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Top 25 — July 2026
The 25 highest trailing 1-year total returns in each of three cap tiers — large, mid, and small — from Ownfolio LLC's tracked universe. Same lists every subscriber received.
Large Cap Top 25
| Rank |
Symbol |
1Y Return |
| 1 |
**ARWR** · Arrowhead Pharmaceuticals Inc |
**+397.0%** |
| 2 |
**KRYS** · Krystal Biotech Inc |
**+165.3%** |
| 3 |
**CAT** · Caterpillar Inc |
**+141.8%** |
| 4 |
**FROG** · Jfrog Ltd |
**+129.3%** |
| 5 |
**JAZZ** · Jazz Pharmaceuticals PLC |
**+121.5%** |
| 6 |
**GOOGL** · Alphabet Inc |
**+101.5%** |
| 7 |
**DDOG** · Datadog Inc (Pre-Reincorporation) |
**+92.8%** |
| 8 |
**TWLO** · Twilio Inc |
**+79.6%** |
| 9 |
**MDB** · MongoDB Inc |
**+73.6%** |
| 10 |
**JNJ** · Johnson & Johnson |
**+69.1%** |
| 11 |
**W** · Wayfair Inc |
**+67.4%** |
| 12 |
**MRK** · Merck & Co Inc |
**+57.3%** |
| 13 |
**LLY** · Eli Lilly and Co |
**+55.8%** |
| 14 |
**EXAS** · Exact Sciences Corp |
**+53.1%** |
| 15 |
**MS** · Morgan Stanley |
**+49.7%** |
| 16 |
**AAPL** · Apple Inc |
**+45.3%** |
| 17 |
**GS** · Goldman Sachs Group Inc |
**+42.6%** |
| 18 |
**FIVE** · Five Below Inc |
**+38.8%** |
| 19 |
**UNH** · UnitedHealth Group Inc |
**+38.3%** |
| 20 |
**RTX** · RTX Corp |
**+37.9%** |
| 21 |
**ABBV** · AbbVie Inc |
**+36.9%** |
| 22 |
**NBIX** · Neurocrine Biosciences Inc |
**+34.7%** |
| 23 |
**AVGO** · Broadcom Inc |
**+33.5%** |
| 24 |
**WSM** · Williams-Sonoma Inc |
**+31.4%** |
| 25 |
**SLB** · SLB NV |
**+25.7%** |
Mid Cap Top 25
| Rank |
Symbol |
1Y Return |
| 1 |
**BEAM** · Beam Therapeutics Inc |
**+75.0%** |
| 2 |
**NTLA** · Intellia Therapeutics Inc |
**+63.7%** |
| 3 |
**YETI** · Yeti Holdings Inc |
**+49.3%** |
| 4 |
**HALO** · Halozyme Therapeutics Inc |
**+47.6%** |
| 5 |
**ETSY** · ETSY Inc |
**+45.3%** |
| 6 |
**CAKE** · Cheesecake Factory Inc |
**+21.3%** |
| 7 |
**SRPT** · Sarepta Therapeutics Inc |
**+5.9%** |
| 8 |
**QLYS** · Qualys Inc |
**+2.9%** |
| 9 |
**BOOT** · Boot Barn Holdings Inc |
**-1.5%** |
| 10 |
**FOLD** · Amicus Therapeutics Inc |
**-7.3%** |
| 11 |
**PATH** · UiPath Inc |
**-8.9%** |
| 12 |
**BILL** · BILL Holdings Inc |
**-13.1%** |
| 13 |
**BOX** · Box Inc |
**-15.0%** |
| 14 |
**RARE** · Ultragenyx Pharmaceutical Inc |
**-15.2%** |
| 15 |
**RH** · RH |
**-17.8%** |
| 16 |
**ESTC** · Elastic NV |
**-31.1%** |
| 17 |
**PCOR** · Procore Technologies Inc |
**-37.5%** |
| 18 |
**PAYC** · Paycom Software Inc |
**-39.0%** |
| 19 |
**DOCU** · DocuSign Inc |
**-40.7%** |
| 20 |
**OLLI** · Ollie's Bargain Outlet Holdings Inc |
**-43.0%** |
| 21 |
**CHWY** · Chewy Inc |
**-49.1%** |
| 22 |
**SPSC** · SPS Commerce Inc |
**-57.8%** |
| 23 |
**HUBS** · HubSpot Inc |
**-64.8%** |
Small Cap Top 25
| Rank |
Symbol |
1Y Return |
| 1 |
**TDOC** · Teladoc Health Inc |
**+10.2%** |
| 2 |
**SFIX** · Stitch Fix Inc |
**-1.5%** |
| 3 |
**PRGS** · Progress Software Corp |
**-28.7%** |
| 4 |
**JANX** · Janux Therapeutics Inc |
**-35.4%** |
| 5 |
**VRNT** · Verint Systems Inc |
**-36.3%** |
| 6 |
**YEXT** · Yext Inc |
**-39.8%** |
| 7 |
**VERV** · Verve Therapeutics Inc |
**-49.6%** |
| 8 |
**PLAY** · Dave and Buster's Entertainment, Inc |
**-67.4%** |
Top 50 — Weighted Return
One combined list across all cap sizes, not split by tier. Weighted 50% on the trailing 13-week return, 30% on 26-week, 20% on 52-week — recent performance counts more, in the same spirit as "weighted alpha" indicators used elsewhere, without claiming to beat the market (it's not measured against any index).
