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:
-1.4%
Gain +2.44%
Monthly
-0.07%
Yearly
-0.78%
Drawdown
17.02%
$1.43B
Equity
Holdings
$1.43B
Investment
$1.36B
-$3.93M
Profit +$29.98M
Realized
-$74.75M
Unrealized
$70.81M
Dividends
$22.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.44%
Profit
$29.98M
Win %
59%
This Week
Compared To Last Week
Gain
2.87%
Profit
$39.8M
Win %
59%
This Month
Compared to last month
Gain
5.54%
Profit
$74.92M
Win %
59%
This Year
Compared to last year
Gain
9.08%
Profit
$118.8M
Win %
53%
APPF Appfolio Inc.
+7.35%
+$1.74M 
POOL Pool Corporation
+6.91%
+$1.6M 
INTU Intuit Inc.
+6.51%
+$467,811.8 
EFX Equifax Inc.
+6.47%
+$145,414.85 
NOW ServiceNow, Inc.
+6.28%
+$548,469.63 
CSGP CoStar Group, Inc.
+6.28%
+$480,241.44 
LAB Standard Biotools Inc.
+6.17%
+$83,211.61 
BLDR Builders FirstSource, Inc.
+5.7%
+$37,416.96 
ADSK Autodesk, Inc.
+5.69%
+$624,928.92 
XYZ Block, Inc.
+5.5%
+$136,642.56 
SITE SiteOne Landscape Supply Inc.
+5.19%
+$46,024.16 
MRSH Marsh & McLennan Companies, Inc.
+5.02%
+$585,347.9 
ICLR ICON plc
+4.85%
+$682,497.27 
RKT Rocket Companies, Inc. Class A
+4.84%
+$115,847.52 
DXCM DexCom, Inc.
+4.79%
+$133,353.1 
COO The Cooper Companies, Inc.
+4.65%
+$986,926.5 
MAR Marriott International Inc. - Class A
+4.54%
+$1.03M 
PCOR Procore Technologies Inc.
+4.45%
+$1.02M 
ALC Alcon Inc.
+4.37%
+$89,285.58 
WTW Willis Towers Watson Public Limited Company
+4.27%
+$325,447.84 
BLKB Blackbaud Inc.
+4.27%
+$181,914.17 
HD The Home Depot, Inc.
+4.27%
+$41,146.43 
WEX Wex Inc.
+4.26%
+$195,560.4 
SYK Stryker Corporation
+4.26%
+$265,479.96 
BLK BlackRock, Inc.
+4.25%
+$459,004.46 
GPN Global Payments Inc.
+4.17%
+$119,045.25 
SPGI S&P Global Inc.
+4.16%
+$262,018.38 
PCTY Paylocity Holding Corporation
+4.1%
+$212,884.19 
BAND Bandwidth Inc.
+4.06%
+$77,200.2 
IBP Installed Building Products Inc.
+4.01%
+$33,970.08 
FDS FactSet Research Systems Inc.
+3.98%
+$745,184.55 
TYL Tyler Technologies Inc.
+3.97%
+$262,144.68 
DSGX The Descartes Systems Group Inc.
+3.96%
+$986,831.56 
MTH Meritage Homes Corporation
+3.9%
+$290,300.74 
LOW Lowe's Companies Inc.
+3.89%
+$617,654.28 
ROL Rollins, Inc.
+3.82%
+$76,879.99 
BALL Ball Corp.
+3.74%
+$667,696.66 
ATR AptarGroup, Inc.
+3.26%
+$354,234.72 
MANH Manhattan Associates Inc.
+3.18%
+$747,010.04 
IDXX IDEXX Laboratories, Inc.
+3.14%
+$314,065.29 
BSY Bentley Systems, Incorporated Class B
+3.08%
+$849,461.04 
HSY The Hershey Company
+3.01%
+$775,219.38 
MTD Mettler-Toledo International Inc.
+2.98%
+$363,907.59 
HEI.A Heico Corporation
+2.89%
+$935,130.61 
RVTY Revvity Inc.
+2.8%
+$467,581.86 
WAT Waters Corporation
+2.75%
+$730,293.79 
STE STERIS plc
+2.74%
+$137,175.59 
MIAX Miami International Holdings, Inc.
