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 |
| XLP | Consumer Staples SPDR | 0.000 | 1 | $84.72 | $74.14 | 14.27 | $89.64 | |
| MS | Morgan Stanley | 0.000 | 1 | $164.57 | $189.58 | $120.96 | 56.73 | $197.50 |
| VECO | Veeco Instruments | 0.000 | 1 | $33.86 | $54.69 | $18.85 | 190.13 | $65.43 |
| SSPPF | Ssp Group Plc | 0.000 | 1 | $2.16 | $1.69 | 27.81 | $2.56 | |
| PRAX | Praxis Precision Medicines Inc. | 0.000 | 1 | $320.61 | $35.21 | 810.57 | $358.76 | |
| BRZE | Braze Inc A | 0.000 | 1 | $23.61 | $21.76 | $15.26 | 42.60 | $37.67 |
| MOD | Modine Mfg. | 0.000 | 1 | $244.49 | $86.48 | 182.71 | $294.06 | |
| TWI | Titan International Inc. | 0.000 | 1 | $7.13 | $6.43 | 10.89 | $11.70 | |
| JOBY | Joby Aviation Inc. | 0.000 | 1 | $10.00 | $6.42 | 55.76 | $20.95 | |
| TPR | Tapestry Inc. | 0.000 | 1 | $128.88 | $75.20 | 71.38 | $161.54 | |
| NVGS | Navigator Holdings Ltd. | 0.000 | 1 | $23.90 | $13.31 | 79.56 | $24.36 | |
| CELH | Celsius Holdings Inc. | 0.000 | 1 | $29.13 | $27.66 | 5.31 | $66.74 | |
| GDYN | Grid Dynamics Holdings Inc | 0.000 | 1 | $6.27 | $5.13 | 22.22 | $14.97 | |
| KGC | Kinross Gold Corp. | 0.000 | 1 | $30.52 | $27.44 | $13.86 | 97.98 | $39.06 |
| HSPT | Horizon Space Acquisition Ii | 0.000 | 1 | $8.09 | $5.25 | 54.10 | $14.31 | |
| XNDU | Xanadu Quantum Technolo Cl B | 0.000 | 1 | $11.72 | $6.97 | 68.15 | $42.44 | |
| AA | Alcoa Corp. | 0.000 | 1 | $63.93 | $25.59 | 149.82 | $75.58 | |
| RDVT | Red Violet Inc. | 0.000 | 1 | $46.59 | $33.40 | 39.49 | $64.14 | |
| HOFT | Hooker Furniture Corp. | 0.000 | 1 | $12.88 | $12.40 | $8.39 | 47.79 | $15.85 |
| ROAD | Construction Partners Inc. CL A | 0.000 | 1 | $110.30 | $93.22 | 18.32 | $151.00 | |
| TMDX | TransMedics Group Inc. | 0.000 | 1 | $66.13 | $60.11 | 10.01 | $156.00 | |
| SIVR | Abrdn Physical Silver Shares | 0.000 | 1 | $70.28 | $30.94 | 127.15 | $115.26 | |
| KLTR | Kaltura Inc | 0.000 | 1 | $1.32 | $1.06 | 24.53 | $2.33 | |
| SCHF | Schwab Intl Equity ETF | 0.000 | 1 | $26.69 | $20.45 | 30.51 | $27.46 | |
| IBN | ICICI Bank Ltd. | 0.000 | 1 | $25.90 | $25.25 | $25.08 | 0.68 | $34.30 |
| XLB | Materials Select Sector SPDR | 0.000 | 1 | $52.06 | $41.60 | 25.14 | $53.90 | |
| GBCI | Glacier Bancorp | 0.000 | 1 | $46.80 | $38.82 | 20.56 | $53.61 | |
| TALK | Talkspace Inc. | 0.000 | 1 | $5.20 | $2.22 | 134.23 | $5.20 | |
| PSEC | Prospect Capital Corp. | 0.000 | 1 | $2.15 | $2.14 | 0.47 | $3.04 | |
| LLY | Eli Lilly & Co. | 0.000 | 1 | $919.77 | $1021.41 | $619.40 | 64.90 | $1130.12 |
| SAIA | Saia Inc. | 0.000 | 1 | $448.95 | $248.37 | 80.76 | $464.63 | |
| MTH | Meritage Homes Corp. | 0.000 | 1 | $60.87 | $58.03 | 4.89 | $83.12 | |
| XLV | Health Care Select Sector | 0.000 | 1 | $146.71 | $125.12 | 17.26 | $159.93 | |
