No. of buys/adds (reported so far): 897
Q4 2024
| Symbol | Stock | % | Buys▼ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| MSFT | Microsoft Corp. | 0.068 | 12 | $421.50 | $375.39 | $367.24 | 2.22 | $465.64 |
| FERG | Ferguson Enterprises Inc. | 0.088 | 6 | $173.57 | $160.23 | $151.75 | 5.59 | $221.03 |
| EFX | Equifax Inc. | 0.067 | 6 | $254.85 | $243.56 | $211.74 | 15.03 | $308.65 |
| BRK.B | Berkshire Hathaway CL B | 0.016 | 6 | $453.28 | $532.58 | $395.66 | 34.61 | $537.63 |
| PDD | Pinduoduo Inc. | 0.189 | 5 | $96.99 | $118.35 | $88.01 | 34.47 | $164.69 |
| CVS | CVS Health Corp. | 0.160 | 5 | $44.89 | $67.75 | $43.01 | 57.52 | $76.49 |
| CSGP | CoStar Group Inc. | 0.140 | 5 | $71.59 | $79.23 | $68.26 | 16.07 | $96.98 |
| FLUT | Flutter Entertainment Plc | 0.066 | 5 | $258.45 | $221.55 | $174.03 | 27.31 | $299.73 |
| TSM | Taiwan Semiconductor S.A. | 0.061 | 5 | $197.49 | $166.00 | $124.05 | 33.82 | $225.52 |
| UNH | United Health Group Inc. | 0.044 | 5 | $505.86 | $523.75 | $429.51 | 21.94 | $625.65 |
| SBUX | Starbucks Corp. | 0.036 | 5 | $91.25 | $98.09 | $70.02 | 40.09 | $117.46 |
| LPLA | LPL Financial Holdings Inc. | 0.033 | 5 | $326.51 | $327.14 | $186.55 | 75.36 | $383.67 |
| GOOGL | Alphabet Inc. | 0.028 | 5 | $189.30 | $154.64 | $146.88 | 5.28 | $206.81 |
| BAC | Bank of America Corp. | 0.013 | 5 | $43.95 | $41.73 | $33.33 | 25.20 | $47.68 |
| UBER | Uber Technologies Inc. | 0.005 | 5 | $60.32 | $72.86 | $54.84 | 32.86 | $87.00 |
| AON | Aon Plc | 0.003 | 5 | $359.16 | $399.09 | $265.89 | 50.10 | $412.97 |
| EL | Estee Lauder Cos. | 0.130 | 4 | $74.98 | $66.00 | $61.70 | 6.97 | $152.29 |
| COF | Capital One Financial | 0.124 | 4 | $178.32 | $179.30 | $126.86 | 41.34 | $210.67 |
| LLY | Eli Lilly & Co. | 0.122 | 4 | $772.00 | $825.91 | $710.18 | 16.30 | $969.25 |
| TMO | Thermo Fisher Scientific | 0.104 | 4 | $520.23 | $497.60 | $484.27 | 2.75 | $626.49 |
| HCA | HCA Healthcare Inc. | 0.079 | 4 | $300.14 | $345.55 | $289.33 | 19.43 | $415.32 |
| LRCX | Lam Research | 0.073 | 4 | $72.23 | $72.70 | $68.45 | 6.21 | $111.97 |
| HUM | Humana Inc. | 0.060 | 4 | $253.71 | $264.60 | $211.87 | 24.89 | $402.60 |
| INTU | Intuit Inc. | 0.056 | 4 | $628.50 | $613.99 | $553.24 | 10.98 | $713.59 |
| ICE | Intercontinental Exchange Inc. | 0.044 | 4 | $149.01 | $172.50 | $122.88 | 40.38 | $177.45 |
| ICLR | ICON plc | 0.043 | 4 | $209.71 | $174.99 | $168.00 | 4.16 | $347.72 |
| SCHW | Charles Schwab Corp. | 0.038 | 4 | $74.01 | $78.28 | $60.36 | 29.69 | $84.22 |
| BAX | Baxter International Inc. | 0.037 | 4 | $29.16 | $34.23 | $28.20 | 21.38 | $42.85 |
| EOG | EOG Resources | 0.032 | 4 | $122.58 | $128.24 | $114.14 | 12.35 | $137.86 |
| NKE | NIKE Inc. | 0.030 | 4 | $75.67 | $63.48 | $62.65 | 1.32 | $96.62 |
| DG | Dollar General | 0.028 | 4 | $75.82 | $87.93 | $66.43 | 32.36 | $160.38 |
| SDRL | Seadrill Ltd | 0.026 | 4 | $38.93 | $25.00 | $22.07 | 13.28 | $56.46 |
