Field & Main Bank Portfolio
Invests via Field & Main Bank | Managed by Field & Main Bank
Invests via Field & Main Bank
Managed by Field & Main Bank
Automatically Tracked
Company Profile
Serving community and commercial clients across the Southeast, Field & Main Bank provides regional banking, deposit services, commercial and small-business lending, and treasury solutions tailored to local markets. The bank supports owner-occupied real estate financing, working capital lines and SBA lending partnerships while leveraging branch network and digital capabilities to capture deposit spreads. Relevant to investors, the franchise emphasizes local credit underwriting and fee income diversification.
Serving community and commercial clients across the Southeast, Field & Main Bank provides regional banking, deposit services, commercial and small-business lending, and treasury solutions tailored to local markets. The bank supports owner-occupied real estate financing, working capital lines and SBA lending partnerships while leveraging branch network and digital capabilities to capture deposit spreads. Relevant to investors, the franchise emphasizes local credit underwriting and fee income diversification.
Investment Philosophy & Strategy
Regional community-bank investment philosophy emphasizes stable, deposit-funded lending with a bias toward owner-occupied CRE, middle-market commercial loans, and SBA partnerships to drive net interest margin and fee income diversification. Capital allocation prioritizes disciplined credit underwriting, conservative allowance build, and reinvestment in branch and digital capabilities to defend local deposit share. Growth strategy balances organic loan origination with targeted acquisitions and fee products, adopting a conservative liquidity and capital buffer framework to manage cyclical credit and interest-rate risk.
Regional community-bank investment philosophy emphasizes stable, deposit-funded lending with a bias toward owner-occupied CRE, middle-market commercial loans, and SBA partnerships to drive net interest margin and fee income diversification. Capital allocation prioritizes disciplined credit underwriting, conservative allowance build, and reinvestment in branch and digital capabilities to defend local deposit share. Growth strategy balances organic loan origination with targeted acquisitions and fee products, adopting a conservative liquidity and capital buffer framework to manage cyclical credit and interest-rate risk.
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:
181.76%
Gain -1.02%
Monthly
1.3%
Yearly
16.77%
Drawdown
29.84%
$494.87M
Equity
Holdings
$494.87M
Investment
$296.02M
$257.65M
Profit -$1.66M
Realized
$58.8M
Unrealized
$198.85M
Dividends
$38.2M
Goals
Avg. 74.67% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 26% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.02%
Profit
-$1.66M
Win %
77%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$1.31M
Win %
77%
This Month
Compared to last month
Gain
1.15%
Profit
$5.62M
Win %
77%
This Year
Compared to last year
Gain
1.94%
Profit
$9.76M
Win %
76%
CBRL Cracker Barrel Old Country Store, Inc.
+3.09%
+$31.2 
EQT EQT Corporation
+2.77%
+$7,609.65 
IDXX IDEXX Laboratories, Inc.
+2.62%
+$286.95 
SLB Schlumberger Limited
+2.41%
+$2,219.32 
MSI Motorola Solutions, Inc.
+2.41%
+$823.5 
RTX RTX Corporation
+2.39%
+$81,450.53 
LMT Lockheed Martin Corporation
+2.27%
+$627.64 
COP ConocoPhillips
+2.17%
+$10,635.24 
LNG Cheniere Energy Inc.
+2.15%
+$312.78 
EOG EOG Resources, Inc.
+2.15%
+$17,590.64 
PEP PepsiCo, Inc.
+2.06%
+$47,986.2 
NUE Nucor Corporation
+1.97%
+$27,888.75 
PM Philip Morris International Inc.
+1.93%
+$25,147.97 
TJX The TJX Companies, Inc.
+1.82%
+$46,207.87 
AEE Ameren Corporation
+1.81%
+$1,776.6 
USB U.S. Bancorp
+1.78%
+$12,546 
CMCSA Comcast Corp
+1.77%
+$109.34 
OXY-WT Occidental Petroleum Corporation
+1.76%
+$6.12 
SO The Southern Company
+1.69%
+$15,009.4 
C Citigroup Inc.
