Update Buy-Hold-Sell List: February 2026

Title: Update Buy-Hold-Sell List: February 2026 Show: Compounding Quality (compoundingquality.net — Pieter Slegers' quality-investing newsletter) Guest: Pieter Slegers (author) Date: 2026-FEB-05 URL: https://www.compoundingquality.net/p/update-buy-hold-sell-list-february Length: written post (paid) — no timestamps Note: Paid-subscriber post captured via Stephen's logged-in session. Body text verbatim; page chrome removed. The Buy-Hold-Sell sheet, the three undervaluation screens, the highest-return table and the portfolio-valuation sheet are published as spreadsheet images and are transcribed below as [Table image — ...] blocks; every figure is read directly from those images.

Crazy times on the stock market right now.

While tech stocks are having a very hard time, other companies are trading at all-time highs.

I've never been more excited about the great opportunities I'm seeing in the market right now.

Which ones? Let's dive into our Buy-Hold-Sell List.

Crazy times for silver

What's happening with the silver price is crazy.

It seems to be a very speculative market.

Silver is now trading at $79 per troy ounce.

One year ago, silver traded at just $29 per troy ounce. This means the price almost tripled.

Silver is used in a lot of industrial products. Think about things like: - Solar panels - Electronics - Electric Vehicles & batteries - Industrial equipment

So when silver moves sharply, it can influence: - The costs for suppliers - The profit margins of producers - The pricing power of companies

[Image — silver price chart. Source: Gopocket.in]

But now let's talk about quality stocks.

While silver looks expensive and speculative right now, a lot of quality companies are trading at low valuation levels.

I believe the market offers us incredible opportunities today.

Just look at the situation for Our Portfolio.

The average company within Our Portfolio increased its intrinsic value by +13.8% last year.

Stock prices didn't follow. This means the expected return of our companies increased.

Just take Brown & Brown ($BRO) for example: - Increase intrinsic value in 2025: +13.6% - Stock price in 2025: -21.9%

As a result, the stock became 35% (!) cheaper.

This is great news for long-term quality investors like ourselves.

[Image — Brown & Brown intrinsic value vs stock price. Source: Fiscal.ai]

Buy-Hold-Sell List

The Buy-Hold-Sell List is a list of quality companies.

Here's an overview of this series: Introduction Buy-Hold-Sell List September 2024 Update Buy-Hold-Sell List: October 2024 Update Buy-Hold-Sell List: November 2024 Update Buy-Hold-Sell List: March 2025 Update Buy-Hold-Sell List: April 2025 Update Buy-Hold-Sell List: May 2025 Update Buy-Hold-Sell List: July 2025 Update Buy-Hold-Sell List: August 2025 Update Buy-Hold-Sell List: September 2025 Update Buy-Hold-Sell List: November 2025

We look for cheap Quality Stocks based on three valuation methods: - Comparing the Forward PE multiple to its historical average - Earnings Growth Model - Reverse Discounted-Cash Flow

Based on this, we give each company a Buy, Hold, or Sell recommendation.

Update February 2026

Since the last update, there have been some changes in our list:

Five companies went from Hold to Buy: - Mastercard ($MA): Duopoly in digital payments together with Visa - RH ($RH): Luxury furniture brand - Hamilton Lane ($HLNE): Private markets investment firm - Esquire Financial Holdings ($ESQ): A specialty bank focused on the legal industry - Intercontinental Exchange ($ICE): Global exchange and market data operator

Two companies went from Buy to Hold: - Chemed ($CHE): Healthcare services company operating hospice care - Pool ($POOL): Leading consolidator and distributor in the swimming pool supplies

You can download the entire Buy-Hold-Sell List here: Buy-Hold-Sell List

44 Stocks to Buy

Currently, there are 44 'Buys' on our Buy-Hold-Sell List.

