Velocity Tracker — DYNF — July 2026 Live

iShares U.S. Equity Factor Rotation Active ETF · 10 trading days · 25 new entries · 3 exits

← Jun 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

2026-07-15 no changes

Top weight movers (20d)

LRCX LAM RESEARCH CORP -1.140%

MU MICRON TECHNOLOGY INC -0.590%

BRKB BERKSHIRE HATHAWAY INC CLASS -0.550%

CRM SALESFORCE INC +0.400%

META META PLATFORMS INC CLASS A +0.400%

🌱 Rising stars — 2026-07-15

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.07%	+600%	+3.7%	4/5
HST	Real Estate	2026-05-19	0.05% → 0.18%	+260%	+9.2%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.07%	+133%	-10.0%	3/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-6.2%	2/5

Top 20 holdings — 2026-07-15

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.32%	+2.5%	99.6th	-6.4%	4/5
AAPL	Information Tech	7.85%	+9.4%	99.1th	0.0%	4/5
MSFT	Information Tech	4.27%	+0.5%	98.7th	-26.5%	2/5
AMZN	Consumer Discret	4.10%	+3.6%	98.2th	-10.0%	4/5
JPM	Financials	3.76%	+4.8%	97.8th	0.0%	4/5
AVGO	Information Tech	2.87%	+4.7%	97.4th	-10.5%	5/5
XOM	Energy	2.72%	+1.9%	96.9th	-18.8%	5/5
GOOGL	Communication	2.71%	-0.6%	96.5th	-10.9%	3/5
META	Communication	2.60%	+13.5%	96.0th	-9.4%	3/5
GOOG	Communication	2.25%	-0.2%	95.6th	-10.6%	4/5
BAC	Financials	2.17%	+8.4%	95.2th	0.0%	5/5
LRCX	Information Tech	1.98%	-9.2%	94.7th	-10.0%	4/5
JNJ	Health Care	1.94%	+5.0%	94.3th	0.0%	5/5
CSCO	Information Tech	1.92%	-6.5%	93.4th	-0.3%	3/5
CAT	Industrials	1.92%	-3.3%	93.4th	-4.5%	4/5
AMAT	Information Tech	1.74%	+2.0%	93.0th	-3.9%	5/5
MU	Information Tech	1.72%	-11.4%	92.5th	-13.6%	4/5
TSLA	Consumer Discret	1.66%	-2.5%	92.1th	-15.3%	2/5
AMD	Information Tech	1.60%	+4.3%	91.6th	0.0%	5/5
PH	Industrials	1.47%	+1.5%	91.2th	-6.0%	4/5

2026-07-14 no changes

Top weight movers (20d)

LRCX LAM RESEARCH CORP -1.010%

BRKB BERKSHIRE HATHAWAY INC CLASS -0.550%

ALL ALLSTATE CORP +0.390%

MU MICRON TECHNOLOGY INC -0.370%

CRM SALESFORCE INC +0.370%

🌱 Rising stars — 2026-07-14

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.07%	+600%	+3.6%	4/5
HST	Real Estate	2026-05-19	0.05% → 0.17%	+240%	+7.3%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.07%	+133%	-9.9%	2/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-7.1%	2/5

Top 20 holdings — 2026-07-14

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.30%	-0.3%	99.6th	-6.4%	3/5
AAPL	Information Tech	7.55%	+6.2%	99.1th	0.0%	4/5
MSFT	Information Tech	4.16%	-3.7%	98.7th	-26.5%	1/5
AMZN	Consumer Discret	3.98%	+0.6%	98.2th	-10.0%	4/5
JPM	Financials	3.72%	+7.4%	97.8th	0.0%	4/5
AVGO	Information Tech	2.84%	-1.2%	97.4th	-10.5%	4/5
XOM	Energy	2.74%	+3.0%	96.9th	-18.8%	5/5
GOOGL	Communication	2.63%	-2.7%	96.5th	-10.9%	3/5
META	Communication	2.52%	+11.4%	96.0th	-9.4%	3/5
GOOG	Communication	2.17%	-2.7%	95.6th	-10.6%	4/5
BAC	Financials	2.14%	+8.5%	95.2th	0.0%	5/5
LRCX	Information Tech	2.04%	-11.0%	94.7th	-10.0%	4/5
CSCO	Information Tech	2.01%	-2.6%	94.3th	-0.3%	3/5
JNJ	Health Care	2.00%	+7.7%	93.8th	0.0%	5/5
CAT	Industrials	1.96%	-0.1%	93.4th	-4.5%	4/5
MU	Information Tech	1.87%	-9.6%	93.0th	-13.6%	4/5
AMAT	Information Tech	1.79%	+1.7%	92.5th	-3.9%	5/5
TSLA	Consumer Discret	1.67%	-3.6%	92.1th	-15.3%	2/5
AMD	Information Tech	1.65%	+0.2%	91.6th	0.0%	5/5
PH	Industrials	1.49%	+5.0%	91.2th	-6.0%	4/5

