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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lunt Capital Management Inc
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|---|---|
| CRD # | 125183 |
| SEC # | 801-70051 |
| CIK # | 0001608034 |
| AUM | $600.9 M (2025-03-28) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 801-503-3035 |
| Address | 4725 S Holladay Blvd, Ste 220 Holladay, UT 84117 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Texas Pacific Land Corp | 9.8 | ||
| Royal Caribbean Cruises Ltd | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 16.6 |
| (b) Individuals (high net worth individuals) | 69 | 95.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 41.8 |
| (h) Charitable organizations | 6 | 11.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 10 | 344.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 42 | 91.3 |
| (n) Other | 0 | 0.0 |
| Total | 580 | 600.9 |
| By Discretionary | ||
| Discretionary | 563 | 292.5 |
| Non-Discretionary | 17 | 308.3 |
| Total | 580 | 600.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 600.9 | |
| Total | 580 | 600.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001608034] |
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