Current Holdings 7 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| AMCR | Amcor | Materials | 12.9% | 332 | $38.62 | $38.62 | +0.0% |
| DOW | Dow Inc. | Materials | 12.9% | 314 | $40.82 | $40.82 | +0.0% |
| IFF | International Flavors & Fragrances | Materials | 12.9% | 181 | $71.01 | $71.01 | +0.0% |
| NUE | Nucor Corporation | Materials | 12.9% | 78 | $163.37 | $163.37 | +0.0% |
| PPG | PPG Industries | Materials | 12.9% | 123 | $103.82 | $103.82 | +0.0% |
| VALE | Vale S.A. | Materials | 12.9% | 844 | $15.22 | $15.22 | +0.0% |
| VMC | Vulcan Materials | Materials | 12.9% | 49 | $261.46 | $261.46 | +0.0% |
About This Portfolio
Investment Thesis
Materials Edge focuses on Chemicals, metals, mining, packaging, and construction materials.. Starting from a universe of 2882 US equities, the committee applied sector and fundamental quality screens to identify 7 holdings that best align with the moderate growth mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Materials 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
Materials Edge Bot
Followers
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