New Acquisitions Just a couple of quick updates. 2 new acquisitions, Accenture plc (ACN) and UFP Industries, Inc. (UFPI). I received a nice dividend from IIPR.
Owner’s Quick Update for October 15, 2025 Read More »
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Recent Acquisitions and Adjustments Just a couple of quick updates. I made 2 new acquisitions, adding Ring Energy Inc. (REI) and Factset Research Systems, Inc. (FDS). I also made a few adjustments, adding even more PETS after the share price dropped even more, adding a little more MOV, and trimming a little LNC. Lastly, I
Owner’s Quick Update for October 11, 2025 Read More »
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PART I. Snapshot My Implied Share Price: $31.15 My Current Holdings Symbol Price Weight CASH 1.00 30.97% MOV 19.59 8.27% PETS 2.62 6.31% Options 1.00 4.54% AII 22.73 4.42% IIPR 56.46 3.91% TGT 89.03 3.38% INTC 36.83 3.11% MED 13.99 3.10% CROX 84.89 2.65% UG 7.755 2.42% CNC 38.70 1.96% LNC 41.09 1.94% VZ 43.67
October 2025 – Owner’s Monthly 3-S Report Read More »
Holdings and Allocations