THE SAGAL STOCK PICKS
FOR JULY 2026
(Last Update Saturday, July 11, 2026)

"QUITE SIMPLY, THE BEST STOCK RATINGS & PICKS ON THE INTERNET."

—   Investors' Daily Weekly


This list, updated monthly (with a few exceptions), is provided for the purpose of building a fairly aggressive (but somewhat balanced) stock portfolio. Return expectations are high, which automatically means that risk is also high.

The numbers in the "Sagal Rating" column are my personal ratings, and represent the order of investment quality according to me and me alone:
90% and above is a must buy at all costs;
80% and above, but less than 90%, is a strong buy;
70% and above, but less than 80%, is a buy
65% and above, but less than 70%, is a hold but not quite a buy;
60% and above, but less than 65%, is a possible (or probable) sell;
below 60% is usually a sell (exceptions for cause may apply);
below 50% is almost always a strong sell (again, exceptions for cause may apply).
(As you will note, there are some exceptions for cause to the sell rules in several cases.
Exceptions often mean that this is a permanent holding or something of a timely nature is going on with this stock at the present time.)

A green Sagal Rating box indicates a strong buy; pale green indicates a buy; yellow indicates a hold; and red indicates a sell. With some exceptions (with which you need not concern yourself), stocks rated lower than 70% are either not listed or are listed because, although riskier than most, they are currently very hot.

IMPORTANT NOTE: Several excellent stocks may show VERY TEMPORARY low ratings due to short term price surges or news. Stocks being held for extended periods but with RED ratings usually fall in that temporary situation.

Stocks with names in yellow boxes have earned a lot of money and are now PERMANENT CORE HOLDINGS.
Stocks with names in light green boxes have turned high profits and are BEING CONSIDERED AS ADDITIONAL PERMANENT CORE HOLDINGS.
Stocks with names in light blue boxes are being considered as TEMPORARY CORE HOLDINGS, possibly to be added to permanent core holdings when they have EARNED enough profits to qualify.

Finally, in the spirit of full disclosure, any stock whose Rank Number in the far left column appears in dark bold is currently owned by us in our portfolio, and all stocks whose Rank Numbers appear in light italics are not part of the currently held portfolio.
(Why are we not holding all of our stock picks? The model we have defined for our stock portfolio limits the number of stocks held at any given time to no more than fifty. Our choices of which fifty to own are based on sector and other diversification, and optimum tradeability for maximized profits. Our choice of which not to own may also indicate a diversification factor, a litigation situation, a specific product problem or a lousy CEO.)

LEGAL WAIVER: EVERYTHING HERE IS A MATTER OF OPINION, based on independent research /analysis. Absolutely no one (except you) (and especially me) is responsible should any of the stocks listed here, or the tech market or the financial market, or the market in general suffer a decline, or pull a 1929.



Rank
THE PORTFOLIO
(SELECTED OUT OF 3,433 STOCKS BEING FOLLOWED.)


