No. of buys/adds (reported so far): 902
Q4 2024 and Q1 2025
| Symbol | Stock | % | Buys▼ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| MSFT | Microsoft Corp. | 0.068 | 12 | $421.50 | $382.64 | $367.24 | 4.19 | $465.64 |
| FERG | Ferguson Enterprises Inc. | 0.088 | 6 | $173.57 | $163.92 | $151.75 | 8.02 | $221.03 |
| EFX | Equifax Inc. | 0.067 | 6 | $254.85 | $245.51 | $211.74 | 15.95 | $308.65 |
| BRK.B | Berkshire Hathaway CL B | 0.016 | 6 | $453.29 | $534.06 | $395.66 | 34.98 | $537.63 |
| PDD | Pinduoduo Inc. | 0.189 | 5 | $96.99 | $118.91 | $88.01 | 35.11 | $164.69 |
| CVS | CVS Health Corp. | 0.160 | 5 | $44.89 | $67.90 | $43.01 | 57.87 | $71.99 |
| CSGP | CoStar Group Inc. | 0.140 | 5 | $71.59 | $79.58 | $68.26 | 16.58 | $95.71 |
| FLUT | Flutter Entertainment Plc | 0.066 | 5 | $258.45 | $230.45 | $174.03 | 32.42 | $299.73 |
| TSM | Taiwan Semiconductor S.A. | 0.061 | 5 | $197.49 | $170.24 | $124.05 | 37.23 | $225.52 |
| UNH | United Health Group Inc. | 0.044 | 5 | $505.86 | $523.30 | $429.51 | 21.84 | $625.65 |
| SBUX | Starbucks Corp. | 0.036 | 5 | $91.25 | $98.91 | $70.02 | 41.26 | $117.46 |
| LPLA | LPL Financial Holdings Inc. | 0.033 | 5 | $326.51 | $335.08 | $186.55 | 79.62 | $383.67 |
| GOOGL | Alphabet Inc. | 0.028 | 5 | $189.30 | $156.91 | $146.88 | 6.83 | $206.81 |
| BAC | Bank of America Corp. | 0.013 | 5 | $43.95 | $41.71 | $33.33 | 25.14 | $47.68 |
| UBER | Uber Technologies Inc. | 0.005 | 5 | $60.32 | $74.89 | $54.84 | 36.56 | $87.00 |
| AON | Aon Plc | 0.003 | 5 | $359.16 | $393.95 | $265.89 | 48.16 | $412.97 |
| OSK | Oshkosh Corp. | 0.137 | 4 | $94.85 | $95.00 | $88.66 | 7.15 | $125.80 |
| EL | Estee Lauder Cos. | 0.130 | 4 | $74.98 | $68.53 | $61.70 | 11.07 | $152.29 |
| COF | Capital One Financial | 0.124 | 4 | $178.32 | $182.48 | $126.86 | 43.84 | $210.67 |
| LLY | Eli Lilly & Co. | 0.122 | 4 | $772.00 | $805.00 | $710.18 | 13.35 | $969.25 |
| TMO | Thermo Fisher Scientific | 0.104 | 4 | $520.23 | $486.38 | $481.21 | 1.07 | $626.49 |
| HCA | HCA Healthcare Inc. | 0.079 | 4 | $300.14 | $346.80 | $289.33 | 19.86 | $415.32 |
| LRCX | Lam Research | 0.073 | 4 | $72.23 | $73.79 | $68.45 | 7.80 | $111.97 |
| HUM | Humana Inc. | 0.060 | 4 | $253.71 | $263.54 | $211.87 | 24.39 | $402.60 |
| INTU | Intuit Inc. | 0.056 | 4 | $628.50 | $618.46 | $553.24 | 11.79 | $713.59 |
| ICE | Intercontinental Exchange Inc. | 0.044 | 4 | $149.01 | $170.64 | $122.88 | 38.87 | $177.45 |
| ICLR | ICON plc | 0.043 | 4 | $209.71 | $169.57 | $165.45 | 2.49 | $347.72 |
| SCHW | Charles Schwab Corp. | 0.038 | 4 | $74.01 | $78.54 | $60.36 | 30.12 | $84.22 |
| BAX | Baxter International Inc. | 0.037 | 4 | $29.16 | $33.64 | $28.20 | 19.29 | $42.58 |
| EOG | EOG Resources | 0.032 | 4 | $122.58 | $130.08 | $114.14 | 13.97 | $137.86 |
| NKE | NIKE Inc. | 0.030 | 4 | $75.67 | $64.61 | $62.65 | 3.13 | $96.62 |
| DG | Dollar General | 0.028 | 4 | $75.82 | $89.18 | $66.43 | 34.25 | $160.38 |
