Winfried Buchbauer Portfolio
Invests via Erste Asset Management GmbH | Managed by Heinz Bednar, Winfried Buchbauer, Peter Karl, Thomas Kraus
Invests via Erste Asset Management GmbH
Managed by Heinz Bednar, Winfried Buchbauer, Peter Karl, Thomas Kraus
Automatically Tracked
Winfried Buchbauer Profile
Austrian hospitality executive with public-company operating and capital-markets experience, focused on hotel portfolio optimization, asset-light franchising and revenue-management strategies. Winfried Buchbauer combines operational leadership, investor relations and portfolio management skills to drive EBITDA margin expansion, selective asset disposal and fee-based income growth. Known for executing turnaround initiatives, refining distribution channels and aligning corporate strategy with institutional investors and private-equity partners.
Austrian hospitality executive with public-company operating and capital-markets experience, focused on hotel portfolio optimization, asset-light franchising and revenue-management strategies. Winfried Buchbauer combines operational leadership, investor relations and portfolio management skills to drive EBITDA margin expansion, selective asset disposal and fee-based income growth. Known for executing turnaround initiatives, refining distribution channels and aligning corporate strategy with institutional investors and private-equity partners.
Investment Philosophy & Strategy
Operator-investor mindset focused on value creation through asset-light hospitality models, revenue-management optimization and selective portfolio pruning. Prioritizes fee-income growth and margin expansion via disciplined franchising, distribution-channel refinement and hands-on turnaround execution. Capital allocation favors reinvestment in high-ROC assets, strategic disposals of underperformers and partnerships with institutional and private-equity capital to de-risk balance-sheet exposure. Decision-making combines operational KPIs with investor-relations discipline, a medium-term horizon for EBITDA improvement, and a conservative risk framework centered on cashflow predictability and scalable, fee-based growth.
Operator-investor mindset focused on value creation through asset-light hospitality models, revenue-management optimization and selective portfolio pruning. Prioritizes fee-income growth and margin expansion via disciplined franchising, distribution-channel refinement and hands-on turnaround execution. Capital allocation favors reinvestment in high-ROC assets, strategic disposals of underperformers and partnerships with institutional and private-equity capital to de-risk balance-sheet exposure. Decision-making combines operational KPIs with investor-relations discipline, a medium-term horizon for EBITDA improvement, and a conservative risk framework centered on cashflow predictability and scalable, fee-based 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:
33.1%
Gain +0.02%
Monthly
0.73%
Yearly
9.13%
Drawdown
18.62%
$12.57B
Equity
Holdings
$12.57B
Investment
$9.87B
$5.49B
Profit +$2.61M
Realized
$2.73B
Unrealized
$2.76B
Dividends
$466.81M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$2.61M
Win %
64%
This Week
Compared To Last Week
Gain
0.02%
Profit
$2.61M
Win %
64%
This Month
Compared to last month
Gain
-1.37%
Profit
-$174.42M
Win %
64%
This Year
Compared to last year
Gain
4.68%
Profit
$588.01M
Win %
63%
RNAC Cartesian Therapeutics Inc.
+17.99%
+$321,472.25 
SKE Skeena Resources Ltd.
+7.87%
+$105,575.05 
PRAX Praxis Precision Medicines Inc.
+7.5%
+$195,299.89 
INTC Intel Corporation
+6.51%
+$6.29M 
WDC Western Digital Corporation
+6.36%
+$328,999.3 
RGNX Regenxbio Inc.
+6.05%
+$4,940 
EXK Endeavour Silver Corp.
+6.05%
+$90,062 
TRVI Trevi Therapeutics Inc.
+5.57%
+$67,500 
KLAC KLA Corporation
+5.55%
+$12.39M 
SHLS Shoals Technologies Group, Inc.
+5.46%
+$505,617.12 
SNDK SanDisk Corporation
+5.24%
+$1.19M 
NG NovaGold Resources Inc.
+5.23%
+$58,682 
ARIS Aris Water Solutions Inc.
+5.23%
+$51,271 
FN Fabrinet
+4.94%
+$254,902.38 
CDE Coeur Mining, Inc.
+4.88%
+$134,611.2 
MYRG Myr Group Inc.
