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:
8.42%
Gain
Monthly
0.24%
Yearly
2.94%
Drawdown
72.16%
$23.36B
Equity
Holdings
$23.36B
Investment
$18.96B
$4.55B
Profit -$199.87M
Realized
$155.29M
Unrealized
$4.39B
Dividends
$235.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$199.87M
Win %
66%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$261.43M
Win %
66%
This Month
Compared to last month
Gain
-1.04%
Profit
-$244.94M
Win %
66%
This Year
Compared to last year
Gain
18.28%
Profit
$3.61B
Win %
67%
ABT Abbott Laboratories
+11.19%
+$2.5M 
ERIE Erie Indemnity Company
+9.93%
+$71,436.3 
IR Ingersoll Rand Inc.
+7.01%
+$286,785.15 
CTAS Cintas Corporation
+7%
+$3.67M 
JBHT J.B. Hunt Transport Services, Inc.
+6.61%
+$187,018.38 
DXCM DexCom, Inc.
+6.49%
+$1.27M 
REXR Rexford Industrial Realty, Inc.
+6.11%
+$91,228.99 
IT Gartner Inc.
+5.89%
+$77,460.5 
INTU Intuit Inc.
+5.62%
+$3M 
CSGP CoStar Group, Inc.
+5.58%
+$579,874.59 
VRSK Verisk Analytics Inc.
+5.14%
+$914,810.8 
MCK McKesson Corporation
+5.13%
+$722,996.65 
TAP Molson Coors Beverage Company
+4.95%
+$47,349.68 
DPZ Domino's Pizza Inc.
+4.67%
+$64,469.82 
UHS Universal Health Services, Inc.
+4.61%
+$51,129.38 
ODFL Old Dominion Freight Line, Inc.
+4.6%
+$1.41M 
BAX Baxter International Inc.
+4.56%
+$84,061.29 
PODD Insulet Corporation
+4.55%
+$72,354.47 
GIS General Mills, Inc.
+4.54%
+$166,514.01 
ACN Accenture plc Class A
+4.52%
+$553,225.95 
EFX Equifax Inc.
+4.42%
+$133,371.48 
DG Dollar General Corporation
+4.4%
+$164,702.12 
FDS FactSet Research Systems Inc.
+4.36%
+$59,249.76 
BIIB Biogen Inc.
+4.31%
+$177,140 
TYL Tyler Technologies Inc.
+4.3%
+$76,048.32 
NDAQ Nasdaq, Inc.
+4.26%
+$249,372.34 
WM Waste Management, Inc.
+4.25%
+$524,957.4 
BSX Boston Scientific Corporation
+4.21%
+$399,188.26 
BR Broadridge Financial Solutions, Inc.
+4.17%
+$103,067.85 
SYK Stryker Corporation
+4.17%
+$653,281.2 
BRO Brown & Brown Inc.
+4.07%
+$113,415.84 
ORLY O'Reilly Automotive Inc.
+4.05%
+$1.96M 
PAYX Paychex Inc.
+3.88%
+$1.01M 
ALLE Allegion plc
+3.84%
+$61,118.51 
STAG Stag Industrial Inc.
+3.82%
+$53,431.43 
CHRW C.H. Robinson Worldwide, Inc.
+3.8%
+$127,194.14 
CFG Citizens Financial Group, Inc.
+3.76%
+$203,444.45 
ITW Illinois Tool Works Inc.
+3.75%
+$384,275.09 
JKHY Jack Henry & Associates, Inc.
+3.74%
+$54,573.15 
PYPL PayPal Holdings Inc
+3.73%
+$1.33M 
ROL Rollins, Inc.
+3.7%
+$67,458.42 
UNP Union Pacific Corporation
+3.68%
+$906,210.71 
GEL Genesis Energy L.P.
+3.67%
+$190,657.43 
EPAM Epam Systems Inc.
+3.67%
+$23,637.6 
RSG Republic Services, Inc.
+3.61%
+$239,809.92 
MDT Medtronic plc
+3.6%
+$555,819.8 
GPC Genuine Parts Company
+3.58%
+$85,854.68 
BALL Ball Corp.
+3.58%
+$101,187.52 
FIS Fidelity National Information Services, Inc.
+3.58%
+$109,182.78 
PLD Prologis Inc.
+3.52%
+$1.51M 
KDP Keurig Dr Pepper Inc.
+3.52%
+$974,559.14 
MRK Merck & Co., Inc.
+3.51%
+$1.58M 
WDAY Workday Inc.
+3.49%
+$707,930.76 
ZTS Zoetis Inc.
+3.47%
+$161,942.49 
UPS United Parcel Service, Inc.
+3.46%
+$414,815.81 
ADBE Adobe Inc.
+3.45%
+$2.21M 
ADP Automatic Data Processing Inc.
+3.44%
+$2.37M 
CRM Salesforce Inc
+3.44%
+$787,677.24 
BF-B Brown-Forman Corporation
+3.43%
+$21,500.86 
ADSK Autodesk, Inc.
+3.41%
+$1.04M 
SOLV Solventum Corporation
+3.41%
+$56,246.22 
EGP EastGroup Properties Inc.
+3.39%
+$68,712.74 
AVY Avery Dennison Corporation
+3.37%
+$55,825.37 
OTIS Otis Worldwide Corporation
+3.36%
+$149,898.95 
NKE Nike, Inc. - Class B
+3.35%
+$248,510.43 
AWK American Water Works Company, Inc.
