AMZN Amazon Com Inc Catalog & Mail-Order Houses $249.06 +0.42% 47 Mixed Selling $252K(planned) ▲ Accumulating+4.9% Strength: ProfitableStrength: Sales up 12% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 22%+ 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)+ MCK McKesson Corp Drugs, Proprietaries & Druggists' Sundries $992.54 -0.81% 45 Mixed Selling $797K(planned) ■ Steady-1.2% Strength: ProfitableStrength: Sales up 12% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 13% in 3 yearsStrength: 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)+ CVS CVS Health Corp Drug Stores and Proprietary Stores $92.53 -1.02% No trades None ▲ Accumulating+3.4% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 3.9% in 3 yearsStrength: Pays a 2.9% dividend yield+ BRK-B Berkshire Hathaway Inc Property and casualty insurance $548.64 +1.20% 50 Mixed Buying $226.5M ■ Steady+1.8% Strength: Profitable, keeps 18% of sales as profitStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ XOM ExxonMobil Holdings Corp Petroleum Refining $184.55 +0.73% No trades None ■ Steady-0.8% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (2.2% yield)+ COR Cencora, Inc. Drugs, Proprietaries & Druggists' Sundries $330.28 -0.20% 46 Mixed Selling $299K(planned) ■ Steady+0.4% Strength: ProfitableStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 7.6% in 3 yearsStrength: High return on equity: 146%Strength: Raised its dividend (0.7% yield)Warning: High debt: 4.15x equity+ 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)+ COST Costco Wholesale Corp Variety Stores $1,005.11 +0.19% 21 Selling Selling $3.8M ■ Steady+4.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 30%Strength: Pays a 0.5% dividend 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)+ CAH Cardinal Health Inc Drugs, Proprietaries & Druggists' Sundries $251.59 +0.81% No trades None ▲ Accumulating+2.7% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 13% in 3 yearsStrength: Raised its dividend (0.8% 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)+ ELV Elevance Health, Inc. Hospital & Medical Service Plans $431.37 -1.94% 26 Selling Selling $4.7M ▲ Accumulating+4.6% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.5% in 3 years+ CNC Centene Corp Hospital & Medical Service Plans $68.05 -3.05% No trades None ▲ Accumulating+3.3% Strength: Sales up 19% last yearStrength: Buying back shares: share count down 15% in 3 years+1 more + CVX Chevron Corp Petroleum Refining $232.01 -0.52% 43 Mixed Selling $9.8M(planned) ■ Steady+1.9% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.3% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.9% yield)+ F Ford Motor Co Automakers $11.59 +0.09% No trades None ▲ Accumulating+4.2% Strength: Pays a 6.5% dividend yieldWarning: Losing money+ JD JD.com, Inc. Retail Stores $25.23 -0.47% No trades None ▲ Accumulating+10.6% Strength: ProfitableStrength: Sales up 18% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.4% in 3 years+ GM General Motors Co Automakers $76.31 +0.50% No trades None ■ Steady+0.4% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 33% in 3 yearsStrength: Raised its dividend (0.7% 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)+ BABA Alibaba Group Holding Ltd Business Services $100.27 +0.64% 18 Heavy selling Selling $12.0M ▼ Distributing-6.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.9% in 3 yearsStrength: No debt reported+ 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+ MPC Marathon Petroleum Corp Petroleum Refining $470.58 +2.97% No trades None ■ Steady-0.3% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 41% in 3 yearsStrength: High return on equity: 23%Strength: Raised its dividend (0.8% yield)+ PSX Phillips 66 Petroleum Refining $288.77 +1.97% No trades None ■ Steady+1.9% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 14% in 3 yearsStrength: Raised its dividend (1.6% yield)+ HUM Humana Inc Hospital & Medical Service Plans $417.08 -1.24% No trades None ▲ Accumulating+2.8% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.9% in 3 yearsStrength: Pays a 0.8% dividend yield+ T AT&T Inc. Telecom $20.85 -0.38% No trades None ■ Steady-0.4% Strength: Pays a 5.3% dividend yieldStrength: Profitable, keeps 18% of sales as profit+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.4% in 3 years+ 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%+ VLO Valero Energy Corp Petroleum Refining $426.62 +1.76% No trades None ■ Steady-1.5% Strength: ProfitableStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 22% in 3 yearsStrength: Raised its dividend (1.1% yield)+ DELL Dell Technologies Inc. Computers and devices $467.14 +2.33% 12 Heavy selling Selling $145.9M ■ Steady-3.7% Strength: ProfitableStrength: Sales up 19% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.2% in 3 yearsStrength: Raised its dividend (0.4% yield)+ 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%+ TSLA Tesla, Inc. Automakers $391.69 +5.25% No trades None ▲ Accumulating+7.7% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Little debtWarning: Share count growing 7.5% a year+ 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)+ DIS Walt Disney Co Miscellaneous Amusement & Recreation $110.41 -1.87% 45 Mixed Selling $700K(planned) ■ Steady+2.2% Strength: ProfitableStrength: Brings in more cash than it spends+ 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%+ BA Boeing Co Aircraft $188.20 -0.05% No trades None ▲ Accumulating+2.1% Strength: ProfitableStrength: Sales up 35% last year+2 more Warning: Share count growing 8.6% a yearWarning: High debt: 9.87x equity+ RTX RTX Corp Aircraft Engines & Engine Parts $197.48 +3.37% No trades None ▲ Accumulating+2.1% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.7% in 3 yearsStrength: Raised its dividend (1.4% yield)+ 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%+ ET Energy Transfer LP Natural Gas Transmission $20.62 +0.88% No trades None ▲ Accumulating+2.4% Strength: ProfitableStrength: Brings in more cash than it spends+ C Citigroup Inc Banks $121.05 +0.31% No trades None ■ Steady+0.5% Strength: Profitable, keeps 17% of sales as profitStrength: Buying back shares: share count down 9.9% in 3 years+1 more Warning: Debt above equity: 1.49x+ 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)+ ACI Albertsons Companies, Inc. Grocery Stores $13.99 +0.21% No trades None ■ Steady+2.1% Strength: Raised its dividend (4.3% yield)Strength: Profitable+2 more Strength: Brings in more cash than it spendsWarning: High debt: 3.36x equity+ 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)+ PFGC Performance Food Group Co Groceries, General Line $95.65 +1.00% 48 Mixed Selling $93K(planned) ■ Steady-0.8% Strength: ProfitableStrength: Brings in more cash than it spends+ ALL Allstate Corp Property and casualty insurance $255.96 +1.08% No trades None ■ Steady+0.1% Strength: Profitable, keeps 15% of sales as profitStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 39%Strength: Raised its dividend (1.6% yield)+ CAT Caterpillar Inc Construction Machinery & Equip $691.79 +0.74% No trades None ■ Steady-0.2% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: Raised its dividend (0.9% 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)+ LLY Eli Lilly & Co Drugmakers $1,279.57 +0.46% No trades None ■ Steady+1.5% Strength: Profitable, keeps 32% of sales as profitStrength: Sales up 45% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 101%Strength: Raised its dividend (0.5% 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)+ AVGO Broadcom Inc. Semiconductors $329.28 +2.34% No trades None ▲ Accumulating+3.5% Strength: Profitable, keeps 36% of sales as profitStrength: Sales up 24% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.7% yield)+ DAL Delta Air Lines, Inc. Air Transportation, Scheduled $79.19 +3.17% No trades None ■ Steady+0.8% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 28%Strength: Raised its dividend (0.9% 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)+ PDD PDD Holdings Inc. Business Services $78.12 -1.19% No trades None ■ Steady+4.8% Strength: Profitable, keeps 23% of sales as profitStrength: Sales up 15% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 27%+ 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)+ PRU Prudential Financial Inc Life Insurance $115.79 +0.70% No trades None ■ Steady+1.3% Strength: Raised its dividend (4.7% yield)Strength: Profitable+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.0% in 3 yearsWarning: Revenue down 13.7% from the year before+ GLXY Galaxy Digital Inc. Security Brokers, Dealers & Flotation Companies $15.70 +6.88% No trades None ▲ Accumulating+10.3% Strength: Sales up 42% last yearStrength: Sales growth speeding up+2 more Warning: Losing moneyWarning: Debt above equity: 1.24x+ 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)+ UAL United Airlines Holdings, Inc. Air Transportation, Scheduled $100.69 +2.84% No trades None ▲ Accumulating+2.6% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: High return on equity: 24%+ COP Conocophillips Petroleum Refining $151.41 +0.39% No trades None ■ Steady-1.5% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.1% 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+ CHTR Charter Communications, Inc. Cable & Other Pay Television Services $102.17 -5.91% No trades None ▲ Accumulating+8.