No. of buys/adds (reported so far): 1375
Q4 2023 and Q1 2024
| Symbol | Stock | %▼ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| RDN | Radian Group | 0.000 | 2 | $30.36 | $23.52 | 29.08 | $33.43 | |
| OLED | Universal Display Corp. | 0.000 | 2 | $186.15 | $132.50 | 40.49 | $193.88 | |
| SKY | Skyline Champion Corp. | 0.000 | 2 | $66.99 | $52.12 | 28.53 | $86.71 | |
| ZUMZ | Zumiez Inc. | 0.000 | 2 | $18.27 | $12.90 | 41.63 | $21.49 | |
| AMH | American Homes 4 Rent | 0.000 | 2 | $36.78 | $35.70 | $30.95 | 15.35 | $37.49 |
| MNRO | Monro Inc. | 0.000 | 2 | $31.56 | $24.80 | $21.66 | 14.50 | $40.93 |
| DHX | DHI Group Inc. | 0.000 | 2 | $2.09 | $1.95 | 7.18 | $4.22 | |
| DLB | Dolby Laboratories Inc. | 0.000 | 2 | $79.13 | $75.05 | 5.44 | $89.72 | |
| FN | Fabrinet | 0.000 | 2 | $189.02 | $237.42 | $114.83 | 106.76 | $250.38 |
| VUG | Vanguard Growth ETF | 0.000 | 2 | $362.24 | $258.96 | 39.88 | $363.24 | |
| HL | Hecla Mining Co. | 0.000 | 2 | $5.34 | $3.32 | 60.84 | $6.28 | |
| INTT | inTEST Corp. | 0.000 | 2 | $9.76 | $9.11 | 7.14 | $27.17 | |
| LINC | Lincoln Educational Services Corp. | 0.000 | 2 | $10.85 | $6.00 | 80.83 | $13.05 | |
| OTIS | Otis Worldwide Corp. | 0.000 | 2 | $99.27 | $97.76 | $72.46 | 34.92 | $100.84 |
| STLA | Stellantis N.V. | 0.000 | 2 | $28.32 | $21.81 | $21.85 | ||
| RLGT | Radiant Logistics Inc. | 0.000 | 2 | $5.43 | $4.83 | 12.42 | $7.76 | |
| UNM | Unum Group | 0.000 | 2 | $51.36 | $41.14 | 24.84 | $54.19 | |
| SM | SM Energy Co. | 0.000 | 2 | $48.26 | $26.92 | 79.27 | $53.07 | |
| CHD | Church & Dwight | 0.000 | 2 | $104.31 | $107.75 | $81.55 | 32.13 | $108.58 |
| TTSH | Tile Shop Hldgs Inc | 0.000 | 2 | $6.55 | $4.33 | 51.27 | $7.67 | |
| AVD | American Vanguard Corp. | 0.000 | 2 | $8.64 | $8.37 | 3.23 | $18.17 | |
| DLR | Digital Realty Trust Inc. | 0.000 | 2 | $144.05 | $149.01 | $98.80 | 50.82 | $152.87 |
| CDE | Coeur Mining Inc. | 0.000 | 2 | $5.45 | $2.00 | 172.50 | $6.05 | |
| DO | Diamond Offshore Drilling Inc. | 0.000 | 2 | $15.45 | $11.02 | 40.20 | $17.32 | |
| DGII | Digi International | 0.000 | 2 | $22.49 | $21.25 | 5.84 | $42.95 | |
| MRK | Merck & Co. | 0.000 | 2 | $131.95 | $131.59 | $97.81 | 34.54 | $133.10 |
| EXLS | ExlService Holdings Inc. | 0.000 | 2 | $31.80 | $29.27 | $25.17 | 16.29 | $33.40 |
| GSM | Ferroglobe Plc | 0.000 | 2 | $5.74 | $4.23 | 35.70 | $6.74 | |
| GDDY | GoDaddy Inc. | 0.000 | 2 | $142.07 | $69.18 | 105.36 | $142.95 | |
| SWZ | Swiss Helvetia Fund Inc. | 0.000 | 2 | $8.22 | $6.89 | 19.30 | $8.38 | |
| HELE | Helen of Troy Ltd. | 0.000 | 2 | $115.25 | $99.42 | $87.50 | 13.62 | $143.68 |
| IPI | Intrepid Potash Inc. | 0.000 | 2 | $25.21 | $17.52 | 43.89 | $28.30 | |
| PFSI | PennyMac Financial Services | 0.000 | 2 | $89.06 | $61.71 | 44.32 | $94.80 | |
