SM
Steve McQuade Portfolio
Invests via TRUST Co. OF OKLAHOMA | Managed by Steve McQuade
Invests via TRUST Co. OF OKLAHOMA
Managed by Steve McQuade
Automatically Tracked
Steve McQuade Profile
With a wealth of experience in corporate leadership, Steve McQuade has established himself as a prominent figure in the technology sector. He has successfully led numerous initiatives to drive innovation and market expansion within growing firms. Notably, his background includes strategic roles where he facilitated substantial revenue growth while overseeing operational excellence. With an eye on future trends and technological advancements, he is adept at navigating complex business environments to seize emerging opportunities. His insights into market dynamics position him as a valuable resource for organizations aiming to enhance their competitive edge.
With a wealth of experience in corporate leadership, Steve McQuade has established himself as a prominent figure in the technology sector. He has successfully led numerous initiatives to drive innovation and market expansion within growing firms. Notably, his background includes strategic roles where he facilitated substantial revenue growth while overseeing operational excellence. With an eye on future trends and technological advancements, he is adept at navigating complex business environments to seize emerging opportunities. His insights into market dynamics position him as a valuable resource for organizations aiming to enhance their competitive edge.
Investment Philosophy & Strategy
Growth opportunities within the technology landscape often capture attention, particularly for leaders with operational acumen. Steve McQuade leverages his extensive corporate experience to identify and harness these prospects, emphasizing scalable innovation and competitive positioning. His track record in guiding teams through transformative initiatives highlights a keen understanding of market trends and customer demand. By prioritizing adaptability in strategic execution, he aligns resources effectively to achieve substantial outcomes. This approach not only drives revenue growth but also solidifies long-term partnerships aimed at advancing industry standards.
Growth opportunities within the technology landscape often capture attention, particularly for leaders with operational acumen. Steve McQuade leverages his extensive corporate experience to identify and harness these prospects, emphasizing scalable innovation and competitive positioning. His track record in guiding teams through transformative initiatives highlights a keen understanding of market trends and customer demand. By prioritizing adaptability in strategic execution, he aligns resources effectively to achieve substantial outcomes. This approach not only drives revenue growth but also solidifies long-term partnerships aimed at advancing industry standards.
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:
35.58%
Gain +0.27%
Monthly
0.31%
Yearly
3.74%
Drawdown
12.45%
$1.19B
Equity
Holdings
$1.19B
Investment
$430.04M
$751.01M
Profit +$3.15M
Realized
-$9.63M
Unrealized
$760.64M
Dividends
$272.21M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.27%
Profit
$3.15M
Win %
75%
This Week
Compared To Last Week
Gain
0.81%
Profit
$9.47M
Win %
75%
This Month
Compared to last month
Gain
2.47%
Profit
$28.47M
Win %
75%
This Year
Compared to last year
Gain
8.78%
Profit
$95.34M
Win %
75%
HRB H&R Block Inc.
+5%
+$7,008 
BMY Bristol-Myers Squibb Company
+4.61%
+$510,879.55 
DG Dollar General Corporation
+3.95%
+$4,075.5 
KR Kroger Co.
+3.87%
+$423,799 
LLY Eli Lilly and Company
+3.85%
+$280,248.27 
BJ BJ's Wholesale Club Holdings, Inc.
+3.84%
+$7,640 
MRK Merck & Co., Inc.
+3.79%
+$755,831.28 
LMT Lockheed Martin Corporation
+3.61%
+$24,547.08 
GSK GSK plc Sponsored ADR
+3.46%
+$742.4 
WMT Walmart Inc.
+3.46%
+$3.85M 
AMGN Amgen Inc.
+3.21%
+$45,118 
CL Colgate-Palmolive Company
+3.15%
+$566 
PFE Pfizer Inc.
+2.96%
+$44,866.5 
CI The Cigna Group
+2.5%
+$41,115.6 
SYY Sysco Corporation
+2.46%
+$312,262.4 
DOW Dow Inc.
+2.38%
+$421.6 
PG Procter & Gamble Co
+2.31%
+$190,867.64 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.18%
+$161 
JNJ Johnson & Johnson
+2.13%
+$409,880.8 
KO The Coca-Cola Company
+1.85%
+$56,412.6 
THC Tenet Healthcare Corporation
+1.76%
+$510.04 
ED Consolidated Edison, Inc.