+4.86%
+$445,844.92 
CHTR Charter Communications Inc
+4.8%
+$10,153.62 
AMD Advanced Micro Devices, Inc.
+4.73%
+$8.86M 
SQM Quimica y Minera Chilena S.A. ADR
+4.58%
+$73,600 
BE Bloom Energy Corporation
+4.56%
+$2.01M 
ANET Arista Networks, Inc.
+4.37%
+$3.19M 
SCI Service Corporation International
+4.34%
+$877,916.8 
QCOM QUALCOMM Incorporated
+4.32%
+$1.05M 
AG First Majestic Silver Corp
+4.31%
+$82,168.07 
ARRY Array Technologies Inc.
+4.29%
+$505,918.72 
P Everpure Inc.
+4.28%
+$1.54M 
EYPT EyePoint Pharmaceuticals Inc.
+4.24%
+$26,500 
SCCO Southern Copper Corporation
+4.19%
+$32,808.96 
AEIS Advanced Energy Industries Inc.
+4.1%
+$248,135.32 
SEDG SolarEdge Technologies Inc.
+4.04%
+$1.61M 
RLAY Relay Therapeutics Inc.
+4%
+$13,167 
KYMR Kymera Therapeutics Inc.
+3.91%
+$87,615 
WTS Watts Water Technologies Inc.
+3.81%
+$434,236.99 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$202,092.58 
BKD Brookdale Senior Living Inc.
+3.79%
+$29,988 
STZ Constellation Brands, Inc.
+3.77%
+$1,617 
PASG Passage Bio Inc.
+3.75%
+$17,905.02 
GEV GE Vernova Inc.
+3.73%
+$2.43M 
FSM Fortuna Mining Corp
+3.72%
+$31,168 
LITE Lumentum Holdings Inc.
+3.59%
+$287,729.73 
LPLA LPL Financial Holdings Inc.
+3.58%
+$12,734.12 
PWR Quanta Services Inc.
+3.58%
+$2M 
CE Celanese Corporation
+3.5%
+$28,236 
GPN Global Payments Inc.
+3.47%
+$123,798.99 
PAAS Pan American Silver Corp.
+3.46%
+$95,152.61 
VZLA Vizsla Silver Corp.
+3.46%
+$11,904 
IP International Paper Company
+3.43%
+$179,280 
GWRE GUIDEWIRE SOFTWARE INC
+3.41%
+$28,280 
IAG Iamgold Corporation
+3.16%
+$74,307 
NTR Nutrien Ltd.
+3.14%
+$34,814 
FCX Freeport-McMoRan Inc.
+3.12%
+$161,253 
AEM Agnico Eagle Mines Limited
+3.09%
+$457,188.62 
BBWI Bath & Body Works, Inc.
+3.08%
+$115,157.26 
WPM Wheaton Precious Metals Corp.
+3.05%
+$463,147.57 
DNLI Denali Therapeutics Inc.
+3.04%
+$17,216 
REPL Replimune Group Inc.
+3.02%
+$551,200 
MKSI MKS Instruments Inc.
+3%
+$2,758.42 
MDALF MDA Space Ltd.
+2.98%
+$214,600 
FCFS FirstCash Holdings, Inc.
+2.97%
+$1.14M 
BTG B2Gold Corp
+2.93%
+$21,000 
EQX Equinox Gold Corp.
+2.93%
+$41,070 
HPE Hewlett Packard Enterprise Company
+2.93%
+$16,785.24 
KGC Kinross Gold Corporation
+2.9%
+$152,748 
CEG Constellation Energy Corporation
+2.86%
+$11,477.37 
HUM Humana Inc.
+2.86%
+$19,838.52 
BLMN Bloomin' Brands Inc.
+2.85%
+$575,000 
CME CME Group Inc.
+2.8%
+$727,437.84 
ORLA Orla Mining Ltd.
+2.8%
+$29,034.8 
PPTA Perpetua Resources Corp.
+2.77%
+$26,585 
OCUL Ocular Therapeutix Inc.
+2.76%
+$26,400 
CF CF Industries Holdings, Inc.
+2.74%
+$32,844.16 
RL Ralph Lauren Corporation
+2.71%
+$104,664.2 
RUN Sunrun Inc.
