Robert Shea Portfolio
Invests via NEOS Investment Management LLC | Managed by Garrett Paolella, Troy Cates
Invests via NEOS Investment Management LLC
Managed by Garrett Paolella, Troy Cates
Automatically Tracked
Robert Shea Profile
Seasoned investor and operating executive focused on growth-stage technology and business services, with experience leading corporate development, M&A and operational turnarounds. Robert Shea brings a buy-side orientation to value creation via strategic planning, commercial scaling and board governance. Works with sponsors and management teams on deal sourcing, diligence and post-acquisition integration; capital-lite strategies and software-as-a-service businesses are primary areas of emphasis for portfolio construction and exit planning.
Seasoned investor and operating executive focused on growth-stage technology and business services, with experience leading corporate development, M&A and operational turnarounds. Robert Shea brings a buy-side orientation to value creation via strategic planning, commercial scaling and board governance. Works with sponsors and management teams on deal sourcing, diligence and post-acquisition integration; capital-lite strategies and software-as-a-service businesses are primary areas of emphasis for portfolio construction and exit planning.
Investment Philosophy & Strategy
Deploys a buy-side, operationally driven growth investing approach focused on growth-stage technology and business services. Prioritizes capital‑light SaaS and recurring-revenue models, underwriting opportunities on unit economics, scalable go‑to‑market motion and governance-ready management teams. Uses active board involvement, strategic planning and post-acquisition commercial scaling to de‑risk exits and accelerate IRR; prefers disciplined diligencing, staged capital commitments and sponsor co-investments.
Deploys a buy-side, operationally driven growth investing approach focused on growth-stage technology and business services. Prioritizes capital‑light SaaS and recurring-revenue models, underwriting opportunities on unit economics, scalable go‑to‑market motion and governance-ready management teams. Uses active board involvement, strategic planning and post-acquisition commercial scaling to de‑risk exits and accelerate IRR; prefers disciplined diligencing, staged capital commitments and sponsor co-investments.
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:
271.25%
Gain -3.27%
Monthly
3.81%
Yearly
56.7%
Drawdown
39.16%
$26.93B
Equity
Holdings
$26.93B
Investment
$22.36B
$4.67B
Profit -$263.02M
Realized
$94.71M
Unrealized
$4.57B
Dividends
$252.73M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.27%
Profit
-$263.02M
Win %
66%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$207.38M
Win %
66%
This Month
Compared to last month
Gain
-0.97%
Profit
-$263.02M
Win %
66%
This Year
Compared to last year
Gain
-0.69%
Profit
-$185.82M
Win %
66%
GNRC Generac Holdings Inc.
+4.74%
+$88,799.57 
BLDR Builders FirstSource, Inc.
+4.33%
+$53,745.12 
KLAC KLA Corporation
+4.01%
+$7.57M 
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$3.48M 
ANET Arista Networks, Inc.
+3.31%
+$1.06M 
ETN Eaton Corporation plc
+3.22%
+$906,545.09 
Q Qnity Electronics Inc.
+2.88%
+$131,193 
COR Cencora, Inc.
+2.73%
+$278,145.46 
MCK McKesson Corporation
+2.49%
+$436,094.7 
SATS EchoStar Corporation
+2.44%
+$48,136.74 
COP ConocoPhillips
+2.35%
+$577,979.97 
LEN Lennar Corporation
+2.28%
+$66,879.15 
ALNY Alnylam Pharmaceuticals Inc
+1.95%
+$330,316.28 
SBUX Starbucks Corporation
+1.92%
+$1.75M 
IEX IDEX Corporation
+1.73%
+$46,864 
DUK Duke Energy Corporation
+1.65%
+$252,716 
MPWR Monolithic Power Systems, Inc.
+1.52%
+$780,165.22 
BSX Boston Scientific Corporation
+1.45%
+$178,001.01 
FANG Diamondback Energy Inc
+1.38%
+$567,804.72 
SWK Stanley Black & Decker Inc.
+1.32%
+$34,428.4 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.19%
+$5,669.18 
Z Zillow Group Inc.
+1.16%
+$13,632.84 
LOW Lowe's Companies Inc.
+1.08%
+$216,245.91 
ABT Abbott Laboratories
+1.01%
+$312,725.6 
NLY Annaly Capital Management, Inc.
