Technical Trading Scorecard
US & Canada: Tue Nov 3, 2026 close · weekly items: Fri Oct 30 (last completed week) · prepared Nov 3, 2026, 2:56 PM PT

DEMO PREVIEW — DeMark (wkly) column. Not the live scorecard.
Download: Summary CSV · Watchlist CSV
51 cards (31 US · 20 CA)
8 ETFs carded inline · 0 failed

US portfolio 31 stocks · Trend Up 14 · Neutral 3 · Down 13 · N/A 1 · ⚠ REVIEW 15 (High risk 6)

StockThemeSectorUnrealized G/LWeightLast PriceEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
AAPL Apple Inc.Magnificent 7Info Tech+35.0%2.46%$331.90
-1.2%
-0.5%
100
80
Rising wedge · Conf. +1—TD 9 sell (perf.) (1w ago)
No recent call
CIBR ETF First Trust NASDAQ CybCybersecurityInfo Tech-7.2%0.99%$97.22N/A100
56
——
No direct call
XLV ETF Health Care Select SecHealth CareHealth Care+18.7%3.51%$184.02N/A100
75
Double bottom · Conf.—
Sector Est. Up / Est. Up (−) vs S&P · Oct 27 · Agrees
XOM Exxon MobilOil & Gas E&PEnergy+17.6%1.28%$177.46
+8.0%
+14.5%
100
81
Double bottom · Conf.Bull flag · Dev.
Positive long term; pullback, support 148–152 · Sep 22 · Partly
MCK McKesson Corp.Health Care ProvidersHealth Care+30.6%2.29%$999.62
-0.1%
+0.1%
98
87
Double bottom · Conf. +1—
No recent call
LLY Eli LillyGLP-1 / ObesityGenomics+1Health Care+32.2%2.68%$1409.38
-3.7%
-2.3%
96
73
Double bottom · Conf.Rising wedge · Dev. +1
No recent call
COST Costco WholesaleRetailCons Staples+33.8%3.35%$1019.26
+0.4%
+0.5%
92
73
——
No recent call
MSFT Microsoft Corp.AI HyperscalersCloud Computing+4Info Tech+173.1%2.37%$520.99
+1.0%
+1.4%
88
79
Double bottom · Dev.Bull flag · Dev.
Pausing at 507 resistance; support 478, then 453 · Sep 8 · Partly
JNJ Johnson & JohnsonLarge PharmaHealth Care+12.0%2.38%$266.17
+0.4%
-2.9%
85
66
—Bull flag · Dev.
No recent call
WMT Walmart Inc.RetailCons Staples+0.7%1.03%$124.86
-0.2%
-0.8%
83
72
Double bottom · Conf.—
No recent call
RTX RTX Corp.Aerospace & DefenseDefense Tech+2Industrials+92.0%2.21%$203.82
+6.3%
+6.3%
80 ▲
50
——TD 9 buy (perf.) · watch entry (2w ago)
No recent call
ISRG Intuitive Surgical, InMedical DevicesRobotics & AIHealth Care-0.2%1.03%$440.75
+3.9%
+3.7%
70
47
Rising wedge · Dev.Falling wedge · Conf.
No recent call
TSLA Tesla Inc.Lithium & BatteriesMagnificent 7+2Cons Disc-16.5%0.86%$398.50
+2.1%
-0.6%
65 ▲
57
Double bottom · Conf. +1Bear flag · Dev.
No recent call
NVDA NVIDIA CorporationSemiconductorsMagnificent 7+6Info Tech+55.7%3.95%$206.69
+0.1%
+5.0%
53
41
—Rising wedge · Dev.
Oversold at 62% retr. support; early bottoming · Oct 27 · Partly
VOO ETF Vanguard S&P 500 ETF—Multi-0.5%9.51%$693.54N/A52 ▼
62
—Rising wedge · Conf.
S&P support 7508–7578; upside 7844, 8053 · Oct 27 · Agrees
JPM JPMorgan Chase & CLarge BanksFinancials+43.0%3.06%$337.98
-1.4%
-1.3%
37
54
Double bottom · Dev.—
Oversold at 321–330 support; rebound expected · Oct 13 · Partly
RSPR ETF Invesco S&P 500 EWReal EstateReal Estate-5.3%0.94%$35.34N/A37
57
—Double bottom · Dev.TD 9 buy (perf.) · watch entry (3w ago)
Proxy IYR: Est. Down (+) / Est. Up vs S&P · Oct 27 · No call
FCX Freeport-McMoRanCopper MinersMetals & MiningMaterials+31.0%1.09%$61.77
-0.2%
+5.4%
35
24
Double top · Conf.Bull flag · Dev.
Consolidating above upper 60s–low 70s; res. 74, 80 · Oct 13 · Partly
PWR Quanta ServicesAI InfrastructureAI Power Infrastructure+2Industrials+49.8%2.58%$657.00
+7.9%
+8.0%
33
53
——
Rebounding from 40-wk MA; momentum turning up · Aug 18 · Partly
CTVA Corteva Inc.AgribusinessMaterials+6.9%*0.15%$11.88
0.0%
0.0%
32 ▼
46
——
No recent call
META Meta PlatformsAI HyperscalersFintech+1Comm Svcs+11.3%1.11%$621.03
+1.2%
-1.5%
30 ▼
30
Double top · Conf.—
Sideways consolidation; upside try in 2–3 wks · Oct 13 · Partly
MTUM ETF iShares MSCI USA Momen—Multi-12.1%1.86%$278.33N/A28
30
——
No direct call
AMZN Amazon.comAI HyperscalersCloud Computing+4Cons Disc+12.9%2.68%$250.69
-7.8%
-7.9%
27
52
——
Bottoming at 50–62% retr. 230–241 · Oct 13 · Partly
ETN Eaton Corp.AI InfrastructureAI Power Infrastructure+2Industrials-0.8%0.91%$391.70
+0.1%
+0.7%
27
40
—Inv. H&S · Dev.
Pulled back to support 351–375; oversold · Oct 27 · Agrees
AEM Agnico Eagle MinesGold MinersMaterials+94.7%1.96%$167.28
-3.4%
-4.1%
20
12
——
Momentum building; pause likely at C$269–288 (≈US$189.12–202.48) · Aug 18 · Agrees
GLD ETF SPDR Gold SharesGoldCommodity+136.0%4.87%$359.26N/A10
15
—Bull flag · Dev.
Gold testing 3955–4053; needs >4143–4242 · Oct 27 · Agrees
SLV ETF iShares Silver TrustSilverCommodity+39.9%1.71%$44.84N/A10
4
——
No direct call
CCO Cameco Corp.AI Power InfrastructureUranium & NuclearEnergy+225.1%1.47%$72.56
-12.8%
-19.8%
8
4
——
Bottomed at 50% retr.; pullbacks shallow · Aug 18 · Partly
GOOG Alphabet Inc.AI HyperscalersAI Power Infrastructure+4Comm Svcs+68.3%2.41%$278.27
-0.9%
+2.1%
8
9
Double top · Conf.Bear flag · Dev.
Bottoming at support 324–340 (stop) · Oct 13 · Partly
HOOD Robinhood MarketsBrokers & Capital MarketsFintechFinancials-38.5%1.14%$85.68
-1.6%
+3.7%
8
2
——
No recent call
VYLR Vylor Inc.AgribusinessCons Staples+7.0%0.96%$71.95
+8.0%
n/a
N/AN/A——
No recent call

Canadian portfolio (CAD) 20 stocks · Trend Up 9 · Neutral 1 · Down 10 · ⚠ REVIEW 11 (High risk 3)

StockThemeSectorUnrealized G/LWeightLast PriceEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
CNQ Canadian Natural ResouOil & Gas E&PEnergy+87.6%2.87%C$74.97
+6.1%
+13.6%
100
84
Bull flag · Dev.—
Bouncing from first support near 68 (50-day) · Sep 29 · Agrees
DOL Dollarama IncRetailCons Staples+109.1%3.45%C$209.97
+0.5%
+0.3%
100
80
——TD 13 sell (2w ago)
Overbought at ~210 resistance; support 187–194 · Oct 27 · Partly
L Loblaw Cos LtdRetailConsumer StaplesCons Staples+74.7%3.54%C$69.32
+0.4%
-0.4%
98
82
Double bottom · Conf. +1—
Overbought; pullback underway, support 64–69 · Oct 27 · Partly
SU Suncor Energy IncOil & Gas E&POil RefinersEnergy+224.0%2.48%C$105.43
+24.0%
+28.6%
98
86
Bull flag · Dev.—TD 9 sell (perf.) (latest wk)
Uptrend intact; overbought at 109–112, support 104/99 · Oct 27 · Agrees
SHOP Shopify IncSoftwareFintech+1 ?Info Tech+33.5%3.26%C$200.19
+0.7%
+1.9%
95
35
——TD 13 sell (3w ago)
Uptrend intact; pulling back, support 212–221 · Oct 27 · Agrees
BBD.B Bombardier IncAerospace & DefenseIndustrials+227.2%2.03%C$340.16
+0.5%
+0.3%
84
64
——
Correction; early bottoming at 200-day MA · Sep 15 · Partly
PPL Pembina Pipeline CorpMidstream / Natural GasEnergy+5.6%2.15%C$69.26
+0.1%
-0.7%
77
72
Bull flag · Dev.—TD 13 sell (1w ago)
Rebound from rising 200-day MA continues · Oct 13 · Agrees
XIC ETF iShares Core S&P/TSX C—Multi+1.6%12.51%C$56.75N/A77
62
Double top · Dev.—
TSX stalled near 36K; support 35,544–33,233 · Oct 27 · Partly
CP Canadian Pacific KansaTransportsIndustrials+81.7%2.14%C$127.72
-1.3%
-1.7%
70 ▲
66
Double bottom · Conf.—
No recent call
NTR Nutrien LtdAgribusinessMaterials+18.6%2.96%C$97.07
-1.8%
-4.3%
48
38
Cup and handle · Dev.—
Testing 96–99 support; deeply oversold, rebound · Oct 13 · Agrees
TECK.B Teck Resources LtdCopper MinersMetals & MiningMaterials+68.6%2.11%C$86.45
+6.9%
+14.0%
46 ▼
44
—Bull flag · Dev.
No recent call
BMO Bank of MontrealLarge BanksFinancials+56.4%4.75%C$240.56
0.0%
+2.0%
37
61
—Bull flag · Dev.
Pullback continuing; major support near 220 · Oct 6 · Agrees
RY Royal Bank of CanadaLarge BanksFinancials+137.5%3.63%C$285.42
+0.2%
+1.9%
37
62
—Bull flag · Dev.
No recent call
WPM Wheaton Precious MetalGold MinersSilverMaterials+135.4%1.86%C$164.54
-5.1%
-5.1%
28
10
——
At extension 184–194; pause likely · Aug 18 · Agrees
MDA MDA Space LtdSpaceDefense TechIndustrials+13.4%1.78%C$38.30
-0.4%
-2.8%
23
24
——
No recent call
TIH Toromont IndustriesUS Infrastructure ?Industrials+29.5%1.88%C$209.40
+2.3%
+1.3%
23
47
——
Retraced Q3 rally; becoming oversold · Oct 27 · Agrees
ABX Barrick Mining CorpGold MinersCopper MinersMaterials-13.3%1.82%C$51.93
-2.6%
-2.6%
21
10
Head & shoulders top · Conf. +1—
No recent call
ENB Enbridge IncMidstream / Natural GasEnergy+9.3%3.37%C$68.58
-0.8%
-1.8%
20
51
Double bottom · Dev.Bear flag · Dev.
Oversold at support ~68; beginning to bottom · Oct 27 · Agrees
NXE NexGen Energy LtdUranium & NuclearEnergy-17.9%1.45%C$11.17
-5.8%
+17.6%
8
9
——
No recent call
APTX Apotex Health CorpLarge Pharma ?Health Care-11.4%0.89%C$34.03
-0.3%
+7.4%
5N/A——
No recent call

US Watchlist 44 stocks · Trend Up 19 · Neutral 2 · Down 23 · entry cards (US Nov 3 close)

