Public Dashboard: # 2021 KEYSTONE STRATEGIES STOCK PICKS

04/30/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
ATVI 12.80
BEAT 18.54
EBIX 28.22
EDU 59.33
FB 3.60
FLIR 25.56
INS 25.28
SBNY 8.68
SPWR 43.18
SQ 4.71
SRCL 13.89
TCF 28.28
VMW 7.04
WORK 24.59
ZNGA 121.51
Averages $137,784.90 8.8% 44.8 1.0% 65% 61 70.3 10.5%
Apple AAPL 8.58 $210.14 $1,802.38 1.3% 6.4% 24.4 0.4% 95% 95 98 7.5%
ACM Research* ACMR 11.94 $20.80 $248.45 0.2% 22.0% 12.4 0.0% 71% 73 79 24.5%
Adobe Systems ADBE 2.10 $370.98 $777.69 0.6% 12.5% 23.9 0.0% 99% 89 95 11.0%
Align Technology ALGN 2.08 $177.75 $369.32 0.3% 7.2% 24.1 0.0% 85% 75 88 16.0%
Amazon.com AMZN 0.31 $187.39 $58.64 0.0% 12.0% 35.6 0.0% 90% 58 77 13.8%
Appian* APPN 5.16 $31.05 $160.16 0.1% 19.1% 50.0 0.5% 42% 12 11 21.3%
Axos Financial AX 28.65 $63.94 $1,832.09 1.3% 12.6% 9.7 0.0% 44% 99 97 16.6%
AstraZeneca AZN 19.01 $71.71 $1,363.05 1.0% 8.4% 17.1 1.8% 62% 90 97 11.6%
Boeing BA 4.62 $182.30 $842.03 0.6% 8.4% 17.7 1.0% 7% 14 21 1.5%
Alibaba BABA 3.80 $118.37 $449.46 0.3% 6.0% 16.2 0.0% 96% 46 82 13.8%
Brink's Co., The BCO 14.49 $89.73 $1,300.43 0.9% 6.1% 15.7 0.8% 27% 89 61 15.0%
Big 5 Sporting* BGFV 98.33 $0.91 $89.33 0.1% -2.1% 7.0 4.0% 14% 12 2 41.2%
BJ's Wholesale Club BJ 24.07 $116.46 $2,803.56 2.0% 5.9% 20.4 0.0% 48% 80 62 6.7%
BP plc BP 47.39 $29.13 $1,380.57 1.0% 7.5% 10.8 2.9% 17% 27 28 18.7%
Beyond Meat BYND 7.03 $2.51 $17.65 0.0% 11.1% 135.1 0.0% 3% 0 12 21.7%
Pathward Financial* [Meta*] CASH 28.64 $80.14 $2,294.96 1.7% 11.2% 14.4 0.5% 78% 49 91 13.8%
CBOE Global Markets CBOE 10.90 $217.05 $2,366.70 1.7% 0.2% 24.2 1.2% 83% 44 43 2.3%
Cameco (CCJ) CCO-TO 75.59 $62.62 $4,733.18 3.4% 14.7% 25.9 0.4% 60% 48 92 11.6%
Core Molding Technologies* CMT 87.26 $15.09 $1,316.75 1.0% 6.6% 15.2 0.0% 36% 19 26 7.9%
Centene CNC 16.22 $59.26 $961.23 0.7% 6.5% 9.0 0.0% 57% 94 68 13.9%
Costco Wholesale COST 2.57 $978.54 $2,519.48 1.8% 8.2% 43.6 0.6% 97% 91 87 5.5%
Salesforce.com CRM 4.04 $267.76 $1,081.29 0.8% 9.3% 41.2 0.5% 98% 42 69 9.4%
Crocs CROX 16.82 $96.23 $1,618.40 1.2% 5.1% 10.0 0.0% 39% 38 59 12.5%
Crispr Therapeutics* CRSP 8.23 $37.88 $311.64 0.2% 44.9% 47.2 0.0% 43% 2 25 16.2%
CrowdStrike CRWD 6.63 $423.08 $2,805.01 2.0% 24.3% 80.2 0.0% 62% 25 65 3.0%
CoStar Group CSGP 11.31 $81.74 $924.26 0.7% 10.5% 28.8 0.0% 51% 67 90 -0.9%
Cintas Corp. CTAS 2.77 $208.28 $576.81 0.4% 8.7% 32.8 1.2% 98% 81 99 5.3%
CVS Health CVS 14.73 $65.03 $958.16 0.7% 5.4% 7.8 4.8% 36% 52 38 8.6%
Chevron Corp CVX 10.95 $139.30 $1,525.57 1.1% 3.4% 16.8 3.3% 100% 42 64 17.3%
