CS
Carl Schmidtman Portfolio
Invests via Dorsey & Whitney Trust Co. LLC | Managed by Carl Schmidtman
Invests via Dorsey & Whitney Trust Co. LLC
Managed by Carl Schmidtman
Automatically Tracked
Carl Schmidtman Profile
With a distinguished career spanning several industries, Carl Schmidtman is recognized for his role as an innovative entrepreneur and strategic leader. His extensive experience in scaling operations within both startup environments and established corporations positions him as a significant player in the entrepreneurial landscape. Known for fostering relationships that drive growth, he has successfully launched multiple ventures aimed at leveraging emerging technologies to disrupt traditional business models. Schmidtman's unique ability to identify market opportunities facilitates not only successful enterprise development but also substantial contributions to industry conversations surrounding innovation and commercialization.
With a distinguished career spanning several industries, Carl Schmidtman is recognized for his role as an innovative entrepreneur and strategic leader. His extensive experience in scaling operations within both startup environments and established corporations positions him as a significant player in the entrepreneurial landscape. Known for fostering relationships that drive growth, he has successfully launched multiple ventures aimed at leveraging emerging technologies to disrupt traditional business models. Schmidtman's unique ability to identify market opportunities facilitates not only successful enterprise development but also substantial contributions to industry conversations surrounding innovation and commercialization.
Investment Philosophy & Strategy
Opportunity arises in markets where innovation meets unmet needs, and Carl Schmidtman excels in identifying these spaces. Leveraging his entrepreneurial mindset, he emphasizes the importance of scalability through strategic investment in technology-driven ventures. This focus allows for maximizing impact while navigating competitive landscapes with agility. His background as a leader enables him to cultivate dynamic partnerships that enhance value creation and foster sustainable growth trajectories. With an eye toward transformative business models, his approach integrates a keen understanding of both operational efficiency and market dynamics, ensuring alignment between opportunities and actionable strategies.
Opportunity arises in markets where innovation meets unmet needs, and Carl Schmidtman excels in identifying these spaces. Leveraging his entrepreneurial mindset, he emphasizes the importance of scalability through strategic investment in technology-driven ventures. This focus allows for maximizing impact while navigating competitive landscapes with agility. His background as a leader enables him to cultivate dynamic partnerships that enhance value creation and foster sustainable growth trajectories. With an eye toward transformative business models, his approach integrates a keen understanding of both operational efficiency and market dynamics, ensuring alignment between opportunities and actionable strategies.
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:
-8.39%
Gain +0.14%
Monthly
0.34%
Yearly
4.12%
Drawdown
47.72%
$8.08B
Equity
Holdings
$8.08B
Investment
$6.42B
$17.32B
Profit +$13.02M
Realized
$15.66B
Unrealized
$1.66B
Dividends
$242.13M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.14%
Profit
$13.02M
Win %
78%
This Week
Compared To Last Week
Gain
0.32%
Profit
$25.97M
Win %
78%
This Month
Compared to last month
Gain
0.34%
Profit
$27.29M
Win %
78%
This Year
Compared to last year
Gain
-4.71%
Profit
-$274.44M
Win %
76%
BE Bloom Energy Corp. Class A Common Stock
+8.05%
+$48,428.96 
DDOG Datadog Inc. Class A
+8.04%
+$44,848.52 
ZS Zscaler Inc.
+7.48%
+$24,268.52 
NET Cloudflare, Inc. Class A Common Stock
+6.94%
+$131,377.84 
TTMI TTM Technologies, Inc.
+6.87%
+$7,714.56 
ILMN Illumina Inc.
+6.52%
+$20,060.27 
CRWD CrowdStrike Holdings, Inc.
+6.26%
+$156,359.24 
CIEN Ciena Corp.
+6.11%
+$31,570.54 
VST Vistra Corp.
+5.5%
+$18,304.28 
CEG Constellation Energy Corporation
+5.37%
+$38,043.85 
DELL Dell Technologies Inc. Class C Common Stock
+5.21%
+$183,454.9 
MEDP Medpace Holdings, Inc.
+5.08%
+$89,769.21 
VRT Vertiv Holdings Co Class A Common Stock
+5.08%
+$24,681.58 
COIN Coinbase Global Inc. Class A Common Stock
+4.96%
+$16,578.4 
NVT nVent Electric plc
+4.86%
+$564,175.26 
ASX ASE Technology Holding Co., Ltd. ADR
+4.67%
+$17,472.66 
HOOD Robinhood Markets Inc. Class A Common Stock
+4.58%
+$54,175.5 
GEV GE Vernova Inc.
+4.45%
+$106,644.28 
GNRC Generac Holdings Inc.
+4.43%
+$62,481.13 
TWLO Twilio Inc. Class A Common Stock
+4.31%
+$18,971.42 
HPE Hewlett Packard Enterprise Company
+4.26%
+$26,526.61 
STM STMicroelectronics N.V.
+4.22%
+$25,821.47 
SMTC Semtech Corporation
+4.16%
+$8,164.8 
WDC Western Digital Corp.
+4.14%
+$39,498.47 
ENTG Entegris Inc.
+4.11%
+$286,033.85 
AEIS Advanced Energy Industries Inc.
+4.1%
+$6,294.63 
AMSC American Superconductor Corp.
+4.05%
+$22,475.44 
TER Teradyne, Inc.
+4.04%
+$8,660.01 
AMD Advanced Micro Devices Inc.
+3.89%
+$556,296.27 
STX Seagate Technology Holdings plc
+3.84%
+$36,018.6 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+3.82%
+$9,409.55 
TXN Texas Instruments Inc.
+3.79%
+$177,935.28 
PLTR Palantir Technologies Inc. Class A Common Stock
+3.75%
+$97,344.65 
LITE Lumentum Holdings Inc.
+3.7%
+$15,564.79 
AEVA Aeva Technologies Inc.
+3.65%
+$12,041.25 
CRSR Corsair Gaming, Inc.
+3.57%
+$5,743.4 
WOLF Wolfspeed Inc.
+3.53%
+$11,971.92 
SUNB Sunbelt Rentals Holdings Inc.
+3.53%
+$21,433.6 
TSLA Tesla, Inc.
+3.52%
+$298,679.59 
CDNS Cadence Design Systems, Inc.
+3.45%
+$24,133.64 
COF Capital One Financial Corp.
+3.44%
+$26,536.6 
DHR Danaher Corp.
+3.41%
+$50,543.55 
WAT Waters Corporation
+3.38%
+$10,965.69 
CLF Cleveland-Cliffs Inc.
+3.37%
+$7,346.66 
MOVE Corvex Inc. Common Stock
+3.34%
+$14,526.17 
WMB The Williams Companies, Inc.
+3.3%
+$12,639.36 
ETN Eaton Corporation plc
+3.27%
+$81,269.69 
U Unity Software Inc.
+3.23%
+$10,056.97 
PANW Palo Alto Networks, Inc.
+3.2%
+$534,634.1 
SOLS Sollensys Corp
+3.14%
+$5,538.06 
DAL Delta Air Lines, Inc.
+3.04%
+$5,771.41 
FLR Fluor Corporation
+3.02%
+$6,262.62 
AER AerCap Holdings N.V.
+3.02%
+$19,842.36 
ROK Rockwell Automation Inc.
+3.02%
+$226,831.18 
ASML ASML Holding N.V. NY Registered Shares
+3%
+$150,722.61 
NOK Nokia Corporation Sponsored ADR
+2.99%
+$12,687.3 
NRG NRG Energy, Inc.
