WJ
William Jones Portfolio
Invests via TEMA ETFs LLC | Managed by Yuri Khodjamirian, Maurits Pot, Chris Semenuk, David Song, Hong Yi Chen, Alexander Fribourg, William Jones
Invests via TEMA ETFs LLC
Managed by Yuri Khodjamirian, Maurits Pot, Chris Semenuk, David Song, Hong Yi Chen, Alexander Fribourg, William Jones
Automatically Tracked
Veteran private equity and corporate finance executive focused on growth buyouts, operational value creation and board oversight in technology and industrial services sectors. William Jones brings experience structuring leveraged transactions, portfolio company governance and strategic exits; background includes senior operating roles and investment committee responsibilities. Market-relevant strengths include deal sourcing, operational turnaround and capital structuring across mid-market opportunities.
Veteran private equity and corporate finance executive focused on growth buyouts, operational value creation and board oversight in technology and industrial services sectors. William Jones brings experience structuring leveraged transactions, portfolio company governance and strategic exits; background includes senior operating roles and investment committee responsibilities. Market-relevant strengths include deal sourcing, operational turnaround and capital structuring across mid-market opportunities.
Investment Philosophy & Strategy
Prioritizes control-oriented growth buyouts in technology and industrial services, combining leveraged capital with hands-on operational value creation and board-level governance to drive EBITDA expansion and margin improvement. Focuses on mid-market companies where turnaround initiatives, strategic restructuring and disciplined capital structuring unlock multiple expansion. Investment horizon is medium-to-long, exit-driven, with a preference for companies needing leadership upgrades and proven path to cashflow acceleration. Risk-managed through active oversight, staged capital deployment and alignment of management incentives with value creation milestones.
Prioritizes control-oriented growth buyouts in technology and industrial services, combining leveraged capital with hands-on operational value creation and board-level governance to drive EBITDA expansion and margin improvement. Focuses on mid-market companies where turnaround initiatives, strategic restructuring and disciplined capital structuring unlock multiple expansion. Investment horizon is medium-to-long, exit-driven, with a preference for companies needing leadership upgrades and proven path to cashflow acceleration. Risk-managed through active oversight, staged capital deployment and alignment of management incentives with value creation milestones.
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:
7.43%
Gain
Monthly
0.39%
Yearly
4.76%
Drawdown
47.91%
$1.69B
Equity
Holdings
$1.69B
Investment
$1.36B
$352.49M
Profit -$28.03M
Realized
$23.12M
Unrealized
$329.37M
Dividends
$16.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$28.03M
Win %
68%
This Week
Compared To Last Week
Gain
-1.47%
Profit
-$25.19M
Win %
68%
This Month
Compared to last month
Gain
-3.93%
Profit
-$68.86M
Win %
68%
This Year
Compared to last year
Gain
13.16%
Profit
$196.12M
Win %
67%
PYPL PayPal Holdings Inc
+16.23%
+$127,708.07 
IOVA Iovance Biotherapeutics, Inc.
+11.6%
+$83,901.21 
ERAS Erasca, Inc.
+9.02%
+$399,099.33 
KRMN Karman Holdings Inc.
+6.75%
+$519.96 
CBRE CBRE Group Inc.
+6.51%
+$38,494.8 
BLK BlackRock, Inc.
+6.27%
+$153,632.03 
ORIC Oric Pharmaceuticals Inc.
+5.31%
+$32,047.12 
HLNE Hamilton Lane Inc.
+4.87%
+$3,851.33 
MBX MBX Biosciences, Inc.
+4.77%
+$23,982.1 
STEP StepStone Group Inc.
+4.76%
+$4,695.81 
HCA HCA Healthcare Inc.
+4.64%
+$56,244.16 
IDXX IDEXX Laboratories, Inc.
+4.61%
+$99,710.12 
KKR KKR & Co. Inc.
+4.37%
+$56,021.26 
TPG TPG Inc.
+4.08%
+$3,979.36 
NDAQ Nasdaq, Inc.
+3.96%
+$25,853.11 
AAPL Apple Inc.
+3.93%
+$1.23M 
CTAS Cintas Corporation
+3.91%
+$36,864.73 
POWL Powell Industries Inc.
+3.87%
+$2.3M 
LUV Southwest Airlines Co.
+3.79%
+$16,759.8 
ORCL Oracle Corporation
+3.76%
+$149,538.09 
ARES Ares Management Corporation
+3.7%
+$20,952.17 
BKNG Booking Holdings Inc.
+3.52%
+$82,960.18 
TPR Tapestry Inc.
+3.46%
+$27,159.79 
BDX Becton, Dickinson and Company
+3.46%
+$23,814.91 
GOOG Alphabet Inc
+3.38%
+$324,550.23 
GEHC GE HealthCare Technologies Inc.
+3.31%
+$17,031.77 
COO The Cooper Companies, Inc.
+3.28%
+$6,709.07 
CLX The Clorox Company
+3.24%
+$6,729.44 
TGT Target Corporation
+3.23%
+$35,454.04 
BNY BlackRock New York Municipal Income Trust
+3.15%
+$51,700.68 
GOOGL Alphabet Inc
+3.13%
+$378,527.42 
RMD ResMed Inc.
+3.12%
+$12,672.1 
UHS Universal Health Services, Inc.
+3.08%
+$1,920.24 
AMG Affiliated Managers Group Inc.
+3.08%
+$2,840.04 
AMZN Amazon.com Inc
+3.05%
+$559,730.36 
RKT Rocket Companies, Inc. Class A
+3.04%
+$10,543.53 
CSGP CoStar Group, Inc.
+3.02%
+$6,298.59 
EFX Equifax Inc.
