Morning brief — 2026-08-31

🥊 2026-08-31 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $273,858.90

Account	Balance	Positions
Individual - TOD	$66,623.62	3
WALMART RSU	$40,636.94	0
ROTH IRA	$10,899.20	3
Individual - TOD	$155,699.14	4

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 143
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

ADI — ERROR

Credit balance is too low

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AFL — ERROR

Credit balance is too low

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AIG — ERROR

Credit balance is too low

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AMAT — ERROR

Credit balance is too low

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AME — ERROR

Credit balance is too low

---

APH — ERROR

Credit balance is too low

---

AVGO — ERROR

Credit balance is too low

---

BRK-B — ERROR

Credit balance is too low

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CASY — ERROR

Credit balance is too low

---

CFG — ERROR

Credit balance is too low

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CI — ERROR

Credit balance is too low

---

CSCO — ERROR

Credit balance is too low

---

DAL — ERROR

Credit balance is too low

---

ETN — ERROR

Credit balance is too low

---

EXR — ERROR

Credit balance is too low

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FITB — ERROR

Credit balance is too low

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FIX — 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

---

HBAN — ERROR

Credit balance is too low

---

HWM — ERROR

Credit balance is too low

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JCI — ERROR

Credit balance is too low

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KLAC — ERROR

Credit balance is too low

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LMT — ERROR

Credit balance is too low

---

MPWR — ERROR

Credit balance is too low

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MSCI — ERROR

Credit balance is too low

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NUE — ERROR

Credit balance is too low

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ODFL — ERROR

Credit balance is too low

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PCAR — ERROR

Credit balance is too low

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PH — ERROR

Credit balance is too low

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