If I took you for a ride, would you take it wrong?
Or would you make it right, make it right?
Looking for a pedestal that I can put you on
And be on my way, on my way
I also have a 11th watchlist entitled "Short List" (which, ironically, is the longest list of all) consisting of the stocks that I actually pay attention to, and have varying degrees of intent for addition to my portfolio in the future.
I have completed the yearly effort to update the "Short List" by combing through all 11 watchlists, looking for one particular characteristic: the stock must have consistently outperformed the market, across several historical time horizons.
The following 257 stocks made the cut. They may have questionable valuation/financials, or lack upside due to shear size, or participate in a boring business, or represent additional risks going forward; but if the point of investing in individual stocks is to beat the broader market, all of these stocks have a history of doing exactly just that...which may be the most fundamental characteristic of all.
I will track these and post an update one year from now. Find out how the choices of the last six years performed: 2021, 2020, 2019, 2018, 2017, 2016.
|
NAME |
SYMBOL |
CURRENT MKT CAP |
# YEARS ON LIST |
|
Apple Inc. |
2.313T |
1 |
|
|
Alphabet Inc. |
1.513T |
- |
|
|
Tesla, Inc. |
720.498B |
1 |
|
|
Berkshire Hathaway Inc. |
608.893B |
- |
|
|
Johnson & Johnson |
469.179B |
- |
|
|
Visa Inc. |
425.62B |
- |
|
|
Taiwan Semiconductor Manufacturing Company Limited |
391.839B |
2 |
|
|
NVIDIA Corporation |
377.04B |
1 |
|
|
Walmart Inc. |
343B |
- |
|
|
LVMH Moët Hennessy - Louis Vuitton, Société Européenne |
316.068B |
1 |
|
|
Eli Lilly and Company |
313.695B |
1 |
|
|
Mastercard Incorporated |
311.412B |
- |
|
|
Pfizer Inc. |
295.975B |
- |
|
|
The Home Depot, Inc. |
291.449B |
- |
|
|
The Coca-Cola Company |
274.884B |
- |
|
|
AbbVie Inc. |
269.537B |
- |
|
|
Novo Nordisk A/S |
251.055B |
- |
|
|
PepsiCo, Inc. |
236.023B |
- |
|
|
Thermo Fisher Scientific Inc. |
217.669B |
1 |
|
|
Broadcom Inc. |
194.887B |
- |
|
|
Oracle Corporation |
190.969B |
- |
|
|
Abbott Laboratories |
190.31B |
- |
|
|
Danaher Corporation |
189.069B |
3 |
|
|
McDonald's Corporation |
185.966B |
- |
|
|
Accenture plc |
174.685B |
- |
|
|
T-Mobile US, Inc. |
171.74B |
1 |
|
|
Bristol-Myers Squibb Company |
162.277B |
- |
|
|
QUALCOMM Incorporated |
142.307B |
- |
|
|
Texas Instruments Incorporated |
139.067B |
1 |
|
|
Linde plc |
137.892B |
- |
|
|
Royal Bank of Canada |
135.037B |
- |
|
|
BYD Company Limited |
134.313B |
1 |
|
|
Morgan Stanley |
131.983B |
1 |
|
|
Advanced Micro Devices, Inc. |
122.105B |
1 |
|
|
The Charles Schwab Corporation |
121.311B |
1 |
|
|
American Tower Corporation |
119.999B |
- |
|
|
Hermès International Société en commandite par actions |
119.328B |
1 |
|
|
S&P Global Inc. |
118.632B |
2 |
|
|
The Toronto-Dominion Bank |
116.727B |
- |
|
|
Elevance Health Inc. |
116.343B |
1 |
|
|
Lowe's Companies, Inc. |
114.442B |
3 |
|
|
Intuit Inc. |
114.216B |
1 |
|
|
