Stocks Owned At One Point
100 POSITIONS ON RECORD
UNH UnitedHealth Group Incorporated PURCHASE
INTU Intuit Inc. SOLD
AZO AutoZone, Inc. SOLD
C Citigroup Inc. PURCHASE
LRN Stride, Inc. PURCHASE
COHR Coherent, Inc. SOLD
AMKR Amkor Technology, Inc. PURCHASE
MCK McKesson Corporation PURCHASE
APG APi Group Corporation PURCHASE
MTZ MasTec, Inc. SOLD
AIT Applied Industrial Technologies, Inc. SOLD
ADBE Adobe Inc. PURCHASE
DELL Dell Technologies Inc. SOLD
GS The Goldman Sachs Group, Inc. SOLD
FCFS FirstCash Holdings, Inc PURCHASE
IRM Iron Mountain Incorporated SOLD
CRS Carpenter Technology Corporation PURCHASE
MPWR Monolithic Power Systems, Inc. PURCHASE
VSEC VSE Corporation PURCHASE
MA Mastercard Incorporated PURCHASE
RTX RTX Corporation PURCHASE
AXP American Express Company PURCHASE
CVX Chevron Corporation PURCHASE
NVDA NVIDIA Corporation PURCHASE
HLT Hilton Worldwide Holdings Inc. PURCHASE
CAT Caterpillar Inc. PURCHASE
JPM JPMorgan Chase & Co. PURCHASE
GOOGL Alphabet Inc. PURCHASE
IQV IQVIA Holdings Inc. PURCHASE
MSFT Microsoft Corporation PURCHASE
AMZN Amazon.com, Inc. PURCHASE
NOW ServiceNow, Inc. PURCHASE
KO The Coca-Cola Company PURCHASE
ELV Elevance Health Inc. PURCHASE
BSX Boston Scientific Corporation PURCHASE
META Meta Platforms, Inc. PURCHASE
DE Deere & Company PURCHASE
COF Capital One Financial Corporation PURCHASE
COST Costco Wholesale Corporation PURCHASE
LLY Eli Lilly and Company PURCHASE
COP ConocoPhillips PURCHASE
CRM Salesforce, Inc. PURCHASE
LRCX Lam Research Corporation PURCHASE
AAPL Apple Inc. PURCHASE
ISRG Intuitive Surgical, Inc. PURCHASE
AMAT Applied Materials, Inc. PURCHASE
HD The Home Depot, Inc. PURCHASE
ICE Intercontinental Exchange, Inc. PURCHASE
CRDO Credo Technology Group Holding Ltd SOLD (FULL)
PRMB Primo Brands Corporation SOLD (FULL)
CSX CSX Corporation SOLD
PNR Pentair plc PURCHASE
ZTS Zoetis Inc. SOLD (FULL)
TMUS T-Mobile US, Inc. SOLD
CMG Chipotle Mexican Grill, Inc. SOLD
TXN Texas Instruments Incorporated SOLD
ACN Accenture plc SOLD
WAB Westinghouse Air Brake Technologies Corporation SOLD
TMO Thermo Fisher Scientific Inc. PURCHASE
LPLA LPL Financial Holdings Inc. PURCHASE
LHX L3Harris Technologies, Inc. PURCHASE
VLO Valero Energy Corporation PURCHASE
TJX The TJX Companies, Inc. PURCHASE
DHR Danaher Corporation SOLD (FULL)
AMD Advanced Micro Devices, Inc. SOLD (FULL)
STZ Constellation Brands, Inc. SOLD (PARTIAL)
HON Honeywell International Inc. SOLD (FULL)
PM Philip Morris International Inc. PURCHASE
ABT Abbott Laboratories SOLD (FULL)
ELF e.l.f. Beauty, Inc. SOLD (FULL)
ETN Eaton Corporation plc SOLD (FULL)
AXON Axon Enterprise, Inc. SOLD (FULL)
SFM Sprouts Farmers Market, Inc. SOLD (FULL)
FRPT Freshpet, Inc. SOLD (FULL)
BMI Badger Meter, Inc. SOLD (FULL)
OLLI Ollie's Bargain Outlet Holdings, Inc. SOLD (FULL)
PEP PepsiCo, Inc. SOLD (FULL)
EW Edwards Lifesciences Corporation SOLD (PARTIAL)
SBUX Starbucks Corporation SOLD (PARTIAL)
CMCSA Comcast Corporation SOLD (PARTIAL)
NKE NIKE, Inc. SOLD (PARTIAL)
PH Parker-Hannifin Corporation PURCHASE
SHOP Shopify Inc. SOLD (FULL)
EXLS ExlService Holdings, Inc. SOLD (FULL)
FN Fabrinet SOLD (FULL)
PODD Insulet Corp. SOLD (FULL)
PYPL PayPal Holdings, Inc. SOLD (FULL)
CTVA Corteva, Inc. SOLD (FULL)
CELH Celsius Holdings, Inc. SOLD (FULL)
HUBB Hubbell Incorporated SOLD (FULL)
VLTO Veralto Corporation SOLD (PARTIAL)
SHW The Sherwin-Williams Company PURCHASE
PG The Procter & Gamble Company PURCHASE
EMR Emerson Electric Co. PURCHASE
PANW Palo Alto Networks, Inc. PURCHASE
V Visa Inc. PURCHASE
SPGI S&P Global Inc. PURCHASE
UNP Union Pacific Corporation PURCHASE
BLK BlackRock, Inc. PURCHASE
KLAC KLA Corporation PURCHASE