2026-07-13 no changes

Top weight movers (20d)

LRCX LAM RESEARCH CORP -1.240%

MU MICRON TECHNOLOGY INC -0.590%

NVDA NVIDIA CORP -0.560%

BRKB BERKSHIRE HATHAWAY INC CLASS -0.550%

ALL ALLSTATE CORP +0.440%

🌱 Rising stars — 2026-07-13

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.07%	+600%	+3.3%	4/5
HST	Real Estate	2026-05-19	0.05% → 0.17%	+240%	+5.9%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.07%	+133%	-10.7%	2/5
TEAM	Information Tech	2026-07-07	0.03% → 0.04%	+33%	+8.8%	3/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-5.5%	2/5

Top 20 holdings — 2026-07-13

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.03%	-0.8%	99.6th	-6.4%	3/5
AAPL	Information Tech	7.66%	+9.0%	99.1th	0.0%	4/5
MSFT	Information Tech	4.25%	+0.1%	98.7th	-26.5%	2/5
AMZN	Consumer Discret	4.01%	+3.7%	98.2th	-10.0%	4/5
JPM	Financials	3.66%	+4.3%	97.8th	0.0%	4/5
AVGO	Information Tech	2.82%	+0.5%	97.4th	-10.5%	5/5
XOM	Energy	2.74%	-1.7%	96.9th	-18.8%	4/5
GOOGL	Communication	2.59%	-2.0%	96.5th	-10.9%	3/5
META	Communication	2.52%	+15.8%	96.0th	-9.4%	3/5
GOOG	Communication	2.15%	-2.1%	95.6th	-10.6%	4/5
BAC	Financials	2.12%	+6.2%	95.2th	0.0%	5/5
CSCO	Information Tech	2.06%	-1.5%	94.7th	-0.3%	3/5
JNJ	Health Care	2.04%	+7.0%	94.3th	0.0%	5/5
CAT	Industrials	1.97%	+2.3%	93.8th	-4.5%	5/5
LRCX	Information Tech	1.96%	-10.1%	93.4th	-10.0%	4/5
MU	Information Tech	1.79%	-4.5%	93.0th	-13.6%	4/5
AMAT	Information Tech	1.74%	+1.4%	92.5th	-3.9%	5/5
TSLA	Consumer Discret	1.67%	-2.9%	92.1th	-15.3%	2/5
AMD	Information Tech	1.62%	+4.5%	91.6th	0.0%	5/5
PH	Industrials	1.48%	+5.3%	91.2th	-6.0%	4/5

2026-07-10 no changes

Top weight movers (20d)

LRCX LAM RESEARCH CORP -1.010%

BRKB BERKSHIRE HATHAWAY INC CLASS -0.550%

ALL ALLSTATE CORP +0.400%

CAT CATERPILLAR INC +0.380%

COF CAPITAL ONE FINANCIAL CORP -0.340%

🌱 Rising stars — 2026-07-10

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	+1.3%	4/5
HST	Real Estate	2026-05-19	0.05% → 0.17%	+240%	+6.4%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.07%	+133%	-11.7%	2/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-3.5%	3/5

