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 |
| FOUR | Shift4 Payments Inc. CL A | 0.263 | 2 | $85.08 | $55.87 | 52.28 | $127.50 | |
| GTLS | Chart Industries Inc. | 0.234 | 1 | $190.84 | $149.75 | $101.60 | 47.39 | $220.03 |
| AMZN | Amazon.com Inc. | 0.206 | 16 | $219.39 | $195.77 | $151.61 | 29.13 | $242.52 |
| CRH | CRH plc | 0.194 | 4 | $92.51 | $90.66 | $70.37 | 28.83 | $110.54 |
| WFC | Wells Fargo | 0.188 | 11 | $70.24 | $71.95 | $49.24 | 46.12 | $81.30 |
| WCC | WESCO International Inc. | 0.187 | 3 | $180.96 | $161.98 | $141.97 | 14.09 | $215.09 |
| CRM | Salesforce.com | 0.168 | 7 | $334.33 | $271.59 | $211.10 | 28.65 | $368.58 |
| APP | Applovin Corp. | 0.164 | 2 | $323.83 | $292.70 | $60.67 | 382.45 | $525.15 |
| LAD | Lithia Motors Inc. | 0.163 | 5 | $357.43 | $303.90 | $241.29 | 25.95 | $404.99 |
| CPNG | Coupang Inc. | 0.146 | 3 | $21.98 | $22.29 | $17.67 | 26.15 | $26.91 |
| PGR | Progressive Corp. | 0.143 | 2 | $239.61 | $279.55 | $197.37 | 41.64 | $292.99 |
| GOOG | Alphabet Inc. CL C | 0.142 | 17 | $190.44 | $158.86 | $147.86 | 7.44 | $208.46 |
| UNH | United Health Group Inc. | 0.141 | 11 | $505.86 | $523.30 | $429.51 | 21.84 | $625.65 |
| MSFT | Microsoft Corp. | 0.138 | 15 | $421.50 | $382.64 | $367.24 | 4.19 | $465.64 |
| YNDX | Yandex N.V. | 0.136 | 1 | $20.00 | $14.09 | 41.94 | $20.36 | |
| AAPL | Apple Inc. | 0.134 | 9 | $250.42 | $224.02 | $163.30 | 37.18 | $259.81 |
| TEX | Terex Corp. | 0.133 | 1 | $44.48 | $39.67 | $36.00 | 10.19 | $67.39 |
| STLA | Stellantis N.V. | 0.132 | 1 | $13.05 | $11.12 | $10.95 | 1.55 | $25.94 |
| CVNA | Carvana Co. | 0.130 | 2 | $203.36 | $226.50 | $67.61 | 235.01 | $292.84 |
| GOOGL | Alphabet Inc. | 0.127 | 17 | $189.30 | $156.91 | $146.88 | 6.83 | $206.81 |
| DIS | Walt Disney Co. | 0.121 | 9 | $111.35 | $97.99 | $83.54 | 17.30 | $122.58 |
| C | Citigroup Inc. | 0.121 | 7 | $70.60 | $71.40 | $52.67 | 35.56 | $84.74 |
| JD | JD.com Inc. | 0.118 | 3 | $34.67 | $41.02 | $24.13 | 70.00 | $47.82 |
| EQH | Equitable Holdings Inc. | 0.112 | 4 | $47.17 | $54.72 | $34.72 | 57.60 | $55.74 |
| SE | Sea Ltd | 0.112 | 2 | $106.10 | $135.37 | $51.70 | 161.84 | $147.73 |
| CNR | Core Natural Resources Inc. | 0.111 | 3 | $106.68 | $75.55 | $66.54 | 13.54 | $134.41 |
| CHTR | Charter Communications | 0.102 | 7 | $342.77 | $373.78 | $236.08 | 58.33 | $415.27 |
| BKNG | Booking Holdings Inc. | 0.099 | 6 | $4968.51 | $4711.73 | $3160.92 | 49.06 | $5326.33 |
| V | Visa Inc. | 0.098 | 11 | $316.04 | $345.10 | $251.29 | 37.33 | $366.54 |
| META | Meta Platforms Inc. | 0.096 | 14 | $585.51 | $587.49 | $412.99 | 42.25 | $740.25 |
| WGO | Winnebago Industries Inc. | 0.096 | 2 | $44.96 | $43.69 | 2.91 | $72.41 | |
| VST | Vistra Corp. | 0.095 | 4 | $137.87 | $126.50 | $63.73 | 98.49 | $199.50 |
| BRK.A | Berkshire Hathaway CL A | 0.094 | 8 | $680919.41 | $802200.00 | $596000.00 | 34.60 | $806024.00 |
