Lunt Capital Management, Inc.
Lunt Capital Management, Inc. is an independent investment advisor based in Holladay, Utah, registered with the SEC. Founded by John Lunt, the firm provides a range of unique, rules-based, tactically managed investment strategies to both individual investors and financial advisors. Their strategies focus on risk management, objective investment processes, and specialty diversification. With approximately 7 employees, Lunt Capital serves a diverse client base including individuals, high-net-worth clients, charitable organizations, pension and profit-sharing plans, and other investment advisers.
Investment Strategy
Lunt Capital Management employs a rules-based, tactically managed approach emphasizing objective processes and risk-focused investing. Their portfolios primarily use cost-effective, transparent, liquid ETFs and specialty diversification by diving into sub-assets within asset classes. They avoid emotion and subjectivity in investing, rely on quantitative analysis, and frequently adjust portfolios in response to changing market environments. Their strategies are designed to exploit return disparities among sub-components of asset classes and to diversify across time frames and tactical rotation strategies.
Top Holdings
Equity Positions (89)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 20.24% | $52.9M | 1,051,232 | $50.32 | $50.31 | -$9.9M |
P PALC | PACER FDS TR | 4.97% | $13.0M | 262,935 | $39.34 | $49.40 | +$514.4K |
B BIL | SPDR SERIES TRUST | 4.70% | $12.3M | 133,892 | $91.69 | $91.73 | +$9.6M |
F FCTR | FIRST TR EXCHANGE-TRADED FD | 4.18% | $10.9M | 321,634 | $26.89 | $33.99 | +$1.0M |
T TFLO | ISHARES TR | 4.02% | $10.5M | 207,339 | $50.57 | $50.65 | -$2.9M |