Week 39: Portfolio Adjustments Highlight CRL and HUM Moves (39 / 2026)

Market Signal: Green

We didn’t add or exit any positions this week, though some current holdings were rebalanced.

As usual, the full ranking for week 39 is posted here.

Ranking

Disclaimer

This week, the market continued on a positive note with the S&P 500 trading above its 200-day moving average for 117 days, signaling an ongoing supportive environment for momentum investing. Our portfolio is nearly fully invested, with a small cash share of 1.5%. In terms of recent activity, it was a relatively quite period as we mainly focused on adjusting our existing positions.

Our trading activity involved making some tweaks to our existing positions. We added to our existing position in Charles River Laboratories (CRL), which is known for providing essential products and services to the pharmaceutical and biotechnology sectors. Meanwhile, we trimmed our position in Humana (HUM), a major player in the health insurance industry.

In summary, Healthcare continues to be our top sector, highlighting its resilience and core role in our strategy. Within this space, companies like PK, HAE, and NTNX stand out as prominent holdings. Our portfolio saw notable gains from CrowdStrike Holdings (CRWD) at 20.6%, Qualys (QLYS) at 20.5%, and Illumina (ILMN) at 15.7%. On the downside, Humana, PBF Energy (PBF), and Abercrombie & Fitch (ANF) were our weakest performers. Overall, the portfolio achieved a weekly return of 4.1%, which is 2.7 percentage points clearer ahead compared to the SPY’s 1.4% rise. Currently, our model ranks Moderna (MRNA), PBF Energy, and ELF Beauty (ELF) among the top, although these aren’t yet held.

I’d love to hear your thoughts on our momentum trades and portfolio adjustments. Feel free to share your insights in the comments!

This week’s transactions:

  • Sold:

    • No sells in this week!

  • Bought:

    • No buys in this week!

  • Rebalanced / added:

  • Rebalanced / reduced:



Index Distribution:

Most of our holdings are from the S&P 400 index right now.



Current portfolio allocation:

Our portfolio is heavily invested in the Healthcare 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 3.06B -6.21% 0.078
HAE Haemonetics Corp S&P 400 Healthcare 4.99B -0.66% 0.068
NTNX Nutanix Inc S&P 400 Technology 18.80B -11.45% 0.064
CRL Charles River Laboratories International Inc S&P 500 Healthcare 13.63B -5.85% 0.062
AVTR Avantor Inc S&P 400 Healthcare 10.26B -5.45% 0.057
ILMN Illumina Inc S&P 400 Healthcare 37.12B -1.68% 0.056
HALO Halozyme Therapeutics Inc S&P 400 Healthcare 12.84B -0.33% 0.055
VEEV Veeva Systems Inc S&P 500 Healthcare 42.32B -15.82% 0.051
FTNT Fortinet Inc S&P 500 Technology 126.26B -2.28% 0.049
NTAP Netapp Inc S&P 500 Technology 38.37B -6.55% 0.046
DELL Dell Technologies Inc S&P 500 Technology 357.59B -5.56% 0.042
OKTA Okta Inc S&P 400 Technology 33.04B -1.87% 0.042
ANF Abercrombie & Fitch Co S&P 400 Consumer Cyclical 5.76B -12.49% 0.04
PBF PBF Energy Inc S&P 400 Energy 8.69B -11.31% 0.038
HPE Hewlett Packard Enterprise Co S&P 500 Technology 81.13B -4.87% 0.038
QLYS Qualys Inc S&P 400 Technology 6.21B -10.95% 0.038
ELF e.l.f. Beauty Inc S&P 400 Consumer Defensive 5.92B -32.09% 0.032
HUM Humana Inc S&P 500 Healthcare 44.80B -13.02% 0.028
BAX Baxter International Inc S&P 500 Healthcare 12.28B -20.82% 0.028
PANW Palo Alto Networks Inc S&P 500 Technology 300.32B -7.96% 0.027
SN SharkNinja Inc S&P 400 Consumer Cyclical 23.75B -13.35% 0.025
CRWD Crowdstrike Holdings Inc S&P 500 Technology 252.29B -1.57% 0.021
cash Cash Cash Cash – - 0.015

As always, more trades next week!

CW39  2026 

See also

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