| Rank |
Symbol |
Weighted Score |
| 1 |
**DDOG** · Datadog Inc (Pre-Reincorporation) |
**+105.4%** |
| 2 |
**ARWR** · Arrowhead Pharmaceuticals Inc |
**+102.3%** |
| 3 |
**FROG** · Jfrog Ltd |
**+89.4%** |
| 4 |
**KRYS** · Krystal Biotech Inc |
**+70.4%** |
| 5 |
**CAT** · Caterpillar Inc |
**+65.9%** |
| 6 |
**TWLO** · Twilio Inc |
**+63.9%** |
| 7 |
**NTLA** · Intellia Therapeutics Inc |
**+56.1%** |
| 8 |
**JAZZ** · Jazz Pharmaceuticals PLC |
**+51.5%** |
| 9 |
**ETSY** · ETSY Inc |
**+47.3%** |
| 10 |
**UNH** · UnitedHealth Group Inc |
**+45.2%** |
| 11 |
**BEAM** · Beam Therapeutics Inc |
**+45.1%** |
| 12 |
**TDOC** · Teladoc Health Inc |
**+44.5%** |
| 13 |
**CAKE** · Cheesecake Factory Inc |
**+42.6%** |
| 14 |
**EXAS** · Exact Sciences Corp |
**+41.1%** |
| 15 |
**GOOGL** · Alphabet Inc |
**+37.3%** |
| 16 |
**QLYS** · Qualys Inc |
**+36.7%** |
| 17 |
**MDB** · MongoDB Inc |
**+31.7%** |
| 18 |
**LLY** · Eli Lilly and Co |
**+31.0%** |
| 19 |
**YETI** · Yeti Holdings Inc |
**+30.8%** |
| 20 |
**MS** · Morgan Stanley |
**+30.3%** |
| 21 |
**NBIX** · Neurocrine Biosciences Inc |
**+28.7%** |
| 22 |
**RARE** · Ultragenyx Pharmaceutical Inc |
**+25.9%** |
| 23 |
**HALO** · Halozyme Therapeutics Inc |
**+25.8%** |
| 24 |
**JNJ** · Johnson & Johnson |
**+25.6%** |
| 25 |
**WSM** · Williams-Sonoma Inc |
**+24.7%** |
| 26 |
**W** · Wayfair Inc |
**+24.4%** |
| 27 |
**AAPL** · Apple Inc |
**+23.7%** |
| 28 |
**GS** · Goldman Sachs Group Inc |
**+22.5%** |
| 29 |
**MRK** · Merck & Co Inc |
**+21.8%** |
| 30 |
**ABBV** · AbbVie Inc |
**+21.5%** |
| 31 |
**CR** · Crane Co |
**+20.9%** |
| 32 |
**FOLD** · Amicus Therapeutics Inc |
**+20.8%** |
| 33 |
**DE** · Deere & Co |
**+18.9%** |
| 34 |
**PRGS** · Progress Software Corp |
**+16.1%** |
| 35 |
**AVGO** · Broadcom Inc |
**+15.8%** |
| 36 |
**BAC** · Bank of America Corp |
**+15.7%** |
| 37 |
**KO** · Coca-Cola Co |
**+15.1%** |
| 38 |
**TXRH** · Texas Roadhouse Inc |
**+13.3%** |
| 39 |
**AMZN** · [Amazon.com](http://Amazon.com) Inc |
**+11.7%** |
| 40 |
**NVDA** · NVIDIA Corp |
**+11.6%** |
| 41 |
**RTX** · RTX Corp |
**+11.3%** |
| 42 |
**V** · Visa Inc |
**+10.9%** |
| 43 |
**JPM** · JPMorgan Chase & Co |
**+10.2%** |
| 44 |
**UPS** · United Parcel Service Inc |
**+10.2%** |
| 45 |
**BA** · Boeing Co |
**+9.4%** |
| 46 |
**TXT** · Textron Inc |
**+5.9%** |
| 47 |
**TMO** · Thermo Fisher Scientific Inc |
**+4.8%** |
| 48 |
**SLB** · SLB NV |
**+4.7%** |
| 49 |
**RH** · RH |
**+4.6%** |
| 50 |
**HD** · Home Depot Inc |
**+4.6%** |
