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.
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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.
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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 MAY 2025 | UPDATED APR 30, 2025
TOP 50 STOCKS — RUSSELL 1000
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Palantir Technologies Inc Class A : (PLTR)
Spotify Technology SA : (SPOT)
Robinhood Markets Inc Class A : (HOOD)
Philip Morris International Inc : (PM)
Gilead Sciences Inc : (GILD)
Microstrategy Inc Class A : (MSTR)
AT&T Inc : (T)
EQT Corp : (EQT)
DoorDash Inc Class A : (DASH)
Netflix Inc : (NFLX)
T-Mobile US Inc : (TMUS)
Roblox Corp Class A : (RBLX)
CME Group Inc Class A : (CME)
Fortinet Inc : (FTNT)
GE Vernova Inc : (GEV)
Kroger Co : (KR)
CVS Health Corp : (CVS)
McKesson Corp : (MCK)
O'Reilly Automotive Inc : (ORLY)
International Business Machines Corp : (IBM)
Altria Group Inc : (MO)
Progressive Corp : (PGR)
Cencora Inc : (COR)
Autozone Inc : (AZO)
Arthur J. Gallagher & Co : (AJG)
Cheniere Energy Inc : (LNG)
Berkshire Hathaway Inc Class B : (BRK.B)
Visa Inc Class A : (V)
Abbott Laboratories : (ABT)
Deere & Co : (DE)
Boston Scientific Corp : (BSX)
3M Co : (MMM)
Cisco Systems Inc : (CSCO)
CrowdStrike Holdings Inc Class A : (CRWD)
RTX Corp : (RTX)
GE Aerospace : (GE)
Walmart Inc : (WMT)
SoFi Technologies Inc : (SOFI)
McDonald's Corp : (MCD)
Duke Energy Corp : (DUK)
AbbVie Inc : (ABBV)
Coca-Cola Co : (KO)
Carvana Co Class A : (CVNA)
Verizon Communications Inc : (VZ)
Intercontinental Exchange Inc : (ICE)
Snowflake Inc Class A : (SNOW)
Automatic Data Processing Inc : (ADP)
Newmont Corporation : (NEM)
Wells Fargo & Co : (WFC)
Mastercard Inc Class A : (MA)
Spotify Technology SA : (SPOT)
Robinhood Markets Inc Class A : (HOOD)
Philip Morris International Inc : (PM)
Gilead Sciences Inc : (GILD)
Microstrategy Inc Class A : (MSTR)
AT&T Inc : (T)
EQT Corp : (EQT)
DoorDash Inc Class A : (DASH)
Netflix Inc : (NFLX)
T-Mobile US Inc : (TMUS)
Roblox Corp Class A : (RBLX)
CME Group Inc Class A : (CME)
Fortinet Inc : (FTNT)
GE Vernova Inc : (GEV)
Kroger Co : (KR)
CVS Health Corp : (CVS)
McKesson Corp : (MCK)
O'Reilly Automotive Inc : (ORLY)
International Business Machines Corp : (IBM)
Altria Group Inc : (MO)
Progressive Corp : (PGR)
Cencora Inc : (COR)
Autozone Inc : (AZO)
Arthur J. Gallagher & Co : (AJG)
Cheniere Energy Inc : (LNG)
Berkshire Hathaway Inc Class B : (BRK.B)
Visa Inc Class A : (V)
Abbott Laboratories : (ABT)
Deere & Co : (DE)
Boston Scientific Corp : (BSX)
3M Co : (MMM)
Cisco Systems Inc : (CSCO)
CrowdStrike Holdings Inc Class A : (CRWD)
RTX Corp : (RTX)
GE Aerospace : (GE)
Walmart Inc : (WMT)
SoFi Technologies Inc : (SOFI)
McDonald's Corp : (MCD)
Duke Energy Corp : (DUK)
AbbVie Inc : (ABBV)
Coca-Cola Co : (KO)
Carvana Co Class A : (CVNA)
