The 2026 S&P 500, attributed: every point, accounted for

The index has moved +966.0 points (+14.11%) this year. Every one of those points came from specific stocks. This is the accounting, reconstructed from member prices and checked against official closes.

The S&P 500 in 2026: path and gainers versus losers

The headline numbers

The S&P 500 is up +966.0 points (+14.11%) in 2026 so far.
298 of 503 members are up for the year; 205 are down.
The ten largest contributors account for +649.4 points, 67% of the entire move.
Just 34 stocks cover 100% of the year's net gain; the remaining 469, net, cancel out.
The equal-weight index is +13.61% on the year against the cap-weighted +14.11%; the gap is what size weighting did.

The ten stocks that are the year

#1 NVIDIA CORP (NVDA): +157.5 points on a +23.09% move.
#2 APPLE INC (AAPL): +100.1 points on a +24.06% move.
#3 MICRON TECHNOLOGY INC (MU): +99.4 points on a +260.70% move.
#4 ADVANCED MICRO DEVICES (AMD): +80.4 points on a +183.95% move.
#5 MICROSOFT CORP (MSFT): +61.3 points on a +11.13% move.
#6 AMAZON.COM INC (AMZN): +48.5 points on a +13.69% move.
#7 INTEL CORP (INTC): +29.8 points on a +183.74% move.
#8 ALPHABET INC CL A (GOOGL): +25.5 points on a +12.50% move.
#9 META PLATFORMS INC CLASS A (META): +23.8 points on a +9.06% move.
#10 SANDISK CORP (SNDK): +23.0 points on a +566.37% move.

The five biggest drags

TESLA INC (TSLA): −18.5 points on a −14.90% move.
AMPHENOL CORP CL A (APH): −11.8 points on a −35.26% move.
APPLOVIN CORP CLASS A (APP): −11.4 points on a −58.89% move.
NETFLIX INC (NFLX): −10.3 points on a −25.02% move.
ORACLE CORP (ORCL): −9.9 points on a −26.52% move.

S&P 500 2026 attribution map: cell size = points contributed

The full member-by-member table, the concentration curve, and the equal-weight overlay are live on the YTD dashboard. The same accounting publishes for every single session in the daily notes. Concepts are defined in How to read the numbers.