Staci Compagno Portfolio
Invests via Portside Wealth Group, LLC | Managed by Staci Compagno
Invests via Portside Wealth Group, LLC
Managed by Staci Compagno
Automatically Tracked
Staci Compagno Profile
Private-markets investor and operating executive focused on growth-stage software, fintech and marketplace businesses, with experience sourcing deals, leading diligence and supporting go-to-market scaling. Staci Compagno brings experience across venture and corporate development roles, advising management teams on commercialization, capital strategy and customer expansion. Familiar to investors for active portfolio engagement and cross-border origination in North American and European technology markets.
Private-markets investor and operating executive focused on growth-stage software, fintech and marketplace businesses, with experience sourcing deals, leading diligence and supporting go-to-market scaling. Staci Compagno brings experience across venture and corporate development roles, advising management teams on commercialization, capital strategy and customer expansion. Familiar to investors for active portfolio engagement and cross-border origination in North American and European technology markets.
Investment Philosophy & Strategy
Focuses on growth-stage software, fintech and marketplace businesses, combining operator insight with private-markets discipline to back scalable go-to-market winners. Prioritizes repeatable revenue models, unit-economics improvement and customer expansion as signs of durable product-market fit. Deploys capital with an active, hands-on orientation—sourcing cross-border opportunities in North America and Europe, leading diligence, and structuring deals that align incentives for founders while reserving follow-on capacity for scale. Time horizon is growth-biased, with pragmatic risk control via stage-appropriate governance and commercial validation.
Focuses on growth-stage software, fintech and marketplace businesses, combining operator insight with private-markets discipline to back scalable go-to-market winners. Prioritizes repeatable revenue models, unit-economics improvement and customer expansion as signs of durable product-market fit. Deploys capital with an active, hands-on orientation—sourcing cross-border opportunities in North America and Europe, leading diligence, and structuring deals that align incentives for founders while reserving follow-on capacity for scale. Time horizon is growth-biased, with pragmatic risk control via stage-appropriate governance and commercial validation.
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:
14.6%
Gain -0.78%
Monthly
0.26%
Yearly
3.12%
Drawdown
8.91%
$861.32M
Equity
Holdings
$861.32M
Investment
$697.66M
-$574.49M
Profit -$7.21M
Realized
-$738.15M
Unrealized
$163.66M
Dividends
$141.97M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$7.21M
Win %
64%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$9.83M
Win %
64%
This Month
Compared to last month
Gain
0.62%
Profit
$5.28M
Win %
64%
This Year
Compared to last year
Gain
0.96%
Profit
$8.24M
Win %
61%
KRMN Karman Holdings Inc.
+4.22%
+$14,731.86 
RRC Range Resources Corporation
+3.65%
+$14,547.34 
HONA Honeywell Aerospace Inc.
+3.25%
+$6,057.48 
BP BP p.l.c. Sponsored ADR
+3.16%
+$13,676.67 
KMI Kinder Morgan, Inc.
+3.12%
+$7,598.32 
COP ConocoPhillips
+3.03%
+$77,846.34 
CAVA Cava Group Inc.
+3%
+$6,004.22 
EOG EOG Resources, Inc.
+2.79%
+$10,969.39 
TTE TotalEnergies SE
+2.77%
+$20,195.35 
RTX RTX Corporation
+2.72%
+$127,204.19 
DVN Devon Energy Corporation
+2.66%
+$13,523.13 
COCO The Vita Coco Company, Inc.
+2.64%
+$10,694.83 
NOC Northrop Grumman Corporation
+2.61%
+$27,530.48 
MOG-A Moog Inc.
+2.61%
+$25,504.08 
OXY Occidental Petroleum Corporation
+2.6%
+$42,533.6 
LMT Lockheed Martin Corporation
+2.49%
+$32,821.09 
IDXX IDEXX Laboratories, Inc.
+2.43%
+$39,452.35 
OKE ONEOK, Inc.
+2.4%
+$16,657.38 
SHEL Shell plc
+2.4%
+$105,414.88 
SLB Schlumberger Limited
+2.27%
+$5,326.2 
MSI Motorola Solutions, Inc.
+2.25%
+$7,689.44 
DEO Diageo plc Sponsored ADR
+2.19%
+$17,010.56 
NFG National Fuel Gas Company
+2.14%
+$4,450.32 
PM Philip Morris International Inc.
+2.11%
+$122,098.42 
CVX Chevron Corporation
+2.1%
+$117,739.14 
BRBR BellRing Brands Inc.
+1.95%
+$2,141.65 
PEP PepsiCo, Inc.
+1.94%
+$71,470.47 
FTI TechnipFMC plc
+1.92%
+$36,881.74 
WEC WEC Energy Group Inc.
+1.84%
+$16,615.54 
UL Unilever PLC Sponsored American Depositary Receipt
+1.84%
+$54,468.68 
F Ford Motor Company
+1.83%
+$4,952.25 
TJX The TJX Companies, Inc.
+1.78%
+$9,537.8 
AEP American Electric Power Company, Inc.
+1.74%
+$21,137.76 
ATO Atmos Energy Corporation
+1.7%
+$11,631.52 
DUK Duke Energy Corporation
+1.67%
+$27,543.78 
XOM Exxon Mobil Corporation
+1.64%
+$53,582.9 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+1.64%
+$3,065.4 
GD General Dynamics Corporation
+1.47%
+$26,558.81 
CASY Casey's General Stores Inc.