+1.65%
+$356 
ADP Automatic Data Processing Inc.
+1.6%
+$705,292.87 
IFF International Flavors & Fragrances Inc.
+1.59%
+$1,120 
PEP PepsiCo, Inc.
+1.55%
+$399,569.19 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$1.18M 
MCK McKesson Corporation
+1.53%
+$2,938 
AFL Aflac Inc.
+1.52%
+$7,080 
MIN MFS Intermediate Income Trust
+1.52%
+$140.28 
SO The Southern Company
+1.44%
+$36,114.14 
UNP Union Pacific Corporation
+1.44%
+$795,717.56 
REPYY Repsol S.A. Sponsored ADR
+1.44%
+$1,224.5 
SBUX Starbucks Corporation
+1.36%
+$2,000 
MDT Medtronic plc
+1.31%
+$2,440 
BBY Best Buy Co., Inc.
+1.3%
+$80,387.1 
APD Air Products and Chemicals, Inc.
+1.24%
+$1,852.4 
DUK Duke Energy Corporation
+1.23%
+$6,870.58 
SUI Sun Communities Inc.
+1.14%
+$3,225 
KMB Kimberly-Clark Corporation
+1.14%
+$1,775.6 
BUD Anheuser-Busch InBev S.A. ADR
+1.12%
+$146.08 
CSX CSX Corporation
+1.09%
+$7,488 
NMI Nuveen Municipal Income Fund Inc.
+1.09%
+$100 
MCD McDonald's Corporation
+1.06%
+$34,894.86 
CAG Conagra Brands Inc.
+1.02%
+$26,975.11 
EAT Brinker International Inc.
+0.93%
+$3,827.25 
TJX The TJX Companies, Inc.
+0.93%
+$1,048 
SCHW Charles Schwab Corporation
+0.9%
+$258 
EFX Equifax Inc.
+0.86%
+$160 
AVA Avista Corp.
+0.86%
+$124 
BDX Becton, Dickinson and Company
+0.81%
+$1,585.42 
NSC Norfolk Southern Corporation
+0.81%
+$46,192.65 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$1,042.5 
HSY The Hershey Company
+0.74%
+$10,680 
OGE Oge Energy Corp.
+0.64%
+$30,094.2 
MAN ManpowerGroup Inc.
+0.62%
+$147.2 
CLX The Clorox Company
+0.62%
+$156 
HIG The Hartford Insurance Group, Inc.
+0.59%
+$269.5 
BP BP p.l.c. Sponsored ADR
+0.58%
+$96,820.08 
HD The Home Depot, Inc.
+0.54%
+$25,746.08 
PCAR PACCAR Inc.
+0.54%
+$76,481.97 
ADM Archer-Daniels-Midland Co
+0.53%
+$27,176.64 
DOV Dover Corporation
+0.44%
+$39,420.25 
FE FirstEnergy Corp.
+0.44%
+$46.62 
GWW W.W. Grainger, Inc.
+0.42%
+$7,672.8 
NWN Northwest Natural Holding Company
+0.41%
+$315 
RL Ralph Lauren Corporation
+0.41%
+$1,520 
DIS The Walt Disney Company
+0.39%
+$8,662.09 
AEP American Electric Power Company, Inc.
+0.38%
+$1,287.84 
IP International Paper Company
+0.36%
+$150.23 
MKC McCormick & Company, Incorporated
+0.36%
+$1,996.8 
ABT Abbott Laboratories
+0.35%
+$127,907.21 
SAP SAP SE Sponsored ADR
+0.34%
+$148 
ATO Atmos Energy Corporation
+0.29%
+$470 
AEE Ameren Corporation
+0.25%
+$546 
AON Aon plc
+0.23%
+$508.8 
WFC Wells Fargo & Company
+0.2%
+$17,377.8 
HAL Halliburton Company
+0.12%
+$560 
MAR Marriott International Inc. - Class A
+0.09%
+$2,224.31 
PEG Public Service Enterprise Group Incorporated
+0.09%
+$143.76 
DE Deere & Company
+0.06%
+$10,928.04 
DDS Dillard's Inc.
+0.01%
+$20 
BRK.B Berkshire Hathaway Inc.
0%
$0 
DBDQQ DIEBOLD NIXDORF INC
0%
$0 
ELME Elme Communities
0%
$0 
GCI Gannett Co., Inc.
