Bryan Buchert Portfolio
Invests via Kera Capital Partners Inc. | Managed by Bryan Buchert, Michael Patrick McCabe, G-Woon Choe
Invests via Kera Capital Partners Inc.
Managed by Bryan Buchert, Michael Patrick McCabe, G-Woon Choe
Automatically Tracked
Leads deal sourcing and portfolio development across growth and buyout investments, focusing on technology-enabled industrials and enterprise software that drive measurable operational improvement.
Bryan Buchert is a private-equity professional with experience in origination, due diligence, transaction execution and post-acquisition value creation, plus cross-functional portfolio management and CFO-level performance oversight.
Market-facing strengths include structuring complex financings, working capital optimization and scaling commercial channels to accelerate exits for institutional investors.
Leads deal sourcing and portfolio development across growth and buyout investments, focusing on technology-enabled industrials and enterprise software that drive measurable operational improvement.
Bryan Buchert is a private-equity professional with experience in origination, due diligence, transaction execution and post-acquisition value creation, plus cross-functional portfolio management and CFO-level performance oversight.
Market-facing strengths include structuring complex financings, working capital optimization and scaling commercial channels to accelerate exits for institutional investors.
Investment Philosophy & Strategy
Targets control and growth-equity positions in technology-enabled industrials and enterprise software where operational levers create measurable value. Emphasizes sourcing proprietary opportunities, rigorous due diligence on unit economics and working capital, and structuring financings to align incentives. Capital allocation favors buyouts and growth capital with 3–7 year horizons, active oversight on commercial scaling and CFO-level performance management, and disciplined risk mitigation through scenario-based underwriting and exit-driven value creation plans.
Targets control and growth-equity positions in technology-enabled industrials and enterprise software where operational levers create measurable value. Emphasizes sourcing proprietary opportunities, rigorous due diligence on unit economics and working capital, and structuring financings to align incentives. Capital allocation favors buyouts and growth capital with 3–7 year horizons, active oversight on commercial scaling and CFO-level performance management, and disciplined risk mitigation through scenario-based underwriting and exit-driven value creation plans.
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:
3.17%
Gain
Monthly
0.17%
Yearly
2.05%
Drawdown
40.13%
$925.72M
Equity
Holdings
$925.72M
Investment
$716.57M
$218.63M
Profit -$10.01M
Realized
$9.47M
Unrealized
$209.15M
Dividends
$12.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$10.01M
Win %
73%
This Week
Compared To Last Week
Gain
-1.79%
Profit
-$16.84M
Win %
73%
This Month
Compared to last month
Gain
-2.21%
Profit
-$20.95M
Win %
73%
This Year
Compared to last year
Gain
14.68%
Profit
$118.28M
Win %
71%
MAN ManpowerGroup Inc.
+32.55%
+$253,809.5 
RHI Robert Half Inc.
+12.64%
+$107,272.16 
ABT Abbott Laboratories
+10.7%
+$85,978.65 
JBHT J.B. Hunt Transport Services, Inc.
+8.01%
+$120,320.81 
DXCM DexCom, Inc.
+7.22%
+$21,787.5 
CTAS Cintas Corporation
+7.21%
+$41,001.52 
SAM The Boston Beer Company Inc.
+7.15%
+$19,448 
DPZ Domino's Pizza Inc.
+6.05%
+$19,834 
BIIB Biogen Inc.
+5.92%
+$20,124.64 
GWRE GUIDEWIRE SOFTWARE INC
+5.92%
+$29,045.12 
YETI FNCL Series 2007 Other Floating Rate Instrument
+5.76%
+$40,663.79 
MAT Mattel Inc.
+5.7%
+$10,996.01 
SNDR Schneider National, Inc.
+5.67%
+$39,216.42 
MCK McKesson Corporation
+5.63%
+$12,555.2 
ACN Accenture plc Class A
+5.59%
+$25,500.14 
TAP Molson Coors Beverage Company
+5.48%
+$10,153.43 
INTU Intuit Inc.
+5.39%
+$22,514.28 
ODFL Old Dominion Freight Line, Inc.
+5.29%
+$12,408.72 
PEGA Pegasystems Inc.
+5.24%
+$10,996.2 
KNX Knight-Swift Transportation Holdings Inc.
+5.11%
+$14,746.72 
PM Philip Morris International Inc.
+4.98%
+$212,706 
VRSK Verisk Analytics Inc.
+4.98%
+$18,765.75 
CCK Crown Holdings Inc.
+4.97%
+$50,375.22 
DG Dollar General Corporation
+4.85%
+$23,755.2 
FLO Flowers Foods, Inc.
+4.79%
+$14,902.56 
ADBE Adobe Inc.
+4.79%
+$30,745 
EGP EastGroup Properties Inc.
+4.73%
+$32,941.44 
STE STERIS plc
+4.6%
+$9,010.44 
CFG Citizens Financial Group, Inc.
+4.58%
+$41,258.56 
SON Sonoco Products Co.
+4.56%
+$11,451.3 
GPS Gap Inc-The
+4.38%
+$26,857.25 
ADT ADT Inc.
+4.36%
+$10,806.44 
DOCU DocuSign Inc.
+4.34%
+$41,200.98 
ITW Illinois Tool Works Inc.
+4.26%
+$52,297.44 
ORLY O'Reilly Automotive Inc.
+4.25%
+$38,776.32 
ABBV AbbVie Inc.
+4.24%
+$88,407 
MDLN Medline Inc.
+4.23%
+$148,665.07 
EEFT Euronet Worldwide, Inc.
