SN
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:
54.49%
Gain +1.56%
Monthly
1.39%
Yearly
18.06%
Drawdown
16.49%
$863.75M
Equity
Holdings
$863.75M
Investment
$586.29M
$301.66M
Profit +$12.19M
Realized
$24.19M
Unrealized
$277.46M
Dividends
$29.48M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.56%
Profit
$12.19M
Win %
76%
This Week
Compared To Last Week
Gain
0.97%
Profit
$8.27M
Win %
76%
This Month
Compared to last month
Gain
2.73%
Profit
$22.94M
Win %
76%
This Year
Compared to last year
Gain
14.74%
Profit
$110.96M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$2.79M 
ETN Eaton Corporation plc
+7.32%
+$1.46M 
GOOG Alphabet Inc
+6.88%
+$2.66M 
GOOGL Alphabet Inc
+6.73%
+$344,150.52 
WY Weyerhaeuser Company
+6.51%
+$47,915.04 
CNRD Conrad Industries Inc.
+5.21%
+$32,391.63 
FERG Ferguson Enterprises Inc
+3.52%
+$98,652.66 
TT Trane Technologies plc
+3.33%
+$262,329.12 
META Meta Platforms Inc Class A
+3.28%
+$313,483.92 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$40,259.98 
MSFT Microsoft Corp.
+3.02%
+$1.17M 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$38,432.78 
NVDA NVIDIA Corporation
+2.93%
+$614,864.97 
APA APA Corporation
+2.73%
+$9,287.19 
CVX Chevron Corporation
+2.35%
+$99,534.92 
ORLY O'Reilly Automotive Inc.
+2.28%
+$30,675.85 
BP BP p.l.c. Sponsored ADR
+2.26%
+$5,265 
GLW Corning Incorporated
+2.24%
+$203,664.48 
DVN Devon Energy Corporation
+2.17%
+$17,566.08 
OXY Occidental Petroleum Corporation
+2%
+$15,102.08 
OKE ONEOK, Inc.
+1.95%
+$26,247.9 
JCI Johnson Controls International plc
+1.93%
+$212,202.96 
HAL Halliburton Company
+1.93%
+$7,934.88 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$3,253.2 
LHX L3Harris Technologies, Inc.
+1.9%
+$24,974.44 
TSCO Tractor Supply Company
+1.85%
+$3,780.56 
CRM Salesforce Inc
+1.83%
+$18,257.93 
ORCL Oracle Corporation
+1.81%
+$10,351.11 
HWM Howmet Aerospace Inc.
+1.8%
+$46,518.27 
KMI Kinder Morgan, Inc.
+1.64%
+$27,019.72 
SHEL Shell plc
+1.62%
+$25,508.91 
FANG Diamondback Energy Inc
+1.59%
+$33,412.26 
VZ Verizon Communications Inc.
+1.52%
+$38,875.2 
LMT Lockheed Martin Corporation
+1.5%
+$7,404.54 
GE General Electric Company
+1.42%
+$22,338.22 
WWD Woodward Inc.
+1.25%
+$5,368.47 
CMCSA Comcast Corp
+1.23%
+$88,309.06 
COP ConocoPhillips
+1.22%
+$80,054.56 
WFC Wells Fargo & Company
+1.19%
+$109,970.28 
AMAT Applied Materials, Inc.
+1.18%
+$105,002.66 
ITW Illinois Tool Works Inc.
+1.15%
+$4,852.25 
MSI Motorola Solutions, Inc.
+1.14%
+$54,116.5 
VEEV Veeva Systems Inc.
+1.1%
+$12,258.84 
BSM Black Stone Minerals, L.P.
+1.01%
+$2,508.15 
LILAK Liberty Latin America Ltd.
+1%
+$2,913.68 
BKR Baker Hughes Company
+0.98%
+$2,518.71 
UNP Union Pacific Corporation
+0.92%
+$80,762.46 
SCHW Charles Schwab Corporation
+0.87%
+$90,530.44 
IBM International Business Machines Corporation
+0.86%
+$7,953.16 
GEV GE Vernova Inc.
