SN
Susan Norris Portfolio
Invests via Alpine Woods Capital Investors LLC | Managed by Susan Norris
Invests via Alpine Woods Capital Investors LLC
Managed by Susan Norris
Automatically Tracked
Susan Norris Profile
Susan Norris possesses a rich professional background in corporate leadership and entrepreneurial endeavors, excelling in driving business growth across diverse sectors. With significant experience in establishing innovative solutions, she has made noteworthy contributions to both startups and established firms alike. Her ability to integrate technology with market strategies has positioned her as a key player in fostering industry advancements. In addition to her operational expertise, Susan actively engages with investor communities, leveraging her insights to bridge the gap between capital markets and emerging enterprises. Through her dynamic career trajectory, she embodies a commitment to creating impactful partnerships that enhance competitiveness and profitability.
Susan Norris possesses a rich professional background in corporate leadership and entrepreneurial endeavors, excelling in driving business growth across diverse sectors. With significant experience in establishing innovative solutions, she has made noteworthy contributions to both startups and established firms alike. Her ability to integrate technology with market strategies has positioned her as a key player in fostering industry advancements. In addition to her operational expertise, Susan actively engages with investor communities, leveraging her insights to bridge the gap between capital markets and emerging enterprises. Through her dynamic career trajectory, she embodies a commitment to creating impactful partnerships that enhance competitiveness and profitability.
Investment Philosophy & Strategy
Opportunities in evolving markets are a focus for Susan Norris, who leverages her extensive corporate leadership and entrepreneurial experience to uncover value. With a proven track record in integrating technology with strategic growth initiatives, she emphasizes innovative approaches that drive business success across various sectors. Her knack for identifying trends allows her to navigate competitive landscapes effectively, fostering resilience and expansion among the ventures she supports. Engaging actively with investor communities, there is a distinctive emphasis on collaboration and partnership building as essential elements of achieving sustainable growth.
Opportunities in evolving markets are a focus for Susan Norris, who leverages her extensive corporate leadership and entrepreneurial experience to uncover value. With a proven track record in integrating technology with strategic growth initiatives, she emphasizes innovative approaches that drive business success across various sectors. Her knack for identifying trends allows her to navigate competitive landscapes effectively, fostering resilience and expansion among the ventures she supports. Engaging actively with investor communities, there is a distinctive emphasis on collaboration and partnership building as essential elements of achieving sustainable growth.
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:
54.41%
Gain +0.01%
Monthly
0.77%
Yearly
9.63%
Drawdown
23.32%
$463.59M
Equity
Holdings
$463.59M
Investment
$314.26M
$1.07B
Profit +$60,602.26
Realized
$918.09M
Unrealized
$149.33M
Dividends
$325.91M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.01%
Profit
$60,602.26
Win %
82%
This Week
Compared To Last Week
Gain
0.01%
Profit
$60,602.26
Win %
82%
This Month
Compared to last month
Gain
4.04%
Profit
$18.02M
Win %
82%
This Year
Compared to last year
Gain
4.93%
Profit
$21.76M
Win %
78%
HALO Halozyme Therapeutics Inc.
+20.24%
+$82,164.88 
ABNB Airbnb, Inc.
+17.43%
+$199,705.13 
HNGE Hinge Health Inc.
+11.55%
+$276,926.44 
GRDN Guardian Pharmacy Services Inc.
+11.05%
+$39,222.56 
AXON Axon Enterprise, Inc.
+9.29%
+$27,624.94 
FROG JFrog Ltd
+7.8%
+$33,073.91 
MP MP Materials Corp.
+7.62%
+$65,616.12 
RDDT Reddit Inc Class A
+7.18%
+$15,952.59 
IOT Samsara Inc. Class A Common Stock
+6.96%
+$20,144.18 
GH Guardant Health Inc.
+6.92%
+$17,222 
AGI Alamos Gold Inc.
+6.59%
+$16,195 
AEM Agnico Eagle Mines Limited
+6.49%
+$530,056.59 
RBRK Rubrik, Inc.
+6.47%
+$26,124.72 
UBER Uber Technologies, Inc.