+4.23%
+$10,860.11 
FR First Industrial Realty Trust Inc.
+4.2%
+$34,793.97 
MTG MGIC Investment Corporation
+4.13%
+$27,096.44 
WM Waste Management, Inc.
+4.06%
+$13,915.66 
TXRH Texas Roadhouse Inc.
+4.05%
+$16,225.9 
WEX Wex Inc.
+4.03%
+$16,631.4 
OHI Omega Healthcare Investors Inc.
+4.03%
+$32,914.22 
OMC Omnicom Group Inc.
+4.01%
+$8,862.09 
ZBH Zimmer Biomet Holdings, Inc.
+4%
+$9,082.76 
TRU TransUnion
+4%
+$15,109.4 
GIS General Mills, Inc.
+3.98%
+$9,443.88 
AVY Avery Dennison Corporation
+3.95%
+$18,204.79 
ROL Rollins, Inc.
+3.91%
+$9,375.93 
ADSK Autodesk, Inc.
+3.87%
+$15,594.4 
BALL Ball Corp.
+3.87%
+$17,331.25 
G Genpact Ltd.
+3.86%
+$19,247.88 
COR Cencora, Inc.
+3.85%
+$10,693.8 
MDT Medtronic plc
+3.84%
+$16,241.04 
CRI Carter's Inc.
+3.83%
+$12,067.2 
GRMN Garmin Ltd.
+3.82%
+$26,250.12 
NNN NNN REIT, Inc.
+3.8%
+$23,744.25 
AON Aon plc
+3.8%
+$16,378.2 
DGX Quest Diagnostics Inc.
+3.77%
+$12,434.74 
UHS Universal Health Services, Inc.
+3.76%
+$17,163.72 
UPS United Parcel Service, Inc.
+3.75%
+$19,569.94 
RL Ralph Lauren Corporation
+3.74%
+$39,605.69 
FIS Fidelity National Information Services, Inc.
+3.67%
+$7,592.28 
ADP Automatic Data Processing Inc.
+3.67%
+$9,653.58 
BSX Boston Scientific Corporation
+3.67%
+$5,240.86 
KR Kroger Co.
+3.64%
+$11,360.9 
LEG Leggett & Platt, Inc.
+3.64%
+$7,946.01 
KDP Keurig Dr Pepper Inc.
+3.63%
+$13,459.6 
JKHY Jack Henry & Associates, Inc.
+3.62%
+$23,193.03 
MO Altria Group, Inc.
+3.55%
+$53,742.27 
COO The Cooper Companies, Inc.
+3.54%
+$12,347.5 
THC Tenet Healthcare Corporation
+3.54%
+$10,689.6 
EPR EPR Properties
+3.53%
+$30,721.12 
OZK Bank OZK
+3.49%
+$24,028.96 
FAF First American Financial Corporation
+3.48%
+$19,940.8 
DINO HF Sinclair Corporation
+3.44%
+$10,169.91 
ISRG Intuitive Surgical, Inc.
+3.44%
+$14,201.68 
CRM Salesforce Inc
+3.4%
+$13,665.4 
FHB First Hawaiian, Inc.
+3.37%
+$15,392.93 
XRAY Dentsply Sirona Inc.
+3.36%
+$5,997.6 
MRSH Marsh & McLennan Companies, Inc.
+3.32%
+$8,464.95 
NVR NVR, Inc.
+3.31%
+$7,104.24 
RSG Republic Services, Inc.
+3.3%
+$12,794.76 
MRK Merck & Co., Inc.
+3.29%
+$77,385.4 
BDX Becton, Dickinson and Company
+3.27%
+$8,147.49 
MIDD The Middleby Corporation
+3.26%
+$13,210.51 
BRX Brixmor Property Group Inc.
+3.25%
+$11,277.12 
PODD Insulet Corporation
+3.23%
+$9,429.65 
MCD McDonald's Corporation
+3.2%
+$57,121.02 
CTSH Cognizant Technology Solutions Corporation
+3.2%
+$9,650.34 
COLB Columbia Banking System, Inc.
+3.19%
+$8,209.76 
HIW Highwoods Properties, Inc.
+3.18%
+$21,091.31 
COST Costco Wholesale Corporation
+3.17%
+$27,491.41 
ZTS Zoetis Inc.
+3.17%
+$5,687.6 
NDAQ Nasdaq, Inc.
+3.16%
+$7,100.73 
XYL Xylem Inc.
+3.16%
+$8,482.56 
BURL Burlington Stores Inc.
+3.16%
+$15,437.65 
POST Post Holdings Inc.
+3.14%
+$8,578.68 
PSA Public Storage Common Stock
+3.14%
+$9,623.25 
CERT Certara, Inc.
+3.12%
+$3,076.26 
VICI Vici Properties Inc.
+3.12%
+$13,348.78 
SBUX Starbucks Corporation
+3.1%
+$8,508.6 
CNXC Concentrix Corporation
+3.1%
+$9,049.04 
PCTY Paylocity Holding Corporation
+3.1%
+$17,350.74 
LOW Lowe's Companies Inc.
+3.08%
+$14,657.74 
AZO AutoZone Inc.
+3.08%
+$7,774.1 
INGR Ingredion Inc.
+3.08%
+$21,231.05 
PB Prosperity Bancshares Inc.
+3.08%
+$9,415.06 
BMY Bristol-Myers Squibb Company
+3.06%
+$20,768.4 
KHC The Kraft Heinz Company
+3.06%
+$17,089.8 
ROST Ross Stores, Inc.