(Click on the picture to expand)

Adobe Inc. | ADBE | BUY | 12.5% | 0.0% | 13.6 | 25 | 20.9% | 649.4 | 296.12 | 54.4% | 15.2 | 30.9 | 50.8% | 3.2% | 12.5% | 9.3% | -11.2% | -8.3% | 12.9% Adyen N.V. | ADYEN | BUY | 15.0% | 0.0% | 36.2 | 25 | 11.9% | 1890.9 | 1369 | 27.6% | 36.2 | 68.1 | 46.8% | 15.7% | 15.0% | -0.7% | -2.0% | -4.9% | 11.6% Alarm.com Holdings, Inc. | ALRM | BUY | 8.7% | 0.0% | 19.6 | 25 | 11.5% | 57.3 | 50.72 | 11.4% | 19.6 | 33.3 | 41.1% | 3.5% | 8.7% | -1.0% | -1.0% | -12.1% | 12.3% Ameriprise Financial, Inc. | AMP | BUY | 10.0% | 1.3% | 11.6 | 11.7 | 11.4% | 590.5 | 509.32 | 13.7% | 11.6 | 11.7 | 0.9% | 2.4% | 10.0% | 7.6% | 3.1% | 20.9% | 18.7% Automatic Data Processing, Inc. | ADP | BUY | 9.2% | 2.6% | 23.4 | 25 | 12.5% | 339.3 | 260.44 | 23.3% | 23.4 | 27.9 | 16.1% | 8.3% | 9.2% | 0.9% | 3.0% | 12.3% | 12.8% Brookfield Corporation | BN | BUY | 15.0% | 0.5% | 37.3 | 25 | 12.2% | 96.9 | 65.04 | 32.9% | 37.3 | 26.8 | -39.1% | 4.4% | 15.0% | 10.6% | 1.5% | 21.4% | 16.4% Brown & Brown, Inc. | BRO | BUY | 10.2% | 0.8% | 17.2 | 20 | 12.6% | 103.4 | 80.01 | 22.6% | 17.2 | 24.7 | 30.4% | 5.8% | 10.2% | 4.4% | 3.1% | 12.1% | 18.6% Columbia Sportswear Company | COLM | BUY | 8.0% | 2.2% | 19.3 | 19.4 | 10.3% | 55.3 | 53.93 | 2.5% | 19.3 | 19.4 | 1.7% | 8.0% | 6.3% | -3.7% | -8.9% | 1.5% Computer Modelling Group Ltd. | CMG | BUY | 15.0% | 0.8% | 20.9 | 20 | 15.4% | 11.4 | 5.01 | 56.1% | 20.9 | 25.4 | 17.7% | 3.5% | 15.0% | 11.5% | -5.1% | 3.7% | -4.7% Constellation Software Inc. | CSU | BUY | 15.0% | 0.2% | 21.8 | 20 | 14.4% | 5334.5 | 2791.00 | 47.7% | 21.8 | 31.5 | 30.8% | 7.0% | 15.0% | 8.0% | -13.8% | 12.4% | 18.5% Copart, Inc. | CPRT | BUY | 10.0% | 0.0% | 23.3 | 25 | 10.7% | 44 | 41.04 | 6.8% | 23.3 | 30.7 | 24.1% | 11.5% | 10.0% | -1.5% | 7.2% | 25.8% Deckers Outdoor Corporation | DECK | BUY | 7.0% | 0.0% | 15.7 | 21.3 | 10.6% | 105.1 | 100.69 | 4.2% | 15.7 | 21.3 | 26.3% | 4.2% | 7.0% | 2.8% | -5.7% | 13.5% | 30.0% Dino Polska S.A. | DNP | BUY | 15.0% | 0.0% | 18.3 | 20 | 15.9% | 88.3 | 40.38 | 54.3% | 18.3 | 24.9 | 26.5% | 13.1% | 15.0% | 1.9% | -1.5% | 3.2% | 26.8% Domino's Pizza, Inc. | DPZ | BUY | 8.2% | 1.7% | 22.2 | 22.2 | 11.2% | 446.3 | 400.28 | 10.3% | 22.2 | 27.5 | 19.3% | 7.3% | 8.2% | 0.9% | -5.9% | 3.2% | 14.2% Dream Finders Homes, Inc. | DFH | BUY | 10.0% | 0.0% | 9.9 | 10.3 | 10.4% | 20.4 | 19.58 | 3.9% | 9.9 | 10.3 | 3.9% | 19.6% | 10.0% | -9.6% | 14.2% | -1.3% | -0.7% Esquire Financial Holdings, Inc. | ESQ | BUY | 13.5% | 0.7% | 16 | 15 | 13.6% | 172.6 | 106.79 | 38.1% | 16 | 11.9 | -34.5% | 5.3% | 13.5% | 8.2% | 5.4% | 41.9% | 21.5% Evolution AB (publ) | EVO | BUY | 5.7% | 5.0% | 10.3 | 15 | 15.3% | 921.7 | 588.6 | 36.1% | 10.3 | 15 | 31.3% | -2.8% | 5.7% | 8.5% | 5.4% | -5.7% | -3.8% | 27.0% Fortinet, Inc. | FTNT | BUY | 13.9% | 0.0% | 30.6 | 25 | 12.1% | 101 | 75.38 | 25.3% | 30.6 | 42.7 | 28.3% | 10.1% | 13.9% | 3.8% | -3.2% | 20.5% | 30.7% Gartner, Inc. | IT | BUY | 8.0% | 0.0% | 17.5 | 25 | 12.3% | 274.6 | 230.67 | 16.0% | 17.5 | 33.4 | 47.6% | 4.0% | 8.0% | 4.0% | -2.7% | 7.7% | 10.8% Hamilton Lane Incorporated | HLNE | BUY | 10.6% | 1.5% | 22.4 | 25 | 13.3% | 215.9 | 152.79 | 29.2% | 22.4 | 25.5 | 12.2% | 11.5% | 10.6% | -0.9% | 11.8% | 14.0% | 23.8% Intercontinental Exchange, Inc. | ICE | BUY | 11.1% | 1.1% | 21.7 | 21.9 | 12.3% | 225.1 | 173.98 | 22.7% | 21.7 | 21.9 | 0.9% | 9.3% | 11.1% | 1.8% | 8.7% | 10.1% | 13.6% Interparfums, Inc. | IPAR | BUY | 10.0% | 3.6% | 17.5 | 20 | 15.0% | 160.6 | 89.93 | 44.0% | 17.5 | 26.3 | 33.5% | 2.7% | 10.0% | 7.3% | 5.3% | 9.8% | 14.5% Judges Scientific plc | JDG | BUY | 10.0% | 1.8% | 19.9 | 20 | 11.9% | 70.8 | 57.8 | 18.4% | 19.9 | 26.8 | 25.7% | 5.4% | 10.0% | 4.6% | 1.0% | -0.7% | 14.9% Kainos Group plc | KNOS | BUY | 11.2% | 2.8% | 24.8 | 25 | 14.1% | 16.1 | 9.57 | 40.5% | 24.8 | 28.7 | 13.6% | 7.3% | 11.2% | 3.9% | -3.6% | -1.3% | 15.3% Kelly Partners Group Holdings Limited | KPG | BUY | 15.0% | 0.0% | 30.6 | 25 | 13.2% | 11.7 | 7.13 | 38.8% | 30.6 | 29.3 | -4.4% | 14.7% | 15.0% | 0.3% | -15.1% | 32.2% | 18.0% Kinsale Capital Group, Inc. | KNSL | BUY | 13.1% | 0.2% | 17.7 | 20 | 14.6% | 672.6 | 398.84 | 40.7% | 17.7 | 28.6 | 38.1% | 7.1% | 13.1% | 6.0% | 1.6% | 13.9% | 36.1% KKR & Co. Inc. | KKR | BUY | 15.0% | 0.6% | 20.6 | 17.9 | 14.3% | 259.5 | 131.42 | 49.4% | 20.6 | 17.9 | -15.1% | 8.3% | 15.0% | 6.7% | 2.0% | 27.4% | 25.4% lululemon athletica inc. | LULU | BUY | 7.4% | 0.0% | 15.8 | 25 | 13.2% | 253.5 | 201.87 | 20.4% | 15.8 | 33.1 | 52.3% | 4.6% | 7.4% | 2.8% | -4.2% | -10.0% | 13.7% Markel Group Inc. | MKL | BUY | 10.7% | 0.0% | 18.9 | 17.6 | 10.0% | 2062.2 | 2059.51 | 0.1% | 18.9 | 17.6 | -7.4% | 6.2% | 10.7% | 