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:
29.82%
Gain -0.04%
Monthly
0.99%
Yearly
12.54%
Drawdown
12.59%
$173.57M
Equity
Holdings
$173.57M
Investment
$157.9M
$37.15M
Profit -$66,712.27
Realized
$21.49M
Unrealized
$15.66M
Dividends
$6.86M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$66,712.27
Win %
65%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$66,712.27
Win %
65%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.04M
Win %
65%
This Year
Compared to last year
Gain
1.19%
Profit
$2.06M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$525,108.17 
ETN Eaton Corporation plc
+7.32%
+$14,155 
GOOG Alphabet Inc
+6.88%
+$180,544.2 
GOOGL Alphabet Inc
+6.73%
+$22,964.34 
TWLO Twilio Inc.
+3.36%
+$10,736.77 
META Meta Platforms Inc Class A
+3.28%
+$30,073.66 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$15,363.36 
MSFT Microsoft Corp.
+3.02%
+$79,826.76 
NVDA NVIDIA Corporation
+2.93%
+$108,164.66 
HIMS Hims & Hers Health, Inc.
+2.7%
+$8,733.71 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,362.8 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$2,789.87 
VUG Vanguard Growth ETF
+1.1%
+$4,486.32 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$89,842.48 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$35,579.52 
TSLA Tesla, Inc.
+0.76%
+$29,643.71 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,521.42 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,175.9 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,022.38 
CAT Caterpillar Inc.
+0.7%
+$1,672.65 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,032.96 
PLTR Palantir Technologies Inc.
+0.65%
+$2,127.19 
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
+0.6%
+$5,066.92 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$160,652.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,512.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$95,201.62 
SE Sea Ltd.
+0.47%
+$1,582 
AVGO Broadcom Inc.
+0.37%
+$868.32 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$498.39 
JPM JPMorgan Chase & Co.
+0.27%
+$5,482.08 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$1,059.47 
WMT Walmart Inc.
+0.09%
+$271.61 
AEP American Electric Power Company, Inc.
+0.06%
+$119.7 
DIS The Walt Disney Company
+0.03%
+$79.5 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$45.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,038.26 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,445.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RBLX Roblox Corporation
-26.85%
-$118,544.9 
AAPL Apple Inc.
-7.35%
-$191,942.56 
SPOT Spotify Technology S.A.
-4.34%
-$20,697.7 
SHOP Shopify Inc.
-4.29%
-$13,266.75 
ABBV AbbVie Inc.
-2.51%
-$5,324.81 
NFLX Netflix, Inc.
-2%
-$12,234.8 
TOST Toast Inc.
-1.77%
-$4,344.2 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,240.5 
SQ Block, Inc.
-1.64%
-$4,757.4 
SNOW Snowflake Inc.
-1.62%
-$4,000.61 
NET Cloudflare Inc.
-1.56%
-$6,306.3 
OPEN Opendoor Technologies Inc.
-1.31%
-$1,175.15 
NEE NextEra Energy, Inc.
-1.15%
-$6,606.41 
DE Deere & Company
-1.13%
-$2,658.8 
NU Nu Holdings Ltd.
-1.1%
-$1,879.2 
KO The Coca-Cola Company
-1.02%
-$2,854.8 
XOM Exxon Mobil Corporation
-0.97%
-$5,870.61 
D Dominion Energy, Inc.
-0.8%
-$1,736.56 
MA Mastercard Incorporated
-0.74%
-$4,109.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$42,949.17 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,695.58 
SCHF Schwab International Equity ETF
-0.58%
-$49,544.64 
LLY Eli Lilly and Company
-0.53%
-$2,592.99 
PEP PepsiCo, Inc.
-0.46%
-$952.32 
HD The Home Depot, Inc.
-0.42%
-$917.41 
FDX FedEx Corporation
-0.37%
-$747.5 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$779.46 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$15,704.92 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$11,905.86 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$16,970.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$9,354.5 
BNDX Vanguard Total International Bond ETF
-0.23%
-$3,087.92 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,798.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,417.04 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$3,903.76 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,006.65 
ROKU Roku, Inc.
