David Smith Portfolio
Invests via Linden Thomas Advisory Services LLC | Managed by Stephen Thomas
Invests via Linden Thomas Advisory Services LLC
Managed by Stephen Thomas
Automatically Tracked
David Smith Profile
With a career spanning two decades in technology and finance, David Smith has established himself as a key figure in startup innovation. His track record includes co-founding multiple tech-driven ventures that have successfully navigated the venture capital landscape, demonstrating his acute understanding of market dynamics. Having held pivotal leadership roles at several high-growth companies, he has played an integral part in transforming visionary concepts into viable enterprises. Smith’s ability to forge strategic partnerships and leverage emerging technologies positions him uniquely within the entrepreneurial ecosystem, making him a sought-after advisor for upcoming entrepreneurs seeking guidance on growth strategies.
With a career spanning two decades in technology and finance, David Smith has established himself as a key figure in startup innovation. His track record includes co-founding multiple tech-driven ventures that have successfully navigated the venture capital landscape, demonstrating his acute understanding of market dynamics. Having held pivotal leadership roles at several high-growth companies, he has played an integral part in transforming visionary concepts into viable enterprises. Smith’s ability to forge strategic partnerships and leverage emerging technologies positions him uniquely within the entrepreneurial ecosystem, making him a sought-after advisor for upcoming entrepreneurs seeking guidance on growth strategies.
Investment Philosophy & Strategy
In the rapidly evolving landscape of technology, David Smith leverages his extensive entrepreneurial experience to identify high-potential startups poised for disruption. His adeptness at navigating competitive environments informs strategic decisions that capitalize on emerging market trends. Known for a founder's mindset, he focuses on cultivating innovation and scalability within nascent businesses, fostering robust frameworks that support sustainable growth. Through diligent partnership cultivation and an acute understanding of technological advancements, he continually seeks opportunities that align with future-oriented visions. This commitment not only enhances operational efficiencies but also drives value creation in dynamic markets.
In the rapidly evolving landscape of technology, David Smith leverages his extensive entrepreneurial experience to identify high-potential startups poised for disruption. His adeptness at navigating competitive environments informs strategic decisions that capitalize on emerging market trends. Known for a founder's mindset, he focuses on cultivating innovation and scalability within nascent businesses, fostering robust frameworks that support sustainable growth. Through diligent partnership cultivation and an acute understanding of technological advancements, he continually seeks opportunities that align with future-oriented visions. This commitment not only enhances operational efficiencies but also drives value creation in dynamic markets.
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:
92.68%
Gain -0.15%
Monthly
1.68%
Yearly
22.14%
Drawdown
27.59%
$1.23B
Equity
Holdings
$1.23B
Investment
$929.04M
$394.78M
Profit -$1.15M
Realized
$97.09M
Unrealized
$297.7M
Dividends
$34.33M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$1.15M
Win %
66%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$1.15M
Win %
66%
This Month
Compared to last month
Gain
-1.53%
Profit
-$19.1M
Win %
66%
This Year
Compared to last year
Gain
-0.44%
Profit
-$5.37M
Win %
66%
ZS Zscaler Inc.
+17.53%
+$438,425.83 
QLYS Qualys, Inc.
+15.45%
+$56,958.66 
TENB Tenable Holdings Inc.
+14.91%
+$65,190.31 
CRWD CrowdStrike Holdings, Inc.
+14.41%
+$1.06M 
PANW Palo Alto Networks, Inc.
+14.22%
+$1.8M 
OKTA Okta Inc.
+13.27%
+$716,356.61 
DBI Designer Brands Inc.
+12.93%
+$187,885.68 
HUBS HubSpot, Inc.
+11.02%
+$238,314.96 
IT Gartner Inc.
+9.64%
+$73,030.89 
FTNT Fortinet Inc.
+9.1%
+$753,693.03 
NET Cloudflare Inc.
+8.36%
+$76,787.48 
ADSK Autodesk, Inc.
+7.91%
+$66,578.44 
NOW ServiceNow, Inc.
+7.5%
+$507,284.51 
CTSH Cognizant Technology Solutions Corporation
+7.17%
+$239,797.11 
TYL Tyler Technologies Inc.
+7.09%
+$148,588.52 
TEAM Atlassian Corporation Class A
+6.81%
+$382,163.04 
SPOT Spotify Technology S.A.
+6.56%
+$169,557.93 
FDS FactSet Research Systems Inc.
+6.42%
+$53,776.32 
GDDY Godaddy Inc.
+6.27%
+$19,747.65 
APPF Appfolio Inc.
+6.14%
+$20,652.69 
ACN Accenture plc Class A
+6.03%
+$60,678.61 
DOCU DocuSign Inc.
+5.99%
+$79,490.93 
VRSK Verisk Analytics Inc.
+5.99%
+$73,413.12 
EPAM Epam Systems Inc.
+5.81%
+$45,285.35 
CPRT Copart Inc.
+5.68%
+$83,158.9 
INTU Intuit Inc.
+5.58%
+$215,842.34 
MORN Morningstar, Inc.
+5.32%
+$88,249.73 
NRC National Research Corporation
+5.14%
+$84,471.59 
MANH Manhattan Associates Inc.
+5.09%
+$137,289.36 
ASTH Astrana Health Inc.
+5%
+$125,196.7 
AVAV AeroVironment Inc.
+4.94%
+$10,635.74 
HCKT The Hackett Group, Inc.
+4.74%
+$118,618.24 
DBX Dropbox Inc.
+4.7%
+$20,227.5 
DT Dynatrace, Inc.
+4.6%
+$20,132.45 
ADBE Adobe Inc.
+4.6%
+$109,840.4 
PCTY Paylocity Holding Corporation
+4.55%
+$15,757.35 
CNC Centene Corporation
+4.55%
+$54,514.02 
DDOG Datadog, Inc. Class A Common Stock
+4.5%
+$224,996.17 
WDAY Workday Inc.
