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 |
| CHH | Choice Hotels Int. Inc. | 0.000 | 1 | $106.16 | $83.55 | 27.06 | $135.30 | |
| KR | Kroger Co. | 0.000 | 1 | $72.36 | $70.60 | $58.00 | 21.72 | $76.18 |
| EWJ | iShares MSCI Japan ETF | 0.000 | 1 | $90.29 | $68.53 | 31.75 | $94.28 | |
| MTG | MGIC Investment | 0.000 | 1 | $26.08 | $24.23 | 7.64 | $29.63 | |
| EQT | EQT Corp. | 0.000 | 1 | $63.64 | $59.77 | $48.06 | 24.37 | $68.05 |
| ANRO | Alto Neuroscience Inc | 0.000 | 1 | $20.45 | $2.15 | 851.16 | $28.44 | |
| HRI | HERC Holdings Inc. | 0.000 | 1 | $99.54 | $128.32 | $88.45 | 45.08 | $187.47 |
| XLF | Financial Select Sector SPDR | 0.000 | 1 | $50.99 | $47.67 | 6.96 | $56.23 | |
| IDXX | IDEXX Laboratories | 0.000 | 1 | $561.89 | $546.49 | $496.61 | 10.04 | $769.98 |
| WTFC | Wintrust Financial Corp. | 0.000 | 1 | $146.30 | $113.01 | 29.46 | $162.35 | |
| TXRH | Texas Roadhouse Inc-A | 0.000 | 1 | $173.82 | $153.83 | 12.99 | $196.85 | |
| DOW | Dow Inc. | 0.000 | 1 | $41.65 | $37.74 | $19.58 | 92.75 | $42.74 |
| O | Realty Income Corp. | 0.000 | 1 | $62.09 | $51.73 | 20.03 | $67.35 | |
| KEYS | Keysight Technologies Inc. | 0.000 | 1 | $282.37 | $344.11 | $152.85 | 125.13 | $370.18 |
| XLI | Industrial Select Sect SPDR | 0.000 | 1 | $173.62 | $137.77 | 26.02 | $178.80 | |
| FAST | Fastenal | 0.000 | 1 | $46.40 | $43.57 | $38.55 | 13.02 | $49.83 |
| PAX | Patria Investments Ltd A | 0.000 | 1 | $10.93 | $10.89 | 0.37 | $17.36 | |
| ALB | Albemarle Corp. | 0.000 | 1 | $195.63 | $52.77 | 270.72 | $215.71 | |
| VOYA | Voya Financial Inc. | 0.000 | 1 | $80.00 | $63.35 | 26.28 | $84.00 | |
| ACLS | Axcelis Technologies | 0.000 | 1 | $143.23 | $55.93 | 156.09 | $171.61 | |
| VCTR | Victory Capital Holdings | 0.000 | 1 | $82.35 | $56.18 | 46.58 | $88.73 | |
| OBDC | Blue Owl Capital Corp. | 0.000 | 1 | $11.74 | $10.34 | 13.54 | $13.83 | |
| ORN | Orion Group Holdings | 0.000 | 1 | $14.51 | $6.44 | 125.31 | $15.85 | |
| CTOS | Custom Truck One Source Inc. | 0.000 | 1 | $9.26 | $4.19 | 121.00 | $10.22 | |
| BDC | Belden Inc. | 0.000 | 1 | $101.96 | $101.00 | 0.95 | $159.93 | |
| EVR | Evercore Inc. | 0.000 | 1 | $323.26 | $214.73 | 50.54 | $387.71 | |
| PLXS | Plexus Corp. | 0.000 | 1 | $202.54 | $250.03 | $115.35 | 116.76 | $275.83 |
| FUBO | fuboTV Inc. | 0.000 | 1 | $9.97 | $8.31 | 19.98 | $56.64 | |
| GLPI | Gaming and Leisure Properties Inc. | 0.000 | 1 | $47.53 | $40.51 | 17.33 | $49.14 | |
| IBTG | Ishares Ibonds Dec 2026 Term | 0.000 | 1 | $22.87 | $21.97 | 4.10 | $22.88 | |
| CNK | Cinemark Holdings Inc. | 0.000 | 1 | $26.30 | $21.53 | 22.16 | $33.69 | |
| TRMLF | Tourmaline Oil Corp | 0.000 | 1 | $49.81 | $38.91 | 28.01 | $51.20 | |
| LIF | Life360 Inc | 0.000 | 1 | $39.08 | $37.01 | 5.59 | $112.54 | |
