SMS
Susan M. Stiles Portfolio
Invests via Stiles Financial Services Inc. | Managed by Susan M. Stiles, Bradford Trusler Aylin, Mark Robert Gierach
Invests via Stiles Financial Services Inc.
Managed by Susan M. Stiles, Bradford Trusler Aylin, Mark Robert Gierach
Automatically Tracked
Susan M. Stiles Profile
With a robust career in corporate governance and strategic leadership, Susan M. Stiles has made significant contributions across various sectors. Her extensive experience spans executive roles at notable companies, where she has directed growth initiatives and operational excellence. Leveraging her expertise in board governance, she has guided organizations through transformative phases while enhancing stakeholder engagement. Stiles is recognized for her ability to navigate complex business environments, making her a respected figure among executives and investors alike. Her commitment to driving sustainable practices positions her as an influential player in today's competitive landscape.
With a robust career in corporate governance and strategic leadership, Susan M. Stiles has made significant contributions across various sectors. Her extensive experience spans executive roles at notable companies, where she has directed growth initiatives and operational excellence. Leveraging her expertise in board governance, she has guided organizations through transformative phases while enhancing stakeholder engagement. Stiles is recognized for her ability to navigate complex business environments, making her a respected figure among executives and investors alike. Her commitment to driving sustainable practices positions her as an influential player in today's competitive landscape.
Investment Philosophy & Strategy
In an era characterized by rapid organizational shifts, Susan M. Stiles exemplifies a proactive approach to capital allocation and growth strategy. Drawing from her substantial leadership roles across diverse industries, she emphasizes operational improvements that drive long-term value creation. Known for her strong acumen in governance, she meticulously evaluates investment opportunities with an eye toward sustainable practices and stakeholder alignment. Stiles actively seeks out initiatives that foster innovation while maintaining robust risk management protocols, ensuring that business objectives are met efficiently within evolving market dynamics.
In an era characterized by rapid organizational shifts, Susan M. Stiles exemplifies a proactive approach to capital allocation and growth strategy. Drawing from her substantial leadership roles across diverse industries, she emphasizes operational improvements that drive long-term value creation. Known for her strong acumen in governance, she meticulously evaluates investment opportunities with an eye toward sustainable practices and stakeholder alignment. Stiles actively seeks out initiatives that foster innovation while maintaining robust risk management protocols, ensuring that business objectives are met efficiently within evolving market dynamics.
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:
53.81%
Gain +0.56%
Monthly
0.57%
Yearly
7.02%
Drawdown
17.76%
$380.41M
Equity
Holdings
$380.41M
Investment
$233.9M
$134.27M
Profit +$2.57M
Realized
-$12.24M
Unrealized
$146.51M
Dividends
$17.07M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.56%
Profit
$2.57M
Win %
71%
This Week
Compared To Last Week
Gain
0.71%
Profit
$2.68M
Win %
71%
This Month
Compared to last month
Gain
0.21%
Profit
$798,342.56
Win %
71%
This Year
Compared to last year
Gain
18.2%
Profit
$58.59M
Win %
71%
STX Seagate Technology Holdings plc
+7.21%
+$162,530.81 
KLAC KLA Corporation
+5.55%
+$236,220.16 
AMD Advanced Micro Devices, Inc.
+4.73%
+$510,050.32 
ANET Arista Networks, Inc.
+4.38%
+$35,592.6 
QCOM QUALCOMM Incorporated
+4.28%
+$268,715.13 
MKTX MarketAxess Holdings Inc.
+3.92%
+$31,806 
PWR Quanta Services Inc.
+3.57%
+$23,634.07 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$14,639.24 
CEG Constellation Energy Corporation
+2.86%
+$76,083.6 
CME CME Group Inc.
+2.8%
+$102,870.6 
CG The Carlyle Group Inc.
+2.69%
+$14,865.6 
AMAT Applied Materials, Inc.
+2.64%
+$152,148.54 
GS The Goldman Sachs Group, Inc.
+2.61%
+$33,600.44 
SAN Banco Santander S.A. Sponsored ADR
+2.47%
+$4,443.23 
JPM JPMorgan Chase & Co.
+2.3%
+$100,423.12 
USB U.S. Bancorp
+2.27%
+$33,070.95 
CMCSA Comcast Corp
+2.21%
+$6,104.68 
AXP American Express Company
+2.18%
+$4,816.36 
WSM Williams-Sonoma, Inc.
+2.17%
+$71,026.9 
SYK Stryker Corporation
+2.11%
+$8,191.27 
NTRS Northern Trust Corporation
+2.1%
+$85,083 
NUE Nucor Corporation
+2.09%
+$27,931.25 
PM Philip Morris International Inc.
+2.04%
+$10,591.04 
GIS General Mills, Inc.
+2.01%
+$3,576.12 
GNRC Generac Holdings Inc.
+1.95%
+$91,419.22 
TGT Target Corporation
+1.94%
+$65,770.65 
FDS FactSet Research Systems Inc.
