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Lunt Capital Management, Inc.

CIK 1608034 · latest 13F filed 30 October 2026 · Read the filing on EDGAR

Lunt Capital Management, Inc. reported 89 US-listed holdings worth $262.6 million in its 13F for the quarter ended 30 September 2026, filed 30 October 2026. Its largest: Wisdomtree Trust (16.8%), Pacer FDS Trust (5.4%) and Pacer FDS Trust (4.4%). Against the quarter before, it opened 6 positions, added to 42, trimmed 11 and sold out of 7.

Reported holdings$262.6M-3.7% on Q2 2026
Positions89-1 on Q2 2026
The largest ten48.6%of its reported holdings
Latest 13FQ3 2026filed 30 October 2026
Where the money is
Added toTrimmed
USFR16.8%PALC5.4%PAMC4.4%FCTR4.1%ALTL3.5%DUSA3.3%BIL3.0%RSP2.8%LMBS2.6%IXUS2.6%VTI2.6%TFLO2.3%SPAB2.2%SPYM2.1%75 more42.3%

The 14 largest of its 89 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $213.9 million in 91 positions$214MQ3 24Q4 2024: $256.9 million in 82 positions$257MQ4 24Q1 2025: $274.8 million in 86 positions$275MQ1 25Q2 2025: $261.2 million in 90 positions$261MQ2 25Q3 2025: $261.5 million in 93 positions$262MQ3 25Q4 2025: $267.0 million in 98 positions$267MQ4 25Q1 2026: $260.5 million in 97 positions$260MQ1 26Q2 2026: $272.6 million in 90 positions$273MQ2 26Q3 2026: $262.6 million in 89 positions$263MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +10.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +10.0%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 42Held 30Trimmed 11Sold out 7
Opened: 6Added: 42Held: 30Trimmed: 11Sold out: 7

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 6

  1. Invesco S&P Emerging Markets Low Volatility ETF EELV$1.9 million
  2. Technology Select Sector SPDR ETF XLK$1.4 million
  3. Invesco S&P 500 Low Volatility ETF SPLV$1.3 million
  4. SPDR Index SHS FDS GNR$794,438
  5. Select Sector SPDR Trust XLC$770,132
  6. First Trust Exchange Trad FD Vi FTGC$635,415

Added to 42

  1. Vanguard Instl Index FD VBIL+9,932 shares · +75%
  2. Flexshares Trust GUNR+8,901 shares · +218%
  3. Invesco Exchange Traded FD T RSP+1,608 shares · +5%
  4. Pacer FDS Trust PALC+5,105 shares · +2%
  5. SPDR Ser Trust SPYM+2,681 shares · +5%
  6. Pacer FDS Trust ALTL+5,184 shares · +3%
  7. Ssga Funds Management Inc. TOTL+5,855 shares · +5%
  8. BlackRock ETF Trust II BINC+4,174 shares · +5%

and 34 more in the table below

Trimmed 11

  1. Wisdomtree Trust USFR-46,103 shares · -5%
  2. Texas Pacific Land Corp. TPL-5,400 shares · -29%
  3. SPDR Portfolio Small Cap ETF SPSM-7,974 shares · -20%
  4. iShares Trust TFLO-6,343 shares · -5%
  5. SPDR Ser Trust BIL-2,501 shares · -3%
  6. Clene Inc. CLNN-30,973 shares · -59%
  7. Global X FDS SHLD-844 shares · -9%
  8. iShares Trust IXN-183 shares · -3%

