HC
Harry Cowley Portfolio
Invests via Stonegate Investment Group LLC | Managed by Tony Smith, Thomas Joy
Invests via Stonegate Investment Group LLC
Managed by Tony Smith, Thomas Joy
Automatically Tracked
Harry Cowley Profile
With a rich background in corporate strategy, Harry Cowley has emerged as a pivotal figure in the realms of finance and entrepreneurship. His extensive experience encompasses leadership roles across various sectors, including technology and consumer goods. Known for his ability to drive growth initiatives, he has successfully guided companies through transformative phases while enhancing operational efficiencies. In addition to his corporate endeavors, Harry's keen insights into market trends have positioned him as a sought-after advisor among emerging ventures looking to refine their strategic direction. His engagement in fostering innovation underscores his relevance within dynamic business landscapes.
With a rich background in corporate strategy, Harry Cowley has emerged as a pivotal figure in the realms of finance and entrepreneurship. His extensive experience encompasses leadership roles across various sectors, including technology and consumer goods. Known for his ability to drive growth initiatives, he has successfully guided companies through transformative phases while enhancing operational efficiencies. In addition to his corporate endeavors, Harry's keen insights into market trends have positioned him as a sought-after advisor among emerging ventures looking to refine their strategic direction. His engagement in fostering innovation underscores his relevance within dynamic business landscapes.
Investment Philosophy & Strategy
Growth opportunities within dynamic markets are paramount for effective capital allocation. With a strong foundation in corporate strategy, Harry Cowley harnesses his diverse expertise to identify ventures that exhibit robust scalability potential. By prioritizing innovation and operational enhancements, he adeptly navigates the complexities of various sectors such as technology and consumer goods. His approach centers on fostering sustainable growth while maximizing value through strategic partnerships and acquisitions. This multifaceted perspective enables him to guide startups towards achieving their objectives with precision.
Growth opportunities within dynamic markets are paramount for effective capital allocation. With a strong foundation in corporate strategy, Harry Cowley harnesses his diverse expertise to identify ventures that exhibit robust scalability potential. By prioritizing innovation and operational enhancements, he adeptly navigates the complexities of various sectors such as technology and consumer goods. His approach centers on fostering sustainable growth while maximizing value through strategic partnerships and acquisitions. This multifaceted perspective enables him to guide startups towards achieving their objectives with precision.
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:
45.45%
Gain +0.98%
Monthly
0.6%
Yearly
7.41%
Drawdown
15.42%
$4.83B
Equity
Holdings
$4.83B
Investment
$3.09B
$1.63B
Profit +$55.11M
Realized
-$118.86M
Unrealized
$1.75B
Dividends
$257.93M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.98%
Profit
$55.11M
Win %
71%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$45.79M
Win %
71%
This Month
Compared to last month
Gain
-1.07%
Profit
-$52.02M
Win %
71%
This Year
Compared to last year
Gain
11.06%
Profit
$481.33M
Win %
71%
KLAC KLA Corporation
+12.99%
+$1.5M 
LRCX Lam Research Corporation
+12.77%
+$93,379.2 
MU Micron Technology, Inc.
+11.51%
+$431,316.67 
AMAT Applied Materials, Inc.
+11.4%
+$80,400.53 
CLF Cleveland-Cliffs Inc.
+10.19%
+$16,114.83 
ASML ASML Holding N.V. New York Registry Shares
+9.69%
+$244,060.5 
INTC Intel Corporation
+9.4%
+$1.05M 
MKSI MKS Instruments Inc.
+9.3%
+$93,347.34 
AMD Advanced Micro Devices, Inc.
+8.14%
+$18.57M 
ESAB Esab Corporation
+8.08%
+$12,448.6 
RUM Rumble Inc.
+7%
+$4,900 
CRWD CrowdStrike Holdings, Inc.
+6.83%
+$96,531.7 
HOOD Robinhood Markets, Inc.
+6.73%
+$15,198.96 
FCX Freeport-McMoRan Inc.
+6.68%
+$179,566.26 
STX Seagate Technology Holdings plc
+6.55%
+$135,419.73 
TECK Teck Resources Ltd.
+6.4%
+$21,123.18 
HON Honeywell International Inc.
+6.38%
+$4.29M 
PANW Palo Alto Networks, Inc.
+6.27%
+$6.71M 
QCOM QUALCOMM Incorporated
+6.22%
+$75,560.95 
BHP BHP Group Ltd.
