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The Real Secret To Long-Term Wealth

By putting all of our investment recommendations and strategies into a single product, with complete do-it-for-you portfolios like Porter’s Permanent Portfolio, and adding a lively Roundtable discussion each month, this single membership is truly everything you need to be a complete investor.

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The Secret To Investing In Distressed Debt

As the corporate debt bubble unwinds, we have partnered with legendary financial author and credit analyst Martin Fridson to take advantage of “the greatest legal transfer of wealth in history.” Martin releases monthly distressed debt and equity recommendations, for Partners only.

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A Once-In-A-Generation Moment For Tech Investors

We’re at a tipping point with emerging technology, witnessing changes that were unimaginable just years ago. Living in the San Francisco Bay Area — the tech capital of the world — Tech Frontiers senior analyst Erez Kalir has his finger on the pulse of advancements in artificial intelligence, blockchain, computing, and biosciences.

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Harnessing The Power of Non‑Correlated Return Streams

A trading service unlike anything we’ve ever done before. We funded a live account with $100,000 of our own money and execute behind our highest-conviction trading ideas. And you can follow along with every step of the way. Get access to trades built around the best independent research from our team.

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The New Porter & Co. Best Buys

Every month, we send you the three best investment ideas from across the Porter & Co. universe. and check in with all of our analysts to select three current recommendations that are at a very attractive buy price. These become our Best Buys.

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About Us

Following The Smart Money In Q2

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In today’s Sunday Stock Screen, we’re “Following The Smart Money” by looking closely at the 13F filings from Wall Street’s top money managers.

And in today's Sunday Selection, we report on a dominant retail company whose margins are vanishing – the crowd sees deterioration, but the world's top fund managers see an empire spending today's profits to own the next decade

In the tables below, we show the latest (Q2 2026) new stock buys – as reported in their most recent 13F filings with the Securities And Exchange Commission – of some of our favorite fund managers. We also show what percentage each stock makes up within each fund’s investment portfolio.

In addition to tracking new purchases, we pay attention to any “big bets” these asset managers make – comprising at least 5% of the portfolio.

(Several of the companies on the two lists above are also recommended stocks in Porter Stansberry’s Complete Investor… to learn more about joining Complete Investor – and find out which stock those are, and why we recommended them – go here.)

Highs And Lows

Each week, we also monitor any stocks in the market making a new 52-week high. We do this because any stock on its way to generating 2x, 3x, or 10x returns will spend a lot of time making 52-week highs along the way. Thus the new 52-week-high list provides an opportunity to flag these potential high performers before they really break out, with a particular emphasis on lower-profile, less widely-followed stocks that might have otherwise gone unnoticed.

Notable stocks making a new 52-week high this week:

  • Eli Lilly (LLY)

  • JP Morgan Chase (JPM)

  • Visa (V)

  • Johnson & Johnson (JNJ)

  • AbbVie (ABBV)

  • Coca-Cola (KO)

  • Merck (MRK)

  • Amgen (AMGN)

  • Thermo Fisher Scientific (TMO)

  • Charles Schwab (SCHW)

  • Union Pacific (UNP)

  • ConocoPhillips (COP)

  • Pfizer (PFE)

  • Vertex Pharmaceuticals (VRTX)

  • Bristol-Myers Squibb (BMY)

  • Airbnb (ABNB)

  • General Dynamics (GD)

  • Marathon Petroleum (MPC)

  • Valero Energy (VLO)

  • Phillips 66 (PSX)

  • 3M Company (MMM)

  • Regeneron Pharmaceuticals (REGN)

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Editor’s Note: Keep in mind, we only accept advertising from publishers we know to offer well-researched ideas vetted by a legal team, excellent customer service, and reasonable refund policies. Brownstone is one such partner. We do not, however, under any circumstances make any representations about their investment ideas or strategies, nor will we warrant them as equal to our own. We do recognize that the markets are tempestuous and, at times, ideas that we may not endorse prove valuable.

We also monitor stocks on the new 52-week-low list. In many cases, the names on this list are there for good reason – the market is often correctly pricing in their weak fundamentals. However, once in a while, a great business with excellent long-term prospects finds itself on this list due to a temporary setback. This can create the rare opportunity to buy top-shelf merchandise at bargain-basement prices.

Notable stocks making a new 52-week low last week:

  • AppLovin (APP)

  • CRH plc (CRH)

  • AutoZone (AZO)

  • Medline (MDLN)

  • Public Service Enterprise Group (PEG)

  • Kroger (KR)

  • Martin Marietta Materials (MLM)

  • FedEx Freight Holding (FDXF)

  • Rollins (ROL)

  • Lennox International (LII)

  • JBT Marel (JBTM)

  • Brookfield Business (BBUC)

  • Icahn Enterprises (IEP)

  • Liftoff Mobile (LFTO)

  • PagSeguro Digital (PAGS)

  • StoneCo (STNE)

Today's Sunday Selection comes off one of our “Following The Smart Money” screens – and it is one of the most dominant online retailers in the world. Two weeks ago, it reported its fastest quarterly revenue growth in four years – crossing $10 billion for the first time in its history, up 50% year over year (“YOY”), while adding 18 million new customers in 12 months.

Yet the shares sit roughly 25% below their 52-week high as the market is fixated on margins. The company is in the middle of a deliberate investment cycle – spending today's profits to extend its lead across an entire continent – and the market is punishing the stock for it. Yet the world's top fund managers were buying while the market complained. We have seen this movie before, from this company: the last time it invested this heavily, the bears insisted it would never earn consistent profits, its margins went on to set record after record, and the stock compounded several times over for investors who bought at the trough.

We believe a similar moment is approaching, making this a strong candidate for the Complete Investor recommendation list.

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