| TCHP | T Rowe Price Blue Chip Growth ETF | 0.000 | 1 | $50.89 | $41.30 | 23.22 | $52.28 | |
| AMPX | Amprius Technologies Inc | 0.000 | 1 | $15.48 | $2.34 | 561.54 | $22.80 | |
| IWS | Ishares Russell Mid Cap Valu | 0.000 | 1 | $154.62 | $123.62 | 25.08 | $159.71 | |
| VGLT | Vanguard Long Term Treasury | 0.000 | 1 | $53.19 | $50.84 | 4.62 | $57.26 | |
| REG | Regency Centers Corp. | 0.000 | 1 | $77.34 | $65.71 | 17.70 | $81.66 | |
| WD | Walker & Dunlop Inc. | 0.000 | 1 | $53.90 | $41.50 | 29.88 | $87.71 | |
| ETN | Eaton Corp. | 0.000 | 1 | $371.88 | $308.34 | 20.61 | $434.23 | |
| RNST | Renasant Corp. | 0.000 | 1 | $39.78 | $32.62 | 21.95 | $41.84 | |
| TEX | Terex Corp. | 0.000 | 1 | $59.10 | $55.39 | $41.59 | 33.18 | $71.31 |
| ESAB | ESAB Corp. | 0.000 | 1 | $84.46 | $84.25 | 0.25 | $137.28 | |
| KB | Kb Financial Group Inc ADR | 0.000 | 1 | $99.74 | $103.07 | $69.02 | 49.33 | $119.71 |
| VREX | Varex Imaging Corp. | 0.000 | 1 | $9.32 | $6.76 | 37.87 | $14.57 | |
| CPS | Cooper Standard Holdings Inc. | 0.000 | 1 | $29.30 | $19.32 | 51.66 | $47.98 | |
| VPG | Vishay Precision Group | 0.000 | 1 | $43.41 | $97.95 | $24.89 | 293.53 | $108.00 |
| HQY | HealthEquity Inc. | 0.000 | 1 | $82.81 | $72.76 | 13.81 | $116.65 | |
| OUT | Outfront Media Inc. | 0.000 | 1 | $26.50 | $32.11 | $14.60 | 119.93 | $34.96 |
| CUBI | Customers Bancorp Inc. | 0.000 | 1 | $74.15 | $49.54 | 49.68 | $82.56 | |
| VLY | Valley National Bancorp | 0.000 | 1 | $12.93 | $8.12 | 59.24 | $14.12 | |
| COTY | Coty Inc. | 0.000 | 1 | $1.93 | $1.92 | 0.52 | $5.34 | |
| KWR | Quaker Chemical | 0.000 | 1 | $134.02 | $101.81 | 31.64 | $182.29 | |
| UPWK | Upwork Inc. | 0.000 | 1 | $8.45 | $7.44 | 13.58 | $22.84 | |
| GLNG | Golar LNG Ltd. | 0.000 | 1 | $55.65 | $34.83 | 59.78 | $57.79 | |
| VZ | Verizon Communications | 0.000 | 1 | $50.20 | $47.74 | $10.26 | 365.30 | $50.91 |
| LIVN | LivaNova PLC | 0.000 | 1 | $72.92 | $41.02 | 77.77 | $74.32 | |
| FLY | Firefly Aerospace Inc | 0.000 | 1 | $42.57 | $16.00 | 166.06 | $73.80 | |
| SDY | SPDR S&P Dividend ETF | 0.000 | 1 | $147.75 | $128.50 | 14.98 | $155.44 | |
| ANIP | ANI Pharmaceuticals Inc. | 0.000 | 1 | $80.32 | $56.71 | 41.63 | $99.50 | |
| PAAS | Pan American Silver Corp. | 0.000 | 1 | $54.72 | $52.87 | $22.62 | 133.73 | $69.58 |
| INMD | Inmode Ltd | 0.000 | 1 | $13.97 | $12.72 | 9.83 | $16.74 | |
| RIO | Rio Tinto plc | 0.000 | 1 | $100.92 | $52.85 | 90.96 | $112.58 | |
| CMI | Cummins Inc. | 0.000 | 1 | $538.02 | $659.46 | $304.00 | 116.93 | $718.08 |
| VONE | Vanguard Russell 1000 | 0.000 | 1 | $330.71 | $258.56 | 27.90 | $337.76 | |
| VEU | Vanguard FTSE All World ex US ETF | 0.000 | 1 | $75.11 | $80.77 | $62.52 | 29.19 | $83.80 |
| VICI | VICI Properties Inc. | 0.000 | 1 | $28.37 | $26.55 | 6.85 | $32.48 | |
