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 | $130.35 | $128.51 | 1.43 | $238.00 |
| WDAY | Workday Inc. | 0.022 | 1 | $258.03 | $229.84 | $199.81 | 15.03 | $294.00 |
| UGI | UGI Corp. | 0.021 | 3 | $28.23 | $33.00 | $21.14 | 56.10 | $34.16 |
| AVTR | Avantor arinc. | 0.021 | 3 | $21.07 | $15.65 | $15.37 | 1.82 | $28.00 |
| HPE | Hewlett Packard Enterprise | 0.021 | 2 | $21.35 | $14.43 | $14.43 | 0.00 | $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 | $98.20 | $98.00 | 0.20 | $145.10 |
| UNFI | United Natural Foods | 0.021 | 1 | $26.56 | $8.58 | 209.56 | $34.76 | |
| VLO | Valero Energy | 0.020 | 1 | $119.67 | $115.89 | 3.26 | $179.47 | |
| SAIC | Science Applications International Corp. | 0.020 | 1 | $114.70 | $94.68 | 21.14 | $155.83 | |
| WSC | WillScot Mobile Mini Hldgs Corp. | 0.019 | 3 | $33.45 | $26.93 | $26.91 | 0.07 | $45.30 |
| LNC | Lincoln National | 0.019 | 2 | $31.71 | $33.87 | $24.71 | 37.07 | $39.85 |
| DFS | Discover Financial Services | 0.019 | 2 | $173.23 | $153.29 | $117.14 | 30.86 | $205.05 |
| SJM | J.M. Smucker Co | 0.019 | 2 | $110.12 | $118.00 | $98.77 | 19.47 | $124.13 |
| AAP | Advance Auto Parts | 0.019 | 2 | $47.29 | $37.75 | $33.08 | 14.12 | $83.65 |
| CG | Carlyle Group | 0.019 | 1 | $50.49 | $40.71 | $36.15 | 12.61 | $57.11 |
| IAC | IAC Inc. | 0.018 | 3 | $43.14 | $37.61 | $32.81 | 14.63 | $48.28 |
| TDS | Telephone & Data Systems | 0.018 | 1 | $38.35 | $13.96 | 174.71 | $41.16 | |
| ET | Energy Transfer LP | 0.018 | 1 | $19.59 | $17.78 | $13.89 | 28.01 | $21.11 |
| HLT | Hilton Worldwide Holdings | 0.017 | 3 | $247.16 | $219.00 | $193.36 | 13.26 | $275.07 |
| COP | ConocoPhillips | 0.017 | 2 | $99.17 | $97.77 | $86.81 | 12.63 | $131.16 |
| INCY | Incyte Corp. | 0.017 | 1 | $69.07 | $61.65 | $50.35 | 22.44 | $83.95 |
| MTCH | Match Group Inc. | 0.017 | 1 | $30.09 | $27.49 | 9.46 | $38.61 | |
| ATKR | Atkore International Group Inc. | 0.017 | 1 | $56.57 | $55.91 | 1.18 | $187.31 | |
| LAD | Lithia Motors Inc. | 0.017 | 1 | $357.43 | $280.93 | $241.29 | 16.43 | $404.99 |
| BRK.B | Berkshire Hathaway CL B | 0.016 | 6 | $453.29 | $529.81 | $395.66 | 33.91 | $539.00 |
| CDNS | Cadence Design Systems | 0.016 | 2 | $300.46 | $249.68 | $230.09 | 8.51 | $328.99 |
| KOS | Kosmos Energy Ltd. | 0.016 | 2 | $3.42 | $1.98 | $1.98 | 0.00 | $6.58 |
| PSX | Phillips 66 | 0.016 | 2 | $113.93 | $112.57 | $107.93 | 4.30 | $168.26 |
| ECG | Everus Construction Group Inc. | 0.016 | 1 | $37.07 | $33.90 | 9.35 | $77.93 | |
| BN | Brookfield Corp. | 0.015 | 3 | $57.45 | $51.57 | $37.92 | 36.00 | $62.66 |
| NVST | Envista Holdings Corp. | 0.015 | 2 | $19.29 | $16.06 | $15.15 | 6.01 | $23.00 |
| TSLA | Tesla Inc. | 0.015 | 2 | $403.84 | $267.89 | $138.80 | 93.00 | $488.54 |
| PYPL | PayPal Holdings Inc. | 0.015 | 1 | $85.35 | $61.50 | $56.97 | 7.95 | $93.66 |
