Coteau Long Book: rebalance of Oct 21, 2026

Coteau Long Book · rebalance of October 21, 2026

What changed. 12 names added, 4 removed; 28 holdings now. Added: SNPS (4.6%), ANET (4.5%), TLN (4.3%), EXE (4.3%), MRVL (4.0%), AMD (3.0%), QCOM (3.0%), SMTC (3.0%), STX (2.5%), BE (2.5%), VRDN (2.2%), VG (2.0%). Removed: CRC, NOC, AVGO, APH. Largest weight changes: XEL 6.0% → 4.1%, CEG 6.0% → 4.3%, VST 6.0% → 4.3%, TSM 5.9% → 4.3%, RVMD 4.0% → 2.5%. Sector shifts: Information Technology +11.5 pts; Energy -2.2 pts; Industrials -2.1 pts.

Previous holdings, Oct 20 to Oct 21. +1.5% vs S&P 500 (SPY) +0.5%, from daily closes with the starting weights. Largest contributors: SEI (+9.5%), SPCX (+7.8%), CEG (+4.6%). Largest detractors: TGTX (-2.4%), CRC (-1.3%), HWM (-1.6%). Largest sectors now: Information Technology 32%, Other 26%, Utilities 17%.

Market regime reading (Sep 30): Calm (VIX 16.3, 42% of S&P 500 stocks above their 200-day average, 10-year yield 5.29%).

Model page

Automated summary of a research model portfolio, generated from Coteau's stored data. Descriptive only: not advice and not an account anyone manages. Returns are hypothetical, from daily closes, before taxes; past results don't predict future returns.