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 |
| 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 |
| 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 | |
| VREX | Varex Imaging Corp. | 0.000 | 1 | $9.32 | $6.76 | 37.87 | $14.57 | |
| VPG | Vishay Precision Group | 0.000 | 1 | $43.41 | $97.95 | $24.89 | 293.53 | $108.00 |
| 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 | |
| OUT | Outfront Media Inc. | 0.000 | 1 | $26.50 | $32.11 | $14.60 | 119.93 | $34.96 |
| 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 | |
| LOGI | Logitech International SA | 0.000 | 1 | $103.66 | $80.83 | 28.24 | $123.01 | |
| 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 | |
| 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 | |
| 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 |
| VICI | VICI Properties Inc. | 0.000 | 1 | $28.37 | $26.55 | 6.85 | $32.48 | |
| LOPE | Grand Canyon Education | 0.000 | 1 | $159.50 | $149.37 | 6.78 | $223.04 | |
| LINC | Lincoln Educational Services Corp. | 0.000 | 1 | $47.51 | $17.29 | 174.78 | $53.50 | |
| NTCT | NetScout Systems | 0.000 | 1 | $39.00 | $20.39 | 91.27 | $40.92 | |
| BWLP | Bw Lpg Ltd | 0.000 | 1 | $21.50 | $6.00 | 258.33 | $21.76 | |
| ATAI | AtaiBeckley Inc. | 0.000 | 1 | $3.96 | $1.66 | 138.55 | $6.75 | |
| 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 | |
| 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 | |
| VEU | Vanguard FTSE All World ex US ETF | 0.000 | 1 | $75.11 | $80.77 | $62.52 | 29.19 | $83.80 |
| 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 | |
| BBY | Best Buy Co. Inc. | 0.000 | 1 | $64.20 | $59.29 | $55.10 | 7.60 | $82.62 |
| WSR | Whitestone REIT | 0.000 | 1 | $18.97 | $11.25 | 68.62 | $19.01 | |
| QNST | QuinStreet Inc. | 0.000 | 1 | $11.34 | $10.29 | 10.20 | $17.13 | |
| GEN | Gen Digital Inc. | 0.000 | 1 | $23.49 | $17.78 | 32.11 | $31.77 | |
| 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 |
| 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 | |
| ETON | Eton Pharmaceuticals Inc. | 0.000 | 1 | $32.89 | $13.09 | 151.26 | $33.41 | |
| VLO | Valero Energy | 0.000 | 1 | $262.62 | $122.56 | 114.28 | $262.89 | |
| CYTK | Cytokinetics Inc. | 0.000 | 1 | $77.22 | $29.31 | 163.46 | $80.20 | |
| SCHD | Schwab Us Dvd Equity ETF | 0.000 | 1 | $32.10 | $24.73 | 29.80 | $32.19 | |
| IHRT | iHeartMedia Inc. | 0.000 | 1 | $4.91 | $1.11 | 342.34 | $6.56 | |
| ATAT | Atour Lifestyle Holdings ADR | 0.000 | 1 | $36.43 | $29.25 | 24.55 | $43.17 | |
| VNO | Vornado Realty Trust | 0.000 | 1 | $30.32 | $24.57 | 23.40 | $42.43 | |
| DXCM | DexCom Inc. | 0.000 | 1 | $66.95 | $54.11 | 23.73 | $89.98 | |
| VIG | Vanguard Dividend Apprec ETF | 0.000 | 1 | $215.19 | $229.49 | $189.90 | 20.85 | $231.32 |
| CVLG | Covenant Transportation Group Inc. CL A | 0.000 | 1 | $35.67 | $17.90 | 99.27 | $36.45 | |
| CHCT | Community Healthcare Trust Inc. | 0.000 | 1 | $17.34 | $12.11 | 43.19 | $17.63 | |
| IDA | IDACORP Inc. Hldg. Co. | 0.000 | 1 | $142.97 | $141.95 | $108.24 | 31.14 | $148.83 |
| 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 | |
| KEY | KeyCorp | 0.000 | 1 | $20.92 | $14.61 | 43.19 | $23.12 | |
| W | Wayfair Inc. | 0.000 | 1 | $57.40 | $34.46 | 66.57 | $119.98 | |