+3.34%
+$118,348.02 
SJM The J.M. Smucker Company
+3.33%
+$52,856.43 
AMCR Amcor plc
+3.29%
+$95,187.95 
ROP Roper Technologies Inc.
+3.26%
+$810,870.02 
VLTO Veralto Corporation
+3.23%
+$104,643.42 
XYL Xylem Inc.
+3.21%
+$136,301.1 
GDDY Godaddy Inc.
+3.21%
+$59,997.61 
AZO AutoZone Inc.
+3.2%
+$214,495.6 
COR Cencora, Inc.
+3.19%
+$257,829.61 
CPB The Campbell's Company
+3.17%
+$19,238.28 
COO The Cooper Companies, Inc.
+3.16%
+$62,326.27 
CTSH Cognizant Technology Solutions Corporation
+3.15%
+$463,002.48 
VTRS Viatris Inc.
+3.15%
+$109,083.98 
UNH UnitedHealth Group Incorporated
+3.12%
+$1.73M 
NSC Norfolk Southern Corporation
+3.09%
+$319,958.72 
ROST Ross Stores, Inc.
+3.06%
+$1.55M 
STE STERIS plc
+3.04%
+$94,207.08 
ZBH Zimmer Biomet Holdings, Inc.
+3.02%
+$83,537.6 
FR First Industrial Realty Trust Inc.
+3.02%
+$49,658.46 
AON Aon plc
+3.01%
+$326,504.67 
ABBV AbbVie Inc.
+3.01%
+$1.9M 
SBUX Starbucks Corporation
+3%
+$2.45M 
HCA HCA Healthcare Inc.
+3%
+$256,680.85 
POOL Pool Corporation
+2.99%
+$27,005.3 
WTW Willis Towers Watson Public Limited Company
+2.98%
+$125,261.64 
O Realty Income Corporation
+2.98%
+$563,179.56 
OHI Omega Healthcare Investors Inc.
+2.97%
+$76,174.8 
MDLZ Mondelez International, Inc.
+2.96%
+$1.54M 
RF Regions Financial Corporation
+2.95%
+$117,149.31 
ZBRA Zebra Technologies Corporation
+2.95%
+$51,610.69 
IBM International Business Machines Corporation
+2.94%
+$836,796.19 
RL Ralph Lauren Corporation
+2.93%
+$57,449.89 
MRSH Marsh & McLennan Companies, Inc.
+2.93%
+$363,409.4 
AJG Arthur J. Gallagher & Co.
+2.91%
+$264,117.6 
WPC W. P. Carey Inc.
+2.89%
+$86,512.9 
OMC Omnicom Group Inc.
+2.89%
+$105,828.84 
EXR Extra Space Storage Inc.
+2.88%
+$294,107.84 
IDXX IDEXX Laboratories, Inc.
+2.87%
+$858,397.77 
IP International Paper Company
+2.86%
+$79,342.2 
KHC The Kraft Heinz Company
+2.85%
+$550,232.95 
NWS News Corporation
+2.84%
+$15,976.8 
CSX CSX Corporation
+2.82%
+$1.8M 
STZ Constellation Brands, Inc.
+2.82%
+$75,035.57 
CPRT Copart Inc.
+2.81%
+$505,337.94 
ADC Agree Realty Corporation
+2.8%
+$43,663.12 
CHTR Charter Communications Inc
+2.8%
+$312,689.3 
ULTA Ulta Beauty Inc.
+2.79%
+$78,914.22 
LOW Lowe's Companies Inc.
+2.79%
+$470,155.04 
CL Colgate-Palmolive Company
+2.75%
+$292,098.24 
TPR Tapestry Inc.
+2.75%
+$119,602.1 
SWK Stanley Black & Decker Inc.
+2.75%
+$53,513.46 
MKC McCormick & Company, Incorporated
+2.75%
+$50,813 
WSM Williams-Sonoma, Inc.
+2.75%
+$107,002.08 
VLO Valero Energy Corporation
+2.74%
+$348,951.68 
SBRA Sabra Health Care REIT, Inc.
+2.74%
+$23,818.74 
WY Weyerhaeuser Company
+2.74%
+$169,482.56 
PM Philip Morris International Inc.
+2.69%
+$1.11M 
HSY The Hershey Company
+2.68%
+$95,737.2 
VZ Verizon Communications Inc.
+2.67%
+$710,574.41 
AMGN Amgen Inc.
+2.67%
+$3.54M 
CMCSA Comcast Corp
+2.66%
+$1.56M 
DLTR Dollar Tree, Inc.
+2.65%
+$103,314.09 
NNN NNN REIT, Inc.
+2.62%
+$44,208.71 
TMUS T-Mobile US, Inc.
+2.62%
+$3.32M 
KR Kroger Co.
+2.62%
+$129,804.88 
TJX The TJX Companies, Inc.
+2.62%
+$640,227.85 
ISRG Intuitive Surgical, Inc.
+2.6%
+$2.47M 
MCD McDonald's Corporation
+2.59%
+$719,833.52 
SHOP Shopify Inc.
+2.57%
+$2.12M 
PTC PTC Inc.
+2.57%
+$54,870.9 
T AT&T Inc.
