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 |
| HIW | Highwoods Properties | 0.000 | 1 | $27.91 | $21.98 | 26.98 | $35.58 | |
| RVLV | Revolve Group Inc. | 0.000 | 1 | $33.49 | $18.90 | $14.87 | 27.10 | $39.58 |
| OKE | ONEOK Inc. | 0.002 | 1 | $92.70 | $72.92 | 27.13 | $116.82 | |
| DLO | DLocal Ltd | 0.000 | 1 | $8.36 | $6.57 | 27.25 | $16.79 | |
| HLI | Houlihan Lokey Inc. | 0.000 | 1 | $173.67 | $153.31 | $120.42 | 27.31 | $190.89 |
| CFRUY | Compagnie Financiere Richemont Switz ADR | 0.000 | 1 | $151.27 | $14.53 | $11.41 | 27.34 | $16.91 |
| UBER | Uber Technologies Inc. | 0.034 | 2 | $60.32 | $69.85 | $54.84 | 27.37 | $87.00 |
| APD | Air Products & Chemicals | 0.000 | 1 | $290.04 | $283.20 | $221.90 | 27.63 | $339.07 |
| INGR | Ingredion Inc. | 0.004 | 1 | $137.56 | $136.41 | $106.87 | 27.64 | $153.62 |
| ET | Energy Transfer LP | 0.010 | 2 | $19.59 | $17.73 | $13.89 | 27.65 | $21.11 |
| STNE | StoneCo Ltd. | 0.000 | 2 | $9.86 | $7.72 | 27.72 | $17.93 | |
| INDV | Indivior Plc | 0.003 | 1 | $9.38 | $7.33 | 27.97 | $22.53 | |
| VRTX | Vertex Pharmaceuticals | 0.007 | 1 | $402.67 | $484.01 | $377.85 | 28.10 | $519.88 |
| SBAC | SBA Communications Corp. | 0.000 | 1 | $203.80 | $230.87 | $180.17 | 28.14 | $250.22 |
| UDR | UDR Inc. | 0.000 | 1 | $43.70 | $34.08 | 28.23 | $46.61 | |
| CB | Chubb Limited | 0.007 | 2 | $276.30 | $302.46 | $235.74 | 28.30 | $306.91 |
| CARG | CarGurus Inc. | 0.001 | 1 | $27.22 | $21.18 | 28.52 | $41.33 | |
| CPAY | Corpay Inc. | 0.009 | 1 | $338.42 | $317.63 | $247.10 | 28.54 | $400.81 |
| LYFT | Lyft Inc. | 0.006 | 2 | $11.48 | $8.93 | 28.56 | $19.55 | |
| NOAH | Noah Holdings Ltd | 0.000 | 1 | $9.18 | $7.14 | 28.57 | $14.90 | |
| ASHTF | Ashtead Group plc | 0.002 | 2 | $62.13 | $70.86 | $55.11 | 28.58 | $76.84 |
| META | Meta Platforms Inc. | 0.096 | 14 | $585.51 | $531.62 | $412.99 | 28.72 | $740.25 |
| HBB | Hamilton Beach Brands Hldg Co | 0.001 | 1 | $18.18 | $14.12 | 28.75 | $31.40 | |
| FTI | TechnipFMC plc | 0.000 | 1 | $28.96 | $29.49 | $22.90 | 28.78 | $33.39 |
| XAR | SPDR S&P Aerospace & Def ETF | 0.011 | 1 | $168.83 | $131.00 | 28.88 | $181.39 | |
| MKL | Markel Group Inc. | 0.005 | 2 | $1726.23 | $1827.46 | $1417.65 | 28.91 | $2063.68 |
| GOLD | Barrick Gold Corp. | 0.007 | 2 | $15.50 | $19.38 | $15.03 | 28.94 | $21.11 |
| JBL | Jabil Inc. | 0.001 | 1 | $123.49 | $95.67 | 29.08 | $174.72 | |
| PDD | Pinduoduo Inc. | 0.000 | 2 | $96.99 | $113.67 | $88.01 | 29.16 | $164.69 |
| DNB | Dun & Bradstreet | 0.000 | 1 | $11.24 | $8.70 | 29.20 | $12.89 | |
| CCI | Crown Castle International Corp. | 0.000 | 1 | $90.76 | $107.06 | $82.81 | 29.28 | $117.05 |
| COF | Capital One Financial | 0.071 | 8 | $178.32 | $164.04 | $126.86 | 29.31 | $210.67 |
| GE | GE Aerospace | 0.011 | 2 | $166.79 | $187.63 | $144.98 | 29.42 | $214.21 |