+2.94%
+$8,535.87 
A AgileThought, Inc. Class A Common Stock
+2.88%
+$30,419.04 
KEYS Keysight Technologies, Inc.
+2.88%
+$17,902.17 
MPWR Monolithic Power Systems Inc.
+2.83%
+$11,752.8 
EWBC East West Bancorp Inc.
+2.83%
+$8,414.34 
Q Qnity Electronics Inc.
+2.81%
+$7,632.36 
WCC WESCO International, Inc.
+2.78%
+$10,839.5 
ADI Analog Devices, Inc.
+2.75%
+$56,406.7 
FBTC Fidelity Wise Origin Bitcoin Fund
+2.75%
+$10,838.94 
MS Morgan Stanley Common Stock
+2.74%
+$74,665.95 
URI United Rentals Inc.
+2.66%
+$16,362.42 
EMR Emerson Electric Co.
+2.62%
+$73,864.27 
TIC TIC Solutions, Inc.
+2.62%
+$8,057.21 
CGNX Cognex Corporation
+2.61%
+$77,873.42 
ARM Arm Holdings plc ADR
+2.61%
+$52,801.94 
LOUP Innovator Deepwater Frontier Tech ETF
+2.6%
+$8,360 
MU Micron Technology Inc.
+2.59%
+$265,786.82 
NOW ServiceNow Inc.
+2.47%
+$67,486.59 
IRM Iron Mountain Inc.
+2.46%
+$5,907.5 
NVDA NVIDIA Corporation
+2.45%
+$2.38M 
ITT ITT Inc.
+2.4%
+$4,958.5 
LUV Southwest Airlines Co.
+2.4%
+$6,295.65 
ON ON Semiconductor Corporation
+2.35%
+$14,380.62 
MAR Marriott International, Inc. Class A Common Stock
+2.35%
+$33,669.35 
GLW Corning Incorporated
+2.31%
+$28,571.31 
MRVL Marvell Technology Inc.
+2.31%
+$93,645.15 
CAT Caterpillar Inc.
+2.26%
+$113,181.49 
SLB SLB N.V.
+2.26%
+$8,660.32 
GS The Goldman Sachs Group, Inc.
+2.26%
+$49,805.18 
FAST Fastenal Co.
+2.24%
+$331,808.4 
ARGX argenx SE American Depositary Receipt
+2.22%
+$7,179.61 
LFUS Littelfuse Inc.
+2.18%
+$287,277.26 
JCI Johnson Controls International plc
+2.16%
+$15,595.91 
MKSI MKS Inc.
+2.15%
+$3,166.8 
MCHP Microchip Technology Inc.
+2.15%
+$14,854.19 
DB Deutsche Bank AG
+2.13%
+$14,164.2 
NXPI NXP Semiconductors N.V.
+2.12%
+$25,572.47 
BMI Badger Meter, Inc.
+2.12%
+$65,954.07 
TT Trane Technologies plc
+2.12%
+$27,591.49 
NPO Enpro Inc.
+2.09%
+$3,793.34 
WAB Wabtec Corporation
+2.09%
+$8,099.48 
IVZ Invesco Ltd.
+2.08%
+$5,565.6 
JBL Jabil Inc.
+2.08%
+$5,299.21 
FTNT Fortinet, Inc.
+2.07%
+$30,117.02 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
+2.06%
+$24,256.03 
RBA RB Global Inc.
+2.03%
+$3,406.28 
SNPS Synopsys Inc.
+2%
+$15,079.13 
EBAY eBay Inc.
+2%
+$12,423.27 
META Meta Platforms Inc Class A
+1.97%
+$409,499.48 
PH Parker-Hannifin Corporation
+1.96%
+$21,312.01 
SEDG SolarEdge Technologies, Inc.
+1.95%
+$5,013.67 
VGT Vanguard Information Technology ETF
+1.93%
+$356,012.28 
CMI Cummins Inc.
+1.91%
+$33,423.46 
SNDK Sandisk Corp.
+1.9%
+$24,697.47 
HONA Honeywell Aerospace Inc.
+1.89%
+$64,455.27 
ALLY Ally Financial Inc.
+1.86%
+$3,075.91 
XLK State Street Technology Select Sector SPDR ETF
+1.85%
+$19,236 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
+1.83%
+$15,311.34 
AXP American Express Company
+1.78%
+$131,674.24 
BMO Bank of Montreal
+1.77%
+$17,543.79 
BLK BlackRock, Inc.
+1.76%
+$48,173.58 
LYG Lloyds Banking Group plc ADR
+1.76%
+$9,786.9 
ING ING Groep N.V. Sponsored ADR
+1.73%
+$23,571.21 
UBS UBS Group AG
+1.7%
+$15,123.53 
STLD Steel Dynamics, Inc.
+1.68%
+$9,110.21 
SAN Banco Santander, S.A. Sponsored ADR
+1.68%
+$26,246.88 
IBM International Business Machines Corporation
+1.67%
+$40,927 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
+1.65%
+$16,219.24 
NUE Nucor Corporation
+1.64%
+$17,915.04 
ALAB Astera Labs, Inc.
+1.64%
+$2,694.59 
SHOP Shopify Inc.
+1.64%
+$15,679.64 
BNY Bank of New York Mellon Corp.
+1.64%
+$11,670.2 
UTHR United Therapeutics Corporation
+1.62%
+$3,807.34 
UPS United Parcel Service, Inc. Class B Common Stock
+1.62%
+$3,942.4 
NDSN Nordson Corporation
+1.61%
+$33,149.79 
RLJ RLJ Lodging Trust
+1.6%
+$2,635.82 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
+1.59%
+$29,832.11 
AAPL Apple Inc.
+1.58%
+$1.15M 
NWG NatWest Group plc Sponsored ADR
+1.57%
+$16,552.08 
RCL Royal Caribbean Cruises Ltd.
+1.56%
+$10,752.04 
M Macy's Inc.
+1.56%
+$4,231.08 
AMG Affiliated Managers Group, Inc.
+1.53%
+$7,895.65 
MTUM iShares MSCI USA Momentum Factor ETF
+1.53%
+$19,590.58 
GWW W.W. Grainger Inc.
+1.5%
+$5,611.21 
TKR The Timken Company
+1.5%
+$3,325.59 
PWR Quanta Services, Inc.
+1.49%
+$11,117.76 
J Jacobs Solutions Inc.
+1.49%
+$17,016.48 
ALK Alaska Air Group Inc.
+1.48%
+$6,804.42 
SFM Sprouts Farmers Market Inc.
+1.48%
+$18,946.24 
MMM 3M Company
+1.46%
+$37,460 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.46%
+$168,999.95 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
+1.45%
+$13,996.36 
QCOM QUALCOMM Incorporated
+1.45%
+$121,396.28 
HSBC HSBC Holdings plc Sponsored ADR
+1.45%
+$33,256.12 
IWP iShares Russell Mid-Cap Growth ETF
+1.45%
+$4,331.6 
RY Royal Bank of Canada
+1.44%
+$5,082.76 
ANET Arista Networks Inc.
+1.44%
+$35,104.5 
KR The Kroger Co.
+1.44%
+$6,456.27 
VOT Vanguard Mid-Cap Growth ETF
+1.43%
+$3,319.68 
FIX Comfort Systems USA Inc.
+1.4%
+$15,237.27 
PHG Koninklijke Philips N.V. ADR
+1.39%
+$4,408.2 
SNOW Snowflake Inc. Common Stock
+1.38%
+$5,120.02 
CTAS Cintas Corporation
+1.36%
+$30,064.72 
KMI Kinder Morgan Inc.
