LS
Loyd Stegent Portfolio
Invests via Stegent Equity Advisors Inc. | Managed by Loyd J. Stegent, Audrey E. Petrash
Invests via Stegent Equity Advisors Inc.
Managed by Loyd J. Stegent, Audrey E. Petrash
Automatically Tracked
Loyd Stegent Profile
Loyd Stegent is a seasoned entrepreneur and business leader with extensive experience in technology commercialization. His career showcases a commitment to transforming innovative concepts into viable market solutions, leveraging deep sector knowledge within the tech industry. Over the years, he has successfully founded and scaled multiple startups that address critical needs in software development and digital transformation services. Known for his ability to navigate complex challenges, Loyd plays an influential role in shaping strategies that drive sustainable growth and foster operational excellence among his ventures. He is well-regarded for his insights into market dynamics and evolving consumer trends.
Loyd Stegent is a seasoned entrepreneur and business leader with extensive experience in technology commercialization. His career showcases a commitment to transforming innovative concepts into viable market solutions, leveraging deep sector knowledge within the tech industry. Over the years, he has successfully founded and scaled multiple startups that address critical needs in software development and digital transformation services. Known for his ability to navigate complex challenges, Loyd plays an influential role in shaping strategies that drive sustainable growth and foster operational excellence among his ventures. He is well-regarded for his insights into market dynamics and evolving consumer trends.
Investment Philosophy & Strategy
Through a lens of innovation, Loyd Stegent adeptly identifies gaps within the technology landscape that invite entrepreneurial opportunities. His strategies prioritize market-driven solutions that harness cutting-edge advancements in software and digital transformation. With an emphasis on scalability, his ventures are not just products but platforms aimed at enduring relevance and growth potential. Each initiative reflects his robust understanding of consumer behavior alongside competitive trends, which positions him advantageously against industry peers. The proactive approach he employs fosters operational efficiencies while propelling startups toward achieving substantial impact in their respective sectors.
Through a lens of innovation, Loyd Stegent adeptly identifies gaps within the technology landscape that invite entrepreneurial opportunities. His strategies prioritize market-driven solutions that harness cutting-edge advancements in software and digital transformation. With an emphasis on scalability, his ventures are not just products but platforms aimed at enduring relevance and growth potential. Each initiative reflects his robust understanding of consumer behavior alongside competitive trends, which positions him advantageously against industry peers. The proactive approach he employs fosters operational efficiencies while propelling startups toward achieving substantial impact in their respective sectors.
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:
36.85%
Gain +0.43%
Monthly
0.34%
Yearly
4.11%
Drawdown
15.35%
$135.08M
Equity
Holdings
$135.08M
Investment
$106.96M
$26.83M
Profit +$643,592.3
Realized
-$1.29M
Unrealized
$28.12M
Dividends
$10.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.43%
Profit
$643,592.3
Win %
70%
This Week
Compared To Last Week
Gain
-1.86%
Profit
-$2.56M
Win %
70%
This Month
Compared to last month
Gain
-2.26%
Profit
-$3.13M
Win %
70%
This Year
Compared to last year
Gain
6.64%
Profit
$8.41M
Win %
70%
TPL Texas Pacific Land Corporation
+4.91%
+$77,010.45 
INTC Intel Corporation
+3.58%
+$25,814.59 
WPM Wheaton Precious Metals Corp.
+2.98%
+$9,075.36 
PWR Quanta Services Inc.
+2.83%
+$30,066.11 
SETM Sprott Critical Materials ETF
+2.66%
+$17,988.51 
HLI Houlihan Lokey Inc.
+2.58%
+$28,458.5 
COP ConocoPhillips
+2.55%
+$46,187.4 
PAAS Pan American Silver Corp.
+2.34%
+$12,101.2 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+2.18%
+$64,227.5 
PSX Phillips 66
+1.99%
+$28,957.35 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
+1.79%
+$85,067.32 
AXP American Express Company
+1.79%
+$7,886.35 
V Visa Inc. Class A
+1.74%
+$6,121.66 
CME CME Group Inc.
