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:
109.84%
Gain +2.04%
Monthly
1.07%
Yearly
13.59%
Drawdown
23.03%
$352.39M
Equity
Holdings
$352.39M
Investment
$249.27M
$116.17M
Profit +$4.42M
Realized
$13.05M
Unrealized
$103.13M
Dividends
$12.19M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.04%
Profit
$4.42M
Win %
82%
This Week
Compared To Last Week
Gain
1.27%
Profit
$4.42M
Win %
82%
This Month
Compared to last month
Gain
0.58%
Profit
$2.03M
Win %
82%
This Year
Compared to last year
Gain
1.42%
Profit
$4.92M
Win %
79%
AMD Advanced Micro Devices, Inc.
+8.96%
+$293,941.62 
META Meta Platforms Inc Class A
+8.57%
+$279,047.52 
QCOM QUALCOMM Incorporated
+7.07%
+$81,013.65 
CRWD CrowdStrike Holdings, Inc.
+4.18%
+$172,518.81 
CIEN Ciena Corporation
+4.08%
+$54,980.68 
MRVL Marvell Technology, Inc.
+3.85%
+$95,963.18 
CEG Constellation Energy Corporation
+3.59%
+$25,363.77 
AMAT Applied Materials, Inc.
+3.53%
+$107,627.45 
LRCX Lam Research Corporation
+3.5%
+$27,303.28 
CDNS Cadence Design Systems, Inc.
+3.41%
+$56,076.09 
FTNT Fortinet Inc.
+2.93%
+$10,812.8 
KLAC KLA Corporation
+2.9%
+$68,665.13 
IBKR Interactive Brokers Group Inc.
+2.83%
+$52,805.79 
TSLA Tesla, Inc.
+2.78%
+$49,827.96 
PLTR Palantir Technologies Inc.
+2.53%
+$11,292.35 
NFLX Netflix, Inc.
+2.5%
+$34,284.5 
PANW Palo Alto Networks, Inc.
+2.37%
+$14,792 
GOOG Alphabet Inc
+2.33%
+$90,008.34 
EEM iShares MSCI Emerging Markets ETF
+2.17%
+$155,882.88 
QQQ Invesco QQQ Trust, Series 1
+2.16%
+$43,082.16 
IEMG iShares Core MSCI Emerging Markets ETF
+2.06%
+$24,744.22 
MTUM iShares MSCI USA Momentum Factor ETF
+2.02%
+$80,556.25 
GOOGL Alphabet Inc
+2.02%
+$221,970.6 
TJX The TJX Companies, Inc.
+1.96%
+$50,720.86 
TTWO Take-Two Interactive Software, Inc.
+1.96%
+$32,868.15 
FIVE Five Below, Inc.
+1.95%
+$35,068.94 
DELL Dell Technologies Inc.
+1.86%
+$103,601.02 
ILMN Illumina, Inc.
+1.85%
+$53,426.52 
C Citigroup Inc.
+1.78%
+$3,986.5 
WELL Welltower Inc.
+1.75%
+$31,924 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.67%
+$26,386.05 
PH Parker-Hannifin Corporation
+1.66%
+$6,808.15 
AMGN Amgen Inc.
+1.61%
+$24,689.53 
GEV GE Vernova Inc.
+1.54%
+$3,300.3 
ROST Ross Stores, Inc.
+1.47%
+$8,300 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+1.27%
+$4,588.67 
MS Morgan Stanley
+1.24%
+$4,138.99 
QUAL iShares MSCI USA Quality Factor ETF
+1.21%
+$123,264.93 
IWB iShares Russell 1000 ETF
+1.2%
+$3,807.6 
IVV iShares Core S&P 500 ETF
+1.19%
+$235,903.45 
CWI SPDR MSCI ACWI ex-US ETF
+1.18%
+$5,059.68 
NVDA NVIDIA Corporation
+1.18%
+$188,697.31 
SPY SPDR S&P 500 ETF Trust
+1.17%
+$241,759.6 
BX Blackstone Inc.
+1.14%
+$2,751.68 
MCHP Microchip Technology Incorporated
+1.13%
+$11,221.6 
CAT Caterpillar Inc.
+1.13%
+$37,315.6 
SUSA iShares MSCI USA ESG Select ETF
+1.12%
+$5,938.62 
ILF iShares Latin America 40 ETF
+1.07%
+$61,109.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.04%
+$137,581.39 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.89%
+$2,160.6 
DE Deere & Company
+0.85%
+$13,130.58 
AMZN Amazon.com Inc
+0.82%
+$62,751.91 
EQWL Invesco S&P 100 Equal Weight ETF
+0.79%
+$49,718.68 
URI United Rentals, Inc.
