Public Dashboard: # 2025 KEYSTONE STRATEGY STOCK PICKS

11/30/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
NVEE 45.96
Averages $132,548.24 10.8% 27.1 1.0% 66% 61 74.3 8.8%
Apple AAPL 4.21 $278.36 $1,172.88 0.9% 6.3% 28.7 0.4% 98% 38 87 5.5%
ABM Industries ABM 17.49 $43.00 $752.14 0.6% 5.4% 13.3 1.9% 40% 85 53 16.1%
Adobe Systems ADBE 1.94 $320.12 $620.47 0.5% 11.5% 19.7 0.0% 83% 96 92 12.2%
Afya Ltd. AFYA 61.63 $15.14 $933.13 0.7% 16.7% 11.0 0.0% 57% 63 83 18.1%
C3.ai* AI 26.90 $14.45 $388.65 0.3% 10.2% 52.8 0.0% 52% 4 33 7.6%
Align Technology ALGN 4.30 $147.19 $632.34 0.5% 8.8% 20.3 0.0% 72% 59 79 16.9%
Advanced Micro Dev AMD 7.29 $217.52 $1,585.71 1.2% 15.2% 26.6 0.0% 92% 80 96 8.8%
Amphastar Pharma* AMPH 22.13 $27.70 $612.97 0.5% 11.5% 11.0 0.0% 36% 75 75 21.1%
Amazon.com AMZN 4.81 $233.18 $1,121.65 0.8% 11.2% 34.6 0.0% 84% 39 72 12.6%
Asana* ASAN 65.32 $12.88 $841.28 0.6% 23.5% 50.0 0.0% 52% 7 18 23.4%
ASML ASML 1.46 $1,059.92 $1,543.70 1.2% 14.0% 20.9 1.0% 84% 93 97 5.1%
Broadcom AVGO 6.17 $403.37 $2,488.71 1.9% 18.1% 33.6 2.6% 38% 60 91 5.4%
Axon Enterprise AXON 1.55 $540.14 $834.89 0.6% 24.4% 34.4 0.0% 27% 56 90 4.9%
Bank of America BAC 21.05 $52.48 $1,104.61 0.8% 7.0% 12.5 2.4% 95% 92 90 8.9%
BlackRock BLK 0.98 $1,047.30 $1,023.95 0.8% 6.8% 19.0 2.7% 100% 90 91 10.9%
Box BOX 28.50 $29.54 $841.84 0.6% 6.5% 35.2 0.0% 79% 28 42 4.2%
Pathward Financial* [Meta*] CASH 11.92 $71.90 $857.18 0.6% 12.1% 8.0 0.5% 84% 81 98 20.2%
Cava Group CAVA 7.10 $48.86 $346.74 0.3% 17.8% 24.0 0.0% 46% 56 62 -6.2%
Coastal Financial* CCB 13.06 $108.52 $1,417.64 1.1% 9.0% 18.3 0.0% 40% 47 65 -2.2%
Civitas Resources* CIVI 19.28 $29.37 $566.11 0.4% -4.0% 4.9 0.0% 2% 35 13 12.8%
Coinbase Global* COIN 3.38 $273.81 $924.41 0.7% 20.6% 19.7 0.0% 89% 12 84 8.6%
Corpay [FleetCor Tech] CPAY 2.62 $295.80 $776.01 0.6% 11.1% 13.2 0.0% 13% 93 89 14.8%
Copart CPRT 15.78 $38.98 $614.92 0.5% 8.4% 31.2 0.0% 72% 41 91 15.6%
Salesforce.com CRM 3.03 $230.66 $698.99 0.5% 8.4% 28.2 0.5% 99% 33 66 5.5%
Crispr Therapeutics* CRSP 19.54 $53.46 $1,044.66 0.8% 27.4% 36.0 0.0% 62% 53 51 -4.9%
CrowdStrike CRWD 2.89 $509.25 $1,471.95 1.1% 16.0% 74.7 0.0% 68% 24 64 2.9%
Chevron Corp CVX 6.18 $151.49 $935.53 0.7% 7.8% 15.0 3.6% 94% 40 76 16.9%
Deckers Outdoor DECK 5.10 $88.03 $449.22 0.3% 10.3% 19.9 0.0% 81% 87 93 17.8%
Disney (Walt) DIS 8.51 $103.31 $879.46 0.7% 5.5% 17.7 1.2% 69% 33 62 10.3%
DraftKings DKNG 22.91 $33.16 $759.68 0.6% 16.0% 23.4 0.0% 83% 16 60 17.7%
DoubleVerify* DV 49.19 $10.54 $518.45 0.4% 15.2% 25.7 0.0% 52% 21 48 23.9%