+1.71%
+$6,245.13 
CCL Carnival Corporation Ltd.
+1.6%
+$4,515.3 
JKHY Jack Henry & Associates, Inc.
+1.59%
+$4,266 
FTXL First Trust Nasdaq Semiconductor ETF
+1.45%
+$29,028.18 
BTI British American Tobacco p.l.c. ADR
+1.35%
+$5,358.48 
TMUS T-Mobile US, Inc.
+1.33%
+$6,259.49 
FMKT The Free Markets ETF
+1.33%
+$15,072.39 
VIV Telefonica Brasil S.A. ADR
+1.29%
+$26,184.59 
XOM Exxon Mobil Corporation
+1.24%
+$8,392.51 
GOOGL Alphabet Inc
+1.21%
+$20,617.31 
AVUV Avantis U.S. Small Cap Value ETF
+1.2%
+$43,994.48 
DFAS Dimensional U.S. Small Cap ETF
+1.05%
+$5,660.47 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.05%
+$3,115.18 
HSY The Hershey Company
+1.03%
+$9,391.14 
CEG Constellation Energy Corporation
+1.02%
+$1,452.21 
GOOG Alphabet Inc
+1%
+$7,404.8 
BLOK Amplify Transformational Data Sharing ETF
+1%
+$4,027.59 
ICE Intercontinental Exchange, Inc.
+0.98%
+$2,736.32 
SPGI S&P Global Inc.
+0.82%
+$2,315.39 
AVDV Avantis International Small Cap Value ETF
+0.77%
+$49,080.33 
MCD McDonald's Corporation
+0.77%
+$12,227.68 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.75%
+$1,799.49 
RDVY First Trust Rising Dividend Achievers ETF
+0.73%
+$34,650.3 
AVLV Avantis U.S. Large Cap Value ETF
+0.73%
+$5,777.64 
QTUM Defiance Quantum ETF
+0.71%
+$12,292.62 
EMLP First Trust North American Energy Infrastructure Fund
+0.71%
+$6,097.26 
FIW First Trust Water ETF
+0.64%
+$24,314.4 
COWZ Pacer US Cash Cows 100 ETF
+0.63%
+$2,050.8 
KBWP Invesco KBW Property & Casualty Fund
+0.63%
+$3,850.6 
NLR VanEck Uranium and Nuclear ETF
+0.63%
+$5,546.48 
SMOT VanEck Morningstar SMID Moat ETF
+0.6%
+$15,147.34 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.59%
+$4,553.25 
AVMV Avantis U.S. Mid Cap Value ETF
+0.58%
+$2,000.32 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.57%
+$17,020.68 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.54%
+$13,554.87 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.53%
+$1,618.47 
UNH UnitedHealth Group Incorporated
+0.49%
+$1,952.28 
PKW Invesco BuyBack Achievers ETF
+0.44%
+$8,574.47 
MO Altria Group, Inc.
+0.42%
+$9,656.1 
AZO AutoZone Inc.
+0.37%
+$1,099.98 
FEGE First Eagle Global Equity ETF
+0.36%
+$2,375.82 
HD The Home Depot, Inc.
+0.36%
+$1,070.25 
SLV iShares Silver Trust
+0.36%
+$799.7 
VGT Vanguard Information Technology ETF
+0.3%
+$3,004.4 
IBB iShares Biotechnology ETF
+0.29%
+$4,422.5 
JEPI JPMorgan Equity Premium Income Fund
+0.29%
+$1,306.88 
MBSF Regan Floating Rate MBS ETF
+0.27%
+$612.15 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$1,605.67 
HIGH Simplify Enhanced Income ETF
+0.23%
+$4,199.55 
ATAT Atour Lifestyle Holdings Limited American Depositary Receipt
+0.2%
+$852.09 
IAU iShares Gold Trust
+0.15%
+$939.84 
PTNQ Pacer Trendpilot 100 ETF
+0.15%
+$415.93 
VRSK Verisk Analytics Inc.
