Public Dashboard: # 2020 KEYSTONE STRATEGIES STOCK PICKS

11/04/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
ABMD 5.10
BEAT 21.59
BSTC 18.18
EDU 8.26
FB 4.96
FLT 3.26
HOLI 67.98
KL 23.86
NUAN 55.77
NVEE 20.79
RCII 38.42
SIX 23.00
TPIC 55.40
VMW 6.43
ZEN 12.66
Averages $172,515.50 10.4% 27.7 1.0% 66% 63 75.8 7.4%
Apple AAPL 3.74 $269.05 $1,006.74 0.6% 6.3% 28.7 0.4% 83% 80 95 5.7%
Abbvie ABBV 11.40 $211.96 $2,416.05 1.4% 7.1% 15.2 3.0% 29% 87 95 8.1%
Adobe Systems ADBE 3.23 $337.47 $1,090.27 0.6% 11.4% 20.9 0.0% 74% 97 93 11.4%
Align Technology ALGN 3.61 $138.53 $499.50 0.3% 8.9% 20.8 0.0% 78% 59 83 20.0%
Amazon.com AMZN 0.56 $254.00 $141.05 0.1% 11.2% 35.2 0.0% 96% 40 78 9.8%
Arista Networks ANET 5.12 $157.59 $807.62 0.5% 15.6% 18.8 0.0% 95% 83 100 -8.2%
Ardelyx* ARDX 134.59 $5.92 $796.77 0.5% 27.1% 17.0 0.0% 67% 0 45 23.9%
ASGN ASGN 14.92 $44.45 $663.33 0.4% 1.6% 19.4 0.0% 36% 63 29 13.3%
Autohome* ATHM 14.70 $25.15 $369.58 0.2% 1.1% 15.7 1.5% 65% 94 69 7.8%
Atkore ATKR 23.97 $70.00 $1,677.85 1.0% 0.4% 17.4 1.5% 14% 14 8 18.5%
Boeing BA 2.73 $204.55 $558.61 0.3% 8.3% 33.0 1.0% 2% 10 17 14.8%
Alibaba BABA 5.00 $167.69 $838.45 0.5% 5.8% 15.7 0.0% 95% 98 97 5.5%
Bank of America BAC 30.01 $53.56 $1,607.44 0.9% 7.0% 12.5 2.4% 96% 92 92 8.3%
Baidu BIDU 8.44 $121.23 $1,022.78 0.6% 4.4% 15.0 0.0% 65% 55 52 7.0%
Biogen BIIB 3.34 $151.44 $505.12 0.3% 0.8% 17.6 0.0% 40% 56 38 8.5%
Booking BKNG 0.53 $5,030.55 $2,642.05 1.5% 9.6% 18.3 0.8% 69% 93 100 7.8%
BlackLine* BL 18.58 $57.26 $1,063.92 0.6% 18.5% 40.0 0.0% 64% 18 32 14.3%
Century Communities* CCS 35.09 $58.42 $2,049.82 1.2% 7.3% 10.0 1.0% 44% 41 36 23.9%
Carlyle Group CG 33.56 $51.81 $1,738.59 1.0% 5.1% 14.4 2.9% 96% 63 87 17.2%
Centene CNC 16.54 $34.50 $570.53 0.3% 5.3% 4.9 0.0% 64% 28 35 11.8%
Copart CPRT 11.24 $43.00 $483.15 0.3% 8.9% 31.3 0.0% 78% 41 95 13.8%
CVS Health CVS 13.29 $78.44 $1,042.12 0.6% 5.9% 7.9 4.8% 74% 55 57 6.1%
CyberArk Software CYBR 8.16 $518.96 $4,234.68 2.5% 20.3% 72.7 0.0% 58% 15 55 0.9%
Dollar General DG 6.35 $99.17 $630.21 0.4% 4.2% 14.1 1.7% 76% 42 52 7.2%