+1.46%
+$11,225.86 
MDLZ Mondelez International, Inc.
+1.43%
+$57,151.86 
BUD Anheuser-Busch InBev S.A. ADR
+1.38%
+$6,995.52 
USB U.S. Bancorp
+1.37%
+$32,234.46 
MO Altria Group, Inc.
+1.34%
+$9,856.44 
NEM Newmont Corporation
+1.34%
+$5,507.15 
AMT American Tower Corporation
+1.31%
+$24,209.36 
COST Costco Wholesale Corporation
+1.28%
+$35,193.72 
KO The Coca-Cola Company
+1.27%
+$32,432.4 
ALL Allstate Corporation
+1.27%
+$5,502.38 
PSX Phillips 66
+1.24%
+$8,108.7 
IX Orix Corporation Sponsored ADR
+1.23%
+$4,228.65 
AIG American International Group Inc.
+1.21%
+$18,506.88 
RS Reliance Inc.
+1.21%
+$3,149 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+1.18%
+$18,158.86 
AWK American Water Works Company, Inc.
+1.17%
+$6,938.91 
POOL Pool Corporation
+1.17%
+$2,448.71 
GE General Electric Company
+1.15%
+$17,705.88 
GSK GSK plc Sponsored ADR
+1.06%
+$5,314.4 
CMCSA Comcast Corp
+1.06%
+$13,975.95 
HLN Haleon Plc - ADR
+1.06%
+$1,684.93 
MRK Merck & Co., Inc.
+1.03%
+$31,548 
RELX Relx PLC Sponsored ADR
+1.03%
+$2,531.95 
ACGL Arch Capital Group Ltd
+1%
+$2,582.91 
ROST Ross Stores, Inc.
+0.96%
+$9,035.48 
BRK-B Berkshire Hathaway Inc.
+0.95%
+$46,926.54 
WMB The Williams Companies, Inc.
+0.93%
+$14,621.44 
SHLD Global X Defense Tech ETF
+0.92%
+$4,447.52 
NEE NextEra Energy, Inc.
+0.91%
+$3,103.82 
MAR Marriott International Inc. - Class A
+0.91%
+$9,981.43 
STZ Constellation Brands, Inc.
+0.9%
+$15,564.51 
MKC McCormick & Company, Incorporated
+0.9%
+$3,216.86 
SYK Stryker Corporation
+0.89%
+$1,865.44 
VZ Verizon Communications Inc.
+0.89%
+$49,779.87 
XEL Xcel Energy Inc.
+0.88%
+$1,986.6 
KR Kroger Co.
+0.88%
+$3,196.6 
SUI Sun Communities Inc.
+0.88%
+$8,667.08 
COF Capital One Financial Corporation
+0.87%
+$12,093.98 
HD The Home Depot, Inc.
+0.87%
+$21,191.79 
HGER Harbor Commodity All-Weather Fund
+0.86%
+$47,514.48 
WTW Willis Towers Watson Public Limited Company
+0.83%
+$8,996.46 
PCG PG&E Corporation
+0.81%
+$10,378.83 
LIN Linde plc
+0.78%
+$3,456 
PGR Progressive Corporation
+0.78%
+$1,752.96 
PG Procter & Gamble Co
+0.76%
+$20,174.4 
CMI Cummins Inc.
+0.74%
+$4,769.75 
HWM Howmet Aerospace Inc.
+0.74%
+$5,440.94 
CME CME Group Inc.
+0.72%
+$17,082.63 
WMT Walmart Inc.
+0.72%
+$14,290.2 
O Realty Income Corporation
+0.72%
+$3,695.6 
HEI.A Heico Corporation
+0.72%
+$2,509.92 
ETR Entergy Corporation
+0.71%
+$2,262.92 
JPM JPMorgan Chase & Co.
+0.71%
+$43,891.96 
MNST Monster Beverage Corporation
+0.71%
+$19,337.6 
SW Smurfit WestRock PLC
+0.7%
+$1,337.77 
JNJ Johnson & Johnson
+0.7%
+$50,439.69 
MCHP Microchip Technology Incorporated
+0.69%
+$1,265.87 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$3,241.2 
INGR Ingredion Inc.
+0.66%
+$1,429.32 
TT Trane Technologies plc
+0.66%
+$3,401.31 
LOW Lowe's Companies Inc.
+0.66%
+$10,489.45 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.65%
+$4,164 
GM General Motors Company
+0.65%
+$3,109.32 
CI The Cigna Group
+0.63%
+$10,708.74 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.62%
+$1,070.55 
HSY The Hershey Company
+0.62%
+$2,075.39 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$1,484.71 
POWI Power Integrations Inc.
+0.59%
+$1,246.56 
CB Chubb Limited
+0.58%
+$2,527.61 
WPC W. P. Carey Inc.
+0.57%
+$1,335.33 
ABBV AbbVie Inc.
+0.57%
+$28,516.32 
WFC Wells Fargo & Company
+0.56%
+$23,139.33 
LLY Eli Lilly and Company
+0.55%
+$39,039.34 
ORLY O'Reilly Automotive Inc.
+0.54%
+$1,501.47 
HEI Heico Corporation
+0.53%
+$1,884.27 
TXN Texas Instruments Inc
+0.51%
+$8,076 
KVUE Kenvue Inc.
