Public Dashboard: Round Table
Repeats 15x:CTSH 12X:GOOG 11X:BKNG 10X:ARDX,MKSI 9x:AX,MMS 7x:EPAM,REGN 6x:GNTX,LGIH,OLED 5x:ADBE,FFWM,FIVE,LCII,LFUS,MSFT,TROW 4x:AMD,BMY,DOW,FFIN,FLT,ILMN,MBUU,MIDD,WAL 3x:ALGN,ATD.TO,DHI,FAST,FWRD,GRBK,MMM,SBUX,WH 2x:ALRM,AMGN,AMZN,CLFD,FOXF,GILD,INFY,PAYX,RMD,TFC,TXRH,UFPI,UHS
| 01/29/2023 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $506,464.78 | 14.8% | 20.4 | 0.9% | 79% | 75 | 85.6 | 13.1% | ||||
| Apple | AAPL | 7.08 | $145.93 | $1,033.77 | 0.2% | 8.9% | 21.0 | 0.8% | 95% | 98 | 99 | 10.7% |
| Abbvie | ABBV | 10.48 | $146.28 | $1,533.16 | 0.3% | 2.9% | 12.0 | 4.0% | 64% | 91 | 86 | 9.4% |
| Adobe Systems | ADBE | 12.97 | $370.71 | $4,807.37 | 0.9% | 16.9% | 28.0 | 0.0% | 79% | 48 | 84 | 11.1% |
| Agilon Health* | AGL | 42.03 | $20.55 | $863.80 | 0.2% | 68.9% | 30.0 | 0.0% | 19% | 14 | 34 | 64.7% |
| Air Lease* | AL | 237.93 | $44.64 | $10,621.06 | 2.1% | 11.5% | 9.0 | 1.5% | 69% | 84 | 97 | 14.2% |
| Align Technology | ALGN | 11.86 | $269.20 | $3,193.52 | 0.6% | 15.7% | 24.0 | 0.0% | 69% | 97 | 96 | 10.3% |
| Alarm.com* | ALRM | 46.54 | $52.80 | $2,457.31 | 0.5% | 16.6% | 30.0 | 0.0% | 81% | 53 | 61 | 15.3% |
| Advanced Micro Dev | AMD | 47.74 | $75.40 | $3,599.75 | 0.7% | 14.8% | 20.0 | 0.0% | 94% | 37 | 83 | 18.0% |
| Amgen | AMGN | 9.47 | $253.65 | $2,402.57 | 0.5% | 4.0% | 13.0 | 2.7% | 98% | 97 | 99 | 7.3% |
| Amazon.com | AMZN | 136.20 | $102.24 | $13,925.09 | 2.7% | 17.0% | 28.0 | 0.0% | 88% | 52 | 75 | 16.0% |
| Ardelyx* | ARDX | 6421.67 | $2.85 | $18,301.75 | 3.6% | 116.9% | 30.0 | 0.0% | 8% | 1 | 11 | 42.3% |
| Aliment. Couche-Tard | ATD-TO | 74.81 | $59.67 | $4,463.85 | 0.9% | 8.1% | 14.0 | 1.0% | 67% | 76 | 95 | 15.2% |
| Axos Financial | AX | 243.79 | $47.90 | $11,677.68 | 2.3% | 15.6% | 11.0 | 0.0% | 83% | 92 | 98 | 9.5% |
| Booking | BKNG | 9.90 | $2,464.51 | $24,408.51 | 4.8% | 8.7% | 20.0 | 0.0% | 63% | 77 | 99 | 8.4% |
| Bristol-Myers Squibb | BMY | 81.13 | $72.45 | $5,878.16 | 1.2% | 3.1% | 21.0 | 3.6% | 83% | 39 | 55 | 6.5% |
| Boot Barn | BOOT | 15.31 | $86.18 | $1,319.76 | 0.3% | 14.6% | 17.0 | 0.0% | 61% | 44 | 86 | 15.6% |
| Borg Warner | BWA | 24.80 | $45.97 | $1,140.15 | 0.2% | 6.1% | 13.0 | 1.2% | 60% | 94 | 75 | 13.7% |
| CBOE Global Markets | CBOE | 12.36 | $122.10 | $1,509.16 | 0.3% | 9.2% | 21.0 | 1.5% | 77% | 80 | 70 | 11.2% |
