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:
26.9%
Gain +1.45%
Monthly
0.96%
Yearly
12.12%
Drawdown
12.59%
$169.59M
Equity
Holdings
$169.59M
Investment
$157.9M
$33.39M
Profit +$2.33M
Realized
$21.7M
Unrealized
$11.69M
Dividends
$6.68M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.45%
Profit
$2.33M
Win %
58%
This Week
Compared To Last Week
Gain
0.004%
Profit
$6,356.07
Win %
58%
This Month
Compared to last month
Gain
-1.08%
Profit
-$1.85M
Win %
58%
This Year
Compared to last year
Gain
-1.09%
Profit
-$1.85M
Win %
61%
CAT Caterpillar Inc.
+3.65%
+$9,295.45 
UNH UnitedHealth Group Incorporated
+3.24%
+$17,840.55 
TSLA Tesla, Inc.
+3.12%
+$144,828.2 
FDX FedEx Corporation
+2.98%
+$5,928 
IEMG iShares Core MSCI Emerging Markets ETF
+2.86%
+$17,843.54 
QTEC First Trust NASDAQ-100 Technology Index Fund
+2.85%
+$5,345.34 
FXL First Trust Technology AlphaDEX Fund
+2.34%
+$4,809.42 
NU Nu Holdings Ltd.
+2.29%
+$3,759.57 
AVGO Broadcom Inc.
+2.2%
+$5,019.98 
RIO Rio Tinto Plc Sponsored ADR
+2.19%
+$4,605.9 
JPM JPMorgan Chase & Co.
+1.88%
+$37,208.16 
SCHF Schwab International Equity ETF
+1.88%
+$156,375.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.87%
+$118,339.69 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.75%
+$19,470.6 
SCHE Schwab Emerging Markets Equity ETF
+1.73%
+$70,585.4 
VWO Vanguard FTSE Emerging Markets ETF
+1.66%
+$154,015.68 
XOM Exxon Mobil Corporation
+1.53%
+$8,709.99 
IEFA iShares Core MSCI EAFE ETF
+1.5%
+$8,388.38 
ETN Eaton Corporation plc
+1.3%
+$2,620 
DE Deere & Company
+1.3%
+$2,971.6 
LLY Eli Lilly and Company
+1.15%
+$5,585.71 
NVDA NVIDIA Corporation
+1.07%
+$41,295.74 
VUG Vanguard Growth ETF
+1.02%
+$4,196.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.96%
+$12,285.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.93%
+$167,829.66 
SCHB Schwab U.S. Broad Market ETF
+0.92%
+$250,428.98 
IVV iShares Core S&P 500 ETF
+0.92%
+$6,763.03 
SPY SPDR S&P 500 ETF Trust
+0.89%
+$5,176.82 
VOO Vanguard S&P 500 ETF
+0.87%
+$18,391.39 
ABBV AbbVie Inc.
+0.85%
+$1,777.68 
AAPL Apple Inc.
+0.57%
+$14,481.8 
NET Cloudflare Inc.
+0.4%
+$1,558.7 
META Meta Platforms Inc Class A
+0.36%
+$3,912.33 
SE Sea Ltd.
+0.33%
+$1,091.58 
JNJ Johnson & Johnson
+0.23%
+$1,159.4 
BNDX Vanguard Total International Bond ETF
+0.04%
+$561.44 
ROKU Roku, Inc.
+0.04%
+$241.28 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$11.33 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$509.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TWLO Twilio Inc.
-4.99%
-$17,152.02 
CRWD CrowdStrike Holdings, Inc.
-3.77%
-$20,375.52 
DDOG Datadog, Inc. Class A Common Stock
-3.18%
-$25,550.59 
PANW Palo Alto Networks, Inc.
-3.01%
-$9,138.56 
OPEN Opendoor Technologies Inc.
-2.02%
-$2,115.27 
WMT Walmart Inc.
-1.97%
-$6,002.36 
SQ Block, Inc.
-1.94%
-$5,567.92 
SHOP Shopify Inc.
-1.61%
-$5,054 
TOST Toast Inc.
-1.54%
-$3,557.75 
PLTR Palantir Technologies Inc.
-1.18%
-$4,227.84 
SNOW Snowflake Inc.
-1.09%
-$2,473.4 
NFLX Netflix, Inc.
-1.04%
-$5,866 
MA Mastercard Incorporated
-0.95%
-$5,028.4 
MSFT Microsoft Corp.
-0.92%
-$21,627.15 
HIMS Hims & Hers Health, Inc.
-0.84%
-$3,290.1 
GOOG Alphabet Inc
-0.79%
-$21,811.5 
AMZN Amazon.com Inc
-0.77%
-$27,943.83 
GOOGL Alphabet Inc
-0.73%
-$2,636.75 
PEP PepsiCo, Inc.
-0.65%
-$1,316.89 
AEP American Electric Power Company, Inc.
-0.64%
-$1,436.38 
V Visa Inc. Class A
-0.55%
-$1,197.77 
RBLX Roblox Corporation
-0.43%
-$2,086.1 
SPOT Spotify Technology S.A.
-0.32%
-$1,424.28 
VTCLX Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
-0.24%
-$2,004.73 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.22%
-$11,217.8 
BND Vanguard Total Bond Market Index Fund
-0.21%
-$13,844.6 
D Dominion Energy, Inc.
-0.2%
-$434.14 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$6,735.24 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$7,937.24 
HD The Home Depot, Inc.
-0.17%
-$382.81 
NEE NextEra Energy, Inc.
-0.16%
-$915.74 
DIS The Walt Disney Company
-0.16%
-$397.5 
KO The Coca-Cola Company
-0.12%
-$317.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$758.38 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$1,107.32 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$374.81 
BRK-A Berkshire Hathaway Inc.
-0.05%
-$778.02 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$278.59 
IAGG iShares International Aggregate Bond Fund
-0.03%
-$785.63 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$1,222.74 Events
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Dividends
Dividend Analysis
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| Trades 454 | Longs Won 306/454 67% | Profit Factor 17.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $323,316.14 |
| Average Win $115,869.14 | Best Trade (Dec 30) $3.78M | Sharpe Ratio 0.56 |
| Average Loss -$13,974.27 | Worst Trade (Jul 30) -$917,316.07 | Z-Score -5.24 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 4d | Expectancy $73,541.33 |
| 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 |
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Returns
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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 - $4.31M, Tesla, Inc - $3.22M, VANGUARD TOTAL STOCK MKT ETF - $2.59M, 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, Mid-America Apartment Communities, Inc - $15,625.17, FedEx Corporation - $10,111.5, DraftKings Inc - $9,434.63, and UnitedHealth Group Incorporated - $5,283.15. 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 $6.68M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.74M, iShares 0-3 Month Treasury Bond ETF - $1.11M, Schwab International Equity ETF - $435,415.34, Vanguard Total Bond Market Index Fund - $378,285.92, 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.
