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:
37.16%
Gain -1.15%
Monthly
1.88%
Yearly
24.94%
Drawdown
24.37%
$3.53B
Equity
Holdings
$3.53B
Investment
$3.34B
$428.8M
Profit -$29.72M
Realized
$239.75M
Unrealized
$189.05M
Dividends
$17.15M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.15%
Profit
-$29.72M
Win %
60%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$29.72M
Win %
60%
This Month
Compared to last month
Gain
2.09%
Profit
$72.47M
Win %
60%
This Year
Compared to last year
Gain
1.46%
Profit
$50.69M
Win %
59%
CAPR Capricor Therapeutics Inc.
+57.96%
+$180,672.24 
RDDT Reddit Inc Class A
+12.63%
+$67,598.44 
WING Wingstop Inc.
+10.73%
+$131,939.34 
AGL Agilon Health Inc.
+9%
+$397,928 
LFTO Liftoff Mobile, Inc.
+7.73%
+$688,200.44 
USAR USA Rare Earth, Inc.
+7.47%
+$173,314.93 
AVLN Avalyn Pharma Inc.
+7.3%
+$33,375 
OSCR Oscar Health, Inc.
+6.43%
+$396,000 
GENI Genius Sports Ltd.
+5.94%
+$1.12M 
FPS Forgent Power Solutions, Inc.
+5.59%
+$43,841.7 
VSH Vishay Intertechnology Inc.
+5.28%
+$1.35M 
STUB StubHub Holdings, Inc.
+5.21%
+$1.34M 
LITE Lumentum Holdings Inc.
+5.19%
+$30,364.75 
HAL Halliburton Company
+4.81%
+$233,038.94 
KGS Kodiak Gas Services Inc.
+4.74%
+$308,742.8 
LOAR Loar Holdings Inc.
+4.62%
+$83,632.68 
BTDR Bitdeer Technologies Group
+4.22%
+$464,650.44 
LBRT Liberty Energy Inc.
+4.21%
+$253,562.78 
EVMN Evommune, Inc.
+4.12%
+$67,634.38 
MTDR Matador Resources Company
+4.05%
+$41,486.5 
MTZ MasTec, Inc. Common Stock
+4.01%
+$91,472.72 
RSI Rush Street Interactive Inc.
+3.94%
+$28,071.8 
PBLS Parabilis Medicines, Inc.
+3.92%
+$700 
JBIO Jade Biosciences Inc.
+3.78%
+$70,650.9 
VICR Vicor Corporation
+3.57%
+$11,761.21 
CGEM Cullinan Therapeutics, Inc.
+3.56%
+$45,349.5 
CRK Comstock Resources Inc.
+3.54%
+$66,693.12 
KNTK Kinetik Holdings Inc.
+3.45%
+$555,109.02 
TRGP Targa Resources Corp.
+3.34%
+$50,261.37 
QURE uniQure N.V.
+3.31%
+$1.26M 
DVN Devon Energy Corporation
+3.29%
+$289,170.52 
VIST Vista Energy, S.A.B. de C.V.
+3.2%
+$134,723.88 
URI United Rentals, Inc.
+2.97%
+$83,956.25 
WMB The Williams Companies, Inc.
+2.96%
+$556,279.66 
SPOT Spotify Technology S.A.
+2.93%
+$733,958.21 
WFRD Weatherford International plc
+2.92%
+$146,952.84 
ERAS Erasca, Inc.
+2.91%
+$148,887.44 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.88%
+$168,484.28 
KTOS Kratos Defense & Security Solutions, Inc.
+2.85%
+$186,476.83 
DKNG DraftKings Inc.
+2.83%
+$726,321.6 
INOD Innodata Inc.
+2.77%
+$15,682.96 
RELY Remitly Global, Inc.
+2.65%
+$220,602.88 
PFGC Performance Food Group Co.
+2.65%
+$96,950 
TBN Tamboran Resources Corporation
+2.65%
+$71,678.45 
HP Helmerich & Payne Inc.
+2.62%
+$186,487.29 
KRMN Karman Holdings Inc.
+2.5%
+$235,307.57 
SPXC Spx Technologies Inc.
