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)+ 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)+ 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)+ 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)+ 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)+ 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+ 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+ OKE Oneok Inc Natural Gas Transmisison & Distribution $96.36 +0.56% No trades None ▲ Accumulating+5.5% Strength: Raised its dividend (4.3% yield)Strength: Profitable every year for 10 years+5 more Strength: Sales up 55% last yearStrength: Sales growth speeding upStrength: Brings in more cash than it spendsWarning: Share count growing 11.8% a year (dilution)Warning: 2 offering filings in 6 months (may sell new shares)+ 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)+ 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%+ ATH-PA Athene Holding Ltd. Life Insurance No recent trade No trades None No 13F data Strength: ProfitableStrength: Sales up 24% last year+1 more Strength: Brings in more cash than it spends+ 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)+ 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+ 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)+ 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%+ 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+ STLD Steel Dynamics Inc Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) $237.73 -1.63% No trades None ■ Steady+1.2% 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: Raised its dividend (0.8% yield)+ TXN Texas Instruments Inc Semiconductors $298.05 +4.61% No trades None ▲ Accumulating+3.9% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 30%Strength: Raised its dividend (1.8% yield)+ LPLA LPL Financial Holdings Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $317.12 +0.55% No trades None ■ Steady+0.9% Strength: Profitable every year for 10 yearsStrength: Sales up 37% last year+3 more Strength: High return on equity: 21%Strength: Pays a 0.4% dividend yieldWarning: Debt above equity: 1.36x+ FANG Diamondback Energy, Inc. Oil and gas $207.13 +0.65% 43 Mixed Selling $6.1M(planned) ▲ Accumulating+8.6% Strength: ProfitableStrength: Sales up 36% last year+3 more Strength: Brings in more cash than it spendsStrength: Pays a 1.9% dividend yieldWarning: Share count growing 17.9% a year (dilution)+ 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)+ AJG Arthur J. Gallagher & Co. Insurance Agents, Brokers & Service $266.73 -0.50% No trades None ▲ Accumulating+3.7% Strength: Profitable every year for 10 yearsStrength: Sales up 21% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.0% yield)+ VG Venture Global, Inc. Natural Gas Distribution $13.75 -1.86% 43 Mixed Selling $12.9M(planned) ■ Steady+1.5% Strength: Profitable, keeps 20% of sales as profitStrength: Sales up 177% last year+3 more Strength: High return on equity: 57%Strength: Pays a 0.2% dividend yieldWarning: High debt: 5.07x equity+ DASH DoorDash, Inc. Business Services $168.41 -6.12% 43 Mixed Selling $7.4M(planned) ▲ Accumulating+7.5% Strength: ProfitableStrength: Sales up 28% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedWarning: Share count growing 5.8% a year+ NOW ServiceNow, Inc. Software $158.16 -0.50% No trades None ■ Steady-1.9% Strength: ProfitableStrength: Sales up 21% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ CLS Celestica Inc Printed Circuit Boards $246.48 -5.13% No trades None ▲ Accumulating+5.0% Strength: Profitable every year for 9 yearsStrength: Sales up 29% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 6.0% in 3 yearsStrength: High return on equity: 41%+ KLAC Kla Corp Optical Instruments & Lenses $149.22 +2.51% No trades None ■ SteadyStrength: Profitable every year for 10 yearsStrength: Sales up 24% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 90%Strength: Raised its dividend (0.5% yield)+ JBHT Hunt J B Transport Services Inc Trucking $224.48 -0.73% No trades None ▲ Accumulating+3.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 7.2% in 3 yearsStrength: Pays a 0.2% dividend yield+ SHOP Shopify Inc. Software $168.21 -0.26% No trades None ■ Steady+3.7% Strength: ProfitableStrength: Sales up 30% last year+1 more Strength: Brings in more cash than it spends+ WELL Welltower Inc. REIT (real estate trust) $240.64 +1.42% No trades None ▲ Accumulating+5.1% Strength: Profitable every year for 10 yearsStrength: Sales up 36% last year+4 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.2% yield)Warning: Share count growing 13.5% a year (dilution)Warning: 1 offering filing in 6 months (may sell new shares)+ CQP Cheniere Energy Partners, L.P. Natural Gas Distribution $65.91 -0.24% No trades None ■ Steady0.0% Strength: Profitable, keeps 28% of sales as profitStrength: Sales up 24% last year+1 more Strength: Brings in more cash than it spends+ VRT Vertiv Holdings Co Electronic Components $199.81 +2.84% No trades None ■ Steady-0.2% Strength: ProfitableStrength: Sales up 28% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 42%+ 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+ TCOM Trip.com Group Ltd Business Services $39.91 +0.33% No trades None ■ Steady+1.4% Strength: Profitable, keeps 53% of sales as profitStrength: Sales up 22% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 22%+ EQT EQT Corp Oil and gas $54.84 -1.42% No trades None ■ Steady+3.3% Strength: Profitable, keeps 24% of sales as profitStrength: Sales up 64% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.2% yield)Warning: Share count growing 20.2% a year (dilution)+ NDAQ Nasdaq, Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $104.72 +2.09% 27 Selling Selling $1.7M ■ Steady+1.0% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.0% yield)Warning: Share count growing 5.1% a year+ MRVL Marvell Technology, Inc. Semiconductors $233.74 +2.29% 30 Selling Selling $5.6M ■ Steady+0.9% Strength: Profitable, keeps 33% of sales as profitStrength: Sales up 42% last year+2 more Strength: Brings in more cash than it spendsStrength: Pays a 0.1% dividend yield+ SON Sonoco Products Co Paperboard Containers & Boxes $49.31 -1.62% No trades None ▲ Accumulating+13.4% Strength: Raised its dividend (4.3% yield)Strength: Profitable+3 more Strength: Sales up 42% last yearStrength: Brings in more cash than it spendsStrength: High return on equity: 34%+ KEY Keycorp Banks $21.21 +0.62% No trades None ■ Steady+1.2% Strength: Pays a 3.9% dividend yieldStrength: Profitable, keeps 24% of sales as profit+3 more Strength: Sales up 63% last yearStrength: Brings in more cash than it spendsWarning: Share count growing 5.9% a year+ SGI Somnigroup International Inc. Household Furniture $62.15 -3.93% No trades None ▲ Accumulating+6.1% Strength: Profitable every year for 10 yearsStrength: Sales up 52% last year+3 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (1.0% yield)Warning: Share count growing 5.1% a year+ LKNCY Luckin Coffee Inc. Eating & Drinking Places No recent trade No trades None ■ Steady-3.6% Strength: ProfitableStrength: Sales up 49% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 27%+ NI Nisource Inc. Electric & Other Services Combined $43.46 +0.46% No trades None ■ Steady+1.8% Strength: ProfitableStrength: Sales up 24% last year+2 more Strength: Little debtStrength: Raised its dividend (2.6% yield)+ TOST Toast, Inc. Data processing and cloud $32.14 -1.74% 21 Selling Selling $1.9M ▲ Accumulating+8.4% Strength: ProfitableStrength: Sales up 24% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedWarning: Share count growing 5.9% a year+ ARES Ares Management Corp Investment Advice $121.87 -0.17% No trades None ▲ Accumulating+6.3% Strength: Profitable every year for 10 yearsStrength: Sales up 44% last year+1 more Strength: Brings in more cash than it spends+ APP AppLovin Corp Internet and software services $260.71 +0.20% No trades None ▲ Accumulating+7.0% Strength: Profitable, keeps 61% of sales as profitStrength: Sales up 70% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.0% in 3 years+ ONC BeOne Medicines Ltd. Drugmakers $371.05 -1.78% 43 Mixed Selling $22.6M(planned) ■ Steady+0.4% Strength: ProfitableStrength: Sales up 40% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ AR Antero Resources Corp Oil and gas $41.52 +3.28% No trades None ▲ Accumulating+2.5% Strength: ProfitableStrength: Sales up 22% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.1% in 3 yearsStrength: Little debt+ FSLR First Solar, Inc. Semiconductors $168.16 -2.25% 47 Mixed Selling $139K(planned) ▲ Accumulating+6.1% Strength: Profitable, keeps 29% of sales as profitStrength: Sales up 24% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ INCY Incyte Corp Commercial Physical & Biological Research $113.28 -2.13% 46 Mixed Selling $298K(planned) ■ Steady+0.3% Strength: Profitable, keeps 25% of sales as profitStrength: Sales up 21% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 10% in 3 yearsStrength: No debt reportedStrength: High return on equity: 30%+ GEN Gen Digital Inc. Software $24.41 -1.93% No trades None ▲ Accumulating+3.9% Strength: Profitable, keeps 20% of sales as profitStrength: Sales up 27% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 43%Strength: Pays a 2.0% dividend yieldWarning: High debt: 3.61x equity+ ARM ARM Holdings PLC Semiconductors $223.30 +6.13% No trades None ▲ Accumulating+13.4% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 23% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ BAM Brookfield Asset Management Ltd. Investment Advice $47.06 +0.06% No trades None ■ Steady+0.6% Strength: Profitable, keeps 50% of sales as profitStrength: Sales up 21% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 28%+ FIVE FIVE Below, Inc Variety Stores $229.94 +3.07% No trades None ■ Steady0.0% Strength: Profitable every year for 10 yearsStrength: Sales up 23% last year+1 more Strength: Brings in more cash than it spends+ FN Fabrinet Telephone & Telegraph Apparatus $325.35 +3.29% No trades None ■ Steady-6.7% Strength: Profitable every year for 8 yearsStrength: Sales up 36% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 24%+ HEI Heico Corp Aircraft Engines & Engine Parts $309.67 +4.08% 94 Strong buying Buying $1.4M ▲ Accumulating+5.4% Strength: Profitable every year for 10 yearsStrength: Sales up 16% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (0.1% yield)+ FWONA Liberty Media Corp Television Broadcasting Stations $82.28 +0.01% No trades None ▲ Accumulating+10.6% Strength: ProfitableStrength: Sales up 23% last year+ PLTR Palantir Technologies Inc. Software $198.85 +1.06% 43 Mixed Selling $8.2M(planned) ▲ Accumulating+10.9% Strength: Profitable, keeps 36% of sales as profitStrength: Sales up 56% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 26%+ HOOD Robinhood Markets, Inc. Security Brokers, Dealers & Flotation Companies $92.86 -2.32% 43 Mixed Selling $50.4M(planned) ▲ Accumulating+9.5% Strength: Profitable, keeps 42% of sales as profitStrength: Sales up 52% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 23%+ MLI Mueller Industries Inc Rolling Drawing & Extruding of Nonferrous Metals $54.40 +0.52% No trades None ▲ Accumulating+6.7% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 26%Strength: Raised its dividend (1.8% yield)+ NVT nVent Electric