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:
76.34%
Gain -0.36%
Monthly
1.02%
Yearly
12.9%
Drawdown
18.13%
$2.08B
Equity
Holdings
$2.08B
Investment
$1.55B
$892.93M
Profit -$7.17M
Realized
$359.82M
Unrealized
$533.11M
Dividends
$103.33M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$7.17M
Win %
62%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$7.17M
Win %
62%
This Month
Compared to last month
Gain
-0.82%
Profit
-$17.21M
Win %
62%
This Year
Compared to last year
Gain
2.25%
Profit
$45.84M
Win %
61%
ZS Zscaler Inc.
+16.52%
+$40,893.76 
CRWD CrowdStrike Holdings, Inc.
+13.85%
+$1.29M 
PANW Palo Alto Networks, Inc.
+13.09%
+$1.35M 
RBLX Roblox Corporation
+12.66%
+$65,750.4 
OKTA Okta Inc.
+11.98%
+$49,476 
IOT Samsara Inc. Class A Common Stock
+11.78%
+$23,400.04 
COIN Coinbase Global, Inc.
+9.24%
+$67,398.97 
FTNT Fortinet Inc.
+9.04%
+$562,622.14 
NET Cloudflare Inc.
+7.81%
+$147,152.38 
ADSK Autodesk, Inc.
+7.78%
+$130,603.53 
CRCL Circle Internet Group, Inc.
+7.57%
+$15,201.76 
NOW ServiceNow, Inc.
+7.41%
+$303,064.84 
TEAM Atlassian Corporation Class A
+7.27%
+$32,217.55 
CTSH Cognizant Technology Solutions Corporation
+6.83%
+$38,043.9 
TYL Tyler Technologies Inc.
+6.82%
+$14,143.36 
FDS FactSet Research Systems Inc.
+6.67%
+$8,880.03 
VRSK Verisk Analytics Inc.
+6.15%
+$21,194.31 
EMBC Embecta Corp.
+6.07%
+$210.3 
ACN Accenture plc Class A
+6.05%
+$329,533.62 
CPRT Copart Inc.
+5.94%
+$80,256.64 
SPOT Spotify Technology S.A.
+5.87%
+$47,845.25 
MDB MongoDB Inc.
+5.54%
+$22,830.96 
INTU Intuit Inc.
+5.47%
+$215,794.5 
AJG Arthur J. Gallagher & Co.
+5.4%
+$95,662.6 
ADBE Adobe Inc.
+5.3%
+$229,282.13 
MOH Molina Healthcare Inc.
+4.85%
+$1,366.2 
BSX Boston Scientific Corporation
+4.83%
+$100,033.68 
MANH Manhattan Associates Inc.
+4.82%
+$1,428.84 
EPAM Epam Systems Inc.
+4.77%
+$4,449.37 
CRM Salesforce Inc
+4.68%
+$297,674.05 
FOX Fox Corporation Class B Common Stock
+4.6%
+$5,436.49 
WDAY Workday Inc.
+4.58%
+$77,960.11 
MSTR Strategy Inc.
+4.56%
+$33,354.39 
PTC PTC Inc.
+4.49%
+$14,968.5 
CNC Centene Corporation
+4.46%
+$20,891.68 
BBY Best Buy Co., Inc.
+4.43%
+$25,145.1 
PODD Insulet Corporation
+4.43%
+$8,870.96 
DRI Darden Restaurants, Inc.
+4.16%
+$168,932.56 
KR Kroger Co.
+4.12%
+$31,464.96 
DDOG Datadog, Inc. Class A Common Stock
+4%
+$77,571 
BR Broadridge Financial Solutions, Inc.
+3.94%
+$72,903.6 
FOXA Fox Corporation
+3.93%
+$22,913.73 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.91%
+$25,475.66 
DPZ Domino's Pizza Inc.
+3.91%
+$5,622.54 
YUM Yum! Brands, Inc.
+3.89%
+$129,769.62 
NWSA News Corporation
+3.8%
+$5,931.52 
GEN Gen Digital Inc.
+3.8%
+$24,639.9 
NFLX Netflix, Inc.
+3.77%
+$381,039.56 
DG Dollar General Corporation
+3.7%
+$113,346.07 
PLTR Palantir Technologies Inc.
+3.65%
+$531,175.8 
TOST Toast Inc.
+3.64%
+$7,754.76 
ERIE Erie Indemnity Company
+3.61%
+$3,194.85 
CSGP CoStar Group, Inc.
+3.48%
+$6,298.52 
TTWO Take-Two Interactive Software, Inc.
+3.45%
+$28,681.2 
RVTY Revvity Inc.
+3.4%
+$11,166.12 
CI The Cigna Group
+3.35%
+$115,460.7 
MCK McKesson Corporation
+3.31%
+$138,189.24 
ZBH Zimmer Biomet Holdings, Inc.
+3.27%
+$8,757.72 
BRO Brown & Brown Inc.
+3.24%
+$8,880.3 
GOOGL Alphabet Inc
+3.22%
+$2.21M 
MDT Medtronic plc
+3.19%
+$187,398 
KD Kyndryl Holdings Inc.
+3.16%
+$370.6 
APP AppLovin Corporation Class A Common Stock
+3.15%
+$72,797.47 
ADP Automatic Data Processing Inc.
+3.12%
+$248,162.13 
SUI Sun Communities Inc.
+3.09%
+$6,322.44 
GOOG Alphabet Inc
+3.06%
+$1.71M 
AZO AutoZone Inc.
