QS
Quentin Stoker Portfolio
Invests via Gallacher Capital Management LLC | Managed by Quentin Garrett Stoker
Invests via Gallacher Capital Management LLC
Managed by Quentin Garrett Stoker
Automatically Tracked
Quentin Stoker Profile
Quentin Stoker has established himself as a notable figure in the realm of entrepreneurship and investment. With an extensive background in building technology-driven businesses, he excels at navigating the intersection of innovation and market demand. His career highlights include leading multiple startups through pivotal growth phases, positioning them for strategic exits or profitable expansion. In addition to his operational expertise, he actively engages with emerging ventures seeking mentorship and guidance within competitive landscapes. Stoker's unique blend of entrepreneurial insight and investment acumen positions him as a valuable asset in today’s fast-evolving business environment.
Quentin Stoker has established himself as a notable figure in the realm of entrepreneurship and investment. With an extensive background in building technology-driven businesses, he excels at navigating the intersection of innovation and market demand. His career highlights include leading multiple startups through pivotal growth phases, positioning them for strategic exits or profitable expansion. In addition to his operational expertise, he actively engages with emerging ventures seeking mentorship and guidance within competitive landscapes. Stoker's unique blend of entrepreneurial insight and investment acumen positions him as a valuable asset in today’s fast-evolving business environment.
Investment Philosophy & Strategy
Exploring transformative opportunities drives Quentin Stoker’s investment approach. Leveraging a strong background in launching and scaling technology-focused startups, he emphasizes strategic growth initiatives tailored to market dynamics. This entrepreneurial mindset facilitates identifying unique ventures with high scalability potential, positioning him as an adept navigator of competitive landscapes. His decision-making reflects not only operational insights but also a commitment to fostering innovation within portfolio companies. Engaging actively with nascent enterprises allows for the dissemination of knowledge and expertise essential for unlocking value and encouraging robust development.
Exploring transformative opportunities drives Quentin Stoker’s investment approach. Leveraging a strong background in launching and scaling technology-focused startups, he emphasizes strategic growth initiatives tailored to market dynamics. This entrepreneurial mindset facilitates identifying unique ventures with high scalability potential, positioning him as an adept navigator of competitive landscapes. His decision-making reflects not only operational insights but also a commitment to fostering innovation within portfolio companies. Engaging actively with nascent enterprises allows for the dissemination of knowledge and expertise essential for unlocking value and encouraging robust development.
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:
41.69%
Gain -0.23%
Monthly
0.74%
Yearly
9.28%
Drawdown
20.11%
$181.86M
Equity
Holdings
$181.86M
Investment
$142.02M
$63.83M
Profit -$423,230.92
Realized
$23.98M
Unrealized
$39.84M
Dividends
$17.11M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$423,230.92
Win %
82%
This Week
Compared To Last Week
Gain
0.32%
Profit
$571,554.92
Win %
82%
This Month
Compared to last month
Gain
1.61%
Profit
$2.88M
Win %
82%
This Year
Compared to last year
Gain
1.83%
Profit
$3.11M
Win %
74%
PANW Palo Alto Networks, Inc.
+6.54%
+$29,966.69 
TDW Tidewater Inc.
+6.13%
+$18,997.84 
GMAB Genmab A/S American Depositary Shares
+5.54%
+$31,541.6 
HAL Halliburton Company
+5.42%
+$21,884.4 
APA APA Corporation
+5.32%
+$46,664.09 
EQNR Equinor ASA Sponsored ADR
+5.04%
+$24,417.9 
REPX Riley Exploration Permian, Inc.
+5.03%
+$38,609.14 
SM SM Energy Company
+4.83%
+$27,576.43 
DVN Devon Energy Corporation
+4.75%
+$33,680.04 
OVV Ovintiv Inc.
