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:
78.62%
Gain +0.25%
Monthly
1.65%
Yearly
21.79%
Drawdown
27.57%
$1.2B
Equity
Holdings
$1.2B
Investment
$929.04M
$372.44M
Profit +$2.23M
Realized
$97.68M
Unrealized
$274.76M
Dividends
$33.61M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$2.23M
Win %
66%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$10.44M
Win %
66%
This Month
Compared to last month
Gain
-2.18%
Profit
-$26.87M
Win %
66%
This Year
Compared to last year
Gain
-2.3%
Profit
-$28.31M
Win %
66%
TER Teradyne, Inc.
+10.46%
+$36,655.51 
MMM 3M Company
+9.83%
+$197,126.08 
ICHR Ichor Holdings Ltd.
+9.04%
+$873,093.52 
STX Seagate Technology Holdings plc
+8.06%
+$127,415.29 
AMAT Applied Materials, Inc.
+7.77%
+$505,478.94 
EGO Eldorado Gold Corporation
+7.61%
+$19,122.93 
CLFD Clearfield Inc.
+7.23%
+$20,952.24 
BRKR Bruker Corporation
+7%
+$115,479.12 
AUGO Aura Minerals Inc.
+6.91%
+$15,836.42 
COHU Cohu Inc.
+6.36%
+$110,116.16 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+5.96%
+$505,833.16 
MRVL Marvell Technology, Inc.
+5.87%
+$100,454.73 
PLAB Photronics Inc.
+5.84%
+$137,347.99 
AMD Advanced Micro Devices, Inc.
+5.47%
+$720,872.53 
ACLS Axcelis Technologies, Inc.
+5.35%
+$28,066.05 
ONTO Onto Innovation Inc.
+5.33%
+$107,660.7 
SITM SiTime Corporation
+5.21%
+$125,541.72 
KLIC Kulicke & Soffa Industries, Inc.
+5.19%
+$31,648.62 
FORM FormFactor Inc.
+4.78%
+$100,987.31 
AMBA Ambarella, Inc.
+4.63%
+$79,862.28 
SLV iShares Silver Trust
+4.63%
+$84,575.32 
ENTG Entegris, Inc.
+4.44%
+$102,750.12 
HPE Hewlett Packard Enterprise Company
+4.42%
+$239,733.24 
CRDO Credo Technology Group Holding Ltd.
+4.38%
+$132,679.78 
SBSW Sibanye Stillwater Ltd - ADR
+4.37%
+$10,217.55 
ORLY O'Reilly Automotive Inc.
+4.28%
+$120,574.96 
FLEX Flex Ltd.
+4.26%
+$28,161.21 
TNK Teekay Tankers Ltd
+4.16%
+$129,147.07 
ANET Arista Networks, Inc.
+4.13%
+$757,674.06 
RVTY Revvity Inc.
+4.12%
+$34,326.06 
MKSI MKS Instruments Inc.
+4.06%
+$108,752.38 
CORT Corcept Therapeutics Incorporated
+4.01%
+$127,201.75 
WPM Wheaton Precious Metals Corp.
+3.94%
+$8,572.08 
KLAC KLA Corporation
+3.9%
+$330,252.79 
RMBS Rambus Inc.
+3.84%
+$68,034.6 
GLW Corning Incorporated
+3.83%
+$290,370.8 
OR OR ROYALTIES INC COMMON STOCK
+3.81%
+$7,678.32 
PAAS Pan American Silver Corp.
+3.79%
+$11,953.6 
AVAV AeroVironment Inc.
+3.76%
+$7,863.13 
LRCX Lam Research Corporation
+3.75%
+$257,351.87 
TFPM Triple Flag Precious Metals Corp
+3.54%
+$8,076.22 
TSLA Tesla, Inc.
+3.52%
+$190,703.79 
GM General Motors Company
+3.52%
+$12,784 
ORCL Oracle Corporation
+3.48%
+$93,241.52 
ASML ASML Holding N.V. New York Registry Shares
+3.4%
+$59,973.01 
ROG Rogers Corporation
+3.39%
+$131,910.2 
BHE Benchmark Electronics Inc.
+3.36%
+$5,877.99 
WASH Washington Trust Bancorp Inc.
+3.3%
+$60,496.8 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+3.29%
+$37,262.07 
MPWR Monolithic Power Systems, Inc.
+3.26%
+$59,069.87 
AZTA Azenta, Inc.
+3.2%
+$7,107.24 
AU AngloGold Ashanti plc
+3.17%
+$9,724.11 
NBIX Neurocrine Biosciences Inc.
+3.1%
+$100,196.74 
MTSI MACOM Technology Solutions Holdings, Inc.
+3.1%
+$128,423 
TPL Texas Pacific Land Corporation
+3.08%
+$55,688.96 
HXL Hexcel Corporation
+3%
+$11,459.55 
NEM Newmont Corporation
+2.97%
+$6,656.8 
P Everpure Inc.
+2.95%
+$163,454.82 
TXN Texas Instruments Inc
+2.91%
+$106,851.36 
ILMN Illumina, Inc.
+2.9%
+$12,774.9 
PLXS Plexus Corp.
