Stuart E. Greenfield Portfolio
Invests via Greenfield Seitz Capital Management LLC | Managed by Stuart E. Greenfield, Yancey T. Seitz
Invests via Greenfield Seitz Capital Management LLC
Managed by Stuart E. Greenfield, Yancey T. Seitz
Automatically Tracked
Seasoned investor and executive focused on private markets, corporate finance and strategic advisory. Stuart E. Greenfield has held senior roles in investment management and corporate development, advising on capital raises, M&A and portfolio optimization. Market-relevant strengths include deal sourcing, portfolio construction and governance; works with institutional LPs and corporate clients.
Seasoned investor and executive focused on private markets, corporate finance and strategic advisory. Stuart E. Greenfield has held senior roles in investment management and corporate development, advising on capital raises, M&A and portfolio optimization. Market-relevant strengths include deal sourcing, portfolio construction and governance; works with institutional LPs and corporate clients.
Investment Philosophy & Strategy
Combines private markets expertise with corporate-finance rigor to favor concentrated, value-enhancing minority and control investments across mid-market companies. Prioritizes business-model durability, strong management alignment and clear pathways to operational improvement and exit. Allocation favors illiquid, multi-year positions sourced through direct relationships and strategic advisory channels; underwriting emphasizes cash-flow-centric valuation, governance levers and staged capital deployment to manage downside. Decision-making blends quantitative financial due diligence with hands-on operational plans, seeking asymmetric returns through active portfolio construction and disciplined risk controls.
Combines private markets expertise with corporate-finance rigor to favor concentrated, value-enhancing minority and control investments across mid-market companies. Prioritizes business-model durability, strong management alignment and clear pathways to operational improvement and exit. Allocation favors illiquid, multi-year positions sourced through direct relationships and strategic advisory channels; underwriting emphasizes cash-flow-centric valuation, governance levers and staged capital deployment to manage downside. Decision-making blends quantitative financial due diligence with hands-on operational plans, seeking asymmetric returns through active portfolio construction and disciplined risk controls.
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:
46.39%
Gain +1.01%
Monthly
1.2%
Yearly
15.37%
Drawdown
21.98%
$363.65M
Equity
Holdings
$363.65M
Investment
$270.58M
$108.93M
Profit +$3.13M
Realized
$15.85M
Unrealized
$93.07M
Dividends
$14.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$3.13M
Win %
72%
This Week
Compared To Last Week
Gain
0.87%
Profit
$3.13M
Win %
72%
This Month
Compared to last month
Gain
4.62%
Profit
$16.06M
Win %
72%
This Year
Compared to last year
Gain
8.5%
Profit
$28.49M
Win %
69%
ANET Arista Networks, Inc.
+6.39%
+$290,848.57 
MU Micron Technology, Inc.
+4.92%
+$70,998.13 
AMAT Applied Materials, Inc.
+4.29%
+$13,524.02 
EXPD Expeditors International of Washington, Inc.
+4.1%
+$301,231.51 
SJT San Juan Basin Royalty Trust
+4.07%
+$5,841 
NVDA NVIDIA Corporation
+3.03%
+$493,498.44 
B BARRICK MINING CORP Common Stock (ABR0)
+2.74%
+$306,772.4 
WMT Walmart Inc.
+2.43%
+$12,375 
VEEV Veeva Systems Inc.
+2.08%
+$40,632.98 
FHN First Horizon Corporation
+1.77%
+$27,168.75 
TD The Toronto-Dominion Bank
+1.6%
+$31,109.84 
DXCM DexCom, Inc.
+1.42%
+$20,507.96 
IDA Idacorp Inc.
+1.28%
+$4,107.62 
SJM The J.M. Smucker Company
+1.24%
+$5,817.4 
CFR Cullen/Frost Bankers Inc.
+1.21%
+$106,982.29 
VGT Vanguard Information Technology ETF
+1.19%
+$6,406.4 
CVE Cenovus Energy Inc.
+1.11%
+$454,753.2 
COP ConocoPhillips
+1.1%
+$10,529.4 
OKE ONEOK, Inc.
+1.04%
+$48,616.25 
PHYS Sprott Physical Gold Trust
+0.96%
+$48,215.36 
SU Suncor Energy Inc.
+0.95%
+$113,800.8 
JPM JPMorgan Chase & Co.
+0.87%
+$6,534.32 
KMI Kinder Morgan, Inc.
+0.79%
+$38,725 
CMI Cummins Inc.
+0.77%
+$47,412.11 
SO The Southern Company
+0.65%
+$1,362 
RJF Raymond James Financial Inc.
+0.64%
+$57,083.4 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$30,166.9 
PSLV Sprott Physical Silver Trust
+0.56%
+$6,244.08 
PSX Phillips 66
+0.54%
+$2,310.68 
NEM Newmont Corporation
+0.54%
+$17,640 
OZK Bank OZK
+0.52%
+$8,053.29 
RMD ResMed Inc.
