AllWallSt Model Portfolio & Conviction Allocator

Interactive institutional portfolio construction translating our active BUY and SELL verdicts into Risk-Tiered dollar allocations, share counts, Operating Cash Flow yield spreads vs. the 5.10% Treasury hurdle, and hard Options Put/Call Wall stop-loss invalidation anchors.

Select Mandate:

Simulated Capital:

Simulated Capital Base

$1,000,000

75% Long ($750K) / 25% Short ($250K)

Weighted OCF Yield

16.07%

vs. 5.10% Sovereign Hurdle

Portfolio Net Beta (β)

0.55x

Hedged Long/Short Volatility

Active Sleeve Holdings

29 Positions

0 T1 • 16 T2 • 2 T3 • 11 T4

Weighted Sleeve Return

+0.70%

Win Rate: 58.6% (17/29 Profitable)

Downside Stop Governance

100% Anchored

Dealer Put/Call Wall Hard Stops

📊 Long/Short Book & GICS Sector Allocation 75% LONG / 25% SHORT

▲ Long Core Book: 75.0% (18 Equities) ▼ Short Hedge Book: 25.0% (11 Equities)

Technology28.9%

Consumer Discretionary15.5%

Healthcare15.1%

Industrials12.3%

Energy11.7%

Financial Services8.4%

Utilities4.6%

🛡️ Harrison Brooks CRO 4-Tier Risk Charter POSITION SIZING DISCIPLINE

Tier 1: Capital Preservation 3.5% – 6.0% Cap

Fortress balance sheets, β < 0.88, positive OCF yield spread vs Treasuries, and zero SEC forensic red flags.

Tier 2: Balanced Core 2.5% – 4.5% Cap

Durable institutional cash compounders (β 0.88 – 1.28) with high GAAP cash conversion and wide economic moats.

Tier 3: Aggressive Growth 1.5% – 3.0% Cap

High-multiple secular winners (β 1.28 – 1.75) requiring strict Put-Wall downside invalidation stops.

Tier 4: Tactical / Short Book 1.0% – 2.5% Cap

Forensic accounting short targets and high-volatility binary catalysts capped to prevent short-squeeze tail risk.