| BR | Broadridge Financial Solutions | 0.001 | 1 | $239.91 | $185.33 | 29.45 | $247.01 | |
| CBL | CBL & Associates Pptys Inc. | 0.008 | 1 | $24.82 | $19.17 | 29.47 | $32.15 | |
| CIEN | Ciena Corp. | 0.001 | 1 | $56.19 | $43.30 | 29.77 | $101.44 | |
| JPM | JPMorgan Chase & Co. | 0.047 | 5 | $239.71 | $228.69 | $176.22 | 29.78 | $280.25 |
| EMBC | Embecta Corp | 0.000 | 2 | $20.65 | $12.37 | $9.53 | 29.80 | $21.08 |
| CI | Cigna Group | 0.000 | 3 | $276.14 | $338.45 | $260.75 | 29.80 | $367.47 |
| FAF | First Amer'n Corp. | 0.000 | 1 | $62.44 | $64.76 | $49.85 | 29.91 | $69.77 |
| TAP | Molson Coors Beverage Co. | 0.000 | 1 | $57.32 | $62.46 | $48.07 | 29.94 | $67.04 |
| CPT | Camden Property Trust | 0.000 | 1 | $116.04 | $118.89 | $91.48 | 29.96 | $125.46 |
| QXO | Qxo Inc | 0.000 | 1 | $13.79 | $10.61 | 29.97 | $290.00 | |
| FHN | First Horizon Corp. | 0.000 | 1 | $17.21 | $13.24 | 29.98 | $22.26 | |
| KO | Coca Cola Co. | 0.000 | 3 | $62.26 | $73.18 | $56.25 | 30.10 | $73.95 |
| AVGO | Broadcom Inc. | 0.024 | 3 | $231.84 | $154.01 | $118.31 | 30.17 | $250.45 |
| EHC | Encompass Health Corp. | 0.000 | 1 | $101.87 | $77.98 | 30.64 | $104.18 | |
| FWONK | Liberty Media Corp Formula One Series C | 0.001 | 3 | $92.66 | $86.71 | $66.37 | 30.65 | $102.33 |
| APO | Apollo Global Management | 0.091 | 3 | $165.16 | $123.45 | $94.18 | 31.08 | $188.95 |
| MS | Morgan Stanley | 0.006 | 2 | $125.68 | $107.93 | $82.28 | 31.17 | $142.03 |
| PEG | Public Serv. Enterprise Inc. | 0.010 | 1 | $84.49 | $81.55 | $62.11 | 31.30 | $93.82 |
| HLN | Haleon Plc ADR | 0.001 | 1 | $9.54 | $10.45 | $7.95 | 31.45 | $10.80 |
| CSCO | Cisco Systems | 0.007 | 4 | $59.20 | $57.31 | $43.57 | 31.54 | $66.06 |
| JCI | Johnson Controls Intl. plc | 0.002 | 2 | $78.93 | $77.23 | $58.68 | 31.61 | $90.73 |
| ADSK | Autodesk Inc. | 0.000 | 2 | $295.57 | $257.15 | $195.32 | 31.66 | $326.62 |
| XP | XP Inc. | 0.002 | 1 | $14.25 | $10.82 | 31.70 | $25.04 | |
| CUZ | Cousins Properties | 0.000 | 1 | $27.16 | $20.60 | 31.84 | $31.86 | |
| HLNE | Hamilton Lane Inc. CL A | 0.000 | 1 | $140.89 | $106.86 | 31.85 | $202.41 | |
| ESS | Essex Property Trust | 0.000 | 1 | $294.35 | $223.09 | 31.94 | $313.63 | |
| SNA | Snap-On Inc. | 0.004 | 1 | $327.45 | $248.18 | 31.94 | $371.51 | |
| SU | Suncor Energy Inc. | 0.000 | 1 | $39.60 | $30.00 | 32.00 | $41.32 | |
| UOVEY | United Overseas Bank Ltd. | 0.001 | 1 | $48.62 | $36.81 | 32.08 | $49.59 | |
| MSI | Motorola Solutions Inc. | 0.003 | 1 | $462.24 | $435.50 | $329.73 | 32.08 | $505.31 |
| GIL | Gildan Activewear Inc. | 0.001 | 1 | $41.79 | $31.61 | 32.20 | $55.13 | |
| W | Wayfair Inc. | 0.009 | 1 | $49.42 | $37.35 | 32.32 | $76.18 | |
| FWONA | Liberty Media Corp Formula One Series A | 0.000 | 2 | $78.03 | $58.96 | 32.34 | $95.33 | |
| PAGS | PagSeguro Digital Ltd. | 0.000 | 1 | $8.09 | $6.11 | 32.41 | $14.98 | |