+2.43%
+$135,305.78 
MNPR Monopar Therapeutics Inc.
+2.38%
+$146,843.48 
SNPS Synopsys, Inc.
+2.37%
+$148,785 
VRT Vertiv Holdings Co
+2.36%
+$16,552.63 
OKUR OnKure Therapeutics Inc.
+2.31%
+$10,843.38 
KMI Kinder Morgan, Inc.
+2.31%
+$395,355.03 
EWTX Edgewise Therapeutics, Inc.
+2.29%
+$18,602.1 
CVS CVS Health Corporation
+2.28%
+$77,538.44 
FSS Federal Signal Corp.
+2.27%
+$73,446.8 
HWM Howmet Aerospace Inc.
+2.25%
+$33,841.45 
BKR Baker Hughes Company
+2.17%
+$208,389.66 
URBN Urban Outfitters Inc.
+2.11%
+$59,483.06 
SVRA Savara Inc.
+2.09%
+$111,747.57 
TTWO Take-Two Interactive Software, Inc.
+2.08%
+$357,522.48 
HLT Hilton Worldwide Holdings Inc.
+1.99%
+$75,063.1 
WLDN Willdan Group, Inc.
+1.98%
+$27,395.76 
DAR Darling Ingredients Inc.
+1.98%
+$63,109.85 
HLXC Helix Acquisition Corp. III
+1.95%
+$51,808.89 
LNG Cheniere Energy Inc.
+1.94%
+$23,447.04 
PR Permian Resources Corporation
+1.9%
+$171,236 
COP ConocoPhillips
+1.81%
+$167,052.42 
BWXT Bwx Technologies Inc.
+1.69%
+$79,102.66 
SNX TD Synnex Corporation
+1.63%
+$138,032.63 
STEM Stem, Inc.
+1.6%
+$4,818.6 
MANE Veradermics Inc.
+1.54%
+$6,840 
FLEX Flex Ltd.
+1.5%
+$117,273 
AR Antero Resources Corporation
+1.49%
+$23,868.9 
FANG Diamondback Energy Inc
+1.48%
+$11,037.88 
TTE TotalEnergies SE
+1.47%
+$102,312.72 
JCI Johnson Controls International plc
+1.45%
+$259,024.44 
AXGN Axogen Inc.
+1.42%
+$11,132.3 
ARQT Arcutis Biotherapeutics Inc.
+1.39%
+$124,126.56 
KEY KeyCorp
+1.39%
+$485,987.52 
ELVN Enliven Therapeutics, Inc.
+1.31%
+$237,545.29 
DLR Digital Realty Trust, Inc.
+1.3%
+$431,789.16 
VVV Valvoline Inc.
+1.24%
+$34,766.34 
COR Cencora, Inc.
+1.23%
+$298,189.65 
AIT Applied Industrial Technologies Inc.
+1.21%
+$45,499.75 
MAR Marriott International Inc. - Class A
+1.19%
+$40,844.12 
VST Vistra Corp
+1.18%
+$51,168.51 
FIVE Five Below, Inc.
+1.17%
+$65,797.04 
LHX L3Harris Technologies, Inc.
+1.17%
+$28,943.21 
BWA BorgWarner Inc.
+1.16%
+$34,172.24 
CVX Chevron Corporation
+1.16%
+$63,114.3 
OXY Occidental Petroleum Corporation
+1.14%
+$62,300.04 
RBC RBC Bearings Incorporated
+1.13%
+$55,354.95 
KEYS Keysight Technologies, Inc.
+1.12%
+$320,081.25 
HRB H&R Block Inc.
+1.09%
+$30,573.54 
ZBH Zimmer Biomet Holdings, Inc.
+1.08%
+$105,898.32 
SAIA Saia, Inc.
+1.08%
+$27,695.57 
FROG JFrog Ltd
+1.07%
+$7,107.36 
HUM Humana Inc.
+1.06%
+$193,301.67 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+1.04%
+$352,084.83 
RRC Range Resources Corporation
+1.03%
+$5,710.89 
U Unity Software Inc.
+1%
+$6,101.9 
WST West Pharmaceutical Services, Inc.
