SQC Research 2026 Market Recovery Portfolio - up 15.81% in 23 trading days, boosted by Filtronic

Mark Watson-Mitchell - 26.04.2026

Filtronic (LON:FTC) is the absolute star of the portfolio, with a massive 104.14% price increase. The big question is whether it will continue to shine so brightly.

Portfolio performance lifted by Filtronic's shares, leaping ahead 104.14%

The ten companies selected on Monday, 23rd March, were as follows:

AO World (LON:AO.) @ 85p now 90p +5.88%

Ashtead Technology Holdings (LON:AT.) @ 390p now 493.50p +26.54%

Chemring Group (LON:CHG) @ 485p now 529p +9.07%

Costain Group (LON:COST) @ 177p now 180.40p +1.92%

Currys (LON:CURY) @ 128p now 128p +0%

Filtronic (LON:FTC) @ 145p now 296p +104.14%

James Fisher & Sons (LON:FSJ) @ 470p now 463p -1.49%

Ramsdens Holdings (LON:RFX) @ 340p now 397.50p +16.91%

SigmaRoc (LON:SRC) @ 108p now 125.20p + 15.93%

SRT Marine Systems (LON:SRT) @ 78p now 83.80p +7.44%

Overall performance since 23rd March = +15.81%

For information on the above selections, together with SQC Research Target Prices, please refer to the article published on Monday, 23rd March.