Public Dashboard: # 2024 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 10.15
Averages $149,849.65 9.3% 29.1 0.8% 68% 60 72.4 8.6%
Apple AAPL 5.26 $278.36 $1,465.28 1.0% 6.3% 28.7 0.4% 98% 38 87 5.5%
Adobe Systems ADBE 1.61 $320.12 $516.80 0.3% 11.5% 19.7 0.0% 83% 96 92 12.2%
Addus Homecare* ADUS 11.24 $120.20 $1,351.32 0.9% 12.3% 20.9 0.0% 78% 74 91 12.6%
Akamai Technologies AKAM 8.80 $89.51 $787.55 0.5% 4.1% 28.5 0.0% 93% 84 71 12.6%
Advanced Micro Dev AMD 8.18 $217.52 $1,778.43 1.2% 15.2% 26.6 0.0% 92% 80 96 8.8%
American Tower AMT 5.02 $181.27 $909.44 0.6% 12.6% 23.2 3.0% 84% 30 97 -0.5%
Amazon.com AMZN 6.81 $233.18 $1,589.07 1.1% 11.2% 34.6 0.0% 84% 39 72 12.6%
Ardelyx* ARDX 228.31 $5.80 $1,324.20 0.9% 25.6% 18.1 0.0% 5% 13 25 23.5%
ASML ASML 1.45 $1,059.92 $1,533.49 1.0% 14.0% 20.9 1.0% 84% 93 97 5.1%
Autozone AZO 0.37 $3,954.33 $1,473.99 1.0% 5.4% 19.8 0.0% 77% 63 80 3.0%
Boeing BA 4.55 $189.03 $859.23 0.6% 8.5% 33.0 0.9% 5% 12 20 17.5%
Bank of America BAC 33.64 $52.48 $1,765.22 1.2% 7.0% 12.5 2.4% 95% 92 90 8.9%
Cardinal Health CAH 9.41 $212.26 $1,997.37 1.3% 8.8% 15.9 1.0% 91% 88 85 -1.1%
Caterpillar Inc. CAT 4.04 $575.76 $2,327.62 1.6% 5.7% 16.5 1.5% 84% 73 94 3.4%
ChargePoint* CHPT 484.26 $8.19 $3,966.10 2.6% 3.0% 9.1 0.0% 14% 22 25 30.0%
Clearfield CLFD 37.65 $28.47 $1,071.91 0.7% 4.7% 26.1 0.0% 25% 23 32 16.8%
Comcast (A) CMCSA 23.49 $26.69 $626.82 0.4% 1.3% 8.4 1.9% 81% 54 60 22.7%
CNH Industrial CNH 97.75 $9.43 $921.80 0.6% -1.5% 12.6 2.0% 52% 60 39 16.2%
Coinbase Global* COIN 8.66 $273.81 $2,369.83 1.6% 20.6% 19.7 0.0% 89% 12 84 8.6%
Costco Wholesale COST 1.69 $913.44 $1,544.64 1.0% 8.2% 37.8 0.6% 94% 90 86 5.2%
Canadian Pacific Rail CP 13.85 $72.57 $1,005.26 0.7% 4.8% 20.7 0.9% 81% 72 88 8.5%
Corpay [FleetCor Tech] CPAY 4.27 $295.80 $1,264.05 0.8% 11.1% 13.2 0.0% 13% 93 89 14.8%
Campbell Soup CPB 24.30 $30.48 $740.70 0.5% 2.8% 14.2 2.9% 70% 81 65 12.5%
CrowdStrike CRWD 4.75 $509.25 $2,417.40 1.6% 16.0% 74.7 0.0% 68% 24 64 2.9%
Cintas Corp. CTAS 1.80 $186.02 $335.23 0.2% 8.6% 33.1 1.1% 89% 90 99 8.7%
Cognizant Technology CTSH 14.05 $77.72 $1,092.03 0.7% 4.9% 14.9 1.3% 70% 98 85 8.9%
Darling Ingredients DAR 23.09 $36.61 $845.38 0.6% 2.9% 16.6 0.0% 26% 30 24 8.0%
Designer Brands DBI 93.02 $4.34 $403.72 0.3% 5.7% 5.9 0.0% 2% 8 9 3.4%