| OUT | Outfront Media Inc. | 0.000 | 2 | $16.79 | $13.78 | $7.65 | 80.13 | $16.66 |
| RDNT | RadNet Inc. | 0.000 | 2 | $61.50 | $25.11 | 144.92 | $62.38 | |
| SMRT | SmartRent Inc. | 0.000 | 2 | $2.68 | $2.43 | $2.20 | 10.45 | $4.12 |
| TLYS | Tilly's Inc. | 0.000 | 2 | $5.19 | $5.11 | 1.57 | $9.50 | |
| VLY | Valley National Bancorp | 0.000 | 2 | $6.74 | $6.51 | 3.53 | $10.91 | |
| MTH | Meritage Homes Corp. | 0.000 | 2 | $168.72 | $108.54 | 55.44 | $189.96 | |
| NSP | Insperity Inc. | 0.000 | 2 | $109.62 | $93.60 | $89.70 | 4.35 | $125.79 |
| AWK | American Water Works Inc. | 0.000 | 2 | $128.64 | $112.30 | 14.55 | $147.90 | |
| BLZE | Backblaze Inc A | 0.000 | 2 | $6.06 | $3.50 | 73.14 | $12.65 | |
| DCOM | Dime Community Bancshares | 0.000 | 2 | $18.13 | $15.77 | 14.97 | $26.99 | |
| HP | Helmerich & Payne | 0.000 | 2 | $42.01 | $35.54 | $31.75 | 11.94 | $45.73 |
| IRWD | Ironwood Pharmaceuticals Inc. | 0.000 | 2 | $6.55 | $5.76 | 13.72 | $15.70 | |
| DB | Deutsche Bank AG | 0.000 | 2 | $16.43 | $9.54 | 72.22 | $17.44 | |
| PRM | Perimeter Solutions SA | 0.000 | 2 | $7.17 | $2.79 | 156.99 | $8.18 | |
| NCMI | National CineMedia Inc. | 0.000 | 2 | $4.85 | $2.57 | 88.72 | $5.90 | |
| OMI | Owens & Minor | 0.000 | 2 | $17.10 | $13.64 | 25.37 | $28.35 | |
| RRGB | Red Robin Gourmet Burgers | 0.000 | 2 | $8.20 | $5.56 | 47.48 | $15.76 | |
| SNPO | Snap One Holdings Corp | 0.000 | 2 | $10.75 | $6.70 | 60.45 | $12.06 | |
| DT | Dynatrace Inc. | 0.000 | 2 | $46.45 | $46.53 | $43.29 | 7.48 | $61.41 |
| TITN | Titan Machinery Inc. | 0.000 | 2 | $17.30 | $17.11 | 1.11 | $34.99 | |
| VREX | Varex Imaging Corp. | 0.000 | 2 | $15.69 | $14.55 | 7.84 | $23.90 | |
| MAR | Marriott Int'l. | 0.000 | 2 | $252.31 | $232.70 | $167.13 | 39.23 | $259.18 |
| ANET | Arista Networks Inc. | 0.000 | 2 | $289.89 | $297.58 | $148.32 | 100.63 | $329.04 |
| ABCB | Ameris Bancorp | 0.000 | 2 | $46.94 | $31.81 | 47.56 | $53.64 | |
| CSGP | CoStar Group Inc. | 0.000 | 2 | $96.60 | $76.42 | $67.35 | 13.47 | $100.38 |
| FITB | Fifth Third Bancorp | 0.000 | 2 | $37.21 | $35.60 | $21.62 | 64.66 | $39.14 |
| PRTS | CarParts.com Inc. | 0.000 | 2 | $1.06 | $0.99 | 7.07 | $5.16 | |
| COHU | Cohu Inc. | 0.000 | 2 | $30.81 | $28.57 | 7.84 | $43.99 | |
| BOOM | DMC Global Inc. | 0.000 | 1 | $13.63 | $12.96 | 5.17 | $27.16 | |
| XPER | Xperi Inc | 0.000 | 1 | $8.04 | $7.43 | 8.21 | $13.62 | |
| VONG | Vanguard Russell 1000 Growth | 0.000 | 1 | $90.69 | $65.34 | 38.80 | $90.89 | |
| BOKF | BOK Financial Corp. | 0.000 | 1 | $91.99 | $87.65 | $59.92 | 46.28 | $96.41 |
| AYI | Acuity Brands Inc. | 0.000 | 1 | $268.73 | $254.24 | $154.30 | 64.77 | $272.58 |
| SYF | Synchrony Financial | 0.000 | 1 | $44.35 | $26.73 | 65.92 | $46.72 | |
