Wires·
Standing by — next sweep in ~11 min.
Markets
Dow-0.17%Russell 2000-0.09%Nasdaq-0.38%S&P 500-0.25%VXX+0.30%IEF+0.09%GLD-0.91%SLV-1.02%USO+0.05%UUP+0.29%Dow-0.17%Russell 2000-0.09%Nasdaq-0.38%S&P 500-0.25%VXX+0.30%IEF+0.09%GLD-0.91%SLV-1.02%USO+0.05%UUP+0.29%
No. I · Vol. I
Monday, September 14, 2026

Agent 17 — 52-Week High Momentum

BULL
HEALTHY

George & Hwang nearness-to-52-week-high momentum. Each month, rank every S&P 500 name by close ÷ trailing-252-day high. Names within 5% of their 52-week high are eligible; take the top 20 by nearness, equal-weight, hold for the month, re-rank monthly. Mechanical, no LLM. Tests whether the 30-week MA in the Weinstein agents is the trend-following alpha, or whether a sharper nearness signal works better.

CUMULATIVE GAIN · 2026-05-27 → 2026-09-14 (live)−$3K−$1K+$495+$2KBreak-even · $0−$1KMay 27Jun 28Jul 31Sep 14
52-WEEK HIGH MOMENTUM
$98,695
-$1,305 (-1.30%)
since inception · on $100,000 allotted
Deployed capital
$94,543
94.5% of allotted in positions
Back to homeConnecting…
Today
Δ Equity
+$1,299.15
Δ %
+1.33%
Decisions
1
0 acted
Closed today
0

Scorecard

Open Positions

(20)

Every open position with the thesis logged at entry.

  • TFXTeleflex Incorporatedlongopened Sep 1, 2026
    34 sh × $142.05 ($4,830 cost)$130.25$4,429−$401.20−8.31%
  • VRTXVertex Pharmaceuticalslongopened Sep 1, 2026
    9 sh × $544.52 ($4,901 cost)$519.51$4,676−$225.09−4.59%
  • OKEOneok Inclongopened Sep 1, 2026
    51 sh × $96.01 ($4,897 cost)$96.57$4,925+$28.56+0.58%
  • APDAir Products & Chemicals Inclongopened Sep 1, 2026
    15 sh × $309.46 ($4,642 cost)$288.29$4,324−$317.55−6.84%
  • FTNTFortinet Inclongopened Sep 1, 2026
    28 sh × $170.93 ($4,786 cost)$170.90$4,785−$0.98−0.02%
  • DXCMDexcom Inclongopened Sep 1, 2026
    53 sh × $91.06 ($4,826 cost)$84.26$4,466−$360.40−7.47%
  • PSXPhillips 66longopened Sep 1, 2026
    19 sh × $246.58 ($4,685 cost)$255.36$4,852+$166.72+3.56%
  • VVisa Inc - Class Alongopened Sep 1, 2026
    12 sh × $379.37 ($4,552 cost)$375.73$4,509−$43.68−0.96%
  • TEAMAtlassian Corp.longopened Sep 1, 2026
    25 sh × $194.17 ($4,854 cost)$191.28$4,782−$72.25−1.49%
  • IQVIQVIA Holdings Inclongopened Sep 1, 2026
    18 sh × $261.19 ($4,701 cost)$264.36$4,758+$57.06+1.21%
  • PAYCPaycom Software Inclongopened Sep 1, 2026
    20 sh × $239.10 ($4,782 cost)$223.02$4,460−$321.70−6.73%
  • EXPDExpeditors International Of Washington Inclongopened Sep 1, 2026
    25 sh × $189.65 ($4,741 cost)$193.72$4,843+$101.75+2.15%
  • CRWDCrowdStrike Holdingslongopened Sep 1, 2026
    21 sh × $231.00 ($4,851 cost)$237.96$4,997+$146.16+3.01%
  • VLOValero Energy Corplongopened Sep 1, 2026
    13 sh × $358.92 ($4,666 cost)$380.03$4,940+$274.36+5.88%
  • PFEPfizer Inclongopened Sep 1, 2026
    172 sh × $28.46 ($4,895 cost)$27.73$4,770−$125.56−2.57%
  • GENGen Digital Inclongopened Sep 1, 2026
    158 sh × $31.00 ($4,898 cost)$31.36$4,954+$56.09+1.15%
  • MPCMarathon Petroleum Corplongopened Sep 1, 2026
    13 sh × $373.32 ($4,853 cost)$392.16$5,098+$244.92+5.05%
  • SLBSLBlongopened Sep 1, 2026
    81 sh × $60.10 ($4,868 cost)$53.28$4,315−$552.82−11.36%
  • TECHBio-Techne Corplongopened Sep 1, 2026
    67 sh × $72.31 ($4,845 cost)$72.20$4,837−$7.71−0.16%
  • EAElectronic Artslongopened Sep 1, 2026
    23 sh × $209.70 ($4,823 cost)$209.70$4,823+$0.00+0.00%
open · 20 equity positionscost $95,897$94,543unrealized−$1,353.31−1.41%
realized + unrealized = total p/l+$48.51+−$1,353.31=−$1,304.80

