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Momentum Top 15

For information only · Important disclosures

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

Return over
+3.0%
SPY +0.7% Live
1D
+3.0%
Live
1W
-3.2%
Live
Incep.
-0.2%
Live
Hypothetical backtest of today's weights
1M
-18.5%
3M
+9.9%
6M
+24.2%
YTD
+171.6%
1Y
+227.6%
Live figures count from the live start (Oct 18, 2026). The hypothetical backtest holds today's weights over past periods; it is not this portfolio's actual history.
Model page ›Prices as of Oct 26, 202615 holdings
|
i
+120.17%
Total return this year
Consolidated across 15 holdings · SPY +13.11% (+107.06% vs SPY)
0.00% +102.50% +205.00%
Running returns Live
From the Oct 16, 2026 close · through Oct 26, 2026
PeriodMomentum Top 15S&P 500 (SPY)Difference
1D+3.0%+0.7%+2.3 pts
1W-3.2%-0.1%-3.1 pts
YTD-0.2%+0.3%-0.5 pts
Since start-0.2%+0.3%-0.5 pts
How it's measured · not investment advice

The published weights, held from the Oct 16, 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: 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Models can be wrong; holdings may be aggressive, speculative or out of date.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 16, 2026 close

-3%-1%+2%+5%+7%Oct 16Oct 26Oct 21
PortfolioSPY

Look-back Backtested

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

-5%+83%+170%+258%+346%Oct 2025Oct 2026Apr 2026
Today's weights, held 1YSPY
/

Momentum Top 15 · Allocation Pie

15 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

AMD (Advanced Micro Devices): 6.67% BE (Bloom Energy): 6.67% CIEN (Ciena): 6.67% COHR (Coherent Corp.): 6.67% DELL (Dell Technologies): 6.67% INTC (Intel): 6.67% LITE (Lumentum): 6.67% MRNA (Moderna): 6.67% MRVL (Marvell Technology): 6.67% MU (Micron Technology): 6.67% +5 More (SNDK, STX, TER, TWLO, WDC): 33.35% Information Technology: 73.37% Technology: 6.67% Industrials: 6.67% Fiber, EPC & Optical: 6.67% Health Care: 6.67% 100% 15 POSITIONS
Top weight: AMD (6.7%) · Lead sleeve: Information Technology (73.4%)
AMD
AMD
6.7%
Technology
BE
BE
6.7%
Industrials
6.7%
Fiber, EPC & Optical
6.7%
Information Technology
6.7%
Information Technology
6.7%
Information Technology
6.7%
Information Technology
6.7%
Health Care
6.7%
Information Technology
MU
MU
6.7%
Information Technology
+5 More
+5 More
33.4%
Diversified
Information Technology
11 holdings: COHR, DELL, INTC, LITE, MRVL…
73.4%
Technology
1 holding: AMD
6.7%
Industrials
1 holding: BE
6.7%
Fiber, EPC & Optical
1 holding: CIEN
6.7%
Health Care
1 holding: MRNA
6.7%

Holdings (15)

SNDK Sandisk 6.7%
+1.4% today
Information Technology · $1,255.58 · 1M -29.4% · 1Y +574.5% · stock page →
Why it's in the model #1 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 1st.

MU Micron Technology 6.7%
+3.0% today
Information Technology · $903.70 · 1M -16.5% · 1Y +313.1% · stock page →
Why it's in the model #2 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 4th.

LITE Lumentum 6.7%
+8.2% today
Information Technology · $818.10 · 1M -13.1% · 1Y +356.3% · stock page →
Why it's in the model #3 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 3rd.

MRNA Moderna 6.7%
-0.6% today
Health Care · $198.85 · 1M -0.0% · 1Y +643.6% · stock page →
Why it's in the model #4 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 2nd.

WDC Western Digital 6.7%
+3.6% today
Information Technology · $356.13 · 1M -22.0% · 1Y +175.7% · stock page →
Why it's in the model #5 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 7th.

STX Seagate Technology 6.7%
+2.2% today
Information Technology · $644.21 · 1M -29.7% · 1Y +176.8% · stock page →
Why it's in the model #6 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 5th.

DELL Dell Technologies 6.7%
+2.3% today
Information Technology · $467.09 · 1M -16.9% · 1Y +197.5% · stock page →
Why it's in the model #7 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 6th.

AMD Advanced Micro Devices 6.7%
+2.8% today
Information Technology · $531.28 · 1M -15.8% · 1Y +110.1% · stock page →
Why it's in the model #8 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 11th.

INTC Intel 6.7%
+4.0% today
Information Technology · $90.47 · 1M -26.4% · 1Y +136.3% · stock page →
Why it's in the model #9 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 8th.

CIEN Ciena 6.7%
+4.9% today
Information Technology · $335.93 · 1M -5.9% · 1Y +87.6% · stock page →
Why it's in the model #10 of 499

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

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

COHR Coherent Corp. 6.7%
+5.8% today
Information Technology · $221.50 · 1M -25.1% · 1Y +71.3% · stock page →
Why it's in the model #11 of 499

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

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

TER Teradyne 6.7%
+0.0% today
Information Technology · $309.00 · 1M -22.4% · 1Y +114.6% · stock page →
Why it's in the model #12 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 14th.

MRVL Marvell Technology 6.7%
+2.3% today
Information Technology · $233.78 · 1M -10.7% · 1Y +178.3% · stock page →
Why it's in the model #13 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 9th.

BE Bloom Energy 6.7%
+5.5% today
Industrials · $203.92 · 1M -29.4% · 1Y +84.7% · stock page →
Why it's in the model #14 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 19th.

TWLO Twilio 6.7%
+0.7% today
Information Technology · $263.65 · 1M -4.4% · 1Y +134.2% · stock page →
Why it's in the model #15 of 499

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

What would knock it out: Drops out if it falls outside the top 15 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 17th.

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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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Coteau 0.9 · Oct 21, 2026