| APO | Apollo Global Management | 0.091 | 3 | $165.16 | $141.79 | $94.18 | 50.55 | $188.95 |
| PTEN | Patterson-UTI Energy Inc. | 0.088 | 2 | $8.52 | $7.03 | 21.19 | $12.21 | |
| IBKR | Interactive Brokers Group Inc. | 0.087 | 3 | $177.13 | $177.27 | $103.22 | 71.74 | $236.24 |
| OXY | Occidental Petroleum | 0.087 | 2 | $49.41 | $49.26 | $44.47 | 10.77 | $69.95 |
| FICO | Fair Isaac Corp. | 0.083 | 4 | $1990.93 | $1881.47 | $1105.65 | 70.17 | $2402.52 |
| LYV | Live Nation Inc. | 0.083 | 2 | $129.50 | $133.78 | $86.81 | 54.11 | $157.75 |
| ORCL | Oracle Corp. | 0.077 | 7 | $166.64 | $147.21 | $111.94 | 31.51 | $197.82 |
| BABA | Alibaba Group Holdings | 0.076 | 3 | $84.79 | $130.62 | $66.91 | 95.22 | $148.43 |
| TOST | Toast Inc. | 0.073 | 2 | $35.19 | $21.32 | 65.06 | $44.12 | |
| WMG | Warner Music Group Corp. CL A | 0.072 | 2 | $31.36 | $26.61 | 17.85 | $36.45 | |
| COF | Capital One Financial | 0.071 | 8 | $178.32 | $182.48 | $126.86 | 43.84 | $210.67 |
| BBWI | Bath & Body Works Inc. | 0.071 | 3 | $38.77 | $31.36 | $25.91 | 21.03 | $51.85 |
| NATL | NCR Atleos Corp. | 0.071 | 1 | $33.92 | $27.65 | $19.00 | 45.53 | $35.50 |
| BL | BlackLine Inc. | 0.069 | 2 | $49.17 | $43.37 | 13.37 | $69.09 | |
| FI | Fiserv Inc. | 0.068 | 7 | $205.42 | $224.82 | $145.98 | 54.01 | $238.59 |
| BRK.B | Berkshire Hathaway CL B | 0.068 | 7 | $453.29 | $534.06 | $395.66 | 34.98 | $537.63 |
| PFE | Pfizer Inc. | 0.067 | 4 | $26.53 | $24.51 | $23.71 | 3.37 | $30.55 |
| BMY | Bristol-Myers Squibb | 0.064 | 5 | $56.56 | $59.44 | $38.18 | 55.68 | $63.33 |
| GWRE | Guidewire Software Inc. | 0.064 | 1 | $193.00 | $107.00 | 80.37 | $219.59 | |
| MA | Mastercard Inc. | 0.061 | 9 | $526.57 | $545.06 | $427.66 | 27.45 | $582.23 |
| BAC | Bank of America Corp. | 0.061 | 5 | $43.95 | $41.71 | $33.33 | 25.14 | $47.68 |
| FCNCA | First Citizens Bancshares | 0.061 | 3 | $2113.02 | $1834.40 | $1512.57 | 21.28 | $2410.62 |
| INTU | Intuit Inc. | 0.060 | 4 | $628.50 | $618.46 | $553.24 | 11.79 | $713.59 |
| HLT | Hilton Worldwide Holdings | 0.060 | 2 | $247.16 | $229.30 | $193.36 | 18.59 | $275.07 |
| PRAA | PRA Group Inc. | 0.059 | 1 | $21.58 | $18.09 | 19.29 | $28.64 | |
| GEV | Ge Vernova Inc | 0.056 | 3 | $328.92 | $330.65 | $118.91 | 178.07 | $447.50 |
| GS | Goldman Sachs Group | 0.055 | 8 | $572.58 | $562.45 | $378.76 | 48.50 | $668.87 |
| WBD | Warner Bros. Discovery Inc. | 0.055 | 3 | $10.57 | $10.43 | $6.64 | 57.08 | $12.70 |
| MSTR | MicroStrategy Inc. | 0.055 | 1 | $311.33 | $101.00 | 208.25 | $543.00 | |
| EXPE | Expedia Group Inc. | 0.054 | 2 | $186.33 | $167.41 | $107.03 | 56.41 | $207.29 |
| TSM | Taiwan Semiconductor S.A. | 0.053 | 5 | $197.49 | $170.24 | $124.05 | 37.23 | $225.52 |
| PRI | Primerica Inc. | 0.052 | 1 | $290.02 | $182.27 | 59.12 | $306.77 | |
| CVS | CVS Health Corp. | 0.051 | 4 | $44.89 | $67.90 | $43.01 | 57.87 | $71.99 |
| DFS | Discover Financial Services | 0.051 | 1 | $173.23 | $175.35 | $117.14 | 49.69 | $205.05 |