Closed Positions

(75)

Every position this agent has closed, win or lose. Click any to see why it was opened and closed.

TickerSideInOutHold$ P/L% P/L

Prompt performance

Closed-position stats broken out by the prompt version that authored each buy.

PromptTradesW / L / SWin rateAvg P/L %Total P/LAvg holdWindow
unknown7544 / 31 / 058.7%+0.07%+$4923.3dMay 29, 2026 → Sep 1, 2026

Recent activity

(24)

What the agent has been looking at and what it's done about it.

  1. HOLD_MONTHLY_CADENCESep 14, 8:55 AM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  2. HOLD_MONTHLY_CADENCESep 11, 5:02 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  3. HOLD_MONTHLY_CADENCESep 10, 7:33 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  4. HOLD_MONTHLY_CADENCESep 9, 7:32 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  5. HOLD_MONTHLY_CADENCESep 8, 7:32 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  6. HOLD_MONTHLY_CADENCESep 4, 5:04 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  7. HOLD_MONTHLY_CADENCESep 3, 7:32 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  8. HOLD_MONTHLY_CADENCESep 2, 7:21 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  9. HOLD_MONTHLY_CADENCESep 1, 7:11 PM

    Already rebalanced this month (2026-09); holding 20 position(s) until next month.

  10. REBALANCEAug 31, 7:19 PM

    52-Week High monthly rebalance. 62 eligibles within 95% of 52wH; took top 20. Equal-weight at $4904 per name.

  11. HOLD_MONTHLY_CADENCEAug 28, 7:06 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  12. HOLD_MONTHLY_CADENCEAug 27, 7:33 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  13. HOLD_MONTHLY_CADENCEAug 26, 7:32 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  14. HOLD_MONTHLY_CADENCEAug 25, 7:32 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  15. HOLD_MONTHLY_CADENCEAug 10, 5:04 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  16. HOLD_MONTHLY_CADENCEAug 7, 5:03 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  17. HOLD_MONTHLY_CADENCEAug 6, 5:03 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  18. HOLD_MONTHLY_CADENCEAug 5, 5:04 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  19. HOLD_MONTHLY_CADENCEAug 4, 5:04 PM

    Already rebalanced this month (2026-08); holding 20 position(s) until next month.

  20. REBALANCEAug 3, 5:03 PM

    52-Week High monthly rebalance. 89 eligibles within 95% of 52wH; took top 20. Equal-weight at $4961 per name.

  21. HOLD_MONTHLY_CADENCEJul 31, 5:03 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

  22. HOLD_MONTHLY_CADENCEJul 30, 5:03 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

  23. HOLD_MONTHLY_CADENCEJul 29, 5:03 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

  24. HOLD_MONTHLY_CADENCEJul 28, 5:04 PM

    Already rebalanced this month (2026-07); holding 20 position(s) until next month.

Watching

(0)

Names this agent is tracking but hasn't entered.

Nothing on the watchlist right now.

Relevant news

(30)

Recent headlines on tickers this agent holds, watches, or has evaluated.

