Stats for 2026-05-29 (5th week of the Month)

Stats for 2026-05-29 (5th week of the Month)

List creation date: 2026-05-29

Median MarketCap: 40127

69.8% stocks on Nasdaq; 30.2% stocks on NYSE/Amex

Sector
Information Technology	60%
Financials	13%
Industrials	11%
Materials	5%
Health Care	5%
Communication Services	2%
Energy	2%
Consumer Discretionary	2%
Consumer Staples	2%

Industry
Semiconductors & Semi	25%
Electronic Equipment,	21%
Capital Markets	6%
Software	6%
Metals & Mining	5%
Technology Hardware,	5%
Pharmaceuticals	5%
Banks	3%
Communications Equipm	3%
Electrical Equipment	3%
Machinery	2%
Professional Services	2%
Broadline Retail	2%
Beverages	2%
Aerospace & Defense	2%
Building Products	2%
Construction & Engine	2%
Oil, Gas & Consumable	2%
Financial Services	2%
Consumer Finance	2%
Entertainment	2%

Country
United States	83%
Canada	5%
Taiwan	3%
United Kingdom	3%
Cayman Islands	2%
Ireland	2%
Netherlands	2%
Singapore	2%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	AVGO	Semiconductors & Semi	Information Technology	2019715	US	Broadcom
3.96	TSM	Semiconductors & Semi	Information Technology	1891580	Taiwan	Taiwan Semiconductor Manufactu
3.96	MU	Semiconductors & Semi	Information Technology	1041485	US	Micron Technology,
3.96	AMD	Semiconductors & Semi	Information Technology	844798	US	Advanced Micro Devices,
3.96	ASML	Semiconductors & Semi	Information Technology	620953	Netherlands	ASML Holding N.V.
3.96	ARM	Semiconductors & Semi	Information Technology	358095	United Kingdom	Arm Holdings plc
3.96	ASX	Semiconductors & Semi	Information Technology	87454	Taiwan	ASE Technology Holding, Lt
3.96	CRDO	Semiconductors & Semi	Information Technology	41012	Cayman Islands	Credo Technology Group Holding
3.92	MRVL	Semiconductors & Semi	Information Technology	179115	US	Marvell Technology,
3.92	ALAB	Semiconductors & Semi	Information Technology	59851	US	Astera Labs,
3.92	MKSI	Semiconductors & Semi	Information Technology	21844	US	MKS
3.88	LRCX	Semiconductors & Semi	Information Technology	397682	US	Lam Research
3.88	ADI	Semiconductors & Semi	Information Technology	204094	US	Analog Devices,
3.84	KLAC	Semiconductors & Semi	Information Technology	251802	US	KLA
3.84	MPWR	Semiconductors & Semi	Information Technology	80238	US	Monolithic Power Systems,
3.80	AMAT	Semiconductors & Semi	Information Technology	356871	US	Applied Materials,
3.96	SNX	Electronic Equipment,	Information Technology	19794	US	TD SYNNEX
3.96	KN	Electronic Equipment,	Information Technology	3249	US	Knowles
3.92	CLS	Electronic Equipment,	Information Technology	40127	Canada	Celestica
3.92	TTMI	Electronic Equipment,	Information Technology	19501	US	TTM Technologies,
3.92	CGNX	Electronic Equipment,	Information Technology	10985	US	Cognex
3.92	UMAC	Electronic Equipment,	Information Technology	1414	US	Unusual Machines,
3.88	GLW	Electronic Equipment,	Information Technology	157471	US	Corning
3.88	COHR	Electronic Equipment,	Information Technology	73746	US	Coherent.
3.84	JBL	Electronic Equipment,	Information Technology	38366	US	Jabil
3.84	SANM	Electronic Equipment,	Information Technology	14109	US	Sanmina
3.84	ARW	Electronic Equipment,	Information Technology	11045	US	Arrow Electronics,
3.84	PLXS	Electronic Equipment,	Information Technology	7168	US	Plexus.
3.80	FLEX	Electronic Equipment,	Information Technology	53070	US	Flex Ltd.
3.96	FTNT	Software	Information Technology	95025	US	Fortinet,
3.88	DDOG	Software	Information Technology	80177	US	Datadog,
3.80	CDNS	Software	Information Technology	103114	US	Cadence Design Systems,
3.80	BB	Software	Information Technology	5120	Canada	BlackBerry Limited
3.96	DELL	Technology Hardware,	Information Technology	205946	US	Dell Technologies
3.96	STX	Technology Hardware,	Information Technology	197483	Singapore	Seagate Technology Holdings pl
3.92	WDC	Technology Hardware,	Information Technology	183088	US	Western Digital
3.92	CSCO	Communications Equipm	Information Technology	467612	US	Cisco Systems,
3.92	DGII	Communications Equipm	Information Technology	2572	US	Digi International
3.88	MS	Capital Markets	Financials	321435	US	Morgan Stanley
3.84	IBKR	Capital Markets	Financials	37024	US	Interactive Brokers Group,
3.80	STT	Capital Markets	Financials	43621	US	State Street
3.80	NTRS	Capital Markets	Financials	31153	US	Northern Trust
3.96	CARE	Banks	Financials	599	US	Carter Bankshares,
3.92	BMO	Banks	Financials	112740	Canada	Bank of Montreal
3.96	PAYS	Financial Services	Financials	402	US	Paysign,
3.92	DAVE	Consumer Finance	Financials	3418	US	Dave
3.96	VICR	Electrical Equipment	Industrials	15593	US	Vicor
3.92	NVT	Electrical Equipment	Industrials	26663	United Kingdom	nVent Electric plc
3.88	ATRO	Aerospace & Defense	Industrials	3149	US	Astronics
3.88	AAON	Building Products	Industrials	11653	US	AAON,
3.96	STRL	Construction & Engine	Industrials	25867	US	Sterling Infrastructure,
3.80	HLIO	Machinery	Industrials	2744	US	Helios Technologies,
3.80	INOD	Professional Services	Industrials	3244	US	Innodata
3.88	STLD	Metals & Mining	Materials	37604	US	Steel Dynamics,
3.88	VOXR	Metals & Mining	Materials	397	US	Vox Royalty.
3.80	NUE	Metals & Mining	Materials	56776	US	Nucor
3.96	LQDA	Pharmaceuticals	Health Care	5516	US	Liquidia
3.84	JAZZ	Pharmaceuticals	Health Care	14768	Ireland	Jazz Pharmaceuticals plc
3.84	ETON	Pharmaceuticals	Health Care	873	US	Eton Pharmaceuticals,
3.80	DINO	Oil, Gas & Consumable	Energy	12306	US	HF Sinclair
3.92	AMZN	Broadline Retail	Consumer Discretionary	2947448	US	Amazon.com,
3.84	MNST	Beverages	Consumer Staples	86055	US	Monster Beverage
3.92	ROKU	Entertainment	Communication Services	19361	US	Roku,

