DS
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:
24.75%
Gain -0.01%
Monthly
0.79%
Yearly
9.88%
Drawdown
16.61%
$467.14M
Equity
Holdings
$467.14M
Investment
$353.28M
$130.37M
Profit -$26,895.31
Realized
$16M
Unrealized
$114.37M
Dividends
$9.51M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$26,895.31
Win %
88%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$26,895.31
Win %
88%
This Month
Compared to last month
Gain
-1.46%
Profit
-$6.89M
Win %
88%
This Year
Compared to last year
Gain
4.64%
Profit
$25.03M
Win %
87%
AMD Advanced Micro Devices, Inc.
+4.73%
+$134,627.76 
AMAT Applied Materials, Inc.
+2.64%
+$11,585.72 
GS The Goldman Sachs Group, Inc.
+2.62%
+$10,735.56 
JPM JPMorgan Chase & Co.
+2.31%
+$15,978.32 
TSLA Tesla, Inc.
+1.82%
+$27,358.24 
UNP Union Pacific Corporation
+1.65%
+$146,182.99 
TPR Tapestry Inc.
+1.4%
+$158,620.14 
POOL Pool Corporation
+1.38%
+$20,210.68 
SPGI S&P Global Inc.
+1.35%
+$12,627.19 
SBSW Sibanye Stillwater Ltd - ADR
+1.23%
+$1,206 
IWN iShares Russell 2000 Value ETF
+1.17%
+$71,139.6 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$114,969.2 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$9,047.11 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$153,514.42 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$56,906.07 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.09%
+$118,345.8 
JNJ Johnson & Johnson
+1.07%
+$4,112.26 
V Visa Inc. Class A
+1.05%
+$4,405.49 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$19,915.47 
SCHH Schwab U.S. REIT ETF
+1%
+$2,428.56 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.99%
+$2,438.7 
VO Vanguard Mid-Cap ETF
+0.97%
+$23,186.15 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$8,979.73 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$7,658.2 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$5,182.98 
VTV Vanguard Value ETF
+0.94%
+$52,432.7 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$5,319 
VNQ Vanguard Real Estate ETF
+0.92%
+$3,200.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$96,525.63 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$4,058.92 
IWM iShares Russell 2000 ETF
+0.87%
+$2,100.59 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$41,804.38 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$14,067.9 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$4,965.54 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$29,598.6 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$30,848.25 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.82%
+$20,075.32 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$4,595.19 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.79%
+$17,057.74 
SLV iShares Silver Trust
+0.77%
+$1,927.47 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$40,340.11 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$19,023.75 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$6,646.98 
CVX Chevron Corporation
+0.75%
+$2,108.38 
SBUX Starbucks Corporation
+0.74%
+$2,220.72 
MO Altria Group, Inc.
+0.74%
+$1,990.15 
HD The Home Depot, Inc.
+0.73%
+$1,654.1 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$2,390.21 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$24,570.72 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$8,024.41 
MA Mastercard Incorporated
+0.71%
+$7,887.31 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$25,116.14 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$7,488.25 
VB Vanguard Small-Cap ETF
+0.7%
+$4,358.94 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$72,541.98 
COST Costco Wholesale Corporation
+0.68%
+$1,978.01 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,219.35 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$35,159.1 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$19,254 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$4,030.13 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$117,241.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$2,537.04 
VGT Vanguard Information Technology ETF
+0.58%
+$4,411.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$53,947.28 
IVV iShares Core S&P 500 ETF
+0.55%
+$146,197.84 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,332.46 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$11,503.14 
GOOGL Alphabet Inc
+0.53%
+$12,457.02 
SCHK Schwab 1000 Index ETF
+0.53%
+$2,431.24 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$11,390.98 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$1,389.96 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$93,254.84 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$2,230.02 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$5,670.4 
GOOG Alphabet Inc
+0.45%
+$5,513.6 
WMT Walmart Inc.
+0.45%
+$2,620.08 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$7,234.78 
BKE Buckle Inc.
+0.42%
+$11,673.53 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.41%
+$12,859.68 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$59,418.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$10,926 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$4,758.36 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$3,387.6 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$12,643.21 
SCHF Schwab International Equity ETF
+0.29%
+$17,949.52 
XOM Exxon Mobil Corporation
+0.28%
+$623.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$11,211.54 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$2,493.54 
VGK Vanguard FTSE Europe ETF
+0.18%
+$3,478.56 
VUG Vanguard Growth ETF
+0.18%
+$137,754.9 
NVDA NVIDIA Corporation
+0.16%
+$4,268.48 
BINC iShares Flexible Income Active ETF
+0.13%
+$742.98 
PH Parker-Hannifin Corporation
+0.12%
+$337.43 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$2,216.88 
MSFT Microsoft Corp.
+0.1%
+$2,201.54 
GLD SPDR Gold Shares
+0.06%
+$152.46 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$4,808.72 
TJX The TJX Companies, Inc.
+0.04%
+$111.09 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$5,718.88 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$108.68 
MCD McDonald's Corporation
+0.01%
+$29.29 
BOMN Boston Omaha Corporation
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
PRE
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$6,260.79 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$3,924.97 
AAPL Apple Inc.
-1.52%
-$88,753.5 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$8,778.48 
AMZN Amazon.com Inc
-1.23%
-$33,045.33 
NFLX Netflix, Inc.
-1.14%
-$2,912.76 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$2,297.25 
MLPA Global X MLP ETF
-0.93%
-$8,729.5 
AVGO Broadcom Inc.
-0.91%
-$11,483.51 
ISRG Intuitive Surgical, Inc.
-0.45%
-$864.8 
META Meta Platforms Inc Class A
-0.26%
-$6,541 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$422.51 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$752.96 
EVTR Eaton Vance Total Return Fund
-0.16%
-$18,869.68 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$3,238.65 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$589.2 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$361.13 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,941.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$340.56 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$2,403.85 
MUB iShares National Muni Bond ETF
-0.01%
-$90.42 Events
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Dividends
Dividend Analysis
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| Trades 950 | Longs Won 829/950 87% | Profit Factor 43.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $631,258.33 |
| Average Win $161,364.74 | Best Trade (Jun 14) $14.09M | Sharpe Ratio -7.82 |
| Average Loss -$25,484.14 | Worst Trade (Jun 14) -$821,433.69 | Z-Score 56.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 6d | Expectancy $137,232.23 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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Returns
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Option values are updated at end of day.
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