No. of buys/adds (reported so far): 1296

Q3 2023 and Q4 2023

Quote data provided by IEX Cloud
Symbol Stock % Buys Hold Price* Current
Price
52 Week
Low
% Above
52 Week
Low
52 Week
High
VEEV Veeva Systems Inc. 0.005 2 $192.52 $231.78 $160.21 44.67 $236.90
UPBD Upbound Group Inc. 0.005 2 $33.97 $35.19 $21.31 65.13 $35.72
LBRDK Liberty Broadband Corp. CL C 0.005 2 $80.59 $57.22 $55.19 3.68 $95.68
PGEN Precigen Inc. 0.005 2 $1.45 $0.84 72.62 $1.88
EPAM EPAM Systems Inc. 0.005 2 $297.34 $276.17 $197.99 39.49 $317.50
NOV Nov Inc. 0.005 2 $20.28 $19.52 $13.89 40.53 $21.73
VALE Vale SA 0.005 2 $12.19 $11.49 6.09 $15.39
NPWR Net Power Inc 0.005 2 $11.40 $7.55 50.99 $17.62
CI Cigna Group 0.005 2 $299.45 $363.28 $236.21 53.80 $365.71
PACK Ranpak Holdings Corp. CL A 0.005 2 $7.87 $2.63 199.24 $8.27
WASH Washington Trust Bancorp Inc. 0.005 1 $26.86 $19.83 35.45 $33.27
CSWI CSW Industrials Inc. 0.005 1 $234.54 $130.06 80.33 $243.30
JAZZ Jazz Pharmaceuticals plc 0.005 1 $120.40 $111.25 8.22 $147.98
COLL Collegium Pharmaceutical Inc. 0.005 1 $38.79 $20.83 86.22 $40.91
NJR New Jersey Resources 0.005 1 $42.91 $38.18 12.39 $53.81
ORIC ORIC Pharmaceuticals Inc. 0.005 1 $13.72 $4.89 180.57 $16.65
BCC Boise Cascade Company 0.005 1 $153.42 $56.95 169.39 $154.61
CPRT Copart Inc. 0.005 1 $49.15 $57.90 $36.71 57.72 $57.91
FDMT 4D Molecular Therapeutics Inc. 0.005 1 $20.26 $31.86 $9.44 237.50 $36.25
WIPKF Winpak Ltd 0.005 1 $29.00 $27.19 6.66 $34.13
FIVN Five9 Inc. 0.005 1 $62.10 $51.01 21.74 $92.40
SFBS ServisFirst Bancshares Inc. 0.005 1 $66.31 $38.89 70.51 $70.84
USM United States Cellular Corp. 0.005 1 $36.53 $13.79 164.90 $48.47
TEAM Atlassian Corp. 0.005 1 $237.86 $195.11 $128.02 52.41 $258.69
IWF iShares Russell 1000 Growth ETF 0.004 5 $275.56 $336.83 $236.98 42.13 $340.83
ADI Analog Devices 0.004 5 $198.56 $197.77 $152.10 30.03 $200.87
GS Goldman Sachs Group 0.004 5 $385.78 $417.87 $284.98 46.63 $419.20
JNJ Johnson & Johnson 0.004 5 $156.74 $158.16 $142.71 10.83 $172.01
FDX FedEx Corp. 0.004 5 $252.97 $289.59 $209.51 38.22 $291.27
SPY SPDR S&P 500 ETF Trust 0.004 5 $475.34 $523.14 $393.17 33.06 $524.61
SHYF Shyft Group Inc. 0.004 4 $12.22 $12.42 $9.81 26.61 $26.79
DENN Denny's Corp. 0.004 3 $10.88 $8.95 $8.12 10.22 $12.53
KGC Kinross Gold Corp. 0.004 3 $6.05 $6.14 $4.27 43.79 $6.30
LPX Louisiana-Pacific Corp. 0.004 3 $70.83 $83.94 $49.08 71.03 $84.10
DOV Dover Corp. 0.004 3 $153.81 $177.11 $126.39 40.13 $178.28
ASML ASML Holding NV 0.004 3 $756.93 $970.70 $559.12 73.61 $1056.34
IP International Paper 0.004 3 $38.98 $27.85 39.96 $41.28
AAN Aaron's Co. Inc. 0.004 3 $10.88 $7.52 $6.52 15.34 $15.49
D Dominion Energy Inc. 0.004 3 $47.00 $49.16 $38.09 29.06 $55.54
THS TreeHouse Foods 0.004 2 $41.45 $38.97 $34.76 12.11 $55.30
KNSL Kinsale Capital Group Inc. 0.004 2 $524.59 $291.93 79.70 $548.47
LRCX Lam Research 0.004 2 $783.26 $971.69 $471.34 106.15 $1005.23
KBR KBR Inc. 0.004 2 $63.66 $49.13 29.57 $65.40
COYA Coya Therapeutics Inc 0.004 2 $9.92 $3.21 209.03 $10.69
WBA Walgreens Boots Alliance 0.004 2 $21.67 $19.00 14.05 $33.40
BUD Anheuser-Busch InBev 0.004 2 $64.62 $60.77 $51.66 17.63 $66.32
WIX Wix.com Ltd. 0.004 2 $123.02 $137.42 $73.39 87.25 $146.21
NE Noble Corp. 0.004 2 $48.48 $34.04 42.42 $54.37
SYK Stryker Corp. 0.004 2 $299.46 $357.82 $248.74 43.85 $360.58
