Predicted best stocks:
SCORE CUSIP NAME
-----------------GROUP 1
6.43 50540R409 LABORATORY CORP AMER HLDGS COM NEW (LH, CIK-920148)
5.95 156782104 CERNER CORP COM (CERN, CIK-804753)
5.49 03073E105 AMERISOURCEBERGEN CORP COM (ABC, CIK-1140859)
5.42 071813109 BAXTER INTL INC COM (BAX, CIK-10456)
5.22 78409V104 S&P GLOBAL INC COM - S&P Global Inc. (SPGI, CIK-64040)
5.07 24906P109 DENTSPLY SIRONA INC COM (XRAY, CIK-818479)
4.98 235851102 DANAHER CORPORATION COM (DHR, DHR-PA, DHR-PB, CIK-313616)
4.83 075887109 BECTON DICKINSON & CO COM (BDX, BDXB, CIK-10795)
4.77 12503M108 CBOE GLOBAL MKTS INC COM (CBOE, CIK-1374310)
-----------------GROUP 2
6.15 928881101 VONTIER CORPORATION COM (VNT, CIK-1786842)
5.90 929740108 WABTEC COM - WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB, CIK-943452)
5.72 48242W106 KBR INC COM - KBR, INC. (KBR, CIK-1357615)
5.71 608190104 MOHAWK INDS INC COM (MHK, CIK-851968)
5.71 228368106 CROWN HLDGS INC COM - CROWN HOLDINGS INC (CCK, CIK-1219601)
5.66 501889208 LKQ CORP COM (LKQ, CIK-1065696)
5.48 071734107 BAUSCH HEALTH COS INC COM (BHC, CIK-885590)
5.45 971378104 WILLSCOT MOBIL MINI HLDNG CO COM CL A (WSC, CIK-1647088)
5.37 G0684D107 ATHENE HOLDING LTD CL A (ATH-PA, ATH-PB, ATH-PC, ATH-PD, CIK-1527469)
5.37 95082P105 WESCO INTL INC COM (WCC, WCC-PA, CIK-929008)
5.11 302491303 FMC CORP COM NEW (FMC, CIK-37785)
5.07 92537N108 VERTIV HOLDINGS CO COM CL A (VRT, CIK-1674101)
5.06 017175100 ALLEGHANY CORP MD COM (Y, CIK-775368)
5.02 G0750C108 AXALTA COATING SYS LTD COM (AXTA, CIK-1616862)
4.97 237266101 DARLING INGREDIENTS INC COM (DAR, CIK-916540)
4.88 G8060N102 SENSATA TECHNOLOGIES HLDG PL SHS (ST, CIK-1477294)
4.81 G6564A105 NOMAD FOODS LTD USD ORD SHS (NOMD, CIK-1651717)
4.81 447011107 HUNTSMAN CORP COM (HUN, CIK-1307954)
4.76 443201108 HOWMET AEROSPACE INC COM (HWM, HWM-P, CIK-4281)
4.72 G5480U120 LIBERTY GLOBAL PLC SHS CL C (LBTYA, LBTYB, LBTYK, CIK-1570585)
-----------------GROUP 3
6.13 036752103 ANTHEM INC COM - Anthem, Inc. (ANTM, CIK-1156039)
5.92 G96629103 WILLIS TOWERS WATSON PLC LTD SHS (WTW, CIK-1140536)
5.81 15135B101 CENTENE CORP DEL COM (CNC, CIK-1071739)
5.62 58155Q103 MCKESSON CORP COM (MCK, CIK-927653)
5.51 125523100 CIGNA CORP NEW COM (CI, CIK-1739940)
5.48 46266C105 IQVIA HLDGS INC COM - IQVIA HOLDINGS INC. (IQV, CIK-1478242)
5.40 444859102 HUMANA INC COM (HUM, CIK-49071)
5.32 40412C101 HCA HEALTHCARE INC COM (HCA, CIK-860730)
4.97 573284106 MARTIN MARIETTA MATLS INC COM (MLM, CIK-916076)
4.94 92556V106 VIATRIS INC COM (VTRS, CIK-1792044)
-----------------GROUP 4
6.11 48251W104 KKR & CO INC COM - KKR & Co. Inc. (KKR, KKR-PC, KKRS, CIK-1404912)
5.29 37045V100 GENERAL MTRS CO COM (GM, CIK-1467858)
5.26 172967424 CITIGROUP INC COM NEW (C, C-PJ, C-PK, C-PN, CIK-831001)
-----------------GROUP 5
6.01 75513E101 RAYTHEON TECHNOLOGIES CORP COM (RTX, CIK-101829)
5.77 717081103 PFIZER INC COM (PFE, CIK-78003)
5.69 126650100 CVS HEALTH CORP COM (CVS, CIK-64803)
5.63 478160104 JOHNSON & JOHNSON COM (JNJ, CIK-200406)