StockThemeSectorLast PriceEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
AEP American Electric PoAI Data Center UtilitiesUtilities$129.86
+1.1%
+1.4%
74
69
—Bear flag · Dev.
No recent call
AMAT Applied MaterialsAI Semi EquipmentNanotech+1Info Tech$381.92
-0.3%
+2.0%
23
18
——
Broke July-low support; weak; resistance 512–556 · Oct 27
AMD Advanced Micro DevicAI ChipsAI Power Infrastructure+4Info Tech$483.90
+0.5%
-0.3%
48 ▼
31
——
Held up better; support 480–517, likely bottoming · Oct 27
AMT American Tower Corp.Cell TowersReal Estate$187.29
-0.5%
+1.4%
73
70
—Falling wedge · Conf.
No recent call
ASML ASML Holding (ADR)AI Semi EquipmentNanotech+1Info Tech$1552.14
+8.6%
+12.6%
23
29
——
No recent call
AVGO BroadcomAI Power InfrastructureCybersecurity+2Info Tech$332.13
0.0%
+0.3%
13
22
—Bear flag · Dev.TD 9 buy (perf.) · watch entry (2w ago)
Pulling back; 359–368 key support / stop · Aug 18
BUG Global X CybersecuriCybersecurityInfo Tech$46.83N/A100
79
——
No recent call
CCI Crown Castle Inc.Real EstateCell Towers ?Real Estate$86.58
-25.6%
-25.2%
68
62
Bull flag · Dev.—
No recent call
CEG Constellation EnergyAI Data Center UtilitiesAI Power InfrastructureUtilities$263.40
+0.4%
+1.6%
20
22
Bear flag · Dev.—
No recent call
CFRUY Cie Financiere RicheGlobal LuxuryCons Disc$20.09
-2.2%
-1.9%
17
31
Double top · Dev.—
No recent call
COHR CoherentAI Fiber OpticsInfo Tech$207.49
+1.3%
+12.2%
23
9
——
No recent call
CRM SalesforceCloud ComputingSoftwareInfo Tech$222.20
0.0%
+18.4%
72
30
——
No recent call
D Dominion EnergyAI Data Center UtilitiesAI Power InfrastructureUtilities$66.78
+0.2%
+0.3%
77 ▲
61
——
No recent call
DLR Digital Realty TrustAI Data Center REITsData CentersReal Estate$180.25
-2.9%
-16.3%
34
48
——TD 9 buy (perf.) · watch entry (2w ago)
No recent call
EQIX EquinixAI Data Center REITsData CentersReal Estate$1014.40
+5.9%
+3.7%
28
56
——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
FTNT FortinetCybersecuritySoftwareInfo Tech$128.11
+3.2%
+4.5%
46 ▼
20
——
No recent call
GLW CorningAI Fiber OpticsInfo Tech$126.14
+2.7%
+3.0%
23
20
——
No recent call
GRAL GRAILBiotechHealth Care$139.44
-2.8%
+1.4%
92
81
——TD 9 sell (perf.) (2w ago)
No recent call
HESAY Hermes InternationalGlobal LuxuryCons Disc$146.54
-3.1%
-3.8%
0
17
Double top · Dev.—TD 9 buy (perf.) · watch entry (latest wk)
No recent call
HII Huntington Ingalls IAerospace & DefenseIndustrialsIndustrials$316.93
+4.5%
+5.1%
67 ▲
31
——
No recent call
INTC IntelAI ChipsData Centers+1Info Tech$60.55
-3.2%
+1.1%
23
18
——
Oversold at critical support 80–92 · Oct 27
KLAC KLA Corp.AI Semi EquipmentSemiconductorsInfo Tech$156.20
+5.1%
+5.4%
23
17
——
No recent call
LITE LumentumAI Fiber OpticsInfo Tech$680.16
+8.6%
+19.3%
63
20
——
No recent call
LRCX Lam ResearchAI Semi EquipmentNanotech+1Info Tech$230.72
+2.3%
+3.8%
23
10
——
Broke June lows; oversold; resistance 331–357 · Oct 27
LVMUY LVMH Moet Hennessy LGlobal LuxuryCons Disc$89.75
-57.2%
-58.8%
0
20
Falling wedge · Conf.—TD 9 buy (perf.) · watch entry (1w ago)
No recent call
MA MastercardFintechFinancials$647.18
+0.3%
+0.4%
100
76
Double bottom · Conf.—
No recent call
MONRY Moncler (ADR)Global LuxuryCons Disc$50.20
-1.3%
-6.6%
3
24
Falling wedge · Conf.—TD 9 buy (perf.) · watch entry (1w ago)
No recent call
MRK Merck & Co.Large PharmaHealth CareHealth Care$144.67
+1.7%
+0.2%
79
65
Double top · Dev.Bull flag · Dev.
No recent call
MRVL Marvell TechnologyAI Fiber OpticsData Centers+1Info Tech$171.97
+0.1%
+4.2%
33 ▼
20
——TD 9 sell (perf.) (3w ago)
Pulling back; support 216–232 near 50-day · Oct 13
MU Micron TechnologyAI MemoryData Centers+2Info Tech$855.10
+2.7%
+14.5%
38
29
——TD 9 sell (3w ago)
Broke 894 support; oversold, trying to stabilize · Oct 27
NEE NextEra EnergyAI Data Center UtilitiesAI Power Infrastructure+1Utilities$84.33
-0.4%
-0.6%
36
51
——
No recent call
NOW ServiceNowCloud ComputingSoftwareInfo Tech$109.16
-3.2%
-2.9%
12 ▼
8
——
Range-bound under 140; support 103–110 · Aug 18
PANW Palo Alto NetworksCybersecuritySoftwareInfo Tech$350.20
0.0%
+1.4%
100
44
——
Breaking out of Q3 range; next extension 443 · Sep 29
PLTR PalantirDefense TechFintech+2Info Tech$175.40
+3.3%
+3.3%
100
38
——
No recent call
PPRUY Kering (ADR)Global LuxuryCons Disc$20.09
-74.1%
-74.5%
0
4
——TD 9 buy (perf.) · watch entry (1w ago)
No recent call
RACE FerrariGlobal LuxuryCons Disc$414.77
+0.1%
0.0%
60
61
—Bull flag · Dev.
No recent call
SBAC SBA Communications CCell TowersReal Estate$184.69
-2.1%
-1.2%
49
46
Inv. H&S · Dev.—
No recent call
STRL Sterling InfrastructUS InfrastructureData CentersIndustrials$361.14
+8.4%
+8.6%
15
8
——
No recent call
STX Seagate TechnologyAI Hard DrivesMemory SemisInfo Tech$606.38
+10.0%
+13.5%
28
20
——
Holding 50–62% retr.; resistance 957, then 1145 · Sep 29
TSM Taiwan SemiconductorAI ChipsBitcoin Miners / AI Hosting+5Info Tech$404.80
+3.3%
+3.3%
43 ▼
38
——TD 9 sell (perf.) (3w ago)
No recent call
TXN Texas InstrumentsSemiconductorsInfo Tech$312.49
+8.2%
+9.9%
80
88
——
No recent call
V VisaFintechFinancials$420.42
0.0%
+0.3%
100
81
——
No recent call
WDC Western DigitalAI Hard DrivesMemory SemisInfo Tech$347.35
+24.8%
+26.5%
28
23
Falling wedge · Dev.—
Oversold; early bottoming at rising 200-day · Sep 29
WELL Welltower Inc.Real EstateHealth Care ProvidersReal Estate$241.17
+5.5%
-1.1%
82
70
—Bull flag · Dev.
No recent call
Watchlist source: Quant + Fund Scorecard, book “US Watchlist” (/home/box/hq-fundamentals-scorecard/latest.json, read-only; 27 names, identical to the Portfolio Dashboard US watchlist), plus Stephen's own additions (TSM, ASML, AMAT, KLAC, LRCX, BUG, DLR, EQIX, AEP, CEG, NEE, D, MRK, LVMUY, HESAY, CFRUY, PPRUY, RACE, MONRY, CCI, AMT, SBAC, TXN, WELL, HII, STRL; work_wl/extra_watchlist.json, US listings, sector benchmark XLK). Skipped ETFs (7): BUG (Global X Cybersecurity ETF), CIBR (First Trust Cybersecurity ETF), IBB (iShares Biotechnology ETF), IGV (iShares Expanded Tech-Software ETF), SOXX (iShares Semiconductor ETF), SPCX (Space Exploration ETF), XLU (Utilities Select Sector SPDR Fund). Not carded, Stephen's standing exclusion: SNDK, NBIS. Signal: Trend Score (8–16 wk) is the main signal (Up / Neutral / Down, switching only after two consecutive Friday closes); sorted A–Z by ticker by default (click any column header to re-sort). Flags beside the trend: Breakout ✓ = confirmed weekly breakout: a Friday close above a Breakout Buy Level (≥2 tools within 3%) fixed in advance from data to the prior Friday (top of R1 above price then), with every Friday close since and the latest close still at or above it; the most recent such breakout in the last 4 weeks counts (date shown as “broke $X wk …”). ⚠ Below falling 40-wk = the Friday close is below a 40-wk SMA that is lower than 4 weeks ago. A breakout can appear next to a Down trend; read the two together. Levels: Buy Zone = breakout retest zone, Breakout ✓ names only: from the broken level down to the floor of the resistance band it came from, or level −2%, whichever is tighter (% = price vs the top of the zone); a weekly close below the zone = failed breakout; “—” = no confirmed breakout; Breakout Buy Level = current top of first resistance band R1, i.e. the next resistance (% = rise needed); Trend Breakdown (reference) = S2 floor on a Friday close, information only (% = price vs level). Colours: Buy Zone green = price inside the retest zone, amber = within 3% above it; Trend Breakdown (reference) is on the entry cards, not in this table. Sluymer = his most recent explicit call (CB = RBC WM Trend & Cycle Chartbook); all his watchlist levels are US$ like ours.

Fundstrat Granny Shots US Large Cap ETF (GRNY) holdings 42 stocks carded · Trend Up 18 · Neutral 5 · Down 19 · holdings as of Nov 3, 2026 · entry cards (US Oct 30 close; weekly items Fri Oct 30)

