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:
43.52%
Gain +0.55%
Monthly
1.08%
Yearly
13.83%
Drawdown
21.99%
$357.78M
Equity
Holdings
$357.78M
Investment
$270.58M
$103.05M
Profit +$1.72M
Realized
$15.85M
Unrealized
$87.2M
Dividends
$15.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.72M
Win %
66%
This Week
Compared To Last Week
Gain
0.45%
Profit
$1.6M
Win %
66%
This Month
Compared to last month
Gain
2.7%
Profit
$9.4M
Win %
66%
This Year
Compared to last year
Gain
6.75%
Profit
$22.61M
Win %
64%
VEEV Veeva Systems Inc.
+5.78%
+$141,679.9 
LULU lululemon athletica inc.
+5.58%
+$45,018.75 
DXCM DexCom, Inc.
+4.79%
+$64,511.26 
ZTS Zoetis Inc.
+4.75%
+$99,435.05 
BRO Brown & Brown Inc.
+4.72%
+$32,436 
ALC Alcon Inc.
+4.37%
+$30,304.98 
HIMS Hims & Hers Health, Inc.
+4.37%
+$445,690.19 
SYK Stryker Corporation
+4.25%
+$41,271.1 
HD The Home Depot, Inc.
+4.18%
+$17,325.35 
HDB HDFC Bank Limited ADR
+4.09%
+$97,199.93 
TYL Tyler Technologies Inc.
+3.97%
+$46,851.81 
B BARRICK MINING CORP Common Stock (ABR0)
+3.84%
+$416,931.58 
MCHP Microchip Technology Incorporated
+3.56%
+$231,032.3 
ADBE Adobe Inc.
+3.56%
+$138,612.24 
WM Waste Management, Inc.
+3.54%
+$7,202.72 
MBLY Mobileye Global Inc.
+3.36%
+$7,282.8 
LUV Southwest Airlines Co.
+3.34%
+$52,952.42 
NVO Novo Nordisk A/S Sponsored ADR
+3.32%
+$155,331.88 
IDXX IDEXX Laboratories, Inc.
+3.02%
+$77,855.95 
RMD ResMed Inc.
+3%
+$345,319.21 
NEM Newmont Corporation
+2.96%
+$92,400 
CSL Carlisle Companies Inc.
+2.93%
+$141,468.01 
URNM Sprott Uranium Miners ETF
+2.92%
+$131,301.79 
V Visa Inc. Class A
+2.91%
+$9,510.66 
ULTA Ulta Beauty Inc.
+2.81%
+$59,491.95 
UBER Uber Technologies, Inc.
+2.71%
+$159,378.88 
REGN Regeneron Pharmaceuticals, Inc.
+2.69%
+$64,338.85 
NVS Novartis AG Sponsored ADR
+2.67%
+$131,637.96 
WY Weyerhaeuser Company
+2.65%
+$12,393 
SJM The J.M. Smucker Company
+2.57%
+$12,557.56 
PSLV Sprott Physical Silver Trust
+2.41%
+$22,634.79 
EXR Extra Space Storage Inc.
+2.35%
+$6,117.3 
PAYX Paychex Inc.
+2.27%
+$161,390.76 
ISRG Intuitive Surgical, Inc.
+2.26%
+$134,363.74 
ADP Automatic Data Processing Inc.
+2.2%
+$40,027.62 
UAL United Airlines Holdings, Inc.
+2.04%
+$3,330.98 
TM Toyota Motor Corporation
+1.97%
+$37,244.54 
OZK Bank OZK
+1.95%
+$26,173.19 
ROST Ross Stores, Inc.
+1.94%
+$56,219.06 
DIS The Walt Disney Company
+1.9%
+$18,859.77 
GNTX Gentex Corporation
+1.88%
+$20,911.02 
ALK Alaska Air Group Inc.
+1.85%
+$10,758 
WMT Walmart Inc.
+1.78%
+$9,292.5 
TD The Toronto-Dominion Bank
+1.72%
+$32,392.72 
CFR Cullen/Frost Bankers Inc.
