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:
34.79%
Gain +0.63%
Monthly
0.77%
Yearly
9.63%
Drawdown
20.11%
$182.72M
Equity
Holdings
$182.72M
Investment
$142.02M
$64.1M
Profit +$1.26M
Realized
$23.4M
Unrealized
$40.7M
Dividends
$16.68M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.63%
Profit
$1.26M
Win %
82%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$1.77M
Win %
82%
This Month
Compared to last month
Gain
-0.66%
Profit
-$1.22M
Win %
82%
This Year
Compared to last year
Gain
2.31%
Profit
$3.97M
Win %
74%
FIX Comfort Systems USA, Inc.
+6.22%
+$18,405.62 
ETHA iShares Ethereum Trust
+6.14%
+$31,020.54 
NTAP NetApp, Inc.
+6.12%
+$72,916.39 
ANET Arista Networks, Inc.
+5.48%
+$53,374.67 
UPWK Upwork Inc.
+4.89%
+$10,571.13 
JBL Jabil Inc.
+4.83%
+$10,932.03 
NOK Nokia Corporation Sponsored ADR
+3.62%
+$15,194.41 
APH Amphenol Corporation
+3.61%
+$18,145.86 
EME EMCOR Group, Inc.
+3.53%
+$12,381.59 
XRPC Canary XRP ETF
+3.21%
+$39,902.24 
BX Blackstone Inc.
+3.19%
+$16,564 
INTC Intel Corporation
+3.17%
+$11,633.2 
MFG Mizuho Financial Group Inc. ADR
+3.16%
+$17,414.6 
MPC Marathon Petroleum Corporation
+3.01%
+$37,457.23 
QCOM QUALCOMM Incorporated
+2.95%
+$23,413.22 
AMT American Tower Corporation
+2.94%
+$11,900.42 
TER Teradyne, Inc.
+2.88%
+$8,373.12 
TM Toyota Motor Corporation
+2.88%
+$8,481.74 
IBM International Business Machines Corporation
+2.85%
+$21,178.79 
NMR Nomura Holdings Inc. Sponsored ADR
+2.8%
+$14,078.87 
HMC Honda Motor Co., Ltd.
+2.78%
+$12,101.76 
AAPL Apple Inc.
+2.31%
+$76,862.42 
ADEA Adeia Inc.
+2.22%
+$3,788.46 
GOOGL Alphabet Inc
+2.22%
+$23,660.25 
DOCS Doximity Inc.
+2.15%
+$6,257.71 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.12%
+$12,504.69 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+2.07%
+$10,842.15 
YETI FNCL Series 2007 Other Floating Rate Instrument
+1.98%
+$3,910.92 
JOE The St. Joe Company
+1.88%
+$3,841.2 
SYY Sysco Corporation
+1.82%
+$8,995.5 
FSLR First Solar, Inc.
+1.73%
+$4,882.4 
CAT Caterpillar Inc.
+1.67%
+$5,424.38 
FTDR Frontdoor, Inc.
+1.67%
+$6,020.63 
XLK State Street Technology Select Sector SPDR ETF
+1.55%
+$25,106.76 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.54%
+$13,002.45 
VGT Vanguard Information Technology ETF
+1.5%
+$24,040.8 
GEN Gen Digital Inc.
+1.46%
+$14,719.57 
KLAC KLA Corporation
+1.46%
+$8,919.99 
LECO Lincoln Electric Holdings, Inc.
+1.45%
+$3,510.14 
NWG NatWest Group plc Sponsored ADR
+1.44%
+$9,221.47 
GNTX Gentex Corporation
+1.41%
+$8,319.68 
AMZN Amazon.com Inc
+1.39%
+$4,568.41 
TILE Interface Inc.
+1.36%
+$3,398.48 
EXLS ExlService Holdings Inc.
+1.33%
+$6,445.52 
MTUM iShares MSCI USA Momentum Factor ETF
+1.33%
+$16,788.28 
DLR Digital Realty Trust, Inc.