StockThemeSectorETF weightEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
AAPL Apple Inc. (held)Magnificent 7Info Tech2.65%$331.90
-1.2%
-0.5%
100
80
Rising wedge · Conf. +1—TD 9 sell (perf.) (1w ago)
No recent call
AMD Advanced Micro Devic (watchlist)AI ChipsAI Power Infrastructure+4Info Tech2.49%$483.90
+0.5%
-0.3%
48 ▼
31
——
Held up better; support 480–517, likely bottoming · Oct 27
AMZN Amazon.Com Inc (held)AI HyperscalersCloud Computing+4Cons Disc2.32%$250.69
-7.8%
-7.9%
27
52
——
No recent call
ANET Arista NetworksCloud ComputingCybersecurityInfo Tech2.21%$169.91
+0.4%
+0.4%
42 ▼
27
——
No recent call
BNY Bank of New York MelLarge BanksFinancials2.30%$149.31
+1.4%
+1.5%
47
54
——
No recent call
CAT Caterpillar Inc.US InfrastructureAI Power Infrastructure ?Industrials1.89%$623.94
0.0%
+0.8%
23
10
—Bear flag · Dev.
No recent call
CDNS Cadence Design SysteSoftwareInfo Tech2.61%$323.75
+3.3%
+3.4%
72 ▲
44
Inv. H&S · Dev.—
No recent call
CF CF Industries HoldinAgribusinessMaterials2.36%$116.81
+0.5%
-2.6%
79
45
——
No recent call
COST Costco Wholesale Cor (held)RetailCons Staples2.75%$1019.26
+0.4%
+0.5%
92
73
——
No recent call
DE Deere & CompanyAgribusinessRobotics & AI+1Industrials2.76%$665.83
-0.1%
-0.2%
92
67
——
No recent call
ETN Eaton Corporation, p (held)AI InfrastructureAI Power Infrastructure+2Industrials2.17%$391.70
+0.1%
+0.7%
27
40
—Inv. H&S · Dev.
Pulled back to support 351–375; oversold · Oct 27
FCX Freeport-McMoran Inc (held)Copper MinersMetals & MiningMaterials2.28%$61.77
-0.2%
+5.4%
35
24
Double top · Conf.Bull flag · Dev.
No recent call
GE GE AerospaceAerospace & DefenseIndustrials2.23%$320.67
+3.1%
+3.4%
17
38
Falling wedge · Conf.—TD 9 buy (perf.) · watch entry (2w ago)
Correction; at 50–62% retr. support, bottoming · Oct 27
GEV GE Vernova Inc.AI InfrastructureAI Power Infrastructure+1Industrials2.20%$918.20
+0.9%
+4.5%
15
39
——
Broke 863; early bottoming at 62% retr. 784 · Oct 27
GOOGL Alphabet Inc. Class (held)Magnificent 7AI Hyperscalers+1Comm Svcs2.02%$280.03
-0.9%
+2.1%
8
9
Double top · Conf.Bear flag · Dev.
No recent call
GS Goldman Sachs Group Brokers & Capital MarketsLarge BanksFinancials2.19%$896.09
+5.9%
+1.7%
20
29
——TD 9 buy · watch entry (latest wk)
No recent call
HOOD Robinhood Markets, I (held)Brokers & Capital MarketsFintechFinancials2.15%$85.68
-1.6%
+3.7%
8
2
——
No recent call
INTC Intel Corp (watchlist)AI ChipsData Centers+1Info Tech1.65%$60.55
-3.2%
+1.1%
23
18
——
Oversold at critical support 80–92 · Oct 27
JPM JPMorgan Chase & Co. (held)Large BanksFinancials2.38%$337.98
-1.4%
-1.3%
37
54
Double bottom · Dev.—
No recent call
KLAC KLA Corporation Comm (watchlist)AI Semi EquipmentSemiconductorsInfo Tech2.05%$156.20
+5.1%
+5.4%
23
17
——
No recent call
LLY Eli Lilly & Co. (held)GLP-1 / ObesityGenomics+1Health Care2.77%$1409.38
-3.7%
-2.3%
96
73
Double bottom · Conf.Rising wedge · Dev. +1
No recent call
LMT Lockheed Martin CorpAerospace & DefenseDefense Tech+2Industrials2.74%$639.00
+0.5%
+0.5%
92
60
——
No recent call
MNST Monster Beverage CorConsumer Staples ?Cons Staples2.50%$47.18
+0.2%
+0.4%
69
67
——
No recent call
MSFT Microsoft Corp (held)AI HyperscalersCloud Computing+4Info Tech2.61%$520.99
+1.0%
+1.4%
88
79
Double bottom · Dev.Bull flag · Dev.
No recent call
MSTR MicroStrategy IncBitcoinSoftwareInfo Tech2.92%$135.63
+92.7%
+93.0%
53 ▼
20
——
No recent call
MU Micron Technology, I (watchlist)AI MemoryData Centers+2Info Tech2.22%$855.10
+2.7%
+14.5%
38
29
——TD 9 sell (3w ago)
Broke 894 support; oversold, trying to stabilize · Oct 27
NFLX NetFlix IncCommunication Svcs ?Comm Svcs1.92%$63.42
+3.0%
+2.1%
0
11
——
No recent call
NOW SERVICENOW, INC. (watchlist)Cloud ComputingSoftwareInfo Tech2.05%$109.16
-3.2%
-2.9%
12 ▼
8
——
Range-bound under 140; support 103–110 · Aug 18
NVDA Nvidia Corp (held)SemiconductorsMagnificent 7+6Info Tech2.31%$206.69
+0.1%
+5.0%
53
41
—Rising wedge · Dev.
Oversold at 62% retr. support; early bottoming · Oct 27
OKE Oneok, Inc.Midstream / Natural GasEnergy2.38%$91.94
+4.7%
+7.7%
77
62
——
No recent call
ORCL Oracle CorpCloud ComputingPower Grid / Electrification+1Info Tech2.07%$126.19
+0.3%
+1.1%
5
11
——
No recent call
PKG Packaging Corp of AmMaterials ?Materials2.55%$254.95
+1.0%
+1.4%
100
69
Double bottom · Conf.—
No recent call
PLTR Palantir Technologie (watchlist)Defense TechFintech+2Info Tech2.55%$175.40
+3.3%
+3.3%
100
38
——
No recent call
PM Philip Morris InternConsumer Staples ?Cons Staples2.71%$208.03
-0.6%
-0.3%
98
85
——
No recent call
PWR Quanta Services, Inc (held)AI InfrastructureAI Power Infrastructure+2Industrials2.33%$657.00
+7.9%
+8.0%
33
53
——
No recent call
SPCX Space Exploration TeSpaceIndustrials2.51%$141.31
+1686.7%
+252.6%
6 ▼N/A——⚠ TD 9 sell (perf.) (3w ago)
No recent call
TJX TJX Companies, Inc. RetailCons Disc2.48%$137.63
+0.1%
-0.5%
8 ▼
36
——
No recent call
TSLA Tesla, Inc. Common S (held)Lithium & BatteriesMagnificent 7+2Cons Disc2.91%$398.50
+2.1%
-0.6%
65 ▲
57
Double bottom · Conf. +1Bear flag · Dev.
No recent call
UNH UNITEDHEALTH GROUP IHealth Care ProvidersHealth Care2.54%$404.44
+3.6%
+3.6%
59 ▼
67
Bull flag · Dev.—
No recent call
UNP Union Pacific Corp.TransportsUS InfrastructureIndustrials2.53%$303.43
+1.0%
+0.9%
92
72
—Bull flag · Dev.
No recent call
VRT Vertiv Holdings Co CAI InfrastructureAI Power InfrastructureIndustrials2.19%$235.97
+5.2%
+5.2%
20
30
Falling wedge · Conf.—
No recent call
VST Vistra Corp.AI Power InfrastructureUtilities2.37%$139.59
-1.6%
-10.3%
8
23
—Falling wedge · Conf.
No recent call
Holdings source: https://grannyshots.com/fundstrat-granny-shots-us-large-cap-etf/grny-holdings/ (official; "Holdings as of November 3, 2026"); 42 listed equities (99.8% of the fund is carded). Persisted in work_grny/holdings.json; replace that file to refresh. Sorted A–Z by ticker by default (click any column header to re-sort). Not carded, non-equity / unlisted lines: none. Carded on short history: SPCX (21 wks) (under 104 weekly bars: checks that need more history (e.g. the 200-wk and 40-wk SMAs, the 13-month SMA) are left out of both the points earned and the points possible and the Trend score is rescaled to 0–100; Trend N/A under 10 weekly bars or when fewer than 30 points can be computed; the 2-Friday confirmation uses the history that exists). Overlap: held in the portfolio: AAPL, AMZN, COST, ETN, FCX, GOOGL, HOOD, JPM, LLY, MSFT, NVDA, PWR, TSLA; on the US Watchlist: AMD, INTC, KLAC, MU, NOW, PLTR (tagged in the Stock column). Signal, flags, levels, colours: identical to the US Watchlist (see above); sector benchmark = SPDR sector ETF by the holding’s sector. Cards are on the website only (not in the PDFs) to keep the PDFs under 25 MB.

ARK Innovation ETF (ARKK) holdings 41 stocks carded · Trend Up 17 · Neutral 2 · Down 22 · holdings as of Nov 3, 2026 · entry cards (US Oct 30 close; weekly items Fri Oct 30)

StockThemeSectorETF weightEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
ACHR Archer Aviation Inc-Aerospace & DefenseIndustrials1.09%$4.13
-6.5%
-7.3%
5
5
——
No recent call
AMD Advanced Micro Devic (watchlist)AI ChipsAI Power Infrastructure+4Info Tech1.62%$483.90
+0.5%
-0.3%
48 ▼
31
——
Held up better; support 480–517, likely bottoming · Oct 27
AMZN Amazon.Com Inc (held)AI HyperscalersCloud Computing+4Cons Disc2.38%$250.69
-7.8%
-7.9%
27
52
——
No recent call
AVGO Broadcom Inc (watchlist)AI Power InfrastructureCybersecurity+2Info Tech1.92%$332.13
0.0%
+0.3%
13
22
—Bear flag · Dev.TD 9 buy (perf.) · watch entry (2w ago)
Pulling back; 359–368 key support / stop · Aug 18
BEAM Beam Therapeutics InGenomicsHealth Care2.67%$26.33
-2.6%
-2.6%
36
26
——
No recent call
BLSH BullishBitcoinFintechFinancials1.41%$22.96
-0.9%
-15.5%
12
0
——
No recent call
BMNR Bitmine Immersion TeEthereumFinancials1.64%$20.53
0.0%
0.0%
12 ▼
6
——
No recent call
BWXT Bwx Technologies IncAI Power InfrastructureDefense TechIndustrials1.06%$131.82
0.0%
+0.8%
8
14
——TD 9 buy (perf.) · watch entry (2w ago)
No recent call
CBRS Cerebras Systems IncSemiconductorsInfo Tech1.64%$97.82
-82.4%
+8.9%
0N/A——
No recent call
CERS Cerus CorpBiotechMedical Devices ?Health Care0.35%$2.34
+33.3%
+30.2%
20
23
——
No recent call
COIN Coinbase Global Inc Brokers & Capital MarketsFintechFinancials3.76%$145.45
-4.5%
-56.6%
0
4
——
No recent call
CRCL Circle Internet GrouFintechFinancials4.60%$75.22
+3.2%
+8.2%
20 ▼
17
——
No recent call
CRSP Crispr Therapeutics GenomicsHealth Care4.48%$49.99
-3.4%
-1.4%
3
28
——
No recent call
CRWV Coreweave Inc-Cl AAI NeocloudsBitcoin Miners / AI Hosting+2Info Tech2.24%$53.74
-1.2%
-3.9%
0
0
——
No recent call
GOOG Alphabet Inc-Cl C (held)AI HyperscalersAI Power Infrastructure+4Comm Svcs0.83%$278.27
-0.9%
+2.1%
8
9
Double top · Conf.Bear flag · Dev.
No recent call
HOOD Robinhood Markets In (held)Brokers & Capital MarketsFintechFinancials2.86%$85.68
-1.6%
+3.7%
8
2
——
No recent call
ILMN Illumina IncBiotechGenomicsHealth Care1.00%$238.21
+1.8%
+1.8%
76
56
——TD 9 sell (perf.) (3w ago)
No recent call
KTOS Kratos Defense & SecDefense TechIndustrials1.14%$40.99
+0.8%
+4.5%
13
14
Head & shoulders top · Conf.—TD 9 buy (perf.) · watch entry (latest wk)
No recent call
LLY Eli Lilly & Co (held)GLP-1 / ObesityGenomics+1Health Care0.23%$1409.38
-3.7%
-2.3%
96
73
Double bottom · Conf.Rising wedge · Dev. +1
No recent call
META Meta Platforms Inc-C (held)AI HyperscalersFintech+1Comm Svcs2.19%$621.03
+1.2%
-1.5%
30 ▼
30
Double top · Conf.—
No recent call
NET Cloudflare Inc - ClaCloud ComputingCybersecurity+1Info Tech1.04%$273.62
+0.1%
+0.4%
53 ▼
28
——
No recent call
NTLA Intellia TherapeuticGenomicsHealth Care2.15%$11.86
+0.1%
+0.8%
34
28
——
No recent call
NTRA Natera IncBiotechGenomicsHealth Care1.15%$388.63
-3.1%
-5.8%
100
82
——
No recent call
NVDA Nvidia Corp (held)SemiconductorsMagnificent 7+6Info Tech3.00%$206.69
+0.1%
+5.0%
53
41
—Rising wedge · Dev.
Oversold at 62% retr. support; early bottoming · Oct 27
PACB Pacific Biosciences BiotechHealth Care0.55%$2.44
0.0%
-1.8%
83
48
—Falling wedge · Conf.TD 9 sell (latest wk)
No recent call
PLTR Palantir Technologie (watchlist)Defense TechFintech+2Info Tech2.58%$175.40
+3.3%
+3.3%
100
38
——
No recent call
RKLB Rocket LabAerospace & DefenseSpaceIndustrials1.25%$54.43
-1.2%
+3.8%
13
8
——
No recent call
RXRX Recursion PharmaceutGenomicsHealth Care1.55%$3.68
+1.2%
-0.9%
64 ▲
27
—Falling wedge · Conf.⚠ TD 9 sell (perf.) (3w ago)
No recent call
SHOP Shopify Inc - Class (held)Cloud ComputingFintechInfo Tech3.15%$142.57
+0.7%
+1.9%
87
35
——TD 13 sell (3w ago)
Uptrend intact; pulling back, support C$212–221 (≈US$151.29–157.72) · Oct 27
SOFI Sofi Technologies InFintechFinancials0.60%$16.77
+2.3%
+1.8%
30
24
——
No recent call
SPCX Space Exploration TeSpaceIndustrials6.29%$141.31
+1686.7%
+252.6%
6 ▼N/A——⚠ TD 9 sell (perf.) (3w ago)
No recent call
TEM Tempus Ai Inc-Cl AGenomicsHealth Care6.35%$77.80
+42.5%
+41.7%
83
57
——
No recent call
TER Teradyne IncSemiconductorsInfo Tech0.70%$269.35
+5.1%
+5.5%
23
13
——
No recent call
TSLA Tesla Inc (held)Lithium & BatteriesMagnificent 7+2Cons Disc11.62%$398.50
+2.1%
-0.6%
65 ▲
57
Double bottom · Conf. +1Bear flag · Dev.
No recent call
TSM Taiwan Semiconductor (watchlist)AI ChipsBitcoin Miners / AI Hosting+5Info Tech1.00%$404.80
+3.3%
+3.3%
43 ▼
38
——TD 9 sell (perf.) (3w ago)
No recent call
TWST Twist Bioscience CorGenomicsHealth Care2.95%$140.30
-3.9%
+1.1%
100
34
——
No recent call
TXG 10X Genomics Inc-ClaGenomicsHealth Care2.26%$65.29
-0.4%
+0.1%
79
31
—Bull flag · Dev.
No recent call
VCYT Veracyte IncGenomicsHealth Care1.22%$50.29
-0.2%
-0.1%
69
68
——
No recent call
WGS Genedx Holdings CorpGenomicsHealth Care0.99%$68.64
0.0%
0.0%
13
10
——
No recent call
XE X-Energy IncUranium & NuclearIndustrials0.82%$10.98
-22.0%
-63.0%
8N/A——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
XYZ Block IncBitcoin Miners / AI HostingFintechFinancials2.50%$76.00
-0.1%
+0.8%
43
52
—Bull flag · Dev.
No recent call
Holdings source: https://assets.ark-funds.com/fund-documents/funds-etf-csv/ARK_INNOVATION_ETF_ARKK_HOLDINGS.csv (official ARK daily holdings CSV, date column 11/03/2026); 41 listed equities (92.8% of the fund is carded). Persisted in work_arkk/holdings.json; replace that file to refresh. Sorted A–Z by ticker by default (click any column header to re-sort). Not carded, non-equity / unlisted lines: OPENAI GROUP PBC SERIES C (4.25%, no listed ticker (private / cash / warrant)); KALSHI INC. (1.64%, no listed ticker (private / cash / warrant)); ARK ACTIVE AUTOCALL INC ETF (0.65%, ETF (non-equity)); GOLDMAN FS TRSY OBLIG INST 468 (0.61%, no listed ticker (private / cash / warrant)); BRERA HOLDINGS PLC WTS (0.01%, no listed ticker (private / cash / warrant)). Carded on short history: BLSH (64 wks), BMNR (74 wks), CBRS (25 wks), CRCL (74 wks), CRWV (84 wks), SPCX (21 wks), XE (28 wks) (under 104 weekly bars: checks that need more history (e.g. the 200-wk and 40-wk SMAs, the 13-month SMA) are left out of both the points earned and the points possible and the Trend score is rescaled to 0–100; Trend N/A under 10 weekly bars or when fewer than 30 points can be computed; the 2-Friday confirmation uses the history that exists). Overlap: held in the portfolio: AMZN, GOOG, HOOD, LLY, META, NVDA, SHOP, TSLA; on the US Watchlist: AMD, AVGO, PLTR, TSM (tagged in the Stock column). Signal, flags, levels, colours: identical to the US Watchlist (see above); sector benchmark = SPDR sector ETF by the holding’s sector. Cards are on the website only (not in the PDFs) to keep the PDFs under 25 MB.