+1.66%
+$20,997.72 
MAR Marriott International Inc. - Class A
+1.63%
+$15,737.71 
GE General Electric Company
+1.62%
+$27,435.32 
DUK Duke Energy Corporation
+1.61%
+$17,871.36 
CVX Chevron Corporation
+1.61%
+$64,545.87 
TM Toyota Motor Corporation
+1.59%
+$106.75 
MDLZ Mondelez International, Inc.
+1.54%
+$13,725.51 
APO Apollo Global Management, Inc.
+1.54%
+$3,852.8 
AMT American Tower Corporation
+1.53%
+$831 
JPM JPMorgan Chase & Co.
+1.53%
+$157,557.76 
DVN Devon Energy Corporation
+1.52%
+$566.25 
MLPX Global X MLP & Energy Infrastructure ETF
+1.51%
+$1,458 
RCL Royal Caribbean Group
+1.44%
+$2,468.27 
GD General Dynamics Corporation
+1.43%
+$842.63 
CHTR Charter Communications Inc
+1.43%
+$39.25 
KO The Coca-Cola Company
+1.41%
+$58,256.87 
OXY Occidental Petroleum Corporation
+1.4%
+$85 
AMX América Móvil, S.A.B. de C.V.
+1.38%
+$4,030 
HD The Home Depot, Inc.
+1.33%
+$73,252.71 
ALL Allstate Corporation
+1.32%
+$1,027 
WFC Wells Fargo & Company
+1.31%
+$8,777.65 
BLK BlackRock, Inc.
+1.28%
+$22,279.35 
LYB LyondellBasell Industries N.V.
+1.25%
+$312 
OLED Universal Display Corporation
+1.22%
+$239.97 
PG Procter & Gamble Co
+1.22%
+$52,083.79 
CMI Cummins Inc.
+1.21%
+$17,710.06 
DLR Digital Realty Trust, Inc.
+1.19%
+$104 
HSY The Hershey Company
+1.19%
+$4,582.82 
GABC German American Bancorp Inc.
+1.19%
+$1,770 
PNC The PNC Financial Services Group, Inc.
+1.18%
+$12,420.6 
COST Costco Wholesale Corporation
+1.18%
+$51,288.52 
MET MetLife Inc.
+1.17%
+$31.73 
MNST Monster Beverage Corporation
+1.14%
+$7,828 
LIN Linde plc
+1.13%
+$19,240.78 
LOW Lowe's Companies Inc.
+1.12%
+$602.8 
ETR Entergy Corporation
+1.09%
+$7,226.35 
IDU iShares U.S. Utilities ETF
+1.08%
+$2,967 
NEE NextEra Energy, Inc.
+1.08%
+$19,624.8 
ACN Accenture plc Class A
+1.06%
+$2,502.78 
OTIS Otis Worldwide Corporation
+1.06%
+$3,387 
MO Altria Group, Inc.
+1.06%
+$1,872 
MRK Merck & Co., Inc.
+1.05%
+$29,151.09 
TXN Texas Instruments Inc
+1.03%
+$1,546.15 
DPZ Domino's Pizza Inc.
+1.03%
+$437.5 
XOM Exxon Mobil Corporation
+1.02%
+$41,666.47 
ES Eversource Energy
+1.01%
+$175.54 
VTRS Viatris Inc.
+1.01%
+$26.09 
CINF Cincinnati Financial Corporation
+1%
+$915.75 
CL Colgate-Palmolive Company
+0.98%
+$1,342.25 
SRE Sempra
+0.97%
+$556.5 
EXPE Expedia Group, Inc.
+0.96%
+$4,361.12 
STZ Constellation Brands, Inc.
+0.93%
+$126 
TMUS T-Mobile US, Inc.
+0.9%
+$20,026.27 
TT Trane Technologies plc
+0.87%
+$1,025.43 
PSX Phillips 66
+0.86%
+$8,483.4 
AAPL Apple Inc.
+0.85%
+$221,390.33 
ORLY O'Reilly Automotive Inc.
+0.85%
+$7,836.9 
AXP American Express Company
+0.79%
+$992 
VZ Verizon Communications Inc.
+0.79%
+$8,607.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$273 
CLX The Clorox Company
+0.76%
+$2,030.5 
CARR Carrier Global Corporation
+0.75%
+$403.85 
DIS The Walt Disney Company
+0.74%
+$24,640.28 
BRK-B Berkshire Hathaway Inc.