| BBY | Best Buy Co. Inc. | 0.000 | 1 | $64.20 | $59.29 | $55.10 | 7.60 | $82.62 |
| BWLP | Bw Lpg Ltd | 0.000 | 1 | $21.50 | $6.00 | 258.33 | $21.76 | |
| GEN | Gen Digital Inc. | 0.000 | 1 | $23.49 | $17.78 | 32.11 | $31.77 | |
| ATAI | AtaiBeckley Inc. | 0.000 | 1 | $3.96 | $1.66 | 138.55 | $6.75 | |
| APPN | Appian Corp. | 0.000 | 1 | $19.50 | $18.68 | 4.39 | $46.06 | |
| MAVF | Matrix Advisors Value ETF | 0.000 | 1 | $130.77 | $98.36 | 32.95 | $134.06 | |
| UVV | Universal Corp. | 0.000 | 1 | $54.40 | $47.74 | 13.95 | $63.38 | |
| RCL | Royal Caribbean Cruises Ltd. | 0.000 | 1 | $247.20 | $229.23 | 7.84 | $362.21 | |
| HVT | Haverty Furniture | 0.000 | 1 | $21.22 | $18.51 | 14.64 | $27.26 | |
| FMS | Fresenius Medical Care AG & Co KCaG | 0.000 | 1 | $22.56 | $22.10 | $20.02 | 10.39 | $29.71 |
| PAHC | Phibro Animal Health Corp. | 0.000 | 1 | $33.90 | $22.21 | 52.63 | $60.08 | |
| WSR | Whitestone REIT | 0.000 | 1 | $18.97 | $11.25 | 68.62 | $19.01 | |
| EXPD | Expeditors Int'l | 0.000 | 1 | $157.60 | $109.32 | 44.16 | $167.19 | |
| YUMC | Yum China Holdings Inc. | 0.000 | 1 | $48.78 | $45.33 | $41.02 | 10.51 | $58.07 |
| QNST | QuinStreet Inc. | 0.000 | 1 | $11.34 | $10.29 | 10.20 | $17.13 | |
| LOPE | Grand Canyon Education | 0.000 | 1 | $159.50 | $149.37 | 6.78 | $223.04 | |
| EQX | Equinox Gold Corp | 0.000 | 1 | $12.22 | $5.60 | 118.21 | $18.94 | |
| COHR | Coherent Corp. | 0.000 | 1 | $238.20 | $353.63 | $73.66 | 380.08 | $413.00 |
| LINC | Lincoln Educational Services Corp. | 0.000 | 1 | $47.51 | $17.29 | 174.78 | $53.50 | |
| LOGI | Logitech International SA | 0.000 | 1 | $103.66 | $80.83 | 28.24 | $123.01 | |
| NTCT | NetScout Systems | 0.000 | 1 | $39.00 | $20.39 | 91.27 | $40.92 | |
| SPYG | SPDR Portfolio S&P 500 Growt | 0.000 | 1 | $116.39 | $86.73 | 34.20 | $120.42 | |
| ANNX | Annexon Inc. | 0.000 | 1 | $4.91 | $1.85 | 165.41 | $7.18 | |
| WEX | WEX Inc. | 0.000 | 1 | $141.08 | $128.91 | 9.44 | $186.86 | |
| EWZ | Ishares Msci Brazil ETF | 0.000 | 1 | $37.29 | $25.38 | 46.93 | $42.02 | |
| SMWB | Similarweb Ltd | 0.000 | 1 | $3.18 | $2.22 | 43.24 | $10.75 | |
| CCRN | Cross Country Healthcare | 0.000 | 1 | $13.10 | $7.43 | 76.31 | $14.99 | |
| ACM | AECOM Technology Corp. | 0.000 | 1 | $71.18 | $67.64 | 5.23 | $134.61 | |
| CHCT | Community Healthcare Trust Inc. | 0.000 | 1 | $17.34 | $12.11 | 43.19 | $17.63 | |
| BJ | BJ's Wholesale Club | 0.000 | 1 | $95.94 | $86.68 | 10.68 | $120.08 | |
| JCI | Johnson Controls Intl. plc | 0.000 | 1 | $130.95 | $135.42 | $94.70 | 43.00 | $147.32 |
| RRC | Range Resources Corp. | 0.000 | 1 | $43.12 | $32.36 | 33.25 | $48.31 | |
| TD | Toronto-Dominion Bank | 0.000 | 1 | $107.91 | $62.16 | 73.60 | $109.22 | |
* "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.