Apr 16, 2025 15 min read lbay-update

LBAY update - 17 apr 2025

dbmfwatch - LBAY \| 2025-04-17 \| changes found
symbol	description	shares	value	pct	1d chg	1wk chg	4wk chg	13wk chg
-cash-	Cash & Other	2.1M	$2.1M	6.6%	-2.9% \| -2.9%	-5.8% \| -5.8%	2.5% \| 2.5%	-42.8% \| -42.8%
00123Q872	AGNC Investment	61.6K	$1.5M	4.6%	0% \| 0%	0% \| -1.3%	-1.9% \| -7.3%	-5.4% \| -8.2%
26884U208	EPR Properties	62.9K	$1.4M	4.2%	0% \| -0.7%	0% \| 1.8%	-1.9% \| -8.7%	-5.4% \| -4.2%
AAPL	Apple	-2.1K	$-414.8K	-1.3%	0% \| 3.9%	0% \| 2.3%	1.8% \| 11.4%	-
AFRM	Affirm	-7.8K	$-317.4K	-1.0%	0% \| 2.0%	0% \| 8.0%	1.8% \| 16.1%	-18.3% \| 17.2%
AGI	Alamos Gold	26.7K	$810.0K	2.5%	0% \| 2.4%	0% \| 14.3%	-1.8% \| 13.9%	-
APD	Air Products and Chemicals	3.2K	$823.7K	2.5%	0% \| -1.5%	0% \| -3.3%	-1.8% \| -12.7%	-13.8% \| -26.6%
APP	AppLovin	-1.9K	$-432.0K	-1.3%	0% \| 6.4%	0% \| 16.4%	1.8% \| 24.0%	-
AWK	American Water Works Co	9.6K	$1.4M	4.4%	0% \| -0.3%	0% \| 5.3%	-1.8% \| 1.2%	0.6% \| 19.2%
BAH	Booz Allen Hamilton Holding	-3.4K	$-376.8K	-1.2%	0% \| -0.9%	0% \| -3.0%	1.8% \| 3.1%	-
BG	Bunge Global SA	19.4K	$1.5M	4.6%	0% \| 0.2%	0% \| 2.8%	-1.9% \| -0.4%	-5.4% \| -10.1%
BKNG	Booking	239.0	$1.1M	3.4%	0% \| -1.6%	0% \| -1.6%	-1.6% \| -2.7%	-4.8% \| -10.5%
BPOP	Popular	8.3K	$698.8K	2.2%	0% \| -0.7%	0% \| -3.5%	-1.9% \| -9.5%	-5.4% \| -20.0%
BROS	Dutch Bros	-5.1K	$-293.1K	-0.9%	0% \| 0.2%	0% \| 4.4%	1.8% \| 14.5%	-
BX	Blackstone	-3.7K	$-473.4K	-1.5%	0% \| 3.1%	0% \| 5.8%	-12.9% \| 2.4%	-29.0% \| 4.7%
CMCSA	Comcast	41.7K	$1.4M	4.3%	0% \| -2.5%	0% \| -4.6%	-1.9% \| -8.8%	8.8% \| 0%
CRBG	Corebridge Financial	20.8K	$568.6K	1.8%	0% \| -1.9%	0% \| -5.4%	-1.9% \| -17.7%	-
CRDO	Credo Technology Holding	-8.1K	$-306.7K	-0.9%	0% \| 3.7%	0% \| 12.8%	1.8% \| 20.8%	-
CVNA	Carvana Co	-2.6K	$-542.3K	-1.7%	0% \| 2.1%	0% \| 5.1%	1.8% \| -16.7%	-34.0% \| -31.1%
CVS	CVS Health	15.1K	$1.0M	3.2%	0% \| -0.5%	0% \| -2.3%	-	-
DASH	DoorDash	-2.4K	$-434.3K	-1.3%	0% \| 1.2%	0% \| 4.9%	1.8% \| 7.6%	5.3% \| 0.7%
DE	Deere & Co	2.6K	$1.2M	3.6%	0% \| -1.9%	0% \| 0%	-1.9% \| -7.4%	-5.3% \| -0.1%
DKNG	DraftKings	-12.5K	$-419.9K	-1.3%	0% \| -0.2%	0% \| 6.2%	-47.8% \| -28.9%	-
DKS	Dick's Sporting Goods	-2.1K	$-384.8K	-1.2%	0% \| 2.0%	0% \| 8.7%	1.8% \| 10.5%	5.3% \| 24.5%