| ECTXF | Electrolux Professional Ab B | 0.000 | 1 | $4.65 | $3.86 | 20.47 | $5.94 | |
| OPEN | Opendoor Technologies Inc. | 0.000 | 1 | $4.30 | $0.51 | 743.14 | $10.87 | |
| BJ | BJ's Wholesale Club | 0.000 | 1 | $95.94 | $86.68 | 10.68 | $120.08 | |
| ADSK | Autodesk Inc. | 0.000 | 1 | $244.16 | $214.10 | 14.04 | $329.09 | |
| MTSI | MACOM Technology Solutions Hldg | 0.000 | 1 | $358.98 | $118.16 | 203.81 | $401.25 | |
| JCI | Johnson Controls Intl. plc | 0.000 | 1 | $130.95 | $135.42 | $94.70 | 43.00 | $147.32 |
| RLGT | Radiant Logistics Inc. | 0.000 | 1 | $8.27 | $5.78 | 43.08 | $8.73 | |
| MGNI | Magnite Inc. | 0.000 | 1 | $13.39 | $10.82 | 23.75 | $26.65 | |
| ESQ | Esquire Financial Holdings Inc. | 0.000 | 1 | $108.55 | $86.44 | 25.58 | $134.31 | |
| BBNX | Beta Bionics Inc | 0.000 | 1 | $9.42 | $8.80 | 7.05 | $32.71 | |
| IWB | Ishares Russell 1000 ETF | 0.000 | 1 | $399.84 | $313.04 | 27.73 | $408.38 | |
| ASND | Ascendis Pharma | 0.000 | 1 | $237.98 | $216.22 | 10.06 | $250.27 | |
| IRS | Irsa Sp ADR | 0.000 | 1 | $13.41 | $9.90 | 35.45 | $19.14 | |
| FEMD | First Eagle Mid C Ety ETF | 0.000 | 1 | $34.77 | $32.43 | 7.22 | $36.70 | |
| SCCO | Southern Copper Corp. | 0.000 | 1 | $169.00 | $86.56 | 95.24 | $222.72 | |
| NMRK | Newmark Group Inc. CL A | 0.000 | 1 | $15.94 | $10.14 | 57.20 | $19.76 | |
| COHU | Cohu Inc. | 0.000 | 1 | $42.77 | $16.46 | 159.84 | $52.43 | |
| MSM | MSC Industrial Direct | 0.000 | 1 | $92.27 | $103.85 | $74.79 | 38.86 | $108.77 |
| SERV | Serve Robotics Inc | 0.000 | 1 | $9.11 | $7.66 | 18.93 | $18.64 | |
| MAN | ManpowerGroup | 0.000 | 1 | $29.46 | $27.24 | $25.15 | 8.31 | $46.15 |
| CDP | Copt Defense Properties | 0.000 | 1 | $31.90 | $25.53 | 24.95 | $33.29 | |
| LXFR | Luxfer Holdings Plc | 0.000 | 1 | $15.16 | $10.54 | 43.83 | $16.00 | |
| ARE | Alexandria RE Equities Inc. | 0.000 | 1 | $45.84 | $39.41 | 16.32 | $84.26 | |
| TFII | Tfi International Inc | 0.000 | 1 | $140.57 | $79.90 | 75.93 | $149.09 | |
| EZA | Ishares Msci South Africa Et | 0.000 | 1 | $70.73 | $46.87 | 50.91 | $81.76 | |
| TROW | T. Rowe Price Group | 0.000 | 1 | $90.15 | $101.72 | $85.22 | 19.36 | $113.69 |
| WB | Weibo Corp. | 0.000 | 1 | $8.25 | $7.81 | 5.63 | $12.11 | |
| KOP | Koppers Holdings Inc. | 0.000 | 1 | $38.31 | $24.87 | 54.04 | $46.40 | |
| DLG.MI | De'Longhi SPA | 0.000 | 1 | |||||
| OFRM | Once Upon A Farm Pbc | 0.000 | 1 | $16.19 | $14.00 | 15.64 | $27.00 | |
| LIND | Lindblad Expeditions Hldgs Inc. | 0.000 | 1 | $17.30 | $18.46 | $9.85 | 87.41 | $22.34 |
| PLAY | Dave & Buster's Ent. Inc. | 0.000 | 1 | $10.83 | $10.72 | $9.61 | 11.55 | $35.53 |
| RES | RPC Inc. | 0.000 | 1 | $7.16 | $4.09 | 75.06 | $8.11 | |
| GDDY | GoDaddy Inc. | 0.000 | 1 | $87.22 | $73.06 | 19.38 | $190.50 | |
| IONQ | IonQ Inc. | 0.000 | 1 | $48.44 | $25.89 | 87.10 | $84.64 | |
| RH | RH | 0.000 | 1 | $123.23 | $106.30 | 15.93 | $257.00 | |
| LYTS | LSI Industries Inc. | 0.000 | 1 | $22.71 | $15.17 | 49.70 | $24.99 | |
| ZGN | Ermenegildo Zegna Nv | 0.000 | 1 | $12.52 | $7.61 | 64.52 | $13.38 | |
| IJH | Ishares Core S&P Midcap ETF | 0.000 | 1 | $71.45 | $58.04 | 23.10 | $75.15 | |
| AXSM | Axsome Therapeutics Inc. | 0.000 | 1 | $169.01 | $226.67 | $96.09 | 135.89 | $235.92 |
* "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.