Roger Steed Portfolio
Invests via KRS Capital Management LLC | Managed by Roger N. Steed
Invests via KRS Capital Management LLC
Managed by Roger N. Steed
Automatically Tracked
Roger Steed Profile
Roger Steed has cultivated a robust career at the intersection of finance and technology, showcasing a unique aptitude for driving innovative business strategies. He is well-regarded as an influential operating executive with a history of enhancing operational efficiencies across multiple sectors. His experience spans both established corporations and emerging startups, where he leverages his extensive knowledge in scaling operations to foster growth. Recognized for his dynamic leadership style, he excels in fostering collaboration among teams while executing complex initiatives. With a commitment to advancing industry practices through technology integration, Steed remains pivotal within the corporate landscape.
Roger Steed has cultivated a robust career at the intersection of finance and technology, showcasing a unique aptitude for driving innovative business strategies. He is well-regarded as an influential operating executive with a history of enhancing operational efficiencies across multiple sectors. His experience spans both established corporations and emerging startups, where he leverages his extensive knowledge in scaling operations to foster growth. Recognized for his dynamic leadership style, he excels in fostering collaboration among teams while executing complex initiatives. With a commitment to advancing industry practices through technology integration, Steed remains pivotal within the corporate landscape.
Investment Philosophy & Strategy
In an era defined by rapid technological advancement, Roger Steed stands out as a catalyst for change within the finance and technology sectors. His seasoned perspective shapes innovative investment strategies that prioritize operational efficiencies and scalable growth. He tends to focus on identifying transformative opportunities across established entities and dynamic startups, promoting collaboration among diverse teams to achieve complex goals. With a track record of enhancing productivity through strategic execution, he embraces leadership with a forward-thinking approach. The confluence of his extensive expertise ensures that every initiative reflects a commitment to not only navigating market challenges but also leveraging disruptive innovations.
In an era defined by rapid technological advancement, Roger Steed stands out as a catalyst for change within the finance and technology sectors. His seasoned perspective shapes innovative investment strategies that prioritize operational efficiencies and scalable growth. He tends to focus on identifying transformative opportunities across established entities and dynamic startups, promoting collaboration among diverse teams to achieve complex goals. With a track record of enhancing productivity through strategic execution, he embraces leadership with a forward-thinking approach. The confluence of his extensive expertise ensures that every initiative reflects a commitment to not only navigating market challenges but also leveraging disruptive innovations.
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:
151.42%
Gain +0.22%
Monthly
1.51%
Yearly
19.77%
Drawdown
25.66%
$213.94M
Equity
Holdings
$213.94M
Investment
$97.09M
$109.76M
Profit +$505,838.56
Realized
-$7.08M
Unrealized
$116.85M
Dividends
$4.95M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$505,838.56
Win %
76%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$2.21M
Win %
76%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.11M
Win %
76%
This Year
Compared to last year
Gain
0.68%
Profit
$1.44M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$228,350.26 
ETN Eaton Corporation plc
+7.32%
+$96,905.13 
GOOG Alphabet Inc
+6.88%
+$186,837.98 
GOOGL Alphabet Inc
+6.73%
+$254,472.75 
VRT Vertiv Holdings Co
+6.18%
+$16,813.66 
ANET Arista Networks, Inc.
+5.46%
+$28,073.99 
FTNT Fortinet Inc.
+4.99%
+$352,044 
SOLS Sollensys Corp
+4.84%
+$7,433.72 
TTAN ServiceTitan, Inc.
+3.99%
+$14,776.07 
PRCT Procept BioRobotics Corporation
+3.44%
+$28,278.2 
TWLO Twilio Inc.
+3.36%
+$30,896.25 
META Meta Platforms Inc Class A
+3.28%
+$96,550.43 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$92,292.96 
MSFT Microsoft Corp.
+3.02%
+$63,469.15 
NVDA NVIDIA Corporation
+2.93%
+$1.34M 
CVX Chevron Corporation
+2.35%
+$6,703.16 
MRVL Marvell Technology, Inc.
+2.32%
+$35,992.74 
GLW Corning Incorporated
+2.24%
+$12,359.37 
CDNS Cadence Design Systems, Inc.
+2.16%
+$18,367.15 
CSCO Cisco Systems, Inc.
+2.14%
+$32,326.29 
OKE ONEOK, Inc.
+1.95%
+$18,376.14 
ROK Rockwell Automation, Inc.
+1.93%
+$4,018 
ZS Zscaler Inc.
+1.89%
+$8,089.99 
PANW Palo Alto Networks, Inc.
+1.89%
+$139,352.85 
CRM Salesforce Inc
+1.83%
+$14,557.35 
ORCL Oracle Corporation
+1.81%
+$21,797.16 
KMI Kinder Morgan, Inc.
+1.64%
+$7,694.96 
CG The Carlyle Group Inc.