+0.52%
+$56,737.92 
FCX Freeport-McMoRan Inc.
+0.51%
+$2,432.5 
SBR Sabine Royalty Trust
+0.47%
+$7,854 
JNJ Johnson & Johnson
+0.41%
+$2,332.02 
SNY Sanofi American Depositary Receipt
+0.34%
+$1,078.95 
DE Deere & Company
+0.29%
+$686.14 
IVV iShares Core S&P 500 ETF
+0.25%
+$531.17 
PEP PepsiCo, Inc.
+0.21%
+$778.07 
ETN Eaton Corporation plc
+0.15%
+$18,660.95 
EXR Extra Space Storage Inc.
+0.14%
+$407.82 
REGN Regeneron Pharmaceuticals, Inc.
+0.12%
+$3,043.26 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$83.02 
URNM Sprott Uranium Miners ETF
+0.04%
+$2,117.6 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,575.74 
ISRG Intuitive Surgical, Inc.
+0.01%
+$565.9 
EA Electronic Arts Inc.
0%
$0 
TPL Texas Pacific Land Corporation
-6.08%
-$30,902.4 
UBER Uber Technologies, Inc.
-4.05%
-$269,587.68 
SII Sprott Inc.
-3.96%
-$100,485.36 
LULU lululemon athletica inc.
-3.77%
-$40,645.5 
CGNX Cognex Corporation
-3.54%
-$78,228.4 
HD The Home Depot, Inc.
-3.12%
-$15,514.23 
IDXX IDEXX Laboratories, Inc.
-2.74%
-$78,148.01 
ZTS Zoetis Inc.
-2.4%
-$50,343.34 
ALC Alcon Inc.
-2.35%
-$19,225.74 
LIN Linde plc
-2.26%
-$77,555.7 
MSFT Microsoft Corp.
-2.26%
-$9,547.82 
GNTX Gentex Corporation
-2.21%
-$28,417.54 
ALK Alaska Air Group Inc.
-2.13%
-$16,789 
SLB Schlumberger Limited
-1.99%
-$8,569.63 
MCHP Microchip Technology Incorporated
-1.95%
-$143,996.19 
RIG Transocean Ltd.
-1.89%
-$1,746.25 
CSL Carlisle Companies Inc.
-1.89%
-$108,537.3 
ADBE Adobe Inc.
-1.88%
-$80,317.12 
HIMS Hims & Hers Health, Inc.
-1.77%
-$198,903.06 
ULTA Ulta Beauty Inc.
-1.75%
-$33,838.35 
NVO Novo Nordisk A/S Sponsored ADR
-1.65%
-$95,777.76 
TXN Texas Instruments Inc
-1.65%
-$76,794.58 
TYL Tyler Technologies Inc.
-1.64%
-$17,811.36 
SLI Standard Lithium Ltd.
-1.63%
-$1,848 
APA APA Corporation
-1.6%
-$99,078.2 
CHD Church & Dwight Co., Inc.
-1.5%
-$63,053.76 
NVS Novartis AG Sponsored ADR
-1.48%
-$76,998.96 
ROST Ross Stores, Inc.
-1.41%
-$44,774.12 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$3,204.16 
URI United Rentals, Inc.
-1.25%
-$8,888.36 
LUV Southwest Airlines Co.
-1.19%
-$21,744.72 
WY Weyerhaeuser Company
-1.04%
-$6,444.36 
UAL United Airlines Holdings, Inc.
-0.94%
-$1,962.31 
V Visa Inc. Class A
-0.94%
-$2,839.01 
AR Antero Resources Corporation
-0.93%
-$127,957.9 
AAPL Apple Inc.
-0.87%
-$14,289.52 
TM Toyota Motor Corporation
-0.84%
-$16,019.3 
SNA Snap-on Inc.
-0.81%
-$10,223.74 
MBLY Mobileye Global Inc.
-0.79%
-$2,124.15 
HDB HDFC Bank Limited ADR
-0.77%
-$18,914.58 
PAYX Paychex Inc.
-0.77%
-$61,013.58 
ADP Automatic Data Processing Inc.
-0.65%
-$11,436.45 
ABBV AbbVie Inc.
-0.53%
-$4,551.28 
BRO Brown & Brown Inc.
-0.53%
-$4,028 
DAL Delta Air Lines, Inc.
-0.53%
-$1,440 
RDY Dr. Reddy's Laboratories Ltd.
-0.48%
-$2,580 
OVV Ovintiv Inc.
-0.39%
-$2,955.75 
CZR Caesars Entertainment, Inc.
-0.37%
-$2,170.08 
FAST Fastenal Co.
-0.3%
-$19,381.44 
DIS The Walt Disney Company
-0.3%
-$2,824.41 
AFL Aflac Inc.
-0.28%
-$2,040 
SYK Stryker Corporation
-0.27%
-$3,238.27 
WM Waste Management, Inc.
