SHERMAN BREAKAWAY STOCK LIST
BREAKAWAY STOCK SELECTION METHODOLOGY
KINGDOM MINDSET INVESTING SCREEN
Our Breakaway Stocks are selected using our 'M.A.D' methodology, or 'Moving Average Distance.' This is a computation whereby the expanding distance between our proprietary pair of moving averages - the pair being overlaid onto each stock in the indices shown, resulting in a 'Top 50' from each index - demonstrates a current 'breaking away' in performance by those stocks. (The Russell 1000 list is drawn not from the entire pool of 1,000 stocks, but rather the volume-screened Top 200; the Breakaway Top 50 for the Russell 1000 list is then derived from those 200.)
The combination of the two moving averages - the anchoring effect of the more long-term trend by the farther moving average, plus the indication of an emerging new trend via the closer moving average (with the new trend exhibiting a reasonably-quantifiable persistence) - tends to tamp down the spontaneous single-stock buying and selling that occurs when both bad market news, and good market news, coax an overreaction from stock traders.
This method, therefore, aims to produce a more sound basis for stock picking vs. pure day-to-day price action.
The combination of the two moving averages - the anchoring effect of the more long-term trend by the farther moving average, plus the indication of an emerging new trend via the closer moving average (with the new trend exhibiting a reasonably-quantifiable persistence) - tends to tamp down the spontaneous single-stock buying and selling that occurs when both bad market news, and good market news, coax an overreaction from stock traders.
This method, therefore, aims to produce a more sound basis for stock picking vs. pure day-to-day price action.
Our Breakaway Stock list is screened monthly, prior to release, using a company called Kingdom Mindset Investing™. All stocks from the Russell 1000 and S&P 500 lists go through an initial screening from the BRI Institute to flag any stock that is triggered by one of KMI's 3 elimination categories. KMI then manually filters through the BRI screening on all flagged items to apply the Primary Mission screen to validate or override the flag.
The 3 categories KMI employs are "Primary Mission" screens. That means that if the stocks, companies, and/or ETFs who's primary mission to exist meets one of the 3 elimination categories defined by KMI, they will not populate in our Breakaway Stock list.
The primary mission elimination categories are:
- Abortion Manufacturing
- Pornography Production
- Gambling
Click below to see the unfiltered list of stocks prior to the KMI Primary Mission screening.
The 3 categories KMI employs are "Primary Mission" screens. That means that if the stocks, companies, and/or ETFs who's primary mission to exist meets one of the 3 elimination categories defined by KMI, they will not populate in our Breakaway Stock list.
The primary mission elimination categories are:
- Abortion Manufacturing
- Pornography Production
- Gambling
Click below to see the unfiltered list of stocks prior to the KMI Primary Mission screening.
CURRENT LIST FOR APRIL 2025 | UPDATED MAR 31, 2024
TOP 50 STOCKS — RUSSELL 1000
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Palantir Technologies Inc Class A : (PLTR)
Robinhood Markets Inc Class A : (HOOD)
Spotify Technology SA : (SPOT)
DoorDash Inc Class A : (DASH)
Roblox Corp Class A : (RBLX)
Gilead Sciences Inc : (GILD)
Netflix Inc : (NFLX)
Carvana Co Class A : (CVNA)
Philip Morris International Inc : (PM)
AT&T Inc : (T)
T-Mobile US Inc : (TMUS)
International Business Machines Corp : (IBM)
Welltower Inc : (WELL)
Fiserv Inc : (FI)
3M Co : (MMM)
Warner Bros Discovery Inc Series A : (WBD)
Boston Scientific Corp : (BSX)
Visa Inc Class A : (V)
Starbucks Corp : (SBUX)
Wells Fargo & Co : (WFC)
Capital One Financial Corp : (COF)
Cisco Systems Inc : (CSCO)
Expand Energy Corp : (EXE)
CME Group Inc Class A : (CME)
CrowdStrike Holdings Inc Class A : (CRWD)
Deere & Co : (DE)
Bristol-Myers Squibb Co : (BMY)
Okta Inc Class A : (OKTA)
Abbott Laboratories : (ABT)
O'Reilly Automotive Inc : (ORLY)
GE Aerospace : (GE)
Arthur J. Gallagher & Co : (AJG)
Kroger Co : (KR)
JPMorgan Chase & Co : (JPM)
Citigroup Inc : (C)
Aon PLC Class A : (AON)
Progressive Corp : (PGR)
AbbVie Inc : (ABBV)
Altria Group Inc : (MO)
Autozone Inc : (AZO)
Mastercard Inc Class A : (MA)
CVS Health Corp : (CVS)
RTX Corp : (RTX)
