Laurel Steward Portfolio
Invests via Mattson Financial Services, LLC | Managed by Laurel Steward
Invests via Mattson Financial Services, LLC
Managed by Laurel Steward
Automatically Tracked
Laurel Steward Profile
Strategic growth operator and investor focused on early-stage consumer and fintech companies. Laurel Steward blends hands-on operating experience in product, go-to-market and commercial strategy with active angel and seed investing; notable for scaling teams, structuring commercial partnerships and advising on fundraising and M&A. Frequently serves on advisory boards and helps portfolio companies professionalize governance and metrics. Investment style emphasizes capital efficiency, unit economics and rapid customer acquisition.
Strategic growth operator and investor focused on early-stage consumer and fintech companies. Laurel Steward blends hands-on operating experience in product, go-to-market and commercial strategy with active angel and seed investing; notable for scaling teams, structuring commercial partnerships and advising on fundraising and M&A. Frequently serves on advisory boards and helps portfolio companies professionalize governance and metrics. Investment style emphasizes capital efficiency, unit economics and rapid customer acquisition.
Investment Philosophy & Strategy
Focuses on early-stage consumer and fintech ventures, favoring capital-efficient models with strong unit economics and repeatable customer acquisition. Prefers active seed and angel roles where operating leverage—product leadership, GTM motion and commercial partnerships—can accelerate scale. Underwrites founders on measurable traction, unit-level margins and defensible distribution channels, while allocating follow-on capital selectively to optimize dilution. Time horizon is growth-oriented but disciplined on milestones, governance and exit optionality through M&A or strategic partnerships.
Focuses on early-stage consumer and fintech ventures, favoring capital-efficient models with strong unit economics and repeatable customer acquisition. Prefers active seed and angel roles where operating leverage—product leadership, GTM motion and commercial partnerships—can accelerate scale. Underwrites founders on measurable traction, unit-level margins and defensible distribution channels, while allocating follow-on capital selectively to optimize dilution. Time horizon is growth-oriented but disciplined on milestones, governance and exit optionality through M&A or strategic partnerships.
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:
5%
Gain
Monthly
0.2%
Yearly
2.42%
Drawdown
21.63%
$465.95M
Equity
Holdings
$465.95M
Investment
$385.24M
$95.43M
Profit -$1.77M
Realized
$14.72M
Unrealized
$80.71M
Dividends
$14.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.77M
Win %
64%
This Week
Compared To Last Week
Gain
0.11%
Profit
$510,215.35
Win %
64%
This Month
Compared to last month
Gain
0.94%
Profit
$4.34M
Win %
64%
This Year
Compared to last year
Gain
11.5%
Profit
$48.07M
Win %
65%
ABT Abbott Laboratories
+10.62%
+$296,581.8 
CTAS Cintas Corporation
+7.42%
+$136,121.53 
DXCM DexCom, Inc.
+6.22%
+$150,320.5 
MCK McKesson Corporation
+5.33%
+$16,980 
SAIA Saia, Inc.
+4.33%
+$21,798.45 
SJM The J.M. Smucker Company
+4.1%
+$42,679.56 
ITW Illinois Tool Works Inc.
+4.04%
+$52,149.54 
ABBV AbbVie Inc.
+4.01%
+$48,635.94 
PODD Insulet Corporation
+3.79%
+$41,162.67 
MDT Medtronic plc
+3.72%
+$137,324.72 
HQY HealthEquity Inc.
+3.59%
+$14,482.27 
UPS United Parcel Service, Inc.
+3.48%
+$38,187.81 
BSX Boston Scientific Corporation
+3.47%
+$39,590.59 
EXR Extra Space Storage Inc.
+3.39%
+$73,725.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.38%
+$10,282.11 
AMGN Amgen Inc.
+3.36%
+$38,885.08 
MO Altria Group, Inc.
+3.29%
+$40,755.44 
IBM International Business Machines Corporation
+3.28%
+$23,292.75 
AMCR Amcor plc
+3.25%
+$9,007.08 
COO The Cooper Companies, Inc.
+3.21%
+$8,605.57 
SBUX Starbucks Corporation
+3.15%
+$93,385.03 
ISRG Intuitive Surgical, Inc.
+3.14%
+$42,841.69 
KHC The Kraft Heinz Company
+3.12%
+$33,599.88 
PNFP Pinnacle Financial Partners Inc.
+3.11%
+$12,210.9 
MCD McDonald's Corporation
+3.05%
+$86,479.28 
GBCI Glacier Bancorp Inc.
+2.93%
+$8,540.76 
COST Costco Wholesale Corporation
+2.9%
+$54,384.66 
KO The Coca-Cola Company
+2.83%
+$108,915.85 
ARE Alexandria Real Estate Equities, Inc.
