Current Holdings 18 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| AME | AMETEK | Industrials | 5.0% | 23 | $209.24 | $209.24 | +0.0% |
| BR | Broadridge Financial Solutions | Industrials | 5.0% | 31 | $160.00 | $160.00 | +0.0% |
| BWXT | BWX Technologies | Industrials | 5.0% | 24 | $202.59 | $202.59 | +0.0% |
| CMI | Cummins | Industrials | 5.0% | 9 | $517.46 | $517.46 | +0.0% |
| CSX | CSX Corp | Industrials | 5.0% | 124 | $40.07 | $40.07 | +0.0% |
| CTAS | Cintas | Industrials | 5.0% | 30 | $166.57 | $166.57 | +0.0% |
| DOV | Dover Corporation | Industrials | 5.0% | 24 | $206.60 | $206.60 | +0.0% |
| FDX | FedEx Corporation | Industrials | 5.0% | 14 | $344.69 | $344.69 | +0.0% |
| FIX | Comfort Systems USA | Industrials | 5.0% | 3 | $1366.77 | $1366.77 | +0.0% |
| HII | Huntington Ingalls Industries | Industrials | 5.0% | 13 | $381.79 | $381.79 | +0.0% |
| IEX | IDEX Corporation | Industrials | 5.0% | 26 | $186.55 | $186.55 | +0.0% |
| LMT | Lockheed Martin | Industrials | 5.0% | 8 | $609.15 | $609.15 | +0.0% |
| NSC | Norfolk Southern | Industrials | 5.0% | 17 | $285.68 | $285.68 | +0.0% |
| PH | Parker-Hannifin | Industrials | 5.0% | 5 | $876.81 | $876.81 | +0.0% |
| TDG | TransDigm Group | Industrials | 5.0% | 4 | $1140.03 | $1140.03 | +0.0% |
| TXT | Textron | Industrials | 5.0% | 57 | $87.47 | $87.47 | +0.0% |
| UAL | United Airlines | Industrials | 5.0% | 56 | $88.44 | $88.44 | +0.0% |
| WM | Waste Management | Industrials | 5.0% | 21 | $229.26 | $229.26 | +0.0% |
About This Portfolio
Investment Thesis
Industrial Engine focuses on Machinery, aerospace, logistics, and construction companies.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 18 holdings that best align with the moderate growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Industrials 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
Industrial Engine Bot
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