Binnacle Investments Inc. Portfolio
Invests via Binnacle Investments Inc. | Managed by SEI Investments Co, Matthew Onstot
Invests via Binnacle Investments Inc.
Managed by SEI Investments Co, Matthew Onstot
Automatically Tracked
Company Profile
Active investment manager focused on mid-market private equity and structured credit in North America, targeting industrials, energy transition and specialty finance. Binnacle Investments Inc. operates as a multi-strategy sponsor providing direct lending, control buyouts and opportunistic secondaries, emphasizing cash-flow resilience and asset-level operational governance. Typical capital partners include pensions, insurance balance sheets and family offices; the firm positions for yield and downside protection across economic cycles.
Active investment manager focused on mid-market private equity and structured credit in North America, targeting industrials, energy transition and specialty finance. Binnacle Investments Inc. operates as a multi-strategy sponsor providing direct lending, control buyouts and opportunistic secondaries, emphasizing cash-flow resilience and asset-level operational governance. Typical capital partners include pensions, insurance balance sheets and family offices; the firm positions for yield and downside protection across economic cycles.
Investment Philosophy & Strategy
Focuses on resilient, yield-oriented private markets strategies across mid-market private equity and structured credit in North America. Combines direct lending, control buyouts and opportunistic secondaries to generate cash flow and protect principal through economic cycles. Underwrites on asset-level operational governance and industry specialization—industrial, energy transition and specialty finance—while structuring capital solutions for pensions, insurers and family offices. Emphasizes downside protection via covenant-heavy lending, active portfolio operating roles, diversified capital stacks and opportunistic pricing to capture risk-adjusted returns.
Focuses on resilient, yield-oriented private markets strategies across mid-market private equity and structured credit in North America. Combines direct lending, control buyouts and opportunistic secondaries to generate cash flow and protect principal through economic cycles. Underwrites on asset-level operational governance and industry specialization—industrial, energy transition and specialty finance—while structuring capital solutions for pensions, insurers and family offices. Emphasizes downside protection via covenant-heavy lending, active portfolio operating roles, diversified capital stacks and opportunistic pricing to capture risk-adjusted 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:
24.88%
Gain +0.22%
Monthly
1.21%
Yearly
15.49%
Drawdown
9.25%
$185.23M
Equity
Holdings
$185.23M
Investment
$151.68M
$33.97M
Profit +$371,908.14
Realized
$415,571.74
Unrealized
$33.55M
Dividends
$5.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$371,908.14
Win %
63%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.02M
Win %
63%
This Month
Compared to last month
Gain
0.67%
Profit
$1.23M
Win %
63%
This Year
Compared to last year
Gain
7.57%
Profit
$13.06M
Win %
63%
PAVM PAVmed Inc.
+10.26%
+$0.52 
PAG Penske Automotive Group Inc.
+8.55%
+$249.75 
KD Kyndryl Holdings Inc.
+7.85%
+$17.57 
MNDY monday.com Ltd.
+7.36%
+$12.88 
GWRE GUIDEWIRE SOFTWARE INC
+7.08%
+$46.72 
ETSY Etsy Inc.
+6.98%
+$156.33 
MMYT MakeMyTrip Limited
+6.98%
+$526.78 
TTD The Trade Desk, Inc. Class A
+6.73%
+$619.92 
CSGP CoStar Group, Inc.
+6.72%
+$64.8 
APPS Digital Turbine Inc.
+6.72%
+$19.2 
SMG Scotts Miracle-Gro Co.
+6.71%
+$877.11 
EOLS Evolus Inc.
+6.44%
+$220.87 
EFX Equifax Inc.
+6.43%
+$1,392.48 
INTU Intuit Inc.
+6.34%
+$2,027.04 
WIX Wix.com Ltd.
+6.3%
+$18.74 
BLMN Bloomin' Brands Inc.
+6.26%
+$8.2 
BBWI Bath & Body Works, Inc.
+6.23%
+$107.38 
EXPE Expedia Group, Inc.
+6.05%
+$748.35 
WINA Winmark Corporation
+6.05%
+$469.04 
PATK Patrick Industries Inc.
+6.05%
+$731.53 
AJG Arthur J. Gallagher & Co.
+6.02%
+$1,455.54 
G Genpact Ltd.
+5.84%
+$26.84 
LCII LCI Industries Inc.
+5.73%
+$13.44 
THO Thor Industries Inc.
+5.73%
+$33.75 
MRSH Marsh & McLennan Companies, Inc.
+5.7%
+$488.16 
HUBS HubSpot, Inc.
+5.63%
+$127.4 
PCOR Procore Technologies Inc.
+5.54%
+$21.7 
NKE Nike, Inc. - Class B
+5.54%
+$885.62 
TOST Toast Inc.
+5.49%
+$103.32 
PEGA Pegasystems Inc.
+5.47%
+$22.2 
PSKY Paramount Skydance Corporation Class B Common Stock
+5.45%
+$7.07 
APP AppLovin Corporation Class A Common Stock
+5.36%
+$3,515 
LLY Eli Lilly and Company
+5.32%
+$9,844.79 
SRPT Sarepta Therapeutics Inc.
+5.29%
+$1.78 
LAD Lithia Motors Inc.
+5.27%
+$29.65 
CPB The Campbell's Company
+5.26%
+$124.62 
HRB H&R Block Inc.
+5.26%
+$203.28 
LEN-B Lennar Corporation
+5.25%
+$248.95 
ANGI Angi Inc. Class A Common Stock
+5.24%
+$0.64 
EBAY eBay Inc.
+5.22%
+$1,056.16 
ADSK Autodesk, Inc.
+5.22%
+$313.82 
BLDR Builders FirstSource, Inc.
+5.22%
+$60.6 
LEN Lennar Corporation
+5.2%
+$49.66 
RYAN Ryan Specialty Holdings Inc.
+5.14%
+$41.05 
WEN The Wendy's Company
+5.12%
+$7.26 
WTW Willis Towers Watson Public Limited Company
+5.07%
+$45.18 
ACN Accenture plc Class A
+5.06%
+$706.55 
BC Brunswick Corporation
+5.04%
+$1,029.6 
JHX James Hardie Industries plc
+5.02%
+$24.7 
VFS VinFast Auto Ltd.
+4.97%
+$750 
HELE Helen of Troy Limited
+4.97%
+$4.26 
VEEV Veeva Systems Inc.
+4.97%
+$59.08 
AZO AutoZone Inc.
+4.96%
+$144.32 
MRNA Moderna, Inc.
+4.95%
+$44.8 
VRSK Verisk Analytics Inc.
+4.94%
+$80.28 
LULU lululemon athletica inc.
+4.91%
+$41.58 
DXC Dxc Technology Co.
+4.89%
+$1.87 
CTSH Cognizant Technology Solutions Corporation
+4.83%
+$537.56 
NOW ServiceNow, Inc.
+4.78%
+$769.35 
ZTS Zoetis Inc.
+4.74%
+$253.47 
VKTX Viking Therapeutics Inc.
+4.71%
+$7.2 
FDS FactSet Research Systems Inc.
+4.7%
+$54.44 
RC Ready Capital Corporation
+4.67%
+$90.45 
WDAY Workday Inc.
+4.57%
+$25.89 
BBY Best Buy Co., Inc.
+4.56%
+$44.66 
AON Aon plc
+4.47%
+$49.2 
CBRE CBRE Group Inc.
+4.46%
+$551.52 
SSTK Shutterstock Inc.
+4.46%
+$2.7 
KMB Kimberly-Clark Corporation
+4.34%
+$767.18 
SNN Smith & Nephew plc ADR
+4.32%
+$85.56 
CRM Salesforce Inc
+4.25%
+$2,831.28 
HDB HDFC Bank Limited ADR
+4.24%
+$652.8 
IBN ICICI Bank Limited Sponsored ADR
+4.16%
+$1,957.55 
UNH UnitedHealth Group Incorporated
+4.15%
+$14,621.31 
ADBE Adobe Inc.
+4.14%
+$169.32 
WING Wingstop Inc.
+4.11%
+$398.56 
CVNA Carvana Co.
+4.09%
+$829.5 
BKNG Booking Holdings Inc.
+4.06%
+$653 
RL Ralph Lauren Corporation
+4.06%
+$273.96 
DECK Deckers Outdoor Corporation
+4.03%
+$40.08 
ALC Alcon Inc.
+4.02%
+$35.91 
VTRS Viatris Inc.
+3.93%
+$356.2 
RELX Relx PLC Sponsored ADR
+3.91%
+$466.74 
MHK Mohawk Industries, Inc.
+3.87%
+$13.94 
ROL Rollins, Inc.
+3.83%
+$313.75 
GILD Gilead Sciences Inc.
+3.8%
+$4,584.41 
PVH PVH Corp.
+3.8%
+$21.7 
LAZ Lazard Ltd.
