Craig Small Portfolio
Invests via Symphony Financial Services, Inc. | Managed by Craig Small
Invests via Symphony Financial Services, Inc.
Managed by Craig Small
Automatically Tracked
Craig Small Profile
Growth-stage investor and operator active across fintech, payments and B2B software, with experience leading product and commercial teams and executing M&A and capital raises. Craig Small leverages operating background to source and scale early to mid-market opportunities, advising boards on go-to-market and fundraising strategy. Capital focus typically centers on Series A–C investees and strategic minority stakes.
Growth-stage investor and operator active across fintech, payments and B2B software, with experience leading product and commercial teams and executing M&A and capital raises. Craig Small leverages operating background to source and scale early to mid-market opportunities, advising boards on go-to-market and fundraising strategy. Capital focus typically centers on Series A–C investees and strategic minority stakes.
Investment Philosophy & Strategy
Operator-led growth investor focused on fintech, payments and B2B SaaS, deploying Series A–C capital into companies with measurable revenue traction and product-market fit. Investment style blends active board-level partnership with pragmatic capital preservation: prioritize unit economics, scalable go-to-market motions and repeatable customer acquisition. Capital allocation favors minority stakes that unlock follow-on rounds and strategic M&A, while using operational playbooks to accelerate commercial expansion. Time horizon is growth-oriented with a 3–7 year exit lens, disciplined on downside protection through governance controls, tranche-based funding and milestone-driven follow-ons.
Operator-led growth investor focused on fintech, payments and B2B SaaS, deploying Series A–C capital into companies with measurable revenue traction and product-market fit. Investment style blends active board-level partnership with pragmatic capital preservation: prioritize unit economics, scalable go-to-market motions and repeatable customer acquisition. Capital allocation favors minority stakes that unlock follow-on rounds and strategic M&A, while using operational playbooks to accelerate commercial expansion. Time horizon is growth-oriented with a 3–7 year exit lens, disciplined on downside protection through governance controls, tranche-based funding and milestone-driven follow-ons.
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:
0.66%
Gain
Monthly
0.03%
Yearly
0.32%
Drawdown
27.47%
$216.13M
Equity
Holdings
$216.13M
Investment
$174.56M
$42.31M
Profit -$928,647.31
Realized
$737,718.21
Unrealized
$41.57M
Dividends
$7.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$928,647.31
Win %
81%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$1.87M
Win %
81%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.14M
Win %
81%
This Year
Compared to last year
Gain
10.95%
Profit
$21.34M
Win %
81%
MRK Merck & Co., Inc.
+3.56%
+$8,452.4 
OHI Omega Healthcare Investors Inc.
+3.35%
+$8,378.1 
T AT&T Inc.
+3.06%
+$6,335.16 
COST Costco Wholesale Corporation
+2.9%
+$22,630.09 
MPC Marathon Petroleum Corporation
+2.71%
+$7,630.2 
SBUX Starbucks Corporation
+2.7%
+$8,278.6 
MO Altria Group, Inc.
+2.69%
+$17,185.5 
IYK iShares U.S. Consumer Staples ETF
+2.58%
+$8,671.32 
MCD McDonald's Corporation
+2.47%
+$7,554.45 
WMT Walmart Inc.
+2.42%
+$14,785.85 
MA Mastercard Incorporated
+2.4%
+$11,814.75 
KBE SPDR S&P Bank ETF
+2.36%
+$9,218.58 
AKRE Akre Focus ETF
+2.31%
+$31,906.56 
AAPL Apple Inc.
+2.05%
+$188,263.3 
V Visa Inc. Class A
+2.03%
+$75,615.06 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.91%
+$188,174 
XLV Health Care Select Sector SPDR Fund
+1.91%
+$5,451.1 
PG Procter & Gamble Co
+1.78%
+$8,873.04 
COWZ Pacer US Cash Cows 100 ETF
+1.73%
+$68,102.94 
MSFT Microsoft Corp.
+1.73%
+$56,011.98 
POWA Invesco Bloomberg Pricing Power ETF
+1.66%
+$5,081.97 
IYH iShares U.S. Healthcare ETF
+1.62%
+$10,302.08 
PAA Plains All American Pipeline, L.P.
+1.56%
+$19,074.17 
EPD Enterprise Products Partners L.P.
+1.45%
+$3,426.96 
SHW The Sherwin-Williams Company
+1.42%
+$5,680.73 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+1.31%
+$4,434.3 
HD The Home Depot, Inc.
+1.3%
+$3,898.32 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.29%
+$7,214.1 
ET Energy Transfer L.P.
+1.28%
+$6,856.69 
JNJ Johnson & Johnson
+1.2%
+$3,629.5 
XOM Exxon Mobil Corporation
+1.18%
+$14,643.8 
PFE Pfizer Inc.
