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:
35.06%
Gain -1.25%
Monthly
0.99%
Yearly
12.53%
Drawdown
14.29%
$939.01M
Equity
Holdings
$939.01M
Investment
$776.28M
$251.93M
Profit -$11.05M
Realized
$89.21M
Unrealized
$162.73M
Dividends
$31.86M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.25%
Profit
-$11.05M
Win %
66%
This Week
Compared To Last Week
Gain
-2.17%
Profit
-$20.91M
Win %
66%
This Month
Compared to last month
Gain
-0.6%
Profit
-$5.72M
Win %
66%
This Year
Compared to last year
Gain
-1.26%
Profit
-$11.59M
Win %
66%
ENR Energizer Holdings Inc.
+40.18%
+$20,000 
CNHI CNH Industrial N.V.
+37.96%
+$120,750 
KKRDP KKR & Co. Inc. 6.25% Preferred Stock
+33.27%
+$143,233 
ALOY Blackboxstocks Inc.
+8.08%
+$21,398.04 
KMI Kinder Morgan, Inc.
+3.85%
+$922.18 
DNOW Dnow Inc.
+3.79%
+$17,911.11 
NOC Northrop Grumman Corporation
+3.73%
+$73,827.09 
RTX RTX Corporation
+3.54%
+$128,558.12 
LMT Lockheed Martin Corporation
+3.33%
+$867.79 
COP ConocoPhillips
+3.27%
+$39,424.45 
MGY Magnolia Oil & Gas Corp.
+3.02%
+$8,458.2 
OXY Occidental Petroleum Corporation
+2.88%
+$33,489.75 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$104.6 
PM Philip Morris International Inc.
+2.64%
+$108,892.03 
WEC WEC Energy Group Inc.
+2.58%
+$337.02 
CVX Chevron Corporation
+2.51%
+$105,266.42 
SLB Schlumberger Limited
+2.46%
+$1,190 
HONA Honeywell Aerospace Inc.
+2.42%
+$11,032 
EXC Exelon Corporation
+2.4%
+$1,333.14 
LHX L3Harris Technologies, Inc.
+2.4%
+$4,616 
ED Consolidated Edison, Inc.
+2.36%
+$1,683.5 
XLE Energy Select Sector SPDR Fund
+2.35%
+$3.13 
PEP PepsiCo, Inc.
+2.32%
+$1,358.88 
BKR Baker Hughes Company
+2.3%
+$14,618.75 
VDE Vanguard Energy ETF
+2.25%
+$4.17 
NEM Newmont Corporation
+2.23%
+$19,195.2 
AEP American Electric Power Company, Inc.
+2.22%
+$5,578.87 
INVX Innovex International Inc.
+2.19%
+$900 
YETI FNCL Series 2007 Other Floating Rate Instrument
+2.19%
+$5,299.2 
DUK Duke Energy Corporation
+2.16%
+$359.8 
GSM Ferroglobe PLC
+2.16%
+$4,168.65 
AMT American Tower Corporation
+2.15%
+$1,264.25 
CINF Cincinnati Financial Corporation
+2.08%
+$37,973.76 
WMB The Williams Companies, Inc.
+2.08%
+$18,908.64 
ATO Atmos Energy Corporation
+2.04%
+$2,124.07 
HAL Halliburton Company
+2.04%
+$2,546 
FDXF FedEx Freight Holding Company Inc.
+2.03%
+$4,928 
SOMN Southern Company
+2%
+$6,730.42 
GD General Dynamics Corporation
+1.97%
+$3,524.5 
PPL PPL Corporation
+1.97%
+$917.32 
NFG National Fuel Gas Company
+1.95%
+$24,786 
PGR Progressive Corporation
+1.91%
+$47,133.16 
DKS Dick's Sporting Goods, Inc.
+1.85%
+$1,905.3 
VTRS Viatris Inc.
+1.81%
+$105.93 
SWX Southwest Gas Holdings Inc.
+1.81%
+$13,416 
MDLZ Mondelez International, Inc.
+1.75%
+$9,070.95 
CB Chubb Limited
+1.75%
+$32,222.91 
DAN Dana Inc.
+1.72%
+$3,430 
POST Post Holdings Inc.
+1.7%
+$1,380.75 
OII Oceaneering International, Inc.
+1.67%
+$15,621.14 
KO The Coca-Cola Company
+1.66%
+$18,994.95 
MO Altria Group, Inc.
+1.66%
+$43,837.85 
SBAC SBA Communications Corporation
+1.63%
+$10,275 
HLN Haleon Plc - ADR
+1.61%
+$6,793.6 
AON Aon plc
+1.6%
+$7,221.39 
FXU First Trust Utilities AlphaDEX Fund
+1.54%
+$26.98 
TJX The TJX Companies, Inc.
+1.51%
+$34,245.03 
WTW Willis Towers Watson Public Limited Company
+1.51%
+$6,895.64 
MSI Motorola Solutions, Inc.
+1.5%
+$20,442.77 
WMG Warner Music Group Corp.
+1.5%
+$1,817 
ACN Accenture plc Class A
+1.48%
+$202.52 
PG Procter & Gamble Co
+1.41%
+$7,672.75 
BUD Anheuser-Busch InBev S.A. ADR
+1.4%
+$9,467.7 
KHC The Kraft Heinz Company
+1.4%
+$775.45 
CE Celanese Corporation
+1.39%
+$2,902.5 
TRV The Travelers Companies, Inc.
+1.39%
+$4,782.67 
ICE Intercontinental Exchange, Inc.
+1.34%
+$25,416.68 
KR Kroger Co.
+1.32%
+$2,236.85 
AJG Arthur J. Gallagher & Co.
+1.31%
+$20,280.18 
GPOR Gulfport Energy Corporation
+1.27%
+$1,996.8 
HLMN Hillman Solutions Corp.
+1.24%
+$3,346.11 
IQI Invesco Quality Municipal Income Trust
+1.24%
+$104.94 
TAP Molson Coors Beverage Company
+1.23%
+$3,301.45 
D Dominion Energy, Inc.
+1.23%
+$48,295.17 
ES Eversource Energy
+1.22%
+$7,359.31 
GSK GSK plc Sponsored ADR
+1.21%
+$7,473.2 
COF Capital One Financial Corporation
+1.19%
+$6,254 
KMB Kimberly-Clark Corporation
+1.15%
+$384 
NEE NextEra Energy, Inc.
+1.13%
+$601.44 
OTIS Otis Worldwide Corporation
+1.11%
+$183.3 
COST Costco Wholesale Corporation
+1.1%
+$34,261.09 
MRP Millrose Properties Inc.
+1.08%
+$156 
AN AutoNation Inc.
+1.08%
+$2,752 
HOMB Home BancShares Inc.
+1.06%
+$1,958.1 
HST Host Hotels & Resorts Inc.
+1.05%
+$714 
WCN Waste Connections Inc.
+1.04%
+$1,487.81 
DEO Diageo plc Sponsored ADR
+1.02%
+$1,056 
WM Waste Management, Inc.
+1.02%
+$9,021.96 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$56,880.61 
WPC W. P. Carey Inc.
+1%
+$619.85 
BF-B Brown-Forman Corporation
+1%
+$35.91 
NPK National Presto Industries Inc.
+0.99%
+$1,167.99 
TMUS T-Mobile US, Inc.
+0.97%
+$3,840.3 
QSR Restaurant Brands International Inc.
+0.97%
+$15,279.84 
RHP Ryman Hospitality Properties, Inc.
