Lunt Capital Management, Inc.

HOLLADAY, UT · CIK 1608034 · 13F filing filed 2026-07-30

SEC-registered investment adviser since 2009 · corporation

Assets managed$601.5m
Staff7 · 3 in investment roles
Main clients (by assets)Other advisers 57%, High net worth individuals 18%, Companies 15%
Websiteluntcapital.com
Form ADV · 2026-03-12SEC adviser record

Others nearbySalt Lake City, UT

$272.6m reported value +4.7% vs Q1 2026

90positions

49.7%in top 10

5 new 24 added 42 reduced 12 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	923,539	$46.5m17.06%	17.06%	Added +71.6k	+71,640 8.4%
2	PACER FDS TR LUNT LRGCP MULTI PALC	PALC	256,680	$15.3m5.63%	5.63%	Reduced -10.9k	-10,882 -4.1%
3	PACER FDS TR LUNT MDCAP MLT PAMC	PAMC	221,556	$12.3m4.50%	4.50%	Reduced -2.1k	-2,051 -0.9%
4	FIRST TR EXCHANGE-TRADED FD LUNT US FACTOR FCTR	FCTR	284,878	$11.6m4.27%	4.27%	Reduced -4.3k	-4,311 -1.5%
5	PACER FDS TR LUNT LRG CP ALTR ALTL	ALTL	204,476	$10.5m3.85%	3.85%	Reduced -8.3k	-8,258 -3.9%
6	DAVIS FUNDAMENTAL ETF TR SELECT US EQTY DUSA	DUSA	156,160	$8.8m3.22%	3.22%	Reduced -466	-466 -0.3%
7	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	18,906	$8.3m3.03%	3.03%	Reduced -5.8k	-5,769 -23.4%
8	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	89,266	$8.2m3.00%	3.00%	Added +9.8k	+9,780 12.3%
9	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	34,283	$7.3m2.68%	2.68%	Added +188	+188 0.6%
10	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	137,684	$6.9m2.51%	2.51%	Reduced -1.8k	-1,787 -1.3%
11	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	70,663	$6.7m2.47%	2.47%	Reduced -1.1k	-1,105 -1.5%
12	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	17,831	$6.6m2.42%	2.42%	Reduced -374	-374 -2.0%
13	ISHARES TR TRS FLT RT BD TFLO	TFLO	125,678	$6.4m2.33%	2.33%	Added +23.7k	+23,658 23.2%
14	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	234,007	$6.0m2.19%	2.19%	Reduced -3.1k	-3,073 -1.3%
15	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	56,198	$5.2m1.90%	1.90%	Added +732	+732 1.3%
16	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	58,616	$5.2m1.89%	1.89%	Reduced -397	-397 -0.7%
17	PACER FDS TR US CASH COWS 100 COWZ	COWZ	79,756	$5.0m1.82%	1.82%	Reduced -46	-46 -0.1%
18	SSGA ACTIVE ETF TR SPDR TR TACTIC TOTL	TOTL	122,326	$4.8m1.77%	1.77%	Reduced -2.0k	-2,008 -1.6%
19	TCW ETF TRUST FLEXIBLE INCOME FLXR	FLXR	117,344	$4.6m1.69%	1.69%	Reduced -3.0k	-2,998 -2.5%
20	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	83,698	$4.4m1.62%	1.62%	Reduced -1.5k	-1,463 -1.7%
21	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	75,903	$4.0m1.46%	1.46%	Reduced -2.3k	-2,290 -2.9%
22	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	52,208	$3.8m1.40%	1.40%	Reduced -532	-532 -1.0%
23	DAVIS FUNDAMENTAL ETF TR SELCT INTL ETF DINT	DINT	132,592	$3.8m1.39%	1.39%	Reduced -3.8k	-3,842 -2.8%
24	ISHARES TR INVESTMENT GRADE IGEB	IGEB	82,063	$3.7m1.36%	1.36%	Added +4.2k	+4,190 5.4%
25	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	35,507	$3.7m1.35%	1.35%	Reduced -190	-190 -0.5%
26	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	19,959	$3.2m1.18%	1.18%	New
27	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	62,030	$3.1m1.15%	1.15%	Reduced -460	-460 -0.7%
