Public Dashboard: Round Table
Repeats 15x:CTSH 12X:GOOG 11X:BKNG 10X:ARDX,MKSI 9x:AX,MMS 7x:EPAM,REGN 6x:GNTX,OLED 5x:ADBE,FFWM,FIVE,LCII,LFUS,MSFT,TROW 4x:AMD,BMY,DOW,FFIN,FLT,MBUU,MIDD,WAL 3x:ALGN,ATD.TO,AVT,DHI,FAST,FWRD,GRBK,MMM,SBUX,TSM,WH 2x:ALRM,AMGN,AMZN,CLFD,FOXF,GILD,INFY,KLAC,NGVT,PAYX,RMD,TFC,TXRH,UFPI
| 05/29/2023 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Averages | $518,439.30 | 13.3% | 22.3 | 0.9% | 81% | 75 | 85.6 | 13.5% | ||||
| Apple | AAPL | 7.08 | $175.43 | $1,242.75 | 0.2% | 7.7% | 22.0 | 0.8% | 95% | 99 | 99 | 6.8% |
| Abbvie | ABBV | 10.48 | $137.56 | $1,441.77 | 0.3% | 3.2% | 11.0 | 4.0% | 78% | 92 | 92 | 8.7% |
| Adobe Systems | ADBE | 12.97 | $415.39 | $5,386.78 | 1.0% | 16.4% | 28.0 | 0.0% | 88% | 51 | 87 | 9.3% |
| Agilon Health* | AGL | 42.03 | $20.26 | $851.61 | 0.2% | 31.2% | 30.0 | 0.0% | 4% | 5 | 17 | 5.8% |
| Air Lease* | AL | 237.93 | $38.89 | $9,252.98 | 1.8% | 10.5% | 8.0 | 2.0% | 69% | 68 | 92 | 14.5% |
| Align Technology | ALGN | 11.86 | $285.39 | $3,385.58 | 0.7% | 13.4% | 32.0 | 0.0% | 61% | 94 | 93 | 12.9% |
| Alarm.com* | ALRM | 46.54 | $50.29 | $2,340.50 | 0.5% | 10.7% | 30.0 | 0.0% | 97% | 62 | 62 | 12.1% |
| Advanced Micro Dev | AMD | 47.74 | $127.03 | $6,064.67 | 1.2% | 12.8% | 20.0 | 0.0% | 94% | 41 | 80 | 2.3% |
| Amgen | AMGN | 9.47 | $216.93 | $2,054.76 | 0.4% | 4.2% | 13.0 | 2.7% | 99% | 95 | 99 | 10.5% |
| Amazon.com | AMZN | 136.20 | $120.11 | $16,358.98 | 3.2% | 16.0% | 46.0 | 0.0% | 83% | 48 | 64 | 17.2% |
| Ardelyx* | ARDX | 6421.67 | $3.27 | $20,998.85 | 4.1% | 83.6% | 30.0 | 0.0% | 8% | 0 | 7 | 46.5% |
| Aliment. Couche-Tard | ATD-TO | 74.81 | $67.39 | $5,041.38 | 1.0% | 7.8% | 14.0 | 1.0% | 67% | 81 | 96 | 13.8% |
| Avnet | AVT | 69.69 | $45.31 | $3,157.56 | 0.6% | 6.4% | 8.0 | 1.5% | 85% | 94 | 97 | 18.3% |
| Axos Financial | AX | 243.79 | $41.13 | $10,027.21 | 1.9% | 12.9% | 11.0 | 0.0% | 83% | 94 | 99 | 12.3% |
| Booking | BKNG | 9.90 | $2,591.13 | $25,662.55 | 4.9% | 8.8% | 20.0 | 0.0% | 73% | 80 | 100 | 15.1% |
| Bristol-Myers Squibb | BMY | 81.13 | $63.82 | $5,177.97 | 1.0% | 1.4% | 21.0 | 3.6% | 74% | 30 | 40 | 7.0% |
| Boot Barn | BOOT | 15.31 | $70.51 | $1,079.79 | 0.2% | 14.5% | 17.0 | 0.0% | 61% | 53 | 90 | 22.6% |
| Borg Warner | BWA | 24.80 | $47.17 | $1,169.91 | 0.2% | 7.1% | 13.0 | 1.2% | 72% | 93 | 83 | 16.8% |
| CBOE Global Markets | CBOE | 12.36 | $133.77 | $1,653.40 | 0.3% | 8.5% | 22.0 | 1.5% | 58% | 84 | 62 | 10.5% |
