PR
Patrick Ross Portfolio
Invests via Ross/Johnson & Associates LLC | Managed by Patrick Terrence Ross, Corey Timothy Ross, Matthew Gary Voigtlander, Eric William Marquardt, Samuel Patrick Ross
Invests via Ross/Johnson & Associates LLC
Managed by Patrick Terrence Ross, Corey Timothy Ross, Matthew Gary Voigtlander, Eric William Marquardt, Samuel Patrick Ross
Automatically Tracked
Seasoned entrepreneur and investor focused on early-stage software and fintech businesses, with operating experience scaling SaaS companies through commercial growth and exits. Patrick Ross combines founder-CEO experience with active angel and seed-stage investing, often leading rounds and serving on boards to advise go-to-market, product strategy and fundraising. Market-oriented, sector-focused on cloud infrastructure, payments and enterprise software.
Seasoned entrepreneur and investor focused on early-stage software and fintech businesses, with operating experience scaling SaaS companies through commercial growth and exits. Patrick Ross combines founder-CEO experience with active angel and seed-stage investing, often leading rounds and serving on boards to advise go-to-market, product strategy and fundraising. Market-oriented, sector-focused on cloud infrastructure, payments and enterprise software.
Investment Philosophy & Strategy
Combines founder-led perspective with a growth-oriented, sector-focused investment approach targeting early-stage SaaS, cloud infrastructure, payments, and fintech. Prioritizes companies with repeatable go-to-market motion, clear unit economics and defensible product-market fit. Prefers leading seed/angel rounds to shape strategy, board governance, and fundraising cadence. Capital allocation tilts toward hands-on support for commercial scaling, recruiting and pricing execution, with a multi-year horizon, disciplined follow-on reserves, and pragmatic risk management emphasizing capital efficiency.
Combines founder-led perspective with a growth-oriented, sector-focused investment approach targeting early-stage SaaS, cloud infrastructure, payments, and fintech. Prioritizes companies with repeatable go-to-market motion, clear unit economics and defensible product-market fit. Prefers leading seed/angel rounds to shape strategy, board governance, and fundraising cadence. Capital allocation tilts toward hands-on support for commercial scaling, recruiting and pricing execution, with a multi-year horizon, disciplined follow-on reserves, and pragmatic risk management emphasizing capital efficiency.
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:
10.94%
Gain -0.62%
Monthly
0.48%
Yearly
5.96%
Drawdown
18.03%
$6.43M
Equity
Holdings
$6.43M
Investment
$6.01M
$518,991.33
Profit -$31,384.23
Realized
$101,465.11
Unrealized
$417,526.22
Dividends
$140,654.48
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$31,384.23
Win %
59%
This Week
Compared To Last Week
Gain
0.44%
Profit
$28,405
Win %
59%
This Month
Compared to last month
Gain
1.82%
Profit
$114,961.44
Win %
59%
This Year
Compared to last year
Gain
0.81%
Profit
$51,673.85
Win %
58%
KRMN Karman Holdings Inc.
+3.95%
+$1.34 
DKS Dick's Sporting Goods, Inc.
+3.76%
+$5.3 
HONA Honeywell Aerospace Inc.
+3.51%
+$97.41 
CHRD Chord Energy Corp
+3.41%
+$10.12 
EQT EQT Corporation
+3.3%
+$3.46 
APA APA Corporation
+3.09%
+$4.38 
COP ConocoPhillips
+2.73%
+$23.25 
SLB Schlumberger Limited
+2.7%
+$24.8 
CMS CMS Energy Corporation
+2.46%
+$9.9 
DVN Devon Energy Corporation
+2.31%
+$6.84 
RTX RTX Corporation
+2.25%
+$21.05 
F Ford Motor Company
+2.23%
+$4.4 
LYB LyondellBasell Industries N.V.
+2.2%
+$4.14 
HAL Halliburton Company
+2.19%
+$10.8 
SARO StandardAero, Inc.
+2.05%
+$1.72 
PM Philip Morris International Inc.
