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 |
| HCC | Warrior Met Coal Inc. | 0.273 | 1 | $54.24 | $46.69 | $44.62 | 4.64 | $75.21 |
| PDD | Pinduoduo Inc. | 0.189 | 5 | $96.99 | $118.78 | $88.01 | 34.96 | $164.69 |
| CVS | CVS Health Corp. | 0.160 | 5 | $44.89 | $68.03 | $43.01 | 58.17 | $71.99 |
| CSGP | CoStar Group Inc. | 0.140 | 5 | $71.59 | $80.18 | $68.26 | 17.46 | $95.71 |
| OSK | Oshkosh Corp. | 0.137 | 4 | $94.85 | $95.66 | $88.66 | 7.90 | $125.80 |
| KHC | Kraft Heinz Co. | 0.132 | 3 | $30.71 | $30.12 | $26.90 | 11.97 | $37.12 |
| 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 | $183.59 | $126.86 | 44.72 | $210.67 |
| DAR | Darling Ingredients Inc. | 0.124 | 2 | $33.69 | $33.19 | $27.20 | 22.02 | $48.39 |
| LLY | Eli Lilly & Co. | 0.122 | 4 | $772.00 | $813.54 | $710.18 | 14.55 | $969.25 |
| GTLS | Chart Industries Inc. | 0.112 | 1 | $190.84 | $150.96 | $101.60 | 48.58 | $220.03 |
| BRZE | Braze Inc A | 0.105 | 1 | $36.49 | $29.18 | 25.05 | $48.33 | |
| TMO | Thermo Fisher Scientific | 0.104 | 4 | $520.23 | $490.56 | $481.21 | 1.94 | $626.49 |
| FMC | FMC Corp. | 0.095 | 1 | $48.61 | $42.42 | $33.34 | 27.23 | $66.21 |
| FERG | Ferguson Enterprises Inc. | 0.088 | 6 | $173.57 | $164.98 | $151.75 | 8.72 | $221.03 |
| WFRD | Weatherford International plc | 0.082 | 2 | $71.63 | $54.55 | $51.24 | 6.46 | $133.80 |
| HCA | HCA Healthcare Inc. | 0.079 | 4 | $300.14 | $346.65 | $289.33 | 19.81 | $415.32 |
| DINO | HF Sinclair Corp. | 0.075 | 2 | $35.05 | $33.38 | $29.37 | 13.65 | $61.18 |
| LRCX | Lam Research | 0.073 | 4 | $72.23 | $74.46 | $68.45 | 8.78 | $111.97 |
| GT | Goodyear Tire & Rubber | 0.072 | 2 | $9.00 | $9.13 | $7.27 | 25.58 | $13.78 |
| BRKR | Bruker Corp. | 0.072 | 1 | $41.81 | $40.34 | 3.64 | $92.61 | |
| QSR | Restaurant Brands International | 0.070 | 2 | $65.18 | $67.02 | $59.13 | 13.34 | $75.73 |
| VFC | V.F. Corp. | 0.070 | 1 | $21.46 | $16.51 | $10.77 | 53.30 | $28.88 |
| MSFT | Microsoft Corp. | 0.068 | 12 | $421.50 | $384.81 | $367.24 | 4.78 | $465.64 |
| EFX | Equifax Inc. | 0.067 | 6 | $254.85 | $247.29 | $211.74 | 16.79 | $308.65 |
| FLUT | Flutter Entertainment Plc | 0.066 | 5 | $258.45 | $230.91 | $174.03 | 32.68 | $299.73 |
| APTV | Aptiv PLC | 0.064 | 3 | $60.48 | $60.96 | $51.47 | 18.44 | $85.56 |
| TSM | Taiwan Semiconductor S.A. | 0.061 | 5 | $197.49 | $171.14 | $124.05 | 37.96 | $225.52 |
| HUM | Humana Inc. | 0.060 | 4 | $253.71 | $263.21 | $211.87 | 24.23 | $402.60 |
| ATS | Ats Corp | 0.059 | 1 | $26.21 | $24.52 | 6.89 | $35.42 | |
| MAGN | Magnera Corp. | 0.059 | 1 | $18.57 | $15.80 | 17.53 | $26.78 | |
| INTU | Intuit Inc. | 0.056 | 4 | $628.50 | $624.00 | $553.24 | 12.79 | $713.59 |
| SNRE | Sunrise Communicat Cl A | 0.056 | 3 | $43.08 | $49.26 | $42.51 | 15.88 | $50.63 |
