Andrew Kyle Walker Portfolio
Invests via Sone Capital Management, LLC | Managed by Andrew Kyle Walker, George Panos
Invests via Sone Capital Management, LLC
Managed by Andrew Kyle Walker, George Panos
Automatically Tracked
Andrew Kyle Walker Profile
Investor and operating executive focused on early-stage technology and growth companies, with experience in product, strategy and capital formation. Andrew Kyle Walker has led corporate development and go-to-market efforts, advised VC-backed startups, and participated in angel and seed syndicates. Known for cross-functional leadership, deal sourcing, and portfolio operations, offers expertise in SaaS, marketplaces and enterprise software with hands-on scaling experience.
Investor and operating executive focused on early-stage technology and growth companies, with experience in product, strategy and capital formation. Andrew Kyle Walker has led corporate development and go-to-market efforts, advised VC-backed startups, and participated in angel and seed syndicates. Known for cross-functional leadership, deal sourcing, and portfolio operations, offers expertise in SaaS, marketplaces and enterprise software with hands-on scaling experience.
Investment Philosophy & Strategy
Focuses on early-stage and growth technology opportunities, prioritizing product-led SaaS, marketplaces and enterprise software with defensible go-to-market hooks. Preference for lead or active seed/Series A positions, allocating capital in staged rounds with reserve for follow-ons tied to milestone-based risk reduction. Investment style blends tactical operating experience with sourcing and portfolio operations — emphasis on rapid customer feedback loops, unit-economics sensitivity, founder alignment and scalable revenue motion over short-term optics.
Focuses on early-stage and growth technology opportunities, prioritizing product-led SaaS, marketplaces and enterprise software with defensible go-to-market hooks. Preference for lead or active seed/Series A positions, allocating capital in staged rounds with reserve for follow-ons tied to milestone-based risk reduction. Investment style blends tactical operating experience with sourcing and portfolio operations — emphasis on rapid customer feedback loops, unit-economics sensitivity, founder alignment and scalable revenue motion over short-term optics.
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:
-0.82%
Gain -0.04%
Monthly
-0.04%
Yearly
-0.49%
Drawdown
17.02%
$1.43B
Equity
Holdings
$1.43B
Investment
$1.36B
$2.21M
Profit -$217,563.4
Realized
-$75.22M
Unrealized
$77.43M
Dividends
$19.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$217,563.4
Win %
59%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$217,563.4
Win %
59%
This Month
Compared to last month
Gain
4.21%
Profit
$57.89M
Win %
59%
This Year
Compared to last year
Gain
9.61%
Profit
$125.78M
Win %
53%
FOX Fox Corporation Class B Common Stock
+5.7%
+$2.24M 
WMB The Williams Companies, Inc.
+2.96%
+$132,338.82 
MOD Modine Manufacturing Company
+2.94%
+$109,623.17 
SNPS Synopsys, Inc.
+2.37%
+$30,644.25 
ARMK Aramark
+2.1%
+$251,087.36 
MAR Marriott International Inc. - Class A
+1.19%
+$255,803.69 
JOYY JOYY Inc. American Depositary Shares
+1.18%
+$50,276.47 
APD Air Products and Chemicals, Inc.
+1.13%
+$7,379.57 
RNR Renaissancere Holdings Ltd.
+1.09%
+$45,192 
CBOE Cboe Global Markets Inc.
+1.04%
+$117,878.21 
ALC Alcon Inc.
+0.99%
+$23,361.46 
HEI.A Heico Corporation
+0.92%
+$359,942.5 
LII Lennox International Inc.
+0.89%
+$25,433.87 
SITE SiteOne Landscape Supply Inc.
+0.86%
+$8,331.96 
APH Amphenol Corporation
+0.82%
+$43,554 
AMT American Tower Corporation
+0.8%
+$275,563.33 
LECO Lincoln Electric Holdings, Inc.
+0.79%
+$116,912.32 
TW Tradeweb Markets Inc.
+0.72%
+$142,475.68 
ACGL Arch Capital Group Ltd
+0.69%
+$34,797.69 
TEL TE Connectivity plc
+0.69%
+$68,256.44 
ELV Elevance Health, Inc.
+0.53%
+$27,913.33 
TT Trane Technologies plc
+0.53%
+$80,275.14 
RPM RPM International Inc.
+0.43%
+$81,942.21 
MKC McCormick & Company, Incorporated
+0.4%
+$40,643.46 
MA Mastercard Incorporated
+0.4%
+$52,920.05 
KO The Coca-Cola Company
+0.33%
+$47,924.24 
BSX Boston Scientific Corporation
+0.27%
+$3,332.14 
XEL Xcel Energy Inc.
+0.24%
+$18,783.97 
MCD McDonald's Corporation
+0.21%
+$39,660.88 
VLTO Veralto Corporation
+0.14%
+$58,423.54 
MDLZ Mondelez International, Inc.
+0.13%
+$15,171.76 
PEP PepsiCo, Inc.
