AA
Andrew Alkon Portfolio
Invests via EntryPoint Capital, LLC | Managed by Andrew Alkon, Lawrence E. (Larry) Leibowitz
Invests via EntryPoint Capital, LLC
Managed by Andrew Alkon, Lawrence E. (Larry) Leibowitz
Automatically Tracked
Andrew Alkon Profile
Experienced investor and corporate governance specialist focused on value-oriented public equities and activist engagements. Andrew Alkon has led investment teams and advised boards on capital allocation, restructuring and shareholder value initiatives. Known for pragmatic portfolio construction, event-driven catalysts and concentrated stakes, the profile suits allocators seeking managers with operational activism and fundamental research capabilities.
Experienced investor and corporate governance specialist focused on value-oriented public equities and activist engagements. Andrew Alkon has led investment teams and advised boards on capital allocation, restructuring and shareholder value initiatives. Known for pragmatic portfolio construction, event-driven catalysts and concentrated stakes, the profile suits allocators seeking managers with operational activism and fundamental research capabilities.
Investment Philosophy & Strategy
Seasoned value investor concentrating on underfollowed public equities, prioritizing deep fundamental research and catalyst-driven activism. Pursues concentrated, high-conviction stakes to influence capital allocation, board composition and strategic restructurings. Combines event-driven holding periods with long-term value realization, disciplined downside risk controls and active engagement to unlock shareholder value. Allocation bias toward cyclical, distressed and mispriced industrials, financials and corporate situations where operational insight creates asymmetric returns.
Seasoned value investor concentrating on underfollowed public equities, prioritizing deep fundamental research and catalyst-driven activism. Pursues concentrated, high-conviction stakes to influence capital allocation, board composition and strategic restructurings. Combines event-driven holding periods with long-term value realization, disciplined downside risk controls and active engagement to unlock shareholder value. Allocation bias toward cyclical, distressed and mispriced industrials, financials and corporate situations where operational insight creates asymmetric returns.
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:
37.83%
Gain -3.91%
Monthly
1.01%
Yearly
12.79%
Drawdown
24.49%
$419.93M
Equity
Holdings
$419.93M
Investment
$383.89M
$77.17M
Profit -$11.54M
Realized
$41.13M
Unrealized
$36.04M
Dividends
$8.77M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.91%
Profit
-$11.54M
Win %
62%
This Week
Compared To Last Week
Gain
-2.68%
Profit
-$11.54M
Win %
62%
This Month
Compared to last month
Gain
1.23%
Profit
$5.1M
Win %
62%
This Year
Compared to last year
Gain
2.47%
Profit
$10.13M
Win %
61%
FORM FormFactor Inc.
+186.72%
+$229,651.01 
SXC SunCoke Energy Inc.
+23.66%
+$33,836.01 
FIVN Five9 Inc.
+8.33%
+$67,623.4 
HOG Harley-Davidson Inc.
+7.24%
+$90,557.72 
DXC Dxc Technology Co.
+4.87%
+$10,041.2 
MUSA Murphy USA Inc.
+2.97%
+$6,443.31 
CMCSA Comcast Corp
+2.79%
+$21,975.92 
BBWI Bath & Body Works, Inc.
+2.76%
+$6,099 
BTI British American Tobacco p.l.c. ADR
+2.7%
+$12,650.78 
PYPL PayPal Holdings Inc
+2.35%
+$11,580.09 
TKO Tko Group Holdings Inc.
+2.33%
+$13,343.06 
SBET Sharplink Gaming Inc.
+2.27%
+$4,093.32 
JEF Jefferies Financial Group Inc.
+1.9%
+$17,981.6 
RGA Reinsurance Group of America, Inc.
+1.75%
+$7,516.4 
CVNA Carvana Co.
+1.68%
+$5,847.46 
BGC BGC Group, Inc.
+1.67%
+$3,083.22 
KMPR Kemper Corporation
+1.51%
+$3,532 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.49%
+$7,830.54 
BMY Bristol-Myers Squibb Company
+1.49%
+$3,324.05 
UNP Union Pacific Corporation
+1.38%
+$15,074.74 
SN SharkNinja, Inc.
+1.32%
+$9,382.44 
GPK Graphic Packaging Holding Company
+1.28%
+$5,400.75 
GBCI Glacier Bancorp Inc.
+1.2%
+$7,665.28 
WRB W.R. Berkley Corporation
+1.06%
+$2,999.22 
GFF Griffon Corporation
+1.04%
+$2,502.64 
GIII G-III Apparel Group, Ltd.
+1.02%
+$5,706.22 
NMR Nomura Holdings Inc. Sponsored ADR
+0.91%
+$1,740.24 
SNN Smith & Nephew plc ADR
+0.91%
+$5,429.43 
GOOGL Alphabet Inc
+0.82%
+$2,036.03 
CDP COPT Defense Properties
+0.81%
+$2,014.2 
TJX The TJX Companies, Inc.
+0.79%
+$7,526.4 
ACGL Arch Capital Group Ltd
+0.76%
+$6,947.86 
ARE Alexandria Real Estate Equities, Inc.
+0.75%
+$2,805.83 
GTY Getty Realty Corp.
+0.7%
+$6,816.05 
HTB Hometrust Bancshares Inc.
+0.66%
+$1,763.52 
SCHW Charles Schwab Corporation
+0.66%
+$6,913.44 
TOI The Oncology Institute Inc.
+0.65%
+$1,798.88 
BSX Boston Scientific Corporation
+0.53%
+$1,459.35 
ERII Energy Recovery Inc.
