Public Dashboard: # 2025 KEYSTONE STRATEGY STOCK PICKS

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $134,069.61 11.2% 31.1 1.0% 69% 62 74.5 9.2%
Apple AAPL 4.21 $232.56 $979.90 0.7% 6.2% 24.8 0.4% 92% 95 98 5.2%
ABM Industries ABM 17.49 $49.06 $858.14 0.6% 5.4% 15.0 1.8% 60% 79 59 13.3%
Adobe Systems ADBE 1.94 $353.96 $686.06 0.5% 11.4% 22.1 0.0% 76% 75 86 10.6%
Afya* AFYA 61.63 $15.27 $941.14 0.7% 10.5% 13.7 0.0% 17% 73 77 18.2%
C3.ai* AI 26.90 $17.31 $465.57 0.3% 20.1% 99.0 0.0% 62% 3 36 13.3%
Align Technology ALGN 4.30 $141.13 $606.31 0.5% 7.3% 20.7 0.0% 93% 70 90 17.9%
Advanced Micro Dev AMD 7.29 $168.58 $1,228.94 0.9% 13.5% 19.1 0.0% 92% 64 90 1.3%
Amphastar Pharma* AMPH 22.13 $30.26 $669.62 0.5% 17.9% 14.9 0.0% 33% 34 48 12.7%
Amazon.com AMZN 4.81 $231.60 $1,114.05 0.8% 11.2% 40.2 0.0% 96% 48 75 10.2%
Asana* ASAN 65.32 $14.56 $951.01 0.7% 23.6% 50.0 0.0% 19% 5 10 20.0%
ASML ASML 1.46 $763.46 $1,111.93 0.8% 14.1% 19.8 1.0% 99% 97 99 10.8%
Broadcom AVGO 6.17 $308.65 $1,904.31 1.4% 14.8% 39.6 2.6% 37% 44 77 7.0%
Axon Enterprise AXON 1.55 $781.90 $1,208.58 0.9% 23.8% 51.7 0.0% 66% 64 98 5.6%
Bank of America BAC 21.05 $50.49 $1,062.72 0.8% 7.0% 12.2 2.4% 93% 89 89 8.4%
BlackRock BLK 0.98 $1,130.48 $1,105.28 0.8% 6.8% 19.1 2.7% 100% 98 93 8.6%
Box BOX 28.50 $32.83 $935.59 0.7% 7.4% 41.2 0.0% 40% 14 23 6.3%
Pathward Financial* [Meta*] CASH 11.92 $80.12 $955.17 0.7% 11.2% 14.3 0.5% 78% 49 92 15.8%
Cava Group CAVA 7.10 $68.21 $484.10 0.4% 17.0% 62.4 0.0% 73% 67 76 3.8%
Coastal Financial* CCB 13.06 $114.30 $1,493.14 1.1% 36.3% 15.5 0.0% 68% 0 54 21.8%
Civitas Resources* CIVI 19.28 $36.26 $698.92 0.5% -4.8% 5.0 3.0% 24% 11 11 10.2%
Coinbase Global* COIN 3.38 $308.47 $1,041.42 0.8% 20.1% 25.8 0.0% 61% 15 63 6.5%
Corpay [FleetCor Tech] CPAY 2.62 $325.17 $853.06 0.6% 10.4% 16.0 0.0% 23% 98 92 13.3%
Copart CPRT 15.78 $48.75 $769.05 0.6% 8.6% 32.6 0.0% 87% 90 100 11.4%
Salesforce.com CRM 3.03 $254.53 $771.33 0.6% 8.7% 37.4 0.5% 96% 35 66 9.2%
Crispr Therapeutics* CRSP 19.54 $53.05 $1,036.74 0.8% 37.3% 43.5 0.0% 43% 1 25 3.1%
CrowdStrike CRWD 2.89 $442.00 $1,277.57 1.0% 16.0% 78.3 0.0% 49% 28 57 5.9%
Chevron Corp CVX 6.18 $159.32 $983.88 0.7% 7.0% 13.4 3.6% 99% 43 76 11.3%
Deckers Outdoor DECK 5.10 $118.14 $602.88 0.4% 13.0% 19.1 0.0% 93% 83 99 12.0%
Disney (Walt) DIS 8.51 $117.64 $1,001.45 0.7% 5.9% 17.0 1.8% 47% 32 49 6.1%
DraftKings DKNG 22.91 $48.23 $1,104.93 0.8% 16.0% 22.5 0.0% 24% 18 35 6.7%
DoubleVerify* DV 49.19 $16.27 $800.30 0.6% 19.2% 20.4 0.0% 87% 52 83 22.7%
