Carol Somoano Portfolio
Invests via Asset Planning Inc. | Managed by Sandra C. Field, Carol Somoano, Erin Nelsen
Invests via Asset Planning Inc.
Managed by Sandra C. Field, Carol Somoano, Erin Nelsen
Automatically Tracked
Operating executive and finance professional with experience in corporate finance, investor relations and strategic planning for growth-stage technology and consumer companies. Carol Somoano is known for leading FP&A, capital raises and public-company reporting while partnering with CEOs and boards on M&A and growth initiatives. She brings cross-functional operating experience, capital markets fluency and a focus on scaling finance teams to support revenue expansion.
Operating executive and finance professional with experience in corporate finance, investor relations and strategic planning for growth-stage technology and consumer companies. Carol Somoano is known for leading FP&A, capital raises and public-company reporting while partnering with CEOs and boards on M&A and growth initiatives. She brings cross-functional operating experience, capital markets fluency and a focus on scaling finance teams to support revenue expansion.
Investment Philosophy & Strategy
Operating executive and finance professional with experience in corporate finance, investor relations and strategic planning for growth-stage technology and consumer companies. Carol Somoano is known for leading FP&A, capital raises and public-company reporting while partnering with CEOs and boards on M&A and growth initiatives. She brings cross-functional operating experience, capital markets fluency and a focus on scaling finance teams to support revenue expansion.
Operating executive and finance professional with experience in corporate finance, investor relations and strategic planning for growth-stage technology and consumer companies. Carol Somoano is known for leading FP&A, capital raises and public-company reporting while partnering with CEOs and boards on M&A and growth initiatives. She brings cross-functional operating experience, capital markets fluency and a focus on scaling finance teams to support revenue expansion.
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:
-0.29%
Gain
Monthly
-0.02%
Yearly
-0.19%
Drawdown
17.59%
$153.78M
Equity
Holdings
$153.78M
Investment
$125.92M
$27.52M
Profit +$421,611.03
Realized
-$338,623.13
Unrealized
$27.86M
Dividends
$4.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$421,611.03
Win %
68%
This Week
Compared To Last Week
Gain
0.55%
Profit
$840,349.22
Win %
68%
This Month
Compared to last month
Gain
1.74%
Profit
$2.62M
Win %
68%
This Year
Compared to last year
Gain
11.86%
Profit
$16.31M
Win %
67%
TRV The Travelers Companies, Inc.
+8.31%
+$5,166.72 
ASTS AST SpaceMobile, Inc.
+3.64%
+$200 
ALL Allstate Corporation
+3.32%
+$266,031.42 
ADM Archer-Daniels-Midland Co
+2.98%
+$1,509.75 
MO Altria Group, Inc.
+2.94%
+$105,315.21 
MRK Merck & Co., Inc.
+2.92%
+$9,052.71 
CF CF Industries Holdings, Inc.
+2.82%
+$565.3 
T AT&T Inc.
+2.75%
+$3,724.38 
BMY Bristol-Myers Squibb Company
+2.64%
+$28,524.8 
GILD Gilead Sciences Inc.
+2.52%
+$2,826.32 
CB Chubb Limited
+2.52%
+$38,876.36 
GE General Electric Company
+2.46%
+$1,243.92 
BIIB Biogen Inc.
+2.41%
+$422.94 
COP ConocoPhillips
+2.4%
+$314.36 
ABT Abbott Laboratories
+2.29%
+$6,369.18 
LMT Lockheed Martin Corporation
+2.28%
+$21,188.7 
TR Tootsie Roll Industries, Inc.
+2.26%
+$337.31 
PSX Phillips 66
+2.22%
+$4,849.95 
TTE TotalEnergies SE
+2.21%
+$990.06 
AMTM Amentum Holdings, Inc.
+2.12%
+$788.92 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.11%
+$15.51 
AIG American International Group Inc.
+2.08%
+$593.12 
ABBV AbbVie Inc.
+2.06%
+$14,074.64 
CSCO Cisco Systems, Inc.
+2.02%
+$22,367.41 
WTRG Essential Utilities Inc.
+2.01%
+$496.87 
MPC Marathon Petroleum Corporation
+2%
+$1,224 
PANW Palo Alto Networks, Inc.
+1.99%
+$8,255.55 
WMT Walmart Inc.
+1.99%
+$8,540.26 
CVX Chevron Corporation
+1.98%
+$35,639.24 
MDLZ Mondelez International, Inc.
