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Long-term Top 10 — Materials — what changed on 19 Aug 2026
A dated record of one session: what entered or left, what moved inside the ten and by how much, who is closest to the boundary, and how the list did against its benchmark. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100.
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.
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Who entered, who left, and the reason — with the score moves behind it.
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Membership
No company entered or left on 19 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 18 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Newmont (NEM) | 1 | 74.7 +1.5 | Long-term trend 63th → 72th |
| Hecla Mining Co (HL) | 2 | 68.4 −1.9 | Long-term trend 62th → 54th |
| CF Industries (CF) | 3 | 66.8 −0.6 | Valuation 76th → 72th |
| Southern Copper (SCCO) | 4 | 66.0 −0.4 | Valuation 29th → 28th |
| Royal Gold (RGLD) | 5 | 64.0 −0.8 | Long-term trend 56th → 54th |
| WARRIOR MET COAL INC (HCC) | 6 +3 | 62.4 +3.0 | Long-term trend 68th → 86th |
| Sonoco (SON) | 7 +3 | 61.1 +2.1 | Long-term trend 51th → 66th |
| UNITED STATES LIME AND MINERALS IN (USLM) | 8 −2 | 59.9 −1.5 | Long-term trend 44th → 37th |
| Carpenter Technology Corporation (CRS) | 9 −1 | 57.2 −2.2 | Long-term trend 72th → 64th |
| COMMERCIAL METALS (CMC) | 11 −4 | 55.2 −4.5 | Long-term trend 63th → 41th |
At the edge
Knocking
- NewMarket (NEU) scores 1.1 above the lowest member — the sector cap, not the score, is what is keeping it out
- KAISER ALUMINIUM CORP (KALU) 1.0 below the lowest member
Closest to the exit
- UNITED STATES LIME AND MINERALS IN (USLM) 7.2 above the score at rank 15, where the hold band ends
- Carpenter Technology Corporation (CRS) 4.5 above the score at rank 15, where the hold band ends
- COMMERCIAL METALS (CMC) 2.5 above the score at rank 15, where the hold band ends
Ranked against 65 eligible Materials companies on this session. A company at the edge is a company near a boundary, not a prediction that it will cross one.
Against the benchmark
+3.5% since the previous session (2026-08-18), against +0.2% for SPY — 3.3 points ahead of the benchmark. Tracked since 2026-08-18.
+3.5% since 2026-08-18, against +0.2% for SPY — 3.3 points ahead of the benchmark. Tracked since 2026-08-18.
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Informational only — NOT financial advice.