Velocity Tracker — MTUM — August 2026 Current month

iShares MSCI USA Momentum Factor ETF · 10 trading days · 0 new entries · 0 exits

← Jul 2026 · ← All ETFs · Portfolio

Score 0–5: ✅ Price ROC (20d) > 0 · ✅ Weight growing since entry · ✅ Weight > 50th pctile · ✅ Price above entry · ✅ Within 20% of 52w high. 4–5 = act · 3 = watch · 0–2 = wait

Trading days

New entries

Exits

2026-08-14 no changes

Trades executed (12)

BUY BKR @ 64.82 15.4273 sh score 3→4 · Price above entry

BUY CBOE @ 296.14 3.3768 sh score 3→4 · Within 20% of 52w high

BUY CFG @ 74.73 13.3815 sh score 3→4 · Price ROC 20d turned positive

BUY DVN @ 45.85 21.8103 sh score 2→4 · Weight growing since entry + Price above entry

BUY FDX @ 334.64 2.9883 sh score 3→4 · Within 20% of 52w high

BUY FLEX @ 126.16 7.9264 sh score 3→4 · Within 20% of 52w high

BUY IBKR @ 92.06 10.8625 sh score 3→4 · Price ROC 20d turned positive

BUY OKE @ 94.99 10.5274 sh score 3→4 · Price ROC 20d turned positive

BUY VRT @ 293.84 3.4032 sh score 3→4 · Price ROC 20d turned positive

BUY WMB @ 75.20 13.2979 sh score 3→4 · Price ROC 20d turned positive

SELL ALAB @ 321.61 3.0981 sh signal · score 4→3

SELL CASY @ 846.45 1.1919 sh signal · score 4→3

Top weight movers (20d)

MU MICRON TECHNOLOGY +0.430%

STX SEAGATE TECHNOLOGY HOLDINGS +0.330%

AMAT APPLIED MATERIAL INC -0.250%

CAT CATERPILLAR INC -0.220%

GEV GE VERNOVA INC -0.200%

🌱 Rising stars — 2026-08-14

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+51.9%	4/5
MPC	Energy	2026-05-29	0.35% → 0.50%	+43%	+42.9%	5/5
VLO	Energy	2026-05-29	0.47% → 0.66%	+40%	+39.6%	5/5
PSX	Energy	2026-05-29	0.34% → 0.46%	+35%	+32.8%	5/5

Top 20 holdings — 2026-08-14

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.54%	+14.5%	99.2th	-14.3%	5/5
AMD	Information Tech	5.21%	+3.8%	98.4th	-7.8%	5/5
AVGO	Information Tech	4.50%	+6.0%	97.6th	-12.0%	4/5
INTC	Information Tech	4.35%	+7.8%	96.8th	-23.5%	4/5
XOM	Energy	3.66%	+8.6%	96.0th	-6.4%	4/5
CAT	Industrials	3.62%	-2.7%	95.2th	-14.1%	4/5
JNJ	Health Care	3.39%	+2.9%	94.4th	-1.2%	4/5
LRCX	Information Tech	3.31%	+6.1%	93.7th	-14.6%	5/5
GEV	Industrials	3.11%	+0.5%	92.9th	-7.5%	5/5
AMAT	Information Tech	2.93%	-4.2%	92.1th	-19.1%	4/5
WMT	Consumer Staples	2.59%	+0.9%	91.3th	-13.9%	4/5
STX	Information Tech	2.38%	+23.6%	90.5th	-9.0%	5/5
GOOGL	Communication	2.37%	-0.3%	89.7th	-13.7%	3/5
CSCO	Information Tech	2.32%	-0.2%	88.9th	-8.2%	2/5
WDC	Information Tech	1.97%	+6.6%	88.1th	-31.8%	4/5
GOOG	Communication	1.83%	-0.7%	87.3th	-13.5%	3/5
TXN	Information Tech	1.79%	-1.6%	86.5th	-13.4%	2/5
CVX	Energy	1.68%	+6.7%	85.7th	0.0%	5/5
KLAC	Information Tech	1.61%	-4.2%	84.9th	-89.5%	2/5
ADI	Information Tech	1.45%	+3.7%	84.1th	-10.4%	5/5

2026-08-13 no changes

Trades executed (13)

