Portfolio

Last Upload: March 31, 2026

Benchmark Start Date: March 31, 2026

This portfolio represents the top decile (50) companies in the S&P 500 based on a weighted ranking of 5 factors.


The factors are:

Nearness to 52w High (1.0)

1 Month Price Delta (-1.0)

3 Month Price Delta (0.35)

6 Month Price Delta (0.50)

12 Month Price Delta (0.15)


The portfolio is equal weighted and is reconstituted and rebalanced every Quarter.

There is, at present, no regime filter and no take profit or stop loss rules.


Data is delayed and may not always be perfectly accurate. The following is for informative purposes only and does not constitute investment advice. S&P benchmark performance goes from closing price to closing price and is updated after markets close. Other benchmark stats, like Alpha (Ann.) begin calculating 6 days after the benchmark start date.

S&P Relative Strength

Rank ↕ Symbol ↕ Company ↕ Original ↕ Current ↕ Gain/Loss $ ↕ Gain/Loss % ↕ 1M ↕ 3M ↕ 6M ↕ Score
(ON UPLOAD)
Score
(CURRENT)
Δ ↕
1 SNDK Sandisk Corporation $635.34
$1542.66
+$907.32 +142.81% 61.96% 184.81% 544.17% 5.129 10.004 +4.875
2 CIEN Ciena Corporation $388.23
$579.22
+$190.99 +49.20% 20.70% 93.91% 190.69% 2.321 3.101 +0.780
3 WDC Western Digital Corporation $270.49
$514.29
+$243.80 +90.13% 46.87% 95.88% 215.60% 2.175 3.396 +1.221
4 TER Teradyne, Inc. $296.46
$356.69
+$60.23 +20.32% -3.63% 16.99% 95.68% 1.778 1.604 -0.174
5 FIX Comfort Systems USA, Inc. $1378.99
$2018.06
+$639.07 +46.34% 23.97% 58.95% 111.26% 1.739 2.026 +0.287
6 STX Seagate Technology Holdings plc $391.76
$823.21
+$431.45 +110.13% 60.38% 107.76% 194.69% 1.506 2.742 +1.236
7 ALB Albemarle Corporation $179.53
$215.80
+$36.27 +20.20% 16.38% 28.03% 122.06% 1.501 1.868 +0.367
8 GLW Corning Incorporated $135.97
$203.80
+$67.83 +49.89% 16.34% 59.09% 138.42% 1.439 2.222 +0.784
9 MU Micron Technology, Inc. $337.84
$787.50
+$449.66 +133.10% 84.62% 110.98% 230.99% 1.432 2.742 +1.310
10 MRNA Moderna, Inc. $50.80
$57.02
+$6.22 +12.24% 12.51% 35.78% 132.36% 1.381 1.720 +0.339
11 BG Bunge Global SA $127.20
$124.75
$2.45 -1.93% 1.01% 5.39% 31.70% 1.350 1.018 -0.332
12 GEV GE Vernova Inc. $872.90
$1077.75
+$204.85 +23.47% 8.74% 36.29% 87.39% 1.332 1.465 +0.132
13 TRGP Targa Resources Corp. $250.73
$251.33
+$0.60 +0.24% 4.50% 15.79% 46.07% 1.323 1.193 -0.130
14 ROST Ross Stores, Inc. $216.63
$217.29
+$0.66 +0.30% -1.66% 12.98% 34.90% 1.301 1.095 -0.206
15 KEYS Keysight Technologies, Inc. $282.37
$367.99
+$85.62 +30.32% 11.14% 56.59% 103.46% 1.296 1.744 +0.448
16 AMAT Applied Materials, Inc. $341.79
$445.82
+$104.03 +30.44% 12.66% 35.48% 93.78% 1.285 1.735 +0.450
17 PWR Quanta Services, Inc. $549.02
$757.50
+$208.48 +37.97% 27.13% 48.34% 70.22% 1.258 1.275 +0.018
18 DOW Dow Inc. $41.65
$37.94
$3.71 -8.91% -5.41% 12.92% 70.21% 1.248 1.111 -0.138
19 LRCX Lam Research Corporation $213.66
$299.00
+$85.34 +39.94% 11.85% 31.94% 87.64% 1.225 1.830 +0.605
20 HAL Halliburton Company $38.99
$40.00
