David Stevens Portfolio
Invests via Stevens Capital Partners | Managed by David Stevens, Acha Keyani
Invests via Stevens Capital Partners
Managed by David Stevens, Acha Keyani
Automatically Tracked
David Stevens Profile
With extensive experience in the technology sector, David Stevens has played pivotal roles in multiple startups, guiding them from initial concept to market launch. His entrepreneurial journey highlights a unique ability to innovate and adapt within fast-paced environments. As a key founder, he focuses on creating solutions that bridge gaps between consumer needs and technological capabilities. This background positions him as an influential figure in the investment landscape where tech-driven ventures are reshaping industries. Currently engaged with various early-stage companies, his insights contribute significantly to capital allocation decisions and strategic planning processes.
With extensive experience in the technology sector, David Stevens has played pivotal roles in multiple startups, guiding them from initial concept to market launch. His entrepreneurial journey highlights a unique ability to innovate and adapt within fast-paced environments. As a key founder, he focuses on creating solutions that bridge gaps between consumer needs and technological capabilities. This background positions him as an influential figure in the investment landscape where tech-driven ventures are reshaping industries. Currently engaged with various early-stage companies, his insights contribute significantly to capital allocation decisions and strategic planning processes.
Investment Philosophy & Strategy
Opportunity identification drives David Stevens' investment strategy as he leverages his extensive experience in the technology sector. His focus on early-stage companies reflects a commitment to fostering innovation that addresses consumer pain points with cutting-edge solutions. By championing startups through operational guidance and market insights, he ensures effective execution from conception to growth phases. This dynamic approach allows him to not only recognize transformative opportunities but also craft strategies that align capital deployment with sustainable competitive advantages in evolving markets.
Opportunity identification drives David Stevens' investment strategy as he leverages his extensive experience in the technology sector. His focus on early-stage companies reflects a commitment to fostering innovation that addresses consumer pain points with cutting-edge solutions. By championing startups through operational guidance and market insights, he ensures effective execution from conception to growth phases. This dynamic approach allows him to not only recognize transformative opportunities but also craft strategies that align capital deployment with sustainable competitive advantages in evolving markets.
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:
99%
Gain -0.65%
Monthly
1.88%
Yearly
25%
Drawdown
25.56%
$526.31M
Equity
Holdings
$526.31M
Investment
$412.34M
$135.35M
Profit -$1.66M
Realized
$21.38M
Unrealized
$113.97M
Dividends
$11.21M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$1.66M
Win %
83%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$1.66M
Win %
83%
This Month
Compared to last month
Gain
-0.99%
Profit
-$5.24M
Win %
83%
This Year
Compared to last year
Gain
-1.25%
Profit
-$4.58M
Win %
81%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$55,395.52 
PLTR Palantir Technologies Inc.
+4.13%
+$16,045.02 
GOOGL Alphabet Inc
+3.08%
+$81,160.56 
GOOG Alphabet Inc
+2.97%
+$46,048.55 
META Meta Platforms Inc Class A
+2.91%
+$97,181.48 
WFG West Fraser Timber Co. Ltd.
+2.58%
+$8,900 
ISRG Intuitive Surgical, Inc.
+2.38%
+$5,472.48 
MSFT Microsoft Corp.
+2.27%
+$77,256.3 
WMT Walmart Inc.
+2.27%
+$12,402.72 
T AT&T Inc.
+2.07%
+$63,685.56 
LLY Eli Lilly and Company
+2.04%
+$11,372.73 
MCD McDonald's Corporation
+1.96%
+$3,794.4 
SPGI S&P Global Inc.
+1.85%
+$17,761.2 
ABBV AbbVie Inc.
+1.73%
+$4,546.56 
PM Philip Morris International Inc.
+1.7%
+$4,247.64 
COST Costco Wholesale Corporation
+1.58%
+$5,951.1 
VZ Verizon Communications Inc.
+1.4%
+$19,080.54 
UNH UnitedHealth Group Incorporated
+1.32%
+$2,838.49 
LMT Lockheed Martin Corporation
+1.14%
+$2,511.6 
KO The Coca-Cola Company
+1.1%
+$24,040.48 
V Visa Inc. Class A
+1.05%
+$6,301.1 
HD The Home Depot, Inc.
+1%
+$2,793.37 
BOC Boston Omaha Corporation
+0.7%
+$34,534.97 
VXX iPath Series B S&P 500 VIX Short-Term Futures ETN
+0.69%
+$1,375 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$69,209.49 
MA Mastercard Incorporated
+0.61%
+$8,352.44 
JNJ Johnson & Johnson
+0.58%
+$3,113.57 
AAPL Apple Inc.
+0.54%
+$42,852.84 
MRK Merck & Co., Inc.
+0.44%
+$1,076.69 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$7,357.9 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$3,309.04 
SBUX Starbucks Corporation
+0.35%
+$1,078.47 
UNP Union Pacific Corporation
+0.18%
+$18,135.36 
TJX The TJX Companies, Inc.