Top 20 holdings — 2026-07-10

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.26%	+3.0%	99.6th	-6.4%	4/5
AAPL	Information Tech	7.55%	+6.7%	99.1th	0.0%	4/5
MSFT	Information Tech	4.15%	-1.3%	98.7th	-26.5%	1/5
AMZN	Consumer Discret	3.94%	+1.6%	98.2th	-10.0%	4/5
JPM	Financials	3.65%	+7.3%	97.8th	0.0%	4/5
AVGO	Information Tech	2.91%	+3.7%	97.4th	-10.5%	5/5
XOM	Energy	2.61%	-5.3%	96.5th	-18.8%	4/5
GOOGL	Communication	2.61%	-0.2%	96.5th	-10.9%	3/5
META	Communication	2.55%	+17.7%	96.0th	-9.4%	3/5
GOOG	Communication	2.16%	-0.4%	95.6th	-10.6%	4/5
BAC	Financials	2.11%	+8.2%	95.2th	0.0%	5/5
CSCO	Information Tech	2.08%	-0.4%	94.7th	-0.3%	3/5
LRCX	Information Tech	2.06%	-3.4%	94.3th	-10.0%	4/5
JNJ	Health Care	2.02%	+7.8%	93.8th	0.0%	5/5
CAT	Industrials	1.99%	+6.1%	93.4th	-4.5%	5/5
MU	Information Tech	1.86%	-1.7%	93.0th	-13.6%	4/5
AMAT	Information Tech	1.80%	+9.0%	92.5th	-3.9%	5/5
TSLA	Consumer Discret	1.71%	+2.2%	92.1th	-15.3%	3/5
AMD	Information Tech	1.68%	+14.2%	91.6th	0.0%	5/5
PH	Industrials	1.49%	+6.5%	91.2th	-6.0%	4/5

2026-07-09 no changes

Top weight movers (20d)

LRCX LAM RESEARCH CORP -0.960%

PLTR PALANTIR TECHNOLOGIES INC CL -0.620%

BRKB BERKSHIRE HATHAWAY INC CLASS -0.550%

NVDA NVIDIA CORP -0.510%

ALL ALLSTATE CORP +0.390%

🌱 Rising stars — 2026-07-09

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	-0.5%	2/5
HST	Real Estate	2026-05-19	0.05% → 0.17%	+240%	+6.3%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.07%	+133%	-14.1%	2/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-2.5%	3/5

Top 20 holdings — 2026-07-09

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	7.98%	+1.2%	99.6th	-14.6%	4/5
AAPL	Information Tech	7.62%	+8.5%	99.1th	-9.1%	4/5
MSFT	Information Tech	4.17%	-3.3%	98.7th	-28.8%	1/5
AMZN	Consumer Discret	3.99%	+3.8%	98.2th	-14.7%	4/5
JPM	Financials	3.66%	+8.5%	97.8th	-0.0%	4/5
AVGO	Information Tech	2.94%	+7.8%	97.4th	-18.3%	5/5
GOOGL	Communication	2.63%	+0.7%	96.9th	-15.8%	4/5
XOM	Energy	2.60%	-8.7%	96.5th	-20.1%	3/5
META	Communication	2.42%	+10.6%	96.0th	-25.5%	2/5
GOOG	Communication	2.18%	+0.8%	95.6th	-15.7%	5/5
BAC	Financials	2.10%	+8.6%	95.2th	0.0%	5/5
LRCX	Information Tech	2.09%	+9.7%	94.7th	-2.6%	5/5
JNJ	Health Care	2.05%	+8.6%	94.3th	0.0%	5/5
CSCO	Information Tech	2.04%	-0.4%	93.8th	-6.5%	3/5
CAT	Industrials	1.98%	+9.6%	93.4th	0.0%	5/5
MU	Information Tech	1.89%	+11.2%	93.0th	-0.1%	5/5
AMAT	Information Tech	1.77%	+18.4%	92.5th	0.0%	5/5
TSLA	Consumer Discret	1.72%	+6.5%	92.1th	-21.1%	2/5
AMD	Information Tech	1.66%	+20.8%	91.6th	-2.9%	5/5
PH	Industrials	1.48%	+8.4%	91.2th	-5.2%	4/5

2026-07-08 no changes

Top weight movers (20d)

LRCX LAM RESEARCH CORP -0.780%

PLTR PALANTIR TECHNOLOGIES INC CL -0.630%

BRKB BERKSHIRE HATHAWAY INC CLASS -0.560%

CAT CATERPILLAR INC +0.450%

CSCO CISCO SYSTEMS INC -0.420%

🌱 Rising stars — 2026-07-08

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	+1.1%	4/5
HST	Real Estate	2026-05-19	0.05% → 0.17%	+240%	+4.5%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.07%	+133%	-15.7%	2/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-2.2%	3/5

