
The Smart All Stars Portfolio executed its June 2026 trade. Holdings include Netflix, ASML, Adobe, Intuit, and Lululemon. Alpha Score 45 on NFLX, 65 on ASML.
The Smart All Stars Portfolio completed a trade in June 2026, The Smart Investor said. The portfolio holds positions in Netflix, ASML, Adobe, Intuit, and Lululemon Athletica.
Netflix (NFLX stock page) carries an Alpha Score of 45 out of 100, placing it in the Mixed category within Communication Services. ASML (ASML stock page) scores 65, labeled Moderate in Technology. The two stocks represent the portfolio's largest technology exposure.
The portfolio's June 2026 update and a related article on Netflix's engagement numbers are available on The Smart Investor site. The trade completion follows the portfolio's regular monthly rebalancing schedule.
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