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![SayNoToTrading Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1880059139419959296.png) Say No To Trading [@SayNoToTrading](/creator/twitter/SayNoToTrading) on x 6003 followers
Created: 2025-07-01 20:33:01 UTC

Definitely a dichotomy today in momentum tech vs. washed-out value and growth.

As first day of 3rd quarter, how much do you think it's related to fund managers NOT wanting to show $UNH, $TMO, $PEP, $LEN, $ODFL etc. near top of holdings on Q2?

![](https://pbs.twimg.com/media/Guy9hHFXcAAeN_r.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940146645402054841/c:line.svg)

**Related Topics**
[pep](/topic/pep)
[$odfl](/topic/$odfl)
[$unh](/topic/$unh)
[stocks healthcare](/topic/stocks-healthcare)
[$tmo](/topic/$tmo)
[$pep](/topic/$pep)
[stocks consumer defensive](/topic/stocks-consumer-defensive)
[$len](/topic/$len)

[Post Link](https://x.com/SayNoToTrading/status/1940146645402054841)