No. of buys/adds (reported so far): 1493

Q4 2025 and Q1 2026

Quote data provided by Intrinio
Symbol Stock % Buys Hold Price* Current
Price
52 Week
Low
% Above
52 Week
Low
52 Week
High
DVDCF Davide Campari-Milano S.p.A. 0.000 1 $6.35 $6.06 4.79 $7.98
MASI Masimo Corp. 0.000 1 $178.48 $125.94 41.72 $179.00
BYRN Byrna Technologies Inc 0.000 1 $5.07 $4.84 4.75 $34.30
ITGR Integer Holdings Corp. 0.000 1 $90.44 $62.00 45.87 $123.78
PNTG Pennant Group Inc. 0.000 1 $34.98 $21.73 60.98 $37.54
ANGO AngioDynamics Inc. 0.000 1 $11.44 $8.36 36.84 $13.99
USIG Ishares Broad Usd Investment 0.000 1 $50.56 $47.61 6.20 $51.85
PAGS PagSeguro Digital Ltd. 0.000 1 $8.95 $7.38 21.27 $12.03
IIIV I3 Verticals Inc. CL A 0.000 1 $19.05 $18.47 3.14 $33.97
BWXT BWX Technologies Inc. 0.000 1 $204.46 $197.33 $105.63 86.81 $241.50
NWL Newell Brands Inc. 0.000 1 $3.55 $2.96 19.93 $6.41
XGN Exagen Inc. 0.000 1 $3.73 $2.59 44.02 $12.23
ALGM Allegro MicroSystems Inc. 0.000 1 $41.65 $22.41 85.85 $51.40
KSA Ishrs Msci Saudi Arabia ETF 0.000 1 $38.49 $35.81 7.48 $41.00
CRI Carters Inc. 0.000 1 $35.74 $22.80 56.75 $44.12
CE Celanese Corp. 0.000 1 $53.49 $35.09 52.44 $70.70
ENR Energizer Holdings Inc. 0.000 1 $16.83 $16.00 5.19 $29.40
JAN Janus Living Inc Cl A 1 0.000 1 $26.55 $22.76 16.65 $28.52
GCMG Gcm Grosvenor Inc Class A 0.000 1 $10.51 $9.30 13.01 $12.94
ENS EnerSys 0.000 1 $217.41 $75.95 186.25 $239.69
CSIQ Canadian Solar Inc 0.000 1 $17.14 $9.41 82.15 $34.59
NOC Northrop Grumman Corp. 0.000 1 $682.23 $556.34 $460.88 20.71 $774.00
GAP Gap Inc. 0.000 1 $20.99 $18.30 14.70 $29.15
RMBS Rambus Inc. 0.000 1 $122.03 $52.12 134.13 $161.80
NTES NetEase.com Inc. 0.000 1 $111.94 $114.49 $108.67 5.36 $157.33
LQDA Liquidia Corp. 0.000 1 $58.03 $11.85 389.70 $58.03
STRL Sterling Construction Co. Inc. 0.000 1 $728.29 $176.15 313.45 $893.13
PGEN Precigen Inc. 0.000 1 $4.16 $1.28 225.00 $5.47
ENSG Ensign Group 0.000 1 $175.89 $134.65 30.63 $217.93
SHAK Shake Shack Inc. 0.000 1 $64.12 $59.49 7.78 $144.65
DGEAF Diageo Plc 0.000 1 $20.59 $17.67 16.53 $28.66
POWW Ammo Inc 0.000 1 $1.98 $1.08 83.33 $2.23
CRC California Resources Corp. 0.000 1 $62.47 $39.83 56.84 $71.98
IART Integra LifeSciences Holdings 0.000 1 $14.38 $8.70 65.29 $16.49
ACA Arcosa Inc. 0.000 1 $117.24 $81.79 43.34 $135.58
PDS Precision Drilling Corp. 0.000 1 $100.17 $40.39 148.01 $103.80
CALY Callaway Golf Co. 0.000 1 $13.89 $14.96 $5.87 154.86 $18.00
DGII Digi International 0.000 1 $48.20 $61.45 $30.69 100.23 $69.81
CPAY Corpay Inc. 0.000 1 $290.99 $343.14 $252.84 35.71 $361.99
ANF Abercrombie & Fitch Co. 0.000 1 $70.28 $65.45 7.38 $133.11
COCO Vita Coco Co Inc 0.000 1 $76.45 $31.79 140.48 $79.70
SNAP Snap Inc. 0.000 1 $5.55 $3.81 45.67 $10.41
CX Cemex 0.000 1 $11.44 $12.27 $6.59 86.19 $13.67
A Agilent Technologies 0.000 1 $113.98 $110.57 $106.20 4.11 $159.62
HYBB Ishares Bb Rated Corp Bond 0.000 1 $46.30 $43.30 6.93 $46.92
MZTI The Marzetti Company 0.000 1 $114.04 $111.04 2.70 $187.68