Sony Group Corporation |
100.278B |
3 |
|
|
ServiceNow, Inc. |
98.889B |
5 |
|
|
The Estée Lauder Companies Inc. |
91.924B |
1 |
|
|
Automatic Data Processing, Inc. |
90.76B |
- |
|
|
Deere & Company |
88.372B |
1 |
|
|
Zoetis Inc. |
84.007B |
1 |
|
|
Chubb Limited |
82.081B |
- |
|
|
Canadian National Railway Company |
79.673B |
- |
|
|
Applied Materials, Inc. |
75.303B |
1 |
|
|
Analog Devices, Inc. |
75.216B |
- |
|
|
Vertex Pharmaceuticals Incorporated |
74.466B |
- |
|
|
CME Group Inc. |
73.308B |
- |
|
|
The Progressive Corporation |
70.211B |
- |
|
|
Target Corporation |
67.148B |
3 |
|
|
Canadian Pacific Railway Limited |
66.625B |
- |
|
|
The PNC Financial Services Group, Inc. |
66.185B |
- |
|
|
Waste Management, Inc. |
64.174B |
- |
|
|
The Sherwin-Williams Company |
63.144B |
3 |
|
|
CSX Corporation |
62.814B |
- |
|
|
Edwards Lifesciences Corporation |
60.919B |
1 |
|
|
Humana Inc. |
60.398B |
- |
|
|
Aon plc |
59.385B |
- |
|
|
EOG Resources, Inc. |
59.104B |
- |
|
|
Dollar General Corporation |
57.471B |
- |
|
|
Lam Research Corporation |
54.333B |
2 |
|
|
Atlassian Corporation Plc |
52.687B |
3 |
|
|
Monster Beverage Corporation |
51.585B |
- |
|
|
Palo Alto Networks, Inc. |
51.308B |
1 |
|
|
Fortinet, Inc. |
48.054B |
3 |
|
|
Synopsys, Inc. |
47.364B |
2 |
|
|
McKesson Corporation |
46.167B |
- |
|
|
Suncor Energy Inc. |
46.143B |
- |
|
|
Constellation Brands, Inc. |
45.639B |
- |
|
|
The Hershey Company |
45.365B |
- |
|
|
Marriott International, Inc. |
44.398B |
- |
|
|
O'Reilly Automotive, Inc. |
43.231B |
- |
|
|
Sysco Corporation |
43.214B |
- |
|
|
CrowdStrike Holdings, Inc. |
43.147B |
3 |
|
|
Cadence Design Systems, Inc. |
43.029B |
2 |
|
|
Marathon Petroleum Corporation |
42.906B |
- |
|
|
AutoZone, Inc. |
42.24B |
- |
|
|
Paychex, Inc. |
42.098B |
- |
|
|
KLA Corporation |
41.807B |
2 |
|
|
Republic Services, Inc. |
41.641B |
- |
|
|
KKR & Co. Inc. |
40.367B |
1 |
|
|
Cintas Corporation |
38.896B |
- |
|
|
Chipotle Mexican Grill, Inc. |
37.535B |
3 |
|
|
Li Auto Inc. |
37.255B |
1 |
|
|
Dollar Tree, Inc. |
37.229B |
- |
|
|
Motorola Solutions, Inc. |
36.29B |
- |
|
|
Aflac Incorporated |
36.035B |
- |
|
|
Lululemon Athletica Inc. |
35.789B |
3 |
|
|
Cognizant Technology Solutions Corporation |
35.45B |
- |
|
|
SBA Communications Corporation |
35.274B |
- |
|
|
NIO Inc. |
35.043B |
2 |
|
|
Ferrari N.V. |
34.708B |
- |
|
|
MSCI Inc. |
34.64B |
2 |
|
|
Datadog, Inc. |
34.031B |
2 |
|
|
Brown-Forman Corporation |
33.512B |
- |
|
|
Yum! Brands, Inc. |
33.316B |
- |
|
|
Waste Connections, Inc. |
32.467B |
- |
|
|
Seagen Inc. |
32.237B |
2 |
|
|
Constellation Software Inc. |
31.709B |
- |
|
|
Dell Technologies Inc. |
31.208B |
1 |
|
|
Carrier Global Corporation |
30.689B |
1 |
|
|
Arista Networks, Inc. |
30.309B |
1 |
|
|
Old Dominion Freight Line, Inc. |
29.947B |
2 |
|
|
Fastenal Company |
29.022B |
- |
|
|
TransDigm Group Incorporated |
28.895B |
- |
|
|
Nucor Corporation |
28.179B |
- |
|
|
Verisk Analytics, Inc. |
28.126B |
- |
|
|
American Water Works Company, Inc. |
