No. of buys/adds (reported so far): 1025
Q4 2023 and Q1 2024
Symbol | Stock | %▼ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
MSFT | Microsoft Corp. | 0.207 | 8 | $382.85 | $398.00 | $299.77 | 32.77 | $430.82 |
HCC | Warrior Met Coal Inc. | 0.193 | 1 | $60.97 | $65.50 | $31.55 | 107.61 | $71.91 |
CHTR | Charter Communications | 0.176 | 10 | $371.05 | $262.01 | $236.08 | 10.98 | $458.30 |
AMZN | Amazon.com Inc. | 0.167 | 7 | $155.85 | $184.79 | $103.31 | 78.87 | $189.77 |
EXPE | Expedia Group Inc. | 0.162 | 1 | $151.79 | $136.22 | $87.94 | 54.90 | $160.05 |
DIS | Walt Disney Co. | 0.154 | 4 | $94.14 | $112.60 | $78.48 | 43.48 | $123.74 |
BRK.A | Berkshire Hathaway CL A | 0.150 | 2 | $550352.02 | $604685.00 | $482500.00 | 25.32 | $647039.00 |
DHR | Danaher Corp. | 0.135 | 6 | $234.10 | $246.85 | $181.70 | 35.86 | $268.71 |
ARCH | Arch Resources Inc. | 0.131 | 1 | $158.30 | $98.75 | 60.30 | $187.60 | |
NATL | NCR Atleos Corp. | 0.121 | 3 | $24.00 | $21.21 | $18.00 | 17.83 | $26.00 |
CVS | CVS Health Corp. | 0.115 | 5 | $79.43 | $55.17 | $53.70 | 2.74 | $81.71 |
ORCL | Oracle Corp. | 0.111 | 4 | $109.03 | $114.96 | $93.07 | 23.52 | $132.35 |
MCO | Moody's Corp. | 0.103 | 4 | $390.71 | $376.55 | $293.74 | 28.19 | $406.70 |
C | Citigroup Inc. | 0.098 | 6 | $56.40 | $61.53 | $37.32 | 64.87 | $63.90 |
PRAA | PRA Group Inc. | 0.097 | 1 | $24.69 | $11.85 | 108.35 | $35.12 | |
GOOGL | Alphabet Inc. | 0.093 | 9 | $141.18 | $166.66 | $103.97 | 60.30 | $174.71 |
HCA | HCA Healthcare Inc. | 0.088 | 5 | $270.69 | $308.71 | $215.03 | 43.57 | $335.83 |
NVRO | Nevro Corp. | 0.085 | 1 | $11.15 | $10.27 | 8.57 | $28.89 | |
SQ | Block Inc. | 0.074 | 2 | $77.35 | $70.27 | $38.85 | 80.88 | $87.52 |
EL | Estee Lauder Cos. | 0.073 | 4 | $149.54 | $134.96 | $101.23 | 33.32 | $206.05 |
NKE | NIKE Inc. | 0.067 | 2 | $106.11 | $92.43 | $88.05 | 4.97 | $125.97 |
WBD | Warner Bros. Discovery Inc. | 0.063 | 3 | $10.87 | $7.95 | $7.34 | 8.31 | $14.76 |
PAYC | Paycom Software Inc. | 0.062 | 2 | $206.72 | $166.84 | $145.54 | 14.64 | $371.99 |
PFE | Pfizer Inc. | 0.061 | 5 | $28.40 | $27.70 | $25.20 | 9.92 | $38.81 |
MGM | MGM Resorts International | 0.061 | 2 | $44.68 | $40.86 | $34.12 | 19.75 | $51.35 |
CP | Canadian Pacific Kansas City | 0.060 | 4 | $79.09 | $79.59 | $68.69 | 15.87 | $91.43 |
GT | Goodyear Tire & Rubber | 0.059 | 2 | $14.32 | $12.35 | $10.12 | 22.04 | $16.51 |
AAP | Advance Auto Parts | 0.057 | 1 | $74.95 | $47.38 | 58.19 | $125.32 | |
CVNA | Carvana Co. | 0.054 | 2 | $63.87 | $116.60 | $6.92 | 1584.97 | $122.30 |
VTLE | Vital Energy Inc. | 0.053 | 2 | $45.49 | $50.91 | $40.00 | 27.28 | $62.87 |
BBWI | Bath & Body Works Inc. | 0.051 | 3 | $43.16 | $43.81 | $27.02 | 62.14 | $50.34 |
INTU | Intuit Inc. | 0.051 | 1 | $625.11 | $613.93 | $395.15 | 55.37 | $669.14 |