+0.12%
+$253.21 
FLCO Franklin Investment Grade Corporate ETF
+0.03%
+$69.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$44.76 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.48 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 PRE
PRE
0%
$0 
GEV GE Vernova Inc.
-8.66%
-$25,947.71 
LRCX Lam Research Corporation
-7.91%
-$16,213.2 
AMAT Applied Materials, Inc.
-6.73%
-$31,068.02 
MRVL Marvell Technology, Inc.
-6.65%
-$11,126.9 
KLAC KLA Corporation
-6.58%
-$8,636.76 
INTC Intel Corporation
-5.3%
-$17,630.56 
SBSW Sibanye Stillwater Ltd - ADR
-5.26%
-$6,831 
AVGO Broadcom Inc.
-4.79%
-$86,045.71 
MU Micron Technology, Inc.
-4.76%
-$32,253.66 
SMH VanEck Semiconductor ETF
-4.52%
-$12,366.52 
CAT Caterpillar Inc.
-4.15%
-$9,313.26 
GS The Goldman Sachs Group, Inc.
-3.97%
-$19,340.99 
AMD Advanced Micro Devices, Inc.
-3.9%
-$122,823.5 
UTG Reaves Utility Income Fund
-3.29%
-$69,873.78 
NVDA NVIDIA Corporation
-2.85%
-$138,724.97 
PH Parker-Hannifin Corporation
-2.5%
-$7,901.6 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$77,324.94 
GE General Electric Company
-1.98%
-$3,453.96 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$68,866.7 
JPM JPMorgan Chase & Co.
-1.72%
-$43,704.59 
SLV iShares Silver Trust
-1.69%
-$3,920.98 
EMN Eastman Chemical Company
-1.67%
-$5,699.97 
CSCO Cisco Systems, Inc.
-1.65%
-$3,470.6 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$6,026.34 
TSLA Tesla, Inc.
-1.4%
-$23,475.2 
GLD SPDR Gold Shares
-1.35%
-$3,731.8 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$30,003.54 
VGT Vanguard Information Technology ETF
-1.24%
-$9,431.95 
AMZN Amazon.com Inc
-1.22%
-$41,906.44 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.21%
-$4,230.65 
XAR SPDR S&P Aerospace & Defense ETF
-1.2%
-$2,628.48 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$5,347.93 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$44,983.57 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$14,352.44 
SCHE Schwab Emerging Markets Equity ETF
-1.15%
-$68,810.48 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$2,998.38 
SCHF Schwab International Equity ETF
-1.1%
-$99,692.9 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$46,564.1 
SCHC Schwab International Small-Cap Equity ETF
-1.05%
-$18,439.85 
NI NiSource Inc.
-1.03%
-$6,019.7 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$15,312.5 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$95,751.18 
CVX Chevron Corporation
-0.94%
-$3,505.44 
XOM Exxon Mobil Corporation
-0.85%
-$3,248.98 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$54,143.7 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$9,348.98 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$28,514.48 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$27,532.98 
MLPA Global X MLP ETF
-0.82%
-$6,691.86 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.79%
-$28,822.17 
VGK Vanguard FTSE Europe ETF
-0.73%
-$28,042.08 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$16,156.63 
DSU BlackRock Debt Strategies Fund Inc.
-0.7%
-$650 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$8,949.57 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$110,655.2 
FITB Fifth Third Bancorp
-0.63%
-$3,522.11 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$56,421.24 
BKE Buckle Inc.
-0.61%
-$15,361.5 
ET Energy Transfer L.P.
-0.58%
-$1,250 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$6,664.35 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$4,570.74 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,774.08 
IYW iShares U.S. Technology ETF
-0.56%
-$1,810.31 
IUSG iShares Core S&P U.S. Growth ETF
-0.55%
-$82,058.55 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.55%
-$11,962.76 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$1,284 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$7,577.32 
POOL Pool Corporation
-0.54%
-$12,933.51 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$13,687.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$16,383 
VBK Vanguard Small-Cap Growth ETF
-0.47%
-$6,397.55 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.46%
-$10,117.18 
VTV Vanguard Value ETF
-0.46%
-$34,308.27 
VO Vanguard Mid-Cap ETF
-0.43%
-$10,721.55 
FDVV Fidelity High Dividend ETF
-0.42%
-$3,086.72 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$7,544.16 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$62,421.06 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
-0.38%
-$1,430 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.36%
-$7,889.97 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$18,509.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$14,265.89 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$4,276.14 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$1,740.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$70,477.65 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$8,072.76 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,786.52 
SCHK Schwab 1000 Index ETF
-0.33%
-$996 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$34,995.75 
IVV iShares Core S&P 500 ETF
-0.32%
-$100,039.91 
VB Vanguard Small-Cap ETF
-0.32%
-$2,153.9 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$60,643.68 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$1,178.8 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.28%
-$37,782.42 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$1,340.75 
TPR Tapestry Inc.
