Ann Keitner Portfolio
Invests via Quantum Portfolio Management LLC | Managed by Ann Keitner
Invests via Quantum Portfolio Management LLC
Managed by Ann Keitner
Automatically Tracked
Ann Keitner Profile
Seasoned growth-stage investor and operator focused on scaling technology and consumer businesses. Ann Keitner builds portfolio value through strategic operational support, board governance and fundraising execution, working with founders on go-to-market, talent and M&A preparation. Background blends operational leadership and capital markets experience, with frequent roles on early-stage boards and as an active angel investor. Known for sourcing deal flow across fintech, SaaS and consumer sectors and aligning company strategy with institutional investors. Provides portfolio companies practical mentorship on KPIs, unit economics and exit readiness.
Seasoned growth-stage investor and operator focused on scaling technology and consumer businesses. Ann Keitner builds portfolio value through strategic operational support, board governance and fundraising execution, working with founders on go-to-market, talent and M&A preparation. Background blends operational leadership and capital markets experience, with frequent roles on early-stage boards and as an active angel investor. Known for sourcing deal flow across fintech, SaaS and consumer sectors and aligning company strategy with institutional investors. Provides portfolio companies practical mentorship on KPIs, unit economics and exit readiness.
Investment Philosophy & Strategy
Combines operator-led, growth-stage investing with hands-on board involvement, prioritizing scalable SaaS, fintech and consumer models. Focuses on capital-efficient go-to-market expansion, unit-economics improvement and fundraising readiness, deploying seed-to-Series B capital alongside strategic operational support. Investment decisions balance conviction in founder-market fit with measurable KPIs and clear exit pathways; risk is managed through staged capital, milestone-based governance and active value creation via talent, M&A preparation and institutional investor alignment.
Combines operator-led, growth-stage investing with hands-on board involvement, prioritizing scalable SaaS, fintech and consumer models. Focuses on capital-efficient go-to-market expansion, unit-economics improvement and fundraising readiness, deploying seed-to-Series B capital alongside strategic operational support. Investment decisions balance conviction in founder-market fit with measurable KPIs and clear exit pathways; risk is managed through staged capital, milestone-based governance and active value creation via talent, M&A preparation and institutional investor alignment.
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:
14.07%
Gain -0.2%
Monthly
0.45%
Yearly
5.52%
Drawdown
16.45%
$9.62B
Equity
Holdings
$9.62B
Investment
$9.5B
$159.3M
Profit -$19.51M
Realized
$33.63M
Unrealized
$125.67M
Dividends
$141.43M
Goals
Avg. 19% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$19.51M
Win %
71%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$19.51M
Win %
71%
This Month
Compared to last month
Gain
-2.27%
Profit
-$223.69M
Win %
71%
This Year
Compared to last year
Gain
-12.48%
Profit
$74.98M
Win %
70%
ROKU Roku, Inc.
+20.08%
+$99,322.7 
ROAD Construction Partners, Inc. Class A Common Stock
+7.73%
+$18,178.25 
MOS Mosaic Company
+7.59%
+$18,409.6 
STX Seagate Technology Holdings plc
+7.25%
+$133,139.15 
WDC Western Digital Corporation
+6.36%
+$69,096.58 
TER Teradyne, Inc.
+5.72%
+$54,303.85 
KLAC KLA Corporation
+5.55%
+$37,586.53 
FRO Frontline plc
+5.22%
+$36,411.86 
AMD Advanced Micro Devices, Inc.
+4.73%
+$40,806.8 
TLN Talen Energy Corporation
+4.57%
+$15,881.68 
KSS Kohl's Corporation
+4.27%
+$32,389.76 
NVMI Nova Ltd.
+4.19%
+$23,992.31 
ENTG Entegris, Inc.
+3.86%
+$15,142.4 
GEV GE Vernova Inc.
+3.73%
+$22,726.76 
PWR Quanta Services Inc.
+3.58%
+$31,613.86 
CE Celanese Corporation
+3.5%
+$6,555.82 
VMI Valmont Industries, Inc.
+3.45%
+$19,144.25 
COPX Global X Copper Miners ETF
+3.38%
+$18,020.53 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$19,324.85 
FCX Freeport-McMoRan Inc.
