DK
David Kronour Portfolio
Invests via Kapstone Financial Advisors LLC | Managed by David Kronour
Invests via Kapstone Financial Advisors LLC
Managed by David Kronour
Automatically Tracked
David Kronour Profile
David Kronour leverages an extensive background in corporate leadership and operational strategy within high-growth technology sectors. With a strong track record of steering organizations through pivotal transitions, he has played a crucial role in enhancing efficiency and scaling operations at various firms. His expertise encompasses team development, product innovation, and market expansion, aligning business objectives with industry trends to drive profitability. Known for his ability to navigate complex environments, Kronour is positioned as a significant player in the tech investment landscape.
David Kronour leverages an extensive background in corporate leadership and operational strategy within high-growth technology sectors. With a strong track record of steering organizations through pivotal transitions, he has played a crucial role in enhancing efficiency and scaling operations at various firms. His expertise encompasses team development, product innovation, and market expansion, aligning business objectives with industry trends to drive profitability. Known for his ability to navigate complex environments, Kronour is positioned as a significant player in the tech investment landscape.
Investment Philosophy & Strategy
In the fast-paced realm of technology investing, identifying disruptive innovations presents significant opportunities. David Kronour's acute understanding of operational dynamics fosters an environment where scalable solutions thrive. His hands-on experience in guiding organizations through transformative phases allows for a keen discernment of high-potential investments. By prioritizing market trends and aligning resources efficiently, he enhances value creation and seizes timely prospects within the sector. This proactive approach facilitates strategic initiatives that not only bolster profitability but also strengthen competitive advantages over time.
In the fast-paced realm of technology investing, identifying disruptive innovations presents significant opportunities. David Kronour's acute understanding of operational dynamics fosters an environment where scalable solutions thrive. His hands-on experience in guiding organizations through transformative phases allows for a keen discernment of high-potential investments. By prioritizing market trends and aligning resources efficiently, he enhances value creation and seizes timely prospects within the sector. This proactive approach facilitates strategic initiatives that not only bolster profitability but also strengthen competitive advantages over time.
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:
29.65%
Gain 0%
Monthly
0.85%
Yearly
10.71%
Drawdown
13.52%
$224.49M
Equity
Holdings
$224.49M
Investment
$153.14M
$79.6M
Profit +$2,392.49
Realized
$3.74M
Unrealized
$75.86M
Dividends
$9.16M
Goals
Avg. 77% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$2,392.49
Win %
81%
This Week
Compared To Last Week
Gain
0.001%
Profit
$2,392.49
Win %
81%
This Month
Compared to last month
Gain
-1.77%
Profit
-$4.05M
Win %
81%
This Year
Compared to last year
Gain
2.71%
Profit
$7.18M
Win %
79%
ROAD Construction Partners, Inc. Class A Common Stock
+7.73%
+$14,706 
CRWV CoreWeave, Inc.
+5.02%
+$16,772.47 
GS The Goldman Sachs Group, Inc.
+2.62%
+$9,000.52 
VZ Verizon Communications Inc.
+2.49%
+$6,904.17 
FITB Fifth Third Bancorp
+2.45%
+$8,180.95 
JPM JPMorgan Chase & Co.
+2.31%
+$66,154.59 
VMC Vulcan Materials Company
+2.24%
+$15,072 
AXP American Express Company
+2.18%
+$10,869.82 
CAG Conagra Brands Inc.
+2.16%
+$2,953.36 
LCNB Lcnb Corporation
+2.11%
+$30,984.12 
NUE Nucor Corporation
+2.09%
+$7,030.53 
MLM Martin Marietta Materials, Inc.
+2.08%
+$14,831.87 
PM Philip Morris International Inc.
+1.95%
+$27,576.36 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$7,963.39 
HBAN Huntington Bancshares Incorporated
+1.8%
+$12,437.82 
SMH VanEck Semiconductor ETF
+1.73%
+$6,842.02 
IRM Iron Mountain Inc.
+1.65%
+$10,250.64 
UNP Union Pacific Corporation
+1.65%
+$4,110.61 
WFC Wells Fargo & Company
+1.61%
+$3,400.81 
BX Blackstone Inc.
+1.58%
+$3,974.71 
BAC Bank of America Corporation
+1.56%
+$9,220.92 
DAL Delta Air Lines, Inc.
