KF
Kasey Fegan Portfolio
Invests via Corsicana & Co. | Managed by Kasey Fegan
Invests via Corsicana & Co.
Managed by Kasey Fegan
Automatically Tracked
Kasey Fegan Profile
Kasey Fegan leverages a rich background in finance and technology to drive innovation within the investment landscape. With extensive experience in various roles, she has cultivated deep expertise in operational efficiencies and business scaling. Known for her entrepreneurial spirit, Kasey has successfully founded and guided startups through critical growth phases while engaging with established firms on strategic initiatives. Her insights into market trends empower organizations to adapt swiftly and effectively to emerging challenges. As a thought leader, she is pivotal in fostering new paradigms that shape the future of investing.
Kasey Fegan leverages a rich background in finance and technology to drive innovation within the investment landscape. With extensive experience in various roles, she has cultivated deep expertise in operational efficiencies and business scaling. Known for her entrepreneurial spirit, Kasey has successfully founded and guided startups through critical growth phases while engaging with established firms on strategic initiatives. Her insights into market trends empower organizations to adapt swiftly and effectively to emerging challenges. As a thought leader, she is pivotal in fostering new paradigms that shape the future of investing.
Investment Philosophy & Strategy
Growth prospects dominate Kasey Fegan's investment strategy, driven by her unique blend of finance acumen and technological insight. Her entrepreneurial journey has equipped her with the ability to identify disruptive opportunities in dynamic markets. With a strong emphasis on scalability and operational efficiency, she is adept at positioning ventures for significant value creation. Leveraging market insights enables swift adaptation to trends, ensuring strategic initiatives are aligned with evolving investor demands. In fostering innovation, she not only advocates for transformative approaches but actively participates in building businesses that resonate with contemporary financial landscapes.
Growth prospects dominate Kasey Fegan's investment strategy, driven by her unique blend of finance acumen and technological insight. Her entrepreneurial journey has equipped her with the ability to identify disruptive opportunities in dynamic markets. With a strong emphasis on scalability and operational efficiency, she is adept at positioning ventures for significant value creation. Leveraging market insights enables swift adaptation to trends, ensuring strategic initiatives are aligned with evolving investor demands. In fostering innovation, she not only advocates for transformative approaches but actively participates in building businesses that resonate with contemporary financial landscapes.
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:
52.42%
Gain +0.01%
Monthly
0.74%
Yearly
9.25%
Drawdown
22.11%
$188.17M
Equity
Holdings
$188.17M
Investment
$131.28M
$79.45M
Profit +$14,952.37
Realized
$15.75M
Unrealized
$63.7M
Dividends
$14.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$14,952.37
Win %
73%
This Week
Compared To Last Week
Gain
0.01%
Profit
$14,952.37
Win %
73%
This Month
Compared to last month
Gain
-0.65%
Profit
-$1.24M
Win %
73%
This Year
Compared to last year
Gain
8.47%
Profit
$14.7M
Win %
72%
ROKU Roku, Inc.
+20.08%
+$24,020 
INTC Intel Corporation
+6.51%
+$31,391.25 
AMD Advanced Micro Devices, Inc.
+4.73%
+$3,976.64 
QCOM QUALCOMM Incorporated
+4.32%
+$41,136.91 
GEV GE Vernova Inc.
+3.73%
+$5,724.03 
KD Kyndryl Holdings Inc.
+3.72%
+$4.2 
PWR Quanta Services Inc.
+3.58%
+$72,249.78 
ECG Everus Construction Group, Inc.
+3.58%
+$462.6 
DD DuPont de Nemours Inc.
+3.03%
+$302.46 
HPE Hewlett Packard Enterprise Company
+2.93%
+$2,287.9 
HUM Humana Inc.
+2.86%
+$63.18 
SCHW Charles Schwab Corporation
+2.71%
+$3,600 
LUV Southwest Airlines Co.
+2.66%
+$1,014.8 
AMAT Applied Materials, Inc.
+2.64%
+$423.69 
TPL Texas Pacific Land Corporation
+2.53%
+$15,818.42 
T AT&T Inc.
