Scott Schroeder Portfolio
Invests via Longaeva Partners LP | Managed by Scott Schroeder
Invests via Longaeva Partners LP
Managed by Scott Schroeder
Automatically Tracked
Investor and operating executive focused on growth-stage technology and fintech companies, with experience in scaling product, commercial teams and capital formation. Scott Schroeder combines hands-on operating roles and board-level oversight to drive revenue expansion and exit readiness. Known for cross-border deal execution, fundraising and integrating sales and product strategy to accelerate unit economics and customer acquisition.
Investor and operating executive focused on growth-stage technology and fintech companies, with experience in scaling product, commercial teams and capital formation. Scott Schroeder combines hands-on operating roles and board-level oversight to drive revenue expansion and exit readiness. Known for cross-border deal execution, fundraising and integrating sales and product strategy to accelerate unit economics and customer acquisition.
Investment Philosophy & Strategy
Hands-on growth investor with a bias toward scaling technology and fintech businesses. Focuses on commercialization-led value creation, aligning product strategy with sales and GTM to improve unit economics and accelerate customer acquisition. Prefers growth-stage equity and structured capital that funds repeatable revenue expansion and exit preparation. Employs board-level governance, cross-border transaction experience, and pragmatic operating playbooks to de-risk execution, emphasize measurable KPIs, and time horizons tied to commercialization inflection points.
Hands-on growth investor with a bias toward scaling technology and fintech businesses. Focuses on commercialization-led value creation, aligning product strategy with sales and GTM to improve unit economics and accelerate customer acquisition. Prefers growth-stage equity and structured capital that funds repeatable revenue expansion and exit preparation. Employs board-level governance, cross-border transaction experience, and pragmatic operating playbooks to de-risk execution, emphasize measurable KPIs, and time horizons tied to commercialization inflection points.
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:
26.24%
Gain -0.86%
Monthly
1.27%
Yearly
16.28%
Drawdown
24.47%
$3.31B
Equity
Holdings
$3.31B
Investment
$3.34B
$207.04M
Profit -$23M
Realized
$239.51M
Unrealized
-$32.47M
Dividends
$23.52M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$23M
Win %
48%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$38.03M
Win %
48%
This Month
Compared to last month
Gain
1.06%
Profit
$34.85M
Win %
48%
This Year
Compared to last year
Gain
-4.91%
Profit
-$171.07M
Win %
52%
MTDR Matador Resources Company
+5.3%
+$56,572.5 
AR Antero Resources Corporation
+4.8%
+$75,946.5 
KRMN Karman Holdings Inc.
+4.48%
+$236,866.16 
CRK Comstock Resources Inc.
+3.37%
+$63,219.52 
RRC Range Resources Corporation
+3.23%
+$18,664.86 
EQT EQT Corporation
+3.22%
+$98,210.97 
SWKS Skyworks Solutions Inc.
+3.02%
+$100,057.43 
PR Permian Resources Corporation
+2.96%
+$299,663 
KMI Kinder Morgan, Inc.
+2.91%
+$510,223.08 
BKR Baker Hughes Company
+2.85%
+$234,060.85 
TRGP Targa Resources Corp.
+2.63%
+$41,912.69 
TTE TotalEnergies SE
+2.62%
+$185,042.58 
FANG Diamondback Energy Inc
+2.59%
+$18,905.99 
EOG EOG Resources, Inc.
+2.52%
+$332,235.75 
COP ConocoPhillips
+2.5%
+$262,405.35 
BLDR Builders FirstSource, Inc.
+2.4%
+$3,147.6 
LNG Cheniere Energy Inc.
+2.31%
+$29,286.13 
WLDN Willdan Group, Inc.
+2.23%
+$26,009.67 
MSI Motorola Solutions, Inc.
+2.16%
+$436,569.4 
CBRL Cracker Barrel Old Country Store, Inc.
+2.14%
+$17,514.85 
HAL Halliburton Company
+2.07%
+$100,295.24 
WING Wingstop Inc.
