Stacey Madison Portfolio
Invests via VELA Investment Management LLC | Managed by Jeannette Hubbard, CFA, Roderick H. Dillon, CFA, Jason Downey, CFA, Kyle L. Schneider, CFA, Bobby (Robert) Murphy, CFA, CPA
Invests via VELA Investment Management LLC
Managed by Jeannette Hubbard, CFA, Roderick H. Dillon, CFA, Jason Downey, CFA, Kyle L. Schneider, CFA, Bobby (Robert) Murphy, CFA, CPA
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Stacey Madison Profile
Stacey Madison is a prominent entrepreneur recognized for founding the highly successful salad chain, Saladworks. Her journey from a small startup to national recognition showcases her innovative approach to healthy dining solutions. Through strategic expansion efforts, she has played a pivotal role in shaping the brand's market presence and consumer engagement strategies. Beyond her culinary venture, Madison actively contributes to discussions on entrepreneurship and healthy living, making her relevant in today's investment landscape focused on wellness-oriented businesses. With extensive experience in building franchise operations, she provides valuable insights into sustainable business growth within the food industry.
Stacey Madison is a prominent entrepreneur recognized for founding the highly successful salad chain, Saladworks. Her journey from a small startup to national recognition showcases her innovative approach to healthy dining solutions. Through strategic expansion efforts, she has played a pivotal role in shaping the brand's market presence and consumer engagement strategies. Beyond her culinary venture, Madison actively contributes to discussions on entrepreneurship and healthy living, making her relevant in today's investment landscape focused on wellness-oriented businesses. With extensive experience in building franchise operations, she provides valuable insights into sustainable business growth within the food industry.
Investment Philosophy & Strategy
Stacey Madison embodies a pioneering spirit in the culinary entrepreneurship landscape. With her deep expertise in franchise operations, she possesses a unique perspective on sustainable growth within health-focused enterprises. Her decision-making often reflects an emphasis on innovative market strategies that resonate with contemporary consumer preferences for nutritious dining options. In addition to nurturing her own successful brand, her active participation in entrepreneurial forums underscores her commitment to advancing wellness-oriented business practices. As the food industry increasingly trends towards healthier choices, insights derived from both experience and strategic foresight position her as a thought leader shaping future investments.
Stacey Madison embodies a pioneering spirit in the culinary entrepreneurship landscape. With her deep expertise in franchise operations, she possesses a unique perspective on sustainable growth within health-focused enterprises. Her decision-making often reflects an emphasis on innovative market strategies that resonate with contemporary consumer preferences for nutritious dining options. In addition to nurturing her own successful brand, her active participation in entrepreneurial forums underscores her commitment to advancing wellness-oriented business practices. As the food industry increasingly trends towards healthier choices, insights derived from both experience and strategic foresight position her as a thought leader shaping future 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:
52.46%
Gain -2.04%
Monthly
0.91%
Yearly
11.51%
Drawdown
22.76%
$409.98M
Equity
Holdings
$409.98M
Investment
$355.27M
$101.71M
Profit -$6.7M
Realized
$47M
Unrealized
$54.71M
Dividends
$18.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.04%
Profit
-$6.7M
Win %
69%
This Week
Compared To Last Week
Gain
-1.78%
Profit
-$7.42M
Win %
69%
This Month
Compared to last month
Gain
1.91%
Profit
$7.7M
Win %
69%
This Year
Compared to last year
Gain
5.19%
Profit
$20.25M
Win %
69%
WIX Wix.com Ltd.
+3.96%
+$257,172.6 
AMD Advanced Micro Devices, Inc.
+2.77%
+$21,716.64 
FOUR Shift4 Payments, Inc.
+2.3%
+$64,792.04 
GIL Gildan Activewear Inc.
+2.1%
+$85,998.95 
NOMD Nomad Foods Ltd.
+2.04%
+$43,945 
GOOG Alphabet Inc
+2%
+$14,227.52 
CPAY Corpay, Inc.
+1.91%
+$40,241.43 
NLOP Net Lease Office Properties.
+1.9%
+$29,431.6 
GOOGL Alphabet Inc
+1.88%
+$239,314.11 
MSFT Microsoft Corp.
+1.85%
+$67,152.7 
NOC Northrop Grumman Corporation
+1.85%
+$8,684.34 
CRM Salesforce Inc
+1.85%
+$28,778.12 
DPZ Domino's Pizza Inc.
+1.75%
+$7,458.94 
ABT Abbott Laboratories
+1.6%
+$33,465.46 
PRCT Procept BioRobotics Corporation
+1.53%
+$21,546.51 
EFX Equifax Inc.
+1.5%
+$54,785.93 
EPAM Epam Systems Inc.
+1.44%
+$33,658.72 
GLOB Globant S.A.
+1.43%
+$15,686 
NOW ServiceNow, Inc.
+1.39%
+$13,586.58 
ETSY Etsy Inc.
+1.25%
+$52,159.2 
AMZN Amazon.com Inc
+1.24%
+$133,627.14 
LMB Limbach Holdings Inc.
