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Top 10 / Long-term Top 10

Long-term Top 10

The 10 highest long-term scores among covered companies, rebalanced on the first trading day of each month.

as of 19 Aug 2026rebalanced 18 Aug 2026cadence rebalanced on the first trading day of each monthtracked since 18 Aug 2026HistoryMethod

Tracked against the market equal-weight, exits included

List value against SPY, 2 sessions from 18 Aug to 19 Aug, both rebased to 100.100100.3100.218 Aug19 Aug

Top 10SPY (dashed)rebalance

+0.3% since 2026-08-18, against +0.2% for SPY — level with the benchmark. Tracked since 2026-08-18.

Since start
+0.3%
SPY +0.2% · +0.0 points

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Where the cutoff sits

Score distribution across 982 ranked companies, with the top-ten cutoff at 75.2.cutoff 75.21681115

The cutoff today is 75.2 across 982 ranked covered companies. #11 (SFNC) is 0.3 below it. A member leaves only if it falls past #15 — 74.6 today.

Changes at the 18 Aug 2026 rebalance

Entered

Popular, Inc. (BPOP) — Entered 18 Aug 2026: first selection for this list at rank 4, score 77.0.

DORIAN LPG LTD (LPG) — Entered 18 Aug 2026: first selection for this list at rank 20, score 72.1.

Micron Technology (MU) — Entered 18 Aug 2026: first selection for this list at rank 1, score 77.9.

Newmont (NEM) — Entered 18 Aug 2026: first selection for this list at rank 14, score 73.2.

Nvidia (NVDA) — Entered 18 Aug 2026: first selection for this list at rank 13, score 73.4.

OFG BANCORP (OFG) — Entered 18 Aug 2026: first selection for this list at rank 2, score 77.6.

1ST SOURCE CORP (SRCE) — Entered 18 Aug 2026: first selection for this list at rank 3, score 77.2.

TERRENO REALTY REIT CORP (TRNO) — Entered 18 Aug 2026: first selection for this list at rank 16, score 73.1.

Ubiquiti (UI) — Entered 18 Aug 2026: first selection for this list at rank 25, score 71.2.

WESBANCO INC (WSBC) — Entered 18 Aug 2026: first selection for this list at rank 5, score 76.0.

Skipped by the 4-per-sector cap

Allstate (ALL) — Not selected 18 Aug 2026 despite rank 22: Financials already holds 4 of 10 (sector cap).

ATLANTIC UNION BANKSHARES CORP (AUB) — Not selected 18 Aug 2026 despite rank 19: Financials already holds 4 of 10 (sector cap).

BANNER CORP (BANR) — Not selected 18 Aug 2026 despite rank 18: Financials already holds 4 of 10 (sector cap).

FIRST BUSEY CORP (BUSE) — Not selected 18 Aug 2026 despite rank 8: Financials already holds 4 of 10 (sector cap).

Columbia Banking System (COLB) — Not selected 18 Aug 2026 despite rank 24: Financials already holds 4 of 10 (sector cap).

FIRST BANCORP (FBP) — Not selected 18 Aug 2026 despite rank 9: Financials already holds 4 of 10 (sector cap).

HCI GROUP INC (HCI) — Not selected 18 Aug 2026 despite rank 6: Financials already holds 4 of 10 (sector cap).

BANK OF NT BUTTERFIELD & SON LTD (NTB) — Not selected 18 Aug 2026 despite rank 17: Financials already holds 4 of 10 (sector cap).

PROVIDENT FINANCIAL SERVICES INC (PFS) — Not selected 18 Aug 2026 despite rank 10: Financials already holds 4 of 10 (sector cap).

Regions Financial Corporation (RF) — Not selected 18 Aug 2026 despite rank 12: Financials already holds 4 of 10 (sector cap).

SouthState Corporation (SSB) — Not selected 18 Aug 2026 despite rank 11: Financials already holds 4 of 10 (sector cap).

VICTORY CAPITAL HOLDINGS CLASS A I (VCTR) — Not selected 18 Aug 2026 despite rank 7: Financials already holds 4 of 10 (sector cap).

Western Alliance Bancorporation (WAL) — Not selected 18 Aug 2026 despite rank 23: Financials already holds 4 of 10 (sector cap).

WSFS FINANCIAL CORP (WSFS) — Not selected 18 Aug 2026 despite rank 21: Financials already holds 4 of 10 (sector cap).

White Mountains Insurance Group (WTM) — Not selected 18 Aug 2026 despite rank 15: Financials already holds 4 of 10 (sector cap).

10 of 10 changed. This is the list’s first rebalance, so every member is new.

The 10 members

#Company · why it is hereScore PGHVST RankPrice Since entry In the list since
1 OFG BANCORP (OFG)

Financial health 91st (debt to equity 0.1) and growth 90th (revenue growth year over year 28.2%); weakest is shareholder return (71st, consecutive years of dividend increases 5 years).