+3.79%
+$7.89 
NVO Novo Nordisk A/S Sponsored ADR
+3.79%
+$2,473.84 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+3.79%
+$374.4 
LKQ LKQ Corporation
+3.78%
+$112.2 
WCN Waste Connections Inc.
+3.78%
+$770.9 
SJM The J.M. Smucker Company
+3.77%
+$188.19 
BALL Ball Corp.
+3.77%
+$40.95 
DOCS Doximity Inc.
+3.74%
+$4.48 
TPR Tapestry Inc.
+3.72%
+$308.16 
ALNY Alnylam Pharmaceuticals Inc
+3.71%
+$16.66 
BCE BCE Inc.
+3.71%
+$3,039.72 
MCO Moody's Corporation
+3.71%
+$2,164.05 
MAS Masco Corporation
+3.7%
+$128.5 
IHG Intercontinental Hotels Group PLC ADR
+3.69%
+$106.47 
PAYC Paycom Software, Inc.
+3.68%
+$8.8 
HLT Hilton Worldwide Holdings Inc.
+3.65%
+$35.88 
NICE Nice Ltd. Sponsored ADR
+3.62%
+$76.38 
CAG Conagra Brands Inc.
+3.61%
+$218 
COO The Cooper Companies, Inc.
+3.61%
+$23.76 
OLN Olin Corporation
+3.56%
+$11.23 
ARGX argenx SE American Depositary Receipt
+3.55%
+$116.24 
GIS General Mills, Inc.
+3.55%
+$752.4 
LOW Lowe's Companies Inc.
+3.54%
+$5,152.05 
PAYX Paychex Inc.
+3.51%
+$68.4 
CI The Cigna Group
+3.47%
+$311.86 
SHOE Shoe Station Group, Inc.
+3.47%
+$430.56 
HUN Huntsman Corporation
+3.46%
+$6.55 
DASH DoorDash, Inc.
+3.45%
+$50.8 
WH Wyndham Hotels & Resorts, Inc.
+3.44%
+$375 
KNF Knife River Corporation
+3.44%
+$9.9 
AMGN Amgen Inc.
+3.42%
+$3,029.52 
BMY Bristol-Myers Squibb Company
+3.42%
+$3,685.5 
SYK Stryker Corporation
+3.39%
+$1,736.28 
KVUE Kenvue Inc.
+3.39%
+$138.47 
BHVN Biohaven Ltd.
+3.38%
+$0.74 
ROP Roper Technologies Inc.
+3.38%
+$1,059.24 
AMCR Amcor plc
+3.37%
+$147.34 
COLD Americold Realty Trust
+3.37%
+$12.55 
DVA DaVita Inc.
+3.35%
+$18.18 
GMAB Genmab A/S Sponsored ADR
+3.32%
+$47.77 
GSK GSK plc Sponsored ADR
+3.32%
+$623.28 
HAS Hasbro Inc.
+3.31%
+$44.24 
WU Western Union Co.
+3.31%
+$6 
PALL abrdn Physical Palladium Shares ETF
+3.3%
+$2,947.5 
PSO Pearson plc Sponsored ADR
+3.29%
+$24.51 
SGI Somnigroup International Inc.
+3.29%
+$75.48 
CRH CRH plc
+3.27%
+$339.29 
GDDY Godaddy Inc.
+3.26%
+$431.36 
MRP Millrose Properties Inc.
+3.25%
+$25.53 
HD The Home Depot, Inc.
+3.25%
+$2,025.6 
TNL Travel + Leisure Co.
+3.25%
+$850.63 
SPGI S&P Global Inc.
+3.24%
+$264.7 
XYZ Block, Inc.
+3.23%
+$85.75 
MKC McCormick & Company, Incorporated
+3.2%
+$216.69 
KRC Kilroy Realty Corporation
+3.2%
+$5.33 
LPX Louisiana-Pacific Corporation
+3.19%
+$12.75 
WHR Whirlpool Corporation
+3.11%
+$259.72 
NVS Novartis AG Sponsored ADR
+3.11%
+$8,824.67 
NXST Nexstar Media Group Inc.
+3.11%
+$612.54 
ABNB Airbnb, Inc.
+3.1%
+$176.12 
ORLY O'Reilly Automotive Inc.
+3.08%
+$309.72 
DXCM DexCom, Inc.
+3.08%
+$12.85 
STE STERIS plc
+3.08%
+$26.72 
CASY Casey's General Stores Inc.
+3.04%
+$895.05 
CMCSA Comcast Corp
+3.04%
+$2,752.01 
TYL Tyler Technologies Inc.
+3.01%
+$63.3 
MSTR Strategy Inc.
+3.01%
+$384.03 
BUD Anheuser-Busch InBev S.A. ADR
+3.01%
+$358.5 
PHM PulteGroup Inc.
+3%
+$291.92 
SN SharkNinja, Inc.
+3%
+$201.24 
GEN Gen Digital Inc.
+2.96%
+$116.33 
B BARRICK MINING CORP Common Stock (ABR0)
+2.96%
+$553.15 
GTLB GitLab Inc.
+2.95%
+$15.7 
GEHC GE HealthCare Technologies Inc.
+2.95%
+$64.64 
BNY BlackRock New York Municipal Income Trust
+2.94%
+$121.58 
NFLX Netflix, Inc.
+2.94%
+$788.5 
UAA Under Armour Inc.
+2.92%
+$280 
TMO Thermo Fisher Scientific Inc.
+2.91%
+$607.91 
DFIN Donnelley Financial Solutions Inc.
+2.9%
+$15.73 
ADP Automatic Data Processing Inc.
+2.9%
+$422.24 
BFAM Bright Horizons Family Solutions Inc.
+2.89%
+$59.4 
DHR Danaher Corporation
+2.87%
+$1,735.05 
GRMN Garmin Ltd.
+2.87%
+$16.04 
SPB Spectrum Brands Holdings Inc.
+2.84%
+$45.99 
ICLR ICON plc
+2.84%
+$499.2 
BMRN Biomarin Pharmaceutical Inc.
+2.8%
+$9.27 
COIN Coinbase Global, Inc.
+2.8%
+$314.6 
FAF First American Financial Corporation
+2.79%
+$19.03 
DPZ Domino's Pizza Inc.
+2.78%
+$73.98 
EXEL Exelixis Inc.
+2.77%
+$689.52 
DKS Dick's Sporting Goods, Inc.
+2.77%
+$34.11 
SEG Seaport Entertainment Group, Inc.
+2.77%
+$4.8 
EEFT Euronet Worldwide, Inc.
+2.76%
+$14.08 
BLK BlackRock, Inc.
+2.72%
+$87.72 
WM Waste Management, Inc.
+2.72%
+$1,283.34 
MTN Vail Resorts, Inc.
+2.71%
+$20.25 
TTEK Tetra Tech, Inc.
+2.71%
+$529.62 
YUM Yum! Brands, Inc.
+2.7%
+$158.4 
T AT&T Inc.
+2.69%
+$6,594.95 
TCOM Trip.com Group Limited American Depositary Receipt
+2.67%
+$122.72 
HSY The Hershey Company
+2.67%
+$346.02 
KBR KBR Inc.
+2.65%
+$267.41 
CCEP Coca-Cola Europacific Partners PLC
+2.64%
+$127.35 
GLPI Gaming and Leisure Properties, Inc.
+2.64%
+$47.36 
RGLD Royal Gold Inc.
+2.62%
+$170.81 
AGNT eXp World Holdings Inc.
+2.61%
+$3.8 
CNXC Concentrix Corporation
+2.61%
+$337.77 
APTV Aptiv PLC
+2.6%
+$5.7 
ALGN Align Technology, Inc.
+2.59%
+$18.68 
KNSL Kinsale Capital Group Inc.
+2.58%
+$396.44 
CPAY Corpay, Inc.
+2.58%
+$20.27 
KHC The Kraft Heinz Company
+2.58%
+$129.28 
PSA Public Storage Common Stock
+2.57%
+$44.52 
DOX Amdocs Limited
+2.56%
+$217.36 
IDXX IDEXX Laboratories, Inc.
+2.55%
+$107.96 
PINS Pinterest, Inc. Class A
+2.5%
+$118.27 
SBUX Starbucks Corporation
+2.5%
+$186.4 
SIRI Sirius XM Holdings Inc.
+2.49%
+$330 
NTES NetEase, Inc. American Depositary Receipt
+2.47%
+$186.66 
RACE Ferrari N.V.
+2.47%
+$526.35 
WTM White Mountains Insurance Group Ltd.
+2.46%
+$361.51 
VRTX Vertex Pharmaceuticals Incorporated
+2.45%
+$537.68 
HOG Harley-Davidson Inc.
+2.45%
+$7.26 
HIW Highwoods Properties, Inc.
+2.44%
+$13.9 
SWK Stanley Black & Decker Inc.
