Mark R. Satkoski Portfolio
Invests via Midwest Capital Advisors, LLC | Managed by Michael D. DeSmyter, Mark R. Satkoski, Jack N. Tunge
Invests via Midwest Capital Advisors, LLC
Managed by Michael D. DeSmyter, Mark R. Satkoski, Jack N. Tunge
Automatically Tracked
Mark R. Satkoski Profile
Senior finance and operating executive focused on corporate finance, investor relations, and strategic growth across public and private companies. Mark R. Satkoski combines executive leadership in capital markets, M&A execution, and portfolio management with board-level governance and stakeholder communications. Known for managing capital raises, integrating acquisitions, and aligning operating performance with investor expectations, he is typically sought for CFO-level roles and turnaround assignments in capital-intensive sectors.
Senior finance and operating executive focused on corporate finance, investor relations, and strategic growth across public and private companies. Mark R. Satkoski combines executive leadership in capital markets, M&A execution, and portfolio management with board-level governance and stakeholder communications. Known for managing capital raises, integrating acquisitions, and aligning operating performance with investor expectations, he is typically sought for CFO-level roles and turnaround assignments in capital-intensive sectors.
Investment Philosophy & Strategy
Prioritizes disciplined, capital-efficient value creation through active capital allocation, operational remediation and strategic M&A in capital‑intensive sectors. Focuses on cash‑flow recovery, rigorous scenario underwriting and milestone‑based capital deployment to de‑risk turnarounds and growth investments. Employs a medium-term, event-driven time horizon, tight governance and transparent investor communications to align management incentives with shareholder outcomes while preserving liquidity and downside protection.
Prioritizes disciplined, capital-efficient value creation through active capital allocation, operational remediation and strategic M&A in capital‑intensive sectors. Focuses on cash‑flow recovery, rigorous scenario underwriting and milestone‑based capital deployment to de‑risk turnarounds and growth investments. Employs a medium-term, event-driven time horizon, tight governance and transparent investor communications to align management incentives with shareholder outcomes while preserving liquidity and downside protection.
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:
7.3%
Gain
Monthly
0.38%
Yearly
4.68%
Drawdown
21.21%
$239.02M
Equity
Holdings
$239.02M
Investment
$204.06M
$45.46M
Profit -$2.63M
Realized
$10.5M
Unrealized
$34.96M
Dividends
$5.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.63M
Win %
77%
This Week
Compared To Last Week
Gain
-2%
Profit
-$4.88M
Win %
77%
This Month
Compared to last month
Gain
-1.95%
Profit
-$4.76M
Win %
77%
This Year
Compared to last year
Gain
11.7%
Profit
$25.03M
Win %
75%
ABT Abbott Laboratories
+10.29%
+$3,398.45 
PRGO Perrigo Company plc
+8.72%
+$44.25 
DG Dollar General Corporation
+4.93%
+$496.34 
VRSK Verisk Analytics Inc.
+4.77%
+$567.92 
GIS General Mills, Inc.
+4.62%
+$361.2 
WM Waste Management, Inc.
+4.08%
+$3,461.64 
ROP Roper Technologies Inc.
+4.06%
+$509.76 
SJM The J.M. Smucker Company
+4.06%
+$443 
SYK Stryker Corporation
+4.05%
+$13,476.12 
ORLY O'Reilly Automotive Inc.
+3.75%
+$745.2 
ITW Illinois Tool Works Inc.
+3.68%
+$929.07 
MRK Merck & Co., Inc.
+3.56%
+$2,468.4 
FIS Fidelity National Information Services, Inc.
+3.5%
+$413.28 
AWK American Water Works Company, Inc.
+3.5%
+$1,356 
UNP Union Pacific Corporation
+3.42%
+$2,334.45 
ROST Ross Stores, Inc.
+3.25%
+$880.8 
TMUS T-Mobile US, Inc.
+3.1%
+$17.45 
PSX Phillips 66
+2.97%
+$664.05 
ISRG Intuitive Surgical, Inc.
