William Cantus Portfolio
Invests via Pacific Sage Partners LLC | Managed by Mark R. Anderson, William R. Cantus, Colin H. Gray, James R. McBarron
Invests via Pacific Sage Partners LLC
Managed by Mark R. Anderson, William R. Cantus, Colin H. Gray, James R. McBarron
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William Cantus Profile
William Cantus is an accomplished entrepreneur with a keen focus on technology startups and innovation. His career includes the founding of several successful ventures that have disrupted traditional markets through novel solutions. As a driving force in the entrepreneurial ecosystem, he has cultivated valuable networks and serves as a mentor to emerging talent within the tech community. Additionally, his insights into market trends and consumer behavior make him a sought-after advisor for firms looking to navigate complex growth challenges. His dynamic approach underscores the relevance of agile leadership in today’s fast-paced business landscape.
William Cantus is an accomplished entrepreneur with a keen focus on technology startups and innovation. His career includes the founding of several successful ventures that have disrupted traditional markets through novel solutions. As a driving force in the entrepreneurial ecosystem, he has cultivated valuable networks and serves as a mentor to emerging talent within the tech community. Additionally, his insights into market trends and consumer behavior make him a sought-after advisor for firms looking to navigate complex growth challenges. His dynamic approach underscores the relevance of agile leadership in today’s fast-paced business landscape.
Investment Philosophy & Strategy
Opportunities within the technology sector are constantly evolving, and William Cantus leverages his entrepreneurial background to identify unique investment prospects. His strategy emphasizes innovation-driven companies that possess the potential for significant disruption in established markets. By fostering relationships with emerging startups, he not only assesses their market fit but also offers mentorship to enhance their growth trajectories. A hands-on approach enables swift capital allocation into ventures aligned with transformational trends in consumer behavior and technological advancement. This perspective positions him effectively as an advocate for agile solutions that can pivot in response to market demands.
Opportunities within the technology sector are constantly evolving, and William Cantus leverages his entrepreneurial background to identify unique investment prospects. His strategy emphasizes innovation-driven companies that possess the potential for significant disruption in established markets. By fostering relationships with emerging startups, he not only assesses their market fit but also offers mentorship to enhance their growth trajectories. A hands-on approach enables swift capital allocation into ventures aligned with transformational trends in consumer behavior and technological advancement. This perspective positions him effectively as an advocate for agile solutions that can pivot in response to market demands.
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:
46.73%
Gain +0.11%
Monthly
1.15%
Yearly
14.75%
Drawdown
13.78%
$726.32M
Equity
Holdings
$726.32M
Investment
$557.87M
$190.62M
Profit +$322,597.17
Realized
$22.17M
Unrealized
$168.45M
Dividends
$33.99M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$322,597.17
Win %
77%
This Week
Compared To Last Week
Gain
0.04%
Profit
$322,597.17
Win %
77%
This Month
Compared to last month
Gain
-1.03%
Profit
-$7.53M
Win %
77%
This Year
Compared to last year
Gain
3.46%
Profit
$24.3M
Win %
77%
PANW Palo Alto Networks, Inc.
+14.16%
+$618,109.3 
ADBE Adobe Inc.
+4.54%
+$122,526.45 
CRM Salesforce Inc
+4.5%
+$20,896.87 
SHOP Shopify Inc.
+4.17%
+$11,448.75 
NFLX Netflix, Inc.
+3.87%
+$44,811.19 
CI The Cigna Group
+3.4%
+$26,130.03 
GOOGL Alphabet Inc
+3.09%
+$105,827.15 
GOOG Alphabet Inc
+2.97%
+$123,175.2 
META Meta Platforms Inc Class A
+2.85%
+$32,084.5 
IBM International Business Machines Corporation
+2.73%
+$8,499.21 
AFRM Affirm Holdings, Inc.
+2.35%
+$14,901.6 
MSFT Microsoft Corp.