Sagal
Rating
1 NVIDIA Corp. (NVDA)
TECHNOLOGY: Semiconductors (Large Growth)
93.50%
2 Microsoft Corp. (MSFT)
TECHNOLOGY: Software - Infrastructure (Large Growth)
87.02%
3 Vista Energy SAB de CV ADR (VIST)
ENERGY: Oil & Gas E&P (Large Core)
86.55
4 Booking Holdings Inc. (BKNG)
CONSUMER CYCLICAL: Travel Services (Large Value)
85.58%
5 Arista Networks Inc. (ANET)
TECHNOLOGY: Computer Hardware (Large Growth)
85.29%
6 On Holding AG (ONON)
CONSUMER CYCLICAL: Footwear & Accessories (Small Growth)
84.88%
7 Comfort Systems USA Inc. (FIX)
INDUSTRIALS: Engineering & Construction (Mid Growth)
84.71%
8 MasterCard Inc. A (MA)
FINANCIAL SERVICES: Credit Services (Large Growth)
84.45%
9 Alphabet Inc. A (GOOGL)
COMMUNICATION SERVICES: Internet Content & Information (Large Growth)
84.28%
10 Ennis Inc. (EBF)
INDUSTRIALS: Business Equipment & Supplies (Small Value)
84.00%
11 Taiwan Semiconductor Manufacturing Ltd. ADR (TSM)
TECHNOLOGY: Semiconductors (Large Core)
83.11%
12 BYD Co. Ltd. ADR (BYDDY)
CONSUMER CYCLICAL: Auto Manufacturers (Large Core)
82.50%
13 Meta Platforms Inc. Class A (META)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
81.85%
14 Monolithic Power Systems Inc. (MPWR)
TECHNOLOGY: Semiconductors (Mid Growth)
81.67%
15 Celsius Holdings Inc. (CELH)
CONSUMER DEFENSIVE: Beverages - Non-Alcoholic (Small Growth)
80.72%
16 PDD Holdings Inc. ADR (PDD)
CONSUMER CYCLICAL: Internet Retail
80.64
17 Weyco Group Inc. (WEYS)
CONSUMER CYCLICAL: Footwear & Accessories
80.50
18 Perdoceo Education Corp. (PRDO)
CONSUMER DEFENSIVE: Education & Training Services (Small Core)
80.50%
19 McKesson Corp. (MCK)
HEALTHCARE: Medical Distribution (Large Value)
80.22%
20 Covista Inc. (CVSA)
CONSUMER DEFENSIVE: Education & Training Services (Small Core)
79.75%
21 Amphenol Corp. Class A (APH)
TECHNOLOGY: Electronic Components (Large Growth)
79.54%
22 Klaviyo Inc. Class A common stock (KVYO)
TECHNOLOGY: Software - Application (Small Core)
79.38%
23 Credo Technology Group Holding Ltd. (CRDO)
TECHNOLOGY: Semiconductors (Mid Growth)
78.95%
24 Netflix Inc. (NFLX)
COMMUNICATION SERVICES: Entertainment (Large Growth)
78.91%
25 Amazon.com Inc. (AMZN)
CONSUMER CYCLICAL: Internet Retail (Large Growth)
78.67%
26 Broadcom Inc. (AVGO)
TECHNOLOGY: Semiconductors (Large Growth)
78.65%
27 Enova International Inc. (ENVA)
FINANCIAL SERVICES: Credit Services (Small Core)
78.10%
28 Chipotle Mexican Grill Inc. (CMG)
CONSUMER CYCLICAL: Restaurants (Mid Core)
77.92%
29 ExlService Holdings Inc. (EXLS)
TECHNOLOGY: Information Technology Services (Small Core)
77.67%
30 Reddit Inc. Class A Shares (RDDT)
COMMUNICATION SERVICES: Internet Content & Information (Mid Growth)
77.41%
31 MannKind Corp. (MNKD)
HEALTHCARE: Biotechnology (Small Core)
76.88%
32 Veeva Systems Inc. Class A (VEEV)
HEALTHCARE: Health Information Services (Mid Core)
76.56%
33 Abercrombie & Fitch Co. Class A (ANF)
CONSUMER CYCLICAL: Apparel Retail (Small Core)
76.48%
34 Cardinal Health Inc. (CAH)
HEALTHCARE: Medical Distribution (Mid Core)
75.61%
35 Freshpet Inc. (FRPT)
CONSUMER DEFENSIVE: Packaged Foods (Small Core)
75.17%
36 iRadimed Corp. (IRMD)
HEALTHCARE: Medical Devices (Small Growth)
75.00%
37 ASML Holding NV ADR (ASML)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Growth)
75.00%
38 Harmony Biosciences Holdings Inc. Ordinary Shares (HRMY)
HEALTHCARE: Biotechnology (Small Value)
75.00%
39 Cadence Design Systems Inc. (CDNS)
TECHNOLOGY: Software - Application (Large Growth)
74.67%
40 GigaCloud Technology Inc. Class A (GCT)
TECHNOLOGY: Software - Infrastructure (Small Growth)
74.58%
41 EMCOR Group Inc. (EME)
INDUSTRIALS: Engineering & Construction (Mid Growth)
74.10%
42 National Healthcare Corp. (NHC)
HEALTHCARE: Medical Care Facilities (Small Core)
73.78%
43 Wynn Resorts Ltd. (WYNN)
CONSUMER CYCLICAL: Resorts & Casinos (Small Core)
73.75%
44 Howmet Aerospace Inc. (HWM)
INDUSTRIALS: Aerospace & Defense (Large Growth)
73.63%
45 Gentex Corp. (GNTX)