+6.46%
+$206,674.51 
AMPX Amprius Technologies Inc.
+5.9%
+$7,960.26 
KRMN Karman Holdings Inc.
+5.6%
+$13,268.46 
ASH Ashland Inc.
+5.51%
+$14,818.86 
NXT Nextracker Inc.
+4.91%
+$11,244.24 
QCOM QUALCOMM Incorporated
+4.66%
+$210,706.29 
PGEN Precigen Inc.
+4.63%
+$73,477.76 
OLED Universal Display Corporation
+4.52%
+$11,642.7 
ONDS Ondas Holdings Inc.
+4.23%
+$20,350 
CCJ Cameco Corporation
+4.03%
+$36,550.15 
WTS Watts Water Technologies Inc.
+4.01%
+$10,622.34 
SNOW Snowflake Inc.
+3.93%
+$53,232.34 
MRVL Marvell Technology, Inc.
+3.88%
+$55,967.63 
COLD Americold Realty Trust
+3.75%
+$11,016.54 
SKYY First Trust Cloud Computing ETF
+3.71%
+$19,530 
EFC ELLINGTON FINANCIAL INC 1EL REIT
+3.5%
+$8,783.7 
DHI D.R. Horton, Inc.
+3.47%
+$69,058.57 
BKNG Booking Holdings Inc.
+3.39%
+$110,947.46 
CRWD CrowdStrike Holdings, Inc.
+3.39%
+$64,141.72 
CECO CECO Environmental Corp.
+3.37%
+$8,352.96 
IGV iShares Expanded Tech-Software Sector ETF
+3.29%
+$16,023 
KRP Kimbell Royalty Partners, LP
+3.24%
+$8,624.97 
NVMI Nova Ltd.
+3.07%
+$10,424.68 
GRMN Garmin Ltd.
+2.99%
+$111,343 
BHP BHP Group Ltd.
+2.86%
+$8,734.8 
HOOD Robinhood Markets, Inc.
+2.84%
+$16,770 
RGEN Repligen Corporation
+2.8%
+$9,655.88 
TXN Texas Instruments Inc
+2.76%
+$172,415.93 
POOL Pool Corporation
+2.6%
+$6,495.66 
GXO GXO Logistics Inc.
+2.6%
+$8,542.45 
KLAC KLA Corporation
+2.53%
+$12,176.1 
SRAD Sportradar Group AG
+2.52%
+$5,174.08 
VRTX Vertex Pharmaceuticals Incorporated
+2.49%
+$8,415.97 
TOL Toll Brothers Inc
+2.48%
+$6,391.99 
ORCL Oracle Corporation
+2.47%
+$6,745.01 
STZ Constellation Brands, Inc.
+2.44%
+$43,733.39 
TMO Thermo Fisher Scientific Inc.
+2.41%
+$34,432.69 
DHR Danaher Corporation
+2.39%
+$58,899.04 
GNTX Gentex Corporation
+2.29%
+$5,502.6 
GIS General Mills, Inc.
+2.27%
+$60,664.42 
NVDA NVIDIA Corporation
+2.27%
+$239,414.84 
AMAT Applied Materials, Inc.
+2.21%
+$7,147.6 
PPG PPG Industries Inc.
+2.19%
+$84,254.72 
IBKR Interactive Brokers Group Inc.
+2.1%
+$14,890.89 
PRVA Privia Health Group, Inc.
+2.04%
+$6,886.35 
AS Amer Sports, Inc.
+2.02%
+$8,032.19 
INTC Intel Corporation
+1.84%
+$13,763.2 
LRCX Lam Research Corporation
+1.82%
+$39,517.7 
PSCH Invesco S&P SmallCap Health Care ETF
+1.81%
+$7,350.01 
GILD Gilead Sciences Inc.
+1.8%
+$8,225.03 
NOMD Nomad Foods Ltd.
+1.78%
+$3,274.53 
HD The Home Depot, Inc.
+1.75%
+$96,605.86 
AVGO Broadcom Inc.
+1.71%
+$333,040.8 
LFST LifeStance Health Group, Inc.