SELL TPR @ 128.39 6.7829 sh stop_loss

BUY ALAB @ 322.78 3.0981 sh score 3→4 · Price ROC 20d turned positive

BUY BE @ 236.22 4.2333 sh score 3→4 · Price ROC 20d turned positive

BUY GLW @ 158.54 6.3076 sh score 3→4 · Price ROC 20d turned positive

BUY INTC @ 104.56 9.5639 sh score 3→4 · Price ROC 20d turned positive

BUY MS @ 218.38 4.5792 sh score 3→4 · Price ROC 20d turned positive

BUY WDC @ 487.29 2.0522 sh score 3→4 · Price ROC 20d turned positive

SELL BKR @ 63.44 15.6079 sh signal · score 4→3

SELL CFG @ 74.11 13.9567 sh signal · score 4→3

SELL CSCO @ 113.47 8.6214 sh signal · score 5→3

SELL FCX @ 66.83 14.4113 sh signal · score 4→3

SELL OKE @ 92.64 10.8143 sh signal · score 4→3

SELL TJX @ 153.81 6.3947 sh signal · score 4→3

Top weight movers (20d)

MU MICRON TECHNOLOGY +0.420%

AMD ADVANCED MICRO DEVICES -0.360%

AVGO BROADCOM INC +0.340%

CAT CATERPILLAR INC -0.290%

STX SEAGATE TECHNOLOGY HOLDINGS +0.240%

🌱 Rising stars — 2026-08-13

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+54.7%	4/5
MPC	Energy	2026-05-29	0.35% → 0.50%	+43%	+43.3%	5/5
VLO	Energy	2026-05-29	0.47% → 0.66%	+40%	+40.1%	5/5
PSX	Energy	2026-05-29	0.34% → 0.46%	+35%	+32.3%	5/5

Top 20 holdings — 2026-08-13

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.43%	+11.3%	99.2th	-22.6%	4/5
AMD	Information Tech	4.92%	-3.6%	98.4th	-13.4%	4/5
AVGO	Information Tech	4.80%	+11.6%	97.6th	-4.3%	4/5
INTC	Information Tech	4.46%	+7.8%	96.8th	-24.1%	4/5
XOM	Energy	3.64%	+8.7%	96.0th	-10.5%	4/5
CAT	Industrials	3.63%	-2.6%	95.2th	-15.6%	4/5
JNJ	Health Care	3.43%	+4.8%	94.4th	-1.6%	4/5
LRCX	Information Tech	3.37%	+5.0%	93.7th	-20.0%	5/5
AMAT	Information Tech	3.10%	-4.7%	92.9th	-14.0%	4/5
GEV	Industrials	3.09%	+1.3%	92.1th	-13.8%	5/5
WMT	Consumer Staples	2.61%	+0.7%	91.3th	-16.5%	4/5
GOOGL	Communication	2.38%	-2.3%	90.5th	-11.6%	3/5
CSCO	Information Tech	2.36%	+3.5%	89.7th	-0.2%	3/5
STX	Information Tech	2.26%	+23.6%	88.9th	-24.1%	4/5
WDC	Information Tech	1.89%	+4.4%	88.1th	-41.8%	4/5
GOOG	Communication	1.84%	-2.8%	87.3th	-11.0%	3/5
TXN	Information Tech	1.76%	-6.1%	86.5th	-11.4%	2/5
CVX	Energy	1.66%	+7.5%	84.9th	-5.2%	5/5
KLAC	Information Tech	1.66%	-4.6%	84.9th	-89.8%	2/5
ADI	Information Tech	1.43%	+0.2%	84.1th	-10.2%	5/5

2026-08-12 no changes

Trades executed (11)

BUY CASY @ 839.03 1.1919 sh score 3→4 · Price ROC 20d turned positive

BUY CIEN @ 432.05 2.3145 sh score 3→4 · Price ROC 20d turned positive

BUY EXPD @ 184.47 5.4209 sh score 3→4 · Price ROC 20d turned positive

BUY MRVL @ 217.08 4.6066 sh score 3→4 · Price ROC 20d turned positive

BUY MU @ 911.29 1.0973 sh score 3→4 · Price ROC 20d turned positive

BUY OKE @ 92.47 10.8143 sh score 3→4 · Price ROC 20d turned positive

BUY STX @ 878.21 1.1387 sh score 3→4 · Price ROC 20d turned positive

BUY WBD @ 27.65 36.1664 sh score 3→4 · Price ROC 20d turned positive

BUY WMT @ 116.01 8.6199 sh score 3→4 · Price ROC 20d turned positive

SELL DVN @ 44.86 22.0459 sh signal · score 4→3

SELL SLB @ 52.61 18.6289 sh signal · score 4→3

Top weight movers (20d)

