No. of buys/adds (reported so far): 937
Q4 2024 and Q1 2025
| Symbol | Stock | %▲ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| COP | ConocoPhillips | 0.017 | 2 | $99.79 | $91.88 | $79.88 | 15.02 | $125.99 |
| HLT | Hilton Worldwide Holdings | 0.017 | 3 | $247.16 | $226.41 | $194.57 | 16.36 | $275.07 |
| ARW | Arrow Electronics | 0.017 | 4 | $103.83 | $111.38 | $86.50 | 28.76 | $137.80 |
| TDS | Telephone & Data Systems | 0.018 | 1 | $37.61 | $13.96 | 169.41 | $41.16 | |
| ET | Energy Transfer LP | 0.018 | 1 | $19.59 | $17.04 | $14.11 | 20.77 | $21.11 |
| ON | ON Semiconductor Corp. | 0.018 | 3 | $41.26 | $38.86 | $31.04 | 25.19 | $80.08 |
| IAC | IAC Inc. | 0.018 | 3 | $43.43 | $35.79 | $32.05 | 11.67 | $48.28 |
| CG | Carlyle Group | 0.019 | 1 | $50.49 | $39.13 | $33.02 | 18.50 | $57.11 |
| LNC | Lincoln National | 0.019 | 2 | $31.71 | $32.59 | $24.37 | 33.73 | $39.31 |
| DFS | Discover Financial Services | 0.019 | 2 | $173.23 | $185.37 | $118.43 | 56.52 | $205.05 |
| MDU | MDU Resources | 0.019 | 2 | $17.18 | $12.56 | 36.78 | $20.10 | |
| SJM | J.M. Smucker Co | 0.019 | 2 | $110.12 | $115.29 | $98.77 | 16.73 | $124.13 |
| AAP | Advance Auto Parts | 0.019 | 2 | $39.38 | $33.31 | $28.67 | 16.18 | $75.64 |
| WSC | WillScot Mobile Mini Hldgs Corp. | 0.019 | 3 | $33.45 | $25.14 | $21.91 | 14.74 | $43.70 |
| REVG | REV Group Inc. | 0.020 | 1 | $32.27 | $21.26 | 51.79 | $35.94 | |
| VLO | Valero Energy | 0.020 | 1 | $115.52 | $99.00 | 16.69 | $164.07 | |
| SAIC | Science Applications International Corp. | 0.020 | 1 | $121.35 | $94.37 | 28.59 | $155.32 | |
| UNFI | United Natural Foods | 0.021 | 1 | $26.24 | $8.90 | 194.83 | $34.76 | |
| HPE | Hewlett Packard Enterprise | 0.021 | 2 | $21.35 | $16.31 | $11.97 | 36.26 | $24.46 |
| ERFSF | Eurofins Scientific SE | 0.021 | 2 | $51.64 | $59.18 | $44.13 | 34.10 | $67.71 |
| SNX | SYNNEX Corp. | 0.021 | 2 | $114.01 | $111.07 | $91.83 | 20.95 | $144.47 |
| UGI | UGI Corp. | 0.021 | 3 | $30.73 | $32.75 | $21.14 | 54.92 | $34.16 |
| WDAY | Workday Inc. | 0.022 | 1 | $258.03 | $243.39 | $199.81 | 21.81 | $294.00 |
| BIIB | Biogen Inc. | 0.022 | 2 | $146.82 | $120.17 | $110.04 | 9.21 | $238.00 |
| ADBE | Adobe Inc. | 0.022 | 3 | $429.32 | $370.98 | $332.01 | 11.74 | $587.75 |
| META | Meta Platforms Inc. | 0.022 | 4 | $583.51 | $554.44 | $425.56 | 30.28 | $740.25 |
| CNH | CNH Industrial NV | 0.023 | 1 | $11.49 | $11.61 | $9.28 | 25.11 | $13.87 |
| VSH | Vishay Intertechnology | 0.023 | 4 | $15.91 | $13.09 | $10.35 | 26.47 | $24.27 |
| MIR | Mirion Technologies Inc | 0.024 | 1 | $17.45 | $15.62 | $9.11 | 71.46 | $18.81 |
| PUKPF | Prudential plc | 0.024 | 1 | |||||
| QUAD | Quad/Graphics Inc. | 0.024 | 1 | $5.18 | $3.94 | 31.47 | $9.01 | |
| JD | JD.com Inc. | 0.024 | 2 | $34.67 | $32.88 | $23.44 | 40.27 | $46.45 |
| CRBG | Corebridge Financial Inc. | 0.025 | 1 | $30.35 | $23.41 | 29.65 | $35.09 | |
