No. of buys/adds (reported so far): 1493
Q4 2025 and Q1 2026
| Symbol | Stock | % | Buys▼ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| MSFT | Microsoft Corp. | 0.353 | 35 | $370.22 | $417.42 | $356.28 | 17.16 | $552.24 |
| AMZN | Amazon.com Inc. | 0.787 | 28 | $208.27 | $259.34 | $196.00 | 32.32 | $278.56 |
| META | Meta Platforms Inc. | 0.360 | 26 | $572.18 | $602.61 | $520.26 | 15.83 | $794.38 |
| V | Visa Inc. | 0.291 | 22 | $302.24 | $329.91 | $293.28 | 12.49 | $372.57 |
| DIS | Walt Disney Co. | 0.050 | 19 | $96.38 | $102.29 | $92.19 | 10.96 | $123.85 |
| FISV | Fiserv Inc. | 0.122 | 17 | $55.80 | $56.03 | $52.17 | 7.40 | $177.36 |
| GOOG | Alphabet Inc. CL C | 0.274 | 14 | $286.86 | $384.90 | $162.96 | 136.19 | $404.47 |
| UBER | Uber Technologies Inc. | 0.209 | 14 | $71.93 | $74.09 | $68.46 | 8.22 | $101.99 |
| ADBE | Adobe Inc. | 0.076 | 14 | $243.08 | $254.99 | $224.13 | 13.77 | $422.95 |
| NVDA | NVIDIA Corp. | 0.283 | 13 | $174.40 | $220.61 | $129.13 | 70.84 | $236.54 |
| GOOGL | Alphabet Inc. | 0.148 | 13 | $287.56 | $387.66 | $161.64 | 139.83 | $408.61 |
| TSM | Taiwan Semiconductor S.A. | 0.119 | 13 | $337.95 | $392.61 | $187.74 | 109.12 | $421.97 |
| BRK.B | Berkshire Hathaway CL B | 0.158 | 12 | $479.20 | $480.46 | $455.19 | 5.55 | $516.85 |
| SPY | SPDR S&P 500 ETF Trust | 0.106 | 12 | $650.35 | $733.73 | $569.08 | 28.93 | $749.53 |
| AON | Aon Plc | 0.082 | 12 | $322.78 | $323.66 | $303.79 | 6.54 | $377.57 |
| FERG | Ferguson Enterprises Inc. | 0.052 | 12 | $233.26 | $221.57 | $172.92 | 28.13 | $269.59 |
| CMCSA | Comcast Corp. | 0.048 | 12 | $28.71 | $24.80 | $23.62 | 5.00 | $33.03 |
| UNH | United Health Group Inc. | 0.046 | 12 | $270.59 | $389.24 | $229.79 | 69.39 | $404.15 |
| CRM | Salesforce.com | 0.117 | 11 | $186.67 | $179.42 | $163.52 | 9.72 | $286.30 |
| TMO | Thermo Fisher Scientific | 0.039 | 11 | $491.53 | $447.81 | $384.44 | 16.48 | $643.35 |
| EFX | Equifax Inc. | 0.022 | 11 | $180.07 | $160.83 | $156.47 | 2.79 | $278.51 |
| TSN | Tyson Foods | 0.021 | 11 | $64.07 | $66.16 | $49.71 | 33.09 | $69.48 |
| SUNB | Sunbelt Rentals Holdings Inc | 0.382 | 10 | $65.09 | $75.15 | $61.03 | 23.14 | $80.15 |
| ASML | ASML Holding NV | 0.160 | 10 | $1320.83 | $1459.44 | $679.87 | 114.66 | $1603.49 |
| SPGI | S&P Global Inc. | 0.158 | 10 | $425.34 | $410.40 | $380.72 | 7.80 | $575.57 |
| MA | Mastercard Inc. | 0.141 | 10 | $499.66 | $499.70 | $479.68 | 4.17 | $599.05 |
| ACN | Accenture | 0.087 | 10 | $198.29 | $176.80 | $155.82 | 13.46 | $314.65 |
| SPOT | Spotify Technology S.A. | 0.083 | 10 | $484.90 | $441.59 | $405.00 | 9.03 | $785.00 |
| MELI | Mercadolibre Inc. | 0.077 | 10 | $1729.03 | $1594.86 | $1495.00 | 6.68 | $2645.22 |
| AVGO | Broadcom Inc. | 0.065 | 10 | $309.51 | $411.07 | $224.36 | 83.22 | $442.36 |
| UNP | Union Pacific | 0.061 | 10 | $242.62 | $271.56 | $208.52 | 30.23 | $276.40 |
| ZBH | Zimmer Biomet Holdings | 0.033 | 10 | $90.42 | $86.08 | $79.12 | 8.80 | $107.45 |