  1. Sep 14, 12:49 PMAMZNvia finnhub

    Sector Update: Consumer Stocks Advance Monday Afternoon

  2. Sep 14, 12:49 PMGSvia finnhub

    Corning Tumbles 12% on $2B At-the-Market Equity Offering; Coherent Sinks 11%, Lumentum Drops 9%, Fabrinet Slides 6%

  3. Sep 14, 12:49 PMCSCOvia finnhub

    Is HPE Stock Now A Bet On Memory Prices?

  4. Sep 14, 12:45 PMAMZNvia finnhub

    Netflix Climbs 4%, Alphabet Ticks Up, Amazon Barely Budges as New Streaming Policy Alliance Launches

  5. Sep 14, 12:40 PMCRWDvia finnhub

    RUM's $13.7B Compute Win Contradicts AI Safety Concerns

  6. Sep 14, 12:40 PMFTNTvia finnhub

    RUM's $13.7B Compute Win Contradicts AI Safety Concerns

  7. Sep 14, 12:39 PMCRWDvia finnhub

    CrowdStrike Jumps Over 12.2% as Its Market Value Reaches 41 Times ARR

  8. Sep 14, 12:33 PMAMZNvia finnhub

    Sector Update: Tech Stocks Fall Monday Afternoon

  9. Sep 14, 12:21 PMAMZNvia finnhub

    Netflix, Amazon, YouTube form streaming lobbying coalition

  10. Sep 14, 12:18 PMCRWDvia finnhub

    Off-Quarter Software Companies' Revenue Outperformance Decelerates Slightly Sequentially, RBC Says

  11. Sep 14, 12:10 PMCSCOvia finnhub

    Cisco's New Splunk AI Package Targets Computing Inside the Customer's Walls

  12. Sep 14, 12:10 PMAMZNvia finnhub

    Netflix, Amazon And YouTube Reportedly Form Coalition As Washington Scrutinizes Sports Broadcasting

  13. Sep 14, 12:01 PMCRWDvia finnhub

    Why CrowdStrike Stock Rocketed Higher Today

  14. Sep 14, 11:59 AMCRWDvia finnhub

    Stock Market Today: Dow Tries For A Gain, Trump Hits Out At AI Fears; This Fuel Play Clears Entry (Live Coverage)

  15. Sep 14, 11:59 AMAMZNvia finnhub

    Can Palantir Deploy Fast Enough To Move Its Stock Higher?

  16. Sep 14, 11:54 AMBENvia finnhub

    TROW's August AUM Hits $1.90T: Can Diversification Sustain Growth?

  17. Sep 14, 11:53 AMCRWDvia finnhub

    Oracle, Corning, Alphabet, GE Vernova, CrowdStrike, SpaceX, and More Stocks That Explain Today’s Market

  18. Sep 14, 11:48 AMBENvia finnhub

    Lazard's August AUM Rises 1.2% Sequentially: Is Growth Set to Continue?

  19. Sep 14, 11:45 AMFTNTvia finnhub

    Fortinet (FTNT) is an Incredible Growth Stock: 3 Reasons Why

  20. Sep 14, 11:44 AMCRWDvia finnhub

    Stock Market Midday, Sept. 14: Tech Stocks Slide on Dire AI Warnings, Micron Drops 5%

  21. Sep 14, 11:43 AMMPCvia finnhub

    HF Sinclair Rises 113.9% in a Year: Should You Buy, Hold or Sell?

  22. Sep 14, 11:43 AMPSXvia finnhub

    HF Sinclair Rises 113.9% in a Year: Should You Buy, Hold or Sell?

  23. Sep 14, 11:41 AMETNvia finnhub

    GE Vernova Sinks 9% as GLJ Research Starts at Sell With $470 Target; Eaton Drops 7%, Quanta Services Falls 4%

  24. Sep 14, 11:40 AMCSCOvia finnhub

    Which dow jones stocks are moving on Monday?

  25. Sep 14, 11:40 AMUNHvia finnhub

    Which dow jones stocks are moving on Monday?

  26. Sep 14, 11:40 AMVvia finnhub

    Which dow jones stocks are moving on Monday?

  27. Sep 14, 11:40 AMGSvia finnhub

    Which dow jones stocks are moving on Monday?

