📊 Alpha Scoring System v5.0
🔧 Manual Run  Â·  2026-07-24 14:45:30 CT
NO-BUY NORMAL mvrjer99@gmail.com, julia.reddy@gmail.com
$737.88
SPY · ▼ 0.90% vs EMA20
VIX 18.7 ✓ Normal
Positions
29/15
Regime: NO-BUY
New Buys
NO
SPY < EMA20
Cash
25%
VIX triggered
ATR Stop
2.5×ATR
Per-ticker ATR14
Trim Alerts
0
None
Earnings Guard
1
Excluded from buys
Performance Day 1 Week YTD 1 Year
SPY (S&P 500)-0.1%-0.7%+8.2%+16.3%
QQQ (Nasdaq 100)-0.2%-1.7%+11.3%+21.0%
📊 Model Portfolio (Top 29)-0.4%+3.3%+57.5%+75.2%
💼 Active Portfolio Holdings (29) Live Position Tracker & Returns
Ticker Entry Date Entry Price Current Price Total P&L 1D 1W YTD ATR Stop
ABBV 2026-07-24 $257.21 $257.21 +0.0% -0.6% +1.1% +12.6% $252.75
APA 2026-07-24 $36.30 $36.30 +0.0% -0.5% +3.1% +48.4% $35.42
BIIB 2026-07-24 $200.62 $200.62 +0.0% -0.9% -2.6% +14.0% $194.64
CAH 2026-07-24 $226.52 $226.52 +0.0% -0.5% -0.9% +10.2% $222.54
CASY 2026-07-24 $880.35 $856.77 -2.7% +0.8% -0.3% +55.0% $858.31
CF 2026-07-24 $125.00 $125.00 +0.0% -0.2% +3.0% +61.6% $121.86
CRL 2026-07-24 $230.50 $230.50 +0.0% +0.9% +2.7% +15.6% $223.80
DELL 2026-07-24 $434.73 $434.73 +0.0% -1.1% +9.7% +245.3% $411.84
EOG 2026-07-24 $145.27 $145.27 +0.0% -0.9% +3.9% +38.3% $142.64
FCX 2026-07-24 $62.96 $62.96 +0.0% +1.1% +7.8% +24.4% $60.84
GILD 2026-07-24 $130.99 $130.99 +0.0% +0.9% -2.5% +6.7% $128.21
HPE 2026-07-24 $48.00 $47.65 -0.7% -0.1% +4.0% +98.4% $45.97
HST 2026-07-24 $24.16 $24.50 +1.4% -0.4% +2.3% +42.3% $23.76
HWM 2026-07-24 $287.21 $287.21 +0.0% -0.2% +5.4% +40.1% $280.81
INCY 2026-07-24 $116.00 $116.00 +0.0% -1.7% -1.1% +17.4% $113.42
LLY 2026-07-24 $1194.49 $1194.49 +0.0% +0.1% +1.3% +11.2% $1166.87
MPC 2026-07-24 $311.16 $311.16 +0.0% 0.0% -0.5% +91.3% $304.55
MRK 2026-07-24 $130.59 $131.31 +0.6% 0.0% +3.0% +24.8% $128.08
NBIS 2026-07-24 $218.02 $218.02 +0.0% +12.4% +22.7% +160.5% $204.94
NUE 2026-07-24 $241.25 $241.25 +0.0% -2.8% +2.0% +47.9% $236.02
ODFL 2026-07-24 $234.31 $234.28 -0.0% -0.6% +0.2% +49.4% $228.82
PM 2026-07-24 $192.90 $192.90 +0.0% -0.6% 0.0% +20.3% $188.72
ROST 2026-07-24 $239.63 $239.29 -0.1% +0.4% +2.5% +32.8% $235.25
STLD 2026-07-24 $241.10 $246.90 +2.4% +0.1% +4.8% +45.7% $234.88
STX 2026-07-24 $880.00 $880.00 +0.0% +2.9% +11.7% +219.6% $827.20
TPL 2026-07-24 $429.30 $429.30 +0.0% +1.7% +3.3% +49.5% $417.06
VLO 2026-07-24 $305.00 $305.00 +0.0% +0.1% -1.5% +87.4% $297.07
VTRS 2026-07-24 $17.08 $17.08 +0.0% -1.1% -1.2% +37.2% $16.70
WAT 2026-07-24 $384.95 $384.95 +0.0% +2.8% +4.3% +1.4% $375.77
Top 29 Holdings — Complete Scorecard
Legend: M=Momentum V=Vol.Mom Q=Quality G=Growth Va=Value R=Risk E=Earn Beat I=Insider F=13F Inst A=Analyst VT=Vol.Thrust 52W=52WH Prox R/R target >2:1