+0.94%
+$11,850 
ITA iShares U.S. Aerospace & Defense ETF
+0.94%
+$1,272.64 
JNJ Johnson & Johnson
+0.93%
+$35,690.28 
SPG Simon Property Group, Inc.
+0.93%
+$1,041.39 
CI The Cigna Group
+0.91%
+$11,244.87 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+0.91%
+$1,722.35 
FAST Fastenal Co.
+0.9%
+$21,799.05 
DRI Darden Restaurants, Inc.
+0.9%
+$1,006.77 
EXLS ExlService Holdings Inc.
+0.88%
+$4,058.26 
MET MetLife Inc.
+0.88%
+$8,848.4 
MFC Manulife Financial Corporation
+0.87%
+$519.84 
LIN Linde plc
+0.86%
+$1,028.5 
HDB HDFC Bank Limited ADR
+0.85%
+$151.6 
FCNCA First Citizens BancShares, Inc.
+0.85%
+$2,218.13 
KIE SPDR S&P Insurance ETF
+0.84%
+$12.48 
HLT Hilton Worldwide Holdings Inc.
+0.84%
+$8,999.97 
JPM JPMorgan Chase & Co.
+0.83%
+$32,526 
ROK Rockwell Automation, Inc.
+0.82%
+$26,521.09 
BLK BlackRock, Inc.
+0.82%
+$30,329.68 
TV Grupo Televisa S.A.B. Sponsored ADR
+0.82%
+$300 
F Ford Motor Company
+0.81%
+$1,803.3 
ADP Automatic Data Processing Inc.
+0.8%
+$2,959.79 
SPGI S&P Global Inc.
+0.79%
+$663.3 
KNF Knife River Corporation
+0.78%
+$2,837.64 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.77%
+$19,000 
HWM Howmet Aerospace Inc.
+0.76%
+$13,830.94 
ABBV AbbVie Inc.
+0.75%
+$9,227.2 
VSNT Versant Media Group, Inc.
+0.75%
+$1,732.89 
VZ Verizon Communications Inc.
+0.74%
+$3,334.65 
ZBH Zimmer Biomet Holdings, Inc.
+0.74%
+$6,947.5 
CXT Crane NXT Co.
+0.74%
+$640 
PNC The PNC Financial Services Group, Inc.
+0.73%
+$5,631.6 
XIFR Xplr Infrastructure Partners L.P.
+0.71%
+$1,855 
CPF Central Pacific Financial Corp.
+0.71%
+$260.87 
YUMC Yum China Holdings Inc.
+0.7%
+$51.66 
GE General Electric Company
+0.7%
+$18,612.81 
LOW Lowe's Companies Inc.
+0.69%
+$14,539.76 
DVY iShares Select Dividend ETF
+0.69%
+$19.62 
WMT Walmart Inc.
+0.66%
+$14,534.52 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.66%
+$14.55 
APD Air Products and Chemicals, Inc.
+0.66%
+$25,076.11 
DAR Darling Ingredients Inc.
+0.66%
+$4,943.6 
SMG Scotts Miracle-Gro Co.
+0.65%
+$315 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$20.24 
WFC Wells Fargo & Company
+0.64%
+$13,916.74 
TXT Textron Inc.
+0.64%
+$11,976 
ADC Agree Realty Corporation
+0.62%
+$1,383.61 
DOW Dow Inc.
+0.59%
+$12.95 
MCK McKesson Corporation
+0.59%
+$20,192.77 
WHD Cactus Inc.
+0.58%
+$842.06 
VICI Vici Properties Inc.
+0.57%
+$202.5 
C Citigroup Inc.
+0.57%
+$564 
SDY SPDR S&P Dividend ETF
+0.56%
+$15.66 
GLPI Gaming and Leisure Properties, Inc.
+0.56%
+$925.53 
MWA Mueller Water Products Inc.
+0.55%
+$2,100 
AAP Advance Auto Parts Inc.
+0.55%
+$792 
AEG Aegon N.V.
+0.54%
+$499.5 
MRK Merck & Co., Inc.
+0.54%
+$11,154.85 
RS Reliance Inc.
+0.54%
+$770 
AAPL Apple Inc.
+0.53%
+$164,831.27 
TRU TransUnion
+0.53%
+$2,671.5 
NSC Norfolk Southern Corporation
+0.52%
+$21,976.03 
FISV Fiserv, Inc.
+0.52%
+$3,264.62 
DFNL Davis Select Financial ETF
+0.51%
+$20 
JBSS John B. Sanfilippo & Son, Inc.
+0.5%
+$1,056 
BSX Boston Scientific Corporation
+0.5%
+$1,037.74 
RSG Republic Services, Inc.
+0.49%
+$16,879.67 
ORLY O'Reilly Automotive Inc.
+0.49%
+$9,356.8 
DINO HF Sinclair Corporation
+0.48%
+$738.1 
AQN Algonquin Power & Utilities Corp.
+0.48%
+$125 
V Visa Inc. Class A
+0.47%
+$22,894.41 
BA Boeing Company
+0.46%
+$9,347.34 
WTS Watts Water Technologies Inc.
+0.45%
+$5,920.05 
STAG Stag Industrial Inc.
+0.43%
+$990.45 
CPB The Campbell's Company
+0.43%
+$85 
SBUX Starbucks Corporation
+0.41%
+$11,898 
NLOP Net Lease Office Properties.
+0.41%
+$2.56 
PAYX Paychex Inc.
+0.41%
+$6,405.49 
LLY Eli Lilly and Company
+0.41%
+$34,717.4 
XYL Xylem Inc.
+0.39%
+$3,462.75 
REZ iShares Residential and Multisector Real Estate ETF
+0.39%
+$10.15 
TILE Interface Inc.
+0.38%
+$2,384.91 
GPC Genuine Parts Company
+0.37%
+$5,634.11 
FTDR Frontdoor, Inc.
+0.37%
+$868.84 
HXL Hexcel Corporation
+0.37%
+$611.49 
CDP COPT Defense Properties
+0.36%
+$701.16 
WOR Worthington Enterprises Inc.
+0.36%
+$835.36 
FNB F.N.B. Corporation
+0.35%
+$652.56 
PFE Pfizer Inc.
+0.34%
+$2,329.1 
GIS General Mills, Inc.
+0.34%
+$1,240.8 
HD The Home Depot, Inc.
+0.33%
+$676.71 
XLRE The Real Estate Select Sector SPDR Fund
+0.32%
+$6.21 
ROST Ross Stores, Inc.
+0.32%
+$6,540.35 
AIR AAR Corp.
+0.32%
+$2,492.4 
FMAT Fidelity MSCI Materials Index ETF
+0.31%
+$13.3 
TDW Tidewater Inc.
+0.3%
+$807.84 
AVTR Avantor Inc.
+0.28%
+$1,408.5 
CMCSA Comcast Corp
+0.28%
+$3,183.6 
VNQ Vanguard Real Estate ETF
+0.25%
+$2.76 
FBIN Fortune Brands Innovations Inc.
+0.25%
+$455 
FLO Flowers Foods, Inc.
+0.24%
+$375 
HAS Hasbro Inc.
+0.24%
+$345.6 
EPAC Enerpac Tool Group Corp.
+0.23%
+$679.76 
CTAS Cintas Corporation
+0.22%
+$1,457.75 
DGRO iShares Core Dividend Growth ETF
+0.22%
+$2,078.59 
KTB Kontoor Brands Inc.
+0.21%
+$37.2 
CACI Caci International Inc.