+1.35%
+$3,672.3 
QQQ Invesco QQQ Trust, Series 1
+1.34%
+$42,942.5 
MCO Moody's Corporation
+1.33%
+$8,134.22 
STT State Street Corporation Common Stock
+1.33%
+$4,033.39 
BCS Barclays PLC Sponsored ADR
+1.32%
+$9,541.18 
QQQM Invesco NASDAQ 100 ETF
+1.32%
+$76,212.88 
SAP SAP SE Sponsored ADR
+1.31%
+$26,614.51 
CCK Crown Holdings Inc.
+1.31%
+$4,086 
R Ryder System Inc.
+1.31%
+$7,550.76 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.28%
+$3,834.39 
KEY KeyCorp
+1.27%
+$5,760.84 
IX ORIX Corporation Sponsored ADR
+1.27%
+$4,811.35 
CASY Casey's General Stores, Inc.
+1.27%
+$21,432.24 
NDAQ Nasdaq, Inc. Common Stock
+1.26%
+$15,774 
TROW T. Rowe Price Group Inc.
+1.25%
+$4,126.72 
ARES Ares Management Corp. Class A Common Stock
+1.22%
+$6,537.68 
PYPL PayPal Holdings, Inc.
+1.22%
+$5,587.88 
JBHT J.B. Hunt Transport Services, Inc.
+1.22%
+$1,920.97 
WSO Watsco Inc.
+1.21%
+$2,832.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.2%
+$13,192 
MET MetLife, Inc.
+1.19%
+$4,519.2 
AMAT Applied Materials Inc.
+1.19%
+$41,783.91 
IWF iShares Russell 1000 Growth ETF
+1.19%
+$252,387 
SPGI S&P Global Inc.
+1.18%
+$20,385.31 
AVGO Broadcom Inc.
+1.18%
+$153,695.46 
DGX Quest Diagnostics Incorporated
+1.18%
+$4,809.96 
DCI Donaldson Company, Inc.
+1.18%
+$29,274.66 
TMO Thermo Fisher Scientific Inc.
+1.17%
+$36,009.8 
VONG Vanguard Russell 1000 Growth ETF
+1.15%
+$6,569.95 
NOC Northrop Grumman Corporation
+1.15%
+$8,368.14 
HUBB Hubbell Inc.
+1.15%
+$2,208.13 
AEG Aegon Ltd. New York Registry Shares
+1.14%
+$1,576.9 
KLAC KLA Corporation
+1.14%
+$21,307.79 
BA The Boeing Company
+1.14%
+$20,137.6 
CFG Citizens Financial Group Inc.
+1.14%
+$2,431.63 
BN Brookfield Corporation
+1.12%
+$3,200.97 
ETR Entergy Corporation Common Stock
+1.11%
+$3,199.95 
VUG Vanguard Morningstar Growth ETF
+1.11%
+$32,907.86 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.1%
+$2,722.84 
XYZ Block Inc. Class A Common Stock
+1.1%
+$3,255.97 
XLI State Street Industrial Select Sector SPDR ETF
+1.1%
+$30,798.9 
VIS Vanguard Industrials ETF
+1.09%
+$14,442 
INTC Intel Corporation
+1.08%
+$33,904.53 
BKR Baker Hughes Company
+1.08%
+$4,663.2 
CP Canadian Pacific Kansas City Ltd.
+1.08%
+$3,604.9 
GMAB Genmab A/S American Depositary Shares
+1.07%
+$3,724.56 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.06%
+$8,443.71 
HLT Hilton Worldwide Holdings Inc.
+1.01%
+$12,079.97 
SRE Sempra
+1%
+$2,997.13 
IWO iShares Russell 2000 Growth ETF
+1%
+$39,630.76 
AXON Axon Enterprise, Inc.
+0.99%
+$2,312.69 
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+0.98%
+$3,859.52 
C Citigroup Inc.
+0.97%
+$16,111.41 
UCIB UBS ETRACS UBS Bloomberg Constant Maturity Commodity Index (CMCI) Total Return ETN Series B
+0.97%
+$2,865.28 
IBB iShares Biotechnology ETF
+0.96%
+$3,098.25 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.96%
+$3,710.53 
CHKP Check Point Software Technologies Ltd.
+0.95%
+$7,012.83 
IVW iShares S&P 500 Growth ETF
+0.95%
+$51,655.12 
WK Workiva Inc. Class A Common Stock
+0.93%
+$17,212.4 
NMR Nomura Holdings, Inc. Sponsored ADR
+0.93%
+$2,648.77 
MYRG MYR Group Inc.
+0.92%
+$1,087.9 
IFRA iShares U.S. Infrastructure ETF
+0.91%
+$26,344.83 
VOOG Vanguard S&P 500 Growth ETF
+0.91%
+$39,033.36 
ITW Illinois Tool Works Inc.
+0.9%
+$18,008.79 
EQIX Equinix, Inc.
+0.9%
+$8,416.35 
BBCA JPMorgan BetaBuilders Canada ETF
+0.89%
+$41,456.03 
IUSG iShares Core S&P U.S. Growth ETF
+0.89%
+$5,440 
PNC The PNC Financial Services Group, Inc.
+0.89%
+$10,687.64 
KKR Korro Bio, Inc.
+0.89%
+$4,232.82 
MAC The Macerich Company
+0.88%
+$2,372.05 
BSY Bentley Systems, Incorporated Class B Common Stock
+0.86%
+$2,788.17 
LAMR Lamar Advertising Company Class A
+0.86%
+$2,061.84 
EWC iShares MSCI Canada ETF
+0.85%
+$6,651.32 
CBOE Cboe Global Markets Inc.
+0.85%
+$5,804.97 
SCHW The Charles Schwab Corporation
+0.85%
+$30,421.16 
SUSA iShares ESG Optimized MSCI USA ETF
+0.84%
+$3,223.07 
PEG Public Service Enterprise Group Inc.
+0.83%
+$1,703.33 
SNA Snap-on Incorporated
+0.83%
+$2,492.8 
IWR iShares Russell Mid-Cap ETF
+0.83%
+$61,427.73 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.83%
+$18,544.26 
AAON AAON, Inc.
+0.82%
+$301.34 
TFC Truist Financial Corporation
+0.82%
+$3,374.67 
TTC The Toro Company
+0.82%
+$105,406.56 
DLR Digital Realty Trust Inc.
+0.81%
+$8,257.3 
SYF Synchrony Financial
+0.8%
+$3,413.74 
VOTE TCW Transform 500 ETF
+0.79%
+$134,029.41 
APH Amphenol Corp. Class A Common Stock
+0.79%
+$23,597.5 
MTB CareCloud, Inc.
+0.78%
+$1,906.64 
PSBD Palmer Square Capital BDC Inc.
+0.78%
+$783.9 
DSI iShares ESG MSCI KLD 400 ETF
+0.77%
+$6,840.65 
AKAM Akamai Technologies, Inc.
+0.76%
+$1,593.31 
IWB iShares Russell 1000 ETF
+0.76%
+$17,989.26 
IWV iShares Russell 3000 ETF
+0.75%
+$19,670.16 
IDA IDACORP Inc.
+0.75%
+$12,377.04 
VB Vanguard Small-Cap ETF
+0.75%
+$18,894.19 
DFUS Dimensional U.S. Equity Market ETF
+0.75%
+$1,938.75 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.74%
+$37,108.24 
DUHP Dimensional US High Profitability ETF
+0.74%
+$18,411.12 
VV Vanguard Morningstar Large-Cap ETF
+0.74%
+$58,350.02 
CSX CSX Corporation
+0.74%
+$6,016.15 
VTI Vanguard Total Stock Market ETF
+0.73%
+$192,113.35 
MT ArcelorMittal NY Registry Shares
+0.73%
+$3,193.78 
IVV iShares Core S&P 500 ETF
+0.71%
+$336,845.01 
VOO Vanguard S&P 500 ETF
+0.71%
+$149,994.41 
RF Regions Financial Corp.
