Monday, June 15, 2026

Stats for 2026-06-12 (2nd week of the Month)

1. Market Trend Analysis

The weekly data ending June 12, 2026, reveals a market operating under a highly concentrated, tech-driven risk-on regime. This environment features an interesting dynamic between robust fundamental underpinnings and subtle micro-rotations.

Multi-Week Trend & Exchange Distribution

Market breath shows an aggressive tilt toward growth and expansion. A heavy 71.9% of stocks are concentrated on the Nasdaq, compared to 28.1% on the NYSE/Amex. Over a multi-week horizon, the median market cap has climbed to $23.32B, cementing a macro risk-on behavior where institutional capital is comfortable moving down into solid mid-to-large-cap entities.

Sector Rotation & High GPA Leadership

Sector allocation is highly top-heavy:

  • Information Technology commands a staggering 49% total sector weight, led aggressively by Semiconductors and Semiconductor Equipment at 26% of the overall market profile.

  • Financials hold a firm secondary defensive/cyclical anchor at 19% (split across Capital Markets and Banks at 7% each).

  • Health Care and Industrials trace behind at 9% each.

The data showcases pristine internal quality. High-conviction holdings display incredibly strong leadership quality, characterized by near-perfect Gross Profitability Asset (GPA) metrics of 3.92 to 3.96 (e.g., TSMC, Micron, ASML, Arm Holdings, Fortinet, and Western Digital). This rising trend in leadership GPA confirms that current market drivers are fundamentally high-quality asset compounders rather than speculative, low-margin shell companies.

Oscillator Interpretation & Mega-Cap Check

The benchmark SPY Oscillator rests at a strong positive 1.00, indicating robust, unexhausted upward momentum.

Evaluating the top S&P 500 mega-caps paints a clear picture of institutional support mixed with short-term consolidation:

  • Positive and Leading: Alphabet (GOOG at 0.429 / GOOGL at 0.418), Apple (AAPL at 0.535), and Eli Lilly (LLY at 0.414) maintain strong positive oscillator values. This confirms that a critical core of mega-caps is actively fueling the broader index rally.

  • Positive but Exhausting / Softening: Heavyweights like Amazon (AMZN at 0.39 with a minor -2 change), Nvidia (NVDA at 0.41 with a -11 change), and Microsoft (MSFT at 0.37 with a -15 change) display positive absolute values but are experiencing short-term momentum deceleration.

Strategic Assessment: The market is sitting comfortably in a mid-trend cycle. Because the broader index momentum remains anchored (SPY at 1.00) while core mega-caps digest recent vertical gains, the market is undergoing a healthy intra-sector digestion phase rather than a leadership breakdown. The risk level is Medium, primarily tied to sector concentration rather than structural deterioration.

2. Economic Outlook

The underlying structural trends points to an economy anchored by robust secular growth cycles, particularly within digital infrastructure and advanced technological manufacturing. Strong corporate health is validated by exceptional GPA marks across international supply lines, signaling that corporate pricing power and capital efficiency remain resilient against broader macroeconomic friction.

Market sentiment is decisively bullish but discerning. There is an absence of defensive positioning; capital allocation to Consumer Staples (5%) and Utilities remains low, while modern cyclical components like capital markets, infrastructure construction, and aerospace remain highly active. High liquidity and a robust risk appetite are evident as investors aggressively finance high-multiple technology hardware, expecting sustained capital expenditures in artificial intelligence, commercial automation, and global telecommunications.

3. Investment Ideas

Capital allocation strategies should mirror the clear thematic footprints left by institutional flows: follow the money directly into high-margin growth vectors while complementing those positions with selected industrial cyclicals. Growth allocations dominate value by a wide margin, with a distinct structural style preference for large-cap quality and mid-cap alpha.

Portfolio structures must remain overweight on the semiconductor ecosystem, tech hardware, and advanced software layers, as these businesses continue to beat the broader index standard. Concurrently, tactical capital is flowing into select high-performing industrial infrastructure compounders and financial service expansion plays. Defensive sectors should be significantly underweight, treated merely as minor tactical hedges rather than core portfolio anchors.

