THE HERD INDEX · WEEK 43

Ten creators, one portfolio, one rule.

scores to Fri 23 Oct 2026 · updated after each Friday's close

Creators are the YouTube channels we track. The Herd is the ten with the best Herd Score this month. Speakers are the people in the videos. Held means in their follow portfolio: what following their mentions would hold, not their own account.

The One Rule

Every mention goes into the creator's follow portfolio, measured against the S&P 500.
The ten best Herd Scores make The Herd every month.
The herd line is the Herd's own return: beat it to climb.

The curve — base 100 vs the S&P 500 total return

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Pick an index (Top 5 · Top 10 (The Herd) · Top 20 · All creators) and a period. Each period starts the lines at 100 on its first Friday; the numbers under the curve are for that period, with the other period's in small print. Shaded weeks: The Herd was chosen for them after the fact, with the same rule. Hover or tap for the week's numbers.

How it works

  1. STEP 1
    TRACK

    Every time a creator we follow says in one of their own videos that a listed stock is a buy or a sell, it counts as a mention: who said it, which stock, long or short, and the quote.

  2. STEP 2
    FOLLOW

    Each creator gets a follow portfolio: every long mention is bought at the stock's next close and held until 90 days after the creator last mentioned it, every stock weighing the same. A short mention sells it.

  3. STEP 3
    SCORE

    The follow portfolio's return against the S&P 500, its alpha, how often it beat the S&P 500 over three months and its hit rate make the Herd Score from 1 to 10.

  4. STEP 4
    COMPOSE

    On the first Friday of each month the 10 best Herd Scores become The Herd. The Herd Index is their follow portfolios held together, every creator weighing the same, day by day against the S&P 500.

The Herd now — this month's Top ten

139
holdings in the index
10 of 10
creators holding a stock
2 Oct 2026
frozen on
6 Nov 2026
next freeze
SeatCreatorHerd ScoreSince joinedStocks held
1The Market Huddle10/10+9.1%since 7 Aug 20262
2Chip Stock Investor10/10+14.7%since 6 Feb 202634
3The Circuit10/10+4.7%since 1 May 202620
4Jordi Visser10/10−5.8%since 6 Feb 202611
5Wall Street Millennial10/10+83.6%since 3 Oct 20251
6Tom Nash10/10+1.2%since 3 Jul 202611
7Planet MicroCap9/10+8.8%since 1 Aug 202548
8Jose Najarro Stocks10/10−17.9%since 2 Oct 202635
9All-In Podcast10/10+247.2%since 3 Nov 202312
10Excess Returns10/10+4.5%since 2 Oct 202619

Holdings are distinct stocks held by the index this week. Since joined is each member's result after selection: following them from the freeze that put them in The Herd, minus the S&P 500. Weights per stock are not published: the index is non-investable.

The Herd (top 10 creators) — the race for the seatsHerd History — every creator, every betHerd Picks — what they're saying

Most held by The Herd

The stocks the follow portfolios of The Herd hold on 2026-10-23, by how many of its 10 creators hold each. Each creator's portfolio weighs every stock the same; the index's weights per stock are not published.

