Current Holdings 12 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| AMZN | Amazon.com Inc. | Consumer Discretionary | 7.5% | 41 | $182.19 | $182.19 | +0.0% |
| BBY | Best Buy | Consumer Discretionary | 7.5% | 116 | $64.24 | $64.24 | +0.0% |
| CHWY | Chewy Inc. | Consumer Discretionary | 7.5% | 287 | $26.12 | $26.12 | +0.0% |
| CMG | Chipotle Mexican Grill | Consumer Discretionary | 7.5% | 240 | $31.15 | $31.15 | +0.0% |
| DRI | Darden Restaurants | Consumer Discretionary | 7.5% | 38 | $192.49 | $192.49 | +0.0% |
| GRMN | Garmin | Consumer Discretionary | 7.5% | 32 | $228.93 | $228.93 | +0.0% |
| HD | Home Depot | Consumer Discretionary | 7.5% | 23 | $321.65 | $321.65 | +0.0% |
| MGM | MGM Resorts | Consumer Discretionary | 7.5% | 206 | $36.32 | $36.32 | +0.0% |
| PENN | Penn Entertainment | Consumer Discretionary | 7.5% | 541 | $13.85 | $13.85 | +0.0% |
| POOL | Pool Corp | Consumer Discretionary | 7.5% | 37 | $198.74 | $198.74 | +0.0% |
| WING | Wingstop | Consumer Discretionary | 7.5% | 48 | $156.03 | $156.03 | +0.0% |
| WYNN | Wynn Resorts | Consumer Discretionary | 7.5% | 77 | $96.59 | $96.59 | +0.0% |
About This Portfolio
Investment Thesis
Consumer Pulse focuses on Retail, e-commerce, restaurants, travel & leisure.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 12 holdings that best align with the moderate growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Consumer Discretionary theme.
Position sizing reflects an equal-weight approach with a 10% 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
Moderate Growth
Inception Date
2026-03-30
AI Engine
Consumer Pulse Bot
Followers
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