PAG U.S. Focus List 28 Focus List + 36 Alternatives carded · Trend Up 33 · Neutral 4 · Down 27 · list as of Oct 14, 2026 · entry cards (US Oct 30 close; weekly items Fri Oct 30)

StockThemeSectorList weightEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
AAPL Apple (held)Magnificent 7Info Tech7.50%$331.90
-1.2%
-0.5%
100
80
Rising wedge · Conf. +1—TD 9 sell (perf.) (1w ago)
No recent call
ABT AbbottMedical DevicesHealth CareAlt$109.40
0.0%
0.0%
52 ▲
41
——
Pullback bottoming at 50–62% retr. support · Oct 27
AMAT Applied Materials (watchlist)AI Semi EquipmentNanotech+1Info Tech2.50%$381.92
-0.3%
+2.0%
23
18
——
Broke July-low support; weak; resistance 512–556 · Oct 27
AMZN Amazon.com (held)AI HyperscalersCloud Computing+4Cons Disc7.50%$250.69
-7.8%
-7.9%
27
52
——
No recent call
AON AON PlcInsuranceFinancialsAlt$330.16
-0.1%
-2.5%
27
46
Falling wedge · Conf.—TD 9 buy (perf.) · watch entry (3w ago)
No recent call
APH Amphenol Class AAI InfrastructureData CentersInfo Tech2.50%$84.19
+5.5%
+5.9%
58 ▲
62
——
No recent call
AVGO Broadcom (watchlist)AI Power InfrastructureCybersecurity+2Info Tech5.00%$332.13
0.0%
+0.3%
13
22
—Bear flag · Dev.TD 9 buy (perf.) · watch entry (2w ago)
Pulling back; 359–368 key support / stop · Aug 18
BAC Bank of AmericaLarge BanksFinancials2.50%$49.66
-2.3%
-4.2%
17
17
——TD 9 buy · watch entry (latest wk)
No recent call
BRK-B Berkshire HathawayInsuranceFinancialsFinancialsAlt$557.07
-0.7%
+7.9%
100
80
Double bottom · Conf.—
No recent call
BSX Boston ScientificMedical DevicesHealth CareAlt$43.50
-2.9%
-4.1%
0
19
Double top · Dev.—
No recent call
CAT CaterpillarUS InfrastructureAI Power Infrastructure ?IndustrialsAlt$623.94
0.0%
+0.8%
23
10
—Bear flag · Dev.
No recent call
CB ChubbInsuranceFinancials2.50%$366.54
+4.3%
+5.2%
98
81
——
No recent call
CCI Crown Castle (watchlist)Real EstateCell Towers ?Real EstateAlt$86.58
-25.6%
-25.2%
68
62
Bull flag · Dev.—
No recent call
CME CME GroupBrokers & Capital MarketsFinancialsAlt$304.06
+1.3%
+1.2%
92
73
Bull flag · Dev.—
No recent call
CMS CMS EnergyUtilitiesAI Power InfrastructureUtilitiesAlt$70.00
+0.1%
+0.1%
44
53
——
No recent call
COST Costco Wholesale (held)RetailCons Staples2.50%$1019.26
+0.4%
+0.5%
92
73
——
No recent call
CVX ChevronOil & Gas E&PEnergy2.50%$225.27
+7.9%
+17.0%
100
83
Double bottom · Conf. +1Bull flag · Dev.
No recent call
DHR DanaherBiotechGenomicsHealth CareAlt$230.11
+1.0%
+1.0%
83
74
Double bottom · Conf.—
No recent call
DUK Duke EnergyUtilitiesAI Power InfrastructureUtilitiesAlt$126.51
+0.1%
+0.3%
76
65
——
No recent call
ECL EcolabWaterMaterials2.50%$304.68
-0.1%
-0.2%
100
77
——TD 13 sell (latest wk)
No recent call
EOG EOG ResourcesOil & Gas E&PEnergyAlt$155.17
+2.5%
+8.1%
96
76
Bull flag · Dev.—
No recent call
ETN Eaton (held)AI InfrastructureAI Power Infrastructure+2Industrials2.50%$391.70
+0.1%
+0.7%
27
40
—Inv. H&S · Dev.
Pulled back to support 351–375; oversold · Oct 27
GE GE AerospaceAerospace & DefenseIndustrialsAlt$320.67
+3.1%
+3.4%
17
38
Falling wedge · Conf.—TD 9 buy (perf.) · watch entry (2w ago)
Correction; at 50–62% retr. support, bottoming · Oct 27
GEV GE VernovaAI InfrastructureAI Power Infrastructure+1Industrials2.50%$918.20
+0.9%
+4.5%
15
39
——
Broke 863; early bottoming at 62% retr. 784 · Oct 27
GOOG Alphabet Class C (held)AI HyperscalersAI Power Infrastructure+4Comm Svcs7.50%$278.27
-0.9%
+2.1%
8
9
Double top · Conf.Bear flag · Dev.
No recent call
GS Goldman SachsBrokers & Capital MarketsLarge BanksFinancialsAlt$896.09
+5.9%
+1.7%
20
29
——TD 9 buy · watch entry (latest wk)
No recent call
HD Home DepotRetailHomebuilders ?Cons DiscAlt$333.66
-0.1%
+0.7%
47 ▲
45
——
No recent call
HON Honeywell TechnologiRobotics & AIIndustrials ?IndustrialsAlt$224.05
+1.7%
+2.2%
45
48
——
No recent call
HONA Honeywell AerospaceAerospace & DefenseSpaceIndustrials2.50%$157.50
+1.3%
+2.9%
0N/A——
No recent call
ISRG Intuitive Surgical (held)Medical DevicesRobotics & AIHealth CareAlt$440.75
+3.9%
+3.7%
70
47
Rising wedge · Dev.Falling wedge · Conf.
No recent call
JNJ Johnson & Johnson (held)Large PharmaHealth Care2.50%$266.17
+0.4%
-2.9%
85
66
—Bull flag · Dev.
No recent call
JPM JPMorgan Chase & Co. (held)Large BanksFinancials2.50%$337.98
-1.4%
-1.3%
37
54
Double bottom · Dev.—
No recent call
KO Coca ColaConsumer StaplesCons StaplesAlt$94.80
+1.1%
+1.0%
98
83
——
No recent call
LIN Linde PlcMaterials ?MaterialsAlt$511.55
+0.1%
+0.1%
77
71
—Bear flag · Dev.
No recent call
LLY Eli Lilly (held)GLP-1 / ObesityGenomics+1Health Care2.50%$1409.38
-3.7%
-2.3%
96
73
Double bottom · Conf.Rising wedge · Dev. +1
No recent call
LMT Lockheed MartinAerospace & DefenseDefense Tech+2IndustrialsAlt$639.00
+0.5%
+0.5%
92
60
——
No recent call
MA Mastercard Class A (watchlist)FintechFinancials2.50%$647.18
+0.3%
+0.4%
100
76
Double bottom · Conf.—
No recent call
MCD McDonald'sConsumer Discretionary ?Cons DiscAlt$263.04
-0.1%
-0.4%
36
34
——
No recent call
MDLZ Mondelez InternationConsumer StaplesCons StaplesAlt$65.12
+0.2%
+0.3%
70
71
—Rising wedge · Dev.
No recent call
MDT MedtronicMedical DevicesHealth CareAlt$98.88
0.0%
+0.3%
64
63
—Bull flag · Dev.
No recent call
META Meta Platforms Class (held)AI HyperscalersFintech+1Comm Svcs5.00%$621.03
+1.2%
-1.5%
30 ▼
30
Double top · Conf.—
No recent call
MRVL Marvell Technology (watchlist)AI Fiber OpticsData Centers+1Info Tech2.50%$171.97
+0.1%
+4.2%
33 ▼
20
——TD 9 sell (perf.) (3w ago)
Pulling back; support 216–232 near 50-day · Oct 13
MS Morgan StanleyBrokers & Capital MarketsLarge BanksFinancials2.50%$186.09
+0.8%
-0.9%
22
31
——
No recent call
MSFT Microsoft (held)AI HyperscalersCloud Computing+4Info Tech7.50%$520.99
+1.0%
+1.4%
88
79
Double bottom · Dev.Bull flag · Dev.
No recent call
NEE NextEra Energy (watchlist)AI Data Center UtilitiesAI Power Infrastructure+1Utilities2.50%$84.33
-0.4%
-0.6%
36
51
——
No recent call
NFLX NetflixCommunication Svcs ?Comm SvcsAlt$63.42
+3.0%
+2.1%
0
11
——
No recent call
NOW ServiceNow (watchlist)Cloud ComputingSoftwareInfo TechAlt$109.16
-3.2%
-2.9%
12 ▼
8
——
Range-bound under 140; support 103–110 · Aug 18
NVDA NVIDIA (held)SemiconductorsMagnificent 7+6Info Tech7.50%$206.69
+0.1%
+5.0%
53
41
—Rising wedge · Dev.
Oversold at 62% retr. support; early bottoming · Oct 27
PANW Palo Alto Networks (watchlist)CybersecuritySoftwareInfo Tech2.50%$350.20
0.0%
+1.4%
100
44
——
Breaking out of Q3 range; next extension 443 · Sep 29
PG Procter & GambleConsumer StaplesCons StaplesAlt$162.06
-0.1%
-0.4%
82
82
Double bottom · Conf.—
Overbought at resistance; pullback likely · Oct 27
PLD PrologisReal EstateData CentersReal EstateAlt$129.08
+14.4%
+0.6%
20
42
Double top · Dev.—
No recent call
RTX RTX (held)Aerospace & DefenseDefense Tech+2Industrials2.50%$203.82
+6.3%
+6.3%
80 ▲
50
——TD 9 buy (perf.) · watch entry (2w ago)
No recent call
SPGI S&P GlobalBrokers & Capital Markets ?FinancialsAlt$466.03
+0.4%
-0.1%
77
55
——
No recent call
SYK StrykerMedical DevicesHealth Care2.50%$310.55
-0.9%
-1.3%
3
32
Bull flag · Dev.—
No recent call
TJX TJX CompaniesRetailCons Disc2.50%$137.63
+0.1%
-0.5%
8 ▼
36
——
No recent call
TMO Thermo FisherBiotechGenomicsHealth CareAlt$698.34
+0.7%
+0.7%
98
82
——
No recent call
UNP Union PacificTransportsUS InfrastructureIndustrialsAlt$303.43
+1.0%
+0.9%
92
72
—Bull flag · Dev.
No recent call
USB US BancorpRegional BanksFinancialsAlt$59.89
+1.9%
+2.2%
37
52
——TD 9 buy (perf.) · watch entry (2w ago)
No recent call
V Visa (watchlist)FintechFinancialsAlt$420.42
0.0%
+0.3%
100
81
——
No recent call
VEEV Veeva SystemsSoftwareCloud ComputingHealth CareAlt$303.21
0.0%
+1.9%
90
84
Rising wedge · Conf. +1—
No recent call
VZ VerizonCommunication SvcsComm SvcsAlt$45.24
+0.8%
+0.8%
54 ▲
45
——
No recent call
WM Waste ManagementUS Infrastructure ?IndustrialsAlt$234.67
-0.9%
-0.9%
83
64
—Inv. H&S · Dev.
No recent call
WMT Walmart (held)RetailCons StaplesAlt$124.86
-0.2%
-0.8%
83
72
Double bottom · Conf.—
No recent call
XYL XylemWaterIndustrialsAlt$96.27
-4.0%
-4.1%
0
14
—Bear flag · Dev.
No recent call
List source: RBC PAG "Guided Portfolio Large Cap Equity Grid", last updated October 14, 2026 (u.s._focus_list_current.pdf; Focus List names, weights and Alternatives), Gmail (sc.assistant80@gmail.com), "USFL and CFL equity grids" from stephen.k.chang@rbc.com, Oct 21, 2026 3:20 PM PT; matches the Oct 14, 2026 U.S. Focus List Change Report; 28 constituents (count and weights verified against the PDF table; weights sum to 100%) (100.0% of the list is carded). Persisted in work_usfl/holdings.json; replace that file to refresh. Sorted A–Z by ticker by default (click any column header to re-sort). Alternatives (List weight column = Alt): the grid’s supplemental names, listed by sector, not tied to a specific Focus List holding; no Focus List weight; scored with the same rules. Not carded, non-equity / unlisted lines: none. Carded on short history: HONA (20 wks) (under 104 weekly bars: checks that need more history (e.g. the 200-wk and 40-wk SMAs, the 13-month SMA) are left out of both the points earned and the points possible and the Trend score is rescaled to 0–100; Trend N/A under 10 weekly bars or when fewer than 30 points can be computed; the 2-Friday confirmation uses the history that exists). Overlap: held in the portfolio: AAPL, AMZN, COST, ETN, GOOG, ISRG, JNJ, JPM, LLY, META, MSFT, NVDA, RTX, WMT; on the US Watchlist: AMAT, AVGO, CCI, MA, MRVL, NEE, NOW, PANW, V (tagged in the Stock column). Signal, flags, levels, colours: identical to the US Watchlist (see above); sector benchmark = SPDR sector ETF by the holding’s sector. Cards are on the website only (not in the PDFs) to keep the PDFs under 25 MB.