+2.05%
+$29,043.94 
DVN Devon Energy Corporation
+1.97%
+$192,120.14 
PM Philip Morris International Inc.
+1.93%
+$81,545.03 
DAN Dana Inc.
+1.91%
+$39,367.53 
OXY Occidental Petroleum Corporation
+1.82%
+$104,305.37 
CVX Chevron Corporation
+1.78%
+$106,882.42 
VIST Vista Energy, S.A.B. de C.V.
+1.74%
+$77,529.78 
LBRT Liberty Energy Inc.
+1.74%
+$82,621.58 
USB U.S. Bancorp
+1.71%
+$766,366.86 
TJX The TJX Companies, Inc.
+1.7%
+$111,768.79 
TBN Tamboran Resources Corporation
+1.66%
+$39,989.03 
KNTK Kinetik Holdings Inc.
+1.65%
+$274,435.92 
WFRD Weatherford International plc
+1.62%
+$66,377.76 
ROK Rockwell Automation, Inc.
+1.57%
+$128,626.62 
CHTR Charter Communications Inc
+1.57%
+$24,748.58 
XOM Exxon Mobil Corporation
+1.47%
+$88,127.14 
LHX L3Harris Technologies, Inc.
+1.36%
+$28,081.64 
KO The Coca-Cola Company
+1.31%
+$44,844.07 
JPM JPMorgan Chase & Co.
+1.27%
+$1.09M 
WH Wyndham Hotels & Resorts, Inc.
+1.25%
+$141,945.64 
DAR Darling Ingredients Inc.
+1.22%
+$35,924.04 
HWM Howmet Aerospace Inc.
+1.19%
+$13,941.02 
POOL Pool Corporation
+1.18%
+$34,962 
MAR Marriott International Inc. - Class A
+1.17%
+$43,866.1 
URBN Urban Outfitters Inc.
+1.17%
+$37,684.92 
COST Costco Wholesale Corporation
+1.16%
+$29,724.53 
MNST Monster Beverage Corporation
+1.14%
+$17,348.29 
BLK BlackRock, Inc.
+1.13%
+$393,104.43 
HLT Hilton Worldwide Holdings Inc.
+1.12%
+$45,343.3 
RCL Royal Caribbean Group
+1.1%
+$3,107.71 
PSX Phillips 66
+1.09%
+$39,876.04 
VIK Viking Holdings Ltd
+1.07%
+$9,894.6 
GM General Motors Company
+1.07%
+$43,571.29 
WMB The Williams Companies, Inc.
+1.05%
+$188,002.01 
STUB StubHub Holdings, Inc.
+1.04%
+$201,179.58 
ROST Ross Stores, Inc.
+1.04%
+$103,602.4 
EXLS ExlService Holdings Inc.
+1.02%
+$56,898.68 
SYK Stryker Corporation
+0.98%
+$22,673.14 
ARXS Arxis, Inc.
+0.98%
+$157,581.37 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.95%
+$58,226.18 
LPX Louisiana-Pacific Corporation
+0.94%
+$138,782.15 
LMRI Lumexa Imaging Holdings, Inc.
+0.93%
+$52,880.1 
WAL Western Alliance Bancorporation
+0.92%
+$244,740.16 
TFX Teleflex Incorporated
+0.9%
+$60,613.05 
LLY Eli Lilly and Company
+0.82%
+$214,322.4 
MTZ MasTec, Inc. Common Stock
+0.82%
+$12,509.76 
HD The Home Depot, Inc.
+0.82%
+$93,646.4 
TT Trane Technologies plc
+0.82%
+$257,146.89 
DLR Digital Realty Trust, Inc.
+0.73%
+$213,375.24 
AVTR Avantor Inc.
+0.71%
+$21,190.24 
FAST Fastenal Co.
+0.71%
+$15,505.56 
HEI Heico Corporation
+0.68%
+$143,024.97 
WMT Walmart Inc.
