Public Dashboard: # 2024 KEYSTONE STRATEGY STOCK PICKS

06/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $140,965.59 9.8% 42.0 1.0% 74% 64 76.5 9.0%
Apple AAPL 5.26 $196.45 $1,034.11 0.7% 6.3% 23.6 0.4% 95% 95 98 8.5%
Adobe Systems ADBE 1.61 $391.68 $632.32 0.4% 11.4% 23.5 0.0% 95% 76 92 9.1%
Addus Homecare* ADUS 11.24 $112.80 $1,268.13 0.9% 15.7% 22.9 0.0% 64% 59 80 14.1%
Akamai Technologies AKAM 8.80 $77.03 $677.78 0.5% 4.1% 28.2 0.0% 90% 64 64 14.5%
Advanced Micro Dev AMD 8.18 $116.16 $949.72 0.7% 13.4% 19.0 0.0% 96% 63 89 8.1%
American Tower AMT 5.02 $214.80 $1,077.66 0.8% 12.6% 39.2 3.0% 78% 43 97 6.3%
Amazon.com AMZN 6.81 $212.10 $1,445.41 1.0% 11.2% 39.2 0.0% 92% 48 73 11.6%
Ardelyx* ARDX 228.31 $3.60 $821.92 0.6% 25.2% 11.3 0.0% 32% 25 43 34.6%
ASML ASML 1.45 $761.00 $1,101.02 0.8% 14.1% 21.8 1.0% 99% 96 98 11.7%
Autozone AZO 0.37 $3,642.60 $1,357.80 1.0% 6.0% 19.9 0.0% 43% 96 82 5.0%
Boeing BA 4.55 $200.32 $910.55 0.6% 8.3% 26.9 1.0% 7% 14 22 8.7%
Bank of America BAC 33.64 $44.09 $1,483.01 1.1% 7.0% 11.9 2.4% 92% 89 88 10.2%
Cardinal Health CAH 9.41 $161.41 $1,518.87 1.1% 8.4% 17.7 1.5% 35% 64 51 2.8%
Caterpillar Inc. CAT 4.04 $357.05 $1,443.44 1.0% 5.5% 17.0 1.5% 96% 78 95 8.2%
ChargePoint* CHPT 484.26 $0.71 $345.91 0.2% 9.7% 4.5 0.0% 12% 5 35 8.8%
Clearfield CLFD 37.65 $38.01 $1,431.10 1.0% 4.8% 25.0 0.0% 64% 42 57 4.0%
Comcast (A) CMCSA 23.49 $35.01 $822.22 0.6% 1.3% 8.5 1.9% 55% 94 67 10.3%
CNH Industrial CNH 97.75 $12.57 $1,228.74 0.9% 2.2% 12.1 2.0% 37% 54 44 10.4%
Coinbase Global* COIN 8.66 $242.71 $2,100.66 1.5% 20.2% 25.8 0.0% 84% 16 73 11.8%
Costco Wholesale COST 1.69 $990.21 $1,674.46 1.2% 8.2% 44.1 0.6% 96% 91 87 5.5%
Canadian Pacific Rail CP 13.85 $80.42 $1,114.00 0.8% 4.9% 21.8 0.9% 80% 93 93 6.2%
Corpay [FleetCor Tech] CPAY 4.27 $323.25 $1,381.35 1.0% 10.4% 15.8 0.0% 52% 98 97 13.1%
Campbell Soup CPB 24.30 $32.79 $796.84 0.6% 3.8% 14.5 2.9% 61% 97 74 16.8%
CrowdStrike CRWD 4.75 $480.62 $2,281.50 1.6% 19.2% 47.3 0.0% 64% 31 70 -3.8%
Cintas Corp. CTAS 1.80 $221.98 $400.04 0.3% 8.5% 35.2 1.2% 98% 81 99 5.3%
Cognizant Technology CTSH 14.05 $78.95 $1,109.32 0.8% 4.3% 16.7 1.3% 71% 89 77 9.7%
Darling Ingredients DAR 23.09 $36.01 $831.64 0.6% 5.0% 13.5 0.0% 23% 49 42 12.4%
Designer Brands DBI 93.02 $2.22 $206.51 0.1% 3.1% 4.5 3.3% 4% 10 7 18.7%