| Clearfield* | CLFD | 26.88 | $69.16 | $1,858.88 | 0.4% | 23.1% | 26.0 | 0.0% | 88% | 48 | 88 | 24.8% |
| Costco Wholesale | COST | 20.99 | $503.29 | $10,564.56 | 2.1% | 8.9% | 33.0 | 0.7% | 100% | 87 | 88 | 9.1% |
| Cognizant Technology | CTSH | 363.15 | $65.71 | $23,862.59 | 4.7% | 8.2% | 17.0 | 1.4% | 99% | 87 | 92 | 13.7% |
| Darling Ingredients | DAR | 15.48 | $65.36 | $1,011.90 | 0.2% | 6.2% | 16.0 | 0.0% | 94% | 48 | 83 | 13.2% |
| Dollar General | DG | 4.19 | $236.11 | $989.06 | 0.2% | 8.5% | 18.0 | 0.9% | 79% | 96 | 95 | 9.5% |
| Horton, DR | DHI | 39.58 | $96.52 | $3,820.45 | 0.8% | 4.6% | 7.0 | 1.3% | 96% | 56 | 82 | 3.9% |
| Dow | DOW | 124.80 | $58.97 | $7,359.46 | 1.5% | 4.4% | 8.0 | 3.2% | 51% | 66 | 55 | 11.1% |
| DXC Technology | DXC | 31.36 | $28.27 | $886.55 | 0.2% | 6.2% | 7.0 | 0.7% | 18% | 57 | 31 | 12.9% |
| Employers Holdings* | EIG | 34.99 | $42.40 | $1,483.66 | 0.3% | 9.3% | 10.0 | 3.0% | 90% | 65 | 89 | 11.3% |
| EPAM Systems | EPAM | 60.68 | $341.43 | $20,718.66 | 4.1% | 12.7% | 30.0 | 0.0% | 90% | 89 | 96 | 8.3% |
| Fastenal | FAST | 165.12 | $50.25 | $8,297.28 | 1.6% | 7.8% | 25.0 | 2.2% | 73% | 97 | 98 | 13.0% |
| FedEx Corp | FDX | 4.50 | $190.56 | $856.76 | 0.2% | 7.1% | 12.0 | 1.0% | 95% | 79 | 87 | 18.1% |
| First Financial Bankshares* | FFIN | 131.35 | $34.94 | $4,589.19 | 0.9% | 9.6% | 25.0 | 1.5% | 90% | 100 | 95 | 7.0% |
| First Foundation* | FFWM | 325.02 | $15.64 | $5,083.27 | 1.0% | 17.8% | 10.0 | 2.0% | 83% | 77 | 92 | 27.9% |
| Five Below | FIVE | 63.20 | $195.23 | $12,338.54 | 2.4% | 18.4% | 24.0 | 0.0% | 87% | 81 | 98 | 7.3% |
| FleetCor Technologies | FLT | 24.71 | $204.35 | $5,048.47 | 1.0% | 9.7% | 16.0 | 0.0% | 87% | 90 | 99 | 13.1% |
| Fox Factory | FOXF | 23.19 | $114.28 | $2,650.04 | 0.5% | 14.0% | 23.0 | 0.0% | 61% | 77 | 89 | 16.4% |
| Forward Air | FWRD | 59.01 | $105.56 | $6,228.67 | 1.2% | 9.1% | 18.0 | 0.7% | 89% | 85 | 96 | 10.6% |
| Gilead Sciences | GILD | 30.70 | $83.73 | $2,570.51 | 0.5% | 1.8% | 13.0 | 4.1% | 52% | 44 | 51 | 4.7% |
| Gentex | GNTX | 425.79 | $28.38 | $12,083.86 | 2.4% | 8.2% | 18.0 | 1.3% | 89% | 96 | 99 | 14.2% |
| Alphabet (Google) | GOOG | 217.89 | $100.71 | $21,943.70 | 4.3% | 17.7% | 20.0 | 0.0% | 99% | 96 | 100 | 21.0% |
| Green Brick Partners* | GRBK | 142.91 | $30.23 | $4,320.02 | 0.9% | 2.8% | 9.0 | 0.0% | 71% | 51 | 57 | 11.4% |
