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Lunt Capital Management, Inc. — 13F Holdings & Portfolio

CIK 1608034 · latest 13F-HR filed 2026-07-30

Backtest portfolio

Lunt Capital Management, Inc. manages $272.6M in 13F-reported U.S. long-equity assets across 90 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are USFR (17.06%), PALC (5.63%), PAMC (4.50%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 12, added to 52, and trimmed 12.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
4725 S HOLLADAY BLVD, SUITE 220
HOLLADAY, UT 84117
Phone
(801) 503-3035
Filing Manager
Lunt Capital Management, Inc.
HOLLADAY, UT
Signatory
Anthony Michael Panek
CCO
Loading holdings…
AUM

$272.6M

Long-equity book

Holdings

90

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+5 / −12 / ↑52 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WISDOMTREE TR$3.6M +8.4%
  • PACER FDS TR$1.6M +14.8%
  • PACER FDS TR$1.5M +10.6%
  • FIRST TR EXCHANGE-TRADED FD$1.3M +12.8%
  • ISHARES TR$1.2M +23.2%
Show all 52 →

Top Trims

  • RAMACO RES INC-$3.8M -76.9%
  • TEXAS PACIFIC LAND CORPORATI-$3.4M -29.3%
  • FLEXSHARES TR-$635.2K -75.9%
  • VANGUARD INSTL INDEX FD-$512.0K -33.8%
  • SELECT SECTOR SPDR TR-$459.5K -36.9%
Show all 12 →

New Positions

  • INVESCO EXCH TRADED FD TR II$3.2M
  • ENTREPRENEURSHARES SERIES TR$1.5M
  • INVESCO EXCH TRADED FD TR II$904.4K
  • SELECT SECTOR SPDR TR$495.6K
  • INVESCO EXCH TRADED FD TR II$460.7K
Show all 5 →

Exited Positions

  • INVESCO EXCH TRADED FD TR II$1.7M
  • INVESCO EXCH TRADED FD TR II$1.2M
  • SPDR INDEX SHS FDS$845.9K
  • INVESCO EXCH TRADED FD TR II$804.2K
  • SELECT SECTOR SPDR TR$672.7K
Show all 12 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WISDOMTREE TR USFR 97717Y527 $46.5M 17.06% 923,539 SH
2 PACER FDS TR PALC 69374H816 $15.3M 5.63% 256,680 SH
3 PACER FDS TR PAMC 69374H725 $12.3M 4.50% 221,556 SH
4 FIRST TR EXCHANGE-TRADED FD FCTR 33733E872 $11.6M 4.27% 284,878 SH
5 PACER FDS TR ALTL 69374H717 $10.5M 3.85% 204,476 SH
6 DAVIS FUNDAMENTAL ETF TR DUSA 23908L207 $8.8M 3.22% 156,160 SH
7 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $8.3M 3.03% 18,906 SH
8 SPDR SERIES TRUST BIL 78468R663 $8.2M 3.00% 89,266 SH
9 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $7.3M 2.68% 34,283 SH
10 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $6.9M 2.51% 137,684 SH
11 ISHARES TR IXUS 46432F834 $6.7M 2.47% 70,663 SH
12 VANGUARD INDEX FDS VTI 922908769 $6.6M 2.42% 17,831 SH
13 ISHARES TR TFLO 46434V860 $6.4M 2.33% 125,678 SH
14 SPDR SERIES TRUST SPAB 78464A649 $6.0M 2.19% 234,007 SH
15 PIMCO ETF TR BOND 72201R775 $5.2M 1.90% 56,198 SH
16 SPDR SERIES TRUST SPYM 78464A854 $5.2M 1.89% 58,616 SH
17 PACER FDS TR COWZ 69374H881 $5.0M 1.82% 79,756 SH
18 SSGA ACTIVE ETF TR TOTL 78467V848 $4.8M 1.77% 122,326 SH
19 TCW ETF TRUST FLXR 29287L700 $4.6M 1.69% 117,344 SH
20 SCHWAB STRATEGIC TR FNDF 808524755 $4.4M 1.62% 83,698 SH
21 BLACKROCK ETF TRUST II BINC 092528603 $4.0M 1.46% 75,903 SH
22 EA SERIES TRUST FRDM 02072L607 $3.8M 1.40% 52,208 SH
23 DAVIS FUNDAMENTAL ETF TR DINT 23908L405 $3.8M 1.39% 132,592 SH
24 ISHARES TR IGEB 46435G219 $3.7M 1.36% 82,063 SH
25 VANECK ETF TRUST MOAT 92189F643 $3.7M 1.35% 35,507 SH
26 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $3.2M 1.18% 19,959 SH
27 SPDR INDEX SHS FDS SPDW 78463X889 $3.1M 1.15% 62,030 SH
28 FIRST TR EXCHANGE TRADED FD FV 33738R605 $3.0M 1.10% 39,549 SH
29 INVESCO EXCH TRADED FD TR II EQAL 46138E420 $2.8M 1.04% 48,007 SH
30 NORTHERN LTS FD TR IV SECT 66538H591 $2.7M 0.98% 37,166 SH
31 ROYAL CARIBBEAN GROUP RCL V7780T103 $2.6M 0.94% 8,102 SH
32 FIRST TR EXCHNG TRADED FD VI BUFG 33740U778 $2.5M 0.93% 86,670 SH
33 SPDR SERIES TRUST SPSM 78468R853 $2.3M 0.83% 39,361 SH
34 ISHARES TR IWB 464287622 $2.1M 0.78% 5,193 SH
35 SPDR SERIES TRUST KOMP 78468R648 $2.1M 0.77% 29,437 SH
36 SSGA ACTIVE TR ALLW 78470P630 $1.8M 0.68% 63,187 SH
37 FIRST TR EXCHNG TRADED FD VI BUFT 33740U760 $1.8M 0.66% 69,599 SH
38 ISHARES TR IWM 464287655 $1.8M 0.65% 5,935 SH
39 DAVIS FUNDAMENTAL ETF TR DWLD 23908L306 $1.7M 0.63% 37,437 SH
40 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $1.5M 0.57% 32,037 SH
41 ETF SER SOLUTIONS ACIO 26922A222 $1.5M 0.56% 33,006 SH
42 ENTREPRENEURSHARES SERIES TR XOVR 293828877 $1.5M 0.54% 70,370 SH
43 TIDAL TRUST II RSST 88636J816 $1.4M 0.50% 41,791 SH
44 GOLDMAN SACHS ETF TR GSIE 381430107 $1.2M 0.42% 25,198 SH
45 RAMACO RES INC METC 75134P600 $1.1M 0.41% 85,170 SH
46 ISHARES TR IXN 464287291 $1.0M 0.37% 6,956 SH
47 VANGUARD INSTL INDEX FD VBIL 922040845 $1.0M 0.37% 13,247 SH
48 INVESCO EXCH TRADED FD TR II IDMO 46138E222 $904.4K 0.33% 15,000 SH
49 VANGUARD WORLD FD VGT 92204A702 $874.9K 0.32% 7,320 SH
50 ZIONS BANCORPORATION NATL AS ZION 989701107 $872.3K 0.32% 12,607 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $272.6M 90 0001608034-26-000003
2026-03-31 2026-05-13 $260.5M 97 0001608034-26-000002
2025-12-31 2026-01-23 $267.0M 98 0001608034-26-000001
2025-09-30 2025-11-12 $261.5M 93 0001608034-25-000005