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 |
| BMRN | BioMarin Pharmaceutical Inc. | 0.001 | 2 | $57.22 | $54.67 | $49.26 | 10.98 | $70.98 |
| SD | SandRidge Energy Inc. | 0.001 | 2 | $13.70 | $14.35 | $10.70 | 34.11 | $17.78 |
| AXS | Axis Capital Holdings Ltd. | 0.001 | 2 | $107.44 | $99.71 | $86.58 | 15.17 | $119.44 |
| UHS | Universal Health Services Inc. | 0.001 | 2 | $148.69 | $182.29 | $139.92 | 30.28 | $245.26 |
| BIO | Bio-Rad Laboratories Inc. | 0.001 | 2 | $293.61 | $352.82 | $236.73 | 49.04 | $396.23 |
| HAFN | Hafnia Ltd | 0.001 | 2 | $6.62 | $9.98 | $4.60 | 116.96 | $11.10 |
| BN | Brookfield Corp. | 0.001 | 2 | $42.59 | $36.46 | $35.61 | 2.39 | $49.31 |
| SLB | Schlumberger Ltd. | 0.001 | 2 | $46.49 | $49.09 | $31.72 | 54.76 | $60.15 |
| IWD | Ishares Russell 1000 Value E | 0.001 | 2 | $248.05 | $255.43 | $196.73 | 29.84 | $259.24 |
| NWSA | News Corp. | 0.001 | 2 | $24.83 | $30.06 | $22.03 | 36.45 | $31.55 |
| VO | Vanguard Mid Cap ETF | 0.001 | 2 | $78.64 | $80.09 | $68.44 | 17.02 | $84.28 |
| CORZ | Core Scientific Inc | 0.001 | 2 | $25.59 | $13.73 | $12.31 | 11.54 | $30.46 |
| ING | ING Group NV | 0.001 | 2 | $31.38 | $32.82 | $22.49 | 45.93 | $37.52 |
| EPD | Enterprise Products Partners LP | 0.001 | 2 | $36.76 | $36.80 | $28.43 | 29.44 | $39.69 |
| SBAC | SBA Communications Corp. | 0.001 | 2 | $176.46 | $183.09 | $156.60 | 16.92 | $221.58 |
| LEN.B | Lennar Corp. CL B | 0.001 | 2 | $88.71 | $75.25 | $71.27 | 5.58 | $122.65 |
| KGC | Kinross Gold Corp. | 0.001 | 2 | $23.62 | $23.65 | $21.89 | 8.04 | $38.96 |
| ARLP | Alliance Resource Partners LP | 0.001 | 2 | $23.98 | $25.70 | $20.88 | 23.08 | $28.08 |
| BLCO | Bausch + Lomb Corp | 0.001 | 2 | $16.56 | $16.61 | $14.44 | 15.03 | $18.92 |
| DHI | D.R. Horton | 0.001 | 2 | $162.88 | $135.31 | $130.40 | 3.77 | $170.28 |
| KT | KT Corp. | 0.001 | 2 | $17.28 | $18.78 | $16.93 | 10.93 | $23.90 |
| WMG | Warner Music Group Corp. CL A | 0.001 | 2 | $27.07 | $31.04 | $23.04 | 34.72 | $34.97 |
| FOX | Fox Corporation CL B | 0.001 | 2 | $46.84 | $58.33 | $43.86 | 32.99 | $67.48 |
| FUL | H.B. Fuller Co. | 0.001 | 2 | $58.29 | $51.06 | $46.47 | 9.88 | $67.72 |
| BKD | Brookdale Senior Living Inc. | 0.001 | 3 | $16.09 | $9.86 | $8.02 | 22.94 | $17.09 |
| CARR | Carrier Global Corp. | 0.001 | 3 | $73.35 | $55.21 | $49.67 | 11.15 | $76.49 |
| KVUE | Kenvue Inc | 0.001 | 3 | $19.11 | $18.87 | $13.22 | 42.74 | $19.67 |
| VTV | Vanguard Value ETF | 0.001 | 3 | $216.09 | $222.21 | $179.15 | 24.04 | $227.52 |
| IFF | International Flavors & Fragrances Inc. | 0.001 | 3 | $79.22 | $90.96 | $59.96 | 51.70 | $91.88 |
| BMY | Bristol-Myers Squibb | 0.001 | 3 | $57.62 | $58.83 | $40.71 | 44.51 | $67.94 |
| EFA | iShares MSCI EAFE ETF | 0.001 | 3 | $103.87 | $102.87 | $88.19 | 16.65 | $108.89 |
| HCA | HCA Healthcare Inc. | 0.001 | 4 | $389.89 | $454.88 | $353.34 | 28.74 | $553.56 |
| FDX | FedEx Corp. | 0.002 | 1 | $313.13 | $293.78 | $184.69 | 59.07 | $342.73 |