PAG Canadian Focus List 31 Focus List + 36 Alternatives carded · Trend Up 28 · Neutral 6 · Down 33 · list as of Sep 1, 2026 · entry cards (TSX Oct 30 close; weekly items Fri Oct 30)

StockThemeSectorList weightEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
ABX.TO Barrick (held)Gold MinersCopper MinersMaterialsAlt <=2% sizeC$51.93
-2.6%
-2.6%
21
10
Head & shoulders top · Conf. +1—
No recent call
AC.TO Air CanadaAirlines / TravelIndustrials2.50%C$21.10
-82.6%
-86.2%
23
16
——
No recent call
AEM.TO Agnico EagleGold MinersMaterialsAlt 2.5% sizeC$234.19
-3.4%
-4.1%
31
12
Falling wedge · Dev.—
No recent call
APTX.TO Apotex (held)Large Pharma ?Health CareAlt <=2% sizeC$34.03
-0.3%
+7.4%
5N/A——
No recent call
ATD.TO Alimentation Couche-RetailCons Staples5.00%C$81.77
0.0%
-2.4%
23
46
——
No recent call
ATRL.TO AtkinsRéalis GroupUS InfrastructureUranium & Nuclear ?Industrials2.50%C$93.02
+1.3%
-0.2%
47 ▲
55
——
No recent call
BAM.TO Brookfield Asset MgmBrokers & Capital Markets ?FinancialsAlt 5% sizeC$71.32
+0.1%
+0.1%
60 ▲
54
——
No recent call
BBD-B.TO Bombardier Class B (held)Aerospace & DefenseIndustrials2.50%C$340.16
+0.5%
+0.3%
84
64
——
No recent call
BCE.TO BCECommunication SvcsComm SvcsAlt 2.5% sizeC$28.80
0.0%
-0.3%
5
27
——
No recent call
BIP-UN.TO Brookfield Infra. PaUS InfrastructureMidstream / Natural Gas+1 ?Utilities5.00%C$52.45
-1.9%
-26.1%
30
54
——
No recent call
BMO.TO Bank of Montreal (held)Large BanksFinancials2.50%C$240.56
0.0%
+2.0%
37
61
—Bull flag · Dev.
No recent call
BN.TO Brookfield CorporatiBrokers & Capital Markets ?Financials2.50%C$56.85
-0.4%
-2.0%
13
40
Falling wedge · Conf.Bear flag · Dev.
No recent call
BNS.TO Bank of Nova ScotiaLarge BanksFinancials2.50%C$131.17
0.0%
+3.0%
98
79
——
No recent call
CAE.TO CAEAerospace & DefenseIndustrialsAlt 2.5% sizeC$37.32
-0.1%
+2.4%
55
42
Double bottom · Conf.—
No recent call
CCO.TO CamecoUranium & NuclearEnergyAlt <=2% sizeC$101.73
-12.8%
-19.8%
8
4
——
No recent call
CJT.TO CargojetTransports ?IndustrialsAlt 2.5% sizeC$93.99
+0.6%
+3.2%
65 ▲
62
——
No recent call
CLS.TO CelesticaAI InfrastructureData CentersInfo TechAlt <=2% sizeC$363.50
+2.6%
+2.5%
8
5
——
No recent call
CM.TO Canadian Imperial BaLarge BanksFinancials5.00%C$163.36
-0.1%
+2.6%
77 ▲
65
——
No recent call
CNQ.TO Canadian Natural Res (held)Oil & Gas E&PEnergy2.50%C$74.97
+6.1%
+13.6%
100
84
Bull flag · Dev.—
No recent call
CNR.TO Canadian National RaTransportsIndustrials2.50%C$176.95
+1.0%
+0.9%
70 ▲
70
Double bottom · Conf.—
No recent call
CP.TO Canadian Pacific Kan (held)TransportsIndustrials5.00%C$127.72
-1.3%
-1.7%
70 ▲
66
Double bottom · Conf.—
No recent call
CS.TO CapstoneCopper MinersMaterialsAlt <=2% sizeC$11.11
-3.8%
-2.2%
18
4
——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
CSU.TO Constellation SoftwaSoftwareInfo Tech2.50%C$3438.00
-0.4%
+4.5%
83
79
—Falling wedge · Conf.
No recent call
CTC-A.TO Canadian TireRetailCons DiscAlt 2.5% sizeC$202.68
+0.8%
-1.9%
76
73
——
No recent call
CVE.TO CenovusOil & Gas E&POil RefinersEnergyAlt 2.5% sizeC$43.03
+8.9%
+24.7%
80
61
Rising wedge · Conf. +1Bull flag · Dev.
No recent call
DOL.TO Dollarama (held)RetailCons Staples5.00%C$209.97
+0.5%
+0.3%
100
80
——TD 13 sell (2w ago)
Overbought at ~210 resistance; support 187–194 · Oct 27
EFN.TO Element FleetTransports ?IndustrialsAlt 2.5% sizeC$22.42
-0.2%
-0.3%
5
17
——
No recent call
ENB.TO Enbridge (held)Midstream / Natural GasEnergyAlt 5% sizeC$68.58
-0.8%
-1.8%
20
51
Double bottom · Dev.Bear flag · Dev.
Oversold at support ~68; beginning to bottom · Oct 27
FFH.TO Fairfax FinancialInsuranceFinancialsAlt <=2% sizeC$2488.86
-3.1%
-7.9%
77
73
Double bottom · Conf.—
No recent call
FNV.TO Franco-NevadaGold MinersMaterials2.50%C$316.55
-4.7%
-7.2%
48
25
Double top · Conf.—
No recent call
FTS.TO FortisUtilitiesPower Grid / ElectrificationUtilitiesAlt 5% sizeC$83.58
-0.4%
-0.7%
92
79
——
No recent call
FTT.TO Finning InternationaUS InfrastructureMetals & Mining ?Industrials2.50%C$98.21
+1.4%
-0.4%
32 ▼
48
——
No recent call
GFL.TO GFL EnvironmentalUS Infrastructure ?Industrials2.50%C$64.06
-4.8%
-5.0%
92
85
Double bottom · Conf.—
No recent call
GIB-A.TO CGISoftwareInfo TechAlt <=2% sizeC$113.63
0.0%
0.0%
68
56
Double bottom · Conf. +1—
No recent call
GRT-UN.TO Granite REITReal EstateReal EstateAlt 2.5% sizeC$84.88
0.0%
0.0%
17
44
—Bear flag · Dev.
No recent call
H.TO Hydro OneUtilitiesPower Grid / ElectrificationUtilitiesAlt 2.5% sizeC$56.03
-0.5%
+0.4%
55
60
——
No recent call
HBM.TO Hudbay MineralsCopper MinersMaterials2.50%C$30.02
-0.9%
+0.5%
25
12
Falling wedge · Dev.—
No recent call
IFC.TO Intact FinancialInsuranceFinancials2.50%C$262.73
-6.1%
-8.7%
13
52
Bull flag · Dev.—
No recent call
KEY.TO KeyeraMidstream / Natural GasEnergyAlt <=2% sizeC$54.35
+1.0%
-1.5%
37
55
——
No recent call
KXS.TO KinaxisSoftwareCloud ComputingInfo TechAlt 2.5% sizeC$193.39
-0.5%
+0.2%
92
81
Bull flag · Dev.Inv. H&S · Conf.
No recent call
L.TO Loblaw (held)RetailConsumer StaplesCons Staples5.00%C$69.32
+0.4%
-0.4%
98
82
Double bottom · Conf. +1—
Overbought; pullback underway, support 64–69 · Oct 27
MDA.TO MDA Space (held)SpaceDefense TechIndustrialsAlt <=2% sizeC$38.30
-0.4%
-2.8%
23
24
——
No recent call
MFC.TO Manulife FinancialInsuranceFinancials2.50%C$62.80
-0.1%
0.0%
98
82
Double bottom · Dev.Bull flag · Dev.
No recent call
MRU.TO MetroRetailConsumer StaplesCons StaplesAlt 5% sizeC$98.18
-0.8%
-4.5%
77
80
Double bottom · Conf.—
No recent call
NA.TO National Bank of CanLarge BanksFinancials2.50%C$213.01
0.0%
+1.5%
38
56
Falling wedge · Conf.—
No recent call
NTR.TO Nutrien (held)AgribusinessMaterialsAlt 2.5% sizeC$97.07
-1.8%
-4.3%
48
38
Cup and handle · Dev.—
No recent call
OVV.TO OvintivOil & Gas E&PEnergyAlt 2.5% sizeC$92.97
+7.5%
+9.1%
100
70
——
No recent call
PPL.TO Pembina Pipeline (held)Midstream / Natural GasEnergy5.00%C$69.26
+0.1%
-0.7%
77
72
Bull flag · Dev.—TD 13 sell (1w ago)
No recent call
QBR-B.TO QuebecorCommunication SvcsComm SvcsAlt 2.5% sizeC$68.68
+0.4%
+0.4%
80
83
——
Bottomed at rising 40-wk MA · Oct 27
QSR.TO Restaurant BrandsConsumer Discretionary ?Cons DiscAlt 2.5% sizeC$103.94
+0.9%
+0.7%
32 ▼
57
——
No recent call
RBA.TO RB GlobalTransports ?IndustrialsAlt 2.5% sizeC$130.67
+0.3%
-0.3%
41
48
Double bottom · Conf.—
No recent call
RCI-B.TO Rogers CommunicationCommunication SvcsComm Svcs2.50%C$46.79
+0.4%
-0.1%
5
39
——
No recent call
RY.TO Royal Bank of Canada (held)Large BanksFinancials5.00%C$285.42
+0.2%
+1.9%
37
62
—Bull flag · Dev.
No recent call
SHOP.TO Shopify Class A (held)SoftwareFintech+1 ?Info Tech2.50%C$200.19
+0.7%
+1.9%
95
35
——
Uptrend intact; pulling back, support 212–221 · Oct 27
SLF.TO Sun Life FinancialInsuranceFinancials2.50%C$112.74
-0.2%
-0.3%
74 ▲
73
Double bottom · Dev.Bull flag · Dev.TD 13 sell (latest wk)
No recent call
SU.TO Suncor Energy (held)Oil & Gas E&POil RefinersEnergy5.00%C$105.43
+24.0%
+28.6%
98
86
Bull flag · Dev.—TD 9 sell (perf.) (latest wk)
Uptrend intact; overbought at 109–112, support 104/99 · Oct 27
T.TO TELUSCommunication SvcsComm SvcsAlt <=2% sizeC$12.46
-0.3%
-1.3%
5
27
——
No recent call
TD.TO Toronto-Dominion BanLarge BanksFinancials2.50%C$174.75
0.0%
+4.0%
100
81
Double bottom · Dev.—
No recent call
TECK-B.TO Teck (held)Copper MinersMetals & MiningMaterialsAlt 2.5% sizeC$86.45
+6.9%
+14.0%
46 ▼
44
—Bull flag · Dev.
No recent call
TIH.TO Toromont Industries (held)US Infrastructure ?Industrials2.50%C$209.40
+2.3%
+1.3%
23
47
——
Retraced Q3 rally; becoming oversold · Oct 27
TOU.TO TourmalineOil & Gas E&PMidstream / Natural GasEnergyAlt 2.5% sizeC$66.28
+2.7%
+0.9%
77
75
Double bottom · Conf.—
No recent call
TRI.TO Thomson ReutersSoftware ?IndustrialsAlt <=2% sizeC$155.07
-1.8%
-1.6%
68
41
——
No recent call
TRP.TO TC EnergyMidstream / Natural GasAI Power InfrastructureEnergy2.50%C$88.93
+0.5%
+1.0%
69 ▲
61
Falling wedge · Conf.—
Oversold and bottoming at support · Oct 27
WCN.TO Waste ConnectionsUS Infrastructure ?IndustrialsAlt 5% sizeC$261.15
+0.9%
+1.1%
92
77
Bull flag · Dev.—
At 264–269 resistance; pause likely, support 248 · Oct 27
WCP.TO Whitecap ResourcesOil & Gas E&PEnergyAlt 2.5% sizeC$18.60
+3.7%
+13.1%
84
71
—Bull flag · Dev.
No recent call
WPM.TO Wheaton Precious Met (held)Gold MinersSilverMaterialsAlt 2.5% sizeC$164.54
-5.1%
-5.1%
28
10
——
No recent call
WSP.TO WSP GlobalUS InfrastructureIndustrialsAlt 2.5% sizeC$197.73
0.0%
-1.0%
58
35
——
No recent call
List source: RBC PAG "Canadian Equity Grid Fall 2026" (September 2026 – November 2026; canadian_grid_en.pdf; Focus List names and Alternatives by recommended position size), Gmail (sc.assistant80@gmail.com), "USFL and CFL equity grids" from stephen.k.chang@rbc.com, Oct 21, 2026 3:20 PM PT; Focus List weights from the Sep 1, 2026 Canadian Focus List Quarterly report (unchanged); 31 constituents (count and weights verified against the PDF table; weights sum to 100%) (100.0% of the list is carded). Persisted in work_cfl/holdings.json; replace that file to refresh. Sorted A–Z by ticker by default (click any column header to re-sort). Alternatives (List weight column = Alt, with the grid’s recommended position size): the grid’s supplemental names, listed by sector, not tied to a specific Focus List holding; no Focus List weight; scored with the same rules against the S&P/TSX Composite. Not carded, non-equity / unlisted lines: none. Carded on short history: APTX.TO (21 wks) (under 104 weekly bars: checks that need more history (e.g. the 200-wk and 40-wk SMAs, the 13-month SMA) are left out of both the points earned and the points possible and the Trend score is rescaled to 0–100; Trend N/A under 10 weekly bars or when fewer than 30 points can be computed; the 2-Friday confirmation uses the history that exists). Overlap: held in the portfolio: ABX.TO, APTX.TO, BBD-B.TO, BMO.TO, CNQ.TO, CP.TO, DOL.TO, ENB.TO, L.TO, MDA.TO, NTR.TO, PPL.TO, RY.TO, SHOP.TO, SU.TO, TECK-B.TO, TIH.TO, WPM.TO; on the US Watchlist: none (tagged in the Stock column). Signal, flags, levels, colours: identical to the US Watchlist (see above); benchmarks = S&P/TSX Composite (20 pts) + TSX sector ETF (XFN, XEG, XST, ZIN, XIT, XGD for FNV, XMA for HBM, ZUT for BIP.U; RCI.B uses the Composite, no TSX comm-services ETF), in CAD (BIP.U priced via BIP-UN.TO); DOL uses XST like the Canadian portfolio. Cards are on the website only (not in the PDFs) to keep the PDFs under 25 MB.

