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Stephen Nickel Portfolio
Invests via CULLEN INVESTMENT GROUP Ltd. | Managed by Stephen Nickel
Invests via CULLEN INVESTMENT GROUP Ltd.
Managed by Stephen Nickel
Automatically Tracked
Stephen Nickel Profile
Stephen Nickel is a seasoned executive known for his transformative leadership in the financial services sector. With a robust background in strategic growth and operational efficiency, he has significantly influenced organizational trajectories. His experience encompasses various roles, where he demonstrated an ability to navigate complex market environments and drive performance improvements. As a leader, Stephen has been instrumental in shaping business models that align with emerging trends and client needs, making him a prominent figure within the industry. His academic foundation supports his professional journey, adding depth to his expertise and enhancing stakeholder engagement.
Stephen Nickel is a seasoned executive known for his transformative leadership in the financial services sector. With a robust background in strategic growth and operational efficiency, he has significantly influenced organizational trajectories. His experience encompasses various roles, where he demonstrated an ability to navigate complex market environments and drive performance improvements. As a leader, Stephen has been instrumental in shaping business models that align with emerging trends and client needs, making him a prominent figure within the industry. His academic foundation supports his professional journey, adding depth to his expertise and enhancing stakeholder engagement.
Investment Philosophy & Strategy
In today's dynamic financial landscape, Stephen Nickel leverages his extensive leadership experience to identify and capitalize on transformative growth opportunities. His strategic insight is complemented by a keen awareness of operational efficiency, enabling a focused approach to enhancing value creation within organizations. By prioritizing adaptable business models, he navigates evolving client demands while fostering innovation and sustainability in investment strategies. A strong advocate for integrating technology into financial services, his vision encourages alignment with market trends that prioritize customer engagement and long-term success.
In today's dynamic financial landscape, Stephen Nickel leverages his extensive leadership experience to identify and capitalize on transformative growth opportunities. His strategic insight is complemented by a keen awareness of operational efficiency, enabling a focused approach to enhancing value creation within organizations. By prioritizing adaptable business models, he navigates evolving client demands while fostering innovation and sustainability in investment strategies. A strong advocate for integrating technology into financial services, his vision encourages alignment with market trends that prioritize customer engagement and long-term success.
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:
52.36%
Gain +0.89%
Monthly
1.28%
Yearly
16.45%
Drawdown
16.49%
$852.98M
Equity
Holdings
$852.98M
Investment
$586.29M
$290.84M
Profit +$6.96M
Realized
$24.15M
Unrealized
$266.69M
Dividends
$31.05M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.89%
Profit
$6.96M
Win %
71%
This Week
Compared To Last Week
Gain
1.27%
Profit
$10.71M
Win %
71%
This Month
Compared to last month
Gain
1.03%
Profit
$8.72M
Win %
71%
This Year
Compared to last year
Gain
13.3%
Profit
$100.15M
Win %
69%
CNHI CNH Industrial N.V.
+8.46%
+$51,978.17 
GLW Corning Incorporated
+5.35%
+$573,352.48 
BWA BorgWarner Inc.
+5.24%
+$19,361.32 
GEV GE Vernova Inc.
+5.03%
+$49,302 
CRDO Credo Technology Group Holding Ltd.
+4.6%
+$63,534.31 
AVGO Broadcom Inc.
+4.08%
+$870,703.99 
PEG Public Service Enterprise Group Incorporated
+3.97%
+$50,055.53 
AMD Advanced Micro Devices, Inc.
+3.97%
+$361,214.84 
SMG Scotts Miracle-Gro Co.
+2.95%
+$9,187.2 
WEN The Wendy's Company
+2.8%
+$2,880.24 
WSM Williams-Sonoma, Inc.
+2.44%
+$7,292.46 
ETN Eaton Corporation plc
+2.42%
+$541,273.1 
MDLZ Mondelez International, Inc.
+2.17%
+$15,270.48 
CMI Cummins Inc.
+2.11%
+$156,965.25 
CAT Caterpillar Inc.