4. ETF Opportunities

Based on current institutional momentum and structural sector footprints, the following exchange-traded fund categories offer strong alignment with the current market architecture:

  • Pure-Play Technology & Semiconductor Trackers (Capturing the 49% tech dominance)

  • High-Beta Momentum & Broad-Market Growth Indexes (Exploiting the Nasdaq bias and risk-on trend)

  • Specialized Infrastructure & Industrial Engineering Funds (Capitalizing on high-performing industrial metrics)

  • Liquid Capital Markets & Specialized Financial Asset Pools (Positioned for structural asset management expansion)

5. Top 7 ETFs to Research In Now

  1. SMH (VanEck Semiconductor ETF)

    • Reasoning: Armed with a dominant 26% share within industry data and bolstered by elite GPA scores from underlying holdings like TSM, MU, and ASML, this remains the definitive home for structural market alpha.

  2. XLK (Technology Select Sector SPDR Fund)

    • Reasoning: Captures the macro theme of technology sector outperformance while providing essential, institutional-grade exposure to core large-cap software and hardware giants.

  3. MTUM (iShares MSCI USA Momentum Factor ETF)

    • Reasoning: Aligns perfectly with a high-scoring SPY oscillator regime by filtering for and compounding asset classes displaying the sharpest multi-week trend strengthening.

  4. QQQ (Invesco QQQ Trust)

    • Reasoning: Structurally benefits from the heavy 71.9% Nasdaq exchange concentration, serving as an efficient vehicle for broad-participation growth strategies.

  5. XSD (SPDR S&P Semiconductor ETF)

    • Reasoning: Offers an equal-weighted alternative to SMH, capturing emerging mid-cap semi plays (ALAB, CRDO) that reflect the rising median market cap trend.

  6. UPRO (ProShares UltraPro S&P500)

    • Reasoning: A tactical vehicle for high-conviction environments, magnifying returns on the index's core bullish momentum during sustained mid-trend advances.

  7. XHS (SPDR S&P Health Care Services ETF)

    • Reasoning: Positioned carefully as an early tactical counter-cyclical play, catching sub-sector health care providers (ASTH) showing isolated fundamental value as tech consolidation occurs.


Stats for 2026-06-12 (2nd week of the Month)