+6.15%
+$248,931 
HWM Howmet Aerospace Inc.
+5.97%
+$18,863.4 
VRT Vertiv Holdings Co
+5.97%
+$1.32M 
AGX Argan Inc.
+5.96%
+$52,679.97 
DELL Dell Technologies Inc.
+5.9%
+$36,573.64 
BA Boeing Company
+5.81%
+$25,138.35 
URNM Sprott Uranium Miners ETF
+5.63%
+$46,400 
RBC RBC Bearings Incorporated
+5.46%
+$19,511.4 
VST Vistra Corp
+5.46%
+$89,941.44 
TXN Texas Instruments Inc
+5.44%
+$410,721.09 
LFUS Littelfuse Inc.
+5.41%
+$22,001.76 
ECG Everus Construction Group, Inc.
+5.29%
+$45,187.5 
GLW Corning Incorporated
+5.25%
+$51,508.8 
UAA Under Armour Inc.
+5.17%
+$3,818.48 
UPS United Parcel Service, Inc.
+5.1%
+$349,000.48 
PWR Quanta Services Inc.
+5.08%
+$147,679.02 
ETN Eaton Corporation plc
+5.05%
+$472,564.29 
ODFL Old Dominion Freight Line, Inc.
+5.04%
+$15,907.32 
CRH CRH plc
+4.96%
+$15,549.6 
AMGN Amgen Inc.
+4.91%
+$189,956.95 
PPG PPG Industries Inc.
+4.87%
+$12,793 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+4.86%
+$72,671.19 
KWR Quaker Chemical Corporation
+4.73%
+$12,532.4 
RIO Rio Tinto Plc Sponsored ADR
+4.67%
+$78,534.06 
CAT Caterpillar Inc.
+4.67%
+$399,680.36 
GPN Global Payments Inc.
+4.64%
+$73,045.2 
TSLA Tesla, Inc.
+4.64%
+$54,202.16 
MYRG Myr Group Inc.
+4.58%
+$37,280 
CR Crane NXT Co.
+4.57%
+$12,220.98 
FTNT Fortinet Inc.
+4.46%
+$16,923.46 
LMT Lockheed Martin Corporation
+4.42%
+$27,921.61 
IFF International Flavors & Fragrances Inc.
+4.37%
+$9,227.52 
J Jacobs Solutions Inc.
+4.29%
+$98,444.29 
CCJ Cameco Corporation
+4.24%
+$36,270.01 
NKE Nike, Inc. - Class B
+4.22%
+$1.21M 
SHW The Sherwin-Williams Company
+4.21%
+$38,583.72 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+4.21%
+$11,990.04 
GEV GE Vernova Inc.
+4.2%
+$345,502.12 
GE General Electric Company
+4.19%
+$395,189.98 
ROK Rockwell Automation, Inc.
+4.13%
+$33,087.61 
DKS Dick's Sporting Goods, Inc.
+4.1%
+$20,091.96 
DG Dollar General Corporation
+4.08%
+$19,473.13 
SYM Symbotic Inc. Class A
+3.95%
+$11,421.41 
DD DuPont de Nemours Inc.
+3.92%
+$28,009.83 
NVS Novartis AG Sponsored ADR
+3.92%
+$14,430.4 
RS Reliance Inc.
+3.92%
+$12,290.23 
ESE Esco Technologies Inc.
+3.88%
+$15,177.89 
GPC Genuine Parts Company
+3.88%
+$55,428.2 
XLK State Street Technology Select Sector SPDR ETF
+3.85%
+$32,096 
BCRX BioCryst Pharmaceuticals Inc.
+3.79%
+$15,403.28 
TDG TransDigm Group Inc.
+3.77%
+$14,051.39 
RTX RTX Corporation
+3.76%
+$188,061.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$18,654.7 
AVGO Broadcom Inc.
+3.64%
+$2.26M 
EMR Emerson Electric Co.
+3.62%
+$36,143.52 
SBUX Starbucks Corporation
+3.6%
+$50,452.56 
GILD Gilead Sciences Inc.
+3.6%
+$17,794.64 
JBTM JBT Marel Corporation
+3.55%
+$9,689.12 
TKO Tko Group Holdings Inc.
+3.54%
+$9,707.68 
TGT Target Corporation
+3.51%
+$20,650.03 
C Citigroup Inc.