+0.94%
+$36,994.59 
XOM Exxon Mobil Corporation
+0.94%
+$50,994.1 
ASND Ascendis Pharma A/S
+0.92%
+$72,721.72 
MELI MercadoLibre, Inc.
+0.89%
+$87,283.64 
APP AppLovin Corporation Class A Common Stock
+0.89%
+$1,160.63 
ROK Rockwell Automation, Inc.
+0.87%
+$74,999.61 
TDG TransDigm Group Inc.
+0.85%
+$30,520.26 
EOG EOG Resources, Inc.
+0.85%
+$103,554 
HEI Heico Corporation
+0.84%
+$212,320.38 
LSTR Landstar System Inc.
+0.82%
+$30,063.8 
APH Amphenol Corporation
+0.82%
+$7,840.4 
NVT nVent Electric plc
+0.81%
+$239,716.62 
TKO Tko Group Holdings Inc.
+0.8%
+$9,718.46 
HBAN Huntington Bancshares Incorporated
+0.79%
+$471,559.06 
BDX Becton, Dickinson and Company
+0.79%
+$234,479.75 
PM Philip Morris International Inc.
+0.78%
+$31,306.44 
RF Regions Financial Corporation
+0.76%
+$4,646.16 
WAL Western Alliance Bancorporation
+0.71%
+$208,748.96 
IBKR Interactive Brokers Group Inc.
+0.7%
+$232,388.39 
P Everpure Inc.
+0.69%
+$35,710.47 
TSLA Tesla, Inc.
+0.68%
+$34,097.91 
ALNY Alnylam Pharmaceuticals Inc
+0.67%
+$168,698.23 
UNH UnitedHealth Group Incorporated
+0.67%
+$237,444.17 
EQT EQT Corporation
+0.63%
+$19,758.3 
BAC Bank of America Corporation
+0.62%
+$519,785.2 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$10,069.39 
MMED MiniMed Group, Inc.
+0.6%
+$337,556.4 
WCC Wesco International Inc.
+0.59%
+$4,001.78 
BA Boeing Company
+0.58%
+$149,464.94 
BANC Banc of California Inc.
+0.56%
+$116,460.41 
CLH Clean Harbors Inc.
+0.54%
+$9,154.25 
KYIV Kyivstar Group Ltd.
+0.53%
+$26,153.68 
TT Trane Technologies plc
+0.53%
+$173,040.09 
BOOT Boot Barn Holdings, Inc.
+0.52%
+$42,395.3 
LEGN Legend Biotech Corporation American Depositary Shares
+0.49%
+$21,435.5 
HAE Haemonetics Corporation
+0.47%
+$68,805.24 
TPR Tapestry Inc.
+0.46%
+$5,022.67 
GM General Motors Company
+0.44%
+$18,499.54 
PSX Phillips 66
+0.43%
+$12,619 
RARE Ultragenyx Pharmaceutical Inc.
+0.42%
+$4,548.17 
PRDO Perdoceo Education Corporation
+0.41%
+$506.73 
GLBE Global-E Online Ltd.
+0.4%
+$145,888.9 
USB U.S. Bancorp
+0.38%
+$195,501.75 
KO The Coca-Cola Company
+0.33%
+$10,792.35 
MSI Motorola Solutions, Inc.
+0.32%
+$65,021.08 
CRNX Crinetics Pharmaceuticals Inc.
+0.31%
+$15,180.88 
MNST Monster Beverage Corporation
+0.3%
+$4,716.04 
BSX Boston Scientific Corporation
+0.27%
+$75,717.04 
MBLY Mobileye Global Inc.
+0.23%
+$16,644 
FITB Fifth Third Bancorp
+0.21%
+$138,578.11 
ROST Ross Stores, Inc.
+0.16%
+$16,983.58 
TRDA Entrada Therapeutics Inc.
+0.13%
+$1,952.37 
GWW W.W. Grainger, Inc.
+0.1%
+$13,344.77 
UBER Uber Technologies, Inc.
+0.09%
+$3,713.43 
CACI Caci International Inc.
+0.08%
+$3,311.16 
DAN Dana Inc.