28	FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF FV	FV	39,549	$3.0m1.10%	1.10%	Reduced -876	-876 -2.2%
29	INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL EQAL	EQAL	48,007	$2.8m1.04%	1.04%	Added +1.7k	+1,684 3.6%
30	NORTHERN LTS FD TR IV MAIN SECTR ROTN SECT	SECT	37,166	$2.7m0.98%	0.98%	Reduced -252	-252 -0.7%
31	ROYAL CARIBBEAN GROUP COM RCL	RCL	8,102	$2.6m0.94%	0.94%	Added +792	+792 10.8%
32	FIRST TR EXCHNG TRADED FD VI VEST BUFFERED BUFG	BUFG	86,670	$2.5m0.93%	0.93%	Reduced -1.3k	-1,306 -1.5%
33	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	39,361	$2.3m0.83%	0.83%	Added +9.4k	+9,401 31.4%
34	ISHARES TR RUS 1000 ETF IWB	IWB	5,193	$2.1m0.78%	0.78%	Unchanged
35	SPDR SER TR S&P KENSHO NEW KOMP	KOMP	29,437	$2.1m0.77%	0.77%	Reduced -946	-946 -3.1%
36	SSGA ACTIVE TR SST BRIDGEWATER ALLW	ALLW	63,187	$1.8m0.68%	0.68%	Added +6.7k	+6,685 11.8%
37	FIRST TR EXCHNG TRADED FD VI VEST BUFFERED BUFT	BUFT	69,599	$1.8m0.66%	0.66%	Reduced -3.7k	-3,677 -5.0%
38	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,935	$1.8m0.65%	0.65%	Reduced -217	-217 -3.5%
39	DAVIS FUNDAMENTAL ETF TR SELECT WRLD WI DWLD	DWLD	37,437	$1.7m0.63%	0.63%	Unchanged
40	J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF JPIB	JPIB	32,037	$1.5m0.57%	0.57%	Added +1.0k	+1,033 3.3%
41	ETF SER SOLUTIONS APTUS COLLRD INV ACIO	ACIO	33,006	$1.5m0.56%	0.56%	Reduced -1.3k	-1,252 -3.6%
42	ENTREPRENEURSHARES SERIES TR ERSH PRI PUB ETF XOVR	XOVR	70,370	$1.5m0.54%	0.54%	New
43	TIDAL TR II RETURN STCKD US RSST	RSST	41,791	$1.4m0.50%	0.50%	Reduced -1.3k	-1,344 -3.1%
44	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	25,198	$1.2m0.42%	0.42%	Unchanged
45	RAMACO RES INC COM CL A METC	METC	85,170	$1.1m0.41%	0.41%	Reduced -230.7k	-230,666 -73.0%
46	ISHARES TR GLOBAL TECH ETF IXN	IXN	6,956	$1.0m0.37%	0.37%	Reduced -515	-515 -6.9%
47	VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL	VBIL	13,247	$1.0m0.37%	0.37%	Reduced -6.8k	-6,773 -33.8%
48	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	15,000	$904.4k0.33%	0.33%	New
49	VANGUARD WORLD FD INF TECH ETF VGT	VGT	7,320	$874.9k0.32%	0.32%	Unchanged
50	ZIONS BANCORPORATION N A COM ZION	ZION	12,607	$872.3k0.32%	0.32%	Unchanged
51	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	9,519	$857.7k0.31%	0.31%	Added +11	+11 0.1%
52	APPLE INC COM AAPL	AAPL	2,859	$827.3k0.30%	0.30%	Unchanged
53	SELECT SECTOR SPDR TR INDL XLI	XLI	4,239	$785.2k0.29%	0.29%	Reduced -3.5k	-3,457 -44.9%
54	WISDOMTREE TR EFFICIENT GLD PL GDE	GDE	12,749	$778.9k0.29%	0.29%	Reduced -278	-278 -2.1%
55	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,994	$725.8k0.27%	0.27%	Unchanged
56	TESLA INC COM TSLA	TSLA	1,713	$720.5k0.26%	0.26%	Unchanged
57	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	14,004	$708.2k0.26%	0.26%	Reduced -1.4k	-1,400 -9.1%
58	ISHARES TR MSCI USA VALUE VLUE	VLUE	3,396	$678.6k0.25%	0.25%	Unchanged
59	SPDR SERIES TRUST BLOOMBERG SHORT BWZ	BWZ	23,020	$615.8k0.23%	0.23%	Added +215	+215 0.9%
60	REPOSITRAK INC COM NEW TRAK	TRAK	67,464	$607.2k0.22%	0.22%	Added +9.2k	+9,172 15.7%
61	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	9,490	$566.6k0.21%	0.21%	Reduced -2.4k	-2,425 -20.4%
62	ISHARES TR MSCI USA MMENTM MTUM	MTUM	1,457	$499.5k0.18%	0.18%	Reduced -43	-43 -2.9%
