DG
Dana Glandien Portfolio
Invests via Siemens Fonds Invest GmbH | Managed by Erik Macharzina, Dr. Josef Mehl, Marco Sczesny, Dana Glandien
Invests via Siemens Fonds Invest GmbH
Managed by Erik Macharzina, Dr. Josef Mehl, Marco Sczesny, Dana Glandien
Automatically Tracked
Dana Glandien Profile
Dana Glandien is an accomplished entrepreneur with a robust background in technology innovation and digital marketing. With extensive experience in launching successful ventures, she has effectively integrated market insights to drive growth strategies and enhance customer engagement. As the founder of several startups, her leadership has catalyzed new product developments that resonate with contemporary consumer needs. Recognized for her ability to navigate complex industry landscapes, Dana is highly regarded for fostering collaborative environments that spur creative solutions. Her contributions extend beyond entrepreneurship as she actively participates in advisory roles within various tech incubators, shaping the future generation of innovators.
Dana Glandien is an accomplished entrepreneur with a robust background in technology innovation and digital marketing. With extensive experience in launching successful ventures, she has effectively integrated market insights to drive growth strategies and enhance customer engagement. As the founder of several startups, her leadership has catalyzed new product developments that resonate with contemporary consumer needs. Recognized for her ability to navigate complex industry landscapes, Dana is highly regarded for fostering collaborative environments that spur creative solutions. Her contributions extend beyond entrepreneurship as she actively participates in advisory roles within various tech incubators, shaping the future generation of innovators.
Investment Philosophy & Strategy
Grounded in a strong technology foundation, Dana Glandien excels at identifying market trends and leveraging them into viable business models. Her entrepreneurial mindset encourages innovative thinking, focusing on developing products that align with consumer demands. By fostering strategic partnerships within the tech ecosystem, she actively enhances competitive positioning for her ventures. Capitalizing on growth opportunities often involves analyzing disruptive technologies and employing agile methodologies to pivot as necessary. This dynamic approach not only elevates performance but also enriches the overall user experience across her projects.
Grounded in a strong technology foundation, Dana Glandien excels at identifying market trends and leveraging them into viable business models. Her entrepreneurial mindset encourages innovative thinking, focusing on developing products that align with consumer demands. By fostering strategic partnerships within the tech ecosystem, she actively enhances competitive positioning for her ventures. Capitalizing on growth opportunities often involves analyzing disruptive technologies and employing agile methodologies to pivot as necessary. This dynamic approach not only elevates performance but also enriches the overall user experience across her projects.
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:
66.26%
Gain +0.89%
Monthly
0.95%
Yearly
12.02%
Drawdown
18.16%
$1.99B
Equity
Holdings
$1.99B
Investment
$1.53B
$799.99M
Profit +$15.92M
Realized
$334.11M
Unrealized
$465.87M
Dividends
$100.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$15.92M
Win %
65%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$6.71M
Win %
65%
This Month
Compared to last month
Gain
-1.44%
Profit
-$29.15M
Win %
65%
This Year
Compared to last year
Gain
14.07%
Profit
$245.67M
Win %
64%
LITE Lumentum Holdings Inc.
+7.45%
+$55,101.49 
CRDO Credo Technology Group Holding Ltd.
+6.89%
+$32,773.64 
RBLX Roblox Corporation
+6.72%
+$39,667.12 
PTON Peloton Interactive, Inc.
+6.05%
+$937.83 
GPN Global Payments Inc.
+6.03%
+$16,166.43 
COHR Coherent Corp.
+5.65%
+$35,389.74 
TER Teradyne, Inc.
+5.31%
+$46,740.6 
MRVL Marvell Technology, Inc.
+5.19%
+$331,779 
MSTR Strategy Inc.
+5.1%
+$27,041.08 
MDB MongoDB Inc.
+4.88%
+$17,404.08 
WDC Western Digital Corporation
+4.81%
+$166,246.18 
MU Micron Technology, Inc.
+4.57%
+$1.53M 
INTC Intel Corporation
+3.8%
+$596,281.58 
CIEN Ciena Corporation
+3.67%
+$27,446.27 
ELV Elevance Health, Inc.
+3.27%
+$109,019.2 
HUBS HubSpot, Inc.
+3.21%
+$4,946.72 
COIN Coinbase Global, Inc.
+3.12%
+$20,440.33 
MPWR Monolithic Power Systems, Inc.
+3.1%
+$47,386.44 
DDOG Datadog, Inc. Class A Common Stock
+3.04%
+$54,095.47 
AVGO Broadcom Inc.
+2.93%
+$1.39M 
DASH DoorDash, Inc.
+2.84%
+$52,922.37 
AMD Advanced Micro Devices, Inc.
+2.76%
+$740,361.06 
SNOW Snowflake Inc.
+2.76%
+$45,610.8 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.7%
+$15,237.76 
FIX Comfort Systems USA, Inc.
+2.61%
+$26,533.12 
SNAP Snap Inc.
+2.54%
+$2,446.51 
GOOG Alphabet Inc
+2.41%
+$1.38M 
SPOT Spotify Technology S.A.
+2.37%
+$19,845 
MELI MercadoLibre, Inc.
+2.37%
+$95,845.33 
TWLO Twilio Inc.
+2.32%
+$10,555.2 
RDDT Reddit Inc Class A
+2.31%
+$6,071.31 
MOH Molina Healthcare Inc.
+2.31%
+$718.98 
GOOGL Alphabet Inc
+2.3%
+$1.53M 
TEAM Atlassian Corporation Class A
+2.2%
+$4,776.5 
CF CF Industries Holdings, Inc.