---

0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
4%	ADI	ANALOG DEVICES	ADI		Information Technology	1	$413.9	3.9%	$413.85
5%	AMD	ADVANCED MICRO DEVICES	AMD		Information Technology	1	$516.1	4.9%	$516.1
4%	AMZN	AMAZON.COM INC	AMZN		Consumer Discretionary	2	$541.3	5.1%	$270.64
4%	ASML	A S M L Holding N.V. NY	ASML		Information Technology	0	$0.0	0.0%	$1612.76
4%	AVGO	Broadcom Limited	AVGO		Information Technology	1	$446.8	4.2%	$446.77
4%	CM	CANADIAN IMPRL BK COMM	CM		Financials	4	$435.0	4.1%	$108.74
7%	DELL	Dell Technologies Inc	DELL		Information Technology	2	$841.8	8.0%	$420.91
4%	GLW	CORNING INC	GLW		Information Technology	2	$362.3	3.4%	$181.16
4%	GOOG	Alphabet Inc Cl C	GOOG		Communication Services	1	$376.4	3.6%	$376.43
4%	GOOGL	Alphabet Inc Cl A	GOOGL		Communication Services	1	$380.3	3.6%	$380.34
4%	KLAC	K L A TENCOR CORP	KLAC		Information Technology	0	$0.0	0.0%	$1921.71
5%	LRCX	LAM RESEARCH CORP	LRCX		Information Technology	1	$318.2	3.0%	$318.18
5%	MRVL	MARVELL TECHNOLOGY GROUP	MRVL		Information Technology	3	$615.0	5.8%	$205
5%	MS	MORGAN STANLEY	MS		Financials	2	$416.0	3.9%	$208
5%	MU	MICRON TECHNOLOGY INC	MU		Information Technology	1	$971.0	9.2%	$971
4%	PWR	QUANTA SERVICES INC	PWR		Industrials	1	$711.7	6.8%	$711.73
5%	STX	SEAGATE TECHNOLOGY	STX		Information Technology	1	$879.8	8.3%	$879.8
4%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	1	$418.5	4.0%	$418.45
5%	WDC	WESTERN DIGITAL CORP	WDC		Information Technology	1	$531.2	5.0%	$531.21
0%	SCCO	SOUTHERN COPPER CORP	SCCO	added	Materials	0	$0.0	0.0%	$191.3
0%	*HWM	Howmet Aerospace Inc	HWM	added	Industrials	0	$0.0	0.0%	$258.25
0%	CSCO	CISCO SYSTEMS INC	CSCO	added	Information Technology	0	$0.0	0.0%	$120.42
0%	BMO	BANK OF MONTREAL QUEBEC	BMO	added	Financials	0	$0.0	0.0%	$162.01
0%	ARM	ArvinMeritor, Inc.	ARM	added	Information Technology	0	$0.0	0.0%	$353.29
0%	AMAT	APPLIED MATERIALS INC	AMAT	added	Information Technology	0	$0.0	0.0%	$450.06
4%	*VRT			removed	Industrials	1	$315.7	3.0%	$315.71
5%	AAPL	APPLE INC		removed	Information Technology	2	$624.1	5.9%	$312.06
4%	NVDA	NVIDIA CORP		removed	Information Technology	2	$422.3	4.0%	$211.14