plc Special Industry Machinery $129.10 +2.94% No trades None ■ Steady+0.3% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 30% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.6% yield)+ EVR Evercore Inc. Investment Advice $257.50 +2.21% No trades None ▲ Accumulating+2.0% Strength: Profitable every year for 10 yearsStrength: Sales up 30% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 32%Strength: Raised its dividend (1.3% yield)+ ECG Everus Construction Group, Inc. Operative Builders $98.21 +3.52% No trades None ▲ Accumulating+2.2% Strength: ProfitableStrength: Sales up 32% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 38%+ WTM White Mountains Insurance Group Ltd Property and casualty insurance $2,229.34 +0.19% No trades None No 13F data Strength: Profitable, keeps 30% of sales as profitStrength: Sales up 67% 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: 22%Strength: Pays a 0.0% dividend yield+ ALNY Alnylam Pharmaceuticals, Inc. Drugmakers $227.55 +1.59% 35 Selling Selling $399K ■ Steady-6.2% Strength: ProfitableStrength: Sales up 65% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 73%+ SOFI SoFi Technologies, Inc. Finance Services $14.46 -1.09% 47 Mixed Selling $150K(planned) ■ Steady-7.1% Strength: ProfitableStrength: Sales up 35% last year+2 more Strength: Sales growth speeding upWarning: Share count growing 10.8% a year (dilution)+ NXT Nextpower Inc. Semiconductors $76.49 -3.01% No trades None ■ Steady+0.2% Strength: Profitable, keeps 17% of sales as profitStrength: Sales up 20% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 33%+ SPNT SiriusPoint Ltd Property and casualty insurance $25.78 +0.12% No trades None ■ Steady-0.2% Strength: ProfitableStrength: Sales up 23% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 24% in 3 yearsStrength: Little debtStrength: High return on equity: 21%+ KTB Kontoor Brands, Inc. Men'S & Boys' Furnishgs, Work Clothg, & Allied Garments $75.63 -0.49% No trades None ▲ Accumulating+7.2% Strength: Profitable every year for 9 yearsStrength: Sales up 21% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 47%Strength: Raised its dividend (2.8% yield)Warning: High debt: 2.02x equity+ ENVA Enova International, Inc. Personal Credit Institutions $170.06 +3.06% No trades None ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Sales up 19% last year+5 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 20% in 3 yearsStrength: High return on equity: 24%Warning: High debt: 3.37x equity+ TAL TAL Education Group Educational Services $10.23 +0.59% No trades None ■ Steady+11.8% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 34% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.2% in 3 yearsStrength: No debt reported+ BGC BGC Group, Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $11.79 +0.08% No trades None ▲ Accumulating+3.4% Strength: Profitable every year for 10 yearsStrength: Sales up 30% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.7% in 3 yearsStrength: Raised its dividend (0.7% yield)+ FUTU Futu Holdings Ltd Security Brokers, Dealers & Flotation Companies $101.32 +2.13% No trades None ■ Steady+9.1% Strength: Profitable, keeps 50% of sales as profitStrength: Sales up 68% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 33%+ HG Hamilton Insurance Group, Ltd. Property and casualty insurance $36.33 +0.06% No trades None ■ Steady+1.3% Strength: Profitable, keeps 29% of sales as profitStrength: Sales up 25% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 33%+ OWL Blue OWL Capital Inc. Investment Advice $9.33 -0.32% No trades None ■ Steady-6.0% Strength: Raised its dividend (9.2% yield)Strength: Profitable+4 more Strength: Sales up 25% last yearStrength: Brings in more cash than it spendsWarning: Share count growing 15.2% a year (dilution)Warning: 2 offering filings in 6 months (may sell new shares)+ NBIX Neurocrine Biosciences Inc Biotech $145.97 +2.32% No trades None ■ Steady+1.3% Strength: Profitable, keeps 17% of sales as profitStrength: Sales up 21% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ MPWR Monolithic Power Systems, Inc. Semiconductors $1,167.45 +2.35% 43 Mixed Selling $40.3M(planned) ▲ Accumulating+3.1% Strength: Profitable every year for 10 yearsStrength: Sales up 26% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: Raised its dividend (0.5% yield)+ PODD Insulet Corp Surgical & Medical Instruments & Apparatus $149.35 +0.24% No trades None ▲ Accumulating+3.0% Strength: ProfitableStrength: Sales up 31% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ UI Ubiquiti Inc. Radio & Tv Broadcasting & Communications Equipment $584.92 -0.44% No trades None ■ Steady+9.2% Strength: Profitable every year for 10 yearsStrength: Sales up 33% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 109%Strength: Pays a dividend+ ESI Element Solutions Inc Miscellaneous Chemical Products $33.52 +0.93% No trades None ■ Steady+0.8% Strength: ProfitableStrength: Pays a 1.0% dividend yield+ MEDP Medpace Holdings, Inc. Commercial Physical & Biological Research $676.85 +1.13% 23 Selling Selling $31.9M ■ Steady+2.9% Strength: Profitable every year for 10 yearsStrength: Sales up 20% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 12% in 3 yearsStrength: High return on equity: 70%+ FTAI FTAI Aviation Ltd. Miscellaneous Equipment Rental & Leasing $157.54 +2.07% No trades None No 13F data Strength: Profitable, keeps 20% of sales as profitStrength: Sales up 45% last year+2 more Strength: Raised its dividend (0.9% yield)Warning: High debt: 10.32x equity+ PLUS Eplus Inc Computers & Peripheral Equipment & Software $96.50 +1.14% 46 Mixed Selling $482K(planned) ■ Steady-0.9% Strength: