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Holdings (Monthly) Guide ↗

FundX Future Fund Opportunities ETF

· FundX Investment Trust
Monthly Holdings $208M AUM 164 positions Period Dec 2025 Filed Jun 17, 2026 EDGAR ↗ ← All Funds
All 16 New 63 Added 5 Reduced 78 Exited · Dec 2025 vs Sep 2025
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Mount Vernon Liquid Assets Portfolio, LLC N/A Dec 2025 20,790,903 +20,758,896 $20.8M +1716.5% 11.34% STIV
2 iShares Russell Mid-Cap Growth IWP Dec 2025 99,049 — $13.6M -3.8% 7.40% EC
3 iShares S&P Small-Cap 600 Grow IJT Dec 2025 64,211 — $9.1M -0.2% 4.95% EC
4 Guardant Health Inc GH Dec 2025 36,827 +5,541 $3.8M +92.4% 2.05% EC
5 Ionis Pharmaceuticals Inc IONS Dec 2025 45,851 +9,695 $3.6M +53.4% 1.98% EC
6 Penumbra Inc PEN Dec 2025 11,629 +5,425 $3.6M +130.1% 1.97% EC
7 Globus Medical Inc GMED Dec 2025 41,011 +11,988 $3.6M +115.4% 1.95% EC
8 Millicom International Cellula TIGO Dec 2025 62,959 NEW $3.5M — 1.90% EC
9 TechnipFMC PLC FTI Dec 2025 73,819 NEW $3.3M — 1.79% EC
10 Advanced Drainage Systems Inc WMS Dec 2025 21,502 +6,494 $3.1M +49.6% 1.70% EC
11 Natera Inc NTRA Dec 2025 13,301 +3,741 $3.0M +98.0% 1.66% EC
12 Halozyme Therapeutics Inc HALO Dec 2025 44,731 +13,248 $3.0M +30.4% 1.64% EC
13 Wintrust Financial Corp WTFC Dec 2025 19,552 +5,810 $2.7M +50.2% 1.49% EC
14 Wynn Resorts Ltd WYNN Dec 2025 22,329 +6,607 $2.7M +33.2% 1.47% EC
15 YETI Holdings Inc YETI Dec 2025 59,917 +14,666 $2.6M +76.3% 1.44% EC
16 DraftKings Inc DKNG Dec 2025 76,103 +30,854 $2.6M +55.0% 1.43% EC
17 iRhythm Technologies Inc IRTC Dec 2025 14,777 +4,378 $2.6M +46.6% 1.43% EC
18 Planet Fitness Inc PLNT Dec 2025 23,870 +7,183 $2.6M +49.5% 1.41% EC
19 InterDigital Inc IDCC Dec 2025 8,015 +2,324 $2.6M +29.9% 1.39% EC
20 Tetra Tech Inc TTEK Dec 2025 71,040 +28,816 $2.4M +69.1% 1.30% EC
21 FirstCash Holdings Inc FCFS Dec 2025 14,865 +4,451 $2.4M +43.6% 1.29% EC
22 Green Plains Inc GPRE — 240,903 NEW $2.4M — 1.29% EC
23 Onto Innovation Inc ONTO — 14,727 NEW $2.3M — 1.27% EC
24 RH RH Dec 2025 12,113 +6,532 $2.2M +91.4% 1.18% EC
25 Celsius Holdings Inc CELH Dec 2025 47,359 +22,738 $2.2M +53.0% 1.18% EC
26 HealthEquity Inc HQY Dec 2025 23,642 +8,619 $2.2M +52.1% 1.18% EC
27 RadNet Inc RDNT Dec 2025 30,270 +8,916 $2.2M +32.7% 1.18% EC
28 Mercury Systems Inc MRCY Dec 2025 29,280 +8,893 $2.1M +35.5% 1.17% EC
29 Gitlab Inc GTLB Dec 2025 56,461 +21,986 $2.1M +36.3% 1.16% EC
30 Sensient Technologies Corp SXT Dec 2025 22,296 +6,679 $2.1M +42.9% 1.14% EC
31 First American Government Obli FGXXX Dec 2025 2,092,390 -6,840,079 $2.1M -76.6% 1.14% STIV
32 Watts Water Technologies Inc WTS Dec 2025 7,485 +2,142 $2.1M +38.5% 1.13% EC
33 GDS Holdings Ltd GDS Dec 2025 59,048 +17,280 $2.1M +27.5% 1.12% EC
34 ON Semiconductor Corp ON Dec 2025 38,009 +10,252 $2.1M +50.4% 1.12% EC
35 Dave Inc DAVE — 9,280 NEW $2.1M — 1.12% EC