+2.97%
+$11,809.76 
ARE Alexandria Real Estate Equities, Inc.
+2.9%
+$3,808.75 
MSFT Microsoft Corp.
+2.89%
+$457,809.85 
ISRG Intuitive Surgical, Inc.
+2.86%
+$81,743.9 
BX Blackstone Inc.
+2.8%
+$48,504.02 
SOLV Solventum Corporation
+2.75%
+$2,324.7 
TTWO Take-Two Interactive Software, Inc.
+2.68%
+$15,978.86 
CHTR Charter Communications Inc
+2.67%
+$5,946.17 
GPN Global Payments Inc.
+2.65%
+$8,765.25 
DASH DoorDash, Inc.
+2.62%
+$28,708.51 
HAS Hasbro Inc.
+2.6%
+$4,160.17 
BMY Bristol-Myers Squibb Company
+2.55%
+$224,165.65 
CNS Cohen & Steers Inc.
+2.53%
+$1,825.2 
MSCI MSCI Inc.
+2.52%
+$55,604.52 
EPAM Epam Systems Inc.
+2.5%
+$1,888.45 
ROST Ross Stores, Inc.
+2.49%
+$41,892.53 
MTB M&T Bank Corporation
+2.43%
+$11,611.1 
PM Philip Morris International Inc.
+2.37%
+$117,197.85 
EL The Estée Lauder Companies Inc. Class A
+2.37%
+$8,933.48 
MCO Moody's Corporation
+2.34%
+$61,263.15 
COGT Cogent Biosciences, Inc.
+2.34%
+$159,070.97 
DLTR Dollar Tree, Inc.
+2.34%
+$5,910.21 
COIN Coinbase Global, Inc.
+2.31%
+$14,826.75 
MMM 3M Company
+2.3%
+$31,417.2 
BBY Best Buy Co., Inc.
+2.26%
+$4,218 
LUNR Intuitive Machines, Inc.
+2.25%
+$743.7 
AMP Ameriprise Financial, Inc.
+2.25%
+$17,203.92 
F Ford Motor Company
+2.24%
+$17,335.77 
MRK Merck & Co., Inc.
+2.2%
+$308,243.46 
STOK Stoke Therapeutics Inc.
+2.2%
+$5,465.6 
BIIB Biogen Inc.
+2.19%
+$11,043.91 
MDGL Madrigal Pharmaceuticals, Inc.
+2.18%
+$18,177.72 
BAX Baxter International Inc.
+2.18%
+$4,548.6 
JKHY Jack Henry & Associates, Inc.
+2.14%
+$1,595.43 
META Meta Platforms Inc Class A
+2.13%
+$293,407.45 
RL Ralph Lauren Corporation
+2.08%
+$2,623.14 
TAP Molson Coors Beverage Company
+2.08%
+$2,142.86 
CPAY Corpay, Inc.
+2.06%
+$9,543.66 
LEN Lennar Corporation
+2.04%
+$15,776.46 
FITB Fifth Third Bancorp
+2.03%
+$14,174.04 
RJF Raymond James Financial Inc.
+2.01%
+$14,726.88 
MTCH Match Group, Inc.
+1.98%
+$1.52 
CGON CG Oncology, Inc.
+1.97%
+$89,261.95 
SCHW Charles Schwab Corporation
+1.96%
+$56,870.25 
HRL Hormel Foods Corporation
+1.96%
+$1,850.76 
APO Apollo Global Management, Inc.
+1.94%
+$21,447.65 
BXP Boston Properties, Inc.
+1.93%
+$3,382.42 
FISV Fiserv, Inc.
+1.93%
+$9,701.54 
PFE Pfizer Inc.
+1.92%
+$43,418.44 
NVR NVR, Inc.
+1.9%
+$5,092.5 
RF Regions Financial Corporation
+1.89%
+$6,987.82 
TROW T. Rowe Price Group, Inc.
+1.89%
+$8,733.72 
TFC Truist Financial Corporation
+1.89%
+$22,103.9 
FIS Fidelity National Information Services, Inc.
+1.87%
+$7,370.48 
DG Dollar General Corporation
+1.85%
+$10,283.04 
CHD Church & Dwight Co., Inc.
+1.82%
+$16,021.92 
OWL Blue Owl Capital Inc.
+1.82%
+$1,081.67 
AXP American Express Company
+1.8%
+$59,836.05 
WFC Wells Fargo & Company
+1.79%
+$97,404.39 
PODD Insulet Corporation
+1.79%
+$10,961.78 
HBAN Huntington Bancshares Incorporated
+1.79%
+$8,534.84 
OLMA Olema Pharmaceuticals Inc.
+1.77%
+$16,641.03 
MAR Marriott International Inc. - Class A
+1.74%
+$39,190.89 
BSX Boston Scientific Corporation
+1.72%
+$28,864.92 
HOOD Robinhood Markets, Inc.
+1.71%
+$25,730.22 
COF Capital One Financial Corporation
+1.68%
+$35,700.32 
GH Guardant Health Inc.
+1.66%
+$36,633.52 
ABNB Airbnb, Inc.
+1.63%
+$15,524.39 
GILD Gilead Sciences Inc.
+1.63%
+$120,295.16 
LDOS Leidos Holdings Inc.
+1.61%
+$3,513.96 
DRI Darden Restaurants, Inc.
+1.6%
+$7,931.55 
HD The Home Depot, Inc.
+1.6%
+$93,403.8 
LOW Lowe's Companies Inc.
+1.59%
+$30,518.37 
USB U.S. Bancorp
+1.57%
+$26,038.35 
RLAY Relay Therapeutics Inc.
+1.55%
+$45,459.5 
WDAY Workday Inc.
+1.53%
+$7,181.46 
ELVN Enliven Therapeutics, Inc.
