Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ BFAM - Bright Horizons Family Solutions Inc. Add 80.97% 332,133 1.00
☰ TWFG - Twfg Inc Add 66.54% 220,596 0.15
☰ MSFT - Microsoft Corp. Add 12.09% 206 0.00
☰ KNSL - Kinsale Capital Group Inc. Add 2.18% 4,678 0.06
☰ BLDR - Builders FirstSource Inc. Add 2.03% 1,829 0.01
☰ ANET - Arista Networks Inc. Add 1.00% 4,203 0.02
☰ FERG - Ferguson Enterprises Inc. Add 0.97% 354 0.00
☰ JPM - JPMorgan Chase & Co. Add 0.89% 460 0.00
☰ ADP - Automatic Data Processing Inc. Buy 419,090 3.12
☰ SUNB - Sunbelt Rentals Holdings, Inc. Buy 270,843 0.65
☰ AAON - AAON Inc. Buy 201,832 0.61
☰ QQQM - Invesco Nasdaq 100 ETF Buy 4,222 0.04
☰ RSP - Invesco S&P 500 Equal Weight ETF Buy 6,105 0.04
☰ MTB - M&T Bank Corp. Reduce 0.07% 5 0.00
☰ LFUS - Littelfuse Inc. Reduce 1.06% 866 0.01
☰ LULU - Lululemon Athletica Inc. Reduce 1.13% 1,637 0.01
☰ DIS - Walt Disney Co. Reduce 1.45% 7,905 0.03
☰ BKNG - Booking Holdings Inc. Reduce 1.53% 8,200 0.06
☰ PGR - Progressive Corp. Reduce 1.58% 8,468 0.06
☰ FND - Floor & Decor Holdings Reduce 1.72% 4,047 0.01
☰ META - Meta Platforms Inc. Reduce 1.80% 5,628 0.12
☰ HEI.A - HEICO Corp. CL A Reduce 2.13% 16,050 0.14
☰ BRO - Brown & Brown Inc. Reduce 2.23% 17,251 0.05
☰ RMD - ResMed Inc. Reduce 2.29% 5,383 0.04
☰ MKL - Markel Group Inc. Reduce 2.35% 1,034 0.07
☰ MA - Mastercard Inc. Reduce 2.41% 693 0.01
☰ OZK - Bank OZK Reduce 2.61% 32,983 0.05
☰ V - Visa Inc. Reduce 2.70% 10,988 0.13
☰ MEDP - Medpace Holdings Inc. Reduce 2.75% 7,239 0.14
☰ GOOG - Alphabet Inc. CL C Reduce 2.91% 18,598 0.19
☰ SCHW - Charles Schwab Corp. Reduce 3.12% 49,455 0.16
☰ ADI - Analog Devices Reduce 3.22% 5,695 0.05
☰ FIVE - Five Below Inc. Reduce 3.22% 20,556 0.13
☰ KEYS - Keysight Technologies Inc. Reduce 3.25% 10,862 0.07
☰ NVR - NVR Inc. Reduce 3.30% 465 0.11
☰ GOOGL - Alphabet Inc. Reduce 3.58% 12,929 0.13
☰ ODFL - Old Dominion Freight Line Reduce 4.74% 249 0.00
☰ ITB - iShares U.S. Home Construction ETF Reduce 7.21% 844 0.00
☰ AAPL - Apple Inc. Reduce 8.95% 1,478 0.01
☰ IBP - Installed Building Products Reduce 22.26% 115,571 1.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 25.17% 127,359 2.13
☰ AME - Ametek Inc. Reduce 37.51% 367,400 2.52
☰ TSM - Taiwan Semiconductor S.A. Reduce 49.44% 7,944 0.08
☰ COF - Capital One Financial Sell 100.00% 8,274 0.07
☰ DFH - Dream Finders Homes Sell 100.00% 32,202 0.02
☰ COST - Costco Co. Sell 100.00% 240 0.01
☰ ISRG - Intuitive Surgical Inc. Sell 100.00% 405 0.01
Q4 2025
☰ BRO - Brown & Brown Inc. Add 139.73% 450,274 1.19
☰ DIS - Walt Disney Co. Add 109.07% 284,019 1.08
☰ TSM - Taiwan Semiconductor S.A. Add 96.85% 7,906 0.08
☰ KNSL - Kinsale Capital Group Inc. Add 12.50% 23,802 0.31
☰ TWFG - Twfg Inc Add 10.39% 31,194 0.03
☰ MA - Mastercard Inc. Add 3.73% 1,035 0.02
☰ BLDR - Builders FirstSource Inc. Add 3.32% 2,888 0.01
☰ FERG - Ferguson Enterprises Inc. Add 2.45% 871 0.01
☰ JPM - JPMorgan Chase & Co. Add 2.23% 1,133 0.01
☰ ANET - Arista Networks Inc. Add 1.64% 6,759 0.03
☰ ITB - iShares U.S. Home Construction ETF Add 1.19% 137 0.00
☰ IBP - Installed Building Products Add 0.87% 4,500 0.04
☰ HEI.A - HEICO Corp. CL A Add 0.67% 5,031 0.04
☰ GOOGL - Alphabet Inc. Add 0.63% 2,255 0.02
☰ SCHW - Charles Schwab Corp. Add 0.63% 9,885 0.03
☰ MEDP - Medpace Holdings Inc. Add 0.58% 1,518 0.03
☰ PGR - Progressive Corp. Add 0.55% 2,943 0.02
☰ META - Meta Platforms Inc. Add 0.53% 1,639 0.04
☰ BKNG - Booking Holdings Inc. Add 0.48% 2,550 0.02
☰ V - Visa Inc. Add 0.45% 1,825 0.02
☰ LFUS - Littelfuse Inc. Add 0.40% 328 0.00
☰ MKL - Markel Group Inc. Add 0.34% 149 0.01
☰ NVR - NVR Inc. Add 0.26% 37 0.01
☰ GOOG - Alphabet Inc. CL C Add 0.20% 1,294 0.01
☰ ADI - Analog Devices Add 0.16% 279 0.00
☰ LULU - Lululemon Athletica Inc. Add 0.16% 236 0.00
☰ OZK - Bank OZK Add 0.16% 2,082 0.00
☰ FIVE - Five Below Inc. Add 0.10% 657 0.00
☰ MSFT - Microsoft Corp. Add 0.06% 1 0.00
☰ KEYS - Keysight Technologies Inc. Add 0.04% 119 0.00
☰ BFAM - Bright Horizons Family Solutions Inc. Buy 410,196 1.39
☰ ISRG - Intuitive Surgical Inc. Buy 405 0.01
☰ COF - Capital One Financial Reduce 0.01% 1 0.00
☰ RMD - ResMed Inc. Reduce 0.01% 30 0.00
☰ FND - Floor & Decor Holdings Reduce 0.12% 272 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.91% 4,660 0.08
☰ AME - Ametek Inc. Reduce 1.73% 17,218 0.11
☰ AAPL - Apple Inc. Reduce 2.12% 357 0.00
☰ FISV - Fiserv Inc. Sell 100.00% 651,257 2.85
☰ KMX - CarMax Inc. Sell 100.00% 1,670,114 2.54
☰ ALGN - Align Technology Inc. Sell 100.00% 45,691 0.19
☰ CACC - Credit Acceptance Corp. Sell 100.00% 6,874 0.09
Q3 2025
☰ TWFG - Twfg Inc Add 68.86% 122,469 0.11
☰ KNSL - Kinsale Capital Group Inc. Add 6.31% 11,309 0.16
☰ PGR - Progressive Corp. Add 2.60% 13,522 0.11
☰ FIVE - Five Below Inc. Add 1.79% 11,219 0.06
☰ V - Visa Inc. Add 1.05% 4,223 0.05
☰ KMX - CarMax Inc. Add 0.86% 14,184 0.02
☰ SCHW - Charles Schwab Corp. Add 0.53% 8,281 0.03
☰ FISV - Fiserv Inc. Add 0.41% 2,683 0.01
☰ ITB - iShares U.S. Home Construction ETF Add 0.37% 43 0.00
☰ MKL - Markel Group Inc. Add 0.30% 133 0.01
☰ NVR - NVR Inc. Add 0.26% 37 0.01
☰ BKNG - Booking Holdings Inc. Add 0.25% 1,325 0.01
☰ OZK - Bank OZK Add 0.24% 2,964 0.01
☰ ADI - Analog Devices Add 0.20% 357 0.00
☰ BRO - Brown & Brown Inc. Add 0.19% 609 0.00
☰ LFUS - Littelfuse Inc. Add 0.18% 145 0.00
☰ FND - Floor & Decor Holdings Add 0.13% 317 0.00
☰ KEYS - Keysight Technologies Inc. Add 0.10% 342 0.00
☰ IBP - Installed Building Products Add 0.05% 277 0.00
☰ AME - Ametek Inc. Add 0.03% 332 0.00
☰ LULU - Lululemon Athletica Inc. Add 0.02% 24 0.00
☰ MEDP - Medpace Holdings Inc. Add 0.02% 47 0.00
☰ HEI.A - HEICO Corp. CL A Add 0.00% 9 0.00
☰ RMD - ResMed Inc. Buy 235,418 2.18
☰ DIS - Walt Disney Co. Reduce 0.03% 75 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.22% 1,140 0.02
☰ BLDR - Builders FirstSource Inc. Reduce 0.25% 221 0.00
☰ MA - Mastercard Inc. Reduce 0.42% 117 0.00
☰ JPM - JPMorgan Chase & Co. Reduce 0.48% 245 0.00
☰ FERG - Ferguson Enterprises Inc. Reduce 0.49% 176 0.00
☰ AAPL - Apple Inc. Reduce 0.59% 101 0.00
☰ ALGN - Align Technology Inc. Reduce 1.44% 667 0.00
☰ META - Meta Platforms Inc. Reduce 2.22% 7,092 0.18
☰ GOOG - Alphabet Inc. CL C Reduce 2.37% 15,504 0.09
☰ GOOGL - Alphabet Inc. Reduce 5.39% 20,474 0.12
☰ COF - Capital One Financial Reduce 10.77% 999 0.01
☰ ANET - Arista Networks Inc. Reduce 14.54% 70,162 0.25
☰ MSFT - Microsoft Corp. Reduce 26.05% 600 0.01
☰ TSM - Taiwan Semiconductor S.A. Reduce 29.32% 3,387 0.03
☰ CACC - Credit Acceptance Corp. Reduce 77.46% 23,627 0.41
☰ SBUX - Starbucks Corp. Sell 100.00% 750,248 2.36
☰ BAC - Bank of America Corp. Sell 100.00% 1,004,119 1.63
☰ AMZN - Amazon.com Inc. Sell 100.00% 1,174 0.01
☰ ISRG - Intuitive Surgical Inc. Sell 100.00% 405 0.01
Q2 2025
☰ AAPL - Apple Inc. Add 81.23% 7,609 0.05
☰ SCHW - Charles Schwab Corp. Add 65.16% 618,429 1.93
☰ MSFT - Microsoft Corp. Add 15.90% 316 0.01
☰ JPM - JPMorgan Chase & Co. Add 14.54% 6,467 0.06
☰ BRO - Brown & Brown Inc. Add 9.18% 27,034 0.10
☰ BLDR - Builders FirstSource Inc. Add 5.91% 4,872 0.02
☰ GOOGL - Alphabet Inc. Add 5.57% 20,014 0.12
☰ KNSL - Kinsale Capital Group Inc. Add 5.40% 9,186 0.15
☰ DIS - Walt Disney Co. Add 5.24% 12,972 0.06
☰ ITB - iShares U.S. Home Construction ETF Add 5.08% 557 0.00
☰ OZK - Bank OZK Add 4.09% 49,483 0.08
☰ NVR - NVR Inc. Add 4.06% 548 0.14
☰ MEDP - Medpace Holdings Inc. Add 3.90% 9,818 0.11
☰ FERG - Ferguson Enterprises Inc. Add 3.76% 1,293 0.01
☰ ANET - Arista Networks Inc. Add 3.44% 16,033 0.06
☰ FISV - Fiserv Inc. Add 3.01% 18,941 0.11
☰ MA - Mastercard Inc. Add 2.95% 798 0.02
☰ ADI - Analog Devices Add 2.78% 4,771 0.04
☰ ALGN - Align Technology Inc. Add 2.71% 1,223 0.01
☰ CACC - Credit Acceptance Corp. Add 2.18% 650 0.01
☰ V - Visa Inc. Add 1.97% 7,748 0.09
☰ AME - Ametek Inc. Add 1.93% 18,910 0.12
☰ BRK.B - Berkshire Hathaway CL B Add 1.68% 8,452 0.14
☰ IBP - Installed Building Products Add 1.26% 6,386 0.04
☰ META - Meta Platforms Inc. Add 1.19% 3,758 0.10
☰ HEI.A - HEICO Corp. CL A Add 1.01% 7,481 0.07
☰ KMX - CarMax Inc. Add 0.87% 14,308 0.03
☰ FND - Floor & Decor Holdings Add 0.84% 1,953 0.01
☰ KEYS - Keysight Technologies Inc. Add 0.78% 2,574 0.01
☰ LFUS - Littelfuse Inc. Add 0.76% 608 0.00
☰ BKNG - Booking Holdings Inc. Add 0.75% 3,950 0.03
☰ FIVE - Five Below Inc. Add 0.69% 4,281 0.02
☰ MKL - Markel Group Inc. Add 0.68% 294 0.02
☰ BAC - Bank of America Corp. Add 0.61% 6,118 0.01
☰ LULU - Lululemon Athletica Inc. Add 0.56% 808 0.01
☰ SBUX - Starbucks Corp. Add 0.48% 3,562 0.01
☰ GOOG - Alphabet Inc. CL C Add 0.35% 2,271 0.01
☰ TWFG - Twfg Inc Buy 177,848 0.21
☰ AMZN - Amazon.com Inc. Buy 1,174 0.01
☰ GLD - SPDR Gold Trust Reduce 0.56% 22 0.00
☰ PGR - Progressive Corp. Reduce 1.66% 8,787 0.09
☰ SPY - SPDR S&P 500 ETF Trust Reduce 3.62% 93 0.00
☰ COF - Capital One Financial Reduce 24.44% 3,000 0.02
☰ MTB - M&T Bank Corp. Reduce 97.95% 359,992 2.37
☰ PMMF - Blackrock Ishs Prm Mm Etf Sell 100.00% 12,876 0.05
Q1 2025
☰ KNSL - Kinsale Capital Group Inc. Add 87.27% 79,208 1.42
☰ BRK.A - Berkshire Hathaway CL A Add 37.50% 3 0.09
☰ ANET - Arista Networks Inc. Add 13.67% 56,100 0.16
☰ MEDP - Medpace Holdings Inc. Add 7.53% 17,650 0.20
☰ ITB - iShares U.S. Home Construction ETF Add 5.07% 529 0.00
☰ ALGN - Align Technology Inc. Add 4.95% 2,129 0.01
☰ MA - Mastercard Inc. Add 2.92% 768 0.02
☰ FERG - Ferguson Enterprises Inc. Add 2.01% 678 0.00
☰ JPM - JPMorgan Chase & Co. Add 1.42% 621 0.01
☰ CACC - Credit Acceptance Corp. Add 0.99% 293 0.01
☰ GOOGL - Alphabet Inc. Add 0.78% 2,775 0.02
☰ IBP - Installed Building Products Add 0.66% 3,338 0.02
☰ AME - Ametek Inc. Add 0.31% 2,975 0.02
☰ MKL - Markel Group Inc. Add 0.16% 71 0.00
☰ SCHW - Charles Schwab Corp. Add 0.12% 1,139 0.00
☰ HEI.A - HEICO Corp. CL A Add 0.05% 356 0.00
☰ META - Meta Platforms Inc. Add 0.02% 49 0.00
☰ BLDR - Builders FirstSource Inc. Buy 82,445 0.38
☰ PMMF - Blackrock Ishs Prm Mm Etf Buy 12,876 0.05
