TrendRunner — Stage-Gated Momentum Report

As of
2026-07-24
market data as-of date
Risk Mode
BALANCED
AGGRESSIVE / BALANCED / RESILIENT
XLK Gate
S&P 500 EX-TECH (fallback)
universe: S&P 500 ex-Technology
SPY Market Stage
▲ ADVANCING
regime deployment dial
Watchlist
15
top 15 shown
Trading
6
top 6 actually sized
Risk mode reminder — RESILIENT (equal-weight): best stress-test resilience of everything backtested. BALANCED (30%-capped score-weight, current default): closer to the original CAGR target with modest resilience cost. AGGRESSIVE (uncapped score-weight): highest backtested CAGR, most stress-test risk. See ../README.md for full backtested numbers behind this choice.

Watchlist — top 15 Stage-2 candidates (S&P 500 ex-Technology)

#TickerScoreWeeks in Stage 212-1 Return26w RS vs SPY1D1W1MYTD1YTraded
1 MRNA +0.8260 26 +149.8% +15.4% +0.5% -7.3% -5.2% +85.7% +136.9%
2 CNC +0.7648 7 +112.6% +40.4% -0.1% -4.1% +1.2% +52.5% +115.1%
3 HUM +0.5929 10 +16.6% +101.9% -0.6% -2.0% +8.4% +49.0% +26.4%
4 JBHT +0.5459 31 +86.5% +22.7% +0.5% -0.2% +8.1% +48.4% +101.7%
5 DVA +0.5347 12 +55.6% +51.4% +0.2% -0.9% +10.2% +105.0% +71.5%
6 STLD +0.5234 40 +87.1% +17.5% +0.2% +2.4% -0.1% +37.4% +86.9%
7 VLO +0.5125 45 +57.1% +45.4% -0.1% -1.5% +25.8% +86.5% +97.7%
8 NUE +0.4374 33 +64.3% +23.2% +0.0% +2.0% +0.3% +42.9% +64.8%
9 MPC +0.4260 29 +36.8% +48.4% -0.4% -0.5% +26.2% +90.1% +72.7%
10 TRGP +0.3870 22 +59.7% +17.7% -0.2% +0.7% +7.0% +54.1% +71.0%
11 WST +0.3802 16 +39.7% +36.4% +0.5% -0.3% +5.0% +29.5% +46.6%
12 UNH +0.3603 10 +31.8% +40.3% +0.6% -0.0% +5.0% +28.4% +38.4%
13 FDX +0.3520 28 +75.5% -5.1% +0.1% +1.0% -0.3% +34.8% +75.0%
14 CVS +0.3410 15 +37.5% +30.7% +0.6% +0.0% +5.5% +36.4% +45.1%
15 CRL +0.3184 9 +25.3% +38.3% +0.5% +2.7% +14.1% +13.9% +43.0%

Target Allocation — top 6 actually traded (BALANCED)

TickerWeightIllustrative $Score
MRNA 19.6% $19,628 /$100k +0.8260
CNC 18.2% $18,174 /$100k +0.7648
HUM 14.1% $14,088 /$100k +0.5929
JBHT 13.0% $12,971 /$100k +0.5459
DVA 12.7% $12,704 /$100k +0.5347
STLD 12.4% $12,436 /$100k +0.5234

Sector Leadership (informational — not a trading signal)

Ranked by the same RSI(14) mechanism as the XLK gate, across all 11 GICS sector ETFs. This is visibility only: TrendRunner's live universe selection remains the single XLK gate (Tech-broad vs S&P 500 fallback, above) — sector-rotation was backtested as a full trading mechanism and found to be a genuine trade-off (better 2022-style protection, worse 2008-style), so it was not adopted. See ../README.md for that analysis.
#ETFSectorRSI(14)Hot (>50)
1 XLE Energy TOP 3 69.6 🔥
2 XLU Utilities TOP 3 61.1 🔥
3 XLV Healthcare TOP 3 59.8 🔥
4 XLF Financial Services 59.7 🔥
5 XLI Industrials 56.2 🔥
6 XLRE Real Estate 54.6 🔥
7 XLP Consumer Defensive 47.9
8 XLB Basic Materials 44.9
9 XLK Technology 44.7
10 XLC Communication Services 33.3
11 XLY Consumer Cyclical 31.4

Account Context (read-only)

Positions below reflect what is actually held in each account right now, regardless of which engine's ledger recorded them — TrendRunner is not currently enabled to trade either account (see config/execution.json and README's account handoff plan).

Webull Roth IRA (CUV2RHN2) READ-ONLY

TickerQtyAvg CostHeld by engine
ETR12$115.45atlas
AAPL9$327.66atlas
BMY60$60.54atlas
REG45$80.97atlas
VTRS206$16.68atlas
WMB20$74.51atlas
XEL16$80.46atlas
GS2$1,071.98atlas
VTRS141$16.26webull_secondary
REG29$80.34webull_secondary
JPM4$338.24atlas
STT7$184.03atlas
TDY2$644.03atlas
WFC14$87.22atlas
EQT39$54.01atlas
IP51$38.11atlas
WAT4$370.84atlas

Webull Rollover IRA (CUV2RH46) READ-ONLY

TickerQtyAvg CostHeld by engine
SNA5$406.31atlas
WSM14$224.27atlas
ETR34$114.39atlas
GL14$184.39atlas
GILD19$134.43atlas
BMY41$60.12atlas
COF12$206.54atlas
FFIV6$413.15atlas
GRMN14$241.23atlas
NTRS3$183.03atlas
REG45$80.34atlas
RJF17$167.81atlas
VTRS218$16.25atlas
GS2$1,058.49atlas
BLK2$1,070.47atlas
STT10$182.05atlas
TPR19$141.02atlas
JPM7$338.22atlas