Troy Winegarner Portfolio
Invests via Strong Tower Advisory Services | Managed by Troy Winegarner, Braeden J. Mischke
Invests via Strong Tower Advisory Services
Managed by Troy Winegarner, Braeden J. Mischke
Automatically Tracked
Troy Winegarner Profile
With a robust background in private equity and entrepreneurship, Troy Winegarner stands out as an influential figure in the investment landscape. He has held various executive roles where he successfully managed capital allocations while driving business growth initiatives across diverse sectors. Renowned for his ability to navigate complex markets, his leadership experience includes pivotal positions within technology-focused enterprises. As a strategic thinker, he emphasizes innovative solutions that enhance value creation and operational efficiency. This combination of operational excellence and financial acumen marks him as a key player among investors looking to leverage opportunities across dynamic industries.
With a robust background in private equity and entrepreneurship, Troy Winegarner stands out as an influential figure in the investment landscape. He has held various executive roles where he successfully managed capital allocations while driving business growth initiatives across diverse sectors. Renowned for his ability to navigate complex markets, his leadership experience includes pivotal positions within technology-focused enterprises. As a strategic thinker, he emphasizes innovative solutions that enhance value creation and operational efficiency. This combination of operational excellence and financial acumen marks him as a key player among investors looking to leverage opportunities across dynamic industries.
Investment Philosophy & Strategy
Evaluating emerging opportunities in technology and innovation, Troy Winegarner employs a strategic blend of entrepreneurial insight and extensive operating experience. His approach is characterized by seeking out transformational investments that hold the potential to redefine industries. This keen focus on disruptive business models not only aligns with his expertise but also drives capital allocation decisions tailored for high-growth scenarios. By leveraging a deep understanding of market dynamics, he fosters initiatives that prioritize sustainable value creation while managing competitive risks effectively.
Evaluating emerging opportunities in technology and innovation, Troy Winegarner employs a strategic blend of entrepreneurial insight and extensive operating experience. His approach is characterized by seeking out transformational investments that hold the potential to redefine industries. This keen focus on disruptive business models not only aligns with his expertise but also drives capital allocation decisions tailored for high-growth scenarios. By leveraging a deep understanding of market dynamics, he fosters initiatives that prioritize sustainable value creation while managing competitive risks effectively.
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:
86.02%
Gain -0.67%
Monthly
1.16%
Yearly
14.83%
Drawdown
33.03%
$546.29M
Equity
Holdings
$546.29M
Investment
$437.93M
$133.84M
Profit -$2.25M
Realized
$25.48M
Unrealized
$108.36M
Dividends
$35M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$2.25M
Win %
75%
This Week
Compared To Last Week
Gain
0.22%
Profit
$1.18M
Win %
75%
This Month
Compared to last month
Gain
-1.1%
Profit
-$6.08M
Win %
75%
This Year
Compared to last year
Gain
-1.14%
Profit
-$6.29M
Win %
74%
BMNR Bitmine Immersion Technologies, Inc.
+6.25%
+$601,162.38 
MSTR Strategy Inc.
+5.17%
+$686,716.09 
QNT Quantinuum Inc.
+4.08%
+$293,679.62 
ETHA iShares Ethereum Trust
+2.95%
+$17,024 
AVGO Broadcom Inc.
+2.84%
+$182,537.72 
INOD Innodata Inc.
+2.52%
+$32,564.52 
PLTR Palantir Technologies Inc.
+2.36%
+$48,116.64 
MSFT Microsoft Corp.
+2.11%
+$358,477 
IBIT iShares Bitcoin Trust
+1.97%
+$163,365.35 
RDDT Reddit Inc Class A
+1.95%
+$19,371.8 
HBM Hudbay Minerals Inc.
+1.94%
+$34,184.09 
GOOG Alphabet Inc
+1.8%
+$16,261.44 
GOOGL Alphabet Inc
+1.66%
+$269,026.56 
RTX RTX Corporation
+1.59%
+$73,371.76 
CVX Chevron Corporation
+1.55%
+$63,660.8 
IBM International Business Machines Corporation
+1.36%
+$40,750.02 
AMZN Amazon.com Inc
+1.33%
+$199,287 
KMI Kinder Morgan, Inc.
+1.32%
+$50,376.53 
HIMS Hims & Hers Health, Inc.
+1.31%
+$19,699.59 
AVAV AeroVironment Inc.
+1.08%
+$2,089.44 
XOM Exxon Mobil Corporation
+1.04%
+$107,272.89 
V Visa Inc. Class A
+1%
+$106,815.68 
MLPA Global X MLP ETF
+0.9%
+$35,391 
ROP Roper Technologies Inc.
+0.9%
+$34,630.24 
CEG Constellation Energy Corporation
+0.8%
+$31,548.36 
INFQ Infleqtion Inc.
+0.77%
+$15,610.36 
MA Mastercard Incorporated
+0.66%
+$25,743.89 
FCX Freeport-McMoRan Inc.
+0.65%
+$78,477.98 
QQQM Invesco NASDAQ 100 ETF
+0.65%
+$13,274.82 
META Meta Platforms Inc Class A
+0.58%
+$1,848.42 
PWR Quanta Services Inc.
+0.57%
+$90,235.32 
DSL DoubleLine Income Solutions Fund
+0.52%
+$4,135.67 
ETN Eaton Corporation plc
+0.42%
+$17,336.02 
NVDA NVIDIA Corporation
+0.42%
+$102,820.25 
LHX L3Harris Technologies, Inc.