☰ MTB - M&T Bank Corp. Reduce 0.01% 49 0.00
☰ FND - Floor & Decor Holdings Reduce 0.02% 43 0.00
☰ BRO - Brown & Brown Inc. Reduce 0.07% 206 0.00
☰ FISV - Fiserv Inc. Reduce 0.10% 621 0.00
☰ LFUS - Littelfuse Inc. Reduce 0.14% 111 0.00
☰ LULU - Lululemon Athletica Inc. Reduce 0.14% 199 0.00
☰ BKNG - Booking Holdings Inc. Reduce 0.21% 1,125 0.01
☰ OZK - Bank OZK Reduce 0.24% 2,925 0.00
☰ ADI - Analog Devices Reduce 0.25% 435 0.00
☰ KEYS - Keysight Technologies Inc. Reduce 0.25% 834 0.00
☰ DIS - Walt Disney Co. Reduce 0.29% 715 0.00
☰ BAC - Bank of America Corp. Reduce 0.30% 2,977 0.00
☰ SBUX - Starbucks Corp. Reduce 0.36% 2,686 0.01
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.44% 2,218 0.04
☰ NVR - NVR Inc. Reduce 0.50% 68 0.02
☰ GOOG - Alphabet Inc. CL C Reduce 0.55% 3,591 0.02
☰ V - Visa Inc. Reduce 0.55% 2,168 0.03
☰ KMX - CarMax Inc. Reduce 2.45% 41,247 0.12
☰ PGR - Progressive Corp. Reduce 3.06% 16,702 0.15
☰ GLD - SPDR Gold Trust Reduce 7.32% 308 0.00
☰ FIVE - Five Below Inc. Reduce 15.10% 110,520 0.42
☰ MSFT - Microsoft Corp. Reduce 15.59% 367 0.01
☰ COF - Capital One Financial Reduce 16.92% 2,500 0.02
☰ TSM - Taiwan Semiconductor S.A. Reduce 21.10% 3,088 0.02
☰ AAPL - Apple Inc. Reduce 44.82% 7,609 0.07
☰ SPY - SPDR S&P 500 ETF Trust Reduce 45.98% 2,185 0.05
☰ FBIN - Fortune Brands Innovations Inc. Sell 100.00% 463,140 1.16
☰ ICE - Intercontinental Exchange Inc. Sell 100.00% 16,799 0.09
☰ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 15,000 0.04
☰ UNH - United Health Group Inc. Sell 100.00% 2,364 0.04
☰ GBTC - Grayscale Bitcoin Tr Btc Sell 100.00% 7,442 0.02
☰ J - Jacobs Solutions Inc. Sell 100.00% 4,394 0.02
☰ SLV - Ishares Silver Tr Sell 100.00% 23,000 0.02
☰ CAPE - Doubleline Shiller Enhanced Cape I Sell 100.00% 10,645 0.01
☰ VOO - Vanguard S&P 500 ETF Sell 100.00% 584 0.01
☰ EW - Edwards Lifesciences Corp. Sell 100.00% 257 0.00
Q4 2024
☰ ANET - Arista Networks Inc. Add 284.76% 303,758 1.23
☰ AAPL - Apple Inc. Add 72.31% 7,124 0.07
☰ ALGN - Align Technology Inc. Add 30.35% 10,013 0.08
☰ FISV - Fiserv Inc. Add 25.73% 128,976 0.97
☰ BRK.A - Berkshire Hathaway CL A Add 14.29% 1 0.03
☰ KNSL - Kinsale Capital Group Inc. Add 5.15% 4,444 0.08
☰ SBUX - Starbucks Corp. Add 4.37% 31,368 0.10
☰ FBIN - Fortune Brands Innovations Inc. Add 3.82% 17,034 0.04
☰ IBP - Installed Building Products Add 3.62% 17,620 0.11
☰ BRK.B - Berkshire Hathaway CL B Add 3.32% 16,239 0.27
☰ BKNG - Booking Holdings Inc. Add 3.23% 16,550 0.12
☰ MEDP - Medpace Holdings Inc. Add 3.18% 7,215 0.09
☰ GOOGL - Alphabet Inc. Add 2.92% 10,124 0.07
☰ MA - Mastercard Inc. Add 2.85% 729 0.01
☰ KMX - CarMax Inc. Add 2.79% 45,744 0.14
☰ LFUS - Littelfuse Inc. Add 2.02% 1,600 0.01
☰ MTB - M&T Bank Corp. Add 1.94% 6,990 0.05
☰ NVR - NVR Inc. Add 1.89% 251 0.07
☰ PGR - Progressive Corp. Add 1.71% 9,163 0.08
☰ META - Meta Platforms Inc. Add 1.66% 5,153 0.11
☰ AME - Ametek Inc. Add 1.59% 15,237 0.10
☰ MKL - Markel Group Inc. Add 1.52% 647 0.04
☰ FND - Floor & Decor Holdings Add 1.40% 3,240 0.01
☰ GOOG - Alphabet Inc. CL C Add 1.37% 8,857 0.06
☰ LULU - Lululemon Athletica Inc. Add 1.34% 1,891 0.03
☰ SCHW - Charles Schwab Corp. Add 1.30% 12,155 0.03
☰ ITB - iShares U.S. Home Construction ETF Add 1.29% 133 0.00
☰ OZK - Bank OZK Add 1.26% 15,064 0.02
☰ JPM - JPMorgan Chase & Co. Add 1.24% 538 0.00
☰ HEI.A - HEICO Corp. CL A Add 1.18% 8,662 0.06
☰ BAC - Bank of America Corp. Add 1.10% 10,930 0.02
☰ DIS - Walt Disney Co. Add 1.09% 2,670 0.01
☰ CACC - Credit Acceptance Corp. Add 1.03% 300 0.01
☰ V - Visa Inc. Add 1.01% 3,957 0.05
☰ FIVE - Five Below Inc. Add 0.95% 6,861 0.03
☰ TSM - Taiwan Semiconductor S.A. Add 0.60% 88 0.00
☰ BRO - Brown & Brown Inc. Buy 294,809 1.10
☰ FERG - Ferguson Enterprises Inc. Buy 33,708 0.21
☰ BIRK - Birkenstock Holding Plc Buy 27,392 0.06
☰ LBRDK - Liberty Broadband Corp. CL C Buy 15,000 0.04
☰ MSFT - Microsoft Corp. Buy 2,354 0.04
☰ UNH - United Health Group Inc. Buy 2,364 0.04
☰ GBTC - Grayscale Bitcoin Tr Btc Buy 7,442 0.02
☰ J - Jacobs Solutions Inc. Buy 4,394 0.02
☰ CAPE - Doubleline Shiller Enhanced Cape I Buy 10,645 0.01
☰ ISRG - Intuitive Surgical Inc. Buy 405 0.01
☰ VOO - Vanguard S&P 500 ETF Buy 584 0.01
☰ ADI - Analog Devices Reduce 16.66% 34,336 0.30
☰ KEYS - Keysight Technologies Inc. Reduce 31.02% 149,225 0.90
☰ EW - Edwards Lifesciences Corp. Reduce 99.94% 446,031 1.12
☰ LM09 - Liberty Media Corp Series C Liberty Media Sell 100.00% 15,000 0.04
Q3 2024
☰ KNSL - Kinsale Capital Group Inc. Add 163.61% 53,571 0.95
☰ TSM - Taiwan Semiconductor S.A. Add 78.24% 6,387 0.04
☰ MEDP - Medpace Holdings Inc. Add 20.72% 38,978 0.49
☰ CACC - Credit Acceptance Corp. Add 16.53% 4,151 0.07
☰ GOOGL - Alphabet Inc. Add 11.81% 36,621 0.23
☰ ODFL - Old Dominion Freight Line Add 11.24% 531 0.00
☰ ALGN - Align Technology Inc. Add 10.01% 3,002 0.03
☰ ANET - Arista Networks Inc. Add 9.27% 9,051 0.13
☰ LULU - Lululemon Athletica Inc. Add 8.73% 11,364 0.12
☰ MA - Mastercard Inc. Add 8.60% 2,022 0.04
☰ JPM - JPMorgan Chase & Co. Add 7.70% 3,098 0.03
☰ SCHW - Charles Schwab Corp. Add 7.58% 65,959 0.16
☰ DIS - Walt Disney Co. Add 5.27% 12,286 0.05
☰ MTB - M&T Bank Corp. Add 4.44% 15,329 0.10
☰ META - Meta Platforms Inc. Add 4.11% 12,229 0.27
☰ FIVE - Five Below Inc. Add 3.92% 27,374 0.09
☰ FISV - Fiserv Inc. Add 3.37% 16,345 0.11
☰ IBP - Installed Building Products Add 3.30% 15,563 0.15
☰ MKL - Markel Group Inc. Add 2.92% 1,213 0.07
☰ ADI - Analog Devices Add 2.84% 5,688 0.05
☰ KMX - CarMax Inc. Add 2.64% 42,177 0.12
☰ BKNG - Booking Holdings Inc. Add 2.56% 12,800 0.08
☰ AME - Ametek Inc. Add 2.40% 22,526 0.15
☰ HEI.A - HEICO Corp. CL A Add 1.28% 9,296 0.07
☰ V - Visa Inc. Add 1.24% 4,793 0.05
☰ BRK.B - Berkshire Hathaway CL B Add 1.00% 4,841 0.08
☰ NVR - NVR Inc. Add 0.97% 128 0.05
☰ LFUS - Littelfuse Inc. Add 0.41% 323 0.00
☰ BAC - Bank of America Corp. Add 0.40% 3,933 0.01
☰ PGR - Progressive Corp. Add 0.35% 1,872 0.02
☰ SBUX - Starbucks Corp. Add 0.33% 2,378 0.01
☰ KEYS - Keysight Technologies Inc. Add 0.32% 1,512 0.01
☰ OZK - Bank OZK Add 0.24% 2,835 0.00
☰ FBIN - Fortune Brands Innovations Inc. Add 0.11% 475 0.00
☰ EW - Edwards Lifesciences Corp. Add 0.06% 272 0.00
☰ ICE - Intercontinental Exchange Inc. Buy 16,799 0.10
☰ COF - Capital One Financial Buy 14,774 0.08
☰ YUMC - Yum China Holdings Inc. Buy 36,036 0.06
☰ LM09 - Liberty Media Corp Series C Liberty Media Buy 15,000 0.04
☰ COST - Costco Co. Buy 240 0.01
☰ GOOG - Alphabet Inc. CL C Reduce 0.19% 1,256 0.01
☰ AAPL - Apple Inc. Reduce 1.75% 175 0.00
☰ FND - Floor & Decor Holdings Reduce 16.51% 45,617 0.19
☰ ITB - iShares U.S. Home Construction ETF Reduce 18.01% 2,263 0.01
☰ FERG - Ferguson Enterprises Inc. Sell 100.00% 29,765 0.24
☰ ABNB - Airbnb Inc. Sell 100.00% 7,055 0.05
☰ GBTC - Grayscale Bitcoin Tr Btc Sell 100.00% 7,442 0.02
Q2 2024
☰ ODFL - Old Dominion Freight Line Add 100.00% 2,362 0.02
☰ SBUX - Starbucks Corp. Add 92.61% 344,075 1.13
☰ KNSL - Kinsale Capital Group Inc. Add 85.94% 15,134 0.24
☰ BKNG - Booking Holdings Inc. Add 77.11% 217,725 1.46
☰ ITB - iShares U.S. Home Construction ETF Add 10.68% 1,212 0.00
☰ GOOGL - Alphabet Inc. Add 5.95% 17,419 0.13
☰ FIVE - Five Below Inc. Add 4.60% 30,685 0.14
☰ CACC - Credit Acceptance Corp. Add 3.92% 947 0.02
☰ ALGN - Align Technology Inc. Add 3.88% 1,120 0.01
☰ ADI - Analog Devices Add 3.63% 7,022 0.07
☰ MA - Mastercard Inc. Add 3.08% 703 0.01
☰ FERG - Ferguson Enterprises Inc. Add 2.96% 855 0.01
☰ JPM - JPMorgan Chase & Co. Add 2.61% 1,023 0.01
☰ OZK - Bank OZK Add 2.53% 29,429 0.05
☰ ANET - Arista Networks Inc. Add 2.10% 2,006 0.03
☰ MEDP - Medpace Holdings Inc. Add 1.55% 2,862 0.05
☰ FND - Floor & Decor Holdings Add 1.45% 3,941 0.02
☰ V - Visa Inc. Add 1.25% 4,759 0.05
☰ FISV - Fiserv Inc. Add 0.98% 4,687 0.03
☰ IBP - Installed Building Products Add 0.97% 4,540 0.04
☰ SCHW - Charles Schwab Corp. Add 0.97% 8,382 0.03
☰ AME - Ametek Inc. Add 0.94% 8,719 0.06
☰ BRK.B - Berkshire Hathaway CL B Add 0.94% 4,495 0.08
☰ LFUS - Littelfuse Inc. Add 0.94% 731 0.01
☰ PGR - Progressive Corp. Add 0.84% 4,452 0.04
☰ KMX - CarMax Inc. Add 0.79% 12,550 0.04
☰ LULU - Lululemon Athletica Inc. Add 0.67% 862 0.01
☰ HEI.A - HEICO Corp. CL A Add 0.65% 4,702 0.04
☰ META - Meta Platforms Inc. Add 0.64% 1,893 0.04
☰ NVR - NVR Inc. Add 0.31% 41 0.01
☰ GOOG - Alphabet Inc. CL C Add 0.25% 1,636 0.01
☰ KEYS - Keysight Technologies Inc. Add 0.25% 1,212 0.01
☰ DIS - Walt Disney Co. Add 0.21% 496 0.00
☰ EW - Edwards Lifesciences Corp. Add 0.07% 298 0.00
☰ SPY - SPDR S&P 500 ETF Trust Buy 4,752 0.11
☰ DFH - Dream Finders Homes Buy 32,202 0.04
☰ BAC - Bank of America Corp. Reduce 0.08% 835 0.00
☰ TSM - Taiwan Semiconductor S.A. Reduce 0.37% 30 0.00
☰ FBIN - Fortune Brands Innovations Inc. Reduce 1.60% 7,240 0.02
☰ MTB - M&T Bank Corp. Reduce 2.10% 7,408 0.04
☰ MKL - Markel Group Inc. Reduce 48.51% 39,078 2.42
☰ COHR - Coherent Corp. Sell 100.00% 116,314 0.29
☰ TJX - TJX Companies Inc. Sell 100.00% 1,085 0.00
☰ CIEN - Ciena Corp. Sell 100.00% 661 0.00
Q1 2024
☰ SBUX - Starbucks Corp. Add 5,880.22% 365,338 1.36
☰ OZK - Bank OZK Add 387.96% 926,339 1.71
☰ MEDP - Medpace Holdings Inc. Add 17.49% 27,568 0.45
☰ COHR - Coherent Corp. Add 7.56% 8,177 0.02
☰ FERG - Ferguson Enterprises Inc. Add 7.20% 1,942 0.02
☰ CACC - Credit Acceptance Corp. Add 6.83% 1,544 0.03
☰ MA - Mastercard Inc. Add 6.69% 1,431 0.03
☰ JPM - JPMorgan Chase & Co. Add 6.61% 2,430 0.02
☰ ALGN - Align Technology Inc. Add 6.29% 1,709 0.02
☰ LULU - Lululemon Athletica Inc. Add 6.14% 7,474 0.12
☰ FISV - Fiserv Inc. Add 5.58% 25,372 0.16
☰ PGR - Progressive Corp. Add 4.91% 24,818 0.21
☰ GOOGL - Alphabet Inc. Add 4.75% 13,278 0.08
☰ NVR - NVR Inc. Add 3.68% 466 0.15
☰ SCHW - Charles Schwab Corp. Add 3.30% 27,527 0.08
☰ HEI.A - HEICO Corp. CL A Add 3.21% 22,392 0.14
☰ KMX - CarMax Inc. Add 3.18% 48,824 0.17
☰ ADI - Analog Devices Add 3.05% 5,730 0.05
☰ MTB - M&T Bank Corp. Add 2.80% 9,614 0.06
☰ META - Meta Platforms Inc. Add 2.74% 7,888 0.16