+1.22%
+$38,364.34 
XLE Energy Select Sector SPDR Fund
+1.08%
+$452.5 
FIS Fidelity National Information Services, Inc.
+1.07%
+$7,034.85 
WHD Cactus Inc.
+1.05%
+$82,480.71 
V Visa Inc. Class A
+1.02%
+$15,525.34 
COKE Coca-Cola Consolidated Inc.
+0.97%
+$17,328.87 
TDW Tidewater Inc.
+0.92%
+$24,156.3 
ACN Accenture plc Class A
+0.91%
+$35,413.23 
MDT Medtronic plc
+0.88%
+$4,914.21 
JKHY Jack Henry & Associates, Inc.
+0.81%
+$46,134.72 
SCHW Charles Schwab Corporation
+0.8%
+$10,065.06 
KEX Kirby Corporation
+0.78%
+$161,165.76 
AGM Federal Agricultural Mortgage Corporation
+0.72%
+$24,206.88 
SPSC SPS Commerce Inc.
+0.71%
+$12,393.18 
ACGL Arch Capital Group Ltd
+0.69%
+$45,252.2 
TSN Tyson Foods Inc.
+0.66%
+$7,580.24 
MA Mastercard Incorporated
+0.63%
+$3,285.94 
NFG National Fuel Gas Company
+0.63%
+$17,882.64 
MUSA Murphy USA Inc.
+0.54%
+$39,852.52 
AR Antero Resources Corporation
+0.54%
+$18,807.48 
MMM 3M Company
+0.51%
+$6,044.85 
AGO Assured Guaranty Ltd.
+0.5%
+$15,211.17 
TBBB Bbb Foods Inc.
+0.49%
+$7,820 
MOV Movado Group Inc.
+0.48%
+$33,189 
IPAR Inter Parfums, Inc.
+0.46%
+$22,642.68 
EHC Encompass Health Corporation
+0.43%
+$15,864.96 
UBER Uber Technologies, Inc.
+0.42%
+$3,688.06 
AXS AXIS Capital Holdings Limited
+0.42%
+$23,057.28 
TJX The TJX Companies, Inc.
+0.38%
+$5,150.93 
META Meta Platforms Inc Class A
+0.34%
+$6,423.3 
MPLX MPLX LP
+0.31%
+$2,889.78 
SU Suncor Energy Inc.
+0.26%
+$6,397.22 
TTE TotalEnergies SE
+0.23%
+$3,420 
RRC Range Resources Corporation
+0.2%
+$4,556.25 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$20,121.4 
AIT Applied Industrial Technologies Inc.
+0.16%
+$7,058.01 
VOO Vanguard S&P 500 ETF
+0.08%
+$233.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.07%
+$199.25 
FLO Flowers Foods, Inc.
+0.06%
+$188.75 
C Citigroup Inc.
+0.01%
+$281.94 
ADSK Autodesk, Inc.
+0.01%
+$75.47 
BRO Brown & Brown Inc.
+0.01%
+$19.91 
BWXT Bwx Technologies Inc.
+0.01%
+$55.61 
FOURPRA
0%
$0 
SNCY Sun Country Airlines Holdings, Inc.
0%
$0 
UHG United Homes Group Inc.
0%
$0 
CSL Carlisle Companies Inc.
-4.77%
-$345,968.82 
RKT Rocket Companies, Inc. Class A
-3.96%
-$20,053.7 
KKR KKR & Co. Inc.
-3.45%
-$21,990.35 
MAMA Mama's Creations Inc.
-3.2%
-$63,632.8 
DECK Deckers Outdoor Corporation
-3.1%
-$34,240.8 
BRKR Bruker Corporation
-2.63%
-$153,804.78 
LW Lamb Weston Holdings, Inc.
-2.53%
-$95,675.71 
LECO Lincoln Electric Holdings, Inc.
-2.37%
-$207,290.48 
JBI Janus International Group, Inc.
-2.31%
-$61,774.5 
IBP Installed Building Products Inc.
-2.2%
-$39,528.72 
PEP PepsiCo, Inc.
-2.2%
-$100,529.15 
ICLR ICON plc
-2.17%
-$7,337.92 
AZN AstraZeneca PLC American Depositary Shares
-2.14%
-$23,863.04 
WCC Wesco International Inc.
-2.14%
-$7,430.6 
SSD Simpson Manufacturing Co., Inc.
-2.13%
-$66,175.2 
DE Deere & Company
-2.06%
-$20,184.3 
PFGC Performance Food Group Co.
-2.02%
-$88,530.98 
BXP Boston Properties, Inc.
-2.02%
-$12,897.27 
NFLX Netflix, Inc.
-1.91%
-$7,554.68 
HD The Home Depot, Inc.
-1.9%
-$25,329.15 
WOR Worthington Enterprises Inc.
-1.87%
-$226,878.9 
FDX FedEx Corporation
-1.87%
-$16,005.6 
DOO BRP Inc. Subordinate Voting Shares
-1.86%
-$32,150.28 
HUBG Hub Group Inc.