| Clearfield | CLFD | 26.88 | $38.65 | $1,038.83 | 0.2% | 22.3% | 20.0 | 0.0% | 61% | 60 | 85 | 37.5% |
| Costco Wholesale | COST | 20.99 | $507.26 | $10,647.89 | 2.1% | 8.6% | 34.0 | 0.7% | 100% | 90 | 88 | 9.5% |
| Cognizant Technology | CTSH | 363.15 | $62.88 | $22,834.87 | 4.4% | 7.4% | 16.0 | 1.4% | 95% | 79 | 87 | 14.7% |
| Darling Ingredients | DAR | 15.48 | $63.57 | $984.19 | 0.2% | 7.4% | 14.0 | 0.7% | 83% | 59 | 88 | 17.7% |
| Dollar General | DG | 4.19 | $205.10 | $859.16 | 0.2% | 8.4% | 18.0 | 0.9% | 93% | 97 | 97 | 11.9% |
| Horton, DR | DHI | 39.58 | $106.71 | $4,223.80 | 0.8% | 5.9% | 8.0 | 1.3% | 97% | 59 | 86 | 6.1% |
| Dow | DOW | 124.80 | $50.34 | $6,282.43 | 1.2% | 3.3% | 10.0 | 3.4% | 71% | 66 | 57 | 14.0% |
| DXC Technology | DXC | 31.36 | $24.75 | $776.16 | 0.1% | 4.0% | 7.0 | 0.7% | 18% | 62 | 29 | 11.5% |
| Employers Holdings* | EIG | 34.99 | $36.11 | $1,263.56 | 0.2% | 3.9% | 13.0 | 2.5% | 83% | 62 | 61 | 12.0% |
| EPAM Systems | EPAM | 60.68 | $258.08 | $15,660.81 | 3.0% | 9.0% | 30.0 | 0.0% | 89% | 76 | 82 | 4.5% |
| Fastenal | FAST | 165.12 | $55.16 | $9,108.02 | 1.8% | 7.5% | 28.0 | 2.2% | 71% | 98 | 98 | 12.4% |
| FedEx Corp | FDX | 4.50 | $224.15 | $1,007.78 | 0.2% | 6.8% | 13.0 | 1.6% | 98% | 82 | 86 | 13.1% |
| First Financial Bankshares* | FFIN | 131.35 | $26.92 | $3,535.81 | 0.7% | 9.6% | 20.0 | 1.5% | 96% | 99 | 96 | 9.6% |
| First Foundation* | FFWM | 325.02 | $4.24 | $1,378.07 | 0.3% | 10.5% | 3.0 | 2.0% | 74% | 80 | 83 | 21.7% |
| Five Below | FIVE | 63.20 | $177.27 | $11,203.46 | 2.2% | 15.5% | 25.0 | 0.0% | 86% | 84 | 98 | 8.5% |
| FleetCor Technologies | FLT | 24.71 | $233.75 | $5,774.79 | 1.1% | 9.5% | 16.0 | 0.0% | 79% | 95 | 99 | 15.4% |
| Fabrinet* | FN | 10.57 | $118.96 | $1,257.76 | 0.2% | 13.2% | 16.0 | 0.0% | 88% | 77 | 95 | 12.2% |
| Fox Factory | FOXF | 23.19 | $92.71 | $2,149.85 | 0.4% | 8.3% | 24.0 | 0.0% | 61% | 76 | 77 | 15.8% |
| Forward Air | FWRD | 59.01 | $98.20 | $5,794.39 | 1.1% | 7.9% | 19.0 | 0.8% | 83% | 87 | 95 | 13.1% |
| Gentex | GNTX | 425.79 | $26.98 | $11,487.76 | 2.2% | 9.3% | 18.0 | 1.3% | 88% | 95 | 100 | 16.3% |
| Alphabet (Google) | GOOG | 217.89 | $125.43 | $27,329.94 | 5.3% | 13.8% | 20.0 | 0.0% | 96% | 96 | 96 | 10.3% |
| Green Brick Partners* | GRBK | 142.91 | $48.02 | $6,862.30 | 1.3% | 20.5% | 10.0 | 0.0% | 68% | 54 | 90 | 22.4% |
| Houlihan Lokey | HLI | 11.79 | $88.65 | $1,045.01 | 0.2% | 12.2% | 16.0 | 1.6% | 96% | 75 | 93 | 15.2% |
| MarineMax* | HZO | 16.93 | $28.78 | $487.22 | 0.1% | 13.5% | 8.0 | 0.0% | 81% | 40 | 67 | 22.5% |