+1.72%
+$139,076.6 
SII Sprott Inc.
+1.6%
+$36,596.52 
RDY Dr. Reddy's Laboratories Ltd.
+1.53%
+$8,385 
PHYS Sprott Physical Gold Trust
+1.5%
+$70,062.95 
DAL Delta Air Lines, Inc.
+1.35%
+$3,105 
MSFT Microsoft Corp.
+1.34%
+$6,015.63 
FHN First Horizon Corporation
+1.3%
+$17,810.62 
SNY Sanofi American Depositary Receipt
+1.13%
+$3,236.85 
MU Micron Technology, Inc.
+0.9%
+$13,711.6 
SNA Snap-on Inc.
+0.86%
+$9,596.2 
EXPD Expeditors International of Washington, Inc.
+0.73%
+$59,333.56 
FCX Freeport-McMoRan Inc.
+0.69%
+$3,336 
DE Deere & Company
+0.66%
+$1,613.56 
ABBV AbbVie Inc.
+0.5%
+$4,893.43 
URI United Rentals, Inc.
+0.49%
+$3,184.6 
SCHP Schwab U.S. TIPS ETF
+0.49%
+$1,037.75 
USL United States 12 Month Oil Fund, LP
+0.46%
+$4,884.16 
CMI Cummins Inc.
+0.44%
+$22,448.13 
IVV iShares Core S&P 500 ETF
+0.31%
+$642.26 
LIN Linde plc
+0.29%
+$9,886.54 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$734.08 
GOOG Alphabet Inc
+0.23%
+$7,029.35 
ASML ASML Holding N.V. New York Registry Shares
+0.23%
+$10,751.82 
JNJ Johnson & Johnson
+0.05%
+$286 
JPM JPMorgan Chase & Co.
+0.02%
+$166.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,575.74 
AFL Aflac Inc.
+0.01%
+$60 
EA Electronic Arts Inc.
0%
$0 
SLI Standard Lithium Ltd.
0%
$0 
ANET Arista Networks, Inc.
-5.2%
-$233,828.64 
SJT San Juan Basin Royalty Trust
-4.58%
-$11,151 
PSX Phillips 66
-3.4%
-$19,129.42 
FAST Fastenal Co.
-3.34%
-$210,167.49 
AMAT Applied Materials, Inc.
-3.18%
-$8,532 
CGNX Cognex Corporation
-2.67%
-$53,672.4 
TPL Texas Pacific Land Corporation
-2.18%
-$10,774.09 
CVE Cenovus Energy Inc.
-2.1%
-$943,957.4 
XOM Exxon Mobil Corporation
-1.73%
-$138,355.44 
ETN Eaton Corporation plc
-1.69%
-$192,185.98 
NVDA NVIDIA Corporation
-1.62%
-$268,840.74 
RIG Transocean Ltd.
-1.61%
-$1,428.75 
CVX Chevron Corporation
-1.6%
-$15,699.57 
KMI Kinder Morgan, Inc.
-1.42%
-$73,577.5 
OKE ONEOK, Inc.
-1.32%
-$61,921.75 
EOG EOG Resources, Inc.
-1.2%
-$91,732.25 
OVV Ovintiv Inc.
-1.17%
-$9,221.94 
SLB Schlumberger Limited
-0.82%
-$3,203.6 
PEP PepsiCo, Inc.
-0.71%
-$2,468.36 
SBR Sabine Royalty Trust
-0.66%
-$11,088 
AR Antero Resources Corporation
-0.66%
-$87,742.56 
SCL Stepan Company
-0.64%
-$3,211.2 
COP ConocoPhillips
-0.63%
-$6,867 
APA APA Corporation
-0.47%
-$34,296.3 
VGT Vanguard Information Technology ETF
-0.46%
-$2,508.8 
TXN Texas Instruments Inc
-0.43%
-$19,982.98 
CHD Church & Dwight Co., Inc.
-0.43%
-$18,015.36 
SU Suncor Energy Inc.
-0.37%
-$53,107.04 
IDA Idacorp Inc.
