Steven Scruggs Portfolio
Invests via FPA Queens Road Small Cap Value Fund | Managed by Steven H. Scruggs, CFA, Ben Mellman
Invests via FPA Queens Road Small Cap Value Fund
Managed by Steven H. Scruggs, CFA, Ben Mellman
Automatically Tracked
Steven Scruggs
Specializes in farmland and agricultural investment platforms, leading capital formation and product development for institutional and accredited investors. Steven Scruggs is an executive and founder who has built digital marketplaces for direct farmland ownership, combining asset management, deal sourcing, and investor relations. Prior roles in finance and agri-business inform a cross-disciplinary approach to structuring pooled and single-asset funds. Strategic priorities include yield generation through crop revenue, sustainable land stewardship, and improving liquidity solutions for traditionally illiquid real assets. Appeals to institutions, family offices and HNW investors seeking inflation protection and portfolio diversification via real assets.
Specializes in farmland and agricultural investment platforms, leading capital formation and product development for institutional and accredited investors. Steven Scruggs is an executive and founder who has built digital marketplaces for direct farmland ownership, combining asset management, deal sourcing, and investor relations. Prior roles in finance and agri-business inform a cross-disciplinary approach to structuring pooled and single-asset funds. Strategic priorities include yield generation through crop revenue, sustainable land stewardship, and improving liquidity solutions for traditionally illiquid real assets. Appeals to institutions, family offices and HNW investors seeking inflation protection and portfolio diversification via real assets.
Investment Philosophy & Strategy
Focuses on farmland and agricultural real assets with a bias toward income-generating, long-duration investments that hedge inflation and diversify institutional portfolios. Deploys capital into pooled funds and single-asset structures that combine crop revenue models, active land stewardship and operational improvements to enhance yields and returns. Prioritizes disciplined underwriting, downside protection through conservative leverage and multi-year cash-flow projections, and liquidity-enhancing wrappers for traditionally illiquid holdings. Investment decisions blend deal sourcing, product design and investor-aligned governance, targeting family offices, HNW clients and institutions seeking stable real-asset exposure.
Focuses on farmland and agricultural real assets with a bias toward income-generating, long-duration investments that hedge inflation and diversify institutional portfolios. Deploys capital into pooled funds and single-asset structures that combine crop revenue models, active land stewardship and operational improvements to enhance yields and returns. Prioritizes disciplined underwriting, downside protection through conservative leverage and multi-year cash-flow projections, and liquidity-enhancing wrappers for traditionally illiquid holdings. Investment decisions blend deal sourcing, product design and investor-aligned governance, targeting family offices, HNW clients and institutions seeking stable real-asset exposure.
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:
382.85%
Gain -2.06%
Monthly
1.62%
Yearly
21.31%
Drawdown
46.84%
$3.63B
Equity
Holdings
$3.63B
Investment
$2.17B
$2.1B
Profit -$19.99M
Realized
$639.41M
Unrealized
$1.46B
Dividends
$348.62M
Goals
Avg. 66.6% completed goals
Yearly
Loss < $300M 2026
Yearly
Loss < 20% 2026
Yearly
Loss < 12% 2026
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.06%
Profit
-$19.99M
Win %
79%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$29.6M
Win %
79%
This Month
Compared to last month
Gain
0.94%
Profit
$33.87M
Win %
79%
This Year
Compared to last year
Gain
-2.21%
Profit
-$81.88M
Win %
80%
HONA Honeywell Aerospace Inc.
+3.51%
+$198,762.24 
IDXX IDEXX Laboratories, Inc.
+2.79%
+$5,840.78 
COP ConocoPhillips
+2.73%
+$420,123.62 
COKE Coca-Cola Consolidated Inc.
+2.4%
+$29,953.7 
LMT Lockheed Martin Corporation
+2.34%
+$5,631.92 
SHEL Shell plc
+2.28%
+$329,290.78 
FAF First American Financial Corporation
+2.27%
+$661,417.92 
RTX RTX Corporation
+2.25%
+$479,674.77 
PM Philip Morris International Inc.
+2.03%
+$8,349.27 
MDU MDU Resources Group, Inc.
