Jay Kasting Portfolio
Invests via Landing Point Financial Group, LLC | Managed by Joe Flinner
Invests via Landing Point Financial Group, LLC
Managed by Joe Flinner
Automatically Tracked
Jay Kasting Profile
Seasoned consumer-tech operator and investor, Jay Kasting combines product leadership with growth and monetization expertise across early-stage marketplaces and platform businesses. He advises and occasionally boards seed-to-Series B startups on user acquisition, retention and unit economics, and works with venture firms on sourcing and diligence. Typical focus: consumer marketplaces, growth playbooks and revenue model optimization from launch through scalable growth.
Seasoned consumer-tech operator and investor, Jay Kasting combines product leadership with growth and monetization expertise across early-stage marketplaces and platform businesses. He advises and occasionally boards seed-to-Series B startups on user acquisition, retention and unit economics, and works with venture firms on sourcing and diligence. Typical focus: consumer marketplaces, growth playbooks and revenue model optimization from launch through scalable growth.
Investment Philosophy & Strategy
Deploys operator-led, growth-centric capital into seed–Series B consumer marketplaces and platform businesses, prioritizing unit-economics improvement and repeatable acquisition channels. Focuses on business models where product and monetization levers scale together, using hands-on GTM support, cohort-level metrics and A/B-driven experiments to de-risk expansion. Capital allocation favors founders who can iterate quickly on retention and revenue; investment horizon is growth-stage with active board or advisor involvement and disciplined payback and CAC/LTV thresholds.
Deploys operator-led, growth-centric capital into seed–Series B consumer marketplaces and platform businesses, prioritizing unit-economics improvement and repeatable acquisition channels. Focuses on business models where product and monetization levers scale together, using hands-on GTM support, cohort-level metrics and A/B-driven experiments to de-risk expansion. Capital allocation favors founders who can iterate quickly on retention and revenue; investment horizon is growth-stage with active board or advisor involvement and disciplined payback and CAC/LTV thresholds.
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:
15.79%
Gain +0.17%
Monthly
0.84%
Yearly
10.62%
Drawdown
17.2%
$228.14M
Equity
Holdings
$228.14M
Investment
$195.27M
$32.91M
Profit +$399,330.67
Realized
$28,820.71
Unrealized
$32.88M
Dividends
$4.73M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$399,330.67
Win %
73%
This Week
Compared To Last Week
Gain
0.18%
Profit
$399,330.67
Win %
73%
This Month
Compared to last month
Gain
-0.86%
Profit
-$1.98M
Win %
73%
This Year
Compared to last year
Gain
5.09%
Profit
$11.9M
Win %
72%
RGNX Regenxbio Inc.
+6.05%
+$7,302.46 
AMD Advanced Micro Devices, Inc.
+4.73%
+$36,968.88 
QCOM QUALCOMM Incorporated
+4.32%
+$54,863.82 
CEG Constellation Energy Corporation
+2.86%
+$7,190.98 
AMAT Applied Materials, Inc.
+2.64%
+$19,577.39 
GS The Goldman Sachs Group, Inc.
+2.62%
+$13,039.91 
VZ Verizon Communications Inc.
+2.49%
+$4,926.87 
JPM JPMorgan Chase & Co.
+2.31%
+$8,104.84 
TSLA Tesla, Inc.
+1.82%
+$12,004.72 
WFC Wells Fargo & Company
+1.61%
+$5,494.23 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$4,809.96 
JNJ Johnson & Johnson
+1.07%
+$3,502.66 
V Visa Inc. Class A
+1.05%
+$15,150.34 
FESM Fidelity Enhanced Small Cap ETF
+1%
+$123,815.9 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$7,025.63 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$5,540.1 
PPG PPG Industries Inc.
+0.93%
+$3,588.2 
NDSN Nordson Corporation
+0.9%
+$3,916.42 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,529.09 
IWM iShares Russell 2000 ETF
+0.87%
+$2,387.61 
PG Procter & Gamble Co
+0.86%
+$2,098.04 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$2,121.6 
MO Altria Group, Inc.
+0.74%
+$2,475.1 
UNH UnitedHealth Group Incorporated
+0.73%
+$5,797.44 
HD The Home Depot, Inc.
