No. of buys/adds (reported so far): 937
Q4 2024 and Q1 2025
| Symbol | Stock | %▲ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| KOF | Coca-Cola FEMSA S A CV | 0.000 | 1 | $84.73 | $93.10 | $72.01 | 29.29 | $101.74 |
| KODK | Eastman Kodak Co. | 0.000 | 1 | $6.23 | $4.26 | 46.24 | $8.24 | |
| CACC | Credit Acceptance Corp. | 0.000 | 1 | $505.53 | $488.99 | $409.22 | 19.49 | $614.96 |
| FOR | Forestar Group Inc. | 0.000 | 1 | $19.45 | $18.00 | 8.06 | $37.21 | |
| HL | Hecla Mining Co. | 0.000 | 1 | $5.80 | $4.39 | 32.12 | $7.66 | |
| JBI | Janus International Group In | 0.000 | 1 | $7.06 | $5.99 | 17.86 | $15.24 | |
| LXU | LSB Industries Inc. | 0.000 | 1 | $7.59 | $6.08 | $4.88 | 24.59 | $10.40 |
| NMIH | NMI Holdings | 0.000 | 1 | $33.64 | $31.59 | 6.49 | $42.49 | |
| HALO | Halozyme Therapeutics | 0.000 | 1 | $60.82 | $37.97 | 60.18 | $66.00 | |
| FEOE | First Eagle Overseas Eq ETF | 0.000 | 1 | $39.89 | $34.28 | 16.37 | $42.86 | |
| FEGE | First Eagle Gl Equity ETF | 0.000 | 1 | $37.33 | $32.68 | 14.23 | $41.20 | |
| SND | Smart Sand Inc. | 0.000 | 1 | $2.12 | $1.65 | 28.48 | $2.80 | |
| THR | Thermon Group Holdings Inc. | 0.000 | 1 | $26.50 | $23.05 | 14.97 | $35.93 | |
| HII | Huntington Ingalls Industries | 0.000 | 1 | $230.37 | $157.65 | 46.13 | $280.38 | |
| VIAV | Viavi Solutions Inc. | 0.000 | 1 | $10.53 | $6.60 | 59.55 | $12.91 | |
| AMBP | Ardagh Metal Packaging SA | 0.000 | 1 | $3.78 | $2.41 | 56.85 | $4.00 | |
| CPB | Campbell's Co. | 0.000 | 1 | $40.09 | $36.04 | $35.35 | 1.95 | $51.39 |
| NSIT | Insight Enterprises Inc. | 0.000 | 1 | $152.10 | $139.32 | $126.10 | 10.48 | $228.07 |
| AWK | American Water Works Inc. | 0.000 | 1 | $145.86 | $118.01 | 23.60 | $155.50 | |
| ITCI-OLD | Intra-Cellular Therapies Inc. | 0.000 | 1 | $131.91 | $64.09 | 105.82 | $131.98 | |
| BLD | TopBuild Corp. | 0.000 | 1 | $296.96 | $266.26 | 11.53 | $495.68 | |
| CDE | Coeur Mining Inc. | 0.000 | 1 | $5.53 | $4.36 | 26.83 | $7.72 | |
| VRDN | Viridian Therapeutics Inc. | 0.000 | 1 | $13.18 | $9.90 | 33.13 | $27.20 | |
| LOCO | El Pollo Loco Holdings Inc. | 0.000 | 1 | $9.37 | $8.36 | 12.08 | $14.25 | |
| FRGE | Forge Global Holdings Inc | 0.000 | 1 | $14.99 | $6.60 | 127.12 | $31.65 | |
| FOA | Finance Of America Companies Inc. | 0.000 | 1 | $20.83 | $4.10 | 408.05 | $32.40 | |
| JOUT | Johnson Outdoors Inc. | 0.000 | 1 | $23.57 | $21.33 | 10.50 | $41.71 | |
| FAST | Fastenal | 0.000 | 1 | $74.78 | $80.28 | $60.03 | 33.73 | $83.94 |
| LXFR | Luxfer Holdings Plc | 0.000 | 1 | $10.04 | $9.13 | 9.97 | $15.15 | |
| QQQM | Invesco Nasdaq 100 ETF | 0.000 | 1 | $195.81 | $165.72 | 18.16 | $222.28 | |
| RYAN | Ryan Specialty Holdings Inc | 0.000 | 1 | $64.31 | $48.51 | 32.57 | $77.16 | |
| ORIC | ORIC Pharmaceuticals Inc. | 0.000 | 1 | $8.07 | $5.66 | $3.90 | 45.13 | $14.67 |
