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:
34.27%
Gain
Monthly
0.97%
Yearly
12.3%
Drawdown
15.48%
$1.49M
Equity
Holdings
$1.49M
Investment
$1.24M
$113.24M
Profit -$7,136.24
Realized
$112.99M
Unrealized
$249,384.3
Dividends
$15.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$7,136.24
Win %
83%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$7,711.55
Win %
83%
This Month
Compared to last month
Gain
-0.47%
Profit
-$7,072.04
Win %
83%
This Year
Compared to last year
Gain
10.92%
Profit
-$9.23M
Win %
78%
Events
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Dividends
Dividend Analysis
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| Trades 4818 | Longs Won 2965/4818 61% | Profit Factor 14.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $322,730.82 |
| Average Win $41,058.78 | Best Trade (Mar 30) $18.48M | Sharpe Ratio -50.76 |
| Average Loss -$4,588.67 | Worst Trade (Sep 30) -$290,784.89 | Z-Score -13.49 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $23,502.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 25.2% | 38.16% | 48.64% | 57.78% | 66.04% | 73.66% | 80.78% | 87.5% | 93.89% |
| Consecutive Losing Trades | 326 | 293 | 261 | 228 | 195 | 163 | 130 | 98 | 65 | 33 |
Hover over the desired column for a detailed explanation.
Returns
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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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