+1.5%
+$5,279.15 
GLW Corning Incorporated
+1.5%
+$5,056.2 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$21,186 
CAT Caterpillar Inc.
+1.44%
+$7,854.59 
COP ConocoPhillips
+1.4%
+$2,925.72 
ADI Analog Devices, Inc.
+1.37%
+$18,349.75 
PAYX Paychex Inc.
+1.37%
+$9,309.2 
XLF Financial Select Sector SPDR Fund
+1.37%
+$3,592.08 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$2,961.74 
ABBV AbbVie Inc.
+1.32%
+$40,321.12 
C Citigroup Inc.
+1.27%
+$4,414.06 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$6,596.8 
CAH Cardinal Health Inc.
+1.22%
+$15,187.8 
VLO Valero Energy Corporation
+1.2%
+$3,281.83 
DVY iShares Select Dividend ETF
+1.19%
+$39,329.7 
LRCX Lam Research Corporation
+1.18%
+$9,751.19 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$13,435.78 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$15,297.01 
JNJ Johnson & Johnson
+1.07%
+$18,991.58 
MPC Marathon Petroleum Corporation
+1.06%
+$14,514.75 
FPX First Trust US Equity Opportunities ETF
+1.06%
+$2,976.81 
V Visa Inc. Class A
+1.05%
+$10,527.75 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$2,518.52 
VTV Vanguard Value ETF
+0.94%
+$6,448.06 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
KR Kroger Co.
+0.92%
+$2,939.97 
AOD Abrdn Total Dynamic Dividend Fund
+0.87%
+$1,804.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$8,520.97 
HDV iShares Core High Dividend ETF
+0.87%
+$119,186.4 
PG Procter & Gamble Co
+0.86%
+$40,855.9 
ED Consolidated Edison, Inc.
+0.84%
+$1,899.9 
SDY SPDR S&P Dividend ETF
+0.83%
+$4,757.5 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$37,745.83 
SO The Southern Company
+0.78%
+$4,088.73 
CVX Chevron Corporation
+0.75%
+$12,431.91 
XLE Energy Select Sector SPDR Fund
+0.75%
+$3,515.68 
MO Altria Group, Inc.
+0.74%
+$8,058.65 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$3,725.75 
HD The Home Depot, Inc.
+0.73%
+$4,369.68 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$3,215.31 
MA Mastercard Incorporated
+0.71%
+$2,349.19 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$21,683.82 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$1,721.28 
QQQI Neos NASDAQ-100 High Income ETF
+0.7%
+$1,586.91 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$2,180.41 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$12,224.16 
COST Costco Wholesale Corporation
+0.68%
+$7,472.5 
FOF Cohen & Steers Closed-End Opportunity Fund
+0.67%
+$2,132.1 
DTD WisdomTree U.S. Total Dividend Fund
+0.66%
+$2,135 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.65%
+$1,856.16 
FTQI First Trust Nasdaq BuyWrite Fund
+0.64%
+$1,892.8 
DUK Duke Energy Corporation
+0.63%
+$5,736.9 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$3,345.54 
CMI Cummins Inc.
+0.59%
+$4,753.6 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$30,206.97 
AEP American Electric Power Company, Inc.
+0.58%
+$1,292.25 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$6,765.07 
XYLD Global X S&P 500 Covered Call ETF
+0.57%
+$1,259.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,325.74 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,625.3 
IVV iShares Core S&P 500 ETF
+0.55%
+$243,372.67 
GOF Guggenheim Strategic Opportunities Fund
+0.55%
+$754.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$1,901.4 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$9,049.3 
GOOGL Alphabet Inc
+0.53%
+$28,672.92 
HQL Abrdn Life Sciences Investors
+0.53%
+$1,009.53 
IWB iShares Russell 1000 ETF
+0.52%
+$1,684.79 
FTGS First Trust Growth Strength ETF
+0.5%
+$7,245.74 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.48%
+$782.95 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$3,801.6 
IYY iShares Dow Jones U.S. ETF
+0.47%
+$1,722.86 
GOOG Alphabet Inc
+0.45%
+$14,942.4 
WMT Walmart Inc.