+1%
+$29,423.44 
HBAN Huntington Bancshares Incorporated
+0.97%
+$56,744.3 
GLW Corning Incorporated
+0.91%
+$180,069.72 
CVX Chevron Corporation
+0.9%
+$534,255.75 
VLTO Veralto Corporation
+0.89%
+$34,860.1 
ACN Accenture plc Class A
+0.88%
+$157,070.65 
TFC Truist Financial Corporation
+0.87%
+$92,878.2 
EOG EOG Resources, Inc.
+0.83%
+$104,348.58 
AM Antero Midstream Corporation
+0.73%
+$173,527.04 
META Meta Platforms Inc Class A
+0.71%
+$4.2M 
PNR Pentair plc
+0.69%
+$12,175.28 
AMCR Amcor plc
+0.62%
+$21,780.45 
TSLA Tesla, Inc.
+0.58%
+$3M 
EQT EQT Corporation
+0.54%
+$29,745.67 
KMB Kimberly-Clark Corporation
+0.51%
+$29,407.01 
TRP TC Energy Corporation
+0.49%
+$240,560.31 
MTB M&T Bank Corporation
+0.41%
+$25,354.48 
DIS The Walt Disney Company
+0.34%
+$101,034.5 
NSC Norfolk Southern Corporation
+0.2%
+$23,491.29 
BA Boeing Company
+0.19%
+$57,611.63 
PM Philip Morris International Inc.
+0.12%
+$55,938.52 
NOW ServiceNow, Inc.
+0.08%
+$17,177.2 
KEY KeyCorp
+0.04%
+$1,563.09 
A Agilent Technologies Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ADBE Adobe Inc.
0%
+$3.13 
ADC Agree Realty Corporation
0%
$0 
ADSK Autodesk, Inc.
0%
-$1.14 
AEE Ameren Corporation
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AES AES Corporation
0%
$0 
AFL Aflac Inc.
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
+$0.42 
AIZ Assurant Inc.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
ALGN Align Technology, Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
ALL Allstate Corporation
0%
-$0.42 
AME Ametek Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$4.1 
AMH American Homes 4 Rent
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
AOS A. O. Smith Corporation
0%
$0 
APA APA Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
+$0.36 
APP AppLovin Corporation Class A Common Stock
0%
$0 
APTV Aptiv PLC
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
0%
$0 
ARES Ares Management Corporation
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$17.97 
AVB AvalonBay Communities, Inc.
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AVY Avery Dennison Corporation
0%
-$0.12 
AXON Axon Enterprise, Inc.
0%
-$1.18 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
+$0.03 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BAX Baxter International Inc.
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BEN Franklin Resources Inc.
0%
$0 
BG Bunge Global S.A.
0%
$0 
BIIB Biogen Inc.
0%
$0 
BKR Baker Hughes Company
0%
$0 
BLK BlackRock, Inc.
0%
-$0.47 
BMY Bristol-Myers Squibb Company
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
+$0.19 
BRO Brown & Brown Inc.
0%
$0 
BRX Brixmor Property Group Inc.
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$1.5 
CASY Casey's General Stores Inc.
0%
$0 
CB Chubb Limited
0%
+$0.6 
CBOE Cboe Global Markets Inc.
0%
+$0.18 
CBRE CBRE Group Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CCEP Coca-Cola Europacific Partners PLC
0%
+$0.27 
CCI Crown Castle Inc.
0%
$0 
CDW CDW Corporation
0%
+$0.21 
CDNS Cadence Design Systems, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CF CF Industries Holdings, Inc.
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHTR Charter Communications Inc
0%
+$0.13 
CI The Cigna Group
0%
+$0.43 
CHRW C.H. Robinson Worldwide, Inc.
0%
+$0.2 
CINF Cincinnati Financial Corporation
0%
$0 
CLX The Clorox Company
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
-$0.22 
CMCSA Comcast Corp
0%
$0 
CME CME Group Inc.
0%
+$0.59 
CMS CMS Energy Corporation
0%
+$0.1 
CNC Centene Corporation
0%
$0 
CNP CenterPoint Energy Inc.
0%
+$0.11 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
+$0.35 
COHR Coherent Corp.
0%
$0 
COO The Cooper Companies, Inc.
0%
$0 
COLD Americold Realty Trust
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPT Camden Property Trust
0%
-$0.08 
CPRT Copart Inc.
