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Research model · hand-picked
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Coteau Long Book

For information only · Important disclosures

28 hand-picked stocks across AI, power, biotech and defense, tracked forward against SPY from the Oct 21, 2026 close.

Tracking starts at the Oct 21 close

Model page ›Prices as of Oct 21, 202628 holdings
Running returns Live
First figures after the next trading day's close. Live tracking starts at the Oct 21, 2026 close. 1D comes first, then 1W, 1M, 3M, 6M, 1Y, YTD and Since start as the record grows.

The published weights, held from the Oct 21, 2026 close and reset only at dated rebalances, valued at delayed daily closes (Yahoo Finance). No backtest figures. In the first year, YTD counts from the start close. Before fees, taxes and trading costs. Research only, not investment advice; Coteau doesn't manage money.

Models can be wrong; holdings may be aggressive, speculative or out of date. The author may hold positions in securities discussed here, including this portfolio's holdings, and may buy or sell them at any time. See the disclaimer.

Published Oct 20, 2026 · performance tracked from Oct 21, 2026 close

Holdings

NVDA Nvidia 4.6%
+2.5% today
Information Technology · $221.97 · 1M -2.4% · 1Y +22.8% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

SNPS Synopsys 4.6%
+0.8% today
Information Technology · $451.19 · 1M +12.3% · 1Y -1.7% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

ARGXARGX argenx SE 5.2%
+2.3% today
Healthcare · $890.05 · 1M -9.9% · 1Y +6.6% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Biotech & health).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

HWM Howmet Aerospace 4.9%
-1.6% today
Industrials · $208.15 · 1M -8.5% · 1Y +5.8% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Defense & space).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

TGTX TG Therapeutics, Inc. 4.9%
-2.4% today
Health Care · $53.20 · 1M -6.9% · 1Y +51.1% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Biotech & health).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

ANETANET Arista Networks 4.5%
-1.0% today
Information Technology · $181.19 · 1M -9.1% · 1Y +23.7% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

AMZN Amazon 4.5%
-0.1% today
Consumer Discretionary · $262.37 · 1M +1.5% · 1Y +18.2% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

VST Vistra Corp. 4.3%
+3.9% today
Utilities · $156.14 · 1M +10.9% · 1Y -15.8% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

TLN Talen Energy 4.3%
+2.9% today
Utilities · $359.49 · 1M +19.8% · 1Y -5.9% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

CEGCEG Constellation Energy 4.3%
+4.6% today
Utilities · $270.74 · 1M +3.3% · 1Y -24.1% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

EXE Expand Energy 4.3%
+0.2% today
Energy · $92.83 · 1M +5.9% · 1Y -10.5% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

TSM Taiwan Semiconductor Manufactur 4.3%
+1.6% today
Technology · $431.89 · 1M -3.0% · 1Y +48.2% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

XELXEL Xcel Energy 4.1%
+0.1% today
Utilities · $76.78 · 1M +6.9% · 1Y -1.8% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

MRVLMRVL Marvell Technology 4.0%
+1.8% today
Information Technology · $244.76 · 1M -4.9% · 1Y +191.0% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

SEI Solaris Energy Infrastructure, Inc. 3.5%
+9.5% today
Energy · $69.37 · 1M +0.4% · 1Y +42.7% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

QCOMQCOM Qualcomm 3.0%
+1.3% today
Information Technology · $177.96 · 1M -8.4% · 1Y +7.6% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Core group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

MU Micron Technology 3.0%
+2.0% today
Information Technology · $913.67 · 1M -12.5% · 1Y +352.2% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

AMD Advanced Micro Devices 3.0%
+3.4% today
Information Technology · $552.72 · 1M -10.2% · 1Y +132.2% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

SMTC Semtech 3.0%
+4.0% today
Information Technology · $141.63 · 1M -20.1% · 1Y +109.1% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

RVMD Revolution Medicines, Inc. 2.5%
-1.2% today
Healthcare · $194.28 · 1M +0.8% · 1Y +263.2% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Biotech & health).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

BEAM Beam Therapeutics Inc. 2.5%
+3.1% today
Healthcare · $24.93 · 1M -0.1% · 1Y -18.6% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Biotech & health).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

FTAI FTAI Aviation Ltd. 2.5%
-3.3% today
Industrials · $157.95 · 1M -17.2% · 1Y -10.0% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Pivot / optionality).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

NBIS Nebius Group N.V. 2.5%
+0.1% today
Communication Services · $171.57 · 1M -26.3% · 1Y +64.5% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

BE Bloom Energy 2.5%
+7.1% today
Industrials · $238.53 · 1M -12.6% · 1Y +128.5% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

SPCX Space Exploration Technologies 2.5%
+7.8% today
Industrials · $159.31 · 1M +4.9% · 1Y – · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

STX Seagate Technology 2.5%
+3.2% today
Information Technology · $696.89 · 1M -20.5% · 1Y +226.7% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, AI).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

VRDNVRDN Viridian Therapeutics, Inc. 2.2%
+2.5% today
Healthcare · $23.00 · 1M +6.6% · 1Y -4.3% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Biotech & health).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

VGVG Venture Global, Inc. 2.0%
+1.9% today
Energy · $12.85 · 1M -5.9% · 1Y +34.8% · stock page →
Why it's in the model

Picked for this research portfolio at the Oct 21, 2026 close (Higher-risk group, Energy & BTM power).

What would knock it out: Weights are fixed and there is no rebalance rule. Any change would be dated and shown here.

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Independent research · Not investment advice · Important disclosures · Contact desk@coteau.app

Coteau Systematic Strategies publishes stock research and model portfolios. Results are hypothetical unless marked Live. Data: Yahoo Finance (15-min delayed), SEC EDGAR and the House Clerk.

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Beta 0.9 · Oct 21, 2026