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:
46.64%
Gain +0.71%
Monthly
0.56%
Yearly
6.94%
Drawdown
15.66%
$117.18M
Equity
Holdings
$117.18M
Investment
$92.57M
$27.03M
Profit +$710,679.71
Realized
$2.42M
Unrealized
$24.61M
Dividends
$10.75M
Goals
Avg. 84% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$710,679.71
Win %
77%
This Week
Compared To Last Week
Gain
1.7%
Profit
$1.96M
Win %
77%
This Month
Compared to last month
Gain
1.28%
Profit
$1.48M
Win %
77%
This Year
Compared to last year
Gain
3.39%
Profit
$3.84M
Win %
76%
INTC Intel Corporation
+3.16%
+$26,034 
AVGO Broadcom Inc.
+2.23%
+$27,381.94 
PSX Phillips 66
+1.68%
+$27,374.83 
FTXL First Trust Nasdaq Semiconductor ETF
+1.67%
+$28,671.37 
MSFT Microsoft Corp.
+1.6%
+$13,979.7 
NOC Northrop Grumman Corporation
+1.52%
+$12,196.36 
ICE Intercontinental Exchange, Inc.
+1.41%
+$4,081.84 
COP ConocoPhillips
+1.39%
+$25,074.99 
GOOG Alphabet Inc
+1.29%
+$8,327.61 
CHRD Chord Energy Corp
+1.28%
+$13,083.13 
PAAS Pan American Silver Corp.
+1.27%
+$3,447.65 
EOG EOG Resources, Inc.
+1.18%
+$3,522.75 
GOOGL Alphabet Inc
+1.17%
+$19,291.8 
TMUS T-Mobile US, Inc.
+1.09%
+$5,329.8 
WRB W.R. Berkley Corporation
+1.03%
+$15,119.68 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.02%
+$9,924.96 
XOM Exxon Mobil Corporation
+0.95%
+$6,031.2 
VDE Vanguard Energy ETF
+0.93%
+$49,261.68 
VIV Telefonica Brasil S.A. ADR
+0.82%
+$13,881.31 
AMZN Amazon.com Inc
+0.8%
+$2,837.34 
PWR Quanta Services Inc.
+0.77%
+$7,536.9 
NLR VanEck Uranium and Nuclear ETF
+0.68%
+$9,935.74 
INTU Intuit Inc.
+0.59%
+$2,000.37 
PYPL PayPal Holdings Inc
+0.53%
+$1,780.2 
HSY The Hershey Company
+0.49%
+$3,628.8 
VGT Vanguard Information Technology ETF
+0.47%
+$2,179.36 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.47%
+$2,696.53 
CME CME Group Inc.
+0.39%
+$1,164.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.35%
+$2,163.16 
NVDA NVIDIA Corporation
+0.34%
+$1,308.95 
VRSK Verisk Analytics Inc.
+0.32%
+$2,011.68 
FLCG Federated Hermes MDT Large Cap Growth ETF
+0.24%
+$5,613.28 
PTNQ Pacer Trendpilot 100 ETF
+0.24%
+$633.01 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.23%
+$579.27 
FTLS First Trust Long/Short Equity ETF
+0.17%
+$6,652.75 
QTUM Defiance Quantum ETF
+0.16%
+$2,696.62 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.15%
+$5,990.69 
LMT Lockheed Martin Corporation
+0.14%
+$594.22 
TPL Texas Pacific Land Corporation
+0.12%
+$2,206.36 
HIGH Simplify Enhanced Income ETF
+0.12%
+$872.75 
FNV Franco-Nevada Corporation
+0.12%
+$524.63 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.09%
+$225.75 
FMKT The Free Markets ETF
+0.09%
+$1,286.16 
HECA Hedgeye Capital Allocation ETF
+0.07%
+$1,089.36 
KO The Coca-Cola Company
+0.06%
+$236.34 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$181.12 
VIK Viking Holdings Ltd
+0.03%
+$114.65 
BALT Inn Defined Wealth Shield Mutual Fund
0%
$0 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
LENS
0%
$0 
AAPL Apple Inc.
-2.48%
-$78,651.62 
LLY Eli Lilly and Company
-2.33%
-$6,128.04 
MRK Merck & Co., Inc.
-2.17%
-$7,476.84 
NVS Novartis AG Sponsored ADR
-2.1%
-$14,049.6 
BDX Becton, Dickinson and Company
-1.71%
-$5,364.9 
WMT Walmart Inc.
-1.71%
-$15,947.1 
PEP PepsiCo, Inc.
-1.61%
-$2,873 
JNJ Johnson & Johnson
-1.55%
-$3,842.58 
CCL Carnival Corporation Ltd.
-1.5%
-$3,993.45 
DGX Quest Diagnostics Inc.
-1.3%
-$8,387.14 
TKO Tko Group Holdings Inc.