+1.53%
+$34,044.38 
BEN Franklin Resources Inc.
+1.52%
+$2,626 
FOX Fox Corporation Class B Common Stock
+1.52%
+$1,556.72 
BAC Bank of America Corporation
+1.51%
+$112,724.34 
ICE Intercontinental Exchange, Inc.
+1.5%
+$31,954.72 
NTRS Northern Trust Corporation
+1.5%
+$8,046.36 
PHM PulteGroup Inc.
+1.49%
+$7,551.6 
HST Host Hotels & Resorts Inc.
+1.48%
+$4,195.2 
SYK Stryker Corporation
+1.47%
+$25,478.54 
FSLR First Solar, Inc.
+1.47%
+$4,963.68 
ALGN Align Technology, Inc.
+1.47%
+$9,743.5 
DHI D.R. Horton, Inc.
+1.46%
+$8,744.63 
DIS The Walt Disney Company
+1.46%
+$46,521.86 
NWS News Corporation
+1.45%
+$6,492.6 
PG Procter & Gamble Co
+1.41%
+$90,308.34 
JPM JPMorgan Chase & Co.
+1.4%
+$174,141.6 
TTD The Trade Desk, Inc. Class A
+1.4%
+$2,023.28 
ADBE Adobe Inc.
+1.37%
+$20,508.82 
CMCSA Comcast Corp
+1.37%
+$19,775.38 
FDX FedEx Corporation
+1.36%
+$13,515.96 
IT Gartner Inc.
+1.35%
+$2,512.8 
CG The Carlyle Group Inc.
+1.35%
+$1,238.61 
SHW The Sherwin-Williams Company
+1.34%
+$26,198.61 
DPZ Domino's Pizza Inc.
+1.34%
+$747.56 
SPGI S&P Global Inc.
+1.34%
+$41,436.22 
ADSK Autodesk, Inc.
+1.3%
+$10,421.62 
VTRS Viatris Inc.
+1.29%
+$4,426.17 
KEY KeyCorp
+1.29%
+$5,262.35 
BR Broadridge Financial Solutions, Inc.
+1.28%
+$2,928.42 
IBKR Interactive Brokers Group Inc.
+1.22%
+$9,554.24 
J Jacobs Solutions Inc.
+1.22%
+$6,139.92 
MO Altria Group, Inc.
+1.21%
+$23,038.4 
FOXA Fox Corporation
+1.19%
+$2,221.05 
BA Boeing Company
+1.17%
+$33,903.92 
GIS General Mills, Inc.
+1.15%
+$4,196.64 
PNC The PNC Financial Services Group, Inc.
+1.15%
+$18,067.69 
WYNN Wynn Resorts, Limited
+1.14%
+$781.83 
NWSA News Corporation
+1.14%
+$7,421.09 
ATI ATI Inc.
+1.14%
+$175,523.76 
UBER Uber Technologies, Inc.
+1.13%
+$30,757.28 
CFG Citizens Financial Group, Inc.
+1.12%
+$6,083 
WSM Williams-Sonoma, Inc.
+1.12%
+$4,124.9 
WY Weyerhaeuser Company
+1.07%
+$3,235.18 
HALO Halozyme Therapeutics Inc.
+1.02%
+$24,776.82 
REGN Regeneron Pharmaceuticals, Inc.
+1.02%
+$35,778.05 
IP International Paper Company
+1.01%
+$3,611.94 
PPG PPG Industries Inc.
+1.01%
+$4,823.28 
KDP Keurig Dr Pepper Inc.
+1.01%
+$7,648.18 
GE General Electric Company
+0.99%
+$100,428.12 
TSCO Tractor Supply Company
+0.99%
+$2,853.52 
DHR Danaher Corporation
+0.99%
+$35,370.18 
VZ Verizon Communications Inc.
+0.96%
+$30,494.57 
CL Colgate-Palmolive Company
+0.96%
+$10,486.11 
DOC Healthpeak Properties, Inc.
+0.96%
+$2,609.86 
PTC PTC Inc.
+0.95%
+$4,190.43 
JANX Janux Therapeutics Inc.
+0.95%
+$7,678.35 
KHC The Kraft Heinz Company
+0.94%
+$3,732.27 
VICI Vici Properties Inc.
+0.93%
+$3,701.95 
RTX RTX Corporation
+0.9%
+$44,415.24 
UAL United Airlines Holdings, Inc.
+0.86%
+$6,209.83 
ABBV AbbVie Inc.
+0.85%
+$120,808.27 
WST West Pharmaceutical Services, Inc.
+0.85%
+$9,982.65 
CME CME Group Inc.
+0.85%
+$20,012.76 
PKG Packaging Corporation of America
+0.85%
+$1,557.12 
NUE Nucor Corporation
+0.84%
+$12,761.56 
AVGO Broadcom Inc.
+0.83%
+$153,531.52 
MTD Mettler-Toledo International Inc.
+0.83%
+$3,473.91 
CRVS Corvus Pharmaceuticals Inc.
+0.83%
+$13,342.55 
TKO Tko Group Holdings Inc.
+0.82%
+$705.99 
HSIC Henry Schein, Inc.
+0.82%
+$525.11 
TMO Thermo Fisher Scientific Inc.
+0.8%
+$59,034.69 
TYL Tyler Technologies Inc.
+0.8%
+$1,246.3 
AMGN Amgen Inc.
+0.8%
+$65,096.01 
ROP Roper Technologies Inc.
+0.8%
+$4,433.71 
MS Morgan Stanley
+0.8%
+$39,819.29 
CYTK Cytokinetics, Incorporated
+0.79%
+$5,305.3 
PAYX Paychex Inc.