+2.03%
+$16.22 
PEP PepsiCo, Inc.
+2%
+$2.57 
NFG National Fuel Gas Company
+1.93%
+$1.51 
CMCSA Comcast Corp
+1.88%
+$2.87 
CVX Chevron Corporation
+1.85%
+$85.36 
AEP American Electric Power Company, Inc.
+1.8%
+$2.24 
PEG Public Service Enterprise Group Incorporated
+1.75%
+$1.23 
TJX The TJX Companies, Inc.
+1.67%
+$9.68 
HST Host Hotels & Resorts Inc.
+1.64%
+$1.17 
AM Antero Midstream Corporation
+1.61%
+$2.56 
USB U.S. Bancorp
+1.59%
+$29.28 
DUK Duke Energy Corporation
+1.59%
+$1.89 
AN AutoNation Inc.
+1.58%
+$2.52 
NEM Newmont Corporation
+1.56%
+$3.61 
MDLZ Mondelez International, Inc.
+1.55%
+$1.96 
H Hyatt Hotels Corporation
+1.49%
+$5.02 
XOM Exxon Mobil Corporation
+1.48%
+$31.08 
CNP CenterPoint Energy Inc.
+1.46%
+$6.38 
KO The Coca-Cola Company
+1.4%
+$11.61 
TAP Molson Coors Beverage Company
+1.38%
+$0.54 
MO Altria Group, Inc.
+1.38%
+$3.06 
LNT Alliant Energy Corporation
+1.36%
+$5.46 
AIG American International Group Inc.
+1.35%
+$2.14 
TSN Tyson Foods Inc.
+1.33%
+$0.72 
UGI UGI Corporation
+1.31%
+$0.98 
HSY The Hershey Company
+1.29%
+$15.26 
COST Costco Wholesale Corporation
+1.28%
+$12.54 
AMT American Tower Corporation
+1.27%
+$2.31 
ALL Allstate Corporation
+1.22%
+$2.92 
GSK GSK plc Sponsored ADR
+1.21%
+$14.28 
MNST Monster Beverage Corporation
+1.21%
+$1.1 
WHR Whirlpool Corporation
+1.21%
+$0.34 
ZTS Zoetis Inc.
+1.17%
+$2.75 
MRK Merck & Co., Inc.
+1.16%
+$48.72 
FE FirstEnergy Corp.
+1.15%
+$31.5 
PSX Phillips 66
+1.15%
+$3.31 
NEE NextEra Energy, Inc.
+1.11%
+$3.52 
GE General Electric Company
+1.09%
+$3.41 
SYK Stryker Corporation
+1.09%
+$3.19 
C Citigroup Inc.
+1.08%
+$6.65 
CRUS Cirrus Logic, Inc.
+1.08%
+$1.17 
MET MetLife Inc.
+1.08%
+$1.08 
ES Eversource Energy
+1.08%
+$0.71 
HWM Howmet Aerospace Inc.
+1.08%
+$7.09 
TFC Truist Financial Corporation
+1.07%
+$1 
OGE Oge Energy Corp.
+1.07%
+$4.04 
AON Aon plc
+1.07%
+$3.06 
JPM JPMorgan Chase & Co.
+1.07%
+$14.32 
INGR Ingredion Inc.
+1.05%
+$2.04 
HLT Hilton Worldwide Holdings Inc.
+1.05%
+$3.59 
DOV Dover Corporation
+1.04%
+$4.02 
LIN Linde plc
+1.04%
+$5.11 
VZ Verizon Communications Inc.
+1.04%
+$3.22 
ROST Ross Stores, Inc.
+1.02%
+$2.4 
BHP BHP Group Ltd.
+1.01%
+$898.8 
VTRS Viatris Inc.
+0.96%
+$1.57 
WFC Wells Fargo & Company
+0.95%
+$868.21 
NRG NRG Energy, Inc.
+0.94%
+$0.96 
STLD Steel Dynamics Inc.
+0.93%
+$4.48 
ORI Old Republic International Corp.