e.l.f. Beauty ELF 7.72 $76.15 $587.94 0.4% 17.4% 21.7 0.0% 77% 94 98 13.9%
Elevance Health ELV 2.46 $338.26 $831.19 0.6% 8.0% 13.8 1.6% 70% 68 74 21.0%
EMCOR Group EME 1.96 $605.61 $1,187.19 0.9% 10.7% 19.4 0.4% 72% 73 84 11.9%
Edwards Lifesciences EW 14.02 $86.71 $1,215.28 0.9% 5.7% 28.8 0.0% 89% 86 93 5.1%
FirstEnergy Corp FE 23.50 $47.72 $1,121.50 0.8% 5.4% 16.4 3.6% 77% 96 96 10.1%
Five Below FIVE 10.79 $164.89 $1,778.75 1.3% 10.7% 28.0 0.0% 83% 43 72 2.3%
Fox Factory FOXF 30.79 $14.79 $455.36 0.3% 4.1% 19.4 0.0% 46% 12 20 23.7%
Fortinet FTNT 10.52 $81.13 $853.55 0.6% 17.0% 28.4 0.0% 68% 70 84 8.2%
Gen Digital [Norton] GEN 32.41 $26.37 $854.78 0.6% 9.0% 10.9 1.3% 12% 98 78 11.1%
Globus Medical GMED 11.68 $91.04 $1,063.43 0.8% 6.6% 20.0 0.0% 72% 42 69 3.7%
Gentex GNTX 32.72 $22.83 $747.05 0.6% 7.9% 18.0 1.3% 72% 71 95 21.6%
Alphabet (Google) GOOG 5.87 $320.12 $1,877.65 1.4% 11.0% 27.3 0.4% 93% 84 92 5.8%
Green Brick Partners* GRBK 13.99 $67.88 $949.90 0.7% 11.9% 13.6 0.0% 49% 60 71 18.7%
Huntington Bancs HBAN 55.52 $16.30 $905.05 0.7% 5.1% 10.6 2.5% 84% 83 90 8.0%
Robinhood Markets* HOOD 26.64 $107.30 $2,858.28 2.2% 20.7% 21.2 0.0% 46% 13 46 -2.3%
Hormel HRL 30.84 $23.21 $715.70 0.5% 2.6% 20.1 2.4% 93% 90 77 13.3%
Hershey Foods HSY 5.68 $188.08 $1,067.85 0.8% 6.3% 22.5 2.7% 93% 57 82 11.8%
Howmet Aerospace HWM 8.45 $204.59 $1,728.25 1.3% 10.3% 31.8 0.4% 75% 63 93 1.2%
Hexcel HXL 15.78 $76.23 $1,202.56 0.9% 7.2% 28.3 1.1% 17% 76 54 12.0%
Intl Business Machines IBM 4.40 $308.42 $1,356.21 1.0% 3.8% 20.6 2.6% 90% 84 89 1.0%
Innovative Ind Props* IIPR 9.17 $48.98 $449.28 0.3% 0.5% 11.0 0.0% 35% 71 9 0.9%
International Money Express, Inc. IMXI 47.46 $15.24 $723.30 0.5% 1.8% 13.0 0.0% 62% 99 59 17.3%
InMode* INMD 51.20 $14.25 $729.65 0.6% 1.2% 19.4 0.0% 52% 61 57 20.2%
Intel INTC 41.58 $40.56 $1,686.49 1.3% 6.1% 19.8 0.0% 76% 34 47 4.8%
Samsara* IOT 18.70 $38.03 $710.97 0.5% 26.3% 20.0 0.0% 46% 18 62 -0.7%
Johnson & Johnson JNJ 6.45 $206.46 $1,331.91 1.0% 5.0% 16.6 2.8% 99% 98 98 4.3%
KLA Tencor KLAC 1.55 $1,175.47 $1,816.72 1.4% 8.8% 20.6 1.1% 61% 98 91 1.7%
Kinsale Capital KNSL 1.97 $384.90 $757.02 0.6% 11.5% 25.9 0.1% 84% 80 97 13.4%
Kratos Defense & Security KTOS 36.91 $76.10 $2,809.15 2.1% 12.8% 69.2 0.0% 4% 24 40 1.6%
L3Harris Technologies LHX 4.06 $278.69 $1,131.74 0.9% 5.7% 25.5 1.5% 50% 62 53 7.6%
Lennox LII 1.50 $498.87 $747.79 0.6% 7.0% 20.7 0.8% 93% 85 92 9.4%
Lilly Eli LLY 1.26 $1,072.43 $1,348.37 1.0% 16.5% 19.6 1.0% 99% 56 100 0.6%