36 Verra Mobility Corp VRRM Dec 2025 90,174 +27,101 $2.0M +29.7% 1.10% EC
37 Piper Sandler Cos PIPR Dec 2025 5,941 +1,791 $2.0M +40.2% 1.10% EC
38 Embraer SA EMBJ Dec 2025 31,296 +8,894 $2.0M +48.8% 1.10% EC
39 Universal Display Corp OLED — 17,000 NEW $2.0M — 1.08% EC
40 Q2 Holdings Inc QTWO Dec 2025 27,300 +8,419 $2.0M +44.1% 1.07% EC
41 Cirrus Logic Inc CRUS Dec 2025 16,470 +4,946 $2.0M +35.2% 1.06% EC
42 Cognex Corp CGNX — 54,000 NEW $1.9M — 1.06% EC
43 Herc Holdings Inc HRI — 13,000 NEW $1.9M — 1.05% EC
44 Cheesecake Factory Inc/The CAKE Dec 2025 37,346 +11,296 $1.9M +32.4% 1.03% EC
45 Oshkosh Corp OSK Dec 2025 14,916 +4,439 $1.9M +37.9% 1.02% EC
46 Bright Horizons Family Solutio BFAM Dec 2025 18,354 +5,706 $1.9M +35.5% 1.02% EC
47 Fabrinet FN Dec 2025 4,044 NEW $1.8M — 1.00% EC
48 Dynatrace Inc DT Dec 2025 41,788 +12,417 $1.8M +27.3% 0.99% EC
49 Super Group SGHC Ltd SGHC Dec 2025 149,469 NEW $1.8M — 0.97% EC
50 ADMA Biologics Inc ADMA Dec 2025 97,432 +33,312 $1.8M +89.1% 0.97% EC
51 Global-e Online Ltd GLBE Dec 2025 45,109 NEW $1.8M — 0.97% EC
52 Zurn Elkay Water Solutions Cor ZWS Dec 2025 38,071 +11,497 $1.8M +41.6% 0.97% EC
53 Stride Inc LRN Dec 2025 27,050 +16,524 $1.8M +12.0% 0.96% EC
54 Ligand Pharmaceuticals Inc LGND — 9,280 NEW $1.8M — 0.96% EC
55 Catalyst Pharmaceuticals Inc CPRX Dec 2025 74,973 +28,433 $1.7M +90.9% 0.95% EC
56 Carpenter Technology Corp CRS Dec 2025 5,484 -272 $1.7M +22.2% 0.94% EC
57 StoneX Group Inc SNEX Dec 2025 17,770 +5,310 $1.7M +34.4% 0.92% EC
58 BWX Technologies Inc BWXT Dec 2025 9,763 -52 $1.7M -6.8% 0.92% EC
59 Sterling Infrastructure Inc STRL Dec 2025 5,476 +439 $1.7M -2.0% 0.91% EC
60 Knife River Corp KNF Dec 2025 23,362 +7,214 $1.6M +32.4% 0.90% EC
61 Palomar Holdings Inc PLMR Dec 2025 12,020 +3,502 $1.6M +62.9% 0.88% EC
62 Ollie's Bargain Outlet Holding OLLI Dec 2025 14,725 +4,424 $1.6M +22.0% 0.88% EC
63 GeneDx Holdings Corp WGS — 12,053 NEW $1.6M — 0.86% EC
64 Coherent Corp COHR Dec 2025 8,474 -10,326 $1.6M -22.8% 0.85% EC
65 Silicon Laboratories Inc SLAB Dec 2025 11,878 +3,580 $1.6M +42.7% 0.85% EC
66 AeroVironment Inc AVAV Dec 2025 6,346 -300 $1.5M -26.7% 0.84% EC
67 Casella Waste Systems Inc CWST Dec 2025 15,286 +4,777 $1.5M +50.1% 0.82% EC
68 Pinterest Inc PINS Dec 2025 57,575 +26,223 $1.5M +47.8% 0.81% EC
69 Goosehead Insurance Inc GSHD Dec 2025 19,986 +5,802 $1.5M +39.4% 0.80% EC
70 ESCO Technologies Inc ESE Dec 2025 7,407 +2,142 $1.4M +30.2% 0.79% EC
71 Bentley Systems Inc BSY Dec 2025 37,424 +11,234 $1.4M +5.9% 0.78% EC
72 Convatec Group PLC CNVVY Dec 2025 106,990 +36,261 $1.4M +57.2% 0.76% EC
73 Pure Storage Inc PSTG Dec 2025 20,755 +6,005 $1.4M +12.5% 0.76% EC
74 BJ's Wholesale Club Holdings I BJ Dec 2025 14,862 +4,431 $1.3M +37.6% 0.73% EC
75 CyberArk Software Ltd CYBR Dec 2025 2,937 NEW $1.3M — 0.71% EC