+1.33%
+$7,660.44 
NEM Newmont Corporation
+1.32%
+$4,951.78 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.31%
+$45,684.6 
BTI British American Tobacco p.l.c. ADR
+1.26%
+$4,131.72 
DOX Amdocs Limited
+1.25%
+$6,570.77 
EEM iShares MSCI Emerging Markets ETF
+1.24%
+$5,526.97 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+1.24%
+$12,326.77 
WSM Williams-Sonoma, Inc.
+1.23%
+$3,298.19 
ASML ASML Holding N.V. New York Registry Shares
+1.23%
+$5,774.05 
TT Trane Technologies plc
+1.23%
+$2,856.49 
CRH CRH plc
+1.22%
+$4,006.08 
GLD SPDR Gold Shares
+1.22%
+$5,137.62 
BAI iShares A.I. Innovation and Tech Active ETF
+1.2%
+$2,497.36 
VUG Vanguard Growth ETF
+1.19%
+$5,659.68 
AVGO Broadcom Inc.
+1.18%
+$6,364.45 
META Meta Platforms Inc Class A
+1.17%
+$12,874.68 
BCS Barclays PLC Sponsored ADR
+1.15%
+$6,872.1 
SAN Banco Santander S.A. Sponsored ADR
+1.13%
+$7,664.25 
IWF iShares Russell 1000 Growth ETF
+1.12%
+$17,301.92 
ING ING Groep N.V. Sponsored ADR
+1.1%
+$7,451.19 
UAE iShares MSCI UAE ETF
+1.09%
+$8,524.53 
AOS A. O. Smith Corporation
+1.09%
+$5,237.14 
CSL Carlisle Companies Inc.
+1.09%
+$2,160 
GMAB Genmab A/S Sponsored ADR
+1.09%
+$4,984 
AMAT Applied Materials, Inc.
+1.08%
+$6,528.83 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.08%
+$4,718.27 
GFF Griffon Corporation
+1.08%
+$2,950.95 
HSBC HSBC Holdings plc Sponsored ADR
+1.08%
+$7,586.88 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.06%
+$62,170.71 
VIS Vanguard Industrials ETF
+1.04%
+$4,435.74 
JMOM JPMorgan U.S. Momentum Factor ETF
+1.04%
+$9,263.07 
HCA HCA Healthcare Inc.
+1.03%
+$3,038.93 
JVAL JPMorgan U.S. Value Factor ETF
+1.03%
+$9,977.66 
QQQ Invesco QQQ Trust, Series 1
+0.99%
+$5,456.7 
STM STMicroelectronics N.V.
+0.98%
+$3,767.5 
EFA iShares MSCI EAFE ETF
+0.98%
+$5,247.84 
FICO Fair Isaac Corporation
+0.98%
+$1,941.66 
JNJ Johnson & Johnson
+0.97%
+$4,471.12 
IVV iShares Core S&P 500 ETF
+0.95%
+$26,150.41 
SPY SPDR S&P 500 ETF Trust
+0.95%
+$10,713.57 
CDNS Cadence Design Systems, Inc.
+0.95%
+$2,508.29 
HRMY Harmony Biosciences Holdings, Inc.
+0.94%
+$2,589.07 
UBS UBS Group AG
+0.94%
+$6,068.51 
AU AngloGold Ashanti plc
+0.94%
+$5,472.32 
VOO Vanguard S&P 500 ETF
+0.94%
+$27,262.67 
EXP Eagle Materials Inc.
+0.93%
+$1,735.65 
ESGU iShares ESG Aware MSCI USA ETF
+0.92%
+$2,854.98 
AYI Acuity Brands Inc.
+0.92%
+$2,075.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.91%
+$2,085.31 
SEZL Sezzle Inc.
+0.89%
+$4,254.47 
XLI Industrial Select Sector SPDR Fund
+0.89%
+$6,870.45 
NVDA NVIDIA Corporation
+0.89%
+$8,623.3 
ETSY Etsy Inc.
