Arnold Van Den Berg - Century Management

History Stock Activity Share change % change to portfolio
Q1  2026
GOOGL - Alphabet Inc. Add 319.61% 163 0.01
WDAY - Workday Inc. Add 119.90% 20,664 0.62
MSFT - Microsoft Corp. Add 58.76% 10,177 0.86
BAM - Brookfield Asset Management Add 49.59% 13,949 0.14
VTOL - Bristow Group Inc. Add 49.09% 30,599 0.33
VYM - Vanguard High Dvd Yield ETF Add 27.65% 790 0.03
CMCO - Columbus McKinnon Corp. Add 26.20% 99,309 0.33
FTV - Fortive Corp. Add 22.94% 11,799 0.15
AMZN - Amazon.com Inc. Add 18.65% 284 0.01
VOO - Vanguard S&P 500 ETF Add 18.26% 174 0.02
CVX - Chevron Corp. Add 13.77% 619 0.03
UNH - United Health Group Inc. Add 10.58% 2,765 0.17
NOG - Northern Oil and Gas Inc. Add 10.54% 4,038 0.03
QCOM - QUALCOMM Inc. Add 7.65% 4,413 0.13
VIG - Vanguard Dividend Apprec ETF Add 4.56% 177 0.01
CRGY - Crescent Energy Inc A Add 4.15% 9,060 0.03
ELV - Elevance Health Inc. Add 4.13% 1,115 0.07
MKTX - MarketAxess Holdings Inc. Add 3.37% 1,024 0.04
SW - Smurfit Westrock Plc Add 3.09% 4,828 0.04
SWK - Stanley Black & Decker Inc. Add 2.90% 2,602 0.04
VTI - Vanguard Total Stock Mkt ETF Add 2.21% 57 0.00
TMO - Thermo Fisher Scientific Add 1.79% 249 0.03
CI - Cigna Group Add 1.46% 447 0.03
LUMN - Lumen Technologies Inc. Add 1.40% 33,562 0.05
DHR - Danaher Corp. Add 1.19% 426 0.02
ACGL - Arch Capital Group Ltd. Add 0.80% 647 0.01
PSLV - Sprott Physical Silver Trust Add 0.53% 200 0.00
DELL - Dell Technologies Inc. Add 0.46% 361 0.01
ST - Sensata Technologies Holding Add 0.26% 329 0.00
IBM - International Business Machines Add 0.18% 67 0.00
URA - Global X Uranium ETF Add 0.02% 1 0.00
TREX - Trex Company Inc. Buy 84,871 0.71
INTU - Intuit Inc. Buy 6,869 0.68
NVDA - NVIDIA Corp. Buy 1,560 0.06
AAPL - Apple Inc. Buy 904 0.05
CW - Curtiss-Wright Corp. Buy 327 0.05
GE - GE Aerospace Buy 784 0.05
SM - SM Energy Co. Buy 7,003 0.05
VHT - Vanguard Health Care ETF Buy 489 0.03
VGT - Vanguard Info Tech ETF Buy 600 0.01
VIGI - Vanguard Int Div App Indx Fd Buy 268 0.01
VPU - Vanguard Utilities ETF Buy 162 0.01
COPX - Global X Copper Miners ETF Buy 274 0.00
NAK - Northern Dynasty Minerals Ltd Buy 10,000 0.00
SCHH - Schwab Us Reit ETF Buy 172 0.00
Q4  2025
DIA - SPDR Djia Trust Add 161.26% 716 0.08
GOOGL - Alphabet Inc. Add 121.74% 28 0.00
MKTX - MarketAxess Holdings Inc. Add 116.87% 16,382 0.68
FNDE - Schwab Fndmntl Em Mrk Eq ETF Add 83.53% 1,938 0.02
CRGY - Crescent Energy Inc A Add 63.93% 85,073 0.16
TKR - Timken Co. Add 43.22% 18,011 0.35
CVX - Chevron Corp. Add 24.54% 886 0.03
CMCO - Columbus McKinnon Corp. Add 16.69% 54,216 0.21
CI - Cigna Group Add 14.93% 3,983 0.25
REI - Ring Energy Inc. Add 13.76% 7,000 0.00
SWK - Stanley Black & Decker Inc. Add 10.93% 8,832 0.15
FNDF - Schwab Fndmn Intl Lrg Co ETF Add 7.15% 1,003 0.01
VTOL - Bristow Group Inc. Add 6.84% 3,988 0.03
UPS - United Parcel Service Add 6.17% 1,465 0.03
AMZN - Amazon.com Inc. Add 4.82% 70 0.00
NOG - Northern Oil and Gas Inc. Add 3.79% 1,399 0.01
ST - Sensata Technologies Holding Add 2.74% 3,417 0.03
ACGL - Arch Capital Group Ltd. Add 2.49% 1,952 0.04
SPSM - Ss SPDR P S&P 600 Small Cap Add 2.42% 172 0.00
FANG - Diamondback Energy Inc. Add 1.95% 1,616 0.06
GNRC - Generac Holdings Inc. Add 1.94% 439 0.01
MSFT - Microsoft Corp. Add 1.10% 188 0.02
UNH - United Health Group Inc. Add 1.10% 283 0.02
MOAT - Vaneck Morningstar Wide Moat Add 1.02% 70 0.00
AR - Antero Resources Add 0.95% 75 0.00
PR - Permian Resources Corp. Add 0.93% 4,796 0.02
BTE - Baytex Energy Corp. Add 0.38% 687 0.00
RSP - Invesco S&P 500 Equal Weight Add 0.31% 15 0.00
BAM - Brookfield Asset Management Add 0.19% 52 0.00
FTV - Fortive Corp. Buy 51,439 0.65
TXN - Texas Instruments Buy 5,125 0.20
IVV - Ishares Core S&P 500 ETF Buy 1,008 0.16
LBRT - Liberty Oilfield Services Inc. Buy 38,141 0.16
IWB - Ishares Russell 1000 ETF Buy 1,622 0.14
IWF - iShares Russell 1000 Growth ETF Buy 2,724 0.07
IWD - Ishares Russell 1000 Value E Buy 1,256 0.06
IJH - Ishares Core S&P Midcap ETF Buy 3,022 0.05
IJS - Ishares S&P Small Cap 600 Va Buy 1,523 0.04
IWR - Ishares Russell Mid Cap ETF Buy 1,804 0.04
IWS - Ishares Russell Mid Cap Valu Buy 913 0.03
FXI - Ishares China Large Cap ETF Buy 710 0.01
IJR - Ishares Core S&P Small Cap E Buy 194 0.01
ILF - Ishares Latin America 40 ETF Buy 1,300 0.01
EFA - iShares MSCI EAFE ETF Buy 3 0.00
IJJ - Ishares S&P Mid Cap 400 Valu Buy 12 0.00
IJK - Ishares S&P Mid Cap 400 Grow Buy 64 0.00
IJT - Ishares S&P Small Cap 600 Gr Buy 17 0.00
IVE - Ishares S&P 500 Value ETF Buy 19 0.00
IVW - iShares S&P 500 Growth ETF Buy 150 0.00
IWM - iShares Russell 2000 ETF Buy 5 0.00
IWN - Ishares Russell 2000 Value E Buy 15 0.00
Q3  2025
SIL - Global X Silver Miners ETF Add 250.00% 125 0.00
VTOL - Bristow Group Inc. Add 90.41% 27,701 0.25
CI - Cigna Group Add 73.16% 11,273 0.82
DHR - Danaher Corp. Add 59.72% 13,493 0.67