List creation date: 2026-06-12

Median MarketCap: 23324

71.9% stocks on Nasdaq; 28.1% stocks on NYSE/Amex

Sector
Information Technology49%
Financials19%
Health Care9%
Industrials9%
Materials5%
Consumer Staples5%
Consumer Discretionary2%
Communication Services2%
Industry
Semiconductors & Semi26%
Electronic Equipment,12%
Capital Markets7%
Banks7%
Metals & Mining5%
Pharmaceuticals5%
Consumer Finance4%
Software4%
Communications Equipm4%
Technology Hardware, 4%
Aerospace & Defense4%
Beverages4%
Financial Services2%
Health Care Providers2%
Biotechnology2%
Construction & Engine2%
Electrical Equipment2%
Commercial Services &2%
Hotels, Restaurants &2%
Consumer Staples Dist2%
Entertainment2%
Country
United States84%
Taiwan4%
United Kingdom2%
Canada2%
Cayman Islands2%
France2%
Netherlands2%
Peru2%
Singapore2%
GPASym(0gpaamp5) IndustrySectorMktCapCountryName
3.96TSM Semiconductors & Semi Information Technology 1837496TaiwanTaiwan Semiconductor Manufactu
3.96MU Semiconductors & Semi Information Technology 1123077USMicron Technology,
3.96ASML Semiconductors & Semi Information Technology 698836NetherlandsASML Holding N.V.
3.96ARM Semiconductors & Semi Information Technology 365529United KingdomArm Holdings plc
3.96KLAC Semiconductors & Semi Information Technology 315027USKLA
3.96ASX Semiconductors & Semi Information Technology 75182TaiwanASE Technology Holding, Lt
3.96CRDO Semiconductors & Semi Information Technology 48835Cayman IslandsCredo Technology Group Holding
3.96AMKR Semiconductors & Semi Information Technology 18876USAmkor Technology,
3.92AMD Semiconductors & Semi Information Technology 796467USAdvanced Micro Devices,
3.92LRCX Semiconductors & Semi Information Technology 453357USLam Research
3.92ALAB Semiconductors & Semi Information Technology 62987USAstera Labs,
3.92MKSI Semiconductors & Semi Information Technology 23324USMKS
3.88ADI Semiconductors & Semi Information Technology 200743USAnalog Devices,
3.88MTSI Semiconductors & Semi Information Technology 28593USMACOM Technology Solutions Hol
3.80AMAT Semiconductors & Semi Information Technology 438774USApplied Materials,
3.96SNX Electronic Equipment, Information Technology 22276USTD SYNNEX
3.96KN Electronic Equipment, Information Technology 3375USKnowles
3.92TTMI Electronic Equipment, Information Technology 19441USTTM Technologies,
3.88COHR Electronic Equipment, Information Technology 71131USCoherent.
3.88ARW Electronic Equipment, Information Technology 11396USArrow Electronics,
3.84JBL Electronic Equipment, Information Technology 39763USJabil
3.84PLXS Electronic Equipment, Information Technology 7704USPlexus.
3.96FTNT Software Information Technology 106278USFortinet,
3.80APPS Software Information Technology 1224USDigital Turbine,
3.92DGII Communications Equipm Information Technology 2576USDigi International
3.84CSCO Communications Equipm Information Technology 480185USCisco Systems,
3.96STX Technology Hardware, Information Technology 196407SingaporeSeagate Technology Holdings pl
3.96WDC Technology Hardware, Information Technology 182437USWestern Digital
3.96BMO Banks Financials 116249CanadaBank of Montreal
3.96CARE Banks Financials 657USCarter Bankshares,
3.84IFS Banks Financials 6162PeruIntercorp Financial Services I
3.80CNOB Banks Financials 1619USConnectOne Bancorp,
3.96VIRT Capital Markets Financials 4825USVirtu Financial,
3.88MS Capital Markets Financials 335425USMorgan Stanley
3.84IBKR Capital Markets Financials 39572USInteractive Brokers Group,
3.84SNEX Capital Markets Financials 10282USStoneX Group
3.88FCFS Consumer Finance Financials 9574USFirstCash Holdings,
3.84DAVE Consumer Finance Financials 3629USDave
3.92PAYS Financial Services Financials 374USPaysign,
3.92ATRO Aerospace & Defense Industrials 3393USAstronics
3.88CRS Aerospace & Defense Industrials 27946USCarpenter Technologyorati
3.96STRL Construction & Engine Industrials 25732USSterling Infrastructure,
3.92VICR Electrical Equipment Industrials 13586USVicor
3.88CXW Commercial Services & Industrials 2655USCoreCivic,
3.96LQDA Pharmaceuticals Health Care 6371USLiquidia
3.92RPRX Pharmaceuticals Health Care 24509USRoyalty Pharma plc
3.88ETON Pharmaceuticals Health Care 880USEton Pharmaceuticals,
3.84ASTH Health Care Providers Health Care 1976USAstrana Health,
3.96NBIX Biotechnology Health Care 16361USNeurocrine Biosciences,
3.92CSTM Metals & Mining Materials 4731FranceConstellium SE
3.84STLD Metals & Mining Materials 40315USSteel Dynamics,
3.80NUE Metals & Mining Materials 59418USNucor
3.92COCO Beverages Consumer Staples 4492USThe Vita Coco Company,
3.88MNST Beverages Consumer Staples 90006USMonster Beverage
3.88CHEF Consumer Staples Dist Consumer Staples 3660USThe Chefs' Warehouse,
3.96RSI Hotels, Restaurants & Consumer Discretionary 3051USRush Street Interactive,
3.92ROKU Entertainment Communication Services 17670USRoku,

