No. of buys/adds (reported so far): 1055
Q4 2025 and Q1 2026
| Symbol | Stock | %▼ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| CUBI | Customers Bancorp Inc. | 0.000 | 1 | $76.61 | $47.97 | 59.70 | $82.56 | |
| ROIV | Roivant Sciences Ltd | 0.000 | 1 | $21.70 | $29.15 | $10.58 | 175.52 | $30.33 |
| EXE | Expand Energy Corp. | 0.000 | 1 | $110.36 | $96.36 | $90.09 | 6.96 | $125.93 |
| UPWK | Upwork Inc. | 0.000 | 1 | $19.81 | $11.34 | $10.27 | 10.42 | $22.84 |
| GLNG | Golar LNG Ltd. | 0.000 | 1 | $52.66 | $34.83 | 51.19 | $56.82 | |
| GM | General Motors | 0.000 | 1 | $77.44 | $79.00 | $44.27 | 78.45 | $87.41 |
| VZ | Verizon Communications | 0.000 | 1 | $45.02 | $45.98 | $10.26 | 348.15 | $50.91 |
| LFST | Lifestance Health Group Inc | 0.000 | 1 | $6.91 | $3.74 | 84.76 | $8.09 | |
| DVN | Devon Energy Corp. | 0.000 | 1 | $36.63 | $47.12 | $28.95 | 62.76 | $52.71 |
| NTGR | NETGEAR Inc. | 0.000 | 1 | $25.95 | $19.00 | 36.58 | $36.86 | |
| GLD | SPDR Gold Trust | 0.000 | 1 | $396.63 | $435.26 | $291.78 | 49.17 | $509.70 |
| INMD | Inmode Ltd | 0.000 | 1 | $14.41 | $12.72 | 13.29 | $16.74 | |
| SIMO | Silicon Motion Technol ADR | 0.000 | 1 | $141.95 | $39.77 | 256.93 | $146.85 | |
| HUM | Humana Inc. | 0.000 | 1 | $256.13 | $217.40 | $162.29 | 33.96 | $311.60 |
| WEN | Wendy's Co. | 0.000 | 1 | $8.33 | $7.10 | $6.61 | 7.41 | $12.29 |
| THR | Thermon Group Holdings Inc. | 0.000 | 1 | $53.40 | $23.86 | 123.81 | $58.56 | |
| NXPI | NXP Semiconductors NV | 0.000 | 1 | $217.06 | $225.75 | $172.96 | 30.52 | $255.04 |
| WD | Walker & Dunlop Inc. | 0.000 | 1 | $50.00 | $41.50 | 20.48 | $87.71 | |
| TRMD | Torm Plc | 0.000 | 1 | $19.95 | $30.15 | $14.14 | 113.22 | $31.49 |
| XLP | Consumer Staples SPDR | 0.000 | 1 | $82.11 | $74.14 | 10.75 | $89.64 | |
| FRPT | Freshpet Inc. | 0.000 | 1 | $60.93 | $65.96 | $46.76 | 41.06 | $89.80 |
| APEI | American Public Education Inc. | 0.000 | 1 | $60.28 | $21.98 | 174.25 | $61.59 | |
| LEGH | Legacy Housing Corp. | 0.000 | 1 | $21.62 | $18.29 | 18.21 | $29.45 | |
| AAP | Advance Auto Parts | 0.000 | 1 | $39.30 | $59.61 | $30.24 | 97.12 | $68.94 |
| CAAP | Corp America Airports SA | 0.000 | 1 | $25.15 | $17.36 | 44.87 | $30.50 | |
| HLLY | Holley Inc | 0.000 | 1 | $3.32 | $1.60 | 107.50 | $4.48 | |
| CHEF | Chefs' Warehouse | 0.000 | 1 | $65.56 | $51.95 | 26.20 | $73.94 | |
| ATAT | Atour Lifestyle Holdings ADR | 0.000 | 1 | $40.41 | $22.69 | 78.10 | $43.17 | |
| MIRM | Mirum Pharmaceuticals Inc. | 0.000 | 1 | $94.31 | $39.18 | 140.71 | $109.28 | |
| SNDK | SanDisk Corp. | 0.000 | 1 | $979.07 | $30.20 | 3141.95 | $981.06 | |
| EXPD | Expeditors Int'l | 0.000 | 1 | $148.44 | $104.72 | 41.75 | $167.19 | |
| LOPE | Grand Canyon Education | 0.000 | 1 | $173.15 | $149.37 | 15.92 | $223.04 | |
| HAFN | Hafnia Ltd | 0.000 | 1 | $8.41 | $3.97 | 111.84 | $8.52 | |