+2.88%
+$112,655.92 
B BARRICK MINING CORP Common Stock (ABR0)
+2.87%
+$9,530 
HUN Huntsman Corporation
+2.75%
+$7,353.39 
ADEA Adeia Inc.
+2.75%
+$7,580.88 
FNV Franco-Nevada Corporation
+2.72%
+$5,837.12 
STAA Staar Surgical Company
+2.69%
+$43,591.04 
PARR Par Pacific Holdings Inc.
+2.66%
+$77,260.3 
NVT nVent Electric plc
+2.65%
+$131,335.05 
ARWR Arrowhead Pharmaceuticals Inc.
+2.61%
+$8,026.04 
VRT Vertiv Holdings Co
+2.6%
+$12,181.04 
APH Amphenol Corporation
+2.6%
+$124,846.62 
NTAP NetApp, Inc.
+2.59%
+$87,036.24 
GSL Global Ship Lease Inc.
+2.53%
+$46,410.9 
TTE TotalEnergies SE
+2.44%
+$24,213.27 
MLI Mueller Industries Inc.
+2.42%
+$53,896.7 
ACH Accendra Health, Inc.
+2.41%
+$21,812.88 
EVR Evercore Inc.
+2.4%
+$7,955.84 
CDNS Cadence Design Systems, Inc.
+2.38%
+$156,597.26 
RGLD Royal Gold Inc.
+2.37%
+$4,502.8 
MCHP Microchip Technology Incorporated
+2.33%
+$63,316.52 
CNR Core Natural Resources, Inc.
+2.33%
+$40,060.44 
FIX Comfort Systems USA, Inc.
+2.32%
+$178,845.47 
STLD Steel Dynamics Inc.
+2.3%
+$9,630.1 
MATX Matson Inc.
+2.27%
+$162,876.83 
CAT Caterpillar Inc.
+2.26%
+$22,264.21 
GS The Goldman Sachs Group, Inc.
+2.13%
+$13,257.28 
CC Chemours Co.
+2.1%
+$7,439.04 
LGND Ligand Pharmaceuticals Inc.
+2.1%
+$61,199.6 
ADI Analog Devices, Inc.
+2.08%
+$92,895.08 
ELAN Elanco Animal Health Incorporated
+2.07%
+$13,720.2 
PJT PJT Partners Inc.
+2.05%
+$6,376.04 
HPQ HP Inc.
+2.04%
+$25,719.21 
IESC Ies Holdings Inc.
+2.04%
+$9,002.8 
PALL abrdn Physical Palladium Shares ETF
+2.02%
+$18,672.78 
RL Ralph Lauren Corporation
+2.01%
+$45,238.32 
DOW Dow Inc.
+1.98%
+$19,949.4 
SNX TD Synnex Corporation
+1.98%
+$37,581.09 
MTZ MasTec, Inc. Common Stock
+1.94%
+$13,900.64 
LB LandBridge Company LLC
+1.93%
+$8,172.73 
NXPI NXP Semiconductors N.V.
+1.92%
+$6,053.41 
ISRG Intuitive Surgical, Inc.
+1.85%
+$74,440.64 
JAZZ Jazz Pharmaceuticals plc
+1.84%
+$24,563.28 
PPLT abrdn Physical Platinum Shares ETF
+1.83%
+$19,423.97 
HWM Howmet Aerospace Inc.
+1.8%
+$6,736.51 
ASO Academy Sports and Outdoors, Inc.
+1.8%
+$4,884.8 
HSBC HSBC Holdings plc Sponsored ADR
+1.8%
+$21,954.52 
INVA Innoviva Inc.
+1.77%
+$28,356.06 
ERII Energy Recovery Inc.
+1.77%
+$3,017.4 
USLM United States Lime & Minerals Inc.
+1.76%
+$41,634.25 
AMR Alpha Metallurgical Resources, Inc.
+1.76%
+$23,572.01 
TEL TE Connectivity plc
+1.73%
+$4,949.12 
INCY Incyte Corporation
+1.7%
+$91,530.43 
THRM Gentherm Inc.
+1.7%
+$49,453.31 
CI The Cigna Group
+1.7%
+$16,296.42 
CHRW C.H. Robinson Worldwide, Inc.
+1.67%
+$26,204.44 
MTD Mettler-Toledo International Inc.
+1.66%
+$48,145.13 
PSMT PriceSmart Inc.
+1.66%
+$55,966.82 
CNC Centene Corporation
+1.65%
+$19,585.33 
WST West Pharmaceutical Services, Inc.
+1.61%
+$7,488.04 
AAMI Acadian Asset Management Inc.
+1.61%
+$88,117.92 
AGX Argan Inc.
+1.6%
+$110,398.32 
GLD SPDR Gold Shares
+1.55%
+$54,142.13 
APP AppLovin Corporation Class A Common Stock
+1.55%
+$48,770.96 
RRX Regal Rexnord Corporation
+1.54%
+$5,347.79 
BEN Franklin Resources Inc.
+1.5%
+$5,187.56 
EQNR Equinor ASA Sponsored ADR
+1.5%
+$16,707.6 
ELV Elevance Health, Inc.
+1.47%
+$3,462.44 
DY Dycom Industries Inc.
+1.45%
+$4,517.68 
R Ryder System Inc.