🥇
NUE Basic Materials
Nucor Corporation
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $241.25)
112
STRONG
$241.25
â–² 0.04%
WATCH
FACTORS
M97V66Q75G88Va65R48
ALPHA SIGNALS
E3.5I4.0F2.5A3.7VT3.652W2.8
P/E · β
14.2x
β1.92
R/R
4.9:1
tgt $267
ATR STOP
ATR $6.97
stop $236.02 (2.2%↓)
if entered now
WEIGHT
11.11%
🥈
LLY Healthcare
Eli Lilly and Compan
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $1194.49)
110
STRONG
$1194.49
â–² 0.73%
WATCH
FACTORS
M67V71Q99G87Va23R94
ALPHA SIGNALS
E5.6I4.0F2.5A1.9VT0.052W4.1
P/E · β
26.5x
β0.51
R/R
2.8:1
tgt $1270
ATR STOP
ATR $36.82
stop $1166.87 (2.3%↓)
if entered now
WEIGHT
11.11%
🥉
DELL Technology
Dell Technologies In
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $434.73)
109
STRONG
$434.73
â–¼ 1.05%
WATCH
FACTORS
M99V83Q87G88Va45R91
ALPHA SIGNALS
E5.9I4.0F2.5A1.9VT6.052W3.5
P/E · β
19.9x
β1.38
R/R
2.9:1
tgt $501
ATR STOP
ATR $30.51
stop $411.84 (5.3%↓)
if entered now
WEIGHT
11.11%
#4
STLD Basic Materials
Steel Dynamics, Inc.
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $241.10)
107
STRONG
$241.10
â–² 0.22%
WATCH
FACTORS
M97V50Q79G80Va24R77
ALPHA SIGNALS
E0.8I4.0F2.5A3.7VT3.652W1.7
P/E · β
13.1x
β1.54
R/R
4.6:1
tgt $270
ATR STOP
ATR $8.30
stop $234.88 (2.6%↓)
if entered now
WEIGHT
11.11%
#5
EOG Energy
EOG Resources, Inc.
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $145.27)
106
STRONG
$145.27
â–¼ 0.15%
WATCH
FACTORS
M72V68Q88G64Va75R78
ALPHA SIGNALS
E3.6I4.0F2.5A1.9VT0.052W4.1
P/E · β
10.0x
β0.26
R/R
4.8:1
tgt $158
ATR STOP
ATR $3.50
stop $142.64 (1.8%↓)
if entered now
WEIGHT
11.11%
#6
TPL Energy
Texas Pacific Land C
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $429.30)
105
FAIR
$429.30
â–² 0.88%
WATCH
FACTORS
M76V89Q100G96Va13R100
ALPHA SIGNALS
E0.8I4.0F2.5A1.9VT0.052W0.7
P/E · β
5.8x
β0.59
R/R
1.1:1
tgt $444
ATR STOP
ATR $16.32
stop $417.06 (2.9%↓)
if entered now
WEIGHT
11.11%
#7
CAH Healthcare
Cardinal Health, Inc
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $226.52)
103
FAIR
$226.52
â–² 0.24%
WATCH
FACTORS
M90V72Q81G54Va53R83
ALPHA SIGNALS
E4.8I4.0F2.5A3.9VT0.052W3.6
P/E · β
18.9x
β0.49
R/R
6.3:1
tgt $252
ATR STOP
ATR $5.31
stop $222.54 (1.8%↓)
if entered now
WEIGHT
5.56%
#8
ABBV Healthcare
AbbVie Inc.
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $257.21)
103
FAIR
$257.21
â–² 0.11%
WATCH
FACTORS
M68V54Q86G97Va51R85
ALPHA SIGNALS
E0.2I4.0F2.5A1.9VT0.052W4.7
P/E · β
15.9x
β0.28
R/R
2.4:1
tgt $268
ATR STOP
ATR $5.94
stop $252.75 (1.7%↓)
if entered now
WEIGHT
11.11%
#9
ROST Consumer Cyclica
Ross Stores, Inc.
