As we head into the second half of the year, the 25 names I’ve been watching for 2025 continue to vastly outperform the S&P 500 index. Let’s take a look at where things stand as of mid-day Wednesday, and I’ll share my continued take on the market as we head into June and July.

On an equal weighted basis, the below chart shows my 25 names for the year are up 24.55% compared to the S&P 500, up only 1.26%.