RS
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:
71.68%
Gain +0.01%
Monthly
0.87%
Yearly
10.93%
Drawdown
17.87%
$206.12M
Equity
Holdings
$206.12M
Investment
$98.41M
$106.31M
Profit +$50,478.42
Realized
-$3.94M
Unrealized
$110.25M
Dividends
$4.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$50,478.42
Win %
77%
This Week
Compared To Last Week
Gain
0.02%
Profit
$50,478.42
Win %
77%
This Month
Compared to last month
Gain
-1.72%
Profit
-$3.61M
Win %
77%
This Year
Compared to last year
Gain
14.28%
Profit
$26.61M
Win %
76%
TER Teradyne, Inc.
+5.72%
+$37,387.03 
AMD Advanced Micro Devices, Inc.
+4.73%
+$738,475.92 
ANET Arista Networks, Inc.
+4.37%
+$18,762.17 
QCOM QUALCOMM Incorporated
+4.32%
+$83,281.22 
GEV GE Vernova Inc.
+3.73%
+$64,691.68 
PWR Quanta Services Inc.
+3.58%
+$9,535.5 
CEG Constellation Energy Corporation
+2.86%
+$8,720.83 
SCHW Charles Schwab Corporation
+2.71%
+$14,771.99 
ZS Zscaler Inc.
+2.7%
+$15,686 
CG The Carlyle Group Inc.
+2.69%
+$6,144 
GS The Goldman Sachs Group, Inc.
+2.62%
+$36,164.73 
JPM JPMorgan Chase & Co.
+2.31%
+$55,483.1 
USB U.S. Bancorp
+2.27%
+$8,532.03 
AXP American Express Company
+2.18%
+$39,149.41 
KMI Kinder Morgan, Inc.
+1.85%
+$8,548.04 
TSLA Tesla, Inc.
+1.82%
+$14,873.04 
HBAN Huntington Bancshares Incorporated
+1.8%
+$7,923.29 
VRT Vertiv Holdings Co
+1.68%
+$5,114.75 
ACN Accenture plc Class A
+1.65%
+$3,604.56 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$3,600.96 
OKE ONEOK, Inc.
+1.56%
+$13,688.72 
GLW Corning Incorporated
+1.5%
+$10,753.7 
CAT Caterpillar Inc.
+1.44%
+$4,852.5 
PAYX Paychex Inc.
+1.37%
+$4,876.96 
XLF Financial Select Sector SPDR Fund
+1.37%
+$3,168 
TXN Texas Instruments Inc
+1.35%
+$10,126.35 
ABBV AbbVie Inc.
+1.32%
+$24,724.88 
MTZ MasTec, Inc. Common Stock
+1.25%
+$24,339.15 
LRCX Lam Research Corporation
+1.18%
+$61,952.03 
INSM Insmed Inc.
+1.17%
+$1,405.72 
ICE Intercontinental Exchange, Inc.
+1.11%
+$2,636.55 
JNJ Johnson & Johnson
+1.07%
+$4,315.46 
MPC Marathon Petroleum Corporation
+1.06%
+$3,193.8 
DELL Dell Technologies Inc.
+1.05%
+$9,731.44 
V Visa Inc. Class A
+1.05%
+$10,557.81 
HOOD Robinhood Markets, Inc.
+1.04%
+$5,208.96 
IWM iShares Russell 2000 ETF
+0.87%
+$5,265.44 
PG Procter & Gamble Co
+0.86%
+$2,564.13 
FTNT Fortinet Inc.
+0.85%
+$57,015.29 
XBI SPDR S&P Biotech ETF
+0.79%
+$1,767.12 
SO The Southern Company
+0.78%
+$2,179.78 
NXPI NXP Semiconductors N.V.
+0.76%
+$6,031.41 
CVX Chevron Corporation
+0.75%
+$2,064.99 
SBUX Starbucks Corporation
+0.74%
+$3,006.56 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,738.34 
HD The Home Depot, Inc.
+0.73%
+$8,637.02 
MA Mastercard Incorporated
+0.71%
+$9,899.91 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,141.62 
CRUS Cirrus Logic, Inc.
+0.71%
+$1,989.41 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$2,362.11 
EMR Emerson Electric Co.
+0.69%
+$5,393 
COST Costco Wholesale Corporation
+0.68%
+$5,108.2 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$6,806.76 
AEP American Electric Power Company, Inc.