+0.51%
+$1,805.57 
VLO Valero Energy Corporation
+0.51%
+$9,011.26 
ISRG Intuitive Surgical, Inc.
+0.51%
+$8,956.65 
FAST Fastenal Co.
+0.5%
+$3,284 
AROC Archrock Inc.
+0.46%
+$1,940.49 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.46%
+$11,059.01 
KNSL Kinsale Capital Group Inc.
+0.45%
+$1,312 
TPR Tapestry Inc.
+0.44%
+$1,858.18 
PJT PJT Partners Inc.
+0.44%
+$4,045.2 
CL Colgate-Palmolive Company
+0.43%
+$934 
GWX SPDR S&P International Small Cap ETF
+0.43%
+$8,790.73 
GEV GE Vernova Inc.
+0.39%
+$7,167.6 
C Citigroup Inc.
+0.39%
+$6,663.84 
TRV The Travelers Companies, Inc.
+0.39%
+$1,281.4 
CXT Crane NXT Co.
+0.38%
+$1,925.77 
NVS Novartis AG Sponsored ADR
+0.37%
+$6,949.04 
SPG Simon Property Group, Inc.
+0.35%
+$5,260.32 
V Visa Inc. Class A
+0.34%
+$35,487.84 
CELH Celsius Holdings Inc.
+0.32%
+$651.24 
T AT&T Inc.
+0.32%
+$6,904.27 
PH Parker-Hannifin Corporation
+0.28%
+$1,803.58 
RIO Rio Tinto Plc Sponsored ADR
+0.27%
+$1,722.72 
NKE Nike, Inc. - Class B
+0.26%
+$1,003.29 
SPGI S&P Global Inc.
+0.23%
+$674 
SXT Sensient Technologies Corporation
+0.22%
+$1,631.25 
MPC Marathon Petroleum Corporation
+0.2%
+$8,070.45 
AAPL Apple Inc.
+0.18%
+$34,909.72 
LECO Lincoln Electric Holdings, Inc.
+0.17%
+$773.1 
TRNO Terreno Realty Corporation
+0.16%
+$449.4 
ING ING Groep N.V. Sponsored ADR
+0.15%
+$730.05 
ADM Archer-Daniels-Midland Co
+0.13%
+$334.73 
TIP iShares TIPS Bond ETF
+0.13%
+$1,172.92 
FND Floor & Decor Holdings, Inc.
+0.13%
+$337.02 
EFV iShares MSCI EAFE Value ETF
+0.11%
+$2,166.93 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$2,426.24 
FITB Fifth Third Bancorp
+0.09%
+$167.9 
BLK BlackRock, Inc.
+0.09%
+$235.7 
PFE Pfizer Inc.
+0.09%
+$2,226.12 
TRI Thomson Reuters Corp.
+0.08%
+$688.5 
ADP Automatic Data Processing Inc.
+0.08%
+$1,000.5 
APD Air Products and Chemicals, Inc.
+0.08%
+$1,316.87 
GPC Genuine Parts Company
+0.07%
+$162.74 
FOXA Fox Corporation
+0.06%
+$8.76 
HWKN Hawkins Inc.
+0.05%
+$151 
CLOI VanEck CLO ETF
+0.05%
+$167.82 
HLI Houlihan Lokey Inc.
+0.03%
+$88.66 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$138.03 
KEY KeyCorp
+0.03%
+$54.01 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$103.32 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+0.02%
+$287.24 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$339.76 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$211.81 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$49.58 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$375.13 
SNA Snap-on Inc.
+0.01%
+$129.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$6,507.6 
VYM Vanguard High Dividend Yield ETF
+0.01%
+$50.34 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$50.12 
VTV Vanguard Value ETF
0%
+$14.84 
BSX Boston Scientific Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
DOCN DigitalOcean Holdings Inc.
-11.81%
-$29,843.83 
TWLO Twilio Inc.
-11.74%
-$35,100.99 
FROG JFrog Ltd
-9.97%
-$56,693.16 
MDB MongoDB Inc.
-9.55%
-$29,504.99 
SNOW Snowflake Inc.
-8.37%
-$29,245.73 
FTNT Fortinet Inc.
-8.1%
-$60,316.08 
PANW Palo Alto Networks, Inc.
-7.98%
-$95,089.26 
IOT Samsara Inc. Class A Common Stock
-7.82%
-$42,823.8 
DDOG Datadog, Inc. Class A Common Stock
-7.76%
-$42,817.82 
NET Cloudflare Inc.
-7.7%
-$63,313.29 
CRWD CrowdStrike Holdings, Inc.
-7.63%
-$51,525.89 
PLTR Palantir Technologies Inc.
-7.55%
-$178,397.83 
RBRK Rubrik, Inc.
-7.54%
-$83,521.4 
CVLT Commvault Systems Inc.
-6.83%
-$64,527.75 
FLEX Flex Ltd.
-6.73%
-$9,162.66 
COHR Coherent Corp.
-6.25%
-$9,119.95 
TMDX TransMedics Group Inc.
-5.99%
-$16,501.42 
STX Seagate Technology Holdings plc
-5.82%
-$50,912.19 
CIEN Ciena Corporation
-5.69%
-$14,182.7 
NOW ServiceNow, Inc.
