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 | $43.80 | $43.80 | 0.00 | $75.21 |
| PDD | Pinduoduo Inc. | 0.189 | 5 | $96.99 | $114.88 | $88.01 | 30.53 | $164.69 |
| CVS | CVS Health Corp. | 0.160 | 5 | $44.89 | $67.10 | $43.01 | 56.01 | $71.99 |
| CSGP | CoStar Group Inc. | 0.140 | 5 | $71.59 | $76.86 | $68.26 | 12.60 | $95.71 |
| OSK | Oshkosh Corp. | 0.137 | 4 | $94.85 | $89.10 | $88.66 | 0.50 | $125.80 |
| KHC | Kraft Heinz Co. | 0.132 | 3 | $30.71 | $30.75 | $26.90 | 14.31 | $37.12 |
| EL | Estee Lauder Cos. | 0.130 | 4 | $74.98 | $60.56 | $60.56 | 0.00 | $148.68 |
| COF | Capital One Financial | 0.124 | 4 | $178.32 | $160.21 | $126.86 | 26.29 | $210.67 |
| DAR | Darling Ingredients Inc. | 0.124 | 2 | $33.69 | $31.39 | $27.20 | 15.40 | $48.39 |
| LLY | Eli Lilly & Co. | 0.122 | 4 | $772.00 | $801.59 | $710.18 | 12.87 | $969.25 |
| GTLS | Chart Industries Inc. | 0.112 | 1 | $190.84 | $134.27 | $101.60 | 32.16 | $220.03 |
| BRZE | Braze Inc A | 0.105 | 1 | $32.69 | $29.18 | 12.03 | $48.33 | |
| TMO | Thermo Fisher Scientific | 0.104 | 4 | $520.23 | $476.20 | $476.20 | 0.00 | $626.49 |
| FMC | FMC Corp. | 0.095 | 1 | $48.61 | $39.90 | $33.34 | 19.68 | $66.21 |
| FERG | Ferguson Enterprises Inc. | 0.088 | 6 | $173.57 | $157.50 | $151.75 | 3.79 | $221.03 |
| WFRD | Weatherford International plc | 0.082 | 2 | $71.63 | $47.17 | $47.17 | 0.00 | $133.80 |
| HCA | HCA Healthcare Inc. | 0.079 | 4 | $300.14 | $346.05 | $289.33 | 19.60 | $415.32 |
| DINO | HF Sinclair Corp. | 0.075 | 2 | $35.05 | $30.26 | $29.37 | 3.03 | $61.18 |
| LRCX | Lam Research | 0.073 | 4 | $72.23 | $68.73 | $68.45 | 0.41 | $111.97 |
| GT | Goodyear Tire & Rubber | 0.072 | 2 | $9.00 | $10.13 | $7.27 | 39.34 | $13.78 |
| BRKR | Bruker Corp. | 0.072 | 1 | $37.76 | $37.76 | 0.00 | $91.54 | |
| QSR | Restaurant Brands International | 0.070 | 2 | $65.18 | $67.37 | $59.13 | 13.94 | $75.34 |
| VFC | V.F. Corp. | 0.070 | 1 | $21.46 | $12.90 | $10.77 | 19.78 | $28.88 |
| MSFT | Microsoft Corp. | 0.068 | 12 | $421.50 | $374.39 | $367.24 | 1.95 | $465.64 |
| EFX | Equifax Inc. | 0.067 | 6 | $254.85 | $236.90 | $211.74 | 11.88 | $308.65 |
| FLUT | Flutter Entertainment Plc | 0.066 | 5 | $258.45 | $217.12 | $174.03 | 24.76 | $299.73 |
| APTV | Aptiv PLC | 0.064 | 3 | $60.48 | $57.13 | $51.47 | 11.00 | $85.56 |
| TSM | Taiwan Semiconductor S.A. | 0.061 | 5 | $197.49 | $160.04 | $124.05 | 29.01 | $225.52 |
| HUM | Humana Inc. | 0.060 | 4 | $253.71 | $265.83 | $211.87 | 25.47 | $402.60 |
| ATS | Ats Corp | 0.059 | 1 | $25.93 | $24.52 | 5.75 | $35.42 | |
| MAGN | Magnera Corp. | 0.059 | 1 | $17.35 | $15.80 | 9.81 | $26.78 | |
| INTU | Intuit Inc. | 0.056 | 4 | $628.50 | $606.27 | $553.24 | 9.59 | $713.59 |
| SNRE | Sunrise Communicat Cl A | 0.056 | 3 | $43.08 | $49.84 | $42.51 | 17.24 | $50.63 |