+1.46%
+$3,267 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$10,026.24 
PH Parker-Hannifin Corporation
+1.43%
+$14,509.49 
PWR Quanta Services Inc.
+1.43%
+$3,517.5 
GE General Electric Company
+1.42%
+$3,817.77 
HONA Honeywell Aerospace Inc.
+1.18%
+$6,710.66 
AMAT Applied Materials, Inc.
+1.18%
+$1,770.01 
NOW ServiceNow, Inc.
+1.05%
+$4,790.8 
SCHW Charles Schwab Corporation
+0.87%
+$5,647.46 
IBM International Business Machines Corporation
+0.86%
+$3,991.86 
GEV GE Vernova Inc.
+0.85%
+$15,639.42 
MCD McDonald's Corporation
+0.82%
+$4,628.82 
EMR Emerson Electric Co.
+0.79%
+$6,503.04 
TSLA Tesla, Inc.
+0.76%
+$4,821.44 
MPC Marathon Petroleum Corporation
+0.76%
+$2,786.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,705.66 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,013.22 
CAT Caterpillar Inc.
+0.7%
+$2,126.25 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,313.6 
CARR Carrier Global Corporation
+0.68%
+$2,045.82 
PLTR Palantir Technologies Inc.
+0.65%
+$8,980.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,478.52 
EXPE Expedia Group, Inc.
+0.62%
+$1,623.57 
TER Teradyne, Inc.
+0.6%
+$3,773.02 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,118.23 
PAYX Paychex Inc.
+0.44%
+$1,831.41 
RTX RTX Corporation
+0.39%
+$4,229.4 
AVGO Broadcom Inc.
+0.37%
+$23,361.12 
PG Procter & Gamble Co
+0.37%
+$1,059.47 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,410.56 
MRK Merck & Co., Inc.
+0.32%
+$1,241.92 
JPM JPMorgan Chase & Co.
+0.27%
+$7,250.22 
SO The Southern Company
+0.21%
+$577.2 
JNJ Johnson & Johnson
+0.21%
+$901 
CMI Cummins Inc.
+0.19%
+$423.35 
USB U.S. Bancorp
+0.17%
+$731.27 
CB Chubb Limited
+0.15%
+$1,864.54 
DELL Dell Technologies Inc.
+0.14%
+$1,267.84 
ISRG Intuitive Surgical, Inc.
+0.1%
+$532.79 
WM Waste Management, Inc.
+0.1%
+$308.44 
WMT Walmart Inc.
+0.09%
+$224.4 
ABT Abbott Laboratories
+0.09%
+$584.1 
AEP American Electric Power Company, Inc.
+0.06%
+$107.87 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 H591
H5919C104
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$340,068.9 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$20,430.29 
AAPL Apple Inc.
-7.35%
-$1.63M 
NXPI NXP Semiconductors N.V.
-6.53%
-$39,104 
MU Micron Technology, Inc.
-5.9%
-$261,970.32 
LYV Live Nation Entertainment, Inc.
-5.14%
-$16,974 
SHOP Shopify Inc.
-4.29%
-$25,646.25 
XBI SPDR S&P Biotech ETF
-2.94%
-$7,489.38 
QCOM QUALCOMM Incorporated
-2.63%
-$35,638.77 
ABBV AbbVie Inc.
-2.51%
-$55,460.84 
ICE Intercontinental Exchange, Inc.
-2.42%
-$6,450.58 
BA Boeing Company
-2.15%
-$8,582.26 
AMD Advanced Micro Devices, Inc.
-1.9%
-$290,053.47 
CRUS Cirrus Logic, Inc.
-1.9%
-$4,304.63 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$3,653.09 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,525.62 
SQ Block, Inc.
-1.64%
-$4,531.95 
SNOW Snowflake Inc.
-1.62%
-$11,192.06 
LRCX Lam Research Corporation
-1.58%
-$67,619.06 
NET Cloudflare Inc.
-1.56%
-$4,242.42 
TJX The TJX Companies, Inc.
-1.21%
-$11,404.74 
IQV IQVIA Holdings Inc.
-1.17%
-$4,418.13 
TXN Texas Instruments Inc
-1.08%
-$7,136.31 
LOW Lowe's Companies Inc.
-1.08%
-$6,957.56 
KO The Coca-Cola Company
-1.02%
-$2,233.8 
EW Edwards Lifesciences Corporation
-0.98%
-$2,248.25 
XOM Exxon Mobil Corporation
-0.97%
-$14,135.67 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$7,231.2 
MAS Masco Corporation
-0.87%
-$3,969 
ALV Autoliv, Inc.
-0.8%
-$2,270.07 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$2,676.94 
MA Mastercard Incorporated
-0.74%
-$12,129.51 
AMGN Amgen Inc.
-0.64%
-$8,233.63 
GS The Goldman Sachs Group, Inc.