☰ IBP - Installed Building Products Add 2.54% 11,586 0.12
☰ FIVE - Five Below Inc. Add 2.00% 13,092 0.10
☰ LFUS - Littelfuse Inc. Add 1.97% 1,503 0.01
☰ AME - Ametek Inc. Add 1.94% 17,686 0.13
☰ MKL - Markel Group Inc. Add 1.73% 1,369 0.08
☰ KEYS - Keysight Technologies Inc. Add 1.59% 7,493 0.05
☰ V - Visa Inc. Add 1.36% 5,116 0.06
☰ GOOG - Alphabet Inc. CL C Add 1.23% 7,850 0.05
☰ EW - Edwards Lifesciences Corp. Add 1.09% 4,812 0.02
☰ DIS - Walt Disney Co. Add 0.87% 2,009 0.01
☰ BKNG - Booking Holdings Inc. Buy 282,350 1.67
☰ ABNB - Airbnb Inc. Buy 7,055 0.05
☰ GBTC - Grayscale Bitcoin Tr Btc Buy 7,442 0.02
☰ TSM - Taiwan Semiconductor S.A. Reduce 0.57% 47 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.80% 3,881 0.07
☰ AAPL - Apple Inc. Reduce 1.51% 154 0.00
☰ ANET - Arista Networks Inc. Reduce 3.85% 3,831 0.04
☰ BAC - Bank of America Corp. Reduce 4.12% 42,384 0.07
☰ FND - Floor & Decor Holdings Reduce 5.14% 14,754 0.08
☰ ITB - iShares U.S. Home Construction ETF Reduce 22.67% 3,327 0.02
☰ FBIN - Fortune Brands Innovations Inc. Reduce 49.79% 449,022 1.61
☰ TJX - TJX Companies Inc. Reduce 87.47% 7,572 0.03
☰ CIEN - Ciena Corp. Reduce 99.89% 625,275 1.32
☰ MBC - Masterbrand Inc Sell 100.00% 912,988 0.64
☰ ATHM - Autohome Inc Sell 100.00% 312,582 0.41
☰ SPY - SPDR S&P 500 ETF Trust Sell 100.00% 4,752 0.11
☰ BOOT - Boot Barn Hldgs Inc Sell 100.00% 8,253 0.03
☰ ROP - Roper Technologies Inc. Sell 100.00% 1,330 0.03
☰ BABA - Alibaba Group Holdings Sell 100.00% 4,976 0.02
☰ FAST - Fastenal Sell 100.00% 8,154 0.02
☰ KNX - Knight-Swift Transportation Sell 100.00% 7,789 0.02
☰ GIB - Cgi Inc Sell 100.00% 1,585 0.01
☰ MSFT - Microsoft Corp. Sell 100.00% 288 0.01
Q4 2023
☰ MEDP - Medpace Holdings Inc. Add 4,093.19% 153,904 2.22
☰ KNSL - Kinsale Capital Group Inc. Add 589.24% 15,055 0.24
☰ FISV - Fiserv Inc. Add 42.55% 135,780 0.85
☰ GOOGL - Alphabet Inc. Add 19.33% 45,262 0.30
☰ BRK.A - Berkshire Hathaway CL A Add 16.67% 1 0.03
☰ IBP - Installed Building Products Add 5.20% 22,528 0.19
☰ ITB - iShares U.S. Home Construction ETF Add 5.12% 715 0.00
☰ SCHW - Charles Schwab Corp. Add 3.65% 29,343 0.10
☰ MA - Mastercard Inc. Add 3.03% 630 0.01
☰ FERG - Ferguson Enterprises Inc. Add 2.99% 783 0.01
☰ CACC - Credit Acceptance Corp. Add 2.32% 512 0.01
☰ META - Meta Platforms Inc. Add 1.94% 5,483 0.09
☰ BRK.B - Berkshire Hathaway CL B Add 1.59% 7,566 0.13
☰ V - Visa Inc. Add 1.54% 5,722 0.07
☰ AME - Ametek Inc. Add 1.48% 13,235 0.10
☰ FIVE - Five Below Inc. Add 1.48% 9,532 0.10
☰ FND - Floor & Decor Holdings Add 1.29% 3,656 0.02
☰ OZK - Bank OZK Add 1.21% 2,845 0.01
☰ LULU - Lululemon Athletica Inc. Add 0.99% 1,188 0.03
☰ KMX - CarMax Inc. Add 0.86% 13,136 0.05
☰ ADI - Analog Devices Add 0.84% 1,558 0.01
☰ PGR - Progressive Corp. Add 0.82% 4,120 0.03
☰ ANET - Arista Networks Inc. Add 0.75% 744 0.01
☰ LFUS - Littelfuse Inc. Add 0.58% 440 0.01
☰ JPM - JPMorgan Chase & Co. Add 0.46% 167 0.00
☰ MBC - Masterbrand Inc Add 0.40% 3,610 0.00
☰ MTB - M&T Bank Corp. Add 0.27% 937 0.01
☰ KEYS - Keysight Technologies Inc. Add 0.21% 965 0.01
☰ BAC - Bank of America Corp. Add 0.19% 1,930 0.00
☰ FBIN - Fortune Brands Innovations Inc. Add 0.16% 1,435 0.01
☰ EW - Edwards Lifesciences Corp. Add 0.07% 304 0.00
☰ ALGN - Align Technology Inc. Buy 27,162 0.35
☰ NVR - NVR Inc. Reduce 0.02% 2 0.00
☰ DIS - Walt Disney Co. Reduce 0.03% 61 0.00
☰ ROP - Roper Technologies Inc. Reduce 0.37% 5 0.00
☰ TJX - TJX Companies Inc. Reduce 0.46% 40 0.00
☰ BABA - Alibaba Group Holdings Reduce 0.56% 28 0.00
☰ CIEN - Ciena Corp. Reduce 1.50% 9,527 0.02
☰ HEI.A - HEICO Corp. CL A Reduce 2.22% 15,850 0.11
☰ GIB - Cgi Inc Reduce 5.54% 93 0.00
☰ MKL - Markel Group Inc. Reduce 6.32% 5,345 0.43
☰ ATHM - Autohome Inc Reduce 8.90% 30,555 0.05
☰ FAST - Fastenal Reduce 8.93% 800 0.00
☰ AAPL - Apple Inc. Reduce 29.05% 4,168 0.04
☰ GOOG - Alphabet Inc. CL C Reduce 29.61% 268,374 1.92
☰ ODFL - Old Dominion Freight Line Reduce 41.92% 1,705 0.04
☰ COHR - Coherent Corp. Reduce 84.72% 599,573 1.06
☰ MSFT - Microsoft Corp. Reduce 92.00% 3,312 0.06
☰ BN - Brookfield Corp. Sell 100.00% 14,671 0.02
☰ IYF - Isharestr Sell 100.00% 2,803 0.01
Q3 2023
☰ COHR - Coherent Corp. Add 606.35% 607,517 1.07
☰ CPRT - Copart Inc. Add 100.00% 13,742 0.03
☰ NVO - Novo Nordisk A S Add 100.00% 6,200 0.03
☰ FISV - Fiserv Inc. Add 17.74% 48,088 0.30
☰ OZK - Bank OZK Add 12.07% 25,404 0.05
☰ MA - Mastercard Inc. Add 7.52% 1,452 0.03
☰ JPM - JPMorgan Chase & Co. Add 7.36% 2,511 0.02
☰ ROP - Roper Technologies Inc. Add 7.23% 90 0.00
☰ SCHW - Charles Schwab Corp. Add 6.97% 52,430 0.16
☰ CACC - Credit Acceptance Corp. Add 6.54% 1,356 0.03
☰ ITB - iShares U.S. Home Construction ETF Add 5.73% 757 0.00
☰ GOOGL - Alphabet Inc. Add 5.04% 11,236 0.08
☰ BAC - Bank of America Corp. Add 4.21% 41,528 0.06
☰ LULU - Lululemon Athletica Inc. Add 4.06% 4,709 0.10
☰ PGR - Progressive Corp. Add 2.88% 14,022 0.11
☰ FND - Floor & Decor Holdings Add 1.98% 5,496 0.03
☰ FIVE - Five Below Inc. Add 1.71% 10,845 0.09
☰ HEI.A - HEICO Corp. CL A Add 1.66% 11,629 0.08
☰ ADI - Analog Devices Add 1.42% 2,607 0.02
☰ KMX - CarMax Inc. Add 1.35% 20,198 0.08
☰ BRK.B - Berkshire Hathaway CL B Add 1.30% 6,097 0.12
☰ IBP - Installed Building Products Add 1.06% 4,542 0.03
☰ MTB - M&T Bank Corp. Add 1.04% 3,533 0.02
☰ META - Meta Platforms Inc. Add 0.98% 2,741 0.04
☰ MKL - Markel Group Inc. Add 0.86% 719 0.06
☰ GIB - Cgiinc Add 0.78% 13 0.00
☰ AME - Ametek Inc. Add 0.51% 4,556 0.04
☰ NVR - NVR Inc. Add 0.51% 64 0.02
☰ LFUS - Littelfuse Inc. Add 0.31% 237 0.00
☰ MSFT - Microsoft Corp. Add 0.17% 6 0.00
☰ EW - Edwards Lifesciences Corp. Add 0.16% 706 0.00
☰ DIS - Walt Disney Co. Add 0.11% 262 0.00
☰ AAPL - Apple Inc. Add 0.08% 11 0.00
☰ KEYS - Keysight Technologies Inc. Add 0.01% 30 0.00
☰ FERG - Ferguson Enterprises Inc. Buy 26,185 0.23
☰ KNSL - Kinsale Capital Group Inc. Buy 2,555 0.06
☰ MEDP - Medpace Holdings Inc. Buy 3,760 0.05
☰ ATHM - Autohomeinc Reduce 0.04% 149 0.00
☰ V - Visa Inc. Reduce 0.04% 141 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 0.08% 712 0.00
☰ FBIN - Fortune Brands Innovations Inc. Reduce 0.15% 1,384 0.01
☰ MBC - Masterbrand Inc Reduce 0.17% 1,556 0.00
☰ IYF - Isharestr Reduce 1.06% 30 0.00
☰ GLD - SPDR Gold Trust Reduce 1.75% 75 0.00
☰ SITE - SiteOne Landscape Supply Inc. Reduce 2.34% 90 0.00
☰ ANET - Arista Networks Inc. Reduce 5.06% 5,257 0.05
☰ BN - Brookfield Corp. Reduce 9.57% 1,552 0.00
☰ CIEN - Ciena Corp. Reduce 9.68% 68,069 0.15
☰ BRK.A - Berkshire Hathaway CL A Reduce 33.33% 3 0.08
☰ SSNC - SS&C Technologies Holdings Inc. Sell 100.00% 161,122 0.51
☰ LEVI - Levi Strauss & Co. Sell 100.00% 32,939 0.03
☰ SNBR - Sleep Number Corp Sell 100.00% 21,057 0.03
Q2 2023
☰ ADI - Analog Devices Add 511.10% 153,477 1.57
☰ ITB - iShares U.S. Home Construction ETF Add 169.05% 8,297 0.04
☰ MTB - M&T Bank Corp. Add 13.69% 40,767 0.26
☰ BAC - Bank of America Corp. Add 9.51% 85,635 0.13
☰ LFUS - Littelfuse Inc. Add 8.47% 5,920 0.09
☰ HEI.A - HEICO Corp. CL A Add 6.67% 43,838 0.32
☰ META - Meta Platforms Inc. Add 6.16% 16,237 0.24
☰ AME - Ametek Inc. Add 6.05% 50,892 0.43
☰ EW - Edwards Lifesciences Corp. Add 6.01% 24,921 0.12
☰ BRK.B - Berkshire Hathaway CL B Add 5.67% 25,223 0.45
☰ CIEN - Ciena Corp. Add 5.53% 36,856 0.08
☰ KEYS - Keysight Technologies Inc. Add 5.48% 24,423 0.22
☰ MKL - Markel Group Inc. Add 5.29% 4,210 0.31
☰ FIVE - Five Below Inc. Add 5.27% 31,727 0.33
☰ GOOG - Alphabet Inc. CL C Add 5.22% 44,960 0.29
☰ V - Visa Inc. Add 5.22% 18,436 0.23
☰ MBC - Masterbrand Inc Add 5.19% 44,971 0.03
☰ OZK - Bank OZK Add 5.13% 10,266 0.02
☰ KMX - CarMax Inc. Add 5.05% 72,181 0.32
☰ FND - Floor & Decor Holdings Add 4.75% 12,615 0.07
☰ GOOGL - Alphabet Inc. Add 4.56% 9,711 0.06
☰ NVR - NVR Inc. Add 3.99% 484 0.16
☰ FISV - Fiserv Inc. Add 3.96% 10,335 0.07
☰ COHR - Coherent Corp. Add 3.80% 3,667 0.01
☰ ANET - Arista Networks Inc. Add 3.49% 3,505 0.03
☰ SSNC - SS&C Technologies Holdings Inc. Add 3.46% 5,394 0.02
☰ JPM - JPMorgan Chase & Co. Add 3.24% 1,069 0.01
☰ CACC - Credit Acceptance Corp. Add 2.94% 592 0.02
☰ MA - Mastercard Inc. Add 2.51% 472 0.01
☰ SITE - SiteOne Landscape Supply Inc. Add 2.40% 90 0.00
☰ LULU - Lululemon Athletica Inc. Add 1.58% 1,803 0.04
☰ PGR - Progressive Corp. Add 1.28% 6,178 0.04
☰ IBP - Installed Building Products Add 1.00% 4,247 0.03
☰ DIS - Walt Disney Co. Add 0.68% 1,568 0.01
☰ FBIN - Fortune Brands Innovations Inc. Add 0.47% 4,212 0.02
☰ MSFT - Microsoft Corp. Add 0.45% 16 0.00
☰ ATHM - Autohome Inc Add 0.41% 1,396 0.00
☰ GLD - SPDR Gold Trust Add 0.38% 16 0.00
☰ SNBR - Sleep Number Corp Reduce 0.10% 22 0.00
☰ SPY - SPDR S&P 500 ETF Trust Reduce 0.19% 9 0.00
☰ SBUX - Starbucks Corp. Reduce 0.83% 52 0.00
☰ IYF - Ishares Tr Reduce 1.53% 44 0.00
☰ AAPL - Apple Inc. Reduce 2.05% 300 0.00
☰ KNX - Knight-Swift Transportation Reduce 3.19% 257 0.00
☰ ROP - Roper Technologies Inc. Reduce 6.74% 90 0.00
☰ SCHW - Charles Schwab Corp. Reduce 38.42% 469,199 1.48
☰ TSM - Taiwan Semiconductor S.A. Reduce 41.96% 5,957 0.03
☰ J - Jacobs Solutions Inc. Sell 100.00% 2,458 0.02
Q1 2023
☰ COHR - Coherent Corp. Add 12.86% 11,002 0.03
☰ CACC - Credit Acceptance Corp. Add 9.07% 1,676 0.04
☰ MA - Mastercard Inc. Add 8.29% 1,442 0.03
☰ ADI - Analog Devices Add 7.28% 2,039 0.02
☰ JPM - JPMorgan Chase & Co. Add 5.71% 1,785 0.01
☰ PGR - Progressive Corp. Add 4.31% 19,906 0.17
☰ LULU - Lululemon Athletica Inc. Add 3.85% 4,232 0.09
☰ IBP - Installed Building Products Add 2.61% 10,789 0.07
☰ GOOGL - Alphabet Inc. Add 2.35% 4,897 0.03
☰ ATHM - Autohome Inc Add 1.73% 5,819 0.01
☰ DIS - Walt Disney Co. Add 1.32% 2,978 0.02
☰ LFUS - Littelfuse Inc. Add 0.64% 446 0.01
☰ BABA - Alibaba Group Holdings Add 0.56% 28 0.00
☰ FBIN - Fortune Brands Innovations Inc. Add 0.07% 633 0.00
☰ FISV - Fiserv Inc. Buy 260,671 1.77
☰ FND - Floor & Decor Holdings Reduce 0.37% 990 0.00
☰ KMX - CarMax Inc. Reduce 0.50% 7,248 0.03
☰ ANET - Arista Networks Inc. Reduce 0.77% 783 0.01
