Lunt Capital Management, Inc. PALC holdings history
PACER LUNT LRG CAP MULTI-FAC · CUSIP 69374H816 · CIK 1608034
As of 2026-06-30, Lunt Capital Management, Inc. reported 256.68K PALC (shares), valued at $15.34M, or 5.63% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares decreased 4.07%; reported value increased 10.64%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.63% | 256,680 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 5.32% | 267,562 | SEC filing ↗Filed May 13, 2026 |
| Q4 2025 | 5.20% | 265,966 | SEC filing ↗Filed Jan 23, 2026 |
| Q3 2025 | 5.21% | 263,114 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 4.97% | 262,935 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 4.54% | 260,176 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 4.77% | 249,011 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 5.55% | 239,518 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 5.66% | 235,919 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 5.41% | 233,906 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 5.11% | 241,009 | SEC filing ↗Filed Jan 30, 2024 |
| Q3 2023 | 4.75% | 244,020 | SEC filing ↗Filed Oct 31, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.75% | 244,020 | $9.00M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 31, 2023 |
| Q4 2023 | 5.11% | 241,009 | $9.88M | Shares decreased 1.23%; reported value increased 9.71%, and weight changed +0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2024 |
| Q1 2024 | 5.41% | 233,906 | $10.91M | Shares decreased 2.95%; reported value increased 10.41%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 5.66% | 235,919 | $11.48M | Shares increased 0.86%; reported value increased 5.21%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 5.55% | 239,518 | $11.87M | Shares increased 1.53%; reported value increased 3.40%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 4.77% | 249,011 | $12.26M | Shares increased 3.96%; reported value increased 3.33%, and weight changed -0.78 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 4.54% | 260,176 | $12.47M | Shares increased 4.48%; reported value increased 1.75%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 4.97% | 262,935 | $12.99M | Shares increased 1.06%; reported value increased 4.12%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 5.21% | 263,114 | $13.62M | Shares increased 0.07%; reported value increased 4.87%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 5.20% | 265,966 | $13.89M | Shares increased 1.08%; reported value increased 2.00%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2026 |
| Q1 2026 | 5.32% | 267,562 | $13.86M | Shares increased 0.60%; reported value decreased 0.23%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q2 2026 | 5.63% | 256,680 | $15.34M | Shares decreased 4.07%; reported value increased 10.64%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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