HD
Home Depot, Inc.
stock NYSE

I like buying stock in companies I use a lot like HD, KDP, VFC. It's totally just an emotional thing, but I have outpaced the S&P with it.

\--------- YES --------------
TSCO - Tractor supply - 15 p/e - Currently facing competition from Amazon and lot of local hardware stores but is priced well and is generally liked by consumers. At a 6 year low. I like places like this with housing prices being so high and people settling in.
CRM - Lowest PEG ratio amongst SaaS nearly 4x cheaper that NOW. (CRM and NOW are both attractive to me, I work in enterprise build vs buy high level architecture assessment and these are very difficult to replace without a strong engineering team).

VEEV (240 target), INTU (380) - Difficult regulation environments to operate in. Nearly unreplaceable.
\------ MAYBE ------
ADBE/HD - I bought both of these at steep discounts and I'm up nearly 20% on each. Less appealing now but I could see another 20% on both if the swing away from AI happens.
UBER - I've liked the company for a while and understand its global scale, I'm just not exactly sure what the growth story is anymore? People keep saying autonomous driving but its not really in consideration to me as the regulations on it still suck. Haven't done a ton of research but I'm interested.
\--- When the price is right ---
Amazon/Microsoft - At the end of the day most of the world runs on these two companies platforms - I usually wait for these to drop and hold for a while and buy long dated calls. Pretty sure I've made nearly all my money this year on that strategy.

Mf so broke he can't even afford the HD ver of this meme lmao
https://preview.redd.it/mxgvut1grudh1.png?width=498&format=png&auto=webp&s=cd6fcfff5360464971bfd9e27ad6bfad43003773

Klein shit just got pulled off the shelves at HD, and their tools although great (former electrician) aren’t standing the test of time. And I think they are being produced in China now but I could be wrong.

I like buying stock in companies I use a lot like HD, KDP, VFC. It's totally just an emotional thing, but I have outpaced the S&P with it.

\--------- YES --------------
TSCO - Tractor supply - 15 p/e - Currently facing competition from Amazon and lot of local hardware stores but is priced well and is generally liked by consumers. At a 6 year low. I like places like this with housing prices being so high and people settling in.
CRM - Lowest PEG ratio amongst SaaS nearly 4x cheaper that NOW. (CRM and NOW are both attractive to me, I work in enterprise build vs buy high level architecture assessment and these are very difficult to replace without a strong engineering team).

VEEV (240 target), INTU (380) - Difficult regulation environments to operate in. Nearly unreplaceable.
\------ MAYBE ------
ADBE/HD - I bought both of these at steep discounts and I'm up nearly 20% on each. Less appealing now but I could see another 20% on both if the swing away from AI happens.
UBER - I've liked the company for a while and understand its global scale, I'm just not exactly sure what the growth story is anymore? People keep saying autonomous driving but its not really in consideration to me as the regulations on it still suck. Haven't done a ton of research but I'm interested.
\--- When the price is right ---
Amazon/Microsoft - At the end of the day most of the world runs on these two companies platforms - I usually wait for these to drop and hold for a while and buy long dated calls. Pretty sure I've made nearly all my money this year on that strategy.

Mf so broke he can't even afford the HD ver of this meme lmao
https://preview.redd.it/mxgvut1grudh1.png?width=498&format=png&auto=webp&s=cd6fcfff5360464971bfd9e27ad6bfad43003773

Klein shit just got pulled off the shelves at HD, and their tools although great (former electrician) aren’t standing the test of time. And I think they are being produced in China now but I could be wrong.

I don’t have a HD insurance plan so that’s not an option for me - but great idea as long as you aren’t giving up an employer match, if available, by only using the 2% rewards and not taking advantage of an employer match for your HSA contributions.
So I throw mine into my fidelity cash mgmt account so the interest is like a mini (mini mini) match. (I also don’t have to worry about exceeding the yearly HSA contribution limit then.)

HD Intraday Trade Review — Right Direction, Poor Location

Ticker symbol HD

Rotated to stable dividend payers, they took profits and secured them.
Look at big names like PEP, VZ, O, PG, HD, JNJ. The list goes on and on.

