SURVYR
Systematic model
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New Highs Growth

For information only · Important disclosures

25 growing US companies worth $1B+ trading near their 52-week highs, spread across AI infrastructure, biotech, pharma, software and energy. Rebalanced monthly.

Return over
+2.3%
SPY +0.6% Live
1D
+2.3%
Live
1W
+2.8%
Live
Incep.
+2.8%
Live
Hypothetical backtest of today's weights
1M
+4.1%
3M
+16.0%
6M
+42.8%
YTD
+95.6%
1Y
+112.6%
Live figures count from the live start (Oct 20, 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 27, 202625 holdings
|
i
+47.74%
Total return this year
Consolidated across 25 holdings · SPY +13.75% (+33.99% vs SPY)
0.00% +32.50% +65.00%
Running returns Live
From the Oct 20, 2026 close · through Oct 26, 2026
PeriodNew Highs GrowthS&P 500 (SPY)Difference
1D+1.6%+0.7%+0.9 pts
YTD+0.5%-0.5%+1.0 pts
Since start+0.5%-0.5%+1.0 pts
How it's measured · not investment advice

The published weights, held from the Oct 20, 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Models can be wrong; holdings may be aggressive, speculative or out of date.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 20, 2026 close

-1.4%-0.3%+0.7%+1.8%+2.8%Oct 20Oct 27Oct 23
PortfolioSPY

Look-back Backtested

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

-5%+30%+65%+100%+135%Oct 2025Oct 2026Apr 2026
Today's weights, held 1YSPY
/

New Highs Growth · Allocation Pie

25 positions · 100%

Interactive weighting by individual position or sector/asset sleeve

APH (Amphenol): 4.00% CGON (CG Oncology, Inc.): 4.00% CRWD (CrowdStrike): 4.00% DDOG (Datadog): 4.00% DELL (Dell Technologies): 4.00% DGII (Digi International Inc.): 4.00% DINO (HF Sinclair): 4.00% ETON (Eton Pharmaceuticals, Inc.): 4.00% FTNT (Fortinet): 4.00% JAZZ (Jazz Pharmaceuticals): 4.00% +15 More (JNJ, KNSA, KOD, LFUS, LITE, NATL…): 60.00% Healthcare: 32.00% Information Technology: 28.00% Health Care: 16.00% Technology: 8.00% Energy: 8.00% Financials: 4.00% Industrials: 4.00% 100% 25 POSITIONS
Top weight: APH (4.0%) · Lead sleeve: Healthcare (32.0%)
APH
APH
4.0%
Information Technology
4.0%
Healthcare
4.0%
Technology
4.0%
Information Technology
4.0%
Information Technology
4.0%
Information Technology
4.0%
Energy
4.0%
Healthcare
4.0%
Information Technology
4.0%
Health Care
+15 More
+15 More
60.0%
Diversified
Healthcare
8 holdings: CGON, ETON, KNSA, KOD, PRAX…
32.0%
Information Technology
7 holdings: APH, DDOG, DELL, DGII, FTNT…
28.0%
Health Care
4 holdings: JAZZ, JNJ, ROIV, SUPN
16.0%
Technology
2 holdings: CRWD, PANW
8.0%
Energy
2 holdings: DINO, PARR
8.0%
Financials
1 holding: NATL
4.0%
Industrials
1 holding: NVT
4.0%

Holdings (25)

PRAX Praxis Precision Medicines, Inc 4.0%
+0.1% today
Healthcare · $267.59 · 1M -4.7% · 1Y +43.9% · stock page →
Why it's in the model

Qualified on Biotech, -25% from 52-week high, biotech, price-only entry, 12-1 momentum +569%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

LITE Lumentum 4.0%
+5.9% today
Information Technology · $866.18 · 1M -8.0% · 1Y +346.9% · stock page →
Why it's in the model #1 of 589

Qualified on AI Infrastructure, -8% from 52-week high, revenue +109% y/y, 12-1 momentum +463%. Ranked 1st of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

RVMD Revolution Medicines, Inc. 4.0%
+1.3% today
Healthcare · $186.22 · 1M -9.1% · 1Y +221.1% · stock page →
Why it's in the model #3 of 589

Qualified on Biotech, -7% from 52-week high, biotech, price-only entry, 12-1 momentum +346%. Ranked 3rd of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

RLAY Relay Therapeutics, Inc. 4.0%
+4.0% today
Healthcare · $18.84 · 1M +7.8% · 1Y +155.3% · stock page →
Why it's in the model

Qualified on Biotech, -13% from 52-week high, biotech, price-only entry, 12-1 momentum +254%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

DELL Dell Technologies 4.0%
+7.5% today
Information Technology · $501.96 · 1M -10.7% · 1Y +212.8% · stock page →
Why it's in the model

Qualified on AI Infrastructure, -9% from 52-week high, held: still within 25% of its high, 12-1 momentum +245%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

ETON Eton Pharmaceuticals, Inc. 4.0%
+2.0% today
Healthcare · $51.16 · 1M -11.3% · 1Y +176.8% · stock page →
Why it's in the model

Qualified on Pharma, -20% from 52-week high, revenue +99% y/y, 12-1 momentum +169%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

KOD Kodiak Sciences Inc 4.0%
+1.9% today
Healthcare · $91.32 · 1M +182.3% · 1Y +385.0% · stock page →
Why it's in the model #8 of 589

Qualified on Biotech, +0% from 52-week high, biotech, price-only entry, 12-1 momentum +136%. Ranked 8th of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

ROIV Roivant Sciences 4.0%
+1.4% today
Health Care · $36.54 · 1M +2.1% · 1Y +94.3% · stock page →
Why it's in the model

Qualified on Biotech, -13% from 52-week high, biotech, price-only entry, 12-1 momentum +129%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

PARR Par Pacific Holdings, Inc. 4.0%
-10.4% today
Energy · $74.53 · 1M -3.8% · 1Y +82.4% · stock page →
Why it's in the model #12 of 589

Qualified on Energy & Power, -6% from 52-week high, revenue +57% y/y, 12-1 momentum +123%. Ranked 12th of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 10th.

