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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #402,539 out of 781,066 TipRanks' Investors
Success Rate
51%
52 out of 103
profitable transactions
Average Return
1.24%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.18% AZO
7.26% HESAF
5.41% FICO
5.05% MKL
3.81% TDG
69.29% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
30.80% Consumer Cyclical
21.02% Industrials
16.28% Technology
12.94% Financial
12.16% Healthcare
6.80% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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EME
EMCOR Group
$506.47
$4.52
(0.88%)
premium
2 Buy
0 Hold
1 Sell
Moderate Buy
premium
$23.51B
126.85%
FICO
Fair Isaac
$1900.54
$69.14
(3.51%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$47.96B
51.99%
DE:DO2
Deckers Outdoor
€205.20
€7.7
(3.9%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
€30.67B
70.96%
DECK
Deckers Outdoor
$209.91
$1.69
(0.81%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.63B
70.96%
COST
Costco
$943.19
$23.44
(2.55%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$408.28B
37.23%
DG
Dollar General
$68.44
$0.82
(1.18%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$15.23B
-49.67%
HSY
The Hershey Company
$152.87
$1.15
(0.75%)
premium
0 Buy
14 Hold
5 Sell
Moderate Sell
premium
$31.17B
-20.16%
AAON
Aaon
$130.18
$1.35
(1.03%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$10.69B
85.05%
CSL
Carlisle Companies
$399.85
$4.45
(1.13%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.92B
28.94%
GB:0FRJ
Rational
€824.50
€11
(1.35%)
premium
2 Buy
8 Hold
2 Sell
Hold
premium
€9.33B
13.49%
RLI
RLI
$77.63
$0.2
(0.26%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$7.13B
9.96%
TDG
Transdigm Group
$1340.02
$18
(1.36%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$74.34B
27.26%
AZO
AutoZone
$3228.40
$34.44
(1.08%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$53.60B
18.56%
DE:DS81
DSV A/S
€189.85
€3.55
(1.84%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
€45.36B
13.01%
DE:LU3B
L E Lundbergfoeretagen AB
€44.02
€0.4
(0.92%)
premium
premium
€11.07B
-1.12%
ESLOY
EssilorLuxottica SA
$126.10
$2.73
(2.21%)
premium
premium
$113.06B
29.74%
GB:0XXT
Atlas Copco AB
kr185.32
kr3.092
(1.7%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
kr856.17B
12.58%
GGG
Graco
$85.14
$0.395
(0.47%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$14.36B
0.33%
HEI
HEICO
$237.06
$1.48
(0.63%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$28.64B
33.52%
ROP
Roper Technologies
$522.32
$3.22
(0.62%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$55.66B
-3.62%
SHW
Sherwin-Williams Company
$353.98
$0.19
(0.05%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$89.20B
15.54%
SYK
Stryker
$383.42
$1.63
(0.43%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$145.54B
21.83%
DE:AP3
Air Products and Chemicals
€307.60
€8.3
(2.77%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
€67.28B
22.22%
DE:FP3
NextEra Energy
€69.42
€0.24
(0.35%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
€142.28B
22.74%
DE:MG8
Mcgrath Rentcorp
€114.00
€2.462
(2.21%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
€2.83B
7.54%
DE:PGR
Progress Software
€62.00
€0.5
(0.81%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
€2.65B
8.84%
DE:RJF
Raymond James Financial
€160.00
€0
(0%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
€32.74B
52.19%
GB:0QQ2
Geberit AG
CHF495.10
CHF4.424
(0.89%)
premium
3 Buy
2 Hold
4 Sell
Hold
premium
CHF16.62B
3.86%
HESAF
Hermes International
$2552.66
$27.465
(1.06%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$267.69B
27.03%
TTC
The Toro Company
$83.40
$0.89
(1.08%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$8.35B
-9.62%
WRB
W. R. Berkley Corporation
$59.50
$0.87
(1.44%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$23.01B
