Vol. I · No. 1BEAT S&P500 CONSISTENTLY
In Plain Sight

ELITE COMPOUNDERS + REGIME ALPHAS

Dossier III

The Leaderboard

A quarter-century of performance — each row captures the ten leading equities and the quarterly return that followed. Averages are quadrupled to express an annualized figure.

Entries

106

From

2000

Top-10 Annual

+33.45%

Top-5 Annual

+38.84%

SPY Annual

+8.53%

DateTop-10Top-5SPYR1R2R3R4R5R6R7R8R9R10
Jan 03, 2000+15.9%+16.5%+4.0%
QCOM
−21%
CSCO
+37%
YHOO
ORCL
+33%
SUNW
EMC
INTC
+51%
MSFT
−21%
AOL
DELL
Apr 02, 2000−15.6%−15.6%−2.6%
QCOM
−58%
CSCO
−13%
ORCL
+2%
INTC
+4%
MSFT
−13%
EMC
SUNW
YHOO
DELL
AOL
Jul 02, 2000−1.2%+0.1%−2.3%
CL
−22%
KO
−2%
PEP
+10%
PG
+22%
JNJ
−8%
MRK
−3%
PFE
−7%
WMT
−19%
ABT
+8%
MO
+9%
Oct 02, 2000+13.0%+13.7%−10.4%
CL
+33%
PG
+15%
KO
+7%
PEP
+4%
JNJ
+9%
MRK
+26%
PFE
+4%
WMT
+18%
ABT
+0%
LLY
+13%
Jan 02, 2001−14.6%−19.2%−11.3%
MRK
−20%
PFE
−16%
JNJ
−14%
PG
−22%
KO
−25%
PEP
−11%
CL
−12%
WMT
−6%
ABT
−4%
LLY
−18%
Apr 02, 2001+2.1%+2.6%+8.7%
PG
+5%
JNJ
+17%
PFE
+5%
MRK
−13%
KO
−1%
PEP
+3%
CL
+9%
WMT
−2%
ABT
+6%
BMY
−9%
Jul 01, 2001+6.1%+6.0%−14.9%
PG
+14%
JNJ
+7%
PFE
+1%
MRK
+6%
KO
+1%
PEP
+9%
CL
−4%
WMT
+4%
ABT
+8%
BMY
+14%
Oct 02, 2001+0.6%+3.0%+9.4%
PG
+9%
JNJ
+7%
KO
+3%
PEP
+0%
PFE
−4%
MRK
−13%
CL
+0%
WMT
+12%
ABT
+5%
BMY
−12%
Jan 02, 2002+0.3%+7.0%−1.4%
PG
+13%
JNJ
+10%
KO
+10%
PEP
+3%
CL
−1%
WMT
+1%
ABT
−4%
PFE
+0%
BMY
−25%
MRK
−4%
Apr 02, 2002−10.6%−1.9%−14.8%
PG
+1%
WMT
−6%
KO
+9%
PEP
−4%
CL
−9%
JNJ
−22%
ABT
−30%
PFE
−14%
BMY
−33%
MCD
+2%
Jul 01, 2002−6.1%−6.7%−11.7%
WMT
−6%
PG
+1%
KO
−12%
PEP
−23%
CL
+6%
JNJ
+11%
ABT
+13%
PFE
−11%
BMY
−5%
MCD
−35%
Oct 01, 2002−1.6%−0.4%+6.2%
WMT
−0%
PG
−4%
KO
−10%
PEP
+14%
CL
−2%
JNJ
−2%
MCD
−9%
ABT
−5%
PFE
+3%
BMY
−2%
Jan 02, 2003+0.4%+0.3%−3.2%
HD
+4%
LOW
+8%
BAC
−1%
JPM
−1%
USB
−8%
TOL
−4%
MHK
−13%
CAT
+8%
MMM