+4.73%
+$28,365.44 
MGY Magnolia Oil & Gas Corporation Class A Common Stock
+4.35%
+$25,247.2 
FTI TechnipFMC plc
+4.17%
+$10,747.08 
AMT American Tower Corporation
+3.9%
+$16,576.4 
QLYS Qualys, Inc.
+3.8%
+$15,392.86 
E Eni S.p.A. Sponsored ADR
+3.8%
+$20,789.74 
MU Micron Technology Inc.
+3.4%
+$32,653.6 
FTNT Fortinet, Inc.
+2.94%
+$15,366.71 
NOK Nokia Corporation Sponsored ADR
+2.85%
+$8,879.85 
JBL Jabil Inc.
+2.83%
+$5,662.36 
AROC Archrock Inc.
+2.73%
+$14,075.55 
XLE State Street Energy Select Sector SPDR ETF
+2.72%
+$18,814 
BP BP Plc Sponsored ADR
+2.47%
+$11,932.58 
XOM ExxonMobil Holdings Corporation
+2.45%
+$9,557.12 
TTE TotalEnergies SE
+2.41%
+$11,635.47 
NTAP NetApp, Inc.
+2.14%
+$29,543.21 
CDNS Cadence Design Systems, Inc.
+2.1%
+$6,047.8 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.06%
+$13,686.04 
LMT Lockheed Martin Corporation
+1.97%
+$10,648.83 
SPCX Space Exploration Technologies Corp. Class A
+1.76%
+$3,099.22 
MEDP Medpace Holdings, Inc.
+1.76%
+$7,090.94 
APH Amphenol Corp. Class A Common Stock
+1.75%
+$8,023.04 
INTC Intel Corporation
+1.51%
+$4,744.88 
ANET Arista Networks Inc.
+1.4%
+$12,339.04 
CF CF Industries Holdings, Inc.
+1.35%
+$9,688 
AMAT Applied Materials Inc.
+1.3%
+$6,489.03 
TER Teradyne, Inc.
+1.14%
+$2,763.6 
HCA HCA Healthcare, Inc.
+1.08%
+$3,533.79 
QCOM QUALCOMM Incorporated
+1.01%
+$7,796.94 
ETHA iShares Ethereum Trust ETF
+1%
+$4,893.08 
BAI iShares A.I. Innovation and Tech Active ETF
+1%
+$1,884.8 
MSFT Microsoft Corporation Common Stock
+0.81%
+$10,891.28 
ASML ASML Holding N.V. NY Registered Shares
+0.81%
+$3,491.68 
HALO Halozyme Therapeutics Inc.
+0.78%
+$5,132.4 
UPWK Upwork Inc.
+0.69%
+$1,671.02 
XRPC Canary XRP ETF
+0.69%
+$8,240.68 
MTUM iShares MSCI USA Momentum Factor ETF
+0.69%
+$8,258.54 
XLK State Street Technology Select Sector SPDR ETF
+0.68%
+$10,760.04 
GEN Gen Digital Inc.
+0.62%
+$5,203.04 
VGT Vanguard Information Technology ETF
+0.62%
+$9,749.88 
LRCX Lam Research Corp.
+0.57%
+$3,683.69 
AVGO Broadcom Inc.
+0.47%
+$2,270.88 
IBM International Business Machines Corporation
+0.37%
+$2,941.5 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.35%
+$11,245.44 
EEM iShares MSCI Emerging Markets ETF
+0.29%
+$1,198.62 
FSLR First Solar Inc.
+0.27%
+$618.94 
ILF iShares Latin America 40 ETF
+0.26%
+$4,979.14 
QQQ Invesco QQQ Trust, Series 1
+0.26%
+$1,389.35 
SNN Smith & Nephew plc Sponsored ADR
+0.24%
+$807.75 
ARGX argenx SE American Depositary Receipt
+0.22%
+$582.16 
MPC Marathon Petroleum Corp.