| IEX | IDEX Corp. | 0.025 | 2 | $182.94 | $172.20 | $153.36 | 12.28 | $237.46 |
| APO | Apollo Global Management | 0.025 | 2 | $165.16 | $137.55 | $94.18 | 46.05 | $188.95 |
| TECH | Bio-Techne Corp. | 0.026 | 1 | $58.77 | $50.50 | $46.01 | 9.76 | $85.29 |
| AN | AutoNation Inc. | 0.026 | 1 | $174.31 | $148.33 | 17.52 | $198.50 | |
| IEP | Icahn Enterprises | 0.026 | 1 | $8.88 | $7.27 | 22.15 | $15.50 | |
| WEC | WEC Energy Group | 0.026 | 2 | $109.15 | $75.44 | 44.68 | $111.00 | |
| AGCO | AGCO Corp. | 0.026 | 3 | $92.85 | $85.23 | $73.79 | 15.50 | $115.92 |
| SDRL | Seadrill Ltd | 0.026 | 4 | $38.93 | $21.00 | $17.74 | 18.38 | $56.46 |
| SPOT | Spotify Technology S.A. | 0.028 | 2 | $447.38 | $576.94 | $280.37 | 105.78 | $652.63 |
| GCI | Gannett Co. | 0.028 | 2 | $5.06 | $3.41 | $2.35 | 45.11 | $5.93 |
| IDXX | IDEXX Laboratories | 0.028 | 2 | $415.54 | $436.97 | $356.14 | 22.70 | $548.88 |
| PM | Philip Morris Intl. | 0.028 | 3 | $120.38 | $170.26 | $91.33 | 86.42 | $171.63 |
| GOOGL | Alphabet Inc. | 0.028 | 6 | $186.68 | $160.16 | $140.53 | 13.97 | $206.81 |
| SOLV | Solventum Corp | 0.029 | 1 | $66.06 | $66.25 | $47.16 | 40.48 | $85.92 |
| AES | AES Corp. | 0.029 | 1 | $12.87 | $10.37 | $9.57 | 8.36 | $21.42 |
| AVTR | Avantor arinc. | 0.029 | 4 | $18.89 | $12.69 | $12.20 | 4.02 | $28.00 |
| IQV | IQVIA Holdings Inc. | 0.030 | 2 | $196.51 | $153.45 | $135.97 | 12.86 | $252.88 |
| PEP | PepsiCo Inc. | 0.030 | 3 | $151.80 | $134.31 | $131.52 | 2.12 | $177.51 |
| CCL | Carnival Corp. | 0.031 | 1 | $18.71 | $13.78 | 35.78 | $28.72 | |
| BA | Boeing Co. | 0.031 | 2 | $175.55 | $182.00 | $128.88 | 41.22 | $196.95 |
| BABA | Alibaba Group Holdings | 0.032 | 2 | $87.53 | $118.88 | $71.80 | 65.57 | $148.43 |
| BIO | Bio-Rad Laboratories Inc. | 0.032 | 4 | $322.21 | $242.32 | $215.38 | 12.51 | $387.99 |
| EOG | EOG Resources | 0.032 | 4 | $122.58 | $112.93 | $101.59 | 11.16 | $136.61 |
| GTN | Gray Television Inc. | 0.033 | 1 | $3.47 | $2.85 | 21.75 | $6.89 | |
| CME | CME Group | 0.033 | 3 | $232.23 | $272.36 | $183.31 | 48.58 | $273.42 |
| LPLA | LPL Financial Holdings Inc. | 0.033 | 5 | $326.59 | $319.32 | $186.55 | 71.17 | $383.67 |
| BF.B | Brown-Forman Corp. | 0.034 | 1 | $35.85 | $34.34 | $30.29 | 13.37 | $49.33 |
| AZO | AutoZone Inc. | 0.034 | 1 | $3269.51 | $3704.95 | $2728.97 | 35.76 | $3916.81 |
| DG | Dollar General | 0.034 | 5 | $79.06 | $93.33 | $66.00 | 41.41 | $144.10 |
| NKE | NIKE Inc. | 0.034 | 5 | $75.53 | $57.54 | $52.28 | 10.06 | $96.62 |
| HSY | Hershey Co. | 0.035 | 2 | $172.57 | $165.07 | $138.94 | 18.81 | $206.26 |
| CSX | CSX Corp. | 0.035 | 2 | $32.27 | $28.05 | $26.22 | 6.98 | $36.83 |
| WFC | Wells Fargo | 0.035 | 2 | $71.10 | $71.10 | $49.24 | 44.39 | $81.30 |
| C | Citigroup Inc. | 0.036 | 1 | $70.71 | $68.88 | $52.67 | 30.78 | $84.74 |