+5%
GE
+6%
Apr 02, 2003+16.3%+17.0%+11.8%
HD
+28%
LOW
+1%
BAC
+15%
JPM
+36%
CAT
+6%
USB
+25%
TOL
+40%
MHK
+11%
GE
+6%
MMM
−4%
Jul 01, 2003+11.0%+11.7%+3.6%
HD
−1%
LOW
+26%
CAT
+30%
BAC
−1%
JPM
+3%
USB
+0%
TOL
+13%
GE
+7%
MMM
+10%
DE
+21%
Oct 01, 2003+9.8%+5.2%+9.0%
CAT
+16%
HD
+6%
LOW
+0%
BAC
−0%
JPM
+4%
DE
+15%
GE
+2%
MMM
+18%
TOL
+18%
USB
+19%
Jan 02, 2004+3.9%+4.9%+3.1%
CAT
−2%
COP
+5%
CVX
+2%
XOM
+3%
HAL
+15%
SLB
+13%
FCX
−5%
DE
+9%
BA
−0%
MMM
−2%
Apr 02, 2004+2.9%+4.1%−1.5%
CAT
−4%
CVX
+6%
XOM
+6%
COP
+11%
HAL
+1%
SLB
+3%
FCX
−18%
DE
−3%
BA
+19%
MMM
+8%
Jul 01, 2004+7.4%+10.9%+0.8%
CVX
+15%
XOM
+10%
COP
+11%
HAL
+12%
SLB
+7%
CAT
+4%
FCX
+24%
DE
−3%
BA
+5%
MMM
−10%
Oct 02, 2004+2.6%+0.6%+5.7%
CVX
−5%
XOM
+2%
COP
−1%
HAL
+12%
SLB
−5%
FCX
−8%
CAT
+17%
DE
+11%
BA
−3%
MMM
+4%
Jan 02, 2005+10.2%+18.8%−2.2%
CVX
+12%
XOM
+21%
COP
+31%
HAL
+18%
SLB
+11%
CAT
−5%
FCX
+5%
DE
−9%
BA
+14%
MMM
+3%
Apr 02, 2005+1.8%+3.5%+1.6%
XOM
−4%
CVX
−0%
COP
+7%
HAL
+7%
SLB
+7%
CAT
+6%
FCX
−3%
DE
+0%
BA
+11%
MMM
−14%
Jul 01, 2005+25.9%+17.8%+2.6%
XOM
+7%
CVX
+13%
COP
+17%
HAL
+43%
SLB
+9%
CAT
+146%
FCX
+27%
DE
−7%
BA
+4%
MMM
−1%
Oct 02, 2005+3.1%−1.7%+3.3%
XOM
−6%
CVX
−8%
COP
−12%
HAL
−5%
SLB
+24%
FCX
+17%
CAT
−2%
DE
+10%
BA
+5%
MMM
+9%
Jan 03, 2006+10.5%+8.9%+2.4%
XOM
+4%
CVX
−1%
COP
+6%
HAL
+12%
SLB
+23%
CAT
+27%
FCX
+9%
DE
+18%
BA
+11%
MMM
−4%
Apr 02, 2006+3.1%+3.8%−1.5%
XOM
+2%
CVX
+8%
COP
+4%
HAL
+3%
SLB
+3%
CAT
+2%
FCX
−5%
DE
+4%
BA
+4%
MMM
+7%
Jul 01, 2006−6.6%−6.9%+4.1%
XOM
+8%
CVX
+3%
COP
−12%
HAL
−26%
SLB
−7%
CAT
−13%
FCX
−9%
DE
+1%
BA
−2%
MMM
−9%
Oct 01, 2006+6.1%+8.8%+6.2%
XOM
+11%
CVX
+10%
COP
+16%
HAL
+7%
SLB
−0%
CAT
−6%
FCX
−6%
DE
+11%
BA
+12%
MMM
+6%
Jan 03, 2007+8.2%+5.5%+0.6%
XOM
+2%
CVX
+5%
COP
+0%
HAL
+6%
SLB
+14%
FCX
+31%
CAT
+10%
DE
+16%
BA
−0%
MMM
−2%
Apr 02, 2007+16.5%+15.8%+6.8%
XOM
+12%
CVX
+14%
