Public Dashboard: # 2025 KEYSTONE STRATEGY STOCK PICKS

10/13/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
NVEE 45.96
Averages $133,707.96 11.0% 30.9 1.0% 64% 62 74.5 8.7%
Apple AAPL 4.21 $245.27 $1,033.46 0.8% 6.3% 28.7 0.4% 83% 80 95 7.7%
ABM Industries ABM 17.49 $44.45 $777.51 0.6% 5.6% 14.9 1.7% 50% 85 59 17.9%
Adobe Systems ADBE 1.94 $337.51 $654.18 0.5% 11.4% 20.9 0.0% 74% 97 93 11.4%
Afya* AFYA 61.63 $14.39 $886.90 0.7% 16.7% 11.0 1.5% 22% 64 72 20.8%
C3.ai* AI 26.90 $17.91 $481.71 0.4% 10.2% 52.8 0.0% 58% 4 34 3.1%
Align Technology ALGN 4.30 $125.79 $540.40 0.4% 8.9% 20.8 0.0% 78% 59 83 22.4%
Advanced Micro Dev AMD 7.29 $214.76 $1,565.59 1.2% 15.2% 18.8 0.0% 95% 81 97 1.3%
Amphastar Pharma* AMPH 22.13 $23.63 $522.90 0.4% 11.5% 11.0 0.0% 17% 75 68 25.0%
Amazon.com AMZN 4.81 $216.37 $1,040.79 0.8% 11.2% 35.2 0.0% 96% 40 78 13.4%
Asana* ASAN 65.32 $13.63 $890.27 0.7% 23.5% 50.0 0.0% 71% 6 23 22.0%
ASML ASML 1.46 $936.19 $1,363.50 1.0% 14.0% 21.2 1.0% 77% 92 97 7.4%
Broadcom AVGO 6.17 $324.63 $2,002.90 1.5% 18.1% 33.5 2.6% 15% 62 87 10.0%
Axon Enterprise AXON 1.55 $703.03 $1,086.67 0.8% 24.5% 40.8 0.0% 19% 59 90 2.5%
Bank of America BAC 21.05 $48.65 $1,023.99 0.8% 7.0% 12.5 2.4% 96% 92 92 10.3%
BlackRock BLK 0.98 $1,132.36 $1,107.12 0.8% 6.8% 19.0 2.7% 100% 90 92 8.8%
Box BOX 28.50 $32.94 $938.73 0.7% 6.6% 32.0 0.0% 64% 29 35 0.0%
Pathward Financial* [Meta*] CASH 11.92 $72.23 $861.11 0.6% 6.6% 12.7 0.5% 86% 55 92 11.0%
Cava Group CAVA 7.10 $62.15 $441.09 0.3% 17.1% 33.0 0.0% 74% 55 74 -6.1%
Coastal Financial* CCB 13.06 $103.63 $1,353.76 1.0% 9.0% 18.8 0.0% 45% 44 67 -1.3%
Civitas Resources* CIVI 19.28 $29.48 $568.23 0.4% -4.4% 4.9 3.0% 11% 31 12 13.3%
Coinbase Global* COIN 3.38 $357.01 $1,205.30 0.9% 20.6% 23.9 0.0% 78% 11 80 6.3%
Corpay [FleetCor Tech] CPAY 2.62 $280.11 $734.85 0.5% 10.4% 15.9 0.0% 3% 94 86 16.6%
Copart CPRT 15.78 $43.88 $692.22 0.5% 8.9% 31.3 0.0% 78% 41 95 13.4%
Salesforce.com CRM 3.03 $241.68 $732.39 0.5% 8.4% 28.2 0.5% 81% 40 62 4.6%
Crispr Therapeutics* CRSP 19.54 $73.10 $1,428.47 1.1% 33.4% 42.1 0.0% 65% 55 56 -6.6%
CrowdStrike CRWD 2.89 $493.66 $1,426.89 1.1% 16.0% 61.8 0.0% 80% 24 71 -0.3%
Chevron Corp CVX 6.18 $148.90 $919.53 0.7% 7.8% 15.0 3.6% 92% 40 77 17.3%
Deckers Outdoor DECK 5.10 $95.07 $485.15 0.4% 10.1% 20.0 0.0% 96% 85 99 15.7%
Disney (Walt) DIS 8.51 $109.19 $929.51 0.7% 5.8% 18.3 1.8% 41% 37 50 9.2%
DraftKings DKNG 22.91 $32.69 $748.91 0.6% 16.0% 22.5 0.0% 57% 15 49 17.2%
DoubleVerify* DV 49.19 $11.07 $544.52 0.4% 22.6% 30.3 0.0% 83% 70 82 17.6%