| GOOG | Alphabet Inc. CL C | 0.056 | 2 | $190.44 | $159.99 | $147.86 | 8.20 | $208.46 |
| TAP | Molson Coors Beverage Co. | 0.055 | 1 | $57.32 | $61.61 | $48.07 | 28.17 | $67.04 |
| DLTR | Dollar Tree Inc. | 0.051 | 1 | $78.94 | $60.49 | 30.50 | $136.02 | |
| ASML | ASML Holding NV | 0.048 | 2 | $693.07 | $674.68 | $644.07 | 4.75 | $1103.11 |
| KDP | Keurig Dr Pepper Inc. | 0.048 | 1 | $34.77 | $29.39 | 18.31 | $37.52 | |
| AMZN | Amazon.com Inc. | 0.046 | 3 | $219.39 | $197.23 | $151.61 | 30.09 | $242.52 |
| ACI | Albertsons Co Inc. | 0.046 | 1 | $22.48 | $16.87 | 33.25 | $22.51 | |
| CLF | Cleveland-Cliffs Inc. | 0.045 | 1 | $8.60 | $7.85 | 9.55 | $22.97 | |
| UNH | United Health Group Inc. | 0.044 | 5 | $505.86 | $522.64 | $429.51 | 21.68 | $625.65 |
| ICE | Intercontinental Exchange Inc. | 0.044 | 4 | $149.01 | $170.63 | $122.88 | 38.86 | $177.45 |
| CNC | Centene Corp. | 0.044 | 3 | $60.58 | $60.51 | $55.03 | 9.96 | $80.59 |
| OSCR | Oscar Health Inc. | 0.044 | 1 | $13.44 | $13.34 | $12.43 | 7.32 | $23.79 |
| ICLR | ICON plc | 0.043 | 4 | $209.71 | $169.99 | $165.45 | 2.74 | $347.72 |
| ABNB | Airbnb Inc. | 0.043 | 2 | $131.41 | $124.27 | $110.38 | 12.58 | $166.74 |
| NBR | Nabors Industries Ltd. | 0.043 | 1 | $42.71 | $34.42 | 24.08 | $105.96 | |
| ELV | Elevance Health Inc. | 0.042 | 3 | $368.90 | $429.13 | $360.70 | 18.97 | $560.90 |
| MRP | Millrose Properties | 0.042 | 1 | $26.63 | ||||
| DHR | Danaher Corp. | 0.041 | 2 | $229.55 | $204.46 | $196.50 | 4.05 | $280.67 |
| MNST | Monster Beverage Corp. | 0.041 | 2 | $52.56 | $59.23 | $43.32 | 36.73 | $59.29 |
| BMY | Bristol-Myers Squibb | 0.041 | 2 | $56.56 | $59.37 | $38.18 | 55.50 | $63.33 |
| EVH | Evolent Health Inc. | 0.041 | 1 | $10.04 | $8.35 | 20.24 | $33.63 | |
| KBR | KBR Inc. | 0.041 | 1 | $53.52 | $47.00 | 13.87 | $72.18 | |
| AMGN | Amgen | 0.039 | 2 | $260.64 | $305.54 | $251.27 | 21.60 | $338.98 |
| DEO | Diageo ADR | 0.039 | 1 | $127.13 | $106.12 | $103.70 | 2.33 | $144.24 |
| VST | Vistra Corp. | 0.039 | 1 | $137.87 | $127.17 | $63.73 | 99.54 | $199.50 |
| SCHW | Charles Schwab Corp. | 0.038 | 4 | $74.01 | $78.86 | $60.36 | 30.65 | $84.22 |
| BAX | Baxter International Inc. | 0.037 | 4 | $29.16 | $33.75 | $28.20 | 19.68 | $42.58 |
| JPM | JPMorgan Chase & Co. | 0.037 | 2 | $239.71 | $246.56 | $176.22 | 39.92 | $280.25 |
| LVS | Las Vegas Sands Corp. | 0.037 | 1 | $51.36 | $39.09 | $36.07 | 8.37 | $56.28 |
| SBUX | Starbucks Corp. | 0.036 | 5 | $91.25 | $99.66 | $70.02 | 42.33 | $117.46 |
| LUV | Southwest Airlines | 0.036 | 2 | $33.62 | $31.77 | $23.18 | 37.06 | $35.72 |
| LLYVK | Liberty Media Corp. Series C Live | 0.036 | 2 | $68.06 | $72.18 | $33.50 | 115.46 | $81.66 |
| ZBH | Zimmer Biomet Holdings | 0.036 | 2 | $105.63 | $112.53 | $97.48 | 15.44 | $129.74 |
| C | Citigroup Inc. | 0.036 | 1 | $70.60 | $71.71 | $52.67 | 36.15 | $84.74 |