Dollar General DG 7.99 $109.50 $874.74 0.6% 4.2% 14.7 1.7% 51% 43 39 6.1%
Horton, DR DHI 7.84 $159.01 $1,247.33 0.8% 5.9% 13.8 1.0% 92% 26 58 10.4%
Dlocal* DLO 57.37 $13.44 $771.08 0.5% 23.7% 18.5 0.0% 57% 64 78 20.7%
Dorman Products DORM 13.71 $132.27 $1,813.16 1.2% 10.1% 16.7 0.0% 84% 72 96 16.0%
Domino's Pizza DPZ 2.70 $419.63 $1,134.81 0.8% 5.2% 23.6 1.1% 61% 85 85 12.6%
Devon Energy DVN 22.05 $37.06 $817.20 0.5% 3.9% 21.4 2.0% 40% 31 33 30.5%
Dexcom DXCM 8.85 $63.45 $561.75 0.4% 13.9% 21.2 0.0% 81% 63 85 5.3%
e.l.f. Beauty ELF 8.74 $76.15 $665.76 0.4% 17.4% 21.7 0.0% 77% 94 98 13.9%
Etsy ETSY 13.92 $54.22 $754.94 0.5% 6.4% 19.2 0.0% 68% 71 66 4.5%
Edwards Lifesciences EW 14.73 $86.71 $1,277.03 0.9% 5.7% 28.8 0.0% 89% 86 93 5.1%
EXLService EXLS 35.40 $39.74 $1,406.73 0.9% 13.0% 23.1 0.0% 76% 96 95 11.9%
Diamondback FANG 6.47 $152.59 $986.81 0.7% 5.1% 14.0 2.1% 43% 58 68 17.1%
Fastenal FAST 16.40 $40.40 $662.73 0.4% 4.9% 28.4 1.9% 98% 80 96 9.1%
Five Below FIVE 5.24 $164.89 $863.34 0.6% 10.7% 28.0 0.0% 83% 43 72 2.3%
Fox Factory FOXF 16.07 $14.79 $237.67 0.2% 4.1% 19.4 0.0% 46% 12 20 23.7%
First Merchants* FRME 32.22 $36.84 $1,186.86 0.8% -0.7% 8.9 0.0% 40% 53 19 -2.6%
First Solar, Inc. FSLR 6.48 $272.92 $1,767.85 1.2% 15.8% 13.2 1.8% 50% 37 90 12.6%
Fortinet FTNT 18.72 $81.13 $1,518.44 1.0% 17.0% 28.4 0.0% 68% 70 84 8.2%
Forward Air FWRD 15.38 $20.38 $313.49 0.2% 4.7% 22.6 2.1% 3% 7 9 17.4%
Genpact G 29.75 $44.06 $1,310.92 0.9% 6.3% 12.3 1.5% 56% 96 82 9.6%
GE Healthcare GEHC 13.57 $79.99 $1,085.20 0.7% 5.0% 20.0 0.2% 89% 75 69 9.5%
Globus Medical GMED 21.59 $91.04 $1,965.46 1.3% 6.6% 20.0 0.0% 72% 42 69 3.7%
Generac GNRC 8.87 $151.63 $1,344.24 0.9% 7.0% 21.7 1.1% 27% 74 56 13.2%
Alphabet (Google) GOOG 7.23 $320.12 $2,316.02 1.5% 11.0% 27.3 0.4% 93% 84 92 5.8%
Alphabet (Google) GOOGL 7.32 $320.18 $2,342.38 1.6% 11.0% 26.4 0.4% 93% 84 92 5.2%
Green Brick Partners* GRBK 20.92 $67.88 $1,419.79 0.9% 11.9% 13.6 0.0% 49% 60 71 18.7%
Goodyear Tire GT 70.92 $8.66 $614.18 0.4% 3.6% 6.3 0.0% 37% 41 27 6.9%
Helios Technologies HLIO 25.28 $53.99 $1,365.11 0.9% 2.5% 16.2 0.4% 62% 58 52 -0.4%
Intl Business Machines IBM 6.44 $308.42 $1,987.47 1.3% 3.8% 20.6 2.6% 90% 84 89 1.0%
