DI: Stock Finder

DISCLAIMER: This is a quantitative framework for educational purposes only. It is not financial advice. Always do your own research and consult a licensed financial advisor before making investment decisions.

How to read this screen. Each candidate is graded by a stage-aware Fit Scorecard — seven 0–100 sub-scores (G Growth · Q Quality · M Management · V Valuation · H Health · C Catalyst · D Driver/Macro/Upside) blended by lifecycle stage into a Fit Score, then capped by red-flag gates (⛔ hard → No Interest; ⚠ caution → at most Interest; any gate for a row is shown under its Name). Tier-fit: Core (Conservative/Balanced) · Growth (Balanced/Aggressive) · Spec (Aggressive only). Chips colour-banded: green ≥70, amber 40–69, red <40; a — chip is missing data (V is usually — for Speculative names). A screen, not a full valuation.

Verdict tiers:Watchlist Fit≥70, no gate, top-3 per sector×country — tracked, full reportWatchlist Candidate Fit≥70 but beaten out of the top-3 — the ranked bench, promoted when a slot opensInterest Fit 45–69 or cappedNo Interest Fit<40 or hard gate

Sections

1Materials 2Utilities 3Industrials 4Technology / Nasdaq 5Comm. Services 6Aerospace & Defense 7EM Equities 8Health Care 9Cons. Staples 10Financials 11Energy 12Consumer Discretionary

Energy Agg 11% · Bal 6% · Con 3%

Oil & gas equity. XLE re-rated Short SO on the live Iran/Hormuz supply shock (strait declared closed; Brent risk-premium elevated) — the strongest near-term tailwind in the book; medium/long O underpins it, but the premium is path-dependent.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
EOG	EOG Resources, Inc.	🇺🇸 NYSE	Core	G55Q80M68V66H82C58D84	74 ·hig	Watchlist	View →
EPD	Enterprise Products Partners	🇺🇸 NYSE	Core	G52Q78M72V66H78C60D84	73 ·hig	Watchlist	View →
SU.TO	Suncor Energy	🇨🇦 TSX · 🇺🇸 NYSE	Core	G58Q73M77V68H90C58D60	71 ·med	Watchlist	View →
FANG	Diamondback Energy, Inc.	🇺🇸 NASDAQ	Core	G60Q75M65V64H70C68D84	71 ·hig	Watchlist	View →
COP	ConocoPhillips	🇺🇸 NYSE	Core	G52Q70M72V78H82C68D63	70 ·hig	Watchlist Candidate	—
CNQ	Canadian Natural Resources	🇨🇦 TSX · 🇺🇸 NYSE	Core	G50Q78M78V72H75C58D57	70 ·med	Watchlist	—
WMB	Williams Companies, Inc.	🇺🇸 NYSE	Core	G58Q72M65V60H66C68D86	69 ·hig	Interest	—
IMO.TO	Imperial Oil Ltd.	🇨🇦 TSX	Core	G45Q72M62V64H72C55D84	68 ·hig	Interest	—
DVN	Devon Energy Corp.	🇺🇸 NYSE	Core	G48Q70M60V68H72C52D84	68 ·hig	Interest	—
CVE.TO	Cenovus Energy Inc.	🇨🇦 TSX · 🇺🇸 NYSE	Core	G52Q70M62V66H66C70D82	68 ·hig	Interest	—
ET	Energy Transfer LP	🇺🇸 NYSE	Core	G55Q66M60V70H64C62D84	67 ·hig	Interest	—
TOU.TO	Tourmaline Oil Corp.	🇨🇦 TSX	Core	G48Q70M64V60H70C55D82	67 ·hig	Interest	—
ARX.TO	ARC Resources Ltd.	🇨🇦 TSX	Core	G50Q70M62V62H70C56D82	67 ·hig	Interest	—
IPCO.TO	International Petroleum Corp.	🇨🇦 TSX	Growth	G65Q64M58V60H60C72D84	67 ·med	Interest	—
FTI	TechnipFMC plc	🇺🇸 NYSE	Growth	G62Q64M60V58H66C70D84	66 ·hig	Interest	—
XOM	Exxon Mobil	🇺🇸 NYSE	Core	G48Q62M78V58H90C60D63	65 ·hig	Interest	—
SLB	SLB (Schlumberger)	🇺🇸 NYSE	Core	G45Q68M60V60H72C50D82	65 ·hig	Interest	—
ENB.TO	Enbridge Inc.	🇨🇦 TSX	Core	G40Q70M64V60H62C52D82	64 ·hig	Interest	—
PPL.TO	Pembina Pipeline Corp.	🇨🇦 TSX	Core	G45Q66M60V62H62C54D82	64 ·hig	Interest	—
VLO	Valero Energy Corp.	🇺🇸 NYSE	Core	G40Q66M64V64H72C50D76	64 ·hig	Interest	—
MPC	Marathon Petroleum Corp.	🇺🇸 NYSE	Core	G42Q66M66V62H70C52D76	64 ·hig	Interest	—
WCP.TO	Whitecap Resources Inc.	🇨🇦 TSX	Core	G50Q70M62V66H48C52D74	63 ·hig	Interest	View →
PSX	Phillips 66	🇺🇸 NYSE	Core	G42Q64M62V62H68C50D78	63 ·hig	Interest	—
TRP.TO	TC Energy Corp.	🇨🇦 TSX	Core	G42Q66M58V60H58C52D82	62 ·hig	Interest	—
HAL	Halliburton Co.	🇺🇸 NYSE	Core	G40Q62M55V58H68C45D80	61 ·hig	Interest	—
KEY.TO	Keyera Corp.	🇨🇦 TSX	Growth	G50Q64M58V60H60C56D82	61 ·med	Interest	—
CVX	Chevron	🇺🇸 NYSE	Core	G52Q55M58V55H82C65D57	60 ·hig	Interest	—
OXY	Occidental Petroleum	🇺🇸 NYSE	Core	G45Q55M62V65H45C62D63	57 ·med	Interest	—
DINO	HF Sinclair Corp.	🇺🇸 NYSE	Growth	G45Q58M55V64H64C48D76	57 ·med	Interest	—

