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 +0.01%
Monthly
0.66%
Yearly
8.28%
Drawdown
10.29%
$107.54M
Equity
Holdings
$107.54M
Investment
$93.38M
$12.76M
Profit +$1,485.78
Realized
-$1.52M
Unrealized
$14.27M
Dividends
$2.4M
Goals
Avg. 25.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$1,485.78
Win %
83%
This Week
Compared To Last Week
Gain
0.001%
Profit
$1,485.78
Win %
83%
This Month
Compared to last month
Gain
0.09%
Profit
$100,721.3
Win %
83%
This Year
Compared to last year
Gain
-9.73%
Profit
-$10.68M
Win %
79%
SCHW Charles Schwab Corporation
+2.71%
+$10,247.99 
AMAT Applied Materials, Inc.
+2.64%
+$20,307.89 
JPM JPMorgan Chase & Co.
+2.31%
+$20,200.65 
PM Philip Morris International Inc.
+1.95%
+$84,730.59 
TFC Truist Financial Corporation
+1.93%
+$6,664 
NE Noble Corporation plc
+1.73%
+$9,040 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.71%
+$72,965.76 
ACN Accenture plc Class A
+1.65%
+$17,617.08 
BX Blackstone Inc.
+1.58%
+$9,465.96 
SW Smurfit WestRock PLC
+1.48%
+$27,641.88 
CAT Caterpillar Inc.
+1.44%
+$4,270.2 
NEE NextEra Energy, Inc.
+1.35%
+$7,862.55 
LRCX Lam Research Corporation
+1.18%
+$6,864.02 
V Visa Inc. Class A
+1.05%
+$15,283.94 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$13,673.91 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$2,835 
SO The Southern Company
+0.78%
+$4,611.41 
SLV iShares Silver Trust
+0.77%
+$10,810 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,064 
HD The Home Depot, Inc.
+0.73%
+$5,086.06 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$1,498.18 
YUM Yum! Brands, Inc.
+0.68%
+$3,120 
MS Morgan Stanley
+0.65%
+$5,250.87 
DUK Duke Energy Corporation
+0.63%
+$3,902.34 
CNI Canadian National Railway Company
+0.6%
+$1,953.21 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$1,938 
HON Honeywell International Inc.
+0.54%
+$13,984.88 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$4,388.99 
GOOGL Alphabet Inc
+0.53%
+$6,367.94 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$7,921.25 
GOOG Alphabet Inc
+0.45%
+$6,891.2 
QLTI GMO International Quality ETF
+0.41%
+$1,232 
MAS Masco Corporation
+0.38%
+$9,545.73 
QLTY GMO U.S. Quality ETF
+0.36%
+$1,185.01 
MIDD The Middleby Corporation
+0.35%
+$13,565.44 
IDV iShares International Select Dividend ETF
+0.32%
+$980 
WM Waste Management, Inc.
+0.3%
+$1,746.39 
IQV IQVIA Holdings Inc.
+0.22%
+$13,081.99 
BBN BlackRock Taxable Municipal Bond Trust
+0.19%
+$4,576.05 
NVDA NVIDIA Corporation
+0.16%
+$2,432 
PFE Pfizer Inc.
+0.15%
+$340 
MSFT Microsoft Corp.
+0.1%
+$3,723.91 
IBB iShares Biotechnology ETF
+0.1%
+$254.99 
ENB Enbridge Inc.
+0.07%
+$407.16 
CB Chubb Limited
+0.06%
+$319.86 
GLD SPDR Gold Shares
+0.06%
+$1,904.1 
ORCL Oracle Corporation
+0.02%
+$124.1 
BTZ BlackRock Credit Allocation Income Trust
0%
$0 
RTOKY Rentokil Initial Plc
0%
$0 
AAPL Apple Inc.
-1.52%
-$26,752.5 
MRK Merck & Co., Inc.
-1.42%
-$5,938.82 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$43,905.04 
AMZN Amazon.com Inc
-1.23%
-$8,462.61 
SHC Sotera Health Company
-1.22%
-$56,306.2 
CACI Caci International Inc.
-1.15%
-$8,235.31 
UBER Uber Technologies, Inc.
-1.01%
-$11,914 
AVGO Broadcom Inc.
-0.91%
-$3,727.5 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.86%
-$6,701.7 
FND Floor & Decor Holdings, Inc.
-0.8%
-$5,581.83 
DLTR Dollar Tree, Inc.
-0.78%
-$24,049.58 
LEG Leggett & Platt, Inc.
-0.75%
-$15,895.76 
CSCO Cisco Systems, Inc.
-0.6%
-$5,263.31 
VVV Valvoline Inc.
-0.53%
-$30,769 
RTX RTX Corporation
-0.37%
-$954.73 
NUV Nuveen Municipal Value Fund, Inc.
-0.33%
-$3,159.3 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.32%
-$1,854.48 
CRL Charles River Laboratories International, Inc.
-0.29%
-$6,885 
META Meta Platforms Inc Class A
-0.26%
-$970.06 
SHEL Shell plc
-0.22%
-$1,280.6 
MPT Medical Properties Trust, Inc.
-0.2%
-$125.75 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,399.98 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$2,625.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$1,634.15 Events
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Dividends
Dividend Analysis
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| Trades 296 | Longs Won 203/296 68% | Profit Factor 2.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,620.42 |
| Average Win $112,245.26 | Best Trade (Mar 31) $1.34M | Sharpe Ratio -111.36 |
| Average Loss -$116,977.1 | Worst Trade (Dec 30) -$1.28M | Z-Score 7.16 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $43,095.94 |
| 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 | 919 | 827 | 735 | 643 | 551 | 460 | 368 | 276 | 184 | 92 |
Hover over the desired column for a detailed explanation.
Returns
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