Horton, DR DHI 18.07 $145.06 $2,620.78 1.5% 6.6% 11.8 1.1% 93% 33 65 9.9%
Disney (Walt) DIS 6.60 $112.12 $739.68 0.4% 5.8% 18.3 1.8% 41% 37 50 8.6%
DocuSign DOCU 14.04 $73.04 $1,025.70 0.6% 10.5% 48.3 0.0% 58% 28 29 6.8%
EPAM Systems EPAM 4.72 $161.71 $763.32 0.4% 6.8% 20.5 0.0% 94% 72 86 13.3%
Etsy ETSY 23.05 $61.08 $1,407.70 0.8% 6.4% 21.3 0.0% 31% 42 36 4.0%
Edwards Lifesciences EW 12.25 $83.07 $1,017.43 0.6% 5.7% 26.9 0.0% 96% 86 95 3.9%
Exponent EXPO 15.74 $72.07 $1,134.07 0.7% 4.8% 34.7 1.9% 93% 38 70 6.5%
F5 Networks FFIV 6.86 $249.04 $1,709.15 1.0% 4.8% 26.9 0.0% 92% 71 72 10.4%
Five Below FIVE 8.08 $158.44 $1,280.74 0.7% 10.4% 25.9 0.0% 58% 40 60 1.3%
Comfort Systems USA FIX 19.57 $977.67 $19,132.49 11.1% 17.1% 21.4 0.2% 92% 66 98 -0.2%
Freshpet FRPT 18.61 $56.25 $1,046.71 0.6% 16.0% 32.2 0.0% 57% 13 60 6.7%
Federal Signal FSS 30.36 $115.31 $3,500.61 2.0% 10.6% 22.0 0.7% 77% 75 96 7.0%
Fortinet FTNT 9.51 $87.52 $832.65 0.5% 17.0% 28.4 0.0% 76% 71 88 5.9%
Glaukos GKOS 15.59 $87.39 $1,362.70 0.8% 15.5% 61.8 0.0% 71% 7 53 5.8%
Alphabet (Google) GOOG 0.77 $284.12 $217.72 0.1% 10.8% 25.3 0.4% 99% 78 91 3.4%
Canada Goose GOOS 26.21 $14.13 $370.38 0.2% 6.5% 17.2 0.0% 40% 77 60 18.4%
Garmin Ltd. GRMN 10.24 $210.54 $2,155.18 1.2% 8.6% 26.6 1.5% 96% 91 99 13.0%
HDFC Bank (India)* HDB 16.19 $36.50 $591.09 0.3% -3.1% 15.8 1.0% 52% 38 22 6.2%
HEICO A HEIA 10.63 $251.74 $2,676.95 1.6% 9.2% 177.1 0.1% 20% 87 75 1.0%
HP HPQ 49.80 $27.01 $1,345.12 0.8% 2.3% 9.3 2.9% 70% 78 52 11.5%
HealthEquity HQY 15.90 $94.81 $1,507.55 0.9% 11.7% 21.4 0.0% 15% 40 60 5.8%
IAC/InterActiveCorp IAC 4.49 $32.56 $146.21 0.1% -3.8% 76.2 0.0% 21% 4 3 -4.7%
Inogen INGN 13.59 $8.21 $111.53 0.1% 2.0% 25.5 0.0% 70% 9 12 11.7%
Intel INTC 17.23 $39.50 $680.45 0.4% 6.1% 14.4 0.0% 40% 35 30 -1.3%
JD.com* JD 30.63 $32.78 $1,003.98 0.6% 10.8% 15.2 0.0% 65% 65 54 28.2%
Kelly Services* KELYA 45.64 $11.26 $513.92 0.3% -2.6% 10.0 0.5% 56% 16 8 8.8%
Kratos Defense & Security KTOS 55.37 $91.10 $5,044.30 2.9% 11.9% 104.5 0.0% 40% 23 53 4.5%
LGI Homes LGIH 13.84 $40.73 $563.58 0.3% 2.9% 12.9 0.0% 4% 36 15 16.1%