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: High return on equity: 32%Warning: High debt: 5.9x equity+ AAL American Airlines Group Inc. Air Transportation, Scheduled $12.19 +0.66% No trades None ▲ Accumulating+16.8% Strength: ProfitableStrength: Sales growth speeding up+1 more Strength: Brings in more cash than it spends+ TSN Tyson Foods, Inc. Poultry Slaughtering and Processing $56.40 -0.55% No trades None ■ Steady+4.1% Strength: ProfitableStrength: Brings in more cash than it spends+ COF Capital One Financial Corp Banks $202.35 +0.52% 45 Mixed Selling $1.4M(planned) ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Sales up 37% last year+3 more Strength: Brings in more cash than it spendsWarning: Share count growing 11.3% a year (dilution)Warning: 1 offering filing in 6 months (may sell new shares)+ INTC Intel Corp Semiconductors $90.53 +4.09% No trades None ▲ Accumulating+8.3% Warning: Losing moneyWarning: 2 offering filings in 6 months (may sell new shares)+ INGM Ingram Micro Holding Corp Computers & Peripheral Equipment & Software $28.46 +2.82% No trades None ■ Steady+1.0% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Pays a 1.1% dividend yield+ GD General Dynamics Corp Ship & Boat Building & Repairing $357.05 +2.21% 30 Selling None ■ Steady+0.2% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+1 more Strength: Brings in more cash than it spends+ UBER Uber Technologies, Inc Business Services $66.13 -0.81% No trades None ■ Steady+2.3% Strength: Profitable, keeps 19% of sales as profitStrength: Sales up 18% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 41%+ TRV Travelers Companies, Inc. Property and casualty insurance $400.14 +0.45% 18 Heavy selling Selling $64.0M ▲ Accumulating+3.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 5.0% in 3 yearsStrength: High return on equity: 21%+ 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)+ GE General Electric Co Electronic & Other Electrical Equipment $288.42 +0.97% No trades None ■ Steady+1.2% Strength: Profitable, keeps 19% of sales as profitStrength: Sales up 19% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.0% in 3 yearsStrength: High return on equity: 46%Strength: Raised its dividend (0.5% yield)+ 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+ MOH Molina Healthcare, Inc. Hospital & Medical Service Plans $204.98 -1.92% No trades None ■ Steady+1.5% Strength: ProfitableStrength: Sales up 12% last year+1 more Strength: Buying back shares: share count down 9.6% in 3 years+ NFLX Netflix Inc Video Tape Rental $63.90 -2.99% 45 Mixed Selling $1.2M(planned) ■ Steady+2.4% Strength: Profitable every year for 10 yearsStrength: Sales up 16% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.2% in 3 yearsStrength: High return on equity: 43%+ 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)+ QCOM Qualcomm Inc Radio & Tv Broadcasting & Communications Equipment $179.62 +2.10% 44 Mixed Selling $775K(planned) ■ Steady+2.4% Strength: ProfitableStrength: Sales up 14% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.9% yield)+ DG Dollar General Corp Variety Stores $128.45 -3.14% No trades None ■ Steady+2.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Pays a 1.8% dividend yield+ NOC Northrop Grumman Corp Search, Detection, Navigation, Guidance, Aeronautical Sys $565.62 +2.56% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.6% in 3 yearsStrength: High return on equity: 26%Strength: Raised its dividend (1.6% yield)+ PM Philip Morris International Inc. Cigarettes $201.89 +1.20% No trades None ■ Steady+1.