No. of buys/adds (reported so far): 1493
Q4 2025 and Q1 2026
| Symbol | Stock | % | Buys▼ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| MNRO | Monro Inc. | 0.011 | 1 | $15.28 | $11.51 | 32.75 | $23.61 | |
| CPRX | Catalyst Pharmaceuticals Inc. | 0.011 | 1 | $24.76 | $31.21 | $19.05 | 63.83 | $32.56 |
| STUB | Stubhub Holdings Inc Class A | 0.011 | 1 | $6.24 | $9.54 | $5.74 | 66.20 | $27.89 |
| AIT | Applied Industrial Tech. | 0.010 | 1 | $302.64 | $216.96 | 39.49 | $316.58 | |
| KLAC | KLA Corp. | 0.010 | 1 | $1472.42 | $1740.58 | $735.70 | 136.59 | $1936.89 |
| SMH | Semiconductor HOLDRs | 0.009 | 1 | $543.96 | $233.86 | 132.60 | $581.17 | |
| WLTH | Wealthfront Corp | 0.009 | 1 | $11.88 | $7.20 | 65.00 | $14.88 | |
| NESR | National Energy Services Reunited Corp. | 0.009 | 1 | $21.47 | $25.41 | $5.47 | 364.53 | $27.25 |
| VSCO | Victoria's Secret & Co. | 0.009 | 1 | $45.20 | $17.53 | 157.84 | $66.89 | |
| EEFT | Euronet Worldwide Inc. | 0.009 | 1 | $67.17 | $63.73 | 5.40 | $114.25 | |
| ZD | Ziff Davis Inc. | 0.009 | 1 | $41.95 | $22.45 | 86.86 | $50.55 | |
| BE | Bloom Energy Corp. | 0.008 | 1 | $135.50 | $261.34 | $17.01 | 1436.39 | $310.00 |
| TDS | Telephone & Data Systems | 0.008 | 1 | $42.10 | $42.06 | $32.50 | 29.42 | $49.12 |
| AAON | AAON Inc. | 0.008 | 1 | $130.27 | $61.78 | 110.86 | $149.00 | |
| JD | JD.com Inc. | 0.008 | 1 | $29.57 | $32.38 | $23.66 | 36.86 | $35.59 |
| DLR | Digital Realty Trust Inc. | 0.008 | 1 | $186.28 | $145.24 | 28.26 | $208.14 | |
| CTRN | Citi Trends Inc. | 0.008 | 1 | $37.55 | $25.00 | 50.20 | $56.78 | |
| CFR | Cullen Frost Bankers | 0.007 | 1 | $137.08 | $138.23 | $117.23 | 17.91 | $147.94 |
| C | Citigroup Inc. | 0.007 | 1 | $113.41 | $119.97 | $70.06 | 71.24 | $134.65 |
| FIG | Figma Inc Cl A | 0.007 | 1 | $23.27 | $16.60 | 40.18 | $142.92 | |
| MET | MetLife Inc. | 0.007 | 1 | $70.72 | $81.07 | $66.82 | 21.33 | $82.62 |
| DTE | DTE Energy Co. | 0.007 | 1 | $143.15 | $125.25 | 14.29 | $153.72 | |
| KRSP | Rice Acquisition Corp 3 A | 0.007 | 1 | $10.87 | $10.21 | 6.46 | $11.00 | |
| BF.B | Brown-Forman Corp. | 0.007 | 1 | $26.44 | $25.92 | $22.61 | 14.64 | $34.94 |
| SGI | Somnigroup International Inc. | 0.006 | 1 | $73.92 | $61.49 | $61.00 | 0.80 | $98.36 |
| AES | AES Corp. | 0.006 | 1 | $14.30 | $9.00 | 58.89 | $17.44 | |
| AMH | American Homes 4 Rent | 0.006 | 1 | $27.92 | $31.71 | $27.22 | 16.50 | $37.36 |
| OXY | Occidental Petroleum | 0.006 | 1 | $65.00 | $60.70 | $38.62 | 57.17 | $67.45 |
| GLOB | Globant S.A. | 0.006 | 1 | $40.25 | $32.50 | 23.85 | $107.12 | |
| OPCH | Option Care Health Inc. | 0.006 | 1 | $20.86 | $18.01 | 15.82 | $36.80 | |
| TAL | TAL Education Group | 0.006 | 1 | $10.52 | $9.62 | 9.36 | $13.37 | |
| CART | Maplebear Inc | 0.006 | 1 | $40.98 | $32.73 | 25.21 | $53.50 | |
