AMZN Amazon Com Inc Catalog & Mail-Order Houses $254.69 +0.61% 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 $118.87 -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)+ AAPL Apple Inc. Computers and devices $343.77 -0.96% 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 $961.18 -0.59% 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 $325.37 +1.47% 49 Mixed Selling $28K(planned) ■ Steady+4.4% 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: 36%Strength: Raised its dividend (0.3% yield)+ COR Cencora, Inc. Drugs, Proprietaries & Druggists' Sundries $324.40 -0.29% 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 $531.56 0.00% 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 $982.53 -0.96% 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+ META Meta Platforms, Inc. Internet and software services $612.75 -1.19% 43 Mixed Selling $4.7M(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 $414.33 -1.69% 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+ CVX Chevron Corp Petroleum Refining $229.35 +0.45% 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 (3.0% yield)+ BABA Alibaba Group Holding Ltd Business Services $100.99 +0.79% 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+ VZ Verizon Communications Inc Telecom $43.20 -1.64% 47 Mixed Selling $245K(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+ SNEX StoneX Group Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $56.01 -0.21% 43 Mixed Selling $10.5M(planned) ■ Steady-0.1% Strength: Profitable every year for 10 yearsStrength: Sales up 33% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 18.5% a year (dilution)+ DELL Dell Technologies Inc. Computers and devices $493.83 -1.59% 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)+ DIS Walt Disney Co Miscellaneous Amusement & Recreation $109.08 -1.05% 45 Mixed Selling $700K(planned) ■ Steady+2.2% Strength: ProfitableStrength: Brings in more cash than it spends+ PEP Pepsico Inc Beverages $132.66 -0.61% 62 Buying Buying $19.6M ■ Steady+5.7% Strength: Raised its dividend (4.2% yield)Strength: Profitable every year for 10 years+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 43%Warning: High debt: 2.27x equity+ PGR Progressive Corp Property and casualty insurance $225.67 +0.07% 46 Mixed Selling $274K(planned) ■ Steady-0.3% Strength: Raised its dividend (6.2% 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%+ PG Procter & Gamble Co Soap, Detergents, Cleang Preparations, Perfumes, Cosmetics $158.35 -0.55% 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 (2.6% yield)+ ACN Accenture plc Business Services $243.82 +3.69% 80 Strong buying Buying $1.2M ■ 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)+ PFGC Performance Food Group Co Groceries, General Line $96.32 +0.11% 48 Mixed Selling $93K(planned) ■ Steady-0.8% Strength: ProfitableStrength: Brings in more cash than it spends+ SNX TD Synnex Corp Computers & Peripheral Equipment & Software $256.72 +0.77% 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)+ CB Chubb Ltd Property and casualty insurance $355.62 -0.17% 25 Selling Selling $4.9M ■ Steady-0.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 5.2% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.1% yield)+ GS Goldman Sachs Group Inc Security Brokers, Dealers & Flotation Companies $926.37 +1.57% 23 Selling Selling $11.4M ■ 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 (1.5% yield)+ HPQ HP Inc Computer & Office Equipment $32.47 -3.25% 45 Mixed Selling $1.0M(planned) ■ Steady+1.0% Strength: Raised its dividend (3.6% 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+ COF Capital One Financial Corp Banks $204.84 +0.65% 43 Mixed Selling $19.8M(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)+ TRV Travelers Companies, Inc. Property and casualty insurance $394.03 -0.77% 14 Heavy selling Selling $69.5M ▲ 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%+ NFLX Netflix Inc Video Tape Rental $62.00 -0.83% 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%+ QCOM Qualcomm Inc Radio & Tv Broadcasting & Communications Equipment $183.00 -0.66% 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)+ V Visa Inc. Business Services $401.01 -0.24% 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)+ HON Honeywell International Inc Aircraft Engines & Engine Parts $219.24 +0.20% 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 $982.97 +5.80% 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 0.0% dividend yield+ SBUX Starbucks Corp Eating & Drinking Places $103.20 +0.16% 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)+ WKC World Kinect Corp Petroleum & Petroleum Products $36.62 +0.66% 46 Mixed Selling $357K(planned) ▲ Accumulating+5.1% Strength: Buying back shares: share count down 11% in 3 yearsStrength: Raised its dividend (2.1% yield)+2 more Warning: Losing moneyWarning: Revenue down 12.5% from the year before+ MDT Medtronic plc Electromedical & Electrotherapeutic Apparatus $94.80 +0.92% 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 $53.76 -0.59% 29 Selling Selling $1.9M ■ Steady+4.0% Strength: ProfitableStrength: Brings in more cash than it spends+ AMD Advanced Micro Devices Inc Semiconductors $578.43 +3.24% 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 $14.13 +1.58% 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 $60.34 -0.84% 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+ MA Mastercard Inc Business Services $610.98 +0.18% 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+ FERG Ferguson Enterprises Inc. Hardware & Plumbing & Heating Equipment & Supplies $230.74 +0.52% 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)+ JBL Jabil Inc Printed Circuit Boards $291.01 +2.70% 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 23% in 3 yearsStrength: High return on equity: 45%Warning: High debt: 2.15x equity+ SO Southern Co Electric Services $91.56 -1.18% 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 $159.20 +0.08% 44 Mixed Selling $3.2M(planned) ▲ Accumulating+4.9% 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: 41%Strength: Raised its dividend (2.0% yield)+ PBF PBF Energy Inc. Petroleum Refining $73.27 -0.45% 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+ MDLN Medline Inc. Surgical & Medical Instruments & Apparatus $32.39 0.00% 23 Selling Selling $996.4M ▲ Accumulating+17.2% Strength: ProfitableStrength: Brings in more cash than it spends+ AMAT Applied Materials Inc Semiconductors $415.89 +5.04% 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 (0.4% yield)+ MRSH Marsh & McLennan Companies, Inc. Insurance Agents, Brokers & Service $192.34 +0.86% 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 $147.94 -1.46% 47 Mixed Selling $245K(planned) ■ Newly heldStrength: Raised its dividend (6.5% 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+ DHR Danaher Corp Industrial Instruments for Measurement, Display, and Control $234.01 +0.84% 24 Selling Selling $8.8M ■ Steady+1.0% Strength: Profitable every year for 9 yearsStrength: Brings in more cash than it spends+ XYZ Block, Inc. Software $75.20 +0.43% 43 Mixed Selling $10.1M(planned) ▲ Accumulating+3.7% Strength: ProfitableStrength: Brings in more cash than it spends+ SCHW Schwab Charles Corp Security Brokers, Dealers & Flotation Companies $88.77 -0.58% 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)+ JCI Johnson Controls International plc Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip $157.49 +1.01% 33 Selling Selling $637K No 13F data Strength: ProfitableStrength: Buying back shares: share count down 6.5% in 3 years+2 more Strength: High return on equity: 23%Strength: Raised its dividend (1.0% yield)+ LRCX Lam Research Corp Special Industry Machinery $253.82 +5.41% 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)+ SE Sea Ltd Miscellaneous Business Services $75.21 +0.62% 43 Mixed Selling $6.6M(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 $113.91 +1.14% 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)+ GPI Group 1 Automotive Inc Auto Dealers & Gasoline Stations $249.61 -1.86% 70 Buying Buying $90.0M ▲ 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 13% in 3 yearsStrength: Raised its dividend (0.8% yield)+ SMCI Super Micro Computer, Inc. Computers and devices $35.83 +2.11% 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)+ BDX Becton Dickinson & Co Surgical & Medical Instruments & Apparatus $195.16 +0.08% 49 Mixed Selling $15K(planned) ■ Steady+5.8% Strength: Profitable every year for 10 yearsStrength: Raised its dividend (2.1% yield)+ BJ BJ's Wholesale Club Holdings, Inc. Variety Stores $103.40 -1.63% 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%+ TT Trane Technologies plc Auto Controls for Regulating Residential & Comml Environments $448.42 -2.75% 43 Mixed Selling $23.1M(planned) No 13F data 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 4.3% in 3 yearsStrength: High return on equity: 36%Strength: Raised its dividend (0.8% yield)+ CTSH Cognizant Technology Solutions Corp Software services $66.34 +0.18% 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 (1.9% yield)+ CVNA Carvana Co. Auto Dealers & Gasoline Stations $58.96 -0.47% 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 $148.64 +0.70% 21 Selling Selling $7.9M ▲ 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 (1.3% yield)+ EIX Edison International Electric Services $58.82 +1.10% 49 Mixed Selling $28K(planned) ▲ Accumulating+3.5% Strength: Raised its dividend (5.7% yield)Strength: Profitable, keeps 23% of sales as profit+2 more Strength: High return on equity: 27%Warning: High debt: 2.16x equity+ GIS General Mills Inc Grain Mill Products $33.07 -1.20% 37 Selling Selling $197K ▲ Accumulating+4.0% Strength: Raised its dividend (7.4% yield)Strength: Buying back shares: share count down 11% in 3 years+3 more Warning: Losing moneyWarning: Debt above equity: 1.52xWarning: Bills due within a year exceed short-term assets+ VST Vistra Corp. Electric Services $142.62 -2.73% 43 Mixed Selling $6.9M(planned) ▲ Accumulating+2.7% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 18% in 3 yearsStrength: Raised its dividend (0.6% yield)Warning: High debt: 3.34x equity+ TXN Texas Instruments Inc Semiconductors $309.79 +0.27% 20 Heavy selling Selling $4.5M ▲ 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)+ AFL Aflac Inc Accident & Health Insurance $121.76 -0.20% 43 Mixed Selling $37.6M(planned) ■ Steady+0.6% 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 (1.9% yield)+ KMI Kinder Morgan, Inc. Natural Gas Transmission $33.57 -0.86% 48 Mixed Selling $52K(planned) ▲ Accumulating+3.7% Strength: Raised its dividend (3.5% yield)Strength: Profitable every year for 10 years+2 more Strength: Sales up 12% last yearStrength: Brings in more cash than it spends+ KSS Kohls Corp Department Stores $23.35 -1.77% 45 Mixed Selling $1.1M(planned) ■ Steady-1.1% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 5.0% in 3 yearsStrength: Pays a 2.1% dividend yield+ GAP GAP Inc Family Clothing Stores $22.01 +1.38% 20 Heavy selling Selling $24.2M ▼ Distributing-3.8% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 23%Strength: Raised its dividend (3.0% yield)+ VIPS Vipshop Holdings Ltd Catalog & Mail-Order Houses $12.51 -1.50% 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+ FANG Diamondback Energy, Inc. Oil and gas $206.23 +0.84% 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)+ WMB Williams Companies, Inc. Natural Gas Transmission $74.27 +0.26% 39 Mixed Selling $136K ▲ Accumulating+4.5% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 18% last year+4 more Strength: Brings in more cash than it spendsStrength: High return on equity: 21%Strength: Raised its dividend (2.7% yield)Warning: High debt: 2.13x equity+ BX Blackstone Inc. Investment Advice $117.03 +0.27% 15 Heavy selling Selling $9.8M(planned) ▲ Accumulating+3.3% Strength: Raised its dividend (4.0% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 36%+ REGN Regeneron Pharmaceuticals, Inc. Drugmakers $813.60 -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 $437.36 +1.07% 26 Selling Selling $3.6M ■ 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)+ CSX CSX Corp Railroads, Line-Haul Operating $51.99 -0.52% 31 Selling Selling $999K ▲ 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 13% in 3 yearsStrength: Raised its dividend (1.0% yield)+ STT State Street Corp Banks $173.61 +1.57% 44 Mixed Selling $3.6M(planned) ■ Steady-1.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 22% in 3 yearsStrength: Raised its dividend (1.8% yield)+ VG Venture Global, Inc. Natural Gas Distribution $14.37 +4.06% 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 $169.47 -0.61% 43 Mixed Selling $5.8M(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+ DVA Davita Inc. Misc Health & Allied Services $183.98 +1.24% 23 Selling Selling $69.0M ■ Steady-4.9% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 21% in 3 years+ DRI Darden Restaurants Inc Restaurants $216.63 +1.24% 34 Selling Selling $448K ■ Steady+1.9% Strength: ProfitableStrength: Buying back shares: share count down 5.4% in 3 years+2 more Strength: High return on equity: 58%Strength: Raised its dividend (2.8% yield)+ R Ryder System Inc Auto Rental & Leasing $275.57 -1.40% 23 Selling Selling $9.7M ■ Steady-1.1% Strength: ProfitableStrength: 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 (1.2% yield)+ CHWY Chewy, Inc. Catalog & Mail-Order Houses $20.64 -4.09% 46 Mixed Selling $363K(planned) ■ Steady-1.2% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: No debt reportedStrength: High return on equity: 59%+ W Wayfair Inc. Catalog & Mail-Order Houses $114.08 +0.99% 43 Mixed Selling $43.0M(planned) ■ Steady-1.2% Warning: Losing moneyWarning: Share count growing 6.5% a year+2 more Warning: Owes more than it owns (negative equity)Warning: Bills due within a year exceed short-term assets+ NXPI NXP Semiconductors N.V. Semiconductors $251.98 -0.70% 45 Mixed Selling $805K(planned) ▲ Accumulating+2.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 3.7% in 3 yearsStrength: High return on equity: 21%Strength: Pays a 1.6% dividend yield+ ABNB Airbnb, Inc. To Dwellings & Other Buildings $166.03 -1.65% 43 Mixed Selling $4.8M(planned) ▲ Accumulating+6.5% Strength: Profitable, keeps 21% of sales as profitStrength: Sales up 10% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.4% in 3 yearsStrength: Little debtStrength: High return on equity: 30%+ PEG Public Service Enterprise Group Inc Electric & Other Services Combined $72.48 -0.47% 47 Mixed Selling $141K(planned) ▲ Accumulating+3.5% Strength: Raised its dividend (3.5% yield)Strength: Profitable, keeps 17% of sales as profit+2 more Strength: Sales up 18% last yearStrength: Brings in more cash than it spends+ HSY Hershey Co Sugar & Confectionery Products $163.85 -0.39% 43 Mixed Selling $37.9M(planned) ■ Steady+5.