+0.65%
+$2,053.59 
ITW Illinois Tool Works Inc.
+0.64%
+$14,071.82 
TPR Tapestry Inc.
+0.61%
+$6,214.49 
V Visa Inc. Class A
+0.6%
+$247,944 
COO The Cooper Companies, Inc.
+0.57%
+$40,599.24 
BNY BlackRock New York Municipal Income Trust
+0.56%
+$8,035.09 
ZBH Zimmer Biomet Holdings, Inc.
+0.55%
+$50,988.08 
AS Amer Sports, Inc.
+0.55%
+$86,043.04 
ABBV AbbVie Inc.
+0.55%
+$104,330.29 
MWH SOLV Energy Inc Class A
+0.5%
+$19,966.8 
HLXC Helix Acquisition Corp. III
+0.48%
+$12,236.77 
PCAR PACCAR Inc.
+0.46%
+$7,065.03 
PH Parker-Hannifin Corporation
+0.45%
+$174,314.93 
BWA BorgWarner Inc.
+0.45%
+$11,462.84 
ASML ASML Holding N.V. New York Registry Shares
+0.44%
+$3,888.18 
KEY KeyCorp
+0.43%
+$129,090.43 
FITB Fifth Third Bancorp
+0.42%
+$242,509.68 
KYIV Kyivstar Group Ltd.
+0.41%
+$18,681.2 
SIG Signet Jewelers Ltd.
+0.36%
+$19,780 
VLO Valero Energy Corporation
+0.35%
+$42,966.26 
EHC Encompass Health Corporation
+0.34%
+$30,800 
RF Regions Financial Corporation
+0.31%
+$1,645.52 
XLF Financial Select Sector SPDR Fund
+0.3%
+$44,960.03 
HBAN Huntington Bancshares Incorporated
+0.29%
+$151,572.55 
BAC Bank of America Corporation
+0.29%
+$194,917.5 
TDG TransDigm Group Inc.
+0.29%
+$9,481.81 
ADP Automatic Data Processing Inc.
+0.25%
+$6,529.05 
BWXT Bwx Technologies Inc.
+0.22%
+$8,406.41 
PNR Pentair plc
+0.21%
+$7,347.89 
QGEN QIAGEN N.V.
+0.21%
+$50,350 
CHD Church & Dwight Co., Inc.
+0.17%
+$10,128.67 
VRSK Verisk Analytics Inc.
+0.17%
+$53,142.68 
BSX Boston Scientific Corporation
+0.16%
+$37,858.52 
ALNY Alnylam Pharmaceuticals Inc
+0.14%
+$35,283.63 
TOL Toll Brothers Inc
+0.13%
+$7,349.78 
PHM PulteGroup Inc.
+0.1%
+$4,157.6 
QNT Quantinuum Inc.
+0.1%
+$3,500 
ANF Abercrombie & Fitch Co.
+0.09%
+$1,102.42 
BA Boeing Company
+0.08%
+$17,288.85 
RBC RBC Bearings Incorporated
+0.08%
+$3,503.96 
CVS CVS Health Corporation
+0.04%
+$1,429.28 
CRNX Crinetics Pharmaceuticals Inc.
0%
$0 
JAN JanOne Inc
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
OIMAU OneIM Acquisition Corp.
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 DPC
DPC
0%
$0 
EVMN Evommune, Inc.
-12.31%
-$85,126.03 
CTNM Contineum Therapeutics, Inc.
-11.33%
-$727,417.52 
PACB Pacific Biosciences of California, Inc.
-10.46%
-$434,237.35 
DOCN DigitalOcean Holdings Inc.
-10.25%
-$30,484.74 
ERAS Erasca, Inc.
-10.19%
-$433,777.83 
FROG JFrog Ltd
-8.55%
-$56,301.44 
VICR Vicor Corporation
-8.53%
-$27,225 
CBRS Cerebras Systems Inc.
-7.74%
-$1.1M 
YSS York Space Systems, Inc.
