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
CAAP Corp America Airports SA 0.000 2 $23.96 $17.36 38.02 $30.50
HLLY Holley Inc 0.000 2 $2.46 $1.91 28.80 $4.48
CHEF Chefs' Warehouse 0.000 2 $77.07 $53.20 44.87 $82.81
MIRM Mirum Pharmaceuticals Inc. 0.000 2 $95.65 $42.89 123.01 $114.99
DHI D.R. Horton 0.000 2 $137.22 $134.72 $112.86 19.37 $182.90
TJX TJX Companies Inc. 0.000 2 $159.71 $150.68 $118.39 27.27 $165.28
JNJ Johnson & Johnson 0.000 2 $244.43 $230.00 $146.24 57.28 $251.71
LYG Lloyds TSB Grp Plc ADR 0.000 2 $5.16 $3.83 34.73 $6.19
METCB Ramaco Resources Inc B 0.000 2 $9.60 $6.85 40.15 $21.49
SLP Simulations Plus Inc. 0.000 2 $14.10 $11.09 27.14 $34.01
VIPS Vipshop Holdings Ltd 0.000 2 $14.11 $12.82 10.06 $20.24
TTAM Titan America SA 0.000 2 $15.14 $12.09 25.23 $19.37
FMC FMC Corp. 0.000 2 $12.76 $12.04 5.98 $43.45
WLK Westlake Chemical Corp. 0.000 2 $88.66 $55.56 59.58 $124.23
NSP Insperity Inc. 0.000 2 $31.46 $18.57 69.41 $67.41
GTES Gates Industrial Corp. 0.000 2 $22.60 $23.45 $20.39 15.01 $28.47
ARLO Arlo Technologies Inc. 0.000 2 $14.23 $12.78 $11.05 15.66 $19.94
AFYA Afya Ltd 0.000 2 $14.07 $12.45 13.01 $18.42
SRRK Scholar Rock Holding Corp. 0.000 2 $47.56 $27.07 75.69 $51.63
VELO Velo3d Inc 0.000 2 $16.99 $2.81 504.63 $23.84
ACWX iShares MSCI ACWI EX U.S. ETF 0.000 2 $68.48 $73.50 $57.12 28.68 $76.09
PACK Ranpak Holdings Corp. CL A 0.000 2 $5.57 $3.20 74.06 $6.67
SMBK SmartFinancial Inc. 0.000 2 $40.56 $30.41 33.38 $43.72
TRNS Transcat Inc. 0.000 2 $69.64 $50.23 38.64 $97.08
AAOI Applied Optoelectronics Inc 0.000 2 $84.59 $171.33 $15.06 1037.65 $233.67
GMED Globus Medical Inc. 0.000 2 $86.17 $79.93 $51.79 54.33 $101.40
L Loews Corp. 0.000 2 $107.86 $86.60 24.55 $114.83
AMN AMN Healthcare Services 0.000 2 $26.92 $14.87 81.04 $31.65
AORT Artivion Inc. 0.000 2 $22.73 $19.16 18.63 $48.25
MASS 908 Devices Inc 0.000 2 $6.78 $4.47 51.68 $9.34
DNLI Denali Therapeutics Inc. 0.000 2 $18.11 $12.58 43.96 $23.77
DSX Diana Shipping Inc. 0.000 2 $2.63 $1.35 94.81 $2.92
WINA Winmark Corp. 0.000 2 $427.57 $351.11 $338.18 3.82 $511.51
HLIT Harmonic Inc. 0.000 2 $12.30 $7.80 57.69 $15.39
RS Reliance Steel & Aluminum 0.000 2 $303.92 $357.49 $258.10 38.51 $381.00
OGS ONE Gas Inc. 0.000 2 $83.10 $68.54 21.24 $90.03
MTB M&T Bank Corp. 0.000 2 $206.72 $206.56 $171.92 20.15 $237.35
LOCO El Pollo Loco Holdings Inc. 0.000 2 $13.86 $13.99 $8.87 57.72 $15.90
CPA Copa Holdings SA 0.000 2 $128.17 $95.58 34.10 $154.60
LASR nLight Inc. 0.000 2 $69.49 $12.45 458.15 $86.95
WRBY Warby Parker Inc. 0.000 2 $21.07 $25.51 $14.96 70.52 $31.00
ONEW Onewater Marine Inc Cl A 0.000 2 $10.14 $8.12 24.88 $17.92
RRBI Red River Bancshares Inc 0.000 2 $88.29 $53.54 64.90 $98.85
SONO Sonos Inc. 0.000 2 $14.75 $9.65 52.85 $19.82
GSK GSK plc 0.000 2 $55.19 $51.05 $34.16 49.44 $60.66
AVB AvalonBay Communities 0.000 2 $185.11 $158.58 16.73 $201.98
AXTI AXT Inc. 0.000 2 $112.88 $1.38 8079.71 $134.00
NUVL Nuvalent Inc. 0.000 2 $101.00 $70.25 43.77 $113.02
DORM Dorman Products 0.000 2 $112.83 $98.45 14.61 $166.89
EGP EastGroup Properties SBI 0.000 2 $185.09 $202.32 $155.24 30.33 $206.78
HSTM HealthStream Inc. 0.000 2 $24.43 $19.44 25.67 $29.50
