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 |
| KKR | KKR & Co. L.P. | 0.034 | 4 | $147.91 | $104.80 | $91.39 | 14.67 | $170.19 |
| UBER | Uber Technologies Inc. | 0.034 | 2 | $60.32 | $71.13 | $54.84 | 29.70 | $87.00 |
| MDLZ | Mondelez International | 0.034 | 1 | $59.73 | $67.57 | $53.58 | 26.11 | $74.46 |
| NFLX | Netflix Inc. | 0.033 | 4 | $891.32 | $922.74 | $542.01 | 70.24 | $1064.50 |
| LBRDK | Liberty Broadband Corp. CL C | 0.033 | 3 | $74.76 | $86.22 | $46.46 | 85.58 | $101.50 |
| NAVI | Navient Corp. | 0.033 | 1 | $11.94 | $11.94 | 0.00 | $16.82 | |
| PM | Philip Morris Intl. | 0.032 | 4 | $120.35 | $159.34 | $84.94 | 87.59 | $159.35 |
| BP | BP plc | 0.032 | 2 | $32.07 | $27.44 | 16.87 | $38.20 | |
| XYZ | Block Inc. | 0.031 | 1 | $53.31 | $52.25 | 2.03 | $99.26 | |
| GM | General Motors | 0.030 | 5 | $49.05 | $46.44 | $38.68 | 20.06 | $60.95 |
| SBUX | Starbucks Corp. | 0.030 | 4 | $91.25 | $91.05 | $70.02 | 30.03 | $117.46 |
| HPQ | HP Inc. | 0.030 | 2 | $32.63 | $23.27 | $23.27 | 0.00 | $39.07 |
| MET | MetLife Inc. | 0.030 | 2 | $81.88 | $77.37 | $65.87 | 17.46 | $88.48 |
| PCOR | Procore Technologies Inc. | 0.030 | 1 | $74.93 | $61.57 | $49.46 | 24.48 | $88.92 |
| CNX | CNX Resources Corp. | 0.030 | 1 | $31.59 | $22.82 | 38.43 | $41.93 | |
| UNP | Union Pacific | 0.030 | 1 | $228.08 | $228.74 | $214.96 | 6.41 | $255.44 |
| KHC | Kraft Heinz Co. | 0.029 | 2 | $30.71 | $30.75 | $26.90 | 14.31 | $37.12 |
| TRUP | Trupanion Inc. | 0.028 | 1 | $35.56 | $19.69 | 80.60 | $57.90 | |
| NVRO-OLD | Nevro Corp. | 0.028 | 1 | $5.72 | $3.17 | 80.44 | $17.63 | |
| HCC | Warrior Met Coal Inc. | 0.028 | 1 | $54.24 | $43.80 | $43.80 | 0.00 | $75.21 |
| ELV | Elevance Health Inc. | 0.027 | 3 | $368.90 | $439.30 | $360.70 | 21.79 | $560.90 |
| LVS | Las Vegas Sands Corp. | 0.027 | 3 | $51.36 | $36.17 | $36.07 | 0.28 | $56.28 |
| TSLA | Tesla Inc. | 0.027 | 2 | $403.84 | $267.89 | $138.80 | 93.00 | $488.54 |
| KD | Kyndryl Holdings Inc | 0.027 | 2 | $30.72 | $19.24 | 59.67 | $43.61 | |
| INTC | Intel Corp. | 0.026 | 3 | $20.05 | $21.86 | $18.51 | 18.10 | $41.22 |
| CMA | Comerica Inc. | 0.026 | 2 | $54.18 | $43.08 | 25.77 | $71.76 | |
| CNC | Centene Corp. | 0.026 | 1 | $60.58 | $62.15 | $55.03 | 12.94 | $80.59 |
| GPN | Global Payments Inc. | 0.026 | 1 | $112.06 | $93.40 | $90.74 | 2.93 | $128.08 |
| HII | Huntington Ingalls Industries | 0.026 | 1 | $200.58 | $157.65 | 27.23 | $282.30 | |
| IDCC | InterDigital Inc. | 0.026 | 1 | $198.19 | $94.10 | 110.62 | $231.97 | |
| SCHW | Charles Schwab Corp. | 0.025 | 7 | $74.01 | $75.06 | $60.36 | 24.35 | $84.22 |
| LBTYA | Liberty Global Ltd CL A | 0.025 | 3 | $12.76 | $11.23 | $8.29 | 35.46 | $14.30 |
| CDW | CDW Corp. | 0.025 | 3 | $174.04 | $151.54 | $151.54 | 0.00 | $260.18 |
