← 20 Aug 2026 · Long-term Top 10 — Materials
Long-term Top 10 — Materials — what changed on 21 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 21 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 20 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Newmont (NEM) | 1 | 75.5 +0.4 | Long-term trend 75th → 78th |
| CF Industries (CF) | 2 +1 | 68.9 +0.6 | Long-term trend 68th → 72th |
| Hecla Mining Co (HL) | 3 −1 | 68.8 0.0 | no pillar moved materially |
| Southern Copper (SCCO) | 4 | 68.7 +1.6 | Long-term trend 73th → 83th |
| Royal Gold (RGLD) | 5 | 64.9 +0.3 | Long-term trend 57th → 59th |
| Sonoco (SON) | 6 +1 | 62.3 +0.3 | Long-term trend 71th → 73th |
| WARRIOR MET COAL INC (HCC) | 7 −1 | 62.0 −0.3 | Valuation 55th → 53th |
| UNITED STATES LIME AND MINERALS IN (USLM) | 8 | 61.1 −0.3 | Valuation 40th → 39th |
| Carpenter Technology Corporation (CRS) | 9 | 56.8 −0.2 | Long-term trend 62th → 61th |
| COMMERCIAL METALS (CMC) | 15 −3 | 52.8 −2.2 | Long-term trend 39th → 29th |
At the edge
Knocking
- Ball Corporation (BALL) scores 3.5 above the lowest member — the sector cap, not the score, is what is keeping it out
- NewMarket (NEU) scores 3.5 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- UNITED STATES LIME AND MINERALS IN (USLM) 8.3 above the score at rank 15, where the hold band ends
- Carpenter Technology Corporation (CRS) 4.0 above the score at rank 15, where the hold band ends
- COMMERCIAL METALS (CMC) 0.0 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
+2.5% since the previous session (2026-08-20), against +0.4% for SPY — 2.1 points ahead of the benchmark. Tracked since 2026-08-18.
+6.6% since 2026-08-18, against −0.2% for SPY — 6.8 points ahead of the benchmark. Tracked since 2026-08-18.
More
Informational only — NOT financial advice.