No. of buys/adds (reported so far): 1034
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 | 9 | $385.59 | $410.50 | $302.59 | 35.66 | $430.82 |
| HCC | Warrior Met Coal Inc. | 0.193 | 1 | $60.97 | $64.84 | $31.51 | 105.78 | $71.82 |
| CHTR | Charter Communications | 0.176 | 10 | $371.05 | $272.68 | $236.08 | 15.50 | $458.30 |
| AMZN | Amazon.com Inc. | 0.167 | 7 | $156.52 | $187.95 | $108.05 | 73.95 | $189.94 |
| EXPE | Expedia Group Inc. | 0.162 | 1 | $151.79 | $111.52 | $88.81 | 25.57 | $160.05 |
| DIS | Walt Disney Co. | 0.154 | 4 | $95.12 | $105.44 | $78.48 | 34.35 | $123.74 |
| BRK.A | Berkshire Hathaway CL A | 0.150 | 2 | $553987.90 | $612854.98 | $482500.00 | 27.02 | $647039.00 |
| DHR | Danaher Corp. | 0.135 | 6 | $234.10 | $249.62 | $181.70 | 37.38 | $268.71 |
| ARCH | Arch Resources Inc. | 0.131 | 1 | $159.86 | $98.75 | 61.88 | $187.60 | |
| ORCL | Oracle Corp. | 0.121 | 5 | $109.64 | $117.37 | $94.89 | 23.69 | $132.35 |
| NATL | NCR Atleos Corp. | 0.121 | 3 | $24.00 | $22.75 | $18.00 | 26.39 | $26.00 |
| CVS | CVS Health Corp. | 0.115 | 5 | $79.44 | $54.91 | $53.70 | 2.25 | $81.71 |
| MCO | Moody's Corp. | 0.103 | 4 | $390.81 | $396.04 | $297.55 | 33.10 | $406.70 |
| GOOGL | Alphabet Inc. | 0.099 | 10 | $142.15 | $169.37 | $107.93 | 56.93 | $174.71 |
| C | Citigroup Inc. | 0.098 | 6 | $56.40 | $62.72 | $37.00 | 69.51 | $63.35 |
| PRAA | PRA Group Inc. | 0.097 | 1 | $25.30 | $11.85 | 113.50 | $31.43 | |
| HCA | HCA Healthcare Inc. | 0.088 | 6 | $271.13 | $309.52 | $215.03 | 43.94 | $335.83 |
| NVRO | Nevro Corp. | 0.085 | 1 | $10.16 | $10.07 | 0.89 | $28.89 | |
| SQ | Block Inc. | 0.074 | 2 | $77.35 | $71.16 | $38.85 | 83.17 | $87.52 |
| EL | Estee Lauder Cos. | 0.073 | 4 | $149.54 | $129.59 | $101.23 | 28.02 | $201.60 |
| CP | Canadian Pacific Kansas City | 0.069 | 5 | $79.54 | $81.66 | $68.69 | 18.88 | $91.43 |
| NKE | NIKE Inc. | 0.067 | 3 | $102.14 | $93.63 | $88.05 | 6.34 | $124.75 |
| WBD | Warner Bros. Discovery Inc. | 0.063 | 3 | $10.87 | $7.79 | $7.34 | 6.13 | $14.76 |
| PAYC | Paycom Software Inc. | 0.062 | 2 | $206.72 | $172.29 | $145.54 | 18.38 | $371.99 |
| PFE | Pfizer Inc. | 0.061 | 5 | $28.32 | $28.29 | $25.20 | 12.26 | $38.81 |
| MGM | MGM Resorts International | 0.061 | 2 | $44.68 | $40.03 | $34.12 | 17.32 | $51.35 |
| GT | Goodyear Tire & Rubber | 0.059 | 2 | $14.32 | $12.68 | $11.26 | 12.61 | $16.51 |
| AAP | Advance Auto Parts | 0.057 | 1 | $74.76 | $47.38 | 57.79 | $125.32 | |
| LNC | Lincoln National | 0.055 | 2 | $31.91 | $29.30 | $17.29 | 69.46 | $31.96 |
| CVNA | Carvana Co. | 0.054 | 2 | $63.87 | $114.40 | $10.16 | 1025.98 | $129.00 |
| VTLE | Vital Energy Inc. | 0.053 | 2 | $45.49 | $53.03 | $40.00 | 32.58 | $62.87 |
| CHRD | Chord Energy | 0.053 | 1 | $180.25 | $129.62 | 39.06 | $190.23 | |
| BBWI | Bath & Body Works Inc. | 0.051 | 3 | $43.16 | $47.61 | $27.02 | 76.20 | $50.34 |