0%
$0 
CQP Cheniere Energy Partners L.P.
0%
$0 
CRL Charles River Laboratories International, Inc.
0%
$0 
CRM Salesforce Inc
0%
+$1.54 
CRH CRH plc
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
-$2.95 
CSX CSX Corporation
0%
$0 
CTVA Corteva Inc.
0%
$0 
CTSH Cognizant Technology Solutions Corporation
0%
$0 
CUZ Cousins Properties Incorporated
0%
$0 
CVS CVS Health Corporation
0%
$0 
CVNA Carvana Co.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DASH DoorDash, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DECK Deckers Outdoor Corporation
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$1.24 
DHI D.R. Horton, Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DKL Delek Logistics Partners L.P.
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DOC Healthpeak Properties, Inc.
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DOV Dover Corporation
0%
-$0.22 
DRI Darden Restaurants, Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
DTM Dt Midstream Inc.
0%
+$2.1 
DVA DaVita Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DXCM DexCom, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
+$0.42 
ED Consolidated Edison, Inc.
0%
$0 
EGP EastGroup Properties Inc.
0%
$0 
EFX Equifax Inc.
0%
+$0.14 
EG Everest Group, Ltd.
0%
+$0.06 
EIX Edison International
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
-$0.14 
EMR Emerson Electric Co.
0%
-$0.91 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
EQR Equity Residential
0%
$0 
ERIE Erie Indemnity Company
0%
-$0.04 
ESS Essex Property Trust, Inc.
0%
+$0.24 
ET Energy Transfer L.P.
0%
$0 
ETR Entergy Corporation
0%
$0 
EVRG Evergy Inc.
0%
+$0.15 
EXPD Expeditors International of Washington, Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
-$0.18 
EW Edwards Lifesciences Corporation
0%
+$0.09 
EXC Exelon Corporation
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FAST Fastenal Co.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.46 
FDS FactSet Research Systems Inc.
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FFIV F5 Inc.
0%
+$0.09 
FICO Fair Isaac Corporation
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FOXA Fox Corporation
0%
$0 
FOX Fox Corporation Class B Common Stock
0%
$0 
FR First Industrial Realty Trust Inc.
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GDDY Godaddy Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEN Gen Digital Inc.
0%
$0 
GE General Electric Company
0%
-$1.71 
GEL Genesis Energy L.P.
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
+$1.9 
GIS General Mills, Inc.
0%
$0 
GL Globe Life Inc.
0%
$0 
GM General Motors Company
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPN Global Payments Inc.
0%
$0 
GPC Genuine Parts Company
0%
+$0.23 
GS The Goldman Sachs Group, Inc.
0%
-$0.48 
GRMN Garmin Ltd.
0%
$0 
GWW W.W. Grainger, Inc.
0%
+$0.34 
HAL Halliburton Company
0%
$0 
HAS Hasbro Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
+$0.03 
HD The Home Depot, Inc.
0%
$0 
HESM Hess Midstream LP
0%
$0 
HII Huntington Ingalls Industries Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HRL Hormel Foods Corporation
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
$0 
HSIC Henry Schein, Inc.
0%
-$0.03 
HSY The Hershey Company
0%
$0 
HUBB Hubbell Inc.
0%
+$0.08 
HUM Humana Inc.
0%
-$0.19 
HWM Howmet Aerospace Inc.
0%
+$0.65 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.6 
IFF International Flavors & Fragrances Inc.
0%
$0 
INCY Incyte Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
INTU Intuit Inc.
0%
+$2.1 
INVH Invitation Homes Inc.
0%
$0 
IP International Paper Company
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
-$0.27 
ISRG Intuitive Surgical, Inc.
0%
$0 
IT Gartner Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.43 
IVZ Invesco Ltd.
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JBL Jabil Inc.
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
-$0.12 
JLL Jones Lang LaSalle Inc.
0%
-$0.1 
JKHY Jack Henry & Associates, Inc.
0%
-$0.03 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KDP Keurig Dr Pepper Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRC Kilroy Realty Corporation
0%
$0 
KVUE Kenvue Inc.
0%
-$0.31 
L Loews Corporation
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LDOS Leidos Holdings Inc.
