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

The index has moved +831.8 points (+12.15%) 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 +831.8 points (+12.15%) in 2026 so far.
357 of 503 members are up for the year; 146 are down.
The ten largest contributors account for +463.0 points, 56% of the entire move.
Just 58 stocks cover 100% of the year's net gain; the remaining 445, net, cancel out.
The equal-weight index is +17.38% on the year against the cap-weighted +12.15%; the gap is what size weighting did.

The ten stocks that are the year

#1 NVIDIA CORP (NVDA): +97.2 points on a +14.37% move.
#2 MICRON TECHNOLOGY INC (MU): +74.7 points on a +227.04% move.
#3 APPLE INC (AAPL): +59.1 points on a +14.21% move.
#4 AMAZON.COM INC (AMZN): +54.6 points on a +13.10% move.
#5 ADVANCED MICRO DEVICES (AMD): +49.8 points on a +123.75% move.
#6 MICROSOFT CORP (MSFT): +47.4 points on a +2.13% move.
#7 INTEL CORP (INTC): +22.0 points on a +137.07% move.
#8 ALPHABET INC CL A (GOOGL): +20.5 points on a +10.99% move.
#9 SANDISK CORP (SNDK): +19.1 points on a +523.80% move.
#10 JOHNSON + JOHNSON (JNJ): +18.7 points on a +33.45% move.

The five biggest drags

TESLA INC (TSLA): −25.0 points on a −22.12% move.
META PLATFORMS INC CLASS A (META): −13.7 points on a −13.49% move.
APPLOVIN CORP CLASS A (APP): −9.2 points on a −53.91% move.
INTUITIVE SURGICAL INC (ISRG): −9.1 points on a −34.35% move.
ORACLE CORP (ORCL): −8.7 points on a −24.87% 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.