COP
+17%
HAL
+10%
SLB
+26%
FCX
+28%
CAT
+20%
DE
+14%
BA
+9%
MMM
+15%
Jul 01, 2007+8.7%+11.1%+1.7%
XOM
+11%
CVX
+11%
COP
+9%
PG
+15%
CL
+10%
JNJ
+7%
KO
+10%
PEP
+13%
WMT
−8%
MCD
+9%
Oct 01, 2007+2.6%+3.4%−6.1%
PG
+2%
CL
+8%
JNJ
−0%
KO
+6%
PEP
+2%
WMT
+5%
MCD
+4%
CVX
−1%
XOM
−0%
ABT
+1%
Jan 02, 2008−1.0%−1.8%−5.7%
PG
−3%
CL
+1%
JNJ
−1%
KO
−1%
PEP
−5%
WMT
+16%
MCD
−2%
CVX
−6%
XOM
−5%
ABT
−3%
Apr 02, 2008−3.1%−6.9%−6.1%
WMT
+5%
PG
−12%
CL
−11%
JNJ
−1%
KO
−16%
PEP
−10%
MCD
+1%
CVX
+13%
XOM
−0%
ABT
−0%
Jul 01, 2008+6.1%+9.4%−9.6%
WMT
+5%
MCD
+11%
PG
+15%
CL
+10%
KO
+6%
PEP
+11%
JNJ
+5%
ABT
+8%
PFE
+7%
MRK
−16%
Oct 01, 2008−8.8%−8.1%−19.9%
WMT
−4%
MCD
+0%
PG
−12%
CL
−9%
KO
−15%
PEP
−22%
JNJ
−11%
ABT
−8%
PFE
−4%
MRK
−3%
Jan 02, 2009−12.3%−10.4%−10.3%
WMT
−6%
MCD
−12%
PG
−21%
CL
−12%
KO
−1%
PEP
−6%
JNJ
−13%
ABT
−15%
PFE
−25%
MRK
−13%
Apr 02, 2009+7.1%+5.0%+10.7%
WMT
−10%
MCD
+3%
PG
+5%
CL
+18%
KO
+8%
PEP
+7%
JNJ
+8%
ABT
+3%
MSFT
+25%
IBM
+4%
Jul 01, 2009+15.6%+26.6%+11.6%
AAPL
+27%
AMZN
+12%
CAT
+49%
FCX
+29%
GOOGL
+16%
INTC
+11%
MSFT
+3%
ORCL
−6%
IBM
+12%
DE
+3%
Oct 01, 2009+24.5%+28.0%+10.0%
AAPL
+18%
AMZN
+47%
CAT
+18%
FCX
+28%
GOOGL
+29%
INTC
+10%
MSFT
+24%
ORCL
+22%
IBM
+12%
DE
+35%
Jan 02, 2010+2.8%+3.3%+4.8%
AAPL
+12%
AMZN
−2%
CAT
+11%
FCX
+5%
GOOGL
−9%
INTC
+8%
MSFT
−5%
ORCL
+3%
IBM
−2%
DE
+8%
Apr 03, 2010−11.0%−9.5%−13.5%
AAPL
+4%
AMZN
−16%
GOOGL
−23%
CAT
−8%
IBM
−5%
MSFT
−21%
ORCL
−16%
INTC
−15%
MCD
−2%
JNJ
−10%
Jul 01, 2010+14.5%+17.6%+11.5%
AAPL
+14%
AMZN
+39%
GOOGL
+20%
IBM
+11%
MSFT
+5%
ORCL
+26%
INTC
+0%
MCD
+12%
ABT
+13%
JNJ
+5%
Oct 01, 2010+13.5%+15.0%+10.9%
AAPL
+17%
AMZN
+20%
GOOGL
+15%
IBM
+9%
MSFT
+15%
ORCL
+16%
MCD
+2%
CAT
+20%
DE
+22%
MMM
−1%
Jan 02, 2011+5.8%+6.4%+4.9%
AAPL
+4%
AMZN
−1%
CAT
+20%
GOOGL
−3%
IBM
+11%
MCD
−0%
MSFT
−9%
ORCL
+8%
DE
+19%
MMM
+8%
Apr 02, 2011+0.5%+1.2%+0.5%
