Lunt Capital Management, Inc.

CIK

1608034

Location

HOLLADAY, UT

Portfolio Value

Micro $22,346,288

Diversification

Highly concentrated

Filing Date

Global Rank

#7,679 / 8,623 ▲ 38 · as of Mar 2026

Top Industry

Oil & Gas E&P 52.4%

3Y Alpha vs SPY

+0.3%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

12 quarters · since Jun 2023

Clone Performance

Aug 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+69.1%

SPY

+68.5%

Annualised alpha

+0.1%

Max drawdown

−35.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

12 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

52.4%

+9.9 pts

Top 5

89.8%

+1.9 pts

Top 10

99.1%

+0.9 pts

HHI

3,346

Highly concentrated+517

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Energy	54.5%	$12,183,975	2
Basic Materials	21.9%	$4,882,824	1
Consumer Cyclical	11.9%	$2,648,372	2
Technology	5.2%	$1,168,604	2
Financial Services	4.0%	$896,790	2
Communication Services	1.3%	$286,065	1
Consumer Defensive	1.2%	$257,641	1
Healthcare	0.1%	$22,017	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
METC	Ramaco Resources, Inc.	−242,063	315,836	$4,882,824
TSLA	Tesla, Inc.	−83	1,713	$636,807
TPL	Texas Pacific Land Corp	−27	24,675	$11,709,768
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ALURD	Allurion Technologies, Inc.	166,666	$204,999
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

12 tracked positions · $22,346,288 total · filing declares 97 positions · $260,463,922 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TPL	Texas Pacific Land Corp Energy	Reduced	24,675	-27	$11,709,768	+65.0%	52.40%
METC	Ramaco Resources, Inc. Basic Materials	Reduced	315,836	-242,063	$4,882,824	−51.4%	21.85%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	7,310	0	$2,011,565	−1.3%	9.00%
ZION	Zions Bancorporation, National Association /Ut/ Financial Services	Held	12,607	0	$726,415	−1.6%	3.25%
AAPL	Apple Inc. Technology	Held	2,859	0	$725,585	−6.6%	3.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,713	-83	$636,807	−21.2%	2.85%
SHEL	Shell plc Energy	Held	5,099	0	$474,207	+26.6%	2.12%
TRAK	ReposiTrak, Inc. Technology	Held	58,292	0	$443,019	−38.6%	1.98%
META	Meta Platforms, Inc. Communication Services	Held	500	0	$286,065	−13.3%	1.28%
CLNN	Clene Inc. Consumer Defensive	Held	52,260	0	$257,641	−16.0%	1.15%
SNFCA	Security National Financial Corp Financial Services	Held	17,972	0	$170,375	+5.2%	0.76%
HCAT	Health Catalyst, Inc. Healthcare	Held	17,337	0	$22,017	−46.9%	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.