The Holding Period
  • Picks
  • Topics
  • About
  • Contact

Picks

Every quarterly pick from day one, tracked against the S&P 500 Total Return index. One pick per quarter. No rebalancing. The record is public and unedited.

  • 2026 Q1 DHR
    Danaher Corporation The Operating System for Life Sciences
    →
  • 2025 Q4 NVR
    NVR Inc Homebuilding With a Different Business Model
    →
  • 2025 Q3 WSO
    Watsco The Boring Distributor That Quietly Compounds
    →

Returns shown are total return assuming reinvestment of dividends. Stock series use adjusted close prices. Benchmark is S&P 500 Total Return index (^SP500TR). Not investment advice.

© 2026 The Holding Period
  • Picks
  • Topics
  • FAQ
  • About
  • Contact