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:
9.96%
Gain -0.52%
Monthly
0.29%
Yearly
3.56%
Drawdown
8.91%
$870.27M
Equity
Holdings
$870.27M
Investment
$697.66M
-$565.54M
Profit -$4.67M
Realized
-$738.15M
Unrealized
$172.61M
Dividends
$139.75M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$4.67M
Win %
68%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$6.84M
Win %
68%
This Month
Compared to last month
Gain
-0.53%
Profit
-$4.67M
Win %
68%
This Year
Compared to last year
Gain
2%
Profit
$17.18M
Win %
64%
IESC Ies Holdings Inc.
+30.27%
+$91,517 
AMZN Amazon.com Inc
+15.32%
+$2.22M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$72,281.29 
ETN Eaton Corporation plc
+7.32%
+$50,788.14 
GOOG Alphabet Inc
+6.88%
+$661,122.54 
GOOGL Alphabet Inc
+6.73%
+$1.1M 
NVT nVent Electric plc
+6.24%
+$68,032.02 
VRT Vertiv Holdings Co
+6.18%
+$31,685.66 
AEIS Advanced Energy Industries Inc.
+5.56%
+$24,339.67 
COHR Coherent Corp.
+5.55%
+$8,049.07 
ANET Arista Networks, Inc.
+5.46%
+$61,466.08 
FTNT Fortinet Inc.
+4.99%
+$31,508.4 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$19,485.13 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$18,904.2 
FND Floor & Decor Holdings, Inc.
+4.11%
+$12,750.59 
FTI TechnipFMC plc
+3.98%
+$77,141.96 
PLXS Plexus Corp.
+3.86%
+$11,771.64 
MOD Modine Manufacturing Company
+3.69%
+$28,700.09 
MDB MongoDB Inc.
+3.56%
+$9,778.81 
TWLO Twilio Inc.
+3.36%
+$7,012.55 
TT Trane Technologies plc
+3.33%
+$16,577.11 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$52,442.05 
META Meta Platforms Inc Class A
+3.28%
+$260,868.27 
ARES Ares Management Corporation
+3.2%
+$24,550.46 
CRS Carpenter Technology Corporation
+3.17%
+$19,347.33 
ATI ATI Inc.
+3.05%
+$15,440.01 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$15,566.4 
BMI Badger Meter Inc.
+3.04%
+$7,595.3 
MSFT Microsoft Corp.
+3.02%
+$595,520.44 
LITE Lumentum Holdings Inc.
+2.99%
+$5,175 
BCPC Balchem Corporation
+2.97%
+$14,084.28 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$19,319.82 
NVDA NVIDIA Corporation
+2.93%
+$786,090.95 
VRRM Verra Mobility Corporation
+2.92%
+$3,612.45 
STRL Sterling Infrastructure, Inc.
+2.76%
+$35,608.89 
EWT iShares MSCI Taiwan ETF
+2.71%
+$10,411.65 
NOVT Novanta Inc.
+2.62%
+$28,093.52 
EVR Evercore Inc.
+2.46%
+$6,221.21 
CVX Chevron Corporation
+2.35%
+$115,440.8 
MRVL Marvell Technology, Inc.
+2.32%
+$6,807.48 
ORLY O'Reilly Automotive Inc.
+2.28%
+$6,290.39 
CNC Centene Corporation
+2.27%
+$37,831.32 
BP BP p.l.c. Sponsored ADR
+2.26%
+$8,939 
FAST Fastenal Co.
+2.25%
+$13,792.8 
GLW Corning Incorporated
+2.24%
+$37,881.06 
WDC Western Digital Corporation
+2.21%
+$10,985.85 
EOG EOG Resources, Inc.
+2.19%
+$8,198.07 
DVN Devon Energy Corporation
+2.17%
+$9,910.08 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$12,752.25 
CSCO Cisco Systems, Inc.
+2.14%
+$97,715.16 
KEYS Keysight Technologies, Inc.
+2.04%
+$7,648.81 
OXY Occidental Petroleum Corporation
+2%
+$30,150.4 
MMSI Merit Medical Systems, Inc.
+1.99%
+$13,411.16 
KRMN Karman Holdings Inc.
+1.97%
+$9,580.86 
OKE ONEOK, Inc.
+1.95%
+$13,295.34 
JCI Johnson Controls International plc
+1.93%
+$4,231.16 
AVAV AeroVironment Inc.