What if it's the ladder? Calls on HD then

Calls on HD. Rope sales through the roof

\[← All issues\](https://www.ownfolio.net/newsletter/archive)
# Top 25 — July 2026
The 25 highest trailing 1-year total returns in each of three cap tiers — large, mid, and small — from Ownfolio LLC's tracked universe. Same lists every subscriber received.
# Large Cap Top 25
|Rank|Symbol|1Y Return|
|:-|:-|:-|
|1|\*\*ARWR\*\* · Arrowhead Pharmaceuticals Inc|\*\*+397.0%\*\*|
|2|\*\*KRYS\*\* · Krystal Biotech Inc|\*\*+165.3%\*\*|
|3|\*\*CAT\*\* · Caterpillar Inc|\*\*+141.8%\*\*|
|4|\*\*FROG\*\* · Jfrog Ltd|\*\*+129.3%\*\*|
|5|\*\*JAZZ\*\* · Jazz Pharmaceuticals PLC|\*\*+121.5%\*\*|
|6|\*\*GOOGL\*\* · Alphabet Inc|\*\*+101.5%\*\*|
|7|\*\*DDOG\*\* · Datadog Inc (Pre-Reincorporation)|\*\*+92.8%\*\*|
|8|\*\*TWLO\*\* · Twilio Inc|\*\*+79.6%\*\*|
|9|\*\*MDB\*\* · MongoDB Inc|\*\*+73.6%\*\*|
|10|\*\*JNJ\*\* · Johnson & Johnson|\*\*+69.1%\*\*|
|11|\*\*W\*\* · Wayfair Inc|\*\*+67.4%\*\*|
|12|\*\*MRK\*\* · Merck & Co Inc|\*\*+57.3%\*\*|
|13|\*\*LLY\*\* · Eli Lilly and Co|\*\*+55.8%\*\*|
|14|\*\*EXAS\*\* · Exact Sciences Corp|\*\*+53.1%\*\*|
|15|\*\*MS\*\* · Morgan Stanley|\*\*+49.7%\*\*|
|16|\*\*AAPL\*\* · Apple Inc|\*\*+45.3%\*\*|
|17|\*\*GS\*\* · Goldman Sachs Group Inc|\*\*+42.6%\*\*|
|18|\*\*FIVE\*\* · Five Below Inc|\*\*+38.8%\*\*|
|19|\*\*UNH\*\* · UnitedHealth Group Inc|\*\*+38.3%\*\*|
|20|\*\*RTX\*\* · RTX Corp|\*\*+37.9%\*\*|
|21|\*\*ABBV\*\* · AbbVie Inc|\*\*+36.9%\*\*|
|22|\*\*NBIX\*\* · Neurocrine Biosciences Inc|\*\*+34.7%\*\*|
|23|\*\*AVGO\*\* · Broadcom Inc|\*\*+33.5%\*\*|
|24|\*\*WSM\*\* · Williams-Sonoma Inc|\*\*+31.4%\*\*|
|25|\*\*SLB\*\* · SLB NV|\*\*+25.7%\*\*|
# Mid Cap Top 25
|Rank|Symbol|1Y Return|
|:-|:-|:-|
|1|\*\*BEAM\*\* · Beam Therapeutics Inc|\*\*+75.0%\*\*|
|2|\*\*NTLA\*\* · Intellia Therapeutics Inc|\*\*+63.7%\*\*|
|3|\*\*YETI\*\* · Yeti Holdings Inc|\*\*+49.3%\*\*|
|4|\*\*HALO\*\* · Halozyme Therapeutics Inc|\*\*+47.6%\*\*|
|5|\*\*ETSY\*\* · ETSY Inc|\*\*+45.3%\*\*|
|6|\*\*CAKE\*\* · Cheesecake Factory Inc|\*\*+21.3%\*\*|
|7|\*\*SRPT\*\* · Sarepta Therapeutics Inc|\*\*+5.9%\*\*|
|8|\*\*QLYS\*\* · Qualys Inc|\*\*+2.9%\*\*|