+1.45%
+$52,444.98 
NUE Nucor Corporation
+1.44%
+$8,152.53 
TM Toyota Motor Corporation
+1.43%
+$10,077.6 
XOM Exxon Mobil Corporation
+1.4%
+$90,983.36 
TKR Timken Co.
+1.4%
+$59,167.36 
AVGO Broadcom Inc.
+1.38%
+$265,330.74 
CNXN PC Connection, Inc.
+1.37%
+$25,994.21 
LLY Eli Lilly and Company
+1.36%
+$99,079.66 
EOG EOG Resources, Inc.
+1.36%
+$36,257.28 
ADM Archer-Daniels-Midland Co
+1.36%
+$5,511.61 
ATEN A10 Networks, Inc.
+1.28%
+$8,086.8 
DPZ Domino's Pizza Inc.
+1.28%
+$21,056.03 
FSLR First Solar, Inc.
+1.27%
+$48,256.29 
NRG NRG Energy, Inc.
+1.27%
+$60,938.6 
QCOM QUALCOMM Incorporated
+1.27%
+$37,694.64 
RTX RTX Corporation
+1.26%
+$3,147.31 
AZZ Azz Inc.
+1.24%
+$38,972.87 
ACM Aecom
+1.24%
+$35,187.6 
GEV GE Vernova Inc.
+1.23%
+$78,239.63 
AMG Affiliated Managers Group Inc.
+1.22%
+$10,675.84 
OHI Omega Healthcare Investors Inc.
+1.21%
+$16,285.8 
MRK Merck & Co., Inc.
+1.2%
+$37,533.47 
OSK Oshkosh Corporation
+1.18%
+$3,919.44 
HALO Halozyme Therapeutics Inc.
+1.17%
+$24,730.2 
ATKR Atkore Inc.
+1.14%
+$24,094.76 
APO Apollo Global Management, Inc.
+1.13%
+$8,104.78 
RDDT Reddit Inc Class A
+1.13%
+$19,971.1 
PCAR PACCAR Inc.
+1.13%
+$17,488.8 
CSCO Cisco Systems, Inc.
+1.11%
+$92,040.37 
GVA Granite Construction Incorporated
+1.1%
+$3,191.88 
KNSA Kiniksa Pharmaceuticals International, plc
+1.09%
+$37,540.06 
LSTR Landstar System Inc.
+1.09%
+$21,222.19 
CRUS Cirrus Logic, Inc.
+1.09%
+$16,535.59 
EME EMCOR Group, Inc.
+1.07%
+$3,930.29 
JPM JPMorgan Chase & Co.
+1.06%
+$3,297.6 
TBCH Turtle Beach Corporation
+1.04%
+$3,225.55 
MYRG Myr Group Inc.
+1.03%
+$27,265.96 
ABBV AbbVie Inc.
+1.03%
+$39,407.42 
NVDA NVIDIA Corporation
+1.02%
+$363,086.28 
AGNT eXp World Holdings Inc.
+1.01%
+$1,577.61 
GSAT Globalstar, Inc.
+1%
+$23,412.66 
IIIN Insteel Industries Inc.
+0.99%
+$17,264.52 
JLL Jones Lang LaSalle Inc.
+0.96%
+$23,860.86 
ALSN Allison Transmission Holdings Inc.
+0.94%
+$31,821.8 
LNTH Lantheus Holdings, Inc.
+0.94%
+$19,301.1 
EXEL Exelixis Inc.
+0.94%
+$30,130.36 
ULTA Ulta Beauty Inc.
+0.93%
+$19,009.53 
ARCC Ares Capital Corporation
+0.92%
+$12,458.6 
ALGN Align Technology, Inc.
+0.89%
+$3,018.6 
BAC Bank of America Corporation
+0.89%
+$4,651.82 
SNPS Synopsys, Inc.
+0.88%
+$7,788.86 
PCYO Pure Cycle Corporation
+0.88%
+$2,439.7 
CMG Chipotle Mexican Grill, Inc.
+0.87%
+$5,882.94 
AZO AutoZone Inc.
+0.87%
+$38,740.26 
AMCR Amcor plc
+0.87%
+$13,419.75 
AMGN Amgen Inc.
+0.86%
+$26,095.6 
COP ConocoPhillips
+0.85%
+$20,640.76 
NET Cloudflare Inc.
+0.84%
+$6,830.88 
ARCB ArcBest Corporation
+0.83%
+$56,597.64 
AVNT Avient Corporation
+0.83%
+$17,883.3 
SHEL Shell plc
+0.81%
+$7,484.45 
CW Curtiss-Wright Corporation
+0.8%
+$22,700.21 
GD General Dynamics Corporation
+0.75%
+$25,767.42 
NEOG Neogen Corporation
+0.75%
+$12,947.25 
IDCC InterDigital, Inc.
+0.75%
+$1,536.28 
RS Reliance Inc.
+0.72%
+$2,161.08 
AIN Albany International Corp.
+0.72%
+$16,261.02 
BMRN Biomarin Pharmaceutical Inc.
+0.68%
+$4,910.8 
KNX Knight-Swift Transportation Holdings Inc.
+0.67%
+$20,784.03 
SONO Sonos Inc.
