CY
Cathy Yasui Portfolio
Invests via Central Pacific Bank - Trust Division | Managed by Michiko Onnagan
Invests via Central Pacific Bank - Trust Division
Managed by Michiko Onnagan
Automatically Tracked
Cathy Yasui Profile
Senior investor and corporate director with extensive experience in public and private markets, focusing on governance, portfolio construction and strategic board oversight. Cathy Yasui has held senior operating and advisory roles across financial services and technology companies, advising on capital allocation, risk management and M&A. Market-savvy, known for building disciplined investment processes and strengthening board-level financial controls.
Senior investor and corporate director with extensive experience in public and private markets, focusing on governance, portfolio construction and strategic board oversight. Cathy Yasui has held senior operating and advisory roles across financial services and technology companies, advising on capital allocation, risk management and M&A. Market-savvy, known for building disciplined investment processes and strengthening board-level financial controls.
Investment Philosophy & Strategy
Combines governance-first stewardship with rigorous portfolio construction, prioritizing companies where board-level oversight and capital allocation can unlock durable value. Emphasizes fundamental, long-term investments in financial services and technology, favoring businesses with clear cash generation, scalable operations and measurable risk controls. Deploys active, conviction-weighted positions and uses board influence and M&A advisory to shape strategic outcomes. Underwriting centers on management quality, balance-sheet resilience and disciplined cost-of-capital thinking, while risk management relies on scenario analysis, stress testing and periodic rebalancing to preserve capital across market cycles.
Combines governance-first stewardship with rigorous portfolio construction, prioritizing companies where board-level oversight and capital allocation can unlock durable value. Emphasizes fundamental, long-term investments in financial services and technology, favoring businesses with clear cash generation, scalable operations and measurable risk controls. Deploys active, conviction-weighted positions and uses board influence and M&A advisory to shape strategic outcomes. Underwriting centers on management quality, balance-sheet resilience and disciplined cost-of-capital thinking, while risk management relies on scenario analysis, stress testing and periodic rebalancing to preserve capital across market cycles.
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:
36.53%
Gain -0.53%
Monthly
1.08%
Yearly
13.72%
Drawdown
14.29%
$975.32M
Equity
Holdings
$975.32M
Investment
$776.73M
$262.48M
Profit -$4.64M
Realized
$63.9M
Unrealized
$198.58M
Dividends
$29.67M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$4.64M
Win %
71%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$10.01M
Win %
71%
This Month
Compared to last month
Gain
-0.47%
Profit
-$4.64M
Win %
71%
This Year
Compared to last year
Gain
-0.36%
Profit
-$3.4M
Win %
70%
AMBA Ambarella, Inc.
+16.07%
+$11,910 
AMCX AMC Networks Inc.
+15.35%
+$3,725 
AMZN Amazon.com Inc
+15.32%
+$1.95M 
MSA Msa Safety Inc.
+9.13%
+$14,773.75 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$76,455.59 
ETN Eaton Corporation plc
+7.32%
+$171,473.67 
GOOG Alphabet Inc
+6.88%
+$345,262.07 
GOOGL Alphabet Inc
+6.73%
+$1.01M 
NVT nVent Electric plc
+6.24%
+$749.49 
VRT Vertiv Holdings Co
+6.18%
+$84,560.76 
INVX Innovex International Inc.
+5.72%
+$2,280 
AEIS Advanced Energy Industries Inc.
+5.56%
+$7,019.59 
COHR Coherent Corp.
+5.55%
+$25,350.41 
ANET Arista Networks, Inc.
+5.46%
+$136,824.54 
FSLY Fastly, Inc.
+5.15%
+$4.44 
FTNT Fortinet Inc.
+4.99%
+$21,560 
WHD Cactus Inc.
+4.86%
+$7,591.23 
SOLS Sollensys Corp
+4.84%
+$278 
AESI Atlas Energy Solutions Inc.
+4.76%
+$12,448.45 
VPG Vishay Precision Group Inc.
+4.7%
+$17,911.82 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$11.09 
SNPS Synopsys, Inc.
+4.41%
+$118,838.33 
LPLA LPL Financial Holdings Inc.
+4.28%
+$17,871.9 
CACI Caci International Inc.
+4.27%
+$7,711.2 
ACLS Axcelis Technologies, Inc.
+4.13%
+$19,465.05 
CERT Certara, Inc.
+4.11%
+$6,227.2 
GSAT Globalstar, Inc.
+4.11%
+$11,844.01 
RNG RingCentral Inc.
+4%
+$9,796.92 
MOD Modine Manufacturing Company
+3.69%
+$4,290 
YUMC Yum China Holdings Inc.
+3.68%
+$280.44 
CROX Crocs, Inc.
+3.52%
+$7,177.49 
DAVA Endava plc
+3.46%
+$0.4 
VECO Veeco Instruments Inc.
+3.37%
+$13,615.39 
TWLO Twilio Inc.
+3.36%
+$20,762.02 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$34,297.44 
META Meta Platforms Inc Class A
+3.28%
+$76,943.32 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$22,873.14 
SXI Standex International Corporation
+3.22%
+$37,037 
ONTO Onto Innovation Inc.
+3.22%
+$6,770.39 
QTWO Q2 Holdings Inc.
+3.05%
+$8,114.4 
ATI ATI Inc.
+3.05%
+$34,946.38 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$4,557.12 
MSFT Microsoft Corp.
+3.02%
+$466,947.74 
LITE Lumentum Holdings Inc.
+2.99%
+$49,100.42 
RTH VanEck Retail ETF
+2.95%
+$69.29 
TEAM Atlassian Corporation Class A
+2.95%
+$4,632 
NVDA NVIDIA Corporation
+2.93%
+$581,878.26 
HRI Herc Holdings Inc.
+2.89%
+$32,494 
TFIN Triumph Financial, Inc.
+2.84%
+$12,929.7 
GPOR Gulfport Energy Corporation
+2.84%
+$4,183 
DNOW Dnow Inc.
+2.77%
+$11,940.74 
MGY Magnolia Oil & Gas Corp.
+2.72%
+$3,957.59 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$103.2 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$6,090 
NOVT Novanta Inc.
+2.62%
+$15,313.48 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$374.76 
OPCH Option Care Health Inc.
+2.54%
+$7,882.54 
EVR Evercore Inc.
+2.46%
+$4,383.3 
TRNS Transcat Inc.
+2.44%
+$7,748.51 
SMCI Super Micro Computer Inc
+2.42%
+$670 
OII Oceaneering International, Inc.
+2.39%
+$24,733.44 
CVX Chevron Corporation
+2.35%
+$82,729.56 
PENG Penguin Solutions, Inc.
+2.33%
+$22,771.2 
ORLY O'Reilly Automotive Inc.
+2.28%
+$45,853.58 
CTS Cts Corporation
+2.27%
+$1,420 
RXI iShares Global Consumer Discretionary ETF
+2.25%
+$88.2 
FAST Fastenal Co.
+2.25%
+$50,305.5 
GLW Corning Incorporated
+2.24%
+$129,081.03 
WDC Western Digital Corporation
+2.21%
+$7,788.03 
LBRDA Liberty Broadband Corporation
+2.19%
+$949 
EOG EOG Resources, Inc.