+1.91%
+$7,215.57 
PANW Palo Alto Networks, Inc.
+1.89%
+$19,796.85 
FIX Comfort Systems USA, Inc.
+1.88%
+$19,969.93 
EPAM Epam Systems Inc.
+1.83%
+$32,189.8 
CRM Salesforce Inc
+1.83%
+$64,836.16 
EAT Brinker International Inc.
+1.83%
+$16,899.84 
ORCL Oracle Corporation
+1.81%
+$84,957.18 
HWM Howmet Aerospace Inc.
+1.8%
+$16,623.27 
CSW CSW Industrials Inc.
+1.76%
+$9,013.9 
FROG JFrog Ltd
+1.75%
+$8,236.44 
DCI Donaldson Company, Inc.
+1.71%
+$4,564.62 
ENTG Entegris, Inc.
+1.66%
+$6,817.17 
FLEX Flex Ltd.
+1.64%
+$2,542.88 
KMI Kinder Morgan, Inc.
+1.64%
+$3,854.76 
SHEL Shell plc
+1.62%
+$62,483.82 
RMBS Rambus Inc.
+1.62%
+$11,829.09 
ACN Accenture plc Class A
+1.61%
+$5,167.97 
BSX Boston Scientific Corporation
+1.59%
+$4,497.53 
CDW CDW Corporation
+1.55%
+$5,278.5 
VZ Verizon Communications Inc.
+1.52%
+$88,217.5 
SAP SAP SE Sponsored ADR
+1.51%
+$5,197.78 
PAYC Paycom Software, Inc.
+1.51%
+$6,168.35 
LMT Lockheed Martin Corporation
+1.5%
+$21,385.14 
RRC Range Resources Corporation
+1.49%
+$5,684.06 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$389,333.78 
NOC Northrop Grumman Corporation
+1.43%
+$16,084.04 
PH Parker-Hannifin Corporation
+1.43%
+$9,040.95 
PWR Quanta Services Inc.
+1.43%
+$12,597.35 
GE General Electric Company
+1.42%
+$24,807.95 
WDAY Workday Inc.
+1.41%
+$6,420.17 
TDC Teradata Corporation
+1.41%
+$3,598.67 
SLB Schlumberger Limited
+1.39%
+$3,292.56 
KLAC KLA Corporation
+1.38%
+$20,218.88 
PWRD TCW Transform Systems ETF
+1.38%
+$19,667.13 
OWL Blue Owl Capital Inc.
+1.38%
+$3,749.34 
CIEN Ciena Corporation
+1.34%
+$3,481.01 
CAH Cardinal Health Inc.
+1.3%
+$3,013.27 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$7,645.05 
RS Reliance Inc.
+1.27%
+$3,261.37 
CMCSA Comcast Corp
+1.23%
+$17,621.85 
APG Api Group Corporation
+1.22%
+$7,748.64 
COP ConocoPhillips
+1.22%
+$26,311.72 
WFC Wells Fargo & Company
+1.19%
+$50,757.24 
BN Brookfield Corporation
+1.19%
+$15,547.53 
CVLT Commvault Systems Inc.
+1.19%
+$8,211 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,768.48 
AMAT Applied Materials, Inc.
+1.18%
+$46,580.66 
MSI Motorola Solutions, Inc.
+1.14%
+$3,687.63 
VUG Vanguard Growth ETF
+1.1%
+$9,025.65 
RBRK Rubrik, Inc.
+1.09%
+$7,278.96 
VMI Valmont Industries, Inc.
+1.07%
+$8,291.64 
TKR Timken Co.
+1.06%
+$2,203.2 
NOW ServiceNow, Inc.
+1.05%
+$24,016.64 
CW Curtiss-Wright Corporation
+1.02%
+$13,674.48 
ADBE Adobe Inc.
+1.01%
+$3,315.72 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$4,207.72 
KLIC Kulicke & Soffa Industries, Inc.
+1%
+$4,873.44 
URI United Rentals, Inc.
+0.99%
+$4,751.61 
TDY Teledyne Technologies Incorporated
+0.98%
+$6,396.41 
ADP Automatic Data Processing Inc.
+0.98%
+$11,266.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$11,779.04 
AROC Archrock Inc.
+0.96%
+$4,887.16 
TTE TotalEnergies SE
+0.95%
+$6,841.7 
MIR Mirion Technologies, Inc.
