Our weekly trading summary shows 9 new trades, with 6 buys and 3 sells.
Discover the top-performing stocks of the week with our Momentum Ranking! Click here to access the latest data for week 33.
As the market continues to evolve, we find ourselves 88 days above the S&P 500’s 200-day moving average. This supports our confidence in the momentum strategy outlined by Andreas Clenow in ‘Stocks On The Move’. The strategy uses an adjusted slope ranking to determine which stocks make it into the portfolio, with a focus on maintaining flexibility. Thankfully, with a modest cash share of 0.7%, we’re effectively fully invested, allowing for quick adaptations as the market shifts.
In the past week, we’ve initiated new positions in several promising names. AVTR, a player in the life sciences tools and services sector, joins the portfolio along with CRWD, famed for its cybersecurity solutions. NTAP, known for providing enterprise-level storage and data management, is now part of our holdings. We also bought into OKTA and QLYS, both specializing in cybersecurity, and SN, focusing on technology services. Unfortunately, we had to part ways with DDOG, DVA, and SNX, primarily due to their slipping momentum ranks; DVA, in particular, faced a significant decline. Additionally, we trimmed our holdings in CVS and MIDD to maintain alignment with our investment guidelines.
Highlighting our strategy, Technology stands out as our top sector, given its potential for significant growth. Companies such as CRWD and OKTA exemplify this sector’s importance in our portfolio. In terms of top holdings, we continue to maintain a substantial investment in PK, VNO, and ATI. Notable performances this week included ATI surging by 21.7%, PANW climbing 16.0%, and HIMS advancing 14.4%. On the downside, CVS decreased by 8.4%, ILMN fell by 6.5%, and PK declined 3.7%. Our portfolio’s weekly return outpaced the SPY, with a return of 4.82% compared to the SPY’s 3.57%. Our ranking model currently favors stocks we don’t yet hold, including DELL, PANW, OKTA, DDOG, and QLYS.
We look forward to your thoughts and insights. Please feel free to share your opinions or questions 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:
Our biggest stock holdings at the moment are in the S&P 400 category.
Current portfolio allocation:
Our portfolio is heavily invested in the Technology sector right now.
Weekly sector distribution:
Current portfolio (@finviz):
| Symbol | Name | Index | Sector | MC | Dist to 52w High | pct |
|---|---|---|---|---|---|---|
| PK | Park Hotels & Resorts Inc | S&P 400 | Real Estate | 2.89B | -7.20% | 0.073 |
| VNO | Vornado Realty Trust | S&P 400 | Real Estate | 7.97B | -9.61% | 0.069 |
| ATI | ATI Inc | S&P 400 | Industrials | 31.02B | -4.77% | 0.063 |
| PANW | Palo Alto Networks Inc | S&P 500 | Technology | 312.10B | -0.58% | 0.055 |
| ILMN | Illumina Inc | S&P 400 | Healthcare | 29.10B | -6.92% | 0.055 |
| CNC | Centene Corp | S&P 500 | Healthcare | 32.20B | -6.02% | 0.053 |
| AVTR | Avantor Inc | S&P 400 | Healthcare | 9.32B | -13.53% | 0.051 |
| NTAP | Netapp Inc | S&P 500 | Technology | 38.94B | -1.89% | 0.05 |
| FTNT | Fortinet Inc | S&P 500 | Technology | 118.57B | -6.09% | 0.049 |
| HPE | Hewlett Packard Enterprise Co | S&P 500 | Technology | 71.96B | -15.42% | 0.049 |
| UNH | Unitedhealth Group Inc | S&P 500 | Healthcare | 365.92B | -12.71% | 0.049 |
| CRS | Carpenter Technology Corp | S&P 400 | Industrials | 26.87B | -13.61% | 0.047 |
| SN | SharkNinja Inc | S&P 400 | Consumer Cyclical | 26.69B | 0.97% | 0.045 |
| OKTA | Okta Inc | S&P 400 | Technology | 26.15B | -4.15% | 0.043 |
| QLYS | Qualys Inc | S&P 400 | Technology | 6.52B | -6.45% | 0.038 |
| HUM | Humana Inc | S&P 500 | Healthcare | 44.99B | -12.65% | 0.037 |
| CVS | CVS Health Corp | S&P 500 | Healthcare | 119.03B | -15.91% | 0.033 |
| DELL | Dell Technologies Inc | S&P 500 | Technology | 285.52B | -9.32% | 0.033 |
| MIDD | Middleby Corp | S&P 400 | Industrials | 5.43B | -19.19% | 0.025 |
| HIMS | Hims & Hers Health Inc | S&P 400 | Healthcare | 7.24B | -52.10% | 0.021 |
| MOH | Molina Healthcare Inc | S&P 400 | Healthcare | 10.19B | -20.28% | 0.019 |
| CRWD | Crowdstrike Holdings Inc | S&P 500 | Technology | 225.81B | -2.27% | 0.019 |
| AMD | Advanced Micro Devices Inc | S&P 500 | Technology | 775.00B | -18.81% | 0.017 |
| cash | Cash | Cash | Cash | – | - | 0.007 |
As always, more trades next week!
See also
- Week 32: Shifts in MIDD, CNC, and Healthcare Strategy (32 / 2026)
- Week 31 Trades: Exiting Chips, Embracing Healthcare with CVS, MOH (31 / 2026)
- Week 30: Bought BTSG, VNO; Sold FIX, GLW, MTSI (30 / 2026)
- Week 29 Strategy Update: Momentum Shifts in DDOG and PANW (29 / 2026)
- Week 28: Strategic Moves with BRKR, FTNT, HIMS, UNH (28 / 2026)