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+ BURL Burlington Stores, Inc. Department Stores $234.16 -0.41% 46 Mixed Selling $456K(planned) ■ Steady+0.1% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: High return on equity: 38%+ WAB Westinghouse Air Brake Technologies Corp Railroad Equipment $282.25 +1.16% 46 Mixed Selling $635K(planned) ■ 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 6.4% in 3 yearsStrength: Raised its dividend (0.4% yield)+ EBAY EBAY Inc Business Services $117.94 +0.10% 44 Mixed Selling $2.4M(planned) ■ Steady0.0% Strength: Profitable, keeps 18% of sales as profitStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 16% in 3 yearsStrength: Little debtStrength: High return on equity: 42%+ DGX Quest Diagnostics Inc Medical Laboratories $245.68 +1.30% 46 Mixed Selling $292K(planned) ▲ Accumulating+2.8% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.2% in 3 years+ ADI Analog Devices Inc Semiconductors $428.39 +0.71% 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 (0.9% yield)+ ISRG Intuitive Surgical Inc Orthopedic, Prosthetic & Surgical Appliances & Supplies $444.35 -0.35% 43 Mixed Selling $12.0M(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+ WDAY Workday, Inc. Data processing and cloud $204.38 -0.52% 43 Mixed Selling $58.5M(planned) ▲ Accumulating+11.2% Strength: ProfitableStrength: Sales up 13% last year+1 more Strength: Brings in more cash than it spends+ WCN Waste Connections, Inc. Refuse Systems $179.76 -1.21% 33 Selling Selling $557K ■ Steady+1.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (0.7% yield)+ PANW Palo Alto Networks Inc Computer Peripheral Equipment $394.56 -1.74% 32 Selling Selling $261K ▲ Accumulating+6.7% Strength: ProfitableStrength: Sales up 15% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 33.9% a year (dilution)+ PPL PPL Corp Electric Services $35.12 -0.20% 47 Mixed Selling $190K(planned) ▲ Accumulating+5.1% Strength: Raised its dividend (3.1% yield)Strength: Profitable+ JBLU Jetblue Airways Corp Air Transportation, Scheduled $2.85 +1.06% 50 Mixed Selling $9K(planned) ▲ Accumulating+10.0% Strength: Sales growth speeding upWarning: Losing money+2 more Warning: High debt: 6.28x equityWarning: Bills due within a year exceed short-term assets+ ANET Arista Networks, Inc. Computer Communications Equipment $186.88 -0.10% 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+ TDG TransDigm Group Inc Aircraft Parts & Auxiliary Equipment $1,138.31 +0.63% 43 Mixed Selling $4.6M(planned) ■ Steady-0.6% Strength: Profitable every year for 10 yearsStrength: Sales up 11% last year+1 more Strength: Brings in more cash than it spends+ SFM Sprouts Farmers Market, Inc. Grocery Stores $62.08 -3.63% 45 Mixed Selling $1.4M(planned) ■ Steady+9.3% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 9.6% in 3 yearsStrength: High return on equity: 38%+ BEN Franklin Templeton Inc Investment Advice $31.73 +1.57% 25 Selling Selling $5.0M ■ Steady-5.4% Strength: Raised its dividend (4.0% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: Little debt+ QVCG QVC Group, Inc. Catalog & Mail-Order Houses $7.74 +3.34% 58 Mixed Buying $3.5M ▼ Distributing-93.6% Warning: Losing money, losses are large next to salesWarning: Owes more than it owns (negative equity)+4 more Warning: 3 offering filings in 6 months (may sell new shares)Warning: Bankruptcy filingWarning: Exchange listing notice (a delisting warning or a move to another exchange)Warning: Late annual report notice+ NDAQ Nasdaq, Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $105.60 +1.18% 26 Selling Selling $2.1M ■ 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+ ICLR Icon PLC Commercial Physical & Biological Research $214.17 +17.05% 43 Mixed Selling $50K No 13F data Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 4.2% in 3 years+ YUM YUM Brands Inc Restaurants $150.14 +0.40% 48 Mixed Selling $73K(planned) ■ Steady+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 3.1% in 3 yearsStrength: Raised its dividend (1.9% yield)+ MRVL Marvell Technology, Inc. Semiconductors $251.65 +3.29% 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+ VOYA Voya Financial, Inc. Life Insurance $96.58 -0.27% 47 Mixed Selling $201K(planned) ■ Steady-1.3% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 12% in 3 yearsStrength: Raised its dividend (1.9% yield)+ XPO XPO, Inc. Transportation Services $181.53 -3.35% 46 Mixed Selling $597K(planned) ▲ Accumulating+2.2% Strength: Profitable every year for 10 years+ NTRS Northern Trust Corp Banks $171.87 +0.86% 27 Selling Selling $3.5M ■ Steady-0.