After a tariffic week, five of the portfolio holdings ranked in the Top Ten: GRC, PPG, QCOM, SJW, and TGT.
| Ticker | Account Value |
| GRC | 2,899.62 |
| PPG | 2,776.20 |
| QCOM | 2,931.58 |
| SJW | 3,370.50 |
| TGT | 2,488.72 |
The lowest amount belongs to TGT which last traded at $95.72, a level first seen in August 2019 and last seen during the pandemic. I will acquire 3 shares of TGT on Monday morning. See the 2025-03-22 post for a slightly deeper dive into TGT’s recent performance. Below, is the purchase history and average cost calculation.