+1.07%
+$6,560.5 
IYE iShares U.S. Energy ETF
+1.05%
+$4,994.48 
HON Honeywell International Inc.
+0.93%
+$2,332.89 
PCN PIMCO Corporate & Income Strategy Fund
+0.87%
+$1,425.96 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$20,678.78 
LLY Eli Lilly and Company
+0.81%
+$9,739.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$2,823.15 
IYC iShares U.S. Consumer Discretionary ETF
+0.69%
+$1,589.7 
NFLX Netflix, Inc.
+0.34%
+$1,856.5 
EW Edwards Lifesciences Corporation
+0.34%
+$1,997.15 
GAB Gabelli Equity Trust Inc.
+0.26%
+$478.56 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$2,508.62 
JHMM John Hancock Multifactor Mid Cap ETF
+0.23%
+$760.75 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.21%
+$2,104.78 
XMHQ Invesco S&P MidCap Quality ETF
+0.16%
+$1,492.58 
LMT Lockheed Martin Corporation
+0.14%
+$1,131.49 
HSBC HSBC Holdings plc Sponsored ADR
+0.1%
+$351.33 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.07%
+$2,007.74 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$582.14 
GABRT
0%
$0 
UFOX Defiance Connective Technologies ETF
-4.99%
-$20,203.45 
AEIS Advanced Energy Industries Inc.
-4.84%
-$15,406.17 
AVGO Broadcom Inc.
-4.7%
-$67,709.12 
GOOGL Alphabet Inc
-4.51%
-$22,167.25 
CAT Caterpillar Inc.
-4.28%
-$11,465.09 
DELL Dell Technologies Inc.
-4.25%
-$39,334.4 
SMH VanEck Semiconductor ETF
-4.04%
-$190,156.44 
ETN Eaton Corporation plc
-3.86%
-$12,477.11 
JTEK JPMorgan U.S. Tech Leaders ETF
-3.75%
-$122,867.66 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.93%
-$26,325.18 
ITA iShares U.S. Aerospace & Defense ETF
-2.86%
-$19,422.31 
NVDA NVIDIA Corporation
-2.69%
-$165,728.51 
GEV GE Vernova Inc.
-2.61%
-$11,571 
META Meta Platforms Inc Class A
-2.45%
-$21,585.52 
IYW iShares U.S. Technology ETF
-2.44%
-$32,527.46 
BST BlackRock Science and Technology Trust
-2.33%
-$7,693.4 
IWY iShares Russell Top 200 Growth ETF
-2.15%
-$135,633.33 
IWF iShares Russell 1000 Growth ETF
-2.13%
-$53,157.56 
XMMO Invesco S&P MidCap Momentum ETF
-2.1%
-$110,959.87 
VGT Vanguard Information Technology ETF
-2.05%
-$79,735.32 
GLD SPDR Gold Shares
-1.96%
-$7,034.85 
SRV NXG Cushing Midstream Energy Fund
-1.78%
-$4,991.36 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$60,931.74 
TTE TotalEnergies SE
-1.56%
-$5,491.25 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.46%
-$10,004.16 
RTX RTX Corporation
-1.39%
-$4,422.69 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1.34%
-$71,083.88 
JPM JPMorgan Chase & Co.
-1.2%
-$28,960.98 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.14%
-$127,485.4 
AMZN Amazon.com Inc
-1.09%
-$34,592.49 
SPHQ Invesco S&P 500 Quality ETF
-0.96%
-$9,318.37 
TSLA Tesla, Inc.
-0.92%
-$3,237.34 
USMC Principal U.S. Mega-Cap ETF
-0.78%
-$141,640.97 
BUFQ FT Nasdaq Buffer ETF July.
-0.77%
-$3,295.5 
VOO Vanguard S&P 500 ETF
-0.68%
-$6,844 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.67%
-$32,377.4 
PGR Progressive Corporation
-0.51%
-$3,145.8 
XLI Industrial Select Sector SPDR Fund
-0.35%
-$1,322.24 
IYF iShares U.S. Financials ETF
-0.3%
-$700.69 
BUFR FT Vestladder Buffer ETF-USD I
-0.3%
-$54,120.21 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.19%
-$14,285.52 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.15%
-$1,207.35 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$27,088 
PHYL PGIM Active High Yield Bond ETF
-0.1%
-$270.73 
PAVE Global X U.S. Infrastructure Development ETF
-0.1%
-$11,476.19 
BKCG BNY Mellon Concentrated Growth ETF
-0.09%
-$511.97 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$868.12 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$23.62 Events
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Dividends
Dividend Analysis
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| Trades 667 | Longs Won 500/667 74% | Profit Factor 18.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,017.84 |
| Average Win $89,548.48 | Best Trade (Jul 10) $3.72M | Sharpe Ratio -9.86 |
| Average Loss -$14,753.19 | Worst Trade (Jul 10) -$341,428.5 | Z-Score 16.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $63,433.97 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
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