+4.49%
+$164,131.2 
CRM Salesforce Inc
+4.4%
+$236,779.73 
CELH Celsius Holdings Inc.
+4.35%
+$51,032.89 
BSX Boston Scientific Corporation
+4.32%
+$67,338.35 
BBY Best Buy Co., Inc.
+4.31%
+$69,898.41 
TNET TriNet Group, Inc.
+4.27%
+$51,961.28 
ATEN A10 Networks, Inc.
+4.26%
+$18,546.9 
FOXA Fox Corporation
+4.22%
+$229,119.26 
BJ BJ's Wholesale Club Holdings, Inc.
+4.11%
+$48,488.96 
AGYS Agilysys Inc.
+4.1%
+$13,853.41 
TTD The Trade Desk, Inc. Class A
+4.08%
+$63,335.61 
PLTR Palantir Technologies Inc.
+4.07%
+$166,076.02 
DPZ Domino's Pizza Inc.
+4.01%
+$62,574.85 
PODD Insulet Corporation
+4%
+$86,137.76 
NFLX Netflix, Inc.
+3.97%
+$201,103.42 
NWSA News Corporation
+3.89%
+$37,720.88 
AZTA Azenta, Inc.
+3.82%
+$9,964.52 
BTI British American Tobacco p.l.c. ADR
+3.78%
+$33,404.47 
CRVL CorVel Corporation
+3.72%
+$44,725.18 
ACH Accendra Health, Inc.
+3.7%
+$10,906.44 
KR Kroger Co.
+3.69%
+$131,656.32 
RDDT Reddit Inc Class A
+3.68%
+$56,623.43 
EXLS ExlService Holdings Inc.
+3.62%
+$54,929.55 
COKE Coca-Cola Consolidated Inc.
+3.42%
+$13,357.4 
LYFT Lyft Inc.
+3.39%
+$9,217 
VCEL Vericel Corporation
+3.38%
+$72,580.44 
CI The Cigna Group
+3.26%
+$30,936.12 
BOX Box Inc.
+3.23%
+$33,592.71 
PINS Pinterest, Inc. Class A
+3.18%
+$91,369.52 
SSTK Shutterstock Inc.
+3.17%
+$16,811.68 
GDYN Grid Dynamics Holdings, Inc.
+3.13%
+$64,703.25 
GOOGL Alphabet Inc
+3.11%
+$629,533.12 
ADP Automatic Data Processing Inc.
+3.11%
+$16,858.63 
CHRW C.H. Robinson Worldwide, Inc.
+3.02%
+$35,296.8 
APP AppLovin Corporation Class A Common Stock
+3.01%
+$72,267.07 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.97%
+$27,187.97 
META Meta Platforms Inc Class A
+2.9%
+$263,443.99 
ETSY Etsy Inc.
+2.9%
+$11,763.25 
CRAI CRA International Inc.
+2.89%
+$108,608.76 
AGNT eXp World Holdings Inc.
+2.86%
+$4,031.67 
MATX Matson Inc.
+2.83%
+$213,888.93 
IBM International Business Machines Corporation
+2.8%
+$62,779.87 
RVTY Revvity Inc.
+2.77%
+$27,037.65 
TW Tradeweb Markets Inc.
+2.71%
+$34,278.75 
WST West Pharmaceutical Services, Inc.
+2.71%
+$12,330.91 
NGVC Natural Grocers by Vitamin Cottage, Inc.
+2.7%
+$29,059.8 
AZO AutoZone Inc.
+2.64%
+$113,073.12 
TSCO Tractor Supply Company
+2.59%
+$61,002.66 
CMG Chipotle Mexican Grill, Inc.
+2.56%
+$18,764.55 
FIVE Five Below, Inc.
+2.53%
+$57,727.38 
GHC Graham Holdings Co.
+2.52%
+$108,898.84 
JKHY Jack Henry & Associates, Inc.
+2.47%
+$36,990.12 
NVR NVR, Inc.
+2.46%
+$19,533.18 
CSGP CoStar Group, Inc.
+2.45%
+$61,893.86 
AXON Axon Enterprise, Inc.
+2.44%
+$11,411.36 
CACI Caci International Inc.
+2.39%
+$46,614.21 
MO Altria Group, Inc.
+2.38%
+$184,761.46 
SGI Somnigroup International Inc.
+2.38%
+$31,954.23 
PAYX Paychex Inc.
+2.38%
+$79,793.07 
ISRG Intuitive Surgical, Inc.
+2.38%
+$99,727.99 
AFRM Affirm Holdings, Inc.
+2.36%
+$80,742.38 
SONO Sonos Inc.
+2.36%
+$7,356.64 
SYK Stryker Corporation
+2.35%
+$74,449.55 
MSI Motorola Solutions, Inc.
+2.32%
+$53,967.6 
THG Hanover Insurance Group, Inc.
+2.27%
+$46,209.86 
BMI Badger Meter Inc.
+2.25%
+$44,651.88 
MSFT Microsoft Corp.
+2.25%
+$309,379.05 
WMT Walmart Inc.
+2.22%
+$121,215.25 
RMD ResMed Inc.
+2.21%
+$162,611.61 
TKO Tko Group Holdings Inc.
+2.18%
+$6,179.35 
OMC Omnicom Group Inc.
+2.18%
+$48,024.12 
LLY Eli Lilly and Company
+2.14%
+$150,979.04 
FCN Fti Consulting Inc.
+2.07%
+$4,357.44 
MCD McDonald's Corporation
+2.04%
+$3,826.45 
VRSN Verisign Inc.
+2.04%
+$31,433.09 
GILD Gilead Sciences Inc.
+2.02%
+$79,006.5 
GM General Motors Company
+1.97%
+$8,106.93 
HRL Hormel Foods Corporation
+1.97%
+$60,770.25 
TGT Target Corporation
+1.94%
+$29,309.22 
STZ Constellation Brands, Inc.
+1.9%
+$10,121.52 
DGX Quest Diagnostics Inc.