+2.17%
+$22,086.24 
JBL Jabil Inc.
+2.16%
+$9,780.43 
ISRG Intuitive Surgical, Inc.
+2.15%
+$113,802.63 
OKTA Okta Inc.
+2.14%
+$7,764.44 
IBKR Interactive Brokers Group Inc.
+2.12%
+$14,789.76 
TOST Toast Inc.
+2.06%
+$3,870.04 
ALNY Alnylam Pharmaceuticals Inc
+2.04%
+$15,523.86 
AMZN Amazon.com Inc
+2.01%
+$1.5M 
MSFT Microsoft Corp.
+2%
+$1.71M 
FFIV F5 Inc.
+1.98%
+$21,243.23 
DPZ Domino's Pizza Inc.
+1.93%
+$2,869.02 
P Everpure Inc.
+1.91%
+$5,965.15 
UAL United Airlines Holdings, Inc.
+1.9%
+$2,357.43 
BURL Burlington Stores Inc.
+1.84%
+$5,790.33 
CPAY Corpay, Inc.
+1.8%
+$6,320.34 
VEEV Veeva Systems Inc.
+1.79%
+$10,507 
PLTR Palantir Technologies Inc.
+1.74%
+$201,258.77 
VRT Vertiv Holdings Co
+1.74%
+$35,049.04 
FOX Fox Corporation Class B Common Stock
+1.72%
+$1,798.49 
EBAY eBay Inc.
+1.7%
+$29,980.1 
EMBC Embecta Corp.
+1.69%
+$38.55 
HAL Halliburton Company
+1.69%
+$9,258.2 
VLO Valero Energy Corporation
+1.66%
+$70,101.66 
MPC Marathon Petroleum Corporation
+1.66%
+$9,691.78 
EFX Equifax Inc.
+1.65%
+$7,399.28 
NBIX Neurocrine Biosciences Inc.
+1.65%
+$3,920.71 
GEV GE Vernova Inc.
+1.62%
+$156,893.4 
LYB LyondellBasell Industries N.V.
+1.62%
+$3,408 
NRG NRG Energy, Inc.
+1.62%
+$5,699.43 
TTWO Take-Two Interactive Software, Inc.
+1.59%
+$14,785.94 
FOXA Fox Corporation
+1.56%
+$4,838.4 
COP ConocoPhillips
+1.55%
+$19,131.44 
PSX Phillips 66
+1.55%
+$7,989.69 
ICE Intercontinental Exchange, Inc.
+1.52%
+$45,049.5 
IBM International Business Machines Corporation
+1.52%
+$83,920.95 
MKC McCormick & Company, Incorporated
+1.51%
+$2,854.8 
VST Vistra Corp
+1.5%
+$4,854.47 
DD DuPont de Nemours, Inc.
+1.49%
+$3,989.55 
PODD Insulet Corporation
+1.49%
+$3,716.54 
MANH Manhattan Associates Inc.
+1.47%
+$352.29 
PAYC Paycom Software, Inc.
+1.47%
+$1,729.49 
AXON Axon Enterprise, Inc.
+1.46%
+$12,028.05 
ANET Arista Networks, Inc.
+1.43%
+$93,927.34 
FISV Fiserv, Inc.
+1.4%
+$13,235.82 
CVX Chevron Corporation
+1.39%
+$33,264.45 
TXN Texas Instruments Inc
+1.39%
+$185,484.62 
CRM Salesforce Inc
+1.38%
+$64,050.4 
GDDY Godaddy Inc.
+1.37%
+$2,538.72 
ULTA Ulta Beauty Inc.
+1.36%
+$5,748.52 
IOT Samsara Inc. Class A Common Stock
+1.36%
+$2,523.04 
WMB The Williams Companies, Inc.
+1.36%
+$22,413.37 
DOW Dow Inc.
+1.35%
+$4,144.77 
ALL Allstate Corporation
+1.35%
+$19,380.87 
AER AerCap Holdings N.V.
+1.32%
+$14,858.86 
TW Tradeweb Markets Inc.
+1.32%
+$2,096.11 
OXY Occidental Petroleum Corporation
+1.28%
+$3,181.66 
CRWV CoreWeave, Inc.
+1.28%
+$3,195.06 
TTD The Trade Desk, Inc. Class A
+1.26%
+$1,486.37 
CBOE Cboe Global Markets Inc.
+1.25%
+$35,586.76 
ZS Zscaler Inc.
+1.21%
+$2,613.52 
FIS Fidelity National Information Services, Inc.
+1.17%
+$5,733.49 
WDAY Workday Inc.
+1.17%
+$15,318.16 
FLEX Flex Ltd.
+1.15%
+$7,104.82 
SWKS Skyworks Solutions Inc.
+1.15%
+$2,199.8 
DLR Digital Realty Trust, Inc.
+1.14%
+$9,682.2 
KMI Kinder Morgan, Inc.
+1.13%
+$4,500.81 
LVS Las Vegas Sands Corp.
+1.12%
+$2,198.61 
JKHY Jack Henry & Associates, Inc.
+1.12%
+$2,874.72 
ABT Abbott Laboratories
+1.12%
+$67,596.75 
MCHP Microchip Technology Incorporated
+1.1%
+$12,774.17 
BG Bunge Global S.A.
+1.08%
+$2,518.08 
LNG Cheniere Energy Inc.
+1.07%
+$8,627.98 
WRB W.R. Berkley Corporation
+1.04%
+$6,505.34 
EPAM Epam Systems Inc.