+3.42%
+$57,127.68 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$903,152.52 
VGT Vanguard Information Technology ETF
+3.38%
+$34,656 
ARES Ares Management Corporation
+3.38%
+$25,046.14 
CRUS Cirrus Logic, Inc.
+3.25%
+$11,112.14 
GS The Goldman Sachs Group, Inc.
+3.24%
+$123,487.86 
ACA Arcosa Inc.
+3.23%
+$12,561.08 
ANET Arista Networks, Inc.
+3.22%
+$12,551.39 
GLD SPDR Gold Shares
+3.17%
+$48,382.16 
VMI Valmont Industries, Inc.
+3.14%
+$10,667.67 
VTWO Vanguard Russell 2000 ETF
+3.07%
+$46,914 
UBS UBS Group AG
+3.02%
+$17,912.49 
PH Parker-Hannifin Corporation
+2.98%
+$53,823.71 
CMG Chipotle Mexican Grill, Inc.
+2.91%
+$48,474.99 
MS Morgan Stanley
+2.91%
+$606,030.37 
LHX L3Harris Technologies, Inc.
+2.87%
+$46,849.5 
TEL TE Connectivity plc
+2.81%
+$40,180.32 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.75%
+$18,976.56 
ECL Ecolab Inc.
+2.74%
+$48,398.32 
VMC Vulcan Materials Company
+2.73%
+$144,788.41 
TLN Talen Energy Corporation
+2.7%
+$60,724.14 
NPWR Net Power Inc.
+2.69%
+$1,125 
SMR NuScale Power Corporation
+2.69%
+$1,500 
MAR Marriott International Inc. - Class A
+2.69%
+$103,986.74 
TXT Textron Inc.
+2.64%
+$9,710.72 
NVO Novo Nordisk A/S Sponsored ADR
+2.63%
+$42,106.5 
NRG NRG Energy, Inc.
+2.6%
+$25,647.52 
CSCO Cisco Systems, Inc.
+2.56%
+$4.76M 
VB Vanguard Small-Cap ETF
+2.54%
+$11,474.46 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$890,411.93 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$9,709.2 
CAH Cardinal Health Inc.
+2.52%
+$21,812.7 
COF Capital One Financial Corporation
+2.5%
+$11,823.65 
HD The Home Depot, Inc.
+2.5%
+$2.06M 
TT Trane Technologies plc
+2.48%
+$172,769.25 
OWL Blue Owl Capital Inc.
+2.48%
+$5,776.53 
LOW Lowe's Companies Inc.
+2.44%
+$59,669.28 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$64,236.57 
BMY Bristol-Myers Squibb Company
+2.41%
+$31,019.66 
NVDA NVIDIA Corporation
+2.33%
+$796,128.9 
CVS CVS Health Corporation
+2.32%
+$44,066.81 
OMEX Odyssey Marine Exploration Inc.
+2.32%
+$1,533.17 
PFE Pfizer Inc.
+2.29%
+$53,764.43 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.27%
+$5,495.62 
LLY Eli Lilly and Company
+2.27%
+$1.48M 
IWR iShares Russell Mid-Cap ETF
+2.24%
+$243,901.28 
LW Lamb Weston Holdings, Inc.
+2.2%
+$4,086.61 
CSX CSX Corporation
+2.17%
+$21,682.87 
IWS iShares Russell Mid-Cap Value ETF
+2.14%
+$43,021.44 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.1%
+$4,469.58 
SHOP Shopify Inc.
+2.08%
+$18,130.5 
EOSE Eos Energy Enterprises Inc.
+2.06%
+$1,875 
DEO Diageo plc Sponsored ADR
+2.01%
+$5,496 
GM General Motors Company
+1.97%
+$7,172.88 
BKNG Booking Holdings Inc.
+1.96%
+$5,433.75 
TFC Truist Financial Corporation
+1.93%
+$6,658.56 
DIS The Walt Disney Company
+1.92%
+$929,408.44 
FELV Fidelity Enhanced Large Cap Value ETF
+1.9%
+$10,129.03 
VUG Vanguard Growth ETF
+1.89%
+$92,581.68 
MGK Vanguard Mega Cap Growth ETF
+1.89%
+$12,061.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$81,256.39 
MELI MercadoLibre, Inc.
+1.86%
+$8,263.97 
MGV Vanguard Mega Cap Value ETF
+1.86%
+$4,679.21 
VO Vanguard Mid-Cap ETF
+1.85%
+$72,191.98 
HAS Hasbro Inc.