0%
$0 
KAMN Kaman Corp
0%
$0 
RAD Rite Aid Corporation
0%
$0 
SEE Sealed Air Corporation
0%
$0 
XOMA XOMA Corporation
0%
$0 
GRA WR Grace & Co
0%
$0 
DRE Duke Realty Corp
0%
$0 
AVP Avon Products Inc
0%
$0 
BID Sotheby's
0%
$0 
BPL Buckeye Partners LP
0%
$0 
TMK Torchmark Corp
0%
$0 
CTWS Connecticut Water Service Inc
0%
$0 
UTX United Technologies Corp
0%
$0 
WDR Waddell & Reed Financial Inc
0%
$0 
CELG Celgene Corp
0%
$0 
FDC First Data Corp
0%
$0 
LUB Luby's Inc
0%
$0 
TBACQ Tandy Brands Accessories, Inc.
0%
$0 
PKD Parker Drilling Co
0%
$0 
AGN Allergan PLC
0%
$0 0094
00949T100
0%
$0 0318
031897101
0%
$0 0660
06605F102
0%
$0 0663
066365107
0%
$0 1158
115885105
0%
$0 BR
BR
0%
$0 1491
149111106
0%
$0 1249
12490K107
0%
$0 CD
CD
0%
$0 1589
158915108
0%
$0 EKDK
EKDKQ
0%
$0 LXK
LXK
0%
$0 0019
001957208
0%
$0 6070
607059102
0%
$0 6514
651426108
0%
$0 7605
760516104
0%
$0 7496
74960K876
0%
$0 8803
88037E101
0%
$0 TYC
TYC
0%
$0 9055
905581104
0%
$0 9078
907834105
0%
$0 UCL
UCL
0%
$0 ONE
ONE
0%
$0 GP
GP
0%
$0 4041
404134108
0%
$0 6522
652228107
0%
$0 PVN
PVN
0%
$0 BCR
BCR
0%
$0 RX
RX
0%
$0 G564
G56462107
0%
$0 6120
612085100
0%
$0 8202
820286102
0%
$0 0236
02364J104
0%
$0 BLS
BLS
0%
$0 1976
197648108
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 8753
875382103
0%
$0 8914
891490302
0%
$0 9285
92857T107
0%
$0 0460
046008108
0%
$0 1616
16161A108
0%
$0 2044
204493100
0%
$0 FD
FD
0%
$0 3438
343861100
0%
$0 HPC
HPC
0%
$0 9594
959425109
0%
$0 PCS
PCS
0%
$0 ABS
ABS
0%
$0 3567
35671D105
0%
$0 FO
FO
0%
$0 3373
337358105
0%
$0 3704
370442832
0%
$0 6762
67622M108
0%
$0 TOM
TOM
0%
$0 FLMI
FLMIQ
0%
$0 SPLS
SPLS
0%
$0 RBK
RBK
0%
$0 ATML
ATML
0%
$0 BHI
BHI
0%
$0 KRB
KRB
0%
$0 SGP
SGP
0%
$0 MAY
MAY
0%
$0 S
S
0%
$0 CNXT
CNXT
0%
$0 RD
RD
0%
$0 SC
SC
0%
$0 XL
XL
0%
$0 KMG
KMG
0%
$0 AM
AM
0%
$0 S
S
0%
$0 HNZ
HNZ
0%
$0 PBY
PBY
0%
$0 PX
PX
0%
$0 CIN
CIN
0%
$0 ACXM
ACXM
0%
$0 EDS
EDS
0%
$0 EMC
EMC
0%
$0 LSI
LSI
0%
$0 BNI
BNI
0%
$0 POT
POT
0%
$0 STI
STI
0%
$0 MMR
MMR
0%
$0 SWY
SWY
0%
$0 VCI
VCI
0%
$0 WPI
WPI
0%
$0 WAG
WAG
0%
$0 0184
018494104
0%
$0 0462
046298105
0%
$0 5526
55268B106
0%
$0 MDS
MDS
0%
$0 6539
653929307
0%
$0 8121
81211K209
0%
$0 SOLU
SOLUQ
0%
$0 VTAI
VTAIQ
0%
$0 0309
030954101
0%
$0 3590
35906P105
0%
$0 4027
402734107
0%
$0 LU
LU
0%
$0 5844
58440J104
0%
$0 6298
629853102
0%
$0 6440
644001109
0%
$0 6951
695114108
0%
$0 PRXL
PRXL
0%