+2.79%
+$27,705.92 
ROST Ross Stores, Inc.
+2.78%
+$9,357.2 
CL Colgate-Palmolive Company
+2.74%
+$7,028 
LOW Lowe's Companies Inc.
+2.73%
+$71,075.87 
GPN Global Payments Inc.
+2.71%
+$9,976.72 
ULTA Ulta Beauty Inc.
+2.6%
+$13,755.42 
WCN Waste Connections Inc.
+2.55%
+$58,477.16 
URI United Rentals, Inc.
+2.45%
+$86,225.53 
V Visa Inc. Class A
+2.37%
+$102,858.72 
PRU Prudential Financial, Inc.
+2.34%
+$25,700.26 
MHO M/I Homes Inc.
+2.29%
+$32,797.66 
TJX The TJX Companies, Inc.
+2.29%
+$41,983.64 
CLH Clean Harbors Inc.
+2.25%
+$6,627.07 
INVH Invitation Homes Inc.
+2.25%
+$8,976.66 
DOV Dover Corporation
+2.22%
+$5,153.49 
FIVE Five Below, Inc.
+2.18%
+$11,127.03 
WMT Walmart Inc.
+2.12%
+$82,072.6 
UL Unilever PLC Sponsored American Depositary Receipt
+2.08%
+$5,427.2 
PYPL PayPal Holdings Inc
+2.05%
+$51,200.82 
JHX James Hardie Industries plc
+2.03%
+$8,876.72 
PG Procter & Gamble Co
+2.01%
+$55,854.14 
VRTX Vertex Pharmaceuticals Incorporated
+1.83%
+$33,745.14 
KEY KeyCorp
+1.76%
+$32,354.23 
EIX Edison International
+1.67%
+$24,390.4 
JD JD.com Inc.
+1.6%
+$5,252.72 
USB U.S. Bancorp
+1.49%
+$18,478.52 
HD The Home Depot, Inc.
+1.49%
+$13,843 
TXT Textron Inc.
+1.48%
+$3,407.31 
KMI Kinder Morgan, Inc.
+1.48%
+$17,032.33 
UNH UnitedHealth Group Incorporated
+1.47%
+$85,888.88 
AAPL Apple Inc.
+1.46%
+$191,023.87 
CRH CRH plc
+1.4%
+$3,484.72 
LLY Eli Lilly and Company
+1.4%
+$27,665 
ET Energy Transfer L.P.
+1.38%
+$5,675.18 
ECL Ecolab Inc.
+1.35%
+$31,293 
NVS Novartis AG Sponsored ADR
+1.32%
+$3,771.03 
MSFT Microsoft Corp.
+1.15%
+$129,744.41 
JNJ Johnson & Johnson
+1.12%
+$35,979.36 
CVX Chevron Corporation
+1.11%
+$55,345.98 
LIN Linde plc
+1.08%
+$3,406.48 
CCEP Coca-Cola Europacific Partners PLC
+1.06%
+$3,486.51 
LULU lululemon athletica inc.
+1.05%
+$2,429.8 
COP ConocoPhillips
+1.03%
+$26,309.7 
ROK Rockwell Automation, Inc.
+1.02%
+$22,231 
XOM Exxon Mobil Corporation
+1.02%
+$16,389.03 
TGT Target Corporation
+0.99%
+$49,918.05 
TMO Thermo Fisher Scientific Inc.
+0.98%
+$2,184.01 
PK Park Hotels & Resorts Inc.
+0.93%
+$2,837.7 
MLM Martin Marietta Materials, Inc.
+0.9%
+$19,725.93 
SMOT VanEck Morningstar SMID Moat ETF
+0.89%
+$7,774.55 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+0.85%
+$2,344.15 
EXE Expand Energy Corporation
+0.74%
+$3,526.25 
ALL Allstate Corporation
+0.63%
+$7,909.38 
EOG EOG Resources, Inc.
+0.56%
+$7,150.22 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$19,723.36 
LUV Southwest Airlines Co.
+0.53%
+$10,678.98 
SHEL Shell plc
+0.47%
+$1,539.2 
AOS A. O. Smith Corporation
+0.41%
+$1,710 
AGCO AGCO Corporation
+0.37%
+$791.2 
CMS CMS Energy Corporation
+0.36%
+$1,059.73 
AEP American Electric Power Company, Inc.
+0.33%
+$3,657.15 
TOLZ ProShares DJ Brookfield Global Infrastructure ETF
+0.3%
+$2,026.44 
TEL TE Connectivity plc
+0.27%
+$712.26 
AZN AstraZeneca PLC American Depositary Shares
+0.26%
+$3,092.32 
NEE NextEra Energy, Inc.