+1.69%
+$4,685.22 
FLS Flowserve Corporation
+1.67%
+$4,852.24 
SEI Solaris Energy Infrastructure Inc.
+1.67%
+$3,518.81 
SON Sonoco Products Co.
+1.67%
+$4,244.6 
LKQ LKQ Corporation
+1.59%
+$3,623.1 
IFF International Flavors & Fragrances Inc.
+1.58%
+$53,291.8 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.58%
+$20,345.6 
VGT Vanguard Information Technology ETF
+1.55%
+$10,508 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.51%
+$5,256 
AMGN Amgen Inc.
+1.51%
+$152,676.9 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.49%
+$6,688.01 
MDT Medtronic plc
+1.44%
+$84,928.84 
KHC The Kraft Heinz Company
+1.44%
+$37,032.84 
TTC The Toro Company
+1.44%
+$3,396.69 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$13,200 
TSCO Tractor Supply Company
+1.38%
+$24,178.68 
RS Reliance Inc.
+1.37%
+$55,435.75 
SMG Scotts Miracle-Gro Co.
+1.37%
+$2,730.2 
ISRG Intuitive Surgical, Inc.
+1.36%
+$35,108.47 
INGR Ingredion Inc.
+1.36%
+$13,470.8 
HROW Harrow Inc.
+1.3%
+$2,711.28 
CSL Carlisle Companies Inc.
+1.22%
+$5,359 
PANW Palo Alto Networks, Inc.
+1.22%
+$46,177.79 
LGN Legence Corp.
+1.21%
+$3,125.43 
HEI Heico Corporation
+1.18%
+$38,408.19 
BEPC Brookfield Renewable Corporation
+1.17%
+$33,537.66 
HLI Houlihan Lokey Inc.
+1.11%
+$17,406.36 
IXUS iShares Core International Stock ETF
+1.01%
+$7,760 
ABBV AbbVie Inc.
+0.89%
+$66,913.9 
BMY Bristol-Myers Squibb Company
+0.89%
+$9,120 
BF-B Brown-Forman Corporation
+0.88%
+$2,000 
JNJ Johnson & Johnson
+0.88%
+$58,779.82 
CARL Carlsmed, Inc.
+0.88%
+$1,865.04 
EMR Emerson Electric Co.
+0.86%
+$44,657.67 
FDX FedEx Corporation
+0.85%
+$3,148.21 
LH Labcorp Holdings Inc.
+0.83%
+$15,935.1 
AMZN Amazon.com Inc
+0.81%
+$48,145.14 
VUG Vanguard Growth ETF
+0.81%
+$6,912 
SBAC SBA Communications Corporation
+0.78%
+$43,757.66 
UNH UnitedHealth Group Incorporated
+0.77%
+$5,871.66 
TT Trane Technologies plc
+0.76%
+$28,634.25 
XLV Health Care Select Sector SPDR Fund
+0.75%
+$2,569.45 
J Jacobs Solutions Inc.
+0.72%
+$9,528.55 
ELV Elevance Health, Inc.
+0.71%
+$1,850.81 
GS The Goldman Sachs Group, Inc.
+0.68%
+$6,102.07 
NOC Northrop Grumman Corporation
+0.68%
+$17,429.9 
PAYS Paysign Inc.
+0.65%
+$1,818.96 
DLR Digital Realty Trust, Inc.
+0.64%
+$4,752.92 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+0.64%
+$3,599.99 
NFLX Netflix, Inc.
+0.61%
+$12,411 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.57%
+$3,419.98 
VLY Valley National Bancorp
+0.55%
+$2,004.4 
PIPR Piper Sandler Companies
+0.52%
+$1,457.82 
VYM Vanguard High Dividend Yield ETF
+0.52%
+$2,752 
SPG Simon Property Group, Inc.
+0.49%
+$16,756.2 
CSCO Cisco Systems, Inc.
+0.46%
+$28,581.3 
CTAS Cintas Corporation
+0.45%
+$3,114.04 
EVRG Evergy Inc.
+0.43%
+$26,429.62 
PEP PepsiCo, Inc.
+0.42%
+$25,004.55 
SNA Snap-on Inc.