4.5% | -3.3% | 15.5% | 9.3% Mastercard Incorporated | MA | BUY | 14.4% | 0.6% | 29.7 | 25 | 13.4% | 908.2 | 539.49 | 40.6% | 29.7 | 32.6 | 8.9% | 13.2% | 14.4% | 1.2% | -4.2% | 11.2% | 20.3% MercadoLibre, Inc. | MELI | BUY | 15.0% | 0.0% | 40.4 | 25 | 11.2% | 2568.1 | 2075.01 | 19.2% | 40.4 | 48.4 | 16.5% | 15.2% | 15.0% | -0.2% | 5.1% | 1.6% | 35.9% MSCI Inc. | MSCI | BUY | 12.9% | 1.2% | 28.7 | 25 | 12.8% | 889.7 | 602.58 | 32.3% | 28.7 | 39.6 | 27.5% | 14.4% | 12.9% | -1.5% | 6.6% | 9.1% | 24.9% Novo Nordisk A/S | NOVO B | BUY | 8.6% | 3.0% | 12.5 | 20 | 17.6% | 729.1 | 382.8 | 47.5% | 12.5 | 27.8 | 55.0% | 8.2% | 8.6% | 0.4% | 15.9% | 13.6% | 8.0% Qualys, Inc. | QLYS | BUY | 9.7% | 0.0% | 20.1 | 25 | 12.1% | 162.5 | 134.57 | 17.2% | 20.1 | 30.1 | 33.2% | 9.8% | 9.7% | -0.1% | 2.7% | 1.6% | 16.8% RH | RH | BUY | 10.0% | 0.0% | 15.4 | 20 | 13.0% | 302.5 | 232.9 | 23.0% | 15.4 | 25.8 | 40.3% | 6.3% | 10.0% | 3.7% | 20.4% | -16.6% | 14.2% Sanlorenzo S.p.A. | SL | BUY | 6.0% | 3.3% | 10.2 | 14.2 | 13.2% | 40.4 | 31.05 | 23.1% | 10.2 | 14.2 | 28.2% | -3.5% | 6.0% | 9.5% | 2.3% | 15.6% | 6.9% Sonova Holding AG | SOON | BUY | 5.4% | 2.0% | 19.6 | 25 | 10.2% | 218.1 | 215.4 | 1.2% | 19.6 | 25.6 | 23.4% | 8.2% | 5.4% | -2.8% | 3.4% | 1.2% | 6.3% SS&C Technologies Holdings, Inc. | SSNC | BUY | 10.8% | 1.3% | 13.5 | 15 | 11.7% | 104.6 | 85.78 | 18.0% | 13.5 | 13 | -3.8% | 2.9% | 10.8% | 7.9% | 0.0% | 6.4% | 10.6% Tatton Asset Management plc | TAM | BUY | 11.4% | 3.7% | 20.8 | 22.5 | 15.9% | 14.4 | 6.51 | 54.7% | 20.8 | 22.5 | 7.6% | 7.1% | 11.4% | 4.3% | -1.9% | 20.4% | 13.2% Topicus.com Inc. | TOI | BUY | 15.0% | 0.0% | 30.2 | 25 | 13.3% | 187.1 | 113.02 | 39.6% | 30.2 | 49.2 | 38.6% | 9.1% | 15.0% | 5.9% | -9.6% | 12.7% | 6.0% Visa Inc. | V | BUY | 12.2% | 0.8% | 25.9 | 25 | 12.7% | 452.7 | 328.3 | 27.5% | 25.9 | 28.3 | 8.5% | 10.4% | 12.2% | 1.8% | -5.2% | 11.1% | 16.6% Watsco, Inc. | WSO | BUY | 9.2% | 3.2% | 30.5 | 25 | 10.6% | 411.5 | 381.56 | 7.3% | 30.5 | 27.1 | -12.5% | 11.3% | 9.2% | -2.1% | 9.9% | 12.3% | 13.3% Zoetis Inc. | ZTS | BUY | 7.1% | 1.7% | 18 | 25 | 12.7% | 154.6 | 124.65 | 19.4% | 18 | 31.7 | 43.2% | 6.3% | 7.1% | 0.8% | -1.0% | -4.4% | 11.0% XPEL, Inc. | XPEL | BUY | 15.0% | 0.0% | 22.3 | 20 | 14.0% | 97.3 | 54.25 | 44.3% | 22.3 | 32.6 | 31.6% | 10.0% | 15.0% | 5.0% | 8.0% | -1.8% | 25.9%]