+0.92%
+$0.35 
DLTR Dollar Tree, Inc.
+0.88%
+$1.1 
KHC The Kraft Heinz Company
+0.86%
+$0.2 
PNC The PNC Financial Services Group, Inc.
+0.86%
+$1.84 
KR Kroger Co.
+0.85%
+$3.21 
GM General Motors Company
+0.85%
+$6.39 
CAG Conagra Brands Inc.
+0.85%
+$0.36 
CCK Crown Holdings Inc.
+0.83%
+$0.94 
CMI Cummins Inc.
+0.83%
+$4.4 
LOW Lowe's Companies Inc.
+0.82%
+$325.22 
CTVA Corteva Inc.
+0.81%
+$0.32 
PG Procter & Gamble Co
+0.81%
+$7.68 
LLY Eli Lilly and Company
+0.81%
+$172.89 
PGR Progressive Corporation
+0.8%
+$3.4 
HIG The Hartford Insurance Group, Inc.
+0.78%
+$5.2 
HD The Home Depot, Inc.
+0.77%
+$2.39 
L Loews Corporation
+0.77%
+$3.36 
NKE Nike, Inc. - Class B
+0.75%
+$1.96 
FOXA Fox Corporation
+0.75%
+$0.96 
SYF Synchrony Financial
+0.74%
+$0.54 
SBAC SBA Communications Corporation
+0.73%
+$1.35 
AAPL Apple Inc.
+0.72%
+$59.52 
WMT Walmart Inc.
+0.72%
+$7.7 
TXT Textron Inc.
+0.72%
+$1.62 
ACN Accenture plc Class A
+0.71%
+$1.59 
TXN Texas Instruments Inc
+0.68%
+$7.64 
FISV Fiserv, Inc.
+0.67%
+$12.91 
TT Trane Technologies plc
+0.66%
+$3.03 
JNJ Johnson & Johnson
+0.64%
+$35.42 
ADM Archer-Daniels-Midland Co
+0.63%
+$0.52 
ALV Autoliv, Inc.
+0.62%
+$0.72 
AFL Aflac Inc.
+0.59%
+$0.69 
DINO HF Sinclair Corporation
+0.58%
+$5.04 
T AT&T Inc.
+0.57%
+$3.65 
ABBV AbbVie Inc.
+0.56%
+$25.28 
DG Dollar General Corporation
+0.55%
+$0.74 
AMCR Amcor plc
+0.53%
+$0.23 
V Visa Inc. Class A
+0.52%
+$27.11 
ZBH Zimmer Biomet Holdings, Inc.
+0.51%
+$26.68 
GPC Genuine Parts Company
+0.49%
+$0.65 
RDN Radian Group Inc.
+0.48%
+$0.16 
BRK-B Berkshire Hathaway Inc.
+0.48%
+$5 
OC Owens Corning
+0.43%
+$0.49 
BF-B Brown-Forman Corporation
+0.42%
+$0.36 
VLO Valero Energy Corporation
+0.41%
+$3.68 
EPR EPR Properties
+0.4%
+$0.22 
ASB Associated Banc-Corp
+0.38%
+$5.39 
ADT ADT Inc.
+0.36%
+$0.23 
MAS Masco Corporation
+0.35%
+$0.77 
SPGI S&P Global Inc.
+0.35%
+$1.49 
ALLY Ally Financial Inc.
+0.34%
+$0.26 
BNY BlackRock New York Municipal Income Trust
+0.34%
+$1.96 
TW Tradeweb Markets Inc.
+0.34%
+$0.39 
PYPL PayPal Holdings Inc
+0.34%
+$0.58 
SPG Simon Property Group, Inc.
+0.33%
+$1.34 
DIS The Walt Disney Company
+0.33%
+$7.2 
BWA BorgWarner Inc.
+0.32%
+$0.38 
FHN First Horizon Corporation
+0.31%
+$0.28 
PFE Pfizer Inc.
+0.31%
+$8.28 
TKR Timken Co.
+0.29%
+$0.33 
ADI Analog Devices, Inc.