-5.68%
-$174,741.97 
BE Bloom Energy Corporation
-5.36%
-$16,559.28 
RGEN Repligen Corporation
-5.2%
-$77,107.48 
SNDK SanDisk Corporation
-5.12%
-$26,724.17 
ARM Arm Holdings plc American Depositary Receipt
-4.98%
-$11,510.09 
INTC Intel Corporation
-4.93%
-$38,051.2 
WDC Western Digital Corporation
-4.87%
-$16,143.55 
JBLU JetBlue Airways Corporation
-4.76%
-$3,000 
AMD Advanced Micro Devices, Inc.
-4.62%
-$99,555.36 
HOOD Robinhood Markets, Inc.
-4.53%
-$9,826.06 
ORCL Oracle Corporation
-4.53%
-$224,161.91 
STRL Sterling Infrastructure, Inc.
-4.53%
-$44,832.9 
APP AppLovin Corporation Class A Common Stock
-4.46%
-$17,767.97 
RMBS Rambus Inc.
-4.45%
-$33,692.54 
AEIS Advanced Energy Industries Inc.
-4.28%
-$17,210.05 
MU Micron Technology, Inc.
-4.1%
-$188,983.65 
MRVL Marvell Technology, Inc.
-4.06%
-$15,644.44 
LITE Lumentum Holdings Inc.
-4%
-$8,690 
SHOP Shopify Inc.
-4%
-$239,559.52 
AGX Argan Inc.
-3.96%
-$6,974.4 
ANET Arista Networks, Inc.
-3.96%
-$48,355.85 
CHRW C.H. Robinson Worldwide, Inc.
-3.89%
-$40,572.29 
KLIC Kulicke & Soffa Industries, Inc.
-3.87%
-$17,777 
CRDO Credo Technology Group Holding Ltd.
-3.7%
-$21,608.09 
DELL Dell Technologies Inc.
-3.69%
-$19,467.16 
CLS Celestica Inc.
-3.68%
-$6,699.02 
KRYS Krystal Biotech Inc.
-3.64%
-$8,158.19 
LRCX Lam Research Corporation
-3.62%
-$93,262.75 
WDAY Workday Inc.
-3.61%
-$20,430.54 
META Meta Platforms Inc Class A
-3.56%
-$387,318.31 
ELF Elf Beauty Inc.
-3.52%
-$17,128.92 
AVGO Broadcom Inc.
-3.51%
-$276,146.2 
TDC Teradata Corporation
-3.49%
-$9,122.21 
GLW Corning Incorporated
-3.42%
-$59,259.35 
ENTG Entegris, Inc.
-3.39%
-$17,499.72 
AMAT Applied Materials, Inc.
-3.38%
-$114,635.4 
TGTX TG Therapeutics, Inc.
-3.37%
-$31,105.62 
SE Sea Ltd.
-3.33%
-$12,226.5 
CRM Salesforce Inc
-3.28%
-$158,467.12 
MOD Modine Manufacturing Company
-3.15%
-$19,487.95 
JKHY Jack Henry & Associates, Inc.
-3.15%
-$9,638.23 
SEI Solaris Energy Infrastructure Inc.
-3.1%
-$10,263.62 
KLAC KLA Corporation
-3.03%
-$42,954.88 
ADBE Adobe Inc.
-3%
-$9,986.76 
NFLX Netflix, Inc.
-3%
-$157,908.3 
EWY iShares MSCI South Korea ETF
-2.98%
-$18,588.74 
TSLA Tesla, Inc.
-2.98%
-$280,378.95 
NOVT Novanta Inc.
-2.9%
-$30,177.38 
ADSK Autodesk, Inc.
-2.83%
-$54,244.75 
THC Tenet Healthcare Corporation
-2.81%
-$42,236.12 
SKY Skyline Champion Corporation
-2.77%
-$17,218.11 
TER Teradyne, Inc.
-2.75%
-$14,431.94 
AFRM Affirm Holdings, Inc.
-2.74%
-$13,060.32 
INTU Intuit Inc.
-2.73%
-$8,955.94 
MSFT Microsoft Corp.
-2.71%
-$638,807.64 
EWT iShares MSCI Taiwan ETF
-2.7%
-$12,044.85 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$14,950.44 
NOK Nokia Corporation Sponsored ADR
-2.67%
-$18,302.37 
XYZ Block, Inc.
-2.66%
-$20,409.24 
IDCC InterDigital, Inc.
-2.64%
-$33,155.61 
VBK Vanguard Small-Cap Growth ETF
-2.51%
-$123,490.12 
MP MP Materials Corp.
-2.5%
-$3,732.56 
VRT Vertiv Holdings Co
-2.5%
-$12,070.72 
SCHW Charles Schwab Corporation
-2.46%
-$39,051.74 
IESC Ies Holdings Inc.
-2.42%
-$6,734.17 
CSMD Congress SMid Growth ETF
-2.41%
-$20,263.02 
SOLV Solventum Corporation
-2.38%
-$7,904.38 
MTUM iShares MSCI USA Momentum Factor ETF
-2.35%
-$4,600.81 
OWL Blue Owl Capital Inc.
-2.34%
-$5,624.01 
GOOGL Alphabet Inc
-2.27%
-$388,035.74 
UFPT UFP Technologies Inc.
-2.22%
-$27,299.3 
QQQ Invesco QQQ Trust, Series 1
-2.22%
-$82,729.76 
TOST Toast Inc.