| RS | Reliance Steel & Aluminum | 0.000 | 1 | $269.26 | $288.06 | $250.07 | 15.19 | $324.57 |
| EG | Everest Group Ltd | 0.000 | 1 | $359.29 | $320.00 | 12.28 | $402.94 | |
| SDHC | Smith Douglas Homes Corp | 0.000 | 1 | $19.75 | $17.03 | 15.97 | $39.50 | |
| VZ | Verizon Communications | 0.000 | 1 | $43.99 | $42.95 | $36.30 | 18.32 | $46.61 |
| TWI | Titan International Inc. | 0.000 | 1 | $7.33 | $5.93 | 23.61 | $11.47 | |
| VMD | Viemed Healthcare Inc. | 0.000 | 1 | $6.95 | $6.21 | 11.92 | $9.81 | |
| BALY-OLD | Bally's Corp. | 0.000 | 1 | |||||
| CLX | Clorox Co. | 0.000 | 1 | $162.41 | $141.20 | $123.52 | 14.31 | $168.60 |
| ETWO | E2open Parent Holdings Inc. | 0.000 | 1 | $2.10 | $1.75 | 20.00 | $5.08 | |
| POWW | Ammo Inc | 0.000 | 1 | $1.88 | $0.95 | 97.89 | $2.86 | |
| TREX | Trex Company Inc. | 0.000 | 1 | $57.71 | $49.01 | 17.75 | $94.00 | |
| BSM | Black Stone Minerals L.P. | 0.000 | 1 | $14.42 | $12.80 | 12.66 | $15.52 | |
| CMC | Commercial Metals | 0.000 | 1 | $44.74 | $37.92 | 17.99 | $64.05 | |
| CAPE | DoubleLine Shiller CAPE US ETF | 0.000 | 1 | $30.00 | $26.03 | 15.25 | $31.90 | |
| PHM | PulteGroup Inc. | 0.000 | 1 | $102.80 | $101.74 | $88.07 | 15.52 | $148.87 |
| MRK | Merck & Co. | 0.000 | 1 | $99.46 | $84.71 | $75.93 | 11.56 | $131.54 |
| NWE | Northwestern Corp. | 0.000 | 1 | $59.51 | $46.79 | 27.19 | $59.89 | |
| UBS | UBS AG | 0.000 | 1 | $30.45 | $30.51 | $24.95 | 22.28 | $34.73 |
| PNTG | Pennant Group Inc. | 0.000 | 1 | $25.82 | $20.23 | 27.63 | $37.13 | |
| SPSC | SPS Commerce Inc. | 0.000 | 1 | $142.00 | $120.09 | 18.24 | $218.61 | |
| RELY | Remitly Global Inc | 0.000 | 1 | $20.41 | $11.60 | 75.95 | $27.32 | |
| SAH | Sonic Automotive Inc. | 0.000 | 1 | $61.34 | $50.43 | 21.63 | $76.33 | |
| AYI | Acuity Brands Inc. | 0.000 | 1 | $241.70 | $216.65 | 11.56 | $344.87 | |
| VOXX-OLD | VOXX International Corp. | 0.000 | 1 | $7.50 | $2.27 | 230.40 | $8.40 | |
| TITN | Titan Machinery Inc. | 0.000 | 1 | $16.86 | $12.30 | 37.07 | $24.28 | |
| LAMR | Lamar Advertising Co. | 0.000 | 1 | $121.74 | $114.53 | $99.84 | 14.71 | $136.15 |
| VPG | Vishay Precision Group | 0.000 | 1 | $26.09 | $18.57 | 40.50 | $35.11 | |
| BBWI | Bath & Body Works Inc. | 0.000 | 1 | $38.77 | $30.83 | $24.96 | 23.52 | $51.85 |
| DCI | Donaldson Co. | 0.000 | 1 | $67.09 | $65.59 | $57.45 | 14.17 | $78.35 |
| XPRO | Expro Group Holdings NV | 0.000 | 1 | $8.04 | $6.70 | 20.00 | $24.50 | |
| IOO | Ishares Global 100 ETF | 0.000 | 1 | $96.17 | $82.80 | 16.15 | $105.27 | |
| ASYS | Amtech Systems Inc. | 0.000 | 1 | $3.48 | $3.20 | 8.75 | $6.96 | |
| VUG | Vanguard Growth ETF | 0.000 | 1 | $380.13 | $378.75 | $316.14 | 19.80 | $428.55 |
| BLDE | Blade Air Mobility Inc | 0.000 | 1 | $2.70 | $2.35 | 14.89 | $5.17 | |
| RVLV | Revolve Group Inc. | 0.000 | 1 | $33.49 | $20.74 | $14.87 | 39.48 | $39.58 |
