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:
81.39%
Gain -1.98%
Monthly
1.09%
Yearly
13.96%
Drawdown
22.54%
$167.28M
Equity
Holdings
$167.28M
Investment
$116.16M
$59.16M
Profit -$1.97M
Realized
$8.04M
Unrealized
$51.12M
Dividends
$6.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.98%
Profit
-$1.97M
Win %
90%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.33M
Win %
90%
This Month
Compared to last month
Gain
-0.73%
Profit
-$1.23M
Win %
90%
This Year
Compared to last year
Gain
6.86%
Profit
$10.74M
Win %
90%
GOOG Alphabet Inc
+2.41%
+$21,259.1 
GBTC Grayscale Bitcoin Trust ETF
+2.1%
+$10,456.27 
AMZN Amazon.com Inc
+2.01%
+$118,360.55 
MSFT Microsoft Corp.
+2%
+$25,970.97 
GEV GE Vernova Inc.
+1.62%
+$7,082.29 
CVX Chevron Corporation
+1.39%
+$5,794.2 
XOM Exxon Mobil Corporation
+1%
+$8,663.92 
META Meta Platforms Inc Class A
+0.88%
+$4,267.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.85%
+$70,623.6 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$19,890.79 
VGT Vanguard Information Technology ETF
+0.74%
+$4,415.04 
SCHE Schwab Emerging Markets Equity ETF
+0.68%
+$1,900.56 
CGGR Capital Group Growth ETF
+0.67%
+$87,060.12 
NVDA NVIDIA Corporation
+0.6%
+$1,346.88 
VUG Vanguard Growth ETF
+0.52%
+$11,652.96 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.35%
+$10,551.08 
SCHW Charles Schwab Corporation
+0.32%
+$880.32 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$910 
LMT Lockheed Martin Corporation
+0.29%
+$905.2 
NAPR Innovator Growth 100 Power Buffer Fund
+0.27%
+$1,445.39 
QCOM QUALCOMM Incorporated
+0.27%
+$644 
CGUS Capital Group Core Equity ETF
+0.26%
+$599.38 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.24%
+$2,856.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$5,865.71 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$1,611.14 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$1,135.42 
SCHA Schwab U.S. Small-Cap ETF
+0.22%
+$1,547.85 
VOO Vanguard S&P 500 ETF
+0.21%
+$2,814.92 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$1,324.45 
BAUG Innovator U.S. Equity Buffer ETF
+0.18%
+$412.69 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.15%
+$967.84 
BNOV FGCI Inc.
+0.15%
+$735.49 
SCHM Schwab U.S. Mid-Cap ETF
+0.13%
+$2,870.82 
CGDV Capital Group Dividend Value ETF
+0.11%
+$15,686.83 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
+0.1%
+$768.28 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$8,851.68 
CGBL Capital Group Core Balanced ETF
+0.09%
+$4,470.97 
FTLS First Trust Long/Short Equity ETF
+0.09%
+$3,202.88 
BUFF Innovator Laddered Allocation Fund
+0.09%
+$1,296.94 
VO Vanguard Mid-Cap ETF
+0.08%
+$933.4 
BJUL Innovator U.S. Equity Buffer ETF
+0.03%
+$105.6 
KOCT Innovator U.S. Small Cap Power Buffer ETF – October
+0.03%
+$154.97 
BUFB Innovator Laddered Allocation Buffer ETF
+0.01%
+$110.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$208.76 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$192.86 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$812.8 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.51%
-$7,419.24 
AAPL Apple Inc.
-2.84%
-$358,304.06 
TSLA Tesla, Inc.
-2.07%
-$12,963.27 
EMR Emerson Electric Co.
-1.84%
-$11,221.83 
NFLX Netflix, Inc.
-1.75%
-$4,554.9 
CAT Caterpillar Inc.
-1.43%
-$17,501.44 
EXR Extra Space Storage Inc.
-1.17%
-$8,810.45 
AMSC American Superconductor Corporation
-1.16%
-$3,909.66 
VFC V.F. Corporation
-0.88%
-$2,267.7 
JNJ Johnson & Johnson
-0.86%
-$2,682.74 
GS The Goldman Sachs Group, Inc.
-0.83%
-$7,858.73 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.6%
-$2,456.7 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.57%
-$8,642.76 
PGX Invesco Preferred ETF
-0.51%
-$1,187.72 
PFE Pfizer Inc.
-0.5%
-$1,637.11 
COST Costco Wholesale Corporation
-0.46%
-$15,482.36 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.43%
-$866.63 
EFA iShares MSCI EAFE ETF
-0.4%
-$11,726 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.39%
-$1,180.85 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$17,566.51 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$2,626.07 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$9,015.49 
JPM JPMorgan Chase & Co.
-0.32%
-$1,688.06 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.31%
-$2,737.43 
CGIE Capital Group International Equity ETF
-0.3%
-$1,352.56 
IJS iShares S&P Small-Cap 600 Value ETF
-0.3%
-$3,940.24 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$4,142.19 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.28%
-$795.08 
DFAS Dimensional U.S. Small Cap ETF
-0.26%
-$10,740.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$654.67 
IEI iShares 3-7 Year Treasury Bond ETF
-0.24%
-$486.64 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$491.81 
GDX VanEck Gold Miners ETF
-0.2%
-$934.52 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
-0.17%
-$470.9 
CSCO Cisco Systems, Inc.
-0.14%
-$695.04 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$1,172 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.12%
-$605.54 
VYM Vanguard High Dividend Yield ETF
-0.11%
-$371.11 
GLD SPDR Gold Shares
-0.1%
-$5,368.11 
VTV Vanguard Value ETF
-0.09%
-$2,910.6 
MNA NYLI Merger Arbitrage ETF
-0.07%
-$1,144.6 
VB Vanguard Small-Cap ETF
-0.06%
-$713.45 
KJUL Innovator U.S. Small Cap Power Buffer ETF
-0.05%
-$112 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.03%
-$332.05 
KAPR Innovator U.S. Small Cap Power Buffer ETF
-0.01%
-$90.19 
SCHV Schwab U.S. Large-Cap Value ETF
0%
-$39.73 Events
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Dividends
Dividend Analysis
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| Trades 1184 | Longs Won 802/1184 67% | Profit Factor 20.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $208,662.31 |
| Average Win $77,560.5 | Best Trade (Jul 19) $3.9M | Sharpe Ratio -9.32 |
| Average Loss -$7,963.08 | Worst Trade (Jul 21) -$295,896.02 | Z-Score 11.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1d | Expectancy $49,967.59 |
| 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 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Acas LLC?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $2.1M, SPDR Gold Shares - $1.15M, ISHARES S&P 500 GROWTH ETF (3IS8) - $825,667.44, ISHARES S&P 500 VALUE ETF - $563,006.56, and Extra Space Storage Inc - $554,331.62. 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: V.F. Corporation - $278,624.16, VanEck Gold Miners ETF - $78,311.77, Prologis Inc - $73,953.14, Fiserv, Inc - $71,672, and Super Micro Computer Inc - $55,274. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Acas LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.51M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $395,108.59, ISHARES S&P 500 VALUE ETF - $367,288.49, Capital Group Dividend Value ETF - $366,419.95, Vanguard Value ETF - $326,100.1, and Vanguard Total Bond Market Index Fund - $243,447.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Acas LLC's monthly returns?
Acas LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Acas LLC's strategy be considered aggressive or moderate?
Acas LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Acas LLC's strategy?
Acas LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