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 8.0% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.8% yield)+ ALLY Ally Financial Inc. Banks $38.81 +0.21% 34 Selling Selling $496K ■ Steady+1.5% Strength: Pays a 3.1% dividend yieldStrength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ ROP Roper Technologies Inc Industrial Instruments for Measurement, Display, and Control $440.69 +1.41% 24 Selling Selling $6.8M ■ Steady+5.3% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+2 more Strength: Brings in more cash than it spendsStrength: Raised its dividend (0.8% yield)+ WSM Williams Sonoma Inc Home Furniture, Furnishings & Equipment Stores $250.04 -0.14% 46 Mixed Selling $325K(planned) ■ Steady+1.3% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 11% in 3 yearsStrength: High return on equity: 52%Strength: Raised its dividend (1.1% yield)+ MCO Moodys Corp Consumer Credit Reporting, Collection Agencies $477.34 +0.73% 46 Mixed Selling $420K(planned) ■ Steady-1.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 65%Strength: Raised its dividend (0.8% yield)+ BBWI Bath & Body Works, Inc. Retail Stores $21.64 -1.28% 50 Mixed Selling $14 ■ Steady+1.7% Strength: Pays a 3.7% dividend yieldStrength: Profitable+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 10% in 3 years+ COIN Coinbase Global, Inc. Finance Services $162.43 +0.86% 44 Mixed Selling $3.9M(planned) ■ Steady+2.2% Strength: Profitable, keeps 18% of sales as profitStrength: Brings in more cash than it spends+ H Hyatt Hotels Corp Hotels & Motels $173.29 +0.26% 46 Mixed Selling $314K(planned) ■ Steady-3.0% Strength: Buying back shares: share count down 14% in 3 yearsStrength: Pays a 0.1% dividend yield+3 more Warning: Losing moneyWarning: Debt above equity: 1.28xWarning: Bills due within a year exceed short-term assets+ SNPS Synopsys Inc Software $482.13 +1.68% 20 Heavy selling Selling $13.4M ▲ Accumulating+6.9% Strength: Profitable every year for 10 yearsStrength: Sales up 15% last year+1 more Strength: Brings in more cash than it spends+ NTAP NetApp, Inc. Computer Storage Devices $223.76 -1.70% 22 Selling Selling $15.1M ■ Steady-0.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+4 more Strength: Buying back shares: share count down 8.6% in 3 yearsStrength: High return on equity: 119%Strength: Pays a 0.9% dividend yieldWarning: High debt: 2.15x equity+ IRM Iron Mountain Inc REIT (real estate trust) $115.72 +0.35% 43 Mixed Selling $4.8M(planned) ■ Steady+1.5% Strength: Profitable every year for 10 yearsStrength: Sales up 12% last year+1 more Strength: Raised its dividend (2.8% yield)+ BR Broadridge Financial Solutions, Inc. Business Services $176.98 -0.06% 35 Selling Selling $400K ■ Steady-1.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 33%Strength: Raised its dividend (2.0% yield)+ SIG Signet Jewelers Ltd Jewelry Stores $115.25 -0.09% 47 Mixed Selling $240K(planned) ▼ Distributing-2.6% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 27% in 3 yearsStrength: No debt reportedStrength: Raised its dividend (1.1% yield)+ AMKR Amkor Technology, Inc. Semiconductors $42.21 +5.63% 46 Mixed Selling $322K(planned) ■ Steady-4.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: Pays a 0.8% dividend yield+ RKT Rocket Companies, Inc. Mortgage Bankers & Loan Correspondents $11.57 -2.36% 44 Mixed Selling $2.7M(planned) ▲ Accumulating+16.5% Warning: Losing moneyWarning: About 8 months of cash left at its current burn+2 more Strength: Sales up 31% last yearStrength: Buying back shares: share count down 33% in 3 years+ TTWO Take Two Interactive Software Inc Software $195.30 -2.96% 44 Mixed Selling $2.2M(planned) ▲ Accumulating+6.6% Strength: Sales up 18% last yearWarning: Losing money+ VSXY Victoria's Secret & Co. Women'S Clothing Stores $95.42 +3.36% 45 Mixed Selling $647K(planned) ▲ Accumulating+2.1% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: High return on equity: 22%+ CME CME Group Inc. Security & Commodity Brokers, Dealers, Exchanges & Services $294.11 +0.21% 34 Selling Selling $1.6M ■ Steady+0.2% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: Pays a 1.7% dividend yield+ PAYX Paychex Inc Engineering, Accounting, Research, Management $108.20 -0.98% 32 Selling Selling $844K ▲ Accumulating+3.6% Strength: Raised its dividend (4.1% yield)Strength: Profitable every year for 10 years+3 more Strength: Sales up 17% last yearStrength: Brings in more cash than it spendsStrength: High return on equity: 45%+ IBKR Interactive Brokers Group, Inc. Security Brokers, Dealers & Flotation Companies $83.56 +1.56% 28 Selling Selling $2.1M ▲ Accumulating+2.1% Strength: Profitable every year for 10 yearsStrength: Sales up 20% last year+3 more Strength: Sales growth speeding upStrength: Brings in more cash than it spendsStrength: High return on equity: 90%+ URBN Urban Outfitters Inc Family Clothing Stores $89.39 -1.53% 46 Mixed Selling $435K(planned) ■ 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+ TOST Toast, Inc. Data processing and cloud $31.95 +0.60% 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+ EFX Equifax Inc Consumer Credit Reporting, Collection Agencies $176.13 +0.23% 43 Mixed Selling $6.9M(planned) ■ Steady-0.5% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.1% yield)+ EW Edwards Lifesciences Corp Orthopedic, Prosthetic & Surgical Appliances & Supplies $91.79 +1.09% 48 Mixed Selling $53K(planned) ▲ Accumulating+4.1% 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 6.2% in 3 yearsStrength: Little debt+ SARO StandardAero, Inc. Aircraft Engines & Engine Parts $22.22 -0.85% 48 Mixed Selling $17K ▲ Accumulating+9.6% Strength: ProfitableStrength: Sales up 16% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 6.7% a year+ UHAL U-Haul Holding Co Auto Rental & Leasing $55.15 -0.88% 44 Mixed Selling $2.3M(planned) ▲ Accumulating+24.1% Strength: Profitable every year for 10 years+ ON ON Semiconductor Corp Semiconductors $75.62 -3.90% 45 Mixed Selling $1.2M(planned) ■ Steady-0.