No New Trades in Week 41, +5% up for September (41 / 2026)

Market Signal: Green

The portfolio remained unchanged this week, with no new trades.

For the full picture beyond our own trades, week 41’s ranking is here.

Ranking

Disclaimer

Weekly Portfolio Update: Momentum Investing and Performance Insights

This week, the S&P 500 has been trading above its 200-day moving average for a steady 127 days, maintaining a positive market regime as our Stocks on the Move strategy continues to analyze momentum. Despite no trading activity this week, we’re pleased to report that our portfolio has enjoyed a healthy gain of 5% in September. Year-to-date, we’ve achieved a notable 30% growth. It’s always nice when things go smoothly, isn’t it?

Since there were no new buys, sells, or rebalancing actions this week, our focus has been on evaluating the stocks that currently rank highest in our momentum model. While we didn’t make any moves, it’s always important to keep an eye on potential opportunities, such as top-ranked stocks like MRNA, PBF, ELF, ANF, and VEEV.

In terms of performance, healthcare remains the top sector for us, playing its typical role as a bastion of stability and growth in our portfolio. Noteworthy companies within this sector include HALO and CRL, which sit alongside PK as our top holdings. Top performers this week included QLYS, PBF, and OKTA, showing positive momentum. Meanwhile, HALO, DELL, and HAE were the week’s laggards. Looking at the bigger picture, our portfolio finished the week 5.2% up compared to SPY’s 1.0%, resulting in a clear-positive gap of +4.2 percentage points.

As we explore future possibilities and keep refining our strategy, we would love to hear your thoughts. Feel free to share your comments and insights below.

This week’s transactions:

  • Sold:

    • No sells in this week!

  • Bought:

    • No buys in this week!

  • Rebalanced / added:

    • No positions were added to in this week!

  • Rebalanced / reduced:

    • No positions were reduced in this week!



Index Distribution:

The S&P 400 index is currently contributing the most to our portfolio.



Current portfolio allocation:

We’re heavily invested in the Healthcare sector at the moment.



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 3.13B -4.17% 0.073
HALO Halozyme Therapeutics Inc S&P 400 Healthcare 12.21B -7.90% 0.069
CRL Charles River Laboratories International Inc S&P 500 Healthcare 14.75B -1.04% 0.064
ILMN Illumina Inc S&P 500 Healthcare 42.25B -5.55% 0.064
NTNX Nutanix Inc S&P 400 Technology 19.82B -5.96% 0.063
HAE Haemonetics Corp S&P 400 Healthcare 4.70B -6.56% 0.061
AVTR Avantor Inc S&P 400 Healthcare 10.50B -3.24% 0.056
VEEV Veeva Systems Inc S&P 500 Healthcare 45.92B -8.66% 0.052
NTAP Netapp Inc S&P 500 Technology 44.93B -1.35% 0.049
FTNT Fortinet Inc S&P 500 Technology 138.81B 2.47% 0.049
ELF e.l.f. Beauty Inc S&P 400 Consumer Defensive 6.14B -29.61% 0.045
OKTA Okta Inc S&P 400 Technology 38.42B 0.04% 0.045
PBF PBF Energy Inc S&P 400 Energy 9.69B -3.93% 0.042
HPE Hewlett Packard Enterprise Co S&P 500 Technology 93.19B -0.13% 0.039
ANF Abercrombie & Fitch Co S&P 400 Consumer Cyclical 5.96B -9.57% 0.039
QLYS Qualys Inc S&P 400 Technology 6.90B -1.04% 0.039
DELL Dell Technologies Inc S&P 500 Technology 371.18B -1.97% 0.038
PANW Palo Alto Networks Inc S&P 500 Technology 347.12B 3.63% 0.028
BAX Baxter International Inc S&P 500 Healthcare 12.38B -20.20% 0.028
SN SharkNinja Inc S&P 400 Consumer Cyclical 25.76B -6.00% 0.025
CRWD Crowdstrike Holdings Inc S&P 500 Technology 289.08B 2.95% 0.022
cash Cash Cash Cash – - 0.008

As always, more trades next week!

CW41  2026 

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