+0.07%
+$1,444.68 
PCAR PACCAR Inc.
+0.05%
+$969.57 
TXRH Texas Roadhouse Inc.
+0.04%
+$10,388.06 
EHC Encompass Health Corporation
+0.03%
+$2,800 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$836.88 
LNTH Lantheus Holdings, Inc.
+0.01%
+$290.51 
BEN Franklin Resources Inc.
0%
$0 
BNTC Benitec Biopharma Inc.
0%
$0 
JAN JanOne Inc
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
PACB Pacific Biosciences of California, Inc.
0%
$0 
PYXS Pyxis Oncology, Inc.
0%
$0 
ACAAU Averin Capital Acquisition Corp.
0%
$0 
OIMAU OneIM Acquisition Corp.
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 DPC
DPC
0%
$0 
UCTT Ultra Clean Holdings, Inc.
-8.59%
-$209,913.9 
VIK Viking Holdings Ltd
-7.65%
-$89,271.28 
CTNM Contineum Therapeutics, Inc.
-7.25%
-$902,160.27 
MNDY monday.com Ltd.
-7.18%
-$791,974.91 
QNT Quantinuum Inc.
-7.17%
-$491,000 
HAWK HawkEye 360, Inc.
-6.52%
-$2.55M 
AVGO Broadcom Inc.
-5.94%
-$230,174.29 
GDDY Godaddy Inc.
-5.56%
-$565,998.68 
CBRS Cerebras Systems Inc.
-5.21%
-$1.2M 
YSS York Space Systems, Inc.
-5.04%
-$14,691.98 
GMRS GMR Solutions Inc.
-4.66%
-$192,700.3 
NET Cloudflare Inc.
-4.55%
-$40,770.42 
DK Delek US Holdings Inc.
-4.14%
-$189,366.62 
TPG TPG Inc.
-3.95%
-$2.19M 
GWRE GUIDEWIRE SOFTWARE INC
-3.85%
-$133,000.57 
HOOD Robinhood Markets, Inc.
-3.83%
-$778,363.95 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$49,180.56 
ARES Ares Management Corporation
-3.63%
-$613,801.32 
BX Blackstone Inc.
-3.61%
-$167,263.1 
IOT Samsara Inc. Class A Common Stock
-3.28%
-$86,863.05 
PANW Palo Alto Networks, Inc.
-2.96%
-$39,365.91 
ZG Zillow Group, Inc.
-2.95%
-$374,064.51 
POOL Pool Corporation
-2.86%
-$100,166.3 
MC Moelis & Company
-2.8%
-$272,498.28 
FIS Fidelity National Information Services, Inc.
-2.74%
-$14,187.25 
BE Bloom Energy Corporation
-2.66%
-$41,203.08 
SHOP Shopify Inc.
-2.66%
-$426,118.35 
BOBS Bob's Discount Furniture, Inc.
-2.62%
-$58,650 
GKOS Glaukos Corporation
-2.6%
-$1.16M 
QXO Qxo Inc.
-2.55%
-$120,451.26 
SNOW Snowflake Inc.
-2.51%
-$40,311.85 
COMP Compass Inc.
-2.47%
-$99,000 
CART Maplebear Inc.
-2.4%
-$48,615.68 
LLY Eli Lilly and Company
-2.38%
-$600,102.1 
ANET Arista Networks, Inc.
-2.36%
-$25,276.75 
FTRE Fortrea Holdings Inc.
-2.3%
-$108,225.24 
VRSK Verisk Analytics Inc.
-2.3%
-$731,997.56 
MWH SOLV Energy Inc Class A
-2.23%
-$121,464.7 
BURL Burlington Stores Inc.
-2.15%
-$58,996.8 
SIG Signet Jewelers Ltd.
-2.15%
-$91,540 
GLUE Monte Rosa Therapeutics, Inc.
-2.15%
-$73,709.28 
STVN Stevanato Group S.p.A.
-2.14%
-$28,626.32 
VRTX Vertex Pharmaceuticals Incorporated
-2.07%
-$323,682.51 
INSM Insmed Inc.
-2.05%
-$521,175.34 
ABVX Abivax SA ADR
-2.05%
-$99,600 
ZETA Zeta Global Holdings Corp.