+0.79%
+$4,297.32 
GL Globe Life Inc.
+0.79%
+$1,770.96 
HLT Hilton Worldwide Holdings Inc.
+0.79%
+$9,018.88 
IDYA Ideaya Biosciences Inc.
+0.76%
+$31,446.52 
NTRA NATERA INC (Common Stock) – ticker 45E
+0.76%
+$10,272.8 
EXPE Expedia Group, Inc.
+0.75%
+$3,964.07 
SYF Synchrony Financial
+0.75%
+$3,528.25 
PANW Palo Alto Networks, Inc.
+0.74%
+$33,084.66 
DECK Deckers Outdoor Corporation
+0.73%
+$2,019.42 
STT State Street Corp
+0.73%
+$5,181.82 
ZTS Zoetis Inc.
+0.73%
+$4,078.62 
HUM Humana Inc.
+0.72%
+$5,681.7 
APP AppLovin Corporation Class A Common Stock
+0.72%
+$15,447.3 
PAYC Paycom Software, Inc.
+0.72%
+$15.6 
V Visa Inc. Class A
+0.71%
+$86,279.76 
BALL Ball Corp.
+0.66%
+$2,107.6 
VRSK Verisk Analytics Inc.
+0.66%
+$6,495.14 
GM General Motors Company
+0.66%
+$7,290.69 
ECL Ecolab Inc.
+0.66%
+$6,752.55 
T AT&T Inc.
+0.63%
+$18,518.22 
DE Deere & Company
+0.62%
+$21,409.25 
MNST Monster Beverage Corporation
+0.61%
+$8,400.6 
CPRT Copart Inc.
+0.6%
+$2,068.77 
BLDR Builders FirstSource, Inc.
+0.6%
+$575.1 
VTR Ventas Inc.
+0.6%
+$4,593.5 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$64,820.25 
STZ Constellation Brands, Inc.
+0.59%
+$2,046.78 
DAL Delta Air Lines, Inc.
+0.58%
+$5,635.57 
C Citigroup Inc.
+0.58%
+$25,384.59 
FRT Federal Realty Investment Trust
+0.57%
+$414.92 
PEP PepsiCo, Inc.
+0.57%
+$19,895.26 
SQ Block, Inc.
+0.57%
+$4,847.58 
OMC Omnicom Group Inc.
+0.56%
+$3,166.34 
UPS United Parcel Service, Inc.
+0.56%
+$8,294.37 
MCK McKesson Corporation
+0.56%
+$13,798.89 
CCI Crown Castle Inc.
+0.54%
+$3,398.72 
KMB Kimberly-Clark Corporation
+0.54%
+$3,567 
TJX The TJX Companies, Inc.
+0.54%
+$15,679.2 
PSKY Paramount Skydance Corporation Class B Common Stock
+0.48%
+$99.35 
WAT Waters Corporation
+0.48%
+$7,711.2 
SPG Simon Property Group, Inc.
+0.47%
+$10,215.92 
NOC Northrop Grumman Corporation
+0.46%
+$5,236.97 
DLR Digital Realty Trust, Inc.
+0.45%
+$3,998.79 
TDG TransDigm Group Inc.
+0.45%
+$4,647 
MOD Modine Manufacturing Company
+0.44%
+$98,452 
TMUS T-Mobile US, Inc.
+0.43%
+$6,056.37 
TRMB Trimble Inc.
+0.43%
+$920.92 
CBOE Cboe Global Markets Inc.
+0.42%
+$9,703.28 
NEM Newmont Corporation
+0.42%
+$6,910 
IQV IQVIA Holdings Inc.
+0.41%
+$2,648.8 
MAS Masco Corporation
+0.41%
+$1,137.92 
TSLA Tesla, Inc.
+0.4%
+$49,201.91 
IMNM Immunome Inc.
+0.4%
+$24,830.64 
PLD Prologis Inc.
+0.39%
+$7,989.85 
ROL Rollins, Inc.
+0.37%
+$684.09 
VRTX Vertex Pharmaceuticals Incorporated
+0.37%
+$16,966.4 
SWKS Skyworks Solutions Inc.
+0.35%
+$486.4 
EA Electronic Arts Inc.
+0.35%
+$2,445.84 
EIX Edison International
+0.34%
+$1,830.66 
DXCM DexCom, Inc.
+0.34%
+$4,744 
CEG Constellation Energy Corporation
+0.34%
+$4,479.74 
PRU Prudential Financial, Inc.
+0.33%
+$2,438.62 
EMR Emerson Electric Co.
+0.32%
+$3,714.04 
IFF International Flavors & Fragrances Inc.
+0.32%
+$1,114.32 
KVUE Kenvue Inc.
+0.32%
+$2,100.84 
TECH Bio-Techne Corporation
+0.32%
+$601.42 
NFLX Netflix, Inc.
+0.31%
+$17,526.95 
TSN Tyson Foods Inc.
+0.3%
+$868.52 
EBAY eBay Inc.
+0.3%
+$2,652.68 
VST Vistra Corp
+0.3%
+$2,622 
INCY Incyte Corporation
+0.3%
+$870.06 
ADP Automatic Data Processing Inc.
+0.28%
+$4,317.33 
LULU lululemon athletica inc.
+0.27%
+$640 
ITRI Itron Inc.
+0.26%
+$31,283.83 
WMT Walmart Inc.
+0.26%
+$20,366.99 
EXR Extra Space Storage Inc.
+0.25%
+$1,426.72 
SRRK Scholar Rock Holding Corporation
+0.25%
+$1,319.36 
CVNA Carvana Co.