+0.2%
+$2,919.16 
EMGF iShares Emerging Markets Equity Factor ETF
+0.2%
+$1,802.97 
BHP BHP Group Ltd. Sponsored ADR
+0.19%
+$812.7 
HYD VanEck High Yield Muni ETF
+0.09%
+$337.27 
AYI Acuity Inc.
+0.08%
+$179.25 
TTC The Toro Company
+0.02%
+$117.38 
TILE Interface, Inc.
+0.01%
+$36.94 
MCHI iShares MSCI China ETF
+0.01%
+$141.77 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.01%
+$54.17 
EA Electronic Arts Inc.
0%
$0 
EQR Equity Residential
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 BPRE
BPRE
0%
$0 
FIX Comfort Systems USA Inc.
-7.82%
-$18,614.88 
GNTX Gentex Corporation
-5.59%
-$31,588.78 
DG Dollar General Corp.
-5.47%
-$37,958.68 
ENVA Enova International Inc.
-4.59%
-$20,129.48 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-4.3%
-$30,251.31 
COKE Coca-Cola Consolidated Inc.
-3.88%
-$10,054.31 
YUM Yum! Brands, Inc.
-3.74%
-$10,599.49 
NEM Newmont Corporation
-3.64%
-$12,379.45 
WSM Williams-Sonoma, Inc.
-3.55%
-$11,053.74 
COLL Collegium Pharmaceutical, Inc.
-3.5%
-$10,928.18 
NVS Novartis AG Sponsored ADR
-3.35%
-$18,378.22 
MCY Mercury General Corporation
-3.25%
-$16,545.37 
KTB Kontoor Brands Inc.
-3%
-$25,753.49 
SYY Sysco Corp.
-2.86%
-$14,392.8 
PEP PepsiCo, Inc.
-2.85%
-$22,449.24 
RYAAY Ryanair Holdings plc Sponsored ADR
-2.48%
-$11,614.89 
VRSK Verisk Analytics, Inc.
-2.44%
-$5,570.08 
YETI YETI Holdings, Inc.
-2.38%
-$5,264.7 
TPR Tapestry Inc.
-2.38%
-$9,737.03 
CSL Carlisle Companies Incorporated
-2.37%
-$5,010.01 
LLY Eli Lilly and Company
-2.35%
-$16,321.73 
VOD Vodafone Group plc Sponsored ADR
-2.33%
-$11,179.87 
CAT Caterpillar Inc.
-2.31%
-$6,560.84 
G Genpact Limited
-2.31%
-$16,679.06 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-2.12%
-$11,494.21 
ETSY Etsy Inc.
-2.11%
-$6,712.32 
ING ING Groep N.V. Sponsored ADR
-2.11%
-$12,602.63 
MNST Monster Beverage Corporation
-2.01%
-$12,285.4 
HCI HCI Group, Inc.
-1.98%
-$5,795.53 
BTI British American Tobacco plc ADR
-1.98%
-$7,155.66 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.96%
-$8,384.64 
MA Mastercard Inc. Class A Common Stock
-1.94%
-$5,581.94 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-1.91%
-$9,204.86 
EXP Eagle Materials Inc.
-1.9%
-$3,451.01 
PUK Prudential plc ADR
-1.9%
-$6,600.69 
VDC Vanguard Consumer Staples ETF
-1.84%
-$4,548.37 
HRMY Harmony Biosciences Holdings, Inc.
-1.83%
-$4,399.55 
FTDR Frontdoor Inc.
-1.8%
-$7,030.8 
FDX FedEx Corp.
-1.79%
-$6,218.46 
FHI Federated Hermes, Inc. Common Stock
-1.79%
-$4,883.23 
JNJ Johnson & Johnson
-1.72%
-$7,971.78 
BX Blackstone Inc.
-1.7%
-$8,364.82 
HMC Honda Motor Co Ltd Sponsored ADR
-1.68%
-$7,976.16 
FOXA Fox Corporation Class A Common Stock
-1.64%
-$4,365.76 
AMG Affiliated Managers Group, Inc.
