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 |
| ACGL | Arch Capital Group Ltd. | 0.011 | 1 | $96.00 | $84.85 | 13.14 | $110.75 | |
| IEX | IDEX Corp. | 0.011 | 1 | $209.29 | $181.49 | $176.39 | 2.89 | $238.97 |
| NFLX | Netflix Inc. | 0.011 | 1 | $891.32 | $941.23 | $542.01 | 73.66 | $1064.50 |
| LLYVA | Liberty Media Corp. Series A Live | 0.011 | 1 | $66.56 | $70.81 | $32.55 | 117.54 | $79.63 |
| IBN | ICICI Bank Ltd. | 0.011 | 1 | $31.28 | $24.91 | 25.57 | $32.14 | |
| FBTC | Fidelity Wise Origin Bitcoin | 0.010 | 1 | $75.97 | $43.34 | 75.29 | $94.81 | |
| PINS | Pinterest Inc. | 0.010 | 1 | $31.77 | $27.00 | 17.67 | $45.19 | |
| CRGY | Crescent Energy Inc A | 0.010 | 1 | $11.07 | $9.58 | 15.55 | $16.75 | |
| AAL | American Airlines Group Inc. | 0.010 | 1 | $17.43 | $10.54 | $9.07 | 16.21 | $19.10 |
| ZVIA | Zevia PBC | 0.010 | 1 | $2.34 | $0.62 | 277.42 | $4.99 | |
| ACIC | American Coastal Insurance C | 0.010 | 1 | $11.40 | $8.49 | 34.28 | $14.52 | |
| SYY | Sysco Corp. | 0.010 | 1 | $76.46 | $75.35 | $68.04 | 10.74 | $81.68 |
| OEC | Orion SA | 0.010 | 1 | $12.45 | $12.16 | 2.38 | $25.93 | |
| CEG | Constellation Energy Corp. | 0.010 | 1 | $223.71 | $213.34 | $154.78 | 37.83 | $351.34 |
| AXL | American Axle & Manufacturing Holdings | 0.009 | 1 | $3.94 | $3.76 | 4.79 | $7.98 | |
| CRM | Salesforce.com | 0.009 | 1 | $334.33 | $271.59 | $211.10 | 28.65 | $368.58 |
| AN3.F | Alten SA | 0.009 | 1 | |||||
| DASH | DoorDash Inc. | 0.009 | 1 | $167.75 | $189.65 | $99.32 | 90.95 | $215.25 |
| UMGNF | Universal Music Grp NV | 0.009 | 1 | $25.91 | $22.53 | 15.00 | $31.94 | |
| AMR | Alpha Metallurgical Resources Inc. | 0.008 | 1 | $200.12 | $125.15 | $121.36 | 3.12 | $361.17 |
| EQT | EQT Corp. | 0.008 | 1 | $46.11 | $54.50 | $29.65 | 83.81 | $56.66 |
| PLAY | Dave & Buster's Ent. Inc. | 0.008 | 1 | $18.07 | $17.02 | 6.17 | $69.82 | |
| UPWK | Upwork Inc. | 0.008 | 1 | $13.31 | $8.43 | 57.89 | $18.14 | |
| GSK | GSK plc | 0.008 | 1 | $33.82 | $37.36 | $31.37 | 19.09 | $44.38 |
| FPH | Five Point Holdings LLC | 0.008 | 1 | $5.26 | $2.83 | 85.87 | $6.71 | |
| SEG | Seaport Entertainment Group | 0.008 | 1 | $20.88 | $19.54 | 6.86 | $34.51 | |
| FUJHF | Subaru Corp. | 0.008 | 1 | |||||
| AMBC | Ambac Financial Group | 0.007 | 1 | $8.32 | $7.92 | 5.05 | $18.45 | |
| PEP | PepsiCo Inc. | 0.007 | 1 | $152.06 | $148.79 | $140.27 | 6.07 | $177.51 |
| WIX | Wix.com Ltd. | 0.007 | 1 | $214.55 | $166.75 | $117.58 | 41.82 | $247.11 |
| KKR | KKR & Co. L.P. | 0.007 | 1 | $147.91 | $120.20 | $91.39 | 31.52 | $170.19 |
| WK | Workiva Inc. | 0.007 | 1 | $109.50 | $77.65 | $65.47 | 18.60 | $116.83 |
| TRV | Travelers Companies Inc. | 0.007 | 1 | $240.88 | $262.40 | $197.70 | 32.73 | $267.34 |