63	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	9,245	$495.6k0.18%	0.18%	New
64	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	6,457	$487.2k0.18%	0.18%	Added +27	+27 0.4%
65	INVESCO EXCH TRADED FD TR II DORSEY WRGT EMRG PIE	PIE	13,795	$460.7k0.17%	0.17%	New
66	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	6,803	$406.3k0.15%	0.15%	Unchanged
67	SHELL PLC SPON ADS SHEL	SHEL	5,099	$395.4k0.15%	0.15%	Unchanged
68	INVESCO EXCH TRD SLF IDX FD INTL DEV DYNAMIC IMFL	IMFL	11,066	$380.0k0.14%	0.14%	Unchanged
69	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	525	$360.6k0.13%	0.13%	Added +4	+4 0.8%
70	ISHARES TR 7-10 YR TRSY BD IEF	IEF	3,717	$351.5k0.13%	0.13%	Reduced -166	-166 -4.3%
71	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	3,910	$348.8k0.13%	0.13%	Unchanged
72	CLENE INC COM NEW CLNN	CLNN	52,260	$321.7k0.12%	0.12%	Unchanged
73	META PLATFORMS INC CL A META	META	500	$281.6k0.10%	0.10%	Unchanged
74	ISHARES INC MSCI CDA ETF EWC	EWC	4,765	$274.7k0.10%	0.10%	Added +65	+65 1.4%
75	ISHARES INC MSCI NETHERL ETF EWN	EWN	3,884	$273.2k0.10%	0.10%	Added +50	+50 1.3%
76	ETF SER SOLUTIONS APTUS DEFINED DRSK	DRSK	9,465	$272.1k0.10%	0.10%	Unchanged
77	PACER FDS TR TRENDPILOT FD TRND	TRND	7,188	$267.2k0.10%	0.10%	Unchanged
78	ISHARES INC MSCI SWITZERLAND EWL	EWL	4,249	$267.1k0.10%	0.10%	Added +60	+60 1.4%
79	ISHARES TR MSCI FINLAND ETF EFNL	EFNL	4,883	$261.2k0.10%	0.10%	Reduced -810	-810 -14.2%
80	ISHARES INC MSCI SWEDEN ETF EWD	EWD	5,008	$250.3k0.09%	0.09%	Added +75	+75 1.5%
81	ISHARES TR MSCI UK ETF NEW EWU	EWU	5,401	$249.2k0.09%	0.09%	Added +70	+70 1.3%
82	GLOBAL X FDS MSCI NORWAY ETF NORW	NORW	7,525	$240.3k0.09%	0.09%	Reduced -140	-140 -1.8%
83	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	3,281	$233.8k0.09%	0.09%	Unchanged
84	ISHARES INC MSCI AUST ETF EWA	EWA	8,115	$228.5k0.08%	0.08%	Added +120	+120 1.5%
85	FIRST TR EXCHNG TRADED FD VI FT VEST INTL ETF BUFY	BUFY	9,620	$225.2k0.08%	0.08%	Reduced -198	-198 -2.0%
86	PACER FDS TR DATA AND INFRAST SRVR	SRVR	6,935	$220.3k0.08%	0.08%	Unchanged
87	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	3,237	$218.8k0.08%	0.08%	Reduced -42	-42 -1.3%
88	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	2,714	$208.9k0.08%	0.08%	Added +59	+59 2.2%
89	FLEXSHARES TR MORNSTAR UPSTR GUNR	GUNR	4,090	$201.6k0.07%	0.07%	Reduced -11.1k	-11,080 -73.0%
90	SECURITY NATL FINL CORP CL A NEW SNFCA	SNFCA	19,841	$192.3k0.07%	0.07%	Added +1.9k	+1,869 10.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRADED FD TR II IDLV	IDLV	50,059	$1.7m50.1k shares
INVESCO EXCH TRADED FD TR II SPLV	SPLV	16,440	$1.2m16.4k shares
SPDR INDEX SHS FDS GNR	GNR	11,329	$845.9k11.3k shares
INVESCO EXCH TRADED FD TR II EELV	EELV	28,640	$804.2k28.6k shares
SELECT SECTOR SPDR TR XLC	XLC	6,068	$672.7k6.1k shares
FIRST TR EXCHANGE TRAD FD VI FTGC	FTGC	23,073	$662.4k23.1k shares
SPDR INDEX SHS FDS RWO	RWO	10,209	$467.3k10.2k shares
SPDR SER TR FLRN	FLRN	12,260	$377.4k12.3k shares
INVESCO ACTIVELY MANAGED ETF PHDG	PHDG	8,923	$337.2k8.9k shares
INVESCO ACTVELY MNGD ETC FD PDBC	PDBC	11,517	$199.5k11.5k shares
RAMACO RES INC METCB	METCB	12,758	$130.1k12.8k shares
HEALTH CATALYST INC HCAT	HCAT	17,337	$22.0k17.3k shares