+2.57%
+$563,380.95 
GRMN Garmin Ltd.
+2.56%
+$143,187.08 
SW Smurfit WestRock PLC
+2.56%
+$83,402.7 
PEP PepsiCo, Inc.
+2.56%
+$3.28M 
DGX Quest Diagnostics Inc.
+2.55%
+$77,821.65 
VICI Vici Properties Inc.
+2.55%
+$252,926.34 
ELS Equity Lifestyle Properties Inc.
+2.54%
+$58,392.9 
HRL Hormel Foods Corporation
+2.52%
+$28,943.94 
BLDR Builders FirstSource, Inc.
+2.52%
+$29,257.37 
FITB Fifth Third Bancorp
+2.51%
+$186,336.03 
TSCO Tractor Supply Company
+2.5%
+$59,380 
WELL Welltower Inc.
+2.5%
+$1.28M 
REG Regency Centers Corporation
+2.49%
+$107,432.68 
NWSA News Corporation
+2.48%
+$42,384.04 
BDX Becton, Dickinson and Company
+2.46%
+$173,720.76 
MA Mastercard Incorporated
+2.46%
+$1.58M 
SPGI S&P Global Inc.
+2.44%
+$477,056.4 
KMB Kimberly-Clark Corporation
+2.44%
+$121,888 
FTV Fortive Corporation
+2.43%
+$79,058.07 
MO Altria Group, Inc.
+2.42%
+$429,398.1 
IFF International Flavors & Fragrances Inc.
+2.42%
+$67,048.68 
BXP Boston Properties, Inc.
+2.42%
+$81,058.46 
LINE Lineage, Inc.
+2.41%
+$11,657.88 
VRSN Verisign Inc.
+2.41%
+$73,914.54 
KIM Kimco Realty Corporation
+2.37%
+$136,697.68 
KO The Coca-Cola Company
+2.33%
+$1.09M 
PRU Prudential Financial, Inc.
+2.33%
+$144,300.2 
PNR Pentair plc
+2.3%
+$34,334.52 
AVB AvalonBay Communities, Inc.
+2.3%
+$204,080.62 
BRX Brixmor Property Group Inc.
+2.3%
+$41,704.56 
COST Costco Wholesale Corporation
+2.29%
+$6.46M 
HBAN Huntington Bancshares Incorporated
+2.29%
+$120,804.43 
CUZ Cousins Properties Incorporated
+2.28%
+$22,550.38 
MPC Marathon Petroleum Corporation
+2.28%
+$292,635.53 
PPG PPG Industries Inc.
+2.28%
+$82,637.23 
J Jacobs Solutions Inc.
+2.27%
+$50,506.75 
FAST Fastenal Co.
+2.27%
+$800,800.07 
MAS Masco Corporation
+2.27%
+$54,638.13 
FICO Fair Isaac Corporation
+2.26%
+$87,752.25 
MCO Moody's Corporation
+2.24%
+$248,621.38 
URI United Rentals, Inc.
+2.24%
+$201,958.74 
UDR UDR Inc.
+2.24%
+$91,477.14 
GWW W.W. Grainger, Inc.
+2.23%
+$180,793.88 
PSX Phillips 66
+2.22%
+$251,319.12 
GPN Global Payments Inc.
+2.22%
+$64,115.19 
PSA Public Storage Common Stock
+2.22%
+$362,051.33 
SPG Simon Property Group, Inc.
+2.22%
+$506,951.88 
WMT Walmart Inc.
+2.21%
+$8.24M 
CPAY Corpay, Inc.
+2.19%
+$75,962.07 
SNA Snap-on Inc.
+2.19%
+$62,021.44 
EQR Equity Residential
+2.18%
+$175,145.15 
CAG Conagra Brands Inc.
+2.17%
+$23,481.24 
MAA Mid-America Apartment Communities, Inc.
+2.17%
+$110,787.82 
GEHC GE HealthCare Technologies Inc.
+2.17%
+$425,031.54 
VNO Vornado Realty Trust
+2.16%
+$26,693.54 
TRMB Trimble Inc.
+2.15%
+$40,605.45 
HESM Hess Midstream LP
+2.14%
+$191,985.36 
DVA DaVita Inc.
+2.13%
+$23,553.92 
PCAR PACCAR Inc.
+2.13%
+$951,234.28 
LH Labcorp Holdings Inc.
+2.1%
+$64,601.68 
PKG Packaging Corporation of America
+2.06%
+$57,133.2 
DOV Dover Corporation
+2.06%
+$85,191.71 
NDSN Nordson Corporation
+2.06%
+$42,830.51 
SYY Sysco Corporation
+2.05%
+$113,907.03 
TFC Truist Financial Corporation
+2.04%
+$198,784.8 
DECK Deckers Outdoor Corporation
+2.04%
+$45,149.02 
MRP Millrose Properties Inc.
+2.04%
+$13,202.86 
AMH American Homes 4 Rent
+2.01%
+$40,453.43 
IEX IDEX Corporation
+2%
+$45,661.05 
MSCI MSCI Inc.
+2%
+$126,699.09 
HD The Home Depot, Inc.
+1.99%
+$984,776 
ARE Alexandria Real Estate Equities, Inc.
+1.98%
+$51,231.85 
CQP Cheniere Energy Partners L.P.
+1.98%
+$310,940.31 
DOC Healthpeak Properties, Inc.
