Steven Albrecht Portfolio
Invests via Curat Global LLC | Managed by Steven Albrecht
Invests via Curat Global LLC
Managed by Steven Albrecht
Automatically Tracked
Veteran investor and operating executive with experience in private equity, M&A and corporate strategy across healthcare and business services. Steven Albrecht leads deal sourcing, operational improvement and portfolio company governance with a focus on EBITDA expansion and revenue growth initiatives. Prior roles span buyouts, corporate development and board service; education combines finance and management training. Market profile: active in mid‑market control and growth equity transactions.
Veteran investor and operating executive with experience in private equity, M&A and corporate strategy across healthcare and business services. Steven Albrecht leads deal sourcing, operational improvement and portfolio company governance with a focus on EBITDA expansion and revenue growth initiatives. Prior roles span buyouts, corporate development and board service; education combines finance and management training. Market profile: active in mid‑market control and growth equity transactions.
Investment Philosophy & Strategy
Focuses on control and growth equity in healthcare and business services, targeting mid‑market companies where operational levers can accelerate EBITDA and revenue. Employs a value‑creation approach that pairs disciplined buyout underwriting with hands‑on portfolio governance, prioritizing recurring revenue, margin expansion and scalable commercial initiatives. Capital allocation favors majority or substantial minority stakes with multi‑year horizons, staged capital deployment tied to operational milestones, and conservative leverage. Decision‑making blends quantitative cash‑flow analysis with operational KPIs and executive alignment to de‑risk exits.
Focuses on control and growth equity in healthcare and business services, targeting mid‑market companies where operational levers can accelerate EBITDA and revenue. Employs a value‑creation approach that pairs disciplined buyout underwriting with hands‑on portfolio governance, prioritizing recurring revenue, margin expansion and scalable commercial initiatives. Capital allocation favors majority or substantial minority stakes with multi‑year horizons, staged capital deployment tied to operational milestones, and conservative leverage. Decision‑making blends quantitative cash‑flow analysis with operational KPIs and executive alignment to de‑risk exits.
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:
6.95%
Gain
Monthly
0.43%
Yearly
5.32%
Drawdown
28.5%
$126.82M
Equity
Holdings
$126.82M
Investment
$97.54M
$35.03M
Profit -$480,013.72
Realized
$5.74M
Unrealized
$29.28M
Dividends
$2.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$480,013.72
Win %
76%
This Week
Compared To Last Week
Gain
-1.72%
Profit
-$2.22M
Win %
76%
This Month
Compared to last month
Gain
-4.09%
Profit
-$5.41M
Win %
76%
This Year
Compared to last year
Gain
16.54%
Profit
$18M
Win %
71%
SNDK SanDisk Corporation
+5.52%
+$5,682.32 
WNC Wabash National Corporation
+3.59%
+$1,507.5 
AIG American International Group Inc.
+3.1%
+$4,685.1 
ADM Archer-Daniels-Midland Co
+2.85%
+$6,197.55 
ALL Allstate Corporation
+2.6%
+$5,413.36 
HIG The Hartford Insurance Group, Inc.
+2.5%
+$1,364 
CB Chubb Limited
+2.43%
+$15,572.75 
TTE TotalEnergies SE
+2.38%
+$2,632 
CSCO Cisco Systems, Inc.
+2.31%
+$506 
ORCL Oracle Corporation
+2.29%
+$4,446 
THG Hanover Insurance Group, Inc.
+2.18%
+$225.25 
BMY Bristol-Myers Squibb Company
+2.05%
+$4,740.52 
WDC Western Digital Corporation
+2.05%
+$2,103.2 
Q Qnity Electronics Inc.
+2.04%
+$288.08 
EMR Emerson Electric Co.
+1.95%
+$8,555.92 
ETN Eaton Corporation plc
+1.94%
+$2,428.46 
ABT Abbott Laboratories
+1.93%
+$3,122.85 
UNH UnitedHealth Group Incorporated
+1.89%
+$1,761.1 
MO Altria Group, Inc.
+1.86%
+$1,789.76 
ORI Old Republic International Corp.
+1.86%
+$5,236 
CF CF Industries Holdings, Inc.
+1.84%
+$688.27 
EG Everest Group, Ltd.
+1.81%
+$7,276.35 
LYB LyondellBasell Industries N.V.