-0.35%
-$1,106.77 
SO The Southern Company
-0.23%
-$476.7 
NDSN Nordson Corporation
-0.18%
-$3,635.4 
RJF Raymond James Financial Inc.
-0.17%
-$12,794.6 
AAPL Apple Inc.
-0.16%
-$3,008.27 
CZR Caesars Entertainment, Inc.
-0.05%
-$295.92 Events
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Dividends
Dividend Analysis
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No Data
| Trades 956 | Longs Won 600/956 62% | Profit Factor 4.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $837,884.68 |
| Average Win $222,542.65 | Best Trade (Oct 14) $17.84M | Sharpe Ratio -10.24 |
| Average Loss -$85,598.92 | Worst Trade (Oct 14) -$4.27M | Z-Score 3.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 4d | Expectancy $107,795.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,184 | 3,766 | 3,347 | 2,929 | 2,510 | 2,092 | 1,674 | 1,255 | 837 | 418 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,372 | $1.07M | $1.84M | - | $765,507.56 | 71.29% | -0.163% |
| ABBV AbbVie Inc. | 3,422 | $660,095.6 | $974,962.02 | - | $314,866.42 | 47.7% | +0.504% |
| ADBE Adobe Inc. | 16,193 | $6.61M | $4.04M | - | -$2.57M | -38.92% | +3.557% |
| ADP Automatic Data Processing Inc. | 6,498 | $1.53M | $1.86M | - | $332,621.98 | 21.76% | +2.197% |
| AFL Aflac Inc. | 6,000 | $495,000 | $709,320 | - | $214,320 | 43.3% | +0.008% |
| ALC Alcon Inc. | 10,862 | $855,969.26 | $724,060.92 | - | -$131,908.34 | -15.41% | +4.368% |
| ALK Alaska Air Group Inc. | 16,300 | $643,489.43 | $593,157 | - | -$50,332.43 | -7.82% | +1.847% |
| AMAT Applied Materials, Inc. | 600 | $205,074 | $259,446 | - | $54,372 | 26.51% | -3.184% |
| ANET Arista Networks, Inc. | 22,992 | $1.89M | $4.26M | - | $2.37M | 124.96% | -5.204% |
| APA APA Corporation | 152,428 | $3.96M | $7.19M | - | $3.22M | 81.26% | -0.475% |
| AR Antero Resources Corporation | 365,594 | $14.31M | $13.3M | - | -$1.01M | -7.05% | -0.655% |
| ASML ASML Holding N.V. New York Registry Shares | 2,822 | $3.29M | $4.67M | - | $1.37M | 41.65% | +0.231% |
| B BARRICK MINING CORP Common Stock (ABR0) | 278,884 | $9.23M | $11.26M | - | $2.03M | 22.03% | +3.844% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 78,787 | $7.23M | $7.21M | - | -$15,091.17 | -0.21% | +0.022% |
| BRK-B Berkshire Hathaway Inc. | 496 | $240,941.46 | $261,803.68 | - | $20,862.22 | 8.66% | +0.281% |
| BRO Brown & Brown Inc. | 10,600 | $753,766 | $719,316 | - | -$34,450 | -4.57% | +4.722% |
| CFR Cullen/Frost Bankers Inc. | 53,491 | $6.18M | $8.25M | - | $2.07M | 33.53% | +1.715% |
| CGNX Cognex Corporation | 35,080 | $1.45M | $1.96M | - | $505,117.72 | 34.83% | -2.672% |
| CHD Church & Dwight Co., Inc. | 40,944 | $3.89M | $4.18M | - | $298,877.68 | 7.69% | -0.429% |
| CMI Cummins Inc. | 9,676 | $2.39M | $5.11M | - | $2.72M | 114.04% | +0.441% |
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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 - $2.36M, Sprott Inc - $2.05M, Suncor Energy Inc - $1.97M, and Newmont Corporation - $1.72M. 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 $15.29M earned over time. The largest contributors to dividend income include Cenovus Energy Inc - $2.05M, Suncor Energy Inc - $1.04M, SPDR Bloomberg 1-3 Month T-Bill ETF - $902,085.06, 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.
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