CMM
Christopher M. Marks Portfolio
Invests via Sterling Investment Counsel LLC | Managed by Cynthia E. Vance, Christopher M. Marks, Phillip K. Vance, Chelsea Blasch
Invests via Sterling Investment Counsel LLC
Managed by Cynthia E. Vance, Christopher M. Marks, Phillip K. Vance, Chelsea Blasch
Automatically Tracked
Christopher M. Marks Profile
Christopher M. Marks has cultivated a distinguished career in corporate finance and investment management, where he excels as a strategic advisor to growth-focused enterprises. With significant expertise in guiding companies through pivotal development phases, his leadership impacts various sectors ranging from technology to healthcare. He has been instrumental in fostering innovation while maximizing operational efficiencies for firms at critical inflection points. His extensive background includes influential roles within both public and private markets, positioning him as a valuable asset in enhancing corporate value and navigating complex market landscapes.
Christopher M. Marks has cultivated a distinguished career in corporate finance and investment management, where he excels as a strategic advisor to growth-focused enterprises. With significant expertise in guiding companies through pivotal development phases, his leadership impacts various sectors ranging from technology to healthcare. He has been instrumental in fostering innovation while maximizing operational efficiencies for firms at critical inflection points. His extensive background includes influential roles within both public and private markets, positioning him as a valuable asset in enhancing corporate value and navigating complex market landscapes.
Investment Philosophy & Strategy
Focused on identifying transformative opportunities, Christopher M. Marks leverages his profound expertise in corporate finance to optimize the strategic positioning of growth-oriented ventures. His approach emphasizes innovation as a core driver for enhancing enterprise value across diverse industries, including technology and healthcare. By fostering strong operational efficiencies and guiding firms through critical developmental stages, he ensures they capitalize effectively on market dynamics. This unique blend of skills allows for dynamic decision-making that aligns closely with the evolving needs of each organization.
Focused on identifying transformative opportunities, Christopher M. Marks leverages his profound expertise in corporate finance to optimize the strategic positioning of growth-oriented ventures. His approach emphasizes innovation as a core driver for enhancing enterprise value across diverse industries, including technology and healthcare. By fostering strong operational efficiencies and guiding firms through critical developmental stages, he ensures they capitalize effectively on market dynamics. This unique blend of skills allows for dynamic decision-making that aligns closely with the evolving needs of each organization.
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:
43.47%
Gain -0.01%
Monthly
0.61%
Yearly
7.56%
Drawdown
21.9%
$405.32M
Equity
Holdings
$405.32M
Investment
$331.2M
$130.23M
Profit -$1,617.91
Realized
$55.76M
Unrealized
$74.47M
Dividends
$16.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$1,617.91
Win %
77%
This Week
Compared To Last Week
Gain
0%
Profit
-$1,617.91
Win %
77%
This Month
Compared to last month
Gain
-1.33%
Profit
-$5.47M
Win %
77%
This Year
Compared to last year
Gain
5.15%
Profit
$22.21M
Win %
76%
STX Seagate Technology Holdings plc
+7.25%
+$111,987.96 
LAR Lithium Argentina AG
+7.11%
+$18,046.08 
GEV GE Vernova Inc.
+3.73%
+$102,930.9 
PWR Quanta Services Inc.
+3.58%
+$11,858.25 
WULF TeraWulf Inc.
+2.8%
+$7,535.22 
SCHW Charles Schwab Corporation
+2.71%
+$16,060.79 
AMAT Applied Materials, Inc.
+2.64%
+$28,547.92 
GS The Goldman Sachs Group, Inc.
+2.62%
+$16,103.33 
T AT&T Inc.
+2.52%
+$12,377.78 
VZ Verizon Communications Inc.
+2.49%
+$6,752.07 
FITB Fifth Third Bancorp
+2.45%
+$11,313.16 
JPM JPMorgan Chase & Co.
+2.31%
+$107,756.07 
HCA HCA Healthcare Inc.
+2.29%
+$7,516.87 
USB U.S. Bancorp
+2.27%
+$10,299.22 
AXP American Express Company
+2.18%
+$6,491.31 
SYK Stryker Corporation
+2.15%
+$16,629.6 
PM Philip Morris International Inc.
+1.95%
+$11,306.59 
XLB Materials Select Sector SPDR Fund
+1.87%
+$24,998.4 
BBY Best Buy Co., Inc.
+1.85%
+$5,386.82 
D Dominion Energy, Inc.
+1.83%
+$5,195.98 
TSLA Tesla, Inc.
+1.82%
+$16,853.2 
MTB M&T Bank Corporation
+1.78%
+$17,108.8 
TMUS T-Mobile US, Inc.
+1.76%
+$4,021.28 
CFG Citizens Financial Group, Inc.
