Public Dashboard: Meador, Julie

06/01/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
HTLF 1678.42
Averages $775,920.56 6.8% 22.1 1.5% 80% 67 73.5 13.3%
Alarm.com ALRM 1152.61 $57.40 $66,159.53 8.5% 6.5% 25.1 0.0% 95% 69 70 8.3%
Floor & Decor FND 768.05 $71.69 $55,061.43 7.1% 6.9% 37.4 0.0% 74% 80 73 12.3%
Generac GNRC 295.17 $122.13 $36,049.48 4.6% 6.7% 17.9 1.3% 61% 67 67 12.1%
Lam Research LRCX 136.22 $80.79 $11,004.97 1.4% 8.5% 21.4 1.1% 97% 99 94 10.6%
MKS Instruments MKSI 533.61 $82.19 $43,857.16 5.7% 4.9% 15.2 0.5% 20% 71 50 14.1%
MarketAxess MKTX 242.52 $216.41 $52,484.62 6.8% 7.3% 27.6 1.0% 98% 85 86 7.8%
Rio Tinto RIO 1121.73 $59.43 $66,664.41 8.6% 1.5% 12.5 5.5% 80% 77 63 15.5%
Boston Beer SAM 200.83 $229.85 $46,161.24 5.9% 4.6% 37.7 0.0% 52% 22 29 6.7%
Steel Dynamics STLD 1408.37 $123.07 $173,328.22 22.3% 5.7% 16.7 1.3% 99% 44 80 21.5%
Skyworks Solutions SWKS 561.28 $69.03 $38,745.23 5.0% 0.7% 15.6 3.6% 89% 73 67 12.0%
Texas Roadhouse TXRH 954.89 $195.21 $186,404.27 24.0% 11.7% 23.4 1.6% 76% 82 87 10.8%


MIPAR 9.7%  
Sweet Spot 14.7% - 19.7%  
Portfolio Averages
PAR 13.3%
Quality 73.5
Growth 6.8%
P/E Ratio 22.1
Yield 1.5%
Fin Strength 80%
EPS Stability 67