AMD ADVANCED MICRO DEVICES -0.380%

AVGO BROADCOM INC +0.310%

STX SEAGATE TECHNOLOGY HOLDINGS +0.250%

CAT CATERPILLAR INC -0.240%

CSCO CISCO SYSTEMS INC +0.210%

🌱 Rising stars — 2026-08-12

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+52.7%	4/5
MPC	Energy	2026-05-29	0.35% → 0.49%	+40%	+40.0%	5/5
VLO	Energy	2026-05-29	0.47% → 0.64%	+36%	+34.9%	5/5

Top 20 holdings — 2026-08-12

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.18%	+0.8%	99.2th	-22.6%	4/5
AMD	Information Tech	4.93%	-8.7%	98.4th	-13.4%	4/5
AVGO	Information Tech	4.80%	+5.5%	97.6th	-4.3%	4/5
INTC	Information Tech	4.32%	-2.0%	96.8th	-24.1%	3/5
XOM	Energy	3.68%	+10.5%	96.0th	-10.5%	4/5
CAT	Industrials	3.65%	-6.4%	95.2th	-15.6%	4/5
JNJ	Health Care	3.42%	+5.6%	94.4th	-1.6%	4/5
LRCX	Information Tech	3.27%	-2.8%	93.7th	-20.0%	4/5
AMAT	Information Tech	3.19%	-5.4%	92.9th	-14.0%	4/5
GEV	Industrials	3.07%	-1.5%	92.1th	-13.8%	4/5
WMT	Consumer Staples	2.62%	+3.1%	91.3th	-16.5%	4/5
CSCO	Information Tech	2.59%	+10.8%	90.5th	-0.2%	5/5
GOOGL	Communication	2.37%	-7.4%	89.7th	-11.6%	3/5
STX	Information Tech	2.16%	+6.0%	88.9th	-24.1%	4/5
GOOG	Communication	1.84%	-7.5%	88.1th	-11.0%	3/5
TXN	Information Tech	1.79%	-8.2%	87.3th	-11.4%	2/5
WDC	Information Tech	1.77%	-11.6%	86.5th	-41.8%	3/5
CVX	Energy	1.66%	+8.3%	84.9th	-5.2%	5/5
KLAC	Information Tech	1.66%	-7.2%	84.9th	-89.8%	2/5
ADI	Information Tech	1.45%	-1.7%	83.3th	-10.2%	4/5

2026-08-11 no changes

Trades executed (6)

BUY BIIB @ 203.89 4.9046 sh score 3→4 · Price ROC 20d turned positive

BUY SLB @ 53.68 18.6289 sh score 3→4 · Weight growing since entry

SELL CF @ 117.80 8.2318 sh signal · score 4→2

SELL GOOG @ 343.00 2.8103 sh signal · score 4→3

SELL GOOGL @ 343.80 2.7970 sh signal · score 4→3

SELL WELL @ 226.01 4.2150 sh signal · score 4→3

Top weight movers (20d)

AMD ADVANCED MICRO DEVICES -0.490%

XOM EXXONMOBIL HOLDINGS CORP +0.400%

AVGO BROADCOM INC +0.320%

WDC WESTERN DIGITAL CORP -0.280%

AMAT APPLIED MATERIAL INC -0.270%

🌱 Rising stars — 2026-08-11

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+54.0%	4/5
MPC	Energy	2026-05-29	0.35% → 0.49%	+40%	+35.2%	5/5
VLO	Energy	2026-05-29	0.47% → 0.64%	+36%	+32.3%	5/5
PSX	Energy	2026-05-29	0.34% → 0.45%	+32%	+27.6%	5/5

Top 20 holdings — 2026-08-11

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.02%	-11.7%	99.2th	-22.6%	3/5
AMD	Information Tech	4.95%	-13.5%	98.4th	-13.4%	4/5
AVGO	Information Tech	4.90%	+6.9%	97.6th	-4.3%	4/5
INTC	Information Tech	4.27%	-9.3%	96.8th	-24.1%	3/5
XOM	Energy	3.76%	+10.1%	96.0th	-10.5%	4/5
CAT	Industrials	3.68%	-9.6%	95.2th	-15.6%	4/5
JNJ	Health Care	3.48%	+2.3%	94.4th	-1.6%	4/5
LRCX	Information Tech	3.20%	-10.0%	93.7th	-20.0%	4/5
AMAT	Information Tech	3.12%	-11.8%	92.9th	-14.0%	4/5
GEV	Industrials	3.05%	-5.1%	92.1th	-13.8%	4/5
WMT	Consumer Staples	2.62%	-0.4%	91.3th	-16.5%	3/5
CSCO	Information Tech	2.57%	+2.9%	90.5th	-0.2%	5/5
GOOGL	Communication	2.42%	-4.4%	89.7th	-11.6%	3/5
STX	Information Tech	2.06%	-6.6%	88.9th	-24.1%	3/5
GOOG	Communication	1.88%	-4.0%	88.1th	-11.0%	3/5
TXN	Information Tech	1.86%	-8.0%	87.3th	-11.4%	2/5
WDC	Information Tech	1.74%	-22.3%	86.5th	-41.8%	3/5
CVX	Energy	1.70%	+8.2%	85.7th	-5.2%	5/5
KLAC	Information Tech	1.63%	-13.0%	84.9th	-89.8%	2/5
ADI	Information Tech	1.48%	-1.9%	84.1th	-10.2%	4/5