| VICR | Vicor Corp. | 0.000 | 1 | $243.43 | $40.54 | 500.47 | $316.82 | |
| RBC | RBC Bearings Inc. | 0.000 | 1 | $543.12 | $565.22 | $351.19 | 60.94 | $632.00 |
| OPY | Oppenheimer Holdings Inc. CL A | 0.000 | 1 | $92.74 | $59.90 | 54.82 | $118.52 | |
| AVAV | AeroVironment Inc. | 0.000 | 1 | $165.51 | $156.00 | 6.10 | $417.86 | |
| PR | Permian Resources Corp. | 0.000 | 1 | $21.22 | $11.69 | 81.52 | $22.68 | |
| PTEN | Patterson-UTI Energy Inc. | 0.000 | 1 | $10.83 | $12.73 | $4.97 | 156.14 | $13.08 |
| CHH | Choice Hotels Int. Inc. | 0.000 | 1 | $106.16 | $83.55 | 27.06 | $135.30 | |
| GGAL | Grupo Financiero Galicia S.A. | 0.000 | 1 | $39.95 | $24.85 | 60.76 | $61.59 | |
| CRNT | Ceragon Networks Ltd | 0.000 | 1 | $2.53 | $1.82 | 39.01 | $2.84 | |
| KR | Kroger Co. | 0.000 | 1 | $72.36 | $70.60 | $58.00 | 21.72 | $76.18 |
| EWJ | iShares MSCI Japan ETF | 0.000 | 1 | $90.29 | $68.53 | 31.75 | $94.28 | |
| MESO | Mesoblast Ltd Spon ADR | 0.000 | 1 | $14.85 | $9.88 | 50.30 | $21.50 | |
| LAW | Cs Disco Inc | 0.000 | 1 | $3.69 | $2.45 | 50.61 | $9.11 | |
| EQT | EQT Corp. | 0.000 | 1 | $63.64 | $59.77 | $48.06 | 24.37 | $68.05 |
| ANRO | Alto Neuroscience Inc | 0.000 | 1 | $20.45 | $2.15 | 851.16 | $28.44 | |
| RR | Richtech Robotics Inc Cl B | 0.000 | 1 | $2.87 | $1.71 | 67.84 | $7.43 | |
| HRI | HERC Holdings Inc. | 0.000 | 1 | $99.54 | $128.32 | $88.45 | 45.08 | $187.47 |
| IDXX | IDEXX Laboratories | 0.000 | 1 | $561.89 | $546.49 | $496.61 | 10.04 | $769.98 |
| WTFC | Wintrust Financial Corp. | 0.000 | 1 | $146.30 | $113.01 | 29.46 | $162.35 | |
| MTG | MGIC Investment | 0.000 | 1 | $26.08 | $24.23 | 7.64 | $29.63 | |
| XLF | Financial Select Sector SPDR | 0.000 | 1 | $50.99 | $47.67 | 6.96 | $56.23 | |
| HWKN | Hawkins Inc. | 0.000 | 1 | $152.96 | $117.83 | 29.81 | $185.63 | |
| BNTX | Biontech Se ADR | 0.000 | 1 | $87.79 | $79.52 | 10.40 | $124.00 | |
| DOCU | DocuSign Inc. | 0.000 | 1 | $49.42 | $40.16 | 23.06 | $94.67 | |
| ITB | Ishares U.S. Home Constructi | 0.000 | 1 | $86.23 | $84.98 | 1.47 | $117.44 | |
| SAIC | Science Applications International Corp. | 0.000 | 1 | $95.32 | $80.76 | 18.03 | $122.29 | |
| XLI | Industrial Select Sect SPDR | 0.000 | 1 | $173.62 | $137.77 | 26.02 | $178.80 | |
| VCTR | Victory Capital Holdings | 0.000 | 1 | $82.35 | $56.18 | 46.58 | $88.73 | |
| ORN | Orion Group Holdings | 0.000 | 1 | $14.51 | $6.44 | 125.31 | $15.85 | |
| FAST | Fastenal | 0.000 | 1 | $46.40 | $43.57 | $38.55 | 13.02 | $49.83 |
| BDC | Belden Inc. | 0.000 | 1 | $101.96 | $101.00 | 0.95 | $159.93 | |
| ALB | Albemarle Corp. | 0.000 | 1 | $195.63 | $52.77 | 270.72 | $215.71 | |
| PLXS | Plexus Corp. | 0.000 | 1 | $202.54 | $250.03 | $115.35 | 116.76 | $275.83 |
| ACLS | Axcelis Technologies | 0.000 | 1 | $143.23 | $55.93 | 156.09 | $171.61 | |
