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 |
| BIIB | Biogen Inc. | 0.022 | 2 | $152.92 | $131.12 | $128.51 | 2.03 | $238.00 |
| WDAY | Workday Inc. | 0.022 | 1 | $258.03 | $236.66 | $199.81 | 18.44 | $294.00 |
| UGI | UGI Corp. | 0.021 | 3 | $28.23 | $33.55 | $21.14 | 58.70 | $34.16 |
| AVTR | Avantor arinc. | 0.021 | 3 | $21.07 | $16.25 | $15.37 | 5.73 | $28.00 |
| HPE | Hewlett Packard Enterprise | 0.021 | 2 | $21.35 | $16.14 | $14.52 | 11.16 | $24.46 |
| ERFSF | Eurofins Scientific SE | 0.021 | 2 | $51.08 | $59.18 | $44.13 | 34.10 | $67.71 |
| SNX | SYNNEX Corp. | 0.021 | 2 | $117.28 | $106.81 | $98.00 | 8.99 | $145.10 |
| UNFI | United Natural Foods | 0.021 | 1 | $28.31 | $8.58 | 229.95 | $34.76 | |
| VLO | Valero Energy | 0.020 | 1 | $133.16 | $115.89 | 14.90 | $179.47 | |
| SAIC | Science Applications International Corp. | 0.020 | 1 | $116.46 | $94.68 | 23.00 | $155.83 | |
| WSC | WillScot Mobile Mini Hldgs Corp. | 0.019 | 3 | $33.45 | $28.50 | $26.91 | 5.91 | $45.30 |
| LNC | Lincoln National | 0.019 | 2 | $31.71 | $37.19 | $24.71 | 50.51 | $39.85 |
| DFS | Discover Financial Services | 0.019 | 2 | $173.23 | $176.60 | $117.14 | 50.76 | $205.05 |
| SJM | J.M. Smucker Co | 0.019 | 2 | $110.12 | $117.97 | $98.77 | 19.44 | $124.13 |
| AAP | Advance Auto Parts | 0.019 | 2 | $47.29 | $39.57 | $33.08 | 19.62 | $83.93 |
| CG | Carlyle Group | 0.019 | 1 | $50.49 | $46.17 | $36.15 | 27.72 | $57.11 |
| IAC | IAC Inc. | 0.018 | 3 | $43.14 | $40.24 | $37.76 | 6.57 | $58.29 |
| TDS | Telephone & Data Systems | 0.018 | 1 | $39.04 | $13.96 | 179.66 | $41.16 | |
| ET | Energy Transfer LP | 0.018 | 1 | $19.59 | $18.90 | $13.89 | 36.07 | $21.11 |
| HLT | Hilton Worldwide Holdings | 0.017 | 3 | $247.16 | $231.10 | $193.36 | 19.52 | $275.07 |
| COP | ConocoPhillips | 0.017 | 2 | $99.17 | $105.78 | $86.81 | 21.85 | $131.16 |
| INCY | Incyte Corp. | 0.017 | 1 | $69.07 | $62.13 | $50.35 | 23.40 | $83.95 |
| MTCH | Match Group Inc. | 0.017 | 1 | $31.64 | $27.49 | 15.10 | $38.61 | |
| ATKR | Atkore International Group Inc. | 0.017 | 1 | $61.44 | $55.91 | 9.89 | $187.74 | |
| LAD | Lithia Motors Inc. | 0.017 | 1 | $357.43 | $306.94 | $241.29 | 27.21 | $404.99 |
| BRK.B | Berkshire Hathaway CL B | 0.016 | 6 | $453.29 | $535.45 | $395.66 | 35.33 | $537.63 |
| CDNS | Cadence Design Systems | 0.016 | 2 | $300.46 | $264.21 | $230.09 | 14.83 | $328.99 |
| KOS | Kosmos Energy Ltd. | 0.016 | 2 | $3.42 | $2.22 | $2.07 | 7.25 | $6.58 |
| PSX | Phillips 66 | 0.016 | 2 | $113.93 | $123.92 | $107.93 | 14.82 | $168.26 |
| ECG | Everus Construction Group Inc. | 0.016 | 1 | $37.94 | $33.90 | 11.92 | $77.93 | |
| BN | Brookfield Corp. | 0.015 | 3 | $57.45 | $54.03 | $37.92 | 42.48 | $62.66 |
| NVST | Envista Holdings Corp. | 0.015 | 2 | $19.29 | $17.46 | $15.15 | 15.25 | $23.00 |
| TSLA | Tesla Inc. | 0.015 | 2 | $403.84 | $282.71 | $138.80 | 103.68 | $488.54 |
