Public Dashboard: Moore, Diane

09/16/2025
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 2.7%
PCLN 49.36
SWI 1039.29
Averages $1,921,855.60 9.0% 28.2 1.3% 68% 74 82.9 6.7%
AFLAC AFL 881.37 $108.41 $95,549.10 5.0% 4.3% 11.4 2.8% 93% 87 96 8.9%
Balchem BCPC 946.61 $154.56 $146,308.20 7.6% 5.6% 38.3 0.5% 73% 87 93 8.1%
Copa Holdings CPA 482.30 $114.66 $55,300.52 2.9% 6.0% 12.0 5.6% 58% 64 85 19.3%
Cognizant Technology CTSH 920.64 $68.59 $63,146.77 3.3% 4.3% 16.3 1.3% 74% 89 80 12.3%
Fastenal FAST 1144.43 $47.76 $54,657.83 2.8% 4.8% 24.6 1.9% 97% 98 98 3.0%
Fossil* FOSL 508.13 $3.02 $1,534.55 0.1% -16.2% 8.5 0.0% 20% 5 0 -24.5%
General Electric GE 2136.75 $286.78 $612,777.74 31.9% 8.4% 30.9 1.0% 45% 52 69 1.7%
Helmerich & Payne HP 819.00 $20.91 $17,125.29 0.9% 14.3% 13.0 2.3% 25% 16 51 20.8%
Microchip Technology MCHP 1151.01 $63.17 $72,709.49 3.8% 0.4% 21.6 2.3% 42% 67 49 1.4%
Microsoft MSFT 1244.09 $515.36 $641,154.74 33.4% 13.6% 31.3 0.8% 82% 91 97 9.4%
Proto Labs PRLB 783.33 $49.65 $38,892.38 2.0% 3.0% 32.6 0.0% 73% 27 41 1.5%
Price T. Rowe TROW 658.50 $106.79 $70,318.03 3.7% 6.8% 12.1 3.8% 100% 90 93 13.7%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 6.7%
Quality 82.9
Growth 9.0%
P/E Ratio 28.2
Yield 1.3%
Fin Strength 68%
EPS Stability 74