| 2531.T | Takara Holdings Inc. | 0.007 | 1 | |||||
| TGT | Target Corp. | 0.007 | 1 | $135.18 | $105.49 | $100.50 | 4.97 | $172.57 |
| RYAAY | Ryanair Holdings PLC | 0.007 | 1 | $43.59 | $43.25 | $35.86 | 20.61 | $58.50 |
| PTON | Peloton Interactive Inc. | 0.006 | 1 | $8.70 | $6.39 | $2.70 | 136.67 | $10.90 |
| HLF | Herbalife Nutrition Ltd. | 0.006 | 1 | $8.78 | $5.04 | 74.21 | $12.79 | |
| TRU | TransUnion | 0.006 | 1 | $92.71 | $84.88 | $65.76 | 29.08 | $112.91 |
| WBA | Walgreens Boots Alliance | 0.006 | 1 | $11.16 | $7.98 | 39.85 | $18.34 | |
| PPG | PPG Industries | 0.006 | 1 | $108.79 | $105.64 | 2.98 | $140.88 | |
| CRS | Carpenter Technology | 0.006 | 1 | $169.71 | $186.78 | $69.76 | 167.75 | $213.66 |
| STZ | Constellation Brands | 0.006 | 1 | $186.34 | $160.46 | 16.13 | $269.87 | |
| DHT | DHT Holdings Inc. | 0.005 | 1 | $10.36 | $8.54 | 21.31 | $12.13 | |
| FMX | Fomento Economico Mexicano | 0.005 | 1 | $85.49 | $99.51 | $80.17 | 24.12 | $124.61 |
| MET | MetLife Inc. | 0.005 | 1 | $81.88 | $81.86 | $65.87 | 24.28 | $88.48 |
| FXI | Ishares China Large Cap ETF | 0.005 | 1 | $35.60 | $23.19 | 53.51 | $38.73 | |
| NE | Noble Corp. | 0.005 | 1 | $24.28 | $22.00 | 10.36 | $49.07 | |
| WDC | Western Digital Corp. | 0.005 | 1 | $41.39 | $39.10 | 5.86 | $60.98 | |
| KWEB | Kraneshares Csi China Intern | 0.005 | 1 | $34.98 | $23.86 | 46.61 | $38.39 | |
| UHAL | U-Haul Holding Co. | 0.005 | 1 | $66.78 | $66.93 | $59.70 | 12.11 | $79.04 |
| HHH | Howard Hughes Holdings Inc. | 0.005 | 1 | $76.92 | $74.61 | $56.22 | 32.71 | $87.77 |
| CVNA | Carvana Co. | 0.005 | 1 | $203.36 | $226.50 | $67.61 | 235.01 | $292.84 |
| SPHR | Sphere Entertainment Co. | 0.005 | 1 | $33.47 | $30.62 | 9.31 | $50.88 | |
| CSGS | CSG Systems International | 0.005 | 1 | $60.33 | $38.65 | 56.09 | $67.24 | |
| DBRG | DigitalBridge Group Inc. | 0.004 | 1 | $11.28 | $9.02 | $8.63 | 4.52 | $19.05 |
| ALLY | Ally Financial Inc. | 0.004 | 1 | $36.01 | $37.00 | $31.44 | 17.68 | $44.43 |
| HGV | Hilton Grand Vacations Inc. | 0.004 | 1 | $37.42 | $33.21 | 12.68 | $46.89 | |
| PCVX | Vaxcyte Inc. | 0.004 | 1 | $32.88 | $30.12 | 9.16 | $121.06 | |
| WAL | Western Alliance Bancorp | 0.004 | 1 | $83.54 | $76.81 | $52.73 | 45.67 | $97.67 |
| NEXOF | NEXON Co. Ltd. | 0.004 | 1 | $18.52 | $15.78 | 17.36 | $21.58 | |
| PDRDY | Pernod-Ricard SA | 0.004 | 1 | |||||
| NDAQ | Nasdaq Inc. | 0.004 | 1 | $77.59 | $57.31 | 35.39 | $83.87 | |
| MHK | Mohawk Industries | 0.004 | 1 | $119.12 | $115.62 | $104.88 | 10.24 | $164.29 |
| OLN | Olin Corp. | 0.004 | 1 | $33.80 | $24.11 | $22.80 | 5.75 | $59.33 |
| YMM | Full Truck Alliance Spn ADR | 0.004 | 1 | $12.96 | $6.66 | 94.59 | $13.85 | |
| REYN | Reynolds Consumer Products Inc. | 0.004 | 1 | $23.77 | $23.13 | 2.77 | $32.08 | |
