Stocks Owned At One Point
75 POSITIONS ON RECORD
CEG Constellation Energy Corporation PURCHASE
ATO Atmos Energy Corporation SOLD
BSX Boston Scientific Corporation SOLD
ECL Ecolab Inc. SOLD
PLTR Palantir Technologies Inc. PURCHASE
DVN Devon Energy Corporation PURCHASE
JNJ Johnson & Johnson SOLD
NVDA NVIDIA Corporation PURCHASE
ARES Ares Management Corporation PURCHASE
MSFT Microsoft Corporation PURCHASE
AMAT Applied Materials, Inc. SOLD
NTAP NetApp, Inc. PURCHASE
KR The Kroger Co. PURCHASE
PG The Procter & Gamble Company SOLD
UNP Union Pacific Corporation SOLD
ADBE Adobe Inc. SOLD
UBER Uber Technologies, Inc. PURCHASE
CAT Caterpillar Inc. PURCHASE
OMC Omnicom Group Inc. SOLD (FULL)
CVS CVS Health Corp. PURCHASE
PYPL PayPal Holdings, Inc. PURCHASE
FISV Fiserv, Inc. SOLD
ETN Eaton Corporation plc PURCHASE
DXCM DexCom, Inc. PURCHASE
MU Micron Technology, Inc. SOLD
AAPL Apple Inc. PURCHASE
V Visa Inc. PURCHASE
LRCX Lam Research Corporation SOLD (PARTIAL)
XOM Exxon Mobil Corporation PURCHASE
NFLX Netflix, Inc. PURCHASE
DIS The Walt Disney Company PURCHASE
SMCI Super Micro Computer, Inc. SOLD (FULL)
WFC Wells Fargo & Company PURCHASE
MSI Motorola Solutions, Inc. SOLD (PARTIAL)
ANET Arista Networks, Inc. PURCHASE
LLY Eli Lilly and Company SOLD (PARTIAL)
CRM Salesforce, Inc. SOLD
AMZN Amazon.com, Inc. PURCHASE
META Meta Platforms, Inc. PURCHASE
COST Costco Wholesale Corporation PURCHASE
CL Colgate-Palmolive Company SOLD
IQV IQVIA Holdings Inc. SOLD (PARTIAL)
GOOGL Alphabet Inc. PURCHASE
ORCL Oracle Corporation SOLD (PARTIAL)
ABBV AbbVie Inc. SOLD (PARTIAL)
AMD Advanced Micro Devices, Inc. PURCHASE
GE GE Aerospace PURCHASE
MDLZ Mondelez International, Inc. SOLD (PARTIAL)
GD General Dynamics Corporation SOLD (PARTIAL)
WMT Walmart Inc. PURCHASE
JPM JPMorgan Chase & Co. SOLD
UNH UnitedHealth Group Incorporated SOLD
AVGO Broadcom Inc. PURCHASE
RTX RTX Corporation PURCHASE
FBIN Fortune Brands Innovations, Inc. SOLD
DTE DTE Energy Company SOLD (FULL)
LOW Lowe's Companies, Inc. SOLD
HD The Home Depot, Inc. PURCHASE
NRG NRG Energy, Inc. SOLD (PARTIAL)
VLO Valero Energy Corporation SOLD (FULL)
GILD Gilead Sciences, Inc. SOLD (FULL)
BAC Bank of America Corporation SOLD (PARTIAL)
AXP American Express Company PURCHASE
PFE Pfizer Inc. SOLD (FULL)
MA Mastercard Incorporated PURCHASE
QSR Restaurant Brands International Inc. SOLD (FULL)
HPQ HP Inc. SOLD (FULL)
CSCO Cisco Systems, Inc. SOLD (FULL)
EBAY eBay Inc. SOLD (FULL)
SWKS Skyworks Solutions, Inc. SOLD (FULL)
DALCX Dean Mid Cap Value PURCHASE
CMCSA Comcast Corporation SOLD (FULL)
AES The AES Corporation SOLD (FULL)
HAS Hasbro, Inc. SOLD
INTC Intel Corp. SOLD