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 |
| CRM | Salesforce.com | 0.009 | 1 | $334.33 | $240.76 | $211.10 | 14.05 | $368.58 |
| AN3.F | Alten SA | 0.009 | 1 | |||||
| DASH | DoorDash Inc. | 0.009 | 1 | $167.75 | $163.16 | $99.32 | 64.28 | $215.25 |
| UMGNF | Universal Music Grp NV | 0.009 | 1 | $25.91 | $22.53 | 15.00 | $31.94 | |
| BDX | Becton Dickinson | 0.009 | 2 | $226.87 | $207.34 | $204.95 | 1.17 | $250.84 |
| ACN | Accenture | 0.009 | 2 | $351.79 | $285.06 | $275.18 | 3.59 | $398.35 |
| SBAC | SBA Communications Corp. | 0.009 | 2 | $203.80 | $219.91 | $180.17 | 22.06 | $250.22 |
| IWF | iShares Russell 1000 Growth ETF | 0.009 | 3 | $401.60 | $325.67 | $313.75 | 3.80 | $418.65 |
| AMT | American Tower Corp. | 0.009 | 4 | $183.41 | $220.17 | $166.36 | 32.35 | $239.67 |
| FBTC | Fidelity Wise Origin Bitcoin | 0.010 | 1 | $73.39 | $43.34 | 69.34 | $94.81 | |
| PINS | Pinterest Inc. | 0.010 | 1 | $25.78 | $24.91 | 3.49 | $45.19 | |
| CRGY | Crescent Energy Inc A | 0.010 | 1 | $7.82 | $7.66 | 2.09 | $16.75 | |
| AAL | American Airlines Group Inc. | 0.010 | 1 | $17.43 | $9.46 | $8.50 | 11.29 | $19.10 |
| ZVIA | Zevia PBC | 0.010 | 1 | $2.08 | $0.62 | 235.48 | $4.99 | |
| ACIC | American Coastal Insurance C | 0.010 | 1 | $10.81 | $8.49 | 27.33 | $14.52 | |
| SYY | Sysco Corp. | 0.010 | 1 | $76.46 | $71.44 | $67.58 | 5.71 | $81.12 |
| OEC | Orion SA | 0.010 | 1 | $11.47 | $10.87 | 5.52 | $25.93 | |
| CEG | Constellation Energy Corp. | 0.010 | 1 | $223.71 | $170.96 | $154.78 | 10.45 | $351.34 |
| MSCI | MSCI Inc. | 0.010 | 2 | $600.01 | $507.44 | $434.74 | 16.72 | $640.43 |
| IEX | IDEX Corp. | 0.011 | 1 | $209.29 | $162.49 | $160.13 | 1.47 | $238.85 |
| NFLX | Netflix Inc. | 0.011 | 1 | $891.32 | $855.86 | $542.01 | 57.90 | $1064.50 |
| ACGL | Arch Capital Group Ltd. | 0.011 | 1 | $87.83 | $84.85 | 3.51 | $110.75 | |
| LLYVA | Liberty Media Corp. Series A Live | 0.011 | 1 | $66.56 | $63.50 | $32.55 | 95.08 | $79.63 |
| IBN | ICICI Bank Ltd. | 0.011 | 1 | $30.29 | $24.91 | 21.60 | $32.14 | |
| ON | ON Semiconductor Corp. | 0.011 | 2 | $63.05 | $33.70 | $33.21 | 1.48 | $80.08 |
| FOSL | Fossil Inc. | 0.011 | 2 | $1.67 | $1.02 | $0.75 | 36.00 | $2.61 |
| SNPS | Synopsys Inc. | 0.011 | 2 | $485.37 | $388.13 | $387.41 | 0.19 | $624.80 |
| SKX | Skechers U.S.A. Inc. | 0.011 | 2 | $67.24 | $50.20 | $45.69 | 9.87 | $78.85 |
| ROST | Ross Stores Inc. | 0.011 | 2 | $151.27 | $130.31 | $122.36 | 6.50 | $162.29 |
| MKL | Markel Group Inc. | 0.011 | 2 | $1726.23 | $1723.03 | $1417.65 | 21.54 | $2063.68 |
| LEN | Lennar Corp. | 0.011 | 3 | $122.48 | $111.03 | $106.20 | 4.55 | $192.55 |
| CRH | CRH plc | 0.011 | 3 | $92.51 | $80.87 | $70.37 | 14.92 | $110.54 |
| VSH | Vishay Intertechnology | 0.011 | 3 | $16.94 | $11.88 | $10.58 | 12.29 | $24.27 |