+0.45%
+$1,549.26 
CINF Cincinnati Financial Corporation
+0.42%
+$1,802.68 
CSX CSX Corporation
+0.42%
+$3,743 
PGR Progressive Corporation
+0.42%
+$1,287.77 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$2,752.68 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,466.25 
FTCS First Trust Capital Strength ETF
+0.39%
+$7,821.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$23,289.5 
GAB Gabelli Equity Trust Inc.
+0.35%
+$627 
FENI Fidelity Enhanced International ETF
+0.32%
+$5,853.38 
XOM Exxon Mobil Corporation
+0.28%
+$5,253.54 
AGD Abrdn Global Dynamic Dividend Fund
+0.25%
+$859.2 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$781.38 
VUG Vanguard Growth ETF
+0.18%
+$750.6 
NVDA NVIDIA Corporation
+0.16%
+$6,494.08 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
+0.11%
+$252.1 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.11%
+$705 
KO The Coca-Cola Company
+0.11%
+$797.67 
MSFT Microsoft Corp.
+0.1%
+$4,519.09 
FDX FedEx Corporation
+0.09%
+$340.69 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.07%
+$132.66 
HPF John Hancock Preferred Income Fund II
+0.06%
+$187.43 
GLD SPDR Gold Shares
+0.06%
+$268.62 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1,173.28 
MCD McDonald's Corporation
+0.01%
+$43.29 
YNDX Yandex NV
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$7,043.39 
PLTR Palantir Technologies Inc.
-2.36%
-$125,729.09 
AAPL Apple Inc.
-1.52%
-$284,377.5 
LMT Lockheed Martin Corporation
-1.52%
-$10,646.21 
MU Micron Technology, Inc.
-1.43%
-$37,475.31 
MRK Merck & Co., Inc.
-1.42%
-$15,335.25 
AMZN Amazon.com Inc
-1.23%
-$26,811.59 
BA Boeing Company
-1.16%
-$3,733.26 
NPWR Net Power Inc.
-1.16%
-$347.9 
UBER Uber Technologies, Inc.
-1.01%
-$10,282.3 
AXON Axon Enterprise, Inc.
-1%
-$6,016.62 
THW abrdn World Healthcare Fund
-0.97%
-$1,844.4 
IBM International Business Machines Corporation
-0.95%
-$2,894.51 
EVN Eaton Vance Municipal Income Trust
-0.64%
-$727.3 
CSCO Cisco Systems, Inc.
-0.6%
-$12,231.91 
NVS Novartis AG Sponsored ADR
-0.55%
-$2,290.73 
USA Liberty All Star Equity Fund
-0.52%
-$391.92 
ISRG Intuitive Surgical, Inc.
-0.45%
-$2,296.31 
MCK McKesson Corporation
-0.4%
-$1,033.06 
RTX RTX Corporation
-0.37%
-$889.45 
MYI BlackRock MuniYield Quality Fund III, Inc.
-0.36%
-$1,545 
DIS The Walt Disney Company
-0.3%
-$669.9 
META Meta Platforms Inc Class A
-0.26%
-$12,293.18 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,175.8 
GILD Gilead Sciences Inc.
-0.22%
-$435.96 
SHEL Shell plc
-0.22%
-$413.63 
DHI D.R. Horton, Inc.
-0.22%
-$897.58 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$878.86 
LOW Lowe's Companies Inc.
-0.12%
-$313.2 
FTOH Franklin Ohio Municipal Income ETF
-0.12%
-$101.08 
IGA Voya Global Advantage and Premium Opportunity Fund
-0.1%
-$102.9 
BGT BlackRock Floating Rate Income Trust
-0.09%
-$198.3 
EPD Enterprise Products Partners L.P.
-0.08%
-$181.8 
FCOR Fidelity Corporate Bond ETF
-0.06%
-$477.45 
IBIT iShares Bitcoin Trust
-0.03%
-$604.01 Events
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Dividends
Dividend Analysis
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| Trades 1052 | Longs Won 738/1052 70% | Profit Factor 6.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $592,377.73 |
| Average Win $128,433.8 | Best Trade (Jun 14) $11.73M | Sharpe Ratio -7.8 |
| Average Loss -$48,363.28 | Worst Trade (Dec 31) -$5M | Z-Score 7.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $75,663.57 |
| 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 | 4,651 | 4,186 | 3,721 | 3,256 | 2,791 | 2,326 | 1,860 | 1,395 | 930 | 465 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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