+0.94%
+$7,263.34 
UNP Union Pacific Corporation
+0.92%
+$17,747.56 
WMB The Williams Companies, Inc.
+0.89%
+$14,392.98 
SCHW Charles Schwab Corporation
+0.87%
+$15,350.79 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$5,816.2 
NDSN Nordson Corporation
+0.86%
+$2,055.29 
IBM International Business Machines Corporation
+0.86%
+$7,869.12 
GEV GE Vernova Inc.
+0.85%
+$16,453.8 
MCD McDonald's Corporation
+0.82%
+$13,193.46 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,843.95 
THC Tenet Healthcare Corporation
+0.81%
+$11,215.55 
EMR Emerson Electric Co.
+0.79%
+$2,144.08 
PSMT PriceSmart Inc.
+0.79%
+$4,988.64 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$1,493.99 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$66,493.44 
ELF Elf Beauty Inc.
+0.77%
+$2,638.44 
SHLD Global X Defense Tech ETF
+0.77%
+$3,812.16 
TSLA Tesla, Inc.
+0.76%
+$61,239.12 
MPC Marathon Petroleum Corporation
+0.76%
+$20,740.53 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$53,932.75 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,662.62 
VOO Vanguard S&P 500 ETF
+0.71%
+$18,827.79 
AME Ametek Inc.
+0.71%
+$6,211.86 
CAT Caterpillar Inc.
+0.7%
+$19,873.31 
BMY Bristol-Myers Squibb Company
+0.69%
+$10,780.65 
IVV iShares Core S&P 500 ETF
+0.69%
+$34,903.04 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$12,432.99 
CXT Crane NXT Co.
+0.68%
+$3,287.9 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$38,341.15 
CARG CarGurus, Inc.
+0.67%
+$3,588.72 
WMS Advanced Drainage Systems, Inc.
+0.66%
+$2,436.95 
PLTR Palantir Technologies Inc.
+0.65%
+$9,432.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$22,737.24 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$8,834.04 
EXPE Expedia Group, Inc.
+0.62%
+$1,605.47 
HEI Heico Corporation
+0.62%
+$2,531.62 
BROS Dutch Bros Inc.
+0.61%
+$2,842.4 
TER Teradyne, Inc.
+0.6%
+$3,361.62 
RJF Raymond James Financial Inc.
+0.58%
+$1,946.27 
MO Altria Group, Inc.
+0.57%
+$3,882.84 
APH Amphenol Corporation
+0.55%
+$8,583.42 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$5,878.98 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$3,588.7 
CSMD Congress SMid Growth ETF
+0.54%
+$4,447.98 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$5,910.12 
STX Seagate Technology Holdings plc
+0.52%
+$5,633.71 
GM General Motors Company
+0.52%
+$2,648.68 
PSX Phillips 66
+0.51%
+$2,446.15 
Q Qnity Electronics Inc.
+0.51%
+$1,380.7 
IMAX Imax Corporation
+0.5%
+$3,770.64 
TMDX TransMedics Group Inc.
+0.5%
+$1,367.62 
IDCC InterDigital, Inc.
+0.49%
+$5,748 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$2,706 
SE Sea Ltd.
+0.47%
+$1,881 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,575.18 
PJT PJT Partners Inc.
+0.45%
+$5,123.92 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,901.54 
HEI.A Heico Corporation
+0.44%
+$1,708.58 
CSX CSX Corporation
+0.42%
+$6,377.91 
CASY Casey's General Stores Inc.
+0.4%
+$3,997 
WST West Pharmaceutical Services, Inc.
+0.4%
+$2,098.82 
PFE Pfizer Inc.
+0.4%
+$8,904.5 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$2,123.64 
RTX RTX Corporation
+0.39%
+$20,992.44 
VLO Valero Energy Corporation
+0.38%
+$4,765.95 
AVGO Broadcom Inc.
+0.37%
+$32,863.68 
PG Procter & Gamble Co
+0.37%
+$8,910.36 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$17,526.78 
BAC Bank of America Corporation
+0.36%
+$13,538.8 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$2,062.05 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$680.4 
SNA Snap-on Inc.
+0.33%
+$3,515.63 
FSS Federal Signal Corp.
+0.32%
+$1,824.8 
GD General Dynamics Corporation
+0.32%
+$6,539.2 
MRK Merck & Co., Inc.
+0.32%
+$8,623.33 
NPO EnPro Industries Inc.
