Public Dashboard: Thompson, Bill

05/13/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
FLT 627.04
SWI 1671.26
YNDX 1814.06
Averages $2,222,566.19 8.9% 23.1 1.2% 86% 89 90.8 8.1%
Apple AAPL 951.84 $210.79 $200,637.72 9.0% 6.3% 23.8 0.4% 95% 95 98 7.1%
CH Robinson CHRW 1165.30 $95.95 $111,810.25 5.0% 1.0% 19.4 2.1% 84% 84 58 6.2%
Cognizant Technology CTSH 1375.71 $81.81 $112,546.43 5.1% 4.3% 16.3 1.3% 72% 89 77 8.5%
Fastenal FAST 1552.19 $80.15 $124,408.19 5.6% 4.4% 24.1 2.2% 92% 98 97 4.1%
Alphabet (Google) GOOG 112.79 $159.58 $17,998.71 0.8% 10.7% 24.8 0.4% 96% 89 91 14.5%
LKQ Corp LKQ 2462.75 $42.00 $103,435.54 4.7% 4.0% 13.6 2.5% 69% 84 69 11.1%
Microsoft MSFT 1810.12 $449.26 $813,214.06 36.6% 12.7% 27.3 0.8% 86% 91 97 8.5%
PRA Group* PRAA 1327.49 $14.86 $19,726.54 0.9% 3.5% 8.0 0.0% 14% 58 18 17.0%
Qualcomm QCOM 917.52 $152.12 $139,572.38 6.3% 6.4% 14.5 2.1% 92% 91 88 10.7%
ResMed RMD 1561.65 $247.66 $386,757.25 17.4% 9.7% 22.1 0.8% 90% 86 97 7.0%
Starbucks SBUX 951.43 $85.67 $81,509.01 3.7% 6.7% 22.6 3.1% 63% 69 73 8.6%
Visa Inc. V 311.79 $355.85 $110,950.12 5.0% 10.8% 26.7 0.7% 99% 100 100 6.9%


MIPAR 9.4%  
Sweet Spot 14.4% - 19.4%  
Portfolio Averages
PAR 8.1%
Quality 90.8
Growth 8.9%
P/E Ratio 23.1
Yield 1.2%
Fin Strength 86%
EPS Stability 89