+0.2%
+$468.72 
CARR Carrier Global Corporation
+0.18%
+$1,024.5 
DG Dollar General Corporation
+0.18%
+$199.2 
SXT Sensient Technologies Corporation
+0.17%
+$690 
PNR Pentair plc
+0.17%
+$7.47 
FNDF Schwab Fundamental International Large Company Index ETF
+0.17%
+$5.22 
CCK Crown Holdings Inc.
+0.17%
+$110.58 
MCD McDonald's Corporation
+0.17%
+$1,168.4 
ABT Abbott Laboratories
+0.16%
+$234.6 
PH Parker-Hannifin Corporation
+0.16%
+$146.47 
FITB Fifth Third Bancorp
+0.15%
+$180 
EFV iShares MSCI EAFE Value ETF
+0.14%
+$17,299.1 
VCRB Vanguard Core Bond ETF
+0.14%
+$32,715.8 
BNY BlackRock New York Municipal Income Trust
+0.14%
+$6,554 
IEI iShares 3-7 Year Treasury Bond ETF
+0.13%
+$3,627.18 
DBRG DigitalBridge Group Inc.
+0.12%
+$100 
VOE Vanguard Mid-Cap Value ETF
+0.12%
+$4.59 
RBIL U.S. Treasury Ultra Short TIPs Fund
+0.12%
+$251.68 
WELL Welltower Inc.
+0.11%
+$216.06 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$3,247.68 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$233.6 
THD iShares MSCI Thailand ETF
+0.1%
+$0.14 
TPR Tapestry Inc.
+0.09%
+$254.43 
IEF iShares 7-10 Year Treasury Bond ETF
+0.09%
+$1,745.2 
DCO Ducommun Inc.
+0.09%
+$225 
VLO Valero Energy Corporation
+0.08%
+$235.29 
TOK iShares MSCI Kokusai ETF
+0.07%
+$2.02 
VTEB Vanguard Tax-Exempt Bond ETF
+0.07%
+$942.55 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.07%
+$367.29 
MGV Vanguard Mega Cap Value ETF
+0.07%
+$5.94 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$2.34 
MATW Matthews International Corporation
+0.05%
+$67 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.05%
+$0.91 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$4.58 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.04%
+$381.12 
FNCL Fidelity MSCI Financials Index ETF
+0.04%
+$0.87 
OGN Organon & Co.
+0.04%
+$0.16 
LXP LXP Industrial Trust
+0.03%
+$33.28 
VTV Vanguard Value ETF
+0.03%
+$2.28 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.02%
+$0.2 
IFF International Flavors & Fragrances Inc.
+0.02%
+$190.8 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$1.82 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$435.85 
MSGNF Man Sang International Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
NEEXU NextEra Energy, Inc.
0%
$0 
GLBAV GCI Liberty, Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 7695
76954AAD5
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 ARES
ARESPRB
0%
$0 9581
958102AT2
0%
$0 6533
65339KCY4
0%
$0 7020
70202LAD4
0%
$0 1926
19260QAF4
0%
$0 3873
387328AF4
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 5949
594972AL5
0%
$0 5949
594972AN1
0%
$0 0080
008073AA6
0%
$0 0381
038169AB4
0%
$0 5530
55306NAB0
0%
$0 6705
67059NAK4
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 
MFPVV Midera Food Processing, Inc. When-Issued Common Stock
0%
$0 3379
337932AV9
0%
$0 0188
018802AE8
0%
$0 0097
00971TAQ4
0%
$0 6288
62886HBT7
0%
$0 1510
15102KAB6
0%
$0 2978
29786AAQ9
0%
$0 5898
589889AB0
0%
$0 7615
76155XAA8
0%
$0 2580
25809KAB1
0%
$0 8942
89422GAB3
0%
$0 7811
781154AD1
0%
$0 1891
18915MAF4
0%
$0 2324
23248VAD7
0%
$0 8298
82982TAA4
0%
$0 3804
38046YAD3
0%
$0 
USM U.S. Cellular Corporation
-48.1%
-$728,394 
HEWPP HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF
-45.78%
-$477,344.23 
ALBCL Albemarle Corp.
-19.04%
-$145,349.56 
NBIS Nebius Group N.V.
-12.96%
-$80,650.64 
IDX VanEck Indonesia Index ETF
-12.72%
-$1.31 
OKTA Okta Inc.
-11.19%
-$86,241.3 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
-11.1%
-$195,602.45 
TWLO Twilio Inc.
-11.08%
-$137,153.07 
FCEL FuelCell Energy, Inc.
-9.94%
-$47,552.4 
SMCI Super Micro Computer Inc
-9.75%
-$3,420 
ICHR Ichor Holdings Ltd.
-9.41%
-$58,325.54 
SMCIP Super Micro Computer, Inc. 7.00% Mandatory Convertible Preferred Stock due 2029
-9.09%
-$67,912.6 
SNOW Snowflake Inc.
-8.71%
-$82,899.62 
AMPX Amprius Technologies Inc.
-8.63%
-$5,074.27 
FLEX Flex Ltd.
-8.3%
-$56,333.93 
BUR Burford Capital Limited
-8.05%
-$10,908.19 
TMDX TransMedics Group Inc.
-8.04%
-$51,764.55 
PANW Palo Alto Networks, Inc.
-7.77%
-$23,887.39 
PLTR Palantir Technologies Inc.
-7.63%
-$149,832.9 
CRWD CrowdStrike Holdings, Inc.
-7.57%
-$80,333.44 
STX Seagate Technology Holdings plc
-7.54%
-$123,998 
COHR Coherent Corp.
-7.51%
-$34,497.08 
FTNT Fortinet Inc.
-7.36%
-$37,464 
PDYN Palladyne AI Corp
-7.25%
-$435.42 
PENG Penguin Solutions, Inc.
-7.19%
-$96,369.2 
NET Cloudflare Inc.
-7.15%
-$86,460.68 
BE Bloom Energy Corporation
-7.11%
-$81,621.88 
RBRK Rubrik, Inc.
-7%
-$49,061.3 
CIEN Ciena Corporation
-6.95%
-$32,759.16 
CVLT Commvault Systems Inc.
-6.88%
-$12,209.04 
SNDK SanDisk Corporation
-6.77%
-$67,157.48 
INTC Intel Corporation
-6.33%
-$69,375.44 
QLYS Qualys, Inc.
-6.18%
-$16,905.09 
HOOD Robinhood Markets, Inc.
-6.07%
-$38,024.06 
AMD Advanced Micro Devices, Inc.
-5.94%
-$512,261.45 
RNG RingCentral Inc.
-5.92%
-$9,876.24 
VPG Vishay Precision Group Inc.
-5.84%
-$18,460.63 
SHOP Shopify Inc.
-5.83%
-$241,916.28 
ZETA Zeta Global Holdings Corp.
-5.72%
-$55,816.32 
HPE Hewlett Packard Enterprise Company
-5.71%
-$16,750 
MU Micron Technology, Inc.
-5.69%
-$263,494.36 
SSP The E.W. Scripps Company
-5.65%
-$3,200 
PDFS Pdf Solutions Inc.
-5.6%
-$32,545.59 
AEIS Advanced Energy Industries Inc.
-5.59%
-$12,130.3 
ACLS Axcelis Technologies, Inc.
-5.56%
-$35,600.96 
LITE Lumentum Holdings Inc.
-5.44%
-$101,402.24 
AESI Atlas Energy Solutions Inc.
-5.43%
-$17,064.32 
SPCE Virgin Galactic Holdings Inc.
-5.43%
-$966.84 
GHM Graham Corporation
-5.42%
-$3,860 
SKYY First Trust Cloud Computing ETF
-5.28%
-$343.2 
MRVL Marvell Technology, Inc.
