Mingdom Alpha
as of 2026-07-21 3:45 PM PDT
Data as of
2026-07-21 3:45 PM PDT
Web data generated
2026-07-21 3:45 PM PDT
Alpha report generated
2026-07-21 3:45 PM PDT
Alpha web build revision ff62eb4eeaa6

Book

Trading10Investment21Fidelity8Roth16IRA0All48

Book x Alpha

Folio book + Alpha ranksgen 2026-07-21 3:45 PM PDTas of 2026-07-21T22:35:4921 holdings
TickerSort alphabetically by ticker symbol.WeightDelta-adjusted exposure as a percent of the selected book scope. Raw account values are not published.CoreCore Rank score and rank.RSMarket-only RS Rank score and rank. Book tickers in the Alpha universe are refreshed by update; outside-universe holdings show N/A.DetailsOpen row details: weights, position mix, and technical momentum context.
METAMeta Platforms, Inc.Sector: Communication ServicesIndustry: Internet Content & InformationOpen META on Seeking Alpha in a new tab.
META book read
Weight 14.6% · Market 14.6% · Beta 14.6% · Risk 14.6% · 1 positions
Weight 14.6%Market 14.6%		14.6%13.140.4
META book read
Weight 14.6% · Market 14.6% · Beta 14.6% · Risk 14.6% · 1 positions
GOOGLAlphabet Inc.Sector: Communication ServicesIndustry: Internet Content & InformationOpen GOOGL on Seeking Alpha in a new tab.
GOOGL book read
Weight 12.8% · Market 12.8% · Beta 12.8% · Risk 12.8% · 1 positions
Weight 12.8%Market 12.8%		12.8%2.849.8
GOOGL book read
Weight 12.8% · Market 12.8% · Beta 12.8% · Risk 12.8% · 1 positions
AMZNAmazon.com, Inc.Sector: Consumer CyclicalIndustry: Specialty RetailOpen AMZN on Seeking Alpha in a new tab.
AMZN book read
Weight 12.6% · Market 12.6% · Beta 12.6% · Risk 12.6% · 1 positions
Weight 12.6%Market 12.6%		12.6%27.544.5
AMZN book read
Weight 12.6% · Market 12.6% · Beta 12.6% · Risk 12.6% · 1 positions
UBERUber Technologies, Inc.Sector: TechnologyIndustry: Software - ApplicationOpen UBER on Seeking Alpha in a new tab.
UBER book read
Weight 7.8% · Market 5.5% · Beta 7.8% · Risk 5.5% · 1 stock / 1 option positions
Weight 7.8%Market 5.5%		7.8%89.020.1
UBER book read
Weight 7.8% · Market 5.5% · Beta 7.8% · Risk 5.5% · 1 stock / 1 option positions
NVDANVIDIA CorporationSector: TechnologyIndustry: SemiconductorsOpen NVDA on Seeking Alpha in a new tab.
NVDA book read
Weight 7.6% · Market 7.6% · Beta 7.6% · Risk 7.6% · 1 positions
Weight 7.6%Market 7.6%		7.6%7.057.7
NVDA book read
Weight 7.6% · Market 7.6% · Beta 7.6% · Risk 7.6% · 1 positions
TSMTaiwan Semiconductor Manufacturing Company LimitedSector: TechnologyIndustry: SemiconductorsOpen TSM on Seeking Alpha in a new tab.
TSM book read
Weight 6.6% · Market 6.6% · Beta 6.6% · Risk 6.6% · 1 positions
Weight 6.6%Market 6.6%		6.6%52.582.6
TSM book read
Weight 6.6% · Market 6.6% · Beta 6.6% · Risk 6.6% · 1 positions
VGTOpen VGT on Seeking Alpha in a new tab.
VGT book read
Weight 2.6% · Market 2.6% · Beta 2.6% · Risk 2.6% · 1 positions
Weight 2.6%Market 2.6%		2.6%N/AN/A
VGT book read
Weight 2.6% · Market 2.6% · Beta 2.6% · Risk 2.6% · 1 positions
IGVOpen IGV on Seeking Alpha in a new tab.
IGV book read
Weight 2.3% · Market 2.3% · Beta 2.3% · Risk 2.3% · 1 positions
Weight 2.3%Market 2.3%		2.3%N/AN/A
IGV book read
Weight 2.3% · Market 2.3% · Beta 2.3% · Risk 2.3% · 1 positions
VHTOpen VHT on Seeking Alpha in a new tab.
VHT book read
Weight 2.3% · Market 2.3% · Beta 2.3% · Risk 2.3% · 1 positions
Weight 2.3%Market 2.3%		2.3%N/AN/A
VHT book read
Weight 2.3% · Market 2.3% · Beta 2.3% · Risk 2.3% · 1 positions
ASMLASML Holding N.V.Sector: TechnologyIndustry: SemiconductorsOpen ASML on Seeking Alpha in a new tab.
ASML book read
Weight 2.2% · Market 2.2% · Beta 2.2% · Risk 2.2% · 1 positions
Weight 2.2%Market 2.2%		2.2%49.488.1
ASML book read
Weight 2.2% · Market 2.2% · Beta 2.2% · Risk 2.2% · 1 positions
