Public Dashboard: # 2024 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 10.15
Averages $149,537.37 9.2% 45.3 1.0% 66% 59 71.7 9.7%
Apple AAPL 5.26 $245.27 $1,291.10 0.9% 6.3% 28.7 0.4% 83% 80 95 7.7%
Adobe Systems ADBE 1.61 $337.51 $544.87 0.4% 11.4% 20.9 0.0% 74% 97 93 11.4%
Addus Homecare* ADUS 11.24 $112.91 $1,269.36 0.8% 12.1% 20.9 0.0% 83% 73 93 12.6%
Akamai Technologies AKAM 8.80 $73.24 $644.43 0.4% 4.1% 28.5 0.0% 61% 84 58 17.2%
Advanced Micro Dev AMD 8.18 $214.76 $1,755.87 1.2% 15.2% 18.8 0.0% 95% 81 97 1.3%
American Tower AMT 5.02 $186.68 $936.58 0.6% 12.6% 44.7 3.0% 86% 31 97 12.3%
Amazon.com AMZN 6.81 $216.37 $1,474.51 1.0% 11.2% 35.2 0.0% 96% 40 78 13.4%
Ardelyx* ARDX 228.31 $4.94 $1,126.71 0.8% 27.1% 17.0 0.0% 67% 0 45 28.4%
ASML ASML 1.45 $936.19 $1,354.48 0.9% 14.0% 21.2 1.0% 77% 92 97 7.4%
Autozone AZO 0.37 $4,075.31 $1,519.09 1.0% 6.5% 18.8 0.0% 40% 62 68 2.3%
Boeing BA 4.55 $210.73 $957.86 0.6% 8.3% 33.0 1.0% 2% 10 17 14.2%
Bank of America BAC 33.64 $48.65 $1,636.39 1.1% 7.0% 12.5 2.4% 96% 92 92 10.3%
Cardinal Health CAH 9.41 $156.88 $1,476.24 1.0% 8.8% 16.4 1.5% 85% 90 84 5.1%
Caterpillar Inc. CAT 4.04 $491.30 $1,986.17 1.3% 5.7% 16.5 1.5% 54% 75 89 5.6%
ChargePoint* CHPT 484.26 $11.15 $5,399.52 3.6% 2.9% 9.1 0.0% 9% 21 21 22.2%
Clearfield CLFD 37.65 $34.84 $1,311.75 0.9% 4.8% 26.1 0.0% 74% 24 53 12.2%
Comcast (A) CMCSA 23.49 $29.46 $691.87 0.5% 1.3% 8.7 1.9% 42% 56 44 21.0%
CNH Industrial CNH 97.75 $10.10 $987.29 0.7% -1.3% 12.9 2.0% 78% 65 53 14.8%
Coinbase Global* COIN 8.66 $357.01 $3,089.93 2.1% 20.6% 23.9 0.0% 78% 11 80 6.3%
Costco Wholesale COST 1.69 $930.01 $1,572.66 1.1% 8.2% 40.1 0.6% 99% 90 90 6.0%
Canadian Pacific Rail CP 13.85 $74.90 $1,037.54 0.7% 5.1% 20.9 0.9% 86% 76 91 8.1%
Corpay [FleetCor Tech] CPAY 4.27 $280.11 $1,197.00 0.8% 10.4% 15.9 0.0% 3% 94 86 16.6%
Campbell Soup CPB 24.30 $30.39 $738.52 0.5% 2.8% 14.2 2.9% 36% 81 50 12.6%
CrowdStrike CRWD 4.75 $493.66 $2,343.40 1.6% 16.0% 61.8 0.0% 80% 24 71 -0.3%
Cintas Corp. CTAS 1.80 $187.96 $338.73 0.2% 8.6% 34.5 1.2% 73% 90 99 7.6%
Cognizant Technology CTSH 14.05 $65.80 $924.55 0.6% 4.9% 15.9 1.3% 96% 98 92 13.5%
Darling Ingredients DAR 23.09 $30.10 $695.15 0.5% 2.9% 16.8 0.0% 13% 31 19 12.0%
Designer Brands DBI 93.02 $3.18 $295.81 0.2% 2.8% 1.4 3.3% 17% 16 9 5.4%
