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 |
| IBP | Installed Building Products | 0.001 | 2 | $265.15 | $204.48 | $148.89 | 37.34 | $346.19 |
| EXPE | Expedia Group Inc. | 0.001 | 2 | $230.89 | $215.00 | $154.79 | 38.90 | $303.14 |
| WAL | Western Alliance Bancorp | 0.001 | 2 | $70.86 | $76.11 | $65.45 | 16.29 | $96.24 |
| PSX | Phillips 66 | 0.001 | 2 | $182.18 | $182.38 | $106.11 | 71.88 | $189.24 |
| RSP | Invesco S&P 500 Equal Weight | 0.001 | 2 | $191.94 | $201.62 | $170.14 | 18.50 | $205.53 |
| SFNC | Simmons First National Corp. | 0.001 | 2 | $20.82 | $16.62 | 25.27 | $22.17 | |
| GL | Globe Life Inc. | 0.001 | 2 | $139.44 | $149.87 | $116.00 | 29.20 | $157.92 |
| BRK.A | Berkshire Hathaway CL A | 0.001 | 2 | $718138.54 | $720600.00 | $685150.00 | 5.17 | $775000.00 |
| FCN | FTI Consulting Inc. | 0.001 | 2 | $154.64 | $140.84 | 9.80 | $189.30 | |
| BFH | Bread Financial Holdings Inc. | 0.001 | 2 | $74.89 | $84.85 | $48.67 | 74.34 | $99.13 |
| ALLY | Ally Financial Inc. | 0.001 | 2 | $39.23 | $40.85 | $31.56 | 29.44 | $46.70 |
| VUG | Vanguard Growth ETF | 0.001 | 2 | $72.79 | $86.29 | $66.69 | 29.39 | $88.63 |
| SMIN | Ishares Msci India Small Cap | 0.001 | 2 | $65.06 | $57.78 | 12.60 | $76.96 | |
| ALSN | Allison Transmission Holdings | 0.001 | 2 | $117.05 | $108.01 | $75.38 | 43.29 | $137.28 |
| TRMD | Torm Plc | 0.001 | 2 | $28.31 | $31.68 | $14.69 | 115.66 | $35.33 |
| PATK | Patrick Industries Inc. | 0.001 | 2 | $88.79 | $81.32 | 9.19 | $147.99 | |
| HTLD | Heartland Express | 0.001 | 2 | $13.95 | $6.97 | 100.14 | $14.27 | |
| DT | Dynatrace Inc. | 0.001 | 2 | $39.96 | $31.64 | 26.30 | $57.55 | |
| UBS | UBS AG | 0.001 | 2 | $34.78 | $45.56 | $29.60 | 53.92 | $48.12 |
| HP | Helmerich & Payne | 0.001 | 2 | $36.03 | $40.95 | $14.12 | 190.01 | $41.82 |
| FA | First Advantage Corp | 0.001 | 2 | $14.90 | $8.82 | 68.93 | $19.01 | |
| IVE | Ishares S&P 500 Value ETF | 0.001 | 2 | $211.11 | $224.46 | $182.24 | 23.17 | $225.90 |
| VRTX | Vertex Pharmaceuticals | 0.001 | 2 | $446.52 | $434.31 | $362.50 | 19.81 | $507.92 |
| NSC | Norfolk Southern Corp. | 0.001 | 2 | $287.00 | $318.20 | $232.06 | 37.12 | $321.98 |
| MPLX | MPLX LP | 0.001 | 2 | $57.07 | $55.59 | $45.02 | 23.48 | $58.83 |
| FIBK | First Interstate Bancsystem Inc. | 0.001 | 2 | $34.36 | $24.41 | 40.76 | $38.34 | |
| MINN | Mairs & Power Mn Muni Bond | 0.001 | 2 | $22.15 | $20.80 | 6.49 | $23.09 | |
| ANET | Arista Networks Inc. | 0.001 | 2 | $141.58 | $83.86 | 68.83 | $179.80 | |
| WU | Western Union Co. | 0.001 | 2 | $8.33 | $7.30 | 14.11 | $10.09 | |
| BSY | Bentley Systems Inc Class B | 0.001 | 2 | $33.01 | $30.52 | 8.16 | $58.97 | |
| KVUE | Kenvue Inc | 0.001 | 2 | $17.24 | $17.15 | $13.53 | 26.76 | $23.28 |
| ZION | Zions Bancorp | 0.001 | 2 | $60.22 | $44.10 | 36.55 | $65.21 | |