AAPL
+1%
AMZN
+14%
CAT
−4%
GOOGL
−11%
IBM
+6%
MCD
+12%
MSFT
+2%
ORCL
−3%
DE
−15%
MMM
+3%
Jul 01, 2011−3.0%−0.4%−17.9%
AAPL
+9%
IBM
−1%
MCD
+0%
GOOGL
−5%
MSFT
−6%
JNJ
−8%
PG
−2%
CL
−0%
KO
−4%
PEP
−14%
Oct 01, 2011+10.9%+15.1%+16.0%
AAPL
+10%
IBM
+8%
MCD
+15%
GOOGL
+34%
MSFT
+9%
JNJ
+6%
PG
+6%
CL
+3%
KO
+7%
PEP
+10%
Jan 03, 2012+12.1%+14.0%+11.2%
AAPL
+50%
AMZN
+11%
GOOGL
−3%
IBM
+12%
MCD
−0%
MSFT
+21%
PG
+1%
CL
+8%
KO
+6%
V
+16%
Apr 02, 2012−0.4%+1.9%−3.8%
AAPL
−4%
AMZN
+16%
GOOGL
−10%
MA
+2%
V
+6%
MCD
−10%
MSFT
−5%
PG
−9%
CL
+5%
KO
+6%
Jul 01, 2012+8.0%+12.8%+5.7%
AAPL
+11%
AMZN
+10%
GOOGL
+31%
MA
+4%
V
+8%
MCD
+4%
MSFT
−4%
PG
+13%
CL
+4%
KO
−3%
Oct 01, 2012+3.1%+1.1%+1.2%
AAPL
−17%
AMZN
+2%
GOOGL
−5%
MA
+12%
V
+14%
MSFT
−6%
MCD
−2%
HD
+5%
LOW
+19%
SBUX
+10%
Jan 02, 2013+4.8%+7.5%+7.4%
AMZN
+2%
GOOGL
+12%
HD
+12%
LOW
+5%
MA
+6%
V
+8%
MSFT
+4%
AAPL
−22%
SBUX
+6%
NKE
+14%
Apr 02, 2013+11.7%+8.1%+2.9%
AMZN
+7%
GOOGL
+9%
HD
+8%
LOW
+8%
MA
+8%
V
+10%
MSFT
+19%
SBUX
+14%
NKE
+6%
NFLX
+27%
Jul 01, 2013+12.6%+9.3%+4.9%
AMZN
+14%
GOOGL
−0%
HD
−1%
LOW
+17%
MA
+16%
V
+4%
NFLX
+45%
MSFT
−2%
SBUX
+16%
NKE
+16%
Oct 01, 2013+13.3%+19.7%+8.0%
AMZN
+24%
GOOGL
+25%
MA
+23%
V
+14%
NFLX
+12%
MSFT
+11%
HD
+8%
SBUX
+0%
NKE
+8%
META
+9%
Jan 02, 2014−1.1%−5.1%+3.3%
AMZN
−14%
GOOGL
+2%
MA
−10%
V
−3%
NFLX
0%
MSFT
+11%
HD
−3%
SBUX
−5%
NKE
−5%
META
+15%
Apr 02, 2014+5.6%+6.6%+4.3%
AMZN
−3%
GOOGL
+4%
MA
+1%
V
−0%
NFLX
+31%
MSFT
+1%
HD
+2%
SBUX
+6%
NKE
+5%
META
+9%
Jul 01, 2014+2.3%−3.7%−1.4%
AMZN
−5%
GOOGL
−2%
MA
−3%
V
−2%
NFLX
−7%
MSFT
+10%
HD
+11%
SBUX
−4%
NKE
+12%
META
+12%
Oct 01, 2014+4.7%+2.2%+5.7%
AMZN
−3%
GOOGL
−9%
MA
+17%
V
+26%
NFLX
−21%
MSFT
+2%
HD
+14%
SBUX
+9%
NKE
+8%
META
+2%
Jan 02, 2015+6.3%+8.4%+0.5%
AMZN
+21%
GOOGL
+2%
NFLX
+19%
MA
+2%
V
−1%
MSFT
−14%
GILD
+4%
BIIB
+21%
CELG
META
+4%
Apr 02, 2015+13.5%+17.7%+0.5%
