SURVYR
Research model · hand-picked
‹ Portfolios

SURVYR. Long Book

For information only · Important disclosures

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

Return over
+1.6%
SPY +0.3% Live
1D
+1.6%
Live
1W
+0.7%
Live
Incep.
+0.7%
Live
Model page ›Prices as of Oct 28, 202628 holdings
|
i
+64.13%
Total return this year
Consolidated across 28 holdings · SPY +14.14% (+49.99% vs SPY)
0.00% +50.00% +100.00%
Running returns Live
From the Oct 21, 2026 close · through Oct 27, 2026
PeriodSURVYR. Long BookS&P 500 (SPY)Difference
1D+2.9%+0.6%+2.3 pts
YTD-0.9%-0.4%-0.4 pts
Since start-0.9%-0.4%-0.4 pts
How it's measured · not investment advice

The published weights, held from the Oct 21, 2026 close and reset only at dated rebalances, valued at delayed daily closes (Yahoo Finance). No backtest figures. In the first year, YTD counts from the start close. Before fees, taxes and trading costs. Research only, not investment advice; SURVYR. doesn't manage money. Not yet: 1W, 1M, 3M, 6M, 1Y, until the live record is that long.

Models can be wrong; holdings may be aggressive, speculative or out of date.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

Live since inception vs SPY

Published Oct 1, 2025 · performance tracked from Oct 21, 2026 close

-5.4%-3.8%-2.3%-0.8%+0.7%Oct 21Oct 28Oct 24
PortfolioSPY
/

SURVYR. Long Book · Allocation Pie

28 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

ARGX (argenx SE): 5.18% HWM (Howmet Aerospace): 4.86% TGTX (TG Therapeutics, Inc.): 4.86% NVDA (Nvidia): 4.58% SNPS (Synopsys): 4.57% AMZN (Amazon): 4.54% ANET (Arista Networks): 4.54% VST (Vistra Corp.): 4.35% CEG (Constellation Energy): 4.33% EXE (Expand Energy): 4.33% +18 More (TLN, TSM, XEL, MRVL, SEI, AMD…): 53.86% Information Technology: 20.07% Technology: 16.39% Healthcare: 12.37% Industrials: 9.86% Energy: 9.83% Energy & Power: 8.68% Health Care: 4.86% Consumer Discretionary: 4.54% Nuclear & Baseload Power: 4.33% Utilities: 4.07% Industrials & Aerospace: 2.50% Communication Services: 2.50% 100% 28 POSITIONS
Top weight: ARGX (5.2%) · Lead sleeve: Information Technology (20.1%)
5.2%
Healthcare
HWM
HWM
4.9%
Industrials
4.9%
Health Care
4.6%
Technology
4.6%
Information Technology
4.5%
Consumer Discretionary
4.5%
Technology
VST
VST
4.3%
Energy & Power
CEG
CEG
4.3%
Energy & Power
EXE
EXE
4.3%
Energy
+18 More
+18 More
53.9%
Diversified
Information Technology
6 holdings: SNPS, MRVL, MU, QCOM, SMTC…
20.1%
Technology
4 holdings: NVDA, ANET, TSM, AMD
16.4%
Healthcare
4 holdings: ARGX, BEAM, RVMD, VRDN
12.4%
Industrials
3 holdings: HWM, BE, SPCX
9.9%
Energy
3 holdings: EXE, SEI, VG
9.8%
Energy & Power
2 holdings: VST, CEG
8.7%
Health Care
1 holding: TGTX
4.9%
Consumer Discretionary
1 holding: AMZN
4.5%
Nuclear & Baseload Power
1 holding: TLN
4.3%
Utilities
1 holding: XEL
4.1%
Industrials & Aerospace
1 holding: FTAI
2.5%
Communication Services
1 holding: NBIS
2.5%

Holdings (28)

NVDA Nvidia 4.6%
-1.2% today
Information Technology · $215.38 · 1M -5.9% · 1Y +7.4% · stock page →
Why it's in the model

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

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

SNPS Synopsys 4.6%
+1.6% today
Information Technology · $481.89 · 1M +15.4% · 1Y +5.5% · stock page →
Why it's in the model

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

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

ARGX argenx SE 5.2%
+1.1% today
Healthcare · $891.76 · 1M -8.3% · 1Y +6.6% · stock page →
Why it's in the model

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

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

HWM Howmet Aerospace 4.9%
+1.7% today
Industrials · $195.19 · 1M -14.5% · 1Y -2.7% · stock page →
Why it's in the model