| RKT | Rocket Companies Inc. | 0.258 | 9 | $14.25 | $12.67 | $12.03 | 5.32 | $24.36 |
| ABM | ABM Industries | 0.067 | 9 | $38.52 | $38.88 | $36.69 | 5.97 | $51.62 |
| AAPL | Apple Inc. | 0.035 | 9 | $253.79 | $298.97 | $192.70 | 55.15 | $303.20 |
| MICC | Magnum Ice Cream Co NV | 0.034 | 9 | $14.65 | $15.49 | $12.94 | 19.71 | $19.93 |
| TXN | Texas Instruments | 0.029 | 9 | $194.14 | $302.31 | $150.97 | 100.25 | $310.29 |
| ORCL | Oracle Corp. | 0.027 | 9 | $147.11 | $181.46 | $134.57 | 34.84 | $343.01 |
| APD | Air Products & Chemicals | 0.027 | 9 | $290.49 | $291.77 | $226.03 | 29.08 | $307.96 |
| NKE | NIKE Inc. | 0.021 | 9 | $52.82 | $42.42 | $41.35 | 2.59 | $78.72 |
| GEHC | GE HealthCare Technologies Inc. | 0.017 | 9 | $71.18 | $61.58 | $58.75 | 4.82 | $89.69 |
| ELV | Elevance Health Inc. | 0.011 | 9 | $292.75 | $402.27 | $269.17 | 49.45 | $405.89 |
| SCHW | Charles Schwab Corp. | 0.011 | 9 | $93.98 | $91.81 | $84.69 | 8.41 | $106.76 |
| ICLR | ICON plc | 0.184 | 8 | $110.66 | $113.55 | $66.57 | 70.57 | $211.00 |
| LYV | Live Nation Inc. | 0.165 | 8 | $152.51 | $163.01 | $125.34 | 30.05 | $175.25 |
| MDLN | Medline Inc Cl A | 0.132 | 8 | $44.50 | $37.70 | $34.89 | 8.05 | $50.88 |
| NFLX | Netflix Inc. | 0.126 | 8 | $96.15 | $89.33 | $75.01 | 19.09 | $134.12 |
| PGR | Progressive Corp. | 0.076 | 8 | $198.24 | $202.87 | $187.87 | 7.98 | $272.29 |
| CROX | Crocs Inc. | 0.071 | 8 | $83.02 | $99.11 | $73.21 | 35.38 | $114.99 |
| BAX | Baxter International Inc. | 0.069 | 8 | $16.81 | $18.33 | $15.73 | 16.53 | $31.78 |
| INTU | Intuit Inc. | 0.057 | 8 | $432.38 | $399.71 | $342.11 | 16.84 | $808.22 |
| WAT | Waters Corp. | 0.052 | 8 | $297.80 | $333.26 | $275.05 | 21.16 | $414.15 |
| ICE | Intercontinental Exchange Inc. | 0.043 | 8 | $157.28 | $154.11 | $142.28 | 8.31 | $187.65 |
| ENTG | Entegris Inc. | 0.042 | 8 | $117.24 | $124.22 | $66.07 | 88.01 | $159.04 |
| MRSH | Marsh | 0.032 | 8 | $173.45 | $166.07 | $158.16 | 5.00 | $231.35 |
| CP | Canadian Pacific Kansas City | 0.032 | 8 | $78.59 | $86.13 | $68.13 | 26.42 | $89.23 |
| AVTR | Avantor Inc. | 0.030 | 8 | $7.84 | $7.64 | $7.27 | 5.09 | $15.93 |
| MCD | McDonald's Corp. | 0.016 | 8 | $310.79 | $280.80 | $271.98 | 3.24 | $339.85 |
| STZ | Constellation Brands | 0.011 | 8 | $150.00 | $146.47 | $124.80 | 17.36 | $188.39 |
| PG | Procter & Gamble | 0.009 | 8 | $144.44 | $141.30 | $135.63 | 4.18 | $166.21 |
| DEO | Diageo ADR | 0.004 | 8 | $74.45 | $84.29 | $71.73 | 17.51 | $112.30 |
| MCO | Moody's Corp. | 0.142 | 7 | $436.25 | $434.49 | $400.46 | 8.50 | $544.40 |
| DASH | DoorDash Inc. | 0.131 | 7 | $150.15 | $154.65 | $143.30 | 7.92 | $285.50 |
| CPNG | Coupang Inc. | 0.111 | 7 | $18.88 | $15.26 | $15.11 | 0.99 | $34.08 |
| NOW | ServiceNow Inc. | 0.068 | 7 | $104.55 | $101.83 | $81.24 | 25.34 | $211.48 |
| CB | Chubb Limited | 0.062 | 7 | $325.93 | $330.13 | $261.59 | 26.20 | $344.65 |
| CSGP | CoStar Group Inc. | 0.061 | 7 | $40.34 | $33.80 | $31.36 | 7.78 | $97.43 |