Showing 29 Active Portfolio Positions

Position & Side	CRO Risk Tier & Beta	Target Weight & Allocation ($)	Target Shares & Spot	Entry & Simulated P&L	OCF Yield vs. 10Y	Hard Invalidation Stop	Forensic & Solvency	Research & SEC
ABBVLONG (BUY) AbbVie Inc. Healthcare • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	155 shs @ Spot $293.30 (P/E 22.0x)	+0.86% Entry $290.79 • +$393	22.00% OCF +1690 bps vs 10Y	Put Wall $265 -9.6% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
AMZNLONG (BUY) Amazon.com, Inc. Consumer Discretionary • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	171 shs @ Spot $266.93 (P/E 22.0x)	+0.34% Entry $266.03 • +$155	22.00% OCF +1690 bps vs 10Y	Put Wall $250 -6.3% to Floor • 30D ±13.0%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
COPLONG (BUY) ConocoPhillips Energy • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	339 shs @ Spot $134.47 (P/E 22.0x)	-1.09% Entry $135.95 • -$498	22.00% OCF +1690 bps vs 10Y	Put Wall $130 -3.3% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
HDLONG (BUY) The Home Depot, Inc. Consumer Discretionary • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	129 shs @ Spot $353.42 (P/E 22.0x)	+7.36% Entry $329.20 • +$3,364	22.00% OCF +1690 bps vs 10Y	Put Wall $305 -13.7% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
PFELONG (BUY) Pfizer Inc. Healthcare • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	1,563 shs @ Spot $29.23 (P/E 22.0x)	-4.70% Entry $30.67 • -$2,148	22.00% OCF +1690 bps vs 10Y	Put Wall $25 -14.5% to Floor • 30D ±17.9%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
TSMLONG (BUY) Taiwan Semiconductor Manufacturing Technology • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	117 shs @ Spot $388.62 (P/E 22.0x)	-9.62% Entry $430.00 • -$4,396	22.00% OCF +1690 bps vs 10Y	Put Wall $356 -8.5% to Floor • 30D ±15.1%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
MCDLONG (BUY) McDonald's Corporation Consumer Discretionary • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	162 shs @ Spot $281.44 (P/E 22.0x)	+1.99% Entry $275.95 • +$909	21.10% OCF +1600 bps vs 10Y	Put Wall $250 -11.2% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
LMTLONG (BUY) Lockheed Martin Corporation Industrials • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	77 shs @ Spot $588.19 (P/E 22.0x)	-7.66% Entry $636.95 • -$3,501	17.11% OCF +1201 bps vs 10Y	Put Wall $500 -15.0% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
AMDLONG (BUY) Advanced Micro Devices, Inc. Technology • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	89 shs @ Spot $508.58 (P/E 22.0x)	+3.79% Entry $490.00 • +$1,732	15.42% OCF +1032 bps vs 10Y	Put Wall $250 -50.8% to Floor • 30D ±17.3%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
TXNLONG (BUY) Texas Instruments Incorporated Technology • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	154 shs @ Spot $295.73 (P/E 22.0x)	-1.70% Entry $300.84 • -$777	14.31% OCF +921 bps vs 10Y	Put Wall $240 -18.8% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
CEGLONG (BUY) Constellation Energy Corporation Utilities • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.57% $45,700 Allocation	165 shs @ Spot $276.09 (P/E 22.0x)	+10.46% Entry $249.95 • +$4,780	8.47% OCF +337 bps vs 10Y	Put Wall $220 -20.3% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
JNJLONG (BUY) Johnson & Johnson Healthcare • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.23% $42,300 Allocation	149 shs @ Spot $282.11 (P/E 22.0x)	+4.52% Entry $269.92 • +$1,912	22.00% OCF +1690 bps vs 10Y	Put Wall $260 -7.8% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
SCHWLONG (BUY) The Charles Schwab Corporation Financial Services • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	4.23% $42,300 Allocation	456 shs @ Spot $92.73 (P/E 22.0x)	+0.36% Entry $92.40 • +$152	18.62% OCF +1352 bps vs 10Y	Put Wall $80 -13.7% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
CARRLONG (BUY) Carrier Global Corporation Industrials • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	3.72% $37,200 Allocation	697 shs @ Spot $53.33 (P/E 22.0x)	-3.68% Entry $55.37 • -$1,369	5.03% OCF -7 bps vs 10Y	Put Wall $48 -10.9% to Floor • 30D ±8.7%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
