Ian Wang Portfolio
Invests via Plato Investment Management Ltd | Managed by Ian Wang
Invests via Plato Investment Management Ltd
Managed by Ian Wang
Automatically Tracked
Ian Wang Profile
Experienced growth investor and operator focused on enterprise software, cloud infrastructure and AI-driven platforms. Ian Wang brings operating experience from founding and scaling technology ventures and has led growth equity and venture investments across Series A–D, taking multiple board observer and director roles. He evaluates capital-efficient business models, ARR expansion, unit economics and go-to-market scale. Market-facing profile emphasizes active portfolio support, M&A readiness and cross-border sourcing in major tech hubs.
Experienced growth investor and operator focused on enterprise software, cloud infrastructure and AI-driven platforms. Ian Wang brings operating experience from founding and scaling technology ventures and has led growth equity and venture investments across Series A–D, taking multiple board observer and director roles. He evaluates capital-efficient business models, ARR expansion, unit economics and go-to-market scale. Market-facing profile emphasizes active portfolio support, M&A readiness and cross-border sourcing in major tech hubs.
Investment Philosophy & Strategy
Focuses on growth-stage enterprise software, cloud infrastructure and AI platforms, favoring capital-efficient models with clear ARR expansion and strong unit economics. Prefers Series A–D opportunities where go-to-market scale and repeatable sales motions drive valuation uplifts. Allocates capital with an outcomes-oriented time horizon that balances aggressive scaling and M&A optionality, using active board engagement and operator playbooks to de-risk execution. Emphasizes cross-border sourcing in major tech hubs, diligence on channel and partner strategies, and disciplined follow-on reserves to protect ownership in high-conviction winners.
Focuses on growth-stage enterprise software, cloud infrastructure and AI platforms, favoring capital-efficient models with clear ARR expansion and strong unit economics. Prefers Series A–D opportunities where go-to-market scale and repeatable sales motions drive valuation uplifts. Allocates capital with an outcomes-oriented time horizon that balances aggressive scaling and M&A optionality, using active board engagement and operator playbooks to de-risk execution. Emphasizes cross-border sourcing in major tech hubs, diligence on channel and partner strategies, and disciplined follow-on reserves to protect ownership in high-conviction winners.
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:
32.41%
Gain +0.02%
Monthly
0.96%
Yearly
12.13%
Drawdown
17.24%
$1.69B
Equity
Holdings
$1.69B
Investment
$1.28B
$460.93M
Profit +$285,354.68
Realized
$33.01M
Unrealized
$427.92M
Dividends
$36.29M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$285,354.68
Win %
57%
This Week
Compared To Last Week
Gain
0.02%
Profit
$285,354.68
Win %
57%
This Month
Compared to last month
Gain
-1.44%
Profit
-$24.69M
Win %
57%
This Year
Compared to last year
Gain
3.66%
Profit
$69.18M
Win %
56%
ROKU Roku, Inc.
+20.08%
+$18,951.78 
STX Seagate Technology Holdings plc
+7.25%
+$401,935.44 
INTC Intel Corporation
+6.51%
+$691,619.63 
WDC Western Digital Corporation
+6.36%
+$345,785.66 
TER Teradyne, Inc.
+5.72%
+$183,250.97 
KLAC KLA Corporation
+5.55%
+$716,819.3 
SNDK SanDisk Corporation
+5.24%
+$66,844 
GTM ZoomInfo Technologies Inc.
+4.85%
+$35.49 
CHTR Charter Communications Inc
+4.8%
+$30,300.53 
AMD Advanced Micro Devices, Inc.
+4.73%
+$997,974.8 
ANET Arista Networks, Inc.
+4.37%
+$169,324.7 
IOT Samsara Inc. Class A Common Stock
+4.34%
+$27,854.4 
QCOM QUALCOMM Incorporated
+4.32%
+$291,821.55 
P Everpure Inc.
+4.28%
+$12,497.76 
KSS Kohl's Corporation
+4.27%
+$8,538.11 
NVMI Nova Ltd.
+4.19%
+$50,304.18 
WIX Wix.com Ltd.
+4.17%
+$12,613.2 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$90,544.9 
STZ Constellation Brands, Inc.
+3.77%
+$48,509.91 
GEV GE Vernova Inc.
+3.73%
+$355,431.68 
DPZ Domino's Pizza Inc.
+3.72%
+$7,529.75 
FSM Fortuna Mining Corp
+3.72%
+$2,411.84 
MGM MGM Resorts International
+3.71%
+$222.25 
LITE Lumentum Holdings Inc.
+3.59%
+$60,391.27 
PWR Quanta Services Inc.
+3.58%
+$95,990.74 
GPN Global Payments Inc.