$0 7093
70931Q109
0%
$0 8934
893485102
0%
$0 0488
048825103
0%
$0 1523
152342101
0%
$0 2997
299761106
0%
$0 G392
G3921A100
0%
$0 GR
GR
0%
$0 4851
485134100
0%
$0 7236
723686101
0%
$0 8354
835415100
0%
$0 9127
91273H101
0%
$0 2574
257470104
0%
$0 5526
55267J100
0%
$0 9344
934488107
0%
$0 2058
20589R107
0%
$0 2329
232949107
0%
$0 5913
59133P100
0%
$0 6116
611662107
0%
$0 7169
716941109
0%
$0 8118
811804103
0%
$0 PSFT
PSFT
0%
$0 0715
071593107
0%
$0 0865
08658U101
0%
$0 3411
341109106
0%
$0 3362
336294103
0%
$0 3834
383486107
0%
$0 6168
616880100
0%
$0 6956
695629105
0%
$0 0048
004833109
0%
$0 MOLX
MOLXA
0%
$0 0263
026351106
0%
$0 2352
235204104
0%
$0 8816
881694103
0%
$0 MNY
MNY
0%
$0 9040
904000106
0%
$0 0304
030411102
0%
$0 2068
206829103
0%
$0 2100
2100PS
0%
$0 7093
709323109
0%
$0 8726
872649108
0%
$0 TCC
TCC
0%
$0 DBRN
DBRN
0%
$0 1841
184190106
0%
$0 PCYC
PCYC
0%
$0 MKTW
MKTW
0%
$0 CHIR
CHIR
0%
$0 SAF
SAF
0%
$0 PLL
PLL
0%
$0 TXI
TXI
0%
$0 UNT
UNT
0%
$0 AT
AT
0%
$0 FPL
FPL
0%
$0 RHDC
RHDC
0%
$0 AYE
AYE
0%
$0 ELN
ELN
0%
$0 SIAL
SIAL
0%
$0 CYT
CYT
0%
$0 GAS
GAS
0%
$0 ENRN
ENRNQ
0%
$0 3009
300904109
0%
$0 3678
367833100
0%
$0 GLK
GLK
0%
$0 7376
737679100
0%
$0 9470
947074100
0%
$0 0081
008117103
0%
$0 0684
068480201
0%
$0 0905
090597105
0%
$0 2328
232809103
0%
$0 2397
239753106
0%
$0 4385
438506107
0%
$0 4568
456866102
0%
$0 9105
910581107
0%
$0 2470
247025109
0%
$0 7864
786454108
0%
$0 SSCC
SSCCQ
0%
$0 8730
87307Q109
0%
$0 VIGN
VIGN
0%
$0 8337
833793102
0%
$0 ASA
ASA
0%
$0 2663
26632S109
0%
$0 2663
26632SAA7
0%
$0 3732
373298702
0%
$0 4611
461156101
0%
$0 8412
841297104
0%
$0 SLE
SLE
0%
$0 G
G
0%
$0 KRI
KRI
0%
$0 0266
026609107
0%
$0 1436
143658102
0%
$0 IGL
IGL
0%
$0 7185
718507106
0%
$0 PRST
PRST
0%
$0 ATRX
ATRX
0%
$0 CPO
CPO
0%
$0 BBA
BBA
0%
$0 WG
WG
0%
$0 GAPT
GAPTQ
0%
$0 PPD
PPD
0%
$0 GAS
GAS
0%
$0 GRT
GRT
0%
$0 CLP
CLP
0%
$0 OKSB
OKSB
0%
$0 2261
226153104
0%
$0 2648
26483B106
0%
$0 5528
552885105
0%
$0 HRP
HRP
0%
$0 MOLX
MOLX
0%
$0 MYG
MYG
0%
$0 VPI
VPI
0%
$0 ROV
ROV
0%
$0 SYNM
SYNM
0%
$0 ODP
ODP
0%
$0 7434
74342P106
0%
$0 HPQ
HPQ
0%
$0 CB
CB
0%
$0 ESV
ESV
0%
$0 FOX
FOX
0%
$0 WEC
WEC
0%
$0 7551
755111408
0%
$0 RTRS
RTRSY
0%
$0 9049
904911104
0%
$0 UPC
UPC
0%
$0 BL
BL
0%
$0 DCNA
DCNAQ
0%
$0 VIA
VIA
0%
$0 1441
144141108
0%
$0 1667
166751107
0%
$0 2216
22160Q102
0%
$0 GLH
GLH
0%
$0 RA
RA
0%
$0 8323
832378301
0%
$0 8828
882848104