+1.04%
+$727.72 
XOM Exxon Mobil Corporation
+1%
+$88,837 
PWR Quanta Services Inc.
+1%
+$22,695.92 
EOG EOG Resources, Inc.
+0.99%
+$6,452.38 
FCX Freeport-McMoRan Inc.
+0.99%
+$30,768.42 
OMC Omnicom Group Inc.
+0.98%
+$21,850.12 
ROST Ross Stores, Inc.
+0.95%
+$33,773.28 
DVN Devon Energy Corporation
+0.95%
+$2,674.68 
TMUS T-Mobile US, Inc.
+0.94%
+$50,169.6 
FANG Diamondback Energy Inc
+0.91%
+$5,633.91 
EL The Estée Lauder Companies Inc. Class A
+0.88%
+$2,583.18 
META Meta Platforms Inc Class A
+0.88%
+$364,520.34 
CI The Cigna Group
+0.86%
+$29,346.45 
ETN Eaton Corporation plc
+0.85%
+$46,059.96 
FTNT Fortinet Inc.
+0.85%
+$50,114.6 
NDAQ Nasdaq, Inc.
+0.85%
+$32,170.25 
HOOD Robinhood Markets, Inc.
+0.84%
+$9,595.82 
LPLA LPL Financial Holdings Inc.
+0.84%
+$3,057.6 
APP AppLovin Corporation Class A Common Stock
+0.83%
+$24,726.61 
KEYS Keysight Technologies, Inc.
+0.77%
+$7,868.96 
CEG Constellation Energy Corporation
+0.76%
+$27,732.48 
PTC PTC Inc.
+0.76%
+$2,382.34 
LULU lululemon athletica inc.
+0.76%
+$3,554.32 
CDNS Cadence Design Systems, Inc.
+0.72%
+$30,137.9 
CRWD CrowdStrike Holdings, Inc.
+0.71%
+$64,471.68 
ADI Analog Devices, Inc.
+0.7%
+$54,816.96 
V Visa Inc. Class A
+0.7%
+$132,678.83 
PGR Progressive Corporation
+0.69%
+$34,333.57 
MDT Medtronic plc
+0.69%
+$35,261.34 
CW Curtiss-Wright Corporation
+0.66%
+$2,509.8 
MMM 3M Company
+0.66%
+$23,315.54 
ON ON Semiconductor Corporation
+0.65%
+$3,262.11 
AFRM Affirm Holdings, Inc.
+0.64%
+$1,829.66 
ASTS AST SpaceMobile, Inc.
+0.61%
+$1,157.65 
CASY Casey's General Stores Inc.
+0.61%
+$1,199.96 
NOW ServiceNow, Inc.
+0.61%
+$19,463.22 
NVDA NVIDIA Corporation
+0.6%
+$811,423.22 
MKL Markel Group Inc.
+0.6%
+$2,079.75 
REGN Regeneron Pharmaceuticals, Inc.
+0.59%
+$20,068 
TJX The TJX Companies, Inc.
+0.58%
+$35,177.25 
TRMB Trimble Inc.
+0.55%
+$982.89 
UBER Uber Technologies, Inc.
+0.54%
+$25,011.87 
EME EMCOR Group, Inc.
+0.52%
+$3,196.1 
A Agilent Technologies Inc.
+0.51%
+$3,591.2 
ACGL Arch Capital Group Ltd
+0.5%
+$4,489.02 
TGT Target Corporation
+0.48%
+$12,230.33 
ALLE Allegion plc
+0.48%
+$799.92 
PAYX Paychex Inc.
+0.47%
+$15,542.41 
APH Amphenol Corporation
+0.46%
+$39,113.9 
DAL Delta Air Lines, Inc.
+0.45%
+$896.42 
PYPL PayPal Holdings Inc
+0.43%
+$9,388.65 
IONQ IonQ, Inc.
+0.43%
+$618.15 
LYV Live Nation Entertainment, Inc.
+0.43%
+$1,804.88 
MA Mastercard Incorporated
+0.4%
+$53,664.25 
INTU Intuit Inc.
+0.39%
+$13,976.4 
FICO Fair Isaac Corporation
+0.36%
+$1,555.5 
ACN Accenture plc Class A
+0.36%
+$15,455.96 
STZ Constellation Brands, Inc.
+0.36%
+$1,879.68 
GEN Gen Digital Inc.
+0.35%
+$718.87 
INSM Insmed Inc.
+0.35%
+$1,185.8 
Q Qnity Electronics Inc.
+0.35%
+$1,456.8 
HLT Hilton Worldwide Holdings Inc.
+0.34%
+$3,592.64 
TSN Tyson Foods Inc.
+0.34%
+$766.93 
IT Gartner Inc.
+0.33%
+$494.58 
SCHW Charles Schwab Corporation
+0.32%
+$20,543.04 
AOS A. O. Smith Corporation
+0.31%
+$4,578.94 
CINF Cincinnati Financial Corporation
+0.31%
+$3,697.76 
SSNC SS&C Technologies Holdings Inc.
+0.31%
+$655.11 
AMAT Applied Materials, Inc.
+0.3%
+$47,578.51 
KHC The Kraft Heinz Company
+0.29%
+$939.75 
GLW Corning Incorporated
+0.29%
+$6,953.57 
BR Broadridge Financial Solutions, Inc.
+0.29%
+$4,735.59 
BSX Boston Scientific Corporation
+0.28%
+$6,871.37 
PINS Pinterest, Inc. Class A
+0.28%
+$529.29 
SYK Stryker Corporation
+0.28%
+$12,755.48 
MAA Mid-America Apartment Communities, Inc.
