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:
53.64%
Gain +0.61%
Monthly
0.87%
Yearly
10.93%
Drawdown
22.74%
$409.73M
Equity
Holdings
$409.73M
Investment
$355.27M
$100.87M
Profit +$1.7M
Realized
$46.41M
Unrealized
$54.46M
Dividends
$18.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$1.7M
Win %
66%
This Week
Compared To Last Week
Gain
0.42%
Profit
$1.7M
Win %
66%
This Month
Compared to last month
Gain
-2.54%
Profit
-$10.69M
Win %
66%
This Year
Compared to last year
Gain
5.13%
Profit
$20M
Win %
67%
WIX Wix.com Ltd.
+8.81%
+$850,938.75 
ADSK Autodesk, Inc.
+7.78%
+$83,112.84 
NOW ServiceNow, Inc.
+7.41%
+$92,975.76 
GLOB Globant S.A.
+7.31%
+$94,116 
ACN Accenture plc Class A
+6.05%
+$300,742.12 
EPAM Epam Systems Inc.
+4.77%
+$148,494.37 
CRM Salesforce Inc
+4.68%
+$105,495.49 
COKE Coca-Cola Consolidated Inc.
+4.18%
+$79,584.44 
DPZ Domino's Pizza Inc.
+3.91%
+$16,052.23 
NFLX Netflix, Inc.
+3.77%
+$16,775.4 
BRO Brown & Brown Inc.
+3.24%
+$8,541.39 
GOOGL Alphabet Inc
+3.22%
+$400,327.29 
MDT Medtronic plc
+3.19%
+$19,389.4 
PRCT Procept BioRobotics Corporation
+3.14%
+$46,744.96 
GOOG Alphabet Inc
+3.06%
+$21,094.56 
META Meta Platforms Inc Class A
+2.71%
+$51,462.53 
GHC Graham Holdings Co.
+2.66%
+$130,813.98 
ETSY Etsy Inc.
+2.36%
+$85,036.8 
AZN AstraZeneca PLC American Depositary Shares
+2.22%
+$23,467.52 
BATRK Atlanta Braves Holdings, Inc.
+2.19%
+$116,722.02 
GMED Globus Medical Inc.
+2.16%
+$43,259.2 
JKHY Jack Henry & Associates, Inc.
+2.13%
+$129,177.23 
PAL Proficient Auto Logistics, Inc.
+2.06%
+$41,260.5 
TBBB Bbb Foods Inc.
+2.06%
+$40,664 
MSFT Microsoft Corp.
+1.97%
+$89,966.22 
EFX Equifax Inc.
+1.95%
+$68,095.5 
ACGL Arch Capital Group Ltd
+1.94%
+$120,241.56 
DIS The Walt Disney Company
+1.92%
+$124,470.6 
AXS AXIS Capital Holdings Limited
+1.87%
+$88,386.24 
RKT Rocket Companies, Inc. Class A
+1.82%
+$8,370.24 
ABBV AbbVie Inc.
+1.78%
+$11,239.32 
SIBN Si-Bone Inc.
+1.74%
+$59,891.2 
NOC Northrop Grumman Corporation
+1.61%
+$7,524.66 
MOV Movado Group Inc.
+1.56%
+$91,494 
ALGN Align Technology, Inc.
+1.45%
+$42,956.9 
LMB Limbach Holdings Inc.
+1.35%
+$29,312.08 
UBER Uber Technologies, Inc.
+1.35%
+$11,668.78 
V Visa Inc. Class A
+1.32%
+$20,686.32 
AIG American International Group Inc.
+1.26%
+$1,156.15 
KKR KKR & Co. Inc.
+1.22%
+$7,761.3 
UNH UnitedHealth Group Incorporated
+1.2%
+$50.05 
ABT Abbott Laboratories
+1.11%
+$23,488.18 
NLOP Net Lease Office Properties.
+1.1%
+$16,053.6 
MAMA Mama's Creations Inc.
+1.09%
+$18,511.36 
CPAY Corpay, Inc.
+1.07%
+$25,158.09 
FIBK First Interstate Bancsystem Inc.
+1.03%
+$5,548.38 
TTC The Toro Company
+1%
+$26,469.66 
ZTS Zoetis Inc.
+0.96%
+$10,869.6 
MA Mastercard Incorporated
+0.92%
+$5,039.11 
HLI Houlihan Lokey Inc.
+0.92%
+$20,162.5 
ESNT Essent Group Ltd.
+0.91%
+$24,950.04 
LW Lamb Weston Holdings, Inc.
+0.9%
+$34,717.77 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$105,609.48 
DE Deere & Company
+0.87%
+$9,665.49 
BKNG Booking Holdings Inc.
+0.81%
+$30,599.37 
NKE Nike, Inc. - Class B
+0.75%
+$6,509.8 
HD The Home Depot, Inc.