+0.74%
+$28,996.5 
BAC Bank of America Corporation
+0.72%
+$9,273.75 
LLY Eli Lilly and Company
+0.68%
+$67,194.53 
KMB Kimberly-Clark Corporation
+0.68%
+$394.05 
ASML ASML Holding N.V. New York Registry Shares
+0.66%
+$164.78 
AFL Aflac Inc.
+0.65%
+$2,017.4 
IYM iShares U.S. Basic Materials ETF
+0.65%
+$366.98 
CB Chubb Limited
+0.65%
+$12,710.42 
V Visa Inc. Class A
+0.63%
+$39,794.43 
TSCO Tractor Supply Company
+0.63%
+$1,296.75 
ITW Illinois Tool Works Inc.
+0.62%
+$423.75 
KR Kroger Co.
+0.61%
+$660.27 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
+0.6%
+$56.29 
PYPL PayPal Holdings Inc
+0.59%
+$90.45 
T AT&T Inc.
+0.57%
+$3,200.31 
SYK Stryker Corporation
+0.55%
+$21,597.71 
ABBV AbbVie Inc.
+0.53%
+$15,965.46 
ISRG Intuitive Surgical, Inc.
+0.5%
+$8,251.88 
XLF Financial Select Sector SPDR Fund
+0.48%
+$50.35 
NTRS Northern Trust Corporation
+0.47%
+$770 
JNJ Johnson & Johnson
+0.46%
+$42,169.48 
DG Dollar General Corporation
+0.46%
+$1,389.58 
WMT Walmart Inc.
+0.43%
+$54,267.57 
PFE Pfizer Inc.
+0.42%
+$142.5 
FAST Fastenal Co.
+0.42%
+$84 
VNQ Vanguard Real Estate ETF
+0.42%
+$7,419.12 
IYR iShares U.S. Real Estate ETF
+0.41%
+$30 
PPG PPG Industries Inc.
+0.4%
+$626.84 
APD Air Products and Chemicals, Inc.
+0.39%
+$998 
NHI National Health Investors, Inc.
+0.38%
+$250 
RF Regions Financial Corporation
+0.37%
+$270 
MCK McKesson Corporation
+0.36%
+$6,483.6 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$59,186.52 
GEV GE Vernova Inc.
+0.34%
+$8,195.11 
CAH Cardinal Health Inc.
+0.34%
+$25.5 
ZBH Zimmer Biomet Holdings, Inc.
+0.33%
+$798.52 
ADP Automatic Data Processing Inc.
+0.33%
+$687.52 
CHD Church & Dwight Co., Inc.
+0.32%
+$115.5 
CVS CVS Health Corporation
+0.3%
+$35 
VTV Vanguard Value ETF
+0.29%
+$63.21 
EFA iShares MSCI EAFE ETF
+0.28%
+$49.59 
MS Morgan Stanley
+0.27%
+$151.9 
AMGN Amgen Inc.
+0.25%
+$7,783.61 
MKC McCormick & Company, Incorporated
+0.24%
+$376.75 
XAR SPDR S&P Aerospace & Defense ETF
+0.23%
+$38.62 
MCD McDonald's Corporation
+0.23%
+$3,373.15 
TEL TE Connectivity plc
+0.22%
+$481.74 
BA Boeing Company
+0.2%
+$241.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$198.94 
PNR Pentair plc
+0.18%
+$4.75 
VLO Valero Energy Corporation
+0.17%
+$5,029.62 
NVDA NVIDIA Corporation
+0.16%
+$21,686.7 
ONB Old National Bancorp
+0.16%
+$472.24 
ADM Archer-Daniels-Midland Co
+0.16%
+$213.2 
PGF Invesco Financial Preferred ETF
+0.16%
+$2,039.52 
CSL Carlisle Companies Inc.
+0.15%
+$76.5 
SBUX Starbucks Corporation
+0.14%
+$308.48 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.13%
+$46.25 
ELV Elevance Health, Inc.
+0.13%
+$1,016.84 
CAT Caterpillar Inc.
+0.12%
+$6,370.93 
IVE ISHARES S&P 500 VALUE ETF
+0.12%
+$17.69 
MA Mastercard Incorporated
+0.1%
+$1,461.1 
MPC Marathon Petroleum Corporation
+0.09%
+$1,039.48 
WM Waste Management, Inc.