+0.28%
+$584 
QCOM QUALCOMM Incorporated
+0.27%
+$26,558.56 
DUK Duke Energy Corporation
+0.26%
+$7,138.1 
NEM Newmont Corporation
+0.26%
+$10,980.66 
ROP Roper Technologies Inc.
+0.25%
+$1,429.68 
OKE ONEOK, Inc.
+0.25%
+$6,898.9 
T AT&T Inc.
+0.23%
+$12,126.9 
ZM Zoom Video Communications, Inc.
+0.23%
+$1,762.38 
C Citigroup Inc.
+0.22%
+$12,886.56 
SMCI Super Micro Computer Inc
+0.21%
+$582.65 
CB Chubb Limited
+0.2%
+$18,382.32 
HUBB Hubbell Inc.
+0.2%
+$1,014.3 
L Loews Corporation
+0.2%
+$559.35 
CME CME Group Inc.
+0.19%
+$6,790.09 
APD Air Products and Chemicals, Inc.
+0.18%
+$4,089.76 
DLTR Dollar Tree, Inc.
+0.18%
+$612 
SYF Synchrony Financial
+0.18%
+$675.87 
NWSA News Corporation
+0.18%
+$253.7 
CTVA Corteva Inc.
+0.15%
+$562.82 
IMO Imperial Oil Limited
+0.15%
+$399.95 
VRSK Verisk Analytics Inc.
+0.15%
+$601.51 
CMCSA Comcast Corp
+0.15%
+$5,270.44 
SPGI S&P Global Inc.
+0.14%
+$6,158.25 
CNC Centene Corporation
+0.14%
+$628.47 
TPL Texas Pacific Land Corporation
+0.13%
+$329.13 
BRO Brown & Brown Inc.
+0.12%
+$351.9 
KD Kyndryl Holdings Inc.
+0.12%
+$13.39 
VRSN Verisign Inc.
+0.12%
+$400.52 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$13,041.6 
RCL Royal Caribbean Group
+0.1%
+$1,032.36 
COF Capital One Financial Corporation
+0.09%
+$1,706.41 
USB U.S. Bancorp
+0.09%
+$6,239.75 
AFG American Financial Group Inc.
+0.09%
+$365.52 
EA Electronic Arts Inc.
+0.08%
+$2,317.44 
KVUE Kenvue Inc.
+0.08%
+$558.79 
AMGN Amgen Inc.
+0.08%
+$7,818.72 
TRGP Targa Resources Corp.
+0.07%
+$642.84 
ACM Aecom
+0.07%
+$91 
HIG The Hartford Insurance Group, Inc.
+0.06%
+$615.13 
TPR Tapestry Inc.
+0.05%
+$223.05 
JBHT J.B. Hunt Transport Services, Inc.
+0.05%
+$547.8 
ESS Essex Property Trust, Inc.
+0.04%
+$107.06 
VRTX Vertex Pharmaceuticals Incorporated
+0.04%
+$2,218.82 
IDXX IDEXX Laboratories, Inc.
+0.04%
+$429.45 
WELL Welltower Inc.
+0.04%
+$2,120.85 
GEHC GE HealthCare Technologies Inc.
+0.03%
+$200.92 
BNY BlackRock New York Municipal Income Trust
+0.03%
+$661.04 
NTAP NetApp, Inc.
+0.02%
+$1,029.8 
BKR Baker Hughes Company
+0.02%
+$253.28 
NET Cloudflare Inc.
+0.02%
+$272.12 
CTRA Coterra Energy Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
STT State Street Corp
0%
$0 
BE Bloom Energy Corporation
-5%
-$34,846.04 
CSL Carlisle Companies Inc.
-4.13%
-$8,790.32 
GRAL Grail, Inc.
-4.1%
-$809.2 
CMG Chipotle Mexican Grill, Inc.
-4.07%
-$64,667.4 
CVNA Carvana Co.
-4.02%
-$35,257.1 
RKT Rocket Companies, Inc. Class A
-3.71%
-$6,918.48 
ORCL Oracle Corporation
-3.51%
-$211,832.4 
UPS United Parcel Service, Inc.
-3.38%
-$109,764.42 
KKR KKR & Co. Inc.
-3.27%
-$69,105.3 
ARES Ares Management Corporation
-3.02%
-$11,871.2 
AAP Advance Auto Parts Inc.
-2.94%
-$2,352.48 
DHI D.R. Horton, Inc.
-2.88%
-$16,399.55 
AAPL Apple Inc.
-2.84%
-$4.06M 
DECK Deckers Outdoor Corporation
-2.78%
-$9,318.08 
IP International Paper Company
-2.72%
-$7,184.88 
TFC Truist Financial Corporation
-2.67%
-$25,391.8 
BX Blackstone Inc.
-2.65%
-$87,347.03 
RS Reliance Inc.
-2.62%
-$7,632.32 
Z Zillow Group Inc.
-2.6%
-$1,933.36 
FCNCA First Citizens BancShares, Inc.
-2.55%
-$6,926.08 
RVTY Revvity Inc.
-2.51%
-$7,302.96 
CG The Carlyle Group Inc.
-2.43%
-$11,680.48 
DRI Darden Restaurants, Inc.
-2.42%
-$93,184.13 
PHM PulteGroup Inc.
-2.36%
-$11,395.89 
RPM RPM International Inc.
-2.33%
-$4,309.55 
WAT Waters Corporation
-2.33%
-$18,623.1 
VMC Vulcan Materials Company
-2.31%
-$18,075.7 
URI United Rentals, Inc.