+0.7%
+$8,521.59 
EHC Encompass Health Corporation
+0.7%
+$28,094.2 
MUSA Murphy USA Inc.
+0.69%
+$43,074.52 
TMO Thermo Fisher Scientific Inc.
+0.66%
+$38,567.63 
MET MetLife Inc.
+0.63%
+$15,308.56 
FOUR Shift4 Payments, Inc.
+0.61%
+$15,426.67 
SPSC SPS Commerce Inc.
+0.42%
+$9,328.2 
ZBRA Zebra Technologies Corporation
+0.41%
+$2,041.92 
SYY Sysco Corporation
+0.39%
+$16,887.36 
TSN Tyson Foods Inc.
+0.34%
+$3,590.64 
SBUX Starbucks Corporation
+0.32%
+$1,240 
MTN Vail Resorts, Inc.
+0.32%
+$2,480.43 
JNJ Johnson & Johnson
+0.28%
+$22,395 
UNP Union Pacific Corporation
+0.23%
+$1,144.67 
FDX FedEx Corporation
+0.2%
+$1,696.35 
AGO Assured Guaranty Ltd.
+0.17%
+$4,294.92 
FIS Fidelity National Information Services, Inc.
+0.12%
+$703.49 
IMKTA Ingles Markets Inc.
+0.08%
+$1,761.41 
SPG Simon Property Group, Inc.
+0.08%
+$446.32 
SCHW Charles Schwab Corporation
+0.06%
+$745.56 
IPAR Inter Parfums, Inc.
+0.04%
+$1,588.96 
PEP PepsiCo, Inc.
0%
-$0.33 
SNCY Sun Country Airlines Holdings, Inc.
0%
$0 
UHG United Homes Group Inc.
0%
$0 FOUR
FOURPRA
0%
$0 
WCC Wesco International Inc.
-5.5%
-$20,765.4 
BAC Bank of America Corporation
-5.14%
-$80,834.62 
TDW Tidewater Inc.
-4.74%
-$152,184.69 
AMD Advanced Micro Devices, Inc.
-4.4%
-$35,988.48 
BKR Baker Hughes Company
-3.9%
-$73,216.05 
WHD Cactus Inc.
-3.62%
-$364,651.56 
WOR Worthington Enterprises Inc.
-2.9%
-$358,229.85 
CSL Carlisle Companies Inc.
-2.22%
-$156,599.73 
HUBG Hub Group Inc.
-2.16%
-$237,244.02 
GIL Gildan Activewear Inc.
-2.06%
-$75,770 
IBP Installed Building Products Inc.
-1.92%
-$30,822.99 
C Citigroup Inc.
-1.89%
-$36,934.28 
MMM 3M Company
-1.78%
-$21,805.98 
FLO Flowers Foods, Inc.
-1.64%
-$3,775.1 
MPLX MPLX LP
-1.59%
-$15,687.35 
AIT Applied Industrial Technologies Inc.
-1.47%
-$63,522.09 
BRKR Bruker Corporation
-1.44%
-$77,405.02 
CPA Copa Holdings S.A.
-1.3%
-$66,667.95 
AMZN Amazon.com Inc
-1.25%
-$140,177.49 
CMCSA Comcast Corp
-1.21%
-$3,779.86 
SSD Simpson Manufacturing Co., Inc.
-1.09%
-$31,122 
BWXT Bwx Technologies Inc.
-1.02%
-$8,508.33 
ARCO Arcos Dorados Holdings Inc.
-0.94%
-$12,555 
XLE Energy Select Sector SPDR Fund
-0.92%
-$434.4 
DECK Deckers Outdoor Corporation
-0.9%
-$7,574.48 
JBI Janus International Group, Inc.
-0.87%
-$19,767.84 
AR Antero Resources Corporation
-0.86%
-$34,480.38 
PFGC Performance Food Group Co.
-0.81%
-$29,967.35 
NI NiSource Inc.
-0.81%
-$9,725.39 
TTE TotalEnergies SE
-0.81%
-$13,320 
GRMN Garmin Ltd.
-0.78%
-$3,314.47 
POOL Pool Corporation
-0.74%
-$47,769.6 
CMPR Cimpress plc
-0.73%
-$1,700.66 
LECO Lincoln Electric Holdings, Inc.
-0.69%
-$60,611.18 
CRTO Criteo S.A. American Depositary Receipt
-0.69%
-$98,696.4 
AGI Alamos Gold Inc.
-0.68%
-$21,473.76 
RRC Range Resources Corporation
-0.64%
-$16,098.75 
VVV Valvoline Inc.
-0.56%
-$18,490.22 
NOMD Nomad Foods Ltd.