| CBRE | CBRE Group | 0.050 | 5 | $131.29 | $132.04 | $84.24 | 56.74 | $147.75 |
| ROP | Roper Technologies Inc. | 0.050 | 3 | $588.57 | $499.47 | 17.84 | $595.17 | |
| DG | Dollar General | 0.050 | 2 | $75.82 | $89.18 | $66.43 | 34.25 | $160.38 |
| VYX | NCR Voyix Corp. | 0.050 | 1 | $13.84 | $9.85 | $9.53 | 3.36 | $15.34 |
| ADBE | Adobe Inc. | 0.049 | 3 | $444.67 | $384.79 | $374.50 | 2.75 | $587.75 |
| DAL | Delta Air Lines Inc. | 0.049 | 3 | $60.50 | $43.17 | $37.09 | 16.39 | $69.81 |
| J | Jacobs Solutions Inc. | 0.049 | 2 | $133.62 | $124.00 | $109.95 | 12.78 | $150.17 |
| JPM | JPMorgan Chase & Co. | 0.047 | 5 | $239.71 | $246.00 | $176.22 | 39.60 | $280.25 |
| KMX | CarMax Inc. | 0.046 | 4 | $81.76 | $81.68 | $65.83 | 24.08 | $91.25 |
| SPOT | Spotify Technology S.A. | 0.046 | 2 | $447.38 | $571.73 | $261.38 | 118.74 | $652.63 |
| MRK | Merck & Co. | 0.045 | 3 | $99.48 | $86.22 | $80.35 | 7.31 | $131.54 |
| LAMR | Lamar Advertising Co. | 0.045 | 1 | $121.74 | $114.01 | $103.57 | 10.08 | $136.15 |
| LAZ | Lazard Inc. | 0.044 | 2 | $44.71 | $34.53 | 29.48 | $60.05 | |
| BK | Bank of New York Mellon Corp. | 0.043 | 5 | $76.83 | $84.02 | $51.27 | 63.88 | $90.34 |
| WDAY | Workday Inc. | 0.043 | 3 | $258.03 | $236.10 | $199.81 | 18.16 | $294.00 |
| FIS | Fidelity National Information Services | 0.041 | 5 | $80.77 | $75.42 | $65.47 | 15.20 | $91.08 |
| TPL | Texas Pacific Land Corp. | 0.041 | 1 | $1370.30 | $462.69 | 196.16 | $1767.37 | |
| TKO | TKO Group Holdings Inc. | 0.040 | 1 | $155.92 | $84.78 | 83.91 | $178.61 | |
| PYPL | PayPal Holdings Inc. | 0.039 | 7 | $85.35 | $67.22 | $56.97 | 17.99 | $93.66 |
| ALIT | Alight Inc. | 0.039 | 2 | $6.92 | $5.83 | $5.76 | 1.22 | $9.54 |
| FMS | Fresenius Medical Care AG & Co KCaG | 0.039 | 1 | $24.66 | $17.80 | 38.54 | $25.25 | |
| HRI | HERC Holdings Inc. | 0.038 | 2 | $189.33 | $140.51 | $119.60 | 17.48 | $245.23 |
| CTSH | Cognizant Technology Solutions | 0.037 | 3 | $76.90 | $76.60 | $63.07 | 21.45 | $90.51 |
| NTRS | Northern Trust Corp. | 0.037 | 2 | $102.50 | $98.52 | $76.81 | 28.26 | $113.78 |
| USB | U.S. Bancorp | 0.036 | 7 | $47.83 | $42.58 | $36.12 | 17.88 | $52.79 |
| MCO | Moody's Corp. | 0.036 | 6 | $473.37 | $466.29 | $357.34 | 30.49 | $530.93 |
| MDT | Medtronic plc | 0.036 | 3 | $79.88 | $88.38 | $74.13 | 19.22 | $95.49 |
| SSNC | SS&C Technologies Holdings Inc. | 0.036 | 2 | $75.78 | $83.06 | $58.84 | 41.16 | $89.73 |
| JWN | Nordstrom | 0.036 | 2 | $24.46 | $16.65 | 46.91 | $24.76 | |
| OLPX | Olaplex Holdings Inc. | 0.036 | 1 | $1.46 | $1.19 | 22.69 | $2.77 | |
| EMR | Emerson Electric | 0.035 | 2 | $111.12 | $95.82 | 15.97 | $134.28 | |
| SPG | Simon Property Group Inc. | 0.035 | 2 | $168.63 | $132.53 | 27.24 | $187.80 | |
| THC | Tenet Healthcare Corp. | 0.034 | 4 | $126.23 | $135.82 | $90.03 | 50.86 | $171.20 |
* "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.