+2.02%
+$544,146.37 
PEP PepsiCo, Inc.
+2%
+$166,906.08 
VMC Vulcan Materials Company
+1.92%
+$4,442.87 
CMCSA Comcast Corp
+1.88%
+$151,551.99 
CVX Chevron Corporation
+1.85%
+$138,473.88 
XLE Energy Select Sector SPDR Fund
+1.85%
+$5,977.8 
EXC Exelon Corporation
+1.82%
+$28,874.95 
VDE Vanguard Energy ETF
+1.75%
+$6,969.22 
SO The Southern Company
+1.73%
+$229,148.22 
DAR Darling Ingredients Inc.
+1.71%
+$464,209.2 
AAP Advance Auto Parts Inc.
+1.69%
+$304,917 
TJX The TJX Companies, Inc.
+1.67%
+$317,445.92 
USB U.S. Bancorp
+1.59%
+$3,258.32 
DUK Duke Energy Corporation
+1.59%
+$67,491.9 
MDLZ Mondelez International, Inc.
+1.55%
+$11,730.61 
NUE Nucor Corporation
+1.48%
+$5,227.74 
XOM Exxon Mobil Corporation
+1.48%
+$313,852.23 
RLI RLI Corp.
+1.43%
+$720,907.1 
TMUS T-Mobile US, Inc.
+1.42%
+$138,260.06 
KO The Coca-Cola Company
+1.4%
+$54,364.47 
GD General Dynamics Corporation
+1.4%
+$43,623.19 
UGI UGI Corporation
+1.31%
+$848,767.71 
HSY The Hershey Company
+1.29%
+$41,492.13 
COST Costco Wholesale Corporation
+1.28%
+$243,827.57 
AMT American Tower Corporation
+1.27%
+$4,777.08 
COF Capital One Financial Corporation
+1.24%
+$5,072.52 
D Dominion Energy, Inc.
+1.23%
+$7,646.87 
MAR Marriott International Inc. - Class A
+1.19%
+$12,975.17 
UTL Unitil Corporation
+1.18%
+$153,450.99 
ZTS Zoetis Inc.
+1.17%
+$20,469.47 
MRK Merck & Co., Inc.
+1.16%
+$211,352.4 
PSX Phillips 66
+1.15%
+$33,819.53 
NEE NextEra Energy, Inc.
+1.11%
+$91,492.72 
GE General Electric Company
+1.09%
+$188,627.56 
SYK Stryker Corporation
+1.09%
+$75,366.7 
MET MetLife Inc.
+1.08%
+$5,281.2 
TFC Truist Financial Corporation
+1.07%
+$38,232.5 
JPM JPMorgan Chase & Co.
+1.07%
+$362,926.08 
NJR New Jersey Resources Corporation
+1.07%
+$441,909.6 
LIN Linde plc
+1.04%
+$58,902.97 
VZ Verizon Communications Inc.
+1.04%
+$9,229.44 
BLK BlackRock, Inc.
+0.96%
+$133,269.57 
WFC Wells Fargo & Company
+0.95%
+$9,180.58 
PVH PVH Corp.
+0.87%
+$332,931.56 
DLTR Dollar Tree, Inc.
+0.87%
+$2,032.97 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$2,627.28 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.84%
+$2,674.1 
VDC VANGUARD CONSUMER STAPLES ETF
+0.83%
+$5,178.32 
LOW Lowe's Companies Inc.
+0.82%
+$48,966.54 
CTVA Corteva Inc.
+0.81%
+$413.6 
PG Procter & Gamble Co
+0.81%
+$131,684.91 
LLY Eli Lilly and Company
+0.81%
+$151,909.44 
PGR Progressive Corporation
+0.8%
+$140,996.3 
HD The Home Depot, Inc.
+0.77%
+$127,729.21 
NKE Nike, Inc. - Class B
+0.75%
+$37,861.88 
VAW Vanguard Materials ETF
+0.73%
+$1,968.54 
CARR Carrier Global Corporation
+0.73%
+$4,735.6 
AAPL Apple Inc.
+0.72%
+$745,644.24 
WMT Walmart Inc.