+2.91%
+$1,178.84 
COST Costco Wholesale Corporation
+2.9%
+$6,844.74 
NSC Norfolk Southern Corporation
+2.89%
+$722 
PEP PepsiCo, Inc.
+2.87%
+$325.92 
RPM RPM International Inc.
+2.83%
+$730 
MPC Marathon Petroleum Corporation
+2.71%
+$445.5 
KO The Coca-Cola Company
+2.71%
+$1,036.95 
CTSH Cognizant Technology Solutions Corporation
+2.67%
+$256.63 
TJX The TJX Companies, Inc.
+2.65%
+$2,076 
BMY Bristol-Myers Squibb Company
+2.63%
+$231.93 
CSX CSX Corporation
+2.61%
+$918.48 
FITB Fifth Third Bancorp
+2.49%
+$1,140.11 
FLG Flagstar Bank, National Association
+2.43%
+$48.55 
WMT Walmart Inc.
+2.42%
+$2,460.68 
LOW Lowe's Companies Inc.
+2.33%
+$1,745.25 
PRU Prudential Financial, Inc.
+2.22%
+$191.25 
HBAN Huntington Bancshares Incorporated
+2.21%
+$1,146.23 
GNTX Gentex Corporation
+2.17%
+$487.85 
DIS The Walt Disney Company
+2.16%
+$625.8 
VRSN Verisign Inc.
+2.13%
+$287.67 
AAPL Apple Inc.
+2.05%
+$5,185.8 
V Visa Inc. Class A
+2.03%
+$895.28 
SCHD Schwab U.S. Dividend Equity ETF
+2.01%
+$5,209.9 
FISV Fiserv, Inc.
+1.99%
+$244.02 
MSCI MSCI Inc.
+1.93%
+$312.26 
FVD First Trust Value Line Dividend Index Fund
+1.8%
+$1,230.24 
KMI Kinder Morgan, Inc.
+1.79%
+$407.1 
PG Procter & Gamble Co
+1.78%
+$1,314.72 
MSFT Microsoft Corp.
+1.73%
+$2,894.92 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.63%
+$412 
EMR Emerson Electric Co.
+1.53%
+$326.04 
DTM Dt Midstream Inc.
+1.49%
+$3,419.92 
ED Consolidated Edison, Inc.
+1.48%
+$1,937.47 
CVX Chevron Corporation
+1.44%
+$314.4 
SHW The Sherwin-Williams Company
+1.42%
+$364.21 
ES Eversource Energy
+1.41%
+$161.2 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$206.1 
IQV IQVIA Holdings Inc.
+1.39%
+$140.63 
HD The Home Depot, Inc.
+1.3%
+$199.8 
NVS Novartis AG Sponsored ADR
+1.27%
+$192 
TPSC Timothy Plan US Small Cap Core ETF
+1.24%
+$1,109.84 
ECL Ecolab Inc.
+1.24%
+$397.46 
DON WisdomTree U.S. MidCap Dividend Fund
+1.23%
+$2,880.5 
AFL Aflac Inc.
+1.22%
+$246.32 
DUK Duke Energy Corporation
+1.21%
+$558.7 
JNJ Johnson & Johnson
+1.2%
+$1,035.3 
VRTX Vertex Pharmaceuticals Incorporated
+1.18%
+$570.59 
XOM Exxon Mobil Corporation
+1.18%
+$382.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.17%
+$51.75 
COP ConocoPhillips
+1.14%
+$180.33 
XLE Energy Select Sector SPDR Fund
+1.12%
+$187.32 
PFE Pfizer Inc.
+1.07%
+$23.96 
VOE Vanguard Mid-Cap Value ETF
+0.94%
+$812.16 
HON Honeywell International Inc.
+0.93%
+$212.18 
WMB The Williams Companies, Inc.
+0.93%
+$38.64 
IWS iShares Russell Mid-Cap Value ETF
+0.9%
+$1,357.36 
LIN Linde plc
+0.89%
+$127.42 
MLM Martin Marietta Materials, Inc.