+3.02%
+$20,877.6 
CHRW C.H. Robinson Worldwide, Inc.
+2.96%
+$27,950.1 
RDDT Reddit Inc Class A
+2.91%
+$7,633.17 
BDX Becton, Dickinson and Company
+2.84%
+$49,227.4 
TW Tradeweb Markets Inc.
+2.79%
+$4,646.86 
AFRM Affirm Holdings, Inc.
+2.72%
+$7,825.96 
META Meta Platforms Inc Class A
+2.71%
+$1.21M 
SOLV Solventum Corporation
+2.7%
+$5,345.4 
WST West Pharmaceutical Services, Inc.
+2.58%
+$9,303.56 
OMC Omnicom Group Inc.
+2.57%
+$54,044.64 
WTW Willis Towers Watson Public Limited Company
+2.57%
+$11,080.8 
EXPE Expedia Group, Inc.
+2.5%
+$11,824.46 
TSCO Tractor Supply Company
+2.48%
+$6,254.96 
CVNA Carvana Co.
+2.46%
+$16,211.14 
SNAP Snap Inc.
+2.46%
+$959.28 
IBM International Business Machines Corporation
+2.4%
+$155,381.85 
MO Altria Group, Inc.
+2.38%
+$17,084.97 
ISRG Intuitive Surgical, Inc.
+2.38%
+$137,220.69 
PAYX Paychex Inc.
+2.34%
+$78,159.11 
VLTO Veralto Corporation
+2.33%
+$9,135.59 
SYK Stryker Corporation
+2.31%
+$93,912.91 
CMG Chipotle Mexican Grill, Inc.
+2.28%
+$37,935.15 
AXON Axon Enterprise, Inc.
+2.26%
+$17,712.56 
NVR NVR, Inc.
+2.25%
+$5,257.68 
WM Waste Management, Inc.
+2.18%
+$111,659.49 
GPN Global Payments Inc.
+2.17%
+$6,618.24 
RMD ResMed Inc.
+2.16%
+$18,095.82 
UPS United Parcel Service, Inc.
+2.15%
+$60,883.92 
JKHY Jack Henry & Associates, Inc.
+2.13%
+$2,308.39 
STZ Constellation Brands, Inc.
+2.11%
+$10,007.82 
EG Everest Group, Ltd.
+2.1%
+$7,416.2 
IONQ IonQ, Inc.
+2.04%
+$3,805.5 
GLPI Gaming and Leisure Properties, Inc.
+2.01%
+$3,263.49 
VRSN Verisign Inc.
+2.01%
+$11,061.42 
PM Philip Morris International Inc.
+2%
+$37,148.4 
DXCM DexCom, Inc.
+1.99%
+$12,386.55 
MCD McDonald's Corporation
+1.98%
+$149,022.45 
MRSH Marsh & McLennan Companies, Inc.
+1.98%
+$112,609 
MSFT Microsoft Corp.
+1.97%
+$2.18M 
SPGI S&P Global Inc.
+1.97%
+$86,175.9 
EFX Equifax Inc.
+1.95%
+$8,362.2 
TWLO Twilio Inc.
+1.95%
+$9,332.88 
HRL Hormel Foods Corporation
+1.94%
+$3,666.01 
ACGL Arch Capital Group Ltd
+1.94%
+$16,129.92 
LLY Eli Lilly and Company
+1.92%
+$445,495.05 
DIS The Walt Disney Company
+1.92%
+$117,491.76 
SOFI SoFi Technologies, Inc.
+1.91%
+$6,226.11 
TRMB Trimble Inc.
+1.87%
+$3,687.12 
ALL Allstate Corporation
+1.87%
+$27,474 
GILD Gilead Sciences Inc.
+1.87%
+$159,105.43 
MNST Monster Beverage Corporation
+1.84%
+$44,598.4 
TGT Target Corporation
+1.83%
+$52,395.2 
GM General Motors Company
+1.82%
+$20,916.48 
RKT Rocket Companies, Inc. Class A
+1.82%
+$3,074.88 
PAYC Paycom Software, Inc.
+1.82%
+$3,172.06 
WMT Walmart Inc.
+1.8%
+$365,042.13 
ABBV AbbVie Inc.
+1.79%
+$266,765.46 
CME CME Group Inc.
+1.79%
+$78,720 
T AT&T Inc.
+1.78%
+$111,924.57 
REZI Resideo Technologies Inc.
+1.78%
+$332.86 
CLX The Clorox Company
+1.78%
+$2,650.44 
MSI Motorola Solutions, Inc.
+1.75%
+$51,084.2 
FICO Fair Isaac Corporation
+1.74%
+$5,841.2 
GIS General Mills, Inc.
+1.73%
+$4,755.4 
MAR Marriott International Inc. - Class A
+1.72%
+$63,545.01 
ROL Rollins, Inc.
+1.71%
+$5,629.3 
JBHT J.B. Hunt Transport Services, Inc.
+1.68%
+$16,580.08 
ORLY O'Reilly Automotive Inc.
+1.63%
+$32,877.6 
DHR Danaher Corporation
+1.58%
+$65,841.76 
PGR Progressive Corporation
+1.57%
+$82,500.66 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$61,985 
ROP Roper Technologies Inc.
+1.57%
+$9,153.27 
COST Costco Wholesale Corporation
+1.56%
+$242,642.4 
HOOD Robinhood Markets, Inc.
