Public Dashboard: Carter, Sheryl
| 08/29/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| San Juan Basin Royalty Trust | SJT | 0.00 | $7.53 | $0.00 | 0.0% | |||||||
| Cash | $58,824.00 | 4.4% | 4.0% | 4.0% | ||||||||
| Averages | $1,342,978.88 | 29.9% | 42.6 | 0.5% | 47% | 38 | 55.9 | 2.4% | ||||
| AST SpaceMobile* (Pre-EPS) | ASTS | 2906.30 | $48.95 | $142,263.43 | 10.6% | 159.6% | 12.3 | 0.0% | 2% | 0 | 11 | -12.0% |
| goeasy* | GSY-TO | 332.47 | $214.67 | $71,370.87 | 5.3% | 19.4% | 10.6 | 0.0% | 28% | 41 | 52 | 17.3% |
| MP Materials | MP | 2678.67 | $73.50 | $196,882.03 | 14.7% | 10.9% | 43.1 | 0.0% | 16% | 25 | 40 | -13.7% |
| M-tron Industries* | MPTI | 998.70 | $45.40 | $45,341.06 | 3.4% | 19.2% | 26.2 | 0.3% | 55% | 61 | 71 | 5.1% |
| Photronics | PLAB | 2558.66 | $23.58 | $60,333.14 | 4.5% | 4.9% | 26.3 | 0.0% | 78% | 52 | 54 | 22.7% |
| Palomar Holdings* | PLMR | 545.32 | $124.12 | $67,682.23 | 5.0% | 9.0% | 26.2 | 0.0% | 32% | 40 | 40 | 2.3% |
| Palantir Technologies | PLTR | 713.10 | $158.12 | $112,755.20 | 8.4% | 22.3% | 207.6 | 0.0% | 78% | 20 | 80 | 1.3% |
| Rollins Inc. | ROL | 1188.35 | $56.24 | $66,833.04 | 5.0% | 9.0% | 44.5 | 1.1% | 77% | 93 | 98 | 8.8% |
| Safehold* | SAFE | 3628.84 | $16.05 | $58,242.92 | 4.3% | 11.3% | 8.6 | 3.0% | 43% | 32 | 51 | 6.7% |
| Schwab Charles | SCHW | 711.12 | $97.09 | $69,042.27 | 5.1% | 8.9% | 20.8 | 1.2% | 87% | 66 | 76 | 7.9% |
| SoFi Technologies | SOFI | 3727.73 | $26.04 | $97,070.01 | 7.2% | 19.8% | 31.3 | 0.0% | 9% | 18 | 33 | 2.0% |
| Target Hospitality* | TH | 6108.36 | $9.03 | $55,158.51 | 4.1% | 2.5% | 15.2 | 0.0% | 49% | 34 | 36 | 1.4% |
| Tesla | TSLA | 145.39 | $345.98 | $50,300.95 | 3.7% | 17.0% | 68.2 | 0.0% | 77% | 24 | 83 | 5.0% |
| Taiwan Semi | TSM | 281.02 | $238.27 | $66,959.12 | 5.0% | 12.2% | 17.1 | 1.0% | 97% | 92 | 100 | 12.0% |
| Vital Farms* | VITL | 1340.71 | $51.38 | $68,885.54 | 5.1% | 27.7% | 22.1 | 0.0% | 78% | 43 | 83 | 10.2% |
| YETI | YETI | 1578.73 | $34.86 | $55,034.57 | 4.1% | 6.0% | 15.6 | 0.0% | 75% | 71 | 74 | 11.4% |