19.99%
DE:NEM
Nemetschek
€98.30
€0.1
(0.1%)
premium
4 Buy
8 Hold
2 Sell
Hold
premium
€11.37B
23.67%
HWKN
Hawkins
$114.32
$2.36
(2.11%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$2.34B
76.12%
INDB
Independent Bank
$67.04
$3.12
(4.88%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.71B
9.85%
ORCL
Oracle
$161.03
$1.49
(0.93%)
premium
15 Buy
11 Hold
1 Sell
Moderate Buy
premium
$446.23B
48.14%
PGR
Progressive
$243.68
$1.86
(0.76%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$143.84B
43.42%
WING
Wingstop
$272.92
$1.88
(0.68%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$8.03B
-0.93%
ADBE
Adobe
$429.99
$3.06
(0.72%)
premium
19 Buy
7 Hold
1 Sell
Moderate Buy
premium
$185.85B
-27.57%
CHD
Church & Dwight
$106.47
$0.2
(0.19%)
premium
6 Buy
5 Hold
2 Sell
Moderate Buy
premium
$26.04B
8.83%
DHR
Danaher
$238.36
$3.54
(1.46%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$174.72B
5.32%
EXPO
Exponent
$92.34
$0.41
(0.44%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$4.71B
3.36%
FAST
Fastenal Company
$76.08
$1.31
(1.75%)
premium
1 Buy
6 Hold
1 Sell
Hold
premium
$42.83B
12.00%
PG
Procter & Gamble
$161.13
$0.63
(0.39%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$377.98B
8.77%
RSG
Republic Services
$213.73
$1.81
(0.85%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$66.36B
27.41%
APH
Amphenol
$69.42
$0.44
(0.63%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$84.22B
43.58%
AVGO
Broadcom
$237.44
$8.03
(3.5%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.08T
107.57%
EXLS
Exlservice Holdings
$47.15
$0.09
(0.19%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.57B
49.11%
SNPS
Synopsys
$526.70
$10.89
(2.11%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$79.73B
6.55%
GIS
General Mills
$59.63
$0.47
(0.79%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$32.61B
-5.81%
POOL
Pool
$350.26
$0.72
(0.21%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$13.30B
-9.49%
AME
Ametek
$180.73
$0.13
(0.07%)
premium
7 Buy
1 Hold
1 Sell
Moderate Buy
premium
$41.83B
11.35%
CNI
Canadian National Railway
$101.52
$0.47
(0.46%)
premium
14 Buy
8 Hold
0 Sell
Moderate Buy
premium
$63.72B
-18.61%
ODFL
Old Dominion Freight
$189.55
$0.37
(0.19%)
premium
2 Buy
14 Hold
2 Sell
Hold
premium
$40.55B
-0.86%
ORLY
O'Reilly Auto
$1216.79
$12.07
(1%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$69.55B
19.82%
SPGI
S&P Global
$501.86
$3.3
(0.65%)
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$156.75B
14.16%
CPRT
Copart
$56.90
$0.5
(0.89%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$54.34B
18.12%
IEX
IDEX
$215.69
$0.89
(0.41%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$16.45B
5.04%
JBHT
JB Hunt
$172.45
$13.75
(7.38%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$18.77B
-12.44%
MED
Medifast
$15.52
$0.08
(0.51%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$170.63M
-70.18%
A
Agilent
$147.36
$2.64
(1.82%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$41.33B
12.95%
AALBF
Aalberts Industries N.V.
$33.35
$0
(0%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.79B
-6.71%
ALGN
Align Tech
$224.23
$5.32
(2.43%)
premium
7 Buy
1 Hold
1 Sell
Moderate Buy
premium
$16.34B
-15.23%
ALRM
Alarm
$61.36
$0.02
(0.03%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$3.03B
1.44%
ANSS
Ansys
$349.93
$5.51
(1.6%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$30.12B
6.60%
ATO
Atmos Energy
$145.37
$0.43
(0.3%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$22.53B
29.30%
CMI
Cummins
$366.34
$0.01
(<0.01%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$50.25B
57.10%
DE:AXL1
Axfood AB
€19.93
€0.135
(0.68%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
€4.37B
-11.31%
DE:EVD
CTS Eventim AG & Co. KGaA
€90.15
€0.6
(0.67%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
€8.60B
51.97%
DE:WOSB
Wolters Kluwer N.V.
