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:
-3.64%
Gain
Monthly
-0.06%
Yearly
-0.71%
Drawdown
12.36%
$797.7M
Equity
Holdings
$797.7M
Investment
$643.58M
-$494.08M
Profit -$6.05M
Realized
-$648.19M
Unrealized
$154.12M
Dividends
$137.53M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6.05M
Win %
66%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$6.05M
Win %
66%
This Month
Compared to last month
Gain
-0.3%
Profit
-$2.38M
Win %
66%
This Year
Compared to last year
Gain
8.6%
Profit
$63.15M
Win %
64%
TRV The Travelers Companies, Inc.
+8.24%
+$25,278.72 
CNC Centene Corporation
+3.52%
+$53,934.75 
CASY Casey's General Stores Inc.
+3.44%
+$38,196.48 
MOG-A Moog Inc.
+3.2%
+$30,905.21 
ALL Allstate Corporation
+3.03%
+$9,675.6 
TTE TotalEnergies SE
+2.8%
+$14,065.69 
AIG American International Group Inc.
+2.71%
+$39,609.72 
PSX Phillips 66
+2.7%
+$11,565.44 
CSCO Cisco Systems, Inc.
+2.57%
+$161,036.1 
FANG Diamondback Energy Inc
+2.48%
+$11,600.73 
ADM Archer-Daniels-Midland Co
+2.43%
+$6,534.7 
VLO Valero Energy Corporation
+2.35%
+$22,190.08 
CB Chubb Limited
+2.25%
+$9,619.12 
SHEL Shell plc
+2.22%
+$76,082.37 
OXY Occidental Petroleum Corporation
+2.2%
+$39,265.68 
MU Micron Technology, Inc.
+2.2%
+$47,487.16 
LGND Ligand Pharmaceuticals Inc.
+1.95%
+$17,438.26 
ENTG Entegris, Inc.
+1.93%
+$8,678.8 
MPC Marathon Petroleum Corporation
+1.92%
+$45,427.93 
NET Cloudflare Inc.
+1.89%
+$13,746.21 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.8%
+$24,303.01 
UNH UnitedHealth Group Incorporated
+1.79%
+$11,013.74 
VST Vistra Corp
+1.72%
+$4,731.7 
GEV GE Vernova Inc.
+1.7%
+$22,110.32 
BP BP p.l.c. Sponsored ADR
+1.68%
+$4,602.3 
NOC Northrop Grumman Corporation
+1.68%
+$17,763.84 
ORCL Oracle Corporation
+1.64%
+$80,063.88 
KNSL Kinsale Capital Group Inc.
+1.63%
+$6,355.09 
CAVA Cava Group Inc.
+1.6%
+$3,987.22 
CVX Chevron Corporation
+1.58%
+$72,587.04 
MO Altria Group, Inc.
+1.51%
+$8,748.28 
UTHR United Therapeutics Corporation
+1.48%
+$5,689.31 
COP ConocoPhillips
+1.47%
+$29,773.45 
JNJ Johnson & Johnson
+1.37%
+$95,086.18 
HGER Harbor Commodity All-Weather Fund
+1.32%
+$40,036.29 
XOM Exxon Mobil Corporation
+1.32%
+$35,719.68 
ABT Abbott Laboratories
+1.3%
+$5,197.41 
EAT Brinker International Inc.
+1.26%
+$9,544.86 
KEYS Keysight Technologies, Inc.
+1.24%
+$4,285.14 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+1.21%
+$15,245.94 
Q Qnity Electronics Inc.
+1.17%
+$3,388.27 
UAA Under Armour Inc.
+1.17%
+$962.03 
IESC Ies Holdings Inc.
+1.14%
+$3,551.45 
EOG EOG Resources, Inc.
+1.13%
+$3,697.35 
GE General Electric Company
+1.13%
+$13,045.5 
F Ford Motor Company
+1.09%
+$2,515.65 
XLE Energy Select Sector SPDR Fund
+1.09%
+$3,630.1 
PANW Palo Alto Networks, Inc.
+1.06%
+$10,601.25 
FTNT Fortinet Inc.
+1.06%
+$6,783 
ADBE Adobe Inc.
