No. of buys/adds (reported so far): 1164
Q2 2026 and Q3 2026
| Symbol | Stock | %▲ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| OC | Owens Corning | 0.000 | 1 | $158.94 | $110.01 | $94.96 | 15.85 | $158.76 |
| FIP | Ftai Infrastructure Inc | 0.000 | 1 | $2.32 | $2.23 | 4.04 | $6.56 | |
| SKYX | Skyx Platforms Corp | 0.000 | 1 | $0.98 | $0.94 | 4.26 | $3.29 | |
| IIIN | Insteel Industries Inc. | 0.000 | 1 | $29.53 | $24.30 | 21.52 | $38.34 | |
| PRGO | Perrigo Co. | 0.000 | 1 | $16.09 | $8.81 | 82.63 | $20.12 | |
| MTW | Manitowoc Co. | 0.000 | 1 | $21.71 | $9.93 | 118.63 | $24.00 | |
| UMC | United Microelectronics Corp. | 0.000 | 1 | $20.08 | $6.85 | 193.14 | $28.47 | |
| NPKI | NPK International Inc. | 0.000 | 1 | $10.95 | $10.55 | 3.79 | $16.50 | |
| ALL | Allstate Corp. | 0.000 | 1 | $237.94 | $246.85 | $184.51 | 33.79 | $276.07 |
| WCC | WESCO International Inc. | 0.000 | 1 | $345.38 | $341.98 | $212.10 | 61.24 | $388.64 |
| EWT | Ishares Msci Taiwan ETF | 0.000 | 1 | $107.26 | $58.01 | 84.90 | $118.47 | |
| CRDO | Credo Technology Group Holdi | 0.000 | 1 | $271.95 | $172.81 | $86.49 | 99.80 | $308.67 |
| GS | Goldman Sachs Group | 0.000 | 1 | $973.29 | $875.78 | $728.78 | 20.17 | $1148.37 |
| AFRM | Affirm Holdings Inc. | 0.000 | 1 | $81.55 | $72.80 | $42.10 | 72.92 | $90.44 |
| DCOM | Dime Community Bancshares | 0.000 | 1 | $38.70 | $24.93 | 55.23 | $41.70 | |
| TLN | Talen Energy Corp | 0.000 | 1 | $384.26 | $351.22 | $279.77 | 25.54 | $449.84 |
| CECO | CECO Environmental Corp. | 0.000 | 1 | $90.74 | $57.49 | $42.82 | 34.26 | $101.24 |
| UMH | UMH Properties Inc. | 0.000 | 1 | $15.10 | $13.27 | 13.79 | $16.77 | |
| DLO | DLocal Ltd | 0.000 | 1 | $13.00 | $14.73 | $10.46 | 40.82 | $16.15 |
| EMBC | Embecta Corp | 0.000 | 1 | $6.21 | $2.76 | 125.00 | $14.43 | |
| JAN | Janus Living Inc Cl A 1 | 0.000 | 1 | $28.64 | $22.48 | 27.40 | $32.67 | |
| TREX | Trex Company Inc. | 0.000 | 1 | $50.04 | $46.49 | $29.77 | 56.16 | $51.75 |
| CLH | Clean Harbors Inc. | 0.000 | 1 | $298.75 | $316.61 | $201.34 | 57.25 | $335.94 |
| LRN | Stride Inc. | 0.000 | 1 | $80.99 | $60.61 | 33.62 | $155.06 | |
| TAK | Takeda Pharmaceutical Co. Ltd | 0.000 | 1 | $19.61 | $12.77 | 53.56 | $19.89 | |
| OOMA | Ooma Inc. | 0.000 | 1 | $19.69 | $9.79 | 101.12 | $26.19 | |
| ATAT | Atour Lifestyle Holdings ADR | 0.000 | 1 | $33.04 | $30.78 | 7.34 | $42.49 | |
| RES | RPC Inc. | 0.000 | 1 | $6.21 | $4.24 | 46.46 | $8.06 | |
| ITW | Illinois Tool Works | 0.000 | 1 | $270.47 | $270.17 | $232.87 | 16.02 | $299.98 |
| IWO | Ishares Russell 2000 Growth | 0.000 | 1 | $342.42 | $298.54 | 14.70 | $396.24 | |
| BHE | Benchmark Electronics | 0.000 | 1 | $71.12 | $41.23 | 72.50 | $100.21 | |
| AFL | AFLAC Inc. | 0.000 | 2 | $116.28 | $118.67 | $103.27 | 14.91 | $129.57 |
| ESGD | Ishares Trust Ishares Esg Aw | 0.000 | 2 | $102.04 | $87.40 | 16.75 | $108.00 | |
| AAPL | Apple Inc. | 0.000 | 2 | $291.15 | $342.94 | $242.76 | 41.27 | $348.15 |