+0.06%
+$1,638 
SYBT Stock Yards Bancorp Inc.
+0.05%
+$43,246.44 
IWD iShares Russell 1000 Value ETF
+0.03%
+$32 
GS The Goldman Sachs Group, Inc.
+0.01%
+$510.59 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
ZVIA Zevia PBC
0%
$0 
MRNA Moderna, Inc.
-9.8%
-$2,318 
OKTA Okta Inc.
-9.38%
-$587.1 
PANW Palo Alto Networks, Inc.
-7.45%
-$523,433.81 
CRWD CrowdStrike Holdings, Inc.
-7.21%
-$7,056 
PLTR Palantir Technologies Inc.
-6.31%
-$21,429.38 
NOW ServiceNow, Inc.
-5.09%
-$57,683.48 
ZM Zoom Video Communications, Inc.
-4.11%
-$81 
INTC Intel Corporation
-3.86%
-$29,440 
MU Micron Technology, Inc.
-3.62%
-$17,614.64 
ORCL Oracle Corporation
-3.52%
-$99,140.8 
SNPS Synopsys, Inc.
-3.48%
-$17,327.54 
AMD Advanced Micro Devices, Inc.
-3.45%
-$376,029.93 
APPN Appian Corporation
-3.24%
-$71 
AMAT Applied Materials, Inc.
-3.08%
-$39,529.7 
XBI SPDR S&P Biotech ETF
-3.08%
-$462 
LRCX Lam Research Corporation
-3.07%
-$44,185.35 
ANET Arista Networks, Inc.
-2.96%
-$53,460 
AVGO Broadcom Inc.
-2.89%
-$347,185.33 
CRM Salesforce Inc
-2.72%
-$31,067.35 
JBL Jabil Inc.
-2.59%
-$14,783.3 
MRVL Marvell Technology, Inc.
-2.59%
-$158,876.89 
ADBE Adobe Inc.
-2.56%
-$2,734.87 
NFLX Netflix, Inc.
-2.53%
-$38,507.52 
HPQ HP Inc.
-2.42%
-$596 
META Meta Platforms Inc Class A
-2.2%
-$119,174.37 
SOLV Solventum Corporation
-2.11%
-$46.25 
LMND Lemonade Inc.
-2%
-$91.5 
VRT Vertiv Holdings Co
-1.91%
-$49.32 
SCHW Charles Schwab Corporation
-1.91%
-$1,260 
MSFT Microsoft Corp.
-1.9%
-$553,177.94 
IWP iShares Russell Mid-Cap Growth ETF
-1.81%
-$139,393.15 
CSCO Cisco Systems, Inc.
-1.64%
-$49,428 
TMO Thermo Fisher Scientific Inc.
-1.62%
-$19,398.19 
EBAY eBay Inc.
-1.59%
-$548.8 
ULTA Ulta Beauty Inc.
-1.55%
-$47.3 
EW Edwards Lifesciences Corporation
-1.54%
-$47.6 
GOOGL Alphabet Inc
-1.5%
-$132,594.16 
SHOP Shopify Inc.
-1.49%
-$5,825.4 
RAL Ralliant Corporation
-1.49%
-$102.5 
QQQ Invesco QQQ Trust, Series 1
-1.44%
-$4,196 
DE Deere & Company
-1.44%
-$36,129.52 
UNH UnitedHealth Group Incorporated
-1.39%
-$53,458.79 
GOOG Alphabet Inc
-1.39%
-$16,921.2 
Z Zillow Group Inc.
-1.33%
-$42 
MGK Vanguard Mega Cap Growth ETF
-1.3%
-$300 
VOT Vanguard Mid-Cap Growth ETF
-1.3%
-$486.41 
ETN Eaton Corporation plc
-1.29%
-$44,141.04 
IWF iShares Russell 1000 Growth ETF
-1.24%
-$1,478.4 
VUG Vanguard Growth ETF
-1.23%
-$1,122 
VOX Vanguard Communication Services ETF
-1.22%
-$295 
EEM iShares MSCI Emerging Markets ETF
-1.19%
-$151,734.76 
FICO Fair Isaac Corporation
-1.18%
-$13,657.49 
FIX Comfort Systems USA, Inc.