+0.7%
+$4,034.74 
SPY State Street SPDR S&P 500 ETF Trust
+0.69%
+$288,078.77 
FITB Fifth Third Bancorp
+0.69%
+$3,660.12 
DFEV Dimensional Emerging Markets Value ETF
+0.69%
+$6,081.32 
BBEU JPMorgan BetaBuilders Europe ETF
+0.69%
+$28,440.88 
SCHF Schwab International Equity ETF
+0.68%
+$14,456.35 
XLU State Street Utilities Select Sector SPDR ETF
+0.68%
+$8,211.42 
GGG Graco Inc.
+0.68%
+$113,477.65 
BAC Bank of America Corporation
+0.67%
+$30,736.34 
BDX Becton, Dickinson and Company
+0.67%
+$4,217.01 
TTWO Take-Two Interactive Software, Inc.
+0.66%
+$2,026.23 
SCHA Schwab U.S. Small-Cap ETF
+0.66%
+$6,382.06 
EUSA iShares MSCI USA Equal Weighted ETF
+0.66%
+$7,113.61 
AMP Ameriprise Financial Inc.
+0.65%
+$29,335.09 
IJH iShares Core S&P Mid-Cap ETF
+0.64%
+$51,403.4 
VT Vanguard Total World Stock ETF
+0.64%
+$50,202.05 
VPL Vanguard FTSE Pacific ETF
+0.64%
+$7,065.8 
ACWI iShares MSCI ACWI ETF
+0.63%
+$87,728 
FTV Fortive Corporation
+0.62%
+$1,376.05 
OEF iShares S&P 100 ETF
+0.62%
+$297,669.72 
XLF State Street Financial Select Sector SPDR ETF
+0.62%
+$38,972.24 
CSCO Cisco Systems, Inc.
+0.62%
+$44,334.84 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
+0.62%
+$6,524.22 
VSGX Vanguard ESG International Stock ETF
+0.62%
+$10,925.53 
EFG iShares MSCI EAFE Growth ETF
+0.61%
+$31,016.26 
IWS iShares Russell Mid-Cap Value ETF
+0.61%
+$4,153.3 
VEA Vanguard FTSE Developed Markets ETF
+0.61%
+$76,957.3 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.61%
+$8,585.04 
VIGI Vanguard International Dividend Appreciation ETF
+0.61%
+$6,490 
VGK Vanguard FTSE Europe ETF
+0.6%
+$9,731.28 
NBIS Nebius Group N.V. Class A Ordinary Shares
+0.59%
+$785.4 
ESGE iShares ESG Aware MSCI EM ETF
+0.59%
+$1,115.99 
ADP Automatic Data Processing Inc.
+0.59%
+$30,466.36 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.59%
+$6,973.76 
BP BP Plc Sponsored ADR
+0.59%
+$2,634.07 
VRSK Verisk Analytics, Inc.
+0.59%
+$1,799.86 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.58%
+$6,515.72 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.58%
+$33,037.2 
VLUE iShares MSCI USA Value Factor ETF
+0.58%
+$30,707.75 
CRH CRH plc Ordinary Shares
+0.58%
+$1,239.97 
ULTA Ulta Beauty, Inc.
+0.58%
+$1,601.12 
APO Apollo Global Management Inc.
+0.57%
+$3,016.96 
MSI Motorola Solutions, Inc.
+0.57%
+$70,734.99 
CHRW C.H. Robinson Worldwide Inc.
+0.56%
+$35,299.78 
IVOO Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
+0.56%
+$2,404.7 
IEUR iShares Core MSCI Europe ETF
+0.56%
+$18,684.54 
VFH Vanguard Financials Index Fund ETF Shares
+0.56%
+$3,648 
RMD ResMed Inc.
+0.56%
+$2,208.25 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.56%
+$1,939.67 
PLD Prologis, Inc.
+0.55%
+$8,185.1 
V Visa Inc. Class A
+0.54%
+$146,937.82 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.54%
+$1,070.85 
EEM iShares MSCI Emerging Markets ETF
+0.54%
+$3,823.98 
AMZN Amazon.com Inc
+0.54%
+$291,294.43 
IWM iShares Russell 2000 ETF
+0.53%
+$40,344.64 
VTWO Vanguard Russell 2000 ETF
+0.52%
+$5,901.5 
GDX VanEck Gold Miners ETF
+0.51%
+$4,299.26 
SPHQ Invesco S&P 500 Quality ETF
+0.51%
+$1,243.56 
TRGP Targa Resources Corp.
+0.51%
+$2,039.81 
RSP Invesco S&P 500 Equal Weight ETF
+0.5%
+$57,990.6 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.5%
+$17,851.02 
IDEV iShares Core MSCI International Developed Markets ETF
+0.5%
+$13,062.53 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.49%
+$23,909.99 
IEMG iShares Core MSCI Emerging Markets ETF
+0.49%
+$62,924.96 
ACWX iShares MSCI ACWI ex U.S. ETF
+0.49%
+$2,920 
MA Mastercard Inc. Class A Common Stock
+0.49%
+$26,524.8 
NSC Norfolk Southern Corp.
+0.49%
+$5,339.83 
GRMN Garmin Ltd.
+0.48%
+$2,850.91 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+0.48%
+$11,814.55 
CVX Chevron Corporation
+0.47%
+$24,077.29 
GLD SPDR Gold Shares
+0.47%
+$3,917.8 
IXUS iShares Core MSCI Total International Stock ETF
+0.47%
+$1,423.84 
IQLT iShares MSCI Intl Quality Factor ETF
+0.47%
+$18,854.05 
PHYS Sprott Physical Gold Trust
+0.47%
+$1,505.1 
EFA iShares MSCI EAFE ETF
+0.46%
+$19,991.04 
IUSV iShares Core S&P U.S. Value ETF
+0.46%
+$3,361.79 
RJF Raymond James Financial, Inc.
+0.46%
+$1,172.6 
IAU iShares Gold Trust
+0.46%
+$1,196.35 
IHG InterContinental Hotels Group PLC ADR
+0.46%
+$1,230.84 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.45%
+$4,393.92 
IVE iShares S&P 500 Value ETF
+0.44%
+$18,496.8 
VXUS Vanguard Total International Stock ETF
+0.44%
+$30,982.32 
FRSH Freshworks Inc. Class A Common Stock
+0.44%
+$38,322.5 
PFG Principal Financial Group Inc.
+0.43%
+$13,120.52 
SCHC Schwab International Small-Cap Equity ETF
+0.43%
+$1,633.59 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.43%
+$1,650.97 
ES Eversource Energy
+0.43%
+$1,189.16 
AEP American Electric Power Company, Inc.
+0.42%
+$2,319.84 
EWJ iShares MSCI Japan ETF
+0.42%
+$6,044.62 
LNT Alliant Energy Corporation
+0.42%
+$42,757.12 
GD General Dynamics Corp.
+0.4%
+$2,734.13 
VBR Vanguard Small-Cap Value ETF
+0.4%
+$2,303.04 
IEFA iShares Core MSCI EAFE ETF
+0.4%
+$30,699.13 
BBJP JPMorgan BetaBuilders Japan ETF
+0.39%
+$4,453.86 
PEP PepsiCo, Inc.