+2.19%
+$6,996.02 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$49,000 
TDW Tidewater Inc.
+2.15%
+$7,261.67 
QLYS Qualys, Inc.
+2.15%
+$7,302.06 
CSCO Cisco Systems, Inc.
+2.14%
+$127,378.17 
SKYY First Trust Cloud Computing ETF
+2.12%
+$115.83 
JBL Jabil Inc.
+2.12%
+$4,773.43 
CHTR Charter Communications Inc
+2.1%
+$16,041.34 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$2.82 
LBRDK Liberty Broadband Corporation
+2.04%
+$1,861.84 
OXY Occidental Petroleum Corporation
+2%
+$22,693.44 
MMSI Merit Medical Systems, Inc.
+1.99%
+$5,157.63 
TDOC Teladoc Health Inc.
+1.98%
+$0.13 
OKE ONEOK, Inc.
+1.95%
+$348 
JCI Johnson Controls International plc
+1.93%
+$91,581.54 
HAL Halliburton Company
+1.93%
+$2,318 
ROK Rockwell Automation, Inc.
+1.93%
+$69,494.16 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$78.45 
DV DoubleVerify Holdings Inc.
+1.9%
+$4,353.72 
LHX L3Harris Technologies, Inc.
+1.9%
+$9,422.17 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,153.7 
FIX Comfort Systems USA, Inc.
+1.88%
+$29,206.42 
CRM Salesforce Inc
+1.83%
+$16.55 
ZBRA Zebra Technologies Corporation
+1.82%
+$1,050 
ORCL Oracle Corporation
+1.81%
+$21,122.64 
HWM Howmet Aerospace Inc.
+1.8%
+$24,875.15 
GHM Graham Corporation
+1.78%
+$1,680 
HCA HCA Healthcare Inc.
+1.72%
+$2,040 
IXP iShares Global Comm Services ETF
+1.71%
+$135.1 
CINF Cincinnati Financial Corporation
+1.69%
+$32,190.29 
ZTS Zoetis Inc.
+1.66%
+$1.26 
FLEX Flex Ltd.
+1.64%
+$10,718 
FDTX Fidelity Disruptive Technology ETF
+1.64%
+$58.22 
KMI Kinder Morgan, Inc.
+1.64%
+$1,070.16 
LBTYA Liberty Global Plc
+1.63%
+$1,785 
SHEL Shell plc
+1.62%
+$14.7 
HPE Hewlett Packard Enterprise Company
+1.61%
+$3,800 
ACN Accenture plc Class A
+1.61%
+$168.32 
IETC iShares U.S. Tech Independence Fund
+1.59%
+$159.39 
BSX Boston Scientific Corporation
+1.59%
+$304.41 
XTL SPDR S&P Telecom ETF
+1.57%
+$35.31 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$156.04 
ITT Itt Inc.
+1.54%
+$39,818.76 
HPQ HP Inc.
+1.53%
+$5,084 
VZ Verizon Communications Inc.
+1.52%
+$11,746 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$121.5 
LMT Lockheed Martin Corporation
+1.5%
+$5,669.91 
CVNA Carvana Co.
+1.5%
+$7,603.8 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$137.52 
BOX Box Inc.
+1.48%
+$3,249.44 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$143.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$1,891.2 
NOC Northrop Grumman Corporation
+1.43%
+$30,260.58 
PH Parker-Hannifin Corporation
+1.43%
+$1,332.78 
PWR Quanta Services Inc.
+1.43%
+$19,097.7 
SNX TD Synnex Corporation
+1.42%
+$68.02 
GE General Electric Company
+1.42%
+$53,237.5 
KN Knowles Corporation
+1.41%
+$12,063.49 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$3,802.49 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$47.46 
SLB Schlumberger Limited
+1.39%
+$683.4 
AIA iShares Asia 50 ETF
+1.38%
+$45.5 
KLAC KLA Corporation
+1.38%
+$18,550.57 
AMPX Amprius Technologies Inc.
+1.37%
+$909.87 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$54.78 
TILE Interface Inc.
+1.36%
+$8,126.36 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$83.82 
JBSS John B. Sanfilippo & Son, Inc.
+1.36%
+$3,552 
CIEN Ciena Corporation
+1.34%
+$6,583.53 
MTRN Materion Corporation
+1.31%
+$11,665.29 
CAH Cardinal Health Inc.
+1.3%
+$1,820.4 
RRX Regal Rexnord Corporation
+1.3%
+$9,754.8 
CGUS Capital Group Core Equity ETF
+1.29%
+$86.64 
AKAM Akamai Technologies Inc.
+1.26%
+$5,834.4 
FTV Fortive Corporation
+1.25%
+$8,354.85 
THD iShares MSCI Thailand ETF
+1.25%
+$1.8 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$196.8 
CMCSA Comcast Corp
+1.23%
+$15,486 
COP ConocoPhillips
+1.22%
+$8,511.51 
ESE Esco Technologies Inc.
+1.21%
+$2,105.46 
FELE Franklin Electric Co., Inc.
+1.21%
+$2,400 
WFC Wells Fargo & Company
+1.19%
+$27,207.48 
BN Brookfield Corporation
+1.19%
+$5,900.01 
CVLT Commvault Systems Inc.
+1.19%
+$1,857.48 
LEE Lee Enterprises, Incorporated
+1.18%
+$450 
AMAT Applied Materials, Inc.
+1.18%
+$19,068.86 
LBTYK Liberty Global plc
+1.17%
+$1,380 
MWA Mueller Water Products Inc.
+1.16%
+$5,075 
RMD ResMed Inc.
+1.16%
+$1,234.2 
IOO iShares Global 100 ETF
+1.15%
+$128.8 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$137.36 
ITW Illinois Tool Works Inc.
+1.15%
+$4,043 
MSI Motorola Solutions, Inc.
+1.14%
+$23,141.37 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$13.68 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$128.25 
BG Bunge Global S.A.
+1.1%
+$1,160 
VUG Vanguard Growth ETF
+1.1%
+$128.34 
VEEV Veeva Systems Inc.
+1.1%
+$6.66 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$5,992.33 
ROG Rogers Corporation
+1.09%
+$1,662.5 
ZETA Zeta Global Holdings Corp.
+1.08%
+$6,649.99 
OKTA Okta Inc.
+1.07%
+$1,298.59 
NOW ServiceNow, Inc.
+1.05%
+$20,731.52 
WSC WillScot Holdings Corporation
+1.04%
+$5,657.23 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$1,627.14 
CW Curtiss-Wright Corporation
+1.02%
+$8,734.64 
VDE Vanguard Energy ETF
+1.02%
+$1.69 
ADBE Adobe Inc.
+1.01%
+$2,452.28 
WOR Worthington Enterprises Inc.
+1.01%
+$1,949.92 
XLE Energy Select Sector SPDR Fund
+1%
+$1.18 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$1,899.92 
DOCU DocuSign Inc.
+0.99%
+$199.26 
URI United Rentals, Inc.
+0.99%
+$6,069.74 
BKR Baker Hughes Company
+0.98%
+$7,268.8 
TDY Teledyne Technologies Incorporated
+0.98%
+$11,387.02 
ADP Automatic Data Processing Inc.