Industrials Agg 10% · Bal 6% · Con 2%

XLI O/O/SO — reshoring capex + defense bid; the highest long-horizon tilt. Capital goods, electricals, machinery, rails/logistics.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
VRT	Vertiv Holdings	🇺🇸 NYSE	Growth	G88Q82M80V42H85C85D90	80 ·hig	Watchlist	View →
FIX	Comfort Systems USA	🇺🇸 NYSE	Core	G82Q88M80V62H88C72D82	80 ·hig	Watchlist Candidate	—
TIH.TO	Toromont Industries	🇨🇦 TSX	Core	G72Q82M85V50H92C55D77	75 ·med	Watchlist	View →
TT	Trane Technologies	🇺🇸 NYSE	Core	G62Q85M85V45H85C62D87	74 ·hig	Watchlist	View →
HUBB	Hubbell	🇺🇸 NYSE	Core	G65Q82M78V52H80C58D85	73 ·med	Watchlist	View →
POWL	Powell Industries, Inc.	🇺🇸 NYSE	Growth	G70Q72M65V55H75C78D82	71 ·med	Watchlist Candidate	—
GEV	GE Vernova	🇺🇸 NYSE	Growth	G82Q56M72V30H82C73D85	70 ·hig	Watchlist	View →
CRS	Carpenter Technology	🇺🇸 NYSE	Core	G62Q78M70V45H78C62D78	69 ·hig	Interest	—
GE	GE Aerospace	🇺🇸 NYSE	Core	G70Q80M75V40H75C65D66	68 ·hig	Interest	—
PH	Parker-Hannifin Corp.	🇺🇸 NYSE	Core	G62Q82M80V40H68C58D68	67 ·hig	Interest	—
STN.TO	Stantec Inc.	🇨🇦 TSX	Growth	G68Q62M68V68H62C62D70	67 ·med	Interest	—
HPS-A.TO	Hammond Power Solutions Inc.	🇨🇦 TSX	Growth	G65Q68M62V58H68C75D80	67 ·med	Interest	—
TNK	Teekay Tankers	🇺🇸 NYSE	Growth	G48Q68M68V62H85C62D62	66 ·hig	Interest	—
CAT	Caterpillar	🇺🇸 NYSE	Core	G78Q75M72V32H65C55D66	64 ·hig	Interest	—
EMR	Emerson Electric	🇺🇸 NYSE	Core	G55Q72M65V55H58C62D73	64 ·hig	Interest	—
INSW	International Seaways	🇺🇸 NYSE	Core	G52Q74M68V55H72C60D60	64 ·hig	Interest	—
CNR.TO	Canadian National Railway	🇨🇦 TSX · 🇺🇸 NYSE	Core	G40Q82M72V47H62C58D64	63 ·hig	Interest	—
HON	Honeywell International	🇺🇸 NASDAQ	Core	G55Q70M62V50H50C60D75	62 ·hig	Interest	—
ITW	Illinois Tool Works	🇺🇸 NYSE	Core	G48Q80M68V48H68C38D55	62 ·hig	Interest	—
URI	United Rentals, Inc.	🇺🇸 NYSE	Core	G60Q72M72V48H55C48D65	62 ·hig	Interest	—
CP.TO	Canadian Pacific Kansas City	🇨🇦 TSX	Core	G58Q65M78V55H55C50D68	62 ·med	Interest	—
BE	Bloom Energy	🇺🇸 NYSE	Spec	G78Q45M40V—H45C68D72	62 ·med	No Interest	—
WSP.TO	WSP Global	🇨🇦 TSX	Growth	G60Q55M65V70H48C45D77	61 ·med	Interest	—
MMM	3M	🇺🇸 NYSE	Core	G50Q68M58V62H62C45D63	61 ·hig	Interest	—
ATRL.TO	AtkinsRéalis Group Inc.	🇨🇦 TSX	Core	G45Q60M58V60H62C58D78	61 ·med	Interest	—
ETN	Eaton Corp	🇺🇸 NYSE	Core	G58Q72M68V38H58C55D66	60 ·hig	Interest	—
ECO	Okeanis Eco Tankers	🇺🇸 NYSE	Growth	G55Q72M78V40H55C55D60	60 ·med	Interest	—
DE	Deere & Co	🇺🇸 NYSE	Core	G42Q62M62V58H45C48D80	59 ·med	Interest	—
ROK	Rockwell Automation	🇺🇸 NYSE	Core	G62Q70M62V38H62C50D60	59 ·hig	Interest	—
TFII	TFI International	🇨🇦 TSX	Growth	G38Q50M80V58H52C52D75	57 ·med	Interest	—
PWR	Quanta Services	🇺🇸 NYSE	Core	G82Q52M55V33H60C62D66	56 ·hig	Interest	—