| META | Meta Platforms Inc. | 0.022 | 4 | $585.51 | $576.36 | $412.99 | 39.56 | $740.25 |
| AMT | American Tower Corp. | 0.009 | 4 | $183.41 | $217.60 | $166.36 | 30.80 | $239.67 |
| EXE | Expand Energy Corp. | 0.004 | 4 | $99.55 | $111.32 | $68.06 | 63.56 | $112.23 |
| SPY | SPDR S&P 500 ETF Trust | 0.004 | 4 | $586.05 | $559.39 | $487.65 | 14.71 | $611.39 |
| MDT | Medtronic plc | 0.004 | 4 | $79.88 | $89.86 | $74.13 | 21.22 | $95.49 |
| V | Visa Inc. | 0.004 | 4 | $316.04 | $350.46 | $251.29 | 39.46 | $366.54 |
| AAPL | Apple Inc. | 0.002 | 4 | $250.42 | $222.13 | $163.30 | 36.03 | $259.81 |
| POOL | Pool Corp. | 0.001 | 4 | $340.93 | $318.35 | $290.48 | 9.59 | $398.18 |
| OSK | Oshkosh Corp. | 0.137 | 3 | $95.07 | $94.08 | $88.66 | 6.11 | $125.80 |
| KHC | Kraft Heinz Co. | 0.132 | 3 | $30.71 | $30.43 | $26.90 | 13.12 | $37.12 |
| APTV | Aptiv PLC | 0.064 | 3 | $60.48 | $59.50 | $51.47 | 15.60 | $85.56 |
| SNRE | Sunrise Communicat Cl A | 0.056 | 3 | $43.08 | $48.29 | $42.51 | 13.60 | $50.63 |
| AMZN | Amazon.com Inc. | 0.046 | 3 | $219.39 | $190.26 | $151.61 | 25.49 | $242.52 |
| CNC | Centene Corp. | 0.044 | 3 | $60.58 | $60.71 | $55.03 | 10.32 | $80.59 |
| ELV | Elevance Health Inc. | 0.042 | 3 | $368.90 | $434.96 | $360.70 | 20.59 | $560.90 |
| CME | CME Group | 0.033 | 3 | $232.23 | $265.29 | $183.31 | 44.72 | $267.91 |
| CMCSA | Comcast Corp. | 0.030 | 3 | $37.53 | $36.90 | $32.50 | 13.54 | $44.93 |
| BIO | Bio-Rad Laboratories Inc. | 0.027 | 3 | $328.51 | $243.56 | $235.84 | 3.27 | $387.99 |
| UGI | UGI Corp. | 0.021 | 3 | $28.23 | $33.07 | $21.14 | 56.43 | $34.10 |
| AVTR | Avantor arinc. | 0.021 | 3 | $21.07 | $16.21 | $15.37 | 5.47 | $28.00 |
| WSC | WillScot Mobile Mini Hldgs Corp. | 0.019 | 3 | $33.45 | $27.80 | $26.91 | 3.31 | $45.44 |
| IAC | IAC Inc. | 0.018 | 3 | $43.14 | $45.94 | $39.61 | 15.98 | $58.29 |
| HLT | Hilton Worldwide Holdings | 0.017 | 3 | $247.16 | $227.55 | $193.36 | 17.68 | $275.07 |
| BN | Brookfield Corp. | 0.015 | 3 | $57.45 | $52.41 | $37.92 | 38.21 | $62.66 |
| CHTR | Charter Communications | 0.013 | 3 | $342.77 | $368.53 | $236.08 | 56.10 | $415.27 |
| WCC | WESCO International Inc. | 0.012 | 3 | $180.96 | $155.30 | $141.97 | 9.39 | $215.09 |
| HDB | HDFC Bank Ltd. | 0.012 | 3 | $63.86 | $66.44 | $54.36 | 22.22 | $68.50 |
| CRH | CRH plc | 0.011 | 3 | $92.52 | $87.97 | $70.37 | 25.01 | $110.54 |
| VSH | Vishay Intertechnology | 0.011 | 3 | $16.94 | $15.90 | $14.78 | 7.58 | $24.27 |
| ORCL | Oracle Corp. | 0.011 | 3 | $166.64 | $139.81 | $111.94 | 24.90 | $197.82 |
| CP | Canadian Pacific Kansas City | 0.011 | 3 | $72.37 | $70.21 | $68.00 | 3.25 | $88.63 |
| IWF | iShares Russell 1000 Growth ETF | 0.009 | 3 | $401.60 | $361.09 | $313.75 | 15.09 | $418.65 |
| SLB | Schlumberger Ltd. | 0.008 | 3 | $38.34 | $41.80 | $36.27 | 15.25 | $54.21 |
| LEVI | Levi Strauss & Co. | 0.007 | 3 | $17.30 | $15.59 | $15.42 | 1.10 | $23.81 |
| ZTS | Zoetis Inc. | 0.007 | 3 | $162.93 | $164.65 | $143.68 | 14.59 | $199.25 |