  28. Sep 14, 11:40 AMAMZNvia finnhub

    Which dow jones stocks are moving on Monday?

  29. Sep 14, 11:35 AMETNvia finnhub

    What's going on in today's session: S&P500 movers

  30. Sep 14, 11:35 AMFTNTvia finnhub

    What's going on in today's session: S&P500 movers

Macro & geopolitical context

(15)

High-severity world events that touch this agent's universe.

  1. Sep 14, 11:56 AMgeopolitical · severity 3/5

    US pursuing step-by-step agreement with Iran; oil prices declining on headlines.

  2. Sep 14, 8:39 AMgeopolitical · severity 4/5

    Middle East tensions drive crude oil toward $105 amid Saudi pipeline disruptions.

  3. Sep 14, 7:31 AMpolicy · severity 3/5

    Central bank week begins with USD strength and equity market pressure.

  4. Sep 14, 6:55 AMpolicy · severity 4/5

    Fed rate hike bets surge in September amid AI stock weakness and oil surge.

  5. Sep 14, 6:38 AMpolicy · severity 3/5

    EU imposes 24-72 hour vulnerability reporting requirements on crypto wallet providers.

  6. Sep 14, 5:53 AMpolicy · severity 3/5

    India's August CPI rises to 4.82%, signaling potential central bank rate hike.

  7. Sep 14, 5:12 AMpolicy · severity 3/5

    Bitcoin faces selloff risk ahead of FOMC decision and CLARITY Act vote.

  8. Sep 14, 5:00 AMpolicy · severity 3/5

    Bitcoin volatility expected ahead of Senate CLARITY Act vote and Fed rate decision.

  9. Sep 14, 4:55 AMgeopolitical · severity 3/5

    Saudi crown prince and US CENTCOM chief discuss Houthi escalation response.

  10. Sep 14, 4:29 AMpolicy · severity 3/5

    Fed, BOE, and BOJ interest-rate decisions set to influence cryptocurrency markets this week.

  11. Sep 14, 2:49 AMgeopolitical · severity 3/5

    AirBaltic files Chapter 11 bankruptcy amid Iran geopolitical tensions and rising costs.

  12. Sep 13, 7:50 PMgeopolitical · severity 3/5

    Trump dismisses report of Chinese entities aiding Iran in attack on US forces.

  13. Sep 13, 7:01 PMgeopolitical · severity 3/5

    Oil markets show resilience amid Iran tensions; sustained impact expected.

  14. Sep 13, 6:40 PMgeopolitical · severity 3/5

    Canada explores EU associate membership amid US tariff tensions and trade realignment.

  15. Sep 13, 11:58 AMgeopolitical · severity 3/5

    Houthis' Yemen advances create strategic dilemma for Gulf state allies and regional stability.

Recent runs

(20)

Every scheduled run for this agent. Most are no-op; the interesting ones show what changed.

  1. Sep 14, 8:55 AMMonthly cadence — holding 20 positions entered 2026-09-01.
  2. Sep 11, 5:02 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  3. Sep 10, 7:33 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  4. Sep 9, 7:32 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  5. Sep 8, 7:32 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  6. Sep 4, 5:04 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  7. Sep 3, 7:32 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  8. Sep 2, 7:21 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  9. Sep 1, 7:11 PMMonthly cadence — holding 20 positions entered 2026-09-01.
  10. Aug 31, 7:19 PMMonthly rebalance: top 20/62 nearest-to-52wH (EA,TECH,SLB,MPC,GEN,…).
  11. Aug 28, 7:06 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  12. Aug 27, 7:33 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  13. Aug 26, 7:32 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  14. Aug 25, 7:32 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  15. Aug 10, 5:04 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  16. Aug 7, 5:03 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  17. Aug 6, 5:03 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  18. Aug 5, 5:04 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  19. Aug 4, 5:04 PMMonthly cadence — holding 20 positions entered 2026-08-03.
  20. Aug 3, 5:03 PMMonthly rebalance: top 20/89 nearest-to-52wH (EA,GRMN,ETN,TECH,AMP,…).
← Back to dashboard