+0.31%
+$2,677.2 
WEX Wex Inc.
+0.3%
+$1,097.08 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$531.37 
JPM JPMorgan Chase & Co.
+0.27%
+$17,335.48 
VT Vanguard Total World Stock ETF
+0.26%
+$9,548.08 
SEI Solaris Energy Infrastructure Inc.
+0.25%
+$660.53 
AMP Ameriprise Financial, Inc.
+0.25%
+$807.31 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$567.12 
ALLE Allegion plc
+0.22%
+$842.84 
CME CME Group Inc.
+0.21%
+$4,647.86 
JNJ Johnson & Johnson
+0.21%
+$15,103.41 
ADI Analog Devices, Inc.
+0.2%
+$503.19 
CMI Cummins Inc.
+0.19%
+$1,471.36 
INTU Intuit Inc.
+0.18%
+$566.59 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$424.2 
USB U.S. Bancorp
+0.17%
+$4,516.86 
T AT&T Inc.
+0.17%
+$3,682.28 
MS Morgan Stanley
+0.17%
+$3,772.46 
EHC Encompass Health Corporation
+0.16%
+$382.86 
KNSL Kinsale Capital Group Inc.
+0.15%
+$451.01 
CB Chubb Limited
+0.15%
+$655.08 
UMBF UMB Financial Corporation
+0.15%
+$641.77 
DELL Dell Technologies Inc.
+0.14%
+$623.84 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,155.75 
BDX Becton, Dickinson and Company
+0.1%
+$1,750.83 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,489.28 
C Citigroup Inc.
+0.1%
+$1,804.65 
WM Waste Management, Inc.
+0.1%
+$1,486.32 
WMT Walmart Inc.
+0.09%
+$1,681.23 
ABT Abbott Laboratories
+0.09%
+$348.93 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$3,318.24 
FDS FactSet Research Systems Inc.
+0.07%
+$500.85 
AEP American Electric Power Company, Inc.
+0.06%
+$685.02 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$800.06 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$14,902.89 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$438.2 
DIS The Walt Disney Company
+0.03%
+$1,052.91 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$2,093.65 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$92.02 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$49.58 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$28.84 
ILMN Illumina, Inc.
+0.01%
+$25.07 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CTVA Corteva Inc.
-11.9%
-$64,290.24 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$29,003.7 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$345,448.59 
AAPL Apple Inc.
-7.35%
-$1.38M 
KRYS Krystal Biotech Inc.
-7.01%
-$17,470.68 
MOG-A Moog Inc.
-7.01%
-$78,762.6 
SYK Stryker Corporation
-6.42%
-$15,906.08 
TROW T. Rowe Price Group, Inc.
-6.31%
-$13,591.65 
CLS Celestica Inc.
-6%
-$12,224.7 
LIN Linde plc
-5.95%
-$27,234.01 
MU Micron Technology, Inc.
-5.9%
-$255,826.36 
BRBR BellRing Brands Inc.
-5.78%
-$9,300.88 
SNDK SanDisk Corporation
-5.09%
-$24,358.62 
SPOT Spotify Technology S.A.
-4.34%
-$18,748.08 
SHOP Shopify Inc.
-4.29%
-$176,641.5 
WPM Wheaton Precious Metals Corp.
-3.84%
-$10,979.4 
AEM Agnico Eagle Mines Limited
-3.63%
-$65,524.36 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$31,220.08 
VCEL Vericel Corporation
-3.47%
-$24,324.3 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$35,619 
SW Smurfit WestRock PLC
-3.26%
-$7,150.15 
RELX Relx PLC Sponsored ADR
-3.25%
-$7,627.9 
GPN Global Payments Inc.
-3.18%
-$35,189.97 
CI The Cigna Group
-2.99%
-$48,784.33 
LGND Ligand Pharmaceuticals Inc.
-2.95%
-$42,087.5 
AVY Avery Dennison Corporation
-2.91%
-$8,500.32 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$85,135.92 
TGTX TG Therapeutics, Inc.
-2.8%
-$24,687.02 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$5,468.04 
TOL Toll Brothers Inc
-2.76%
-$9,136.98 
VRSK Verisk Analytics Inc.
-2.75%
-$11,044 
UAA Under Armour Inc.
-2.63%
-$2,764.44 
QCOM QUALCOMM Incorporated
-2.63%
-$26,190.43 
POOL Pool Corporation
-2.61%
-$6,177.69 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$31,815.03 
EWY iShares MSCI South Korea ETF
-2.55%
-$16,394.79 
ABBV AbbVie Inc.