Materials Agg 6% · Bal 3% · Con —

XLB N/O/SO. Metals & mining (gold/silver/copper) + chemicals; each name's own commodity driver is scored in D — gold's medium signal firmed (N→O) this cycle, copper's structural deficit intact.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
K.TO	Kinross Gold	🇨🇦 TSX · 🇺🇸 NYSE	Core	G80Q85M80V85H88C75D93	85 ·hig	Watchlist	View →
AEM.TO	Agnico Eagle	🇨🇦 TSX · 🇺🇸 NYSE	Core	G82Q88M85V68H95C68D89	84 ·hig	Watchlist	View →
NEM	Newmont	🇺🇸 NYSE	Core	G78Q85M80V80H90C70D89	83 ·hig	Watchlist	View →
AU	AngloGold Ashanti plc	🇺🇸 NYSE	Core	G78Q85M72V85H85C78D90	83 ·hig	Watchlist	View →
WPM.TO	Wheaton Precious Metals	🇨🇦 TSX · 🇺🇸 NYSE	Core	G82Q88M82V52H98C70D86	80 ·hig	Watchlist	View →
ABX.TO	Barrick Mining	🇨🇦 TSX · 🇺🇸 NYSE	Core	G80Q72M70V82H85C68D83	78 ·hig	Watchlist	View →
PAAS.TO	Pan American Silver	🇨🇦 TSX · 🇺🇸 NYSE	Core	G80Q78M68V72H82C72D86	78 ·hig	Watchlist	View →
ERO.TO	Ero Copper Corp.	🇨🇦 TSX	Growth	G78Q78M65V72H62C68D75	74 ·med	Watchlist	View →
MNO.TO	Meridian Mining	🇨🇦 TSX	Spec	G80Q70M58V—H55C72D90	73 ·med	Watchlist	View →
CF	CF Industries	🇺🇸 NYSE	Core	G64Q82M78V72H80C55D61	73 ·hig	Watchlist	View →
RIO	Rio Tinto	🇺🇸 NYSE	Core	G62Q75M65V65H85C58D75	71 ·hig	Watchlist	View →
HBM.TO	Hudbay Minerals	🇨🇦 TSX · 🇺🇸 NYSE	Growth	G78Q68M70V52H80C70D59	69 ·hig	Interest	—
HL	Hecla Mining	🇺🇸 NYSE	Growth	G75Q58M62V58H85C68D86	69 ·hig	Interest	—
LIN	Linde plc	🇺🇸 NASDAQ	Core	G58Q82M75V45H75C62D73	69 ·hig	Interest	—
SCCO	Southern Copper	🇺🇸 NYSE	Core	G75Q92M62V25H85C45D59	67 ·hig	Interest	—
MAG	MAG Silver	🇨🇦 TSX · 🇺🇸 NYSE American	Core	G55Q72M70V40H95C55D74	67 ·med	Interest	—
LUN.TO	Lundin Mining	🇨🇦 TSX	Core	G62Q78M55V44H85C58D75	67 ·hig	Interest	—
BHP	BHP Group	🇺🇸 NYSE	Core	G58Q78M70V42H85C50D67	66 ·hig	Interest	—
AG	First Majestic Silver	🇨🇦 TSX · 🇺🇸 NYSE	Growth	G78Q50M58V58H80C70D86	66 ·hig	Interest	—
SLG.V	San Lorenzo Gold	🇨🇦 TSXV	Spec	G58Q40M75V—H80C78D79	64 ·med	Interest	—
STLD	Steel Dynamics, Inc.	🇺🇸 NASDAQ	Core	G52Q62M72V58H85C58D60	64 ·hig	Interest	—
CS.TO	Capstone Copper Corp.	🇨🇦 TSX	Growth	G62Q60M60V55H60C68D80	64 ·med	Interest	—
TECK	Teck Resources	🇨🇦 TSX · 🇺🇸 NYSE	Core	G78Q55M70V58H60C70D67	63 ·hig	Interest	—
CBR.V	Cabral Gold Inc.	🇨🇦 TSXV	Spec	G62Q68M58V—H64C56D63	63 ·med	Interest	View →
SKE.TO	Skeena Resources Ltd.	🇨🇦 TSX	Spec	G62Q45M60V—H65C78D82	63 ·med	Interest	—
FCX	Freeport-McMoRan	🇺🇸 NYSE	Core	G62Q60M68V50H80C58D59	62 ·hig	Interest	—
MMA.V	Midnight Sun Mining	🇨🇦 TSXV	Spec	G68Q48M62V—H58C70D70	62 ·low	Interest	—
VALE	Vale S.A.	🇺🇸 NYSE	Core	G55Q55M50V68H62C52D75	61 ·med	Interest	—
NUE	Nucor	🇺🇸 NYSE	Core	G58Q55M70V52H78C52D65	61 ·hig	Interest	—
CCI.CN	Canadian Copper Inc.	🇨🇦 CSE	Spec	G60Q66M55V—H62C54D62	61 ·med	Interest	View →
OM.TO	Osisko Metals Inc.	🇨🇦 TSX	Spec	G65Q40M58V—H55C75D80	61 ·med	Interest	—
MAU.TO	Montage Gold Corp.	🇨🇦 TSX	Spec	G60Q42M60V—H62C75D82	61 ·med	Interest	—
NTR	Nutrien Ltd	🇨🇦 TSX · 🇺🇸 NYSE	Core	G58Q55M68V70H60C58D53	60 ·hig	Interest	—
CTVA	Corteva Inc	🇺🇸 NYSE	Core	G58Q60M65V52H75C64D53	60 ·hig	Interest	—
SHW	Sherwin-Williams	🇺🇸 NYSE	Core	G55Q65M70V42H52C62D73	60 ·hig	Interest	—
IVN.TO	Ivanhoe Mines Ltd.	🇨🇦 TSX	Spec	G72Q48M55V45H50C62D72	60 ·med	Interest	—
CDPR.V	Cerro de Pasco Resources Inc.	🇨🇦 TSXV	Spec	G55Q61M50V—H52C48D55	55 ·med	Interest	View →
ALB	Albemarle	🇺🇸 NYSE	Spec	G62Q38M58V58H45C58D75	54 ·med	Interest	—
APD	Air Products & Chemicals	🇺🇸 NYSE	Core	G52Q48M50V48H42C58D73	52 ·hig	Interest	—
FM.TO	First Quantum Minerals	🇨🇦 TSX	Core	G70Q38M48V40H40C70D79	51 ·med	Interest	—
DRY.V	Dryden Gold Corp.	🇨🇦 TSXV	Spec	G55Q25M45V—H45C55D72	49 ·low	Interest	—
CCM.TO	Canagold Resources Ltd.	🇨🇦 TSX	Spec	G50Q30M45V—H45C55D72	49 ·low	Interest	—
MOS	The Mosaic Company	🇺🇸 NYSE	Core	G42Q35M45V45H48C45D64	45 ·med	Interest	—

Aerospace & Defense Agg 6% · Bal 4% · Con 3%

Defense O/O/O — a steady structural bid reinforced by the live Gulf conflict and NATO rearmament.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
HWM	Howmet Aerospace Inc.	🇺🇸 NYSE	Core	G75Q82M75V38H78C68D78	71 ·hig	Watchlist	View →
LDOS	Leidos Holdings, Inc.	🇺🇸 NYSE	Core	G58Q68M70V78H65C72D72	69 ·hig	Interest	—
AXON	Axon Enterprise	🇺🇸 NASDAQ	Growth	G85Q55M68V30H55C68D84	68 ·hig	Interest	—
NOC	Northrop Grumman	🇺🇸 NYSE	Core	G55Q68M70V73H65C62D63	66 ·hig	Interest	—
GD	General Dynamics	🇺🇸 NYSE	Core	G64Q68M62V58H78C60D63	65 ·hig	Interest	—
ATRO	Astronics	🇺🇸 NASDAQ	Growth	G74Q55M62V42H55C75D80	65 ·med	Interest	View →
KTOS	Kratos Defense	🇺🇸 NASDAQ	Growth	G80Q45M50V30H72C65D87	63 ·hig	Interest	—
DRS	Leonardo DRS	🇺🇸 NASDAQ	Growth	G60Q68M66V48H75C58D66	63 ·hig	Interest	—
RNMBY	Rheinmetall (ADR)	🇩🇪 XETRA · 🇺🇸 OTC	Core	G75Q65M62V40H60C55D82	63 ·low	Interest	—
HII	Huntington Ingalls Industries	🇺🇸 NYSE	Core	G58Q50M58V75H62C58D84	63 ·hig	Interest	—
LMT	Lockheed Martin	🇺🇸 NYSE	Core	G45Q62M70V68H65C58D63	62 ·hig	Interest	—
TDG	TransDigm Group Inc.	🇺🇸 NYSE	Core	G68Q75M78V42H40C55D70	62 ·hig	Interest	—
LUNR	Intuitive Machines, Inc.	🇺🇸 NASDAQ	Spec	G68Q57M55V—H72C45D68	62 ·med	Interest	View →
RKLB	Rocket Lab Corp.	🇺🇸 NASDAQ	Growth	G70Q45M58V40H55C72D80	61 ·med	Interest	—
LHX	L3Harris Technologies	🇺🇸 NYSE	Core	G55Q58M60V55H55C68D77	60 ·hig	Interest	—
RTX	RTX Corp	🇺🇸 NYSE	Core	G66Q58M58V52H58C62D63	59 ·hig	Interest	—
ACHR	Archer Aviation Inc.	🇺🇸 NYSE	Spec	G68Q35M55V—H58C70D75	59 ·med	Interest	—
CAE.TO	CAE Inc.	🇨🇦 TSX · 🇺🇸 NYSE	Core	G63Q49M53V60H57C53D68	57 ·hig	Interest	—
RDW	Redwire	🇺🇸 NYSE	Spec	G72Q30M50V—H40C60D77	56 ·med	No Interest	View →
AVAV	AeroVironment	🇺🇸 NASDAQ	Growth	G62Q35M38V40H50C50D80	53 ·med	No Interest	—
BBD-B.TO	Bombardier	🇨🇦 TSX	Growth	G60Q45M70V42H48C58D60	52 ·med	Interest	—
MRCY	Mercury Systems	🇺🇸 NASDAQ	Growth	G60Q45M60V35H40C55D57	52 ·med	No Interest	View →
BBAI	BigBear.ai	🇺🇸 NYSE	Spec	G32Q38M25V—H70C42D71	44 ·med	No Interest	—
PDYN	Palladyne AI	🇺🇸 NASDAQ	Spec	G50Q30M25V—H40C40D71	44 ·med	No Interest	—
BA	Boeing	🇺🇸 NYSE	Core	G70Q22M40V35H20C62D67	40 ·med	No Interest	—