---

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	0	SMH	Semiconductors	Early to Mid Cycle	2026-05-29
growth	5.25	3	UPRO	SP500		2026-05-29
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2026-05-29
growth	5.25	1	MTUM	BlackRock Momentum		2026-05-29
growth	5.25	0	QQQ	Growth		2026-05-29
growth	5.25	4	ONEQ	Nasdaq Index		2026-05-29
growth	5.00	0	SPY	SP500		2026-05-29
growth	5.00	5	VUG	Large Cap growth*		2026-05-29
growth	4.50	13	SCHD	US Dividend Equity+		2026-05-29
growth	4.50	1	VTI	Total Stock Market+*		2026-05-29
cyclical	4.50	1	IWM	Small Cap+		2026-05-29
cyclical	5.00	16	DBC	Commodity+	Late Cycle and Inflation	2026-05-29
cyclical	5.25	6	TQQQ	Growth		2026-05-29
cyclical	5.25	0	XSD	Semiconductor		2026-05-29
cyclical	5.00	7	EEM	Emerging Markets		2026-05-29
cyclical	5.00	5	IEMG	Emerging Market		2026-05-29
cyclical	5.25	2	XTL	Telecom		2026-05-29

---

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	0	SMH	Semiconductors	Early to Mid Cycle	2026-05-29
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2026-05-29
growth	5.25	1	MTUM	BlackRock Momentum		2026-05-29
growth	5.25	0	QQQ	Growth		2026-05-29
growth	5.25	4	ONEQ	Nasdaq Index		2026-05-29
growth	5.25	0	SPY	SP500		2026-05-29
cyclical	5.25	0	XSD	Semiconductor		2026-05-29
cyclical	5.25	2	XTL	Telecom		2026-05-29
cyclical	5.25	6	TQQQ	Growth		2026-05-29

---

These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver
2	50.00	2.7	*FIX	Comfort Systems USA, Inc.	Construction & Engineering	2026-05-29	3.92	2,3,4
1	50.00	11.2	AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2026-05-29	3.96	2,3,4

