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
UPS - United Parcel Service Reduce 0.05% 12 0.00
DIS - Walt Disney Co. Reduce 0.23% 155 0.00
MA - Mastercard Inc. Reduce 0.25% 4 0.00
T - AT&T Inc. Reduce 0.36% 41 0.00
PR - Permian Resources Corp. Reduce 0.50% 2,599 0.01
SU - Suncor Energy Inc. Reduce 0.57% 52 0.00
META - Meta Platforms Inc. Reduce 0.66% 40 0.01
TKR - Timken Co. Reduce 0.66% 396 0.01
SPSM - Ss SPDR P S&P 600 Small Cap Reduce 0.69% 50 0.00
AEM - Agnico-Eagle Mines Ltd. Reduce 0.73% 35 0.00
RRC - Range Resources Corp. Reduce 0.73% 47 0.00
VRSN - Verisign Inc. Reduce 0.87% 126 0.01
DVN - Devon Energy Corp. Reduce 0.98% 286 0.00
GNRC - Generac Holdings Inc. Reduce 1.11% 255 0.01
COP - ConocoPhillips Reduce 1.12% 472 0.01
CRK - Comstock Resources Inc. Reduce 1.16% 4,651 0.02
MCO - Moody's Corp. Reduce 1.30% 77 0.01
FDX - FedEx Corp. Reduce 1.35% 166 0.01
EQT - EQT Corp. Reduce 1.66% 3,826 0.06
CME - CME Group Reduce 1.66% 312 0.02
CTRA-OLD - Coterra Energy Inc. Reduce 1.89% 944 0.01
RSP - Invesco S&P 500 Equal Weight Reduce 1.93% 93 0.00
FANG - Diamondback Energy Inc. Reduce 2.01% 1,703 0.08
OVV - Ovintiv Inc. Reduce 2.24% 442 0.01
FNDF - Schwab Fndmn Intl Lrg Co ETF Reduce 2.26% 339 0.00
CEF - Sprott Physical Gold And Sil Reduce 2.29% 140 0.00
VEA - Vanguard FTSE Developed ETF Reduce 2.29% 249 0.00
PHYS - Sprott Physical Gold Trust Reduce 2.33% 19,887 0.16
XLE - Energy Select Sector SPDR Reduce 2.67% 370 0.01
VYMI - Vanguard Int High Dvd Yld In Reduce 2.80% 114 0.00
INTC - Intel Corp. Reduce 3.23% 8,337 0.08
SLB - Schlumberger Ltd. Reduce 3.50% 6,264 0.07
ILMN - Illumina Inc. Reduce 3.82% 1,778 0.05
SEI - Solaris Energy Infrastructure Inc. Reduce 3.86% 597 0.01
MOAT - Vaneck Morningstar Wide Moat Reduce 4.01% 277 0.01
XOM - Exxon Mobil Corp. Reduce 4.33% 6,102 0.24
VNT - Vontier Corp. Reduce 4.65% 10,824 0.09
IVE - Ishares S&P 500 Value ETF Reduce 5.26% 1 0.00
SA - Seabridge Gold Inc. Reduce 6.97% 49,340 0.32
BTE - Baytex Energy Corp. Reduce 8.05% 14,544 0.01
REI - Ring Energy Inc. Reduce 8.11% 4,693 0.00
IVW - iShares S&P 500 Growth ETF Reduce 10.00% 15 0.00
BAC - Bank of America Corp. Reduce 12.28% 7,239 0.08
EG - Everest Group Ltd Reduce 12.74% 158 0.01
BRK.B - Berkshire Hathaway CL B Reduce 13.40% 3,632 0.40
XOP - SPDR S&P Oil & Gas Exploration & Production ETF Reduce 16.44% 574 0.02
GOOG - Alphabet Inc. CL C Reduce 19.64% 11,347 0.75
BN - Brookfield Corp. Reduce 20.40% 60,654 0.56
TALO - Talos Energy Inc. Reduce 32.23% 8,512 0.03
IJK - Ishares S&P Mid Cap 400 Grow Reduce 35.94% 23 0.00
VUG - Vanguard Growth ETF Reduce 37.14% 78 0.00
FNDE - Schwab Fndmntl Em Mrk Eq ETF Reduce 37.79% 1,609 0.01
MORT - Vaneck Mortgage Reit Income Reduce 41.67% 100 0.00
XES - Ss SPDR S&P Og Eqp & Serv Reduce 45.16% 28 0.00
COHR - Coherent Corp. Reduce 46.14% 55,298 3.02