+0.98%
+$3,540.52 
PDYN Palladyne AI Corp
+0.96%
+$73.8 
GMF SPDR S&P Emerging Asia Pacific ETF
+0.96%
+$20.3 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,934.56 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$1.09 
OEF iShares S&P 100 ETF
+0.95%
+$134.94 
MIR Mirion Technologies, Inc.
+0.94%
+$350 
HWC Hancock Whitney Corporation
+0.93%
+$1,711.1 
TG Tredegar Corporation
+0.93%
+$420 
UNP Union Pacific Corporation
+0.92%
+$3,169.3 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$26.58 
FLS Flowserve Corporation
+0.89%
+$13,400 
WMB The Williams Companies, Inc.
+0.89%
+$13,484.52 
SCHW Charles Schwab Corporation
+0.87%
+$60,831.68 
MGC Vanguard Mega Cap ETF
+0.87%
+$177 
IBM International Business Machines Corporation
+0.86%
+$4,190.5 
CNS Cohen & Steers Inc.
+0.86%
+$1,890 
XPO XPO Inc.
+0.86%
+$6,327.04 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$80 
HAE Haemonetics Corporation
+0.85%
+$3,892.32 
GEV GE Vernova Inc.
+0.85%
+$31,544.76 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$163.62 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.83%
+$1.82 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$9.36 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$0.25 
MCD McDonald's Corporation
+0.82%
+$9,814.24 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$27.55 
WAY Waystar Holding Corp.
+0.81%
+$1,839.4 
LOB Live Oak Bancshares Inc.
+0.8%
+$4,429.52 
DOX Amdocs Limited
+0.8%
+$230.12 
EMR Emerson Electric Co.
+0.79%
+$5.9 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$174,241.21 
ZWS Zurn Elkay Water Solutions Corporation
+0.78%
+$1,505.79 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$26.39 
TSLA Tesla, Inc.
+0.76%
+$11,214.62 
MPC Marathon Petroleum Corporation
+0.76%
+$1,386.21 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$38,957.08 
STT State Street Corp
+0.73%
+$24,789.81 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$87,051.53 
PHIN Phinia Inc.
+0.72%
+$530 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$221,926.27 
VIS Vanguard Industrials ETF
+0.72%
+$22.14 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,567.27 
OFG OFG Bancorp
+0.7%
+$1,790.8 
CAT Caterpillar Inc.
+0.7%
+$20,531.03 
ROP Roper Technologies Inc.
+0.7%
+$5,168 
PNQI Invesco NASDAQ Internet ETF
+0.7%
+$81.6 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,424.3 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$88,444.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$593,812.48 
CARR Carrier Global Corporation
+0.68%
+$4,554.9 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$25.63 
HSIC Henry Schein, Inc.
+0.68%
+$6,554 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$8,372.27 
CXT Crane NXT Co.
+0.68%
+$560 
WCN Waste Connections Inc.
+0.67%
+$960.15 
CARG CarGurus, Inc.
+0.67%
+$1,684.32 
DOW Dow Inc.
+0.67%
+$674.8 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$0.81 
SBC SBC Medical Group Holdings Inc.
+0.66%
+$480 
CGGR Capital Group Growth ETF
+0.65%
+$33.93 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$62,617.32 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$1,003.68 
VONE Vanguard Russell 1000 ETF
+0.64%
+$66.03 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$35,541.47 
CGDV Capital Group Dividend Value ETF
+0.63%
+$48.05 
SYY Sysco Corporation
+0.63%
+$0.53 
GRC The Gorman-Rupp Company
+0.62%
+$750 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$0.82 
APO-PA Apollo Global Management, Inc.
+0.61%
+$1,063.75 
XSW SPDR S&P Software & Services ETF
+0.6%
+$11.99 
PAR Par Technology Corporation
+0.59%
+$450 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$46.08 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$440.34 
GLOB Globant S.A.
+0.58%
+$0.21 
MO Altria Group, Inc.
+0.57%
+$15,685.41 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$33 
AVUS Avantis U.S. Equity ETF
+0.57%
+$16.56 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$152.5 
APH Amphenol Corporation
+0.55%
+$25,407.07 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$2,712.45 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$47.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,034.02 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$726 
EXC Exelon Corporation
+0.53%
+$899.28 
AIN Albany International Corp.
+0.53%
+$4,310.67 
STX Seagate Technology Holdings plc
+0.52%
+$5,001.81 
EXI iShares Global Industrials ETF
+0.52%
+$7.14 
Q Qnity Electronics Inc.
+0.51%
+$519.41 
CCC CCC Intelligent Solutions Holdings Inc.
+0.49%
+$1,364.4 
WTS Watts Water Technologies Inc.
+0.48%
+$6,179.04 
CZR Caesars Entertainment, Inc.
+0.47%
+$1,610 
SE Sea Ltd.
+0.47%
+$4 
AXON Axon Enterprise, Inc.
+0.47%
+$3,200.49 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$5,841.71 
NSC Norfolk Southern Corporation
+0.46%
+$21,176.37 
IYW iShares U.S. Technology ETF
+0.46%
+$38,949.59 
GTX Garrett Motion Inc.
+0.45%
+$2,356.9 
KKR KKR & Co. Inc.
+0.45%
+$1,103.85 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,596.02 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,630.7 
PAYX Paychex Inc.
+0.44%
+$7,179.78 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$16,110.75 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$25.42 
WFC-PL Wells Fargo & Company
+0.41%
+$3,750.57 
AIR AAR Corp.
+0.4%
+$5,116.66 
PFE Pfizer Inc.
+0.4%
+$2,330.1 
ICHR Ichor Holdings Ltd.
+0.4%
+$3,411.6 
TOK iShares MSCI Kokusai ETF
+0.4%
+$10.8 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$3,026 
RTX RTX Corporation
+0.39%
+$18,365.76 
VLO Valero Energy Corporation
+0.38%
+$2,243.15 
AVGO Broadcom Inc.
+0.37%
+$34,810.56 
PG Procter & Gamble Co
+0.37%
+$3,018.35 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$19,926.18 
OTIS Otis Worldwide Corporation
+0.36%
+$61.1 
BAC Bank of America Corporation
+0.36%
+$8,169.7 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$794.55 
XIFR Xplr Infrastructure Partners L.P.
+0.34%
+$1,060 
CPHC Canterbury Park Holding Corporation
+0.33%
+$230 
XNTK SPDR NYSE Technology ETF
+0.33%
+$17.44 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$3.87 
FSS Federal Signal Corp.
+0.32%
+$712 
GD General Dynamics Corporation
+0.32%
+$1,772.66 
TTC The Toro Company
+0.32%
+$696 
MRK Merck & Co., Inc.
+0.32%
+$6,939.01 
NPO EnPro Industries Inc.
+0.31%
+$873 
SMH VanEck Semiconductor ETF
+0.3%
+$146.7 
RHP Ryman Hospitality Properties, Inc.
+0.3%
+$3,999.9 
KD Kyndryl Holdings Inc.
+0.3%
+$1.6 
BAC-PL Bank of America Corporation
+0.29%
+$2,309.94 
UFOX Defiance Connective Technologies ETF
+0.28%
+$3.84 
VSNT Versant Media Group, Inc.