+1.05%
+$5,192.55 
RRC Range Resources Corporation
+0.98%
+$3,169.44 
NVT nVent Electric plc
+0.93%
+$12,112.1 
TDY Teledyne Technologies Incorporated
+0.93%
+$6,049.6 
FROG JFrog Ltd
+0.9%
+$3,907.8 
EWY iShares MSCI South Korea ETF
+0.89%
+$5,996.22 
TGTX TG Therapeutics, Inc.
+0.89%
+$6,775.72 
ETN Eaton Corporation plc
+0.89%
+$5,311.68 
PM Philip Morris International Inc.
+0.87%
+$46,982.98 
CHRW C.H. Robinson Worldwide, Inc.
+0.83%
+$11,882.86 
GLD SPDR Gold Shares
+0.82%
+$3,000.97 
GLDM SPDR Gold MiniShares Trust
+0.81%
+$20,060.28 
CAT Caterpillar Inc.
+0.75%
+$24,376.41 
ABBV AbbVie Inc.
+0.75%
+$33,291.8 
OLLI Ollie's Bargain Outlet Holdings Inc.
+0.72%
+$3,377.28 
UPS United Parcel Service, Inc.
+0.7%
+$18,863.28 
HWM Howmet Aerospace Inc.
+0.7%
+$3,131.73 
SLV iShares Silver Trust
+0.69%
+$1,837.5 
AMT American Tower Corporation
+0.67%
+$12,118.29 
CTVA Corteva Inc.
+0.66%
+$2,931.51 
SHLD Global X Defense Tech ETF
+0.65%
+$3,293.16 
PYPL PayPal Holdings Inc
+0.64%
+$3,947.4 
DBP Invesco DB Precious Metals Fund
+0.63%
+$1,106.02 
LLY Eli Lilly and Company
+0.61%
+$44,288.19 
EPAM Epam Systems Inc.
+0.58%
+$6,334.71 
ADSK Autodesk, Inc.
+0.58%
+$8,697.5 
AWK American Water Works Company, Inc.
+0.57%
+$3,844.61 
SQ Block, Inc.
+0.57%
+$4,252.56 
IMAX Imax Corporation
+0.56%
+$2,196.48 
NVS Novartis AG Sponsored ADR
+0.55%
+$8,863.68 
HALO Halozyme Therapeutics Inc.
+0.54%
+$3,468.57 
KR Kroger Co.
+0.53%
+$1,288.36 
MPWR Monolithic Power Systems, Inc.
+0.53%
+$4,960.48 
WPC W. P. Carey Inc.
+0.51%
+$1,319.01 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.51%
+$810.88 
TER Teradyne, Inc.
+0.46%
+$1,337.7 
BMY Bristol-Myers Squibb Company
+0.45%
+$6,317.02 
RMBS Rambus Inc.
+0.45%
+$4,789.06 
GWRE GUIDEWIRE SOFTWARE INC
+0.43%
+$1,258.38 
TLT iShares 20+ Year Treasury Bond ETF
+0.43%
+$2,305.08 
CEG Constellation Energy Corporation
+0.42%
+$783.24 
OKE ONEOK, Inc.
+0.42%
+$3,167.58 
CRS Carpenter Technology Corporation
+0.42%
+$2,473.12 
CVS CVS Health Corporation
+0.42%
+$15,383.2 
MET MetLife Inc.
+0.39%
+$4,455.56 
MOD Modine Manufacturing Company
+0.38%
+$3,207.8 
ROKU Roku, Inc.
+0.37%
+$1,233.84 
NWG NatWest Group plc Sponsored ADR
+0.36%
+$1,689.48 
FCX Freeport-McMoRan Inc.
+0.36%
+$5,441.1 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.35%
+$16,629.57 
PWR Quanta Services Inc.
+0.34%
+$2,720.03 
HEI Heico Corporation
+0.31%
+$1,223.64 
TIP iShares TIPS Bond ETF
+0.31%
+$2,602.95 
UNP Union Pacific Corporation
+0.31%
+$5,849.3 
MEDP Medpace Holdings Inc.
+0.3%
+$1,838.62 
BA Boeing Company
+0.29%
+$15,123.66 
WEX Wex Inc.