+0.26%
+$5,209.73 
WFC Wells Fargo & Company
+0.22%
+$2,236.26 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$643.92 
IHG Intercontinental Hotels Group PLC ADR
+0.16%
+$524.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.15%
+$1,799.4 
BABA Alibaba Group Holding Limited SP ADR
+0.07%
+$150.56 
UYLD Angel Oak UltraShort Income Fund
+0.06%
+$723.7 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$312.15 
SEPU AllianzIM U.S. Large Cap Buffer10% Tracker ETF September Series
+0.03%
+$516.6 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,447.39 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$119.05 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.01%
+$47.01 
XLF Financial Select Sector SPDR Fund
+0.01%
+$120.82 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$201.88 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
PCMM
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MCHP Microchip Technology Incorporated
-6.11%
-$16,726.98 
FLEX Flex Ltd.
-5.94%
-$123,287.4 
CHAT Roundhill Generative AI & Technology ETF
-5.68%
-$288,083.25 
AVGO Broadcom Inc.
-5.52%
-$367,276.14 
CRPT First Trust SkyBridge Crypto Industry and Digital Economy ETF
-5.49%
-$222,529.95 
LRCX Lam Research Corporation
-5.44%
-$265,116.94 
GS The Goldman Sachs Group, Inc.
-5.32%
-$373,805.96 
GOOGL Alphabet Inc
-4.78%
-$101,496.01 
MS Morgan Stanley
-4.77%
-$318,201.06 
QCOM QUALCOMM Incorporated
-4.76%
-$53,994.22 
GOOG Alphabet Inc
-4.7%
-$628,814.38 
HUM Humana Inc.
-4.09%
-$30,967.36 
BLOK Amplify Transformational Data Sharing ETF
-4.01%
-$199,013.71 
ETN Eaton Corporation plc
-3.88%
-$151,038.34 
TXN Texas Instruments Inc
-3.85%
-$61,811.64 
QTUM Defiance Quantum ETF
-3.7%
-$165,948.86 
MFG Mizuho Financial Group Inc. ADR
-3.28%
-$11,143.65 
UBS UBS Group AG
-3.18%
-$12,973.29 
NVDA NVIDIA Corporation
-2.98%
-$438,005.24 
PWR Quanta Services Inc.
-2.96%
-$88,772.94 
ARKW ARK Next Generation Internet ETF
-2.95%
-$136,435.77 
JEF Jefferies Financial Group Inc.
-2.94%
-$40,698 
META Meta Platforms Inc Class A
-2.91%
-$260,881.98 
KLAC KLA Corporation
-2.9%
-$38,870 
IETC iShares U.S. Tech Independence Fund
-2.87%
-$135,943.5 
CNR Core Natural Resources, Inc.
-2.83%
-$5,680.32 
APH Amphenol Corporation
-2.7%
-$86,271.18 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-2.68%
-$9,545.24 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.59%
-$9,540.3 
LOUP Innovator Deepwater Frontier Tech ETF
-2.54%
-$104,682.24 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-2.53%
-$7,893.75 
C Citigroup Inc.
-2.51%
-$41,675.4 
UAL United Airlines Holdings, Inc.
-2.46%
-$7,698.24 
NMR Nomura Holdings Inc. Sponsored ADR
-2.44%
-$8,268.75 
FLR Fluor Corporation
-2.4%
-$6,484.3 
IWY iShares Russell Top 200 Growth ETF
-2.36%
-$12,787.5 
FTNT Fortinet Inc.
-2.35%
-$17,740.08 
BWXT Bwx Technologies Inc.
-2.33%
-$5,484.64 
HII Huntington Ingalls Industries Inc.
-2.25%
-$20,286.07 
CSCO Cisco Systems, Inc.
-2.03%
-$29,416.93 
GLDM SPDR Gold MiniShares Trust
-2.03%
-$37,095.54 
QQQM Invesco NASDAQ 100 ETF
-2.01%
-$42,085.21 
AVEM Avantis Emerging Markets Equity ETF
-2%
-$57,398.8 
QQQ Invesco QQQ Trust, Series 1
-1.98%
-$21,413.6 
SNPS Synopsys, Inc.
-1.9%
-$31,936.62 
IX Orix Corporation Sponsored ADR
-1.87%
-$6,708.52 
AMZN Amazon.com Inc
-1.85%
-$267,184.91 
WFRD Weatherford International plc
-1.78%
-$7,974.52 
PUK Prudential plc ADR
-1.77%
-$5,016.61 
TTWO Take-Two Interactive Software, Inc.
-1.62%
-$4,156.7 
ING ING Groep N.V. Sponsored ADR
-1.61%
-$5,578.98 
ASML ASML Holding N.V. New York Registry Shares
-1.6%
-$30,431.1 
SKM SK Telecom Co., Ltd.
