Public Dashboard: # 2024 KEYSTONE STRATEGY STOCK PICKS

08/13/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $152,149.13 9.8% 41.0 1.0% 67% 62 73.3 7.0%
Apple AAPL 5.26 $229.65 $1,208.88 0.8% 6.2% 24.8 0.4% 92% 95 98 5.5%
Adobe Systems ADBE 1.61 $338.43 $546.36 0.4% 11.4% 22.1 0.0% 76% 75 86 11.6%
Addus Homecare* ADUS 11.24 $113.06 $1,271.05 0.8% 15.7% 22.9 0.0% 64% 59 82 14.1%
Akamai Technologies AKAM 8.80 $71.97 $633.26 0.4% 4.1% 28.3 0.0% 75% 81 64 17.2%
Advanced Micro Dev AMD 8.18 $174.95 $1,430.38 0.9% 13.5% 19.1 0.0% 92% 64 90 0.5%
American Tower AMT 5.02 $204.62 $1,026.59 0.7% 12.6% 41.3 3.0% 78% 43 97 8.5%
Amazon.com AMZN 6.81 $221.47 $1,509.27 1.0% 11.2% 40.2 0.0% 96% 48 75 11.2%
Ardelyx* ARDX 228.31 $5.60 $1,278.54 0.8% 23.9% 10.7 0.0% 17% 25 34 22.2%
ASML ASML 1.45 $741.79 $1,073.22 0.7% 14.1% 19.8 1.0% 99% 97 99 11.4%
Autozone AZO 0.37 $4,000.67 $1,491.27 1.0% 6.0% 20.4 0.0% 36% 96 81 3.8%
Boeing BA 4.55 $232.61 $1,057.32 0.7% 8.4% 28.0 1.0% 4% 14 21 7.3%
Bank of America BAC 33.64 $47.50 $1,597.71 1.1% 7.0% 12.2 2.4% 93% 89 89 9.7%
Cardinal Health CAH 9.41 $146.30 $1,376.68 0.9% 9.1% 17.7 1.5% 66% 63 65 5.4%
Caterpillar Inc. CAT 4.04 $412.71 $1,668.46 1.1% 5.5% 18.2 1.5% 86% 78 94 6.5%
ChargePoint* CHPT 484.26 $11.08 $5,365.62 3.5% 7.9% 4.2 0.0% 12% 5 30 -39.1%
Clearfield CLFD 37.65 $34.27 $1,290.29 0.8% 4.8% 28.2 0.0% 68% 42 58 9.0%
Comcast (A) CMCSA 23.49 $32.10 $753.88 0.5% 1.3% 8.7 1.9% 59% 94 68 12.3%
CNH Industrial CNH 97.75 $12.52 $1,223.85 0.8% 2.2% 12.1 2.0% 33% 54 42 10.6%
Coinbase Global* COIN 8.66 $322.62 $2,792.28 1.8% 20.1% 25.8 0.0% 61% 15 63 5.5%
Costco Wholesale COST 1.69 $991.25 $1,676.22 1.1% 8.2% 44.4 0.6% 99% 91 89 6.0%
Canadian Pacific Rail CP 13.85 $74.97 $1,038.51 0.7% 4.8% 22.4 0.9% 58% 93 87 8.0%
Corpay [FleetCor Tech] CPAY 4.27 $309.37 $1,322.04 0.9% 10.4% 16.0 0.0% 23% 98 92 14.4%
Campbell Soup CPB 24.30 $32.10 $780.07 0.5% 3.4% 14.5 2.9% 49% 96 67 15.1%
CrowdStrike CRWD 4.75 $435.80 $2,068.74 1.4% 16.0% 78.3 0.0% 49% 28 57 6.2%
Cintas Corp. CTAS 1.80 $223.31 $402.43 0.3% 9.0% 35.3 1.2% 92% 80 99 6.1%
Cognizant Technology CTSH 14.05 $68.77 $966.28 0.6% 4.3% 16.3 1.3% 74% 89 80 12.2%
Darling Ingredients DAR 23.09 $31.09 $718.01 0.5% 3.7% 14.8 0.0% 23% 52 42 13.0%
Designer Brands DBI 93.02 $3.02 $280.93 0.2% 2.7% 4.5 3.3% 16% 9 8 11.0%