+1.56%
+$19,483.2 
J Jacobs Solutions Inc.
+1.56%
+$3,787.94 
OTIS Otis Worldwide Corporation
+1.55%
+$5,947.06 
IQV IQVIA Holdings Inc.
+1.5%
+$9,656.94 
AFL Aflac Inc.
+1.49%
+$57,666.87 
COR Cencora, Inc.
+1.48%
+$13,009.08 
HLT Hilton Worldwide Holdings Inc.
+1.46%
+$20,115 
WU Western Union Co.
+1.44%
+$1,204.6 
TRU TransUnion
+1.43%
+$3,038.07 
WSM Williams-Sonoma, Inc.
+1.39%
+$5,509.35 
WRB W.R. Berkley Corporation
+1.39%
+$7,963.7 
RSG Republic Services, Inc.
+1.38%
+$33,978.76 
ALLE Allegion plc
+1.37%
+$2,545.2 
EW Edwards Lifesciences Corporation
+1.36%
+$9,739.35 
STE STERIS plc
+1.36%
+$5,665.66 
VZ Verizon Communications Inc.
+1.35%
+$86,483.99 
UBER Uber Technologies, Inc.
+1.35%
+$60,111.78 
BALL Ball Corp.
+1.34%
+$2,966.43 
LULU lululemon athletica inc.
+1.34%
+$5,371.87 
ELV Elevance Health, Inc.
+1.33%
+$50,157.35 
MAS Masco Corporation
+1.33%
+$2,702.7 
V Visa Inc. Class A
+1.32%
+$268,726.96 
IMO Imperial Oil Limited
+1.31%
+$2,086.91 
CINF Cincinnati Financial Corporation
+1.31%
+$14,256.84 
EXR Extra Space Storage Inc.
+1.29%
+$5,459.26 
CL Colgate-Palmolive Company
+1.27%
+$24,444.81 
AIG American International Group Inc.
+1.26%
+$7,590.5 
VEEV Veeva Systems Inc.
+1.24%
+$9,451 
LH Labcorp Holdings Inc.
+1.24%
+$10,837.75 
SW Smurfit WestRock PLC
+1.23%
+$1,685.93 
FTRE Fortrea Holdings Inc.
+1.22%
+$221.34 
KO The Coca-Cola Company
+1.22%
+$122,988.6 
KKR KKR & Co. Inc.
+1.22%
+$25,232.22 
UNH UnitedHealth Group Incorporated
+1.2%
+$108,558.45 
SSNC SS&C Technologies Holdings Inc.
+1.18%
+$2,894.65 
ODFL Old Dominion Freight Line, Inc.
+1.18%
+$9,171.12 
DGX Quest Diagnostics Inc.
+1.17%
+$12,966.25 
EBAY eBay Inc.
+1.15%
+$19,257.2 
UTHR United Therapeutics Corporation
+1.12%
+$3,214.25 
DHI D.R. Horton, Inc.
+1.12%
+$7,915.6 
ABT Abbott Laboratories
+1.11%
+$67,682.48 
EL The Estée Lauder Companies Inc. Class A
+1.1%
+$3,812.41 
AMGN Amgen Inc.
+1.1%
+$116,789.3 
CPAY Corpay, Inc.
+1.09%
+$4,089.55 
CBOE Cboe Global Markets Inc.
+1.08%
+$30,903.31 
CB Chubb Limited
+1.06%
+$87,919.2 
ESS Essex Property Trust, Inc.
+1.01%
+$2,569.56 
TTC The Toro Company
+1%
+$226.92 
CASY Casey's General Stores Inc.
+1%
+$1,406.06 
ZTS Zoetis Inc.
+0.99%
+$13,148.6 
AXP American Express Company
+0.97%
+$62,329.05 
IDXX IDEXX Laboratories, Inc.
+0.96%
+$11,795.22 
KMB Kimberly-Clark Corporation
+0.96%
+$13,756.9 
CVS CVS Health Corporation
+0.93%
+$65,394.56 
AVY Avery Dennison Corporation
+0.92%
+$20,096.17 
MA Mastercard Incorporated
+0.92%
+$123,863.19 
FTV Fortive Corporation
+0.91%
+$2,025.5 
PNFP Pinnacle Financial Partners Inc.
+0.91%
+$1,972.8 
HIG The Hartford Insurance Group, Inc.
+0.9%
+$8,303.32 
SNOW Snowflake Inc.
+0.89%
+$18,910.22 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$141,262.1 
AWK American Water Works Company, Inc.
+0.89%
+$19,358.96 
MKL Markel Group Inc.
+0.87%
+$2,790.61 
DE Deere & Company
+0.87%
+$63,246.82 
ILMN Illumina, Inc.
+0.85%
+$8,337.12 
DLTR Dollar Tree, Inc.
+0.85%
+$2,704 
VICI Vici Properties Inc.
+0.85%
+$10,762.08 
WY Weyerhaeuser Company
+0.84%
+$1,908.46 
VRTX Vertex Pharmaceuticals Incorporated
+0.82%
+$50,702.5 
BKNG Booking Holdings Inc.
+0.82%
+$47,876.4 
KVUE Kenvue Inc.
+0.82%
+$5,401.69 
EOG EOG Resources, Inc.
+0.8%
+$6,068.39 
LYV Live Nation Entertainment, Inc.
+0.79%
+$3,164.4 
DASH DoorDash, Inc.
+0.79%
+$12,998.25 
TRV The Travelers Companies, Inc.
