MS
Mark Sansoterra Portfolio
Invests via Highview Capital Management LLC/DE/ | Managed by Mark Sansoterra
Invests via Highview Capital Management LLC/DE/
Managed by Mark Sansoterra
Automatically Tracked
Mark Sansoterra Profile
Mark Sansoterra has established a prominent career as an operating executive specializing in transformative business strategies across various industries. With a strong foundation in both private and public sector leadership roles, he has significantly contributed to growth initiatives that drive efficiency and innovation. Known for his expertise in aligning operational goals with overarching corporate objectives, he focuses on enhancing market responsiveness and competitive positioning. Mark's experience includes steering organizations through complex transitions while fostering collaborative environments to maximize team performance. His strategic insights are crucial for stakeholders seeking sustainable value creation within their operations.
Mark Sansoterra has established a prominent career as an operating executive specializing in transformative business strategies across various industries. With a strong foundation in both private and public sector leadership roles, he has significantly contributed to growth initiatives that drive efficiency and innovation. Known for his expertise in aligning operational goals with overarching corporate objectives, he focuses on enhancing market responsiveness and competitive positioning. Mark's experience includes steering organizations through complex transitions while fostering collaborative environments to maximize team performance. His strategic insights are crucial for stakeholders seeking sustainable value creation within their operations.
Investment Philosophy & Strategy
Examining the competitive landscape reveals that Mark Sansoterra leverages his extensive operational expertise to identify transformative opportunities. His strategic foresight prioritizes growth by aligning organizational objectives with emerging market trends, driving innovation and efficiency across sectors. Committed to sustainable value creation, he navigates complex transitions while fostering collaboration among stakeholders. This approach not only enhances operational responsiveness but also solidifies a competitive edge in diverse industries. By integrating hands-on leadership with a keen eye for market dynamics, he empowers organizations to realize their full potential.
Examining the competitive landscape reveals that Mark Sansoterra leverages his extensive operational expertise to identify transformative opportunities. His strategic foresight prioritizes growth by aligning organizational objectives with emerging market trends, driving innovation and efficiency across sectors. Committed to sustainable value creation, he navigates complex transitions while fostering collaboration among stakeholders. This approach not only enhances operational responsiveness but also solidifies a competitive edge in diverse industries. By integrating hands-on leadership with a keen eye for market dynamics, he empowers organizations to realize their full potential.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
64.76%
Gain +8.44%
Monthly
0.72%
Yearly
8.96%
Drawdown
14.68%
$338.19M
Equity
Holdings
$338.19M
Investment
$209.82M
$140.77M
Profit +$31.24M
Realized
$12.41M
Unrealized
$128.36M
Dividends
$11.38M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
8.44%
Profit
$31.24M
Win %
82%
This Week
Compared To Last Week
Gain
8.61%
Profit
$26.81M
Win %
82%
This Month
Compared to last month
Gain
8.43%
Profit
$26.29M
Win %
82%
This Year
Compared to last year
Gain
8.56%
Profit
$30.55M
Win %
81%
WDC Western Digital Corporation
+6.36%
+$374,761.17 
KLAC KLA Corporation
+5.55%
+$1.72M 
QCOM QUALCOMM Incorporated
+4.28%
+$52,079.94 
GEV GE Vernova Inc.
+3.65%
+$8,881.53 
PWR Quanta Services Inc.
+3.57%
+$158,299.53 
CEG Constellation Energy Corporation
+2.86%
+$16,165.65 
CME CME Group Inc.
+2.79%
+$48,619.51 
AMAT Applied Materials, Inc.
+2.64%
+$98,763.6 
GS The Goldman Sachs Group, Inc.
+2.61%
+$69,847.86 
JPM JPMorgan Chase & Co.
+2.3%
+$102,155.92 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$3,465 
TSLA Tesla, Inc.
+1.82%
+$31,427.76 
TMUS T-Mobile US, Inc.
+1.78%
+$16,653.84 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$50,612.22 
CFG Citizens Financial Group, Inc.
+1.68%
+$26,405.12 
WELL Welltower Inc.
+1.68%
+$27,315.14 
WFC Wells Fargo & Company
+1.64%
+$29,151.9 
UNP Union Pacific Corporation
+1.58%
+$4,305.25 
BLK BlackRock, Inc.
+1.56%
+$25,090.52 
DE Deere & Company
+1.53%
+$19,707.18 
BAC Bank of America Corporation
+1.5%
+$4,228.02 
CAT Caterpillar Inc.
+1.48%
+$46,167.12 
CVS CVS Health Corporation
+1.46%
+$22,074.99 
COP ConocoPhillips
+1.39%
+$18,266.51 
TXN Texas Instruments Inc
+1.35%
+$4,623 
NEE NextEra Energy, Inc.