Lockheed Martin LMT 2.56 $487.94 $1,247.83 0.7% 5.1% 15.5 2.1% 40% 70 55 12.6%
LivePerson* LPSN 25.20 $6.15 $154.95 0.1% 3.8% 4.5 0.0% 3% 2 2 -39.2%
Southwest Airlines LUV 17.35 $30.43 $527.93 0.3% 5.3% 17.1 2.6% 55% 56 49 12.3%
Miller Industries* MLR 27.29 $39.87 $1,087.86 0.6% 9.6% 12.4 1.5% 71% 56 64 17.4%
Monster Beverage MNST 16.72 $66.50 $1,111.67 0.6% 7.3% 30.0 0.0% 99% 83 96 8.8%
Altria Group MO 20.12 $56.67 $1,140.24 0.7% 1.1% 10.5 7.4% 29% 98 70 11.5%
Marine Products* MPX 66.09 $8.65 $571.71 0.3% -1.6% 21.6 3.0% 58% 57 30 8.9%
Merck MRK 11.47 $82.49 $946.20 0.5% 5.9% 10.2 2.8% 56% 55 89 11.5%
Microsoft MSFT 6.61 $517.03 $3,415.44 2.0% 13.1% 29.5 0.8% 64% 98 96 8.7%
Micron Tech MU 21.05 $234.70 $4,940.01 2.9% 12.3% 13.1 0.3% 69% 24 72 3.2%
Norwegian Cruise NCLH 18.64 $22.18 $413.50 0.2% 8.7% 8.6 0.0% 0% 14 47 12.4%
Annaly Capital NLY 107.18 $21.30 $2,282.96 1.3% 2.1% 6.4 8.8% 0% 25 32 11.0%
ServiceNow NOW 3.53 $913.84 $3,228.66 1.9% 16.3% 38.9 0.0% 93% 59 92 2.8%
NVIDIA Corp. NVDA 4.61 $206.88 $954.51 0.6% 21.5% 22.2 0.2% 99% 74 100 6.0%
Nova [Measuring]* NVMI 27.69 $347.75 $9,627.63 5.6% 13.7% 27.8 0.0% 72% 88 94 3.1%
Novo Nordisk NVO 17.81 $49.11 $874.62 0.5% 10.7% 16.5 1.9% 74% 86 78 13.3%
NXP Semiconductors NXPI 8.65 $210.39 $1,820.30 1.1% 4.4% 18.0 1.9% 50% 87 67 11.2%
Nexstar Media NXST 9.28 $195.10 $1,811.35 1.0% 3.2% 8.4 4.4% 12% 30 17 9.9%
Old Dominion Freight ODFL 5.22 $137.51 $717.73 0.4% 4.8% 27.0 0.7% 99% 84 97 11.0%
Okta OKTA 7.71 $91.08 $701.80 0.4% 9.2% 28.6 0.0% 85% 35 67 8.2%
Universal Display OLED 5.15 $145.75 $750.44 0.4% 10.0% 29.3 0.8% 96% 85 93 6.7%
Ollie's Bargain OLLI 15.29 $124.29 $1,900.46 1.1% 10.5% 28.0 0.0% 84% 78 98 6.7%
Paycom Software PAYC 3.61 $184.85 $667.79 0.4% 10.6% 18.6 0.5% 38% 99 86 10.7%
PaySign* PAYS 97.47 $5.18 $504.87 0.3% 26.6% 19.0 0.0% 11% 30 49 12.5%
Paylocity PCTY 8.18 $140.81 $1,151.16 0.7% 14.9% 19.8 0.0% 43% 83 73 3.8%
Planet Fitness PLNT 13.53 $91.92 $1,243.51 0.7% 18.2% 21.2 0.0% 7% 79 92 13.7%
Qualcomm QCOM 11.97 $180.72 $2,163.02 1.3% 5.5% 14.5 2.4% 84% 87 84 8.7%
Royal Gold RGLD 8.53 $174.67 $1,489.47 0.9% 11.9% 27.4 0.9% 86% 64 99 13.4%