| YUM | Yum! Brands Inc. | 0.006 | 3 | $134.16 | $157.36 | $121.56 | 29.45 | $163.30 |
| IFF | International Flavors & Fragrances Inc. | 0.006 | 3 | $84.55 | $77.61 | $75.73 | 2.48 | $105.74 |
| FDX | FedEx Corp. | 0.005 | 3 | $281.33 | $243.78 | $217.22 | 12.23 | $309.09 |
| VEEV | Veeva Systems Inc. | 0.004 | 3 | $210.25 | $231.63 | $170.25 | 36.05 | $258.93 |
| MEDP | Medpace Holdings Inc. | 0.003 | 3 | $332.23 | $304.69 | $289.01 | 5.43 | $459.77 |
| BAH | Booz Allen Hamilton Hldg Corp. | 0.002 | 3 | $128.70 | $104.58 | $101.05 | 3.49 | $189.07 |
| ENTG | Entegris Inc. | 0.002 | 3 | $99.06 | $87.48 | $84.75 | 3.22 | $147.16 |
| HOLX | Hologic Inc. | 0.002 | 3 | $72.09 | $61.77 | $60.34 | 2.37 | $84.67 |
| UNP | Union Pacific | 0.002 | 3 | $228.04 | $236.24 | $214.96 | 9.90 | $255.44 |
| COST | Costco Co. | 0.001 | 3 | $916.28 | $945.78 | $693.47 | 36.38 | $1078.24 |
| TXN | Texas Instruments | 0.001 | 3 | $187.51 | $179.70 | $154.78 | 16.10 | $218.77 |
| TFC | Truist Financial Corp. | 0.000 | 3 | $43.38 | $41.15 | $33.44 | 23.06 | $48.51 |
| DAR | Darling Ingredients Inc. | 0.124 | 2 | $33.69 | $31.24 | $27.20 | 14.85 | $48.39 |
| WFRD | Weatherford International plc | 0.082 | 2 | $71.63 | $53.55 | $51.24 | 4.51 | $133.80 |
| DINO | HF Sinclair Corp. | 0.075 | 2 | $35.05 | $32.88 | $29.37 | 11.95 | $61.18 |
| GT | Goodyear Tire & Rubber | 0.072 | 2 | $9.00 | $9.24 | $7.27 | 27.10 | $13.78 |
| QSR | Restaurant Brands International | 0.070 | 2 | $65.18 | $66.64 | $59.13 | 12.70 | $76.58 |
| GOOG | Alphabet Inc. CL C | 0.056 | 2 | $190.44 | $156.23 | $147.86 | 5.66 | $208.46 |
| ASML | ASML Holding NV | 0.048 | 2 | $693.07 | $662.63 | $644.07 | 2.88 | $1103.11 |
| ABNB | Airbnb Inc. | 0.043 | 2 | $131.41 | $119.46 | $110.38 | 8.23 | $166.74 |
| DHR | Danaher Corp. | 0.041 | 2 | $229.55 | $205.00 | $196.50 | 4.33 | $280.67 |
| MNST | Monster Beverage Corp. | 0.041 | 2 | $52.56 | $58.52 | $43.32 | 35.09 | $59.56 |
| BMY | Bristol-Myers Squibb | 0.041 | 2 | $56.56 | $60.99 | $38.18 | 59.74 | $63.33 |
| AMGN | Amgen | 0.039 | 2 | $260.64 | $311.55 | $251.27 | 23.99 | $338.98 |
| JPM | JPMorgan Chase & Co. | 0.037 | 2 | $239.71 | $245.30 | $176.22 | 39.20 | $280.25 |
| LUV | Southwest Airlines | 0.036 | 2 | $33.62 | $33.58 | $23.18 | 44.87 | $35.72 |
| LLYVK | Liberty Media Corp. Series C Live | 0.036 | 2 | $68.06 | $68.14 | $33.50 | 103.40 | $81.66 |
| ZBH | Zimmer Biomet Holdings | 0.036 | 2 | $105.63 | $113.18 | $97.48 | 16.11 | $130.45 |
| CSX | CSX Corp. | 0.035 | 2 | $32.27 | $29.43 | $28.98 | 1.55 | $36.83 |
| WFC | Wells Fargo | 0.035 | 2 | $70.24 | $71.79 | $49.24 | 45.80 | $81.30 |
| BABA | Alibaba Group Holdings | 0.032 | 2 | $84.79 | $132.23 | $66.91 | 97.62 | $148.43 |
| BA | Boeing Co. | 0.031 | 2 | $177.00 | $170.55 | $137.03 | 24.46 | $196.95 |
| IQV | IQVIA Holdings Inc. | 0.030 | 2 | $196.51 | $176.30 | $169.37 | 4.09 | $253.84 |
* "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.