+2.43%
+$8.76 
OLED Universal Display Corporation
+2.42%
+$267.88 
VICI Vici Properties Inc.
+2.4%
+$2,553.65 
USFD US Foods Holding Corp
+2.39%
+$44.74 
LYV Live Nation Entertainment, Inc.
+2.38%
+$16.08 
RMD ResMed Inc.
+2.37%
+$144.82 
UNF UniFirst Corp.
+2.36%
+$712.53 
DRI Darden Restaurants, Inc.
+2.36%
+$201.72 
FOXA Fox Corporation
+2.35%
+$325.23 
HXL Hexcel Corporation
+2.34%
+$612.95 
JAZZ Jazz Pharmaceuticals plc
+2.33%
+$259.17 
ALLY Ally Financial Inc.
+2.33%
+$210.33 
WMT Walmart Inc.
+2.32%
+$9,884.7 
MSCI MSCI Inc.
+2.32%
+$65.1 
AMTM Amentum Holdings, Inc.
+2.32%
+$4.2 
IART Integra LifeSciences Holdings Corporation
+2.31%
+$2.44 
CCK Crown Holdings Inc.
+2.31%
+$69.39 
FIS Fidelity National Information Services, Inc.
+2.31%
+$7.38 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+2.3%
+$323.14 
MCD McDonald's Corporation
+2.29%
+$820.5 
PBH Prestige Consumer Healthcare Inc.
+2.28%
+$12.15 
UFPI UFP Industries, Inc.
+2.27%
+$273.48 
CHTR Charter Communications Inc
+2.26%
+$9.5 
DBX Dropbox Inc.
+2.25%
+$98.4 
SLV iShares Silver Trust
+2.24%
+$483.75 
DEO Diageo plc Sponsored ADR
+2.24%
+$1,538.82 
MNST Monster Beverage Corporation
+2.24%
+$164.34 
ACAD Acadia Pharmaceuticals Inc.
+2.23%
+$8.17 
GPN Global Payments Inc.
+2.23%
+$14.44 
PHIN Phinia Inc.
+2.23%
+$1.25 
WYNN Wynn Resorts, Limited
+2.22%
+$73.8 
LYB LyondellBasell Industries N.V.
+2.22%
+$12.24 
NCLH Norwegian Cruise Line Holdings Ltd.
+2.22%
+$9.24 
FERG Ferguson Enterprises Inc
+2.21%
+$14.76 
CBOE Cboe Global Markets Inc.
+2.2%
+$674.73 
HRL Hormel Foods Corporation
+2.2%
+$104.83 
PRGO Perrigo Company plc
+2.19%
+$245.35 
NEM Newmont Corporation
+2.19%
+$220.05 
IBM International Business Machines Corporation
+2.19%
+$2,614.76 
ROST Ross Stores, Inc.
+2.19%
+$70.7 
APAM Artisan Partners Asset Management Inc.
+2.17%
+$4.83 
CRAI CRA International Inc.
+2.16%
+$591.24 
CPNG Coupang Inc.
+2.15%
+$18.6 
DG Dollar General Corporation
+2.15%
+$1,855.35 
ACIW ACI Worldwide, Inc.
+2.13%
+$33.79 
V Visa Inc. Class A
+2.12%
+$3,864.15 
BTI British American Tobacco p.l.c. ADR
+2.12%
+$900 
ASTS AST SpaceMobile, Inc.
+2.11%
+$623 
KDP Keurig Dr Pepper Inc.
+2.08%
+$47.61 
USLM United States Lime & Minerals Inc.
+2.08%
+$113.36 
LDOS Leidos Holdings Inc.
+2.07%
+$115 
FSV FirstService Corporation
+2.07%
+$183.8 
PGR Progressive Corporation
+2.06%
+$404.8 
BSX Boston Scientific Corporation
+2.06%
+$547.82 
TRMB Trimble Inc.
+2.05%
+$38.72 
FOX Fox Corporation Class B Common Stock
+2.04%
+$381.36 
LW Lamb Weston Holdings, Inc.
+2.04%
+$9.72 
AAL American Airlines Group Inc.
+2.04%
+$89.76 
AWK American Water Works Company, Inc.
+2.02%
+$98.42 
UBER Uber Technologies, Inc.
+2.02%
+$26.6 
WSO Watsco Inc.
+2.02%
+$11.9 
MCK McKesson Corporation
+2.01%
+$999.09 
SAP SAP SE Sponsored ADR
+2%
+$1,487.2 
MEDP Medpace Holdings Inc.
+1.99%
+$61.3 
HEI Heico Corporation
+1.99%
+$593 
CCI Crown Castle Inc.
+1.98%
+$2,033.15 
WST West Pharmaceutical Services, Inc.
+1.98%
+$7.41 
TM Toyota Motor Corporation
+1.97%
+$448.91 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.97%
+$148.53 
BDX Becton, Dickinson and Company
+1.96%
+$2,373.72 
BAH Booz Allen Hamilton Holding Corporation
+1.96%
+$73.32 
AIG American International Group Inc.
+1.95%
+$407.7 
MDLZ Mondelez International, Inc.
+1.95%
+$1,168.76 
INCY Incyte Corporation
+1.95%
+$398.02 
LII Lennox International Inc.
+1.95%
+$13.58 
STZ Constellation Brands, Inc.
+1.95%
+$12.4 
DIS The Walt Disney Company
+1.95%
+$48.76 
ACGL Arch Capital Group Ltd
+1.94%
+$86.94 
DOW Dow Inc.
+1.94%
+$2,235.14 
SPG Simon Property Group, Inc.
+1.93%
+$96 
JD JD.com Inc.
+1.93%
+$386.25 
ULTA Ulta Beauty Inc.
+1.93%
+$57.03 
MA Mastercard Incorporated
+1.92%
+$498.37 
BX Blackstone Inc.
+1.91%
+$2,285.78 
QGEN QIAGEN N.V.
+1.91%
+$2.48 
BXP Boston Properties, Inc.
+1.91%
+$34.1 
CVS CVS Health Corporation
+1.9%
+$98.04 
AXTA Axalta Coating Systems Ltd.
+1.9%
+$57.33 
GPC Genuine Parts Company
+1.9%
+$2,882.5 
MTD Mettler-Toledo International Inc.
+1.9%
+$1,282.26 
LMAT Lemaitre Vascular Inc.
+1.89%
+$639.6 
TTC The Toro Company
+1.88%
+$14.8 
QCOM QUALCOMM Incorporated
+1.88%
+$3,395.52 
HUM Humana Inc.
+1.87%
+$23.94 
PHG Koninklijke Philips N.V.
+1.86%
+$316.2 
ENPH Enphase Energy, Inc.
+1.86%
+$3.81 
PFE Pfizer Inc.
+1.85%
+$4,253.04 
ABBV AbbVie Inc.
+1.84%
+$3,674.72 
NYT New York Times Co.
+1.83%
+$259.53 
ALL Allstate Corporation
+1.82%
+$86.2 
WPC W. P. Carey Inc.
+1.82%
+$9.24 
MTCH Match Group, Inc.
+1.8%
+$123.17 
SYY Sysco Corporation
+1.8%
+$105.12 
RPRX Royalty Pharma plc
+1.8%
+$25.44 
CTAS Cintas Corporation
+1.79%
+$44.92 
LKFN Lakeland Financial Corporation
+1.79%
+$365.16 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.79%
+$448.92 
TROW T. Rowe Price Group, Inc.
+1.78%
+$115.37 
GNTX Gentex Corporation
+1.78%
+$21.46 
CAH Cardinal Health Inc.
+1.78%
+$987.84 
TXRH Texas Roadhouse Inc.
+1.76%
+$287.14 
EMN Eastman Chemical Company
+1.76%
+$11.05 
COR Cencora, Inc.
+1.75%
+$552.72 
MAA Mid-America Apartment Communities, Inc.
+1.74%
+$7.96 
PZZA Papa John's International, Inc.
+1.74%
+$3.35 
INDA ISHARES MSCI INDIA ETF
+1.74%
+$229.6 
ORCL Oracle Corporation
+1.73%
+$2,834.04 
ENSG The Ensign Group, Inc.
+1.72%
+$842.34 
SOFI SoFi Technologies, Inc.
+1.72%
+$46.8 
ABT Abbott Laboratories
+1.72%
+$185.85 
CG The Carlyle Group Inc.
+1.71%
+$128.71 
HEI.A Heico Corporation
+1.7%
+$194.82 
SYF Synchrony Financial
+1.7%
+$102.48 
TFC Truist Financial Corporation
+1.69%
+$2,697.31 
RDY Dr. Reddy's Laboratories Ltd.
