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 JUNE 2025 | UPDATED JUNE 1, 2025
TOP 50 STOCKS — RUSSELL 1000
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Palantir Technologies Inc Class A : (PLTR)
Robinhood Markets Inc Class A : (HOOD)
Duolingo Inc Class A : (DUOL)
Microstrategy Inc Class A : (MSTR)
Spotify Technology SA : (SPOT)
GE Vernova Inc : (GEV)
Roblox Corp Class A : (RBLX)
Applovin Corp Class A : (APP)
NRG Energy Inc : (NRG)
Howmet Aerospace Inc : (HWM)
Philip Morris International Inc : (PM)
Netflix Inc : (NFLX)
Axon Enterprise Inc : (AXON)
Carvana Co Class A : (CVNA)
Take-Two Interactive Software Inc : (TTWO)
Okta Inc Class A : (OKTA)
Cloudflare Inc Class A : (NET)
AT&T Inc : (T)
CrowdStrike Holdings Inc Class A : (CRWD)
CME Group Inc Class A : (CME)
McKesson Corp : (MCK)
DoorDash Inc Class A : (DASH)
Cencora Inc : (COR)
Kroger Co : (KR)
Gilead Sciences Inc : (GILD)
Fortinet Inc : (FTNT)
Zscaler Inc : (ZS)
United States Steel Corp : (X)
CVS Health Corp : (CVS)
Snowflake Inc Class A : (SNOW)
Autozone Inc : (AZO)
Altria Group Inc : (MO)
GE Aerospace : (GE)
O'Reilly Automotive Inc : (ORLY)
Visa Inc Class A : (V)
Deere & Co : (DE)
International Business Machines Corp : (IBM)
Boston Scientific Corp : (BSX)
Johnson Controls International PLC : (JCI)
Newmont Corporation : (NEM)
Progressive Corp : (PGR)
Walmart Inc : (WMT)
Amphenol Corp Class A : (APH)
Abbott Laboratories : (ABT)
Uber Technologies Inc : (UBER)
Charles Schwab Corp : (SCHW)
Berkshire Hathaway Inc Class B : (BRK.B)
Booking Holdings Inc : (BKNG)
McDonald's Corp : (MCD)
Kenvue Inc : (KVUE) SA : (SPOT)
Robinhood Markets Inc Class A : (HOOD)
Duolingo Inc Class A : (DUOL)
Microstrategy Inc Class A : (MSTR)
Spotify Technology SA : (SPOT)
GE Vernova Inc : (GEV)
Roblox Corp Class A : (RBLX)
Applovin Corp Class A : (APP)
NRG Energy Inc : (NRG)
Howmet Aerospace Inc : (HWM)
Philip Morris International Inc : (PM)
Netflix Inc : (NFLX)
Axon Enterprise Inc : (AXON)
Carvana Co Class A : (CVNA)
Take-Two Interactive Software Inc : (TTWO)
Okta Inc Class A : (OKTA)
Cloudflare Inc Class A : (NET)
AT&T Inc : (T)
CrowdStrike Holdings Inc Class A : (CRWD)
CME Group Inc Class A : (CME)
McKesson Corp : (MCK)
DoorDash Inc Class A : (DASH)
Cencora Inc : (COR)
Kroger Co : (KR)
Gilead Sciences Inc : (GILD)
Fortinet Inc : (FTNT)
Zscaler Inc : (ZS)
United States Steel Corp : (X)
CVS Health Corp : (CVS)
Snowflake Inc Class A : (SNOW)
Autozone Inc : (AZO)
Altria Group Inc : (MO)
GE Aerospace : (GE)
O'Reilly Automotive Inc : (ORLY)
Visa Inc Class A : (V)
Deere & Co : (DE)
International Business Machines Corp : (IBM)
Boston Scientific Corp : (BSX)
Johnson Controls International PLC : (JCI)
Newmont Corporation : (NEM)
Progressive Corp : (PGR)
Walmart Inc : (WMT)
Amphenol Corp Class A : (APH)
Abbott Laboratories : (ABT)
Uber Technologies Inc : (UBER)
