KM
Kyle Minges Portfolio
Invests via Broyhill Asset Management | Managed by Christopher R. Pavese, CFA, Patrick Wells, CFA
Invests via Broyhill Asset Management
Managed by Christopher R. Pavese, CFA, Patrick Wells, CFA
Automatically Tracked
Kyle Minges Profile
With a robust entrepreneurial track record, Kyle Minges stands out in the technology sector as an innovative leader and business builder. Known for his expertise in developing market-ready solutions, he has successfully led startups that push the boundaries of digital transformation. His strategic insights into emerging trends have facilitated notable partnerships that enhance competitive advantage within his industry. An advocate for sustainable innovation, Minges consistently fosters environments conducive to growth and creativity, making him a relevant figure in contemporary entrepreneurship.
With a robust entrepreneurial track record, Kyle Minges stands out in the technology sector as an innovative leader and business builder. Known for his expertise in developing market-ready solutions, he has successfully led startups that push the boundaries of digital transformation. His strategic insights into emerging trends have facilitated notable partnerships that enhance competitive advantage within his industry. An advocate for sustainable innovation, Minges consistently fosters environments conducive to growth and creativity, making him a relevant figure in contemporary entrepreneurship.
Investment Philosophy & Strategy
The technology landscape presents immense opportunities for transformative advancements, and Kyle Minges embodies a forward-thinking approach to harnessing this potential. His emphasis on disruptive innovation is driven by a commitment to creating impactful solutions that resonate with evolving market demands. With experience in steering startups towards scalable growth, he strategically focuses on aligning product offerings with consumer needs while nurturing collaborative ecosystems. This entrepreneurial mindset not only shapes his investment priorities but also positions him as a catalyst for meaningful change within the sector.
The technology landscape presents immense opportunities for transformative advancements, and Kyle Minges embodies a forward-thinking approach to harnessing this potential. His emphasis on disruptive innovation is driven by a commitment to creating impactful solutions that resonate with evolving market demands. With experience in steering startups towards scalable growth, he strategically focuses on aligning product offerings with consumer needs while nurturing collaborative ecosystems. This entrepreneurial mindset not only shapes his investment priorities but also positions him as a catalyst for meaningful change within the sector.
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:
12.25%
Gain +1.14%
Monthly
0.65%
Yearly
8.06%
Drawdown
11.12%
$0
Equity
Holdings
$0
Investment
$0
$13.03M
Profit +$1.29M
Realized
$13.03M
Unrealized
$0
Dividends
$2.49M
Goals
Avg. 94% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.14%
Profit
$1.29M
Win %
82%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$1.36M
Win %
82%
This Month
Compared to last month
Gain
-1.79%
Profit
-$1.92M
Win %
82%
This Year
Compared to last year
Gain
4.4%
Profit
$4.45M
Win %
78%
PM Philip Morris International Inc.
+$4.16M
GLD SPDR Gold Shares
+$1.63M
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+$1.16M
SLV iShares Silver Trust
+$961,630
RTO Rentokil Initial plc Sponsored ADR
+$901,646.85
DLTR Dollar Tree, Inc.
+$780,670.65
MAS Masco Corporation
+$726,841.48
GOOG Alphabet Inc
+$704,337.41
NE
NE
+$696,603.63
FMS Fresenius Medical Care AG & Co. KGaA ADR
+$667,242.89
SHY iShares 1-3 Year Treasury Bond ETF
+$479,395.65
SCHW Charles Schwab Corporation
+$452,495.55
HON Honeywell International Inc.
+$384,019.82
LEG Leggett & Platt, Inc.
+$359,641.93
GOOGL Alphabet Inc
+$331,799.84
IQV IQVIA Holdings Inc.
+$317,027.65
NVDA NVIDIA Corporation
+$305,820.5
SW Smurfit WestRock PLC
+$301,089.87
AMAT Applied Materials, Inc.
+$294,604.18
LRCX Lam Research Corporation
+$288,061
BRK-A Berkshire Hathaway Inc.
+$221,640
JPM JPMorgan Chase & Co.
+$193,222.69
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+$183,454.37
AVGO Broadcom Inc.
+$182,512.74
MS Morgan Stanley
+$176,525.4
NEE NextEra Energy, Inc.
+$169,330.97
NUV Nuveen Municipal Value Fund, Inc.
+$162,455.6
CSCO Cisco Systems, Inc.
+$162,185.65
SHEL Shell plc
+$157,159.39
XLK State Street Technology Select Sector SPDR ETF
+$153,250.07
DUK Duke Energy Corporation
+$147,839.08
TMO Thermo Fisher Scientific Inc.
+$145,464.12
NBB Nuveen Taxable Municipal Income Fund
+$132,755.28
VIG Vanguard Dividend Appreciation ETF
+$122,358
UBER Uber Technologies, Inc.
+$118,890.62
SO The Southern Company
+$117,749.48
FND Floor & Decor Holdings, Inc.
+$111,117.16
TFC Truist Financial Corporation
+$107,474.28
VVV Valvoline Inc.
+$104,960.24
XLE Energy Select Sector SPDR Fund
+$99,190.74
MRK Merck & Co., Inc.
