No. of sells/reductions (reported so far): 969
Q4 2024 and Q1 2025
| Symbol | Stock | % | Sells▼ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| GOOG | Alphabet Inc. CL C | 0.142 | 17 | $190.44 | $147.74 | $147.54 | 0.14 | $208.46 |
| GOOGL | Alphabet Inc. | 0.127 | 17 | $189.30 | $145.60 | $145.38 | 0.15 | $206.81 |
| AMZN | Amazon.com Inc. | 0.206 | 16 | $219.39 | $171.00 | $151.61 | 12.79 | $242.52 |
| MSFT | Microsoft Corp. | 0.138 | 15 | $421.50 | $359.84 | $359.48 | 0.10 | $465.64 |
| META | Meta Platforms Inc. | 0.096 | 14 | $585.51 | $504.73 | $412.99 | 22.21 | $740.25 |
| WFC | Wells Fargo | 0.188 | 11 | $70.24 | $60.98 | $49.24 | 23.84 | $81.30 |
| UNH | United Health Group Inc. | 0.141 | 11 | $505.86 | $525.05 | $429.51 | 22.24 | $625.65 |
| V | Visa Inc. | 0.098 | 11 | $316.04 | $313.13 | $251.29 | 24.61 | $366.54 |
| AAPL | Apple Inc. | 0.134 | 9 | $250.42 | $188.38 | $163.30 | 15.36 | $259.81 |
| DIS | Walt Disney Co. | 0.121 | 9 | $111.35 | $83.53 | $83.08 | 0.54 | $118.59 |
| MA | Mastercard Inc. | 0.061 | 9 | $526.57 | $489.77 | $427.66 | 14.52 | $582.23 |
| BRK.A | Berkshire Hathaway CL A | 0.094 | 8 | $680919.41 | $742540.00 | $596000.00 | 24.59 | $808029.50 |
| COF | Capital One Financial | 0.071 | 8 | $178.32 | $150.57 | $126.86 | 18.69 | $210.67 |
| GS | Goldman Sachs Group | 0.055 | 8 | $572.58 | $470.81 | $378.76 | 24.30 | $668.87 |
| CRM | Salesforce.com | 0.168 | 7 | $334.33 | $240.76 | $211.10 | 14.05 | $368.58 |
| C | Citigroup Inc. | 0.121 | 7 | $70.60 | $58.13 | $52.67 | 10.37 | $84.74 |
| CHTR | Charter Communications | 0.102 | 7 | $342.77 | $338.29 | $236.08 | 43.29 | $415.27 |
| ORCL | Oracle Corp. | 0.077 | 7 | $166.64 | $128.27 | $111.94 | 14.59 | $197.82 |
| FI | Fiserv Inc. | 0.068 | 7 | $205.42 | $198.60 | $145.98 | 36.05 | $238.59 |
| BRK.B | Berkshire Hathaway CL B | 0.068 | 7 | $453.29 | $493.54 | $395.66 | 24.74 | $539.00 |
| PYPL | PayPal Holdings Inc. | 0.039 | 7 | $85.35 | $58.37 | $56.97 | 2.46 | $93.66 |
| USB | U.S. Bancorp | 0.036 | 7 | $47.83 | $36.83 | $35.74 | 3.05 | $52.79 |
| SCHW | Charles Schwab Corp. | 0.025 | 7 | $74.01 | $69.06 | $60.36 | 14.41 | $84.22 |
| PEP | PepsiCo Inc. | 0.013 | 7 | $152.06 | $146.61 | $140.27 | 4.52 | $177.51 |
| AXP | American Express | 0.009 | 7 | $296.79 | $233.68 | $212.12 | 10.16 | $325.20 |
| BKNG | Booking Holdings Inc. | 0.099 | 6 | $4968.51 | $4284.02 | $3160.92 | 35.53 | $5326.33 |
| MCO | Moody's Corp. | 0.036 | 6 | $473.37 | $402.43 | $357.34 | 12.62 | $530.93 |
| LAD | Lithia Motors Inc. | 0.163 | 5 | $357.43 | $282.06 | $241.29 | 16.90 | $404.99 |
| BMY | Bristol-Myers Squibb | 0.064 | 5 | $56.56 | $55.30 | $37.77 | 46.41 | $62.65 |
| BAC | Bank of America Corp. | 0.061 | 5 | $43.95 | $34.39 | $33.33 | 3.18 | $47.68 |
| TSM | Taiwan Semiconductor S.A. | 0.053 | 5 | $197.49 | $146.80 | $124.05 | 18.34 | $225.52 |
| CBRE | CBRE Group | 0.050 | 5 | $131.29 | $118.08 | $84.24 | 40.17 | $147.75 |