0%
$0 UDR
UDR
0%
$0 9031
903192102
0%
$0 2787
278747100
0%
$0 3389
338915101
0%
$0 3623
362320103
0%
$0 4780
478035108
0%
$0 6040
604059105
0%
$0 6934
693499105
0%
$0 2839
283905107
0%
$0 4987
498778208
0%
$0 1523
152357109
0%
$0 3130
31304N107
0%
$0 5855
585509102
0%
$0 7595
75952J108
0%
$0 8673
867323107
0%
$0 8873
887315109
0%
$0 9047
904784501
0%
$0 6435
64352U103
0%
$0 6933
693304107
0%
$0 9029
902905827
0%
$0 FTN
FTN
0%
$0 TII
TII
0%
$0 1546
154647101
0%
$0 1566
156686107
0%
$0 4481
448110106
0%
$0 BSMT
BSMTQ
0%
$0 PGL
PGL
0%
$0 WPS
WPS
0%
$0 6414
641423108
0%
$0 5900
59000G100
0%
$0 2082
208251306
0%
$0 TCF
TCF
0%
$0 MTS
MTS
0%
$0 GVT
GVT
0%
$0 4884
488413105
0%
$0 DNEX
DNEX
0%
$0 9300
930059209
0%
$0 2681
26817Q100
0%
$0 3460
346091606
0%
$0 EDE
EDE
0%
$0 5873
587342106
0%
$0 8538
853836104
0%
$0 FDML
FDMLQ
0%
$0 NBP
NBP
0%
$0 VVR
VVR
0%
$0 NXL
NXL
0%
$0 6548
654894104
0%
$0 2332
23329J104
0%
$0 NPT
NPT
0%
$0 NQS
NQS
0%
$0 SHU
SHU
0%
$0 NPP
NPP
0%
$0 NIO
NIO
0%
$0 4222
42220K101
0%
$0 GDYS
GDYS
0%
$0 MOVI
MOVIQ
0%
$0 ZF
ZF
0%
$0 ZTR
ZTR
0%
$0 9254
925464109
0%
$0 HIX
HIX
0%
$0 PGM
PGM
0%
$0 IDGR
IDGR
0%
$0 8718
871873105
0%
$0 9180
918005109
0%
$0 BRM
BRM
0%
$0 IIM
IIM
0%
$0 NPF
NPF
0%
$0 DSM
DSM
0%
$0 IQI
IQI
0%
$0 NQI
NQI
0%
$0 NMO
NMO
0%
$0 NPM
NPM
0%
$0 LEO
LEO
0%
$0 NMA
NMA
0%
$0 MLRM
MLRMF
0%
$0 LWIN
LWINQ
0%
$0 NHP
NHP
0%
$0 0300
030096101
0%
$0 1491
14916F100
0%
$0 2643
264324104
0%
$0 ION
ION
0%
$0 4826
482620101
0%
$0 4933
49337K106
0%
$0 5929
592907109
0%
$0 6043
604340307
0%
$0 6657
665772109
0%
$0 6876
68763FAD2
0%
$0 7453
745332106
0%
$0 7551
755111309
0%
$0 8020
802012104
0%
$0 8058
805898103
0%
$0 8264
826425100
0%
$0 8269
826912107
0%
$0 SR
SR
0%
$0 8670
867071102
0%
$0 0092
009266107
0%
$0 0553
05538M101
0%
$0 AML
AML
0%
$0 1056
105658108
0%
$0 4626
462613100
0%
$0 CSPL
CSPLF
0%
$0 5574
557497104
0%
$0 MYD
MYD
0%
$0 MQY
MQY
0%
$0 7800
780097309
0%
$0 4547
454707100
0%
$0 SPGL
SPGLQ
0%
$0 AMZ
AMZ
0%
$0 0289
028910107
0%
$0 0381
038181103
0%
$0 0382
038213104
0%
$0 1266
126640101
0%
$0 CARN
CARN
0%
$0 2011
201118106
0%
$0 DRTE
DRTE
0%
$0 2703
27032B100
0%
$0 FGCI
FGCIQ
0%
$0 3724
37247V106
0%
$0 4133
413345109
0%
$0 4409
440914109
0%
$0 4608
460845100
0%
$0 ITXG
ITXG
0%
$0 4822
482245107
0%
$0 5055
505588103
0%
$0 MPET
MPET
0%
$0 7047
704718105
0%
$0 7194
71940F100
0%
$0 7616
761648104
0%
$0 RVFD
RVFD