| FBTC | Fidelity Wise Origin Bitcoin | 0.006 | 1 | $66.82 | $54.21 | 23.26 | $110.25 | |
| XP | XP Inc. | 0.006 | 1 | $19.04 | $16.67 | $15.45 | 7.90 | $23.13 |
| ANDG | Andersen Group Inc A | 0.005 | 1 | $34.94 | $18.12 | 92.83 | $39.54 | |
| SMPL | Simply Good Foods Co. | 0.005 | 1 | $11.41 | $10.21 | 11.75 | $36.25 | |
| NTNX | Nutanix Inc. | 0.005 | 1 | $48.27 | $34.01 | 41.93 | $82.42 | |
| PRDO | Perdoceo Education Corp. | 0.005 | 1 | $33.89 | $26.39 | 28.42 | $38.50 | |
| PKG | Packaging Corp. of America | 0.005 | 1 | $203.17 | $181.50 | 11.94 | $248.05 | |
| DKNG | DraftKings Inc. | 0.005 | 1 | $25.12 | $20.46 | 22.78 | $48.78 | |
| ONIT | Onity Group Inc. | 0.005 | 1 | $35.94 | $35.47 | 1.33 | $54.10 | |
| RIOT | Riot Blockchain Inc. | 0.005 | 1 | $23.77 | $7.93 | 199.75 | $25.86 | |
| ASHTF | Ashtead Group plc | 0.005 | 1 | $72.36 | $44.80 | 61.52 | $76.61 | |
| XYZ | Block Inc. | 0.005 | 1 | $69.17 | $48.21 | 43.48 | $82.50 | |
| CVI | CVR Energy Inc. | 0.004 | 1 | $34.34 | $19.56 | 75.56 | $41.54 | |
| ST | Sensata Technologies Holding | 0.004 | 1 | $35.22 | $46.41 | $24.35 | 90.60 | $49.36 |
| BR | Broadridge Financial Solutions | 0.004 | 1 | $149.43 | $139.79 | 6.90 | $268.23 | |
| ECVT | Ecovyst Inc. | 0.004 | 1 | $14.06 | $7.03 | 100.00 | $15.09 | |
| BRBR | BellRing Brands Inc. CL A | 0.004 | 1 | $8.89 | $8.85 | 0.45 | $67.00 | |
| CF | CF Industries Holdings Inc. | 0.004 | 1 | $125.24 | $75.01 | 66.96 | $141.96 | |
| PIPR | Piper Sandler Companies | 0.004 | 1 | $77.62 | $59.47 | 30.52 | $93.29 | |
| SAM | Boston Beer Company | 0.004 | 1 | $178.79 | $169.98 | 5.18 | $264.46 | |
| MANE | Veradermics Inc | 0.004 | 1 | $100.07 | $32.00 | 212.72 | $117.71 | |
| EVLV | Evolv Technologies Holdings | 0.003 | 1 | $5.71 | $4.87 | 17.25 | $8.91 | |
| ADMA | ADMA Biologics Inc. | 0.003 | 1 | $8.63 | $7.21 | 19.69 | $22.37 | |
| AS | Amer Sports Inc | 0.003 | 1 | $33.83 | $28.92 | 16.98 | $42.76 | |
| INCY | Incyte Corp. | 0.003 | 1 | $94.12 | $95.60 | $63.51 | 50.53 | $112.29 |
| MLM | Martin Marietta | 0.003 | 1 | $588.68 | $532.65 | $525.38 | 1.38 | $710.10 |
| ATKR | Atkore International Group Inc. | 0.003 | 1 | $71.74 | $52.42 | 36.86 | $78.68 | |
| BBW | Build-A-Bear Workshop Inc. | 0.003 | 1 | $37.48 | $34.08 | 9.98 | $74.86 | |
| SHEN | Shenandoah Telecommunications Co. | 0.003 | 1 | $16.46 | $9.67 | 70.22 | $17.35 | |
| POOL | Pool Corp. | 0.003 | 1 | $202.33 | $178.54 | $172.68 | 3.39 | $337.46 |
| VRM | Vroom Inc | 0.003 | 1 | $12.29 | $9.04 | 35.95 | $34.99 | |
| SFM | Sprouts Farmers Market Inc. | 0.003 | 1 | $90.02 | $64.75 | 39.03 | $182.00 | |
| QUAD | Quad/Graphics Inc. | 0.003 | 1 | $7.37 | $4.82 | 52.90 | $8.64 | |
| NICE | Nice Ltd Spon ADR | 0.003 | 1 | $94.76 | $84.38 | 12.30 | $180.61 | |
| AQN | Algonquin Power & Utilities | 0.003 | 1 | $5.78 | $5.08 | 13.78 | $7.03 | |
