No. of buys/adds (reported so far): 1375
Q4 2023 and Q1 2024
| Symbol | Stock | %▲ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| KMX | CarMax Inc. | 0.047 | 7 | $87.11 | $71.03 | $59.66 | 19.06 | $88.22 |
| TOST | Toast Inc. | 0.048 | 1 | $25.19 | $13.77 | 82.93 | $27.90 | |
| PENN | Penn National Gaming Inc. | 0.048 | 1 | $18.57 | $13.50 | 37.56 | $29.38 | |
| CPAY | Corpay Inc. | 0.048 | 4 | $308.54 | $261.79 | $220.39 | 18.78 | $319.05 |
| BRKR | Bruker Corp. | 0.049 | 1 | $77.33 | $53.65 | 44.14 | $94.86 | |
| USB | U.S. Bancorp | 0.049 | 4 | $44.70 | $39.26 | $29.79 | 31.79 | $44.91 |
| LVS | Las Vegas Sands Corp. | 0.050 | 3 | $51.70 | $44.92 | $42.99 | 4.49 | $60.29 |
| OGN | Organon & Co. | 0.050 | 3 | $18.80 | $20.47 | $10.53 | 94.40 | $22.54 |
| ADBE | Adobe Inc. | 0.050 | 5 | $504.60 | $523.60 | $433.97 | 20.65 | $638.25 |
| UNH | United Health Group Inc. | 0.050 | 9 | $498.80 | $485.66 | $434.54 | 11.76 | $550.19 |
| VST | Vistra Corp. | 0.051 | 2 | $69.65 | $88.77 | $24.47 | 262.77 | $106.96 |
| BCC | Boise Cascade Company | 0.051 | 2 | $123.70 | $75.68 | 63.45 | $154.45 | |
| BBWI | Bath & Body Works Inc. | 0.051 | 3 | $50.02 | $42.18 | $26.90 | 56.80 | $52.76 |
| CRH | CRH plc | 0.051 | 6 | $86.26 | $76.34 | $50.33 | 51.68 | $87.62 |
| TMO | Thermo Fisher Scientific | 0.052 | 5 | $581.21 | $558.25 | $414.76 | 34.60 | $603.01 |
| CHRD | Chord Energy | 0.053 | 1 | $167.32 | $137.20 | 21.95 | $188.02 | |
| CVNA | Carvana Co. | 0.054 | 2 | $87.91 | $108.63 | $20.60 | 427.33 | $129.00 |
| COF | Capital One Financial | 0.055 | 3 | $148.89 | $137.82 | $86.97 | 58.47 | $149.30 |
| LNC | Lincoln National | 0.055 | 3 | $31.93 | $32.08 | $20.22 | 58.65 | $33.33 |
| PTLO | Portillo's Inc Cl A | 0.057 | 1 | $9.90 | $9.55 | 3.66 | $23.99 | |
| ZTS | Zoetis Inc. | 0.060 | 7 | $169.21 | $168.99 | $144.80 | 16.71 | $200.89 |
| FSLR | First Solar Inc. | 0.061 | 1 | $262.64 | $129.22 | 103.25 | $306.77 | |
| ALIT | Alight Inc. | 0.061 | 2 | $9.85 | $7.50 | $6.33 | 18.48 | $10.38 |
| MCK | McKesson Corp. | 0.061 | 4 | $536.85 | $605.12 | $393.82 | 53.65 | $605.26 |
| INTU | Intuit Inc. | 0.063 | 3 | $649.71 | $616.03 | $437.14 | 40.92 | $676.62 |
| PDD | Pinduoduo Inc. | 0.064 | 2 | $116.25 | $143.65 | $66.40 | 116.34 | $164.69 |
| DE | Deere & Co. | 0.064 | 7 | $410.74 | $383.01 | $351.85 | 8.86 | $445.13 |
| MGM | MGM Resorts International | 0.066 | 3 | $47.21 | $42.12 | $34.12 | 23.45 | $51.35 |
| AAPL | Apple Inc. | 0.067 | 12 | $173.21 | $210.04 | $163.63 | 28.36 | $220.20 |
| CP | Canadian Pacific Kansas City | 0.069 | 6 | $88.18 | $78.25 | $68.69 | 13.92 | $91.43 |
| PFE | Pfizer Inc. | 0.072 | 6 | $27.75 | $27.87 | $24.83 | 12.24 | $36.92 |
| VTLE | Vital Energy Inc. | 0.077 | 4 | $52.54 | $43.43 | $40.00 | 8.58 | $62.87 |
| NKE | NIKE Inc. | 0.077 | 5 | $93.98 | $95.79 | $87.71 | 9.21 | $122.47 |
| GE | GE Aerospace | 0.078 | 7 | $175.53 | $165.55 | $81.40 | 103.38 | $170.80 |
| HUM | Humana Inc. | 0.079 | 4 | $346.72 | $358.13 | $298.61 | 19.93 | $528.15 |
| BP | BP plc | 0.080 | 1 | $37.68 | $35.76 | $32.72 | 9.29 | $39.93 |
| GT | Goodyear Tire & Rubber | 0.083 | 4 | $13.73 | $11.27 | $11.23 | 0.36 | $16.51 |
| BIDU | Baidu Inc. | 0.084 | 5 | $97.71 | $89.12 | $89.12 | 0.00 | $156.98 |