| Installed Building Products | IBP | 9.47 | $106.98 | $1,013.10 | 0.2% | 11.9% | 15.0 | 0.8% | 57% | 60 | 77 | 18.1% |
| Infosys Tech | INFY | 328.39 | $15.87 | $5,211.49 | 1.0% | 8.3% | 18.0 | 2.5% | 89% | 94 | 99 | 16.4% |
| Intel | INTC | 20.25 | $29.00 | $587.16 | 0.1% | 1.4% | 11.0 | 3.1% | 100% | 58 | 62 | 8.0% |
| Jazz Pharmaceuticals | JAZZ | 9.15 | $125.90 | $1,151.61 | 0.2% | 8.4% | 12.0 | 0.0% | 94% | 72 | 78 | 21.0% |
| Henry, Jack | JKHY | 6.41 | $148.56 | $952.72 | 0.2% | 5.9% | 29.0 | 1.4% | 100% | 99 | 97 | 9.5% |
| KLA Tencor | KLAC | 5.59 | $461.19 | $2,578.05 | 0.5% | 12.3% | 15.0 | 1.1% | 97% | 89 | 99 | 9.8% |
| LCI Industries | LCII | 37.43 | $111.06 | $4,157.20 | 0.8% | 9.4% | 10.0 | 3.0% | 94% | 89 | 85 | 19.2% |
| Littelfuse | LFUS | 21.66 | $271.55 | $5,881.50 | 1.1% | 6.2% | 21.0 | 0.8% | 70% | 93 | 98 | 9.0% |
| Lockheed Martin | LMT | 2.84 | $448.45 | $1,273.60 | 0.2% | 2.9% | 15.0 | 2.6% | 81% | 83 | 70 | 7.0% |
| Lam Research | LRCX | 2.06 | $628.25 | $1,295.45 | 0.2% | 11.4% | 15.0 | 1.5% | 87% | 62 | 89 | 11.5% |
| Lululemon Athletica | LULU | 3.21 | $340.26 | $1,093.26 | 0.2% | 18.5% | 26.0 | 0.0% | 89% | 96 | 100 | 14.5% |
| Malibu Boats | MBUU | 56.50 | $53.81 | $3,040.37 | 0.6% | 14.4% | 10.0 | 0.0% | 63% | 72 | 87 | 22.4% |
| MKS Instruments | MKSI | 199.79 | $99.48 | $19,875.11 | 3.8% | 12.7% | 19.0 | 0.3% | 87% | 44 | 80 | 15.7% |
| 3M Company | MMM | 16.02 | $96.94 | $1,552.78 | 0.3% | 3.6% | 12.0 | 3.4% | 98% | 100 | 93 | 12.5% |
| Maximus | MMS | 177.70 | $80.33 | $14,274.56 | 2.8% | 9.5% | 16.0 | 1.4% | 94% | 89 | 95 | 14.8% |
| Microsoft | MSFT | 253.58 | $332.89 | $84,414.91 | 16.3% | 10.3% | 29.0 | 1.0% | 88% | 94 | 98 | 9.8% |
| Micron Tech | MU | 12.06 | $73.93 | $891.45 | 0.2% | 5.0% | 10.0 | 0.5% | 98% | 32 | 61 | 1.7% |
| Ingevity | NGVT | 38.27 | $49.86 | $1,908.14 | 0.4% | 8.3% | 15.0 | 0.0% | 44% | 81 | 89 | 23.9% |
| NVIDIA Corp. | NVDA | 5.00 | $389.46 | $1,947.30 | 0.4% | 22.2% | 37.5 | 0.1% | 99% | 53 | 99 | 1.4% |
| Nova [Measuring]* | NVMI | 11.08 | $111.52 | $1,235.64 | 0.2% | 15.7% | 22.0 | 0.0% | 97% | 59 | 88 | 12.3% |
| Universal Display | OLED | 142.37 | $153.92 | $21,913.13 | 4.2% | 14.3% | 28.0 | 1.1% | 76% | 60 | 92 | 5.3% |
| Paychex | PAYX | 26.57 | $108.17 | $2,873.86 | 0.6% | 7.6% | 26.0 | 3.1% | 85% | 98 | 99 | 10.9% |
| Pool Corp. | POOL | 2.96 | $328.01 | $970.25 | 0.2% | 10.7% | 22.0 | 1.1% | 99% | 59 | 91 | 14.6% |