+3.47%
+$24,861.04 
DB Deutsche Bank AG
+3.42%
+$74,136.7 
GWRE GUIDEWIRE SOFTWARE INC
+3.41%
+$1,510.96 
BILL Bill Holdings Inc.
+3.27%
+$63 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$31,164.98 
KEYS Keysight Technologies, Inc.
+3.13%
+$91,823.29 
FCX Freeport-McMoRan Inc.
+3.12%
+$4,268.34 
AEM Agnico Eagle Mines Limited
+3.09%
+$52,196.59 
WPM Wheaton Precious Metals Corp.
+3.05%
+$158,893.51 
DD DuPont de Nemours Inc.
+3.03%
+$222.94 
AYI Acuity Brands Inc.
+2.99%
+$198.72 
KGC Kinross Gold Corporation
+2.9%
+$39,850.56 
CHWY Chewy Inc.
+2.88%
+$32.94 
BL BlackLine, Inc. Common Stock
+2.86%
+$23.2 
CEG Constellation Energy Corporation
+2.86%
+$33,339.36 
HUM Humana Inc.
+2.86%
+$10,066.68 
CME CME Group Inc.
+2.8%
+$121,311.92 
PNFP Pinnacle Financial Partners Inc.
+2.79%
+$29,708.18 
AEO American Eagle Outfitters, Inc.
+2.73%
+$4,894.5 
SCHW Charles Schwab Corporation
+2.71%
+$136,893.49 
NEM Newmont Corporation
+2.71%
+$12,986.16 
ZS Zscaler Inc.
+2.7%
+$3,682.8 
ZBRA Zebra Technologies Corporation
+2.69%
+$11,601.2 
RJF Raymond James Financial Inc.
+2.65%
+$18,144.77 
AMAT Applied Materials, Inc.
+2.64%
+$290,271.28 
WSC WillScot Holdings Corporation
+2.63%
+$103.68 
SII Sprott Inc.
+2.63%
+$1,231.2 
GS The Goldman Sachs Group, Inc.
+2.62%
+$569.31 
CNC Centene Corporation
+2.6%
+$40,779.75 
NDAQ Nasdaq, Inc.
+2.58%
+$18,589.76 
RNG RingCentral Inc.
+2.58%
+$4,364.03 
TPL Texas Pacific Land Corporation
+2.53%
+$52,940.22 
T AT&T Inc.
+2.52%
+$112,280.46 
VZ Verizon Communications Inc.
+2.49%
+$203,482.89 
MCHP Microchip Technology Incorporated
+2.48%
+$3,629.4 
FITB Fifth Third Bancorp
+2.45%
+$22,497.94 
CSTM Constellium SE
+2.45%
+$1,513.85 
FRSH Freshworks Inc. Class A Common Stock
+2.44%
+$10.12 
CGNX Cognex Corporation
+2.42%
+$1,756.5 
DAN Dana Inc.
+2.33%
+$12,411 
JPM JPMorgan Chase & Co.
+2.31%
+$444,002.14 
HCA HCA Healthcare Inc.
+2.29%
+$51,161.55 
USB U.S. Bancorp
+2.27%
+$47,716.75 
HPQ HP Inc.
+2.27%
+$17,459.12 
IBKR Interactive Brokers Group Inc.
+2.23%
+$8,058.6 
RCL Royal Caribbean Group
+2.23%
+$51.36 
FIS Fidelity National Information Services, Inc.
+2.22%
+$3,223.2 
TW Tradeweb Markets Inc.
+2.21%
+$15,156.99 
CMCSA Comcast Corp
+2.21%
+$93,922.89 
WSM Williams-Sonoma, Inc.
+2.19%
+$17,635.13 
AXP American Express Company
+2.18%
+$159,231.68 
PD PagerDuty Inc.
+2.17%
+$44.84 
SYK Stryker Corporation
+2.15%
+$79,323.52 
SBH Sally Beauty Holdings Inc.
+2.14%
+$20.3 
FUTU Futu Holdings Limited - ADR
+2.1%
+$11,587.65 
JBL Jabil Inc.
+2.1%
+$29,840.59 
NTRS Northern Trust Corporation
+2.1%
+$25.13 
GIS General Mills, Inc.
+2.04%
+$13,739.97 
CCJ Cameco Corporation
+2.01%
+$21,653.19 
DOO BRP Inc. Subordinate Voting Shares
+1.96%
+$3,959.08 
TGT Target Corporation
+1.95%
+$47,378.87 
TECK Teck Resources Ltd.
+1.95%
+$110.36 
SPG Simon Property Group, Inc.
+1.95%
+$53,014.85 
AMP Ameriprise Financial, Inc.
+1.94%
+$35,612.5 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$16,984.44 
TFC Truist Financial Corporation
+1.93%
+$43,172.92 
CRBG Corebridge Financial Inc.
+1.92%
+$1,948.86 
FDS FactSet Research Systems Inc.