☰ AME - Ametek Inc. Reduce 1.37% 11,690 0.10
☰ V - Visa Inc. Reduce 1.48% 5,312 0.07
☰ SCHW - Charles Schwab Corp. Reduce 1.73% 21,524 0.11
☰ CIEN - Ciena Corp. Reduce 2.05% 13,981 0.04
☰ HEI.A - HEICO Corp. CL A Reduce 2.07% 13,914 0.10
☰ MKL - Markel Group Inc. Reduce 2.17% 1,764 0.14
☰ BN - Brookfield Corp. Reduce 2.56% 427 0.00
☰ EW - Edwards Lifesciences Corp. Reduce 2.63% 11,198 0.05
☰ FIVE - Five Below Inc. Reduce 2.65% 16,357 0.18
☰ META - Meta Platforms Inc. Reduce 2.70% 7,315 0.05
☰ MTB - M&T Bank Corp. Reduce 2.80% 8,564 0.08
☰ GOOG - Alphabet Inc. CL C Reduce 2.81% 24,902 0.14
☰ NVR - NVR Inc. Reduce 2.91% 363 0.10
☰ BRK.B - Berkshire Hathaway CL B Reduce 3.56% 16,434 0.31
☰ BAC - Bank of America Corp. Reduce 3.78% 35,369 0.07
☰ KEYS - Keysight Technologies Inc. Reduce 3.79% 17,551 0.19
☰ MBC - Masterbrand Inc Reduce 3.80% 34,179 0.02
☰ OZK - Bank OZK Reduce 4.35% 9,100 0.02
☰ TJX - TJX Companies Inc. Reduce 5.44% 500 0.00
☰ IYF - Ishares Tr Reduce 5.70% 174 0.00
☰ TSM - Taiwan Semiconductor S.A. Reduce 5.77% 869 0.00
☰ FAST - Fastenal Reduce 7.73% 750 0.00
☰ ROP - Roper Technologies Inc. Reduce 8.56% 125 0.00
☰ J - Jacobs Solutions Inc. Reduce 40.25% 1,656 0.01
☰ ITB - iShares U.S. Home Construction ETF Reduce 53.48% 5,643 0.02
☰ SSNC - SS&C Technologies Holdings Inc. Reduce 61.80% 251,885 0.81
☰ SNBR - Sleep Number Corp Reduce 94.46% 359,184 0.58
☰ FRCB - First Rep Bk SAn Francisco C Sell 100.00% 236,893 1.78
☰ VOO - Vanguard S&P 500 ETF Sell 100.00% 6,900 0.15
☰ ICE - Intercontinental Exchange Inc. Sell 100.00% 13,438 0.09
☰ UNH - United Health Group Inc. Sell 100.00% 1,733 0.06
☰ COST - Costco Co. Sell 100.00% 350 0.01
☰ RMD - ResMed Inc. Sell 100.00% 437 0.01
☰ RBA - Ritchie Bros Auctioneers Sell 100.00% 1,070 0.00
Q4 2022
☰ CPRT - Copart Inc. Add 100.00% 6,871 0.03
☰ LULU - Lululemon Athletica Inc. Add 83.22% 49,892 0.99
☰ TSM - Taiwan Semiconductor S.A. Add 82.84% 6,826 0.03
☰ FBIN - Fortune Brands Innovations Inc. Add 41.17% 261,602 0.92
☰ KMX - CarMax Inc. Add 16.93% 207,770 0.78
☰ COHR - Coherent Corp. Add 15.26% 11,322 0.03
☰ ITB - iShares U.S. Home Construction ETF Add 14.02% 1,297 0.00
☰ FND - Floor & Decor Holdings Add 13.04% 30,721 0.13
☰ BRK.A - Berkshire Hathaway CL A Add 12.50% 1 0.03
☰ MA - Mastercard Inc. Add 12.17% 1,887 0.04
☰ CACC - Credit Acceptance Corp. Add 11.77% 1,946 0.06
☰ JPM - JPMorgan Chase & Co. Add 9.54% 2,722 0.02
☰ FRCB - First Rep Bk SAn Francisco C Add 7.96% 17,473 0.13
☰ ANET - Arista Networks Inc. Add 7.72% 7,252 0.05
☰ ADI - Analog Devices Add 7.10% 1,855 0.02
☰ GOOGL - Alphabet Inc. Add 4.17% 8,336 0.05
☰ PGR - Progressive Corp. Add 2.31% 10,401 0.08
☰ MTB - M&T Bank Corp. Add 1.33% 4,013 0.04
☰ SCHW - Charles Schwab Corp. Add 1.16% 14,303 0.07
☰ HEI.A - HEICO Corp. CL A Add 0.88% 5,852 0.04
☰ META - Meta Platforms Inc. Add 0.88% 2,356 0.02
☰ AME - Ametek Inc. Add 0.76% 6,450 0.06
☰ BAC - Bank of America Corp. Add 0.49% 4,522 0.01
☰ DIS - Walt Disney Co. Add 0.33% 752 0.00
☰ FIVE - Five Below Inc. Add 0.32% 1,969 0.02
☰ MBC - Masterbrand Inc Buy 900,142 0.42
☰ VOO - Vanguard S&P 500 ETF Buy 6,900 0.15
☰ UNH - United Health Group Inc. Buy 1,733 0.06
☰ BN - Brookfield Corp. Buy 16,650 0.03
☰ J - Jacobs Solutions Inc. Buy 4,114 0.03
☰ IBP - Installed Building Products Reduce 0.16% 654 0.00
☰ CIEN - Ciena Corp. Reduce 0.24% 1,629 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.30% 1,403 0.03
☰ KEYS - Keysight Technologies Inc. Reduce 0.48% 2,251 0.02
☰ V - Visa Inc. Reduce 0.50% 1,792 0.02
☰ GOOG - Alphabet Inc. CL C Reduce 0.68% 6,062 0.04
☰ LFUS - Littelfuse Inc. Reduce 0.73% 513 0.01
☰ OZK - Bank OZK Reduce 0.79% 1,667 0.00
☰ EW - Edwards Lifesciences Corp. Reduce 0.94% 4,023 0.02
☰ MKL - Markel Group Inc. Reduce 0.97% 793 0.06
☰ SNBR - Sleep Number Corp Reduce 1.55% 5,999 0.01
☰ NVR - NVR Inc. Reduce 1.63% 207 0.06
☰ ATHM - Autohome Inc Reduce 1.70% 5,810 0.01
☰ IYF - Ishares Tr Reduce 1.90% 59 0.00
☰ SSNC - SS&C Technologies Holdings Inc. Reduce 42.81% 305,173 0.99
☰ ICE - Intercontinental Exchange Inc. Reduce 96.17% 337,175 2.07
☰ BAM.A - Brookfield Asset Mgmt Inc Sell 100.00% 16,650 0.05
☰ LLY - Eli Lilly & Co. Sell 100.00% 432 0.01
Q3 2022
☰ GOOGL - Alphabet Inc. Add 1,982.10% 190,341 1.24
☰ GOOG - Alphabet Inc. CL C Add 1,929.08% 849,028 5.53
☰ LULU - Lululemon Athletica Inc. Add 1,199.09% 55,338 1.05
☰ FRCB - First Rep Bk SAn Francisco C Add 655.16% 190,364 1.68
☰ FND - Floor & Decor Holdings Add 363.49% 184,778 0.88
☰ ITB - iShares U.S. Home Construction ETF Add 7.88% 676 0.00
☰ CACC - Credit Acceptance Corp. Add 6.52% 1,012 0.03
☰ ANET - Arista Networks Inc. Add 3.76% 3,404 0.03
☰ MA - Mastercard Inc. Add 3.31% 497 0.01
☰ EW - Edwards Lifesciences Corp. Add 3.19% 13,314 0.07
☰ ADI - Analog Devices Add 2.95% 749 0.01
☰ SCHW - Charles Schwab Corp. Add 2.92% 34,808 0.17
☰ FBIN - Fortune Brands Innovations Inc. Add 2.79% 17,248 0.06
☰ KMX - CarMax Inc. Add 2.56% 30,633 0.14
☰ V - Visa Inc. Add 2.43% 8,559 0.10
☰ AME - Ametek Inc. Add 2.32% 19,179 0.15
☰ MKL - Markel Group Inc. Add 2.02% 1,624 0.12
☰ ICE - Intercontinental Exchange Inc. Add 1.80% 6,210 0.04
☰ META - Meta Platforms Inc. Add 1.76% 4,640 0.04
☰ SSNC - SS&C Technologies Holdings Inc. Add 1.75% 12,266 0.04
☰ KEYS - Keysight Technologies Inc. Add 1.55% 7,118 0.08
☰ IBP - Installed Building Products Add 1.49% 6,081 0.03
☰ OZK - Bank OZK Add 1.43% 2,968 0.01
☰ MTB - M&T Bank Corp. Add 1.29% 3,850 0.05
☰ FIVE - Five Below Inc. Add 1.16% 7,091 0.07
☰ CIEN - Ciena Corp. Add 1.15% 7,769 0.02
☰ BRK.B - Berkshire Hathaway CL B Add 1.12% 5,105 0.09
☰ HEI.A - HEICO Corp. CL A Add 1.11% 7,297 0.06
☰ ATHM - Autohome Inc Add 1.10% 3,714 0.01
☰ LFUS - Littelfuse Inc. Add 1.08% 749 0.01
☰ DIS - Walt Disney Co. Add 1.02% 2,282 0.01
☰ SNBR - Sleep Number Corp Add 1.01% 3,859 0.01
☰ BAC - Bank of America Corp. Add 0.23% 2,111 0.00
☰ COHR - Coherent Corp. Buy 74,202 0.18
☰ SPY - SPDR S&P 500 ETF Trust Reduce 0.19% 9 0.00
☰ SBUX - Starbucks Corp. Reduce 0.90% 57 0.00
☰ BABA - Alibaba Group Holdings Reduce 1.48% 75 0.00
☰ BAM.A - Brookfield Asset Mgmt Inc Reduce 2.00% 339 0.00
☰ PGR - Progressive Corp. Reduce 22.10% 127,915 0.98
☰ NVR - NVR Inc. Reduce 23.11% 3,816 1.01
☰ JPM - JPMorgan Chase & Co. Reduce 89.96% 255,638 1.90
☰ IIVI - Ii-Vi Inc Sell 100.00% 71,663 0.24
Q2 2022
☰ LFUS - Littelfuse Inc. Add 2,397.44% 66,409 1.11
☰ ADI - Analog Devices Add 454.52% 20,808 0.20
☰ ITB - iShares U.S. Home Construction ETF Add 28.39% 1,897 0.01
☰ FIVE - Five Below Inc. Add 23.18% 114,653 0.86
☰ FBIN - Fortune Brands Innovations Inc. Add 6.46% 37,527 0.15
☰ DIS - Walt Disney Co. Add 6.40% 13,417 0.08
☰ SNBR - Sleep Number Corp Add 6.03% 21,763 0.04
☰ GOOG - Alphabet Inc. CL C Add 5.85% 2,431 0.35
☰ BAC - Bank of America Corp. Add 5.28% 46,604 0.10
☰ KEYS - Keysight Technologies Inc. Add 5.10% 22,222 0.20
☰ NVR - NVR Inc. Add 4.96% 781 0.21
☰ BRK.B - Berkshire Hathaway CL B Add 4.52% 19,796 0.36
☰ CIEN - Ciena Corp. Add 4.42% 28,546 0.09
☰ SSNC - SS&C Technologies Holdings Inc. Add 4.35% 29,172 0.11
☰ HEI.A - HEICO Corp. CL A Add 4.09% 25,829 0.18
☰ ICE - Intercontinental Exchange Inc. Add 4.08% 13,494 0.08
☰ KMX - CarMax Inc. Add 3.90% 44,923 0.27
☰ SCHW - Charles Schwab Corp. Add 3.54% 40,860 0.17
☰ CACC - Credit Acceptance Corp. Add 2.97% 447 0.01
☰ EW - Edwards Lifesciences Corp. Add 2.91% 11,791 0.07
☰ FRCB - First Rep Bk SAn Francisco C Add 2.78% 786 0.01
☰ JPM - JPMorgan Chase & Co. Add 2.75% 7,609 0.06
☰ MTB - M&T Bank Corp. Add 2.73% 7,933 0.08
☰ AME - Ametek Inc. Add 2.70% 21,751 0.16
☰ META - Meta Platforms Inc. Add 2.64% 6,773 0.07
☰ IBP - Installed Building Products Add 2.58% 10,269 0.06
☰ MKL - Markel Group Inc. Add 2.51% 1,970 0.17
☰ V - Visa Inc. Add 2.50% 8,568 0.11
☰ ATHM - Autohome Inc Add 2.34% 7,740 0.02
☰ OZK - Bank OZK Add 2.32% 4,718 0.01
☰ ANET - Arista Networks Inc. Add 2.08% 1,844 0.01
☰ GOOGL - Alphabet Inc. Add 1.88% 177 0.03
☰ BABA - Alibaba Group Holdings Add 1.51% 75 0.00
☰ MA - Mastercard Inc. Add 0.37% 55 0.00
☰ IIVI - Ii-Vi Inc Add 0.33% 238 0.00
☰ FND - Floor & Decor Holdings Buy 50,835 0.21
☰ CPRT - Copart Inc. Buy 6,871 0.05
☰ PGR - Progressive Corp. Reduce 19.60% 141,096 0.91
☰ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 34,474 0.26
☰ UNH - United Health Group Inc. Sell 100.00% 2,435 0.07
Q1 2022
☰ IBP - Installed Building Products Add 152.05% 239,866 1.15
☰ CIEN - Ciena Corp. Add 93.99% 312,987 1.07
☰ ITB - iShares U.S. Home Construction ETF Add 59.79% 2,500 0.01
☰ FIVE - Five Below Inc. Add 42.70% 148,009 1.32
☰ OZK - Bank OZK Add 12.89% 23,217 0.06
☰ SSNC - SS&C Technologies Holdings Inc. Add 5.65% 35,915 0.15
☰ KMX - CarMax Inc. Add 3.85% 42,742 0.23
☰ FRCB - First Rep Bk SAn Francisco C Add 3.78% 1,029 0.01
☰ META - Meta Platforms Inc. Add 3.51% 8,706 0.11
☰ JPM - JPMorgan Chase & Co. Add 3.46% 9,261 0.07
☰ GOOG - Alphabet Inc. CL C Add 3.19% 1,284 0.20
☰ MKL - Markel Group Inc. Add 2.94% 2,245 0.19
☰ MTB - M&T Bank Corp. Add 2.90% 8,203 0.08
☰ MA - Mastercard Inc. Add 2.80% 408 0.01
☰ HEI.A - HEICO Corp. CL A Add 2.19% 13,531 0.12
☰ IIVI - Ii-Vi Inc Add 1.94% 1,357 0.01
☰ ANET - Arista Networks Inc. Add 1.84% 1,599 0.01
☰ V - Visa Inc. Add 1.62% 5,472 0.07
☰ AME - Ametek Inc. Add 1.57% 12,485 0.09
☰ CACC - Credit Acceptance Corp. Add 1.04% 155 0.00
☰ SCHW - Charles Schwab Corp. Add 0.91% 10,422 0.05
☰ ATHM - Autohome Inc Add 0.83% 2,729 0.00
☰ NVR - NVR Inc. Add 0.70% 109 0.03
☰ SNBR - Sleep Number Corp Add 0.57% 2,050 0.01
☰ BAC - Bank of America Corp. Add 0.55% 4,804 0.01
☰ FBIN - Fortune Brands Innovations Inc. Add 0.50% 2,902 0.01
☰ GOOGL - Alphabet Inc. Add 0.50% 47 0.01
☰ KEYS - Keysight Technologies Inc. Add 0.23% 1,011 0.01
☰ DIS - Walt Disney Co. Add 0.19% 397 0.00
☰ COST - Costco Co. Buy 350 0.01
☰ EW - Edwards Lifesciences Corp. Reduce 0.17% 671 0.00
☰ ICE - Intercontinental Exchange Inc. Reduce 0.60% 1,985 0.01
☰ SPY - SPDR S&P 500 ETF Trust Reduce 5.17% 260 0.01
