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:
40.48%
Gain -0.62%
Monthly
1.85%
Yearly
24.65%
Drawdown
13.34%
$215.52M
Equity
Holdings
$215.52M
Investment
$169.78M
$54.26M
Profit -$1.22M
Realized
$8.53M
Unrealized
$45.74M
Dividends
$1.59M
Goals
Avg. 40.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$1.22M
Win %
71%
This Week
Compared To Last Week
Gain
-3.05%
Profit
-$6.78M
Win %
71%
This Month
Compared to last month
Gain
-1.58%
Profit
-$3.47M
Win %
71%
This Year
Compared to last year
Gain
-3.81%
Profit
-$8.54M
Win %
68%
LLY Eli Lilly and Company
+4.78%
+$210,048.55 
HD The Home Depot, Inc.
+3.56%
+$16,095.6 
V Visa Inc. Class A
+2.67%
+$89,767.81 
ORCL Oracle Corporation
+2.47%
+$9,095.68 
IBM International Business Machines Corporation
+2.18%
+$7,449.92 
OMF OneMain Holdings Inc.
+2.17%
+$13,471.08 
ROST Ross Stores, Inc.
+2.01%
+$16,082.24 
WMT Walmart Inc.
+1.82%
+$117,452.24 
LMT Lockheed Martin Corporation
+1.73%
+$5,580.54 
SCHD Schwab U.S. Dividend Equity ETF
+1.44%
+$7,695.49 
BA Boeing Company
+1.3%
+$10,353.6 
LHX L3Harris Technologies, Inc.
+1.29%
+$3,213 
TGT Target Corporation
+1.12%
+$3,789.24 
MSFT Microsoft Corp.
+1.06%
+$26,812.44 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,793.76 
GE General Electric Company
+0.86%
+$97,840.18 
VIG Vanguard Dividend Appreciation ETF
+0.84%
+$2,070.3 
USMV iShares MSCI USA Min Vol Factor ETF
+0.79%
+$4,223.04 
VTV Vanguard Value ETF
+0.75%
+$4,065.34 
MGV Vanguard Mega Cap Value ETF
+0.7%
+$2,001.46 
COST Costco Wholesale Corporation
+0.66%
+$22,427.55 
FBND Fidelity Total Bond ETF
+0.63%
+$1,763.58 
IEFA iShares Core MSCI EAFE ETF
+0.62%
+$4,610.06 
GS The Goldman Sachs Group, Inc.
+0.58%
+$41,095.4 
GOOGL Alphabet Inc
+0.56%
+$15,270.37 
KO The Coca-Cola Company
+0.53%
+$11,399.44 
NEE NextEra Energy, Inc.
+0.52%
+$3,038.51 
GOOG Alphabet Inc
+0.5%
+$13,817.25 
C Citigroup Inc.
+0.5%
+$13,069.86 
MRK Merck & Co., Inc.
+0.49%
+$1,929.95 
JIVE JPMorgan International Value ETF
+0.43%
+$1,692.97 
GD General Dynamics Corporation
+0.43%
+$1,870.44 
PVAL Putnam Focused Large Cap Value ETF
+0.39%
+$9,234.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.33%
+$902.92 
META Meta Platforms Inc Class A
+0.29%
+$15,690.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.28%
+$3,335.19 
HWM Howmet Aerospace Inc.
+0.24%
+$17,963.4 
IWB iShares Russell 1000 ETF
+0.24%
+$484.56 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$3,501.25 
IVV iShares Core S&P 500 ETF
+0.17%
+$515.99 
TWLO Twilio Inc.
+0.14%
+$1,134.05 
SPY SPDR S&P 500 ETF Trust
+0.13%
+$778.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.13%
+$309.12 
VOO Vanguard S&P 500 ETF
+0.13%
+$1,599.85 
AAPL Apple Inc.
+0.12%
+$19,543.07 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.11%
+$239.78 
JNJ Johnson & Johnson
+0.06%
+$2,127.6 
AMZN Amazon.com Inc
+0.01%
+$1,948.68 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DELL Dell Technologies Inc.
-8.84%
-$37,895.6 
VRT Vertiv Holdings Co
-6.2%
-$120,927.27 
STX Seagate Technology Holdings plc
-5.44%
-$287,589.06 
LRCX Lam Research Corporation
-4.5%
-$205,468.47 
CSCO Cisco Systems, Inc.
-3.85%
-$30,030.64 
SPCX Space Exploration Technologies Corp. Class A
-3.65%
-$50,772.7 
AMD Advanced Micro Devices, Inc.
-3.15%
-$80,658.36 
VLO Valero Energy Corporation
-3.03%
-$12,954.89 
TRGP Targa Resources Corp.
-2.98%
-$17,169.04 
CRWD CrowdStrike Holdings, Inc.
-2.86%
-$182,884.24 
GEV GE Vernova Inc.
-2.82%
-$122,580.04 
ETN Eaton Corporation plc
-2.43%
-$13,739.2 
AVGO Broadcom Inc.
-2.25%
-$147,885.36 
TSLA Tesla, Inc.
-1.82%
-$5,882.59 
NVDA NVIDIA Corporation
-1.69%
-$563,010.17 
PANW Palo Alto Networks, Inc.
