DBR
Darin Bond Roth Portfolio
Invests via Stenger Family Office LLC | Managed by Darin Bond Roth, Nicholas David Stenger
Invests via Stenger Family Office LLC
Managed by Darin Bond Roth, Nicholas David Stenger
Automatically Tracked
Senior investment and operating executive with experience in growth-stage consumer and technology companies, specializing in board-level governance, strategic M&A and capital formation for scaling businesses. Darin Bond Roth brings a background in corporate development and private equity-backed exits, advising management teams on go-to-market expansion and investor relations across venture and crossover capital structures.
Senior investment and operating executive with experience in growth-stage consumer and technology companies, specializing in board-level governance, strategic M&A and capital formation for scaling businesses. Darin Bond Roth brings a background in corporate development and private equity-backed exits, advising management teams on go-to-market expansion and investor relations across venture and crossover capital structures.
Investment Philosophy & Strategy
Focuses on growth-stage consumer and technology opportunities, prioritizing companies with clear go-to-market traction and scalable unit economics. Employs a governance-first, board-centric approach to capital allocation, combining staged growth capital with strategic M&A and follow-on funding to de-risk execution. Balances venture and crossover capital perspectives with a multi-year horizon, disciplined milestone-based investing, sector specialization in consumer tech, and an operating edge in corporate development, investor relations and exit planning to align management and capital providers.
Focuses on growth-stage consumer and technology opportunities, prioritizing companies with clear go-to-market traction and scalable unit economics. Employs a governance-first, board-centric approach to capital allocation, combining staged growth capital with strategic M&A and follow-on funding to de-risk execution. Balances venture and crossover capital perspectives with a multi-year horizon, disciplined milestone-based investing, sector specialization in consumer tech, and an operating edge in corporate development, investor relations and exit planning to align management and capital providers.
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:
3.66%
Gain
Monthly
0.19%
Yearly
2.36%
Drawdown
18.2%
$630.88M
Equity
Holdings
$630.88M
Investment
$546.88M
$98.9M
Profit -$2.96M
Realized
$14.91M
Unrealized
$83.99M
Dividends
$8.85M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.96M
Win %
71%
This Week
Compared To Last Week
Gain
0.38%
Profit
$2.4M
Win %
71%
This Month
Compared to last month
Gain
1.99%
Profit
$12.31M
Win %
71%
This Year
Compared to last year
Gain
13.71%
Profit
$76.05M
Win %
71%
ABT Abbott Laboratories
+10.48%
+$39,786.82 
ACN Accenture plc Class A
+5.08%
+$48,316.21 
WM Waste Management, Inc.
+4.16%
+$122,869.33 
MRK Merck & Co., Inc.
+3.72%
+$22,956.62 
PLD Prologis Inc.
+3.65%
+$136,470.56 
ABBV AbbVie Inc.
+3.44%
+$264,209.49 
TMUS T-Mobile US, Inc.
+3.3%
+$12,658.55 
CENT Central Garden & Pet Company
+3.19%
+$32,781.37 
PEP PepsiCo, Inc.
+2.94%
+$9,308.05 
COST Costco Wholesale Corporation
+2.92%
+$239,741.26 
GILD Gilead Sciences Inc.
+2.85%
+$13,054.75 
KO The Coca-Cola Company
+2.84%
+$95,359.43 
TJX The TJX Companies, Inc.
+2.73%
+$8,413.04 
AZO AutoZone Inc.
+2.63%
+$64,679.67 
SPGI S&P Global Inc.
+2.56%
+$10,144.48 
MCD McDonald's Corporation
+2.48%
+$79,440.34 
MA Mastercard Incorporated
+2.43%
+$91,702 
WMT Walmart Inc.
+2.41%
+$98,670.75 
CASY Casey's General Stores Inc.
+2.39%
+$37,191.29 
MSFT Microsoft Corp.
+2.13%
+$655,557.94 
V Visa Inc. Class A
+1.96%
+$84,152.7 
UNH UnitedHealth Group Incorporated
+1.93%
+$49,472.28 
PG Procter & Gamble Co
+1.78%
+$83,145.4 
URI United Rentals, Inc.
+1.75%
+$78,828.46 
EXC Exelon Corporation
+1.75%
+$17,378.74 
CVX Chevron Corporation
+1.59%
+$24,180.63 
HSIC Henry Schein, Inc.
+1.53%
+$32,703.44 
VRTX Vertex Pharmaceuticals Incorporated
+1.5%
+$56,643 
DOV Dover Corporation
+1.47%
+$13,996.87 
LLY Eli Lilly and Company
+1.45%
+$107,163.75 
AAPL Apple Inc.
+1.36%
+$457,686.95 
MKL Markel Group Inc.
+1.26%
+$2,603.31 
COP ConocoPhillips
+1.26%
+$2,865.8 
XOM Exxon Mobil Corporation
+1.25%
+$219,479.4 
JNJ Johnson & Johnson
+1.19%
+$41,175.11 
HD The Home Depot, Inc.
+1.17%
+$92,097.34 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.15%
+$19,933.2 
DHR Danaher Corporation
+1.08%
+$2,507.76 
NFLX Netflix, Inc.
+0.82%
+$44,808.17 
BX Blackstone Inc.
+0.73%
+$13,607.76 
IVE ISHARES S&P 500 VALUE ETF
+0.73%
+$45,308.75 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$1,737.88 
COF Capital One Financial Corporation
+0.63%
+$10,304.46 
LPLA LPL Financial Holdings Inc.