+2.52%
+$2,075.24 
VZ Verizon Communications Inc.
+2.49%
+$27,537.12 
FITB Fifth Third Bancorp
+2.45%
+$3,628.7 
JPM JPMorgan Chase & Co.
+2.31%
+$48,484.45 
USB U.S. Bancorp
+2.27%
+$385.14 
HPQ HP Inc.
+2.27%
+$588 
AAL American Airlines Group Inc.
+2.25%
+$40.26 
CMCSA Comcast Corp
+2.21%
+$11,361.08 
AXP American Express Company
+2.18%
+$145.95 
SYK Stryker Corporation
+2.15%
+$31,802.88 
MLM Martin Marietta Materials, Inc.
+2.08%
+$8,253.03 
TGT Target Corporation
+1.95%
+$6,534.57 
AMP Ameriprise Financial, Inc.
+1.94%
+$105 
OXY Occidental Petroleum Corporation
+1.93%
+$2,148.56 
KMI Kinder Morgan, Inc.
+1.85%
+$12,101.7 
D Dominion Energy, Inc.
+1.83%
+$884.5 
TSLA Tesla, Inc.
+1.82%
+$902.72 
HRB H&R Block Inc.
+1.75%
+$661.5 
CFG Citizens Financial Group, Inc.
+1.71%
+$2,280 
ADM Archer-Daniels-Midland Co
+1.7%
+$30.82 
IRM Iron Mountain Inc.
+1.65%
+$1,863 
ET Energy Transfer L.P.
+1.65%
+$15,760.4 
ACN Accenture plc Class A
+1.65%
+$55.2 
UNP Union Pacific Corporation
+1.65%
+$30,993.11 
ZBH Zimmer Biomet Holdings, Inc.
+1.64%
+$208.78 
BX Blackstone Inc.
+1.58%
+$42.02 
LIN Linde plc
+1.58%
+$81.3 
DVN Devon Energy Corporation
+1.57%
+$150.5 
BAC Bank of America Corporation
+1.56%
+$2,082.06 
OKE ONEOK, Inc.
+1.56%
+$1,644.37 
DE Deere & Company
+1.55%
+$88.4 
GLW Corning Incorporated
+1.5%
+$3,842.5 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
+1.5%
+$1,752 
AWK American Water Works Company, Inc.
+1.5%
+$16.74 
CVS CVS Health Corporation
+1.47%
+$7,318.6 
CAT Caterpillar Inc.
+1.44%
+$1,151.66 
MET MetLife Inc.
+1.44%
+$2,271.78 
COP ConocoPhillips
+1.4%
+$346.68 
PPC Pilgrim's Pride Corporation
+1.38%
+$13,940 
ADI Analog Devices, Inc.
+1.37%
+$50.94 
XLF Financial Select Sector SPDR Fund
+1.37%
+$43,944.48 
MCO Moody's Corporation
+1.36%
+$42.21 
FISV Fiserv, Inc.
+1.36%
+$22.32 
NEE NextEra Energy, Inc.
+1.35%
+$23,794.65 
TXN Texas Instruments Inc
+1.35%
+$63,487.7 
SPGI S&P Global Inc.
+1.35%
+$77.98 
ABBV AbbVie Inc.
+1.32%
+$33,749.92 
KNF Knife River Corporation
+1.32%
+$90 
PFG Principal Financial Group, Inc.
+1.3%
+$45.76 
CFR Cullen/Frost Bankers Inc.
+1.29%
+$1,890 
IFRA iShares U.S. Infrastructure
+1.29%
+$273.34 
C Citigroup Inc.
+1.27%
+$1,159.84 
APD Air Products and Chemicals, Inc.
+1.26%
+$26,526.5 
VLO Valero Energy Corporation
+1.2%
+$26,699.79 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$69.53 
DVY iShares Select Dividend ETF
+1.19%
+$634.26 
LRCX Lam Research Corporation
+1.18%
+$514.8 
ITW Illinois Tool Works Inc.
+1.17%
+$298 
AZO AutoZone Inc.