+1.7%
+$1,381.8 
FHN First Horizon Corporation
+1.69%
+$255.42 
UTHR United Therapeutics Corporation
+1.68%
+$1,806.7 
DOW Dow Inc.
+1.67%
+$256.27 
CVS CVS Health Corporation
+1.59%
+$18,678.9 
CAT Caterpillar Inc.
+1.58%
+$138.8 
SOLS Sollensys Corp
+1.54%
+$180 
NTAP NetApp, Inc.
+1.53%
+$1,793.4 
RTX RTX Corporation
+1.53%
+$504.9 
MAN ManpowerGroup Inc.
+1.51%
+$585 
ABBV AbbVie Inc.
+1.51%
+$22,145.28 
CNC Centene Corporation
+1.5%
+$96.96 
AFL Aflac Inc.
+1.35%
+$8,346.48 
PM Philip Morris International Inc.
+1.32%
+$2,108.4 
CAH Cardinal Health Inc.
+1.28%
+$4,527.9 
ALB Albemarle Corporation
+1.22%
+$94.9 
SAFRY Safran S.A.
+1.21%
+$313.01 
MRK Merck & Co., Inc.
+1.19%
+$10,665.84 
CVX Chevron Corporation
+1.17%
+$268.75 
FFIV F5 Inc.
+1.12%
+$331.06 
ARCB ArcBest Corporation
+1.12%
+$1,336.35 
RGA Reinsurance Group of America, Inc.
+1.1%
+$723.36 
SWKS Skyworks Solutions Inc.
+1.08%
+$2,822.86 
QRVO Qorvo Inc.
+1.07%
+$412.07 
IYZ iShares U.S. Telecommunications ETF
+1.04%
+$218.29 
HON Honeywell International Inc.
+1.01%
+$912 
SYY Sysco Corporation
+0.98%
+$5,856.3 
DD DuPont de Nemours, Inc.
+0.98%
+$92.04 
OXY Occidental Petroleum Corporation
+0.97%
+$52 
COR Cencora, Inc.
+0.95%
+$1,172 
AMN Amn Healthcare Services Inc.
+0.95%
+$137.8 
LLY Eli Lilly and Company
+0.95%
+$11,246.2 
PRU Prudential Financial, Inc.
+0.9%
+$5,024.4 
ON ON Semiconductor Corporation
+0.86%
+$7,068 
KR Kroger Co.
+0.85%
+$1,880 
CMI Cummins Inc.
+0.85%
+$10,073.96 
AMT American Tower Corporation
+0.85%
+$294.18 
JCI Johnson Controls International plc
+0.83%
+$17,235.75 
VZ Verizon Communications Inc.
+0.81%
+$1,917 
COP ConocoPhillips
+0.8%
+$459 
CNP CenterPoint Energy Inc.
+0.76%
+$224.4 
GILD Gilead Sciences Inc.
+0.76%
+$5,232.4 
PCAR PACCAR Inc.
+0.75%
+$1,295.8 
MET MetLife Inc.
+0.75%
+$2,896.6 
CTVA Corteva Inc.
+0.69%
+$223.8 
GNRC Generac Holdings Inc.
+0.69%
+$119.2 
NSC Norfolk Southern Corporation
+0.67%
+$1,254.31 
XLE Energy Select Sector SPDR Fund
+0.67%
+$7,596.96 
JPM JPMorgan Chase & Co.
+0.62%
+$383.4 
TGT Target Corporation
+0.62%
+$391.5 
CEG Constellation Energy Corporation
+0.62%
+$925.23 
PFG Principal Financial Group, Inc.
+0.61%
+$5,812.56 
GIL Gildan Activewear Inc.
+0.6%
+$118.4 
DGX Quest Diagnostics Inc.
+0.59%
+$744 
T AT&T Inc.
+0.58%
+$1,939.28 
HCSG Healthcare Services Group Inc.
+0.57%
+$28.46 
UNP Union Pacific Corporation
+0.55%
+$1,427.58 
DE Deere & Company
+0.55%
+$164 
LRLCY L'Oreal S.A. Unsponsored ADR
+0.52%
+$117.9 
CP Canadian Pacific Kansas City Limited
+0.52%
+$290.4 
NUE Nucor Corporation
+0.51%
+$3,199.2 
AEP American Electric Power Company, Inc.
