Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
AAPL Apple Inc. 9.37 Prodej 1.83% 360,547 $138.20 $49,827,000 $142.61 3.19% $128.65 $181.88
MSI Motorola Solutions Inc. 6.80 Prodej 3.54% 161,350 $223.96 $36,136,000 $269.79 20.46% $194.55 $275.16
V Visa Inc. 6.39 Prodej 2.70% 191,229 $177.65 $33,971,000 $209.10 17.70% $173.81 $233.54
TSCO Tractor Supply 6.16 Prodej 2.04% 176,256 $185.87 $32,761,000 $219.49 18.09% $165.03 $238.18
MSFT Microsoft Corp. 6.05 Prodej 2.29% 137,986 $232.89 $32,136,000 $247.41 6.23% $212.83 $341.10
GOOGL Alphabet Inc. 5.78 Prodej 2.46% 321,148 $95.65 $30,717,000 $93.73 -2.01% $83.34 $151.55
UNH United Health Group Inc. 5.78 Prodej 2.59% 60,867 $505.04 $30,740,000 $547.92 8.49% $440.10 $556.38
CDW CDW Corp. 5.30 Prodej 2.77% 180,363 $156.07 $28,150,000 $186.97 19.80% $147.45 $206.23
EW Edwards Lifesciences Corp. 5.16 Prodej 2.66% 331,627 $82.63 $27,402,000 $72.48 -12.28% $67.13 $131.73
META Meta Platforms Inc. 5.13 Prodej 7.64% 201,118 $135.68 $27,287,000 $115.34 -14.99% $88.09 $352.71
PYPL PayPal Holdings Inc. 5.05 Prodej 6.01% 312,051 $86.07 $26,858,000 $74.19 -13.80% $67.58 $196.42
PGR Progressive Corp. 3.90 Prodej 2.89% 178,530 $116.20 $20,746,000 $131.18 12.89% $92.41 $134.50
CPRT Copart Inc. 3.84 Prodej 2.81% 384,002 $53.20 $20,428,000 $63.91 20.13% $51.11 $76.29
TSM Taiwan Semiconductor S.A. 3.82 Prodej 15.17% 296,516 $68.56 $20,328,000 $80.80 17.85% $59.43 $142.74
FRC First Republic Bank 3.70 Prodej 1.56% 150,846 $130.54 $19,692,000 $116.83 -10.50% $106.86 $212.17
TPL Texas Pacific Land Corp. 3.50 Prodej 3.39% 10,474 $1777.26 $18,615,000 $2412.67 35.75% $939.76 $2735.68
BKNG Booking Holdings Inc. 2.87 Prodej 5.48% 9,271 $1643.08 $15,233,000 $2011.95 22.45% $1616.85 $2715.66
ODFL Old Dominion Freight Line 2.63 Prodej 3.20% 56,160 $248.75 $13,970,000 $287.24 15.47% $231.07 $362.20
SPGI S&P Global Inc. 2.26 Prodej 2.58% 39,297 $305.32 $11,998,000 $352.81 15.55% $279.32 $481.01
POOL Pool Corp. 1.81 Prodej 1.61% 30,223 $318.17 $9,616,000 $329.25 3.48% $277.20 $565.61
GOOG Alphabet Inc. CL C 1.46 Prodej 0.46% 80,530 $96.14 $7,742,000 $93.98 -2.25% $83.45 $152.10
BRK.B Berkshire Hathaway CL B 0.97 19,375 $266.99 $5,173,000 $305.99 14.61% $259.85 $362.10
SBUX Starbucks Corp. 0.40 Prodej 46.67% 25,390 $84.25 $2,139,000 $103.73 23.12% $67.22 $114.40
USB U.S. Bancorp 0.28 Nákup 7.29% 36,805 $40.29 $1,483,000 $43.56 8.12% $38.39 $61.71
BX Blackstone Group 0.22 Nákup 9.80% 14,000 $83.64 $1,171,000 $79.05 -5.49% $77.15 $133.61
T AT&T Inc. 0.22 Nákup 66.67% 77,500 $15.33 $1,188,000 $19.12 24.72% $14.46 $20.88
JNJ Johnson & Johnson 0.20 Prodej 0.78% 6,400 $163.28 $1,045,000 $177.20 8.53% $152.71 $183.08
VZ Verizon Communications 0.17 Nákup 12.05% 23,250 $37.94 $882,000 $37.10 -2.21% $34.55 $53.91
AEE Ameren Corp. 0.10 6,900 $80.43 $555,000 $88.18 9.64% $72.78 $97.91
BA Boeing Co. 0.08 Nákup 37.96% 3,725 $121.07 $451,000 $179.08 47.91% $113.02 $229.67
ED Consolidated Edison 0.08 5,250 $85.71 $450,000 $97.59 13.86% $77.38 $101.31
BMY Bristol 0.07 Prodej 8.44% 5,425 $70.97 $385,000 $79.88 12.55% $54.42 $81.44
BP BP plc 0.07 12,750 $28.55 $364,000 $33.93 18.84% $23.98 $36.11
KHC Kraft Heinz Co. 0.07 Nákup 6.82% 11,750 $33.28 $391,000 $40.13 20.58% $31.69 $43.51
NLY Annaly Capital Management Inc. 0.07 Nákup 6.15% 21,561 $17.11 $369,000 $21.53 25.83% $15.11 $29.63
DIS Walt Disney Co. 0.06 Nákup 43.48% 3,300 $94.24 $311,000 $92.55 -1.79% $86.28 $160.32
PAYX Paychex Inc. 0.04 2,000 $112.00 $224,000 $120.14 7.27% $104.94 $139.18
PEP PepsiCo Inc. 0.04 1,250 $163.20 $204,000 $183.76 12.60% $150.36 $186.33
WBD Warner Bros. Discovery Inc. 0.04 Nákup 0.62% 16,584 $11.46 $190,000 $10.76 -6.11% $9.52 $31.55
XOM Exxon Mobil Corp. 0.04 Nová pozice 2,375 $87.16 $207,000 $104.42 19.80% $55.75 $114.64