Delta Airlines DAL 24.35 $41.96 $1,021.92 0.7% 3.5% 7.3 1.8% 10% 19 20 14.0%
Datadog* DDOG 10.37 $102.31 $1,061.09 0.8% 18.8% 38.9 0.0% 76% 79 87 8.6%
Horton, DR DHI 13.16 $125.17 $1,647.41 1.2% 7.2% 11.0 1.1% 97% 72 87 16.0%
Danaher DHR 4.61 $198.93 $917.66 0.7% 5.8% 35.7 0.5% 99% 80 84 11.0%
Disney (Walt) DIS 6.80 $90.16 $612.79 0.4% 6.6% 21.4 1.9% 47% 30 49 16.4%
DraftKings DKNG 18.96 $33.22 $629.76 0.5% 16.9% 22.5 0.0% 25% 23 43 17.6%
DocuSign DOCU 4.41 $82.03 $361.57 0.3% 12.0% 53.6 0.0% 47% 17 24 7.1%
Emergent BioSolutions EBS 12.07 $5.45 $65.80 0.0% 1.3% 24.1 0.0% 4% 3 4 16.2%
eHealth* EHTH 12.33 $6.09 $75.09 0.1% 13.1% 26.0 0.0% 14% 5 18 33.3%
Employers Holdings* EIG 31.34 $49.23 $1,542.78 1.1% 3.2% 10.9 2.5% 87% 69 66 6.9%
EPAM Systems EPAM 3.10 $158.89 $492.94 0.4% 5.7% 20.9 0.0% 96% 92 89 13.4%
Enterprise Products LP EPD 50.18 $30.79 $1,544.91 1.1% 6.3% 12.5 6.5% 54% 91 78 14.7%
Edwards Lifesciences EW 11.73 $76.28 $894.68 0.6% 5.3% 27.0 0.0% 96% 99 96 5.2%
Exact Sciences EXAS 8.46 $45.59 $385.73 0.3% 7.9% 46.3 0.0% 58% 6 26 2.4%
Diamondback FANG 22.98 $137.82 $3,166.82 2.3% 10.8% 16.9 2.1% 40% 13 74 25.7%
FactSet Research FDS 3.00 $422.90 $1,267.08 0.9% 8.1% 24.8 0.8% 97% 92 89 9.9%
First Financial Bankshares* FFIN 29.23 $33.49 $978.95 0.7% 4.6% 23.5 2.0% 97% 87 87 7.2%
FormFactor FORM 24.07 $28.54 $686.88 0.5% 5.2% 25.0 0.0% 67% 67 60 14.5%
Fastly FSLY 11.86 $5.85 $69.40 0.1% 9.6% 27.0 0.0% 50% 11 33 23.2%
Foster (LB)* FSTR 68.26 $20.25 $1,382.25 1.0% 2.1% 14.2 0.0% 29% 24 9 14.0%
Fiverr International* FVRR 4.86 $26.42 $128.44 0.1% 9.2% 18.1 0.0% 41% 13 21 10.2%
Gilead Sciences GILD 16.66 $104.21 $1,735.97 1.3% 1.3% 18.8 2.7% 67% 50 62 8.0%
Corning GLW 26.96 $44.10 $1,189.00 0.9% 5.1% 19.7 3.0% 83% 59 91 8.2%
Barrick Gold GOLD 44.07 $18.90 $832.97 0.6% 6.0% 20.5 2.1% 75% 65 64 18.5%
Goldman Sachs GS 4.25 $548.92 $2,331.86 1.7% 10.2% 13.0 2.8% 92% 68 77 9.5%
Hannon Armstrong Sustainable* HASI 18.31 $25.47 $466.31 0.3% 7.6% 16.2 4.0% 67% 45 62 8.8%
Huntington Bancs HBAN 84.92 $14.58 $1,238.12 0.9% 5.3% 10.3 2.5% 87% 87 93 11.3%
Honeywell HON 4.78 $211.49 $1,009.93 0.7% 4.8% 18.1 2.1% 99% 98 95 7.8%
Hubspot HUBS 2.52 $612.43 $1,543.31 1.1% 12.8% 1868.7 0.0% 33% 2 16 5.5%
Installed Building Products IBP 9.91 $167.84 $1,663.43 1.2% 5.1% 19.8 0.5% 69% 61 61 9.1%
IDEXX Labs IDXX 2.20 $433.99 $955.44 0.7% 8.5% 36.2 0.0% 89% 84 90 8.1%
Illumina ILMN 3.15 $77.22 $243.57 0.2% 3.6% 25.8 0.0% 85% 47 58 13.1%