+1.89%
+$55,673.16 
REZI Resideo Technologies Inc.
+1.88%
+$35,601.12 
MNST Monster Beverage Corporation
+1.88%
+$79,839.03 
PM Philip Morris International Inc.
+1.87%
+$7,679.07 
CALM Cal-Maine Foods Inc.
+1.86%
+$32,515.56 
STAA Staar Surgical Company
+1.85%
+$28,344.31 
COR Cencora, Inc.
+1.84%
+$93,454.87 
GPN Global Payments Inc.
+1.82%
+$15,629.88 
SPGI S&P Global Inc.
+1.81%
+$106,769.24 
PAYC Paycom Software, Inc.
+1.75%
+$9,181.44 
AXS AXIS Capital Holdings Limited
+1.74%
+$25,143.84 
DXCM DexCom, Inc.
+1.73%
+$99,478.08 
ABBV AbbVie Inc.
+1.72%
+$66,406.01 
TRMB Trimble Inc.
+1.72%
+$22,479.93 
FICO Fair Isaac Corporation
+1.69%
+$22,351 
ROKU Roku, Inc.
+1.69%
+$8,659.95 
NOC Northrop Grumman Corporation
+1.68%
+$23,862.96 
FIZZ National Beverage Corp.
+1.64%
+$4,571.14 
FAF First American Financial Corporation
+1.62%
+$11,910.88 
COST Costco Wholesale Corporation
+1.59%
+$76,659.67 
ORLY O'Reilly Automotive Inc.
+1.55%
+$44,299.64 
SON Sonoco Products Co.
+1.54%
+$9,390.36 
REGN Regeneron Pharmaceuticals, Inc.
+1.53%
+$61,220.99 
CL Colgate-Palmolive Company
+1.53%
+$4,342.45 
ACM Aecom
+1.53%
+$40,633.3 
ALGN Align Technology, Inc.
+1.52%
+$4,431.13 
STRA Strategic Education Inc.
+1.52%
+$25,909.8 
TPB Turning Point Brands Inc.
+1.48%
+$27,940.54 
DHR Danaher Corporation
+1.48%
+$5,230.32 
SAIC Science Applications International Corporation Common Stock
+1.47%
+$16,754.61 
ELV Elevance Health, Inc.
+1.44%
+$3,714.6 
LULU lululemon athletica inc.
+1.44%
+$22,284.15 
PGR Progressive Corporation
+1.43%
+$12,704.64 
EL The Estée Lauder Companies Inc. Class A
+1.43%
+$3,711.3 
ROL Rollins, Inc.
+1.41%
+$13,547.03 
INVA Innoviva Inc.
+1.4%
+$21,812.35 
VZ Verizon Communications Inc.
+1.4%
+$96,619.64 
LHX L3Harris Technologies, Inc.
+1.37%
+$28,529.84 
RSG Republic Services, Inc.
+1.36%
+$3,565.91 
HLT Hilton Worldwide Holdings Inc.
+1.35%
+$21,531.12 
LQDT Liquidity Services Inc.
+1.32%
+$5,317.76 
EW Edwards Lifesciences Corporation
+1.32%
+$12,354.3 
YETI FNCL Series 2007 Other Floating Rate Instrument
+1.32%
+$3,353.31 
JBHT J.B. Hunt Transport Services, Inc.
+1.28%
+$5,723.53 
AMGN Amgen Inc.
+1.25%
+$39,603.46 
CINF Cincinnati Financial Corporation
+1.25%
+$8,929.53 
UBER Uber Technologies, Inc.
+1.24%
+$24,250.72 
WMK Weis Markets Inc.
+1.21%
+$39,426.62 
AFG American Financial Group Inc.
+1.21%
+$21,100.96 
EBAY eBay Inc.
+1.19%
+$4,295.68 
EYE National Vision Holdings Inc.
+1.19%
+$23,369.59 
LH Labcorp Holdings Inc.
+1.18%
+$3,407.67 
LZB La-Z-Boy Inc.
+1.18%
+$16,777.44 
BMRN Biomarin Pharmaceutical Inc.
+1.17%
+$9,453.29 
DHI D.R. Horton, Inc.
+1.17%
+$5,219.68 
ETD Ethan Allen Interiors Inc.
+1.16%
+$22,948.72 
CBOE Cboe Global Markets Inc.
+1.1%
+$16,161.48 
AVY Avery Dennison Corporation
+1.1%
+$2,406.84 
LOW Lowe's Companies Inc.
+1.09%
+$30,712.92 
ODFL Old Dominion Freight Line, Inc.
+1.09%
+$22,994.84 
MEDP Medpace Holdings Inc.
+1.08%
+$23,876.36 
NEOG Neogen Corporation
+1.08%
+$21,872.22 
MTH Meritage Homes Corporation
+1.07%
+$7,647.96 
V Visa Inc. Class A
+1.06%
+$72,123.18 
IDXX IDEXX Laboratories, Inc.
+1.05%
+$41,878.96 
LMT Lockheed Martin Corporation
+1.05%
+$47,444.58 
CASY Casey's General Stores Inc.
+0.99%
+$20,233.8 
WCN Waste Connections Inc.
+0.99%
+$5,849.12 
FLGT Fulgent Genetics Inc.
+0.98%
+$2,349.42 
HD The Home Depot, Inc.
+0.97%
+$21,584.78 
MUSA Murphy USA Inc.
+0.97%
+$17,017.23 
WSM Williams-Sonoma, Inc.
+0.96%
+$3,061.87 
HRB H&R Block Inc.
+0.95%
+$13,382.03 
KFY Korn Ferry
+0.94%
+$2,489.3 
CB Chubb Limited
+0.94%
+$3,997.26 
AXP American Express Company
+0.93%
+$11,985.05 
UBSI United Bankshares, Inc.
+0.93%
+$9,387.84 
MOV Movado Group Inc.
