TW
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:
24.15%
Gain +0.34%
Monthly
0.33%
Yearly
3.99%
Drawdown
17.59%
$559.81M
Equity
Holdings
$559.81M
Investment
$424.87M
$134.58M
Profit +$2.23M
Realized
-$348,962.14
Unrealized
$134.93M
Dividends
$35M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$2.23M
Win %
71%
This Week
Compared To Last Week
Gain
-1.17%
Profit
-$6.65M
Win %
71%
This Month
Compared to last month
Gain
-1.92%
Profit
-$10.95M
Win %
71%
This Year
Compared to last year
Gain
2.21%
Profit
$12.09M
Win %
71%
HBM Hudbay Minerals Inc.
+4.39%
+$110,871.54 
PWR Quanta Services Inc.
+3.7%
+$668,062.99 
BHP BHP Group Ltd.
+3.22%
+$192,759.79 
FCX Freeport-McMoRan Inc.
+3.1%
+$430,997.21 
CEG Constellation Energy Corporation
+2.86%
+$111,714.3 
NEM Newmont Corporation
+2.69%
+$131,665.48 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$32,904.96 
VZ Verizon Communications Inc.
+2.45%
+$90,312.95 
JPM JPMorgan Chase & Co.
+2.3%
+$88,795.01 
PM Philip Morris International Inc.
+2.04%
+$69,500.48 
MTW Manitowoc Company Inc.
+1.97%
+$22,088.16 
FDS FactSet Research Systems Inc.
+1.93%
+$43,465.27 
TSLA Tesla, Inc.
+1.82%
+$245,124.88 
KMI Kinder Morgan, Inc.
+1.82%
+$63,832.59 
ET Energy Transfer L.P.
+1.63%
+$57,913.4 
BLK BlackRock, Inc.
+1.56%
+$57,254.37 
AWK American Water Works Company, Inc.
+1.5%
+$47,469.06 
COF Capital One Financial Corporation
+1.47%
+$114,224.28 
POWL Powell Industries Inc.
+1.46%
+$75,684 
FBRT Franklin BSP Realty Trust Inc.
+1.39%
+$8,687.91 
POOL Pool Corporation
+1.38%
+$10,248.98 
PAYX Paychex Inc.
+1.37%
+$40,608.24 
ABBV AbbVie Inc.
+1.29%
+$42,676.63 
EQIX Equinix, Inc.
+1.22%
+$16,407.65 
XEL Xcel Energy Inc.
+1.21%
+$39,222.65 
WAB Wabtec Corporation
+1.2%
+$14,921.28 
ITW Illinois Tool Works Inc.
+1.16%
+$41,462.82 
PLD Prologis Inc.
+1.06%
+$5,538 
V Visa Inc. Class A
+1.03%
+$81,152.64 
ORLY O'Reilly Automotive Inc.
+1.02%
+$8,430.88 
SMMD iShares Russell 2500 ETF
+0.96%
+$10,618.25 
APH Amphenol Corporation
+0.95%
+$15,848.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$66,779.93 
PG Procter & Gamble Co
+0.86%
+$26,869.76 
KMB Kimberly-Clark Corporation
+0.74%
+$18,267 
CVX Chevron Corporation
+0.74%
+$32,236.1 
UNH UnitedHealth Group Incorporated
+0.72%
+$88,511.64 
MA Mastercard Incorporated
+0.72%
+$23,738.98 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$55,586.72 
COST Costco Wholesale Corporation
+0.68%
+$25,734.24 
ROP Roper Technologies Inc.
+0.68%
+$17,948.92 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$13,876.27 
ECL Ecolab Inc.
+0.65%
+$24,152.04 
IYW iShares U.S. Technology ETF
+0.62%
+$1,696.31 
CNI Canadian National Railway Company
+0.61%
+$27,972 
CMI Cummins Inc.
+0.59%
+$34,292.24 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$52,780.53 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,275.73 
GOOGL Alphabet Inc
+0.53%
+$92,732.41 
GOOG Alphabet Inc
+0.45%
+$4,020.77 
LPX Louisiana-Pacific Corporation
+0.43%
+$34,154.88 
WMT Walmart Inc.
