No. of sells/reductions (reported so far): 1222

Q4 2025 and Q1 2026

Quote data provided by Intrinio
Symbol Stock % Sells Hold Price* Current
Price
52 Week
Low
% Above
52 Week
Low
52 Week
High
INDV Indivior Pharmaceuticals Inc. 2.477 1 $33.39 $27.68 20.63 $36.03
AXP American Express 0.476 14 $346.68 $332.90 $254.54 30.78 $385.41
GOOGL Alphabet Inc. 0.366 23 $312.98 $339.32 $147.33 130.31 $348.75
GOOG Alphabet Inc. CL C 0.358 22 $313.21 $337.73 $148.98 126.69 $349.90
COOP-OLD Mr. Cooper Group Inc. 0.305 3 $210.79 $83.88 151.30 $232.52
META Meta Platforms Inc. 0.255 18 $658.28 $674.72 $514.91 31.04 $794.38
CVNA Carvana Co. 0.252 4 $422.02 $416.79 $213.44 95.27 $486.89
BRK.B Berkshire Hathaway CL B 0.251 14 $497.22 $465.40 $455.19 2.24 $542.07
FLUT Flutter Entertainment Plc 0.244 6 $215.21 $106.61 $98.88 7.82 $313.69
MSFT Microsoft Corp. 0.236 19 $478.24 $432.92 $356.28 21.51 $552.24
INTU Intuit Inc. 0.235 9 $661.32 $408.68 $342.11 19.46 $808.22
BAC Bank of America Corp. 0.229 15 $54.96 $53.12 $37.75 40.72 $57.23
GM General Motors 0.221 8 $77.44 $79.00 $44.27 78.45 $87.41
GTLS Chart Industries Inc. 0.212 2 $207.45 $104.60 98.33 $208.24
ORLA Orla Mining Ltd 0.200 2 $13.31 $14.80 $8.49 74.32 $21.98
MA Mastercard Inc. 0.177 10 $559.77 $510.16 $479.68 6.35 $599.05
BBWI Bath & Body Works Inc. 0.153 3 $20.54 $14.16 45.06 $33.45
AMZN Amazon.com Inc. 0.152 16 $230.47 $255.36 $178.85 42.78 $258.60
FISV Fiserv Inc. 0.115 7 $64.89 $63.26 $52.91 19.56 $221.50
CRH CRH plc 0.103 5 $124.74 $116.09 $85.94 35.08 $131.09
IVZ Invesco Ltd 0.102 3 $25.54 $25.56 $12.90 98.14 $29.37
BABA Alibaba Group Holdings 0.101 8 $146.58 $136.42 $103.71 31.54 $192.67
AAPL Apple Inc. 0.098 12 $271.14 $273.17 $192.41 41.97 $288.35
TSM Taiwan Semiconductor S.A. 0.097 13 $305.42 $387.44 $154.11 151.40 $389.11
VAL Valaris plc 0.095 2 $50.40 $90.46 $30.62 195.43 $105.35
PDD Pinduoduo Inc. 0.092 3 $113.39 $100.05 $95.24 5.05 $139.41
WBD Warner Bros. Discovery Inc. 0.091 5 $28.37 $27.33 $8.06 239.08 $30.00
GPK Graphic Packaging Hldg Co. 0.091 1 $15.06 $9.25 $8.79 5.23 $25.08
PGR Progressive Corp. 0.084 2 $227.72 $202.71 $187.87 7.90 $272.29
RACE Ferrari NV 0.084 1 $349.92 $358.58 $308.95 16.06 $513.19
B Barrick Mining Corp. 0.082 5 $43.50 $40.73 $17.00 139.59 $54.23
COF Capital One Financial 0.081 11 $242.31 $199.43 $172.37 15.70 $258.65
EFA iShares MSCI EAFE ETF 0.081 3 $96.37 $101.97 $79.58 28.14 $105.94
CMG Chipotle Mexican Grill Inc. 0.081 2 $35.11 $29.75 18.02 $58.42
SHOP Shopify Inc. 0.081 2 $160.97 $131.96 $88.14 49.72 $182.19
WFRD Weatherford International plc 0.079 2 $78.26 $100.99 $39.47 155.87 $110.57
NCNO nCino Inc. 0.078 1 $15.85 $15.69 1.02 $34.55
TRMD Torm Plc 0.078 1 $19.95 $30.15 $14.14 113.22 $31.49
PYPL PayPal Holdings Inc. 0.075 7 $57.79 $51.22 $38.34 33.59 $79.08
BELFB Bel Fuse Inc. CL B 0.075 1 $169.64 $262.68 $63.88 311.21 $263.30
DHR Danaher Corp. 0.074 9 $228.87 $184.04 $178.96 2.84 $242.28
GTX Garrett Motion Inc. 0.072 2 $17.43 $20.34 $8.84 130.09 $21.34
ZTS Zoetis Inc. 0.070 6 $125.82 $117.52 $112.80 4.18 $169.60
ELV Elevance Health Inc. 0.069 6 $350.56 $328.20 $269.17 21.93 $423.88
LLY Eli Lilly & Co. 0.068 6 $1074.34 $921.48 $620.46 48.52 $1132.06
PVH PVH Corp. 0.068 3 $67.02 $93.52 $59.60 56.91 $100.15
PCOR Procore Technologies Inc. 0.068 1 $72.74 $56.85 $46.08 23.37 $82.32
PM Philip Morris Intl. 0.066 4 $160.40 $163.95 $139.58 17.46 $189.61