| SDRL | Seadrill Ltd | 0.026 | 4 | $38.93 | $25.38 | $22.07 | 15.00 | $56.46 |
| META | Meta Platforms Inc. | 0.022 | 4 | $585.51 | $587.49 | $412.99 | 42.25 | $740.25 |
| AMT | American Tower Corp. | 0.009 | 4 | $183.41 | $217.44 | $166.36 | 30.70 | $239.67 |
| EXE | Expand Energy Corp. | 0.004 | 4 | $99.55 | $113.34 | $68.06 | 66.53 | $113.80 |
| SPY | SPDR S&P 500 ETF Trust | 0.004 | 4 | $586.05 | $563.76 | $487.65 | 15.61 | $611.39 |
| MDT | Medtronic plc | 0.004 | 4 | $79.88 | $88.38 | $74.13 | 19.22 | $95.49 |
| V | Visa Inc. | 0.004 | 4 | $316.04 | $345.10 | $251.29 | 37.33 | $366.54 |
| AAPL | Apple Inc. | 0.002 | 4 | $250.42 | $224.02 | $163.30 | 37.18 | $259.81 |
| POOL | Pool Corp. | 0.001 | 4 | $340.93 | $323.28 | $290.48 | 11.29 | $397.03 |
| KHC | Kraft Heinz Co. | 0.132 | 3 | $30.71 | $30.18 | $26.90 | 12.19 | $37.12 |
| APTV | Aptiv PLC | 0.064 | 3 | $60.48 | $60.07 | $51.47 | 16.71 | $85.56 |
| SNRE | Sunrise Communicat Cl A | 0.056 | 3 | $43.08 | $49.16 | $42.51 | 15.64 | $50.63 |
| AMZN | Amazon.com Inc. | 0.046 | 3 | $219.39 | $195.77 | $151.61 | 29.13 | $242.52 |
| CNC | Centene Corp. | 0.044 | 3 | $60.58 | $60.48 | $55.03 | 9.90 | $80.59 |
| ELV | Elevance Health Inc. | 0.042 | 3 | $368.90 | $429.06 | $360.70 | 18.95 | $560.90 |
| CME | CME Group | 0.033 | 3 | $232.23 | $263.00 | $183.31 | 43.47 | $267.91 |
| CMCSA | Comcast Corp. | 0.030 | 3 | $37.53 | $36.31 | $32.50 | 11.72 | $44.93 |
| BIO | Bio-Rad Laboratories Inc. | 0.027 | 3 | $328.51 | $244.00 | $235.84 | 3.46 | $387.99 |
| UGI | UGI Corp. | 0.021 | 3 | $28.23 | $33.41 | $21.14 | 58.04 | $34.16 |
| AVTR | Avantor arinc. | 0.021 | 3 | $21.07 | $15.95 | $15.37 | 3.77 | $28.00 |
| WSC | WillScot Mobile Mini Hldgs Corp. | 0.019 | 3 | $33.45 | $28.42 | $26.91 | 5.61 | $45.30 |
| IAC | IAC Inc. | 0.018 | 3 | $43.14 | $39.83 | $37.76 | 5.48 | $58.29 |
| HLT | Hilton Worldwide Holdings | 0.017 | 3 | $247.16 | $229.30 | $193.36 | 18.59 | $275.07 |
| BN | Brookfield Corp. | 0.015 | 3 | $57.45 | $53.70 | $37.92 | 41.61 | $62.66 |
| CHTR | Charter Communications | 0.013 | 3 | $342.77 | $373.78 | $236.08 | 58.33 | $415.27 |
| WCC | WESCO International Inc. | 0.012 | 3 | $180.96 | $161.98 | $141.97 | 14.09 | $215.09 |
| HDB | HDFC Bank Ltd. | 0.012 | 3 | $63.86 | $65.96 | $54.36 | 21.34 | $68.50 |
| LEN | Lennar Corp. | 0.011 | 3 | $122.48 | $114.39 | $111.26 | 2.81 | $192.55 |
| CRH | CRH plc | 0.011 | 3 | $92.51 | $90.66 | $70.37 | 28.83 | $110.54 |
| VSH | Vishay Intertechnology | 0.011 | 3 | $16.94 | $15.76 | $14.78 | 6.63 | $24.27 |
| ORCL | Oracle Corp. | 0.011 | 3 | $166.64 | $147.21 | $111.94 | 31.51 | $197.82 |
| CP | Canadian Pacific Kansas City | 0.011 | 3 | $72.37 | $72.00 | $68.00 | 5.88 | $88.63 |
| IWF | iShares Russell 1000 Growth ETF | 0.009 | 3 | $401.60 | $366.50 | $313.75 | 16.81 | $418.65 |
| SLB | Schlumberger Ltd. | 0.008 | 3 | $38.34 | $42.13 | $36.27 | 16.16 | $54.21 |
| LEVI | Levi Strauss & Co. | 0.007 | 3 | $17.30 | $16.64 | $15.42 | 7.91 | $23.81 |