-2.51%
-$114,596.64 
CSGP CoStar Group, Inc.
-2.38%
-$21,267.4 
AFRM Affirm Holdings, Inc.
-2.37%
-$10,925.46 
HLN Haleon Plc - ADR
-2.37%
-$3,851.28 
SATS EchoStar Corporation
-2.37%
-$811.92 
YUM Yum! Brands, Inc.
-2.37%
-$18,659.52 
DOCN DigitalOcean Holdings Inc.
-2.27%
-$6,303.57 
PCG PG&E Corporation
-2.25%
-$39,538.4 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$4,244.4 
HLI Houlihan Lokey Inc.
-2.22%
-$6,315.6 
BAX Baxter International Inc.
-2.21%
-$9,078.33 
BA Boeing Company
-2.15%
-$122,679.22 
NEM Newmont Corporation
-2.14%
-$7,283.65 
SLV iShares Silver Trust
-2.13%
-$6,220.98 
WSM Williams-Sonoma, Inc.
-2%
-$13,569.95 
NFLX Netflix, Inc.
-2%
-$105,755.1 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$11,365.23 
AWK American Water Works Company, Inc.
-1.93%
-$11,742.72 
AMD Advanced Micro Devices, Inc.
-1.9%
-$35,407.76 
RBC RBC Bearings Incorporated
-1.89%
-$6,046.9 
UTI Universal Technical Institute Inc.
-1.87%
-$13,330.52 
IRM Iron Mountain Inc.
-1.86%
-$3,925.44 
JLL Jones Lang LaSalle Inc.
-1.85%
-$6,255.15 
GMED Globus Medical Inc.
-1.83%
-$4,149.81 
CAVA Cava Group Inc.
-1.82%
-$4,376.57 
RGEN Repligen Corporation
-1.8%
-$20,857.39 
APD Air Products and Chemicals, Inc.
-1.77%
-$31,079.43 
TOST Toast Inc.
-1.77%
-$4,220.08 
PHM PulteGroup Inc.
-1.76%
-$6,528.55 
DHI D.R. Horton, Inc.
-1.7%
-$6,496.11 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,071.64 
ADM Archer-Daniels-Midland Co
-1.66%
-$4,077.62 
SQ Block, Inc.
-1.64%
-$12,996.45 
AGX Argan Inc.
-1.63%
-$4,531.2 
SNOW Snowflake Inc.
-1.62%
-$5,027.27 
SOLV Solventum Corporation
-1.59%
-$5,219.16 
LRCX Lam Research Corporation
-1.58%
-$43,625.5 
DBP Invesco DB Precious Metals Fund
-1.56%
-$3,209.01 
NET Cloudflare Inc.
-1.56%
-$11,457.18 
UTHR United Therapeutics Corporation
-1.54%
-$5,498.57 
COCO The Vita Coco Company, Inc.
-1.51%
-$7,083.13 
GLD SPDR Gold Shares
-1.49%
-$6,210.09 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$42,099.82 
NVS Novartis AG Sponsored ADR
-1.45%
-$28,416.73 
LUV Southwest Airlines Co.
-1.38%
-$23,749.74 
NKE Nike, Inc. - Class B
-1.37%
-$6,125.38 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$48,919.07 
JBTM JBT Marel Corporation
-1.35%
-$7,214.3 
PPG PPG Industries Inc.
-1.35%
-$3,124.19 
MNST Monster Beverage Corporation
-1.3%
-$38,373.05 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$4,394.48 
FCX Freeport-McMoRan Inc.
-1.28%
-$21,500.64 
STM STMicroelectronics N.V.
-1.26%
-$2,036.13 
HSY The Hershey Company
-1.23%
-$4,329.47 
MDLZ Mondelez International, Inc.
-1.22%
-$48,896.67 
UBS UBS Group AG
-1.22%
-$3,935.1 
STE STERIS plc
-1.22%
-$6,033.11 
F Ford Motor Company
-1.21%
-$3,961.8 
TJX The TJX Companies, Inc.
-1.21%
-$7,111.64 
SHW The Sherwin-Williams Company
-1.16%
-$3,327.65 
NEE NextEra Energy, Inc.
