No. of buys/adds (reported so far): 1055

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
UCTT Ultra Clean Holdings Inc. 0.000 1 $78.23 $18.02 334.13 $80.50
TWFG Twfg Inc 0.000 1 $20.12 $16.56 21.50 $36.85
XRX Xerox Holdings Corp. 0.000 1 $1.81 $1.19 52.10 $6.56
LW Lamb Weston Hldgs Inc. 0.000 1 $45.01 $37.62 19.64 $66.12
BROS Dutch Bros Inc Class A 0.000 1 $56.07 $44.58 25.77 $77.88
PK Park Hotels & Resorts Inc. 0.000 1 $11.14 $8.72 27.75 $11.78
CPA Copa Holdings SA 0.000 1 $120.66 $119.71 $82.57 44.98 $154.60
RTX RTX Corp. 0.000 1 $183.92 $180.91 $115.33 56.86 $214.50
BELFB Bel Fuse Inc. CL B 0.000 1 $169.64 $262.68 $63.88 311.21 $263.30
CLF Cleveland-Cliffs Inc. 0.000 1 $13.27 $9.50 $5.63 68.74 $16.70
ESTA Establishment Labs Hldg Inc. 0.000 1 $67.09 $28.89 132.23 $83.31
KRMN Karman Holdings Inc 0.000 1 $82.11 $33.29 146.65 $118.38
COLB Columbia Banking System Inc. 0.000 1 $27.95 $29.00 $20.77 39.62 $32.30
QQQ Invesco Qqq Trust Series 1 0.000 1 $581.33 $655.11 $450.70 45.35 $655.33
PACB Pacific Biosciences of California 0.000 1 $1.71 $0.85 101.18 $2.73
SOPH Sophia Genetics SA 0.000 1 $4.67 $5.13 $2.59 98.07 $5.70
FLEX Flex Ltd. 0.000 1 $60.42 $85.42 $32.70 161.22 $86.87
LOMA Loma Negra Argentina 0.000 1 $11.47 $7.04 62.93 $14.17
NUV Nuveen Municipal Value 0.000 1 $9.14 $8.13 12.42 $9.19
HZO MarineMax Inc. 0.000 1 $29.29 $19.21 52.47 $32.00
OTIS Otis Worldwide Corp. 0.000 1 $87.35 $77.88 $75.27 3.47 $100.01
TPG Tpg Inc 0.000 1 $63.90 $45.58 $36.95 23.36 $69.48
FIX Comfort Systems USA Inc. 0.000 1 $933.29 $1724.49 $352.58 389.11 $1730.26
RELY Remitly Global Inc 0.000 1 $20.94 $12.08 73.34 $24.71
XEL Xcel Energy Inc. 0.000 1 $78.11 $63.74 22.54 $83.61
KRE SPDR S&P Regional Banking 0.000 1 $69.25 $51.70 33.95 $73.65
MGA Magna International Inc. 0.000 1 $72.36 $61.38 $31.21 96.67 $69.40
ANET Arista Networks Inc. 0.000 1 $177.73 $70.36 152.60 $178.48
UMH UMH Properties Inc. 0.000 1 $15.36 $13.55 13.36 $16.98
AXP American Express 0.000 1 $346.68 $332.90 $254.54 30.78 $385.41
MTDR Matador Resources Co. 0.000 1 $60.40 $36.51 65.43 $66.84
DT Dynatrace Inc. 0.000 1 $36.14 $31.64 14.22 $57.55
KRSP.WS Rice Acquisition Corp 3 0.000 1
EBAY eBay Inc. 0.000 1 $87.28 $105.63 $64.10 64.79 $107.34
EL Estee Lauder Cos. 0.000 1 $73.03 $76.66 $55.30 38.63 $121.25
SVV Savers Value Village Inc 0.000 1 $9.34 $8.96 $6.91 29.67 $13.89
BBIO BridgeBio Pharma Inc. 0.000 1 $76.49 $74.44 $31.77 134.31 $84.94
AIN Albany International 0.000 1 $55.77 $40.70 37.03 $71.90
FIGS FIGS Inc. 0.000 1 $15.47 $3.82 304.97 $17.48
CVE Cenovus Energy Inc. 0.000 1 $25.92 $11.22 131.02 $27.65
KOD Kodiak Sciences Inc. 0.000 1 $45.19 $2.81 1508.19 $47.84
CMCO Columbus McKinnon Corp. 0.000 1 $15.64 $13.31 17.51 $24.32
IWB Ishares Russell 1000 ETF 0.000 1 $389.66 $290.09 34.32 $390.30
PSNL Personalis Inc. 0.000 1 $6.31 $3.57 76.75 $11.50
ECL Ecolab Inc. 0.000 1 $262.52 $268.93 $233.20 15.32 $308.44
SPHR Sphere Entertainment Co. 0.000 1 $95.08 $129.25 $25.08 415.35 $137.30
FLOC Flowco Holdings Inc Cl A 0.000 1 $23.45 $13.91 68.58 $24.91
HLI Houlihan Lokey Inc. 0.000 1 $160.64 $134.41 19.51 $210.28
CABJF Carlsberg A/S 0.000 1 $127.46 $89.69 42.11 $136.62