+1.98%
+$100,343.51 
TGT Target Corporation
+1.97%
+$175,736.48 
V Visa Inc. Class A
+1.96%
+$1.72M 
VTR Ventas Inc.
+1.96%
+$271,621.82 
FRT Federal Realty Investment Trust
+1.95%
+$60,104.39 
EG Everest Group, Ltd.
+1.95%
+$40,221.56 
CLX The Clorox Company
+1.95%
+$32,965.38 
CDW CDW Corporation
+1.95%
+$47,627.13 
REGN Regeneron Pharmaceuticals, Inc.
+1.94%
+$906,412.87 
SUI Sun Communities Inc.
+1.93%
+$50,187.36 
EXPD Expeditors International of Washington, Inc.
+1.93%
+$65,103.12 
DIS The Walt Disney Company
+1.92%
+$477,190.44 
GEN Gen Digital Inc.
+1.91%
+$46,700.38 
MSFT Microsoft Corp.
+1.89%
+$19.2M 
KVUE Kenvue Inc.
+1.87%
+$105,655.9 
GLPI Gaming and Leisure Properties, Inc.
+1.87%
+$42,758.71 
OKE ONEOK, Inc.
+1.87%
+$590,049.6 
MTB M&T Bank Corporation
+1.85%
+$100,447.29 
INVH Invitation Homes Inc.
+1.84%
+$109,718.4 
NVR NVR, Inc.
+1.82%
+$57,163.05 
KEY KeyCorp
+1.81%
+$68,444.98 
CBOE Cboe Global Markets Inc.
+1.8%
+$73,750 
ALNY Alnylam Pharmaceuticals Inc
+1.78%
+$342,264.37 
CPT Camden Property Trust
+1.78%
+$68,690.82 
GILD Gilead Sciences Inc.
+1.78%
+$2M 
PG Procter & Gamble Co
+1.76%
+$891,000.97 
BMY Bristol-Myers Squibb Company
+1.74%
+$304,095.66 
PHM PulteGroup Inc.
+1.73%
+$66,720.99 
HR Healthcare Realty Trust Incorporated
+1.72%
+$23,754.47 
ICE Intercontinental Exchange, Inc.
+1.72%
+$194,107.2 
STWD Starwood Property Trust Inc.
+1.71%
+$17,359.63 
CHD Church & Dwight Co., Inc.
+1.71%
+$57,309.84 
DRI Darden Restaurants, Inc.
+1.71%
+$56,105.8 
KKR KKR & Co. Inc.
+1.69%
+$170,329.68 
AIG American International Group Inc.
+1.69%
+$99,764.21 
KNTK Kinetik Holdings Inc.
+1.66%
+$242,587.71 
AOS A. O. Smith Corporation
+1.64%
+$15,217.29 
USB U.S. Bancorp
+1.64%
+$229,653.95 
JLL Jones Lang LaSalle Inc.
+1.63%
+$45,993.04 
COLD Americold Realty Trust
+1.62%
+$12,613.58 
COF Capital One Financial Corporation
+1.61%
+$306,669.09 
IQV IQVIA Holdings Inc.
+1.61%
+$94,991.64 
SHW The Sherwin-Williams Company
+1.6%
+$175,973.4 
WYNN Wynn Resorts, Limited
+1.54%
+$17,712.14 
MET MetLife Inc.
+1.54%
+$112,280.82 
DKL Delek Logistics Partners L.P.
+1.51%
+$93,318.96 
CB Chubb Limited
+1.5%
+$266,422.28 
LVS Las Vegas Sands Corp.
+1.5%
+$32,329.51 
MNST Monster Beverage Corporation
+1.47%
+$904,368.57 
CTVA Corteva Inc.
+1.4%
+$114,377.38 
PDD PDD Holdings Inc. American Depositary Shares
+1.4%
+$438,398.93 
AAPL Apple Inc.
+1.4%
+$23.35M 
FOX Fox Corporation Class B Common Stock
+1.39%
+$14,840.86 
AFL Aflac Inc.
+1.38%
+$113,217.65 
RMD ResMed Inc.
+1.38%
+$56,770.06 
HAS Hasbro Inc.
+1.37%
+$21,033.91 
RITM Rithm Capital Corp.
+1.35%
+$12,304.62 
L Loews Corporation
+1.34%
+$36,240 
PAA Plains All American Pipeline, L.P.
+1.33%
+$178,441.27 
DE Deere & Company
+1.3%
+$276,607.58 
ECL Ecolab Inc.
+1.3%
+$128,051.82 
HIG The Hartford Insurance Group, Inc.
+1.29%
+$68,554.71 
KRC Kilroy Realty Corporation
+1.27%
+$10,084.85 
PH Parker-Hannifin Corporation
+1.26%
+$217,839.72 
EMR Emerson Electric Co.
+1.25%
+$137,051.37 
HSIC Henry Schein, Inc.
+1.25%
+$14,954.55 
FOXA Fox Corporation
+1.24%
+$21,891.62 
ET Energy Transfer L.P.
+1.23%
+$262,455.52 
FISV Fiserv, Inc.
+1.22%
+$49,457.68 
AME Ametek Inc.
+1.22%
+$93,796.68 
NLY Annaly Capital Management, Inc.