+0.72%
+$181,451.52 
NTB The Bank of N.T. Butterfield & Son Limited
+0.71%
+$153,923.08 
ACN Accenture plc Class A
+0.71%
+$94,854.65 
CL Colgate-Palmolive Company
+0.7%
+$9,008.72 
BALL Ball Corp.
+0.69%
+$6,077.62 
TXN Texas Instruments Inc
+0.68%
+$72,713.7 
FISV Fiserv, Inc.
+0.67%
+$28,447.33 
TT Trane Technologies plc
+0.66%
+$111,749.43 
PSA Public Storage Common Stock
+0.65%
+$32,343.11 
DRI Darden Restaurants, Inc.
+0.65%
+$14,144.2 
JNJ Johnson & Johnson
+0.64%
+$140,369.46 
AFL Aflac Inc.
+0.59%
+$6,400.23 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$27,624.06 
RIO Rio Tinto Plc Sponsored ADR
+0.58%
+$52,261.04 
T AT&T Inc.
+0.57%
+$3,414.28 
ABBV AbbVie Inc.
+0.56%
+$116,342.46 
MTZ MasTec, Inc. Common Stock
+0.54%
+$1,566.63 
V Visa Inc. Class A
+0.52%
+$7,656.12 
AX Axos Financial Inc.
+0.49%
+$162,208.47 
GPC Genuine Parts Company
+0.49%
+$2,076.78 
BRK-B Berkshire Hathaway Inc.
+0.48%
+$33,492.37 
CB Chubb Limited
+0.46%
+$1,287.89 
DFIV Dimensional International Value ETF
+0.45%
+$5,101.02 
ITW Illinois Tool Works Inc.
+0.45%
+$2,185.26 
AVDV Avantis International Small Cap Value ETF
+0.43%
+$3,438.04 
APD Air Products and Chemicals, Inc.
+0.42%
+$19,356.24 
VLO Valero Energy Corporation
+0.41%
+$26,323.07 
CNXC Concentrix Corporation
+0.36%
+$17,374.5 
ASML ASML Holding N.V. New York Registry Shares
+0.35%
+$74,310.65 
BNY BlackRock New York Municipal Income Trust
+0.34%
+$14,056.74 
MFC Manulife Financial Corporation
+0.34%
+$1,713.6 
PYPL PayPal Holdings Inc
+0.34%
+$15,630.42 
DIS The Walt Disney Company
+0.33%
+$56,693.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.31%
+$1,421.28 
PFE Pfizer Inc.
+0.31%
+$24,426.54 
ADI Analog Devices, Inc.
+0.28%
+$2,364.34 
RY Royal Bank of Canada
+0.28%
+$53,205.51 
PPG PPG Industries Inc.
+0.27%
+$1,407.95 
TRV The Travelers Companies, Inc.
+0.27%
+$917.99 
SPG Simon Property Group, Inc.
+0.27%
+$1,049.22 
DIHP Dimensional International High Profitability Portfolio
+0.25%
+$628.49 
MCK McKesson Corporation
+0.25%
+$752.76 
UPBD Upbound Group, Inc.
+0.24%
+$47,568.6 
WM Waste Management, Inc.
+0.24%
+$950.82 
GEV GE Vernova Inc.
+0.22%
+$11,328.16 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$81,162.17 
VYM Vanguard High Dividend Yield ETF
+0.2%
+$1,392.24 
ABT Abbott Laboratories
+0.2%
+$23,913.04 
ADP Automatic Data Processing Inc.
+0.19%
+$2,389.32 
VTV Vanguard Value ETF
+0.19%
+$68,951.4 
FITB Fifth Third Bancorp
+0.18%
+$830.79 
HMN Horace Mann Educators Corp.
+0.17%
+$36,386.88 
XLF Financial Select Sector SPDR Fund
+0.16%
+$1,149.75 
AXP American Express Company
+0.16%
+$45,973.44 
MPC Marathon Petroleum Corporation
+0.16%
+$1,080.71 
PNFP Pinnacle Financial Partners Inc.
+0.16%
+$758.85 
AMGN Amgen Inc.