-7.54%
-$11,652.26 
SNOW Snowflake Inc.
-7.51%
-$119,982.73 
PYXS Pyxis Oncology, Inc.
-7.5%
-$47,733.57 
PANW Palo Alto Networks, Inc.
-7.37%
-$91,585.21 
CAPR Capricor Therapeutics Inc.
-7.29%
-$39,244.38 
CRWD CrowdStrike Holdings, Inc.
-6.99%
-$98,017.26 
IOT Samsara Inc. Class A Common Stock
-6.93%
-$189,811.85 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-6.71%
-$2.31M 
WGS GeneDx Holdings Corp.
-6.6%
-$161,492.39 
NET Cloudflare Inc.
-6.52%
-$55,832.52 
LEGN Legend Biotech Corporation American Depositary Shares
-5.96%
-$252,938.9 
FLEX Flex Ltd.
-5.94%
-$368,842.5 
MLTX MoonLake Immunotherapeutics
-5.85%
-$96,934.2 
P Everpure Inc.
-5.68%
-$334,179.46 
SION Sionna Therapeutics Inc.
-5.64%
-$45,160.96 
MANE Veradermics Inc.
-5.62%
-$25,880 
INOD Innodata Inc.
-5.57%
-$28,721.7 
ACMR Acm Research Inc.
-5.53%
-$56,921.49 
COHR Coherent Corp.
-5.41%
-$26,029.57 
ELVN Enliven Therapeutics, Inc.
-5.26%
-$646,999.2 
CGEM Cullinan Therapeutics, Inc.
-5.07%
-$45,997.35 
MLYS Mineralys Therapeutics, Inc.
-4.97%
-$302,186.8 
BHVN Biohaven Ltd.
-4.9%
-$335,945.68 
RGEN Repligen Corporation
-4.84%
-$219,328.56 
PBLS Parabilis Medicines, Inc.
-4.8%
-$605 
MNDY monday.com Ltd.
-4.8%
-$529,348.07 
CLPT ClearPoint Neuro Inc.
-4.62%
-$42,234.95 
U Unity Software Inc.
-4.42%
-$25,402.47 
SOPH SOPHiA GENETICS SA
-4.39%
-$16,000 
GWRE GUIDEWIRE SOFTWARE INC
-4.36%
-$145,108.73 
ABVX Abivax SA ADR
-4.36%
-$161,200 
UCTT Ultra Clean Holdings, Inc.
-4.25%
-$62,342.85 
CHRW C.H. Robinson Worldwide, Inc.
-4.22%
-$40,511.25 
ULCC Frontier Group Holdings, Inc.
-4.17%
-$36,603.42 
SEPN Septarna Inc.
-4.11%
-$459,183.34 
BTDR Bitdeer Technologies Group
-4.11%
-$433,255.14 
BE Bloom Energy Corporation
-4.01%
-$62,231.08 
COMP Compass Inc.
-4%
-$115,500 
ZETA Zeta Global Holdings Corp.
-3.99%
-$113,125.48 
OKUR OnKure Therapeutics Inc.
-3.99%
-$10,240.97 
LITE Lumentum Holdings Inc.
-3.94%
-$22,761.91 
JBIO Jade Biosciences Inc.
-3.92%
-$42,390.54 
SVRA Savara Inc.
-3.69%
-$177,780.23 
RANI Rani Therapeutics Holdings Inc.
-3.59%
-$56,838.8 
BNTC Benitec Biopharma Inc.
-3.49%
-$4,387.83 
SNPS Synopsys, Inc.
-3.48%
-$248,890.75 
ANET Arista Networks, Inc.
-3.38%
-$33,070.48 
GMRS GMR Solutions Inc.
-3.32%
-$102,279.39 
EWTX Edgewise Therapeutics, Inc.
-3.25%
-$23,299.6 
HOOD Robinhood Markets, Inc.
-3.25%
-$689,495.62 
RARE Ultragenyx Pharmaceutical Inc.