| BCC | Boise Cascade Company | 0.051 | 2 | $133.27 | $68.10 | 95.70 | $154.67 | |
| INTU | Intuit Inc. | 0.051 | 1 | $627.82 | $632.33 | $395.15 | 60.02 | $669.14 |
| GE | GE Aerospace | 0.049 | 4 | $130.00 | $168.86 | $77.49 | 117.91 | $170.80 |
| BRKR | Bruker Corp. | 0.049 | 1 | $73.70 | $53.65 | 37.37 | $94.86 | |
| PTEN | Patterson-UTI Energy Inc. | 0.048 | 1 | $10.80 | $10.78 | $9.45 | 14.07 | $15.85 |
| TOST | Toast Inc. | 0.048 | 1 | $18.26 | $26.81 | $13.77 | 94.70 | $27.31 |
| ALIT | Alight Inc. | 0.048 | 1 | $8.53 | $7.80 | $6.33 | 23.22 | $10.38 |
| PM | Philip Morris Intl. | 0.046 | 2 | $94.07 | $98.29 | $84.34 | 16.54 | $99.90 |
| CPAY | Corpay Inc. | 0.046 | 2 | $282.61 | $304.46 | $220.39 | 38.15 | $319.05 |
| AXP | American Express | 0.044 | 1 | $209.55 | $236.21 | $140.02 | 68.70 | $240.55 |
| VZ | Verizon Communications | 0.043 | 5 | $40.33 | $39.48 | $29.16 | 35.39 | $42.73 |
| CRH | CRH plc | 0.043 | 4 | $77.90 | $79.78 | $50.55 | 57.82 | $88.00 |
| GPN | Global Payments Inc. | 0.043 | 4 | $133.65 | $111.10 | $94.57 | 17.48 | $141.51 |
| FIS | Fidelity National Information Services | 0.042 | 7 | $63.47 | $74.05 | $46.26 | 60.07 | $75.71 |
| CVX | Chevron Corp. | 0.042 | 4 | $149.16 | $162.53 | $138.11 | 17.68 | $168.08 |
| UGI | UGI Corp. | 0.041 | 4 | $24.54 | $24.78 | $19.57 | 26.62 | $28.34 |
| BABA | Alibaba Group Holdings | 0.041 | 3 | $75.08 | $78.48 | $66.63 | 17.78 | $101.14 |
| LGIH | LGI Homes Inc. | 0.041 | 3 | $133.39 | $97.96 | $84.16 | 16.40 | $141.91 |
| ASHTF | Ashtead Group plc | 0.041 | 1 | $69.63 | $73.42 | $55.87 | 31.41 | $76.52 |
| PSX | Phillips 66 | 0.040 | 1 | $133.14 | $146.95 | $87.47 | 68.00 | $174.08 |
| K | Kellanova | 0.037 | 7 | $56.46 | $62.34 | $46.64 | 33.66 | $68.42 |
| GEHC | GE HealthCare Technologies Inc. | 0.037 | 2 | $78.83 | $81.11 | $62.28 | 30.23 | $94.43 |
| COF | Capital One Financial | 0.037 | 2 | $133.76 | $142.85 | $83.34 | 71.41 | $149.94 |
| DG | Dollar General | 0.036 | 4 | $140.45 | $137.52 | $100.28 | 37.14 | $217.55 |
| TLPFF | Teleperformance SE | 0.036 | 1 | $108.00 | $88.68 | 21.79 | $178.50 | |
| PDD | Pinduoduo Inc. | 0.036 | 1 | $123.08 | $139.15 | $59.67 | 133.20 | $152.99 |
| TEX | Terex Corp. | 0.035 | 3 | $57.92 | $59.46 | $43.42 | 36.94 | $65.89 |
| PGR | Progressive Corp. | 0.035 | 2 | $162.15 | $215.94 | $111.21 | 94.17 | $217.77 |
| CMCSA | Comcast Corp. | 0.034 | 5 | $43.48 | $39.05 | $36.43 | 7.19 | $46.42 |
| KMX | CarMax Inc. | 0.034 | 4 | $79.16 | $70.35 | $59.66 | 17.92 | $88.22 |
| PYPL | PayPal Holdings Inc. | 0.034 | 3 | $61.04 | $63.81 | $50.25 | 26.99 | $76.54 |
| BMY | Bristol-Myers Squibb | 0.034 | 3 | $52.60 | $43.67 | $43.33 | 0.78 | $66.25 |
| ZTS | Zoetis Inc. | 0.034 | 3 | $186.99 | $164.86 | $144.80 | 13.85 | $200.89 |
| IEP | Icahn Enterprises | 0.034 | 1 | $18.55 | $13.71 | 35.30 | $29.45 | |