+0.66%
+$2,057.8 
BX Blackstone Inc.
+0.66%
+$13,967.64 
IWV ISHARES RUSSELL 3000 ETF
+0.65%
+$2,372.05 
GDYN Grid Dynamics Holdings, Inc.
+0.61%
+$9,058.45 
ODFL Old Dominion Freight Line, Inc.
+0.6%
+$16,307.48 
CBRE CBRE Group Inc.
+0.59%
+$1,827.23 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$20,168.6 
LYFT Lyft Inc.
+0.58%
+$1,595.25 
CGNX Cognex Corporation
+0.57%
+$13,587.48 
REZI Resideo Technologies Inc.
+0.56%
+$19,778.4 
VCEL Vericel Corporation
+0.53%
+$13,732.5 
HWKN Hawkins Inc.
+0.51%
+$13,454.7 
MMI Marcus & Millichap Inc.
+0.49%
+$1,223.4 
CHTR Charter Communications Inc
+0.48%
+$6,703.44 
FTI TechnipFMC plc
+0.44%
+$4,873.92 
MTH Meritage Homes Corporation
+0.44%
+$3,491.46 
SON Sonoco Products Co.
+0.44%
+$3,066.24 
BMY Bristol-Myers Squibb Company
+0.42%
+$7,807.59 
VRTX Vertex Pharmaceuticals Incorporated
+0.41%
+$16,124.97 
ALV Autoliv, Inc.
+0.41%
+$7,361.76 
HLI Houlihan Lokey Inc.
+0.41%
+$5,671.5 
FIVE Five Below, Inc.
+0.4%
+$7,659.62 
EPAM Epam Systems Inc.
+0.38%
+$2,247.74 
MEDP Medpace Holdings Inc.
+0.37%
+$7,456.57 
SCHW Charles Schwab Corporation
+0.36%
+$954.11 
GNRC Generac Holdings Inc.
+0.34%
+$1,221.93 
HLT Hilton Worldwide Holdings Inc.
+0.33%
+$5,617.95 
HCKT The Hackett Group, Inc.
+0.31%
+$7,231.15 
QDEL QuidelOrtho Corporation
+0.3%
+$540.3 
FCFS FirstCash Holdings, Inc.
+0.29%
+$8,094.7 
AXON Axon Enterprise, Inc.
+0.28%
+$1,453.78 
AGCO AGCO Corporation
+0.28%
+$703.7 
NXST Nexstar Media Group Inc.
+0.28%
+$3,944.85 
ITW Illinois Tool Works Inc.
+0.27%
+$978.27 
JXN Jackson Financial Inc.
+0.24%
+$6,401.17 
HCA HCA Healthcare Inc.
+0.23%
+$744.59 
GNK Genco Shipping & Trading Limited
+0.2%
+$7,222.8 
SLP Simulations Plus, Inc.
+0.19%
+$738.36 
ZS Zscaler Inc.
+0.17%
+$3,952.52 
TDG TransDigm Group Inc.
+0.17%
+$3,294.35 
COKE Coca-Cola Consolidated Inc.
+0.17%
+$609 
DE Deere & Company
+0.15%
+$630.38 
META Meta Platforms Inc Class A
+0.15%
+$13,312.63 
JBHT J.B. Hunt Transport Services, Inc.
+0.14%
+$655.3 
GRMN Garmin Ltd.
+0.13%
+$4,372.3 
CB Chubb Limited
+0.12%
+$527.95 
HII Huntington Ingalls Industries Inc.
+0.12%
+$1,232.21 
DORM Dorman Products, Inc.
+0.11%
+$4,156.65 
NFLX Netflix, Inc.
+0.09%
+$3,930.36 
KAI Kadant Inc.
+0.08%
+$1,602.75 
PII Polaris Inc.
+0.08%
+$395.94 
FFIV F5 Inc.
+0.08%
+$7,567.95 
NFG National Fuel Gas Company
+0.07%
+$1,271.76 
HR Healthcare Realty Trust Incorporated
+0.07%
+$473.49 
WGO Winnebago Industries, Inc.
+0.07%
+$1,105.06 
TNC Tennant Company
+0.06%
+$171.6 
KBR KBR Inc.
+0.06%
+$144.26 
LOAR Loar Holdings Inc.
+0.06%
+$1,370.96 
CXT Crane NXT Co.
+0.04%
+$655.32 
PKG Packaging Corporation of America
+0.03%
+$620.63 
COR Cencora, Inc.
+0.03%
+$1,262 
ASTH Astrana Health Inc.
+0.02%
+$658.93 
DHI D.R. Horton, Inc.
+0.02%
+$96.99 
AAPL Apple Inc.
+0.02%
+$3,806.94 
AMP Ameriprise Financial, Inc.
+0.02%
+$490.66 
HEI Heico Corporation
0%
+$130.85 
CDNMF EGR Exploration Ltd.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
IGT International Game Technology PLC
0%
$0 
DHR Danaher Corporation
-12.55%
-$44,616.75 
CALX Calix Inc.
-7.81%
-$18,940.38 
GPC Genuine Parts Company
-7.51%
-$144,439.23 
VICR Vicor Corporation
-6.4%
-$26,695.95 
TENB Tenable Holdings Inc.
