Q2 2026 13F · SEC CIK 1608034

Lunt Capital Management, Inc.

Institutional asset managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $272.6M
Reported positions: 90
Top holdings a year, 3 yrs: +7.5%
Assets under management: $601.5M

Lunt Capital Management, Inc. is an institutional asset manager that reported 90 positions worth $272.6M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Wisdomtree Tr (USFR, 17.1%), Pacer Fds Tr (PALC, 5.6%), Pacer Fds Tr (PAMC, 4.5%). A portfolio copying its top holdings returned 7.5% a year over the last 3 years, against 20.4% for the S&P 500.

Lunt Capital Management, Inc. holdings largest 50 of 90 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lunt Capital Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
USFRWisdomtree Tr	17.1%	16.5%	923,539	+8.4%	$46.5M
PALCPacer Fds Tr	5.6%	5.3%	256,680	-4.1%	$15.3M
PAMCPacer Fds Tr	4.5%	4.1%	221,556	-0.9%	$12.3M
FCTRFirst Tr Exchange-Traded Fd	4.3%	4.0%	284,878	-1.5%	$11.6M
ALTLPacer Fds Tr	3.8%	3.6%	204,476	-3.9%	$10.5M
DUSADavis Fundamental ETF Tr	3.2%	3.1%	156,160	-0.3%	$8.8M
TPLTexas Pacific Land Corporati	3.0%	4.5%	18,906	-23.4%	$8.3M
BILSpdr Series Trust	3.0%	2.8%	89,266	+12.3%	$8.2M
RSPInvesco Exchange Traded Fd T	2.7%	2.5%	34,283	+0.6%	$7.3M
LMBSFirst Tr Exchange-Traded Fd	2.5%	2.7%	137,684	-1.3%	$6.9M
IXUSIshares Tr	2.5%	2.4%	70,663	-1.5%	$6.7M
VTIVanguard Index Fds	2.4%	2.2%	17,831	-2.1%	$6.6M
TFLOIshares Tr	2.3%	2.0%	125,678	+23.2%	$6.4M
SPABSpdr Series Trust	2.2%	2.3%	234,007	-1.3%	$6.0M
BONDPimco ETF Tr	1.9%	2.0%	56,198	+1.3%	$5.2M
SPLGSpdr Series Trust	1.9%	1.7%	58,616	-0.7%	$5.2M
COWZPacer Fds Tr	1.8%	1.9%	79,756	-0.1%	$5.0M
TOTLSsga Active ETF Tr	1.8%	1.9%	122,326	-1.6%	$4.8M
FLXRTcw Flexible	1.7%	1.8%	117,344	-2.5%	$4.6M
FNDFSchwab Strategic Tr	1.6%	1.6%	83,698	-1.7%	$4.4M
BINCBlackrock ETF Trust II	1.5%	1.6%	75,903	-2.9%	$4.0M
FRDMEa Series Trust	1.4%	1.1%	52,208	-1.0%	$3.8M
DINTDavis Fundamental ETF Tr	1.4%	1.4%	132,592	-2.8%	$3.8M
IGEBIshares Tr	1.4%	1.3%	82,063	+5.4%	$3.7M
MOATVaneck Morningstar Wide Moat ETF	1.4%	1.3%	35,507	-0.5%	$3.7M
SPMOInvesco Exch Traded Fd Tr II	1.2%	—	19,959	—	$3.2M
SPDWSpdr Index Shs Fds	1.1%	1.1%	62,030	-0.7%	$3.1M
FVFirst Tr Exchange Traded Fd	1.1%	0.9%	39,549	-2.2%	$3.0M
EQALInvesco Exch Traded Fd Tr II	1.0%	1.0%	48,007	+3.6%	$2.8M
66538H591Northern Lts Fd Tr IV	1.0%	0.9%	37,166	-0.7%	$2.7M
RCLRoyal Caribbean Group	0.9%	0.8%	8,102	+10.8%	$2.6M
BUFGFirst Tr Exchng Traded Fd Vi	0.9%	0.9%	86,670	-1.5%	$2.5M
SPSMSpdr Series Trust	0.8%	0.6%	39,361	+31.4%	$2.3M
IWBIshares Tr	0.8%	0.7%	5,193	+0.0%	$2.1M
KOMPSpdr Series Trust	0.8%	0.7%	29,437	-3.1%	$2.1M
ALLWSsga Active Tr	0.7%	0.6%	63,187	+11.8%	$1.8M
BUFTFirst Tr Exchng Traded Fd Vi	0.7%	0.7%	69,599	-5.0%	$1.8M
IWMIshares Tr	0.7%	0.6%	5,935	-3.5%	$1.8M
DWLDDavis Fundamental ETF Tr	0.6%	0.6%	37,437	+0.0%	$1.7M
JPIBJ P Morgan Exchange Traded F	0.6%	0.6%	32,037	+3.3%	$1.5M
ACIOETF Ser Solutions	0.6%	0.6%	33,006	-3.7%	$1.5M
XOVREntrepreneurshares Series Tr	0.5%	—	70,370	—	$1.5M
RSSTTidal Trust II	0.5%	0.5%	41,791	-3.1%	$1.4M
GSIEGoldman Sachs ETF Tr	0.4%	0.4%	25,198	+0.0%	$1.2M
METCRamaco Resources	0.4%	1.9%	85,170	-73.0%	$1.1M
IXNIshares Tr	0.4%	—	6,956	—	$1.0M
VBILVanguard Instl Index Fd	0.4%	0.6%	13,247	-33.8%	$1.0M
IDMOInvesco Exch Traded Fd Tr II	0.3%	—	15,000	—	$904K
VGTVanguard World Fd	0.3%	—	7,320	—	$875K
ZIONZions Bancorporation Natl As	0.3%	—	12,607	—	$872K

