Public Dashboard: Van Hulle, Jerry

08/29/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $1,099,335.46 12.3% 20.7 0.2% 78% 61 81.5 8.9%
Green Brick Partners* GRBK 2067.14 $69.87 $144,431.12 13.1% 8.8% 10.8 0.0% 77% 60 80 13.4%
Halozyme Therapeutics* HALO 2206.92 $72.81 $160,685.91 14.6% 22.6% 11.4 0.0% 53% 27 66 13.8%
Intel INTC 6433.35 $24.93 $160,383.43 14.6% 6.3% 12.0 0.0% 47% 26 32 4.5%
Lululemon Athletica LULU 301.79 $205.08 $61,890.39 5.6% 6.3% 20.2 0.0% 87% 96 96 14.8%
NAPCO Security* NSSC 3405.99 $38.33 $130,551.77 11.9% 10.8% 25.7 1.0% 78% 65 97 7.5%
NVIDIA Corp. NVDA 1041.06 $180.17 $187,567.67 17.1% 17.9% 28.8 0.2% 99% 67 100 8.7%
Trex TREX 1716.33 $62.86 $107,888.23 9.8% 6.5% 29.0 0.0% 87% 99 97 7.2%
Veeva Systems VEEV 535.88 $272.33 $145,936.94 13.3% 12.1% 29.5 0.0% 99% 83 99 4.1%


MIPAR 8.2%  
Sweet Spot 13.2% - 18.2%  
Portfolio Averages
PAR 8.9%
Quality 81.5
Growth 12.3%
P/E Ratio 20.7
Yield 0.2%
Fin Strength 78%
EPS Stability 61