+0.51%
+$4,644.04 
SNDA Sonida Senior Living Inc.
+0.46%
+$3,227.78 
UGI UGI Corporation
+0.46%
+$1,068.33 
PLD Prologis Inc.
+0.34%
+$2,811.36 
BYD Boyd Gaming Corporation
+0.34%
+$1,383.76 
PBI Pitney Bowes Inc.
+0.3%
+$827.8 
BROS Dutch Bros Inc.
+0.22%
+$359.81 
VIRT Virtu Financial, Inc.
+0.19%
+$596.64 
TNL Travel + Leisure Co.
+0.15%
+$521.84 
ESE Esco Technologies Inc.
+0.13%
+$437.18 
GIC Global Industrial Company
+0.1%
+$387.57 
ULH Universal Logistics Holdings, Inc.
+0.1%
+$246.24 
STAG Stag Industrial Inc.
+0.03%
+$119.68 
A Agilent Technologies Inc.
0%
-$0.03 
AAON Aaon Inc.
0%
$0 
ABEV Ambev S.A.
0%
$0 
ABM ABM Industries Inc.
0%
$0 
ABUS Arbutus Biopharma Corporation
0%
$0 
ACEL Accel Entertainment Inc.
0%
$0 
ACM Aecom
0%
-$0.01 
ACVA ACV Auctions Inc.
0%
$0 
ADEA Adeia Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
+$0.02 
ADMA Adma Biologics Inc.
0%
$0 
ADT ADT Inc.
0%
$0 
ADUS Addus HomeCare Corporation
0%
+$0.01 
ADTN Adtran Holdings, Inc.
0%
$0 
AEIS Advanced Energy Industries Inc.
0%
-$0.03 
AEE Ameren Corporation
0%
$0 
AGM Federal Agricultural Mortgage Corporation
0%
$0 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AGYS Agilysys Inc.
0%
$0 
AGO Assured Guaranty Ltd.
0%
$0 
AIN Albany International Corp.
0%
$0 
AIP Arteris Inc
0%
$0 
AKR Acadia Realty Trust
0%
$0 
ALHC Alignment Healthcare, Inc.
0%
$0 
ALG Alamo Group Inc.
0%
$0 
ALGM Allegro MicroSystems, Inc.
0%
$0 
ALLY Ally Financial Inc.
0%
$0 
ALK Alaska Air Group Inc.
0%
$0 
ALV Autoliv, Inc.
0%
$0 
AMAL Amalgamated Financial Corp.
0%
$0 
AME Ametek Inc.
0%
+$0.03 
AMGN Amgen Inc.
0%
+$0.01 
AMH American Homes 4 Rent
0%
$0 
AMN Amn Healthcare Services Inc.
0%
$0 
AMSC American Superconductor Corporation
0%
$0 
AMRN Amarin Corporation plc Sponsored ADR
0%
$0 
AMP Ameriprise Financial, Inc.
0%
-$0.01 
AMPL Amplitude, Inc.
0%
$0 
AMRC Ameresco Inc.
0%
$0 
AMTB Amerant Bancorp Inc.
0%
$0 
ANDE The Andersons, Inc.
0%
$0 
ANNX Annexon, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
APAM Artisan Partners Asset Management Inc.
0%
$0 
APA APA Corporation
0%
$0 
APEI American Public Education, Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.01 
APPN Appian Corporation
0%
$0 
APOG Apogee Enterprises Inc.
0%
$0 
ARCB ArcBest Corporation
0%
$0 
ARCO Arcos Dorados Holdings Inc.
0%
$0 
ARDX Ardelyx Inc.
0%
$0 
ARR Armour Residential REIT Inc.
0%
$0 
AROC Archrock Inc.
0%
$0 
ARLO Arlo Technologies Inc.
0%
$0 
ARHS Arhaus, Inc.
0%
$0 
ARVN Arvinas Inc.
0%
$0 
ASPN Aspen Aerogels Inc.
0%
$0 
ASMB Assembly Biosciences Inc.
0%
+$0.01 
ASTE Astec Industries Inc.
0%
$0 
ATLC Atlanticus Holdings Corp.
0%
$0 
ATEC Alphatec Holdings Inc.
0%
$0 
ATAI AtaiBeckley Inc.
0%
$0 
ATR AptarGroup, Inc.
0%
$0 
AVA Avista Corp.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.03 
AVAH Aveanna Healthcare Holdings Inc.
0%
$0 
AVPT AvePoint, Inc.
0%
$0 
AVO Mission Produce Inc.
0%
$0 
AVNT Avient Corporation
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AXSM Axsome Therapeutics, Inc.
0%
$0 
AXS AXIS Capital Holdings Limited
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BANR Banner Corporation
0%
$0 
BC Brunswick Corporation
0%
$0 
BCO Brink's Company
0%
$0 
BCML BayCom Corp.
0%
$0 
BCAL California BanCorp
0%
$0 
BDN Brandywine Realty Trust
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
-$0.01 
BCRX BioCryst Pharmaceuticals Inc.
0%
$0 
BCYC Bicycle Therapeutics plc American Depositary Receipt
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BFST Business First Bancshares, Inc.
0%
$0 
BHE Benchmark Electronics Inc.
0%
$0 
BIIB Biogen Inc.
0%
$0 
BJ BJ's Wholesale Club Holdings, Inc.
0%
$0 
BKD Brookdale Senior Living Inc.
0%
$0 
BLND Blend Labs Inc.
0%
$0 
BLMN Bloomin' Brands Inc.
0%
$0 
BLKB Blackbaud Inc.