| CNK | Cinemark Holdings Inc. | 0.000 | 1 | $26.30 | $21.53 | 22.16 | $33.69 | |
| OBDC | Blue Owl Capital Corp. | 0.000 | 1 | $11.74 | $10.34 | 13.54 | $13.83 | |
| LIF | Life360 Inc | 0.000 | 1 | $39.08 | $37.01 | 5.59 | $112.54 | |
| CTOS | Custom Truck One Source Inc. | 0.000 | 1 | $9.26 | $4.19 | 121.00 | $10.22 | |
| TCHP | T Rowe Price Blue Chip Growth ETF | 0.000 | 1 | $50.89 | $41.30 | 23.22 | $52.28 | |
| AMPX | Amprius Technologies Inc | 0.000 | 1 | $15.48 | $2.34 | 561.54 | $22.80 | |
| EVR | Evercore Inc. | 0.000 | 1 | $323.26 | $214.73 | 50.54 | $387.71 | |
| IWS | Ishares Russell Mid Cap Valu | 0.000 | 1 | $154.62 | $123.62 | 25.08 | $159.71 | |
| FUBO | fuboTV Inc. | 0.000 | 1 | $9.97 | $8.31 | 19.98 | $56.64 | |
| GLPI | Gaming and Leisure Properties Inc. | 0.000 | 1 | $47.53 | $40.51 | 17.33 | $49.14 | |
| IBTG | Ishares Ibonds Dec 2026 Term | 0.000 | 1 | $22.87 | $21.97 | 4.10 | $22.88 | |
| VGLT | Vanguard Long Term Treasury | 0.000 | 1 | $53.19 | $50.84 | 4.62 | $57.26 | |
| TRMLF | Tourmaline Oil Corp | 0.000 | 1 | $49.81 | $38.91 | 28.01 | $51.20 | |
| O | Realty Income Corp. | 0.000 | 1 | $62.09 | $51.73 | 20.03 | $67.35 | |
| TXRH | Texas Roadhouse Inc-A | 0.000 | 1 | $173.82 | $153.83 | 12.99 | $196.85 | |
| DOW | Dow Inc. | 0.000 | 1 | $41.65 | $37.74 | $19.58 | 92.75 | $42.74 |
| PAX | Patria Investments Ltd A | 0.000 | 1 | $10.93 | $10.89 | 0.37 | $17.36 | |
| KEYS | Keysight Technologies Inc. | 0.000 | 1 | $282.37 | $344.11 | $152.85 | 125.13 | $370.18 |
| VOYA | Voya Financial Inc. | 0.000 | 1 | $80.00 | $63.35 | 26.28 | $84.00 | |
| VPG | Vishay Precision Group | 0.000 | 1 | $43.41 | $97.95 | $24.89 | 293.53 | $108.00 |
| OUT | Outfront Media Inc. | 0.000 | 1 | $26.50 | $32.11 | $14.60 | 119.93 | $34.96 |
| VLY | Valley National Bancorp | 0.000 | 1 | $12.93 | $8.12 | 59.24 | $14.12 | |
| COTY | Coty Inc. | 0.000 | 1 | $1.93 | $1.92 | 0.52 | $5.34 | |
| KWR | Quaker Chemical | 0.000 | 1 | $134.02 | $101.81 | 31.64 | $182.29 | |
| CPS | Cooper Standard Holdings Inc. | 0.000 | 1 | $29.30 | $19.32 | 51.66 | $47.98 | |
| HQY | HealthEquity Inc. | 0.000 | 1 | $82.81 | $72.76 | 13.81 | $116.65 | |
| LIVN | LivaNova PLC | 0.000 | 1 | $72.92 | $41.02 | 77.77 | $74.32 | |
| FLY | Firefly Aerospace Inc | 0.000 | 1 | $42.57 | $16.00 | 166.06 | $73.80 | |
| CUBI | Customers Bancorp Inc. | 0.000 | 1 | $74.15 | $49.54 | 49.68 | $82.56 | |
| SDY | SPDR S&P Dividend ETF | 0.000 | 1 | $147.75 | $128.50 | 14.98 | $155.44 | |
| ANIP | ANI Pharmaceuticals Inc. | 0.000 | 1 | $80.32 | $56.71 | 41.63 | $99.50 | |
| PAAS | Pan American Silver Corp. | 0.000 | 1 | $54.72 | $52.87 | $22.62 | 133.73 | $69.58 |
| UPWK | Upwork Inc. | 0.000 | 1 | $8.45 | $7.44 | 13.58 | $22.84 | |
* "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.