No. of buys/adds (reported so far): 1055

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
TXN Texas Instruments 0.023 7 $177.80 $236.31 $146.64 61.15 $238.80
LPLA LPL Financial Holdings Inc. 0.023 5 $357.17 $327.78 $281.51 16.44 $402.53
UNH United Health Group Inc. 0.023 5 $322.94 $353.52 $229.79 53.84 $426.81
MICC Magnum Ice Cream Co NV 0.023 4 $15.88 $13.07 $13.06 0.08 $19.93
PCH-OLD PotlatchDeltic Corp. 0.023 1 $42.25 $35.60 18.68 $46.07
FIS Fidelity National Information Services 0.022 4 $63.97 $47.84 $43.30 10.48 $81.06
CCC CCC Intelligent Solutions Hldgs Inc. 0.022 3 $7.95 $5.40 $4.81 12.27 $10.50
GPN Global Payments Inc. 0.022 3 $77.40 $71.62 $62.45 14.68 $89.80
RACE Ferrari NV 0.022 2 $349.92 $358.58 $308.95 16.06 $513.19
JELD JELD-WEN Holding Inc. 0.022 1 $1.31 $0.93 40.86 $6.98
CPRI Capri Holdings Ltd 0.022 1 $24.40 $20.84 $14.09 47.91 $28.27
DHR Danaher Corp. 0.022 1 $228.87 $184.04 $178.96 2.84 $242.28
CDW CDW Corp. 0.021 3 $136.20 $142.44 $112.98 26.08 $189.13
PPG PPG Industries 0.021 2 $102.46 $111.67 $92.52 20.70 $132.67
UNF UniFirst Corp. 0.021 2 $192.90 $259.81 $147.15 76.56 $283.77
AN AutoNation Inc. 0.021 2 $206.48 $203.38 $155.29 30.97 $228.92
COF Capital One Financial 0.020 4 $242.31 $199.43 $172.37 15.70 $258.65
RNR RenaissanceRe Holdings Ltd. 0.020 3 $281.16 $311.05 $221.39 40.50 $318.20
BAH Booz Allen Hamilton Hldg Corp. 0.020 2 $79.93 $77.37 $73.93 4.65 $127.73
SDHC Smith Douglas Homes Corp 0.020 2 $16.77 $14.54 $11.13 30.64 $23.50
CNC Centene Corp. 0.020 2 $41.15 $38.93 $25.08 55.22 $64.15
APG APi Group Corp. 0.020 2 $38.26 $48.51 $23.80 103.82 $49.33
GFL Gfl Environmental Inc Sub Vt 0.020 1 $39.59 $36.96 7.12 $51.93
CTRI Centuri Holdings Inc 0.019 2 $25.25 $33.45 $16.93 97.58 $34.10
WBD Warner Bros. Discovery Inc. 0.019 1 $28.37 $27.33 $8.06 239.08 $30.00
GWRE Guidewire Software Inc. 0.019 1 $142.99 $115.57 23.73 $272.60
CTRA Coterra Energy Inc. 0.019 1 $26.32 $32.93 $21.72 51.61 $36.88
AGX Argan Inc. 0.019 1 $313.32 $651.68 $139.18 368.23 $651.99
AVTR Avantor Inc. 0.018 4 $9.24 $8.28 $7.27 13.89 $16.17
AVGO Broadcom Inc. 0.018 3 $346.06 $422.65 $174.41 142.33 $423.20
OC Owens Corning 0.018 3 $111.91 $122.88 $96.16 27.79 $156.32
SPB Spectrum Brands Holdings Inc. 0.018 3 $59.08 $83.44 $49.27 69.35 $85.49
KMX CarMax Inc. 0.018 3 $39.84 $39.58 $30.26 30.80 $71.99
PEG Public Serv. Enterprise Inc. 0.018 2 $80.30 $78.51 $73.62 6.64 $89.10
COMP Compass Inc. 0.018 1 $7.91 $5.66 39.75 $13.96
DSGX Descartes Systems Group 0.018 1 $75.28 $62.56 20.33 $117.35
MA Mastercard Inc. 0.017 4 $559.77 $510.16 $479.68 6.35 $599.05
BLDR Builders FirstSource Inc. 0.017 2 $102.89 $90.63 $76.50 18.47 $151.03
DOX Amdocs Ltd. 0.017 2 $80.51 $65.73 $62.75 4.75 $92.81
DD DuPont de Nemours Inc. 0.017 1 $45.80 $45.98 $24.68 86.30 $52.45
SRAD Sportradar Group AG 0.017 1 $13.04 $11.69 11.55 $32.22
BFAM Bright Horizons Family Solutions Inc. 0.017 1 $84.99 $63.68 33.46 $132.99
EFX Equifax Inc. 0.016 7 $213.32 $178.66 $165.57 7.91 $278.52
NKE NIKE Inc. 0.016 6 $57.87 $45.68 $42.09 8.53 $78.72
LMT Lockheed Martin Corp. 0.016 3 $556.81 $555.43 $401.95 38.18 $692.00
CVNA Carvana Co. 0.016 3 $422.02 $416.79 $213.44 95.27 $486.89
STLA Stellantis N.V. 0.016 3 $10.92 $8.50 $6.28 35.35 $12.22
TRGP Targa Resources Corp. 0.016 2 $184.50 $236.73 $142.48 66.15 $253.87
BN Brookfield Corp. 0.016 2 $45.89 $46.19 $33.68 37.14 $49.48