0%
$0 
BMRN Biomarin Pharmaceutical Inc.
0%
$0 
BNTC Benitec Biopharma Inc.
0%
$0 
BORR Borr Drilling Ltd.
0%
$0 
BOKF BOK Financial Corporation
0%
$0 
BOC Boston Omaha Corporation
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRC Brady Corporation
0%
$0 
BSBR Banco Santander Brasil S.A.
0%
$0 
BRX Brixmor Property Group Inc.
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
BVS Bioventus Inc. Class A
0%
$0 
BV Brightview Holdings Inc.
0%
$0 
BY Byline Bancorp Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CABA Cabaletta Bio Inc.
0%
$0 
CALX Calix Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
-$0.03 
CATX Perspective Therapeutics Inc.
0%
$0 
CCB Coastal Financial Corporation
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CBL CBL & Associates Properties, Inc.
0%
+$0.02 
CDW CDW Corporation
0%
$0 
CDZI Cadiz Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CERS Cerus Corporation
0%
$0 
CG The Carlyle Group Inc.
0%
$0 
CGEM Cullinan Therapeutics, Inc.
0%
$0 
CHDN Churchill Downs Incorporated
0%
$0 
CGNX Cognex Corporation
0%
$0 
CHEF The Chefs' Warehouse, Inc.
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CLOV Clover Health Investments, Corp.
0%
$0 
CLX The Clorox Company
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMC Commercial Metals Company
0%
$0 
CMCO Columbus McKinnon Corporation
0%
$0 
CME CME Group Inc.
0%
-$0.04 
CMPS Compass Pathways plc Depositary Receipt
0%
$0 
CMS CMS Energy Corporation
0%
+$0.01 
CNC Centene Corporation
0%
$0 
CNO CNO Financial Group Inc.
0%
$0 
CNS Cohen & Steers Inc.
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COCO The Vita Coco Company, Inc.
0%
$0 
COGT Cogent Biosciences, Inc.
0%
$0 
COHU Cohu Inc.
0%
$0 
COHR Coherent Corp.
0%
$0 
COO The Cooper Companies, Inc.
0%
$0 
COTY Coty Inc.
0%
$0 
CPNG Coupang Inc.
0%
$0 
CRAI CRA International Inc.
0%
$0 
CRBG Corebridge Financial Inc.
0%
$0 
CRGY Crescent Energy Inc.
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CTGO Contango Ore Inc.
0%
$0 
CSTL Castle Biosciences, Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CTRE CareTrust REIT Inc.
0%
$0 
CTOS Custom Truck One Source, Inc.
0%
$0 
CTKB Cytek Biosciences, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.01 
CVCO Cavco Industries Inc.
0%
$0 
CW Curtiss-Wright Corporation
0%
-$0.01 
CX Cemex S.A.B. de C.V. Sponsored ADR
0%
$0 
CYH Community Health Systems, Inc.
0%
$0 
DAN Dana Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DAR Darling Ingredients Inc.
0%
$0 
DCTH Delcath Systems Inc.
0%
$0 
DCI Donaldson Company, Inc.
0%
$0 
DEA Easterly Government Properties, Inc.
0%
$0 
DFIN Donnelley Financial Solutions Inc.
0%
$0 
DHI D.R. Horton, Inc.
0%
-$0.04 
DIS The Walt Disney Company
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DIOD Diodes Inc.
0%
$0 
DK Delek US Holdings Inc.
0%
$0 
DLB Dolby Laboratories Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
+$0.01 
DNTH Dianthus Therapeutics Inc.
0%
$0 
DRH DiamondRock Hospitality Company
0%
$0 
DT Dynatrace, Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DTM Dt Midstream Inc.
0%
$0 
EC Ecopetrol S.A. Sponsored ADR
0%
$0 
EBS Emergent BioSolutions Inc.
0%
$0 
ECVT Ecovyst Inc.
0%
$0 
EDIT Editas Medicine Inc.
0%
$0 
ECPG Encore Capital Group Inc.
0%
$0 
EFX Equifax Inc.
0%
-$0.04 
EGHT 8x8 Inc.
0%
$0 
EG Everest Group, Ltd.
0%
-$0.01 
EHC Encompass Health Corporation
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ELF Elf Beauty Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.02 
EME EMCOR Group, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENSG The Ensign Group, Inc.
0%
$0 
ENTG Entegris, Inc.
0%
$0 
EPR EPR Properties
0%
$0 
EPRT Essential Properties Realty Trust, Inc.
0%
$0 
EPAC Enerpac Tool Group Corp.
0%
$0 
ERIE Erie Indemnity Company
0%
-$0.04 
EVER EverQuote Inc.
0%
$0 
EXEL Exelixis Inc.
0%
$0 
EXLS ExlService Holdings Inc.
0%
$0 
EWBC East West Bancorp Inc.
0%
-$0.01 
EXPO Exponent Inc.
0%
$0 
FAF First American Financial Corporation
0%
$0 
FBIZ First Business Financial Services Inc.
0%
$0 
FCCO First Community Corporation
0%
$0 
FBP First BanCorp Puerto Rico
0%
$0 
FCPT Four Corners Property Trust Inc.
0%
$0 
FBRT Franklin BSP Realty Trust Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.04 
FET Forum Energy Technologies Inc.
0%
$0 
FFIN First Financial Bankshares Inc.
0%
$0 
FIGS Figs Inc.
0%
$0 
FHTX Foghorn Therapeutics Inc.
0%
$0 
FHB First Hawaiian, Inc.
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FIZZ National Beverage Corp.
0%
$0 
FLGT Fulgent Genetics Inc.