-5.26%
-$25,887.62 
FDTX Fidelity Disruptive Technology ETF
-5.2%
-$206.61 
VECO Veeco Instruments Inc.
-5.17%
-$33,507.25 
KLIC Kulicke & Soffa Industries, Inc.
-5.14%
-$12,848.44 
TEAM Atlassian Corporation Class A
-5.12%
-$9,054.65 
TER Teradyne, Inc.
-5.11%
-$6,398.45 
IGV iShares Expanded Tech-Software Sector ETF
-5.1%
-$368.94 
AMCX AMC Networks Inc.
-5.08%
-$1,375 
BAI iShares A.I. Innovation and Tech Active ETF
-4.99%
-$312,912.72 
AMSC American Superconductor Corporation
-4.87%
-$23,904.88 
MGNI Magnite, Inc.
-4.86%
-$4,760 
LEE Lee Enterprises, Incorporated
-4.83%
-$1,625 
NOW ServiceNow, Inc.
-4.83%
-$137,169.46 
LRCX Lam Research Corporation
-4.82%
-$42,521.61 
GH Guardant Health Inc.
-4.79%
-$29,457.4 
MNRO Monro, Inc.
-4.77%
-$2,740 
GLW Corning Incorporated
-4.74%
-$269,287.59 
AMAT Applied Materials, Inc.
-4.72%
-$145,591.67 
DCH Dauch Corporation
-4.71%
-$9,024.24 
JMIA Jumia Technologies AG
-4.66%
-$3,397.49 
META Meta Platforms Inc Class A
-4.51%
-$238,153.96 
ANET Arista Networks, Inc.
-4.48%
-$119,000.96 
QTEC First Trust NASDAQ-100 Technology Index Fund
-4.42%
-$360.75 
NOK Nokia Corporation Sponsored ADR
-4.39%
-$33,185.88 
NOVT Novanta Inc.
-4.37%
-$24,779.23 
AVGO Broadcom Inc.
-4.34%
-$282,669.5 
IBKR Interactive Brokers Group Inc.
-4.24%
-$33,660.29 
NXT Nextracker Inc.
-4.21%
-$9,409.66 
XSD SPDR S&P Semiconductor ETF
-4.13%
-$119.46 
ONTO Onto Innovation Inc.
-4.1%
-$8,645 
XSW SPDR S&P Software & Services ETF
-4.08%
-$92.18 
SOXX iShares Semiconductor ETF
-4.08%
-$608.28 
ATEX Anterix Inc.
-3.89%
-$19,740 
XNTK SPDR NYSE Technology ETF
-3.89%
-$297.15 
AAON Aaon Inc.
-3.87%
-$3,707.6 
XBI SPDR S&P Biotech ETF
-3.83%
-$183.36 
VRT Vertiv Holdings Co
-3.82%
-$4,926 
DELL Dell Technologies Inc.
-3.8%
-$7,699.72 
DOCU DocuSign Inc.
-3.79%
-$1,084.86 
FDN First Trust Dow Jones Internet Index Fund
-3.75%
-$595.62 
HUM Humana Inc.
-3.69%
-$45,480.18 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
-3.66%
-$22,409.6 
SKY Skyline Champion Corporation
-3.66%
-$15,248.02 
SNX TD Synnex Corporation
-3.64%
-$2,143.68 
BRKR Bruker Corporation
-3.63%
-$20,860.8 
UFOX Defiance Connective Technologies ETF
-3.6%
-$49.64 
MOD Modine Manufacturing Company
-3.58%
-$3,312 
TWIN Twin Disc Inc.
-3.55%
-$9,000 
IETC iShares U.S. Tech Independence Fund
-3.54%
-$387.09 
CVNA Carvana Co.
-3.52%
-$16,667.94 
ROCK Gibraltar Industries Inc.
-3.49%
-$14,024.69 
SPCX Space Exploration Technologies Corp. Class A
-3.48%
-$21,833.7 
IGM iShares Expanded Tech Sector ETF
-3.47%
-$234.52 
MTSI MACOM Technology Solutions Holdings, Inc.
-3.46%
-$19,783.6 
JBL Jabil Inc.
-3.43%
-$6,432.06 
NFLX Netflix, Inc.
-3.35%
-$78,689.46 
SMH VanEck Semiconductor ETF
-3.34%
-$1,681.2 
KOMP SPDR S&P Kensho New Economies Composite ETF
-3.33%
-$95.59 
DAL Delta Air Lines, Inc.
-3.29%
-$51,885.77 
FIX Comfort Systems USA, Inc.
-3.28%
-$34,732.54 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.28%
-$36,996.79 
BRKRP Bruker Corporation 6.375% Mandatory Convertible Preferred Stock, Series A
-3.25%
-$12,706.65 
AFRM Affirm Holdings, Inc.
-3.25%
-$17,885.27 
HLNE Hamilton Lane Inc.
-3.23%
-$5,589 
LBTYA Liberty Global Plc
-3.23%
-$2,730 
SNPS Synopsys, Inc.
-3.23%
-$99,765.63 
MSGE Madison Square Garden Entertainment Corp.
-3.2%
-$10,062.3 
THC Tenet Healthcare Corporation
-3.18%
-$4,730.4 
ZGN Ermenegildo Zegna N.V.
-3.18%
-$18,403.35 
ARGX argenx SE American Depositary Receipt
-3.18%
-$18,385.93 
FMED Fidelity Disruptive Medicine ETF
-3.14%
-$95.06 
KN Knowles Corporation
-3.12%
-$25,546.32 
IXN iShares Global Tech ETF
-3.12%
-$132.3 
REMX VanEck Rare Earth and Strategic Metals ETF
-3.1%
-$2,906.4 
QCOM QUALCOMM Incorporated
-3.1%
-$1,542.87 
MSGS Madison Square Garden Sports Corp.
-3.1%
-$82,698 
MTRN Materion Corporation
-3.09%
-$33,308.04 
XLK State Street Technology Select Sector SPDR ETF
-3.07%
-$139.32 
TSAT Telesat Corporation
-3.04%
-$6,347.69 
TSLA Tesla, Inc.
-3.03%
-$51,246.37 
XYZ Block, Inc.
-3.03%
-$242 
RAL Ralliant Corporation
-3.03%
-$7,394.4 
ROG Rogers Corporation
-3.02%
-$5,200 
IYW iShares U.S. Technology ETF
-3%
-$277,024.17 
VGT Vanguard Information Technology ETF
-2.99%
-$701.76 
WAY Waystar Holding Corp.
-2.96%
-$7,398.1 
ADBE Adobe Inc.
-2.94%
-$7,215 
RDDT Reddit Inc Class A
-2.92%
-$4,124.1 
XTL SPDR S&P Telecom ETF
-2.91%
-$61.71 
TRNS Transcat Inc.
-2.9%
-$9,160.8 
DASH DoorDash, Inc.
-2.9%
-$6,949.6 
DOCS Doximity Inc.
-2.89%
-$4,212.39 
MTUM iShares MSCI USA Momentum Factor ETF
-2.89%
-$844.87 
AIA iShares Asia 50 ETF
-2.88%
-$125.73 
BXMT Blackstone Mortgage Trust Inc
-2.88%
-$930 
HPQ HP Inc.
-2.87%
-$10,974 
GMED Globus Medical Inc.
-2.87%
-$6,908.82 
Q Qnity Electronics Inc.
-2.86%
-$26,662.32 
IBB iShares Biotechnology ETF
-2.85%
-$29.6 
FNY First Trust Mid Cap Growth Fund
-2.81%
-$1,106.2 
MPWR Monolithic Power Systems, Inc.
