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)+ 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+ 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)+ 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+ 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%+ 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)+ 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)+ 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)+ 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+ 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)+ CRM Salesforce, Inc. Software $247.57 -0.39% No trades None ▼ Distributing-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 4.1% in 3 yearsStrength: Little debt+ 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)+ 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)+ PWR Quanta Services, Inc. Electrical Work $564.04 +3.28% No trades None ■ Steady-1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 20% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (0.1% 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+ 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)+ 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)+ 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%+ CTSH Cognizant Technology Solutions Corp Software services $69.34 -1.72% 50 Mixed Selling $8K(planned) ■ Steady+7.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.8% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.8% yield)+ PPC Pilgrims Pride Corp Poultry Slaughtering and Processing $27.33 -2.84% No trades None ■ Steady+10.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: High return on equity: 27%+ EG Everest Group, Ltd. Property and casualty insurance $397.57 -0.26% No trades None ▲ Accumulating+6.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (2.0% yield)+ PHM Pultegroup Inc Operative Builders $121.31 +0.14% 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 16% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.8% yield)+ EME Emcor Group, Inc. Electrical Work $665.89 +2.85% No trades None ■ Steady+0.2% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+5 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 10% in 3 yearsStrength: Little debtStrength: High return on equity: 39%Strength: Raised its dividend (0.2% yield)+ NTES NetEase, Inc. Software $118.27 -0.28% No trades None ■ Steady+1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 24%+ TSCO Tractor Supply Co Building Materials, Hardware, Garden Supply $32.53 -2.63% No trades None ■ Steady+2.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 5.1% in 3 yearsStrength: Little debtStrength: High return on equity: 45%Strength: Raised its dividend (2.8% yield)+ VIPS Vipshop Holdings Ltd Catalog & Mail-Order Houses $12.64 +0.72% 38 Selling Selling $165K ▼ Distributing-2.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 20% in 3 yearsStrength: No debt reported+ KVUE Kenvue Inc. Perfumes, Cosmetics & Other Toilet Preparations $19.50 -0.31% No trades None ▲ Accumulating+3.9% Strength: Raised its dividend (4.2% yield)Strength: Profitable+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ AMCR Amcor plc Miscellaneous Manufacturing Industries $46.19 +0.17% No trades None No 13F data Strength: Raised its dividend (5.5% yield)Strength: Profitable every year for 9 years+3 more Strength: Sales up 10% last yearStrength: Brings in more cash than it spendsStrength: Little debt+ REGN Regeneron Pharmaceuticals, Inc. Drugmakers $807.57 +0.29% 44 Mixed Selling $3.2M(planned) ■ Steady+4.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 4.3% in 3 yearsStrength: Little debt+ RS Reliance, Inc. Metals Service Centers & of Fices $421.84 +1.47% No trades None ■ Steady+0.8% 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 14% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ BALL BALL Corp Metal Cans $64.45 -0.46% No trades None ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 14% in 3 yearsStrength: Little debtStrength: Pays a 1.2% dividend yield+ CMG Chipotle Mexican Grill Inc Restaurants $28.42 +3.27% No trades None ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 4.3% in 3 yearsStrength: No debt reportedStrength: High return on equity: 47%+ STM STMicroelectronics N.V. Semiconductors $45.21 +2.70% No trades None ▲ Accumulating+54.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: Pays a 0.8% dividend yieldWarning: Revenue down 11.1% from the year before+ YUMC Yum China Holdings, Inc. Restaurants $45.53 +2.20% No trades None ■ Steady+1.1% 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: No debt reportedStrength: Raised its dividend (2.1% yield)+ LULU lululemon athletica inc. Apparel & Other Finishd Prods of Fabrics & Similar Matl $102.93 +3.96% No trades None ■ Steady-1.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 7.0% in 3 yearsStrength: No debt reportedStrength: High return on equity: 34%+ ADI Analog Devices Inc Semiconductors $407.95 +4.31% 21 Selling Selling $9.9M ▲ Accumulating+4.3% Strength: Profitable every year for 10 yearsStrength: Sales up 17% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.1% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.0% yield)+ GOLD Gold.com, Inc. Jewelry, Watches, Precious Stones & Metals $38.57 +0.39% 80 Strong buying Buying $4.0M ▲ Accumulating+4.0% Strength: ProfitableStrength: Sales up 13% last year+5 more Strength: Brings in more cash than it spendsStrength: Little debtWarning: Share count growing 7.7% a yearWarning: 1 offering filing in 6 months (may sell new shares)Warning: Auditor change+ TOL Toll Brothers, Inc. Operative Builders $140.37 +0.37% No trades None ▲ Accumulating+4.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 15% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.7% yield)+ OSK Oshkosh Corp Automakers $133.27 +1.23% No trades None ▲ Accumulating+4.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Raised its dividend (1.5% yield)+ NVR NVR Inc Operative Builders $5,731.78 -4.20% No trades None ▲ Accumulating+3.9% 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 13% in 3 yearsStrength: No debt reportedStrength: High return on equity: 33%+ CPB Campbell'S Co Food and Kindred Products $20.64 -0.39% No trades None ■ Steady+1.0% Strength: Raised its dividend (7.5% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ ISRG Intuitive Surgical Inc Orthopedic, Prosthetic & Surgical Appliances & Supplies $451.67 -0.14% 43 Mixed Selling $11.9M(planned) ■ Steady+4.8% Strength: Profitable every year for 10 yearsStrength: Sales up 21% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: No debt reported+ SEB Seaboard Corp Farm Product Raw Materials $3,862.10 -0.59% No trades None ■ Steady+2.7% 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: Pays a 0.2% dividend yield+ THO Thor Industries Inc Motor Homes $70.16 +0.10% No trades None ■ Steady+2.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Little debtStrength: Raised its dividend (2.9% yield)+ XYL Xylem Inc. Pumps & Pumping Equipment $108.30 -0.41% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Little debtStrength: Raised its dividend (1.5% yield)Warning: Share count growing 10.5% a year (dilution)Warning: 2 offering filings in 6 months (may sell new shares)+ ANET Arista Networks, Inc. Computer Communications Equipment $177.22 +2.84% 43 Mixed Selling $162.2M(planned) ▲ Accumulating+2.5% Strength: Profitable every year for 10 yearsStrength: Sales up 29% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ BEN Franklin Templeton Inc Investment Advice $31.00 -0.16% 25 Selling Selling $5.0M ■ Steady-5.4% Strength: Raised its dividend (4.1% yield)Strength: Profitable every year for 10 years+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ MNST Monster Beverage Corp Bottled & Canned Soft Drinks & Carbonated Waters $46.45 +0.54% No trades None ▲ Accumulating+3.4% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.7% in 3 yearsStrength: Little debtStrength: High return on equity: 27%+ FAST Fastenal Co Building Materials, Hardware, Garden Supply $52.48 +1.08% No trades None ▲ Accumulating+3.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 33%Strength: Raised its dividend (1.7% yield)+