|9|\*\*BOOT\*\* · Boot Barn Holdings Inc|\*\*-1.5%\*\*|
|10|\*\*FOLD\*\* · Amicus Therapeutics Inc|\*\*-7.3%\*\*|
|11|\*\*PATH\*\* · UiPath Inc|\*\*-8.9%\*\*|
|12|\*\*BILL\*\* · BILL Holdings Inc|\*\*-13.1%\*\*|
|13|\*\*BOX\*\* · Box Inc|\*\*-15.0%\*\*|
|14|\*\*RARE\*\* · Ultragenyx Pharmaceutical Inc|\*\*-15.2%\*\*|
|15|\*\*RH\*\* · RH|\*\*-17.8%\*\*|
|16|\*\*ESTC\*\* · Elastic NV|\*\*-31.1%\*\*|
|17|\*\*PCOR\*\* · Procore Technologies Inc|\*\*-37.5%\*\*|
|18|\*\*PAYC\*\* · Paycom Software Inc|\*\*-39.0%\*\*|
|19|\*\*DOCU\*\* · DocuSign Inc|\*\*-40.7%\*\*|
|20|\*\*OLLI\*\* · Ollie's Bargain Outlet Holdings Inc|\*\*-43.0%\*\*|
|21|\*\*CHWY\*\* · Chewy Inc|\*\*-49.1%\*\*|
|22|\*\*SPSC\*\* · SPS Commerce Inc|\*\*-57.8%\*\*|
|23|\*\*HUBS\*\* · HubSpot Inc|\*\*-64.8%\*\*|
# Small Cap Top 25
|Rank|Symbol|1Y Return|
|:-|:-|:-|
|1|\*\*TDOC\*\* · Teladoc Health Inc|\*\*+10.2%\*\*|
|2|\*\*SFIX\*\* · Stitch Fix Inc|\*\*-1.5%\*\*|
|3|\*\*PRGS\*\* · Progress Software Corp|\*\*-28.7%\*\*|
|4|\*\*JANX\*\* · Janux Therapeutics Inc|\*\*-35.4%\*\*|
|5|\*\*VRNT\*\* · Verint Systems Inc|\*\*-36.3%\*\*|
|6|\*\*YEXT\*\* · Yext Inc|\*\*-39.8%\*\*|
|7|\*\*VERV\*\* · Verve Therapeutics Inc|\*\*-49.6%\*\*|
|8|\*\*PLAY\*\* · Dave and Buster's Entertainment, Inc|\*\*-67.4%\*\*|
# Top 50 — Weighted Return
One combined list across all cap sizes, not split by tier. Weighted 50% on the trailing 13-week return, 30% on 26-week, 20% on 52-week — recent performance counts more, in the same spirit as "weighted alpha" indicators used elsewhere, without claiming to beat the market (it's not measured against any index).
|Rank|Symbol|Weighted Score|
|:-|:-|:-|
|1|\*\*DDOG\*\* · Datadog Inc (Pre-Reincorporation)|\*\*+105.4%\*\*|
|2|\*\*ARWR\*\* · Arrowhead Pharmaceuticals Inc|\*\*+102.3%\*\*|
|3|\*\*FROG\*\* · Jfrog Ltd|\*\*+89.4%\*\*|
|4|\*\*KRYS\*\* · Krystal Biotech Inc|\*\*+70.4%\*\*|
|5|\*\*CAT\*\* · Caterpillar Inc|\*\*+65.9%\*\*|
|6|\*\*TWLO\*\* · Twilio Inc|\*\*+63.9%\*\*|
|7|\*\*NTLA\*\* · Intellia Therapeutics Inc|\*\*+56.1%\*\*|
|8|\*\*JAZZ\*\* · Jazz Pharmaceuticals PLC|\*\*+51.5%\*\*|
|9|\*\*ETSY\*\* · ETSY Inc|\*\*+47.3%\*\*|
