Rebalance — Dec 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 2025-12-01
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
INTC
18.21%
26.27
#1
● Held
LMT
12.82%
18.50
#2
● Held
MU
12.04%
17.38
#3
● Held
BMY
7.36%
10.61
#4
● Held
SCHW
6.11%
8.82
#5
● Held
LIN
5.13%
7.40
#6
● Held
T
5.07%
7.32
#7
● Held
PFE
4.79%
6.91
#8
● Held
AMGN
4.75%
6.85
#9
● Held
GS
4.46%
6.44
#10
● Held
ADI
4.21%
6.08
#11
● New
AVGO
3.93%
5.68
#12
● Held
BAC
3.85%
5.55
#13
● Held
ABT
3.72%
5.37
#14
● Held
LRCX
3.55%
5.12
#15
● Held
Signal Changes
Added (1)
ADI
4.21%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 10.06D/E Ratio: 0.74Gross Margin: 0.64
Removed (1)
BLK
0.00%(was 3.55%)
Exit reason: Passed all filters
Annual Margin Growth: 4.75Quarterly Margin Growth: 4.67D/E Ratio: 0.70
Holdings With Score Updates (14)
AVGO
3.93%(was 3.57%)
Reason: Passed all filters
Annual Margin Growth: 6.75Gross Margin: 0.96ROE: 0.74
SCHW
6.11%(was 6.04%)
Reason: Passed all filters
Annual Margin Growth: 16.15Quarterly Margin Growth: 4.22Gross Margin: 0.84
BMY
7.36%(was 7.26%)
Reason: Passed all filters
Annual Margin Growth: 21.73Quarterly Margin Growth: 6.68ROE: 0.81
GS
4.46%(was 4.42%)
Reason: Passed all filters
Annual Margin Growth: 13.74Quarterly Margin Growth: 4.44Gross Margin: 0.34
MU
12.04%(was 13.96%)
Reason: Passed all filters
Annual Margin Growth: 37.53Quarterly Margin Growth: 10.55Gross Margin: 0.92
T
5.07%(was 5.05%)
Reason: Passed all filters
Annual Margin Growth: 12.22Quarterly Margin Growth: 3.87Gross Margin: 0.76
INTC
18.21%(was 17.96%)
Reason: Passed all filters
Quarterly Margin Growth: 42.03Annual Margin Growth: 40.64Gross Margin: 0.72
AMGN
4.75%(was 4.71%)
Reason: Passed all filters
Annual Margin Growth: 10.58ROE: 0.96Gross Margin: 0.85
BAC
3.85%(was 3.81%)
Reason: Passed all filters
Annual Margin Growth: 10.68Quarterly Margin Growth: 2.65Gross Margin: 0.51
LMT
12.82%(was 12.63%)
Reason: Passed all filters
Quarterly Margin Growth: 76.99Annual Margin Growth: -19.38ROE: 0.93
ABT
3.72%(was 3.69%)
Reason: Passed all filters
Annual Margin Growth: 7.98D/E Ratio: 0.76Quarterly Margin Growth: 2.29
LRCX
3.55%(was 3.55%)
Reason: Passed all filters
Annual Margin Growth: 4.53ROE: 0.86Gross Margin: 0.70
LIN
5.13%(was 5.07%)
Reason: Passed all filters
Annual Margin Growth: 13.80Gross Margin: 0.63Quarterly Margin Growth: 2.90
PFE
4.79%(was 4.73%)
Reason: Passed all filters
Annual Margin Growth: 9.44Quarterly Margin Growth: 6.11Gross Margin: 0.60