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:
92.78%
Gain -0.07%
Monthly
1.06%
Yearly
13.46%
Drawdown
22.93%
$310.7M
Equity
Holdings
$310.7M
Investment
$212.45M
$110.65M
Profit -$520,113.13
Realized
$12.41M
Unrealized
$98.25M
Dividends
$11.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$520,113.13
Win %
84%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$1.04M
Win %
84%
This Month
Compared to last month
Gain
-1.14%
Profit
-$3.58M
Win %
84%
This Year
Compared to last year
Gain
12.95%
Profit
$35.63M
Win %
84%
WDC Western Digital Corporation
+3.92%
+$208,355.4 
AVGO Broadcom Inc.
+3.05%
+$212,502.3 
PLTR Palantir Technologies Inc.
+2.79%
+$65,486.43 
SNOW Snowflake Inc.
+2.75%
+$87,128.28 
ISRG Intuitive Surgical, Inc.
+2.25%
+$30,101 
GEV GE Vernova Inc.
+2.22%
+$6,295.32 
MSFT Microsoft Corp.
+2.04%
+$165,677.05 
GOOG Alphabet Inc
+1.97%
+$65,704.6 
GOOGL Alphabet Inc
+1.83%
+$196,066.08 
ABT Abbott Laboratories
+1.73%
+$3,828 
COP ConocoPhillips
+1.43%
+$18,664.84 
AMZN Amazon.com Inc
+1.37%
+$83,671.9 
TTWO Take-Two Interactive Software, Inc.
+1.31%
+$24,775.47 
TXN Texas Instruments Inc
+1.26%
+$4,103.43 
HII Huntington Ingalls Industries Inc.
+1.24%
+$14,565.74 
XOM Exxon Mobil Corporation
+1.07%
+$25,610.22 
MTUM iShares MSCI USA Momentum Factor ETF
+1.04%
+$29,039.85 
V Visa Inc. Class A
+1.04%
+$57,808.8 
FIVE Five Below, Inc.
+1.04%
+$21,010.5 
TMUS T-Mobile US, Inc.
+1.02%
+$9,926.83 
PWR Quanta Services Inc.
+0.96%
+$39,274.43 
EEM iShares MSCI Emerging Markets ETF
+0.95%
+$61,167 
ROST Ross Stores, Inc.
+0.92%
+$5,350 
NVDA NVIDIA Corporation
+0.87%
+$113,831.52 
IEMG iShares Core MSCI Emerging Markets ETF
+0.8%
+$5,170.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.76%
+$11,884.87 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$11,331.45 
CDNS Cadence Design Systems, Inc.
+0.73%
+$12,787.25 
TEL TE Connectivity plc
+0.72%
+$7,896.3 
ILF iShares Latin America 40 ETF
+0.7%
+$35,868.72 
CRWD CrowdStrike Holdings, Inc.
+0.64%
+$21,903.12 
LMT Lockheed Martin Corporation
+0.64%
+$2,366.76 
CEG Constellation Energy Corporation
+0.64%
+$3,691.73 
TJX The TJX Companies, Inc.
+0.49%
+$23,193.75 
DUK Duke Energy Corporation
+0.47%
+$7,842.28 
CME CME Group Inc.
+0.42%
+$6,808.05 
META Meta Platforms Inc Class A
+0.37%
+$11,340 
WELL Welltower Inc.
+0.23%
+$4,255.9 
VRSK Verisk Analytics Inc.
+0.21%
+$1,365 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.2%
+$722.12 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$35,172.74 
HSY The Hershey Company
+0.2%
+$2,503.42 
IWB iShares Russell 1000 ETF
+0.18%
+$562.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.18%
+$443.2 
IVV iShares Core S&P 500 ETF
+0.17%
+$34,062.08 
CVS CVS Health Corporation
+0.15%
+$2,402.72 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$862.58 
QCOM QUALCOMM Incorporated
+0.11%
+$1,140 
AMAT Applied Materials, Inc.
+0.11%
+$3,785.6 
SUSA iShares MSCI USA ESG Select ETF
+0.09%
+$443.69 
CWI SPDR MSCI ACWI ex-US ETF
+0.03%
+$105.41 
AAPL Apple Inc.
-2.69%
-$527,779.25 
NFLX Netflix, Inc.
-2.23%
-$30,690.79 
PEP PepsiCo, Inc.
-1.98%
-$24,026.86 
TSLA Tesla, Inc.
-1.96%
-$32,247.95 
DE Deere & Company
-1.95%
-$26,317.7 
GWW W.W. Grainger, Inc.
