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Matt Monson Portfolio
Invests via Sovereign's Capital Management LLC | Managed by Matt Monson, Rafael Zayas, CFA, Austin Wen, CFA, Devin Ryder, CFA
Invests via Sovereign's Capital Management LLC
Managed by Matt Monson, Rafael Zayas, CFA, Austin Wen, CFA, Devin Ryder, CFA
Automatically Tracked
Matt Monson Profile
Matt Monson is a seasoned entrepreneur with extensive experience in building and scaling innovative technology solutions. Over his career, he has been instrumental in developing disruptive platforms that enhance operational efficiencies across various sectors. Leveraging his deep understanding of market dynamics, he spearheads initiatives that drive growth and capture emerging opportunities. As a strategic thinker with an impressive record of leadership roles, Monson brings valuable insights into navigating complex business landscapes. His ability to foster collaboration among diverse teams has positioned him as a key figure in the technology space, attracting significant attention from investors seeking visionary talent.
Matt Monson is a seasoned entrepreneur with extensive experience in building and scaling innovative technology solutions. Over his career, he has been instrumental in developing disruptive platforms that enhance operational efficiencies across various sectors. Leveraging his deep understanding of market dynamics, he spearheads initiatives that drive growth and capture emerging opportunities. As a strategic thinker with an impressive record of leadership roles, Monson brings valuable insights into navigating complex business landscapes. His ability to foster collaboration among diverse teams has positioned him as a key figure in the technology space, attracting significant attention from investors seeking visionary talent.
Investment Philosophy & Strategy
The technology landscape is rapidly evolving, presenting opportunities for transformative growth. Matt Monson's approach emphasizes the intersection of innovation and strategic execution. With a background in creating impactful solutions, he prioritizes investments that not only leverage emerging technologies but also enhance operational performance across sectors. His keen insights into market trends inform decision-making processes aimed at capturing lucrative niches while fostering sustainable expansion. Monson’s emphasis on collaboration cultivates an environment ripe for creativity and agile responses to changing demands, ensuring his ventures remain competitive in a dynamic industry.
The technology landscape is rapidly evolving, presenting opportunities for transformative growth. Matt Monson's approach emphasizes the intersection of innovation and strategic execution. With a background in creating impactful solutions, he prioritizes investments that not only leverage emerging technologies but also enhance operational performance across sectors. His keen insights into market trends inform decision-making processes aimed at capturing lucrative niches while fostering sustainable expansion. Monson’s emphasis on collaboration cultivates an environment ripe for creativity and agile responses to changing demands, ensuring his ventures remain competitive in a dynamic industry.
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:
-9.71%
Gain +0.99%
Monthly
-0.59%
Yearly
-6.83%
Drawdown
22.28%
$146.39M
Equity
Holdings
$146.39M
Investment
$163.5M
-$11.93M
Profit +$1.18M
Realized
$5.19M
Unrealized
-$17.11M
Dividends
$3.93M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.18M
Win %
48%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$1.4M
Win %
48%
This Month
Compared to last month
Gain
0.11%
Profit
$160,621.25
Win %
48%
This Year
Compared to last year
Gain
-12.76%
Profit
-$21.15M
Win %
48%
AZZ Azz Inc.
+6.9%
+$93,702.5 
QCOM QUALCOMM Incorporated
+6.44%
+$84,385.05 
WEST Westrock Coffee Company, LLC
+6.27%
+$87,472.56 
DIOD Diodes Inc.
+5.62%
+$107,203.1 
VST Vistra Corp
+5.44%
+$290,018.94 
UPS United Parcel Service, Inc.
+5.11%
+$191,532 
EME EMCOR Group, Inc.
+4.36%
+$10,669.06 
GEF Greif Inc.
+3.8%
+$65,552.2 
USPH U.S. Physical Therapy Inc.
+3.68%
+$104,120.94 
COLM Columbia Sportswear Company
+3.08%
+$28,192.96 
EEFT Euronet Worldwide, Inc.
+3.02%
+$132,239.6 
JBHT J.B. Hunt Transport Services, Inc.
+3%
+$20,091.49 
ANET Arista Networks, Inc.
+2.8%
+$88,060.21 
APG Api Group Corporation
+2.78%
+$13,878.2 
QRVO Qorvo Inc.
+2.62%
+$14,078.46 
CSCO Cisco Systems, Inc.
+2.4%
+$81,589.8 
SITE SiteOne Landscape Supply Inc.
+2.26%
+$18,880 
TFIN Triumph Financial, Inc.
+2.07%
+$60,007.4 
MLR Miller Industries Inc.
+1.96%
+$27,034.59 
NSP Insperity Inc.