+1.91%
+$40.68 
EL The Estée Lauder Companies Inc. Class A
+1.89%
+$15,262.07 
CLS Celestica Inc.
+1.88%
+$34,201.91 
MANH Manhattan Associates Inc.
+1.87%
+$13.15 
PRU Prudential Financial, Inc.
+1.87%
+$39,813.93 
BBY Best Buy Co., Inc.
+1.85%
+$22,681.26 
FIX Comfort Systems USA, Inc.
+1.85%
+$79,560.01 
TSLA Tesla, Inc.
+1.82%
+$461,209.84 
ESI Element Solutions Inc.
+1.82%
+$109.2 
NOG Northern Oil and Gas Inc.
+1.81%
+$4,128.09 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$4,569.51 
TIGO Millicom International Cellular S.A.
+1.8%
+$96.28 
AR Antero Resources Corporation
+1.78%
+$3,605.71 
MTB M&T Bank Corporation
+1.78%
+$33,787.24 
TPC Tutor Perini Corporation
+1.78%
+$154.58 
TMUS T-Mobile US, Inc.
+1.76%
+$62,477.44 
CFG Citizens Financial Group, Inc.
+1.71%
+$32,683.8 
SWKS Skyworks Solutions Inc.
+1.71%
+$1,749.64 
WELL Welltower Inc.
+1.69%
+$31,851.32 
CCEP Coca-Cola Europacific Partners PLC
+1.69%
+$6,192.45 
STT State Street Corp
+1.69%
+$49,575.56 
VRT Vertiv Holdings Co
+1.68%
+$79,181.32 
ACN Accenture plc Class A
+1.65%
+$72,036 
OTEX Open Text Corporation
+1.65%
+$2,190.96 
ZBH Zimmer Biomet Holdings, Inc.
+1.64%
+$2,559.7 
UBS UBS Group AG
+1.62%
+$84,806.28 
WFC Wells Fargo & Company
+1.61%
+$97,796.23 
HUBB Hubbell Inc.
+1.61%
+$10,128.66 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$31,017.36 
BX Blackstone Inc.
+1.58%
+$23,932.3 
BNS Bank of Nova Scotia
+1.57%
+$54,421.9 
DVN Devon Energy Corporation
+1.57%
+$13,937 
BAC Bank of America Corporation
+1.56%
+$152,658.6 
OKE ONEOK, Inc.
+1.56%
+$5,464.09 
VNOM Viper Energy Inc. Class A Common Stock
+1.56%
+$1,549.04 
DE Deere & Company
+1.55%
+$40,027.38 
RRC Range Resources Corporation
+1.55%
+$113.87 
EXC Exelon Corporation
+1.54%
+$43,313.2 
KDP Keurig Dr Pepper Inc.
+1.54%
+$35,357.28 
VICI Vici Properties Inc.
+1.53%
+$16,587.25 
AER AerCap Holdings N.V.
+1.52%
+$25,441.62 
BLK BlackRock, Inc.
+1.52%
+$58,087.06 
GLW Corning Incorporated
+1.5%
+$8,551.55 
AWK American Water Works Company, Inc.
+1.5%
+$56,039.94 
WPC W. P. Carey Inc.
+1.5%
+$5,483.89 
COF Capital One Financial Corporation
+1.48%
+$23,252.42 
CVS CVS Health Corporation
+1.47%
+$71,873.24 
ZM Zoom Video Communications, Inc.
+1.47%
+$13,247.76 
MGA Magna International Inc.
+1.46%
+$70,123.2 
AVB AvalonBay Communities, Inc.
+1.45%
+$8,020.68 
CM Canadian Imperial Bank of Commerce
+1.45%
+$97,073.64 
CAT Caterpillar Inc.
+1.44%
+$182,065.94 
OMC Omnicom Group Inc.
+1.44%
+$12,446.71 
MET MetLife Inc.
+1.44%
+$31,256.82 
NRG NRG Energy, Inc.
+1.43%
+$58.41 
SYF Synchrony Financial
+1.42%
+$30,274.79 
GDDY Godaddy Inc.
+1.42%
+$21,465.27 
RBA Rb Global Inc.
+1.42%
+$5,552.27 
EME EMCOR Group, Inc.
+1.42%
+$27,002.78 
COP ConocoPhillips
+1.4%
+$25,127.82 
TPR Tapestry Inc.
+1.4%
+$19,506.27 
ELS Equity Lifestyle Properties Inc.
+1.39%
+$15.13 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$30,197.77 
ADI Analog Devices, Inc.
+1.37%
+$124,673.04 
PAYX Paychex Inc.
+1.37%
+$23,392 
MCO Moody's Corporation
+1.36%
+$25,814.43 
FISV Fiserv, Inc.
+1.36%
+$313.2 
NEE NextEra Energy, Inc.