+1.21%
+$30,768.64 
ADM Archer-Daniels-Midland Co
+1.2%
+$68,200.11 
DHR Danaher Corporation
+1.19%
+$221,239.91 
UBER Uber Technologies, Inc.
+1.18%
+$257,306.84 
ESS Essex Property Trust, Inc.
+1.18%
+$71,926.48 
EXC Exelon Corporation
+1.18%
+$367,971.12 
WAB Wabtec Corporation
+1.17%
+$73,204.8 
CF CF Industries Holdings, Inc.
+1.16%
+$30,221.1 
BG Bunge Global S.A.
+1.15%
+$25,690.28 
FDX FedEx Corporation
+1.15%
+$111,588.89 
EIX Edison International
+1.15%
+$53,677.36 
MMM 3M Company
+1.15%
+$139,843.68 
LII Lennox International Inc.
+1.13%
+$26,728.42 
TRV The Travelers Companies, Inc.
+1.12%
+$115,065.27 
CVS CVS Health Corporation
+1.11%
+$216,073.34 
CVX Chevron Corporation
+1.11%
+$551,080.24 
LNG Cheniere Energy Inc.
+1.11%
+$254,191.36 
WST West Pharmaceutical Services, Inc.
+1.11%
+$39,112.68 
PFE Pfizer Inc.
+1.11%
+$225,452.42 
CAH Cardinal Health Inc.
+1.08%
+$82,606.7 
MLM Martin Marietta Materials, Inc.
+1.07%
+$49,771.98 
TXT Textron Inc.
+1.07%
+$28,958.85 
LAMR Lamar Advertising Company
+1.06%
+$28,031.15 
LLY Eli Lilly and Company
+1.06%
+$1.44M 
ED Consolidated Edison, Inc.
+1.05%
+$61,026.44 
CARR Carrier Global Corporation
+1.04%
+$80,747.81 
MSI Motorola Solutions, Inc.
+1.04%
+$99,279.72 
PAGP Plains GP Holdings, L.P.
+1.04%
+$98,449 
CINF Cincinnati Financial Corporation
+1.02%
+$38,920.64 
EXE Expand Energy Corporation
+1%
+$29,966.14 
LYB LyondellBasell Industries N.V.
+1%
+$21,504.66 
ACGL Arch Capital Group Ltd
+0.99%
+$59,078.32 
MTD Mettler-Toledo International Inc.
+0.99%
+$36,100.8 
LNT Alliant Energy Corporation
+0.99%
+$27,034.77 
LULU lululemon athletica inc.
+0.97%
+$17,113.42 
PBA Pembina Pipeline Corporation
+0.97%
+$297,875.9 
VRTX Vertex Pharmaceuticals Incorporated
+0.97%
+$802,541.07 
WFC Wells Fargo & Company
+0.97%
+$386,191.2 
EPD Enterprise Products Partners L.P.
+0.95%
+$190,919.36 
GL Globe Life Inc.
+0.93%
+$18,290.87 
APD Air Products and Chemicals, Inc.
+0.93%
+$85,186.92 
BX Blackstone Inc.
+0.92%
+$122,842.96 
KMI Kinder Morgan, Inc.
+0.9%
+$330,707.3 
XOM Exxon Mobil Corporation
+0.89%
+$794,012.16 
TROW T. Rowe Price Group, Inc.
+0.88%
+$32,240.34 
CRH CRH plc
+0.87%
+$87,238.06 
VMC Vulcan Materials Company
+0.87%
+$47,834.9 
AM Antero Midstream Corporation
+0.87%
+$153,822.83 
LDOS Leidos Holdings Inc.
+0.86%
+$17,077.59 
PPL PPL Corporation
+0.85%
+$37,582.1 
PNW Pinnacle West Capital Corporation
+0.83%
+$15,300.88 
DUK Duke Energy Corporation
+0.82%
+$112,805.07 
BBY Best Buy Co., Inc.
+0.81%
+$19,108.86 
SO The Southern Company
+0.8%
+$121,725.4 
ES Eversource Energy
+0.8%
+$31,716.04 
DHI D.R. Horton, Inc.
+0.79%
+$46,990.8 
FE FirstEnergy Corp.
+0.78%
+$31,864.52 
IVZ Invesco Ltd.
+0.78%
+$16,373.39 
AIZ Assurant Inc.
+0.75%
+$13,866.2 
TSN Tyson Foods Inc.
+0.75%
+$19,423.1 
XEL Xcel Energy Inc.
+0.74%
+$239,737.65 
LUV Southwest Airlines Co.
+0.74%
+$27,722.12 
CBRE CBRE Group Inc.
+0.73%
+$105,986.4 
LEN Lennar Corporation
+0.68%
+$17,978.26 
MAR Marriott International Inc. - Class A
+0.66%
+$433,878.81 
EOG EOG Resources, Inc.
+0.66%
+$69,810.3 
COP ConocoPhillips
+0.64%
+$126,765.93 
TDY Teledyne Technologies Incorporated
+0.62%
+$24,499.42 
ATO Atmos Energy Corporation
+0.62%
+$24,572.16 
TRGP Targa Resources Corp.
+0.61%
+$209,009.06 
CTRI Centuri Holdings Inc.
+0.59%
+$73,839.68 
INCY Incyte Corporation
+0.59%
+$15,867.73 
AMP Ameriprise Financial, Inc.
+0.58%
+$38,775.32 
SQ Block, Inc.