CONSUMER CYCLICAL: Auto Parts (Small Core)
73.33%
46 Copart Inc. (CPRT)
INDUSTRIALS: Specialty Business Services (Mid Core)
73.33%
47 Cal-Maine Foods Inc. (CALM)
CONSUMER DEFENSIVE: Farm Products (Small Core)
73.15%
48 Progyny Inc. (PGNY)
HEALTHCARE: Healthcare Plans (Small Growth)
72.55%
49 LPL Financial Holdings Inc. (LPLA)
FINANCIAL SERVICES: Capital Markets (Mid Growth)
72.53%
50 The Cigna Group (CI)
HEALTHCARE: Healthcare Plans (Mid Value)
72.52%
51 Fair Isaac Corp. (FICO)
TECHNOLOGY: Software - Application (Mid Growth)
72.51%
52 NewMarket Corp. (NEU)
BASIC MATERIALS: Specialty Chemicals (Small Core)
72.42%
53 Tencent Holdings Ltd. ADR (TCEHY)
COMMUNICATION SERVICES: Internet Content & Information (Large Core)
72.42%
54 Eli Lilly & Co. (LLY)
HEALTHCARE: Drug Manufacturers - General (Large Growth)
72.09%
55 Deckers Outdoor Corp. (DECK)
CONSUMER CYCLICAL: Footwear & Accessories (Mid Core)
71.75%
56 Cencora Inc. (COR)
HEALTHCARE: Medical Distribution (Mid Core)
71.75%
57 Mercury General Corp. (MCY)
FINANCIAL SERVICES: Insurance - Property & Casualty (Small Core)
71.67%
58 SELLAS Life Sciences Group Inc. (SLS)
HEALTHCARE: Biotechnology (Small Growth)
71.67%
59 Dolby Laboratories Inc. Class A (DLB)
INDUSTRIALS: Specialty Business Services (Small Value)
71.50%
60 Yum China Holdings Inc. (YUMC)
CONSUMER CYCLICAL: Restaurants (Large Value)
71.42%
61 ResMed Inc. (RMD)
HEALTHCARE: Medical Instruments & Supplies (Mid Core)
71.25%
62 NetEase Inc. ADR (NTES)
COMMUNICATION SERVICES: Electronic Gaming & Multimedia (Large Core)
71.06%
63 Xeris Biopharma Holdings Inc. (XERS)
HEALTHCARE: Drug Manufacturers - Specialty & Generic (Small Core)
70.95%
64 Halozyme Therapeutics Inc. (HALO)
HEALTHCARE: Biotechnology (Small Core)
70.83%
65 Salesforce Inc. (CRM)
TECHNOLOGY: Software - Application (Large Value)
70.57%
66 Intuit Inc. (INTU)
HEALTHCARE: Biotechnology (Mid Core)
70.50%
67 NICE Ltd. ADR (NICE)
TECHNOLOGY: Software - Application (Mid Core)
70.31%
68 Host Hotels & Resorts Inc. (HST)
REAL ESTATE: REIT - Hotels & Motels (Mid Value)
70.24%
69 VICI Properties Inc. Ordinary Shares (VICI)
REAL ESTATE: REIT - Diversified (Mid Value)
70.23%
70 Shopify Inc. Registered Shs. -A- Subord. Vtg. (SHOP)
TECHNOLOGY: Software - Application (Large Growth)
70.10%
71 United Rentals Inc. (URI)
INDUSTRIALS: Rental & Leasing Services (Mid Core)
70.01%
72 Brookfield Asset Management Ltd. Ordinary Shares -Class A (BAM)
FINANCIAL SERVICES: Asset Management (Large Core)
70.00%
73 Zscaler Inc. (ZS)
TECHNOLOGY: Software - Infrastructure (Mid Growth)
69.21%
74 Apple Inc. (AAPL)
TECHNOLOGY: Consumer Electronics (Large Core)
69.17%
75 Sysco Corp. (SYY)
CONSUMER DEFENSIVE: Food Distribution (Mid Value)
68.33%
76 KLA Corp. (KLAC)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
66.10%
77 Rambus Inc. (RMBS)
TECHNOLOGY: Semiconductors (Small Growth)
65.23%
78 RTX Corp. (RTX)
INDUSTRIALS: Aerospace & Defense (Large Value)
64.87%
79 AZZ Inc. (AZZ)
INDUSTRIALS: Specialty Business Services (Small Core)
64.20%
80 Applied Materials Inc. (AMAT)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Growth)
63.58%
81 Celestica Inc. Shs. Sub-Voting (CLS)
TECHNOLOGY: Electronic Components (Mid Core)
63.43%
82 Village Super Market Inc. Class A (VLGEA)
CONSUMER DEFENSIVE: Grocery Stores (Small Value)
61.25%
83 Lam Research Corp. (LRCX)
TECHNOLOGY: Semiconductor Equipment & Materials (Large Core)
59.27%
84 Fabrinet (FN)
TECHNOLOGY: Electronic Components (Small Growth)
59.16%
85 Argan Inc. (AGX)
INDUSTRIALS: Engineering & Construction (Small Growth)
57.79%
86 Oil-Dri Corp. of America (ODC)
BASIC MATERIALS: Specialty Chemicals (Small Core)
57.08%
87 IES Holdings Inc. (IESC)
INDUSTRIALS: Engineering & Construction (Small Growth)
57.00%
88 Solstice Advanced Materials Inc. (SOLS)
BASIC MATERIALS: Specialty Chemicals
55.75%
89 RCI Hospitality Holdings Inc. (RICK)
CONSUMER CYCLICAL: Restaurants (Small Value)
55.00%




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