Public Dashboard: Tubbs, Nadine

09/16/2025
Company Symbol Shares Price Value % of Total Growth Proj P/E Proj Yield Fin Str EPS Stab Qlty PAR
Averages $773,724.68 9.5% 23.4 0.6% 77% 71 75.9 9.8%
Alarm.com ALRM 1063.94 $55.60 $59,155.23 7.6% 6.5% 25.1 0.0% 62% 70 58 9.8%
ASML ASML 112.01 $867.30 $97,146.27 12.6% 14.1% 19.8 1.0% 99% 97 99 8.0%
Floor & Decor FND 708.97 $90.25 $63,984.36 8.3% 5.8% 36.8 0.0% 82% 71 67 0.9%
Lam Research LRCX 150.41 $119.21 $17,930.85 2.3% 9.3% 21.6 1.1% 86% 99 93 3.5%
Lululemon Athletica LULU 220.29 $164.54 $36,246.52 4.7% 9.7% 20.0 0.0% 77% 54 89 24.0%
Malibu Boats MBUU 1184.71 $33.30 $39,450.78 5.1% 3.8% 15.3 0.0% 54% 45 43 15.7%
Medifast MED 394.72 $14.22 $5,612.92 0.7% -1.9% 20.7 0.0% 68% 6 10 -1.2%
Meta Platforms [Facebook] META 238.15 $764.70 $182,114.83 23.5% 14.4% 25.0 0.4% 97% 80 98 8.2%
MKS Instruments MKSI 492.56 $116.38 $57,324.13 7.4% 3.8% 13.6 0.6% 20% 68 46 6.4%
Maximus MMS 988.22 $87.97 $86,934.07 11.2% 6.4% 14.2 1.3% 54% 79 69 10.4%
Boston Beer SAM 185.38 $215.11 $39,877.95 5.2% 4.5% 33.0 0.0% 68% 28 40 10.9%
Skyworks Solutions SWKS 520.24 $72.87 $37,909.96 4.9% 0.7% 15.2 3.6% 91% 66 63 11.5%
The Trade Desk TTD 1098.74 $45.54 $50,036.80 6.5% 18.6% 40.2 0.0% 87% 47 87 19.3%


MIPAR 8.1%  
Sweet Spot 13.1% - 18.1%  
Portfolio Averages
PAR 9.8%
Quality 75.9
Growth 9.5%
P/E Ratio 23.4
Yield 0.6%
Fin Strength 77%
EPS Stability 71