2026-08-10 no changes

Trades executed (12)

BUY BKR @ 64.07 15.6079 sh score 3→5 · Weight growing since entry + Price above entry

BUY CF @ 121.48 8.2318 sh score 2→4 · Price ROC 20d turned positive + Weight growing since entry

BUY CRDO @ 239.94 4.1677 sh score 3→4 · Price ROC 20d turned positive

BUY DVN @ 45.36 22.0459 sh score 2→4 · Weight growing since entry + Price above entry

BUY EQIX @ 1043.38 0.9584 sh score 3→4 · Price ROC 20d turned positive

BUY FANG @ 198.97 5.0259 sh score 2→4 · Weight growing since entry + Price above entry

BUY FTI @ 74.13 13.4898 sh score 3→4 · Price ROC 20d turned positive

BUY GOOG @ 355.84 2.8103 sh score 3→4 · Price ROC 20d turned positive

BUY GOOGL @ 357.52 2.7970 sh score 3→4 · Price ROC 20d turned positive

BUY OXY @ 58.65 17.0503 sh score 2→4 · Weight growing since entry + Price above entry

SELL BIIB @ 207.13 4.7973 sh signal · score 4→3

SELL WBD @ 26.87 37.3413 sh signal · score 4→3

Top weight movers (20d)

AMD ADVANCED MICRO DEVICES -0.600%

MU MICRON TECHNOLOGY -0.580%

AVGO BROADCOM INC +0.570%

XOM EXXONMOBIL HOLDINGS CORP +0.490%

WDC WESTERN DIGITAL CORP -0.410%

🌱 Rising stars — 2026-08-10

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+52.7%	4/5
VLO	Energy	2026-05-29	0.47% → 0.63%	+34%	+28.6%	5/5
MPC	Energy	2026-05-29	0.35% → 0.46%	+31%	+28.8%	5/5

Top 20 holdings — 2026-08-10

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	5.99%	-8.1%	99.2th	-22.6%	3/5
AVGO	Information Tech	4.99%	+10.0%	98.4th	-4.3%	4/5
AMD	Information Tech	4.91%	-12.1%	97.6th	-13.4%	4/5
INTC	Information Tech	4.28%	-5.4%	96.8th	-24.1%	3/5
XOM	Energy	3.78%	+10.6%	96.0th	-10.5%	4/5
CAT	Industrials	3.66%	-10.1%	95.2th	-15.6%	4/5
JNJ	Health Care	3.52%	+1.6%	94.4th	-1.6%	4/5
LRCX	Information Tech	3.15%	-7.1%	93.7th	-20.0%	4/5
AMAT	Information Tech	3.11%	-9.3%	92.9th	-14.0%	4/5
GEV	Industrials	3.00%	-5.0%	92.1th	-13.8%	4/5
CSCO	Information Tech	2.63%	+2.8%	91.3th	-0.2%	5/5
WMT	Consumer Staples	2.61%	-1.8%	90.5th	-16.5%	3/5
GOOGL	Communication	2.53%	+1.4%	89.7th	-11.6%	4/5
STX	Information Tech	2.02%	-6.9%	88.9th	-24.1%	3/5
GOOG	Communication	1.96%	+1.5%	88.1th	-11.0%	4/5
TXN	Information Tech	1.86%	-6.1%	87.3th	-11.4%	2/5
WDC	Information Tech	1.75%	-21.1%	86.5th	-41.8%	3/5
CVX	Energy	1.69%	+7.0%	85.7th	-5.2%	5/5
KLAC	Information Tech	1.57%	-13.3%	84.9th	-89.8%	2/5
ADI	Information Tech	1.48%	-0.5%	84.1th	-10.2%	4/5

