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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:
4.19%
Gain -27.54%
Monthly
0.14%
Yearly
1.66%
Drawdown
28.86%
$794.08M
Equity
Holdings
$794.08M
Investment
$573.94M
$244.39M
Profit +$2.06M
Realized
$24.26M
Unrealized
$220.13M
Dividends
$27.98M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-27.54%
Profit
$2.06M
Win %
68%
This Week
Compared To Last Week
Gain
0.5%
Profit
$3.96M
Win %
68%
This Month
Compared to last month
Gain
-0.79%
Profit
-$6.34M
Win %
68%
This Year
Compared to last year
Gain
8.25%
Profit
$60.63M
Win %
67%
FGBI First Guaranty Bancshares Inc.
+10.4%
+$62,772.51 
VEEV Veeva Systems Inc.
+8.4%
+$73,332.15 
LLY Eli Lilly and Company
+7.13%
+$948,913.85 
WEN The Wendy's Company
+6.41%
+$7,935.01 
IIIV I3 Verticals Inc.
+5.97%
+$27,787.2 
MSFT Microsoft Corp.
+5.71%
+$1.72M 
MKC McCormick & Company, Incorporated
+5.58%
+$118,943.06 
ICLR ICON plc
+5.53%
+$19,339.68 
CRM Salesforce Inc
+5.45%
+$45,120.88 
SYK Stryker Corporation
+5.25%
+$160,571.8 
IBM International Business Machines Corporation
+5.17%
+$55,631.08 
PGR Progressive Corporation
+4.08%
+$65,674.47 
AON Aon plc
+4.03%
+$98,046.96 
IRDM Iridium Communications Inc.
+4.01%
+$38,984.4 
JNJ Johnson & Johnson
+3.99%
+$248,030.58 
TROW T. Rowe Price Group, Inc.
+3.7%
+$41,540.1 
YUM Yum! Brands, Inc.
+3.49%
+$7,320.03 
ALL Allstate Corporation
+3.46%
+$47,843.67 
GILD Gilead Sciences Inc.
+3.26%
+$51,271.64 
AAPL Apple Inc.
+3.14%
+$1.62M 
ORLY O'Reilly Automotive Inc.
+3.05%
+$40,849.75 
BDX Becton, Dickinson and Company
+3%
+$139,809.3 
UNH UnitedHealth Group Incorporated
+2.98%
+$48,970.36 
SJM The J.M. Smucker Company
+2.79%
+$18,601.36 
KO The Coca-Cola Company
+2.75%
+$28,029.43 
KDP Keurig Dr Pepper Inc.
+2.71%
+$12,760.88 
HBCP Home Bancorp Inc.
+2.62%
+$37,407.18 
PFE Pfizer Inc.
+2.62%
+$9,978.9 
MRK Merck & Co., Inc.
+2.56%
+$361,892.19 
NFG National Fuel Gas Company
+2.54%
+$50,921.12 
IQV IQVIA Holdings Inc.
+2.53%
+$94,930.25 
AMZN Amazon.com Inc
+2.5%
+$439,001.95 
BKNG Booking Holdings Inc.
+2.49%
+$187,315.05 
LILAK Liberty Latin America Ltd.
+2.31%
+$5,827.36 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.23%
+$4,554.48 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$1.1M 
CMCSA Comcast Corp
+2.12%
+$146,166.72 
MA Mastercard Incorporated
+2.07%
+$63,155.17 
POOL Pool Corporation
+2.04%
+$40,853.34 
MCD McDonald's Corporation
+1.97%
+$9,912.78 
FIS Fidelity National Information Services, Inc.
+1.87%
+$10,204.83 
MSGE Madison Square Garden Entertainment Corp.
+1.85%
+$6,424 
O Realty Income Corporation
+1.74%
+$143,433.59 
V Visa Inc. Class A
+1.73%
+$179,220.4 
BATRA Atlanta Braves Holdings, Inc. Series A Common Stock
+1.6%
+$4,717 
AMGN Amgen Inc.
+1.56%
+$42,388.28 
QSR Restaurant Brands International Inc.
+1.52%
+$9,165.27 
TSCO Tractor Supply Company
+1.5%
+$3,105.46 
SHW The Sherwin-Williams Company
+1.47%
+$3,987.03 
SBUX Starbucks Corporation
+1.4%
+$96,107.04 
SCHW Charles Schwab Corporation
+1.37%
+$122,365.32 
RSG Republic Services, Inc.
+1.35%
+$16,808.24 
PEP PepsiCo, Inc.
+1.34%
+$71,632.22 
T AT&T Inc.
