← 26 Aug 2026 · Long-term Top 10 — Materials
Long-term Top 10 — Materials — what changed on 27 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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Membership
No company entered or left on 27 Aug 2026. The next scheduled change is at this list's next rebalance.
Inside the ten
Against the previous session, 26 Aug 2026.
| Company | Rank | Score | Pillar that moved most |
|---|---|---|---|
| Newmont (NEM) | 2 | 76.6 −0.1 | Valuation 63rd → 62nd |
| Hecla Mining Co (HL) | 5 +1 | 69.6 +0.4 | Long-term trend 55th → 58th |
| Southern Copper (SCCO) | 6 −1 | 69.5 +0.2 | Long-term trend 82nd → 84th |
| CF Industries (CF) | 7 | 68.5 0.0 | no pillar moved materially |
| WARRIOR MET COAL INC (HCC) | 8 +1 | 66.0 +0.5 | Long-term trend 83rd → 86th |
| Royal Gold (RGLD) | 9 −1 | 65.6 0.0 | Long-term trend 63rd → 64th |
| UNITED STATES LIME AND MINERALS IN (USLM) | 10 | 62.1 +0.1 | Long-term trend 41st → 42nd |
| Sonoco (SON) | 11 | 61.0 −0.5 | Long-term trend 66th → 63rd |
| Carpenter Technology Corporation (CRS) | 14 | 56.7 −0.1 | Valuation 16th → 15th |
| COMMERCIAL METALS (CMC) | 18 | 54.7 +0.1 | Long-term trend 34th → 35th |
At the edge
Knocking
- AngloGold Ashanti (AU) scores 25.5 above the lowest member — the sector cap, not the score, is what is keeping it out
- Coeur Mining, Inc. (CDE) scores 21.6 above the lowest member — the sector cap, not the score, is what is keeping it out
Closest to the exit
- Sonoco (SON) 5.2 above the score at rank 15, where the hold band ends
- Carpenter Technology Corporation (CRS) 0.9 above the score at rank 15, where the hold band ends
- COMMERCIAL METALS (CMC) 1.1 below the score at rank 15, where the hold band ends
Ranked against 77 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.
+1.1% since the previous session (2026-08-26), against +0.7% for SPY — 0.5 points ahead of the benchmark. Tracked since 2026-08-18.
+7.1% since 2026-08-18, against +0.5% for SPY — 6.6 points ahead of the benchmark. Tracked since 2026-08-18.
Both curves are total return through 27 Aug 2026: a distribution buys more of the company that paid it, on the benchmark as much as on the list.
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Informational only — NOT financial advice.