DLR	Digital Realty	-3.1K	$-463.8K	-1.4%	0% \| -1.3%	0% \| -1.7%	1.9% \| 3.7%	-36.2% \| -15.4%
DUOL	Duolingo	-1.7K	$-557.8K	-1.7%	0% \| -0.4%	0% \| 3.3%	1.8% \| -6.4%	-8.6% \| -10.8%
EBAY	eBay	15.3K	$1.0M	3.1%	0% \| 0%	0% \| 5.7%	-1.8% \| -4.4%	-27.9% \| -27.6%
EQIX	Equinix	-533.0	$-415.0K	-1.3%	0% \| 1.1%	0% \| 2.4%	1.8% \| 10.6%	5.3% \| 18.1%
FGXXX	First American Government Obligations 12/01/2031	304.2K	$304.2K	0.9%	24.1% \| 24.1%	64.5% \| 64.5%	733.9% \| 733.9%	-14.3% \| -14.3%
FIS	Fidelity National INF Services	15.9K	$1.1M	3.4%	0% \| -2.1%	0% \| -5.2%	-1.9% \| -9.4%	-5.4% \| -16.8%
HOOD	Robinhood Markets	-10.8K	$-439.2K	-1.4%	0% \| 7.8%	0% \| 3.7%	1.8% \| 6.8%	15.5% \| 24.6%
ICE	Intercontinental EXCH	8.0K	$1.3M	3.9%	0% \| -0.9%	0% \| 1.0%	-1.8% \| -10.5%	-21.2% \| -15.7%
LHX	L3Harris TECH	4.8K	$1.0M	3.2%	0% \| -0.9%	0% \| 2.1%	-1.8% \| 0.8%	-5.4% \| -3.3%
LW	Lamb Weston	25.8K	$1.4M	4.3%	0% \| -2.3%	0% \| -3.4%	-1.8% \| -0.5%	23.0% \| 11.3%
MMM	3M Co	8.6K	$1.1M	3.5%	0% \| -3.5%	0% \| -5.7%	-1.8% \| -16.4%	-13.4% \| -18.0%
MO	Altria	21.1K	$1.2M	3.7%	0% \| -0.4%	0% \| 1.6%	-1.9% \| -3.0%	-5.3% \| 6.2%
MSCI	MSCI	1.9K	$1.0M	3.1%	0% \| -2.5%	0% \| -1.2%	-1.9% \| -6.6%	-5.2% \| -14.4%
MTN	Vail Resorts	8.4K	$1.2M	3.6%	0% \| -1.8%	0% \| -4.9%	-1.8% \| -17.6%	0.5% \| -25.2%
NEM	Newmont	38.8K	$2.2M	6.7%	0% \| 2.5%	0% \| 14.8%	-1.9% \| 14.4%	-5.4% \| 28.0%
NKE	NIKE	13.0K	$696.8K	2.2%	0% \| -2.3%	0% \| -9.7%	-1.8% \| -28.0%	-
OLLI	Ollie's Bargain OUTL	-4.4K	$-487.8K	-1.5%	0% \| 3.9%	0% \| 0.1%	1.8% \| 0%	5.3% \| -7.3%
ORI	Old Republic International	36.8K	$1.4M	4.3%	0% \| -0.1%	0% \| 1.8%	-1.8% \| -1.8%	-5.4% \| 1.6%
PLNT	Planet Fitness	-3.2K	$-306.6K	-0.9%	0% \| 1.8%	0% \| 0.1%	1.8% \| 7.9%	-
PSX	Phillips 66	8.3K	$802.1K	2.5%	0% \| 0.4%	0% \| -6.4%	-1.8% \| -26.5%	-
SF	Stifel Financial	-5.1K	$-425.7K	-1.3%	0% \| 2.4%	0% \| 3.1%	-11.5% \| 5.5%	-7.5% \| 18.2%
SFM	Sprouts Farmers Market	-3.5K	$-555.3K	-1.7%	0% \| 0.5%	0% \| -3.8%	1.8% \| -11.1%	2.2% \| -11.4%
SLM	SLM	22.4K	$589.8K	1.8%	0% \| -1.4%	0% \| -3.6%	-1.8% \| -14.3%	-5.4% \| -11.8%
SN	SharkNinja	-4.1K	$-303.0K	-0.9%	0% \| 1.4%	0% \| 6.5%	-	-
SPGI	S&P Global	2.0K	$927.5K	2.9%	0% \| -1.4%	0% \| -2.1%	-1.8% \| -8.0%	-5.3% \| -11.5%
T	AT&T	46.6K	$1.3M	3.9%	0% \| -1.7%	0% \| 3.2%	-1.9% \| -1.2%	-23.2% \| -5.2%
