Near 52-Week Highs: Quality Leaders Holding Firm

While tech sells off on AI-multiple worries, money is moving into companies sitting at or within a few percent of their 52-week highs. This basket holds large caps in drugs, payments, life-science tools, energy and staples that are still at or near those highs. Eli Lilly's $1 trillion market cap shows where flows are going. Catalysts: - 2026-10-15 GLP-1s took Eli Lilly to $1 trillion; CEO Dave Ricks is betting billions he can do it again (https://www.forbes.com/sites/amyfeldman/2026/10/15/glp-1s-took-eli-lilly-to-1-trillion-ceo-dave-ricks-is-betting-billions-he-can-do-it-again/) Launch basket (equal weight): LLY, ABBV, V, MA, TMO, KO, CVX, XOM Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.