+0.41%
+$16,261.5 
ROK Rockwell Automation, Inc.
+0.41%
+$5,957.72 
XOM Exxon Mobil Corporation
+0.28%
+$29,018.98 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$1,025.28 
MMM 3M Company
+0.27%
+$22,811.04 
TRV The Travelers Companies, Inc.
+0.2%
+$615.66 
STE STERIS plc
+0.15%
+$4,388.98 
NVDA NVIDIA Corporation
+0.14%
+$36,518.11 
BINC iShares Flexible Income Active ETF
+0.13%
+$35,010.92 
SHW The Sherwin-Williams Company
+0.13%
+$4,651.92 
JBBB Janus Henderson B-BBB CLO ETF
+0.12%
+$858.33 
MSFT Microsoft Corp.
+0.1%
+$14,649.6 
PH Parker-Hannifin Corporation
+0.09%
+$4,624.66 
BABA Alibaba Group Holding Limited SP ADR
+0.08%
+$5,490.81 
TJX The TJX Companies, Inc.
+0.05%
+$224.8 
CTA-PA EIDP, Inc.
0%
$0 
ENVXW Enovix Corporation Warrant, exercisable for one Enovix Corporation common share at $8.75 per share, expiring October 1, 2026
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
HIMS Hims & Hers Health, Inc.
-7.08%
-$53,086.15 
INOD Innodata Inc.
-4.23%
-$104,943.8 
BMNR Bitmine Immersion Technologies, Inc.
-2.6%
-$216,675.28 
LLY Eli Lilly and Company
-2.41%
-$302,838.25 
PLTR Palantir Technologies Inc.
-2.36%
-$43,244.55 
PLUG Plug Power Inc.
-2.12%
-$600 
AAPL Apple Inc.
-1.52%
-$181,984.5 
LHX L3Harris Technologies, Inc.
-1.43%
-$63,156.63 
MRK Merck & Co., Inc.
-1.42%
-$55,738.32 
AMZN Amazon.com Inc
-1.23%
-$170,525.6 
BA Boeing Company
-1.12%
-$112,279.08 
ETHA iShares Ethereum Trust
-1.02%
-$2,734.16 
AVGO Broadcom Inc.
-0.91%
-$62,685 
MLPA Global X MLP ETF
-0.7%
-$26,173.26 
BSX Boston Scientific Corporation
-0.58%
-$1,146.75 
ETN Eaton Corporation plc
-0.54%
-$20,821.2 
SOLV Solventum Corporation
-0.43%
-$36,626.13 
RTX RTX Corporation
-0.33%
-$15,012.1 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$43,044.24 
IONQ IonQ, Inc.
-0.26%
-$4,691.4 
META Meta Platforms Inc Class A
-0.26%
-$726.45 
GRMN Garmin Ltd.
-0.2%
-$9,213.55 
BLV Vanguard Long-Term Bond ETF
-0.17%
-$37,668.36 
TDG TransDigm Group Inc.
-0.14%
-$1,332.32 
LOW Lowe's Companies Inc.
-0.1%
-$3,483.7 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$20,717.72 
IBIT iShares Bitcoin Trust
-0.03%
-$3,557.3 
MCD McDonald's Corporation
-0.02%
-$619.74 Events
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Dividends
Dividend Analysis
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| Trades 1660 | Longs Won 1035/1660 62% | Profit Factor 3.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $672,108.64 |
| Average Win $186,272.71 | Best Trade (Jun 10) $9.65M | Sharpe Ratio -5.68 |
| Average Loss -$93,132.97 | Worst Trade (Jun 11) -$10.1M | Z-Score 8.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 4d | Expectancy $81,074.79 |
| 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 | 6,024 | 5,422 | 4,819 | 4,217 | 3,614 | 3,012 | 2,410 | 1,807 | 1,205 | 602 |
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Returns
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