+3.12%
+$10,378.98 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
+3.08%
+$10,542.12 
MKSI MKS Instruments Inc.
+3%
+$14,455.77 
AMG Affiliated Managers Group Inc.
+2.99%
+$22,000.04 
AGX Argan Inc.
+2.89%
+$134,537.47 
CEG Constellation Energy Corporation
+2.86%
+$19,662.39 
CME CME Group Inc.
+2.8%
+$5,181.76 
CF CF Industries Holdings, Inc.
+2.74%
+$15,549 
REMX VanEck Rare Earth and Strategic Metals ETF
+2.73%
+$13,228.32 
GS The Goldman Sachs Group, Inc.
+2.62%
+$10,464.46 
PRMB Primo Brands Corp. Common Stock
+2.59%
+$8,432.64 
NDAQ Nasdaq, Inc.
+2.58%
+$16,002.56 
MCHP Microchip Technology Incorporated
+2.48%
+$17,629.5 
JPM JPMorgan Chase & Co.
+2.31%
+$26,685.97 
AAL American Airlines Group Inc.
+2.25%
+$11,543.4 
IBKR Interactive Brokers Group Inc.
+2.23%
+$13,549.14 
KEX Kirby Corporation
+2.21%
+$10,831.37 
AXP American Express Company
+2.18%
+$15,720.92 
LIT GLOBAL X LITHIUM & BATTERY T
+2.02%
+$5,217.63 
SPG Simon Property Group, Inc.
+1.95%
+$22,120.52 
AMP Ameriprise Financial, Inc.
+1.94%
+$10,858.75 
MLI Mueller Industries Inc.
+1.92%
+$9,089.55 
FNB F.N.B. Corporation
+1.91%
+$5,610.85 
AXS AXIS Capital Holdings Limited
+1.91%
+$16,740.9 
BANF BancFirst Corporation
+1.86%
+$5,232.16 
KMI Kinder Morgan, Inc.
+1.85%
+$7,384.56 
TSLA Tesla, Inc.
+1.82%
+$15,142.4 
ONB Old National Bancorp
+1.82%
+$7,020 
JKHY Jack Henry & Associates, Inc.
+1.8%
+$2,969.16 
TIGO Millicom International Cellular S.A.
+1.8%
+$32,398.22 
HBAN Huntington Bancshares Incorporated
+1.8%
+$3,100 
WTM White Mountains Insurance Group Ltd.
+1.74%
+$3,312.96 
SYNA Synaptics Incorporated
+1.73%
+$7,632.23 
SMH VanEck Semiconductor ETF
+1.73%
+$16,784.49 
AMCR Amcor plc
+1.7%
+$25,077.04 
KBWB Invesco KBW Bank ETF
+1.7%
+$4,887.14 
WELL Welltower Inc.
+1.69%
+$15,186.96 
VRT Vertiv Holdings Co
+1.68%
+$25,972.95 
HLI Houlihan Lokey Inc.
+1.67%
+$8,825.76 
ACN Accenture plc Class A
+1.65%
+$3,745.32 
UBS UBS Group AG
+1.62%
+$9,140.04 
WFC Wells Fargo & Company
+1.61%
+$4,655 
HUBB Hubbell Inc.
+1.61%
+$4,829.66 
UTG Reaves Utility Income Fund
+1.59%
+$70.18M 
LIN Linde plc
+1.58%
+$8,056.84 
DVN Devon Energy Corporation
+1.57%
+$3,811.5 
BAC Bank of America Corporation
+1.56%
+$5,252.88 
BLK BlackRock, Inc.
+1.52%
+$3,269.04 
AWK American Water Works Company, Inc.
+1.5%
+$5,250.78 
LYG Lloyds Banking Group Plc ADR
+1.48%
+$4,982.32 
RGLD Royal Gold Inc.
+1.47%
+$7,923 
NRG NRG Energy, Inc.
+1.43%
+$3,968.34 
GPMT Granite Point Mortgage Trust Inc.
+1.38%
+$918,345.16 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$13,486.69 
ADI Analog Devices, Inc.
+1.37%
+$6,605.23 
NEE NextEra Energy, Inc.
+1.35%
+$11,978.4 
POR Portland General Electric Co.