+0.28%
+$2.28 
PPG PPG Industries Inc.
+0.27%
+$0.29 
CRBG Corebridge Financial Inc.
+0.22%
+$0.15 
CHD Church & Dwight Co., Inc.
+0.21%
+$0.44 
ABT Abbott Laboratories
+0.2%
+$10.66 
ADP Automatic Data Processing Inc.
+0.19%
+$0.56 
BSX Boston Scientific Corporation
+0.19%
+$0.34 
VTV Vanguard Value ETF
+0.19%
+$36.12 
FITB Fifth Third Bancorp
+0.18%
+$0.63 
ZION Zions Bancorporation, National Association
+0.17%
+$0.11 
PHM PulteGroup Inc.
+0.16%
+$0.56 
AXP American Express Company
+0.16%
+$51 
MPC Marathon Petroleum Corporation
+0.16%
+$0.76 
AMGN Amgen Inc.
+0.16%
+$204 
CFR Cullen/Frost Bankers Inc.
+0.16%
+$2.64 
MCD McDonald's Corporation
+0.12%
+$0.56 
OHI Omega Healthcare Investors Inc.
+0.1%
+$0.04 
BG Bunge Global S.A.
+0.1%
+$0.1 
BAC Bank of America Corporation
+0.08%
+$4.72 
OGN Organon & Co.
+0.07%
+$0.02 
WEN The Wendy's Company
+0.07%
+$0.04 
GGG Graco Inc.
+0.07%
+$2,133.66 
HBAN Huntington Bancshares Incorporated
+0.07%
+$0.29 
KRC Kilroy Realty Corporation
+0.06%
+$0.02 
FCX Freeport-McMoRan Inc.
+0.06%
+$0.04 
FIBK First Interstate Bancsystem Inc.
+0.06%
+$0.48 
MOS Mosaic Company
+0.05%
+$0.01 
RF Regions Financial Corporation
+0.04%
+$0.07 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$0.05 
ELAN Elanco Animal Health Incorporated
+0.02%
+$0.45 
SBUX Starbucks Corporation
+0.02%
+$0.08 
ASH Ashland Inc.
+0.01%
+$0.01 
EXPE Expedia Group, Inc.
0%
+$0.01 
BIIB Biogen Inc.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
LBRDK Liberty Broadband Corporation
0%
$0 
PNR Pentair plc
0%
$0 
HONIV Honeywell International Inc.
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 
MRNA Moderna, Inc.
-10.02%
-$47.39 
LCID Lucid Group, Inc.
-9%
-$0.32 
S SentinelOne Inc.
-8.88%
-$2.08 
VICR Vicor Corporation
-8.86%
-$5,398.73 
FTNT Fortinet Inc.
-7.8%
-$14.19 
PANW Palo Alto Networks, Inc.
-7.64%
-$56.6 
SNOW Snowflake Inc.
-7.48%
-$25.05 
CRWD CrowdStrike Holdings, Inc.
-7.22%
-$70.6 
DDOG Datadog, Inc. Class A Common Stock
-7.21%
-$38.42 
FIVN Five9 Inc.
-6.89%
-$14.52 
PLTR Palantir Technologies Inc.
-6.83%
-$95.83 
NET Cloudflare Inc.
-6.74%
-$21.31 
FLEX Flex Ltd.
-6.29%
-$12.4 
HPE Hewlett Packard Enterprise Company
-5.75%
-$13.48 
PATH Uipath Inc.
-5%
-$2.06 
U Unity Software Inc.
-4.36%
-$15.12 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.2%
-$25.34 
ABVX Abivax SA ADR
-4.16%
-$3.84 
INTC Intel Corporation
-4.13%
-$35.46 
CHAT Roundhill Generative AI & Technology ETF
-4.02%
-$502.5 
TTMI TTM Technologies, Inc.
-3.96%
-$2,041.09 
ZM Zoom Video Communications, Inc.
-3.94%
-$3.88 
CHRW C.H. Robinson Worldwide, Inc.
