A transparent, dated record of a paper portfolio built from the ranking — equal-weight, no leverage, no real capital. Published so the scoring can be judged on results over time, not claims. Benchmarked against SPY over the same window.
| Ticker | Company | Mkt value | Weight | Unreal $ | Unreal % |
|---|---|---|---|---|---|
| VEEV | Veeva Systems Inc. | $11,185 | 10.9% | $+1,422 | +14.57% |
| LULU | Lululemon Athletica Inc. | $10,668 | 10.4% | $+717 | +7.20% |
| RMD | ResMed Inc. | $10,415 | 10.2% | $+515 | +5.21% |
| ADBE | Adobe Inc. | $10,398 | 10.2% | $+564 | +5.74% |
| IT | Gartner, Inc. | $10,383 | 10.2% | $+414 | +4.15% |
| ADSK | Autodesk, Inc. | $10,168 | 9.9% | $+127 | +1.27% |
| FDS | FactSet Research Systems Inc. | $10,112 | 9.9% | $+281 | +2.85% |
| NFLX | Netflix, Inc. | $9,879 | 9.7% | $+46 | +0.47% |
| IDXX | IDEXX Laboratories, Inc. | $9,589 | 9.4% | $-244 | -2.48% |
| CPRT | Copart, Inc. | $9,403 | 9.2% | $-497 | -5.02% |
| TOTAL | $102,200 | 100.0% | +3.37% |