Independent Bank MA* INDB 17.96 $72.05 $1,293.77 0.9% 5.7% 9.0 0.0% 40% 46 45 -3.8%
InMode* INMD 43.63 $14.25 $621.73 0.4% 1.2% 19.4 0.0% 52% 61 57 20.2%
Samsara* IOT 37.33 $38.03 $1,419.56 0.9% 26.3% 20.0 0.0% 46% 18 62 -0.7%
Inter Parfums IPAR 8.08 $81.27 $656.57 0.4% 6.5% 20.7 2.5% 68% 96 87 16.9%
Kohl's KSS 43.20 $24.59 $1,062.20 0.7% -2.2% 25.0 2.4% 4% 23 3 5.1%
Lilly Eli LLY 1.66 $1,072.43 $1,784.11 1.2% 16.5% 19.6 1.0% 99% 56 100 0.6%
Lockheed Martin LMT 2.21 $457.86 $1,012.94 0.7% 5.1% 15.4 2.1% 52% 69 59 14.4%
Cheniere Energy LNG 5.58 $208.46 $1,163.22 0.8% 6.4% 17.8 1.0% 39% 22 50 16.4%
LPL Financial LPLA 4.37 $356.04 $1,555.78 1.0% 19.1% 17.1 0.4% 40% 26 59 0.3%
Lululemon Athletica LULU 2.32 $184.18 $426.58 0.3% 8.9% 20.6 0.0% 72% 46 77 17.6%
Southwest Airlines LUV 40.21 $34.81 $1,399.68 0.9% 5.6% 12.3 2.3% 71% 57 57 9.0%
Mastercard MA 2.42 $550.53 $1,334.62 0.9% 11.9% 24.7 0.7% 94% 89 99 9.0%
Microchip Technology MCHP 12.01 $53.58 $643.53 0.4% 0.1% 24.4 2.3% 56% 40 44 7.3%
Meta Platforms [Facebook] META 2.96 $647.95 $1,915.71 1.3% 15.4% 20.1 0.3% 99% 70 97 10.1%
MarketAxess MKTX 4.32 $163.89 $708.25 0.5% 6.9% 28.0 1.1% 81% 80 78 13.1%
Moncler* MONRY 17.76 $67.71 $1,202.66 0.8% 9.8% 21.0 0.0% 57% 90 93 4.2%
Merck MRK 9.82 $104.83 $1,029.06 0.7% 5.9% 9.8 2.8% 91% 53 96 5.7%
Moderna MRNA 12.74 $25.98 $330.87 0.2% 10.5% 3.9 0.0% 13% 4 13 -22.9%
Microsoft MSFT 2.65 $492.01 $1,303.58 0.9% 13.1% 28.3 0.7% 71% 100 97 9.4%
MicroStrategy Inc.* MSTR 19.22 $177.18 $3,405.74 2.3% 0.5% 346.7 0.0% 94% 0 49 5.8%
Neurocrine Bio NBIX 8.92 $152.16 $1,356.51 0.9% 12.0% 12.1 0.0% 72% 64 71 7.2%
Neogen NEOG 59.31 $5.98 $354.69 0.2% 2.9% 10.5 0.0% 7% 6 11 3.5%
Netflix NFLX 2.09 $107.57 $224.31 0.1% 11.9% 36.3 0.6% 76% 64 99 7.3%
NICE NICE 5.18 $106.07 $548.93 0.4% 10.5% 16.3 0.0% 95% 95 97 26.6%
NVIDIA Corp. NVDA 20.93 $176.51 $3,694.53 2.5% 21.5% 20.6 0.2% 99% 73 100 8.6%
Novo Nordisk NVO 9.48 $49.15 $466.10 0.3% 10.7% 16.3 1.9% 99% 86 86 13.6%
Universal Display OLED 6.04 $118.93 $718.70 0.5% 10.0% 29.3 0.8% 81% 85 88 11.2%
Bank OZK* OZK 24.11 $46.02 $1,109.45 0.7% 2.0% 7.1 0.0% 84% 93 74 1.8%
Paychex PAYX 8.44 $111.69 $942.53 0.6% 8.4% 25.3 3.0% 99% 96 100 14.0%
Pfizer PFE 32.79 $25.78 $845.08 0.6% 2.7% 9.4 4.6% 51% 38 57 9.8%