-0.2%
-$18,372.53 
IWM iShares Russell 2000 ETF
-0.19%
-$430.01 
VUG Vanguard Growth ETF
-0.16%
-$119,964.41 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$523.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$7,570.44 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$8,840.7 
BINC iShares Flexible Income Active ETF
-0.13%
-$594.68 
OKE ONEOK, Inc.
-0.12%
-$610.32 
JPIE JPMorgan Income ETF
-0.12%
-$295.17 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.12%
-$19,659.45 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$760.12 
EVTR Eaton Vance Total Return Fund
-0.09%
-$11,984.99 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.07%
-$128.98 
MUB iShares National Muni Bond ETF
-0.05%
-$245.03 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$108.48 
IWN iShares Russell 2000 Value ETF
-0.04%
-$2,739.33 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$85.54 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$42.56 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$175.29 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$1,527 
FBND Fidelity Total Bond ETF
-0.01%
-$27.96 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$122.28 Events
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Dividends
Dividend Analysis
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| Trades 1103 | Longs Won 913/1103 82% | Profit Factor 23.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $553,085.91 |
| Average Win $154,857.24 | Best Trade (Aug 14) $12.02M | Sharpe Ratio -11.54 |
| Average Loss -$31,747.7 | Worst Trade (Sep 14) -$1.13M | Z-Score 38.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $122,713.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,940 | $5.35M | $8M | - | $2.64M | 49.37% | +0.539% |
| ABBV AbbVie Inc. | 1,024 | $257,670 | $267,837.44 | - | $10,167.44 | 3.95% | +1.727% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,128 | $209,174.6 | $204,202.88 | - | -$4,971.72 | -2.38% | -0.021% |
| AMAT Applied Materials, Inc. | 1,011 | $428,741.21 | $430,443.36 | - | $1,702.15 | 0.4% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 6,100 | $1.35M | $3.03M | - | $1.68M | 124.86% | -3.901% |
| AMZN Amazon.com Inc | 13,346 | $2.43M | $3.39M | - | $955,786.48 | 39.34% | -1.223% |
| AVGO Broadcom Inc. | 4,968 | $1.68M | $1.71M | - | $35,795.4 | 2.14% | -4.785% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,368 | $372,059.69 | $418,137.2 | - | $46,077.51 | 12.38% | -0.281% |
| BINC iShares Flexible Income Active ETF | 9,149 | $483,531.05 | $468,566.03 | - | -$14,965.02 | -3.09% | -0.127% |
| BKE Buckle Inc. | 61,446 | $3.6M | $2.49M | - | -$1.12M | -31.04% | -0.614% |
| BND Vanguard Total Bond Market Index Fund | 11,686 | $859,738.98 | $832,101.63 | - | -$27,637.35 | -3.21% | -0.021% |
| BOC Boston Omaha Corporation | 363,526 | $4.73M | $4.97M | - | $241,867.89 | 5.12% | +0.7% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 2,712 | $250,032 | $240,825.6 | - | -$9,206.4 | -3.68% | -0.045% |
| BRK-B Berkshire Hathaway Inc. | 7,510 | $3M | $3.76M | - | $768,023.25 | 25.64% | -1.797% |
| CAT Caterpillar Inc. | 274 | $291,675 | $214,974.92 | - | -$76,700.08 | -26.3% | -4.152% |
| COST Costco Wholesale Corporation | 415 | $374,715.19 | $381,430.65 | - | $6,715.46 | 1.79% | +1.585% |
| CRWD CrowdStrike Holdings, Inc. | 1,868 | $356,055.74 | $441,585.86 | - | $85,530.12 | 24.02% | +14.344% |
| CSCO Cisco Systems, Inc. | 1,876 | $220,342 | $206,885.28 | - | -$13,456.72 | -6.11% | -1.65% |
| CVX Chevron Corporation | 1,744 | $355,965.16 | $369,815.2 | - | $13,850.04 | 3.89% | -0.939% |
| DFAS Dimensional U.S. Small Cap ETF | 24,336 | $1.55M | $1.95M | - | $401,837.52 | 25.92% | -0.385% |
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FAQ
Which stocks have generated the highest profits for David Stevens?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $8.01M, iShares Core S&P U.S. Value ETF - $2.63M, Vanguard Value ETF - $2.57M, SPDR Portfolio S&P 500 Value ETF - $2.4M, and iShares Core S&P U.S. Growth ETF - $2.33M. 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: Netflix, Inc - $93,416.2, Intel Corporation - $75,998.86, Booking Holdings Inc - $55,835.5, Palantir Technologies Inc - $36,513.36, and Alphabet Inc - $8,249.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Stevens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.21M earned over time. The largest contributors to dividend income include Vanguard Growth ETF - $788,766.56, Vanguard Value ETF - $761,766.99, iShares Core S&P 500 ETF - $692,264.47, iShares Core S&P Total U.S. Stock Market ETF - $612,851.22, and Eaton Vance Total Return Fund - $598,171.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Stevens's monthly returns?
David Stevens'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 David Stevens's strategy be considered aggressive or moderate?
David Stevens'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 David Stevens's strategy?
David Stevens'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.