AMZN
+18%
NFLX
+58%
GOOGL
+0%
MA
+9%
V
+4%
MSFT
+10%
GILD
+18%
BIIB
−2%
CELG
META
+7%
Jul 01, 2015+1.1%+9.9%−7.4%
AMZN
+19%
NFLX
+13%
GOOGL
+18%
MA
−4%
V
+3%
MSFT
+0%
GILD
−15%
BIIB
−29%
CELG
META
+5%
Oct 01, 2015+11.3%+11.4%+4.6%
AMZN
+22%
NFLX
+4%
GOOGL
+18%
MA
+4%
V
+8%
MSFT
+23%
META
+12%
ADBE
+10%
CELG
GILD
−0%
Jan 02, 2016+4.1%−0.4%+2.6%
AMZN
−7%
GOOGL
+1%
MSFT
+1%
MA
+0%
V
+3%
PG
+6%
CL
+10%
JNJ
+8%
KO
+11%
MCD
+8%
Apr 02, 2016+0.3%−0.7%+1.8%
AMZN
+22%
GOOGL
−7%
MSFT
−8%
MA
−7%
V
−4%
PG
+2%
CL
+3%
JNJ
+12%
KO
−4%
MCD
−6%
Jul 01, 2016+5.8%+13.2%+2.8%
AMZN
+15%
GOOGL
+13%
MSFT
+12%
MA
+15%
V
+11%
PG
+5%
CL
+1%
JNJ
−2%
KO
−7%
MCD
−5%
Oct 01, 2016+4.3%−0.1%+4.4%
AMZN
−10%
GOOGL
+1%
MSFT
+9%
MA
+3%
V
−4%
AAPL
+3%
META
−9%
ADBE
−5%
NVDA
+49%
AVGO
+5%
Jan 03, 2017+14.8%+15.2%+4.5%
NVDA
+6%
AMZN
+18%
AAPL
+24%
META
+22%
GOOGL
+6%
MSFT
+5%
MA
+6%
V
+12%
ADBE
+25%
AVGO
+23%
Apr 02, 2017+7.5%+9.4%+2.9%
NVDA
+28%
AMZN
+7%
AAPL
−0%
META
+4%
GOOGL
+7%
MSFT
+4%
MA
+8%
V
+4%
ADBE
+7%
AVGO
+5%
Jul 01, 2017+10.7%+11.1%+4.2%
NVDA
+28%
AMZN
+1%
AAPL
+7%
META
+14%
GOOGL
+5%
MSFT
+9%
MA
+17%
V
+13%
ADBE
+7%
AVGO
+5%
Oct 01, 2017+12.7%+13.1%+6.5%
NVDA
+11%
AMZN
+24%
AAPL
+12%
META
+7%
GOOGL
+11%
MSFT
+15%
MA
+7%
V
+9%
ADBE
+20%
AVGO
+11%
Jan 02, 2018+8.1%+0.6%−4.2%
NVDA
+11%
AMZN
+15%
AAPL
−3%
META
−14%
GOOGL
−6%
MSFT
+3%
MA
+13%
V
+3%
ADBE
+19%
NFLX
+39%
Apr 02, 2018+18.3%+14.5%+5.6%
AMZN
+25%
NVDA
+10%
AAPL
+12%
MSFT
+13%
GOOGL
+13%
MA
+15%
V
+12%
ADBE
+15%
NFLX
+42%
META
+27%
Jul 01, 2018+12.8%+14.6%+7.3%
AMZN
+17%
AAPL
+21%
MSFT
+16%
GOOGL
+6%
MA
+13%
V
+14%
ADBE
+13%
NFLX
−4%
NVDA
+19%
COST
+13%
Oct 01, 2018−16.2%−18.8%−14.2%
MSFT
−13%
AAPL
−31%
AMZN
−23%
GOOGL
−13%
MA
−15%
V
−12%
ADBE
−18%
COST
−13%
UNH
−10%
CRM
−15%
Jan 02, 2019+17.5%+18.7%+14.3%
MSFT
+18%
AAPL
+23%
AMZN
+18%
GOOGL
+14%
ADBE
