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Craig Sneed Portfolio
Invests via Steel Grove Capital Advisors LLC | Managed by Craig Sneed
Invests via Steel Grove Capital Advisors LLC
Managed by Craig Sneed
Automatically Tracked
Craig Sneed Profile
With a rich history in corporate leadership and operational excellence, Craig Sneed has forged a distinguished career across various sectors. His expertise lies in navigating complex business environments, consistently driving growth and enhancing organizational performance. Known for his strategic vision, he has played pivotal roles in scaling enterprises, focusing on innovation and efficiency. His contributions extend into investment circles where his insights into market dynamics facilitate informed decision-making. Recognized as an influential figure within the industry, Sneed’s leadership fosters not only business expansion but also collaborative partnerships that enhance competitive positioning.
With a rich history in corporate leadership and operational excellence, Craig Sneed has forged a distinguished career across various sectors. His expertise lies in navigating complex business environments, consistently driving growth and enhancing organizational performance. Known for his strategic vision, he has played pivotal roles in scaling enterprises, focusing on innovation and efficiency. His contributions extend into investment circles where his insights into market dynamics facilitate informed decision-making. Recognized as an influential figure within the industry, Sneed’s leadership fosters not only business expansion but also collaborative partnerships that enhance competitive positioning.
Investment Philosophy & Strategy
Growth potential often flourishes at the intersection of innovation and operational insight. Craig Sneed's seasoned background equips him to identify unique investment avenues where agility meets scalability. With an eye for transformational opportunities, he emphasizes strategic engagements that drive both immediate results and sustainable advancement. His experience in corporate leadership complements a robust approach toward fostering partnerships that can harness synergies across diverse sectors. Leveraging his extensive market understanding, he actively seeks ventures poised for dynamic expansion while remaining adaptable to changing landscapes.
Growth potential often flourishes at the intersection of innovation and operational insight. Craig Sneed's seasoned background equips him to identify unique investment avenues where agility meets scalability. With an eye for transformational opportunities, he emphasizes strategic engagements that drive both immediate results and sustainable advancement. His experience in corporate leadership complements a robust approach toward fostering partnerships that can harness synergies across diverse sectors. Leveraging his extensive market understanding, he actively seeks ventures poised for dynamic expansion while remaining adaptable to changing 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:
27.86%
Gain +0.08%
Monthly
0.34%
Yearly
4.11%
Drawdown
15.27%
$713.32M
Equity
Holdings
$713.32M
Investment
$262.96M
$450.35M
Profit +$582,487.14
Realized
-$0
Unrealized
$450.35M
Dividends
$163.5M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.08%
Profit
$582,487.14
Win %
81%
This Week
Compared To Last Week
Gain
0.61%
Profit
$4.29M
Win %
81%
This Month
Compared to last month
Gain
2.66%
Profit
$18.51M
Win %
81%
This Year
Compared to last year
Gain
5.88%
Profit
$39.62M
Win %
81%
UNH UnitedHealth Group Incorporated
+4.73%
+$3.07M 
MRK Merck & Co., Inc.
+3.8%
+$614,993.09 
LLY Eli Lilly and Company
+3.62%
+$198,903.21 
TGT Target Corporation
+2.18%
+$18,426 
ABT Abbott Laboratories
+0.35%
+$121,307.5 
ADP Automatic Data Processing Inc.
0%
-$1.47 
AIG American International Group Inc.
0%
$0 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
FMCC Freddie Mac
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIW Highwoods Properties, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
INTC Intel Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
MDT Medtronic plc
0%
+$0.31 
MET MetLife Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
WMT Walmart Inc.
0%
$0 
XRX Xerox Holdings Corporation
0%
$0 
MXIM Maxim Integrated Products Inc
0%
$0 
GSLAX Goldman Sachs Large Cap Value Fund Class A
0%
$0 
GSSQX Goldman Sachs U.S. Equity Insights Fund Class A
0%
$0 
GSIFX Goldman Sachs International Equity ESG Fund Class A
0%
$0 
GSCGX Goldman Sachs Large Cap Equity Fund Class A
0%
$0 
NPKI NPK International Inc.