e.l.f. Beauty ELF 7.72 $129.69 $1,001.31 0.7% 14.8% 22.8 0.0% 77% 78 97 0.6%
Elevance Health ELV 2.46 $353.24 $868.00 0.6% 8.0% 14.1 1.6% 81% 68 80 19.6%
EMCOR Group EME 1.96 $663.74 $1,301.14 1.0% 10.7% 19.4 0.4% 82% 73 89 9.0%
Edwards Lifesciences EW 14.02 $73.94 $1,036.30 0.8% 5.7% 26.9 0.0% 96% 86 95 6.3%
FirstEnergy Corp FE 23.50 $46.91 $1,102.47 0.8% 5.3% 15.9 3.9% 24% 97 85 9.4%
Five Below FIVE 10.79 $138.49 $1,493.96 1.1% 10.4% 25.9 0.0% 58% 40 60 4.1%
Fox Factory FOXF 30.79 $22.21 $683.81 0.5% 4.1% 20.8 0.0% 44% 11 18 15.6%
Fortinet FTNT 10.52 $83.05 $873.70 0.7% 17.0% 28.4 0.0% 76% 71 88 7.0%
Gen Digital [Norton] GEN 32.41 $26.52 $859.64 0.6% 9.0% 12.6 1.3% 3% 98 75 14.3%
Globus Medical GMED 11.68 $56.57 $660.79 0.5% 6.6% 20.0 0.0% 93% 42 77 13.7%
Gentex GNTX 32.72 $25.63 $838.68 0.6% 7.9% 18.0 1.3% 93% 72 98 18.3%
Alphabet (Google) GOOG 5.87 $237.49 $1,392.98 1.0% 10.8% 25.3 0.4% 99% 78 91 7.1%
Green Brick Partners* GRBK 13.99 $63.15 $883.71 0.7% 13.0% 13.3 0.0% 73% 94 98 29.4%
Huntington Bancs HBAN 55.52 $15.60 $866.19 0.6% 5.1% 11.6 2.5% 86% 83 92 10.8%
Robinhood Markets* HOOD 26.64 $138.96 $3,701.65 2.8% 20.7% 30.8 0.0% 58% 11 51 -3.3%
Hormel HRL 30.84 $23.73 $731.73 0.5% 2.6% 20.1 2.4% 92% 90 78 12.8%
Hershey Foods HSY 5.68 $192.13 $1,090.84 0.8% 6.3% 22.7 2.7% 70% 59 76 11.1%
Howmet Aerospace HWM 8.45 $184.09 $1,555.08 1.2% 11.2% 32.5 0.4% 53% 68 92 3.9%
Hexcel HXL 15.78 $62.04 $978.70 0.7% 7.1% 29.3 1.1% 21% 76 56 17.5%
Intl Business Machines IBM 4.40 $277.82 $1,221.67 0.9% 3.8% 20.8 4.5% 49% 87 77 4.7%
Innovative Ind Props* IIPR 9.17 $51.20 $469.64 0.4% 0.8% 11.0 6.0% 34% 55 5 6.5%
Int'l Money Express* IMXI 47.46 $14.50 $688.18 0.5% 2.7% 9.9 0.0% 50% 96 56 13.3%
InMode* INMD 51.20 $15.27 $781.62 0.6% 1.9% 17.7 0.0% 85% 62 74 19.3%
Intel INTC 41.58 $36.33 $1,510.60 1.1% 6.1% 14.4 0.0% 40% 35 30 0.4%
Samsara* IOT 18.70 $36.86 $689.10 0.5% 26.1% 20.0 0.0% 58% 18 69 -0.3%
Johnson & Johnson JNJ 6.45 $190.72 $1,230.37 0.9% 5.0% 16.8 2.8% 84% 99 97 5.9%
KLA Tencor KLAC 1.55 $982.75 $1,518.86 1.1% 8.8% 21.0 1.1% 50% 99 90 5.0%
Kinsale Capital KNSL 1.97 $469.93 $924.26 0.7% 11.5% 25.9 0.1% 86% 81 98 8.8%
Kratos Defense & Security KTOS 36.91 $94.63 $3,493.17 2.6% 11.9% 104.5 0.0% 40% 23 53 3.7%
L3Harris Technologies LHX 4.06 $292.34 $1,187.17 0.9% 5.7% 26.8 1.5% 26% 64 43 7.2%
Lennox LII 1.50 $524.50 $786.20 0.6% 7.0% 21.0 0.8% 83% 85 91 9.0%
Lilly Eli LLY 1.26 $833.49 $1,047.95 0.8% 16.5% 20.0 1.0% 76% 59 99 3.8%