| CCU | Compania Cervecerias Unidas SA | 0.000 | 1 | $15.38 | $9.65 | 59.38 | $15.75 | |
| WSM | Williams-Sonoma Inc. | 0.000 | 1 | $153.40 | $124.37 | 23.34 | $218.93 | |
| ENOV | Enovis Corp. | 0.000 | 1 | $34.91 | $29.32 | 19.07 | $56.43 | |
| IEMG | iShares Core MSCI Emerging Markets ETF | 0.000 | 1 | $54.10 | $47.29 | 14.40 | $57.75 | |
| FIP | Ftai Infrastructure Inc | 0.000 | 1 | $4.46 | $3.10 | 43.87 | $10.32 | |
| SKYX | Skyx Platforms Corp | 0.000 | 1 | $1.17 | $0.75 | 56.00 | $2.14 | |
| HLLY | Holley Inc | 0.000 | 1 | $2.09 | $1.93 | 8.29 | $4.18 | |
| RHI | Robert Half International | 0.000 | 1 | $44.26 | $40.00 | 10.65 | $77.65 | |
| KNX | Knight-Swift Transportation | 0.000 | 1 | $53.04 | $39.21 | $36.69 | 6.87 | $61.28 |
| MGNI | Magnite Inc. | 0.000 | 1 | $12.30 | $8.22 | 49.64 | $21.29 | |
| AJG | Arthur J. Gallagher & Co. | 0.000 | 1 | $317.14 | $230.65 | 37.50 | $350.70 | |
| PARA | Paramount Global CL B | 0.000 | 1 | $10.47 | $11.75 | $9.41 | 24.87 | $14.27 |
| NPKI | NPK International Inc. | 0.000 | 1 | $5.79 | $4.76 | 21.64 | $8.65 | |
| ICFI | ICF International Inc. | 0.000 | 1 | $119.22 | $84.60 | $75.79 | 11.62 | $179.19 |
| PFGC | Performance Food Group | 0.000 | 1 | $80.43 | $61.60 | 30.57 | $92.44 | |
| SPNS | Sapiens International Corp | 0.000 | 1 | $27.64 | $23.69 | 16.67 | $39.85 | |
| RPAY | Repay Holdings Corp. CL A | 0.000 | 1 | $4.10 | $3.83 | 7.05 | $11.27 | |
| TAC | TransAlta Corp. | 0.000 | 1 | $9.09 | $6.39 | 42.25 | $14.58 | |
| VTLE | Vital Energy Inc. | 0.000 | 1 | $15.61 | $12.30 | 26.91 | $55.52 | |
| G | Genpact Ltd. | 0.000 | 1 | $47.41 | $48.89 | $30.06 | 62.64 | $56.57 |
| TEX | Terex Corp. | 0.000 | 1 | $44.48 | $35.61 | $31.53 | 12.94 | $67.39 |
| EXTR | Extreme Networks Inc. | 0.000 | 1 | $13.32 | $10.10 | 31.88 | $19.24 | |
| ANGO | AngioDynamics Inc. | 0.000 | 1 | $9.58 | $5.47 | 75.14 | $13.50 | |
| KTB | Kontoor Brands Inc. | 0.000 | 1 | $60.78 | $50.00 | 21.56 | $95.97 | |
| VT | Vanguard Tot World Stk ETF | 0.000 | 1 | $116.66 | $100.89 | 15.63 | $123.58 | |
| BTI | British American Tobacco plc | 0.000 | 1 | $42.86 | $27.03 | 58.56 | $43.12 | |
| FUN | Six Flags Entertainment Corp. | 0.000 | 1 | $35.23 | $28.02 | 25.73 | $58.70 | |
| CVX | Chevron Corp. | 0.000 | 1 | $144.83 | $139.30 | $132.04 | 5.50 | $168.96 |
| CON | Concentra Group Holdings Par | 0.000 | 1 | $21.96 | $18.78 | 16.93 | $24.66 | |
| NPO | EnPro Industries | 0.000 | 1 | $151.86 | $133.50 | 13.75 | $214.20 | |
| GENC | Gencor Industries Inc. | 0.000 | 1 | $12.76 | $10.80 | 18.15 | $24.88 | |
| MDY | SPDR S&P Midcap 400 ETF Trst | 0.000 | 1 | $521.88 | $458.82 | 13.74 | $620.34 | |
| HOFT | Hooker Furniture Corp. | 0.000 | 1 | $9.45 | $7.34 | 28.75 | $19.17 | |
* "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.