+0.93%
+$14,467.07 
AGCO AGCO Corporation
+0.92%
+$2,519.7 
ABT Abbott Laboratories
+0.91%
+$45,143.7 
BRK-B Berkshire Hathaway Inc.
+0.9%
+$41,775.82 
EHC Encompass Health Corporation
+0.89%
+$16,843.54 
LYV Live Nation Entertainment, Inc.
+0.88%
+$14,402.44 
VEEV Veeva Systems Inc.
+0.87%
+$31,005.3 
BMY Bristol-Myers Squibb Company
+0.86%
+$16,686.81 
PII Polaris Inc.
+0.84%
+$3,233.51 
VRTX Vertex Pharmaceuticals Incorporated
+0.82%
+$34,437.75 
DE Deere & Company
+0.81%
+$4,005.85 
OHI Omega Healthcare Investors Inc.
+0.81%
+$10,314.34 
STBA S&T Bancorp, Inc.
+0.8%
+$14,649.2 
HLI Houlihan Lokey Inc.
+0.8%
+$10,845.5 
CATY Cathay General Bancorp
+0.79%
+$14,144.83 
TRV The Travelers Companies, Inc.
+0.78%
+$12,303.86 
WGO Winnebago Industries, Inc.
+0.78%
+$12,155.66 
MKL Markel Group Inc.
+0.77%
+$4,845.26 
NBTB NBT Bancorp Inc.
+0.75%
+$14,060.28 
INCY Incyte Corporation
+0.74%
+$41,856.3 
KAI Kadant Inc.
+0.72%
+$12,373.23 
VICI Vici Properties Inc.
+0.7%
+$34,821.15 
PEN Penumbra Inc.
+0.69%
+$14,260.34 
RMR RMR Group Inc.
+0.68%
+$10,057.32 
ZBRA Zebra Technologies Corporation
+0.66%
+$29,474.16 
ILMN Illumina, Inc.
+0.66%
+$3,242.24 
NXST Nexstar Media Group Inc.
+0.65%
+$8,547.17 
DASH DoorDash, Inc.
+0.64%
+$2,012.43 
KNX Knight-Swift Transportation Holdings Inc.
+0.64%
+$17,727.56 
PRGO Perrigo Company plc
+0.62%
+$1,760.61 
PYPL PayPal Holdings Inc
+0.61%
+$2,367.09 
TNC Tennant Company
+0.61%
+$1,310.4 
NBIX Neurocrine Biosciences Inc.
+0.61%
+$17,742.2 
KBR KBR Inc.
+0.6%
+$1,586.86 
MA Mastercard Incorporated
+0.6%
+$32,831.48 
SHW The Sherwin-Williams Company
+0.59%
+$12,243.1 
HALO Halozyme Therapeutics Inc.
+0.59%
+$17,264.43 
ULTA Ulta Beauty Inc.
+0.54%
+$12,350.81 
ITW Illinois Tool Works Inc.
+0.52%
+$1,837.58 
EOG EOG Resources, Inc.
+0.5%
+$13,974.16 
RL Ralph Lauren Corporation
+0.5%
+$10,159.22 
MRK Merck & Co., Inc.
+0.49%
+$17,825.51 
AAPL Apple Inc.
+0.48%
+$100,250.05 
TMO Thermo Fisher Scientific Inc.
+0.46%
+$38,786.29 
PAG Penske Automotive Group Inc.
+0.45%
+$6,768 
KNSA Kiniksa Pharmaceuticals International, plc
+0.42%
+$17,536.96 
GNK Genco Shipping & Trading Limited
+0.41%
+$15,890.16 
CPNG Coupang Inc.
+0.4%
+$951 
HR Healthcare Realty Trust Incorporated
+0.4%
+$2,367.45 
GD General Dynamics Corporation
+0.38%
+$12,514.87 
CNXN PC Connection, Inc.
+0.37%
+$7,596.48 
IMKTA Ingles Markets Inc.
+0.37%
+$9,879.39 
ARCB ArcBest Corporation
+0.35%
+$20,152.19 
JXN Jackson Financial Inc.
+0.34%
+$10,374.31 
MET MetLife Inc.
+0.33%
+$9,649.28 
VLY Valley National Bancorp
+0.33%
+$2,642.67 
JAZZ Jazz Pharmaceuticals plc
+0.32%
+$4,336.31 
HII Huntington Ingalls Industries Inc.
+0.32%
+$3,537.75 
AMCR Amcor plc
+0.29%
+$4,473.25 
EVER EverQuote Inc.
+0.29%
+$1,120.84 
LII Lennox International Inc.
+0.28%
+$9,826.05 
ABCB Ameris Bancorp
+0.27%
+$5,689.57 
HG Hamilton Insurance Group, Ltd.
+0.23%
+$4,411.44 
BYD Boyd Gaming Corporation
+0.22%
+$4,106.35 
OGS One Gas Inc.
+0.18%
+$3,139.92 
BOW Bowhead Specialty Holdings Inc.
+0.18%
+$658.38 
CBRE CBRE Group Inc.
+0.17%
+$538.1 
PB Prosperity Bancshares Inc.
+0.17%
+$1,240.2 
TMUS T-Mobile US, Inc.
+0.15%
+$6,706.28 
ARCC Ares Capital Corporation
+0.15%
+$2,135.76 
AIN Albany International Corp.
+0.15%
+$2,710.17 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.15%
+$1,849.89 
EXEL Exelixis Inc.
+0.14%
+$4,658.62 
NDAQ Nasdaq, Inc.
+0.14%
+$2,259.27 
CSV Carriage Services Inc.
+0.09%
+$1,416.9 
MKTX MarketAxess Holdings Inc.
+0.09%
+$266.98 
DORM Dorman Products, Inc.
+0.08%
+$2,909.66 
FNF Fidelity National Financial, Inc.
+0.08%
+$564.51 
SYF Synchrony Financial
+0.08%
+$238.02 
AOS A. O. Smith Corporation
+0.08%
+$395.01 
LNTH Lantheus Holdings, Inc.