-0.63%
-$8,871.11 
SBUX Starbucks Corporation
-0.57%
-$2,404.8 
LLY Eli Lilly and Company
-0.53%
-$31,937.3 
IWM iShares Russell 2000 ETF
-0.47%
-$2,881.45 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,941.81 
HD The Home Depot, Inc.
-0.42%
-$5,170.87 
AXP American Express Company
-0.38%
-$7,141.15 
CEG Constellation Energy Corporation
-0.31%
-$1,128.33 
COST Costco Wholesale Corporation
-0.24%
-$1,776.1 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,026.01 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$672.74 
EPD Enterprise Products Partners L.P.
-0.18%
-$396.42 
XLF Financial Select Sector SPDR Fund
-0.1%
-$264 
HOOD Robinhood Markets, Inc.
-0.05%
-$249.64 
V Visa Inc. Class A
-0.04%
-$439.85 
UBER Uber Technologies, Inc.
-0.01%
-$96.58 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2058 | Longs Won 1093/2058 53% | Profit Factor 6.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $941,342.61 |
| Average Win $118,808.36 | Best Trade (Sep 08) $42.04M | Sharpe Ratio -123.39 |
| Average Loss -$20,777.54 | Worst Trade (Aug 03) -$1.94M | Z-Score 6.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 6d | Expectancy $53,335.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.33% | 6.69% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 66,421 | $11.89M | $20.52M | - | $8.63M | 72.54% | -7.354% |
| ABBV AbbVie Inc. | 8,572 | $1.2M | $2.15M | - | $953,724.75 | 79.65% | -2.513% |
| ABT Abbott Laboratories | 6,490 | $871,350.8 | $685,993 | - | -$185,357.8 | -21.27% | +0.085% |
| AEP American Electric Power Company, Inc. | 1,541 | $202,011.47 | $197,016.85 | - | -$4,994.62 | -2.47% | +0.055% |
| ALV Autoliv, Inc. | 2,293 | $215,616.68 | $282,428.81 | - | $66,812.13 | 30.99% | -0.797% |
| AMAT Applied Materials, Inc. | 300 | $216,900 | $152,301 | - | -$64,599 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 31,391 | $4.28M | $14.95M | - | $10.67M | 249.53% | -1.904% |
| AMGN Amgen Inc. | 3,320 | $838,684.2 | $1.28M | - | $440,047 | 52.47% | -0.64% |
| AMZN Amazon.com Inc | 6,329 | $1.15M | $1.72M | - | $563,981.5 | 48.84% | +15.321% |
| ANET Arista Networks, Inc. | 3,009 | $404,537.37 | $542,673.18 | - | $138,135.81 | 34.15% | +5.456% |
| ARM Arm Holdings plc American Depositary Receipt | 1,447 | $513,062.8 | $346,831.43 | - | -$166,231.37 | -32.4% | -0.766% |
| AVGO Broadcom Inc. | 16,223 | $1.56M | $6.32M | - | $4.75M | 303.98% | +0.371% |
| AXP American Express Company | 5,623 | $946,703.14 | $1.89M | - | $944,030.61 | 99.72% | -0.376% |
| BA Boeing Company | 1,803 | $382,233.99 | $389,700.42 | - | $7,466.43 | 1.95% | -2.155% |
| BMY Bristol-Myers Squibb Company | 11,808 | $731,400.68 | $771,180.48 | - | $39,779.8 | 5.44% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 1,296 | $433,701.95 | $662,955.84 | - | $229,253.89 | 52.86% | +0.365% |
| CARR Carrier Global Corporation | 4,871 | $272,617.52 | $301,076.51 | - | $28,458.99 | 10.44% | +0.684% |
| CAT Caterpillar Inc. | 375 | $214,826.25 | $305,553.75 | - | $90,727.5 | 42.23% | +0.701% |
| CB Chubb Limited | 3,518 | $704,711.7 | $1.23M | - | $528,980.5 | 75.06% | +0.151% |
| CDNS Cadence Design Systems, Inc. | 2,551 | $664,762.96 | $867,390.99 | - | $202,628.03 | 30.48% | +2.163% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Roger Steed?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.72M, Micron Technology, Inc - $1.04M, Lam Research Corporation - $698,541.6, Apple Inc - $429,973.58, and Honeywell International Inc - $348,073.33. 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: PayPal Holdings Inc - $1.46M, Block, Inc - $1.18M, Unity Software Inc - $809,805.39, Nike, Inc. - Class B - $597,941.69, and Zscaler Inc - $518,255.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Roger Steed's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.95M earned over time. The largest contributors to dividend income include Apple Inc - $320,993.35, AbbVie Inc - $265,194.05, JPMorgan Chase & Co - $179,343.25, Exxon Mobil Corporation - $165,230.2, and QUALCOMM Incorporated - $157,476.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Roger Steed's monthly returns?
Roger Steed's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Roger Steed's strategy be considered aggressive or moderate?
Roger Steed's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Roger Steed's strategy?
Roger Steed's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
