Long-term Top 10 — history
Every change to this list, with the reason recorded at the time. One rebalance so far — this page grows with the record.
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 1.
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Who entered, who left, and the reason — with the score moves behind it.
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Timeline
18 Aug 2026
10 in, 0 out, 0 held, 15 passed over
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.
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).
Members over time
still in the listleft the list
This list has had one rebalance so far, so every bar starts and ends on the same day. The strip fills out as the record grows.
The ledger
Every row this list has ever written, newest first. Append-only: a sentence recorded here is never rewritten.
| Date | Company | Event | Rank before | Rank after | Score before | Score after | Reason |
|---|---|---|---|---|---|---|---|
| 18 Aug 2026 | Allstate (ALL) | skipped_sector_cap | — | 22 | 0.0 | 71.8 | Not selected 18 Aug 2026 despite rank 22: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | ATLANTIC UNION BANKSHARES CORP (AUB) | skipped_sector_cap | — | 19 | 0.0 | 72.1 | Not selected 18 Aug 2026 despite rank 19: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | BANNER CORP (BANR) | skipped_sector_cap | — | 18 | 0.0 | 72.5 | Not selected 18 Aug 2026 despite rank 18: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | Popular, Inc. (BPOP) | enter_initial | — | 4 | 0.0 | 77.0 | Entered 18 Aug 2026: first selection for this list at rank 4, score 77.0. |
| 18 Aug 2026 | FIRST BUSEY CORP (BUSE) | skipped_sector_cap | — | 8 | 0.0 | 75.0 | Not selected 18 Aug 2026 despite rank 8: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | Columbia Banking System (COLB) | skipped_sector_cap | — | 24 | 0.0 | 71.7 | Not selected 18 Aug 2026 despite rank 24: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | FIRST BANCORP (FBP) | skipped_sector_cap | — | 9 | 0.0 | 74.7 | Not selected 18 Aug 2026 despite rank 9: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | HCI GROUP INC (HCI) | skipped_sector_cap | — | 6 | 0.0 | 75.5 | Not selected 18 Aug 2026 despite rank 6: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | DORIAN LPG LTD (LPG) | enter_initial | — | 20 | 0.0 | 72.1 | Entered 18 Aug 2026: first selection for this list at rank 20, score 72.1. |
| 18 Aug 2026 | Micron Technology (MU) | enter_initial | — | 1 | 0.0 | 77.9 | Entered 18 Aug 2026: first selection for this list at rank 1, score 77.9. |
| 18 Aug 2026 | Newmont (NEM) | enter_initial | — | 14 | 0.0 | 73.2 | Entered 18 Aug 2026: first selection for this list at rank 14, score 73.2. |
| 18 Aug 2026 | BANK OF NT BUTTERFIELD & SON LTD (NTB) | skipped_sector_cap | — | 17 | 0.0 | 72.7 | Not selected 18 Aug 2026 despite rank 17: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | Nvidia (NVDA) | enter_initial | — | 13 | 0.0 | 73.4 | Entered 18 Aug 2026: first selection for this list at rank 13, score 73.4. |
| 18 Aug 2026 | OFG BANCORP (OFG) | enter_initial | — | 2 | 0.0 | 77.6 | Entered 18 Aug 2026: first selection for this list at rank 2, score 77.6. |
| 18 Aug 2026 | PROVIDENT FINANCIAL SERVICES INC (PFS) | skipped_sector_cap | — | 10 | 0.0 | 74.5 | Not selected 18 Aug 2026 despite rank 10: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | Regions Financial Corporation (RF) | skipped_sector_cap | — | 12 | 0.0 | 73.8 | Not selected 18 Aug 2026 despite rank 12: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | 1ST SOURCE CORP (SRCE) | enter_initial | — | 3 | 0.0 | 77.2 | Entered 18 Aug 2026: first selection for this list at rank 3, score 77.2. |
| 18 Aug 2026 | SouthState Corporation (SSB) | skipped_sector_cap | — | 11 | 0.0 | 74.4 | Not selected 18 Aug 2026 despite rank 11: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | TERRENO REALTY REIT CORP (TRNO) | enter_initial | — | 16 | 0.0 | 73.1 | Entered 18 Aug 2026: first selection for this list at rank 16, score 73.1. |
| 18 Aug 2026 | Ubiquiti (UI) | enter_initial | — | 25 | 0.0 | 71.2 | Entered 18 Aug 2026: first selection for this list at rank 25, score 71.2. |
| 18 Aug 2026 | VICTORY CAPITAL HOLDINGS CLASS A I (VCTR) | skipped_sector_cap | — | 7 | 0.0 | 75.4 | Not selected 18 Aug 2026 despite rank 7: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | Western Alliance Bancorporation (WAL) | skipped_sector_cap | — | 23 | 0.0 | 71.8 | Not selected 18 Aug 2026 despite rank 23: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | WESBANCO INC (WSBC) | enter_initial | — | 5 | 0.0 | 76.0 | Entered 18 Aug 2026: first selection for this list at rank 5, score 76.0. |
| 18 Aug 2026 | WSFS FINANCIAL CORP (WSFS) | skipped_sector_cap | — | 21 | 0.0 | 71.9 | Not selected 18 Aug 2026 despite rank 21: Financials already holds 4 of 10 (sector cap). |
| 18 Aug 2026 | White Mountains Insurance Group (WTM) | skipped_sector_cap | — | 15 | 0.0 | 73.2 | Not selected 18 Aug 2026 despite rank 15: Financials already holds 4 of 10 (sector cap). |
Informational only — NOT financial advice.