+1.82%
+$5,325 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.81%
+$265,307 
IWV ISHARES RUSSELL 3000 ETF
+1.8%
+$29,124.88 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$51,939.66 
AXP American Express Company
+1.79%
+$178,373.18 
IVV iShares Core S&P 500 ETF
+1.77%
+$1.55M 
VOO Vanguard S&P 500 ETF
+1.77%
+$444,422.56 
VRTX Vertex Pharmaceuticals Incorporated
+1.77%
+$47,293.46 
TM Toyota Motor Corporation
+1.76%
+$4,300.6 
NOC Northrop Grumman Corporation
+1.74%
+$91,608.2 
BX Blackstone Inc.
+1.73%
+$36,344.45 
CEG Constellation Energy Corporation
+1.72%
+$40,870.17 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.71%
+$5,280.62 
VTV Vanguard Value ETF
+1.69%
+$76,808.77 
SFBS ServisFirst Bancshares Inc.
+1.65%
+$1.24M 
RSP Invesco S&P 500 Equal Weight ETF
+1.61%
+$163,932.48 
DE Deere & Company
+1.6%
+$1.04M 
IWF iShares Russell 1000 Growth ETF
+1.6%
+$88,734.72 
VONG Vanguard Russell 1000 Growth Fund
+1.56%
+$6,142.68 
AMZN Amazon.com Inc
+1.54%
+$2.26M 
HAE Haemonetics Corporation
+1.54%
+$4,001.47 
MET MetLife Inc.
+1.53%
+$10,619.4 
JPM JPMorgan Chase & Co.
+1.53%
+$2.79M 
AIT Applied Industrial Technologies Inc.
+1.48%
+$13,950 
MRK Merck & Co., Inc.
+1.44%
+$52,365.45 
SYY Sysco Corporation
+1.41%
+$3,496.5 
AAPL Apple Inc.
+1.41%
+$4.1M 
PYPL PayPal Holdings Inc
+1.38%
+$270,334.4 
GL Globe Life Inc.
+1.37%
+$69,045.26 
SNY Sanofi American Depositary Receipt
+1.33%
+$4,133.66 
UBER Uber Technologies, Inc.
+1.32%
+$5,665.3 
LIN Linde plc
+1.29%
+$228,130.56 
VIG Vanguard Dividend Appreciation ETF
+1.28%
+$44,644.89 
UTG Reaves Utility Income Fund
+1.26%
+$3,585.5 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$3,996.61 
ABNB Airbnb, Inc.
+1.21%
+$5,494.68 
YUM Yum! Brands, Inc.
+1.19%
+$3,218.4 
ULTA Ulta Beauty Inc.
+1.17%
+$36,355 
TSCO Tractor Supply Company
+1.15%
+$2,134.97 
GEHC GE HealthCare Technologies Inc.
+1.15%
+$720,992.37 
HLT Hilton Worldwide Holdings Inc.
+1.12%
+$4,373.8 
IVE ISHARES S&P 500 VALUE ETF
+1.12%
+$93,268.09 
BAX Baxter International Inc.
+1.11%
+$3,031.87 
GAB Gabelli Equity Trust Inc.
+1.08%
+$2,907.22 
BAC Bank of America Corporation
+1.07%
+$23,383.03 
PLD Prologis Inc.
+1.07%
+$906,539.4 
IBM International Business Machines Corporation
+1.05%
+$41,850.53 
MMM 3M Company
+0.99%
+$425,110.94 
MNST Monster Beverage Corporation
+0.98%
+$3,973.8 
MCD McDonald's Corporation
+0.98%
+$109,409.56 
WDFC WD-40 Company
+0.93%
+$2,070 
CG The Carlyle Group Inc.
+0.93%
+$4,131.57 
CTAS Cintas Corporation
+0.92%
+$2,161.17 
FDN First Trust Dow Jones Internet Index Fund
+0.91%
+$1,783.2 
SDY SPDR S&P Dividend ETF
+0.88%
+$15,652.44 
SLB Schlumberger Limited
+0.86%
+$6,442.08 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$1,718.5 
CTA-PA EIDP, Inc.
+0.81%
+$4,004.59 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$8,677.37 
CAG Conagra Brands Inc.