Dollar General DG 7.99 $115.19 $920.19 0.6% 4.2% 12.9 1.7% 75% 42 53 2.3%
Horton, DR DHI 7.84 $158.26 $1,241.45 0.8% 6.2% 12.4 1.1% 92% 68 82 10.1%
Dlocal* DLO 57.37 $10.97 $629.37 0.4% 25.0% 21.3 0.0% 83% 48 69 17.7%
Dorman Products DORM 13.71 $149.68 $2,051.82 1.3% 9.6% 17.3 0.0% 82% 85 97 11.0%
Domino's Pizza DPZ 2.70 $441.19 $1,193.11 0.8% 5.2% 24.4 1.1% 28% 98 75 10.5%
Devon Energy DVN 22.05 $33.32 $734.73 0.5% 3.5% 13.6 1.9% 42% 40 38 21.4%
Dexcom DXCM 8.85 $80.17 $709.78 0.5% 25.6% 25.6 0.0% 66% 47 83 13.6%
e.l.f. Beauty ELF 8.74 $116.75 $1,020.72 0.7% 14.6% 24.3 0.0% 82% 84 98 5.0%
Etsy ETSY 13.92 $66.49 $925.79 0.6% 8.0% 21.4 0.0% 31% 40 38 3.7%
Edwards Lifesciences EW 14.73 $76.93 $1,132.99 0.7% 5.7% 27.7 0.0% 90% 99 96 4.1%
EXLService EXLS 35.40 $42.54 $1,505.84 1.0% 13.0% 27.4 0.0% 71% 74 87 10.8%
Diamondback FANG 6.47 $138.49 $895.62 0.6% 17.4% 12.5 2.1% 31% 14 73 31.0%
Fastenal FAST 16.40 $48.45 $794.78 0.5% 4.8% 24.6 1.9% 97% 98 98 2.7%
Five Below FIVE 5.24 $137.98 $722.45 0.5% 10.4% 29.1 0.0% 83% 51 74 5.4%
Fox Factory FOXF 16.07 $28.63 $460.07 0.3% 4.1% 19.3 0.0% 21% 26 17 8.1%
First Merchants* FRME 32.22 $38.86 $1,251.93 0.8% 2.4% 10.3 3.0% 78% 75 59 4.4%
First Solar, Inc. FSLR 6.48 $184.73 $1,196.59 0.8% 15.8% 14.1 1.8% 78% 42 97 19.0%
Fortinet FTNT 18.72 $78.47 $1,468.65 1.0% 17.0% 38.7 0.0% 85% 57 86 14.4%
Forward Air FWRD 15.38 $29.12 $447.93 0.3% 4.0% 21.2 2.1% 4% 11 8 10.5%
Genpact G 29.75 $43.31 $1,288.60 0.8% 6.3% 13.0 1.4% 83% 99 90 13.3%
GE Healthcare GEHC 13.57 $74.41 $1,009.50 0.7% 5.0% 18.0 0.2% 67% 92 66 9.0%
Globus Medical GMED 21.59 $61.87 $1,335.71 0.9% 7.6% 20.1 0.0% 97% 65 88 12.4%
Generac GNRC 8.87 $198.86 $1,762.94 1.2% 6.7% 19.3 1.2% 51% 67 62 3.2%
Alphabet (Google) GOOG 7.23 $204.16 $1,477.07 1.0% 10.8% 25.3 0.4% 97% 88 93 9.6%
Alphabet (Google) GOOGL 7.32 $203.34 $1,487.60 1.0% 10.8% 25.3 0.4% 97% 89 93 9.6%
Green Brick Partners* GRBK 20.92 $67.13 $1,404.10 0.9% 8.8% 10.8 0.0% 77% 60 80 14.3%
Goodyear Tire GT 70.92 $8.25 $585.11 0.4% 3.8% 7.2 0.0% 30% 35 23 15.0%
Helios Technologies HLIO 25.28 $50.53 $1,277.62 0.8% 2.5% 15.9 0.4% 59% 64 54 1.0%
Intl Business Machines IBM 6.44 $234.77 $1,512.89 1.0% 3.8% 20.7 4.5% 55% 95 80 7.6%
Independent Bank MA* INDB 17.96 $66.90 $1,201.29 0.8% 9.4% 13.0 3.0% 87% 55 79 12.0%