+0.77%
+$42,400.9 
NKE Nike, Inc. - Class B
+0.75%
+$17,611.55 
LOW Lowe's Companies Inc.
+0.73%
+$26,107.2 
BMY Bristol-Myers Squibb Company
+0.72%
+$34,988.52 
AAP Advance Auto Parts Inc.
+0.72%
+$482.56 
HD The Home Depot, Inc.
+0.7%
+$56,773.71 
RL Ralph Lauren Corporation
+0.69%
+$831.9 
SNA Snap-on Inc.
+0.68%
+$26,749.44 
APA APA Corporation
+0.67%
+$920.1 
RVMD Revolution Medicines Inc.
+0.66%
+$3,134.26 
MCO Moody's Corporation
+0.66%
+$20,379.84 
MAA Mid-America Apartment Communities, Inc.
+0.64%
+$1,328 
NBIX Neurocrine Biosciences Inc.
+0.64%
+$1,392 
TMO Thermo Fisher Scientific Inc.
+0.64%
+$49,090.95 
PFG Principal Financial Group, Inc.
+0.63%
+$17,053.47 
MRK Merck & Co., Inc.
+0.63%
+$68,340.09 
MET MetLife Inc.
+0.63%
+$6,767.34 
KDP Keurig Dr Pepper Inc.
+0.6%
+$5,437.8 
RPM RPM International Inc.
+0.6%
+$1,110.17 
PHM PulteGroup Inc.
+0.6%
+$2,724.27 
INCY Incyte Corporation
+0.59%
+$2,642.4 
PG Procter & Gamble Co
+0.59%
+$53,935.76 
PYPL PayPal Holdings Inc
+0.58%
+$11,687 
OXY Occidental Petroleum Corporation
+0.55%
+$1,534.42 
KEY KeyCorp
+0.55%
+$1,568.64 
EXPD Expeditors International of Washington, Inc.
+0.54%
+$2,010.32 
LEN Lennar Corporation
+0.53%
+$1,260.97 
ALNY Alnylam Pharmaceuticals Inc
+0.53%
+$3,823.89 
XYL Xylem Inc.
+0.52%
+$3,317.44 
COO The Cooper Companies, Inc.
+0.52%
+$778.96 
GEHC GE HealthCare Technologies Inc.
+0.5%
+$4,275.2 
SUNB Sunbelt Rentals Holdings, Inc.
+0.49%
+$2,221.2 
H Hyatt Hotels Corporation
+0.49%
+$474.4 
URI United Rentals, Inc.
+0.47%
+$4,343.04 
CHD Church & Dwight Co., Inc.
+0.43%
+$3,675.65 
WAT Waters Corporation
+0.42%
+$3,755.16 
NDAQ Nasdaq, Inc.
+0.42%
+$15,836.12 
ATO Atmos Energy Corporation
+0.39%
+$1,480.5 
SYY Sysco Corporation
+0.39%
+$11,424 
L Loews Corporation
+0.38%
+$1,019.26 
CRBG Corebridge Financial Inc.
+0.37%
+$2,633.15 
FNF Fidelity National Financial, Inc.
+0.37%
+$604.56 
SHW The Sherwin-Williams Company
+0.37%
+$11,178.86 
FANG Diamondback Energy Inc
+0.37%
+$2,387.25 
XYZ Block, Inc.
+0.37%
+$3,219.58 
OKE ONEOK, Inc.
+0.35%
+$10,055.84 
ULTA Ulta Beauty Inc.
+0.34%
+$1,647.47 
KMI Kinder Morgan, Inc.
+0.34%
+$1,229.34 
TSN Tyson Foods Inc.
+0.34%
+$707.94 
ITW Illinois Tool Works Inc.
+0.34%
+$15,755.4 
SBUX Starbucks Corporation
+0.32%
+$14,509.12 
TMUS T-Mobile US, Inc.
+0.31%
+$15,986.22 
FAST Fastenal Co.
+0.28%
+$5,891.06 
JNJ Johnson & Johnson
+0.28%
+$61,232.25 
ABNB Airbnb, Inc.
+0.27%
+$11,625.58 
CBRE CBRE Group Inc.
+0.27%
+$2,056.56 
UNP Union Pacific Corporation
+0.27%
+$14,514.48 
BAX Baxter International Inc.
+0.25%
+$209.64 
EIX Edison International
+0.25%
+$778.4 
AAPL Apple Inc.
+0.24%
+$350,749.44 
PRU Prudential Financial, Inc.
+0.24%
+$6,484.69 
ICE Intercontinental Exchange, Inc.
+0.24%
+$8,758.85 
ASTS AST SpaceMobile, Inc.
+0.23%
+$487.34 
HSY The Hershey Company
+0.23%
+$4,596.93 
WBD Warner Bros. Discovery, Inc.
+0.21%
+$4,051.8 
INVH Invitation Homes Inc.
+0.2%
+$436.92 
AMP Ameriprise Financial, Inc.
+0.2%
+$4,042.5 
FDX FedEx Corporation
+0.2%
+$5,952.99 
MDLN Medline Inc.
+0.18%
+$139.14 
D Dominion Energy, Inc.
+0.17%
+$601.48 
MELI MercadoLibre, Inc.
+0.15%
+$6,454.63 
MPC Marathon Petroleum Corporation
+0.15%
+$2,011.93 
CAH Cardinal Health Inc.