+1.93%
+$16,922.71 
BAX Baxter International Inc.
+1.9%
+$4,430.01 
TSLA Tesla, Inc.
+1.82%
+$16,525.6 
GSBD Goldman Sachs BDC Inc.
+1.82%
+$25,240.22 
OLED Universal Display Corporation
+1.76%
+$2,945.12 
PKG Packaging Corporation of America
+1.74%
+$25,424.1 
LYB LyondellBasell Industries N.V.
+1.7%
+$5,638.68 
WELL Welltower Inc.
+1.68%
+$25,557.2 
SMH VanEck Semiconductor ETF
+1.65%
+$8,492.25 
WFC Wells Fargo & Company
+1.64%
+$7,784.1 
ACN Accenture plc Class A
+1.64%
+$31,189.42 
GLW Corning Incorporated
+1.62%
+$50,081.46 
UNP Union Pacific Corporation
+1.58%
+$19,163.25 
LIN Linde plc
+1.58%
+$4,756.05 
BX Blackstone Inc.
+1.57%
+$35,338.1 
DE Deere & Company
+1.55%
+$13,472.16 
EXC Exelon Corporation
+1.54%
+$3,852.8 
DVN Devon Energy Corporation
+1.52%
+$26,929.36 
CAT Caterpillar Inc.
+1.48%
+$42,291 
MAR Marriott International Inc. - Class A
+1.42%
+$12,028.85 
NRG NRG Energy, Inc.
+1.42%
+$4,229.75 
OMC Omnicom Group Inc.
+1.4%
+$17,094.62 
COP ConocoPhillips
+1.39%
+$8,318.72 
TXN Texas Instruments Inc
+1.35%
+$71,535.9 
ADI Analog Devices, Inc.
+1.35%
+$6,878.95 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$10,510.8 
O Realty Income Corporation
+1.32%
+$3,920.97 
NEE NextEra Energy, Inc.
+1.3%
+$34,274.9 
ABBV AbbVie Inc.
+1.29%
+$8,375.22 
EQIX Equinix, Inc.
+1.22%
+$6,487.04 
XEL Xcel Energy Inc.
+1.21%
+$44,316.55 
VLO Valero Energy Corporation
+1.2%
+$58,695.71 
LRCX Lam Research Corporation
+1.19%
+$223,138.41 
DVY iShares Select Dividend ETF
+1.19%
+$5,334.48 
AFL Aflac Inc.
+1.17%
+$4,214.64 
STLD Steel Dynamics Inc.
+1.15%
+$72,029.19 
ICE Intercontinental Exchange, Inc.
+1.11%
+$6,689.76 
AZO AutoZone Inc.
+1.08%
+$5,214.76 
JNJ Johnson & Johnson
+1.07%
+$4,327.35 
V Visa Inc. Class A
+1.03%
+$27,942.21 
ORLY O'Reilly Automotive Inc.
+1.02%
+$4,204.4 
IJR iShares Core S&P Small-Cap ETF
+1%
+$3,730.37 
ARCC Ares Capital Corporation
+1%
+$15,656.76 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$8,215.6 
SMOT VanEck Morningstar SMID Moat ETF
+0.86%
+$7,234.59 
FTNT Fortinet Inc.
+0.85%
+$9,752.6 
PG Procter & Gamble Co
+0.85%
+$31,085.1 
PCAR PACCAR Inc.
+0.8%
+$3,309.74 
SO The Southern Company
+0.8%
+$11,671.92 
DLR Digital Realty Trust, Inc.
+0.76%
+$23,878.14 
SNA Snap-on Inc.
+0.75%
+$6,295.66 
SBUX Starbucks Corporation
+0.74%
+$2,067.96 
CVX Chevron Corporation
+0.74%
+$5,864.97 
PSX Phillips 66
+0.74%
+$3,675.86 
HD The Home Depot, Inc.
+0.73%
+$27,382.12 
UNH UnitedHealth Group Incorporated
+0.72%
+$3,951.36 
MA Mastercard Incorporated
+0.72%
+$7,060.27 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$54,879.86 
COST Costco Wholesale Corporation
+0.68%
+$58,235.04 
EMR Emerson Electric Co.
+0.66%
+$2,021.01 
MS Morgan Stanley
+0.66%
+$1,807.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$2,475.86 
DUK Duke Energy Corporation
+0.64%
+$20,219.24 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$11,736.73 
GGG Graco Inc.
+0.62%
+$9,347.2 
CMI Cummins Inc.
+0.59%
+$21,936.38 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$11,064.84 
AEP American Electric Power Company, Inc.
+0.58%
+$2,455.5 
IVV iShares Core S&P 500 ETF
+0.58%
+$4,437.61 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,470.21 
HON Honeywell International Inc.
+0.55%
+$1,906.96 
GOOGL Alphabet Inc
+0.53%
+$57,680.09 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.47%
+$11,584.5 
URI United Rentals, Inc.