+1.34%
+$2,787.2 
M Macy's Inc.
+1.32%
+$8,046.7 
PR Permian Resources Corporation
+1.3%
+$8,934.25 
SBRA Sabra Health Care REIT, Inc.
+1.3%
+$4,935.36 
AFG American Financial Group Inc.
+1.28%
+$5,955.17 
NI NiSource Inc.
+1.27%
+$6,170.22 
MTZ MasTec, Inc. Common Stock
+1.25%
+$13,240.14 
SBSW Sibanye Stillwater Ltd - ADR
+1.23%
+$2,009.76 
FXO First Trust Financials AlphaDEX Fund
+1.22%
+$3,887.22 
XSMO Invesco S&P SmallCap Momentum ETF
+1.22%
+$12,464.28 
QTUM Defiance Quantum ETF
+1.22%
+$13,424.8 
EQIX Equinix, Inc.
+1.22%
+$7,373.9 
IBN ICICI Bank Limited Sponsored ADR
+1.2%
+$4,624.95 
UI Ubiquiti Inc.
+1.2%
+$3,006.7 
LRCX Lam Research Corporation
+1.18%
+$38,035.23 
BC Brunswick Corporation
+1.15%
+$9,588.94 
CBRE CBRE Group Inc.
+1.14%
+$12,120 
VST Vistra Corp
+1.12%
+$10,246.74 
BNTX BioNTech SE
+1.12%
+$2,281 
ST Sensata Technologies Holding plc
+1.1%
+$3,449.6 
JNJ Johnson & Johnson
+1.07%
+$7,800.34 
V Visa Inc. Class A
+1.05%
+$4,301.95 
HOOD Robinhood Markets, Inc.
+1.04%
+$5,062.08 
ORLY O'Reilly Automotive Inc.
+1.02%
+$3,161.12 
PNW Pinnacle West Capital Corporation
+1.02%
+$7,341.36 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$11,995.56 
BEN Franklin Resources Inc.
+1.01%
+$12,752.32 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$25,936.22 
IWD iShares Russell 1000 Value ETF
+0.98%
+$30,096.45 
APPF Appfolio Inc.
+0.96%
+$10,737.68 
DY Dycom Industries Inc.
+0.95%
+$5,546.35 
DOC Healthpeak Properties, Inc.
+0.93%
+$5,580.68 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$1.03M 
FERG Ferguson Enterprises Inc
+0.9%
+$3,931.91 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$2,595.34 
IWX iShares Russell Top 200 Value ETF
+0.89%
+$7,770.15 
BKF iShares MSCI BIC ETF
+0.88%
+$11,558.75 
APH Amphenol Corporation
+0.88%
+$12,177.83 
HDV iShares Core High Dividend ETF
+0.87%
+$7,174.8 
ICLN iShares Global Clean Energy ETF
+0.87%
+$4,465.08 
CP Canadian Pacific Kansas City Limited
+0.86%
+$5,199.82 
PG Procter & Gamble Co
+0.86%
+$4,335.78 
LKQ LKQ Corporation
+0.85%
+$2,095.5 
FTA First Trust Large Cap Value AlphaDEX Fund
+0.83%
+$3,345.6 
NU Nu Holdings Ltd.
+0.83%
+$2,940.2 
CNP CenterPoint Energy Inc.
+0.82%
+$4,367.3 
SRE Sempra
+0.82%
+$1,725 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.8%
+$13,672.56 
SIVR abrdn Physical Silver Shares ETF
+0.78%
+$6,737.5 
NXPI NXP Semiconductors N.V.
+0.76%
+$2,843.61 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$16,493.02 
CVX Chevron Corporation
+0.75%
+$2,941.38 
UGI UGI Corporation
+0.75%
+$1,450.53 
WCC Wesco International Inc.
+0.74%
+$4,203.52 
SPGP Invesco S&P 500 GARP ETF
+0.74%
+$6,191.68 
BIZD VanEck BDC Income ETF
+0.71%
+$296,646.48 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$5,729.12 
FYC First Trust Small Cap Growth Fund
+0.69%
+$10,631.25 
COST Costco Wholesale Corporation
+0.68%
+$9,883.41 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$14,405.73 
LNT Alliant Energy Corporation
+0.68%
+$4,102.77 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$24,032.7 
GPK Graphic Packaging Holding Company
+0.66%
+$1,252.3 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$28,983.88 
DOW Dow Inc.