+0.28%
+$898.38 
EXPD Expeditors International of Washington, Inc.
+0.24%
+$2,729.76 
OHI Omega Healthcare Investors Inc.
+0.24%
+$697.32 
AAPL Apple Inc.
+0.2%
+$35,541.06 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.2%
+$1,290.38 
CRWD CrowdStrike Holdings, Inc.
+0.17%
+$836.4 
QCOM QUALCOMM Incorporated
+0.16%
+$3,793.44 
IEF iShares 7-10 Year Treasury Bond ETF
+0.16%
+$8,095.95 
DOC Healthpeak Properties, Inc.
+0.16%
+$406.07 
GOVT iShares U.S. Treasury Bond ETF
+0.15%
+$7,376.28 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$3,102.79 
HEI.A Heico Corporation
+0.15%
+$626.22 
GD General Dynamics Corporation
+0.13%
+$2,632.77 
WTW Willis Towers Watson Public Limited Company
+0.13%
+$1,229.67 
KRMN Karman Holdings Inc.
+0.13%
+$417.36 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.11%
+$6,688.07 
MSI Motorola Solutions, Inc.
+0.11%
+$364.5 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$1,925.17 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$225.51 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.1%
+$4,610.15 
CALX Calix Inc.
+0.08%
+$284.49 
ANET Arista Networks, Inc.
+0.08%
+$799.89 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$258.75 
RTX RTX Corporation
+0.06%
+$2,651.21 
CLOI VanEck CLO ETF
+0.06%
+$202.08 
KEX Kirby Corporation
+0.04%
+$251.88 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.03%
+$718.61 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.03%
+$773.49 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$62.21 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$13,435.52 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$116.27 
CWB SPDR Bloomberg Convertible Securities ETF
+0.03%
+$57.08 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$205.16 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$190.96 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$15.74 
CSWI CSW Industrials Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.73%
-$226,267.87 
SNPS Synopsys, Inc.
-10.39%
-$117,944.26 
NFLX Netflix, Inc.
-6.94%
-$360,534.36 
UFPT UFP Technologies Inc.
-5.28%
-$51,882.95 
AMAT Applied Materials, Inc.
-5%
-$257,435.24 
PNR Pentair plc
-4.58%
-$7,558.11 
CELH Celsius Holdings Inc.
-4.37%
-$10,871.69 
SKY Skyline Champion Corporation
-4.25%
-$24,844.08 
RYAAY Ryanair Holdings plc American Depositary Receipt
-4.24%
-$19,347.49 
KO The Coca-Cola Company
-4.14%
-$91,150.98 
WSO Watsco Inc.
-3.98%
-$32,833.67 
IBP Installed Building Products Inc.
-3.56%
-$8,520.66 
IBM International Business Machines Corporation
-3.45%
-$40,090.52 
SYK Stryker Corporation
-3.31%
-$6,889.16 
JBLU JetBlue Airways Corporation
-3.28%
-$1,850 
IX Orix Corporation Sponsored ADR
-3.24%
-$9,209.31 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-3.16%
-$44,961 
POOL Pool Corporation
-3.15%
-$12,169.9 
DHI D.R. Horton, Inc.
-3.12%
-$11,582.46 
LUV Southwest Airlines Co.
-3.12%
-$37,115.54 
LOW Lowe's Companies Inc.
-2.98%
-$49,066.36 
TOL Toll Brothers Inc
-2.93%
-$7,232.16 
EWT iShares MSCI Taiwan ETF
-2.92%
-$11,404.58 
EVR Evercore Inc.
-2.9%
-$9,176.7 
META Meta Platforms Inc Class A
-2.83%
-$266,267.05 
GSK GSK plc Sponsored ADR
-2.81%
-$13,896.63 
KLAC KLA Corporation
-2.79%
-$40,942.8 
SBUX Starbucks Corporation
-2.73%
-$106,740.56 
FAST Fastenal Co.
-2.72%
-$14,559.28 
BAX Baxter International Inc.
-2.72%
-$7,957.19 
EPAC Enerpac Tool Group Corp.