0%
$0 
FLO Flowers Foods, Inc.
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FOR Forestar Group Inc.
0%
$0 
FOXA Fox Corporation
0%
$0 
FPI Farmland Partners Inc.
0%
$0 
FOSL Fossil Group Inc.
0%
$0 
FRSH Freshworks Inc. Class A Common Stock
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
FSBC Five Star Bancorp
0%
$0 
FULC Fulcrum Therapeutics Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
FULT Fulton Financial Corporation
0%
$0 
FWRD Forward Air Corporation
0%
$0 
G Genpact Ltd.
0%
$0 
GBX Greenbrier Companies, Inc.
0%
$0 
GD General Dynamics Corporation
0%
+$0.02 
GDRX GoodRx Holdings, Inc. Class A Common Stock
0%
$0 
GE General Electric Company
0%
$0 
GEF Greif Inc.
0%
+$0.03 
GERN Geron Corporation
0%
$0 
GH Guardant Health Inc.
0%
$0 
GGG Graco Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GM General Motors Company
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
+$0.01 
GPC Genuine Parts Company
0%
+$0.01 
GRNT Granite Ridge Resources Inc.
0%
$0 
GSBC Great Southern Bancorp Inc.
0%
$0 
GSL Global Ship Lease Inc.
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
GTLB GitLab Inc.
0%
$0 
GVA Granite Construction Incorporated
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HAYW Hayward Holdings Inc.
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HCSG Healthcare Services Group Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HDSN Hudson Technologies Inc.
0%
$0 
HLI Houlihan Lokey Inc.
0%
$0 
HIW Highwoods Properties, Inc.
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HLLY Holley Inc.
0%
$0 
HLIO Helios Technologies, Inc.
0%
$0 
HLIT Harmonic Inc.
0%
$0 
HLNE Hamilton Lane Inc.
0%
$0 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
0%
$0 
HPQ HP Inc.
0%
$0 
HOMB Home BancShares Inc.
0%
$0 
HRMY Harmony Biosciences Holdings, Inc.
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
HSTM HealthStream Inc.
0%
$0 
HUBG Hub Group Inc.
0%
$0 
HTLD Heartland Express Inc.
0%
$0 
HWKN Hawkins Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
ICHR Ichor Holdings Ltd.
0%
$0 
ICFI ICF International Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.01 
IDA Idacorp Inc.
0%
$0 
IDT IDT Corporation
0%
$0 
IE Ivanhoe Electric Inc.
0%
$0 
IIIN Insteel Industries Inc.
0%
$0 
IMAX Imax Corporation
0%
$0 
IMCR Immunocore Holdings plc American Depositary Receipt
0%
$0 
INCY Incyte Corporation
0%
$0 
INGR Ingredion Inc.
0%
$0 
INFY Infosys Limited
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INN Summit Hotel Properties, Inc.
0%
$0 
INTU Intuit Inc.
0%
+$0.02 
IOSP Innospec Inc.
0%
$0 
INVH Invitation Homes Inc.
0%
$0 
IOT Samsara Inc. Class A Common Stock
0%
$0 
IPAR Inter Parfums, Inc.
0%
$0 
IPI Intrepid Potash Inc.
0%
$0 
IPGP IPG Photonics Corporation
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
IRON Disc Medicine Inc.
0%
$0 
IRT Independence Realty Trust Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.02 
IT Gartner Inc.
0%
-$0.04 
ITT Itt Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
-$0.02 
IVZ Invesco Ltd.
0%
$0 
JJSF J&J Snack Foods Corp.
0%
$0 
JMIA Jumia Technologies AG
0%
$0 
JPM JPMorgan Chase & Co.
0%
+$0.04 
KALU Kaiser Aluminum Corporation
0%
-$0.06 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
0%
$0 
KAI Kadant Inc.
0%
+$0.02 
KBR KBR Inc.
0%
+$0.01 
KE Kimball Electronics Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KFY Korn Ferry
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KLIC Kulicke & Soffa Industries, Inc.
0%
$0 
KNSL Kinsale Capital Group Inc.
0%
+$0.03 
KMT Kennametal Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KOP Koppers Holdings Inc.
0%
$0 
KREF KKR Real Estate Finance Trust Inc.
0%
$0 
KVYO Klaviyo Inc.
0%
$0 
LAND Gladstone Land Corporation
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LC Happen Inc.
0%
$0 
LAZ Lazard Ltd.
0%
$0 
LAW CS Disco Inc.
0%
$0 
LEVI Levi Strauss & Co.
0%
$0 
LEN Lennar Corporation
0%
$0 
LFUS Littelfuse Inc.
0%
$0 
LFST LifeStance Health Group, Inc.
0%
$0 
LH Labcorp Holdings Inc.
0%
-$0.02 
LHX L3Harris Technologies, Inc.
0%
+$0.01 
LGIH LGI Homes Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
+$0.02 
LKQ LKQ Corporation
0%
$0 
LMNR Limoneira Company
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LNN Lindsay Corporation
0%
$0 
LMAT Lemaitre Vascular Inc.
0%
$0 
LPTH Lightpath Technologies Inc.
0%
$0 
LTBR Lightbridge Corporation
0%
$0 
LSCC Lattice Semiconductor Corporation
0%
$0 
LULU lululemon athletica inc.
0%
$0 
LTRX Lantronix Inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
LXU Lsb Industries Inc.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
LYEL Lyell Immunopharma, Inc.
0%
$0 
MAMA Mama's Creations Inc.
0%
$0 
MAS Masco Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
+$0.02 
MCB Metropolitan Bank Holding Corp.