-2.19%
-$5,129.58 
CDW CDW Corporation
-2.18%
-$7,882.56 
PAYC Paycom Software, Inc.
-2.17%
-$13,853.44 
GOOG Alphabet Inc
-2.16%
-$214,425.9 
DE Deere & Company
-2.11%
-$23,139.3 
BX Blackstone Inc.
-2.09%
-$6,274.56 
ETN Eaton Corporation plc
-2.09%
-$15,069.62 
VCEL Vericel Corporation
-2.08%
-$12,604.41 
LGND Ligand Pharmaceuticals Inc.
-2.07%
-$29,677.7 
ARES Ares Management Corporation
-2.05%
-$14,470.55 
MEDP Medpace Holdings Inc.
-2.05%
-$16,409.22 
NVMI Nova Ltd.
-2.04%
-$6,236.16 
BJ BJ's Wholesale Club Holdings, Inc.
-2.02%
-$13,246.42 
LMAT Lemaitre Vascular Inc.
-2.01%
-$10,703.25 
CSCO Cisco Systems, Inc.
-1.97%
-$86,837.81 
VUG Vanguard Growth ETF
-1.97%
-$17,129.33 
SPCX Space Exploration Technologies Corp. Class A
-1.96%
-$27,063 
SN SharkNinja, Inc.
-1.94%
-$5,083.52 
AMZN Amazon.com Inc
-1.93%
-$301,789.32 
JLL Jones Lang LaSalle Inc.
-1.92%
-$5,586.63 
WSO Watsco Inc.
-1.92%
-$12,504.96 
ATI ATI Inc.
-1.91%
-$10,061.07 
CWB SPDR Bloomberg Convertible Securities ETF
-1.9%
-$3,487.04 
MELI MercadoLibre, Inc.
-1.88%
-$4,980.69 
PWR Quanta Services Inc.
-1.87%
-$16,142.89 
ACIW ACI Worldwide, Inc.
-1.86%
-$11,471.88 
FSS Federal Signal Corp.
-1.84%
-$9,534.58 
UBER Uber Technologies, Inc.
-1.84%
-$19,398.48 
KEYS Keysight Technologies, Inc.
-1.81%
-$7,433.35 
OLLI Ollie's Bargain Outlet Holdings Inc.
-1.81%
-$9,971.72 
MPWR Monolithic Power Systems, Inc.
-1.81%
-$14,864.19 
AVAV AeroVironment Inc.
-1.8%
-$5,720.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.8%
-$515,226.14 
GMED Globus Medical Inc.
-1.79%
-$3,980.43 
LUV Southwest Airlines Co.
-1.79%
-$27,519.54 
SPOT Spotify Technology S.A.
-1.76%
-$7,744.85 
ILMN Illumina, Inc.
-1.74%
-$11,651.47 
STM STMicroelectronics N.V.
-1.72%
-$2,431.2 
NDSN Nordson Corporation
-1.71%
-$4,521.65 
MIR Mirion Technologies, Inc.
-1.71%
-$13,748.47 
EEM iShares MSCI Emerging Markets ETF
-1.69%
-$3,227.04 
BGCG Baillie Gifford International Concentrated Growth ETF
-1.68%
-$21,785.37 
ROL Rollins, Inc.
-1.68%
-$5,327.22 
Q Qnity Electronics Inc.
-1.67%
-$4,184 
PWRD TCW Transform Systems ETF
-1.64%
-$22,075.35 
FIX Comfort Systems USA, Inc.
-1.63%
-$15,123.24 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.63%
-$18,778.87 
EXPD Expeditors International of Washington, Inc.
-1.62%
-$21,625.52 
JBTM JBT Marel Corporation
-1.61%
-$6,492.87 
CNC Centene Corporation
-1.59%
-$30,703.68 
NVT nVent Electric plc
-1.58%
-$17,403.54 
IEMG iShares Core MSCI Emerging Markets ETF
-1.57%
-$118,459.68 
CARG CarGurus, Inc.
-1.57%
-$7,102.68 
APH Amphenol Corporation
-1.56%
-$49,745.4 
QCOM QUALCOMM Incorporated
-1.52%
-$17,821.26 
PLXS Plexus Corp.
-1.51%
-$4,545 
FDS FactSet Research Systems Inc.
-1.49%
-$13,286.43 
SAN Banco Santander S.A. Sponsored ADR
-1.49%
-$9,545.4 
UNH UnitedHealth Group Incorporated
-1.48%
-$9,396 
CSW CSW Industrials Inc.
-1.47%
-$6,976.4 
BDX Becton, Dickinson and Company
-1.46%
-$29,146.07 
JQUA JPMorgan U.S. Quality Factor ETF
-1.44%
-$60,281.36 
SLYG SPDR S&P 600 Small Cap Growth ETF
-1.42%
-$45,463.3 
EVR Evercore Inc.
-1.4%
-$2,896.22 
KEX Kirby Corporation
-1.36%
-$7,875.2 
SPEM SPDR Portfolio Emerging Markets ETF
-1.35%
-$118,494.72 
BKNG Booking Holdings Inc.
-1.33%
-$3,674 
VWO Vanguard FTSE Emerging Markets ETF
-1.33%
-$16,406.52 
VLUE iShares MSCI USA Value Factor ETF
-1.32%
-$2,930.88 
EME EMCOR Group, Inc.