| PYPL | PayPal Holdings Inc. | 0.015 | 1 | $85.35 | $67.44 | $56.97 | 18.38 | $93.66 |
| NXPI | NXP Semiconductors NV | 0.015 | 1 | $207.85 | $195.88 | $183.56 | 6.71 | $292.01 |
| BFH | Bread Financial Holdings Inc. | 0.015 | 1 | $51.99 | $31.57 | 64.68 | $66.48 | |
| SNOW | Snowflake Inc. | 0.015 | 1 | $154.39 | $107.13 | 44.11 | $194.40 | |
| BRO | Brown & Brown Inc. | 0.014 | 1 | $102.02 | $124.34 | $79.87 | 55.68 | $125.68 |
| GLW | Corning Inc. | 0.014 | 1 | $47.52 | $46.79 | $29.93 | 56.33 | $55.01 |
| GPC | Genuine Parts | 0.014 | 1 | $116.76 | $120.13 | $110.92 | 8.30 | $159.51 |
| TDW | Tidewater Inc. | 0.014 | 1 | $43.56 | $38.65 | 12.70 | $111.42 | |
| NRG | NRG Energy Inc. | 0.014 | 1 | $103.40 | $64.54 | 60.21 | $117.26 | |
| CNDT | Conduent Inc. | 0.014 | 1 | $2.75 | $2.66 | 3.38 | $4.90 | |
| WEC | WEC Energy Group | 0.014 | 1 | $108.57 | $74.76 | 45.22 | $110.19 | |
| CPRI | Capri Holdings Ltd | 0.014 | 1 | $21.06 | $19.90 | $18.53 | 7.39 | $45.70 |
| BAC | Bank of America Corp. | 0.013 | 5 | $43.95 | $41.86 | $33.33 | 25.59 | $47.68 |
| CHTR | Charter Communications | 0.013 | 3 | $342.77 | $375.77 | $236.08 | 59.17 | $415.27 |
| RPRX | Royalty Pharma plc | 0.013 | 2 | $25.51 | $30.84 | $23.89 | 29.09 | $34.20 |
| ASH | Ashland Global Holdings Inc. | 0.013 | 2 | $71.46 | $57.84 | $54.86 | 5.43 | $100.84 |
| ZS | Zscaler Inc. | 0.013 | 2 | $180.41 | $207.93 | $153.45 | 35.50 | $217.84 |
| ACHC | Acadia Healthcare Co. | 0.013 | 2 | $39.65 | $29.79 | $27.61 | 7.90 | $82.41 |
| FI | Fiserv Inc. | 0.013 | 2 | $205.42 | $225.68 | $145.98 | 54.60 | $238.59 |
| PRMB | Primo Brands Corp | 0.013 | 1 | $35.00 | $24.26 | 44.27 | $35.85 | |
| EXP | Eagle Materials Inc. | 0.013 | 1 | $235.51 | $205.20 | 14.77 | $321.26 | |
| SYF | Synchrony Financial | 0.013 | 1 | $65.00 | $55.23 | $38.91 | 41.94 | $70.67 |
| SPT | Sprout Social Inc. CL A | 0.013 | 1 | $22.73 | $21.51 | 5.67 | $59.04 | |
| CEVA | CEVA Inc. | 0.013 | 1 | $26.58 | $16.02 | 65.92 | $38.94 | |
| SMLR | Semler Scientific Inc | 0.013 | 1 | $37.60 | $20.88 | 80.08 | $81.56 | |
| WCC | WESCO International Inc. | 0.012 | 3 | $180.96 | $162.77 | $141.97 | 14.65 | $215.09 |
| HDB | HDFC Bank Ltd. | 0.012 | 3 | $63.86 | $66.00 | $54.36 | 21.41 | $68.50 |
| CHKP | Check Point Software Technologies | 0.012 | 2 | $186.70 | $229.07 | $145.75 | 57.17 | $234.36 |
| GE | GE Aerospace | 0.012 | 2 | $166.79 | $201.32 | $132.86 | 51.53 | $214.21 |
| MNDY | monday.com Ltd. | 0.012 | 2 | $235.44 | $268.63 | $174.75 | 53.72 | $342.64 |
| CNM | Core & Main Inc Class A | 0.012 | 1 | $50.91 | $51.07 | $37.22 | 37.21 | $62.15 |
| ILMN | Illumina Inc. | 0.012 | 1 | $133.63 | $82.37 | $77.54 | 6.23 | $156.66 |
| RDDT | Reddit Inc Cl A | 0.012 | 1 | $112.34 | $37.35 | 200.78 | $230.41 | |
| QRVO | Qorvo Inc. | 0.012 | 1 | $73.40 | $64.54 | 13.73 | $130.99 | |