0%
-$0.21 
LH Labcorp Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LII Lennox International Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
-$0.53 
LLY Eli Lilly and Company
0%
-$5.14 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.99 
LNT Alliant Energy Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LULU lululemon athletica inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$2.65 
MAS Masco Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MCO Moody's Corporation
0%
-$0.25 
MDT Medtronic plc
0%
$0 
MELI MercadoLibre, Inc.
0%
+$0.9 
MET MetLife Inc.
0%
+$0.09 
MGM MGM Resorts International
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
+$0.19 
MMM 3M Company
0%
+$0.6 
MNST Monster Beverage Corporation
0%
$0 
MOS Mosaic Company
0%
$0 
MPLX MPLX LP
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSCI MSCI Inc.
0%
-$0.19 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$5.64 
MSTR Strategy Inc.
0%
$0 
MSI Motorola Solutions, Inc.
0%
-$0.27 
MTD Mettler-Toledo International Inc.
0%
-$0.1 
MU Micron Technology, Inc.
0%
$0 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NEXT NextDecade Corporation
0%
$0 
NI NiSource Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NNN NNN REIT, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NUE Nucor Corporation
0%
+$0.37 
NVR NVR, Inc.
0%
+$0.09 
NWS News Corporation
0%
$0 
NXPI NXP Semiconductors N.V.
0%
+$1.95 
NWSA News Corporation
0%
$0 
O Realty Income Corporation
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PAA Plains All American Pipeline, L.P.
0%
$0 
PAGP Plains GP Holdings, L.P.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$5.57 
PAYX Paychex Inc.
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
PCAR PACCAR Inc.
0%
-$3.99 
PCG PG&E Corporation
0%
$0 
PDD PDD Holdings Inc. American Depositary Shares
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.93 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
-$0.09 
PKG Packaging Corporation of America
0%
$0 
PLD Prologis Inc.
0%
+$3.37 
PNW Pinnacle West Capital Corporation
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
+$0.66 
PODD Insulet Corporation
0%
$0 
PPL PPL Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PTC PTC Inc.
0%
-$0.08 
PYPL PayPal Holdings Inc
0%
$0 
PWR Quanta Services Inc.
0%
+$0.24 
QCOM QUALCOMM Incorporated
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.93 
RF Regions Financial Corporation
0%
$0 
REXR Rexford Industrial Realty, Inc.
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RITM Rithm Capital Corp.
0%
$0 
RMD ResMed Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
-$0.06 
ROP Roper Technologies Inc.
0%
-$0.82 
ROL Rollins, Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RVTY Revvity Inc.
0%
+$0.05 
SBAC SBA Communications Corporation
0%
-$0.12 
SBRA Sabra Health Care REIT, Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SHOP Shopify Inc.
0%
+$7.38 
SHW The Sherwin-Williams Company
0%
+$0.37 
SJM The J.M. Smucker Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMCI Super Micro Computer Inc
0%
$0 
SNA Snap-on Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
+$1.45 
SO The Southern Company
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
SRE Sempra
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
STT State Street Corp
0%
$0 
STLD Steel Dynamics Inc.
0%
-$0.23 
STWD Starwood Property Trust Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SUI Sun Communities Inc.
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
SWKS Skyworks Solutions Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
SYF Synchrony Financial
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
+$1.15 
TAP Molson Coors Beverage Company
0%
$0 
TDY Teledyne Technologies Incorporated
0%
$0 
TDG TransDigm Group Inc.
0%
+$0.18 
TECH Bio-Techne Corporation
0%
$0 
TER Teradyne, Inc.
0%
-$1.17 
TEL TE Connectivity plc
0%
$0 
TGT Target Corporation
0%
-$0.3 
TKO Tko Group Holdings Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TNK Teekay Tankers Ltd
0%
$0 
TPL Texas Pacific Land Corporation
0%
$0 
TRMB Trimble Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRI Thomson Reuters Corp.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TT Trane Technologies plc
0%
+$0.36 
TSN Tyson Foods Inc.
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
-$1.38 
TXN Texas Instruments Inc
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UDR UDR Inc.
0%
$0 
UHS Universal Health Services, Inc.
0%
-$0.1 
ULTA Ulta Beauty Inc.
0%
+$0.21 
UNP Union Pacific Corporation
0%
+$0.97 
UNH UnitedHealth Group Incorporated
0%
+$1.47 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.2 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$2.73 
VEEV Veeva Systems Inc.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VLO Valero Energy Corporation
0%
-$0.5 
VST Vistra Corp
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$5.8 
VRSK Verisk Analytics Inc.
