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 |
| PL | Planet Labs PBC | 0.003 | 1 | $3.35 | $1.67 | 100.60 | $6.71 | |
| XRT | SPDR S&P Retail ETF | 0.003 | 1 | $65.47 | $65.47 | 0.00 | $84.03 | |
| NXE | Nexgen Energy Ltd | 0.003 | 1 | $4.52 | $4.30 | 5.12 | $8.96 | |
| BLND | Blend Labs Inc. | 0.003 | 1 | $3.51 | $2.08 | 68.75 | $5.53 | |
| OCFC | OceanFirst Financial Corp. | 0.003 | 1 | $16.01 | $13.56 | 18.07 | $21.63 | |
| FANG | Diamondback Energy Inc. | 0.003 | 1 | $147.16 | $137.09 | 7.35 | $209.43 | |
| LKQ | LKQ Corp. | 0.003 | 1 | $41.63 | $34.78 | 19.70 | $51.31 | |
| LH | Labcorp Holdings Inc. | 0.003 | 1 | $229.32 | $234.07 | $190.25 | 23.03 | $258.59 |
| MU | Micron Technology Inc. | 0.003 | 1 | $84.16 | $79.34 | $79.34 | 0.00 | $156.81 |
| 4401.T | ADEKA Corp. | 0.003 | 1 | |||||
| FAF | First Amer'n Corp. | 0.003 | 1 | $62.44 | $65.52 | $49.85 | 31.43 | $69.77 |
| BNS | Bank of Nova Scotia | 0.003 | 1 | $48.48 | $41.79 | 16.01 | $55.41 | |
| IVE | Ishares S&P 500 Value ETF | 0.003 | 1 | $184.46 | $172.65 | 6.84 | $204.71 | |
| HSIC | Henry Schein Inc. | 0.003 | 1 | $66.16 | $63.67 | 3.91 | $82.49 | |
| UPBD | Upbound Group Inc. | 0.003 | 1 | $22.21 | $22.21 | 0.00 | $37.19 | |
| SWK | Stanley Black & Decker Inc. | 0.003 | 1 | $80.29 | $67.93 | $67.93 | 0.00 | $108.80 |
| JXN | Jackson Financial Inc. | 0.003 | 1 | $77.80 | $60.66 | 28.26 | $113.28 | |
| EXPD | Expeditors Int'l | 0.003 | 1 | $109.43 | $108.36 | 0.99 | $130.80 | |
| LEGN | Legend Biotech Corp. | 0.003 | 1 | $33.20 | $30.17 | 10.04 | $60.87 | |
| GLPI | Gaming and Leisure Properties Inc. | 0.003 | 1 | $49.66 | $39.28 | 26.43 | $51.44 | |
| SSNLF | Samsung Electronics Co. Ltd. | 0.003 | 1 | $39.24 | $39.24 | |||
| DBRG | DigitalBridge Group Inc. | 0.004 | 1 | $11.28 | $8.49 | $8.49 | 0.00 | $18.99 |
| ALLY | Ally Financial Inc. | 0.004 | 1 | $36.01 | $33.37 | $31.44 | 6.14 | $44.43 |
| HGV | Hilton Grand Vacations Inc. | 0.004 | 1 | $34.70 | $33.21 | 4.49 | $46.89 | |
| PCVX | Vaxcyte Inc. | 0.004 | 1 | $31.51 | $30.12 | 4.61 | $121.06 | |
| WAL | Western Alliance Bancorp | 0.004 | 1 | $83.54 | $68.61 | $52.73 | 30.12 | $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 | $74.45 | $57.31 | 29.91 | $83.87 | |
| MHK | Mohawk Industries | 0.004 | 1 | $119.12 | $108.94 | $104.88 | 3.87 | $164.29 |
| OLN | Olin Corp. | 0.004 | 1 | $33.80 | $22.51 | $22.51 | 0.00 | $59.33 |
| YMM | Full Truck Alliance Spn ADR | 0.004 | 1 | $12.69 | $6.66 | 90.54 | $13.85 | |
| REYN | Reynolds Consumer Products Inc. | 0.004 | 1 | $23.91 | $23.13 | 3.37 | $32.08 | |
| MSGE | Madison Square Garden Entertainment Corp. | 0.004 | 1 | $35.59 | $32.08 | $30.01 | 6.90 | $44.14 |
| FOXF | Fox Factory Holding Corp. | 0.004 | 1 | $30.27 | $22.18 | $22.18 | 0.00 | $54.86 |
| BNTX | Biontech Se ADR | 0.004 | 1 | $91.17 | $76.53 | 19.13 | $131.49 | |
| GOLD | Barrick Gold Corp. | 0.004 | 1 | $15.50 | $19.45 | $15.03 | 29.41 | $21.11 |
| BSX | Boston Scientific | 0.004 | 1 | $98.39 | $66.80 | 47.29 | $107.17 | |
| 7839.T | Shoei Co. Ltd. | 0.004 | 1 | |||||
| BUD | Anheuser-Busch InBev | 0.004 | 1 | $50.07 | $63.17 | $45.94 | 37.51 | $67.49 |
| TLN | Talen Energy Corp | 0.004 | 1 | $201.47 | $197.64 | $90.89 | 117.45 | $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 | $90.36 | $52.51 | 72.08 | $151.95 |
| COIN | Coinbase Global Inc. | 0.004 | 1 | $169.47 | $146.12 | 15.98 | $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 | $11.23 | $8.29 | 35.46 | $14.30 |
