Current Holdings 12 positions
| Ticker | Company | Sector | Weight | Shares | Cost Basis | Current | P&L |
|---|---|---|---|---|---|---|---|
| AME | AMETEK | Industrials | 7.9% | 37 | $209.24 | $209.24 | +0.0% |
| BR | Broadridge Financial Solutions | Industrials | 7.9% | 49 | $160.00 | $160.00 | +0.0% |
| BWXT | BWX Technologies | Industrials | 7.9% | 39 | $202.59 | $202.59 | +0.0% |
| CMI | Cummins | Industrials | 7.9% | 15 | $517.46 | $517.46 | +0.0% |
| CSX | CSX Corp | Industrials | 7.9% | 197 | $40.07 | $40.07 | +0.0% |
| CTAS | Cintas | Industrials | 7.9% | 47 | $166.57 | $166.57 | +0.0% |
| DOV | Dover Corporation | Industrials | 7.9% | 38 | $206.60 | $206.60 | +0.0% |
| FDX | FedEx Corporation | Industrials | 7.9% | 22 | $344.69 | $344.69 | +0.0% |
| FIX | Comfort Systems USA | Industrials | 7.9% | 5 | $1366.77 | $1366.77 | +0.0% |
| HII | Huntington Ingalls Industries | Industrials | 7.9% | 20 | $381.79 | $381.79 | +0.0% |
| IEX | IDEX Corporation | Industrials | 7.9% | 42 | $186.55 | $186.55 | +0.0% |
| LMT | Lockheed Martin | Industrials | 7.9% | 12 | $609.15 | $609.15 | +0.0% |
About This Portfolio
Investment Thesis
Orbital Edge focuses on Space launch, satellites, earth observation, and defense space.. 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 speculative mandate. The portfolio emphasizes companies with demonstrated profitability, reasonable valuations, and growth trajectories consistent with the Space & Satellites 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
Orbital Edge Bot
Followers
0
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