What Lunt Capital Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +8.0% /yr; S&P 500 +20.1%
3 years: +7.5% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$272.6M	90
Q1 2026	$260.5M	97
Q4 2025	$267.0M	98
Q3 2025	$261.5M	93
Q2 2025	$261.2M	90
Q1 2025	$274.8M	86
Q4 2024	$256.9M	82
Q3 2024	$213.9M	91
Q2 2024	$202.9M	88
Q1 2024	$201.5M	88
Q4 2023	$193.2M	85
Q3 2023	$189.6M	76

Questions about Lunt Capital Management, Inc.'s portfolio

What stocks does Lunt Capital Management, Inc. own?

Lunt Capital Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 90 positions worth $272.6M. The largest are Wisdomtree Tr (USFR) at 17.1%, Pacer Fds Tr (PALC) at 5.6%, Pacer Fds Tr (PAMC) at 4.5%, First Tr Exchange-Traded Fd (FCTR) at 4.3% and Pacer Fds Tr (ALTL) at 3.8%.

What did Lunt Capital Management, Inc. buy last quarter?

In Q2 2026, Lunt Capital Management, Inc. added Spdr Series Trust (SPSM) (+31.4% shares), Ishares Tr (TFLO) (+23.2% shares) and Spdr Series Trust (BIL) (+12.3% shares), compared with its Q1 2026 filing.

What did Lunt Capital Management, Inc. sell last quarter?

In Q2 2026, Lunt Capital Management, Inc. cut from its top 50 Invesco Exch Traded Fd Tr II (IDLV), cut from its top 50 Select Sector Spdr Tr (XLI), cut from its top 50 Invesco Exch Traded Fd Tr II (SPLV), cut from its top 50 Spdr Index Shs Fds (GNR), cut from its top 50 Global X Defense Tech ETF (SHLD), Ramaco Resources (METC) (-73.0% shares), Vanguard Instl Index Fd (VBIL) (-33.8% shares) and Texas Pacific Land Corporati (TPL) (-23.4% shares), compared with its Q1 2026 filing.

How has Lunt Capital Management, Inc.'s portfolio performed?

A portfolio copying Lunt Capital Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +7.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +8.0% against +20.1%.

When is Lunt Capital Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Lunt Capital Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lunt Capital Management, Inc. manage?

Lunt Capital Management, Inc. reported $601.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $272.6M.