Profitable every year for 10 yearsStrength: Sales up 22% last year+2 more Strength: Little debtStrength: Pays a 0.8% dividend yield+ HIMS Hims & Hers Health, Inc. Offices & Clinics of Doctors of Medicine $27.58 -0.43% 46 Mixed Selling $261K(planned) ▲ Accumulating+4.8% Strength: ProfitableStrength: Sales up 59% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 25%Warning: Share count growing 8.1% a year+ CNX CNX Resources Corp Oil and gas $37.65 +2.98% No trades None ■ Steady-1.4% Strength: Profitable, keeps 28% of sales as profitStrength: Sales up 77% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 15% in 3 years+ UNIT Uniti Group Inc. Telecom $4.83 -4.73% No trades None ■ Steady-1.3% Strength: Profitable, keeps 58% of sales as profitStrength: Sales up 92% last year+2 more Strength: Brings in more cash than it spendsWarning: High debt: 25.06x equity+ CRK Comstock Resources Inc Oil and gas $14.34 +1.34% No trades None ▲ Accumulating+7.7% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 77% last year+ RDDT Reddit, Inc. Data processing and cloud $138.41 -4.05% 43 Mixed Selling $14.3M(planned) ▲ Accumulating+5.7% Strength: Profitable, keeps 24% of sales as profitStrength: Sales up 69% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 12% in 3 yearsStrength: No debt reportedStrength: High return on equity: 21%+ CDE Coeur Mining, Inc. Gold and Silver Ores $13.65 +1.41% No trades None ▲ Accumulating+3.0% Strength: Profitable, keeps 28% of sales as profitStrength: Sales up 96% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 26%+ PFSI PennyMac Financial Services, Inc. Mortgage Bankers & Loan Correspondents $63.15 -0.80% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Sales up 28% last year+2 more Strength: Buying back shares: share count down 3.7% in 3 yearsStrength: Raised its dividend (1.9% yield)+ ATLC Atlanticus Holdings Corp Personal Credit Institutions $87.19 +1.29% No trades None ▲ Accumulating+8.2% Strength: ProfitableStrength: Sales up 50% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 22%+ PIPR Piper Sandler Companies Security Brokers, Dealers & Flotation Companies $64.91 +0.42% No trades None ▲ Accumulating+2.9% Strength: Raised its dividend (8.8% yield)Strength: Profitable+4 more Strength: Sales up 24% last yearStrength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 22%+ DEC Diversified Energy Co Oil and gas $14.45 -1.57% No trades None ▲ Accumulating+2.4% Strength: Profitable, keeps 19% of sales as profitStrength: Sales up 142% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 49%Warning: High debt: 2.76x equity+ AEIS Advanced Energy Industries Inc Electronic Components $221.20 +2.10% 48 Mixed Selling $82K(planned) ■ Steady-1.6% Strength: Profitable every year for 10 yearsStrength: Sales up 21% last year+2 more Strength: Brings in more cash than it spendsStrength: Pays a 0.0% dividend yield+ ECPG Encore Capital Group Inc Short-Term Business Credit Institutions $99.60 +1.92% No trades None ■ Steady+0.6% Strength: ProfitableStrength: Sales up 34% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.8% in 3 years+ PTCT PTC Therapeutics, Inc. Drugmakers $61.06 +0.78% 45 Mixed Selling $1.2M(planned) ▲ Accumulating+5.0% Strength: Profitable, keeps 40% of sales as profitStrength: Sales up 115% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 7.2% a year+ SSRM SSR Mining Inc. Mineral Royalty Traders $28.39 +0.07% No trades None ▲ Accumulating+2.3% Strength: Profitable, keeps 24% of sales as profitStrength: Sales up 64% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ AROC Archrock, Inc. Natural Gas Transmission $29.99 +3.06% No trades None ▲ Accumulating+3.3% Strength: Profitable, keeps 22% of sales as profitStrength: Sales up 29% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 23%Strength: Raised its dividend (2.7% yield)+ AAON AAON, Inc. Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip $70.83 +2.85% No trades None ■ Steady-6.6% Strength: Profitable every year for 10 yearsStrength: Sales up 20% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.6% yield)+ HL Hecla Mining Co Mining & Quarrying of Nonmetallic Minerals $13.98 +0.87% No trades None ■ Steady+0.7% Strength: Profitable, keeps 23% of sales as profitStrength: Sales up 53% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Pays a 0.1% dividend yieldWarning: Share count growing 5.6% a year+ GPOR Gulfport Energy Corp Oil and gas $165.94 -0.20% No trades None ▲ Accumulating+8.8% Strength: Profitable, keeps 30% of sales as profitStrength: Sales up 49% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.4% in 3 yearsStrength: High return on equity: 24%+ ADUS Addus HomeCare Corp Home Health Care Services $121.11 -0.43% No trades None ■ Steady+1.0% Strength: Profitable every year for 10 yearsStrength: Sales up 23% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ SKWD Skyward Specialty Insurance Group, Inc. Property and casualty insurance $60.10 -0.53% No trades None ▲ Accumulating+3.9% Strength: ProfitableStrength: Sales up 23% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtWarning: Share count growing 8.6% a year+ ATAT Atour Lifestyle Holdings Ltd Hotels & Motels $32.64 +3.65% No trades None ■ Steady-6.3% Strength: Profitable, keeps 17% of sales as profitStrength: Sales up 41% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 51%+ HALO Halozyme Therapeutics, Inc. Biotech $127.96 +1.89% 43 Mixed Selling $7.2M(planned) ▲ Accumulating+3.3% Strength: Profitable, keeps 23% of sales as profitStrength: Sales up 38% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 12% in 3 yearsStrength: High return on equity: 154%Warning: High debt: 43.89x