-1.92%
-$48,120.62 
ULCC Frontier Group Holdings, Inc.
-1.91%
-$22,659.26 
DXCM DexCom, Inc.
-1.89%
-$25,903.29 
GPN Global Payments Inc.
-1.88%
-$483,824.54 
DOCN DigitalOcean Holdings Inc.
-1.79%
-$6,439.26 
NVO Novo Nordisk A/S Sponsored ADR
-1.78%
-$515,548.69 
MANH Manhattan Associates Inc.
-1.76%
-$95,931.28 
MLYS Mineralys Therapeutics, Inc.
-1.73%
-$126,496.8 
BBIO BridgeBio Pharma, Inc.
-1.66%
-$253,615.05 
EXPO Exponent Inc.
-1.63%
-$60,222.05 
EVR Evercore Inc.
-1.62%
-$343,020.57 
RCL Royal Caribbean Group
-1.57%
-$4,923.92 
SOPH SOPHiA GENETICS SA
-1.57%
-$6,000 
EXLS ExlService Holdings Inc.
-1.55%
-$78,235.3 
AAL American Airlines Group Inc.
-1.53%
-$315,361.97 
LMRI Lumexa Imaging Holdings, Inc.
-1.48%
-$95,184.18 
CHTR Charter Communications Inc
-1.44%
-$32,424.22 
BLDR Builders FirstSource, Inc.
-1.43%
-$2,562 
SEPN Septarna Inc.
-1.42%
-$190,829.44 
BHVN Biohaven Ltd.
-1.41%
-$125,979.63 
AVTR Avantor Inc.
-1.37%
-$35,009.97 
PRCT Procept BioRobotics Corporation
-1.37%
-$32,105.4 
BIO Bio-Rad Laboratories Inc.
-1.36%
-$72,170.12 
WGS GeneDx Holdings Corp.
-1.35%
-$37,303.34 
TOST Toast Inc.
-1.33%
-$410,298.72 
JEF Jefferies Financial Group Inc.
-1.29%
-$374,166.72 
FDS FactSet Research Systems Inc.
-1.28%
-$541,415.25 
SION Sionna Therapeutics Inc.
-1.22%
-$15,708.16 
IT Gartner Inc.
-1.21%
-$196,347.81 
KNX Knight-Swift Transportation Holdings Inc.
-1.2%
-$15,957.92 
BAH Booz Allen Hamilton Holding Corporation
-1.2%
-$299,522.54 
WAY Waystar Holding Corp.
-1.2%
-$189,518.7 
ADP Automatic Data Processing Inc.
-1.18%
-$29,652.54 
LPLA LPL Financial Holdings Inc.
-1.14%
-$800,724.77 
MAIR Madison Air Solutions Corp. Class A
-1.14%
-$163,581.12 
NP Neptune Insurance Holdings Inc.
-1.12%
-$13,714.2 
TJX The TJX Companies, Inc.
-1.1%
-$77,395.9 
PNR Pentair plc
-1.06%
-$47,427.29 
CPNG Coupang Inc.
-1.04%
-$83,171.82 
EPAM Epam Systems Inc.
-1.03%
-$212,998.8 
ACMR Acm Research Inc.
-0.95%
-$13,653.64 
AMZN Amazon.com Inc
-0.94%
-$83,705.3 
WH Wyndham Hotels & Resorts, Inc.
-0.92%
-$102,684.08 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$769,903.44 
HD The Home Depot, Inc.
-0.83%
-$105,748.14 
MTD Mettler-Toledo International Inc.
-0.82%
-$492,609.98 
LEN Lennar Corporation
-0.81%
-$3,466.93 
ALGT Allegiant Travel Company
-0.81%
-$54,293.4 
CBRL Cracker Barrel Old Country Store, Inc.
-0.81%
-$5,696.87 
SBUX Starbucks Corporation
-0.79%
-$214,458.2 
BLK BlackRock, Inc.
-0.77%
-$282,427.91 
LOPE Grand Canyon Education Inc.
-0.76%
-$32,162.25 
VCEL Vericel Corporation
-0.76%
-$31,773.68 
AS Amer Sports, Inc.