-1.28%
-$4,936.71 
IBB iShares Biotechnology ETF
-1.06%
-$17,582.89 
FIW First Trust Water ETF
-0.97%
-$10,753.61 
PSA Public Storage Common Stock
-0.89%
-$4,399.2 
COST Costco Wholesale Corporation
-0.88%
-$6,917.56 
TRV The Travelers Companies, Inc.
-0.81%
-$4,356.99 
HLI Houlihan Lokey Inc.
-0.67%
-$4,317.42 
WPM Wheaton Precious Metals Corp.
-0.66%
-$1,863.69 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.62%
-$14,756.31 
ABBV AbbVie Inc.
-0.58%
-$11,547.5 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
-0.58%
-$26,285.92 
ATAT Atour Lifestyle Holdings Limited American Depositary Receipt
-0.53%
-$2,265.25 
DFAS Dimensional U.S. Small Cap ETF
-0.52%
-$2,881.07 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.51%
-$2,185.18 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.49%
-$14,374.76 
BTI British American Tobacco p.l.c. ADR
-0.46%
-$1,953.15 
SMOT VanEck Morningstar SMID Moat ETF
-0.45%
-$1,713.01 
PKW Invesco BuyBack Achievers ETF
-0.42%
-$9,809.33 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.39%
-$1,181.62 
MCD McDonald's Corporation
-0.38%
-$4,633.91 
AVUV Avantis U.S. Small Cap Value ETF
-0.37%
-$12,132.5 
AVDV Avantis International Small Cap Value ETF
-0.36%
-$17,351.89 
AVMV Avantis U.S. Mid Cap Value ETF
-0.34%
-$1,170.4 
AVLV Avantis U.S. Large Cap Value ETF
-0.33%
-$1,999.8 
RDVY First Trust Rising Dividend Achievers ETF
-0.33%
-$13,814.58 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.29%
-$6,572.8 
JEPI JPMorgan Equity Premium Income Fund
-0.29%
-$1,332.05 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.29%
-$891.81 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.27%
-$6,046.7 
IAU iShares Gold Trust
-0.23%
-$1,370.6 
COWZ Pacer US Cash Cows 100 ETF
-0.23%
-$6,090 
SETM Sprott Critical Materials ETF
-0.23%
-$2,370.36 
BWXT Bwx Technologies Inc.
-0.22%
-$645.64 
CALM Cal-Maine Foods Inc.
-0.19%
-$871.03 
URNM Sprott Uranium Miners ETF
-0.17%
-$5,043.57 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.1%
-$2,296.11 
MO Altria Group, Inc.
-0.08%
-$808.08 
KBWP Invesco KBW Property & Casualty Fund
-0.08%
-$476.91 
FEGE First Eagle Global Equity ETF
-0.06%
-$410.49 
PSTP Innovator Power Buffer Step-Up Strategy ETF
-0.05%
-$109.54 
BUFF Innovator Laddered Allocation Fund
-0.02%
-$64.6 Events
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Dividends
Dividend Analysis
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| Trades 1329 | Longs Won 750/1329 56% | Profit Factor 2.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $150,018.7 |
| Average Win $69,032.63 | Best Trade (Jul 22) $1.85M | Sharpe Ratio -9.61 |
| Average Loss -$42,738.53 | Worst Trade (Jun 30) -$983,904.48 | Z-Score -5.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $20,337.74 |
| 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 | 2,740 | 2,466 | 2,192 | 1,918 | 1,644 | 1,370 | 1,096 | 822 | 548 | 274 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Loyd Stegent?
The largest contributions to the portfolio's profits come from the following stocks: Texas Pacific Land Corporation - $3.05M, U.S. Global GO GOLD and Precious Metal Miners ETF - $1.99M, Avantis International Small Cap Value ETF - $1.62M, ProShares Bitcoin ETF - $1.11M, and Energy Select Sector SPDR Fund - $1.05M. 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: ProShares UltraShort QQQ - $1.9M, Pacer Industrial Real Estate ETF - $1.31M, Novo Nordisk A/S Sponsored ADR - $998,483.82, ATAC Credit Rotation ETF - $729,105.05, and Invesco WilderHill Clean Energy ETF - $626,974.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Loyd Stegent's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.75M earned over time. The largest contributors to dividend income include ProShares Bitcoin ETF - $1.06M, Quadratic Deflation ETF - $795,642.86, US Treasury 3 Month Bill ETF - $659,645.93, JPMorgan Equity Premium Income Fund - $511,982.51, and Avantis International Small Cap Value ETF - $406,899.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Loyd Stegent's monthly returns?
Loyd Stegent's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Loyd Stegent's strategy be considered aggressive or moderate?
Loyd Stegent's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Loyd Stegent's strategy?
Loyd Stegent'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.