| RH | RH | 0.000 | 1 | $348.27 | $273.98 | $207.26 | 32.19 | $406.38 |
| BL | BlackLine Inc. | 0.000 | 1 | $64.57 | $45.86 | $45.63 | 0.50 | $69.31 |
| COLM | Columbia Sportswear Co. | 0.000 | 1 | $81.94 | $64.55 | 26.94 | $87.23 | |
| VTNR | Vertex Energy Inc. | 0.000 | 1 | $1.12 | $0.95 | 17.89 | $7.28 | |
| IVZ | Invesco Ltd | 0.000 | 1 | $16.59 | $15.18 | $11.97 | 26.82 | $17.81 |
| OI | O-I Glass Inc. | 0.000 | 1 | $11.97 | $11.61 | 3.10 | $23.57 | |
| CHK | Chesapeake Energy | 0.000 | 1 | $88.83 | $88.92 | $71.42 | 24.50 | $92.98 |
| B | Barnes Group | 0.000 | 1 | $37.12 | $18.52 | 100.43 | $42.84 | |
| PII | Polaris Inc. | 0.000 | 1 | $100.12 | $76.70 | $76.21 | 0.64 | $134.61 |
| HLX | Helix Energy Solutions | 0.000 | 1 | $10.79 | $6.60 | 63.48 | $12.14 | |
| ONTO | Onto Innovation Inc. | 0.000 | 1 | $218.29 | $103.00 | 111.93 | $238.13 | |
| A | Agilent Technologies | 0.000 | 1 | $145.51 | $133.00 | $96.48 | 37.85 | $155.35 |
| TDG | TransDigm Group Inc. | 0.000 | 1 | $1231.60 | $1305.22 | $766.78 | 70.22 | $1369.58 |
| XPO | XPO Logistics | 0.000 | 1 | $107.10 | $47.35 | 126.19 | $130.51 | |
| CHS-OLD | Chico's FAS | 0.000 | 1 | $7.59 | $4.33 | 75.29 | $7.60 | |
| CRL | Charles River Labs | 0.000 | 1 | $270.95 | $214.64 | $161.65 | 32.78 | $275.00 |
| YETI | YETI Holdings Inc. | 0.000 | 1 | $38.53 | $42.88 | $33.88 | 26.56 | $54.16 |
| KB | Kb Financial Group Inc ADR | 0.000 | 1 | $56.71 | $33.64 | 68.58 | $60.14 | |
| WRBY | Warby Parker Inc. | 0.000 | 1 | $16.86 | $9.83 | 71.52 | $17.95 | |
| HIW | Highwoods Properties | 0.000 | 1 | $25.13 | $15.95 | 57.55 | $27.92 | |
| JNPR | Juniper Networks | 0.000 | 1 | $35.43 | $24.38 | 45.32 | $37.58 | |
| FIZZ | National Beverage Corp. | 0.000 | 1 | $47.54 | $43.14 | 10.20 | $55.12 | |
| PXD-OLD | Pioneer Natural Resources | 0.000 | 1 | $269.62 | $193.03 | 39.68 | $278.83 | |
| SEIC | SEI Investments | 0.000 | 1 | $64.94 | $51.45 | 26.22 | $72.54 | |
| WMS | Advanced Drainage Systems | 0.000 | 1 | $162.47 | $102.02 | 59.25 | $184.10 | |
| SNPS | Synopsys Inc. | 0.000 | 1 | $580.17 | $374.20 | 55.04 | $629.38 | |
| CEIX | CONSOL Energy Inc. | 0.000 | 1 | $83.76 | $98.17 | $59.95 | 63.75 | $114.30 |
| BEN | Franklin Resources | 0.000 | 1 | $28.11 | $22.85 | $21.40 | 6.78 | $29.66 |
| PHM | PulteGroup Inc. | 0.000 | 1 | $113.40 | $68.55 | 65.43 | $122.72 | |
| IRDM | Iridium Communications Inc. | 0.000 | 1 | $27.89 | $24.14 | 15.53 | $62.51 | |
| SMG | Scotts Miracle-Gro Co. | 0.000 | 1 | $67.87 | $42.24 | 60.68 | $77.18 | |
| NI | NiSource Inc. | 0.000 | 1 | $28.42 | $22.19 | 28.08 | $29.44 | |
| CMP | Compass Minerals International Inc. | 0.000 | 1 | $12.45 | $11.85 | 5.06 | $39.06 | |
* "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.