+21%
MA
+26%
V
+19%
COST
+17%
UNH
+0%
CRM
+18%
Apr 02, 2019+5.2%+5.2%+3.4%
MSFT
+14%
AAPL
+4%
AMZN
+6%
GOOGL
−9%
ADBE
+11%
MA
+11%
V
+10%
COST
+10%
UNH
−1%
CRM
−4%
Jul 01, 2019−0.2%+0.6%−0.8%
MSFT
+1%
AAPL
+11%
AMZN
−10%
GOOGL
+10%
ADBE
−9%
MA
+2%
V
+0%
COST
+8%
UNH
−10%
CRM
−4%
Oct 01, 2019+17.2%+19.3%+10.8%
MSFT
+17%
AAPL
+34%
AMZN
+9%
GOOGL
+13%
ADBE
+23%
MA
+12%
V
+10%
COST
+3%
NVDA
+38%
CRM
+13%
Jan 02, 2020−9.8%−9.6%−22.5%
MSFT
−3%
AMZN
+1%
AAPL
−18%
GOOGL
−18%
ADBE
−9%
MA
−21%
V
−18%
COST
−0%
NVDA
+6%
UNH
−18%
Apr 02, 2020+41.1%+44.9%+23.3%
AMZN
+50%
MSFT
+32%
NVDA
+49%
AAPL
+49%
ADBE
+45%
NFLX
+31%
CRM
+43%
COST
+5%
PYPL
+90%
AMD
+18%
Jul 01, 2020+23.1%+20.1%+8.5%
AMZN
+12%
AAPL
+28%
NVDA
+43%
MSFT
+4%
ADBE
+14%
NFLX
+9%
CRM
+32%
COST
+18%
PYPL
+11%
AMD
+61%
Oct 01, 2020+2.4%+1.1%+9.4%
AMZN
−1%
NVDA
−4%
AAPL
+11%
MSFT
+2%
ADBE
−3%
CRM
−13%
PYPL
+18%
NFLX
−1%
AMD
+9%
COST
+6%
Jan 02, 2021+6.2%+9.6%+10.2%
NVDA
+7%
GOOGL
+29%
MSFT
+14%
AAPL
−3%
AMZN
+1%
AMD
−12%
COST
−5%
TSLA
−5%
AVGO
+15%
LOW
+21%
Apr 02, 2021+9.9%+17.5%+5.9%
NVDA
+44%
GOOGL
+10%
MSFT
+9%
AAPL
+9%
AMD
+15%
COST
+9%
AVGO
−4%
LOW
+1%
AMZN
+6%
TSLA
−2%
Jul 01, 2021+7.3%+6.9%+0.9%
NVDA
+3%
GOOGL
+12%
MSFT
+6%
AAPL
+4%
AMD
+10%
COST
+14%
AVGO
+4%
RACE
+3%
LOW
+4%
TSLA
+14%
Oct 01, 2021+30.8%+28.3%+10.0%
NVDA
+45%
GOOGL
+6%
MSFT
+16%
AAPL
+28%
AMD
+47%
AVGO
+36%
COST
+26%
RACE
+24%
LOW
+25%
TSLA
+55%
Jan 02, 2022+25.9%+44.3%−4.4%
XOM
+31%
CVX
+38%
COP
+36%
OXY
+86%
VLO
+31%
MPC
+30%
BRK.B
+15%
UNH
+2%
LLY
+7%
JPM
−16%
Apr 02, 2022−2.6%−2.2%−16.5%
XOM
+5%
CVX
−11%
OXY
+5%
COP
−10%
MPC
−1%
VLO
+7%
UNH
+1%
LLY
+11%
BRK.B
−20%
COST
−16%
Jul 01, 2022+5.6%+11.4%−3.8%
XOM
+5%
CVX
+4%
OXY
+6%
COP
+21%
MPC
+22%
VLO
+4%
UNH
−0%
LLY
−1%
BRK.B
−2%
COST
−2%
Oct 01, 2022+6.6%+7.3%+3.9%
XOM
+16%
CVX
+15%
OXY
−5%
COP
+3%
MPC
+8%
VLO
+7%
UNH
+1%
LLY