| LULU | Lululemon Athletica Inc. | 0.002 | 1 | $176.58 | $97.76 | $90.38 | 8.17 | $225.98 |
| VBIL | Vanguard 0 3m T Bill ETF | 0.002 | 1 | $75.68 | $75.66 | $72.93 | 3.74 | $75.66 |
| EVTC | EVERTEC Inc. | 0.002 | 1 | $30.85 | $21.73 | 41.97 | $34.41 | |
| CPB | Campbell's Co. | 0.002 | 1 | $22.27 | $19.35 | $18.60 | 4.03 | $30.11 |
| FRFHF | Fairfax Financial Holdings Ltd. | 0.002 | 1 | $1644.34 | $1728.00 | $1500.00 | 15.20 | $1933.22 |
| GL | Globe Life Inc. | 0.002 | 1 | $178.68 | $167.85 | $126.81 | 32.36 | $191.17 |
| HSY | Hershey Co. | 0.002 | 1 | $175.44 | $167.00 | $156.16 | 6.94 | $235.80 |
| MMSI | Merit Medical Systems Inc. | 0.002 | 1 | $89.96 | $59.74 | 50.59 | $94.75 | |
| MNST | Monster Beverage Corp. | 0.002 | 1 | $46.80 | $32.94 | 42.08 | $50.17 | |
| GT | Goodyear Tire & Rubber | 0.002 | 1 | $4.15 | $4.12 | 0.73 | $10.62 | |
| SNN | Smith & Nephew plc | 0.002 | 1 | $28.84 | $26.07 | 10.63 | $36.52 | |
| SHOE | Shoe Carnival Inc. | 0.002 | 1 | $13.52 | $10.06 | 34.39 | $20.86 | |
| YPF | YPF S.A. | 0.002 | 1 | $50.69 | $24.00 | 111.21 | $57.87 | |
| COIN | Coinbase Global Inc. | 0.002 | 1 | $168.45 | $139.11 | 21.09 | $373.25 | |
| RCL | Royal Caribbean Cruises Ltd. | 0.002 | 1 | $281.97 | $222.22 | 26.89 | $350.59 | |
| VTOL | Bristow Group Inc. | 0.002 | 1 | $38.60 | $34.73 | 11.14 | $50.10 | |
| CFR | Cullen Frost Bankers | 0.002 | 1 | $154.52 | $153.21 | $115.74 | 32.37 | $169.71 |
| THO | Thor Industries | 0.002 | 1 | $75.17 | $65.86 | $62.83 | 4.82 | $121.16 |
| BAM | Brookfield Asset Management | 0.002 | 1 | $44.85 | $45.21 | $41.36 | 9.31 | $55.44 |
| GENI | Genius Sports Ltd | 0.002 | 1 | $6.57 | $3.83 | 71.54 | $12.17 | |
| GSHD | Goosehead Insurance Inc. | 0.002 | 1 | $48.50 | $45.54 | $33.68 | 35.21 | $79.85 |
| SLV | iShares Silver Trust | 0.002 | 1 | $51.54 | $41.70 | 23.60 | $109.83 | |
| FICO | Fair Isaac Corp. | 0.002 | 1 | $1194.78 | $781.07 | $586.05 | 33.28 | $1858.91 |
| RCI | Rogers Communications Inc. | 0.002 | 1 | $31.64 | $29.26 | 8.13 | $39.99 | |
| BSY | Bentley Systems Inc Class B | 0.002 | 1 | $36.73 | $28.02 | 31.08 | $52.45 | |
| IDCC | InterDigital Inc. | 0.002 | 1 | $322.40 | $247.95 | 30.03 | $408.80 | |
| ISRG | Intuitive Surgical Inc. | 0.002 | 1 | $397.68 | $433.18 | $328.57 | 31.84 | $603.88 |
| BRKR | Bruker Corp. | 0.002 | 1 | $55.37 | $32.26 | 71.64 | $66.98 | |
| JELD | JELD-WEN Holding Inc. | 0.002 | 1 | $1.35 | $0.93 | 45.16 | $4.92 | |
| COLL | Collegium Pharmaceutical Inc. | 0.002 | 1 | $23.01 | $21.43 | 7.37 | $50.79 | |
| SEDG | SolarEdge Technologies Inc. | 0.002 | 1 | $31.06 | $28.21 | 10.10 | $81.25 | |
| PPG | PPG Industries | 0.002 | 2 | $121.29 | $107.55 | $91.35 | 17.73 | $130.99 |
| DOX | Amdocs Ltd. | 0.002 | 2 | $50.54 | $59.99 | $48.76 | 23.03 | $82.57 |
| ARCO | Arcos Dorados Holdings Inc. | 0.002 | 2 | $8.06 | $7.95 | $6.67 | 19.19 | $9.58 |