| IAC | IAC Inc. | 0.025 | 3 | $43.14 | $37.61 | $32.81 | 14.63 | $48.28 |
| HON | Honeywell Int'l Inc. | 0.025 | 2 | $225.83 | $209.80 | $185.81 | 12.91 | $240.29 |
| JOE | St. Joe Co. | 0.025 | 1 | $45.19 | $42.81 | 5.56 | $64.17 | |
| CAH | Cardinal Health Inc. | 0.025 | 1 | $137.01 | $92.01 | 48.91 | $139.15 | |
| CACI | CACI International Inc. | 0.025 | 1 | $390.65 | $318.60 | 22.61 | $588.26 | |
| CMG | Chipotle Mexican Grill Inc. | 0.025 | 1 | $60.30 | $49.84 | $47.55 | 4.82 | $69.26 |
| TEAM | Atlassian Corp. | 0.025 | 1 | $243.38 | $199.14 | $135.29 | 47.19 | $326.00 |
| ODP | ODP Corp. | 0.025 | 1 | $20.21 | $19.66 | 2.80 | $58.13 | |
| AVGO | Broadcom Inc. | 0.024 | 3 | $231.84 | $160.74 | $118.31 | 35.86 | $250.45 |
| NOW | ServiceNow Inc. | 0.024 | 2 | $1060.11 | $769.35 | $637.99 | 20.59 | $1198.09 |
| MCHP | Microchip Technology | 0.024 | 2 | $43.58 | $43.58 | 0.00 | $98.59 | |
| MOH | Molina Healthcare Inc. | 0.024 | 1 | $342.73 | $262.32 | 30.65 | $384.35 | |
| REAL | RealReal Inc. | 0.024 | 1 | $7.79 | $1.52 | 412.50 | $11.38 | |
| 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 | $1383.91 | $1114.14 | 24.21 | $1424.68 |
| TNL | Travel Leisure Co. | 0.023 | 1 | $43.53 | $38.61 | 12.74 | $58.26 | |
| AMD | Advanced Micro Devices | 0.023 | 1 | $120.79 | $98.41 | $94.73 | 3.88 | $187.28 |
| ARCH-OLD | Arch Resources Inc. | 0.022 | 2 | $141.23 | $134.76 | $116.05 | 16.12 | $185.75 |
| APH | Amphenol Corp. | 0.022 | 2 | $69.45 | $63.23 | $54.23 | 16.60 | $79.18 |
| WIX | Wix.com Ltd. | 0.022 | 2 | $214.55 | $154.47 | $117.58 | 31.37 | $247.11 |
| DOW | Dow Inc. | 0.022 | 1 | $31.89 | $31.89 | 0.00 | $57.18 | |
| RNR | RenaissanceRe Holdings Ltd. | 0.022 | 1 | $248.81 | $245.33 | $208.00 | 17.95 | $299.06 |
| TSN | Tyson Foods | 0.021 | 3 | $57.44 | $63.58 | $52.36 | 21.43 | $65.82 |
| DAC | Danaos Corp. | 0.021 | 1 | $82.90 | $67.42 | 22.96 | $95.55 | |
| RYCEF | Rolls Royce Holdings plc | 0.021 | 1 | $6.31 | $2.36 | 167.37 | $6.86 | |
| ALL | Allstate Corp. | 0.020 | 2 | $192.79 | $203.13 | $154.43 | 31.54 | $212.91 |
| SEB | Seaboard Corp. | 0.020 | 2 | $2429.62 | $2728.90 | $2363.15 | 15.48 | $3403.15 |
| MGA | Magna International Inc. | 0.020 | 1 | $41.79 | $33.10 | $33.10 | 0.00 | $51.14 |
| EIX | Edison Int'l | 0.020 | 1 | $60.81 | $55.27 | 10.02 | $87.71 | |
| DOX | Amdocs Ltd. | 0.020 | 1 | $88.16 | $72.71 | 21.25 | $92.28 | |
| DINO | HF Sinclair Corp. | 0.019 | 1 | $35.05 | $30.26 | $29.37 | 3.03 | $61.18 |
| NWL | Newell Brands Inc. | 0.019 | 1 | $9.96 | $5.72 | $5.24 | 9.16 | $11.65 |
| DTM | Dt Midstream Inc | 0.019 | 1 | $101.42 | $49.14 | 106.39 | $114.50 | |
| MCD | McDonald's Corp. | 0.018 | 4 | $289.89 | $313.68 | $239.29 | 31.09 | $326.32 |
| PVH | PVH Corp. | 0.018 | 2 | $105.75 | $68.75 | $62.91 | 9.28 | $124.52 |