-2.68%
-$6,216.8 
MNST Monster Beverage Corporation
-2.63%
-$72,895.71 
LRCX Lam Research Corporation
-2.61%
-$83,144.9 
GOOGL Alphabet Inc
-2.57%
-$424,586.28 
GOOG Alphabet Inc
-2.56%
-$269,364.2 
JBTM JBT Marel Corporation
-2.5%
-$12,690.7 
PHM PulteGroup Inc.
-2.47%
-$9,219.1 
DIS The Walt Disney Company
-2.44%
-$81,776.79 
TSLA Tesla, Inc.
-2.39%
-$234,907.92 
HD The Home Depot, Inc.
-2.35%
-$67,574.15 
APP AppLovin Corporation Class A Common Stock
-2.31%
-$9,824.26 
LECO Lincoln Electric Holdings, Inc.
-2.26%
-$8,862.6 
DEO Diageo plc Sponsored ADR
-2.25%
-$12,775.68 
ILMN Illumina, Inc.
-2.22%
-$14,318.2 
URI United Rentals, Inc.
-2.2%
-$9,098.02 
GS The Goldman Sachs Group, Inc.
-2.18%
-$12,393.72 
AVAV AeroVironment Inc.
-2.16%
-$6,511.68 
YUM Yum! Brands, Inc.
-2.16%
-$15,489.32 
VCEL Vericel Corporation
-2.15%
-$10,770.71 
AZTA Azenta, Inc.
-2.15%
-$6,512.19 
CSGP CoStar Group, Inc.
-2.14%
-$24,393.2 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2.12%
-$12,398.75 
NVO Novo Nordisk A/S Sponsored ADR
-2.12%
-$80,957.57 
CARG CarGurus, Inc.
-2.11%
-$9,766 
WMS Advanced Drainage Systems, Inc.
-2.1%
-$9,291.96 
MCD McDonald's Corporation
-2.1%
-$35,932.34 
FND Floor & Decor Holdings, Inc.
-2.1%
-$6,588.05 
SHW The Sherwin-Williams Company
-2.09%
-$10,745.32 
SE Sea Ltd.
-2.07%
-$8,089.4 
WMB The Williams Companies, Inc.
-2.07%
-$38,028.63 
TXN Texas Instruments Inc
-2.04%
-$36,438.64 
AMGN Amgen Inc.
-2.04%
-$9,906 
MELI MercadoLibre, Inc.
-2.04%
-$6,209.04 
JLL Jones Lang LaSalle Inc.
-2.04%
-$6,087.6 
MKC McCormick & Company, Incorporated
-2.02%
-$9,372.13 
TSCO Tractor Supply Company
-2.02%
-$5,869.37 
AUB Atlantic Union Bankshares Corporation
-2.01%
-$10,917.63 
GLW Corning Incorporated
-1.99%
-$44,657.55 
NVDA NVIDIA Corporation
-1.98%
-$537,122.72 
NVMI Nova Ltd.
-1.98%
-$13,039.44 
LMAT Lemaitre Vascular Inc.
-1.97%
-$12,763.58 
ALLE Allegion plc
-1.96%
-$4,892.91 
OSK Oshkosh Corporation
-1.96%
-$4,991 
FSS Federal Signal Corp.
-1.94%
-$10,491.58 
AVY Avery Dennison Corporation
-1.93%
-$5,342.4 
AXP American Express Company
-1.92%
-$29,717.65 
FDS FactSet Research Systems Inc.
-1.89%
-$12,385.26 
MAA Mid-America Apartment Communities, Inc.
-1.89%
-$10,302.16 
PEP PepsiCo, Inc.
-1.89%
-$74,413.22 
NOK Nokia Corporation Sponsored ADR
-1.88%
-$4,474.47 
STZ Constellation Brands, Inc.
-1.87%
-$32,191.96 
SAP SAP SE Sponsored ADR
-1.86%
-$7,997.57 
HSY The Hershey Company
-1.86%
-$6,971.25 
VWO Vanguard FTSE Emerging Markets ETF
-1.85%
-$15,217.49 
SPEM SPDR Portfolio Emerging Markets ETF
-1.83%
-$143,631.89 
NKE Nike, Inc. - Class B
-1.83%
-$9,020.42 
MAR Marriott International Inc. - Class A
-1.82%
-$18,894.2 
COF Capital One Financial Corporation
-1.82%
-$25,698.75 
BN Brookfield Corporation
-1.81%
-$23,696.8 
V Visa Inc. Class A
-1.8%
-$177,533.28 
TILE Interface Inc.
