Stacy Creekmur Portfolio
Invests via Creekmur Asset Management LLC | Managed by John M. Creekmur
Invests via Creekmur Asset Management LLC
Managed by John M. Creekmur
Automatically Tracked
Stacy Creekmur Profile
Corporate finance and investor-relations executive with experience supporting capital markets, investor communications and M&A processes. Stacy Creekmur has worked with public and private companies to streamline reporting, craft investor presentations and engage sell-side analysts; strengths include financial modeling, capital-raising support and transaction execution. She is positioned as an operator-adjacent advisor for growth companies and middle-market sponsors seeking improved market visibility.
Corporate finance and investor-relations executive with experience supporting capital markets, investor communications and M&A processes. Stacy Creekmur has worked with public and private companies to streamline reporting, craft investor presentations and engage sell-side analysts; strengths include financial modeling, capital-raising support and transaction execution. She is positioned as an operator-adjacent advisor for growth companies and middle-market sponsors seeking improved market visibility.
Investment Philosophy & Strategy
Brings a capital-markets and investor-relations lens to investment decisions, prioritizing value creation through clearer market narratives, disciplined capital structure and transactional timing. Focuses on middle-market growth companies and sponsor-backed businesses where improved reporting, modeling and analyst engagement can unlock valuation gaps. Emphasizes measurable milestones, cash-return orientation and staged capital deployment while using financial modeling and IR-driven storytelling to reduce information asymmetry. Operates with a pragmatic, execution-oriented approach that blends operating insight with market-facing underwriting.
Brings a capital-markets and investor-relations lens to investment decisions, prioritizing value creation through clearer market narratives, disciplined capital structure and transactional timing. Focuses on middle-market growth companies and sponsor-backed businesses where improved reporting, modeling and analyst engagement can unlock valuation gaps. Emphasizes measurable milestones, cash-return orientation and staged capital deployment while using financial modeling and IR-driven storytelling to reduce information asymmetry. Operates with a pragmatic, execution-oriented approach that blends operating insight with market-facing underwriting.
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:
40.63%
Gain +0.56%
Monthly
1.1%
Yearly
14%
Drawdown
15.47%
$2.12M
Equity
Holdings
$2.12M
Investment
$1.81M
$113.57M
Profit +$15,606.91
Realized
$113.26M
Unrealized
$306,062.78
Dividends
$16.02M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$15,606.91
Win %
90%
This Week
Compared To Last Week
Gain
3.71%
Profit
$75,742.89
Win %
90%
This Month
Compared to last month
Gain
3.71%
Profit
$75,742.89
Win %
90%
This Year
Compared to last year
Gain
0.81%
Profit
-$9.4M
Win %
76%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$3,630.9 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.04%
+$1,436.46 
SPEM SPDR Portfolio Emerging Markets ETF
+0.99%
+$2,315.44 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$2,821.25 
VOO Vanguard S&P 500 ETF
+0.59%
+$5,367.55 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$35.28 No Data
Events
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Dividends
Dividend Analysis
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| Trades 4824 | Longs Won 3164/4824 65% | Profit Factor 12.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $323,128.16 |
| Average Win $38,890.31 | Best Trade (Mar 30) $18.48M | Sharpe Ratio -41.71 |
| Average Loss -$5,712.31 | Worst Trade (Mar 30) -$809,291.19 | Z-Score -5.65 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $23,541.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 13.2% | 24.28% | 34.69% | 44.67% | 54.36% | 63.81% | 73.08% | 82.18% | 91.15% |
| Consecutive Losing Trades | 371 | 333 | 296 | 259 | 222 | 185 | 148 | 111 | 74 | 37 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| CLIP Global X 1-3 Month T-Bill ETF | 1,176 | $118,094.63 | $117,764.64 | - | -$329.99 | -0.28% | +0.03% |
| IJR iShares Core S&P Small-Cap ETF | 2,519 | $307,016.23 | $375,179.86 | - | $68,163.63 | 22.2% | +0.758% |
| SCZ iShares MSCI EAFE Small-Cap ETF | 1,614 | $132,783.78 | $140,095.2 | - | $7,311.42 | 5.51% | +1.036% |
| SPEM SPDR Portfolio Emerging Markets ETF | 4,496 | $216,405.59 | $235,657.84 | - | $19,252.25 | 8.9% | +0.992% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 4,655 | $306,401.67 | $339,349.5 | - | $32,947.83 | 10.75% | +1.082% |
| VOO Vanguard S&P 500 ETF | 1,278 | $729,429.13 | $908,146.77 | - | $178,717.64 | 24.5% | +0.595% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Stacy Creekmur?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $23.11M, Invesco QQQ Trust, Series 1 - $8.77M, iShares Core S&P 500 ETF - $8.76M, FT Nasdaq Buffer ETF July - $7.79M, and FT Vestladder Buffer ETF-USD I - $7.28M. 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: Super Micro Computer Inc - $820,092.89, Snowflake Inc - $415,849.32, UnitedHealth Group Incorporated - $340,899.98, Enphase Energy, Inc - $297,889.62, and ServiceNow, Inc - $267,063.19. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stacy Creekmur's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.02M earned over time. The largest contributors to dividend income include Global X 1-3 Month T-Bill ETF - $2.27M, Schwab U.S. Dividend Equity ETF - $1.44M, iShares Core S&P 500 ETF - $789,712.86, iShares Core U.S. Aggregate Bond ETF - $709,846.31, and First Trust Enhanced Short Maturity Fund - $675,402.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stacy Creekmur's monthly returns?
Stacy Creekmur's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Stacy Creekmur's strategy be considered aggressive or moderate?
Stacy Creekmur'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 Stacy Creekmur's strategy?
Stacy Creekmur's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