GE | GE Aerospace | 0.049 | 4 | $130.00 | $162.60 | $77.25 | 110.49 | $166.26 |
BRKR | Bruker Corp. | 0.049 | 1 | $69.95 | $53.65 | 30.38 | $94.86 | |
PTEN | Patterson-UTI Energy Inc. | 0.048 | 1 | $10.80 | $10.60 | $9.45 | 12.17 | $15.85 |
TOST | Toast Inc. | 0.048 | 1 | $18.26 | $23.25 | $13.77 | 68.85 | $27.00 |
ALIT | Alight Inc. | 0.048 | 1 | $8.53 | $9.21 | $6.33 | 45.50 | $10.38 |
PM | Philip Morris Intl. | 0.046 | 2 | $94.08 | $97.28 | $84.34 | 15.34 | $99.90 |
CPAY | Corpay Inc. | 0.046 | 2 | $282.61 | $299.07 | $219.77 | 36.08 | $319.05 |
AXP | American Express | 0.044 | 1 | $208.40 | $232.50 | $140.02 | 66.05 | $240.55 |
VZ | Verizon Communications | 0.043 | 5 | $40.33 | $38.93 | $29.16 | 33.50 | $42.73 |
CRH | CRH plc | 0.043 | 4 | $77.90 | $79.55 | $50.55 | 57.37 | $88.00 |
GPN | Global Payments Inc. | 0.043 | 4 | $133.65 | $110.50 | $94.57 | 16.84 | $141.51 |
FIS | Fidelity National Information Services | 0.042 | 7 | $63.47 | $69.43 | $46.26 | 50.09 | $74.75 |
CVX | Chevron Corp. | 0.042 | 4 | $149.16 | $160.78 | $138.11 | 16.41 | $168.08 |
BABA | Alibaba Group Holdings | 0.041 | 3 | $75.08 | $80.38 | $66.63 | 20.64 | $101.14 |
LGIH | LGI Homes Inc. | 0.041 | 3 | $133.39 | $92.38 | $84.16 | 9.77 | $141.91 |
ASHTF | Ashtead Group plc | 0.041 | 1 | $69.63 | $71.35 | $55.87 | 27.71 | $76.52 |
PSX | Phillips 66 | 0.040 | 1 | $133.14 | $143.89 | $87.47 | 64.50 | $174.08 |
K | Kellanova | 0.037 | 6 | $56.46 | $61.27 | $46.64 | 31.37 | $68.75 |
GEHC | GE HealthCare Technologies Inc. | 0.037 | 2 | $78.83 | $77.79 | $62.28 | 24.90 | $94.43 |
COF | Capital One Financial | 0.037 | 2 | $133.70 | $141.80 | $82.07 | 72.78 | $149.94 |
DG | Dollar General | 0.036 | 3 | $139.09 | $137.19 | $100.28 | 36.81 | $217.74 |
TLPFF | Teleperformance SE | 0.036 | 1 | $93.25 | $88.68 | 5.15 | $181.69 | |
PDD | Pinduoduo Inc. | 0.036 | 1 | $123.08 | $137.57 | $59.67 | 130.55 | $152.99 |
TEX | Terex Corp. | 0.035 | 3 | $57.92 | $57.43 | $43.42 | 32.27 | $65.89 |
PGR | Progressive Corp. | 0.035 | 2 | $159.28 | $209.03 | $111.21 | 87.96 | $216.21 |
CMCSA | Comcast Corp. | 0.034 | 4 | $43.49 | $38.36 | $36.43 | 5.30 | $46.42 |
PYPL | PayPal Holdings Inc. | 0.034 | 3 | $61.04 | $67.00 | $50.25 | 33.33 | $76.54 |
KMX | CarMax Inc. | 0.034 | 3 | $79.13 | $68.04 | $59.66 | 14.05 | $88.22 |
IEP | Icahn Enterprises | 0.034 | 1 | $17.32 | $13.71 | 26.33 | $30.74 | |
AAPL | Apple Inc. | 0.033 | 8 | $190.46 | $173.16 | $162.79 | 6.37 | $199.11 |
WTW | Willis Towers Watson plc | 0.033 | 2 | $243.10 | $252.47 | $191.15 | 32.08 | $277.07 |
BX | Blackstone Group | 0.033 | 2 | $130.92 | $119.06 | $77.50 | 53.63 | $132.66 |
UPS | United Parcel Service | 0.032 | 4 | $155.70 | $147.21 | $130.67 | 12.66 | $186.94 |
CPB | Campbell Soup | 0.032 | 3 | $44.42 | $45.92 | $37.31 | 23.08 | $53.21 |
MTD | Mettler-Toledo International Inc. | 0.032 | 3 | $1212.96 | $1246.82 | $928.50 | 34.28 | $1496.86 |