+0.89%
+$2,219.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.88%
+$37,959.56 
BNTX BioNTech SE
+0.88%
+$2,068.56 
VOT Vanguard Mid-Cap Growth ETF
+0.87%
+$2,844.16 
PEGA Pegasystems Inc.
+0.85%
+$3,181.45 
TUR iShares MSCI Turkey ETF
+0.83%
+$8,682.53 
MEDP Medpace Holdings Inc.
+0.83%
+$2,964.32 
DG Dollar General Corporation
+0.82%
+$5,062.82 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.81%
+$16,506.32 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.81%
+$3,755.19 
IVE ISHARES S&P 500 VALUE ETF
+0.81%
+$2,757.51 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.81%
+$3,465.73 
JPM JPMorgan Chase & Co.
+0.8%
+$4,907.22 
KTB Kontoor Brands Inc.
+0.79%
+$5,802.82 
INTF iShares International Equity Factor ETF
+0.78%
+$11,888.58 
IWD iShares Russell 1000 Value ETF
+0.78%
+$5,604.65 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.77%
+$2,793.7 
LYG Lloyds Banking Group Plc ADR
+0.76%
+$4,825.76 
BUD Anheuser-Busch InBev S.A. ADR
+0.75%
+$3,761.88 
VCR Vanguard Consumer Discretionary ETF
+0.73%
+$2,235.75 
NFLX Netflix, Inc.
+0.73%
+$2,728.93 
JQUA JPMorgan U.S. Quality Factor ETF
+0.73%
+$17,740.16 
MLI Mueller Industries Inc.
+0.71%
+$2,764.9 
RIO Rio Tinto Plc Sponsored ADR
+0.71%
+$3,202.82 
PLTR Palantir Technologies Inc.
+0.7%
+$4,113.72 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$1,452.88 
ITW Illinois Tool Works Inc.
+0.67%
+$2,747.02 
PRDO Perdoceo Education Corporation
+0.66%
+$5,339.2 
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF
+0.66%
+$5,793.1 
SHEL Shell plc
+0.66%
+$3,955.14 
VIG Vanguard Dividend Appreciation ETF
+0.66%
+$8,826.48 
MGV Vanguard Mega Cap Value ETF
+0.61%
+$4,451.15 
IWM iShares Russell 2000 ETF
+0.59%
+$1,879.28 
IWS iShares Russell Mid-Cap Value ETF
+0.59%
+$1,352.4 
DGRO iShares Core Dividend Growth ETF
+0.59%
+$14,812.46 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.59%
+$2,262.48 
HYD VanEck High Yield Muni ETF
+0.58%
+$2,136.07 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.58%
+$5,786 
JPME JPMorgan Diversified Return U.S. Mid Cap Equity ETF
+0.57%
+$6,182.68 
UL Unilever PLC Sponsored American Depositary Receipt
+0.57%
+$2,929.85 
SIG Signet Jewelers Ltd.
+0.56%
+$2,504.82 
ARGX argenx SE American Depositary Receipt
+0.53%
+$1,571.68 
G Genpact Ltd.
+0.52%
+$3,111.12 
V Visa Inc. Class A
+0.52%
+$1,661.71 
MSFT Microsoft Corp.
+0.52%
+$6,586.79 
MCHI iShares MSCI China ETF
+0.49%
+$7,372.04 
AOA iShares Core Aggressive Allocation ETF
+0.47%
+$2,800.7 
CTSH Cognizant Technology Solutions Corporation
+0.45%
+$2,481.18 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.43%
+$2,235.97 
XLB Materials Select Sector SPDR Fund
+0.43%
+$1,642.52 
TTC The Toro Company
+0.43%
+$2,347.6 
XLE Energy Select Sector SPDR Fund
+0.42%
+$2,811.87 
LAMR Lamar Advertising Company
+0.42%
+$3,419.3 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.42%
+$3,261.96 
XOM Exxon Mobil Corporation
+0.41%
+$1,468.64 
COLL Collegium Pharmaceutical Inc.