+1.71%
+$36,826.56 
LIN Linde plc
+1.58%
+$5,073.13 
BAC Bank of America Corporation
+1.56%
+$6,690.8 
DE Deere & Company
+1.55%
+$14,479.87 
GHC Graham Holdings Co.
+1.55%
+$7,259.92 
EXC Exelon Corporation
+1.54%
+$2,859.5 
BLK BlackRock, Inc.
+1.52%
+$17,717.56 
GLW Corning Incorporated
+1.5%
+$22,556.8 
AWK American Water Works Company, Inc.
+1.5%
+$3,439.14 
CAT Caterpillar Inc.
+1.44%
+$9,847.35 
MET MetLife Inc.
+1.44%
+$5,275.62 
ADI Analog Devices, Inc.
+1.37%
+$29,533.93 
ABBV AbbVie Inc.
+1.32%
+$26,077.6 
RF Regions Financial Corporation
+1.31%
+$3,795.06 
C Citigroup Inc.
+1.27%
+$23,969.34 
CAH Cardinal Health Inc.
+1.22%
+$30,574.65 
EQIX Equinix, Inc.
+1.22%
+$11,276.24 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$3,271.52 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$3,822.3 
UNM Unum Group
+1.11%
+$3,103.86 
ETR Entergy Corporation
+1.11%
+$3,730.76 
WEAV Weave Communications Inc.
+1.1%
+$2,868.72 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$5,477.72 
BCFN Baron Financials ETF
+1.07%
+$7,833.6 
JNJ Johnson & Johnson
+1.07%
+$10,543.54 
MPC Marathon Petroleum Corporation
+1.06%
+$4,612.03 
PLD Prologis Inc.
+1.05%
+$5,784.64 
V Visa Inc. Class A
+1.05%
+$38,186.47 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.98%
+$3,289.26 
IWD iShares Russell 1000 Value ETF
+0.98%
+$2,989.2 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$94,236.74 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$3,037.82 
VTV Vanguard Value ETF
+0.94%
+$4,767.71 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$7,160 
TMP Tompkins Financial Corporation
+0.91%
+$6,872.38 
MGV Vanguard Mega Cap Value ETF
+0.9%
+$3,680.64 
APH Amphenol Corporation
+0.88%
+$15,168.69 
IWM iShares Russell 2000 ETF
+0.87%
+$4,785.38 
MKL Markel Group Inc.
+0.87%
+$1,824 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$3,722.31 
ARKW ARK Next Generation Internet ETF
+0.87%
+$13,138.2 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$4,121.25 
PG Procter & Gamble Co
+0.86%
+$4,345.94 
EIX Edison International
+0.84%
+$2,749.88 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$8,385.02 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$3,073.29 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$3,663.35 
XBI SPDR S&P Biotech ETF
+0.79%
+$1,676.82 
FE FirstEnergy Corp.
+0.77%
+$1,865.87 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$9,553.5 
CVX Chevron Corporation
+0.75%
+$4,929.36 
XLE Energy Select Sector SPDR Fund
+0.75%
+$15,973.64 
MO Altria Group, Inc.
+0.74%
+$2,913.94 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,566.97 
HD The Home Depot, Inc.
+0.73%
+$11,369.26 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$5,546.31 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$8,169.6 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$107,411.06 
MA Mastercard Incorporated
+0.71%
+$6,322.34 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$38,264.14 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$15,501.48 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$15,941.12 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$2,087.4 
COST Costco Wholesale Corporation
+0.68%
+$10,382.91 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$240,591.55 
CGXU Capital Group International Focus Equity ETF
+0.66%
+$196,517.52 
EPP iShares MSCI Pacific ex Japan ETF
+0.66%
+$1,796.4 
FNF Fidelity National Financial, Inc.
+0.65%
+$2,903.46 
WMB The Williams Companies, Inc.
+0.64%
+$2,727.81 
DUK Duke Energy Corporation
+0.63%
+$2,700.36 
FTEC Fidelity MSCI Information Technology Index ETF
+0.61%
+$58,418.23 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$9,402.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,453.5 
AEP American Electric Power Company, Inc.
+0.58%
+$9,765 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$1,703.46 
VGT Vanguard Information Technology ETF
+0.58%
+$4,336.24 
EWJ iShares MSCI Japan ETF
+0.57%
+$3,312.5 
LRGF iShares U.S. Equity Factor ETF
+0.57%
+$4,678.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,520.28 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$51,322.15 
EWU iShares MSCI United Kingdom ETF
+0.55%
+$1,555.32 
IVV iShares Core S&P 500 ETF
+0.55%
+$47,734.65 
VOO Vanguard S&P 500 ETF
+0.55%
+$8,946.67 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$16,247.24 
GOOGL Alphabet Inc
+0.53%
+$61,381.67 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,415 
SPXE ProShares S&P 500 Ex-Energy ETF
+0.5%
+$1,745.96 
CATH Global X S&P 500 Catholic Values ETF
+0.47%
+$2,006.44 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$2,168.49 
EWC iShares MSCI Canada ETF
+0.46%
+$1,814.4 
GOOG Alphabet Inc
+0.45%
+$12,608 
WMT Walmart Inc.