Verizon Communications Inc : (VZ)
Intercontinental Exchange Inc : (ICE)
Snowflake Inc Class A : (SNOW)
Automatic Data Processing Inc : (ADP)
Newmont Corporation : (NEM)
Wells Fargo & Co : (WFC)
Mastercard Inc Class A : (MA)
TOP 50 STOCKS — S&P 500
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Palantir  Technologies Inc Class A : (PLTR)
Tapestry Inc : (TPR)
Philip Morris International Inc : (PM)
Gilead Sciences Inc : (GILD)
VeriSign Inc : (VRSN)
AT&T Inc : (T)
Entergy Corp : (ETR)
EQT Corp : (EQT)
Take-Two Interactive Software Inc : Â (TTWO)
Howmet Aerospace Inc : (HWM)
Netflix Inc : (NFLX)
T-Mobile US Inc : (TMUS)
CME Group Inc Class A : (CME)
Fox Corp Class A : (FOXA)
Darden Restaurants Inc : (DRI)
Globe Life Inc : (GL)
CenterPoint Energy Inc : (CNP)
Fortinet Inc : (FTNT)
Fox Corp Class B : (FOX)
Axon Enterprise Inc : (AXON)
GE Vernova Inc : (GEV)
Welltower Inc : (WELL)
Kroger Co : (KR)
Exelon Corp : (EXC)
CVS Health Corp : (CVS)
Williams Companies Inc : (WMB)
Cardinal Health Inc : (CAH)
McKesson Corp : (MCK)
Paycom Software Inc : (PAYC)
F5 Inc : (FFIV)
O'Reilly Automotive Inc : (ORLY)
Ameren Corp : (AEE)
WEC Energy Group Inc : (WEC)
Republic Services Inc : (RSG)
International Business Machines Corp : Â (IBM)
NiSource Inc : (NI)
W R Berkley Corp : (WRB)
Altria Group Inc : (MO)
Progressive Corp : (PGR)
Cencora Inc : (COR)
Brown & Brown Inc : (BRO)
Autozone Inc : (AZO)
Arthur J. Gallagher & Co : (AJG)
Ventas Inc : (VTR)
Berkshire Hathaway Inc Class B : (BRK.B)
Visa Inc Class A : (V)
Abbott Laboratories : (ABT)
Atmos Energy Corp : (ATO)
Deere & Co : (DE)
Boston Scientific Corp : (BSX)
Tapestry Inc : (TPR)
Philip Morris International Inc : (PM)
Gilead Sciences Inc : (GILD)
VeriSign Inc : (VRSN)
AT&T Inc : (T)
Entergy Corp : (ETR)
EQT Corp : (EQT)
Take-Two Interactive Software Inc : Â (TTWO)
Howmet Aerospace Inc : (HWM)
Netflix Inc : (NFLX)
T-Mobile US Inc : (TMUS)
CME Group Inc Class A : (CME)
Fox Corp Class A : (FOXA)
Darden Restaurants Inc : (DRI)
Globe Life Inc : (GL)
CenterPoint Energy Inc : (CNP)
Fortinet Inc : (FTNT)
Fox Corp Class B : (FOX)
Axon Enterprise Inc : (AXON)
GE Vernova Inc : (GEV)
Welltower Inc : (WELL)
Kroger Co : (KR)
Exelon Corp : (EXC)
CVS Health Corp : (CVS)
Williams Companies Inc : (WMB)
Cardinal Health Inc : (CAH)
McKesson Corp : (MCK)
Paycom Software Inc : (PAYC)
F5 Inc : (FFIV)
O'Reilly Automotive Inc : (ORLY)
Ameren Corp : (AEE)
WEC Energy Group Inc : (WEC)
Republic Services Inc : (RSG)
International Business Machines Corp : Â (IBM)
NiSource Inc : (NI)
W R Berkley Corp : (WRB)
Altria Group Inc : (MO)
Progressive Corp : (PGR)
Cencora Inc : (COR)
Brown & Brown Inc : (BRO)
Autozone Inc : (AZO)
Arthur J. Gallagher & Co : (AJG)
Ventas Inc : (VTR)
Berkshire Hathaway Inc Class B : (BRK.B)
Visa Inc Class A : (V)
Abbott Laboratories : (ABT)
Atmos Energy Corp : (ATO)
Deere & Co : (DE)
Boston Scientific Corp : (BSX)