€171.95
€2
(1.18%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
€38.50B
25.73%
FTNT
Fortinet
$94.23
$0.18
(0.19%)
premium
12 Buy
18 Hold
1 Sell
Moderate Buy
premium
$72.08B
53.44%
IT:PRY
Prysmian SpA
€68.62
€1.76
(2.63%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
€19.46B
69.01%
MCO
Moody's
$475.85
$3.15
(0.66%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$86.79B
24.18%
MKL
Markel
$1774.07
$5.03
(0.28%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$22.75B
23.91%
PSA
Public Storage
$296.07
$1.63
(0.55%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$52.15B
1.75%
VEEV
Veeva Systems
$216.59
$1.84
(0.86%)
premium
16 Buy
8 Hold
1 Sell
Moderate Buy
premium
$34.86B
5.91%
BIO
Bio-Rad Laboratories
$342.41
$2.06
(0.6%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.66B
12.59%
DE:SRT
Sartorius
€185.20
€3.6
(1.91%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
€14.61B
-23.40%
DE:SRT3
Sartorius
€232.00
€2
(0.85%)
premium
2 Buy
7 Hold
1 Sell
Hold
premium
€14.61B
-22.57%
EPAM
Epam Systems
$229.08
$0.01
(>0.01%)
premium
11 Buy
3 Hold
1 Sell
Moderate Buy
premium
$12.99B
-23.52%
NDRBF
NIBE Industrier AB
$3.50
$0
(0%)
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$7.40B
-29.21%
DE:E4S
Elia System Operator SA/NV
€67.15
€1.7
(2.6%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
€4.85B
-39.44%
SAM
Boston Beer
$252.43
$0.31
(0.12%)
premium
2 Buy
9 Hold
1 Sell
Hold
premium
$2.90B
-29.90%
SIGI
Selective Insurance Group
$93.28
$0.96
(1.02%)
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$5.73B
-10.96%
SSD
Simpson Manufacturing Co
$168.79
$1.79
(1.07%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$7.04B
-8.12%
DE:AFX
Carl Zeiss Meditec
€48.24
€2.04
(4.42%)
premium
1 Buy
7 Hold
2 Sell
Hold
premium
€4.13B
-53.21%
DE:SY1
Symrise
€98.56
€0.5
(0.51%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
€13.71B
3.61%
ISRG
Intuitive Surgical
$592.64
$8.56
(1.47%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$208.04B
59.34%
TYL
Tyler Technologies
$569.33
$6.1
(1.06%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$24.63B
34.23%
BESIY
BE Semiconductor
$153.37
$0.37
(0.24%)
premium
premium
$12.31B
-2.25%
FI
Fiserv
$208.58
$2.32
(1.12%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$117.35B
51.35%
SGFEF
Siegfried Holding AG
$965.00
$0
(0%)
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$4.57B
26.60%
WSO
Watsco
$496.28
$7.88
(1.61%)
premium
1 Buy
5 Hold
0 Sell
Hold
premium
$19.83B
26.29%
AJG
Arthur J Gallagher & Co
$294.82
$0.97
(0.33%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$73.89B
24.42%
ENSG
The Ensign Group
$136.79
$0.46
(0.34%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.81B
17.92%
VRTX
Vertex Pharmaceuticals
$422.00
$5.04
(1.21%)
premium
16 Buy
8 Hold
2 Sell
Moderate Buy
premium
$107.38B
-2.54%
ZURVY
Zurich Insurance Group AG
$29.61
$0.01
(0.03%)
premium
premium
$83.17B
19.25%
DE:ZFI1
Zurich Insurance Group AG
€28.20
€0.8
(2.76%)
premium
premium
€80.63B
19.25%
DE:ZFIN
Zurich Insurance Group
€305.60
€0
(0%)
premium
2 Buy
7 Hold
3 Sell
Hold
premium
€80.63B
19.53%
MGRC
Mcgrath Rentcorp
$118.28
$0.245
(0.21%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.92B
7.54%
RJF
Raymond James Financial
$167.01
$2.11
(1.28%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$33.77B
52.19%