-3.2%
-$20,053.29 
STVN Stevanato Group S.p.A.
-3.17%
-$37,960.91 
MNPR Monopar Therapeutics Inc.
-3.15%
-$126,469.59 
AVGO Broadcom Inc.
-3.15%
-$100,625.76 
APP AppLovin Corporation Class A Common Stock
-3.15%
-$3,687.2 
WAY Waystar Holding Corp.
-3.08%
-$549,604.23 
HUM Humana Inc.
-3.07%
-$628,469.64 
ARQT Arcutis Biotherapeutics Inc.
-3.06%
-$306,868.44 
VSH Vishay Intertechnology Inc.
-2.99%
-$657,316.92 
MBLY Mobileye Global Inc.
-2.83%
-$174,762 
ALGT Allegiant Travel Company
-2.77%
-$151,245.9 
TRDA Entrada Therapeutics Inc.
-2.72%
-$25,380.81 
STEM Stem, Inc.
-2.7%
-$4,818.6 
BURL Burlington Stores Inc.
-2.68%
-$55,256.56 
IBKR Interactive Brokers Group Inc.
-2.67%
-$835,039.47 
PTCT PTC Therapeutics, Inc.
-2.67%
-$182,238.89 
HAWK HawkEye 360, Inc.
-2.64%
-$544,457.64 
GLBE Global-E Online Ltd.
-2.58%
-$892,496.8 
INSM Insmed Inc.
-2.54%
-$507,089.52 
JAZZ Jazz Pharmaceuticals plc
-2.52%
-$371,476.8 
USAR USA Rare Earth, Inc.
-2.48%
-$34,288.93 
MMED MiniMed Group, Inc.
-2.47%
-$1.25M 
BIO Bio-Rad Laboratories Inc.
-2.45%
-$130,726.42 
FTRE Fortrea Holdings Inc.
-2.44%
-$146,500.02 
CART Maplebear Inc.
-2.44%
-$50,438.68 
OSCR Oscar Health, Inc.
-2.39%
-$160,000 
SNX TD Synnex Corporation
-2.38%
-$201,740.48 
QURE uniQure N.V.
-2.35%
-$426,434.82 
ACAD Acadia Pharmaceuticals Inc.
-2.23%
-$51,619.92 
VCEL Vericel Corporation
-2.19%
-$84,106.8 
QXO Qxo Inc.
-2.15%
-$76,074.48 
NP Neptune Insurance Holdings Inc.
-2.14%
-$23,999.85 
BBIO BridgeBio Pharma, Inc.
-2.12%
-$266,765.46 
TXRH Texas Roadhouse Inc.
-2.11%
-$415,450.8 
VRT Vertiv Holdings Co
-2.1%
-$11,002.5 
RSI Rush Street Interactive Inc.
-2.06%
-$11,286.6 
BJ BJ's Wholesale Club Holdings, Inc.
-1.99%
-$121,245 
HAE Haemonetics Corporation
-1.95%
-$386,619.92 
AGL Agilon Health Inc.
-1.95%
-$85,554.52 
RELY Remitly Global, Inc.
-1.87%
-$149,231.36 
CCJ Cameco Corporation
-1.83%
-$39,872.65 
ARVN Arvinas Inc.
-1.82%
-$6,882.07 
KEYS Keysight Technologies, Inc.
-1.81%
-$499,470.83 
MANH Manhattan Associates Inc.
-1.79%
-$110,470.71 
SAIA Saia, Inc.
-1.79%
-$41,205.43 
GLUE Monte Rosa Therapeutics, Inc.
-1.78%
-$39,022.56 
SPCX Space Exploration Technologies Corp. Class A
-1.76%
-$1.56M 
RYTM Rhythm Pharmaceuticals Inc.
-1.76%
-$170,614.7 
TTWO Take-Two Interactive Software, Inc.
-1.74%
-$258,210.68 
FSS Federal Signal Corp.