+2.07%
+$150,772.05 
XYL Xylem Inc.
+2%
+$4,805.75 
ECL Ecolab Inc.
+1.9%
+$24,498.01 
TSCO Tractor Supply Company
+1.88%
+$3,983.09 
LOW Lowe's Companies Inc.
+1.87%
+$72,922.8 
TJX The TJX Companies, Inc.
+1.85%
+$8,829.54 
PG Procter & Gamble Co
+1.83%
+$60,050.4 
ORCL Oracle Corporation
+1.8%
+$11,516.17 
LLY Eli Lilly and Company
+1.77%
+$238,673.54 
KMI Kinder Morgan, Inc.
+1.77%
+$28,838.35 
BLK BlackRock, Inc.
+1.71%
+$60,079.16 
YUM Yum! Brands, Inc.
+1.71%
+$3,250.26 
MRK Merck & Co., Inc.
+1.7%
+$267,192.56 
HD The Home Depot, Inc.
+1.69%
+$41,426.28 
BX Blackstone Inc.
+1.63%
+$9,678.76 
ITW Illinois Tool Works Inc.
+1.57%
+$6,210.88 
AMZN Amazon.com Inc
+1.55%
+$301,875.38 
MSFT Microsoft Corp.
+1.47%
+$658,538.1 
DRI Darden Restaurants, Inc.
+1.4%
+$41,796.43 
KDP Keurig Dr Pepper Inc.
+1.39%
+$6,235.43 
CLF Cleveland-Cliffs Inc.
+1.35%
+$10,241.39 
OKE ONEOK, Inc.
+1.31%
+$17,574.03 
SO The Southern Company
+1.31%
+$49,316.3 
UL Unilever PLC Sponsored American Depositary Receipt
+1.3%
+$86,821.02 
KMB Kimberly-Clark Corporation
+1.27%
+$4,550.81 
ORLY O'Reilly Automotive Inc.
+1.25%
+$16,185.75 
WMT Walmart Inc.
+1.23%
+$368,918.3 
QSR Restaurant Brands International Inc.
+1.23%
+$7,101.02 
SBUX Starbucks Corporation
+1.22%
+$76,852.26 
IRDM Iridium Communications Inc.
+1.22%
+$13,690.95 
LILAK Liberty Latin America Ltd.
+1.2%
+$3,824.2 
TT Trane Technologies plc
+1.16%
+$97,993.18 
NVDA NVIDIA Corporation
+1.12%
+$287,512.02 
FERG Ferguson Enterprises Inc
+1.11%
+$30,697.56 
SJM The J.M. Smucker Company
+1.1%
+$7,582.72 
SHW The Sherwin-Williams Company
+1.05%
+$2,676.65 
COP ConocoPhillips
+1.04%
+$73,705.9 
MKC McCormick & Company, Incorporated
+1.03%
+$20,704.91 
PM Philip Morris International Inc.
+1.02%
+$188,319.68 
RSG Republic Services, Inc.
+1.02%
+$12,620.72 
MSGE Madison Square Garden Entertainment Corp.
+1.01%
+$3,563.99 
BDX Becton, Dickinson and Company
+1.01%
+$56,046.9 
EPD Enterprise Products Partners L.P.
+0.98%
+$92,276.64 
PEP PepsiCo, Inc.
+0.97%
+$46,733.32 
AMRZ Amrize Ltd.
+0.97%
+$23,205.24 
JOE The St. Joe Company
+0.92%
+$3,076.84 
GE General Electric Company
+0.9%
+$12,257.16 
SHEL Shell plc
+0.89%
+$14,923.58 
THO Thor Industries Inc.
+0.86%
+$1,467.4 
O Realty Income Corporation
+0.85%
+$61,092.14 
NXPI NXP Semiconductors N.V.
+0.84%
+$4,950.94 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.82%
+$5,244.46 
TGT Target Corporation
+0.82%
+$5,060.12 
IVV iShares Core S&P 500 ETF
+0.81%
+$8,518.66 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.81%
+$13,506.36 
VOO Vanguard S&P 500 ETF
+0.8%
+$13,350.88 
EMR Emerson Electric Co.