| IBM | International Business Machines | 0.000 | 1 | $296.36 | $251.86 | $219.00 | 15.00 | $323.06 |
| LINC | Lincoln Educational Services Corp. | 0.000 | 1 | $40.77 | $16.25 | 150.89 | $42.85 | |
| NTCT | NetScout Systems | 0.000 | 1 | $33.21 | $19.98 | 66.22 | $34.46 | |
| MDY | SPDR S&P Midcap 400 ETF Trst | 0.000 | 1 | $663.09 | $501.23 | 32.29 | $675.77 | |
| RDNT | RadNet Inc. | 0.000 | 1 | $71.34 | $57.83 | $48.73 | 18.67 | $85.84 |
| EWZ | Ishares Msci Brazil ETF | 0.000 | 1 | $40.59 | $24.85 | 63.34 | $42.02 | |
| SMWB | Similarweb Ltd | 0.000 | 1 | $2.69 | $2.22 | 21.17 | $10.75 | |
| PATK | Patrick Industries Inc. | 0.000 | 1 | $101.37 | $74.07 | 36.86 | $147.99 | |
| HUN | Huntsman Corp. | 0.000 | 1 | $13.86 | $7.19 | 92.77 | $14.28 | |
| VEU | Vanguard FTSE All World ex US ETF | 0.000 | 1 | $73.53 | $80.34 | $59.05 | 36.05 | $82.29 |
| TKR | Timken Co. | 0.000 | 1 | $89.62 | $106.79 | $61.06 | 74.89 | $111.03 |
| DOCU | DocuSign Inc. | 0.000 | 1 | $47.52 | $40.16 | 18.33 | $94.67 | |
| ABBV | AbbVie Inc. | 0.000 | 1 | $226.45 | $200.50 | $168.90 | 18.71 | $239.13 |
| LFUS | Littelfuse Inc. | 0.000 | 1 | $252.92 | $394.55 | $160.34 | 146.07 | $403.74 |
| WCN | Waste Connections | 0.000 | 1 | $175.36 | $156.51 | $154.90 | 1.04 | $198.29 |
| HTLD | Heartland Express | 0.000 | 1 | $11.58 | $6.97 | 66.14 | $12.10 | |
| BBY | Best Buy Co. Inc. | 0.000 | 1 | $66.95 | $63.53 | $59.52 | 6.74 | $82.62 |
| HII | Huntington Ingalls Industries | 0.000 | 1 | $340.07 | $366.88 | $211.51 | 73.46 | $460.00 |
| XLV | Health Care Select Sector | 0.000 | 1 | $146.38 | $125.12 | 16.99 | $159.93 | |
| CAG | Conagra Brands Inc. | 0.000 | 1 | $15.74 | $14.53 | $14.04 | 3.49 | $23.79 |
| JCI | Johnson Controls Intl. plc | 0.000 | 1 | $119.75 | $139.81 | $76.93 | 81.74 | $146.04 |
| RBC | RBC Bearings Inc. | 0.000 | 1 | $448.43 | $588.74 | $319.88 | 84.05 | $604.80 |
| GEN | Gen Digital Inc. | 0.000 | 1 | $19.99 | $17.78 | 12.43 | $31.77 | |
| APPN | Appian Corp. | 0.000 | 1 | $21.86 | $19.89 | 9.90 | $46.06 | |
| VLO | Valero Energy | 0.000 | 1 | $162.79 | $234.36 | $106.86 | 119.31 | $258.43 |
| CYTK | Cytokinetics Inc. | 0.000 | 1 | $66.25 | $29.31 | 126.03 | $70.98 | |
| BHE | Benchmark Electronics | 0.000 | 1 | $65.88 | $31.60 | 108.48 | $67.07 | |
| IHRT | iHeartMedia Inc. | 0.000 | 1 | $4.18 | $0.99 | 322.22 | $5.44 | |
| CFG | Citizens Financial Group Inc. | 0.000 | 1 | $59.32 | $65.16 | $35.01 | 86.12 | $68.79 |
| DXCM | DexCom Inc. | 0.000 | 1 | $63.41 | $54.11 | 17.19 | $89.98 | |
| VIG | Vanguard Dividend Apprec ETF | 0.000 | 1 | $215.81 | $227.08 | $181.99 | 24.78 | $229.63 |
| SRRK | Scholar Rock Holding Corp. | 0.000 | 1 | $47.33 | $27.07 | 74.84 | $51.63 | |
| LTH | Life Time Group Holdings Inc | 0.000 | 1 | $26.58 | $27.82 | $24.14 | 15.24 | $34.99 |