+1.35%
+$2,495.5 
TXN Texas Instruments Inc
+1.35%
+$64,392.2 
SPGI S&P Global Inc.
+1.35%
+$54,368.77 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$67,682.93 
ABBV AbbVie Inc.
+1.32%
+$167,038.72 
RF Regions Financial Corporation
+1.31%
+$8,986.24 
O Realty Income Corporation
+1.31%
+$10,501.65 
MFC Manulife Financial Corporation
+1.31%
+$16,334.76 
PFG Principal Financial Group, Inc.
+1.3%
+$13,938.21 
C Citigroup Inc.
+1.27%
+$120,079.04 
TEL TE Connectivity plc
+1.27%
+$37,545.94 
TROW T. Rowe Price Group, Inc.
+1.26%
+$22,536.5 
SAM The Boston Beer Company Inc.
+1.26%
+$449.46 
RMD ResMed Inc.
+1.24%
+$8,235.94 
BF-B Brown-Forman Corporation
+1.24%
+$1,706.43 
CAH Cardinal Health Inc.
+1.22%
+$22,017.73 
VLO Valero Energy Corporation
+1.2%
+$8,144.71 
TRGP Targa Resources Corp.
+1.2%
+$1,666.69 
WAB Wabtec Corporation
+1.19%
+$36,324.96 
LRCX Lam Research Corporation
+1.18%
+$206,328.03 
ITW Illinois Tool Works Inc.
+1.17%
+$43,460.17 
AFL Aflac Inc.
+1.16%
+$9,521.55 
AWR American States Water Co.
+1.16%
+$555.36 
SUNB Sunbelt Rentals Holdings, Inc.
+1.14%
+$6,294.24 
CBRE CBRE Group Inc.
+1.14%
+$24,747 
TYL Tyler Technologies Inc.
+1.14%
+$1,202.88 
ZD Ziff Davis, Inc.
+1.14%
+$18.2 
ESS Essex Property Trust, Inc.
+1.13%
+$7,821 
AZO AutoZone Inc.
+1.12%
+$3,676.07 
NJR New Jersey Resources Corporation
+1.12%
+$653.31 
VST Vistra Corp
+1.12%
+$31.16 
ICE Intercontinental Exchange, Inc.
+1.11%
+$25,709.85 
VSNT Versant Media Group, Inc.
+1.1%
+$3,028.08 
IR Ingersoll Rand Inc.
+1.09%
+$3,616.8 
ABNB Airbnb, Inc.
+1.08%
+$25,095.18 
DOCU DocuSign Inc.
+1.08%
+$6,016.31 
CI The Cigna Group
+1.07%
+$33,372.76 
ADNT Adient plc
+1.07%
+$43.44 
JNJ Johnson & Johnson
+1.07%
+$176,969.42 
UNFI United Natural Foods Inc.
+1.06%
+$574.52 
MPC Marathon Petroleum Corporation
+1.06%
+$1,936.22 
SLF Sun Life Financial Inc.
+1.05%
+$8,572.8 
PLD Prologis Inc.
+1.05%
+$51,012.38 
DELL Dell Technologies Inc.
+1.05%
+$52,785.44 
V Visa Inc. Class A
+1.05%
+$144,900.17 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$7,006.86 
EQR Equity Residential
+1.03%
+$2,922.84 
ATO Atmos Energy Corporation
+1.03%
+$9,916.42 
ORLY O'Reilly Automotive Inc.
+1.02%
+$12,462.31 
BMO Bank of Montreal
+1.02%
+$24,318.36 
VRSK Verisk Analytics Inc.
+0.99%
+$14,745.6 
KKR KKR & Co. Inc.
+0.99%
+$44.18 
PCG PG&E Corporation
+0.95%
+$20,150.08 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$20,243.63 
XYL Xylem Inc.
+0.94%
+$10,425.65 
DT Dynatrace, Inc.
+0.94%
+$7,861.44 
ALL Allstate Corporation
+0.94%
+$13,387.88 
PPG PPG Industries Inc.
+0.93%
+$21,246.5 
KR Kroger Co.
+0.92%
+$10,162.75 
NDSN Nordson Corporation
+0.9%
+$116.1 
FERG Ferguson Enterprises Inc
+0.9%
+$8,651.01 
OTIS Otis Worldwide Corporation
+0.88%
+$12,225.16 
AMH American Homes 4 Rent
+0.88%
+$14,400.82 
APH Amphenol Corporation
+0.88%
+$59,739.43 
SUI Sun Communities Inc.
+0.87%
+$5,141.4 
VLTO Veralto Corporation
+0.87%
+$2,163.6 
MNST Monster Beverage Corporation
+0.87%
+$29,703.24 
PG Procter & Gamble Co
+0.86%
+$84,997.29 
FTNT Fortinet Inc.