-2.8%
-$23,025.43 
ETN Eaton Corporation plc
-2.79%
-$69,153.81 
AMBA Ambarella, Inc.
-2.79%
-$1,765 
VBK Vanguard Small-Cap Growth ETF
-2.77%
-$27.82 
ORN Orion Group Holdings Inc.
-2.74%
-$84 
QQQM Invesco NASDAQ 100 ETF
-2.73%
-$391,728.18 
HCA HCA Healthcare Inc.
-2.73%
-$3,835.5 
STM STMicroelectronics N.V.
-2.71%
-$22,408.21 
GOOGM Alphabet Inc.
-2.68%
-$88,527.46 
QQQ Invesco QQQ Trust, Series 1
-2.67%
-$273,456.15 
PNQI Invesco NASDAQ Internet ETF
-2.67%
-$342 
GOOGL Alphabet Inc
-2.65%
-$406,759.5 
FDCF Fidelity Disruptive Communications ETF
-2.65%
-$106.71 
MIR Mirion Technologies, Inc.
-2.64%
-$1,025 
BMRN Biomarin Pharmaceutical Inc.
-2.62%
-$7,864.49 
TTWO Take-Two Interactive Software, Inc.
-2.59%
-$37,573.55 
GOOG Alphabet Inc
-2.58%
-$128,144.21 
MSFT Microsoft Corp.
-2.55%
-$563,000.22 
THRM Gentherm Inc.
-2.55%
-$5,939.4 
FBCG Fidelity Blue Chip Growth Fund
-2.54%
-$318.15 
SCHW Charles Schwab Corporation
-2.52%
-$156,154.56 
EEMA iShares MSCI Emerging Markets Asia ETF
-2.52%
-$22.24 
CGGR Capital Group Growth ETF
-2.5%
-$139.23 
XHS SPDR S&P Health Care Services ETF
-2.48%
-$111.68 
LBTYK Liberty Global plc
-2.48%
-$2,242.5 
ICVT iShares Convertible Bond ETF
-2.43%
-$107,813.84 
MGK Vanguard Mega Cap Growth ETF
-2.41%
-$255.3 
ZBRA Zebra Technologies Corporation
-2.4%
-$1,810 
ONEQ Fidelity Nasdaq Composite Index Fund
-2.4%
-$403.2 
CSCO Cisco Systems, Inc.
-2.38%
-$112,295.25 
IWF iShares Russell 1000 Growth ETF
-2.37%
-$128,761.6 
VONG Vanguard Russell 1000 Growth Fund
-2.36%
-$471.12 
TCHP T. Rowe Price Blue Chip Growth ETF
-2.35%
-$229.2 
STRT Strattec Security Corporation
-2.34%
-$14,935 
XLC Communication Services Select Sector SPDR Fund
-2.34%
-$247.22 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-2.33%
-$140 
GOOGN Alphabet Inc. 6.25% Series A Mandatory Convertible Preferred Stock
-2.32%
-$64,723.5 
VOT Vanguard Mid-Cap Growth ETF
-2.3%
-$101.55 
HY Hyster-Yale Materials Handling, Inc.
-2.29%
-$690 
NVT nVent Electric plc
-2.29%
-$277.22 
VUG Vanguard Growth ETF
-2.28%
-$270.6 
PDP Invesco Dorsey Wright Momentum ETF
-2.28%
-$27.99 
ISCG iShares Morningstar Small-Cap Growth ETF
-2.27%
-$66.48 
VFMO Vanguard U.S. Momentum Factor Fund
-2.26%
-$196.17 
APH Amphenol Corporation
-2.26%
-$120,523.68 
CBRE CBRE Group Inc.
-2.19%
-$2,886.01 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.19%
-$28.26 
XHE SPDR S&P Health Care Equipment ETF
-2.17%
-$51.61 
PGNY Progyny Inc.
-2.17%
-$6,327.23 
USXF iShares ESG Aware MSCI USA ETF
-2.16%
-$20,571.84 
VXF Vanguard Extended Market ETF
-2.15%
-$29.79 
HRI Herc Holdings Inc.
-2.15%
-$20,520.5 
AMZN Amazon.com Inc
-2.11%
-$274,472.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
-2.11%
-$222.74 
EL The Estée Lauder Companies Inc. Class A
-2.1%
-$2,778.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.09%
-$2,915.6 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.06%
-$3,358.14 
LPLA LPL Financial Holdings Inc.
-2.06%
-$8,284.05 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
-2.05%
-$532.62 
VRTX Vertex Pharmaceuticals Incorporated
-2.05%
-$54,189.25 
VOOG Vanguard S&P 500 Growth ETF
-2.04%
-$72.87 
IXP iShares Global Comm Services ETF
-2.03%
-$169.05 
IUSG iShares Core S&P U.S. Growth ETF
-1.99%
-$84.7 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.99%
-$533.5 
HAE Haemonetics Corporation
-1.97%
-$6,993.14 
AP Ampco-Pittsburgh Corporation
-1.95%
-$3,696.16 
ASTE Astec Industries Inc.
-1.95%
-$1,672 
MANU Manchester United plc
-1.9%
-$1,638 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.89%
-$535 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$196,604.62 
XTN SPDR S&P Transportation ETF
-1.87%
-$26.04 
IWM iShares Russell 2000 ETF
-1.86%
-$64,158.56 
PWR Quanta Services Inc.
-1.86%
-$21,718.9 
TECK Teck Resources Ltd.
-1.86%
-$3,074.4 
LLYVK Liberty Media Corporation Series C Liberty Live Common Stock
-1.85%
-$555.35 
VSECU VSE CORP TANGIBLE EQUITY UNIT (01/02/2029)
-1.84%
-$4,768.18 
VTWO Vanguard Russell 2000 ETF
-1.84%
-$24.54 
RVTY Revvity Inc.
-1.82%
-$11,454.88 
SBGI Sinclair, Inc.
-1.81%
-$1,840 
MBUU Malibu Boats Inc.
-1.81%
-$2,432.94 
WYNN Wynn Resorts, Limited
-1.81%
-$1,390 
CNC Centene Corporation
-1.8%
-$2,768.6 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.78%
-$30.51 
ATI ATI Inc.
-1.76%
-$15,928.46 
XMMO Invesco S&P MidCap Momentum ETF
-1.74%
-$41.99 
VLUE iShares MSCI USA Value Factor ETF
-1.73%
-$37.29 
MELI MercadoLibre, Inc.
-1.73%
-$385.68 
EME EMCOR Group, Inc.
-1.72%
-$2,388.31 
ITT Itt Inc.
-1.71%
-$45,968.77 
MTB M&T Bank Corporation
-1.7%
-$3,338.99 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.69%
-$13.92 
ADI Analog Devices, Inc.
-1.69%
-$50,137.2 
BBDC Barings BDC Inc.
-1.69%
-$2,711.36 
RRX Regal Rexnord Corporation
-1.68%
-$11,135 
ESGV Vanguard ESG U.S. Stock ETF
-1.68%
-$20,870.97 
TXRH Texas Roadhouse Inc.
-1.67%
-$2,622 
ULS Ul Solutions Inc.
-1.67%
-$16,864 
GMF SPDR S&P Emerging Asia Pacific ETF
-1.66%
-$35.67 
UBER Uber Technologies, Inc.
-1.66%
-$45,184.05 
SCHA Schwab U.S. Small-Cap ETF
-1.66%
-$28.08 
WWW Wolverine World Wide Inc.
-1.65%
-$2,475 
OMCL Omnicell Inc.
