Rebalance — Apr 01, 2026
monthly rebalance · 15 positions · +6 added, −6 removed, 9 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 2026-04-01
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
T
24.24%
58.72
#1
● Held
LMT
17.27%
41.84
#2
● Held
MU
10.91%
26.43
#3
● Held
CB
6.74%
16.32
#4
● New
VZ
5.90%
14.29
#5
● New
INTC
5.48%
13.27
#6
● Held
LIN
4.79%
11.61
#7
● Held
MA
3.54%
8.58
#8
● New
GS
3.46%
8.38
#9
● Held
BMY
3.35%
8.11
#10
● Held
AMGN
3.33%
8.06
#11
● Held
JNJ
2.94%
7.12
#12
● New
LOW
2.72%
6.59
#13
● New
SCHW
2.68%
6.48
#14
● Held
MRK
2.67%
6.46
#15
● New
Signal Changes
Added (6)
MRK
2.67%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 8.88Quarterly Margin Growth: 5.56Gross Margin: 0.55
CB
6.74%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 28.24Quarterly Margin Growth: 18.04D/E Ratio: 0.72
JNJ
2.94%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 8.32Quarterly Margin Growth: 6.51Gross Margin: 0.64
LOW
2.72%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 10.13Quarterly Margin Growth: 6.85D/E Ratio: 0.95
MA
3.54%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 11.27Quarterly Margin Growth: 7.08ROE: 0.97
VZ
5.90%(was 0.00%)
Reason: Passed all filters
Annual Margin Growth: 26.42Quarterly Margin Growth: 19.65D/E Ratio: 0.21
Removed (6)
AVGO
0.00%(was 3.93%)
Exit reason: Passed all filters
Gross Margin: 0.92ROE: 0.69Annual Margin Growth: 2.51
ADI
0.00%(was 4.21%)
Exit reason: Passed all filters
Annual Margin Growth: 9.37D/E Ratio: 0.79Gross Margin: 0.72
BAC
0.00%(was 3.85%)
Exit reason: Passed all filters
Annual Margin Growth: 11.32Quarterly Margin Growth: 4.37Gross Margin: 0.43
ABT
0.00%(was 3.72%)
Exit reason: Passed all filters
Annual Margin Growth: 10.50D/E Ratio: 0.74Quarterly Margin Growth: 2.88
LRCX
0.00%(was 3.55%)
Exit reason: Passed all filters
Annual Margin Growth: 5.01ROE: 0.84Gross Margin: 0.81
PFE
0.00%(was 4.79%)
Exit reason: Passed all filters
Annual Margin Growth: 7.54D/E Ratio: 0.41FCF/Sales: 0.75
Holdings With Score Updates (9)
SCHW
2.68%(was 6.11%)
Reason: Passed all filters
Annual Margin Growth: 11.94Gross Margin: 0.87ROE: 0.52
BMY
3.35%(was 7.36%)
Reason: Passed all filters
Annual Margin Growth: 19.66Quarterly Margin Growth: 3.03ROE: 0.56
GS
3.46%(was 4.46%)
Reason: Passed all filters
Annual Margin Growth: 18.46Quarterly Margin Growth: 5.58Gross Margin: 0.45
MU
10.91%(was 12.04%)
Reason: Passed all filters
Annual Margin Growth: 58.18Quarterly Margin Growth: 19.78Gross Margin: 0.96
T
24.24%(was 5.07%)
Reason: Passed all filters
Annual Margin Growth: 116.71Quarterly Margin Growth: 82.88ROE: 0.37
INTC
5.48%(was 18.21%)
Reason: Passed all filters
Annual Margin Growth: 41.43D/E Ratio: 0.64Company Age: 0.26
AMGN
3.33%(was 4.75%)
Reason: Passed all filters
Annual Margin Growth: 14.95Quarterly Margin Growth: 6.03ROE: 0.83
LMT
17.27%(was 12.82%)
Reason: Passed all filters
Quarterly Margin Growth: 93.22Annual Margin Growth: 46.18ROE: 0.91
LIN
4.79%(was 5.13%)
Reason: Passed all filters
Annual Margin Growth: 22.83Quarterly Margin Growth: 9.25Gross Margin: 0.54