e.l.f. Beauty ELF 7.72 $129.35 $998.69 0.7% 14.6% 24.3 0.0% 82% 84 98 2.9%
Elevance Health ELV 2.46 $310.41 $762.75 0.6% 8.0% 11.5 1.6% 86% 84 88 19.8%
EMCOR Group EME 1.96 $633.25 $1,241.37 0.9% 10.4% 20.4 0.4% 87% 69 87 6.6%
Edwards Lifesciences EW 14.02 $81.23 $1,138.47 0.8% 5.7% 27.7 0.0% 90% 99 96 3.0%
FirstEnergy Corp FE 23.50 $43.56 $1,023.74 0.8% 5.2% 15.1 3.8% 40% 84 83 10.2%
Five Below FIVE 10.79 $150.03 $1,618.45 1.2% 10.4% 29.1 0.0% 83% 51 74 3.6%
Fox Factory FOXF 30.79 $28.98 $892.24 0.7% 4.1% 19.3 0.0% 21% 26 17 7.8%
Fortinet FTNT 10.52 $79.29 $834.19 0.6% 17.0% 38.7 0.0% 85% 57 86 14.1%
Gen Digital [Norton] GEN 32.41 $30.21 $979.25 0.7% 8.8% 12.4 1.5% 5% 81 62 9.5%
Globus Medical GMED 11.68 $61.13 $714.05 0.5% 7.6% 20.1 0.0% 97% 65 88 12.6%
Gentex GNTX 32.72 $28.15 $921.14 0.7% 7.6% 15.7 1.3% 97% 77 99 10.3%
Alphabet (Google) GOOG 5.87 $212.37 $1,245.64 0.9% 10.8% 25.3 0.4% 97% 88 93 8.7%
Green Brick Partners* GRBK 13.99 $69.87 $977.75 0.7% 8.8% 10.8 0.0% 77% 60 80 13.4%
Huntington Bancs HBAN 55.52 $17.80 $988.34 0.7% 5.1% 11.7 2.5% 87% 86 92 8.3%
Robinhood Markets* HOOD 26.64 $103.69 $2,762.12 2.1% 21.7% 40.9 0.0% 68% 16 59 8.5%
Hormel HRL 30.84 $25.22 $777.67 0.6% 2.9% 19.3 2.4% 92% 86 77 12.9%
Hershey Foods HSY 5.68 $179.99 $1,021.92 0.8% 6.3% 22.0 2.7% 87% 83 93 10.8%
Howmet Aerospace HWM 8.45 $176.16 $1,488.09 1.1% 11.1% 33.4 0.4% 71% 58 93 3.9%
Hexcel HXL 15.78 $63.96 $1,008.99 0.8% 7.1% 23.2 1.1% 23% 51 46 9.0%
Intl Business Machines IBM 4.40 $245.73 $1,080.56 0.8% 3.8% 20.7 4.5% 55% 95 80 6.7%
Innovative Ind Props* IIPR 9.17 $56.30 $516.42 0.4% 1.0% 11.0 6.0% 78% 84 24 5.1%
Int'l Money Express* IMXI 47.46 $14.50 $688.18 0.5% 3.2% 7.0 0.0% 37% 95 51 6.3%
InMode* INMD 51.20 $14.92 $763.95 0.6% 2.3% 16.5 0.0% 85% 67 74 19.1%
Intel INTC 41.58 $24.93 $1,036.59 0.8% 6.3% 12.0 0.0% 47% 26 32 4.5%
Samsara* IOT 18.70 $36.45 $681.44 0.5% 44.8% 45.0 0.0% 55% 4 48 19.1%
Johnson & Johnson JNJ 6.45 $175.45 $1,131.86 0.8% 4.5% 17.0 2.8% 97% 90 96 7.8%
KLA Tencor KLAC 1.55 $894.00 $1,381.70 1.0% 8.3% 19.1 1.1% 61% 97 90 3.0%
Kinsale Capital KNSL 1.97 $455.49 $895.86 0.7% 11.5% 27.0 0.1% 87% 62 95 10.0%
Kratos Defense & Security KTOS 36.91 $68.51 $2,528.98 1.9% 11.9% 32.4 0.0% 28% 45 56 -7.2%
L3Harris Technologies LHX 4.06 $277.04 $1,125.04 0.8% 5.7% 24.8 1.5% 59% 67 58 5.9%
Lennox LII 1.50 $559.48 $838.64 0.6% 7.0% 22.2 1.1% 96% 80 92 8.7%
Lilly Eli LLY 1.26 $731.96 $920.30 0.7% 16.5% 24.9 1.0% 92% 78 100 9.5%
Lockheed Martin LMT 1.89 $456.18 $861.68 0.6% 5.1% 14.1 2.1% 65% 81 70 11.4%
