Katie Kingsman Portfolio
Invests via Kingsman Wealth Management Inc. | Managed by Katie Kingsman, John Cosgrove
Invests via Kingsman Wealth Management Inc.
Managed by Katie Kingsman, John Cosgrove
Automatically Tracked
Seasoned investor and operator with experience sourcing and scaling early-stage technology companies across consumer and fintech verticals. Katie Kingsman is known for combining product-led growth instincts with board-level governance, advising founders on go-to-market, hiring and capital strategy. Active in seed and Series A rounds, she has participated in multiple exits and syndicates and frequently co-invests with institutional venture firms. Background blends startup operating roles with investment sourcing and portfolio management.
Seasoned investor and operator with experience sourcing and scaling early-stage technology companies across consumer and fintech verticals. Katie Kingsman is known for combining product-led growth instincts with board-level governance, advising founders on go-to-market, hiring and capital strategy. Active in seed and Series A rounds, she has participated in multiple exits and syndicates and frequently co-invests with institutional venture firms. Background blends startup operating roles with investment sourcing and portfolio management.
Investment Philosophy & Strategy
Combines product-led growth instincts with disciplined early-stage capital allocation, targeting seed to Series A consumer and fintech startups with clear unit economics and founder-market fit. Prioritizes hands-on operational partnership—go-to-market playbooks, recruiting, and governance—to accelerate customer acquisition and retention while preserving runway. Investment decisions favor repeatable growth signals, defensible product differentiation, and capital-efficient roadmaps. Co-invests alongside institutional VCs to de-risk syndicates, uses staged reserve deployment tied to milestones, and balances upside concentration with portfolio diversification across high-conviction thematic bets.
Combines product-led growth instincts with disciplined early-stage capital allocation, targeting seed to Series A consumer and fintech startups with clear unit economics and founder-market fit. Prioritizes hands-on operational partnership—go-to-market playbooks, recruiting, and governance—to accelerate customer acquisition and retention while preserving runway. Investment decisions favor repeatable growth signals, defensible product differentiation, and capital-efficient roadmaps. Co-invests alongside institutional VCs to de-risk syndicates, uses staged reserve deployment tied to milestones, and balances upside concentration with portfolio diversification across high-conviction thematic bets.
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:
2.96%
Gain
Monthly
0.19%
Yearly
2.28%
Drawdown
28.66%
$204.46M
Equity
Holdings
$204.46M
Investment
$151.19M
$57.28M
Profit -$678,086.01
Realized
$4.01M
Unrealized
$53.27M
Dividends
$1.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$678,086.01
Win %
78%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$407,763.94
Win %
78%
This Month
Compared to last month
Gain
1.3%
Profit
$2.63M
Win %
78%
This Year
Compared to last year
Gain
15.89%
Profit
$28.04M
Win %
76%
MU Micron Technology, Inc.
+3.72%
+$44,912.1 
GE General Electric Company
+3.1%
+$442,043.81 
STX Seagate Technology Holdings plc
+3.09%
+$60,858.44 
NOC Northrop Grumman Corporation
+2.45%
+$3,766.59 
GEV GE Vernova Inc.
+2.37%
+$82,097.91 
ORCL Oracle Corporation
+2.29%
+$7,615.2 
HWM Howmet Aerospace Inc.
+2.28%
+$231,332.68 
PANW Palo Alto Networks, Inc.
+2.04%
+$10,187.07 
JNJ Johnson & Johnson
+1.64%
+$59,393.61 
RTX RTX Corporation
+1.53%
+$120,994.83 
XOM Exxon Mobil Corporation
+1.36%
+$4,597.54 
LMT Lockheed Martin Corporation
+1.29%
+$3,639.87 
MRK Merck & Co., Inc.
+1.19%
+$2,600.72 
PH Parker-Hannifin Corporation
+0.96%
+$11,181.3 
LLY Eli Lilly and Company
+0.95%
+$21,162.8 
ET Energy Transfer L.P.
+0.84%
+$3,247.68 
LHX L3Harris Technologies, Inc.