+0.85%
+$20,400.51 
VTR Ventas Inc.
+0.85%
+$4,324.61 
EIX Edison International
+0.84%
+$25,871.93 
ED Consolidated Edison, Inc.
+0.84%
+$22,668.3 
TRMB Trimble Inc.
+0.84%
+$1,971.06 
LOGI Logitech International S.A.
+0.84%
+$22,019.28 
HUBS HubSpot, Inc.
+0.83%
+$4,009.88 
BKNG Booking Holdings Inc.
+0.82%
+$49,308.75 
OSK Oshkosh Corporation
+0.81%
+$35.97 
MSCI MSCI Inc.
+0.81%
+$18,268.38 
GM General Motors Company
+0.8%
+$29,959.15 
PCAR PACCAR Inc.
+0.8%
+$9,983.74 
INVH Invitation Homes Inc.
+0.78%
+$18,157.35 
NXPI NXP Semiconductors N.V.
+0.76%
+$11,168.85 
CHKP Check Point Software Technologies Ltd.
+0.76%
+$1,750.28 
GE General Electric Company
+0.76%
+$83,268.16 
ACM Aecom
+0.76%
+$8,204.93 
GDRX GoodRx Holdings, Inc. Class A Common Stock
+0.76%
+$47.7 
PSX Phillips 66
+0.76%
+$1,065.14 
CVX Chevron Corporation
+0.75%
+$55,604.8 
SBUX Starbucks Corporation
+0.74%
+$11,027.61 
BMRN Biomarin Pharmaceutical Inc.
+0.74%
+$829.84 
CVLT Commvault Systems Inc.
+0.73%
+$38.13 
UNH UnitedHealth Group Incorporated
+0.73%
+$54,395.55 
RS Reliance Inc.
+0.73%
+$11,049 
HD The Home Depot, Inc.
+0.73%
+$52,298.12 
ON ON Semiconductor Corporation
+0.72%
+$10.79 
MA Mastercard Incorporated
+0.71%
+$75,094.27 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$66,248.62 
NTAP NetApp, Inc.
+0.71%
+$13,000.56 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$4,399.42 
PYPL PayPal Holdings Inc
+0.7%
+$2,017.53 
KHC The Kraft Heinz Company
+0.7%
+$7,700.15 
JLL Jones Lang LaSalle Inc.
+0.69%
+$1,509.04 
EMR Emerson Electric Co.
+0.69%
+$13,772.09 
KWR Quaker Chemical Corporation
+0.69%
+$8.91 
COST Costco Wholesale Corporation
+0.68%
+$83,469.53 
ROP Roper Technologies Inc.
+0.68%
+$7,390.23 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$25,551.09 
YUM Yum! Brands, Inc.
+0.68%
+$5,624.32 
ECL Ecolab Inc.
+0.68%
+$31,217.64 
TRU TransUnion
+0.65%
+$23.22 
FNF Fidelity National Financial, Inc.
+0.65%
+$1,302.93 
INCY Incyte Corporation
+0.65%
+$11,096.4 
MS Morgan Stanley
+0.65%
+$62,780.02 
DUK Duke Energy Corporation
+0.63%
+$620.1 
CMI Cummins Inc.
+0.59%
+$20,177.53 
FFIV F5 Inc.
+0.59%
+$5,721.12 
CSGP CoStar Group, Inc.
+0.58%
+$1,627.35 
SBAC SBA Communications Corporation
+0.56%
+$8,271.84 
AIG American International Group Inc.
+0.56%
+$3,536.82 
HON Honeywell International Inc.
+0.54%
+$2,345.49 
URI United Rentals, Inc.
+0.54%
+$11,804.75 
GOOGL Alphabet Inc
+0.53%
+$261,872.46 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$9,174.42 
FTV Fortive Corporation
+0.5%
+$7,663.5 
CHD Church & Dwight Co., Inc.
+0.49%
+$2,158.07 
MSI Motorola Solutions, Inc.
+0.46%
+$17,673.71 
NET Cloudflare Inc.
+0.46%
+$6,392.88 
HSY The Hershey Company
+0.45%
+$8,747.76 
JXN Jackson Financial Inc.
+0.45%
+$1,041.74 
GOOG Alphabet Inc
+0.45%
+$196,488 
WMT Walmart Inc.
+0.45%
+$52,919.02 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$1,854.84 
ROST Ross Stores, Inc.
+0.43%
+$7,984.56 
CINF Cincinnati Financial Corporation
+0.42%
+$3,439.21 
BKE Buckle Inc.
+0.42%
+$4,121.71 
PGR Progressive Corporation
+0.42%
+$19,448.23 
TDOC Teladoc Health Inc.
+0.41%
+$10.47 
BMY Bristol-Myers Squibb Company
+0.4%
+$22,871.2 
AME Ametek Inc.