+0.4%
+$10,223.86 
SBUX Starbucks Corporation
+0.4%
+$6,041.28 
PH Parker-Hannifin Corporation
+0.38%
+$1,123.31 
META Meta Platforms Inc Class A
+0.37%
+$10,443.19 
STLD Steel Dynamics Inc.
+0.37%
+$26,184.18 
PLBC Plumas Bancorp
+0.36%
+$880 
JPM JPMorgan Chase & Co.
+0.34%
+$48,386.42 
HWC Hancock Whitney Corporation
+0.32%
+$985.25 
AAPL Apple Inc.
+0.29%
+$30,600.12 
BAC Bank of America Corporation
+0.27%
+$23,907.61 
HOPE Hope Bancorp Inc.
+0.21%
+$643.59 
USB U.S. Bancorp
+0.2%
+$7,087.08 
COLM Columbia Sportswear Company
+0.14%
+$282.16 
DOV Dover Corporation
+0.14%
+$319 
MTB M&T Bank Corporation
+0.12%
+$454.15 
SIRI Sirius XM Holdings Inc.
+0.1%
+$297.99 
CARR Carrier Global Corporation
+0.08%
+$185.91 
XLC Communication Services Select Sector SPDR Fund
+0.06%
+$350 
NEE NextEra Energy, Inc.
+0.06%
+$512.5 
CMI Cummins Inc.
+0.04%
+$3,941.14 
MSFT Microsoft Corp.
+0.03%
+$2,872.87 
LXP LXP Industrial Trust
+0.02%
+$51 
URI United Rentals, Inc.
+0.01%
+$554.04 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XRAY Dentsply Sirona Inc.
-7.97%
-$31,410.75 
CDW CDW Corporation
-4.34%
-$12,320 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-4.23%
-$10,201.61 
PRSU Pursuit Attractions and Hospitality
-4.2%
-$10,972 
MNST Monster Beverage Corporation
-4.04%
-$29,594.4 
REAL The RealReal, Inc.
-3.68%
-$9,424.91 
LNG Cheniere Energy Inc.
-3.62%
-$161,013.27 
VIAV Viavi Solutions Inc.
-3.57%
-$7,023.8 
VSEC VSE Corporation
-3.23%
-$9,167.48 
COCO The Vita Coco Company, Inc.
-2.92%
-$8,087.75 
HWM Howmet Aerospace Inc.
-2.71%
-$7,322.56 
ET Energy Transfer L.P.
-2.61%
-$6,480 
IMAX Imax Corporation
-2.49%
-$28,980.04 
MAMA Mama's Creations Inc.
-2.19%
-$8,685.6 
MET MetLife Inc.
-2.18%
-$89,504.26 
V Visa Inc. Class A
-2.15%
-$42,113.48 
WKC World Kinect Corporation
-2.15%
-$5,624 
KMT Kennametal Inc.
-2.13%
-$4,413.6 
BKR Baker Hughes Company
-1.91%
-$42,351.6 
WMB The Williams Companies, Inc.
-1.9%
-$93,475.52 
CAT Caterpillar Inc.
-1.72%
-$11,535.39 
RJF Raymond James Financial Inc.
-1.54%
-$21,927.32 
TMUS T-Mobile US, Inc.
-1.54%
-$8,737.54 
PRI Primerica Inc.
-1.54%
-$45,214.67 
KMI Kinder Morgan, Inc.
-1.37%
-$6,321 
MSI Motorola Solutions, Inc.
-1.37%
-$59,273.47 
AMD Advanced Micro Devices, Inc.
-1.21%
-$11,070.42 
XOM Exxon Mobil Corporation
-1.16%
-$2,786.41 
CWST Casella Waste Systems Inc.
-1.16%
-$3,797.85 
VRT Vertiv Holdings Co
-1.01%
-$8,398.7 
LHX L3Harris Technologies, Inc.
-0.99%
-$94,276.71 
MC Moelis & Company
-0.98%
-$2,414.94 
EQIX Equinix, Inc.