| VELO | Velo3d Inc | 0.000 | 1 | $14.96 | $2.81 | 432.38 | $23.84 | |
| HLN | Haleon Plc ADR | 0.000 | 1 | $10.11 | $9.36 | $8.60 | 8.84 | $11.20 |
| ARCO | Arcos Dorados Holdings Inc. | 0.000 | 1 | $7.34 | $9.46 | $6.34 | 49.21 | $9.75 |
| IBTG | Ishares Ibonds Dec 2026 Term | 0.000 | 1 | $22.90 | $22.00 | 4.09 | $22.90 | |
| JNJ | Johnson & Johnson | 0.000 | 1 | $210.95 | $226.10 | $142.15 | 59.06 | $251.71 |
| LYG | Lloyds TSB Grp Plc ADR | 0.000 | 1 | $5.42 | $3.60 | 50.56 | $6.19 | |
| METCB | Ramaco Resources Inc B | 0.000 | 1 | $10.77 | $6.85 | 57.23 | $21.49 | |
| SLP | Simulations Plus Inc. | 0.000 | 1 | $15.19 | $11.09 | 36.97 | $36.45 | |
| ING | ING Group NV | 0.000 | 1 | $28.00 | $28.08 | $17.72 | 58.47 | $30.24 |
| VIPS | Vipshop Holdings Ltd | 0.000 | 1 | $17.69 | $14.63 | $12.02 | 21.71 | $20.24 |
| TTAM | Titan America SA | 0.000 | 1 | $16.43 | $12.09 | 35.90 | $19.37 | |
| UPS | United Parcel Service | 0.000 | 1 | $98.75 | $105.30 | $79.49 | 32.47 | $120.73 |
| DOW | Dow Inc. | 0.000 | 1 | $23.38 | $38.81 | $19.58 | 98.21 | $42.74 |
| LULU | Lululemon Athletica Inc. | 0.000 | 1 | $178.96 | $163.45 | $143.96 | 13.54 | $340.25 |
| WLK | Westlake Chemical Corp. | 0.000 | 1 | $114.28 | $55.56 | 105.69 | $124.23 | |
| HP | Helmerich & Payne | 0.000 | 1 | $28.67 | $36.41 | $14.21 | 156.23 | $37.87 |
| BJ | BJ's Wholesale Club | 0.000 | 1 | $95.41 | $86.68 | 10.07 | $120.33 | |
| NSP | Insperity Inc. | 0.000 | 1 | $32.39 | $18.57 | 74.42 | $75.37 | |
| XLI | Industrial Select Sect SPDR | 0.000 | 1 | $171.04 | $124.08 | 37.85 | $178.80 | |
| L | Loews Corp. | 0.000 | 1 | $110.65 | $84.46 | 31.01 | $114.83 | |
| IFS | Intercorp Financial Services | 0.000 | 1 | $42.37 | $46.02 | $30.71 | 49.85 | $53.00 |
| AWI | Armstrong World Industries Inc. | 0.000 | 1 | $191.10 | $176.74 | $131.82 | 34.08 | $205.63 |
| MASS | 908 Devices Inc | 0.000 | 1 | $7.13 | $4.20 | 69.76 | $9.34 | |
| ALB | Albemarle Corp. | 0.000 | 1 | $194.22 | $52.77 | 268.05 | $215.71 | |
| PCVX | Vaxcyte Inc. | 0.000 | 1 | $60.81 | $28.09 | 116.48 | $65.00 | |
| DNLI | Denali Therapeutics Inc. | 0.000 | 1 | $20.25 | $12.58 | 60.97 | $23.77 | |
| BBNX | Beta Bionics Inc | 0.000 | 1 | $12.20 | $8.80 | 38.64 | $32.71 | |
| IRS | Irsa Sp ADR | 0.000 | 1 | $15.14 | $9.90 | 52.93 | $19.14 | |
| NMRK | Newmark Group Inc. CL A | 0.000 | 1 | $16.55 | $10.14 | 63.21 | $19.76 | |
| DSX | Diana Shipping Inc. | 0.000 | 1 | $2.51 | $1.35 | 85.93 | $2.70 | |
| SERV | Serve Robotics Inc | 0.000 | 1 | $9.82 | $5.60 | 75.36 | $18.64 | |
| KNF | Knife River Corp. | 0.000 | 1 | $88.79 | $58.72 | 51.21 | $103.18 | |
| WINA | Winmark Corp. | 0.000 | 1 | $404.90 | $411.66 | $340.96 | 20.74 | $512.96 |
| HLIT | Harmonic Inc. | 0.000 | 1 | $10.64 | $7.80 | 36.41 | $12.18 | |
* "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.