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KMI Screening on Individual Stocks and ETFs

KINGDOM MINDSET INVESTING SCREEN DETAIL
Sherman Portfolios uses a company called Kingdom Mindset Investing™ (KMI) employees a "Primary Mission" screen for our stocks, companies, and ETFs. The screen includes an initial filter via the BRI Institute to flag for the 3 possible elimination categories. These categories are:
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- Abortion Manufacturing
- Pornography Production
- Gambling

For any stock or ETF that triggers one of the above flags, the KMI review committee manually reviews and applies the "Primary Mission" screen. KMI defines this as making a judgment to determine if the primary mission for the stock or ETF existing is to be an abortion manufacturer, pornography producer, or gambling facility. If the primary mission is one of those categories, the stock or ETF is removed from all Sherman Portfolios use; if the primary mission is not one of these categories, the flag is removed and the stock or ETF remains in the SPL lineup.
Those stocks or ETFs with the yellow warning sign (⚠️) were flagged for elimination by initial BRI screening. However, the flag was removed and the stock or ETF remained in the final list, since KMIs belief is that the primary mission for that company is not abortion manufacturing, pornography production, or gambling.
Those stocks or ETFs with the red X (❌) were flagged for elimination by initial BRI screening, and the flag was verified for removal since KMIs belief is that the primary mission for that company is abortion manufacturing, pornography production, or gambling.
Below is the list of stocks, ETFs, and models that were flagged by BRI Institute and analyzed by KMI.
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UNFILTERED STOCK LISTS
UNFILTERED ETF LIST
AFFECTED MODELS
UNFILTERED STOCK LISTS
LIST FOR MARCH 2025 | UPDATED MAR 1, 2024
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)
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 :  (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 :  (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)
UNFILTERED ETF LIST
LIST AS OF NOV 29, 2024
ETFs used in SPL models - no current exclusions
1.
iShares U.S.  Technology ETF (IYW) ⚠️
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Invesco QQQ Trust (QQQ) ⚠️
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iShares S&P 500 Growth ETF (IVW) ⚠️
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SPDR S&P 500 ETF Trust (SPY) ⚠️
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iShares U.S. Consumer Services ETF (IYC) ⚠️
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iShares U.S. Financials ETF (IYF)
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iShares S&P 500 Value ETF (IVE) ⚠️
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SPDR Dow Jones Industrial Average ETF Trust (DIA) ⚠️
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iShares U.S. Industrials ETF (IYJ)
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iShares S&P Mid-Cap 400 Growth ETF (IJK) ⚠️
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iShares MSCI EAFE ETF (EFA) ⚠️
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SPDR S&P MidCap 400 ETF Trust (MDY) ⚠️
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iShares S&P Small-Cap 600 Growth ETF (IJT) ⚠️
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iShares MSCI Emerging Markets ETF (EEM) ⚠️
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iShares Russell 3000 ETF (IWV) ⚠️
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iShares S&P Mid-Cap 400 Value ETF (IJJ) ⚠️
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iShares U.S. Basic Materials ETF (IYM)
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iShares U.S. Real Estate ETF (IYR) ⚠️
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iShares Russell 2000 ETF (IWM) ⚠️
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iShares U.S. Healthcare ETF (IYH) ⚠️
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iShares S&P Small-Cap 600 Value ETF (IJS) ⚠️
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iShares U.S. Telecommunications ETF (IYZ) ⚠️
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iShares U.S. Utilities ETF (IDU)
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iShares U.S. Consumer Goods ETF (IYK) ⚠️
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iShares U.S. Energy ETF (IYE)
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iShares iBoxx $ High Yield Corporate Bond ETF (HYG) ⚠️
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iShares Floating Rate Bond ETF (FLOT) ⚠️
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PIMCO Enhanced Short Maturity Active ETF (MINT) ⚠️
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Invesco Emerging Markets Sovereign Debt ETF (PCY)
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iShares 1-3 Year Treasury Bond ETF (SHY)
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iShares National Muni Bond ETF - MUB
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SPDR Bloomberg Convertible Securities ETF (CWB) ⚠️
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Invesco Preferred ETF (PGX) ⚠️
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iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) ⚠️
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VanEck High Yield Muni ETF (HYD)
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iShares TIPS Bond ETF (TIP)
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iShares Core U.S. Aggregate Bond ETF (AGG) ⚠️
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iShares MBS ETF (MBB)
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SPDR Bloomberg International Treasury Bond ETF (BWX)
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iShares 7-10 Year Treasury Bond ETF (IEF)
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SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
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iShares 20+ Year Treasury Bond ETF (TLT)
AFFECTED SPL MODELS
LIST AS OF NOV 29, 2024
Models affected by KMI screening - no current impacts
1.
Harmony (inc. 1, 2, 3, & 4)
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Star Min/Max
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DELTA-V (inc. w/STARPATH)
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Buy/Replace (inc. w/STARPATH)
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DELTA-V+CALENDAR (inc. w/STARPATH)
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Calendar Effects
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Sector Rotation One
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Sector Rotation Two
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Long/Cash (inc. SR2 option)
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Long/Short (inc. SR2 option)
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Multi-Sector Bond
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Optimum Bond
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Risk-Managed Gold (inc. all variants)
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Risk-Managed Energy (inc. all variants)