Lockheed Martin LMT 1.89 $505.05 $953.99 0.7% 5.1% 15.5 2.1% 40% 70 55 11.9%
Lantheus LNTH 11.20 $53.54 $599.75 0.4% 10.7% 16.6 0.0% 82% 43 84 20.4%
Lululemon Athletica LULU 3.12 $167.51 $522.39 0.4% 9.7% 22.0 0.0% 78% 58 90 26.1%
Medpace Holdings MEDP 2.94 $501.22 $1,471.45 1.1% 16.3% 23.2 0.0% 78% 58 86 9.5%
MetLife MET 11.33 $79.77 $904.11 0.7% 3.9% 9.9 2.7% 96% 97 98 11.4%
Meta Platforms [Facebook] META 1.74 $705.30 $1,228.06 0.9% 14.4% 22.1 0.3% 99% 71 97 8.2%
Meritage Hospitality* MHGU 65.53 $9.46 $619.86 0.5% 2.9% 6.8 0.0% 9% 82 17 19.4%
Mueller Industries MLI 12.38 $96.96 $1,200.45 0.9% 7.8% 17.9 1.2% 99% 88 99 16.5%
Maximus MMS 13.42 $85.52 $1,147.92 0.9% 6.4% 16.7 1.3% 36% 84 65 17.8%
Merck MRK 9.84 $85.99 $846.03 0.6% 5.9% 10.2 2.8% 56% 55 89 10.6%
Microsoft MSFT 2.36 $510.96 $1,206.63 0.9% 13.1% 29.5 0.8% 64% 98 96 8.9%
MicroStrategy Inc.* MSTR 2.58 $304.79 $786.62 0.6% -3.7% 612.3 0.0% 36% 0 18 1.4%
Netflix NFLX 1.13 $1,220.08 $1,375.81 1.0% 11.8% 36.7 0.6% 76% 66 99 7.6%
NiSource NI 26.25 $42.86 $1,125.23 0.8% 5.7% 19.5 3.0% 36% 86 91 4.1%
NICE NICE 5.48 $133.85 $733.67 0.5% 10.5% 16.3 0.0% 96% 95 98 20.9%
NRG Energy NRG 9.84 $160.43 $1,578.88 1.2% 4.1% 20.0 2.2% 25% 75 64 4.5%
NVIDIA Corp. NVDA 7.23 $183.05 $1,324.01 1.0% 21.5% 22.2 0.2% 99% 74 100 8.6%
Novo Nordisk NVO 9.36 $56.93 $533.05 0.4% 10.7% 16.5 1.9% 74% 86 78 10.1%
ODDITY Tech* ODD 21.52 $50.38 $1,084.37 0.8% 30.2% 17.9 0.0% 65% 60 75 20.2%
On Semiconductor ON 14.06 $45.74 $643.14 0.5% 2.5% 16.8 0.0% 75% 56 55 10.6%
Oracle Corp. ORCL 5.41 $292.96 $1,584.94 1.2% 12.8% 26.0 1.5% 41% 90 82 2.0%
Oshkosh Corp OSK 8.80 $124.22 $1,093.39 0.8% 7.9% 12.2 1.1% 58% 67 79 19.3%
Palo Alto Networks PANW 5.16 $208.55 $1,075.50 0.8% 15.6% 58.7 0.0% 78% 32 71 7.2%
Preferred Bank* PFBC 10.60 $86.99 $922.14 0.7% 4.9% 9.1 3.0% 56% 77 78 8.0%
Pfizer PFE 38.15 $24.78 $945.44 0.7% 2.7% 9.6 4.6% 21% 39 43 10.9%
Palantir Technologies PLTR 14.91 $175.44 $2,615.38 2.0% 32.1% 111.1 0.0% 96% 29 98 2.3%
PayPal PYPL 11.52 $69.81 $804.54 0.6% 7.1% 13.4 0.0% 54% 74 56 7.9%
Qualcomm QCOM 6.31 $153.52 $968.37 0.7% 5.5% 14.5 2.4% 84% 87 84 12.2%
RPC Inc. RES 155.28 $4.23 $656.83 0.5% 6.8% 23.8 2.0% 63% 25 63 37.3%
Regions Financial RF 36.68 $24.16 $886.28 0.7% 5.3% 10.8 4.0% 86% 89 93 9.7%
Roku ROKU 14.49 $92.02 $1,333.04 1.0% 6.6% 136.2 0.0% 71% 3 24 6.0%
Raytheon Technologies RTX 8.21 $157.70 $1,294.43 1.0% 8.3% 18.0 2.2% 25% 83 65 10.6%
Sezzle* SEZL 14.15 $77.35 $1,094.50 0.8% 29.2% 14.2 0.0% 55% 36 55 9.7%
Schlumberger SLB 22.76 $31.72 $721.89 0.5% 8.6% 11.0 1.7% 61% 80 98 20.5%