0%
$0 
MCFT MasterCraft Boat Holdings, Inc.
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MCRI Monarch Casino & Resort Inc.
0%
$0 
MEC Mayville Engineering Company, Inc.
0%
$0 
MDXG MiMedx Group, Inc.
0%
$0 
MEDP Medpace Holdings Inc.
0%
+$0.02 
MGEE Mge Energy Inc.
0%
$0 
MFA MFA Financial Inc.
0%
$0 
MG Mistras Group Inc
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MHK Mohawk Industries, Inc.
0%
$0 
MGY Magnolia Oil & Gas Corp.
0%
$0 
MITK Mitek Systems Inc.
0%
$0 
MIRM Mirum Pharmaceuticals Inc.
0%
$0 
MKTX MarketAxess Holdings Inc.
0%
-$0.05 
MLKN MillerKnoll, Inc.
0%
-$0.03 
MMM 3M Company
0%
$0 
MMS Maximus Inc.
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MOS Mosaic Company
0%
$0 
MRCY Mercury Systems Inc.
0%
$0 
MRVI Maravai Lifesciences Holdings Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MRTN Marten Transport, Ltd.
0%
$0 
MSCI MSCI Inc.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MTRN Materion Corporation
0%
$0 
MTRX Matrix Service Company
0%
$0 
MTZ MasTec, Inc. Common Stock
0%
+$0.01 
MTW Manitowoc Company Inc.
0%
$0 
MTX Minerals Technologies Inc.
0%
$0 
MYGN Myriad Genetics Inc.
0%
$0 
NABL N-able Inc.
0%
$0 
NAT Nordic American Tankers Ltd.
0%
$0 
NB NioCorp Developments Ltd.
0%
$0 
NBHC National Bank Holdings Corporation
0%
$0 
NBN Northeast Bank
0%
$0 
NCNO nCino, Inc.
0%
$0 
NCMI National CineMedia, Inc.
0%
$0 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NET Cloudflare Inc.
0%
-$0.02 
NEO NeoGenomics Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NI NiSource Inc.
0%
$0 
NGVT Ingevity Corporation
0%
$0 
NIC Nicolet Bankshares Inc.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NMIH NMI Holdings Inc.
0%
$0 
NNDM Nano Dimension Ltd.
0%
$0 
NPK National Presto Industries Inc.
0%
+$0.03 
NPCE NeuroPace Inc.
0%
$0 
NSSC Napco Security Technologies, Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
-$0.02 
NVST Envista Holdings Corporation
0%
$0 
NWL Newell Brands Inc.
0%
$0 
NWPX NWPX Infrastructure, Inc.
0%
$0 
NWSA News Corporation
0%
$0 
NYT New York Times Co.
0%
$0 
OCUL Ocular Therapeutix Inc.
0%
$0 
OFLX Omega Flex, Inc.
0%
$0 
OGS One Gas Inc.
0%
$0 
OGE Oge Energy Corp.
0%
$0 
OI O-I Glass, Inc.
0%
$0 
OIS Oil States International Inc.
0%
$0 
OLP One Liberty Properties Inc.
0%
$0 
OLED Universal Display Corporation
0%
-$0.04 
OLLI Ollie's Bargain Outlet Holdings Inc.
0%
$0 
OLN Olin Corporation
0%
$0 
OLMA Olema Pharmaceuticals Inc.
0%
$0 
OMCL Omnicell Inc.
0%
$0 
ORC Orchid Island Capital Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OVV Ovintiv Inc.
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PAGS PagSeguro Digital Ltd.
0%
$0 
PALI Palisade Bio Inc.
0%
$0 
PAY Paymentus Holdings Inc.
0%
$0 
PANL Pangaea Logistics Solutions Ltd.
0%
$0 
PAYC Paycom Software, Inc.
0%
$0 
PARR Par Pacific Holdings Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PBYI Puma Biotechnology Inc.
0%
$0 
PECO Phillips Edison & Company, Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PFS Provident Financial Services Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGNY Progyny Inc.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PHIN Phinia Inc.
0%
+$0.02 
PINS Pinterest, Inc. Class A
0%
$0 
PLAB Photronics Inc.
0%
$0 
PLXS Plexus Corp.
0%
-$0.04 
PNC The PNC Financial Services Group, Inc.
0%
-$0.03 
PODD Insulet Corporation
0%
+$0.01 
POOL Pool Corporation
0%
$0 
PPL PPL Corporation
0%
$0 
PRAA Pra Group Inc.
0%
$0 
PRGS Progress Software Corporation
0%
$0 
PRCT Procept BioRobotics Corporation
0%
$0 
PRI Primerica Inc.
0%
$0 
PRK Park National Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PTEN Patterson-UTI Energy Inc.
0%
$0 
PTCT PTC Therapeutics, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PUMP ProPetro Holding Corp.
0%
$0 
QCRH QCR Holdings Inc.
0%
$0 
QNST QuinStreet Inc.
0%
$0 
QLYS Qualys, Inc.
0%
+$0.03 
R Ryder System Inc.
0%
+$0.02 
RARE Ultragenyx Pharmaceutical Inc.
0%
$0 
RBBN Ribbon Communications Inc.
0%
$0 
RCUS Arcus Biosciences Inc.
0%
$0 
REG Regency Centers Corporation
0%
$0 
REAX Real Brokerage Inc.
0%
$0 
REI Ring Energy Inc.
0%
$0 
REPX Riley Exploration Permian, Inc.
0%
$0 
REXR Rexford Industrial Realty, Inc.
0%
$0 
RGR Sturm, Ruger & Company, Inc.