+0.24%
+$2,147.1 
O Realty Income Corporation
+0.23%
+$2,171.55 
PCG PG&E Corporation
+0.23%
+$1,606.16 
FICO Fair Isaac Corporation
+0.22%
+$3,130.18 
SATS EchoStar Corporation
+0.21%
+$366.4 
SBUX Starbucks Corporation
+0.21%
+$3,999.6 
REG Regency Centers Corporation
+0.2%
+$326.24 
CVS CVS Health Corporation
+0.16%
+$3,523.76 
DBRG DigitalBridge Group Inc.
+0.16%
+$48.42 
STLD Steel Dynamics Inc.
+0.15%
+$744.38 
PEG Public Service Enterprise Group Incorporated
+0.15%
+$1,058.16 
PFG Principal Financial Group, Inc.
+0.14%
+$819.08 
COST Costco Wholesale Corporation
+0.13%
+$9,030.66 
SWK Stanley Black & Decker Inc.
+0.13%
+$319.58 
CTSH Cognizant Technology Solutions Corporation
+0.11%
+$389.48 
BF-B Brown-Forman Corporation
+0.08%
+$51.68 
LMT Lockheed Martin Corporation
+0.07%
+$1,212.12 
PFGC Performance Food Group Co.
+0.07%
+$1,723.92 
AVY Avery Dennison Corporation
+0.06%
+$116.4 
CGEM Cullinan Therapeutics, Inc.
+0.06%
+$624.21 
IR Ingersoll Rand Inc.
+0.05%
+$5,239 
ABT Abbott Laboratories
+0.05%
+$2,180.68 
AMT American Tower Corporation
+0.05%
+$632.96 
RVTY Revvity Inc.
+0.04%
+$90.05 
AES AES Corporation
+0.03%
+$57.76 
IEX IDEX Corporation
+0.03%
+$27.07 
CTRA Coterra Energy Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
CELC Celcuity Inc.
-14.15%
-$718,339.75 
DELL Dell Technologies Inc.
-12.71%
-$287,684.09 
VELO Velo3D, Inc.
-12.31%
-$863.1 
NTAP NetApp, Inc.
-9.99%
-$64,264.41 
ANAB AnaptysBio Inc.
-9.79%
-$285,213.42 
WDC Western Digital Corporation
-9.72%
-$336,753.69 
SNDK SanDisk Corporation
-9.05%
-$383,293.4 
ELV Elevance Health, Inc.
-8.64%
-$227,260.56 
PGR Progressive Corporation
-8.54%
-$176,646.15 
GLW Corning Incorporated
-8.53%
-$198,750.09 
LITE Lumentum Holdings Inc.
-8.15%
-$77,136.84 
YSS York Space Systems, Inc.
-8.04%
-$1,983.6 
MU Micron Technology, Inc.
-7.95%
-$1.49M 
ERIE Erie Indemnity Company
-7.5%
-$1,913.69 
VOYG Voyager Technologies, Inc.
-7.42%
-$2,377.96 
LASR nLIGHT, Inc.
-6.97%
-$2,332.98 
ANET Arista Networks, Inc.
-6.87%
-$251,765.55 
CIEN Ciena Corporation
-6.44%
-$59,229.24 
HPE Hewlett Packard Enterprise Company
-6.01%
-$75,596.64 
CDW CDW Corporation
-5.91%
-$18,322.87 
COHR Coherent Corp.
-5.88%
-$57,237.3 
BE Bloom Energy Corporation
-5.75%
-$986,790.7 
INTC Intel Corporation
-5.42%
-$466,222.34 
AKAM Akamai Technologies Inc.
-5.12%
-$9,797.55 
LRCX Lam Research Corporation
-4.88%
-$526,093.41 
TER Teradyne, Inc.
-4.83%
-$35,808.94 
VPG Vishay Precision Group Inc.
-4.79%
-$1,295.64 
SOLS Sollensys Corp
-4.73%
-$230,324.39 
HPQ HP Inc.
-4.61%
-$19,665.01 
CSCO Cisco Systems, Inc.
-4.57%
-$415,176.05 
VLO Valero Energy Corporation
-4.29%
-$73,571.7 
BBOT BridgeBio Oncology Therapeutics, Inc.
-4.08%
-$29,581.92 
ALL Allstate Corporation
-4.06%
-$39,825.72 
KLAC KLA Corporation
-3.83%
-$305,260.55 
BKSY BlackSky Technology Inc.
-3.8%
-$1,275.3 
POOL Pool Corporation
-3.79%
-$661.51 
LII Lennox International Inc.
-3.79%
-$6,307.76 
BELFB Bel Fuse Inc.
-3.76%
-$1.4M 
AMD Advanced Micro Devices, Inc.
-3.69%
-$639,069.75 
ALB Albemarle Corporation
-3.67%
-$9,951.92 
CGNX Cognex Corporation
-3.66%
-$734,682.2 
AMAT Applied Materials, Inc.
-3.54%
-$364,705.08 
SMCI Super Micro Computer Inc
-3.35%
-$8,924.4 
PSX Phillips 66
-3.3%
-$45,988.64 
ASTS AST SpaceMobile, Inc.
-3.28%
-$2,066.68 
MOH Molina Healthcare Inc.
-3.25%
-$204.1 
SLS Sellas Life Sciences Group Inc.
-3.1%
-$37,298.9 
RKLB Rocket Lab Corporation
-3.06%
-$5,967.47 
CAT Caterpillar Inc.
-3.06%
-$1.19M 
LPTH Lightpath Technologies Inc.
-2.98%
-$528.23 
FFIV F5 Inc.
-2.95%
-$7,498.9 
CINF Cincinnati Financial Corporation
-2.87%
-$11,302.2 
DOW Dow Inc.
-2.87%
-$11,501.4 
PL PLANET LABS PBC
-2.86%
-$1,530.08 
Q Qnity Electronics Inc.
