TRACKERS

Investment Trackers

Watchlists, sector tracking and a calendar built to keep your positioning honest — filter by sector to focus your view.

INVESTMENT TRACKERS

Live Watchlist Board

Ticker	Company	Sector	Price	Change
NVLX	Nova Logic Corp.	Technology	$142.18	+8.24%
MRDN	Meridian Regional Bancorp	Financials	$58.42	+2.11%
HRZN	Horizon Biotech	Healthcare	$91.03	+5.38%
SNDF	Summit Drilling Co.	Energy	$34.77	-4.81%
BRGT	Brightline Semiconductor	Technology	$276.90	+6.71%
CSTL	Castellan Capital Group	Financials	$112.64	-0.86%

SECTOR WATCH

Sector Rotation Signals

Technology

Overweight

Momentum remains intact, though breadth within the sector is narrowing.

Financials

Overweight

Net interest margin recovery continues to outpace consensus estimates.

Energy

Underweight

Crude price softness is weighing on near-term earnings revisions.

Healthcare

Neutral

Defensive characteristics balanced against policy-driven pricing risk.

Industrials

Neutral

Backlogs remain strong, but input-cost pressure bears watching.

Real Estate

Underweight

Rate sensitivity keeps the group vulnerable to any hawkish surprise.

WATCHLISTS

Curated Watchlists

Growth Leaders

18 names Â· Updated weekly

+12.4% YTD

Dividend Compounders

24 names Â· Updated weekly

+7.1% YTD

Small-Cap Momentum

15 names Â· Updated weekly

+15.9% YTD

MARKET CALENDAR

This Week's Catalysts

CPI Report Tue, 8:30 AM ET

Fed Minutes Wed, 2:00 PM ET

Retail Sales Thu, 8:30 AM ET

Consumer Sentiment Fri, 10:00 AM ET

PERFORMANCE DASHBOARD

Model Portfolio Snapshot

Portfolio Value

$1,284,920

YTD Return

+16.3%

Benchmark (S&P 500)

+14.9%

Sharpe Ratio

1.42