-6.08%
-$33,321.11 
QLYS Qualys, Inc.
-5.78%
-$22,161.63 
EVER EverQuote Inc.
-4.87%
-$21,456.08 
SPSC SPS Commerce Inc.
-4.79%
-$95,562.24 
CELH Celsius Holdings Inc.
-3.89%
-$49,262.59 
OKTA Okta Inc.
-3.76%
-$181,115.96 
TYL Tyler Technologies Inc.
-3.71%
-$73,469.95 
TEAM Atlassian Corporation Class A
-3.66%
-$110,305.44 
NP Neptune Insurance Holdings Inc.
-3.4%
-$13,044.05 
MORN Morningstar, Inc.
-3.29%
-$49,075.9 
HUBS HubSpot, Inc.
-3.28%
-$72,818.46 
FICO Fair Isaac Corporation
-3.19%
-$54,011.46 
DT Dynatrace, Inc.
-3.15%
-$12,079.47 
MANH Manhattan Associates Inc.
-2.98%
-$65,904.24 
SYF Synchrony Financial
-2.9%
-$8,449.71 
XPEL XPEL, Inc.
-2.75%
-$6,778.8 
CRWD CrowdStrike Holdings, Inc.
-2.71%
-$190,834.36 
ETSY Etsy Inc.
-2.58%
-$12,097.75 
RVLV Revolve Group, Inc.
-2.5%
-$7,290.4 
CSGP CoStar Group, Inc.
-2.44%
-$60,232.28 
SPGI S&P Global Inc.
-2.42%
-$155,914.64 
APPF Appfolio Inc.
-2.34%
-$6,750.4 
WDAY Workday Inc.
-2.33%
-$67,502.4 
TSCO Tractor Supply Company
-2.33%
-$50,300.34 
PANW Palo Alto Networks, Inc.
-2.32%
-$309,787.2 
IT Gartner Inc.
-2.31%
-$13,753.94 
RSG Republic Services, Inc.
-2.22%
-$5,747.7 
CRAI CRA International Inc.
-2.22%
-$88,186.6 
DBX Dropbox Inc.
-2.19%
-$8,115.71 
EL The Estée Lauder Companies Inc. Class A
-2.15%
-$4,792.65 
NOC Northrop Grumman Corporation
-2.12%
-$30,372.23 
DBI Designer Brands Inc.
-2.11%
-$29,666.16 
OMC Omnicom Group Inc.
-2.09%
-$48,024.12 
BCC Boise Cascade Company
-2.03%
-$41,174.98 
BBY Best Buy Co., Inc.
-2%
-$30,441.07 
PGR Progressive Corporation
-2%
-$17,265.28 
POOL Pool Corporation
-1.99%
-$4,760 
VRSN Verisign Inc.
-1.99%
-$29,138.8 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.99%
-$6,390.27 
CHE Chemed Corporation
-1.98%
-$15,288.51 
ADBE Adobe Inc.
-1.97%
-$43,841.56 
LYV Live Nation Entertainment, Inc.
-1.92%
-$33,637.68 
PODD Insulet Corporation
-1.9%
-$51,920.94 
MGNI Magnite, Inc.
-1.9%
-$9,434.16 
GDDY Godaddy Inc.
-1.89%
-$5,763.74 
SSTK Shutterstock Inc.
-1.89%
-$15,235.58 
VRSK Verisk Analytics Inc.
-1.88%
-$26,313.25 
EXLS ExlService Holdings Inc.
-1.86%
-$22,618.05 
MOV Movado Group Inc.
-1.85%
-$33,677.43 
STRA Strategic Education Inc.
-1.83%
-$28,904.05 
TW Tradeweb Markets Inc.
-1.78%
-$22,312.35 
NRC National Research Corporation
-1.77%
-$29,584.52 
TMUS T-Mobile US, Inc.
-1.74%
-$81,433.4 
NWSA News Corporation
-1.73%
-$16,142.56 
GHC Graham Holdings Co.
-1.67%
-$73,701.39 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$121,259.08 
STZ Constellation Brands, Inc.
-1.67%
-$9,730.56 
LPX Louisiana-Pacific Corporation
-1.66%
-$3,052.76 
NGVC Natural Grocers by Vitamin Cottage, Inc.
-1.66%
-$19,624.8 
TAP Molson Coors Beverage Company
-1.66%
-$7,966.05 
JKHY Jack Henry & Associates, Inc.
-1.64%
-$23,274.96 
DOCU DocuSign Inc.
-1.59%
-$16,766.83 
DXCM DexCom, Inc.
-1.54%
-$80,480.53 
LULU lululemon athletica inc.
-1.53%
-$27,992.02 
MO Altria Group, Inc.
-1.52%
-$127,479.79 
CRVL CorVel Corporation
-1.5%
-$15,979.48 
EVC Entravision Communications Corporation
-1.5%
-$1,934.3 
WSM Williams-Sonoma, Inc.
-1.49%
-$4,684.52 
MNST Monster Beverage Corporation
-1.48%
-$69,308.12 
FCN Fti Consulting Inc.
-1.48%
-$3,374.88 
PYPL PayPal Holdings Inc
-1.46%
-$5,953.59 
TJX The TJX Companies, Inc.