Sonoco Products SON 19.28 $39.61 $763.49 0.6% 5.1% 12.2 2.0% 37% 60 62 15.8%
ARS Pharmaceuticals* SPRY 68.92 $11.32 $780.15 0.6% 62.1% 26.3 0.0% 86% 2 42 16.7%
SPDRs S&P 500 [TSP "C"] SPY 1.66 $643.28 $1,067.47 0.8% 9.5% 27.4 1.3% 79% 75 85 7.9%
ShutterStock* SSTK 31.57 $21.34 $673.61 0.5% 7.6% 8.6 1.0% 26% 66 34 22.7%
Stryker SYK 2.55 $364.60 $929.75 0.7% 8.9% 23.9 0.9% 73% 97 95 7.8%
TJX Companies TJX 7.96 $140.38 $1,116.87 0.8% 7.7% 22.1 1.6% 95% 91 94 5.6%
Timken TKR 12.91 $70.79 $914.01 0.7% 4.2% 16.4 1.5% 39% 79 52 13.5%
Toyota TM 5.86 $185.22 $1,085.51 0.8% 4.9% 10.4 2.3% 86% 62 75 13.1%
Tompkins Financial* TMP 13.10 $63.12 $827.15 0.6% 4.5% 11.0 3.0% 45% 55 51 6.6%
Tapestry [Coach] TPR 16.06 $108.22 $1,737.64 1.3% 2.7% 11.5 2.5% 49% 93 77 -3.8%
Trex TREX 13.33 $50.30 $670.40 0.5% 6.5% 29.1 0.0% 76% 91 95 12.3%
Tesla TSLA 2.90 $413.49 $1,197.97 0.9% 16.3% 68.0 0.0% 93% 34 92 0.4%
Taiwan Semi TSM 5.42 $280.66 $1,519.87 1.1% 14.4% 19.3 1.0% 95% 82 99 11.6%
Trane Technologies TT 2.40 $414.14 $995.00 0.7% 9.3% 24.0 1.3% 51% 93 88 6.4%
Texas Roadhouse TXRH 4.87 $163.33 $795.68 0.6% 11.8% 24.0 1.6% 70% 86 89 16.6%
Uber Technologies UBER 13.90 $93.40 $1,297.94 1.0% 6.2% 25.9 0.0% 49% 3 21 -3.1%
United-Guardian* UG 101.63 $7.44 $756.10 0.6% -0.4% 17.2 2.0% 32% 74 39 3.3%
UGI Corp. UGI 32.93 $31.78 $1,046.43 0.8% 1.7% 13.4 3.2% 12% 75 41 10.9%
Ulta Beauty ULTA 2.59 $549.28 $1,420.65 1.1% 8.0% 20.5 0.0% 78% 36 67 8.1%
United Parcel Service UPS 7.37 $82.87 $610.60 0.5% 0.4% 14.4 4.3% 78% 66 70 14.8%
United Rentals URI 1.15 $950.03 $1,097.03 0.8% 5.1% 14.7 1.4% 19% 77 63 4.4%
U.S. Lime & Minerals* USLM 6.54 $120.13 $785.16 0.6% 18.9% 24.3 0.3% 96% 60 99 7.7%
Veeva Systems VEEV 4.39 $286.59 $1,257.80 0.9% 12.3% 27.2 0.0% 86% 79 97 2.5%
Vertiv VRT 7.84 $169.01 $1,324.53 1.0% 12.7% 33.3 0.2% 71% 40 83 4.4%
Valvoline VVV 25.18 $33.27 $837.82 0.6% 11.3% 20.8 0.0% 10% 73 84 15.4%
Wal-Mart WMT 10.81 $101.84 $1,100.97 0.8% 4.7% 29.2 1.1% 93% 87 80 4.6%
Berkley WRB 15.49 $77.65 $1,202.94 0.9% 10.8% 14.0 0.5% 96% 87 98 8.2%
Exxon Mobil XOM 8.48 $110.73 $938.71 0.7% 3.0% 17.1 3.6% 96% 43 57 10.4%
YETI YETI 24.77 $32.11 $795.39 0.6% 6.0% 14.9 0.0% 75% 60 70 12.1%
Zimmer Biomet ZBH 8.92 $94.71 $844.87 0.6% 3.7% 14.0 0.7% 43% 96 78 11.3%
ZTO Express* ZTO 52.63 $18.55 $976.32 0.7% 13.9% 12.7 3.0% 65% 80 96 20.6%


MIPAR 9.4%  
Sweet Spot 14.4% - 19.4%  
Portfolio Averages
PAR 8.7%
Quality 74.5
Growth 11.0%
P/E Ratio 30.9
Yield 1.0%
Fin Strength 64%
EPS Stability 62