Lunt Capital Management, Inc.

CIK 0001608034 • 6 13F filings • May 5, 2025 – Jul 30, 2026

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Filer information

Filed by: Lunt Capital Management, Inc., COO
Address: 4725 S HOLLADAY BLVD, SUITE 220, HOLLADAY, UT, 84117
Phone: 8015033035
AUM: $267.0M

AUM over time

$272.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyFinancialsOther

Holdings by filing

Portfolio value: $260.5M89 positionsView on SEC.gov

			% of Portfolio
AMERICAN CENTY ETF TR	INTL EQT ETF	$332K	0.1%Prev: 0.1%	3,910 SH	Increased
APPLE INC	COM	$726K	0.3%Prev: 0.2%	2,859 SH	Increased+164 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$4.1M	1.6%	78,193 SH	New
CLENE INC	COM NEW	$258K	0.1%Prev: 0.0%	52,260 SH	Increased+22,467 SH
DAVIS FUNDAMENTAL ETF TR	SELCT INTL ETF	$3.7M	1.4%Prev: 1.2%	136,434 SH	Increased-2,330 SH
DAVIS FUNDAMENTAL ETF TR	SELECT US EQTY	$7.9M	3.1%Prev: 2.6%	156,626 SH	Increased-9,689 SH
DAVIS FUNDAMENTAL ETF TR	SELECT WRLD WI	$1.6M	0.6%Prev: 0.5%	37,437 SH	Increased
EA SERIES TRUST	FREEDOM 100 EM	$2.9M	1.1%Prev: 0.8%	52,740 SH	Increased-8,992 SH
ETF SER SOLUTIONS	APTUS COLLRD INV	$1.4M	0.6%	34,258 SH	New
ETF SER SOLUTIONS	APTUS DEFINED	$259K	0.1%	9,465 SH	New
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$662K	0.3%Prev: 0.2%	23,073 SH	Increased+326 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$2.4M	0.9%Prev: 0.8%	40,425 SH	Increased+177 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$407K	0.2%Prev: 0.2%	6,803 SH	Decreased-213 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$6.9M	2.7%Prev: 2.4%	139,471 SH	Increased+5,941 SH
FIRST TR EXCHANGE-TRADED FD	LUNT US FACTOR	$10.3M	4.0%Prev: 3.6%	289,189 SH	Increased-30,552 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$220K	0.1%	9,818 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$4.2M	1.6%Prev: 2.1%	161,252 SH	Decreased-84,559 SH
FLEXSHARES TR	MORNSTAR UPSTR	$837K	0.3%Prev: 0.2%	15,170 SH	Increased-1,100 SH
GLOBAL X FDS	DEFENSE TECH ETF	$844K	0.3%	11,915 SH	New
GLOBAL X FDS	GLOBAL X COPPER	$203K	0.1%	2,655 SH	New
GLOBAL X FDS	MSCI NORWAY ETF	$293K	0.1%Prev: 0.1%	7,665 SH	Increased-440 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$1.1M	0.4%Prev: 0.3%	25,198 SH	Increased
HEALTH CATALYST INC	COM	$22K	0.0%Prev: 0.0%	17,337 SH	Decreased
INVESCO ACTIVELY MANAGED EXC	S&P500 DOWNSID	$337K	0.1%Prev: 0.9%	8,923 SH	Decreased-59,805 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$199K	0.1%Prev: 0.1%	11,517 SH	Increased-408 SH
INVESCO EXCH TRADED FD TR II	RUSEL 1000 EQL	$2.6M	1.0%Prev: 0.2%	46,323 SH	Increased+32,521 SH
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$804K	0.3%Prev: 0.3%	28,640 SH	Increased-138 SH
INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$1.7M	0.7%	50,059 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$1.2M	0.5%Prev: 0.4%	16,440 SH	Increased+2,453 SH
INVESCO EXCH TRD SLF IDX FD	INTL DEV DYNAMIC	$350K	0.1%Prev: 0.1%	11,066 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.5M	2.5%Prev: 1.8%	34,095 SH	Increased+4,824 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$715K	0.3%Prev: 0.2%	9,508 SH	Increased-216 SH
ISHARES INC	MSCI AUST ETF	$222K	0.1%	7,995 SH	New
ISHARES INC	MSCI CDA ETF	$258K	0.1%Prev: 0.1%	4,700 SH	Increased-433 SH
ISHARES INC	MSCI NETHERL ETF	$220K	0.1%	3,834 SH	New
ISHARES INC	MSCI SWEDEN ETF	$240K	0.1%Prev: 0.1%	4,933 SH	Increased+173 SH
ISHARES INC	MSCI SWITZERLAND	$246K	0.1%Prev: 0.1%	4,189 SH	Increased+150 SH
ISHARES TR	7-10 YR TRSY BD	$371K	0.1%Prev: 0.1%	3,883 SH	Increased+147 SH
ISHARES TR	CORE MSCI TOTAL	$6.2M	2.4%Prev: 1.8%	71,768 SH	Increased+1,469 SH
ISHARES TR	GLOBAL TECH ETF	$747K	0.3%Prev: 0.2%	7,471 SH	Increased-805 SH
ISHARES TR	INVESTMENT GRADE	$3.5M	1.3%Prev: 1.2%	77,873 SH	Increased+4,514 SH
ISHARES TR	MSCI FINLAND ETF	$279K	0.1%Prev: 0.1%	5,693 SH	Increased+38 SH
ISHARES TR	MSCI UK ETF NEW	$243K	0.1%	5,331 SH	New
ISHARES TR	MSCI USA MMENTM	$360K	0.1%Prev: 0.1%	1,500 SH	Increased+43 SH
ISHARES TR	MSCI USA VALUE	$483K	0.2%Prev: 0.1%	3,396 SH	Increased