| GOOG | Alphabet Inc. CL C | 0.056 | 2 | $190.44 | $153.53 | $147.86 | 3.83 | $208.46 |
| TAP | Molson Coors Beverage Co. | 0.055 | 1 | $57.32 | $62.20 | $48.07 | 29.39 | $67.04 |
| DLTR | Dollar Tree Inc. | 0.051 | 1 | $69.68 | $60.49 | 15.19 | $136.02 | |
| ASML | ASML Holding NV | 0.048 | 2 | $693.07 | $645.92 | $644.07 | 0.29 | $1103.11 |
| KDP | Keurig Dr Pepper Inc. | 0.048 | 1 | $35.05 | $29.39 | 19.26 | $37.52 | |
| AMZN | Amazon.com Inc. | 0.046 | 3 | $219.39 | $180.09 | $151.61 | 18.79 | $242.52 |
| ACI | Albertsons Co Inc. | 0.046 | 1 | $22.58 | $16.87 | 33.85 | $22.59 | |
| CLF | Cleveland-Cliffs Inc. | 0.045 | 1 | $7.82 | $7.82 | 0.00 | $22.97 | |
| UNH | United Health Group Inc. | 0.044 | 5 | $505.86 | $533.92 | $429.51 | 24.31 | $625.65 |
| ICE | Intercontinental Exchange Inc. | 0.044 | 4 | $149.01 | $169.58 | $122.88 | 38.00 | $177.45 |
| CNC | Centene Corp. | 0.044 | 3 | $60.58 | $62.15 | $55.03 | 12.94 | $80.59 |
| OSCR | Oscar Health Inc. | 0.044 | 1 | $13.44 | $12.92 | $12.43 | 3.94 | $23.79 |
| ICLR | ICON plc | 0.043 | 4 | $209.71 | $162.18 | $162.18 | 0.00 | $347.72 |
| ABNB | Airbnb Inc. | 0.043 | 2 | $131.41 | $113.03 | $110.38 | 2.40 | $166.74 |
| NBR | Nabors Industries Ltd. | 0.043 | 1 | $37.38 | $34.42 | 8.60 | $105.96 | |
| ELV | Elevance Health Inc. | 0.042 | 3 | $368.90 | $439.30 | $360.70 | 21.79 | $560.90 |
| MRP | Millrose Properties | 0.042 | 1 | $25.73 | $21.02 | 22.41 | $27.07 | |
| DHR | Danaher Corp. | 0.041 | 2 | $229.55 | $200.43 | $196.50 | 2.00 | $280.67 |
| MNST | Monster Beverage Corp. | 0.041 | 2 | $52.56 | $59.36 | $43.32 | 37.03 | $59.42 |
| BMY | Bristol-Myers Squibb | 0.041 | 2 | $56.56 | $59.15 | $38.18 | 54.92 | $63.33 |
| EVH | Evolent Health Inc. | 0.041 | 1 | $9.74 | $8.35 | 16.65 | $33.63 | |
| KBR | KBR Inc. | 0.041 | 1 | $51.94 | $47.00 | 10.51 | $72.18 | |
| AMGN | Amgen | 0.039 | 2 | $260.64 | $307.44 | $251.27 | 22.35 | $338.98 |
| DEO | Diageo ADR | 0.039 | 1 | $127.13 | $106.76 | $103.70 | 2.95 | $143.41 |
| VST | Vistra Corp. | 0.039 | 1 | $137.87 | $114.68 | $63.73 | 79.95 | $199.50 |
| SCHW | Charles Schwab Corp. | 0.038 | 4 | $74.01 | $75.06 | $60.36 | 24.35 | $84.22 |
| BAX | Baxter International Inc. | 0.037 | 4 | $29.16 | $31.68 | $28.20 | 12.34 | $42.58 |
| JPM | JPMorgan Chase & Co. | 0.037 | 2 | $239.71 | $229.54 | $176.22 | 30.26 | $280.25 |
| LVS | Las Vegas Sands Corp. | 0.037 | 1 | $51.36 | $36.17 | $36.07 | 0.28 | $56.28 |
| SBUX | Starbucks Corp. | 0.036 | 5 | $91.25 | $91.05 | $70.02 | 30.03 | $117.46 |
| LUV | Southwest Airlines | 0.036 | 2 | $33.62 | $30.05 | $23.18 | 29.64 | $35.72 |
| LLYVK | Liberty Media Corp. Series C Live | 0.036 | 2 | $68.06 | $68.30 | $33.50 | 103.88 | $81.66 |
| ZBH | Zimmer Biomet Holdings | 0.036 | 2 | $105.63 | $112.23 | $97.48 | 15.13 | $129.74 |