-1.63%
-$9,606.02 
AU AngloGold Ashanti plc
-1.61%
-$7,650.08 
EXLS ExlService Holdings, Inc. Common Stock
-1.56%
-$9,388.04 
JPM JPMorgan Chase & Co.
-1.55%
-$9,051.5 
HSBC HSBC Holdings plc Sponsored ADR
-1.54%
-$9,619.08 
JOE The St. Joe Company
-1.53%
-$3,393.06 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-1.5%
-$8,302.08 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.49%
-$7,096.68 
ANVS Annovis Bio, Inc.
-1.48%
-$83.86 
VCR Vanguard Consumer Discretionary ETF
-1.48%
-$4,621.9 
INVA Innoviva Inc.
-1.47%
-$2,808.96 
UL Unilever PLC Sponsored ADR
-1.45%
-$8,119.87 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.44%
-$5,690.49 
NWG NatWest Group plc Sponsored ADR
-1.44%
-$8,525.51 
AOS A. O. Smith Corporation
-1.44%
-$7,602.3 
CRH CRH plc Ordinary Shares
-1.44%
-$4,642.56 
VRRM Verra Mobility Corp. Class A Common Stock
-1.43%
-$571.59 
BR Broadridge Financial Solutions, Inc.
-1.4%
-$9,074.97 
V Visa Inc. Class A
-1.4%
-$5,046 
ITW Illinois Tool Works Inc.
-1.37%
-$5,959.7 
LW Lamb Weston Holdings, Inc.
-1.36%
-$10,242 
SEIC SEI Investments Company
-1.36%
-$3,454.86 
CINF Cincinnati Financial Corporation
-1.35%
-$3,110.4 
BCS Barclays PLC Sponsored ADR
-1.34%
-$6,757.56 
BNTX BioNTech SE American Depositary Share
-1.3%
-$2,864.16 
C Citigroup Inc.
-1.29%
-$2,478.94 
XLF State Street Financial Select Sector SPDR ETF
-1.28%
-$3,727.22 
RL Ralph Lauren Corp. Class A Common Stock
-1.27%
-$3,938.21 
FWONA Liberty Media Corporation Series A Liberty Formula One Common Stock
-1.24%
-$2,736.24 
AMGN Amgen Inc. Common Stock
-1.24%
-$4,423.35 
WMT Walmart Inc.
-1.21%
-$3,214.89 
LYG Lloyds Banking Group plc ADR
-1.21%
-$6,970.53 
TUR iShares MSCI Turkey ETF
-1.21%
-$9,719.25 
DEO Diageo plc Sponsored ADR
-1.17%
-$4,327.9 
GSK GSK plc ADR
-1.16%
-$4,945.64 
MT ArcelorMittal NY Registry Shares
-1.15%
-$5,468.94 
UAE iShares MSCI UAE ETF
-1.14%
-$8,722.78 
NGG National Grid plc Sponsored ADR
-1.11%
-$3,404 
SNY Sanofi ADR
-1.11%
-$2,965.01 
AHR American Healthcare REIT, Inc.
-1.1%
-$7,449.98 
MD Pediatrix Medical Group Inc.
-1.08%
-$2,685.76 
PGR The Progressive Corporation
-1.08%
-$4,927.65 
ADT ADT Inc.
-1.07%
-$4,526.85 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-1.07%
-$21,937.09 
PEGA Pegasystems Inc.
-1.06%
-$4,068.09 
XLI State Street Industrial Select Sector SPDR ETF
-1.06%
-$8,000.4 
PRDO Perdoceo Education Corporation
-1.06%
-$8,779.42 
INGR Ingredion Incorporated
-1.05%
-$3,714.84 
CHE Chemed Corp.
-1.02%
-$2,660.87 
FICO Fair Isaac Corp.