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 8.1% in 3 yearsWarning: Revenue down 15.3% from the year before+ GL Globe Life Inc. Life Insurance $158.51 +0.94% 28 Selling Selling $2.2M ■ Steady+1.6% 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: High return on equity: 21%Strength: Raised its dividend (0.7% yield)+ SNAP Snap Inc Internet and software services $5.96 -1.65% 36 Selling Selling $266K ■ Steady-1.5% Strength: Sales up 11% last yearWarning: Losing money+1 more Warning: Debt above equity: 1.55x+ AEO American Eagle Outfitters Inc Family Clothing Stores $19.46 +0.15% 32 Selling Selling $130K ■ Steady-0.4% Strength: ProfitableStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 14% in 3 yearsStrength: No debt reportedStrength: Pays a 2.6% dividend yield+ VLTO Veralto Corp Instruments for Meas & Testing of Electricity & Elec Signals $102.82 -0.34% 45 Mixed Selling $745K(planned) ■ Steady+3.1% Strength: Profitable, keeps 17% of sales as profitStrength: Sales growth speeding up+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 37%+ MMS Maximus, Inc. Business Services $61.81 -1.06% 47 Mixed Selling $174K(planned) ■ 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 6.5% in 3 yearsStrength: Pays a 1.9% dividend yield+ RIVN Rivian Automotive, Inc. / De Automakers $11.66 -1.19% 47 Mixed Selling $225K(planned) ▲ Accumulating+12.1% Warning: Losing money, losses are large next to salesWarning: Share count growing 15.1% a year (dilution)+2 more Warning: 3 offering filings in 6 months (may sell new shares)Strength: Sales growth speeding up+ KEYS Keysight Technologies, Inc. Industrial Instruments for Measurement, Display, and Control $335.51 -0.17% 31 Selling Selling $1.1M ■ Steady+1.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 4.9% in 3 years+ ONC BeOne Medicines Ltd. Drugmakers $373.47 +1.98% 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+ SIGI Selective Insurance Group Inc Property and casualty insurance $97.77 -0.77% 35 Selling Selling $364K ▲ Accumulating+5.0% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.6% yield)+ CDNS Cadence Design Systems Inc Software $342.64 -0.10% 45 Mixed Selling $1.1M(planned) ▲ Accumulating+5.7% Strength: Profitable every year for 10 yearsStrength: Sales up 14% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 22%+ PACS PACS Group, Inc. Skilled Nursing Care Facilities $49.07 +2.55% 43 Mixed Selling $18.7M(planned) ▲ Accumulating+5.8% Strength: ProfitableStrength: Sales up 29% last year+3 more Strength: Brings in more cash than it spendsStrength: High return on equity: 23%Warning: Share count growing 6.8% a year+ FLO Flowers Foods Inc Food and Kindred Products $6.14 -0.97% 46 Mixed Selling $26K ▲ Accumulating+23.2% Strength: Raised its dividend (16.0% yield)Strength: Profitable every year for 10 years+1 more Strength: Brings in more cash than it spends+ FSLR First Solar, Inc. Semiconductors $176.46 +0.35% 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+ TEAM Atlassian Corp Software $220.14 +0.38% 48 Mixed Selling $71K(planned) ▲ Accumulating+5.4% Strength: Sales up 20% last yearWarning: Losing money+1 more Warning: Bills due within a year exceed short-term assets+ RMD Resmed Inc Surgical & Medical Instruments & Apparatus $250.27 -0.22% 45 Mixed Selling $1.2M(planned) ■ Steady+2.7% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Little debtStrength: High return on equity: 24%Strength: Raised its dividend (0.8% yield)+ INCY Incyte Corp Commercial Physical & Biological Research $116.87 +0.24% 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%+ CRWV CoreWeave, Inc. Software $63.92 +7.34% 14 Heavy selling Selling $49.0M ▲ Accumulating+27.2% Warning: Losing money, losses are large next to salesWarning: High debt: 6.41x equity+3 more Warning: Bills due within a year exceed short-term assetsWarning: 1 offering filing in 6 months (may sell new shares)Strength: Sales up 168% last year+ TWLO Twilio Inc Software $253.73 -0.32% 20 Heavy selling Selling $11.0M ■ Steady+1.8% Strength: ProfitableStrength: Sales up 14% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 13% in 3 yearsStrength: Little debt+ ENSG Ensign Group, Inc Skilled Nursing Care Facilities $184.18 +8.71% 49 Mixed