| LUV | Southwest Airlines | 0.036 | 2 | $33.61 | $27.26 | $23.18 | 17.60 | $35.72 |
| LLYVK | Liberty Media Corp. Series C Live | 0.036 | 2 | $68.06 | $72.43 | $33.50 | 116.21 | $81.66 |
| SBUX | Starbucks Corp. | 0.036 | 5 | $91.99 | $84.85 | $70.02 | 21.18 | $117.46 |
| LVS | Las Vegas Sands Corp. | 0.037 | 1 | $51.36 | $36.57 | $30.18 | 21.17 | $56.28 |
| JPM | JPMorgan Chase & Co. | 0.037 | 2 | $241.99 | $244.62 | $184.19 | 32.81 | $278.53 |
| BAX | Baxter International Inc. | 0.037 | 5 | $33.40 | $30.98 | $26.25 | 18.02 | $40.09 |
| SCHW | Charles Schwab Corp. | 0.038 | 4 | $74.62 | $81.26 | $60.36 | 34.63 | $84.22 |
| DEO | Diageo ADR | 0.039 | 1 | $112.46 | $110.90 | $100.72 | 10.11 | $140.60 |
| VST | Vistra Corp. | 0.039 | 1 | $137.87 | $129.33 | $66.12 | 95.60 | $199.50 |
| CMCSA | Comcast Corp. | 0.039 | 6 | $36.99 | $33.94 | $31.44 | 7.95 | $44.53 |
| STZ | Constellation Brands | 0.040 | 2 | $182.20 | $186.28 | $159.58 | 16.73 | $260.47 |
| EVH | Evolent Health Inc. | 0.041 | 1 | $9.84 | $8.35 | 17.84 | $33.63 | |
| KBR | KBR Inc. | 0.041 | 1 | $52.88 | $43.89 | 20.48 | $72.18 | |
| MNST | Monster Beverage Corp. | 0.041 | 2 | $52.56 | $59.25 | $43.32 | 36.77 | $60.34 |
| BMY | Bristol-Myers Squibb | 0.041 | 2 | $57.77 | $49.22 | $37.77 | 30.32 | $62.65 |
| AMGN | Amgen | 0.041 | 3 | $291.10 | $288.56 | $251.27 | 14.84 | $338.98 |
| FTV | Fortive Corp. | 0.041 | 3 | $74.48 | $69.09 | $60.39 | 14.41 | $83.24 |
| MRP | Millrose Properties | 0.042 | 1 | $25.00 | $20.71 | 20.71 | $26.67 | |
| ELV | Elevance Health Inc. | 0.042 | 3 | $368.90 | $413.65 | $360.70 | 14.68 | $560.90 |
| NBR | Nabors Industries Ltd. | 0.043 | 1 | $28.86 | $25.11 | 14.93 | $105.96 | |
| ABNB | Airbnb Inc. | 0.043 | 2 | $131.41 | $125.49 | $99.88 | 25.64 | $165.50 |
| ZBH | Zimmer Biomet Holdings | 0.043 | 4 | $108.26 | $102.79 | $93.10 | 10.41 | $122.87 |
| OSCR | Oscar Health Inc. | 0.044 | 1 | $13.44 | $13.15 | $11.20 | 17.41 | $23.79 |
| CNC | Centene Corp. | 0.044 | 3 | $60.58 | $59.26 | $55.03 | 7.69 | $80.59 |
| ICE | Intercontinental Exchange Inc. | 0.044 | 4 | $149.01 | $166.33 | $122.88 | 35.36 | $177.45 |
| CLF | Cleveland-Cliffs Inc. | 0.045 | 1 | $8.41 | $6.17 | 36.30 | $18.10 | |
| ICLR | ICON plc | 0.045 | 5 | $201.92 | $149.31 | $133.28 | 12.03 | $347.72 |
| ACI | Albertsons Co Inc. | 0.046 | 1 | $21.94 | $16.76 | 30.91 | $23.04 | |
| AMZN | Amazon.com Inc. | 0.046 | 3 | $216.32 | $187.39 | $151.61 | 23.60 | $242.52 |
| KDP | Keurig Dr Pepper Inc. | 0.048 | 1 | $34.23 | $29.92 | 14.41 | $37.52 | |
| ASML | ASML Holding NV | 0.048 | 2 | $698.01 | $666.11 | $576.72 | 15.50 | $1099.73 |
| UNH | United Health Group Inc. | 0.049 | 6 | $511.19 | $409.23 | $409.10 | 0.03 | $625.65 |
| DLTR | Dollar Tree Inc. | 0.051 | 1 | $80.89 | $60.49 | 33.72 | $123.17 | |
* "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.