BKNG Booking Holdings Inc. 0.064 7 $214.21 $179.40 $150.28 19.38 $232.20
MDB MongoDB Inc. 0.064 3 $269.54 $159.58 68.91 $444.72
LAMR Lamar Advertising Co. 0.062 2 $126.58 $133.55 $104.55 27.74 $139.36
MCO Moody's Corp. 0.061 6 $501.79 $466.72 $401.41 16.27 $545.70
MRSH Marsh 0.060 2 $185.52 $175.50 $164.05 6.98 $231.35
V Visa Inc. 0.059 11 $350.38 $311.29 $293.89 5.92 $373.34
KMX CarMax Inc. 0.059 5 $39.84 $39.58 $30.26 30.80 $71.99
DIS Walt Disney Co. 0.057 14 $112.04 $104.82 $85.82 22.14 $123.85
C Citigroup Inc. 0.057 10 $116.69 $129.73 $64.11 102.36 $135.29
SYK Stryker Corp. 0.057 3 $351.47 $329.35 $319.32 3.14 $401.86
SVV Savers Value Village Inc 0.057 2 $9.34 $8.96 $6.91 29.67 $13.89
HOLX-OLD Hologic Inc. 0.056 3 $74.50 $76.04 $51.90 46.51 $76.07
WHD Cactus Inc. 0.055 1 $54.15 $33.01 64.04 $59.10
ASML ASML Holding NV 0.053 6 $1069.86 $1443.66 $647.81 122.85 $1547.22
IDXX IDEXX Laboratories 0.053 5 $676.53 $578.35 $424.48 36.25 $769.98
SBUX Starbucks Corp. 0.053 5 $85.61 $99.52 $73.47 35.46 $104.15
AMD Advanced Micro Devices 0.053 4 $214.16 $303.46 $90.12 236.73 $304.25
MU Micron Technology Inc. 0.053 1 $285.41 $487.48 $72.33 573.97 $491.98
PTLO Portillo's Inc Cl A 0.051 1 $6.50 $4.41 47.39 $13.55
KVUE Kenvue Inc 0.050 4 $17.25 $17.31 $13.69 26.44 $24.13
FERG Ferguson Enterprises Inc. 0.050 3 $222.63 $262.07 $160.06 63.73 $270.63
VERX Vertex Inc. 0.050 1 $12.35 $11.96 3.26 $50.79
APP Applovin Corp. 0.046 4 $673.82 $483.71 $246.00 96.63 $745.61
SE Sea Ltd 0.045 6 $127.57 $86.29 $77.05 11.99 $199.30
NFLX Netflix Inc. 0.045 4 $93.76 $93.24 $75.01 24.30 $134.12
CMCSA Comcast Corp. 0.044 7 $29.47 $29.37 $23.62 24.34 $33.03
PCG PG&E Corp. 0.044 1 $16.07 $16.88 $12.87 31.16 $19.10
TEVA Teva Pharmaceutical Industries Ltd. 0.043 4 $31.21 $31.22 $14.17 120.32 $37.35
GSK GSK plc 0.042 5 $51.71 $55.70 $34.47 61.59 $61.20
NUE Nucor Corp. 0.042 3 $163.55 $214.26 $104.62 104.80 $216.26
MNDY monday.com Ltd. 0.042 2 $147.56 $69.74 $57.50 21.29 $316.98
EQT EQT Corp. 0.042 2 $58.72 $46.59 26.04 $68.24
ACGL Arch Capital Group Ltd. 0.042 1 $96.57 $82.45 17.13 $103.39
FRPT Freshpet Inc. 0.042 1 $60.93 $65.96 $46.76 41.06 $89.80
JPM JPMorgan Chase & Co. 0.040 7 $315.82 $313.02 $233.05 34.31 $334.16
PRMB Primo Brands Corp 0.040 3 $20.08 $14.19 41.51 $33.05
TMO Thermo Fisher Scientific 0.039 6 $572.77 $513.98 $384.44 33.70 $643.35
LRCX Lam Research 0.039 2 $171.18 $265.55 $65.86 303.20 $273.50
AMAT Applied Materials 0.037 5 $266.08 $403.48 $141.47 185.21 $407.29
ABT Abbott Labs 0.037 3 $125.29 $91.70 $91.59 0.12 $136.28
NVDA NVIDIA Corp. 0.036 8 $186.47 $202.50 $102.00 98.53 $212.17
HD Home Depot 0.036 5 $339.37 $339.50 $315.31 7.67 $421.19
NSC Norfolk Southern Corp. 0.036 3 $288.72 $298.33 $212.99 40.07 $319.94
BUD Anheuser-Busch InBev 0.036 3 $64.04 $72.16 $56.81 27.02 $81.56
SIRI SiriusXM Holdings Inc 0.036 1 $20.00 $28.06 $18.46 52.00 $28.44
SPHR Sphere Entertainment Co. 0.036 1 $95.08 $129.25 $25.08 415.35 $137.30
DB Deutsche Bank AG 0.035 3 $38.76 $32.44 $24.06 34.83 $40.43
CP Canadian Pacific Kansas City 0.035 3 $73.67 $82.29 $68.13 20.78 $89.23
IONS Ionis Pharmaceuticals Inc. 0.035 1 $74.83 $28.79 159.92 $86.74
PRGO Perrigo Co. 0.034 3 $12.40 $11.91 4.11 $29.27
WST West Pharmaceutical Services 0.034 3 $254.81 $274.41 $199.19 37.76 $321.79
ORCL Oracle Corp. 0.033 6 $186.04 $187.50 $129.69 44.58 $343.01
* "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.