MKTX MarketAxess Holdings Inc. 0.000 1 $162.61 $154.80 5.05 $229.07
PKOH Park Ohio Holdings Corp. 0.000 1 $26.68 $15.35 73.81 $29.50
UBS UBS AG 0.000 1 $42.19 $42.40 $28.32 49.72 $48.12
EFXT Enerflex Ltd 0.000 1 $24.47 $6.29 289.03 $24.48
XYL Xylem Inc. 0.000 1 $121.46 $111.61 8.83 $153.32
MBUU Malibu Boats Inc. 0.000 1 $25.21 $23.92 5.39 $39.65
OZK Bank OZK 0.000 1 $46.02 $47.52 $39.99 18.83 $52.15
URI United Rentals 0.000 1 $809.34 $802.79 $583.21 37.65 $1017.04
GSK GSK plc 0.000 1 $51.71 $55.70 $34.47 61.59 $61.20
CRI Carters Inc. 0.000 1 $38.87 $22.80 70.48 $44.12
CUBE CubeSmart 0.000 1 $39.09 $34.23 14.20 $41.83
ELAN Elanco Animal Health Inc. 0.000 1 $22.63 $22.46 $9.13 146.00 $27.72
GWW W.W. Grainger Inc. 0.000 1 $1154.18 $904.81 27.56 $1218.63
SEB Seaboard Corp. 0.000 1 $4444.89 $5795.26 $2432.88 138.21 $5989.37
BFLY Butterfly Network Inc 0.000 1 $5.53 $1.32 318.94 $5.72
ALGT Allegiant Travel Company 0.000 1 $85.27 $80.65 $42.56 89.50 $118.00
FIGR Figure Technology Solut Cl A 0.000 1 $40.84 $35.67 $25.01 42.62 $78.00
KURA Kura Oncology Inc. 0.000 1 $9.53 $5.45 74.86 $12.49
CMC Commercial Metals 0.000 1 $69.54 $42.49 63.66 $84.60
IJH Ishares Core S&P Midcap ETF 0.000 1 $72.64 $54.70 32.80 $74.03
PL Planet Labs PBC 0.000 1 $39.47 $3.10 1173.23 $41.71
NPO EnPro Industries 0.000 1 $283.80 $140.98 101.31 $286.02
INSG Inseego Corp. 0.000 1 $15.12 $6.27 141.15 $18.11
FIBK First Interstate Bancsystem Inc. 0.000 1 $34.48 $23.31 47.92 $38.84
DVDCF Davide Campari-Milano S.p.A. 0.000 1 $7.60 $6.15 23.58 $8.10
MASI Masimo Corp. 0.000 1 $130.06 $178.53 $125.94 41.76 $179.00
PNTG Pennant Group Inc. 0.000 1 $29.37 $21.73 35.16 $35.00
PAGS PagSeguro Digital Ltd. 0.000 1 $10.76 $7.38 45.80 $12.03
STE STERIS Plc 0.000 1 $223.55 $209.98 6.46 $268.76
UEIC Universal Electronics Inc. 0.000 1 $4.20 $2.69 56.13 $7.50
OEC Orion SA 0.000 1 $5.28 $7.14 $4.31 65.66 $12.69
BSY Bentley Systems Inc Class B 0.000 1 $35.22 $30.83 14.24 $58.97
ENR Energizer Holdings Inc. 0.000 1 $20.02 $16.00 25.13 $29.40
LMND Lemonade Inc. 0.000 1 $66.50 $27.63 140.68 $99.90
CSIQ Canadian Solar Inc 0.000 1 $13.51 $7.74 74.55 $34.59
AMBQ Ambiq Micro Inc 0.000 1 $28.51 $35.44 $22.12 60.22 $51.76
GAP Gap Inc. 0.000 1 $25.60 $25.92 $18.30 41.64 $29.15
CDNA CareDx Inc. 0.000 1 $20.63 $10.96 88.23 $23.24
LQDA Liquidia Corp. 0.000 1 $37.06 $11.85 212.74 $46.67
CCU Compania Cervecerias Unidas SA 0.000 1 $11.58 $10.56 9.66 $15.31
PGEN Precigen Inc. 0.000 1 $4.18 $3.96 $1.23 221.95 $5.47
ENSG Ensign Group 0.000 1 $186.22 $122.68 51.79 $217.93
TSHA Taysha Gene Therapies Inc 0.000 1 $6.72 $1.70 295.29 $6.73
FLYW Flywire Corp Voting 0.000 1 $14.00 $8.54 63.93 $15.25
IPGP IPG Photonics Corp. 0.000 1 $124.51 $51.77 140.51 $155.82
DGEAF Diageo Plc 0.000 1 $20.80 $17.67 17.71 $28.98
MTRN Materion Corp. 0.000 1 $179.31 $70.57 154.09 $185.24
PWP Perella Weinberg Partners 0.000 1 $21.37 $15.59 37.08 $25.84
NUE Nucor Corp. 0.000 1 $163.55 $214.26 $104.62 104.80 $216.26
RHP Ryman Hospitality Properties 0.000 1 $100.20 $81.16 23.46 $104.87
XLB Materials Select Sector SPDR 0.000 1 $51.83 $39.83 30.13 $53.90
* "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.