+0.85%
+$8,226.9 
CP Canadian Pacific Kansas City Limited
+0.83%
+$18,937.66 
SU Suncor Energy Inc.
+0.82%
+$16,053.95 
MCD McDonald's Corporation
+0.82%
+$4,177.82 
EMR Emerson Electric Co.
+0.79%
+$1,909.26 
TSLA Tesla, Inc.
+0.76%
+$8,005.05 
MPC Marathon Petroleum Corporation
+0.76%
+$23,673.08 
FHN First Horizon Corporation
+0.75%
+$3,693.03 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,323.89 
CAT Caterpillar Inc.
+0.7%
+$48,710.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,912 
HBCP Home Bancorp Inc.
+0.68%
+$10,144.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$10,841.84 
ET Energy Transfer L.P.
+0.59%
+$8,148 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,622.12 
RJF Raymond James Financial Inc.
+0.58%
+$24,192.53 
PSX Phillips 66
+0.51%
+$1,771.17 
HON Honeywell International Inc.
+0.47%
+$847.59 
NSC Norfolk Southern Corporation
+0.46%
+$1,540.72 
EBAY eBay Inc.
+0.43%
+$1,933.06 
CSX CSX Corporation
+0.42%
+$6,277.74 
PFE Pfizer Inc.
+0.4%
+$1,609.5 
RTX RTX Corporation
+0.39%
+$7,813.68 
AVGO Broadcom Inc.
+0.37%
+$84,831.84 
PG Procter & Gamble Co
+0.37%
+$11,913.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$188,659.8 
BAC Bank of America Corporation
+0.36%
+$6,544.56 
GBX Greenbrier Companies, Inc.
+0.35%
+$3,238.97 
GD General Dynamics Corporation
+0.32%
+$34,036.78 
MRK Merck & Co., Inc.
+0.32%
+$46,224.12 
FGBI First Guaranty Bancshares Inc.
+0.31%
+$1,864.53 
JPM JPMorgan Chase & Co.
+0.27%
+$84,930.88 
CME CME Group Inc.
+0.21%
+$10,298.94 
SO The Southern Company
+0.21%
+$8,966.6 
JNJ Johnson & Johnson
+0.21%
+$13,441.33 
ADI Analog Devices, Inc.
+0.2%
+$24,954.68 
CMI Cummins Inc.
+0.19%
+$17,330.53 
IIIV I3 Verticals Inc.
+0.19%
+$926.22 
T AT&T Inc.
+0.17%
+$2,188.36 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$12,303.9 
XYL Xylem Inc.
+0.13%
+$352.5 
BDX Becton, Dickinson and Company
+0.1%
+$5,235.15 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+0.09%
+$265 
WMT Walmart Inc.
+0.09%
+$28,488.47 
ABT Abbott Laboratories
+0.09%
+$278.28 
DIS The Walt Disney Company
+0.03%
+$754.35 
CDNMF EGR Exploration Ltd.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
WEN The Wendy's Company
0%
$0 
TRN Trinity Industries Inc.
-8.97%
-$37,902.48 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$45,299.98 
AAPL Apple Inc.
-7.35%
-$4.61M 
NXPI NXP Semiconductors N.V.
-6.53%
-$38,736 
SYK Stryker Corporation
-6.42%
-$216,094.81 
TROW T. Rowe Price Group, Inc.
-6.31%
-$79,592.1 
SMG Scotts Miracle-Gro Co.
-3.85%
-$16,663.68 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$207,034.74 
FIS Fidelity National Information Services, Inc.
-2.67%
-$17,678.79 
QCOM QUALCOMM Incorporated
-2.63%
-$41,448.22 
POOL Pool Corporation
-2.61%
-$48,000.07 
ABBV AbbVie Inc.
-2.51%
-$83,223.61 
NSRGY Nestle S.A. Sponsored ADR
-2.42%
-$12,566.16 
SJM The J.M. Smucker Company
-2.41%
-$17,475.8 
YUM Yum! Brands, Inc.
-2.37%
-$5,167.08 
BA Boeing Company
-2.15%
-$8,567.98 
MSGE Madison Square Garden Entertainment Corp.