| CSX | CSX Corp. | 0.035 | 2 | $32.27 | $29.67 | $28.98 | 2.38 | $36.83 |
| WFC | Wells Fargo | 0.035 | 2 | $70.24 | $72.23 | $49.24 | 46.69 | $81.30 |
| BF.B | Brown-Forman Corp. | 0.034 | 1 | $37.98 | $34.18 | $30.29 | 12.84 | $51.15 |
| AZO | AutoZone Inc. | 0.034 | 1 | $3202.00 | $3805.84 | $2728.97 | 39.46 | $3842.82 |
| LPLA | LPL Financial Holdings Inc. | 0.033 | 5 | $326.51 | $336.76 | $186.55 | 80.52 | $383.67 |
| CME | CME Group | 0.033 | 3 | $232.23 | $262.72 | $183.31 | 43.32 | $267.91 |
| GTN | Gray Television Inc. | 0.033 | 1 | $4.33 | $2.85 | 51.93 | $6.89 | |
| EOG | EOG Resources | 0.032 | 4 | $122.58 | $130.33 | $114.14 | 14.18 | $137.86 |
| BABA | Alibaba Group Holdings | 0.032 | 2 | $84.79 | $130.70 | $66.91 | 95.34 | $148.43 |
| BA | Boeing Co. | 0.031 | 2 | $177.00 | $169.40 | $137.03 | 23.62 | $196.95 |
| CCL | Carnival Corp. | 0.031 | 1 | $19.99 | $13.78 | 45.07 | $28.72 | |
| NKE | NIKE Inc. | 0.030 | 4 | $75.67 | $65.23 | $62.65 | 4.12 | $96.62 |
| CMCSA | Comcast Corp. | 0.030 | 3 | $37.53 | $36.43 | $32.50 | 12.09 | $44.93 |
| IQV | IQVIA Holdings Inc. | 0.030 | 2 | $196.51 | $173.48 | $169.37 | 2.43 | $252.88 |
| FTV | Fortive Corp. | 0.029 | 2 | $75.00 | $74.36 | $65.95 | 12.75 | $85.43 |
| SOLV | Solventum Corp | 0.029 | 1 | $66.06 | $77.59 | $47.16 | 64.53 | $85.92 |
| AES | AES Corp. | 0.029 | 1 | $12.87 | $12.47 | $9.88 | 26.21 | $21.42 |
| GOOGL | Alphabet Inc. | 0.028 | 5 | $189.30 | $158.11 | $146.88 | 7.65 | $206.81 |
| DG | Dollar General | 0.028 | 4 | $75.82 | $90.28 | $66.43 | 35.90 | $160.38 |
| PM | Philip Morris Intl. | 0.028 | 2 | $120.35 | $154.75 | $84.94 | 82.19 | $159.35 |
| SPOT | Spotify Technology S.A. | 0.028 | 2 | $447.38 | $577.20 | $261.38 | 120.83 | $652.63 |
| GCI | Gannett Co. | 0.028 | 2 | $5.06 | $3.23 | $2.24 | 44.20 | $5.93 |
| BIO | Bio-Rad Laboratories Inc. | 0.027 | 3 | $328.51 | $247.55 | $235.84 | 4.97 | $387.99 |
| SDRL | Seadrill Ltd | 0.026 | 4 | $38.93 | $25.49 | $22.07 | 15.50 | $56.46 |
| AGCO | AGCO Corp. | 0.026 | 2 | $93.48 | $92.57 | $83.54 | 10.81 | $121.47 |
| IEP | Icahn Enterprises | 0.026 | 1 | $9.06 | $8.10 | 11.85 | $15.50 | |
| AN | AutoNation Inc. | 0.026 | 1 | $167.96 | $150.08 | 11.91 | $198.50 | |
| APO | Apollo Global Management | 0.025 | 2 | $165.16 | $142.33 | $94.18 | 51.13 | $188.95 |
| JD | JD.com Inc. | 0.024 | 2 | $34.67 | $41.12 | $24.13 | 70.41 | $47.82 |
| MIR | Mirion Technologies Inc | 0.024 | 1 | $17.45 | $15.02 | $9.11 | 64.87 | $18.81 |
| QUAD | Quad/Graphics Inc. | 0.024 | 1 | $5.61 | $3.94 | 42.39 | $9.01 | |
| CNH | CNH Industrial NV | 0.023 | 1 | $11.33 | $12.34 | $9.28 | 32.97 | $13.87 |
| META | Meta Platforms Inc. | 0.022 | 4 | $585.51 | $591.22 | $412.99 | 43.16 | $740.25 |
* "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.