13 companies that we own are a 'Buy' right now: - Evolution AB ($EVO) - Brookfield Corporation ($BN) - Brown & Brown ($BRO) - Dino Polska ($DNP) - Kinsale Capital ($KNSL) - Interparfums ($IPAR) - Ameriprise Financial ($AMP) - Visa ($V) - Topicus ($TOI) - Kelly Partners Group ($KPG) - Novo Nordisk ($NOVO-B) - Judges Scientific ($JDG) - Constellation Software ($CSU)

Here are the most undervalued companies based on the Forward PE:

[Table image — most undervalued on Forward PE. Columns: Company | Current Forward PE | Average Forward PE past 5 years | Over/Undervaluation. Paycom Software, Inc. | 16.8 | 43.8 | 61.6% Goosehead Insurance, Inc. | 34.8 | 85.7 | 59.4% Novo Nordisk A/S | 12.5 | 27.8 | 55.0% Paylocity Holding Corporation | 19.6 | 42.7 | 54.1% lululemon athletica inc. | 15.8 | 33.1 | 52.3% Mips AB (publ) | 35.6 | 71.5 | 50.2% LEM Holding SA | 20.0 | 38.3 | 47.8% Gartner, Inc. | 17.5 | 33.4 | 47.6% Adyen N.V. | 36.2 | 68.1 | 46.8% MarketAxess Holdings Inc. | 21.3 | 39.9 | 46.6% EPAM Systems, Inc. | 16.5 | 30.8 | 46.4% Adobe Inc. | 13.6 | 30.9 | 44.0% Enghouse Systems Limited | 14.1 | 25.2 | 44.0% Zoetis Inc. | 18.0 | 31.7 | 43.2% DiaSorin S.p.A. | 14.7 | 25.5 | 42.4%]

One company that definitely stands out? Adobe ($ADBE).

The company is trading at its cheapest valuation level ever:

[Image — Adobe forward PE history. Source: Fiscal.ai]

Adobe has steadily grown its revenue at a 15% CAGR over the past decade.

This shows the company has significant potential and is still creating shareholder value.

[Image — Adobe revenue history. Source: Fiscal.ai]

And now, management is also buying back shares.

If you want a steady, reliable company that can grow revenue and compound shareholder value for years to come, Adobe might be the one.

This under the assumption you don't believe Artificial Intelligence will disrupt their business model.