+1.69%
+$90.08 
TAP Molson Coors Beverage Company
+1.68%
+$11.7 
LMT Lockheed Martin Corporation
+1.68%
+$875.49 
OC Owens Corning
+1.67%
+$22.32 
LAMR Lamar Advertising Company
+1.65%
+$40.88 
AMT American Tower Corporation
+1.65%
+$617.6 
HMC Honda Motor Co., Ltd.
+1.64%
+$217.8 
HLI Houlihan Lokey Inc.
+1.64%
+$10.2 
BIPC Brookfield Infrastructure Partners L.P.
+1.62%
+$359.98 
F Ford Motor Company
+1.62%
+$167.5 
USB U.S. Bancorp
+1.62%
+$567.84 
SWKS Skyworks Solutions Inc.
+1.61%
+$29.76 
MKL Markel Group Inc.
+1.58%
+$198.97 
UTHR United Therapeutics Corporation
+1.58%
+$365.93 
OTIS Otis Worldwide Corporation
+1.57%
+$29.3 
OMC Omnicom Group Inc.
+1.57%
+$1,659.27 
EHC Encompass Health Corporation
+1.56%
+$715.11 
LH Labcorp Holdings Inc.
+1.55%
+$14.76 
MRK Merck & Co., Inc.
+1.55%
+$7,213.92 
YOU Clear Secure Inc.
+1.55%
+$560.33 
CBSH Commerce Bancshares, Inc.
+1.54%
+$69.68 
AWI Armstrong World Industries, Inc.
+1.54%
+$15.12 
MORN Morningstar, Inc.
+1.54%
+$119.52 
ICE Intercontinental Exchange, Inc.
+1.54%
+$338.67 
VCTR Victory Capital Holdings, Inc. Class A
+1.54%
+$16.3 
VRRM Verra Mobility Corporation
+1.53%
+$1.35 
UMH UMH Properties, Inc.
+1.53%
+$278.07 
ZION Zions Bancorporation, National Association
+1.53%
+$33.08 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.52%
+$49.35 
RCL Royal Caribbean Group
+1.52%
+$681.34 
ALV Autoliv, Inc.
+1.52%
+$15.57 
NWSA News Corporation
+1.52%
+$10.35 
PPC Pilgrim's Pride Corporation
+1.52%
+$31.24 
IPAR Inter Parfums, Inc.
+1.51%
+$17.3 
SNY Sanofi American Depositary Receipt
+1.51%
+$195 
CLX The Clorox Company
+1.5%
+$135.89 
THC Tenet Healthcare Corporation
+1.49%
+$52.65 
SCHD Schwab U.S. Dividend Equity ETF
+1.48%
+$609 
PRU Prudential Financial, Inc.
+1.48%
+$87.36 
EG Everest Group, Ltd.
+1.48%
+$216.06 
VFLO VictoryShares Free Cash Flow ETF
+1.46%
+$262.73 
PRDO Perdoceo Education Corporation
+1.45%
+$204.67 
SON Sonoco Products Co.
+1.45%
+$14.91 
ECL Ecolab Inc.
+1.44%
+$53.89 
VZ Verizon Communications Inc.
+1.44%
+$341.12 
NTRA NATERA INC (Common Stock) – ticker 45E
+1.43%
+$50.94 
HOMB Home BancShares Inc.
+1.43%
+$602.64 
ODFL Old Dominion Freight Line, Inc.
+1.43%
+$126.48 
OMF OneMain Holdings Inc.
+1.43%
+$393.9 
SBAC SBA Communications Corporation
+1.42%
+$20.52 
CRL Charles River Laboratories International, Inc.
+1.41%
+$8.54 
REG Regency Centers Corporation
+1.41%
+$3.04 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.41%
+$54.45 
UPS United Parcel Service, Inc.
+1.41%
+$2,627.1 
O Realty Income Corporation
+1.41%
+$17.82 
FSCO FS Credit Opportunities Corp.
+1.4%
+$2,319.24 
CHRW C.H. Robinson Worldwide, Inc.
+1.4%
+$164.22 
OZK Bank OZK
+1.39%
+$126.87 
GRAB Grab Holdings Limited
+1.38%
+$6.18 
LOPE Grand Canyon Education Inc.
+1.38%
+$13.23 
VSXY Victoria's Secret & Co.
+1.37%
+$3.65 
WFC Wells Fargo & Company
+1.37%
+$875.79 
RYN Rayonier Inc.
+1.37%
+$1.27 
SDY SPDR S&P Dividend ETF
+1.36%
+$207.5 
DAY Dayforce Inc.
+1.36%
+$9.4 
CNS Cohen & Steers Inc.
+1.36%
+$264.6 
TW Tradeweb Markets Inc.
+1.35%
+$23.84 
ABM ABM Industries Inc.
+1.34%
+$49.64 
AMH American Homes 4 Rent
+1.34%
+$0.41 
AYI Acuity Brands Inc.
+1.34%
+$27.79 
GGG Graco Inc.
+1.33%
+$40.66 
FSK FS KKR Capital Corp.
+1.33%
+$1,859.34 
JNJ Johnson & Johnson
+1.32%
+$7,333.15 
TJX The TJX Companies, Inc.
+1.3%
+$189.72 
THG Hanover Insurance Group, Inc.
+1.29%
+$14.6 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.28%
+$145.49 
NVAX Novavax Inc.
+1.27%
+$8.32 
TDG TransDigm Group Inc.
+1.26%
+$912.6 
RF Regions Financial Corporation
+1.26%
+$7.14 
LGND Ligand Pharmaceuticals Inc.
+1.26%
+$18.55 
MSI Motorola Solutions, Inc.
+1.26%
+$323.47 
ROIV Roivant Sciences Ltd
+1.25%
+$10.5 
AMG Affiliated Managers Group Inc.
+1.25%
+$55.68 
TKO Tko Group Holdings Inc.
+1.24%
+$30.03 
BSAC Banco Santander-Chile ADR
+1.24%
+$117.6 
WELL Welltower Inc.
+1.23%
+$236.97 
DLTR Dollar Tree, Inc.
+1.23%
+$13.46 
HBAN Huntington Bancshares Incorporated
+1.23%
+$7.21 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+1.22%
+$62.51 
ESAB Esab Corporation
+1.22%
+$7.07 
NSSC Napco Security Technologies, Inc.
+1.21%
+$398.65 
MDB MongoDB Inc.
+1.21%
+$81.89 
MDT Medtronic plc
+1.21%
+$2,869.38 
UHS Universal Health Services, Inc.
+1.21%
+$36 
ZETA Zeta Global Holdings Corp.
+1.21%
+$585 
GSBC Great Southern Bancorp Inc.
+1.2%
+$187.68 
CME CME Group Inc.
+1.18%
+$33.7 
ISRG Intuitive Surgical, Inc.
+1.18%
+$193.44 
SE Sea Ltd.
+1.18%
+$456.96 
STLA Stellantis N.V.
+1.17%
+$2.15 
CFG Citizens Financial Group, Inc.
+1.15%
+$54 
LHX L3Harris Technologies, Inc.
+1.15%
+$57.33 
DE Deere & Company
+1.15%
+$1,043 
COLB Columbia Banking System, Inc.
+1.14%
+$3.2 
MTB M&T Bank Corporation
+1.14%
+$275.52 
MO Altria Group, Inc.
+1.12%
+$3,223.42 
PAA Plains All American Pipeline, L.P.
+1.12%
+$81.2 
HYD VanEck High Yield Muni ETF
+1.12%
+$1,446.12 
TPG TPG Inc.
+1.11%
+$2.82 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.11%
+$2,561.26 
IOVA Iovance Biotherapeutics, Inc.
+1.09%
+$5.89 
IFF International Flavors & Fragrances Inc.
+1.08%
+$5.82 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.08%
+$17.16 
AXP American Express Company
+1.08%
+$152.49 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$4,599 
GLD SPDR Gold Shares
+1.08%
+$202.5 
ROKU Roku, Inc.
+1.07%
+$205 
MSFT Microsoft Corp.
+1.07%
+$13,504.92 
PKG Packaging Corporation of America
+1.07%
+$12.3 
CCL Carnival Corporation Ltd.
+1.06%
+$42.35 
BEKE Ke Holdings Inc. ADR
+1.06%
+$10.91 
BAP Credicorp Ltd.
+1.05%
+$165.84 
PEP PepsiCo, Inc.
+1.05%
+$1,574.88 
KKR KKR & Co. Inc.
+1.04%
+$6.23 
MT ArcelorMittal S.A.
+1.04%
+$57.85 
BA Boeing Company
+1.03%
+$95.5 
CB Chubb Limited
+1.03%
+$3,614.41 
BULL Webull Corporation
+1.03%
+$102.8 
MELI MercadoLibre, Inc.
+1.02%
+$131.25 
COF Capital One Financial Corporation
+1.02%
+$158.4 
EWBC East West Bancorp Inc.
+1.01%
+$76.56 
PDD PDD Holdings Inc. American Depositary Shares
+0.99%
+$219.51 
NBIX Neurocrine Biosciences Inc.