+0.14%
+$1,109.76 
KIM Kimco Realty Corporation
+0.13%
+$293.7 
FIS Fidelity National Information Services, Inc.
+0.12%
+$526.54 
PCAR PACCAR Inc.
+0.11%
+$1,541.28 
CFG Citizens Financial Group, Inc.
+0.1%
+$436.38 
BIIB Biogen Inc.
+0.1%
+$762.93 
SPG Simon Property Group, Inc.
+0.08%
+$1,323.63 
DOV Dover Corporation
+0.06%
+$361.44 
WPC W. P. Carey Inc.
+0.06%
+$556.04 
SCHW Charles Schwab Corporation
+0.06%
+$3,869.64 
FCNCA First Citizens BancShares, Inc.
+0.04%
+$96.8 
OGN Organon & Co.
+0.04%
+$11.81 
PFE Pfizer Inc.
+0.04%
+$2,265.73 
PEP PepsiCo, Inc.
+0.01%
+$987.28 
AVB AvalonBay Communities, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 G200
G2004J103
0%
$0 
GLW Corning Incorporated
-13.61%
-$367,541.55 
TER Teradyne, Inc.
-13.3%
-$142,401.79 
COHR Coherent Corp.
-12.73%
-$105,403.68 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-11.87%
-$69,603.84 
HPE Hewlett Packard Enterprise Company
-10.76%
-$161,334.64 
SWKS Skyworks Solutions Inc.
-10.29%
-$29,406.15 
LITE Lumentum Holdings Inc.
-9.92%
-$96,692 
GEV GE Vernova Inc.
-8.62%
-$758,248.08 
CIEN Ciena Corporation
-8.57%
-$62,604.54 
ENTG Entegris, Inc.
-8.44%
-$25,370.85 
SMCI Super Micro Computer Inc
-8.39%
-$38,253.32 
LRCX Lam Research Corporation
-8.29%
-$1.3M 
CRDO Credo Technology Group Holding Ltd.
-7.89%
-$31,121.2 
VRT Vertiv Holdings Co
-7.64%
-$147,301.77 
ETN Eaton Corporation plc
-7.59%
-$444,293.36 
MPWR Monolithic Power Systems, Inc.
-7.39%
-$130,900.7 
MRVL Marvell Technology, Inc.
-7.32%
-$587,381.76 
Q Qnity Electronics Inc.
-7.21%
-$27,648.85 
CEG Constellation Energy Corporation
-7.09%
-$288,614.36 
AMAT Applied Materials, Inc.
-7.07%
-$961,330.98 
KEYS Keysight Technologies, Inc.
-7.06%
-$59,775 
BE Bloom Energy Corporation
-6.81%
-$74,967.38 
CRWV CoreWeave, Inc.
-6.75%
-$23,889.75 
FLEX Flex Ltd.
-6.44%
-$40,187.02 
APH Amphenol Corporation
-6.42%
-$1.19M 
KLAC KLA Corporation
-6.39%
-$602,621.25 
FIX Comfort Systems USA, Inc.
-6.35%
-$66,916.43 
JBL Jabil Inc.
-6.12%
-$30,030.78 
ANET Arista Networks, Inc.
-5.89%
-$463,449.84 
ON ON Semiconductor Corporation
-5.88%
-$26,149.76 
DELL Dell Technologies Inc.
-5.81%
-$670,933.76 
JCI Johnson Controls International plc
-5.65%
-$114,171.75 
INTC Intel Corporation
-5.59%
-$914,554.75 
NTAP NetApp, Inc.
-5.54%
-$46,285.4 
FTAI FTAI Aviation Ltd.
-5.41%
-$14,959.22 
MTZ MasTec, Inc. Common Stock
-5.29%
-$11,057.7 
MU Micron Technology, Inc.
-5.25%
-$1.98M 
BAC Bank of America Corporation
-5.14%
-$590,374.95 
VST Vistra Corp
-5.14%
-$16,198.49 
DLR Digital Realty Trust, Inc.
-5.03%
-$47,684.4 
SNDK SanDisk Corporation
-5%
-$9,646.5 
SLB Schlumberger Limited
-4.9%
-$171,059.86 
AVGO Broadcom Inc.
-4.77%
-$2.25M 
ADI Analog Devices, Inc.
-4.69%
-$371,965.44 
FTI TechnipFMC plc
-4.53%
-$29,243.92 
WDC Western Digital Corporation
-4.5%
-$187,886.91 
P Everpure Inc.
-4.49%
-$19,800.9 
AMD Advanced Micro Devices, Inc.
-4.4%
-$1.21M 
PWR Quanta Services Inc.
-4.4%
-$92,406.6 
NRG NRG Energy, Inc.
-4.39%
-$14,537.77 
CAT Caterpillar Inc.
-4.27%
-$523,121.68 
HPQ HP Inc.
-4.09%
-$126,357.35 
SNPS Synopsys, Inc.
-4.01%
-$120,103.5 
EME EMCOR Group, Inc.
-4.01%
-$25,908.12 
GS The Goldman Sachs Group, Inc.
-3.97%
-$350,341.6 
NTRS Northern Trust Corporation
-3.95%
-$29,962.17 
HEI Heico Corporation
-3.89%
-$15,036.84 
HUBB Hubbell Inc.
-3.88%
-$25,132.8 
BKR Baker Hughes Company
-3.86%
-$59,583.24 
EQIX Equinix, Inc.
