Finn
FINN PORTFOLIO · REFRESHED 2026-08-11

Finn Picks

The highest-conviction large caps by Finn Score: strong growth, sound financials, and positive momentum, re-screened every week.

+59.6%1-year return
+36.7%vs SPY
-12.0%Max drawdown
2025-08 2026-08 Portfolio +59.6% · SPY +22.9%

Simulated performance of following the screen with monthly rebalancing. Not actual client returns. Total-return basis (dividends included), growth of $100 over the trailing year.

Holdings

37 companies, equal-weighted, re-screened weekly. Click any company for Finn's full thesis and scorecard.

MUMicron Technology, Inc.4.5 CRDOCredo Technology Group Holding Ltd4.2 NVDANVIDIA Corporation4.0 STXSeagate Technology Holdings plc4.0 LRCXLam Research Corporation4.0 SNSharkNinja, Inc.3.9 TERTeradyne, Inc.3.9 APHAmphenol Corporation3.9 LLYEli Lilly and Company3.9 HALOHalozyme Therapeutics, Inc.3.9 TSMTaiwan Semiconductor Manufacturing Company Limited3.9
ASMLASML Holding N.V.3.8
KLACKLA Corporation3.8 FSLRFirst Solar, Inc.3.8 KEYSKeysight Technologies, Inc.3.8 MRVLMarvell Technology, Inc.3.7 JAZZJazz Pharmaceuticals plc3.7 FIXComfort Systems USA, Inc.3.7 NTESNetEase, Inc.3.7 ANETArista Networks, Inc.3.7 FTNTFortinet, Inc.3.7
SUSuncor Energy Inc.3.7
TSEMTower Semiconductor Ltd.3.6 CRSCarpenter Technology Corporation3.6 BAPCredicorp Ltd.3.6 AMDAdvanced Micro Devices, Inc.3.6 HWMHowmet Aerospace Inc.3.6 NUENucor Corporation3.6 WDCWestern Digital Corporation3.6 RLRalph Lauren Corporation3.6 TWLOTwilio Inc.3.6 HEIHEICO Corporation3.6 STRLSterling Infrastructure, Inc.3.6 INCYIncyte Corporation3.6 FIVEFive Below, Inc.3.6 ATIATI Inc.3.6 JLLJones Lang LaSalle Incorporated3.5

Simulated and hypothetical performance shown. Results do not represent actual client accounts and do not reflect fees or trading costs that would reduce returns. Past performance, simulated or actual, does not guarantee future results. Educational analysis only, not a recommendation to buy or sell any security. Scored by Finn.

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