+0.99%
+$75.6 
INGR Ingredion Inc.
+0.99%
+$19.3 
NXRT NexPoint Residential Trust Inc.
+0.98%
+$70.56 
TGT Target Corporation
+0.98%
+$1,659.84 
FWONA Liberty Media Corporation
+0.97%
+$12.96 
CNC Centene Corporation
+0.97%
+$8.84 
PG Procter & Gamble Co
+0.96%
+$1,661 
CTRE CareTrust REIT Inc.
+0.96%
+$592.55 
SOLV Solventum Corporation
+0.96%
+$9.24 
APD Air Products and Chemicals, Inc.
+0.96%
+$44.88 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.95%
+$1,573.02 
AX Axos Financial Inc.
+0.95%
+$7.42 
NGG National Grid plc Sponsored ADR
+0.95%
+$80.46 
SCHH Schwab U.S. REIT ETF
+0.95%
+$31.29 
BRKR Bruker Corporation
+0.94%
+$4.72 
IDLV Invesco S&P International Developed Low Volatility ETF
+0.94%
+$10.64 
CPK Chesapeake Utilities Corporation
+0.93%
+$206.91 
DDS Dillard's Inc.
+0.93%
+$6.1 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.93%
+$15.2 
KO The Coca-Cola Company
+0.9%
+$812.57 
CMG Chipotle Mexican Grill, Inc.
+0.89%
+$13.5 
ORI Old Republic International Corp.
+0.89%
+$5.1 
USMV iShares MSCI USA Min Vol Factor ETF
+0.88%
+$108.58 
SUPN Supernus Pharmaceuticals Inc.
+0.87%
+$3.87 
AGM Federal Agricultural Mortgage Corporation
+0.87%
+$284.97 
CHE Chemed Corporation
+0.87%
+$235.85 
DD DuPont de Nemours, Inc.
+0.86%
+$45.05 
HPQ HP Inc.
+0.85%
+$23.14 
NEE NextEra Energy, Inc.
+0.85%
+$2,010.96 
USPH U.S. Physical Therapy Inc.
+0.85%
+$180 
PSMT PriceSmart Inc.
+0.84%
+$390.39 
REYN Reynolds Consumer Products Inc.
+0.84%
+$36.29 
IWN iShares Russell 2000 Value ETF
+0.84%
+$1,860.24 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+0.82%
+$87.48 
MTG MGIC Investment Corporation
+0.82%
+$9.68 
MC Moelis & Company
+0.82%
+$11.12 
BIO Bio-Rad Laboratories Inc.
+0.81%
+$20.51 
RDN Radian Group Inc.
+0.81%
+$12.69 
BWXT Bwx Technologies Inc.
+0.8%
+$178.2 
KR Kroger Co.
+0.8%
+$39.39 
FNB F.N.B. Corporation
+0.8%
+$6.62 
COST Costco Wholesale Corporation
+0.79%
+$779 
RNR Renaissancere Holdings Ltd.
+0.79%
+$75.04 
VNT Vontier Corporation
+0.79%
+$4.08 
XYL Xylem Inc.
+0.77%
+$3.98 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.77%
+$67.77 
ELV Elevance Health, Inc.
+0.76%
+$32.7 
CMS CMS Energy Corporation
+0.76%
+$19.89 
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
+0.75%
+$116.39 
MMM 3M Company
+0.75%
+$8.61 
VTV Vanguard Value ETF
+0.75%
+$12,361.8 
CBT Cabot Corporation
+0.74%
+$154.56 
MDXG MiMedx Group, Inc.
+0.74%
+$3.5 
IMVP Invesco India ETF
+0.74%
+$98.21 
HSTM HealthStream Inc.
+0.74%
+$146.75 
MUB iShares National Muni Bond ETF
+0.74%
+$2,694.59 
VTEB Vanguard Tax-Exempt Bond ETF
+0.72%
+$2,175.91 
SCHA Schwab U.S. Small-Cap ETF
+0.72%
+$35.88 
A Agilent Technologies Inc.
+0.72%
+$5 
UBS UBS Group AG
+0.7%
+$110.55 
RGA Reinsurance Group of America, Inc.
+0.7%
+$140.53 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.69%
+$109.5 
SPOT Spotify Technology S.A.
+0.69%
+$155.66 
ITW Illinois Tool Works Inc.
+0.69%
+$63.24 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.69%
+$2,716.26 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.69%
+$49.88 
MBB iShares MBS ETF
+0.68%
+$3.05 
VB Vanguard Small-Cap ETF
+0.68%
+$173.25 
DOC Healthpeak Properties, Inc.
+0.67%
+$1,074.25 
DIHP Dimensional International High Profitability Portfolio
+0.67%
+$31,094.33 
SMBS Schwab Mortgage-Backed Securities ETF
+0.66%
+$87.31 
ED Consolidated Edison, Inc.
+0.66%
+$5.76 
MGM MGM Resorts International
+0.66%
+$3.04 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.63%
+$54.73 
UNP Union Pacific Corporation
+0.62%
+$56.96 
LSTR Landstar System Inc.
+0.62%
+$117.6 
GD General Dynamics Corporation
+0.62%
+$1,817.46 
PRF Invesco FTSE RAFI US 1000 ETF
+0.61%
+$71.74 
IWM iShares Russell 2000 ETF
+0.61%
+$620.62 
NOC Northrop Grumman Corporation
+0.59%
+$99.96 
LIN Linde plc
+0.59%
+$695.28 
DFCF Dimensional Core Fixed Income ETF
+0.58%
+$102,482.56 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$10,714.27 
K Kellanova Inc.
+0.57%
+$84.87 
TSN Tyson Foods Inc.
+0.57%
+$30.69 
TDY Teledyne Technologies Incorporated
+0.57%
+$10.38 
KFRC Kforce Inc.
+0.56%
+$57.42 
GE General Electric Company
+0.56%
+$510.35 
BG Bunge Global S.A.
+0.56%
+$10.37 
UNM Unum Group
+0.56%
+$123.42 
SCHI Schwab 5-10 Year Corporate Bond ETF
+0.56%
+$89.52 
DUHP Dimensional US High Profitability ETF
+0.56%
+$58,144.17 
VTMX Corporacion Inmobiliaria Vesta S.A.B. de C.V.
+0.55%
+$19.19 
BAC Bank of America Corporation
+0.55%
+$1,678.6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.54%
+$398.48 
GM General Motors Company
+0.54%
+$103.05 
DFNM Dimensional National Municipal Bond ETF
+0.54%
+$2,763.25 
VLTO Veralto Corporation
+0.54%
+$261.36 
HIG The Hartford Insurance Group, Inc.
+0.53%
+$2.11 
GL Globe Life Inc.
+0.53%
+$15.13 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.53%
+$6,538.19 
SHEL Shell plc
+0.53%
+$155.32 
CF CF Industries Holdings, Inc.
+0.51%
+$78.08 
DFIP Dimensional Inflation-Protected Securities ETF
+0.51%
+$11,688.8 
CSX CSX Corporation
+0.5%
+$35.28 
SLM SLM Corporation
+0.5%
+$0.22 
WSC WillScot Holdings Corporation
+0.49%
+$28.16 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.48%
+$49.34 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.48%
+$6,472.44 
CNP CenterPoint Energy Inc.
+0.48%
+$7.41 
WWD Woodward Inc.
+0.47%
+$6.16 
LYG Lloyds Banking Group Plc ADR
+0.46%
+$48.48 
JFR Nuveen Floating Rate Income Fund
+0.46%
+$110.12 
SCHP Schwab U.S. TIPS ETF
+0.46%
+$4.71 
FTV Fortive Corporation
+0.45%
+$7.02 
PFG Principal Financial Group, Inc.
+0.45%
+$504.48 
UAL United Airlines Holdings, Inc.
+0.45%
+$16.72 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.44%
+$142.8 
TSCO Tractor Supply Company
+0.44%
+$5,519.43 
HII Huntington Ingalls Industries Inc.
+0.44%
+$3.51 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.44%
+$5,422.95 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.44%
+$85.05 
BRK-B Berkshire Hathaway Inc.
+0.44%
+$2,838.91 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.43%
+$5.52 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
+0.41%
+$35.35 
SNA Snap-on Inc.
+0.41%
+$26.82 
SPIP SPDR Portfolio TIPS ETF
+0.41%
+$4.2 
HSBC HSBC Holdings plc Sponsored ADR
+0.41%
+$168.72 
FIVE Five Below, Inc.
+0.39%
+$4.28 
ALSN Allison Transmission Holdings Inc.
+0.39%
+$58.48 
IEFA iShares Core MSCI EAFE ETF
+0.39%
+$6,117.58 
TOUS T. Rowe Price International Equity ETF
+0.38%
+$55.83 
IWO iShares Russell 2000 Growth ETF
+0.38%
+$740.15 
AFL Aflac Inc.