| WIX | Wix.com Ltd. | 0.022 | 2 | $214.55 | $155.94 | $117.58 | 32.62 | $247.11 |
| REG | Regency Centers Corp. | 0.000 | 1 | $72.09 | $54.34 | 32.66 | $77.43 | |
| TDY | Teledyne Technologies | 0.000 | 1 | $471.60 | $355.41 | 32.69 | $522.50 | |
| CWH | Camping World Holdings Inc. | 0.015 | 1 | $22.70 | $17.10 | 32.75 | $28.09 | |
| BN | Brookfield Corp. | 0.018 | 2 | $57.45 | $50.35 | $37.92 | 32.78 | $62.66 |
| LBTYA | Liberty Global Ltd CL A | 0.025 | 3 | $12.76 | $11.02 | $8.29 | 32.93 | $14.30 |
| ALL | Allstate Corp. | 0.020 | 2 | $192.79 | $205.32 | $154.43 | 32.95 | $212.91 |
| DE | Deere & Co. | 0.004 | 1 | $423.70 | $447.45 | $336.53 | 32.96 | $513.26 |
| MCD | McDonald's Corp. | 0.018 | 4 | $289.89 | $318.27 | $239.29 | 33.01 | $326.32 |
| SKY | Skyline Champion Corp. | 0.000 | 1 | $86.25 | $64.82 | 33.06 | $116.49 | |
| RPRX | Royalty Pharma plc | 0.008 | 1 | $25.51 | $31.79 | $23.89 | 33.07 | $34.20 |
| EGO | Eldorado Gold Corp. | 0.001 | 1 | $17.69 | $13.29 | 33.11 | $19.06 | |
| ONIT | Onity Group Inc. | 0.000 | 1 | $29.83 | $22.40 | 33.17 | $41.27 | |
| BRK.A | Berkshire Hathaway CL A | 0.094 | 8 | $680919.41 | $794514.00 | $596000.00 | 33.31 | $808029.50 |
| ABT | Abbott Labs | 0.005 | 1 | $113.11 | $131.63 | $98.72 | 33.34 | $141.23 |
| WFC | Wells Fargo | 0.188 | 11 | $70.24 | $65.67 | $49.24 | 33.37 | $81.30 |
| HLNCF | Haleon plc | 0.000 | 1 | $5.00 | $3.74 | 33.69 | $5.23 | |
| LBTYK | Liberty Global Ltd CL C | 0.014 | 1 | $13.14 | $11.48 | $8.58 | 33.80 | $14.83 |
| HSTM | HealthStream Inc. | 0.000 | 1 | $31.89 | $23.83 | 33.82 | $34.21 | |
| BTG | B2Gold Corp. | 0.001 | 1 | $2.92 | $2.18 | 33.94 | $3.43 | |
| BRK.B | Berkshire Hathaway CL B | 0.068 | 7 | $453.29 | $530.16 | $395.66 | 33.99 | $539.00 |
| ADP | Automatic Data Processing Inc. | 0.012 | 3 | $292.73 | $305.39 | $227.71 | 34.11 | $321.13 |
| CART | Maplebear Inc | 0.007 | 1 | $40.02 | $29.84 | 34.12 | $53.44 | |
| BKR | Baker Hughes Co. | 0.006 | 2 | $41.02 | $40.86 | $30.42 | 34.32 | $49.16 |
| MOH | Molina Healthcare Inc. | 0.024 | 1 | $353.24 | $262.32 | 34.66 | $383.58 | |
| NVDA | NVIDIA Corp. | 0.013 | 5 | $134.29 | $101.80 | $75.58 | 34.69 | $153.12 |
| ABBV | AbbVie Inc. | 0.000 | 1 | $177.70 | $201.64 | $149.57 | 34.81 | $218.66 |
| HE | Hawaiian Electric Industries | 0.003 | 1 | $10.27 | $7.61 | 34.95 | $18.19 | |
| GS | Goldman Sachs Group | 0.055 | 8 | $572.58 | $511.23 | $378.76 | 34.97 | $668.87 |
| V | Visa Inc. | 0.098 | 11 | $316.04 | $339.39 | $251.29 | 35.06 | $366.54 |
| NEM | Newmont Corp. | 0.001 | 1 | $37.22 | $48.33 | $35.78 | 35.08 | $58.03 |
| JLL | Jones Lang Lasalle Inc. | 0.001 | 2 | $253.14 | $232.00 | $171.45 | 35.32 | $288.50 |
| AX | Axos Financial Inc. | 0.000 | 1 | $69.85 | $59.80 | $44.10 | 35.60 | $88.46 |
* "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.