Retrospective sample format for a standardized biweekly systematic U.S. small-cap idea feed.
Reference snapshot: February 2, 2026. This page shows the publication structure, not current model output.
The purpose is to show the exact output format before a reader evaluates the live 3-issue sample sequence.
QSCW Balanced is a standardized biweekly research publication built around a systematic U.S. small-cap model. Each live issue provides the same model output to all subscribers: a 15-name equity list, changes from the prior issue, defensive allocation status, and brief model-level commentary.
The publication is intended as an external screening layer for professional investors conducting their own research. It does not provide stock-specific recommendations, price targets, personalized advice, position sizing, implementation guidance, or discretionary narratives.
Historical model-output example, shown to illustrate format only.
Ticker, company name, sector, status, and market capitalization are shown from the historical Portfolio123 holdings export and ticker reference data. Rows are sorted to match the historical snapshot.
| # | Ticker / company | Sector | Mkt Cap | Status | Model note |
|---|---|---|---|---|---|
| 01 | NATR Nature's Sunshine Products, Inc. |
Healthcare | $441M | Hold | 238 days held |
| 02 | AVAH Aveanna Healthcare Holdings Inc. |
Healthcare | $1.75B | Hold | 84 days held |
| 03 | VMD Viemed Healthcare, Inc. |
Healthcare | $292M | Hold | 182 days held |
| 04 | INNV InnovAge Holding Corp. |
Healthcare | $751M | Hold | 70 days held |
| 05 | INFU InfuSystem Holdings, Inc. |
Healthcare | $169M | Hold | 13 days held |
| 06 | IRMD IRadimed Corporation |
Healthcare | $1.25B | Hold | 98 days held |
| 07 | TILE Interface, Inc. |
Consumer Non-Cyclicals | $1.84B | Hold | 42 days held |
| 08 | KRMD KORU Medical Systems, Inc. |
Healthcare | $249M | New | added this rebalance |
| 09 | MDXG MiMedx Group, Inc. |
Healthcare | $751M | Hold | 13 days held |
| 10 | PAHC Phibro Animal Health Corporation |
Healthcare | $1.62B | Hold | 42 days held |
| 11 | PSMT PriceSmart, Inc. |
Consumer Non-Cyclicals | $4.38B | Hold | 28 days held |
| 12 | MZTI The Marzetti Company |
Consumer Non-Cyclicals | $4.72B | New | added this rebalance |
| 13 | JBSS John B. Sanfilippo & Son, Inc. |
Consumer Non-Cyclicals | $942M | New | added this rebalance |
| 14 | LWAY Lifeway Foods, Inc. |
Consumer Non-Cyclicals | $335M | Hold | 42 days held |
| 15 | LGCY Legacy Education Inc. |
Consumer Non-Cyclicals | $127M | New | added this rebalance |
Shown as an audit trail of model-output changes, not as buy/sell instructions.
These names entered the 15-name model output at the February 2, 2026 rebalance.
These tickers appeared in the historical transaction log as removed at the rebalance. This is not a sell recommendation or implementation instruction.
This sample rebalance includes 4 new entries and 4 removals from the prior issue. Live issues should show entries and removals since the prior publication while keeping proprietary factor weights, rank scores, and volatility thresholds undisclosed.