-0.97%
-$71,444.41 
GOOGL Alphabet Inc
-0.96%
-$21,186.51 
GOOG Alphabet Inc
-0.88%
-$108,589.95 
PG Procter & Gamble Co
-0.8%
-$16,949.66 
MSM MSC Industrial Direct Co., Inc.
-0.8%
-$1,815.66 
PSX Phillips 66
-0.78%
-$13,916.84 
BNY BlackRock New York Municipal Income Trust
-0.76%
-$43,226.4 
UNP Union Pacific Corporation
-0.76%
-$27,450 
BRK-A Berkshire Hathaway Inc.
-0.75%
-$5,914 
CGNX Cognex Corporation
-0.73%
-$3,410.89 
FULT Fulton Financial Corporation
-0.66%
-$1,991.36 
MCD McDonald's Corporation
-0.64%
-$18,173.8 
WM Waste Management, Inc.
-0.58%
-$40,750.01 
VST Vistra Corp
-0.56%
-$5,266.14 
LLY Eli Lilly and Company
-0.52%
-$31,529.93 
MOO VanEck Agribusiness ETF
-0.47%
-$1,140.01 
TFC Truist Financial Corporation
-0.46%
-$15,013.44 
TJX The TJX Companies, Inc.
-0.43%
-$18,813.15 
ONB Old National Bancorp
-0.41%
-$1,225.73 
GWW W.W. Grainger, Inc.
-0.39%
-$7,514.69 
WFC Wells Fargo & Company
-0.39%
-$59,224.94 
HESM Hess Midstream LP
-0.35%
-$1,122.94 
AVT Avnet Inc.
-0.28%
-$1,008.18 
CME CME Group Inc.
-0.25%
-$3,113.93 
CMS CMS Energy Corporation
-0.24%
-$807.5 
SO The Southern Company
-0.23%
-$14,405.58 
MDLZ Mondelez International, Inc.
-0.22%
-$15,585.08 
MCK McKesson Corporation
-0.21%
-$2,055.58 
WMT Walmart Inc.
-0.2%
-$1,608.42 
PB Prosperity Bancshares Inc.
-0.17%
-$500.38 
ROK Rockwell Automation, Inc.
-0.17%
-$2,295.9 
ABT Abbott Laboratories
-0.14%
-$6,480.3 
FHN First Horizon Corporation
-0.12%
-$330.66 
DGX Quest Diagnostics Inc.
-0.06%
-$1,067.18 
LIN Linde plc
-0.03%
-$216.68 Events
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Dividends
Dividend Analysis
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No Data
| Trades 10077 | Longs Won 6551/10077 65% | Profit Factor 4.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $632,762.39 |
| Average Win $215,634.29 | Best Trade (Jun 30) $21.1M | Sharpe Ratio -14.23 |
| Average Loss -$97,918.11 | Worst Trade (Jun 30) -$6.9M | Z-Score -6.52 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2d | Expectancy $105,926.52 |
| 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 | 4,739 | 4,265 | 3,791 | 3,318 | 2,844 | 2,370 | 1,896 | 1,422 | 948 | 474 |
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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FAQ
Which stocks have generated the highest profits for Susan Norris?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $89.84M, Bank of America Corporation - $35.38M, Wells Fargo & Company - $33.41M, Alphabet Inc - $29.35M, and Broadcom Inc - $24.86M. 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: Newell Brands Inc - $7.82M, CVS Health Corporation - $7.35M, Teva Pharmaceutical Industries Ltd. ADR - $5.94M, Ryder System Inc - $5.05M, and American Eagle Outfitters, Inc - $5.02M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Susan Norris's portfolio generate?
The portfolio generates substantial dividend income, with a total of $325.91M earned over time. The largest contributors to dividend income include Wells Fargo & Company - $15.4M, MFA Financial Inc - $12.09M, Scorpio Tankers Inc - $9.97M, Invesco Mortgage Capital Inc - $9.44M, and Starwood Property Trust Inc - $8.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Susan Norris's monthly returns?
Susan Norris'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 Susan Norris's strategy be considered aggressive or moderate?
Susan Norris'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 Susan Norris's strategy?
Susan Norris'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.
