AL
Acas LLC Portfolio
Invests via Acas LLC | Managed by Christopher Tate
Invests via Acas LLC
Managed by Christopher Tate
Automatically Tracked
Company Profile
Acas LLC operates as a specialized firm focused on delivering innovative solutions in the rapidly evolving digital landscape. Leveraging extensive experience in technology consulting, this organization excels at assisting businesses to enhance their operational efficiencies and embrace digital transformation. Its unique positioning within the tech services sector enables it to cater effectively to diverse industries, ensuring client projects achieve strategic milestones. As companies increasingly prioritize digital initiatives, Acas plays a critical role in guiding organizations through their technology adoption journeys.
Acas LLC operates as a specialized firm focused on delivering innovative solutions in the rapidly evolving digital landscape. Leveraging extensive experience in technology consulting, this organization excels at assisting businesses to enhance their operational efficiencies and embrace digital transformation. Its unique positioning within the tech services sector enables it to cater effectively to diverse industries, ensuring client projects achieve strategic milestones. As companies increasingly prioritize digital initiatives, Acas plays a critical role in guiding organizations through their technology adoption journeys.
Investment Philosophy & Strategy
Positioned at the intersection of technology and innovation, Acas LLC embraces a strategic mindset that prioritizes digital transformation as a core driver of growth. By harnessing its expertise in technology consulting, the firm identifies and capitalizes on emerging trends to support clients in optimizing their operational frameworks. Its commitment to tailored solutions allows it to navigate complex business challenges effectively while ensuring sustainability across various sectors. This proactive approach not only differentiates Acas in an increasingly competitive landscape but also fosters long-lasting partnerships based on shared objectives.
Positioned at the intersection of technology and innovation, Acas LLC embraces a strategic mindset that prioritizes digital transformation as a core driver of growth. By harnessing its expertise in technology consulting, the firm identifies and capitalizes on emerging trends to support clients in optimizing their operational frameworks. Its commitment to tailored solutions allows it to navigate complex business challenges effectively while ensuring sustainability across various sectors. This proactive approach not only differentiates Acas in an increasingly competitive landscape but also fosters long-lasting partnerships based on shared objectives.
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:
41.15%
Gain +0.28%
Monthly
0.62%
Yearly
7.74%
Drawdown
14.29%
$168.27M
Equity
Holdings
$168.27M
Investment
$116.4M
$59.92M
Profit +$544,580.37
Realized
$8.04M
Unrealized
$51.88M
Dividends
$6.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$544,580.37
Win %
93%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.75M
Win %
93%
This Month
Compared to last month
Gain
-1.75%
Profit
-$3.01M
Win %
93%
This Year
Compared to last year
Gain
7.2%
Profit
$11.3M
Win %
93%
QCOM QUALCOMM Incorporated
+4.32%
+$12,264 
GEV GE Vernova Inc.
+3.65%
+$13,649.56 
GDX VanEck Gold Miners ETF
+2.98%
+$14,952.4 
SCHW Charles Schwab Corporation
+2.73%
+$6,657.42 
GS The Goldman Sachs Group, Inc.
+2.61%
+$24,011.89 
JPM JPMorgan Chase & Co.
+2.3%
+$11,284.88 
TSLA Tesla, Inc.
+1.88%
+$12,330.73 
CAT Caterpillar Inc.
+1.49%
+$18,515.37 
AMSC American Superconductor Corporation
+1.29%
+$5,202 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$8,152.01 
BNOV FGCI Inc.
+1.13%
+$5,537.19 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$3,293.95 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$24,242.48 
JNJ Johnson & Johnson
+1.05%
+$3,062.5 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$13,328.74 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
+1.01%
+$5,571.27 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$40,916 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$5,030.64 
VO Vanguard Mid-Cap ETF
+0.97%
+$11,057.16 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$26,224.44 
VTV Vanguard Value ETF
+0.94%
+$29,469.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$9,047.84 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$2,573.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$23,768.11 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$13,169.82 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$9,230.99 
VFC V.F. Corporation
+0.83%
+$2,192.11 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,783.32 
CVX Chevron Corporation
+0.75%
+$3,107.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$6,441.02 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$1,761.02 
BAUG Innovator U.S. Equity Buffer ETF
+0.73%
+$1,672.88 
VB Vanguard Small-Cap ETF
+0.73%
+$8,073.21 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.72%
+$2,909.25 
COST Costco Wholesale Corporation
+0.72%
+$24,821.49 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$34,917.7 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$61,777.53 
CGDV Capital Group Dividend Value ETF
+0.68%
+$94,120.95 
EMR Emerson Electric Co.