+0.57%
+$36,937.77 
DTM Dt Midstream Inc.
+0.56%
+$113,171.58 
HON Honeywell International Inc.
+0.56%
+$271,906.58 
MPLX MPLX LP
+0.55%
+$103,535.04 
ALL Allstate Corporation
+0.54%
+$48,283.41 
AEE Ameren Corporation
+0.53%
+$22,555.85 
APO Apollo Global Management, Inc.
+0.52%
+$42,045.57 
AXP American Express Company
+0.51%
+$140,208.22 
STLD Steel Dynamics Inc.
+0.5%
+$23,201.83 
DAL Delta Air Lines, Inc.
+0.48%
+$38,646.15 
D Dominion Energy, Inc.
+0.47%
+$41,059.61 
WEC WEC Energy Group Inc.
+0.47%
+$24,657.19 
JNJ Johnson & Johnson
+0.46%
+$402,438.27 
DVN Devon Energy Corporation
+0.44%
+$20,360.78 
TPL Texas Pacific Land Corporation
+0.43%
+$13,908.58 
TRP TC Energy Corporation
+0.42%
+$137,968.66 
NFLX Netflix, Inc.
+0.41%
+$893,489.87 
LIN Linde plc
+0.4%
+$657,740.88 
EVRG Evergy Inc.
+0.4%
+$11,160.18 
MELI MercadoLibre, Inc.
+0.38%
+$193,173.61 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$56,728.32 
AMZN Amazon.com Inc
+0.37%
+$3.34M 
EL The Estée Lauder Companies Inc. Class A
+0.36%
+$10,577.7 
FANG Diamondback Energy Inc
+0.36%
+$126,144.42 
TEAM Atlassian Corporation Class A
+0.36%
+$28,512 
Z Zillow Group Inc.
+0.35%
+$3,553.26 
DTE DTE Energy Company
+0.34%
+$15,315.5 
GD General Dynamics Corporation
+0.32%
+$42,590.22 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$88,535.51 
ZG Zillow Group, Inc.
+0.3%
+$1,000.9 
GOOG Alphabet Inc
+0.28%
+$1.83M 
TECH Bio-Techne Corporation
+0.27%
+$4,210.59 
CMS CMS Energy Corporation
+0.26%
+$8,668.18 
AEP American Electric Power Company, Inc.
+0.24%
+$117,911.04 
HPQ HP Inc.
+0.23%
+$8,069.82 
WMB The Williams Companies, Inc.
+0.21%
+$127,300.64 
GOOGL Alphabet Inc
+0.21%
+$1.59M 
LYV Live Nation Entertainment, Inc.
+0.2%
+$9,263.19 
AMT American Tower Corporation
+0.19%
+$40,189.12 
BAC Bank of America Corporation
+0.18%
+$106,604.96 
LMT Lockheed Martin Corporation
+0.17%
+$25,759.59 
PSKY Paramount Skydance Corporation Class B Common Stock
+0.15%
+$1,058.19 
WAT Waters Corporation
+0.13%
+$6,509.76 
ARES Ares Management Corporation
+0.1%
+$3,747.51 
CME CME Group Inc.
+0.09%
+$11,854.8 
VTWO Vanguard Russell 2000 ETF
+0.08%
+$660,467.4 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$105,532.05 
SCHW Charles Schwab Corporation
+0.08%
+$19,189.28 
EQT EQT Corporation
+0.05%
+$2,234.28 
OXY Occidental Petroleum Corporation
+0.04%
+$2,197.64 
PLTR Palantir Technologies Inc.
+0.01%
+$31,758.98 
EA Electronic Arts Inc.
+0.01%
+$1,637.6 
AES AES Corporation
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HOLX Hologic Inc.
0%
$0 
TRI
0%
$0 
SNDK SanDisk Corporation
-10.32%
-$3.54M 
GLW Corning Incorporated
-10.31%
-$2.01M 
WDC Western Digital Corporation
-10.05%
-$12.05M 
STX Seagate Technology Holdings plc
-8.77%
-$10.66M 
MRVL Marvell Technology, Inc.
-8.6%
-$8.16M 
ARM Arm Holdings plc American Depositary Receipt
-8.26%
-$1.64M 
COHR Coherent Corp.
-6.98%
-$565,388.12 
LITE Lumentum Holdings Inc.
-6.95%
-$537,652.5 
SMCI Super Micro Computer Inc
-6.88%
-$133,205.55 
MRNA Moderna, Inc.
-6.71%
-$230,007.6 
CIEN Ciena Corporation
-6.56%
-$554,060.42 
VST Vistra Corp
-6.43%
-$509,087.18 
HOOD Robinhood Markets, Inc.
-6%
-$777,954.87 
MU Micron Technology, Inc.
-5.91%
-$41.7M 
INTC Intel Corporation
-5.87%
-$19.8M 
ON ON Semiconductor Corporation
-5.46%
-$344,339.3 
AMD Advanced Micro Devices, Inc.
-5.4%
-$32.2M 
GE General Electric Company
-5.37%
-$2.95M 
TER Teradyne, Inc.
-5.08%
-$386,395.43 
ALB Albemarle Corporation
-5%
-$105,874.08 
FCX Freeport-McMoRan Inc.
-4.77%
-$599,495.05 
IBKR Interactive Brokers Group Inc.