-3.86%
-$233.1 
MU Micron Technology, Inc.
-3.74%
-$34.8 
RHI Robert Half Inc.
-3.71%
-$3.83 
ANET Arista Networks, Inc.
-3.68%
-$54.68 
AMD Advanced Micro Devices, Inc.
-3.67%
-$41.24 
SRPT Sarepta Therapeutics Inc.
-3.65%
-$2.6 
ORCL Oracle Corporation
-3.61%
-$14.55 
LRCX Lam Research Corporation
-3.47%
-$9.62 
HOOD Robinhood Markets, Inc.
-3.4%
-$7.06 
BHE Benchmark Electronics Inc.
-3.39%
-$6,237.35 
COIN Coinbase Global, Inc.
-3.38%
-$6.21 
DBX Dropbox Inc.
-3.34%
-$3.66 
GLW Corning Incorporated
-3.3%
-$274.2 
APP AppLovin Corporation Class A Common Stock
-3.22%
-$17.97 
AVGO Broadcom Inc.
-3.15%
-$97.65 
JBL Jabil Inc.
-3.12%
-$8.97 
TTD The Trade Desk, Inc. Class A
-3.12%
-$1.23 
NCNO nCino, Inc.
-3.03%
-$0.64 
NVEC Nve Corp.
-3.01%
-$28.08 
AMAT Applied Materials, Inc.
-3%
-$38.73 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.95%
-$23.86 
SNX TD Synnex Corporation
-2.87%
-$7.31 
RBLX Roblox Corporation
-2.82%
-$4.32 
HPQ HP Inc.
-2.8%
-$5.19 
DELL Dell Technologies Inc.
-2.76%
-$13.05 
CRDF Cardiff Oncology Inc.
-2.7%
-$0.03 
META Meta Platforms Inc Class A
-2.7%
-$79.48 
UAL United Airlines Holdings, Inc.
-2.69%
-$2.73 
CRM Salesforce Inc
-2.6%
-$19.28 
TDC Teradata Corporation
-2.59%
-$0.81 
HOG Harley-Davidson Inc.
-2.54%
-$0.7 
JAZZ Jazz Pharmaceuticals plc
-2.52%
-$5.42 
NFLX Netflix, Inc.
-2.49%
-$23.53 
FTRE Fortrea Holdings Inc.
-2.4%
-$1.09 
VRT Vertiv Holdings Co
-2.29%
-$4.92 
SCHW Charles Schwab Corporation
-2.23%
-$92.4 
QDEL QuidelOrtho Corporation
-2.23%
-$0.31 
ADSK Autodesk, Inc.
-2.21%
-$5.41 
BMRN Biomarin Pharmaceutical Inc.
-2.15%
-$1.2 
SOLV Solventum Corporation
-2.09%
-$7.34 
MSFT Microsoft Corp.
-2.04%
-$660.3 
VBK Vanguard Small-Cap Growth ETF
-1.99%
-$126.92 
AGCO AGCO Corporation
-1.96%
-$2.08 
CSCO Cisco Systems, Inc.
-1.91%
-$2,129.4 
GOOGL Alphabet Inc
-1.91%
-$60.03 
ETN Eaton Corporation plc
-1.91%
-$7.68 
SHOP Shopify Inc.
-1.9%
-$10.17 
ETSY Etsy Inc.
-1.9%
-$1.69 
GEN Gen Digital Inc.
-1.89%
-$1.41 
EBAY eBay Inc.
-1.88%
-$9.26 
AFRM Affirm Holdings, Inc.
-1.87%
-$4.26 
GOOG Alphabet Inc
-1.8%
-$323.44 
TSLA Tesla, Inc.
-1.75%
-$3,618.84 
ATI ATI Inc.
-1.75%
-$3.32 
QQQ Invesco QQQ Trust, Series 1
-1.74%
-$1,212.48 
CBRE CBRE Group Inc.