+0.38%
+$12,011.94 
USB U.S. Bancorp
+0.38%
+$22,909.28 
DFAE Dimensional Emerging Core Equity Market ETF
+0.37%
+$7,909.72 
SHW The Sherwin-Williams Company
+0.36%
+$27,234.97 
VRSN VeriSign, Inc.
+0.36%
+$1,497.66 
IGRO iShares International Dividend Growth ETF
+0.35%
+$753.92 
VONV Vanguard Russell 1000 Value ETF
+0.34%
+$1,791.66 
UNP Union Pacific Corp.
+0.34%
+$8,967.51 
DFLV Dimensional US Large Cap Value ETF
+0.34%
+$3,462.48 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$41,955.8 
VYMI Vanguard International High Dividend Yield ETF
+0.33%
+$1,397.4 
VOYG Voyager Technologies Inc. Class A Common Stock
+0.33%
+$44,355.12 
GVA Granite Construction Incorporated
+0.33%
+$3,256.92 
IDEQ Lazard International Dynamic Equity ETF
+0.32%
+$924.33 
CBRE CBRE Group Inc. Class A Common Stock
+0.32%
+$1,241.41 
XBI State Street SPDR S&P Biotech ETF
+0.32%
+$1,371.97 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.32%
+$1,048.35 
ESLT Elbit Systems Ltd.
+0.32%
+$1,076.15 
EFV iShares MSCI EAFE Value ETF
+0.32%
+$25,255.25 
IWD iShares Russell 1000 Value ETF
+0.31%
+$18,396.57 
IJR iShares Core S&P Small-Cap ETF
+0.31%
+$25,796.65 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.3%
+$3,544.24 
PCAR PACCAR Inc.
+0.3%
+$72,678.09 
TEL TE Connectivity plc
+0.3%
+$1,247.36 
AVDV Avantis International Small Cap Value ETF
+0.3%
+$898.24 
HYD VanEck High Yield Muni ETF
+0.3%
+$2,084.66 
LNG Cheniere Energy Inc.
+0.29%
+$1,210.94 
EVR Evercore Inc. Class A Common Stock
+0.28%
+$426 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.28%
+$632.58 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.27%
+$1,754.9 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.27%
+$722.25 
MRK Merck & Co., Inc.
+0.27%
+$14,196 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.26%
+$3,196.16 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
+0.26%
+$3,208 
VIG Vanguard Dividend Appreciation ETF
+0.26%
+$8,354.34 
FICO Fair Isaac Corp.
+0.26%
+$369.9 
BBAX JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
+0.26%
+$1,310.88 
DFIV Dimensional International Value ETF
+0.26%
+$4,172.66 
EXC Exelon Corp.
+0.26%
+$959.65 
GPC Genuine Parts Company
+0.26%
+$540.54 
XEL Xcel Energy Inc.
+0.25%
+$3,431.22 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.25%
+$250 
FISV Fiserv, Inc.
+0.25%
+$13,600.56 
VCEL Vericel Corporation
+0.25%
+$1,304.9 
WFC Wells Fargo & Company
+0.24%
+$22,051.6 
IVLU iShares MSCI Intl Value Factor ETF
+0.23%
+$850 
COST Costco Wholesale Corp
+0.22%
+$14,704.87 
FALN iShares Fallen Angels USD Bond ETF
+0.21%
+$440 
DFUV Dimensional US Marketwide Value ETF
+0.21%
+$2,121.6 
VTV Vanguard Morningstar Value ETF
+0.21%
+$10,096.12 
DIHP Dimensional International High Profitability ETF
+0.2%
+$3,286.08 
SCHV Schwab U.S. Large-Cap Value ETF
+0.2%
+$1,335.6 
UNM Unum Group
+0.2%
+$1,165.65 
LH Labcorp Holdings Inc.
+0.2%
+$2,284.8 
TXT Textron Inc.
+0.19%
+$563.1 
PFF iShares Preferred and Income Securities ETF
+0.19%
+$440 
FDX FedEx Corp.
+0.19%
+$1,392.14 
PRF Invesco RAFI US 1000 ETF
+0.19%
+$2,745.75 
ECL Ecolab Inc.
+0.18%
+$27,757.69 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.18%
+$1,040 
LPLA LPL Financial Holdings Inc.
+0.18%
+$475.6 
MDGL Madrigal Pharmaceuticals Inc.
+0.17%
+$562.13 
BAC-PL Bank of America Corporation
+0.17%
+$1,304 
OKE ONEOK, Inc.
+0.17%
+$1,246.51 
TLT iShares 20+ Year Treasury Bond ETF
+0.16%
+$8,011.64 
DGII Digi International Inc.
+0.16%
+$480 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.16%
+$2,304.64 
VYM Vanguard High Dividend Yield ETF
+0.15%
+$13,370.5 
DSL DoubleLine Income Solutions Fund
+0.15%
+$200.25 
MSFT Microsoft Corporation Common Stock
+0.15%
+$143,056 
ELV Elevance Health, Inc.
+0.14%
+$2,159.46 
MBB iShares MBS ETF
+0.14%
+$3,386.12 
RDDT Reddit Inc. Class A Common Stock
+0.14%
+$694.29 
CME CME Group Inc. Class A Common Stock
+0.13%
+$2,874.81 
CW Curtiss-Wright Corporation
+0.13%
+$312.65 
DFAT Dimensional U.S. Targeted Value ETF
+0.13%
+$1,102.59 
XLE State Street Energy Select Sector SPDR ETF
+0.12%
+$3,470.12 
ED Consolidated Edison Inc.
+0.12%
+$350.46 
MAS Masco Corporation
+0.11%
+$420.24 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.11%
+$1,562.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.11%
+$1,258.67 
PAYX Paychex Inc.
+0.11%
+$381.75 
APD Air Products and Chemicals Inc.
+0.11%
+$1,342.62 
DGRO iShares Core Dividend Growth ETF
+0.1%
+$627.67 
SHYM iShares Short Duration High Yield Muni Active ETF
+0.09%
+$185.56 
IWN iShares Russell 2000 Value ETF
+0.09%
+$2,457.36 
TIP iShares TIPS Bond ETF
+0.08%
+$687.57 
FBND Fidelity Total Bond ETF
+0.08%
+$247.59 
MEAR iShares Short Maturity Municipal Bond Active ETF
+0.08%
+$186.04 
JCPB JPMorgan Core Plus Bond ETF
+0.08%
+$2,416.86 
JEPI JPMorgan Equity Premium Income ETF
+0.07%
+$175.2 
EW Edwards Lifesciences Corporation
+0.07%
+$299.94 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$330 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$297.57 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.06%
+$390 
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund
+0.06%
+$1,323.32 
CARR Carrier Global Corp.
+0.05%
+$245.61 
VEEV Veeva Systems Inc.
+0.05%
+$236.76 
BND Vanguard Total Bond Market ETF
+0.05%
+$288.01 
IJS iShares S&P Small-Cap 600 Value ETF
+0.05%
+$254.58 
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
+0.04%
+$456.53 
ATO Atmos Energy Corporation
+0.04%
+$199.64 
TECH Bio-Techne Corp.
+0.04%
+$4,080.78 
MUB iShares National Muni Bond ETF
+0.04%
+$1,710.44 
SOLV Solventum Corporation
+0.04%
+$1,144.11 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$76.84 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$589.98 
COP ConocoPhillips
+0.03%
+$556.2 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
+0.03%
+$125 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.02%
+$130 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$789.75 
OC Owens Corning
+0.02%
+$36.42 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.02%
+$130 
IEF iShares 7-10 Year Treasury Bond ETF
+0.02%
+$1,237.96 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.02%
+$80 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.02%
+$538.26 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$349.56 
BALL Ball Corporation
+0.02%
+$41.87 
WEC WEC Energy Group Inc.