-1.79%
-$11,405.17 
XLC Communication Services Select Sector SPDR Fund
-1.79%
-$4,589.44 
C Citigroup Inc.
-1.79%
-$31,775.04 
IDXX IDEXX Laboratories, Inc.
-1.78%
-$34,178.59 
ELF Elf Beauty Inc.
-1.75%
-$5,347.89 
LIVN LivaNova PLC
-1.75%
-$10,426.13 
BCPC Balchem Corporation
-1.74%
-$7,959.06 
EXLS ExlService Holdings Inc.
-1.71%
-$3,605.42 
BX Blackstone Inc.
-1.69%
-$3,810.64 
SCHE Schwab Emerging Markets Equity ETF
-1.69%
-$8,205.61 
BABA Alibaba Group Holding Limited SP ADR
-1.67%
-$4,342.65 
PTC PTC Inc.
-1.65%
-$5,153.09 
BKNG Booking Holdings Inc.
-1.65%
-$5,852 
MA Mastercard Incorporated
-1.61%
-$77,427.9 
UTI Universal Technical Institute Inc.
-1.6%
-$10,867.35 
PBH Prestige Consumer Healthcare Inc.
-1.6%
-$4,992.03 
CTAS Cintas Corporation
-1.58%
-$7,393.47 
ABCB Ameris Bancorp
-1.57%
-$10,527.49 
HLI Houlihan Lokey Inc.
-1.57%
-$8,997.75 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$19,366.05 
STE STERIS plc
-1.55%
-$6,246.03 
SPGI S&P Global Inc.
-1.53%
-$5,592.99 
VIK Viking Holdings Ltd
-1.53%
-$7,770 
COO The Cooper Companies, Inc.
-1.52%
-$6,333.66 
WM Waste Management, Inc.
-1.51%
-$19,668.84 
GM General Motors Company
-1.5%
-$6,470.1 
MMSI Merit Medical Systems, Inc.
-1.5%
-$6,163.02 
THC Tenet Healthcare Corporation
-1.49%
-$15,729.12 
MSFT Microsoft Corp.
-1.49%
-$251,865.74 
TPR Tapestry Inc.
-1.48%
-$7,080.12 
JKHY Jack Henry & Associates, Inc.
-1.47%
-$3,805.2 
UBER Uber Technologies, Inc.
-1.47%
-$15,491.69 
IDCC InterDigital, Inc.
-1.46%
-$13,793.54 
ING ING Groep N.V. Sponsored ADR
-1.46%
-$4,932.48 
RBRK Rubrik, Inc.
-1.46%
-$9,287.38 
MS Morgan Stanley
-1.46%
-$33,292.81 
EME EMCOR Group, Inc.
-1.44%
-$10,775.85 
INTC Intel Corporation
-1.44%
-$10,255 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-1.42%
-$2,208.18 
RGEN Repligen Corporation
-1.39%
-$11,515.41 
DDOG Datadog, Inc. Class A Common Stock
-1.37%
-$7,714.8 
BR Broadridge Financial Solutions, Inc.
-1.36%
-$2,733.72 
SXT Sensient Technologies Corporation
-1.36%
-$7,778.01 
ASML ASML Holding N.V. New York Registry Shares
-1.34%
-$51,049.7 
MSCI MSCI Inc.
-1.32%
-$27,522.84 
BDX Becton, Dickinson and Company
-1.32%
-$16,989.72 
VUG Vanguard Growth ETF
-1.32%
-$14,206.68 
ADI Analog Devices, Inc.
-1.31%
-$3,446.55 
CRDO Credo Technology Group Holding Ltd.
-1.31%
-$6,552 
FIX Comfort Systems USA, Inc.
-1.3%
-$18,355.56 
BLK BlackRock, Inc.
-1.28%
-$3,828 
IEMG iShares Core MSCI Emerging Markets ETF
-1.28%
-$84,650 
TDG TransDigm Group Inc.