ADP Automatic Data Processing Inc. 0.004 2 $232.98 $249.59 $193.67 28.87 $255.10
MPLX MPLX LP 0.004 2 $36.72 $41.54 $30.94 34.26 $41.66
STEP StepStone Group Inc. CL A 0.004 2 $35.71 $18.70 90.96 $36.96
TRV Travelers Companies Inc. 0.004 1 $190.48 $230.12 $155.76 47.74 $230.85
RMNI Rimini Street Inc. 0.004 1 $3.26 $2.01 62.19 $5.32
ALGN Align Technology Inc. 0.004 1 $274.00 $327.62 $176.34 85.79 $413.20
IPG Interpublic Group 0.004 1 $32.62 $26.64 22.45 $39.74
KN Knowles Corp. 0.004 1 $16.12 $12.78 26.13 $18.48
TPIC TPI Composites Inc. 0.004 1 $2.92 $1.63 79.14 $13.68
CDW CDW Corp. 0.004 1 $229.49 $255.60 $156.94 62.86 $259.45
HMN Horace Mann Educators 0.004 1 $36.97 $26.96 37.13 $37.92
SAIC Science Applications International Corp. 0.004 1 $130.38 $94.53 37.92 $145.17
UAL United Airlines Holdings Inc. 0.004 1 $47.86 $33.68 42.10 $58.23
LZAGY Lonza Group Ag Unspon ADR 0.004 1 $59.43 $34.19 73.82 $66.00
OVV Ovintiv Inc. 0.004 1 $51.86 $31.21 66.16 $52.09
CNO CNO Financial Group Inc. 0.004 1 $27.48 $19.48 41.07 $28.23
SYNA Synaptics Inc. 0.004 1 $97.36 $67.73 43.75 $121.37
SHC Sotera Health Co 0.004 1 $12.01 $10.74 11.82 $19.40
SWN Southwestern Energy 0.004 1 $7.58 $4.57 65.86 $7.69
SBUX Starbucks Corp. 0.003 7 $96.01 $91.35 $87.19 4.77 $111.11
IBP Installed Building Products 0.003 5 $182.82 $258.69 $102.61 152.11 $261.55
MTB M&T Bank Corp. 0.003 5 $137.08 $145.41 $105.04 38.43 $147.01
BATRK Atlanta Braves Holdings Inc. Series C 0.003 4 $39.58 $39.08 $33.95 15.11 $50.15
FIVE Five Below Inc. 0.003 4 $213.16 $181.38 $144.57 25.46 $220.19
PEP PepsiCo Inc. 0.003 4 $169.84 $175.00 $151.16 15.77 $187.02
ENB Enbridge Inc. 0.003 3 $36.02 $36.16 $29.84 21.18 $37.20
NU Nu Holdings Ltd 0.003 3 $8.33 $11.93 $4.34 174.88 $12.39
PNC PNC Financial Services 0.003 3 $154.85 $161.63 $106.47 51.81 $162.24
ALEX Alexander & Baldwin 0.003 3 $19.02 $16.46 $15.17 8.50 $19.24
ODD Oddity Tech Ltd Cl A 0.003 3 $43.42 $24.12 80.02 $56.00
GLW Corning Inc. 0.003 3 $30.45 $32.93 $24.80 32.78 $35.06
CHD Church & Dwight 0.003 3 $94.56 $104.24 $81.77 27.48 $105.67
CLF Cleveland-Cliffs Inc. 0.003 3 $20.42 $22.73 $13.61 67.01 $22.78
CCI Crown Castle International Corp. 0.003 3 $115.19 $105.81 $82.40 28.41 $128.66
TTC Toro Co. 0.003 2 $95.99 $91.61 $77.74 17.84 $110.24
MSGS Madison Square Garden Sports Corp. 0.003 2 $181.85 $184.56 $164.79 12.00 $215.79
AXTA Axalta Coating Systems Ltd. 0.003 2 $33.97 $34.39 $25.03 37.40 $34.54
APD Air Products & Chemicals 0.003 2 $242.32 $210.69 15.01 $301.67
ARM Arvinmeritor Inc. 0.003 2 $124.97 $46.50 168.75 $164.00
EQH Equitable Holdings Inc. 0.003 2 $33.30 $38.02 $21.23 79.09 $38.32
ZI ZoomInfo Technologies Inc. 0.003 2 $16.04 $12.36 29.77 $30.16
VICI VICI Properties Inc. 0.003 2 $31.88 $29.77 $25.90 14.94 $32.28
BBD Banco Bradesco 0.003 2 $2.85 $2.39 19.25 $3.55
BHC Bausch Health 0.003 2 $8.02 $10.61 $5.57 90.48 $10.80
KMB Kimberly-Clark 0.003 2 $129.33 $114.07 13.38 $142.41
DBD Diebold Nixdorf Inc 0.003 1 $31.91 $16.50 93.39 $33.49
APA APA Corp. 0.003 1 $35.88 $34.38 $29.47 16.66 $45.24
005830.KS DB Insurance Co. Ltd 0.003 1
BRCC BRC Inc. 0.003 1 $4.27 $2.51 70.12 $5.85
GGG Graco Inc. 0.003 1 $86.76 $93.46 $67.93 37.58 $94.77
MGA Magna International Inc. 0.003 1 $59.08 $54.49 $45.92 18.66 $63.64
* "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.