+2.3%
+$2.12M 
WMT Walmart Inc.
+2.27%
+$26,758.22 
LUMN Lumen Technologies Inc.
+2.23%
+$2,301.59 
DIS The Walt Disney Company
+2.14%
+$10,207.56 
LLY Eli Lilly and Company
+2.07%
+$34,903.25 
UPS United Parcel Service, Inc.
+2.05%
+$5,749.46 
MCD McDonald's Corporation
+2.02%
+$7,119.6 
T AT&T Inc.
+2%
+$11,346.94 
PM Philip Morris International Inc.
+1.81%
+$5,106 
ALL Allstate Corporation
+1.72%
+$4,453.02 
ABBV AbbVie Inc.
+1.7%
+$5,054.67 
DHR Danaher Corporation
+1.61%
+$5,341.98 
COST Costco Wholesale Corporation
+1.61%
+$99,181.64 
PGR Progressive Corporation
+1.43%
+$22,688.64 
VZ Verizon Communications Inc.
+1.43%
+$7,089.05 
CVS CVS Health Corporation
+1.12%
+$2,068.06 
V Visa Inc. Class A
+1.06%
+$16,517.34 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$19,391.4 
AMGN Amgen Inc.
+1.03%
+$19,928.95 
HD The Home Depot, Inc.
+1.01%
+$17,344.53 
ABT Abbott Laboratories
+0.94%
+$3,346.56 
BMY Bristol-Myers Squibb Company
+0.79%
+$1,874.5 
DE Deere & Company
+0.74%
+$20,372.84 
TRP TC Energy Corporation
+0.69%
+$1,563.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$2,377.2 
JNJ Johnson & Johnson
+0.59%
+$6,371.08 
AAPL Apple Inc.
+0.55%
+$58,340.72 
PG Procter & Gamble Co
+0.53%
+$2,890.58 
DAL Delta Air Lines, Inc.
+0.39%
+$699.98 
SBUX Starbucks Corporation
+0.39%
+$11,446.36 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$1,509.19 
SFBC Sound Financial Bancorp Inc.
+0.34%
+$5,971.52 
TMUS T-Mobile US, Inc.
+0.27%
+$833.98 
FDX FedEx Corporation
+0.26%
+$737.39 
UNP Union Pacific Corporation
+0.18%
+$556.51 
SLDR Global X Short-Term Treasury Ladder ETF
+0.02%
+$3,542.16 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$1,603.95 
PCAR PACCAR Inc.
+0.01%
+$77.11 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$790.37 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
GLW Corning Incorporated
-14.09%
-$46,223.66 
GEV GE Vernova Inc.
-8.6%
-$28,491.38 
AMAT Applied Materials, Inc.
-6.61%
-$249,656.67 
BAC Bank of America Corporation
-5.36%
-$43,612.8 
INTC Intel Corporation
-5.32%
-$84,495.68 
DELL Dell Technologies Inc.
-5.15%
-$18,979.99 
AVGO Broadcom Inc.
-4.83%
-$23,699.99 
MU Micron Technology, Inc.
-4.82%
-$18,286.89 
ORCL Oracle Corporation
-4.38%
-$105,819.56 
EME EMCOR Group, Inc.
-4.12%
-$8,229.11 
GS The Goldman Sachs Group, Inc.
-3.97%
-$8,580.61 
AMD Advanced Micro Devices, Inc.
-3.87%
-$9,370.62 
GVA Granite Construction Incorporated
-3.78%
-$6,259.06 
TT Trane Technologies plc
-3.77%
-$22,421.14 
XCEM Columbia EM Core ex-China ETF
-3.4%
-$25,488 
KEEL Keel Infrastructure Corp.
-2.94%
-$8,918.7 
NEM Newmont Corporation
-2.92%
-$11,222.1 
B BARRICK MINING CORP Common Stock (ABR0)
-2.88%
-$11,294.64 
NVDA NVIDIA Corporation
-2.84%
-$145,668.35 
EMR Emerson Electric Co.
