Top 10
Aggressive growth · High risk
High-conviction concentration in our ten highest-ranked names. Selections are determined using fundamental analysis of sector trends, corporate financials, and recent price movement. For investors comfortable with idiosyncratic risk.
Top 10
Value-added index computed from rebalance weights and daily prices. Dashed lines mark rebalances.
Philosophy
Concentrated enough to matter, diversified enough to survive a single mistake. Our top ten ranked names, weighted by conviction.
Ten names ranked by fundamental quality, sector tailwind, and momentum. Modest sector overlap allowed but not encouraged.
How it's built
The repeatable process behind Top 10.
- 01Universe screen
We start from a defined universe relevant to this strategy and filter for fundamental quality, balance sheet health, and liquidity.
- 02Fundamental scoring
Each candidate is scored on financial strength, competitive position, and exposure to varies — concentrated dynamics that drive this portfolio.
- 03Position sizing
Weights reflect conviction, valuation, and risk contribution — not market cap. Concentration is intentional where it earns its keep.
- 04Ongoing review
We re-underwrite each holding continuously and rebalance when the thesis, valuation, or risk profile materially changes.
Holdings
The exchange-listed stocks held in Top 10, with their target allocation. Sector and industry data sourced from Yahoo Finance.
Live from latest rebalance · 5/1/2026
- Amazon.com, Inc.10.0%
- Intel Corporation10.0%
- Sandisk Corporation10.0%
- Ecopetrol S.A.10.0%
- First Solar, Inc.10.0%
- General Motors Company10.0%
- Alphabet Inc.10.0%
- M/I Homes, Inc.10.0%
- Micron Technology, Inc.10.0%
- Cal-Maine Foods, Inc.10.0%
Weights reflect the most recent rebalance recorded in our tracker. They drift with market prices between rebalances.
What it looks like in practice
Three plausible paths from here. Real outcomes will sit somewhere along this distribution.
Sector tailwinds and individual catalysts compound over a multi-year window. Concentrated weights drive meaningful relative outperformance.
Quality screens and disciplined sizing deliver returns roughly in line with — to modestly above — the relevant benchmark over a full cycle.
Expect drawdowns consistent with this strategy's high risk profile. The portfolio is built to survive and recover, not to avoid declines.
Is this you?
An honest fit check. We'd rather you pick the right strategy than the most exciting one.
- Wants concentrated alpha with slightly less single-name risk than Top 5
- Has diversified holdings elsewhere
- Time horizon of 5+ years
- Can tolerate 30–40% drawdowns
- You need access to this capital within the next 12–24 months
- You'd panic-sell during a 20%+ drawdown
- You're looking for guaranteed returns or principal protection
Historical context
Studies of mutual fund performance show that the best-performing funds have historically held 10–25 names. Beyond ~25 holdings, active funds increasingly behave like the index they aim to beat.
* Past performance does not guarantee future results. All investments carry risk of loss.
Common questions
- How is this portfolio different from an ETF?
- Unlike a passive ETF, Top 10 is actively managed against a specific objective (aggressive growth). Position sizing reflects conviction, not market cap weighting.
- How often will my positions change?
- We rebalance opportunistically rather than on a fixed calendar. In a typical year you can expect modest turnover; in periods of dislocation, more.
- Can I customize the holdings?
- Core holdings follow the strategy, but we can accommodate restrictions (e.g. tax-lot preferences, ESG exclusions, single-name caps) on request.
- What happens in a market downturn?
- This portfolio carries high risk and will participate in market declines. Our discipline is to re-underwrite, not to react — which historically produces better long-term outcomes.
License or access Top 10
Subscribe for data access — live holdings, price targets, and API — or license this portfolio to redistribute it under your firm. Self-serve checkout in a minute, or contact us for AUM-based licensing.