-3.76%
-$142,545 
TT Trane Technologies plc
-3.75%
-$173,237.6 
ORCL Oracle Corporation
-3.75%
-$272,058.49 
MCHP Microchip Technology Incorporated
-3.67%
-$39,763.68 
MS Morgan Stanley
-3.63%
-$393,862.5 
CDNS Cadence Design Systems, Inc.
-3.56%
-$131,916.45 
EQR Equity Residential
-3.5%
-$11,231.22 
CDE Coeur Mining, Inc.
-3.45%
-$10,864.42 
AME Ametek Inc.
-3.39%
-$42,809.13 
NVDA NVIDIA Corporation
-3.35%
-$4.76M 
HEI.A Heico Corporation
-3.34%
-$8,540.8 
INSM Insmed Inc.
-3.18%
-$12,658.8 
DKS Dick's Sporting Goods, Inc.
-3.15%
-$11,195.28 
BNY BlackRock New York Municipal Income Trust
-3.06%
-$82,656.07 
NEM Newmont Corporation
-2.94%
-$180,520.02 
BURL Burlington Stores Inc.
-2.86%
-$6,174.32 
CMI Cummins Inc.
-2.84%
-$86,417.46 
IRM Iron Mountain Inc.
-2.71%
-$96,039.84 
AMRZ Amrize Ltd.
-2.69%
-$7,672.51 
STT State Street Corp
-2.69%
-$21,642.4 
STLA Stellantis N.V.
-2.59%
-$66,874.22 
RS Reliance Inc.
-2.56%
-$7,433.59 
EMR Emerson Electric Co.
-2.56%
-$192,574.45 
TDG TransDigm Group Inc.
-2.54%
-$24,330.16 
FCX Freeport-McMoRan Inc.
-2.43%
-$103,819.12 
HAL Halliburton Company
-2.3%
-$16,896.83 
LPLA LPL Financial Holdings Inc.
-2.29%
-$9,094.4 
PH Parker-Hannifin Corporation
-2.25%
-$129,729.06 
CSL Carlisle Companies Inc.
-2.22%
-$4,592.28 
STLD Steel Dynamics Inc.
-2.19%
-$18,362.66 
ROK Rockwell Automation, Inc.
-2.19%
-$24,969.56 
DD DuPont de Nemours, Inc.
-2.11%
-$5,298.36 
SPCX Space Exploration Technologies Corp. Class A
-2.04%
-$11,235.28 
PEG Public Service Enterprise Group Incorporated
-2.03%
-$10,853.01 
TXN Texas Instruments Inc
-1.97%
-$249,802.08 
NDSN Nordson Corporation
-1.96%
-$4,675.44 
VLO Valero Energy Corporation
-1.93%
-$114,321.48 
CCI Crown Castle Inc.
-1.9%
-$9,279.36 
C Citigroup Inc.
-1.9%
-$118,050.24 
GE General Electric Company
-1.88%
-$57,000 
RCL Royal Caribbean Group
-1.86%
-$24,116.19 
CSCO Cisco Systems, Inc.
-1.85%
-$322,510.14 
NUE Nucor Corporation
-1.83%
-$15,750.84 
MKC McCormick & Company, Incorporated
-1.81%
-$3,403.8 
MMM 3M Company
-1.78%
-$65,212.14 
XEL Xcel Energy Inc.
-1.77%
-$59,136.88 
MLM Martin Marietta Materials, Inc.
-1.77%
-$11,688.72 
TSLA Tesla, Inc.
-1.77%
-$457,519.58 
WFC Wells Fargo & Company
-1.75%
-$147,785.3 
JPM JPMorgan Chase & Co.
-1.71%
-$443,991.45 
WAB Wabtec Corporation
-1.69%
-$15,179.51 
CHTR Charter Communications Inc
-1.66%
-$2,940.3 
ETR Entergy Corporation
-1.61%
-$11,342.4 
CTVA Corteva Inc.
-1.6%
-$5,586.46 
EQT EQT Corporation
-1.57%
-$6,353.75 
PCG PG&E Corporation
-1.56%
-$7,002.34 
RJF Raymond James Financial Inc.
-1.53%
-$57,202.9 
EXE Expand Energy Corporation
-1.51%
-$2,082.08 
APD Air Products and Chemicals, Inc.
-1.5%
-$35,599.4 
QGEN QIAGEN N.V.
-1.49%
-$64,766.19 
LNG Cheniere Energy Inc.
-1.48%
-$12,467.12 
AER AerCap Holdings N.V.
-1.47%
-$15,627.04 
LYB LyondellBasell Industries N.V.
-1.46%
-$3,432.63 
CF CF Industries Holdings, Inc.
-1.42%
-$11,377.8 
CDW CDW Corporation
-1.36%
-$3,885.31 
CW Curtiss-Wright Corporation
-1.34%
-$5,812.5 
SBAC SBA Communications Corporation
-1.29%
-$3,688.8 
BLK BlackRock, Inc.
-1.28%
-$69,301.1 
CMCSA Comcast Corp
-1.27%
-$48,550.72 
AMZN Amazon.com Inc
-1.26%
-$998,127.36 
KHC The Kraft Heinz Company
-1.26%
-$3,884.3 
CG The Carlyle Group Inc.
-1.23%
-$7,889.96 
WMB The Williams Companies, Inc.
-1.22%
-$20,426.39 
FISV Fiserv, Inc.
-1.14%
-$10,998.78 
CNP CenterPoint Energy Inc.
