Halfway through the Halftime Portfolio challenge By: CNBC.com News July 01, 2015 at 16:28 PM EDT Halfway through the Halftime Portfolio competition. Our experts are heading into the second half of the year with a fresh look at their strategies. Read More >> Related Stocks: Accuray Inc Allison Transmission Holdings American Express Apple Baxter International Citigroup HD Supply Hlds Cmm Harley-Davidson International Business Machines J C Penney Company Inc Jetblue Airways Corp Lululemon Athletica Morgan Stanley Red Hat Staples United Parcel Service Winnebago Industries eBay