-4.68%
-$287,985.32 
FFIV F5 Inc.
-4.52%
-$148,885.77 
MS Morgan Stanley
-4.48%
-$1.78M 
FSLR First Solar, Inc.
-4.47%
-$147,947.8 
MCHP Microchip Technology Incorporated
-4.42%
-$1.42M 
VRT Vertiv Holdings Co
-4.39%
-$746,324.44 
HPE Hewlett Packard Enterprise Company
-4.35%
-$460,107.18 
ORCL Oracle Corporation
-4.29%
-$1.41M 
LRCX Lam Research Corporation
-4.29%
-$12.44M 
GS The Goldman Sachs Group, Inc.
-4.28%
-$2.15M 
SATS EchoStar Corporation
-4.24%
-$62,033.03 
AVGO Broadcom Inc.
-4.2%
-$26.95M 
ETN Eaton Corporation plc
-4.18%
-$958,289.25 
MPWR Monolithic Power Systems, Inc.
-4.13%
-$1.83M 
CI The Cigna Group
-4.1%
-$465,771.6 
FIX Comfort Systems USA, Inc.
-4%
-$332,349.24 
NRG NRG Energy, Inc.
-3.79%
-$161,507.11 
NEM Newmont Corporation
-3.74%
-$558,909.32 
HUM Humana Inc.
-3.62%
-$254,913.56 
NXPI NXP Semiconductors N.V.
-3.58%
-$1.7M 
CSCO Cisco Systems, Inc.
-3.56%
-$10.88M 
HWM Howmet Aerospace Inc.
-3.55%
-$568,338.5 
TXN Texas Instruments Inc
-3.54%
-$6.67M 
INSM Insmed Inc.
-3.5%
-$424,510.67 
Q Qnity Electronics Inc.
-3.48%
-$166,188.41 
GNRC Generac Holdings Inc.
-3.47%
-$62,975.06 
CAT Caterpillar Inc.
-3.36%
-$2.07M 
QCOM QUALCOMM Incorporated
-3.33%
-$4.35M 
ELV Elevance Health, Inc.
-3.25%
-$395,699.58 
SOLS Sollensys Corp
-3.19%
-$5,751.36 
PWR Quanta Services Inc.
-3.19%
-$438,369.36 
CEG Constellation Energy Corporation
-3.06%
-$1.9M 
MSTR Strategy Inc.
-3.04%
-$420,438.4 
CMI Cummins Inc.
-2.94%
-$386,669.98 
APP AppLovin Corporation Class A Common Stock
-2.94%
-$2.75M 
FTNT Fortinet Inc.
-2.89%
-$2.32M 
DELL Dell Technologies Inc.
-2.79%
-$493,709.94 
ANET Arista Networks, Inc.
-2.75%
-$701,760.15 
KEYS Keysight Technologies, Inc.
-2.73%
-$214,276.82 
JBL Jabil Inc.
-2.7%
-$132,017.13 
GEV GE Vernova Inc.
-2.68%
-$1.11M 
ADI Analog Devices, Inc.
-2.68%
-$3.53M 
NVDA NVIDIA Corporation
-2.56%
-$45.59M 
KLAC KLA Corporation
-2.54%
-$5.14M 
NTAP NetApp, Inc.
-2.49%
-$123,854.28 
ETHA iShares Ethereum Trust
-2.48%
-$238,288.32 
EME EMCOR Group, Inc.
-2.29%
-$106,688.2 
AMAT Applied Materials, Inc.
-2.17%
-$6.93M 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$3.04M 
NEXT NextDecade Corporation
-2.1%
-$407,320.84 
SWKS Skyworks Solutions Inc.
-2.1%
-$25,688.3 
UAL United Airlines Holdings, Inc.
-2.02%
-$116,639.6 
COIN Coinbase Global, Inc.
-1.99%
-$105,350.24 
CVNA Carvana Co.
-1.94%
-$138,143.95 
APH Amphenol Corporation
-1.9%
-$523,650.66 
EBAY eBay Inc.
-1.87%
-$135,450.43 
CNC Centene Corporation
-1.8%
-$105,542.4 
MOS Mosaic Company
-1.78%
-$19,171.6 
HII Huntington Ingalls Industries Inc.
-1.75%
-$25,796.34 
TKO Tko Group Holdings Inc.
-1.71%
-$28,712.22 
META Meta Platforms Inc Class A
-1.71%
-$10.47M 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.7%
-$22,844.65 
CDNS Cadence Design Systems, Inc.
-1.69%
-$1.17M 
NTRS Northern Trust Corporation
-1.68%
-$98,162.74 
EQIX Equinix, Inc.
-1.66%
-$447,883.15 
AAAU Goldman Sachs Physical Gold ETF
-1.65%
-$1.3M 
SBAC SBA Communications Corporation
-1.64%
-$107,038.62 
C Citigroup Inc.
-1.64%
-$574,202.76 
TSLA Tesla, Inc.
-1.51%
-$8.34M 
DLR Digital Realty Trust, Inc.
-1.5%
-$280,787.76 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$241,964.45 
JCI Johnson Controls International plc
-1.46%
-$189,520.24 
DASH DoorDash, Inc.
-1.45%
-$751,190 
BKR Baker Hughes Company
-1.35%
-$514,944.73 
PANW Palo Alto Networks, Inc.