+0.78%
+$2,038.68 
APA APA Corporation
+0.75%
+$3,095.73 
NSRGY Nestle S.A. Sponsored ADR
+0.73%
+$3,318.89 
AON Aon plc
+0.71%
+$14,853.37 
BP BP p.l.c. Sponsored ADR
+0.69%
+$1,632.15 
VEEV Veeva Systems Inc.
+0.68%
+$10,657.4 
IBM International Business Machines Corporation
+0.68%
+$6,246 
COST Costco Wholesale Corporation
+0.67%
+$1,633.23 
FIS Fidelity National Information Services, Inc.
+0.66%
+$3,162.06 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$333,703.69 
KO The Coca-Cola Company
+0.62%
+$6,848.82 
FHN First Horizon Corporation
+0.62%
+$2,818.36 
NFG National Fuel Gas Company
+0.62%
+$12,336.56 
TSLA Tesla, Inc.
+0.61%
+$7,869.1 
MA Mastercard Incorporated
+0.59%
+$20,822.49 
LHX L3Harris Technologies, Inc.
+0.58%
+$6,679.2 
PEO Adams Natural Resources Fund Inc.
+0.57%
+$3,893.57 
AXP American Express Company
+0.56%
+$18,192.35 
OXY Occidental Petroleum Corporation
+0.54%
+$4,247.46 
GOOGL Alphabet Inc
+0.49%
+$25,885.57 
ATO Atmos Energy Corporation
+0.48%
+$1,122.68 
PFE Pfizer Inc.
+0.47%
+$2,092.35 
AMGN Amgen Inc.
+0.46%
+$14,232.05 
JCI Johnson Controls International plc
+0.46%
+$54,958.28 
FANG Diamondback Energy Inc
+0.45%
+$8,720.79 
CVX Chevron Corporation
+0.45%
+$20,479.31 
LMT Lockheed Martin Corporation
+0.45%
+$1,956.24 
DIS The Walt Disney Company
+0.44%
+$11,440.98 
V Visa Inc. Class A
+0.43%
+$50,533.07 
XOM Exxon Mobil Corporation
+0.42%
+$75,300.39 
BAC Bank of America Corporation
+0.42%
+$6,693.3 
BNY BlackRock New York Municipal Income Trust
+0.42%
+$29,529.6 
PGR Progressive Corporation
+0.41%
+$6,492.81 
POOL Pool Corporation
+0.41%
+$6,277.6 
JNJ Johnson & Johnson
+0.37%
+$23,458.92 
HBCP Home Bancorp Inc.
+0.36%
+$5,114.43 
CSX CSX Corporation
+0.36%
+$5,081.98 
MCK McKesson Corporation
+0.36%
+$22,699.31 
APD Air Products and Chemicals, Inc.
+0.35%
+$709.06 
WFC Wells Fargo & Company
+0.34%
+$30,187.92 
DE Deere & Company
+0.31%
+$46,188.07 
ABBV AbbVie Inc.
+0.3%
+$10,161.64 
WY Weyerhaeuser Company
+0.3%
+$1,722.43 
MSI Motorola Solutions, Inc.
+0.27%
+$13,391.94 
GOOG Alphabet Inc
+0.26%
+$103,325.23 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+0.19%
+$579.29 
NATH Nathan's Famous Inc.
+0.19%
+$1,830.84 
ADI Analog Devices, Inc.
+0.19%
+$26,303.6 
NRP Natural Resource Partners L.P.
+0.18%
+$361.8 
CME CME Group Inc.
+0.18%
+$8,853.34 
GD General Dynamics Corporation
+0.17%
+$16,181.42 
BKR Baker Hughes Company
+0.17%
+$426.9 
CP Canadian Pacific Kansas City Limited
+0.13%
+$2,853.62 
AAPL Apple Inc.