+0.55%
+$6,020.06 
EQWL Invesco S&P 100 Equal Weight ETF
+0.51%
+$1,584.44 
GD General Dynamics Corporation
+0.5%
+$15,362.85 
HON Honeywell International Inc.
+0.5%
+$7,448.1 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$2,957 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$31,649.97 
VTV Vanguard Value ETF
+0.37%
+$886.95 
ROK Rockwell Automation, Inc.
+0.37%
+$1,090.05 
NOW ServiceNow, Inc.
+0.32%
+$2,558.06 
LMT Lockheed Martin Corporation
+0.31%
+$796.32 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.3%
+$14,917.85 
XLB Materials Select Sector SPDR Fund
+0.3%
+$1,134.15 
ALL Allstate Corporation
+0.27%
+$1,457.92 
LQTI FT Vest Investment Grade & Target Income ETF
+0.26%
+$1,275.1 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$2,794.05 
DUHP Dimensional US High Profitability ETF
+0.23%
+$974.03 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.18%
+$52,275.51 
AXP American Express Company
+0.1%
+$7,203.6 
FSIG First Trust Limited Duration Investment Grade Corporate ETF
+0.08%
+$1,763.55 
PLTR Palantir Technologies Inc.
+0.04%
+$558.47 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$290.04 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$126.44 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$10,091.22 
HOOD Robinhood Markets, Inc.
-7.74%
-$357,796.68 
AMD Advanced Micro Devices, Inc.
-6.38%
-$266,614.15 
MU Micron Technology, Inc.
-5.89%
-$122,931.16 
GE General Electric Company
-5.81%
-$308,643.75 
MS Morgan Stanley
-5.27%
-$523,679.8 
GS The Goldman Sachs Group, Inc.
-5.18%
-$234,044.49 
ORCL Oracle Corporation
-4.79%
-$146,113.5 
AVGO Broadcom Inc.
-4.51%
-$317,551.68 
CAT Caterpillar Inc.
-4.41%
-$449,499 
QCOM QUALCOMM Incorporated
-4.08%
-$120,750.87 
GEV GE Vernova Inc.
-3.36%
-$41,417.28 
AMAT Applied Materials, Inc.
-3.25%
-$112,738.17 
GOOG Alphabet Inc
-2.99%
-$308,902.11 
GOOGL Alphabet Inc
-2.97%
-$569,184.52 
NVDA NVIDIA Corporation
-2.61%
-$858,787.01 
XMMO Invesco S&P MidCap Momentum ETF
-2.1%
-$6,103.07 
META Meta Platforms Inc Class A
-2.06%
-$354,917.08 
KLAC KLA Corporation
-1.98%
-$54,112 
BNY BlackRock New York Municipal Income Trust
-1.83%
-$39,052.53 
FTNT Fortinet Inc.
-1.76%
-$13,392.26 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$8,087.82 
CRWD CrowdStrike Holdings, Inc.
-1.42%
-$125,732.21 
BITB Bitwise Bitcoin ETF
-1.3%
-$3,804.2 
VBK Vanguard Small-Cap Growth ETF
-1.29%
-$10,407.5 
RTX RTX Corporation
-1.28%
-$3,938.21 
VUG Vanguard Growth ETF
-1.28%
-$3,595.2 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.22%
-$440,858.12 
JPM JPMorgan Chase & Co.
-1.18%
-$290,895.84 
XLG Invesco S&P 500 Top 50 ETF
-1.11%
-$53,764.11 
TSLA Tesla, Inc.
-1.1%
-$78,801.44 
AMZN Amazon.com Inc
-0.94%
-$184,077.6 
PGR Progressive Corporation
-0.76%
-$33,050.65 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.73%
-$2,454.12 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$3,978.14 
VOO Vanguard S&P 500 ETF
-0.58%
-$8,716.89 
IVV iShares Core S&P 500 ETF
-0.58%
-$23,557.6 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$8,834.85 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.55%
-$13,628.22 
EPS WisdomTree U.S. LargeCap Fund
-0.54%
-$82,546.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$5,136.12 
STXF Strive 500 ETF
-0.48%
-$18,734.44 
SCHW Charles Schwab Corporation
-0.45%
-$15,083.4 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.44%
-$25,741.41 
NOC Northrop Grumman Corporation
-0.4%
-$3,722.29 
BAC Bank of America Corporation
-0.3%
-$866.36 
PANW Palo Alto Networks, Inc.
-0.26%
-$23,714.91 
XLC Communication Services Select Sector SPDR Fund
-0.23%
-$938.1 
AFLG First Trust Active Factor Large Cap ETF
-0.2%
-$37,211.01 
NEE NextEra Energy, Inc.
-0.15%
-$1,281.93 
LMBS First Trust Low Duration Opportunities ETF
-0.01%
-$159.31 
FTSL First Trust Senior Loan ETF
0%
-$67.12 Events
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Dividends
Dividend Analysis
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| Trades 504 | Longs Won 328/504 65% | Profit Factor 6.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $727,117.71 |
| Average Win $359,127.93 | Best Trade (Dec 30) $7.51M | Sharpe Ratio -13.99 |
| Average Loss -$107,365.16 | Worst Trade (Dec 31) -$1.71M | Z-Score 6.52 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $196,225.58 |
| 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 | 5,882 | 5,294 | 4,706 | 4,118 | 3,529 | 2,941 | 2,353 | 1,765 | 1,176 | 588 |
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Returns
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