| CRL | Charles River Labs | 0.002 | 2 | $226.79 | $300.02 | $146.20 | 105.21 | $333.30 |
| VYM | Vanguard High Dvd Yield ETF | 0.002 | 2 | $155.42 | $159.45 | $135.04 | 18.08 | $166.68 |
| TDW | Tidewater Inc. | 0.002 | 2 | $66.63 | $80.81 | $46.65 | 73.23 | $101.58 |
| IBM | International Business Machines | 0.002 | 2 | $281.21 | $236.39 | $197.77 | 19.53 | $330.09 |
| PHG | Koninklijke Philips Electronics NV | 0.002 | 2 | $27.19 | $25.50 | $23.62 | 7.96 | $32.21 |
| TD | Toronto-Dominion Bank | 0.002 | 2 | $121.55 | $120.06 | $76.67 | 56.59 | $124.60 |
| HONA | Honeywell Aerospace Inc | 0.002 | 2 | $221.08 | $162.49 | $149.19 | 8.91 | $266.62 |
| MRK | Merck & Co. | 0.002 | 2 | $128.53 | $143.63 | $79.67 | 80.28 | $156.00 |
| CMCO | Columbus McKinnon Corp. | 0.002 | 2 | $15.13 | $14.60 | $11.95 | 22.18 | $24.13 |
| VIST | Vista Oil & Gas, S.A.B. de C.V. | 0.002 | 2 | $63.80 | $70.86 | $34.60 | 104.80 | $81.44 |
| DECK | Deckers Outdoor | 0.002 | 2 | $99.29 | $87.24 | $77.20 | 13.01 | $122.29 |
| WTW | Willis Towers Watson plc | 0.002 | 2 | $261.37 | $314.45 | $238.94 | 31.60 | $350.34 |
| VONG | Vanguard Russell 1000 Growth | 0.002 | 2 | $126.21 | $104.98 | 20.22 | $133.63 | |
| JPM | JPMorgan Chase & Co. | 0.002 | 3 | $328.36 | $333.53 | $275.06 | 21.26 | $364.68 |
| TOL | Toll Brothers | 0.002 | 3 | $164.75 | $131.12 | $122.69 | 6.87 | $167.43 |
| APLD | Applied Digital Corp | 0.002 | 3 | $37.30 | $19.25 | $17.65 | 9.07 | $50.73 |
| AON | Aon Plc | 0.002 | 3 | $331.69 | $289.74 | $266.33 | 8.79 | $381.47 |
| REZI | Resideo Technologies Inc. | 0.002 | 4 | $31.10 | $16.60 | $15.90 | 4.40 | $32.01 |
| CI | Cigna Group | 0.002 | 4 | $275.68 | $298.50 | $234.20 | 27.46 | $304.44 |
| VOO | Vanguard S&P 500 ETF | 0.002 | 4 | $695.81 | $704.60 | $575.30 | 22.48 | $718.47 |
| UNH | United Health Group Inc. | 0.002 | 8 | $415.63 | $406.88 | $252.95 | 60.85 | $458.79 |
| G | Genpact Ltd. | 0.003 | 1 | $27.50 | $37.68 | $26.71 | 41.07 | $47.87 |
| ICE | Intercontinental Exchange Inc. | 0.003 | 1 | $123.11 | $158.40 | $121.39 | 30.49 | $174.25 |
| FSV | Firstservice Corp | 0.003 | 1 | $133.45 | $118.87 | 12.27 | $187.45 | |
| MAT | Mattel Inc. | 0.003 | 1 | $13.88 | $16.88 | $12.40 | 36.13 | $22.48 |
| PBR.A | Petroleo Brasil Sp Pref ADR | 0.003 | 1 | $14.64 | $22.96 | $10.40 | 120.77 | $23.40 |
| FLR | Fluor Corp. | 0.003 | 1 | $52.39 | $46.57 | $39.33 | 18.41 | $58.35 |
| OMF | OneMain Holdings | 0.003 | 1 | $60.97 | $55.84 | $44.20 | 26.33 | $68.16 |
| GPK | Graphic Packaging Hldg Co. | 0.003 | 1 | $8.42 | $8.16 | 3.19 | $17.53 | |
| KNSL | Kinsale Capital Group Inc. | 0.003 | 1 | $365.59 | $287.01 | 27.38 | $461.62 | |
| OGC | Oceanagold Corp | 0.003 | 1 | $26.67 | $20.01 | 33.28 | $42.96 | |
| SYF | Synchrony Financial | 0.003 | 1 | $76.05 | $74.24 | $62.56 | 18.67 | $87.67 |
| HEI.A | HEICO Corp. CL A | 0.003 | 1 | $257.91 | $233.51 | $199.25 | 17.19 | $279.52 |
* "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.