-2.53%
-$5,574.8 
AVXC Avantis Emerging Markets Ex China ETF
-2.51%
-$403,128.16 
PSLV Sprott Physical Silver Trust
-2.08%
-$198,208.18 
GE General Electric Company
-2.01%
-$5,939.72 
WFC Wells Fargo & Company
-1.93%
-$4,374.72 
JPM JPMorgan Chase & Co.
-1.73%
-$9,018.25 
SLV iShares Silver Trust
-1.72%
-$5,325 
CSCO Cisco Systems, Inc.
-1.69%
-$30,172 
CEF Sprott Physical Gold and Silver Trust
-1.63%
-$161,709.12 
PHYS Sprott Physical Gold Trust
-1.48%
-$160,161.55 
TSLA Tesla, Inc.
-1.44%
-$38,797.5 
GLD SPDR Gold Shares
-1.35%
-$21,068.04 
VGT Vanguard Information Technology ETF
-1.25%
-$3,768.96 
AMZN Amazon.com Inc
-1.24%
-$200,091.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$15,439 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$3,176.15 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$3,141.95 
SCHF Schwab International Equity ETF
-1.12%
-$544,588.06 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-1.08%
-$1,040.7 
SCHA Schwab U.S. Small-Cap ETF
-0.99%
-$6,115.43 
CVX Chevron Corporation
-0.98%
-$14,662.19 
XOM Exxon Mobil Corporation
-0.88%
-$12,719.61 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$131,977.8 
AVDV Avantis International Small Cap Value ETF
-0.77%
-$7,745.16 
PI Impinj, Inc.
-0.76%
-$2,927.35 
DISV Dimensional International Small Cap Equity Fund
-0.68%
-$78,414.6 
EFA iShares MSCI EAFE ETF
-0.65%
-$4,694.03 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$112,893.98 
VT Vanguard Total World Stock ETF
-0.62%
-$1,981 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$4,578.05 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,262.11 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.46%
-$1,624 
VTV Vanguard Value ETF
-0.46%
-$3,516.42 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
-0.44%
-$86,616.9 
SRE Sempra
-0.43%
-$1,046.52 
VO Vanguard Mid-Cap ETF
-0.43%
-$2,012.85 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$58,978.74 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,417.44 
IVV iShares Core S&P 500 ETF
-0.33%
-$1,190.39 
VOO Vanguard S&P 500 ETF
-0.33%
-$883.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,464.77 
MPC Marathon Petroleum Corporation
-0.32%
-$1,043.93 
GEQ Cambria Global EW 2 ETF
-0.32%
-$3,180.87 
VB Vanguard Small-Cap ETF
-0.31%
-$1,533.09 
OEF iShares S&P 100 ETF
-0.3%
-$774.06 
FFIV F5 Inc.
-0.25%
-$7,289.24 
UAL United Airlines Holdings, Inc.
-0.2%
-$674.52 
BA Boeing Company
-0.19%
-$3,442.8 
VUG Vanguard Growth ETF
-0.17%
-$854.08 
OKE ONEOK, Inc.