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 6.49% 2,391 0.02
☰ AAPL - Apple Inc. Reduce 10.06% 1,638 0.02
☰ PGR - Progressive Corp. Reduce 11.85% 96,817 0.53
☰ BRK.B - Berkshire Hathaway CL B Reduce 21.04% 116,682 1.86
☰ TSM - Taiwan Semiconductor S.A. Reduce 37.50% 4,943 0.03
☰ UNH - United Health Group Inc. Reduce 40.07% 1,628 0.04
☰ AMZN - Amazon.com Inc. Sell 100.00% 15,160 0.13
☰ W - Wayfair Inc. Sell 100.00% 5,602 0.06
Q4 2021
☰ MTB - M&T Bank Corp. Add 5,929.98% 277,701 2.27
☰ SSNC - SS&C Technologies Holdings Inc. Add 417.16% 512,563 2.24
☰ ANET - Arista Networks Inc. Add 260.84% 62,988 0.48
☰ AAPL - Apple Inc. Add 42.30% 4,838 0.04
☰ ITB - iShares U.S. Home Construction ETF Add 14.20% 520 0.00
☰ MA - Mastercard Inc. Add 10.21% 1,348 0.03
☰ IIVI - Ii-Vi Inc Add 8.78% 5,654 0.02
☰ AMZN - Amazon.com Inc. Add 7.82% 1,100 0.01
☰ UNH - United Health Group Inc. Add 6.36% 243 0.01
☰ TSM - Taiwan Semiconductor S.A. Add 5.90% 735 0.00
☰ ICE - Intercontinental Exchange Inc. Add 5.41% 17,086 0.12
☰ DIS - Walt Disney Co. Add 4.42% 8,862 0.07
☰ FIVE - Five Below Inc. Add 3.95% 13,171 0.15
☰ HEI.A - HEICO Corp. CL A Add 3.76% 22,415 0.15
☰ SPY - SPDR S&P 500 ETF Trust Add 3.67% 178 0.00
☰ AME - Ametek Inc. Add 3.55% 27,184 0.21
☰ FBIN - Fortune Brands Innovations Inc. Add 3.38% 18,906 0.11
☰ SNBR - Sleep Number Corp Add 3.31% 11,499 0.05
☰ W - Wayfair Inc. Add 3.00% 163 0.00
☰ MKL - Markel Group Inc. Add 2.83% 2,102 0.14
☰ SCHW - Charles Schwab Corp. Add 2.09% 23,350 0.10
☰ PGR - Progressive Corp. Add 1.98% 15,856 0.09
☰ V - Visa Inc. Add 1.97% 6,517 0.08
☰ NVR - NVR Inc. Add 1.60% 246 0.08
☰ GOOG - Alphabet Inc. CL C Add 1.40% 556 0.09
☰ FRCB - First Rep Bk SAn Francisco C Add 1.10% 297 0.00
☰ KEYS - Keysight Technologies Inc. Add 1.05% 4,506 0.05
☰ EW - Edwards Lifesciences Corp. Add 0.90% 3,612 0.02
☰ OZK - Bank OZK Add 0.87% 1,548 0.00
☰ META - Meta Platforms Inc. Add 0.06% 153 0.00
☰ CIEN - Ciena Corp. Buy 332,984 1.37
☰ IBP - Installed Building Products Buy 157,758 1.18
☰ LBRDK - Liberty Broadband Corp. CL C Buy 36,865 0.32
☰ BOOT - Boot Barn Hldgs Inc Buy 8,253 0.05
☰ SITE - SiteOne Landscape Supply Inc. Buy 3,753 0.05
☰ ADI - Analog Devices Buy 4,578 0.04
☰ GLD - SPDR Gold Trust Buy 4,265 0.04
☰ LEVI - Levi Strauss & Co. Buy 32,939 0.04
☰ SBUX - Starbucks Corp. Reduce 0.08% 5 0.00
☰ GOOGL - Alphabet Inc. Reduce 0.53% 50 0.01
☰ TJX - TJX Companies Inc. Reduce 3.59% 342 0.00
☰ KMX - CarMax Inc. Reduce 4.34% 50,340 0.38
☰ ATHM - Autohome Inc Reduce 11.12% 41,003 0.11
☰ CACC - Credit Acceptance Corp. Reduce 12.16% 2,066 0.07
☰ BRK.B - Berkshire Hathaway CL B Reduce 25.81% 192,956 3.14
☰ JPM - JPMorgan Chase & Co. Reduce 29.99% 114,483 1.12
☰ BAC - Bank of America Corp. Reduce 34.95% 471,523 1.19
☰ HCSG - Healthcare Services Group, Inc. Sell 100.00% 370,166 0.55
☰ LBRDA - Liberty Broadband Corp. CL A Sell 100.00% 35,455 0.36
☰ ISRG - Intuitive Surgical Inc. Sell 100.00% 135 0.00
Q3 2021
☰ CACC - Credit Acceptance Corp. Add 74.63% 7,259 0.25
☰ TSM - Taiwan Semiconductor S.A. Add 51.07% 4,208 0.03
☰ AMZN - Amazon.com Inc. Add 50.86% 4,740 0.05
☰ ANET - Arista Networks Inc. Add 50.59% 8,112 0.16
☰ SSNC - SS&C Technologies Holdings Inc. Add 49.80% 40,847 0.17
☰ FRCB - First Rep Bk SAn Francisco C Add 48.39% 8,786 0.10
☰ MA - Mastercard Inc. Add 44.25% 4,049 0.08
☰ ITB - iShares U.S. Home Construction ETF Add 24.40% 718 0.00
☰ TJX - TJX Companies Inc. Add 15.43% 1,275 0.01
☰ ROP - Roper Technologies Inc. Add 9.36% 125 0.00
☰ FAST - Fastenal Add 8.38% 750 0.00
☰ ATHM - Autohome Inc Add 6.64% 22,957 0.06
☰ META - Meta Platforms Inc. Add 5.92% 13,863 0.28
☰ ICE - Intercontinental Exchange Inc. Add 5.78% 17,243 0.12
☰ FIVE - Five Below Inc. Add 5.71% 18,009 0.19
☰ JPM - JPMorgan Chase & Co. Add 5.03% 18,282 0.18
☰ SCHW - Charles Schwab Corp. Add 4.79% 51,121 0.22
☰ KMX - CarMax Inc. Add 4.39% 48,715 0.37
☰ MKL - Markel Group Inc. Add 4.07% 2,900 0.21
☰ PGR - Progressive Corp. Add 3.93% 30,277 0.16
☰ AME - Ametek Inc. Add 3.43% 25,406 0.19
☰ GOOGL - Alphabet Inc. Add 3.33% 304 0.05
☰ GOOG - Alphabet Inc. CL C Add 3.05% 1,178 0.19
☰ HEI.A - HEICO Corp. CL A Add 3.01% 17,424 0.12
☰ FBIN - Fortune Brands Innovations Inc. Add 2.24% 12,261 0.07
☰ NVR - NVR Inc. Add 1.87% 282 0.08
☰ BRK.B - Berkshire Hathaway CL B Add 1.60% 11,800 0.19
☰ KEYS - Keysight Technologies Inc. Add 1.38% 5,854 0.06
☰ BAC - Bank of America Corp. Add 0.25% 3,356 0.01
☰ LBRDA - Liberty Broadband Corp. CL A Buy 35,455 0.36
☰ IIVI - Ii-Vi Inc Buy 64,414 0.23
☰ UNH - United Health Group Inc. Buy 3,820 0.09
☰ W - Wayfair Inc. Buy 5,439 0.08
☰ BABA - Alibaba Group Holdings Buy 4,976 0.04
☰ SNBR - Sleep Number Corp Reduce 0.01% 49 0.00
☰ HCSG - Healthcare Services Group, Inc. Reduce 0.05% 179 0.00
☰ OZK - Bank OZK Reduce 0.28% 503 0.00
☰ V - Visa Inc. Reduce 0.58% 1,946 0.03
☰ LFUS - Littelfuse Inc. Reduce 0.65% 18 0.00
☰ DIS - Walt Disney Co. Reduce 0.70% 1,415 0.02
☰ EW - Edwards Lifesciences Corp. Reduce 0.83% 3,379 0.02
☰ SLV - Ishares Silver Tr Reduce 1.71% 400 0.00
☰ AAPL - Apple Inc. Reduce 3.25% 384 0.00
☰ GIB - Cgi Inc Reduce 21.46% 455 0.00
☰ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 20,482 0.22
☰ JEG - Jacobs Engr Group Inc Sell 100.00% 11,477 0.09
☰ NGD - New Gold Inc Cda Sell 100.00% 30,000 0.00
Q2 2021
☰ PGR - Progressive Corp. Add 14.08% 95,117 0.57
☰ DIS - Walt Disney Co. Add 7.30% 13,717 0.15
☰ ATHM - Autohome Inc Cl-A Adr Add 6.16% 20,066 0.08
☰ GOOGL - Alphabet Inc. Add 5.39% 467 0.07
☰ V - Visa Inc. Add 5.31% 16,791 0.24
☰ ICE - Intercontinental Exchange Inc. Add 5.24% 14,864 0.11
☰ HEI.A - HEICO Corp. CL A Add 5.13% 28,231 0.21
☰ MKL - Markel Group Inc. Add 4.74% 3,230 0.23
☰ SCHW - Charles Schwab Corp. Add 4.50% 45,988 0.20
☰ BAC - Bank of America Corp. Add 4.37% 56,398 0.14
☰ BRK.B - Berkshire Hathaway CL B Add 4.25% 30,025 0.51
☰ FBIN - Fortune Brands Innovations Inc. Add 4.19% 21,998 0.13
☰ KEYS - Keysight Technologies Inc. Add 4.16% 16,936 0.16
☰ EW - Edwards Lifesciences Corp. Add 3.94% 15,389 0.10
☰ KMX - CarMax Inc. Add 3.88% 41,540 0.33
☰ FIVE - Five Below Inc. Add 3.87% 11,744 0.14
☰ NVR - NVR Inc. Add 3.75% 545 0.17
☰ GOOG - Alphabet Inc. CL C Add 3.44% 1,284 0.20
☰ AME - Ametek Inc. Add 3.19% 22,889 0.19
☰ JPM - JPMorgan Chase & Co. Add 2.56% 9,056 0.09
☰ SNBR - Sleep Number Corp Add 2.15% 7,294 0.05
☰ SLV - Ishares Silver Tr Add 1.74% 400 0.00
☰ HCSG - Healthcare Services Group, Inc. Add 1.66% 6,033 0.01
☰ OZK - Bank OZK Add 1.36% 2,405 0.01
☰ META - Meta Platforms Inc. Add 1.16% 2,680 0.06
☰ AAPL - Apple Inc. Add 0.03% 3 0.00
☰ MTB - M&T Bank Corp. Buy 4,683 0.04
☰ GIB - Cgi Inc Buy 2,120 0.01
☰ ITB - iShares U.S. Home Construction ETF Buy 2,943 0.01
☰ NGD - New Gold Inc Cda Buy 30,000 0.00
☰ TJX - TJX Companies Inc. Reduce 1.67% 140 0.00
☰ AMZN - Amazon.com Inc. Reduce 4.90% 480 0.00
☰ LBRDK - Liberty Broadband Corp. CL C Reduce 5.74% 1,248 0.01
☰ SSNC - SS&C Technologies Holdings Inc. Reduce 5.85% 5,101 0.02
☰ ANET - Arista Networks Inc. Reduce 6.40% 1,096 0.02
☰ FRCB - First Rep Bk SAn Francisco C Reduce 6.45% 1,251 0.01
☰ MA - Mastercard Inc. Reduce 8.40% 839 0.02
☰ CACC - Credit Acceptance Corp. Reduce 9.12% 976 0.02
☰ TSM - Taiwan Semiconductor S.A. Reduce 11.18% 1,037 0.01
☰ JEG - Jacobs Engr Group Inc Reduce 28.67% 4,612 0.04
Q1 2021
☰ MKL - Markel Group Inc. Add 45.62% 21,330 1.63
☰ CACC - Credit Acceptance Corp. Add 9.70% 946 0.02
☰ ROP - Roper Technologies Inc. Add 7.23% 90 0.00
☰ META - Meta Platforms Inc. Add 5.48% 12,025 0.24
☰ AMZN - Amazon.com Inc. Add 5.15% 480 0.00
☰ ANET - Arista Networks Inc. Add 4.98% 813 0.02
☰ LBRDK - Liberty Broadband Corp. CL C Add 4.49% 933 0.01
☰ FRCB - First Rep Bk SAn Francisco C Add 3.95% 738 0.01
☰ SSNC - SS&C Technologies Holdings Inc. Add 3.88% 3,253 0.02
☰ V - Visa Inc. Add 3.61% 11,012 0.16
☰ MA - Mastercard Inc. Add 3.57% 344 0.01
☰ ATHM - Autohome Inc Cl-A Adr Add 3.30% 10,412 0.06
☰ PGR - Progressive Corp. Add 3.25% 21,278 0.14
☰ ICE - Intercontinental Exchange Inc. Add 3.17% 8,730 0.07
☰ SNBR - Sleep Number Corp Add 3.06% 10,088 0.10
☰ HEI.A - HEICO Corp. CL A Add 2.65% 14,222 0.11
☰ JPM - JPMorgan Chase & Co. Add 2.55% 8,817 0.09
☰ SCHW - Charles Schwab Corp. Add 2.42% 24,177 0.11
☰ BRK.B - Berkshire Hathaway CL B Add 2.23% 15,402 0.26
☰ FIVE - Five Below Inc. Add 1.95% 5,809 0.07
☰ NVR - NVR Inc. Add 1.76% 252 0.08
☰ FBIN - Fortune Brands Innovations Inc. Add 1.66% 8,555 0.05
☰ GOOGL - Alphabet Inc. Add 1.36% 116 0.02
☰ BAC - Bank of America Corp. Add 0.91% 11,690 0.03
☰ KEYS - Keysight Technologies Inc. Add 0.84% 3,400 0.03
☰ AME - Ametek Inc. Add 0.76% 5,417 0.05
☰ HCSG - Healthcare Services Group, Inc. Add 0.68% 2,463 0.00
☰ GOOG - Alphabet Inc. CL C Add 0.61% 225 0.03
☰ EW - Edwards Lifesciences Corp. Add 0.60% 2,326 0.01
☰ JEG - Jacobs Engr Group Inc Add 0.42% 67 0.00
☰ IYF - Ishares Tr Buy 3,110 0.02
☰ DIS - Walt Disney Co. Reduce 0.24% 445 0.01
☰ AAPL - Apple Inc. Reduce 0.71% 85 0.00
☰ TSM - Taiwan Semiconductor S.A. Reduce 1.07% 100 0.00
☰ SPY - SPDR S&P 500 ETF Trust Reduce 1.72% 85 0.00
☰ KMX - CarMax Inc. Reduce 4.18% 46,613 0.34
☰ OZK - Bank OZK Reduce 50.39% 179,422 0.43
☰ TJX - TJX Companies Inc. Reduce 79.00% 31,623 0.17
☰ W - Wayfair Inc. Sell 100.00% 1,525 0.03
Q4 2020
☰ ATHM - Autohome Inc Cl-A Adr Add 61.83% 120,449 0.92
☰ SNBR - Sleep Number Corp Add 54.52% 116,348 0.73
☰ AAPL - Apple Inc. Add 26.21% 2,472 0.02
☰ CACC - Credit Acceptance Corp. Add 21.61% 1,734 0.05
☰ SSNC - SS&C Technologies Holdings Inc. Add 17.30% 12,369 0.07
☰ MA - Mastercard Inc. Add 16.68% 1,379 0.04
☰ ANET - Arista Networks Inc. Add 16.19% 2,274 0.05
☰ LBRDK - Liberty Broadband Corp. CL C Add 16.02% 2,871 0.03
☰ TJX - TJX Companies Inc. Add 13.10% 4,635 0.02
☰ FRCB - First Rep Bk SAn Francisco C Add 12.47% 2,070 0.02
☰ GOOGL - Alphabet Inc. Add 9.71% 756 0.10
☰ PGR - Progressive Corp. Add 6.51% 39,960 0.30
☰ MKL - Markel Group Inc. Add 4.54% 2,029 0.16