-1%
-$1,701.54 
DOX Amdocs Ltd.
-0.99%
-$5,482.89 
TM Toyota Motor Corporation Sponsored ADR
-0.97%
-$2,954.83 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.96%
-$7,012.59 
NVO Novo Nordisk A/S Sponsored ADR
-0.95%
-$4,297.87 
VIS Vanguard Industrials ETF
-0.94%
-$3,884.51 
UBS UBS Group AG
-0.94%
-$5,235.56 
EME EMCOR Group, Inc.
-0.9%
-$2,776.48 
RIO Rio Tinto plc ADR
-0.89%
-$3,407.25 
SAN Banco Santander, S.A. Sponsored ADR
-0.89%
-$5,341.75 
NMR Nomura Holdings, Inc. Sponsored ADR
-0.83%
-$3,579.37 
ADP Automatic Data Processing Inc.
-0.82%
-$7,688.58 
BRK-B Berkshire Hathaway Inc.
-0.8%
-$46,222.14 
AZN AstraZeneca PLC American Depositary Shares
-0.8%
-$2,925.6 
DGRO iShares Core Dividend Growth ETF
-0.78%
-$20,125.62 
SAP SAP SE Sponsored ADR
-0.75%
-$4,494.23 
VIG Vanguard Dividend Appreciation ETF
-0.75%
-$10,367.15 
NFLX Netflix Inc.
-0.75%
-$2,458.51 
LAMR Lamar Advertising Company Class A
-0.72%
-$6,287.1 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.71%
-$3,070.9 
PAYX Paychex Inc.
-0.7%
-$5,430.01 
EXEL Exelixis Inc.
-0.69%
-$4,718.7 
META Meta Platforms Inc Class A
-0.69%
-$7,609.51 
INTF iShares International Equity Factor ETF
-0.67%
-$9,907.15 
RSP Invesco S&P 500 Equal Weight ETF
-0.66%
-$1,473.2 
TAK Takeda Pharmaceutical Co Ltd ADR
-0.64%
-$2,594.15 
YOU Clear Secure Inc. Class A Common Stock
-0.64%
-$3,033.4 
GLD SPDR Gold Shares
-0.61%
-$2,422.09 
MGV Vanguard Mega Cap Value ETF
-0.6%
-$4,451.15 
EFA iShares MSCI EAFE ETF
-0.57%
-$2,951.91 
IVT InvenTrust Properties Corp.
-0.56%
-$989.4 
CHT Chunghwa Telecom Co., Ltd. ADR
-0.55%
-$2,304.99 
DOCS Doximity Inc. Class A Common Stock
-0.55%
-$2,184.3 
IWD iShares Russell 1000 Value ETF
-0.55%
-$4,039.9 
XLB State Street Materials Select Sector SPDR ETF
-0.54%
-$2,090.48 
IVE iShares S&P 500 Value ETF
-0.54%
-$1,867.52 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
-0.54%
-$5,790.82 
SIG Signet Jewelers Limited
-0.52%
-$2,803.56 
SRE Sempra
-0.49%
-$1,177.68 
IDXX IDEXX Laboratories, Inc.
-0.49%
-$1,323.28 
GOOGL Alphabet Inc
-0.45%
-$4,680.76 
AAPL Apple Inc.
-0.45%
-$15,809.68 
STM STMicroelectronics N.V.
-0.44%
-$1,469.33 
IWS iShares Russell Mid-Cap Value ETF
-0.44%
-$1,022.88 
PCTY Paylocity Holding Corporation
-0.44%
-$3,388.32 
AMZN Amazon.com Inc
-0.43%
-$1,426.81 
APP AppLovin Corporation Class A Common Stock
-0.43%
-$570 
SONY Sony Group Corp. Sponsored ADR
-0.42%
-$2,035.33 
VOT Vanguard Mid-Cap Growth ETF
-0.41%
-$1,310.98 
R Ryder System Inc.