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

% AllocSymName_currentListSymActionSectorsharesHldDlrHldallocHldPrice
5% AMATAPPLIED MATERIALS INC AMAT Information Technology1$567.34.6%$567.25
5% AMDADVANCED MICRO DEVICES AMD Information Technology1$511.64.2%$511.57
5% ANETArista Networks IncANET Information Technology4$653.05.3%$163.24
5% APHAMPHENOL CORP CL A APH Information Technology4$615.25.0%$153.8
5% ARMArvinMeritor, Inc.ARM Information Technology2$761.66.2%$380.81
5% ASMLA S M L Holding N.V. NYASML Information Technology0$0.00.0%$1863.55
5% BMOBANK OF MONTREAL QUEBEC BMO Financials4$673.25.5%$168.3
5% CSCOCISCO SYSTEMS INC CSCO Information Technology5$605.54.9%$121.1
5% GOOGAlphabet Inc Cl CGOOG Communication Services2$716.35.8%$358.16
5% GOOGLAlphabet Inc Cl AGOOGL Communication Services2$719.45.8%$359.68
5%*KLACK L A TENCOR CORP KLAC Information Technology2$509.14.1%$254.54
5% LLYLILLY ELI & CO LLY Health Care1$1,133.09.2%$1133
5% LRCXLAM RESEARCH CORP LRCX Information Technology2$733.66.0%$366.81
5% MSMORGAN STANLEY MS Financials3$642.15.2%$214.04
5% MUMICRON TECHNOLOGY INC MU Information Technology1$981.68.0%$981.61
5% SCCOSOUTHERN COPPER CORP SCCO Materials3$569.44.6%$189.79
5% STXSEAGATE TECHNOLOGY STX Information Technology1$931.07.6%$931.04
5% TSMTAIWAN SEMICONDUCTOR ADRTSM Information Technology1$423.93.4%$423.93
5% WDCWESTERN DIGITAL CORP WDC Information Technology1$562.94.6%$562.93

These selected ETFs are ideas in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)
Style</>% AllocSharesSymbolNameDate
growth5.250SMHSemiconductorsEarly to Mid Cycle 2026-06-12
growth5.252XLKTechnology Select SectorEarly to Mid Cycle 2026-06-12
growth5.251MTUMBlackRock Momentum 2026-06-12
growth5.253UPROSP500 2026-06-12
growth5.250QQQGrowth 2026-06-12
growth5.004ONEQNasdaq Index 2026-06-12
growth5.000SPYSP500 2026-06-12
cyclical5.004XHS Health Care Services*Late Cycle to Recession 2026-06-12
cyclical5.001IWMSmall Cap+ 2026-06-12
cyclical4.503XTNTransportation+Mid to Late cycle2026-06-12
cyclical4.501VXFExtended Market+ 2026-06-12
cyclical5.006IEMGEmerging Market 2026-06-12
cyclical5.250XSDSemiconductor 2026-06-12
cyclical5.256TQQQGrowth 2026-06-12
cyclical5.257EEMEmerging Markets 2026-06-12
cyclical5.252XTLTelecom 2026-06-12

These selected ETFs are early signal in the current market environment. (* means 6 Month Grt < 0; + means 2 Month Grt < 0)
Style</>% AllocSharesSymbolNameDate
growth5.250SMHSemiconductorsEarly to Mid Cycle 2026-06-12
growth5.251MTUMBlackRock Momentum 2026-06-12
growth5.252XLKTechnology Select SectorEarly to Mid Cycle 2026-06-12
growth5.250SPYSP500 2026-06-12
growth5.250QQQGrowth 2026-06-12
growth5.251VOTMid Cap Growth+* 2026-06-12
growth5.253UPROSP500 2026-06-12
cyclical5.254XHS Health Care Services*Late Cycle to Recession 2026-06-12
cyclical5.250XSDSemiconductor 2026-06-12