-2.03%
-$7,040 
WSM Williams-Sonoma, Inc.
-2%
-$5,838.99 
AMD Advanced Micro Devices, Inc.
-1.9%
-$133,185.65 
APD Air Products and Chemicals, Inc.
-1.77%
-$3,881.61 
UNH UnitedHealth Group Incorporated
-1.68%
-$28,011.38 
AON Aon plc
-1.64%
-$46,330.07 
DRI Darden Restaurants, Inc.
-1.64%
-$50,694.06 
NVS Novartis AG Sponsored ADR
-1.45%
-$115,198.95 
KDP Keurig Dr Pepper Inc.
-1.43%
-$6,525.45 
AMRZ Amrize Ltd.
-1.39%
-$44,476.71 
JOE The St. Joe Company
-1.32%
-$4,186.52 
GRMN Garmin Ltd.
-1.27%
-$100,496.62 
MDLZ Mondelez International, Inc.
-1.22%
-$9,258.5 
TJX The TJX Companies, Inc.
-1.21%
-$6,808.28 
ICLR ICON plc
-1.18%
-$4,259.06 
IQV IQVIA Holdings Inc.
-1.17%
-$55,829.07 
SHW The Sherwin-Williams Company
-1.16%
-$3,188 
THO Thor Industries Inc.
-1.15%
-$2,201.1 
DE Deere & Company
-1.13%
-$146,424.18 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$15,981.03 
LOW Lowe's Companies Inc.
-1.08%
-$49,413.4 
MCK McKesson Corporation
-1.08%
-$64,895.23 
BWA BorgWarner Inc.
-1.04%
-$4,105.09 
KO The Coca-Cola Company
-1.02%
-$11,414.7 
UPS United Parcel Service, Inc.
-1%
-$30,138.15 
EW Edwards Lifesciences Corporation
-0.98%
-$2,896.8 
XOM Exxon Mobil Corporation
-0.97%
-$166,970.43 
CLF Cleveland-Cliffs Inc.
-0.95%
-$6,827.59 
PGR Progressive Corporation
-0.87%
-$13,881.18 
O Realty Income Corporation
-0.87%
-$74,373.04 
ATO Atmos Energy Corporation
-0.85%
-$2,200.75 
GILD Gilead Sciences Inc.
-0.81%
-$13,579.24 
KMB Kimberly-Clark Corporation
-0.8%
-$3,309.68 
CVS CVS Health Corporation
-0.75%
-$5,782.01 
MA Mastercard Incorporated
-0.74%
-$26,575.28 
BLK BlackRock, Inc.
-0.73%
-$26,270.13 
AMGN Amgen Inc.
-0.64%
-$19,078.72 
IRDM Iridium Communications Inc.
-0.63%
-$6,961.5 
PM Philip Morris International Inc.
-0.61%
-$114,543.99 
ECL Ecolab Inc.
-0.61%
-$7,956.63 
NRP Natural Resource Partners L.P.
-0.59%
-$1,049.22 
SBUX Starbucks Corporation
-0.57%
-$40,044.6 
LLY Eli Lilly and Company
-0.53%
-$72,321.74 
ALL Allstate Corporation
-0.49%
-$7,764.98 
PEP PepsiCo, Inc.
-0.46%
-$24,515.84 
QSR Restaurant Brands International Inc.
-0.43%
-$2,642.26 
HD The Home Depot, Inc.
-0.42%
-$12,097.34 
PEO Adams Natural Resources Fund Inc.
-0.41%
-$2,678.5 
NATH Nathan's Famous Inc.
-0.4%
-$3,758.04 
AXP American Express Company
-0.38%
-$13,550.79 
FDX FedEx Corporation
-0.37%
-$691.15 
MDT Medtronic plc
-0.37%
-$35,198.4 
RSG Republic Services, Inc.
-0.37%
-$4,536.48 
COR Cencora, Inc.
-0.28%
-$2,767.04 
WDFC WD-40 Company
-0.27%
-$812.81 
BX Blackstone Inc.