-0.23%
-$500.33 
GOOG Alphabet Inc
-0.18%
-$5,501.16 
EOG EOG Resources, Inc.
-0.18%
-$12,891.6 
SCL Stepan Company
-0.17%
-$883.1 
USL United States 12 Month Oil Fund, LP
-0.04%
-$405.4 
NDSN Nordson Corporation
-0.03%
-$605.84 
CVX Chevron Corporation
-0.03%
-$264.6 
XOM Exxon Mobil Corporation
-0.03%
-$2,253.35 Events
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Dividends
Dividend Analysis
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| Trades 956 | Longs Won 620/956 64% | Profit Factor 5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $834,167.01 |
| Average Win $219,646.79 | Best Trade (Aug 19) $17.68M | Sharpe Ratio -10.24 |
| Average Loss -$81,115.75 | Worst Trade (Sep 01) -$3.79M | Z-Score 8.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 2d | Expectancy $113,939.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,484 | 4,036 | 3,587 | 3,139 | 2,691 | 2,242 | 1,794 | 1,345 | 897 | 448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,372 | $1.07M | $1.62M | - | $549,821.76 | 51.2% | -0.872% |
| ABBV AbbVie Inc. | 3,422 | $660,095.6 | $851,256.69 | - | $191,161.09 | 28.96% | -0.532% |
| ADBE Adobe Inc. | 16,193 | $6.61M | $4.19M | - | -$2.42M | -36.59% | -1.881% |
| ADP Automatic Data Processing Inc. | 6,498 | $1.53M | $1.75M | - | $221,181.28 | 14.47% | -0.649% |
| AFL Aflac Inc. | 6,000 | $495,000 | $724,380 | - | $229,380 | 46.34% | -0.281% |
| ALC Alcon Inc. | 10,862 | $855,969.26 | $799,225.96 | - | -$56,743.3 | -6.63% | -2.349% |
| ALK Alaska Air Group Inc. | 16,300 | $643,489.43 | $772,131 | - | $128,641.57 | 19.99% | -2.128% |
| AMAT Applied Materials, Inc. | 600 | $205,074 | $328,890.01 | - | $123,816.01 | 60.38% | +4.288% |
| ANET Arista Networks, Inc. | 22,992 | $1.89M | $4.84M | - | $2.95M | 155.62% | +6.394% |
| APA APA Corporation | 152,428 | $3.96M | $6.09M | - | $2.13M | 53.67% | -1.6% |
| AR Antero Resources Corporation | 365,594 | $14.31M | $13.7M | - | -$610,474.27 | -4.27% | -0.925% |
| ASML ASML Holding N.V. New York Registry Shares | 2,822 | $3.29M | $5.11M | - | $1.81M | 55.04% | +0.594% |
| B BARRICK MINING CORP Common Stock (ABR0) | 278,884 | $9.23M | $11.5M | - | $2.27M | 24.58% | +2.741% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 78,787 | $7.23M | $7.21M | - | -$17,060.84 | -0.24% | +0.022% |
| BRK-B Berkshire Hathaway Inc. | 496 | $240,941.46 | $252,920.32 | - | $11,978.86 | 4.97% | -1.251% |
| BRO Brown & Brown Inc. | 10,600 | $753,766 | $753,236 | - | -$530 | -0.07% | -0.532% |
| CFR Cullen/Frost Bankers Inc. | 53,491 | $6.18M | $8.99M | - | $2.81M | 45.52% | +1.205% |
| CGNX Cognex Corporation | 35,080 | $1.45M | $2.13M | - | $678,062.12 | 46.76% | -3.545% |
| CHD Church & Dwight Co., Inc. | 40,944 | $3.89M | $4.15M | - | $259,980.88 | 6.69% | -1.498% |
| CMI Cummins Inc. | 9,676 | $2.39M | $6.17M | - | $3.78M | 158.44% | +0.774% |
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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 Stuart E. Greenfield?
The largest contributions to the portfolio's profits come from the following stocks: Hims & Hers Health, Inc - $6.88M, Cenovus Energy Inc - $2.14M, Sprott Inc - $2.05M, Suncor Energy Inc - $1.89M, and Newmont Corporation - $1.71M. 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: DexCom, Inc - $2.82M, Staar Surgical Company - $1.26M, Skyworks Solutions Inc - $875,205.01, Mobileye Global Inc - $667,260.6, and TSLQ - $381,649. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stuart E. Greenfield's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.51M earned over time. The largest contributors to dividend income include Cenovus Energy Inc - $1.84M, Suncor Energy Inc - $962,087.88, SPDR Bloomberg 1-3 Month T-Bill ETF - $880,042.82, Kinder Morgan, Inc - $626,897.94, and Paychex Inc - $579,289.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stuart E. Greenfield's monthly returns?
Stuart E. Greenfield'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 Stuart E. Greenfield's strategy be considered aggressive or moderate?
Stuart E. Greenfield'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 Stuart E. Greenfield's strategy?
Stuart E. Greenfield'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.