Financials Agg 4% · Bal 2% · Con —

XLF O/O/N — higher-for-longer lifts float/NIM near-term; the long tailwind matures as the curve-steepener plays out. Banks, insurers, card networks, exchanges.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
SCHW	The Charles Schwab Corporation	🇺🇸 NYSE	Core	G82Q80M75V78H68C78D73	77 ·hig	Watchlist	View →
MA	Mastercard Inc.	🇺🇸 NYSE	Core	G78Q90M85V55H72C72D70	76 ·hig	Watchlist	View →
V	Visa Inc.	🇺🇸 NYSE	Core	G75Q92M85V50H78C62D57	73 ·hig	Watchlist	View →
ACGL	Arch Capital Group	🇺🇸 NASDAQ	Core	G65Q85M78V65H85C60D55	73 ·hig	Watchlist Candidate	—
CME	CME Group Inc.	🇺🇸 NASDAQ	Core	G60Q82M78V55H80C65D71	72 ·hig	Watchlist Candidate	—
CB	Chubb Limited	🇺🇸 NYSE	Core	G62Q78M82V70H80C55D57	71 ·hig	Watchlist Candidate	—
ICE	Intercontinental Exchange, Inc.	🇺🇸 NYSE	Core	G72Q72M74V60H68C80D77	71 ·hig	Watchlist Candidate	—
ARES	Ares Management Corp.	🇺🇸 NYSE	Core	G85Q78M68V62H52C58D80	71 ·med	Watchlist Candidate	—
IFC.TO	Intact Financial Corporation	🇨🇦 TSX	Core	G58Q75M78V68H75C65D61	70 ·med	Watchlist	View →
SYF	Synchrony Financial	🇺🇸 NYSE	Core	G63Q75M74V73H62C68D65	70 ·hig	Watchlist Candidate	—
JPM	JPMorgan Chase	🇺🇸 NYSE	Core	G60Q82M80V50H80C68D60	69 ·hig	Interest	View →
BLK	BlackRock, Inc.	🇺🇸 NYSE	Core	G74Q72M78V55H75C68D67	69 ·hig	Interest	—
RY.TO	Royal Bank of Canada	🇨🇦 TSX · 🇺🇸 NYSE	Core	G68Q80M78V48H78C66D55	68 ·med	Interest	—
TRV	The Travelers Companies, Inc.	🇺🇸 NYSE	Core	G55Q80M82V68H82C45D43	68 ·hig	Interest	—
ALL	Allstate Corp.	🇺🇸 NYSE	Core	G55Q82M70V58H85C62D52	68 ·hig	Interest	—
AXP	American Express Company	🇺🇸 NYSE	Core	G70Q78M78V62H62C52D53	67 ·hig	Interest	—
BAC	Bank of America	🇺🇸 NYSE	Core	G58Q65M72V68H68C70D61	65 ·hig	Interest	—
WFC	Wells Fargo & Company	🇺🇸 NYSE	Core	G58Q62M72V75H62C58D59	64 ·hig	Interest	—
CRCL	Circle Internet Group, Inc.	🇺🇸 NYSE	Spec	G75Q55M52V—H60C75D68	64 ·med	Interest	—
MET	MetLife, Inc.	🇺🇸 NYSE	Core	G62Q60M72V62H65C62D60	63 ·hig	Interest	—
BMO.TO	Bank of Montreal	🇨🇦 TSX · 🇺🇸 NYSE	Core	G64Q64M70V55H72C58D53	62 ·med	Interest	—
PGR	The Progressive Corporation	🇺🇸 NYSE	Core	G48Q70M78V62H62C48D50	62 ·hig	Interest	—
MFC.TO	Manulife Financial Corporation	🇨🇦 TSX	Core	G68Q60M70V68H63C55D45	61 ·med	Interest	—
AFL	Aflac Inc.	🇺🇸 NYSE	Core	G45Q72M75V45H80C48D45	60 ·hig	Interest	—
CHYM	Chime Financial, Inc.	🇺🇸 NASDAQ	Spec	G70Q45M52V—H58C65D70	60 ·med	Interest	—
SOFI	SoFi Technologies	🇺🇸 NASDAQ	—	G75Q50M45V55H50C50D63	59 ·hig	Interest	View →
GS	Goldman Sachs	🇺🇸 NYSE	Core	G65Q68M72V42H65C58D47	59 ·hig	Interest	—
SLF.TO	Sun Life Financial Inc.	🇨🇦 TSX	Core	G62Q60M70V60H63C50D43	59 ·med	Interest	—
TD.TO	Toronto-Dominion Bank	🇨🇦 TSX · 🇺🇸 NYSE	Core	G48Q60M55V58H68C58D51	57 ·med	Interest	—
USB	U.S. Bancorp	🇺🇸 NYSE	Core	G52Q62M62V52H60C55D52	57 ·hig	Interest	—
KLAR	Klarna Group plc	🇺🇸 NYSE	Spec	G60Q42M50V—H52C60D66	55 ·med	Interest	—
WU	Western Union	🇺🇸 NYSE	Core	G30Q58M55V75H50C35D50	54 ·hig	Interest	View →
EG	Everest Group Ltd	🇺🇸 NYSE	Core	G48Q48M50V58H72C55D48	53 ·hig	Interest	—
C	Citigroup	🇺🇸 NYSE	—	G50Q45M65V55H55C55D51	52 ·hig	Interest	View →