---

These stocks are from S&P500 which have a stong Oscillator. Spy Osc=6

Symbol	Bound	Osc	Max Fract	Percent tile	Draw Down	Draw Down 7yr	cagr 7Yr	Name	cagr By dd	score
ADI	0.48	31	1.2	99	-28	-21	22.83	Analog Devices Inc.	108	14.9
GOOGL*	0.50	21	1.1	99	-30	-34	31.48	Alphabet Inc.	92	10.5
GOOG*	0.51	19	1.1	99	-34	-34	31.34	Alphabet Inc.	92	9.7
AAPL*	0.66	13	1.0	35	-37	-23	32.15	Apple Inc.	139	8.6
SPY	1.00	6	1.0	95	-33	-19	15.36	SNP500	80	6.0
TRGP	0.45	11	1.1	87	-85	-61	30.72	Targa Resources Corp.	50	5.0
AVGO*	0.48	8	1.3	96	-23	-26	50.61	Broadcom Inc.	194	3.8
HLT	0.50	3	1.0	70	-31	-31	20.48	Hilton Worldwide Holdings Inc.	66	1.5
AMD*	0.35	107	0.9	71	-77	-55	51.56	Advanced Micro Devices Inc.	93	37.5
MU*	0.26	138	0.9	99	-61	-44	61.91	Micron Technology Inc.	140	35.9
FTNT	0.50	41	0.9	33	-36	-32	37.09	Fortinet Inc.	115	20.5
PANW	0.41	32	0.8	46	-36	-27	34.23	Palo Alto Networks Inc.	126	13.1
PWR	0.43	27	1.0	99	-47	-22	53.63	Quanta Services Inc.	243	11.6
JBL	0.36	30	1.0	99	-47	-30	46.01	Jabil Inc.	153	10.8
KLAC	0.33	27	1.3	99	-37	-28	51.82	KLA Corporation	185	8.9
AMZN*	0.64	11	0.8	28	-40	-47	16.86	Amazon.com Inc.	35	7.0
FIX	0.27	23	1.5	99	-37	-31	67.88	Comfort Systems USA Inc.	218	6.2
ODFL	0.27	18	0.8	18	-34	-35	25.96	Old Dominion Freight Line Inc	74	4.9
CASY	0.33	13	1.8	99	-21	-17	28.69	Casey's General Stores Inc.	168	4.3
GWW	0.50	7	0.8	56	-28	-21	24.80	W.W. Grainger Inc.	118	3.5
GEV	0.31	7	1.2	96	-26	-26	145.84	GE Vernova Inc.	560	2.2
ORCL	0.27	3	0.9	88	-31	-42	23.44	Oracle Corporation	55	0.8
EME	0.30	2	1.2	94	-36	-30	39.30	EMCOR Group Inc.	131	0.6
TSLA*	0.36	1	0.5	54	-53	-58	65.79	Tesla Inc.	113	0.4
LLY*	0.30	1	1.2	73	-35	-21	38.08	Eli Lilly and Company	181	0.3
ANET	0.14	-4	0.9	75	-37	-33	39.56	Arista Networks Inc.	119	-0.6
HWM	0.27	-4	1.7	83	-15	-15	62.05	Howmet Aerospace Inc.	413	-1.1
SNPS	0.38	-3	1.1	15	-29	-32	22.30	Synopsys Inc.	69	-1.1
APH	0.17	-7	1.1	97	-34	-23	31.48	Amphenol Corporation	136	-1.2
HUBB	0.33	-6	0.9	73	-24	-20	22.06	Hubbell Incorporated	110	-2.0
NVDA*	0.45	-5	1.1	63	-58	-52	79.56	NVIDIA Corporation	153	-2.3
TJX	0.53	-5	1.3	81	-23	-21	17.61	The TJX Companies Inc.	83	-2.7
WMT*	0.42	-7	1.4	98	-24	-17	19.11	Walmart Inc.	112	-2.9
MSFT*	0.49	-8	1.2	32	-29	-29	20.10	Microsoft Corporation	69	-3.9
RTX	0.47	-10	0.8	48	-22	-22	15.97	RTX Corporation	72	-4.7
COST	0.54	-9	1.3	55	-26	-20	21.78	Costco Wholesale Corporation	108	-4.9
V*	0.72	-8	1.1	30	-27	-21	10.45	Visa Inc.	49	-5.8
META*	0.26	-24	1.0	12	-30	-30	114.27	Meta Platforms Inc.	380	-6.2
ARES	0.34	-20	0.9	42	-35	-34	25.33	Ares Management Corporation	74	-6.8
AZO	0.31	-23	0.8	24	-22	-20	16.18	AutoZone Inc.	80	-7.1
JPM*	0.71	-10	1.1	93	-34	-34	15.64	JPMorgan Chase & Co.	46	-7.1
FICO	0.31	-28	1.1	15	-32	-42	22.87	Fair Isaac Corporation	54	-8.7
ORLY	0.55	-16	1.0	30	-21	-16	19.84	O'Reilly Automotive Inc.	124	-8.8
EXE	0.46	-44	0.4	68	-61	-22	43.63	Expand Energy Corporation	198	-20.2



Stats for 2026-05-22 (4th week of the Month)

Stats for 2026-05-22 (4th week of the Month)

List creation date: 2026-05-22

Median MarketCap: 21656

71.6% stocks on Nasdaq; 28.4% stocks on NYSE/Amex

Sector
Information Technology	54%
Financials	18%
Health Care	7%
Energy	6%
Industrials	4%
Materials	4%
Consumer Staples	3%
Communication Services	1%
Consumer Discretionary	1%

Industry
Semiconductors & Semi	24%
Electronic Equipment,	15%
Capital Markets	9%
Communications Equipm	6%
Technology Hardware,	4%
Software	4%
Pharmaceuticals	4%
Banks	4%
Metals & Mining	4%
Energy Equipment & Se	3%
Oil, Gas & Consumable	3%
Beverages	3%
Consumer Finance	3%
Financial Services	1%
Health Care Equipment	1%
Health Care Providers	1%
Aerospace & Defense	1%
Building Products	1%
Electrical Equipment	1%
Diversified Consumer	1%
Entertainment	1%