PayPal PYPL 17.93 $62.65 $1,123.57 0.7% 7.1% 13.2 0.0% 93% 74 73 10.5%
Rollins Inc. ROL 24.92 $61.49 $1,532.27 1.0% 9.0% 46.2 1.2% 44% 95 94 9.1%
Raytheon Technologies RTX 12.50 $174.78 $2,185.23 1.5% 8.3% 18.0 2.2% 57% 83 78 9.0%
Starbucks SBUX 9.73 $87.04 $846.86 0.6% 6.4% 26.8 3.0% 92% 33 67 7.3%
Schwab Charles SCHW 17.72 $92.70 $1,642.65 1.1% 9.9% 20.5 1.1% 95% 71 84 9.9%
Sprouts Farmers Market SFM 23.81 $83.85 $1,996.31 1.3% 9.2% 19.0 0.6% 72% 91 98 15.9%
SoFi Technologies SOFI 145.77 $29.67 $4,325.07 2.9% 8.3% 20.6 0.0% 40% 25 27 -2.2%
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 $22.99 $503.84 0.3% 2.6% 21.4 1.3% 62% 27 30 17.4%
Skyworks Solutions SWKS 10.54 $65.95 $694.94 0.5% 1.4% 19.4 3.1% 75% 32 41 21.7%
Sysco Corp. SYY 13.86 $76.20 $1,056.13 0.7% 3.8% 14.0 2.3% 49% 89 82 4.5%
Truist Financial TFC 31.48 $46.50 $1,463.88 1.0% 2.6% 11.1 4.5% 95% 80 80 8.9%
Target TGT 7.61 $91.58 $696.64 0.5% 2.3% 13.8 2.8% 50% 73 47 15.4%
Tractor Supply TSCO 5.05 $54.78 $276.40 0.2% 6.9% 22.0 1.8% 98% 91 91 9.8%
Tesla TSLA 4.25 $430.07 $1,826.59 1.2% 16.1% 74.7 0.0% 37% 34 74 2.0%
Texas Roadhouse TXRH 8.88 $175.25 $1,556.26 1.0% 11.6% 23.3 1.6% 46% 87 81 14.1%
Ulta Beauty ULTA 2.41 $538.83 $1,299.26 0.9% 8.1% 21.5 0.0% 19% 36 40 10.9%
U.S. Lime & Minerals* USLM 22.41 $121.57 $2,724.56 1.8% 18.9% 23.6 0.0% 78% 59 96 6.4%
Visa Inc. V 3.93 $334.67 $1,315.16 0.9% 10.8% 24.8 0.7% 99% 96 100 8.0%
Veeva Systems VEEV 5.66 $240.29 $1,360.95 0.9% 11.7% 25.7 0.0% 81% 77 96 4.4%
Vicor VICR 26.50 $89.35 $2,367.51 1.6% 10.2% 35.7 0.0% 46% 37 62 -5.0%
Vertex Pharma VRTX 2.83 $433.61 $1,228.22 0.8% 9.7% 25.3 0.0% 99% 35 69 8.1%
Verizon VZ 26.80 $41.11 $1,101.55 0.7% 1.7% 9.9 4.7% 94% 98 87 9.7%
Western Alliance* WAL 20.41 $81.53 $1,663.88 1.1% 12.0% 10.6 0.0% 40% 58 71 11.5%
Wal-Mart WMT 19.22 $110.51 $2,124.38 1.4% 4.8% 29.2 0.9% 75% 86 70 2.9%
Exxon Mobil XOM 9.56 $115.92 $1,108.54 0.7% 3.0% 16.7 3.6% 98% 43 57 8.9%
XPEL XPEL 21.38 $46.48 $993.59 0.7% 9.9% 15.2 0.0% 46% 85 95 3.1%
YETI YETI 23.78 $41.48 $986.44 0.7% 6.0% 15.0 0.0% 61% 66 66 6.7%
ZTO Express* ZTO 44.57 $20.65 $920.44 0.6% 13.8% 12.7 0.0% 62% 78 95 15.0%


MIPAR 8.3%  
Sweet Spot 13.3% - 18.3%  
Portfolio Averages
PAR 8.6%
Quality 72.4
Growth 9.3%
P/E Ratio 29.1
Yield 0.8%
Fin Strength 68%
EPS Stability 60