5.32 038222105 APPLIED MATLS INC COM (AMAT, CIK-6951)
5.20 17275R102 CISCO SYS INC COM (CSCO, CIK-858877)
5.19 46625H100 JPMORGAN CHASE & CO COM (AMJ, JPM, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM, CIK-19617)
5.14 025816109 AMERICAN EXPRESS CO COM (AXP, CIK-4962)
5.09 00287Y109 ABBVIE INC COM (ABBV, CIK-1551152)
5.05 58933Y105 MERCK & CO INC COM - Merck & Co., Inc. (MRK, CIK-310158)
5.05 458140100 INTEL CORP COM (INTC, CIK-50863)
5.03 931142103 WALMART INC COM (WMT, CIK-104169)
5.00 459200101 INTERNATIONAL BUSINESS MACHS COM (IBM, CIK-51143)
4.99 68389X105 ORACLE CORP COM (ORCL, CIK-1341439)
4.98 92343V104 VERIZON COMMUNICATIONS INC COM (VZ, CIK-732712)
4.95 060505104 BK OF AMERICA CORP COM - BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, ..., CIK-70858)
4.93 002824100 ABBOTT LABS COM (ABT, CIK-1800)
-----------------GROUP 6
5.99 337738108 FISERV INC COM (FISV, CIK-798354)
5.25 808513105 SCHWAB CHARLES CORP COM (SCHW, SCHW-PD, SCHW-PJ, CIK-316709)
5.13 143130102 CARMAX INC COM (KMX, CIK-1170010)
5.08 16119P108 CHARTER COMMUNICATIONS INC N CL A (CHTR, CIK-1091667)
4.86 20030N101 COMCAST CORP NEW CL A (CCZ, CMCSA, CIK-1166691)
-----------------GROUP 7
5.96 502431109 L3HARRIS TECHNOLOGIES INC COM (LHX, CIK-202058)
5.82 26614N102 DUPONT DE NEMOURS INC COM (DD, CIK-1666700)
5.76 G5960L103 MEDTRONIC PLC SHS (MDT, CIK-1613103)
5.70 31428X106 FEDEX CORP COM (FDX, CIK-1048911)
5.57 110122108 BRISTOL-MYERS SQUIBB CO COM - BRISTOL MYERS SQUIBB CO (BMY, BMYMP, CELG-RI, CIK-14272)
5.39 74762E102 QUANTA SVCS INC COM (PWR, CIK-1050915)
5.38 45866F104 INTERCONTINENTAL EXCHANGE IN COM (ICE, CIK-1571949)
5.35 469814107 JACOBS ENGR GROUP INC COM (J, CIK-52988)
5.26 666807102 NORTHROP GRUMMAN CORP COM (NOC, CIK-1133421)
5.22 872540109 TJX COS INC NEW COM - TJX COMPANIES INC /DE/ (TJX, CIK-109198)
5.10 617446448 MORGAN STANLEY COM NEW (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, CIK-895421)
5.03 256677105 DOLLAR GEN CORP NEW COM (DG, CIK-29534)
4.91 032654105 ANALOG DEVICES INC COM (ADI, CIK-6281)
4.89 14448C104 CARRIER GLOBAL CORPORATION COM (CARR, CIK-1783180)
4.82 718172109 PHILIP MORRIS INTL INC COM (PM, CIK-1413329)
4.80 369550108 GENERAL DYNAMICS CORP COM (GD, CIK-40533)
-----------------GROUP 8
5.71 02079K107 ALPHABET INC CAP STK CL C (GOOG, GOOGL, CIK-1652044)
5.53 91324P102 UNITEDHEALTH GROUP INC COM (UNH, CIK-731766)
5.21 254687106 DISNEY WALT CO COM - Walt Disney Co (DIS, CIK-1744489)
4.98 57636Q104 MASTERCARD INCORPORATED CL A (MA, CIK-1141391)
4.97 30303M102 META PLATFORMS INC CL A (FB, CIK-1326801)
4.87 92826C839 VISA INC COM CL A (V, CIK-1403161)
4.84 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW (BRK-A, BRK-B, CIK-1067983)
-----------------GROUP 9
5.30 44891N208 IAC INTERACTIVECORP NEW COM NEW - IAC/InterActiveCorp (IAC, CIK-1800227)
5.05 380237107 GODADDY INC CL A (GDDY, CIK-1609711)
4.99 03768E105 APOLLO GLOBAL MGMT INC COM CL A - Apollo Asset Management, Inc. (AAM-PA, AAM-PB, CIK-1411494)