| LEN | Lennar Corp. | 0.011 | 3 | $122.48 | $115.37 | $111.26 | 3.69 | $192.55 |
| CRH | CRH plc | 0.011 | 3 | $92.51 | $91.07 | $70.37 | 29.42 | $110.54 |
| VSH | Vishay Intertechnology | 0.011 | 3 | $16.94 | $15.87 | $14.78 | 7.37 | $24.27 |
| ORCL | Oracle Corp. | 0.011 | 3 | $166.64 | $147.64 | $111.94 | 31.89 | $197.82 |
| CP | Canadian Pacific Kansas City | 0.011 | 3 | $72.37 | $72.09 | $68.00 | 6.01 | $88.63 |
| ON | ON Semiconductor Corp. | 0.011 | 2 | $63.05 | $41.49 | $39.10 | 6.11 | $80.08 |
| FOSL | Fossil Inc. | 0.011 | 2 | $1.67 | $1.26 | $0.75 | 68.00 | $2.61 |
| SNPS | Synopsys Inc. | 0.011 | 2 | $485.37 | $441.72 | $423.08 | 4.41 | $624.80 |
| SKX | Skechers U.S.A. Inc. | 0.011 | 2 | $67.24 | $59.54 | $53.79 | 10.69 | $78.85 |
| ROST | Ross Stores Inc. | 0.011 | 2 | $151.27 | $132.60 | $122.36 | 8.37 | $162.29 |
| MKL | Markel Group Inc. | 0.011 | 2 | $1726.23 | $1877.79 | $1417.65 | 32.46 | $2063.68 |
| NFLX | Netflix Inc. | 0.011 | 1 | $891.32 | $945.00 | $542.01 | 74.35 | $1064.50 |
| ACGL | Arch Capital Group Ltd. | 0.011 | 1 | $96.43 | $84.85 | 13.65 | $110.75 | |
| IEX | IDEX Corp. | 0.011 | 1 | $209.29 | $183.03 | $176.39 | 3.76 | $238.97 |
| LLYVA | Liberty Media Corp. Series A Live | 0.011 | 1 | $66.56 | $71.26 | $32.55 | 118.92 | $79.63 |
| IBN | ICICI Bank Ltd. | 0.011 | 1 | $31.36 | $24.91 | 25.89 | $32.14 | |
| MSCI | MSCI Inc. | 0.010 | 2 | $600.01 | $572.27 | $434.74 | 31.64 | $640.43 |
| FBTC | Fidelity Wise Origin Bitcoin | 0.010 | 1 | $76.16 | $43.34 | 75.73 | $94.81 | |
| PINS | Pinterest Inc. | 0.010 | 1 | $31.84 | $27.00 | 17.93 | $45.19 | |
| CRGY | Crescent Energy Inc A | 0.010 | 1 | $11.12 | $9.58 | 16.08 | $16.75 | |
| AAL | American Airlines Group Inc. | 0.010 | 1 | $17.43 | $10.61 | $9.07 | 16.98 | $19.10 |
| ZVIA | Zevia PBC | 0.010 | 1 | $2.38 | $0.62 | 283.87 | $4.99 | |
| ACIC | American Coastal Insurance C | 0.010 | 1 | $11.42 | $8.49 | 34.51 | $14.52 | |
| OEC | Orion SA | 0.010 | 1 | $12.57 | $12.16 | 3.37 | $25.93 | |
| CEG | Constellation Energy Corp. | 0.010 | 1 | $223.71 | $214.96 | $154.78 | 38.88 | $351.34 |
| SYY | Sysco Corp. | 0.010 | 1 | $76.46 | $75.37 | $68.04 | 10.77 | $81.68 |
| AMT | American Tower Corp. | 0.009 | 4 | $183.41 | $218.24 | $166.36 | 31.19 | $239.67 |
| IWF | iShares Russell 1000 Growth ETF | 0.009 | 3 | $401.60 | $369.17 | $313.75 | 17.66 | $418.65 |
| BDX | Becton Dickinson | 0.009 | 2 | $226.87 | $225.69 | $215.84 | 4.56 | $250.84 |
| ACN | Accenture | 0.009 | 2 | $351.79 | $316.22 | $275.18 | 14.91 | $398.35 |
| SBAC | SBA Communications Corp. | 0.009 | 2 | $203.80 | $219.18 | $180.17 | 21.65 | $250.22 |
| AXL | American Axle & Manufacturing Holdings | 0.009 | 1 | $3.97 | $3.76 | 5.59 | $7.98 | |
| CRM | Salesforce.com | 0.009 | 1 | $334.33 | $273.21 | $211.10 | 29.42 | $368.58 |
* "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.