+0.01%
+$1,069.12 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.01%
+$37.71 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.01%
+$39.2 
EME EMCOR Group, Inc.
+0.01%
+$21.46 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$127.99 
JPIE JPMorgan Income ETF
+0.01%
+$42.55 
JMUB JPMorgan Municipal ETF
+0.01%
+$121.78 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$121.06 
VGIT Vanguard Intermediate-Term Treasury ETF
+0.01%
+$118.2 
AFL Aflac Incorporated
+0.01%
+$25.97 
NEM Newmont Corporation
0%
+$43.93 
ADSK Autodesk Inc.
0%
+$5.86 
APA APA Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
VGSH Vanguard Short-Term Treasury ETF
0%
+$1.03 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
RC Ready Capital Corporation
-8.9%
-$4,461.98 
T AT&T Inc.
-6.25%
-$60,264.24 
DY Dycom Industries, Inc.
-5.06%
-$39,096.64 
CMG Chipotle Mexican Grill, Inc.
-5.04%
-$21,529.49 
AN AutoNation, Inc.
-4.36%
-$14,240.02 
NFLX Netflix Inc.
-4.31%
-$126,522.24 
STOK Stoke Therapeutics, Inc.
-3.98%
-$11,464.96 
BABA Alibaba Group Holding Ltd. ADR
-3.86%
-$35,489.3 
SE Sea Limited Sponsored ADR
-3.66%
-$7,182.85 
FLO Flowers Foods, Inc.
-3.58%
-$2,222.67 
ABT Abbott Laboratories
-3.57%
-$359,320.5 
EQR Equity Residential
-3.5%
-$10,785.39 
TMUS T-Mobile US Inc.
-3.02%
-$31,868.32 
IGR CBRE Global Real Estate Income Fund
-2.88%
-$1,258.74 
MTZ MasTec, Inc.
-2.87%
-$14,240.86 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
-2.87%
-$8,235.05 
BKNG Booking Holdings Inc.
-2.72%
-$25,021.86 
BURL Burlington Stores Inc.
-2.6%
-$6,140.14 
HWM Howmet Aerospace Inc.
-2.58%
-$6,175.26 
ICL ICL Group Ltd.
-2.57%
-$3,057.12 
AMT American Tower Corporation
-2.53%
-$27,337.35 
VZ Verizon Communications Inc.
-2.47%
-$193,001.6 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.4%
-$22,077.9 
BRK-B Berkshire Hathaway Inc.
-2.37%
-$311,160.67 
GIS General Mills Inc.
-2.35%
-$9,866.67 
BSX Boston Scientific Corp.
-2.31%
-$17,591.07 
SYK Stryker Corp.
-2.28%
-$29,002.22 
DASH DoorDash, Inc. Class A Common Stock
-2.25%
-$8,432.22 
DECK Deckers Outdoor Corporation
-2.01%
-$3,806.88 
CCI Crown Castle Inc.
-2%
-$6,368.22 
CCEP Coca-Cola Europacific Partners PLC
-1.97%
-$9,397.22 
GILD Gilead Sciences Inc.
-1.95%
-$39,302.17 
ABBV AbbVie Inc.
-1.92%
-$157,047.55 
CMCSA Comcast Corp. Class A Common Stock
-1.86%
-$11,219.94 
ISRG Intuitive Surgical Inc.
-1.8%
-$75,587.2 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
-1.78%
-$8,990.42 
RTX RTX Corporation
-1.73%
-$75,921.27 
CTVA Corteva Inc.
-1.67%
-$2,309.1 
MCK McKesson Corporation
-1.66%
-$23,276.58 
APP AppLovin Corporation Class A Common Stock
-1.64%
-$6,172.64 
PM Philip Morris International Inc.
-1.64%
-$42,539.3 
GOOG Alphabet Inc
-1.63%
-$819,340.7 
ADM Archer-Daniels-Midland Company
-1.63%
-$5,528.2 
CROX Crocs, Inc.
-1.59%
-$3,560.85 
F Ford Motor Co.
-1.56%
-$4,479.63 
GOOGL Alphabet Inc
-1.56%
-$481,871.47 
BG Bunge Global SA
-1.54%
-$3,450.55 
BHP BHP Group Ltd. Sponsored ADR
-1.54%
-$14,685.3 
MPC Marathon Petroleum Corp.
-1.51%
-$28,744.57 
ALB Albemarle Corporation
-1.41%
-$4,672.35 
WY Weyerhaeuser Co.
-1.4%
-$7,472.52 
O Realty Income Corp.
-1.33%
-$4,833 
BMY Bristol-Myers Squibb Company
-1.33%
-$28,973.06 
HSY The Hershey Company Common Stock
-1.31%
-$7,618.4 
MDT Medtronic plc
-1.3%
-$28,315.83 
DRI Darden Restaurants, Inc.
-1.3%
-$4,288.37 
PFE Pfizer Inc.
-1.26%
-$21,429.34 
UL Unilever PLC Sponsored ADR
-1.26%
-$14,389.36 
GM General Motors Co.
-1.22%
-$4,131.3 
HCA HCA Healthcare, Inc.
-1.22%
-$7,895.7 
DG Dollar General Corp.
-1.2%
-$2,939.86 
RELX RELX PLC American Depositary Receipt
-1.19%
-$7,429.29 
JNJ Johnson & Johnson
-1.19%
-$231,044.73 
MO Altria Group, Inc.
-1.19%
-$7,792.43 
KMB Kimberly-Clark Corporation
-1.17%
-$3,753.32 
ORLY O'Reilly Automotive Inc.
-1.17%
-$8,783.22 
RIO Rio Tinto plc ADR
-1.16%
-$7,101.24 
BRO Brown & Brown Inc.
-1.14%
-$3,886.54 
HLN Haleon Plc ADR
-1.13%
-$2,737.11 
WDAY Workday Inc Class A Common Stock
-1.13%
-$5,988.39 
GSK GSK plc ADR
-1.08%
-$5,880.01 
PG The Procter & Gamble Company
-1.03%
-$77,652.83 
EPD Enterprise Products Partners L.P.
-1.03%
-$14,447.6 
RSG Republic Services Inc.
-1.01%
-$4,675.16 
PSA Public Storage
-1.01%
-$3,913.16 
SNY Sanofi ADR
-1%
-$5,658.52 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1%
-$3,406.32 
ORCL Oracle Corporation
-0.99%
-$33,804.72 
WM Waste Management Inc.
-0.99%
-$60,122 
COR Cencora Inc.
-0.99%
-$5,293.78 
WELL Welltower Inc.
-0.97%
-$15,107.41 
UBER Uber Technologies Inc.
-0.96%
-$12,864.72 
CL Colgate-Palmolive Co.
-0.94%
-$4,650.25 
ZTS Zoetis Inc. Class A Common Stock
-0.94%
-$13,236.77 
HDV iShares Core High Dividend ETF
-0.93%
-$2,485 
DVN Devon Energy Corporation
-0.92%
-$4,729.05 
FANG Diamondback Energy Inc.
-0.92%
-$3,046.52 
SYY Sysco Corp.
-0.92%
-$14,296.36 
STZ Constellation Brands Inc. Class A
-0.91%
-$2,047.32 
KVUE Kenvue Inc.