| Houlihan Lokey | HLI | 11.79 | $97.16 | $1,145.32 | 0.2% | 13.0% | 18.0 | 1.6% | 90% | 67 | 89 | 13.4% |
| MarineMax* | HZO | 16.93 | $30.49 | $516.17 | 0.1% | 13.7% | 9.0 | 0.0% | 47% | 43 | 66 | 29.1% |
| Installed Building Products | IBP | 9.47 | $108.15 | $1,024.18 | 0.2% | 11.3% | 16.0 | 0.8% | 47% | 59 | 69 | 14.7% |
| Illumina | ILMN | 26.14 | $214.03 | $5,595.60 | 1.1% | 12.3% | 38.0 | 0.0% | 98% | 43 | 79 | 8.3% |
| Infosys Tech | INFY | 328.39 | $18.66 | $6,127.68 | 1.2% | 8.5% | 18.0 | 2.5% | 90% | 93 | 99 | 13.8% |
| Intel | INTC | 20.25 | $28.16 | $570.16 | 0.1% | 1.9% | 11.0 | 2.8% | 100% | 78 | 75 | 16.1% |
| Jazz Pharmaceuticals | JAZZ | 9.15 | $155.57 | $1,423.00 | 0.3% | 8.8% | 12.0 | 0.0% | 94% | 75 | 81 | 16.1% |
| LCI Industries | LCII | 37.43 | $108.07 | $4,045.28 | 0.8% | 12.6% | 7.0 | 2.1% | 94% | 91 | 91 | 18.8% |
| Littelfuse | LFUS | 21.66 | $253.44 | $5,489.26 | 1.1% | 6.9% | 20.0 | 0.8% | 74% | 92 | 99 | 10.2% |
| LGI Homes* | LGIH | 118.05 | $110.63 | $13,060.20 | 2.6% | 8.7% | 7.0 | 0.0% | 69% | 76 | 81 | 5.3% |
| Lockheed Martin | LMT | 2.84 | $459.60 | $1,305.26 | 0.3% | 3.8% | 15.0 | 2.6% | 83% | 84 | 73 | 7.0% |
| Lululemon Athletica | LULU | 3.21 | $310.85 | $998.76 | 0.2% | 18.3% | 30.0 | 0.0% | 87% | 96 | 100 | 18.2% |
| Malibu Boats | MBUU | 56.50 | $56.51 | $3,192.93 | 0.6% | 15.9% | 10.0 | 0.0% | 64% | 68 | 89 | 21.1% |
| MKS Instruments | MKSI | 199.79 | $105.24 | $21,025.90 | 4.2% | 13.5% | 17.0 | 0.4% | 58% | 43 | 70 | 9.2% |
| 3M Company | MMM | 16.02 | $115.25 | $1,846.07 | 0.4% | 2.4% | 14.0 | 3.3% | 95% | 100 | 91 | 13.4% |
| Maximus | MMS | 177.70 | $71.31 | $12,671.72 | 2.5% | 9.9% | 15.0 | 1.5% | 94% | 82 | 94 | 14.5% |
| Microsoft | MSFT | 253.58 | $248.16 | $62,928.91 | 12.4% | 10.7% | 26.0 | 1.1% | 93% | 93 | 97 | 12.2% |
| Micron Tech | MU | 12.06 | $63.87 | $770.14 | 0.2% | 5.3% | 10.0 | 0.5% | 94% | 34 | 64 | 10.8% |
| NVIDIA Corp. | NVDA | 5.00 | $203.65 | $1,018.25 | 0.2% | 16.4% | 30.0 | 0.1% | 99% | 57 | 98 | 7.3% |
| Universal Display | OLED | 142.37 | $132.37 | $18,845.12 | 3.7% | 16.9% | 28.0 | 1.1% | 76% | 56 | 94 | 10.9% |
| Ollie's Bargain | OLLI | 16.16 | $53.97 | $872.05 | 0.2% | 8.3% | 20.0 | 0.0% | 76% | 71 | 95 | 9.4% |
| Paychex | PAYX | 26.57 | $113.03 | $3,002.98 | 0.6% | 7.7% | 27.0 | 3.1% | 83% | 98 | 99 | 10.5% |
| Portillos* | PTLO | 51.02 | $22.09 | $1,127.03 | 0.2% | 13.5% | 43.0 | 0.0% | 19% | 60 | 29 | 8.4% |