-1.45%
-$28,711.04 
DKS Dick's Sporting Goods, Inc.
-1.45%
-$20,009.74 
WMB The Williams Companies, Inc.
-1.44%
-$81,605.69 
CL Colgate-Palmolive Company
-1.38%
-$4,146.55 
DTM Dt Midstream Inc.
-1.35%
-$28,587.84 
TXRH Texas Roadhouse Inc.
-1.33%
-$3,880.21 
CPRT Copart Inc.
-1.33%
-$17,854.71 
CSV Carriage Services Inc.
-1.32%
-$23,142.7 
CPNG Coupang Inc.
-1.31%
-$3,407.75 
WMK Weis Markets Inc.
-1.29%
-$45,509.59 
LII Lennox International Inc.
-1.29%
-$64,645.44 
WCN Waste Connections Inc.
-1.29%
-$8,144.4 
PSKY Paramount Skydance Corporation Class B Common Stock
-1.28%
-$9,494.21 
FDS FactSet Research Systems Inc.
-1.28%
-$10,574.72 
ADP Automatic Data Processing Inc.
-1.28%
-$6,602.13 
BOW Bowhead Specialty Holdings Inc.
-1.28%
-$4,279.47 
ADSK Autodesk, Inc.
-1.27%
-$10,937.88 
OKE ONEOK, Inc.
-1.25%
-$33,153.57 
KRYS Krystal Biotech Inc.
-1.24%
-$4,465.18 
GWW W.W. Grainger, Inc.
-1.23%
-$57,810.27 
LKQ LKQ Corporation
-1.22%
-$13,151.3 
FTNT Fortinet Inc.
-1.21%
-$103,234.76 
BKU BankUnited, Inc.
-1.2%
-$25,347.15 
CRM Salesforce Inc
-1.17%
-$43,948.36 
CACC Credit Acceptance Corporation
-1.16%
-$3,367.66 
TNET TriNet Group, Inc.
-1.15%
-$12,898.2 
IMKTA Ingles Markets Inc.
-1.15%
-$33,143.76 
DLB Dolby Laboratories Inc.
-1.15%
-$5,157.36 
HG Hamilton Insurance Group, Ltd.
-1.14%
-$22,057.2 
EBAY eBay Inc.
-1.11%
-$4,262.12 
BFC Bank First Corporation
-1.11%
-$23,409 
MCD McDonald's Corporation
-1.11%
-$2,206.71 
NDAQ Nasdaq, Inc.
-1.11%
-$17,726.58 
PM Philip Morris International Inc.
-1.11%
-$4,603.14 
BOX Box Inc.
-1.1%
-$10,478.46 
FIZZ National Beverage Corp.
-1.09%
-$3,016.95 
VEEV Veeva Systems Inc.
-1.07%
-$28,766.28 
TTD The Trade Desk, Inc. Class A
-1.07%
-$21,653.2 
COLB Columbia Banking System, Inc.
-1.07%
-$27,571.25 
NSSC Napco Security Technologies, Inc.
-1.05%
-$30,628.98 
NBTB NBT Bancorp Inc.
-1.05%
-$19,828.6 
HD The Home Depot, Inc.
-1.05%
-$25,062.71 
KMI Kinder Morgan, Inc.
-1.04%
-$37,035.86 
BYD Boyd Gaming Corporation
-1.03%
-$21,981.05 
CTSH Cognizant Technology Solutions Corporation
-1.03%
-$25,622.92 
WMT Walmart Inc.
-1.03%
-$58,948.89 
KR Kroger Co.
-1.03%
-$36,571.2 
CPK Chesapeake Utilities Corporation
-1.02%
-$20,999.76 
FAF First American Financial Corporation
-1%
-$7,392.96 
CACI Caci International Inc.
-1%
-$14,188.25 
SHW The Sherwin-Williams Company
-1%
-$20,704.36 
ABCB Ameris Bancorp
-1%
-$22,884.74 
GPN Global Payments Inc.
-1%
-$7,960.56 
ACN Accenture plc Class A
-0.99%
-$7,875.36 
LOW Lowe's Companies Inc.
-0.99%
-$28,931.56 
BJ BJ's Wholesale Club Holdings, Inc.
-0.98%
-$11,928.8 
AMZN Amazon.com Inc
-0.98%
-$11,118.69 
EGAN eGain Corporation
-0.98%
-$2,088.78 
TRMB Trimble Inc.
-0.98%
-$11,807.64 
SAFT Safety Insurance Group Inc.
-0.97%
-$17,849.52 
SYK Stryker Corporation
-0.97%
-$35,643.91 
RF Regions Financial Corporation
-0.96%
-$24,360.3 
BTI British American Tobacco p.l.c. ADR
-0.96%
-$9,589.8 
CINF Cincinnati Financial Corporation
-0.96%
-$7,282.95 
HBAN Huntington Bancshares Incorporated
-0.94%
-$19,858.04 
COF Capital One Financial Corporation
-0.93%
-$2,333.37 
UBSI United Bankshares, Inc.
-0.93%
-$9,387.84 
OGE Oge Energy Corp.
-0.93%
-$6,696.9 
LZB La-Z-Boy Inc.
