SM
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
Automatically Tracked
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:
42.16%
Gain -0.01%
Monthly
0.64%
Yearly
7.97%
Drawdown
15.07%
$441.26M
Equity
Holdings
$441.26M
Investment
$369.72M
$136.79M
Profit -$41,723.56
Realized
$60.22M
Unrealized
$76.57M
Dividends
$18.61M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$41,723.56
Win %
67%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$41,723.56
Win %
67%
This Month
Compared to last month
Gain
1.03%
Profit
$4.49M
Win %
67%
This Year
Compared to last year
Gain
-3.32%
Profit
-$10.07M
Win %
67%
AMD Advanced Micro Devices, Inc.
+4.73%
+$36,622.08 
FOUR Shift4 Payments, Inc.
+4.38%
+$97,047.81 
WIX Wix.com Ltd.
+4.17%
+$231,959.6 
DPZ Domino's Pizza Inc.
+3.72%
+$15,326.77 
TDW Tidewater Inc.
+3.62%
+$92,829.21 
TSN Tyson Foods Inc.
+3.22%
+$35,706.92 
GLOB Globant S.A.
+2.94%
+$36,487 
EPAM Epam Systems Inc.
+2.82%
+$69,165.38 
SCHW Charles Schwab Corporation
+2.71%
+$29,822.38 
ZBRA Zebra Technologies Corporation
+2.69%
+$8,479.64 
EFX Equifax Inc.
+2.59%
+$85,222.76 
CRTO Criteo S.A. American Depositary Receipt
+2.53%
+$361,886.8 
FIS Fidelity National Information Services, Inc.
+2.22%
+$13,288.05 
CMCSA Comcast Corp
+2.21%
+$6,568.29 
KEX Kirby Corporation
+2.21%
+$446,082.36 
AGI Alamos Gold Inc.
+2.06%
+$62,230.08 
DOO BRP Inc. Subordinate Voting Shares
+1.96%
+$32,714.32 
SPG Simon Property Group, Inc.
+1.95%
+$11,306.88 
AXS AXIS Capital Holdings Limited
+1.91%
+$91,268.4 
CPA Copa Holdings S.A.
+1.87%
+$103,485.36 
SIBN Si-Bone Inc.
+1.85%
+$52,404.8 
GIL Gildan Activewear Inc.
+1.81%
+$81,831.6 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$85,490.47 
AR Antero Resources Corporation
+1.78%
+$63,736.46 
HLI Houlihan Lokey Inc.
+1.67%
+$36,615.1 
ACN Accenture plc Class A
+1.65%
+$74,611.08 
UNP Union Pacific Corporation
+1.65%
+$7,783.64 
GBX Greenbrier Companies, Inc.
+1.65%
+$74,309.82 
WOR Worthington Enterprises Inc.
+1.64%
+$208,424.64 
IPAR Inter Parfums, Inc.
+1.63%
+$64,750.12 
LIN Linde plc
+1.58%
+$6,983.68 
BAC Bank of America Corporation
+1.56%
+$21,555.9 
DE Deere & Company
+1.55%
+$14,506.39 
GHC Graham Holdings Co.
+1.55%
+$77,684.7 
RRC Range Resources Corporation
+1.55%
+$35,842.5 
FIBK First Interstate Bancsystem Inc.
+1.5%
+$8,030.55 
CPAY Corpay, Inc.
+1.5%
+$30,281.7 
MET MetLife Inc.
+1.44%
+$31,620.96 
POOL Pool Corporation
+1.38%
+$99,271.2 
ABBV AbbVie Inc.
+1.32%
+$7,263.84 
C Citigroup Inc.
+1.27%
+$24,810.62 
HUBG Hub Group Inc.
+1.27%
+$176,412.22 
NI NiSource Inc.
+1.27%
+$17,128.29 
JBI Janus International Group, Inc.
+1.13%
+$29,651.76 
AGO Assured Guaranty Ltd.
+1.08%
+$29,348.62 
JNJ Johnson & Johnson
+1.07%
+$75,844.4 
V Visa Inc. Class A
+1.05%
+$14,158.35 
MOV Movado Group Inc.
+1.02%
+$69,966 
KKR KKR & Co. Inc.
+0.99%
+$5,931.4 
NFG National Fuel Gas Company
+0.98%
+$26,298 
NLOP Net Lease Office Properties.
+0.94%
+$14,715.8 
PPG PPG Industries Inc.
+0.93%
+$28,779.3 
WHD Cactus Inc.
+0.91%
+$76,692.3 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$15,699.66 
BKNG Booking Holdings Inc.
+0.82%
+$29,193.75 
CSL Carlisle Companies Inc.
+0.81%
+$58,396.68 
ARCO Arcos Dorados Holdings Inc.
+0.8%
+$11,718 
ESNT Essent Group Ltd.
+0.78%
+$18,108.9 
XLE Energy Select Sector SPDR Fund
+0.75%
+$311.32 
WCC Wesco International Inc.
+0.74%
+$2,713.6 
SBUX Starbucks Corporation
+0.74%
+$2,945 
TBBB Bbb Foods Inc.
+0.74%
+$12,121 
UNH UnitedHealth Group Incorporated
+0.73%
+$32.67 
HD The Home Depot, Inc.
+0.73%
+$9,346.26 
MA Mastercard Incorporated
+0.71%
+$3,324.26 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$80,486.52 
MPLX MPLX LP
+0.67%
+$6,274.94 
LW Lamb Weston Holdings, Inc.