0%
+$0.23 
VRSN Verisign Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.62 
VTRS Viatris Inc.
0%
$0 
VTR Ventas Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.69 
WAB Wabtec Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WAT Waters Corporation
0%
+$0.15 
WDAY Workday Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WELL Welltower Inc.
0%
+$1.74 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$0.61 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
-$0.19 
WST West Pharmaceutical Services, Inc.
0%
$0 
WRB W.R. Berkley Corporation
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
-$0.15 
WYNN Wynn Resorts, Limited
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$6.82 
XYL Xylem Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZG Zillow Group, Inc.
0%
$0 
ZBRA Zebra Technologies Corporation
0%
+$0.09 
ZTS Zoetis Inc.
0%
$0 
AAAU Goldman Sachs Physical Gold ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
HODL VanEck Bitcoin ETF
0%
$0 
APO Apollo Global Management, Inc.
0%
-$0.3 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
-$1.01 
CPAY Corpay, Inc.
0%
$0 
FISV Fiserv, Inc.
0%
$0 
SOLV Solventum Corporation
0%
$0 
GEV GE Vernova Inc.
0%
+$0.86 
CTRI Centuri Holdings Inc.
0%
$0 
FER Ferrovial SE
0%
$0 
SW Smurfit WestRock PLC
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
LINE Lineage, Inc.
0%
$0 
NBIS Nebius Group N.V.
0%
$0 
EXE Expand Energy Corporation
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
XYZ Block, Inc.
0%
$0 
MRP Millrose Properties Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
+$0.79 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$1.11 G200
G2004J103
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.97 
GOOGL Alphabet Inc
-3.84%
-$30.66M 
ORCL Oracle Corporation
-3.69%
-$1.53M 
TPR Tapestry Inc.
-2.57%
-$137,808.48 
AMZN Amazon.com Inc
-2.09%
-$22.89M 
TJX The TJX Companies, Inc.
-1.94%
-$559,496.14 
IR Ingersoll Rand Inc.
-1.86%
-$93,610.23 
HST Host Hotels & Resorts Inc.
-1.68%
-$92,670.6 
ALB Albemarle Corporation
-1.41%
-$33,392.68 
FDXF FedEx Freight Holding Company Inc.
-1.3%
-$31,364.81 
TXT Textron Inc.
-1.11%
-$27,977.4 
AAPL Apple Inc.
-1.09%
-$18.52M 
CL Colgate-Palmolive Company
-0.9%
-$110,360.04 
IBIT iShares Bitcoin Trust
-0.8%
-$1.57M 
MO Altria Group, Inc.
-0.78%
-$140,271.42 
PFG Principal Financial Group, Inc.
-0.69%
-$25,219.74 
BF-B Brown-Forman Corporation
-0.57%
-$4,412.16 
KR Kroger Co.
-0.41%
-$21,922.91 
LIN Linde plc
-0.39%
-$680,941 
NOC Northrop Grumman Corporation
-0.38%
-$47,674.22 
REG Regency Centers Corporation
-0.38%
-$17,689.42 
KNTK Kinetik Holdings Inc.
-0.31%
-$62,740.48 
STE STERIS plc
-0.28%
-$10,345.52 
VNO Vornado Realty Trust
-0.23%
-$3,165.39 
PSA Public Storage Common Stock
-0.19%
-$35,986.97 
HOOD Robinhood Markets, Inc.
-0.15%
-$17,993.92 
AON Aon plc
-0.14%
-$17,577.15 
FTV Fortive Corporation
-0.11%
-$3,581.69 
WDC Western Digital Corporation
-0.09%
-$105,161.72 
ES Eversource Energy
-0.06%
-$2,447.2 
DGX Quest Diagnostics Inc.
-0.06%
-$2,237.3 
CIEN Ciena Corporation
-0.04%
-$3,860.42 
ADM Archer-Daniels-Midland Co
-0.04%
-$2,361.45 
RKLB Rocket Lab Corporation
-0.04%
-$10,481.69 
NVDA NVIDIA Corporation
-0.02%
-$460,567.85 
ACGL Arch Capital Group Ltd
-0.01%
-$294.26 
BKNG Booking Holdings Inc.
-0.01%
-$6,036.91 
TRV The Travelers Companies, Inc.