+0.11%
+$71,373.14 
SEIC SEI Investments Company
+0.09%
+$303.75 
META Meta Platforms Inc Class A
+0.09%
+$11,258.83 
UNP Union Pacific Corporation
+0.09%
+$7,108.34 
NVS Novartis AG Sponsored ADR
+0.08%
+$5,534.05 
UPS United Parcel Service, Inc.
+0.07%
+$2,009.21 
WDFC WD-40 Company
+0.07%
+$203.21 
BKNG Booking Holdings Inc.
+0.07%
+$4,884.62 
MCD McDonald's Corporation
+0.07%
+$322.83 
NSC Norfolk Southern Corporation
+0.05%
+$149.09 
T AT&T Inc.
+0.04%
+$547.09 
GILD Gilead Sciences Inc.
+0.04%
+$634.55 
WBD Warner Bros. Discovery, Inc.
+0.03%
+$485.06 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
CNRD Conrad Industries Inc.
-5.19%
-$33,577.21 
ICLR ICON plc
-3.4%
-$12,418.69 
AMAT Applied Materials, Inc.
-2.2%
-$212,674.15 
FGBI First Guaranty Bancshares Inc.
-1.78%
-$9,633.41 
SYK Stryker Corporation
-1.47%
-$40,626.6 
HON Honeywell International Inc.
-1.31%
-$2,089.24 
CVS CVS Health Corporation
-1.3%
-$8,270.48 
GBX Greenbrier Companies, Inc.
-1.28%
-$9,907.56 
IIIV I3 Verticals Inc.
-1.26%
-$4,357.96 
GRMN Garmin Ltd.
-1.16%
-$88,500.97 
ET Energy Transfer L.P.
-1.11%
-$15,617 
TRN Trinity Industries Inc.
-1.06%
-$3,445.68 
EBAY eBay Inc.
-0.92%
-$3,905.55 
MPC Marathon Petroleum Corporation
-0.85%
-$36,648.5 
NVO Novo Nordisk A/S Sponsored ADR
-0.84%
-$3,150 
CRM Salesforce Inc
-0.82%
-$10,425.3 
ABT Abbott Laboratories
-0.82%
-$2,535.44 
UNH UnitedHealth Group Incorporated
-0.8%
-$11,965.2 
IQV IQVIA Holdings Inc.
-0.79%
-$42,224.72 
VZ Verizon Communications Inc.
-0.79%
-$19,992.96 
SCHW Charles Schwab Corporation
-0.69%
-$67,649.12 
BA Boeing Company
-0.57%
-$1,962 
CMCSA Comcast Corp
-0.55%
-$35,932.65 
ALL Allstate Corporation
-0.34%
-$4,539.54 
PSX Phillips 66
-0.27%
-$1,197.2 
RJF Raymond James Financial Inc.
-0.26%
-$10,060.26 
COR Cencora, Inc.
-0.26%
-$2,518.29 
MDT Medtronic plc
-0.24%
-$23,648.92 
QCOM QUALCOMM Incorporated
-0.19%
-$3,555.81 
DVN Devon Energy Corporation
-0.19%
-$1,646.82 
EW Edwards Lifesciences Corporation
-0.16%
-$477.12 
WWD Woodward Inc.
-0.13%
-$519.43 
SU Suncor Energy Inc.
-0.12%
-$2,481.07 
HWM Howmet Aerospace Inc.
-0.11%
-$2,288.55 
BSM Black Stone Minerals, L.P.
-0.07%
-$167.21 
FDX FedEx Corporation
-0.06%
-$96.16 
JPM JPMorgan Chase & Co.
-0.04%
-$13,552.8 
TROW T. Rowe Price Group, Inc.