-2.29%
-$21,701.9 
SW Smurfit WestRock PLC
-2.23%
-$3,149.19 
GE General Electric Company
-2.2%
-$65,356.71 
FTAI FTAI Aviation Ltd.
-2.17%
-$6,691.51 
WU Western Union Co.
-2.14%
-$2,287.54 
FSLR First Solar, Inc.
-2.09%
-$9,261.84 
FAST Fastenal Co.
-2.08%
-$39,709.85 
TSLA Tesla, Inc.
-2.07%
-$535,517.97 
DELL Dell Technologies Inc.
-2%
-$162,404.76 
HPQ HP Inc.
-1.99%
-$43,053.12 
WY Weyerhaeuser Company
-1.98%
-$4,833.99 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.97%
-$10,108.62 
IR Ingersoll Rand Inc.
-1.96%
-$9,096.5 
NUE Nucor Corporation
-1.95%
-$15,282.15 
MDLZ Mondelez International, Inc.
-1.94%
-$60,530.99 
PEP PepsiCo, Inc.
-1.94%
-$131,092.29 
SQ Block, Inc.
-1.94%
-$18,253.74 
MS Morgan Stanley
-1.93%
-$217,920.65 
MTD Mettler-Toledo International Inc.
-1.92%
-$7,431.05 
PLD Prologis Inc.
-1.88%
-$90,125.13 
SATS EchoStar Corporation
-1.87%
-$3,378.08 
SOLV Solventum Corporation
-1.86%
-$6,699.87 
WAB Wabtec Corporation
-1.85%
-$15,073.8 
EMR Emerson Electric Co.
-1.84%
-$126,115.43 
PKG Packaging Corporation of America
-1.82%
-$5,512 
FDX FedEx Corporation
-1.8%
-$51,318.36 
AWK American Water Works Company, Inc.
-1.79%
-$38,479.9 
CBRE CBRE Group Inc.
-1.78%
-$13,602.15 
MLM Martin Marietta Materials, Inc.
-1.75%
-$8,616.51 
NFLX Netflix, Inc.
-1.75%
-$154,691.87 
STLD Steel Dynamics Inc.
-1.74%
-$11,095.76 
BAX Baxter International Inc.
-1.73%
-$1,362.66 
LOW Lowe's Companies Inc.
-1.72%
-$64,235.64 
DE Deere & Company
-1.72%
-$112,644.54 
SBUX Starbucks Corporation
-1.71%
-$78,968.51 
CL Colgate-Palmolive Company
-1.69%
-$34,731.54 
APO Apollo Global Management, Inc.
-1.64%
-$32,860.08 
HD The Home Depot, Inc.
-1.61%
-$139,498.2 
AMCR Amcor plc
-1.58%
-$4,455.65 
DOV Dover Corporation
-1.56%
-$10,200.36 
PFG Principal Financial Group, Inc.
-1.56%
-$40,270.31 
XYL Xylem Inc.
-1.56%
-$6,711.74 
MNST Monster Beverage Corporation
-1.55%
-$42,187.89 
REZI Resideo Technologies Inc.
-1.55%
-$543.35 
BIIB Biogen Inc.
-1.54%
-$11,552.94 
FNF Fidelity National Financial, Inc.
-1.53%
-$2,837.36 
CARR Carrier Global Corporation
-1.49%
-$40,253.28 
ORLY O'Reilly Automotive Inc.
-1.48%
-$29,309.06 
MRK Merck & Co., Inc.
-1.46%
-$137,937.6 
ADBE Adobe Inc.
-1.45%
-$60,064.5 
ITW Illinois Tool Works Inc.
-1.45%
-$74,762.44 
EXPD Expeditors International of Washington, Inc.
-1.44%
-$5,103.12 
SNA Snap-on Inc.
-1.44%
-$61,910.32 
WTRG Essential Utilities Inc.
-1.44%
-$8,393.25 
PSA Public Storage Common Stock
-1.43%
-$68,427.21 
CAT Caterpillar Inc.
-1.43%
-$194,355.46 
ED Consolidated Edison, Inc.
-1.42%
-$17,294.4 
RF Regions Financial Corporation
-1.42%
-$53,596.35 
WMT Walmart Inc.
-1.42%
-$290,140.5 
NDSN Nordson Corporation
-1.42%
-$3,115.7 
F Ford Motor Company
-1.41%
-$22,067.4 
DTE DTE Energy Company
-1.38%
-$2,605.55 
SNPS Synopsys, Inc.
-1.38%
-$40,008.27 
NI NiSource Inc.
-1.37%
-$4,311.72 
RKLB Rocket Lab Corporation
-1.36%
-$6,409.64 
SWK Stanley Black & Decker Inc.
-1.36%
-$1,866.9 
GIS General Mills, Inc.
-1.34%
-$3,911.7 
GWW W.W. Grainger, Inc.
-1.33%
-$17,827.81 
BDX Becton, Dickinson and Company
-1.33%
-$20,306.94 
GPC Genuine Parts Company
-1.32%
-$9,639.7 
LEN Lennar Corporation
-1.32%
-$3,278.53 
CTAS Cintas Corporation
-1.32%
-$57,143.67 
WSM Williams-Sonoma, Inc.
-1.31%
-$5,229.51 
ZBH Zimmer Biomet Holdings, Inc.
-1.31%
-$3,405.78 
SRE Sempra
-1.3%
-$11,125.2 
AMT American Tower Corporation
-1.3%
-$47,727.16 
AZO AutoZone Inc.