+2.74%
+$113,205.95 
TOL Toll Brothers Inc
+2.7%
+$404,536.05 
BSX Boston Scientific Corporation
+2.59%
+$26,538.12 
RPM RPM International Inc.
+2.58%
+$422,570.96 
MSCI MSCI Inc.
+2.55%
+$204,389.86 
FOX Fox Corporation Class B Common Stock
+2.51%
+$949,431 
MA Mastercard Incorporated
+2.51%
+$356,681.51 
ABT Abbott Laboratories
+2.49%
+$213,366.15 
LII Lennox International Inc.
+2.41%
+$57,810.34 
FERG Ferguson Enterprises Inc
+2.35%
+$623,923.31 
ISRG Intuitive Surgical, Inc.
+2.27%
+$410,114.87 
ADP Automatic Data Processing Inc.
+2.2%
+$507,546.22 
ICE Intercontinental Exchange, Inc.
+2.19%
+$562,706.1 
ODFL Old Dominion Freight Line, Inc.
+2.16%
+$206,071.95 
CBOE Cboe Global Markets Inc.
+2.06%
+$238,451.18 
ACGL Arch Capital Group Ltd
+1.98%
+$99,019.76 
MKC McCormick & Company, Incorporated
+1.87%
+$155,184.12 
OTIS Otis Worldwide Corporation
+1.84%
+$11,040.11 
QGEN QIAGEN N.V.
+1.75%
+$677,030.74 
A Agilent Technologies Inc.
+1.71%
+$148,060.44 
MCD McDonald's Corporation
+1.69%
+$275,579.46 
RNR Renaissancere Holdings Ltd.
+1.59%
+$69,724.67 
ALLE Allegion plc
+1.5%
+$337,369.32 
ECL Ecolab Inc.
+1.44%
+$311,518.49 
JOYY JOYY Inc. American Depositary Shares
+1.43%
+$69,795.82 
MSFT Microsoft Corp.
+1.34%
+$586,893.18 
TW Tradeweb Markets Inc.
+1.25%
+$258,705.84 
CB Chubb Limited
+1.24%
+$132,818.73 
AWK American Water Works Company, Inc.
+1.21%
+$57,952.32 
APD Air Products and Chemicals, Inc.
+1.21%
+$7,539.98 
MDLZ Mondelez International, Inc.
+1.02%
+$121,393.04 
FTV Fortive Corporation
+0.97%
+$180,570.36 
CP Canadian Pacific Kansas City Limited
+0.95%
+$78,214.06 
AMT American Tower Corporation
+0.65%
+$229,966.52 
VRSN Verisign Inc.
+0.6%
+$29,734.2 
SBAC SBA Communications Corporation
+0.59%
+$23,568.67 
CARR Carrier Global Corporation
+0.59%
+$60,228.48 
UNP Union Pacific Corporation
+0.57%
+$156,655.21 
LECO Lincoln Electric Holdings, Inc.
+0.56%
+$74,635.99 
AMZN Amazon.com Inc
+0.43%
+$124,019.11 
VLTO Veralto Corporation
+0.31%
+$129,366.41 
ARMK Aramark
+0.29%
+$31,385.92 
KO The Coca-Cola Company
+0.23%
+$34,720.29 
TEL TE Connectivity plc
+0.15%
+$14,888.25 
MKTX MarketAxess Holdings Inc.
+0.05%
+$13,219.37 
WMB The Williams Companies, Inc.
-4.63%
-$206,473.16 
MOD Modine Manufacturing Company
-3.91%
-$112,917.17 
TT Trane Technologies plc
-3.23%
-$487,085.86 
SNPS Synopsys, Inc.
-3%
-$45,212.02 
NVDA NVIDIA Corporation
-1.62%
-$295,546.75 
APH Amphenol Corporation
-1.5%
-$158,844 
IEX IDEX Corporation
-0.84%
-$213,705.21 
PEP PepsiCo, Inc.
-0.67%
-$1,910.06 
CHD Church & Dwight Co., Inc.
-0.43%
-$43,664.28 
DUK Duke Energy Corporation
-0.43%
-$63,799.98 
MSA Msa Safety Inc.