2026-08-07 no changes

Trades executed (8)

BUY ENTG @ 152.08 6.5755 sh score 2→4 · Price ROC 20d turned positive + Within 20% of 52w high

BUY JNJ @ 259.24 3.8574 sh score 3→4 · Price ROC 20d turned positive

BUY LRCX @ 311.35 3.2118 sh score 3→4 · Within 20% of 52w high

BUY RPRX @ 56.77 17.6149 sh score 3→4 · Price ROC 20d turned positive

BUY WBD @ 26.78 37.3413 sh score 3→4 · Price ROC 20d turned positive

SELL CBOE @ 286.58 3.2234 sh signal · score 4→3

SELL EQIX @ 1042.62 0.9546 sh signal · score 4→3

SELL GOOG @ 353.47 2.8039 sh signal · score 4→3

Top weight movers (20d)

AVGO BROADCOM INC +0.590%

WDC WESTERN DIGITAL CORP -0.450%

AMD ADVANCED MICRO DEVICES -0.440%

CAT CATERPILLAR INC -0.320%

MU MICRON TECHNOLOGY -0.310%

🌱 Rising stars — 2026-08-07

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+52.2%	4/5

Top 20 holdings — 2026-08-07

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.06%	-10.4%	99.2th	-22.6%	3/5
AMD	Information Tech	5.03%	-13.4%	97.6th	-13.4%	4/5
AVGO	Information Tech	5.03%	+6.9%	97.6th	-4.3%	4/5
INTC	Information Tech	4.43%	-7.5%	96.8th	-24.1%	3/5
CAT	Industrials	3.66%	-11.6%	96.0th	-15.6%	4/5
XOM	Energy	3.59%	+10.2%	95.2th	-10.5%	4/5
JNJ	Health Care	3.46%	+0.9%	94.4th	-1.6%	4/5
AMAT	Information Tech	3.19%	-10.5%	93.7th	-14.0%	4/5
LRCX	Information Tech	3.18%	-11.1%	92.9th	-20.0%	4/5
GEV	Industrials	2.97%	-9.3%	92.1th	-13.8%	4/5
CSCO	Information Tech	2.59%	+0.1%	91.3th	-0.2%	5/5
WMT	Consumer Staples	2.58%	-1.8%	90.5th	-16.5%	3/5
GOOGL	Communication	2.49%	-0.8%	89.7th	-11.6%	3/5
STX	Information Tech	2.04%	-10.7%	88.9th	-24.1%	3/5
GOOG	Communication	1.94%	-0.4%	88.1th	-11.0%	3/5
TXN	Information Tech	1.88%	-8.1%	87.3th	-11.4%	2/5
WDC	Information Tech	1.72%	-25.5%	86.5th	-41.8%	3/5
CVX	Energy	1.60%	+5.8%	84.9th	-5.2%	5/5
KLAC	Information Tech	1.60%	-14.4%	84.9th	-89.8%	2/5
ADI	Information Tech	1.49%	-1.4%	84.1th	-10.2%	4/5

2026-08-06 no changes

Trades executed (5)

BUY EOG @ 136.20 7.3421 sh score 3→5 · Price ROC 20d turned positive + Weight rank entered top half

BUY XOM @ 154.84 6.4583 sh score 3→4 · Price above entry

SELL GOOGL @ 357.75 2.6773 sh signal · score 4→3

SELL GS @ 1032.58 0.9497 sh signal · score 4→3

SELL MS @ 213.75 4.5815 sh signal · score 4→3

Top weight movers (20d)

