No. of buys/adds (reported so far): 1055
Q4 2025 and Q1 2026
| Symbol | Stock | %▼ | Buys | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| AMZN | Amazon.com Inc. | 0.431 | 15 | $230.47 | $255.36 | $178.85 | 42.78 | $258.60 |
| RKT | Rocket Companies Inc. | 0.250 | 6 | $19.36 | $15.31 | $11.08 | 38.18 | $24.36 |
| META | Meta Platforms Inc. | 0.225 | 13 | $658.28 | $674.72 | $514.91 | 31.04 | $794.38 |
| KEX | Kirby Corp. | 0.173 | 1 | $148.28 | $79.52 | 86.47 | $148.29 | |
| LYV | Live Nation Inc. | 0.160 | 6 | $142.50 | $154.63 | $125.34 | 23.37 | $175.25 |
| FLS | Flowserve Corp. | 0.153 | 2 | $69.38 | $82.73 | $41.49 | 99.40 | $92.13 |
| BABA | Alibaba Group Holdings | 0.151 | 3 | $146.58 | $136.42 | $103.71 | 31.54 | $192.67 |
| BLK | BlackRock Inc. | 0.133 | 3 | $1070.34 | $1062.47 | $870.81 | 22.01 | $1207.31 |
| GOOG | Alphabet Inc. CL C | 0.120 | 7 | $313.21 | $337.73 | $148.98 | 126.69 | $349.90 |
| NVDA | NVIDIA Corp. | 0.117 | 6 | $186.47 | $202.50 | $102.00 | 98.53 | $212.17 |
| DASH | DoorDash Inc. | 0.115 | 5 | $226.48 | $182.27 | $143.30 | 27.19 | $285.50 |
| BL | BlackLine Inc. | 0.111 | 1 | $31.73 | $29.67 | 6.94 | $59.57 | |
| V | Visa Inc. | 0.108 | 11 | $350.38 | $311.29 | $293.89 | 5.92 | $373.34 |
| UAA | Under Armour Inc. | 0.106 | 1 | $6.32 | $4.13 | 53.03 | $8.15 | |
| MDLN | Medline Inc Cl A | 0.094 | 4 | $42.00 | $47.16 | $34.89 | 35.17 | $50.88 |
| ASML | ASML Holding NV | 0.092 | 4 | $1069.86 | $1443.66 | $647.81 | 122.85 | $1547.22 |
| DCH | Dauch Corp. | 0.086 | 2 | $6.41 | $5.82 | $3.37 | 72.70 | $9.25 |
| BRK.B | Berkshire Hathaway CL B | 0.084 | 4 | $497.22 | $465.40 | $455.19 | 2.24 | $542.07 |
| TDG | TransDigm Group Inc. | 0.084 | 2 | $1329.86 | $1187.75 | $1123.61 | 5.71 | $1519.35 |
| SW | Smurfit Westrock Plc | 0.078 | 1 | $39.69 | $32.44 | 22.35 | $52.22 | |
| MSFT | Microsoft Corp. | 0.076 | 19 | $478.24 | $432.92 | $356.28 | 21.51 | $552.24 |
| FISV | Fiserv Inc. | 0.068 | 9 | $64.89 | $63.26 | $52.91 | 19.56 | $221.50 |
| ACN | Accenture | 0.065 | 5 | $264.46 | $190.10 | $177.50 | 7.10 | $317.43 |
| CNH | CNH Industrial NV | 0.064 | 1 | $9.22 | $10.47 | $9.00 | 16.33 | $14.27 |
| TSM | Taiwan Semiconductor S.A. | 0.063 | 8 | $305.42 | $387.44 | $154.11 | 151.40 | $389.11 |
| AXTA | Axalta Coating Systems Ltd. | 0.062 | 2 | $32.31 | $29.98 | $24.94 | 20.21 | $35.72 |
| CRM | Salesforce.com | 0.060 | 5 | $260.03 | $189.80 | $163.52 | 16.07 | $293.86 |
| ABM | ABM Industries | 0.060 | 4 | $41.38 | $40.30 | $36.69 | 9.84 | $51.62 |
| UNP | Union Pacific | 0.059 | 6 | $231.33 | $249.40 | $201.87 | 23.54 | $268.14 |
| CB | Chubb Limited | 0.058 | 4 | $313.81 | $325.43 | $261.59 | 24.40 | $344.65 |
| DECK | Deckers Outdoor | 0.054 | 3 | $103.67 | $107.69 | $78.91 | 36.47 | $133.43 |
| MCO | Moody's Corp. | 0.054 | 3 | $501.79 | $466.72 | $401.41 | 16.27 | $545.70 |
| EWY | iShares MSCI South Korea ETF | 0.053 | 2 | $97.22 | $155.80 | $53.94 | 188.84 | $155.98 |