Intel INTC 21.07 $20.34 $428.66 0.3% 6.5% 11.1 0.0% 70% 34 51 14.2%
JD.com* JD 11.18 $32.88 $367.74 0.3% 10.4% 9.0 0.0% 50% 70 50 28.5%
KORU Medical [Repro Med]* KRMD 219.78 $2.62 $575.82 0.4% 14.9% 60.0 0.0% 40% 8 24 6.0%
Key Tronic* KTCC 126.74 $2.46 $311.79 0.2% 6.1% 11.6 0.0% 1% 36 9 25.1%
LGI Homes LGIH 8.96 $54.64 $489.65 0.4% 4.9% 10.5 0.0% 19% 58 38 13.5%
Lockheed Martin LMT 2.67 $476.29 $1,272.35 0.9% 5.0% 14.3 2.0% 66% 85 71 10.3%
Malibu Boats MBUU 16.93 $28.65 $485.10 0.4% 5.4% 14.8 0.0% 49% 57 54 25.2%
McKesson MCK 5.56 $699.73 $3,887.39 2.8% 6.3% 16.0 0.6% 70% 90 74 4.4%
Medifast MED 4.85 $12.58 $60.96 0.0% 18.2% 15.9 0.0% 66% 17 57 35.9%
M/I Homes* MHO 21.63 $105.23 $2,275.74 1.7% 7.6% 8.0 0.0% 48% 55 53 14.9%
Mitek Systems* MITK 84.46 $8.37 $706.93 0.5% 15.0% 18.0 0.0% 33% 15 25 10.5%
Mercury Systems MRCY 14.11 $50.16 $707.87 0.5% 2.4% 23.7 0.0% 24% 41 30 -0.5%
Merck MRK 12.52 $83.19 $1,041.70 0.8% 5.9% 9.9 2.7% 96% 81 99 11.1%
Moderna MRNA 7.87 $27.82 $219.00 0.2% 13.0% 17.1 0.0% 70% 7 35 18.3%
Microsoft MSFT 4.65 $394.04 $1,830.79 1.3% 14.2% 27.4 0.8% 88% 90 98 11.8%
Meritage Homes MTH 10.83 $66.96 $725.46 0.5% 3.1% 11.4 1.8% 54% 46 46 34.2%
NextEra Energy NEE 13.31 $66.19 $881.01 0.6% 6.3% 21.6 3.0% 73% 93 99 8.1%
Cloudfare NET 13.32 $122.23 $1,628.00 1.2% 27.7% 102.5 0.0% 69% 13 53 3.8%
ServiceNow NOW 1.90 $937.41 $1,777.15 1.3% 17.2% 55.6 0.0% 98% 37 85 8.6%
NVIDIA Corp. NVDA 7.54 $109.02 $822.09 0.6% 16.6% 26.5 0.2% 99% 66 99 14.2%
NV5 Global NVEE 13.32 $17.76 $236.64 0.2% 10.3% 29.2 0.0% 58% 57 69 17.5%
Nexstar Media NXST 9.35 $152.37 $1,424.02 1.0% 7.7% 5.4 3.1% 42% 51 56 13.0%
Universal Display OLED 4.46 $126.55 $564.15 0.4% 10.2% 30.0 0.8% 87% 94 94 10.2%
Ollie's Bargain OLLI 10.93 $105.50 $1,153.01 0.8% 10.3% 31.4 0.0% 84% 89 98 10.8%
Paycom Software PAYC 2.40 $226.49 $543.44 0.4% 10.6% 21.0 0.5% 73% 96 92 7.4%
Pfizer PFE 26.86 $23.79 $639.00 0.5% 2.8% 10.0 4.2% 91% 58 81 13.5%
Procter & Gamble PG 7.21 $162.26 $1,170.62 0.8% 2.7% 24.7 2.3% 99% 99 92 6.4%
Pinterest PINS 14.34 $26.17 $375.36 0.3% 16.8% 28.5 0.0% 74% 31 60 9.1%
Peloton Interactive PTON 9.18 $6.60 $60.56 0.0% -1.3% 28.8 0.0% 2% 5 5 15.7%
Phillips Van Heusen PVH 11.92 $69.87 $833.07 0.6% 2.9% 7.8 0.2% 58% 62 47 11.9%
PayPal PYPL 4.73 $66.32 $313.73 0.2% 7.2% 15.3 0.0% 82% 83 73 10.0%
Royal Caribbean RCL 12.27 $216.31 $2,654.76 1.9% 9.5% 13.3 0.7% 13% 7 67 11.0%
Redfin* RDFN 20.51 $9.42 $193.19 0.1% 2.7% 32.4 0.0% 34% 16 7 -0.5%
Royal Gold RGLD 9.09 $180.38 $1,640.27 1.2% 10.8% 31.6 0.9% 80% 70 98 11.8%