+0.12%
+$377.55 
APPF Appfolio Inc.
+0.12%
+$27,901.4 
LOW Lowe's Companies Inc.
+0.12%
+$21,094.75 
GWW W.W. Grainger, Inc.
+0.1%
+$10,361.06 
DSGX The Descartes Systems Group Inc.
0%
$0 
LAB Standard Biotools Inc.
-5.33%
-$85,345.28 
PCOR Procore Technologies Inc.
-3.81%
-$970,865.76 
WEX Wex Inc.
-3.63%
-$190,040.41 
INTU Intuit Inc.
-3.52%
-$292,498.4 
PCTY Paylocity Holding Corporation
-2.9%
-$144,644.26 
POOL Pool Corporation
-2.86%
-$838,678.64 
IDXX IDEXX Laboratories, Inc.
-2.82%
-$302,327.5 
ICLR ICON plc
-2.58%
-$360,832.72 
NOW ServiceNow, Inc.
-2.55%
-$202,790.25 
EFX Equifax Inc.
-2.55%
-$70,689.7 
ADSK Autodesk, Inc.
-2.44%
-$299,167.63 
IBP Installed Building Products Inc.
-2.38%
-$27,448.21 
ODFL Old Dominion Freight Line, Inc.
-2.21%
-$246,767.92 
BLKB Blackbaud Inc.
-2.08%
-$83,759.04 
CSGP CoStar Group, Inc.
-2.03%
-$170,244.07 
DXCM DexCom, Inc.
-1.89%
-$57,747.4 
GPN Global Payments Inc.
-1.88%
-$62,878.39 
RKT Rocket Companies, Inc. Class A
-1.86%
-$63,602.56 
MANH Manhattan Associates Inc.
-1.76%
-$376,975.76 
ISRG Intuitive Surgical, Inc.
-1.69%
-$289,996.38 
BLDR Builders FirstSource, Inc.
-1.43%
-$13,641.6 
UNP Union Pacific Corporation
-1.38%
-$393,793.35 
FDS FactSet Research Systems Inc.
-1.28%
-$238,484.7 
FERG Ferguson Enterprises Inc
-1.28%
-$379,364.46 
ADP Automatic Data Processing Inc.
-1.18%
-$269,430.03 
STE STERIS plc
-1.18%
-$64,214.8 
MSCI MSCI Inc.
-1.06%
-$87,238.44 
HSY The Hershey Company
-1.02%
-$298,161.3 
VRSN Verisign Inc.
-1.01%
-$48,070.29 
ALLE Allegion plc
-1%
-$245,628.54 
AMZN Amazon.com Inc
-0.94%
-$282,173.06 
SPGI S&P Global Inc.
-0.92%
-$59,718.28 
CARR Carrier Global Corporation
-0.9%
-$107,281.98 
BSY Bentley Systems, Incorporated Class B
-0.87%
-$251,692.16 
MIAX Miami International Holdings, Inc.
-0.87%
-$52,783.14 
META Meta Platforms Inc Class A
-0.86%
-$82,221.92 
HD The Home Depot, Inc.
-0.83%
-$9,266.99 
MTD Mettler-Toledo International Inc.
-0.82%
-$89,247.4 
BLK BlackRock, Inc.
-0.77%
-$91,710.27 
MTH Meritage Homes Corporation
-0.73%
-$69,210.46 
WTW Willis Towers Watson Public Limited Company
-0.72%
-$61,550.14 
TOL Toll Brothers Inc
-0.7%
-$119,352.48 
QGEN QIAGEN N.V.
-0.65%
-$238,451.08 
RVTY Revvity Inc.
-0.56%
-$72,442.26 
COO The Cooper Companies, Inc.
-0.56%
-$166,422.9 
SYK Stryker Corporation
-0.55%
-$41,644.01 
OTIS Otis Worldwide Corporation
-0.55%
-$3,477.19 
SBAC SBA Communications Corporation
-0.53%
-$21,806.73 
A Agilent Technologies Inc.
-0.51%
-$37,887.02 
MRSH Marsh & McLennan Companies, Inc.
-0.46%
-$56,899.09 
DUK Duke Energy Corporation
-0.46%
-$71,305.86 
CP Canadian Pacific Kansas City Limited
-0.45%
-$40,060.86 
ATR AptarGroup, Inc.
-0.35%
-$42,472.02 
MSA Msa Safety Inc.
-0.34%
-$68,081.28 
ICE Intercontinental Exchange, Inc.
-0.33%
-$84,656.56 
WAT Waters Corporation
-0.32%
-$81,346.04 
FTV Fortive Corporation
-0.31%
-$61,816.88 
MSFT Microsoft Corp.
-0.3%
-$121,144.74 
XYZ Block, Inc.
-0.25%
-$6,881.15 
CB Chubb Limited
-0.25%
-$26,379.33 
AWK American Water Works Company, Inc.
-0.19%
-$9,476.84 
BALL Ball Corp.
-0.18%
-$32,498.51 
BAND Bandwidth Inc.