TSLA	Tesla	-1.9K	$-464.3K	-1.4%	0% \| 4.9%	0% \| 11.3%	1.8% \| -0.5%	-
UBER	Uber TECH	13.3K	$974.1K	3.0%	0% \| -1.3%	0% \| 0.5%	-1.8% \| -1.8%	5.9% \| 15.4%
UNP	Union Pacific	3.4K	$742.7K	2.3%	0% \| -1.6%	0% \| -3.1%	-1.8% \| -10.1%	-40.6% \| -44.2%
USB	US Bancorp	16.4K	$621.5K	1.9%	0% \| -2.1%	0% \| -3.8%	-1.9% \| -13.0%	-5.4% \| -29.7%
V	Visa	4.0K	$1.3M	4.1%	0% \| -1.3%	0% \| -0.3%	-1.8% \| -4.3%	-5.3% \| -0.8%
VST	Vistra	-3.6K	$-422.5K	-1.3%	0% \| -0.1%	0% \| 1.8%	1.8% \| 12.2%	-
VTRS	Viatris	137.1K	$1.0M	3.1%	0% \| -1.2%	0% \| -5.1%	4.9% \| -17.7%	31.1% \| -14.9%
WEC	WEC Energy	6.8K	$731.8K	2.3%	0% \| -0.8%	0% \| 2.9%	-1.8% \| -2.0%	-5.3% \| 6.3%
WSM	Williams-Sonoma	-2.7K	$-369.5K	-1.1%	0% \| 4.2%	0% \| 13.5%	-36.7% \| -12.6%	-
XOM	Exxon Mobil	13.7K	$1.4M	4.4%	0% \| 1.1%	0% \| -1.5%	-1.8% \| -11.4%	-5.3% \| -11.6%
ZBH	ZIMMER BIOMET	12.7K	$1.2M	3.8%	0% \| -0.3%	0% \| -6.3%	-1.9% \| -15.7%	-13.8% \| -21.5%
not investment advice - use at own risk - see terms - data by leatherback asset management

dbmfwatch - LBAY \| 2025-04-17 \| history
		2025-04-17			2025-04-16 (1d)			2025-04-10 (1wk)			2025-03-20 (4wk)			2025-01-16 (13wk)			2024-10-17 (26wk)			2024-04-18 (52wk)
symbol	description	shares	value	pct	shares	value	pct	shares	value	pct	shares	value	pct	shares	value	pct	shares	value	pct	shares	value	pct
-cash-	Cash & Other	2.1M	$2.1M	6.6%	2.2M	$2.2M	6.7%	2.3M	$2.3M	7.0%	2.1M	$2.1M	6.0%	3.7M	$3.7M	10.9%	2.2M	$2.2M	5.3%	3.2M	$3.2M	7.3%
00123Q872	AGNC Investment	61.6K	$1.5M	4.6%	61.6K	$1.5M	4.5%	61.6K	$1.5M	4.7%	62.8K	$1.6M	4.6%	65.1K	$1.6M	4.7%	70.9K	$1.7M	4.1%	76.7K	$1.8M	4.2%
26884U208	EPR Properties	62.9K	$1.4M	4.2%	62.9K	$1.4M	4.2%	62.9K	$1.3M	4.2%	64.1K	$1.5M	4.3%	66.5K	$1.4M	4.2%	72.4K	$1.6M	3.8%	71.0K	$1.3M	3.0%
AAPL	Apple	-2.1K	$-414.8K	-1.3%	-2.1K	$-431.6K	-1.3%	-2.1K	$-424.5K	-1.3%	-2.2K	$-468.1K	-1.4%	-	-	-	-	-	-	-3.7K	$-614.4K	-1.4%
ABBV	AbbVie	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	11.7K	$1.9M	4.5%
AFRM	Affirm	-7.8K	$-317.4K	-1.0%	-7.8K	$-323.9K	-1.0%	-7.8K	$-345.0K	-1.1%	-7.9K	$-378.5K	-1.1%	-6.6K	$-383.3K	-1.1%	-	-	-	-	-	-
AGI	Alamos Gold	26.7K	$810.0K	2.5%	26.7K	$791.3K	2.4%	26.7K	$708.8K	2.2%	27.2K	$710.9K	2.0%	-	-	-	-	-	-	-	-	-