-2.79%
-$18,663.75 
DDOG Datadog, Inc. Class A Common Stock
-2.67%
-$38,714.5 
MKC McCormick & Company, Incorporated
-2.6%
-$6,360.66 
CNC Centene Corporation
-2.6%
-$14,977.93 
AIG American International Group Inc.
-2.6%
-$28,035.8 
SMMT Summit Therapeutics Inc.
-2.55%
-$47,214.75 
MPWR Monolithic Power Systems, Inc.
-2.54%
-$43,979.73 
HIG The Hartford Insurance Group, Inc.
-2.53%
-$15,540.04 
CF CF Industries Holdings, Inc.
-2.45%
-$13,478.72 
RDW Redwire Corporation
-2.41%
-$282.94 
CMI Cummins Inc.
-2.38%
-$34,115.9 
OXY Occidental Petroleum Corporation
-2.38%
-$16,836.3 
ZBRA Zebra Technologies Corporation
-2.36%
-$5,546.23 
MPC Marathon Petroleum Corporation
-2.34%
-$32,167.33 
FCX Freeport-McMoRan Inc.
-2.32%
-$36,074.88 
YUM Yum! Brands, Inc.
-2.31%
-$15,723.36 
JBL Jabil Inc.
-2.29%
-$8,411.27 
CMPX Compass Therapeutics Inc.
-2.28%
-$6,913.8 
ORLY O'Reilly Automotive Inc.
-2.19%
-$25,355.76 
CPSH CPS Technologies Corp.
-2.17%
-$272.4 
FIX Comfort Systems USA, Inc.
-2.16%
-$19,151.62 
JNJ Johnson & Johnson
-2.12%
-$380,994.14 
GEV GE Vernova Inc.
-2.08%
-$591,629.72 
WRB W.R. Berkley Corporation
-2.08%
-$27,037.5 
APA APA Corporation
-2.04%
-$4,247.62 
BKR Baker Hughes Company
-2.03%
-$27,007.37 
EW Edwards Lifesciences Corporation
-2.03%
-$39,624.99 
KR Kroger Co.
-2.01%
-$15,755.36 
PWR Quanta Services Inc.
-2.01%
-$525,810.48 
MCHP Microchip Technology Incorporated
-1.98%
-$17,850.16 
DVN Devon Energy Corporation
-1.97%
-$11,381.76 
ROK Rockwell Automation, Inc.
-1.92%
-$185,117.1 
AEIS Advanced Energy Industries Inc.
-1.89%
-$222,162.36 
FTNT Fortinet Inc.
-1.87%
-$86,436.48 
TRGP Targa Resources Corp.
-1.86%
-$16,106.97 
CRL Charles River Laboratories International, Inc.
-1.85%
-$2,983.16 
TRV The Travelers Companies, Inc.
-1.83%
-$20,894.58 
CRWD CrowdStrike Holdings, Inc.
-1.82%
-$59,613.04 
AJG Arthur J. Gallagher & Co.
-1.82%
-$17,851.68 
VSAT Viasat Inc.
-1.82%
-$533.4 
APD Air Products and Chemicals, Inc.
-1.81%
-$19,737.67 
TXN Texas Instruments Inc
-1.79%
-$83,807.32 
AVAV AeroVironment Inc.
-1.77%
-$685.8 
BBIO BridgeBio Pharma, Inc.
-1.75%
-$165,692.49 
NTLA Intellia Therapeutics Inc.
-1.73%
-$3,237.48 
IBM International Business Machines Corporation
-1.66%
-$64,109.81 
CARR Carrier Global Corporation
-1.59%
-$17,728.92 
CDNS Cadence Design Systems, Inc.
-1.56%
-$25,119.83 
CSX CSX Corporation
-1.52%
-$21,538.33 
DRS Leonardo DRS, Inc.
-1.52%
-$498.61 
BRO Brown & Brown Inc.
-1.49%
-$4,388.04 
LNT Alliant Energy Corporation
-1.46%
-$2,432.01 
WMB The Williams Companies, Inc.
-1.45%
-$105,882.7 
SYY Sysco Corporation
-1.44%
-$10,995.6 
AXON Axon Enterprise, Inc.
-1.43%
-$10,866.24 
REPL Replimune Group Inc.
-1.42%
-$14,963.9 
MELI MercadoLibre, Inc.
-1.41%
-$159 
NN NextNav Inc.
-1.41%
-$118.42 
XOM Exxon Mobil Corporation
-1.39%
-$123,017.39 
KVHI KVH Industries Inc.
-1.38%
-$147 
ON ON Semiconductor Corporation
-1.37%
-$33,427.2 
JBHT J.B. Hunt Transport Services, Inc.
-1.35%
-$8,669.24 
CPB The Campbell's Company
-1.33%
-$877.62 
IDA Idacorp Inc.
-1.33%
-$237,248.34 
USFD US Foods Holding Corp
-1.32%
-$13,890.52 
KEYS Keysight Technologies, Inc.
-1.3%
-$28,928.1 
L Loews Corporation
-1.29%
-$3,250.08 
AOS A. O. Smith Corporation
-1.28%
-$873.6 
NVDA NVIDIA Corporation
-1.28%
-$472,423.08 
EOG EOG Resources, Inc.
-1.27%
-$16,475.36 
CNP CenterPoint Energy Inc.
-1.27%
-$7,346.08 
VRT Vertiv Holdings Co
-1.25%
-$231,232.71 
RCUS Arcus Biosciences Inc.
-1.25%
-$26,700.62 
HAL Halliburton Company
-1.21%
-$6,891.06 
NI NiSource Inc.