| PHM | PulteGroup Inc. | 0.001 | 2 | $117.61 | $111.05 | $94.44 | 17.59 | $144.19 |
| LW | Lamb Weston Hldgs Inc. | 0.001 | 2 | $42.19 | $37.29 | 13.14 | $65.54 | |
| ADM | Archer-Daniels-Midland | 0.001 | 2 | $72.69 | $79.39 | $45.68 | 73.80 | $83.10 |
| ABBV | AbbVie Inc. | 0.001 | 2 | $217.49 | $213.76 | $174.56 | 22.46 | $239.13 |
| MTDR | Matador Resources Co. | 0.001 | 2 | $61.71 | $36.26 | 70.19 | $66.39 | |
| SNPS | Synopsys Inc. | 0.001 | 2 | $396.48 | $493.87 | $376.18 | 31.29 | $651.73 |
| GFI | Gold Fields Ltd. | 0.001 | 2 | $45.40 | $39.20 | $20.37 | 92.44 | $59.90 |
| WSO | Watsco Inc. | 0.001 | 2 | $386.82 | $317.96 | 21.66 | $483.07 | |
| DAR | Darling Ingredients Inc. | 0.001 | 2 | $61.85 | $59.95 | $29.15 | 105.66 | $66.02 |
| CNXC | Concentrix Corp. | 0.001 | 2 | $27.36 | $24.28 | $22.05 | 10.11 | $59.94 |
| GIII | G-III Apparel Group | 0.001 | 2 | $28.33 | $20.19 | 40.32 | $34.59 | |
| KMROF | Kalmar Oyj B Share | 0.000 | 2 | |||||
| MEC | Mayville Engineering Co. Inc. | 0.000 | 2 | $23.55 | $12.10 | 94.63 | $28.15 | |
| PUMP | ProPetro Holding Corp. | 0.000 | 2 | $17.89 | $4.51 | 296.67 | $18.50 | |
| NOV | Nov Inc. | 0.000 | 2 | $18.81 | $20.96 | $11.41 | 83.70 | $21.33 |
| ASB | Associated Banc-Corp | 0.000 | 2 | $25.86 | $27.17 | $21.59 | 25.85 | $29.25 |
| VMD | Viemed Healthcare Inc. | 0.000 | 2 | $9.61 | $5.93 | 62.06 | $10.18 | |
| ALL | Allstate Corp. | 0.000 | 2 | $207.34 | $224.58 | $186.25 | 20.58 | $227.62 |
| DINT | Davis Select International | 0.000 | 2 | $28.83 | $23.66 | 21.85 | $30.03 | |
| EVH | Evolent Health Inc. | 0.000 | 2 | $2.28 | $3.89 | $2.10 | 85.24 | $12.07 |
| AMT | American Tower Corp. | 0.000 | 2 | $172.58 | $183.00 | $163.45 | 11.96 | $227.77 |
| STT | State Street Corp. | 0.000 | 2 | $126.56 | $150.88 | $91.62 | 64.68 | $156.18 |
| AEHR | Aehr Test Systems | 0.000 | 2 | $81.14 | $8.31 | 876.41 | $108.75 | |
| CPF | Central Pacific Financial | 0.000 | 2 | $34.01 | $24.95 | 36.31 | $35.41 | |
| ATRC | AtriCure Inc. | 0.000 | 2 | $28.80 | $25.52 | 12.85 | $43.18 | |
| CCS | Century Communities Inc. | 0.000 | 2 | $48.44 | $47.28 | 2.45 | $75.65 | |
| MAMA | Mama's Creations Inc | 0.000 | 2 | $15.34 | $15.38 | $6.54 | 135.17 | $17.85 |
| CYRX | CryoPort Inc. | 0.000 | 2 | $13.03 | $5.31 | 145.39 | $13.79 | |
| FTAI | FTAI Aviation Ltd. | 0.000 | 2 | $223.49 | $107.64 | 107.63 | $322.42 | |
| MDY | SPDR S&P Midcap 400 ETF Trst | 0.000 | 2 | $616.82 | $652.12 | $531.34 | 22.73 | $685.50 |
| NX | Quanex Building Products | 0.000 | 2 | $16.51 | $10.94 | 50.91 | $22.87 | |
| SKT | Tanger Factory Outlet Centers | 0.000 | 2 | $35.02 | $27.67 | 26.56 | $37.63 | |
| VSH | Vishay Intertechnology | 0.000 | 2 | $18.00 | $37.04 | $11.62 | 218.76 | $40.07 |
| DUSA | Davis Select Us Equity ETF | 0.000 | 2 | $55.54 | $41.87 | 32.65 | $56.46 | |