+1.97%
+$654.61 
BP BP p.l.c. Sponsored ADR
+1.96%
+$161 
JNJ Johnson & Johnson
+1.94%
+$24,230.6 
OXY Occidental Petroleum Corporation
+1.94%
+$105.04 
DVN Devon Energy Corporation
+1.92%
+$880.27 
SYY Sysco Corporation
+1.88%
+$3,293.75 
XOM Exxon Mobil Corporation
+1.88%
+$20,223.5 
ULTA Ulta Beauty Inc.
+1.86%
+$1,093.47 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$32,777.54 
TGT Target Corporation
+1.85%
+$5,439 
ED Consolidated Edison, Inc.
+1.82%
+$18,214.25 
VZ Verizon Communications Inc.
+1.79%
+$39,511.4 
SRE Sempra
+1.77%
+$33,168.3 
GD General Dynamics Corporation
+1.73%
+$6,978.98 
CTRE CareTrust REIT Inc.
+1.69%
+$379.85 
WPC W. P. Carey Inc.
+1.68%
+$1,940.4 
PAYX Paychex Inc.
+1.67%
+$489.6 
DE Deere & Company
+1.65%
+$1,188 
EIX Edison International
+1.65%
+$17,883.27 
SO The Southern Company
+1.61%
+$19,945.4 
O Realty Income Corporation
+1.61%
+$48,461.08 
GIS General Mills, Inc.
+1.59%
+$522.15 
VTRS Viatris Inc.
+1.59%
+$2,791.25 
DUK Duke Energy Corporation
+1.59%
+$6,908 
RTX RTX Corporation
+1.56%
+$15,130.08 
LHX L3Harris Technologies, Inc.
+1.55%
+$79.29 
CNP CenterPoint Energy Inc.
+1.55%
+$234.5 
WELL Welltower Inc.
+1.51%
+$73,193.12 
D Dominion Energy, Inc.
+1.51%
+$2,310.12 
PG Procter & Gamble Co
+1.5%
+$21,085.44 
VTR Ventas Inc.
+1.5%
+$3,806.66 
KMB Kimberly-Clark Corporation
+1.49%
+$819.72 
WFC Wells Fargo & Company
+1.48%
+$4,457.7 
FBIN Fortune Brands Innovations Inc.
+1.46%
+$770 
F Ford Motor Company
+1.45%
+$367.56 
EXE Expand Energy Corporation
+1.44%
+$58.42 
VLTO Veralto Corporation
+1.39%
+$125.76 
AEP American Electric Power Company, Inc.
+1.39%
+$1,740.85 
AMGN Amgen Inc.
+1.38%
+$3,788.81 
ASIX AdvanSix Inc.
+1.37%
+$94.33 
EMR Emerson Electric Co.
+1.36%
+$1,249.29 
PEP PepsiCo, Inc.
+1.36%
+$1,300.33 
CTVA Corteva Inc.
+1.35%
+$2,679.3 
MRSH Marsh & McLennan Companies, Inc.
+1.33%
+$29.04 
AWR American States Water Co.
+1.31%
+$1,674.75 
KVUE Kenvue Inc.
+1.31%
+$86.25 
MAIN Main Street Capital Corporation
+1.31%
+$365 
SBRA Sabra Health Care REIT, Inc.
+1.29%
+$5,245.76 
UNH UnitedHealth Group Incorporated
+1.29%
+$2,190.9 
CVS CVS Health Corporation
+1.29%
+$4,034.65 
PFE Pfizer Inc.
+1.27%
+$2,178.24 
NEE NextEra Energy, Inc.
+1.26%
+$7,275.37 
PEG Public Service Enterprise Group Incorporated
+1.25%
+$198 
AJG Arthur J. Gallagher & Co.
+1.24%
+$3,847.8 
CRWD CrowdStrike Holdings, Inc.
+1.24%
+$1,012 
OTTR Otter Tail Corporation
+1.21%
+$565 
KD Kyndryl Holdings Inc.
+1.17%
+$41.86 
LAMR Lamar Advertising Company
+1.15%
+$561 
LNT Alliant Energy Corporation
+1.12%
+$85 
NVS Novartis AG Sponsored ADR
+1.09%
+$178.16 
HON Honeywell International Inc.
+1.07%
+$4,685.04 
WM Waste Management, Inc.
+1.06%
+$8,790.06 
BX Blackstone Inc.
+1.05%
+$841.06 
IDA Idacorp Inc.
+1.04%
+$860.36 
CRVL CorVel Corporation
+1.01%
+$60.48 
COST Costco Wholesale Corporation
+1%
+$69,997.45 
PNTG The Pennant Group, Inc.