+0.73%
+$3,550.96 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$16,441.41 
MA Mastercard Incorporated
+0.71%
+$5,472.19 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$1,719.62 
COST Costco Wholesale Corporation
+0.68%
+$1,545.12 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$14,340.42 
AVDE Avantis International Equity ETF
+0.59%
+$1,282.07 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,806.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$2,361.7 
FDVV Fidelity High Dividend ETF
+0.57%
+$173,654.95 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$35,677.44 
IVV iShares Core S&P 500 ETF
+0.55%
+$261,920.92 
VOO Vanguard S&P 500 ETF
+0.55%
+$45,421.57 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$5,450.33 
URI United Rentals, Inc.
+0.54%
+$4,858.75 
GOOGL Alphabet Inc
+0.53%
+$6,874.09 
CLF Cleveland-Cliffs Inc.
+0.51%
+$2,972.2 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$37,491.18 
GOOG Alphabet Inc
+0.45%
+$5,555.2 
CSX CSX Corporation
+0.42%
+$3,802.4 
DFEV Dimensional Emerging Markets Value ETF
+0.42%
+$3,840.66 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$5,281.03 
PGR Progressive Corporation
+0.42%
+$1,067.61 
ACWI iShares MSCI ACWI ETF
+0.41%
+$8,695.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$2,503 
DUHP Dimensional US High Profitability ETF
+0.37%
+$4,228.62 
SCHF Schwab International Equity ETF
+0.29%
+$837.68 
XOM Exxon Mobil Corporation
+0.28%
+$3,466.83 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,742.04 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$824.52 
NVDA NVIDIA Corporation
+0.16%
+$10,327.68 
SHW The Sherwin-Williams Company
+0.13%
+$651.87 
PH Parker-Hannifin Corporation
+0.12%
+$596.06 
KO The Coca-Cola Company
+0.11%
+$358.83 
MSFT Microsoft Corp.
+0.1%
+$2,031.15 
FDX FedEx Corporation
+0.09%
+$445.16 
IAU iShares Gold Trust
+0.08%
+$872.64 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$395.7 
IBHG iShares iBonds 2027 High Yield Income
+0.07%
+$246.64 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$387.78 
CSHP iShares Enhanced Short-Term Bond Active ETF
+0.03%
+$438.45 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$118.88 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$131.42 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$99.5 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$218.78 
CLOA iShares AAA CLO ETF
+0.02%
+$2,982.53 
ORCL Oracle Corporation
+0.02%
+$56.17 
MCD McDonald's Corporation
+0.01%
+$35.57 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$17,552.57 
AAPL Apple Inc.
-1.52%
-$197,716.5 
LMT Lockheed Martin Corporation
-1.52%
-$3,949.54 
MU Micron Technology, Inc.
-1.43%
-$10,923.17 
AMZN Amazon.com Inc
-1.23%
-$34,386.2 
BA Boeing Company
-1.16%
-$3,134.7 
NFLX Netflix, Inc.
-1.14%
-$4,510.5 
ETN Eaton Corporation plc
-0.57%
-$2,490.75 
AKRE Akre Focus ETF
-0.49%
-$2,734.02 
NOC Northrop Grumman Corporation
-0.4%
-$3,652.92 
META Meta Platforms Inc Class A
-0.26%
-$2,306.97 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$391.2 
FBND Fidelity Total Bond ETF
-0.13%
-$894.9 
LOW Lowe's Companies Inc.
-0.12%
-$263.25 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$2,535.72 
FDMT 4D Molecular Therapeutics, Inc.
-0.06%
-$95 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.04%
-$1,454.78 
IWY iShares Russell Top 200 Growth ETF
0%
-$56.5 Events
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Dividends
Dividend Analysis
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| Trades 433 | Longs Won 290/433 66% | Profit Factor 12.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,776.47 |
| Average Win $122,956.11 | Best Trade (Jun 14) $6.88M | Sharpe Ratio -9.7 |
| Average Loss -$19,225.15 | Worst Trade (Mar 31) -$574,501.42 | Z-Score 8.15 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $76,000.18 |
| 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 | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
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