+1.12%
+$69.36 
SWX Southwest Gas Holdings Inc.
+1.12%
+$54.45 
ICE Intercontinental Exchange, Inc.
+1.11%
+$60.45 
HLN Haleon Plc - ADR
+1.11%
+$12.5 
CI The Cigna Group
+1.07%
+$97.96 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$308.88 
JNJ Johnson & Johnson
+1.07%
+$37,081.46 
MPC Marathon Petroleum Corporation
+1.06%
+$102.49 
DELL Dell Technologies Inc.
+1.05%
+$370.8 
FFIN First Financial Bankshares Inc.
+1.05%
+$278.6 
V Visa Inc. Class A
+1.05%
+$24,475.68 
VTRS Viatris Inc.
+1.04%
+$2.72 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$101.84 
SSO ProShares Ultra S&P500
+1.03%
+$312.8 
OGE Oge Energy Corp.
+1.01%
+$72.96 
XLRE The Real Estate Select Sector SPDR Fund
+0.98%
+$10,203.6 
VO Vanguard Mid-Cap ETF
+0.97%
+$585.2 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$15,638.27 
MDU MDU Resources Group, Inc.
+0.96%
+$72.2 
ALL Allstate Corporation
+0.94%
+$887.86 
VTV Vanguard Value ETF
+0.94%
+$1,423.08 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$948 
VNQ Vanguard Real Estate ETF
+0.92%
+$594 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$434.28 
IWM iShares Russell 2000 ETF
+0.87%
+$120,594.59 
CRGY Crescent Energy Inc.
+0.87%
+$18 
VLTO Veralto Corporation
+0.87%
+$3.6 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$36,402.82 
PG Procter & Gamble Co
+0.86%
+$11,904.98 
EIX Edison International
+0.84%
+$16.47 
SDY SPDR S&P Dividend ETF
+0.83%
+$73,762.5 
BKNG Booking Holdings Inc.
+0.82%
+$33.75 
SRE Sempra
+0.82%
+$913.5 
MSCI MSCI Inc.
+0.81%
+$19.24 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$480 
SO The Southern Company
+0.78%
+$2,131.6 
NXPI NXP Semiconductors N.V.
+0.76%
+$18.48 
GE General Electric Company
+0.76%
+$1,742.43 
PSX Phillips 66
+0.76%
+$9,432.38 
CVX Chevron Corporation
+0.75%
+$13,190.71 
XLE Energy Select Sector SPDR Fund
+0.75%
+$75.25 
DLR Digital Realty Trust, Inc.
+0.74%
+$19.04 
SBUX Starbucks Corporation
+0.74%
+$1,358.12 
MO Altria Group, Inc.
+0.74%
+$453.68 
KMB Kimberly-Clark Corporation
+0.74%
+$3,634.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$68.31 
HD The Home Depot, Inc.
+0.73%
+$20,872.6 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$17,905.89 
MA Mastercard Incorporated
+0.71%
+$992.42 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$5,366.46 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$93,663.25 
PYPL PayPal Holdings Inc
+0.7%
+$50.46 
VB Vanguard Small-Cap ETF
+0.7%
+$8,056.62 
COST Costco Wholesale Corporation
+0.68%
+$23,356.55 
ROP Roper Technologies Inc.
+0.68%
+$15.82 
YUM Yum! Brands, Inc.
+0.68%
+$33.28 
DOW Dow Inc.
+0.65%
+$156.86 
MS Morgan Stanley
+0.65%
+$690 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$701.25 
WMB The Williams Companies, Inc.
+0.64%
+$2,083.81 
DUK Duke Energy Corporation
+0.63%
+$4,680 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$15,563.5 
CMI Cummins Inc.
+0.59%
+$9,585.01 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$5,064.04 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$1,148.45 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,198.9 
AEP American Electric Power Company, Inc.
+0.58%
+$416.25 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$66.5 
IVV iShares Core S&P 500 ETF
+0.55%
+$26,335.65 
HON Honeywell International Inc.