+0.16%
+$34,376.09 
VNQ Vanguard Real Estate ETF
+0.13%
+$1,170.59 
FSBC Five Star Bancorp
+0.12%
+$6,853.05 
MCD McDonald's Corporation
+0.12%
+$19,854.24 
IEFA iShares Core MSCI EAFE ETF
+0.1%
+$325.9 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.09%
+$379.41 
BAC Bank of America Corporation
+0.08%
+$2,466.36 
VGK Vanguard FTSE Europe ETF
+0.07%
+$168.61 
GGG Graco Inc.
+0.07%
+$5,465.64 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$1,602.26 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$16,912.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$210.49 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.03%
+$146.01 
TIP iShares TIPS Bond ETF
+0.03%
+$1,025.7 
SBUX Starbucks Corporation
+0.02%
+$1,395.68 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$123.11 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$84.28 
SYNA Synaptics Incorporated
+0.01%
+$3,592.71 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$56.92 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
-7.64%
-$953,087.06 
CRWD CrowdStrike Holdings, Inc.
-7.22%
-$53,867.83 
PLTR Palantir Technologies Inc.
-6.83%
-$446,718.39 
NOW ServiceNow, Inc.
-4.91%
-$255,500 
INTC Intel Corporation
-4.13%
-$113,507.46 
FN Fabrinet
-3.86%
-$485,400.18 
MU Micron Technology, Inc.
-3.74%
-$45,065.99 
AMD Advanced Micro Devices, Inc.
-3.67%
-$1.91M 
ORCL Oracle Corporation
-3.61%
-$949,222.6 
LRCX Lam Research Corporation
-3.47%
-$6,002.87 
XBI SPDR S&P Biotech ETF
-3.46%
-$8,283.24 
VSH Vishay Intertechnology Inc.
-3.34%
-$898,776.96 
GLW Corning Incorporated
-3.3%
-$1.08M 
AVGO Broadcom Inc.
-3.15%
-$1.28M 
AMAT Applied Materials, Inc.
-3%
-$1.86M 
SNX TD Synnex Corporation
-2.87%
-$2.01M 
KLAC KLA Corporation
-2.86%
-$122,784.19 
IDCC InterDigital, Inc.
-2.81%
-$998,242.52 
DELL Dell Technologies Inc.
-2.76%
-$46,131.79 
META Meta Platforms Inc Class A
-2.7%
-$1.21M 
VSEC VSE Corporation
-2.64%
-$9,342.76 
CRM Salesforce Inc
-2.6%
-$324,867.78 
NFLX Netflix, Inc.
-2.49%
-$134,841.38 
ADBE Adobe Inc.
-2.42%
-$196,554.75 
IBB iShares Biotechnology ETF
-2.42%
-$6,099.3 
TEX Terex Corporation
-2.26%
-$509,778.15 
SCHW Charles Schwab Corporation
-2.23%
-$16,142.7 
XLK State Street Technology Select Sector SPDR ETF
-2.18%
-$76,636.28 
IWP iShares Russell Mid-Cap Growth ETF
-2.11%
-$14,420.42 
VGT Vanguard Information Technology ETF
-2.1%
-$66,249.46 
VTWG Vanguard Russell 2000 Growth ETF
-2.08%
-$55,038.06 
MSFT Microsoft Corp.
-2.04%
-$1.91M 
VBK Vanguard Small-Cap Growth ETF
-1.99%
-$934,730.86 
NUMG Nuveen ESG Mid-Cap Growth ETF
-1.97%
-$5,879.79 
IWO iShares Russell 2000 Growth ETF
-1.97%
-$26,279.24 
AGCO AGCO Corporation
-1.96%
-$499,626.4 
IYW iShares U.S. Technology ETF
-1.96%
-$58,772.02 
ARW Arrow Electronics Inc.
-1.93%
-$1.14M 
Q Qnity Electronics Inc.
-1.92%
-$14,777.5 
CSCO Cisco Systems, Inc.