+2.71%
+$497,512.48 
SCHW Charles Schwab Corporation
+2.71%
+$23,697.58 
NEM Newmont Corporation
+2.71%
+$1.16M 
ZS Zscaler Inc.
+2.7%
+$166,864.94 
RJF Raymond James Financial Inc.
+2.65%
+$9,508.2 
AMAT Applied Materials, Inc.
+2.64%
+$3.89M 
GS The Goldman Sachs Group, Inc.
+2.62%
+$1.46M 
CNC Centene Corporation
+2.6%
+$3,895.65 
NDAQ Nasdaq, Inc.
+2.58%
+$10,115.84 
AGIO Agios Pharmaceuticals Inc.
+2.58%
+$2M 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$2.11M 
TPL Texas Pacific Land Corporation
+2.53%
+$12,168.01 
T AT&T Inc.
+2.52%
+$796,496.02 
VZ Verizon Communications Inc.
+2.49%
+$301,965.3 
MCHP Microchip Technology Incorporated
+2.48%
+$355,580 
YUMC Yum China Holdings Inc.
+2.41%
+$272,754.3 
OUT OUTFRONT Media Inc.
+2.38%
+$19,126 
CDW CDW Corporation
+2.37%
+$642.6 
BCRX BioCryst Pharmaceuticals Inc.
+2.35%
+$8,000 
SOLS Sollensys Corp.
+2.33%
+$7,680.95 
JPM JPMorgan Chase & Co.
+2.31%
+$2.59M 
EGO Eldorado Gold Corporation
+2.3%
+$44,691.3 
HCA HCA Healthcare Inc.
+2.29%
+$22,342.54 
USB U.S. Bancorp
+2.27%
+$36,763.84 
HPQ HP Inc.
+2.27%
+$188,328 
IMVT Immunovant Inc.
+2.25%
+$106,930 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
+2.24%
+$24,599.96 
ITT Itt Inc.
+2.23%
+$1,445.5 
CC Chemours Co.
+2.23%
+$16,868.16 
IBKR Interactive Brokers Group Inc.
+2.23%
+$160,380 
IVZ Invesco Ltd.
+2.23%
+$153,192.69 
FIS Fidelity National Information Services, Inc.
+2.22%
+$1,844.5 
CMCSA Comcast Corp
+2.21%
+$115,512.97 
CWK Cushman & Wakefield Ltd.
+2.19%
+$15,834 
AXP American Express Company
+2.18%
+$483,831.9 
SYK Stryker Corporation
+2.15%
+$559,981.28 
FUTU Futu Holdings Limited - ADR
+2.1%
+$20,100 
NTRS Northern Trust Corporation
+2.1%
+$216,836 
NUE Nucor Corporation
+2.09%
+$102,106.12 
SRPT Sarepta Therapeutics Inc.
+2.07%
+$920,372.95 
AGI Alamos Gold Inc.
+2.06%
+$48,138 
STAG Stag Industrial Inc.
+2.05%
+$27,612 
GIS General Mills, Inc.
+2.04%
+$138 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+2.02%
+$13,860 
TTD The Trade Desk, Inc. Class A
+2.01%
+$76,000 
CHH Choice Hotels International Inc.
+2%
+$580,500 
HL Hecla Mining Company
+2%
+$24,900 
XNCR Xencor Inc.
+1.99%
+$103,248 
PM Philip Morris International Inc.
+1.95%
+$1.02M 
TGT Target Corporation
+1.95%
+$476,557.41 
EXE Expand Energy Corporation
+1.95%
+$545,293.06 
SPG Simon Property Group, Inc.
+1.95%
+$59,489.66 
AMP Ameriprise Financial, Inc.
+1.94%
+$45,762.5 
IE Ivanhoe Electric Inc.
+1.94%
+$703.5 
TFC Truist Financial Corporation
+1.93%
+$12,279.4 
OXY Occidental Petroleum Corporation
+1.93%
+$14,124 
LNC Lincoln National Corporation
+1.91%
+$18,130 
EL The Estée Lauder Companies Inc. Class A
+1.89%
+$1,875.8 
EWBC East West Bancorp Inc.