-1.35%
-$2.67M 
WBD Warner Bros. Discovery, Inc.
-1.3%
-$597,187.04 
HLT Hilton Worldwide Holdings Inc.
-1.23%
-$135,239 
DDOG Datadog, Inc. Class A Common Stock
-1.2%
-$692,864.37 
RTX RTX Corporation
-1.2%
-$460,465.66 
DD DuPont de Nemours, Inc.
-1.16%
-$35,645.19 
ZS Zscaler Inc.
-1.09%
-$135,225.51 
TT Trane Technologies plc
-1.08%
-$160,963.32 
ALGN Align Technology, Inc.
-1.05%
-$17,366.21 
LHX L3Harris Technologies, Inc.
-1.04%
-$78,239.52 
RCL Royal Caribbean Group
-1%
-$106,839.88 
STT State Street Corp
-0.96%
-$83,152.66 
GM General Motors Company
-0.95%
-$99,648.4 
HAL Halliburton Company
-0.94%
-$48,412.32 
CCI Crown Castle Inc.
-0.93%
-$111,834.72 
PEG Public Service Enterprise Group Incorporated
-0.9%
-$51,498.72 
IBIT iShares Bitcoin Trust
-0.9%
-$1.15M 
BA Boeing Company
-0.88%
-$213,816.86 
SLB Schlumberger Limited
-0.84%
-$86,315.6 
CMG Chipotle Mexican Grill, Inc.
-0.79%
-$52,019 
CCL Carnival Corporation Ltd.
-0.79%
-$36,903.51 
HODL VanEck Bitcoin ETF
-0.79%
-$779,361.52 
BKNG Booking Holdings Inc.
-0.77%
-$774,125.25 
WRB W.R. Berkley Corporation
-0.74%
-$24,158.16 
NOW ServiceNow, Inc.
-0.73%
-$115,181.99 
FER Ferrovial SE
-0.7%
-$175,580.55 
SNPS Synopsys, Inc.
-0.69%
-$374,545.1 
HUBB Hubbell Inc.
-0.69%
-$23,677.5 
EW Edwards Lifesciences Corporation
-0.68%
-$49,723.56 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$1.06M 
PCG PG&E Corporation
-0.66%
-$36,411.18 
TEL TE Connectivity plc
-0.62%
-$51,889.04 
ABNB Airbnb, Inc.
-0.6%
-$258,984.94 
TTD The Trade Desk, Inc. Class A
-0.58%
-$7,424.27 
RJF Raymond James Financial Inc.
-0.48%
-$24,111.28 
TTWO Take-Two Interactive Software, Inc.
-0.43%
-$128,240 
YUM Yum! Brands, Inc.
-0.43%
-$28,945.8 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$332,303.84 
PFG Principal Financial Group, Inc.
-0.39%
-$13,400.61 
MGM MGM Resorts International
-0.38%
-$6,876.72 
AXON Axon Enterprise, Inc.
-0.37%
-$104,913.01 
JPM JPMorgan Chase & Co.
-0.35%
-$490,496.98 
A Agilent Technologies Inc.
-0.3%
-$18,250.46 
NEE NextEra Energy, Inc.
-0.28%
-$75,873.75 
RVTY Revvity Inc.
-0.27%
-$4,607.1 
BEN Franklin Resources Inc.
-0.27%
-$4,013.73 
CNP CenterPoint Energy Inc.
-0.26%
-$11,118.47 
BLK BlackRock, Inc.
-0.25%
-$58,421.47 
PGR Progressive Corporation
-0.25%
-$43,719.52 
IRM Iron Mountain Inc.
-0.25%
-$30,823.91 
AKAM Akamai Technologies Inc.
-0.25%
-$6,062.25 
CRL Charles River Laboratories International, Inc.
-0.23%
-$3,478.8 
ETR Entergy Corporation
-0.22%
-$15,856.75 
TDG TransDigm Group Inc.
-0.19%
-$19,363.8 
CCEP Coca-Cola Europacific Partners PLC
-0.19%
-$47,517.99 
SRE Sempra
-0.18%
-$17,182.75 
NUE Nucor Corporation
-0.18%
-$14,125.93 
EXPE Expedia Group, Inc.
-0.18%
-$8,037.74 
APA APA Corporation
-0.16%
-$2,817.43 
DOW Dow Inc.
-0.15%
-$5,240.25 
APTV Aptiv PLC
-0.14%
-$2,479.84 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$3,415.16 
NOC Northrop Grumman Corporation
-0.07%
-$7,542.13 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$44,203.57 
HST Host Hotels & Resorts Inc.
-0.05%
-$2,715.48 
ROK Rockwell Automation, Inc.
-0.04%
-$2,448.96 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$20,544.6 
F Ford Motor Company
-0.02%
-$1,754.77 
NI NiSource Inc.
-0.02%
-$685.04 
TNK Teekay Tankers Ltd
-0.02%
-$2,711.37 
SYF Synchrony Financial
-0.01%
-$517.88 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6086 | Longs Won 3863/6086 63% | Profit Factor 4.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.56M |
| Average Win $1.49M | Best Trade (Jul 10) $139.17M | Sharpe Ratio -7.57 |
| Average Loss -$554,045.77 | Worst Trade (Jul 10) -$74.43M | Z-Score 23.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 6d | Expectancy $747,652.76 |
| 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 | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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