Public Dashboard: Moore, Diane

07/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
APU 1051.53
ATW 1823.49
BEAV 846.60
CRR 1545.60
FB 666.76
N/A MR 1874.77 $27.94 $52,380.96 2.9%
PCLN 49.36
SWI 1039.29
Averages $1,826,849.26 8.7% 25.5 1.3% 79% 72 85.8 5.4%
AFLAC AFL 881.37 $105.46 $92,949.07 5.1% 4.3% 11.3 2.8% 92% 88 95 9.4%
Balchem BCPC 946.61 $159.20 $150,700.47 8.2% 5.6% 40.0 0.5% 80% 86 93 8.4%
Copa Holdings CPA 482.30 $109.97 $53,038.53 2.9% 6.0% 10.9 5.6% 41% 22 60 17.9%
Cognizant Technology CTSH 920.64 $78.03 $71,837.62 3.9% 4.3% 16.7 1.3% 71% 89 77 10.0%
Fastenal FAST 1144.43 $42.00 $48,065.93 2.6% 4.4% 24.4 2.2% 92% 99 97 3.4%
Fossil* FOSL 508.13 $1.48 $752.03 0.0% 18.8% 5.4 0.0% 5% 7 18 12.6%
General Electric GE 2136.75 $257.39 $549,978.60 30.1% 8.5% 22.3 1.0% 72% 53 80 -2.7%
Helmerich & Payne HP 819.00 $15.16 $12,416.04 0.7% 12.4% 13.7 2.3% 32% 20 62 34.7%
Microchip Technology MCHP 1151.01 $70.37 $80,996.78 4.4% 1.5% 18.0 2.2% 73% 67 64 -3.6%
Microsoft MSFT 1244.09 $497.41 $618,823.30 33.9% 12.7% 31.5 0.8% 85% 91 97 9.4%
Proto Labs PRLB 783.33 $40.04 $31,364.57 1.7% 3.0% 32.6 0.0% 62% 27 37 6.0%
Price T. Rowe TROW 658.50 $96.50 $63,545.35 3.5% 7.1% 11.9 3.8% 99% 51 78 14.8%


MIPAR 9.1%  
Sweet Spot 14.1% - 19.1%  
Portfolio Averages
PAR 5.4%
Quality 85.8
Growth 8.7%
P/E Ratio 25.5
Yield 1.3%
Fin Strength 79%
EPS Stability 72