+0.07%
+$1,280.17 
LMAT Lemaitre Vascular Inc.
+0.06%
+$2,365.7 
TFIN Triumph Financial, Inc.
+0.06%
+$184.48 
ELAN Elanco Animal Health Incorporated
+0.04%
+$263.85 
TJX The TJX Companies, Inc.
+0.04%
+$635.24 
COLB Columbia Banking System, Inc.
+0.04%
+$866.52 
PCAR PACCAR Inc.
+0.02%
+$374.76 
SFNC Simmons First National Corporation
+0.02%
+$395.31 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
FORM FormFactor Inc.
0%
$0 
IGT International Game Technology PLC
0%
$0 
MGNI Magnite, Inc.
0%
$0 
SLP Simulations Plus, Inc.
0%
$0 
GLW Corning Incorporated
-14.09%
-$1.16M 
TER Teradyne, Inc.
-12.98%
-$51,738.75 
MTSI MACOM Technology Solutions Holdings, Inc.
-12.16%
-$514,307.05 
COHU Cohu Inc.
-11.98%
-$229,632.55 
SITM SiTime Corporation
-11.86%
-$327,224.58 
ONTO Onto Innovation Inc.
-10.89%
-$221,841.97 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.79%
-$863,295.92 
MKSI MKS Instruments Inc.
-10.45%
-$230,883.26 
ICHR Ichor Holdings Ltd.
-10.36%
-$685,095.84 
HPE Hewlett Packard Enterprise Company
-10.23%
-$772,744.2 
NVT nVent Electric plc
-9.5%
-$493,065.65 
GEV GE Vernova Inc.
-8.59%
-$484,651.32 
OLED Universal Display Corporation
-8.24%
-$147,487.87 
ENTG Entegris, Inc.
-8.19%
-$198,754.02 
LRCX Lam Research Corporation
-7.85%
-$523,647.78 
CRDO Credo Technology Group Holding Ltd.
-7.84%
-$182,523.96 
ADEA Adeia Inc.
-7.64%
-$21,479.16 
RMBS Rambus Inc.
-7.59%
-$116,028 
IESC Ies Holdings Inc.
-7.18%
-$35,251.49 
MPWR Monolithic Power Systems, Inc.
-7.05%
-$118,493.95 
VRT Vertiv Holdings Co
-7.01%
-$28,942.07 
KLIC Kulicke & Soffa Industries, Inc.
-6.98%
-$36,648.98 
ACLS Axcelis Technologies, Inc.
-6.93%
-$31,290.66 
ASML ASML Holding N.V. New York Registry Shares
-6.93%
-$119,307.29 
MYRG Myr Group Inc.
-6.75%
-$132,752.83 
DY Dycom Industries Inc.
-6.75%
-$15,736.08 
BHE Benchmark Electronics Inc.
-6.74%
-$11,365.56 
AMAT Applied Materials, Inc.
-6.62%
-$373,789.64 
MRVL Marvell Technology, Inc.
-6.51%
-$135,051.87 
KLAC KLA Corporation
-6.35%
-$467,450.98 
FIX Comfort Systems USA, Inc.
-6.25%
-$475,107.83 
QDEL QuidelOrtho Corporation
-6.11%
-$7,780.32 
CGNX Cognex Corporation
-6.07%
-$147,197.7 
EGO Eldorado Gold Corporation
-5.87%
-$23,291.91 
FLEX Flex Ltd.
-5.79%
-$36,955.66 
ERII Energy Recovery Inc.
-5.7%
-$8,649.88 
APH Amphenol Corporation
-5.65%
-$605,392.8 
PLXS Plexus Corp.
-5.57%
-$220,198.16 
VICR Vicor Corporation
-5.56%
-$19,855 
PLAB Photronics Inc.
-5.52%
-$130,033.6 
ANET Arista Networks, Inc.
-5.43%
-$1.18M 
BAC Bank of America Corporation
-5.39%
-$29,389.1 
SBSW Sibanye Stillwater Ltd - ADR
-5.22%
-$19,121.42 
GNRC Generac Holdings Inc.
-5.18%
-$16,543.14 
MTZ MasTec, Inc. Common Stock
-5.11%
-$26,202.28 
RRX Regal Rexnord Corporation
-4.97%
-$13,597.22 
AMBA Ambarella, Inc.
-4.91%
-$87,385.86 
AMR Alpha Metallurgical Resources, Inc.
-4.81%
-$93,822.19 
AVGO Broadcom Inc.
-4.78%
-$877,086.11 
NXPI NXP Semiconductors N.V.
-4.7%
-$13,133.4 
NTAP NetApp, Inc.
-4.55%
-$189,309.04 
ORCL Oracle Corporation
-4.49%
-$148,745.06 
ADI Analog Devices, Inc.
-4.48%
-$203,267.58 
AGX Argan Inc.
-4.47%
-$211,854.72 
CLFD Clearfield Inc.
-4.36%
-$12,591.72 
HEI Heico Corporation
-4.25%
-$351,463.1 
FTI TechnipFMC plc
-4.23%
-$49,196.13 
CAT Caterpillar Inc.
-4.18%
-$39,027.91 
NRG NRG Energy, Inc.
-4.12%
-$171,619.25 
DLB Dolby Laboratories Inc.
-4.11%
-$23,563.8 
AU AngloGold Ashanti plc
-4.11%
-$17,601.87 
EME EMCOR Group, Inc.
-4.03%
-$15,577.64 
GS The Goldman Sachs Group, Inc.
-3.93%
-$23,859.63 
PARR Par Pacific Holdings Inc.
-3.88%
-$123,203.93 
AMD Advanced Micro Devices, Inc.
-3.88%
-$523,201.47 
P Everpure Inc.
-3.87%
-$301,518.6 
TEL TE Connectivity plc
-3.83%
-$11,416.73 
TGLS Tecnoglass Inc.
-3.82%
-$34,742.47 
SNPS Synopsys, Inc.