+1.88%
+$134,988.2 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
+1.87%
+$880 
PRU Prudential Financial, Inc.
+1.87%
+$140,295 
BBY Best Buy Co., Inc.
+1.85%
+$136,505.13 
FIX Comfort Systems USA, Inc.
+1.85%
+$34.19 
KMI Kinder Morgan, Inc.
+1.85%
+$15,482.52 
NXT Nextracker Inc.
+1.84%
+$1.48M 
TSLA Tesla, Inc.
+1.82%
+$108,348.24 
HBAN Huntington Bancshares Incorporated
+1.8%
+$1,261.7 
TMUS T-Mobile US, Inc.
+1.76%
+$331,362 
WD Walker & Dunlop Inc.
+1.76%
+$230,149.04 
CFG Citizens Financial Group, Inc.
+1.71%
+$443,421.24 
ADM Archer-Daniels-Midland Co
+1.7%
+$11,245.28 
WELL Welltower Inc.
+1.69%
+$1.5M 
STT State Street Corp
+1.69%
+$2,918.99 
VRT Vertiv Holdings Co
+1.68%
+$327,448.79 
GFI Gold Fields Ltd. Sponsored ADR
+1.67%
+$24,960 
IRM Iron Mountain Inc.
+1.65%
+$47,610 
UNP Union Pacific Corporation
+1.65%
+$191,028.41 
ZBH Zimmer Biomet Holdings, Inc.
+1.64%
+$1,716 
SKT Tanger Factory Outlet Centers, Inc.
+1.63%
+$13,260 
ONC BeOne Medicines, Ltd. American Depositary Receipt
+1.62%
+$92,199.44 
WFC Wells Fargo & Company
+1.61%
+$35,405.93 
HUBB Hubbell Inc.
+1.61%
+$524,464.74 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$26,906.76 
BX Blackstone Inc.
+1.58%
+$9,996.94 
DVN Devon Energy Corporation
+1.57%
+$14,910 
STOK Stoke Therapeutics Inc.
+1.57%
+$205,160 
KALU Kaiser Aluminum Corporation
+1.56%
+$714.92 
BAC Bank of America Corporation
+1.56%
+$402,626.2 
DE Deere & Company
+1.55%
+$217,136.18 
RARE Ultragenyx Pharmaceutical Inc.
+1.54%
+$5,553.7 
EXC Exelon Corporation
+1.54%
+$7,208.6 
VICI Vici Properties Inc.
+1.53%
+$36,338.87 
BLK BlackRock, Inc.
+1.52%
+$448,012.1 
GLW Corning Incorporated
+1.5%
+$326,848.35 
AROC Archrock Inc.
+1.5%
+$7,452 
AWK American Water Works Company, Inc.
+1.5%
+$125,741.58 
WPC W. P. Carey Inc.
+1.5%
+$31,979 
COF Capital One Financial Corporation
+1.48%
+$11,271.13 
CVS CVS Health Corporation
+1.47%
+$78,781.88 
ZM Zoom Video Communications, Inc.
+1.47%
+$8,561.2 
RGLD Royal Gold Inc.
+1.47%
+$6,990 
CM Canadian Imperial Bank of Commerce
+1.45%
+$1,944 
CAT Caterpillar Inc.
+1.44%
+$406,665.69 
MET MetLife Inc.
+1.44%
+$31,642.38 
MAR Marriott International Inc. - Class A
+1.42%
+$11,746.35 
EME EMCOR Group, Inc.
+1.42%
+$87,551.68 
WLK Westlake Corporation
+1.41%
+$485,850 
COP ConocoPhillips
+1.4%
+$231,974.28 
TPR Tapestry Inc.
+1.4%
+$1.26M 
ELS Equity Lifestyle Properties Inc.
+1.39%
+$27,679 
ADI Analog Devices, Inc.
+1.37%
+$352,811.06 
PAYX Paychex Inc.
+1.37%
+$5,782.72 
MDGL Madrigal Pharmaceuticals, Inc.
+1.37%
+$1.04M 
MCO Moody's Corporation
+1.36%
+$119,273.4 
FISV Fiserv, Inc.