Top 20 holdings — 2026-07-08

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.10%	-2.0%	99.6th	-14.6%	3/5
AAPL	Information Tech	7.61%	+7.9%	99.1th	-9.1%	4/5
MSFT	Information Tech	4.19%	-5.0%	98.7th	-28.8%	1/5
AMZN	Consumer Discret	3.97%	-0.2%	98.2th	-14.7%	3/5
JPM	Financials	3.64%	+5.7%	97.8th	-0.0%	4/5
AVGO	Information Tech	2.87%	-0.9%	97.4th	-18.3%	4/5
XOM	Energy	2.69%	-5.2%	96.9th	-20.1%	3/5
GOOGL	Communication	2.68%	-0.6%	96.5th	-15.8%	3/5
META	Communication	2.33%	+3.2%	96.0th	-25.5%	2/5
GOOG	Communication	2.21%	-1.0%	95.6th	-15.7%	4/5
JNJ	Health Care	2.10%	+11.1%	95.2th	0.0%	5/5
BAC	Financials	2.09%	+7.1%	94.7th	0.0%	5/5
CAT	Industrials	2.01%	+3.6%	94.3th	0.0%	5/5
LRCX	Information Tech	1.99%	+1.8%	93.8th	-2.6%	5/5
CSCO	Information Tech	1.98%	-5.4%	93.4th	-6.5%	3/5
MU	Information Tech	1.83%	+1.4%	93.0th	-0.1%	5/5
AMAT	Information Tech	1.73%	+14.3%	92.5th	0.0%	5/5
TSLA	Consumer Discret	1.68%	-0.7%	92.1th	-21.1%	1/5
AMD	Information Tech	1.58%	+8.8%	91.6th	-2.9%	5/5
PH	Industrials	1.47%	+3.7%	91.2th	-5.2%	4/5

2026-07-07 25 new 3 exits

New entries (25)

ACN ACCENTURE PLC CLASS A Information Technology

Weight0.02% Price142.14 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

ADBE ADOBE INC Information Technology

Weight0.09% Price221.54 USD 20d ROC— Wt pctile50.7th 52w DD—

1/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

✅ Weight rank: 51th pctile — meaningful position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

BNY BANK OF NEW YORK MELLON CORP Financials

Weight0.18% Price152.91 USD 20d ROC— Wt pctile65.2th 52w DD—

1/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

✅ Weight rank: 65th pctile — meaningful position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

CFG CITIZENS FINANCIAL GROUP INC Financials

Weight0.10% Price71.78 USD 20d ROC— Wt pctile54.6th 52w DD—

1/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

✅ Weight rank: 55th pctile — meaningful position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

CMI CUMMINS INC Industrials

Weight0.07% Price660.14 USD 20d ROC— Wt pctile45.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 45th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

CSX CSX CORP Industrials

Weight0.06% Price48.51 USD 20d ROC— Wt pctile41.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 41th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

DDOG DATADOG INC CLASS A Information Technology

Weight0.04% Price256.81 USD 20d ROC— Wt pctile34.8th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 35th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

FIG FIGMA INC CLASS A Information Technology

Weight0.02% Price22.19 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

HUBS HUBSPOT INC Information Technology

Weight0.02% Price205.20 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

JAZZ JAZZ PHARMACEUTICALS PLC Health Care

Weight0.02% Price247.72 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

KEYS KEYSIGHT TECHNOLOGIES INC Information Technology

Weight0.03% Price309.12 USD 20d ROC— Wt pctile27.3th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 27th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

LNG CHENIERE ENERGY INC Energy

Weight0.02% Price255.00 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

MDB MONGODB INC CLASS A Information Technology

Weight0.02% Price361.32 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

MRVL MARVELL TECHNOLOGY INC Information Technology

Weight0.11% Price230.70 USD 20d ROC— Wt pctile58.1th 52w DD—

1/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

✅ Weight rank: 58th pctile — meaningful position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

NBIX NEUROCRINE BIOSCIENCES INC Health Care

Weight0.06% Price177.49 USD 20d ROC— Wt pctile41.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 41th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

NUE NUCOR CORP Materials

Weight0.11% Price227.42 USD 20d ROC— Wt pctile58.1th 52w DD—

1/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

✅ Weight rank: 58th pctile — meaningful position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

PANW PALO ALTO NETWORKS INC Information Technology

Weight0.08% Price337.04 USD 20d ROC— Wt pctile47.6th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 48th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

PEP PEPSICO INC Consumer Staples

Weight0.03% Price144.98 USD 20d ROC— Wt pctile27.3th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 27th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