+$1.01 +2.59% 3.60% 17.58% 45.09% 1.224 1.153 -0.071
21 VLO Valero Energy Corporation $247.08
$246.87
$0.21 -0.08% 1.98% 23.74% 40.57% 1.218 1.234 +0.016
22 XOM Exxon Mobil Corporation $169.66
$148.04
$21.62 -12.74% -3.01% -2.34% 26.29% 1.215 0.724 -0.491
23 CTVA Corteva, Inc. $83.71
$82.48
$1.22 -1.46% -1.23% 11.14% 28.58% 1.206 1.107 -0.099
24 JNJ Johnson & Johnson $244.44
$221.75
$22.69 -9.28% -6.81% -6.96% 18.86% 1.203 0.804 -0.398
25 CAT Caterpillar Inc. $708.46
$905.03
+$196.57 +27.75% 14.31% 21.91% 60.72% 1.200 1.387 +0.187
26 EQIX Equinix, Inc. $980.24
$1088.47
+$108.23 +11.04% 2.99% 27.05% 31.98% 1.190 1.106 -0.084
27 APA APA Corporation $42.44
$36.58
$5.86 -13.81% -7.37% 33.26% 53.50% 1.187 1.044 -0.143
28 MRK Merck & Co., Inc. $120.29
$112.91
$7.38 -6.14% -6.03% -3.62% 30.86% 1.179 0.945 -0.234
29 EIX Edison International $73.18
$70.61
$2.58 -3.52% -2.47% 7.86% 23.78% 1.174 1.004 -0.170
30 WBD Warner Bros. Discovery, Inc. $27.46
$27.25
$0.21 -0.76% -0.51% -1.98% 20.20% 1.171 1.100 -0.071
31 SLB SLB N.V. $51.39
$54.23
+$2.84 +5.53% 4.45% 7.77% 47.93% 1.170 1.122 -0.048
32 ETR Entergy Corporation $112.36
$112.57
+$0.21 +0.19% -2.39% 12.90% 15.82% 1.165 1.042 -0.124
33 TPL Texas Pacific Land Corporation $474.56
$404.70
$69.86 -14.72% -2.90% 0.77% 23.67% 1.161 0.432 -0.729
34 FDX FedEx Corporation $356.18
$381.39
+$25.21 +7.08% 2.55% 3.65% 45.52% 1.160 1.138 -0.022
35 COP ConocoPhillips $132.00
$114.96
$17.04 -12.91% -7.01% 6.94% 32.40% 1.157 0.810 -0.347
36 ADM Archer-Daniels-Midland Company $72.69
$78.72
+$6.03 +8.30% 12.75% 14.72% 38.15% 1.151 1.081 -0.069
37 JBHT J.B. Hunt Transport Services, Inc. $211.90
$242.90
+$31.00 +14.63% 6.72% 6.05% 42.08% 1.122 1.098 -0.024
38 DVN Devon Energy Corporation $50.32
$46.59
$3.73 -7.41% -1.44% 7.15% 38.25% 1.111 0.948 -0.164
39 BMY Bristol-Myers Squibb Company $60.65
$56.22
$4.43 -7.30% -3.17% -7.62% 20.41% 1.108 0.786 -0.322
40 FANG Diamondback Energy, Inc. $197.79
$194.13
$3.66 -1.85% 2.66% 17.73% 35.14% 1.100 0.952 -0.148
41 CVX Chevron Corporation $206.90
$184.66
$22.24 -10.75% -3.71% 1.32% 19.12% 1.099 0.728 -0.372
42 OXY Occidental Petroleum Corporation $65.00
$54.90
$10.10 -15.54% -5.44% 18.65% 32.90% 1.099 0.784 -0.316
43 CTRA Coterra Energy Inc. $35.14
$32.56
$2.58 -7.34% -2.69% 7.42% 25.96% 1.099 0.909 -0.190
44 SRE Sempra $97.17
$92.61
$4.56 -4.69% -3.76% 3.24% -1.18% 1.097 0.822 -0.276
45 LYB LyondellBasell Industries N.V. $80.56
$72.55
$8.01 -9.94% -3.92% 25.82% 68.64% 1.096 1.078 -0.018
46 NEE NextEra Energy, Inc. $92.88
$95.03
+$2.15 +2.31% 2.96% 4.62% 13.23% 1.094 1.007 -0.087
47 HOLX Hologic, Inc. $75.59
$76.01
+$0.42 +0.56% 0.56% 1.47% 12.87% 1.088 1.091 +0.003
48 PSX Phillips 66 $182.18
$175.22
$6.96 -3.82% 9.24% 11.39% 27.02% 1.083 0.878 -0.206
49 MPC Marathon Petroleum Corporation $244.18
$250.58
+$6.40 +2.62% 11.23% 22.74% 29.32% 1.076 1.046 -0.030
50 KMI Kinder Morgan, Inc. $33.53
$31.91
$1.62 -4.83% -0.50% 2.90% 20.19% 1.073 0.885 -0.189

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