StockHeld byCreators
NVDA NVIDIA Corporation7 of 10
MSFT Microsoft Corporation5 of 10
AMZN Amazon.com, Inc.5 of 10
GOOG Alphabet Inc.4 of 10
MU Micron Technology, Inc.4 of 10
META Meta Platforms, Inc.4 of 10
ASML ASML Holding N.V.4 of 10
PLTR Palantir Technologies Inc.3 of 10
AMD Advanced Micro Devices, Inc.3 of 10
BE Bloom Energy Corporation3 of 10
MRVL Marvell Technology, Inc.3 of 10
ANET Arista Networks, Inc.3 of 10
TSM Taiwan Semiconductor Manufacturing Company Limited3 of 10
AVGO Broadcom Inc.3 of 10
INTC Intel Corporation3 of 10
HOOD Robinhood Markets, Inc.2 of 10
FIG Figma, Inc.2 of 10
LITE Lumentum Holdings Inc.2 of 10
APP AppLovin Corporation2 of 10
PANW Palo Alto Networks, Inc.2 of 10
CRWV CoreWeave, Inc.2 of 10
005930.KS Samsung Electronics Co., Ltd.2 of 10
AMAT Applied Materials, Inc.2 of 10
CRDO Credo Technology Group Holding Ltd2 of 10
CRWD CrowdStrike Holdings, Inc.2 of 10
ORCL Oracle Corporation2 of 10
SNPS Synopsys, Inc.2 of 10
112 more stocks held by one creator each
StockHeld byCreators
NFLX Netflix, Inc.1 of 10
FCX Freeport-McMoRan Inc.1 of 10
CEG Constellation Energy Corporation1 of 10
GLW Corning Incorporated1 of 10
LLY Eli Lilly and Company1 of 10
ROG Rogers Corporation1 of 10
VRT Vertiv Holdings Co1 of 10
ZETA Zeta Global Holdings Corp.1 of 10
BSP Bending Spoons S.p.A.1 of 10
CRM Salesforce, Inc.1 of 10
WDAY Workday, Inc.1 of 10
BABA Alibaba Group Holding Limited1 of 10
BLDR Builders FirstSource, Inc.1 of 10
BRK-A Berkshire Hathaway Inc.1 of 10
COF Capital One Financial Corporation1 of 10
FDS FactSet Research Systems Inc.1 of 10
GWRE Guidewire Software, Inc.1 of 10
IT Gartner, Inc.1 of 10
MSCI MSCI Inc.1 of 10
SHOP Shopify Inc.1 of 10
TSLA Tesla, Inc.1 of 10
WLK Westlake Corporation1 of 10
2454.TW MediaTek Inc.1 of 10
AAPL Apple Inc.1 of 10
ADI Analog Devices, Inc.1 of 10
AKAM Akamai Technologies, Inc.1 of 10
ARM Arm Holdings plc1 of 10
CSCO Cisco Systems, Inc.1 of 10
GFS GLOBALFOUNDRIES Inc.1 of 10
SITM SiTime Corporation1 of 10
TXN Texas Instruments Incorporated1 of 10
AXON Axon Enterprise, Inc.1 of 10
BKNG Booking Holdings Inc.1 of 10
DOCN DigitalOcean Holdings, Inc.1 of 10
ENVX Enovix Corporation1 of 10
FTNT Fortinet, Inc.1 of 10
GEV GE Vernova Inc.1 of 10
HON Honeywell International Inc.1 of 10
ISRG Intuitive Surgical, Inc.1 of 10
MPWR Monolithic Power Systems, Inc.1 of 10
MSI Motorola Solutions, Inc.1 of 10
MYCR.ST Mycronic AB (publ)1 of 10
NOW ServiceNow, Inc.1 of 10
P Everpure, Inc.1 of 10
RKLB Rocket Lab Corporation1 of 10
SNDK Sandisk Corporation1 of 10
STX Seagate Technology Holdings plc1 of 10
TMDX TransMedics Group, Inc.1 of 10
VRTX Vertex Pharmaceuticals Incorporated1 of 10
WDC Western Digital Corporation1 of 10
000660.KS SK hynix Inc.1 of 10
AAOI Applied Optoelectronics, Inc.1 of 10
AEHR Aehr Test Systems, Inc.1 of 10
ALAB Astera Labs, Inc.1 of 10
CBRS Cerebras Systems Inc.1 of 10
FORM FormFactor, Inc.1 of 10
GNRC Generac Holdings Inc.1 of 10
IREN IREN Limited1 of 10
NBIS Nebius Group N.V.1 of 10
NET Cloudflare, Inc.1 of 10
QCOM QUALCOMM Incorporated1 of 10
RDDT Reddit, Inc.1 of 10
SMCI Super Micro Computer, Inc.1 of 10
U Unity Software Inc.1 of 10
WYFI WhiteFiber, Inc.1 of 10
4480.T Medley, Inc.1 of 10
ACNT Ascent Industries Co.1 of 10
AGRO Adecoagro S.A.1 of 10
BLM.V BluMetric Environmental Inc.1 of 10
BYL.TO Baylin Technologies Inc.1 of 10
CCLD CareCloud, Inc.1 of 10
CLPT ClearPoint Neuro, Inc.1 of 10
CLS Celestica Inc.1 of 10
CNO.V California Nanotechnologies Corp.1 of 10
COV.V Covalon Technologies Ltd.1 of 10
CSIQ Canadian Solar Inc.1 of 10
DBO.TO D-BOX Technologies Inc.1 of 10
DRX Drax Group plc1 of 10
ECO ECO Atlantic Oil & Gas Ltd.1 of 10
ECOM.V EMERGE Commerce Ltd.1 of 10
FNV Franco-Nevada Corporation1 of 10
GURU.TO GURU Organic Energy Corp.1 of 10
HOVR New Horizon Aircraft Ltd.1 of 10
INX.V Intouch Insight Ltd.1 of 10
JOBY Joby Aviation, Inc.1 of 10
KBSX FST Corp.1 of 10
KDOZ.V Kidoz Inc.1 of 10
KITS.TO Kits Eyecare Ltd.1 of 10
KLNG Koil Energy Solutions, Inc.1 of 10
KRKNF Kraken Robotics Inc.1 of 10
LODE Comstock Inc.1 of 10
LOVE.TO Cannara Biotech Inc.1 of 10
MAMA Mama's Creations, Inc.1 of 10
NLCP NewLake Capital Partners, Inc.1 of 10
NLH.V Nova Leap Health Corp.1 of 10
NTRP NextTrip, Inc.1 of 10
OGI Organigram Holdings Inc.1 of 10
OLTH.AT Thessaloniki Port Authority Societe Anonyme1 of 10
PLAN.V Progressive Planet Solutions Inc.1 of 10
PRSO Peraso Inc.1 of 10
ROMJ.V Rubicon Organics Inc.1 of 10
RX.V BioSyent Inc.1 of 10
SIF SIFCO Industries, Inc.1 of 10
SPCB SuperCom Ltd.1 of 10
SPOT Spotify Technology S.A.1 of 10
TMG.V Thermal Energy International Inc.1 of 10
TRBE.V Tribe Property Technologies Inc.1 of 10
URLOF NameSilo Technologies Corp.1 of 10
USIO Usio, Inc.1 of 10
VBNK VersaBank1 of 10
WPM Wheaton Precious Metals Corp.1 of 10
XLY.TO Auxly Cannabis Group Inc.1 of 10

