1y return+11.5%S&P 500 +20.9%
3y return+29.8%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $130 against $168 in the S&P 500.2
Lunt Capital Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USFRWisdomtree Tr | $46.5M | 17.1% | +8.4% |
| PALCPacer Fds Tr | $15.3M | 5.6% | −4.1% |
| PAMCPacer Fds Tr | $12.3M | 4.5% | |
| FCTRFirst Tr Exchange-traded Fd | $11.6M | 4.3% | −1.5% |
| ALTLPacer Fds Tr | $10.5M | 3.8% | −3.9% |
| DUSADavis Fundamental Etf Tr | $8.8M | 3.2% | |
| TPLTexas Pacific Land Corporati | $8.3M | 3.0% | −23.4% |
| BILSpdr Series Trust | $8.2M | 3.0% | +12.3% |
| RSPInvesco Exchange Traded Fd T | $7.3M | 2.7% | |
| LMBSFirst Tr Exchange-traded Fd | $6.9M | 2.5% | −1.3% |
| IXUSIshares Tr | $6.7M | 2.5% | −1.5% |
| VTIVanguard Index Fds | $6.6M | 2.4% | −2.1% |
| TFLOIshares Tr | $6.4M | 2.3% | +23.2% |
| SPABSpdr Series Trust | $6.0M | 2.2% | −1.3% |
| BONDPimco Etf Tr | $5.2M | 1.9% | +1.3% |
| SPYMSpdr Series Trust | $5.2M | 1.9% | |
| COWZPacer Fds Tr | $5.0M | 1.8% | |
| TOTLSsga Active Etf Tr | $4.8M | 1.8% | −1.6% |
| FLXRTcw Etf Trust | $4.6M | 1.7% | −2.5% |
| FNDFSchwab Strategic Tr | $4.4M | 1.6% | −1.7% |
| BINCBlackrock Etf Trust II | $4.0M | 1.5% | −2.9% |
| FRDMEa Series Trust | $3.8M | 1.4% | −1.0% |
| DINTDavis Fundamental Etf Tr | $3.8M | 1.4% | −2.8% |
| IGEBIshares Tr | $3.7M | 1.4% | +5.4% |
| MOATVaneck Etf Trust | $3.7M | 1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Royal Caribbean GroupCUSIP V7780T103 | June 30, 2023 | +206.1% | $2.6M |
| TPLTexas Pacific Land Corporati | June 30, 2023 | +199.2% | $8.3M |
| FRDMEa Series Trust | June 30, 2023 | +132.5% | $3.8M |
| DUSADavis Fundamental Etf Tr | June 30, 2023 | +75.3% | $8.8M |
| SPYMSpdr Series Trust | June 30, 2023 | +68.6% | $5.2M |
| VTIVanguard Index Fds | June 30, 2023 | +68.0% | $6.6M |
| SECTNorthern Lts Fd Tr Iv | June 30, 2023 | +67.2% | $2.7M |
| FNDFSchwab Strategic Tr | June 30, 2023 | +63.4% | $4.4M |
| FVFirst Tr Exchange Traded Fd | June 30, 2023 | +61.8% | $3.0M |
| DWLDDavis Fundamental Etf Tr | June 30, 2023 | +60.6% | $1.7M |
Sold off last quarter
- IDLVInvesco Exch Traded Fd Tr II was $1.7M
- SPLVInvesco Exch Traded Fd Tr II was $1.2M
- GNRSpdr Index Shs Fds was $846K
- EELVInvesco Exch Traded Fd Tr II was $804K
- XLCSelect Sector Spdr Tr was $673K
- FTGCFirst Tr Exchange Trad Fd Vi was $662K
- RWOSpdr Index Shs Fds was $467K
- FLRNSpdr Series Trust was $377K
- PHDGInvesco Actively Managed Exc was $337K
- PDBCInvesco Actvely Mngd Etc Fd was $199K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.2% | +14.8% |
| March 31, 2026 | +1.0% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +3.6% | +7.8% |
| June 30, 2025 | +2.6% | +10.5% |
| March 31, 2025 | −0.4% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +4.6% | +10.0% |
| December 31, 2023 | +3.1% | +11.2% |
| September 30, 2023 | −0.3% | −3.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lunt Capital Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1608034&type=13F-HR&dateb=&owner=include&count=40CIK 1608034
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1608034/000160803426000003/Filed July 30, 2026 · accession 0001608034-26-000003