-1.93%
-$6,744.99 
GE General Electric Company
-1.76%
-$25,407.32 
WMT Walmart Inc.
-1.75%
-$55,290 
LLY Eli Lilly and Company
-1.73%
-$117,333.41 
BKNG Booking Holdings Inc.
-1.66%
-$26,262.25 
CAT Caterpillar Inc.
-1.56%
-$47,692.09 
XYL Xylem Inc.
-1.51%
-$24,565.02 
AZO AutoZone Inc.
-1.48%
-$16,533.35 
KLAC KLA Corporation
-1.48%
-$40,476.15 
PLD Prologis Inc.
-1.48%
-$23,501.14 
UNP Union Pacific Corporation
-1.47%
-$4,487.59 
ECL Ecolab Inc.
-1.44%
-$24,853.52 
SRE Sempra
-1.41%
-$18,872.1 
LRCX Lam Research Corporation
-1.4%
-$7,123.12 
JNJ Johnson & Johnson
-1.29%
-$6,964.27 
BLK BlackRock, Inc.
-1.11%
-$18,956.6 
WFC Wells Fargo & Company
-1.07%
-$20,298.36 
PCAR PACCAR Inc.
-1.03%
-$27,578.96 
BAC Bank of America Corporation
-1%
-$3,132.81 
NEE NextEra Energy, Inc.
-0.97%
-$15,507.52 
PAVE Global X U.S. Infrastructure Development ETF
-0.97%
-$3,265.64 
DGX Quest Diagnostics Inc.
-0.96%
-$19,192.02 
SBUX Starbucks Corporation
-0.86%
-$11,301.29 
CFG Citizens Financial Group, Inc.
-0.81%
-$13,791.96 
VRTX Vertex Pharmaceuticals Incorporated
-0.75%
-$20,289.36 
COST Costco Wholesale Corporation
-0.68%
-$24,199.17 
PH Parker-Hannifin Corporation
-0.68%
-$1,453.18 
GS The Goldman Sachs Group, Inc.
-0.63%
-$17,429.64 
JPM JPMorgan Chase & Co.
-0.51%
-$24,477.77 
TMO Thermo Fisher Scientific Inc.
-0.5%
-$7,753.68 
DVY iShares Select Dividend ETF
-0.48%
-$1,511.12 
VIG Vanguard Dividend Appreciation ETF
-0.42%
-$5,528.74 
MCD McDonald's Corporation
-0.38%
-$1,296.42 
AMGN Amgen Inc.
-0.36%
-$5,095.2 
CSCO Cisco Systems, Inc.
-0.3%
-$5,514.8 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$51,524.14 
MDY SPDR S&P MidCap 400 ETF Trust
-0.3%
-$18,139.41 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$34,408.62 
QUAL iShares MSCI USA Quality Factor ETF
-0.23%
-$23,311.5 
GLD SPDR Gold Shares
-0.22%
-$1,854.9 
CTSH Cognizant Technology Solutions Corporation
-0.21%
-$332.5 
EQWL Invesco S&P 100 Equal Weight ETF
-0.19%
-$12,473.93 
EW Edwards Lifesciences Corporation
-0.09%
-$208.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$269.08 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$538.32 Events
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Dividends
Dividend Analysis
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| Trades 1513 | Longs Won 882/1513 58% | Profit Factor 4.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $336,749.07 |
| Average Win $157,481.96 | Best Trade (Jul 22) $5.35M | Sharpe Ratio -10.32 |
| Average Loss -$44,767.4 | Worst Trade (Sep 30) -$1.01M | Z-Score 5.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $73,133.41 |
| 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 | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Mark Sansoterra?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold Shares - $3.44M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.62M, T-Mobile US, Inc - $1.44M, Progressive Corporation - $1.44M, and Western Digital Corporation - $1.35M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares MSCI EAFE ETF - $1.1M, NVIDIA Corporation - $986,265.73, Invesco QQQ Trust, Series 1 - $927,691, PayPal Holdings Inc - $777,891.63, and Amazon.com Inc - $553,109.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Sansoterra's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.92M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $922,418.86, iShares Core S&P 500 ETF - $880,122.25, SPDR S&P 500 ETF Trust - $566,872.41, iShares Core S&P Mid-Cap ETF - $446,235.95, and Vanguard Short-Term Treasury Fund - $421,616.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Sansoterra's monthly returns?
Mark Sansoterra's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Mark Sansoterra's strategy be considered aggressive or moderate?
Mark Sansoterra's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Mark Sansoterra's strategy?
Mark Sansoterra's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