+0.4%
+$9,783.3 
DG Dollar General Corporation
+0.4%
+$4,045.7 
BN Brookfield Corporation
+0.4%
+$857.34 
FAST Fastenal Co.
+0.39%
+$6,399 
KVUE Kenvue Inc.
+0.39%
+$4,785.41 
ROK Rockwell Automation, Inc.
+0.38%
+$6,223 
ES Eversource Energy
+0.38%
+$14,922.96 
MAS Masco Corporation
+0.38%
+$2,354.79 
GD General Dynamics Corporation
+0.38%
+$4,768.2 
PSA Public Storage Common Stock
+0.38%
+$6,713.39 
PEP PepsiCo, Inc.
+0.38%
+$34,549.74 
EAT Brinker International Inc.
+0.37%
+$755.8 
PODD Insulet Corporation
+0.34%
+$1,201.56 
TTE TotalEnergies SE
+0.34%
+$7,487.63 
STN Stantec Inc.
+0.33%
+$4,379.57 
BSY Bentley Systems, Incorporated Class B
+0.33%
+$962.6 
AMGN Amgen Inc.
+0.32%
+$24,867.08 
SLB Schlumberger Limited
+0.32%
+$19,383.84 
PDD PDD Holdings Inc. American Depositary Shares
+0.32%
+$504.4 
CDNS Cadence Design Systems, Inc.
+0.32%
+$9,370.82 
AVY Avery Dennison Corporation
+0.32%
+$1,622 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$9,141.44 
DRI Darden Restaurants, Inc.
+0.3%
+$963.9 
FANG Diamondback Energy Inc
+0.28%
+$21.6 
XOM Exxon Mobil Corporation
+0.28%
+$30,463.9 
WFRD Weatherford International plc
+0.28%
+$226.24 
BAH Booz Allen Hamilton Holding Corporation
+0.27%
+$131.04 
FTI TechnipFMC plc
+0.27%
+$146.11 
MMM 3M Company
+0.26%
+$1,181.65 
CARR Carrier Global Corporation
+0.24%
+$1,897.03 
EXR Extra Space Storage Inc.
+0.23%
+$40.12 
A Agilent Technologies Inc.
+0.22%
+$1,918.06 
IQV IQVIA Holdings Inc.
+0.22%
+$3,496.9 
ESTC Elastic N.V.
+0.22%
+$61.88 
WDAY Workday Inc.
+0.21%
+$1,436.4 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$1,243.76 
ADP Automatic Data Processing Inc.
+0.2%
+$10,280.83 
COUR Coursera Inc.
+0.19%
+$1.62 
TRV The Travelers Companies, Inc.
+0.18%
+$2,709.84 
CIEN Ciena Corporation
+0.17%
+$2,813.56 
STE STERIS plc
+0.16%
+$1,368.84 
DXCM DexCom, Inc.
+0.16%
+$1,401.72 
NVDA NVIDIA Corporation
+0.16%
+$191,409.28 
HAS Hasbro Inc.
+0.15%
+$174.2 
PFE Pfizer Inc.
+0.15%
+$6,369.48 
GWW W.W. Grainger, Inc.
+0.14%
+$2,068.57 
GAP Gap Inc.
+0.14%
+$32.82 
RY Royal Bank of Canada
+0.14%
+$13,170.92 
APTV Aptiv PLC
+0.13%
+$1,490.99 
ACI Albertsons Companies, Inc.
+0.13%
+$172.3 
CCI Crown Castle Inc.
+0.13%
+$1,102.67 
SHW The Sherwin-Williams Company
+0.13%
+$4,649.99 
PH Parker-Hannifin Corporation
+0.12%
+$3,945.98 
LVS Las Vegas Sands Corp.
+0.12%
+$759 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$760.63 
VRSN Verisign Inc.
+0.11%
+$1.92 
KO The Coca-Cola Company
+0.11%
+$12,568.5 
EA Electronic Arts Inc.
+0.11%
+$1,218.34 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$3,078.18 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$2,322.65 
UTHR United Therapeutics Corporation
+0.1%
+$656.32 
CW Curtiss-Wright Corporation
+0.1%
+$525.92 
EXPE Expedia Group, Inc.
+0.1%
+$2,356.58 
MSFT Microsoft Corp.
+0.1%
+$68,289.09 
DOCS Doximity Inc.
+0.1%
+$9.18 
EOG EOG Resources, Inc.
+0.09%
+$3,528.91 
BCE BCE Inc.
+0.08%
+$1,347 
ENB Enbridge Inc.
+0.07%
+$632.24 
CL Colgate-Palmolive Company
+0.07%
+$2,425.8 
LDOS Leidos Holdings Inc.
+0.07%
+$514.79 
CB Chubb Limited
+0.06%
+$1,380.46 
BIIB Biogen Inc.