Charles Schwab Corp : (SCHW)
Berkshire Hathaway Inc Class B : (BRK.B)
Booking Holdings Inc : (BKNG)
McDonald's Corp : (MCD)
Kenvue Inc : (KVUE) SA : (SPOT)
TOP 50 STOCKS — S&P 500
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Palantir Technologies Inc Class A : (PLTR)
GE Vernova Inc : (GEV)
VeriSign Inc : (VRSN)
NRG Energy Inc : (NRG)
Howmet Aerospace Inc : (HWM)
Philip Morris International Inc : (PM)
Netflix Inc : (NFLX)
Axon Enterprise Inc : (AXON)
Tapestry Inc : (TPR)
Take-Two Interactive Software Inc : (TTWO)
EQT Corp : (EQT)
AT&T Inc : (T)
Cardinal Health Inc : (CAH)
CrowdStrike Holdings Inc Class A : (CRWD)
CenterPoint Energy Inc : (CNP)
Paycom Software Inc : (PAYC)
CME Group Inc Class A : (CME)
W R Berkley Corp : (WRB)
McKesson Corp : (MCK)
Darden Restaurants Inc : (DRI)
Cencora Inc : (COR)
Kroger Co : (KR)
Gilead Sciences Inc : (GILD)
Entergy Corp : (ETR)
Republic Services Inc : (RSG)
Exelon Corp : (EXC)
Fortinet Inc : (FTNT)
Monster Beverage Corp : (MNST)
Insulet Corp : (PODD)
Williams Companies Inc : (WMB)
Welltower Inc : (WELL)
CVS Health Corp : (CVS)
Mosaic Co : (MOS)
Autozone Inc : (AZO)
Altria Group Inc : (MO)
Fox Corp Class A : (FOXA)
GE Aerospace : (GE)
O'Reilly Automotive Inc : (ORLY)
Visa Inc Class A : (V)
Deere & Co : (DE)
F5 Inc : (FFIV)
Atmos Energy Corp : (ATO)
WEC Energy Group Inc : (WEC)
International Business Machines Corp : (IBM)
Jabil Inc : (JBL)
Fox Corp Class B : (FOX)
T-Mobile US Inc : (TMUS)
Boston Scientific Corp : (BSX)
Johnson Controls International PLC : (JCI)
Ralph Lauren Corp Class A : (RL)
GE Vernova Inc : (GEV)
VeriSign Inc : (VRSN)
NRG Energy Inc : (NRG)
Howmet Aerospace Inc : (HWM)
Philip Morris International Inc : (PM)
Netflix Inc : (NFLX)
Axon Enterprise Inc : (AXON)
Tapestry Inc : (TPR)
Take-Two Interactive Software Inc : (TTWO)
EQT Corp : (EQT)
AT&T Inc : (T)
Cardinal Health Inc : (CAH)
CrowdStrike Holdings Inc Class A : (CRWD)
CenterPoint Energy Inc : (CNP)
Paycom Software Inc : (PAYC)
CME Group Inc Class A : (CME)
W R Berkley Corp : (WRB)
McKesson Corp : (MCK)
Darden Restaurants Inc : (DRI)
Cencora Inc : (COR)
Kroger Co : (KR)
Gilead Sciences Inc : (GILD)
Entergy Corp : (ETR)
Republic Services Inc : (RSG)
Exelon Corp : (EXC)
Fortinet Inc : (FTNT)
Monster Beverage Corp : (MNST)
Insulet Corp : (PODD)
Williams Companies Inc : (WMB)
Welltower Inc : (WELL)
CVS Health Corp : (CVS)
Mosaic Co : (MOS)
Autozone Inc : (AZO)
Altria Group Inc : (MO)
Fox Corp Class A : (FOXA)
GE Aerospace : (GE)
O'Reilly Automotive Inc : (ORLY)
Visa Inc Class A : (V)
Deere & Co : (DE)
F5 Inc : (FFIV)
Atmos Energy Corp : (ATO)
WEC Energy Group Inc : (WEC)
International Business Machines Corp : (IBM)
Jabil Inc : (JBL)
Fox Corp Class B : (FOX)
T-Mobile US Inc : (TMUS)
Boston Scientific Corp : (BSX)
Johnson Controls International PLC : (JCI)
Ralph Lauren Corp Class A : (RL)