+0.79%
+$4,980.26 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.77%
+$3,255 
GOOG Alphabet Inc
+0.76%
+$50,518.01 
PLTR Palantir Technologies Inc.
+0.71%
+$4,561.6 
BLK BlackRock, Inc.
+0.7%
+$2,315.16 
MRSH Marsh & McLennan Companies, Inc.
+0.69%
+$27,951.6 
RY Royal Bank of Canada
+0.68%
+$35,610.5 
SMBK SmartFinancial Inc.
+0.68%
+$3,507 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$5,146.46 
BEPC Brookfield Renewable Corporation
+0.65%
+$1,715 
APD Air Products and Chemicals, Inc.
+0.65%
+$12,080.86 
KHC The Kraft Heinz Company
+0.64%
+$6,130.91 
BAC-PL Bank of America Corporation
+0.62%
+$4,046.91 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$33,258.16 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$1,786.58 
UNP Union Pacific Corporation
+0.56%
+$62,136.54 
AJG Arthur J. Gallagher & Co.
+0.52%
+$995.9 
ABT Abbott Laboratories
+0.51%
+$35,997.78 
PCG PG&E Corporation
+0.51%
+$1,621.37 
BTI British American Tobacco p.l.c. ADR
+0.51%
+$1,784.36 
WFC Wells Fargo & Company
+0.48%
+$18,767.24 
SRE Sempra
+0.48%
+$6,297.49 
NSC Norfolk Southern Corporation
+0.47%
+$24,782.12 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.46%
+$1,102.85 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
+0.43%
+$720.94 
JOE The St. Joe Company
+0.43%
+$3,439.24 
RBA Rb Global Inc.
+0.42%
+$1,107.48 
ZTS Zoetis Inc.
+0.41%
+$825.33 
VZ Verizon Communications Inc.
+0.41%
+$28,662.83 
EQIX Equinix, Inc.
+0.38%
+$1,528.19 
TMUS T-Mobile US, Inc.
+0.38%
+$1,929.78 
OCSL Oaktree Specialty Lending Corporation
+0.37%
+$646.7 
PSA Public Storage Common Stock
+0.36%
+$1,945.32 
TIP iShares TIPS Bond ETF
+0.35%
+$1,078.38 
GOOGL Alphabet Inc
+0.35%
+$1.09M 
FCNCA First Citizens BancShares, Inc.
+0.34%
+$2,220.4 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$387.2 
ISRG Intuitive Surgical, Inc.
+0.28%
+$7,786.28 
IDXX IDEXX Laboratories, Inc.
+0.28%
+$10,273.95 
EHI Western Asset Global High Income Fund Inc.
+0.25%
+$310.89 
HUBB Hubbell Inc.
+0.24%
+$3,390 
IGD Voya Global Equity Dividend Fund
+0.24%
+$150 
ARCC Ares Capital Corporation
+0.24%
+$1,413.18 
SCHH Schwab U.S. REIT ETF
+0.19%
+$2,036.25 
AIG American International Group Inc.
+0.19%
+$1,294.86 
XEL Xcel Energy Inc.
+0.17%
+$1,367.88 
EVV Eaton Vance Limited Duration Income Fund
+0.16%
+$278.28 
TRV The Travelers Companies, Inc.
+0.15%
+$3,862.37 
D Dominion Energy, Inc.
+0.14%
+$1,543.05 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$172,446.76 
LDOS Leidos Holdings Inc.
+0.11%
+$180.57 
MDT Medtronic plc
+0.1%
+$627.68 
KVUE Kenvue Inc.
+0.08%
+$2,324.85 
ENB Enbridge Inc.
+0.07%
+$1,626.36 
TJX The TJX Companies, Inc.
+0.07%
+$56,751.2 
ABBV AbbVie Inc.
+0.06%
+$5,604.34 
JNJ Johnson & Johnson
+0.05%
+$58,621.7 
CMCSA Comcast Corp
+0.04%
+$403.11 
KMB Kimberly-Clark Corporation
+0.03%
+$293.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$24.23 
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62886HBD2
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67059NAH1
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679295AD7
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682189AS4
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ANTM Anthem Inc
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CADE
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
CNX
0%
$0 
EQT
0%
$0 
HES Hess Corporation
0%
$0 
HPQ HP Inc.
0%
$0 
JCI
0%
$0 
LH
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SNOW
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
VG
0%
$0 
ORCL Oracle Corporation
-8.32%
-$1.61M 
ADSK Autodesk, Inc.