+0.58%
+$1,153.5 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,302.7 
HON Honeywell International Inc.
+0.54%
+$6,636.63 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$5,757.56 
GOOGL Alphabet Inc
+0.53%
+$21,571.54 
GOOG Alphabet Inc
+0.45%
+$12,958.4 
WMT Walmart Inc.
+0.45%
+$1,173.42 
BMY Bristol-Myers Squibb Company
+0.4%
+$2,714.92 
MAS Masco Corporation
+0.38%
+$1,784.99 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$2,611 
AMGN Amgen Inc.
+0.32%
+$3,836.14 
CDNS Cadence Design Systems, Inc.
+0.32%
+$2,997.54 
WM Waste Management, Inc.
+0.3%
+$924.67 
XOM Exxon Mobil Corporation
+0.28%
+$3,711.18 
CARR Carrier Global Corporation
+0.24%
+$827.22 
IQV IQVIA Holdings Inc.
+0.22%
+$638.02 
NVDA NVIDIA Corporation
+0.16%
+$75,025.6 
PH Parker-Hannifin Corporation
+0.12%
+$1,011.19 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$171.61 
EXPE Expedia Group, Inc.
+0.1%
+$207.46 
MSFT Microsoft Corp.
+0.1%
+$1,881.55 
ENB Enbridge Inc.
+0.07%
+$231.28 
CB Chubb Limited
+0.06%
+$739.69 
GLD SPDR Gold Shares
+0.06%
+$110 
TJX The TJX Companies, Inc.
+0.04%
+$416.71 
PANW Palo Alto Networks, Inc.
+0.03%
+$2,034.81 
ORCL Oracle Corporation
+0.02%
+$288.02 
MCD McDonald's Corporation
+0.01%
+$84.14 
LYV
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
PRCT Procept BioRobotics Corporation
-7.17%
-$90,783.98 
RDDT Reddit Inc Class A
-6.44%
-$18,090.33 
LLY Eli Lilly and Company
-2.41%
-$145,423.59 
PLTR Palantir Technologies Inc.
-2.36%
-$32,920.88 
SHOP Shopify Inc.
-2.02%
-$10,648.25 
ABT Abbott Laboratories
-1.64%
-$10,115.07 
ONON On Holding AG
-1.61%
-$7,994.7 
AAPL Apple Inc.
-1.52%
-$298,989 
MU Micron Technology, Inc.
-1.43%
-$84,718.72 
MRK Merck & Co., Inc.
-1.42%
-$5,147.09 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$7,527.12 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$35,976.49 
TWLO Twilio Inc.
-1.23%
-$12,242.79 
AMZN Amazon.com Inc
-1.23%
-$19,586.25 
BA Boeing Company
-1.16%
-$4,264.74 
UBER Uber Technologies, Inc.
-1.01%
-$7,005.6 
IBM International Business Machines Corporation
-0.95%
-$5,470.6 
AVGO Broadcom Inc.
-0.91%
-$56,784.05 
NOW ServiceNow, Inc.
-0.9%
-$3,840.91 
EW Edwards Lifesciences Corporation
-0.76%
-$1,680.25 
CSCO Cisco Systems, Inc.
-0.6%
-$9,636.76 
ETN Eaton Corporation plc
-0.57%
-$7,623 
ALV Autoliv, Inc.
-0.52%
-$1,536.31 
ISRG Intuitive Surgical, Inc.
-0.45%
-$2,732.39 
RTX RTX Corporation
-0.37%
-$3,402.09 
MRVL Marvell Technology, Inc.
-0.36%
-$8,769.66 
CRM Salesforce Inc
-0.34%
-$2,652.16 
META Meta Platforms Inc Class A
-0.26%
-$8,167.91 
LOW Lowe's Companies Inc.
-0.12%
-$811.9 
EPD Enterprise Products Partners L.P.
-0.08%
-$169.86 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$172.95 Events
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Dividends
Dividend Analysis
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| Trades 1953 | Longs Won 968/1953 49% | Profit Factor 7.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $896,846.63 |
| Average Win $126,024.5 | Best Trade (Jun 14) $36.79M | Sharpe Ratio -11.54 |
| Average Loss -$15,919.02 | Worst Trade (Jun 14) -$1.6M | Z-Score -2.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 6d | Expectancy $54,434.9 |
| 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% | 0.2% | 5.33% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
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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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