Dollar General DG 7.99 $99.22 $792.62 0.5% 4.2% 14.1 1.7% 76% 42 52 7.2%
Horton, DR DHI 7.84 $151.58 $1,189.05 0.8% 6.6% 11.8 1.1% 93% 33 65 8.9%
Dlocal* DLO 57.37 $13.61 $780.84 0.5% 26.7% 24.5 0.0% 65% 37 63 13.8%
Dorman Products DORM 13.71 $141.68 $1,942.15 1.3% 10.1% 18.0 0.0% 70% 73 95 15.7%
Domino's Pizza DPZ 2.70 $406.37 $1,098.95 0.7% 5.2% 24.5 1.1% 16% 86 68 13.7%
Devon Energy DVN 22.05 $32.50 $716.65 0.5% 3.9% 21.3 1.9% 29% 31 28 33.5%
Dexcom DXCM 8.85 $65.12 $576.54 0.4% 13.9% 25.9 0.0% 93% 65 91 8.0%
e.l.f. Beauty ELF 8.74 $129.69 $1,133.85 0.8% 14.8% 22.8 0.0% 77% 78 97 0.6%
Etsy ETSY 13.92 $68.73 $956.98 0.6% 6.4% 21.3 0.0% 31% 42 36 1.6%
Edwards Lifesciences EW 14.73 $73.94 $1,088.95 0.7% 5.7% 26.9 0.0% 96% 86 95 6.3%
EXLService EXLS 35.40 $41.25 $1,460.18 1.0% 13.1% 24.2 0.0% 69% 96 94 9.6%
Diamondback FANG 6.47 $139.82 $904.22 0.6% 16.9% 12.5 2.1% 25% 73 92 30.7%
Fastenal FAST 16.40 $45.78 $750.98 0.5% 4.9% 28.4 1.9% 96% 81 96 5.8%
Five Below FIVE 5.24 $138.49 $725.12 0.5% 10.4% 25.9 0.0% 58% 40 60 4.1%
Fox Factory FOXF 16.07 $22.21 $356.90 0.2% 4.1% 20.8 0.0% 44% 11 18 15.6%
First Merchants* FRME 32.22 $36.18 $1,165.59 0.8% -0.8% 8.9 3.0% 45% 55 20 0.2%
First Solar, Inc. FSLR 6.48 $225.91 $1,463.34 1.0% 15.8% 13.8 1.8% 69% 38 95 14.3%
Fortinet FTNT 18.72 $83.05 $1,554.28 1.0% 17.0% 28.4 0.0% 76% 71 88 7.0%
Forward Air FWRD 15.38 $22.59 $347.49 0.2% 4.1% 23.0 2.1% 2% 6 6 15.1%
Genpact G 29.75 $39.37 $1,171.38 0.8% 6.2% 13.3 1.4% 65% 84 80 16.4%
GE Healthcare GEHC 13.57 $71.01 $963.37 0.6% 5.0% 20.0 0.2% 58% 76 55 12.1%
Globus Medical GMED 21.59 $56.57 $1,221.29 0.8% 6.6% 20.0 0.0% 93% 42 77 13.7%
Generac GNRC 8.87 $170.08 $1,507.80 1.0% 6.8% 22.8 1.2% 28% 73 56 11.9%
Alphabet (Google) GOOG 7.23 $237.49 $1,718.20 1.1% 10.8% 25.3 0.4% 99% 78 91 7.1%
Alphabet (Google) GOOGL 7.32 $236.57 $1,730.70 1.2% 10.8% 25.6 0.4% 84% 23 65 4.6%
Green Brick Partners* GRBK 20.92 $63.15 $1,320.85 0.9% 13.0% 13.3 0.0% 73% 94 98 29.4%
Goodyear Tire GT 70.92 $6.83 $484.40 0.3% 3.6% 7.8 0.0% 17% 41 18 17.1%
Helios Technologies HLIO 25.28 $47.11 $1,191.15 0.8% 2.5% 16.3 0.4% 40% 60 43 1.9%
Intl Business Machines IBM 6.44 $277.82 $1,790.31 1.2% 3.8% 20.8 4.5% 49% 87 77 4.7%
Independent Bank MA* INDB 17.96 $65.50 $1,176.15 0.8% 5.8% 9.0 3.0% 45% 55 51 1.4%