☰ DIS - Walt Disney Co. Add 4.00% 7,255 0.10
☰ SCHW - Charles Schwab Corp. Add 3.92% 37,680 0.15
☰ EW - Edwards Lifesciences Corp. Add 3.85% 14,392 0.10
☰ META - Meta Platforms Inc. Add 3.75% 7,929 0.17
☰ KMX - CarMax Inc. Add 3.46% 37,322 0.27
☰ JEG - Jacobs Engr Group Inc Add 3.45% 535 0.00
☰ ICE - Intercontinental Exchange Inc. Add 3.18% 8,482 0.07
☰ FIVE - Five Below Inc. Add 2.70% 7,844 0.11
☰ JPM - JPMorgan Chase & Co. Add 2.70% 9,087 0.09
☰ FBIN - Fortune Brands Innovations Inc. Add 2.66% 13,351 0.09
☰ GOOG - Alphabet Inc. CL C Add 2.47% 894 0.12
☰ NVR - NVR Inc. Add 2.41% 337 0.11
☰ BRK.B - Berkshire Hathaway CL B Add 2.40% 16,160 0.29
☰ HEI.A - HEICO Corp. CL A Add 2.28% 11,953 0.11
☰ KEYS - Keysight Technologies Inc. Add 1.50% 5,958 0.06
☰ HCSG - Healthcare Services Group, Inc. Add 1.45% 5,156 0.01
☰ MSFT - Microsoft Corp. Add 1.39% 49 0.00
☰ V - Visa Inc. Add 1.33% 4,005 0.07
☰ BAC - Bank of America Corp. Add 1.24% 15,636 0.04
☰ OZK - Bank OZK Add 1.15% 4,037 0.01
☰ AME - Ametek Inc. Reduce 5.74% 43,389 0.40
☰ SPY - SPDR S&P 500 ETF Trust Reduce 6.76% 358 0.01
☰ AMZN - Amazon.com Inc. Reduce 9.86% 1,020 0.01
☰ TSM - Taiwan Semiconductor S.A. Reduce 24.36% 3,020 0.02
☰ W - Wayfair Inc. Reduce 64.79% 2,806 0.08
☰ LFUS - Littelfuse Inc. Reduce 95.15% 54,713 0.89
☰ LBRDA - Liberty Broadband Corp. CL A Sell 100.00% 1,205 0.02
Q3 2020
☰ AAPL - Apple Inc. Add 241.24% 6,668 0.07
☰ TSM - Taiwan Semiconductor S.A. Add 132.33% 7,061 0.05
☰ LBRDK - Liberty Broadband Corp. CL C Add 88.56% 8,419 0.11
☰ FRCB - First Rep Bk SAn Francisco C Add 86.67% 7,708 0.08
☰ ANET - Arista Networks Inc. Add 35.77% 3,700 0.07
☰ SSNC - SS&C Technologies Holdings Inc. Add 34.50% 18,341 0.10
☰ BRK.A - Berkshire Hathaway CL A Add 33.33% 2 0.06
☰ W - Wayfair Inc. Add 23.11% 813 0.02
☰ CACC - Credit Acceptance Corp. Add 21.47% 1,418 0.04
☰ TJX - TJX Companies Inc. Add 18.45% 5,512 0.03
☰ AMZN - Amazon.com Inc. Add 12.64% 1,160 0.02
☰ JEG - Jacobs Engr Group Inc Add 9.38% 1,328 0.01
☰ ICE - Intercontinental Exchange Inc. Add 3.72% 9,563 0.09
☰ HEI.A - HEICO Corp. CL A Add 3.03% 15,408 0.13
☰ BAM.A - Brookfield Asset Mgt-A Lv Add 2.49% 413 0.00
☰ PGR - Progressive Corp. Add 1.71% 10,328 0.09
☰ MA - Mastercard Inc. Add 1.41% 115 0.00
☰ JPM - JPMorgan Chase & Co. Add 1.33% 4,405 0.04
☰ MKL - Markel Group Inc. Add 1.25% 553 0.05
☰ KMX - CarMax Inc. Add 1.15% 12,237 0.10
☰ AME - Ametek Inc. Add 1.11% 8,323 0.08
☰ FIVE - Five Below Inc. Add 0.50% 1,450 0.02
☰ META - Meta Platforms Inc. Add 0.43% 910 0.02
☰ SCHW - Charles Schwab Corp. Add 0.40% 3,854 0.01
☰ V - Visa Inc. Add 0.35% 1,057 0.02
☰ EW - Edwards Lifesciences Corp. Add 0.21% 795 0.01
☰ SBUX - Starbucks Corp. Buy 6,327 0.05
☰ SLV - Ishares Silver Tr Buy 23,000 0.05
☰ NVO - Novo Nordisk A S Buy 6,200 0.04
☰ LBRDA - Liberty Broadband Corp. CL A Buy 1,205 0.02
☰ ISRG - Intuitive Surgical Inc. Buy 135 0.01
☰ LLY - Eli Lilly & Co. Buy 432 0.01
☰ RBA - Ritchie Brothers Auctionr Buy 1,070 0.01
☰ RMD - ResMed Inc. Buy 437 0.01
☰ BAC - Bank of America Corp. Reduce 0.02% 312 0.00
☰ GOOG - Alphabet Inc. CL C Reduce 0.45% 164 0.02
☰ HCSG - Healthcare Services Group, Inc. Reduce 0.55% 1,955 0.00
☰ LULU - Lululemon Athletica Inc. Reduce 0.65% 30 0.00
☰ FBIN - Fortune Brands Innovations Inc. Reduce 0.74% 3,726 0.02
☰ KEYS - Keysight Technologies Inc. Reduce 1.01% 4,068 0.04
☰ NVR - NVR Inc. Reduce 1.11% 156 0.05
☰ OZK - Bank OZK Reduce 1.21% 4,319 0.01
☰ LFUS - Littelfuse Inc. Reduce 1.27% 741 0.01
☰ SNBR - Sleep Number Corp Reduce 1.46% 3,159 0.01
☰ ATHM - Autohome Inc Cl-A Adr Reduce 1.81% 3,600 0.03
☰ DIS - Walt Disney Co. Reduce 2.68% 4,995 0.06
☰ GOOGL - Alphabet Inc. Reduce 15.40% 1,417 0.20
☰ BRK.B - Berkshire Hathaway CL B Reduce 20.17% 170,289 3.02
☰ CHTR - Charter Communications Sell 100.00% 1,000 0.05
☰ LM09 - Liberty Media Corp Del Sell 100.00% 12,274 0.04
☰ UNH - United Health Group Inc. Sell 100.00% 1,014 0.03
Q2 2020
☰ SSNC - SS&C Technologies Holdings Inc. Add 573.35% 45,266 0.26
☰ MA - Mastercard Inc. Add 319.94% 6,210 0.18
☰ TJX - TJX Companies Inc. Add 236.03% 20,988 0.11
☰ EW - Edwards Lifesciences Corp. Add 214.65% 254,201 1.75
☰ BRK.A - Berkshire Hathaway CL A Add 100.00% 3 0.08
☰ BAM.A - Brookfield Asset Mgt-A Lv Add 42.48% 4,942 0.01
☰ GOOGL - Alphabet Inc. Add 38.87% 2,576 0.36
☰ META - Meta Platforms Inc. Add 24.40% 41,336 0.93
☰ HCSG - Healthcare Services Group, Inc. Add 21.73% 64,022 0.16
☰ AAPL - Apple Inc. Add 17.22% 406 0.01
☰ LM09 - Liberty Media Corp Del Add 15.47% 1,644 0.01
☰ ATHM - Autohome Inc Cl-A Adr Add 14.59% 25,267 0.19
☰ FIVE - Five Below Inc. Add 10.21% 26,734 0.28
☰ SCHW - Charles Schwab Corp. Add 7.75% 68,794 0.23
☰ MKL - Markel Group Inc. Add 7.21% 2,971 0.27
☰ PGR - Progressive Corp. Add 6.98% 39,398 0.31
☰ GOOG - Alphabet Inc. CL C Add 6.39% 2,182 0.31
☰ HEI.A - HEICO Corp. CL A Add 5.88% 28,248 0.23
☰ JPM - JPMorgan Chase & Co. Add 2.92% 9,430 0.09
☰ AME - Ametek Inc. Add 2.74% 19,909 0.18
☰ V - Visa Inc. Add 2.16% 6,356 0.12
☰ KEYS - Keysight Technologies Inc. Add 1.76% 6,955 0.07
☰ NVR - NVR Inc. Add 1.71% 238 0.08
☰ BRK.B - Berkshire Hathaway CL B Add 1.64% 13,627 0.24
☰ DIS - Walt Disney Co. Add 1.40% 2,573 0.03
☰ FBIN - Fortune Brands Innovations Inc. Add 0.38% 1,938 0.01
☰ OZK - Bank OZK Add 0.25% 893 0.00
☰ SNBR - Sleep Number Corp Add 0.21% 461 0.00
☰ ICE - Intercontinental Exchange Inc. Buy 256,926 2.34
☰ CACC - Credit Acceptance Corp. Buy 6,605 0.28
☰ ANET - Arista Networks Inc. Buy 10,345 0.22
☰ AMZN - Amazon.com Inc. Buy 9,180 0.13
☰ JEG - Jacobs Engr Group Inc Buy 14,159 0.12
☰ LBRDK - Liberty Broadband Corp. CL C Buy 9,507 0.12
☰ FRCB - First Rep Bk SAn Francisco C Buy 8,893 0.09
☰ MSFT - Microsoft Corp. Buy 3,529 0.07
☰ W - Wayfair Inc. Buy 3,518 0.07
☰ CHTR - Charter Communications Buy 1,000 0.05
☰ TSM - Taiwan Semiconductor S.A. Buy 5,336 0.03
☰ UNH - United Health Group Inc. Buy 1,014 0.03
☰ LFUS - Littelfuse Inc. Reduce 0.56% 328 0.01
☰ BAC - Bank of America Corp. Reduce 2.91% 37,833 0.10
☰ KMX - CarMax Inc. Reduce 3.28% 36,215 0.25
☰ UNP - Union Pacific Sell 100.00% 51,978 0.93
☰ LUV - Southwest Airlines Sell 100.00% 8,348 0.04
☰ DAL - Delta Air Lines Inc. Sell 100.00% 9,296 0.03
☰ MHK - Mohawk Industries Sell 100.00% 3,218 0.03
Q1 2020
☰ FIVE - Five Below Inc. Add 7,182.20% 258,272 2.32
☰ ODFL - Old Dominion Freight Line Add 49.96% 1,355 0.02
☰ BAC - Bank of America Corp. Add 34.85% 336,010 0.91
☰ PGR - Progressive Corp. Add 25.62% 115,149 1.08
☰ AAPL - Apple Inc. Add 10.86% 231 0.01
☰ FAST - Fastenal Add 9.81% 800 0.00
☰ MKL - Markel Group Inc. Add 5.61% 2,187 0.26
☰ GOOGL - Alphabet Inc. Add 4.03% 257 0.04
☰ ATHM - Autohome Inc Buy 173,150 1.57
☰ SNBR - Sleep Number Corp Buy 216,108 0.53
☰ SSNC - SS&C Technologies Holdings Inc. Buy 7,895 0.04
☰ DAL - Delta Air Lines Inc. Buy 9,296 0.03
☰ KEYS - Keysight Technologies Inc. Reduce 0.66% 2,625 0.02
☰ TJX - TJX Companies Inc. Reduce 0.89% 80 0.00
☰ HEI.A - HEICO Corp. CL A Reduce 4.23% 21,219 0.17
☰ JPM - JPMorgan Chase & Co. Reduce 5.10% 17,332 0.22
☰ KMX - CarMax Inc. Reduce 5.76% 67,385 0.53
☰ GOOG - Alphabet Inc. CL C Reduce 6.47% 2,361 0.29
☰ V - Visa Inc. Reduce 6.60% 20,770 0.35
☰ BRK.B - Berkshire Hathaway CL B Reduce 6.73% 59,955 1.23
☰ SCHW - Charles Schwab Corp. Reduce 6.76% 64,380 0.28
☰ META - Meta Platforms Inc. Reduce 7.54% 13,821 0.26
☰ EW - Edwards Lifesciences Corp. Reduce 7.85% 10,089 0.21
☰ HCSG - Healthcare Services Group, Inc. Reduce 7.85% 25,084 0.05
☰ OZK - Bank OZK Reduce 8.04% 31,099 0.09
☰ NVR - NVR Inc. Reduce 8.07% 1,218 0.42
☰ DIS - Walt Disney Co. Reduce 8.17% 16,330 0.21
☰ BAM.A - Brookfield Asset Mgt-A Lv Reduce 10.08% 1,304 0.01
☰ AME - Ametek Inc. Reduce 12.63% 105,154 0.95
☰ FBIN - Fortune Brands Innovations Inc. Reduce 19.84% 124,879 0.74
☰ LFUS - Littelfuse Inc. Reduce 49.67% 57,800 1.00
☰ UNP - Union Pacific Reduce 67.90% 109,966 1.80
☰ MTB - M&T Bank Corp. Sell 100.00% 139,368 2.14
☰ ORLY - O'Reilly Automotive Sell 100.00% 27,638 1.10
Q4 2019
☰ LUV - Southwest Airlines Add 92.62% 4,014 0.02
☰ PGR - Progressive Corp. Add 67.53% 181,146 1.19
☰ KEYS - Keysight Technologies Inc. Add 32.63% 97,902 0.91
☰ GOOGL - Alphabet Inc. Add 10.28% 594 0.07
☰ AME - Ametek Inc. Add 4.44% 35,424 0.32
☰ NVR - NVR Inc. Add 4.40% 636 0.22
☰ META - Meta Platforms Inc. Add 3.55% 6,284 0.12
☰ HEI.A - HEICO Corp. CL A Add 3.41% 16,535 0.13
☰ GOOG - Alphabet Inc. CL C Add 2.46% 876 0.11
☰ BRK.B - Berkshire Hathaway CL B Add 2.27% 19,806 0.41
☰ BAC - Bank of America Corp. Add 1.95% 18,412 0.06
☰ MKL - Markel Group Inc. Add 1.83% 700 0.07
☰ SCHW - Charles Schwab Corp. Add 1.68% 15,716 0.07
☰ DIS - Walt Disney Co. Add 1.63% 3,216 0.04
☰ V - Visa Inc. Add 1.62% 5,025 0.09
☰ LFUS - Littelfuse Inc. Add 1.48% 1,699 0.03
☰ FBIN - Fortune Brands Innovations Inc. Add 1.38% 8,568 0.05
☰ UNP - Union Pacific Add 1.21% 1,933 0.03
☰ HCSG - Healthcare Services Group, Inc. Add 1.20% 3,802 0.01
☰ EW - Edwards Lifesciences Corp. Add 1.01% 1,282 0.03
☰ MTB - M&T Bank Corp. Add 0.94% 1,301 0.02
☰ JPM - JPMorgan Chase & Co. Add 0.66% 2,243 0.03
☰ ORLY - O'Reilly Automotive Reduce 0.98% 273 0.01
☰ TJX - TJX Companies Inc. Reduce 1.21% 110 0.00
☰ KMX - CarMax Inc. Reduce 4.34% 53,130 0.47
☰ MA - Mastercard Inc. Reduce 4.81% 98 0.00
☰ MHK - Mohawk Industries Reduce 35.13% 1,743 0.02
☰ OZK - Bank OZK Reduce 47.24% 346,176 0.94
Q3 2019
☰ BAC - Bank of America Corp. Add 7.35% 64,729 0.19
☰ KEYS - Keysight Technologies Inc. Add 5.84% 16,567 0.16
☰ ORLY - O'Reilly Automotive Add 2.25% 614 0.02
☰ META - Meta Platforms Inc. Add 2.10% 3,636 0.06
☰ MTB - M&T Bank Corp. Add 1.83% 2,481 0.04
☰ GOOG - Alphabet Inc. CL C Add 1.47% 517 0.06
☰ JPM - JPMorgan Chase & Co. Add 1.13% 3,771 0.04
☰ MKL - Markel Group Inc. Add 1.10% 418 0.05
☰ NVR - NVR Inc. Add 1.03% 148 0.05
☰ SCHW - Charles Schwab Corp. Add 0.86% 7,964 0.03
☰ BRK.B - Berkshire Hathaway CL B Add 0.75% 6,525 0.14
☰ HCSG - Healthcare Services Group, Inc. Add 0.71% 2,230 0.01