-1.64%
-$1,852.6 
IHF iShares U.S. Healthcare Providers ETF
-1.63%
-$106.7 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-1.63%
-$49.68 
MSA Msa Safety Inc.
-1.63%
-$3,368.47 
DE Deere & Company
-1.62%
-$74,173.3 
SIRI Sirius XM Holdings Inc.
-1.62%
-$0.44 
TGT Target Corporation
-1.61%
-$2,112.6 
STT State Street Corp
-1.6%
-$46,096.17 
CZR Caesars Entertainment, Inc.
-1.59%
-$4,417.5 
CALX Calix Inc.
-1.56%
-$3,596 
SPOT Spotify Technology S.A.
-1.56%
-$39,508 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-1.55%
-$2,167.9 
GS The Goldman Sachs Group, Inc.
-1.55%
-$16,544.42 
BKNG Booking Holdings Inc.
-1.54%
-$40,967.68 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.54%
-$19.92 
BATRK Atlanta Braves Holdings, Inc.
-1.54%
-$12,587.12 
BAX Baxter International Inc.
-1.53%
-$6,083 
VB Vanguard Small-Cap ETF
-1.52%
-$249.66 
JQUA JPMorgan U.S. Quality Factor ETF
-1.5%
-$243.96 
BWA BorgWarner Inc.
-1.5%
-$7,040 
DY Dycom Industries Inc.
-1.5%
-$965 
MGC Vanguard Mega Cap ETF
-1.49%
-$318 
NPO EnPro Industries Inc.
-1.47%
-$3,757.49 
JCI Johnson Controls International plc
-1.46%
-$66,880.08 
VWO Vanguard FTSE Emerging Markets ETF
-1.46%
-$35,451.78 
OEF iShares S&P 100 ETF
-1.44%
-$216.84 
FBRT Franklin BSP Realty Trust Inc.
-1.44%
-$1,125 
MC Moelis & Company
-1.41%
-$2,597.4 
NVDA NVIDIA Corporation
-1.4%
-$303,581.76 
BMY Bristol-Myers Squibb Company
-1.39%
-$7,210.56 
FSS Federal Signal Corp.
-1.38%
-$3,108.6 
LYV Live Nation Entertainment, Inc.
-1.38%
-$14,860.31 
XPO XPO Inc.
-1.36%
-$8,982.15 
KCE SPDR S&P Capital Markets ETF
-1.35%
-$37.11 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.35%
-$2,728.97 
KKR KKR & Co. Inc.
-1.33%
-$2,866.5 
SCHM Schwab U.S. Mid-Cap ETF
-1.33%
-$26.22 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
-1.32%
-$70.2 
VCR Vanguard Consumer Discretionary ETF
-1.32%
-$50 
VONE Vanguard Russell 1000 ETF
-1.32%
-$142.29 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.31%
-$51.48 
TMO Thermo Fisher Scientific Inc.
-1.31%
-$31,606.09 
EXPD Expeditors International of Washington, Inc.
-1.29%
-$2,120.25 
SPPP Sprott Physical Platinum and Palladium Trust
-1.29%
-$1,460.09 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-1.28%
-$1,011.14 
BBY Best Buy Co., Inc.
-1.27%
-$1,615.2 
PAR Par Technology Corporation
-1.27%
-$990 
VOO Vanguard S&P 500 ETF
-1.26%
-$6,592.46 
IVV iShares Core S&P 500 ETF
-1.26%
-$1.13M 
SPY SPDR S&P 500 ETF Trust
-1.26%
-$398,835.86 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.25%
-$296,879.67 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.24%
-$1.56 
CGUS Capital Group Core Equity ETF
-1.24%
-$85.12 
DHR Danaher Corporation
-1.24%
-$7,749 
VTHR Vanguard Russell 3000 ETF
-1.24%
-$100.8 
NVO Novo Nordisk A/S Sponsored ADR
-1.24%
-$3,055.5 
UNH UnitedHealth Group Incorporated
-1.23%
-$69,710.36 
PYPL PayPal Holdings Inc
-1.19%
-$1,088 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.19%
-$17.78 
IYT iShares U.S. Transportation ETF
-1.19%
-$15.36 
IJR iShares Core S&P Small-Cap ETF
-1.18%
-$43.74 
VPL Vanguard FTSE Pacific ETF
-1.18%
-$16.9 
IBM International Business Machines Corporation
-1.18%
-$1,773.75 
FFLC Fidelity Large Cap Core Fund
-1.16%
-$129.03 
XRT SPDR S&P Retail ETF
-1.16%
-$19.38 
EPC Edgewell Personal Care Co.
-1.16%
-$2,210 
URI United Rentals, Inc.
-1.14%
-$14,879.11 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.14%
-$1.61 
VT Vanguard Total World Stock ETF
-1.14%
-$32.58 
CON Concentra Group Holdings Inc.
-1.12%
-$11,358.16 
IJH iShares Core S&P Mid-Cap ETF
-1.12%
-$12,260.84 
LEA Lear Corporation
-1.11%
-$299.45 
ESE Esco Technologies Inc.
-1.11%
-$2,455.6 
ADNT Adient plc
-1.1%
-$3.2 
CARG CarGurus, Inc.
-1.09%
-$1,622.94 
SHOO Steven Madden Ltd.
-1.08%
-$2,246 
IVOO Vanguard S&P Mid-Cap 400 ETF
-1.08%
-$34.71 
SXI Standex International Corporation
-1.08%
-$11,491.52 
CHE Chemed Corporation
-1.07%
-$2,770 
CGDV Capital Group Dividend Value ETF
-1.07%
-$95.93 
EVR Evercore Inc.
-1.07%
-$2,227.5 
CROX Crocs, Inc.
-1.06%
-$2,530.75 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
-1.06%
-$10,150 
VFC V.F. Corporation
-1.06%
-$891 
HSIC Henry Schein, Inc.
-1.06%
-$10,396 
FWONA Liberty Media Corporation
-1.06%
-$396 
IYC iShares U.S. Consumer Discretionary ETF
-1.05%
-$85.05 
GILD Gilead Sciences Inc.
-1.04%
-$10,537 
CHTR Charter Communications Inc
-1.03%
-$6,932.55 
AVUS Avantis U.S. Equity ETF
-1.02%
-$30.59 
TREX Trex Company, Inc.
-1.02%
-$2,378.2 
QUAL iShares MSCI USA Quality Factor ETF
-1%
-$93.07 
GEHC GE HealthCare Technologies Inc.
-0.99%
-$9,423.4 
GRC The Gorman-Rupp Company
-0.98%
-$1,065 
NWPX NWPX Infrastructure, Inc.
-0.98%
-$2,685.12 
KEX Kirby Corporation
-0.97%
-$6,524.1 
BBIO BridgeBio Pharma, Inc.
-0.97%
-$4,728.1 
REZI Resideo Technologies Inc.
-0.96%
-$1,560 
FDFF Fidelity Disruptive Finance ETF
-0.95%
-$26.48 
LIVN LivaNova PLC
-0.95%
-$2,110.59 
FVAL Fidelity Value Factor ETF
-0.94%
-$9.36 
BG Bunge Global S.A.
-0.94%
-$1,005 
MS Morgan Stanley
-0.93%
-$18,728.9 
IOO iShares Global 100 ETF
-0.93%
-$108 
URBN Urban Outfitters Inc.
-0.92%
-$1,928 
GOOD Gladstone Commercial Corporation
-0.91%
-$537.05 
NBIX Neurocrine Biosciences Inc.
-0.9%
-$2,068.62 
LWAY Lifeway Foods Inc.