Costco Wholesale Corp : (COST)
Automatic Data Processing Inc : (ADP)
Intercontinental Exchange Inc : (ICE)
Berkshire Hathaway Inc Class B : (BRK.B)
McKesson Corp : (MCK)
American Electric Power Company Inc : (AEP)
Charles Schwab Corp : (SCHW)
Robinhood Markets Inc Class A : (HOOD)
Spotify Technology SA : (SPOT)
DoorDash Inc Class A : (DASH)
Roblox Corp Class A : (RBLX)
Gilead Sciences Inc : (GILD)
Netflix Inc : (NFLX)
Carvana Co Class A : (CVNA)
Philip Morris International Inc : (PM)
AT&T Inc : (T)
T-Mobile US Inc : (TMUS)
International Business Machines Corp : (IBM)
Welltower Inc : (WELL)
Fiserv Inc : (FI)
3M Co : (MMM)
Warner Bros Discovery Inc Series A : (WBD)
Boston Scientific Corp : (BSX)
Visa Inc Class A : (V)
Starbucks Corp : (SBUX)
Wells Fargo & Co : (WFC)
Capital One Financial Corp : (COF)
Cisco Systems Inc : (CSCO)
Expand Energy Corp : (EXE)
CME Group Inc Class A : (CME)
CrowdStrike Holdings Inc Class A : (CRWD)
Deere & Co : (DE)
Bristol-Myers Squibb Co : (BMY)
Okta Inc Class A : (OKTA)
Abbott Laboratories : (ABT)
O'Reilly Automotive Inc : (ORLY)
GE Aerospace : (GE)
Arthur J. Gallagher & Co : (AJG)
Kroger Co : (KR)
JPMorgan Chase & Co : (JPM)
Citigroup Inc : (C)
Aon PLC Class A : (AON)
Progressive Corp : (PGR)
AbbVie Inc : (ABBV)
Altria Group Inc : (MO)
Autozone Inc : (AZO)
Mastercard Inc Class A : (MA)
CVS Health Corp : (CVS)
RTX Corp : (RTX)
Costco Wholesale Corp : (COST)
Automatic Data Processing Inc : (ADP)
Intercontinental Exchange Inc : (ICE)
Berkshire Hathaway Inc Class B : (BRK.B)
McKesson Corp : (MCK)
American Electric Power Company Inc : (AEP)
Charles Schwab Corp : (SCHW)
TOP 50 STOCKS — S&P 500
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Palantir Technologies Inc Class A : (PLTR)
Tapestry Inc : (TPR)
GE Vernova Inc : (GEV)
Axon Enterprise Inc : (AXON)
Gilead Sciences Inc : (GILD)
United Airlines Holdings Inc : (UAL)
Fortinet Inc : (FTNT)
F5 Inc : (FFIV)
Fox Corp Class A : (FOXA)
Howmet Aerospace Inc : (HWM)
Netflix Inc : (NFLX)
Entergy Corp : (ETR)
Philip Morris International Inc : (PM)
EQT Corp : (EQT)
AT&T Inc : (T)
Ralph Lauren Corp Class A : (RL)
T-Mobile US Inc : (TMUS)
Targa Resources Corp : (TRGP)
International Business Machines Corp : (IBM)
Royal Caribbean Cruises Ltd : (RCL)
Vistra Corp : (VST)
VeriSign Inc : (VRSN)
Globe Life Inc : (GL)
Take-Two Interactive Software Inc : (TTWO)
Live Nation Entertainment Inc : (LYV)
Welltower Inc : (WELL)
Fiserv Inc : (FI)
Darden Restaurants Inc : (DRI)
3M Co : (MMM)
Bank of New York Mellon Corp : (BK)
Discover Financial Services : (DFS)
Warner Bros Discovery Inc Series A : (WBD)
Expedia Group Inc : (EXPE)
Jabil Inc : (JBL)
Boston Scientific Corp : (BSX)
Walmart Inc : (WMT)
Williams Companies Inc : (WMB)
Insulet Corp : (PODD)
Visa Inc Class A : (V)
Baker Hughes Company Class A : (BKR)
Starbucks Corp : (SBUX)
Wells Fargo & Co : (WFC)
Capital One Financial Corp : (COF)
Meta Platforms Inc Class A : (META)
Cisco Systems Inc : (CSCO)
NiSource Inc : (NI)
Ameren Corp : (AEE)
CME Group Inc Class A : (CME)
Garmin Ltd : (GRMN)
CrowdStrike Holdings Inc Class A : (CRWD)
Tapestry Inc : (TPR)
GE Vernova Inc : (GEV)
Axon Enterprise Inc : (AXON)
Gilead Sciences Inc : (GILD)
United Airlines Holdings Inc : (UAL)
Fortinet Inc : (FTNT)
F5 Inc : (FFIV)
Fox Corp Class A : (FOXA)
Howmet Aerospace Inc : (HWM)
Netflix Inc : (NFLX)
Entergy Corp : (ETR)
Philip Morris International Inc : (PM)
EQT Corp : (EQT)
AT&T Inc : (T)
Ralph Lauren Corp Class A : (RL)
T-Mobile US Inc : (TMUS)
Targa Resources Corp : (TRGP)
International Business Machines Corp : (IBM)
Royal Caribbean Cruises Ltd : (RCL)
Vistra Corp : (VST)
VeriSign Inc : (VRSN)
Globe Life Inc : (GL)
Take-Two Interactive Software Inc : (TTWO)
Live Nation Entertainment Inc : (LYV)
Welltower Inc : (WELL)
Fiserv Inc : (FI)
Darden Restaurants Inc : (DRI)
3M Co : (MMM)
Bank of New York Mellon Corp : (BK)
Discover Financial Services : (DFS)
Warner Bros Discovery Inc Series A : (WBD)
Expedia Group Inc : (EXPE)
Jabil Inc : (JBL)
Boston Scientific Corp : (BSX)
Walmart Inc : (WMT)
Williams Companies Inc : (WMB)
Insulet Corp : (PODD)
Visa Inc Class A : (V)
Baker Hughes Company Class A : (BKR)
Starbucks Corp : (SBUX)
Wells Fargo & Co : (WFC)
Capital One Financial Corp : (COF)
Meta Platforms Inc Class A : (META)
Cisco Systems Inc : (CSCO)
NiSource Inc : (NI)
Ameren Corp : (AEE)
CME Group Inc Class A : (CME)
Garmin Ltd : (GRMN)
CrowdStrike Holdings Inc Class A : (CRWD)