-0.17%
-$3,609.4 
TYL Tyler Technologies Inc.
-0.09%
-$5,840.09 
IEX IDEX Corporation
-0.08%
-$20,200.99 
JPM JPMorgan Chase & Co.
-0.07%
-$11,382.78 
NVDA NVIDIA Corporation
-0.06%
-$11,525.5 
ROL Rollins, Inc.
-0.06%
-$1,235.02 
ECL Ecolab Inc.
-0.05%
-$11,302.06 
CHD Church & Dwight Co., Inc.
-0.02%
-$1,984.74 
ABT Abbott Laboratories
-0.02%
-$1,673.46 
MKTX MarketAxess Holdings Inc.
-0.02%
-$4,665.66 Events
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Dividends
Dividend Analysis
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| Trades 717 | Longs Won 323/717 45% | Profit Factor 1.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.34M |
| Average Win $831,641.13 | Best Trade (Dec 31) $11.13M | Sharpe Ratio -9.41 |
| Average Loss -$676,164.22 | Worst Trade (Jun 30) -$8.92M | Z-Score 0.94 (65.52%) |
| Commissions $0 | Avg. Trade Length 6m 1d | Expectancy $3,084.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 2,123 | 1,911 | 1,699 | 1,486 | 1,274 | 1,062 | 849 | 637 | 425 | 212 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 49,852 | $6.74M | $7.4M | - | $660,240.21 | 9.79% | -0.509% |
| ABT Abbott Laboratories | 83,673 | $8.17M | $9.31M | - | $1.14M | 13.9% | -0.018% |
| ACGL Arch Capital Group Ltd | 51,173 | $4.72M | $5.05M | - | $331,426.89 | 7.02% | +0.694% |
| ADP Automatic Data Processing Inc. | 82,394 | $20.29M | $22.49M | - | $2.2M | 10.85% | -1.184% |
| ADSK Autodesk, Inc. | 47,487 | $11.37M | $11.95M | - | $582,190.71 | 5.12% | -2.442% |
| ALC Alcon Inc. | 32,002 | $2.41M | $2.38M | - | -$35,202.17 | -1.46% | +0.993% |
| ALLE Allegion plc | 147,969 | $22.62M | $24.38M | - | $1.77M | 7.81% | -0.997% |
| AMT American Tower Corporation | 198,247 | $33.63M | $34.81M | - | $1.18M | 3.5% | +0.798% |
| AMZN Amazon.com Inc | 113,779 | $25.51M | $29.88M | - | $4.37M | 17.15% | -0.935% |
| APD Air Products and Chemicals, Inc. | 2,139 | $627,112 | $660,886.83 | - | $33,774.83 | 5.39% | +1.129% |
| APH Amphenol Corporation | 64,050 | $4.29M | $5.35M | - | $1.07M | 24.85% | +0.821% |
| APPF Appfolio Inc. | 116,251 | $22.54M | $23.74M | - | $1.19M | 5.3% | +0.118% |
| ARMK Aramark | 196,162 | $11.16M | $12.24M | - | $1.08M | 9.65% | +2.095% |
| ATR AptarGroup, Inc. | 90,366 | $12.27M | $11.94M | - | -$335,515.43 | -2.73% | -0.355% |
| AWK American Water Works Company, Inc. | 36,448 | $4.81M | $4.96M | - | $157,085.86 | 3.27% | -0.191% |
| BALL Ball Corp. | 295,441 | $18.14M | $18.26M | - | $126,343.91 | 0.7% | -0.178% |
| BAND Bandwidth Inc. | 40,104 | $2.12M | $2.16M | - | $45,718.56 | 2.16% | -0.166% |
| BLDR Builders FirstSource, Inc. | 12,992 | $1.16M | $942,049.92 | - | -$220,474.08 | -18.97% | -1.427% |
| BLK BlackRock, Inc. | 10,067 | $9.68M | $11.82M | - | $2.14M | 22.07% | -0.77% |
| BLKB Blackbaud Inc. | 87,249 | $4.97M | $3.95M | - | -$1.02M | -20.51% | -2.077% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Andrew Kyle Walker?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $12.82M, Vertiv Holdings Co - $7.09M, Amphenol Corporation - $5.92M, Lennox International Inc - $5.6M, and Waste Management, Inc - $3.67M. 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: CoStar Group, Inc - $9.49M, Boston Scientific Corporation - $9.3M, FactSet Research Systems Inc - $6.66M, Zoetis Inc - $6.54M, and Tyler Technologies Inc - $5.64M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Kyle Walker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.5M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $760,721.44, The Clorox Company - $665,672.6, Pool Corporation - $632,294.9, American Water Works Company, Inc - $629,010.07, and Union Pacific Corporation - $627,247.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Kyle Walker's monthly returns?
Andrew Kyle Walker's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Andrew Kyle Walker's strategy be considered aggressive or moderate?
Andrew Kyle Walker's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Andrew Kyle Walker's strategy?
Andrew Kyle Walker'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.
