| Sep 3, 2026 | EXPD | pass | $187.67 | $187.67 | 0.0% | pending | Expeditors International: A Fine Business Priced Like an Indestructible One |
| Sep 2, 2026 | ERIE | pass | $258.48 | $258.48 | 0.0% | pending | Erie Indemnity: A Tollbooth Without a Discount |
| Sep 1, 2026 | DHI | pass | $141.55 | $141.55 | 0.0% | pending | D. R. Horton: A Fine Builder at a Price That Isn't |
| Aug 31, 2026 | CTSH | pass | — | — | — | pending | Cognizant: A Cheap Watch That Must Also Tell the Time |
| Aug 30, 2026 | COST | pass | $943.96 | $938.22 | -0.6% | pending | Costco: A Wonderful Business at the Wrong Price |
| Aug 30, 2026 | CPAY | pass | $406.32 | $414.27 | +2.0% | pending | Corpay: A Fine Turnstile with a Steep Admission Fee |
| Aug 30, 2026 | CSX | pass | $51.30 | $48.78 | -4.9% | pending | CSX: A Great Railroad, Priced Like a Lottery Ticket |
| Aug 29, 2026 | CMCSA | pass | — | — | — | pending | Comcast: A Toll Road That Can No Longer Raise the Toll |
| Aug 28, 2026 | CDNS | pass | $340.38 | $308.67 | -9.3% | pending | Cadence Design Systems: The Pickaxe Worth Admiring, Not Overpaying For |
| Aug 27, 2026 | CBOE | pass | $314.27 | $298.12 | -5.1% | pending | Cboe Global Markets: A Fine Exchange at the Wrong Price |
| Aug 26, 2026 | AXP | pass | $336.49 | $332.48 | -1.2% | pending | American Express: A Wonderful Business Priced as If It Were a Wonderful Investment |
| Aug 25, 2026 | APH | pass | $158.93 | $158.16 | -0.5% | pending | Amphenol: A Great Business Wearing an Awkward Price Tag |
| Aug 24, 2026 | AOS | pass | $62.74 | $59.09 | -5.8% | pending | A. O. Smith: Hot Water, Cold Price |
| Aug 23, 2026 | A | pass | $159.00 | $151.12 | -5.0% | pending | Agilent Technologies: Excellent Business, Impolite Price |
| Aug 22, 2026 | PG | pass | $142.85 | $147.17 | +3.0% | pending | Procter & Gamble: A Perfect Business at an Imperfect Price |
| Aug 21, 2026 | WMT | watch | $103.83 | $106.43 | +2.5% | open | Walmart: A 9% Drop and Still No Margin of Safety |
| Aug 17, 2026 | MGRC | watch | — | — | — | open | McGrath RentCorp: A Rentable Business at an Unrentable Price |
| Aug 9, 2026 | HIG | watch | $143.34 | $138.50 | -3.4% | open | Hartford: A Genuine Moat Priced at Its Own Estimate |
| Jul 16, 2026 | A | watch | $136.07 | $151.12 | +11.1% | open | Agilent: A Widening Moat Priced as if It Were Already Widest |
| Jul 16, 2026 | AOS | watch | $60.31 | $59.09 | -2.0% | open | A. O. Smith: A Fine Business Waiting for a Fair Price |
| Jul 16, 2026 | APH | watch | $153.40 | $158.16 | +3.1% | open | Amphenol: A Wonderful Business at a Price That Already Believes |
| Jul 16, 2026 | AXP | watch | $361.56 | $332.48 | -8.0% | open | American Express: A Fine Business Standing Behind a Tall Wall of Price |
| Jul 16, 2026 | CBOE | watch | $277.84 | $298.12 | +7.3% | open | Cboe Global Markets: An Exclusive License, Priced Like There's No Ceiling |
| Jul 16, 2026 | CDNS | watch | $364.99 | $308.67 | -15.4% | open | Cadence Design Systems: A Great Business Waiting on a Better Price |
| Jul 16, 2026 | CMCSA | pass | — | — | — | pending | Comcast: A Wide Discount on a Narrowing Moat |
| Jul 16, 2026 | COST | watch | $945.57 | $938.22 | -0.8% | open | Costco: A Wonderful Business at a Price That Already Spent the Decade |
| Jul 16, 2026 | CPAY | watch | $373.13 | $414.27 | +11.0% | open | Corpay: A Good Business Waiting at the Wrong Price |
| Jul 16, 2026 | CSX | watch | $50.79 | $48.78 | -4.0% | open | CSX: A Fine Railroad, Priced for a Takeover That Hasn't Happened |
| Jul 16, 2026 | CTSH | pass | — | — | — | pending | Cognizant: A Good Price for a Shrinking Moat |
