Lunt Capital Management, Inc.

RIA/Wealth

Lunt Capital Management, Inc. is a RIA/Wealth based in Holladay, UT led by John Larry Lunt, reporting $600.9M in AUM as of Q3 2025 with 91% ETF concentration, 51% concentrated in top 10 holdings, and 17% allocation to USFR.

PresidentJohn Larry Lunt

Portfolio Value: $259.8M
Positions: 92
Top Holding: USFR at 17.29%
Last Reported: Q3 2025

Address4725 S. Holladay Blvd, Ste 220, Holladay, UT, 84117, United States

Top Holdings

Largest long holdings in Lunt Capital Management, Inc.'s portfolio (50.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 WisdomTree Floating Rate Treasury Fund USFR	ETF ETF	$44.9M	17.29%	-$7.9M Sold	— 893.8K shares	Q2 2023 Held for 2y 5m
2 Pacer Lunt Large Cap Multi-Factor Alternator PALC	ETF ETF	$13.6M	5.24%	+$9.3K Bought	— 263.1K shares	Q2 2023 Held for 2y 5m
3 First Trust Lunt U.S. Factor Rotation FCTR	ETF ETF	$10.8M	4.17%	-$583.3K Sold	— 305.2K shares	Q2 2023 Held for 2y 5m
4 Pacer Lunt MidCap Multi-Factor Alternator PAMC	ETF ETF	$10.6M	4.07%	+$88.6K Bought	— 224.7K shares	Q2 2023 Held for 2y 5m
5 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$10.2M	3.94%	-$2.1M Sold	— 111.5K shares	Q2 2023 Held for 2y 5m
6 Pacer Lunt Large Cap Alternator ALTL	ETF ETF	$9.5M	3.64%	-$282.7K Sold	— 222.6K shares	Q2 2023 Held for 2y 5m
7 iShares Treasury Floating Rate Bond TFLO	ETF ETF	$9.1M	3.51%	-$1.4M Sold	— 180.2K shares	Q2 2023 Held for 2y 5m
8 Texas Pacific Land TPL	Oil & Gas Exploration & Production Energy	$8.6M	3.32%	—	0.04% 9.2K shares	Q2 2023 Held for 2y 5m
9 Davis Select U.S. Equity DUSA	ETF ETF	$7.6M	2.93%	-$24.0K Sold	— 159.1K shares	Q2 2023 Held for 2y 5m
10 LMBS First Trust Low Duration Opportunities LMBS	ETF ETF	$6.6M	2.53%	-$125.1K Sold	— 132.0K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Lunt Capital Management, Inc.'s latest filing

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Market Value

$259.8M

Prior: $261.2M

Q/Q Change

-0.553%

-$1.4M

Net Flows % of MV

-4.48%

Turnover Ratio

4.62%

New Purchases

2 stocks

$1.6M

Added To

21 stocks

+$4.1M

Sold Out Of

2 stocks

$1.4M

Reduced Holdings

33 stocks

-$15.9M

Increased Positions

Position	Shares Δ	Change
1 Global X Defense Tech SHLD	New	0 → 11.8K +$832.1K
2 Tesla, Inc. TSLA	New	0 → 1.8K +$798.7K
3 Invesco S&P 500 Momentum SPMO	+101.86%	10.7K → 21.5K +$1.3M
4 Vanguard Total Stock Market VTI	+78.57%	4.6K → 8.1K +$1.2M
5 SPDR Portfolio S&P 600 Small Cap ETF SPSM	+42.84%	27.4K → 39.1K +$543.8K

Decreased Positions

Position	Shares Δ	Change
1 Communication Services Select Sector SPDR Fund XLC	Sold	6.9K → 0 −$748.7K
2 Financial Select Sector SPDR Fund XLF	Sold	13.1K → 0 −$687.6K
3 Invesco S&P International Developed Momentum IDMO	-75.69%	30.4K → 7.4K −$1.2M
4 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	-16.75%	133.9K → 111.5K −$2.1M
5 VanEck Morningstar Wide Moat ETF MOAT	-15.9%	52.4K → 44.1K −$826.3K