+3.06%
+$9,190.3 
MA Mastercard Incorporated
+3.05%
+$12,306.5 
AWI Armstrong World Industries, Inc.
+3.04%
+$7,862.47 
GMED Globus Medical Inc.
+3.04%
+$7,134.15 
IFF International Flavors & Fragrances Inc.
+3.04%
+$17,429.19 
PTC PTC Inc.
+3.03%
+$8,703.75 
KO The Coca-Cola Company
+3.01%
+$11,838.54 
REG Regency Centers Corporation
+2.99%
+$11,412.25 
ARE Alexandria Real Estate Equities, Inc.
+2.98%
+$12,293.1 
PEP PepsiCo, Inc.
+2.98%
+$76,175.06 
PPG PPG Industries Inc.
+2.96%
+$9,125.16 
IBP Installed Building Products Inc.
+2.93%
+$6,081.21 
NSC Norfolk Southern Corporation
+2.92%
+$15,395.06 
RF Regions Financial Corporation
+2.91%
+$7,659.47 
ORI Old Republic International Corp.
+2.9%
+$14,412.06 
CNA CNA Financial Corporation
+2.9%
+$12,862.95 
SPGI S&P Global Inc.
+2.9%
+$11,501.84 
PHM PulteGroup Inc.
+2.9%
+$14,763.21 
FAST Fastenal Co.
+2.89%
+$7,865.24 
SSNC SS&C Technologies Holdings Inc.
+2.89%
+$8,882.28 
MCO Moody's Corporation
+2.86%
+$15,551.89 
MHK Mohawk Industries, Inc.
+2.85%
+$11,323.98 
CL Colgate-Palmolive Company
+2.85%
+$44,894.57 
CCC CCC Intelligent Solutions Holdings Inc.
+2.83%
+$1,746.24 
EWBC East West Bancorp Inc.
+2.82%
+$11,003.5 
TPR Tapestry Inc.
+2.79%
+$20,242.88 
TMUS T-Mobile US, Inc.
+2.79%
+$14,889.81 
SNA Snap-on Inc.
+2.77%
+$16,378.7 
MORN Morningstar, Inc.
+2.75%
+$12,094.65 
CAG Conagra Brands Inc.
+2.74%
+$7,147.18 
PKG Packaging Corporation of America
+2.73%
+$11,320.4 
ULTA Ulta Beauty Inc.
+2.73%
+$21,356.88 
V Visa Inc. Class A
+2.72%
+$23,237.01 
FISV Fiserv, Inc.
+2.7%
+$8,615.6 
ALLE Allegion plc
+2.69%
+$10,522.5 
MAS Masco Corporation
+2.69%
+$26,308.8 
AN AutoNation Inc.
+2.67%
+$8,317.76 
CDW CDW Corporation
+2.66%
+$9,771.84 
DIS The Walt Disney Company
+2.66%
+$12,871.62 
RNG RingCentral Inc.
+2.64%
+$22,070.91 
TRV The Travelers Companies, Inc.
+2.63%
+$7,378.45 
PSX Phillips 66
+2.62%
+$13,302.09 
CMCSA Comcast Corp
+2.6%
+$13,285.19 
GLPI Gaming and Leisure Properties, Inc.
+2.59%
+$17,394.12 
MLI Mueller Industries Inc.
+2.57%
+$7,420.72 
AXS AXIS Capital Holdings Limited
+2.56%
+$12,149.52 
FRT Federal Realty Investment Trust
+2.55%
+$11,475.09 
WDAY Workday Inc.
+2.54%
+$14,894.86 
AMH American Homes 4 Rent
+2.54%
+$9,301.55 
WSM Williams-Sonoma, Inc.
+2.53%
+$20,521.35 
NWSA News Corporation
+2.52%
+$7,870.62 
TJX The TJX Companies, Inc.
+2.52%
+$21,348.4 
EG Everest Group, Ltd.
+2.51%
+$6,084.76 
WTM White Mountains Insurance Group Ltd.
+2.51%
+$6,707.5 
MSCI MSCI Inc.
+2.49%
+$8,993.88 
PRI Primerica Inc.
+2.49%
+$17,327.97 
BYD Boyd Gaming Corporation
+2.46%
+$17,295.12 
ZION Zions Bancorporation, National Association
+2.46%
+$14,354.56 
CLH Clean Harbors Inc.
+2.43%
+$21,224.88 
NVCR NovoCure Ltd.
+2.43%
+$8,367.06 
CPT Camden Property Trust
+2.43%
+$17,397.12 
MNST Monster Beverage Corporation
+2.43%
+$40,171.5 
HBAN Huntington Bancshares Incorporated
+2.43%
+$5,331.04 
FIVE Five Below, Inc.
+2.42%
+$20,072.52 
SPB Spectrum Brands Holdings Inc.
+2.42%
+$8,798 
VZ Verizon Communications Inc.
+2.42%
+$26,064.4 
LECO Lincoln Electric Holdings, Inc.
+2.41%
+$18,043.8 
EXPD Expeditors International of Washington, Inc.
+2.4%
+$8,245.37 
RGA Reinsurance Group of America, Inc.
+2.39%
+$5,577.6 
CUZ Cousins Properties Incorporated
+2.36%
+$12,727.26 
DECK Deckers Outdoor Corporation
+2.36%
+$7,263.94 
URI United Rentals, Inc.
+2.35%
+$11,371.28 
PG Procter & Gamble Co
+2.32%
+$7,292.18 
MAA Mid-America Apartment Communities, Inc.
+2.31%
+$16,116.2 
NTNX Nutanix, Inc.
