Public Dashboard: Kemnitzer, Norm "Badger"

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,193,652.05 15.8% 54.5 0.6% 52% 39 60.5 7.5%
Accenture Ltd. ACN 173.18 $256.17 $44,364.21 3.7% 7.8% 24.2 1.6% 96% 100 95 13.5%
Analog Devices ADI 314.63 $254.25 $79,994.34 6.7% 4.4% 23.3 1.8% 71% 95 89 2.0%
ADMA Biologics* ADMA 4127.97 $17.38 $71,744.07 6.0% 21.8% 25.6 0.0% 40% 4 23 10.9%
ADT ADT 8680.56 $8.68 $75,347.23 6.3% 4.9% 12.5 2.3% 7% 27 36 12.4%
C3.ai* AI 2126.53 $17.31 $36,810.21 3.1% 20.1% 99.0 0.0% 62% 3 36 13.3%
Amazon.com AMZN 280.49 $231.60 $64,961.30 5.4% 11.2% 40.2 0.0% 96% 48 75 10.2%
Broadcom AVGO 301.29 $308.65 $92,993.48 7.8% 14.8% 39.6 2.6% 37% 44 77 7.0%
Avanos Medical AVNS 3871.47 $11.87 $45,954.32 3.8% -0.1% 13.2 0.0% 29% 46 24 11.5%
Carpenter Tech CRS 345.32 $242.56 $83,759.80 7.0% 6.5% 20.4 0.5% 34% 48 72 3.9%
CrowdStrike CRWD 167.47 $442.00 $74,023.84 6.2% 16.0% 78.3 0.0% 49% 28 57 5.9%
CyberArk Software CYBR 179.70 $453.17 $81,436.56 6.8% 20.6% 77.3 0.0% 55% 20 53 3.3%
Pinterest PINS 2022.65 $36.70 $74,231.40 6.2% 13.1% 15.2 0.0% 78% 21 52 -11.0%
Palantir Technologies PLTR 808.18 $158.12 $127,789.23 10.7% 22.3% 207.6 0.0% 78% 20 80 1.3%
Sezzle* SEZL 1709.33 $95.81 $163,770.81 13.7% 32.4% 25.9 0.0% 26% 49 48 19.0%
Vertiv VRT 569.70 $134.23 $76,471.26 6.4% 11.9% 40.5 0.2% 65% 41 72 8.4%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 7.5%
Quality 60.5
Growth 15.8%
P/E Ratio 54.5
Yield 0.6%
Fin Strength 52%
EPS Stability 39