+0.28%
+$782.2 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$79.54 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$20.8 
JPM JPMorgan Chase & Co.
+0.27%
+$11,957.74 
VT Vanguard Total World Stock ETF
+0.26%
+$7.38 
SYM Symbotic Inc. Class A
+0.26%
+$558.13 
AMP Ameriprise Financial, Inc.
+0.25%
+$558.9 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$5.78 
CME CME Group Inc.
+0.21%
+$702.25 
SO The Southern Company
+0.21%
+$1 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$1.44 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$9.3 
JNJ Johnson & Johnson
+0.21%
+$8,764.61 
ADI Analog Devices, Inc.
+0.2%
+$5,890.32 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$0.1 
KBWB Invesco KBW Bank ETF
+0.2%
+$4,399.45 
MIDD The Middleby Corporation
+0.2%
+$272.99 
CMI Cummins Inc.
+0.19%
+$7,066.41 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$3.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$16.4 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$1,788.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$5.52 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$336.56 
DFNL Davis Select Financial ETF
+0.18%
+$7.2 
USB U.S. Bancorp
+0.17%
+$644.59 
T AT&T Inc.
+0.17%
+$356.72 
MS Morgan Stanley
+0.17%
+$4,914.39 
KNF Knife River Corporation
+0.16%
+$873.1 
EHC Encompass Health Corporation
+0.16%
+$278.1 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$9,764.92 
HST Host Hotels & Resorts Inc.
+0.16%
+$114.24 
VICI Vici Properties Inc.
+0.15%
+$60 
CB Chubb Limited
+0.15%
+$2,772.43 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$3.25 
DELL Dell Technologies Inc.
+0.14%
+$7.84 
XYL Xylem Inc.
+0.13%
+$1,282.5 
DBRG DigitalBridge Group Inc.
+0.13%
+$130 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1.68 
TCBI Texas Capital Bancshares Inc.
+0.11%
+$769.89 
FDCF Fidelity Disruptive Communications ETF
+0.11%
+$4.06 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,810.03 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$1.26 
C Citigroup Inc.
+0.1%
+$103.99 
WM Waste Management, Inc.
+0.1%
+$870.54 
CON Concentra Group Holdings Inc.
+0.1%
+$774.42 
AFL Aflac Inc.
+0.09%
+$326.28 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+0.09%
+$875 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$3.6 
WMT Walmart Inc.
+0.09%
+$2,737.95 
TWIN Twin Disc Inc.
+0.09%
+$200 
ABT Abbott Laboratories
+0.09%
+$446.31 
TECH Bio-Techne Corporation
+0.08%
+$190.79 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$12 
CPF Central Pacific Financial Corp.
+0.08%
+$30.69 
SOXX iShares Semiconductor ETF
+0.07%
+$10.44 
INDY iShares India 50 ETF
+0.07%
+$0.27 
BATRK Atlanta Braves Holdings, Inc.
+0.06%
+$496.86 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$1.11 
AEP American Electric Power Company, Inc.
+0.06%
+$154.7 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$2,633.35 
ZMUN F/m Callable Tax-Free Municipal ETF
+0.04%
+$861.46 
HXL Hexcel Corporation
+0.04%
+$72.12 
BOH Bank of Hawaii Corporation
+0.04%
+$106.5 
DIS The Walt Disney Company
+0.03%
+$242.76 
KCE SPDR S&P Capital Markets ETF
+0.03%
+$0.9 
TAP Molson Coors Beverage Company
+0.02%
+$68.78 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$127.12 
FBIN Fortune Brands Innovations Inc.
+0.02%
+$45.5 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$20.6 
IYT iShares U.S. Transportation ETF
+0.01%
+$0.16 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$0.29 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$953.58 
AEG Aegon N.V.
0%
$0 
ATMU Atmus Filtration Technologies Inc.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
MATW Matthews International Corporation
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
OGN Organon & Co.
0%
$0 
TDS Telephone and Data Systems, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USM U.S. Cellular Corporation
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
IDX VanEck Indonesia Index ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
ALBCL Albemarle Corp.
0%
$0 
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
NEEXU NextEra Energy, Inc.
0%
$0 
PCGEP PG&E Corp.
0%
$0 
KKRDP KKR & Co. Inc. 6.25% Preferred Stock
0%
$0 
GLBAV GCI Liberty, Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 0082
00827BAB2
0%
$0 1891
18915MAC1
0%
$0 5165
516544AB9
0%
$0 7695
76954AAD5
0%
$0 9441
94419LAP6
0%
$0 6933
69331CAL2
0%
$0 3794
37940XAU6
0%
$0 3580
358039AB1
0%
$0 6821
682189AU9
0%
$0 6655
665531AJ8
0%
$0 4586
45867GAD3
0%
$0 5380
538034BA6
0%
$0 6935
69352PAS2
0%
$0 1220
122017AD8
0%
$0 8118
81180WBL4
0%
$0 ARES
ARESPRB
0%
$0 9581
958102AT2
0%
$0 6533
65339KCY4
0%
$0 7020
70202LAD4
0%
$0 1926
19260QAF4
0%
$0 3873
387328AF4
0%
$0 4063
40637HAF6
0%
$0 7093
70932AAH6
0%
$0 QXOP
QXOPRB
0%
$0 9035
90353TAM2
0%
$0 9293
92939UAP1
0%
$0 5657
565788AD8
0%
$0 0082
00827BAD8
0%
$0 1845
18452BAC4
0%
$0 4721
472145AH4
0%
$0 7672
767292AB1
0%
$0 8334
833445AB5
0%
$0 0204
02043QAB3
0%
$0 3434
343412AJ1
0%
$0 4500
450056AB2
0%
$0 0080
008073AA6
0%
$0 0381
038169AB4
0%
$0 5530
55306NAB0
0%
$0 7599
759916AD1
0%
$0 5312
531229AQ5
0%
$0 5380
538034BC2
0%
$0 8341
83419XAB4
0%
$0 2380
23804LAD5
0%
$0 8715
87157DAJ8
0%
$0 ORCL
ORCLPRD
0%
$0 FFLV
FFLV
0%
$0 1924
19240QAA0
0%
$0 1080
10806XAJ1
0%
$0 1630
163072AC5
0%
$0 4777
47775AAA9
0%
$0 0428
04280AAC4
0%
$0 5540
55405YAD2
0%
$0 0208
02081GAD4
0%
$0 4582
45826HAD1
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$30,456.54 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-17.12%
-$162,406.8 
OLN Olin Corporation
-16.51%
-$40,260 
CTVA Corteva Inc.
-11.9%
-$786.62 
LEA Lear Corporation
-10.72%
-$3,467.49 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$31,322.5 
FMC FMC Corporation
-9.47%
-$7,840 
MNRO Monro, Inc.
-8.92%
-$4,800 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$28,566.17 
AAPL Apple Inc.
-7.35%
-$2.31M 
NXT Nextracker Inc.
-7.25%
-$9,188.21 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-7.23%
-$1,985.22 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-6.67%
-$2,122.05 
SYK Stryker Corporation
-6.42%
-$7,014.76 
LIN Linde plc
-5.95%
-$61,911.98 
MU Micron Technology, Inc.