FSLRLONG (BUY) First Solar, Inc. Energy • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	3.72% $37,200 Allocation	194 shs @ Spot $191.61 (P/E 22.0x)	-1.49% Entry $194.51 • -$554	4.11% OCF -99 bps vs 10Y	Put Wall $170 -11.3% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
CVXLONG (BUY) Chevron Corporation Energy • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	3.38% $33,800 Allocation	161 shs @ Spot $209.34 (P/E 22.0x)	+0.00% Entry $209.34 • +$0	4.80% OCF -30 bps vs 10Y	Put Wall $190 -9.0% to Floor • 30D ±5.5%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
QCOMLONG (BUY) QUALCOMM Incorporated Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	3.05% $30,500 Allocation	177 shs @ Spot $171.47 (P/E 22.0x)	+8.78% Entry $157.63 • +$2,678	22.00% OCF +1690 bps vs 10Y	Put Wall $150 -12.5% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
WFCLONG (BUY) Wells Fargo & Company Financial Services • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	2.44% $24,400 Allocation	285 shs @ Spot $85.49 (P/E 22.0x)	+0.48% Entry $85.08 • +$117	-15.00% OCF -2010 bps vs 10Y	Put Wall $72 -15.2% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
SMCISHORT (SELL) Super Micro Computer, Inc. Technology • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	5.57% $55,700 Allocation	1,947 shs @ Spot $28.60 (P/E 22.0x)	-4.49% Entry $27.37 • -$2,501	-13.62% OCF -1872 bps vs 10Y	Call Wall $30 +4.9% to Ceiling • 30D ±3.6%	ALERT (5 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
AVGOSHORT (SELL) Broadcom Inc. Technology • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	3.08% $30,800 Allocation	96 shs @ Spot $319.48 (P/E 22.0x)	+0.68% Entry $321.68 • +$209	22.00% OCF +1690 bps vs 10Y	Call Wall $330 +3.3% to Ceiling • 30D ±14.6%	ALERT (2 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
BASHORT (SELL) The Boeing Company Industrials • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	2.27% $22,700 Allocation	131 shs @ Spot $172.38 (P/E 22.0x)	+8.46% Entry $188.31 • +$1,920	2.13% OCF -297 bps vs 10Y	Call Wall $200 +16.0% to Ceiling • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
ASMLSHORT (SELL) ASML Holding N.V. Technology • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	1.76% $17,600 Allocation	11 shs @ Spot $1513.25 (P/E 22.0x)	+4.32% Entry $1581.65 • +$760	22.00% OCF +1690 bps vs 10Y	Call Wall $1900 +25.6% to Ceiling • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
MASHORT (SELL) Mastercard Incorporated Financial Services • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	1.76% $17,600 Allocation	26 shs @ Spot $655.81 (P/E 22.0x)	-3.09% Entry $636.16 • -$544	22.00% OCF +1690 bps vs 10Y	Call Wall $712 +8.5% to Ceiling • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
TSLASHORT (SELL) Tesla, Inc. Consumer Discretionary • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	1.76% $17,600 Allocation	46 shs @ Spot $378.05 (P/E 22.0x)	-0.00% Entry $378.05 • +$0	22.00% OCF +1690 bps vs 10Y	Call Wall $400 +5.8% to Ceiling • 30D ±12.3%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
INTCSHORT (SELL) Intel Corporation Technology • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	1.76% $17,600 Allocation	296 shs @ Spot $59.37 (P/E 22.0x)	+36.86% Entry $94.03 • +$6,487	19.39% OCF +1429 bps vs 10Y	Call Wall $130 +119.0% to Ceiling • 30D ±16.2%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
ABTSHORT (SELL) Abbott Laboratories Healthcare • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	1.76% $17,600 Allocation	159 shs @ Spot $110.51 (P/E 22.0x)	-10.89% Entry $99.66 • -$1,917	19.13% OCF +1403 bps vs 10Y	Call Wall $120 +8.5% to Ceiling • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
HONSHORT (SELL) Honeywell International Inc. Industrials • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	1.76% $17,600 Allocation	76 shs @ Spot $229.00 (P/E 22.0x)	-6.44% Entry $215.15 • -$1,133	12.82% OCF +772 bps vs 10Y	Call Wall $248 +8.5% to Ceiling • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
EQIXSHORT (SELL) Equinix, Inc. Real Estate • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	1.76% $17,600 Allocation	16 shs @ Spot $1054.50 (P/E 22.0x)	-4.13% Entry $1012.71 • -$727	7.82% OCF +272 bps vs 10Y	Call Wall $1140 +8.1% to Ceiling • 30D ±8.2%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