0%
$0 
RGLD Royal Gold Inc.
0%
$0 
RJF Raymond James Financial Inc.
0%
+$0.07 
RM Regional Management Corp.
0%
$0 
RMD ResMed Inc.
0%
$0 
RKT Rocket Companies, Inc. Class A
0%
$0 
RNR Renaissancere Holdings Ltd.
0%
-$0.01 
RNGR Ranger Energy Services Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
-$0.04 
ROL Rollins, Inc.
0%
$0 
ROIV Roivant Sciences Ltd
0%
$0 
RRX Regal Rexnord Corporation
0%
+$0.02 
RSG Republic Services, Inc.
0%
+$0.02 
RSI Rush Street Interactive Inc.
0%
$0 
RZLT Rezolute, Inc.
0%
$0 
SAFT Safety Insurance Group Inc.
0%
$0 
SATL Satellogic Inc.
0%
$0 
SANM Sanmina Corporation
0%
$0 
SBCF Seacoast Banking Corporation of Florida
0%
$0 
SBGI Sinclair, Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SBRA Sabra Health Care REIT, Inc.
0%
$0 
SDGR Schrödinger, Inc.
0%
$0 
SF Stifel Financial Corp.
0%
$0 
SFBS ServisFirst Bancshares Inc.
0%
$0 
SFIX Stitch Fix Inc.
0%
$0 
SHLS Shoals Technologies Group, Inc.
0%
$0 
SHO Sunstone Hotel Investors Inc.
0%
$0 
SHIP Seanergy Maritime Holdings Corp.
0%
$0 
SHEL Shell plc
0%
$0 
SIBN Si-Bone Inc.
0%
$0 
SIGA Siga Technologies Inc.
0%
$0 
SITC Site Centers Corp.
0%
$0 
SIRI Sirius XM Holdings Inc.
0%
$0 
SKYW SkyWest Inc.
0%
$0 
SLM SLM Corporation
0%
$0 
SLDP Solid Power, Inc.
0%
$0 
SMBC Southern Missouri Bancorp Inc.
0%
$0 
SMBK SmartFinancial Inc.
0%
$0 
SLP Simulations Plus, Inc.
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
+$0.02 
SNAP Snap Inc.
0%
$0 
SNDR Schneider National, Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
-$0.01 
SO The Southern Company
0%
$0 
SOLS Sollensys Corp
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SONO Sonos Inc.
0%
$0 
SPNT SiriusPoint Ltd.
0%
$0 
SPOK Spok Holdings Inc.
0%
$0 
SRE Sempra
0%
$0 
SRCE 1st Source Corporation
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
STT State Street Corp
0%
$0 
STRA Strategic Education Inc.
0%
$0 
STTK Shattuck Labs Inc.
0%
$0 
STNE StoneCo Ltd.
0%
$0 
SUI Sun Communities Inc.
0%
$0 
SUNC Suncast Solar Energy Inc.
0%
$0 
SUZ Suzano S.A. Sponsored ADR
0%
$0 
SVRA Savara Inc.
0%
$0 
SWX Southwest Gas Holdings Inc.
0%
$0 
SYBT Stock Yards Bancorp Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TALO Talos Energy Inc.
0%
$0 
TARA Protara Therapeutics Inc.
0%
$0 
TCBK Trico Bancshares
0%
$0 
TCBX Third Coast Bancshares, Inc.
0%
$0 
TDS Telephone and Data Systems, Inc.
0%
$0 
TDG TransDigm Group Inc.
0%
+$0.01 
TEAM Atlassian Corporation Class A
0%
-$0.05 
TDOC Teladoc Health Inc.
0%
$0 
TER Teradyne, Inc.
0%
+$0.01 
TENB Tenable Holdings Inc.
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TG Tredegar Corporation
0%
$0 
TFIN Triumph Financial, Inc.
0%
$0 
TGLS Tecnoglass Inc.
0%
+$0.02 
THRM Gentherm Inc.
0%
$0 
THM International Tower Hill Mines Ltd.
0%
$0 
THC Tenet Healthcare Corporation
0%
-$0.04 
TLS Telos Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMQ Trilogy Metals Inc.
0%
$0 
TMP Tompkins Financial Corporation
0%
$0 
TOST Toast Inc.
0%
-$0.01 
TPR Tapestry Inc.
0%
-$0.07 
TRMB Trimble Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
-$0.01 
TRIN Trinity Capital Inc.
0%
$0 
TRMK Trustmark Corporation
0%
$0 
TRNO Terreno Realty Corporation
0%
$0 
TRNS Transcat Inc.
0%
$0 
TRS TriMas Corporation
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TRST TrustCo Bank Corp NY
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TTI Tetra Technologies Inc.
0%
$0 
TWI Titan International Inc.
0%
$0 
TWIN Twin Disc Inc.
0%
$0 
TXRH Texas Roadhouse Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UGP Ultrapar Participacoes S.A. Sponsored ADR
0%
$0 
UFCS United Fire Group, Inc.
0%
$0 
UMH UMH Properties, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
UPBD Upbound Group, Inc.
0%
-$0.05 
USB U.S. Bancorp
0%
$0 
USFD US Foods Holding Corp
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
VCEL Vericel Corporation
0%
$0 
VFF Village Farms International Inc.
0%
$0 
VFC V.F. Corporation
0%
$0 
VERA Vera Therapeutics Inc.
0%
$0 
VIAV Viavi Solutions Inc.
0%
$0 
VICR Vicor Corporation
0%
$0 
VLGEA Village Super Market, Inc. Class A Common Stock
0%
$0 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
VOR Vor Biopharma Inc.