| NXPI | NXP Semiconductors NV | 0.015 | 1 | $207.85 | $179.10 | $179.10 | 0.00 | $292.01 |
| SNOW | Snowflake Inc. | 0.015 | 1 | $141.88 | $107.13 | 32.44 | $194.40 | |
| BFH | Bread Financial Holdings Inc. | 0.015 | 1 | $46.59 | $31.57 | 47.58 | $66.48 | |
| GLW | Corning Inc. | 0.014 | 1 | $47.52 | $42.92 | $29.93 | 43.40 | $55.01 |
| BRO | Brown & Brown Inc. | 0.014 | 1 | $102.02 | $123.79 | $79.87 | 54.99 | $125.68 |
| GPC | Genuine Parts | 0.014 | 1 | $116.76 | $117.46 | $110.92 | 5.90 | $159.51 |
| TDW | Tidewater Inc. | 0.014 | 1 | $39.17 | $38.65 | 1.35 | $111.42 | |
| NRG | NRG Energy Inc. | 0.014 | 1 | $95.75 | $64.54 | 48.36 | $117.26 | |
| CNDT | Conduent Inc. | 0.014 | 1 | $2.51 | $2.51 | 0.00 | $4.90 | |
| WEC | WEC Energy Group | 0.014 | 1 | $108.81 | $74.76 | 45.55 | $110.19 | |
| CPRI | Capri Holdings Ltd | 0.014 | 1 | $21.06 | $15.25 | $15.25 | 0.00 | $45.70 |
| BAC | Bank of America Corp. | 0.013 | 5 | $43.95 | $37.99 | $33.33 | 13.98 | $47.68 |
| CHTR | Charter Communications | 0.013 | 3 | $342.77 | $372.79 | $236.08 | 57.91 | $415.27 |
| RPRX | Royalty Pharma plc | 0.013 | 2 | $25.51 | $31.41 | $23.89 | 31.48 | $34.20 |
| ASH | Ashland Global Holdings Inc. | 0.013 | 2 | $71.46 | $53.79 | $53.79 | 0.00 | $100.84 |
| ZS | Zscaler Inc. | 0.013 | 2 | $180.41 | $197.67 | $153.45 | 28.82 | $217.84 |
| ACHC | Acadia Healthcare Co. | 0.013 | 2 | $39.65 | $28.29 | $27.61 | 2.46 | $82.41 |
| FI | Fiserv Inc. | 0.013 | 2 | $205.42 | $220.03 | $145.98 | 50.73 | $238.59 |
| PRMB | Primo Brands Corp | 0.013 | 1 | $34.60 | $24.26 | 42.62 | $35.85 | |
| EXP | Eagle Materials Inc. | 0.013 | 1 | $227.90 | $205.20 | 11.06 | $321.26 | |
| SYF | Synchrony Financial | 0.013 | 1 | $65.00 | $47.80 | $38.91 | 22.85 | $70.67 |
| SPT | Sprout Social Inc. CL A | 0.013 | 1 | $20.25 | $20.25 | 0.00 | $59.04 | |
| CEVA | CEVA Inc. | 0.013 | 1 | $23.48 | $16.02 | 46.57 | $38.94 | |
| SMLR | Semler Scientific Inc | 0.013 | 1 | $34.11 | $20.88 | 63.36 | $81.56 | |
| WCC | WESCO International Inc. | 0.012 | 3 | $180.96 | $146.59 | $141.97 | 3.25 | $215.09 |
| HDB | HDFC Bank Ltd. | 0.012 | 3 | $63.86 | $66.45 | $54.36 | 22.24 | $68.50 |
| CHKP | Check Point Software Technologies | 0.012 | 2 | $186.70 | $225.28 | $145.75 | 54.57 | $234.36 |
| GE | GE Aerospace | 0.012 | 2 | $166.79 | $190.59 | $136.85 | 39.27 | $214.21 |
| MNDY | monday.com Ltd. | 0.012 | 2 | $235.44 | $245.43 | $174.75 | 40.45 | $342.64 |
| CNM | Core & Main Inc Class A | 0.012 | 1 | $50.91 | $46.98 | $37.22 | 26.22 | $62.15 |
| ILMN | Illumina Inc. | 0.012 | 1 | $133.63 | $78.28 | $77.54 | 0.95 | $156.66 |
| QRVO | Qorvo Inc. | 0.012 | 1 | $66.34 | $64.54 | 2.79 | $130.99 | |
| RDDT | Reddit Inc Cl A | 0.012 | 1 | $96.61 | $37.35 | 158.66 | $230.41 | |