+1.34%
+$16,412.7 
SO The Southern Company
+1.3%
+$56,041.25 
TSLA Tesla, Inc.
+1.22%
+$15,569.25 
NRP Natural Resource Partners L.P.
+1.2%
+$2,170.8 
EW Edwards Lifesciences Corporation
+1.18%
+$3,612.48 
KMB Kimberly-Clark Corporation
+1.18%
+$4,776.48 
PEG Public Service Enterprise Group Incorporated
+1.15%
+$17,450.55 
HD The Home Depot, Inc.
+1.12%
+$33,593.49 
COST Costco Wholesale Corporation
+1.09%
+$2,708.9 
BSM Black Stone Minerals, L.P.
+1.07%
+$2,508.15 
BX Blackstone Inc.
+1.07%
+$6,487.96 
PM Philip Morris International Inc.
+1.03%
+$178,613.45 
VZ Verizon Communications Inc.
+1.02%
+$26,101.92 
THO Thor Industries Inc.
+1.01%
+$1,998.7 
LHX L3Harris Technologies, Inc.
+0.95%
+$13,213.25 
ABT Abbott Laboratories
+0.94%
+$2,720.96 
GBX Greenbrier Companies, Inc.
+0.94%
+$8,954.91 
WDFC WD-40 Company
+0.92%
+$2,975.97 
NVO Novo Nordisk A/S Sponsored ADR
+0.9%
+$4,300 
ECL Ecolab Inc.
+0.87%
+$11,399.76 
ATO Atmos Energy Corporation
+0.86%
+$2,230.5 
SMG Scotts Miracle-Gro Co.
+0.84%
+$3,674.88 
CP Canadian Pacific Kansas City Limited
+0.79%
+$17,899.95 
DIS The Walt Disney Company
+0.76%
+$18,607.22 
RTX RTX Corporation
+0.75%
+$13,022.89 
TGT Target Corporation
+0.59%
+$3,306.2 
GD General Dynamics Corporation
+0.58%
+$56,076.43 
MDT Medtronic plc
+0.57%
+$50,597.7 
KMI Kinder Morgan, Inc.
+0.55%
+$9,353.07 
LMT Lockheed Martin Corporation
+0.47%
+$2,042.04 
CSX CSX Corporation
+0.46%
+$6,576.68 
NATH Nathan's Famous Inc.
+0.45%
+$4,432.58 
DRI Darden Restaurants, Inc.
+0.45%
+$14,355.99 
HON Honeywell International Inc.
+0.42%
+$2,884.78 
PG Procter & Gamble Co
+0.35%
+$11,689.17 
LOW Lowe's Companies Inc.
+0.25%
+$11,972.62 
NSC Norfolk Southern Corporation
+0.24%
+$745.5 
UNP Union Pacific Corporation
+0.23%
+$18,753.76 
MPC Marathon Petroleum Corporation
+0.2%
+$4,952.48 
NVS Novartis AG Sponsored ADR
+0.19%
+$14,588.45 
CNI Canadian National Railway Company
+0.17%
+$445.8 
TJX The TJX Companies, Inc.
+0.15%
+$851 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$121.5 
ENB Enbridge Inc.
+0.09%
+$2,562.65 
FHN First Horizon Corporation
+0.08%
+$388.74 
UL Unilever PLC Sponsored American Depositary Receipt
+0.02%
+$1,113.09 
ABC AmerisourceBergen Corporation
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
CHEV Charging Robotics Inc.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
CNRD Conrad Industries Inc.
0%
$0 
JCI
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-11.2%
-$195,285.08 
QCOM QUALCOMM Incorporated
-7.57%
-$161,117.78 
CLF Cleveland-Cliffs Inc.
-7.53%
-$50,275.89 
ADI Analog Devices, Inc.
-7.42%
-$1.05M 
NXPI NXP Semiconductors N.V.
-7.24%
-$52,342.07 
AMAT Applied Materials, Inc.
-6.16%
-$732,523.99 
CMI Cummins Inc.
-5.73%
-$592,633.03 
CAT Caterpillar Inc.
-5.63%
-$511,508.48 
TT Trane Technologies plc
-5.08%
-$457,242.38 
ETN Eaton Corporation plc
-4.09%
-$889,531.45 
GEV GE Vernova Inc.
-3.71%
-$39,896.93 
AVGO Broadcom Inc.