-0.9%
-$16,777.44 
RMD ResMed Inc.
-0.9%
-$60,095.6 
AGYS Agilysys Inc.
-0.89%
-$3,071.35 
ZBRA Zebra Technologies Corporation
-0.89%
-$29,972 
GILD Gilead Sciences Inc.
-0.89%
-$32,037.27 
SSD Simpson Manufacturing Co., Inc.
-0.88%
-$2,466.56 
TPB Turning Point Brands Inc.
-0.88%
-$18,714.89 
CATY Cathay General Bancorp
-0.87%
-$15,588.18 
PCTY Paylocity Holding Corporation
-0.86%
-$2,690.96 
HRB H&R Block Inc.
-0.86%
-$11,203.56 
VICI Vici Properties Inc.
-0.86%
-$45,764.94 
PAYX Paychex Inc.
-0.85%
-$28,383.74 
OGS One Gas Inc.
-0.84%
-$15,026.76 
TKO Tko Group Holdings Inc.
-0.84%
-$2,278.18 
PB Prosperity Bancshares Inc.
-0.84%
-$6,304.35 
VVV Valvoline Inc.
-0.83%
-$2,268.09 
ZM Zoom Video Communications, Inc.
-0.82%
-$2,473.41 
SCI Service Corporation International
-0.82%
-$21,949.44 
IDXX IDEXX Laboratories, Inc.
-0.8%
-$35,542.08 
SGI Somnigroup International Inc.
-0.8%
-$11,304.56 
SFNC Simmons First National Corporation
-0.8%
-$14,824.08 
FISV Fiserv, Inc.
-0.78%
-$9,780.34 
V Visa Inc. Class A
-0.78%
-$51,385.78 
HRL Hormel Foods Corporation
-0.77%
-$29,259.75 
FLO Flowers Foods, Inc.
-0.77%
-$1,862.9 
ROL Rollins, Inc.
-0.76%
-$9,399.98 
MA Mastercard Incorporated
-0.75%
-$39,426.66 
TRV The Travelers Companies, Inc.
-0.75%
-$11,529.67 
SO The Southern Company
-0.74%
-$19,475.4 
COST Costco Wholesale Corporation
-0.73%
-$36,517.3 
MKTX MarketAxess Holdings Inc.
-0.72%
-$1,582.81 
IBM International Business Machines Corporation
-0.72%
-$14,094.36 
GOOGL Alphabet Inc
-0.72%
-$150,513.96 
AFG American Financial Group Inc.
-0.71%
-$12,390.68 
CTAS Cintas Corporation
-0.71%
-$19,057.61 
TGLS Tecnoglass Inc.
-0.69%
-$7,588.8 
NOW ServiceNow, Inc.
-0.69%
-$36,726.48 
GOLF Acushnet Holdings Corp.
-0.67%
-$2,536.5 
PAYC Paycom Software, Inc.
-0.67%
-$2,391.02 
LMT Lockheed Martin Corporation
-0.67%
-$29,382.89 
MSI Motorola Solutions, Inc.
-0.64%
-$13,217.02 
SAIC Science Applications International Corporation Common Stock
-0.64%
-$6,271.98 
PNW Pinnacle West Capital Corporation
-0.63%
-$7,189.31 
LQDT Liquidity Services Inc.
-0.62%
-$2,289.49 
TFIN Triumph Financial, Inc.
-0.61%
-$2,190.7 
CROX Crocs, Inc.
-0.61%
-$19,307.72 
DDOG Datadog, Inc. Class A Common Stock
-0.6%
-$35,918.1 
UGI UGI Corporation
-0.6%
-$1,445.18 
TGT Target Corporation
-0.59%
-$8,041.97 
PINS Pinterest, Inc. Class A
-0.57%
-$19,633.12 
FITB Fifth Third Bancorp
-0.57%
-$21,366.8 
OTTR Otter Tail Corporation
-0.56%
-$22,735.29 
FNF Fidelity National Financial, Inc.
-0.55%
-$4,516.12 
BMI Badger Meter Inc.
-0.54%
-$12,746.37 
LIN Linde plc
-0.53%
-$9,514.49 
FOXA Fox Corporation
-0.52%
-$24,725.1 
STBA S&T Bancorp, Inc.
-0.51%
-$9,338.86 
AM Antero Midstream Corporation
-0.48%
-$3,939.83 
VLY Valley National Bancorp
-0.48%
-$4,110.82 
MSA Msa Safety Inc.
-0.46%
-$9,738.3 
TFC Truist Financial Corporation
-0.45%
-$7,033.17 
TRGP Targa Resources Corp.
-0.44%
-$7,191.81 
AOS A. O. Smith Corporation
-0.43%
-$2,238.39 
PRGO Perrigo Company plc
-0.42%
-$932.09 
MTN Vail Resorts, Inc.
-0.42%
-$6,309.12 
MUSA Murphy USA Inc.
-0.42%
-$8,750.8 
AFRM Affirm Holdings, Inc.
-0.41%
-$14,823.89 
CBOE Cboe Global Markets Inc.
-0.4%
-$5,829.6 
AYI Acuity Brands Inc.
-0.39%
-$7,509.76 
VZ Verizon Communications Inc.