| MU | Micron Technology Inc. | 0.052 | 1 | $285.41 | $487.48 | $72.33 | 573.97 | $491.98 |
| AERO | Grupo Aeromexico Sab De Cv | 0.048 | 2 | $21.96 | $15.66 | $12.26 | 27.73 | $23.05 |
| RYAN | Ryan Specialty Holdings Inc | 0.048 | 2 | $51.62 | $36.29 | $31.50 | 15.21 | $71.96 |
| ICLR | ICON plc | 0.046 | 3 | $159.49 | $115.43 | $66.57 | 73.40 | $211.00 |
| CRS | Carpenter Technology | 0.046 | 2 | $314.84 | $423.91 | $184.07 | 130.30 | $459.18 |
| CSCO | Cisco Systems | 0.046 | 1 | $77.11 | $89.80 | $53.92 | 66.54 | $90.45 |
| VMC | Vulcan Materials | 0.045 | 2 | $285.22 | $290.11 | $240.21 | 20.77 | $330.46 |
| BAX | Baxter International Inc. | 0.043 | 5 | $17.67 | $18.31 | $15.73 | 16.40 | $32.24 |
| OKE | ONEOK Inc. | 0.043 | 2 | $73.50 | $86.06 | $63.16 | 36.26 | $95.30 |
| WTW | Willis Towers Watson plc | 0.042 | 4 | $326.11 | $291.40 | $273.59 | 6.51 | $350.65 |
| GOOGL | Alphabet Inc. | 0.041 | 8 | $312.98 | $339.32 | $147.33 | 130.31 | $348.75 |
| BDX | Becton Dickinson | 0.041 | 3 | $183.49 | $155.65 | $125.44 | 24.08 | $186.16 |
| BSX | Boston Scientific | 0.041 | 3 | $95.35 | $64.87 | $59.39 | 9.23 | $109.50 |
| AMRZ | Amrize Ltd | 0.041 | 2 | $54.09 | $56.58 | $44.12 | 28.24 | $65.94 |
| AKAM | Akamai Technologies Inc. | 0.041 | 1 | $97.11 | $69.78 | 39.17 | $121.12 | |
| UBER | Uber Technologies Inc. | 0.040 | 7 | $81.44 | $75.58 | $68.46 | 10.40 | $101.99 |
| ICE | Intercontinental Exchange Inc. | 0.040 | 5 | $161.96 | $158.82 | $142.28 | 11.62 | $187.65 |
| AMAT | Applied Materials | 0.040 | 4 | $266.08 | $403.48 | $141.47 | 185.21 | $407.29 |
| TRU | TransUnion | 0.040 | 3 | $85.73 | $73.99 | $65.13 | 13.60 | $98.95 |
| FWONK | Liberty Media Corp Formula One Series C | 0.039 | 2 | $98.51 | $87.87 | $80.15 | 9.63 | $109.36 |
| MRP | Millrose Properties | 0.039 | 2 | $29.87 | $30.61 | $22.10 | 38.51 | $33.40 |
| LMB | Limbach Holdings Inc. | 0.038 | 1 | $77.85 | $95.49 | $65.08 | 46.73 | $154.05 |
| SLB | Schlumberger Ltd. | 0.037 | 4 | $47.37 | $54.35 | $31.21 | 74.14 | $54.85 |
| CLH | Clean Harbors Inc. | 0.037 | 3 | $234.48 | $304.40 | $201.34 | 51.19 | $316.98 |
| ALGN | Align Technology Inc. | 0.037 | 1 | $196.05 | $122.00 | 60.70 | $208.31 | |
| MELI | Mercadolibre Inc. | 0.034 | 3 | $2014.26 | $1860.98 | $1593.21 | 16.81 | $2645.22 |
| IEP | Icahn Enterprises | 0.034 | 1 | $8.04 | $6.61 | 21.63 | $8.25 | |
| WYNN | Wynn Resorts Ltd. | 0.034 | 1 | $106.64 | $77.35 | 37.87 | $134.43 | |
| ORCL | Oracle Corp. | 0.033 | 4 | $186.04 | $187.50 | $129.69 | 44.58 | $343.01 |
| THC | Tenet Healthcare Corp. | 0.033 | 1 | $198.72 | $191.22 | $118.96 | 60.74 | $247.21 |
| RIG | Transocean Ltd. | 0.033 | 1 | $6.06 | $2.11 | 187.20 | $7.14 | |
| IAC | IAC Inc. | 0.032 | 3 | $39.10 | $44.65 | $29.56 | 51.05 | $45.82 |
| DIS | Walt Disney Co. | 0.031 | 8 | $112.04 | $104.82 | $85.82 | 22.14 | $123.85 |
| CP | Canadian Pacific Kansas City | 0.031 | 5 | $73.67 | $82.29 | $68.13 | 20.78 | $89.23 |