-5.9%
-$246,894.38 
WMG Warner Music Group Corp.
-5.81%
-$6,320 
BRBR BellRing Brands Inc.
-5.78%
-$1,520 
MRNA Moderna, Inc.
-5.35%
-$5,595.5 
MDGL Madrigal Pharmaceuticals, Inc.
-5.23%
-$29,529.53 
LYV Live Nation Entertainment, Inc.
-5.14%
-$71,036.19 
SNDK SanDisk Corporation
-5.09%
-$38,947.74 
SIRI Sirius XM Holdings Inc.
-4.36%
-$1.35 
SPOT Spotify Technology S.A.
-4.34%
-$83,810.95 
SHOP Shopify Inc.
-4.29%
-$109,021.5 
VFC V.F. Corporation
-4.28%
-$4,096 
THRM Gentherm Inc.
-4.11%
-$13,598.1 
SMG Scotts Miracle-Gro Co.
-3.85%
-$2,367 
LWAY Lifeway Foods Inc.
-3.84%
-$2,380 
ADNT Adient plc
-3.84%
-$13.44 
SHOO Steven Madden Ltd.
-3.66%
-$6,740.99 
TECK Teck Resources Ltd.
-3.6%
-$675 
DCH Dauch Corporation
-3.58%
-$7,896.21 
AP Ampco-Pittsburgh Corporation
-3.37%
-$6,272.28 
LOPE Grand Canyon Education Inc.
-3.19%
-$6,610.2 
SIG Signet Jewelers Ltd.
-3.11%
-$4,797.8 
ES Eversource Energy
-3.05%
-$20,569.5 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$760 
CI The Cigna Group
-2.99%
-$45,366.15 
NWPX NWPX Infrastructure, Inc.
-2.99%
-$3,941.6 
XBI SPDR S&P Biotech ETF
-2.94%
-$133.5 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$860 
INCY Incyte Corporation
-2.82%
-$11,537.75 
DECK Deckers Outdoor Corporation
-2.82%
-$16,952.73 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$75,041.99 
TV Grupo Televisa S.A.B. Sponsored ADR
-2.78%
-$1,200 
IBKR Interactive Brokers Group Inc.
-2.75%
-$24,289.95 
AJG Arthur J. Gallagher & Co.
-2.75%
-$18,303.97 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$20,087.07 
FIS Fidelity National Information Services, Inc.
-2.67%
-$17,261.82 
QCOM QUALCOMM Incorporated
-2.63%
-$6,751.1 
SLGN Silgan Holdings Inc.
-2.63%
-$3,974.4 
NVCR NovoCure Ltd.
-2.56%
-$1.95 
FMED Fidelity Disruptive Medicine ETF
-2.53%
-$70.52 
ABBV AbbVie Inc.
-2.51%
-$37,306.02 
BBIO BridgeBio Pharma, Inc.
-2.5%
-$15,922.38 
RAL Ralliant Corporation
-2.43%
-$6,218.45 
ICE Intercontinental Exchange, Inc.
-2.42%
-$62,110.52 
DCO Ducommun Inc.
-2.4%
-$6,614.98 
AFRM Affirm Holdings, Inc.
-2.37%
-$13,625.94 
HLN Haleon Plc - ADR
-2.37%
-$10,305.6 
FWONA Liberty Media Corporation
-2.37%
-$981 
YUM Yum! Brands, Inc.
-2.37%
-$2,098.08 
AQN Algonquin Power & Utilities Corp.
-2.34%
-$700 
FMAT Fidelity MSCI Materials Index ETF
-2.33%
-$103.36 
ARKK ARK Innovation ETF Fund
-2.28%
-$3.32 
BAX Baxter International Inc.
-2.21%
-$9,086 
BA Boeing Company
-2.15%
-$50,850.97 
ARGX argenx SE American Depositary Receipt
-2.15%
-$17,878.29 
MXI iShares Global Materials ETF
-2.15%
-$83.52 
NEM Newmont Corporation
-2.14%
-$17,783.75 
BUR Burford Capital Limited
-2.14%
-$3,704.67 
TXT Textron Inc.
-2.1%
-$45,658.4 
URBN Urban Outfitters Inc.
-2.06%
-$3,260.4 
HE Hawaiian Electric Industries Inc.
-2.05%
-$8.37 
TRU TransUnion
-2.04%
-$9,758 
MSGE Madison Square Garden Entertainment Corp.
-2.03%
-$6,313.6 
KHC The Kraft Heinz Company
-2.01%
-$1,264.58 
DKS Dick's Sporting Goods, Inc.
-2%
-$2,920 
NFLX Netflix, Inc.
-2%
-$46,392.96 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$2,590.25 
GFF Griffon Corporation
-1.97%
-$7,785 
LVS Las Vegas Sands Corp.
-1.97%
-$1,876.7 
FBRT Franklin BSP Realty Trust Inc.
-1.94%
-$1,875 
AMD Advanced Micro Devices, Inc.
-1.9%
-$97,953.45 
NWSA News Corporation
-1.89%
-$2,120 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$187 
IBB iShares Biotechnology ETF
-1.87%
-$17.75 
MC Moelis & Company
-1.86%
-$3,416.29 
GIS General Mills, Inc.
-1.84%
-$7,557.6 
GMED Globus Medical Inc.
-1.83%
-$4,170.39 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$31,236.19 
EPAC Enerpac Tool Group Corp.
-1.81%
-$5,608.02 
MGA Magna International Inc.
-1.79%
-$2,800 
ARKG ARK Genomic Revolution ETF
-1.78%
-$1.4 
BBY Best Buy Co., Inc.
-1.78%
-$2,099.76 
CBRE CBRE Group Inc.
-1.77%
-$2,279.01 
APD Air Products and Chemicals, Inc.
-1.77%
-$68,493.69 
ETSY Etsy Inc.
-1.77%
-$8.82 
MANU Manchester United plc
-1.75%
-$1,722 
PINS Pinterest, Inc. Class A
-1.72%
-$49,127.82 
FLO Flowers Foods, Inc.
-1.68%
-$3,000 
UNH UnitedHealth Group Incorporated
-1.68%
-$106,743.01 
POST Post Holdings Inc.
-1.67%
-$1,627.5 
ADM Archer-Daniels-Midland Co
-1.66%
-$20,368 
AON Aon plc
-1.64%
-$9,180.53 
DRI Darden Restaurants, Inc.
-1.64%
-$1,772.97 
SQ Block, Inc.
-1.64%
-$135 
AS Amer Sports, Inc.
-1.63%
-$8,924.31 
SNOW Snowflake Inc.
-1.62%
-$24.1 
LRCX Lam Research Corporation
-1.58%
-$34,164.38 
GATX GATX Corporation
-1.56%
-$35,375 
NET Cloudflare Inc.
-1.56%
-$15,448.23 
DOCS Doximity Inc.
-1.55%
-$2,300.76 
VSECU VSE CORP TANGIBLE EQUITY UNIT (01/02/2029)
-1.55%
-$4,748 
MBUU Malibu Boats Inc.
-1.54%
-$2,280.72 
WWW Wolverine World Wide Inc.