-0.91%
-$3,267.78 
GE General Electric Company
-0.91%
-$15,563.84 
BR Broadridge Financial Solutions, Inc.
-0.87%
-$3,182.39 
AON Aon plc Class A
-0.85%
-$9,283.64 
MRSH Marsh & McLennan Companies, Inc.
-0.84%
-$8,388.1 
HWKN Hawkins, Inc.
-0.84%
-$6,598.96 
KO The Coca-Cola Company
-0.84%
-$34,231.5 
WAFD WaFd, Inc.
-0.84%
-$2,242.8 
LLY Eli Lilly and Company
-0.83%
-$324,875.07 
NIM Nuveen Select Maturities Municipal Fund
-0.83%
-$2,572.82 
OMC Omnicom Group Inc.
-0.81%
-$2,108.04 
SPOT Spotify Technology S.A.
-0.81%
-$7,689.33 
FLEX Flex Ltd.
-0.81%
-$2,012.78 
WCN Waste Connections, Inc.
-0.8%
-$2,170.56 
CHD Church & Dwight Co., Inc.
-0.79%
-$12,233.76 
TPR Tapestry Inc.
-0.77%
-$1,575.21 
CRS Carpenter Technology Corporation
-0.77%
-$1,024.59 
PGR The Progressive Corporation
-0.76%
-$9,151.18 
TDG TransDigm Group Inc.
-0.76%
-$6,054.75 
RACE Ferrari N.V.
-0.72%
-$4,280.4 
SBUX Starbucks Corp.
-0.72%
-$11,976.48 
CB Chubb Limited
-0.71%
-$13,669.19 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.71%
-$13,494.3 
HPQ HP Inc.
-0.7%
-$4,873.44 
XLC State Street Communication Services Select Sector SPDR ETF
-0.7%
-$7,774.69 
HIG The Hartford Insurance Group, Inc.
-0.7%
-$2,162.2 
BTI British American Tobacco plc ADR
-0.69%
-$4,111.07 
VTR Ventas, Inc.
-0.67%
-$1,774.22 
VDC Vanguard Consumer Staples ETF
-0.66%
-$4,396 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.65%
-$2,354.3 
CGBD Carlyle Secured Lending, Inc.
-0.64%
-$1,007.96 
CVS CVS Health Corporation Common Stock
-0.63%
-$5,256.82 
ENPH Enphase Energy, Inc.
-0.62%
-$2,672 
BBD Banco Bradesco S.A. ADR
-0.61%
-$286.07 
HRL Hormel Foods Corporation
-0.61%
-$25,892.25 
XLV State Street Health Care Select Sector SPDR ETF
-0.59%
-$28,482.6 
HMC Honda Motor Co Ltd Sponsored ADR
-0.58%
-$1,615 
IT Gartner Inc.
-0.57%
-$2,322.18 
CNC Centene Corp.
-0.56%
-$1,386.8 
DHI D.R. Horton, Inc.
-0.56%
-$2,192.58 
FUL H.B. Fuller Company
-0.55%
-$24,838.24 
OBDC Blue Owl Capital Corporation
-0.55%
-$1,953.65 
PSX Phillips 66
-0.54%
-$9,977.69 
FRT Federal Realty Investment Trust
-0.53%
-$932.25 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.52%
-$1,738.59 
VKTX Viking Therapeutics, Inc.
-0.51%
-$4,032.59 
BMN BlackRock 2037 Municipal Target Term Trust
-0.49%
-$1,320 
ADBE Adobe Inc.
-0.48%
-$7,125.45 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.48%
-$1,893.26 
CLFD Clearfield, Inc.
-0.48%
-$1,190.79 
LEN Lennar Corp. Class A Common Stock
-0.47%
-$2,751.32 
OXY Occidental Petroleum Corp.
-0.47%
-$1,431.63 
UNH UnitedHealth Group Inc.
-0.47%
-$74,739.1 
ROP Roper Technologies Inc.
-0.47%
-$4,720.95 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.46%
-$5,758.48 
SCHH Schwab U.S. REIT ETF
-0.46%
-$1,351.14 
ACN Accenture plc
-0.46%
-$5,516.5 
HRB H&R Block Inc.
-0.45%
-$1,791.02 
VNQ Vanguard Real Estate ETF
-0.44%
-$6,279.93 
TM Toyota Motor Corporation Sponsored ADR
-0.42%
-$6,221.68 
FSLR First Solar Inc.
-0.41%
-$777.59 
VHT Vanguard Health Care ETF
-0.41%
-$1,891.4 
VTRS Viatris Inc.
-0.4%
-$828.48 
VLO Valero Energy Corporation
-0.4%
-$4,241.8 
RWR State Street SPDR Dow Jones REIT ETF
-0.4%
-$1,275 
BIIB Biogen Inc.
-0.4%
-$1,494.79 
NEE NextEra Energy Inc.
-0.39%
-$11,364.6 
PIPR Piper Sandler Companies
-0.39%
-$3,799.25 
MNST Monster Beverage Corporation
-0.38%
-$1,460.17 
D Dominion Energy, Inc.
-0.38%
-$3,041.28 
CSGP CoStar Group, Inc.
-0.38%
-$1,317.36 
LOW Lowe's Companies, Inc.
-0.37%
-$6,257.06 
SPG Simon Property Group Inc.
-0.37%
-$3,105.36 
GRAB Grab Holdings Ltd. Class A
-0.35%
-$160.37 
TGT Target Corp.
-0.34%
-$7,006.07 
AJG Arthur J. Gallagher & Co.
-0.34%
-$9,813.25 
LHX L3Harris Technologies, Inc.
-0.34%
-$3,001.35 
BX Blackstone Inc.
-0.33%
-$2,690.41 
RVMD Revolution Medicines, Inc.
-0.32%
-$1,134.74 
VOX Vanguard Communication Services ETF
-0.32%
-$8,249.64 
ABNB Airbnb Inc. Class A Common Stock
-0.32%
-$994.08 
LRCX Lam Research Corp.
-0.31%
-$9,013.79 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.29%
-$1,772.48 
PHM PulteGroup, Inc.
-0.29%
-$498.63 
TJX The TJX Companies, Inc.
-0.29%
-$4,239.16 
HD The Home Depot, Inc.
-0.28%
-$41,121.21 
AZO AutoZone, Inc.
-0.28%
-$2,398.42 
TNC Tennant Company
-0.27%
-$5,221.26 
INTU Intuit Inc.
-0.27%
-$1,253.99 
LMBS First Trust Low Duration Opportunities ETF
-0.27%
-$578.24 
ALL The Allstate Corporation
-0.26%
-$1,678.38 
PRU Prudential Financial, Inc.
-0.26%
-$1,557.6 
DIS The Walt Disney Company
-0.26%
-$11,581.83 
LIN Linde plc
-0.25%
-$5,851.87 
AMGN Amgen Inc. Common Stock
-0.24%
-$10,989.3 
ALC Alcon Inc.
-0.24%
-$691.2 
KDP Keurig Dr Pepper Inc.
-0.23%
-$508.48 
SYLD Cambria Shareholder Yield ETF
-0.23%
-$1,680.9 
WFC-PL Wells Fargo & Company
-0.23%
-$769.3 
NVO Novo Nordisk A/S Sponsored ADR
-0.23%
-$3,201.66 
GNR State Street SPDR S&P Global Natural Resources ETF
-0.23%
-$701.05 
SONY Sony Group Corp. Sponsored ADR
-0.22%
-$3,289.33 
CMS CMS Energy Corporation Common Stock
-0.2%
-$386.12 
AES The AES Corporation
-0.2%
-$468.59 
ICE Intercontinental Exchange, Inc.