0%
$0 8125
812572105
0%
$0 8753
875386104
0%
$0 0846
084644103
0%
$0 CMD
CMD
0%
$0 0554
055482111
0%
$0 BQT
BQT
0%
$0 WEB
WEB
0%
$0 6438
643890106
0%
$0 OICO
OICO
0%
$0 6824
682411103
0%
$0 RCKY
RCKY
0%
$0 7625
762553105
0%
$0 ZMTX
ZMTX
0%
$0 RBSP
RBSPRG
0%
$0 DGF
DGF
0%
$0 FOPR
FOPRA
0%
$0 PHX
PHX
0%
$0 
GIM Templeton Global Income Fund
0%
$0 
PMM Putnam Managed Municipal Income Trust
0%
$0 
CSC Computer Sciences Corp.
0%
$0 PMTC
PMTC
0%
$0 7181
718154107
0%
$0 5341
534187208
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 SIVB
SIVB
0%
$0 3453
345370100
0%
$0 6554
655419AC3
0%
$0 MCI
MCI
0%
$0 7292
729237107
0%
$0 VMT
VMT
0%
$0 2068
206829202
0%
$0 3007
300723103
0%
$0 LNV
LNV
0%
$0 8723
87234T101
0%
$0 0164
016440109
0%
$0 0924
092476100
0%
$0 4884
488427105
0%
$0 8318
831802103
0%
$0 0875
087509303
0%
$0 5422
542290119
0%
$0 0454
045417201
0%
$0 0421
042170209
0%
$0 3970
39701A107
0%
$0 9021
902106103
0%
$0 3116
311643100
0%
$0 0348
034870501
0%
$0 9118
91182F303
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.53 
COHR Coherent Corp.
-9.19%
-$213,280 
ORCL Oracle Corporation
-8.83%
-$67,196.8 
FNMA Fannie Mae
-7.35%
-$32,742 
AAON Aaon Inc.
-6.57%
-$246,504.63 
AEIS Advanced Energy Industries Inc.
-5.4%
-$29,328.48 
GLW Corning Incorporated
-5.14%
-$956,995.06 
XRX Xerox Holdings Corporation
-4.93%
-$170.02 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$1,104 
CGNX Cognex Corporation
-4.57%
-$7,189.76 
INTC Intel Corporation
-4.56%
-$902,112.12 
VYX NCR Voyix Corp
-4.44%
-$188.82 
STT State Street Corp
-4.14%
-$10,815 
GT The Goodyear Tire & Rubber Company
-3.95%
-$462.6 
FCX Freeport-McMoRan Inc.
-3.87%
-$9,822.4 
AMAT Applied Materials, Inc.
-3.79%
-$40,855.2 
EQR Equity Residential
-3.5%
-$577.5 
FOSL Fossil Group Inc.
-3.5%
-$506.25 
NEM Newmont Corporation
-3.49%
-$9,079.59 
AA Alcoa Corporation
-3.4%
-$1,640.73 
ARW Arrow Electronics Inc.
-3.23%
-$29,960 
LUV Southwest Airlines Co.
-3.22%
-$19,674.56 
CAT Caterpillar Inc.
-3.08%
-$103,815.6 
AU AngloGold Ashanti plc
-3.07%
-$4,588.18 
LNN Lindsay Corporation
-2.93%
-$2,704 
CENX Century Aluminum Company
-2.75%
-$470 
MS Morgan Stanley
-2.7%
-$11,882.6 
WMB The Williams Companies, Inc.
-2.37%
-$392,068.66 
NFG National Fuel Gas Company
-2.33%
-$5,670 
MBI MBIA Inc.
-2.22%
-$4,349.7 
BMI Badger Meter Inc.
-2.13%
-$16,740 
BEN Franklin Resources Inc.