+0.14%
+$562 
DHR Danaher Corporation
+0.13%
+$552.74 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.12%
+$278.16 
FTLS First Trust Long/Short Equity ETF
+0.11%
+$4,104.48 
BITB Bitwise Bitcoin ETF
+0.1%
+$180.67 
CL Colgate-Palmolive Company
+0.09%
+$261.84 
TRV The Travelers Companies, Inc.
+0.08%
+$566.77 
ABBV AbbVie Inc.
+0.08%
+$1,857.93 
META Meta Platforms Inc Class A
+0.07%
+$258.96 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.07%
+$1,945.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$1,379.55 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.06%
+$2,980.67 
BALT Inn Defined Wealth Shield Mutual Fund
0%
+$3.78 
LENS
0%
$0 
CTAS Cintas Corporation
-2.47%
-$9,295.66 
INTU Intuit Inc.
-2.33%
-$4,694.76 
TKO Tko Group Holdings Inc.
-2.17%
-$19,042.56 
AMZN Amazon.com Inc
-2.12%
-$12,688.11 
SOFI SoFi Technologies, Inc.
-1.98%
-$3,824.37 
LOPE Grand Canyon Education Inc.
-1.72%
-$4,833.72 
AVGO Broadcom Inc.
-1.6%
-$36,617.81 
CALM Cal-Maine Foods Inc.
-1.43%
-$5,787.78 
AAPL Apple Inc.
-1.37%
-$33,771.08 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.37%
-$30,612.54 
ETHA iShares Ethereum Trust
-1.34%
-$5,911.24 
BDX Becton, Dickinson and Company
-1.3%
-$3,593.28 
LLY Eli Lilly and Company
-1.24%
-$5,461.37 
GMAB Genmab A/S Sponsored ADR
-1.09%
-$1,995.12 
LMT Lockheed Martin Corporation
-1.03%
-$5,294.04 
WRB-PH W.R. Berkley Corporation 4.125%
-0.78%
-$2,721.36 
MSFT Microsoft Corp.
-0.77%
-$8,329.86 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.71%
-$15,834.78 
COIN Coinbase Global, Inc.
-0.66%
-$2,961.64 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.6%
-$11,815.17 
NOC Northrop Grumman Corporation
-0.58%
-$4,961.31 
FLCG Federated Hermes MDT Large Cap Growth ETF
-0.47%
-$26,823.99 
VIK Viking Holdings Ltd
-0.45%
-$2,042.21 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
-0.42%
-$1,421.2 
AKRE Akre Focus ETF
-0.42%
-$868.94 
WMT Walmart Inc.
-0.41%
-$2,603 
KO The Coca-Cola Company
-0.37%
-$1,623.52 
NVS Novartis AG Sponsored ADR
-0.33%
-$1,354.56 
HECA Hedgeye Capital Allocation ETF
-0.22%
-$3,067.98 
PYPL PayPal Holdings Inc
-0.13%
-$325.21 
FRDM Freedom 100 Emerging Markets ETF
-0.06%
-$455.28 
NVDA NVIDIA Corporation
-0.03%
-$107.17 
URNM Sprott Uranium Miners ETF
-0.03%
-$965.36 
FNV Franco-Nevada Corporation
-0.02%
-$127 
CHD Church & Dwight Co., Inc.
-0.02%
-$134.52 
MNST Monster Beverage Corporation
-0.01%
-$33.9 
BTGD Stacked Bitcoin & Gold ETF
-0.01%
-$25.73 Events
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Dividends
Dividend Analysis
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| Trades 1241 | Longs Won 669/1241 53% | Profit Factor 2.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,709.17 |
| Average Win $77,489.25 | Best Trade (Jun 12) $2.41M | Sharpe Ratio -9.35 |
| Average Loss -$43,717.63 | Worst Trade (Jun 30) -$983,904.48 | Z-Score -5.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $21,622.74 |
| 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 | 3,086 | 2,778 | 2,469 | 2,160 | 1,852 | 1,543 | 1,235 | 926 | 617 | 309 |
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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