Score 81.1 out of 100.81.1 719091837179 1 53.05 18 Aug 2026 +0.0% 18 Aug 2026
2 1ST SOURCE CORP (SRCE)

Growth 96th (revenue growth year over year 43.2%) and long-term trend 84th (a strong uptrend, with buyers in control); weakest is profitability (70th, return on equity 13.4%, operating margin 44.6%).

Score 80.2 out of 100.80.2 709681737184 2 87.90 17 Aug 2026 18 Aug 2026
3 DORIAN LPG LTD (LPG)

Valuation 90th (price to earnings 6.1, price to book 1.3) and profitability 89th (operating margin 57.6%, return on equity 28.4%); weakest is shareholder return (11th, consecutive years of dividend increases 1 year).

Score 76.2 out of 100.76.2 898176901182 5 48.75 18 Aug 2026 +0.0% 18 Aug 2026
4 WESBANCO INC (WSBC)

Growth 95th (revenue growth year over year 39.4%) and financial health 89th (debt to equity 0.1); weakest is profitability (56th, return on equity 8.7%, operating margin 35.1%).

Score 75.7 out of 100.75.7 569589847163 7 41.16 19 Aug 2026 −2.5% 18 Aug 2026
5 Popular, Inc. (BPOP)

Growth 95th (3-year revenue CAGR 29.8%, revenue growth year over year 34.9%) and financial health 80th (debt to equity 0.2); weakest is profitability (65th, return on equity 15.4%, operating margin 28.2%).

Score 75.3 out of 100.75.3 659580717168 9 170.57 19 Aug 2026 −2.9% 18 Aug 2026
6 Nvidia (NVDA)

Growth 99th (3-year revenue CAGR 100%, revenue growth year over year 70.7%) and profitability 98th (operating margin 64%, return on equity 111.7%); weakest is valuation (27th, price to book 26.9, price to earnings 33.3).

Score 75.2 out of 100.75.2 989995273670 10 217.56 19 Aug 2026 −1.0% 18 Aug 2026
7 Newmont (NEM)

Growth 90th (3-year revenue CAGR 23.9%, revenue growth year over year 25.2%) and financial health 90th (free cash flow margin 37.8%, debt to equity 0.2); weakest is shareholder return (21st, consecutive years of dividend increases 2 years).

Score 74.7 out of 100.74.7 869090632172 13 125.08 19 Aug 2026 +7.8% 18 Aug 2026
8 TERRENO REALTY REIT CORP (TRNO)

Financial health 86th (free cash flow margin 31.5%, debt to equity 0.2) and growth 86th (3-year revenue CAGR 19.9%, revenue growth year over year 18.1%); weakest is long-term trend (57th, it is 13.1% below its highest point of the past year).

Score 72.3 out of 100.72.3 608686797157 24 68.59 19 Aug 2026 +0.1% 18 Aug 2026
9 Micron Technology (MU)

Profitability 96th (operating margin 65.6%, return on equity 70.6%) and financial health 89th (debt to equity 0.1, free cash flow margin 29%); weakest is valuation (43rd, price to book 10.5, price to earnings 21.2).

Score 71.8 out of 100.71.8 965989437169 28 937.11 19 Aug 2026 −0.4% 18 Aug 2026
10 Ubiquiti (UI)

Profitability 90th (return on equity 101.4%, operating margin 35.8%) and financial health 90th (debt to equity 0, free cash flow margin 23.9%); weakest is valuation (21st, price to book 29.7, price to earnings 38).

Score 67.4 out of 100.67.4 908990217140 62 590.68 19 Aug 2026 +1.3% 18 Aug 2026

Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. The initials are the pillars of the Long-term score: P profitability, G growth, H financial health, V valuation, S shareholder return, T long-term trend.

Since entry is the price change from the day the member entered this list to its latest stored close.

How the score is built

Profitability 20%Growth 20%Financial health 15%Valuation 15%Shareholder return 10%Long-term trend 20%

The long-term score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 2. Full method → What is the long-term score? →

Questions

How is the long-term score built?

The long-term score is a published weighted sum of percentile ranks, rebalanced on the first trading day of each month. A list is a published formula and its output, not a recommendation. Method version 2. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.

How often does this list change?

Members are rebalanced on the first trading day of each month. Scores are recomputed nightly, but membership only changes at a scheduled rebalance, or immediately if a company stops being eligible. A member is held while it stays inside the top 15, so a small move in rank does not force a change.

What score does a company need to be in this list?

The cutoff today is 75.2 across 982 ranked covered companies. #11 (SFNC) is 0.3 below it. A member leaves only if it falls past #15 — 74.6 today.

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