Dollar General DG 7.99 $111.68 $892.16 0.6% 4.1% 13.0 1.7% 50% 42 42 2.7%
Horton, DR DHI 7.84 $123.08 $965.48 0.7% 6.7% 10.9 1.1% 98% 71 86 14.7%
Dlocal* DLO 57.37 $9.81 $562.82 0.4% 25.0% 21.1 0.0% 77% 49 67 20.2%
Dorman Products DORM 13.71 $124.55 $1,707.33 1.2% 9.6% 18.3 0.0% 75% 85 96 15.7%
Domino's Pizza DPZ 2.70 $452.15 $1,222.75 0.9% 5.2% 24.6 1.1% 49% 98 81 9.9%
Devon Energy DVN 22.05 $35.11 $774.20 0.5% 3.6% 13.4 1.9% 42% 39 38 19.8%
Dexcom DXCM 8.85 $81.99 $725.90 0.5% 25.6% 25.5 0.0% 90% 47 90 13.1%
e.l.f. Beauty ELF 8.74 $125.26 $1,095.12 0.8% 14.5% 22.1 0.0% 86% 78 98 1.5%
Etsy ETSY 13.92 $55.99 $779.59 0.6% 8.0% 21.4 0.0% 48% 40 47 7.3%
Edwards Lifesciences EW 14.73 $75.15 $1,106.77 0.8% 5.6% 27.6 0.0% 95% 99 96 4.5%
EXLService EXLS 35.40 $47.25 $1,672.57 1.2% 13.0% 28.3 0.0% 83% 73 89 9.1%
Diamondback FANG 6.47 $154.91 $1,001.81 0.7% 17.3% 12.7 2.1% 44% 15 76 27.3%
Fastenal FAST 16.40 $42.17 $691.77 0.5% 4.4% 24.4 2.2% 92% 99 97 3.3%
Five Below FIVE 5.24 $121.83 $637.86 0.5% 10.3% 21.9 0.0% 59% 53 65 2.2%
Fox Factory FOXF 16.07 $26.05 $418.61 0.3% 4.1% 18.6 0.0% 21% 26 17 9.3%
First Merchants* FRME 32.22 $35.98 $1,159.15 0.8% 2.5% 9.9 3.0% 78% 75 60 5.2%
First Solar, Inc. FSLR 6.48 $175.20 $1,134.86 0.8% 15.7% 14.2 1.4% 73% 44 96 21.7%
Fortinet FTNT 18.72 $100.83 $1,887.14 1.3% 17.0% 38.5 0.0% 89% 56 86 8.7%
Forward Air FWRD 15.38 $20.21 $310.88 0.2% 4.0% 20.0 2.1% 4% 11 9 17.5%
Genpact G 29.75 $42.92 $1,277.00 0.9% 6.3% 12.9 1.4% 82% 99 89 13.1%
GE Healthcare GEHC 13.57 $72.25 $980.19 0.7% 5.0% 18.1 0.2% 66% 92 65 9.7%
Globus Medical GMED 21.59 $58.90 $1,271.59 0.9% 7.6% 20.7 0.0% 90% 65 84 13.6%
Generac GNRC 8.87 $124.72 $1,105.67 0.8% 6.7% 17.9 1.3% 61% 67 67 11.6%
Alphabet (Google) GOOG 7.23 $175.88 $1,272.46 0.9% 10.7% 24.8 0.4% 96% 89 91 12.3%
Alphabet (Google) GOOGL 7.32 $174.67 $1,277.86 0.9% 10.7% 24.8 0.4% 96% 89 91 12.5%
Green Brick Partners* GRBK 20.92 $59.48 $1,244.09 0.9% 9.0% 9.5 0.0% 75% 59 78 14.3%
Goodyear Tire GT 70.92 $10.94 $775.89 0.6% 3.8% 7.2 0.0% 18% 35 20 8.7%
Helios Technologies HLIO 25.28 $32.70 $826.80 0.6% 3.0% 14.5 0.4% 64% 64 60 11.2%
Intl Business Machines IBM 6.44 $277.22 $1,786.44 1.3% 3.8% 20.1 4.5% 94% 95 91 3.7%
Independent Bank MA* INDB 17.96 $63.45 $1,139.34 0.8% 8.6% 13.0 3.0% 86% 55 78 12.1%
