In this week, there were 6 new trades: 3 buys and 3 sells.
Want to stay on top of the market trends? Our Momentum Ranking report highlights the top stocks of the week, so you don’t have to! Click here to access the latest data for week 29.
Navigating Market Rotations: This Week’s Portfolio Update
This week, the markets have kept us on ouur toes, with the S&P 500 spending 68 days above its 200-day moving average, indicating a positive trend overall. The semiconductor sector, however, finds itself in a bit of a struggle, as we anticipate further sector rotations. With our cash position at 5.5%, we’re nearly fully invested, making careful stock selection more crucial than ever.
In our portfolio moves, we’ve entered positions in Datadog (DDOG), a company specializing in cloud software services; DaVita (DVA), which operates a network of kidney dialysis centers; and Palo Alto Networks (PANW), known for its cyber security solutions. On the flip side, we decided to exit Coherent (COHR), MasTec (MTZ), and Quanta Services (PWR) to align better with our strategic focus. Our holdings in ATI Inc., Flex (FLEX), and MACOM Technology Solutions (MTSI) were trimmed due to ranking changes in our momentum strategy. No additions were made to any existing positions.
Technology remains at the forefront of our portfolio, given its dynamic role in driving growth and innovation. This week, technology names like Hewlett Packard Enterprise (HPE) and Dell Technologies (DELL) shone brightly as top performers. Our current top holdings, however, include diverse names such as UnitedHealth Group (UNH), DaVita (DVA), and Humana (HUM). Unfortunately, Intel Corporation (INTC) and MACOM (MTSI) were among the laggards. In terms of performance, our portfolio edged out a slight gain of 0.01%, trailing behind the SPY’s more robust rise of 0.83%.
Our model continues to identify opportunities in stocks not currently held, with names like SanDisk (SNDK), DELL, Micron Technology (MU), Advanced Micro Devices (AMD), and Intel (INTC) as top picks. As always, we’re keen to hear your thoughts on these insights or your own investment journey. Feel free to share in the comments below.
This week’s transactions:
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Sold:
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Bought:
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Rebalanced / added:
- No positions were added to in this week!
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Rebalanced / reduced:
Index Distribution:
The S&P 500 index is currently contributing the most to our portfolio.
Current portfolio allocation:
Right now, we’ve got a big chunk of our portfolio in the Technology sector.
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| UNH | Unitedhealth Group Inc | S&P 500 | Healthcare | 387.49B | -1.75% | 0.084 |
| DVA | DaVita Inc | S&P 500 | Healthcare | 15.08B | -1.98% | 0.077 |
| HUM | Humana Inc | S&P 500 | Healthcare | 49.16B | -1.33% | 0.075 |
| CNC | Centene Corp | S&P 500 | Healthcare | 34.00B | -0.62% | 0.068 |
| FTNT | Fortinet Inc | S&P 500 | Technology | 121.81B | 0.60% | 0.058 |
| cash | Cash | Cash | Cash | – | - | 0.055 |
| NVT | nVent Electric plc | S&P 400 | Industrials | 26.42B | -11.53% | 0.048 |
| BRKR | Bruker Corp | S&P 400 | Healthcare | 9.04B | -7.97% | 0.046 |
| PANW | Palo Alto Networks Inc | S&P 500 | Technology | 284.19B | -5.29% | 0.043 |
| DDOG | Datadog Inc | S&P 500 | Technology | 95.17B | -4.07% | 0.04 |
| HPE | Hewlett Packard Enterprise Co | S&P 500 | Technology | 65.59B | -22.90% | 0.039 |
| FIX | Comfort Systems USA Inc | S&P 500 | Consumer Cyclical | 62.67B | -14.17% | 0.038 |
| AMAT | Applied Materials Inc | S&P 500 | Technology | 471.80B | -19.66% | 0.038 |
| MKSI | MKS Inc | S&P 400 | Technology | 24.34B | -19.48% | 0.035 |
| LRCX | Lam Research Corp | S&P 500 | Technology | 429.96B | -21.59% | 0.032 |
| DELL | Dell Technologies Inc | S&P 500 | Technology | 292.99B | -3.73% | 0.028 |
| ATI | ATI Inc | S&P 400 | Industrials | 25.77B | -8.04% | 0.026 |
| GLW | Corning Inc | S&P 500 | Technology | 163.44B | -30.13% | 0.024 |
| SNX | TD Synnex Corp | S&P 400 | Technology | 20.33B | -14.23% | 0.022 |
| HIMS | Hims & Hers Health Inc | S&P 400 | Healthcare | 8.06B | -50.58% | 0.021 |
| MTSI | MACOM Technology Solutions Holdings Inc | S&P 400 | Technology | 23.14B | -27.61% | 0.019 |
| AMD | Advanced Micro Devices Inc | S&P 500 | Technology | 902.42B | -5.35% | 0.017 |
| DOCN | DigitalOcean Holdings Inc | S&P 400 | Technology | 13.95B | -28.72% | 0.016 |
| INTC | Intel Corp | S&P 500 | Technology | 527.18B | -26.32% | 0.016 |
| FLEX | Flex Ltd | S&P 500 | Industrials | 48.19B | -21.17% | 0.013 |
| WDC | Western Digital Corp | S&P 500 | Technology | 197.86B | -28.23% | 0.012 |
| STX | Seagate Technology Holdings Plc | S&P 500 | Technology | 197.97B | -22.89% | 0.009 |
As always, more trades next week!
See also
- Week 28: Strategic Moves with BRKR, FTNT, HIMS, UNH (28 / 2026)
- Trade Tuesday Momentum in Week 27: ON Exit, CIEN and TTMI Additions (27 / 2026)
- Trade Tuesday: Week 26 Sees ON, SITM Buys; CHRD Sold (26 / 2026)
- Week 25: Tech Stocks Soar as AMD and INTC Join Portfolio (25 / 2026)
- Week 24: New Additions HUM, NVT, PWR; Exits DOW, LITE (24 / 2026)