+0.65%
+$3,512.52 
EVR Evercore Inc.
+0.64%
+$3,039.23 
WMB The Williams Companies, Inc.
+0.64%
+$10,336.7 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$7,448.35 
AEP American Electric Power Company, Inc.
+0.58%
+$3,411.75 
ACGL Arch Capital Group Ltd
+0.58%
+$3,578.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1.89M 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$38,508.06 
IVLU iShares MSCI International Value Factor ETF
+0.56%
+$19,846.56 
GOOGL Alphabet Inc
+0.53%
+$20,606.99 
CLF Cleveland-Cliffs Inc.
+0.51%
+$1,750 
VTWG Vanguard Russell 2000 Growth ETF
+0.49%
+$2,042.74 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$28,927.88 
LNG Cheniere Energy Inc.
+0.47%
+$2,612.88 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$3,476.45 
MSI Motorola Solutions, Inc.
+0.46%
+$3,391.48 
GOOG Alphabet Inc
+0.45%
+$22,892.8 
WMT Walmart Inc.
+0.45%
+$4,695.85 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$1,716.84 
ROST Ross Stores, Inc.
+0.43%
+$1,719.72 
WCN Waste Connections Inc.
+0.41%
+$1,065.6 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$10,594.61 
FAST Fastenal Co.
+0.39%
+$1,746.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$14,755.5 
STWD Starwood Property Trust Inc.
+0.35%
+$6.73M 
CLH Clean Harbors Inc.
+0.35%
+$3,420 
SAP SAP SE Sponsored ADR
+0.33%
+$1,094.02 
WEC WEC Energy Group Inc.
+0.33%
+$1,609.5 
SLB Schlumberger Limited
+0.32%
+$715.14 
CDNS Cadence Design Systems, Inc.
+0.32%
+$1,625.04 
IDV iShares International Select Dividend ETF
+0.32%
+$5,654.18 
HHH Howard Hughes Holdings Inc.
+0.3%
+$786.8 
MLPX Global X MLP & Energy Infrastructure ETF
+0.3%
+$5,045.48 
XOM Exxon Mobil Corporation
+0.28%
+$2.33M 
IMO Imperial Oil Limited
+0.27%
+$624 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$1,016.75 
NVDA NVIDIA Corporation
+0.16%
+$15,481.6 
HPI John Hancock Preferred Income Fund
+0.12%
+$1.14M 
PH Parker-Hannifin Corporation
+0.12%
+$447.32 
VRSN Verisign Inc.
+0.11%
+$582.72 
CW Curtiss-Wright Corporation
+0.1%
+$1,001.03 
MSFT Microsoft Corp.
+0.1%
+$4,065.1 
EBC Eastern Bankshares, Inc.
+0.1%
+$1,007.58 
SON Sonoco Products Co.
+0.08%
+$192.6 
IAU iShares Gold Trust
+0.08%
+$635.64 
GLD SPDR Gold Shares
+0.06%
+$434.5 
AON Aon plc
+0.04%
+$185.63 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$163.8 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1,382.72 
HWM Howmet Aerospace Inc.
+0.03%
+$265.23 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$327.3 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$104 
ORCL Oracle Corporation
+0.02%
+$61.54 
CMC Commercial Metals Company
+0.01%
+$52.77 
PFGC Performance Food Group Co.
+0.01%
+$67.37 
ABC AmerisourceBergen Corporation
0%
$0 
AZN
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
L
0%
$0 
LH
0%
$0 
PTEN Patterson-UTI Energy Inc.
0%
$0 
SIRO Sirona Dental Systems, Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
AVAV AeroVironment Inc.
-7.14%
-$17,003.67 
CVNA Carvana Co.
-5.49%
-$12,908.41 
INOD Innodata Inc.
-4.23%
-$32,076.32 
ADSK Autodesk, Inc.
-3.47%
-$7,989.68 
MDB MongoDB Inc.
-3.28%
-$11,981.53 
SE Sea Ltd.
-3.21%
-$31,743.25 
LOPE Grand Canyon Education Inc.