PNC PNC FINANCIAL SERVICES GROUP INC Financials

Weight0.02% Price254.01 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

PWR QUANTA SERVICES INC Industrials

Weight0.04% Price656.79 USD 20d ROC— Wt pctile34.8th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 35th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

ROST ROSS STORES INC Consumer Discretionary

Weight0.08% Price214.67 USD 20d ROC— Wt pctile47.6th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 48th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

STT STATE STREET CORP Financials

Weight0.14% Price179.94 USD 20d ROC— Wt pctile62.6th 52w DD—

1/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

✅ Weight rank: 63th pctile — meaningful position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

TEAM ATLASSIAN CORP CLASS A Information Technology

Weight0.03% Price88.39 USD 20d ROC— Wt pctile27.3th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 27th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

TGT TARGET CORP Consumer Staples

Weight0.02% Price127.55 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

WDAY WORKDAY INC CLASS A Information Technology

Weight0.02% Price143.65 USD 20d ROC— Wt pctile15.4th 52w DD—

0/5 — AVOID

⬜ Price ROC 20d: building history

⬜ Weight change: first appearance

❌ Weight rank: 15th pctile — small/token position

⬜ vs Entry price: first appearance today

⬜ 52w drawdown: building weekly history

Exits

HD HOME DEPOT INC Consumer Discretionary

CMCSA COMCAST CORP CLASS A Communication

TDG TRANSDIGM GROUP INC Industrials

Top weight movers (20d)

NVDA NVIDIA CORP -0.860%

LRCX LAM RESEARCH CORP -0.820%

PLTR PALANTIR TECHNOLOGIES INC CL -0.620%

BRKB BERKSHIRE HATHAWAY INC CLASS -0.560%

CSCO CISCO SYSTEMS INC -0.460%

🌱 Rising stars — 2026-07-07

Ticker	Sector	First seen	Weight then → now	Weight growth	Price since entry	Score
ADM	Consumer Staples	2026-05-19	0.01% → 0.06%	+500%	-1.5%	2/5
HST	Real Estate	2026-05-19	0.05% → 0.18%	+260%	+7.2%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.06%	+100%	-17.8%	2/5
UTHR	Health Care	2026-05-19	0.06% → 0.09%	+50%	-0.5%	4/5

Top 20 holdings — 2026-07-07

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	7.81%	-5.6%	99.6th	-14.6%	3/5
AAPL	Information Tech	7.54%	+3.0%	99.1th	-9.1%	4/5
MSFT	Information Tech	4.45%	-5.6%	98.7th	-28.8%	1/5
AMZN	Consumer Discret	4.00%	+0.3%	98.2th	-14.7%	4/5
JPM	Financials	3.73%	+9.0%	97.8th	-0.0%	4/5
AVGO	Information Tech	2.73%	-6.5%	97.4th	-18.3%	4/5
GOOGL	Communication	2.71%	+1.0%	96.9th	-15.8%	4/5
XOM	Energy	2.70%	-6.6%	96.5th	-20.1%	3/5
META	Communication	2.38%	+5.2%	96.0th	-25.5%	2/5
GOOG	Communication	2.24%	+0.7%	95.6th	-15.7%	5/5
BAC	Financials	2.14%	+11.6%	95.2th	0.0%	5/5
JNJ	Health Care	2.13%	+15.1%	94.7th	0.0%	5/5
CAT	Industrials	1.99%	+2.7%	94.3th	0.0%	5/5
LRCX	Information Tech	1.95%	+0.5%	93.8th	-2.6%	5/5
CSCO	Information Tech	1.94%	-10.0%	93.4th	-6.5%	3/5
MU	Information Tech	1.80%	-1.1%	93.0th	-0.1%	4/5
TSLA	Consumer Discret	1.71%	-1.5%	92.5th	-21.1%	1/5
AMAT	Information Tech	1.68%	+12.7%	92.1th	0.0%	5/5
AMD	Information Tech	1.57%	+5.3%	91.6th	-2.9%	5/5
PH	Industrials	1.50%	+8.4%	91.2th	-5.2%	4/5

2026-07-06 no changes

Top weight movers (20d)