+$96,868.16
BRK-B Berkshire Hathaway Inc.
+$93,014.58
CB Chubb Limited
+$86,018.77
CACI Caci International Inc.
+$82,109.69
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
+$74,840.76
BBN BlackRock Taxable Municipal Bond Trust
+$72,560.58
XLV Health Care Select Sector SPDR Fund
+$63,836.85
EEM iShares MSCI Emerging Markets ETF
+$61,051.08
VAL Valaris Limited
+$52,710.45
META Meta Platforms Inc Class A
+$52,260.42
CAT Caterpillar Inc.
+$51,225.42
TDW Tidewater Inc.
+$51,195.19
QLTY GMO U.S. Quality ETF
+$41,633
RTX RTX Corporation
+$38,925.75
SPY SPDR S&P 500 ETF Trust
+$37,227.05
IBB iShares Biotechnology ETF
+$37,213.04
YUM Yum! Brands, Inc.
+$36,465
WM Waste Management, Inc.
+$35,865.8
PFE Pfizer Inc.
+$34,953
AAPL Apple Inc.
+$32,272.87
SPLV Invesco S&P 500 Low Volatility ETF
+$24,352.69
KW Kennedy-Wilson Holdings Inc.
+$20,067
BDX Becton, Dickinson and Company
+$19,981.36
QLTI GMO International Quality ETF
+$19,006.2
MPT Medical Properties Trust, Inc.
+$16,668.02
FDX FedEx Corporation
+$12,294.5
VB Vanguard Small-Cap ETF
+$1,444.03
CDNMF EGR Exploration Ltd.
+$2.75
7551
75513E105
$0
AVTR Avantor Inc.
-$2.7M
FUN Six Flags Entertainment Corporation
-$2.49M
FISV Fiserv, Inc.
-$1.37M
BAX Baxter International Inc.
-$724,271.77
ACN Accenture plc Class A
-$502,719.11
NICE Nice Ltd. Sponsored ADR
-$396,459.97
FIS Fidelity National Information Services, Inc.
-$306,154.04
WMG Warner Music Group Corp.
-$289,972.97
BX Blackstone Inc.
-$253,883.95
MSFT Microsoft Corp.
-$225,319.57
MIDD The Middleby Corporation
-$135,908.35
TASK TaskUs, Inc.
-$121,200
CRL Charles River Laboratories International, Inc.
-$109,312.12
WOW WideOpenWest, Inc.
-$70,500
NATH Nathan's Famous Inc.
-$66,983
ORCL Oracle Corporation
-$65,797.79
HD The Home Depot, Inc.
-$58,127.1
NXP Nuveen Select Tax-Free Income Portfolio
-$41,908
SHC Sotera Health Company
-$40,230.33
ADBE Adobe Inc.
-$38,335.45
NEA Nuveen AMT-Free Quality Municipal Income Fund
-$32,009.89
AMZN Amazon.com Inc
-$28,539.21
V Visa Inc. Class A
-$21,751.69
SBUX Starbucks Corporation
-$10,413.16
MQY BlackRock MuniYield Quality Fund, Inc.
-$10,065
MHN BlackRock MuniHoldings New York Quality Fund, Inc.
-$8,640
BALL Ball Corp.
-$7,866.63
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-$6,431.92
MYI BlackRock MuniYield Quality Fund III, Inc.
-$838.75
BTZ BlackRock Credit Allocation Income Trust
-$793
NAN Nuveen New York Quality Municipal Income Fund
-$680
CMCSA Comcast Corp
-$208.01
IDV iShares International Select Dividend ETF
-$198.52
Events
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Dividends
Dividend Analysis
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| Trades 296 | Longs Won 193/296 65% | Profit Factor 1.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $246,143.49 |
| Average Win $97,895.43 | Best Trade (Jun 29) $1.63M | Sharpe Ratio -8.83 |
| Average Loss -$110,602.42 | Worst Trade (Dec 30) -$1.28M | Z-Score -1.9 (96.65%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $44,034.02 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Kyle Minges?
The largest contributions to the portfolio's profits come from the following stocks: Philip Morris International Inc - $4.16M, SPDR Gold Shares - $1.63M, Coca-Cola FEMSA S.A.B. de C.V. ADR - $1.16M, iShares Silver Trust - $961,630, and Rentokil Initial plc Sponsored ADR - $901,646.85. 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: Avantor Inc - $2.7M, Six Flags Entertainment Corporation - $2.49M, Fiserv, Inc - $1.37M, Baxter International Inc - $724,271.77, and Accenture plc Class A - $502,719.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle Minges's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.49M earned over time. The largest contributors to dividend income include iShares 1-3 Year Treasury Bond ETF - $394,226.51, Philip Morris International Inc - $393,392.13, Coca-Cola FEMSA S.A.B. de C.V. ADR - $200,183.5, iShares iBoxx $ Investment Grade Corporate Bond ETF - $170,614.81, and Rentokil Initial plc Sponsored ADR - $116,907.23. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle Minges's monthly returns?
Kyle Minges'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 Kyle Minges's strategy be considered aggressive or moderate?
It is difficult to clearly classify Kyle Minges's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Kyle Minges's strategy?
It is difficult to determine whether Kyle Minges's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