+0.38%
+$140.4 
PUK Prudential plc ADR
+0.38%
+$11.79 
DFAI Dimensional International Core Equity Market ETF
+0.38%
+$40,900.16 
CP Canadian Pacific Kansas City Limited
+0.37%
+$22.4 
ACHR Archer Aviation Inc.
+0.37%
+$37.5 
NWG NatWest Group plc Sponsored ADR
+0.37%
+$22.68 
IBIT iShares Bitcoin Trust
+0.37%
+$102 
ESQ Esquire Financial Holdings Inc.
+0.36%
+$63.21 
VO Vanguard Mid-Cap ETF
+0.35%
+$68.32 
MSGS Madison Square Garden Sports Corp.
+0.35%
+$26.79 
VRSN Verisign Inc.
+0.33%
+$23.76 
BITB Bitwise Bitcoin ETF
+0.32%
+$8.96 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.3%
+$15,753.54 
PEN Penumbra Inc.
+0.29%
+$2.82 
ZVRA Zevra Therapeutics, Inc.
+0.29%
+$12.93 
NI NiSource Inc.
+0.29%
+$5.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.29%
+$65,652.47 
SW Smurfit WestRock PLC
+0.27%
+$8.69 
NSC Norfolk Southern Corporation
+0.26%
+$8.55 
FNDF Schwab Fundamental International Large Company Index ETF
+0.26%
+$74.9 
AAPL Apple Inc.
+0.26%
+$5,932.57 
AEG Aegon N.V.
+0.24%
+$2.44 
FE FirstEnergy Corp.
+0.24%
+$2.86 
CARR Carrier Global Corporation
+0.24%
+$1.82 
SUB iShares Short-Term National Muni Bond ETF
+0.24%
+$91 
ATO Atmos Energy Corporation
+0.23%
+$2.25 
AFG American Financial Group Inc.
+0.23%
+$1.65 
FDX FedEx Corporation
+0.21%
+$7.38 
JXN Jackson Financial Inc.
+0.21%
+$6.6 
D Dominion Energy, Inc.
+0.21%
+$5.33 
SO The Southern Company
+0.21%
+$90.65 
EXPD Expeditors International of Washington, Inc.
+0.2%
+$2.77 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$5,116.81 
EQNR Equinor ASA Sponsored ADR
+0.2%
+$3.15 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.19%
+$9,416.52 
TMUS T-Mobile US, Inc.
+0.19%
+$26.1 
ASND Ascendis Pharma A/S
+0.18%
+$1.23 
OVV Ovintiv Inc.
+0.18%
+$3.12 
PYPL PayPal Holdings Inc
+0.18%
+$36.5 
TBBB Bbb Foods Inc.
+0.17%
+$23.84 
RTX RTX Corporation
+0.17%
+$767.56 
AER AerCap Holdings N.V.
+0.16%
+$2.99 
JKHY Jack Henry & Associates, Inc.
+0.15%
+$5.04 
VBK Vanguard Small-Cap Growth ETF
+0.14%
+$590.78 
CZR Caesars Entertainment, Inc.
+0.14%
+$0.32 
BGC BGC Group, Inc.
+0.13%
+$1.8 
COP ConocoPhillips
+0.13%
+$360.19 
CPA Copa Holdings S.A.
+0.12%
+$0.62 
DUK Duke Energy Corporation
+0.12%
+$289.1 
EXC Exelon Corporation
+0.12%
+$4.9 
MSA Msa Safety Inc.
+0.11%
+$17.2 
OGN Organon & Co.
+0.11%
+$0.03 
NMAX Newsmax Inc.
+0.11%
+$17.4 
CHD Church & Dwight Co., Inc.
+0.11%
+$6.49 
DFAU Dimensional US Core Equity Market ETF
+0.1%
+$17,525.15 
AMP Ameriprise Financial, Inc.
+0.1%
+$2.88 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.09%
+$288.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.09%
+$644.94 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.07%
+$19.8 
SRE Sempra
+0.07%
+$0.24 
APA APA Corporation
+0.06%
+$3.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$27.3 
GOOGL Alphabet Inc
+0.05%
+$146.02 
LRN Stride, Inc.
+0.05%
+$0.72 
BP BP p.l.c. Sponsored ADR
+0.04%
+$6.68 
SCHF Schwab International Equity ETF
+0.04%
+$3.81 
UTZ Utz Brands, Inc.
+0.04%
+$9.04 
NRG NRG Energy, Inc.
+0.02%
+$15.1 
AMID Argent Mid Cap ETF
+0.02%
+$0.82 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.02%
+$6.3 
TRV The Travelers Companies, Inc.
+0.01%
+$23.65 
GOOG Alphabet Inc
+0.01%
+$16.83 
GS The Goldman Sachs Group, Inc.
0%
+$0.82 
ALE Allete Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
HOLX Hologic Inc.
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
QRVO Qorvo Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VMEO Vimeo, Inc.
0%
$0 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SILA Sila Realty Trust Inc.
0%
$0 ARIS
ARIS
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 AZN
AZN
0%
$0 UL
UL
0%
$0 
FMC FMC Corporation
-31.21%
-$25.25 
BPOP Popular Inc.
-27.28%
-$1,073.93 
AL Air Lease Corporation
-24.1%
-$7,761.38 
SQFTW Presidio Property Trust Warrant
-17.22%
-$50.39 
CYBR CyberArk Software Ltd
-16.95%
-$207 
AESI Atlas Energy Solutions Inc.
-8.49%
-$688.08 
DELL Dell Technologies Inc.
-8.13%
-$1,444.8 
ACMR Acm Research Inc.
-7.49%
-$558.76 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-7.06%
-$3,330.32 
COHR Coherent Corp.
-6.91%
-$163.85 
TER Teradyne, Inc.
-6.49%
-$280.02 
VRT Vertiv Holdings Co
-6.4%
-$1,055.24 
HPE Hewlett Packard Enterprise Company
-6.37%
-$1,897.44 
STX Seagate Technology Holdings plc
-5.57%
-$517.01 
LITE Lumentum Holdings Inc.
-5.57%
-$2,896.81 
WDC Western Digital Corporation
-5.5%
-$3,705.55 
CLSK CleanSpark, Inc.
-5.47%
-$757.5 
JCI Johnson Controls International plc
-5.17%
-$19,789.87 
AAON Aaon Inc.
-5.08%
-$708.43 
LUCD Lucid Diagnostics Inc.
-5.03%
-$0.68 
MKSI MKS Instruments Inc.
-4.78%
-$44.86 
LRCX Lam Research Corporation
-4.78%
-$2,003.12 
ECG Everus Construction Group, Inc.
-4.78%
-$32.58 
CTVA Corteva Inc.
-4.7%
-$322.56 
TT Trane Technologies plc
-4.66%
-$615.44 
DTM Dt Midstream Inc.
-4.38%
-$108 
LFUS Littelfuse Inc.
-4.3%
-$1,275.39 
INTC Intel Corporation
-4.28%
-$697.2 
WMB The Williams Companies, Inc.
-4.08%
-$3,082.86 
CGNX Cognex Corporation
-4.07%
-$859.77 
TECL Direxion Daily Technology Bull 3x Shares
-4.03%
-$1,998.36 
AMD Advanced Micro Devices, Inc.
-4.01%
-$8,201.78 
CLF Cleveland-Cliffs Inc.
-4.01%
-$151.5 
CSCO Cisco Systems, Inc.
-3.99%
-$18,736.08 
GLW Corning Incorporated
-3.97%
-$844.09 
AMAT Applied Materials, Inc.
-3.96%
-$1,505.35 
ARW Arrow Electronics Inc.
-3.92%
-$149.43 
AZZ Azz Inc.
-3.82%
-$241.96 
MRVL Marvell Technology, Inc.
-3.8%
-$1,322.02 
FN Fabrinet
-3.78%
-$163.46 
JBL Jabil Inc.
-3.67%
-$258.72 
RAL Ralliant Corporation
-3.58%
-$22.5 
AM Antero Midstream Corporation
-3.54%
-$48.51 
SNPS Synopsys, Inc.
-3.33%
-$191.52 
SNDK SanDisk Corporation
-3.3%
-$370.72 
NTAP NetApp, Inc.
-3.28%
-$1,129.95 
SKM SK Telecom Co., Ltd.
-3.25%
-$561 
FAST Fastenal Co.
-3.24%
-$412.82 
EME EMCOR Group, Inc.
-3.23%
-$409.7 
KLAC KLA Corporation
-3.22%
-$690 
KLIC Kulicke & Soffa Industries, Inc.
-3.15%
-$968.24 
WCC Wesco International Inc.
-3%
-$1,191.02 
GEV GE Vernova Inc.
-2.96%
-$1,198.41 
CAT Caterpillar Inc.