APD	Air Products and Chemicals	3.2K	$823.7K	2.5%	3.2K	$836.2K	2.6%	3.2K	$851.7K	2.7%	3.2K	$944.0K	2.7%	3.7K	$1.1M	3.3%	4.5K	$1.5M	3.5%	6.8K	$1.5M	3.6%
APP	AppLovin	-1.9K	$-432.0K	-1.3%	-1.9K	$-461.5K	-1.4%	-1.9K	$-516.9K	-1.6%	-1.9K	$-568.8K	-1.6%	-	-	-	-	-	-	-	-	-
AVGO	Broadcom	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-3.5K	$-626.8K	-1.5%	-671.0	$-860.6K	-2.0%
AWK	American Water Works Co	9.6K	$1.4M	4.4%	9.6K	$1.4M	4.4%	9.6K	$1.3M	4.2%	9.8K	$1.4M	4.0%	9.6K	$1.2M	3.5%	10.4K	$1.5M	3.5%	13.9K	$1.6M	3.7%
BAH	Booz Allen Hamilton Holding	-3.4K	$-376.8K	-1.2%	-3.4K	$-373.4K	-1.1%	-3.4K	$-365.9K	-1.1%	-3.4K	$-388.7K	-1.1%	-	-	-	-	-	-	-	-	-
BERY	Berry Global	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	23.0K	$1.6M	3.8%	-	-	-
BG	Bunge Global SA	19.4K	$1.5M	4.6%	19.4K	$1.5M	4.5%	19.4K	$1.4M	4.5%	19.7K	$1.5M	4.3%	20.5K	$1.6M	4.8%	21.2K	$2.0M	4.7%	21.7K	$2.3M	5.3%
BKNG	Booking	239.0	$1.1M	3.4%	239.0	$1.1M	3.4%	239.0	$1.1M	3.5%	243.0	$1.1M	3.2%	251.0	$1.2M	3.6%	271.0	$1.2M	2.8%	-	-	-
BLK	BlackRock	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-939.0	$-707.8K	-1.6%
BPOP	Popular	8.3K	$698.8K	2.2%	8.3K	$703.4K	2.2%	8.3K	$723.9K	2.3%	8.5K	$771.9K	2.2%	8.8K	$873.7K	2.6%	-	-	-	-	-	-
BROS	Dutch Bros	-5.1K	$-293.1K	-0.9%	-5.1K	$-293.8K	-0.9%	-5.1K	$-306.6K	-1.0%	-5.2K	$-342.8K	-1.0%	-	-	-	-	-	-	-	-	-
BURL	Burlington Stores	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-1.9K	$-487.9K	-1.1%	-2.0K	$-365.8K	-0.9%
BX	Blackstone	-3.7K	$-473.4K	-1.5%	-3.7K	$-488.6K	-1.5%	-3.7K	$-502.6K	-1.6%	-3.2K	$-485.1K	-1.4%	-2.8K	$-496.9K	-1.5%	-	-	-	-	-	-
CARR	Carrier Global	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	10.3K	$830.9K	1.9%	20.2K	$1.1M	2.5%
CMCSA	Comcast	41.7K	$1.4M	4.3%	41.7K	$1.4M	4.4%	41.7K	$1.5M	4.6%	42.5K	$1.5M	4.4%	38.3K	$1.4M	4.1%	41.7K	$1.8M	4.2%	42.6K	$1.7M	3.9%
CMG	Chipotle Mexican Grill	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-10.9K	$-642.5K	-1.5%	-265.0	$-769.3K	-1.8%
CRBG	Corebridge Financial	20.8K	$568.6K	1.8%	20.8K	$579.4K	1.8%	20.8K	$601.3K	1.9%	21.2K	$691.0K	2.0%	-	-	-	-	-	-	-	-	-
CRDO	Credo Technology Holding	-8.1K	$-306.7K	-0.9%	-8.1K	$-318.5K	-1.0%	-8.1K	$-351.8K	-1.1%	-8.3K	$-387.4K	-1.1%	-	-	-	-	-	-	-	-	-
CRWD	Crowdstrike	-	-	-	-	-	-	-	-	-	-	-	-	-1.2K	$-447.8K	-1.3%	-	-	-	-	-	-