-1.15%
-$4,384.41 
DE Deere & Company
-1.13%
-$11,485.18 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$2,487.84 
RCL Royal Caribbean Group
-1.13%
-$3,144.97 
DEO Diageo plc Sponsored ADR
-1.12%
-$8,359 
LIVN LivaNova PLC
-1.12%
-$8,022.59 
TKO Tko Group Holdings Inc.
-1.09%
-$2,050 
TXN Texas Instruments Inc
-1.08%
-$17,102.37 
LOW Lowe's Companies Inc.
-1.08%
-$18,530.03 
CTAS Cintas Corporation
-1.04%
-$2,574.71 
DOC Healthpeak Properties, Inc.
-1.04%
-$3,044.5 
INTC Intel Corporation
-1.02%
-$7,529.28 
KO The Coca-Cola Company
-1.02%
-$24,948 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$9,621.98 
FOXA Fox Corporation
-1%
-$129.21 
UPS United Parcel Service, Inc.
-1%
-$23,988.3 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$11,401.9 
ROL Rollins, Inc.
-0.99%
-$3,551.48 
FLJP Franklin FTSE Japan ETF
-0.98%
-$39,761.67 
XOM Exxon Mobil Corporation
-0.97%
-$28,565.1 
ALC Alcon Inc.
-0.96%
-$3,295.73 
MCHP Microchip Technology Incorporated
-0.96%
-$1,769.76 
SN SharkNinja, Inc.
-0.95%
-$2,109.12 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$24,186.8 
TRNO Terreno Realty Corporation
-0.94%
-$3,055.92 
HWKN Hawkins Inc.
-0.92%
-$2,764.37 
HALO Halozyme Therapeutics Inc.
-0.91%
-$6,463.8 
KEX Kirby Corporation
-0.91%
-$5,080.8 
SKY Skyline Champion Corporation
-0.88%
-$5,531.61 
PGR Progressive Corporation
-0.87%
-$1,964.16 
O Realty Income Corporation
-0.87%
-$5,173.84 
INGR Ingredion Inc.
-0.87%
-$1,927.92 
LMAT Lemaitre Vascular Inc.
-0.85%
-$5,559.3 
ATO Atmos Energy Corporation
-0.85%
-$6,192.28 
GILD Gilead Sciences Inc.
-0.81%
-$16,530.28 
NVMI Nova Ltd.
-0.81%
-$2,969.61 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,748.24 
SUI Sun Communities Inc.
-0.76%
-$8,112.05 
CVS CVS Health Corporation
-0.75%
-$25,080.13 
SPGI S&P Global Inc.
-0.74%
-$2,069.19 
MA Mastercard Incorporated
-0.74%
-$31,547.78 
GSK GSK plc Sponsored ADR
-0.73%
-$3,883.6 
BLK BlackRock, Inc.
-0.73%
-$1,939.14 
VIRT Virtu Financial, Inc.
-0.73%
-$1,514.03 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$6,369 
ANF Abercrombie & Fitch Co.
-0.72%
-$1,603.44 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$150,397.86 
TRI Thomson Reuters Corp.
-0.71%
-$5,355 
MAR Marriott International Inc. - Class A
-0.71%
-$7,579.06 
MP MP Materials Corp.
-0.7%
-$1,040.81 
BJ BJ's Wholesale Club Holdings, Inc.
-0.68%
-$4,246.46 
MLI Mueller Industries Inc.
-0.67%
-$1,468.8 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$33,779.17 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$13,417.38 
DUK Duke Energy Corporation
-0.67%
-$11,685.24 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,822.7 
JBLU JetBlue Airways Corporation
-0.66%
-$800 
WPC W. P. Carey Inc.
-0.65%
-$1,732.33 
AMGN Amgen Inc.
-0.64%
-$3,447.21 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$44,108.19 
BE Bloom Energy Corporation
-0.63%
-$1,713.48 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,408.47 
AMT American Tower Corporation
-0.63%
-$11,189.3 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$5,075.89 
ACIW ACI Worldwide, Inc.
-0.62%
-$4,214.16 
EME EMCOR Group, Inc.
-0.62%
-$7,839.8 
PM Philip Morris International Inc.
-0.61%
-$34,222.07 
ECL Ecolab Inc.
-0.61%
-$2,147.76 
MSCI MSCI Inc.
-0.61%
-$9,240 
ACGL Arch Capital Group Ltd
-0.6%
-$1,591.49 
ROST Ross Stores, Inc.