Country
United States	86%
Taiwan	3%
Canada	3%
Cayman Islands	3%
Ireland	1%
Singapore	1%
United Kingdom	1%

GPA	Sym	(0gpaamp5) Industry	Sector	MktCap	Country	Name
3.96	NVDA	Semiconductors & Semi	Information Technology	5213226	US	NVIDIA
3.96	TSM	Semiconductors & Semi	Information Technology	1853898	Taiwan	Taiwan Semiconductor Manufactu
3.96	MU	Semiconductors & Semi	Information Technology	846928	US	Micron Technology,
3.96	AMD	Semiconductors & Semi	Information Technology	762322	US	Advanced Micro Devices,
3.96	ASX	Semiconductors & Semi	Information Technology	78050	Taiwan	ASE Technology Holding, Lt
3.96	CRDO	Semiconductors & Semi	Information Technology	40286	Cayman Islands	Credo Technology Group Holding
3.96	MTSI	Semiconductors & Semi	Information Technology	29449	US	MACOM Technology Solutions Hol
3.92	ARM	Semiconductors & Semi	Information Technology	326127	United Kingdom	Arm Holdings plc
3.92	MRVL	Semiconductors & Semi	Information Technology	171682	US	Marvell Technology,
3.92	ALAB	Semiconductors & Semi	Information Technology	52602	US	Astera Labs,
3.92	MKSI	Semiconductors & Semi	Information Technology	21656	US	MKS
3.88	LRCX	Semiconductors & Semi	Information Technology	381862	US	Lam Research
3.88	KLAC	Semiconductors & Semi	Information Technology	246674	US	KLA
3.88	MPWR	Semiconductors & Semi	Information Technology	78107	US	Monolithic Power Systems,
3.80	AMAT	Semiconductors & Semi	Information Technology	343118	US	Applied Materials,
3.80	TXN	Semiconductors & Semi	Information Technology	281410	US	Texas Instruments
3.96	FN	Electronic Equipment,	Information Technology	25219	Cayman Islands	Fabrinet
3.96	SNX	Electronic Equipment,	Information Technology	19080	US	TD SYNNEX
3.96	KN	Electronic Equipment,	Information Technology	3137	US	Knowles
3.92	COHR	Electronic Equipment,	Information Technology	73868	US	Coherent.
3.92	TTMI	Electronic Equipment,	Information Technology	19723	US	TTM Technologies,
3.92	ARW	Electronic Equipment,	Information Technology	11113	US	Arrow Electronics,
3.92	CGNX	Electronic Equipment,	Information Technology	10999	US	Cognex
3.88	GLW	Electronic Equipment,	Information Technology	167007	US	Corning
3.84	SANM	Electronic Equipment,	Information Technology	13209	US	Sanmina
3.84	PLXS	Electronic Equipment,	Information Technology	7110	US	Plexus.
3.96	LITE	Communications Equipm	Information Technology	73669	US	Lumentum Holdings
3.92	CSCO	Communications Equipm	Information Technology	474588	US	Cisco Systems,
3.88	DGII	Communications Equipm	Information Technology	2494	US	Digi International
3.80	FFIV	Communications Equipm	Information Technology	22208	US	F5,
3.96	FTNT	Software	Information Technology	98124	US	Fortinet,
3.84	DDOG	Software	Information Technology	79137	US	Datadog,
3.80	BB	Software	Information Technology	4623	Canada	BlackBerry Limited
3.96	STX	Technology Hardware,	Information Technology	182238	Singapore	Seagate Technology Holdings pl
3.92	DELL	Technology Hardware,	Information Technology	191746	US	Dell Technologies
3.92	WDC	Technology Hardware,	Information Technology	166923	US	Western Digital
3.96	VCTR	Capital Markets	Financials	5372	US	Victory Capital Holdings,
3.96	VIRT	Capital Markets	Financials	4566	US	Virtu Financial,
3.88	MS	Capital Markets	Financials	317082	US	Morgan Stanley
3.88	NTRS	Capital Markets	Financials	31045	US	Northern Trust
3.80	STT	Capital Markets	Financials	42608	US	State Street
3.80	WT	Capital Markets	Financials	2858	US	WisdomTree,
3.96	CM	Banks	Financials	106474	Canada	Canadian Imperial Bank of Comm
3.96	CARE	Banks	Financials	610	US	Carter Bankshares,
3.92	UMBF	Banks	Financials	9969	US	UMB Financial
3.92	FCFS	Consumer Finance	Financials	9977	US	FirstCash Holdings,
3.92	EZPW	Consumer Finance	Financials	2079	US	EZCORP,
3.84	PAYS	Financial Services	Financials	376	US	Paysign,
3.96	LQDA	Pharmaceuticals	Health Care	5423	US	Liquidia
3.88	ETON	Pharmaceuticals	Health Care	893	US	Eton Pharmaceuticals,
3.84	JAZZ	Pharmaceuticals	Health Care	15048	Ireland	Jazz Pharmaceuticals plc
3.84	STAA	Health Care Equipment	Health Care	1617	US	STAAR Surgical Company
3.88	ASTH	Health Care Providers	Health Care	1877	US	Astrana Health,
3.88	SEI	Energy Equipment & Se	Energy	4338	US	Solaris Energy Infrastructure,
3.88	NESR	Energy Equipment & Se	Energy	2598	US	National Energy Services Reuni
3.84	LPG	Oil, Gas & Consumable	Energy	1988	US	Dorian LPG Ltd.
3.80	DINO	Oil, Gas & Consumable	Energy	12603	US	HF Sinclair
3.92	VOXR	Metals & Mining	Materials	409	US	Vox Royalty.
3.84	STLD	Metals & Mining	Materials	34615	US	Steel Dynamics,
3.80	NUE	Metals & Mining	Materials	52836	US	Nucor
3.88	ATRO	Aerospace & Defense	Industrials	2908	US	Astronics
3.84	AAON	Building Products	Industrials	11025	US	AAON,
3.80	FCEL	Electrical Equipment	Industrials	1324	US	FuelCell Energy,
3.88	COCO	Beverages	Consumer Staples	4343	US	The Vita Coco Company,
3.84	MNST	Beverages	Consumer Staples	84881	US	Monster Beverage
3.84	LINC	Diversified Consumer	Consumer Discretionary	1535	US	Lincoln Edual Services C
3.92	ROKU	Entertainment	Communication Services	18543	US	Roku,