-3.67%
-$818,274.44 
FDX FedEx Corporation
-3.31%
-$6,556.91 
MOTO SmartETFs Smart Transportation & Technology ETF
-3.19%
-$22,689.46 
GLW Corning Incorporated
-3.05%
-$467,822.79 
DE Deere & Company
-2.78%
-$377,258.59 
ORCL Oracle Corporation
-2.58%
-$17,610.37 
OXY Occidental Petroleum Corporation
-2.38%
-$16,450.48 
GOOG Alphabet Inc
-2.19%
-$867,900 
AMD Advanced Micro Devices, Inc.
-2.06%
-$158,409.72 
BWA BorgWarner Inc.
-1.96%
-$8,332.72 
JOEAX JOHCM Emerging Markets Opportunities Fund Investor Shares
-1.89%
-$1,714.96 
GOOGL Alphabet Inc
-1.84%
-$96,796.81 
JPM JPMorgan Chase & Co.
-1.81%
-$548,437.72 
CME CME Group Inc.
-1.78%
-$72,272 
AIA iShares Asia 50 ETF
-1.75%
-$31,643.11 
WY Weyerhaeuser Company
-1.75%
-$14,092.65 
NVDA NVIDIA Corporation
-1.64%
-$345,660.3 
BP BP p.l.c. Sponsored ADR
-1.56%
-$3,106.35 
HWM Howmet Aerospace Inc.
-1.56%
-$39,886.16 
FANG Diamondback Energy Inc
-1.45%
-$27,738.48 
HAL Halliburton Company
-1.33%
-$5,983.68 
EMR Emerson Electric Co.
-1.27%
-$2,993.28 
GRMN Garmin Ltd.
-1.23%
-$77,305.57 
APA APA Corporation
-1.23%
-$3,846.23 
WWD Woodward Inc.
-1.1%
-$5,788.82 
UPS United Parcel Service, Inc.
-1.07%
-$33,582.51 
ITW Illinois Tool Works Inc.
-1.07%
-$4,314.8 
WFC Wells Fargo & Company
-1.04%
-$94,876.32 
SHEL Shell plc
-1.03%
-$13,882.4 
DVN Devon Energy Corporation
-0.92%
-$7,136.22 
FERG Ferguson Enterprises Inc
-0.89%
-$26,612.58 
WBD Warner Bros. Discovery, Inc.
-0.89%
-$11,641.44 
SU Suncor Energy Inc.
-0.85%
-$13,426.94 
VOO Vanguard S&P 500 ETF
-0.81%
-$12,698.52 
SEIC SEI Investments Company
-0.77%
-$2,295 
APD Air Products and Chemicals, Inc.
-0.76%
-$1,564.33 
BLK BlackRock, Inc.
-0.74%
-$23,735.19 
TRN Trinity Industries Inc.
-0.74%
-$3,322.62 
XOM Exxon Mobil Corporation
-0.73%
-$110,223.4 
EPD Enterprise Products Partners L.P.
-0.73%
-$69,207.48 
MDLZ Mondelez International, Inc.
-0.67%
-$4,929.84 
BKR Baker Hughes Company
-0.67%
-$1,622.22 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$10,106.8 
GE General Electric Company
-0.64%
-$10,480.72 
AXP American Express Company
-0.61%
-$22,407 
BAC Bank of America Corporation
-0.53%
-$9,221.88 
XYL Xylem Inc.
-0.47%
-$1,292.5 
COP ConocoPhillips
-0.42%
-$24,844.5 
NSRGY Nestle S.A. Sponsored ADR
-0.41%
-$2,128.14 
BA Boeing Company
-0.4%
-$1,566 
RJF Raymond James Financial Inc.
-0.39%
-$13,892.74 
PEO Adams Natural Resources Fund Inc.
-0.36%
-$2,191.5 
WSM Williams-Sonoma, Inc.
-0.36%
-$1,090.11 
OKE ONEOK, Inc.
-0.34%
-$4,525.5 
CVS CVS Health Corporation
-0.31%
-$2,342.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.24%
-$1,471.47 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$1,613.52 
EBAY eBay Inc.
-0.12%
-$512.85 
WMT Walmart Inc.
-0.08%
-$25,639.11 
PSX Phillips 66
-0.06%
-$180.4 
ET Energy Transfer L.P.
-0.05%
-$679 
MCK McKesson Corporation
-0.04%
-$2,088.83 
AMRZ Amrize Ltd.
-0.02%
-$644.59 Events
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Dividends
Dividend Analysis
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| Trades 1680 | Longs Won 1060/1680 63% | Profit Factor 6.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.18M |
| Average Win $268,825.59 | Best Trade (Jun 30) $19.3M | Sharpe Ratio -214.31 |
| Average Loss -$67,297.14 | Worst Trade (Jun 29) -$3.66M | Z-Score 7.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $145,472.33 |
| 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 | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
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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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