-1.2%
-$205,835.28 
CVX Chevron Corporation
-1.2%
-$77,464.12 
OKE ONEOK, Inc.
-1.19%
-$11,998.72 
BWXT Bwx Technologies Inc.
-1.17%
-$117,761.21 
EXC Exelon Corporation
-1.16%
-$9,751.8 
MSI Motorola Solutions, Inc.
-1.14%
-$14,312.98 
WEC WEC Energy Group Inc.
-1.14%
-$6,866.93 
URI United Rentals, Inc.
-1.14%
-$11,800.05 
SNPS Synopsys, Inc.
-1.14%
-$29,427.2 
ATO Atmos Energy Corporation
-1.12%
-$10,634 
PH Parker-Hannifin Corporation
-1.12%
-$136,871.02 
FLY Firefly Aerospace Inc.
-1.11%
-$409.92 
TXT Textron Inc.
-1.11%
-$3,453.64 
FAST Fastenal Co.
-1.11%
-$36,138.59 
WBD Warner Bros. Discovery, Inc.
-1.11%
-$12,536.42 
INVH Invitation Homes Inc.
-1.11%
-$3,388.53 
CTVA Corteva Inc.
-1.11%
-$9,173.46 
AIZ Assurant Inc.
-1.1%
-$694.62 
ALNY Alnylam Pharmaceuticals Inc
-1.1%
-$6,103.34 
FANG Diamondback Energy Inc
-1.1%
-$9,553.2 
AEP American Electric Power Company, Inc.
-1.1%
-$268,258.88 
IONS Ionis Pharmaceuticals, Inc.
-1.09%
-$3,403.8 
PNW Pinnacle West Capital Corporation
-1.09%
-$1,291.15 
COP ConocoPhillips
-1.09%
-$23,343.08 
GDDY Godaddy Inc.
-1.09%
-$2,087.91 
KMI Kinder Morgan, Inc.
-1.01%
-$15,135.12 
EQT EQT Corporation
-0.99%
-$5,549.44 
INTU Intuit Inc.
-0.98%
-$16,966.04 
EME EMCOR Group, Inc.
-0.97%
-$4,515 
GEN Gen Digital Inc.
-0.96%
-$2,488.25 
UNH UnitedHealth Group Incorporated
-0.95%
-$97,143.06 
ODFL Old Dominion Freight Line, Inc.
-0.94%
-$7,644.78 
ADI Analog Devices, Inc.
-0.94%
-$28,160.73 
ARWR Arrowhead Pharmaceuticals Inc.
-0.93%
-$6,009.9 
WAB Wabtec Corporation
-0.89%
-$18,192.64 
XEL Xcel Energy Inc.
-0.89%
-$97,573.44 
EVRG Evergy Inc.
-0.88%
-$2,666.08 
AZO AutoZone Inc.
-0.87%
-$7,449.31 
OGE Oge Energy Corp.
-0.87%
-$140,358.02 
MAA Mid-America Apartment Communities, Inc.
-0.87%
-$1,632.12 
CMS CMS Energy Corporation
-0.87%
-$2,110.22 
TEX Terex Corporation
-0.87%
-$112,417.49 
DUK Duke Energy Corporation
-0.86%
-$14,366.2 
MOS Mosaic Company
-0.85%
-$1,126.12 
NEE NextEra Energy, Inc.
-0.85%
-$264,020.96 
IRM Iron Mountain Inc.
-0.84%
-$12,192.3 
DGX Quest Diagnostics Inc.
-0.83%
-$2,361.56 
DTE DTE Energy Company
-0.83%
-$4,202.36 
HUBB Hubbell Inc.
-0.81%
-$143,585.42 
DOV Dover Corporation
-0.81%
-$4,191.66 
SO The Southern Company
-0.81%
-$14,252.16 
CI The Cigna Group
-0.81%
-$10,141.6 
MRSH Marsh & McLennan Companies, Inc.
-0.78%
-$12,776.81 
ESS Essex Property Trust, Inc.
-0.78%
-$1,364.16 
APG Api Group Corporation
-0.77%
-$66,050.88 
NUVB Nuvation Bio Inc.
-0.76%
-$17,673.93 
AEE Ameren Corporation
-0.75%
-$4,012.85 
GNRC Generac Holdings Inc.
-0.75%
-$1,475.04 
NRG NRG Energy, Inc.
-0.73%
-$3,833.66 
GPC Genuine Parts Company
-0.73%
-$4,669.83 
ARVN Arvinas Inc.
-0.73%
-$5,014.86 
CPT Camden Property Trust
-0.72%
-$1,296.81 
MCD McDonald's Corporation
-0.67%
-$24,415.09 
SNDX Syndax Pharmaceuticals Inc.
-0.67%
-$9,417.37 
ED Consolidated Edison, Inc.
-0.67%
-$4,722.56 
ETR Entergy Corporation
-0.66%
-$140,170.6 
INSM Insmed Inc.
-0.66%
-$3,202.32 
WELL Welltower Inc.
-0.63%
-$15,301.33 
EQIX Equinix, Inc.
-0.62%
-$9,960.76 
ET Energy Transfer L.P.
-0.62%
-$115,767.87 
HWM Howmet Aerospace Inc.
-0.62%
-$15,104.16 
TKR Timken Co.
-0.6%
-$138,254.67 
GD General Dynamics Corporation
-0.6%
-$8,782.48 
MIR Mirion Technologies, Inc.
-0.58%
-$14,795.3 
HII Huntington Ingalls Industries Inc.
-0.56%
-$2,363.68 
UDR UDR Inc.
-0.56%
-$1,216.48 
LLY Eli Lilly and Company
-0.55%
-$151,110.3 
LHX L3Harris Technologies, Inc.