Comm. Services Agg 4% · Bal 3% · Con —

XLC O/O/O — durable cash flows; carries a share of the armed S&P-concentration/AI-earnings tail via its mega-cap constituents.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
META	Meta Platforms, Inc.	🇺🇸 NASDAQ	Core	G85Q85M75V82H85C70D87	83 ·hig	Watchlist	View →
GOOGL	Alphabet Inc.	🇺🇸 NASDAQ	Core	G80Q82M78V62H88C85D82	79 ·hig	Watchlist	View →
NFLX	Netflix, Inc.	🇺🇸 NASDAQ	Core	G78Q88M78V62H82C72D80	79 ·hig	Watchlist	View →
TTWO	Take-Two Interactive Software, Inc.	🇺🇸 NASDAQ	Growth	G82Q62M58V—H60C90D74	72 ·hig	Watchlist Candidate	—
TMUS	T-Mobile US, Inc.	🇺🇸 NASDAQ	Core	G65Q72M75V72H55C72D78	70 ·hig	Watchlist	View →
TKO	TKO Group Holdings, Inc.	🇺🇸 NYSE	Growth	G70Q74M62V55H60C70D78	68 ·hig	Interest	—
DIS	The Walt Disney Company	🇺🇸 NYSE	Core	G58Q58M60V68H58C68D72	63 ·hig	Interest	—
RCI-B.TO	Rogers Communications	🇨🇦 TSX	Growth	G62Q66M58V70H45C62D62	62 ·med	Interest	—
VZ	Verizon Communications	🇺🇸 NYSE	Core	G48Q62M58V75H42C55D62	59 ·hig	Interest	—
DDI	DoubleDown Interactive Co.	🇺🇸 NASDAQ	Growth	G45Q65M55V65H68C55D78	59 ·low	Interest	—
BCE.TO	BCE Inc.	🇨🇦 TSX	Core	G45Q60M50V68H40C50D58	55 ·med	Interest	—
T.TO	TELUS Corporation	🇨🇦 TSX	Core	G38Q42M42V55H38C52D58	46 ·med	Interest	—

Technology Agg 7% · Bal 5% · Con 2%

XLK N/O/O — structural AI/productivity tilt (medium/long O); rate-sensitive short. The section most exposed to the armed concentration tail.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
MSFT	Microsoft	🇺🇸 NASDAQ	Core	G82Q90M82V75H92C78D59	80 ·hig	Watchlist	View →
MU	Micron Technology, Inc.	🇺🇸 NASDAQ	Core	G85Q78M72V85H90C82D75	80 ·hig	Watchlist Candidate	—
APP	AppLovin Corporation	🇺🇸 NASDAQ	Growth	G90Q95M82V55H78C75D75	80 ·hig	Watchlist Candidate	—
NVDA	NVIDIA	🇺🇸 NASDAQ	Core	G85Q92M80V58H90C78D56	78 ·hig	Watchlist	View →
AVGO	Broadcom	🇺🇸 NASDAQ	Core	G88Q85M80V68H75C75D59	76 ·hig	Watchlist	View →
ANET	Arista Networks, Inc.	🇺🇸 NYSE	Growth	G85Q85M80V45H90C75D67	76 ·hig	Interest	—
PLTR	Palantir	🇺🇸 NASDAQ	Spec	G90Q85M75V22H92C70D59	74 ·med	Watchlist	View →
CSU.TO	Constellation Software	🇨🇦 TSX	Core	G70Q80M90V60H78C58D59	72 ·hig	Watchlist	View →
AMD	Advanced Micro Devices, Inc.	🇺🇸 NASDAQ	Growth	G88Q62M75V52H85C82D70	70 ·hig	Interest	—
PANW	Palo Alto Networks, Inc.	🇺🇸 NASDAQ	Growth	G85Q72M62V35H70C80D62	70 ·hig	Interest	—
NOW	ServiceNow, Inc.	🇺🇸 NYSE	Growth	G78Q75M65V70H78C52D60	70 ·med	Watchlist	View →
INTU	Intuit Inc.	🇺🇸 NASDAQ	Core	G48Q80M75V85H85C45D44	70 ·med	Watchlist Candidate	—
ALAB	Astera Labs, Inc.	🇺🇸 NASDAQ	Growth	G80Q70M62V40H70C78D78	70 ·med	Watchlist Candidate	—
SHOP.TO	Shopify	🇨🇦 TSX · 🇺🇸 NYSE	Growth	G82Q72M70V38H88C60D57	68 ·hig	Interest	—
CRM	Salesforce, Inc.	🇺🇸 NYSE	Core	G50Q75M72V85H75C48D50	68 ·hig	Interest	—
ADBE	Adobe Inc.	🇺🇸 NASDAQ	Core	G42Q82M75V85H85C38D37	68 ·hig	Interest	—
MRVL	Marvell Technology, Inc.	🇺🇸 NASDAQ	Growth	G80Q68M68V48H65C58D68	68 ·hig	Interest	—
DSG.TO	Descartes Systems Group	🇨🇦 TSX · 🇺🇸 NASDAQ	Growth	G68Q72M78V62H85C58D58	68 ·med	Watchlist	View →
AMAT	Applied Materials, Inc.	🇺🇸 NASDAQ	Core	G65Q82M75V42H82C48D62	68 ·hig	Interest	—
CIEN	Ciena	🇺🇸 NYSE	Growth	G78Q62M66V55H68C74D65	68 ·hig	Interest	—
AAPL	Apple	🇺🇸 NASDAQ	Core	G52Q88M75V38H80C60D52	66 ·hig	Interest	View →
CRWV	CoreWeave, Inc.	🇺🇸 NASDAQ	Growth	G85Q45M55V35H45C80D75	64 ·med	Interest	—
NBIS	Nebius Group N.V.	🇺🇸 NASDAQ	Spec	G80Q40M55V—H60C78D72	63 ·med	Interest	—
ORCL	Oracle Corporation	🇺🇸 NYSE	Core	G78Q58M62V65H42C55D70	62 ·hig	Interest	—
QCOM	QUALCOMM Incorporated	🇺🇸 NASDAQ	Core	G42Q72M72V58H80C50D50	62 ·hig	Interest	—
CRWD	CrowdStrike	🇺🇸 NASDAQ	Growth	G75Q70M58V38H82C52D36	60 ·med	Interest	View →
TXN	Texas Instruments Incorporated	🇺🇸 NASDAQ	Core	G62Q68M68V45H70C60D54	60 ·hig	Interest	—
STX	Seagate Technology	🇺🇸 NASDAQ	Core	G78Q72M68V28H55C72D60	60 ·hig	Interest	—
INFQ	Infleqtion, Inc.	🇺🇸 NASDAQ	Spec	G65Q54M52V—H58C32D58	56 ·low	Interest	View →
INDI	indie Semiconductor, Inc.	🇺🇸 NASDAQ	Growth	G62Q46M55V57H58C50D45	54 ·med	Interest	View →
CCDS.V	Carrier Connect Data Solutions Inc.	🇨🇦 TSXV	Spec	G58Q50M48V—H56C48D54	53 ·low	Interest	View →
CLSK	CleanSpark, Inc.	🇺🇸 NASDAQ	Growth	G65Q55M52V58H45C34D38	53 ·med	Interest	View →
ABXX.TO	Abaxx Technologies Inc.	🇨🇦 TSX	Spec	G60Q56M45V—H50C27D52	52 ·med	Interest	View →
IONQ	IonQ, Inc.	🇺🇸 NYSE	Spec	G60Q44M50V—H55C40D52	52 ·med	Interest	View →
BB.TO	BlackBerry Limited	🇨🇦 TSX	Growth	G45Q61M50V22H60C38D54	47 ·med	Interest	View →
RGTI	Rigetti Computing, Inc.	🇺🇸 NASDAQ	Spec	G50Q30M40V—H52C25D48	42 ·med	No Interest	View →
INTC	Intel Corporation	🇺🇸 NASDAQ	Core	G40Q40M45V18H50C48D42	38 ·hig	No Interest	View →