| MSGE | Madison Square Garden Entertainment Corp. | 0.004 | 1 | $35.59 | $33.89 | $30.01 | 12.93 | $44.14 |
| FOXF | Fox Factory Holding Corp. | 0.004 | 1 | $30.27 | $24.29 | $22.76 | 6.72 | $54.86 |
| BNTX | Biontech Se ADR | 0.004 | 1 | $91.99 | $76.53 | 20.20 | $131.49 | |
| GOLD | Barrick Gold Corp. | 0.004 | 1 | $15.50 | $19.41 | $15.03 | 29.14 | $21.11 |
| BSX | Boston Scientific | 0.004 | 1 | $100.43 | $66.80 | 50.34 | $107.17 | |
| 7839.T | Shoei Co. Ltd. | 0.004 | 1 | |||||
| BUD | Anheuser-Busch InBev | 0.004 | 1 | $50.07 | $61.99 | $45.94 | 34.94 | $67.49 |
| TLN | Talen Energy Corp | 0.004 | 1 | $201.47 | $211.86 | $90.89 | 133.09 | $258.03 |
| PFE | Pfizer Inc. | 0.004 | 1 | $26.53 | $24.51 | $23.71 | 3.37 | $30.55 |
| TWLO | Twilio Inc. | 0.004 | 1 | $108.08 | $99.30 | $52.51 | 89.11 | $151.95 |
| COIN | Coinbase Global Inc. | 0.004 | 1 | $181.32 | $146.12 | 24.09 | $349.75 | |
| HKHHF | Heineken Holding NV | 0.004 | 1 | $59.91 | $74.00 | $70.52 | 4.93 | $85.50 |
| LBTYA | Liberty Global Ltd CL A | 0.004 | 1 | $12.76 | $11.45 | $8.29 | 38.12 | $14.30 |
| CROX | Crocs Inc. | 0.004 | 1 | $109.53 | $110.91 | $88.25 | 25.68 | $165.32 |
| TME | Tencent Music Entertainment Grp | 0.003 | 1 | $11.35 | $14.51 | $9.41 | 54.20 | $15.63 |
| TPC | Tutor Perini Corp. | 0.003 | 1 | $23.59 | $13.15 | 79.39 | $34.55 | |
| LI | Li Auto Inc. | 0.003 | 1 | $25.57 | $17.44 | 46.62 | $33.12 | |
| MCDIF | McDermott International Inc. | 0.003 | 1 | $0.25 | $0.08 | 212.50 | $0.30 | |
| RSP | Invesco S&P 500 Equal Weight | 0.003 | 1 | $174.32 | $156.27 | 11.55 | $186.60 | |
| MCG-OLD | Membership Collective Grp Inc. | 0.003 | 1 | $4.82 | $3.14 | 53.50 | $14.00 | |
| PL | Planet Labs PBC | 0.003 | 1 | $3.55 | $1.67 | 112.57 | $6.71 | |
| XRT | SPDR S&P Retail ETF | 0.003 | 1 | $71.19 | $65.90 | 8.03 | $84.03 | |
| NXE | Nexgen Energy Ltd | 0.003 | 1 | $4.65 | $4.30 | 8.14 | $8.96 | |
| BLND | Blend Labs Inc. | 0.003 | 1 | $3.57 | $2.08 | 71.63 | $5.53 | |
| OCFC | OceanFirst Financial Corp. | 0.003 | 1 | $17.08 | $13.56 | 25.96 | $21.63 | |
| FANG | Diamondback Energy Inc. | 0.003 | 1 | $161.21 | $137.09 | 17.59 | $209.43 | |
| LKQ | LKQ Corp. | 0.003 | 1 | $43.01 | $34.78 | 23.66 | $51.61 | |
| LH | Labcorp Holdings Inc. | 0.003 | 1 | $229.32 | $235.44 | $190.25 | 23.75 | $258.59 |
| MU | Micron Technology Inc. | 0.003 | 1 | $84.16 | $88.81 | $83.32 | 6.59 | $156.81 |
| 4401.T | ADEKA Corp. | 0.003 | 1 | |||||
| FAF | First Amer'n Corp. | 0.003 | 1 | $62.44 | $66.56 | $49.85 | 33.52 | $69.77 |
| BNS | Bank of Nova Scotia | 0.003 | 1 | $47.18 | $41.79 | 12.90 | $55.41 | |
| IVE | Ishares S&P 500 Value ETF | 0.003 | 1 | $190.77 | $172.65 | 10.50 | $204.71 | |
* "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.