+2.31%
+$7,210.98 
EXC Exelon Corporation
+2.3%
+$6,443.85 
CASY Casey's General Stores Inc.
+2.29%
+$14,969.85 
FCN Fti Consulting Inc.
+2.27%
+$13,219.92 
TTEK Tetra Tech, Inc.
+2.23%
+$8,072.4 
MTB M&T Bank Corporation
+2.22%
+$9,704.16 
GWW W.W. Grainger, Inc.
+2.2%
+$6,358.48 
REGN Regeneron Pharmaceuticals, Inc.
+2.18%
+$8,592.57 
PYPL PayPal Holdings Inc
+2.18%
+$11,891.88 
BBWI Bath & Body Works, Inc.
+2.18%
+$6,630.75 
USFD US Foods Holding Corp
+2.17%
+$17,377.96 
VAC Marriott Vacations Worldwide Corporation
+2.16%
+$10,040.5 
WMT Walmart Inc.
+2.15%
+$30,199.18 
VOYA Voya Financial Inc.
+2.12%
+$6,219.84 
TXT Textron Inc.
+2.12%
+$6,606.32 
DHR Danaher Corporation
+2.12%
+$8,797.5 
PNW Pinnacle West Capital Corporation
+2.08%
+$10,113.05 
EMR Emerson Electric Co.
+2.08%
+$15,491.42 
RMD ResMed Inc.
+2.06%
+$6,801.9 
DCI Donaldson Company, Inc.
+2.05%
+$12,067.02 
EPAM Epam Systems Inc.
+2.05%
+$4,845.28 
AGO Assured Guaranty Ltd.
+2.04%
+$9,530.64 
LVS Las Vegas Sands Corp.
+2.03%
+$6,078.8 
TTC The Toro Company
+2.03%
+$10,407.01 
CHH Choice Hotels International Inc.
+2.03%
+$4,691.83 
ECL Ecolab Inc.
+2.02%
+$9,849.84 
FNB F.N.B. Corporation
+1.99%
+$7,929.08 
EMN Eastman Chemical Company
+1.98%
+$6,197.5 
NYT New York Times Co.
+1.97%
+$6,577.12 
HAS Hasbro Inc.
+1.96%
+$10,437.48 
LSTR Landstar System Inc.
+1.94%
+$5,680.24 
MKL Markel Group Inc.
+1.94%
+$3,982.54 
VEEV Veeva Systems Inc.
+1.92%
+$6,153.7 
UBER Uber Technologies, Inc.
+1.88%
+$5,616.98 
ED Consolidated Edison, Inc.
+1.84%
+$10,484.95 
HE Hawaiian Electric Industries Inc.
+1.81%
+$8,822.2 
HCA HCA Healthcare Inc.
+1.8%
+$10,926.83 
EIX Edison International
+1.8%
+$15,146.88 
SHW The Sherwin-Williams Company
+1.8%
+$9,516.18 
CB Chubb Limited
+1.78%
+$10,944.36 
IQV IQVIA Holdings Inc.
+1.78%
+$9,803.52 
AAPL Apple Inc.
+1.76%
+$125,752.32 
KKR KKR & Co. Inc.
+1.74%
+$5,498.24 
VRSN Verisign Inc.
+1.74%
+$12,046.1 
VHT Vanguard Health Care ETF
+1.74%
+$4,193.51 
ATO Atmos Energy Corporation
+1.71%
+$5,651.1 
ES Eversource Energy
+1.69%
+$9,558.75 
BPOP Popular Inc.
+1.67%
+$7,045.2 
ILMN Illumina, Inc.
+1.66%
+$20,956 
LBRDK Liberty Broadband Corporation
+1.65%
+$4,759.83 
MEDP Medpace Holdings Inc.
+1.64%
+$9,341.75 
AFL Aflac Inc.
+1.63%
+$5,281.57 
ELAN Elanco Animal Health Incorporated
+1.62%
+$8,776.83 
TOL Toll Brothers Inc
+1.62%
+$7,484.94 
GTM ZoomInfo Technologies Inc.
+1.62%
+$2,192.4 
HPQ HP Inc.
+1.62%
+$4,375.14 
AIG American International Group Inc.
+1.61%
+$7,435.04 
USB U.S. Bancorp
+1.59%
+$8,630 
GL Globe Life Inc.
+1.58%
+$6,759.12 
MSM MSC Industrial Direct Co., Inc.
+1.58%
+$11,760 
ESS Essex Property Trust, Inc.
+1.58%
+$14,174.16 
WAB Wabtec Corporation
+1.57%
+$5,328.48 
CRH CRH plc
+1.56%
+$3,993.3 
FERG Ferguson Enterprises Inc
+1.54%
+$5,023.16 
AME Ametek Inc.
+1.54%
+$13,694.4 
AEE Ameren Corporation
+1.53%
+$3,796.2 
FDX FedEx Corporation
+1.53%
+$11,891.76 
DFAT Dimensional US Targeted Value ETF
+1.49%
+$4,469.92 
COF Capital One Financial Corporation
+1.47%
+$10,422.65 
FOXA Fox Corporation
+1.47%
+$7,931.86 
ROK Rockwell Automation, Inc.
+1.46%
+$4,097.25 
AMLP Alerian MLP ETF
+1.44%
+$161,247.46 
EXPE Expedia Group, Inc.
+1.44%
+$18,378.24 
AXTA Axalta Coating Systems Ltd.
+1.4%
+$3,446.62 
MTD Mettler-Toledo International Inc.
+1.4%
+$5,078.4 
MSFT Microsoft Corp.
