How often is Finn Picks updated?

The portfolio is re-screened weekly by Finn, Finvest's AI analyst. Performance shown is simulated with monthly rebalancing on a total-return basis.

FINN PORTFOLIO · REFRESHED 2026-07-23

Finn Picks

The highest-conviction large caps by Finn Score: strong growth, sound financials, and positive momentum, re-screened every week.

+59.4%1-year return

+40.3%vs SPY

-10.9%Max drawdown

Simulated performance of following the screen with monthly rebalancing. Not actual client returns. Total-return basis (dividends included), growth of $100 over the trailing year.

Holdings

28 companies, equal-weighted, re-screened weekly. Click any company for Finn's full thesis and scorecard.

MUMicron Technology, Inc.4.4 NVDANVIDIA Corporation4.1 CRDOCredo Technology Group Holding Ltd4.0 STRLSterling Infrastructure, Inc.3.9 TSMTaiwan Semiconductor Manufacturing Company Limited3.9 HWMHowmet Aerospace Inc.3.9 AMDAdvanced Micro Devices, Inc.3.8 LLYEli Lilly and Company3.8 FIXComfort Systems USA, Inc.3.7 CRSCarpenter Technology Corporation3.7 WDCWestern Digital Corporation3.7 NBIXNeurocrine Biosciences, Inc.3.7 TOLToll Brothers, Inc.3.6 APHAmphenol Corporation3.6 BAPCredicorp Ltd.3.6 ROSTRoss Stores, Inc.3.6 LRCXLam Research Corporation3.6 KLACKLA Corporation3.6 INCYIncyte Corporation3.6

SUSuncor Energy Inc.3.6

KEYSKeysight Technologies, Inc.3.6 STLDSteel Dynamics, Inc.3.6 AITApplied Industrial Technologies, Inc.3.6 ANETArista Networks, Inc.3.6 SPXCSPX Technologies, Inc.3.6 MRVLMarvell Technology, Inc.3.5 VRTVertiv Holdings Co3.5 DYDycom Industries, Inc.3.5

Simulated and hypothetical performance shown. Results do not represent actual client accounts and do not reflect fees or trading costs that would reduce returns. Past performance, simulated or actual, does not guarantee future results. Educational analysis only, not a recommendation to buy or sell any security. Scored by Finn.