No. of buys/adds (reported so far): 1155
Q4 2023 and Q1 2024
| Symbol | Stock | %▼ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| CHTR | Charter Communications | 0.298 | 12 | $322.69 | $278.09 | $236.08 | 17.79 | $458.30 |
| MSFT | Microsoft Corp. | 0.208 | 11 | $393.02 | $416.42 | $306.12 | 36.03 | $430.82 |
| HCC | Warrior Met Coal Inc. | 0.193 | 1 | $60.70 | $63.25 | $31.51 | 100.73 | $71.82 |
| AMZN | Amazon.com Inc. | 0.175 | 8 | $164.13 | $187.10 | $111.05 | 68.48 | $191.70 |
| FOUR | Shift4 Payments Inc. CL A | 0.169 | 1 | $65.00 | $42.91 | 51.48 | $92.30 | |
| EXPE | Expedia Group Inc. | 0.162 | 1 | $151.79 | $113.44 | $91.92 | 23.41 | $160.05 |
| MNDY | monday.com Ltd. | 0.158 | 1 | $215.07 | $181.73 | $122.13 | 48.80 | $239.22 |
| DIS | Walt Disney Co. | 0.154 | 6 | $100.65 | $105.32 | $78.48 | 34.20 | $123.74 |
| BRK.A | Berkshire Hathaway CL A | 0.150 | 3 | $599860.98 | $617580.00 | $482500.00 | 28.00 | $647039.00 |
| DHR | Danaher Corp. | 0.135 | 7 | $236.65 | $259.28 | $181.70 | 42.70 | $268.71 |
| ARCH | Arch Resources Inc. | 0.131 | 1 | $156.08 | $98.75 | 58.06 | $187.60 | |
| ORCL | Oracle Corp. | 0.121 | 5 | $115.26 | $120.88 | $95.55 | 26.51 | $132.35 |
| NATL | NCR Atleos Corp. | 0.121 | 3 | $24.00 | $25.55 | $18.00 | 41.94 | $26.00 |
| CVS | CVS Health Corp. | 0.115 | 5 | $79.45 | $55.99 | $53.70 | 4.26 | $81.71 |
| MCO | Moody's Corp. | 0.103 | 4 | $391.74 | $402.12 | $297.55 | 35.14 | $406.70 |
| GOOGL | Alphabet Inc. | 0.100 | 11 | $143.78 | $170.28 | $115.35 | 47.62 | $174.71 |
| C | Citigroup Inc. | 0.098 | 6 | $57.60 | $63.63 | $37.00 | 71.97 | $63.97 |
| PRAA | PRA Group Inc. | 0.097 | 1 | $25.54 | $11.85 | 115.53 | $31.43 | |
| EL | Estee Lauder Cos. | 0.096 | 5 | $154.10 | $133.97 | $101.23 | 32.34 | $201.60 |
| GEHC | GE HealthCare Technologies Inc. | 0.094 | 3 | $89.18 | $80.52 | $62.28 | 29.29 | $94.43 |
| SQ | Block Inc. | 0.093 | 3 | $78.47 | $71.18 | $38.85 | 83.22 | $87.52 |
| HCA | HCA Healthcare Inc. | 0.088 | 7 | $291.54 | $320.74 | $215.03 | 49.16 | $335.83 |
| NVRO | Nevro Corp. | 0.085 | 1 | $9.88 | $9.76 | 1.23 | $28.47 | |
| NKE | NIKE Inc. | 0.077 | 4 | $97.55 | $92.80 | $88.05 | 5.39 | $122.95 |
| PFE | Pfizer Inc. | 0.072 | 6 | $28.17 | $28.36 | $24.83 | 14.22 | $38.23 |
| HUM | Humana Inc. | 0.072 | 3 | $380.85 | $344.26 | $298.61 | 15.29 | $528.15 |
| PAYC | Paycom Software Inc. | 0.070 | 3 | $205.78 | $174.55 | $145.54 | 19.93 | $371.99 |
| CP | Canadian Pacific Kansas City | 0.069 | 6 | $82.59 | $81.19 | $68.69 | 18.20 | $91.43 |
| MGM | MGM Resorts International | 0.066 | 3 | $45.28 | $41.29 | $34.12 | 21.01 | $51.35 |
| WBD | Warner Bros. Discovery Inc. | 0.063 | 3 | $10.57 | $8.56 | $7.34 | 16.62 | $14.76 |
| ZTS | Zoetis Inc. | 0.060 | 5 | $169.71 | $168.81 | $144.80 | 16.58 | $200.89 |
| GT | Goodyear Tire & Rubber | 0.059 | 3 | $14.32 | $13.08 | $11.26 | 16.16 | $16.51 |
