Morning brief — 2026-06-29

🥊 2026-06-29 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $283,084.26

Account	Balance	Positions
WALMART RSU	$45,603.73	0
Individual - TOD	$152,589.01	3
Individual - TOD	$74,421.93	2
ROTH IRA	$10,469.59	3

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 109
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

AAPL — ERROR

Credit balance is too low

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ADM — ERROR

Credit balance is too low

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ANET — ERROR

Credit balance is too low

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AVGO — ERROR

Credit balance is too low

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BDX — ERROR

Credit balance is too low

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BKR — ERROR

Credit balance is too low

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CI — ERROR

Credit balance is too low

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COP — ERROR

Credit balance is too low

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CSCO — ERROR

Credit balance is too low

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CVX — ERROR

Credit balance is too low

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EOG — ERROR

Credit balance is too low

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FANG — ERROR

Credit balance is too low

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FSLR — ERROR

Credit balance is too low

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GEV — ERROR

Credit balance is too low

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GM — ERROR

Credit balance is too low

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GOOG — ERROR

Credit balance is too low

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GOOGL — ERROR

Credit balance is too low

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HAL — ERROR

Credit balance is too low

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HPE — ERROR

Credit balance is too low

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NTAP — ERROR

Credit balance is too low

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NVDA — ERROR

Credit balance is too low

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ODFL — ERROR

Credit balance is too low

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ON — ERROR

Credit balance is too low

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OXY — ERROR

Credit balance is too low

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PG — ERROR

Credit balance is too low

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ROST — ERROR

Credit balance is too low

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SLB — ERROR

Credit balance is too low

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TDY — ERROR

Credit balance is too low

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TJX — ERROR

Credit balance is too low

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XOM — ERROR

Credit balance is too low

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