Run-Up Portfolio Adjustments Ahead of Upcoming Catalysts

FYI: We made some adjustments to our Run-Up portfolio holdings today based on recent past readouts and a near-term upcoming readout. We closed our positions in CELC (5.6% to 0%) and CMPS (5.6% to 0%) and cut our position in TENX in half to 2.8% to reduce exposure with the upcoming Ph3 (suspected big mover) readout this month. Next major adjustments to the Run-Up targets likely not until after the Q2 hedge fund data is available in mid-August.

We provide our holdings and percentages for each portfolio to Elite and Apex subscribers on our Portfolio Targets Page.

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This article is not investment, tax, or legal advice. Please do your own diligence and seek advice from professional advisors representing your interests.

Article history:

First published 8/7/26 EJV, AV