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.8% yield)+ CBRE CBRE Group, Inc. Real Estate $122.91 -0.33% No trades None ■ Steady+0.8% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.2% in 3 years+ V Visa Inc. Business Services $404.23 -0.92% 44 Mixed Selling $2.1M(planned) ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.1% yield)+ DOW DOW Inc. Plastic Materials, Synth Resins & Nonvulcan Elastomers $34.01 +4.29% No trades None ■ Steady+10.1% Strength: Pays a 6.2% dividend yieldStrength: Sales growth speeding up+2 more Warning: Losing moneyWarning: Debt above equity: 1.12x+ USFD US Foods Holding Corp. Groceries & Related Products $101.40 +0.46% No trades None ■ Steady+1.8% Strength: ProfitableStrength: Brings in more cash than it spends+ MDLZ Mondelez International, Inc. Food and Kindred Products $63.00 -1.24% No trades None ■ Steady+3.3% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.3% in 3 years+ GEV Ge Vernova Inc. Electronic & Other Electrical Equipment $855.60 +5.04% No trades None ▲ Accumulating+3.7% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 47%Strength: Raised its dividend (0.1% yield)+ LAD Lithia Motors Inc Auto Dealers & Gasoline Stations $286.62 -2.97% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 10% in 3 yearsStrength: Raised its dividend (0.8% yield)+ HON Honeywell International Inc Aircraft Engines & Engine Parts $219.19 -0.89% 28 Selling Selling $2.1M ▼ Distributing-50.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 5.9% in 3 yearsStrength: High return on equity: 29%Strength: Raised its dividend (2.1% yield)Warning: High debt: 2.06x equity+ MU Micron Technology Inc Semiconductors $903.61 +2.99% 43 Mixed Selling $31.6M(planned) ▲ Accumulating+4.2% Strength: Profitable, keeps 23% of sales as profitStrength: Sales up 49% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Pays a 0.1% dividend yield+ SBUX Starbucks Corp Eating & Drinking Places $102.71 +1.88% 47 Mixed Selling $214K(planned) ■ Steady+5.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.4% yield)+ AMGN Amgen Inc Biotech $444.73 +1.25% No trades None ▲ Accumulating+4.5% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 106%Strength: Raised its dividend (2.2% yield)Warning: High debt: 6.31x equity+ MDT Medtronic plc Electromedical & Electrotherapeutic Apparatus $94.79 -0.64% 43 Mixed Selling $5.8M(planned) ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Raised its dividend (3.0% yield)+ SLB SLB Limited Oil & Gas Field Services $53.11 +0.09% No trades None ■ Steady+4.0% Strength: ProfitableStrength: Brings in more cash than it spends+ AMD Advanced Micro Devices Inc Semiconductors $531.36 +2.83% 43 Mixed Selling $9.3M(planned) ▲ Accumulating+10.8% Strength: ProfitableStrength: Sales up 34% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debt+ CPNG Coupang, Inc. Catalog & Mail-Order Houses $13.75 -1.08% 48 Mixed Selling $75K(planned) ■ Steady-1.8% Strength: ProfitableStrength: Sales up 14% last year+1 more Strength: Brings in more cash than it spends+ HPE Hewlett Packard Enterprise Co Computer & Office Equipment $58.72 +3.56% 43 Mixed Selling $21.2M(planned) ■ Steady-1.9% Strength: ProfitableStrength: Sales up 14% last year+2 more Strength: Brings in more cash than it spendsStrength: Pays a 0.9% dividend yield+ DHI Horton D R Inc Operative Builders $146.50 -0.64% No trades None ■ Steady+0.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 13% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ LEN Lennar Corp General Bldg Contractors - Residential Bldgs $84.00 -1.12% No trades None ▲ Accumulating+4.7% 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: Little debt+ LIN Linde PLC Industrial Inorganic Chemicals $507.57 -0.23% No trades None ▲ Accumulating+4.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 6.3% in 3 yearsStrength: Raised its dividend (1.2% yield)+ CMI Cummins Inc Engines & Turbines $521.91 +0.92% No trades None ■ Steady+1.6% 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 (1.5% yield)+ PYPL PayPal Holdings, Inc. Business Services $54.96 -3.58% No trades None ■ Steady+1.1% 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 16% in 3 yearsStrength: High return on equity: 26%Strength: Pays a 0.3% dividend yield+ MA Mastercard Inc Business Services $613.84 -1.53% 44 Mixed Selling $3.1M(planned) ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Sales up 16% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.7% in 3 yearsStrength: Raised its dividend (0.5% yield)Warning: High debt: 2.46x equity+ NUE Nucor Corp Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) $257.37 -0.29% No trades None ▲ Accumulating+2.3% Strength: Profitable every year for 10 yearsStrength: Buying back shares: share count down 12% in 3 years+2 more Strength: Little debtStrength: Raised its dividend (0.9% yield)+ APO Apollo Global Management, Inc. Investment Advice $114.38 +1.37% No trades None ■ Steady+0.1% Strength: ProfitableStrength: Sales up 23% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.7% yield)+ UNFI United Natural Foods Inc Groceries, General Line $48.32 +3.01% No trades None ■ Steady-0.4% Warning: Losing moneyWarning: Debt above equity: 1.1x+ DUK Duke Energy Corp Electric & Other Services Combined $124.47 -0.41% No trades None ■ Steady+0.8% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+ SW Smurfit Westrock plc Paperboard Containers & Boxes $42.23 +0.91% No trades None ▲ Accumulating+5.3% Strength: Pays a 4.1% dividend yieldStrength: Profitable+2 more Strength: Sales up 48% last yearStrength: Brings in more cash than it spends+ ARW Arrow Electronics, Inc. Electronic Parts & Equipment $214.46 +2.30% No trades None ■ Steady-2.3% Strength: ProfitableStrength: Sales up 11% last year+1 more Strength: Buying back shares: share count down 20% in 3 years+ FERG Ferguson Enterprises Inc. Hardware & Plumbing & Heating Equipment & Supplies $229.51 +1.17% 43 Mixed Selling $7.4M(planned) ▲ Accumulating+2.0% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 9.0% in 3 yearsStrength: High return on equity: 33%Strength: Raised its dividend (1.4% yield)+ NRG NRG Energy, Inc. Electric Services $93.60 +1.40% No trades None ■ Steady+1.2% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Raised its dividend (1.9% yield)+ LYB LyondellBasell Industries N.V. Industrial Organic Chemicals $67.34 +1.32% No trades None ■ Steady-1.5% Strength: Raised its dividend (8.1% yield)Warning: Losing money+1 more Warning: Debt above equity: 1.2x+ JBL Jabil Inc Printed Circuit Boards $275.87 +0.66% 36 Selling Selling $277K ▲ Accumulating+3.3% 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 19% in 3 yearsStrength: High return on equity: 45%Warning: High debt: 2.09x equity+ SO Southern Co Electric Services $92.56 -0.37% 50 Mixed Selling $8K(planned) ▲ Accumulating+5.8% Strength: Raised its dividend (3.2% yield)Strength: Profitable every year for 10 years+1 more Strength: Sales up 10% last year+ GILD Gilead Sciences, Inc. Biotech $158.68 +1.67% 44 Mixed Selling $3.2M(planned) ▲ Accumulating+4.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 41%Strength: Raised its dividend (2.0% yield)+ PBF PBF Energy Inc. Petroleum Refining $80.53 +5.78% 23 Selling Selling $33.3M ▲ Accumulating+6.9% Strength: Buying back shares: share count down 9.4% in 3 yearsWarning: Losing money+1 more Warning: Revenue down 11.4% from the year before+ MELI Mercadolibre Inc Business Services $1,668.47 -7.87% No trades None ▲ Accumulating+3.9% Strength: ProfitableStrength: Sales up 39% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 36%+ USB US Bancorp \de\ Banks $59.71 +0.22% No trades None ▲ Accumulating+2.7% Strength: Raised its dividend (3.4% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales growth speeding upStrength: Brings in more cash than it spends+ PCAR Paccar Inc Automakers $104.47 -2.35% No trades None ■ Steady+6.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Pays a 2.6% dividend yieldWarning: Revenue down 15.5% from the year before+ MDLN Medline Inc. Surgical & Medical Instruments & Apparatus $33.68 -1.17% 23 Selling Selling $996.4M ▲ Accumulating+17.2% Strength: ProfitableStrength: Brings in more cash than it spends+ HIG Hartford Insurance Group, Inc. Property and casualty insurance $136.04 -0.52% No trades None ■ Steady+1.1% Strength: ProfitableStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 13% in 3 yearsStrength: Little debtStrength: High return on equity: 22%Strength: Raised its dividend (1.6% yield)+ AMAT Applied Materials Inc Semiconductors $387.51 +2.73% 35 Selling Selling $395K ▲ Accumulating+6.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 7.9% in 3 yearsStrength: Little debtStrength: High return on equity: 35%Strength: Raised its dividend (0.5% yield)+ LUV Southwest Airlines Co Air Transportation, Scheduled $42.86 +2.66% No trades None ▲ Accumulating+4.5% Strength: ProfitableStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 18% in 3 yearsStrength: Pays a 1.7% dividend yield+ BKR Baker Hughes Co Oil & Gas Field Machinery & Equipment $56.04 +0.34% No trades None ▲ Accumulating+5.3% Strength: ProfitableStrength: Brings in more cash than it spends+1 more + AVT Avnet Inc Electronic Parts & Equipment $89.68 +1.86% No trades None ▲ Accumulating+2.2% Strength: ProfitableStrength: Sales up 25% last year+2 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Raised its dividend (1.6% yield)+ AN Autonation, Inc. Auto Dealers & Gasoline Stations $160.17 -0.53% No trades None ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Buying back shares: share count down 33% in 3 years+1 more Strength: High return on equity: 27%+ ETN Eaton Corp plc Misc Industrial & Commercial Machinery & Equipment $371.88 +1.60% No trades None ▲ Accumulating+2.0% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 22%Strength: Raised its dividend (1.1% yield)+ MRSH Marsh & McLennan Companies, Inc. Insurance Agents, Brokers & Service $194.78 -1.39% 45 Mixed Selling $1.1M(planned) ■ Steady+0.1% Strength: Profitable every year for 10 yearsStrength: Sales up 10% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.8% yield)+ BKNG Booking Holdings Inc. Transportation Services $153.12 -1.72% 47 Mixed Selling $245K(planned) ■ Newly heldStrength: Raised its dividend (6.3% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 13% last yearStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 19% in 3 years+ MCD McDonalds Corp Restaurants $250.83 +0.94% No trades None ■ Steady-0.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Raised its dividend (2.9% yield)+ DINO HF Sinclair Corp Pipe Lines $125.29 +2.95% No trades None ▲ Accumulating+5.8% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.9% in 3 yearsStrength: Little debtStrength: Pays a 1.6% dividend yield+ AIG American International Group, Inc. Property and casualty insurance $81.14 -0.15% No trades None ■ Steady-0.1% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 28% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.2% yield)+ MAR Marriott International Inc Hotels & Motels $394.78 +1.05% No trades None ▲ Accumulating+2.9% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Raised its dividend (0.7% yield)+ JLL Jones Lang Lasalle Inc Real Estate Agents & Managers (for Others) $300.58 +0.09% No trades None ■ Steady+0.4% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ FCX Freeport-Mcmoran Inc Metal Mining $65.18 -0.05% No trades None ■ Steady+1.5% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Pays a 0.9% dividend yield+ CEG Constellation Energy Corp Electric Services $252.45 -0.37% No trades None ▲ Accumulating+3.0% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 4.6% in 3 yearsStrength: Raised its dividend (0.2% yield)+ WM Waste Management Inc Refuse Systems $241.08 +0.71% No trades None ■ Steady+0.8% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 30%Strength: Raised its dividend (1.4% yield)Warning: High debt: 2.22x equity+ LYV Live Nation Entertainment, Inc. Amusement & Recreation Services $172.67 -0.50% No trades None ■ Steady-2.6% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Warning: High debt: 28.09x equity+ SYK Stryker Corp Surgical & Medical Instruments & Apparatus $306.34 -0.27% No trades None ▲ Accumulating+2.8% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+1 more Strength: Brings in more cash than it spends+ MMM 3M Co Surgical & Medical Instruments & Apparatus $172.77 -0.40% No trades None ■ Steady+0.8% Strength: ProfitableStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 4.6% in 3 yearsStrength: High return on equity: 76%Strength: Pays a 1.7% dividend yieldWarning: High debt: 2.68x equity+ KHC Kraft Heinz Co Canned, Frozen & Preservd Fruit, Veg & Food Specialties $24.73 -0.24% No trades None ▲ Accumulating+6.5% Strength: Pays a 6.5% dividend yieldStrength: Buying back shares: share count down 3.9% in 3 years+1 more Warning: Losing money, losses are large next to sales+ PCG PG&E Corp Electric & Other Services Combined $12.85 +1.82% 67 Buying Buying $92K ▲ Accumulating+2.2% + DHR Danaher Corp Industrial Instruments for Measurement, Display, and Control $232.99 +1.10% No trades None ■ Steady+1.0% Strength: Profitable every year for 9 yearsStrength: Brings in more cash than it spends+ UNP Union Pacific Corp Railroads, Line-Haul Operating $296.93 +1.40% No trades None ▲ Accumulating+2.3% 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 4.5% in 3 yearsStrength: High return on equity: 40%Strength: Raised its dividend (1.8% yield)+ GPC Genuine Parts Co Motor Vehicle Supplies & New Parts $123.16 +0.07% No trades None ■ Steady+8.4% Strength: Raised its dividend (3.3% yield)Strength: Profitable+1 more Strength: Brings in more cash than it spends+ EXC Exelon Corp Electric & Other Services Combined $44.55 +0.25% No trades None ▲ Accumulating+5.6% Strength: Raised its dividend (3.6% yield)Strength: Profitable every year for 10 years+ BLK BlackRock, Inc. Security Brokers, Dealers & Flotation Companies $1,127.81 +0.88% No trades None ▲ Accumulating+2.4% Strength: Profitable, keeps 23% of sales as profitStrength: Sales up 19% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (1.8% yield)+ XYZ Block, Inc. Software $74.58 -2.47% 43 Mixed Selling $9.6M(planned) ▲ Accumulating+3.7% Strength: ProfitableStrength: Brings in more cash than it spends+ SCHW Schwab Charles Corp Security Brokers, Dealers & Flotation Companies $89.75 -0.93% 46 Mixed Selling $489K(planned) ■ Steady+2.2% Strength: Profitable every year for 10 yearsStrength: Sales up 22% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.5% in 3 yearsStrength: Raised its dividend (1.2% yield)+ ADBE Adobe Inc. Software $258.63 -1.99% No trades None ■ Steady+3.9% 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 9.3% in 3 yearsStrength: High return on equity: 55%+ RGA Reinsurance Group of America Inc Life Insurance $265.25 +0.52% No trades None ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.4% yield)+ IP International Paper Co Paper Mills $33.38 +0.63% No trades None ▲ Accumulating+4.1% Strength: Pays a 5.5% dividend yieldStrength: Sales up 49% last year+2 more Warning: Losing moneyWarning: Share count growing 11.3% a year (dilution)+ SHW Sherwin Williams Co Building Materials, Hardware, Garden Supply $335.16 -0.57% No trades None ■ Steady+3.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 5.6% in 3 yearsStrength: High return on equity: 59%Strength: Raised its dividend (0.9% yield)Warning: High debt: 2.37x equity+ WCC Wesco International Inc Electrical Apparatus & Equipment, Wiring Supplies $329.44 +3.63% No trades None ■ Steady-4.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 5.5% in 3 years+ MO Altria Group, Inc. Cigarettes $73.62 -0.94% No trades None ▲ Accumulating+4.2% Strength: Raised its dividend (5.7% yield)Strength: Profitable, keeps 30% of sales as profit+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.7% in 3 years+ LEA Lear Corp Motor Vehicle Parts & Accessories $116.59 -0.09% No trades None ■ Steady+1.4% 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: Pays a 0.7% dividend yield+ LRCX Lam Research Corp Special Industry Machinery $237.46 +3.19% 43 Mixed Selling $7.1M(planned) ▲ Accumulating+6.2% Strength: Profitable every year for 8 yearsStrength: Sales up 26% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.2% in 3 yearsStrength: High return on equity: 77%Strength: Raised its dividend (0.4% yield)+ PNC PNC Financial Services Group, Inc. Banks $225.87 +0.65% No trades None ▲ Accumulating+2.5% 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 3.9% in 3 yearsStrength: Raised its dividend (2.9% yield)+ APH Amphenol Corp Electronic Connectors $75.28 +1.63% No trades None ■ Steady+1.3% Strength: Profitable every year for 10 yearsStrength: Sales up 52% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 37%Strength: Raised its dividend (1.0% yield)+ SE Sea Ltd Miscellaneous Business Services $74.00 -0.90% 43 Mixed Selling $6.7M(planned) ■ Steady+0.9% Strength: ProfitableStrength: Sales up 36% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ ROST Ross Stores, Inc. Family Clothing Stores $234.10 +2.08% No trades None ▲ Accumulating+4.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 6.0% in 3 yearsStrength: Little debtStrength: High return on equity: 37%Strength: Raised its dividend (0.7% yield)+ NEM Newmont Corp Gold and Silver Ores $110.35 +1.37% 45 Mixed Selling $790K(planned) ■ Steady+3.2% Strength: Profitable, keeps 31% of sales as profitStrength: Sales up 21% last year+5 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 22%Strength: Pays a 0.9% dividend yieldWarning: Share count growing 11.7% a year (dilution)+ EOG EOG Resources Inc Oil and gas $163.69 +0.41% No trades None ■ Steady-0.4% Strength: Profitable, keeps 22% of sales as profitStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.0% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.4% yield)+ M Macy's, Inc. Department Stores $23.58 -2.08% No trades None ▲ Accumulating+2.6% Strength: Raised its dividend (3.1% yield)Strength: Profitable+1 more Strength: Brings in more cash than it spends+ GPI Group 1 Automotive Inc Auto Dealers & Gasoline Stations $244.25 -0.22% 82 Strong buying Buying $90.5M ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 15% in 3 yearsStrength: Raised its dividend (0.8% yield)+ CDW CDW Corp Catalog & Mail-Order Houses $163.18 -1.14% No trades None ■ Steady+7.