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $239.63)
102
FAIR
$239.63
â–² 3.12%
WATCH
FACTORS
M79V90Q89G72Va10R91
ALPHA SIGNALS
E4.3I4.0F2.5A1.9VT0.052W4.7
P/E · β
28.0x
β0.88
R/R
3.8:1
tgt $256
ATR STOP
ATR $5.85
stop $235.25 (1.8%↓)
if entered now
WEIGHT
11.11%
#10
VLO Energy
Valero Energy Corpor
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $305.00)
102
FAIR
$305.00
â–¼ 0.09%
WATCH
FACTORS
M96V61Q65G67Va37R94
ALPHA SIGNALS
E5.1I4.0F2.5A1.9VT0.052W4.0
P/E · β
12.1x
β0.55
R/R
-2.0:1
tgt $289
âš  TGT BELOW PRICE
ATR STOP
ATR $10.57
stop $297.07 (2.6%↓)
if entered now
WEIGHT
0.00%
#11
MRK Healthcare
Merck & Company, Inc
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $130.59)
101
FAIR
$130.59
â–² 0.08%
WATCH
FACTORS
M73V78Q79G82Va56R87
ALPHA SIGNALS
E4.1I4.0F2.5A1.9VT0.052W4.8
P/E · β
13.6x
β0.20
R/R
1.6:1
tgt $135
ATR STOP
ATR $3.35
stop $128.08 (1.9%↓)
if entered now
WEIGHT
0.00%
#12
APA Energy
APA Corporation
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $36.30)
99
FAIR
$36.30
â–¼ 0.33%
WATCH
FACTORS
M82V77Q82G5Va85R95
ALPHA SIGNALS
E3.8I4.0F2.5A1.9VT0.052W0.9
P/E · β
8.8x
β0.35
R/R
6.1:1
tgt $42
ATR STOP
ATR $1.18
stop $35.42 (2.4%↓)
if entered now
WEIGHT
0.00%
#13
CRL Healthcare
Charles River Labora
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $230.50)
99
FAIR
$230.50
â–² 0.53%
WATCH
FACTORS
M98V87Q39G91Va61R54
ALPHA SIGNALS
E2.2I4.0F2.5A3.7VT6.052W4.3
P/E · β
18.5x
β1.40
R/R
0.1:1
tgt $231
ATR STOP
ATR $8.93
stop $223.80 (2.9%↓)
if entered now
WEIGHT
0.00%
#14
BIIB Healthcare
Biogen Inc.
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $200.62)
98
FAIR
$200.62
â–² 0.00%
WATCH
FACTORS
M92V13Q83G73Va34R86
ALPHA SIGNALS
E3.1I4.0F2.5A3.9VT0.052W3.3
P/E · β
12.3x
β0.16
R/R
4.5:1
tgt $228
ATR STOP
ATR $7.98
stop $194.64 (3.0%↓)
if entered now
WEIGHT
0.00%
#15
GILD Healthcare
Gilead Sciences, Inc
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $130.99)
98
FAIR
$130.99
â–² 0.10%
WATCH
FACTORS
M86V5Q93G55Va35R69
ALPHA SIGNALS
E1.5I4.0F2.5A3.7VT0.052W1.7
P/E · β
13.5x
β0.34
R/R
9.7:1
tgt $158
ATR STOP
ATR $3.71
stop $128.21 (2.1%↓)
if entered now
WEIGHT
0.00%
#16
STX Technology
Seagate Technology H
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $880.00)
98
FAIR
$880.00
â–¼ 3.65%
WATCH
FACTORS
M95V27Q100G93Va14R91
ALPHA SIGNALS
E5.3I4.0F2.5A1.9VT0.052W0.4
P/E · β
29.7x
β2.07
R/R
2.4:1
tgt $1009
ATR STOP
ATR $73.43
stop $827.20 (6.0%↓)
if entered now
WEIGHT
0.00%
#17
INCY Healthcare
Incyte Corporation
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $116.00)
98
FAIR
$116.00
â–¼ 0.59%
WATCH
FACTORS
M66V51Q98G64Va24R96
ALPHA SIGNALS
E2.2I4.0F2.5A1.9VT0.052W4.4
P/E · β
13.0x
β0.76