| JPM | JPMorgan Chase & Co. | 0.047 | 5 | $239.71 | $210.28 | $175.14 | 20.06 | $278.53 |
| BK | Bank of New York Mellon Corp. | 0.043 | 5 | $76.83 | $73.31 | $51.27 | 42.99 | $90.34 |
| FIS | Fidelity National Information Services | 0.041 | 5 | $80.77 | $69.90 | $65.47 | 6.77 | $91.08 |
| GM | General Motors | 0.030 | 5 | $49.05 | $44.18 | $38.68 | 14.22 | $60.95 |
| TEL | TE Connectivity plc | 0.015 | 5 | $142.97 | $122.00 | $120.99 | 0.83 | $156.33 |
| NVDA | NVIDIA Corp. | 0.013 | 5 | $134.29 | $94.31 | $75.58 | 24.78 | $153.12 |
| JNJ | Johnson & Johnson | 0.005 | 5 | $144.62 | $153.24 | $138.68 | 10.50 | $169.99 |
| CRH | CRH plc | 0.194 | 4 | $92.51 | $80.87 | $70.37 | 14.92 | $110.54 |
| EQH | Equitable Holdings Inc. | 0.112 | 4 | $47.17 | $45.10 | $34.72 | 29.90 | $55.74 |
| VST | Vistra Corp. | 0.095 | 4 | $137.87 | $98.07 | $63.73 | 53.88 | $199.50 |
| FICO | Fair Isaac Corp. | 0.083 | 4 | $1990.93 | $1673.98 | $1105.65 | 51.40 | $2402.52 |
| PFE | Pfizer Inc. | 0.067 | 4 | $26.53 | $22.97 | $22.95 | 0.09 | $30.55 |
| INTU | Intuit Inc. | 0.060 | 4 | $628.50 | $561.53 | $553.24 | 1.50 | $713.59 |
| CVS | CVS Health Corp. | 0.051 | 4 | $44.89 | $63.66 | $43.01 | 48.01 | $71.85 |
| KMX | CarMax Inc. | 0.046 | 4 | $81.76 | $75.72 | $65.83 | 15.02 | $91.25 |
| THC | Tenet Healthcare Corp. | 0.034 | 4 | $126.23 | $120.35 | $90.03 | 33.68 | $171.20 |
| KKR | KKR & Co. L.P. | 0.034 | 4 | $147.91 | $92.79 | $88.76 | 4.54 | $170.19 |
| NFLX | Netflix Inc. | 0.033 | 4 | $891.32 | $855.86 | $542.01 | 57.90 | $1064.50 |
| PM | Philip Morris Intl. | 0.032 | 4 | $120.35 | $150.62 | $84.94 | 77.33 | $163.08 |
| SBUX | Starbucks Corp. | 0.030 | 4 | $91.25 | $82.10 | $70.02 | 17.25 | $117.46 |
| MCD | McDonald's Corp. | 0.018 | 4 | $289.89 | $300.11 | $239.29 | 25.42 | $326.32 |
| SOLV | Solventum Corp | 0.009 | 4 | $66.06 | $66.20 | $47.16 | 40.37 | $85.92 |
| CSCO | Cisco Systems | 0.007 | 4 | $59.20 | $54.54 | $43.57 | 25.18 | $66.06 |
| SPGI | S&P Global Inc. | 0.006 | 4 | $498.03 | $451.50 | $404.65 | 11.58 | $544.41 |
| TXN | Texas Instruments | 0.004 | 4 | $187.51 | $151.39 | $150.96 | 0.28 | $218.77 |
| PG | Procter & Gamble | 0.003 | 4 | $167.65 | $163.75 | $150.79 | 8.59 | $179.99 |
| RTX | RTX Corp. | 0.002 | 4 | $115.72 | $117.45 | $97.32 | 20.68 | $136.17 |
| CMCSA | Comcast Corp. | 0.002 | 4 | $37.53 | $33.38 | $32.21 | 3.63 | $44.53 |
| HD | Home Depot | 0.001 | 4 | $388.99 | $353.90 | $315.91 | 12.03 | $434.31 |
| WCC | WESCO International Inc. | 0.187 | 3 | $180.96 | $136.08 | $129.26 | 5.28 | $215.09 |
| CPNG | Coupang Inc. | 0.146 | 3 | $21.98 | $20.06 | $18.16 | 10.46 | $26.91 |
| JD | JD.com Inc. | 0.118 | 3 | $34.67 | $36.81 | $24.13 | 52.55 | $47.82 |
| CNR | Core Natural Resources Inc. | 0.111 | 3 | $106.68 | $63.72 | $58.19 | 9.50 | $134.41 |
| APO | Apollo Global Management | 0.091 | 3 | $165.16 | $108.68 | $94.18 | 15.40 | $188.95 |
| IBKR | Interactive Brokers Group Inc. | 0.087 | 3 | $177.13 | $146.08 | $103.22 | 41.52 | $236.24 |