-0.9%
-$400 
SUNB Sunbelt Rentals Holdings, Inc.
-0.89%
-$7,476.6 
BN Brookfield Corporation
-0.88%
-$4,208.75 
CAT Caterpillar Inc.
-0.88%
-$7,502.45 
BAC Bank of America Corporation
-0.88%
-$21,718.51 
ENSG The Ensign Group, Inc.
-0.88%
-$2,074.8 
MLI Mueller Industries Inc.
-0.87%
-$9,858 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.87%
-$1,881 
FCX Freeport-McMoRan Inc.
-0.86%
-$7,837.17 
MGA Magna International Inc.
-0.84%
-$1,103.2 
AMP Ameriprise Financial, Inc.
-0.83%
-$1,694.92 
EWJ iShares MSCI Japan ETF
-0.83%
-$10,088.3 
FUL H.B. Fuller Co.
-0.81%
-$420 
XME SPDR S&P Metals & Mining ETF
-0.81%
-$9.07 
REGN Regeneron Pharmaceuticals, Inc.
-0.81%
-$17,277.49 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.8%
-$5,912.83 
VIK Viking Holdings Ltd
-0.8%
-$10,284.5 
ASML ASML Holding N.V. New York Registry Shares
-0.79%
-$24,809.81 
CTS Cts Corporation
-0.79%
-$435 
NWSA News Corporation
-0.78%
-$940 
GSAT Globalstar, Inc.
-0.78%
-$2,322 
SOLS Sollensys Corp
-0.77%
-$46 
FIS Fidelity National Information Services, Inc.
-0.76%
-$3,767.5 
TG Tredegar Corporation
-0.76%
-$360 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.76%
-$3,820.07 
APTV Aptiv PLC
-0.75%
-$255 
PPG PPG Industries Inc.
-0.74%
-$44.52 
BAC-PL Bank of America Corporation
-0.74%
-$5,427.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.73%
-$3,567.6 
VFMF Vanguard U.S. Multifactor ETF
-0.71%
-$14.52 
CFG Citizens Financial Group, Inc.
-0.71%
-$77.85 
MCHPP MICROCHIP TECHNOLOGY DEP SHS REPSTG 1/20TH PFD CONV SER A
-0.7%
-$4,113 
CLH Clean Harbors Inc.
-0.69%
-$1,598.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.68%
-$23,081.01 
DD DuPont de Nemours, Inc.
-0.68%
-$466.37 
EFG iShares MSCI EAFE Growth ETF
-0.67%
-$5,405.57 
YUM Yum! Brands, Inc.
-0.67%
-$572.46 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.67%
-$19,590 
RXI iShares Global Consumer Discretionary ETF
-0.67%
-$25.64 
AUB Atlantic Union Bankshares Corporation
-0.67%
-$1,184.98 
GFF Griffon Corporation
-0.67%
-$2,790 
BUFR FT Vestladder Buffer ETF-USD I
-0.66%
-$26,270 
MDT Medtronic plc
-0.66%
-$1,522.71 
LOB Live Oak Bancshares Inc.
-0.65%
-$2,996.44 
ITB iShares U.S. Home Construction ETF
-0.65%
-$8.96 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.64%
-$5.5 
RACE Ferrari N.V.
-0.64%
-$6,146.78 
PRVA Privia Health Group, Inc.
-0.62%
-$1,652.14 
GEV GE Vernova Inc.
-0.62%
-$18,670.08 
LEN-B Lennar Corporation
-0.61%
-$611 
EXP Eagle Materials Inc.
-0.6%
-$1,110.34 
RMIX Suncrete Inc.
-0.59%
-$150.36 
TDY Teledyne Technologies Incorporated
-0.59%
-$1,692.79 
RSP Invesco S&P 500 Equal Weight ETF
-0.59%
-$35,438.62 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.59%
-$52.19 
WAB Wabtec Corporation
-0.58%
-$43.68 
SIG Signet Jewelers Ltd.
-0.57%
-$1,400.8 
ADM Archer-Daniels-Midland Co
-0.57%
-$6,337.95 
CPHC Canterbury Park Holding Corporation
-0.57%
-$414 
PHIN Phinia Inc.
-0.56%
-$325 
GTX Garrett Motion Inc.
-0.55%
-$2,272.72 
LOPE Grand Canyon Education Inc.
-0.55%
-$1,278.92 
DGT SPDR Global Dow ETF
-0.55%
-$8.31 
QTWO Q2 Holdings Inc.
-0.55%
-$1,026.12 
XAR SPDR S&P Aerospace & Defense ETF
-0.55%
-$15.99 
INDA ISHARES MSCI INDIA ETF
-0.54%
-$0.26 
BOOT Boot Barn Holdings, Inc.
-0.54%
-$617.5 
FELE Franklin Electric Co., Inc.
-0.54%
-$1,242 
PRF Invesco FTSE RAFI US 1000 ETF
-0.54%
-$29.7 
VFVA Vanguard U.S. Value Factor Fund
-0.52%
-$8.2 
OMC Omnicom Group Inc.
-0.52%
-$49.98 
FDX FedEx Corporation
-0.52%
-$4,516.56 
MMSI Merit Medical Systems, Inc.
-0.51%
-$1,144.02 
IHI iShares U.S. Medical Devices ETF
-0.51%
-$33 
AVLV Avantis U.S. Large Cap Value ETF
-0.49%
-$19.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.48%
-$27.48 
CGIC Capital Group International Core Equity ETF
-0.48%
-$5.95 
EHC Encompass Health Corporation
-0.48%
-$1,143.75 
CTVA Corteva Inc.
-0.47%
-$4.44 
MCHP Microchip Technology Incorporated
-0.47%
-$10,206.48 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.46%
-$42 
ISRG Intuitive Surgical, Inc.
-0.46%
-$9,542.12 
USMV iShares MSCI USA Min Vol Factor ETF
-0.45%
-$18.4 
VIS Vanguard Industrials ETF
-0.45%
-$12.96 
DIS The Walt Disney Company
-0.45%
-$4,051.08 
TTC The Toro Company
-0.45%
-$1,080 
AMGN Amgen Inc.
-0.43%
-$1,105.65 
EZU iShares MSCI Eurozone ETF
-0.43%
-$5.13 
FOXA Fox Corporation
-0.43%
-$1,365.37 
ALNY Alnylam Pharmaceuticals Inc
-0.42%
-$509.85 
FIDU Fidelity MSCI Industrials Index ETF
-0.42%
-$7.03 
CR Crane NXT Co.
-0.41%
-$10,132 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.4%
-$5,237.4 
LNC Lincoln National Corporation
-0.4%
-$124.8 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.4%
-$9.75 
CMI Cummins Inc.
-0.4%
-$11,312.21 
PVAL Putnam Focused Large Cap Value ETF
-0.4%
-$7.96 
FEZ SPDR Euro Stoxx 50 ETF
-0.39%
-$4.68 
NTRS Northern Trust Corporation
-0.38%
-$2,750 
SPHY SPDR Portfolio High Yield Bond ETF
-0.38%
-$26,771.6 
WST West Pharmaceutical Services, Inc.
-0.37%
-$2,868.38 
FLS Flowserve Corporation
-0.37%
-$5,200 
INCY Incyte Corporation
-0.36%
-$1,244.35 
TXN Texas Instruments Inc
-0.36%
-$12,929.03 
GNTX Gentex Corporation
-0.35%
-$868.12 
IWD iShares Russell 1000 Value ETF
-0.35%
-$2,156.7 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.35%
-$1,858.9 
VONV Vanguard Russell 1000 Value Index Fund
-0.35%
-$12.48 
MBGL Mobility Global Inc
-0.35%
-$12.87 
INDY iShares India 50 ETF
-0.33%
-$1.26 
TEL TE Connectivity plc
-0.32%
-$10,622.01 
SMP Standard Motor Products, Inc.