-3.82%
-$35,399.76 
AZZ Azz Inc.
-3.71%
-$108,590.32 
ROG Rogers Corporation
-3.67%
-$149,309.86 
TT Trane Technologies plc
-3.65%
-$18,260.79 
MCHP Microchip Technology Incorporated
-3.62%
-$90,596.51 
GVA Granite Construction Incorporated
-3.62%
-$10,266.42 
CDNS Cadence Design Systems, Inc.
-3.55%
-$204,153.48 
HPQ HP Inc.
-3.38%
-$62,349.6 
TFPM Triple Flag Precious Metals Corp
-3.37%
-$9,491.64 
PAAS Pan American Silver Corp.
-3.34%
-$12,551.28 
CXT Crane NXT Co.
-3.33%
-$56,685.18 
LOAR Loar Holdings Inc.
-3.17%
-$72,318.14 
HWKN Hawkins Inc.
-3.1%
-$69,531 
AYI Acuity Brands Inc.
-3.01%
-$56,323.14 
TBCH Turtle Beach Corporation
-2.97%
-$9,079.34 
FCFS FirstCash Holdings, Inc.
-2.95%
-$89,480.94 
ARWR Arrowhead Pharmaceuticals Inc.
-2.93%
-$10,429.56 
NEM Newmont Corporation
-2.92%
-$9,294.4 
DKS Dick's Sporting Goods, Inc.
-2.91%
-$25,253.44 
EVC Entravision Communications Corporation
-2.9%
-$2,930.75 
WPM Wheaton Precious Metals Corp.
-2.87%
-$9,286.42 
NVDA NVIDIA Corporation
-2.85%
-$1.09M 
ALSN Allison Transmission Holdings Inc.
-2.81%
-$106,171.8 
B BARRICK MINING CORP Common Stock (ABR0)
-2.8%
-$11,674.25 
IIIN Insteel Industries Inc.
-2.78%
-$46,586.8 
AAMI Acadian Asset Management Inc.
-2.71%
-$164,887.32 
BURL Burlington Stores Inc.
-2.63%
-$13,460.59 
SNX TD Synnex Corporation
-2.63%
-$56,491.32 
TRNS Transcat Inc.
-2.6%
-$54,700.88 
RS Reliance Inc.
-2.53%
-$7,822.17 
CC Chemours Co.
-2.53%
-$7,852.32 
EVR Evercore Inc.
-2.44%
-$6,815.03 
TDG TransDigm Group Inc.
-2.33%
-$42,697.91 
TKR Timken Co.
-2.33%
-$87,492.16 
STX Seagate Technology Holdings plc
-2.31%
-$37,764.32 
IDCC InterDigital, Inc.
-2.17%
-$6,041.64 
HXL Hexcel Corporation
-2.1%
-$7,049.25 
AM Antero Midstream Corporation
-2.08%
-$16,581.16 
RVLV Revolve Group, Inc.
-2.08%
-$4,935.04 
FLO Flowers Foods, Inc.
-2.05%
-$3,582.5 
PPLT abrdn Physical Platinum Shares ETF
-2.03%
-$24,188.34 
STLD Steel Dynamics Inc.
-1.97%
-$8,576.22 
ALV Autoliv, Inc.
-1.96%
-$36,348.69 
HUN Huntsman Corporation
-1.94%
-$4,122.35 
TXN Texas Instruments Inc
-1.82%
-$63,257.17 
SLV iShares Silver Trust
-1.81%
-$37,628.85 
THRM Gentherm Inc.
-1.79%
-$56,810 
NUE Nucor Corporation
-1.77%
-$11,329.78 
MMM 3M Company
-1.72%
-$35,806.72 
JPM JPMorgan Chase & Co.
-1.71%
-$5,587.61 
CSCO Cisco Systems, Inc.
-1.69%
-$142,005.15 
RGLD Royal Gold Inc.
-1.69%
-$4,305.25 
USLM United States Lime & Minerals Inc.
-1.67%
-$44,334.85 
LB LandBridge Company LLC
-1.67%
-$8,144.65 
AMG Affiliated Managers Group Inc.
-1.64%
-$13,892.87 
AUGO Aura Minerals Inc.
-1.63%
-$6,499.34 
PJT PJT Partners Inc.
-1.63%
-$5,032.72 
RCL Royal Caribbean Group
-1.58%
-$20,023.25 
CW Curtiss-Wright Corporation
-1.58%
-$35,178.41 
AIT Applied Industrial Technologies Inc.
-1.55%
-$49,761.79 
BRKR Bruker Corporation
-1.53%
-$24,094.88 
KRYS Krystal Biotech Inc.
-1.53%
-$5,639.2 
PALL abrdn Physical Palladium Shares ETF
-1.52%
-$14,613.48 
FNV Franco-Nevada Corporation
-1.52%
-$4,345.65 
OR OR ROYALTIES INC COMMON STOCK
-1.47%
-$3,803.27 
TSLA Tesla, Inc.
-1.44%
-$77,262.93 
WMB The Williams Companies, Inc.
-1.43%
-$79,317.68 
XPEL XPEL, Inc.
-1.42%
-$3,784.83 
RTX RTX Corporation
-1.41%
-$3,563.95 
CRUS Cirrus Logic, Inc.
-1.4%
-$18,539.78 
GATX GATX Corporation
-1.4%
-$15,180 
GLD SPDR Gold Shares
-1.4%
-$52,909.47 
TPL Texas Pacific Land Corporation
-1.4%
-$22,907.24 
DECK Deckers Outdoor Corporation
-1.38%
-$2,925.44 
CHTR Charter Communications Inc
-1.37%
-$21,678.06 
SXT Sensient Technologies Corporation
-1.36%
-$35,780.7 
SEIC SEI Investments Company
-1.36%
-$27,381.8 
SSD Simpson Manufacturing Co., Inc.
-1.34%
-$3,489.3 
EGAN eGain Corporation
-1.33%
-$2,249.45 
FISV Fiserv, Inc.