| INTU | Intuit Inc. | 0.031 | 4 | $661.32 | $408.68 | $342.11 | 19.46 | $808.22 |
| LEN | Lennar Corp. | 0.031 | 3 | $93.63 | $94.45 | $82.59 | 14.36 | $142.23 |
| QXO | Qxo Inc | 0.031 | 2 | $19.29 | $20.96 | $12.16 | 72.37 | $27.61 |
| CPT | Camden Property Trust | 0.031 | 2 | $110.08 | $101.48 | $95.16 | 6.64 | $116.56 |
| IWF | iShares Russell 1000 Growth ETF | 0.030 | 5 | $460.41 | $478.87 | $346.87 | 38.05 | $492.07 |
| ISRG | Intuitive Surgical Inc. | 0.030 | 3 | $566.36 | $483.62 | $427.84 | 13.04 | $603.88 |
| GPK | Graphic Packaging Hldg Co. | 0.030 | 2 | $15.06 | $9.25 | $8.79 | 5.23 | $25.08 |
| DB | Deutsche Bank AG | 0.030 | 1 | $38.76 | $32.44 | $24.06 | 34.83 | $40.43 |
| CMG | Chipotle Mexican Grill Inc. | 0.030 | 1 | $35.11 | $29.75 | 18.02 | $58.42 | |
| MSI | Motorola Solutions Inc. | 0.029 | 3 | $383.32 | $441.66 | $358.41 | 23.23 | $488.95 |
| PDD | Pinduoduo Inc. | 0.029 | 3 | $113.39 | $100.05 | $95.24 | 5.05 | $139.41 |
| TOST | Toast Inc. | 0.029 | 1 | $35.51 | $29.46 | $24.35 | 20.99 | $49.66 |
| CEG | Constellation Energy Corp. | 0.029 | 1 | $353.26 | $287.16 | $207.22 | 38.58 | $411.68 |
| REGN | Regeneron Pharmaceuticals | 0.028 | 3 | $771.87 | $746.58 | $474.60 | 57.31 | $820.12 |
| CHYM | Chime Financial Inc Cl A | 0.027 | 3 | $25.17 | $23.81 | $16.17 | 47.25 | $44.94 |
| TW | Tradeweb Markets Inc. | 0.027 | 3 | $107.54 | $114.04 | $96.94 | 17.64 | $148.65 |
| LBRDK | Liberty Broadband Corp. CL C | 0.027 | 2 | $48.60 | $56.62 | $42.10 | 34.49 | $97.16 |
| Q | Qnity Electronics Inc. | 0.027 | 2 | $81.65 | $139.25 | $72.71 | 91.51 | $140.51 |
| BP | BP plc | 0.027 | 2 | $34.73 | $46.37 | $25.69 | 80.50 | $48.27 |
| UA | Under Armour CL C | 0.027 | 1 | $6.11 | $3.95 | 54.68 | $7.91 | |
| ENTG | Entegris Inc. | 0.026 | 5 | $84.25 | $147.93 | $66.12 | 123.73 | $151.99 |
| CROX | Crocs Inc. | 0.026 | 3 | $85.52 | $105.29 | $73.21 | 43.82 | $122.84 |
| RBLX | Roblox Corp. | 0.026 | 2 | $81.03 | $59.64 | $51.23 | 16.42 | $150.59 |
| BCC | Boise Cascade Company | 0.026 | 2 | $73.60 | $82.24 | $64.78 | 26.95 | $97.17 |
| AFRM | Affirm Holdings Inc. | 0.026 | 2 | $74.43 | $66.58 | $42.10 | 58.15 | $100.00 |
| MOH | Molina Healthcare Inc. | 0.026 | 1 | $190.37 | $153.00 | $121.06 | 26.38 | $333.22 |
| CPRT | Copart Inc. | 0.025 | 4 | $39.15 | $33.68 | $32.20 | 4.60 | $63.85 |
| CCL | Carnival Corp. | 0.025 | 2 | $30.54 | $26.94 | $17.25 | 56.17 | $33.87 |
| DKS | Dick's Sporting Goods Inc. | 0.025 | 2 | $197.97 | $228.21 | $163.07 | 39.95 | $234.45 |
| PGR | Progressive Corp. | 0.024 | 4 | $227.72 | $202.71 | $187.87 | 7.90 | $272.29 |
| CSGP | CoStar Group Inc. | 0.024 | 4 | $67.24 | $38.77 | $34.75 | 11.57 | $97.43 |
| ULS | Ul Solutions Inc Class A | 0.024 | 2 | $78.86 | $89.89 | $54.90 | 63.73 | $94.04 |
| TMO | Thermo Fisher Scientific | 0.023 | 7 | $572.77 | $513.98 | $384.44 | 33.70 | $643.35 |
* "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.