+0.51%
+$33.75 
AVT Avnet Inc.
+0.51%
+$107.5 
RHHBY Roche Holding AG
+0.51%
+$422.5 
VTRS Viatris Inc.
+0.49%
+$136.09 
XLI Industrial Select Sector SPDR Fund
+0.49%
+$15,557.52 
BFH Bread Financial Holdings Inc.
+0.45%
+$244.2 
TJX The TJX Companies, Inc.
+0.42%
+$1,951.3 
D Dominion Energy, Inc.
+0.39%
+$1,698.2 
WY Weyerhaeuser Company
+0.35%
+$1,577.6 
SO The Southern Company
+0.33%
+$170.88 
CMC Commercial Metals Company
+0.33%
+$539 
MMM 3M Company
+0.3%
+$98 
XLU Utilities Select Sector SPDR Fund
+0.3%
+$2,138.67 
EIX Edison International
+0.29%
+$20.47 
ICF iShares Cohen & Steers Realty Majors ETF
+0.28%
+$37.44 
XLRE The Real Estate Select Sector SPDR Fund
+0.28%
+$102.5 
WSM Williams-Sonoma, Inc.
+0.26%
+$1,800 
GWW W.W. Grainger, Inc.
+0.26%
+$439.2 
KMB Kimberly-Clark Corporation
+0.24%
+$169 
BAC Bank of America Corporation
+0.23%
+$1,626.1 
EPP iShares MSCI Pacific ex Japan ETF
+0.23%
+$1,171 
DUK Duke Energy Corporation
+0.21%
+$614.38 
WAB Wabtec Corporation
+0.2%
+$15,797.16 
XLV Health Care Select Sector SPDR Fund
+0.2%
+$3,661.68 
PPG PPG Industries Inc.
+0.2%
+$191.52 
WMT Walmart Inc.
+0.18%
+$820.26 
CARR Carrier Global Corporation
+0.18%
+$42.5 
CACI Caci International Inc.
+0.15%
+$256.5 
OKE ONEOK, Inc.
+0.14%
+$203.85 
STLD Steel Dynamics Inc.
+0.14%
+$102 
PFE Pfizer Inc.
+0.14%
+$1,235.61 
EWU iShares MSCI United Kingdom ETF
+0.12%
+$146.35 
OGN Organon & Co.
+0.11%
+$11.14 
ETR Entergy Corporation
+0.1%
+$364.78 
MDLZ Mondelez International, Inc.
+0.1%
+$88.5 
ED Consolidated Edison, Inc.
+0.09%
+$47.5 
R Ryder System Inc.
+0.07%
+$68.4 
APH Amphenol Corporation
+0.07%
+$833.68 
PG Procter & Gamble Co
+0.06%
+$413.44 
EXC Exelon Corporation
+0.05%
+$85.75 
ARCC Ares Capital Corporation
+0.03%
+$3.71 
XLP Consumer Staples Select Sector SPDR Fund
+0.01%
+$157.46 
CSGS CSG Systems International, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GEF Greif Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.46%
-$12,031.2 
KMT Kennametal Inc.
-6.22%
-$3,657.55 
META Meta Platforms Inc Class A
-4.76%
-$27,246.35 
QDEL QuidelOrtho Corporation
-4.33%
-$331.8 
PSKY Paramount Skydance Corporation Class B Common Stock
-3.39%
-$320.23 
IBM International Business Machines Corporation
-3.33%
-$41,332.6 
OMC Omnicom Group Inc.
-2.58%
-$12,249.6 
AMAT Applied Materials, Inc.
-2.53%
-$238,933.8 
HAFC Hanmi Financial Corporation
-2.52%
-$1,554 
KO The Coca-Cola Company
-2.51%
-$2,006.9 
HCA HCA Healthcare Inc.
-2.21%
-$5,528.25 
WAT Waters Corporation
-2.2%
-$2,358.8 
MSFT Microsoft Corp.
-2.11%
-$42,021.4 
JKHY Jack Henry & Associates, Inc.
-2.1%
-$1,740.97 
BAX Baxter International Inc.