0%
$0 
VNOM Viper Energy Inc. Class A Common Stock
0%
$0 
VTEX VTEX Inc.
0%
$0 
VRTS Virtus Investment Partners Inc.
0%
$0 
VSTS Vestis Corporation
0%
$0 
VTR Ventas Inc.
0%
-$0.01 
VTS Vitesse Energy Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WCN Waste Connections Inc.
0%
$0 
WDFC WD-40 Company
0%
$0 
WEAV Weave Communications Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WGO Winnebago Industries, Inc.
0%
$0 
WING Wingstop Inc.
0%
-$0.01 
WIT Wipro Limited American Depositary Receipt
0%
$0 
WNC Wabash National Corporation
0%
$0 
WMG Warner Music Group Corp.
0%
$0 
WMS Advanced Drainage Systems, Inc.
0%
$0 
WM Waste Management, Inc.
0%
-$0.07 
WST West Pharmaceutical Services, Inc.
0%
-$0.02 
WSC WillScot Holdings Corporation
0%
+$0.01 
WSFS WSFS Financial Corporation
0%
$0 
WWW Wolverine World Wide Inc.
0%
+$0.04 
XERS Xeris Biopharma Holdings, Inc.
0%
$0 
XENE Xenon Pharmaceuticals Inc.
0%
$0 
XHR Xenia Hotels & Resorts Inc.
0%
$0 
XNCR Xencor Inc.
0%
$0 
XPO XPO Inc.
0%
$0 
XRAY Dentsply Sirona Inc.
0%
$0 
XYL Xylem Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZETA Zeta Global Holdings Corp.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ZURA Zura Bio Ltd.
0%
$0 
ZVRA Zevra Therapeutics, Inc.
0%
$0 
CALY BlackRock Short-Term California Muni Bond ETF
0%
$0 
EU Encore Energy Corp
0%
$0 
HHH Howard Hughes Holdings Inc.
0%
$0 
LXEO Lexeo Therapeutics Inc.
0%
$0 
DAVE Dave Inc. Class A Common Stock
0%
$0 
ACIC American Coastal Insurance Corp.
0%
$0 
RBC RBC Bearings Incorporated
0%
-$0.05 
AHR American Healthcare REIT, Inc.
0%
$0 
MTUS Metallus Inc.
0%
$0 
PACS Pacs Group Inc.
0%
$0 
CTRI Centuri Holdings Inc.
0%
$0 
GPCR Structure Therapeutics Inc.
0%
$0 
CON Concentra Group Holdings Inc.
0%
$0 
LINE Lineage, Inc.
0%
$0 
GAP Gap Inc.
0%
$0 
SARO StandardAero, Inc.
0%
$0 
EXE Expand Energy Corporation
0%
$0 
UPB Upstream Bio, Inc.
0%
$0 
IRD Opus Genetics Inc.
0%
$0 
ECG Everus Construction Group, Inc.
0%
$0 
NPKI NPK International Inc.
0%
$0 
BBNX Beta Bionics Inc.
0%
$0 
MAZE Maze Therapeutics Inc.
0%
$0 
XIFR Xplr Infrastructure Partners L.P.
0%
$0 
TIC Acuren Corporation
0%
$0 
BULL Webull Corporation
0%
$0 
GTM ZoomInfo Technologies Inc.
0%
$0 
HNGE Hinge Health Inc.
0%
$0 
CAI Caris Life Sciences, Inc.
0%
$0 
SLDE Slide Insurance Holdings, Inc.
0%
$0 
CHYM Chime Financial, Inc. – Class A Common Stock
0%
$0 
STUB StubHub Holdings, Inc.
0%
$0 
CBC Central Bancompany, Inc.
0%
$0 
TDAY USA TODAY Co., Inc.
0%
$0 
ANGX Angel Studios, Inc.
0%
$0 
WBI WaterBridge Infrastructure LLC
0%
$0 
FRMI Fermi Inc.
0%
$0 
NTSK Netskope, Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
DFTX Definium Therapeutics, Inc.
0%
$0 
FPS Forgent Power Solutions, Inc.
0%
$0 PRE
PRE
0%
$0 
MMED MiniMed Group, Inc.
0%
$0 
MOG-A Moog Inc.
0%
$0 
BH-A Biglari Holdings Inc.
0%
$0 
AGNT eXp World Holdings Inc.
0%
$0 
XMAX XMax Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
-42.06%
-$290,370.05 
LGN Legence Corp.
-7.92%
-$20,895.04 
BFLY Butterfly Network, Inc.
-6.24%
-$7,359.07 
NRGV Energy Vault Holdings Inc.
-5.87%
-$5,226.29 
WTTR Select Water Solutions Inc.
-3.96%
-$43,538.88 
ACAD Acadia Pharmaceuticals Inc.
-3.63%
-$13,716.33 
MVST Microvast Holdings Inc.
-3.54%
-$4,555.17 
KN Knowles Corporation
-3.13%
-$39,944.02 
NEM Newmont Corporation
-3.1%
-$14,377.35 
FSS Federal Signal Corp.
-2.57%
-$8,225.75 
CHRS Coherus Biosciences Inc.
-2.56%
-$731.31 
MCK McKesson Corporation
-2.51%
-$17,565.86 
MGTX MeiraGTx Holdings plc
-2.24%
-$10,007.9 
LBRT Liberty Energy Inc.
-2.18%
-$5,194.44 
AUPH Aurinia Pharmaceuticals Inc.
-1.75%
-$13,018.86 
FAST Fastenal Co.