-1.91%
-$712,861.8 
GOOGL Alphabet Inc
-1.91%
-$320,640.24 
ETN Eaton Corporation plc
-1.91%
-$531,610.29 
GOOG Alphabet Inc
-1.8%
-$1.11M 
WAT Waters Corporation
-1.8%
-$9,468.14 
CMG Chipotle Mexican Grill, Inc.
-1.78%
-$62,685.36 
TSLA Tesla, Inc.
-1.75%
-$211,781.64 
ATI ATI Inc.
-1.75%
-$53,070.2 
QQQ Invesco QQQ Trust, Series 1
-1.74%
-$12,491.07 
DE Deere & Company
-1.67%
-$198,447.51 
SCHL Scholastic Corporation
-1.66%
-$430,238.08 
VOT Vanguard Mid-Cap Growth ETF
-1.64%
-$566,032.14 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.62%
-$24,902.3 
EW Edwards Lifesciences Corporation
-1.62%
-$4,730.43 
PWR Quanta Services Inc.
-1.58%
-$36,235.57 
IWF iShares Russell 1000 Growth ETF
-1.57%
-$11,317.8 
VXF Vanguard Extended Market ETF
-1.57%
-$4,141.28 
VOX Vanguard Communication Services ETF
-1.54%
-$8,604.09 
CNC Centene Corporation
-1.52%
-$32,100 
LFUS Littelfuse Inc.
-1.5%
-$484,228.68 
UNH UnitedHealth Group Incorporated
-1.5%
-$201,323.55 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.48%
-$7,842.9 
VUG Vanguard Growth ETF
-1.48%
-$610,833.09 
APH Amphenol Corporation
-1.47%
-$149,049.6 
DAL Delta Air Lines, Inc.
-1.47%
-$3,730.61 
BX Blackstone Inc.
-1.47%
-$143,228.8 
IWM iShares Russell 2000 ETF
-1.43%
-$18,753.59 
VTWO Vanguard Russell 2000 ETF
-1.4%
-$2,656.67 
BDX Becton, Dickinson and Company
-1.35%
-$29,526.82 
AMZN Amazon.com Inc
-1.34%
-$478,668.64 
IMKTA Ingles Markets Inc.
-1.34%
-$450,755.12 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.34%
-$6,405 
MSM MSC Industrial Direct Co., Inc.
-1.33%
-$489,796.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.32%
-$3,897.85 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.3%
-$16,823.55 
AVEM Avantis Emerging Markets Equity ETF
-1.29%
-$5,506.95 
DFAE Dimensional Emerging Core Equity Market ETF
-1.28%
-$3,033.19 
IEMG iShares Core MSCI Emerging Markets ETF
-1.24%
-$4,220.45 
XLC Communication Services Select Sector SPDR Fund
-1.24%
-$27,405.24 
VOOG Vanguard S&P 500 Growth ETF
-1.23%
-$6,911.1 
CEG Constellation Energy Corporation
-1.23%
-$56,412.2 
TMO Thermo Fisher Scientific Inc.
-1.23%
-$131,798.17 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.19%
-$3,955.2 
DECK Deckers Outdoor Corporation
-1.17%
-$7,225.54 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.16%
-$15,489.21 
FDUS Fidus Investment Corporation
-1.16%
-$2,927.47 
EQIX Equinix, Inc.
-1.14%
-$81,822.22 
CGXU Capital Group International Focus Equity ETF
-1.13%
-$5,934.37 
ESGV Vanguard ESG U.S. Stock ETF
-1.11%
-$14,478.85 
ECG Everus Construction Group, Inc.
-1.1%
-$44,062.29 
VB Vanguard Small-Cap ETF
-1.1%
-$40,451.16 
UBER Uber Technologies, Inc.
-1.09%
-$20,350.98 
CSW CSW Industrials Inc.
-1.06%
-$61,268.52 
VWO Vanguard FTSE Emerging Markets ETF
-1.04%
-$13,420 
JBTM JBT Marel Corporation
-1.01%
-$332,162.24 
TROW T. Rowe Price Group, Inc.