[Image — Adobe shares outstanding. Source: Fiscal.ai]

2. Earnings Growth Model

Here are the most undervalued companies based on our Earnings Growth Model:

[Table image — most undervalued on the Earnings Growth Model. Columns: Company | Ticker | EPS Growth | Dividend Yield | FWD PE | Fair exit PE | Expected Return. Adobe Inc. | ADBE | 12.5% | 0.0% | 13.6 | 25.0 | 20.9% DiaSorin S.p.A. | DIA | 10.2% | 1.7% | 14.7 | 25.0 | 18.9% Insperity, Inc. | NSP | 9.4% | 5.2% | 18.4 | 25.0 | 18.2% Novo Nordisk A/S | NOVO B | 8.6% | 3.0% | 12.5 | 20.0 | 17.6% Ares Management Corporation | ARES | 15.0% | 2.6% | 27.4 | 25.0 | 16.7% Paycom Software, Inc. | PAYC | 10.8% | 1.0% | 16.8 | 25.0 | 16.7% Dino Polska S.A. | DNP | 15.0% | 0.0% | 18.3 | 20.0 | 15.9% Tatton Asset Management plc | TAM | 11.4% | 3.7% | 20.8 | 22.5 | 15.9% The Progressive Corporation | PGR | 7.6% | 6.9% | 13.6 | 15.0 | 15.5% Synektik Spolka Akcyjna | SNT | 15.0% | 3.6% | 17.1 | 11.8 | 15.5% Computer Modelling Group Ltd. | CMG | 15.0% | 0.8% | 20.9 | 20.0 | 15.4% Gildan Activewear Inc. | GIL | 15.0% | 1.4% | 14.2 | 12.7 | 15.3% Evolution AB (publ) | EVO | 5.7% | 5.0% | 10.3 | 15.0 | 15.3% Paychex, Inc. | PAYX | 8.9% | 3.9% | 20.2 | 25.0 | 15.2% Interparfums, Inc. | IPAR | 10.0% | 3.6% | 17.5 | 20.0 | 15.0%]

Dino Polska ($DNP) is a Quality company we own.

The Polish discount retailer is a strong compounder.

They are expanding their store base and grow revenue year after year:

[Image — Dino Polska revenue history. Source: Fiscal.ai]

3. Reverse DCF

Here's a list of the most undervalued companies based on Our Reverse DCF:

[Table image — most undervalued on the Reverse DCF. Columns: Company | Ticker | Required growth reverse DCF | Expected growth | Difference. Equasens Societe anonyme | EQS | -2.0% | 12.0% | 14.0% Nexstar Media Group, Inc. | NXST | -3.1% | 10.0% | 13.1% HCA Healthcare, Inc. | HCA | 2.2% | 15.0% | 12.8% goeasy Ltd. | GSY | -1.2% | 11.0% | 12.2% YouGov plc | YOU | -10.7% | 1.0% | 11.7% Computer Modelling Group Ltd. | CMG | 3.5% | 15.0% | 11.5% Brookfield Corporation | BN | 4.4% | 15.0% | 10.6% LEM Holding SA | LEHN | 1.2% | 11.0% | 9.8% Sanlorenzo S.p.A. | SL | -3.5% | 6.0% | 9.5% Adobe Inc. | ADBE | 3.2% | 12.5% | 9.3% Teqnion AB (publ) | TEQ | 5.7% | 15.0% | 9.3% SDI Group plc | SDI | 0.8% | 10.0% | 9.2% InfraCom Group AB (publ) | INFRA | 0.4% | 9.0% | 8.6% Monarch Casino & Resort, Inc. | MCRI | -0.4% | 8.2% | 8.6% Evolution AB (publ) | EVO | -2.8% | 5.7% | 8.5%]

Brookfield Corporation is a company we own in our portfolio.

CEO Bruce Flatt is confident that the business can deliver an annual return of 15% in the long term.

This means Brookfield's earnings would double every five years.

[Image — Brookfield 15% target. Source: Brookfield Investor Presentation]

Highest return

Our watchlist consists of high-quality compounders.