+0.87%
+$407.13 
DE Deere & Company
+0.85%
+$531.06 
LLY Eli Lilly and Company
+0.81%
+$2,199.52 
DTE DTE Energy Company
+0.8%
+$2,911.06 
IVE ISHARES S&P 500 VALUE ETF
+0.78%
+$23.4 
WEC WEC Energy Group Inc.
+0.74%
+$114.24 
FE FirstEnergy Corp.
+0.74%
+$195.84 
GD General Dynamics Corporation
+0.74%
+$150.64 
BKNG Booking Holdings Inc.
+0.72%
+$429 
ILMN Illumina, Inc.
+0.69%
+$93.6 
LUV Southwest Airlines Co.
+0.69%
+$7.14 
EOG EOG Resources, Inc.
+0.67%
+$94.35 
PVAL Putnam Focused Large Cap Value ETF
+0.56%
+$47,752.56 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.55%
+$792.83 
IJR iShares Core S&P Small-Cap ETF
+0.55%
+$2,332.8 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$126 
DVN Devon Energy Corporation
+0.49%
+$1.89 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$583.05 
VTV Vanguard Value ETF
+0.38%
+$11,808 
AEP American Electric Power Company, Inc.
+0.35%
+$158.7 
EW Edwards Lifesciences Corporation
+0.34%
+$85.55 
CCL Carnival Corporation Ltd.
+0.3%
+$9.36 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$392.18 
QUAL iShares MSCI USA Quality Factor ETF
+0.23%
+$29,620 
NEE NextEra Energy, Inc.
+0.22%
+$123.6 
IFRA iShares U.S. Infrastructure
+0.19%
+$246.79 
VB Vanguard Small-Cap ETF
+0.08%
+$23.23 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-9.75%
-$6,898.32 
MRVL Marvell Technology, Inc.
-9.28%
-$5,301.78 
MU Micron Technology, Inc.
-6.45%
-$22,682.59 
AMD Advanced Micro Devices, Inc.
-6.16%
-$13,190.85 
ELBM Electra Battery Materials Corporation
-5.42%
-$22.4 
BAI iShares A.I. Innovation and Tech Active ETF
-5.39%
-$677,329.45 
LRCX Lam Research Corporation
-5.32%
-$6,775.4 
GRAL Grail, Inc.
-5.16%
-$46 
AVGO Broadcom Inc.
-4.7%
-$17,279.16 
GOOGL Alphabet Inc
-4.51%
-$9,268.42 
GOOG Alphabet Inc
-4.5%
-$7,347.06 
NLR VanEck Uranium and Nuclear ETF
-4.45%
-$754.85 
CAT Caterpillar Inc.
-4.28%
-$4,891.25 
AGL Agilon Health Inc.
-4.07%
-$551.54 
SLV iShares Silver Trust
-3.8%
-$397 
SOLS Sollensys Corp
-3.44%
-$107.17 
MTUM iShares MSCI USA Momentum Factor ETF
-3.33%
-$413,516.43 
UBS UBS Group AG
-3.01%
-$6.63 
CNC Centene Corporation
-2.91%
-$417.1 
ADI Analog Devices, Inc.
-2.85%
-$1,171.8 
ABTC Gryphon Digital Mining, Inc
-2.79%
-$0.54 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.76%
-$13,591.84 
NVDA NVIDIA Corporation
-2.69%
-$35,650.37 
IYW iShares U.S. Technology ETF
-2.44%
-$7,465.81 
LUMN Lumen Technologies Inc.
-2.32%
-$1.2 
KLAC KLA Corporation
-2.23%
-$1,550 
ICVT iShares Convertible Bond ETF
-2.1%
-$25,935.19 
GLD SPDR Gold Shares
-1.96%
-$145.8 
IAU iShares Gold Trust
-1.91%
-$69,003.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.8%
-$1,546.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.79%
-$15,494.42 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$2,059.02 
PTNQ Pacer Trendpilot 100 ETF
-1.76%
-$1,303.9 
IWP iShares Russell Mid-Cap Growth ETF
-1.59%
-$13,265.45 
VUG Vanguard Growth ETF
-1.46%
-$9,392.64 
IBIT iShares Bitcoin Trust
-1.26%
-$154.84 
ARKB Ark 21Shares Bitcoin ETF
-1.23%
-$43.73 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$162,032.32 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$49,350.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$21,166.38 
CWI SPDR MSCI ACWI ex-US ETF
-1.2%
-$9,768.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.2%
-$4,214.64 
JPM JPMorgan Chase & Co.