HCI HCI Group Inc. 0.000 1 $189.67 $155.71 $135.01 15.33 $208.93
SMA Smartstop Self Storage Reit 0.000 1 $29.63 $29.16 1.61 $38.49
CLFD Clearfield Inc. 0.000 1 $41.67 $23.76 75.38 $46.76
HAL Halliburton Co. 0.000 1 $38.99 $42.98 $18.86 127.89 $43.37
PRTH Priority Technology Holdings 0.000 1 $5.75 $4.44 29.50 $8.89
MKSI MKS Instruments 0.000 1 $294.04 $79.86 268.19 $326.84
LUXE LuxExperience B.V. 0.000 1 $7.82 $7.00 11.71 $11.38
KNCRF Konecranes Oyj 0.000 1 $31.76 $24.10 31.78 $35.01
XCEM Columbia Em Core Ex China 0.000 1 $47.68 $30.57 55.97 $50.65
PENG Penguin Solutions Inc. 0.000 1 $46.27 $16.04 188.47 $53.27
NUV Nuveen Municipal Value 0.000 1 $9.04 $8.10 11.60 $9.20
NPKI NPK International Inc. 0.000 1 $15.29 $7.63 100.39 $16.50
DLX Deluxe Corp. 0.000 1 $23.34 $12.89 81.07 $31.67
HOLX-OLD Hologic Inc. 0.000 1 $76.04 $51.90 46.51 $76.07
QFIN Qifu Technology Inc. 0.000 1 $12.75 $11.60 9.91 $42.43
APO Apollo Global Management 0.000 1 $111.42 $131.15 $99.14 32.29 $154.81
CEPT Cantor Equity Partners Cl A 0.000 1 $12.68 $10.33 22.75 $13.74
DCOM Dime Community Bancshares 0.000 1 $35.71 $23.78 50.17 $37.90
CINF Cincinnati Financial 0.000 1 $164.81 $129.18 27.58 $173.25
CAVA Cava Group Inc 0.000 1 $77.13 $43.41 77.68 $100.94
NWE Northwestern Corp. 0.000 1 $70.97 $48.90 45.13 $75.18
ETSY Etsy Inc. 0.000 1 $58.21 $44.00 32.30 $76.52
MUR Murphy Oil 0.000 1 $41.25 $40.34 $19.43 107.62 $42.97
MKC McCormick & Co. 0.000 1 $47.25 $44.82 5.42 $75.94
ADPT Adaptive Biotechnologies Corp. 0.000 1 $13.88 $12.96 $8.50 52.47 $20.76
ASPN Aspen Aerogels Inc. 0.000 1 $5.12 $2.30 122.61 $9.78
TBBB Bbb Foods Inc Class A 0.000 1 $36.32 $23.81 52.54 $40.09
CBZ CBIZ Inc. 0.000 1 $28.73 $24.29 18.28 $77.91
RGLD Royal Gold Inc. 0.000 1 $254.49 $218.93 $149.82 46.13 $305.70
LYFT Lyft Inc. 0.000 1 $13.18 $12.46 5.78 $25.54
M Macy's Inc. 0.000 1 $19.05 $10.23 86.22 $23.96
TWST Twist Bioscience Corp. 0.000 1 $49.50 $23.30 112.45 $66.06
RTLLF Rational Ag 0.000 1 $775.22 $673.93 15.03 $859.22
PLPC Preformed Line Products 0.000 1 $329.33 $132.73 148.12 $371.80
CNO CNO Financial Group Inc. 0.000 1 $46.88 $34.79 34.75 $47.95
MLI Mueller Industries 0.000 1 $131.84 $71.59 84.16 $141.51
TITN Titan Machinery Inc. 0.000 1 $19.05 $13.21 44.21 $23.41
KTB Kontoor Brands Inc. 0.000 1 $64.03 $52.45 22.08 $85.77
NMIH NMI Holdings 0.000 1 $37.80 $34.84 8.50 $43.20
KMB Kimberly-Clark 0.000 1 $96.48 $96.47 $92.42 4.38 $138.16
FOA Finance Of America Companies Inc. 0.000 1 $18.37 $15.77 16.49 $29.58
JBHT J.B. Hunt Transport Services Inc. 0.000 1 $256.53 $129.28 98.43 $264.22
CEPU Central Puerto Sponsored ADR 0.000 1 $13.90 $7.43 87.08 $18.50
DOUG Douglas Elliman Inc 0.000 1 $1.64 $1.53 7.19 $3.20
VGT Vanguard Info Tech ETF 0.000 1 $111.52 $73.44 51.85 $115.62
USMV Ishares Msci Usa Min Vol Fac 0.000 1 $95.79 $90.42 5.94 $97.67
WERN Werner Enterprises 0.000 1 $37.77 $22.86 65.22 $38.68
* "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.