LRCX Lam Research 0.016 2 $171.18 $265.55 $65.86 303.20 $273.50
TWLO Twilio Inc. 0.016 2 $142.24 $150.45 $86.81 73.31 $154.64
HSIC Henry Schein Inc. 0.016 1 $74.75 $78.11 $61.95 26.09 $89.29
SPGI S&P Global Inc. 0.015 6 $519.74 $449.06 $380.72 17.95 $575.57
ZBH Zimmer Biomet Holdings 0.015 5 $90.15 $93.04 $84.36 10.29 $107.45
CHTR Charter Communications 0.015 4 $208.75 $242.49 $180.38 34.43 $437.06
ALK Alaska Air Group 0.015 3 $50.30 $40.78 $33.03 23.46 $65.88
NCLH Norwegian Cruise Line Hlgs Ltd. 0.015 2 $22.32 $19.03 $15.31 24.30 $27.18
NYT New York Times CL A 0.015 2 $69.42 $80.45 $49.58 62.26 $87.10
BRO Brown & Brown Inc. 0.015 2 $79.70 $67.88 $63.29 7.25 $118.19
ACHC Acadia Healthcare Co. 0.015 1 $14.19 $28.01 $11.43 145.06 $28.48
AR Antero Resources 0.015 1 $34.46 $38.60 $29.10 32.65 $45.75
BKV Bkv Corporation 0.015 1 $28.09 $17.78 57.99 $32.81
BIIB Biogen Inc. 0.015 1 $178.81 $190.07 $115.25 64.92 $202.41
FERG Ferguson Enterprises Inc. 0.014 6 $222.63 $262.07 $160.06 63.73 $270.63
TSN Tyson Foods 0.014 6 $59.73 $64.55 $49.71 29.85 $65.88
OMC Omnicom Group 0.014 4 $78.00 $78.11 $65.68 18.93 $86.30
MHK Mohawk Industries 0.014 4 $107.17 $108.40 $94.56 14.64 $143.13
AAL American Airlines Group Inc. 0.014 2 $15.33 $11.50 $9.21 24.86 $16.50
RYN Rayonier Inc. 0.014 1 $21.65 $20.95 $19.49 7.49 $25.15
MNST Monster Beverage Corp. 0.014 1 $75.95 $57.86 31.27 $87.38
KO Coca Cola Co. 0.014 1 $69.91 $74.63 $64.45 15.80 $81.44
ADBE Adobe Inc. 0.013 7 $310.52 $255.94 $224.13 14.19 $422.95
CMCSA Comcast Corp. 0.013 5 $29.47 $29.37 $23.62 24.34 $33.03
ODFL Old Dominion Freight Line 0.013 4 $156.80 $219.98 $125.59 75.16 $227.08
PM Philip Morris Intl. 0.013 3 $160.40 $163.95 $139.58 17.46 $189.61
SPOT Spotify Technology S.A. 0.013 3 $580.71 $522.88 $405.00 29.11 $785.00
BA Boeing Co. 0.013 2 $208.70 $231.28 $169.00 36.85 $254.35
WY Weyerhaeuser Co. 0.013 2 $23.69 $24.77 $20.78 19.20 $27.51
AER AerCap Holdings N.V. 0.013 1 $143.76 $138.27 $97.81 41.37 $154.52
CNDT Conduent Inc. 0.013 1 $1.66 $1.15 44.35 $2.98
ARES Ares Management LP 0.013 1 $121.05 $94.51 28.08 $190.20
AON Aon Plc 0.012 6 $352.84 $326.86 $304.59 7.31 $378.56
GEHC GE HealthCare Technologies Inc. 0.012 6 $82.02 $71.38 $64.13 11.31 $89.69
BMY Bristol-Myers Squibb 0.012 4 $56.07 $58.80 $41.46 41.82 $62.24
EG Everest Group Ltd 0.012 3 $339.32 $345.00 $298.65 15.52 $363.67
QCOM QUALCOMM Inc. 0.012 3 $157.23 $136.07 $121.99 11.54 $203.60
EXP Eagle Materials Inc. 0.012 2 $206.68 $204.07 $171.99 18.65 $243.05
KHC Kraft Heinz Co. 0.012 2 $23.97 $21.89 $21.04 4.04 $28.59
LPX Louisiana-Pacific Corp. 0.012 2 $80.75 $73.75 $68.87 7.09 $101.83
INFY Infosys Ltd. 0.012 2 $17.82 $13.48 $12.57 7.24 $30.00
CGNX Cognex Corp. 0.012 2 $35.98 $54.03 $24.55 120.08 $59.79
MGM MGM Resorts International 0.012 2 $36.49 $39.24 $29.19 34.43 $40.46
EDU New Oriental Education & Technology 0.012 1 $54.73 $41.15 33.00 $64.97
BALL Ball Corp. 0.012 1 $62.67 $44.52 40.77 $68.09
ACI Albertsons Co Inc. 0.012 1 $17.17 $16.93 $15.66 8.11 $22.24
FBIN Fortune Brands Innovations Inc. 0.011 3 $50.02 $40.53 $36.07 12.36 $64.53
FNF Fidelity National Financial Inc. 0.011 3 $54.59 $50.63 $42.78 18.35 $60.66
TECH Bio-Techne Corp. 0.011 3 $58.81 $58.58 $45.86 27.74 $72.06
PEP PepsiCo Inc. 0.011 3 $146.29 $153.79 $122.83 25.21 $169.96
AJG Arthur J. Gallagher & Co. 0.011 3 $258.79 $221.11 $194.41 13.73 $347.78
* "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.