| CROX | Crocs Inc. | 0.004 | 1 | $109.53 | $92.40 | $88.25 | 4.70 | $165.32 |
| DHT | DHT Holdings Inc. | 0.005 | 1 | $10.21 | $8.54 | 19.56 | $12.13 | |
| FMX | Fomento Economico Mexicano | 0.005 | 1 | $85.49 | $104.07 | $80.17 | 29.81 | $124.61 |
| MET | MetLife Inc. | 0.005 | 1 | $81.88 | $77.37 | $65.87 | 17.46 | $88.48 |
| FXI | Ishares China Large Cap ETF | 0.005 | 1 | $35.27 | $23.19 | 52.09 | $38.73 | |
| NE | Noble Corp. | 0.005 | 1 | $21.72 | $21.72 | 0.00 | $49.07 | |
| WDC | Western Digital Corp. | 0.005 | 1 | $36.79 | $36.79 | 0.00 | $60.98 | |
| KWEB | Kraneshares Csi China Intern | 0.005 | 1 | $34.68 | $23.86 | 45.35 | $38.39 | |
| UHAL | U-Haul Holding Co. | 0.005 | 1 | $66.78 | $65.31 | $59.70 | 9.40 | $79.04 |
| HHH | Howard Hughes Holdings Inc. | 0.005 | 1 | $76.92 | $72.21 | $56.22 | 28.44 | $87.77 |
| CVNA | Carvana Co. | 0.005 | 1 | $203.36 | $194.63 | $67.61 | 187.87 | $292.84 |
| SPHR | Sphere Entertainment Co. | 0.005 | 1 | $31.17 | $30.62 | 1.80 | $50.88 | |
| CSGS | CSG Systems International | 0.005 | 1 | $59.00 | $38.65 | 52.65 | $67.24 | |
| PTON | Peloton Interactive Inc. | 0.006 | 1 | $8.70 | $5.40 | $2.70 | 100.00 | $10.90 |
| HLF | Herbalife Nutrition Ltd. | 0.006 | 1 | $8.38 | $5.04 | 66.27 | $12.79 | |
| TRU | TransUnion | 0.006 | 1 | $92.71 | $77.18 | $65.76 | 17.37 | $112.91 |
| WBA | Walgreens Boots Alliance | 0.006 | 1 | $11.06 | $7.98 | 38.60 | $18.21 | |
| PPG | PPG Industries | 0.006 | 1 | $104.53 | $104.53 | 0.00 | $140.88 | |
| CRS | Carpenter Technology | 0.006 | 1 | $169.71 | $171.82 | $70.29 | 144.44 | $213.66 |
| STZ | Constellation Brands | 0.006 | 1 | $180.52 | $160.46 | 12.50 | $269.87 | |
| AMBC | Ambac Financial Group | 0.007 | 1 | $7.84 | $7.84 | 0.00 | $18.45 | |
| PEP | PepsiCo Inc. | 0.007 | 1 | $152.06 | $150.94 | $140.27 | 7.61 | $177.51 |
| WIX | Wix.com Ltd. | 0.007 | 1 | $214.55 | $154.47 | $117.58 | 31.37 | $247.11 |
| KKR | KKR & Co. L.P. | 0.007 | 1 | $147.91 | $104.80 | $91.39 | 14.67 | $170.19 |
| WK | Workiva Inc. | 0.007 | 1 | $109.50 | $71.96 | $65.47 | 9.91 | $116.83 |
| TRV | Travelers Companies Inc. | 0.007 | 1 | $240.88 | $261.29 | $197.70 | 32.16 | $267.58 |
| 2531.T | Takara Holdings Inc. | 0.007 | 1 | |||||
| TGT | Target Corp. | 0.007 | 1 | $135.18 | $93.72 | $93.72 | 0.00 | $171.93 |
| RYAAY | Ryanair Holdings PLC | 0.007 | 1 | $43.59 | $42.10 | $35.86 | 17.40 | $58.50 |
| AMR | Alpha Metallurgical Resources Inc. | 0.008 | 1 | $200.12 | $117.00 | $117.00 | 0.00 | $361.17 |
| EQT | EQT Corp. | 0.008 | 1 | $46.11 | $52.78 | $29.65 | 78.01 | $56.66 |
| PLAY | Dave & Buster's Ent. Inc. | 0.008 | 1 | $17.12 | $17.02 | 0.59 | $69.82 | |
| UPWK | Upwork Inc. | 0.008 | 1 | $12.38 | $8.43 | 46.86 | $18.14 | |
| GSK | GSK plc | 0.008 | 1 | $33.82 | $38.65 | $31.37 | 23.21 | $44.38 |
| FPH | Five Point Holdings LLC | 0.008 | 1 | $5.03 | $2.83 | 77.74 | $6.71 | |
| SEG | Seaport Entertainment Group | 0.008 | 1 | $19.76 | $19.54 | 1.13 | $34.51 | |
| FUJHF | Subaru Corp. | 0.008 | 1 | |||||
| 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 |
| AN3.F | Alten SA | 0.009 | 1 | |||||
| DASH | DoorDash Inc. | 0.009 | 1 | $167.75 | $178.29 | $99.32 | 79.51 | $215.25 |
| UMGNF | Universal Music Grp NV | 0.009 | 1 | $25.91 | $22.53 | 15.00 | $31.94 | |
| 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 |
| 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 |
* "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.