| LEN | Lennar Corp. | 0.011 | 3 | $122.48 | $109.55 | $109.55 | 0.00 | $192.55 |
| CRH | CRH plc | 0.011 | 3 | $92.51 | $84.84 | $70.37 | 20.56 | $110.54 |
| VSH | Vishay Intertechnology | 0.011 | 3 | $16.94 | $14.37 | $14.37 | 0.00 | $24.27 |
| ORCL | Oracle Corp. | 0.011 | 3 | $166.64 | $138.67 | $111.94 | 23.88 | $197.82 |
| CP | Canadian Pacific Kansas City | 0.011 | 3 | $72.37 | $71.91 | $68.00 | 5.75 | $88.63 |
| ON | ON Semiconductor Corp. | 0.011 | 2 | $63.05 | $37.78 | $37.78 | 0.00 | $80.08 |
| FOSL | Fossil Inc. | 0.011 | 2 | $1.67 | $1.15 | $0.75 | 53.33 | $2.61 |
| SNPS | Synopsys Inc. | 0.011 | 2 | $485.37 | $412.68 | $412.68 | 0.00 | $624.80 |
| SKX | Skechers U.S.A. Inc. | 0.011 | 2 | $67.24 | $46.08 | $46.08 | 0.00 | $78.85 |
| ROST | Ross Stores Inc. | 0.011 | 2 | $151.27 | $130.12 | $122.00 | 6.66 | $162.29 |
| MKL | Markel Group Inc. | 0.011 | 2 | $1726.23 | $1850.74 | $1417.65 | 30.55 | $2063.68 |
| ACGL | Arch Capital Group Ltd. | 0.011 | 1 | $95.38 | $84.85 | 12.41 | $110.75 | |
| IEX | IDEX Corp. | 0.011 | 1 | $209.29 | $171.64 | $171.64 | 0.00 | $238.97 |
| NFLX | Netflix Inc. | 0.011 | 1 | $891.32 | $922.74 | $542.01 | 70.24 | $1064.50 |
| LLYVA | Liberty Media Corp. Series A Live | 0.011 | 1 | $66.56 | $67.56 | $32.55 | 107.56 | $79.63 |
| IBN | ICICI Bank Ltd. | 0.011 | 1 | $31.37 | $24.91 | 25.93 | $32.14 | |
| MSCI | MSCI Inc. | 0.010 | 2 | $600.01 | $549.20 | $434.74 | 26.33 | $640.43 |
| FBTC | Fidelity Wise Origin Bitcoin | 0.010 | 1 | $71.45 | $43.34 | 64.86 | $94.81 | |
| PINS | Pinterest Inc. | 0.010 | 1 | $27.48 | $27.00 | 1.78 | $45.19 | |
| CRGY | Crescent Energy Inc A | 0.010 | 1 | $10.00 | $9.58 | 4.38 | $16.75 | |
| AAL | American Airlines Group Inc. | 0.010 | 1 | $17.43 | $9.71 | $9.07 | 7.06 | $19.10 |
| ZVIA | Zevia PBC | 0.010 | 1 | $2.20 | $0.62 | 254.84 | $4.99 | |
| ACIC | American Coastal Insurance C | 0.010 | 1 | $11.02 | $8.49 | 29.80 | $14.52 | |
| SYY | Sysco Corp. | 0.010 | 1 | $76.46 | $75.02 | $68.04 | 10.26 | $81.68 |
| OEC | Orion SA | 0.010 | 1 | $11.50 | $11.50 | 0.00 | $25.93 | |
| CEG | Constellation Energy Corp. | 0.010 | 1 | $223.71 | $199.52 | $154.78 | 28.91 | $351.34 |
| AMT | American Tower Corp. | 0.009 | 4 | $183.41 | $224.26 | $166.36 | 34.80 | $239.67 |
| IWF | iShares Russell 1000 Growth ETF | 0.009 | 3 | $401.60 | $349.64 | $313.75 | 11.44 | $418.65 |
| BDX | Becton Dickinson | 0.009 | 2 | $226.87 | $221.30 | $215.84 | 2.53 | $250.84 |
| ACN | Accenture | 0.009 | 2 | $351.79 | $303.83 | $275.18 | 10.41 | $398.35 |
| SBAC | SBA Communications Corp. | 0.009 | 2 | $203.80 | $227.70 | $180.17 | 26.38 | $250.22 |
| AXL | American Axle & Manufacturing Holdings | 0.009 | 1 | $3.70 | $3.70 | 0.00 | $7.98 | |
| CRM | Salesforce.com | 0.009 | 1 | $334.33 | $257.13 | $211.10 | 21.80 | $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.