+0.64%
+$3,981.25 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$4,088.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$14,647.95 
VGT Vanguard Information Technology ETF
+0.6%
+$3,679.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$7,062.48 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$14,909.26 
VOO Vanguard S&P 500 ETF
+0.58%
+$7,577.08 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,056.56 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$4,182.85 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.52%
+$3,447.95 
CGUS Capital Group Core Equity ETF
+0.51%
+$1,146.64 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.5%
+$1,365.61 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$3,371.34 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,501.5 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,445.52 
GOOG Alphabet Inc
+0.46%
+$4,175.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$33,924 
FTLS First Trust Long/Short Equity ETF
+0.37%
+$13,512.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$962.75 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.33%
+$2,502.9 
CGBL Capital Group Core Balanced ETF
+0.32%
+$15,329.04 
EFA iShares MSCI EAFE ETF
+0.31%
+$9,152 
XOM Exxon Mobil Corporation
+0.29%
+$2,487.89 
BUFB Innovator Laddered Allocation Buffer ETF
+0.28%
+$2,434.08 
BJUL Innovator U.S. Equity Buffer ETF
+0.28%
+$1,056 
KAPR Innovator U.S. Small Cap Power Buffer ETF
+0.25%
+$1,742.57 
MNA NYLI Merger Arbitrage ETF
+0.23%
+$3,625.99 
VUG Vanguard Growth ETF
+0.22%
+$5,031.96 
NAPR Innovator Growth 100 Power Buffer Fund
+0.22%
+$1,157.76 
BUFF Innovator Laddered Allocation Fund
+0.19%
+$2,882.1 
NVDA NVIDIA Corporation
+0.18%
+$408.48 
EXR Extra Space Storage Inc.
+0.16%
+$1,244.85 
CGGR Capital Group Growth ETF
+0.15%
+$19,981.01 
PFE Pfizer Inc.
+0.15%
+$523.88 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$4,399.95 
MSFT Microsoft Corp.
+0.13%
+$1,716 
CGIE Capital Group International Equity ETF
+0.11%
+$491.84 
GLD SPDR Gold Shares
+0.06%
+$3,429.38 
KJUL Innovator U.S. Small Cap Power Buffer ETF
+0.06%
+$142.68 
ORCL Oracle Corporation
+0.05%
+$150.37 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$578.58 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$2,789.01 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$511.68 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$100.06 
LMT Lockheed Martin Corporation
-1.53%
-$5,220.39 
AAPL Apple Inc.
-1.52%
-$169,902 
AMZN Amazon.com Inc
-1.21%
-$69,777.71 
NFLX Netflix, Inc.
-1.14%
-$3,515.4 
CSCO Cisco Systems, Inc.
-0.6%
-$3,171.12 
META Meta Platforms Inc Class A
-0.23%
-$980.19 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$550.44 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$1,733.94 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$243.32 
PGX Invesco Preferred ETF
-0.05%
-$107.97 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$65.82 Events
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Dividends
Dividend Analysis
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| Trades 1184 | Longs Won 812/1184 68% | Profit Factor 21.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $198,909.13 |
| Average Win $77,449.88 | Best Trade (Jun 11) $3.21M | Sharpe Ratio -10.24 |
| Average Loss -$7,995.4 | Worst Trade (Jun 10) -$286,587.67 | Z-Score 8.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 2d | Expectancy $50,603.9 |
| 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 | 20,833 | 18,750 | 16,667 | 14,583 | 12,500 | 10,417 | 8,333 | 6,250 | 4,167 | 2,083 |
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Returns
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