-0.5%
-$10,285 
KEX Kirby Corporation
-0.48%
-$95,692.17 
DOO BRP Inc. Subordinate Voting Shares
-0.47%
-$8,178.58 
VOO Vanguard S&P 500 ETF
-0.46%
-$1,389.93 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,315.05 
LIN Linde plc
-0.39%
-$1,559.09 
SUPN Supernus Pharmaceuticals Inc.
-0.36%
-$7,741.65 
NFG National Fuel Gas Company
-0.32%
-$9,116.64 
BXP Boston Properties, Inc.
-0.31%
-$1,829.4 
PPG PPG Industries Inc.
-0.24%
-$6,540.75 
ICLR ICON plc
-0.22%
-$757.72 
AGM Federal Agricultural Mortgage Corporation
-0.2%
-$7,196.64 
SU Suncor Energy Inc.
-0.14%
-$3,683.24 
MDLZ Mondelez International, Inc.
-0.06%
-$204.72 
GBX Greenbrier Companies, Inc.
-0.05%
-$1,905.38 
CSX CSX Corporation
-0.04%
-$3,651.44 
TJX The TJX Companies, Inc.
-0.02%
-$220.12 Events
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Dividends
Dividend Analysis
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| Trades 1972 | Longs Won 1218/1972 61% | Profit Factor 2.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $284,199.93 |
| Average Win $144,445.52 | Best Trade (Sep 03) $3.72M | Sharpe Ratio -16.29 |
| Average Loss -$99,551.94 | Worst Trade (Aug 02) -$3.3M | Z-Score 4.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1d | Expectancy $51,152.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,115 | 3,704 | 3,292 | 2,881 | 2,469 | 2,058 | 1,646 | 1,235 | 823 | 412 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 2,454 | $394,104.18 | $642,211.8 | - | $248,107.62 | 62.95% | +1.781% |
| ABT Abbott Laboratories | 20,786 | $2.22M | $2.14M | - | -$76,607.11 | -3.45% | +1.108% |
| ACGL Arch Capital Group Ltd | 64,646 | $4.01M | $6.33M | - | $2.32M | 57.73% | +1.936% |
| ACN Accenture plc Class A | 27,033 | $6.31M | $5.27M | - | -$1.04M | -16.41% | +6.049% |
| ADSK Autodesk, Inc. | 5,028 | $1.29M | $1.15M | - | -$134,455.71 | -10.46% | +7.782% |
| AGI Alamos Gold Inc. | 87,648 | $1.35M | $3.13M | - | $1.78M | 132.27% | -0.682% |
| AGM Federal Agricultural Mortgage Corporation | 16,356 | $2.57M | $3.68M | - | $1.11M | 43.37% | -0.195% |
| AGO Assured Guaranty Ltd. | 35,791 | $2.32M | $2.61M | - | $299,168.9 | 12.92% | +0.165% |
| AIG American International Group Inc. | 1,217 | $73,750.2 | $92,832.76 | - | $19,082.56 | 25.87% | +1.261% |
| AIT Applied Industrial Technologies Inc. | 13,317 | $2.42M | $4.25M | - | $1.83M | 75.62% | -1.473% |
| ALGN Align Technology, Inc. | 19,705 | $3.33M | $3.01M | - | -$318,578.67 | -9.56% | +1.445% |
| AMD Advanced Micro Devices, Inc. | 1,584 | $225,525.42 | $781,561.44 | - | $556,036.02 | 246.55% | -4.402% |
| AMZN Amazon.com Inc | 43,669 | $8.24M | $11.07M | - | $2.84M | 34.43% | -1.25% |
| AR Antero Resources Corporation | 104,486 | $3.46M | $3.98M | - | $521,548.02 | 15.08% | -0.859% |
| ARCO Arcos Dorados Holdings Inc. | 167,400 | $1.27M | $1.33M | - | $57,489 | 4.52% | -0.936% |
| AXS AXIS Capital Holdings Limited | 48,036 | $3.08M | $4.81M | - | $1.73M | 56.17% | +1.873% |
| AZN AstraZeneca PLC American Depositary Shares | 6,592 | $1.3M | $1.08M | - | -$220,766.08 | -16.98% | +2.223% |
| BAC Bank of America Corporation | 25,065 | $815,475.86 | $1.49M | - | $675,014.36 | 82.78% | -5.144% |
| BATRK Atlanta Braves Holdings, Inc. | 109,086 | $4.19M | $5.44M | - | $1.26M | 30.07% | +2.191% |
| BKNG Booking Holdings Inc. | 21,625 | $3.49M | $3.79M | - | $303,663.62 | 8.71% | +0.814% |
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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 $18.92M earned over time. The largest contributors to dividend income include Net Lease Office Properties - $1.23M, Civitas Resources Inc - $973,382.11, Greenbrier Companies, Inc - $673,517.56, Copa Holdings S.A - $546,524.78, and Sysco Corporation - $491,002.21. 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.