-0.41%
-$2,509.92 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
-0.39%
-$3,385.57 
JVAL JPMorgan U.S. Value Factor ETF
-0.38%
-$3,710.7 
IWM iShares Russell 2000 ETF
-0.36%
-$1,109.99 
IVV iShares Core S&P 500 ETF
-0.36%
-$10,049.51 
KLAC KLA Corporation
-0.36%
-$1,825.32 
VOO Vanguard S&P 500 ETF
-0.36%
-$10,483.42 
SPY State Street SPDR S&P 500 ETF Trust
-0.35%
-$4,032.51 
AOA iShares Core 80/20 Aggressive Allocation ETF
-0.33%
-$1,927.36 
MLI Mueller Industries, Inc.
-0.33%
-$1,157.4 
ADEA Adeia Inc.
-0.33%
-$453.32 
VTI Vanguard Total Stock Market ETF
-0.32%
-$13,684.03 
SEZL Sezzle Inc.
-0.31%
-$1,756.41 
SE Sea Limited Sponsored ADR
-0.31%
-$1,074.89 
ESGU iShares ESG Aware MSCI USA ETF
-0.3%
-$951.66 
RELX RELX PLC American Depositary Receipt
-0.29%
-$1,537.8 
WM Waste Management Inc.
-0.29%
-$1,633.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.28%
-$649.06 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.27%
-$2,676.03 
TT Trane Technologies plc
-0.27%
-$630.95 
NVDA NVIDIA Corporation
-0.25%
-$2,392.3 
THC Tenet Healthcare Corp.
-0.25%
-$829.6 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.24%
-$1,829.88 
JQUA JPMorgan U.S. Quality Factor ETF
-0.24%
-$6,024.96 
GFF Griffon Corporation
-0.23%
-$630.3 
MMS Maximus Inc.
-0.22%
-$1,357.44 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.21%
-$2,291.19 
VUG Vanguard Morningstar Growth ETF
-0.2%
-$925.14 
IVW iShares S&P 500 Growth ETF
-0.19%
-$10,784.72 
FPE First Trust Preferred Securities and Income ETF
-0.15%
-$2,174.62 
JBND JPMorgan Active Bond ETF
-0.12%
-$6,954.74 
WDAY Workday Inc Class A Common Stock
-0.11%
-$411.72 
KSA iShares MSCI Saudi Arabia ETF
-0.1%
-$462.21 
IWF iShares Russell 1000 Growth ETF
-0.1%
-$1,526.59 
LECO Lincoln Electric Holdings, Inc.
-0.1%
-$235.84 
EXR Extra Space Storage Inc.
-0.09%
-$393.77 
JPIE JPMorgan Income ETF
-0.08%
-$180.78 
SMTH ALPS Smith Core Plus Bond ETF
-0.04%
-$3,092.68 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$1,159.55 
RAMP LiveRamp Holdings, Inc.
-0.03%
-$167.36 
PHG Koninklijke Philips N.V. ADR
-0.02%
-$63.46 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.02%
-$118.84 
GILD Gilead Sciences Inc.
-0.01%
-$33.92 
DLR Digital Realty Trust Inc.