-0.06%
-$350.97 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$321.29 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$278.59 
V Visa Inc. Class A
-0.04%
-$85.11 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$337.06 Events
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Dividends
Dividend Analysis
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| Trades 454 | Longs Won 317/454 69% | Profit Factor 20.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $351,608.04 |
| Average Win $123,565.21 | Best Trade (Aug 14) $4.57M | Sharpe Ratio 0.56 |
| Average Loss -$14,185.87 | Worst Trade (Aug 02) -$756,320.22 | Z-Score -2.55 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy $81,836 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,828 | $2.02M | $2.42M | - | $402,581.19 | 19.97% | -7.354% |
| ABBV AbbVie Inc. | 823 | $207,000 | $206,523.62 | - | -$476.38 | -0.23% | -2.513% |
| AEP American Electric Power Company, Inc. | 1,710 | $224,643 | $218,623.5 | - | -$6,019.5 | -2.68% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 37,418 | $3.71M | $3.64M | - | -$71,108.09 | -1.91% | -0.256% |
| AMZN Amazon.com Inc | 14,554 | $3.03M | $3.95M | - | $920,005.25 | 30.34% | +15.321% |
| AVGO Broadcom Inc. | 603 | $228,000 | $234,735.84 | - | $6,735.84 | 2.95% | +0.371% |
| BND Vanguard Total Bond Market Index Fund | 89,320 | $6.58M | $6.45M | - | -$124,942.13 | -1.9% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 28,072 | $1.35M | $1.34M | - | -$8,381.25 | -0.62% | -0.23% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.44M | $1.53M | - | $96,920 | 6.75% | +0.21% |
| CAT Caterpillar Inc. | 295 | $209,958.39 | $240,368.95 | - | $30,410.56 | 14.48% | +0.701% |
| CRWD CrowdStrike Holdings, Inc. | 2,724 | $240,594.72 | $519,902.64 | - | $279,307.92 | 116.09% | +3.045% |
| D Dominion Energy, Inc. | 3,101 | $212,000 | $214,496.17 | - | $2,496.17 | 1.18% | -0.803% |
| DDOG Datadog, Inc. Class A Common Stock | 3,049 | $359,958.15 | $817,040.53 | - | $457,082.38 | 126.98% | -0.22% |
| DE Deere & Company | 391 | $248,000 | $231,733.96 | - | -$16,266.04 | -6.56% | -1.134% |
| DIS The Walt Disney Company | 2,650 | $255,375.68 | $254,903.5 | - | -$472.18 | -0.18% | +0.031% |
| ETN Eaton Corporation plc | 500 | $213,000 | $207,600 | - | -$5,400 | -2.54% | +7.317% |
| FDX FedEx Corporation | 650 | $186,433 | $199,809.99 | - | $13,376.99 | 7.18% | -0.373% |
| FXL First Trust Technology AlphaDEX Fund | 1,041 | $226,000 | $208,200 | - | -$17,800 | -7.88% | +1.358% |
| GBIL Goldman Sachs Access Treasury 0-1 Year ETF | 2,266 | $227,031 | $227,007.88 | - | -$23.12 | -0.01% | +0.02% |
| GOOG Alphabet Inc | 7,860 | $2.25M | $2.8M | - | $548,450.59 | 24.32% | +6.884% |
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FAQ
Which stocks have generated the highest profits for Scott Geppert?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Broad Market ETF - $4.3M, Tesla, Inc - $3.22M, VANGUARD TOTAL STOCK MKT ETF - $2.56M, WisdomTree Floating Rate Treasury Fund - $1.72M, and Vanguard FTSE Emerging Markets ETF - $1.68M. 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: Berkshire Hathaway Inc - $88,483, CrowdStrike Holdings, Inc - $64,299.47, Twilio Inc - $38,451.41, McDonald's Corporation - $25,788.93, and Mid-America Apartment Communities, Inc - $15,625.17. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Geppert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.86M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.74M, iShares 0-3 Month Treasury Bond ETF - $1.17M, Vanguard Total Bond Market Index Fund - $423,347.86, Schwab International Equity ETF - $411,492.91, and Vanguard FTSE Emerging Markets ETF - $334,137. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Geppert's monthly returns?
Scott Geppert's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Scott Geppert's strategy be considered aggressive or moderate?
Scott Geppert's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Scott Geppert's strategy?
Scott Geppert'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.