| ZTS | Zoetis Inc. | 0.007 | 3 | $162.93 | $162.69 | $143.68 | 13.23 | $199.25 |
| YUM | Yum! Brands Inc. | 0.006 | 3 | $134.16 | $158.08 | $121.56 | 30.04 | $163.30 |
| IFF | International Flavors & Fragrances Inc. | 0.006 | 3 | $84.55 | $77.51 | $75.73 | 2.35 | $105.74 |
| NOV | Nov Inc. | 0.006 | 3 | $14.70 | $15.22 | $13.70 | 11.09 | $20.89 |
| FDX | FedEx Corp. | 0.005 | 3 | $281.33 | $244.61 | $217.22 | 12.61 | $309.09 |
| VEEV | Veeva Systems Inc. | 0.004 | 3 | $210.25 | $227.14 | $170.25 | 33.42 | $258.93 |
| MEDP | Medpace Holdings Inc. | 0.003 | 3 | $332.23 | $308.06 | $289.01 | 6.59 | $459.77 |
| ARW | Arrow Electronics | 0.003 | 3 | $107.84 | $103.71 | $101.78 | 1.90 | $137.80 |
| BAH | Booz Allen Hamilton Hldg Corp. | 0.002 | 3 | $128.70 | $114.46 | $101.05 | 13.27 | $189.07 |
| ENTG | Entegris Inc. | 0.002 | 3 | $99.06 | $86.56 | $83.98 | 3.07 | $147.16 |
| HOLX | Hologic Inc. | 0.002 | 3 | $72.09 | $60.47 | $60.34 | 0.22 | $84.67 |
| UNP | Union Pacific | 0.002 | 3 | $228.08 | $237.18 | $214.96 | 10.34 | $255.44 |
| COST | Costco Co. | 0.001 | 3 | $916.28 | $961.68 | $693.47 | 38.68 | $1078.24 |
| TXN | Texas Instruments | 0.001 | 3 | $187.51 | $177.80 | $154.78 | 14.87 | $218.77 |
| TFC | Truist Financial Corp. | 0.000 | 3 | $43.38 | $41.15 | $33.44 | 23.06 | $48.51 |
| DAR | Darling Ingredients Inc. | 0.124 | 2 | $33.69 | $32.80 | $27.20 | 20.59 | $48.39 |
| WFRD | Weatherford International plc | 0.082 | 2 | $71.63 | $54.07 | $51.24 | 5.52 | $133.80 |
| DINO | HF Sinclair Corp. | 0.075 | 2 | $35.05 | $33.26 | $29.37 | 13.24 | $61.18 |
| GT | Goodyear Tire & Rubber | 0.072 | 2 | $9.00 | $9.08 | $7.27 | 24.90 | $13.78 |
| QSR | Restaurant Brands International | 0.070 | 2 | $65.18 | $66.64 | $59.13 | 12.70 | $75.73 |
| GOOG | Alphabet Inc. CL C | 0.056 | 2 | $190.44 | $158.86 | $147.86 | 7.44 | $208.46 |
| ASML | ASML Holding NV | 0.048 | 2 | $693.07 | $670.50 | $644.07 | 4.10 | $1103.11 |
| ABNB | Airbnb Inc. | 0.043 | 2 | $131.41 | $123.69 | $110.38 | 12.06 | $166.74 |
| DHR | Danaher Corp. | 0.041 | 2 | $229.55 | $202.73 | $196.50 | 3.17 | $280.67 |
| MNST | Monster Beverage Corp. | 0.041 | 2 | $52.56 | $59.06 | $43.32 | 36.33 | $59.29 |
| BMY | Bristol-Myers Squibb | 0.041 | 2 | $56.56 | $59.44 | $38.18 | 55.68 | $63.33 |
| AMGN | Amgen | 0.039 | 2 | $260.64 | $304.42 | $251.27 | 21.15 | $338.98 |
| JPM | JPMorgan Chase & Co. | 0.037 | 2 | $239.71 | $246.00 | $176.22 | 39.60 | $280.25 |
| LUV | Southwest Airlines | 0.036 | 2 | $33.62 | $32.00 | $23.18 | 38.05 | $35.72 |
| LLYVK | Liberty Media Corp. Series C Live | 0.036 | 2 | $68.06 | $71.64 | $33.50 | 113.85 | $81.66 |
| ZBH | Zimmer Biomet Holdings | 0.036 | 2 | $105.63 | $112.30 | $97.48 | 15.20 | $129.74 |
| CSX | CSX Corp. | 0.035 | 2 | $32.27 | $29.59 | $28.98 | 2.10 | $36.83 |
| WFC | Wells Fargo | 0.035 | 2 | $70.24 | $71.95 | $49.24 | 46.12 | $81.30 |
* "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.