| MITK | Mitek Systems Inc. | 0.000 | 2 | $13.49 | $14.15 | $8.53 | 65.89 | $16.48 |
| CRMT | America's Car Mart Inc. | 0.000 | 2 | $11.25 | $10.58 | 6.33 | $62.72 | |
| CCO | Clear Channel Outdoor Holdings | 0.000 | 2 | $2.39 | $1.00 | 139.00 | $2.43 | |
| AVBH | Avidbank Holdings Inc | 0.000 | 2 | $29.51 | $22.95 | 28.58 | $31.61 | |
| ETD | Ethan Allen Interiors | 0.000 | 2 | $19.07 | $18.28 | 4.32 | $29.78 | |
| FIP | Ftai Infrastructure Inc | 0.000 | 2 | $4.23 | $3.83 | 10.44 | $7.74 | |
| KMPR | Kemper Corp. | 0.000 | 2 | $29.17 | $27.44 | 6.30 | $63.05 | |
| MG | Mistras Group Inc. | 0.000 | 2 | $16.76 | $7.22 | 132.13 | $19.56 | |
| QTRX | Quanterix Corp. | 0.000 | 2 | $2.51 | $2.40 | 4.58 | $8.77 | |
| WAB | WABTEC Corp. | 0.000 | 2 | $249.91 | $255.29 | $183.82 | 38.88 | $275.84 |
| SIBN | SI-BONE Inc. | 0.000 | 2 | $14.84 | $11.48 | 29.27 | $21.89 | |
| VITL | Vital Signs | 0.000 | 2 | $9.17 | $7.95 | 15.35 | $53.13 | |
| DWLD | Davis Select Worldwide ETF | 0.000 | 2 | $46.99 | $37.90 | 23.98 | $48.37 | |
| IFS | Intercorp Financial Services | 0.000 | 2 | $50.21 | $46.62 | $32.86 | 41.87 | $50.92 |
| ATEC | Alphatec Holdings Inc. | 0.000 | 2 | $8.22 | $6.82 | 20.53 | $23.29 | |
| GH | Guardant Health Inc. | 0.000 | 2 | $98.19 | $36.36 | 170.05 | $120.74 | |
| SKY | Skyline Champion Corp. | 0.000 | 2 | $74.37 | $65.23 | $59.44 | 9.74 | $99.17 |
| RKLB | Rocket Lab Corp. | 0.000 | 2 | $64.22 | $127.31 | $23.92 | 432.23 | $138.38 |
| LTH | Life Time Group Holdings Inc | 0.000 | 2 | $26.94 | $32.78 | $24.14 | 35.79 | $35.33 |
| LFST | Lifestance Health Group Inc | 0.000 | 2 | $7.73 | $3.74 | 106.68 | $8.89 | |
| PUK | Prudential Plc ADR | 0.000 | 2 | $30.31 | $21.72 | 39.55 | $33.59 | |
| NTGR | NETGEAR Inc. | 0.000 | 2 | $24.52 | $19.00 | 29.05 | $36.86 | |
| TAK | Takeda Pharmaceutical Co. Ltd | 0.000 | 2 | $16.58 | $12.99 | 27.64 | $18.90 | |
| THR | Thermon Group Holdings Inc. | 0.000 | 2 | $50.40 | $63.42 | $23.86 | 165.80 | $71.24 |
| FRPT | Freshpet Inc. | 0.000 | 2 | $47.39 | $46.76 | 1.35 | $89.80 | |
| TFC | Truist Financial Corp. | 0.000 | 2 | $45.97 | $46.77 | $36.61 | 27.75 | $55.05 |
| APEI | American Public Education Inc. | 0.000 | 2 | $53.56 | $25.80 | 107.60 | $61.59 | |
| ZH | Zhihu Inc ADR | 0.000 | 2 | $3.09 | $2.57 | 20.23 | $5.55 | |
| KNF | Knife River Corp. | 0.000 | 2 | $70.83 | $58.72 | 20.62 | $99.99 | |
| IBM | International Business Machines | 0.000 | 2 | $242.59 | $222.33 | $212.34 | 4.70 | $320.70 |
| TJX | TJX Companies Inc. | 0.000 | 2 | $159.71 | $150.68 | $118.39 | 27.27 | $165.28 |
| WCN | Waste Connections | 0.000 | 2 | $162.44 | $157.37 | $148.84 | 5.73 | $196.40 |
| HII | Huntington Ingalls Industries | 0.000 | 2 | $324.60 | $212.39 | 52.83 | $460.00 | |
| MTW | Manitowoc Co. | 0.000 | 2 | $11.65 | $11.35 | $9.09 | 24.86 | $15.56 |
* "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.