Scott Geppert Portfolio
Invests via Stonekeep Investments, LLC | Managed by Scott Geppert
Invests via Stonekeep Investments, LLC
Managed by Scott Geppert
Automatically Tracked
Scott Geppert Profile
Experienced private market investor and operating executive focused on growth-stage technology and healthcare companies. Scott Geppert brings deal sourcing, portfolio management and board experience across venture and growth equity investments, with emphasis on commercial strategy and scaling go-to-market operations. Prior roles span venture investing, corporate development and operator-level leadership; engages with founders on capital strategy and exit planning.
Experienced private market investor and operating executive focused on growth-stage technology and healthcare companies. Scott Geppert brings deal sourcing, portfolio management and board experience across venture and growth equity investments, with emphasis on commercial strategy and scaling go-to-market operations. Prior roles span venture investing, corporate development and operator-level leadership; engages with founders on capital strategy and exit planning.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare opportunities where operational involvement accelerates revenue scaling and commercial traction. Prefers concentrated, conviction investments paired with board or strategic advisory roles to drive go-to-market expansion and repeatable sales motions. Allocates capital toward companies with clear unit economics and defensible positioning, favoring multi-year growth horizons and milestone-driven follow-on reserves. Underwrites deals with quantifiable commercial KPIs, stress-tests exit paths via strategic acquirers or growth IPOs, and manages downside through staged financing and active portfolio governance.
Focuses on growth-stage technology and healthcare opportunities where operational involvement accelerates revenue scaling and commercial traction. Prefers concentrated, conviction investments paired with board or strategic advisory roles to drive go-to-market expansion and repeatable sales motions. Allocates capital toward companies with clear unit economics and defensible positioning, favoring multi-year growth horizons and milestone-driven follow-on reserves. Underwrites deals with quantifiable commercial KPIs, stress-tests exit paths via strategic acquirers or growth IPOs, and manages downside through staged financing and active portfolio governance.
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:
23.84%
Gain 0%
Monthly
0.91%
Yearly
11.55%
Drawdown
12.97%
$166.84M
Equity
Holdings
$166.84M
Investment
$154.11M
$34.39M
Profit -$8,646.5
Realized
$21.67M
Unrealized
$12.73M
Dividends
$6.18M
Goals
Avg. 2.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$8,646.5
Win %
64%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$8,646.5
Win %
64%
This Month
Compared to last month
Gain
-1.5%
Profit
-$2.54M
Win %
64%
This Year
Compared to last year
Gain
-18.93%
Profit
$11.82M
Win %
65%
ROKU Roku, Inc.
+20.08%
+$106,624.78 
JPM JPMorgan Chase & Co.
+2.31%
+$28,594.69 
TSLA Tesla, Inc.
+1.82%
+$90,927.2 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$3,852.63 
CAT Caterpillar Inc.
+1.44%
+$3,778.48 
NEE NextEra Energy, Inc.
+1.35%
+$7,268 
JNJ Johnson & Johnson
+1.07%
+$3,053.08 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$34,202.1 
NU Nu Holdings Ltd.
+0.83%
+$1,141.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$68,970.91 
UNH UnitedHealth Group Incorporated
+0.73%
+$3,534.3 
HD The Home Depot, Inc.
+0.73%
+$1,563.66 
MA Mastercard Incorporated
+0.71%
+$3,355.49 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,216.49 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$4,045.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,429 
AEP American Electric Power Company, Inc.
+0.58%
+$1,211.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$96,399.76 
IVV iShares Core S&P 500 ETF
+0.55%
+$4,085.93 
VOO Vanguard S&P 500 ETF
+0.55%
+$11,498.61 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,124.16 
GOOGL Alphabet Inc
+0.53%
+$1,952.02 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$128,143.4 
NET Cloudflare Inc.
+0.46%
+$1,450.8 
GOOG Alphabet Inc
+0.45%
+$12,630.4 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$4,565.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$21,321.84 
SCHF Schwab International Equity ETF
+0.29%
+$24,443.92 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,057.68 
VUG Vanguard Growth ETF
+0.18%
+$723.6 
BNDX Vanguard Total International Bond ETF
+0.17%
+$2,145.2 
NVDA NVIDIA Corporation
+0.16%
+$5,915.52 
MSFT Microsoft Corp.
+0.1%
+$2,346.74 
FDX FedEx Corporation
+0.09%
+$201.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$160.5 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$45.31 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$477.9 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,038.26 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$3,328.65 
MCD McDonald's Corporation
+0.01%
+$26.85 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SQ Block, Inc.
0%
$0 
HIMS Hims & Hers Health, Inc.
-7.1%
-$25,262.15 
SE Sea Ltd.
-3.21%
-$9,022.75 
LLY Eli Lilly and Company
-2.41%
-$11,822.83 
PLTR Palantir Technologies Inc.
-2.36%
-$8,086.54 
SHOP Shopify Inc.
-2.02%
-$5,575 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$13,597.28 
AAPL Apple Inc.
-1.52%
-$31,554 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$6,084.84 
TWLO Twilio Inc.
-1.23%
-$4,320.54 
AMZN Amazon.com Inc
-1.23%
-$42,946.49 
NFLX Netflix, Inc.
-1.14%
-$7,353.51 
SPOT Spotify Technology S.A.
-0.82%
-$3,588 
OPEN Opendoor Technologies Inc.
-0.67%
-$705.96 
RBLX Roblox Corporation
-0.41%
-$1,594.26 
DIS The Walt Disney Company
-0.3%
-$778.2 
META Meta Platforms Inc Class A
-0.26%
-$2,412.82 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$6,705.36 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$7,658.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$4,487.16 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$3,720.88 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$202.8 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$402.9 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$168.53 Events
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Dividends
Dividend Analysis
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| Trades 385 | Longs Won 268/385 69% | Profit Factor 38.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $348,347.22 |
| Average Win $131,767.91 | Best Trade (Dec 30) $3.78M | Sharpe Ratio 0.52 |
| Average Loss -$7,862.43 | Worst Trade (Jun 14) -$124,997.62 | Z-Score -3.91 (100%) |
| Commissions $0 | Avg. Trade Length 9m 5d | Expectancy $89,334.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
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Returns
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