-1.27%
-$3,328.39 
MIR Mirion Technologies, Inc.
-1.27%
-$3,391.11 
CMCSA Comcast Corp
-1.27%
-$12,762.11 
ICE Intercontinental Exchange, Inc.
-1.26%
-$2,799.56 
LIN Linde plc
-1.25%
-$4,019.03 
LYG Lloyds Banking Group Plc ADR
-1.24%
-$2,977.95 
PG Procter & Gamble Co
-1.22%
-$29,529.74 
YUMC Yum China Holdings Inc.
-1.21%
-$2,229.34 
TT Trane Technologies plc
-1.21%
-$4,715.79 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$325,305.67 
RSG Republic Services, Inc.
-1.18%
-$13,984.1 
QQQ Invesco QQQ Trust, Series 1
-1.17%
-$21,250.96 
PJT PJT Partners Inc.
-1.15%
-$11,431.39 
PNC The PNC Financial Services Group, Inc.
-1.15%
-$6,162.24 
MORN Morningstar, Inc.
-1.14%
-$2,708.64 
ABNB Airbnb, Inc.
-1.14%
-$15,588.72 
GILD Gilead Sciences Inc.
-1.14%
-$24,211 
MOAT VanEck Morningstar Wide Moat Fund
-1.13%
-$2,882.86 
ECL Ecolab Inc.
-1.11%
-$3,831.13 
ODFL Old Dominion Freight Line, Inc.
-1.11%
-$3,098.14 
SLYV SPDR S&P 600 Small Cap Value ETF
-1.1%
-$8,218.26 
CVLT Commvault Systems Inc.
-1.09%
-$8,454.81 
PSMT PriceSmart Inc.
-1.08%
-$3,183.65 
XEL Xcel Energy Inc.
-1.07%
-$2,675.46 
PLTR Palantir Technologies Inc.
-1.05%
-$19,115.37 
INTU Intuit Inc.
-1.03%
-$2,250.59 
WEC WEC Energy Group Inc.
-1.02%
-$10,556.91 
APH Amphenol Corporation
-0.99%
-$14,274.32 
SAN Banco Santander S.A. Sponsored ADR
-0.99%
-$5,849.55 
APG Api Group Corporation
-0.98%
-$6,562.4 
GWX SPDR S&P International Small Cap ETF
-0.98%
-$15,199.27 
SNA Snap-on Inc.
-0.98%
-$11,615.66 
STRL Sterling Infrastructure, Inc.
-0.97%
-$27,679 
AEIS Advanced Energy Industries Inc.
-0.96%
-$4,647.84 
ETR Entergy Corporation
-0.96%
-$2,619.1 
SHOP Shopify Inc.
-0.94%
-$43,363.82 
RYAN Ryan Specialty Holdings Inc.
-0.93%
-$2,653.61 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.93%
-$79,679.14 
CXT Crane NXT Co.
-0.92%
-$4,160.64 
USB U.S. Bancorp
-0.91%
-$23,480.72 
MDLZ Mondelez International, Inc.
-0.9%
-$31,803.17 
VRT Vertiv Holdings Co
-0.9%
-$4,517.04 
NEM Newmont Corporation
-0.89%
-$3,345.3 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.89%
-$6,470.26 
UL Unilever PLC Sponsored American Depositary Receipt
-0.89%
-$23,164.03 
PCG PG&E Corporation
-0.88%
-$13,312.95 
PRIM Primoris Services Corporation
-0.87%
-$3,942.4 
AVUV Avantis U.S. Small Cap Value ETF
-0.87%
-$10,831.7 
VOO Vanguard S&P 500 ETF
-0.87%
-$22,969.49 
WFC Wells Fargo & Company
-0.86%
-$36,946.64 
IVV iShares Core S&P 500 ETF
-0.86%
-$41,255.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.86%
-$3,296.12 
CRM Salesforce Inc
-0.86%
-$25,602.52 
CSX CSX Corporation
-0.85%
-$12,500.16 
NCNO nCino, Inc.