InMode* INMD 43.63 $15.27 $666.01 0.4% 1.9% 17.7 0.0% 85% 62 74 19.3%
Samsara* IOT 37.33 $36.86 $1,375.89 0.9% 26.1% 20.0 0.0% 58% 18 69 -0.3%
Inter Parfums IPAR 8.08 $92.46 $746.97 0.5% 6.5% 22.5 2.5% 76% 97 90 15.8%
Kohl's KSS 43.20 $13.98 $603.89 0.4% -2.3% 21.0 5.3% 9% 22 2 16.3%
Lilly Eli LLY 1.66 $833.49 $1,386.61 0.9% 16.5% 20.0 1.0% 76% 59 99 3.8%
Lockheed Martin LMT 2.21 $505.05 $1,117.34 0.7% 5.1% 15.5 2.1% 40% 70 55 11.9%
Cheniere Energy LNG 5.58 $227.37 $1,268.74 0.8% 6.4% 18.1 1.0% 14% 22 38 14.1%
LPL Financial LPLA 4.37 $315.24 $1,377.50 0.9% 19.1% 16.9 0.4% 45% 27 63 1.9%
Lululemon Athletica LULU 2.32 $167.51 $387.97 0.3% 9.7% 22.0 0.0% 78% 58 90 26.1%
Southwest Airlines LUV 40.21 $31.29 $1,258.14 0.8% 5.3% 17.1 2.6% 55% 56 49 11.7%
Mastercard MA 2.42 $557.48 $1,351.47 0.9% 11.9% 24.7 0.7% 65% 88 96 7.8%
Microchip Technology MCHP 12.01 $60.41 $725.56 0.5% 0.1% 21.6 2.3% 22% 40 28 2.3%
Meta Platforms [Facebook] META 2.96 $705.30 $2,085.27 1.4% 14.4% 22.1 0.3% 99% 71 97 8.2%
MarketAxess MKTX 4.32 $177.40 $766.64 0.5% 6.9% 28.0 1.1% 86% 80 81 11.3%
Moncler* MONRY 17.76 $58.81 $1,044.58 0.7% 16.1% 20.0 2.0% 73% 87 96 12.4%
Merck MRK 9.82 $85.99 $844.12 0.6% 5.9% 10.2 2.8% 56% 55 89 10.6%
Moderna MRNA 12.74 $26.83 $341.70 0.2% 11.4% 31.8 0.0% 64% 5 28 23.7%
Microsoft MSFT 2.65 $510.96 $1,353.79 0.9% 13.1% 29.5 0.8% 64% 98 96 8.9%
MicroStrategy Inc.* MSTR 19.22 $304.79 $5,858.64 3.9% -3.7% 612.3 0.0% 36% 0 18 1.4%
Neurocrine Bio NBIX 8.92 $136.63 $1,218.06 0.8% 12.5% 19.1 0.0% 94% 68 83 19.0%
Neogen NEOG 59.31 $6.04 $358.24 0.2% 2.9% 8.4 0.0% 4% 5 10 -1.0%
Netflix NFLX 2.09 $1,220.08 $2,544.17 1.7% 11.8% 36.7 0.6% 76% 66 99 7.6%
NICE NICE 5.18 $133.85 $692.70 0.5% 10.5% 16.3 0.0% 96% 95 98 20.9%
NVIDIA Corp. NVDA 20.93 $183.05 $3,831.32 2.6% 21.5% 22.2 0.2% 99% 74 100 8.6%
Novo Nordisk NVO 9.48 $56.93 $539.88 0.4% 10.7% 16.5 1.9% 74% 86 78 10.1%
Universal Display OLED 6.04 $137.40 $830.31 0.6% 10.0% 29.3 0.8% 96% 85 93 8.0%
Bank OZK* OZK 24.11 $48.82 $1,177.03 0.8% 2.9% 8.4 3.0% 86% 94 81 7.1%
Paychex PAYX 8.44 $125.55 $1,059.49 0.7% 8.4% 25.7 3.0% 74% 96 99 11.8%
Pfizer PFE 32.79 $24.78 $812.46 0.5% 2.7% 9.6 4.6% 21% 39 43 10.9%
PayPal PYPL 17.93 $69.81 $1,251.97 0.8% 7.1% 13.4 0.0% 54% 74 56 7.9%