| FCNCA | First Citizens Bancshares | 0.000 | 2 | $2080.78 | $2096.87 | $1699.01 | 23.42 | $2294.10 |
| AXSM | Axsome Therapeutics Inc. | 0.000 | 2 | $244.77 | $155.81 | $123.50 | 26.16 | $260.19 |
| ONB | Old National Bancorp | 0.000 | 2 | $25.90 | $24.78 | $19.13 | 29.53 | $27.21 |
| GNRC | Generac Holdings Inc. | 0.000 | 2 | $267.99 | $193.31 | $134.80 | 43.41 | $296.44 |
| HZO | MarineMax Inc. | 0.000 | 2 | $36.62 | $52.01 | $21.42 | 142.81 | $52.56 |
| NMIH | NMI Holdings | 0.000 | 2 | $41.09 | $41.01 | $34.84 | 17.71 | $46.74 |
| MTDR | Matador Resources Co. | 0.000 | 2 | $49.79 | $57.38 | $35.98 | 59.48 | $65.88 |
| FDS | FactSet Research Systems | 0.000 | 2 | $230.08 | $303.21 | $182.47 | 66.17 | $320.48 |
| TXN | Texas Instruments | 0.000 | 2 | $295.68 | $276.15 | $150.20 | 83.85 | $332.33 |
| FTK | Flotek Industries Inc. | 0.000 | 2 | $23.52 | $24.50 | $13.19 | 85.75 | $39.67 |
| DEI | Douglas Emmett Inc. | 0.000 | 2 | $11.80 | $9.46 | $8.62 | 9.74 | $12.71 |
| TSLA | Tesla Inc. | 0.000 | 2 | $420.60 | $368.06 | $297.38 | 23.77 | $498.83 |
| MPWR | Monolithic Power Systems | 0.000 | 2 | $1382.24 | $1253.66 | $827.63 | 51.48 | $1708.95 |
| OTIS | Otis Worldwide Corp. | 0.000 | 2 | $71.61 | $71.04 | $63.58 | 11.73 | $93.43 |
| IJR | Ishares Core S&P Small Cap E | 0.000 | 2 | $136.04 | $135.82 | $110.57 | 22.84 | $150.15 |
| FORM | FormFactor Inc. | 0.000 | 2 | $159.91 | $110.16 | $40.60 | 171.33 | $160.27 |
| CAMT | Camtek Ltd | 0.000 | 2 | $163.15 | $128.94 | $91.91 | 40.29 | $215.99 |
| VICR | Vicor Corp. | 0.000 | 2 | $379.84 | $190.68 | $57.55 | 231.33 | $382.65 |
| OEC | Orion SA | 0.000 | 2 | $6.63 | $5.36 | $4.28 | 25.23 | $8.61 |
| CNQ | Canadian Natural Resources | 0.000 | 2 | $39.50 | $54.12 | $28.47 | 90.09 | $54.37 |
| JBTM | JBT Marel Corp. | 0.000 | 2 | $144.99 | $104.58 | $103.26 | 1.28 | $169.81 |
| SDHC | Smith Douglas Homes Corp | 0.000 | 2 | $15.54 | $10.00 | $9.71 | 2.99 | $23.49 |
| SNY | Sanofi Aventis | 0.000 | 2 | $42.66 | $39.57 | $39.07 | 1.28 | $49.91 |
| HDB | HDFC Bank Ltd. | 0.000 | 2 | $25.83 | $23.08 | $21.71 | 6.31 | $36.81 |
| CP | Canadian Pacific Kansas City | 0.000 | 2 | $86.65 | $86.58 | $67.83 | 27.64 | $96.69 |
| IJH | Ishares Core S&P Midcap ETF | 0.000 | 2 | $73.27 | $72.38 | $61.43 | 17.83 | $78.47 |
| EXTR | Extreme Networks Inc. | 0.000 | 2 | $32.37 | $21.91 | $13.48 | 62.54 | $33.73 |
| LMT | Lockheed Martin Corp. | 0.000 | 2 | $509.46 | $548.23 | $429.47 | 27.65 | $683.27 |
| VREX | Varex Imaging Corp. | 0.000 | 2 | $10.43 | $18.40 | $9.09 | 102.42 | $18.63 |
| SPB | Spectrum Brands Holdings Inc. | 0.000 | 2 | $85.75 | $76.80 | $50.10 | 53.29 | $98.53 |
| IWR | Ishares Russell Mid Cap ETF | 0.000 | 2 | $107.55 | $108.33 | $90.51 | 19.69 | $114.63 |
| HOFT | Hooker Furniture Corp. | 0.000 | 2 | $17.83 | $12.70 | $8.42 | 50.83 | $17.94 |
| SPYX | SPDR S&P 500 Fossil Fuel Res | 0.000 | 2 | $62.72 | $51.06 | 22.84 | $64.05 | |