+1.92%
+$117,397.79 
RPAY Repay Holdings Corporation
+1.77%
+$46,743.84 
FRMI Fermi Inc.
+1.74%
+$31,849.44 
DAVA Endava plc
+1.64%
+$763.7 
PLOW Douglas Dynamics Inc.
+1.62%
+$60,048.49 
LECO Lincoln Electric Holdings, Inc.
+1.5%
+$3,983.84 
SFM Sprouts Farmers Market, Inc.
+1.37%
+$16,598.12 
HCSG Healthcare Services Group Inc.
+1.27%
+$13,980.06 
USFD US Foods Holding Corp
+1.11%
+$6,120 
LOPE Grand Canyon Education Inc.
+0.99%
+$50,437.5 
ITT Itt Inc.
+0.97%
+$2,432.6 
IEX IDEX Corporation
+0.97%
+$2,216.1 
FAST Fastenal Co.
+0.76%
+$4,463.91 
PRI Primerica Inc.
+0.68%
+$30,662.23 
AJG Arthur J. Gallagher & Co.
+0.63%
+$22,077.24 
AFG American Financial Group Inc.
+0.58%
+$22,859.4 
LCII LCI Industries Inc.
+0.52%
+$12,838.05 
SAIC Science Applications International Corporation Common Stock
+0.51%
+$2,225.93 
KFRC Kforce Inc.
+0.51%
+$3,407.75 
TRINZ Trinity Capital Inc. 7.875% Notes due 2029
+0.1%
+$3,472.4 
CSWI CSW Industrials Inc.
0%
$0 
DVN Devon Energy Corporation
-4.15%
-$23,949.49 
HRB H&R Block Inc.
-3.72%
-$30,065.58 
APA APA Corporation
-3.32%
-$22,183.56 
VRRM Verra Mobility Corporation
-3.31%
-$7,185.49 
PAYC Paycom Software, Inc.
-2.92%
-$173,952.03 
SPGI S&P Global Inc.
-2.85%
-$25,750.47 
NOW ServiceNow, Inc.
-2.77%
-$32,240.02 
MOH Molina Healthcare Inc.
-2.76%
-$227,217.9 
PCTY Paylocity Holding Corporation
-2.76%
-$85,300.6 
OPCH Option Care Health Inc.
-2.74%
-$50,209.96 
FANG Diamondback Energy Inc
-2.51%
-$14,484.34 
ADP Automatic Data Processing Inc.
-2.23%
-$9,038.27 
WCN Waste Connections Inc.
-1.93%
-$8,724.94 
COKE Coca-Cola Consolidated Inc.
-1.84%
-$25,250.95 
ERIE Erie Indemnity Company
-1.63%
-$7,534.52 
CBRE CBRE Group Inc.
-1.63%
-$44,187.21 
SBAC SBA Communications Corporation
-1.6%
-$7,953.93 
FIS Fidelity National Information Services, Inc.
-1.46%
-$34,282.65 
LPLA LPL Financial Holdings Inc.
-1.23%
-$18,985.35 
JJSF J&J Snack Foods Corp.
-1.2%
-$3,116.95 
SPSC SPS Commerce Inc.
-1.19%
-$46,266.66 
TSN Tyson Foods Inc.
-1.09%
-$10,870.2 
CPRT Copart Inc.
-0.99%
-$2,857.58 
ZBH Zimmer Biomet Holdings, Inc.
-0.95%
-$15,130.92 
ALKT Alkami Technology, Inc.
-0.93%
-$45,752.56 
CPT Camden Property Trust
-0.8%
-$4,004.76 
PGR Progressive Corporation
-0.78%
-$22,963.2 
SCHW Charles Schwab Corporation
-0.72%
-$6,225.28 
RMD ResMed Inc.
-0.7%
-$1,289.26 
NTAP NetApp, Inc.
-0.56%
-$7,161.3 
ORLY O'Reilly Automotive Inc.
-0.46%
-$2,464.68 
CME CME Group Inc.
-0.35%
-$2,537.01 
FISV Fiserv, Inc.
-0.28%
-$15,662.4 
WMT Walmart Inc.
-0.23%
-$1,743 
NEE NextEra Energy, Inc.
-0.11%
-$1,312.99 
RJF Raymond James Financial Inc.
-0.05%
-$1,273.37 Events
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Dividends
Dividend Analysis
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| Trades 469 | Longs Won 234/469 49% | Profit Factor 0.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,087.32 |
| Average Win $133,792.72 | Best Trade (Mar 30) $3.05M | Sharpe Ratio -103.91 |
| Average Loss -$183,979.35 | Worst Trade (Sep 30) -$3.1M | Z-Score -2.77 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy -$25,432.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 796 | 716 | 636 | 557 | 477 | 398 | 318 | 239 | 159 | 80 |
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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