| Portillos* | PTLO | 51.02 | $19.95 | $1,017.85 | 0.2% | 13.8% | 66.0 | 0.0% | 31% | 60 | 37 | 22.9% |
| PayPal | PYPL | 9.39 | $60.22 | $565.41 | 0.1% | 10.2% | 20.0 | 0.0% | 88% | 74 | 82 | 20.5% |
| Regeneron Pharma | REGN | 18.08 | $725.05 | $13,111.80 | 2.5% | 5.3% | 18.0 | 0.0% | 92% | 67 | 77 | 7.6% |
| Roche Holdings* | RHHBY | 74.10 | $40.26 | $2,983.27 | 0.6% | 3.1% | 19.0 | 2.6% | 88% | 96 | 83 | 8.8% |
| Boston Beer | SAM | 1.75 | $317.85 | $557.51 | 0.1% | 6.0% | 26.0 | 0.0% | 61% | 47 | 55 | 6.4% |
| Starbucks | SBUX | 55.21 | $98.53 | $5,439.94 | 1.0% | 9.1% | 26.0 | 2.0% | 79% | 90 | 96 | 13.0% |
| SEI Investments | SEIC | 59.91 | $57.43 | $3,440.86 | 0.7% | 5.2% | 18.0 | 1.0% | 96% | 98 | 94 | 11.5% |
| ServisFirst* | SFBS | 18.26 | $42.20 | $770.45 | 0.1% | 12.3% | 13.0 | 1.5% | 96% | 92 | 99 | 18.2% |
| Stella-Jones | SJ-TO | 23.86 | $60.08 | $1,433.51 | 0.3% | 8.9% | 16.0 | 1.0% | 85% | 80 | 79 | 9.9% |
| Skechers | SKX | 24.09 | $51.07 | $1,230.33 | 0.2% | 12.2% | 16.0 | 0.0% | 45% | 72 | 68 | 14.4% |
| Truist Financial | TFC | 54.54 | $30.70 | $1,674.44 | 0.3% | 4.0% | 11.0 | 3.7% | 89% | 88 | 85 | 22.0% |
| Target | TGT | 6.18 | $138.93 | $858.17 | 0.2% | 6.3% | 13.4 | 2.2% | 58% | 94 | 82 | 16.7% |
| Taylor Morrison | TMHC | 53.71 | $43.30 | $2,325.64 | 0.4% | 8.5% | 9.0 | 0.0% | 73% | 52 | 64 | 8.3% |
| Trex | TREX | 24.13 | $52.93 | $1,277.25 | 0.2% | 12.1% | 26.0 | 0.0% | 76% | 61 | 95 | 10.3% |
| Price T. Rowe | TROW | 56.39 | $106.63 | $6,013.08 | 1.2% | 8.8% | 14.0 | 3.1% | 99% | 71 | 92 | 14.9% |
| Taiwan Semi | TSM | 33.08 | $103.21 | $3,414.29 | 0.7% | 12.0% | 16.0 | 1.3% | 98% | 98 | 100 | 15.6% |
| Tyson Foods | TSN | 26.24 | $52.01 | $1,364.74 | 0.3% | 4.7% | 12.0 | 2.0% | 68% | 42 | 52 | 13.7% |
| Teletech Holdings | TTEC | 22.39 | $32.16 | $719.93 | 0.1% | 7.6% | 14.0 | 1.3% | 77% | 97 | 82 | 24.7% |
| Texas Roadhouse | TXRH | 29.62 | $110.63 | $3,276.86 | 0.6% | 11.4% | 21.0 | 2.0% | 74% | 94 | 91 | 13.5% |
| UFP Industries | UFPI | 39.66 | $80.79 | $3,204.13 | 0.6% | 5.1% | 16.0 | 1.2% | 78% | 47 | 54 | 17.5% |
| Victory Capital* | VCTR | 30.90 | $31.07 | $960.13 | 0.2% | 16.8% | 10.0 | 2.0% | 44% | 50 | 61 | 23.4% |
| VMWare | VMW | 8.98 | $133.24 | $1,195.83 | 0.2% | 9.9% | 19.0 | 0.0% | 57% | 81 | 72 | 8.9% |
| Western Alliance* | WAL | 58.21 | $35.52 | $2,067.73 | 0.4% | 13.1% | 8.0 | 1.5% | 74% | 74 | 94 | 25.9% |
| Wyndham Hotels & Resorts | WH | 58.19 | $70.47 | $4,100.65 | 0.8% | 6.5% | 23.0 | 1.4% | 24% | 45 | 66 | 11.6% |