Robo Global Robotics & Automation ROBO 17.74 $50.84 $901.90 0.7% 9.6% 31.8 0.3% 58% 57 69 8.2%
EchoStar SATS 40.47 $22.68 $917.85 0.7% 0.9% 30.9 0.0% 24% 8 7 10.0%
SolarEdge Technologies SEDG 3.47 $12.84 $44.55 0.0% -4.9% 22.5 0.0% 22% 14 4 -2.2%
Sprouts Farmers Market SFM 48.57 $169.76 $8,244.78 6.0% 8.7% 38.4 0.4% 65% 73 88 4.2%
Sirius XM SIRI 152.67 $21.77 $3,323.66 2.4% 2.8% 14.0 2.5% 11% 58 28 21.4%
Silgan Holdings SLGN 29.30 $52.45 $1,536.77 1.1% 5.0% 14.8 0.8% 51% 79 74 9.9%
Simulations Plus* SLP 17.86 $35.06 $626.07 0.5% 16.3% 23.1 0.6% 81% 72 84 2.4%
Snap SNAP 21.72 $9.09 $197.48 0.1% 8.9% 19.9 0.0% 42% 18 33 19.1%
SPDRs S&P 500 [TSP "C"] SPY 2.75 $580.49 $1,596.20 1.2% 10.0% 26.8 1.3% 85% 74 86 9.0%
Tencent* TCEHY 13.17 $60.97 $802.76 0.6% 8.5% 25.3 0.7% 80% 81 78 11.0%
Teladoc TDOC 5.09 $7.33 $37.31 0.0% 3.1% 24.8 0.0% 43% 12 13 9.9%
Toronto-Dominion TD-TO 14.10 $86.68 $1,222.57 0.9% 3.7% 10.9 4.8% 97% 84 83 10.0%
Target TGT 5.56 $96.91 $539.08 0.4% 3.0% 11.1 2.6% 51% 80 59 12.0%
Treehouse Foods THS 24.99 $22.37 $558.97 0.4% 2.5% 17.4 0.0% 17% 69 27 17.9%
Titan Machinery* TITN 53.16 $16.86 $896.33 0.7% 3.4% 6.0 0.0% 16% 38 14 14.5%
LendingTree* TREE 3.85 $53.02 $204.34 0.1% 2.2% 12.0 0.0% 20% 13 7 -7.5%
Tesla TSLA 1.71 $292.03 $498.55 0.4% 19.9% 55.6 0.0% 90% 22 87 7.9%
Taiwan Semi TSM 10.13 $164.48 $1,665.79 1.2% 11.6% 16.8 1.0% 100% 91 99 15.6%
The Trade Desk TTD 11.45 $54.67 $626.16 0.5% 19.9% 29.0 0.0% 82% 60 90 7.8%
Ulta Beauty ULTA 3.56 $390.25 $1,387.36 1.0% 8.0% 15.9 0.0% 70% 69 77 9.0%
UnitedHealth Group UNH 2.96 $420.00 $1,242.82 0.9% 9.4% 18.0 1.8% 75% 98 96 18.3%
United Parcel Service UPS 5.92 $97.09 $574.87 0.4% 1.7% 13.8 4.1% 79% 87 81 14.5%
Visa Inc. V 4.74 $341.52 $1,618.58 1.2% 11.5% 27.0 0.8% 99% 100 100 8.3%
Veeva Systems VEEV 3.62 $225.77 $816.68 0.6% 12.8% 32.1 0.0% 96% 86 99 7.6%
Vipshop* VIPS 38.46 $13.72 $527.69 0.4% -0.1% 9.5 0.0% 85% 56 49 12.6%
Vertex Pharma VRTX 4.41 $496.49 $2,189.98 1.6% 9.6% 25.6 0.0% 95% 47 72 5.2%
Wayfair W 3.84 $31.18 $119.61 0.1% 9.1% 36.0 0.0% 16% 6 11 23.7%
Wal-Mart WMT 6.60 $95.22 $628.10 0.5% 4.7% 29.2 1.1% 77% 97 76 6.0%
Zebra Technologies ZBRA 2.65 $256.05 $679.18 0.5% 4.2% 23.3 0.0% 47% 70 59 7.8%
Zoom Video Comunications ZM 2.12 $76.16 $161.49 0.1% 3.5% 26.0 0.0% 76% 42 67 4.7%
Zscaler ZS 6.68 $219.86 $1,468.28 1.1% 19.1% 36.0 0.0% 62% 31 66 3.0%


MIPAR 10.8%  
Sweet Spot 15.8% - 20.8%  
Portfolio Averages
PAR 10.5%
Quality 70.3
Growth 8.8%
P/E Ratio 44.8
Yield 1.0%
Fin Strength 65%
EPS Stability 61