Managed by Scott Ferguson
| Stock | % Port | Activity | Current $ |
|---|---|---|---|
| SATS | 13.3% | New Buy | $128.59 |
| TLNE | 8.8% | Add | — |
| TWLO | 7.7% | Reduce | $127.35 |
| GDS | 7.6% | Add | $44.55 |
| PFGC | 7.1% | Hold | $83.69 |
| COHR | 7.0% | Reduce | $275.57 |
| CVNA | 6.2% | New Buy | $292.50 |
| DKS | 5.7% | Add | $193.04 |
| WBD | 5.4% | Add | $27.63 |
| ADMA | 4.9% | Add | $15.02 |
| SHC | 4.8% | Add | $13.56 |
| CVS | 4.8% | Reduce | $71.86 |
| LYV | 4.1% | New Buy | $154.19 |
| ZI | 3.5% | Reduce | — |
| HUT | 3.0% | New Buy | $50.14 |
| FUN | 1.8% | Hold | $17.42 |
| KVUE | 1.3% | Reduce | $17.38 |
| REZI | 1.3% | New Buy | $37.74 |
| CXM | 1.0% | Hold | $6.06 |
| RSP | 0.7% | New Buy | $188.46 |