-0.17%
-$844 
BINC iShares Flexible Income Active ETF
-0.15%
-$97,279.57 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$338.57 
IWD iShares Russell 1000 Value ETF
-0.03%
-$13,145.6 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$10,491.69 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$4,048.8 Events
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Dividends
Dividend Analysis
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| Trades 1171 | Longs Won 893/1171 76% | Profit Factor 18.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.52M |
| Average Win $225,553.69 | Best Trade (Sep 03) $47.52M | Sharpe Ratio -89.54 |
| Average Loss -$38,859.76 | Worst Trade (Sep 14) -$2.14M | Z-Score 13.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $162,780.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,880 | $4.7M | $10.65M | - | $5.95M | 126.64% | +0.551% |
| ABBV AbbVie Inc. | 1,158 | $211,670.09 | $302,799.63 | - | $91,129.54 | 43.05% | +1.698% |
| ABT Abbott Laboratories | 3,486 | $385,853.26 | $358,744.26 | - | -$27,109 | -7.03% | +0.942% |
| ADBE Adobe Inc. | 10,701 | $3.6M | $2.82M | - | -$776,699.03 | -21.58% | +4.54% |
| AFRM Affirm Holdings, Inc. | 8,870 | $660,194.1 | $648,574.4 | - | -$11,619.7 | -1.76% | +2.352% |
| ALL Allstate Corporation | 1,019 | $211,062.92 | $262,983.52 | - | $51,920.6 | 24.6% | +1.722% |
| AMAT Applied Materials, Inc. | 8,275 | $821,439.67 | $3.53M | - | $2.71M | 329.47% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 469 | $272,447 | $232,694.35 | - | -$39,752.65 | -14.59% | -3.871% |
| AMGN Amgen Inc. | 5,110 | $1.38M | $1.95M | - | $568,740.57 | 41.23% | +1.034% |
| AMZN Amazon.com Inc | 62,922 | $6.58M | $15.96M | - | $9.37M | 142.43% | -1.238% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,075 | $316,824.75 | $350,378 | - | $33,553.25 | 10.59% | -0.461% |
| AVDV Avantis International Small Cap Value ETF | 9,006 | $689,363.89 | $997,414.5 | - | $308,050.61 | 44.69% | -0.771% |
| AVGO Broadcom Inc. | 1,357 | $404,303.67 | $467,520.42 | - | $63,216.75 | 15.64% | -4.825% |
| AVXC Avantis Emerging Markets Ex China ETF | 191,056 | $12.58M | $15.65M | - | $3.07M | 24.41% | -2.512% |
| B BARRICK MINING CORP Common Stock (ABR0) | 8,964 | $186,630.09 | $380,252.88 | - | $193,622.79 | 103.75% | -2.885% |
| BA Boeing Company | 8,607 | $1.64M | $1.81M | - | $171,243.52 | 10.46% | -0.19% |
| BAC Bank of America Corporation | 12,980 | $456,879.35 | $770,103.4 | - | $313,224.05 | 68.56% | -5.36% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 158,075 | $15.72M | $15.68M | - | -$36,350.4 | -0.23% | +0.005% |
| BINC iShares Flexible Income Active ETF | 1.3M | $68.76M | $66.42M | - | -$2.35M | -3.41% | -0.146% |
| BMY Bristol-Myers Squibb Company | 3,749 | $205,397.55 | $240,460.86 | - | $35,063.31 | 17.07% | +0.786% |
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FAQ
Which stocks have generated the highest profits for William Cantus?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $7.07M, Schwab Intermediate-Term U.S. Treasury ETF - $6.41M, Vanguard Short-Term Treasury Fund - $4.37M, Schwab International Equity ETF - $4.25M, and iShares Flexible Income Active ETF - $3.37M. 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: Utilities Select Sector SPDR Fund - $269,626.01, Nike, Inc. - Class B - $105,149.09, Bristol-Myers Squibb Company - $63,597.5, iShares MSCI Japan ETF - $58,997.41, and Chipotle Mexican Grill, Inc - $56,496. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Cantus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.99M earned over time. The largest contributors to dividend income include Schwab Intermediate-Term U.S. Treasury ETF - $6.38M, Vanguard Short-Term Treasury Fund - $4.23M, iShares Flexible Income Active ETF - $3.37M, Schwab International Equity ETF - $3.18M, and Microsoft Corp - $2.3M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Cantus's monthly returns?
William Cantus's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can William Cantus's strategy be considered aggressive or moderate?
William Cantus's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow William Cantus's strategy?
William Cantus's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
