Latest close
$223.72
As of Oct 2, 2026
| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Markel Group | 0.28% | 154,550 | HELD |
| Dodge & Cox Funds | 0.00% | 2,595 | HELD |
| Causeway Capital Management | 0.00% | 1,107 | ADDED (+10.1%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 5 sales by 2 insiders ($23.8M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
0 House members reported buying (0 purchases vs 1 sales).
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Financial Screens
· Growth — Revenue up every year for 5 straight years
· Lynch PEG — Cheap against its growth rate
· Dividend Growth — Dividends raised for more than 10 years
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
· Neff Total Return Ratio — Growth plus dividends divided by P/E is high
· Shareholder Yield — Cash returned through dividends and buybacks
Chart Signals
· Monthly Uptrend — Price above its 12-month moving average
Key figures
· Growth — Latest revenue: $67.7B · 5-yr revenue CAGR: 10.1% · Straight growth years: 15
· Lynch PEG — P/E: 5.88 · 5-yr EPS growth: 17.1% · PEG: 0.34
· Dividend Growth — Dividend per share: 4 · Dividend yield: 1.8% · Straight dividend years: 19 · 10-yr dividend growth: 203.0%
· Cash Flow (FCF) — Latest FCF: $9.9B · FCF yield: 16.5% · Positive FCF years: 3
· Neff Total Return Ratio — EPS growth: 17.1% · Dividend yield: 1.8% · P/E: 5.88 · Neff ratio: 3.21
· Shareholder Yield — Shareholder yield: 3.8% · of which dividends: 1.7% · of which buybacks: 2.1%
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
| 13F signal (2021 Q3 – 2026 Q1) | Events | Win rate | Avg return | SPY | Excess |
|---|---|---|---|---|---|
| Heavy accumulation — 3+ tracked funds increased together | 2 | 50.0% | -0.8% | +6.3% | -7.1% |
| Share count tripled (3x) | 1 | 0.0% | -3.7% | +3.1% | -6.8% |
Measured from SEC 13F filings: entry at each quarter’s filing deadline (the first day the list was public), exit one quarter later, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.
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