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.
#%AllocShareSymNameIndustryDateGPAVer
150.002.7*FIXComfort Systems USA, Inc. Construction & Engineering2026-06-123.922,3,4
250.0019.6*KLACKLA Corporation Semiconductors & Semiconducto2026-06-123.962,3,4

These stocks are from S&P500 which have a stong Oscillator. Spy Osc=4
SymbolBoundOscMax
Fract
Percent
tile
Draw
Down
Draw
Down
7yr
cagr
7Yr
Namecagr
By
dd
score
ADI 0.52251.299-28-2121.91Analog Devices Inc.10413.0
TRGP 0.60111.188-85-6133.03Targa Resources Corp.546.6
GS 0.50111.199-49-2827.86The Goldman Sachs Group Inc.995.5
SPY 1.0041.095-33-1914.45SNP500764.0
HLT 0.5951.172-31-3120.58Hilton Worldwide Holdings Inc.663.0
AAPL*0.5351.137-37-2329.16Apple Inc.1262.7
WAB 0.7831.085-44-2421.41Westinghouse Air Brake Technol892.3
AMD*0.33810.974-77-5548.46Advanced Micro Devices Inc.8826.7
FTNT 0.62430.937-36-3237.94Fortinet Inc.11826.7
MU*0.27930.999-61-4462.39Micron Technology Inc.14125.1
PANW 0.45290.852-36-2735.21Palo Alto Networks Inc.13013.1
JBL 0.41271.099-47-3046.20Jabil Inc.15411.1
ODFL 0.39260.818-33-3526.53Old Dominion Freight Line Inc7510.1
KLAC 0.19471.399-37-2856.62KLA Corporation2028.9
PWR 0.35161.199-47-2252.27Quanta Services Inc.2375.6
GWW 0.6190.860-28-2125.06W.W. Grainger Inc.1195.5
GOOG*0.4291.199-34-3431.09Alphabet Inc.913.8
CASY 0.21181.999-21-1729.08Casey's General Stores Inc.1713.8
GOOGL*0.4181.099-30-3431.13Alphabet Inc.913.3
LIN 0.7840.89-20-1814.60Linde plc813.1
FIX 0.28101.599-37-3168.62Comfort Systems USA Inc.2212.8
XOM*0.4450.489-52-4710.30Exxon Mobil Corporation212.2
LLY*0.4141.274-35-2138.61Eli Lilly and Company1831.6
TJX 0.4221.481-23-2118.24The TJX Companies Inc.860.8
ANET 0.18-10.973-37-3340.32Arista Networks Inc.122-0.2
APH 0.16-21.196-34-2330.50Amphenol Corporation132-0.3
GEV 0.23-21.288-26-26138.65GE Vernova Inc.533-0.5
AMZN*0.39-20.828-39-4714.45Amazon.com Inc.30-0.8
EME 0.32-41.293-36-3038.82EMCOR Group Inc.129-1.3
TSLA*0.34-40.553-53-5861.88Tesla Inc.106-1.4
HWM 0.34-51.781-15-1562.19Howmet Aerospace Inc.414-1.7
AVGO*0.23-101.393-23-2645.28Broadcom Inc.174-2.3
JPM*0.76-41.192-34-3416.63JPMorgan Chase & Co.48-3.0
HUBB 0.44-70.969-24-2021.42Hubbell Incorporated107-3.1
COST 0.41-81.250-26-2021.10Costco Wholesale Corporation105-3.3
WMT*0.50-71.497-24-1718.79Walmart Inc.110-3.5
RTX 0.55-80.848-22-2216.07RTX Corporation73-4.4
NVDA*0.41-111.162-58-5277.79NVIDIA Corporation149-4.5
MSFT*0.37-151.231-29-2916.83Microsoft Corporation58-5.6
META*0.28-270.912-30-30108.61Meta Platforms Inc.362-7.6
ORLY 0.66-131.026-21-1619.84O'Reilly Automotive Inc.124-8.6


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