+0.62%
+$22,607.08 
SPSC SPS Commerce Inc.
+0.58%
+$8,528.64 
ACGL Arch Capital Group Ltd
+0.58%
+$34,262.38 
NOMD Nomad Foods Ltd.
+0.58%
+$11,220 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,641.82 
AIG American International Group Inc.
+0.56%
+$511.14 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,610.77 
GOOGL Alphabet Inc
+0.53%
+$70,213.51 
GOOG Alphabet Inc
+0.45%
+$3,289.6 
CSX CSX Corporation
+0.42%
+$36,514.4 
AGM Federal Agricultural Mortgage Corporation
+0.41%
+$12,103.44 
AIT Applied Industrial Technologies Inc.
+0.38%
+$16,246.47 
PEP PepsiCo, Inc.
+0.38%
+$18,005.22 
TTE TotalEnergies SE
+0.34%
+$5,399.95 
MMM 3M Company
+0.26%
+$3,041.04 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$17,317.5 
MSFT Microsoft Corp.
+0.1%
+$3,679.51 
FDX FedEx Corporation
+0.09%
+$848.16 
BXP Boston Properties, Inc.
+0.07%
+$457.35 
MUSA Murphy USA Inc.
+0.07%
+$5,488.99 
BRO Brown & Brown Inc.
+0.07%
+$159.28 
ETSY Etsy Inc.
+0.06%
+$1,977.6 
TJX The TJX Companies, Inc.
+0.04%
+$616.35 
PFGC Performance Food Group Co.
+0.01%
+$391.81 
AZN
0%
$0 
FOURPRA
0%
$0 
MMMB MamaMancini's Holdings, Inc.
0%
$0 
SNCY Sun Country Airlines Holdings, Inc.
0%
$0 
UHG United Homes Group Inc.
0%
$0 
PRCT Procept BioRobotics Corporation
-7.17%
-$144,982.42 
ADSK Autodesk, Inc.
-3.47%
-$35,900.02 
LMB Limbach Holdings Inc.
-2.8%
-$98,281.85 
RKT Rocket Companies, Inc. Class A
-2.68%
-$12,555.36 
SUPN Supernus Pharmaceuticals Inc.
-2.5%
-$58,836.54 
ICLR ICON plc
-2.5%
-$7,457.58 
BRKRP Bruker Corporation 6.375% Mandatory Convertible Preferred Stock, Series A
-2.48%
-$1.02M 
ZTS Zoetis Inc.
-2.25%
-$28,416.24 
NKE Nike, Inc. - Class B
-2.24%
-$24,382.16 
MTN Vail Resorts, Inc.
-2.22%
-$16,889.22 
CMPR Cimpress plc
-1.8%
-$4,471.09 
ABT Abbott Laboratories
-1.64%
-$30,555.42 
TTC The Toro Company
-1.59%
-$41,839.14 
BATRK Atlanta Braves Holdings, Inc.
-1.51%
-$85,087.08 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$61,013.28 
AMZN Amazon.com Inc
-1.23%
-$129,259.8 
NFLX Netflix, Inc.
-1.14%
-$5,342.85 
IMKTA Ingles Markets Inc.
-1.12%
-$26,169.55 
UBER Uber Technologies, Inc.
-1.01%
-$8,464.4 
ALGN Align Technology, Inc.
-0.95%
-$32,907.15 
NOW ServiceNow, Inc.
-0.9%
-$8,805.26 
EHC Encompass Health Corporation
-0.89%
-$30,077.32 
BWXT Bwx Technologies Inc.
-0.63%
-$6,839.97 
PAL Proficient Auto Logistics, Inc.
-0.59%
-$20,630.25 
MDLZ Mondelez International, Inc.
-0.58%
-$1,893.66 
SYY Sysco Corporation
-0.56%
-$23,747.85 
BKR Baker Hughes Company
-0.54%
-$10,799.76 
VVV Valvoline Inc.
-0.53%
-$21,753.2 
DECK Deckers Outdoor Corporation
-0.47%
-$5,603.04 
NOC Northrop Grumman Corporation
-0.4%
-$1,968.81 
CRM Salesforce Inc
-0.34%
-$5,099.92 
SU Suncor Energy Inc.
-0.32%
-$7,754.2 
SSD Simpson Manufacturing Co., Inc.
-0.32%
-$10,155.49 
DIS The Walt Disney Company
-0.3%
-$18,304.44 
META Meta Platforms Inc Class A
-0.26%
-$4,247.08 
GRMN Garmin Ltd.
-0.2%
-$724.78 
IBP Installed Building Products Inc.
-0.2%
-$3,215.66 
MDT Medtronic plc
-0.16%
-$869.18 
GMED Globus Medical Inc.
-0.16%
-$3,514.81 
FLO Flowers Foods, Inc.
-0.13%
-$377.51 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1972 | Longs Won 1208/1972 61% | Profit Factor 2.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $632,964.27 |
| Average Win $172,803.05 | Best Trade (Jun 14) $22.04M | Sharpe Ratio -5.63 |
| Average Loss -$94,181.61 | Worst Trade (Jun 14) -$3.54M | Z-Score -2.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2d | Expectancy $69,367.22 |
| 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 | 4,695 | 4,225 | 3,756 | 3,286 | 2,817 | 2,347 | 1,878 | 1,408 | 939 | 469 |
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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