-1.2%
-$1,347.12 
BIDD iShares International Dividend Active ETF
-1.15%
-$17,049.9 
THRO iShares U.S. Thematic Rotation Active ETF
-1.11%
-$104,646.72 
BLK BlackRock, Inc.
-1.09%
-$131.56 
AMZN Amazon.com Inc
-1.09%
-$1,955.07 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.07%
-$242,070.19 
CORO Ishares International Country Rotational Active ETF
-1.03%
-$248,834.99 
HACK Amplify Cybersecurity ETF
-1.02%
-$218.09 
TSLA Tesla, Inc.
-0.92%
-$97.55 
IMAX Imax Corporation
-0.91%
-$15.97 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.9%
-$406,771.16 
EFA iShares MSCI EAFE ETF
-0.9%
-$847.88 
SHLD Global X Defense Tech ETF
-0.88%
-$50,943.6 
IEFA iShares Core MSCI EAFE ETF
-0.87%
-$198.57 
LHX L3Harris Technologies, Inc.
-0.84%
-$204.43 
PEG Public Service Enterprise Group Incorporated
-0.83%
-$132.66 
OEF iShares S&P 100 ETF
-0.82%
-$3,036.33 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.82%
-$162.42 
FUN Six Flags Entertainment Corporation
-0.77%
-$81 
SCHM Schwab U.S. Mid-Cap ETF
-0.76%
-$6,327.99 
RY Royal Bank of Canada
-0.73%
-$400 
GTIM Good Times Restaurants Inc.
-0.71%
-$0.13 
VOO Vanguard S&P 500 ETF
-0.68%
-$8,009.84 
IVV iShares Core S&P 500 ETF
-0.68%
-$5,958.55 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$7,619.73 
UIS Unisys Corporation
-0.66%
-$0.42 
SCHB Schwab U.S. Broad Market ETF
-0.65%
-$19,553.09 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.64%
-$2,907.99 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.62%
-$1,531.26 
AAEQ Alpha Architect US Equity 2 ETF
-0.58%
-$2,047.55 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.56%
-$192.5 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$32,142.75 
VGK Vanguard FTSE Europe ETF
-0.45%
-$122.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.43%
-$71.68 
IWM iShares Russell 2000 ETF
-0.32%
-$144.76 
BNDX Vanguard Total International Bond ETF
-0.18%
-$10,478.29 
MUB iShares National Muni Bond ETF
-0.14%
-$6.04 
TLH iShares 10-20 Year Treasury Bond ETF
-0.12%
-$2,611.3 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$0.13 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.1%
-$467.9 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.09%
-$4,218.18 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$61.6 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$2,426.28 
SYSB iShares Systematic Bond ETF
-0.06%
-$1,254.9 
BINC iShares Flexible Income Active ETF
-0.05%
-$1,929.65 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.04%
-$104.24 
VO Vanguard Mid-Cap ETF
-0.04%
-$112.42 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$96.83 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$88.84 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$0.02 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$32.51 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$7.78 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$3 
USTB VictoryShares Short-Term Bond ETF
-0.01%
-$557.87 Events
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Dividends
Dividend Analysis
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| Trades 657 | Longs Won 458/657 69% | Profit Factor 19.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $331,439.99 |
| Average Win $104,598.75 | Best Trade (Jul 15) $5.31M | Sharpe Ratio -12.59 |
| Average Loss -$12,267.72 | Worst Trade (Jul 16) -$618,786.52 | Z-Score 9.9 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $69,200.84 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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