+1.36%
+$4,629.59 
NEE NextEra Energy, Inc.
+1.35%
+$586,732.3 
TXN Texas Instruments Inc
+1.35%
+$404,378.83 
SPGI S&P Global Inc.
+1.35%
+$1.21M 
MTG MGIC Investment Corporation
+1.33%
+$6,188 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$171,886.41 
ABBV AbbVie Inc.
+1.32%
+$878,075.12 
AGCO AGCO Corporation
+1.31%
+$43,236.47 
RF Regions Financial Corporation
+1.31%
+$209,608 
CCK Crown Holdings Inc.
+1.31%
+$558.08 
O Realty Income Corporation
+1.31%
+$112,430.43 
MFC Manulife Financial Corporation
+1.31%
+$33,280 
LAMR Lamar Advertising Company
+1.31%
+$30,646.15 
EGP EastGroup Properties Inc.
+1.3%
+$19,461.93 
ORA Ormat Technologies Inc.
+1.28%
+$610,317.75 
C Citigroup Inc.
+1.27%
+$469,448.21 
CYTK Cytokinetics, Incorporated
+1.27%
+$67,716 
TROW T. Rowe Price Group, Inc.
+1.26%
+$98,640 
APD Air Products and Chemicals, Inc.
+1.26%
+$31,132.5 
MTZ MasTec, Inc. Common Stock
+1.25%
+$161,478.75 
BRX Brixmor Property Group Inc.
+1.24%
+$18,920 
FR First Industrial Realty Trust Inc.
+1.24%
+$21,138 
SBSW Sibanye Stillwater Ltd - ADR
+1.23%
+$19,668 
OLMA Olema Pharmaceuticals Inc.
+1.23%
+$4,560 
CAH Cardinal Health Inc.
+1.22%
+$6,036.38 
EQIX Equinix, Inc.
+1.22%
+$352,908.23 
INFY Infosys Limited
+1.21%
+$14,000 
VLO Valero Energy Corporation
+1.2%
+$440,729.2 
TRGP Targa Resources Corp.
+1.2%
+$20,833.56 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$36,470.71 
SABR Sabre Corporation
+1.19%
+$237,388.58 
WAB Wabtec Corporation
+1.19%
+$746,132.79 
LRCX Lam Research Corporation
+1.18%
+$3.74M 
ITW Illinois Tool Works Inc.
+1.17%
+$36,755.2 
INSM Insmed Inc.
+1.17%
+$47,011.39 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$4,933.96 
AFL Aflac Inc.
+1.16%
+$32,718.6 
VYGR Voyager Therapeutics Inc.
+1.16%
+$43,805.64 
STLD Steel Dynamics Inc.
+1.15%
+$54,011.8 
SUNB Sunbelt Rentals Holdings, Inc.
+1.14%
+$4,682.55 
ASND Ascendis Pharma A/S
+1.14%
+$27,551.87 
CBRE CBRE Group Inc.
+1.14%
+$38,250 
WHR Whirlpool Corporation
+1.13%
+$576 
AZO AutoZone Inc.
+1.12%
+$155,123.33 
BNTX BioNTech SE
+1.12%
+$47,700 
ICE Intercontinental Exchange, Inc.
+1.11%
+$255,918.95 
UNM Unum Group
+1.11%
+$4,998 
VSNT Versant Media Group, Inc.
+1.1%
+$3,707.44 
PRI Primerica Inc.
+1.09%
+$6,405.04 
NSC Norfolk Southern Corporation
+1.09%
+$13,719.42 
PECO Phillips Edison & Company, Inc.
+1.08%
+$8,595 
OHI Omega Healthcare Investors Inc.
+1.08%
+$83,334.79 
ABNB Airbnb, Inc.
+1.08%
+$6,240.66 
CI The Cigna Group
+1.07%
+$15,932.72 
JNJ Johnson & Johnson
+1.07%
+$1.29M 
ALLO Allogene Therapeutics Inc.
+1.06%
+$628 
UNFI United Natural Foods Inc.
+1.06%
+$92,998.04 
MPC Marathon Petroleum Corporation
+1.06%
+$9,694.97 
VIR Vir Biotechnology Inc.