| AAP | Advance Auto Parts | 0.057 | 1 | $75.62 | $47.38 | 59.60 | $120.81 | |
| LNC | Lincoln National | 0.055 | 3 | $31.93 | $29.76 | $18.10 | 64.42 | $31.96 |
| CVNA | Carvana Co. | 0.054 | 2 | $63.87 | $120.89 | $10.20 | 1085.20 | $129.00 |
| VTLE | Vital Energy Inc. | 0.053 | 3 | $45.52 | $49.34 | $40.00 | 23.35 | $62.87 |
| INTU | Intuit Inc. | 0.053 | 2 | $643.30 | $635.36 | $395.15 | 60.79 | $669.14 |
| CHRD | Chord Energy | 0.053 | 1 | $182.35 | $131.85 | 38.30 | $190.23 | |
| TMO | Thermo Fisher Scientific | 0.052 | 5 | $568.91 | $594.21 | $415.05 | 43.17 | $603.42 |
| CRH | CRH plc | 0.051 | 6 | $85.57 | $82.53 | $50.55 | 63.26 | $88.00 |
| BBWI | Bath & Body Works Inc. | 0.051 | 3 | $47.13 | $48.69 | $27.02 | 80.20 | $50.34 |
| BCC | Boise Cascade Company | 0.051 | 2 | $136.29 | $68.10 | 100.13 | $154.67 | |
| GE | GE Aerospace | 0.049 | 5 | $143.66 | $159.94 | $79.07 | 102.28 | $170.80 |
| PM | Philip Morris Intl. | 0.049 | 3 | $93.26 | $99.86 | $84.34 | 18.40 | $100.23 |
| BRKR | Bruker Corp. | 0.049 | 1 | $75.74 | $53.65 | 41.17 | $94.86 | |
| ALIT | Alight Inc. | 0.048 | 1 | $8.54 | $7.51 | $6.33 | 18.64 | $10.38 |
| PTEN | Patterson-UTI Energy Inc. | 0.048 | 1 | $10.80 | $11.00 | $9.45 | 16.40 | $15.85 |
| TOST | Toast Inc. | 0.048 | 1 | $18.26 | $27.16 | $13.77 | 97.24 | $27.70 |
| CVX | Chevron Corp. | 0.047 | 5 | $149.48 | $163.62 | $138.11 | 18.47 | $168.08 |
| KMX | CarMax Inc. | 0.046 | 6 | $85.15 | $75.77 | $59.66 | 27.00 | $88.22 |
| CPAY | Corpay Inc. | 0.046 | 2 | $282.61 | $283.31 | $220.39 | 28.55 | $319.05 |
| LAZ | Lazard Inc. | 0.046 | 1 | $39.12 | $39.52 | $33.95 | 16.41 | $41.70 |
| IBKR | Interactive Brokers Group Inc. | 0.045 | 2 | $96.05 | $121.84 | $72.28 | 68.57 | $122.88 |
| MSCI | MSCI Inc. | 0.044 | 5 | $560.97 | $488.00 | $439.95 | 10.92 | $615.67 |
| AXP | American Express | 0.044 | 2 | $214.54 | $241.50 | $140.02 | 72.48 | $243.54 |
| VZ | Verizon Communications | 0.043 | 5 | $40.33 | $40.48 | $29.16 | 38.82 | $42.73 |
| GPN | Global Payments Inc. | 0.043 | 4 | $133.65 | $110.20 | $94.57 | 16.53 | $141.51 |
| FIS | Fidelity National Information Services | 0.042 | 7 | $71.03 | $76.41 | $46.26 | 65.18 | $76.68 |
| UBER | Uber Technologies Inc. | 0.041 | 5 | $65.89 | $65.32 | $37.07 | 76.21 | $82.14 |
| BABA | Alibaba Group Holdings | 0.041 | 5 | $74.99 | $79.52 | $66.63 | 19.35 | $101.14 |
| UGI | UGI Corp. | 0.041 | 4 | $24.54 | $24.72 | $19.57 | 26.32 | $28.02 |
| LGIH | LGI Homes Inc. | 0.041 | 4 | $133.02 | $101.64 | $84.16 | 20.77 | $141.91 |
| ASHTF | Ashtead Group plc | 0.041 | 1 | $70.49 | $74.28 | $55.87 | 32.95 | $76.52 |
| UPS | United Parcel Service | 0.040 | 5 | $155.16 | $147.88 | $129.23 | 14.43 | $184.88 |
| PSX | Phillips 66 | 0.040 | 1 | $147.28 | $144.85 | $87.47 | 65.60 | $174.08 |
| RPRX | Royalty Pharma plc | 0.039 | 4 | $29.26 | $28.08 | $25.17 | 11.56 | $33.42 |