| BN | Brookfield Corp. | 0.018 | 2 | $57.45 | $51.57 | $37.92 | 36.00 | $62.66 |
| PAYC | Paycom Software Inc. | 0.018 | 2 | $204.97 | $207.72 | $138.71 | 49.75 | $242.31 |
| CNI | Canadian Natl Railway Co. | 0.018 | 2 | $101.50 | $99.04 | $93.64 | 5.77 | $129.05 |
| QDEL | QuidelOrtho Corp. | 0.018 | 1 | $32.75 | $29.74 | 10.12 | $49.45 | |
| KMI | Kinder Morgan | 0.017 | 2 | $27.40 | $28.07 | $16.73 | 67.78 | $31.15 |
| FTRE | Fortrea Holdings Inc | 0.017 | 2 | $15.09 | $14.27 | 5.75 | $41.02 | |
| TLN | Talen Energy Corp | 0.017 | 1 | $201.47 | $197.64 | $90.89 | 117.45 | $258.03 |
| SWX | Southwest Gas Holdings Inc. | 0.017 | 1 | $70.71 | $71.57 | $62.73 | 14.09 | $79.64 |
| DPZ | Dominos Pizza Inc. | 0.017 | 1 | $419.76 | $462.59 | $391.71 | 18.10 | $535.25 |
| FLG | Flagstar Financial Inc. | 0.017 | 1 | $10.68 | $7.81 | 36.75 | $13.33 | |
| LIVN | LivaNova PLC | 0.017 | 1 | $37.54 | $36.85 | 1.87 | $64.48 | |
| CNK | Cinemark Holdings Inc. | 0.017 | 1 | $30.98 | $24.50 | $16.27 | 50.58 | $36.16 |
| TMO | Thermo Fisher Scientific | 0.016 | 3 | $520.23 | $476.20 | $476.20 | 0.00 | $626.49 |
| HUM | Humana Inc. | 0.016 | 2 | $253.71 | $265.83 | $211.87 | 25.47 | $402.60 |
| LEN | Lennar Corp. | 0.016 | 2 | $122.48 | $109.55 | $109.55 | 0.00 | $192.55 |
| GSK | GSK plc | 0.016 | 2 | $33.82 | $38.65 | $31.37 | 23.21 | $44.38 |
| UAL | United Airlines Holdings Inc. | 0.016 | 1 | $97.10 | $62.68 | $37.02 | 69.31 | $116.00 |
| SWKS | Skyworks Solutions Inc. | 0.016 | 1 | $60.45 | $60.45 | 0.00 | $117.89 | |
| LIN | Linde plc | 0.016 | 1 | $418.67 | $466.13 | $408.47 | 14.12 | $484.40 |
| TEL | TE Connectivity plc | 0.015 | 5 | $142.97 | $133.68 | $133.68 | 0.00 | $156.33 |
| GNRC | Generac Holdings Inc. | 0.015 | 3 | $155.05 | $119.05 | $119.05 | 0.00 | $195.94 |
| WTW | Willis Towers Watson plc | 0.015 | 3 | $313.24 | $335.18 | $242.14 | 38.42 | $343.20 |
| FCX | Freeport-McMoran Inc. | 0.015 | 3 | $38.08 | $35.45 | $33.98 | 4.33 | $54.70 |
| LEA | Lear Corp. | 0.015 | 1 | $91.85 | $83.58 | $83.58 | 0.00 | $140.94 |
| LOAR | Loar Holdings Inc | 0.015 | 1 | $74.64 | $42.57 | 75.33 | $96.99 | |
| CWH | Camping World Holdings Inc. | 0.015 | 1 | $22.70 | $17.10 | 32.75 | $28.09 | |
| JEF | Jefferies Financial Group Inc. | 0.015 | 1 | $78.40 | $49.09 | $39.80 | 23.34 | $82.21 |
| CSWI | CSW Industrials Inc. | 0.015 | 1 | $283.67 | $226.63 | 25.17 | $436.18 | |
| SZCRF | SCOR SE | 0.015 | 1 | $21.81 | $21.81 | 0.00 | $34.00 | |
| CMI | Cummins Inc. | 0.014 | 3 | $348.60 | $297.53 | $257.45 | 15.57 | $386.06 |
| SAP | SAP SE | 0.014 | 3 | $245.00 | $265.86 | $172.91 | 53.76 | $293.70 |
| XOM | Exxon Mobil Corp. | 0.014 | 3 | $107.57 | $114.18 | $103.67 | 10.14 | $124.20 |
* "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.