-2.08%
-$1,950 
ROK Rockwell Automation, Inc.
-2.05%
-$19,514 
HOG Harley-Davidson Inc.
-1.86%
-$612 
LEN Lennar Corporation
-1.85%
-$126,285 
ASH Ashland Inc.
-1.83%
-$1,616.95 
DLX Deluxe Corporation
-1.82%
-$525.42 
C Citigroup Inc.
-1.8%
-$89.58 
ADX Adams Diversified Equity Fund, Inc.
-1.8%
-$508.31 
MSFT Microsoft Corp.
-1.8%
-$3.14M 
FR First Industrial Realty Trust Inc.
-1.77%
-$32,849.4 
AMZN Amazon.com Inc
-1.74%
-$2,700 
TKR Timken Co.
-1.71%
-$817.25 
NUV Nuveen Municipal Value Fund, Inc.
-1.69%
-$210 
MLKN MillerKnoll, Inc.
-1.68%
-$19,728.36 
TSI TCW Strategic Income Fund Inc.
-1.66%
-$252 
OKE ONEOK, Inc.
-1.51%
-$214,899.96 
EMR Emerson Electric Co.
-1.48%
-$551,135.64 
AME Ametek Inc.
-1.46%
-$19,710 
APC Arko Petroleum Corp.
-1.43%
-$930.12 
NRT North European Oil Royalty Trust
-1.41%
-$180 
VMI Valmont Industries, Inc.
-1.41%
-$1,326 
CXE MFS High Income Municipal Trust
-1.35%
-$125 
PCG PG&E Corporation
-1.35%
-$574.02 
APA APA Corporation
-1.33%
-$739.2 
MGA Magna International Inc.
-1.32%
-$344 
BOKF BOK Financial Corporation
-1.31%
-$710.5 
LEG Leggett & Platt, Inc.
-1.29%
-$25,560 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.28%
-$530 
IBM International Business Machines Corporation
-1.26%
-$18,182.2 
HP Helmerich & Payne Inc.
-1.25%
-$6,431.74 
HST Host Hotels & Resorts Inc.
-1.25%
-$393 
CSCO Cisco Systems, Inc.
-1.24%
-$227,249.88 
UGI UGI Corporation
-1.17%
-$792 
GM General Motors Company
-1.13%
-$3,743 
SKT Tanger Factory Outlet Centers, Inc.
-1.09%
-$4,883.76 
AEG Aegon N.V.
-1.08%
-$563.85 
LNC Lincoln National Corporation
-1.01%
-$1,804 
BA Boeing Company
-0.98%
-$16,255.89 
SPG Simon Property Group, Inc.
-0.97%
-$262.49 
GAB Gabelli Equity Trust Inc.
-0.96%
-$595.74 
AXP American Express Company
-0.93%
-$9,901.14 
TFX Teleflex Incorporated
-0.92%
-$690 
HBAN Huntington Bancshares Incorporated
-0.92%
-$1,490.72 
HHS Harte-Hanks Inc.
-0.92%
-$9.6 
CERS Cerus Corporation
-0.89%
-$2 
TXT Textron Inc.
-0.86%
-$780.8 
CATO Cato Corporation
-0.85%
-$10 
DD DuPont de Nemours, Inc.
-0.83%
-$21,643.48 
TY Tri-Continental Corporation
-0.78%
-$136.89 
CPT Camden Property Trust
-0.78%
-$217.36 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$1,344 
FRT Federal Realty Investment Trust
-0.77%
-$607.5 
XRAY Dentsply Sirona Inc.
-0.76%
-$53.62 
BSX Boston Scientific Corporation
-0.72%
-$868 
GAP Gap Inc.
-0.7%
-$1,284 
CWT California Water Service Group
-0.69%
-$138.24 
EPD Enterprise Products Partners L.P.
-0.69%
-$3,300 
IT Gartner Inc.
-0.6%
-$2,499 
MDU MDU Resources Group, Inc.
-0.54%
-$2,958.62 
SLB Schlumberger Limited
-0.53%
-$2,537.6 
FICO Fair Isaac Corporation
-0.47%
-$860.62 
ETR Entergy Corporation
-0.47%
-$2,830.24 
PZZA Papa John's International, Inc.