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 3.6% in 3 yearsStrength: High return on equity: 43%Strength: Raised its dividend (1.5% yield)Warning: High debt: 2.16x equity+ HAL Halliburton Co Oil & Gas Field Services $35.45 +1.52% No trades None ▲ Accumulating+2.2% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 6.1% in 3 years+ SMCI Super Micro Computer, Inc. Computers and devices $32.69 -0.79% 43 Mixed Selling $9.0M(planned) ▲ Accumulating+33.3% Strength: Profitable every year for 10 yearsStrength: Sales up 47% last year+3 more Strength: Brings in more cash than it spendsWarning: Share count growing 7.5% a yearWarning: 5 offering filings in 6 months (may sell new shares)+ AEP American Electric Power Co Inc Electric Services $129.23 -0.35% No trades None ▲ Accumulating+13.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (2.9% yield)+ BDX Becton Dickinson & Co Surgical & Medical Instruments & Apparatus $196.39 -1.24% 49 Mixed Selling $29K(planned) ■ Steady+5.8% Strength: Profitable every year for 10 yearsStrength: Raised its dividend (2.1% yield)+ OXY Occidental Petroleum Corp Oil and gas $64.07 -0.14% No trades None ▲ Accumulating+4.8% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.5% yield)+ BJ BJ's Wholesale Club Holdings, Inc. Variety Stores $106.33 +0.46% 26 Selling Selling $21.3M ■ 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 3.2% in 3 yearsStrength: Little debtStrength: High return on equity: 29%+ THC Tenet Healthcare Corp General Medical & Surgical Hospitals $268.96 +0.20% No trades None ■ Steady-1.7% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 18% in 3 yearsStrength: High return on equity: 56%Warning: High debt: 3.1x equity+ GEHC Ge HealthCare Technologies Inc. X-Ray Apparatus & Tubes & Related Irradiation Apparatus $71.99 +0.76% No trades None ■ Steady+1.6% Strength: ProfitableStrength: High return on equity: 22%+1 more Strength: Raised its dividend (0.2% yield)+ ADP Automatic Data Processing Inc Data processing and cloud $301.16 -1.01% No trades None ▲ Accumulating+6.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 71%Strength: Raised its dividend (2.0% yield)+ APTV Aptiv PLC Motor Vehicle Parts & Accessories $43.62 +2.18% No trades None ■ Steady+4.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 19% in 3 years+ CL Colgate Palmolive Co Perfumes, Cosmetics & Other Toilet Preparations $93.09 -1.00% No trades None ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.3% in 3 yearsStrength: Pays a 2.2% dividend yieldWarning: High debt: 145.17x equity+ CVNA Carvana Co. Auto Dealers & Gasoline Stations $56.59 -2.08% 43 Mixed Selling $4.6M(planned) ■ SteadyStrength: ProfitableStrength: Sales up 49% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 60%+ BNY Bank of New York Mellon Corp Banks $147.17 +1.31% 46 Mixed Selling $524K(planned) ▲ Accumulating+2.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (1.4% yield)+ BSX Boston Scientific Corp Surgical & Medical Instruments & Apparatus $45.60 -0.15% No trades None ■ Steady-0.6% Strength: ProfitableStrength: Sales up 20% last year+1 more Strength: Brings in more cash than it spends+ LNG Cheniere Energy, Inc. Natural Gas Distribution $300.65 +0.69% No trades None ▲ Accumulating+2.3% Strength: Profitable, keeps 34% of sales as profitStrength: Sales up 27% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 13% in 3 yearsStrength: High return on equity: 100%Warning: High debt: 2.84x equity+ PH Parker-Hannifin Corp Miscellaneous Fabricated Metal Products $904.64 +2.77% No trades None ■ Steady+1.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 26%Strength: Raised its dividend (0.7% yield)+ KKR KKR & Co. Inc. Investment Advice $91.64 +0.34% No trades None ▲ Accumulating+3.8% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Raised its dividend (0.8% yield)Warning: Revenue down 11% from the year before+ DLTR Dollar Tree, Inc. Variety Stores $124.92 -0.31% No trades None ▼ Distributing-5.0% Strength: ProfitableStrength: Sales up 10% last year+2 more Strength: Buying back shares: share count down 7.9% in 3 yearsStrength: High return on equity: 33%+ MUSA Murphy USA Inc. Auto Dealers & Gasoline Stations $539.14 +0.91% No trades None ■ Steady-1.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 19% in 3 yearsStrength: High return on equity: 64%Strength: Raised its dividend (0.4% yield)Warning: High debt: 3.47x equity+