SHOPShopify Inc.Sector: TechnologyIndustry: Software - ApplicationOpen SHOP on Seeking Alpha in a new tab.
SHOP book read
Weight 2.1% · Market 2.1% · Beta 2.1% · Risk 2.1% · 1 positions
Weight 2.1%Market 2.1%		2.1%2.517.1
SHOP book read
Weight 2.1% · Market 2.1% · Beta 2.1% · Risk 2.1% · 1 positions
VOOOpen VOO on Seeking Alpha in a new tab.
VOO book read
Weight 1.9% · Market 1.9% · Beta 1.9% · Risk 1.9% · 1 positions
Weight 1.9%Market 1.9%		1.9%N/AN/A
VOO book read
Weight 1.9% · Market 1.9% · Beta 1.9% · Risk 1.9% · 1 positions
MELIMercadoLibre, Inc.Sector: Consumer CyclicalIndustry: Specialty RetailOpen MELI on Seeking Alpha in a new tab.
MELI book read
Weight 1.9% · Market 1.9% · Beta 1.9% · Risk 1.9% · 1 positions
Weight 1.9%Market 1.9%		1.9%62.827.5
MELI book read
Weight 1.9% · Market 1.9% · Beta 1.9% · Risk 1.9% · 1 positions
PANWPalo Alto Networks, Inc.Sector: TechnologyIndustry: Software - InfrastructureOpen PANW on Seeking Alpha in a new tab.
PANW book read
Weight 1.7% · Market 1.7% · Beta 1.7% · Risk 1.7% · 1 positions · Momentum 1M 18.9%, 3M 101.8%, volume 0.9x 20-day avg
Weight 1.7%Market 1.7%		1.7%2.197.4
PANW book read
Weight 1.7% · Market 1.7% · Beta 1.7% · Risk 1.7% · 1 positions · Momentum 1M 18.9%, 3M 101.8%, volume 0.9x 20-day avg
MSFTMicrosoft CorporationSector: TechnologyIndustry: Software - InfrastructureOpen MSFT on Seeking Alpha in a new tab.
MSFT book read
Weight 1.7% · Market 1.7% · Beta 1.7% · Risk 1.7% · 1 positions
Weight 1.7%Market 1.7%		1.7%29.824.6
MSFT book read
Weight 1.7% · Market 1.7% · Beta 1.7% · Risk 1.7% · 1 positions
APPAppLovin CorporationSector: TechnologyIndustry: Software - ApplicationOpen APP on Seeking Alpha in a new tab.
APP book read
Weight 1.2% · Market 1.2% · Beta 1.2% · Risk 1.2% · 1 positions
Weight 1.2%Market 1.2%		1.2%20.513.2
APP book read
Weight 1.2% · Market 1.2% · Beta 1.2% · Risk 1.2% · 1 positions
VEEVVeeva Systems Inc.Sector: HealthcareIndustry: Medical - Healthcare Information ServicesOpen VEEV on Seeking Alpha in a new tab.
VEEV book read
Weight 1.1% · Market 1.1% · Beta 1.1% · Risk 1.1% · 1 positions · Momentum 1M 23.4%, 3M 12.1%, volume 0.6x 20-day avg
Weight 1.1%Market 1.1%		1.1%17.738.0
VEEV book read
Weight 1.1% · Market 1.1% · Beta 1.1% · Risk 1.1% · 1 positions · Momentum 1M 23.4%, 3M 12.1%, volume 0.6x 20-day avg
NOWServiceNow, Inc.Sector: TechnologyIndustry: Software - ApplicationOpen NOW on Seeking Alpha in a new tab.
NOW book read
Weight 0.9% · Market 0.9% · Beta 0.9% · Risk 0.9% · 1 positions · Momentum 1M 7.4%, 3M 2.3%, volume 1.0x 20-day avg
Weight 0.9%Market 0.9%		0.9%35.725.9
NOW book read
Weight 0.9% · Market 0.9% · Beta 0.9% · Risk 0.9% · 1 positions · Momentum 1M 7.4%, 3M 2.3%, volume 1.0x 20-day avg
UUnity Software Inc.Sector: TechnologyIndustry: Software - ApplicationOpen U on Seeking Alpha in a new tab.
U book read
Weight 0.8% · Market 0.8% · Beta 0.8% · Risk 0.8% · 1 positions · Momentum 1M 8.7%, 3M 12.6%, volume 1.5x 20-day avg
Weight 0.8%Market 0.8%		0.8%37.227.8
U book read
Weight 0.8% · Market 0.8% · Beta 0.8% · Risk 0.8% · 1 positions · Momentum 1M 8.7%, 3M 12.6%, volume 1.5x 20-day avg
BRK.BOpen BRK.B on Seeking Alpha in a new tab.
BRK.B book read
Weight 0.7% · Market 0.7% · Beta 0.7% · Risk 0.7% · 1 positions
Weight 0.7%Market 0.7%		0.7%N/AN/A
BRK.B book read
Weight 0.7% · Market 0.7% · Beta 0.7% · Risk 0.7% · 1 positions
TCEHYTencent Holdings LimitedSector: Communication ServicesIndustry: Internet Content & InformationOpen TCEHY on Seeking Alpha in a new tab.
TCEHY book read
Weight 0.5% · Market 0.5% · Beta 0.5% · Risk 0.5% · 1 positions
Weight 0.5%Market 0.5%		0.5%56.013.5
TCEHY book read
Weight 0.5% · Market 0.5% · Beta 0.5% · Risk 0.5% · 1 positions