R/R
-0.6:1
tgt $115
âš  TGT BELOW PRICE
ATR STOP
ATR $3.43
stop $113.42 (2.2%↓)
if entered now
WEIGHT
0.00%
#18
PM Consumer Defensi
Philip Morris Intern
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $192.90)
97
FAIR
$192.90
â–² 0.93%
WATCH
FACTORS
M59V80Q94G27Va73R64
ALPHA SIGNALS
E4.9I4.0F2.5A1.9VT0.052W4.3
P/E · β
21.1x
β0.41
R/R
1.8:1
tgt $201
ATR STOP
ATR $5.57
stop $188.72 (2.2%↓)
if entered now
WEIGHT
0.00%
#19
CF Basic Materials
CF Industries Holdin
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $125.00)
97
FAIR
$125.00
â–¼ 1.35%
WATCH
FACTORS
M86V88Q91G43Va54R81
ALPHA SIGNALS
E1.9I4.0F2.5A1.9VT0.052W2.6
P/E · β
11.2x
β0.39
R/R
0.1:1
tgt $125
ATR STOP
ATR $4.19
stop $121.86 (2.5%↓)
if entered now
WEIGHT
0.00%
#20
ODFL Industrials
Old Dominion Freight
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $234.31)
96
FAIR
$234.31
â–² 1.56%
WATCH
FACTORS
M98V60Q91G32Va6R97
ALPHA SIGNALS
E4.6I4.0F2.5A3.7VT0.052W3.6
P/E · β
36.1x
β1.18
R/R
-0.6:1
tgt $231
âš  TGT BELOW PRICE
ATR STOP
ATR $7.32
stop $228.82 (2.3%↓)
if entered now
WEIGHT
0.00%
#21
HST Real Estate
Host Hotels & Resort
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $24.16)
95
FAIR
$24.16
â–² 0.83%
WATCH
FACTORS
M69V71Q73G27Va56R60
ALPHA SIGNALS
E5.3I4.0F2.5A1.9VT0.052W4.0
P/E · β
24.1x
β1.12
R/R
1.4:1
tgt $25
ATR STOP
ATR $0.53
stop $23.76 (1.7%↓)
if entered now
WEIGHT
0.00%
#22
WAT Healthcare
Waters Corporation
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $384.95)
95
FAIR
$384.95
â–² 0.66%
WATCH
FACTORS
M51V95Q55G77Va45R59
ALPHA SIGNALS
E4.4I4.0F2.5A1.9VT6.052W3.6
P/E · β
22.7x
β1.20
R/R
3.0:1
tgt $413
ATR STOP
ATR $12.24
stop $375.77 (2.4%↓)
if entered now
WEIGHT
0.00%
#23
VTRS Healthcare
Viatris Inc.
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $17.08)
94
FAIR
$17.08
â–¼ 1.13%
WATCH
FACTORS
M77V86Q27G95Va65R86
ALPHA SIGNALS
E2.1I4.0F2.5A1.9VT0.052W4.3
P/E · β
6.6x
β0.90
R/R
2.3:1
tgt $18
ATR STOP
ATR $0.51
stop $16.70 (2.2%↓)
if entered now
WEIGHT
0.00%
#24
MPC Energy
Marathon Petroleum C
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $311.16)
94
FAIR
$311.16
â–¼ 0.36%
WATCH
FACTORS
M96V77Q31G72Va43R92
ALPHA SIGNALS
E4.3I4.0F2.5A1.9VT0.052W4.0
P/E · β
10.6x
β0.52
R/R
-1.1:1
tgt $304
âš  TGT BELOW PRICE
ATR STOP
ATR $8.81
stop $304.55 (2.1%↓)
if entered now
WEIGHT
0.00%
#25
FCX Basic Materials
Freeport-McMoRan, In
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $62.96)
94
FAIR
$62.96
â–¼ 0.85%
WATCH
FACTORS
M63V79Q77G92Va58R34
ALPHA SIGNALS
E5.0I4.0F2.5A1.9VT0.052W2.4
P/E · β
15.4x
β1.36
R/R
4.0:1
tgt $72
ATR STOP
ATR $2.83
stop $60.84 (3.4%↓)
if entered now
WEIGHT
0.00%
#26
NBIS Communication Se
Nebius Group N.V.