PLTR PALANTIR TECHNOLOGIES INC CL -0.850%

NVDA NVIDIA CORP -0.730%

MSFT MICROSOFT CORP -0.360%

XOM EXXONMOBIL HOLDINGS CORP -0.360%

AMAT APPLIED MATERIAL INC +0.300%

Top 20 holdings — 2026-07-06

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	7.92%	-4.7%	99.5th	-14.6%	3/5
AAPL	Information Tech	7.90%	+1.7%	99.0th	-9.1%	5/5
MSFT	Information Tech	4.02%	-7.2%	98.5th	-28.8%	1/5
AMZN	Consumer Discret	3.83%	-0.8%	98.0th	-14.7%	3/5
JPM	Financials	3.68%	+8.1%	97.6th	-0.0%	4/5
LRCX	Information Tech	2.88%	+15.5%	97.1th	-2.6%	5/5
AVGO	Information Tech	2.74%	-3.1%	96.6th	-18.3%	4/5
GOOGL	Communication	2.69%	-0.6%	96.1th	-15.8%	3/5
XOM	Energy	2.58%	-9.0%	95.6th	-20.1%	3/5
META	Communication	2.30%	+1.2%	95.1th	-25.5%	2/5
GOOG	Communication	2.23%	-0.2%	94.6th	-15.7%	4/5
CSCO	Information Tech	2.21%	-6.3%	94.1th	-6.5%	3/5
MU	Information Tech	2.16%	+14.0%	93.7th	-0.1%	5/5
BAC	Financials	2.12%	+11.3%	93.2th	0.0%	5/5
JNJ	Health Care	2.03%	+11.4%	92.7th	0.0%	5/5
AMAT	Information Tech	1.99%	+30.9%	92.2th	0.0%	5/5
TSLA	Consumer Discret	1.79%	+7.4%	91.7th	-21.1%	2/5
CAT	Industrials	1.69%	+7.3%	91.2th	0.0%	5/5
AMD	Information Tech	1.67%	+18.4%	90.7th	-2.9%	5/5
PH	Industrials	1.51%	+10.1%	90.2th	-5.2%	4/5

2026-07-02 no changes

Top weight movers (20d)

PLTR PALANTIR TECHNOLOGIES INC CL -0.860%

NVDA NVIDIA CORP -0.590%

AMAT APPLIED MATERIAL INC +0.470%

MSFT MICROSOFT CORP -0.370%

LRCX LAM RESEARCH CORP +0.350%

Top 20 holdings — 2026-07-02

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	7.96%	-10.9%	99.5th	-14.6%	3/5
AAPL	Information Tech	7.86%	-0.8%	99.0th	-9.1%	3/5
MSFT	Information Tech	4.09%	-8.8%	98.5th	-28.8%	1/5
AMZN	Consumer Discret	3.84%	-4.4%	98.0th	-14.7%	3/5
JPM	Financials	3.68%	+7.6%	97.6th	-0.0%	4/5
LRCX	Information Tech	2.92%	+4.5%	97.1th	-2.6%	5/5
GOOGL	Communication	2.66%	-3.3%	96.1th	-15.8%	3/5
AVGO	Information Tech	2.66%	-14.0%	96.1th	-18.3%	4/5
XOM	Other	2.62%	-9.8%	95.6th	-20.1%	3/5
META	Communication	2.25%	-7.1%	95.1th	-25.5%	1/5
CSCO	Information Tech	2.20%	-13.3%	94.6th	-6.5%	3/5
GOOG	Communication	2.19%	-3.5%	94.1th	-15.7%	4/5
MU	Information Tech	2.16%	-2.1%	93.7th	-0.1%	4/5
BAC	Financials	2.10%	+8.4%	93.2th	0.0%	5/5
JNJ	Health Care	2.08%	+15.3%	92.7th	0.0%	5/5
AMAT	Information Tech	2.04%	+20.2%	92.2th	0.0%	5/5
CAT	Industrials	1.70%	+2.5%	91.7th	0.0%	5/5
TSLA	Consumer Discret	1.69%	-6.0%	91.2th	-21.1%	1/5
AMD	Information Tech	1.58%	-1.0%	90.7th	-2.9%	4/5
PH	Industrials	1.51%	+10.4%	90.2th	-5.2%	4/5

2026-07-01 no changes

Top weight movers (20d)