+0.39%
+$1,196.37 
APP AppLovin Corporation Class A Common Stock
+0.39%
+$615 
CHT Chunghwa Telecom Co., Ltd. Sponsored ADR
+0.38%
+$1,451.29 
XLP Consumer Staples Select Sector SPDR Fund
+0.34%
+$1,333.94 
SAP SAP SE Sponsored ADR
+0.31%
+$1,576.73 
XLF Financial Select Sector SPDR Fund
+0.28%
+$822.56 
FPE First Trust Preferred Securities and Income ETF
+0.26%
+$3,914.32 
VDC VANGUARD CONSUMER STAPLES ETF
+0.25%
+$572.35 
SE Sea Ltd.
+0.23%
+$1,143.5 
TTE TotalEnergies SE
+0.23%
+$1,115.73 
MA Mastercard Incorporated
+0.22%
+$572.04 
EXR Extra Space Storage Inc.
+0.22%
+$908.7 
FOXA Fox Corporation
+0.2%
+$506.74 
PYLD PIMCO Multisector Bond Active ETF
+0.19%
+$2,082.9 
PHG Koninklijke Philips N.V.
+0.18%
+$571.14 
FWONA Liberty Media Corporation
+0.17%
+$394.65 
NGG National Grid plc Sponsored ADR
+0.17%
+$481 
NVS Novartis AG Sponsored ADR
+0.17%
+$808.22 
AMG Affiliated Managers Group Inc.
+0.16%
+$847.59 
ADT ADT Inc.
+0.14%
+$603.58 
WMT Walmart Inc.
+0.13%
+$306.18 
WDAY Workday Inc.
+0.13%
+$429.61 
KSA iShares MSCI Saudi Arabia ETF
+0.1%
+$528.24 
JBND JPMorgan Active Bond ETF
+0.1%
+$5,339.1 
DEO Diageo plc Sponsored ADR
+0.09%
+$306.4 
MNST Monster Beverage Corporation
+0.09%
+$517.28 
REPX Riley Exploration Permian, Inc.
+0.09%
+$600.92 
APA APA Corporation
+0.09%
+$709.72 
SMTH ALPS Smith Core Plus Bond ETF
+0.08%
+$6,185.36 
LRCX Lam Research Corporation
+0.04%
+$367.35 
RAMP LiveRamp Holdings, Inc.
+0.04%
+$251.04 
AROC Archrock Inc.
+0.03%
+$181.62 
R Ryder System Inc.
+0.03%
+$139.42 
JPIE JPMorgan Income ETF
+0.02%
+$51.65 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$386.51 
COKE Coca-Cola Consolidated Inc.
+0.01%
+$18.11 
BHP BHP Group Ltd.
+0.01%
+$27.09 
MU Micron Technology, Inc.
0%
+$22.43 
EA Electronic Arts Inc.
0%
$0 
EQR Equity Residential
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 BPRE
BPRE
0%
$0 
QLYS Qualys, Inc.
-3.15%
-$9,905.16 
NVO Novo Nordisk A/S Sponsored ADR
-2.85%
-$14,383.54 
EXEL Exelixis Inc.
-2.35%
-$14,156.1 
VRRM Verra Mobility Corporation
-2.33%
-$1,079.67 
PANW Palo Alto Networks, Inc.
-1.5%
-$6,566.09 
FHI Federated Hermes Inc.
-1.48%
-$4,266.9 
FTI TechnipFMC plc
-1.4%
-$4,083.12 
E Eni S.p.A. Sponsored ADR
-1.35%
-$6,991.24 
ANVS Annovis Bio, Inc.
-1.26%
-$85.58 
LMT Lockheed Martin Corporation
-1.13%
-$5,508 
HCI HCI Group, Inc.
-1.08%
-$2,862.34 
AMGN Amgen Inc.
-1.05%
-$3,211.91 
FTNT Fortinet Inc.