-1.5%
-$2,250 
GLD SPDR Gold Shares
-1.49%
-$219.18 
BLD TopBuild Corp
-1.45%
-$1,997.86 
ASTE Astec Industries Inc.
-1.44%
-$1,628 
ROCK Gibraltar Industries Inc.
-1.42%
-$6,244.57 
YETI FNCL Series 2007 Other Floating Rate Instrument
-1.41%
-$2,905 
SYNA Synaptics Incorporated
-1.41%
-$6,626.43 
WYNN Wynn Resorts, Limited
-1.38%
-$1,390 
NKE Nike, Inc. - Class B
-1.37%
-$9.28 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$48,425.39 
PPG PPG Industries Inc.
-1.35%
-$84.56 
CLH Clean Harbors Inc.
-1.35%
-$2,732.79 
TXRH Texas Roadhouse Inc.
-1.33%
-$2,390.8 
TTD The Trade Desk, Inc. Class A
-1.31%
-$2.4 
DAL Delta Air Lines, Inc.
-1.3%
-$30,542.85 
LEN-B Lennar Corporation
-1.3%
-$1,378 
FCX Freeport-McMoRan Inc.
-1.28%
-$10,580.22 
STM STMicroelectronics N.V.
-1.26%
-$12,553.81 
EXLS ExlService Holdings Inc.
-1.25%
-$4,709.79 
MDLZ Mondelez International, Inc.
-1.22%
-$10,231.79 
F Ford Motor Company
-1.21%
-$1,472.94 
FTDR Frontdoor, Inc.
-1.21%
-$2,791.04 
REZI Resideo Technologies Inc.
-1.21%
-$4,095 
TJX The TJX Companies, Inc.
-1.21%
-$44,874.01 
IQI Invesco Quality Municipal Income Trust
-1.2%
-$114.48 
XME SPDR S&P Metals & Mining ETF
-1.19%
-$13.31 
GNTX Gentex Corporation
-1.18%
-$3,129 
ITB iShares U.S. Home Construction ETF
-1.18%
-$18.08 
AAP Advance Auto Parts Inc.
-1.16%
-$2,145 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$1,210.3 
XHS SPDR S&P Health Care Services ETF
-1.15%
-$49.6 
NEE NextEra Energy, Inc.
-1.15%
-$754.47 
HOVR New Horizon Aircraft Ltd.
-1.15%
-$480 
OMC Omnicom Group Inc.
-1.14%
-$3,951.22 
PGNY Progyny Inc.
-1.14%
-$5,970.6 
SMP Standard Motor Products, Inc.
-1.14%
-$1,848 
DE Deere & Company
-1.13%
-$40,133.54 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$24.09 
RCL Royal Caribbean Group
-1.13%
-$9,649.67 
VTRS Viatris Inc.
-1.13%
-$64.2 
DEO Diageo plc Sponsored ADR
-1.12%
-$1,100 
LIVN LivaNova PLC
-1.12%
-$2,805.54 
PKG Packaging Corporation of America
-1.12%
-$3,869.73 
IR Ingersoll Rand Inc.
-1.11%
-$3.76 
PNR Pentair plc
-1.1%
-$60.59 
TKO Tko Group Holdings Inc.
-1.09%
-$10,794 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$10,222.75 
TXN Texas Instruments Inc
-1.08%
-$39,242.14 
LOW Lowe's Companies Inc.
-1.08%
-$24,268.59 
MCK McKesson Corporation
-1.08%
-$32,815.76 
DINO HF Sinclair Corporation
-1.05%
-$1,978.8 
AN AutoNation Inc.
-1.05%
-$3,600 
CTAS Cintas Corporation
-1.04%
-$7,434.69 
BWA BorgWarner Inc.
-1.04%
-$5,360 
INTC Intel Corporation
-1.02%
-$6,907.11 
ARKW ARK Next Generation Internet ETF
-1.02%
-$2.82 
KO The Coca-Cola Company
-1.02%
-$14,731.2 
CDP COPT Defense Properties
-1.02%
-$2,512.77 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$7.77 
FOXA Fox Corporation
-1%
-$2,867.4 
SWX Southwest Gas Holdings Inc.
-1%
-$7,740 
UPS United Parcel Service, Inc.
-1%
-$5.25 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$8,804.3 
PPL PPL Corporation
-0.98%
-$472.15 
VMC Vulcan Materials Company
-0.98%
-$8,538.6 
EW Edwards Lifesciences Corporation
-0.98%
-$7,724.8 
XOM Exxon Mobil Corporation
-0.97%
-$63,517.95 
RACE Ferrari N.V.
-0.97%
-$10,055.33 
MET MetLife Inc.
-0.97%
-$13,677 
EWJ iShares MSCI Japan ETF
-0.96%
-$11,493 
MCHP Microchip Technology Incorporated
-0.96%
-$23,279.1 
IPAC iShares Core MSCI Pacific ETF
-0.96%
-$7.2 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$23,565.8 
ZGN Ermenegildo Zegna N.V.
-0.94%
-$6,062.28 
GSM Ferroglobe PLC
-0.94%
-$1,471.29 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$2,996 
KEX Kirby Corporation
-0.91%
-$5,864.4 
LNC Lincoln National Corporation
-0.89%
-$319.8 
SKY Skyline Champion Corporation
-0.88%
-$3,630.23 
XRT SPDR S&P Retail ETF
-0.88%
-$15.2 
XHE SPDR S&P Health Care Equipment ETF
-0.87%
-$20.54 
PGR Progressive Corporation
-0.87%
-$21,434.64 
HDB HDFC Bank Limited ADR
-0.87%
-$159.18 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$3.45 
MRP Millrose Properties Inc.
-0.85%
-$156 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$6,706.95 
FE FirstEnergy Corp.
-0.82%
-$890 
GILD Gilead Sciences Inc.
-0.81%
-$10,260.13 
PCAR PACCAR Inc.
-0.81%
-$7,165.8 
D Dominion Energy, Inc.
-0.8%
-$35,697.76 
KMB Kimberly-Clark Corporation
-0.8%
-$281.6 
PRVA Privia Health Group, Inc.
-0.8%
-$1,330.19 
ADC Agree Realty Corporation
-0.78%
-$1,679.94 
FOX Fox Corporation Class B Common Stock
-0.76%
-$3,370 
HUM Humana Inc.
-0.76%
-$8,783.63 
PYPL PayPal Holdings Inc
-0.76%
-$706.2 
SUI Sun Communities Inc.
-0.76%
-$2,137.5 
VHT Vanguard Health Care ETF
-0.76%
-$4.68 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$6,244.95 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$14.06 
CVS CVS Health Corporation
-0.75%
-$20,434.14 
SPGI S&P Global Inc.
-0.74%
-$607.86 
ED Consolidated Edison, Inc.
-0.74%
-$526.5 
MA Mastercard Incorporated
-0.74%
-$16,383.77 
GSK GSK plc Sponsored ADR
-0.73%
-$5,248.94 
BLK BlackRock, Inc.
-0.73%
-$28,751.9 
STAG Stag Industrial Inc.
-0.73%
-$1,680 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$808.8 
SSP The E.W. Scripps Company
-0.71%
-$400 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$6,598.67 
DASH DoorDash, Inc.
