← 21 Aug 2026 · Long-term Top 10 — Materials
Long-term Top 10 — Materials — what changed on 24 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 3.
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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 24 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Not compared with the previous session, 21 Aug 2026: those rows were scored under method version 2 and this session under version 3, and the formula changed between them, so a score is only comparable within one version.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Newmont (NEM) | 2 | 76.6 0.0 | no pillar moved materially |
| Hecla Mining Co (HL) | 5 | 69.1 0.0 | no pillar moved materially |
| Southern Copper (SCCO) | 6 | 69.0 0.0 | no pillar moved materially |
| CF Industries (CF) | 7 | 68.9 0.0 | no pillar moved materially |
| WARRIOR MET COAL INC (HCC) | 8 | 65.7 0.0 | no pillar moved materially |
| Royal Gold (RGLD) | 9 | 65.2 0.0 | no pillar moved materially |
| UNITED STATES LIME AND MINERALS IN (USLM) | 10 | 62.2 0.0 | no pillar moved materially |
| Sonoco (SON) | 11 | 61.1 0.0 | no pillar moved materially |
| Carpenter Technology Corporation (CRS) | 14 | 56.6 0.0 | no pillar moved materially |
| COMMERCIAL METALS (CMC) | 20 | 53.6 0.0 | no pillar moved materially |
At the edge
Knocking
- AngloGold Ashanti (AU) scores 26.8 above the lowest member — the sector cap, not the score, is what is keeping it out
- Coeur Mining, Inc. (CDE) scores 22.2 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- Sonoco (SON) 4.7 above the score at rank 15, where the hold band ends
- Carpenter Technology Corporation (CRS) 0.2 above the score at rank 15, where the hold band ends
- COMMERCIAL METALS (CMC) 2.8 below the score at rank 15, where the hold band ends
Ranked against 78 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
SPY is the S&P 500 ETF — the US large-cap market average.
−0.7% since the previous session (2026-08-21), against −0.3% for SPY — 0.4 points behind the benchmark. Tracked since 2026-08-18.
+5.7% since 2026-08-18, against −0.5% for SPY — 6.2 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 24 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
More
Informational only — NOT financial advice.