0%
-$347.18 
ADP Automatic Data Processing Inc.
0%
-$1,528.43 
NDSN Nordson Corporation
0%
-$41.44 
ROST Ross Stores, Inc.
0%
-$1,230.91 
ADI Analog Devices, Inc.
0%
-$1,868.75 Events
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Dividends
Dividend Analysis
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| Trades 6664 | Longs Won 4217/6664 63% | Profit Factor 4.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.39M |
| Average Win $1.42M | Best Trade (Aug 18) $142.56M | Sharpe Ratio -8.67 |
| Average Loss -$546,908.39 | Worst Trade (Aug 12) -$91.02M | Z-Score 24.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $700,271.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 46,201 | $5.95M | $6.87M | - | $917,449.04 | 15.41% | 0.0 |
| AAAU Goldman Sachs Physical Gold ETF | 2.73M | $111.52M | $118.32M | - | $6.8M | 6.1% | 0.0 |
| AAPL Apple Inc. | 5.53M | $1.34B | $1.69B | - | $350.03M | 26.2% | -1.087% |
| ABBV AbbVie Inc. | 286,410 | $58.97M | $71.02M | - | $12.05M | 20.44% | 0.0 |
| ABNB Airbnb, Inc. | 322,342 | $42.25M | $59.54M | - | $17.29M | 40.92% | 0.0 |
| ABT Abbott Laboratories | 284,296 | $34.02M | $31.19M | - | -$2.83M | -8.31% | +1.013% |
| ACGL Arch Capital Group Ltd | 58,853 | $5.5M | $5.78M | - | $284,910.89 | 5.18% | -0.005% |
| ACN Accenture plc Class A | 100,045 | $27.76M | $17.99M | - | -$9.77M | -35.19% | +0.881% |
| ADBE Adobe Inc. | 312,506 | $110.89M | $85.3M | - | -$25.59M | -23.07% | 0.0 |
| ADC Agree Realty Corporation | 23,355 | $1.71M | $1.73M | - | $18,892.36 | 1.1% | 0.0 |
| ADI Analog Devices, Inc. | 373,750 | $99.67M | $143.49M | - | $43.82M | 43.97% | -0.001% |
| ADM Archer-Daniels-Midland Co | 78,715 | $4.63M | $6.33M | - | $1.7M | 36.73% | -0.037% |
| ADP Automatic Data Processing Inc. | 306,299 | $80.17M | $83.83M | - | $3.66M | 4.56% | -0.002% |
| ADSK Autodesk, Inc. | 162,276 | $44.32M | $41.55M | - | -$2.76M | -6.24% | 0.0 |
| AEE Ameren Corporation | 45,142 | $4.45M | $4.83M | - | $376,843.64 | 8.46% | 0.0 |
| AEP American Electric Power Company, Inc. | 421,913 | $47.53M | $51.83M | - | $4.3M | 9.04% | 0.0 |
| AES AES Corporation | 124,046 | $1.79M | $1.83M | - | $35,098.98 | 1.96% | 0.0 |
| AFL Aflac Inc. | 75,901 | $7.96M | $9.26M | - | $1.3M | 16.28% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 911,236 | $90.16M | $88.61M | - | -$1.55M | -1.72% | 0.0 |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 198,802 | $5.03M | $5.09M | - | $61,798.64 | 1.23% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Robert Shea?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $25.43M, Honeywell International Inc - $11.88M, Caterpillar Inc - $11.69M, Microsoft Corp - $9.05M, and Vanguard Russell 2000 ETF - $8.25M. 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: Charter Communications Inc - $12.08M, TRI - $11.06M, CoStar Group, Inc - $10.46M, Cognizant Technology Solutions Corporation - $8.55M, and Atlassian Corporation Class A - $7.85M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Shea's portfolio generate?
The portfolio generates substantial dividend income, with a total of $252.73M earned over time. The largest contributors to dividend income include Microsoft Corp - $9.05M, Apple Inc - $6.89M, Vanguard Russell 2000 ETF - $6.62M, Cisco Systems, Inc - $5.36M, and SPDR Portfolio High Yield Bond ETF - $4.96M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Shea's monthly returns?
Robert Shea's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Robert Shea's strategy be considered aggressive or moderate?
Robert Shea's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Robert Shea's strategy?
Robert Shea's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