Lantheus LNTH 11.20 $55.50 $621.71 0.5% 11.5% 18.4 0.0% 60% 30 72 24.6%
Lululemon Athletica LULU 3.12 $205.08 $639.56 0.5% 6.3% 20.2 0.0% 87% 96 96 14.8%
Medpace Holdings MEDP 2.94 $472.94 $1,388.43 1.0% 15.5% 26.0 0.0% 93% 72 90 4.2%
MetLife MET 11.33 $80.80 $915.79 0.7% 3.9% 9.9 2.7% 93% 57 88 11.0%
Meta Platforms [Facebook] META 1.74 $751.11 $1,307.82 1.0% 14.4% 25.0 0.4% 97% 80 98 8.6%
Meritage Hospitality* MHGU 65.53 $11.57 $757.99 0.6% 2.9% 5.5 0.0% 42% 44 17 10.2%
Mueller Industries MLI 12.38 $96.50 $1,194.75 0.9% 8.2% 19.7 1.2% 100% 47 95 15.0%
Maximus MMS 13.42 $87.72 $1,177.45 0.9% 6.4% 14.2 1.3% 54% 79 69 10.4%
Merck MRK 9.84 $83.21 $818.67 0.6% 5.9% 10.1 2.8% 77% 80 98 11.1%
Microsoft MSFT 2.36 $509.64 $1,203.51 0.9% 13.6% 31.3 0.8% 82% 91 97 9.6%
MicroStrategy Inc.* MSTR 2.58 $338.84 $874.49 0.7% 1.4% 382.8 0.0% 21% 3 22 -4.4%
Netflix NFLX 1.13 $1,231.45 $1,388.63 1.0% 11.9% 41.9 0.6% 77% 59 99 10.5%
NiSource NI 26.25 $42.14 $1,106.33 0.8% 5.8% 20.7 3.0% 49% 62 87 6.7%
NICE NICE 5.48 $142.70 $782.17 0.6% 10.4% 19.0 0.0% 99% 93 97 22.3%
NRG Energy NRG 9.84 $148.66 $1,463.04 1.1% 4.1% 20.9 2.2% 41% 19 50 6.2%
NVIDIA Corp. NVDA 7.23 $180.17 $1,303.22 1.0% 17.9% 28.8 0.2% 99% 67 100 8.7%
NV5 Global NVEE 45.96 $22.56 $1,036.76 0.8% 10.3% 28.3 0.0% 53% 58 67 12.6%
Novo Nordisk NVO 9.36 $56.11 $525.37 0.4% 13.6% 18.5 1.6% 92% 99 91 14.4%
ODDITY Tech* ODD 21.52 $61.05 $1,314.03 1.0% 29.9% 19.8 0.0% 81% 66 82 16.1%
On Semiconductor ON 14.06 $50.78 $714.00 0.5% 2.9% 15.0 0.0% 72% 57 57 6.5%
Oracle Corp. ORCL 5.41 $240.32 $1,300.15 1.0% 12.7% 31.7 1.5% 46% 91 83 9.6%
Oshkosh Corp OSK 8.80 $143.16 $1,260.10 0.9% 6.6% 13.6 1.3% 91% 73 82 9.0%
Palo Alto Networks PANW 5.16 $191.02 $985.10 0.7% 15.8% 62.7 0.0% 78% 24 64 8.3%
Preferred Bank* PFBC 10.60 $95.15 $1,008.69 0.8% 7.8% 10.3 3.0% 78% 84 96 11.4%
Pfizer PFE 38.15 $24.60 $938.57 0.7% 2.2% 10.3 4.6% 49% 56 59 12.0%
Palantir Technologies PLTR 14.91 $158.12 $2,357.19 1.8% 22.3% 207.6 0.0% 78% 20 80 1.3%
PayPal PYPL 11.52 $70.06 $807.42 0.6% 7.1% 13.9 0.0% 85% 85 77 8.2%
Qualcomm QCOM 6.31 $160.80 $1,014.32 0.8% 6.4% 14.8 2.1% 85% 92 86 9.9%
RPC Inc. RES 155.28 $4.73 $734.47 0.5% 4.7% 23.3 2.0% 43% 25 45 30.2%
Regions Financial RF 36.68 $27.33 $1,002.57 0.7% 5.3% 11.0 4.0% 93% 77 92 7.4%
Roku ROKU 14.49 $97.54 $1,413.01 1.1% 6.7% 169.9 0.0% 50% 5 19 4.3%
Raytheon Technologies RTX 8.21 $160.66 $1,318.72 1.0% 7.9% 18.7 2.2% 47% 94 76 7.7%
Sezzle* SEZL 14.15 $95.81 $1,355.71 1.0% 32.4% 25.9 0.0% 26% 49 48 19.0%