Health Care Agg 4% · Bal 8% · Con 7%

XLV O/O/O — the actively-bid winner of the higher-for-longer defensive rotation; rate-insensitive, tariff-insulated. Short signal firmed N→O this cycle.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
LLY	Eli Lilly	🇺🇸 NYSE	Core	G90Q88M80V52H85C70D66	76 ·hig	Watchlist	View →
NVO	Novo Nordisk	🇺🇸 NYSE	Core	G60Q90M68V75H82C38D74	76 ·med	Interest	—
VRTX	Vertex Pharmaceuticals	🇺🇸 NASDAQ	Growth	G72Q84M74V55H90C70D82	74 ·hig	Watchlist	View →
ABCL	AbCellera	🇺🇸 NASDAQ	Spec	G78Q65M72V—H72C70D78	73 ·med	Watchlist	View →
JNJ	Johnson & Johnson	🇺🇸 NYSE	Core	G58Q82M72V60H88C50D72	72 ·hig	Watchlist Candidate	—
AZN	AstraZeneca plc	🇺🇸 NASDAQ	Core	G68Q74M70V68H78C52D78	72 ·hig	Watchlist Candidate	—
GILD	Gilead Sciences, Inc.	🇺🇸 NASDAQ	Core	G60Q80M62V70H80C66D78	72 ·hig	Watchlist	View →
REGN	Regeneron Pharmaceuticals	🇺🇸 NASDAQ	Core	G62Q72M76V68H88C58D78	72 ·hig	Watchlist Candidate	—
ISRG	Intuitive Surgical, Inc.	🇺🇸 NASDAQ	Growth	G78Q82M74V38H88C64D78	72 ·hig	Watchlist Candidate	—
BSX	Boston Scientific Corp.	🇺🇸 NYSE	Growth	G72Q76M68V72H80C52D78	72 ·med	Watchlist Candidate	—
MRK	Merck	🇺🇸 NYSE	Core	G52Q78M78V75H72C55D66	70 ·hig	Watchlist	View →
ABT	Abbott Laboratories	🇺🇸 NYSE	Core	G64Q70M70V65H76C64D76	70 ·hig	Watchlist Candidate	—
CI	The Cigna Group	🇺🇸 NYSE	Core	G52Q62M78V80H76C56D70	68 ·hig	Interest	—
MDT	Medtronic plc	🇺🇸 NYSE	Core	G52Q62M66V70H78C52D70	66 ·hig	Interest	—
TMO	Thermo Fisher Scientific	🇺🇸 NYSE	Core	G58Q70M74V58H60C62D72	66 ·hig	Interest	—
SYK	Stryker Corporation	🇺🇸 NYSE	Core	G65Q72M78V45H62C62D74	66 ·hig	Interest	—
ADPT	Adaptive Biotechnologies	🇺🇸 NASDAQ	Spec	G72Q62M52V—H62C62D72	64 ·med	Interest	View →
AMGN	Amgen Inc.	🇺🇸 NASDAQ	Core	G52Q72M64V60H62C52D72	64 ·hig	Interest	—
ABBV	AbbVie	🇺🇸 NYSE	Core	G68Q62M62V58H48C60D72	62 ·hig	Interest	—
DHR	Danaher Corporation	🇺🇸 NYSE	Core	G56Q58M72V52H74C56D70	62 ·hig	Interest	—
ELV	Elevance Health, Inc.	🇺🇸 NYSE	Core	G48Q58M72V68H80C42D62	62 ·hig	Interest	—
KLRA	Kailera Therapeutics, Inc.	🇺🇸 NASDAQ	Spec	G70Q35M55V—H62C72D74	59 ·med	Interest	—
BMY	Bristol-Myers Squibb	🇺🇸 NYSE	Core	G48Q60M55V62H55C50D70	58 ·hig	Interest	—
EXAS	Exact Sciences Corp.	🇺🇸 NASDAQ	Growth	G55Q58M55V50H60C70D72	58 ·med	Interest	—
UNH	UnitedHealth	🇺🇸 NYSE	Core	G50Q55M62V48H62C52D66	56 ·med	Interest	View →
IQV	IQVIA Holdings Inc.	🇺🇸 NYSE	Core	G55Q58M58V52H45C50D70	56 ·hig	Interest	—
PFE	Pfizer Inc.	🇺🇸 NYSE	Core	G42Q55M48V60H58C48D67	56 ·hig	Interest	—
BHC.TO	Bausch Health	🇨🇦 TSX · 🇺🇸 NYSE	Spec	G48Q44M52V56H17C44D63	46 ·med	No Interest	—