-0.69%
-$709.66 
MLI Mueller Industries Inc.
-0.67%
-$8,370 
DUK Duke Energy Corporation
-0.67%
-$117.6 
MCHPP MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A
-0.67%
-$3,930.2 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$3,283.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$8,799.27 
IHF iShares U.S. Healthcare Providers ETF
-0.65%
-$40.7 
WPC W. P. Carey Inc.
-0.65%
-$461.28 
AMGN Amgen Inc.
-0.64%
-$3,732.42 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$68,117.49 
BE Bloom Energy Corporation
-0.63%
-$4,357.06 
GS The Goldman Sachs Group, Inc.
-0.63%
-$19,964.85 
AMT American Tower Corporation
-0.63%
-$357.5 
HAS Hasbro Inc.
-0.62%
-$849.6 
EFA iShares MSCI EAFE ETF
-0.62%
-$24,754.62 
EME EMCOR Group, Inc.
-0.62%
-$938.6 
PM Philip Morris International Inc.
-0.61%
-$26,445.94 
DHR Danaher Corporation
-0.61%
-$238 
ATEX Anterix Inc.
-0.6%
-$3,360.02 
ROST Ross Stores, Inc.
-0.59%
-$16,312.53 
DAR Darling Ingredients Inc.
-0.59%
-$4,449.24 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$18.56 
CARY Angel Oak Income ETF
-0.59%
-$15,955.16 
AVTR Avantor Inc.
-0.58%
-$2,504 
WEC WEC Energy Group Inc.
-0.57%
-$77.49 
VLTO Veralto Corporation
-0.57%
-$553.5 
SBUX Starbucks Corporation
-0.57%
-$20,223.6 
STRT Strattec Security Corporation
-0.57%
-$5,150 
ULS Ul Solutions Inc.
-0.56%
-$8,510.32 
FNY First Trust Mid Cap Growth Fund
-0.55%
-$228 
DGX Quest Diagnostics Inc.
-0.55%
-$2,073.04 
WAB Wabtec Corporation
-0.55%
-$41.6 
VNQ Vanguard Real Estate ETF
-0.54%
-$6.48 
COF Capital One Financial Corporation
-0.54%
-$2,994.51 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.53%
-$10 
LLY Eli Lilly and Company
-0.53%
-$44,270.86 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$61,897.64 
CGIC Capital Group International Core Equity ETF
-0.53%
-$6.65 
NLOP Net Lease Office Properties.
-0.51%
-$3.84 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$10.58 
SBAC SBA Communications Corporation
-0.51%
-$3,058.97 
WELL Welltower Inc.
-0.51%
-$988.89 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$5.32 
TSAT Telesat Corporation
-0.48%
-$807.48 
DAN Dana Inc.
-0.48%
-$909.99 
CHE Chemed Corporation
-0.47%
-$2,085.32 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$5,189.76 
IWM iShares Russell 2000 ETF
-0.47%
-$17,752.95 
FNB F.N.B. Corporation
-0.47%
-$1,083.24 
MGNI Magnite, Inc.
-0.46%
-$450 
SPG Simon Property Group, Inc.
-0.46%
-$589.57 
CF CF Industries Holdings, Inc.
-0.46%
-$594.5 
JIVE JPMorgan International Value ETF
-0.46%
-$22,275 
PEP PepsiCo, Inc.
-0.46%
-$1,690.24 
CPB The Campbell's Company
-0.45%
-$100 
DVY iShares Select Dividend ETF
-0.45%
-$12.96 
SPPP Sprott Physical Platinum and Palladium Trust
-0.45%
-$530.94 
VGK Vanguard FTSE Europe ETF
-0.44%
-$10 
CCK Crown Holdings Inc.
-0.44%
-$302.64 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$27.6 
TRV The Travelers Companies, Inc.
-0.43%
-$3,235.55 
TEL TE Connectivity plc
-0.43%
-$13,411.41 
QSR Restaurant Brands International Inc.
-0.43%
-$6,791.1 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$8,440.09 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$6 
HD The Home Depot, Inc.
-0.42%
-$4,414.7 
MELI MercadoLibre, Inc.
-0.41%
-$93.36 
ABCB Ameris Bancorp
-0.41%
-$896.4 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$5,403.57 
FDFF Fidelity Disruptive Finance ETF
-0.41%
-$11.39 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$836 
MBB iShares MBS ETF
-0.4%
-$2,913.38 
SPCE Virgin Galactic Holdings Inc.
-0.39%
-$69.06 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$6.76 
HLMN Hillman Solutions Corp.
-0.38%
-$1,024.47 
VGT Vanguard Information Technology ETF
-0.38%
-$82.56 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.38%
-$18,063.3 
AXP American Express Company
-0.38%
-$20,793.55 
ENSG The Ensign Group, Inc.
-0.37%
-$636.5 
FDX FedEx Corporation
-0.37%
-$3,791.55 
MDT Medtronic plc
-0.37%
-$773.76 
GPC Genuine Parts Company
-0.37%
-$5,183.28 
RSG Republic Services, Inc.
-0.37%
-$11,755.38 
KVUE Kenvue Inc.
-0.36%
-$0.7 
TMUS T-Mobile US, Inc.
-0.36%
-$1,581.27 
XTN SPDR S&P Transportation ETF
-0.36%
-$5.46 
DG Dollar General Corporation
-0.35%
-$373.5 
FDVV Fidelity High Dividend ETF
-0.35%
-$16.94 
BF-B Brown-Forman Corporation
-0.35%
-$12.6 
ELAN Elanco Animal Health Incorporated
-0.34%
-$4,302.99 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$7.65 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-0.34%
-$18.9 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$9,185.6 
CR Crane NXT Co.
-0.34%
-$9,734.13 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$18,938.85 
JMIA Jumia Technologies AG
-0.34%
-$238.42 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$10.44 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$3 
LXP LXP Industrial Trust
-0.33%
-$332.8 
CL Colgate-Palmolive Company
-0.33%
-$1,100.7 
IFF International Flavors & Fragrances Inc.
-0.33%
-$2,509 
VXF Vanguard Extended Market ETF
-0.3%
-$4.26 
HOMB Home BancShares Inc.
-0.29%
-$642.6 
MTB M&T Bank Corporation
-0.29%
-$639.01 
ENR Energizer Holdings Inc.
-0.28%
-$120 
LCII LCI Industries Inc.
-0.28%
-$439.06 
SDY SPDR S&P Dividend ETF
-0.28%
-$7.92 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,689.92 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$5,775.9 
KIE SPDR S&P Insurance ETF
-0.28%
-$4.32 
CCI Crown Castle Inc.
-0.27%
-$2,643.27 
AMSC American Superconductor Corporation
-0.27%
-$1,301.28 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2.76 
VTV Vanguard Value ETF
-0.27%
-$22.42 
EXP Eagle Materials Inc.
-0.26%
-$452.52 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$3.6 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$5.13 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,564.25 
VCRB Vanguard Core Bond ETF
-0.25%
-$54,509.57 
BX Blackstone Inc.
-0.25%
-$275.85 
MFC Manulife Financial Corporation
-0.25%
-$150.48 
FISV Fiserv, Inc.