If we rank them by highest return over the past 5 years it looks as follows:

[Table image — highest 5-year return in the watchlist. Columns: Company | Ticker | YTD | 5 Year CAGR | 10 Year CAGR. Synektik Spolka Akcyjna | SNT | 3.50% | 60.20% | 32.80% Arista Networks, Inc. | ANET | -2.80% | 45.80% | 41.80% Esquire Financial Holdings, Inc. | ESQ | 5.40% | 41.90% | 21.50% Fairfax Financial Holdings Limited | FFH | -7.90% | 40.90% | 12.80% New Wave Group AB (publ) | NEWA B | -2.00% | 35.50% | 22.50% Medpace Holdings, Inc. | MEDP | 7.00% | 34.30% | 36.20% Ares Management Corporation | ARES | 2.00% | 34.00% | 31.20% IRADIMED CORPORATION | IRMD | 6.80% | 33.50% | 16.70% Cerillion Plc | CER | 25.60% | 32.40% | 34.50% Kelly Partners Group Holdings Limited | KPG | -15.10% | 32.20% | 18.00% Dollarama Inc. | DOL | -4.70% | 31.20% | 23.30% DICK'S Sporting Goods, Inc. | DKS | 7.50% | 30.60% | 19.50% Williams-Sonoma, Inc. | WSM | 12.60% | 30.20% | 24.10% KKR & Co. Inc. | KKR | 2.00% | 27.40% | 25.40% Fair Isaac Corporation | FICO | -4.60% | 26.50% | 33.80%]

The Big Picture

Today, 51 companies are undervalued on each valuation method in our watchlist.

This number (51) has never been higher.

Click on the picture to expand:

[Image — full watchlist valuation sheet, 51 names undervalued on all three methods]

Our Portfolio

Here's what the valuation looks like for our Portfolio.

Click on the picture to expand:

[Table image — Our Portfolio valuation sheet. Columns: Company | Advice | EPS Growth | Dividend Yield | FWD PE | Fair exit PE | Expected Return | Fair value | Stock price | Over/Undervaluation | Current Forward PE | Average Forward PE past 5 years | Over/Undervaluation | Required growth reverse DCF | Expected growth | Difference. OTC Markets Group Inc. | HOLD | 6.0% | 4.8% | 17.9 | 17.9 | 10.8% | 58.5 | 53.8 | 8.0% | 17.9 | 21.6 | 17.1% | 7.0% | 6.0% | -1.0% Medpace Holdings, Inc. | HOLD | 14.1% | 0.0% | 33.3 | 25 | 11.6% | 777.3 | 610.9 | 21.4% | 33.3 | 29.4 | -13.3% | 13.7% | 14.1% | 0.4% Evolution AB (publ) | BUY | 5.7% | 5.0% | 10.3 | 15 | 15.3% | 921.7 | 588.6 | 36.1% | 10.3 | 15 | 31.3% | -2.8% | 5.7% | 8.5% Kelly Partners Group Holdings Limited | STRONG BUY | 15.0% | 0.0% | 30.6 | 25 | 13.2% | 11.7 | 7.1 | 38.8% | 30.6 | 29.3 | -4.4% | 14.7% | 15.0% | 0.3% Brown & Brown, Inc. | STRONG BUY | 10.2% | 0.8% | 17.2 | 20 | 12.6% | 103.4 | 80 | 22.6% | 17.2 | 24.7 | 30.4% | 5.8% | 10.2% | 4.4% LVMH Moet Hennessy - Louis Vuitton | HOLD | 9.6% | 2.1% | 27.4 | 24.9 | 10.8% | 623.3 | 569.3 | 8.7% | 27.4 | 24.9 | -10.0% | 11.5% | 9.6% | -1.9% Games Workshop Group PLC | HOLD | 7.0% | 2.6% | 35.7 | 23 | 6.0% | 112.1 | 181 | -61.4% | 35.7 | 23 | -55.2% | 15.1% | 7.0% | -8.1% Dino Polska S.A. | BUY | 15.0% | 0.0% | 18.3 | 20 | 15.9% | 88.3 | 40.4 | 54.3% | 18.3 | 24.9 | 26.5% | 13.1% | 15.0% | 1.9% Kinsale Capital Group, Inc. | STRONG BUY | 13.1% | 0.2% | 17.7 | 20 | 14.6% | 672.6 | 398.8 | 40.7% | 17.7 | 28.6 | 38.1% | 7.1% | 13.1% | 6.0% Interparfums, Inc. | BUY | 10.0% | 3.6% | 17.5 | 20 | 15.0% | 160.6 | 89.9 | 44.0% | 17.5 | 26.3 | 33.5% | 2.7% | 10.0% | 7.3% Ameriprise Financial, Inc. | BUY | 10.0% | 1.3% | 11.6 | 11.7 | 11.4% | 590.5 | 509.3 | 13.7% | 11.6 | 11.7 | 0.9% | 2.4% | 10.0% | 7.6% Visa Inc. | BUY | 12.2% | 0.8% | 25.9 | 25 | 12.7% | 452.7 | 328.3 | 27.5% | 25.9 | 28.3 | 8.5% | 10.4% | 12.2% | 1.8% Topicus.com Inc. | STRONG BUY | 15.0% | 0.0% | 30.2 | 25 | 13.3% | 187.1 | 113 | 39.6% | 30.2 | 49.2 | 38.6% | 9.1% | 15.0% | 5.9% Judges Scientific plc | BUY | 10.0% | 1.8% | 19.9 | 20 | 11.9% | 70.8 | 57.8 | 18.4% | 19.9 | 26.8 | 25.7% | 5.4% | 10.0% | 4.6% HgCapital Trust | STRONG BUY | 12.0% | 1.1% | 5.0 (stock price) | 5.5 (NAV per share) | 14.6% | 5.5 (NAV per share) | 5 | 9.1% | 5.0 (stock price) | 5.5 (NAV per share) | 9.1% | / | / | / Novo Nordisk A/S | BUY | 8.6% | 3.0% | 12.5 | 20 | 17.6% | 729.1 | 382.8 | 47.5% | 12.5 | 27.8 | 55.0% | 8.2% | 8.6% | 0.4% Constellation Software Inc. | STRONG BUY | 15.0% | 0.2% | 21.8 | 20 | 14.4% | 5334.5 | 2791 | 47.7% | 21.8 | 31.5 | 30.8% | 7.0% | 15.0% | 8.0% Brookfield Corporation | BUY | 15.0% | 0.5% | 37.3 | 25 | 12.2% | 96.9 | 65 | 32.9% | 37.3 | 26.8 | -39.1% | 4.4% | 15.0% | 10.6%]

There are Six Strong Buys in our Portfolio today: - Brown & Brown ($BRO) - Kinsale Capital ($KNSL) - Topicus ($TOI) - Kelly Partners Group ($KPG) - HgCapital Trust ($HGT) - Constellation Software ($CSU)

Conclusion

That's it for today. Here's what you should remember:

44 stocks in Our Buy-Hold-Sell List are on 'Buy' right now

5 Stocks went from Hold to Buy: - Mastercard ($MA) - RH ($RH) - Hamilton Lane ($HLNE) - Esquire Financial Holdings ($ESQ) - Intercontinental Exchange ($ICE)

2 Stocks went from Buy to Hold: - Chemed ($CHE) - Pool ($POOL)

6 Companies are a 'Strong Buy' in Our Portfolio today: - Brown & Brown ($BRO) - Kinsale Capital ($KNSL) - Topicus ($TOI) - Kelly Partners Group ($KPG) - HgCapital Trust ($HGT) - Constellation Software ($CSU).

As a reminder, you can find the entire Buy-Hold-Sell List here: Buy-Hold-Sell List

Happy Compounding! And always remember: today is an amazing day to add great companies to your portfolio.

Everything In Life Compounds Pieter

Book Order your copy of The Art of Quality Investing here

Used sources Interactive Brokers: Portfolio data and executing all transactions Fiscal.ai: Financial data

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