+0.99%
+$124.5 
INTU Intuit Inc.
+0.99%
+$14.55 
SCI Service Corporation International
+0.98%
+$163.28 
SPG Simon Property Group, Inc.
+0.98%
+$5,678.4 
LLY Eli Lilly and Company
+0.98%
+$154,471.95 
PNW Pinnacle West Capital Corporation
+0.98%
+$909.5 
EXR Extra Space Storage Inc.
+0.96%
+$507.5 
AMT American Tower Corporation
+0.95%
+$317.17 
FTNT Fortinet Inc.
+0.95%
+$2,633.68 
NSC Norfolk Southern Corporation
+0.94%
+$798.75 
UNP Union Pacific Corporation
+0.94%
+$4,352.54 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.93%
+$120 
SOLV Solventum Corporation
+0.92%
+$20.25 
ENSG The Ensign Group, Inc.
+0.91%
+$954.32 
HD The Home Depot, Inc.
+0.9%
+$6,072.2 
MDT Medtronic plc
+0.86%
+$627.84 
HSY The Hershey Company
+0.85%
+$211.64 
DOCU DocuSign Inc.
+0.82%
+$22 
MMM 3M Company
+0.82%
+$380.16 
CI The Cigna Group
+0.8%
+$67.8 
TDG TransDigm Group Inc.
+0.78%
+$86,968.53 
ADP Automatic Data Processing Inc.
+0.76%
+$731.25 
TJX The TJX Companies, Inc.
+0.74%
+$2,129.8 
PFGC Performance Food Group Co.
+0.74%
+$347.76 
USB U.S. Bancorp
+0.73%
+$568.23 
NLOP Net Lease Office Properties.
+0.68%
+$8.16 
FHLC Fidelity MSCI Health Care Index ETF
+0.67%
+$215.18 
BTI British American Tobacco p.l.c. ADR
+0.67%
+$1,363.83 
IP International Paper Company
+0.66%
+$177.75 
CMCSA Comcast Corp
+0.62%
+$245.55 
ASPN Aspen Aerogels Inc.
+0.59%
+$0.75 
AZO AutoZone Inc.
+0.59%
+$91 
RHHBY Roche Holding AG
+0.58%
+$92.4 
SNA Snap-on Inc.
+0.58%
+$2,444.2 
EA Electronic Arts Inc.
+0.57%
+$182.9 
TXRH Texas Roadhouse Inc.
+0.57%
+$459.2 
SQ Block, Inc.
+0.57%
+$106.69 
TLH iShares 10-20 Year Treasury Bond ETF
+0.52%
+$403.41 
BA Boeing Company
+0.5%
+$877.4 
BKH Black Hills Corporation
+0.47%
+$523.08 
CSX CSX Corporation
+0.46%
+$1,779.89 
ORCL Oracle Corporation
+0.45%
+$451.92 
EPD Enterprise Products Partners L.P.
+0.4%
+$248.4 
PSA Public Storage Common Stock
+0.38%
+$1,499.38 
CTSH Cognizant Technology Solutions Corporation
+0.37%
+$98.1 
BIO Bio-Rad Laboratories Inc.
+0.35%
+$105.5 
SWKS Skyworks Solutions Inc.
+0.35%
+$32.8 
ZTS Zoetis Inc.
+0.33%
+$51 
DNP DNP Select Income Fund Inc.
+0.32%
+$711.48 
DOV Dover Corporation
+0.31%
+$8.84 
CWT California Water Service Group
+0.29%
+$675 
HAL Halliburton Company
+0.27%
+$71.06 
PSLV Sprott Physical Silver Trust
+0.25%
+$157.5 
TTEK Tetra Tech, Inc.
+0.22%
+$70 
BAC Bank of America Corporation
+0.2%
+$676.5 
BCE BCE Inc.
+0.18%
+$141.68 
REZI Resideo Technologies Inc.
+0.16%
+$1.5 
OTIS Otis Worldwide Corporation
+0.16%
+$2.4 
SLF Sun Life Financial Inc.
+0.14%
+$77.97 
PNC The PNC Financial Services Group, Inc.
+0.13%
+$163.2 
BLK BlackRock, Inc.
+0.13%
+$123.71 
KKR KKR & Co. Inc.
+0.13%
+$33.41 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.12%
+$52.5 
MCD McDonald's Corporation
+0.11%
+$4,044.57 
NKE Nike, Inc. - Class B
+0.11%
+$21.3 
TD The Toronto-Dominion Bank
+0.09%
+$155.37 
MLM Martin Marietta Materials, Inc.