| ORCL | Oracle Corp. | 0.011 | 3 | $166.64 | $128.27 | $111.94 | 14.59 | $197.82 |
| CP | Canadian Pacific Kansas City | 0.011 | 3 | $72.37 | $70.19 | $68.00 | 3.22 | $88.63 |
| CNM | Core & Main Inc Class A | 0.012 | 1 | $50.91 | $46.14 | $37.22 | 23.97 | $62.15 |
| ILMN | Illumina Inc. | 0.012 | 1 | $133.63 | $74.16 | $70.64 | 4.98 | $156.66 |
| RDDT | Reddit Inc Cl A | 0.012 | 1 | $86.91 | $37.35 | 132.69 | $230.41 | |
| QRVO | Qorvo Inc. | 0.012 | 1 | $56.35 | $53.90 | 4.55 | $130.99 | |
| CHKP | Check Point Software Technologies | 0.012 | 2 | $186.70 | $215.52 | $145.75 | 47.87 | $234.36 |
| GE | GE Aerospace | 0.012 | 2 | $166.79 | $166.81 | $145.81 | 14.40 | $214.21 |
| MNDY | monday.com Ltd. | 0.012 | 2 | $235.44 | $217.77 | $174.75 | 24.62 | $342.64 |
| WCC | WESCO International Inc. | 0.012 | 3 | $180.96 | $136.08 | $129.26 | 5.28 | $215.09 |
| HDB | HDFC Bank Ltd. | 0.012 | 3 | $63.86 | $64.90 | $54.36 | 19.39 | $68.50 |
| PRMB | Primo Brands Corp | 0.013 | 1 | $33.38 | $24.26 | 37.59 | $35.85 | |
| EXP | Eagle Materials Inc. | 0.013 | 1 | $217.29 | $205.20 | 5.89 | $321.26 | |
| SYF | Synchrony Financial | 0.013 | 1 | $65.00 | $43.81 | $38.91 | 12.59 | $70.67 |
| SPT | Sprout Social Inc. CL A | 0.013 | 1 | $20.22 | $19.21 | 5.26 | $59.04 | |
| CEVA | CEVA Inc. | 0.013 | 1 | $21.28 | $16.02 | 32.83 | $38.94 | |
| SMLR | Semler Scientific Inc | 0.013 | 1 | $33.85 | $20.88 | 62.12 | $81.56 | |
| RPRX | Royalty Pharma plc | 0.013 | 2 | $25.51 | $31.11 | $23.89 | 30.22 | $34.20 |
| ASH | Ashland Global Holdings Inc. | 0.013 | 2 | $71.46 | $49.18 | $47.29 | 4.00 | $100.84 |
| ZS | Zscaler Inc. | 0.013 | 2 | $180.41 | $174.67 | $153.45 | 13.83 | $217.84 |
| ACHC | Acadia Healthcare Co. | 0.013 | 2 | $39.65 | $27.37 | $26.72 | 2.43 | $82.41 |
| FI | Fiserv Inc. | 0.013 | 2 | $205.42 | $198.60 | $145.98 | 36.05 | $238.59 |
| CHTR | Charter Communications | 0.013 | 3 | $342.77 | $338.29 | $236.08 | 43.29 | $415.27 |
| BAC | Bank of America Corp. | 0.013 | 5 | $43.95 | $34.39 | $33.33 | 3.18 | $47.68 |
| GLW | Corning Inc. | 0.014 | 1 | $47.52 | $39.07 | $29.93 | 30.54 | $55.01 |
| BRO | Brown & Brown Inc. | 0.014 | 1 | $102.02 | $115.01 | $79.87 | 44.00 | $125.68 |
| GPC | Genuine Parts | 0.014 | 1 | $116.76 | $116.81 | $110.92 | 5.31 | $159.51 |
| TDW | Tidewater Inc. | 0.014 | 1 | $34.78 | $33.19 | 4.79 | $111.42 | |
| NRG | NRG Energy Inc. | 0.014 | 1 | $83.61 | $64.54 | 29.55 | $117.26 | |
| CNDT | Conduent Inc. | 0.014 | 1 | $2.49 | $2.37 | 5.06 | $4.90 | |
| WEC | WEC Energy Group | 0.014 | 1 | $104.36 | $74.76 | 39.59 | $111.00 | |
| CPRI | Capri Holdings Ltd | 0.014 | 1 | $21.06 | $14.52 | $13.12 | 10.67 | $44.83 |
| PYPL | PayPal Holdings Inc. | 0.015 | 1 | $85.35 | $58.37 | $56.97 | 2.46 | $93.66 |
| NXPI | NXP Semiconductors NV | 0.015 | 1 | $207.85 | $160.81 | $155.87 | 3.17 | $292.01 |