-1.14%
-$1,773.33 
TPL Texas Pacific Land Corporation
-1.1%
-$2,521.26 
DTE DTE Energy Company
-1.09%
-$1,842.95 
HWM Howmet Aerospace Inc.
-1.09%
-$24,522.7 
RIVN Rivian Automotive, Inc.
-1.06%
-$1,965.2 
TDY Teledyne Technologies Incorporated
-1.06%
-$4,319.26 
TRGP Targa Resources Corp.
-1.03%
-$9,313.85 
QCOM QUALCOMM Incorporated
-1.02%
-$108,491.94 
EXC Exelon Corporation
-1.02%
-$14,983.32 
DVN Devon Energy Corporation
-0.99%
-$4,811 
LVS Las Vegas Sands Corp.
-0.99%
-$5,190.95 
VTR Ventas Inc.
-0.98%
-$6,138.88 
BG Bunge Global S.A.
-0.96%
-$2,220.76 
IEX IDEX Corporation
-0.96%
-$2,300.4 
FSLR First Solar, Inc.
-0.95%
-$4,139.2 
PSX Phillips 66
-0.94%
-$11,343.56 
EVRG Evergy Inc.
-0.93%
-$1,072.36 
GT The Goodyear Tire & Rubber Company
-0.93%
-$1,026.6 
AEE Ameren Corporation
-0.93%
-$19,472.75 
GRAL Grail, Inc.
-0.92%
-$190.4 
DECK Deckers Outdoor Corporation
-0.9%
-$2,298.04 
AEP American Electric Power Company, Inc.
-0.89%
-$7,777 
VMC Vulcan Materials Company
-0.89%
-$5,746.5 
CVX Chevron Corporation
-0.89%
-$23,363.46 
XPO XPO Inc.
-0.87%
-$2,603.84 
F Ford Motor Company
-0.86%
-$13,503.6 
WSO Watsco Inc.
-0.84%
-$1,269.35 
GRMN Garmin Ltd.
-0.84%
-$45,961 
PPL PPL Corporation
-0.84%
-$1,284.49 
MTB M&T Bank Corporation
-0.83%
-$9,422.65 
NEE NextEra Energy, Inc.
-0.81%
-$65,475.75 
NI NiSource Inc.
-0.81%
-$2,292.74 
UAL United Airlines Holdings, Inc.
-0.78%
-$1,011.36 
COF Capital One Financial Corporation
-0.76%
-$14,764.74 
IBKR Interactive Brokers Group Inc.
-0.7%
-$4,749.44 
PNR Pentair plc
-0.69%
-$885.3 
HUM Humana Inc.
-0.65%
-$4,683.42 
ED Consolidated Edison, Inc.
-0.64%
-$7,501.76 
FE FirstEnergy Corp.
-0.64%
-$990.32 
PNC The PNC Financial Services Group, Inc.
-0.64%
-$49,644.95 
RKLB Rocket Lab Corporation
-0.64%
-$3,037.2 
MTD Mettler-Toledo International Inc.
-0.63%
-$2,458.28 
TFC Truist Financial Corporation
-0.6%
-$5,526.6 
FITB Fifth Third Bancorp
-0.6%
-$25,121.58 
WELL Welltower Inc.
-0.56%
-$32,186 
XOM Exxon Mobil Corporation
-0.55%
-$56,256.03 
HBAN Huntington Bancshares Incorporated
-0.53%
-$17,282.97 
COP ConocoPhillips
-0.51%
-$7,417.9 
LNT Alliant Energy Corporation
-0.51%
-$531.76 
APO Apollo Global Management, Inc.
-0.5%
-$10,861.5 
PKG Packaging Corporation of America
-0.49%
-$3,834.96 
TPR Tapestry Inc.
-0.49%
-$1,724.92 
CMS CMS Energy Corporation
-0.47%
-$11,730.6 
DOW Dow Inc.
-0.47%
-$1,381.59 
TROW T. Rowe Price Group, Inc.
-0.46%
-$6,656.65 
AMT American Tower Corporation
-0.44%
-$17,024.28 
PLD Prologis Inc.
-0.43%
-$19,220.43 
SRE Sempra
-0.42%
-$3,336.9 
SWK Stanley Black & Decker Inc.
-0.39%
-$533.4 
LIN Linde plc
-0.39%
-$35,095.9 
O Realty Income Corporation
-0.39%
-$6,369.16 
GPC Genuine Parts Company
-0.37%
-$4,388.18 
PSA Public Storage Common Stock
-0.37%
-$16,343.35 
HCA HCA Healthcare Inc.
-0.35%
-$11,747.8 
ADM Archer-Daniels-Midland Co
-0.35%
-$882.6 
CARR Carrier Global Corporation
-0.34%
-$7,127.64 
CTAS Cintas Corporation
-0.34%
-$14,161.68 
RF Regions Financial Corporation
-0.33%
-$11,899.6 
IP International Paper Company
-0.32%
-$799.37 
DUK Duke Energy Corporation
-0.32%
-$8,423.84 
ROST Ross Stores, Inc.
-0.3%
-$11,505.2 
NLY Annaly Capital Management, Inc.
-0.27%
-$6,890.46 
ES Eversource Energy
-0.26%
-$8,088.84 
USB U.S. Bancorp
-0.26%
-$18,458.72 
PPG PPG Industries Inc.
-0.24%
-$2,835.5 
ECL Ecolab Inc.
-0.23%
-$8,024.25 
GWW W.W. Grainger, Inc.
-0.23%
-$3,033.64 
BHF Brighthouse Financial Inc.
