March was defined by one theme: the U.S.-Iran war.
Energy was the only sector in the green as the conflict pushed oil prices higher, while 10 of 11 S&P 500 sectors finished in the red.
Industrials led the losses, Tech remained under pressure, and volatility kept markets whipsawing throughout the month.
The S&P 500 slipped below its 200-day moving average and closed near its lowest point in over seven months.
Beneath the surface, the rotation was clear — away from growth and toward real assets, energy, and defensives. In environments like this, stock selection is everything.
Our focus is always on identifying and owning the strongest names. Here’s a look at the Top Stocks for March:
This scan gives us a clean, no-nonsense read on the strongest and most consistent outperformers of the month.
We’re tracking just two things: how often a stock outperformed, and by how much.
In other words, we want to know how frequently a stock beats the market — as well as the magnitude of its outperformance. Simple as that.