Thematic ETFs 82 ETFs + 11 baskets carded · Trend Up 32 · Neutral 2 · Down 58 · N/A 1 · list as of Oct 20, 2026 · entry cards (US Oct 30 close; weekly items Fri Oct 30)

ETFThemeSectorLast PriceEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
ACWX Ishares Msci Acwi ExAll-World ex-USMulti$73.27N/A23
52
—Double top · Dev. +1
No recent call
AIPO Defiance Ai & Power AI Power InfrastructureMulti$25.26N/A16
20
——
No recent call
ARKF Ark Blockchain & FinFintechFinancials$42.33N/A30 ▼
31
Double top · Conf.—
No recent call
ARKG Ark Genomic RevolutiGenomicsHealth Care$49.51N/A92
66
——
No recent call
ARKK Ark Innovation EtfDisruptive Innovation (Spec)Multi$80.32N/A33
39
——TD 9 sell (perf.) (3w ago)
No recent call
BOTZ Global X Robotics & Robotics & AIIndustrials$32.32N/A8
20
Double top · Conf.—
No recent call
BSK-AICHIP AI Chips basket (INTBasket · AI ChipsInfo Tech$950.75N/A33
24
——TD 9 sell (perf.) (3w ago)
No recent call
BSK-AIDCREIT AI Data Center REITsBasket · AI Data Center REITsReal Estate$185.03N/A34
53
——
No recent call
BSK-AIDCUTIL AI Data Center UtiliBasket · AI Data Center UtilitiesUtilities$260.00N/A56 ▲
60
Inv. H&S · Dev.—
No recent call
BSK-AIFIBER AI Fiber Optics baskBasket · AI Fiber OpticsInfo Tech$1004.11N/A23
20
——
No recent call
BSK-AIHDD AI Hard Drives baskeBasket · AI Hard DrivesInfo Tech$1043.07N/A28
22
——
No recent call
BSK-AIHYPER AI Hyperscalers baskBasket · AI HyperscalersMulti$561.28N/A53 ▼
42
—Inv. H&S · Dev.
No recent call
BSK-AIINFRA AI Infrastructure baBasket · AI InfrastructureIndustrials$2836.84N/A23
43
——
No recent call
BSK-AIMEM AI Memory basket (MUBasket · AI MemoryInfo Tech$1191.67N/A38
31
——
No recent call
BSK-AINEO AI Neoclouds basket Basket · AI NeocloudsInfo Tech$137.86N/A17
2
——
No recent call
BSK-GLUX Global Luxury basketBasket · Global LuxuryCons Disc$204.09N/A0
17
——TD 9 buy (perf.) · watch entry (1w ago)
No recent call
BSK-TOWERS Cell Towers basket (Basket · Cell TowersReal Estate$105.49N/A75
62
——
No recent call
CIBR First Trust Nasdaq C (held)CybersecurityInfo Tech$97.22N/A100
56
——
No recent call
COPX Global X Copper MineCopper MinersMaterials$71.71N/A17
11
Falling wedge · Dev.—
No recent call
CRAK Vaneck Oil Refiners Oil RefinersEnergy$60.60N/A84
57
——
No recent call
DBA Invesco Db AgricultuAgriculture CommoditiesCommodity$26.52N/A23 ▼
45
——
No recent call
DRAM Roundhill Memory EtfMemory SemisInfo Tech$47.64N/A8N/A——
No recent call
DTCR Global X Data CenterData CentersReal Estate$25.33N/A27
28
——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
EEM Ishares Msci EmerginEmerging MarketsMulti$61.10N/A23
37
——
No recent call
EFG Ishares Msci Eafe GrIntl GrowthMulti$118.41N/A28
52
——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
EFV Ishares Msci Eafe VaIntl ValueMulti$78.89N/A55
58
——
No recent call
ETHA Ishares Ethereum TruEthereumCrypto$51.78N/A30 ▼
13
——
No recent call
GDX Vaneck Gold Miners EGold MinersMaterials$77.60N/A20
8
Falling wedge · Dev.—
No recent call
GLD Spdr Gold Shares (held)GoldCommodity$359.26N/A10
15
—Bull flag · Dev.
Gold testing 3955–4053; needs >4143–4242 · Oct 27
GRID First Trst Nasd Cl EPower Grid / ElectrificationIndustrials$167.40N/A23
38
——
No recent call
IAI Ishares U.S. Broker-Brokers & Capital MarketsFinancials$179.66N/A20
47
Falling wedge · Conf.—
No recent call
IBB Ishares BiotechnologBiotechHealth Care$215.47N/A85
74
Double bottom · Conf.—
No recent call
IBIT Ishares Bitcoin TrusBitcoinCrypto$44.05N/A63
36
——⚠ TD 9 sell (2w ago)
No recent call
ICLN Ishares Global CleanClean EnergyUtilities$16.11N/A0
22
——
No recent call
IGV Ishares Expanded TecSoftwareInfo Tech$102.66N/A92
49
——
No recent call
IHE Ishares Us PharmaceuLarge PharmaHealth Care$106.72N/A85
72
——
No recent call
IHF Ishares U.S. HealthcHealth Care ProvidersHealth Care$59.41N/A83
78
——
No recent call
IHI Ishares U.S. MedicalMedical DevicesHealth Care$56.43N/A52
50
Double bottom · Conf.—
No recent call
IJH Ishares Core S&P MidMid CapsMulti$74.13N/A38
57
——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
ITA Ishares U.S. AerospaAerospace & DefenseIndustrials$216.17N/A13
34
Falling wedge · Conf.—TD 9 buy (perf.) · watch entry (2w ago)
No recent call
IWD Ishares Russell 1000Large ValueMulti$258.58N/A100
66
——
No recent call
IWF Ishares Russell 1000Large GrowthMulti$117.44N/A32
46
—Rising wedge · Conf.
No recent call
IYT Ishares Us TransportTransportsIndustrials$82.68N/A43
55
Falling wedge · Conf.—
No recent call
JETS Us Global Jets EtfAirlines / TravelIndustrials$27.61N/A22
35
——TD 9 buy (perf.) · watch entry (2w ago)
No recent call
KBWB Invesco Kbw Bank EtfLarge BanksFinancials$89.11N/A28
45
——
No recent call
KIE Ss Spdr S&P InsurancInsuranceFinancials$64.37N/A77
69
——
No recent call
KRE Ss Spdr S&P RegionalRegional BanksFinancials$72.88N/A38
56
——TD 9 buy (perf.) · watch entry (2w ago)
No recent call
KWEB Kranesh Csi China InChina InternetCons Disc$23.28N/A0
17
Falling wedge · Dev.—
No recent call
LIT Global X Lithium & BLithium & BatteriesMaterials$60.10N/A8
12
Falling wedge · Dev.—
No recent call
MAGS Roundhill MagnificenMagnificent 7Multi$68.74N/A70
54
Double top · Conf.Inv. H&S · Dev.
No recent call
MLPX Global X Mlp & EnergMidstream / Natural GasEnergy$74.50N/A77
66
Double top · Dev.—TD 13 sell (latest wk)
No recent call
MOO Vaneck Agribusiness AgribusinessCons Staples$81.74N/A38
53
Head & shoulders top · Dev.—
No recent call
MSOS Advisorshares Pure UUS CannabisMulti$4.49N/A12
27
——
No recent call
NCLD Roundhill Neocloud ENeocloudMulti$15.39N/AN/AN/A—insufficient history
No recent call
OIH Vaneck Oil Services Oil ServicesEnergy$385.11N/A77 ▲
45
Double bottom · Dev.—
No recent call
OZEM Roundhill Glp-1 & WgGLP-1 / ObesityHealth Care$30.26N/A5
31
——
No recent call
PAVE Global X Us InfrastrUS InfrastructureIndustrials$54.83N/A43
55
Double bottom · Dev.—TD 9 buy (perf.) · watch entry (2w ago)
No recent call
PHO Invesco Water ResourWaterIndustrials$76.15N/A93
68
——
No recent call
PURR Hyperliquid StrategiHyperliquidCrypto$10.16N/A90 ▲N/A——
No recent call
QTUM Defiance Quantum EtfQuantum ComputingInfo Tech$132.18N/A23
26
——
No recent call
QUAL Ishares Msci Usa QuaQualityMulti$221.91N/A95
65
—Double bottom · Conf.
No recent call
REMX Vaneck Rar Earth Nd Rare EarthsMaterials$49.73N/A0
1
——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
SCHD Schwab Us Dvd EquityDividend Growth/QualityMulti$35.55N/A100
72
——
No recent call
SHLD Global X Defense TecDefense TechIndustrials$63.38N/A51 ▲
31
——
No recent call
SKYY First Trust Cloud CoCloud ComputingInfo Tech$155.98N/A100
50
——
No recent call
SLV Ishares Silver Trust (held)SilverCommodity$44.84N/A10
4
——
No recent call
SOLZ Solana EtfSolanaCrypto$9.23N/A32 ▼
9
Head & shoulders top · Conf.—
No recent call
SOXX Ishares SemiconductoSemiconductorsInfo Tech$465.00N/A23
26
——
No recent call
SPHB Invesco S&P 500 HighHigh BetaMulti$137.10N/A32
41
——
No recent call
SPLV Invesco S&P 500 Low Low VolatilityMulti$76.88N/A80
67
——TD 9 buy (perf.) · watch entry (3w ago)
No recent call
TAN Invesco Solar EtfSolarInfo Tech$43.34N/A0
19
Falling wedge · Conf.—
No recent call
TINY Proshares NanotechnoNanotechMulti$64.72N/A23
17
——
No recent call
UFO Procure Space EtfSpaceIndustrials$40.57N/A13
19
—Head & shoulders top · Conf.TD 9 buy · watch entry (latest wk)
No recent call
URA Global X Uranium EtfUranium & NuclearEnergy$33.05N/A8
5
Falling wedge · Dev.—
No recent call
USMV Ishares Msci Usa MinMin VolatilityMulti$102.72N/A100
71
Double bottom · Dev.Double bottom · Conf.
No recent call
VYM Vanguard High Dvd YiHigh DividendMulti$163.27N/A100
66
——
No recent call
WGMI Cs Btc Min Dig Pwr EBitcoin Miners / AI HostingInfo Tech$29.35N/A8
0
——
No recent call
XHB Ss Spdr S&P HomebldrHomebuildersCons Disc$101.98N/A30
40
Falling wedge · Conf.—
No recent call
XLB Ss Materials Select MaterialsMaterials$52.59N/A100
65
——TD 13 sell (latest wk)
No recent call
XLC Ss Comm Select SectoCommunication SvcsComm Svcs$101.44N/A8
30
—Double top · Conf.
No recent call
XLE Ss Energy Select SecEnergyEnergy$66.68N/A100
81
Double bottom · Dev.—
No recent call
XLF Ss Financial Select FinancialsFinancials$57.19N/A100 ▲
65
——
No recent call
XLI Ss Industrial SelectIndustrialsIndustrials$171.32N/A28
51
Falling wedge · Conf. +1—TD 9 buy (perf.) · watch entry (2w ago)
No recent call
XLK Ss Technology SelectTechnologyInfo Tech$176.51N/A42
44
——
No recent call
XLP Ss Consumer Staples Consumer StaplesCons Staples$88.95N/A100
71
——
No recent call
XLRE Ss Real Estate SelecReal EstateReal Estate$43.67N/A53 ▲
59
—Double bottom · Dev.TD 9 buy (perf.) · watch entry (3w ago)
No recent call
XLU St Sr Utl Sl Se SpdrUtilitiesUtilities$43.42N/A55 ▲
56
—Double top · Dev.
No recent call
XLV Ss Health Care Selec (held)Health CareHealth Care$184.02N/A100
75
Double bottom · Conf.—
Sector Est. Up / Est. Up (−) vs S&P · Oct 27
XLY Ss Consumer Disc SelConsumer DiscretionaryCons Disc$117.33N/A65 ▲
58
——
No recent call
XME Ss Spdr S&P Metals MMetals & MiningMaterials$96.76N/A8
12
Falling wedge · Conf.—
No recent call
XOP Ss Spdr S&P Og Exp &Oil & Gas E&PEnergy$191.52N/A87
75
Bull flag · Dev.—
No recent call
XRT Ss Spdr S&P Retail ERetailCons Disc$88.80N/A76
64
——
No recent call
ZCSH The Zcash EtfZcashMulti$32.54N/A100
51
——
No recent call
Source: Thematic ETFs bot list: /home/box/thematic-etf-scorecard/latest.json (built 2026-10-21 07:51 PT, from PortfolioDashboardBBG.xlsx MASTER!CK6 'THEMATIC ETFS' block; live at https://skc-thematic-etfs.pages.dev/); 82 ETFs, each scored on its own price (not its holdings), same rules as the US Watchlist. Benchmarks: S&P 500 (20 pts) + nearest SPDR sector ETF (10 pts); where the ETF is itself a sector SPDR or has no distinct sector (broad factor, international, crypto, commodity), the sector RS is dropped and the Trend score is rescaled from 50 to 100, as for GLD/SLV; breadth is neutral for GLD, SLV, DBA and the crypto ETFs. Persisted in work_thematic/holdings.json. Baskets (Theme = “Basket · …”): 7 synthetic equal-weight AI baskets defined in work_thematic/baskets.json, rebalanced weekly at the Friday close, in US$ (SK Hynix 000660.KS and Samsung 005930.KS converted with KRW=X); members join the week after their first Friday close (GEV from Mar 2024; Neoclouds = IREN from Nov 2021, NBIS from Oct 2024, CRWV from Mar 2025); NSCL (Nscale) excluded: S-1 filed Sep 18, 2026, not yet trading. Basket High/Low are synthetic (weighted member highs/lows) and there is no volume; scored with the same rules, sector benchmark XLK (XLI for AI Infrastructure). Not carded, non-equity / unlisted lines: Most Short Rolling (0.00%, index, not an ETF). Carded on short history: AIPO (67 wks), DRAM (31 wks), NCLD (13 wks, Trend N/A), PURR (48 wks), SOLZ (85 wks) (under 104 weekly bars: checks that need more history (e.g. the 200-wk and 40-wk SMAs, the 13-month SMA) are left out of both the points earned and the points possible and the Trend score is rescaled to 0–100; Trend N/A under 10 weekly bars or when fewer than 30 points can be computed; the 2-Friday confirmation uses the history that exists). Overlap: held in the portfolio: CIBR, GLD, SLV, XLV; on the US Watchlist: none (tagged in the ETF column). Signal, flags, levels, colours: identical to the US Watchlist (see above); benchmarks as above. Cards are on the website only (not in the PDFs) to keep the PDFs under 25 MB.