+0.82%
+$2,685.01 
GD General Dynamics Corporation
+0.82%
+$11,164.09 
JPM JPMorgan Chase & Co.
+0.62%
+$8,547.69 
ROST Ross Stores, Inc.
+0.62%
+$14,040 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$11,632.94 
NUE Nucor Corporation
+0.51%
+$2,863.2 
CRWD CrowdStrike Holdings, Inc.
+0.49%
+$2,528 
RY Royal Bank of Canada
+0.44%
+$4,746.35 
BA Boeing Company
+0.38%
+$9,575.7 
MGV Vanguard Mega Cap Value ETF
+0.35%
+$979.14 
SO The Southern Company
+0.33%
+$3,219.2 
VTV Vanguard Value ETF
+0.32%
+$1,540.42 
WMT Walmart Inc.
+0.18%
+$14,349.3 
VRT Vertiv Holdings Co
+0.18%
+$1,938.74 
FBND Fidelity Total Bond ETF
+0.12%
+$344.74 
SCHD Schwab U.S. Dividend Equity ETF
+0.04%
+$237.82 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.46%
-$124,472.79 
NFLX Netflix, Inc.
-7.45%
-$22,769.4 
META Meta Platforms Inc Class A
-4.76%
-$557,648.19 
IBM International Business Machines Corporation
-3.33%
-$12,782.3 
UBER Uber Technologies, Inc.
-2.24%
-$5,240.62 
MSFT Microsoft Corp.
-2.11%
-$34,361.16 
PLTR Palantir Technologies Inc.
-2.04%
-$144,447.32 
GOOG Alphabet Inc
-1.95%
-$55,597.28 
GOOGL Alphabet Inc
-1.92%
-$116,424.39 
V Visa Inc. Class A
-1.8%
-$14,366.2 
GS The Goldman Sachs Group, Inc.
-1.41%
-$114,172.1 
AXP American Express Company
-1.41%
-$4,439.92 
BSX Boston Scientific Corporation
-1.36%
-$2,139.89 
BKR Baker Hughes Company
-1.31%
-$2,476.04 
NVDA NVIDIA Corporation
-1.09%
-$349,680.59 
IYW iShares U.S. Technology ETF
-1.04%
-$84,835.8 
C Citigroup Inc.
-1.02%
-$28,428.1 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$3,602.58 
HD The Home Depot, Inc.
-0.79%
-$4,854.33 
SAN Banco Santander S.A. Sponsored ADR
-0.77%
-$1,333.5 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$2,868.03 
COST Costco Wholesale Corporation
-0.55%
-$20,658.5 
AVGO Broadcom Inc.
-0.52%
-$29,629.47 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$2,741.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$5,565.66 
AMZN Amazon.com Inc
-0.48%
-$76,279.2 
VXF Vanguard Extended Market ETF
-0.42%
-$1,031.22 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$2,859 
LRCX Lam Research Corporation
-0.37%
-$7,662.92 
AAPL Apple Inc.
-0.31%
-$36,158.33 
NEM Newmont Corporation
-0.29%
-$653.38 
MS Morgan Stanley
-0.28%
-$2,117.3 
AMD Advanced Micro Devices, Inc.
-0.15%
-$1,764.9 
PVAL Putnam Focused Large Cap Value ETF
-0.13%
-$2,786.7 
CWS AdvisorShares Focused Equity ETF
-0.12%
-$746.66 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$240.17 
USMV iShares MSCI USA Min Vol Factor ETF
-0.02%
-$105.56 Events
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Dividends
Dividend Analysis
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| Trades 319 | Longs Won 210/319 65% | Profit Factor 12.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $982,784.35 |
| Average Win $296,358.91 | Best Trade (Jul 14) $15.75M | Sharpe Ratio -11.15 |
| Average Loss -$45,416.91 | Worst Trade (Jul 17) -$411,972.25 | Z-Score 5.86 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $179,576.58 |
| 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% | 0.03% |
| Consecutive Losing Trades | 4,505 | 4,054 | 3,604 | 3,153 | 2,703 | 2,252 | 1,802 | 1,351 | 901 | 450 |
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