+0.45%
+$19,178.14 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$127,766.45 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,373.51 
IXUS iShares Core International Stock ETF
+0.43%
+$10,950.28 
CINF Cincinnati Financial Corporation
+0.42%
+$2,115.78 
CSX CSX Corporation
+0.42%
+$1,573.4 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$1,130.56 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$1,121.4 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,017.72 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$2,856.96 
ES Eversource Energy
+0.38%
+$1,193.92 
PEP PepsiCo, Inc.
+0.38%
+$2,258.82 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$141,586 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$8,322.73 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$3,557.09 
AMGN Amgen Inc.
+0.32%
+$1,217.53 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.29%
+$903.12 
XOM Exxon Mobil Corporation
+0.28%
+$1,928.16 
OEF iShares S&P 100 ETF
+0.24%
+$553.83 
IQV IQVIA Holdings Inc.
+0.22%
+$1,444.84 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$1,347.1 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$513.18 
BNDX Vanguard Total International Bond ETF
+0.17%
+$466.08 
NVDA NVIDIA Corporation
+0.16%
+$14,749.12 
PH Parker-Hannifin Corporation
+0.12%
+$1,656.09 
KO The Coca-Cola Company
+0.11%
+$3,545.19 
MSFT Microsoft Corp.
+0.1%
+$6,953.03 
IBB iShares Biotechnology ETF
+0.1%
+$220.31 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$446.13 
GLD SPDR Gold Shares
+0.06%
+$212.08 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$172.24 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$729.34 
TJX The TJX Companies, Inc.
+0.04%
+$122.22 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$93.3 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$878.88 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,127.97 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$84.12 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$57.12 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$142.97 
MCD McDonald's Corporation
+0.01%
+$212.17 
EZU iShares MSCI Eurozone ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
LAC
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
GOAI Eva Live Inc.
-12.87%
-$8,750 
CTAS Cintas Corporation
-3.08%
-$20,641.6 
LLY Eli Lilly and Company
-2.41%
-$64,452.58 
AAPL Apple Inc.
-1.52%
-$272,839.5 
LMT Lockheed Martin Corporation
-1.52%
-$4,675.98 
MU Micron Technology, Inc.
-1.43%
-$17,311.65 
SOUN SoundHound AI Inc.
-1.43%
-$2,278.7 
MRK Merck & Co., Inc.
-1.42%
-$22,365.05 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$18,328 
MELI MercadoLibre, Inc.
-1.27%
-$8,792.41 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$5,936.43 
AMZN Amazon.com Inc
-1.23%
-$89,468.66 
ODC Oil-Dri Corporation of America
-1.2%
-$4,432.1 
PRPL Purple Innovation Inc.
-1.18%
-$50 
NFLX Netflix, Inc.
-1.14%
-$3,168.51 
UBER Uber Technologies, Inc.
-1.01%
-$13,048.7 
IBM International Business Machines Corporation
-0.95%
-$3,896.76 
AVGO Broadcom Inc.
-0.91%
-$22,830.52 
NOW ServiceNow, Inc.
-0.9%
-$15,754.23 
CSCO Cisco Systems, Inc.
-0.6%
-$2,227.97 
ETN Eaton Corporation plc
-0.57%
-$11,864.25 
UPS United Parcel Service, Inc.
-0.51%
-$2,101.56 
TT Trane Technologies plc
-0.41%
-$2,001.52 
NOC Northrop Grumman Corporation
-0.4%
-$685.47 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.38%
-$5,993.54 
CRM Salesforce Inc
-0.34%
-$3,530.8 
META Meta Platforms Inc Class A
-0.26%
-$10,503.87 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$1,941.28 
BIP Brookfield Infrastructure Partners L.P.
-0.23%
-$603.99 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,273.4 
GILD Gilead Sciences Inc.
-0.22%
-$2,466.24 
LOW Lowe's Companies Inc.
-0.12%
-$498.7 
VHT Vanguard Health Care ETF
-0.12%
-$268.6 
BUG Global X Cybersecurity ETF
-0.12%
-$1,083.8 
NYF iShares New York Muni Bond ETF
-0.11%
-$440.28 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$252.82 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$102.66 Events
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Dividends
Dividend Analysis
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| Trades 2324 | Longs Won 1526/2324 65% | Profit Factor 5.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $340,591.75 |
| Average Win $104,584.28 | Best Trade (Jun 30) $6M | Sharpe Ratio -9.24 |
| Average Loss -$36,798.84 | Worst Trade (Sep 30) -$4.36M | Z-Score -5.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 2d | Expectancy $56,037.04 |
| 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 | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
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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