No. of sells/reductions (reported so far): 1228
Q2 2026 and Q3 2026
| Symbol | Stock | % | Sells▲ | Hold Price* | Current Price |
52 Week Low |
% Above 52 Week Low |
52 Week High |
| SUNB | Sunbelt Rentals Holdings Inc | 0.551 | 7 | $75.05 | $75.79 | $60.16 | 25.98 | $85.44 |
| AVGO | Broadcom Inc. | 2.760 | 7 | $377.72 | $334.59 | $288.98 | 15.78 | $493.32 |
| WFC | Wells Fargo | 0.009 | 8 | $82.44 | $81.80 | $72.36 | 13.05 | $96.18 |
| CVS | CVS Health Corp. | 0.029 | 8 | $103.42 | $92.68 | $68.48 | 35.34 | $110.00 |
| BNY | Bank of New York Mellon Corp. | 0.029 | 8 | $144.62 | $142.44 | $103.56 | 37.54 | $165.84 |
| FDX | FedEx Corp. | 0.053 | 8 | $313.13 | $293.78 | $184.69 | 59.07 | $342.73 |
| SPY | SPDR S&P 500 ETF Trust | 0.065 | 8 | $746.85 | $766.48 | $626.11 | 22.42 | $781.62 |
| AXP | American Express | 0.001 | 9 | $338.17 | $316.41 | $288.37 | 9.72 | $383.18 |
| ORCL | Oracle Corp. | 0.345 | 9 | $146.55 | $129.59 | $114.08 | 13.60 | $285.42 |
| AMAT | Applied Materials | 2.151 | 9 | $712.69 | $413.11 | $202.28 | 104.23 | $738.88 |
| XOM | ExxonMobil Holdings Corp. | 0.004 | 10 | $136.90 | $178.28 | $108.83 | 63.82 | $179.30 |
| BRK.B | Berkshire Hathaway CL B | 0.076 | 10 | $500.38 | $532.23 | $464.01 | 14.70 | $537.74 |
| ADI | Analog Devices | 1.407 | 10 | $397.17 | $394.35 | $220.71 | 78.67 | $444.56 |
| MA | Mastercard Inc. | 0.176 | 11 | $513.60 | $616.40 | $463.04 | 33.12 | $622.49 |
| JPM | JPMorgan Chase & Co. | 0.035 | 12 | $328.36 | $333.53 | $275.06 | 21.26 | $364.68 |
| TXN | Texas Instruments | 0.119 | 12 | $295.68 | $276.15 | $150.20 | 83.85 | $332.33 |
| UNH | United Health Group Inc. | 0.163 | 12 | $415.63 | $406.88 | $252.95 | 60.85 | $458.79 |
| DIS | Walt Disney Co. | 0.064 | 13 | $96.25 | $109.59 | $91.48 | 19.80 | $115.42 |
| BAC | Bank of America Corp. | 0.065 | 13 | $56.95 | $50.39 | $45.64 | 10.41 | $64.89 |
| V | Visa Inc. | 1.190 | 13 | $343.09 | $402.92 | $292.74 | 37.64 | $404.74 |
| META | Meta Platforms Inc. | 0.121 | 14 | $566.17 | $705.44 | $519.37 | 35.83 | $779.82 |
| NVDA | NVIDIA Corp. | 0.157 | 14 | $200.14 | $217.09 | $163.90 | 32.45 | $243.37 |
| AAPL | Apple Inc. | 0.147 | 16 | $291.15 | $342.94 | $242.76 | 41.27 | $348.15 |
| TSM | Taiwan Semiconductor S.A. | 2.243 | 16 | $477.55 | $420.22 | $264.09 | 59.12 | $487.47 |
| GOOG | Alphabet Inc. CL C | 0.176 | 19 | $353.10 | $340.16 | $244.03 | 39.39 | $403.96 |
| AMZN | Amazon.com Inc. | 0.407 | 20 | $238.47 | $262.45 | $196.00 | 33.90 | $287.20 |
| MSFT | Microsoft Corp. | 0.930 | 20 | $379.93 | $533.52 | $348.54 | 53.07 | $551.15 |
| GOOGL | Alphabet Inc. | 2.758 | 27 | $357.36 | $344.18 | $243.52 | 41.34 | $408.10 |
* "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.