-1.32%
-$16,421.32 
AMZN Amazon.com Inc
-1.31%
-$15,217.44 
OSK Oshkosh Corporation
-1.3%
-$4,432.72 
DTM Dt Midstream Inc.
-1.24%
-$23,577.6 
ASO Academy Sports and Outdoors, Inc.
-1.23%
-$3,862.4 
WTS Watts Water Technologies Inc.
-1.2%
-$35,218.87 
RACE Ferrari N.V.
-1.17%
-$7,376.16 
IOSP Innospec Inc.
-1.16%
-$21,406.14 
CORT Corcept Therapeutics Incorporated
-1.15%
-$45,033.3 
MMI Marcus & Millichap Inc.
-1.15%
-$2,936.16 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$14,615.79 
KHC The Kraft Heinz Company
-1.12%
-$14,592.05 
SCI Service Corporation International
-1.11%
-$31,209.36 
TRGP Targa Resources Corp.
-1.09%
-$18,476.52 
JLL Jones Lang LaSalle Inc.
-1.07%
-$28,192.29 
FE FirstEnergy Corp.
-1.03%
-$21,007.83 
UGI UGI Corporation
-1%
-$2,496.22 
HWM Howmet Aerospace Inc.
-0.97%
-$3,059.56 
MSM MSC Industrial Direct Co., Inc.
-0.97%
-$21,729.24 
NSSC Napco Security Technologies, Inc.
-0.96%
-$28,188.65 
PSMT PriceSmart Inc.
-0.95%
-$30,267.01 
XOM Exxon Mobil Corporation
-0.9%
-$65,394.73 
GPC Genuine Parts Company
-0.87%
-$18,388.73 
BEN Franklin Resources Inc.
-0.86%
-$3,101.84 
UHS Universal Health Services, Inc.
-0.84%
-$8,661.24 
MLI Mueller Industries Inc.
-0.83%
-$18,845 
VVV Valvoline Inc.
-0.79%
-$1,649.52 
EQNR Equinor ASA Sponsored ADR
-0.78%
-$10,442.25 
QCOM QUALCOMM Incorporated
-0.75%
-$23,853.07 
PNW Pinnacle West Capital Corporation
-0.75%
-$7,783.9 
GOLF Acushnet Holdings Corp.
-0.75%
-$2,147.57 
NEE NextEra Energy, Inc.
-0.74%
-$1,659.81 
TTE TotalEnergies SE
-0.74%
-$8,357.88 
LPX Louisiana-Pacific Corporation
-0.74%
-$1,276.61 
LKQ LKQ Corporation
-0.73%
-$7,580.32 
APO Apollo Global Management, Inc.
-0.71%
-$5,585.32 
FSLR First Solar, Inc.
-0.69%
-$26,809.03 
BKU BankUnited, Inc.
-0.67%
-$13,224.6 
LGND Ligand Pharmaceuticals Inc.
-0.66%
-$18,777.15 
COP ConocoPhillips
-0.66%
-$19,166.63 
OGE Oge Energy Corp.
-0.64%
-$4,464.6 
COF Capital One Financial Corporation
-0.62%
-$1,559.61 
FITB Fifth Third Bancorp
-0.6%
-$21,695.52 
LSTR Landstar System Inc.
-0.59%
-$9,411.54 
TNK Teekay Tankers Ltd
-0.58%
-$25,483.87 
AVNT Avient Corporation
-0.57%
-$14,008.58 
POOL Pool Corporation
-0.56%
-$1,154.29 
TFC Truist Financial Corporation
-0.55%
-$8,409.23 
PCYO Pure Cycle Corporation
-0.54%
-$1,567.26 
CNR Core Natural Resources, Inc.
-0.53%
-$10,628.28 
LIN Linde plc
-0.53%
-$8,736.39 
SO The Southern Company
-0.53%
-$12,798.12 
CROX Crocs, Inc.
-0.53%
-$13,892.14 
MTD Mettler-Toledo International Inc.
-0.52%
-$15,306.54 
TM Toyota Motor Corporation
-0.52%
-$4,070.56 
GSAT Globalstar, Inc.
-0.51%
-$12,373.62 
HBAN Huntington Bancshares Incorporated
-0.5%
-$9,929.02 
BFC Bank First Corporation
-0.49%
-$10,982 
MSA Msa Safety Inc.
-0.48%
-$10,861.95 
DOW Dow Inc.
-0.47%
-$4,488.65 
SHEL Shell plc
-0.44%
-$4,630.67 
SLAB Silicon Laboratories Inc.
-0.42%
-$6,518.2 
R Ryder System Inc.
-0.4%
-$13,077.54 
USB U.S. Bancorp
-0.4%
-$7,941.75 
GRMN Garmin Ltd.
-0.39%
-$15,029.44 
HCA HCA Healthcare Inc.
-0.39%
-$1,454.16 
GWW W.W. Grainger, Inc.
-0.38%
-$16,583.53 
RF Regions Financial Corporation
-0.35%
-$8,526.1 
O Realty Income Corporation
-0.34%
-$5,395.81 
OTTR Otter Tail Corporation
-0.34%
-$13,373.61 
CHE Chemed Corporation
-0.34%
-$2,622.18 
NFG National Fuel Gas Company
-0.33%
-$5,722.92 
CPK Chesapeake Utilities Corporation
-0.33%
-$6,562.58 
CTAS Cintas Corporation
-0.32%
-$8,662.55 
NP Neptune Insurance Holdings Inc.
-0.32%
-$1,213.4 
IWV ISHARES RUSSELL 3000 ETF
-0.31%
-$1,162.36 
CALX Calix Inc.
-0.3%
-$664.02 
ZM Zoom Video Communications, Inc.
-0.3%
-$939.64 
FHN First Horizon Corporation
-0.29%
-$3,247.93 
FFIV F5 Inc.
-0.28%
-$27,361.05 
ADM Archer-Daniels-Midland Co
-0.28%
-$1,135.44 
NNN NNN REIT, Inc.
