Current Holdings 14 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| PODD | Insulet | Healthcare | 6.8% | 32 | $208.22 | $208.22 | +0.0% |
| NVO | Novo Nordisk | Healthcare | 6.8% | 188 | $36.04 | $36.04 | +0.0% |
| UNH | UnitedHealth Group | Healthcare | 6.8% | 13 | $512.30 | $512.30 | +0.0% |
| LLY | Eli Lilly & Co. | Healthcare | 6.8% | 7 | $888.42 | $888.42 | +0.0% |
| ALNY | Alnylam Pharmaceuticals | Healthcare | 6.8% | 21 | $320.30 | $320.30 | +0.0% |
| ELV | Elevance Health | Healthcare | 6.8% | 23 | $284.72 | $284.72 | +0.0% |
| GILD | Gilead Sciences | Healthcare | 6.8% | 50 | $134.25 | $134.25 | +0.0% |
| HSIC | Henry Schein | Healthcare | 6.8% | 93 | $72.35 | $72.35 | +0.0% |
| MCK | McKesson | Healthcare | 6.8% | 7 | $866.23 | $866.23 | +0.0% |
| MTD | Mettler-Toledo | Healthcare | 6.8% | 5 | $1240.04 | $1240.04 | +0.0% |
| PFE | Pfizer Inc. | Healthcare | 6.8% | 249 | $27.23 | $27.23 | +0.0% |
| REGN | Regeneron Pharma | Healthcare | 6.8% | 9 | $737.71 | $737.71 | +0.0% |
| RMD | ResMed | Healthcare | 6.8% | 30 | $219.38 | $219.38 | +0.0% |
| SOLV | Solventum | Healthcare | 6.8% | 107 | $63.39 | $63.39 | +0.0% |
About This Portfolio
Investment Thesis
GLP-1 Revolution focuses on Companies in the $100B+ weight-loss drug market and metabolic health supply chain.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 14 holdings that best align with the speculative mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Healthcare / Pharma 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
GLP-1 Revolution Bot
Followers
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