SWKS | Skyworks Solutions Inc. | 0.032 | 2 | $89.68 | $82.76 | 8.36 | $113.64 | |
LPLA | LPL Financial Holdings Inc. | 0.032 | 2 | $234.87 | $269.34 | $177.60 | 51.66 | $276.12 |
JD | JD.com Inc. | 0.032 | 2 | $28.89 | $32.67 | $20.24 | 61.41 | $40.78 |
AMD | Advanced Micro Devices | 0.032 | 1 | $147.41 | $146.17 | $81.11 | 80.21 | $227.30 |
BAX | Baxter International Inc. | 0.031 | 4 | $42.09 | $36.91 | $30.55 | 20.82 | $49.12 |
MCK | McKesson Corp. | 0.031 | 3 | $462.98 | $530.29 | $350.91 | 51.12 | $544.81 |
DE | Deere & Co. | 0.030 | 5 | $401.26 | $396.06 | $340.76 | 16.23 | $445.13 |
VLTO | Veralto Corp. | 0.030 | 2 | $88.61 | $93.85 | $65.37 | 43.57 | $95.56 |
FMC | FMC Corp. | 0.029 | 4 | $63.62 | $60.57 | $48.58 | 24.68 | $110.95 |
RPRX | Royalty Pharma plc | 0.029 | 3 | $28.09 | $28.75 | $25.17 | 14.22 | $34.23 |
CROX | Crocs Inc. | 0.029 | 2 | $93.41 | $126.69 | $74.00 | 71.20 | $146.79 |
BRK.B | Berkshire Hathaway CL B | 0.028 | 7 | $374.16 | $400.78 | $317.41 | 26.27 | $430.00 |
TSN | Tyson Foods | 0.028 | 5 | $58.32 | $60.95 | $44.07 | 38.30 | $61.71 |
AEP | American Electric Power | 0.028 | 3 | $84.96 | $88.27 | $66.29 | 33.16 | $89.36 |
MEDP | Medpace Holdings Inc. | 0.028 | 2 | $306.53 | $390.89 | $197.39 | 98.03 | $421.00 |
CNHI | CNH Industrial NV | 0.026 | 2 | $12.38 | $11.69 | $9.77 | 19.65 | $15.74 |
CLX | Clorox Co. | 0.026 | 2 | $142.78 | $139.67 | $112.78 | 23.84 | $170.35 |
SDRL | Seadrill Ltd | 0.026 | 2 | $47.28 | $48.87 | $34.48 | 41.73 | $53.58 |
EVH | Evolent Health Inc. | 0.026 | 1 | $27.42 | $23.33 | 17.53 | $35.83 | |
ACIC | American Coastal Insurance C | 0.026 | 1 | $10.42 | $3.84 | 171.35 | $14.25 | |
THC | Tenet Healthcare Corp. | 0.025 | 3 | $75.57 | $118.98 | $51.04 | 133.11 | $120.03 |
HUM | Humana Inc. | 0.025 | 2 | $420.68 | $321.21 | $298.61 | 7.57 | $536.74 |
V | Visa Inc. | 0.024 | 9 | $262.60 | $267.73 | $214.88 | 24.60 | $290.96 |
CBRE | CBRE Group | 0.024 | 5 | $93.27 | $86.79 | $64.63 | 34.29 | $98.65 |
VRSN | Verisign Inc. | 0.024 | 2 | $205.96 | $168.29 | $168.29 | 0.00 | $229.72 |
UBER | Uber Technologies Inc. | 0.024 | 2 | $62.71 | $68.56 | $36.69 | 86.86 | $82.14 |
BIG | Big Lots Inc. | 0.023 | 1 | $3.59 | $3.13 | 14.70 | $11.06 | |
ELV | Elevance Health Inc. | 0.022 | 3 | $473.98 | $525.75 | $408.05 | 28.84 | $542.07 |
USB | U.S. Bancorp | 0.022 | 2 | $44.26 | $40.97 | $25.88 | 58.31 | $44.91 |
VTRS | Viatris Inc. | 0.022 | 1 | $10.83 | $11.60 | $8.33 | 39.26 | $13.49 |
ILMN | Illumina Inc. | 0.022 | 1 | $270.04 | $124.10 | $89.00 | 39.44 | $213.91 |
BFH | Bread Financial Holdings Inc. | 0.022 | 1 | $41.20 | $22.75 | 81.10 | $41.42 | |
HRI | HERC Holdings Inc. | 0.021 | 3 | $148.89 | $148.66 | $92.02 | 61.55 | $171.00 |
* "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.