Total Purchases (max)
$1.5M
Total Sales (max)
$165K
Net Portfolio Value
$1.3M
19 active positions of 40 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | MKL | $330K | — | $330K | 15 | 24.8% | |
| 2 | LH | $120K | — | $120K | 8 | 9.0% | |
| 3 | BJ | $120K | — | $120K | 8 | 9.0% | |
| 4 | NDAQ | $115K | — | $115K | 3 | 8.6% | |
| 5 | PAYX | $105K | — | $105K | 7 | 7.9% | |
| 6 | CPAY | $95K | — | $95K | 4 | 7.1% | |
| 7 | TSCO | $90K | — | $90K | 6 | 6.8% | |
| 8 | JLL | $90K | — | $90K | 6 | 6.8% | |
| 9 | MORN | $50K | — | $50K | 1 | 3.8% | |
| 10 | PTC | $65K | $15K | $50K | 3 | 3.8% | |
| 11 | BRO | $75K | $45K | $30K | 8 | 2.3% | |
| 12 | IDXX | $75K | $45K | $30K | 8 | 2.3% | |
| 13 | TECH | $45K | $30K | $15K | 5 | 1.1% | |
| 14 | STE | $30K | $15K | $15K | 3 | 1.1% | |
| 15 | VIK | $30K | $15K | $15K | 3 | 1.1% | |
| 16 | — | $15K | — | $15K | 1 | 1.1% | |
| 17 | CDW | $15K | — | $15K | 1 | 1.1% | |
| 18 | ITT | $15K | — | $15K | 1 | 1.1% | |
| 19 | — | $15K | — | $15K | 1 | 1.1% | |
| 20 | EME | — | $15K | -$15K | 1 | — | |
| 21 | PWR | — | $15K | -$15K | 1 | — | |
| 22 | SGI | — | $15K | -$15K | 1 | — | |
| 23 | MLM | — | $15K | -$15K | 1 | — | |
| 24 | ENTG | $15K | $30K | -$15K | 3 | — | |
| 25 | — | — | $15K | -$15K | 1 | — | |
| 26 | WAB | — | $15K | -$15K | 1 | — | |
| 27 | CACI | $15K | $30K | -$15K | 3 | — | |
| 28 | LYV | — | $15K | -$15K | 1 | — | |
| 29 | TRMB | — | $15K | -$15K | 1 | — | |
| 30 | — | — | $30K | -$30K | 2 | — | |
| 31 | MIDD | — | $30K | -$30K | 2 | — | |
| 32 | FBIN | $30K | $80K | -$50K | 5 | — | |
| 33 | RVTY | — | $50K | -$50K | 1 | — | |
| 34 | CLH | — | $60K | -$60K | 4 | — | |
| 35 | TDY | — | $65K | -$65K | 2 | — | |
| 36 | CNM | $30K | $100K | -$70K | 4 | — | |
| 37 | TTC | — | $75K | -$75K | 5 | — | |
| 38 | TPX | — | $90K | -$90K | 6 | — | |
| 39 | AOS | — | $95K | -$95K | 4 | — | |
| 40 | DAY | — | $160K | -$160K | 6 | — |