-1.82%
-$282,867.87 
GHC Graham Holdings Co.
-1.75%
-$89,010.57 
MDLZ Mondelez International, Inc.
-1.68%
-$5,245.95 
FIBK First Interstate Bancsystem Inc.
-1.67%
-$9,563.66 
CSX CSX Corporation
-1.55%
-$143,319.02 
BKNG Booking Holdings Inc.
-1.5%
-$58,820 
NKE Nike, Inc. - Class B
-1.45%
-$15,031.72 
PPG PPG Industries Inc.
-1.42%
-$43,692.21 
GRMN Garmin Ltd.
-1.4%
-$5,285 
UNP Union Pacific Corporation
-1.34%
-$7,114.44 
JNJ Johnson & Johnson
-1.29%
-$97,492.9 
NI NiSource Inc.
-1.23%
-$16,402.51 
DIS The Walt Disney Company
-1.22%
-$72,912.93 
CRTO Criteo S.A. American Depositary Receipt
-1.18%
-$217,954.55 
SBUX Starbucks Corporation
-1.15%
-$4,688.75 
BAC Bank of America Corporation
-1.1%
-$16,918.87 
TTC The Toro Company
-1.06%
-$28,462 
MTN Vail Resorts, Inc.
-0.97%
-$7,970.82 
PAL Proficient Auto Logistics, Inc.
-0.91%
-$26,819.33 
MET MetLife Inc.
-0.91%
-$21,457.08 
GBX Greenbrier Companies, Inc.
-0.89%
-$42,394.71 
HLI Houlihan Lokey Inc.
-0.85%
-$19,114.05 
ESNT Essent Group Ltd.
-0.84%
-$22,535.52 
BATRK Atlanta Braves Holdings, Inc.
-0.79%
-$44,714.35 
ZBRA Zebra Technologies Corporation
-0.78%
-$2,963.62 
SYY Sysco Corporation
-0.69%
-$29,552.88 
POOL Pool Corporation
-0.66%
-$49,635.6 
CMPR Cimpress plc
-0.66%
-$1,851.53 
CPA Copa Holdings S.A.
-0.63%
-$35,025.76 
UNH UnitedHealth Group Incorporated
-0.6%
-$28.22 
VVV Valvoline Inc.
-0.59%
-$25,560.01 
ABBV AbbVie Inc.
-0.49%
-$3,092.04 
TMO Thermo Fisher Scientific Inc.
-0.48%
-$24,521.16 
AIG American International Group Inc.
-0.46%
-$450.29 
ALGN Align Technology, Inc.
-0.39%
-$13,596.45 
ARCO Arcos Dorados Holdings Inc.
-0.36%
-$5,022 
SUPN Supernus Pharmaceuticals Inc.
-0.35%
-$8,773.87 
SIBN Si-Bone Inc.
-0.34%
-$11,229.6 
LIN Linde plc
-0.28%
-$1,228.37 
SPG Simon Property Group, Inc.
-0.25%
-$1,541.85 
ZTS Zoetis Inc.
-0.24%
-$2,872.68 
BKR Baker Hughes Company
-0.15%
-$2,699.94 
GMED Globus Medical Inc.
-0.15%
-$3,109.26 
AGI Alamos Gold Inc.
-0.12%
-$3,067.68 
IMKTA Ingles Markets Inc.
-0.12%
-$2,767.93 
CMCSA Comcast Corp
-0.1%
-$309.82 Events
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Dividends
Dividend Analysis
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| Trades 1972 | Longs Won 1215/1972 61% | Profit Factor 2.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $294,550.71 |
| Average Win $145,349.31 | Best Trade (Jul 23) $3.98M | Sharpe Ratio -16.29 |
| Average Loss -$98,933.34 | Worst Trade (Jul 23) -$3.47M | Z-Score 5.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 1d | Expectancy $51,575.66 |
| 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 | 4,149 | 3,734 | 3,320 | 2,905 | 2,490 | 2,075 | 1,660 | 1,245 | 830 | 415 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Stacey Madison?
The largest contributions to the portfolio's profits come from the following stocks: Teradyne, Inc - $4.74M, Bwx Technologies Inc - $4.2M, Texas Pacific Land Corporation - $3.84M, Kirby Corporation - $2.91M, and Casey's General Stores Inc - $2.84M. 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: Live Oak Bancshares Inc - $3.55M, Scotts Miracle-Gro Co - $2.28M, Ashland Inc - $2.26M, Wabash National Corporation - $1.69M, and Envista Holdings Corporation - $1.35M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stacey Madison's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.71M earned over time. The largest contributors to dividend income include Net Lease Office Properties - $1.36M, Civitas Resources Inc - $973,382.11, Greenbrier Companies, Inc - $641,126.1, Copa Holdings S.A - $546,684.68, and Sysco Corporation - $494,903.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stacey Madison's monthly returns?
Stacey Madison's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Stacey Madison's strategy be considered aggressive or moderate?
Stacey Madison's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Stacey Madison's strategy?
Stacey Madison's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