0%
$0 
UTX United Technologies Corp
0%
$0 
VIAB Viacom Inc
0%
$0 ONE
ONE
0%
$0 0019
001957109
0%
$0 NT
NT
0%
$0 CBSS
CBSS
0%
$0 MCWE
MCWEQ
0%
$0 AWE
AWE
0%
$0 EP
EP
0%
$0 KRB
KRB
0%
$0 0018
00184A105
0%
$0 NXTL
NXTL
0%
$0 SDS
SDS
0%
$0 EMC
EMC
0%
$0 SWY
SWY
0%
$0 LU
LU
0%
$0 G392
G3921A100
0%
$0 AGY
AGY
0%
$0 6748
67481E106
0%
$0 CCE
CCE
0%
$0 2470
247025109
0%
$0 0326
032654AD7
0%
$0 G
G
0%
$0 1845
184502AB8
0%
$0 2193
219350AJ4
0%
$0 4606
460690AF7
0%
$0 DDR
DDR
0%
$0 PSTI
PSTI
0%
$0 UPC
UPC
0%
$0 9694
969455104
0%
$0 APPT
APPTY
0%
$0 4503
45031T104
0%
$0 5907
590787107
0%
$0 7665
766574206
0%
$0 TCSM
TCSMQ
0%
$0 9046
90467L100
0%
$0 2517
25179MAA1
0%
$0 5915
59156R207
0%
$0 2240
224044AX5
0%
$0 LUMN
LUMN
0%
$0 7181
718154107
0%
$0 5592
559222AG9
0%
$0 0325
032511AP2
0%
$0 0081
008190AF7
0%
$0 6827
68273FAA1
0%
$0 EDSP
EDSPRI
0%
$0 0234
02342R202
0%
$0 U883
U88356AF4
0%
$0 3814
38143M109
0%
$0 3814
38142Y823
0%
$0 3814
38142Y609
0%
$0 8669
866930AH3
0%
$0 UL
UL
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 94 | Longs Won 34/94 36% | Profit Factor 21.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.92M |
| Average Win $13.89M | Best Trade (Oct 15) $89.58M | Sharpe Ratio 0 |
| Average Loss -$363,175.4 | Worst Trade (Oct 15) -$8.14M | Z-Score -2.23 (100%) |
| Commissions $0 | Avg. Trade Length 24y 9m 3w 3d | Expectancy $4.79M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 2.52% |
| Consecutive Losing Trades | 1,965 | 1,768 | 1,572 | 1,375 | 1,179 | 982 | 786 | 589 | 393 | 196 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0018 00184A105 | 20,538 | $659,000 | $659,000 | - | - | - | 0.0 |
| 0019 001957109 | 43,453 | $788,000 | $788,000 | - | - | - | 0.0 |
| 0081 008190AF7 | 30,000 | $42,000 | $42,000 | - | - | - | 0.0 |
| 0234 02342R202 | 7,800 | $234,000 | $234,000 | - | - | - | 0.0 |
| 0325 032511AP2 | 160,000 | $114,000 | $114,000 | - | - | - | 0.0 |
| 0326 032654AD7 | 218,000 | $205,999.99 | $205,999.99 | - | - | - | 0.0 |
| 1845 184502AB8 | 190,000 | $193,999.99 | $193,999.99 | - | - | - | 0.0 |
| 2193 219350AJ4 | 760,000 | $393,000.03 | $393,000.03 | - | - | - | 0.0 |
| 2240 224044AX5 | 1.48M | $635,000.07 | $635,000.07 | - | - | - | 0.0 |
| 2470 247025109 | 153,880 | $4.18M | $4.18M | - | - | - | 0.0 |
| 2517 25179MAA1 | 841,000 | $837,999.98 | $837,999.98 | - | - | - | 0.0 |
| 3814 38142Y609 | 16,188 | $151,000 | $151,000 | - | - | - | 0.0 |
| 3814 38142Y823 | 42,673 | $338,000 | $338,000 | - | - | - | 0.0 |
| 3814 38143M109 | 26,748 | $186,000 | $186,000 | - | - | - | 0.0 |
| 4503 45031T104 | 203,450 | $176,999.99 | $176,999.99 | - | - | - | 0.0 |
| 4606 460690AF7 | 213,000 | $199,999.99 | $199,999.99 | - | - | - | 0.0 |
| 5592 559222AG9 | 35,000 | $36,000 | $36,000 | - | - | - | 0.0 |
| 5907 590787107 | 100,000 | $14,000 | $14,000 | - | - | - | 0.0 |
| 5915 59156R207 | 7,400 | $734,000 | $734,000 | - | - | - | 0.0 |
| 6748 67481E106 | 27,300 | $524,000 | $524,000 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Craig Sneed?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $22.7M, General Electric Company - $12.66M, UnitedHealth Group Incorporated - $11.53M, The Home Depot, Inc - $11.42M, and Abbott Laboratories - $8.26M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Craig Sneed's portfolio generate?
The portfolio generates substantial dividend income, with a total of $163.5M earned over time. The largest contributors to dividend income include Citigroup Inc - $22.7M, General Electric Company - $12.66M, UnitedHealth Group Incorporated - $11.53M, The Home Depot, Inc - $11.42M, and Abbott Laboratories - $8.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig Sneed's monthly returns?
Craig Sneed'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 Craig Sneed's strategy be considered aggressive or moderate?
Craig Sneed's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Craig Sneed's strategy?
Craig Sneed's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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