+0.79%
+$1,828.57 
HII Huntington Ingalls Industries Inc.
+0.78%
+$6,957.17 
GS The Goldman Sachs Group, Inc.
+0.76%
+$20,256.35 
EWJ iShares MSCI Japan ETF
+0.72%
+$8,276.1 
BLK BlackRock, Inc.
+0.69%
+$12,737.5 
SNOW Snowflake Inc.
+0.68%
+$26,200.3 
PWR Quanta Services Inc.
+0.64%
+$20,326.95 
IWM iShares Russell 2000 ETF
+0.63%
+$3,818.08 
LLY Eli Lilly and Company
+0.62%
+$43,613.36 
JNJ Johnson & Johnson
+0.62%
+$15,893.39 
WMT Walmart Inc.
+0.6%
+$18,973.7 
TXN Texas Instruments Inc
+0.59%
+$1,805.49 
AAPL Apple Inc.
+0.52%
+$103,670 
VRTX Vertex Pharmaceuticals Incorporated
+0.5%
+$14,649.75 
IJH iShares Core S&P Mid-Cap ETF
+0.49%
+$88,598.52 
LMT Lockheed Martin Corporation
+0.49%
+$2,325.51 
PLD Prologis Inc.
+0.49%
+$7,142.77 
MAR Marriott International Inc. - Class A
+0.45%
+$8,829.57 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$23,094.81 
PSA Public Storage Common Stock
+0.39%
+$5,358.6 
JPM JPMorgan Chase & Co.
+0.38%
+$19,140.99 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.36%
+$2,189.32 
BAC Bank of America Corporation
+0.35%
+$1,646.77 
VIG Vanguard Dividend Appreciation ETF
+0.28%
+$3,124.87 
AVGO Broadcom Inc.
+0.26%
+$17,341.08 
GWW W.W. Grainger, Inc.
+0.23%
+$736.25 
CSCO Cisco Systems, Inc.
+0.22%
+$3,995.29 
XLV Health Care Select Sector SPDR Fund
+0.18%
+$828.32 
PAVE Global X U.S. Infrastructure Development ETF
+0.17%
+$2,953.62 
EW Edwards Lifesciences Corporation
+0.16%
+$3,299.76 
CFG Citizens Financial Group, Inc.
+0.15%
+$2,399.08 
MSFT Microsoft Corp.
+0.1%
+$11,128.49 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$338.8 
ECL Ecolab Inc.
+0.08%
+$315.01 
SHY iShares 1-3 Year Treasury Bond ETF
+0.06%
+$601.4 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$211 
XOM Exxon Mobil Corporation
-2.72%
-$43,476.4 
UNP Union Pacific Corporation
-2.72%
-$60,564.4 
VRSK Verisk Analytics Inc.
-1.95%
-$11,131.25 
SBUX Starbucks Corporation
-1.62%
-$22,229.16 
OKE ONEOK, Inc.
-1.36%
-$19,606.26 
WM Waste Management, Inc.
-1.12%
-$2,572.14 
HAL Halliburton Company
-1.04%
-$15,788.85 
XPO XPO Inc.
-1.02%
-$15,964.82 
HD The Home Depot, Inc.
-0.89%
-$1,885.03 
HWM Howmet Aerospace Inc.
-0.88%
-$10,249.47 
GLD SPDR Gold Shares
-0.68%
-$6,274.62 
TMUS T-Mobile US, Inc.
-0.65%
-$5,756.36 
BRK-B Berkshire Hathaway Inc.
-0.6%
-$5,771.6 
APD Air Products and Chemicals, Inc.
-0.59%
-$9,723.78 
PM Philip Morris International Inc.
-0.57%
-$9,855 
NEE NextEra Energy, Inc.
-0.5%
-$1,950.8 
CI The Cigna Group
-0.34%
-$4,554.21 
CME CME Group Inc.
-0.33%
-$841.51 
SYF Synchrony Financial
-0.23%
-$2,883.73 
SXT Sensient Technologies Corporation
-0.22%
-$3,107.55 
DVY iShares Select Dividend ETF
-0.2%
-$596.75 
WDC Western Digital Corporation
-0.2%
-$5,578.76 
CBOE Cboe Global Markets Inc.