-2.91%
-$9,068.79 
HIMS Hims & Hers Health, Inc.
-2.85%
-$395 
VLO Valero Energy Corporation
-2.7%
-$173.74 
MTRN Materion Corporation
-2.67%
-$1,734.82 
VMI Valmont Industries, Inc.
-2.66%
-$1,051.87 
IPGP IPG Photonics Corporation
-2.63%
-$58.2 
HUBB Hubbell Inc.
-2.63%
-$62.23 
ETN Eaton Corporation plc
-2.5%
-$837.22 
SCHW Charles Schwab Corporation
-2.42%
-$750.4 
OSCR Oscar Health, Inc.
-2.37%
-$3,667.5 
RHI Robert Half Inc.
-2.37%
-$6.64 
CRWD CrowdStrike Holdings, Inc.
-2.36%
-$517.88 
DDOG Datadog, Inc. Class A Common Stock
-2.36%
-$457.2 
CDNS Cadence Design Systems, Inc.
-2.32%
-$412.02 
AVGO Broadcom Inc.
-2.3%
-$13,739.62 
GRAL Grail, Inc.
-2.29%
-$32 
EWT iShares MSCI Taiwan ETF
-2.27%
-$120.96 
CEG Constellation Energy Corporation
-2.16%
-$12.06 
TSLA Tesla, Inc.
-2.09%
-$6,466.56 
PLD Prologis Inc.
-2.08%
-$78.88 
NVDA NVIDIA Corporation
-2.08%
-$11,063 
APH Amphenol Corporation
-2.03%
-$5,987.52 
ILMN Illumina, Inc.
-2.03%
-$837.64 
ST Sensata Technologies Holding plc
-1.91%
-$401.13 
SNOW Snowflake Inc.
-1.88%
-$233.1 
ZS Zscaler Inc.
-1.87%
-$351.9 
MTDR Matador Resources Company
-1.85%
-$535.5 
GEL Genesis Energy L.P.
-1.79%
-$89.25 
TXN Texas Instruments Inc
-1.79%
-$412.46 
AUDC Audiocodes Ltd.
-1.78%
-$6.4 
SLB Schlumberger Limited
-1.75%
-$75.65 
PSX Phillips 66
-1.72%
-$465.92 
MSM MSC Industrial Direct Co., Inc.
-1.69%
-$105.28 
ZBRA Zebra Technologies Corporation
-1.69%
-$19.07 
SXI Standex International Corporation
-1.66%
-$757.35 
FTNT Fortinet Inc.
-1.65%
-$369.66 
NOG Northern Oil and Gas Inc.
-1.64%
-$249.83 
PPLI People Incorporated
-1.58%
-$2.56 
PM Philip Morris International Inc.
-1.57%
-$8,514.28 
DINO HF Sinclair Corporation
-1.56%
-$57.71 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
-1.56%
-$142.5 
KMI Kinder Morgan, Inc.
-1.54%
-$425.39 
MPC Marathon Petroleum Corporation
-1.54%
-$856.75 
IEX IDEX Corporation
-1.52%
-$28.96 
FFIV F5 Inc.
-1.48%
-$459.68 
TS Tenaris S.A.
-1.47%
-$29.07 
RIO Rio Tinto Plc Sponsored ADR
-1.47%
-$383.24 
LNC Lincoln National Corporation
-1.44%
-$18.56 
NOV Nov Inc.
-1.39%
-$7.54 
ESI Element Solutions Inc.
-1.38%
-$136.12 
AXON Axon Enterprise, Inc.
-1.38%
-$281 
GWW W.W. Grainger, Inc.
-1.33%
-$141.92 
STM STMicroelectronics N.V.
-1.32%
-$111.6 
AEP American Electric Power Company, Inc.
-1.3%
-$403.44 
PANW Palo Alto Networks, Inc.
-1.29%
-$28.98 
GNRC Generac Holdings Inc.
-1.27%
-$7.53 
DFAE Dimensional Emerging Core Equity Market ETF
-1.23%
-$89,116.7 
J Jacobs Solutions Inc.
-1.2%
-$132.6 
APO Apollo Global Management, Inc.
-1.19%
-$9.45 
MS Morgan Stanley
-1.17%
-$4,649.14 
IEMG iShares Core MSCI Emerging Markets ETF
-1.14%
-$12,410.97 
MPWR Monolithic Power Systems, Inc.
-1.14%
-$28.22 
BABA Alibaba Group Holding Limited SP ADR
-1.12%
-$1,037.5 
OXY Occidental Petroleum Corporation
-1.12%
-$517.5 
STLD Steel Dynamics Inc.
-1.12%
-$81.6 
SUZ Suzano S.A. Sponsored ADR
-1.11%
-$4.46 
BHP BHP Group Ltd.
-1.1%
-$228.16 
MOS Mosaic Company
-1.1%
-$18.69 
AVEM Avantis Emerging Markets Equity ETF
-1.09%
-$230.67 
ADI Analog Devices, Inc.
-1.06%
-$1,694.55 
XOM Exxon Mobil Corporation
-1.04%
-$5,400.13 
ING ING Groep N.V. Sponsored ADR
-0.97%
-$353.6 
DVN Devon Energy Corporation
-0.96%
-$4.32 
ETR Entergy Corporation
-0.95%
-$9.95 
ROK Rockwell Automation, Inc.
-0.94%
-$71.82 
OKE ONEOK, Inc.
-0.92%
-$5.1 
EQIX Equinix, Inc.
-0.91%
-$360.4 
ALB Albemarle Corporation
-0.88%
-$778.5 
TRNO Terreno Realty Corporation
-0.85%
-$177.1 
EVRG Evergy Inc.
-0.85%
-$87.5 
FANG Diamondback Energy Inc
-0.85%
-$187.04 
AME Ametek Inc.
-0.83%
-$569.9 
PBR Petrobras S.A. Sponsored ADR
-0.83%
-$136.31 
POWI Power Integrations Inc.
-0.83%
-$76.22 
DCI Donaldson Company, Inc.
-0.79%
-$9.66 
TWLO Twilio Inc.
-0.76%
-$33.12 
FCX Freeport-McMoRan Inc.
-0.72%
-$4.04 
EQT EQT Corporation
-0.72%
-$45.98 
META Meta Platforms Inc Class A
-0.72%
-$1,746.98 
NJR New Jersey Resources Corporation
-0.71%
-$4.81 
PCG PG&E Corporation
-0.68%
-$1.26 
URI United Rentals, Inc.
-0.68%
-$35.35 
DB Deutsche Bank AG
-0.67%
-$16.72 
FSLR First Solar, Inc.
-0.67%
-$3.6 
KWR Quaker Chemical Corporation
-0.66%
-$131.25 
AMLP Alerian MLP ETF
-0.66%
-$18.29 
CVX Chevron Corporation
-0.62%
-$1,949.93 
AMZN Amazon.com Inc
-0.62%
-$3,718.58 
VOYA Voya Financial Inc.
-0.61%
-$9.95 
EMR Emerson Electric Co.
-0.61%
-$51.94 
PH Parker-Hannifin Corporation
-0.59%
-$153.09 
AGCO AGCO Corporation
-0.59%
-$3.15 
NEU NewMarket Corporation
-0.58%
-$10.34 
RJF Raymond James Financial Inc.
-0.57%
-$8.9 
TTE TotalEnergies SE
-0.56%
-$160.5 
ASML ASML Holding N.V. New York Registry Shares
-0.54%
-$565.76 
QALT SEI DBi Multi-Strategy Alternative ETF
-0.54%
-$1,022.87 
CRUS Cirrus Logic, Inc.
-0.53%
-$14.82 
VUG Vanguard Growth ETF
-0.52%
-$15,134.94 
WBS Webster Financial Corporation
-0.51%
-$32.8 
BWA BorgWarner Inc.
-0.5%
-$8.85 
MU Micron Technology, Inc.
-0.48%
-$922.07 
VST Vistra Corp
-0.48%
-$18.12 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-0.47%
-$1,719 
SPEM SPDR Portfolio Emerging Markets ETF
-0.47%
-$529.44 
SCCO Southern Copper Corporation
-0.46%
-$5.59 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.45%
-$5,520.64 
TEX Terex Corporation
-0.44%
-$4.14 
CW Curtiss-Wright Corporation
-0.43%
-$4.31 
NDSN Nordson Corporation
-0.43%
-$44.8 
DLR Digital Realty Trust, Inc.
-0.42%
-$5.84 
HWM Howmet Aerospace Inc.
-0.42%
-$157.32 
OGE Oge Energy Corp.
-0.42%
-$56.8 
ON ON Semiconductor Corporation
-0.42%
-$7.01 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.41%
-$21.71 
VWO Vanguard FTSE Emerging Markets ETF
-0.39%
-$1,441.87 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.39%
-$99.62 
DAL Delta Air Lines, Inc.