-1.3%
-$9,245.34 
INCY Incyte Corporation
-1.3%
-$5,576.56 
ECL Ecolab Inc.
-1.29%
-$43,133.07 
FITB Fifth Third Bancorp
-1.29%
-$59,367 
PNC The PNC Financial Services Group, Inc.
-1.28%
-$102,539.52 
IEX IDEX Corporation
-1.25%
-$2,938.44 
SHW The Sherwin-Williams Company
-1.25%
-$38,632.35 
CCI Crown Castle Inc.
-1.25%
-$6,225.12 
PNFP Pinnacle Financial Partners Inc.
-1.24%
-$2,740 
GRMN Garmin Ltd.
-1.22%
-$63,168.16 
PPL PPL Corporation
-1.21%
-$1,960.55 
NKE Nike, Inc. - Class B
-1.21%
-$36,210.13 
CMS CMS Energy Corporation
-1.2%
-$26,596.24 
PEG Public Service Enterprise Group Incorporated
-1.2%
-$6,771.76 
PPG PPG Industries Inc.
-1.18%
-$13,677.6 
KDP Keurig Dr Pepper Inc.
-1.18%
-$10,276.94 
AVY Avery Dennison Corporation
-1.18%
-$24,269.49 
LRCX Lam Research Corporation
-1.18%
-$198,075.46 
BLDR Builders FirstSource, Inc.
-1.17%
-$1,582.53 
EXR Extra Space Storage Inc.
-1.17%
-$5,318.18 
GGG Graco Inc.
-1.17%
-$2,006.22 
DKS Dick's Sporting Goods, Inc.
-1.16%
-$6,648.84 
UNH UnitedHealth Group Incorporated
-1.15%
-$114,669.71 
SUI Sun Communities Inc.
-1.13%
-$2,407.62 
RSG Republic Services, Inc.
-1.12%
-$27,945 
NVR NVR, Inc.
-1.12%
-$3,270.6 
KLAC KLA Corporation
-1.11%
-$125,704.8 
ODFL Old Dominion Freight Line, Inc.
-1.11%
-$11,084.43 
CDW CDW Corporation
-1.1%
-$2,732.73 
ENTG Entegris, Inc.
-1.1%
-$3,204.03 
FERG Ferguson Enterprises Inc
-1.09%
-$16,057.91 
KR Kroger Co.
-1.08%
-$8,838.57 
FTRE Fortrea Holdings Inc.
-1.07%
-$200.26 
TYL Tyler Technologies Inc.
-1.06%
-$2,094.4 
DGX Quest Diagnostics Inc.
-1.05%
-$13,737.36 
WEC WEC Energy Group Inc.
-1.05%
-$23,490.6 
SUNB Sunbelt Rentals Holdings, Inc.
-1.05%
-$4,750.9 
BKNG Booking Holdings Inc.
-1.05%
-$63,175 
LII Lennox International Inc.
-1.04%
-$2,541.2 
KEY KeyCorp
-1.04%
-$3,202.64 
MET MetLife Inc.
-1.03%
-$7,866.68 
CFG Citizens Financial Group, Inc.
-1.02%
-$4,613.16 
FTV Fortive Corporation
-1.02%
-$3,013.92 
LNT Alliant Energy Corporation
-1.01%
-$1,182.38 
BLK BlackRock, Inc.
-1%
-$53,089.84 
MAS Masco Corporation
-1%
-$2,276.78 
NEE NextEra Energy, Inc.
-0.99%
-$84,751.04 
D Dominion Energy, Inc.
-0.97%
-$3,614.91 
TRU TransUnion
-0.97%
-$2,121.18 
CCL Carnival Corporation Ltd.
-0.97%
-$4,112.13 
O Realty Income Corporation
-0.97%
-$8,314.69 
AEP American Electric Power Company, Inc.
-0.96%
-$8,889.3 
DIS The Walt Disney Company
-0.96%
-$53,423.96 
WPC W. P. Carey Inc.
-0.96%
-$11,849.36 
CHTR Charter Communications Inc
-0.95%
-$1,512.67 
CSX CSX Corporation
-0.94%
-$43,440.65 
NLY Annaly Capital Management, Inc.
-0.93%
-$20,881.23 
STE STERIS plc
-0.92%
-$3,981.81 
DHR Danaher Corporation
-0.91%
-$38,103.96 
H Hyatt Hotels Corporation
-0.91%
-$1,031.82 
LLY Eli Lilly and Company
-0.91%
-$208,599.43 
AMRZ Amrize Ltd.
-0.91%
-$3,167.55 
RMD ResMed Inc.
-0.91%
-$6,814.8 
HBAN Huntington Bancshares Incorporated
-0.9%
-$31,493.41 
GLPI Gaming and Leisure Properties, Inc.
-0.89%
-$1,611.6 
PRU Prudential Financial, Inc.
-0.87%
-$23,127.52 
EQT EQT Corporation
-0.87%
-$1,640.88 
MRSH Marsh & McLennan Companies, Inc.
-0.87%
-$52,354.88 
JNJ Johnson & Johnson
-0.86%
-$176,598.85 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$57,038.8 
CRBG Corebridge Financial Inc.
-0.85%
-$5,468.85 
WFC Wells Fargo & Company
-0.84%
-$68,435.85 
RVMD Revolution Medicines Inc.
-0.83%
-$3,268.4 
GS The Goldman Sachs Group, Inc.
-0.83%
-$78,843.69 
ADM Archer-Daniels-Midland Co
-0.83%
-$2,088.82 
ROL Rollins, Inc.