☰ AME - Ametek Inc. Add 0.58% 4,559 0.04
☰ LFUS - Littelfuse Inc. Add 0.48% 551 0.01
☰ UNP - Union Pacific Add 0.48% 772 0.01
☰ FBIN - Fortune Brands Innovations Inc. Add 0.27% 1,663 0.01
☰ KMX - CarMax Inc. Add 0.25% 3,003 0.03
☰ OZK - Bank OZK Add 0.24% 1,777 0.00
☰ EW - Edwards Lifesciences Corp. Add 0.19% 243 0.01
☰ DIS - Walt Disney Co. Add 0.03% 52 0.00
☰ PGR - Progressive Corp. Buy 268,243 2.07
☰ V - Visa Inc. Reduce 0.08% 234 0.00
☰ HEI.A - HEICO Corp. CL A Reduce 0.26% 1,258 0.01
☰ GOOGL - Alphabet Inc. Reduce 1.48% 87 0.01
☰ TJX - TJX Companies Inc. Reduce 2.77% 259 0.00
☰ MHK - Mohawk Industries Reduce 97.05% 163,448 2.44
☰ LKQ - LKQ Corp. Sell 100.00% 220 0.00
Q2 2019
☰ KEYS - Keysight Technologies Inc. Add 144.21% 167,411 1.52
☰ FAST - Fastenal Add 100.00% 4,077 0.02
☰ SCHW - Charles Schwab Corp. Add 25.92% 191,073 0.78
☰ BAC - Bank of America Corp. Add 17.95% 134,090 0.39
☰ LUV - Southwest Airlines Add 9.42% 373 0.00
☰ HCSG - Healthcare Services Group, Inc. Add 9.17% 26,344 0.08
☰ MTB - M&T Bank Corp. Add 7.23% 9,143 0.16
☰ META - Meta Platforms Inc. Add 5.31% 8,743 0.17
☰ ODFL - Old Dominion Freight Line Add 5.24% 135 0.00
☰ OZK - Bank OZK Add 5.23% 36,307 0.11
☰ JPM - JPMorgan Chase & Co. Add 5.00% 15,896 0.18
☰ LFUS - Littelfuse Inc. Add 4.90% 5,330 0.10
☰ NVR - NVR Inc. Add 4.32% 593 0.20
☰ AME - Ametek Inc. Add 3.96% 30,238 0.28
☰ KNX - Knight-Swift Transportation Add 3.91% 303 0.00
☰ BRK.B - Berkshire Hathaway CL B Add 3.88% 32,318 0.70
☰ MKL - Markel Group Inc. Add 3.75% 1,371 0.15
☰ FBIN - Fortune Brands Innovations Inc. Add 3.70% 22,090 0.13
☰ DIS - Walt Disney Co. Add 3.59% 6,816 0.10
☰ HEI.A - HEICO Corp. CL A Add 2.93% 13,855 0.14
☰ KMX - CarMax Inc. Add 2.63% 31,307 0.27
☰ EW - Edwards Lifesciences Corp. Add 2.47% 3,067 0.06
☰ V - Visa Inc. Add 2.40% 7,262 0.13
☰ GOOG - Alphabet Inc. CL C Add 2.22% 764 0.08
☰ UNP - Union Pacific Add 1.55% 2,429 0.04
☰ GOOGL - Alphabet Inc. Reduce 1.73% 103 0.01
☰ ORLY - O'Reilly Automotive Reduce 5.25% 1,514 0.07
☰ MHK - Mohawk Industries Reduce 24.11% 53,500 0.77
☰ LM09 - Liberty Media-C Lib Form Reduce 59.50% 15,616 0.07
☰ LKQ - LKQ Corp. Reduce 99.95% 417,056 1.36
Q1 2019
☰ HCSG - Healthcare Services Group, Inc. Add 3,000.95% 278,068 1.05
☰ META - Meta Platforms Inc. Add 40.82% 47,703 0.91
☰ SCHW - Charles Schwab Corp. Add 10.95% 72,778 0.36
☰ LFUS - Littelfuse Inc. Add 7.41% 7,508 0.16
☰ MKL - Markel Group Inc. Add 6.05% 2,085 0.24
☰ GOOGL - Alphabet Inc. Add 5.82% 328 0.04
☰ JPM - JPMorgan Chase & Co. Add 5.27% 15,921 0.18
☰ HEI.A - HEICO Corp. CL A Add 3.48% 15,911 0.15
☰ OZK - Bank OZK Add 3.38% 22,680 0.08
☰ BRK.B - Berkshire Hathaway CL B Add 2.98% 24,107 0.56
☰ KMX - CarMax Inc. Add 2.87% 33,205 0.27
☰ NVR - NVR Inc. Add 2.42% 324 0.10
☰ MTB - M&T Bank Corp. Add 2.16% 2,679 0.05
☰ FBIN - Fortune Brands Innovations Inc. Add 2.14% 12,496 0.07
☰ V - Visa Inc. Add 1.59% 4,743 0.08
☰ EW - Edwards Lifesciences Corp. Add 1.43% 1,745 0.04
☰ LULU - Lululemon Athletica Inc. Add 0.98% 45 0.00
☰ GOOG - Alphabet Inc. CL C Add 0.45% 153 0.02
☰ BAC - Bank of America Corp. Buy 746,916 2.36
☰ KEYS - Keysight Technologies Inc. Buy 116,090 1.16
☰ ROP - Roper Technologies Inc. Buy 1,245 0.05
☰ ODFL - Old Dominion Freight Line Buy 2,577 0.04
☰ KNX - Knight-Swift Transportation Buy 7,743 0.03
☰ AME - Ametek Inc. Reduce 0.39% 2,999 0.03
☰ MHK - Mohawk Industries Reduce 0.90% 2,026 0.03
☰ DIS - Walt Disney Co. Reduce 0.94% 1,807 0.03
☰ MA - Mastercard Inc. Reduce 1.69% 35 0.00
☰ AAPL - Apple Inc. Reduce 2.34% 51 0.00
☰ LKQ - LKQ Corp. Reduce 3.65% 15,807 0.05
☰ TJX - TJX Companies Inc. Reduce 14.57% 1,593 0.01
☰ UNP - Union Pacific Reduce 19.31% 37,537 0.68
☰ ORLY - O'Reilly Automotive Reduce 42.55% 21,341 0.97
☰ LM09 - Liberty Media-C Lib Form Reduce 96.06% 639,292 2.58
☰ BCPC - Balchem Corp Sell 100.00% 2,266 0.02
Q4 2018
☰ TJX - TJX Companies Inc. Add 100.00% 5,467 0.03
☰ NVR - NVR Inc. Add 91.00% 6,382 2.05
☰ MHK - Mohawk Industries Add 89.43% 105,718 1.63
☰ FBIN - Fortune Brands Innovations Inc. Add 53.71% 204,241 1.02
☰ JPM - JPMorgan Chase & Co. Add 46.15% 95,425 1.23
☰ SCHW - Charles Schwab Corp. Add 31.26% 158,217 0.87
☰ META - Meta Platforms Inc. Add 2.87% 3,261 0.06
☰ AAPL - Apple Inc. Add 2.40% 51 0.00
☰ MTB - M&T Bank Corp. Add 1.82% 2,217 0.04
☰ GOOG - Alphabet Inc. CL C Add 0.74% 251 0.03
☰ MKL - Markel Group Inc. Add 0.66% 227 0.03
☰ OZK - Bank OZK Buy 671,992 2.02
☰ SPY - SPDR S&P 500 ETF Trust Reduce 0.13% 7 0.00
☰ BRK.B - Berkshire Hathaway CL B Reduce 0.56% 4,518 0.12
☰ AME - Ametek Inc. Reduce 0.72% 5,530 0.05
☰ GOOGL - Alphabet Inc. Reduce 0.77% 44 0.01
☰ LFUS - Littelfuse Inc. Reduce 0.80% 817 0.02
☰ KMX - CarMax Inc. Reduce 1.19% 13,912 0.12
☰ HEI.A - HEICO Corp. CL A Reduce 1.44% 6,661 0.06
☰ LM09 - Liberty Media-C Lib Form Reduce 1.58% 10,674 0.05
☰ V - Visa Inc. Reduce 1.60% 4,836 0.09
☰ LKQ - LKQ Corp. Reduce 1.76% 7,750 0.03
☰ ORLY - O'Reilly Automotive Reduce 1.91% 975 0.04
☰ UNP - Union Pacific Reduce 30.10% 83,688 1.64
☰ EW - Edwards Lifesciences Corp. Reduce 32.38% 58,512 1.22
☰ DIS - Walt Disney Co. Reduce 36.76% 111,389 1.57
☰ RYAAY - Ryanair Holdings PLC Sell 100.00% 2,500 0.03
Q3 2018
☰ JPM - JPMorgan Chase & Co. Add 1,301.16% 192,012 2.60
☰ LKQ - LKQ Corp. Add 15.18% 58,090 0.22
☰ FBIN - Fortune Brands Innovations Inc. Add 13.97% 46,617 0.29
☰ LFUS - Littelfuse Inc. Add 11.78% 10,761 0.26
☰ GOOG - Alphabet Inc. CL C Add 10.50% 3,224 0.46
☰ META - Meta Platforms Inc. Add 8.54% 8,937 0.18
☰ MTB - M&T Bank Corp. Add 8.32% 9,335 0.18
☰ MHK - Mohawk Industries Add 7.88% 8,630 0.18
☰ AME - Ametek Inc. Add 6.96% 50,170 0.48
☰ BRK.B - Berkshire Hathaway CL B Add 6.71% 51,106 1.32
☰ MKL - Markel Group Inc. Add 5.85% 1,892 0.27
☰ KMX - CarMax Inc. Add 5.56% 61,604 0.55
☰ EW - Edwards Lifesciences Corp. Add 4.74% 8,182 0.17
☰ DIS - Walt Disney Co. Add 4.40% 12,781 0.18
☰ LM09 - Liberty Media-C Lib Form Add 2.96% 19,427 0.09
☰ UNP - Union Pacific Add 1.87% 5,115 0.10
☰ HEI.A - HEICO Corp. CL A Add 0.97% 4,436 0.04
☰ SPY - SPDR S&P 500 ETF Trust Add 0.72% 38 0.00
☰ SCHW - Charles Schwab Corp. Buy 506,129 2.99
☰ NVR - NVR Inc. Buy 7,013 2.08
☰ AAPL - Apple Inc. Buy 2,127 0.06
☰ HCSG - Healthcare Services Group, Inc. Buy 9,266 0.05
☰ FAST - Fastenal Buy 4,077 0.03
☰ GOOGL - Alphabet Inc. Reduce 0.96% 55 0.01
☰ V - Visa Inc. Reduce 11.99% 41,211 0.77
☰ MA - Mastercard Inc. Reduce 34.14% 1,075 0.03
☰ ORLY - O'Reilly Automotive Reduce 46.45% 44,351 1.70
☰ FIVE - Five Below Inc. Reduce 67.34% 7,413 0.10
☰ WFC - Wells Fargo Sell 100.00% 341,577 2.66
☰ STN - Stantec Inc Sell 100.00% 21,329 0.10
☰ CACC - Credit Acceptance Corp. Sell 100.00% 992 0.05
☰ HBI - Hanesbrands Inc Sell 100.00% 12,264 0.04
☰ BKNG - Booking Holdings Inc. Sell 100.00% 1,250 0.01
Q2 2018
☰ LFUS - Littelfuse Inc. Add 5,897.24% 89,815 2.88
☰ HEI.A - HEICO Corp. CL A Add 24.72% 90,964 0.78
☰ FBIN - Fortune Brands Innovations Inc. Add 8.22% 25,340 0.19
☰ GOOG - Alphabet Inc. CL C Add 4.77% 1,398 0.22
☰ AME - Ametek Inc. Add 3.11% 21,743 0.22
☰ BRK.B - Berkshire Hathaway CL B Add 2.95% 21,802 0.57
☰ MHK - Mohawk Industries Add 2.50% 2,676 0.08
☰ MKL - Markel Group Inc. Add 2.06% 653 0.10
☰ ORLY - O'Reilly Automotive Add 1.77% 1,656 0.06
☰ DIS - Walt Disney Co. Add 1.74% 4,960 0.07
☰ UNP - Union Pacific Add 1.73% 4,649 0.09
☰ V - Visa Inc. Add 1.70% 5,733 0.11
☰ KMX - CarMax Inc. Add 1.49% 16,313 0.17
☰ WFC - Wells Fargo Add 0.99% 3,345 0.03
☰ EW - Edwards Lifesciences Corp. Add 0.78% 1,342 0.03
☰ MTB - M&T Bank Corp. Add 0.63% 708 0.02
☰ LM09 - Liberty Media-C Lib Form Add 0.58% 3,799 0.02
☰ META - Meta Platforms Inc. Buy 104,672 2.86
☰ BKNG - Booking Holdings Inc. Buy 1,250 0.01
☰ SPY - SPDR S&P 500 ETF Trust Reduce 0.72% 38 0.00
☰ MA - Mastercard Inc. Reduce 1.72% 55 0.00
☰ LKQ - LKQ Corp. Reduce 59.52% 562,779 3.11
☰ CACC - Credit Acceptance Corp. Reduce 98.45% 62,989 3.03
☰ FAST - Fastenal Sell 100.00% 4,077 0.03
Q1 2018
☰ TJX - TJX Companies Inc. Add 155.35% 3,326 0.04
☰ HEI.A - HEICO Corp. CL A Add 25.01% 73,614 0.76
☰ CACC - Credit Acceptance Corp. Add 7.66% 4,555 0.22
☰ DIS - Walt Disney Co. Add 6.81% 18,184 0.27
☰ EW - Edwards Lifesciences Corp. Add 5.94% 9,595 0.20
☰ KMX - CarMax Inc. Add 5.69% 58,738 0.53
☰ GOOG - Alphabet Inc. CL C Add 5.34% 1,485 0.22
☰ BRK.B - Berkshire Hathaway CL B Add 3.27% 23,412 0.68
☰ LKQ - LKQ Corp. Add 3.17% 29,019 0.16
☰ MKL - Markel Group Inc. Add 3.06% 939 0.16
☰ MHK - Mohawk Industries Add 2.91% 3,026 0.10
☰ AME - Ametek Inc. Add 2.38% 16,248 0.18
☰ LM09 - Liberty Media-C Lib Form Add 2.36% 15,071 0.07
☰ WFC - Wells Fargo Add 1.28% 4,268 0.03
☰ ORLY - O'Reilly Automotive Add 1.10% 1,024 0.04
☰ V - Visa Inc. Add 1.00% 3,362 0.06
☰ MTB - M&T Bank Corp. Add 0.57% 628 0.02
☰ UNP - Union Pacific Add 0.28% 742 0.01
☰ FBIN - Fortune Brands Innovations Inc. Add 0.27% 827 0.01
☰ SPY - SPDR S&P 500 ETF Trust Reduce 0.79% 42 0.00
☰ GOOGL - Alphabet Inc. Reduce 1.32% 77 0.01
Q4 2017
☰ GOOG - Alphabet Inc. CL C Add 14.23% 3,468 0.54
☰ KMX - CarMax Inc. Add 10.45% 97,703 0.94
☰ BRK.B - Berkshire Hathaway CL B Add 1.22% 8,612 0.25
☰ MKL - Markel Group Inc. Add 0.89% 270 0.05
☰ LM09 - Liberty Media-C Lib Form Add 0.15% 974 0.00
☰ JPM - JPMorgan Chase & Co. Add 0.14% 21 0.00
☰ CACC - Credit Acceptance Corp. Buy 59,426 2.87
☰ EW - Edwards Lifesciences Corp. Buy 161,571 2.72
☰ LFUS - Littelfuse Inc. Buy 1,523 0.04
☰ RYAAY - Ryanair Holdings PLC Buy 2,500 0.04
☰ ORLY - O'Reilly Automotive Reduce 0.51% 478 0.02
☰ STN - Stantec Inc Reduce 0.58% 125 0.00
☰ AME - Ametek Inc. Reduce 0.77% 5,271 0.06
☰ UNP - Union Pacific Reduce 0.80% 2,154 0.04
☰ V - Visa Inc. Reduce 1.26% 4,278 0.07
☰ HEI.A - HEICO Corp. CL A Reduce 2.53% 7,644 0.09
☰ MHK - Mohawk Industries Reduce 2.57% 2,742 0.11
☰ FBIN - Fortune Brands Innovations Inc. Reduce 3.04% 9,629 0.10
☰ GOOGL - Alphabet Inc. Reduce 3.45% 208 0.03
☰ LKQ - LKQ Corp. Reduce 16.66% 183,215 1.05
☰ DIS - Walt Disney Co. Reduce 24.03% 84,506 1.33