+0.08%
+$4.18 
UPS United Parcel Service, Inc.
+0.06%
+$61.11 
WBD Warner Bros. Discovery, Inc.
+0.04%
+$3.05 
ITW Illinois Tool Works Inc.
+0.03%
+$12 
CMF iShares California Muni Bond ETF
+0.01%
+$3.5 
00BD845X2
0%
$0 
00BLP1HW5
0%
$0 
44919P508
0%
$0 
74340W103
0%
$0 
AZN
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
G42089113
0%
$0 
HHH
0%
$0 
HNT
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 
K7314N152
0%
$0 
LAC
0%
$0 
N4578E595
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TRIP Tripadvisor Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEC
0%
$0 
NFLX Netflix, Inc.
-9.91%
-$160,336.05 
HOOD Robinhood Markets, Inc.
-5.57%
-$25,235.7 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.55%
-$354.8 
AMD Advanced Micro Devices, Inc.
-4.84%
-$61,230.21 
INTC Intel Corporation
-3.98%
-$5,404 
GLW Corning Incorporated
-3.87%
-$3,984.51 
CAMT Camtek Ltd.
-3.83%
-$567 
META Meta Platforms Inc Class A
-3.37%
-$14,837.95 
JOBY Joby Aviation, Inc.
-3.27%
-$408 
BBAI BigBear.ai Holdings Inc.
-3.25%
-$180.5 
PSKY Paramount Skydance Corporation Class B Common Stock
-3.23%
-$118.59 
AAL American Airlines Group Inc.
-3.14%
-$17.15 
ANET Arista Networks, Inc.
-2.94%
-$203.36 
PLTR Palantir Technologies Inc.
-2.83%
-$5,624 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-2.82%
-$5,842.05 
NVDA NVIDIA Corporation
-2.72%
-$131,389.44 
ARM Arm Holdings plc American Depositary Receipt
-2.67%
-$701 
TEM Tempus AI, Inc.
-2.67%
-$143 
TXN Texas Instruments Inc
-2.62%
-$4,843.76 
TSLA Tesla, Inc.
-2.51%
-$22,592.43 
SMCI Super Micro Computer Inc
-2.39%
-$177 
AVGO Broadcom Inc.
-2.39%
-$3,633.7 
TMQ Trilogy Metals Inc.
-2.36%
-$17.5 
IONQ IonQ, Inc.
-2.34%
-$32.8 
GOOG Alphabet Inc
-2.17%
-$41,817.6 
EW Edwards Lifesciences Corporation
-2.03%
-$46,659.14 
GSK GSK plc Sponsored ADR
-2.01%
-$279.84 
SPOT Spotify Technology S.A.
-2%
-$1,431 
CCL Carnival Corporation Ltd.
-1.97%
-$53 
MSFT Microsoft Corp.
-1.97%
-$40,408.16 
MRVL Marvell Technology, Inc.
-1.95%
-$371.68 
XPOF Xponential Fitness Inc.
-1.91%
-$686.4 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.84%
-$772.5 
NVT nVent Electric plc
-1.82%
-$164.61 
DKNG DraftKings Inc.
-1.77%
-$0.44 
BNY BlackRock New York Municipal Income Trust
-1.76%
-$104.89 
BTC Grayscale Bitcoin Mini Trust ETF
-1.76%
-$4,325 
GEHC GE HealthCare Technologies Inc.
-1.74%
-$235.98 
COIN Coinbase Global, Inc.
-1.71%
-$5.5 
IBM International Business Machines Corporation
-1.71%
-$5,853.45 
VIK Viking Holdings Ltd
-1.71%
-$10,275.51 
CAT Caterpillar Inc.
-1.67%
-$18,057.96 
MP MP Materials Corp.
-1.65%
-$311.25 
PYPL PayPal Holdings Inc
-1.64%
-$500.34 
QCOM QUALCOMM Incorporated
-1.6%
-$6,874.14 
HMC Honda Motor Co., Ltd.
-1.6%
-$397.9 
CEG Constellation Energy Corporation
-1.58%
-$2,920.68 
PNR Pentair plc
-1.52%
-$39 
AVAV AeroVironment Inc.
-1.51%
-$49.72 
C Citigroup Inc.
-1.5%
-$15,978.6 
POWI Power Integrations Inc.
-1.42%
-$124.74 
PNFP Pinnacle Financial Partners Inc.
-1.41%
-$2,732.49 
LULU lululemon athletica inc.