-7.11%
-$269,657.68 
ADBE Adobe Inc.
-6.4%
-$185,524.92 
WDAY Workday Inc.
-5.02%
-$97,441.8 
AR Antero Resources Corporation
-4.1%
-$99,230.36 
COP ConocoPhillips
-3.7%
-$232,136.52 
ENOV Enovis Corporation
-3.41%
-$4,887.75 
SPOT Spotify Technology S.A.
-3.22%
-$5,042.87 
SPGI S&P Global Inc.
-2.93%
-$17,304.21 
RRC Range Resources Corporation
-2.9%
-$51,075 
APP AppLovin Corporation Class A Common Stock
-2.83%
-$15,097.03 
HUBS HubSpot, Inc.
-2.82%
-$3,944 
OXY Occidental Petroleum Corporation
-2.79%
-$9,083.67 
NOW ServiceNow, Inc.
-2.78%
-$98,515.18 
XOM Exxon Mobil Corporation
-2.71%
-$4.25M 
EOG EOG Resources, Inc.
-2.65%
-$41,585.88 
INTU Intuit Inc.
-2.58%
-$54,718.45 
WM Waste Management, Inc.
-2.36%
-$84,719.35 
MO Altria Group, Inc.
-2.34%
-$84,549.24 
CRM Salesforce Inc
-2.24%
-$32,516.97 
ADP Automatic Data Processing Inc.
-2.22%
-$9,395.94 
BSX Boston Scientific Corporation
-2.18%
-$7,022.08 
DOW Dow Inc.
-2.18%
-$17,316.03 
CHKP Check Point Software Technologies Ltd.
-2.17%
-$3,270 
SOLV Solventum Corporation
-2.15%
-$6,032.58 
MSCI MSCI Inc.
-2.11%
-$5,102.37 
CVX Chevron Corporation
-2.08%
-$3.14M 
XLE Energy Select Sector SPDR Fund
-1.99%
-$16,240 
PSX Phillips 66
-1.95%
-$3.15M 
BFS Saul Centers Inc.
-1.88%
-$4,960.77 
RSG Republic Services, Inc.
-1.84%
-$247,620.3 
MSFT Microsoft Corp.
-1.81%
-$3.18M 
ALL Allstate Corporation
-1.71%
-$9,201.78 
CIGI Colliers International Group Inc.
-1.61%
-$2,900.16 
EXE Expand Energy Corporation
-1.59%
-$2,803.08 
TPL Texas Pacific Land Corporation
-1.59%
-$9,603.3 
ACN Accenture plc Class A
-1.56%
-$62,535.87 
FIS Fidelity National Information Services, Inc.
-1.51%
-$12,775.86 
KMI Kinder Morgan, Inc.
-1.51%
-$44,150.4 
AMT American Tower Corporation
-1.48%
-$18,587.8 
OKE ONEOK, Inc.
-1.46%
-$12,100.44 
IOT Samsara Inc. Class A Common Stock
-1.44%
-$5,781 
CCI Crown Castle Inc.
-1.39%
-$32,900.4 
DHR Danaher Corporation
-1.32%
-$633,005.28 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$15,843.68 
EPD Enterprise Products Partners L.P.
-1.31%
-$6,586.97 
MAA Mid-America Apartment Communities, Inc.
-1.3%
-$170,002.56 
MDLZ Mondelez International, Inc.
-1.28%
-$4,510 
VLO Valero Energy Corporation
-1.22%
-$14,294.7 
WTW Willis Towers Watson Public Limited Company
-1.2%
-$2,258.98 
CTSH Cognizant Technology Solutions Corporation
-1.17%
-$2,060.63 
KO The Coca-Cola Company
-1.16%
-$232,408.12 
AVB AvalonBay Communities, Inc.
-1.15%
-$6,208.14 
DOCS Doximity Inc.
-1.14%
-$769.12 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-1.14%
-$12,068.64 
MPC Marathon Petroleum Corporation
-1.13%
-$11,551.95 
V Visa Inc. Class A
-1.13%
-$1.28M 
PINS Pinterest, Inc. Class A
-1.08%
-$2,412.98 
PM Philip Morris International Inc.
-1.07%
-$38,592.4 
ICE Intercontinental Exchange, Inc.
-1.04%
-$4,098.73 
SNPS Synopsys, Inc.