| K | Kellanova | 0.037 | 7 | $56.46 | $62.57 | $46.64 | 34.16 | $67.40 |
| PGR | Progressive Corp. | 0.037 | 3 | $200.98 | $213.71 | $111.21 | 92.17 | $217.77 |
| COF | Capital One Financial | 0.037 | 2 | $138.87 | $143.04 | $86.97 | 64.47 | $149.30 |
| DG | Dollar General | 0.036 | 4 | $140.45 | $140.39 | $100.28 | 40.00 | $214.66 |
| TLPFF | Teleperformance SE | 0.036 | 1 | $111.24 | $88.68 | 25.44 | $178.50 | |
| PDD | Pinduoduo Inc. | 0.036 | 1 | $123.08 | $138.63 | $59.98 | 131.13 | $152.99 |
| TEX | Terex Corp. | 0.035 | 3 | $57.92 | $63.43 | $43.42 | 46.08 | $65.89 |
| CMCSA | Comcast Corp. | 0.034 | 6 | $43.35 | $39.69 | $36.43 | 8.95 | $46.42 |
| MEDP | Medpace Holdings Inc. | 0.034 | 4 | $404.15 | $398.59 | $197.39 | 101.93 | $421.00 |
| PYPL | PayPal Holdings Inc. | 0.034 | 3 | $62.41 | $64.55 | $50.25 | 28.46 | $76.54 |
| BMY | Bristol-Myers Squibb | 0.034 | 3 | $52.60 | $44.72 | $43.33 | 3.21 | $65.33 |
| IEP | Icahn Enterprises | 0.034 | 1 | $18.57 | $13.71 | 35.45 | $29.45 | |
| V | Visa Inc. | 0.033 | 11 | $271.09 | $277.52 | $214.88 | 29.15 | $290.96 |
| AAPL | Apple Inc. | 0.033 | 9 | $188.09 | $187.38 | $163.63 | 14.51 | $198.57 |
| CPB | Campbell Soup | 0.033 | 4 | $44.43 | $46.05 | $37.31 | 23.43 | $51.87 |
| BX | Blackstone Group | 0.033 | 3 | $131.13 | $125.96 | $77.85 | 61.80 | $132.66 |
| LPLA | LPL Financial Holdings Inc. | 0.033 | 3 | $239.67 | $268.59 | $188.10 | 42.79 | $276.12 |
| WTW | Willis Towers Watson plc | 0.033 | 2 | $275.00 | $253.72 | $191.15 | 32.73 | $277.07 |
| PRGO | Perrigo Co. | 0.033 | 2 | $32.18 | $30.27 | $25.52 | 18.61 | $39.22 |
| MTD | Mettler-Toledo International Inc. | 0.032 | 4 | $1218.15 | $1496.07 | $928.50 | 61.13 | $1514.82 |
| JD | JD.com Inc. | 0.032 | 3 | $28.62 | $33.36 | $20.24 | 64.82 | $40.78 |
| SWKS | Skyworks Solutions Inc. | 0.032 | 2 | $94.44 | $82.76 | 14.11 | $113.64 | |
| AMD | Advanced Micro Devices | 0.032 | 1 | $147.41 | $153.15 | $93.12 | 64.47 | $227.30 |
| KR | Kroger Co. | 0.032 | 1 | $54.83 | $55.25 | $41.61 | 32.78 | $58.03 |
| DE | Deere & Co. | 0.031 | 6 | $405.20 | $412.68 | $340.76 | 21.11 | $445.13 |
| BAX | Baxter International Inc. | 0.031 | 4 | $42.09 | $35.25 | $30.55 | 15.38 | $49.12 |
| MCK | McKesson Corp. | 0.031 | 3 | $462.98 | $551.49 | $372.29 | 48.13 | $566.01 |
| CHKP | Check Point Software Technologies | 0.031 | 1 | $148.89 | $118.22 | 25.94 | $168.82 | |
| VLTO | Veralto Corp. | 0.030 | 2 | $88.61 | $96.95 | $65.37 | 48.31 | $97.46 |
| ADI | Analog Devices | 0.029 | 7 | $197.79 | $211.87 | $152.10 | 39.30 | $212.41 |
| TSN | Tyson Foods | 0.029 | 6 | $58.73 | $60.27 | $44.07 | 36.76 | $62.04 |
| FMC | FMC Corp. | 0.029 | 4 | $63.62 | $66.28 | $48.58 | 36.43 | $108.33 |
| LAMR | Lamar Advertising Co. | 0.029 | 4 | $119.41 | $119.61 | $73.82 | 62.03 | $120.67 |
| CROX | Crocs Inc. | 0.029 | 2 | $145.30 | $74.00 | 96.35 | $147.37 | |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.