PLTR PALANTIR TECHNOLOGIES INC CL -0.870%

NVDA NVIDIA CORP -0.810%

AMAT APPLIED MATERIAL INC +0.520%

LRCX LAM RESEARCH CORP +0.470%

MSFT MICROSOFT CORP -0.430%

Top 20 holdings — 2026-07-01

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.04%	-8.0%	99.5th	-14.6%	3/5
AAPL	Information Tech	7.46%	-5.1%	99.0th	-9.1%	3/5
MSFT	Information Tech	4.01%	-10.1%	98.5th	-28.8%	1/5
AMZN	Consumer Discret	3.80%	-3.3%	98.0th	-14.7%	3/5
JPM	Financials	3.66%	+11.0%	97.6th	-0.0%	4/5
LRCX	Information Tech	3.24%	+13.8%	97.1th	-2.6%	5/5
AVGO	Information Tech	2.71%	-22.9%	96.6th	-18.3%	4/5
GOOGL	Communication	2.66%	+0.6%	96.1th	-15.8%	4/5
XOM	Energy	2.59%	-10.7%	95.6th	-20.1%	3/5
META	Communication	2.36%	-1.6%	95.1th	-25.5%	1/5
CSCO	Information Tech	2.28%	-7.5%	94.6th	-6.5%	3/5
MU	Information Tech	2.27%	-4.4%	94.1th	-0.1%	4/5
AMAT	Information Tech	2.20%	+30.0%	93.7th	0.0%	5/5
GOOG	Communication	2.19%	+0.6%	93.2th	-15.7%	5/5
BAC	Financials	2.08%	+11.4%	92.7th	0.0%	5/5
JNJ	Health Care	2.00%	+13.8%	92.2th	0.0%	5/5
TSLA	Consumer Discret	1.82%	+0.4%	91.7th	-21.1%	2/5
CAT	Industrials	1.74%	+7.0%	91.2th	0.0%	5/5
AMD	Information Tech	1.64%	-0.3%	90.7th	-2.9%	4/5
PH	Industrials	1.50%	+13.3%	90.2th	-5.2%	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
ADM	Consumer Staples	2026-05-19	0.01% → 0.07%	+600%	+3.7%	4/5
HST	Real Estate	2026-05-19	0.05% → 0.18%	+260%	+9.2%	4/5
FIVE	Consumer Discret	2026-05-19	0.03% → 0.07%	+133%	-10.0%	3/5
UTHR	Health Care	2026-05-19	0.06% → 0.08%	+33%	-6.2%	2/5

Top 20 holdings — 2026-07-15

Ticker	Sector	Weight	20d ROC	Wt pctile	52w DD	Score
NVDA	Information Tech	8.32%	+2.5%	99.6th	-6.4%	4/5
AAPL	Information Tech	7.85%	+9.4%	99.1th	0.0%	4/5
MSFT	Information Tech	4.27%	+0.5%	98.7th	-26.5%	2/5
AMZN	Consumer Discret	4.10%	+3.6%	98.2th	-10.0%	4/5
JPM	Financials	3.76%	+4.8%	97.8th	0.0%	4/5
AVGO	Information Tech	2.87%	+4.7%	97.4th	-10.5%	5/5
XOM	Energy	2.72%	+1.9%	96.9th	-18.8%	5/5
GOOGL	Communication	2.71%	-0.6%	96.5th	-10.9%	3/5
META	Communication	2.60%	+13.5%	96.0th	-9.4%	3/5
GOOG	Communication	2.25%	-0.2%	95.6th	-10.6%	4/5
BAC	Financials	2.17%	+8.4%	95.2th	0.0%	5/5
LRCX	Information Tech	1.98%	-9.2%	94.7th	-10.0%	4/5
JNJ	Health Care	1.94%	+5.0%	94.3th	0.0%	5/5
CSCO	Information Tech	1.92%	-6.5%	93.4th	-0.3%	3/5
CAT	Industrials	1.92%	-3.3%	93.4th	-4.5%	4/5
AMAT	Information Tech	1.74%	+2.0%	93.0th	-3.9%	5/5
MU	Information Tech	1.72%	-11.4%	92.5th	-13.6%	4/5
TSLA	Consumer Discret	1.66%	-2.5%	92.1th	-15.3%	2/5
AMD	Information Tech	1.60%	+4.3%	91.6th	0.0%	5/5
PH	Industrials	1.47%	+1.5%	91.2th	-6.0%	4/5

Sector breakdown

Sector	Holdings	Total weight
Information Technology	45	38.56%
Financials	33	15.27%
Communication	13	11.16%
Industrials	40	9.40%
Consumer Discretionary	17	6.98%
Health Care	32	6.52%
Energy	10	4.85%
Real Estate	7	2.28%
Utilities	9	2.21%
Consumer Staples	13	1.79%
Materials	8	0.88%