-1.39%
-$139.82 
ROK Rockwell Automation, Inc.
-1.37%
-$1,110.66 
FDN First Trust Dow Jones Internet Index Fund
-1.37%
-$283.86 
RCL Royal Caribbean Group
-1.36%
-$13,216.5 
Q Qnity Electronics Inc.
-1.31%
-$1,108.02 
FCX Freeport-McMoRan Inc.
-1.23%
-$478.8 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$2,520.36 
TEL TE Connectivity plc
-1.22%
-$405.08 
VST Vistra Corp
-1.16%
-$88.5 
CURI Curiositystream Inc.
-1.13%
-$9 
IRM Iron Mountain Inc.
-1.1%
-$4,012.2 
SOLS Sollensys Corp
-1.1%
-$606.72 
MU Micron Technology, Inc.
-1.08%
-$3,824.38 
KO The Coca-Cola Company
-1.08%
-$6,251.4 
V Visa Inc. Class A
-1.08%
-$3,332.65 
OEF iShares S&P 100 ETF
-1.04%
-$1,156.5 
MAR Marriott International Inc. - Class A
-1%
-$6,584.4 
RIVN Rivian Automotive, Inc.
-0.96%
-$2.48 
APG Api Group Corporation
-0.91%
-$37 
MGM MGM Resorts International
-0.83%
-$78 
IVV iShares Core S&P 500 ETF
-0.81%
-$135.3 
RKT Rocket Companies, Inc. Class A
-0.81%
-$331.37 
DXCM DexCom, Inc.
-0.81%
-$819 
AMZN Amazon.com Inc
-0.79%
-$125,031.96 
EXPE Expedia Group, Inc.
-0.76%
-$144.9 
ABNB Airbnb, Inc.
-0.75%
-$63.55 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.72%
-$75.27 
MA Mastercard Incorporated
-0.7%
-$10,526.44 
AAPL Apple Inc.
-0.7%
-$71,927.27 
GEV GE Vernova Inc.
-0.63%
-$843.7 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.61%
-$12 
GKOS Glaukos Corporation
-0.55%
-$425 
PLDGP Prologis Inc. 8.54% Perpetual Preferred Stock
-0.51%
-$197.37 
JCI Johnson Controls International plc
-0.51%
-$112.32 
MBC MasterBrand, Inc.
-0.49%
-$74.61 
BOH Bank of Hawaii Corporation
-0.48%
-$28.7 
SCHW Charles Schwab Corporation
-0.46%
-$633.09 
BR Broadridge Financial Solutions, Inc.
-0.45%
-$68.66 
CARR Carrier Global Corporation
-0.43%
-$12.3 
DIS The Walt Disney Company
-0.42%
-$1,188.97 
DASH DoorDash, Inc.
-0.41%
-$535.15 
LUMN Lumen Technologies Inc.
-0.4%
-$202.5 
VSNT Versant Media Group, Inc.
-0.39%
-$8.82 
FDX FedEx Corporation
-0.38%
-$30 
MUA BlackRock MuniAssets Fund, Inc.
-0.37%
-$75 
FCNCA First Citizens BancShares, Inc.
-0.27%
-$57.9 
RVTY Revvity Inc.
-0.25%
-$28.28 
SKY Skyline Champion Corporation
-0.23%
-$20 
CRM Salesforce Inc
-0.21%
-$34.41 
DHR Danaher Corporation
-0.21%
-$124.7 
NOW ServiceNow, Inc.
-0.15%
-$48 
HXL Hexcel Corporation
-0.15%
-$5.1 
JPM JPMorgan Chase & Co.
-0.14%
-$1,354.53 
GSAT Globalstar, Inc.
-0.13%
-$6.6 
SBUX Starbucks Corporation
-0.12%
-$1,966.64 
NUE Nucor Corporation
-0.11%
-$52 
DD DuPont de Nemours, Inc.
-0.1%
-$74.85 
NWSA News Corporation
-0.07%
-$0.14 
SLVM Sylvamo Corporation
-0.06%
-$2.25 
MCO Moody's Corporation
-0.06%
-$26.7 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.02%
-$6.37 Events
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Dividends
Dividend Analysis
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| Trades 955 | Longs Won 579/955 60% | Profit Factor 7.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,375.38 |
| Average Win $54,677.22 | Best Trade (Jul 10) $5.99M | Sharpe Ratio -10.01 |
| Average Loss -$11,006.12 | Worst Trade (Jul 15) -$574,233.38 | Z-Score 8.45 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $28,816.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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