InMode* INMD 43.63 $13.36 $582.90 0.4% 2.9% 17.7 0.0% 84% 67 73 24.2%
Samsara* IOT 37.33 $39.21 $1,463.61 1.0% 45.9% 45.0 0.0% 51% 4 46 16.7%
Inter Parfums IPAR 8.08 $136.06 $1,099.21 0.8% 6.5% 23.8 2.5% 89% 77 85 8.8%
Kohl's KSS 43.20 $8.12 $350.76 0.2% -2.3% 7.9 5.3% 5% 10 2 9.4%
Lilly Eli LLY 1.66 $819.36 $1,363.10 1.0% 16.5% 23.8 1.0% 100% 78 100 6.1%
Lockheed Martin LMT 2.21 $486.45 $1,076.19 0.8% 5.1% 14.1 2.1% 63% 85 70 10.0%
Cheniere Energy LNG 5.58 $238.34 $1,329.95 0.9% 6.4% 23.1 1.0% 23% 26 47 14.6%
LPL Financial LPLA 4.37 $374.08 $1,634.61 1.2% 25.0% 29.7 0.4% 86% 32 77 11.3%
Lululemon Athletica LULU 2.32 $239.11 $553.80 0.4% 6.9% 20.8 0.0% 76% 97 97 14.8%
Southwest Airlines LUV 40.21 $31.73 $1,275.83 0.9% 5.3% 15.0 2.6% 49% 10 28 8.8%
Mastercard MA 2.42 $562.03 $1,362.50 1.0% 11.9% 25.2 0.7% 99% 100 100 5.2%
Microchip Technology MCHP 12.01 $65.73 $789.45 0.6% 1.5% 18.0 2.2% 73% 67 64 -2.3%
Meta Platforms [Facebook] META 2.96 $682.87 $2,018.95 1.4% 14.4% 22.7 0.4% 99% 80 98 8.5%
MarketAxess MKTX 4.32 $225.25 $973.42 0.7% 7.3% 27.6 1.0% 98% 85 86 6.9%
Moncler* MONRY 17.76 $58.30 $1,035.52 0.7% 16.1% 20.0 2.0% 61% 93 94 14.2%
Merck MRK 9.82 $81.71 $802.10 0.6% 5.8% 9.9 2.7% 96% 81 99 11.4%
Moderna MRNA 12.74 $26.67 $339.66 0.2% 10.8% 18.5 0.0% 38% 6 21 17.4%
Microsoft MSFT 2.65 $474.96 $1,258.41 0.9% 12.7% 31.5 0.8% 85% 91 97 10.4%
MicroStrategy Inc.* MSTR 19.22 $382.87 $7,359.49 5.2% 1.4% 379.5 0.0% 62% 4 37 -6.7%
Neurocrine Bio NBIX 8.92 $124.39 $1,108.94 0.8% 12.3% 12.7 0.0% 84% 65 75 9.1%
Neogen NEOG 59.31 $5.53 $328.00 0.2% 3.7% 11.2 0.0% 13% 48 26 7.8%
Netflix NFLX 2.09 $1,212.15 $2,527.63 1.8% 11.6% 47.2 0.7% 89% 58 99 11.8%
NICE NICE 5.18 $165.68 $857.42 0.6% 10.4% 19.2 0.0% 96% 93 96 18.9%
NVIDIA Corp. NVDA 20.93 $141.97 $2,971.58 2.1% 16.8% 27.6 0.2% 99% 66 99 10.4%
NV5 Global NVEE 10.15 $22.92 $232.67 0.2% 10.3% 28.0 0.0% 56% 57 68 11.2%
Novo Nordisk NVO 9.48 $79.83 $757.04 0.5% 13.0% 19.9 1.7% 97% 98 89 6.5%
Universal Display OLED 6.04 $153.52 $927.73 0.7% 10.2% 31.4 0.8% 86% 94 94 7.0%
Bank OZK* OZK 24.11 $44.68 $1,077.15 0.8% 8.1% 8.3 3.0% 86% 84 94 13.7%
Paychex PAYX 8.44 $153.22 $1,293.00 0.9% 7.3% 26.5 3.0% 89% 96 99 7.5%
Pfizer PFE 32.79 $24.54 $804.59 0.6% 2.8% 10.0 4.2% 90% 57 80 12.9%
PayPal PYPL 17.93 $70.83 $1,270.27 0.9% 7.1% 13.1 0.0% 88% 85 76 6.8%