Utilities Agg 2% · Bal 6% · Con 6%

XLU N/O/O — regulated power + AI-datacenter demand; a rate-sensitive bond proxy that improves medium/long.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
CEG	Constellation Energy	🇺🇸 NASDAQ	Growth	G75Q68M62V68H62C70D68	70 ·hig	Interest	—
VST	Vistra	🇺🇸 NYSE	Growth	G80Q58M68V70H42C72D68	70 ·med	Interest	—
TLN	Talen Energy	🇺🇸 NASDAQ	Growth	G80Q62M72V48H55C75D80	70 ·hig	Watchlist	View →
BEP-UN.TO	Brookfield Renewable Partners	🇨🇦 TSX · 🇺🇸 NYSE	Growth	G75Q62M68V62H45C70D62	66 ·med	Interest	—
NRG	NRG Energy	🇺🇸 NYSE	Growth	G62Q58M68V70H42C70D83	64 ·med	Interest	—
AWK	American Water Works	🇺🇸 NYSE	Core	G58Q80M72V58H50C50D53	64 ·hig	Interest	—
PCG	PG&E	🇺🇸 NYSE	Growth	G65Q55M65V82H38C70D76	64 ·med	Interest	—
AEP	American Electric Power	🇺🇸 NASDAQ	Core	G70Q64M64V60H52C64D64	62 ·hig	Interest	—
PEG	Public Service Enterprise Grp	🇺🇸 NYSE	Core	G62Q65M65V62H55C58D65	62 ·hig	Interest	—
NEE	NextEra Energy	🇺🇸 NYSE	Core	G64Q70M62V52H52C60D53	60 ·hig	Interest	—
SRE	Sempra	🇺🇸 NYSE	Core	G74Q52M54V66H48C66D68	60 ·hig	Interest	—
DUK	Duke Energy	🇺🇸 NYSE	Core	G60Q64M65V55H54C50D53	58 ·hig	Interest	—
D	Dominion Energy	🇺🇸 NYSE	Core	G68Q58M58V52H50C52D60	58 ·hig	Interest	—
XEL	Xcel Energy Inc.	🇺🇸 NASDAQ	Core	G60Q60M60V52H50C55D62	58 ·hig	Interest	—
H.TO	Hydro One Limited	🇨🇦 TSX	Core	G58Q68M65V42H55C48D55	58 ·med	Interest	—
OKLO	Oklo Inc.	🇺🇸 NYSE	Spec	G70Q30M55V—H55C75D68	57 ·med	Interest	—
SO	Southern Company	🇺🇸 NYSE	Core	G60Q66M62V52H52C50D45	56 ·hig	Interest	—
FTS.TO	Fortis Inc.	🇨🇦 TSX · 🇺🇸 NYSE	Core	G55Q68M73V40H52C52D52	56 ·hig	Interest	—
EXC	Exelon	🇺🇸 NASDAQ	Core	G62Q54M58V60H52C48D58	56 ·hig	Interest	—
EIX	Edison International	🇺🇸 NYSE	Core	G55Q58M60V70H48C55D45	56 ·hig	Interest	—
ED	Consolidated Edison	🇺🇸 NYSE	Core	G52Q58M66V48H56C38D46	54 ·med	Interest	—
SMR	NuScale Power Corp.	🇺🇸 NYSE	Spec	G65Q28M50V—H50C70D66	53 ·med	Interest	—
CPX.TO	Capital Power	🇨🇦 TSX	Core	G62Q50M58V45H42C62D56	52 ·med	Interest	—
EMA.TO	Emera Incorporated	🇨🇦 TSX	Core	G55Q55M52V42H45C45D48	50 ·med	Interest	—

Cons. Staples Agg — · Bal 5% · Con 5%

XLP O/O/N — defensive bid firmed (Short N→O) on the oil-shock risk-off; a ballast sleeve, not a growth one.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
CELH	Celsius Holdings	🇺🇸 NASDAQ	Growth	G82Q64M62V75H58C60D84	72 ·med	Watchlist	View →
ATD.TO	Alimentation Couche-Tard	🇨🇦 TSX	Core	G62Q78M83V58H78C65D59	70 ·hig	Watchlist	View →
MNST	Monster Beverage	🇺🇸 NASDAQ	Growth	G78Q80M75V42H90C55D53	68 ·hig	Interest	—
DG	Dollar General	🇺🇸 NYSE	Core	G58Q64M66V80H62C64D82	68 ·hig	Interest	—
NWC.TO	North West Company	🇨🇦 TSX	Core	G50Q72M70V66H72C58D78	68 ·med	Interest	—
STZ	Constellation Brands	🇺🇸 NYSE	Core	G56Q70M60V70H58C52D74	66 ·hig	Interest	—
PG	Procter & Gamble	🇺🇸 NYSE	Core	G40Q80M80V45H70C55D61	64 ·hig	Interest	—
KO	Coca-Cola	🇺🇸 NYSE	Core	G50Q82M78V48H62C58D53	64 ·hig	Interest	—
COST	Costco Wholesale	🇺🇸 NASDAQ	Core	G58Q78M80V35H80C58D61	64 ·hig	Interest	—
WMT	Walmart	🇺🇸 NYSE	Core	G58Q75M78V38H68C62D67	64 ·hig	Interest	—
HSY	Hershey	🇺🇸 NYSE	Core	G50Q70M62V58H60C55D82	64 ·hig	Interest	—
ELF	e.l.f. Beauty	🇺🇸 NYSE	Growth	G76Q58M58V56H56C50D66	64 ·med	Interest	—
MRU.TO	Metro Inc.	🇨🇦 TSX	Core	G55Q65M72V58H65C52D70	64 ·med	Interest	—
COCO	The Vita Coco Company, Inc.	🇺🇸 NASDAQ	Growth	G58Q68M62V55H70C65D74	63 ·med	Interest	—
L.TO	Loblaw Companies	🇨🇦 TSX	Core	G58Q74M72V50H62C50D62	62 ·hig	Interest	—
CL	Colgate-Palmolive	🇺🇸 NYSE	Core	G52Q74M70V50H64C52D60	62 ·hig	Interest	—
PEP	PepsiCo, Inc.	🇺🇸 NASDAQ	Core	G52Q68M68V55H55C55D70	62 ·hig	Interest	—
MDLZ	Mondelez International	🇺🇸 NASDAQ	Core	G62Q54M62V62H58C64D68	60 ·hig	Interest	—
SAP.TO	Saputo Inc.	🇨🇦 TSX	Core	G55Q55M60V62H62C55D67	60 ·med	Interest	—
KVUE	Kenvue	🇺🇸 NYSE	Core	G50Q62M50V48H62C52D62	56 ·med	Interest	—
GIS	General Mills	🇺🇸 NYSE	Core	G38Q62M62V62H56C30D58	56 ·med	No Interest	—
KR	The Kroger Co.	🇺🇸 NYSE	Core	G52Q52M58V52H45C58D70	54 ·hig	Interest	—
KDP	Keurig Dr Pepper	🇺🇸 NASDAQ	Core	G58Q52M46V58H32C50D58	52 ·med	No Interest	—
ADM	Archer-Daniels-Midland	🇺🇸 NYSE	Core	G38Q42M55V52H48C45D70	50 ·hig	Interest	—