-0.85%
-$2,013.76 
SPY SPDR S&P 500 ETF Trust
-0.85%
-$7,589.44 
CI The Cigna Group
-0.85%
-$13,065.58 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.84%
-$8,033.58 
AMZN Amazon.com Inc
-0.84%
-$127,888.51 
NPO EnPro Industries Inc.
-0.83%
-$6,987.39 
AMP Ameriprise Financial, Inc.
-0.82%
-$2,456.8 
ALC Alcon Inc.
-0.82%
-$3,093.14 
VT Vanguard Total World Stock ETF
-0.82%
-$22,351.36 
IXUS iShares Core International Stock ETF
-0.81%
-$4,202.24 
ORLY O'Reilly Automotive Inc.
-0.81%
-$2,088.8 
VMI Valmont Industries, Inc.
-0.81%
-$6,561.78 
CDW CDW Corporation
-0.81%
-$2,824.26 
DUK Duke Energy Corporation
-0.81%
-$13,271.12 
COST Costco Wholesale Corporation
-0.8%
-$20,961.33 
SEIC SEI Investments Company
-0.79%
-$8,449.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.79%
-$19,881.51 
NFG National Fuel Gas Company
-0.78%
-$1,502.08 
T AT&T Inc.
-0.77%
-$15,410.67 
AMD Advanced Micro Devices, Inc.
-0.77%
-$14,202.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.77%
-$56,329.56 
KMI Kinder Morgan, Inc.
-0.77%
-$1,842.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.74%
-$1,824 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$2,274.16 
KVUE Kenvue Inc.
-0.74%
-$2,483.74 
AEM Agnico Eagle Mines Limited
-0.73%
-$13,387 
ADP Automatic Data Processing Inc.
-0.72%
-$8,790.36 
SCHW Charles Schwab Corporation
-0.71%
-$10,765.31 
EHC Encompass Health Corporation
-0.69%
-$1,649.34 
TDC Teradata Corporation
-0.68%
-$3,275.79 
ACN Accenture plc Class A
-0.67%
-$9,729.23 
RJF Raymond James Financial Inc.
-0.67%
-$2,035.13 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.65%
-$3,024.78 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$36,550.86 
DCI Donaldson Company, Inc.
-0.64%
-$1,712.16 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.63%
-$20,769.23 
TRNO Terreno Realty Corporation
-0.63%
-$1,988.57 
ZTS Zoetis Inc.
-0.62%
-$7,930.56 
AEP American Electric Power Company, Inc.
-0.62%
-$7,911.56 
VRSK Verisk Analytics Inc.
-0.6%
-$2,498.65 
NEE NextEra Energy, Inc.
-0.59%
-$2,127.82 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.58%
-$1,881.36 
WST West Pharmaceutical Services, Inc.
-0.58%
-$3,427.6 
REGN Regeneron Pharmaceuticals, Inc.
-0.57%
-$7,635.06 
VIG Vanguard Dividend Appreciation ETF
-0.56%
-$5,952.15 
ROL Rollins, Inc.
-0.56%
-$2,330.95 
VOT Vanguard Mid-Cap Growth ETF
-0.56%
-$1,302.48 
LMT Lockheed Martin Corporation
-0.56%
-$6,543.66 
NOVT Novanta Inc.
-0.56%
-$6,020.28 
BAC Bank of America Corporation
-0.55%
-$19,535.72 
WAB Wabtec Corporation
-0.54%
-$2,166.45 
SOLV Solventum Corporation
-0.54%
-$1,606.44 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.54%
-$5,544.22 
JQUA JPMorgan U.S. Quality Factor ETF
-0.53%
-$19,552.9 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.51%
-$101,618.26 
CME CME Group Inc.
-0.51%
-$10,874.58 
VBK Vanguard Small-Cap Growth ETF
-0.51%
-$20,454.64 
AME Ametek Inc.
-0.49%
-$4,038.84 
FTI TechnipFMC plc
-0.49%
-$9,011.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.47%
-$70,405.04 
SCHF Schwab International Equity ETF
-0.46%
-$2,718.62 
AZN AstraZeneca PLC American Depositary Shares
-0.44%
-$4,197.06 
MDT Medtronic plc
-0.44%
-$13,416.94 
APD Air Products and Chemicals, Inc.