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0GPA38TB (* means Wkly fast and slow Fract individually, stronger then SPY).

% Alloc	Sym	Name_currentList	Sym	Action	Sector	sharesHld	DlrHld	allocHld	Price
4%	ADI	ANALOG DEVICES	ADI		Information Technology	1	$397.1	3.5%	$397.07
5%	AMD	ADVANCED MICRO DEVICES	AMD		Information Technology	1	$467.5	4.2%	$467.51
4%	AMZN	AMAZON.COM INC	AMZN		Consumer Discretionary	2	$532.6	4.7%	$266.32
5%	ASML	A S M L Holding N.V. NY	ASML		Information Technology	0	$0.0	0.0%	$1632.9
4%	AVGO	Broadcom Limited	AVGO		Information Technology	1	$414.1	3.7%	$414.14
5%	CM	CANADIAN IMPRL BK COMM	CM		Financials	5	$577.5	5.1%	$115.49
4%	KLAC	K L A TENCOR CORP	KLAC		Information Technology	0	$0.0	0.0%	$1888.38
5%	LRCX	LAM RESEARCH CORP	LRCX		Information Technology	2	$610.7	5.4%	$305.35
5%	MRVL	MARVELL TECHNOLOGY GROUP	MRVL		Information Technology	3	$589.0	5.2%	$196.33
5%	MS	MORGAN STANLEY	MS		Financials	3	$603.1	5.4%	$201.03
4%	MU	MICRON TECHNOLOGY INC	MU		Information Technology	1	$751.0	6.7%	$751
4%	NVDA	NVIDIA CORP	NVDA		Information Technology	3	$646.0	5.8%	$215.33
4%	PWR	QUANTA SERVICES INC	PWR		Industrials	1	$723.4	6.4%	$723.44
5%	STX	SEAGATE TECHNOLOGY	STX		Information Technology	1	$812.7	7.2%	$812.73
4%	TSM	TAIWAN SEMICONDUCTOR ADR	TSM		Information Technology	1	$404.5	3.6%	$404.52
5%	DELL	Dell Technologies Inc	DELL		Information Technology	2	$590.4	5.3%	$295.19
5%	GLW	CORNING INC	GLW		Information Technology	3	$582.2	5.2%	$194.05
4%	GOOG	Alphabet Inc Cl C	GOOG		Communication Services	1	$379.4	3.4%	$379.38
4%	GOOGL	Alphabet Inc Cl A	GOOGL		Communication Services	1	$383.0	3.4%	$382.97
4%	*VRT		VRT		Industrials	2	$654.9	5.8%	$327.46
5%	WDC	WESTERN DIGITAL CORP	WDC		Information Technology	1	$484.3	4.3%	$484.28
0%	*HWM	Howmet Aerospace Inc	HWM	added	Industrials	0	$0.0	0.0%	$256.55
0%	TXN	TEXAS INSTRUMENTS	TXN	added	Information Technology	0	$0.0	0.0%	$309.21
0%	CSCO	CISCO SYSTEMS INC	CSCO	added	Information Technology	0	$0.0	0.0%	$120.41
0%	ARM	ArvinMeritor, Inc.	ARM	added	Information Technology	0	$0.0	0.0%	$306.51
0%	AMAT	APPLIED MATERIALS INC	AMAT	added	Information Technology	0	$0.0	0.0%	$432.16
5%	AAPL	APPLE INC		removed	Information Technology	2	$617.6	5.5%	$308.82