| WTW | Willis Towers Watson plc | 0.045 | 7 | $290.70 | $254.20 | $240.61 | 5.65 | $350.65 |
| FICO | Fair Isaac Corp. | 0.042 | 7 | $1067.54 | $1186.15 | $870.01 | 36.34 | $2199.92 |
| OMC | Omnicom Group | 0.042 | 7 | $75.31 | $71.83 | $65.68 | 9.36 | $86.30 |
| AJG | Arthur J. Gallagher & Co. | 0.038 | 7 | $216.58 | $203.45 | $190.75 | 6.66 | $347.78 |
| CI | Cigna Group | 0.031 | 7 | $266.75 | $291.28 | $236.87 | 22.97 | $333.47 |
| COP | ConocoPhillips | 0.011 | 7 | $132.00 | $125.11 | $81.58 | 53.36 | $134.87 |
| KSPI | Jsc Kaspi.kz ADR | 0.006 | 7 | $74.07 | $89.68 | $67.12 | 33.61 | $97.33 |
| BIL | SPDR Bloomberg 1 3 Month T B | 0.005 | 7 | $91.64 | $91.55 | $88.10 | 3.92 | $91.56 |
| CBRE | CBRE Group | 0.005 | 7 | $135.46 | $128.15 | $118.81 | 7.86 | $174.27 |
| PNC | PNC Financial Services | 0.002 | 7 | $208.09 | $213.27 | $163.81 | 30.19 | $242.08 |
| VTI | Vanguard Total Stock Mkt ETF | 0.000 | 7 | $320.86 | $360.06 | $279.69 | 28.74 | $368.25 |
| SGOV | Ishares 0 3 Month Treasury B | 0.143 | 6 | $100.66 | $100.57 | $96.71 | 3.99 | $100.57 |
| LIN | Linde plc | 0.121 | 6 | $495.76 | $506.07 | $386.48 | 30.94 | $521.28 |
| TRU | TransUnion | 0.117 | 6 | $69.19 | $66.08 | $65.13 | 1.46 | $98.95 |
| CVNA | Carvana Co. | 0.115 | 6 | $62.90 | $63.35 | $54.46 | 16.32 | $97.38 |
| PDD | Pinduoduo Inc. | 0.082 | 6 | $102.18 | $97.34 | $93.81 | 3.76 | $139.41 |
| TECH | Bio-Techne Corp. | 0.056 | 6 | $52.26 | $45.47 | $43.12 | 5.45 | $71.93 |
| AMAT | Applied Materials | 0.055 | 6 | $341.79 | $406.91 | $152.54 | 166.76 | $448.45 |
| OC | Owens Corning | 0.047 | 6 | $108.22 | $107.95 | $96.16 | 12.26 | $156.32 |
| MHK | Mohawk Industries | 0.044 | 6 | $98.46 | $94.33 | $92.99 | 1.44 | $143.13 |
| SAP | SAP SE | 0.036 | 6 | $171.21 | $178.80 | $157.91 | 13.23 | $307.93 |
| KHC | Kraft Heinz Co. | 0.030 | 6 | $22.49 | $23.28 | $21.04 | 10.65 | $27.85 |
| CPRT | Copart Inc. | 0.026 | 6 | $33.20 | $33.12 | $32.20 | 2.86 | $63.30 |
| LPLA | LPL Financial Holdings Inc. | 0.024 | 6 | $300.83 | $287.36 | $281.51 | 2.08 | $402.53 |
| CHTR | Charter Communications | 0.018 | 6 | $215.88 | $142.50 | $136.63 | 4.30 | $427.39 |
| ABNB | Airbnb Inc. | 0.015 | 6 | $126.28 | $131.16 | $110.81 | 18.36 | $147.25 |
| JLL | Jones Lang Lasalle Inc. | 0.015 | 6 | $304.32 | $286.52 | $211.86 | 35.24 | $363.06 |
| IFF | International Flavors & Fragrances Inc. | 0.010 | 6 | $72.55 | $71.99 | $58.43 | 23.21 | $83.95 |
| JPM | JPMorgan Chase & Co. | 0.009 | 6 | $294.16 | $295.70 | $251.12 | 17.75 | $334.16 |
| LOW | Lowe's Cos. | 0.009 | 6 | $236.28 | $218.37 | $206.27 | 5.87 | $291.66 |
| NE | Noble Corp. | 0.007 | 6 | $49.07 | $54.26 | $21.02 | 158.14 | $54.61 |
| TAP | Molson Coors Beverage Co. | 0.006 | 6 | $43.06 | $41.95 | $40.64 | 3.22 | $55.36 |
| XOM | Exxon Mobil Corp. | 0.002 | 6 | $169.66 | $162.55 | $98.06 | 65.77 | $175.22 |
* "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.