HALX ETF Opportunities Trust - Tuttle Capital Heavy Assets Low Obsolescence ETF
HALX targets Heavy Asset, Low Obsolescence (HALO) stocks believed to be resilient against AI disruption due to their tangible asset intensity and business characteristics associated with durable, asset-backed cash flows. The fund tracks an index of large-cap US-listed companies across various sectors. Companies receive a HALO score based on three criteria: Tangible Asset Intensity (investment in physical productive assets), Durability of Cash Flows (stability and persistence of revenues and earnings), and Lower Intangible Asset Exposure (the degree to which the business model is supported by tangible versus intangible assets). To emphasize companies with less reliance on intangible or asset-light business models, the fund applies a downward score adjustment to the information technology and communication services sectors. The portfolio holds approximately 30 to 50 securities, weighted equally. The index is reconstituted and rebalanced quarterly.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| HALX | +5.8% | +3.5% | — | — | — | — |
| Equity average (4725 funds) | -2.2% | -4.7% | +3008.3% | +1886.0% | +15.1% | +2.6% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$316 net.
Holdings · as of Nov 13, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | MTD METTLER-TOLEDO | 3.14% |
| 2 | KR KROGER CO | 2.88% |
| 3 | WST WEST PHARMACEUTICAL SERVICES | 2.81% |
| 4 | UTHR United Therapeutics Corp. | 2.78% |
| 5 | WMT WAL-MART STORES INC | 2.78% |
| 6 | UPS UNITED PARCEL SERVICE-CL B | 2.76% |
| 7 | CL COLGATE-PALMOLIVE CO | 2.64% |
| 8 | LNT ALLIANT ENERGY CORP | 2.59% |
| 9 | NI NISOURCE INC | 2.58% |
| 10 | EVRG Evergy Inc. | 2.56% |
| 11 | TSCO TRACTOR SUPPLY COMPANY | 2.56% |
| 12 | CSX CSX CORP | 2.54% |
| 13 | APD AIR PRODUCTS & CHEMICALS INC | 2.54% |
| 14 | AWK AMERICAN WATER WORKS CO INC | 2.54% |
| 15 | UNP UNION PACIFIC CORP | 2.54% |
| 16 | XEL XCEL ENERGY INC | 2.53% |
| 17 | LNG Cheniere Energy Inc | 2.51% |
| 18 | ATO Atmos Energy Corp | 2.51% |
| 19 | ETR ENTERGY CORP | 2.50% |
| 20 | EOG EOG RESOURCES INC | 2.50% |
| 21 | SBAC SBA COMMUNICATIONS CORP | 2.49% |
| 22 | CPRT COPART INC | 2.49% |
| 23 | D DOMINION RESOURCES INC/VA | 2.48% |
| 24 | RGLD ROYAL GOLD INC | 2.47% |
| 25 | FDX FEDEX CORP | 2.47% |
| 26 | NSC NORFOLK SOUTHERN CORP | 2.46% |
| 27 | TGT TARGET CORP | 2.44% |
| 28 | COP CONOCOPHILLIPS | 2.43% |
| 29 | MLM MARTIN MARIETTA MATERIALS | 2.41% |
| 30 | CMG CHIPOTLE MEXICAN GRILL INC | 2.40% |
| 31 | BURL BURLINGTON STORES INC | 2.39% |
| 32 | TRGP TARGA RESOURCES CORP. | 2.39% |
| 33 | OXY OCCIDENTAL PETROLEUM CORP | 2.25% |
| 34 | WMB WILLIAMS COMPANIES INC. | 2.23% |
| 35 | EQIX EQUINIX INC | 2.20% |
| 36 | ODFL Old Dominion Freight Line Inc. | 2.16% |
| 37 | DVN DEVON ENERGY CORP | 2.16% |
| 38 | FANG DIAMONDBACK ENERGY INC | 2.09% |
| 39 | AZO AUTOZONE INC | 2.08% |
| 40 | FCX FREEPORT-MCMORAN INC | 2.03% |
| 41 | HALX CASH AND CASH EQUIVALENTS | 0.71% |
Sector breakdown
Country breakdown
Distributions
No distributions on file.
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in HALX in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error