-1.73%
-$51,597 
PRDO Perdoceo Education Corporation
-1.73%
-$2,280.33 
CPNG Coupang Inc.
-1.66%
-$119,865.27 
AXGN Axogen Inc.
-1.63%
-$9,495.18 
SHOP Shopify Inc.
-1.62%
-$292,008.16 
DKNG DraftKings Inc.
-1.6%
-$312,721.8 
XYZ Block, Inc.
-1.53%
-$217,814.8 
TSLA Tesla, Inc.
-1.53%
-$81,923.55 
IT Gartner Inc.
-1.49%
-$274,531.05 
ZG Zillow Group, Inc.
-1.47%
-$166,056.67 
TOST Toast Inc.
-1.43%
-$401,568.96 
NVT nVent Electric plc
-1.42%
-$359,573.49 
MC Moelis & Company
-1.42%
-$108,584.34 
GDDY Godaddy Inc.
-1.38%
-$149,852.96 
BX Blackstone Inc.
-1.38%
-$46,703.16 
BDX Becton, Dickinson and Company
-1.37%
-$436,986.41 
UNH UnitedHealth Group Incorporated
-1.32%
-$477,554.99 
AVLN Avalyn Pharma Inc.
-1.3%
-$4,000 
FDS FactSet Research Systems Inc.
-1.29%
-$573,693.28 
TNGX Tango Therapeutics Inc.
-1.28%
-$120,321.58 
AMZN Amazon.com Inc
-1.27%
-$109,187.38 
MELI MercadoLibre, Inc.
-1.25%
-$124,404.77 
APH Amphenol Corporation
-1.24%
-$23,290.6 
LCLN Lincoln International Inc.
-1.23%
-$11,250 
ROL Rollins, Inc.
-1.23%
-$38,566.78 
DXCM DexCom, Inc.
-1.19%
-$15,571.92 
ARES Ares Management Corporation
-1.18%
-$152,602.54 
AIT Applied Industrial Technologies Inc.
-1.14%
-$40,035.37 
SPOT Spotify Technology S.A.
-1.12%
-$301,536.6 
TGT Target Corporation
-1.12%
-$82,321.75 
PRCT Procept BioRobotics Corporation
-1.07%
-$20,868.51 
VRTX Vertex Pharmaceuticals Incorporated
-1.07%
-$165,062.94 
UBER Uber Technologies, Inc.
-1.05%
-$39,786.75 
LSTR Landstar System Inc.
-1.04%
-$34,719.03 
AAL American Airlines Group Inc.
-1.02%
-$171,392.37 
LOAR Loar Holdings Inc.
-1%
-$15,406.02 
CLH Clean Harbors Inc.
-0.97%
-$16,309.1 
LFTO Liftoff Mobile, Inc.
-0.95%
-$71,128.8 
BEN Franklin Resources Inc.
-0.94%
-$268,262.97 
SFM Sprouts Farmers Market, Inc.
-0.85%
-$120,247.2 
BOBS Bob's Discount Furniture, Inc.
-0.85%
-$14,375 
DK Delek US Holdings Inc.
-0.81%
-$41,486.68 
FIS Fidelity National Information Services, Inc.
-0.8%
-$3,400.25 
GKOS Glaukos Corporation
-0.76%
-$297,601.92 
LEN Lennar Corporation
-0.76%
-$2,880.97 
KGS Kodiak Gas Services Inc.
-0.75%
-$37,549.8 
LPLA LPL Financial Holdings Inc.
-0.75%
-$457,292.5 
RDDT Reddit Inc Class A
-0.73%
-$3,960.45 
XPO XPO Inc.
-0.71%
-$114,092.55 
WCC Wesco International Inc.
-0.68%
-$4,375.8 
EPAM Epam Systems Inc.
-0.67%
-$166,341.92 
JCI Johnson Controls International plc
-0.67%
-$117,093.24 
EVR Evercore Inc.