| Jul 16, 2026 | DHI | watch | $154.41 | $141.55 | -8.3% | open | D. R. Horton: A Wide Moat Built on Endurance, Priced for Perfection |
| Jul 16, 2026 | ERIE | watch | $226.51 | $258.48 | +14.1% | open | Erie Indemnity: A Fine Fee Machine That Still Costs Too Much |
| Jul 16, 2026 | EXPD | watch | $181.50 | $187.67 | +3.4% | open | Expeditors International: A Fine Business Waiting on a Fair Price |
| Jul 16, 2026 | FAST | watch | $46.47 | $48.30 | +3.9% | open | Fastenal: Excellent Business, Reverse Margin of Safety |
| Jul 16, 2026 | FFIV | watch | $401.53 | $391.11 | -2.6% | open | F5, Inc.: A Real Moat Priced as If It Were Larger |
| Jul 16, 2026 | GD | watch | $367.67 | $363.00 | -1.3% | open | General Dynamics: A Fine Business Waiting for a Fair Price |
| Jul 16, 2026 | HIG | watch | $136.16 | $138.50 | +1.7% | open | The Hartford: An Excellent Insurer Priced Like One |
| Jul 16, 2026 | HII | watch | $270.79 | $287.73 | +6.3% | open | Huntington Ingalls: A Monopoly That Can't Raise Prices |
| Jul 16, 2026 | JBHT | watch | $298.41 | $262.32 | -12.1% | open | J.B. Hunt: A Narrow Moat Quoted Like a Wide One |
| Jul 16, 2026 | KO | watch | $84.59 | $88.02 | +4.1% | open | Coca-Cola: A Wonderful Company at an Unwonderful Price |
| Jul 16, 2026 | LULU | pass | — | — | — | pending | Lululemon: When Full Price Stops Working |
| Jul 16, 2026 | META | watch | $663.29 | $593.71 | -10.5% | open | Meta Platforms: A Widening Moat Priced Past Its Own Arithmetic |
| Jul 16, 2026 | MRSH | watch | $182.18 | $188.43 | +3.4% | open | Marsh McLennan: A Wonderful Broker at an Uncomfortable Price |
| Jul 16, 2026 | NSC | watch | $339.30 | $332.84 | -1.9% | open | Norfolk Southern: A Fine Railroad Priced as a Done Deal |
| Jul 16, 2026 | NVR | watch | $6,706.52 | $6,320.57 | -5.8% | open | NVR: The Builder That Refuses to Own the Dirt |
| Jul 16, 2026 | ODFL | watch | $237.15 | $188.74 | -20.4% | open | Old Dominion: A Fortress Priced Like a Miracle |
| Jul 16, 2026 | OKE | watch | $93.01 | $95.72 | +2.9% | open | Oneok: A Good Business Standing Above Its Value |
| Jul 16, 2026 | PCAR | watch | $126.67 | $122.80 | -3.1% | open | Paccar: A Wonderful Business Standing Outside the Buying Range |
| Jul 16, 2026 | PG | watch | $150.78 | $147.17 | -2.4% | open | Procter & Gamble: A Perfect Business at an Imperfect Price |
| Jul 16, 2026 | PHM | watch | $129.04 | $124.23 | -3.7% | open | PulteGroup: A Good Capital Allocator, Priced for a Boom That's Ending |
| Jul 16, 2026 | PTC | watch | $127.38 | $151.81 | +19.2% | open | PTC: A Fine Moat That the Market Has Stopped Discounting |
| Jul 16, 2026 | PYPL | pass | — | — | — | pending | PayPal: Cheap, But the Moat Is Narrowing |
| Jul 16, 2026 | RMD | watch | $201.99 | $236.47 | +17.1% | open | ResMed: A Wide Moat Priced Beyond Its Worth |
| Jul 16, 2026 | ROST | watch | $232.21 | $230.60 | -0.7% | open | Ross Stores: A Bargain Business at a Full Price |
| Jul 16, 2026 | TJX | watch | $154.99 | $131.67 | -15.1% | open | TJX: A Wonderful Business Asking a Difficult Price |
| Jul 16, 2026 | TSCO | watch | $31.03 | $35.18 | +13.4% | open | Tractor Supply: The Moat Is Real, the Price Tag Is Not |
| Jul 16, 2026 | UNH | watch | $423.67 | $398.48 | -6.0% | open | UnitedHealth Group: Excellent Business, Absent Margin of Safety |
| Jul 16, 2026 | WMB | watch | $74.86 | $74.37 | -0.7% | open | Williams Companies: A Tollgate Worth Watching, Not Yet Touching |
| Jul 16, 2026 | WST | watch | $362.92 | $343.51 | -5.4% | open | West Pharmaceutical Services: A Wider Moat at the Wrong Price |