+1.06%
+$16,272 
SLF Sun Life Financial Inc.
+1.05%
+$21,760 
PLD Prologis Inc.
+1.05%
+$196,375.42 
DELL Dell Technologies Inc.
+1.05%
+$14,794.92 
V Visa Inc. Class A
+1.05%
+$1.83M 
ROIV Roivant Sciences Ltd
+1.04%
+$66,340.21 
ORLY O'Reilly Automotive Inc.
+1.02%
+$137,293.29 
BMO Bank of Montreal
+1.02%
+$51,509.7 
EVGO EVgo, Inc.
+1.01%
+$12,499.76 
GL Globe Life Inc.
+1%
+$3,983.95 
KKR KKR & Co. Inc.
+0.99%
+$5,100.44 
IWD iShares Russell 1000 Value ETF
+0.98%
+$30,785 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$11,308.27 
XYL Xylem Inc.
+0.94%
+$275,091.1 
ALL Allstate Corporation
+0.94%
+$81,561.18 
VTV Vanguard Value ETF
+0.94%
+$137,885.59 
ABEV Ambev S.A.
+0.93%
+$7,500 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$36,500 
DOC Healthpeak Properties, Inc.
+0.93%
+$68,438 
MTCH Match Group, Inc.
+0.93%
+$40,536.96 
KR Kroger Co.
+0.92%
+$3,536.46 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$705,808.29 
MCHI iShares MSCI China ETF
+0.9%
+$98,754.11 
FERG Ferguson Enterprises Inc
+0.9%
+$5,151.66 
FRT Federal Realty Investment Trust
+0.9%
+$14,896 
RSG Republic Services, Inc.
+0.89%
+$109,890.48 
OTIS Otis Worldwide Corporation
+0.88%
+$110,779.12 
APH Amphenol Corporation
+0.88%
+$108,484.25 
VLTO Veralto Corporation
+0.87%
+$21,403.44 
MNST Monster Beverage Corporation
+0.87%
+$3,844 
ICLN iShares Global Clean Energy ETF
+0.87%
+$60,309 
CP Canadian Pacific Kansas City Limited
+0.86%
+$65,430.15 
PG Procter & Gamble Co
+0.86%
+$461,820.26 
FTNT Fortinet Inc.
+0.85%
+$3,715.05 
LKQ LKQ Corporation
+0.85%
+$594,626.34 
VTR Ventas Inc.
+0.85%
+$7,237.03 
FRPT Freshpet Inc.
+0.84%
+$4,268 
ED Consolidated Edison, Inc.
+0.84%
+$4,177.8 
TRMB Trimble Inc.
+0.84%
+$18,900 
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$42,480.62 
NU Nu Holdings Ltd.
+0.83%
+$10,000 
DEO Diageo plc Sponsored ADR
+0.83%
+$41,966.79 
BKNG Booking Holdings Inc.
+0.82%
+$522,078.75 
SRE Sempra
+0.82%
+$78,517.5 
OSK Oshkosh Corporation
+0.81%
+$22,836.44 
MSCI MSCI Inc.
+0.81%
+$423.28 
GM General Motors Company
+0.8%
+$79,098.5 
PCAR PACCAR Inc.
+0.8%
+$80,651.06 
XBI SPDR S&P Biotech ETF
+0.79%
+$24,286.04 
GE General Electric Company
+0.76%
+$85,005.51 
PSX Phillips 66
+0.76%
+$11,879.91 
CVX Chevron Corporation
+0.75%
+$72,165.28 
FNV Franco-Nevada Corporation
+0.75%
+$9,455.06 
DLR Digital Realty Trust, Inc.
+0.74%
+$33,056.16 
SBUX Starbucks Corporation
+0.74%
+$20,765.51 
MO Altria Group, Inc.
+0.74%
+$5,625.95 
KMB Kimberly-Clark Corporation
+0.74%
+$187.5 
BMRN Biomarin Pharmaceutical Inc.
+0.74%
+$15,793.2 
UNH UnitedHealth Group Incorporated
+0.73%
+$337,540.5 
HD The Home Depot, Inc.