Duquesne Family Office (13F) 82 stocks carded · Trend Up 23 · Neutral 3 · Down 56 · 13F period Jun 30, 2026 · filed Aug 14, 2026 · entry cards (US Oct 30 close; weekly items Fri Oct 30)

StockThemeSector13F weightEPS Rev
1M / 3M
Trend Score (8–16 wk)Chart · HealthDaily pattern (info)Weekly pattern (info)DeMark (wkly)
preview
Sluymer
AA AlcoaMetals & MiningMaterialsMaterials0.19%$39.49
+4.6%
+13.0%
0
12
Double top · Conf. +1—TD 9 buy (perf.) · watch entry (latest wk)
No recent call
ADMA ADMA BiologicsBiotechHealth Care0.45%$11.11
0.0%
0.0%
77 ▲
46
——
No recent call
AEVA Aeva TechnologiesRobotics & AIInfo Tech0.40%$8.94
0.0%
-0.1%
0
0
——TD 9 buy (perf.) · watch entry (1w ago)
No recent call
AMD Advanced Micro Devic (watchlist)AI ChipsAI Power Infrastructure+4Info Tech0.81%$483.90
+0.5%
-0.3%
48 ▼
31
——
Held up better; support 480–517, likely bottoming · Oct 27
AMZN Amazon.com (held)AI HyperscalersCloud Computing+4Cons Disc2.48%$250.69
-7.8%
-7.9%
27
52
——
No recent call
ARM Arm Holdings ADRAI ChipsSemiconductorsInfo Tech0.19%$202.49
+0.2%
+0.4%
15
20
——
No recent call
AUR Aurora InnovationRobotics & AICons Disc0.08%$4.27
+1.2%
+1.0%
15
7
——
No recent call
BEAM Beam TherapeuticsGenomicsHealth Care0.10%$26.33
-2.6%
-2.6%
36
26
——
No recent call
BIDU Baidu ADRChina InternetComm Svcs0.19%$76.97
-4.6%
-21.3%
2
11
—Head & shoulders top · Conf.
No recent call
BLTE Belite Bio ADRBiotechHealth Care0.31%$152.17
0.0%
+13.9%
33
22
——
No recent call
BTDR Bitdeer TechnologiesBitcoin Miners / AI HostingBitcoinInfo Tech1.24%$6.92
+2.4%
-13.6%
0
0
——
No recent call
CAI Caris Life SciencesGenomicsBiotechHealth Care0.65%$32.85
-1.6%
0.0%
91
84
——
No recent call
CCC CCC Intelligent SoluSoftwareInfo Tech0.12%$7.68
+0.9%
+0.9%
77
58
Bull flag · Dev.—
No recent call
CDW CDW CorpTechnologyInfo Tech2.01%$149.77
+0.1%
+0.4%
83
58
——
No recent call
CLF Cleveland-CliffsMetals & MiningMaterials0.76%$14.14N/A85
71
——
No recent call
CPNG CoupangRetailEmerging MarketsCons Disc0.89%$15.23
-7.2%
-28.2%
3
27
—Falling wedge · Conf.
No recent call
CRH CRH plcUS InfrastructureMaterialsMaterials1.14%$93.53
-5.0%
-9.1%
30
31
——
No recent call
CVCO Cavco IndustriesHomebuildersCons Disc0.47%$648.27
+7.2%
+7.2%
77 ▲
52
Falling wedge · Conf.—⚠ TD 13 sell (latest wk)
No recent call
CVNA CarvanaRetailConsumer DiscretionaryCons Disc0.19%$71.28
-2.2%
-3.7%
65 ▲
30
Falling wedge · Conf.—
No recent call
DAKT DaktronicsTechnologyInfo Tech0.42%$19.49
+1.4%
+4.9%
45 ▲
32
—Falling wedge · Conf.
No recent call
DAL Delta Air LinesAirlines / TravelIndustrials1.08%$83.28
-4.8%
-19.4%
50 ▲
54
—Bear flag · Dev.
No recent call
DBVT DBV Technologies ADRBiotechHealth Care0.12%$10.11
+4.7%
+4.7%
13
14
——TD 9 buy · watch entry (latest wk)
No recent call
DFTX Definium TherapeuticBiotechHealth Care0.32%$33.41
-1.3%
-6.9%
38
32
——TD 9 buy (perf.) · watch entry (1w ago)
No recent call
DHI D.R. HortonHomebuildersCons Disc0.93%$145.23
-22.7%
-24.4%
47
49
Bull flag · Dev.—
No recent call
DHR DanaherBiotechGenomicsHealth Care0.18%$230.11
+1.0%
+1.0%
83
74
Double bottom · Conf.—
No recent call
ENTG EntegrisAI Semi EquipmentSemiconductorsInfo Tech0.41%$152.76
+11.8%
+12.0%
80 ▲
52
——
No recent call
EQIX Equinix (watchlist)AI Data Center REITsData CentersReal Estate0.37%$1014.40
+5.9%
+3.7%
28
56
——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
FFIV F5 IncCybersecuritySoftwareInfo Tech0.18%$331.15
+0.5%
+0.5%
32 ▼
18
——
No recent call
FLR FluorUS InfrastructureUranium & NuclearIndustrials0.99%$47.99
-0.4%
+3.5%
28
33
——
No recent call
FOX Fox Corp Class BCommunication SvcsComm Svcs0.57%$59.63
+0.6%
+3.7%
57 ▼
49
—Bull flag · Dev.
No recent call
FOXA Fox Corp Class ACommunication SvcsComm Svcs2.21%$67.10
+0.6%
+3.7%
73
50
—Bull flag · Dev.
No recent call
FTAI FTAI AviationAerospace & DefenseIndustrials0.10%$200.74
-1.9%
-3.8%
24
27
Falling wedge · Conf.—TD 9 buy (perf.) · watch entry (2w ago)
No recent call
GGAL Grupo Financiero GalEmerging MarketsFinancialsFinancials0.06%$31.48
+4.2%
-31.5%
0
3
——
No recent call
GLUE Monte Rosa TherapeutBiotechHealth Care0.14%$10.41
+4.0%
+12.6%
13
11
Falling wedge · Conf. +1—
No recent call
GOOGL Alphabet Inc. Class (held)Magnificent 7AI Hyperscalers+1Comm Svcs2.31%$280.03
-0.9%
+2.1%
8
9
Double top · Conf.Bear flag · Dev.
No recent call
HUT Hut 8Bitcoin Miners / AI HostingBitcoinFinancials0.70%$63.75
+9.3%
+12.9%
23
9
——
No recent call
INSM InsmedBiotechHealth Care2.92%$104.44
-6.6%
-6.7%
38
14
——
No recent call
IREN IREN LtdAI NeocloudsBitcoin Miners / AI HostingInfo Tech0.08%$24.46
-17.6%
-193.4%
8
0
——
No recent call
JBS JBS N.V.Consumer StaplesAgribusinessCons Staples0.15%$12.20
+9.5%
-17.7%
8
23
——
No recent call
LIN LindeMaterials ?Materials0.41%$511.55
+0.1%
+0.1%
77
71
—Bear flag · Dev.
No recent call
LLY Eli Lilly (held)GLP-1 / ObesityGenomics+1Health Care0.28%$1409.38
-3.7%
-2.3%
96
73
Double bottom · Conf.Rising wedge · Dev. +1
No recent call
LRCX Lam Research (watchlist)AI Semi EquipmentNanotech+1Info Tech0.36%$230.72
+2.3%
+3.8%
23
10
——
Broke June lows; oversold; resistance 331–357 · Oct 27
NAMS NewAmsterdam PharmaBiotechHealth Care2.00%$19.90
0.0%
+0.3%
3
11
——
No recent call
NTRA NateraBiotechGenomicsHealth Care16.60%$388.63
-3.1%
-5.8%
100
82
——
No recent call
NUVB Nuvation BioBiotechHealth Care0.49%$4.69
-1.0%
-7.5%
13
8
Falling wedge · Conf.—
No recent call
NVTS Navitas SemiconductoSemiconductorsPower Grid / ElectrificationInfo Tech0.11%$8.56
0.0%
+2.6%
13
5
——
No recent call
OLMA Olema PharmaceuticalBiotechHealth Care0.24%$7.35
0.0%
-0.9%
5
9
Double top · Conf. +1—TD 9 buy (perf.) · watch entry (3w ago)
No recent call
PANW Palo Alto Networks (watchlist)CybersecuritySoftwareInfo Tech0.76%$350.20
0.0%
+1.4%
100
44
——
Breaking out of Q3 range; next extension 443 · Sep 29
PCT PureCycle TechnologiClean EnergyMaterialsIndustrials0.42%$3.12
0.0%
-14.3%
5
0
——TD 9 buy (perf.) · watch entry (latest wk)
No recent call
PTGX Protagonist TherapeuBiotechHealth Care0.49%$140.24
-2.3%
+0.6%
77
60
Double top · Dev.—
No recent call
PURR Hyperliquid StrategiHyperliquidCrypto0.44%$10.16N/A90 ▲N/A——
No recent call
Q Qnity ElectronicsAI Semi EquipmentSemiconductorsInfo Tech0.39%$118.89
+0.4%
-0.3%
22
30
——
No recent call
RDDT RedditCommunication SvcsHigh BetaComm Svcs0.19%$96.15
-3.4%
+6.5%
0
0
——
No recent call
RGEN RepligenBiotechHealth Care0.20%$178.27
+0.4%
+0.3%
79
61
Head & shoulders top · Dev.—
No recent call
RIOT Riot PlatformsBitcoin Miners / AI HostingBitcoinInfo Tech0.40%$14.02
+5.2%
+3.6%
0
1
——
No recent call
RKT Rocket CompaniesFintechFinancialsFinancials0.20%$13.81
-7.3%
-10.0%
22
29
——
No recent call
RLAY Relay TherapeuticsBiotechHealth Care0.13%$17.44
-0.1%
-0.8%
38
51
Head & shoulders top · Conf.—
No recent call
RMBS RambusAI MemorySemiconductorsInfo Tech0.44%$88.18
+1.8%
+3.1%
8
15
——
No recent call
ROKU RokuCommunication SvcsComm Svcs0.49%$160.36
+11.9%
+23.7%
92
80
Double bottom · Conf.Bull flag · Dev.
No recent call
RVMD Revolution MedicinesBiotechHealth Care1.44%$194.23
+0.2%
-0.5%
38
64
——
No recent call
RYTM Rhythm PharmaceuticaBiotechGLP-1 / ObesityHealth Care0.43%$86.44
-0.6%
-0.5%
13
14
Falling wedge · Conf.—TD 9 buy · watch entry (latest wk)
No recent call
SCCO Southern CopperCopper MinersMaterials0.41%$173.49
+2.5%
+5.9%
35
25
——
No recent call
SE Sea Ltd ADREmerging MarketsFintechCons Disc2.02%$76.77
-1.7%
+2.5%
0
3
Bear flag · Dev.—TD 9 buy (perf.) · watch entry (latest wk)
No recent call
SKE Skeena ResourcesGold MinersMaterials0.15%$26.81
-10.3%
-11.6%
23
15
Double top · Conf.—
No recent call
SKY Champion HomesHomebuildersCons Disc0.43%$86.37
-0.3%
-0.7%
54 ▲
43
——
No recent call
SOLS Solstice Advanced MaMaterialsMaterials0.11%$61.74
+2.7%
+2.5%
35
39
——
No recent call
STM STMicroelectronicsSemiconductorsInfo Tech4.46%$48.54
-0.9%
-0.5%
28
36
——
No recent call
STX Seagate Technology (watchlist)AI Hard DrivesMemory SemisInfo Tech2.26%$606.38
+10.0%
+13.5%
28
20
——
Holding 50–62% retr.; resistance 957, then 1145 · Sep 29
TBBB BBB FoodsConsumer StaplesEmerging MarketsCons Staples2.32%$62.97
+3.7%
+9.9%
87
88
——TD 9 sell (perf.) (3w ago)
No recent call
TEVA Teva Pharmaceutical Large PharmaHealth Care0.41%$41.91
+0.1%
+2.4%
98
91
——
No recent call
TMO Thermo Fisher ScientBiotechGenomicsHealth Care0.18%$698.34
+0.7%
+0.7%
98
82
——
No recent call
