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:
122.66%
Gain +3.14%
Monthly
1.44%
Yearly
18.72%
Drawdown
25.4%
$203.25M
Equity
Holdings
$203.25M
Investment
$97.09M
$100.74M
Profit +$4.57M
Realized
-$5.42M
Unrealized
$106.15M
Dividends
$4.77M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.14%
Profit
$4.57M
Win %
76%
This Week
Compared To Last Week
Gain
-2.89%
Profit
-$6.04M
Win %
76%
This Month
Compared to last month
Gain
-4.33%
Profit
-$9.21M
Win %
76%
This Year
Compared to last year
Gain
-4.33%
Profit
-$9.21M
Win %
75%
H5919C104
+26.14%
+$89.46 
ISRG Intuitive Surgical, Inc.
+2.24%
+$11,469.99 
MSFT Microsoft Corp.
+2.15%
+$39,470.15 
MTZ MasTec, Inc. Common Stock
+2.13%
+$38,918.88 
SNOW Snowflake Inc.
+2.02%
+$12,631.7 
GEV GE Vernova Inc.
+2.02%
+$40,161.94 
AVGO Broadcom Inc.
+1.98%
+$118,914.75 
MU Micron Technology, Inc.
+1.95%
+$83,771.69 
PLTR Palantir Technologies Inc.
+1.87%
+$27,728.22 
CRM Salesforce Inc
+1.77%
+$13,281.96 
AMD Advanced Micro Devices, Inc.
+1.57%
+$245,163.4 
GOOG Alphabet Inc
+1.52%
+$42,703.5 
GOOGL Alphabet Inc
+1.5%
+$59,116.61 
NOW ServiceNow, Inc.
+1.41%
+$6,029.8 
ICE Intercontinental Exchange, Inc.
+1.37%
+$3,267.86 
CVX Chevron Corporation
+1.22%
+$3,396.07 
TTWO Take-Two Interactive Software, Inc.
+0.97%
+$1,863.01 
ARM Arm Holdings plc American Depositary Receipt
+0.91%
+$3,501.74 
KMI Kinder Morgan, Inc.
+0.87%
+$4,143.44 
TJX The TJX Companies, Inc.
+0.8%
+$7,365.54 
SHOP Shopify Inc.
+0.74%
+$4,494.2 
MA Mastercard Incorporated
+0.71%
+$10,959.42 
KO The Coca-Cola Company
+0.69%
+$1,389.92 
V Visa Inc. Class A
+0.56%
+$6,315.42 
RTX RTX Corporation
+0.48%
+$4,682.6 
CEG Constellation Energy Corporation
+0.44%
+$1,546.23 
ANET Arista Networks, Inc.
+0.44%
+$2,226.66 
ETN Eaton Corporation plc
+0.35%
+$4,860.69 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$2,245.51 
NVDA NVIDIA Corporation
+0.23%
+$110,166.12 
IBM International Business Machines Corporation
+0.15%
+$689.7 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$440.64 
HBAN Huntington Bancshares Incorporated
+0.06%
+$256.51 
SCHW Charles Schwab Corporation
+0.04%
+$248.24 
IVE ISHARES S&P 500 VALUE ETF
+0.04%
+$119.61 
UBER Uber Technologies, Inc.
+0.03%
+$193.16 
NXPI NXP Semiconductors N.V.
+0.02%
+$146.64 
MPC Marathon Petroleum Corporation
+0.02%
+$81.62 
IWM iShares Russell 2000 ETF
+0.02%
+$124.38 
XOM Exxon Mobil Corporation
+0.02%
+$277.17 
TXN Texas Instruments Inc
+0.02%
+$118.18 
TMO Thermo Fisher Scientific Inc.
+0.01%
+$95.3 
HONA Honeywell Aerospace Inc.
+0.01%
+$83.19 
UNH UnitedHealth Group Incorporated
+0.01%
+$55.37 
AMZN Amazon.com Inc
+0.01%
+$189.81 
CRWD CrowdStrike Holdings, Inc.
+0.01%
+$327.41 
HOOD Robinhood Markets, Inc.
+0.01%
+$62.41 
SO The Southern Company
+0.01%
+$28.86 
PAYX Paychex Inc.
+0.01%
+$35.91 
AEP American Electric Power Company, Inc.
+0.01%
+$15.39 
PNC The PNC Financial Services Group, Inc.
+0.01%
+$19.28 
LYV Live Nation Entertainment, Inc.
+0.01%
+$18 
PWR Quanta Services Inc.
+0.01%
+$14.99 
META Meta Platforms Inc Class A
0%
+$54.66 
CG The Carlyle Group Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CRUS Cirrus Logic, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MAS Masco Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PRCT Procept BioRobotics Corporation
0%
$0 
SOLS Sollensys Corp
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USB U.S. Bancorp
0%
$0 
ORCL Oracle Corporation
-3.99%
-$47,557.44 
TSLA Tesla, Inc.
