WMT Walmart Inc. Variety Stores $120.29 +0.35% 44 Mixed Selling $2.9M(planned) ▲ Accumulating+6.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 23%Strength: Raised its dividend (0.8% yield)+ UNH Unitedhealth Group Inc Hospital & Medical Service Plans $410.67 -1.77% No trades None ▲ Accumulating+5.1% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.1% in 3 yearsStrength: Raised its dividend (2.1% yield)+ AAPL Apple Inc. Computers and devices $343.92 -1.08% 43 Mixed Selling $91.9M(planned) ■ Steady+3.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 6.7% in 3 yearsStrength: High return on equity: 145%Strength: Raised its dividend (0.3% yield)+ GOOGL Alphabet Inc. Internet and software services $316.83 -1.06% 49 Mixed Selling $28K(planned) ■ Steady+4.4% Strength: Profitable every year for 10 yearsStrength: Sales up 15% last year+5 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.3% in 3 yearsStrength: Little debtStrength: High return on equity: 36%Strength: Raised its dividend (0.3% yield)+ MSFT Microsoft Corp Software $532.62 +1.57% 44 Mixed Selling $4.0M(planned) ▲ Accumulating+3.6% Strength: Profitable every year for 10 yearsStrength: Sales up 15% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 29%Strength: Raised its dividend (0.6% yield)+ CI Cigna Group Hospital & Medical Service Plans $305.89 -0.33% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (2.0% yield)+ NVDA Nvidia Corp Semiconductors $215.99 +2.36% No trades None ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 66% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 102%Strength: Raised its dividend (0.0% yield)+ META Meta Platforms, Inc. Internet and software services $630.43 -1.84% 43 Mixed Selling $4.6M(planned) ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 22% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 30%Strength: Raised its dividend (0.3% yield)+ JPM Jpmorgan Chase & Co Banks $334.12 +0.78% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Buying back shares: share count down 8.5% in 3 yearsStrength: Raised its dividend (1.7% yield)+ HD Home Depot, Inc. Lumber & Other Building Materials Dealers $319.37 -0.09% No trades None ■ Steady+3.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: High return on equity: 146%Strength: Raised its dividend (2.9% yield)Warning: High debt: 3.86x equity+ KR Kroger Co Grocery Stores $66.78 -0.01% No trades None ■ Steady-0.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 9.9% in 3 yearsStrength: Raised its dividend (2.1% yield)Warning: High debt: 2.68x equity+ VZ Verizon Communications Inc Telecom $43.11 -3.36% 47 Mixed Selling $198K(planned) ▲ Accumulating+3.1% Strength: Raised its dividend (6.3% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ CMCSA Comcast Corp Cable & Other Pay Television Services $22.07 -2.78% No trades None ■ Steady+3.8% Strength: Raised its dividend (6.0% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 16% in 3 yearsStrength: High return on equity: 22%+ BAC Bank of America Corp Banks $50.55 -0.02% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (2.1% yield)+ TGT Target Corp Variety Stores $148.53 -2.75% No trades None ▲ Accumulating+2.1% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 24%+ FDX Fedex Corp Air Courier Services $300.52 +0.58% No trades None ■ Steady+2.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.6% in 3 yearsStrength: Raised its dividend (1.9% yield)+ JNJ Johnson & Johnson Drugmakers $266.37 +0.95% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 8.8% in 3 yearsStrength: High return on equity: 35%Strength: Raised its dividend (1.9% yield)+ PEP Pepsico Inc Beverages $135.47 -0.21% 62 Buying Buying $19.6M ■ Steady+5.7% Strength: Raised its dividend (4.2% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 43%+ UPS United Parcel Service Inc Trucking & Courier Services $100.23 -0.82% No trades None ▲ Accumulating+6.4% Strength: Raised its dividend (6.5% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 34%+ TMUS T-Mobile US, Inc. Radiotelephone Communications $146.91 +0.23% No trades None ■ Steady+5.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 9.9% in 3 yearsStrength: Raised its dividend (2.6% yield)+ PGR Progressive Corp Property and casualty insurance $229.28 +0.52% 46 Mixed Selling $274K(planned) ■ Steady-0.3% Strength: Raised its dividend (6.1% yield)Strength: Profitable every year for 10 years+4 more Strength: Sales up 16% last yearStrength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 40%+ LOW Lowes Companies Inc Lumber & Other Building Materials Dealers $198.22 -0.25% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: Raised its dividend (2.4% yield)+ SYY Sysco Corp Groceries & Related Products $82.15 +0.95% No trades None ▲ Accumulating+3.3% Strength: Profitable every year for 9 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 6.5% in 3 yearsStrength: High return on equity: 82%Strength: Raised its dividend (2.6% yield)Warning: High debt: 5.45x equity+ PG Procter & Gamble Co Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics $159.96 -0.72% 18 Heavy selling Selling $8.3M ■ Steady+2.