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These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	0	SMH	Semiconductors	Early to Mid Cycle	2026-05-22
growth	5.25	3	UPRO	SP500		2026-05-22
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2026-05-22
growth	5.25	1	MTUM	BlackRock Momentum		2026-05-22
growth	5.25	0	QQQ	Growth		2026-05-22
growth	5.25	5	ONEQ	Nasdaq Index		2026-05-22
growth	5.00	0	SPY	SP500		2026-05-22
growth	5.00	5	VUG	Large Cap growth*		2026-05-22
growth	4.50	1	VTI	Total Stock Market+*		2026-05-22
cyclical	4.50	2	VDE	Energy+	Late Cycle and Inflation	2026-05-22
cyclical	4.50	7	XLE	Energy Select Sector +	Late Cycle and Inflation	2026-05-22
cyclical	4.50	1	IWM	Small Cap+		2026-05-22
cyclical	4.50	3	IJR	Small Cap+		2026-05-22
cyclical	5.00	16	DBC	Commodity+	Late Cycle and Inflation	2026-05-22
cyclical	5.25	6	TQQQ	Growth		2026-05-22
cyclical	5.25	0	XSD	Semiconductor		2026-05-22
cyclical	5.00	7	EEM	Emerging Markets		2026-05-22
cyclical	5.00	6	IEMG	Emerging Market		2026-05-22
cyclical	5.25	2	XTL	Telecom		2026-05-22

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These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)

Style	% Alloc	Shares	Symbol	Name		Date
growth	5.25	0	SMH	Semiconductors	Early to Mid Cycle	2026-05-22
growth	5.25	2	XLK	Technology Select Sector	Early to Mid Cycle	2026-05-22
growth	5.25	1	MTUM	BlackRock Momentum		2026-05-22
growth	5.25	0	QQQ	Growth		2026-05-22
growth	5.25	5	ONEQ	Nasdaq Index		2026-05-22
cyclical	5.25	1	IWM	Small Cap+		2026-05-22
cyclical	5.25	0	XSD	Semiconductor		2026-05-22
cyclical	5.25	2	XTL	Telecom		2026-05-22
cyclical	5.25	6	TQQQ	Growth		2026-05-22

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These selected stocks are ideas in the current market environment. Weekly and Monthly Fract better than SPY. * means Wkly fast and slow Fract individually, stronger then SPY.

#	%Alloc	Share	Sym	Name	Industry	Date	GPA	Ver
2	75.00	4.1	*FIX	Comfort Systems USA, Inc.	Construction & Engineering	2026-05-22	3.96	2,3,4
1	25.00	6.0	AVGO	Broadcom Inc.	Semiconductors & Semiconducto	2026-05-22	3.96	4

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These stocks are from S&P500 which have a stong Oscillator. Spy Osc=5