-1.03%
-$4,921 
OVV Ovintiv Inc.
-0.95%
-$5,275.28 
FDX FedEx Corporation
-0.92%
-$3,286.08 
IDXX IDEXX Laboratories, Inc.
-0.89%
-$2,142 
MT ArcelorMittal S.A.
-0.89%
-$5,270.79 
DVN Devon Energy Corporation
-0.76%
-$5,481.12 
EQNR Equinor ASA Sponsored ADR
-0.73%
-$3,443.55 
IVT InvenTrust Properties Corp.
-0.72%
-$1,338.6 
PUK Prudential plc ADR
-0.67%
-$2,611.26 
VRSK Verisk Analytics Inc.
-0.67%
-$1,325.14 
INGR Ingredion Inc.
-0.66%
-$2,421.93 
RL Ralph Lauren Corporation
-0.64%
-$1,749.87 
SM SM Energy Company
-0.62%
-$3,493.51 
TDW Tidewater Inc.
-0.6%
-$2,141.15 
RELX Relx PLC Sponsored ADR
-0.59%
-$2,563 
SPCX Space Exploration Technologies Corp. Class A
-0.58%
-$1,043.18 
MCY Mercury General Corporation
-0.57%
-$2,817.25 
WM Waste Management, Inc.
-0.57%
-$2,846.26 
HAL Halliburton Company
-0.55%
-$2,431.6 
YUM Yum! Brands, Inc.
-0.54%
-$1,414.49 
SNY Sanofi American Depositary Receipt
-0.53%
-$1,434.37 
SNN Smith & Nephew plc ADR
-0.53%
-$1,561.65 
INVA Innoviva Inc.
-0.48%
-$906.7 
ILF iShares Latin America 40 ETF
-0.48%
-$9,172.1 
C Citigroup Inc.
-0.48%
-$1,032.24 
LLY Eli Lilly and Company
-0.48%
-$2,846.2 
SRE Sempra
-0.46%
-$1,079.54 
MGY Magnolia Oil & Gas Corp.
-0.43%
-$2,708.34 
YOU Clear Secure Inc.
-0.35%
-$1,569 
TPR Tapestry Inc.
-0.34%
-$1,401.27 
HALO Halozyme Therapeutics Inc.
-0.34%
-$1,895.04 
CINF Cincinnati Financial Corporation
-0.31%
-$673.92 
MMS Maximus Inc.
-0.3%
-$1,648.32 
PCTY Paylocity Holding Corporation
-0.29%
-$1,824.48 
PGR Progressive Corporation
-0.29%
-$1,246.87 
BR Broadridge Financial Solutions, Inc.
-0.28%
-$1,651.58 
AHR American Healthcare REIT, Inc.
-0.28%
-$1,910.25 
ADP Automatic Data Processing Inc.
-0.26%
-$2,088.6 
THC Tenet Healthcare Corporation
-0.22%
-$713.69 
GILD Gilead Sciences Inc.
-0.19%
-$474.88 
LW Lamb Weston Holdings, Inc.
-0.19%
-$1,229.04 
AZN AstraZeneca PLC American Depositary Shares
-0.19%
-$636 
SEIC SEI Investments Company
-0.17%
-$450.11 
PAYX Paychex Inc.
-0.14%
-$1,072.99 
CF CF Industries Holdings, Inc.
-0.1%
-$847.7 
BP BP p.l.c. Sponsored ADR
-0.1%
-$434.79 
PEP PepsiCo, Inc.
-0.08%
-$623.53 
MD Pediatrix Medical Group, Inc.
-0.07%
-$167.86 
CHE Chemed Corporation
-0.07%
-$191.13 
BRK-B Berkshire Hathaway Inc.
-0.07%
-$3,904.61 
GSK GSK plc Sponsored ADR
-0.05%
-$207.8 
ENVA Enova International Inc.