| NVRO | Nevro Corp. | 0.085 | 1 | $8.57 | $8.46 | 1.30 | $26.53 | |
| WBD | Warner Bros. Discovery Inc. | 0.085 | 5 | $8.73 | $7.05 | $6.96 | 1.29 | $14.76 |
| ORLA | Orla Mining Ltd | 0.087 | 3 | $3.77 | $3.92 | $2.60 | 50.77 | $4.82 |
| CI | Cigna Group | 0.089 | 2 | $363.19 | $336.31 | $251.86 | 33.53 | $364.21 |
| SNX | SYNNEX Corp. | 0.091 | 1 | $113.10 | $131.48 | $86.40 | 52.18 | $133.85 |
| PHYS | Sprott Physical Gold Trust | 0.092 | 1 | $18.34 | $14.00 | 31.00 | $18.93 | |
| AAP | Advance Auto Parts | 0.093 | 4 | $85.04 | $65.88 | $47.38 | 39.05 | $88.28 |
| GEHC | GE HealthCare Technologies Inc. | 0.094 | 3 | $90.91 | $79.69 | $62.28 | 27.95 | $94.43 |
| PRAA | PRA Group Inc. | 0.097 | 1 | $20.68 | $11.85 | 74.51 | $31.43 | |
| LGIH | LGI Homes Inc. | 0.102 | 5 | $116.37 | $91.55 | $84.16 | 8.78 | $141.91 |
| JD | JD.com Inc. | 0.104 | 5 | $27.39 | $28.61 | $20.24 | 41.35 | $40.78 |
| PM | Philip Morris Intl. | 0.104 | 6 | $91.62 | $101.61 | $84.86 | 19.74 | $104.90 |
| EL | Estee Lauder Cos. | 0.104 | 6 | $154.12 | $111.20 | $100.68 | 10.45 | $195.06 |
| PTEN | Patterson-UTI Energy Inc. | 0.105 | 3 | $11.94 | $9.96 | $9.52 | 4.62 | $15.62 |
| AZO | AutoZone Inc. | 0.107 | 2 | $3151.67 | $3021.11 | $2375.35 | 27.19 | $3256.37 |
| HCA | HCA Healthcare Inc. | 0.108 | 8 | $333.52 | $337.36 | $214.61 | 57.20 | $342.86 |
| MCO | Moody's Corp. | 0.109 | 6 | $393.03 | $423.30 | $296.94 | 42.55 | $423.80 |
| CVS | CVS Health Corp. | 0.115 | 5 | $79.76 | $60.95 | $52.77 | 15.50 | $81.71 |
| C | Citigroup Inc. | 0.117 | 7 | $63.36 | $60.78 | $37.00 | 64.27 | $64.98 |
| NATL | NCR Atleos Corp. | 0.121 | 3 | $19.75 | $27.33 | $18.00 | 51.83 | $29.20 |
| PAYC | Paycom Software Inc. | 0.121 | 5 | $199.01 | $145.66 | $140.12 | 3.95 | $371.19 |
| ARCH | Arch Resources Inc. | 0.131 | 1 | $157.20 | $104.40 | 50.57 | $186.37 | |
| SQ | Block Inc. | 0.135 | 5 | $84.58 | $63.22 | $38.85 | 62.73 | $87.52 |
| DHR | Danaher Corp. | 0.135 | 7 | $249.72 | $247.86 | $181.70 | 36.41 | $269.11 |
| ORCL | Oracle Corp. | 0.144 | 7 | $125.61 | $143.38 | $98.56 | 45.47 | $145.32 |
| BRK.A | Berkshire Hathaway CL A | 0.150 | 3 | $638893.56 | $615400.05 | $502000.00 | 22.59 | $741971.39 |
| MNDY | monday.com Ltd. | 0.158 | 1 | $225.87 | $217.09 | $122.13 | 77.75 | $249.00 |
| EXPE | Expedia Group Inc. | 0.162 | 2 | $137.75 | $126.13 | $92.48 | 36.39 | $160.05 |
| FOUR | Shift4 Payments Inc. CL A | 0.169 | 1 | $70.95 | $42.91 | 65.35 | $92.30 | |
| BABA | Alibaba Group Holdings | 0.180 | 8 | $71.90 | $74.42 | $65.78 | 13.13 | $99.84 |
| VYX | NCR Voyix Corp. | 0.184 | 4 | $12.63 | $12.23 | $10.99 | 11.28 | $30.99 |
| DIS | Walt Disney Co. | 0.186 | 8 | $122.18 | $101.84 | $78.48 | 29.77 | $123.74 |
| HCC | Warrior Met Coal Inc. | 0.194 | 2 | $60.70 | $67.63 | $36.17 | 86.98 | $73.08 |
| AMZN | Amazon.com Inc. | 0.235 | 11 | $180.38 | $184.96 | $118.35 | 56.28 | $191.70 |
| GOOGL | Alphabet Inc. | 0.243 | 15 | $152.33 | $175.89 | $115.09 | 52.83 | $180.41 |
| MSFT | Microsoft Corp. | 0.245 | 14 | $420.79 | $444.95 | $305.96 | 45.43 | $450.94 |
| CHTR | Charter Communications | 0.315 | 14 | $290.63 | $282.90 | $236.08 | 19.83 | $458.30 |
* "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.