-2.97%
-$9,186.85 
RC Ready Capital Corporation
-2.87%
-$2.62M 
AVTR Avantor Inc.
-2.79%
-$2,759.13 
LLY Eli Lilly and Company
-2.41%
-$6,540.29 
PLTR Palantir Technologies Inc.
-2.36%
-$36,029.42 
SHLD Global X Defense Tech ETF
-2.04%
-$14,804.23 
SHOP Shopify Inc.
-2.02%
-$6,012.08 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$29,498.47 
FIVE Five Below, Inc.
-1.72%
-$26,423.56 
MEDP Medpace Holdings Inc.
-1.63%
-$5,441.92 
AAPL Apple Inc.
-1.52%
-$226,962 
MU Micron Technology, Inc.
-1.43%
-$73,852.59 
COLD Americold Realty Trust
-1.43%
-$3,504.9 
MRK Merck & Co., Inc.
-1.42%
-$4,204.88 
AN AutoNation Inc.
-1.31%
-$15,003.82 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$8,730.04 
AMZN Amazon.com Inc
-1.23%
-$42,301.22 
SHC Sotera Health Company
-1.22%
-$7,449.4 
NFLX Netflix, Inc.
-1.14%
-$13,145.55 
DBC Invesco DB Commodity Index Tracking Fund
-1.04%
-$4,515.3 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$5,242.51 
AVGO Broadcom Inc.
-0.91%
-$28,948.52 
SPOT Spotify Technology S.A.
-0.82%
-$3,956 
EUAD STOXX Europe Aerospace & Defense ETF
-0.77%
-$4,049.28 
WEX Wex Inc.
-0.63%
-$3,132.98 
ARGX argenx SE American Depositary Receipt
-0.6%
-$1,663.93 
CSCO Cisco Systems, Inc.
-0.6%
-$4,356.65 
AWI Armstrong World Industries, Inc.
-0.57%
-$3,769.86 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,445.43 
SOFI SoFi Technologies, Inc.
-0.54%
-$4,947.84 
BKR Baker Hughes Company
-0.54%
-$5,350.58 
DOV Dover Corporation
-0.5%
-$6,380.06 
DECK Deckers Outdoor Corporation
-0.47%
-$1,620 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,234.63 
HAL Halliburton Company
-0.4%
-$3,142.24 
MCK McKesson Corporation
-0.4%
-$6,820.11 
DGX Quest Diagnostics Inc.
-0.38%
-$5,726.5 
AMLP Alerian MLP ETF
-0.34%
-$3,748.14 
CNQ Canadian Natural Resources Limited
-0.31%
-$1,362.62 
META Meta Platforms Inc Class A
-0.26%
-$5,960.99 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$1,155 
TSLX Sixth Street Specialty Lending Inc.
-0.24%
-$595,069.64 
GILD Gilead Sciences Inc.
-0.22%
-$970.48 
BXSL Blackstone Secured Lending Fund
-0.21%
-$80,105.05 
CAI Caris Life Sciences, Inc.
-0.17%
-$368.4 
MDT Medtronic plc
-0.16%
-$634.27 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$1,869.13 
FLO Flowers Foods, Inc.
-0.13%
-$116.85 
SGI Somnigroup International Inc.
-0.1%
-$1,354.22 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$1,637.37 
FTRB Federated Hermes Total Return Bond ETF
-0.08%
-$4,178.22 
HTGC Hercules Capital Inc.
-0.06%
-$192,732.67 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$88.13 
OAS Oasis Petroleum Inc
-0.01%
-$64.88 
R Ryder System Inc.
0%
-$25.67 Events
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Dividends
Dividend Analysis
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| Trades 2373 | Longs Won 1339/2373 56% | Profit Factor 1.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.44M |
| Average Win $265,784.23 | Best Trade (Jun 14) $163.38M | Sharpe Ratio 0.68 |
| Average Loss -$190,340.05 | Worst Trade (Jun 14) -$128.95M | Z-Score -7.82 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $67,131.11 |
| 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% | 0.1% |
| Consecutive Losing Trades | 50,000 | 45,000 | 40,000 | 35,000 | 30,000 | 25,000 | 20,000 | 15,000 | 10,000 | 5,000 |
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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Option values are updated at end of day.
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