-0.61%
-$105,963 
HRB H&R Block Inc.
-0.6%
-$15,286.77 
FPS Forgent Power Solutions, Inc.
-0.59%
-$3,966.63 
TKO Tko Group Holdings Inc.
-0.57%
-$6,134.76 
GPN Global Payments Inc.
-0.57%
-$130,469.76 
KTOS Kratos Defense & Security Solutions, Inc.
-0.56%
-$23,960.71 
LOPE Grand Canyon Education Inc.
-0.51%
-$24,048.96 
MCO Moody's Corporation
-0.51%
-$324,542.72 
PFGC Performance Food Group Co.
-0.5%
-$16,975 
ACAAU Averin Capital Acquisition Corp.
-0.49%
-$11,561.8 
FLG Flagstar Bank, National Association
-0.49%
-$121,208.73 
AERO Aero Grow International, Inc.
-0.46%
-$9,070.2 
JEF Jefferies Financial Group Inc.
-0.46%
-$106,533.58 
SPXC Spx Technologies Inc.
-0.45%
-$19,928.72 
KNX Knight-Swift Transportation Holdings Inc.
-0.4%
-$4,714.84 
GS The Goldman Sachs Group, Inc.
-0.39%
-$75,792.98 
GENI Genius Sports Ltd.
-0.38%
-$59,481.97 
BAH Booz Allen Hamilton Holding Corporation
-0.38%
-$89,219.48 
EAT Brinker International Inc.
-0.36%
-$3,455.06 
MAIR Madison Air Solutions Corp. Class A
-0.34%
-$36,351.36 
EXPO Exponent Inc.
-0.33%
-$13,020.96 
NVO Novo Nordisk A/S Sponsored ADR
-0.33%
-$80,748.59 
GWW W.W. Grainger, Inc.
-0.32%
-$45,118.08 
ASND Ascendis Pharma A/S
-0.32%
-$22,905.74 
MTD Mettler-Toledo International Inc.
-0.31%
-$215,676.04 
CACI Caci International Inc.
-0.3%
-$11,221.5 
VVV Valvoline Inc.
-0.28%
-$7,449.93 
RSP Invesco S&P 500 Equal Weight ETF
-0.26%
-$11,716.32 
FTV Fortive Corporation
-0.23%
-$899.08 
BOOT Boot Barn Holdings, Inc.
-0.21%
-$12,617.5 
NVDA NVIDIA Corporation
-0.21%
-$11,319.75 
AME Ametek Inc.
-0.16%
-$50,248.38 
IEX IDEX Corporation
-0.16%
-$55,776.39 
VST Vistra Corp
-0.12%
-$5,323.56 
COR Cencora, Inc.
-0.1%
-$27,392.75 
MS Morgan Stanley
-0.08%
-$33,761.85 
TPG TPG Inc.
-0.08%
-$35,170.24 
LNTH Lantheus Holdings, Inc.
-0.08%
-$2,324.08 
FIVE Five Below, Inc.
-0.07%
-$3,487.5 
CTAS Cintas Corporation
-0.06%
-$1,926.31 
BANC Banc of California Inc.
-0.06%
-$10,587.31 
WST West Pharmaceutical Services, Inc.
-0.06%
-$2,496.44 
HP Helmerich & Payne Inc.
-0.04%
-$2,475.49 
DHI D.R. Horton, Inc.
-0.03%
-$1,281.96 
URI United Rentals, Inc.