ARKKSHORT (SELL) ARK Innovation ETF Thematic ETF • $50.0B Mcap	Tier 4: Speculative / Tactical Beta: 1.10x • >35% MDD	1.76% $17,600 Allocation	222 shs @ Spot $78.98 (P/E 22.0x)	+8.76% Entry $86.56 • +$1,542	4.80% OCF -30 bps vs 10Y	Call Wall $85 +7.6% to Ceiling • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
AAPLBENCH (HOLD) Apple Inc. Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $350.69 (P/E 22.0x)	+1.76% Entry $344.63 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $340 -3.0% to Floor • 30D ±10.7%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
BACBENCH (HOLD) Bank of America Corporation Financial Services • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $50.55 (P/E 22.0x)	-1.15% Entry $51.14 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $50 -1.1% to Floor • 30D ±13.2%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
CSCOBENCH (HOLD) Cisco Systems, Inc. Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $98.65 (P/E 22.0x)	+5.11% Entry $93.85 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $80 -18.9% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
GOOGLBENCH (HOLD) Alphabet Inc. Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $288.15 (P/E 22.0x)	-11.11% Entry $324.15 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $270 -6.3% to Floor • 30D ±13.4%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
LLYBENCH (HOLD) Eli Lilly and Company Healthcare • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $1411.95 (P/E 22.0x)	+21.04% Entry $1166.51 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $640 -54.7% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
METABENCH (HOLD) Meta Platforms, Inc. Technology • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $641.37 (P/E 22.0x)	-7.62% Entry $694.25 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $625 -2.6% to Floor • 30D ±15.9%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
MSFTBENCH (HOLD) Microsoft Corporation Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $545.18 (P/E 22.0x)	+1.73% Entry $535.93 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $520 -4.6% to Floor • 30D ±9.2%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
NVDABENCH (HOLD) NVIDIA Corporation Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $178.67 (P/E 22.0x)	+1.44% Entry $176.14 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $170 -4.9% to Floor • 30D ±14.4%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
ORCLBENCH (HOLD) Oracle Corporation Technology • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $119.79 (P/E 22.0x)	-15.32% Entry $141.47 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $105 -12.3% to Floor • 30D ±16.8%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
PGBENCH (HOLD) The Procter & Gamble Company Consumer Defensive • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $168.32 (P/E 22.0x)	+7.32% Entry $156.84 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $155 -7.9% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
VBENCH (HOLD) Visa Inc. Financial Services • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $422.16 (P/E 22.0x)	+5.27% Entry $401.02 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $240 -43.1% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
XOMBENCH (HOLD) ExxonMobil Holdings Corporation Energy • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $164.73 (P/E 22.0x)	-11.33% Entry $185.78 • +$0	22.00% OCF +1690 bps vs 10Y	Put Wall $160 -2.9% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
RTXBENCH (HOLD) RTX Corporation Industrials • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $196.31 (P/E 22.0x)	+3.02% Entry $190.56 • +$0	21.13% OCF +1603 bps vs 10Y	Put Wall $175 -10.9% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
NFLXBENCH (HOLD) Netflix, Inc. Communication Services • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $63.95 (P/E 22.0x)	-9.33% Entry $70.53 • +$0	20.30% OCF +1520 bps vs 10Y	Put Wall $60 -6.2% to Floor • 30D ±16.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
AMGNBENCH (HOLD) Amgen Inc. Healthcare • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $465.23 (P/E 22.0x)	+0.33% Entry $463.68 • +$0	19.92% OCF +1482 bps vs 10Y	Put Wall $350 -24.8% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