Transocean* RIG 200.80 $3.96 $795.18 0.5% 3.6% 5.5 0.0% 6% 10 52 11.4%
Roku ROKU 6.24 $108.63 $677.37 0.4% 6.6% 136.2 0.0% 71% 3 24 2.5%
Schwab Charles SCHW 20.20 $93.15 $1,881.82 1.1% 9.9% 20.7 1.2% 96% 72 86 9.9%
Shopify SHOP 2.97 $172.94 $513.56 0.3% 20.7% 59.1 0.0% 78% 38 81 2.0%
Simulations Plus* SLP 29.92 $16.94 $506.88 0.3% 12.3% 21.7 0.6% 71% 62 73 13.5%
SPDRs S&P 500 [TSP "C"] SPY 3.18 $643.28 $2,046.64 1.2% 9.5% 27.4 1.3% 79% 75 85 7.9%
SS&C Technologies SSNC 16.65 $84.69 $1,410.32 0.8% 5.7% 16.3 1.2% 11% 87 61 10.3%
StoneCo* STNE 24.40 $19.02 $464.13 0.3% 8.0% 16.1 0.0% 18% 29 21 -8.4%
Trip.com Group* TCOM 30.08 $71.50 $2,151.02 1.2% 16.1% 19.6 0.0% 65% 34 89 10.1%
TransDigm Group TDG 1.76 $1,300.00 $2,292.36 1.3% 13.1% 30.6 0.0% 5% 80 88 12.8%
Teva Pharma TEVA 95.97 $20.52 $1,969.29 1.1% 3.1% 11.2 0.0% 6% 98 51 11.7%
Target TGT 8.00 $91.45 $731.54 0.4% 2.3% 13.8 2.8% 73% 69 59 15.4%
TJX Companies TJX 16.36 $140.41 $2,296.91 1.3% 7.7% 22.1 1.6% 95% 91 94 5.5%
Tapestry [Coach] TPR 37.19 $106.33 $3,954.26 2.3% 2.7% 11.5 2.5% 49% 93 77 -3.4%
Price T. Rowe TROW 8.09 $101.71 $823.16 0.5% 6.8% 12.6 3.8% 99% 90 93 15.8%
TC Energy [TransCanada] TRP 19.63 $50.06 $982.92 0.6% 3.5% 12.6 3.8% 78% 76 92 5.6%
Taiwan Semi TSM 18.84 $304.86 $5,742.32 3.3% 14.4% 19.3 1.0% 95% 82 99 9.8%
Texas Roadhouse TXRH 17.27 $161.04 $2,781.35 1.6% 11.8% 24.0 1.6% 70% 86 89 16.9%
Ulta Beauty ULTA 4.28 $517.43 $2,212.56 1.3% 8.0% 20.5 0.0% 78% 36 67 9.4%
UnitedHealth Group UNH 3.57 $333.79 $1,192.66 0.7% 9.2% 17.2 2.1% 50% 38 59 15.0%
Visa Inc. V 5.42 $336.90 $1,825.92 1.1% 10.8% 25.2 0.7% 76% 99 99 7.5%
Companhia Vale Rio VALE 85.03 $12.20 $1,037.41 0.6% 3.1% 13.8 7.3% 29% 44 35 35.9%
Veeva Systems VEEV 6.70 $292.72 $1,962.19 1.1% 12.3% 27.2 0.0% 86% 79 97 2.1%
York Water* YORW 22.56 $31.22 $704.26 0.4% 5.5% 26.0 2.0% 4% 25 39 13.5%
Zoom Video Comunications ZM 13.37 $86.28 $1,153.94 0.7% 3.5% 26.5 0.0% 85% 32 68 4.0%


MIPAR 9.3%  
Sweet Spot 14.3% - 19.3%  
Portfolio Averages
PAR 7.4%
Quality 75.8
Growth 10.4%
P/E Ratio 27.7
Yield 1.0%
Fin Strength 66%
EPS Stability 63