-1.67%
-$2.27 
QQQM Invesco NASDAQ 100 ETF
-1.67%
-$1,082.16 
DE Deere & Company
-1.67%
-$10.84 
STT State Street Corp
-1.66%
-$11.1 
NVT nVent Electric plc
-1.63%
-$73.47 
EW Edwards Lifesciences Corporation
-1.62%
-$4.29 
CVNA Carvana Co.
-1.61%
-$4.87 
CNC Centene Corporation
-1.52%
-$1.07 
LFUS Littelfuse Inc.
-1.5%
-$58.9 
UNH UnitedHealth Group Incorporated
-1.5%
-$1,230.18 
VUG Vanguard Growth ETF
-1.48%
-$289.94 
APH Amphenol Corporation
-1.47%
-$38.4 
DAL Delta Air Lines, Inc.
-1.47%
-$8.05 
BX Blackstone Inc.
-1.47%
-$3.2 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.45%
-$24.5 
IWM iShares Russell 2000 ETF
-1.43%
-$902.75 
HCA HCA Healthcare Inc.
-1.4%
-$6.57 
ALK Alaska Air Group Inc.
-1.4%
-$1.02 
AMZN Amazon.com Inc
-1.34%
-$61.56 
DXC Dxc Technology Co.
-1.34%
-$2.22 
CDNS Cadence Design Systems, Inc.
-1.34%
-$4.34 
MSM MSC Industrial Direct Co., Inc.
-1.33%
-$3.48 
DOX Amdocs Limited
-1.27%
-$0.77 
IEMG iShares Core MSCI Emerging Markets ETF
-1.24%
-$44.62 
ROL Rollins, Inc.
-1.24%
-$0.42 
ENS EnerSys
-1.23%
-$2.13 
DXCM DexCom, Inc.
-1.21%
-$3.19 
BEN Franklin Resources Inc.
-1.21%
-$0.38 
BITB Bitwise Bitcoin ETF
-1.2%
-$1,137.41 
DASH DoorDash, Inc.
-1.18%
-$4.54 
EMN Eastman Chemical Company
-1.16%
-$2.22 
VOYA Voya Financial Inc.
-1.15%
-$1.09 
LSTR Landstar System Inc.
-1.14%
-$3.92 
EXEL Exelixis Inc.
-1.13%
-$2.13 
TGT Target Corporation
-1.12%
-$220.5 
BLMN Bloomin' Brands Inc.
-1.11%
-$0.33 
UBER Uber Technologies, Inc.
-1.09%
-$2.34 
RDDT Reddit Inc Class A
-1.09%
-$3.46 
ARKB Ark 21Shares Bitcoin ETF
-1.06%
-$1,007.46 
EME EMCOR Group, Inc.
-1.06%
-$7.77 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$5.39 
LOAR Loar Holdings Inc.
-1.04%
-$0.65 
SLM SLM Corporation
-1.03%
-$0.46 
R Ryder System Inc.
-0.99%
-$2.38 
UTHR United Therapeutics Corporation
-0.91%
-$4.95 
QCOM QUALCOMM Incorporated
-0.91%
-$37.26 
WCC Wesco International Inc.
-0.9%
-$3.12 
STWD Starwood Property Trust Inc.
-0.83%
-$0.21 
EVR Evercore Inc.
-0.82%
-$2.11 
SHW The Sherwin-Williams Company
-0.82%
-$2.75 
BAX Baxter International Inc.
-0.81%
-$4.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.81%
-$67.13 
MLI Mueller Industries Inc.
-0.81%
-$0.98 
PRU Prudential Financial, Inc.
-0.79%
-$2.76 
NLY Annaly Capital Management, Inc.
-0.79%
-$0.43 
FDX FedEx Corporation
-0.78%
-$2.3 
CFG Citizens Financial Group, Inc.
-0.77%
-$0.49 
VOO Vanguard S&P 500 ETF
-0.76%
-$70.33 
FHI Federated Hermes Inc.
-0.76%
-$0.43 
OSK Oshkosh Corporation
-0.74%
-$0.95 
IVV iShares Core S&P 500 ETF
-0.74%
-$1,241.23 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$2,449.43 
MCO Moody's Corporation
-0.73%
-$3.52 
FIS Fidelity National Information Services, Inc.