-2.96%
-$23,024.61 
LLY Eli Lilly and Company
-2.74%
-$168,074.55 
ALV Autoliv, Inc.
-2.52%
-$6,947.79 
CARR Carrier Global Corporation
-2.49%
-$8,329.41 
GE General Electric Company
-2.16%
-$5,715.26 
AAPL Apple Inc.
-2.14%
-$474,910.15 
BA Boeing Company
-2.13%
-$8,203.65 
EMR Emerson Electric Co.
-2.12%
-$16,312.5 
LRCX Lam Research Corporation
-2.09%
-$94,090.84 
SQ Block, Inc.
-1.94%
-$5,304.06 
LOW Lowe's Companies Inc.
-1.93%
-$12,321.3 
CAT Caterpillar Inc.
-1.81%
-$5,992.51 
WMT Walmart Inc.
-1.79%
-$4,577.76 
HD The Home Depot, Inc.
-1.72%
-$21,687.6 
JNJ Johnson & Johnson
-1.67%
-$7,173.99 
NVO Novo Nordisk A/S Sponsored ADR
-1.41%
-$3,202.1 
IQV IQVIA Holdings Inc.
-1.14%
-$3,764.18 
CSCO Cisco Systems, Inc.
-1.11%
-$16,495.72 
AXP American Express Company
-0.96%
-$19,230.72 
GS The Goldman Sachs Group, Inc.
-0.96%
-$13,950.07 
BMY Bristol-Myers Squibb Company
-0.95%
-$6,848.64 
AMAT Applied Materials, Inc.
-0.75%
-$1,187.99 
TWLO Twilio Inc.
-0.74%
-$7,422.8 
ROK Rockwell Automation, Inc.
-0.68%
-$1,391.02 
JPM JPMorgan Chase & Co.
-0.65%
-$17,200.07 
SBUX Starbucks Corporation
-0.65%
-$2,725.44 
AMGN Amgen Inc.
-0.58%
-$7,038.43 
PG Procter & Gamble Co
-0.56%
-$1,679.16 
ABBV AbbVie Inc.
-0.44%
-$9,515.01 
PH Parker-Hannifin Corporation
-0.25%
-$2,555.54 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$1,731.57 
WM Waste Management, Inc.
-0.11%
-$364.52 
ZS Zscaler Inc.
-0.08%
-$345.48 
TER Teradyne, Inc.
-0.06%
-$308.7 
CDNS Cadence Design Systems, Inc.
-0.06%
-$459.15 
VRT Vertiv Holdings Co
-0.04%
-$155.36 
MRVL Marvell Technology, Inc.
-0.03%
-$506.86 
XLF Financial Select Sector SPDR Fund
-0.03%
-$66 
EPD Enterprise Products Partners L.P.
-0.03%
-$56.63 
EW Edwards Lifesciences Corporation
-0.02%
-$52.9 
GLW Corning Incorporated
-0.02%
-$122.37 
DELL Dell Technologies Inc.
-0.02%
-$158.5 
TTAN ServiceTitan, Inc.
-0.01%
-$46.32 
FTNT Fortinet Inc.
-0.01%
-$914.4 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$26.1 
NET Cloudflare Inc.
-0.01%
-$28.86 
ABT Abbott Laboratories
-0.01%
-$64.9 
QCOM QUALCOMM Incorporated
-0.01%
-$89.32 
VOO Vanguard S&P 500 ETF
-0.01%
-$24.79 
XBI SPDR S&P Biotech ETF
-0.01%
-$16.81 
MCD McDonald's Corporation
0%
-$21 
QQQ Invesco QQQ Trust, Series 1
0%
-$10 
CB Chubb Limited
0%
-$35.22 
COST Costco Wholesale Corporation
0%
-$15.6 
VRTX Vertex Pharmaceuticals Incorporated
0%
-$15.69 Events
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Dividends
Dividend Analysis
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| Trades 2058 | Longs Won 1029/2058 50% | Profit Factor 6.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $839,309.9 |
| Average Win $115,612.55 | Best Trade (Jul 22) $38.54M | Sharpe Ratio -124.18 |
| Average Loss -$17,712.66 | Worst Trade (Jul 27) -$2.01M | Z-Score 7.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3d | Expectancy $48,949.94 |
| 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% | 0.18% | 5.12% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
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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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, Apple Inc - $412,039.91, Honeywell International Inc - $348,073.33, and AbbVie Inc - $328,741.21. 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 - $1.4M, Block, Inc - $1.18M, Unity Software Inc - $809,805.39, Nike, Inc. - Class B - $600,747.14, 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 $4.77M earned over time. The largest contributors to dividend income include Apple Inc - $303,059.68, AbbVie Inc - $250,364.49, JPMorgan Chase & Co - $167,773.75, QUALCOMM Incorporated - $157,476.41, and Exxon Mobil Corporation - $155,714.03. 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 can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Roger Steed's strategy?
Roger Steed's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