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $218.02)
94
FAIR
$218.02
â–¼ 1.34%
WATCH
FACTORS
M94V53Q56G53Va84R95
ALPHA SIGNALS
E6.0I4.0F2.5A1.9VT0.052W0.0
P/E · β
-118.4x
β1.40
R/R
3.1:1
tgt $258
ATR STOP
ATR $24.17
stop $204.94 (6.0%↓)
if entered now
WEIGHT
0.00%
#27
HWM Industrials
Howmet Aerospace Inc
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $287.21)
93
FAIR
$287.21
â–² 0.04%
WATCH
FACTORS
M76V83Q89G75Va4R73
ALPHA SIGNALS
E5.6I4.0F2.5A1.9VT0.052W4.6
P/E · β
47.5x
β1.19
R/R
3.9:1
tgt $312
ATR STOP
ATR $8.54
stop $280.81 (2.2%↓)
if entered now
WEIGHT
0.00%
#28
CASY Consumer Cyclica
Caseys General Store
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $880.35)
92
FAIR
$880.35
â–² 0.58%
WATCH
FACTORS
M85V58Q65G56Va7R98
ALPHA SIGNALS
E5.3I4.0F2.5A1.9VT0.052W4.0
P/E · β
36.4x
β0.62
R/R
3.3:1
tgt $954
ATR STOP
ATR $29.39
stop $858.31 (2.5%↓)
if entered now
WEIGHT
0.00%
#29
HPE Technology
Hewlett Packard Ente
📅 Entered: Jul 24, 2026 Â· 03:47 PM ET  â–² 0.0% P&L (entry $48.00)
92
FAIR
$48.00
â–² 0.76%
WATCH
FACTORS
M94V59Q36G91Va58R93
ALPHA SIGNALS
E6.0I4.0F2.5A1.9VT0.052W0.0
P/E · β
11.9x
β1.44
R/R
8.0:1
tgt $64
ATR STOP
ATR $2.70
stop $45.97 (4.2%↓)
if entered now
WEIGHT
0.00%
📅 EARNINGS GUARD — 1 tickers excluded from new buys (reporting within 5 days)

📅 BKR
v5.0 Scoring Model
Momentum: Skip-month 12M (excl. last 21 days) + 6M + 200MA distance · Volume Momentum: RVOL × EMA breakout strength
ATR Stops: Entry − 2.5×ATR(14) per ticker (replaces flat % stop) · Sector Cap: Hard 25% per sector
Earnings Guard: No new buys within 5 trading days of earnings · Data Gate: 5% deviation check vs prior close
Insider Signal: Open market purchases only · Cluster badge for C-suite buys within 48h
52WH Proximity: Stocks within 5% of 52-week high get full bonus pts · R/R Ratio: Analyst target upside ÷ ATR stop risk
Regime Weights: BUY: 35%M/10%VM/20%Q/20%G · RISK-OFF: 15%M/5%VM/30%Q/20%G/18%R
Max possible score ~150pts · Disclaimer: Not financial advice
Trading Regime & Active Rules ELEVATED VOL Change settings in config/execution.json
Current Regime
Regime tierELEVATED VOLVIX RSI(14) elevated — position cap reduced to 4%, dynamic trimming active
VIX level18.7
VIX RSI(14)61.0> 50 triggers trim
SPY vs EMA20-0.90%
Buy signalNO-BUY
MarginMargin enabled
Position Sizing
Methodscore_weighted
Base size (rank 25)3%lowest conviction
Max size (rank 1)10%full conditions
Max size (VIX RSI>50)4%elevated vol cap
Effective max now3.3%after VIX dampener (0.82×)
Min size (floor)2%
Portfolio Rules
Max deployed80% of buying power
Max positions15 (rank ≤ 25)
Hold zoneRank 26–35 (hold, no new buys)
Sell triggerRank > 15
Sector cap40% per sector
VIX stressReduce to 17 positions + 30% cashVIX > 25
Exit / Stop Rules
Hard stop-4% from entry
ATR trailing2× ATR(14) from highest close
Tighten to1× ATR when RSI(14) > 78 or EMA ext > 15%
VIX emergencyVIX > 40 → sell all, go cash-only
VIX RSI trimVIX RSI > 50 → trim positions to 4%
Trim alertPrice > 15% above EMA20 (advisory)
ALPHA SIGNALS v5.1 2026-07-24 14:45:30 CT · Yahoo Finance · OpenInsider · Claude AI · Not financial advice