-0.19%
-$4,077.21 
MCD McDonald's Corporation
-0.13%
-$419.44 
V Visa Inc. Class A
-0.13%
-$7,647.36 
BKNG Booking Holdings Inc.
-0.12%
-$1,690.56 
COST Costco Wholesale Corporation
-0.08%
-$3,110.96 
DUK Duke Energy Corporation
-0.04%
-$708.85 
SRE Sempra
-0.03%
-$289.16 Events
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Dividends
Dividend Analysis
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| Trades 1618 | Longs Won 967/1618 59% | Profit Factor 4.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $337,165.15 |
| Average Win $158,989.65 | Best Trade (Aug 14) $5.29M | Sharpe Ratio -10.32 |
| Average Loss -$57,710.27 | Worst Trade (Sep 30) -$1.01M | Z-Score 2.5 (98.76%) |
| Commissions $0 | Avg. Trade Length 1y 6m 5d | Expectancy $71,800.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,240 | $11.33M | $20.02M | - | $8.68M | 76.6% | +0.521% |
| AMAT Applied Materials, Inc. | 6,864 | $2.39M | $3.16M | - | $773,463.6 | 32.42% | +3.527% |
| AMD Advanced Micro Devices, Inc. | 5,863 | $3.41M | $3.58M | - | $170,291.13 | 5% | +8.956% |
| AMGN Amgen Inc. | 3,963 | $1.4M | $1.55M | - | $157,581.08 | 11.29% | +1.615% |
| AMZN Amazon.com Inc | 30,146 | $4.99M | $7.71M | - | $2.72M | 54.48% | +0.82% |
| APD Air Products and Chemicals, Inc. | 5,788 | $1.7M | $1.64M | - | -$61,815.78 | -3.64% | -0.591% |
| AVGO Broadcom Inc. | 18,952 | $1.51M | $6.78M | - | $5.28M | 349.99% | +0.256% |
| BAC Bank of America Corporation | 8,033 | $426,872.72 | $465,391.85 | - | $38,519.13 | 9.02% | +0.355% |
| BKNG Booking Holdings Inc. | 8,670 | $814,459.8 | $1.45M | - | $639,542.55 | 78.52% | -0.116% |
| BLK BlackRock, Inc. | 1,733 | $1.65M | $1.87M | - | $215,468.4 | 13.05% | +0.687% |
| BRK-B Berkshire Hathaway Inc. | 1,880 | $693,014.94 | $952,596 | - | $259,581.06 | 37.46% | -0.602% |
| BX Blackstone Inc. | 1,931 | $227,220.77 | $244,049.43 | - | $16,828.66 | 7.41% | +1.14% |
| C Citigroup Inc. | 1,700 | $237,932.02 | $228,004 | - | -$9,928.02 | -4.17% | +1.78% |
| CAT Caterpillar Inc. | 4,082 | $2.31M | $3.34M | - | $1.03M | 44.5% | +1.13% |
| CBOE Cboe Global Markets Inc. | 7,693 | $1.87M | $2.1M | - | $228,174.38 | 12.22% | -0.194% |
| CDNS Cadence Design Systems, Inc. | 5,814 | $1.31M | $1.7M | - | $394,792 | 30.23% | +3.409% |
| CEG Constellation Energy Corporation | 2,772 | $582,569.22 | $731,419.92 | - | $148,850.7 | 25.55% | +3.592% |
| CFG Citizens Financial Group, Inc. | 23,991 | $1.29M | $1.61M | - | $320,561.89 | 24.85% | +0.149% |
| CI The Cigna Group | 4,897 | $1.35M | $1.34M | - | -$6,512.96 | -0.48% | -0.338% |
| CIEN Ciena Corporation | 3,861 | $1.89M | $1.4M | - | -$492,354.72 | -25.99% | +4.083% |
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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: Western Digital Corporation - $4.03M, SPDR Gold Shares - $3.44M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.66M, T-Mobile US, Inc - $1.45M, and Progressive Corporation - $1.44M. 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: Palantir Technologies Inc - $996,306.29, NVIDIA Corporation - $986,359.93, Invesco QQQ Trust, Series 1 - $923,828.27, PayPal Holdings Inc - $777,891.63, and iShares MSCI EAFE ETF - $771,437.9. 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 $12.19M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $955,198.32, iShares Core S&P 500 ETF - $882,152.94, SPDR S&P 500 ETF Trust - $575,106.77, iShares Core S&P Mid-Cap ETF - $501,417.23, 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.