-0.24%
-$1,732.25 
COST Costco Wholesale Corporation
-0.24%
-$8,657.05 
SXT Sensient Technologies Corporation
-0.23%
-$870 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$8.64 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$18.62 
VB Vanguard Small-Cap ETF
-0.22%
-$37.62 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$7.75 
EPC Edgewell Personal Care Co.
-0.22%
-$408 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$5,149.8 
PFG Principal Financial Group, Inc.
-0.22%
-$769.25 
SBGI Sinclair, Inc.
-0.22%
-$240 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$952.19 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$9.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$7,469.64 
IXN iShares Global Tech ETF
-0.21%
-$4.76 
HY Hyster-Yale Materials Handling, Inc.
-0.21%
-$70 
KR Kroger Co.
-0.21%
-$933.6 
CE Celanese Corporation
-0.2%
-$405 
PODD Insulet Corporation
-0.2%
-$153.44 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$1.9 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$11.52 
NFG National Fuel Gas Company
-0.19%
-$2,592 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,851.26 
BKNG Booking Holdings Inc.
-0.18%
-$5,548.11 
NTRS Northern Trust Corporation
-0.17%
-$1,407.96 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$5,193.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$7,770.12 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$255.6 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$1,648.29 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-0.16%
-$377.75 
GOOD Gladstone Commercial Corporation
-0.16%
-$93.4 
FNCL Fidelity MSCI Financials Index ETF
-0.16%
-$3.77 
FITB Fifth Third Bancorp
-0.16%
-$216 
ISCG iShares Morningstar Small-Cap Growth ETF
-0.16%
-$4.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$9,405.6 
FUL H.B. Fuller Co.
-0.14%
-$80 
IXG iShares Global Financials ETF
-0.14%
-$7.98 
VFVA Vanguard U.S. Value Factor Fund
-0.14%
-$1.32 
TPR Tapestry Inc.
-0.14%
-$485.73 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$70.59 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$4,002.4 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$2.47 
ICVT iShares Convertible Bond ETF
-0.13%
-$6,253.5 
PDFS Pdf Solutions Inc.
-0.13%
-$760.26 
BBDC Barings BDC Inc.
-0.12%
-$166.99 
KTB Kontoor Brands Inc.
-0.12%
-$24.8 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.12%
-$756.36 
STZ Constellation Brands, Inc.
-0.12%
-$6.3 
EZU iShares MSCI Eurozone ETF
-0.12%
-$1.44 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$0.12 
CFG Citizens Financial Group, Inc.
-0.11%
-$13.84 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,076.8 
TIP iShares TIPS Bond ETF
-0.1%
-$0.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,346.5 
VIK Viking Holdings Ltd
-0.1%
-$1,217.5 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.09%
-$2.7 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$1.44 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$724.84 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$2.6 
BINC iShares Flexible Income Active ETF
-0.08%
-$4,957.16 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2,271.06 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$0.6 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$6.24 
NPK National Presto Industries Inc.
-0.07%
-$80 
SOMN Southern Company
-0.06%
-$214.8 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$209.88 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$191.72 
V Visa Inc. Class A
-0.04%
-$1,764.43 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1.08 
KALU Kaiser Aluminum Corporation
-0.03%
-$160.36 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$43.16 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$1.83 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.02%
-$41.6 
TGT Target Corporation
-0.01%
-$16.88 
UBER Uber Technologies, Inc.
-0.01%
-$411.87 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$29.21 
VFMF Vanguard U.S. Multifactor ETF
-0.01%
-$0.22 Events
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Dividends
Dividend Analysis
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No Data
| Trades 5301 | Longs Won 3355/5301 63% | Profit Factor 5.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $365,876.37 |
| Average Win $96,581.2 | Best Trade (Aug 14) $13.49M | Sharpe Ratio -12.56 |
| Average Loss -$31,628.46 | Worst Trade (Aug 21) -$905,969.97 | Z-Score 2.25 (97.58%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $49,515.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0080 008073AA6 | 180,000 | $195,300 | $195,300 | - | - | - | 0.0 |
| 0082 00827BAB2 | 182,000 | $150,423 | $150,423 | - | - | - | 0.0 |
| 0082 00827BAD8 | 268,000 | $250,791.99 | $250,791.99 | - | - | - | 0.0 |
| 0204 02043QAB3 | 224,000 | $251,699.7 | $241,360.4 | - | -$10,339.3 | -4.11% | 0.0 |
| 0208 02081GAD4 | 318,000 | $302,895 | $302,895 | - | - | - | 0.0 |
| 0381 038169AB4 | 46,000 | $183,147 | $183,147 | - | - | - | 0.0 |
| 0428 04280AAC4 | 342,000 | $408,242.01 | $408,242.01 | - | - | - | 0.0 |
| 1080 10806XAJ1 | 236,000 | $396,952 | $396,952 | - | - | - | 0.0 |
| 1220 122017AD8 | 189,000 | $275,929.59 | $282,744 | - | $6,814.41 | 2.47% | 0.0 |
| 1630 163072AC5 | 132,000 | $167,970 | $167,970 | - | - | - | 0.0 |
| 1845 18452BAC4 | 365,000 | $472,493.01 | $472,493.01 | - | - | - | 0.0 |
| 1891 18915MAC1 | 423,000 | $424,692 | $424,692 | - | - | - | 0.0 |
| 1924 19240QAA0 | 230,000 | $281,520 | $281,520 | - | - | - | 0.0 |
| 1926 19260QAF4 | 386,000 | $503,923 | $503,923 | - | - | - | 0.0 |
| 2380 23804LAD5 | 288,000 | $278,352 | $278,352 | - | - | - | 0.0 |
| 3434 343412AJ1 | 351,000 | $461,546 | $460,512 | - | -$1,034 | -0.22% | 0.0 |
| 3580 358039AB1 | 205,000 | $235,422 | $235,422 | - | - | - | 0.0 |
| 3794 37940XAU6 | 133,000 | $118,769 | $118,769 | - | - | - | 0.0 |
| 3873 387328AF4 | 295,000 | $451,203 | $451,203 | - | - | - | 0.0 |
| 4063 40637HAF6 | 317,000 | $387,305.93 | $376,437.85 | - | -$10,868.08 | -2.81% | 0.0 |
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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 Cathy Yasui?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $3.61M, iShares Core S&P 500 ETF - $3.32M, 958102AT2 - $2.79M, NVIDIA Corporation - $2.48M, and AppLovin Corporation Class A Common Stock - $2.4M. 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: Salesforce Inc - $1.18M, Merck & Co., Inc - $1.1M, Copart Inc - $838,914.68, Intuit Inc - $694,547.97, and Adobe Inc - $657,472.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cathy Yasui's portfolio generate?
The portfolio generates substantial dividend income, with a total of $29.67M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.64M, iShares Core Universal USD Bond ETF - $1.27M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $799,332.98, iShares Core MSCI EAFE ETF - $660,040.11, and SPDR S&P 500 ETF Trust - $616,995.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cathy Yasui's monthly returns?
Cathy Yasui's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Cathy Yasui's strategy be considered aggressive or moderate?
Cathy Yasui's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Cathy Yasui's strategy?
Cathy Yasui's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