-1.69%
-$19,015.04 
CTS Cts Corporation
-1.65%
-$5,892.6 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.64%
-$13,374.73 
RVMD Revolution Medicines Inc.
-1.59%
-$11,651.2 
NPO EnPro Industries Inc.
-1.53%
-$21,814.34 
LGND Ligand Pharmaceuticals Inc.
-1.52%
-$7,756.33 
NATR Nature's Sunshine Products Inc.
-1.35%
-$3,126.06 
BDX Becton, Dickinson and Company
-0.88%
-$3,084.76 
IR Ingersoll Rand Inc.
-0.57%
-$8,306.88 
UCBI United Community Banks, Inc.
-0.53%
-$4,577.48 
EW Edwards Lifesciences Corporation
-0.53%
-$1,352.9 
HEI Heico Corporation
-0.41%
-$6,987.03 
BP BP p.l.c. Sponsored ADR
-0.23%
-$1,701 
ATRC AtriCure, Inc.
-0.16%
-$2,158.17 
ANIP Ani Pharmaceuticals Inc.
-0.01%
-$20.91 Events
Loading...
Dividends
Dividend Analysis
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No Data
| Trades 8404 | Longs Won 4033/8404 47% | Profit Factor 1.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $64,525.42 |
| Average Win $40,231.98 | Best Trade (Dec 30) $1.78M | Sharpe Ratio -43.07 |
| Average Loss -$19,452.73 | Worst Trade (Aug 25) -$367,499.44 | Z-Score -2.57 (100%) |
| Commissions $0 | Avg. Trade Length 5m 5d | Expectancy $9,182.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,150 | $359,037.28 | $466,956 | - | $107,918.72 | 30.06% | 0.0 |
| AAON Aaon Inc. | 7,424 | $614,335.85 | $632,747.52 | - | $18,411.67 | 3% | 0.0 |
| ABEV Ambev S.A. | 16,169 | $39,937.35 | $45,596.58 | - | $5,659.23 | 14.17% | 0.0 |
| ABM ABM Industries Inc. | 25,331 | $1.07M | $1.23M | - | $156,057.51 | 14.57% | 0.0 |
| ABUS Arbutus Biopharma Corporation | 27,940 | $125,730.13 | $128,244.6 | - | $2,514.47 | 2% | 0.0 |
| ACAD Acadia Pharmaceuticals Inc. | 12,819 | $278,027.59 | $363,803.22 | - | $85,775.63 | 30.85% | -3.633% |
| ACEL Accel Entertainment Inc. | 16,964 | $196,629.42 | $209,335.76 | - | $12,706.34 | 6.46% | 0.0 |
| ACGL Arch Capital Group Ltd | 9,389 | $886,045.8 | $920,403.67 | - | $34,357.87 | 3.88% | +0.761% |
| ACIC American Coastal Insurance Corp. | 28,444 | $315,728 | $279,604.52 | - | -$36,123.48 | -11.44% | 0.0 |
| ACM Aecom | 7,412 | $628,686 | $452,428.48 | - | -$176,257.52 | -28.04% | 0.0 |
| ACVA ACV Auctions Inc. | 83,685 | $754,871.01 | $649,395.6 | - | -$105,475.41 | -13.97% | 0.0 |
| ADEA Adeia Inc. | 13,453 | $232,064.19 | $378,163.83 | - | $146,099.64 | 62.96% | 0.0 |
| ADMA Adma Biologics Inc. | 18,144 | $163,477.52 | $177,448.32 | - | $13,970.8 | 8.55% | 0.0 |
| ADP Automatic Data Processing Inc. | 1,619 | $328,948.37 | $436,045.27 | - | $107,096.9 | 32.56% | 0.0 |
| ADT ADT Inc. | 17,807 | $116,992 | $130,169.17 | - | $13,177.17 | 11.26% | 0.0 |
| ADTN Adtran Holdings, Inc. | 30,252 | $362,749.5 | $246,856.32 | - | -$115,893.18 | -31.95% | 0.0 |
| ADUS Addus HomeCare Corporation | 2,822 | $264,280 | $333,165.32 | - | $68,885.32 | 26.07% | 0.0 |
| AEE Ameren Corporation | 4,867 | $508,017.28 | $529,626.94 | - | $21,609.66 | 4.25% | 0.0 |
| AEIS Advanced Energy Industries Inc. | 3,091 | $1.03M | $1.04M | - | $17,470.91 | 1.7% | 0.0 |
| AGM Federal Agricultural Mortgage Corporation | 1,117 | $193,879.94 | $265,901.85 | - | $72,021.91 | 37.15% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Andrew Alkon?
The largest contributions to the portfolio's profits come from the following stocks: Scholar Rock Holding Corporation - $1.78M, Amphenol Corporation - $1.11M, Rxo Inc - $786,954.25, Lam Research Corporation - $779,462.83, and Micron Technology, Inc - $684,032.75. 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: American Eagle Outfitters, Inc - $376,889.18, AES Corporation - $344,872.3, Myriad Genetics Inc - $342,650.97, Weave Communications Inc - $334,624.54, and Gartner Inc - $329,885.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Andrew Alkon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.77M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $75,371.45, Artisan Partners Asset Management Inc - $67,453.23, UMH Properties, Inc - $60,093.88, Cricut, Inc - $59,518.7, and Getty Realty Corp - $55,735.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Andrew Alkon's monthly returns?
Andrew Alkon'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 Andrew Alkon's strategy be considered aggressive or moderate?
Andrew Alkon'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 Andrew Alkon's strategy?
Andrew Alkon's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