-0.03%
-$732.15 Events
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Dividends
Dividend Analysis
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| Trades 772 | Longs Won 381/772 49% | Profit Factor 1.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.88M |
| Average Win $1.77M | Best Trade (Jun 30) $60.46M | Sharpe Ratio -5.96 |
| Average Loss -$1.2M | Worst Trade (Oct 15) -$24.44M | Z-Score -4.35 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w 1d | Expectancy $268,181.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,762 | 2,486 | 2,210 | 1,934 | 1,657 | 1,381 | 1,105 | 829 | 552 | 276 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 1.37M | $23.62M | $16.67M | - | -$6.96M | -29.45% | -1.018% |
| ABBV AbbVie Inc. | 67,093 | $16.88M | $19.12M | - | $2.24M | 13.24% | +0.549% |
| ABVX Abivax SA ADR | 40,000 | $5.33M | $3.53M | - | -$1.8M | -33.7% | -4.362% |
| ACAAU Averin Capital Acquisition Corp. | 231,236 | $2.31M | $2.32M | - | $13,874.16 | 0.6% | -0.495% |
| ACAD Acadia Pharmaceuticals Inc. | 117,318 | $2.97M | $2.26M | - | -$707,427.14 | -23.83% | -2.232% |
| ACMR Acm Research Inc. | 17,732 | $697,754.21 | $973,130.39 | - | $275,376.18 | 39.47% | -5.526% |
| ADP Automatic Data Processing Inc. | 9,068 | $2.03M | $2.6M | - | $566,024.16 | 27.87% | +0.252% |
| AERO Aero Grow International, Inc. | 120,936 | $2.66M | $1.97M | - | -$687,521.16 | -25.89% | -0.459% |
| AGL Agilon Health Inc. | 49,741 | $5.73M | $4.31M | - | -$1.41M | -24.68% | -1.945% |
| AIT Applied Industrial Technologies Inc. | 10,508 | $3.55M | $3.47M | - | -$85,429.84 | -2.4% | -1.141% |
| ALGT Allegiant Travel Company | 77,562 | $8.05M | $5.31M | - | -$2.74M | -34.07% | -2.77% |
| ALNY Alnylam Pharmaceuticals Inc | 110,261 | $33.19M | $25.84M | - | -$7.35M | -22.15% | +0.137% |
| AME Ametek Inc. | 128,842 | $29.86M | $31.97M | - | $2.11M | 7.08% | -0.157% |
| AMZN Amazon.com Inc | 33,752 | $7.03M | $8.49M | - | $1.46M | 20.77% | -1.27% |
| ANET Arista Networks, Inc. | 5,266 | $894,588 | $944,193.8 | - | $49,605.8 | 5.55% | -3.384% |
| ANF Abercrombie & Fitch Co. | 7,875 | $708,829 | $1.2M | - | $489,194.75 | 69.01% | +0.092% |
| APH Amphenol Corporation | 23,060 | $1.02M | $1.86M | - | $839,384 | 82.58% | -1.239% |
| APP AppLovin Corporation Class A Common Stock | 419 | $215,881 | $113,335.31 | - | -$102,545.69 | -47.5% | -3.151% |
| AR Antero Resources Corporation | 43,398 | $1.53M | $1.66M | - | $132,363.62 | 8.68% | +4.802% |
| ARES Ares Management Corporation | 113,039 | $12.74M | $12.74M | - | $129.54 | - | -1.184% |
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FAQ
Which stocks have generated the highest profits for Scott Schroeder?
The largest contributions to the portfolio's profits come from the following stocks: Acm Research Inc - $60.46M, Vishay Intertechnology Inc - $47.75M, Applied Materials, Inc - $18.57M, BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $18.27M, and ASML Holding N.V. New York Registry Shares - $12.84M. 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: StubHub Holdings, Inc - $8.92M, Boston Scientific Corporation - $8.36M, Genius Sports Ltd - $7.25M, DraftKings Inc - $5.67M, and Paylocity Holding Corporation - $5.4M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Schroeder's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.52M earned over time. The largest contributors to dividend income include BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $1.53M, TPG Inc - $1.23M, Novo Nordisk A/S Sponsored ADR - $926,198.96, KeyCorp - $920,794.61, and Bank of America Corporation - $851,409.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Schroeder's monthly returns?
Scott Schroeder'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 Scott Schroeder's strategy be considered aggressive or moderate?
Scott Schroeder'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 Scott Schroeder's strategy?
Scott Schroeder'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.
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