+1.38%
+$71,159.36 
DUK Duke Energy Corporation
+1.37%
+$4,781.16 
TGT Target Corporation
+1.36%
+$9,356.76 
INCY Incyte Corporation
+1.35%
+$10,537.8 
GTES Gates Industrial Corporation plc
+1.34%
+$8,538.46 
WEC WEC Energy Group Inc.
+1.34%
+$6,419.29 
EVRG Evergy Inc.
+1.33%
+$4,509.84 
VFC V.F. Corporation
+1.33%
+$3,923.8 
DTE DTE Energy Company
+1.33%
+$3,542.46 
KRC Kilroy Realty Corporation
+1.3%
+$6,251.96 
LAMR Lamar Advertising Company
+1.3%
+$15,192.21 
PFE Pfizer Inc.
+1.29%
+$3,783.36 
LIN Linde plc
+1.28%
+$2,840.29 
CVX Chevron Corporation
+1.26%
+$8,490.72 
COP ConocoPhillips
+1.24%
+$3,238.13 
LNG Cheniere Energy Inc.
+1.23%
+$3,708.34 
JAZZ Jazz Pharmaceuticals plc
+1.2%
+$6,191.9 
LLY Eli Lilly and Company
+1.18%
+$12,688.8 
LULU lululemon athletica inc.
+1.17%
+$3,757.91 
L Loews Corporation
+1.16%
+$2,927.6 
OGE Oge Energy Corp.
+1.15%
+$2,464 
UNH UnitedHealth Group Incorporated
+1.15%
+$4,670.51 
REYN Reynolds Consumer Products Inc.
+1.15%
+$3,102.6 
OMF OneMain Holdings Inc.
+1.13%
+$2,979.75 
DLTR Dollar Tree, Inc.
+1.12%
+$6,913.98 
JXN Jackson Financial Inc.
+1.11%
+$67,635.18 
ALSN Allison Transmission Holdings Inc.
+1.09%
+$9,773.75 
DVA DaVita Inc.
+1.07%
+$3,524.08 
NVST Envista Holdings Corporation
+1.05%
+$5,128.48 
JNJ Johnson & Johnson
+1.04%
+$103,028.73 
A Agilent Technologies Inc.
+1.04%
+$4,641.13 
CGNX Cognex Corporation
+1.03%
+$7,553.65 
ALL Allstate Corporation
+1%
+$2,798.4 
XOM Exxon Mobil Corporation
+1%
+$10,019.63 
BKNG Booking Holdings Inc.
+0.99%
+$23,122.75 
LOPE Grand Canyon Education Inc.
+0.98%
+$5,800.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$315,681.51 
CCL Carnival Corporation Ltd.
+0.98%
+$5,024.5 
ALLY Ally Financial Inc.
+0.97%
+$4,583.7 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$14,561.54 
NFLX Netflix, Inc.
+0.91%
+$4,887.65 
GCOW Pacer Global Cash Cows Dividend ETF
+0.9%
+$100,813.6 
DAL Delta Air Lines, Inc.
+0.87%
+$11,437.5 
GD General Dynamics Corporation
+0.87%
+$8,394.7 
ASH Ashland Inc.
+0.83%
+$4,576.53 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.82%
+$30,122.24 
VONV Vanguard Russell 1000 Value Index Fund
+0.79%
+$65,405.58 
OSK Oshkosh Corporation
+0.78%
+$2,928.66 
TNL Travel + Leisure Co.
+0.78%
+$7,585.69 
OC Owens Corning
+0.76%
+$2,943 
VIG Vanguard Dividend Appreciation ETF
+0.74%
+$2,313.5 
CF CF Industries Holdings, Inc.
+0.73%
+$5,987.56 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$2,059.2 
ITT Itt Inc.
+0.67%
+$2,921.1 
FLS Flowserve Corporation
+0.67%
+$1,392.42 
EW Edwards Lifesciences Corporation
+0.67%
+$3,843.08 
TSN Tyson Foods Inc.
+0.64%
+$5,676.54 
TEAM Atlassian Corporation Class A
+0.64%
+$2,315.75 
UNM Unum Group
+0.64%
+$4,325.64 
WFC Wells Fargo & Company
+0.63%
+$1,831.5 
GAB Gabelli Equity Trust Inc.
+0.61%
+$3,702.3 
TEL TE Connectivity plc
+0.61%
+$3,332.03 
AVTR Avantor Inc.
+0.58%
+$1,207.24 
RCL Royal Caribbean Group
+0.57%
+$1,855.37 
VTV Vanguard Value ETF
+0.57%
+$1,295.79 
CVS CVS Health Corporation
+0.55%
+$4,716.56 
BBC Virtus LifeSci Biotech Clinical Trials ETF
+0.54%
+$25,048.73 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$22,912.12 
PLTR Palantir Technologies Inc.
+0.51%
+$3,767.2 
CMS CMS Energy Corporation
+0.5%
+$1,455.58 
AZN AstraZeneca PLC American Depositary Shares
+0.5%
+$1,781.64 
APTV Aptiv PLC
+0.48%
+$923.12 
AEP American Electric Power Company, Inc.
+0.47%
+$2,445.66 
MTCH Match Group, Inc.
+0.45%
+$4,325.4 
PNC The PNC Financial Services Group, Inc.
+0.41%
+$3,725.43 
TECH Bio-Techne Corporation
+0.41%
+$1,356.91 
CRL Charles River Laboratories International, Inc.