+1.3%
+$19,835.2 
LRCX Lam Research Corporation
+1.19%
+$7,057.92 
ILF iShares Latin America 40 ETF
+1.19%
+$61,275.73 
DVY iShares Select Dividend ETF
+1.19%
+$3,580.5 
TEL TE Connectivity plc
+1.18%
+$13,205.5 
AZO AutoZone Inc.
+1.08%
+$12,257.76 
JNJ Johnson & Johnson
+1.07%
+$5,439.15 
PLD Prologis Inc.
+1.06%
+$16,589.04 
V Visa Inc. Class A
+1.05%
+$51,903.79 
VRSK Verisk Analytics Inc.
+0.99%
+$5,850 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$3,355.52 
XYL Xylem Inc.
+0.91%
+$13,074.93 
BKNG Booking Holdings Inc.
+0.82%
+$11,778.75 
SRE Sempra
+0.82%
+$10,887.75 
GE General Electric Company
+0.81%
+$11,172.56 
EQWL Invesco S&P 100 Equal Weight ETF
+0.8%
+$52,186.85 
PCAR PACCAR Inc.
+0.8%
+$19,886.64 
SBUX Starbucks Corporation
+0.74%
+$9,438.44 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$124,329.99 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$43,902.81 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,897.71 
COST Costco Wholesale Corporation
+0.68%
+$25,301.34 
ECL Ecolab Inc.
+0.65%
+$10,786.68 
DUK Duke Energy Corporation
+0.64%
+$10,567.14 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$4,246.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$1,506.88 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$40,778 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$9,431.7 
IVV iShares Core S&P 500 ETF
+0.58%
+$112,668.91 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$100,458.03 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$7,280.42 
IWB iShares Russell 1000 ETF
+0.55%
+$1,687.2 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$2,798.66 
GOOGL Alphabet Inc
+0.53%
+$58,881.48 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$51,752 
GOOG Alphabet Inc
+0.45%
+$15,391.9 
ROST Ross Stores, Inc.
+0.43%
+$2,550 
HSY The Hershey Company
+0.42%
+$5,632.69 
WMT Walmart Inc.
+0.41%
+$13,822.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$6,377.25 
PEP PepsiCo, Inc.
+0.4%
+$5,142.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$45,274.5 
AMGN Amgen Inc.
+0.34%
+$4,709.21 
CWI SPDR MSCI ACWI ex-US ETF
+0.32%
+$1,370.33 
CDNS Cadence Design Systems, Inc.
+0.32%
+$6,500.16 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.32%
+$1,097.63 
XOM Exxon Mobil Corporation
+0.28%
+$6,645.69 
GWW W.W. Grainger, Inc.
+0.14%
+$462.5 
NVDA NVIDIA Corporation
+0.14%
+$17,850.85 
MSFT Microsoft Corp.
+0.1%
+$8,232.4 
PH Parker-Hannifin Corporation
+0.09%
+$178.54 
GLD SPDR Gold Shares
+0.06%
+$526.68 
TJX The TJX Companies, Inc.
+0.06%
+$2,937.87 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$1,076.64 
MCD McDonald's Corporation
+0.01%
+$25.43 
SNOW
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$160,936.1 
PLTR Palantir Technologies Inc.
-2.36%
-$54,838.23 
FIVE Five Below, Inc.
-1.72%
-$34,817.4 
ABT Abbott Laboratories
-1.68%
-$3,322 
LMT Lockheed Martin Corporation
-1.53%
-$6,112.91 
AAPL Apple Inc.
-1.52%
-$265,068 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$18,251.64 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$36,631.08 
AMZN Amazon.com Inc
-1.23%
-$73,274.8 
NFLX Netflix, Inc.
-1.14%
-$18,594.42 
HII Huntington Ingalls Industries Inc.
-1.12%
-$14,696.57 
AVGO Broadcom Inc.
-0.91%
-$65,674 
EW Edwards Lifesciences Corporation
-0.77%
-$1,831.5 
CSCO Cisco Systems, Inc.
-0.6%
-$11,840.6 
ISRG Intuitive Surgical, Inc.
-0.44%
-$7,020.95 
DGX Quest Diagnostics Inc.
-0.35%
-$6,698.2 
META Meta Platforms Inc Class A
-0.26%
-$6,851.25 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$2,641.65 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$641.01 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$67.27 Events
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Dividends
Dividend Analysis
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| Trades 1513 | Longs Won 870/1513 57% | Profit Factor 6.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $857,928.26 |
| Average Win $193,598.25 | Best Trade (Jun 12) $30.86M | Sharpe Ratio -10.84 |
| Average Loss -$43,020.52 | Worst Trade (Sep 30) -$1.01M | Z-Score -0.26 (20.64%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w 1d | Expectancy $93,039.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
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Returns
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