-1.04%
-$3,491.65 
ET Energy Transfer L.P.
-1.02%
-$7,686.55 
SYK Stryker Corporation
-1.02%
-$7,021.52 
PODD Insulet Corporation
-1.01%
-$1,167.4 
PGR Progressive Corporation
-0.97%
-$3,146.22 
EHC Encompass Health Corporation
-0.94%
-$2,570.5 
CLX The Clorox Company
-0.94%
-$2,723.97 
FSV FirstService Corporation
-0.9%
-$2,051.82 
NFLX Netflix, Inc.
-0.89%
-$7,358.4 
CB Chubb Limited
-0.85%
-$55,519.78 
PAGP Plains GP Holdings, L.P.
-0.83%
-$2,341.72 
AMLP Alerian MLP ETF
-0.78%
-$4,661.7 
WMB The Williams Companies, Inc.
-0.78%
-$46,325.44 
SO The Southern Company
-0.77%
-$641,417.25 
COST Costco Wholesale Corporation
-0.75%
-$563,300.64 
DUK Duke Energy Corporation
-0.74%
-$24,142.67 
SCHW Charles Schwab Corporation
-0.73%
-$3,430.05 
SEIC SEI Investments Company
-0.71%
-$2,858.94 
HIG The Hartford Insurance Group, Inc.
-0.68%
-$4,338.4 
AFL Aflac Inc.
-0.68%
-$1,651.89 
BP BP p.l.c. Sponsored ADR
-0.65%
-$8,161.72 
SSNC SS&C Technologies Holdings Inc.
-0.65%
-$3,430.95 
CL Colgate-Palmolive Company
-0.61%
-$6,404.2 
MLPX Global X MLP & Energy Infrastructure ETF
-0.59%
-$5,095.2 
CPB The Campbell's Company
-0.59%
-$1,115.78 
ALNY Alnylam Pharmaceuticals Inc
-0.56%
-$1,111.5 
MA Mastercard Incorporated
-0.5%
-$48,546.28 
T AT&T Inc.
-0.49%
-$6,032.32 
BDX Becton, Dickinson and Company
-0.49%
-$7,280.74 
UL Unilever PLC Sponsored American Depositary Receipt
-0.47%
-$7,145.54 
UNH UnitedHealth Group Incorporated
-0.44%
-$16,204.78 
CME CME Group Inc.
-0.42%
-$1,594.87 
PG Procter & Gamble Co
-0.4%
-$57,627.89 
META Meta Platforms Inc Class A
-0.4%
-$241,977.61 
SHEL Shell plc
-0.38%
-$6,833.19 
PEP PepsiCo, Inc.
-0.37%
-$27,194.36 
ORLY O'Reilly Automotive Inc.
-0.35%
-$12,099.47 
CP Canadian Pacific Kansas City Limited
-0.31%
-$883.68 
EXC Exelon Corporation
-0.28%
-$1,353.43 
AXON Axon Enterprise, Inc.
-0.28%
-$502 
RF-PF Regions Financial Corporation
-0.24%
-$24,899.4 
ACGL Arch Capital Group Ltd
-0.23%
-$471.45 
HLN Haleon Plc - ADR
-0.22%
-$1,016.7 
AMP Ameriprise Financial, Inc.
-0.18%
-$1,391.54 
GWW W.W. Grainger, Inc.
-0.15%
-$1,287.24 
DTE DTE Energy Company
-0.13%
-$403.66 
HDV iShares Core High Dividend ETF
-0.13%
-$346.5 
WMT Walmart Inc.
-0.12%
-$282,026.3 
EA Electronic Arts Inc.
-0.11%
-$442.25 
SJM The J.M. Smucker Company
-0.1%
-$64,067.88 
SPLV Invesco S&P 500 Low Volatility ETF
-0.1%
-$210 
AEP American Electric Power Company, Inc.
-0.09%
-$1,741.32 
NEE NextEra Energy, Inc.
-0.09%
-$8,882.92 
FNF Fidelity National Financial, Inc.
-0.02%
-$472.62 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4502 | Longs Won 2519/4502 55% | Profit Factor 4.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.37M |
| Average Win $810,505.9 | Best Trade (Jun 10) $132.5M | Sharpe Ratio -11.54 |
| Average Loss -$209,173.1 | Worst Trade (Jun 30) -$27.27M | Z-Score 0.34 (26.99%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w | Expectancy $361,366.97 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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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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