| SNOW | Snowflake Inc. | 0.015 | 1 | $130.53 | $107.13 | 21.84 | $194.40 | |
| BFH | Bread Financial Holdings Inc. | 0.015 | 1 | $41.88 | $31.57 | 32.66 | $66.48 | |
| NVST | Envista Holdings Corp. | 0.015 | 2 | $19.29 | $15.48 | $14.77 | 4.81 | $23.00 |
| TSLA | Tesla Inc. | 0.015 | 2 | $403.84 | $239.43 | $138.80 | 72.50 | $488.54 |
| BN | Brookfield Corp. | 0.015 | 3 | $57.45 | $46.24 | $37.92 | 21.94 | $62.66 |
| ECG | Everus Construction Group Inc. | 0.016 | 1 | $33.60 | $31.38 | 7.07 | $77.93 | |
| CDNS | Cadence Design Systems | 0.016 | 2 | $300.46 | $232.88 | $230.09 | 1.21 | $328.99 |
| KOS | Kosmos Energy Ltd. | 0.016 | 2 | $3.42 | $1.52 | $1.39 | 9.35 | $6.58 |
| PSX | Phillips 66 | 0.016 | 2 | $113.93 | $98.81 | $95.67 | 3.28 | $168.26 |
| BRK.B | Berkshire Hathaway CL B | 0.016 | 6 | $453.29 | $493.54 | $395.66 | 24.74 | $539.00 |
| INCY | Incyte Corp. | 0.017 | 1 | $69.07 | $60.58 | $50.35 | 20.32 | $83.95 |
| MTCH | Match Group Inc. | 0.017 | 1 | $28.74 | $27.33 | 5.16 | $38.38 | |
| ATKR | Atkore International Group Inc. | 0.017 | 1 | $54.06 | $50.44 | 7.18 | $183.40 | |
| LAD | Lithia Motors Inc. | 0.017 | 1 | $357.43 | $282.06 | $241.29 | 16.90 | $404.99 |
| COP | ConocoPhillips | 0.017 | 2 | $99.17 | $86.29 | $85.55 | 0.86 | $131.16 |
| HLT | Hilton Worldwide Holdings | 0.017 | 3 | $247.16 | $208.85 | $193.36 | 8.01 | $275.07 |
| TDS | Telephone & Data Systems | 0.018 | 1 | $35.67 | $13.96 | 155.52 | $41.16 | |
| ET | Energy Transfer LP | 0.018 | 1 | $19.59 | $16.16 | $13.89 | 16.34 | $21.11 |
| IAC | IAC Inc. | 0.018 | 3 | $43.14 | $35.47 | $32.81 | 8.11 | $48.28 |
| CG | Carlyle Group | 0.019 | 1 | $50.49 | $35.89 | $33.02 | 8.69 | $57.11 |
| LNC | Lincoln National | 0.019 | 2 | $31.71 | $29.97 | $24.71 | 21.29 | $39.85 |
| DFS | Discover Financial Services | 0.019 | 2 | $173.23 | $147.04 | $117.14 | 25.53 | $205.05 |
| SJM | J.M. Smucker Co | 0.019 | 2 | $110.12 | $115.16 | $98.77 | 16.59 | $124.13 |
| AAP | Advance Auto Parts | 0.019 | 2 | $47.29 | $35.01 | $33.08 | 5.83 | $78.42 |
| WSC | WillScot Mobile Mini Hldgs Corp. | 0.019 | 3 | $33.45 | $23.63 | $21.91 | 7.85 | $44.91 |
| VLO | Valero Energy | 0.020 | 1 | $104.69 | $102.60 | 2.04 | $179.47 | |
| SAIC | Science Applications International Corp. | 0.020 | 1 | $111.70 | $94.68 | 17.98 | $155.83 | |
| UNFI | United Natural Foods | 0.021 | 1 | $24.59 | $8.58 | 186.60 | $34.76 | |
| HPE | Hewlett Packard Enterprise | 0.021 | 2 | $21.35 | $12.79 | $11.97 | 6.85 | $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 | $95.81 | $94.46 | 1.43 | $145.10 |
| UGI | UGI Corp. | 0.021 | 3 | $28.23 | $31.02 | $21.14 | 46.74 | $34.16 |
| AVTR | Avantor arinc. | 0.021 | 3 | $21.07 | $15.13 | $14.93 | 1.34 | $28.00 |
* "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.