-0.32%
-$504 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.31%
-$162.45 
ROP Roper Technologies Inc.
-0.31%
-$2,242.02 
FTV Fortive Corporation
-0.28%
-$1,831.2 
WFC-PL Wells Fargo & Company
-0.28%
-$2,349 
FDVV Fidelity High Dividend ETF
-0.28%
-$13.09 
BOH Bank of Hawaii Corporation
-0.27%
-$639 
EFA iShares MSCI EAFE ETF
-0.26%
-$9,872.58 
ABCB Ameris Bancorp
-0.25%
-$466 
XLI Industrial Select Sector SPDR Fund
-0.24%
-$7.79 
CVS CVS Health Corporation
-0.24%
-$5,446.32 
JIVE JPMorgan International Value ETF
-0.24%
-$11,147.62 
T AT&T Inc.
-0.23%
-$616.44 
EXI iShares Global Industrials ETF
-0.22%
-$4.56 
CTSH Cognizant Technology Solutions Corporation
-0.21%
-$588 
IVE ISHARES S&P 500 VALUE ETF
-0.21%
-$2,057 
TDS Telephone and Data Systems, Inc.
-0.21%
-$1,834 
IEFA iShares Core MSCI EAFE ETF
-0.2%
-$22,230.39 
CCC CCC Intelligent Solutions Holdings Inc.
-0.2%
-$717 
RTH VanEck Retail ETF
-0.2%
-$4.68 
VLTO Veralto Corporation
-0.19%
-$263.15 
IPAC iShares Core MSCI Pacific ETF
-0.18%
-$2.63 
IUSV iShares Core S&P U.S. Value ETF
-0.18%
-$6.51 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.18%
-$366.86 
GATX GATX Corporation
-0.17%
-$3,499.95 
LCII LCI Industries Inc.
-0.17%
-$276.35 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.17%
-$3 
AIN Albany International Corp.
-0.17%
-$1,308.6 
OLN Olin Corporation
-0.16%
-$275 
GLD SPDR Gold Shares
-0.16%
-$23.79 
AXP American Express Company
-0.16%
-$6,397.87 
FOX Fox Corporation Class B Common Stock
-0.16%
-$758.25 
SNY Sanofi American Depositary Receipt
-0.15%
-$243 
TCBI Texas Capital Bancshares Inc.
-0.13%
-$839.88 
MA Mastercard Incorporated
-0.13%
-$2,587.2 
ZMUN F/m Callable Tax-Free Municipal ETF
-0.12%
-$3,599.82 
MPC Marathon Petroleum Corporation
-0.12%
-$336.41 
CNS Cohen & Steers Inc.
-0.12%
-$216 
JBBB Janus Henderson B-BBB CLO ETF
-0.12%
-$8,127.62 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.12%
-$4,536.6 
BR Broadridge Financial Solutions, Inc.
-0.11%
-$16.53 
CARY Angel Oak Income ETF
-0.11%
-$3,937.89 
IXG iShares Global Financials ETF
-0.1%
-$5.25 
ELAN Elanco Animal Health Incorporated
-0.09%
-$362 
FR First Industrial Realty Trust Inc.
-0.09%
-$178.5 
BOX Box Inc.
-0.08%
-$133.92 
IEUR iShares Core MSCI Europe ETF
-0.07%
-$0.77 
MBB iShares MBS ETF
-0.07%
-$516.16 
HWC Hancock Whitney Corporation
-0.07%
-$125.5 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.07%
-$1,352.82 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.06%
-$1,322.4 
CAH Cardinal Health Inc.
-0.06%
-$92.26 
HE Hawaiian Electric Industries Inc.
-0.06%
-$0.15 
KBWB Invesco KBW Bank ETF
-0.06%
-$1,813 
VGK Vanguard FTSE Europe ETF
-0.06%
-$1.25 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.05%
-$0.46 
KD Kyndryl Holdings Inc.
-0.04%
-$0.2 
MXI iShares Global Materials ETF
-0.04%
-$1.44 
OPCH Option Care Health Inc.
-0.03%
-$143.69 
ZWS Zurn Elkay Water Solutions Corporation
-0.03%
-$71.42 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.02%
-$248.18 
BINC iShares Flexible Income Active ETF
-0.01%
-$650.81 
CW Curtiss-Wright Corporation
-0.01%
-$53.19 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$467.07 Events
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Dividends
Dividend Analysis
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| Trades 5738 | Longs Won 3515/5738 61% | Profit Factor 4.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $343,738.51 |
| Average Win $91,160.73 | Best Trade (Oct 15) $13M | Sharpe Ratio -319.17 |
| Average Loss -$32,314.49 | Worst Trade (Oct 15) -$1.03M | Z-Score 5.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy $43,906.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0080 008073AA6 | 86,000 | $93,310 | $93,310 | - | - | - | 0.0 |
| 0082 00827BAD8 | 541,000 | $533,862.71 | $506,262.93 | - | -$27,599.78 | -5.17% | 0.0 |
| 0097 00971TAQ4 | 683,000 | $906,341 | $906,341 | - | - | - | 0.0 |
| 0188 018802AE8 | 353,000 | $351,749.99 | $351,749.99 | - | - | - | 0.0 |
| 0204 02043QAB3 | 224,000 | $251,699.7 | $241,360.4 | - | -$10,339.3 | -4.11% | 0.0 |
| 0208 02081GAD4 | 116,000 | $110,490 | $110,490 | - | - | - | 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 |
| 1510 15102KAB6 | 431,000 | $415,432.02 | $415,432.02 | - | - | - | 0.0 |
| 1630 163072AC5 | 132,000 | $167,970 | $167,970 | - | - | - | 0.0 |
| 1845 18452BAC4 | 267,000 | $345,631.87 | $345,631.87 | - | - | - | 0.0 |
| 1891 18915MAF4 | 330,000 | $520,037 | $520,037 | - | - | - | 0.0 |
| 1924 19240QAA0 | 230,000 | $281,520 | $281,520 | - | - | - | 0.0 |
| 1926 19260QAF4 | 140,000 | $182,770 | $182,770 | - | - | - | 0.0 |
| 2324 23248VAD7 | 413,000 | $772,310 | $772,310 | - | - | - | 0.0 |
| 2380 23804LAD5 | 519,000 | $610,506.85 | $501,613.5 | - | -$108,893.35 | -17.84% | 0.0 |
| 2580 25809KAB1 | 593,000 | $564,536 | $564,536 | - | - | - | 0.0 |
| 2978 29786AAQ9 | 231,000 | $255,306 | $255,306 | - | - | - | 0.0 |
| 3379 337932AV9 | 398,000 | $410,895 | $410,895 | - | - | - | 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: Amphenol Corporation - $5.61M, 958102AT2 - $4.09M, Corning Incorporated - $3.79M, iShares Core S&P 500 ETF - $3.68M, and NVIDIA Corporation - $2.74M. 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, Pinterest, Inc. Class A - $990,970.45, Merck & Co., Inc - $980,926, Copart Inc - $838,914.68, and Intuit Inc - $694,547.97. 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 $31.86M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.9M, iShares Core Universal USD Bond ETF - $1.28M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $825,388.84, SPDR S&P 500 ETF Trust - $695,493.83, and iShares Core MSCI EAFE ETF - $660,040.11. 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.
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