-0.44%
-$6,916.05 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$19,111.04 
CHTR Charter Communications Inc
-0.42%
-$581.64 
CR Crane NXT Co.
-0.41%
-$1,425.78 
CSMD Congress SMid Growth ETF
-0.39%
-$11,455.56 
HWKN Hawkins Inc.
-0.39%
-$1,212.96 
VZ Verizon Communications Inc.
-0.39%
-$22,337.66 
WSM Williams-Sonoma, Inc.
-0.39%
-$2,449.04 
WMT Walmart Inc.
-0.38%
-$6,282.76 
SLB Schlumberger Limited
-0.38%
-$782.82 
ACIW ACI Worldwide, Inc.
-0.37%
-$2,152.7 
VYM Vanguard High Dividend Yield ETF
-0.37%
-$1,435.73 
TJX The TJX Companies, Inc.
-0.35%
-$2,246.71 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,541.01 
PH Parker-Hannifin Corporation
-0.33%
-$2,079.52 
SPOT Spotify Technology S.A.
-0.33%
-$1,178 
PODD Insulet Corporation
-0.33%
-$780.57 
EFV iShares MSCI EAFE Value ETF
-0.3%
-$5,102.4 
HON Honeywell International Inc.
-0.3%
-$730.32 
DHR Danaher Corporation
-0.3%
-$656.36 
PEN Penumbra Inc.
-0.3%
-$2,054.85 
XLI Industrial Select Sector SPDR Fund
-0.29%
-$1,609.61 
JPM JPMorgan Chase & Co.
-0.29%
-$17,706.15 
ARES Ares Management Corporation
-0.29%
-$1,761.48 
AVGO Broadcom Inc.
-0.28%
-$23,005.18 
ATO Atmos Energy Corporation
-0.28%
-$1,008.42 
DE Deere & Company
-0.28%
-$2,549.14 
CW Curtiss-Wright Corporation
-0.27%
-$3,837.11 
BMI Badger Meter Inc.
-0.27%
-$674 
VRTX Vertex Pharmaceuticals Incorporated
-0.25%
-$5,837.14 
SPG Simon Property Group, Inc.
-0.24%
-$3,908.3 
BJ BJ's Wholesale Club Holdings, Inc.
-0.23%
-$1,422.65 
WDAY Workday Inc.
-0.22%
-$831.36 
HSBC HSBC Holdings plc Sponsored ADR
-0.21%
-$1,827.42 
MTUM iShares MSCI USA Momentum Factor ETF
-0.2%
-$664.8 
AGX Argan Inc.
-0.19%
-$567.53 
CMI Cummins Inc.
-0.17%
-$1,243.93 
O Realty Income Corporation
-0.16%
-$943.95 
RS Reliance Inc.
-0.16%
-$590.62 
B BARRICK MINING CORP Common Stock (ABR0)
-0.14%
-$1,433.25 
MRK Merck & Co., Inc.
-0.14%
-$3,596.58 
NOW ServiceNow, Inc.
-0.12%
-$3,190.68 
AES AES Corporation
-0.1%
-$1,438.5 
PFE Pfizer Inc.
-0.1%
-$2,137.87 
BOOT Boot Barn Holdings, Inc.
-0.09%
-$739.85 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$159 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.07%
-$457.1 
SNY Sanofi American Depositary Receipt
-0.04%
-$103.04 
RBC RBC Bearings Incorporated
-0.04%
-$126.95 
JBBB Janus Henderson B-BBB CLO ETF
-0.03%
-$317.43 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$1,889.33 
PWRD TCW Transform Systems ETF
-0.02%
-$360.27 
ROST Ross Stores, Inc.
-0.02%
-$151.95 
AON Aon plc
-0.01%
-$163.68 Events
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Dividends
Dividend Analysis
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| Trades 5128 | Longs Won 2828/5128 55% | Profit Factor 0.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.27M |
| Average Win $197,493.84 | Best Trade (Sep 30) $37.09M | Sharpe Ratio -10.82 |
| Average Loss -$457,647.11 | Worst Trade (Sep 30) -$80.17M | Z-Score 3.52 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 4w 1d | Expectancy -$96,348.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| 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, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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