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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 AUGUST 2025 | UPDATED JULY 31, 2025
TOP 50 STOCKS — RUSSELL 1000
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Robinhood Markets Inc Class A (HOOD)  
MP Materials Corp Class A (MP)  
Rocket Lab USA Inc Class A (RKLB)  
Palantir Technologies Inc Class A (PLTR)  
Roblox Corp Class A (RBLX)  ⚠️
AST SpaceMobile Inc Class A (ASTS)  
Cloudflare Inc Class A (NET)  ⚠️
GE Vernova Inc (GEV)  
Quantumscape Corp Class A (QS)  
Carvana Co Class A (CVNA)  
Zscaler Inc (ZS)  
Howmet Aerospace Inc (HWM)  
Coinbase Global Inc Class A (COIN)  
Talen Energy Corp (TLN)  
SoFi Technologies Inc (SOFI)  
Snowflake Inc Class A (SNOW)  
Royal Caribbean Cruises Ltd (RCL)  ⚠️
Amphenol Corp Class A (APH)  
Broadcom Inc (AVGO)  
Vistra Corp (VST)  
Netflix Inc (NFLX)  
CrowdStrike Holdings Inc Class A (CRWD)  
Oracle Corp (ORCL)  ⚠️
DoorDash Inc Class A (DASH)  
Microstrategy Inc Class A (MSTR)  
GE Aerospace (GE)  
Western Digital Corp (WDC)  
Applovin Corp Class A (APP)  ⚠️
Johnson Controls International PLC (JCI)  
Unity Software Inc (U)  
Boeing Co (BA)  
Philip Morris International Inc (PM)  
Super Micro Computer Inc (SMCI)  
Constellation Energy Corp (CEG)  
Quanta Services Inc (PWR)  
KLA Corp (KLAC)  
Lam Research Corp (LRCX)  
Newmont Corporation (NEM)  
Citigroup Inc (C)  
NVIDIA Corp (NVDA)  
Micron Technology Inc (MU)  
Intuit Inc (INTU)  
Carnival Corp (CCL)  ⚠️
EQT Corp (EQT)  
Warner Bros Discovery Inc Series A (WBD)  ⚠️
Goldman Sachs Group Inc (GS)  
Uber Technologies Inc (UBER)  
Charles Schwab Corp (SCHW)  
Tempus AI Inc Class A (TEM)  
Astera Labs Inc (ALAB)
TOP 50 STOCKS — S&P 500
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Palantir Technologies Inc Class A (PLTR)  
GE Vernova Inc (GEV)  
NRG Energy Inc (NRG)  
Jabil Inc (JBL)  
Howmet Aerospace Inc (HWM)  
Seagate Technology Holdings PLC (STX)  
Tapestry Inc (TPR)  
Royal Caribbean Cruises Ltd (RCL)  ⚠️
Dollar Tree Inc (DLTR)  
Amphenol Corp Class A (APH)  
Broadcom Inc (AVGO)  
Vistra Corp (VST)  
Axon Enterprise Inc (AXON)  
Netflix Inc (NFLX)  
Dollar General Corp (DG)  
CrowdStrike Holdings Inc Class A (CRWD)  
Mosaic Co (MOS)  
Oracle Corp (ORCL)  ⚠️
GE Aerospace (GE)  
Western Digital Corp (WDC)  
VeriSign Inc (VRSN)  
Johnson Controls International PLC (JCI)  
Boeing Co (BA)  
Philip Morris International Inc (PM)  
Cardinal Health Inc (CAH)  
Super Micro Computer Inc (SMCI)  
Constellation Energy Corp (CEG)  
Quanta Services Inc (PWR)  
KLA Corp (KLAC)  
Ralph Lauren Corp Class A (RL)  
Lam Research Corp (LRCX)  
Newmont Corporation (NEM)  
Ulta Beauty Inc (ULTA)  
Citigroup Inc (C)  
NVIDIA Corp (NVDA)  
Take-Two Interactive Software Inc (TTWO)  
Rockwell Automation Inc (ROK)  
Micron Technology Inc (MU)  
Intuit Inc (INTU)  
Carnival Corp (CCL)  ⚠️
EQT Corp (EQT)  
Warner Bros Discovery Inc Series A (WBD)  ⚠️
Corteva Inc (CTVA)  
Northern Trust Corp (NTRS)  
Goldman Sachs Group Inc (GS)  
Uber Technologies Inc (UBER)  
Charles Schwab Corp (SCHW)  
International Business Machines Corp (IBM)  
eBay Inc (EBAY)  ⚠️
TE Connectivity PLC (TEL)
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
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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)