equity+ CRDO Credo Technology Group Holding Ltd Semiconductors $151.15 +2.64% 25 Selling Selling $38.4M No 13F data Strength: Profitable, keeps 35% of sales as profitStrength: Sales up 206% last year+4 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 38%Warning: Share count growing 8.7% a year+ VCTR Victory Capital Holdings, Inc. Investment Advice $109.02 +1.37% No trades None ■ Steady-6.8% Strength: Profitable, keeps 25% of sales as profitStrength: Sales up 46% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.2% in 3 yearsStrength: Raised its dividend (1.8% yield)+ PGY Pagaya Technologies Ltd. Finance Services $18.88 -1.15% 28 Selling Selling $326K No 13F data Strength: ProfitableStrength: Sales up 26% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 20%+ DTM DT Midstream, Inc. Natural Gas Transmission $126.96 +2.46% No trades None ▲ Accumulating+4.4% Strength: Profitable, keeps 36% of sales as profitStrength: Sales up 27% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (2.6% yield)+ MNDY monday.com Ltd. Software $103.94 -2.48% 47 Mixed Selling $200K(planned) No 13F data Strength: ProfitableStrength: Sales up 27% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ EE Excelerate Energy, Inc. Natural Gas Distribution $32.52 +0.37% No trades None ■ Steady+0.4% Strength: ProfitableStrength: Sales up 44% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 5.3% a year+ GWRE Guidewire Software, Inc. Software $183.90 -2.70% 44 Mixed Selling $3.9M(planned) ■ Steady-0.7% Strength: ProfitableStrength: Sales up 23% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ PAY Paymentus Holdings, Inc. Business Services $32.49 -2.55% No trades None ▲ Accumulating+3.9% Strength: ProfitableStrength: Sales up 37% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ CAVA CAVA Group, Inc. Restaurants $51.50 -3.74% No trades None ▼ Distributing-6.4% Strength: ProfitableStrength: Sales up 22% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ MNR Mach Natural Resources LP Oil and gas $10.57 -2.67% No trades None ■ Steady-9.9% Strength: ProfitableStrength: Sales up 21% last year+1 more Strength: Brings in more cash than it spends+ SLDE Slide Insurance Holdings, Inc. Property and casualty insurance $29.07 +1.82% 46 Mixed Selling $379K(planned) ▲ Accumulating+7.8% Strength: Profitable, keeps 38% of sales as profitStrength: Sales up 37% last year+4 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 57%+ NVAX Novavax Inc Biotech $9.40 -2.99% No trades None ■ Steady+0.6% Strength: Profitable, keeps 39% of sales as profitStrength: Sales up 65% last year+1 more Warning: Owes more than it owns (negative equity)+ TREE LendingTree, Inc. Loan Brokers $26.25 -2.16% No trades None ▲ Accumulating+4.0% Strength: ProfitableStrength: Sales up 24% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 76%+ AGO Assured Guaranty Ltd Surety Insurance $70.13 +1.07% No trades None ■ Steady+0.7% Strength: Profitable every year for 10 yearsStrength: Sales up 27% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 24% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.9% yield)+ XYF X Financial Finance Services $4.84 +0.83% No trades None ▼ Distributing-31.7% Strength: Profitable, keeps 19% of sales as profitStrength: Sales up 36% last year+5 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 23% in 3 yearsStrength: No debt reportedStrength: High return on equity: 20%Strength: Raised its dividend+ CSW CSW Industrials, Inc. Adhesives & Sealants $298.42 +0.90% 46 Mixed Selling $431K(planned) ■ Steady-1.5% Strength: ProfitableStrength: Sales up 23% last year+1 more Strength: Brings in more cash than it spends+ UPST Upstart Holdings, Inc. Finance Services $23.00 -3.24% No trades None ▲ Accumulating+3.2% Strength: ProfitableStrength: Sales up 64% last year+1 more Warning: Share count growing 5.1% a year+ DUOL Duolingo, Inc. Software $138.64 -3.03% 43 Mixed Selling $16.7M(planned) ▲ Accumulating+3.9% Strength: Profitable, keeps 40% of sales as profitStrength: Sales up 39% last year+4 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 38%Warning: Share count growing 7% a year+ RGLD Royal Gold Inc Mineral Royalty Traders $234.07 +2.92% 46 Mixed Selling $568K(planned) ■ Steady+2.6% Strength: Profitable, keeps 45% of sales as profitStrength: Sales up 43% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (0.8% yield)+ HAPN Happen, Inc. Personal Credit Institutions $13.78 -2.20% No trades None ■ Steady+1.4% Strength: ProfitableStrength: Sales up 27% last year+1 more Strength: No debt reported+ INVX Innovex International, Inc. Oil & Gas Field Machinery & Equipment $30.70 +2.57% No trades None ■ Steady+1.7% Strength: ProfitableStrength: Sales up 48% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtWarning: Share count growing 30.2% a year (dilution)+ PRGS Progress Software Corp Software $46.30 -0.28% 46 Mixed Selling $261K(planned) ▲ Accumulating+5.4% Strength: ProfitableStrength: Sales up 30% last year+2 more Strength: Brings in more cash than it spendsWarning: High debt: 2.93x equity+ GLBE Global-E Online Ltd. Software $41.81 +1.28% 43 Mixed Selling $5.1M(planned) ■ Steady+0.2% Strength: ProfitableStrength: Sales up 28% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ HCI HCI Group, Inc. Property and casualty insurance $202.89 -0.63% No trades None ■ Steady-2.7% Strength: Profitable, keeps 36% of sales as profitStrength: Sales up 20% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 43%Strength: Pays a 0.8% dividend yieldWarning: Share count growing 13.5% a year (dilution)+ ANIP Ani Pharmaceuticals Inc Drugmakers $72.51 -0.12% 46 Mixed Selling $633K(planned) ■ Steady-1.3% Strength: ProfitableStrength: Sales up 44% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 9.3% a year+ NVMI Nova Ltd. Optical Instruments & Lenses $316.46 +1.65% No trades None ■ Steady-2.1% Strength: Profitable every year for 10 yearsStrength: Sales up 31% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 23%+ PLMR Palomar Holdings, Inc. Property and casualty insurance $141.05 -0.61% 46 Mixed Selling $484K(planned) ■ Steady-1.6% Strength: Profitable every year for 9 yearsStrength: Sales up 58% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 24%+ NUTX Nutex Health Inc. Business Services $208.36 -0.48% No trades None ▲ Accumulating+5.7% Strength: ProfitableStrength: Sales up 82% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 31%Warning: Share count growing 16.9% a year (dilution)+ BCRX Biocryst Pharmaceuticals Inc Biotech $7.89 +3.14% No trades None ▲ Accumulating+6.3% Strength: Profitable, keeps 30% of sales as profitStrength: Sales up 94% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedWarning: Share count growing 5.6% a year+ HRMY Harmony Biosciences Holdings, Inc. Drugmakers $36.83 +2.02% No trades None ■ Steady-2.8% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 22% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.2% in 3 yearsStrength: Little debtStrength: High return on equity: 21%+ ALAB Astera Labs, Inc. Semiconductors $259.38 +0.80% 43 Mixed Selling $4.7M(planned) ▲ Accumulating+6.2% Strength: Profitable, keeps 26% of sales as profitStrength: Sales up 115% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ PRDO Perdoceo Education Corp Educational Services $32.69 -3.51% No trades None ■ Steady+1.8% Strength: Profitable, keeps 19% of sales as profitStrength: Sales up 24% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.2% in 3 yearsStrength: Raised its dividend (1.7% yield)+ INSW International Seaways, Inc. Water Transportation $113.76 +2.70% 21 Selling Selling $107.5M ▲ Accumulating+5.3% Strength: Profitable, keeps 37% of sales as profitStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: Pays a 2.6% dividend yieldWarning: Revenue down 11.4% from the year before+ NRDS Nerdwallet, Inc. Data processing and cloud $10.82 -1.10% No trades None ▼ Distributing-10.1% Strength: ProfitableStrength: Sales up 22% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ ODD Oddity Tech Ltd Perfumes, Cosmetics & Other Toilet Preparations $22.40 -1.06% No trades None ▲ Accumulating+9.3% Strength: ProfitableStrength: Sales up 25% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 33%+ COLL Collegium Pharmaceutical, Inc Drugmakers $23.23 +1.22% No trades None ▲ Accumulating+3.8% Strength: ProfitableStrength: Sales up 24% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 24%Warning: Share count growing 5.5% a year+ CECO CECO Environmental Corp Industrial & Commercial Fans & Blowers & Air Purifing Equip $47.57 -3.10% No trades None ▲ Accumulating+65.3% Strength: ProfitableStrength: Sales up 39% last year+ CLSK Cleanspark, Inc. Finance Services $7.78 -1.27% 48 Mixed Selling $41K(planned) ▲ Accumulating+8.6% Strength: Profitable, keeps 48% of sales as profitStrength: Sales up 102% last year+3 more Strength: Buying back shares: share count down 6.8% in 3 yearsStrength: High return on equity: 21%Warning: Debt above equity: 1.29x+ FLOC Flowco Holdings Inc. Oil & Gas Field Machinery & Equipment $19.68 +0.20% No trades None ▲ Accumulating+21.7% Strength: ProfitableStrength: Sales up 42% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 36%Strength: Pays a 0.4% dividend yield+ VITL Vital Farms, Inc. Food and Kindred Products $8.96 -1.75% No trades None ▼ Distributing-24.5% Strength: Profitable every year for 8 yearsStrength: Sales up 25% last year+2 more Strength: No debt reportedStrength: High return on equity: 21%+ WLFC Willis Lease Finance Corp Machinery, Equipment & Supplies $38.50 -1.18% No trades None ▲ Accumulating+24.7% Strength: Profitable every year for 10 yearsStrength: Sales up 28% last year+3 more Strength: Brings in more cash than it spendsStrength: Pays a dividendWarning: High debt: 4.08x equity+ PSIX Power Solutions International, Inc. Engines & Turbines $47.16 +3.56% No trades None ■ Steady+22.5% Strength: Profitable, keeps 16% of sales as profitStrength: Sales up 52% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 94%+ BUSE First Busey Corp Banks $30.40 +0.26% 48 Mixed Selling $42K(planned) ■ Steady+1.6% Strength: Raised its dividend (3.3% yield)Strength: Profitable every year for 10 years+4 more Strength: Sales up 56% last yearStrength: Brings in more cash than it spendsStrength: Little debtWarning: Share count growing 14.9% a year (dilution)+ RMBS Rambus Inc Semiconductors $90.37 +5.54% 46 Mixed Selling $555K(planned) ■ Steady-2.3% Strength: Profitable, keeps 33% of sales as profitStrength: Sales up 27% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ EVER EverQuote, Inc. Internet and software services $22.35 -1.63% 46 Mixed Selling $603K(planned) ▲ Accumulating+4.0% Strength: ProfitableStrength: Sales up 39% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 53%+ PHXE-P Phoenix Energy One, LLC Oil and gas No recent trade No trades None No 13F data Strength: ProfitableStrength: Sales up 144% last year+2 more Strength: Brings in more cash than it spendsWarning: High debt: 40.57x equity+ WLDN Willdan Group, Inc. Engineering Services $71.89 -0.90% No trades None ▲ Accumulating+18.4% Strength: ProfitableStrength: Sales up 21% last year+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ KNSA Kiniksa Pharmaceuticals International, plc Drugmakers $72.95 -4.90% No trades None No 13F data Strength: ProfitableStrength: Sales up 60% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ BELFA Bel Fuse Inc Electronic Coils, Transformers & Other Inductors $166.31 +3.67% No trades None ▲ Accumulating+16.3% Strength: ProfitableStrength: Sales up 26% last year+1 more Strength: Brings in more cash than it spends+ IIIN Insteel Industries Inc Steel Works, Blast Furnaces & Rolling & Finishing Mills $28.10 +1.30% No trades None ▲ Accumulating+4.4% Strength: Pays a 4.0% dividend yieldStrength: Profitable every year for 10 years+2 more Strength: Sales up 22% last yearStrength: Brings in more cash than it spends+ LMB Limbach Holdings, Inc. Construction - Special Trade Contractors $48.41 +1.83% No trades None ■ Steady-5.6% Strength: ProfitableStrength: Sales up 25% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 22%+ TGTX TG Therapeutics, Inc. Drugmakers $54.81 +1.26% No trades None ▲ Accumulating+5.4% Strength: Profitable, keeps 73% of sales as profitStrength: Sales up 87% last year+2 more Strength: High return on equity: 103%Warning: Share count growing 6% a year+ JCAP Jefferson Capital, Inc. / De Short-Term Business Credit Institutions $20.15 -1.37% No trades None ▲ Accumulating+4.8% Strength: Pays a 4.9% dividend yieldStrength: Profitable, keeps 31% of sales as profit+4 more Strength: Sales up 42% last yearStrength: Brings in more cash than it spendsStrength: High return on equity: 44%Warning: High debt: 3.68x equity+ TIGR Up Fintech Holding Ltd Security Brokers, Dealers & Flotation Companies $4.08 +0.74% No trades None ■ Steady+6.6% Strength: Profitable, keeps 28% of sales as profitStrength: Sales up 56% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 23%Warning: Share count growing 6.9% a year+ TMDX TransMedics Group, Inc. Electromedical & Electrotherapeutic Apparatus $70.57 -0.14% No trades None ▼ Distributing-4.3% Strength: Profitable, keeps 31% of sales as profitStrength: Sales up 37% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 54%Warning: Share count growing 11.1% a year (dilution)+ MRP Millrose Properties, Inc. Real Estate $23.92 +0.29% No trades None ▲ Accumulating+4.6% Strength: Pays a 10.7% dividend yieldStrength: Profitable, keeps 63% of sales as profit+2 more Strength: Brings in more cash than it spendsStrength: Little debt+ KN Knowles Corp Household Audio & Video Equipment $32.65 +1.40% No trades None ■ Steady+0.8% Strength: ProfitableStrength: Sales growth speeding up+2 more Strength: Buying back shares: share count down 5.2% in 3 yearsStrength: Little debt+ NVGS Navigator Holdings Ltd. Deep Sea Foreign Transportation of Freight $21.69 -0.91% No trades None ▲ Accumulating+6.5% Strength: Profitable, keeps 17% of sales as profitStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 15% in 3 yearsStrength: Little debt+ WDH Waterdrop Inc. Insurance Agents, Brokers & Service $1.00 -0.99% No trades None ■ Steady+1.8% Strength: ProfitableStrength: Sales up 50% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.7% in 3 yearsStrength: No debt reported+ RLX RLX Technology Inc. Cigarettes $1.66 +2.47% No trades None ■ Steady-0.4% Strength: Pays a 6.6% dividend yieldStrength: Profitable, keeps 23% of sales as profit+4 more Strength: Sales up 50% last yearStrength: Brings in more cash than it spendsStrength: Buying back shares: share count down 7.8% in 3 yearsStrength: No debt reported+ DAVE Dave Inc. Finance Services $323.02 -8.89% No trades None ▲ Accumulating+15.3% Strength: Profitable, keeps 35% of sales as profitStrength: Sales up 60% last year+4 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 73%Warning: Share count growing 7.7% a year+ BOW Bowhead Specialty Holdings Inc. Property and casualty insurance $34.12 +0.24% No trades None ■ Steady+1.1% Strength: ProfitableStrength: Sales up 30% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 12% a year (dilution)+ NBIS Nebius Group N.V. Internet and software services $153.10 -3.54% 28 Selling Selling $139.4M ▲ Accumulating+33.1% Strength: Profitable, keeps 16% of sales as profitStrength: Sales up 479% last year+1 more Strength: Buying back shares: share count down 31% in 3 years+ JOE ST JOE Co Land Subdividers & Developers $68.14 +0.78% No trades None ■ Steady+0.1% Strength: Profitable every year for 10 yearsStrength: Sales up 27% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.9% yield)+ FIGR Figure Technology Solutions, Inc. Loan Brokers $21.89 -5.52% No trades None ▲ Accumulating+16.1% Strength: Profitable, keeps 26% of sales as profitStrength: Sales up 49% last year+1 more Strength: Brings in more cash than it spends+ NPK National Presto Industries Inc Ordnance & Accessories, $151.69 +2.02% No trades None ▲ Accumulating+6.3% Strength: Profitable every year for 10 yearsStrength: Sales up 30% last year+1 more Strength: No debt reported+ IREN IREN Ltd Finance Services $25.44 +2.13% No trades None No 13F data Strength: Profitable, keeps 17% of sales as profitStrength: Sales up 168% last year+ FOA Finance of America Companies Inc. Mortgage Bankers & Loan Correspondents $11.01 -3.76% 47 Mixed Selling $149K(planned) ▲ Accumulating+5.3% Strength: ProfitableStrength: Sales up 26% last year+ LIF Life360, Inc. Data processing and cloud $44.09 -2.54% 44 Mixed Selling $2.6M(planned) ▲ Accumulating+4.4% Strength: Profitable, keeps 31% of sales as profitStrength: Sales up 32% last year+4 more Strength: Brings in more cash than it spendsStrength: No debt reportedStrength: High return on equity: 33%Warning: Share count growing 10.7% a year (dilution)+ GABC German American Bancorp, Inc. Banks $51.12 +0.61% 75 Buying Buying $17K ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Sales up 38% last year+4 