CVNA	Carvana Co	-2.6K	$-542.3K	-1.7%	-2.6K	$-554.0K	-1.7%	-2.6K	$-571.2K	-1.8%	-2.6K	$-464.7K	-1.3%	-1.9K	$-413.7K	-1.2%	-4.4K	$-857.3K	-2.0%	-	-	-
CVS	CVS Health	15.1K	$1.0M	3.2%	15.1K	$1.0M	3.2%	15.1K	$1.1M	3.3%	-	-	-	-	-	-	24.9K	$1.6M	3.8%	-	-	-
DAL	Delta Air Lines	-	-	-	-	-	-	-	-	-	-	-	-	-8.7K	$-571.0K	-1.7%	-	-	-	-	-	-
DASH	DoorDash	-2.4K	$-434.3K	-1.3%	-2.4K	$-439.5K	-1.4%	-2.4K	$-456.6K	-1.4%	-2.5K	$-470.2K	-1.4%	-2.6K	$-437.6K	-1.3%	-5.1K	$-767.6K	-1.8%	-6.7K	$-873.2K	-2.0%
DE	Deere & Co	2.6K	$1.2M	3.6%	2.6K	$1.2M	3.7%	2.6K	$1.2M	3.7%	2.6K	$1.3M	3.7%	2.7K	$1.2M	3.5%	2.8K	$1.1M	2.7%	-	-	-
DIS	Walt Disney Co/The	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	13.7K	$1.5M	3.6%
DKNG	DraftKings	-12.5K	$-419.9K	-1.3%	-12.5K	$-418.9K	-1.3%	-12.5K	$-447.7K	-1.4%	-8.5K	$-325.8K	-0.9%	-	-	-	-	-	-	-	-	-
DKS	Dick's Sporting Goods	-2.1K	$-384.8K	-1.2%	-2.1K	$-392.5K	-1.2%	-2.1K	$-421.6K	-1.3%	-2.2K	$-429.9K	-1.2%	-2.2K	$-509.6K	-1.5%	-2.5K	$-521.0K	-1.2%	-2.2K	$-430.1K	-1.0%
DLR	Digital Realty	-3.1K	$-463.8K	-1.4%	-3.1K	$-457.7K	-1.4%	-3.1K	$-456.3K	-1.4%	-3.2K	$-481.8K	-1.4%	-2.3K	$-401.9K	-1.2%	-3.4K	$-550.1K	-1.3%	-5.0K	$-682.6K	-1.6%
DPZ	Domino's Pizza	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	2.7K	$1.3M	3.0%
DUOL	Duolingo	-1.7K	$-557.8K	-1.7%	-1.7K	$-555.7K	-1.7%	-1.7K	$-576.6K	-1.8%	-1.7K	$-524.2K	-1.5%	-1.6K	$-503.3K	-1.5%	-2.3K	$-658.1K	-1.6%	-	-	-
EBAY	eBay	15.3K	$1.0M	3.1%	15.3K	$1.0M	3.1%	15.3K	$950.2K	3.0%	15.6K	$1.1M	3.0%	21.3K	$1.4M	4.1%	21.6K	$1.4M	3.4%	-	-	-
EQIX	Equinix	-533.0	$-415.0K	-1.3%	-533.0	$-419.7K	-1.3%	-533.0	$-425.0K	-1.3%	-543.0	$-464.4K	-1.3%	-563.0	$-506.7K	-1.5%	-613.0	$-539.6K	-1.3%	-897.0	$-658.9K	-1.5%
EVR	Evercore	-	-	-	-	-	-	-	-	-	-	-	-	-1.8K	$-492.9K	-1.4%	-1.9K	$-536.4K	-1.3%	-	-	-
FGXXX	First American Government Obligations 12/01/2031	304.2K	$304.2K	0.9%	245.2K	$245.2K	0.8%	185.0K	$185.0K	0.6%	36.5K	$36.5K	0.1%	355.0K	$355.0K	1.1%	1.5M	$1.5M	3.4%	538.2K	$538.2K	1.2%
FIS	Fidelity National INF Services	15.9K	$1.1M	3.4%	15.9K	$1.1M	3.4%	15.9K	$1.2M	3.6%	16.2K	$1.2M	3.5%	16.8K	$1.3M	3.9%	23.3K	$2.1M	4.9%	34.5K	$2.4M	5.6%
FIVE	Five Below	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-3.3K	$-501.0K	-1.2%