-0.59%
-$5,997.01 
SCHF Schwab International Equity ETF
-0.58%
-$3,265.44 
AVTR Avantor Inc.
-0.58%
-$888 
WEC WEC Energy Group Inc.
-0.57%
-$5,354.4 
SBUX Starbucks Corporation
-0.57%
-$20,634.6 
WAB Wabtec Corporation
-0.55%
-$2,560 
COF Capital One Financial Corporation
-0.54%
-$7,922.47 
LLY Eli Lilly and Company
-0.53%
-$35,063.6 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$10,353.11 
BGCG Baillie Gifford International Concentrated Growth ETF
-0.52%
-$6,515.6 
ALL Allstate Corporation
-0.49%
-$2,353.02 
CELH Celsius Holdings Inc.
-0.48%
-$1,013.04 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$11,058.94 
SPG Simon Property Group, Inc.
-0.46%
-$7,817.42 
WSO Watsco Inc.
-0.46%
-$3,104.57 
PEP PepsiCo, Inc.
-0.46%
-$18,369.92 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$28,495.6 
TRV The Travelers Companies, Inc.
-0.43%
-$1,401.8 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$5,636.61 
HD The Home Depot, Inc.
-0.42%
-$11,032.59 
MELI MercadoLibre, Inc.
-0.41%
-$1,112.54 
ABCB Ameris Bancorp
-0.41%
-$2,717.64 
AIG American International Group Inc.
-0.39%
-$5,976.18 
ETR Entergy Corporation
-0.38%
-$1,253.78 
AXP American Express Company
-0.38%
-$5,985.46 
MDT Medtronic plc
-0.37%
-$12,263.36 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,299.75 
GPC Genuine Parts Company
-0.37%
-$831.68 
RSG Republic Services, Inc.
-0.37%
-$3,765.06 
ABNB Airbnb, Inc.
-0.37%
-$3,708.89 
KVUE Kenvue Inc.
-0.36%
-$1,330.42 
OSK Oshkosh Corporation
-0.36%
-$1,057.74 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$2,368.74 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$3,649.28 
CR Crane NXT Co.
-0.34%
-$1,131.09 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$5,775.92 
ADSK Autodesk, Inc.
-0.33%
-$6,009.85 
CL Colgate-Palmolive Company
-0.33%
-$700.5 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$5,418.56 
VST Vistra Corp
-0.29%
-$825.6 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$16,399.5 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$13,501.15 
VTV Vanguard Value ETF
-0.27%
-$875.55 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$13,075.62 
POWI Power Integrations Inc.
-0.26%
-$752.64 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$8,943.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$971 
BX Blackstone Inc.
-0.25%
-$880.66 
COST Costco Wholesale Corporation
-0.24%
-$6,409 
HBAN Huntington Bancshares Incorporated
-0.23%
-$434.03 
SXT Sensient Technologies Corporation
-0.23%
-$1,631.25 
IX Orix Corporation Sponsored ADR
-0.22%
-$845.73 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$2,872.35 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$2,464.56 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,223.07 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,118.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$5,412.96 
KR Kroger Co.
-0.21%
-$697.44 
MEDP Medpace Holdings Inc.
-0.21%
-$1,517.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$17,740.8 
NFG National Fuel Gas Company
-0.19%
-$423.84 
BKNG Booking Holdings Inc.
-0.18%
-$567.83 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$434.39 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$627.5 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$25,595.74 
FITB Fifth Third Bancorp
-0.16%
-$335.79 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$490.38 
IXUS iShares Core International Stock ETF
-0.15%
-$767.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6,764.52 
TPR Tapestry Inc.
-0.14%
-$736.26 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$391.43 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,098.8 
MKC McCormick & Company, Incorporated
-0.12%
-$470.76 
STZ Constellation Brands, Inc.
-0.12%
-$1,995.45 
TIP iShares TIPS Bond ETF
-0.1%
-$921.58 
UFPT UFP Technologies Inc.
-0.1%
-$1,032.5 
VIK Viking Holdings Ltd
-0.1%
-$491.2 
KEY KeyCorp
-0.09%
-$216.04 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$991.26 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$477.27 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,500.54 
SEIC SEI Investments Company
-0.06%
-$684.19 
CLOI VanEck CLO ETF
-0.06%
-$201.39 
ROKU Roku, Inc.