+14%
BRK.B
+14%
COST
−5%
Jan 02, 2023+27.0%+39.6%+7.9%
NVDA
+95%
LLY
−4%
META
+71%
MSFT
+20%
AVGO
+16%
GOOGL
+17%
RACE
+26%
COST
+10%
V
+10%
XOM
+9%
Apr 02, 2023+24.7%+34.3%+8.0%
NVDA
+52%
META
+34%
LLY
+32%
MSFT
+18%
AVGO
+36%
GOOGL
+15%
RACE
+20%
COST
+9%
V
+4%
AMZN
+27%
Jul 01, 2023+3.2%+3.0%−3.7%
NVDA
+6%
META
+7%
AVGO
−5%
MSFT
−5%
GOOGL
+12%
LLY
+17%
AMD
−11%
AMZN
−1%
COST
+6%
MU
+6%
Oct 01, 2023+16.4%+13.7%+10.6%
NVDA
+8%
META
+13%
AVGO
+30%
MSFT
+15%
GOOGL
+3%
LLY
+10%
AMD
+34%
AMZN
+16%
MU
+21%
COST
+14%
Jan 02, 2024+31.0%+39.1%+9.8%
NVDA
+86%
META
+44%
MSFT
+14%
LLY
+29%
AVGO
+23%
AMZN
+21%
GOOGL
+12%
MU
+49%
RACE
+24%
COST
+9%
Apr 02, 2024+13.3%+18.2%+5.1%
NVDA
+39%
AVGO
+23%
META
+1%
MSFT
+8%
LLY
+20%
MU
+7%
GOOGL
+18%
AMZN
+9%
COST
+19%
AMD
−12%
Jul 01, 2024+0.5%−0.1%+4.3%
NVDA
−6%
AVGO
+2%
LLY
−3%
META
+14%
MSFT
−8%
GOOGL
−9%
MU
−24%
AMZN
−6%
COST
+4%
VST
+40%
Oct 01, 2024+19.9%+37.8%+2.8%
NVDA
+18%
AVGO
+39%
VST
+22%
PLTR
+106%
META
+4%
MSFT
−1%
GOOGL
+13%
MU
−13%
CEG
−9%
AMZN
+19%
Jan 02, 2025−7.5%−11.1%−3.4%
PLTR
+16%
NVDA
−20%
AVGO
−26%
GOOGL
−17%
MSFT
−9%
META
−3%
MU
+1%
LLY
+5%
AMZN
−11%
ORCL
−12%
Apr 02, 2025+34.9%+35.4%+9.4%
AVGO
+54%
NVDA
+39%
PLTR
+49%
GOOGL
+12%
META
+23%
MSFT
+29%
MU
+36%
ORCL
+50%
AMZN
+12%
CEG
+44%
Jul 01, 2025+19.5%+34.0%+8.2%
AVGO
+26%
NVDA
+22%
ORCL
+32%
MU
+51%
GOOGL
+39%
MSFT
+6%
META
−0%
CEG
+14%
ETN
+5%
AMZN
+0%
Oct 01, 2025+10.0%+14.9%+2.2%
AVGO
+4%
NVDA
+1%
ORCL
−32%
MU
+73%
GOOGL
+29%
MSFT
−9%
META
−9%
CEG
+4%
AMD
+36%
AMZN
+3%
Jan 02, 2026

+8.8%+10.3%−4.0%
NVDA
−6%
AVGO
−10%
MU
+16%
GOOGL
−6%
WDC
+57%
MSFT
−21%
STX
+49%
DELL
+36%
AMD
−3%
ORCL
−25%
Apr 01, 2026+112.0%+104.0%+39.0%
AVGO
+234%
NVDA
+217%
MU
+14%
WDC
+230%
GOOGL
+225%
STX
+138%
DELL
+17%
AMD
−10%
MSFT
+15%
ORCL
+15%
Sum+886.3%+1029.1%+226.0%
Avg × 4 (annual)+33.45%+38.84%+8.53%