-0.01%
-$31.14 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3806 | Longs Won 2593/3806 68% | Profit Factor 2.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,101.7 |
| Average Win $42,988.01 | Best Trade (Oct 15) $3.36M | Sharpe Ratio -149.12 |
| Average Loss -$39,276.78 | Worst Trade (Dec 31) -$11.61M | Z-Score 7.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $16,769.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,630 | 4,167 | 3,704 | 3,241 | 2,778 | 2,315 | 1,852 | 1,389 | 926 | 463 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,167 | $1.46M | $3.52M | - | $2.07M | 141.5% | -0.447% |
| ADEA Adeia Inc. | 6,476 | $213,263 | $137,258.82 | - | -$76,004.18 | -35.64% | -0.329% |
| ADP Automatic Data Processing Inc. | 3,027 | $877,348.45 | $924,445.8 | - | $47,097.35 | 5.37% | -0.825% |
| ADT ADT Inc. | 60,358 | $450,571.8 | $417,375.57 | - | -$33,196.23 | -7.37% | -1.073% |
| AHR American Healthcare REIT, Inc. | 12,735 | $664,149 | $672,599.02 | - | $8,450.02 | 1.27% | -1.096% |
| AMAT Applied Materials Inc. | 1,327 | $291,109.54 | $504,883.69 | - | $213,774.15 | 73.43% | +1.302% |
| AMG Affiliated Managers Group, Inc. | 1,487 | $503,201 | $578,547.09 | - | $75,346.09 | 14.97% | -1.633% |
| AMGN Amgen Inc. Common Stock | 797 | $200,142.11 | $352,058.81 | - | $151,916.7 | 75.9% | -1.241% |
| AMT American Tower Corporation | 2,338 | $382,384 | $441,087.08 | - | $58,703.08 | 15.35% | +3.905% |
| AMZN Amazon.com Inc | 1,309 | $247,806.81 | $326,320.61 | - | $78,513.8 | 31.68% | -0.435% |
| ANET Arista Networks Inc. | 5,152 | $589,312.66 | $893,691.68 | - | $304,379.02 | 51.65% | +1.4% |
| ANVS Annovis Bio, Inc. | 5,705 | $12,722 | $5,573.78 | - | -$7,148.22 | -56.19% | -1.482% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 6,023 | $469,039.97 | $580,737.66 | - | $111,697.69 | 23.81% | -0.331% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 15,912 | $701,477.99 | $774,516.6 | - | $73,038.61 | 10.41% | -0.236% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 14,465 | $856,419.92 | $986,151.37 | - | $129,731.45 | 15.15% | -0.271% |
| AOS A. O. Smith Corporation | 8,447 | $529,811 | $520,081.79 | - | -$9,729.21 | -1.84% | -1.441% |
| APA APA Corporation | 17,743 | $753,014.25 | $923,878.01 | - | $170,863.76 | 22.69% | +5.32% |
| APH Amphenol Corp. Class A Common Stock | 6,268 | $197,962.24 | $466,025.8 | - | $268,063.56 | 135.41% | +1.752% |
| APP AppLovin Corporation Class A Common Stock | 500 | $199,000 | $131,570 | - | -$67,430 | -33.88% | -0.431% |
| ARGX argenx SE American Depositary Receipt | 304 | $221,996.31 | $266,813.2 | - | $44,816.89 | 20.19% | +0.219% |
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FAQ
Which stocks have generated the highest profits for Quentin Stoker?
The largest contributions to the portfolio's profits come from the following stocks: Yum! Brands, Inc - $1.78M, iShares MSCI Emerging Markets ex China ETF - $1.66M, JPMorgan U.S. Quality Factor ETF - $1.51M, iShares S&P 500 Growth ETF - $1.32M, and State Street Technology Select Sector SPDR ETF - $1.16M. 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: Filana Therapeutics, Inc - $15.97M, PepsiCo, Inc - $2.65M, iShares Ethereum Trust ETF - $443,194.28, Sylvamo Corporation - $359,613.99, and Scorpio Tankers Inc - $342,027.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Quentin Stoker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.11M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $1.96M, ALPS Smith Core Plus Bond ETF - $739,557.14, JPMorgan Income ETF - $644,959.95, JPMorgan Active Bond ETF - $605,375.18, and Yum! Brands, Inc - $414,157.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Quentin Stoker's monthly returns?
Quentin Stoker'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 Quentin Stoker's strategy be considered aggressive or moderate?
Quentin Stoker'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 Quentin Stoker's strategy?
Quentin Stoker'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.
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