EM Equities Agg 5% · Bal 3% · Con —

EM U/N/O — trimmed near-term (tariff Aug-1 + firm USD) but a contrarian long-recovery on China policy support and a weaker-USD long view.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
PDD	PDD Holdings Inc.	🇺🇸 NASDAQ	Core	G78Q88M72V90H92C45D83	84 ·hig	Watchlist	View →
SE	Sea Limited	🇺🇸 NYSE	Growth	G88Q72M75V68H75C58D85	78 ·hig	Watchlist	View →
TSM	Taiwan Semiconductor	🇺🇸 NYSE	Core	G85Q92M80V60H85C58D54	76 ·hig	Watchlist	View →
IBN	ICICI Bank Limited	🇺🇸 NYSE	Core	G78Q82M78V62H75C68D80	76 ·hig	Watchlist	View →
HDB	HDFC Bank Limited	🇺🇸 NYSE	Core	G75Q80M80V68H78C48D81	76 ·hig	Watchlist	View →
NTES	NetEase, Inc.	🇺🇸 NASDAQ	Core	G62Q80M72V68H85C65D72	74 ·hig	Watchlist	View →
TCOM	Trip.com Group Limited	🇺🇸 NASDAQ	Core	G72Q68M65V72H85C72D78	73 ·hig	Watchlist	View →
MELI	MercadoLibre	🇺🇸 NASDAQ	Core	G80Q62M80V62H55C62D77	72 ·hig	Watchlist	View →
NU	Nu Holdings	🇺🇸 NYSE	Growth	G82Q70M72V65H58C62D71	72 ·hig	Watchlist	View →
GRAB	Grab Holdings Limited	🇺🇸 NASDAQ	Growth	G82Q58M68V58H78C55D85	71 ·med	Watchlist	View →
DLO	DLocal	🇺🇸 NASDAQ	Growth	G70Q70M68V68H80C60D77	70 ·med	Interest	View →
INFY	Infosys Limited	🇺🇸 NYSE	Core	G48Q82M80V68H88C28D57	70 ·med	Interest	—
BABA	Alibaba	🇺🇸 NYSE	Core	G58Q55M68V80H70C70D81	68 ·hig	Interest	—
PBR	Petroleo Brasileiro S.A. - Petrobras	🇺🇸 NYSE	Core	G52Q78M48V85H70C52D50	67 ·hig	Interest	—
STNE	StoneCo Ltd.	🇺🇸 NASDAQ	Spec	G62Q66M58V78H55C68D75	66 ·med	Interest	—
XP	XP Inc.	🇺🇸 NASDAQ	Growth	G58Q66M62V72H58C65D72	66 ·med	Interest	—
BIDU	Baidu, Inc.	🇺🇸 NASDAQ	Core	G55Q50M62V72H70C52D73	62 ·med	Interest	—
MMYT	MakeMyTrip Limited	🇺🇸 NASDAQ	Growth	G62Q68M62V50H66C68D62	62 ·med	Interest	—
ITUB	Itau Unibanco Holding S.A.	🇺🇸 NYSE	Core	G58Q78M75V40H62C58D47	61 ·hig	Interest	—
FMX	Fomento Economico Mexicano	🇺🇸 NYSE	Core	G60Q60M72V48H62C62D55	59 ·hig	Interest	—
JD	JD.com, Inc.	🇺🇸 NASDAQ	Core	G55Q45M58V72H62C48D63	57 ·hig	Interest	—

Consumer Discretionary — Not aligned with portfolio Not aligned with portfolio

Watchlist names whose GICS sector the 14 Jul portfolio does not currently fund — carried forward (append-only), scored on merit, not on allocation.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
BKNG	Booking Holdings Inc.	🇺🇸 NASDAQ	Core	G72Q88M85V82H70C58D65	78 ·hig	Watchlist	View →
LULU	Lululemon Athletica Inc.	🇺🇸 NASDAQ	Core	G42Q85M75V80H82C35D45	70 ·med	Interest	—
AMZN	Amazon.com	🇺🇸 NASDAQ	Core	G72Q70M64V64H78C68D60	68 ·hig	Watchlist	View →
CMG	Chipotle Mexican Grill, Inc.	🇺🇸 NYSE	Core	G52Q85M78V52H80C45D60	68 ·med	Interest	—
ABNB	Airbnb, Inc.	🇺🇸 NASDAQ	Growth	G70Q85M75V60H88C62D42	68 ·hig	Interest	—
DECK	Deckers Outdoor Corporation	🇺🇸 NYSE	Growth	G58Q88M80V75H90C50D50	68 ·hig	Watchlist	View →
ROST	Ross Stores, Inc.	🇺🇸 NASDAQ	Core	G55Q82M75V48H82C70D48	66 ·hig	Interest	—
TJX	TJX Companies	🇺🇸 NYSE	Core	G68Q76M72V42H72C66D48	64 ·hig	Interest	—
DOL.TO	Dollarama	🇨🇦 TSX	Core	G74Q76M74V46H60C64D48	64 ·med	Interest	—
LOW	Lowe's Companies, Inc.	🇺🇸 NYSE	Core	G48Q70M72V65H58C45D52	62 ·hig	Interest	—
HD	Home Depot	🇺🇸 NYSE	Core	G50Q72M70V50H58C55D46	58 ·hig	Interest	—
MCD	McDonald's	🇺🇸 NYSE	Core	G48Q70M70V52H55C52D52	58 ·hig	Interest	—
QSR	Restaurant Brands Intl	🇨🇦 TSX · 🇺🇸 NYSE	Core	G58Q64M58V62H50C58D50	58 ·hig	No Interest	—
TSLA	Tesla	🇺🇸 NASDAQ	Growth	G58Q50M58V20H88C55D55	52 ·hig	Interest	View →
MAR	Marriott International, Inc.	🇺🇸 NASDAQ	Core	G60Q68M72V42H45C48D25	52 ·hig	No Interest	—
NKE	NIKE, Inc.	🇺🇸 NYSE	Core	G40Q52M55V48H70C42D48	52 ·med	Interest	—
SBUX	Starbucks Corporation	🇺🇸 NASDAQ	Core	G50Q50M50V40H50C60D38	46 ·med	Interest	—

Real Estate — Not aligned with portfolio Not aligned with portfolio

Watchlist names whose GICS sector the 14 Jul portfolio does not currently fund — carried forward (append-only), scored on merit, not on allocation.

Ticker	Name / gates	Exchange	Tier	Scorecard (G·Q·M·V·H·C·D)	Fit	Verdict	Report
WELL	Welltower Inc.	🇺🇸 NYSE	Core	G80Q80M78V35H75C72D35	64 ·hig	Interest	—

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Data Sources & Methodology

Macro-realignment refresh. This run re-aligns the 13 Jul finder universe (326 candidates, all sections freshly sourced that run) to the 14 Jul Portfolio and 14 Jul Macro report. Fundamentals (G/Q/M/V/H/C) are <1 week old with no earnings posted since, so they are reused; only the D (driver/macro) dimension was re-scored against the new macro. Alignment moved in three sleeves: Energy +4 (XLE Short O→SO on the live Iran/Hormuz oil-supply shock, plus the Oil driver O→SO — two notches), Cons. Staples +2 and Health Care +2 (defensive Short signals firmed N→O). All other sleeves were unchanged (Δalignment 0). Gold's medium-term signal firmed (N→O); at screen grain this did not move any Materials verdict. The four sourcing lanes (US/Canadian/roster/peer) were not re-run this cycle — they ran in full on 13 Jul; the next full (Mode A) run owes fresh sourcing.

Membership cap recomputed for the three re-scored sleeves (Step 2.6, top-3 per sector×country, incumbents-with-reports protected). Append-only universe preserved: all 326 prior names carried forward. 16 of them carry watchlist analysis_status: removed (operator removals) but remain on the finder per the append-only rule; their finder verdicts are computed on merit. (Of 23 total operator removals this cycle, the other 7 were never in the finder universe.)