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
BKH Black Hills 0.000 3 $69.41 $73.29 $53.32 37.45 $77.95
IWR Ishares Russell Mid Cap ETF 0.000 3 $97.22 $103.06 $85.77 20.16 $106.43
TDY Teledyne Technologies 0.000 3 $605.02 $606.45 $483.02 25.55 $693.38
XMTR Xometry Inc. 0.000 3 $40.84 $87.15 $29.60 194.43 $91.24
UCTT Ultra Clean Holdings Inc. 0.000 3 $62.18 $76.98 $18.93 306.66 $88.50
HALO Halozyme Therapeutics 0.000 3 $64.64 $68.73 $51.06 34.61 $82.22
AXP American Express 0.000 3 $302.48 $309.31 $278.55 11.04 $385.41
COLB Columbia Banking System Inc. 0.000 3 $27.43 $28.73 $21.08 36.29 $32.30
ROG Rogers Corp. 0.000 3 $107.33 $130.80 $61.17 113.83 $144.46
URI United Rentals 0.000 3 $728.57 $927.62 $676.30 37.16 $1014.94
NVR NVR Inc. 0.000 3 $6589.80 $5773.52 $5501.01 4.95 $8618.28
UL Unilever PLC 0.000 3 $56.97 $57.22 $54.43 5.13 $73.70
CMCO Columbus McKinnon Corp. 0.000 3 $14.54 $13.82 $13.25 4.30 $24.21
AFL AFLAC Inc. 0.000 3 $109.71 $118.41 $95.42 24.09 $119.81
SD SandRidge Energy Inc. 0.000 3 $16.31 $15.87 $9.27 71.20 $18.32
BC Brunswick Corp. 0.000 3 $72.76 $73.49 $47.68 54.13 $89.29
MPC Marathon Petroleum Corp. 0.000 3 $244.19 $263.02 $152.26 72.74 $263.50
CON Concentra Group Holdings Par 0.000 3 $21.45 $25.53 $18.39 38.83 $26.59
BK Bank of New York Mellon Corp. 0.000 3 $118.63 $136.32 $85.80 58.88 $138.60
JBI Janus International Group In 0.000 3 $5.15 $4.74 $4.26 11.27 $10.80
OEC Orion SA 0.000 3 $6.50 $6.52 $4.31 51.28 $11.98
NVST Envista Holdings Corp. 0.000 3 $25.37 $23.05 $16.41 40.46 $30.42
KEX Kirby Corp. 0.208 2 $146.62 $79.52 84.38 $157.69
BL BlackLine Inc. 0.156 2 $30.03 $24.70 21.58 $59.57
GPI Group 1 Automotive 0.149 2 $330.63 $305.47 $292.44 4.46 $486.96
UAA Under Armour Inc. 0.112 2 $5.14 $4.13 24.46 $8.15
SW Smurfit Westrock Plc 0.104 2 $39.85 $35.62 $32.08 11.03 $51.63
RYN Rayonier Inc. 0.080 2 $19.97 $19.49 2.46 $25.15
UA Under Armour CL C 0.075 2 $5.02 $3.95 27.09 $7.91
CNH CNH Industrial NV 0.075 2 $11.00 $10.23 $9.00 13.67 $14.27
GWRE Guidewire Software Inc. 0.070 2 $140.01 $115.57 21.15 $272.60
AXTA Axalta Coating Systems Ltd. 0.063 2 $27.76 $24.94 11.31 $35.72
GLW Corning Inc. 0.058 2 $135.97 $175.83 $46.87 275.14 $211.79
TOST Toast Inc. 0.058 2 $23.22 $22.26 4.31 $49.66
MTZ MasTec Inc. 0.057 2 $321.74 $385.00 $145.46 164.68 $441.43
HUT Hut 8 Corp 0.054 2 $46.91 $93.31 $14.74 533.04 $112.26
DHR Danaher Corp. 0.045 2 $189.60 $167.04 $160.93 3.80 $242.28
PTLO Portillo's Inc Cl A 0.044 2 $5.29 $3.98 $3.88 2.58 $12.44
THC Tenet Healthcare Corp. 0.042 2 $188.71 $191.40 $146.60 30.56 $247.21
AMRZ Amrize Ltd 0.041 2 $56.02 $48.29 $43.69 10.53 $65.29
FWONK Liberty Media Corp Formula One Series C 0.040 2 $85.02 $89.98 $80.15 12.26 $109.36
CNQ Canadian Natural Resources 0.039 2 $48.72 $49.42 $28.29 74.69 $50.98
SNDK SanDisk Corp. 0.038 2 $635.34 $1383.29 $35.79 3765.02 $1600.00
JEF Jefferies Financial Group Inc. 0.035 2 $41.27 $51.06 $35.26 44.81 $69.47
PFGC Performance Food Group 0.034 2 $85.66 $93.89 $80.82 16.17 $109.05
IWM iShares Russell 2000 ETF 0.033 2 $248.00 $273.00 $197.52 38.21 $287.58
JELD JELD-WEN Holding Inc. 0.033 2 $1.43 $0.93 53.76 $6.98
CNDT Conduent Inc. 0.032 2 $1.44 $1.15 25.22 $2.98
BKV Bkv Corporation 0.032 2 $29.50 $19.56 50.82 $32.81
WMB Williams Cos. 0.032 2 $72.78 $79.40 $54.50 45.69 $79.59