-2.01%
-$1,346.08 
OTIS Otis Worldwide Corporation
-1.92%
-$312.48 
V Visa Inc. Class A
-1.8%
-$593.1 
XLC Communication Services Select Sector SPDR Fund
-1.77%
-$7,565.04 
ADP Automatic Data Processing Inc.
-1.77%
-$2,219.7 
NVO Novo Nordisk A/S Sponsored ADR
-1.75%
-$3,447 
DIS The Walt Disney Company
-1.75%
-$4,645.8 
TOL Toll Brothers Inc
-1.69%
-$2,108 
MA Mastercard Incorporated
-1.64%
-$903.5 
EWJ iShares MSCI Japan ETF
-1.58%
-$10,849.93 
ELV Elevance Health, Inc.
-1.57%
-$2,052.75 
RCL Royal Caribbean Group
-1.57%
-$6,161.02 
TXN Texas Instruments Inc
-1.56%
-$23,426.4 
COF Capital One Financial Corporation
-1.55%
-$1,269.94 
WSO Watsco Inc.
-1.51%
-$932.8 
GBX Greenbrier Companies, Inc.
-1.5%
-$847 
WU Western Union Co.
-1.5%
-$1,371.25 
KLAC KLA Corporation
-1.5%
-$15,514.4 
ZION Zions Bancorporation, National Association
-1.49%
-$547.5 
ITW Illinois Tool Works Inc.
-1.48%
-$6,579.34 
LECO Lincoln Electric Holdings, Inc.
-1.47%
-$2,225.93 
MEI Methode Electronics Inc.
-1.47%
-$315 
INTC Intel Corporation
-1.45%
-$19,635.66 
GS The Goldman Sachs Group, Inc.
-1.41%
-$6,122.16 
AXP American Express Company
-1.41%
-$10,236.2 
FXI iShares China Large-Cap ETF
-1.41%
-$324.95 
BCC Boise Cascade Company
-1.39%
-$916.86 
MKC McCormick & Company, Incorporated
-1.33%
-$25.38 
MATX Matson Inc.
-1.32%
-$1,843.75 
TROW T. Rowe Price Group, Inc.
-1.3%
-$1,021.45 
LOW Lowe's Companies Inc.
-1.29%
-$5,490.5 
BANC Banc of California Inc.
-1.26%
-$265.95 
MAR Marriott International Inc. - Class A
-1.26%
-$200.38 
SBUX Starbucks Corporation
-1.2%
-$1,911 
MOH Molina Healthcare Inc.
-1.18%
-$1,563.5 
KEY KeyCorp
-1.15%
-$192.5 
AN AutoNation Inc.
-1.14%
-$524.7 
HBAN Huntington Bancshares Incorporated
-1.13%
-$722.82 
EXPE Expedia Group, Inc.
-1.09%
-$1,182.56 
CFR Cullen/Frost Bankers Inc.
-1.09%
-$89 
CPB The Campbell's Company
-1.08%
-$686 
HOG Harley-Davidson Inc.
-1.04%
-$28 
GEN Gen Digital Inc.
-1.04%
-$595 
C Citigroup Inc.
-1.02%
-$103.18 
UNF UniFirst Corp.
-1.01%
-$2,880.08 
FCN Fti Consulting Inc.
-0.97%
-$861.3 
LAD Lithia Motors Inc.
-0.96%
-$65.4 
MAS Masco Corporation
-0.95%
-$994.5 
OSK Oshkosh Corporation
-0.92%
-$959.34 
ZTS Zoetis Inc.
-0.9%
-$54.51 
CLX The Clorox Company
-0.89%
-$462 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.89%
-$19,591.66 
PEP PepsiCo, Inc.
-0.88%
-$5,875.71 
BDX Becton, Dickinson and Company
-0.86%
-$690 
BIO Bio-Rad Laboratories Inc.
-0.83%
-$350 
KDP Keurig Dr Pepper Inc.
-0.83%
-$95.42 
SLB Schlumberger Limited
-0.83%
-$78 
BIIB Biogen Inc.
-0.81%
-$852.59 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$1,077.44 
MSM MSC Industrial Direct Co., Inc.
-0.8%
-$8 
ENR Energizer Holdings Inc.
-0.78%
-$140.8 
QCOM QUALCOMM Incorporated
-0.77%
-$2,578.08 
ADI Analog Devices, Inc.