+0.4%
+$1,986.46 
SRE Sempra
+0.39%
+$1,147.19 
AGCO AGCO Corporation
+0.39%
+$1,345.05 
PK Park Hotels & Resorts Inc.
+0.38%
+$1,077.78 
ROKU Roku, Inc.
+0.35%
+$3,328 
AOS A. O. Smith Corporation
+0.35%
+$1,150.17 
ZM Zoom Video Communications, Inc.
+0.35%
+$3,518.4 
SYF Synchrony Financial
+0.33%
+$2,190.05 
DBX Dropbox Inc.
+0.33%
+$988.4 
EA Electronic Arts Inc.
+0.28%
+$729.03 
PGR Progressive Corporation
+0.27%
+$1,366.2 
S SentinelOne Inc.
+0.26%
+$702.3 
DVN Devon Energy Corporation
+0.24%
+$732.48 
TROW T. Rowe Price Group, Inc.
+0.24%
+$747.04 
VB Vanguard Small-Cap ETF
+0.24%
+$15,964.84 
SWKS Skyworks Solutions Inc.
+0.21%
+$861.96 
TBLD Thornburg Income Builder Opportunities Trust
+0.18%
+$18,133.68 
VO Vanguard Mid-Cap ETF
+0.15%
+$1,132.8 
PFG Principal Financial Group, Inc.
+0.14%
+$464.64 
GM General Motors Company
+0.09%
+$798.07 
QRVO Qorvo Inc.
+0.07%
+$324 
PCG PG&E Corporation
+0.06%
+$393.05 
THG Hanover Insurance Group, Inc.
+0.04%
+$230.22 
LDOS Leidos Holdings Inc.
+0.04%
+$62.88 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.02%
+$48.71 
SCHW Charles Schwab Corporation
+0.01%
+$81.19 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$11.88 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$1,327.1 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$925.48 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
F Ford Motor Company
0%
$0 
GABRT
0%
$0 
HOLX Hologic Inc.
0%
$0 
IVZ Invesco Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
BE Bloom Energy Corporation
-13.69%
-$94,078.6 
SNDK SanDisk Corporation
-12.63%
-$105,834.47 
CIFR Cipher Mining Inc.
-10.82%
-$35,014.9 
UAMY United States Antimony Corporation
-9.97%
-$126,854.72 
WDC Western Digital Corporation
-9.25%
-$180,642.45 
GLW Corning Incorporated
-9.15%
-$2.27M 
IREN IREN Limited
-9.01%
-$21,314.1 
MRVL Marvell Technology, Inc.
-8.71%
-$55,352.72 
BZAI Blaize Holdings Inc.
-8.41%
-$2,514.36 
HOOD Robinhood Markets, Inc.
-8.24%
-$1.11M 
CRDO Credo Technology Group Holding Ltd.
-8.16%
-$1.3M 
FDMT 4D Molecular Therapeutics, Inc.
-7.19%
-$20,217.12 
CIEN Ciena Corporation
-7.13%
-$59,073.15 
MKSI MKS Instruments Inc.
-6.16%
-$53,039.4 
INTC Intel Corporation
-5.84%
-$1.04M 
TER Teradyne, Inc.
-5.79%
-$42,672.44 
MU Micron Technology, Inc.
-5.65%
-$146,803.92 
ALMS Alumis Inc.
-5.48%
-$17,384.74 
RBLX Roblox Corporation
-5.31%
-$33,587.55 
EDIT Editas Medicine Inc.
-5.26%
-$1,716.64 
INDI Indie Semiconductor, Inc.
-5.22%
-$3,150 
DELL Dell Technologies Inc.
-5.21%
-$60,729.44 
AVGO Broadcom Inc.
-5.03%
-$482,999.31 
GS The Goldman Sachs Group, Inc.
-4.88%
-$82,122.81 
CI The Cigna Group
-4.83%
-$26,179.2 
CW Curtiss-Wright Corporation
-4.79%
-$51,076.39 
ON ON Semiconductor Corporation
-4.78%
-$32,000.8 
MTZ MasTec, Inc. Common Stock
-4.75%
-$37,169.22 
NEM Newmont Corporation
-4.6%
-$16,122.78 
ELDN Eledon Pharmaceuticals Inc.
-4.48%
-$7,183.44 
ELV Elevance Health, Inc.
-4.47%
-$13,614.9 
IMMX Immix Biopharma Inc.
-4.46%
-$6,110 
MS Morgan Stanley
-4.46%
-$30,417.15 
GOOGL Alphabet Inc
-4.44%
-$278,239.84 
GOOG Alphabet Inc
-4.43%
-$614,688.4 
KYTX Kyverna Therapeutics, Inc.
-4.37%
-$36,748.22 
LRCX Lam Research Corporation
-4.31%
-$131,532.3 
FFIV F5 Inc.
-4.29%
-$31,460.52 
IPGP IPG Photonics Corporation
-4.22%
-$21,835.45 
QCOM QUALCOMM Incorporated
-4.1%
-$28,576.8 
GE General Electric Company
-4.07%
-$55,828.04 
CNC Centene Corporation
-4.06%
-$63,175.97 
ETN Eaton Corporation plc
-4.05%
-$24,021.9 
COIN Coinbase Global, Inc.
-4.02%
-$22,794.24 
FCX Freeport-McMoRan Inc.
-4%
-$17,751 
CAT Caterpillar Inc.
-4%
-$32,986.59 
NRG NRG Energy, Inc.
-3.89%
-$9,821.73 
RING iShares MSCI Global Gold Miners ETF
-3.81%
-$15,024.69 
JBL Jabil Inc.
