Name Funds
holding
Growth Growth % Return since
30 Sep ‘24
2001
316 +30 +10% 1.74%
2002
548 +52 +10% 97.7%
2003
401 +38 +10% 49.6%
ORI icon
2004
Old Republic International
ORI
$10.3B
570 +54 +10% 19.2%
2005
613 +58 +10% 17.7%
2006
148 +14 +10% 58.9%
2007
571 +54 +10% 25.4%
2008
127 +12 +10% 14.4%
2009
318 +30 +10% 93.3%
2010
106 +10 +10% 26.9%
COKE icon
2011
Coca-Cola Consolidated
COKE
$12.5B
456 +43 +10% 43.2%
2012
297 +28 +10% 21.5%
2013
276 +26 +10% 71.4%
2014
584 +55 +10% 41.2%
2015
170 +16 +10% 6.9%
2016
170 +16 +10% 17.9%
2017
85 +8 +10% 27.8%
2018
85 +8 +10% 1.16%
2019
117 +11 +10% 23.1%
2020
266 +25 +10% 82.9%
2021
394 +37 +10% 57.2%
2022
277 +26 +10% 30%
2023
437 +41 +10% 27.9%
2024
501 +47 +10% 2.03%
2025
128 +12 +10% 11.9%