| C | Citigroup Inc. | 0.036 | 1 | $70.60 | $64.60 | $52.67 | 22.65 | $84.74 |
| CSX | CSX Corp. | 0.035 | 2 | $32.27 | $28.35 | $28.35 | 0.00 | $36.83 |
| WFC | Wells Fargo | 0.035 | 2 | $70.24 | $66.59 | $49.24 | 35.24 | $81.30 |
| BF.B | Brown-Forman Corp. | 0.034 | 1 | $37.98 | $33.48 | $30.29 | 10.53 | $51.15 |
| AZO | AutoZone Inc. | 0.034 | 1 | $3202.00 | $3827.99 | $2728.97 | 40.27 | $3842.82 |
| LPLA | LPL Financial Holdings Inc. | 0.033 | 5 | $326.51 | $309.26 | $186.55 | 65.78 | $383.67 |
| CME | CME Group | 0.033 | 3 | $232.23 | $267.94 | $183.31 | 46.17 | $267.94 |
| GTN | Gray Television Inc. | 0.033 | 1 | $4.13 | $2.85 | 44.91 | $6.89 | |
| EOG | EOG Resources | 0.032 | 4 | $122.58 | $121.95 | $114.14 | 6.84 | $137.86 |
| BABA | Alibaba Group Holdings | 0.032 | 2 | $84.79 | $130.29 | $66.91 | 94.72 | $148.43 |
| BA | Boeing Co. | 0.031 | 2 | $177.00 | $155.49 | $137.03 | 13.47 | $196.95 |
| CCL | Carnival Corp. | 0.031 | 1 | $17.69 | $13.78 | 28.37 | $28.72 | |
| NKE | NIKE Inc. | 0.030 | 4 | $75.67 | $56.63 | $55.71 | 1.65 | $96.62 |
| CMCSA | Comcast Corp. | 0.030 | 3 | $37.53 | $35.82 | $32.21 | 11.21 | $44.53 |
| IQV | IQVIA Holdings Inc. | 0.030 | 2 | $196.51 | $168.26 | $168.26 | 0.00 | $252.88 |
| FTV | Fortive Corp. | 0.029 | 2 | $75.00 | $69.26 | $65.95 | 5.02 | $85.43 |
| SOLV | Solventum Corp | 0.029 | 1 | $66.06 | $71.94 | $47.16 | 52.54 | $85.92 |
| AES | AES Corp. | 0.029 | 1 | $12.87 | $12.13 | $9.88 | 22.77 | $21.42 |
| GOOGL | Alphabet Inc. | 0.028 | 5 | $189.30 | $151.92 | $146.88 | 3.43 | $206.81 |
| DG | Dollar General | 0.028 | 4 | $75.82 | $91.23 | $66.43 | 37.33 | $160.38 |
| PM | Philip Morris Intl. | 0.028 | 2 | $120.35 | $159.34 | $84.94 | 87.59 | $159.35 |
| SPOT | Spotify Technology S.A. | 0.028 | 2 | $447.38 | $555.02 | $267.76 | 107.28 | $652.63 |
| GCI | Gannett Co. | 0.028 | 2 | $5.06 | $2.91 | $2.24 | 29.91 | $5.93 |
| BIO | Bio-Rad Laboratories Inc. | 0.027 | 3 | $328.51 | $233.51 | $233.51 | 0.00 | $387.99 |
| SDRL | Seadrill Ltd | 0.026 | 4 | $38.93 | $22.31 | $22.07 | 1.09 | $56.46 |
| AGCO | AGCO Corp. | 0.026 | 2 | $93.48 | $84.52 | $83.54 | 1.17 | $121.47 |
| IEP | Icahn Enterprises | 0.026 | 1 | $8.84 | $8.10 | 9.14 | $15.50 | |
| AN | AutoNation Inc. | 0.026 | 1 | $154.69 | $150.08 | 3.07 | $198.50 | |
| APO | Apollo Global Management | 0.025 | 2 | $165.16 | $123.38 | $94.18 | 31.00 | $188.95 |
| JD | JD.com Inc. | 0.024 | 2 | $34.67 | $40.20 | $24.13 | 66.60 | $47.82 |
| MIR | Mirion Technologies Inc | 0.024 | 1 | $17.45 | $13.91 | $9.11 | 52.69 | $18.81 |
| QUAD | Quad/Graphics Inc. | 0.024 | 1 | $5.27 | $3.94 | 33.76 | $9.01 | |
| CNH | CNH Industrial NV | 0.023 | 1 | $11.33 | $11.66 | $9.28 | 25.65 | $13.87 |
| META | Meta Platforms Inc. | 0.022 | 4 | $585.51 | $541.03 | $412.99 | 31.00 | $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.