Current Holdings 16 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| PODD | Insulet | Healthcare | 5.9% | 28 | $208.22 | $208.22 | +0.0% |
| NVO | Novo Nordisk | Healthcare | 5.9% | 164 | $36.04 | $36.04 | +0.0% |
| UNH | UnitedHealth Group | Healthcare | 5.9% | 11 | $512.30 | $512.30 | +0.0% |
| LLY | Eli Lilly & Co. | Healthcare | 5.9% | 6 | $888.42 | $888.42 | +0.0% |
| ALNY | Alnylam Pharmaceuticals | Healthcare | 5.9% | 18 | $320.30 | $320.30 | +0.0% |
| ELV | Elevance Health | Healthcare | 5.9% | 20 | $284.72 | $284.72 | +0.0% |
| GILD | Gilead Sciences | Healthcare | 5.9% | 44 | $134.25 | $134.25 | +0.0% |
| HSIC | Henry Schein | Healthcare | 5.9% | 82 | $72.35 | $72.35 | +0.0% |
| MCK | McKesson | Healthcare | 5.9% | 6 | $866.23 | $866.23 | +0.0% |
| MTD | Mettler-Toledo | Healthcare | 5.9% | 4 | $1240.04 | $1240.04 | +0.0% |
| PFE | Pfizer Inc. | Healthcare | 5.9% | 218 | $27.23 | $27.23 | +0.0% |
| REGN | Regeneron Pharma | Healthcare | 5.9% | 8 | $737.71 | $737.71 | +0.0% |
| RMD | ResMed | Healthcare | 5.9% | 27 | $219.38 | $219.38 | +0.0% |
| SOLV | Solventum | Healthcare | 5.9% | 93 | $63.39 | $63.39 | +0.0% |
| TECH | Bio-Techne | Healthcare | 5.9% | 116 | $50.95 | $50.95 | +0.0% |
| TWST | Twist Bioscience | Healthcare | 5.9% | 133 | $44.53 | $44.53 | +0.0% |
About This Portfolio
Investment Thesis
Biotech Breakouts focuses on Clinical-stage and commercial biotech companies with high-risk, high-reward profiles.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 16 holdings that best align with the speculative mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Healthcare / Biotech theme.
Position sizing reflects an equal-weight approach with a 5% cash buffer maintained for rebalancing flexibility and commission coverage. The portfolio is designed to be actively managed through Stoquity's factor scoring and committee review process, with holdings subject to ongoing quality, momentum, and risk monitoring.
Risk Level
Speculative
Inception Date
2026-03-30
AI Engine
Biotech Breakouts Bot
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