-0.82%
-$3,865.76 
INVH Invitation Homes Inc.
-0.81%
-$1,961.71 
EXC Exelon Corporation
-0.81%
-$12,607.12 
AEE Ameren Corporation
-0.79%
-$17,666 
CNP CenterPoint Energy Inc.
-0.79%
-$1,354.9 
WBD Warner Bros. Discovery, Inc.
-0.78%
-$14,181.3 
STLA Stellantis N.V.
-0.78%
-$21,824.37 
J Jacobs Solutions Inc.
-0.77%
-$1,748.28 
BAC Bank of America Corporation
-0.77%
-$84,953.44 
HPE Hewlett Packard Enterprise Company
-0.76%
-$12,062.05 
TSCO Tractor Supply Company
-0.75%
-$1,716.95 
LH Labcorp Holdings Inc.
-0.74%
-$5,897.43 
ES Eversource Energy
-0.74%
-$24,715.9 
QGEN QIAGEN N.V.
-0.73%
-$30,827.4 
ETR Entergy Corporation
-0.72%
-$5,193.06 
PCAR PACCAR Inc.
-0.71%
-$9,926.1 
PG Procter & Gamble Co
-0.71%
-$67,280.53 
DOC Healthpeak Properties, Inc.
-0.71%
-$1,565.6 
UNP Union Pacific Corporation
-0.71%
-$40,103.64 
UTHR United Therapeutics Corporation
-0.7%
-$2,146.13 
BHF Brighthouse Financial Inc.
-0.69%
-$8.67 
MTB M&T Bank Corporation
-0.69%
-$8,191.55 
CLX The Clorox Company
-0.69%
-$1,129.84 
SBAC SBA Communications Corporation
-0.68%
-$1,926.08 
EQH Equitable Holdings, Inc.
-0.66%
-$3,933.47 
WSO Watsco Inc.
-0.66%
-$1,173.55 
BBY Best Buy Co., Inc.
-0.65%
-$3,428.79 
HEI.A Heico Corporation
-0.65%
-$1,769.05 
NTRS Northern Trust Corporation
-0.64%
-$6,643.77 
SYY Sysco Corporation
-0.64%
-$18,652.2 
SO The Southern Company
-0.64%
-$17,227.01 
IQV IQVIA Holdings Inc.
-0.64%
-$3,254.62 
MCO Moody's Corporation
-0.63%
-$22,752.48 
WST West Pharmaceutical Services, Inc.
-0.62%
-$2,222.08 
ATO Atmos Energy Corporation
-0.6%
-$2,514.43 
TTC The Toro Company
-0.59%
-$136.64 
HRL Hormel Foods Corporation
-0.59%
-$2,011.05 
HUM Humana Inc.
-0.59%
-$3,952.7 
BALL Ball Corp.
-0.57%
-$1,308.17 
PNR Pentair plc
-0.56%
-$794.5 
YUM Yum! Brands, Inc.
-0.56%
-$19,515.37 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.55%
-$1,715.84 
AXP American Express Company
-0.54%
-$37,713.93 
WTW Willis Towers Watson Public Limited Company
-0.53%
-$2,418 
TDY Teledyne Technologies Incorporated
-0.53%
-$2,241.05 
VICI Vici Properties Inc.
-0.5%
-$6,891.61 
PFE Pfizer Inc.
-0.5%
-$27,975.28 
EXE Expand Energy Corporation
-0.49%
-$626.08 
IRM Iron Mountain Inc.
-0.48%
-$18,239.13 
GT The Goodyear Tire & Rubber Company
-0.48%
-$718.62 
AIG American International Group Inc.
-0.48%
-$3,093.47 
RL Ralph Lauren Corporation
-0.48%
-$640.74 
CHD Church & Dwight Co., Inc.
-0.47%
-$4,203.14 
PM Philip Morris International Inc.
-0.47%
-$8,638.2 
REG Regency Centers Corporation
-0.47%
-$4,728.57 
ZTS Zoetis Inc.
-0.46%
-$6,540.52 
COST Costco Wholesale Corporation
-0.46%
-$74,246.44 
PH Parker-Hannifin Corporation
-0.43%
-$24,747.6 
VLTO Veralto Corporation
-0.43%
-$1,664.8 
CAH Cardinal Health Inc.
-0.42%
-$3,249.6 
UDR UDR Inc.
-0.41%
-$708.84 
COR Cencora, Inc.
-0.41%
-$3,341.78 
MCK McKesson Corporation
-0.41%
-$16,289.88 
CSGP CoStar Group, Inc.
-0.4%
-$713.04 
IFF International Flavors & Fragrances Inc.
-0.4%
-$1,166.44 
ERIE Erie Indemnity Company
-0.39%
-$304.92 
MO Altria Group, Inc.
-0.39%
-$2,998.02 
VZ Verizon Communications Inc.
-0.39%
-$21,206.48 
EQR Equity Residential
-0.38%
-$1,382.51 
CPRT Copart Inc.
-0.38%
-$4,647.19 
ILMN Illumina, Inc.
-0.38%
-$3,309.97 
ADSK Autodesk, Inc.
-0.38%
-$6,582.68 
DXCM DexCom, Inc.
-0.38%
-$2,177.03 
AVB AvalonBay Communities, Inc.
-0.38%
-$1,436.95 
MSI Motorola Solutions, Inc.
-0.38%
-$9,687.6 
EVRG Evergy Inc.
-0.37%
-$453.21 
HEI Heico Corporation
-0.37%
-$1,500.16 
TRV The Travelers Companies, Inc.
-0.37%
-$19,948.48 
ADP Automatic Data Processing Inc.