InMode* INMD 43.63 $14.22 $620.42 0.4% 2.3% 16.5 0.0% 85% 67 74 20.2%
Samsara* IOT 37.33 $32.69 $1,220.23 0.8% 44.8% 45.0 0.0% 55% 4 48 21.7%
Inter Parfums IPAR 8.08 $116.47 $940.94 0.6% 6.5% 23.2 2.5% 86% 78 86 12.1%
Kohl's KSS 43.20 $12.83 $554.21 0.4% -2.3% 9.0 5.3% 14% 10 2 2.6%
Lilly Eli LLY 1.66 $639.43 $1,063.77 0.7% 16.5% 24.9 1.0% 92% 78 100 12.5%
Lockheed Martin LMT 2.21 $431.56 $954.76 0.6% 5.1% 14.1 2.1% 65% 81 70 12.6%
Cheniere Energy LNG 5.58 $229.77 $1,282.13 0.8% 6.4% 22.3 1.0% 10% 26 40 15.5%
LPL Financial LPLA 4.37 $373.41 $1,631.68 1.1% 22.7% 28.8 0.4% 87% 34 81 11.1%
Lululemon Athletica LULU 2.32 $192.93 $446.85 0.3% 6.3% 20.2 0.0% 87% 96 96 16.2%
Southwest Airlines LUV 40.21 $30.72 $1,235.22 0.8% 5.3% 15.0 2.6% 46% 10 26 9.5%
Mastercard MA 2.42 $574.18 $1,391.95 0.9% 11.9% 25.2 0.7% 83% 100 99 4.8%
Microchip Technology MCHP 12.01 $64.50 $774.68 0.5% 0.4% 21.6 2.3% 42% 67 49 1.0%
Meta Platforms [Facebook] META 2.96 $790.00 $2,335.69 1.5% 14.4% 25.0 0.4% 97% 80 98 7.5%
MarketAxess MKTX 4.32 $188.22 $813.40 0.5% 7.3% 27.7 1.0% 99% 86 88 10.8%
Moncler* MONRY 17.76 $53.80 $955.60 0.6% 16.1% 21.4 2.0% 64% 93 95 17.6%
Merck MRK 9.82 $80.30 $788.26 0.5% 5.9% 10.1 2.8% 77% 80 98 11.9%
Moderna MRNA 12.74 $25.66 $326.80 0.2% 10.8% 18.5 0.0% 26% 6 18 16.7%
Microsoft MSFT 2.65 $529.24 $1,402.22 0.9% 13.6% 31.3 0.8% 82% 91 97 8.8%
MicroStrategy Inc.* MSTR 19.22 $394.39 $7,580.92 5.0% 1.4% 382.8 0.0% 21% 3 22 -7.3%
Neurocrine Bio NBIX 8.92 $128.89 $1,149.06 0.8% 12.3% 12.9 0.0% 93% 66 79 8.8%
Neogen NEOG 59.31 $5.23 $310.20 0.2% 3.6% 10.3 0.0% 7% 48 24 7.2%
Netflix NFLX 2.09 $1,225.28 $2,555.01 1.7% 11.9% 41.9 0.6% 77% 59 99 10.6%
NICE NICE 5.18 $142.34 $736.64 0.5% 10.4% 19.0 0.0% 99% 93 97 22.4%
NVIDIA Corp. NVDA 20.93 $183.16 $3,833.72 2.5% 17.9% 28.8 0.2% 99% 67 100 8.4%
NV5 Global NVEE 10.15 $22.56 $229.01 0.2% 10.3% 28.3 0.0% 53% 58 67 12.6%
Novo Nordisk NVO 9.48 $49.78 $472.07 0.3% 13.6% 18.5 1.6% 92% 99 91 17.2%
Universal Display OLED 6.04 $140.48 $848.92 0.6% 10.2% 31.3 0.8% 91% 92 94 8.7%
Bank OZK* OZK 24.11 $49.50 $1,193.35 0.8% 8.8% 8.8 3.0% 87% 83 95 13.4%
Paychex PAYX 8.44 $134.99 $1,139.16 0.7% 7.9% 26.2 3.0% 86% 97 100 11.0%
Pfizer PFE 32.79 $24.65 $808.20 0.5% 2.2% 10.3 4.6% 49% 56 59 11.9%
PayPal PYPL 17.93 $67.97 $1,218.97 0.8% 7.1% 13.9 0.0% 85% 85 77 8.9%