-0.98%
-$19,418.42 
PFF iShares Preferred and Income Securities ETF
-0.96%
-$4,508 
PPLI People Incorporated
-0.96%
-$141,576.43 
NUSC Nuveen ESG Small-Cap ETF
-0.94%
-$7,322.28 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.91%
-$9,950.4 
QCOM QUALCOMM Incorporated
-0.91%
-$55,165.52 
DFAS Dimensional U.S. Small Cap ETF
-0.89%
-$1,974 
DCO Ducommun Inc.
-0.86%
-$176,414.72 
SFM Sprouts Farmers Market, Inc.
-0.84%
-$189,238 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.84%
-$32,683.45 
IWR iShares Russell Mid-Cap ETF
-0.83%
-$7,492.94 
SHW The Sherwin-Williams Company
-0.82%
-$41,156.65 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.8%
-$34,402.94 
PRU Prudential Financial, Inc.
-0.79%
-$33,373.92 
ESGU iShares ESG Aware MSCI USA ETF
-0.78%
-$2,011.95 
FDX FedEx Corporation
-0.78%
-$1,773.31 
VOO Vanguard S&P 500 ETF
-0.76%
-$21,115.19 
IJR iShares Core S&P Small-Cap ETF
-0.76%
-$8,884.59 
OSK Oshkosh Corporation
-0.74%
-$244,337.82 
IVV iShares Core S&P 500 ETF
-0.74%
-$21,123.85 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.74%
-$9,106.56 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$65,006.32 
MDY SPDR S&P MidCap 400 ETF Trust
-0.72%
-$4,294.98 
VTWV Vanguard Russell 2000 Value Index Fund
-0.72%
-$109,799.74 
VONE Vanguard Russell 1000 ETF
-0.7%
-$12,780.72 
RJF Raymond James Financial Inc.
-0.67%
-$103,768.35 
IBM International Business Machines Corporation
-0.66%
-$110,787.6 
IJH iShares Core S&P Mid-Cap ETF
-0.66%
-$5,285.27 
VSGX Vanguard ESG International Stock ETF
-0.65%
-$3,984.76 
YUM Yum! Brands, Inc.
-0.64%
-$4,869.4 
NNI Nelnet, Inc.
-0.62%
-$196,309.47 
SAIC Science Applications International Corporation Common Stock
-0.59%
-$132,974.55 
LEVI Levi Strauss & Co.
-0.58%
-$123,955.56 
FSTR L.B. Foster Company
-0.57%
-$22,206.99 
VCR Vanguard Consumer Discretionary ETF
-0.57%
-$2,846.6 
MMM 3M Company
-0.54%
-$6,200.1 
AMP Ameriprise Financial, Inc.
-0.54%
-$87,356.85 
SYY Sysco Corporation
-0.54%
-$4,043.16 
VLTO Veralto Corporation
-0.53%
-$2,075.26 
GS The Goldman Sachs Group, Inc.
-0.53%
-$9,611.56 
VO Vanguard Mid-Cap ETF
-0.53%
-$13,629.33 
GPK Graphic Packaging Holding Company
-0.52%
-$17,355.37 
VHT Vanguard Health Care ETF
-0.49%
-$7,348.8 
BKNG Booking Holdings Inc.
-0.48%
-$70,686.04 
UNP Union Pacific Corporation
-0.45%
-$80,860.44 
PLD Prologis Inc.
-0.45%
-$42,763.9 
VPL Vanguard FTSE Pacific ETF
-0.45%
-$2,637.5 
IJS iShares S&P Small-Cap 600 Value ETF
-0.45%
-$6,381.18 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.45%
-$2,660.91 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.44%
-$1,850 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.43%
-$1,719.31 
VIOV Vanguard S&P Small-Cap 600 Value ETF
-0.41%
-$1,378.65 
CNO CNO Financial Group Inc.
-0.4%
-$170,291.66 
MS Morgan Stanley
-0.4%
-$1,716.98 
GWW W.W. Grainger, Inc.
-0.4%
-$11,815.33 
IWS iShares Russell Mid-Cap Value ETF
-0.4%
-$2,888.82 
IAU iShares Gold Trust
-0.38%
-$1,521.6 
FTV Fortive Corporation
-0.38%
-$2,397.12 
GLD SPDR Gold Shares
-0.37%
-$1,438.57 
NVDA NVIDIA Corporation
-0.36%
-$143,668.98 
VEU Vanguard FTSE All-World ex-US ETF
-0.35%
-$1,182.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.35%
-$131,707.47 
GIII G-III Apparel Group, Ltd.