BFAM Bright Horizons Family Solutions Inc. 0.030 2 $67.38 $63.68 5.81 $132.99
SNX SYNNEX Corp. 0.029 2 $168.71 $226.26 $117.00 93.38 $242.49
WULF Terawulf Inc 0.029 2 $14.43 $21.34 $3.40 527.65 $25.76
GTN Gray Television Inc. 0.029 2 $3.90 $3.34 16.77 $6.44
RGEN Repligen Corp. 0.029 2 $117.82 $108.52 $100.99 7.46 $175.77
AMR Alpha Metallurgical Resources Inc. 0.029 2 $176.58 $97.41 81.28 $253.82
CTRA-OLD Coterra Energy Inc. 0.028 2 $35.14 $32.47 $21.72 49.49 $36.88
BP BP plc 0.028 2 $47.00 $46.14 $26.96 71.14 $47.72
ABT Abbott Labs 0.027 2 $102.67 $88.82 $81.97 8.36 $136.28
OGN Organon & Co. 0.026 2 $13.42 $5.68 136.27 $13.47
RBLX Roblox Corp. 0.026 2 $56.56 $44.45 $40.15 10.71 $150.59
LII Lennox International 0.026 2 $482.69 $432.79 11.53 $683.90
ACI Albertsons Co Inc. 0.025 2 $17.04 $17.20 $15.50 10.97 $22.02
TME Tencent Music Entertainment Grp 0.024 2 $9.28 $9.14 $8.44 8.29 $26.00
CPRI Capri Holdings Ltd 0.024 2 $17.62 $17.10 $16.22 5.43 $28.27
APTV Aptiv PLC 0.024 2 $69.44 $52.57 $51.68 1.72 $76.86
COIN Coinbase Global Inc. 0.022 2 $193.45 $139.36 38.81 $444.65
COMP Compass Inc. 0.021 2 $7.31 $7.58 $5.66 33.92 $13.96
WBD Warner Bros. Discovery Inc. 0.021 2 $27.46 $27.09 $8.83 206.80 $30.00
HRB H&R Block Inc. 0.021 2 $31.74 $38.81 $27.78 39.70 $56.98
UNF UniFirst Corp. 0.021 2 $251.59 $264.20 $147.15 79.54 $283.77
AN AutoNation Inc. 0.021 2 $178.59 $176.25 1.33 $228.92
CTRI Centuri Holdings Inc 0.019 2 $28.96 $17.97 61.16 $42.99
PEG Public Serv. Enterprise Inc. 0.018 2 $80.95 $77.33 $74.34 4.02 $89.10
MSTR MicroStrategy Inc. 0.018 2 $164.63 $104.17 58.04 $457.22
EDU New Oriental Education & Technology 0.017 2 $50.47 $40.67 24.10 $64.22
TRGP Targa Resources Corp. 0.017 2 $250.73 $276.20 $141.77 94.82 $277.24
FSV Firstservice Corp 0.016 2 $127.13 $119.41 6.47 $208.52
ZBRA Zebra Technologies Corp. 0.016 2 $247.15 $199.05 24.16 $352.66
AR Antero Resources 0.016 2 $42.44 $38.98 $29.10 33.95 $45.75
SEG Seaport Entertainment Group 0.015 2 $21.48 $23.41 $17.28 35.47 $28.34
AAL American Airlines Group Inc. 0.014 2 $12.36 $10.09 22.50 $16.50
SLDE Slide Insurance Holdings Inc 0.014 2 $18.48 $12.53 47.49 $25.90
AER AerCap Holdings N.V. 0.014 2 $137.18 $136.03 $104.62 30.02 $154.10
ESRT Empire State Realty Trust Inc. 0.013 2 $5.44 $4.87 11.70 $8.62
ARES Ares Management LP 0.013 2 $109.10 $121.11 $94.51 28.15 $190.20
INFY Infosys Ltd. 0.012 2 $12.72 $11.56 10.03 $30.00
MGM MGM Resorts International 0.012 2 $37.01 $36.02 $29.19 23.40 $40.94
FOUR Shift4 Payments Inc. CL A 0.012 2 $43.73 $40.99 $39.61 3.48 $108.50
CORZ Core Scientific Inc 0.012 2 $22.92 $10.40 120.38 $25.17
VEEV Veeva Systems Inc. 0.012 2 $175.66 $163.31 $148.05 10.31 $310.50
BMRN BioMarin Pharmaceutical Inc. 0.011 2 $56.49 $49.81 $49.26 1.12 $66.28
AU AngloGold Ashanti Ltd. 0.011 2 $97.19 $89.34 $40.34 121.47 $127.01
SHC Sotera Health Co 0.011 2 $15.23 $10.80 41.02 $19.85
CHKP Check Point Software Technologies 0.011 2 $125.98 $112.23 12.25 $233.78
PLGO Pelagos Insurance Capital 0.011 2 $23.47 $14.44 62.53 $24.06
GLIBK GCI Liberty Inc. Series C 0.011 2 $37.21 $25.34 $25.07 1.08 $41.18
IT Gartner Inc. 0.010 2 $158.34 $154.14 $139.18 10.75 $450.60
BAC Bank of America Corp. 0.010 2 $48.75 $50.70 $41.42 22.40 $57.23
MAA Mid-America Apt Communties 0.010 2 $122.12 $128.47 $118.84 8.10 $154.53
* "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.