-1.16%
-$274.24 
TSLA Tesla, Inc.
-1.11%
-$1,251.12 
PWR Quanta Services Inc.
-1.07%
-$5,758.58 
FSLR First Solar, Inc.
-1.06%
-$997.92 
CIM Chimera Investment Corporation
-1.05%
-$5.67 
BLNK Blink Charging Co.
-1.02%
-$0.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.02%
-$184.32 
QCOM QUALCOMM Incorporated
-1%
-$2,899.78 
VWO Vanguard FTSE Emerging Markets ETF
-0.97%
-$447.45 
WU Western Union Co.
-0.88%
-$82.5 
VB Vanguard Small-Cap ETF
-0.88%
-$94,242.5 
IBM International Business Machines Corporation
-0.86%
-$37,040.28 
BAX Baxter International Inc.
-0.85%
-$176 
GNRC Generac Holdings Inc.
-0.85%
-$33.8 
VEEV Veeva Systems Inc.
-0.85%
-$438.9 
MELI MercadoLibre, Inc.
-0.77%
-$100.01 
KSS Kohl's Corporation
-0.76%
-$34 
TGT Target Corporation
-0.75%
-$345.15 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.75%
-$171.75 
GILD Gilead Sciences Inc.
-0.71%
-$334.5 
BX Blackstone Inc.
-0.69%
-$14,107.5 
DHR Danaher Corporation
-0.65%
-$224.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.62%
-$4,118.2 
PRU Prudential Financial, Inc.
-0.62%
-$2,408.4 
LULU lululemon athletica inc.
-0.62%
-$30.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.6%
-$296.7 
AMZN Amazon.com Inc
-0.59%
-$42,834.45 
UPS United Parcel Service, Inc.
-0.56%
-$35.75 
IVV iShares Core S&P 500 ETF
-0.56%
-$2,044.86 
PAYX Paychex Inc.
-0.52%
-$195.5 
SPY SPDR S&P 500 ETF Trust
-0.5%
-$2,149.51 
ARCC Ares Capital Corporation
-0.5%
-$30.59 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$132 
MDY SPDR S&P MidCap 400 ETF Trust
-0.48%
-$2,281.23 
VOO Vanguard S&P 500 ETF
-0.48%
-$1,321.58 
QUAL iShares MSCI USA Quality Factor ETF
-0.45%
-$125.46 
MMM 3M Company
-0.45%
-$314.5 
PFGC Performance Food Group Co.
-0.43%
-$210 
ECL Ecolab Inc.
-0.43%
-$322.4 
GIS General Mills, Inc.
-0.38%
-$171.87 
VO Vanguard Mid-Cap ETF
-0.37%
-$62,634.32 
SYY Sysco Corporation
-0.35%
-$1,581.75 
UNP Union Pacific Corporation
-0.34%
-$7,119.63 
YUM Yum! Brands, Inc.
-0.33%
-$294 
KD Kyndryl Holdings Inc.
-0.3%
-$14.56 
IWS iShares Russell Mid-Cap Value ETF
-0.26%
-$58.96 
SHW The Sherwin-Williams Company
-0.23%
-$429.67 
ABT Abbott Laboratories
-0.21%
-$1,579.6 
GLD SPDR Gold Shares
-0.2%
-$470.46 
AMP Ameriprise Financial, Inc.
-0.2%
-$256.27 
VST Vistra Corp
-0.16%
-$237.5 
WAB Wabtec Corporation
-0.16%
-$1.84 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$161.81 
IFF International Flavors & Fragrances Inc.
-0.1%
-$19 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.1%
-$144 
PGX Invesco Preferred ETF
-0.1%
-$4,012.91 
BKNG Booking Holdings Inc.
-0.1%
-$257.6 
LEVI Levi Strauss & Co.
-0.1%
-$6 
CTAS Cintas Corporation
-0.08%
-$44.2 
XHB SPDR S&P Homebuilders ETF
-0.07%
-$109.2 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$24.44 
CF CF Industries Holdings, Inc.
-0.06%
-$140.7 
MAA Mid-America Apartment Communities, Inc.