-0.35%
-$75,613.58 
CWI SPDR MSCI ACWI ex-US ETF
-0.35%
-$4,205.74 
DHR Danaher Corporation
-0.34%
-$54,161.64 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.32%
-$6,849.52 
LOB Live Oak Bancshares Inc.
-0.31%
-$6,534.22 
BNDX Vanguard Total International Bond ETF
-0.31%
-$5,245.52 
EFX Equifax Inc.
-0.3%
-$774.04 
EFG iShares MSCI EAFE Growth ETF
-0.3%
-$1,182.51 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.28%
-$190,401.95 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.26%
-$1,584.22 
DORM Dorman Products, Inc.
-0.25%
-$82,473.33 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.25%
-$959.1 
NSC Norfolk Southern Corporation
-0.25%
-$970.82 
FLO Flowers Foods, Inc.
-0.24%
-$3,346.09 
PRF Invesco FTSE RAFI US 1000 ETF
-0.24%
-$4,415.85 
BXP Boston Properties, Inc.
-0.23%
-$12,004.02 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.23%
-$8,318.62 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.21%
-$39,804.11 
ELV Elevance Health, Inc.
-0.2%
-$3,962.59 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.2%
-$867.23 
DD DuPont de Nemours, Inc.
-0.19%
-$1,778.69 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.19%
-$502.94 
CAH Cardinal Health Inc.
-0.18%
-$565.42 
MUB iShares National Muni Bond ETF
-0.18%
-$18,044.64 
VIS Vanguard Industrials ETF
-0.17%
-$860.55 
AVUV Avantis U.S. Small Cap Value ETF
-0.17%
-$24,315.55 
XLV Health Care Select Sector SPDR Fund
-0.16%
-$952.65 
GIS General Mills, Inc.
-0.15%
-$904.2 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.14%
-$924.21 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.14%
-$290.25 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.13%
-$3,967.12 
EZM WisdomTree U.S. MidCap Fund
-0.12%
-$520.56 
PLUS Eplus Inc.
-0.12%
-$34,310.43 
CAT Caterpillar Inc.
-0.11%
-$4,419.54 
DFAT Dimensional US Targeted Value ETF
-0.1%
-$5,400.36 
MA Mastercard Incorporated
-0.1%
-$19,018.9 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.09%
-$986.29 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.09%
-$1,145.57 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$733.67 
SFBS ServisFirst Bancshares Inc.
-0.08%
-$62,367.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.07%
-$1,684.55 
CW Curtiss-Wright Corporation
-0.07%
-$141 
BMY Bristol-Myers Squibb Company
-0.07%
-$1,054.28 
SOLS Sollensys Corp
-0.06%
-$139.96 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$1,913.37 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$21,137.64 
ALLE Allegion plc
-0.06%
-$461.07 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$290.12 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.05%
-$1,382.08 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$900.81 
MTG MGIC Investment Corporation
-0.04%
-$10,254.4 
XLI Industrial Select Sector SPDR Fund
-0.04%
-$173.46 
VNT Vontier Corporation
-0.03%
-$12,241.63 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$2,427.44 
VIG Vanguard Dividend Appreciation ETF
-0.03%
-$580.95 
DFUV Dimensional US Marketwide Value ETF
-0.03%
-$447.54 
BA Boeing Company
-0.03%
-$157.8 
SCHV Schwab U.S. Large-Cap Value ETF
-0.01%
-$51.23 
EFA iShares MSCI EAFE ETF
-0.01%
-$43.26 
VOOV Vanguard S&P 500 Value ETF
0%
-$71.38 
SHY iShares 1-3 Year Treasury Bond ETF
0%
-$4.92 Events
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Dividends
Dividend Analysis
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| Trades 16254 | Longs Won 12042/16254 74% | Profit Factor 9.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $707,639.21 |