Rollins Inc. ROL 24.92 $57.00 $1,420.38 0.9% 9.0% 46.2 1.0% 82% 96 99 10.3%
Raytheon Technologies RTX 12.50 $157.70 $1,971.74 1.3% 8.3% 18.0 2.2% 25% 83 65 10.6%
Starbucks SBUX 9.73 $78.46 $763.38 0.5% 6.3% 26.3 3.2% 67% 61 68 8.9%
Schwab Charles SCHW 17.72 $91.96 $1,629.63 1.1% 9.9% 20.7 1.2% 96% 72 86 10.2%
Sprouts Farmers Market SFM 23.81 $102.74 $2,446.19 1.6% 9.2% 20.7 0.6% 92% 91 99 12.5%
SoFi Technologies SOFI 145.77 $26.19 $3,817.06 2.6% 8.3% 24.0 0.0% 45% 33 30 3.4%
SPDRs S&P 500 [TSP "C"] SPY 2.33 $643.28 $1,501.17 1.0% 9.5% 27.4 1.3% 79% 75 85 7.9%
STMicroelectronics STM 21.92 $27.11 $594.13 0.4% 2.6% 21.4 1.3% 80% 27 36 13.7%
Skyworks Solutions SWKS 10.54 $69.16 $728.77 0.5% 1.4% 20.5 3.1% 85% 56 56 21.3%
Sysco Corp. SYY 13.86 $78.45 $1,087.32 0.7% 3.8% 15.0 2.3% 58% 89 87 5.4%
Truist Financial TFC 31.48 $42.31 $1,331.97 0.9% 2.6% 11.1 4.5% 96% 81 81 10.7%
Target TGT 7.61 $85.53 $650.62 0.4% 2.3% 13.8 2.8% 73% 69 59 17.0%
Tractor Supply TSCO 5.05 $54.24 $273.68 0.2% 6.8% 22.0 1.7% 84% 91 89 9.5%
Tesla TSLA 4.25 $413.49 $1,756.17 1.2% 16.3% 68.0 0.0% 93% 34 92 0.4%
Texas Roadhouse TXRH 8.88 $163.33 $1,450.40 1.0% 11.8% 24.0 1.6% 70% 86 89 16.6%
Ulta Beauty ULTA 2.41 $549.28 $1,324.46 0.9% 8.0% 20.5 0.0% 78% 36 67 8.1%
U.S. Lime & Minerals* USLM 22.41 $120.13 $2,692.29 1.8% 18.9% 24.3 0.3% 96% 60 99 7.7%
Visa Inc. V 3.93 $343.65 $1,350.45 0.9% 10.8% 25.2 0.7% 76% 99 99 7.1%
Veeva Systems VEEV 5.66 $286.59 $1,623.19 1.1% 12.3% 27.2 0.0% 86% 79 97 2.5%
Vicor VICR 26.50 $48.56 $1,286.70 0.9% 10.2% 35.6 0.0% 84% 37 79 6.3%
Vertex Pharma VRTX 2.83 $407.79 $1,155.08 0.8% 9.8% 26.4 0.0% 99% 35 71 9.8%
Verizon VZ 26.80 $39.85 $1,067.79 0.7% 1.7% 10.0 4.7% 55% 98 74 10.6%
Western Alliance* WAL 20.41 $74.93 $1,529.18 1.0% 12.0% 11.6 2.5% 45% 38 66 17.9%
Wal-Mart WMT 19.22 $101.84 $1,957.71 1.3% 4.7% 29.2 1.1% 93% 87 80 4.6%
Exxon Mobil XOM 9.56 $110.73 $1,058.91 0.7% 3.0% 17.1 3.6% 96% 43 57 10.4%
XPEL XPEL 21.38 $33.89 $724.45 0.5% 9.9% 14.8 0.0% 77% 85 99 8.7%
YETI YETI 23.78 $32.11 $763.61 0.5% 6.0% 14.9 0.0% 75% 60 70 12.1%
ZTO Express* ZTO 44.57 $18.55 $826.83 0.6% 13.9% 12.7 3.0% 65% 80 96 20.6%


MIPAR 9.4%  
Sweet Spot 14.4% - 19.4%  
Portfolio Averages
PAR 9.7%
Quality 71.7
Growth 9.2%
P/E Ratio 45.3
Yield 1.0%
Fin Strength 66%
EPS Stability 59