| CVLG | Covenant Transportation Group Inc. CL A | 0.000 | 2 | $44.18 | $29.16 | $17.83 | 63.54 | $49.78 |
| MTSI | MACOM Technology Solutions Hldg | 0.000 | 2 | $380.48 | $265.79 | $133.35 | 99.32 | $418.90 |
| CLX | Clorox Co. | 0.000 | 2 | $95.44 | $85.56 | $79.12 | 8.14 | $125.83 |
| SCHD | Schwab Us Dvd Equity ETF | 0.000 | 2 | $32.22 | $34.24 | $25.43 | 34.64 | $35.03 |
| SDY | SPDR S&P Dividend ETF | 0.000 | 2 | $154.10 | $131.84 | 16.88 | $159.32 | |
| LASR | nLight Inc. | 0.000 | 2 | $69.62 | $34.79 | $28.05 | 24.03 | $86.95 |
| ASTE | Astec Industries | 0.000 | 2 | $61.20 | $38.57 | $38.06 | 1.34 | $65.33 |
| MU | Micron Technology Inc. | 0.000 | 2 | $1154.29 | $904.90 | $192.18 | 370.86 | $1254.61 |
| WPM | Wheaton Precious Metals Corp. | 0.000 | 2 | $112.32 | $131.99 | $92.01 | 43.45 | $165.03 |
| AIR | AAR Corp. | 0.000 | 2 | $142.94 | $98.59 | $76.10 | 29.55 | $154.00 |
| CHTR | Charter Communications | 0.000 | 2 | $142.21 | $108.51 | $101.63 | 6.77 | $255.00 |
| LAD | Lithia Motors Inc. | 0.000 | 2 | $290.49 | $293.17 | $238.86 | 22.74 | $438.67 |
| AAP | Advance Auto Parts | 0.000 | 2 | $62.22 | $43.70 | $37.11 | 17.76 | $64.24 |
| NVS | Novartis AG | 0.000 | 2 | $156.73 | $150.20 | $118.00 | 27.29 | $165.46 |
| COLB | Columbia Banking System Inc. | 0.000 | 2 | $32.05 | $28.33 | $23.26 | 21.80 | $33.27 |
| WOLF | Wolfspeed Inc. | 0.000 | 2 | $48.27 | $24.14 | $13.49 | 78.95 | $80.82 |
| LSCC | Lattice Semconductor | 0.000 | 2 | $152.94 | $108.73 | $60.50 | 79.72 | $157.01 |
| CPA | Copa Holdings SA | 0.000 | 2 | $155.53 | $131.42 | $104.75 | 25.46 | $158.35 |
| CL | Colgate-Palmolive | 0.000 | 2 | $91.68 | $93.39 | $72.80 | 28.28 | $97.60 |
| EXPE | Expedia Group Inc. | 0.000 | 2 | $255.88 | $291.72 | $184.28 | 58.30 | $341.51 |
| VRSK | Verisk Analytics Inc. | 0.000 | 2 | $179.53 | $189.21 | $155.10 | 21.99 | $237.09 |
| VUG | Vanguard Growth ETF | 0.000 | 2 | $88.37 | $88.82 | $69.49 | 27.82 | $93.00 |
| RS | Reliance Steel & Aluminum | 0.000 | 2 | $373.60 | $415.67 | $256.46 | 62.08 | $432.62 |
| OKE | ONEOK Inc. | 0.000 | 2 | $86.94 | $92.42 | $61.67 | 49.86 | $99.85 |
| LPG | Dorian LPG Ltd | 0.000 | 2 | $34.79 | $52.50 | $22.18 | 136.70 | $59.97 |
| ONTO | Onto Innovation Inc. | 0.000 | 2 | $378.43 | $226.28 | $118.97 | 90.20 | $386.46 |
| ABR | Arbor Realty Trust Inc. | 0.000 | 2 | $5.42 | $2.67 | $2.53 | 5.53 | $10.47 |
| UTZ | Utz Brands Inc. | 0.000 | 2 | $7.70 | $14.30 | $6.69 | 113.75 | $14.36 |
| STT | State Street Corp. | 0.000 | 2 | $169.60 | $165.43 | $109.04 | 51.71 | $194.90 |
| MAMA | Mama's Creations Inc | 0.000 | 2 | $17.85 | $12.91 | $9.91 | 30.27 | $21.00 |
| URI | United Rentals | 0.000 | 2 | $1132.89 | $1025.00 | $698.94 | 46.65 | $1177.15 |
| AMN | AMN Healthcare Services | 0.000 | 2 | $32.36 | $40.50 | $14.97 | 170.54 | $41.72 |
| SMFG | Sumitomo Mitsui Spons ADR | 0.000 | 2 | $23.58 | $24.41 | $15.61 | 56.37 | $27.62 |
* "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.