+0.04%
+$444.48 
AON Aon plc
+0.04%
+$676.43 
TJX The TJX Companies, Inc.
+0.04%
+$2,605.19 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,139.94 
HWM Howmet Aerospace Inc.
+0.03%
+$1,366.19 
ORCL Oracle Corporation
+0.02%
+$1,004.28 
MCD McDonald's Corporation
+0.01%
+$753.31 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$28.79 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
ENRFF Enerflex, Ltd.
0%
$0 
FTAI
0%
$0 
HOLX Hologic Inc.
0%
$0 
JCI
0%
$0 
L
0%
$0 
LH
0%
$0 
PKI PerkinElmer, Inc.
0%
$0 
PVH
0%
$0 
REGCO Regency Centers Corporation - 5.875% Series B Cumulative Redeemable Preferred Stock
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TRI
0%
$0 
ADBE Adobe Inc.
-6.75%
-$287,781.3 
RDDT Reddit Inc Class A
-6.44%
-$14,742.33 
GENVR Gen Digital Inc. Contingent Value Right
-6.17%
-$3,488.3 
PINS Pinterest, Inc. Class A
-6%
-$2,536.14 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$66,374.15 
IRDM Iridium Communications Inc.
-5.19%
-$3,289.3 
PTC PTC Inc.
-3.98%
-$5,703.81 
FOX Fox Corporation Class B Common Stock
-3.98%
-$4.88 
FOXA Fox Corporation
-3.59%
-$20,156.15 
ADSK Autodesk, Inc.
-3.47%
-$55,685.02 
MDB MongoDB Inc.
-3.28%
-$35,236.38 
SE Sea Ltd.
-3.21%
-$13,414.5 
BEPC Brookfield Renewable Corporation
-3.16%
-$141.61 
ILMN Illumina, Inc.
-3.15%
-$32,634.78 
CTAS Cintas Corporation
-3.08%
-$35,179.2 
RDWR Radware Ltd.
-3.02%
-$85.36 
RACE Ferrari N.V.
-2.93%
-$8,150.31 
DASH DoorDash, Inc.
-2.59%
-$22,387.83 
MNDY monday.com Ltd.
-2.53%
-$2,615.01 
LULU lululemon athletica inc.
-2.52%
-$64.47 
LLY Eli Lilly and Company
-2.41%
-$581,331.01 
PLTR Palantir Technologies Inc.
-2.36%
-$175,589.36 
CASY Casey's General Stores Inc.
-2.31%
-$2,579.08 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$40,868.46 
ZTS Zoetis Inc.
-2.25%
-$28,983.54 
NKE Nike, Inc. - Class B
-2.24%
-$39,214.16 
Z Zillow Group Inc.
-2.05%
-$1,238.83 
SHOP Shopify Inc.
-2.02%
-$41,707.69 
BHC Bausch Health Companies Inc.
-1.94%
-$294.1 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$22,190.52 
ULTA Ulta Beauty Inc.
-1.82%
-$14,938.31 
NBIX Neurocrine Biosciences Inc.
-1.81%
-$11,744.03 
HALO Halozyme Therapeutics Inc.
-1.74%
-$1,912.65 
ABT Abbott Laboratories
-1.64%
-$65,340.03 
NVR NVR, Inc.
-1.62%
-$14,353.49 
HEI-A HEICO Corporation
-1.58%
-$19,134.72 
AAPL Apple Inc.
-1.52%
-$1.64M 
LMT Lockheed Martin Corporation
-1.52%
-$14,879.65 
CLX The Clorox Company
-1.51%
-$9,217.44 
GRAB Grab Holdings Limited
-1.49%
-$1,073.4 
YOU Clear Secure Inc.
-1.47%
-$1,102.5 
MU Micron Technology, Inc.
-1.43%
-$444,883.79 
MRK Merck & Co., Inc.
-1.42%
-$110,161.43 
LHX L3Harris Technologies, Inc.
-1.4%
-$16,902.42 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$59,660.8 
AGNT eXp World Holdings Inc.
-1.28%
-$4.26 
MELI MercadoLibre, Inc.
-1.27%
-$20,746.82 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$30,432.92 
VEEV Veeva Systems Inc.
-1.24%
-$13,069.09 
LYFT Lyft Inc.
-1.24%
-$317.05 
TWLO Twilio Inc.
-1.23%
-$19,009.35 
AMZN Amazon.com Inc
-1.23%
-$675,443.08 
WAT Waters Corporation
-1.17%
-$9,464.06 
BA Boeing Company
-1.16%
-$314.76 
NFLX Netflix, Inc.
-1.14%
-$94,246.2 
AMT American Tower Corporation
-1.12%
-$33,658.42 
OKTA Okta Inc.
-1.03%
-$12,957.89 
UBER Uber Technologies, Inc.
-1.01%
-$34,937.7 
AXON Axon Enterprise, Inc.