TSM Taiwan Semiconductor (watchlist)AI ChipsBitcoin Miners / AI Hosting+5Info Tech5.40%$404.80
+3.3%
+3.3%
43 ▼
38
——TD 9 sell (perf.) (3w ago)
No recent call
TXG 10x GenomicsGenomicsHealth Care0.30%$65.29
-0.4%
+0.1%
79
31
—Bull flag · Dev.
No recent call
U Unity SoftwareSoftwareInfo Tech0.41%$40.48
-17.9%
-16.2%
38 ▼
37
——
No recent call
UAL United AirlinesAirlines / TravelIndustrials2.07%$107.21
-13.3%
-29.2%
22
28
——
No recent call
UWMC UWM HoldingsFinancialsFinancials0.11%$1.59
-172.7%
n/a
38
23
——
No recent call
VIST Vista Energy ADROil & Gas E&PEmerging MarketsEnergy0.16%$67.92
+7.4%
+7.6%
72
51
——
No recent call
WAB WabtecTransportsIndustrialsIndustrials0.29%$291.78
+1.3%
+1.1%
56
68
Double bottom · Dev.—
No recent call
WVE Wave Life SciencesBiotechGenomicsHealth Care0.02%$3.58
+3.0%
+4.5%
5
13
Falling wedge · Conf.—
No recent call
WWD WoodwardAerospace & DefenseIndustrials0.55%$332.69
+0.1%
+0.2%
8
33
——
No recent call
XENE Xenon PharmaceuticalBiotechHealth Care0.28%$38.23
+0.1%
+0.2%
13
16
Falling wedge · Conf.—
No recent call
YPF YPF ADROil & Gas E&PEmerging MarketsEnergy2.74%$44.81
+44.6%
+430.1%
41
29
Head & shoulders top · Conf.—
No recent call
Holdings source (DFO13F_V1): SEC EDGAR 13F-HR 0001536411-26-000006 (period 2026-06-30, filed 2026-08-14); https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1536411&type=13F. 83 long equity positions, 82 carded (common shares and ADRs; FOXA and FOX are separate share classes), 78.9% of the reported 13F value is carded. Weight = position value ÷ total reported 13F value (all 95 lines, including option lines), so weights do not sum to 100%. A 13F shows US-listed long positions and listed options at quarter end only, filed up to 45 days later; no shorts, cash or non-US listings. Option lines (shown here, not carded): AMZN calls (2.10%), CDW calls (0.67%), INSM calls (2.76%), RSP calls (3.35%), EWZ calls (2.80%), IWM calls (1.90%), META calls (0.54%), SPY calls (1.29%), TSLA calls (1.02%). CUSIPs mapped to tickers with OpenFIGI, each checked against the issuer name. Rebuilt by work_dfo/sync_13f.py when EDGAR shows a new 13F-HR (amendments for the same quarter merged). Sorted A–Z by ticker by default (click any column header to re-sort). Not carded, non-equity / unlisted lines: EWZ (iShares MSCI Brazil ETF) (2.28%, ETF; equity holdings only); ARGT (Global X MSCI Argentina ETF) (0.58%, ETF; equity holdings only); RSP (Invesco S&P 500 Equal Weight ETF) (0.30%, ETF; equity holdings only). Not carded: SNDK (1.52%) (Stephen's standing exclusion). Carded on short history: CAI (72 wks), JBS (73 wks), PURR (48 wks), Q (53 wks), SOLS (54 wks) (under 104 weekly bars: checks that need more history (e.g. the 200-wk and 40-wk SMAs, the 13-month SMA) are left out of both the points earned and the points possible and the Trend score is rescaled to 0–100; Trend N/A under 10 weekly bars or when fewer than 30 points can be computed; the 2-Friday confirmation uses the history that exists). Overlap: held in the portfolio: AMZN, GOOGL, LLY; on the US Watchlist: AMD, EQIX, LRCX, PANW, STX, TSM (tagged in the Stock column). Signal, flags, levels, colours: identical to the US Watchlist (see above); sector benchmark = SPDR sector ETF by the holding’s sector. Cards are on the website only (not in the PDFs) to keep the PDFs under 25 MB.
Columns (Oct 22): Trade Breakdown, Breakout / Breakout Buy Level, Buy Zone and Profit-Taking are no longer table columns; the levels are on each card and in the Trend / Last Price click-through panels. Read across: Trade Breakdown % = where the price sits vs the level (Trend Breakdown, reference only, is on the cards and in the Last Price panel, not in these tables); Breakout / Profit-Taking % = rise needed to reach the level (Friday-close tests). Sluymer column = his most recent explicit call on the name (CB = RBC WM Trend & Cycle Chartbook) and how our read compares; on the website, click a Trend, level or Sluymer cell for how it was derived. Sorted REVIEW (High risk first) → HOLD, then closest to Trend Breakdown. Held names have no verdict column: the HOLD/REVIEW held-position check is shown in the summary boxes at the top, the section header counts and on the cards (not in the Trend column). Profit-Taking (reference) is on the cards, not in the table. ⚠ REVIEW flag (held names, Oct 14 v2 rule): REVIEW = Trend is Down (confirmed) OR Friday close below the 40-wk SMA (Trade Breakdown). High risk · consider trim 50% flag = REVIEW because Trend is Down with score < 30 (the old Est.-Down equivalent) AND the Friday close is below a falling 40-wk SMA (10-yr backtest: avg 26-wk drawdown −13.7% vs −12.4% for all weeks; still a weak exit signal, so a warning only). Trend Score (8–16 wk) = relative strength (30) + structure (30) rescaled to 100: Up ≥ 60, Neutral 45–59, Down < 45, switching only after two consecutive Friday closes (small note under the state = a pending change); descriptive, not a forecast. No flag = HOLD. Trend Breakdown and Profit-Taking are reference only (no flag impact; on the cards). S/R bands (simple): 40-wk SMA, 200-day SMA, 50%/61.8% retracements, 2-yr weekly swing lows/highs and prior breakouts, ATH; clustered within 3%, ≥2 tools per band. Profit-Taking = next band above the Breakout, else the ATH, else none (blue sky). Levels: Breakout = top of first resistance band R1; Profit-Taking (reference) = next resistance band above it; Trade Breakdown = the 40-wk SMA (Friday close below it = flag); Trend Breakdown (reference) = S2 floor, Friday close. Benchmarks: US = S&P 500 + SPDR sector ETF; Canada = S&P/TSX Composite + TSX sector ETF proxy (XFN, XEG, XMA, XGD, XIT, XST; ZIN for industrials; XHC global health care for APTX), in CAD. Opportunity cost (on the cards and in the CSV) = weeks weekly RS has been on its current side of its 16-wk average (relative move over that run). Mapping: GOOG held (Sluymer charts GOOGL); PIM “CCO” in the US book = Cameco, priced via NYSE CCJ; TECK/B → TECK-B.TO; BBD/B → BBD-B.TO; CTVA spin-adjusted for the Vylor spin. Carded on short history: VYLR (5 wks, Trend N/A), APTX (21 wks) (under 104 weekly bars: checks that need more history (e.g. the 200-wk and 40-wk SMAs, the 13-month SMA) are left out of both the points earned and the points possible and the Trend score is rescaled to 0–100; Trend N/A under 10 weekly bars or when fewer than 30 points can be computed; the 2-Friday confirmation uses the history that exists). Failed: none. Rule-based demo inspired by Robert Sluymer's published framework; not RBC research or advice. Data: Yahoo Finance (unadjusted). Weights: Portfolio Dashboard (PIM 11/2 EOD, read-only).
ETFs: VOO, GLD, SLV, MTUM, CIBR, XLV, RSPR and XIC are carded inline with an ETF tag. VOO’s relative strength uses RSP (S&P equal weight); XIC’s uses an equal-weight S&P/TSX proxy (~213 Composite members). GLD/SLV breadth is set neutral. Last Price panel (website): click a Last Price for its 1D / 1M (21 trading days) / YTD % change and the reference closes (price-only, excluding dividends). Last Price / Unrealized G/L: Last Price = the as-of close used on each card (Oct 30; CAD for Canadian names). Unrealized G/L = Last Price vs PIM cost basis (11/2), i.e. (Last Price ÷ PIM unit cost − 1); dollar G/L is in the CSV. Cost from the PIM+BBG 11/2 EOD email (“BBG EOD 11.02.2026”; USPIMdata.csv / CADPIMdata.csv). EPS Rev: BBG file PortfolioDashboardBBG_2026-11-03_1430.xlsx (11/3 14:30). * = dashboard cost override (CTVA $11.11/sh, post-Vylor spin split). PIM's own unrealized figure (marked at its 11/2 snapshot price) is in the CSV only. Cost coverage: all 51 carded names.
Level colours (Trade Breakdown): red = level broken (Friday close or last price below the level); amber = price within 3% above the level; Trade Breakdown (40-wk SMA) drives the REVIEW flag; Trend Breakdown is reference only and does not change it. (%) = Last Price ÷ level − 1 (negative = price is below the level). Breakout / Profit-Taking % = rise needed to reach the level.

DeMark (wkly) — PREVIEW: Published-rules logic (Perl), not official Bloomberg DeMark; counts may differ by a bar. Shows the latest weekly TD Setup 9 / Countdown 13 in the last 4 weekly bars; ⚠ = sell exhaustion with 40-wk trend Down/Neutral (backtested as the useful case); sells in Up trends shown grey.