-0.39%
-$23,134.28 
O Realty Income Corporation
-0.38%
-$6,580.25 
IOSP Innospec Inc.
-0.38%
-$6,340.8 
AXP American Express Company
-0.37%
-$5,229.8 
UBER Uber Technologies, Inc.
-0.36%
-$7,084.48 
EHC Encompass Health Corporation
-0.36%
-$6,209.6 
EW Edwards Lifesciences Corporation
-0.35%
-$3,339 
MSFT Microsoft Corp.
-0.35%
-$39,401.02 
INTU Intuit Inc.
-0.34%
-$11,967.98 
RACE Ferrari N.V.
-0.34%
-$1,920.22 
OLED Universal Display Corporation
-0.34%
-$5,888.63 
BURL Burlington Stores Inc.
-0.33%
-$2,493.1 
FE FirstEnergy Corp.
-0.33%
-$7,076.32 
AVY Avery Dennison Corporation
-0.31%
-$640.53 
PLTR Palantir Technologies Inc.
-0.3%
-$10,006.29 
BRK-B Berkshire Hathaway Inc.
-0.28%
-$12,686.8 
DASH DoorDash, Inc.
-0.27%
-$792.54 
AXS AXIS Capital Holdings Limited
-0.27%
-$4,558.24 
THG Hanover Insurance Group, Inc.
-0.27%
-$5,129.43 
ETD Ethan Allen Interiors Inc.
-0.26%
-$5,399.7 
MSM MSC Industrial Direct Co., Inc.
-0.26%
-$5,943.04 
SPOT Spotify Technology S.A.
-0.25%
-$6,148.7 
SXT Sensient Technologies Corporation
-0.25%
-$5,622.65 
UHS Universal Health Services, Inc.
-0.25%
-$2,180.04 
NNN NNN REIT, Inc.
-0.24%
-$2,023.68 
AIT Applied Industrial Technologies Inc.
-0.24%
-$8,062.8 
BSX Boston Scientific Corporation
-0.24%
-$3,807.97 
LMAT Lemaitre Vascular Inc.
-0.24%
-$11,355.36 
ROST Ross Stores, Inc.
-0.23%
-$2,629.03 
SRCE 1st Source Corporation
-0.22%
-$4,549.14 
TD The Toronto-Dominion Bank
-0.22%
-$2,764.06 
MKL Markel Group Inc.
-0.21%
-$1,449.37 
DGX Quest Diagnostics Inc.
-0.21%
-$5,391.77 
FLGT Fulgent Genetics Inc.
-0.2%
-$470.12 
MET MetLife Inc.
-0.2%
-$5,729.26 
CALM Cal-Maine Foods Inc.
-0.19%
-$3,911.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$604.08 
USB U.S. Bancorp
-0.18%
-$3,653.2 
LH Labcorp Holdings Inc.
-0.17%
-$453.75 
KHC The Kraft Heinz Company
-0.15%
-$2,122.48 
TT Trane Technologies plc
-0.13%
-$700.6 
KFY Korn Ferry
-0.13%
-$341 
SEIC SEI Investments Company
-0.12%
-$2,266.08 
GATX GATX Corporation
-0.1%
-$1,092.96 
WTS Watts Water Technologies Inc.
-0.1%
-$2,804.32 
FHN First Horizon Corporation
-0.1%
-$1,159.97 
RCL Royal Caribbean Group
-0.1%
-$1,360.8 
SEM Select Medical Holdings Corp.
-0.09%
-$1,993.72 
EA Electronic Arts Inc.
-0.09%
-$278.06 
ABT Abbott Laboratories
-0.08%
-$3,904.32 
TPR Tapestry Inc.
-0.08%
-$316.58 
ROKU Roku, Inc.
-0.08%
-$364.98 
LHX L3Harris Technologies, Inc.
-0.07%
-$1,783.03 
DECK Deckers Outdoor Corporation
-0.06%
-$156.72 
EYE National Vision Holdings Inc.
-0.05%
-$1,139.98 
RMR RMR Group Inc.
-0.05%
-$773.64 
PAG Penske Automotive Group Inc.
-0.04%
-$493.5 
CASY Casey's General Stores Inc.
-0.03%
-$729.74 
TRNS Transcat Inc.
-0.02%
-$498.3 
NEE NextEra Energy, Inc.
-0.01%
-$27.21 
SLAB Silicon Laboratories Inc.
-0.01%
-$159.41 
NVR NVR, Inc.
-0.01%
-$61.92 
GTLS Chart Industries Inc.
-0.01%
-$32.51 
PEN Penumbra Inc.
-0.01%
-$97.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6614 | Longs Won 4154/6614 62% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $338,375.76 |
| Average Win $115,210.73 | Best Trade (Jul 23) $10.66M | Sharpe Ratio -10.2 |
| Average Loss -$43,147.12 | Worst Trade (Jul 27) -$2.7M | Z-Score 18.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 6d | Expectancy $56,311.38 |
| 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, MonthlyNo Data
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 - $4.37M. 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 $33.61M earned over time. The largest contributors to dividend income include Altria Group, Inc - $954,885.24, Vici Properties Inc - $797,234.08, Verizon Communications Inc - $749,447.39, Kinder Morgan, Inc - $431,115.61, 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.