-0.03%
-$284.33 
HAL Halliburton Company
-0.01%
-$65.04 
RTX RTX Corporation
-0.01%
-$186.04 Events
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Dividends
Dividend Analysis
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| Trades 1680 | Longs Won 1087/1680 64% | Profit Factor 8.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.32M |
| Average Win $305,177.4 | Best Trade (Sep 28) $27.81M | Sharpe Ratio -12.35 |
| Average Loss -$68,854.83 | Worst Trade (Oct 06) -$3.96M | Z-Score 0.75 (54.97%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 3d | Expectancy $173,121.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 187,829 | $36.17M | $62.6M | - | $26.43M | 73.06% | +0.114% |
| ABBV AbbVie Inc. | 12,863 | $2.02M | $3.43M | - | $1.41M | 70.05% | +0.297% |
| ABT Abbott Laboratories | 3,092 | $342,137.44 | $306,973.76 | - | -$35,163.68 | -10.28% | -0.819% |
| ADI Analog Devices, Inc. | 33,723 | $7.99M | $14.16M | - | $6.17M | 77.18% | +0.186% |
| ALL Allstate Corporation | 5,973 | $874,212.72 | $1.34M | - | $463,440.63 | 53.01% | -0.338% |
| AMAT Applied Materials, Inc. | 17,797 | $5.04M | $9.44M | - | $4.39M | 87.14% | -2.204% |
| AMD Advanced Micro Devices, Inc. | 14,414 | $2.08M | $9.47M | - | $7.39M | 355.78% | +3.967% |
| AMGN Amgen Inc. | 7,693 | $2.22M | $3.11M | - | $897,695.08 | 40.5% | +0.459% |
| AMRZ Amrize Ltd. | 64,459 | $3.61M | $2.42M | - | -$1.19M | -32.95% | +0.968% |
| AMZN Amazon.com Inc | 77,289 | $13.15M | $19.73M | - | $6.58M | 50.06% | +1.554% |
| AON Aon plc | 7,696 | $2.48M | $2.11M | - | -$375,564.92 | -15.12% | +0.709% |
| APA APA Corporation | 9,381 | $315,582.78 | $414,452.58 | - | $98,869.8 | 31.33% | +0.753% |
| APD Air Products and Chemicals, Inc. | 731 | $195,380.29 | $204,987.02 | - | $9,606.73 | 4.92% | +0.347% |
| ATO Atmos Energy Corporation | 1,487 | $207,329.43 | $236,143.03 | - | $28,813.6 | 13.9% | +0.478% |
| AVGO Broadcom Inc. | 58,911 | $7.24M | $22.23M | - | $14.98M | 206.91% | +4.077% |
| AXP American Express Company | 10,670 | $2M | $3.26M | - | $1.26M | 63.04% | +0.561% |
| BA Boeing Company | 1,800 | $469,143.85 | $344,934 | - | -$124,209.85 | -26.48% | -0.566% |
| BAC Bank of America Corporation | 29,748 | $1.66M | $1.61M | - | -$48,346.69 | -2.91% | +0.417% |
| BATRA Atlanta Braves Holdings, Inc. Series A Common Stock | 5,300 | $226,734 | $306,601.29 | - | $79,867.29 | 35.23% | +0.189% |
| BDX Becton, Dickinson and Company | 30,795 | $4.89M | $5.62M | - | $727,998.59 | 14.88% | +1.007% |
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FAQ
Which stocks have generated the highest profits for Stephen Nickel?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $6.43M, Walmart Inc - $3.74M, JPMorgan Chase & Co - $3.3M, Eaton Corporation plc - $2.93M, and Apple Inc - $2.6M. 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: UnitedHealth Group Incorporated - $1.87M, Fidelity National Information Services, Inc - $953,807.52, Devon Energy Corporation - $946,224.51, DexCom, Inc - $750,306.02, and Pool Corporation - $617,918.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen Nickel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $31.05M earned over time. The largest contributors to dividend income include Enterprise Products Partners L.P - $1.56M, JPMorgan Chase & Co - $1.45M, Verizon Communications Inc - $1.04M, Exxon Mobil Corporation - $902,354.13, and Comcast Corp - $882,247.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen Nickel's monthly returns?
Stephen Nickel'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 Stephen Nickel's strategy be considered aggressive or moderate?
Stephen Nickel'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 Stephen Nickel's strategy?
Stephen Nickel'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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