-1%
-$5,341.65 
AJG Arthur J. Gallagher & Co.
-1%
-$3,650.9 
TXT Textron Inc.
-0.99%
-$17,209.65 
IBM International Business Machines Corporation
-0.95%
-$55,243.68 
ALGN Align Technology, Inc.
-0.95%
-$511.02 
PATH Uipath Inc.
-0.94%
-$10.7 
LSPD Lightspeed Commerce Inc.
-0.93%
-$476.28 
EBAY eBay Inc.
-0.91%
-$13,398 
AVGO Broadcom Inc.
-0.91%
-$404,222.35 
NOW ServiceNow, Inc.
-0.9%
-$29,699.61 
MTD Mettler-Toledo International Inc.
-0.85%
-$13,088.17 
GLPI Gaming and Leisure Properties, Inc.
-0.84%
-$35.2 
SPOT Spotify Technology S.A.
-0.82%
-$11,948 
DSGX The Descartes Systems Group Inc.
-0.79%
-$2,914.5 
DLTR Dollar Tree, Inc.
-0.78%
-$2,378.97 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$16,351.64 
TEAM Atlassian Corporation Class A
-0.76%
-$7,168.56 
EW Edwards Lifesciences Corporation
-0.76%
-$6,513 
BDX Becton, Dickinson and Company
-0.75%
-$12,748.35 
EXEL Exelixis Inc.
-0.69%
-$1,319.05 
PHM PulteGroup Inc.
-0.67%
-$2,482.53 
CSCO Cisco Systems, Inc.
-0.6%
-$86,962.22 
MDLZ Mondelez International, Inc.
-0.58%
-$18,582.14 
ETN Eaton Corporation plc
-0.57%
-$32,575.5 
MKC McCormick & Company, Incorporated
-0.57%
-$5,024.6 
SYY Sysco Corporation
-0.56%
-$4,984.65 
BSX Boston Scientific Corporation
-0.55%
-$11,224.72 
BKR Baker Hughes Company
-0.54%
-$28,658.6 
SNPS Synopsys, Inc.
-0.53%
-$1,509.6 
FICO Fair Isaac Corporation
-0.52%
-$2,558.54 
AFRM Affirm Holdings, Inc.
-0.48%
-$1,740.8 
DECK Deckers Outdoor Corporation
-0.47%
-$5,337.36 
WST West Pharmaceutical Services, Inc.
-0.46%
-$3,853.17 
BWA BorgWarner Inc.
-0.45%
-$273.7 
ISRG Intuitive Surgical, Inc.
-0.45%
-$19,965.75 
RPM RPM International Inc.
-0.45%
-$8,641.87 
SOLV Solventum Corporation
-0.44%
-$243.6 
IT Gartner Inc.
-0.43%
-$5,761.28 
RBLX Roblox Corporation
-0.41%
-$2,458.98 
TT Trane Technologies plc
-0.41%
-$17,408.88 
HAL Halliburton Company
-0.4%
-$5,205.28 
MCK McKesson Corporation
-0.4%
-$12,572.61 
NOC Northrop Grumman Corporation
-0.4%
-$50.37 
DHR Danaher Corporation
-0.38%
-$11,837.99 
RTX RTX Corporation
-0.37%
-$5,822.25 
MRVL Marvell Technology, Inc.
-0.36%
-$21,439.86 
GIB CGI Inc.
-0.34%
-$3,083.38 
CRM Salesforce Inc
-0.34%
-$20,935.04 
CBOE Cboe Global Markets Inc.
-0.34%
-$1,266.2 
DIS The Walt Disney Company
-0.3%
-$21,885.23 
META Meta Platforms Inc Class A
-0.26%
-$73,685.16 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$12,320.2 
GILD Gilead Sciences Inc.
-0.22%
-$14,358.68 
DHI D.R. Horton, Inc.
-0.22%
-$3,900.41 
GRMN Garmin Ltd.
-0.2%
-$3,141.05 
MDT Medtronic plc
-0.16%
-$6,035.12 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$160.71 
LOW Lowe's Companies Inc.
-0.12%
-$3,825.4 
TDG TransDigm Group Inc.
-0.12%
-$1,790.93 
SSNC SS&C Technologies Holdings Inc.
-0.09%
-$554.88 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$405.77 
INTU Intuit Inc.
-0.07%
-$1,826.9 
PAGP Plains GP Holdings, L.P.
-0.04%
-$101.32 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$109.94 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$652.96 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3643 | Longs Won 1974/3643 54% | Profit Factor 4.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $293,888.29 | Best Trade (Jun 14) $53.96M | Sharpe Ratio 0 |
| Average Loss -$72,163.41 | Worst Trade (Jun 14) -$4.05M | Z-Score 3.53 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2d | Expectancy $126,525.27 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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