| PayPal | PYPL | 9.39 | $81.83 | $768.30 | 0.2% | 8.7% | 24.0 | 0.0% | 88% | 80 | 81 | 15.2% |
| Regeneron Pharma | REGN | 18.08 | $742.83 | $13,433.34 | 2.7% | 4.4% | 18.0 | 0.0% | 89% | 60 | 73 | 5.4% |
| Roche Holdings* | RHHBY | 74.10 | $39.29 | $2,911.39 | 0.6% | 2.5% | 18.0 | 2.6% | 94% | 98 | 86 | 10.1% |
| Boston Beer | SAM | 1.75 | $392.29 | $688.08 | 0.1% | 8.2% | 26.0 | 0.0% | 69% | 65 | 77 | 5.8% |
| Starbucks | SBUX | 55.21 | $109.02 | $6,019.10 | 1.2% | 9.2% | 26.0 | 2.0% | 64% | 85 | 91 | 9.8% |
| SEI Investments | SEIC | 59.91 | $62.08 | $3,719.46 | 0.7% | 9.7% | 18.0 | 1.0% | 99% | 88 | 96 | 7.2% |
| Stella-Jones | SJ-TO | 23.86 | $47.47 | $1,132.63 | 0.2% | 8.4% | 16.3 | 1.0% | 83% | 80 | 75 | 13.2% |
| Skechers | SKX | 24.09 | $47.48 | $1,143.84 | 0.2% | 11.7% | 15.0 | 0.0% | 50% | 70 | 68 | 13.4% |
| Truist Financial | TFC | 54.54 | $48.84 | $2,663.83 | 0.5% | 5.7% | 11.0 | 2.9% | 83% | 87 | 84 | 9.5% |
| Target | TGT | 6.18 | $168.51 | $1,040.89 | 0.2% | 6.4% | 12.2 | 2.2% | 59% | 89 | 81 | 10.7% |
| Taylor Morrison | TMHC | 53.71 | $34.46 | $1,850.85 | 0.4% | 8.5% | 8.0 | 0.0% | 72% | 61 | 68 | 10.9% |
| Trex | TREX | 24.13 | $51.00 | $1,230.68 | 0.2% | 12.6% | 26.0 | 0.0% | 69% | 56 | 93 | 15.2% |
| Price T. Rowe | TROW | 56.39 | $116.29 | $6,557.83 | 1.3% | 10.2% | 13.0 | 3.0% | 99% | 73 | 95 | 12.6% |
| Tyson Foods | TSN | 26.24 | $65.72 | $1,724.49 | 0.3% | 5.2% | 10.0 | 2.0% | 65% | 58 | 64 | 11.2% |
| Teletech Holdings | TTEC | 22.39 | $48.74 | $1,091.09 | 0.2% | 8.2% | 17.0 | 1.1% | 80% | 95 | 83 | 21.0% |
| Texas Roadhouse | TXRH | 29.62 | $98.96 | $2,931.20 | 0.6% | 11.6% | 23.0 | 1.8% | 64% | 90 | 85 | 15.5% |
| UFP Industries | UFPI | 39.66 | $90.71 | $3,597.56 | 0.7% | 6.5% | 15.0 | 1.3% | 77% | 46 | 57 | 15.9% |
| Universal Health | UHS | 19.51 | $145.21 | $2,832.47 | 0.6% | 6.3% | 14.0 | 0.8% | 51% | 82 | 69 | 9.6% |
| Victory Capital* | VCTR | 30.90 | $29.40 | $908.52 | 0.2% | 9.7% | 10.0 | 1.5% | 65% | 49 | 60 | 17.6% |
| VMWare | VMW | 8.98 | $124.40 | $1,116.49 | 0.2% | 10.4% | 18.0 | 0.0% | 37% | 79 | 64 | 10.9% |
| Western Alliance* | WAL | 58.21 | $74.36 | $4,328.72 | 0.9% | 15.1% | 10.0 | 2.0% | 83% | 72 | 95 | 17.0% |
| Wyndham Hotels & Resorts | WH | 58.19 | $76.81 | $4,469.57 | 0.9% | 8.5% | 21.0 | 1.4% | 30% | 45 | 68 | 11.5% |