-0.05%
-$5.5 
FTV Fortive Corporation
-0.04%
-$6 
BMY Bristol-Myers Squibb Company
-0.03%
-$183.02 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6073 | Longs Won 4149/6073 68% | Profit Factor 13.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $350,587.78 |
| Average Win $67,084.26 | Best Trade (Oct 16) $17.77M | Sharpe Ratio -13.88 |
| Average Loss -$10,750.74 | Worst Trade (Oct 16) -$640,064.02 | Z-Score 11.14 (100%) |
| Commissions $0 | Avg. Trade Length 4y 1w 3d | Expectancy $42,425.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 75,689 | $4.86M | $26.11M | - | $21.24M | 436.92% | +0.855% |
| ABBV AbbVie Inc. | 10,715 | $1.01M | $3.05M | - | $2.04M | 201.53% | +0.526% |
| ABT Abbott Laboratories | 7,180 | $492,465.64 | $750,022.8 | - | $257,557.16 | 52.3% | -0.21% |
| ACN Accenture plc Class A | 1,045 | $341,164.18 | $237,544.17 | - | -$103,620.01 | -30.37% | +1.065% |
| ADBE Adobe Inc. | 425 | $182,839.26 | $104,224.87 | - | -$78,614.39 | -43% | -2.557% |
| ADM Archer-Daniels-Midland Co | 1,640 | $118,696.8 | $136,218.4 | - | $17,521.6 | 14.76% | +0.157% |
| ADP Automatic Data Processing Inc. | 735 | $64,298.6 | $210,640.27 | - | $146,341.67 | 227.6% | +0.327% |
| AEE Ameren Corporation | 945 | $75,433.95 | $99,829.8 | - | $24,395.85 | 32.34% | +1.812% |
| AFL Aflac Inc. | 2,620 | $113,667 | $311,308.4 | - | $197,641.4 | 173.88% | +0.652% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 229 | $22,139.72 | $22,822.14 | - | $682.42 | 3.08% | -0.747% |
| ALL Allstate Corporation | 325 | $65,613.25 | $78,897 | - | $13,283.75 | 20.25% | +1.319% |
| AMAT Applied Materials, Inc. | 2,980 | $301,679.7 | $1.24M | - | $940,220.4 | 311.66% | -3.085% |
| AMD Advanced Micro Devices, Inc. | 19,373 | $1.34M | $10.52M | - | $9.18M | 685.41% | -3.452% |
| AMGN Amgen Inc. | 7,076 | $1.49M | $3.08M | - | $1.59M | 106.11% | +0.253% |
| AMP Ameriprise Financial, Inc. | 255 | $76,669.4 | $127,901.62 | - | $51,232.22 | 66.82% | -0.2% |
| AMT American Tower Corporation | 300 | $87,750 | $55,239 | - | -$32,511 | -37.05% | +1.527% |
| AMX América Móvil, S.A.B. de C.V. | 13,000 | $225,160 | $295,620 | - | $70,460 | 31.29% | +1.382% |
| AMZN Amazon.com Inc | 28,652 | $2.57M | $7.26M | - | $4.68M | 182.07% | -0.587% |
| ANET Arista Networks, Inc. | 9,720 | $1.33M | $1.75M | - | $422,721 | 31.84% | -2.964% |
| APD Air Products and Chemicals, Inc. | 853 | $227,457.14 | $253,997.8 | - | $26,540.66 | 11.67% | +0.394% |
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FAQ
Which stocks have generated the highest profits for Field & Main Bank?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $9.97M, Microsoft Corp - $5.61M, UnitedHealth Group Incorporated - $5.25M, Visa Inc. Class A - $3.33M, and Broadcom Inc - $3M. 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: Freeport-McMoRan Inc - $513,311.53, Schlumberger Limited - $436,991.22, Archer-Daniels-Midland Co - $358,171.3, Albemarle Corporation - $352,848.93, and APA Corporation - $334,641.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Field & Main Bank's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.2M earned over time. The largest contributors to dividend income include General Electric Company - $1.57M, Johnson & Johnson - $1.36M, JPMorgan Chase & Co - $1.13M, Alerian MLP ETF - $1.11M, and The Home Depot, Inc - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Field & Main Bank's monthly returns?
Field & Main Bank'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 Field & Main Bank's strategy be considered aggressive or moderate?
Field & Main Bank'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 Field & Main Bank's strategy?
Field & Main Bank'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.
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