76 Chewy Inc CHWY Dec 2025 38,787 +11,791 $1.3M +17.4% 0.70% EC
77 Clear Secure Inc YOU — 36,213 NEW $1.3M — 0.69% EC
78 Shake Shack Inc SHAK Dec 2025 15,221 +4,838 $1.2M +27.1% 0.67% EC
79 Wingstop Inc WING Dec 2025 4,915 +1,487 $1.2M +35.9% 0.64% EC
80 RxSight Inc RXST Dec 2025 110,866 +36,460 $1.2M +72.7% 0.63% EC
81 Remitly Global Inc RELY Dec 2025 83,702 +30,426 $1.2M +33.0% 0.63% EC
82 elf Beauty Inc ELF Dec 2025 14,974 +4,760 $1.1M -15.9% 0.62% EC
83 PAR Technology Corp PAR Dec 2025 30,369 +8,977 $1.1M +30.1% 0.60% EC
84 Nutanix Inc NTNX Dec 2025 21,198 +6,483 $1.1M +0.1% 0.60% EC
85 Privia Health Group Inc PRVA — 44,291 NEW $1.1M — 0.57% EC
86 BellRing Brands Inc BRBR Dec 2025 25,153 +9,111 $672K +15.3% 0.37% EC
✕ Mount Vernon Liquid Assets Portfolio, LLC 990VR1110 — 23,840,879 SOLD $23.8M — — —
✕ iShares Russell 2000 Growth ET 464287648 — 18,311 SOLD $5.9M — — —
✕ WisdomTree International Quali 97717X131 — 101,507 SOLD $4.0M — — —
✕ iShares Russell Mid-Cap Value 464287473 — 27,975 SOLD $3.9M — — —
✕ iShares Core S&P Small-Cap ETF 464287804 — 31,894 SOLD $3.8M — — —
✕ iShares S&P Mid-Cap 400 Value 464287705 — 19,662 SOLD $2.6M — — —
✕ iShares MSCI EAFE Small-Cap ET 464288273 — 27,273 SOLD $2.1M — — —
✕ iShares Russell 2000 ETF 464287655 — 6,651 SOLD $1.6M — — —
✕ iShares S&P Mid-Cap 400 Growth 464287606 — 15,914 SOLD $1.5M — — —
✕ iShares Russell 2000 Value ETF 464287630 — 7,954 SOLD $1.4M — — —
✕ Lumentum Holdings Inc 55024U109 — 7,176 SOLD $1.2M — — —
✕ Sprouts Farmers Market Inc 85208M102 — 10,516 SOLD $1.1M — — —
✕ Ciena Corp 171779309 — 7,287 SOLD $1.1M — — —
✕ iShares S&P Small-Cap 600 Valu 464287879 — 8,787 SOLD $1.0M — — —
✕ Clearwater Analytics Holdings 185123106 — 53,649 SOLD $1.0M — — —
✕ Schwab International Small-Cap 808524888 — 20,633 SOLD $0.9M — — —
✕ Invesco QQQ Trust Series 1 46090E103 — 1,441 SOLD $0.9M — — —
✕ WisdomTree U.S. Quality Divide 97717X669 — 8,891 SOLD $0.8M — — —
✕ iShares Core S&P Mid-Cap ETF 464287507 — 8,799 SOLD $0.6M — — —
✕ SPDR S&P MidCap 400 ETF Trust 78467Y107 — 961 SOLD $0.6M — — —
✕ iShares Russell 1000 Growth ET 464287614 — 1,102 SOLD $0.5M — — —
✕ iShares MSCI EAFE Growth ETF 464288885 — 4,128 SOLD $0.5M — — —
✕ Vanguard Growth ETF 922908736 — 900 SOLD $0.4M — — —
✕ SPDR S&P 500 ETF Trust 78462F103 — 572 SOLD $0.4M — — —
✕ iShares Micro-Cap ETF 464288869 — 2,377 SOLD $0.4M — — —
✕ SPDR S&P 600 Small Cap Growth 78464A201 — 3,432 SOLD $0.3M — — —
✕ iShares Russell Mid-Cap ETF 464287499 — 3,286 SOLD $0.3M — — —
✕ SPDR Portfolio S&P 500 Growth 78464A409 — 2,810 SOLD $0.3M — — —
✕ Schwab U.S. Large-Cap Growth E 808524300 — 8,813 SOLD $0.3M — — —
✕ Vanguard Total Stock Market ET 922908769 — 725 SOLD $0.2M — — —
✕ iShares Core S&P 500 ETF 464287200 — 344 SOLD $0.2M — — —
✕ iShares MSCI EAFE ETF 464287465 — 2,151 SOLD $0.2M — — —
✕ Schwab US Small-Cap ETF 808524607 — 6,290 SOLD $0.2M — — —
