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Systematic model

Momentum Top 15 (systematic model)

Owns the 15 S&P 500 stocks with the strongest 12-month gains (skipping the latest month), rebalanced monthly.

Return over
+3.1%
SPY +0.4% Live
1D
+3.1%
Live
1W
-9.5%
Look-back
1M
-9.5%
Look-back
3M
+12.0%
Look-back
YTD
+186.2%
Look-back
1Y
+268.3%
Look-back
Incep.
+3.1%
Live
"Live" counts from inception; "look-back" holds today's weights over the period (hypothetical).
Model: momentum-top15Inception 2026-10-18Prices as of 2026-10-1915 holdings

Live since inception vs SPY

Live record started 2026-10-16; periods longer than the live record use the look-back above.

+0%+1%+2%+2%+3%Oct 16Oct 17Oct 19
PortfolioSPY

Look-back Backtested

Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.

-4%+87%+179%+270%+362%Oct 2025Apr 2026Oct 2026
Today's weights, held 1YSPY

Holdings

SNDK Sandisk 6.7%
+5.5% today
Information Technology · $1,371.12 · 1M -23.5% · 1Y +878.3% · stock page →
Why it's in the model #1 of 499

Qualified on 12-1 momentum of +1296.3% (its gain from 12 months to 1 month before 2026-09-30). Ranked 1st of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 1st.

MU Micron Technology 6.7%
+3.0% today
Information Technology · $904.90 · 1M -10.9% · 1Y +347.6% · stock page →
Why it's in the model #2 of 499

Qualified on 12-1 momentum of +473.9% (its gain from 12 months to 1 month before 2026-09-30). Ranked 2nd of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 4th.

LITE Lumentum 6.7%
+1.3% today
Information Technology · $834.51 · 1M -10.4% · 1Y +406.5% · stock page →
Why it's in the model #3 of 499

Qualified on 12-1 momentum of +462.2% (its gain from 12 months to 1 month before 2026-09-30). Ranked 3rd of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 3rd.

MRNA Moderna 6.7%
+4.1% today
Health Care · $226.89 · 1M +47.3% · 1Y +772.3% · stock page →
Why it's in the model #4 of 499

Qualified on 12-1 momentum of +443.3% (its gain from 12 months to 1 month before 2026-09-30). Ranked 4th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 2nd.

WDC Western Digital 6.7%
+6.1% today
Information Technology · $352.21 · 1M -20.2% · 1Y +179.6% · stock page →
Why it's in the model #5 of 499

Qualified on 12-1 momentum of +275.9% (its gain from 12 months to 1 month before 2026-09-30). Ranked 5th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 7th.

STX Seagate Technology 6.7%
+3.4% today
Information Technology · $660.81 · 1M -23.0% · 1Y +194.9% · stock page →
Why it's in the model #6 of 499

Qualified on 12-1 momentum of +252.7% (its gain from 12 months to 1 month before 2026-09-30). Ranked 6th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 5th.

DELL Dell Technologies 6.7%
+0.8% today
Information Technology · $455.44 · 1M -19.8% · 1Y +208.3% · stock page →
Why it's in the model #7 of 499

Qualified on 12-1 momentum of +225.8% (its gain from 12 months to 1 month before 2026-09-30). Ranked 7th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 6th.

AMD Advanced Micro Devices 6.7%
+1.8% today
Information Technology · $538.05 · 1M -3.9% · 1Y +130.8% · stock page →
Why it's in the model #8 of 499

Qualified on 12-1 momentum of +190.9% (its gain from 12 months to 1 month before 2026-09-30). Ranked 8th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 11th.

INTC Intel 6.7%
+2.4% today
Information Technology · $92.03 · 1M -15.3% · 1Y +148.7% · stock page →
Why it's in the model #9 of 499

Qualified on 12-1 momentum of +166.8% (its gain from 12 months to 1 month before 2026-09-30). Ranked 9th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 8th.

CIEN Ciena 6.7%
+3.4% today
Information Technology · $344.20 · 1M -1.3% · 1Y +101.3% · stock page →
Why it's in the model #10 of 499

Qualified on 12-1 momentum of +162.8% (its gain from 12 months to 1 month before 2026-09-30). Ranked 10th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 26th.

COHRCOHR Coherent Corp. 6.7%
-0.4% today
Information Technology · $232.02 · 1M -26.9% · 1Y +99.4% · stock page →
Why it's in the model #11 of 499

Qualified on 12-1 momentum of +157.9% (its gain from 12 months to 1 month before 2026-09-30). Ranked 11th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 16th.

TER Teradyne 6.7%
+3.2% today
Information Technology · $335.53 · 1M -9.7% · 1Y +143.3% · stock page →
Why it's in the model #12 of 499

Qualified on 12-1 momentum of +154.6% (its gain from 12 months to 1 month before 2026-09-30). Ranked 12th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 14th.

MRVLMRVL Marvell Technology 6.7%
+4.1% today
Information Technology · $237.09 · 1M -2.9% · 1Y +170.0% · stock page →
Why it's in the model #13 of 499

Qualified on 12-1 momentum of +152.3% (its gain from 12 months to 1 month before 2026-09-30). Ranked 13th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 9th.

BE Bloom Energy 6.7%
+2.2% today
Industrials · $226.22 · 1M -14.8% · 1Y +102.9% · stock page →
Why it's in the model #14 of 499

Qualified on 12-1 momentum of +143.9% (its gain from 12 months to 1 month before 2026-09-30). Ranked 14th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 19th.

TWLOTWLO Twilio 6.7%
+5.3% today
Information Technology · $257.29 · 1M +5.5% · 1Y +141.2% · stock page →
Why it's in the model #15 of 499

Qualified on 12-1 momentum of +135.4% (its gain from 12 months to 1 month before 2026-09-30). Ranked 15th of 499 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-16) it ranks 17th.

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Hypothetical research for education, not investment advice. Data: Yahoo Finance (via yfinance, delayed), SEC EDGAR.
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