| Average Win $196,110.77 | Best Trade (Oct 15) $26.48M | Sharpe Ratio -18.8 |
| Average Loss -$61,822.69 | Worst Trade (Mar 31) -$5.85M | Z-Score 35.35 (100%) |
| Commissions $0 | Avg. Trade Length 5y 5m 3w 2d | Expectancy $129,270.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 412,050 | $18.99M | $18.4M | - | -$590,924.11 | -3.11% | +1.685% |
| AAPL Apple Inc. | 300,663 | $18.2M | $103.57M | - | $85.38M | 469.23% | +0.725% |
| ABBV AbbVie Inc. | 73,634 | $6.07M | $20.98M | - | $14.91M | 245.73% | +0.558% |
| ABT Abbott Laboratories | 116,649 | $7.29M | $12.23M | - | $4.95M | 67.86% | +0.196% |
| ACN Accenture plc Class A | 59,470 | $12.33M | $13.47M | - | $1.14M | 9.27% | +0.709% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 7,943 | $390,349.65 | $590,204.61 | - | $199,854.96 | 51.2% | -0.449% |
| ADBE Adobe Inc. | 32,275 | $12.99M | $7.93M | - | -$5.06M | -38.97% | -2.42% |
| ADI Analog Devices, Inc. | 2,074 | $358,875.28 | $840,156.66 | - | $481,281.38 | 134.11% | +0.282% |
| ADP Automatic Data Processing Inc. | 4,305 | $335,683.12 | $1.23M | - | $896,429.4 | 267.05% | +0.194% |
| AFL Aflac Inc. | 9,209 | $492,634.62 | $1.09M | - | $600,888.08 | 121.97% | +0.589% |
| AGCO AGCO Corporation | 240,205 | $23.79M | $25.01M | - | $1.22M | 5.12% | -1.959% |
| ALLE Allegion plc | 5,123 | $231,265.45 | $797,446.18 | - | $566,180.73 | 244.82% | -0.058% |
| AMAT Applied Materials, Inc. | 143,808 | $5.28M | $59.98M | - | $54.7M | 1,035.75% | -3.002% |
| AMD Advanced Micro Devices, Inc. | 92,512 | $8.77M | $50.11M | - | $41.33M | 471.08% | -3.668% |
| AMGN Amgen Inc. | 50,553 | $6.7M | $21.98M | - | $15.28M | 227.98% | +0.157% |
| AMP Ameriprise Financial, Inc. | 32,235 | $3.57M | $16.11M | - | $12.54M | 350.83% | -0.539% |
| AMT American Tower Corporation | 2,068 | $422,274.12 | $379,829.56 | - | -$42,444.56 | -10.05% | +1.274% |
| AMZN Amazon.com Inc | 139,962 | $15.51M | $35.18M | - | $19.67M | 126.83% | -1.342% |
| APD Air Products and Chemicals, Inc. | 15,610 | $2.93M | $4.65M | - | $1.72M | 58.49% | +0.418% |
| APH Amphenol Corporation | 124,208 | $5.36M | $9.97M | - | $4.62M | 86.14% | -1.473% |
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FAQ
Which stocks have generated the highest profits for Steven Scruggs?
The largest contributions to the portfolio's profits come from the following stocks: Fabrinet - $66.14M, Vishay Intertechnology Inc - $40.2M, InterDigital, Inc - $36.65M, Deckers Outdoor Corporation - $28.54M, and Sprouts Farmers Market, Inc - $23.44M. 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: United Natural Foods Inc - $9.83M, Concentrix Corporation - $7.94M, TreeHouse Foods Inc - $7.23M, Mativ Holdings Inc - $7.12M, and 06605F102 - $2.74M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven Scruggs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $348.62M earned over time. The largest contributors to dividend income include Equity Commonwealth - $8.41M, VANGUARD SMALL-CAP VALUE ETF - $6.38M, RLI Corp - $5.55M, Exxon Mobil Corporation - $5.44M, and McDonald's Corporation - $5.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven Scruggs's monthly returns?
Steven Scruggs's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Steven Scruggs's strategy be considered aggressive or moderate?
Steven Scruggs's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Steven Scruggs's strategy?
Steven Scruggs's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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