We’re Enacting Part 1 of Our Quarterly EPS All-Stars Reconstitution Process
We will trim two basket residents and close out two others, locking in big gains along the way.
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| Symbol | Transaction Type | # Shares Traded | Recent Price $ | Shares Owned After Trade | % Portfolio |
|---|---|---|---|---|---|
| CRDO | Sell | 268 | 275.29 | 0 | 0.0 |
| HBM | Sell | 1,182 | 23.78 | 0 | 0.0 |
| BE | Sell | 30 | 295.98 | 158 | 0.8 |
| MU | Sell | 34 | 1,156.23 | 40 | 0.7 |
After you receive this Alert, the Pro Portfolio will make the following trades:
— Sell all 268 shares of Credo Technology (CRDO) at or near $273.50. This will close out the Portfolio’s CRDO position, which returned more than 180%.
— Sell all 1,182 shares of Hudbay Minerals (HBM) at or near $23.50. This will close out the Portfolio’s HMB position, which returned more than 10%.
— Sell 30 shares of Bloom Energy (BE) at or near $293.50. Following the trade, we will own 158 BE shares, accounting for roughly 0.75% of the Pro Portfolio’s assets.
— Sell 34 shares of Micron Technology (MU) at or near $1,148. Following the trade, we will own 40 MU shares, accounting for roughly 0.75% of the Pro Portfolio’s assets.
The first part of the quarterly reconstitution process for our EPS All-Stars basket is to remove the existing positions that didn’t make the cut for the new basket and trim back any remaining ones that have moved past the starting position size. Usually, the latter implies a significant move in the shares and a nice contribution to the Portfolio’s performance during the quarter we’re about to wrap up.
This time around, that means trimming back our exposure to Bloom Energy and Micron, each to 0.75% of the Portfolio assets. While up from the 0.50% size when they joined the basket at the start of Q2 2026, their significant moves during quarter led them to become 0.9% and 1.4%, respectively, of the Portfolio’s assets. That is triggering some required trimming. And yes, it’s a very profitable action with gains near 225% on this slug of MU shares and ~115% for BE.
We are also exiting shares of Hudbay Minerals and Credo Technology to make room for two new holdings in the EPS All-Stars basket. Those will be revealed early Wednesday morning, well ahead of the market open, to give members time to line up their trades for when trading begins. Alongside those moves Wednesday, we will be scaling up the positions in the basket that are being carried over for Q3 2026, bringing them each up to a 0.75% position size as we begin the new quarter.
More Pro Portfolio:
- Adding to Our Microsoft Position on Weakness
- 30 Signals Across the Portfolio’s 10 Themes and Strategies
- Weekly Roundup: What We’re Watching as Markets Get Jiggy
(Please note that we are looking to execute these trades at or near the share price mentioned above. Once the trade is completed, subscribers can see the trade’s executed price here. Be sure to toggle the chart to sort by Purchase Date.)
At the time of publication, TheStreet Pro Portfolio was long BE, CRDO, HBM, and MU.