+0.54%
+$60.69 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$48,099.33 
GOOGL Alphabet Inc
+0.53%
+$408.74 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$81.9 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$104.4 
GOOG Alphabet Inc
+0.45%
+$5,320 
WMT Walmart Inc.
+0.45%
+$4,516.57 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$27.24 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$342.35 
ROST Ross Stores, Inc.
+0.43%
+$15.3 
CSX CSX Corporation
+0.42%
+$429.6 
PGR Progressive Corporation
+0.42%
+$42.5 
VOOG Vanguard S&P 500 Growth ETF
+0.38%
+$46.5 
ROK Rockwell Automation, Inc.
+0.38%
+$12.25 
PEP PepsiCo, Inc.
+0.38%
+$3,526.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$368 
TTE TotalEnergies SE
+0.34%
+$527.09 
GSK GSK plc Sponsored ADR
+0.34%
+$18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$66.96 
AMGN Amgen Inc.
+0.32%
+$18.24 
SLB Schlumberger Limited
+0.32%
+$159.84 
CDNS Cadence Design Systems, Inc.
+0.32%
+$17.08 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$14,808.6 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$7.42 
WM Waste Management, Inc.
+0.3%
+$799.93 
XOM Exxon Mobil Corporation
+0.28%
+$11,691.12 
EFA iShares MSCI EAFE ETF
+0.28%
+$617.4 
MMM 3M Company
+0.26%
+$291.11 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$1,717.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$4,544.06 
OEF iShares S&P 100 ETF
+0.24%
+$83.42 
BP BP p.l.c. Sponsored ADR
+0.23%
+$1,059.6 
ADP Automatic Data Processing Inc.
+0.2%
+$6.16 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$6,628.5 
TRV The Travelers Companies, Inc.
+0.18%
+$3,197.04 
VUG Vanguard Growth ETF
+0.18%
+$228.6 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$46 
NVDA NVIDIA Corporation
+0.16%
+$20,764.8 
PFE Pfizer Inc.
+0.15%
+$92 
CCI Crown Castle Inc.
+0.13%
+$62.04 
SHW The Sherwin-Williams Company
+0.13%
+$4.92 
PH Parker-Hannifin Corporation
+0.12%
+$11.1 
KO The Coca-Cola Company
+0.11%
+$225.54 
EA Electronic Arts Inc.
+0.11%
+$1.76 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$2.64 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$5.59 
MSFT Microsoft Corp.
+0.1%
+$5,381.87 
EBC Eastern Bankshares, Inc.
+0.1%
+$40 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$44.1 
FDX FedEx Corporation
+0.09%
+$220.41 
EOG EOG Resources, Inc.
+0.09%
+$5.88 
ENB Enbridge Inc.
+0.07%
+$35.16 
CL Colgate-Palmolive Company
+0.07%
+$10.2 
AON Aon plc
+0.04%
+$1.12 
TJX The TJX Companies, Inc.
+0.04%
+$1.96 
PANW Palo Alto Networks, Inc.
+0.03%
+$2.16 
LTC LTC Properties Inc.
+0.03%
+$20 
VOX Vanguard Communication Services ETF
+0.03%
+$468.34 
ORCL Oracle Corporation
+0.02%
+$1.74 
MCD McDonald's Corporation
+0.01%
+$35.25 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$0.08 
ANTM Anthem Inc
0%
$0 
AZN
0%
$0 
CMA Comerica Inc.
0%
$0 
COO
0%
$0 
DFS Discover Financial Services
0%
$0 
PPBI Pacific Premier Bancorp Inc.
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
RNAM Avidity Biosciences, Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
UDR
0%
$0 
ZIMV Zimvie Inc.
0%
$0 
ADBE Adobe Inc.
-6.75%
-$295.6 
UCO ProShares Ultra Bloomberg Crude Oil
-5.41%
-$4,800 
SMCI Super Micro Computer Inc
-4.72%
-$158.55 
ADSK Autodesk, Inc.
-3.47%
-$71.4 
LLY Eli Lilly and Company
-2.41%
-$6,372.59 
PLTR Palantir Technologies Inc.
-2.36%
-$2,255.7 
ZTS Zoetis Inc.