+0.46%
+$8,702.69 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$2,142 
GOOG Alphabet Inc
+0.45%
+$33,220.59 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+0.43%
+$1,786.4 
PGR Progressive Corporation
+0.41%
+$3,963.96 
ROK Rockwell Automation, Inc.
+0.41%
+$3,904.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,817.75 
PEP PepsiCo, Inc.
+0.4%
+$4,796.6 
FAST Fastenal Co.
+0.39%
+$19,425.24 
PSA Public Storage Common Stock
+0.34%
+$13,195.84 
CDNS Cadence Design Systems, Inc.
+0.32%
+$3,550.2 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$814.61 
WM Waste Management, Inc.
+0.31%
+$4,160.7 
XOM Exxon Mobil Corporation
+0.28%
+$7,825.67 
TRV The Travelers Companies, Inc.
+0.21%
+$1,598.34 
ADP Automatic Data Processing Inc.
+0.2%
+$1,593.68 
NVDA NVIDIA Corporation
+0.14%
+$43,724.47 
SHW The Sherwin-Williams Company
+0.13%
+$2,863.98 
CCI Crown Castle Inc.
+0.13%
+$305.16 
RY Royal Bank of Canada
+0.12%
+$334.25 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.12%
+$262.21 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$2,647.26 
CB Chubb Limited
+0.1%
+$851.7 
UTHR United Therapeutics Corporation
+0.1%
+$256.48 
MSFT Microsoft Corp.
+0.1%
+$7,264 
KO The Coca-Cola Company
+0.1%
+$1,537.04 
ORCL Oracle Corporation
+0.05%
+$274.11 
TJX The TJX Companies, Inc.
+0.05%
+$2,180.4 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$110 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$164.95 
MCD McDonald's Corporation
+0.01%
+$81.46 
AFIX
0%
$0 
JCI
0%
$0 
LEN
0%
$0 
ADBE Adobe Inc.
-6.75%
-$121,772.42 
SMCI Super Micro Computer Inc
-4.72%
-$58,640.85 
ADSK Autodesk, Inc.
-3.47%
-$10,902.78 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-2.88%
-$28,485.17 
LULU lululemon athletica inc.
-2.52%
-$19,187.5 
LLY Eli Lilly and Company
-2.41%
-$54,642.25 
PLTR Palantir Technologies Inc.
-2.36%
-$11,745.09 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$220,214.97 
ULTA Ulta Beauty Inc.
-1.82%
-$9,035.88 
ABT Abbott Laboratories
-1.68%
-$41,331.72 
LMT Lockheed Martin Corporation
-1.53%
-$38,252.01 
AAPL Apple Inc.
-1.52%
-$190,863 
LHX L3Harris Technologies, Inc.
-1.43%
-$3,339.09 
MU Micron Technology, Inc.
-1.42%
-$100,855.35 
WAT Waters Corporation
-1.23%
-$2,937.09 
AMZN Amazon.com Inc
-1.23%
-$117,630.4 
AMT American Tower Corporation
-1.16%
-$27,502.2 
NFLX Netflix, Inc.
-1.14%
-$6,300.75 
TXT Textron Inc.
-1.01%
-$2,468.1 
CPRT Copart Inc.
-1%
-$2,483.1 
AVGO Broadcom Inc.
-0.91%
-$44,397.5 
NOW ServiceNow, Inc.
-0.87%
-$2,632.5 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$33,962.71 
OKLO Oklo Inc.
-0.69%
-$3,617.9 
CSCO Cisco Systems, Inc.
-0.6%
-$27,711.53 
BSX Boston Scientific Corporation
-0.58%
-$1,603.25 
NVS Novartis AG Sponsored ADR
-0.57%
-$1,880.56 
SNPS Synopsys, Inc.
-0.53%
-$14,904 
UPS United Parcel Service, Inc.
-0.52%
-$5,790.69 
ISRG Intuitive Surgical, Inc.
-0.44%
-$10,260.83 
NOC Northrop Grumman Corporation
-0.4%
-$1,176.03 
RTX RTX Corporation
-0.33%
-$12,717.28 
CRM Salesforce Inc
-0.22%
-$1,329.48 
MDT Medtronic plc
-0.21%
-$564.57 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$873 
BKAG BNY Mellon Core Bond ETF
-0.15%
-$2,009.54 
LOW Lowe's Companies Inc.
-0.1%
-$242.88 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.09%
-$67.92 
INTU Intuit Inc.
-0.07%
-$540.18 Events
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Dividends
Dividend Analysis
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| Trades 2837 | Longs Won 1592/2837 56% | Profit Factor 3.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $622,467.29 |
| Average Win $113,288.56 | Best Trade (Jun 12) $26.24M | Sharpe Ratio -10.57 |
| Average Loss -$37,014.13 | Worst Trade (Jun 11) -$1.63M | Z-Score 3.29 (99.9%) |
| Commissions $0 | Avg. Trade Length 1y 12m 2d | Expectancy $47,329.15 |
| 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 | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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