-0.25%
-$1,701.8 
COST Costco Wholesale Corporation
-0.24%
-$599.63 
NFG National Fuel Gas Company
-0.19%
-$4,199.68 
EPD Enterprise Products Partners L.P.
-0.18%
-$17,942.94 
BKNG Booking Holdings Inc.
-0.18%
-$14,442.35 
MKC McCormick & Company, Incorporated
-0.12%
-$2,643.18 
SEIC SEI Investments Company
-0.06%
-$202.5 
V Visa Inc. Class A
-0.04%
-$4,393.87 
TGT Target Corporation
-0.01%
-$80.56 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1680 | Longs Won 1121/1680 66% | Profit Factor 10.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $296,859.53 | Best Trade (Aug 06) $23.11M | Sharpe Ratio -12.35 |
| Average Loss -$55,656.83 | Worst Trade (Aug 01) -$3.52M | Z-Score 3.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $179,558.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 187,829 | $36.17M | $58.02M | - | $21.85M | 60.41% | -7.354% |
| ABBV AbbVie Inc. | 12,863 | $2.02M | $3.23M | - | $1.21M | 60.09% | -2.513% |
| ABT Abbott Laboratories | 3,092 | $342,137.44 | $326,824.4 | - | -$15,313.04 | -4.48% | +0.085% |
| ADI Analog Devices, Inc. | 33,723 | $7.99M | $12.39M | - | $4.4M | 55.04% | +0.202% |
| ALL Allstate Corporation | 5,973 | $874,212.72 | $1.58M | - | $703,137.04 | 80.43% | -0.49% |
| AMAT Applied Materials, Inc. | 17,797 | $5.04M | $9.04M | - | $3.99M | 79.15% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 14,414 | $2.08M | $6.86M | - | $4.79M | 230.41% | -1.904% |
| AMGN Amgen Inc. | 7,693 | $2.22M | $2.96M | - | $746,373.77 | 33.67% | -0.64% |
| AMRZ Amrize Ltd. | 64,459 | $3.61M | $3.15M | - | -$458,303.31 | -12.69% | -1.391% |
| AMZN Amazon.com Inc | 77,289 | $13.15M | $20.99M | - | $7.84M | 59.63% | +15.321% |
| AON Aon plc | 7,696 | $2.48M | $2.77M | - | $290,677.72 | 11.7% | -1.642% |
| APA APA Corporation | 9,381 | $315,582.78 | $350,098.92 | - | $34,516.14 | 10.94% | +2.725% |
| APD Air Products and Chemicals, Inc. | 731 | $195,380.29 | $215,564.6 | - | $20,184.31 | 10.33% | -1.769% |
| ATO Atmos Energy Corporation | 1,487 | $207,329.43 | $256,923.86 | - | $49,594.43 | 23.92% | -0.849% |
| AVGO Broadcom Inc. | 58,911 | $7.24M | $22.93M | - | $15.69M | 216.66% | +0.371% |
| AXP American Express Company | 10,670 | $2M | $3.59M | - | $1.59M | 79.32% | -0.376% |
| BA Boeing Company | 1,800 | $469,143.85 | $389,052 | - | -$80,091.85 | -17.07% | -2.155% |
| BAC Bank of America Corporation | 29,748 | $1.66M | $1.84M | - | $181,456.61 | 10.92% | +0.356% |
| BATRA Atlanta Braves Holdings, Inc. Series A Common Stock | 5,300 | $226,734 | $288,373 | - | $61,639 | 27.19% | +0.092% |
| BDX Becton, Dickinson and Company | 30,795 | $4.89M | $5.1M | - | $208,486.94 | 4.26% | +0.103% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $6.39M, Walmart Inc - $3.67M, JPMorgan Chase & Co - $3.3M, Eaton Corporation plc - $2.87M, 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 - $1.88M, Fidelity National Information Services, Inc - $960,131.64, Devon Energy Corporation - $952,079.87, DexCom, Inc - $750,306.02, and Pool Corporation - $630,474.38. 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 $29.48M 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, Comcast Corp - $882,247.19, and Merck & Co., Inc - $861,195.75. 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.