and 3 more in the table below

Sold out of 7

  1. Invesco Exch Traded FD Trust II SPMO$3.2 million last quarter
  2. Entrepreneurshares Series Trust XOVR$1.5 million last quarter
  3. Select Sector SPDR Trust XLI$785,190 last quarter
  4. Financial Select Sector SPDR ETF XLF$495,624 last quarter
  5. Invesco Exch Traded FD Trust II PIE$460,687 last quarter
  6. iShares ETFs EWD$250,300 last quarter
  7. Pacer FDS Trust SRVR$220,325 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Wisdomtree Trust USFR877.4K$44.2 million16.84%-46.1K
Pacer FDS Trust PALC261.8K$14.1 million5.37%+5.1K
Pacer FDS Trust PAMC223.8K$11.5 million4.39%+2.2K
First Trust Exchange-Traded FD FCTR287.7K$10.8 million4.12%+2.8K
Pacer FDS Trust ALTL209.7K$9.2 million3.49%+5.2K
Davis Fundamental ETF Trust DUSA157.3K$8.6 million3.28%+1.2K
SPDR Ser Trust BIL86.8K$8.0 million3.03%-2.5K
Invesco Exchange Traded FD T RSP35.9K$7.5 million2.84%+1.6K
First Trust Exchange-Traded FD LMBS141.3K$6.8 million2.61%+3.6K
iShares Trust IXUS71.8K$6.8 million2.60%+1.1K
VG Totl STK Vprs VTI18.1K$6.8 million2.58%+293
iShares Trust TFLO119.3K$6.0 million2.30%-6.3K
SPDR Ser Trust SPAB234.7K$5.7 million2.18%+696
SPDR Ser Trust SPYM61.3K$5.5 million2.10%+2.7K
Pacer FDS Trust COWZ81.1K$5.4 million2.06%+1.3K
PIMCO ETF Trust BOND57.8K$5.0 million1.92%+1.6K
Ssga Funds Management Inc. TOTL128.2K$4.8 million1.83%+5.9K
TCW ETF Trust FLXR122.6K$4.7 million1.77%+5.3K
Schwab Fundamental Internationa FNDF85.0K$4.6 million1.74%+1.3K
Texas Pacific Land Corp. TPL13.5K$4.4 million1.68%-5.4K
BlackRock ETF Trust II BINC80.1K$4.1 million1.55%+4.2K
Davis Fundamental ETF Trust DINT136.2K$3.8 million1.45%+3.6K
Vaneck ETF Trust MOAT36.0K$3.8 million1.45%+460
iShares Trust IGEB86.3K$3.7 million1.41%+4.3K
Ea Series Trust FRDM52.4K$3.7 million1.40%+236
SPDR Portfolio Developed World SPDW62.1K$3.1 million1.19%+42
First Trust Exchange-Traded FD FV40.4K$3.0 million1.13%+892
Invesco Exch Traded FD Trust II EQAL48.0K$2.7 million1.05%no change
Northern LTS FD Trust IV SECT38.0K$2.7 million1.04%+837
First Trust Exchng Traded FD Vi BUFG90.1K$2.7 million1.03%+3.4K
iShares Trust IWB5.2K$2.2 million0.82%no change
Royal Caribbean Cruises Ltd. RCL8.1K$2.2 million0.82%no change
SPDR Ser Trust KOMP29.8K$2.0 million0.75%+354
Invesco S&P Emerging Markets Low Volatility ETF EELV67.8K$1.9 million0.72%new
First Trust Exchng Traded FD Vi BUFT71.7K$1.9 million0.72%+2.1K
Ssga Active Trust ALLW65.6K$1.9 million0.71%+2.4K
Vanguard Instl Index FD VBIL23.2K$1.8 million0.67%+9.9K
Davis Fundamental ETF Trust DWLD37.4K$1.7 million0.64%no change
SPDR Portfolio Small Cap ETF SPSM31.4K$1.7 million0.63%-8.0K
iShares Russell 2000 ETF IWM5.9K$1.6 million0.63%no change
ETF Ser Solutions ACIO34.6K$1.6 million0.62%+1.6K
JPMorgan International Bond Opportunities ETF JPIB33.9K$1.6 million0.60%+1.9K
Tidal Trust II RSST43.8K$1.6 million0.59%+2.0K
Technology Select Sector SPDR ETF XLK7.4K$1.4 million0.55%new
Invesco S&P 500 Low Volatility ETF SPLV18.7K$1.3 million0.50%new
Goldman Sachs ETF Trust GSIE25.2K$1.2 million0.44%no change
iShares Trust IXN6.8K$1.0 million0.38%-183
Apple Inc. AAPL2.9K$952,1040.36%no change
Invesco Exch Traded FD Trust II IDMO15.3K$932,3860.36%+275
Vanguard World FD VGT7.3K$919,9040.35%no change
Wisdomtree Trust GDE13.9K$883,8710.34%+1.1K
Invesco Exchange Traded FD T SPHQ9.5K$800,3580.30%no change
SPDR Index SHS FDS GNR10.7K$794,4380.30%new
Zions Bancorporation, National Association ZION12.6K$789,8290.30%no change
Select Sector SPDR Trust XLC6.9K$770,1320.29%new
iShares Russell 1000 Value Inde IWD3.0K$742,3020.28%no change
JP Morgan Ultra Short Income Et JPST14.0K$705,3810.27%no change
Ramaco Res Inc. METC85.2K$704,3560.27%no change
Flexshares Trust GUNR13.0K$685,1450.26%+8.9K
iShares Trust VLUE3.4K$672,4080.26%no change
First Trust Exchange Trad FD Vi FTGC20.8K$635,4150.24%new
SPDR Ser Trust BWZ23.3K$623,7060.24%+264
Tesla, Inc. TSLA1.7K$607,7900.23%no change
Vaneck ETF Trust GDX6.5K$574,6510.22%+88
Repositrak Inc. TRAK67.5K$564,6740.22%no change
Global X FDS SHLD8.6K$519,4520.20%-844
Shell plc SHEL5.1K$484,6430.18%no change
iShares Trust MTUM1.5K$462,3640.18%no change
First Trust Exchange-Traded FD FTSM6.8K$404,8470.15%no change
Invesco Exch TRD SLF Idx FD IMFL11.1K$369,8260.14%no change
Vanguard S&P 500 VOO525$367,9520.14%no change
Meta Platforms, Inc. META500$362,5900.14%no change
American Century ETF Trust AVDE3.9K$352,3300.13%no change
iShares Trust IEF3.7K$331,9650.13%no change
iShares Inc. EWC4.8K$277,4220.11%-13
Global X FDS NORW7.5K$266,3670.10%+8
Pacer FDS Trust TRND7.2K$263,7120.10%no change
iShares MSCI Netherlands ETF EWN3.9K$263,5480.10%+6
iShares Trust EFNL4.9K$259,1300.10%-24
ETF Series Solutions/Aptus Cap DRSK9.5K$257,1640.10%no change
iShares EWL4.3K$253,0440.10%+29
iShares Trust EWU5.4K$251,5880.10%+6
Global X FDS COPX2.9K$244,9520.09%+178
Vanguard Ftse Developed Markets VEA3.3K$231,6710.09%no change
iShares, Inc. - iShares MSCI Australia ETF EWA8.1K$230,1600.09%+15
First Trust Exchng Traded FD Vi BUFY9.6K$228,2830.09%no change
J P Morgan Exchange Traded F HELO3.2K$223,9030.09%no change
Security Natl Finl Corp. SNFCA19.2K$167,3270.06%-608
Clene Inc. CLNN21.3K$86,8510.03%-31.0K
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.