-1.31%
-$15,179.7 
UTHR United Therapeutics Corporation
-1.29%
-$4,739.22 
GS The Goldman Sachs Group, Inc.
-1.29%
-$6,033.24 
VRTX Vertex Pharmaceuticals Incorporated
-1.28%
-$34,310.03 
BAX Baxter International Inc.
-1.28%
-$5,077.71 
MSCI MSCI Inc.
-1.27%
-$19,298.4 
LIVN LivaNova PLC
-1.27%
-$8,771.92 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$20,024.48 
IBM International Business Machines Corporation
-1.25%
-$12,071.6 
CSGP CoStar Group, Inc.
-1.25%
-$12,152.8 
SCHE Schwab Emerging Markets Equity ETF
-1.25%
-$8,442.9 
TROW T. Rowe Price Group, Inc.
-1.24%
-$2,270.33 
ABNB Airbnb, Inc.
-1.22%
-$14,106.99 
EXPE Expedia Group, Inc.
-1.21%
-$3,122.24 
SAP SAP SE Sponsored ADR
-1.19%
-$5,064.99 
EMR Emerson Electric Co.
-1.18%
-$3,470.45 
SHW The Sherwin-Williams Company
-1.15%
-$3,217.16 
IMAX Imax Corporation
-1.14%
-$9,211.36 
SPY SPDR S&P 500 ETF Trust
-1.12%
-$18,847.88 
STE STERIS plc
-1.11%
-$5,346.03 
ODFL Old Dominion Freight Line, Inc.
-1.1%
-$3,090.88 
AZN AstraZeneca PLC American Depositary Shares
-1.1%
-$12,273.74 
VOO Vanguard S&P 500 ETF
-1.09%
-$30,023.5 
OSK Oshkosh Corporation
-1.09%
-$2,903.62 
IVV iShares Core S&P 500 ETF
-1.09%
-$57,399.14 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.08%
-$63,685.3 
WMS Advanced Drainage Systems, Inc.
-1.07%
-$3,695.67 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.07%
-$8,355.93 
VMI Valmont Industries, Inc.
-1.05%
-$7,721.46 
IRM Iron Mountain Inc.
-1.04%
-$1,979.64 
JCI Johnson Controls International plc
-1.03%
-$2,321.05 
EPAM Epam Systems Inc.
-1.03%
-$21,346.92 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.03%
-$89,247.4 
IJR iShares Core S&P Small-Cap ETF
-1.03%
-$3,348.75 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-1.02%
-$5,788.4 
GPN Global Payments Inc.
-1.01%
-$10,837.5 
BOOT Boot Barn Holdings, Inc.
-1%
-$7,021.63 
VT Vanguard Total World Stock ETF
-0.99%
-$36,561.93 
NPO EnPro Industries Inc.
-0.99%
-$7,769.37 
MDY SPDR S&P MidCap 400 ETF Trust
-0.99%
-$8,297.91 
AUB Atlantic Union Bankshares Corporation
-0.97%
-$5,086.39 
CRS Carpenter Technology Corporation
-0.96%
-$4,439.58 
VST Vistra Corp
-0.96%
-$2,841.6 
URI United Rentals, Inc.
-0.95%
-$4,429.75 
AMP Ameriprise Financial, Inc.
-0.93%
-$2,729.02 
RJF Raymond James Financial Inc.
-0.92%
-$2,794.15 
NVO Novo Nordisk A/S Sponsored ADR
-0.92%
-$27,452.88 
MLI Mueller Industries Inc.
-0.92%
-$1,811.52 
MS Morgan Stanley
-0.9%
-$17,237.96 
MDT Medtronic plc
-0.88%
-$32,191.32 
PSMT PriceSmart Inc.
-0.86%
-$4,791.72 
BN Brookfield Corporation
-0.86%
-$9,794.92 
NVDA NVIDIA Corporation
-0.86%
-$256,064.34 
WSM Williams-Sonoma, Inc.
-0.82%
-$6,056.96 
UAA Under Armour Inc.
-0.82%
-$614.32 
ECL Ecolab Inc.
-0.81%
-$2,939.04 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.8%
-$15,261.01 
VO Vanguard Mid-Cap ETF
-0.79%
-$4,794.88 
EAT Brinker International Inc.
-0.77%
-$6,931.57 
MMSI Merit Medical Systems, Inc.
-0.76%
-$5,493.72 
MOAT VanEck Morningstar Wide Moat Fund
-0.74%
-$1,937.66 
UMBF UMB Financial Corporation
-0.72%
-$4,156.73 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.72%
-$5,740.23 
GILD Gilead Sciences Inc.
-0.71%
-$17,302.88 
TKO Tko Group Holdings Inc.
-0.71%
-$1,281.25 
YUM Yum! Brands, Inc.
-0.7%
-$5,316.96 
VIRT Virtu Financial, Inc.
-0.7%
-$1,408.4 
VRRM Verra Mobility Corporation
-0.68%
-$481.66 
NBIX Neurocrine Biosciences Inc.
-0.67%
-$1,419.01 
WAB Wabtec Corporation
-0.66%
-$3,024.02 
SEIC SEI Investments Company
-0.65%
-$7,811.06 
APG Api Group Corporation
-0.65%
-$4,197.18 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$1,608.38 
UBS UBS Group AG
-0.62%
-$1,785.93 
IXUS iShares Core International Stock ETF
-0.6%
-$3,069.92 
REGN Regeneron Pharmaceuticals, Inc.