XOM EXXONMOBIL HOLDINGS CORP +0.520%

AMD ADVANCED MICRO DEVICES -0.470%

AVGO BROADCOM INC +0.440%

WDC WESTERN DIGITAL CORP -0.420%

MU MICRON TECHNOLOGY -0.390%

🌱 Rising stars — 2026-08-06

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+47.6%	4/5

Top 20 holdings — 2026-08-06

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.11%	-11.1%	99.2th	-27.4%	3/5
AMD	Information Tech	5.10%	-10.5%	98.4th	-14.7%	4/5
AVGO	Information Tech	4.96%	+4.9%	97.6th	-12.9%	4/5
INTC	Information Tech	4.37%	-11.3%	96.8th	-32.7%	3/5
CAT	Industrials	3.73%	-8.7%	96.0th	-18.3%	4/5
XOM	Energy	3.65%	+12.6%	95.2th	-9.1%	4/5
JNJ	Health Care	3.45%	-0.8%	94.4th	-2.7%	3/5
LRCX	Information Tech	3.14%	-13.4%	93.7th	-24.7%	3/5
AMAT	Information Tech	3.13%	-10.4%	92.9th	-19.0%	4/5
GEV	Industrials	3.01%	-7.0%	92.1th	-13.8%	4/5
WMT	Consumer Staples	2.59%	-0.1%	91.3th	-16.9%	3/5
CSCO	Information Tech	2.58%	+2.2%	90.5th	-4.6%	5/5
GOOGL	Communication	2.52%	-0.3%	89.7th	-11.1%	3/5
STX	Information Tech	2.14%	-4.2%	88.9th	-20.0%	3/5
GOOG	Communication	1.96%	+0.1%	88.1th	-10.2%	4/5
TXN	Information Tech	1.84%	-9.8%	87.3th	-14.6%	2/5
WDC	Information Tech	1.80%	-21.9%	86.5th	-27.0%	3/5
CVX	Energy	1.63%	+8.7%	85.7th	0.0%	5/5
KLAC	Information Tech	1.57%	-15.8%	84.9th	-90.6%	2/5
ADI	Information Tech	1.45%	-4.1%	84.1th	-15.4%	4/5

2026-08-05 no changes

Trades executed (8)

BUY FCX @ 69.39 14.4113 sh score 3→4 · Price above entry

BUY MS @ 218.27 4.5815 sh score 3→4 · Price ROC 20d turned positive

BUY WELL @ 237.25 4.2150 sh score 3→4 · Price ROC 20d turned positive

SELL ADM @ 77.58 12.5203 sh signal · score 4→1

SELL STX @ 837.66 1.1829 sh signal · score 4→3

SELL WDC @ 519.17 1.8230 sh signal · score 4→3

SELL WMT @ 112.34 9.0326 sh signal · score 4→3

SELL XOM @ 151.63 6.4746 sh signal · score 4→3

Top weight movers (20d)

AMD ADVANCED MICRO DEVICES -0.470%

XOM EXXONMOBIL HOLDINGS CORP +0.440%

MU MICRON TECHNOLOGY -0.440%

AVGO BROADCOM INC +0.360%

LRCX LAM RESEARCH -0.340%

🌱 Rising stars — 2026-08-05

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+49.4%	4/5

Top 20 holdings — 2026-08-05

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.16%	-5.9%	99.2th	-27.4%	3/5
AMD	Information Tech	5.00%	-6.8%	98.4th	-14.7%	4/5
AVGO	Information Tech	4.90%	+7.6%	97.6th	-12.9%	4/5
INTC	Information Tech	4.39%	-8.3%	96.8th	-32.7%	3/5
CAT	Industrials	3.77%	-8.1%	96.0th	-18.3%	4/5
XOM	Energy	3.55%	+7.4%	95.2th	-9.1%	3/5
JNJ	Health Care	3.43%	-2.2%	94.4th	-2.7%	3/5
AMAT	Information Tech	3.16%	-6.4%	93.7th	-19.0%	4/5
LRCX	Information Tech	3.14%	-7.7%	92.9th	-24.7%	3/5
GEV	Industrials	3.05%	-5.0%	92.1th	-13.8%	4/5
CSCO	Information Tech	2.58%	+6.7%	90.5th	-4.6%	5/5
WMT	Consumer Staples	2.58%	-0.7%	90.5th	-16.9%	3/5
GOOGL	Communication	2.54%	+0.1%	89.7th	-11.1%	4/5
STX	Information Tech	2.09%	-2.6%	88.9th	-20.0%	3/5
WDC	Information Tech	2.06%	-5.7%	88.1th	-27.0%	3/5
GOOG	Communication	1.97%	+0.4%	87.3th	-10.2%	4/5
TXN	Information Tech	1.82%	-7.8%	86.5th	-14.6%	2/5
CVX	Energy	1.60%	+5.9%	85.7th	0.0%	5/5
KLAC	Information Tech	1.56%	-12.8%	84.9th	-90.6%	2/5
ADI	Information Tech	1.44%	-2.0%	84.1th	-15.4%	4/5

2026-08-04 no changes

Trades executed (13)