-0.75%
-$8,764.98 
NAVI Navient Corporation
-0.75%
-$37.7 
DHR Danaher Corporation
-0.73%
-$916.35 
KD Kyndryl Holdings Inc.
-0.71%
-$20.74 
WTS Watts Water Technologies Inc.
-0.68%
-$1,445.99 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$44,199.54 
GLW Corning Incorporated
-0.6%
-$1,900 
AMGN Amgen Inc.
-0.58%
-$8,689.6 
COST Costco Wholesale Corporation
-0.55%
-$988.47 
THC Tenet Healthcare Corporation
-0.55%
-$69.3 
MCD McDonald's Corporation
-0.54%
-$459.3 
IYY iShares Dow Jones U.S. ETF
-0.54%
-$1,918.78 
SCHB Schwab U.S. Broad Market ETF
-0.53%
-$224.13 
AVGO Broadcom Inc.
-0.52%
-$10,281.95 
IVV iShares Core S&P 500 ETF
-0.51%
-$35,216.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.5%
-$21,026.64 
SOLV Solventum Corporation
-0.5%
-$20.09 
VMC Vulcan Materials Company
-0.49%
-$1,138.24 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.49%
-$2,790 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$311.53 
AMZN Amazon.com Inc
-0.48%
-$2,088 
WBS Webster Financial Corporation
-0.47%
-$150.87 
XLK State Street Technology Select Sector SPDR ETF
-0.46%
-$49,772.86 
XLF Financial Select Sector SPDR Fund
-0.45%
-$5,515.14 
TFC Truist Financial Corporation
-0.44%
-$574.11 
LIN Linde plc
-0.41%
-$1,220.39 
PAHC Phibro Animal Health Corporation
-0.4%
-$933.66 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$1,739.62 
CBOE Cboe Global Markets Inc.
-0.38%
-$420 
IJH iShares Core S&P Mid-Cap ETF
-0.37%
-$25,517.52 
LRCX Lam Research Corporation
-0.37%
-$5,075.18 
CHD Church & Dwight Co., Inc.
-0.36%
-$72.36 
CBT Cabot Corporation
-0.36%
-$330 
CSX CSX Corporation
-0.33%
-$4,599.86 
ZD Ziff Davis, Inc.
-0.31%
-$12.37 
MRSH Marsh & McLennan Companies, Inc.
-0.31%
-$56 
AAPL Apple Inc.
-0.31%
-$2,211.38 
SJM The J.M. Smucker Company
-0.28%
-$307.2 
YUMC Yum China Holdings Inc.
-0.27%
-$36 
CL Colgate-Palmolive Company
-0.26%
-$265.54 
BBY Best Buy Co., Inc.
-0.25%
-$16.17 
UPS United Parcel Service, Inc.
-0.22%
-$468 
KMI Kinder Morgan, Inc.
-0.21%
-$23.1 
DG Dollar General Corporation
-0.21%
-$32.33 
OC Owens Corning
-0.21%
-$252.59 
TPR Tapestry Inc.
-0.2%
-$1,647.2 
UNM Unum Group
-0.19%
-$373.15 
CMCSA Comcast Corp
-0.14%
-$15.89 
VLTO Veralto Corporation
-0.14%
-$26.32 
MDT Medtronic plc
-0.12%
-$347 
FE FirstEnergy Corp.
-0.11%
-$164.28 
TSN Tyson Foods Inc.
-0.1%
-$27 
AAP Advance Auto Parts Inc.
-0.09%
-$4.25 
WBD Warner Bros. Discovery, Inc.
-0.09%
-$127.9 
EZU iShares MSCI Eurozone ETF
-0.07%
-$27.35 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.06%
-$94.54 
EWG iShares MSCI Germany ETF
-0.01%
-$66.5 
RPMGX T. Rowe Price Mid-Cap Growth Fund
-0.01%
-$30.57 Events
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Dividends
Dividend Analysis
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No Data
| Trades 691 | Longs Won 469/691 67% | Profit Factor 12.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,217.99 |
| Average Win $81,042.52 | Best Trade (Jul 13) $4.44M | Sharpe Ratio -10.03 |
| Average Loss -$13,436.99 | Worst Trade (Sep 30) -$606,939.63 | Z-Score 11.97 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $50,688.75 |
| 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 | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
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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