+0.38%
+$14,768.14 
IONQ IonQ, Inc.
+0.34%
+$4,109.64 
TJX The TJX Companies, Inc.
+0.29%
+$1,264.5 
NEM Newmont Corporation
+0.2%
+$8,731 
MMM 3M Company
+0.2%
+$22,859.55 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.12%
+$286.02 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$382.32 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$14,465.04 
JBBB Janus Henderson B-BBB CLO ETF
+0.02%
+$162.21 
TGT Target Corporation
+0.02%
+$53.01 
BRK-B Berkshire Hathaway Inc.
0%
+$4.55 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LPX Louisiana-Pacific Corporation
-3.37%
-$325,365.81 
AAPL Apple Inc.
-2.7%
-$370,378.83 
TSLA Tesla, Inc.
-2.4%
-$305,973.35 
WAB Wabtec Corporation
-2.15%
-$29,112.73 
LOW Lowe's Companies Inc.
-1.99%
-$73,251.65 
BA Boeing Company
-1.96%
-$193,254.6 
ITW Illinois Tool Works Inc.
-1.87%
-$71,827.05 
AWK American Water Works Company, Inc.
-1.81%
-$75,570.25 
ORLY O'Reilly Automotive Inc.
-1.73%
-$20,493.46 
WMT Walmart Inc.
-1.68%
-$64,988.16 
GRMN Garmin Ltd.
-1.62%
-$75,572.24 
MTW Manitowoc Company Inc.
-1.61%
-$21,195.93 
ECL Ecolab Inc.
-1.55%
-$61,469.38 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.46%
-$20,905.36 
SHW The Sherwin-Williams Company
-1.44%
-$52,179.14 
LLY Eli Lilly and Company
-1.32%
-$169,371 
BLK BlackRock, Inc.
-1.18%
-$46,556.12 
NEE NextEra Energy, Inc.
-1.15%
-$101,575.68 
STE STERIS plc
-0.95%
-$30,900.48 
POOL Pool Corporation
-0.92%
-$10,364.72 
PH Parker-Hannifin Corporation
-0.85%
-$41,855.58 
PG Procter & Gamble Co
-0.84%
-$33,309.98 
TLT iShares 20+ Year Treasury Bond ETF
-0.78%
-$149,457.9 
UNH UnitedHealth Group Incorporated
-0.76%
-$144,102.11 
POWL Powell Industries Inc.
-0.76%
-$20,507.64 
BLV Vanguard Long-Term Bond ETF
-0.69%
-$172,246.7 
BHP BHP Group Ltd.
-0.61%
-$27,186.18 
ROK Rockwell Automation, Inc.
-0.59%
-$9,507.8 
TMDX TransMedics Group Inc.
-0.53%
-$5,915.43 
COST Costco Wholesale Corporation
-0.52%
-$19,865.25 
JPM JPMorgan Chase & Co.
-0.5%
-$22,017.72 
MCD McDonald's Corporation
-0.5%
-$18,803.47 
ABBV AbbVie Inc.
-0.49%
-$20,554.38 
XEL Xcel Energy Inc.
-0.49%
-$17,160.39 
CMI Cummins Inc.
-0.49%
-$19,900.44 
TDG TransDigm Group Inc.
-0.38%
-$4,064.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.38%
-$63,653.32 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$8,738.27 
VZ Verizon Communications Inc.
-0.17%
-$6,230.2 
PM Philip Morris International Inc.
-0.15%
-$6,191.46 
EQIX Equinix, Inc.
-0.15%
-$2,080.55 
BINC iShares Flexible Income Active ETF
-0.1%
-$29,122.45 
CTVA Corteva Inc.
-0.08%
-$3,350.2 
KMB Kimberly-Clark Corporation
-0.06%
-$2,267.34 
APH Amphenol Corporation
-0.05%
-$630.07 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$65.97 Events
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Dividends
Dividend Analysis
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| Trades 1841 | Longs Won 1187/1841 64% | Profit Factor 2.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $651,274.46 |
| Average Win $170,283.17 | Best Trade (Sep 30) $11.42M | Sharpe Ratio -10.04 |
| Average Loss -$104,409.63 | Worst Trade (Jul 20) -$10.02M | Z-Score 9.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 5d | Expectancy $72,700.83 |
| 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 | 5,236 | 4,712 | 4,188 | 3,665 | 3,141 | 2,618 | 2,094 | 1,571 | 1,047 | 524 |
Hover over the desired column for a detailed explanation.
Returns
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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 Troy Winegarner?
The largest contributions to the portfolio's profits come from the following stocks: Strategy Inc - $17.57M, NVIDIA Corporation - $8.93M, FS KKR Capital Corp - $7.87M, Capital One Financial Corporation - $3.92M, and iShares iBoxx $ High Yield Corporate Bond ETF - $2.58M. 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: Nektar Therapeutics Inc - $5.52M, PayPal Holdings Inc - $3.19M, Unity Software Inc - $2.77M, Shopify Inc - $2.45M, and Sea Ltd - $1.39M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Troy Winegarner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $9.58M, Franklin BSP Realty Trust Inc - $4.17M, iShares iBoxx $ High Yield Corporate Bond ETF - $2.32M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.9M, and Exxon Mobil Corporation - $912,934.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Troy Winegarner's monthly returns?
Troy Winegarner's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Troy Winegarner's strategy be considered aggressive or moderate?
Troy Winegarner's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Troy Winegarner's strategy?
Troy Winegarner's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