| AAPL | Apple Inc. | 0.033 | 9 | $188.55 | $182.73 | $164.08 | 11.37 | $199.11 |
| CPB | Campbell Soup | 0.033 | 4 | $44.43 | $45.01 | $37.31 | 20.64 | $52.97 |
| LPLA | LPL Financial Holdings Inc. | 0.033 | 3 | $239.67 | $266.83 | $184.89 | 44.32 | $276.12 |
| WTW | Willis Towers Watson plc | 0.033 | 2 | $243.13 | $253.09 | $191.15 | 32.40 | $277.07 |
| BX | Blackstone Group | 0.033 | 2 | $131.07 | $119.79 | $77.85 | 53.87 | $132.66 |
| UPS | United Parcel Service | 0.032 | 4 | $155.66 | $147.81 | $130.67 | 13.12 | $186.94 |
| MTD | Mettler-Toledo International Inc. | 0.032 | 3 | $1212.96 | $1251.52 | $928.50 | 34.79 | $1411.61 |
| SWKS | Skyworks Solutions Inc. | 0.032 | 2 | $93.26 | $82.76 | 12.69 | $113.64 | |
| JD | JD.com Inc. | 0.032 | 2 | $28.89 | $31.96 | $20.24 | 57.91 | $40.78 |
| AMD | Advanced Micro Devices | 0.032 | 1 | $147.41 | $153.63 | $93.12 | 64.98 | $227.30 |
| DE | Deere & Co. | 0.031 | 6 | $404.69 | $405.39 | $340.76 | 18.97 | $445.13 |
| BAX | Baxter International Inc. | 0.031 | 4 | $42.09 | $35.74 | $30.55 | 16.99 | $49.12 |
| MCK | McKesson Corp. | 0.031 | 3 | $462.98 | $543.74 | $372.29 | 46.05 | $566.01 |
| VLTO | Veralto Corp. | 0.030 | 2 | $88.61 | $96.72 | $65.37 | 47.96 | $97.39 |
| TSN | Tyson Foods | 0.029 | 6 | $58.73 | $59.12 | $44.07 | 34.15 | $62.04 |
| FMC | FMC Corp. | 0.029 | 4 | $63.62 | $64.85 | $48.58 | 33.49 | $108.47 |
| RPRX | Royalty Pharma plc | 0.029 | 3 | $28.09 | $27.98 | $25.17 | 11.16 | $33.64 |
| CROX | Crocs Inc. | 0.029 | 2 | $135.36 | $74.00 | 82.92 | $146.79 | |
| BRK.B | Berkshire Hathaway CL B | 0.028 | 7 | $377.64 | $406.43 | $317.71 | 27.92 | $430.00 |
| AEP | American Electric Power | 0.028 | 3 | $84.96 | $90.60 | $66.29 | 36.67 | $90.70 |
| MEDP | Medpace Holdings Inc. | 0.028 | 2 | $306.53 | $388.09 | $197.39 | 96.61 | $421.00 |
| CNHI | CNH Industrial NV | 0.026 | 2 | $12.38 | $11.65 | $9.77 | 19.24 | $15.74 |
| CLX | Clorox Co. | 0.026 | 2 | $142.93 | $140.43 | $112.78 | 24.52 | $164.74 |
| SDRL | Seadrill Ltd | 0.026 | 2 | $47.28 | $51.22 | $34.48 | 48.55 | $53.58 |
| EVH | Evolent Health Inc. | 0.026 | 1 | $27.30 | $23.33 | 17.02 | $35.83 | |
| ACIC | American Coastal Insurance C | 0.026 | 1 | $10.71 | $3.84 | 178.91 | $14.25 | |
| UBER | Uber Technologies Inc. | 0.025 | 3 | $62.75 | $66.39 | $37.07 | 79.09 | $82.14 |
| THC | Tenet Healthcare Corp. | 0.025 | 3 | $75.57 | $122.90 | $51.04 | 140.79 | $124.92 |
| HUM | Humana Inc. | 0.025 | 2 | $420.68 | $324.22 | $298.61 | 8.58 | $528.81 |
| V | Visa Inc. | 0.024 | 9 | $263.72 | $277.17 | $214.88 | 28.99 | $290.96 |
| CBRE | CBRE Group | 0.024 | 5 | $93.71 | $86.52 | $64.63 | 33.87 | $98.65 |
| VRSN | Verisign Inc. | 0.024 | 2 | $202.27 | $168.63 | $167.05 | 0.95 | $229.72 |
| BIG | Big Lots Inc. | 0.023 | 1 | $3.44 | $3.13 | 9.90 | $11.06 | |
* "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.