✕ Schwab U.S. Mid-Cap ETF 808524508 — 5,905 SOLD $0.2M — — —
✕ iShares U.S. Home Construction 464288752 — 1,479 SOLD $0.2M — — —
✕ SPDR S&P 400 Mid CapGrowth ETF 78464A821 — 1,161 SOLD $0.1M — — —
✕ First Trust Dow Jones Select M 33718M105 — 1,400 SOLD $0.1M — — —
✕ SPDR S&P 600 Small CapValue ET 78464A300 — 946 SOLD $0.1M — — —
✕ SPDR S&P 400 Mid Cap Value ETF 78464A839 — 800 SOLD $0.1M — — —
✕ SPDR S&P International Small C 78463X871 — 1,545 SOLD $0.1M — — —
✕ Technology Select Sector SPDR 81369Y803 — 220 SOLD $0.1M — — —
✕ Invesco RAFI US 1500 Small-Mid 46137V597 — 1,350 SOLD $0.1M — — —
✕ Vanguard Small-Cap ETF 922908751 — 241 SOLD $0.1M — — —
✕ WisdomTree US SmallCap Fund 97717W562 — 1,078 SOLD $0.1M — — —
✕ WisdomTree International Small 97717W760 — 700 SOLD $0.1M — — —
✕ Vanguard Mid-Cap ETF 922908629 — 189 SOLD $0.1M — — —
✕ SPDR Portfolio Developed World 78463X889 — 1,200 SOLD $0.1M — — —
✕ SPDR S&P Aerospace & Defense E 78464A631 — 217 SOLD $0.1M — — —
✕ Global X US Infrastructure Dev 37954Y673 — 874 SOLD $0.0M — — —
✕ Invesco Semiconductors ETF 46137V647 — 510 SOLD $0.0M — — —
✕ Communication Services Select 81369Y852 — 298 SOLD $0.0M — — —
✕ Schwab International Equity ET 808524805 — 1,489 SOLD $0.0M — — —
✕ SPDR Gold Shares 78463V107 — 85 SOLD $0.0M — — —
✕ VanEck Morningstar Wide Moat E 92189F643 — 291 SOLD $0.0M — — —
✕ Invesco S&P SmallCap 600 Pure 46137V167 — 228 SOLD $0.0M — — —
✕ SPDR Portfolio S&P 500 Value E 78464A508 — 365 SOLD $0.0M — — —
✕ Dimensional US Core Equity 2 E 25434V708 — 500 SOLD $0.0M — — —
✕ iShares Core S&P Total U.S. St 464287150 — 123 SOLD $0.0M — — —
✕ Invesco S&P 500 Low Volatility 46138E354 — 236 SOLD $0.0M — — —
✕ iShares Russell 1000 Value ETF 464287598 — 84 SOLD $0.0M — — —
✕ Consumer Discretionary Select 81369Y407 — 69 SOLD $0.0M — — —
✕ iShares S&P 500 Value ETF 464287408 — 80 SOLD $0.0M — — —
✕ Invesco Next Gen Media and Gam 46137V696 — 250 SOLD $0.0M — — —
✕ Vanguard Large-Cap ETF 922908637 — 43 SOLD $0.0M — — —
✕ iShares U.S. Aerospace & Defen 464288760 — 55 SOLD $0.0M — — —
✕ iShares Select Dividend ETF 464287168 — 80 SOLD $0.0M — — —
✕ iShares U.S. Pharmaceuticals E 464288836 — 135 SOLD $0.0M — — —
✕ iShares Core MSCI Emerging Mar 46434G103 — 144 SOLD $0.0M — — —
✕ Vanguard Information Technolog 92204A702 — 12 SOLD $0.0M — — —
✕ Vanguard Energy ETF 92204A306 — 68 SOLD $0.0M — — —
✕ iShares U.S. Tech Breakthrough 46436E502 — 136 SOLD $0.0M — — —
✕ Vanguard ESG US Stock ETF 921910733 — 56 SOLD $0.0M — — —
✕ Vanguard Value ETF 922908744 — 27 SOLD $0.0M — — —
✕ Health Care Select Sector SPDR 81369Y209 — 36 SOLD $0.0M — — —
✕ One Global ETF 66538F231 — 130 SOLD $0.0M — — —
✕ iShares Russell 3000 ETF 464287689 — 10 SOLD $0.0M — — —
✕ Schwab U.S. Large-Cap Value ET 808524409 — 119 SOLD $0.0M — — —
✕ Invesco Aerospace & Defense ET 46137V100 — 16 SOLD $0.0M — — —