-0.54%
-$4,433.49 
CMG Chipotle Mexican Grill, Inc.
-0.54%
-$4,645.87 
MRNA Moderna, Inc.
-0.53%
-$2,221.92 
AWK American Water Works Company, Inc.
-0.53%
-$2,591.01 
OTIS Otis Worldwide Corporation
-0.53%
-$2,061.62 
ITW Illinois Tool Works Inc.
-0.52%
-$5,777.98 
ES Eversource Energy
-0.51%
-$2,638.34 
D Dominion Energy, Inc.
-0.5%
-$4,389.34 
RSG Republic Services, Inc.
-0.5%
-$3,297.8 
FE FirstEnergy Corp.
-0.5%
-$2,533.3 
TPL Texas Pacific Land Corporation
-0.5%
-$1,415.88 
LVS Las Vegas Sands Corp.
-0.49%
-$1,345.3 
LYV Live Nation Entertainment, Inc.
-0.48%
-$2,055.37 
SPXC Spx Technologies Inc.
-0.48%
-$48,903.75 
PSA Public Storage Common Stock
-0.48%
-$3,600.09 
EXE Expand Energy Corporation
-0.47%
-$37,552.72 
HSY The Hershey Company
-0.46%
-$1,750.64 
CAH Cardinal Health Inc.
-0.45%
-$4,846.4 
APH Amphenol Corporation
-0.43%
-$86,678.53 
DVA DaVita Inc.
-0.42%
-$151.32 
EXEL Exelixis Inc.
-0.37%
-$19,732.89 
GWW W.W. Grainger, Inc.
-0.36%
-$7,178.4 
RVMD Revolution Medicines Inc.
-0.36%
-$65,946.16 
VMC Vulcan Materials Company
-0.35%
-$1,866.36 
PCAR PACCAR Inc.
-0.35%
-$3,299.62 
PPL PPL Corporation
-0.35%
-$34,223 
CRM Salesforce Inc
-0.33%
-$9,762.5 
AIT Applied Industrial Technologies Inc.
-0.32%
-$46,767.2 
ZYME Zymeworks Inc.
-0.32%
-$8,310.54 
ULTA Ulta Beauty Inc.
-0.31%
-$1,407.77 
PLTR Palantir Technologies Inc.
-0.31%
-$17,608.87 
SRE Sempra
-0.3%
-$3,101.84 
ADM Archer-Daniels-Midland Co
-0.29%
-$1,524.21 
TDY Teledyne Technologies Incorporated
-0.27%
-$1,324.3 
ALLO Allogene Therapeutics Inc.
-0.27%
-$1,095.36 
ATMU Atmus Filtration Technologies Inc.
-0.27%
-$14,273.98 
KIM Kimco Realty Corporation
-0.27%
-$795.07 
SBAC SBA Communications Corporation
-0.26%
-$959.8 
DD DuPont de Nemours, Inc.
-0.26%
-$1,101.83 
CHRW C.H. Robinson Worldwide, Inc.
-0.26%
-$626.14 
MDLZ Mondelez International, Inc.
-0.25%
-$3,197.65 
FTV Fortive Corporation
-0.25%
-$809.25 
FDS FactSet Research Systems Inc.
-0.24%
-$377.59 
VLTO Veralto Corporation
-0.23%
-$959.2 
ZBH Zimmer Biomet Holdings, Inc.
-0.23%
-$615 
LH Labcorp Holdings Inc.
-0.22%
-$1,074.82 
UNP Union Pacific Corporation
-0.22%
-$6,269.13 
QCOM QUALCOMM Incorporated
-0.22%
-$7,376.44 
HON Honeywell International Inc.
-0.21%
-$9,000.52 
EXPD Expeditors International of Washington, Inc.
-0.17%
-$597.68 
AFL Aflac Inc.
-0.17%
-$1,551.85 
NKE Nike, Inc. - Class B
-0.15%
-$1,408.13 
A Agilent Technologies Inc.
-0.15%
-$925 
MGM MGM Resorts International
-0.13%
-$163.56 
MA Mastercard Incorporated
-0.13%
-$10,957.89 
AVB AvalonBay Communities, Inc.
-0.12%
-$451.2 
MET MetLife Inc.
-0.11%
-$808.8 
NOW ServiceNow, Inc.
-0.1%
-$2,067.34 
NDSN Nordson Corporation
-0.09%
-$79.53 
COR Cencora, Inc.
-0.08%
-$958 
EQR Equity Residential
-0.07%
-$279.8 
CTMX CytomX Therapeutics Inc.
-0.07%
-$591.51 
GS The Goldman Sachs Group, Inc.
-0.06%
-$3,870.75 
AME Ametek Inc.
-0.06%
-$470.34 
WM Waste Management, Inc.
-0.04%
-$608.05 
XYL Xylem Inc.
-0.04%
-$168.65 
KO The Coca-Cola Company
-0.04%
-$2,253.6 
CAG Conagra Brands Inc.
-0.04%
-$39.1 
SJM The J.M. Smucker Company
-0.03%
-$56.94 
NSC Norfolk Southern Corporation
-0.02%
-$236.04 
SNA Snap-on Inc.
-0.02%
-$32.69 
MLM Martin Marietta Materials, Inc.
-0.01%
-$136.56 
VRSN Verisign Inc.
0%
-$8.89 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2034 | Longs Won 1241/2034 61% | Profit Factor 5.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $877,185.87 |
| Average Win $352,783.12 | Best Trade (Jul 16) $17.12M | Sharpe Ratio -3.94 |
| Average Loss -$107,589.64 | Worst Trade (Jul 15) -$5.34M | Z-Score 11.65 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3d | Expectancy $173,296.64 |
| 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 | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
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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