ISHARES TR	RUS 1000 ETF	$1.9M	0.7%	5,193 SH	New
ISHARES TR	RUS 1000 VAL ETF	$640K	0.2%Prev: 0.2%	2,994 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$1.5M	0.6%Prev: 0.2%	6,152 SH	Increased+3,746 SH
ISHARES TR	TRS FLT RT BD	$5.2M	2.0%Prev: 4.9%	102,020 SH	Decreased-163,107 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$210K	0.1%	3,279 SH	New
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$1.5M	0.6%	31,004 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$780K	0.3%Prev: 0.3%	15,404 SH	Decreased-1,145 SH
META PLATFORMS INC	CL A	$286K	0.1%Prev: 0.1%	500 SH	Decreased
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$2.3M	0.9%Prev: 0.8%	37,418 SH	Increased-4,293 SH
PACER FDS TR	DATA AND INFRAST	$217K	0.1%Prev: 0.1%	6,935 SH	Increased
PACER FDS TR	LUNT LRG CP ALTR	$9.3M	3.6%Prev: 2.9%	212,734 SH	Increased-13,449 SH
PACER FDS TR	LUNT LRGCP MULTI	$13.9M	5.3%Prev: 4.5%	267,562 SH	Increased+7,386 SH
PACER FDS TR	LUNT MDCAP MLT	$10.7M	4.1%Prev: 3.4%	223,607 SH	Increased+3,456 SH
PACER FDS TR	TRENDPILOT FD	$238K	0.1%Prev: 0.1%	7,188 SH	Increased
PACER FDS TR	US CASH COWS 100	$5.0M	1.9%Prev: 1.7%	79,802 SH	Increased-4,377 SH
PIMCO ETF TR	ACTIVE BD ETF	$5.1M	2.0%Prev: 1.5%	55,466 SH	Increased+10,060 SH
RAMACO RES INC	COM CL A	$4.9M	1.9%Prev: 0.2%	315,836 SH	Increased+253,936 SH
RAMACO RES INC	COM CL B	$130K	0.0%	12,758 SH	New
REPOSITRAK INC	COM NEW	$443K	0.2%Prev: 0.4%	58,292 SH	Decreased+4,220 SH
ROYAL CARIBBEAN GROUP	COM	$2.0M	0.8%Prev: 0.4%	7,310 SH	Increased+2,372 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$4.2M	1.6%Prev: 1.3%	85,161 SH	Increased-12,352 SH
SECURITY NATL FINL CORP	CL A NEW	$170K	0.1%Prev: 0.1%	17,972 SH	Decreased+2,110 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$673K	0.3%	6,068 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$1.2M	0.5%	7,696 SH	New
SHELL PLC	SPON ADS	$474K	0.2%Prev: 0.1%	5,099 SH	Increased
SPDR INDEX SHS FDS	STATE STREET SPD	$4.2M	1.6%	84,028 SH	New
SPDR SERIES TRUST	BLOOMBERG SHORT	$614K	0.2%	22,805 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$21.5M	8.2%	448,182 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$4.9M	1.9%	124,334 SH	New
SSGA ACTIVE TR	SST BRIDGEWATER	$1.6M	0.6%	56,502 SH	New
TCW ETF TRUST	FLEXIBLE INCOME	$4.7M	1.8%	120,342 SH	New
TESLA INC	COM	$637K	0.2%	1,713 SH	New
TEXAS PACIFIC LAND CORPORATI	COM	$11.7M	4.5%Prev: 4.5%	24,675 SH	Decreased+15,444 SH
TIDAL TRUST II	RETURN STCKD US	$1.2M	0.5%	43,135 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$590K	0.2%	6,430 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$3.5M	1.3%Prev: 1.8%	35,697 SH	Decreased-20,661 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$311K	0.1%Prev: 0.1%	521 SH	Increased-43 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.8M	2.2%Prev: 0.1%	18,205 SH	Increased+17,223 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$1.5M	0.6%	20,020 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$210K	0.1%	3,281 SH	New
VANGUARD WORLD FD	INF TECH ETF	$638K	0.2%Prev: 0.2%	915 SH	Increased
WISDOMTREE TR	EFFICIENT GLD PL	$819K	0.3%	13,027 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$42.9M	16.5%Prev: 22.8%	851,899 SH	Decreased-395,371 SH
ZIONS BANCORPORATION NATL AS	COM	$726K	0.3%	12,607 SH	New

Sold (vs prior filing)

FIRST TR EXCHNG TRADED FD VI — $913K
FIRST TR EXCHNG TRADED FD VI — $580K
FIRST TR EXCHNG TRADED FD VI — $1.8M
FIRST TR EXCHNG TRADED FD VI — $645K
FIRST TR EXCHNG TRADED FD VI — $6.3M
INVESCO ACTIVELY MANAGED EXC — $19.5M
INVESCO EXCH TRADED FD TR II — $1.4M
ISHARES TR — $4.3M
PACER FDS TR — $2.2M
SELECT SECTOR SPDR TR — $660K
SELECT SECTOR SPDR TR — $776K
SELECT SECTOR SPDR TR — $1.1M
SPDR INDEX SHS FDS — $2.9M
SPDR INDEX SHS FDS — $544K
SPDR SER TR — $2.7M
SPDR SER TR — $346K
SPDR SER TR — $603K
SPDR SER TR — $5.9M
SPDR SER TR — $5.2M
SPDR SER TR — $1.9M
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001608034-26-000001	$267.0M	View
Nov 12, 2025	Q3 2025	13F-HR	0001608034-25-000005	$261.5M	View
Jul 30, 2026	Q2 2026