-3.76%
-$26,605.81 
SMH VanEck Semiconductor ETF
-3.7%
-$217,604.15 
ESI Element Solutions Inc.
-3.66%
-$22,286.55 
ICOP iShares Copper and Metals Mining ETF
-3.64%
-$67,669.27 
PSLV Sprott Physical Silver Trust
-3.59%
-$348,295.49 
MSTR Strategy Inc.
-3.53%
-$7,585.2 
AA Alcoa Corporation
-3.52%
-$5,319.81 
SLV iShares Silver Trust
-3.49%
-$44,393.44 
MPWR Monolithic Power Systems, Inc.
-3.48%
-$20,261.31 
VRT Vertiv Holdings Co
-3.4%
-$725,462.55 
Q Qnity Electronics Inc.
-3.39%
-$15,755.57 
AMAT Applied Materials, Inc.
-3.19%
-$14,226.5 
FIX Comfort Systems USA, Inc.
-3.17%
-$34,541.43 
KEYS Keysight Technologies, Inc.
-3.01%
-$31,793.58 
NXPI NXP Semiconductors N.V.
-2.99%
-$9,535.7 
WCC Wesco International Inc.
-2.96%
-$17,928.1 
HWM Howmet Aerospace Inc.
-2.92%
-$18,262.08 
RPG Invesco S&P 500 Pure Growth ETF
-2.89%
-$13,846.5 
CMI Cummins Inc.
-2.76%
-$31,366.12 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.72%
-$11,242.14 
TXG 10x Genomics Inc.
-2.71%
-$60,681.88 
ETHA iShares Ethereum Trust
-2.69%
-$4,017.78 
ADI Analog Devices, Inc.
-2.67%
-$22,111.6 
ETSY Etsy Inc.
-2.64%
-$16,222.28 
EHTH eHealth Inc.
-2.61%
-$1,382.84 
TDOC Teladoc Health Inc.
-2.57%
-$4,128.25 
SII Sprott Inc.
-2.54%
-$6,825 
EME EMCOR Group, Inc.
-2.54%
-$10,523.28 
PINS Pinterest, Inc. Class A
-2.51%
-$6,281.41 
CEF Sprott Physical Gold and Silver Trust
-2.5%
-$5,978 
META Meta Platforms Inc Class A
-2.46%
-$60,489.39 
APH Amphenol Corporation
-2.46%
-$12,394.46 
CEG Constellation Energy Corporation
-2.46%
-$6,084.85 
HII Huntington Ingalls Industries Inc.
-2.46%
-$8,552.28 
NVDA NVIDIA Corporation
-2.4%
-$2.03M 
C Citigroup Inc.
-2.37%
-$33,641.63 
ITA iShares U.S. Aerospace & Defense ETF
-2.33%
-$9,223.74 
JEF Jefferies Financial Group Inc.
-2.29%
-$7,959.56 
AFRM Affirm Holdings, Inc.
-2.29%
-$10,271.91 
KLAC KLA Corporation
-2.29%
-$16,980.3 
FTNT Fortinet Inc.
-2.27%
-$23,021.56 
TWLO Twilio Inc.
-2.25%
-$25,423.16 
UPST Upstart Holdings, Inc.
-2.25%
-$16,292.37 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.22%
-$182,959.48 
HEI Heico Corporation
-2.18%
-$14,091.3 
CGGO Capital Group Global Growth Equity ETF
-2.15%
-$194,929.48 
OKTA Okta Inc.
-2.07%
-$19,949.28 
IEMG iShares Core MSCI Emerging Markets ETF
-2.03%
-$6,829.84 
IWF iShares Russell 1000 Growth ETF
-2%
-$31,783.96 
DASH DoorDash, Inc.
-2%
-$7,014.8 
AMZN Amazon.com Inc
-1.99%
-$234,041.34 
GLD SPDR Gold Shares
-1.98%
-$5,394.79 
WWD Woodward Inc.
-1.96%
-$10,624.49 
BWA BorgWarner Inc.
-1.95%
-$11,102.5 
ANET Arista Networks, Inc.
-1.95%
-$265,179.3 
CALX Calix Inc.
-1.94%
-$5,660.23 
GLDM SPDR Gold MiniShares Trust
-1.91%
-$30,245.04 
CSCO Cisco Systems, Inc.
-1.89%
-$50,667.43 
PHYS Sprott Physical Gold Trust
-1.83%
-$202,372.8 
GEV GE Vernova Inc.
-1.83%
-$16,912.94 
UAL United Airlines Holdings, Inc.
-1.76%
-$9,968.4 
BA Boeing Company
-1.74%
-$4,746.39 
AVT Avnet Inc.
-1.68%
-$6,746.85 
ASML ASML Holding N.V. New York Registry Shares
-1.68%
-$5,350.4 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$19,906.6 
EBAY eBay Inc.
-1.64%
-$7,527.65 
HLT Hilton Worldwide Holdings Inc.
-1.61%
-$6,072.47 
ILF iShares Latin America 40 ETF
-1.56%
-$123,128.64 
CRUS Cirrus Logic, Inc.
-1.51%
-$15,716.4 
MGK Vanguard Mega Cap Growth ETF
-1.46%
-$59,998 
CRWD CrowdStrike Holdings, Inc.
-1.46%
-$11,040.68 
BLD TopBuild Corp
-1.45%
-$4,126.47 
CGGR Capital Group Growth ETF
-1.41%
-$270,446.88 
NTRS Northern Trust Corporation
-1.36%
-$11,691.24 
MDB MongoDB Inc.
-1.33%
-$9,670.32 
DOW Dow Inc.