Lockheed Martin LMT 1.89 $457.86 $864.85 0.7% 5.1% 15.4 2.1% 52% 69 59 14.4%
Lantheus LNTH 11.20 $58.87 $659.46 0.5% 9.0% 17.9 0.0% 69% 41 72 14.4%
Lululemon Athletica LULU 3.12 $184.18 $574.38 0.4% 8.9% 20.6 0.0% 72% 46 77 17.6%
Medpace Holdings MEDP 2.94 $592.46 $1,739.31 1.3% 16.2% 23.2 0.0% 72% 55 81 7.2%
MetLife MET 11.33 $75.07 $850.84 0.6% 3.9% 9.8 3.1% 95% 96 97 13.0%
Meta Platforms [Facebook] META 1.74 $647.95 $1,128.20 0.9% 15.4% 20.1 0.3% 99% 70 97 10.1%
Meritage Hospitality* MHGU 65.53 $4.15 $271.95 0.2% 2.9% 6.8 0.0% 14% 82 19 40.8%
Mueller Industries MLI 12.38 $109.87 $1,360.28 1.0% 7.9% 18.2 1.2% 91% 82 97 11.0%
Maximus MMS 13.42 $86.09 $1,155.57 0.9% 6.4% 14.0 1.3% 28% 78 57 13.7%
Merck MRK 9.84 $104.83 $1,031.39 0.8% 5.9% 9.8 2.8% 91% 53 96 5.7%
Microsoft MSFT 2.36 $492.01 $1,161.88 0.9% 13.1% 28.3 0.7% 71% 100 97 9.4%
MicroStrategy Inc.* MSTR 2.58 $177.18 $457.27 0.3% 0.5% 346.7 0.0% 94% 0 49 5.8%
Netflix NFLX 1.13 $107.57 $121.30 0.1% 11.9% 36.3 0.6% 76% 64 99 7.3%
NiSource NI 26.25 $44.13 $1,158.57 0.9% 5.7% 19.2 3.0% 84% 85 99 3.8%
NICE NICE 5.48 $106.07 $581.40 0.4% 10.5% 16.3 0.0% 95% 95 97 26.6%
NRG Energy NRG 9.84 $169.49 $1,668.04 1.3% 3.9% 20.0 2.2% 28% 74 62 3.9%
NVIDIA Corp. NVDA 7.23 $176.51 $1,276.75 1.0% 21.5% 20.6 0.2% 99% 73 100 8.6%
Novo Nordisk NVO 9.36 $49.15 $460.21 0.3% 10.7% 16.3 1.9% 99% 86 86 13.6%
ODDITY Tech* ODD 21.52 $41.29 $888.72 0.7% 22.2% 16.2 0.0% 89% 49 77 14.7%
On Semiconductor ON 14.06 $50.24 $706.34 0.5% 2.5% 17.0 0.0% 77% 53 55 8.4%
Oracle Corp. ORCL 5.41 $201.44 $1,089.81 0.8% 19.0% 29.1 1.5% 72% 81 92 16.0%
Oshkosh Corp OSK 8.80 $128.18 $1,128.25 0.9% 7.9% 10.8 1.1% 61% 63 76 13.8%
Palo Alto Networks PANW 5.16 $190.09 $980.30 0.7% 15.6% 58.0 0.0% 72% 31 67 9.4%
Preferred Bank* PFBC 10.60 $94.41 $1,000.85 0.8% 14.8% 9.2 3.0% 50% 77 88 17.4%
Pfizer PFE 38.15 $25.78 $983.40 0.7% 2.7% 9.4 4.6% 51% 38 57 9.8%
Palantir Technologies PLTR 14.91 $190.96 $2,846.75 2.1% 32.1% 106.7 0.0% 72% 24 92 1.7%
PayPal PYPL 11.52 $62.65 $722.02 0.5% 7.1% 13.2 0.0% 93% 74 73 10.5%
Qualcomm QCOM 6.31 $168.09 $1,060.30 0.8% 5.5% 14.1 2.4% 91% 38 66 10.2%
RPC Inc. RES 155.28 $5.32 $826.09 0.6% 7.0% 35.5 2.0% 49% 20 50 35.8%
Regions Financial RF 36.68 $25.45 $933.60 0.7% 5.3% 10.4 4.0% 84% 89 92 8.2%
Roku ROKU 14.49 $96.69 $1,400.70 1.1% 6.6% 139.9 0.0% 25% 3 12 6.2%
Raytheon Technologies RTX 8.21 $174.78 $1,434.58 1.1% 8.3% 18.0 2.2% 57% 83 78 9.0%
Sezzle* SEZL 14.15 $61.75 $873.76 0.7% 28.3% 14.5 0.0% 52% 38 55 17.2%