27.67B |
- |
|
|
Copart, Inc. |
26.807B |
1 |
|
|
Mettler-Toledo International Inc. |
26.572B |
1 |
|
|
Sun Life Financial Inc. |
26.491B |
- |
|
|
Enphase Energy, Inc. |
26.321B |
2 |
|
|
XPeng Inc. |
26.264B |
1 |
|
|
Nasdaq, Inc. |
25.82B |
6 |
|
|
Ameriprise Financial, Inc. |
25.67B |
- |
|
|
Keysight Technologies, Inc. |
25.158B |
1 |
|
|
CBRE Group, Inc. |
24.636B |
1 |
|
|
Extra Space Storage Inc. |
24.535B |
- |
|
|
SVB Financial Group |
23.966B |
1 |
|
|
West Pharmaceutical Services, Inc. |
23.375B |
1 |
|
|
Zscaler, Inc. |
23.23B |
2 |
|
|
Albemarle Corporation |
23.224B |
1 |
|
|
Church & Dwight Co., Inc. |
23.061B |
- |
|
|
Tractor Supply Company |
22.102B |
- |
|
|
CDW Corporation |
21.37B |
1 |
|
|
MongoDB, Inc. |
20.727B |
2 |
|
|
ON Semiconductor Corporation |
20.687B |
1 |
|
|
Waters Corporation |
20.617B |
1 |
|
|
Ulta Beauty, Inc. |
19.782B |
- |
|
|
Gartner, Inc. |
19.472B |
- |
|
|
Raymond James Financial, Inc. |
19.404B |
- |
|
|
Diamondback Energy, Inc. |
19.364B |
- |
|
|
Live Nation Entertainment, Inc. |
19.301B |
1 |
|
|
Cincinnati Financial Corporation |
19.212B |
- |
|
|
CGI Inc. |
19.185B |
- |
|
|
Horizon Therapeutics Public Limited Company |
18.959B |
1 |
|
|
Quanta Services, Inc. |
18.149B |
1 |
|
|
W. R. Berkley Corporation |
18.025B |
- |
|
|
Teledyne Technologies Incorporated |
17.9B |
1 |
|
|
EPAM Systems, Inc. |
17.828B |
3 |
|
|
Rollins, Inc. |
17.674B |
- |
|
|
Markel Corporation |
17.64B |
- |
|
|
Dover Corporation |
17.599B |
- |
|
|
Broadridge Financial Solutions, Inc. |
17.439B |
- |
|
|
United Rentals, Inc. |
17.3B |
1 |
|
|
Monolithic Power Systems, Inc. |
17.216B |
2 |
|
|
J.B. Hunt Transport Services, Inc. |
16.932B |
- |
|
|
Ingersoll Rand Inc. |
16.834B |
- |
|
|
Jacobs Engineering Group Inc. |
16.117B |
- |
|
|
Tradeweb Markets Inc. |
16.106B |
2 |
|
|
Insulet Corporation |
15.97B |
1 |
|
|
HEICO Corporation |
15.957B |
1 |
|
|
Zebra Technologies Corporation |
15.467B |
1 |
|
|
Fairfax Financial Holdings Limited |
15.387B |
- |
|
|
FactSet Research Systems Inc. |
15.262B |
- |
|
|
Ubiquiti Inc. |
15.155B |
6 |
|
|
SolarEdge Technologies, Inc. |
14.943B |
2 |
|
|
Pool Corporation |
14.918B |
2 |
|
|
Trimble Inc. |
14.631B |
1 |
|
|
Darden Restaurants, Inc. |
14.558B |
- |
|
|
Loews Corporation |
14.405B |
- |
|
|
Domino's Pizza, Inc. |
14.33B |
2 |
|
|
NVR, Inc. |
14.305B |
1 |
|
|
Equity LifeStyle Properties, Inc. |
14.248B |
- |
|
|
NetApp, Inc. |
14.008B |
1 |
|
|
Generac Holdings Inc. |
13.863B |
2 |
|
|
Jack Henry & Associates, Inc. |
13.571B |
- |
|
|
Bunge Limited |
13.026B |
- |
|
|
NICE Ltd. |
12.837B |
4 |
|
|
Entegris, Inc. |
12.531B |
1 |
|
|
Booz Allen Hamilton Holding Corporation |
12.165B |
- |
|
|
Steel Dynamics, Inc. |
12.154B |
1 |
|
|
Aspen Technology, Inc. |
11.895B |
- |
|
|
Signature Bank |
11.697B |
1 |
|
|
Charles River Laboratories International, Inc. |
11.482B |
3 |
|
|
Service Corporation International |
11.124B |
- |
|
|
Everest Re Group, Ltd. |
11.102B |
- |
|
|
Fair Isaac Corporation |
10.866B |
5 |
|
|