AKBLF Alk Abello A s 0.000 2 $38.89 $25.65 51.62 $38.89
MRVI Maravai LifeSciences Holdings Inc. 0.000 2 $2.83 $4.22 $1.99 112.06 $5.00
WMT Walmart Inc. 0.000 2 $124.28 $134.20 $92.66 44.83 $135.16
LEN.B Lennar Corp. CL B 0.000 2 $84.12 $81.21 $79.50 2.15 $135.38
ONTO Onto Innovation Inc. 0.000 2 $248.08 $89.40 177.49 $316.00
TREX Trex Company Inc. 0.000 2 $36.24 $29.77 21.73 $68.78
LUV Southwest Airlines 0.000 2 $37.57 $37.35 $28.56 30.78 $54.87
KRYS Krystal Biotech Inc. 0.000 2 $293.30 $122.80 138.84 $319.48
BW Babcock & Wilcox Enterprises 0.000 2 $19.59 $0.62 3059.68 $22.03
FROG JFrog Ltd 0.000 2 $70.63 $34.05 107.43 $72.06
EQIX Equinix Inc. 0.000 2 $980.26 $1048.43 $698.16 50.17 $1128.68
SEI Solaris Energy Infrastructure Inc. 0.000 2 $72.44 $21.12 242.99 $81.24
HLX Helix Energy Solutions 0.000 2 $9.89 $10.22 $5.52 85.14 $10.75
ARCO Arcos Dorados Holdings Inc. 0.000 2 $8.25 $8.07 $6.34 27.29 $9.75
HZO MarineMax Inc. 0.000 2 $31.59 $20.52 53.95 $34.61
OTIS Otis Worldwide Corp. 0.000 2 $77.08 $70.94 $69.73 1.74 $99.40
RELY Remitly Global Inc 0.000 2 $20.87 $12.08 72.76 $24.92
FUL H.B. Fuller Co. 0.000 2 $61.68 $56.91 $48.51 17.32 $68.35
KRE SPDR S&P Regional Banking 0.000 2 $67.56 $54.00 25.11 $73.65
UMH UMH Properties Inc. 0.000 2 $15.21 $13.35 13.93 $16.46
BELFB Bel Fuse Inc. CL B 0.000 2 $249.71 $68.87 262.58 $308.27
AEBI Aebi Schmidt Holding Ag 0.000 2 $9.71 $11.30 $8.86 27.54 $32.80
ESTA Establishment Labs Hldg Inc. 0.000 2 $65.55 $33.35 96.55 $83.31
KRMN Karman Holdings Inc 0.000 2 $64.20 $41.29 55.49 $118.38
FLEX Flex Ltd. 0.000 2 $65.46 $126.29 $40.15 214.55 $147.34
PKOH Park Ohio Holdings Corp. 0.000 2 $28.81 $15.28 88.55 $31.92
OZK Bank OZK 0.000 2 $45.89 $47.03 $41.55 13.19 $52.15
KARO Karooooo Ltd 0.000 2 $46.46 $41.25 12.63 $61.71
BBIO BridgeBio Pharma Inc. 0.000 2 $74.26 $66.00 $31.77 107.74 $84.94
AIN Albany International 0.000 2 $60.22 $40.70 47.96 $71.90
FIGS FIGS Inc. 0.000 2 $11.48 $4.25 170.12 $17.48
MOS Mosaic Co. 0.000 2 $25.50 $21.40 $20.89 2.44 $37.31
KOD Kodiak Sciences Inc. 0.000 2 $34.42 $3.26 955.83 $47.84
SPHR Sphere Entertainment Co. 0.000 2 $117.40 $135.33 $35.58 280.35 $149.00
FLOC Flowco Holdings Inc Cl A 0.000 2 $27.55 $13.86 98.77 $27.85
HLI Houlihan Lokey Inc. 0.000 2 $146.81 $134.41 9.23 $210.28
WT WisdomTree Investments 0.000 2 $14.57 $18.79 $9.16 105.13 $19.85
STE STERIS Plc 0.000 2 $214.42 $195.14 9.88 $268.76
UEIC Universal Electronics Inc. 0.000 2 $3.96 $2.69 47.21 $7.50
ELAN Elanco Animal Health Inc. 0.000 2 $23.93 $19.80 $12.40 59.68 $27.72
GWW W.W. Grainger Inc. 0.000 2 $1090.81 $1244.42 $902.98 37.81 $1285.36
SEB Seaboard Corp. 0.000 2 $5654.06 $4811.30 $2441.07 97.10 $5986.51
ALGT Allegiant Travel Company 0.000 2 $81.03 $69.87 $42.56 64.17 $118.00
CVE Cenovus Energy Inc. 0.000 2 $31.80 $12.46 155.22 $31.85
CMC Commercial Metals 0.000 2 $69.33 $44.95 54.24 $84.60
PL Planet Labs PBC 0.000 2 $41.59 $3.47 1098.56 $45.78
NPO EnPro Industries 0.000 2 $298.80 $172.63 73.09 $326.98
ESI Element Solutions Inc. 0.000 2 $34.14 $39.48 $20.62 91.46 $45.52
INSG Inseego Corp. 0.000 2 $12.66 $6.27 101.91 $21.90
* "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.