Schlumberger SLB 22.76 $36.24 $824.76 0.6% 8.6% 11.3 1.7% 71% 81 99 15.9%
Sonoco Products SON 19.28 $42.17 $812.84 0.6% 5.1% 11.8 2.0% 49% 58 66 15.1%
ARS Pharmaceuticals* SPRY 68.92 $9.54 $657.48 0.5% 62.4% 21.1 0.0% 52% 3 35 29.8%
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 $20.82 $657.20 0.5% 7.5% 8.6 0.0% 29% 65 36 22.0%
Stryker SYK 2.55 $371.18 $946.53 0.7% 8.9% 23.3 0.9% 95% 98 98 7.4%
TJX Companies TJX 7.96 $151.85 $1,208.13 0.9% 7.7% 22.1 1.6% 94% 91 93 4.2%
Timken TKR 12.91 $81.39 $1,050.87 0.8% 4.2% 15.3 1.5% 67% 78 65 9.1%
Toyota TM 5.86 $201.87 $1,183.09 0.9% 5.0% 12.2 2.7% 84% 46 63 12.9%
Tompkins Financial* TMP 13.10 $69.11 $905.65 0.7% 4.5% 11.0 0.0% 40% 24 36 1.7%
Tapestry [Coach] TPR 16.06 $109.26 $1,754.34 1.3% 3.2% 13.8 2.5% 45% 86 72 4.9%
Trex TREX 13.33 $34.98 $466.21 0.4% 6.5% 28.5 0.0% 80% 91 95 21.4%
Tesla TSLA 2.90 $430.07 $1,246.00 0.9% 16.1% 74.7 0.0% 37% 34 74 2.0%
Taiwan Semi TSM 5.42 $291.64 $1,579.33 1.2% 14.4% 18.4 0.9% 99% 82 100 11.5%
Trane Technologies TT 2.40 $421.48 $1,012.64 0.8% 9.3% 24.0 1.3% 50% 93 86 6.4%
Texas Roadhouse TXRH 4.87 $175.25 $853.75 0.6% 11.6% 23.3 1.6% 46% 87 81 14.1%
Uber Technologies UBER 13.90 $87.56 $1,216.72 0.9% 6.2% 25.3 0.0% 49% 3 22 -1.5%
United-Guardian* UG 101.63 $5.79 $588.41 0.4% -0.4% 17.3 0.0% 29% 74 38 6.7%
UGI Corp. UGI 32.93 $39.55 $1,302.27 1.0% 1.7% 11.6 3.2% 24% 74 47 3.3%
Ulta Beauty ULTA 2.59 $538.83 $1,393.62 1.1% 8.1% 21.5 0.0% 19% 36 40 10.9%
United Parcel Service UPS 7.37 $95.79 $705.79 0.5% 0.4% 14.7 4.3% 91% 64 73 12.0%
United Rentals URI 1.15 $815.18 $941.32 0.7% 5.1% 14.7 1.4% 44% 76 73 8.0%
U.S. Lime & Minerals* USLM 6.54 $121.57 $794.58 0.6% 18.9% 23.6 0.0% 78% 59 96 6.4%
Veeva Systems VEEV 4.39 $240.29 $1,054.60 0.8% 11.7% 25.7 0.0% 81% 77 96 4.4%
Vertiv VRT 7.84 $180.44 $1,414.11 1.1% 12.7% 32.2 0.2% 90% 40 87 3.7%
Valvoline VVV 25.18 $31.31 $788.47 0.6% 10.1% 20.8 0.0% 24% 72 84 15.5%
Wal-Mart WMT 10.81 $110.51 $1,194.70 0.9% 4.8% 29.2 0.9% 75% 86 70 2.9%
Berkley WRB 15.49 $77.69 $1,203.56 0.9% 10.8% 14.0 0.5% 95% 88 98 8.5%
Exxon Mobil XOM 8.48 $115.92 $982.71 0.7% 3.0% 16.7 3.6% 98% 43 57 8.9%
YETI YETI 24.77 $41.48 $1,027.50 0.8% 6.0% 15.0 0.0% 61% 66 66 6.7%
Zimmer Biomet ZBH 8.92 $97.52 $869.94 0.7% 4.4% 13.7 0.7% 71% 95 86 9.5%
ZTO Express* ZTO 52.63 $20.65 $1,086.84 0.8% 13.8% 12.7 0.0% 62% 78 95 15.0%


MIPAR 8.3%  
Sweet Spot 13.3% - 18.3%  
Portfolio Averages
PAR 8.8%
Quality 74.3
Growth 10.8%
P/E Ratio 27.1
Yield 1.0%
Fin Strength 66%
EPS Stability 61