☰ MTB - M&T Bank Corp. Reduce 28.74% 44,710 1.15
☰ WFC - Wells Fargo Reduce 37.18% 197,665 1.74
☰ TJX - TJX Companies Inc. Reduce 48.99% 2,056 0.02
Q3 2017
☰ MA - Mastercard Inc. Add 113.03% 1,700 0.04
☰ FIVE - Five Below Inc. Add 85.37% 5,070 0.05
☰ JPM - JPMorgan Chase & Co. Add 19.04% 2,357 0.04
☰ UNP - Union Pacific Add 7.81% 19,532 0.36
☰ HEI.A - HEICO Corp. CL A Add 7.51% 21,082 0.26
☰ LM09 - Liberty Media-C Lib Form Add 7.22% 42,876 0.26
☰ GOOG - Alphabet Inc. CL C Add 6.24% 1,431 0.22
☰ KMX - CarMax Inc. Add 3.87% 34,838 0.42
☰ ORLY - O'Reilly Automotive Add 3.79% 3,404 0.12
☰ BRK.B - Berkshire Hathaway CL B Add 2.35% 16,243 0.48
☰ GOOGL - Alphabet Inc. Add 2.05% 121 0.02
☰ LKQ - LKQ Corp. Add 1.87% 20,163 0.12
☰ AME - Ametek Inc. Add 1.86% 12,550 0.13
☰ MKL - Markel Group Inc. Add 1.85% 553 0.09
☰ MHK - Mohawk Industries Add 1.64% 1,717 0.07
☰ MTB - M&T Bank Corp. Add 1.54% 2,362 0.06
☰ WFC - Wells Fargo Add 1.53% 8,001 0.07
☰ FBIN - Fortune Brands Innovations Inc. Add 1.46% 4,551 0.05
☰ DIS - Walt Disney Co. Add 1.28% 4,457 0.07
☰ STN - Stantec Inc Add 0.59% 125 0.00
☰ V - Visa Inc. Add 0.35% 1,191 0.02
☰ SPY - SPDR S&P 500 ETF Trust Buy 5,344 0.21
☰ BRK.A - Berkshire Hathaway CL A Buy 3 0.13
☰ LULU - Lululemon Athletica Inc. Buy 4,600 0.05
☰ TJX - TJX Companies Inc. Buy 4,197 0.05
Q2 2017
☰ HEI.A - HEICO Corp. CL A Add 32.69% 69,192 0.76
☰ ORLY - O'Reilly Automotive Add 5.05% 4,320 0.17
☰ KMX - CarMax Inc. Add 3.77% 32,689 0.37
☰ BRK.B - Berkshire Hathaway CL B Add 2.26% 15,312 0.46
☰ UNP - Union Pacific Add 1.54% 3,803 0.07
☰ WFC - Wells Fargo Add 1.28% 6,612 0.07
☰ MKL - Markel Group Inc. Add 1.13% 335 0.06
☰ GOOG - Alphabet Inc. CL C Add 1.08% 244 0.04
☰ V - Visa Inc. Add 1.05% 3,500 0.06
☰ FBIN - Fortune Brands Innovations Inc. Add 0.71% 2,207 0.03
☰ LM09 - Liberty Media-C Lib Form Buy 594,065 3.86
☰ GOOGL - Alphabet Inc. Reduce 0.54% 32 0.00
☰ BAM.A - Brookfield Asset Mgt Reduce 1.21% 158 0.00
☰ MHK - Mohawk Industries Reduce 1.89% 2,021 0.09
☰ AME - Ametek Inc. Reduce 13.81% 108,239 1.08
☰ DIS - Walt Disney Co. Reduce 15.27% 62,577 1.30
☰ MTB - M&T Bank Corp. Reduce 16.93% 31,237 0.89
☰ LKQ - LKQ Corp. Reduce 18.45% 244,254 1.32
☰ STN - Stantec Inc Reduce 48.42% 20,023 0.10
Q1 2017
☰ HEI.A - HEICO Corp. CL A Add 87.74% 98,929 1.36
☰ GOOG - Alphabet Inc. CL C Add 29.98% 5,234 0.80
☰ V - Visa Inc. Add 7.42% 23,085 0.38
☰ ORLY - O'Reilly Automotive Add 7.01% 5,602 0.28
☰ MKL - Markel Group Inc. Add 5.50% 1,542 0.28
☰ MHK - Mohawk Industries Add 3.04% 3,150 0.13
☰ LKQ - LKQ Corp. Add 2.11% 27,407 0.15
☰ BRK.B - Berkshire Hathaway CL B Add 2.03% 13,420 0.41
☰ KMX - CarMax Inc. Add 1.97% 16,738 0.18
☰ FBIN - Fortune Brands Innovations Inc. Add 1.60% 4,873 0.05
☰ WFC - Wells Fargo Add 0.52% 2,689 0.03
☰ FIVE - Five Below Inc. Buy 5,939 0.05
☰ HBI - Hanesbrands Inc Buy 12,264 0.05
☰ LUV - Southwest Airlines Buy 3,961 0.04
☰ DIS - Walt Disney Co. Reduce 0.23% 960 0.02
☰ AME - Ametek Inc. Reduce 0.77% 6,085 0.06
☰ GOOGL - Alphabet Inc. Reduce 0.84% 50 0.01
☰ UNP - Union Pacific Reduce 1.01% 2,505 0.05
☰ MTB - M&T Bank Corp. Reduce 1.64% 3,084 0.09
☰ BWLD - Buffalo Wild Wings Inc Sell 100.00% 76,176 2.21
☰ SRCL - Stericycle Inc Sell 100.00% 102,707 1.49
☰ KT2 - Knight Transportation Inc Sell 100.00% 215,191 1.34
Q4 2016
☰ GOOG - Alphabet Inc. CL C Add 7.72% 1,251 0.18
☰ HEI.A - HEICO Corp. CL A Add 6.56% 6,943 0.09
☰ MHK - Mohawk Industries Add 5.22% 5,146 0.19
☰ MKL - Markel Group Inc. Add 4.64% 1,242 0.21
☰ FBIN - Fortune Brands Innovations Inc. Add 2.47% 7,366 0.07
☰ LKQ - LKQ Corp. Add 1.78% 22,661 0.13
☰ KMX - CarMax Inc. Add 1.03% 8,686 0.11
☰ V - Visa Inc. Add 0.90% 2,769 0.04
☰ WFC - Wells Fargo Add 0.54% 2,752 0.03
☰ BRK.B - Berkshire Hathaway CL B Buy 662,629 20.30
☰ AME - Ametek Inc. Buy 790,040 7.22
☰ BCPC - Balchem Corp Buy 2,266 0.04
☰ SRCL - Stericycle Inc Reduce 0.67% 694 0.02
☰ ORLY - O'Reilly Automotive Reduce 0.69% 552 0.04
☰ GOOGL - Alphabet Inc. Reduce 0.91% 55 0.01
☰ UNP - Union Pacific Reduce 1.24% 3,124 0.08
☰ MTB - M&T Bank Corp. Reduce 1.57% 2,992 0.10
☰ DIS - Walt Disney Co. Reduce 1.72% 7,169 0.18
☰ KT2 - Knight Transportation Inc Reduce 3.42% 7,617 0.06
☰ BWLD - Buffalo Wild Wings Inc Reduce 3.70% 2,930 0.11
☰ STN - Stantec Inc Reduce 26.62% 15,000 0.10
Q3 2016
☰ FBIN - Fortune Brands Innovations Inc. Add 3.95% 11,316 0.18
☰ WFC - Wells Fargo Add 3.85% 18,971 0.23
☰ MHK - Mohawk Industries Add 3.54% 3,368 0.19
☰ DIS - Walt Disney Co. Add 2.88% 11,699 0.30
☰ MTB - M&T Bank Corp. Add 1.65% 3,089 0.10
☰ ORLY - O'Reilly Automotive Add 1.18% 942 0.07
☰ LKQ - LKQ Corp. Add 1.15% 14,525 0.14
☰ MKL - Markel Group Inc. Add 0.54% 143 0.04
☰ BWLD - Buffalo Wild Wings Inc Add 0.48% 381 0.01
☰ KMX - CarMax Inc. Add 0.39% 3,312 0.05
☰ SRCL - Stericycle Inc Add 0.14% 149 0.00
☰ V - Visa Inc. Add 0.09% 265 0.01
☰ GOOG - Alphabet Inc. CL C Buy 16,207 3.49
☰ HEI.A - HEICO Corp. CL A Buy 105,811 1.77
☰ GOOGL - Alphabet Inc. Buy 6,038 1.35
☰ UNP - Union Pacific Reduce 0.07% 187 0.00
☰ KT2 - Knight Transportation Inc Reduce 47.20% 199,148 1.54
☰ GGQ7 - Alphabet Inc Sell 100.00% 15,099 3.04
☰ GGQ1 - Alphabet Inc Sell 100.00% 6,091 1.25
Q2 2016
☰ FBIN - Fortune Brands Innovations Inc. Add 55.55% 102,415 1.73
☰ GGQ7 - Alphabet Inc Add 9.55% 1,316 0.26
☰ DIS - Walt Disney Co. Add 6.61% 25,197 0.72
☰ BWLD - Buffalo Wild Wings Inc Add 5.52% 4,120 0.17
☰ LKQ - LKQ Corp. Add 3.27% 39,846 0.37
☰ MKL - Markel Group Inc. Add 3.22% 830 0.23
☰ MHK - Mohawk Industries Add 2.68% 2,491 0.14
☰ SRCL - Stericycle Inc Add 2.66% 2,678 0.08
☰ V - Visa Inc. Add 2.13% 6,432 0.14
☰ KMX - CarMax Inc. Add 1.67% 13,791 0.20
☰ ORLY - O'Reilly Automotive Add 1.67% 1,310 0.10
☰ WFC - Wells Fargo Add 1.45% 7,058 0.10
☰ UNP - Union Pacific Add 1.03% 2,569 0.07
☰ MTB - M&T Bank Corp. Add 0.68% 1,266 0.04
☰ JPM - JPMorgan Chase & Co. Buy 12,379 0.22
☰ GGQ1 - Alphabet Inc Reduce 0.77% 47 0.01
☰ BAM.A - Brookfield Asset Mgt Reduce 5.88% 818 0.01
☰ KT2 - Knight Transportation Inc Reduce 34.07% 218,022 1.70
Q1 2016
☰ SRCL - Stericycle Inc Add 29.42% 22,861 0.86
☰ KMX - CarMax Inc. Add 21.22% 144,426 2.20
☰ MHK - Mohawk Industries Add 9.63% 8,147 0.46
☰ DIS - Walt Disney Co. Add 6.76% 24,116 0.71
☰ UNP - Union Pacific Add 6.19% 14,558 0.34
☰ GGQ7 - Alphabet Inc Add 4.99% 655 0.14
☰ MTB - M&T Bank Corp. Add 4.48% 7,988 0.26
☰ BWLD - Buffalo Wild Wings Inc Add 3.40% 2,453 0.11
☰ LKQ - LKQ Corp. Add 2.97% 35,138 0.33
☰ KT2 - Knight Transportation Inc Add 2.66% 16,569 0.13
☰ V - Visa Inc. Add 2.23% 6,591 0.15
☰ MKL - Markel Group Inc. Add 1.98% 502 0.13
☰ FBIN - Fortune Brands Innovations Inc. Buy 184,373 3.07
☰ ORLY - O'Reilly Automotive Reduce 0.30% 234 0.02
☰ GGQ1 - Alphabet Inc Reduce 1.21% 75 0.02
☰ WFC - Wells Fargo Reduce 15.86% 91,507 1.44
☰ FAST - Fastenal Reduce 98.42% 254,057 3.00
☰ IBM - International Business Machines Corp. Sell 100.00% 96,001 3.83
☰ PRAA - Pra Group Inc Sell 100.00% 193,637 1.95
Q4 2015
☰ SRCL - Stericycle Inc Add 1,750.31% 73,513 2.57
☰ KT2 - Knight Transportation Inc Add 4.46% 26,600 0.19
☰ KMX - CarMax Inc. Add 4.26% 27,833 0.44
☰ LKQ - LKQ Corp. Add 3.69% 42,090 0.36
☰ WFC - Wells Fargo Add 2.14% 12,084 0.19
☰ MHK - Mohawk Industries Add 1.73% 1,439 0.08
☰ DIS - Walt Disney Co. Add 1.54% 5,428 0.17
☰ MKL - Markel Group Inc. Add 1.50% 374 0.10
☰ UNP - Union Pacific Add 1.10% 2,564 0.06
☰ MTB - M&T Bank Corp. Add 1.02% 1,796 0.06
☰ BWLD - Buffalo Wild Wings Inc Add 0.69% 496 0.02
☰ V - Visa Inc. Add 0.69% 2,011 0.05
☰ PRAA - Pra Group Inc Add 0.51% 983 0.01
☰ FAST - Fastenal Add 0.27% 683 0.01
☰ GGQ7 - Alphabet Inc Reduce 0.07% 9 0.00
☰ GGQ1 - Alphabet Inc Reduce 0.27% 17 0.00
☰ IBM - International Business Machines Corp. Reduce 0.66% 633 0.03
☰ ORLY - O'Reilly Automotive Reduce 1.11% 878 0.06
☰ CAB - Cabelas Inc Cl-A Sell 100.00% 240,142 3.22
Q3 2015
☰ KT2 - Knight Transportation Inc Add 65.95% 237,178 1.67
☰ UNP - Union Pacific Add 42.64% 69,494 1.80
☰ KMX - CarMax Inc. Add 22.44% 119,650 2.08
☰ BWLD - Buffalo Wild Wings Inc Add 6.78% 4,550 0.26
☰ PRAA - Pra Group Inc Add 5.59% 10,198 0.16
☰ MTB - M&T Bank Corp. Add 3.61% 6,139 0.22
☰ LKQ - LKQ Corp. Add 3.59% 39,547 0.33
☰ MKL - Markel Group Inc. Add 3.34% 807 0.19
☰ DIS - Walt Disney Co. Add 3.25% 11,056 0.33
☰ MHK - Mohawk Industries Add 2.94% 2,377 0.13
☰ CAB - Cabelas Inc Cl-A Add 2.90% 6,765 0.09
☰ GGQ7 - Google Inc Add 2.75% 351 0.06
☰ FAST - Fastenal Add 2.49% 6,249 0.07
☰ IBM - International Business Machines Corp. Add 2.25% 2,128 0.09
☰ V - Visa Inc. Add 1.20% 3,490 0.07
☰ ORLY - O'Reilly Automotive Add 0.65% 512 0.04
☰ BAM.A - Brookfield Asset Mgt Add 0.24% 33 0.00
☰ SRCL - Stericycle Inc Buy 4,200 0.17
☰ GGQ1 - Google Inc Reduce 0.21% 13 0.00
☰ WFC - Wells Fargo Reduce 10.96% 69,538 1.11
☰ PCP - Precision Castparts Corp Sell 100.00% 92,337 5.24
Q2 2015
☰ BAM.A - Brookfield Asset Mgt Add 49.98% 4,626 0.05
☰ STN - Stantec Inc Add 39.51% 15,958 0.13
☰ PCP - Precision Castparts Corp Add 13.89% 11,262 0.64
☰ PRAA - Pra Group Inc Add 9.49% 15,808 0.28
☰ UNP - Union Pacific Add 8.86% 13,259 0.36
☰ GGQ7 - Google Inc Add 7.54% 897 0.13
☰ KMX - CarMax Inc. Add 5.22% 26,433 0.50
☰ LKQ - LKQ Corp. Add 5.04% 52,936 0.46
☰ DIS - Walt Disney Co. Add 4.39% 14,307 0.46
☰ CAB - Cabelas Inc Add 3.82% 8,590 0.12
☰ FAST - Fastenal Add 3.59% 8,712 0.10
☰ WFC - Wells Fargo Add 2.96% 18,225 0.29
☰ MHK - Mohawk Industries Add 2.60% 2,050 0.11
☰ MTB - M&T Bank Corp. Add 2.33% 3,873 0.14
☰ IBM - International Business Machines Corp. Add 2.07% 1,919 0.09
☰ MKL - Markel Group Inc. Add 2.04% 483 0.11
☰ V - Visa Inc. Add 1.15% 3,305 0.06
☰ BWLD - Buffalo Wild Wings Inc Add 0.11% 77 0.00
☰ KT2 - Knight Transportation Inc Buy 359,631 2.73
☰ ORLY - O'Reilly Automotive Reduce 2.41% 1,951 0.11
☰ GGQ1 - Google Inc Reduce 2.44% 156 0.02
☰ MA - Mastercard Inc. Reduce 64.02% 2,676 0.06
☰ BRK.B - Berkshire Hathaway CL B Sell 100.00% 494,074 18.06
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