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:
103.23%
Gain -0.57%
Monthly
1.23%
Yearly
15.84%
Drawdown
33.06%
$565.34M
Equity
Holdings
$565.34M
Investment
$437.93M
$152.09M
Profit -$1.22M
Realized
$24.68M
Unrealized
$127.41M
Dividends
$36.64M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.22M
Win %
73%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$1.22M
Win %
73%
This Month
Compared to last month
Gain
-1.64%
Profit
-$9.4M
Win %
73%
This Year
Compared to last year
Gain
2.31%
Profit
$12.76M
Win %
73%
HIMS Hims & Hers Health, Inc.
+4.69%
+$59,098.77 
AVAV AeroVironment Inc.
+4.56%
+$9,111.78 
MSTR Strategy Inc.
+4.54%
+$832,485.06 
TMDX TransMedics Group Inc.
+4.48%
+$55,788.8 
INOD Innodata Inc.
+3.81%
+$43,206.52 
PLTR Palantir Technologies Inc.
+3.64%
+$93,919.98 
GOOGL Alphabet Inc
+3.22%
+$508,628.34 
GOOG Alphabet Inc
+3.07%
+$26,802.68 
RDDT Reddit Inc Class A
+2.91%
+$25,153.2 
BMNR Bitmine Immersion Technologies, Inc.
+2.9%
+$444,737.47 
META Meta Platforms Inc Class A
+2.71%
+$8,591.73 
IBM International Business Machines Corporation
+2.4%
+$82,344.6 
IBIT iShares Bitcoin Trust
+2.19%
+$219,343.68 
IONQ IonQ, Inc.
+2.04%
+$25,685.25 
PM Philip Morris International Inc.
+2%
+$80,069.26 
MCD McDonald's Corporation
+1.98%
+$70,565.85 
MSFT Microsoft Corp.
+1.97%
+$422,398.2 
LLY Eli Lilly and Company
+1.92%
+$233,783.55 
TGT Target Corporation
+1.85%
+$5,106.63 
WMT Walmart Inc.
+1.8%
+$65,326.64 
ABBV AbbVie Inc.
+1.78%
+$74,713.54 
ORLY O'Reilly Automotive Inc.
+1.63%
+$19,255.6 
ROP Roper Technologies Inc.
+1.57%
+$64,403.91 
COST Costco Wholesale Corporation
+1.56%
+$57,267 
LHX L3Harris Technologies, Inc.
+1.39%
+$47,064.96 
VZ Verizon Communications Inc.
+1.36%
+$56,341.26 
STE STERIS plc
+1.36%
+$42,488.16 
V Visa Inc. Class A
+1.32%
+$145,072.64 
UNH UnitedHealth Group Incorporated
+1.19%
+$199,441.03 
KMB Kimberly-Clark Corporation
+0.95%
+$35,143.77 
MA Mastercard Incorporated
+0.92%
+$37,719.68 
AWK American Water Works Company, Inc.
+0.89%
+$37,785.12 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$2,065.7 
LOW Lowe's Companies Inc.
+0.71%
+$24,711.22 
PG Procter & Gamble Co
+0.59%
+$22,645.52 
SHW The Sherwin-Williams Company
+0.37%
+$13,017.41 
ITW Illinois Tool Works Inc.
+0.36%
+$13,319.39 
KMI Kinder Morgan, Inc.
+0.34%
+$12,445.97 
AAPL Apple Inc.
+0.22%
+$29,975.67 
QNT Quantinuum Inc.
+0.14%
+$8,996.75 
JBBB Janus Henderson B-BBB CLO ETF
+0.11%
+$811.05 
BLV Vanguard Long-Term Bond ETF
+0.09%
+$22,225.38 
TLT iShares 20+ Year Treasury Bond ETF
+0.09%
+$15,972.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$3,264.85 
ETHA iShares Ethereum Trust
+0.05%
+$414.31 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
ETN Eaton Corporation plc
-7.59%
-$332,994.13 
CEG Constellation Energy Corporation
-7.08%
-$314,858.88 
POWL Powell Industries Inc.
-6.44%
-$136,969.26 
APH Amphenol Corporation
-6.35%
-$191,901.32 
AVGO Broadcom Inc.
-4.71%
-$295,734.93 
PWR Quanta Services Inc.
-4.4%
-$725,938.59 
INFQ Infleqtion Inc.
-3.81%
-$111,343.5 
EQIX Equinix, Inc.
-3.76%
-$54,449.6 
HBM Hudbay Minerals Inc.
-3.37%
-$77,455.09 
NVDA NVIDIA Corporation
-3.35%
-$885,463.8 
NEM Newmont Corporation
-2.96%
-$185,262.72 
MTW Manitowoc Company Inc.
-2.89%
-$60,559.8 
CMI Cummins Inc.
-2.83%
-$98,751.24 
BHP BHP Group Ltd.
-2.77%
-$133,711.62 
TDG TransDigm Group Inc.
-2.54%
-$25,374.12 
FCX Freeport-McMoRan Inc.
-2.43%
-$356,248.72 
PH Parker-Hannifin Corporation
-2.25%
-$110,766.69 
ROK Rockwell Automation, Inc.
-2.21%
-$32,878.28 
MMM 3M Company
-1.78%
-$213,355.8 
TSLA Tesla, Inc.
-1.77%
-$216,829.11 
XEL Xcel Energy Inc.