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (2.3% yield)Warning: Share count growing 7.7% a year+ LPG Dorian LPG Ltd. Deep Sea Foreign Transportation of Freight $55.18 +2.05% No trades None ▲ Accumulating+8.4% Strength: Pays a 4.4% dividend yieldStrength: Profitable, keeps 40% of sales as profit+2 more Strength: Sales up 36% last yearStrength: Brings in more cash than it spends+ LQDT Liquidity Services Inc Business Services $45.47 +1.38% 49 Mixed Selling $31K(planned) ■ Steady+1.6% Strength: ProfitableStrength: Sales up 31% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 3.9% in 3 yearsStrength: No debt reported+ CTRE CareTrust REIT, Inc. REIT (real estate trust) $36.95 +0.93% No trades None ▲ Accumulating+8.8% Strength: Raised its dividend (3.6% yield)Strength: Profitable, keeps 67% of sales as profit+3 more Strength: Sales up 61% last yearStrength: Brings in more cash than it spendsStrength: Little debt+ TRNO Terreno Realty Corp Real Estate $65.03 -0.21% No trades None ▲ Accumulating+3.1% Strength: Raised its dividend (3.1% yield)Strength: Profitable every year for 10 years+4 more Strength: Sales up 25% last yearStrength: Brings in more cash than it spendsStrength: Little debtWarning: Share count growing 10.8% a year (dilution)+ HIPO Hippo Holdings Inc. Property and casualty insurance $38.50 +0.29% 47 Mixed Selling $212K(planned) ▲ Accumulating+9.3% Strength: ProfitableStrength: Sales up 26% last year+1 more Strength: Brings in more cash than it spends+ TPB Turning Point Brands, Inc. Tobacco Products $65.32 +2.08% No trades None ▲ Accumulating+8.4% Strength: Profitable every year for 10 yearsStrength: Sales up 28% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.5% yield)+ CDNL Cardinal Infrastructure Group Inc. Heavy Construction Other Than Bldg Const - Contractors $14.56 +5.58% No trades None ▲ Accumulating+46.3% Strength: ProfitableStrength: Sales up 45% last year+2 more Strength: High return on equity: 39%Warning: High debt: 2.07x equity+ VICR Vicor Corp Electronic Components $194.97 +10.87% 43 Mixed Selling $13.5M(planned) ▲ Accumulating+4.7% Strength: Profitable, keeps 26% of sales as profitStrength: Sales up 26% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: No debt reported+ PRSU Pursuit Attractions & Hospitality, Inc. Miscellaneous Amusement & Recreation $54.92 +0.04% No trades None ■ Steady-0.8% Strength: ProfitableStrength: Sales up 23% last year+2 more Strength: Little debtWarning: Share count growing 11.3% a year (dilution)+ SOGP Sound Group Inc. Internet and software services $11.63 +3.84% No trades None ■ Steady-1.2% Strength: ProfitableStrength: Sales up 59% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.2% in 3 yearsStrength: High return on equity: 70%+ GRND Grindr Inc. Internet and software services $13.11 -4.10% 43 Mixed Selling $14.2M(planned) ▲ Accumulating+14.0% Strength: Profitable, keeps 22% of sales as profitStrength: Sales up 28% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 7% a year+ HSAI Hesai Group General Industrial Machinery & Equipment $13.71 +4.34% No trades None ■ Steady-13.1% Strength: ProfitableStrength: Sales up 52% last year+2 more Strength: Little debtWarning: Share count growing 8.2% a year+ EACO EACO Corp Electronic Parts & Equipment No recent trade No trades None No 13F data Strength: Profitable every year for 10 yearsStrength: Sales up 20% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 22%+ TOYO TOYO Co., Ltd Semiconductors $3.84 -2.78% No trades None No 13F data Strength: ProfitableStrength: Sales up 142% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 47%+ ASIC Ategrity Specialty Insurance Co Holdings Property and casualty insurance $23.90 -1.08% 62 Buying Buying $24K ■ Steady-7.0% Strength: Profitable, keeps 17% of sales as profitStrength: Sales up 23% last year+1 more Strength: Brings in more cash than it spends+ AVPT AvePoint, Inc. Software $16.84 +2.00% 44 Mixed Selling $2.3M(planned) ▲ Accumulating+7.1% Strength: ProfitableStrength: Sales up 27% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedWarning: Share count growing 8% a year+ MDXG Mimedx Group, Inc. Surgical & Medical Instruments & Apparatus $3.86 -1.28% No trades None ▲ Accumulating+3.5% Strength: ProfitableStrength: Sales up 20% last year+5 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: High return on equity: 22%Warning: Share count growing 9.9% a yearWarning: 1 offering filing in 6 months (may sell new shares)+ HASI Ha Sustainable Infrastructure Capital, Inc. Investors $36.16 -0.41% No trades None ▲ Accumulating+4.5% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+3 more Strength: Brings in more cash than it spendsWarning: Share count growing 15.1% a year (dilution)Warning: 1 offering filing in 6 months (may sell new shares)+ GLNG Golar LNG Ltd Water Transportation $45.22 -0.81% No trades None ■ Steady0.0% Strength: Profitable, keeps 17% of sales as profitStrength: Sales up 51% last year+ KRYS Krystal Biotech, Inc. Biotech $313.70 +0.71% No trades None ▲ Accumulating+6.8% Strength: Profitable, keeps 53% of sales as profitStrength: Sales up 34% last year+3 more Strength: Brings in more cash than it spendsStrength: No debt reportedWarning: Share count growing 5.5% a year+ LIFE Ethos Technologies Inc. Insurance Agents, Brokers & Service $42.28 -1.95% 43 Mixed Selling $9.1M(planned) ▼ Distributing-6.5% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 52% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ RENT Rent the Runway, Inc. Retail Stores $2.81 +22.71% 86 Strong buying Buying $6.1M ▲ Accumulating+8.2% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Warning: 6 offering filings in 6 months (may sell new shares)+