-0.39%
-$33.92 
C Citigroup Inc.
-0.38%
-$969.61 
AEE Ameren Corporation
-0.38%
-$4.4 
WAB Wabtec Corporation
-0.38%
-$70.85 
EOG EOG Resources, Inc.
-0.37%
-$95.45 
JPM JPMorgan Chase & Co.
-0.37%
-$2,308.71 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.36%
-$72.63 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-0.36%
-$14.07 
MGY Magnolia Oil & Gas Corp.
-0.36%
-$24.21 
R Ryder System Inc.
-0.36%
-$10.32 
SHOP Shopify Inc.
-0.35%
-$54.29 
PPL PPL Corporation
-0.34%
-$5.64 
ADM Archer-Daniels-Midland Co
-0.33%
-$25.57 
HOOD Robinhood Markets, Inc.
-0.33%
-$139.92 
CR Crane NXT Co.
-0.32%
-$2.58 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$41,427.32 
PEG Public Service Enterprise Group Incorporated
-0.3%
-$3.57 
EW Edwards Lifesciences Corporation
-0.28%
-$66.48 
IRMD Iridium Corporation
-0.27%
-$63.84 
FRPT Freshpet Inc.
-0.26%
-$1.44 
SNDR Schneider National, Inc.
-0.26%
-$44.96 
BIDU Baidu Inc.
-0.25%
-$69.7 
IDA Idacorp Inc.
-0.24%
-$7.8 
QLYS Qualys, Inc.
-0.24%
-$1.8 
AXS AXIS Capital Holdings Limited
-0.23%
-$33.58 
CMI Cummins Inc.
-0.23%
-$3.69 
SAN Banco Santander S.A. Sponsored ADR
-0.22%
-$96.81 
STVN Stevanato Group S.p.A.
-0.21%
-$2.08 
STT State Street Corp
-0.2%
-$1.62 
LNG Cheniere Energy Inc.
-0.19%
-$18.2 
HCA HCA Healthcare Inc.
-0.18%
-$1.71 
PNW Pinnacle West Capital Corporation
-0.18%
-$11.66 
ARES Ares Management Corporation
-0.18%
-$1.2 
CL Colgate-Palmolive Company
-0.17%
-$40.64 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-0.17%
-$39.24 
PTC PTC Inc.
-0.14%
-$1.4 
NU Nu Holdings Ltd.
-0.13%
-$19.16 
CRBG Corebridge Financial Inc.
-0.13%
-$3.56 
RS Reliance Inc.
-0.12%
-$1.53 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.12%
-$2.25 
LNT Alliant Energy Corporation
-0.12%
-$24.4 
RIVN Rivian Automotive, Inc.
-0.12%
-$7.83 
XPO XPO Inc.
-0.12%
-$4.73 
NFG National Fuel Gas Company
-0.1%
-$10.32 
SMIN iShares MSCI India Small-Cap ETF
-0.1%
-$10.01 
STAG Stag Industrial Inc.
-0.1%
-$7 
PCRX Pacira BioSciences Inc.
-0.1%
-$0.28 
PNC The PNC Financial Services Group, Inc.
-0.09%
-$11 
DTE DTE Energy Company
-0.08%
-$8.5 
TLK Telkom Indonesia Persero Tbk. - ADR
-0.08%
-$1.81 
BCS Barclays PLC Sponsored ADR
-0.07%
-$14.65 
DFUS Dimensional U.S. Equity Market ETF
-0.06%
-$6,774.55 
SPHQ Invesco S&P 500 Quality ETF
-0.06%
-$16.75 
MDU MDU Resources Group, Inc.
-0.05%
-$0.27 
HLNE Hamilton Lane Inc.
-0.04%
-$8.3 
KSA iShares MSCI Saudi Arabia ETF
-0.04%
-$5.66 
IX Orix Corporation Sponsored ADR
-0.04%
-$10.89 
XEL Xcel Energy Inc.
-0.04%
-$1.95 
DOV Dover Corporation
-0.04%
-$10.2 
LPLA LPL Financial Holdings Inc.
-0.03%
-$8.36 
TMHC Taylor Morrison Home Corporation
-0.03%
-$0.16 
AA Alcoa Corporation
-0.03%
-$0.77 
HON Honeywell International Inc.
-0.01%
-$0.62 
MET MetLife Inc.
-0.01%
-$1.08 
WEC WEC Energy Group Inc.
-0.01%
-$4.86 
SPY SPDR S&P 500 ETF Trust
-0.01%
-$1.38 Events
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Dividends
Dividend Analysis
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| Trades 1964 | Longs Won 1200/1964 61% | Profit Factor 10.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,482.07 |
| Average Win $31,075.43 | Best Trade (Oct 15) $5.57M | Sharpe Ratio -12.88 |
| Average Loss -$4,744.98 | Worst Trade (Oct 15) -$845,614.47 | Z-Score 12.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 5d | Expectancy $17,295.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 4 | $513 | $701 | - | $188 | 36.65% | +0.718% |
| AA Alcoa Corporation | 77 | $2,533 | $3,085.39 | - | $552.39 | 21.81% | -0.025% |
| AAL American Airlines Group Inc. | 374 | $4,111.01 | $4,499.22 | - | $388.21 | 9.44% | +2.036% |
| AAON Aaon Inc. | 173 | $16,165 | $13,223.25 | - | -$2,941.75 | -18.2% | -5.085% |
| AAPL Apple Inc. | 6,780 | $1.51M | $2.33M | - | $820,282.98 | 54.29% | +0.255% |
| ABBV AbbVie Inc. | 706 | $149,672.29 | $203,811.61 | - | $54,139.32 | 36.17% | +1.836% |
| ABM ABM Industries Inc. | 73 | $3,457 | $3,746.36 | - | $289.36 | 8.37% | +1.343% |
| ABNB Airbnb, Inc. | 34 | $4,325.33 | $5,856.16 | - | $1,530.83 | 35.39% | +3.101% |
| ABT Abbott Laboratories | 105 | $13,943.2 | $10,997.7 | - | -$2,945.5 | -21.12% | +1.719% |
| ACAD Acadia Pharmaceuticals Inc. | 19 | $405 | $373.92 | - | -$31.08 | -7.67% | +2.234% |
| ACGL Arch Capital Group Ltd | 46 | $4,276.96 | $4,576.54 | - | $299.58 | 7% | +1.936% |
| ACHR Archer Aviation Inc. | 2,500 | $25,855 | $10,212.5 | - | -$15,642.5 | -60.5% | +0.369% |
| ACIW ACI Worldwide, Inc. | 31 | $1,696 | $1,616.96 | - | -$79.04 | -4.66% | +2.134% |
| ACMR Acm Research Inc. | 122 | $3,019.12 | $6,897.88 | - | $3,878.76 | 128.47% | -7.493% |
| ACN Accenture plc Class A | 65 | $20,282.53 | $14,678.95 | - | -$5,603.58 | -27.63% | +5.057% |
| ADBE Adobe Inc. | 17 | $6,520.12 | $4,260.88 | - | -$2,259.24 | -34.65% | +4.138% |
| ADI Analog Devices, Inc. | 395 | $79,660 | $157,715.6 | - | $78,055.6 | 97.99% | -1.063% |
| ADM Archer-Daniels-Midland Co | 93 | $4,775.02 | $7,752.94 | - | $2,977.92 | 62.36% | -0.329% |
| ADP Automatic Data Processing Inc. | 52 | $15,864.04 | $14,998.88 | - | -$865.16 | -5.45% | +2.897% |
| ADSK Autodesk, Inc. | 26 | $7,268.57 | $6,323.46 | - | -$945.11 | -13% | +5.222% |
No Data
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 Binnacle Investments Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $1.18M, Dimensional World ex U.S. Core Equity 2 ETF - $537,453.95, Dimensional International Core Equity Market ETF - $415,268.32, Dimensional Short-Duration Fixed Income ETF - $313,112.65, and Dimensional U.S. Core Equity 2 ETF - $300,104.06. 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: Kenvue Inc - $41,446.59, Berkshire Hathaway Inc - $10,384.27, Sila Realty Trust Inc - $6,147.45, Vertex Pharmaceuticals Incorporated - $4,492.61, and Westlake Corporation - $3,456.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Binnacle Investments Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.96M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $1.18M, Dimensional World ex U.S. Core Equity 2 ETF - $537,453.95, Dimensional International Core Equity Market ETF - $415,268.32, Dimensional Short-Duration Fixed Income ETF - $313,112.65, and Dimensional U.S. Core Equity 2 ETF - $300,104.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Binnacle Investments Inc.'s monthly returns?
Binnacle Investments Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Binnacle Investments Inc.'s strategy be considered aggressive or moderate?
Binnacle Investments Inc.'s strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Binnacle Investments Inc.'s strategy?
Binnacle Investments Inc.'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.
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