-0.41%
-$79,782.75 
XEL Xcel Energy Inc.
-0.35%
-$26,198.69 
META Meta Platforms Inc Class A
-0.34%
-$39,986.59 
GWW W.W. Grainger, Inc.
-0.3%
-$32,974.23 
ELV Elevance Health, Inc.
-0.11%
-$6,380.16 
JPM JPMorgan Chase & Co.
-0.02%
-$3,372.8 Events
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Dividends
Dividend Analysis
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| Trades 717 | Longs Won 323/717 45% | Profit Factor 0.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $865,071.61 | Best Trade (Dec 31) $11.13M | Sharpe Ratio -9.12 |
| Average Loss -$719,165.18 | Worst Trade (Jun 30) -$8.92M | Z-Score -0.04 (2.92%) |
| Commissions $0 | Avg. Trade Length 6m 1w 6d | Expectancy -$5,485.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,984 | 1,786 | 1,587 | 1,389 | 1,190 | 992 | 794 | 595 | 397 | 198 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 49,852 | $6.74M | $8.82M | - | $2.08M | 30.81% | +1.707% |
| ABT Abbott Laboratories | 83,673 | $8.17M | $8.78M | - | $604,027.58 | 7.39% | +2.492% |
| ACGL Arch Capital Group Ltd | 51,173 | $4.72M | $5.09M | - | $373,644.61 | 7.92% | +1.983% |
| ADP Automatic Data Processing Inc. | 82,394 | $20.29M | $23.6M | - | $3.32M | 16.34% | +2.197% |
| ADSK Autodesk, Inc. | 47,487 | $11.37M | $11.6M | - | $232,686.39 | 2.05% | +5.694% |
| ALC Alcon Inc. | 32,002 | $2.41M | $2.13M | - | -$278,097.35 | -11.53% | +4.368% |
| ALLE Allegion plc | 147,969 | $22.62M | $22.9M | - | $286,858.8 | 1.27% | +1.495% |
| AMT American Tower Corporation | 198,247 | $33.63M | $35.8M | - | $2.17M | 6.44% | +0.647% |
| AMZN Amazon.com Inc | 113,779 | $25.51M | $29.03M | - | $3.52M | 13.81% | +0.429% |
| APD Air Products and Chemicals, Inc. | 2,139 | $627,112 | $633,261.64 | - | $6,149.64 | 0.98% | +1.205% |
| APH Amphenol Corporation | 128,100 | $4.29M | $10.43M | - | $6.15M | 143.42% | -1.5% |
| APPF Appfolio Inc. | 116,251 | $22.54M | $25.36M | - | $2.81M | 12.47% | +7.353% |
| ARMK Aramark | 196,162 | $11.16M | $10.77M | - | -$390,362.58 | -3.5% | +0.292% |
| ATR AptarGroup, Inc. | 90,366 | $12.27M | $11.22M | - | -$1.05M | -8.56% | +3.259% |
| AWK American Water Works Company, Inc. | 36,448 | $4.81M | $4.86M | - | $51,386.66 | 1.07% | +1.207% |
| BALL Ball Corp. | 295,441 | $18.14M | $18.52M | - | $383,377.58 | 2.11% | +3.74% |
| BAND Bandwidth Inc. | 40,104 | $2.12M | $1.98M | - | -$140,564.52 | -6.63% | +4.061% |
| BLDR Builders FirstSource, Inc. | 12,992 | $1.16M | $693,772.8 | - | -$468,751.2 | -40.32% | +5.701% |
| BLK BlackRock, Inc. | 10,067 | $9.68M | $11.27M | - | $1.59M | 16.41% | +4.246% |
| BLKB Blackbaud Inc. | 87,249 | $4.97M | $4.44M | - | -$521,938.01 | -10.51% | +4.267% |
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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 - $5.94M, Lennox International Inc - $5.61M, 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 - $6.58M, 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 $22.65M earned over time. The largest contributors to dividend income include American Tower Corporation - $801,723.43, PepsiCo, Inc - $764,008.52, Union Pacific Corporation - $763,302.42, The Clorox Company - $665,672.6, and IDEX Corporation - $647,724.08. 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.
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