-1.76%
-$58,521.33 
JPM JPMorgan Chase & Co.
-1.71%
-$77,958.09 
WAB Wabtec Corporation
-1.67%
-$24,407.12 
CTVA Corteva Inc.
-1.6%
-$64,132.4 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.38%
-$19,225.47 
BLK BlackRock, Inc.
-1.28%
-$50,968.13 
AMZN Amazon.com Inc
-1.25%
-$193,851.9 
RTX RTX Corporation
-1.17%
-$55,267.04 
MLPA Global X MLP ETF
-0.96%
-$38,930.1 
CVX Chevron Corporation
-0.89%
-$41,818.52 
NEE NextEra Energy, Inc.
-0.81%
-$66,721.28 
QQQM Invesco NASDAQ 100 ETF
-0.8%
-$16,843.39 
GRMN Garmin Ltd.
-0.78%
-$41,059.86 
POOL Pool Corporation
-0.74%
-$7,210.24 
LPX Louisiana-Pacific Corporation
-0.71%
-$62,721.12 
XOM Exxon Mobil Corporation
-0.55%
-$64,504.66 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$1,848.79 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$1,089.6 
DSL DoubleLine Income Solutions Fund
-0.43%
-$3,383.73 
ECL Ecolab Inc.
-0.23%
-$9,456.85 
BINC iShares Flexible Income Active ETF
-0.14%
-$40,771.43 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$16,875.88 
BA Boeing Company
-0.07%
-$7,132.02 
TJX The TJX Companies, Inc.
-0.02%
-$70.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$3,105.04 Events
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Dividends
Dividend Analysis
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| Trades 1841 | Longs Won 1181/1841 64% | Profit Factor 3.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $655,592.84 |
| Average Win $182,503.56 | Best Trade (Sep 30) $11.42M | Sharpe Ratio -9.57 |
| Average Loss -$96,131.31 | Worst Trade (Aug 03) -$9.66M | Z-Score 10.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 5d | Expectancy $82,612.73 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,882 | 5,294 | 4,706 | 4,118 | 3,529 | 2,941 | 2,353 | 1,765 | 1,176 | 588 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 41,062 | $6.72M | $13.67M | - | $6.95M | 103.43% | +0.22% |
| ABBV AbbVie Inc. | 16,313 | $2.77M | $4.27M | - | $1.5M | 53.93% | +1.781% |
| AMZN Amazon.com Inc | 60,390 | $7.2M | $15.31M | - | $8.11M | 112.73% | -1.25% |
| APH Amphenol Corporation | 36,004 | $662,246.28 | $2.83M | - | $2.17M | 327.27% | -6.351% |
| AVAV AeroVironment Inc. | 1,362 | $224,825.35 | $208,930.8 | - | -$15,894.55 | -7.07% | +4.56% |
| AVGO Broadcom Inc. | 17,335 | $2.98M | $5.98M | - | $3M | 100.46% | -4.713% |
| AWK American Water Works Company, Inc. | 30,845 | $4.27M | $4.28M | - | $10,899.42 | 0.26% | +0.89% |
| BA Boeing Company | 46,013 | $8.15M | $9.68M | - | $1.53M | 18.73% | -0.074% |
| BHP BHP Group Ltd. | 55,482 | $2.95M | $4.7M | - | $1.75M | 59.47% | -2.765% |
| BINC iShares Flexible Income Active ETF | 582,449 | $30.68M | $29.83M | - | -$852,381.03 | -2.78% | -0.137% |
| BLK BlackRock, Inc. | 3,692 | $3.74M | $3.94M | - | $193,180.58 | 5.16% | -1.279% |
| BLV Vanguard Long-Term Bond ETF | 370,423 | $25.89M | $24.04M | - | -$1.85M | -7.16% | +0.093% |
| BMNR Bitmine Immersion Technologies, Inc. | 613,431 | $22.36M | $15.8M | - | -$6.56M | -29.35% | +2.897% |
| BRK-B Berkshire Hathaway Inc. | 455 | $228,705.75 | $234,284.05 | - | $5,578.3 | 2.44% | +0.89% |
| CDNMF EGR Exploration Ltd. | 38,294 | $1,149.18 | $3,829.4 | - | $2,680.22 | 233.23% | 0.0 |
| CEG Constellation Energy Corporation | 15,618 | $3.35M | $4.13M | - | $784,000.76 | 23.41% | -7.08% |
| CMI Cummins Inc. | 6,258 | $1.94M | $3.39M | - | $1.45M | 74.82% | -2.834% |
| COST Costco Wholesale Corporation | 4,050 | $3.02M | $3.72M | - | $703,564.04 | 23.31% | +1.563% |
| CTVA Corteva Inc. | 47,860 | $2.7M | $3.95M | - | $1.26M | 46.58% | -1.597% |
| CVX Chevron Corporation | 21,952 | $3.5M | $4.66M | - | $1.16M | 33.15% | -0.89% |
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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 - $7.95M, Capital One Financial Corporation - $3.92M, and iShares iBoxx $ High Yield Corporate Bond ETF - $2.78M. 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 $36.64M earned over time. The largest contributors to dividend income include FS KKR Capital Corp - $9.67M, Franklin BSP Realty Trust Inc - $4.14M, iShares iBoxx $ High Yield Corporate Bond ETF - $2.52M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $2.04M, and Vanguard Long-Term Bond ETF - $1.12M. 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.