-0.59%
-$10,190.54 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$14,885.64 
FLJP Franklin FTSE Japan ETF
-0.58%
-$23,958.96 
SLV iShares Silver Trust
-0.58%
-$1,637.1 
UPS United Parcel Service, Inc.
-0.57%
-$12,793.76 
CSX CSX Corporation
-0.56%
-$8,200.17 
RBC RBC Bearings Incorporated
-0.55%
-$1,558.84 
FCX Freeport-McMoRan Inc.
-0.54%
-$10,086.67 
ANF Abercrombie & Fitch Co.
-0.53%
-$1,803.89 
UNP Union Pacific Corporation
-0.53%
-$10,169.84 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.52%
-$2,931.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$44,537.17 
CAH Cardinal Health Inc.
-0.5%
-$1,282.69 
TDY Teledyne Technologies Incorporated
-0.49%
-$3,053.02 
CR Crane NXT Co.
-0.49%
-$1,586.71 
WST West Pharmaceutical Services, Inc.
-0.47%
-$2,788.22 
ALC Alcon Inc.
-0.47%
-$1,524.89 
BMI Badger Meter Inc.
-0.47%
-$1,131.62 
GLDM SPDR Gold MiniShares Trust
-0.43%
-$12,559.19 
DBP Invesco DB Precious Metals Fund
-0.41%
-$838.71 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.4%
-$83,554.6 
GLD SPDR Gold Shares
-0.4%
-$1,690.64 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.38%
-$3,574.26 
AVY Avery Dennison Corporation
-0.37%
-$1,085.5 
MA Mastercard Incorporated
-0.37%
-$16,924.59 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.37%
-$3,931.56 
AVUV Avantis U.S. Small Cap Value ETF
-0.36%
-$4,710.65 
ALNY Alnylam Pharmaceuticals Inc
-0.35%
-$598.43 
BA Boeing Company
-0.35%
-$17,010.18 
BAC Bank of America Corporation
-0.35%
-$11,077.2 
AEM Agnico Eagle Mines Limited
-0.34%
-$7,652.48 
ABCB Ameris Bancorp
-0.34%
-$2,038.23 
SCHF Schwab International Equity ETF
-0.33%
-$1,836.81 
DCI Donaldson Company, Inc.
-0.33%
-$837.81 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.33%
-$28,264.28 
CVS CVS Health Corporation
-0.3%
-$8,889.16 
TOL Toll Brothers Inc
-0.28%
-$827.62 
DHI D.R. Horton, Inc.
-0.28%
-$1,025.7 
ALLE Allegion plc
-0.28%
-$1,065.97 
PPG PPG Industries Inc.
-0.27%
-$600.01 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.26%
-$42,233.4 
TKR Timken Co.
-0.25%
-$428.4 
VRSK Verisk Analytics Inc.
-0.24%
-$903.6 
DOC Healthpeak Properties, Inc.
-0.24%
-$595.66 
BROS Dutch Bros Inc.
-0.23%
-$675.06 
CW Curtiss-Wright Corporation
-0.23%
-$2,161.06 
CTAS Cintas Corporation
-0.23%
-$578.12 
AXP American Express Company
-0.23%
-$3,346.23 
WPM Wheaton Precious Metals Corp.
-0.23%
-$757.2 
BCPC Balchem Corporation
-0.22%
-$1,093.5 
RSG Republic Services, Inc.
-0.22%
-$2,413.5 
SBUX Starbucks Corporation
-0.21%
-$7,050.15 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$1,317.85 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$927.85 
ACN Accenture plc Class A
-0.2%
-$903.9 
DIS The Walt Disney Company
-0.2%
-$7,721.34 
SNY Sanofi American Depositary Receipt
-0.2%
-$800.64 
BMY Bristol-Myers Squibb Company
-0.17%
-$2,515.49 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.16%
-$7,948.04 
HBAN Huntington Bancshares Incorporated
-0.16%
-$271.27 
CAT Caterpillar Inc.
-0.16%
-$4,170.95 
ROKU Roku, Inc.
-0.16%
-$829.82 
AVTR Avantor Inc.
-0.15%
-$277.5 
CTVA Corteva Inc.
-0.15%
-$120.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.15%
-$1,302.75 
IEFA iShares Core MSCI EAFE ETF
-0.15%
-$10,151.89 
UTI Universal Technical Institute Inc.
-0.15%
-$533.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6,482.66 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.14%
-$8,548.68 
B BARRICK MINING CORP Common Stock (ABR0)
-0.12%
-$1,639.95 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$6,938.25 
HSBC HSBC Holdings plc Sponsored ADR
-0.12%
-$833.36 
HALO Halozyme Therapeutics Inc.
-0.12%
-$1,190.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$407.82 
TLT iShares 20+ Year Treasury Bond ETF
-0.11%
-$281.69 
ABT Abbott Laboratories
-0.09%
-$368.31 
LYG Lloyds Banking Group Plc ADR
-0.09%
-$274.65 
AME Ametek Inc.
-0.08%
-$694.26 
WEX Wex Inc.
-0.07%
-$254.67 
PHM PulteGroup Inc.