Symbol	Bound	Osc	Max Fract	Percent tile	Draw Down	Draw Down 7yr	cagr 7Yr	Name	cagr By dd	score
PWR	0.46	30	1.0	99	-47	-22	54.24	Quanta Services Inc.	246	13.8
ADI	0.47	28	1.2	98	-28	-21	21.52	Analog Devices Inc.	102	13.2
CASY	0.61	20	1.8	99	-21	-17	29.69	Casey's General Stores Inc.	174	12.2
KLAC	0.45	26	1.3	99	-37	-28	50.92	KLA Corporation	181	11.7
GOOG*	0.52	22	1.1	98	-34	-34	30.91	Alphabet Inc.	90	11.4
GOOGL*	0.50	22	1.1	99	-30	-34	31.02	Alphabet Inc.	91	11.0
CBOE	0.46	23	1.1	96	-32	-30	18.68	Cboe Global Markets Inc.	62	10.6
TRGP	0.47	16	1.1	87	-85	-61	31.05	Targa Resources Corp.	50	7.5
AAPL*	0.63	11	1.0	33	-37	-23	31.39	Apple Inc.	136	6.9
SPY	1.00	5	1.0	94	-33	-19	14.69	SNP500	77	5.0
WMB	0.70	7	1.2	98	-68	-33	16.08	The Williams Companies Inc.	48	4.9
GS	0.51	7	1.1	99	-49	-28	26.20	The Goldman Sachs Group Inc.	93	3.6
WELL	0.61	3	1.6	99	-41	-42	15.21	Welltower Inc.	36	1.8
AVGO*	0.51	3	1.3	95	-23	-26	47.77	Broadcom Inc.	183	1.5
HLT	0.52	1	1.0	69	-31	-31	19.55	Hilton Worldwide Holdings Inc.	63	0.5
AMD*	0.45	92	0.9	69	-77	-55	49.96	Advanced Micro Devices Inc.	90	41.4
MU*	0.35	100	0.9	99	-61	-44	55.13	Micron Technology Inc.	125	35.0
FTNT	0.49	33	0.9	30	-36	-32	35.00	Fortinet Inc.	109	16.2
JBL	0.37	30	1.0	99	-47	-30	45.06	Jabil Inc.	150	11.1
PANW	0.40	21	0.8	44	-36	-27	31.66	Palo Alto Networks Inc.	117	8.4
FIX	0.30	26	1.5	99	-37	-31	67.48	Comfort Systems USA Inc.	217	7.8
AMZN*	0.64	11	0.8	28	-40	-47	16.22	Amazon.com Inc.	34	7.0
GEV	0.37	15	1.2	96	-26	-26	155.11	GE Vernova Inc.	596	5.6
XOM*	0.44	10	0.4	89	-52	-47	10.80	Exxon Mobil Corporation	22	4.4
GWW	0.49	6	0.8	56	-28	-21	25.18	W.W. Grainger Inc.	119	2.9
EME	0.39	7	1.2	95	-36	-30	39.68	EMCOR Group Inc.	132	2.7
LIN	0.89	3	0.8	9	-20	-18	15.55	Linde plc	86	2.7
SNPS	0.44	3	1.1	16	-29	-32	24.20	Synopsys Inc.	75	1.3
TSLA*	0.36	0	0.5	53	-53	-58	64.90	Tesla Inc.	111	0.0
ANET	0.14	-4	0.9	74	-37	-33	38.42	Arista Networks Inc.	116	-0.6
LLY*	0.29	-2	1.2	73	-35	-21	36.93	Eli Lilly and Company	175	-0.6
HWM	0.27	-5	1.7	83	-15	-15	62.13	Howmet Aerospace Inc.	414	-1.4
HUBB	0.32	-5	0.9	73	-24	-20	21.89	Hubbell Incorporated	109	-1.6
NVDA*	0.46	-4	1.1	63	-58	-52	77.99	NVIDIA Corporation	149	-1.8
WMT*	0.64	-3	1.5	98	-24	-17	19.74	Walmart Inc.	116	-1.9
TJX	0.65	-3	1.3	81	-23	-21	17.33	The TJX Companies Inc.	82	-2.0
COST	0.76	-3	1.3	58	-26	-20	22.42	Costco Wholesale Corporation	112	-2.3
APH	0.22	-14	1.1	96	-34	-23	28.65	Amphenol Corporation	124	-3.1
RTX	0.47	-11	0.8	48	-22	-22	15.89	RTX Corporation	72	-5.2
JPM*	0.78	-8	1.1	94	-34	-34	15.64	JPMorgan Chase & Co.	46	-6.2
META*	0.25	-25	1.0	12	-31	-31	113.37	Meta Platforms Inc.	365	-6.3
MSFT*	0.54	-12	1.2	32	-29	-29	18.49	Microsoft Corporation	63	-6.5
MSI	0.51	-14	1.3	41	-21	-25	14.92	Motorola Solutions Inc.	59	-7.1
ARES	0.34	-23	0.9	42	-34	-34	24.84	Ares Management Corporation	73	-7.8
AZO	0.57	-14	0.8	26	-22	-19	18.41	AutoZone Inc.	96	-8.0
ORLY	0.70	-13	1.0	31	-21	-16	20.70	O'Reilly Automotive Inc.	129	-9.1
EXE	0.54	-41	0.4	68	-61	-22	44.38	Expand Energy Corporation	201	-22.1