-0.36%
-$24,710.49 
AFL Aflac Inc.
-0.35%
-$15,004.88 
FE FirstEnergy Corp.
-0.35%
-$570.69 
DKNG DraftKings Inc.
-0.34%
-$517.31 
TT Trane Technologies plc
-0.34%
-$16,598.4 
HSY The Hershey Company
-0.34%
-$6,836.46 
EXPE Expedia Group, Inc.
-0.34%
-$1,494 
ABNB Airbnb, Inc.
-0.33%
-$11,826.24 
JPM JPMorgan Chase & Co.
-0.32%
-$81,466.23 
HWM Howmet Aerospace Inc.
-0.32%
-$7,930.92 
CTSH Cognizant Technology Solutions Corporation
-0.31%
-$1,421.28 
MCD McDonald's Corporation
-0.31%
-$24,533.97 
TROW T. Rowe Price Group, Inc.
-0.31%
-$4,776.02 
WM Waste Management, Inc.
-0.31%
-$17,507.7 
KIM Kimco Realty Corporation
-0.31%
-$783.2 
GILD Gilead Sciences Inc.
-0.3%
-$23,991.97 
XEL Xcel Energy Inc.
-0.3%
-$10,525.92 
RJF Raymond James Financial Inc.
-0.3%
-$10,899 
EIX Edison International
-0.3%
-$1,278.8 
SLB Schlumberger Limited
-0.29%
-$6,687.36 
ABBV AbbVie Inc.
-0.27%
-$38,722.49 
CMI Cummins Inc.
-0.27%
-$9,773.04 
ROK Rockwell Automation, Inc.
-0.25%
-$3,067.74 
ZBRA Zebra Technologies Corporation
-0.25%
-$477.64 
GM General Motors Company
-0.25%
-$3,408.41 
EQIX Equinix, Inc.
-0.24%
-$8,724.1 
EG Everest Group, Ltd.
-0.23%
-$824.76 
AME Ametek Inc.
-0.22%
-$2,772.96 
AMP Ameriprise Financial, Inc.
-0.21%
-$3,973.08 
JCI Johnson Controls International plc
-0.21%
-$3,951.54 
SPG Simon Property Group, Inc.
-0.21%
-$4,122.37 
NSC Norfolk Southern Corporation
-0.2%
-$2,603.72 
LIN Linde plc
-0.17%
-$16,774.47 
AJG Arthur J. Gallagher & Co.
-0.16%
-$2,886.73 
COO The Cooper Companies, Inc.
-0.15%
-$306.02 
HCA HCA Healthcare Inc.
-0.15%
-$4,365.9 
CSCO Cisco Systems, Inc.
-0.14%
-$32,745.6 
VTR Ventas Inc.
-0.14%
-$918.95 
BMY Bristol-Myers Squibb Company
-0.13%
-$5,866.72 
MAR Marriott International Inc. - Class A
-0.12%
-$4,997.3 
PANW Palo Alto Networks, Inc.
-0.12%
-$13,438.79 
RIVN Rivian Automotive, Inc.
-0.12%
-$217.48 
TDG TransDigm Group Inc.
-0.11%
-$1,478.28 
EW Edwards Lifesciences Corporation
-0.1%
-$1,004.58 
FDS FactSet Research Systems Inc.
-0.1%
-$133.38 
KMB Kimberly-Clark Corporation
-0.08%
-$1,317.15 
UHS Universal Health Services, Inc.
-0.07%
-$37.17 
OTIS Otis Worldwide Corporation
-0.06%
-$250.11 
APA APA Corporation
-0.06%
-$61.34 
KO The Coca-Cola Company
-0.05%
-$4,649.28 
OGN Organon & Co.
-0.04%
-$12.05 
SOFI SoFi Technologies, Inc.
-0.03%
-$91.57 
DG Dollar General Corporation
-0.02%
-$734.91 
OKLO Oklo Inc.
-0.02%
-$15.45 
CVS CVS Health Corporation
-0.02%
-$1,502.2 
CHRW C.H. Robinson Worldwide, Inc.
-0.01%
-$61.47 
PCG PG&E Corporation
0%
-$9.53 Events
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Dividends
Dividend Analysis
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No Data
| Trades 7456 | Longs Won 4618/7456 61% | Profit Factor 3.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.68M |
| Average Win $257,532.75 | Best Trade (Jul 22) $64.51M | Sharpe Ratio -29.03 |
| Average Loss -$137,174.07 | Worst Trade (Mar 31) -$53.43M | Z-Score -9.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w | Expectancy $107,294.29 |
| 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 | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Dana Glandien?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $79.55M, Apple Inc - $46.42M, Microsoft Corp - $44.99M, Alphabet Inc - $25.85M, and O'Reilly Automotive Inc - $24.64M. 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: Bentley Systems, Incorporated Class B - $95.75M, NVR, Inc - $53.43M, PayPal Holdings Inc - $6.59M, First Citizens BancShares, Inc - $5.96M, and The Walt Disney Company - $4.1M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dana Glandien's portfolio generate?
The portfolio generates substantial dividend income, with a total of $100.91M earned over time. The largest contributors to dividend income include Microsoft Corp - $3.33M, AbbVie Inc - $2.42M, Apple Inc - $2.29M, Johnson & Johnson - $2.23M, and Cisco Systems, Inc - $2M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dana Glandien's monthly returns?
Dana Glandien's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Dana Glandien's strategy be considered aggressive or moderate?
Dana Glandien's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Dana Glandien's strategy?
Dana Glandien's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