-0.72%
-$1.04 
JEF Jefferies Financial Group Inc.
-0.71%
-$0.96 
VT Vanguard Total World Stock ETF
-0.69%
-$145.2 
KD Kyndryl Holdings Inc.
-0.68%
-$1.17 
UPS United Parcel Service, Inc.
-0.68%
-$8.58 
MDT Medtronic plc
-0.66%
-$149.94 
IBM International Business Machines Corporation
-0.66%
-$107.8 
ETHW Bitwise Ethereum ETF
-0.66%
-$172.5 
LEN Lennar Corporation
-0.65%
-$0.51 
CRS Carpenter Technology Corporation
-0.64%
-$2.42 
GILD Gilead Sciences Inc.
-0.6%
-$2.85 
VNO Vornado Realty Trust
-0.6%
-$0.4 
ALSN Allison Transmission Holdings Inc.
-0.59%
-$0.66 
INCY Incyte Corporation
-0.56%
-$0.64 
PAYX Paychex Inc.
-0.55%
-$2.44 
MMM 3M Company
-0.54%
-$18 
NWSA News Corporation
-0.53%
-$0.16 
GPK Graphic Packaging Holding Company
-0.52%
-$0.04 
GPN Global Payments Inc.
-0.5%
-$0.42 
BAH Booz Allen Hamilton Holding Corporation
-0.5%
-$0.37 
PLD Prologis Inc.
-0.45%
-$1.73 
MS Morgan Stanley
-0.4%
-$0.73 
FTV Fortive Corporation
-0.38%
-$0.44 
KNX Knight-Swift Transportation Holdings Inc.
-0.36%
-$1.18 
NVDA NVIDIA Corporation
-0.36%
-$187.98 
TTEK Tetra Tech, Inc.
-0.35%
-$0.12 
DHR Danaher Corporation
-0.34%
-$0.78 
COR Cencora, Inc.
-0.3%
-$1.03 
NDAQ Nasdaq, Inc.
-0.3%
-$0.28 
AME Ametek Inc.
-0.29%
-$0.73 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.29%
-$1,621.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.29%
-$19.04 
PFG Principal Financial Group, Inc.
-0.28%
-$10.54 
AMH American Homes 4 Rent
-0.26%
-$0.72 
VST Vistra Corp
-0.25%
-$0.39 
VVV Valvoline Inc.
-0.24%
-$0.3 
EQH Equitable Holdings, Inc.
-0.21%
-$0.77 
MUB iShares National Muni Bond ETF
-0.18%
-$277.56 
ACI Albertsons Companies, Inc.
-0.15%
-$0.04 
GIS General Mills, Inc.
-0.15%
-$1.2 
DCI Donaldson Company, Inc.
-0.15%
-$10.14 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$0.5 
CAH Cardinal Health Inc.
-0.13%
-$0.34 
CCC CCC Intelligent Solutions Holdings Inc.
-0.13%
-$0.03 
CAT Caterpillar Inc.
-0.11%
-$0.78 
CVS CVS Health Corporation
-0.1%
-$0.54 
WTFC Wintrust Financial Corporation
-0.08%
-$0.33 
SOLS Sollensys Corp
-0.06%
-$0.27 
TECH Bio-Techne Corporation
-0.06%
-$2.83 
LEA Lear Corporation
-0.05%
-$0.07 
BMY Bristol-Myers Squibb Company
-0.05%
-$0.3 
MTG MGIC Investment Corporation
-0.04%
-$0.02 
ALGM Allegro MicroSystems, Inc.