Rollins Inc. ROL 24.92 $56.88 $1,417.39 1.0% 9.0% 44.5 1.1% 82% 94 99 8.6%
Raytheon Technologies RTX 12.50 $145.69 $1,821.58 1.3% 7.9% 18.0 2.2% 56% 94 78 8.3%
Starbucks SBUX 9.73 $93.26 $907.37 0.6% 6.6% 23.6 3.6% 64% 66 72 8.0%
Schwab Charles SCHW 17.72 $87.36 $1,548.11 1.1% 8.9% 20.7 1.2% 92% 67 77 9.7%
Sprouts Farmers Market SFM 23.81 $157.92 $3,760.00 2.7% 8.8% 35.9 0.4% 65% 70 87 5.3%
SoFi Technologies SOFI 145.77 $14.09 $2,053.94 1.5% 19.8% 28.3 0.0% 12% 18 34 13.1%
SPDRs S&P 500 [TSP "C"] SPY 2.33 $580.49 $1,354.64 1.0% 10.0% 26.8 1.3% 85% 74 86 9.0%
STMicroelectronics STM 21.92 $29.18 $639.49 0.5% 3.0% 17.8 1.2% 97% 51 56 9.6%
Skyworks Solutions SWKS 10.54 $71.25 $750.79 0.5% 0.7% 15.6 3.6% 89% 73 67 11.3%
Sysco Corp. SYY 13.86 $74.29 $1,029.66 0.7% 4.1% 15.2 2.1% 63% 88 88 7.5%
Truist Financial TFC 31.48 $38.97 $1,226.82 0.9% 3.3% 10.8 4.5% 86% 82 78 11.7%
Target TGT 7.61 $95.37 $725.47 0.5% 3.2% 10.9 2.6% 49% 77 58 12.1%
Tractor Supply TSCO 5.05 $51.54 $260.05 0.2% 8.1% 21.6 1.5% 97% 95 93 10.6%
Tesla TSLA 4.25 $325.31 $1,381.65 1.0% 17.2% 66.1 0.0% 81% 24 83 6.6%
Texas Roadhouse TXRH 8.88 $182.29 $1,618.77 1.1% 11.7% 23.4 1.6% 76% 82 87 12.3%
Ulta Beauty ULTA 2.41 $459.17 $1,107.18 0.8% 8.0% 17.8 0.0% 71% 69 77 7.9%
U.S. Lime & Minerals* USLM 22.41 $97.85 $2,192.96 1.6% 18.9% 22.1 0.3% 88% 72 99 10.5%
Visa Inc. V 3.93 $352.85 $1,386.61 1.0% 10.8% 26.9 0.7% 99% 100 100 7.2%
Veeva Systems VEEV 5.66 $282.55 $1,600.31 1.1% 12.1% 29.0 0.0% 96% 83 98 3.1%
Vicor VICR 26.50 $43.65 $1,156.60 0.8% 10.7% 36.1 0.0% 65% 45 72 8.7%
Vertex Pharma VRTX 2.83 $455.45 $1,290.08 0.9% 9.8% 27.0 0.0% 95% 47 71 7.3%
Verizon VZ 26.80 $43.01 $1,152.47 0.8% 1.7% 9.6 4.7% 70% 98 76 8.2%
Western Alliance* WAL 20.41 $71.29 $1,454.90 1.0% 10.7% 10.8 2.4% 57% 69 80 15.0%
Wal-Mart WMT 19.22 $94.44 $1,815.46 1.3% 4.7% 29.2 1.1% 82% 98 78 6.2%
Exxon Mobil XOM 9.56 $112.12 $1,072.20 0.8% 2.7% 16.4 3.6% 100% 37 57 8.4%
XPEL XPEL 21.38 $36.22 $774.26 0.5% 10.8% 16.8 0.0% 73% 91 99 13.3%
YETI YETI 23.78 $30.00 $713.44 0.5% 6.3% 13.5 0.0% 80% 75 79 15.1%
ZTO Express* ZTO 44.57 $17.45 $777.80 0.6% 14.8% 12.0 3.0% 89% 74 98 21.8%


MIPAR 9.8%  
Sweet Spot 14.8% - 19.8%  
Portfolio Averages
PAR 9.0%
Quality 76.5
Growth 9.8%
P/E Ratio 42.0
Yield 1.0%
Fin Strength 74%
EPS Stability 64