Rebalance — Aug 01, 2025
monthly rebalance · 15 positions · +1 added, −1 removed, 14 adjusted
⚠️ This page displays hypothetical research models for educational purposes only. It does not represent an investable portfolio, managed account, or recommended strategy.
Composition on 2025-08-01
Allocations shown represent internal research model outputs used to demonstrate analytical behavior. They are illustrative only and not designed for replication, trading, or implementation.
Symbol
Allocation
Score
Rank
Status
PGR
22.25%
27.24
#1
● Held
SCHW
9.17%
11.23
#2
● Held
PFE
8.55%
10.47
#3
● Held
LIN
7.24%
8.87
#4
● Held
GE
6.32%
7.74
#5
● Held
NFLX
5.85%
7.16
#6
● Held
BMY
5.79%
7.09
#7
● Held
T
4.98%
6.09
#8
● Held
AMGN
4.64%
5.68
#9
● Held
GS
4.42%
5.41
#10
● Held
AVGO
4.30%
5.26
#11
● Held
LRCX
4.28%
5.24
#12
● Held
DIS
4.24%
5.19
#13
● Held
ADI
4.20%
5.14
#14
● New
ABT
3.77%
4.62
#15
● Held
Signal Changes
Added (1)
ADI
4.20%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 7.29D/E Ratio: 0.76Gross Margin: 0.55
Removed (1)
INTU
0.00%(was 3.96%)
Exit reason: Passed all filters
D/E Ratio: 0.68Annual Margin Growth: 3.15Quarterly Margin Growth: 1.17
Holdings With Score Updates (14)
AVGO
4.30%(was 3.89%)
Reason: Passed all filters
Annual Margin Growth: 8.14Gross Margin: 0.70ROE: 0.54
SCHW
9.17%(was 9.24%)
Reason: Passed all filters
Annual Margin Growth: 25.17Gross Margin: 0.87Quarterly Margin Growth: 3.87
GE
6.32%(was 6.35%)
Reason: Passed all filters
Annual Margin Growth: 17.76ROE: 0.80Gross Margin: 0.57
BMY
5.79%(was 5.84%)
Reason: Passed all filters
Annual Margin Growth: 14.11Quarterly Margin Growth: 4.31ROE: 0.62
DIS
4.24%(was 4.26%)
Reason: Passed all filters
Annual Margin Growth: 7.01Gross Margin: 0.65D/E Ratio: 0.63
GS
4.42%(was 4.45%)
Reason: Passed all filters
Annual Margin Growth: 11.34Quarterly Margin Growth: 3.46Gross Margin: 0.30
T
4.98%(was 5.00%)
Reason: Passed all filters
Annual Margin Growth: 10.76Quarterly Margin Growth: 3.57Gross Margin: 0.44
NFLX
5.85%(was 5.87%)
Reason: Passed all filters
Annual Margin Growth: 9.85ROE: 0.84Gross Margin: 0.75
AMGN
4.64%(was 4.69%)
Reason: Passed all filters
Annual Margin Growth: 8.94ROE: 0.94Gross Margin: 0.49
PGR
22.25%(was 22.44%)
Reason: Passed all filters
Quarterly Margin Growth: 66.57Annual Margin Growth: 17.77D/E Ratio: 0.80
ABT
3.77%(was 3.80%)
Reason: Passed all filters
Annual Margin Growth: 4.68D/E Ratio: 0.74Quarterly Margin Growth: 2.55
LRCX
4.28%(was 4.31%)
Reason: Passed all filters
ROE: 0.92Gross Margin: 0.89Annual Margin Growth: 3.31
LIN
7.24%(was 7.28%)
Reason: Passed all filters
Annual Margin Growth: 13.83Quarterly Margin Growth: 8.22Gross Margin: 0.62
PFE
8.55%(was 8.61%)
Reason: Passed all filters
Annual Margin Growth: 27.67Gross Margin: 0.59D/E Ratio: 0.47