-0.03%
-$0.02 
BA Boeing Company
-0.03%
-$5 
UNM Unum Group
-0.02%
-$0.02 
ON ON Semiconductor Corporation
-0.01%
-$0.03 Events
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Dividends
Dividend Analysis
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| Trades 1062 | Longs Won 634/1062 59% | Profit Factor 3.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5,259.77 |
| Average Win $1,176.35 | Best Trade (Oct 15) $76,160.37 | Sharpe Ratio -22.85 |
| Average Loss -$529.94 | Worst Trade (Oct 15) -$120,758.22 | Z-Score 3.09 (99.8%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $488.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24 | $6,664.67 | $8,267.52 | - | $1,602.85 | 24.05% | +0.725% |
| ABBV AbbVie Inc. | 16 | $3,304.98 | $4,559.68 | - | $1,254.7 | 37.96% | +0.558% |
| ABT Abbott Laboratories | 52 | $6,149.24 | $5,454.02 | - | -$695.22 | -11.31% | +0.196% |
| ABVX Abivax SA ADR | 1 | $133 | $88.54 | - | -$44.46 | -33.43% | -4.157% |
| ACI Albertsons Companies, Inc. | 2 | $27 | $26.02 | - | -$0.98 | -3.63% | -0.153% |
| ACN Accenture plc Class A | 1 | $268.25 | $226.51 | - | -$41.74 | -15.56% | +0.709% |
| ADI Analog Devices, Inc. | 2 | $403.29 | $810.18 | - | $406.89 | 100.89% | +0.282% |
| ADM Archer-Daniels-Midland Co | 1 | $76 | $83.45 | - | $7.45 | 9.8% | +0.627% |
| ADP Automatic Data Processing Inc. | 1 | $305 | $286.2 | - | -$18.8 | -6.16% | +0.194% |
| ADSK Autodesk, Inc. | 1 | $296 | $239.75 | - | -$56.25 | -19% | -2.207% |
| ADT ADT Inc. | 9 | $59 | $61.96 | - | $2.96 | 5.02% | +0.364% |
| AEP American Electric Power Company, Inc. | 1 | $137 | $126.53 | - | -$10.47 | -7.64% | +1.802% |
| AFL Aflac Inc. | 1 | $117 | $118.74 | - | $1.74 | 1.49% | +0.589% |
| AFRM Affirm Holdings, Inc. | 3 | $245 | $223.5 | - | -$21.5 | -8.78% | -1.87% |
| AGCO AGCO Corporation | 1 | $120 | $104.12 | - | -$15.88 | -13.23% | -1.959% |
| AIG American International Group Inc. | 2 | $149 | $160.38 | - | $11.38 | 7.64% | +1.352% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2 | $966 | $578.62 | - | -$387.38 | -40.1% | -4.196% |
| ALGM Allegro MicroSystems, Inc. | 2 | $139 | $64.7 | - | -$74.3 | -53.45% | -0.031% |
| ALK Alaska Air Group Inc. | 2 | $104 | $71.98 | - | -$32.02 | -30.79% | -1.397% |
| ALL Allstate Corporation | 1 | $238 | $242.52 | - | $4.52 | 1.9% | +1.219% |
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FAQ
Which stocks have generated the highest profits for Patrick Ross?
The largest contributions to the portfolio's profits come from the following stocks: Graco Inc - $65,336.25, iShares Core S&P 500 ETF - $24,436.4, SEI High Yield Bond & Alternative Credit ETF - $11,740.96, NVIDIA Corporation - $10,412.49, and Microsoft Corp - $9,328.28. 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: Merck & Co., Inc - $11,022.44, Apple Inc - $2,928.28, UnitedHealth Group Incorporated - $1,934.21, Broadcom Inc - $1,451.01, and Amazon.com Inc - $993.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick Ross's portfolio generate?
The portfolio generates substantial dividend income, with a total of $140,654.48 earned over time. The largest contributors to dividend income include Graco Inc - $65,265.69, SEI High Yield Bond & Alternative Credit ETF - $11,740.96, iShares National Muni Bond ETF - $9,145.44, BHP Group Ltd - $6,018.75, and SPDR S&P 500 ETF Trust - $5,589.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick Ross's monthly returns?
Patrick Ross's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Patrick Ross's strategy be considered aggressive or moderate?
Patrick Ross's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Patrick Ross's strategy?
Patrick Ross'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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