Morning brief — 2026-09-09

🥊 2026-09-09 brief — composed mechanically, see sections below for details.

Portfolio snapshot

Total value: $276,610.81

Account	Balance	Positions
ROTH IRA	$10,961.98	3
WALMART RSU	$42,233.41	0
Individual - TOD	$66,266.08	3
Individual - TOD	$157,149.34	5

Quant pass summary

• Universe scored: 506
• Shortlist (capped): 30
• Triggered total: 188
• Auto-included (held + manual): 0
• Excluded from Pass 2: none

Shortlist research notes

ABT — ERROR

Credit balance is too low

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AME — ERROR

Credit balance is too low

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AMT — ERROR

Credit balance is too low

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AXON — ERROR

Credit balance is too low

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CASY — ERROR

Credit balance is too low

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DASH — ERROR

Credit balance is too low

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ECL — ERROR

Credit balance is too low

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EME — ERROR

Credit balance is too low

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EW — ERROR

Credit balance is too low

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GD — ERROR

Credit balance is too low

---

GOOGL — ERROR

Credit balance is too low

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GRMN — ERROR

Credit balance is too low

---

ITW — ERROR

Credit balance is too low

---

KEYS — ERROR

Credit balance is too low

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KKR — ERROR

Credit balance is too low

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KMB — ERROR

Credit balance is too low

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LRCX — ERROR

Credit balance is too low

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MCO — ERROR

Credit balance is too low

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MMM — ERROR

Credit balance is too low

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MNST — ERROR

Credit balance is too low

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MTD — 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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PWR — ERROR

Credit balance is too low

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Q — ERROR

Credit balance is too low

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RTX — ERROR

Credit balance is too low

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SPGI — ERROR

Credit balance is too low

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TER — ERROR

Credit balance is too low

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TT — ERROR

Credit balance is too low

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URI — ERROR

Credit balance is too low

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