Rollins Inc. ROL 24.92 $57.88 $1,442.31 0.9% 9.0% 44.5 1.1% 77% 93 98 8.2%
Raytheon Technologies RTX 12.50 $155.49 $1,944.11 1.3% 7.9% 18.7 2.2% 47% 94 76 8.4%
Starbucks SBUX 9.73 $93.37 $908.45 0.6% 6.6% 24.4 3.6% 59% 66 71 8.6%
Schwab Charles SCHW 17.72 $98.69 $1,748.89 1.1% 8.9% 20.8 1.2% 87% 66 76 7.5%
Sprouts Farmers Market SFM 23.81 $147.83 $3,519.76 2.3% 9.0% 28.2 0.6% 83% 79 99 9.2%
SoFi Technologies SOFI 145.77 $23.65 $3,447.52 2.3% 19.8% 31.3 0.0% 9% 18 33 4.0%
SPDRs S&P 500 [TSP "C"] SPY 2.33 $580.49 $1,354.64 0.9% 10.0% 26.8 1.3% 85% 74 86 9.0%
STMicroelectronics STM 21.92 $26.25 $575.28 0.4% 2.7% 18.8 1.3% 92% 50 53 12.2%
Skyworks Solutions SWKS 10.54 $71.69 $755.43 0.5% 0.7% 15.2 3.6% 91% 66 63 11.9%
Sysco Corp. SYY 13.86 $80.75 $1,119.20 0.7% 3.9% 15.4 2.1% 71% 87 91 5.9%
Truist Financial TFC 31.48 $44.01 $1,385.49 0.9% 3.3% 11.1 4.5% 87% 82 79 10.2%
Target TGT 7.61 $106.26 $808.31 0.5% 2.3% 12.1 2.8% 74% 76 63 9.5%
Tractor Supply TSCO 5.05 $59.30 $299.21 0.2% 6.8% 22.0 1.7% 92% 96 90 6.0%
Tesla TSLA 4.25 $340.84 $1,447.61 1.0% 17.0% 68.2 0.0% 77% 24 83 5.3%
Texas Roadhouse TXRH 8.88 $176.71 $1,569.22 1.0% 11.7% 23.5 1.6% 93% 82 93 13.1%
Ulta Beauty ULTA 2.41 $516.02 $1,244.26 0.8% 8.0% 18.5 0.0% 83% 70 83 6.6%
U.S. Lime & Minerals* USLM 22.41 $118.56 $2,657.10 1.7% 18.9% 23.2 0.3% 91% 72 99 7.2%
Visa Inc. V 3.93 $336.74 $1,323.30 0.9% 10.8% 27.3 0.7% 91% 100 100 8.5%
Veeva Systems VEEV 5.66 $275.43 $1,559.98 1.0% 12.1% 29.5 0.0% 99% 83 99 3.9%
Vicor VICR 26.50 $48.43 $1,283.25 0.8% 10.2% 35.6 0.0% 68% 43 71 8.7%
Vertex Pharma VRTX 2.83 $387.77 $1,098.37 0.7% 9.7% 27.0 0.0% 99% 47 73 10.8%
Verizon VZ 26.80 $43.25 $1,158.90 0.8% 1.7% 9.3 4.7% 67% 98 76 7.8%
Western Alliance* WAL 20.41 $82.70 $1,687.76 1.1% 11.2% 11.0 2.5% 55% 69 81 13.3%
Wal-Mart WMT 19.22 $103.62 $1,991.93 1.3% 4.7% 29.9 1.1% 91% 98 82 4.8%
Exxon Mobil XOM 9.56 $106.13 $1,014.92 0.7% 2.6% 16.8 3.6% 98% 38 55 9.9%
XPEL XPEL 21.38 $37.46 $800.77 0.5% 8.8% 16.7 0.0% 83% 94 97 8.1%
YETI YETI 23.78 $33.76 $802.85 0.5% 6.0% 15.6 0.0% 75% 71 74 12.2%
ZTO Express* ZTO 44.57 $20.01 $891.91 0.6% 14.7% 12.4 3.0% 76% 74 97 19.4%


MIPAR 8.8%  
Sweet Spot 13.8% - 18.8%  
Portfolio Averages
PAR 7.0%
Quality 73.3
Growth 9.8%
P/E Ratio 41.0
Yield 1.0%
Fin Strength 67%
EPS Stability 62