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.5% yield)+ WFC Wells Fargo & Company Banks $82.65 +0.32% No trades None ■ Steady+1.0% Strength: Profitable every year for 10 yearsStrength: Buying back shares: share count down 16% in 3 years+1 more Strength: Raised its dividend (2.1% yield)+ ADM Archer-Daniels-Midland Co Fats & Oils $79.02 -1.41% No trades None ▲ Accumulating+5.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (2.6% yield)+ MET Metlife Inc Life Insurance $100.05 +1.27% No trades None ■ Steady0.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 17% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.2% yield)+ HCA HCA Healthcare, Inc. General Medical & Surgical Hospitals $464.90 -0.93% No trades None ■ Steady+3.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 19% in 3 yearsStrength: Raised its dividend (0.6% yield)+ LMT Lockheed Martin Corp Guided Missiles & Space Vehicles & Parts $635.37 +5.12% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: High return on equity: 77%Strength: Raised its dividend (2.1% yield)Warning: High debt: 3.23x equity+ AXP American Express Co Finance Services $315.16 +0.65% No trades None ■ Steady0.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.4% in 3 yearsStrength: High return on equity: 34%Strength: Raised its dividend (1.0% yield)+ MS Morgan Stanley Security Brokers, Dealers & Flotation Companies $183.51 +2.24% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+4 more Strength: Sales growth speeding upStrength: Buying back shares: share count down 7.1% in 3 yearsStrength: Raised its dividend (2.1% yield)Warning: High debt: 3.06x equity+ BG Bunge Global SA Fats & Oils $102.21 -0.93% No trades None ■ Steady+1.0% Strength: ProfitableStrength: Sales up 32% last year+1 more Strength: Raised its dividend (2.7% yield)+ ACN Accenture plc Business Services $247.27 -0.86% 26 Selling Selling $2.0M ■ Steady-1.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 26%Strength: Raised its dividend (2.4% yield)+ IBM International Business Machines Corp Computer & Office Equipment $253.42 -0.04% No trades None ▲ Accumulating+3.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 35%Strength: Raised its dividend (2.6% yield)+ ORCL Oracle Corp Software $126.07 -0.02% 79 Buying Buying $3.5M ▲ Accumulating+7.4% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+3 more Strength: Sales growth speeding upStrength: High return on equity: 78%Strength: Raised its dividend (1.6% yield)+ MRK Merck & Co., Inc. Drugmakers $140.61 -3.21% No trades None ▲ Accumulating+2.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 37%Strength: Raised its dividend (2.3% yield)+ PFE Pfizer Inc Drugmakers $29.79 -0.77% No trades None ■ Steady+2.1% Strength: Raised its dividend (5.8% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ SNX TD Synnex Corp Computers & Peripheral Equipment & Software $250.50 +1.29% 25 Selling Selling $3.1M ■ Steady+0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (0.7% yield)+ ABBV AbbVie Inc. Drugmakers $286.79 +0.40% No trades None ▲ Accumulating+2.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.3% yield)+ TJX TJX Companies Inc Family Clothing Stores $143.70 -0.90% No trades None ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 4.2% in 3 yearsStrength: Little debtStrength: High return on equity: 59%Strength: Raised its dividend (1.2% yield)+ CB Chubb Ltd Property and casualty insurance $356.74 +0.46% No trades None ■ Steady-0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.2% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ GS Goldman Sachs Group Inc Security Brokers, Dealers & Flotation Companies $893.34 +2.04% 37 Selling Selling $223K ■ Steady+0.3% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (1.6% yield)+ CSCO Cisco Systems, Inc. Computer Communications Equipment $110.25 +3.53% No trades None ■ Steady+5.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.6% in 3 yearsStrength: High return on equity: 22%Strength: Raised its dividend (1.5% yield)+ HPQ HP Inc Computer & Office Equipment $34.12 +1.40% 45 Mixed Selling $1.0M(planned) ■ Steady+1.0% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.2% in 3 years+ KO Coca Cola Co Beverages $92.70 -0.01% No trades None ■ Steady+1.9% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 46%Strength: Raised its dividend (2.2% yield)+ NKE Nike, Inc. Rubber & Plastics Footwear $37.91 +1.58% No trades None ■ Steady+2.3% Strength: Raised its dividend (4.3% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.7% in 3 yearsStrength: High return on equity: 22%+ DE Deere & Co Farm Machinery & Equipment $641.30 -0.75% No trades None ▲ Accumulating+4.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+5 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: Little debtStrength: High return on equity: 21%Strength: Raised its dividend (1.0% yield)Warning: Revenue down 11.7% from the year before+ TMO Thermo Fisher Scientific Inc. Measuring & Controlling Devices $684.83 +1.63% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.1% in 3 yearsStrength: Raised its dividend (0.3% yield)+ ABT Abbott Laboratories Drugmakers $104.91 +1.17% No trades None ■ Steady+0.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (2.3% yield)+ MGA Magna International Inc Motor Vehicle Parts & Accessories $63.97 +0.02% No trades None ▼ Distributing-2.2% Strength: Raised its dividend (3.0% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.0% in 3 years+