-2.25%
-$7,190.07 
NKE Nike, Inc. - Class B
-2.24%
-$10,964.35 
ULTA Ulta Beauty Inc.
-1.82%
-$260.4 
ABT Abbott Laboratories
-1.64%
-$1,539.09 
AAPL Apple Inc.
-1.52%
-$141,673.5 
LMT Lockheed Martin Corporation
-1.52%
-$2,045.74 
CLX The Clorox Company
-1.51%
-$415.88 
MU Micron Technology, Inc.
-1.43%
-$6,759.24 
MRK Merck & Co., Inc.
-1.42%
-$6,333.83 
LHX L3Harris Technologies, Inc.
-1.4%
-$43.8 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$44.24 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$698.4 
AMZN Amazon.com Inc
-1.23%
-$17,819.14 
BA Boeing Company
-1.16%
-$3,965.46 
NFLX Netflix, Inc.
-1.14%
-$13.02 
PW-PA Power REIT PFD SER A 7.75%
-1.01%
-$12.49 
UBER Uber Technologies, Inc.
-1.01%
-$41.3 
IBM International Business Machines Corporation
-0.95%
-$976.15 
AVGO Broadcom Inc.
-0.91%
-$560 
NOW ServiceNow, Inc.
-0.9%
-$5.58 
MTD Mettler-Toledo International Inc.
-0.85%
-$29.28 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$16.08 
BDX Becton, Dickinson and Company
-0.75%
-$4,218 
LEG Leggett & Platt, Inc.
-0.75%
-$7.76 
OKLO Oklo Inc.
-0.64%
-$22.2 
CSCO Cisco Systems, Inc.
-0.6%
-$1,168 
MDLZ Mondelez International, Inc.
-0.58%
-$703 
ETN Eaton Corporation plc
-0.57%
-$40.5 
MKC McCormick & Company, Incorporated
-0.57%
-$5.04 
SYY Sysco Corporation
-0.56%
-$72.9 
NVS Novartis AG Sponsored ADR
-0.55%
-$13.6 
BSX Boston Scientific Corporation
-0.55%
-$6.5 
SNPS Synopsys, Inc.
-0.53%
-$21.6 
UPS United Parcel Service, Inc.
-0.51%
-$3,531.56 
ISRG Intuitive Surgical, Inc.
-0.45%
-$18.4 
SOLV Solventum Corporation
-0.44%
-$61.95 
RBLX Roblox Corporation
-0.41%
-$2.7 
DHR Danaher Corporation
-0.38%
-$10.35 
RTX RTX Corporation
-0.37%
-$8,689.85 
AMLP Alerian MLP ETF
-0.34%
-$25.38 
CRM Salesforce Inc
-0.34%
-$12.88 
SU Suncor Energy Inc.
-0.32%
-$200 
DIS The Walt Disney Company
-0.3%
-$76.5 
META Meta Platforms Inc Class A
-0.26%
-$120.35 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$99.5 
GILD Gilead Sciences Inc.
-0.22%
-$7 
SHEL Shell plc
-0.22%
-$24.32 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$447.99 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$4,939.22 
LOW Lowe's Companies Inc.
-0.12%
-$6.21 
EPD Enterprise Products Partners L.P.
-0.08%
-$330 
INTU Intuit Inc.
-0.07%
-$39.06 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$137.62 
TSCO Tractor Supply Company
-0.03%
-$0.5 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$0.66 Events
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Dividends
Dividend Analysis
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No Data
| Trades 943 | Longs Won 577/943 61% | Profit Factor 9.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $552,115.56 |
| Average Win $153,029.58 | Best Trade (Jun 14) $9.97M | Sharpe Ratio -8.8 |
| Average Loss -$24,187.37 | Worst Trade (Jun 14) -$1.1M | Z-Score 9.03 (100%) |
| Commissions $0 | Avg. Trade Length 2y 6m 2w 6d | Expectancy $84,247.29 |
| 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 | 7,752 | 6,977 | 6,202 | 5,426 | 4,651 | 3,876 | 3,101 | 2,326 | 1,550 | 775 |
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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