| BABA | Alibaba Group Holdings | 0.076 | 3 | $84.79 | $116.54 | $66.91 | 74.17 | $148.43 |
| BBWI | Bath & Body Works Inc. | 0.071 | 3 | $38.77 | $27.29 | $25.41 | 7.40 | $51.85 |
| FCNCA | First Citizens Bancshares | 0.061 | 3 | $2113.02 | $1571.21 | $1473.62 | 6.62 | $2410.62 |
| GEV | Ge Vernova Inc | 0.056 | 3 | $328.92 | $271.48 | $118.91 | 128.31 | $447.50 |
| WBD | Warner Bros. Discovery Inc. | 0.055 | 3 | $10.57 | $8.07 | $6.64 | 21.54 | $12.70 |
| ROP | Roper Technologies Inc. | 0.050 | 3 | $541.80 | $498.76 | 8.63 | $594.32 | |
| ADBE | Adobe Inc. | 0.049 | 3 | $444.67 | $349.07 | $348.80 | 0.08 | $587.75 |
| DAL | Delta Air Lines Inc. | 0.049 | 3 | $60.50 | $37.25 | $34.74 | 7.23 | $69.81 |
| MRK | Merck & Co. | 0.045 | 3 | $99.48 | $81.47 | $80.35 | 1.39 | $131.54 |
| WDAY | Workday Inc. | 0.043 | 3 | $258.03 | $217.14 | $199.81 | 8.67 | $294.00 |
| CTSH | Cognizant Technology Solutions | 0.037 | 3 | $76.90 | $68.74 | $63.07 | 8.99 | $90.51 |
| MDT | Medtronic plc | 0.036 | 3 | $79.88 | $82.88 | $74.13 | 11.80 | $95.49 |
| LBRDK | Liberty Broadband Corp. CL C | 0.033 | 3 | $74.76 | $77.10 | $46.46 | 65.95 | $101.50 |
| ELV | Elevance Health Inc. | 0.027 | 3 | $368.90 | $428.89 | $360.70 | 18.90 | $560.90 |
| LVS | Las Vegas Sands Corp. | 0.027 | 3 | $51.36 | $33.37 | $32.74 | 1.92 | $56.28 |
| INTC | Intel Corp. | 0.026 | 3 | $20.05 | $19.85 | $18.51 | 7.24 | $39.05 |
| LBTYA | Liberty Global Ltd CL A | 0.025 | 3 | $12.76 | $10.30 | $8.29 | 24.25 | $14.30 |
| CDW | CDW Corp. | 0.025 | 3 | $174.04 | $144.49 | $141.80 | 1.90 | $254.21 |
| IAC | IAC Inc. | 0.025 | 3 | $43.14 | $35.47 | $32.81 | 8.11 | $48.28 |
| AVGO | Broadcom Inc. | 0.024 | 3 | $231.84 | $146.29 | $118.31 | 23.65 | $250.45 |
| AZPN-OLD | Aspen Technology Inc. | 0.023 | 3 | $265.06 | $171.25 | 54.78 | $277.37 | |
| TDG | TransDigm Group Inc. | 0.023 | 3 | $1267.28 | $1237.85 | $1114.14 | 11.10 | $1424.68 |
| TSN | Tyson Foods | 0.021 | 3 | $57.44 | $59.81 | $52.36 | 14.23 | $65.82 |
| TMO | Thermo Fisher Scientific | 0.016 | 3 | $520.23 | $437.91 | $437.22 | 0.16 | $626.49 |
| GNRC | Generac Holdings Inc. | 0.015 | 3 | $155.05 | $111.86 | $105.41 | 6.12 | $195.94 |
| WTW | Willis Towers Watson plc | 0.015 | 3 | $313.24 | $308.80 | $242.14 | 27.53 | $343.20 |
| FCX | Freeport-McMoran Inc. | 0.015 | 3 | $38.08 | $29.15 | $28.49 | 2.32 | $54.70 |
| CMI | Cummins Inc. | 0.014 | 3 | $348.60 | $277.62 | $257.45 | 7.83 | $386.06 |
| SAP | SAP SE | 0.014 | 3 | $245.00 | $248.50 | $172.91 | 43.72 | $293.70 |
| XOM | Exxon Mobil Corp. | 0.014 | 3 | $107.57 | $104.34 | $103.67 | 0.65 | $124.20 |
| TEVA | Teva Pharmaceutical Industries Ltd. | 0.013 | 3 | $22.04 | $13.80 | $12.51 | 10.31 | $22.80 |
| VTRS | Viatris Inc. | 0.013 | 3 | $12.45 | $7.62 | $7.59 | 0.40 | $13.38 |
| SHW | Sherwin-Williams | 0.012 | 3 | $339.93 | $332.06 | $280.39 | 18.43 | $399.55 |
* "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.