-0.47%
-$72 
SRE Sempra
-0.46%
-$810.16 
LPX Louisiana-Pacific Corporation
-0.45%
-$483 
JHS John Hancock Income Securities Trust
-0.39%
-$88 
OXY Occidental Petroleum Corporation
-0.39%
-$501.16 
WY Weyerhaeuser Company
-0.37%
-$112 
BAX Baxter International Inc.
-0.36%
-$33.14 
AIG American International Group Inc.
-0.28%
-$2,147.87 
LOW Lowe's Companies Inc.
-0.2%
-$1,520.04 
GE General Electric Company
-0.2%
-$66,169.6 
EMN Eastman Chemical Company
-0.19%
-$63.12 
CEE The Central and Eastern Europe Fund, Inc.
-0.16%
-$9.3 
BCC Boise Cascade Company
-0.14%
-$33.3 
OMC Omnicom Group Inc.
-0.1%
-$176 
ALL Allstate Corporation
-0.1%
-$1,706.14 
SUN Sunoco L.P.
-0.09%
-$271.67 
NKE Nike, Inc. - Class B
-0.09%
-$72 
EIX Edison International
-0.07%
-$84.92 
IDA Idacorp Inc.
-0.07%
-$63.9 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 630 | Longs Won 162/630 25% | Profit Factor 23.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.85M |
| Average Win $4.91M | Best Trade (Oct 14) $157.38M | Sharpe Ratio 0 |
| Average Loss -$73,815.88 | Worst Trade (Oct 14) -$10.36M | Z-Score -8.27 (100%) |
| Commissions $0 | Avg. Trade Length 27y 6m 3w 3d | Expectancy $1.19M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 2.23% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 65,253 | $7.14M | $7.14M | - | - | - | 0.0 |
| 0019 001957208 | 757 | $40,000 | $40,000 | - | - | - | 0.0 |
| 0048 004833109 | 208 | $6,000 | $6,000 | - | - | - | 0.0 |
| 0081 008117103 | 400 | $33,000 | $33,000 | - | - | - | 0.0 |
| 0092 009266107 | 700 | $22,000 | $22,000 | - | - | - | 0.0 |
| 0094 00949T100 | 1,329 | $129,000 | $129,000 | - | - | - | 0.0 |
| 0164 016440109 | 64 | $1,000 | $1,000 | - | - | - | 0.0 |
| 0184 018494104 | 105 | $1,000 | $1,000 | - | - | - | 0.0 |
| 0236 02364J104 | 878 | $129,000 | $129,000 | - | - | - | 0.0 |
| 0263 026351106 | 3,012 | $212,000 | $212,000 | - | - | - | 0.0 |
| 0266 026609107 | 13,975 | $912,000 | $912,000 | - | - | - | 0.0 |
| 0289 028910107 | 110,602 | $995,000 | $995,000 | - | - | - | 0.0 |
| 0300 030096101 | 3,675 | $121,000 | $121,000 | - | - | - | 0.0 |
| 0304 030411102 | 600 | $17,000 | $17,000 | - | - | - | 0.0 |
| 0309 030954101 | 44,505 | $8.44M | $8.44M | - | - | - | 0.0 |
| 0318 031897101 | 3,468 | $186,000 | $186,000 | - | - | - | 0.0 |
| 0348 034870501 | 1,600 | $8,000 | $8,000 | - | - | - | 0.0 |
| 0381 038181103 | 900 | $2,000 | $2,000 | - | - | - | 0.0 |
| 0382 038213104 | 1,000 | $4,000 | $4,000 | - | - | - | 0.0 |
| 0421 042170209 | 200 | $5,000 | $5,000 | - | - | - | 0.0 |
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 Steve McQuade?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $62.7M, BP p.l.c. Sponsored ADR - $18.91M, PepsiCo, Inc - $14.37M, American International Group Inc - $13.83M, and Microsoft Corp - $11.77M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Steve McQuade's portfolio generate?
The portfolio generates substantial dividend income, with a total of $272.21M earned over time. The largest contributors to dividend income include General Electric Company - $62.7M, BP p.l.c. Sponsored ADR - $18.91M, PepsiCo, Inc - $14.37M, American International Group Inc - $13.83M, and Microsoft Corp - $11.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steve McQuade's monthly returns?
Steve McQuade's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Steve McQuade's strategy be considered aggressive or moderate?
Steve McQuade's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Steve McQuade's strategy?
Steve McQuade's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