SEPN Septerna, Inc. 4.0%
+6.7% today
Healthcare · $44.14 · 1M +16.9% · 1Y +95.1% · stock page →
Why it's in the model

Qualified on Pharma, -19% from 52-week high, revenue +22376% y/y, 12-1 momentum +110%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

KNSA Kiniksa Pharmaceuticals Interna 4.0%
+22.2% today
Healthcare · $89.20 · 1M +18.8% · 1Y +119.7% · stock page →
Why it's in the model

Qualified on Pharma, -8% from 52-week high, held: still within 25% of its high, 12-1 momentum +103%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

DGII Digi International Inc. 4.0%
+3.4% today
Information Technology · $78.85 · 1M +0.7% · 1Y +105.9% · stock page →
Why it's in the model

Qualified on AI Infrastructure, -11% from 52-week high, revenue +29% y/y, 12-1 momentum +102%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

FTNT Fortinet 4.0%
+0.9% today
Information Technology · $185.00 · 1M +6.7% · 1Y +116.9% · stock page →
Why it's in the model #16 of 589

Qualified on Software, +0% from 52-week high, revenue +26% y/y, 12-1 momentum +102%. Ranked 16th of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 5th.

DINO HF Sinclair 4.0%
-8.8% today
Energy · $114.21 · 1M +6.9% · 1Y +115.4% · stock page →
Why it's in the model #17 of 589

Qualified on Energy & Power, -8% from 52-week high, revenue +53% y/y, 12-1 momentum +100%. Ranked 17th of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 6th.

JAZZ Jazz Pharmaceuticals 4.0%
+0.5% today
Health Care · $206.78 · 1M -13.1% · 1Y +48.4% · stock page →
Why it's in the model

Qualified on Pharma, -12% from 52-week high, held: still within 25% of its high, 12-1 momentum +94%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

CGON CG Oncology, Inc. 4.0%
+2.2% today
Healthcare · $62.94 · 1M -6.3% · 1Y +42.1% · stock page →
Why it's in the model

Qualified on Biotech, -12% from 52-week high, biotech, price-only entry, 12-1 momentum +92%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

CRWD CrowdStrike 4.0%
+2.4% today
Information Technology · $268.02 · 1M +6.3% · 1Y +102.4% · stock page →
Why it's in the model #21 of 589

Qualified on Software, +0% from 52-week high, revenue +26% y/y, 12-1 momentum +89%. Ranked 21st of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 8th.

PANW Palo Alto Networks 4.0%
+2.9% today
Information Technology · $401.70 · 1M +7.2% · 1Y +82.4% · stock page →
Why it's in the model #22 of 589

Qualified on Software, +0% from 52-week high, revenue +34% y/y, 12-1 momentum +87%. Ranked 22nd of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 17th.

DDOG Datadog 4.0%
+0.2% today
Information Technology · $280.82 · 1M +4.7% · 1Y +78.2% · stock page →
Why it's in the model #28 of 589

Qualified on Software, -5% from 52-week high, revenue +36% y/y, 12-1 momentum +63%. Ranked 28th of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 21st.

LFUS Littelfuse 4.0%
+5.2% today
Information Technology · $383.00 · 1M -10.8% · 1Y +42.2% · stock page →
Why it's in the model

Qualified on AI Infrastructure, -13% from 52-week high, revenue +19% y/y, 12-1 momentum +61%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

NVT nVent Electric plc 4.0%
+4.1% today
Industrials · $134.53 · 1M -18.0% · 1Y +30.3% · stock page →
Why it's in the model

Qualified on Energy & Power, -13% from 52-week high, earnings +97% y/y, 12-1 momentum +57%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

JNJ Johnson & Johnson 4.0%
+0.9% today
Health Care · $268.73 · 1M -0.9% · 1Y +44.4% · stock page →
Why it's in the model

Qualified on Pharma, -5% from 52-week high, held: still within 25% of its high, 12-1 momentum +50%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

APH Amphenol 4.0%
+3.9% today
Information Technology · $78.21 · 1M -7.0% · 1Y +15.9% · stock page →
Why it's in the model #54 of 589

Qualified on AI Infrastructure, -4% from 52-week high, earnings +62% y/y, 12-1 momentum +32%. Ranked 54th of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

NATL NCR Atleos 4.0%
-1.2% today
Financials · $46.44 · 1M +0.8% · 1Y +21.8% · stock page →
Why it's in the model #68 of 589

Qualified on AI Infrastructure, -6% from 52-week high, earnings +44% y/y, 12-1 momentum +18%. Ranked 68th of 589 at the 2026-09-30 rebalance.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it ranks 68th.

SUPN Supernus Pharmaceuticals, Inc. 4.0%
+0.5% today
Health Care · $40.96 · 1M -4.0% · 1Y -22.3% · stock page →
Why it's in the model

Qualified on Pharma, -24% from 52-week high, held: still within 25% of its high, 12-1 momentum -7%.

What would knock it out: Drops out if it falls outside the top 25 at the next rebalance (Oct 30). In the latest preview (2026-10-26) it is outside the top 25.

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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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