Selling $18K(planned) ■ Steady-1.3% Strength: Profitable every year for 10 yearsStrength: Sales up 19% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (0.1% yield)+ GDDY GoDaddy Inc. IT systems design $106.51 +0.26% 46 Mixed Selling $599K(planned) ■ Steady-0.3% Strength: Profitable, keeps 18% of sales as profitStrength: Brings in more cash than it spends+2 more Strength: High return on equity: 193%Warning: High debt: 17.57x equity+ RBLX Roblox Corp Software $53.29 -2.15% 45 Mixed Selling $965K(planned) ■ Steady+5.2% Warning: Losing money, losses are large next to salesWarning: High debt: 2.98x equity+2 more Warning: Bills due within a year exceed short-term assetsStrength: Sales up 36% last year+ ZM Zoom Communications, Inc. Internet and software services $100.35 +3.06% 43 Mixed Selling $6.0M(planned) ▲ Accumulating+3.5% Strength: Profitable, keeps 39% of sales as profitStrength: Brings in more cash than it spends+2 more Strength: No debt reportedStrength: High return on equity: 20%+ CRWD CrowdStrike Holdings, Inc. Software $266.71 -0.48% 43 Mixed Selling $141.1M(planned) ▲ Accumulating+10.0% Strength: Sales up 22% last yearStrength: Little debt+1 more + CIEN Ciena Corp Telephone & Telegraph Apparatus $363.29 +3.45% 25 Selling Selling $5.4M(planned) ■ Steady-1.3% Strength: ProfitableStrength: Sales up 19% last year+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 4.6% in 3 years+ ROKU ROKU, Inc Cable & Other Pay Television Services $155.31 -0.86% 43 Mixed Selling $4.6M(planned) ■ Steady+1.9% Strength: ProfitableStrength: Sales up 15% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ TKO TKO Group Holdings, Inc. Amusement & Recreation Services $173.98 +1.09% 44 Mixed Selling $1.7M(planned) ▼ Distributing-2.4% Strength: ProfitableStrength: Brings in more cash than it spends+ ELAN Elanco Animal Health Inc Drugmakers $22.67 +0.09% 48 Mixed Selling $100K(planned) ■ Steady+3.9% + SNOW Snowflake Inc. Software $339.97 +0.81% 43 Mixed Selling $150.3M(planned) ▲ Accumulating+9.2% Warning: Losing money, losses are large next to salesWarning: Debt above equity: 1.06x+3 more Warning: Bills due within a year exceed short-term assetsWarning: 1 offering filing in 6 months (may sell new shares)Strength: Sales up 29% last year+ DXCM Dexcom Inc Surgical & Medical Instruments & Apparatus $78.62 +0.06% 46 Mixed Selling $347K(planned) ▲ Accumulating+6.6% Strength: Profitable, keeps 18% of sales as profitStrength: Sales up 16% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 5.1% in 3 yearsStrength: High return on equity: 35%+ CPRT Copart Inc Auto Dealers & Gasoline Stations $28.98 +0.24% 33 Selling Selling $553K ■ Steady+6.2% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: No debt reported+ VSAT Viasat Inc Communications Services $78.07 +11.05% 45 Mixed Selling $1.2M(planned) ▲ Accumulating+10.2% Strength: Little debtWarning: Losing money+1 more Warning: Share count growing 21.1% a year (dilution)+ TRU TransUnion Consumer Credit Reporting, Collection Agencies $74.20 -1.59% 47 Mixed Selling $213K(planned) ■ Steady-0.1% Strength: ProfitableStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (0.6% yield)+ PLTR Palantir Technologies Inc. Software $196.88 -0.95% 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%+ HOG Harley-Davidson, Inc. Motorcycles, Bicycles & Parts $29.51 +0.24% 49 Mixed Selling $38K(planned) ▲ Accumulating+2.8% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 19% in 3 yearsStrength: Raised its dividend (2.4% yield)Warning: Revenue down 13.8% from the year before+ HOOD Robinhood Markets, Inc. Security Brokers, Dealers & Flotation Companies $91.42 -3.31% 43 Mixed Selling $50.4M(planned) ▲ Accumulating+9.5% Strength: Profitable, keeps 42% of sales as profitStrength: Sales up 52% last year+2 more Strength: Brings in more cash than it spendsStrength: High return on equity: 23%+ OPEN Opendoor Technologies Inc. Real Estate Agents & Managers (for Others) $1.91 -0.52% 49 Mixed Selling $21K(planned) ▲ Accumulating+18.4% Warning: Losing money, losses are large next to salesWarning: Share count growing 13.8% a year (dilution)+3 more Warning: Debt above equity: 1.17xWarning: Revenue down 15.2% from the year beforeWarning: 2 offering filings in 6 months (may sell new shares)+ AYI Acuity Inc. (De) Electric Lighting & Wiring Equipment $317.13 -1.94% 33 Selling Selling $1.2M ▲ Accumulating+4.2% Strength: Profitable every year for 10 yearsStrength: Sales up 13% last year+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 8.7% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.2% yield)+ JAZZ Jazz Pharmaceuticals plc Drugmakers $205.03 -0.85% 44 Mixed Selling $1.9M(planned) ■ Steady-1.0% Warning: Losing moneyWarning: Debt above equity: 1.24x+ PINS Pinterest, Inc. Internet and software services $20.92 +1.75% 30 Selling Selling $8.1M ▼ Distributing-2.8% Strength: ProfitableStrength: Sales up 16% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ GNRC