4.76 90184L102 TWITTER INC COM - TWITTER, INC. (TWTR, CIK-1418091)
-----------------GROUP 10
5.28 743315103 PROGRESSIVE CORP COM (PGR, CIK-80661)
5.08 00751Y106 ADVANCE AUTO PARTS INC COM (AAP, CIK-1158449)
5.08 620076307 MOTOROLA SOLUTIONS INC COM NEW (MSI, CIK-68505)
5.03 37940X102 GLOBAL PMTS INC COM (GPN, CIK-1123360)
4.92 67103H107 OREILLY AUTOMOTIVE INC COM - O REILLY AUTOMOTIVE INC (ORLY, CIK-898173)
4.88 363576109 GALLAGHER ARTHUR J & CO COM - Arthur J. Gallagher & Co. (AJG, CIK-354190)
4.79 571748102 MARSH & MCLENNAN COS INC COM - MARSH & MCLENNAN COMPANIES, INC. (MMC, CIK-62709)
-----------------GROUP 11
5.19 594918104 MICROSOFT CORP COM (MSFT, CIK-789019)
4.82 023135106 AMAZON COM INC COM (AMZN, CIK-1018724)
Current >= 1PCT 13F positions (PCT = percent of total AUM):
TREND (^^^ = likely to increase)
PCT CUSIP NAME
5.99% 194693107 COLLIERS INTL GROUP INC SUB VTG SHS (CIGI, CIK-913353)
5.54% 053332102 AUTOZONE INC COM (AZO, CIK-866787)
5.03% 02079K305 ALPHABET INC CAP STK CL A (GOOG, GOOGL, CIK-1652044)
^^^ 4.42% 576323109 MASTEC INC COM (MTZ, CIK-15615)
^^^ 4.01% 256746108 DOLLAR TREE INC COM (DLTR, CIK-935703)
^^^ 4.00% 11135F101 BROADCOM INC COM (AVGO, AVGOP, CIK-1730168)
3.85% 29084Q100 EMCOR GROUP INC COM (EME, CIK-105634)
3.50% 192446102 COGNIZANT TECHNOLOGY SOLUTIO CL A (CTSH, CIK-1058290)
^^^ 3.48% G0403H108 AON PLC SHS CL A (AON, CIK-315293)
3.42% 13645T100 CANADIAN PAC RY LTD COM (CP, CIK-16875)
^^^ 3.32% 760759100 REPUBLIC SVCS INC COM (RSG, CIK-1060391)
^^^ 3.27% 78467J100 SS&C TECHNOLOGIES HLDGS INC COM - SS&C Technologies Holdings Inc (SSNC, CIK-1402436)
2.90% 825698103 SHYFT GROUP INC COM (SHYF, CIK-743238)
2.71% G46188101 HORIZON THERAPEUTICS PUB L SHS (HZNP, CIK-1492426)
2.66% 21037X100 ???
2.63% 570535104 MARKEL CORP COM (MKL, CIK-1096343)
2.37% 36262G101 GXO LOGISTICS INCORPORATED COMMON STOCK (GXO, CIK-1852244)
2.36% 929089100 VOYA FINANCIAL INC COM (VOYA, VOYA-PB, CIK-1535929)
^^^ 2.20% G47567105 IHS MARKIT LTD SHS (INFO, CIK-1598014)
2.10% 92839U206 VISTEON CORP COM NEW (VC, CIK-1111335)
2.02% 983793100 XPO LOGISTICS INC COM (XPO, CIK-1166003)
2.00% 92840M102 VISTRA CORP COM (VST, CIK-1692819)
1.98% 45768S105 INNOSPEC INC COM (IOSP, CIK-1054905)
^^^ 1.95% 87166B102 SYNEOS HEALTH INC CL A (SYNH, CIK-1610950)
1.92% 278642103 EBAY INC. COM (EBAY, CIK-1065088)
1.88% 98956P102 ZIMMER BIOMET HOLDINGS INC COM (ZBH, CIK-1136869)
1.84% 531229607 LIBERTY MEDIA CORP DEL COM C SIRIUSXM (BATRA, BATRK, FWONA, FWONK, LSXMA, LSXMK, CIK-1560385)
1.70% 109696104 BRINKS CO COM (BCO, CIK-78890)
1.64% 26210C104 DROPBOX INC CL A - DROPBOX, INC. (DBX, CIK-1467623)
1.52% 56585A102 MARATHON PETE CORP COM (MPC, CIK-1510295)
1.51% 50155Q100 KYNDRYL HLDGS INC COMMON STOCK ADDED (KD, CIK-1867072)
1.43% 039653100 ARCOSA INC COM - Arcosa, Inc. (ACA, CIK-1739445)
1.38% 44930G107 ICU MED INC COM - ICU MEDICAL INC/DE (ICUI, CIK-883984)
1.29% 345370860 FORD MTR CO DEL COM - FORD MOTOR CO (F, F-PB, F-PC, CIK-37996)
1.22% 00187Y100 API GROUP CORP COM STK (APG, CIK-1796209)