FIX	Comfort Systems USA	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-1.4K	$-563.5K	-1.3%	-1.5K	$-440.2K	-1.0%
GEHC	GE HealthCare TECH	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	19.3K	$1.6M	3.8%
HOOD	Robinhood Markets	-10.8K	$-439.2K	-1.4%	-10.8K	$-476.2K	-1.5%	-10.8K	$-456.0K	-1.4%	-11.0K	$-471.0K	-1.4%	-12.8K	$-582.1K	-1.7%	-	-	-	-	-	-
ICE	Intercontinental EXCH	8.0K	$1.3M	3.9%	8.0K	$1.3M	4.0%	8.0K	$1.3M	3.9%	8.2K	$1.4M	4.1%	10.2K	$1.5M	4.5%	10.5K	$1.7M	4.1%	13.9K	$1.8M	4.2%
IR	Ingersoll Rand	-	-	-	-	-	-	-	-	-	-	-	-	-4.6K	$-412.7K	-1.2%	-	-	-	-	-	-
JNJ	Johnson & Johnson	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	8.8K	$1.3M	3.0%
KDP	Keurig Dr Pepper	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	29.0K	$1.1M	2.5%	35.7K	$1.1M	2.5%
KKR	KKR & Co	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-5.4K	$-732.8K	-1.7%	-	-	-
KO	Coca-Cola Co/The	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	14.9K	$1.1M	2.5%	19.1K	$1.1M	2.6%
LHX	L3Harris TECH	4.8K	$1.0M	3.2%	4.8K	$1.1M	3.2%	4.8K	$1.0M	3.2%	4.9K	$1.0M	3.0%	5.0K	$1.1M	3.2%	5.5K	$1.4M	3.2%	7.7K	$1.6M	3.6%
LLY	Eli Lilly & Co	-	-	-	-	-	-	-	-	-	-	-	-	-672.0	$-501.8K	-1.5%	-	-	-	-	-	-
LULU	Lululemon Athletica	-	-	-	-	-	-	-	-	-	-	-	-	-1.3K	$-503.6K	-1.5%	-	-	-	-	-	-
LW	Lamb Weston	25.8K	$1.4M	4.3%	25.8K	$1.4M	4.3%	25.8K	$1.4M	4.5%	26.3K	$1.4M	4.0%	21.0K	$1.2M	3.6%	28.2K	$2.0M	4.6%	15.9K	$1.3M	3.0%
MDT	Medtronic	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	17.6K	$1.6M	3.7%	20.3K	$1.6M	3.7%
MMM	3M Co	8.6K	$1.1M	3.5%	8.6K	$1.2M	3.6%	8.6K	$1.2M	3.7%	8.7K	$1.3M	3.9%	9.9K	$1.4M	4.0%	13.5K	$1.8M	4.3%	13.1K	$1.2M	2.8%
MO	Altria	21.1K	$1.2M	3.7%	21.1K	$1.2M	3.7%	21.1K	$1.2M	3.7%	21.5K	$1.2M	3.6%	22.3K	$1.1M	3.4%	33.6K	$1.7M	4.0%	-	-	-
MSCI	MSCI	1.9K	$1.0M	3.1%	1.9K	$1.0M	3.2%	1.9K	$1.0M	3.2%	1.9K	$1.1M	3.1%	2.0K	$1.2M	3.5%	2.1K	$1.3M	3.0%	-	-	-
MTN	Vail Resorts	8.4K	$1.2M	3.6%	8.4K	$1.2M	3.6%	8.4K	$1.2M	3.8%	8.5K	$1.4M	4.0%	8.4K	$1.5M	4.5%	7.0K	$1.2M	2.8%	5.7K	$1.3M	2.9%
MU	Micron Technology	-	-	-	-	-	-	-	-	-	-	-	-	-3.3K	$-345.4K	-1.0%	-	-	-	-	-	-
NEM	Newmont	38.8K	$2.2M	6.7%	38.8K	$2.1M	6.5%	38.8K	$1.9M	5.9%	39.5K	$1.9M	5.5%	40.9K	$1.7M	5.0%	37.6K	$2.1M	5.0%	40.7K	$1.6M	3.6%
NFLX	Netflix	-	-	-	-	-	-	-	-	-	-435.0	$-417.4K	-1.2%	-	-	-	-	-	-	-	-	-