BUY ADM @ 79.87 12.5203 sh score 3→4 · Price above entry

BUY APH @ 171.33 5.8367 sh score 3→4 · Price ROC 20d turned positive

BUY BIIB @ 208.45 4.7973 sh score 3→4 · Price ROC 20d turned positive

BUY COHR @ 323.73 3.0890 sh score 3→4 · Price ROC 20d turned positive

BUY GS @ 1052.98 0.9497 sh score 3→4 · Price ROC 20d turned positive

BUY JBL @ 340.00 2.9412 sh score 3→4 · Price ROC 20d turned positive

BUY NEM @ 97.73 10.2323 sh score 3→4 · Price ROC 20d turned positive

BUY RVMD @ 193.46 5.1690 sh score 3→4 · Price ROC 20d turned positive

BUY STX @ 845.35 1.1829 sh score 3→4 · Price ROC 20d turned positive

BUY WDC @ 548.56 1.8230 sh score 3→4 · Price ROC 20d turned positive

SELL DVN @ 44.05 22.1582 sh signal · score 4→2

SELL FANG @ 191.87 5.0218 sh signal · score 4→3

SELL WELL @ 231.57 4.2900 sh signal · score 4→3

Top weight movers (20d)

INTC INTEL CORPORATION -0.370%

AVGO BROADCOM INC +0.370%

MU MICRON TECHNOLOGY -0.340%

XOM EXXONMOBIL HOLDINGS CORP +0.320%

CAT CATERPILLAR INC -0.280%

🌱 Rising stars — 2026-08-04

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.06%	+50%	+38.0%	4/5

Top 20 holdings — 2026-08-04

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.09%	-4.9%	99.2th	-27.4%	3/5
AMD	Information Tech	5.32%	+0.5%	98.4th	-14.7%	5/5
AVGO	Information Tech	4.85%	+12.8%	97.6th	-12.9%	4/5
INTC	Information Tech	4.34%	-8.6%	96.8th	-32.7%	3/5
CAT	Industrials	3.76%	-6.8%	96.0th	-18.3%	4/5
XOM	Energy	3.57%	+8.7%	95.2th	-9.1%	4/5
JNJ	Health Care	3.36%	-4.6%	94.4th	-2.7%	3/5
LRCX	Information Tech	3.21%	-2.6%	93.7th	-24.7%	3/5
AMAT	Information Tech	3.19%	-1.4%	92.9th	-19.0%	4/5
GEV	Industrials	3.02%	-5.4%	92.1th	-13.8%	4/5
GOOGL	Communication	2.62%	+2.9%	91.3th	-11.1%	4/5
CSCO	Information Tech	2.56%	+8.9%	90.5th	-4.6%	5/5
WMT	Consumer Staples	2.53%	+0.0%	89.7th	-16.9%	4/5
WDC	Information Tech	2.15%	+3.1%	88.9th	-27.0%	4/5
STX	Information Tech	2.09%	+2.1%	88.1th	-20.0%	4/5
GOOG	Communication	2.03%	+3.2%	87.3th	-10.2%	4/5
TXN	Information Tech	1.84%	-3.3%	86.5th	-14.6%	2/5
CVX	Energy	1.62%	+9.4%	85.7th	0.0%	5/5
KLAC	Information Tech	1.56%	-9.7%	84.9th	-90.6%	2/5
ADI	Information Tech	1.44%	+0.3%	84.1th	-15.4%	5/5

2026-08-03 no changes

Trades executed (9)

BUY DD @ 141.28 7.0781 sh score 3→4 · Price ROC 20d turned positive

BUY GOOGL @ 373.51 2.6773 sh score 3→4 · Price ROC 20d turned positive

BUY LITE @ 779.89 1.2822 sh score 3→4 · Price ROC 20d turned positive

BUY WELL @ 233.10 4.2900 sh score 3→4 · Price ROC 20d turned positive

BUY WMT @ 110.71 9.0326 sh score 3→4 · Price ROC 20d turned positive

SELL OXY @ 55.47 17.5223 sh signal · score 4→3

SELL ROK @ 480.98 2.0830 sh signal · score 4→3

SELL STX @ 831.06 1.1680 sh signal · score 4→3

SELL WDC @ 527.22 1.8354 sh signal · score 4→3

Top weight movers (20d)

INTC INTEL CORPORATION -0.690%

MU MICRON TECHNOLOGY INC -0.540%

XOM EXXONMOBIL HOLDINGS CORP +0.440%

AVGO BROADCOM INC +0.410%

CAT CATERPILLAR INC -0.340%

🌱 Rising stars — 2026-08-03

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.06%	+50%	+31.7%	4/5
VLO	Energy	2026-05-29	0.47% → 0.62%	+32%	+25.6%	5/5

