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:
41.43%
Gain -1.46%
Monthly
2.06%
Yearly
27.66%
Drawdown
13.26%
$209.36M
Equity
Holdings
$209.36M
Investment
$160.56M
$55.7M
Profit -$2.77M
Realized
$6.9M
Unrealized
$48.8M
Dividends
$1.35M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.46%
Profit
-$2.77M
Win %
75%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$2.77M
Win %
75%
This Month
Compared to last month
Gain
1.83%
Profit
$3.77M
Win %
75%
This Year
Compared to last year
Gain
0.24%
Profit
$499,121.23
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$2.33M 
GOOG Alphabet Inc
+6.88%
+$183,277.63 
GOOGL Alphabet Inc
+6.73%
+$165,693.78 
VRT Vertiv Holdings Co
+6.18%
+$114,107.78 
META Meta Platforms Inc Class A
+3.28%
+$268,930.34 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$79,907.52 
MSFT Microsoft Corp.
+3.02%
+$56,482.1 
NVDA NVIDIA Corporation
+2.93%
+$882,824.18 
GLW Corning Incorporated
+2.24%
+$20,264.64 
CDNS Cadence Design Systems, Inc.
+2.16%
+$3,959.99 
CSCO Cisco Systems, Inc.
+2.14%
+$22,550.4 
LHX L3Harris Technologies, Inc.
+1.9%
+$5,387.05 
PANW Palo Alto Networks, Inc.
+1.89%
+$7,478.4 
ORCL Oracle Corporation
+1.81%
+$6,153.84 
HWM Howmet Aerospace Inc.
+1.8%
+$193,070.01 
CWS AdvisorShares Focused Equity ETF
+1.57%
+$4,664.9 
LMT Lockheed Martin Corporation
+1.5%
+$4,763.76 
PWR Quanta Services Inc.
+1.43%
+$38,598.74 
GE General Electric Company
+1.42%
+$192,417.54 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$2,275.25 
IBM International Business Machines Corporation
+0.86%
+$2,419.94 
GEV GE Vernova Inc.
+0.85%
+$37,644.3 
TSLA Tesla, Inc.
+0.76%
+$1,574.11 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,962.3 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,467.91 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,588.87 
PLTR Palantir Technologies Inc.
+0.65%
+$36,095.11 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,584.08 
ET Energy Transfer L.P.
+0.59%
+$2,066.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,066.38 
STX Seagate Technology Holdings plc
+0.52%
+$30,313.47 
IYW iShares U.S. Technology ETF
+0.46%
+$35,982.87 
RTX RTX Corporation
+0.39%
+$4,381.44 
AVGO Broadcom Inc.
+0.37%
+$26,765.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,996.64 
GD General Dynamics Corporation
+0.32%
+$2,020.32 
MRK Merck & Co., Inc.
+0.32%
+$679.8 
JPM JPMorgan Chase & Co.
+0.27%
+$3,849.3 
SO The Southern Company
+0.21%
+$2,012.4 
JNJ Johnson & Johnson
+0.21%
+$3,893.91 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$951.66 
MS Morgan Stanley
+0.17%
+$1,125.73 
DELL Dell Technologies Inc.
+0.14%
+$1,555.68 
ISRG Intuitive Surgical, Inc.
+0.1%
+$422.63 
C Citigroup Inc.
+0.1%
+$2,524.93 
NUE Nucor Corporation
+0.1%
+$1,850.01 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$476.55 
WMT Walmart Inc.
+0.09%
+$6,619.93 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$1,078.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$987,518.48 
MU Micron Technology, Inc.
-5.9%
-$164,079.95 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$8,502.6 
BA Boeing Company
-2.15%
-$22,805.11 
NFLX Netflix, Inc.
-2%
-$4,628.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$35,971.4 
LRCX Lam Research Corporation
-1.58%
-$66,909.36 
NEE NextEra Energy, Inc.
-1.15%
-$7,070 
KO The Coca-Cola Company
-1.02%
-$13,149 
XOM Exxon Mobil Corporation
-0.97%
-$3,044.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,706.09 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,881.24 
GS The Goldman Sachs Group, Inc.
-0.63%
-$50,323.6 
ROST Ross Stores, Inc.
-0.59%
-$3,967.51 
LLY Eli Lilly and Company
-0.53%
-$17,366.29 
HD The Home Depot, Inc.