-1.33%
-$3,782.91 
CMG Chipotle Mexican Grill, Inc.
-1.24%
-$107,167.61 
SCHF Schwab International Equity ETF
-1.22%
-$9,035.62 
TDC Teradata Corporation
-1.21%
-$4,706.68 
HEI.A Heico Corporation
-1.18%
-$4,607.08 
IBIT iShares Bitcoin Trust
-1.14%
-$7,453.74 
SPEM SPDR Portfolio Emerging Markets ETF
-1.12%
-$43,377.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.12%
-$9,912.13 
EVR Evercore Inc.
-1.11%
-$8,077.65 
JPM JPMorgan Chase & Co.
-1.1%
-$109,492.37 
SBAC SBA Communications Corporation
-1.1%
-$3,480.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.09%
-$7,509.75 
JCI Johnson Controls International plc
-1.05%
-$9,801 
HAIN The Hain Celestial Group, Inc.
-1.04%
-$197.64 
ARW Arrow Electronics Inc.
-0.99%
-$3,605.34 
VMI Valmont Industries, Inc.
-0.94%
-$7,318.5 
LHX L3Harris Technologies, Inc.
-0.87%
-$3,667.65 
BNY BlackRock New York Municipal Income Trust
-0.87%
-$7,026.03 
KMX CarMax Inc.
-0.86%
-$2,851.41 
HUN Huntsman Corporation
-0.84%
-$2,014.3 
TSLA Tesla, Inc.
-0.83%
-$11,538.03 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$4,180.41 
DDOG Datadog, Inc. Class A Common Stock
-0.81%
-$6,158.92 
ALIT Alight Inc.
-0.81%
-$126.18 
RTX RTX Corporation
-0.78%
-$73,606.48 
DT Dynatrace, Inc.
-0.74%
-$5,039.74 
PHAT Phathom Pharmaceuticals Inc.
-0.72%
-$2,146.08 
NOW ServiceNow, Inc.
-0.71%
-$6,281.12 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.71%
-$14,806.93 
SNOW Snowflake Inc.
-0.67%
-$5,651.1 
SPHQ Invesco S&P 500 Quality ETF
-0.62%
-$6,896.69 
RRX Regal Rexnord Corporation
-0.61%
-$1,606.8 
HAL Halliburton Company
-0.6%
-$1,659.84 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.59%
-$1,699.49 
NU Nu Holdings Ltd.
-0.58%
-$37,413.2 
MSGS Madison Square Garden Sports Corp.
-0.56%
-$2,019.6 
BLK BlackRock, Inc.
-0.56%
-$49,643.44 
SCHB Schwab U.S. Broad Market ETF
-0.55%
-$12,411.52 
HST Host Hotels & Resorts Inc.
-0.55%
-$1,580.67 
VOO Vanguard S&P 500 ETF
-0.53%
-$46,158.71 
IVV iShares Core S&P 500 ETF
-0.52%
-$34,618.49 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$264,811.95 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.52%
-$57,144.24 
ST Sensata Technologies Holding plc
-0.52%
-$4,197.04 
UTHR United Therapeutics Corporation
-0.52%
-$1,290.54 
STT State Street Corp
-0.51%
-$3,939.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.49%
-$8,356.31 
IWB iShares Russell 1000 ETF
-0.47%
-$18,425.96 
NUE Nucor Corporation
-0.46%
-$4,303.2 
DD DuPont de Nemours, Inc.
-0.41%
-$2,606.77 
ABNB Airbnb, Inc.
-0.39%
-$5,903.24 
FTI TechnipFMC plc
-0.36%
-$2,904.72 
LYB LyondellBasell Industries N.V.
-0.33%
-$657.59 
YUM Yum! Brands, Inc.
-0.32%
-$799.68 
RJF Raymond James Financial Inc.
-0.31%
-$767.44 
NBIX Neurocrine Biosciences Inc.
-0.29%
-$1,034 
CMF iShares California Muni Bond ETF
-0.24%
-$868.42 
OXY Occidental Petroleum Corporation
-0.22%
-$492.72 
LMT Lockheed Martin Corporation
-0.22%
-$1,074.08 
IBB iShares Biotechnology ETF
-0.2%
-$9,212.97 
FIGR Figure Technology Solutions Inc Cl A
-0.19%
-$1,311 
W Wayfair Inc.
-0.16%
-$452.7 
BABA Alibaba Group Holding Limited SP ADR
-0.16%
-$3,728.94 
GOF Guggenheim Strategic Opportunities Fund
-0.14%
-$572.96 
CGDV Capital Group Dividend Value ETF
-0.13%
-$25,649.85 
BAC Bank of America Corporation
-0.13%
-$622.16 
MKTX MarketAxess Holdings Inc.
-0.11%
-$228.93 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$285.01 
BBY Best Buy Co., Inc.
-0.09%
-$671.28 
SF Stifel Financial Corp.
-0.09%
-$258.37 
JHG Janus Henderson Group plc
-0.04%
-$288.18 
CGCP Capital Group Core Plus Income ETF
-0.02%
-$1,283.74 
PANW Palo Alto Networks, Inc.
-0.01%
-$49.5 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$12.92 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2152 | Longs Won 1379/2152 64% | Profit Factor 8.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $825,712.09 |
| Average Win $178,604.92 | Best Trade (Jul 16) $28.5M | Sharpe Ratio -9.39 |
| Average Loss -$35,759.09 | Worst Trade (Mar 31) -$2.54M | Z-Score 18.96 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3d | Expectancy $101,592.2 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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