-0.04%
-$198.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3806 | Longs Won 2591/3806 68% | Profit Factor 2.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $232,444.68 |
| Average Win $43,135.33 | Best Trade (Aug 14) $3.28M | Sharpe Ratio -20.26 |
| Average Loss -$39,232.81 | Worst Trade (Dec 31) -$11.61M | Z-Score 9.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 4d | Expectancy $16,840.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,651 | 4,186 | 3,721 | 3,256 | 2,791 | 2,326 | 1,860 | 1,395 | 930 | 465 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,167 | $1.46M | $3.4M | - | $1.94M | 132.77% | +2.315% |
| ADEA Adeia Inc. | 6,476 | $213,263 | $174,139.64 | - | -$39,123.36 | -18.35% | +2.224% |
| ADP Automatic Data Processing Inc. | 3,027 | $877,348.45 | $807,119.28 | - | -$70,229.17 | -8% | -0.258% |
| ADT ADT Inc. | 60,358 | $450,571.8 | $423,713.16 | - | -$26,858.64 | -5.96% | +0.143% |
| AHR American Healthcare REIT, Inc. | 12,735 | $664,149 | $686,543.85 | - | $22,394.85 | 3.37% | -0.277% |
| AMAT Applied Materials, Inc. | 1,327 | $291,109.54 | $609,000.11 | - | $317,890.57 | 109.2% | +1.084% |
| AMG Affiliated Managers Group Inc. | 1,487 | $503,201 | $528,033.7 | - | $24,832.7 | 4.93% | +0.161% |
| AMGN Amgen Inc. | 797 | $200,142.11 | $301,616.68 | - | $101,474.57 | 50.7% | -1.054% |
| AMT American Tower Corporation | 2,338 | $382,384 | $416,327.66 | - | $33,943.66 | 8.88% | +2.943% |
| AMZN Amazon.com Inc | 1,309 | $247,806.81 | $334,292.42 | - | $86,485.61 | 34.9% | +1.386% |
| ANET Arista Networks, Inc. | 5,152 | $589,312.66 | $1.03M | - | $437,738.54 | 74.28% | +5.482% |
| ANVS Annovis Bio, Inc. | 5,705 | $12,722 | $6,703.37 | - | -$6,018.63 | -47.31% | -1.261% |
| AOA iShares Core Aggressive Allocation ETF | 6,023 | $469,039.97 | $592,693.31 | - | $123,653.34 | 26.36% | +0.475% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 15,912 | $701,477.99 | $785,973.24 | - | $84,495.25 | 12.05% | +0.417% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 14,465 | $856,419.92 | $1M | - | $147,378.75 | 17.21% | +0.58% |
| AOS A. O. Smith Corporation | 8,447 | $529,811 | $484,266.51 | - | -$45,544.49 | -8.6% | +1.093% |
| APA APA Corporation | 17,743 | $753,014.25 | $790,805.51 | - | $37,791.26 | 5.02% | +0.09% |
| APH Amphenol Corporation | 6,268 | $197,962.24 | $521,152.86 | - | $323,190.62 | 163.26% | +3.607% |
| APP AppLovin Corporation Class A Common Stock | 500 | $199,000 | $157,860 | - | -$41,140 | -20.67% | +0.391% |
| ARGX argenx SE American Depositary Receipt | 304 | $221,996.31 | $300,719.84 | - | $78,723.53 | 35.46% | +0.525% |
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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 (3IS8) - $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: Cassava Sciences Inc - $15.97M, PepsiCo, Inc - $2.65M, Grayscale Bitcoin Mini Trust ETF - $684,671.9, iShares Ethereum Trust - $443,194.28, and Sylvamo Corporation - $359,613.99. 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 $16.68M earned over time. The largest contributors to dividend income include PepsiCo, Inc - $1.95M, ALPS Smith Core Plus Bond ETF - $716,058.96, JPMorgan Income ETF - $644,959.49, JPMorgan Active Bond ETF - $583,847.59, and Yum! Brands, Inc - $412,779.59. 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.