-1.6%
-$11,046.4 
MPC Marathon Petroleum Corporation
-1.59%
-$5,497.23 
XOM Exxon Mobil Corporation
-1.15%
-$5,344.98 
MS Morgan Stanley
-1.04%
-$6,691.75 
NUE Nucor Corporation
-0.89%
-$10,229.94 
ET Energy Transfer L.P.
-0.84%
-$2,875.72 
IYW iShares U.S. Technology ETF
-0.77%
-$71,141.7 
PLTR Palantir Technologies Inc.
-0.66%
-$59,848.67 
QQQ Invesco QQQ Trust, Series 1
-0.49%
-$2,279.11 
MGK Vanguard Mega Cap Growth ETF
-0.41%
-$898.87 
VONG Vanguard Russell 1000 Growth Fund
-0.35%
-$792.54 
RTX RTX Corporation
-0.34%
-$4,392.32 
JPM JPMorgan Chase & Co.
-0.3%
-$4,169.76 
VUG Vanguard Growth ETF
-0.3%
-$920.97 
MU Micron Technology, Inc.
-0.22%
-$8,121.19 
SO The Southern Company
-0.18%
-$1,909.92 
AVDV Avantis International Small Cap Value ETF
-0.14%
-$291.9 
FCX Freeport-McMoRan Inc.
-0.01%
-$29.71 Events
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Dividends
Dividend Analysis
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| Trades 475 | Longs Won 311/475 65% | Profit Factor 5.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $843,453.38 |
| Average Win $211,797.88 | Best Trade (Oct 14) $16.93M | Sharpe Ratio -65.37 |
| Average Loss -$70,778.21 | Worst Trade (Oct 15) -$1.23M | Z-Score 6.58 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $114,234.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 3,049 | 2,744 | 2,439 | 2,134 | 1,829 | 1,524 | 1,220 | 915 | 610 | 305 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 45,449 | $11.32M | $15.61M | - | $4.29M | 37.87% | +0.125% |
| AMD Advanced Micro Devices, Inc. | 4,491 | $1.75M | $2.48M | - | $731,017.69 | 41.73% | -3.146% |
| AMZN Amazon.com Inc | 64,956 | $12.56M | $16.51M | - | $3.95M | 31.41% | +0.012% |
| AVDV Avantis International Small Cap Value ETF | 1,946 | $212,887 | $208,474.98 | - | -$4,412.02 | -2.07% | -0.14% |
| AVGO Broadcom Inc. | 18,984 | $6.43M | $6.43M | - | -$3,046.97 | -0.05% | -2.25% |
| BA Boeing Company | 4,314 | $858,615.54 | $806,976.84 | - | -$51,638.7 | -6.01% | +1.3% |
| BRK-B Berkshire Hathaway Inc. | 2,801 | $1.48M | $1.48M | - | -$6,681.28 | -0.45% | +0.237% |
| C Citigroup Inc. | 21,426 | $2.37M | $2.63M | - | $267,427.85 | 11.31% | +0.499% |
| COST Costco Wholesale Corporation | 3,484 | $3.31M | $3.44M | - | $136,702.43 | 4.13% | +0.656% |
| CRWD CrowdStrike Holdings, Inc. | 25,650 | $5.57M | $6.21M | - | $637,482.78 | 11.44% | -2.86% |
| CSCO Cisco Systems, Inc. | 6,872 | $807,183.05 | $750,903.44 | - | -$56,279.61 | -6.97% | -3.845% |
| DELL Dell Technologies Inc. | 844 | $364,103.06 | $390,797.32 | - | $26,694.26 | 7.33% | -8.84% |
| ET Energy Transfer L.P. | 16,916 | $316,249.68 | $339,673.28 | - | $23,423.6 | 7.41% | -0.84% |
| ETN Eaton Corporation plc | 1,385 | $595,148 | $552,518.05 | - | -$42,629.95 | -7.16% | -2.426% |
| FBND Fidelity Total Bond ETF | 6,413 | $295,973.88 | $280,985.59 | - | -$14,988.29 | -5.06% | +0.632% |
| FCX Freeport-McMoRan Inc. | 2,971 | $207,987 | $206,365.66 | - | -$1,621.34 | -0.78% | -0.014% |
| GD General Dynamics Corporation | 1,308 | $447,922.42 | $439,605.72 | - | -$8,316.7 | -1.86% | +0.427% |
| GE General Electric Company | 37,131 | $7.63M | $11.5M | - | $3.86M | 50.63% | +0.858% |
| GEV GE Vernova Inc. | 4,610 | $3.98M | $4.22M | - | $237,170.78 | 5.96% | -2.823% |
| GOOG Alphabet Inc | 8,010 | $1.62M | $2.77M | - | $1.14M | 70.46% | +0.502% |
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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: Meta Platforms Inc Class A - $1.64M, Howmet Aerospace Inc - $1.24M, Alphabet Inc - $1.15M, NVIDIA Corporation - $1.14M, and Vertiv Holdings Co - $1.13M. 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: Corning Incorporated - $678,026.55, Boston Scientific Corporation - $561,970.16, Netflix, Inc - $561,310.43, Quanta Services Inc - $318,610.66, and Intuitive Surgical, Inc - $266,085.17. 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 $1.59M earned over time. The largest contributors to dividend income include The Goldman Sachs Group, Inc - $173,824.5, Walmart Inc - $91,784.53, NVIDIA Corporation - $83,841.79, General Electric Company - $83,207.2, and Energy Transfer L.P - $78,749.05. 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.
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