-0.25%
-$1,855.04 
WASH Washington Trust Bancorp Inc.
-0.25%
-$5,041.4 
PKG Packaging Corporation of America
-0.24%
-$4,633.36 
OKE ONEOK, Inc.
-0.24%
-$6,545.34 
CACC Credit Acceptance Corporation
-0.23%
-$654.69 
BX Blackstone Inc.
-0.22%
-$4,914.37 
TPR Tapestry Inc.
-0.22%
-$748.28 
TAP Molson Coors Beverage Company
-0.2%
-$923.6 
ROST Ross Stores, Inc.
-0.19%
-$2,084.33 
TD The Toronto-Dominion Bank
-0.18%
-$2,338.82 
GSL Global Ship Lease Inc.
-0.17%
-$3,569.04 
AMP Ameriprise Financial, Inc.
-0.16%
-$4,795.95 
MTN Vail Resorts, Inc.
-0.15%
-$2,086.08 
KMI Kinder Morgan, Inc.
-0.13%
-$4,357.16 
SEM Select Medical Holdings Corp.
-0.09%
-$1,993.72 
SPSC SPS Commerce Inc.
-0.09%
-$2,125.9 
BCC Boise Cascade Company
-0.05%
-$1,069.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$167.8 
SRCE 1st Source Corporation
-0.05%
-$1,010.92 
SCHW Charles Schwab Corporation
-0.04%
-$104.56 
SAFT Safety Insurance Group Inc.
-0.03%
-$867.68 
TXRH Texas Roadhouse Inc.
-0.03%
-$66.64 
ATKR Atkore Inc.
-0.01%
-$288.56 
GTLS Chart Industries Inc.
-0.01%
-$32.51 Events
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Dividends
Dividend Analysis
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| Trades 6614 | Longs Won 4177/6614 63% | Profit Factor 4.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $348,306.48 |
| Average Win $120,538.44 | Best Trade (Aug 10) $11.62M | Sharpe Ratio -10.2 |
| Average Loss -$44,606.34 | Worst Trade (Sep 09) -$2.6M | Z-Score 19.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 4d | Expectancy $59,689.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAMI Acadian Asset Management Inc. | 66,756 | $2.88M | $5.91M | - | $3.03M | 105.32% | -2.714% |
| AAPL Apple Inc. | 63,449 | $13.19M | $21.18M | - | $7.99M | 60.57% | +0.476% |
| ABBV AbbVie Inc. | 15,041 | $2.58M | $3.93M | - | $1.35M | 52.23% | +1.717% |
| ABCB Ameris Bancorp | 25,287 | $891,283.72 | $2.15M | - | $1.26M | 140.83% | +0.266% |
| ABT Abbott Laboratories | 48,804 | $5.71M | $5.02M | - | -$688,685.64 | -12.06% | +0.907% |
| ACH Accendra Health, Inc. | 272,661 | $1.67M | $305,380.32 | - | -$1.36M | -81.67% | +3.704% |
| ACLS Axcelis Technologies, Inc. | 3,981 | $284,517.95 | $420,274.17 | - | $135,756.22 | 47.71% | -6.929% |
| ACM Aecom | 41,890 | $4.63M | $2.7M | - | -$1.92M | -41.6% | +1.527% |
| ACN Accenture plc Class A | 5,469 | $1.7M | $1.07M | - | -$636,241.54 | -37.37% | +6.033% |
| ADBE Adobe Inc. | 9,469 | $4.18M | $2.5M | - | -$1.69M | -40.29% | +4.599% |
| ADEA Adeia Inc. | 10,529 | $149,649.62 | $259,750.43 | - | $110,100.81 | 73.57% | -7.638% |
| ADI Analog Devices, Inc. | 11,971 | $2.34M | $4.33M | - | $1.99M | 85.07% | -4.483% |
| ADM Archer-Daniels-Midland Co | 4,731 | $251,072.44 | $409,136.88 | - | $158,064.44 | 62.96% | -0.277% |
| ADP Automatic Data Processing Inc. | 2,019 | $519,688.58 | $558,475.59 | - | $38,787.01 | 7.46% | +3.113% |
| ADSK Autodesk, Inc. | 3,963 | $881,297.75 | $908,319.6 | - | $27,021.85 | 3.07% | +7.91% |
| AFG American Financial Group Inc. | 12,268 | $1.61M | $1.76M | - | $155,413.51 | 9.67% | +1.212% |
| AFRM Affirm Holdings, Inc. | 47,819 | $2.24M | $3.5M | - | $1.26M | 56.18% | +2.364% |
| AGCO AGCO Corporation | 2,270 | $234,653.2 | $277,416.7 | - | $42,763.5 | 18.22% | +0.917% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,356 | $335,295.87 | $321,941.08 | - | -$13,354.79 | -3.98% | -0.052% |
| AGNT eXp World Holdings Inc. | 35,058 | $209,996.94 | $144,964.83 | - | -$65,032.11 | -30.97% | +2.861% |
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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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FAQ
Which stocks have generated the highest profits for David Smith?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $6.04M, NVIDIA Corporation - $5.79M, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $5.2M, AppLovin Corporation Class A Common Stock - $4.49M, and Lam Research Corporation - $4.36M. 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: Epam Systems Inc - $1.89M, Sarepta Therapeutics Inc - $1.57M, SolarEdge Technologies Inc - $1.24M, Moderna, Inc - $1.08M, and UnitedHealth Group Incorporated - $795,396.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Smith's portfolio generate?
The portfolio generates substantial dividend income, with a total of $34.33M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $845,726.82, Altria Group, Inc - $842,628.62, Vici Properties Inc - $714,452.12, Kinder Morgan, Inc - $463,521.99, and Gilead Sciences Inc - $398,011.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Smith's monthly returns?
David Smith'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 David Smith's strategy be considered aggressive or moderate?
David Smith'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 David Smith's strategy?
David Smith'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.