| EW | Edwards Lifesciences Corp. | 0.003 | 1 | $80.08 | $82.16 | $72.30 | 13.64 | $87.89 |
| NOK | Nokia Corp. | 0.003 | 1 | $8.04 | $13.67 | $3.94 | 246.95 | $15.19 |
| HCC | Warrior Met Coal Inc. | 0.003 | 1 | $93.15 | $85.01 | $40.63 | 109.23 | $105.15 |
| PONY | Pony Ai Inc | 0.002 | 1 | $8.32 | $7.99 | 4.13 | $24.92 | |
| MORN | Morningstar Inc. | 0.002 | 1 | $171.81 | $148.64 | 15.59 | $313.94 | |
| ODD | Oddity Tech Ltd Cl A | 0.002 | 1 | $12.54 | $10.80 | 16.11 | $79.18 | |
| PRKS | United Parks and Resorts Inc. | 0.002 | 1 | $36.92 | $28.77 | 28.33 | $56.95 | |
| FER | Ferrovial Se | 0.002 | 1 | $64.99 | $49.12 | 32.31 | $74.07 | |
| MMI | Marcus & Millichap Inc. | 0.002 | 1 | $28.15 | $24.20 | 16.32 | $33.04 | |
| ITUB | ita Unibanco Holding S.A. | 0.002 | 1 | $7.68 | $5.48 | 40.15 | $9.57 | |
| HON | Honeywell Int'l Inc. | 0.002 | 1 | $226.03 | $217.15 | $184.82 | 17.49 | $246.82 |
| CIB | Grupo Cibest SA ADR | 0.002 | 1 | $63.74 | $39.57 | 61.08 | $84.80 | |
| SDRL | Seadrill Ltd | 0.002 | 1 | $45.50 | $54.23 | $22.30 | 143.18 | $55.20 |
| DMRA | Damora Therapeutics Inc. | 0.002 | 1 | $24.04 | $2.45 | 881.22 | $38.33 | |
| ON | ON Semiconductor Corp. | 0.002 | 1 | $106.02 | $40.62 | 161.00 | $119.10 | |
| QSR | Restaurant Brands International | 0.002 | 1 | $73.90 | $75.77 | $59.68 | 26.96 | $81.96 |
| MMSI | Merit Medical Systems Inc. | 0.002 | 1 | $63.77 | $59.74 | 6.75 | $100.05 | |
| G | Genpact Ltd. | 0.002 | 1 | $37.25 | $31.67 | $28.78 | 10.04 | $48.40 |
| IGOV | Ishares International Treasu | 0.002 | 1 | $41.03 | $40.36 | 1.66 | $43.12 | |
| WING | Wingstop Inc. | 0.002 | 1 | $128.34 | $116.35 | 10.31 | $386.78 | |
| IEX | IDEX Corp. | 0.001 | 1 | $189.55 | $205.15 | $156.01 | 31.50 | $223.85 |
| BCS | Barclays plc ADR | 0.001 | 1 | $21.16 | $22.63 | $16.88 | 34.06 | $27.38 |
| CDTX-OLD | Cidara Therapeutics Inc. | 0.001 | 1 | $221.32 | $15.22 | 1354.14 | $221.42 | |
| FSLR | First Solar Inc. | 0.001 | 1 | $197.26 | $221.71 | $135.50 | 63.62 | $285.99 |
| FVRR | Fiverr Int Ltd | 0.001 | 1 | $10.39 | $9.67 | 7.45 | $34.13 | |
| MUSA | Murphy USA Inc. | 0.001 | 1 | $569.58 | $343.20 | 65.96 | $609.13 | |
| FMX | Fomento Economico Mexicano | 0.001 | 1 | $111.06 | $121.86 | $78.42 | 55.39 | $125.71 |
| DOCS | Doximity Inc. | 0.001 | 1 | $19.26 | $17.15 | 12.30 | $76.51 | |
| IWN | Ishares Russell 2000 Value E | 0.001 | 1 | $189.64 | $204.23 | $144.33 | 41.50 | $213.19 |
| GLDM | SPDR Gold Minishares Trust | 0.001 | 1 | $88.70 | $64.11 | 38.36 | $109.74 | |
| BKLN | Invesco Senior Loan ETF | 0.001 | 1 | $20.50 | $19.53 | 4.97 | $20.68 | |
| FSLY | Fastly Inc. | 0.001 | 1 | $16.36 | $6.29 | 160.10 | $34.82 | |
| ZG | Zillow Group Inc. CL A | 0.001 | 1 | $36.42 | $36.18 | 0.66 | $90.22 | |
* "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.