NKE	NIKE	13.0K	$696.8K	2.2%	13.0K	$713.5K	2.2%	13.0K	$771.9K	2.4%	13.3K	$967.7K	2.8%	-	-	-	-	-	-	-	-	-
NTR	Nutrien	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	13.8K	$716.6K	1.7%
OLLI	Ollie's Bargain OUTL	-4.4K	$-487.8K	-1.5%	-4.4K	$-507.8K	-1.6%	-4.4K	$-488.1K	-1.5%	-4.5K	$-487.8K	-1.4%	-4.7K	$-454.4K	-1.3%	-7.4K	$-706.2K	-1.7%	-9.0K	$-642.0K	-1.5%
ORI	Old Republic International	36.8K	$1.4M	4.3%	36.8K	$1.4M	4.3%	36.8K	$1.4M	4.3%	37.5K	$1.4M	4.1%	38.9K	$1.4M	4.0%	56.0K	$2.0M	4.8%	67.3K	$1.9M	4.5%
PCH	PotlatchDeltic	-	-	-	-	-	-	-	-	-	-	-	-	24.7K	$1.0M	3.0%	26.9K	$1.2M	2.8%	29.1K	$1.2M	2.8%
PKG	Packaging of America	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	10.3K	$1.8M	4.2%
PLD	Prologis	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-4.9K	$-526.3K	-1.2%
PLNT	Planet Fitness	-3.2K	$-306.6K	-0.9%	-3.2K	$-312.1K	-1.0%	-3.2K	$-307.0K	-1.0%	-3.3K	$-332.9K	-1.0%	-	-	-	-8.9K	$-708.8K	-1.7%	-10.4K	$-619.6K	-1.4%
PSX	Phillips 66	8.3K	$802.1K	2.5%	8.3K	$799.1K	2.5%	8.3K	$856.6K	2.7%	8.5K	$1.1M	3.1%	-	-	-	-	-	-	-	-	-
PWR	Quanta Services	-	-	-	-	-	-	-	-	-	-	-	-	-1.3K	$-428.2K	-1.3%	-	-	-	-	-	-
RBLX	ROBLOX	-	-	-	-	-	-	-	-	-	-	-	-	-8.9K	$-569.6K	-1.7%	-	-	-	-	-	-
RCL	Royal Caribbean Cruises	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-3.4K	$-694.6K	-1.6%	-5.1K	$-650.3K	-1.5%
RIO	Rio Tinto	-	-	-	-	-	-	-	-	-	19.2K	$1.2M	3.5%	19.9K	$1.2M	3.5%	21.7K	$1.4M	3.4%	16.5K	$1.1M	2.5%
SF	Stifel Financial	-5.1K	$-425.7K	-1.3%	-5.1K	$-436.1K	-1.3%	-5.1K	$-439.4K	-1.4%	-4.6K	$-450.4K	-1.3%	-4.7K	$-520.7K	-1.5%	-8.0K	$-809.7K	-1.9%	-11.0K	$-815.3K	-1.9%
SFM	Sprouts Farmers Market	-3.5K	$-555.3K	-1.7%	-3.5K	$-557.9K	-1.7%	-3.5K	$-535.2K	-1.7%	-3.5K	$-499.6K	-1.4%	-3.6K	$-498.4K	-1.5%	-	-	-	-	-	-
SHOP	Shopify	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-6.8K	$-560.7K	-1.3%	-	-	-
SITE	SiteOne Landscape Supply	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-3.5K	$-522.2K	-1.2%	-3.8K	$-616.2K	-1.4%
SLM	SLM	22.4K	$589.8K	1.8%	22.4K	$598.1K	1.8%	22.4K	$611.5K	1.9%	22.9K	$688.5K	2.0%	23.7K	$668.7K	2.0%	-	-	-	-	-	-
SN	SharkNinja	-4.1K	$-303.0K	-0.9%	-4.1K	$-307.2K	-0.9%	-4.1K	$-323.9K	-1.0%	-	-	-	-	-	-	-	-	-	-	-	-
SOLV	Solventum	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	12.6K	$899.6K	2.1%	13.6K	$841.4K	1.9%