-0.22%
-$2.09 
ZM Zoom Video Communications, Inc.
-0.22%
-$1,372.14 
BLDR Builders FirstSource, Inc.
-0.21%
-$36.14 
IFF International Flavors & Fragrances Inc.
-0.2%
-$629.51 
PTON Peloton Interactive, Inc.
-0.2%
-$25.34 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.2%
-$582.16 
SO The Southern Company
-0.2%
-$4,841.77 
GGG Graco Inc.
-0.18%
-$336.11 
AMCR Amcor plc
-0.17%
-$455.84 
BX Blackstone Inc.
-0.16%
-$5,287.4 
WEC WEC Energy Group Inc.
-0.15%
-$3,158.4 
SYF Synchrony Financial
-0.15%
-$594.89 
LII Lennox International Inc.
-0.14%
-$227.97 
DAL Delta Air Lines, Inc.
-0.12%
-$235.9 
REG Regency Centers Corporation
-0.12%
-$1,105.38 
NSC Norfolk Southern Corporation
-0.1%
-$1,229.15 
ARES Ares Management Corporation
-0.08%
-$901.45 
MDLZ Mondelez International, Inc.
-0.08%
-$2,388.45 
A Agilent Technologies Inc.
-0.06%
-$488.52 
FERG Ferguson Enterprises Inc
-0.06%
-$971.75 
FFIV F5 Inc.
-0.05%
-$576.62 
CSX CSX Corporation
-0.04%
-$1,848.6 
TJX The TJX Companies, Inc.
-0.03%
-$1,598.36 
AOS A. O. Smith Corporation
-0.01%
-$123.75 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 7855 | Longs Won 4840/7855 61% | Profit Factor 3.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.72M |
| Average Win $263,521.36 | Best Trade (Sep 04) $74.66M | Sharpe Ratio -17.89 |
| Average Loss -$126,870.23 | Worst Trade (Mar 31) -$53.43M | Z-Score 6.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 1d | Expectancy $113,676.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5,428 | $636,315.54 | $797,047.52 | - | $160,731.98 | 25.26% | -0.061% |
| AAP Advance Auto Parts Inc. | 1,508 | $71,313.32 | $67,860 | - | -$3,453.32 | -4.84% | +0.716% |
| AAPL Apple Inc. | 433,024 | $96.06M | $144.23M | - | $48.17M | 50.15% | +0.244% |
| ABBV AbbVie Inc. | 57,804 | $10.45M | $15.13M | - | $4.68M | 44.74% | +1.795% |
| ABNB Airbnb, Inc. | 25,273 | $3.33M | $4.31M | - | $982,459.41 | 29.5% | +0.27% |
| ABT Abbott Laboratories | 59,896 | $7.94M | $6.17M | - | -$1.77M | -22.27% | +1.108% |
| ACGL Arch Capital Group Ltd | 8,672 | $773,483.43 | $849,422.4 | - | $75,938.97 | 9.82% | +1.936% |
| ACN Accenture plc Class A | 29,621 | $9.33M | $5.78M | - | -$3.55M | -38.09% | +6.049% |
| ADBE Adobe Inc. | 17,149 | $7.57M | $4.55M | - | -$3.01M | -39.79% | +5.301% |
| ADI Analog Devices, Inc. | 20,944 | $3.95M | $7.56M | - | $3.61M | 91.59% | -4.689% |
| ADM Archer-Daniels-Midland Co | 2,942 | $150,953.12 | $254,247.64 | - | $103,294.52 | 68.43% | -0.346% |
| ADP Automatic Data Processing Inc. | 29,649 | $8.62M | $8.2M | - | -$422,778.45 | -4.9% | +3.12% |
| ADSK Autodesk, Inc. | 7,901 | $2.08M | $1.81M | - | -$274,083.71 | -13.16% | +7.782% |
| AEE Ameren Corporation | 20,075 | $1.99M | $2.09M | - | $99,293.41 | 5% | -0.925% |
| AEP American Electric Power Company, Inc. | 7,070 | $775,462.57 | $864,166.1 | - | $88,703.53 | 11.44% | -0.892% |
| AER AerCap Holdings N.V. | 7,513 | $774,158.07 | $1.05M | - | $273,304.39 | 35.3% | -1.47% |
| AFL Aflac Inc. | 33,625 | $3.73M | $3.93M | - | $199,755.52 | 5.35% | +1.488% |
| AFRM Affirm Holdings, Inc. | 4,034 | $297,345.72 | $296,014.92 | - | -$1,330.8 | -0.45% | +2.716% |
| AIG American International Group Inc. | 7,990 | $691,778.2 | $609,477.2 | - | -$82,301 | -11.9% | +1.261% |
| AJG Arthur J. Gallagher & Co. | 7,370 | $2.51M | $1.87M | - | -$638,618.81 | -25.49% | +5.401% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $80.96M, Apple Inc - $46.53M, Microsoft Corp - $45.2M, Alphabet Inc - $25.89M, 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 - $79.59M, NVR, Inc - $53.49M, PayPal Holdings Inc - $6.72M, First Citizens BancShares, Inc - $5.96M, and The Walt Disney Company - $4.09M. 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 $103.33M earned over time. The largest contributors to dividend income include Microsoft Corp - $3.53M, AbbVie Inc - $2.52M, Apple Inc - $2.41M, Johnson & Johnson - $2.34M, and Verizon Communications Inc - $2.04M. 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.