Generac Holdings Inc. Motors & Generators $201.28 +3.78% 45 Mixed Selling $1.3M(planned) ■ Steady-2.5% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Buying back shares: share count down 8.4% in 3 years+ ALLE Allegion plc Detective, Guard & Armored Car Services $180.76 +0.09% 29 Selling Selling $1.9M ■ Steady+3.1% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+1 more Strength: Raised its dividend (1.1% yield)+ PLXS Plexus Corp Printed Circuit Boards $239.05 +3.91% 46 Mixed Selling $359K(planned) ■ Steady-0.1% Strength: Profitable every year for 10 yearsStrength: Sales growth speeding up+1 more Strength: Brings in more cash than it spends+ CRL Charles River Laboratories International, Inc. Commercial Physical & Biological Research $374.02 +4.19% 53 Mixed Selling $9.5M(planned) ■ Steady-1.3% Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Little debt+1 more + LBRT Liberty Energy Inc. Oil & Gas Field Services $17.60 +3.90% 68 Buying Buying $96K ▲ Accumulating+4.9% Strength: ProfitableStrength: Sales growth speeding up+4 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 13% in 3 yearsStrength: Little debtStrength: Raised its dividend (1.9% yield)+ ALHC Alignment Healthcare, Inc. Hospital & Medical Service Plans $8.16 +1.37% 36 Selling Selling $270K ▲ Accumulating+10.3% Strength: Sales up 46% last yearStrength: Sales growth speeding up+2 more Warning: Losing moneyWarning: Debt above equity: 1.8x+ GEF Greif, Inc Metal Shipping Barrels, Drums, Kegs & Pails $82.37 -1.00% 47 Mixed Selling $164K(planned) ▲ Accumulating+3.4% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+2 more Strength: Little debtStrength: High return on equity: 34%+ HRB H&R Block Inc Personal Services $47.80 -0.29% 40 Mixed Selling $110K ▲ Accumulating+5.8% Strength: Raised its dividend (3.1% yield)Strength: Profitable, keeps 16% of sales as profit+2 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 20% in 3 years+ CART Maplebear Inc. Business Services $58.41 -2.75% 43 Mixed Selling $6.6M(planned) ▲ Accumulating+3.3% Strength: ProfitableStrength: Sales up 11% last year+3 more Strength: Brings in more cash than it spendsStrength: Buying back shares: share count down 19% in 3 yearsStrength: No debt reported+ ALNY Alnylam Pharmaceuticals, Inc. Drugmakers $232.31 +2.47% 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%+ CRC California Resources Corp Oil and gas $54.69 +1.09% 45 Mixed Selling $643K(planned) ■ Steady-1.3% Strength: ProfitableStrength: Sales up 15% last year+3 more Strength: Brings in more cash than it spendsStrength: Little debtStrength: Raised its dividend (2.9% yield)+ P Everpure, Inc. Computer Storage Devices $138.67 -0.14% 14 Heavy selling Selling $71.0M ▲ Accumulating+2.5% Strength: ProfitableStrength: Sales up 16% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ GME GameStop Corp. Computer & Computer Software Stores $23.34 -0.04% 86 Strong buying Buying $49.8M ■ Steady+2.8% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Warning: Share count growing 18.2% a year (dilution)Warning: 2 offering filings in 6 months (may sell new shares)+ SOFI SoFi Technologies, Inc. Finance Services $17.13 +4.51% 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)+ CBRL Cracker Barrel Old Country Store, Inc Restaurants $70.79 +3.86% 38 Selling Selling $182K ▲ Accumulating+12.3% Strength: ProfitableStrength: Brings in more cash than it spends+2 more Strength: Buying back shares: share count down 3.4% in 3 yearsStrength: Pays a 1.4% dividend yield+ WS Worthington Steel, Inc. Steel Works, Blast Furnaces & Rolling & Finishing Mills $42.38 -0.84% 64 Buying Selling $1.0M(planned) ■ Steady+1.4% Strength: Sales up 11% last yearStrength: Little debt+2 more Strength: Pays a 1.5% dividend yieldWarning: Losing money+ DDOG Datadog, Inc. Software $278.52 -0.82% 43 Mixed Selling $14.8M(planned) ▲ Accumulating+6.7% Strength: ProfitableStrength: Sales up 28% last year+2 more Strength: Brings in more cash than it spendsStrength: No debt reported+ MATX Matson, Inc. Water Transportation $228.82 -1.27% 44 Mixed Selling $2.2M(planned) ■ Steady+0.6% Strength: Profitable every year for 10 yearsStrength: Brings in more cash than it spends+3 more Strength: Buying back shares: share count down 18% in 3 yearsStrength: Little debtStrength: Raised its dividend (0.6% yield)+ AIR Aar Corp Aircraft & Parts $100.86 +0.81% 26 Selling Selling $4.3M ■ Steady+1.2% Strength: Profitable every year for 10 yearsStrength: Sales up 19% last year+1 more Strength: Brings in more cash than it spends+ AFRM Affirm Holdings, Inc. Personal Credit Institutions $73.31 +0.91% 43 Mixed Selling $5.2M(planned) ▲ Accumulating+5.5% Strength: ProfitableStrength: Sales up 39% last year+2 more Strength: Brings in more cash than it spendsWarning: Share count growing 5.7% a year+ DOCU Docusign, Inc. Software $83.59 +1.88% 44 Mixed Selling $2.9M(planned) ■ Steady-0.9% Strength: ProfitableStrength: Brings in more cash than it spends+