GEBENCH (HOLD) GE Aerospace Industrials • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $335.54 (P/E 22.0x)	+7.79% Entry $311.28 • +$0	17.07% OCF +1197 bps vs 10Y	Put Wall $280 -16.6% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
KOBENCH (HOLD) The Coca-Cola Company Consumer Defensive • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $96.03 (P/E 22.0x)	+4.04% Entry $92.30 • +$0	14.82% OCF +972 bps vs 10Y	Put Wall $78 -19.3% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
SLBBENCH (HOLD) SLB N.V. Energy • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $50.38 (P/E 22.0x)	-5.23% Entry $53.16 • +$0	12.98% OCF +788 bps vs 10Y	Put Wall $45 -10.7% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
FCXBENCH (HOLD) Freeport-McMoRan Inc. Basic Materials • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $62.33 (P/E 22.0x)	+4.90% Entry $59.42 • +$0	11.22% OCF +612 bps vs 10Y	Put Wall $50 -19.8% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
CRWVBENCH (HOLD) CoreWeave Inc. Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $48.98 (P/E 22.0x)	-37.05% Entry $77.81 • +$0	6.12% OCF +102 bps vs 10Y	Put Wall $30 -38.8% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
ISRGBENCH (HOLD) Intuitive Surgical, Inc. Healthcare • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $460.56 (P/E 22.0x)	+6.59% Entry $432.10 • +$0	6.06% OCF +96 bps vs 10Y	Put Wall $350 -24.0% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
COINBENCH (HOLD) Coinbase Global, Inc. Financial Services • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $136.10 (P/E 22.0x)	-1.26% Entry $137.83 • +$0	4.85% OCF -25 bps vs 10Y	Put Wall $120 -11.8% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
NEMBENCH (HOLD) Newmont Corporation Basic Materials • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $125.16 (P/E 22.0x)	+0.00% Entry $125.16 • +$0	4.80% OCF -30 bps vs 10Y	Put Wall $105 -16.1% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
PLTRBENCH (HOLD) Palantir Technologies Inc. Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $169.20 (P/E 22.0x)	-15.68% Entry $200.66 • +$0	4.27% OCF -83 bps vs 10Y	Put Wall $90 -46.8% to Floor • 30D ±17.7%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
IRENBENCH (HOLD) IREN Limited Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $21.41 (P/E 22.0x)	-40.08% Entry $35.73 • +$0	4.20% OCF -90 bps vs 10Y	Put Wall $20 -6.6% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
CRWDBENCH (HOLD) CrowdStrike Holdings, Inc. Technology • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $228.58 (P/E 22.0x)	-11.26% Entry $257.57 • +$0	3.22% OCF -188 bps vs 10Y	Put Wall $200 -12.5% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
ARMBENCH (HOLD) Arm Holdings plc Technology • $50.0B Mcap	Tier 2: Balanced Core Beta: 1.10x • 15-25% MDD	0.00% $0 Allocation	0 shs @ Spot $186.30 (P/E 22.0x)	-36.71% Entry $294.37 • +$0	3.05% OCF -205 bps vs 10Y	Put Wall $60 -67.8% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
SNOWBENCH (HOLD) Snowflake Inc. Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $291.14 (P/E 22.0x)	-21.08% Entry $368.89 • +$0	2.44% OCF -266 bps vs 10Y	Put Wall $270 -7.3% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
MSTRBENCH (HOLD) MicroStrategy Incorporated Technology • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $125.59 (P/E 22.0x)	-17.09% Entry $151.47 • +$0	-0.13% OCF -523 bps vs 10Y	Put Wall $80 -36.3% to Floor • 30D ±3.6%	WATCH (1 Flag) +$0.0B Net Cash	Audit Note → 10-K 10-Q
GSBENCH (HOLD) The Goldman Sachs Group, Inc. Financial Services • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $906.22 (P/E 22.0x)	+4.67% Entry $865.82 • +$0	-15.00% OCF -2010 bps vs 10Y	Put Wall $880 -2.9% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
JPMBENCH (HOLD) JPMorgan Chase & Co. Financial Services • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $342.08 (P/E 22.0x)	+1.16% Entry $338.15 • +$0	-15.00% OCF -2010 bps vs 10Y	Put Wall $320 -6.5% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q
MSBENCH (HOLD) Morgan Stanley Financial Services • $50.0B Mcap	Tier 3: Aggressive Growth Beta: 1.10x • 25-35% MDD	0.00% $0 Allocation	0 shs @ Spot $187.10 (P/E 22.0x)	+0.39% Entry $186.38 • +$0	-15.00% OCF -2010 bps vs 10Y	Put Wall $170 -9.1% to Floor • 30D ±3.6%	CLEAN (0 Flags) +$0.0B Net Cash	Audit Note → 10-K 10-Q