-0.2%
-$2,854.26 
DUK Duke Energy Corporation
-0.19%
-$1,521.62 
CI The Cigna Group
-0.19%
-$1,529.31 
REGN Regeneron Pharmaceuticals, Inc.
-0.19%
-$790.52 
AWK American Water Works Company, Inc.
-0.18%
-$782.5 
TRV The Travelers Companies, Inc.
-0.18%
-$4,141.2 
MCD McDonald's Corporation
-0.18%
-$6,819.06 
DE Deere & Company
-0.17%
-$4,438.54 
SCHD Schwab U.S. Dividend Equity ETF
-0.17%
-$600 
JPM JPMorgan Chase & Co.
-0.17%
-$53,709.76 
WMT Walmart Inc.
-0.17%
-$9,950.4 
CRM Salesforce, Inc.
-0.17%
-$3,045.92 
ITA iShares U.S. Aerospace & Defense ETF
-0.15%
-$391.21 
SCHE Schwab Emerging Markets Equity ETF
-0.14%
-$711.85 
ROST Ross Stores Inc.
-0.14%
-$427.21 
SO The Southern Company
-0.13%
-$785.88 
EOG EOG Resources, Inc.
-0.13%
-$726 
WTRG Essential Utilities Inc.
-0.12%
-$531.65 
DVY iShares Select Dividend ETF
-0.12%
-$2,747.02 
FCX Freeport-McMoRan Inc.
-0.12%
-$558.16 
NGG National Grid plc Sponsored ADR
-0.11%
-$537.38 
TTE TotalEnergies SE
-0.11%
-$1,122.42 
L Loews Corp.
-0.1%
-$194.81 
XOM ExxonMobil Holdings Corporation
-0.1%
-$4,905.52 
AZN AstraZeneca PLC American Depositary Shares
-0.1%
-$1,852.76 
IDXX IDEXX Laboratories, Inc.
-0.09%
-$239.04 
HUM Humana Inc.
-0.07%
-$418.24 
BNDX Vanguard Total International Bond ETF
-0.07%
-$442.08 
CAH Cardinal Health, Inc.
-0.07%
-$566.24 
NKE Nike, Inc. Class B Common Stock
-0.07%
-$289.87 
NVS Novartis AG Sponsored ADR
-0.05%
-$1,305.76 
LMT Lockheed Martin Corporation
-0.05%
-$618.03 
MLPA Global X MLP ETF
-0.05%
-$228.78 
CFR Cullen/Frost Bankers, Inc.
-0.04%
-$105.21 
TDY Teledyne Technologies Incorporated
-0.04%
-$96.93 
VWO Vanguard FTSE Emerging Markets ETF
-0.03%
-$1,932.78 
IDV iShares International Select Dividend ETF
-0.02%
-$183.68 
QLTY GMO U.S. Quality ETF
-0.02%
-$81.01 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$137.76 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$667.8 
PAG Penske Automotive Group Inc.
-0.01%
-$24.3 
EXPD Expeditors International of Washington Inc.
-0.01%
-$34.58 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 21906 | Longs Won 15305/21906 69% | Profit Factor 1.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $129.54M |
| Average Win $3.48M | Best Trade (Sep 30) $4.89B | Sharpe Ratio -19.8 |
| Average Loss -$5.45M | Worst Trade (Dec 30) -$17.76B | Z-Score -3.15 (100%) |
| Commissions $0 | Avg. Trade Length 3y 6m 4w 1d | Expectancy $790,427.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 17.5% | 29.57% | 40.2% | 49.98% | 59.17% | 67.93% | 76.34% | 84.46% | 92.33% |
| Consecutive Losing Trades | 1,484 | 1,335 | 1,187 | 1,039 | 890 | 742 | 593 | 445 | 297 | 148 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 6,096 | $615,661.03 | $1.09M | - | $469,426.97 | 76.25% | +2.884% |
| AAON AAON, Inc. | 494 | $41,540.15 | $36,817.82 | - | -$4,722.33 | -11.37% | +0.825% |
| AAPL Apple Inc. | 214,384 | $25.55M | $73.93M | - | $48.38M | 189.35% | +1.58% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 1,815 | $216,583.95 | $198,615.45 | - | -$17,968.5 | -8.3% | +0.542% |
| ABBV AbbVie Inc. | 28,348 | $4.29M | $8.04M | - | $3.75M | 87.54% | -1.916% |
| ABNB Airbnb Inc. Class A Common Stock | 1,744 | $212,633.84 | $307,589.28 | - | $94,955.44 | 44.66% | -0.322% |
| ABT Abbott Laboratories | 98,175 | $5.7M | $9.7M | - | $3.99M | 70.02% | -3.572% |
| ACN Accenture plc | 5,015 | $1.57M | $1.19M | - | -$377,868.92 | -24.04% | -0.46% |
| ACWI iShares MSCI ACWI ETF | 87,728 | $6.22M | $14.02M | - | $7.8M | 125.41% | +0.63% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 8,000 | $390,160 | $598,840 | - | $208,680 | 53.49% | +0.49% |
| ADBE Adobe Inc. | 5,793 | $2.64M | $1.48M | - | -$1.16M | -43.9% | -0.479% |
| ADI Analog Devices, Inc. | 5,156 | $1.14M | $2.1M | - | $959,023.29 | 83.79% | +2.755% |
| ADM Archer-Daniels-Midland Company | 4,220 | $227,949.09 | $334,013 | - | $106,063.91 | 46.53% | -1.628% |
| ADP Automatic Data Processing Inc. | 17,713 | $4.31M | $5.22M | - | $903,717.09 | 20.96% | +0.588% |
| ADSK Autodesk Inc. | 2,253 | $565,637.32 | $553,297.6 | - | -$12,339.72 | -2.18% | +0.001% |
| AEG Aegon Ltd. New York Registry Shares | 16,599 | $106,926.27 | $139,680.58 | - | $32,754.31 | 30.63% | +1.142% |
| AEIS Advanced Energy Industries Inc. | 641 | $207,308.55 | $159,910.27 | - | -$47,398.28 | -22.86% | +4.098% |
| AEP American Electric Power Company, Inc. | 4,296 | $402,187.95 | $548,856.96 | - | $146,669.01 | 36.47% | +0.424% |
| AER AerCap Holdings N.V. | 4,551 | $323,750.26 | $677,097.78 | - | $353,347.52 | 109.14% | +3.019% |
| AES The AES Corporation | 15,672 | $200,929.47 | $234,141.25 | - | $33,211.78 | 16.53% | -0.2% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Carl Schmidtman?
The largest contributions to the portfolio's profits come from the following stocks: VAL - $10.99B, NLC - $5.28B, BMS - $3.39B, STJ - $2.44B, and Magellan Midstream Partners LP - $1.4B. 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: MOVE - $17.6B, MOVE - $1.81B, n22717107 - $1.4B, Great Western Bancorp Inc - $1.36B, and Jamf Holding Corp - $852.11M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Carl Schmidtman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $242.13M earned over time. The largest contributors to dividend income include General Electric Company - $10.71M, PACCAR Inc - $8.61M, Johnson & Johnson - $6.65M, U.S. Bancorp - $6.24M, and Medtronic plc - $5.36M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Carl Schmidtman's monthly returns?
Carl Schmidtman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Carl Schmidtman's strategy be considered aggressive or moderate?
Carl Schmidtman's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Carl Schmidtman's strategy?
Carl Schmidtman'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.
2026 © Marketlog. All Rights Reserved.