-0.06%
-$270.97 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,155.35 
VO Vanguard Mid-Cap ETF
-0.05%
-$299.68 
HOOD Robinhood Markets, Inc.
-0.05%
-$83.36 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$453.23 
V Visa Inc. Class A
-0.04%
-$3,652.9 
XEL Xcel Energy Inc.
-0.04%
-$90.3 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$146.01 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$94.98 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$264.76 
UBER Uber Technologies, Inc.
-0.01%
-$148.08 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$51.67 Events
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Dividends
Dividend Analysis
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| Trades 5632 | Longs Won 3282/5632 58% | Profit Factor 0.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.22M |
| Average Win $185,649.64 | Best Trade (Sep 30) $37.09M | Sharpe Ratio -11 |
| Average Loss -$499,933.42 | Worst Trade (Sep 30) -$80.17M | Z-Score 12.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy -$100,415.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 24066215599533933000E% | 537703378.83E% | 316.36E% | 12.01P% | 4.48T% | 7.07B% | 30.24M% | 268,418.65% | 4,158.77% |
| Consecutive Losing Trades | 1,742 | 1,568 | 1,394 | 1,220 | 1,045 | 871 | 697 | 523 | 348 | 174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 56,306 | $13.63M | $17.39M | - | $3.76M | 27.62% | -7.354% |
| ABBV AbbVie Inc. | 17,712 | $2.65M | $4.44M | - | $1.8M | 67.95% | -2.513% |
| ABCB Ameris Bancorp | 7,549 | $508,175.73 | $658,348.29 | - | $150,172.56 | 29.55% | -0.411% |
| ABNB Airbnb, Inc. | 6,623 | $848,803.62 | $1M | - | $154,713.34 | 18.23% | -0.368% |
| ABT Abbott Laboratories | 3,877 | $440,829.54 | $409,798.9 | - | -$31,030.64 | -7.04% | +0.085% |
| ACGL Arch Capital Group Ltd | 2,609 | $253,230 | $262,282.77 | - | $9,052.77 | 3.57% | -0.603% |
| ACIW ACI Worldwide, Inc. | 11,706 | $605,669.07 | $671,104.98 | - | $65,435.91 | 10.8% | -0.624% |
| ACN Accenture plc Class A | 1,965 | $589,516.79 | $326,032.8 | - | -$263,483.99 | -44.69% | +1.611% |
| ADBE Adobe Inc. | 1,321 | $615,264.87 | $330,791.61 | - | -$284,473.26 | -46.24% | +1.013% |
| ADI Analog Devices, Inc. | 680 | $216,335.59 | $249,838.8 | - | $33,503.21 | 15.49% | +0.202% |
| ADM Archer-Daniels-Midland Co | 3,043 | $221,195.53 | $241,218.61 | - | $20,023.08 | 9.05% | -1.662% |
| ADP Automatic Data Processing Inc. | 4,350 | $1M | $1.16M | - | $155,041.96 | 15.44% | +0.982% |
| ADSK Autodesk, Inc. | 7,805 | $1.86M | $1.83M | - | -$33,185.67 | -1.78% | -0.328% |
| AEIS Advanced Energy Industries Inc. | 1,595 | $362,280.6 | $461,784.38 | - | $99,503.78 | 27.47% | +5.564% |
| AEM Agnico Eagle Mines Limited | 11,957 | $814,666.84 | $1.74M | - | $922,326.55 | 113.22% | -3.635% |
| AEP American Electric Power Company, Inc. | 9,786 | $914,543.78 | $1.25M | - | $336,596.32 | 36.8% | +0.055% |
| AFRM Affirm Holdings, Inc. | 6,279 | $512,052 | $449,011.29 | - | -$63,040.71 | -12.31% | -2.375% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,884 | $384,438 | $378,185.08 | - | -$6,252.92 | -1.63% | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 22,550 | $541,432.12 | $575,476 | - | $34,043.88 | 6.29% | +0.472% |
| AGX Argan Inc. | 480 | $261,432.74 | $273,806.4 | - | $12,373.66 | 4.73% | -1.628% |
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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 - $40.35M, Airbnb, Inc - $17.68M, Alphabet Inc - $17.07M, Adobe Inc - $16.71M, and Novo Nordisk A/S Sponsored ADR - $15.47M. 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 - $50.62M, RTX Corporation - $44.04M, 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 $139.75M 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 - $4.55M, and iShares 0-5 Year TIPS Bond ETF - $2.99M. 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.