Schlumberger SLB 22.76 $36.48 $830.22 0.6% 8.5% 10.8 1.7% 65% 68 97 16.8%
Sonoco Products SON 19.28 $46.74 $900.93 0.7% 5.1% 15.1 2.0% 59% 84 79 12.1%
ARS Pharmaceuticals* SPRY 68.92 $12.86 $886.29 0.7% 70.3% 35.5 0.0% 55% 3 31 27.5%
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 $20.67 $652.46 0.5% 7.4% 9.0 1.0% 87% 54 56 23.2%
Stryker SYK 2.55 $389.67 $993.68 0.7% 8.8% 24.8 0.9% 86% 99 96 6.6%
TJX Companies TJX 7.96 $137.12 $1,090.94 0.8% 7.6% 23.5 1.6% 99% 77 92 6.7%
Timken TKR 12.91 $78.21 $1,009.81 0.8% 4.2% 14.9 1.5% 60% 97 69 8.2%
Toyota TM 5.86 $198.25 $1,161.87 0.9% 5.0% 9.4 2.3% 78% 82 80 12.2%
Tompkins Financial* TMP 13.10 $70.25 $920.59 0.7% 4.5% 12.0 3.0% 68% 55 61 6.9%
Tapestry [Coach] TPR 16.06 $102.61 $1,647.56 1.2% 2.7% 15.6 2.5% 65% 87 77 2.7%
Trex TREX 13.33 $62.86 $837.80 0.6% 6.5% 29.0 0.0% 87% 99 97 7.2%
Tesla TSLA 2.90 $345.98 $1,002.38 0.7% 17.0% 68.2 0.0% 77% 24 83 5.0%
Taiwan Semi TSM 5.42 $238.27 $1,290.32 1.0% 12.2% 17.1 1.0% 97% 92 100 12.0%
Trane Technologies TT 2.40 $424.50 $1,019.89 0.8% 9.3% 27.3 1.4% 83% 82 93 8.3%
Texas Roadhouse TXRH 4.87 $172.38 $839.77 0.6% 11.7% 23.5 1.6% 93% 82 93 13.7%
Uber Technologies UBER 13.90 $95.96 $1,333.52 1.0% 11.3% 25.3 0.0% 39% 15 30 -0.4%
United-Guardian* UG 101.63 $8.03 $816.06 0.6% -0.4% 21.3 2.0% 55% 67 47 7.3%
UGI Corp. UGI 32.93 $34.61 $1,139.61 0.9% 1.8% 14.0 3.2% 30% 81 52 9.2%
Ulta Beauty ULTA 2.59 $530.63 $1,372.41 1.0% 8.0% 18.5 0.0% 83% 70 83 6.0%
United Parcel Service UPS 7.37 $87.27 $643.02 0.5% 0.4% 14.3 4.3% 86% 83 78 13.3%
United Rentals URI 1.15 $955.24 $1,103.05 0.8% 5.1% 17.2 1.4% 35% 92 75 5.8%
U.S. Lime & Minerals* USLM 6.54 $126.29 $825.42 0.6% 18.9% 23.2 0.3% 91% 72 99 5.8%
Veeva Systems VEEV 4.39 $272.33 $1,195.22 0.9% 12.1% 29.5 0.0% 99% 83 99 4.1%
Vertiv VRT 7.84 $134.23 $1,051.96 0.8% 11.9% 40.5 0.2% 65% 41 72 8.4%
Valvoline VVV 25.18 $39.06 $983.63 0.7% 11.3% 20.0 0.0% 10% 93 88 10.5%
Wal-Mart WMT 10.81 $96.11 $1,039.03 0.8% 4.7% 29.9 1.1% 91% 98 82 6.3%
Berkley WRB 15.49 $71.24 $1,103.64 0.8% 10.8% 14.6 0.5% 98% 60 94 10.9%
Exxon Mobil XOM 8.48 $113.35 $960.92 0.7% 2.6% 16.8 3.6% 98% 38 55 8.5%
YETI YETI 24.77 $34.86 $863.51 0.6% 6.0% 15.6 0.0% 75% 71 74 11.4%
Zimmer Biomet ZBH 8.92 $105.06 $937.20 0.7% 3.8% 14.6 0.7% 53% 98 79 9.0%
ZTO Express* ZTO 52.63 $18.44 $970.53 0.7% 14.7% 12.4 3.0% 76% 74 97 21.3%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 9.2%
Quality 74.5
Growth 11.2%
P/E Ratio 31.1
Yield 1.0%
Fin Strength 69%
EPS Stability 62