-0.76%
-$130,368.25 
DHI D.R. Horton, Inc.
-0.71%
-$34,292.43 
ARXS Arxis, Inc.
-0.71%
-$123,063.55 
MCO Moody's Corporation
-0.71%
-$452,792.06 
TOL Toll Brothers Inc
-0.7%
-$44,963.36 
TGT Target Corporation
-0.66%
-$48,451.76 
QGEN QIAGEN N.V.
-0.65%
-$148,400 
ANF Abercrombie & Fitch Co.
-0.63%
-$5,433.75 
AERO Aero Grow International, Inc.
-0.63%
-$12,093.6 
FAST Fastenal Co.
-0.62%
-$13,782.72 
EAT Brinker International Inc.
-0.61%
-$6,816.79 
CTAS Cintas Corporation
-0.59%
-$17,485.24 
COO The Cooper Companies, Inc.
-0.56%
-$52,902.04 
AME Ametek Inc.
-0.56%
-$184,245.35 
SYK Stryker Corporation
-0.55%
-$14,774.97 
ABBV AbbVie Inc.
-0.54%
-$91,246.48 
CHRW C.H. Robinson Worldwide, Inc.
-0.52%
-$5,205.72 
CLPT ClearPoint Neuro Inc.
-0.52%
-$7,592.8 
ACAD Acadia Pharmaceuticals Inc.
-0.49%
-$16,424.52 
MS Morgan Stanley
-0.47%
-$229,580.58 
RYTM Rhythm Pharmaceuticals Inc.
-0.47%
-$59,439.63 
ARVN Arvinas Inc.
-0.44%
-$2,117.56 
COHR Coherent Corp.
-0.43%
-$2,689.44 
RGEN Repligen Corporation
-0.39%
-$16,246.81 
WMT Walmart Inc.
-0.39%
-$1,200.15 
PTCT PTC Therapeutics, Inc.
-0.37%
-$30,186.81 
VLO Valero Energy Corporation
-0.36%
-$34,538.75 
JAZZ Jazz Pharmaceuticals plc
-0.36%
-$61,224.88 
V Visa Inc. Class A
-0.36%
-$134,305.07 
LPX Louisiana-Pacific Corporation
-0.34%
-$53,377.75 
GS The Goldman Sachs Group, Inc.
-0.31%
-$69,710.7 
FTV Fortive Corporation
-0.31%
-$1,314.04 
PH Parker-Hannifin Corporation
-0.28%
-$120,465.58 
PHM PulteGroup Inc.
-0.28%
-$13,376.97 
XYZ Block, Inc.
-0.25%
-$37,338.97 
RANI Rani Therapeutics Holdings Inc.
-0.25%
-$4,658.87 
SFM Sprouts Farmers Market, Inc.
-0.22%
-$37,972.8 
ASML ASML Holding N.V. New York Registry Shares
-0.21%
-$2,020.81 
SWKS Skyworks Solutions Inc.
-0.2%
-$5,861.1 
TNGX Tango Therapeutics Inc.
-0.2%
-$20,745.1 
MLTX MoonLake Immunotherapeutics
-0.18%
-$4,846.71 
XLF Financial Select Sector SPDR Fund
-0.17%
-$27,248.5 
LCLN Lincoln International Inc.
-0.16%
-$1,500 
TFX Teleflex Incorporated
-0.15%
-$10,541.4 
FLG Flagstar Bank, National Association
-0.14%
-$44,075.9 
BJ BJ's Wholesale Club Holdings, Inc.
-0.13%
-$7,080 
IEX IDEX Corporation
-0.08%
-$28,641.93 
COST Costco Wholesale Corporation
-0.08%
-$1,959.01 
JPM JPMorgan Chase & Co.
-0.07%
-$68,843.67 
NVDA NVIDIA Corporation
-0.06%
-$3,521.7 
ITW Illinois Tool Works Inc.
-0.06%
-$1,382.86 
ROL Rollins, Inc.
-0.06%
-$1,858.64 
CHD Church & Dwight Co., Inc.
-0.02%
-$1,125.42 
CCJ Cameco Corporation
-0.01%
-$261.46 
XPO XPO Inc.