-0.42%
-$2,382.49 
AXP American Express Company
-0.38%
-$824.22 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$913.14 
VXF Vanguard Extended Market ETF
-0.3%
-$727.04 
RY Royal Bank of Canada
-0.29%
-$3,260.5 
FBND Fidelity Total Bond ETF
-0.27%
-$760.8 
VTV Vanguard Value ETF
-0.27%
-$1,295.62 
COST Costco Wholesale Corporation
-0.24%
-$7,662.98 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$661.2 
V Visa Inc. Class A
-0.04%
-$265.98 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$116.21 Events
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Dividends
Dividend Analysis
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| Trades 394 | Longs Won 266/394 67% | Profit Factor 7.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $973,167.9 |
| Average Win $243,299.78 | Best Trade (Aug 28) $18.29M | Sharpe Ratio -9.65 |
| Average Loss -$70,218.48 | Worst Trade (Aug 02) -$1.09M | Z-Score 6.63 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $141,383.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.14% |
| Consecutive Losing Trades | 2,985 | 2,687 | 2,388 | 2,090 | 1,791 | 1,493 | 1,194 | 896 | 597 | 299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,274 | $9.6M | $12.44M | - | $2.84M | 29.64% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 3,893 | $1.39M | $1.85M | - | $467,607.8 | 33.74% | -1.904% |
| AMZN Amazon.com Inc | 64,679 | $12.49M | $17.57M | - | $5.07M | 40.61% | +15.321% |
| AVGO Broadcom Inc. | 18,587 | $6.29M | $7.24M | - | $946,600.55 | 15.05% | +0.371% |
| AXP American Express Company | 649 | $174,725.98 | $218,226.25 | - | $43,500.27 | 24.9% | -0.376% |
| BA Boeing Company | 4,791 | $953,552.87 | $1.04M | - | $81,973.87 | 8.6% | -2.155% |
| BRK-B Berkshire Hathaway Inc. | 3,224 | $1.71M | $1.65M | - | -$60,565.27 | -3.54% | +0.365% |
| C Citigroup Inc. | 19,424 | $2.11M | $2.57M | - | $466,523.83 | 22.15% | +0.098% |
| CDNS Cadence Design Systems, Inc. | 550 | $206,426 | $187,010.99 | - | -$19,415.01 | -9.41% | +2.163% |
| COST Costco Wholesale Corporation | 3,361 | $3.2M | $3.2M | - | $4,249.99 | 0.13% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 14,168 | $2.53M | $2.7M | - | $170,042.98 | 6.71% | +3.045% |
| CSCO Cisco Systems, Inc. | 9,280 | $1.09M | $1.08M | - | -$13,638.8 | -1.25% | +2.14% |
| CWS AdvisorShares Focused Equity ETF | 4,214 | $276,165.96 | $301,035.52 | - | $24,869.56 | 9.01% | +1.574% |
| DELL Dell Technologies Inc. | 2,778 | $1.2M | $1.13M | - | -$72,316.14 | -6.03% | +0.138% |
| ET Energy Transfer L.P. | 17,222 | $321,938.23 | $350,639.92 | - | $28,701.69 | 8.92% | +0.593% |
| FBND Fidelity Total Bond ETF | 6,340 | $292,813.04 | $283,524.8 | - | -$9,288.24 | -3.17% | -0.268% |
| GD General Dynamics Corporation | 1,656 | $566,578.62 | $634,943.54 | - | $68,364.92 | 12.07% | +0.319% |
| GE General Electric Company | 38,254 | $7.86M | $13.77M | - | $5.92M | 75.29% | +1.417% |
| GEV GE Vernova Inc. | 4,530 | $3.91M | $4.49M | - | $580,198.86 | 14.85% | +0.846% |
| GLW Corning Incorporated | 6,688 | $1.71M | $924,616 | - | -$783,630 | -45.87% | +2.241% |
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FAQ
Which stocks have generated the highest profits for Katie Kingsman?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $1.15M, Vertiv Holdings Co - $1.13M, The Goldman Sachs Group, Inc - $954,137.96, Howmet Aerospace Inc - $832,418.46, and RTX Corporation - $781,458.56. 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: Boston Scientific Corporation - $561,970.16, Netflix, Inc - $363,144.22, Apple Inc - $207,838.86, iShares Bitcoin Trust - $200,609.15, and T-Mobile US, Inc - $150,050.13. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katie Kingsman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.35M earned over time. The largest contributors to dividend income include The Goldman Sachs Group, Inc - $134,994.5, Energy Transfer L.P - $78,749.05, Walmart Inc - $75,400.52, RTX Corporation - $74,466.47, and General Electric Company - $65,755.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katie Kingsman's monthly returns?
Katie Kingsman'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 Katie Kingsman's strategy be considered aggressive or moderate?
Katie Kingsman'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 Katie Kingsman's strategy?
Katie Kingsman's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