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

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

TGTX TG Therapeutics, Inc. 4.9%
+1.7% today
Health Care · $57.40 · 1M +2.2% · 1Y +66.1% · stock page →
Why it's in the model

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

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

ANET Arista Networks 4.5%
-0.1% today
Information Technology · $186.72 · 1M -8.9% · 1Y +19.1% · stock page →
Why it's in the model

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

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

AMZN Amazon 4.5%
+0.6% today
Consumer Discretionary · $254.60 · 1M +3.4% · 1Y +11.1% · stock page →
Why it's in the model

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

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

VST Vistra Corp. 4.3%
-2.7% today
Utilities · $142.72 · 1M +3.4% · 1Y -24.7% · stock page →
Why it's in the model

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

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

TLN Talen Energy 4.3%
+0.6% today
Utilities · $347.75 · 1M +14.6% · 1Y -11.7% · stock page →
Why it's in the model

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

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

CEG Constellation Energy 4.3%
-0.3% today
Utilities · $258.08 · 1M -0.9% · 1Y -32.6% · stock page →
Why it's in the model

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

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

EXE Expand Energy 4.3%
-3.2% today
Energy · $91.57 · 1M +7.3% · 1Y -7.3% · stock page →
Why it's in the model

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

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

TSM Taiwan Semiconductor Mfg. 4.3%
+0.6% today
Technology · $439.51 · 1M -3.0% · 1Y +47.3% · stock page →
Why it's in the model

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

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

XEL Xcel Energy 4.1%
-1.2% today
Utilities · $77.18 · 1M +11.2% · 1Y -0.3% · stock page →
Why it's in the model

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

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

MRVL Marvell Technology 4.0%
+3.3% today
Information Technology · $251.65 · 1M -0.1% · 1Y +185.0% · stock page →
Why it's in the model

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

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

SEI Solaris Energy Infrastructure, Inc. 3.5%
+5.6% today
Energy · $68.97 · 1M -0.3% · 1Y +40.3% · stock page →
Why it's in the model

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

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

QCOM Qualcomm 3.0%
-0.7% today
Information Technology · $182.97 · 1M -2.4% · 1Y +3.2% · stock page →
Why it's in the model

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

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

MU Micron Technology 3.0%
+5.9% today
Information Technology · $983.23 · 1M -6.7% · 1Y +343.6% · stock page →
Why it's in the model

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

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

AMD Advanced Micro Devices 3.0%
+3.2% today
Information Technology · $578.44 · 1M -4.8% · 1Y +124.2% · stock page →
Why it's in the model

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

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

SMTC Semtech 3.0%
+1.8% today
Information Technology · $146.97 · 1M -15.9% · 1Y +108.6% · stock page →
Why it's in the model

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

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

RVMD Revolution Medicines, Inc. 2.5%
+1.3% today
Healthcare · $188.72 · 1M -6.5% · 1Y +224.4% · stock page →
Why it's in the model

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

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

BEAM Beam Therapeutics Inc. 2.5%
+15.6% today
Healthcare · $28.78 · 1M +18.8% · 1Y +8.9% · stock page →
Why it's in the model

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

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

FTAI FTAI Aviation Ltd. 2.5%
+5.3% today
Industrials & Aerospace · $167.14 · 1M +0.0% · 1Y -6.1% · stock page →
Why it's in the model

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

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

NBIS Nebius Group N.V. 2.5%
+7.0% today
Communication Services · $182.34 · 1M -21.4% · 1Y +49.7% · stock page →
Why it's in the model

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

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

BE Bloom Energy 2.5%
+4.4% today
Industrials · $228.08 · 1M -13.2% · 1Y +101.3% · stock page →
Why it's in the model

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

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

SPCX Space Exploration Technologies 2.5%
-2.3% today
Industrials · $145.23 · 1M -0.2% · 1Y – · stock page →
Why it's in the model

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

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

STX Seagate Technology 2.5%
+4.5% today
Information Technology · $697.97 · 1M -24.3% · 1Y +214.8% · stock page →
Why it's in the model

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

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

VRDN Viridian Therapeutics, Inc. 2.2%
+0.7% today
Healthcare · $24.27 · 1M +18.0% · 1Y +4.7% · stock page →
Why it's in the model

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

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

VG Venture Global, Inc. 2.0%
+3.9% today
Energy · $14.35 · 1M +11.3% · 1Y +54.1% · stock page →
Why it's in the model

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

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

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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