-0.01%
-$845.89 Events
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Dividends
Dividend Analysis
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| Trades 772 | Longs Won 427/772 55% | Profit Factor 2.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.83M |
| Average Win $1.78M | Best Trade (Jun 30) $60.46M | Sharpe Ratio -5.96 |
| Average Loss -$963,262.4 | Worst Trade (Aug 21) -$22M | Z-Score 1.45 (85.2%) |
| Commissions $0 | Avg. Trade Length 3m 3w 1d | Expectancy $555,436.25 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,663 | 3,297 | 2,930 | 2,564 | 2,198 | 1,832 | 1,465 | 1,099 | 733 | 366 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 1.37M | $23.62M | $20.33M | - | -$3.29M | -13.93% | -1.527% |
| ABBV AbbVie Inc. | 67,093 | $16.88M | $16.74M | - | -$146,262.55 | -0.87% | -0.542% |
| ABVX Abivax SA ADR | 40,000 | $5.33M | $4.76M | - | -$572,000 | -10.73% | -2.05% |
| ACAAU Averin Capital Acquisition Corp. | 231,236 | $2.31M | $2.33M | - | $18,498.88 | 0.8% | 0.0 |
| ACAD Acadia Pharmaceuticals Inc. | 117,318 | $2.97M | $3.31M | - | $344,915.32 | 11.62% | -0.493% |
| ACMR Acm Research Inc. | 17,732 | $697,754.21 | $1.43M | - | $728,253.23 | 104.37% | -0.948% |
| ADP Automatic Data Processing Inc. | 9,068 | $2.03M | $2.48M | - | $444,422.19 | 21.88% | -1.184% |
| AERO Aero Grow International, Inc. | 120,936 | $2.66M | $1.9M | - | -$751,012.56 | -28.28% | -0.631% |
| AGL Agilon Health Inc. | 49,741 | $5.73M | $4.82M | - | -$907,773.25 | -15.85% | +8.999% |
| AIT Applied Industrial Technologies Inc. | 10,508 | $3.55M | $3.8M | - | $250,090.71 | 7.04% | +1.211% |
| ALGT Allegiant Travel Company | 77,562 | $8.05M | $6.65M | - | -$1.4M | -17.4% | -0.81% |
| ALNY Alnylam Pharmaceuticals Inc | 110,261 | $33.19M | $25.21M | - | -$7.98M | -24.04% | +0.674% |
| AME Ametek Inc. | 128,842 | $29.86M | $32.83M | - | $2.97M | 9.95% | -0.558% |
| AMZN Amazon.com Inc | 33,752 | $7.03M | $8.86M | - | $1.84M | 26.11% | -0.935% |
| ANET Arista Networks, Inc. | 5,266 | $894,588 | $1.05M | - | $152,398.17 | 17.04% | -2.357% |
| ANF Abercrombie & Fitch Co. | 7,875 | $708,829 | $851,523.75 | - | $142,694.75 | 20.13% | -0.634% |
| APH Amphenol Corporation | 11,530 | $1.02M | $963,389.15 | - | -$53,095.65 | -5.22% | +0.821% |
| APP AppLovin Corporation Class A Common Stock | 419 | $215,881 | $132,169.36 | - | -$83,711.64 | -38.78% | +0.886% |
| AR Antero Resources Corporation | 43,398 | $1.53M | $1.62M | - | $96,777.26 | 6.35% | +1.494% |
| ARES Ares Management Corporation | 113,039 | $12.74M | $16.28M | - | $3.54M | 27.81% | -3.633% |
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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 Scott Schroeder?
The largest contributions to the portfolio's profits come from the following stocks: Acm Research Inc - $60.46M, Vishay Intertechnology Inc - $47.67M, Applied Materials, Inc - $18.57M, BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $18.12M, 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 $17.15M earned over time. The largest contributors to dividend income include BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027 - $1.39M, TPG Inc - $1.23M, Novo Nordisk A/S Sponsored ADR - $925,820.07, The PNC Financial Services Group, Inc - $736,101.7, and Morgan Stanley - $715,254.85. 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.