|10|\*\*UNH\*\* · UnitedHealth Group Inc|\*\*+45.2%\*\*|
|11|\*\*BEAM\*\* · Beam Therapeutics Inc|\*\*+45.1%\*\*|
|12|\*\*TDOC\*\* · Teladoc Health Inc|\*\*+44.5%\*\*|
|13|\*\*CAKE\*\* · Cheesecake Factory Inc|\*\*+42.6%\*\*|
|14|\*\*EXAS\*\* · Exact Sciences Corp|\*\*+41.1%\*\*|
|15|\*\*GOOGL\*\* · Alphabet Inc|\*\*+37.3%\*\*|
|16|\*\*QLYS\*\* · Qualys Inc|\*\*+36.7%\*\*|
|17|\*\*MDB\*\* · MongoDB Inc|\*\*+31.7%\*\*|
|18|\*\*LLY\*\* · Eli Lilly and Co|\*\*+31.0%\*\*|
|19|\*\*YETI\*\* · Yeti Holdings Inc|\*\*+30.8%\*\*|
|20|\*\*MS\*\* · Morgan Stanley|\*\*+30.3%\*\*|
|21|\*\*NBIX\*\* · Neurocrine Biosciences Inc|\*\*+28.7%\*\*|
|22|\*\*RARE\*\* · Ultragenyx Pharmaceutical Inc|\*\*+25.9%\*\*|
|23|\*\*HALO\*\* · Halozyme Therapeutics Inc|\*\*+25.8%\*\*|
|24|\*\*JNJ\*\* · Johnson & Johnson|\*\*+25.6%\*\*|
|25|\*\*WSM\*\* · Williams-Sonoma Inc|\*\*+24.7%\*\*|
|26|\*\*W\*\* · Wayfair Inc|\*\*+24.4%\*\*|
|27|\*\*AAPL\*\* · Apple Inc|\*\*+23.7%\*\*|
|28|\*\*GS\*\* · Goldman Sachs Group Inc|\*\*+22.5%\*\*|
|29|\*\*MRK\*\* · Merck & Co Inc|\*\*+21.8%\*\*|
|30|\*\*ABBV\*\* · AbbVie Inc|\*\*+21.5%\*\*|
|31|\*\*CR\*\* · Crane Co|\*\*+20.9%\*\*|
|32|\*\*FOLD\*\* · Amicus Therapeutics Inc|\*\*+20.8%\*\*|
|33|\*\*DE\*\* · Deere & Co|\*\*+18.9%\*\*|
|34|\*\*PRGS\*\* · Progress Software Corp|\*\*+16.1%\*\*|
|35|\*\*AVGO\*\* · Broadcom Inc|\*\*+15.8%\*\*|
|36|\*\*BAC\*\* · Bank of America Corp|\*\*+15.7%\*\*|
|37|\*\*KO\*\* · Coca-Cola Co|\*\*+15.1%\*\*|
|38|\*\*TXRH\*\* · Texas Roadhouse Inc|\*\*+13.3%\*\*|
|39|\*\*AMZN\*\* · \[Amazon.com\](http://Amazon.com) Inc|\*\*+11.7%\*\*|
|40|\*\*NVDA\*\* · NVIDIA Corp|\*\*+11.6%\*\*|
|41|\*\*RTX\*\* · RTX Corp|\*\*+11.3%\*\*|
|42|\*\*V\*\* · Visa Inc|\*\*+10.9%\*\*|
|43|\*\*JPM\*\* · JPMorgan Chase & Co|\*\*+10.2%\*\*|
|44|\*\*UPS\*\* · United Parcel Service Inc|\*\*+10.2%\*\*|
|45|\*\*BA\*\* · Boeing Co|\*\*+9.4%\*\*|
|46|\*\*TXT\*\* · Textron Inc|\*\*+5.9%\*\*|
|47|\*\*TMO\*\* · Thermo Fisher Scientific Inc|\*\*+4.8%\*\*|
|48|\*\*SLB\*\* · SLB NV|\*\*+4.7%\*\*|
|49|\*\*RH\*\* · RH|\*\*+4.6%\*\*|
|50|\*\*HD\*\* · Home Depot Inc|\*\*+4.6%\*\*|

bro came back in HD!