Sectors

Information Technology64
Industrials18
Health Care14
Communication Services9
Consumer Discretionary9
Materials9
Financials7
Consumer Staples4
Energy2
Utilities2
Real Estate1

The stocks The Herd holds per sector (GICS, from Yahoo), each stock counted once; Unclassified when a stock has none.

Methodology

What counts as a mention

A mention is one creator saying, in one of their own videos, that a listed stock is a buy or a sell. Mentions are attributed to the channel they were made on: what a creator says as a guest on someone else's show is not counted for them.

The follow portfolio

A long mention is bought at the stock's first close after the video, if that comes within 30 days. Another long mention of the same stock keeps it longer instead of buying it twice. It is sold at the first close 90 days after the latest mention, or at the next close after a short mention. Every stock held weighs the same, every day; a day with nothing to hold earns the S&P 500.

Measured against the S&P 500

Every return is set against the S&P 500 total return (^SP500TR) over the same days, both with dividends reinvested.

The Herd Score

A creator with 1 year of history, 10 finished bets and a mention in the last 182 days gets a Herd Score: return against the S&P 500 over up to three years, alpha over the last year, consistency and hit rate, each ranked among those creators, with a short record pulled toward the middle. The best tenth score 10.

The Herd

On the first Friday of each month the 10 creators with the best Herd Score become The Herd until the next month's first Friday. Weeks before the real monthly freezes use the same rule on that month's first Friday. "Since joined", under The Herd now, follows a member from the freeze that put them in The Herd, minus the S&P 500 over the same days: their result after selection, not the record that selected them.

Index constituents

Top 10 (The Herd) holds The Herd. Top 5 and Top 20 hold the first 5 and 20 by Herd Score on the same Friday; when fewer creators have a score, the list is shorter. All creators holds every creator we follow.

Index weights

Every constituent weighs the same. Inside a creator's share every stock they hold weighs the same, so a stock two creators both hold weighs twice as much. A constituent with nothing open earns the S&P 500 for their share.

Rebalancing

Daily: the index's return each day is the average of its constituents' follow portfolios. The constituents change on the first Friday of each month.

Benchmark and levels

The index and the S&P 500 both start at 100 on 2022-10-07; the curve shows each Friday's close. The benchmark is ^SP500TR, with SPY as fallback when it is unavailable. The curve also shows Nasdaq Composite TR (^XCMP) as a second line; every number on this page is measured against the S&P 500 only.

Missing prices

A stock without a close on a day keeps its last close, so it earns nothing that day. A stock whose price data turns negative is dropped from that day on.

Periods

The curve shows "Since 7 Oct 2022", the whole history, or "Since 4 Sep 2026", the weeks since the site began following The Herd. Each view starts the lines at 100 on its first Friday, and the numbers under the curve are for that view, with the other view's numbers in small print under them. Every week uses the same rules, and no day sees a mention dated after it. The weeks before 4 Sep 2026 are shaded on the curve: The Herd was chosen for them after the fact, with the same rule.

What is excluded

Short mentions are not held: they sell a long the creator held. Mentions without a listed ticker, mentions made outside a creator's own channel, and stocks whose first close comes more than 30 days after the video are not counted.

How creators are scored: the follow portfolio, its measures and the Herd Score →

Entertainment, not investment advice — the host is a sheep. The Herd Index is not an investable product. No per-stock weights are published, nothing can be bought or tracked, and nothing on this page is a recommendation to buy or sell any security.