-1.58%
-$5,409.57 
BA Boeing Company
-1.54%
-$9,355.12 
DB Deutsche Bank AG
-1.52%
-$4,687.53 
HLT Hilton Worldwide Holdings Inc.
-1.51%
-$3,645.6 
CMG Chipotle Mexican Grill, Inc.
-1.47%
-$4,909.26 
JPM JPMorgan Chase & Co.
-1.42%
-$83,223.32 
IRM Iron Mountain Inc.
-1.36%
-$4,239.46 
BKR Baker Hughes Company
-1.34%
-$27,485.69 
EQIX Equinix, Inc.
-1.31%
-$27,392 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.29%
-$43,336.26 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-1.26%
-$3,494.02 
AMG Affiliated Managers Group Inc.
-1.23%
-$4,310.55 
RTX RTX Corporation
-1.21%
-$13,835.37 
HODL VanEck Bitcoin ETF
-1.17%
-$20,713.74 
BTCO Invesco Galaxy Bitcoin ETF
-1.13%
-$7,945.32 
CSNR Cohen & Steers Natural Resources Active ETF
-1.11%
-$8,049.7 
RJF Raymond James Financial Inc.
-1.11%
-$4,456.62 
AVDE Avantis International Equity ETF
-1.06%
-$35,367.36 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.87%
-$18,907.91 
RY Royal Bank of Canada
-0.87%
-$3,324.22 
SNAP Snap Inc.
-0.84%
-$2,011.84 
IVV iShares Core S&P 500 ETF
-0.83%
-$35,764.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.83%
-$135,037.87 
PANW Palo Alto Networks, Inc.
-0.77%
-$48,734.24 
EQNR Equinor ASA Sponsored ADR
-0.75%
-$2,938.95 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-0.72%
-$2,419.12 
SPYI NEOS S&P 500 High Income ETF
-0.67%
-$8,421.84 
BCS Barclays PLC Sponsored ADR
-0.65%
-$2,224.07 
AER AerCap Holdings N.V.
-0.61%
-$1,868.4 
NWG NatWest Group plc Sponsored ADR
-0.59%
-$1,978.62 
AVUS Avantis U.S. Equity ETF
-0.56%
-$34,475.04 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,452.97 
LYG Lloyds Banking Group Plc ADR
-0.49%
-$1,666.56 
WBD Warner Bros. Discovery, Inc.
-0.4%
-$815.21 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
-0.39%
-$1,097.88 
NOW ServiceNow, Inc.
-0.37%
-$7,454.46 
DT Dynatrace, Inc.
-0.36%
-$1,386.99 
CM Canadian Imperial Bank of Commerce
-0.36%
-$1,355.36 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.34%
-$1,299.57 
OXY Occidental Petroleum Corporation
-0.34%
-$743.15 
LPLA LPL Financial Holdings Inc.
-0.26%
-$1,390.87 
BAC Bank of America Corporation
-0.23%
-$8,407.1 
LYB LyondellBasell Industries N.V.
-0.23%
-$2,619 
NFLX Netflix, Inc.
-0.21%
-$5,308.64 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.19%
-$582.25 
RECS Columbia Research Enhanced Core ETF
-0.15%
-$3,867.05 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.14%
-$3,051.23 
MUB iShares National Muni Bond ETF
-0.14%
-$2,941.28 
HSBC HSBC Holdings plc Sponsored ADR
-0.13%
-$449.67 
NAUG Innovator G-100 Power Buffer ETF August
-0.13%
-$347.93 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.12%
-$493.77 
DMBS DoubleLine Mortgage ETF
-0.11%
-$18,168.65 
DCRE DoubleLine Commercial Real Estate ETF
-0.09%
-$295.69 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$679.59 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$580.25 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.08%
-$3,249.43 
XFIV BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
-0.07%
-$5,581.98 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.06%
-$3,433.17 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.05%
-$176.06 
DABS DoubleLine Asset-Backed Securities ETF
-0.04%
-$1,860.27 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.04%
-$284.2 
PRFD PIMCO Preferred and Capital Securities Active ETF
-0.02%
-$171.99 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.02%
-$500.41 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.02%
-$982.01 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
-0.01%
-$591.58 
GSY Invesco Ultra Short Duration ETF
-0.01%
-$128.29 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$34.41 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$73.2 
SU Suncor Energy Inc.
-0.01%
-$29.04 Events
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Dividends
Dividend Analysis
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| Trades 1748 | Longs Won 1029/1748 58% | Profit Factor 5.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $299,764.6 |
| Average Win $111,648.19 | Best Trade (Jul 16) $5.36M | Sharpe Ratio -99.12 |
| Average Loss -$27,232.67 | Worst Trade (Jul 10) -$1.21M | Z-Score -6.32 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 5d | Expectancy $54,591.42 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
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