Top 20 holdings — 2026-08-03

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	5.88%	-15.8%	99.2th	-27.4%	3/5
AMD	Information Tech	5.17%	-12.2%	98.4th	-14.7%	4/5
AVGO	Information Tech	4.72%	+4.9%	97.6th	-12.9%	4/5
INTC	Information Tech	4.07%	-25.5%	96.8th	-32.7%	3/5
XOM	Energy	3.73%	+13.6%	96.0th	-9.1%	4/5
CAT	Industrials	3.70%	-14.4%	95.2th	-18.3%	4/5
JNJ	Health Care	3.49%	-1.9%	94.4th	-2.7%	3/5
AMAT	Information Tech	3.15%	-12.6%	93.7th	-19.0%	4/5
GEV	Industrials	3.10%	-12.6%	92.9th	-13.8%	4/5
LRCX	Information Tech	3.09%	-15.9%	92.1th	-24.7%	3/5
GOOGL	Communication	2.69%	+1.9%	91.3th	-11.1%	4/5
WMT	Consumer Staples	2.61%	+0.1%	90.5th	-16.9%	4/5
CSCO	Information Tech	2.53%	+1.6%	89.7th	-4.6%	4/5
WDC	Information Tech	2.14%	-8.7%	88.9th	-27.0%	3/5
STX	Information Tech	2.13%	-4.3%	88.1th	-20.0%	3/5
GOOG	Communication	2.09%	+2.1%	87.3th	-10.2%	4/5
TXN	Information Tech	1.82%	-11.4%	86.5th	-14.6%	2/5
CVX	Energy	1.70%	+14.9%	85.7th	0.0%	5/5
KLAC	Information Tech	1.52%	-21.7%	84.9th	-90.6%	2/5
ADI	Information Tech	1.42%	-6.9%	84.1th	-15.4%	4/5

Rising stars — building position

Entered within the last 60 trading days, weight up 30%+ since entry — includes names outside the top-20 that a single day's snapshot would otherwise miss entirely.

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
SN	Consumer Discret	2026-05-29	0.04% → 0.07%	+75%	+51.9%	4/5
MPC	Energy	2026-05-29	0.35% → 0.50%	+43%	+42.9%	5/5
VLO	Energy	2026-05-29	0.47% → 0.66%	+40%	+39.6%	5/5
PSX	Energy	2026-05-29	0.34% → 0.46%	+35%	+32.8%	5/5

Top 20 holdings — 2026-08-14

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
MU	Information Tech	6.54%	+14.5%	99.2th	-14.3%	5/5
AMD	Information Tech	5.21%	+3.8%	98.4th	-7.8%	5/5
AVGO	Information Tech	4.50%	+6.0%	97.6th	-12.0%	4/5
INTC	Information Tech	4.35%	+7.8%	96.8th	-23.5%	4/5
XOM	Energy	3.66%	+8.6%	96.0th	-6.4%	4/5
CAT	Industrials	3.62%	-2.7%	95.2th	-14.1%	4/5
JNJ	Health Care	3.39%	+2.9%	94.4th	-1.2%	4/5
LRCX	Information Tech	3.31%	+6.1%	93.7th	-14.6%	5/5
GEV	Industrials	3.11%	+0.5%	92.9th	-7.5%	5/5
AMAT	Information Tech	2.93%	-4.2%	92.1th	-19.1%	4/5
WMT	Consumer Staples	2.59%	+0.9%	91.3th	-13.9%	4/5
STX	Information Tech	2.38%	+23.6%	90.5th	-9.0%	5/5
GOOGL	Communication	2.37%	-0.3%	89.7th	-13.7%	3/5
CSCO	Information Tech	2.32%	-0.2%	88.9th	-8.2%	2/5
WDC	Information Tech	1.97%	+6.6%	88.1th	-31.8%	4/5
GOOG	Communication	1.83%	-0.7%	87.3th	-13.5%	3/5
TXN	Information Tech	1.79%	-1.6%	86.5th	-13.4%	2/5
CVX	Energy	1.68%	+6.7%	85.7th	0.0%	5/5
KLAC	Information Tech	1.61%	-4.2%	84.9th	-89.5%	2/5
ADI	Information Tech	1.45%	+3.7%	84.1th	-10.4%	5/5

Sector breakdown

Sector	Holdings	Total weight
Information Technology	33	48.21%
Industrials	29	15.58%
Energy	18	11.58%
Financials	9	5.17%
Communication	4	4.60%
Health Care	5	4.03%
Consumer Staples	6	3.92%
Consumer Discretionary	8	2.63%
Materials	8	2.18%
Real Estate	3	1.40%
Utilities	3	0.58%