Paylocity Holding Corporation |
10.583B |
3 |
|
|
Henry Schein, Inc. |
10.533B |
- |
|
|
Morningstar, Inc. |
10.482B |
1 |
|
|
PulteGroup, Inc. |
10.275B |
- |
|
|
Graco Inc. |
10.176B |
1 |
|
|
Jazz Pharmaceuticals plc |
10.018B |
- |
|
|
Elbit Systems Ltd. |
9.734B |
- |
|
|
Watsco, Inc. |
9.618B |
- |
|
|
Repligen Corporation |
9.338B |
2 |
|
|
Darling Ingredients Inc. |
9.176B |
1 |
|
|
GameStop Corp. |
8.94B |
- |
|
|
BJ's Wholesale Club Holdings, Inc. |
8.821B |
2 |
|
|
GFL Environmental Inc. |
8.797B |
1 |
|
|
Williams-Sonoma, Inc. |
8.324B |
1 |
|
|
Switch, Inc. |
8.152B |
- |
|
|
Manhattan Associates, Inc. |
7.672B |
2 |
|
|
Globant S.A. |
7.569B |
2 |
|
|
Maravai LifeSciences Holdings, Inc. |
7.529B |
1 |
|
|
Churchill Downs Incorporated |
7.453B |
- |
|
|
Syneos Health, Inc. |
7.448B |
1 |
|
|
Tetra Tech, Inc. |
7.363B |
1 |
|
|
Floor & Decor Holdings, Inc. |
7.325B |
1 |
|
|
ShockWave Medical, Inc. |
7.017B |
1 |
|
|
AutoNation, Inc. |
6.571B |
1 |
|
|
Credit Acceptance Corporation |
6.538B |
- |
|
|
Planet Fitness, Inc. |
6.42B |
- |
|
|
DICK'S Sporting Goods, Inc. |
6.358B |
1 |
|
|
Lattice Semiconductor Corporation |
6.323B |
1 |
|
|
Murphy USA Inc. |
5.975B |
- |
|
|
SailPoint Technologies Holdings, Inc. |
5.958B |
1 |
|
|
Grupo Aeroportuario del Sureste, S. A. B. de C. V. |
5.892B |
- |
|
|
Stifel Financial Corp. |
5.882B |
1 |
|
|
CyberArk Software Ltd. |
5.57B |
- |
|
|
Inspire Medical Systems, Inc. |
5.562B |
2 |
|
|
FirstService Corporation |
5.557B |
1 |
|
|
The Descartes Systems Group Inc. |
5.453B |
2 |
|
|
MP Materials Corp. |
5.437B |
1 |
|
|
Tenable Holdings, Inc. |
5.412B |
- |
|
|
Landstar System, Inc. |
5.395B |
- |
|
|
Qualys, Inc. |
5.092B |
- |
|
|
Daqo New Energy Corp. |
4.992B |
2 |
|
|
CMC Materials, Inc. |
4.969B |
- |
|
|
Colliers International Group Inc. |
4.864B |
1 |
|
|
Iridium Communications Inc. |
4.81B |
- |
|
|
Sanderson Farms, Inc. |
4.783B |
- |
|
|
National Beverage Corp. |
4.747B |
- |
|
|
ServisFirst Bancshares, Inc. |
4.396B |
1 |
|
|
Rapid7, Inc. |
4.193B |
1 |
|
|
SPS Commerce, Inc. |
4.155B |
2 |
|
|
Power Integrations, Inc. |
4.142B |
2 |
|
|
Inari Medical, Inc. |
3.838B |
1 |
|
|
Dillard's, Inc. |
3.708B |
- |
|
|
Enviva Inc. |
3.706B |
- |
|
|
APi Group Corporation |
3.551B |
1 |
|
|
Dorman Products, Inc. |
3.427B |
- |
|
|
iRhythm Technologies, Inc. |
3.285B |
- |
|
|
Walker & Dunlop, Inc. |
3.277B |
1 |
|
|
JinkoSolar Holding Co., Ltd. |
3.199B |
1 |
|
|
Fabrinet |
2.973B |
1 |
|
|
PJT Partners Inc. |
2.793B |
- |
|
|
Silicon Motion Technology Corporation |
2.785B |
- |
|
|
Mr. Cooper Group Inc. |
2.712B |
- |
|
|
Fulgent Genetics, Inc. |
1.737B |
1 |
|
|
Axcelis Technologies, Inc. |
1.592B |
2 |
|
|
Palomar Holdings, Inc. |
1.567B |
- |
|
|
Impinj, Inc. |
1.534B |
- |
|
|
XPEL, Inc. |
1.34B |
1 |
|
|
Federal Agricultural Mortgage Corporation |
1.046B |
- |
|
|
Simulations Plus, Inc. |
1.036B |
- |
|
|
Mission Produce, Inc. |
1.034B |
1 |
|
|
Clearfield, Inc. |
902.04M |
- |
|
|
Shoe Carnival, Inc. |
575.749M |
- |
|
|
Hibbett, Inc. |
570.433M |
- |