SPGI	S&P Global	2.0K	$927.5K	2.9%	2.0K	$940.9K	2.9%	2.0K	$947.5K	3.0%	2.0K	$1.0M	2.9%	2.1K	$1.0M	3.1%	2.3K	$1.2M	2.9%	2.5K	$1.0M	2.4%
SQ	Block	-	-	-	-	-	-	-	-	-	-	-	-	-5.5K	$-463.5K	-1.4%	-10.4K	$-763.6K	-1.8%	-9.3K	$-686.7K	-1.6%
T	AT&T	46.6K	$1.3M	3.9%	46.6K	$1.3M	4.0%	46.6K	$1.2M	3.8%	47.5K	$1.3M	3.7%	60.7K	$1.3M	3.9%	58.5K	$1.3M	3.0%	-	-	-
TOL	Toll Brothers	-	-	-	-	-	-	-	-	-	-	-	-	-4.1K	$-545.5K	-1.6%	-	-	-	-	-	-
TSLA	Tesla	-1.9K	$-464.3K	-1.4%	-1.9K	$-488.4K	-1.5%	-1.9K	$-523.2K	-1.6%	-2.0K	$-461.8K	-1.3%	-	-	-	-3.1K	$-692.8K	-1.6%	-4.7K	$-729.7K	-1.7%
TXRH	Texas Roadhouse	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-3.3K	$-603.9K	-1.4%	-	-	-
UBER	Uber TECH	13.3K	$974.1K	3.0%	13.3K	$986.9K	3.0%	13.3K	$969.0K	3.0%	13.6K	$991.9K	2.9%	12.6K	$844.1K	2.5%	-	-	-	-	-	-
UNP	Union Pacific	3.4K	$742.7K	2.3%	3.4K	$754.7K	2.3%	3.4K	$766.5K	2.4%	3.5K	$825.7K	2.4%	5.8K	$1.3M	3.9%	5.8K	$1.4M	3.4%	6.3K	$1.4M	3.3%
USB	US Bancorp	16.4K	$621.5K	1.9%	16.4K	$634.8K	2.0%	16.4K	$645.8K	2.0%	16.7K	$714.5K	2.1%	17.4K	$883.7K	2.6%	-	-	-	-	-	-
V	Visa	4.0K	$1.3M	4.1%	4.0K	$1.4M	4.2%	4.0K	$1.3M	4.2%	4.1K	$1.4M	4.0%	4.3K	$1.3M	4.0%	5.0K	$1.4M	3.4%	7.9K	$2.1M	5.0%
VRT	Vertiv Co	-	-	-	-	-	-	-	-	-	-	-	-	-2.5K	$-327.5K	-1.0%	-7.0K	$-785.5K	-1.9%	-6.5K	$-534.3K	-1.2%
VST	Vistra	-3.6K	$-422.5K	-1.3%	-3.6K	$-422.0K	-1.3%	-3.6K	$-430.3K	-1.4%	-3.7K	$-481.4K	-1.4%	-	-	-	-	-	-	-	-	-
VTRS	Viatris	137.1K	$1.0M	3.1%	137.1K	$1.0M	3.2%	137.1K	$1.1M	3.3%	130.7K	$1.2M	3.5%	104.6K	$1.2M	3.5%	148.2K	$1.8M	4.1%	-	-	-
WEC	WEC Energy	6.8K	$731.8K	2.3%	6.8K	$737.9K	2.3%	6.8K	$711.3K	2.2%	6.9K	$746.8K	2.1%	7.2K	$688.1K	2.0%	-	-	-	-	-	-
WM	Waste Management	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-	8.0K	$1.6M	3.8%
WSM	Williams-Sonoma	-2.7K	$-369.5K	-1.1%	-2.7K	$-385.5K	-1.2%	-2.7K	$-427.0K	-1.3%	-2.0K	$-328.2K	-0.9%	-	-	-	-	-	-	-	-	-
XOM	Exxon Mobil	13.7K	$1.4M	4.4%	13.7K	$1.4M	4.4%	13.7K	$1.5M	4.5%	14.0K	$1.6M	4.7%	14.5K	$1.6M	4.8%	17.4K	$2.1M	4.9%	19.9K	$2.4M	5.5%
ZBH	ZIMMER BIOMET	12.7K	$1.2M	3.8%	12.7K	$1.2M	3.8%	12.7K	$1.3M	4.1%	13.0K	$1.5M	4.2%	14.8K	$1.6M	4.6%	14.6K	$1.5M	3.6%	17.1K	$2.1M	4.8%
not investment advice - use at own risk - see terms - data by leatherback asset management

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