Finn
FINN PORTFOLIO · REFRESHED 2026-09-06

Finn Picks

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

+42.1%1-year return
+21.8%vs SPY
-15.5%Max drawdown
2025-09 2026-09 Portfolio +42.1% · SPY +20.3%

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

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

MUMicron Technology, Inc.4.8 NVDANVIDIA Corporation4.3 APHAmphenol Corporation4.2 TSMTaiwan Semiconductor Manufacturing Company Limited4.0 HALOHalozyme Therapeutics, Inc.3.9 AMDAdvanced Micro Devices, Inc.3.9 STXSeagate Technology Holdings plc3.9 OKTAOkta, Inc.3.8 CRDOCredo Technology Group Holding Ltd3.8 FSLRFirst Solar, Inc.3.8 PLTRPalantir Technologies Inc.3.8 SNSharkNinja, Inc.3.8 VEEVVeeva Systems Inc.3.8 AVGOBroadcom Inc.3.7 WDCWestern Digital Corporation3.7 FIXComfort Systems USA, Inc.3.7 ASNDAscendis Pharma A/S3.7 TERTeradyne, Inc.3.7 KLACKLA Corporation3.7 INCYIncyte Corporation3.7 TWLOTwilio Inc.3.7 LRCXLam Research Corporation3.7 FIVEFive Below, Inc.3.6 LLYEli Lilly and Company3.6 ATIATI Inc.3.6 NBIXNeurocrine Biosciences, Inc.3.6
SUSuncor Energy Inc.3.6
STRLSterling Infrastructure, Inc.3.6 CIENCiena Corporation3.6 HWMHowmet Aerospace Inc.3.6 KEYSKeysight Technologies, Inc.3.6 CTVACorteva, Inc.3.6 ROSTRoss Stores, Inc.3.5
ASMLASML Holding N.V.3.5

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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