-0.07%
-$230.08 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.07%
-$251 
RCL Royal Caribbean Group
-0.06%
-$155.53 
EHC Encompass Health Corporation
-0.06%
-$148.89 
JBBB Janus Henderson B-BBB CLO ETF
-0.05%
-$570.2 
WM Waste Management, Inc.
-0.04%
-$675.6 
ASML ASML Holding N.V. New York Registry Shares
-0.03%
-$1,220.8 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$1,089.63 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$387.04 
MCD McDonald's Corporation
-0.02%
-$269.87 
VIK Viking Holdings Ltd
-0.02%
-$73.68 
ADI Analog Devices, Inc.
0%
-$6.81 
AMGN Amgen Inc.
0%
-$13.9 Events
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Dividends
Dividend Analysis
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| Trades 5632 | Longs Won 3187/5632 56% | Profit Factor 0.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.22M |
| Average Win $189,856.35 | Best Trade (Sep 30) $37.09M | Sharpe Ratio -11 |
| Average Loss -$482,438.41 | Worst Trade (Sep 30) -$80.17M | Z-Score -5.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 6d | Expectancy -$102,004.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 35202750221618115000E% | 701440432.86E% | 385.97E% | 13.98P% | 5.02T% | 7.69B% | 32.08M% | 278,496.15% | 4,231.77% |
| Consecutive Losing Trades | 1,786 | 1,607 | 1,429 | 1,250 | 1,071 | 893 | 714 | 536 | 357 | 179 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 56,306 | $13.63M | $19.29M | - | $5.66M | 41.55% | +0.181% |
| ABBV AbbVie Inc. | 17,712 | $2.65M | $5.05M | - | $2.4M | 90.75% | +0.568% |
| ABCB Ameris Bancorp | 7,549 | $508,175.73 | $599,919.03 | - | $91,743.3 | 18.05% | -0.339% |
| ABNB Airbnb, Inc. | 6,623 | $848,803.62 | $1.14M | - | $291,345.83 | 34.32% | -1.222% |
| ABT Abbott Laboratories | 3,877 | $440,829.54 | $405,476.04 | - | -$35,353.5 | -8.02% | -0.091% |
| ACGL Arch Capital Group Ltd | 2,609 | $253,230 | $261,682.7 | - | $8,452.7 | 3.34% | +0.997% |
| ACIW ACI Worldwide, Inc. | 11,706 | $605,669.07 | $603,678.42 | - | -$1,990.65 | -0.33% | -1.865% |
| ACN Accenture plc Class A | 1,965 | $589,516.79 | $441,063.9 | - | -$148,452.89 | -25.18% | -0.205% |
| ADBE Adobe Inc. | 1,321 | $615,264.87 | $322,469.31 | - | -$292,795.56 | -47.59% | -3.004% |
| ADI Analog Devices, Inc. | 680 | $216,335.59 | $274,679.2 | - | $58,343.61 | 26.97% | -0.002% |
| ADM Archer-Daniels-Midland Co | 3,043 | $221,195.53 | $252,690.72 | - | $31,495.19 | 14.24% | +0.133% |
| ADP Automatic Data Processing Inc. | 4,350 | $1M | $1.24M | - | $239,519 | 23.86% | +0.081% |
| ADSK Autodesk, Inc. | 7,805 | $1.86M | $1.86M | - | -$1,887.62 | -0.1% | -2.835% |
| AEIS Advanced Energy Industries Inc. | 1,595 | $362,280.6 | $384,857.55 | - | $22,576.95 | 6.23% | -4.28% |
| AEM Agnico Eagle Mines Limited | 11,957 | $814,666.84 | $2.24M | - | $1.42M | 174.35% | -0.341% |
| AEP American Electric Power Company, Inc. | 9,786 | $914,543.78 | $1.24M | - | $322,895.92 | 35.31% | +1.738% |
| AFRM Affirm Holdings, Inc. | 6,279 | $512,052 | $463,641.36 | - | -$48,410.64 | -9.45% | -2.74% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,884 | $384,438 | $370,164.62 | - | -$14,273.38 | -3.71% | -0.11% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 22,550 | $541,432.12 | $563,975.5 | - | $22,543.38 | 4.16% | -0.517% |
| AGX Argan Inc. | 480 | $261,432.74 | $169,262.4 | - | -$92,170.34 | -35.26% | -3.957% |
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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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FAQ
Which stocks have generated the highest profits for Staci Compagno?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $40.36M, Airbnb, Inc - $17.68M, Alphabet Inc - $17.08M, Adobe Inc - $16.71M, and Novo Nordisk A/S Sponsored ADR - $15.48M. 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: Netflix, Inc - $74.83M, Microsoft Corp - $50.58M, RTX Corporation - $44.02M, Illumina, Inc - $43.29M, and Apple Inc - $40.08M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Staci Compagno's portfolio generate?
The portfolio generates substantial dividend income, with a total of $141.97M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $13.59M, BondBloxx Bloomberg Six Month Target Duration US Treasury ETF - $9M, WisdomTree Floating Rate Treasury Fund - $5.02M, iShares 0-5 Year High Yield Corporate Bond ETF - $4.65M, and Verizon Communications Inc - $3.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Staci Compagno's monthly returns?
Staci Compagno'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 Staci Compagno's strategy be considered aggressive or moderate?
Staci Compagno's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Staci Compagno's strategy?
Staci Compagno'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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