+0.73%
+$279,469.12 
AOS A. O. Smith Corporation
+0.72%
+$8,064.04 
ON ON Semiconductor Corporation
+0.72%
+$738,050.11 
MA Mastercard Incorporated
+0.71%
+$349,182.63 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$26,731.96 
NTAP NetApp, Inc.
+0.71%
+$44,143.08 
PYPL PayPal Holdings Inc
+0.7%
+$3,154.04 
CDP COPT Defense Properties
+0.7%
+$5,496 
JLL Jones Lang LaSalle Inc.
+0.69%
+$53,004.68 
EMR Emerson Electric Co.
+0.69%
+$30,910.53 
COST Costco Wholesale Corporation
+0.68%
+$110,568.99 
ROP Roper Technologies Inc.
+0.68%
+$2,221.59 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$729,332.84 
YUM Yum! Brands, Inc.
+0.68%
+$3,078.4 
ECL Ecolab Inc.
+0.68%
+$184,676.78 
MITK Mitek Systems Inc.
+0.67%
+$674.3 
DOW Dow Inc.
+0.65%
+$4,510 
APA APA Corporation
+0.65%
+$3,600 
INCY Incyte Corporation
+0.65%
+$23,940 
MS Morgan Stanley
+0.65%
+$186,813.79 
MP MP Materials Corp.
+0.65%
+$509.12 
AMRC Ameresco Inc.
+0.65%
+$26,350.77 
WMB The Williams Companies, Inc.
+0.64%
+$72,505.52 
S SentinelOne Inc.
+0.61%
+$46,819.8 
CNI Canadian National Railway Company
+0.6%
+$2,130 
CMI Cummins Inc.
+0.59%
+$138,644.2 
SWK Stanley Black & Decker Inc.
+0.59%
+$31,068.94 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$160.36 
ACGL Arch Capital Group Ltd
+0.58%
+$9,184.9 
CSGP CoStar Group, Inc.
+0.58%
+$85,500 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$14,435.83 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$303,931.22 
IVLU iShares MSCI International Value Factor ETF
+0.56%
+$100,632 
AHR American Healthcare REIT, Inc.
+0.56%
+$6,994 
AIG American International Group Inc.
+0.56%
+$3,458.7 
AXSM Axsome Therapeutics, Inc.
+0.55%
+$15,400 
GH Guardant Health Inc.
+0.55%
+$587,468.4 
HON Honeywell International Inc.
+0.54%
+$34,755.14 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$167,092.8 
URI United Rentals, Inc.
+0.54%
+$6,917.25 
GOOGL Alphabet Inc
+0.53%
+$2.52M 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$9,183.33 
TOST Toast Inc.
+0.53%
+$13,260 
VKTX Viking Therapeutics Inc.
+0.49%
+$6,580 
LNG Cheniere Energy Inc.
+0.47%
+$100,483.02 
MSI Motorola Solutions, Inc.
+0.46%
+$5,924.17 
NET Cloudflare Inc.
+0.46%
+$82,232.8 
HSY The Hershey Company
+0.45%
+$37,583.88 
JXN Jackson Financial Inc.
+0.45%
+$5,047 
GOOG Alphabet Inc
+0.45%
+$794,059.2 
WMT Walmart Inc.
+0.45%
+$92,562.65 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$11,548.68 
ROST Ross Stores, Inc.
+0.43%
+$102,374.34 
CINF Cincinnati Financial Corporation
+0.42%
+$1,348.99 
CSX CSX Corporation
+0.42%
+$54,704.2 
PGR Progressive Corporation
+0.42%
+$467,278.55 
WCN Waste Connections Inc.
+0.41%
+$11,163.52 
ACWI iShares MSCI ACWI ETF
+0.41%
+$162,020.48 
CENX Century Aluminum Company
+0.41%
+$409.25 
RLI RLI Corp.
+0.41%
+$858 
VLUE iShares MSCI USA Value Factor ETF
+0.41%
+$82,720 
BMY Bristol-Myers Squibb Company
+0.4%
+$21,322.38 
AME Ametek Inc.
+0.4%
+$29,154.26 
DG Dollar General Corporation
+0.4%
+$169,878 
FAST Fastenal Co.
+0.39%
+$2,391.48 
KVUE Kenvue Inc.
+0.39%
+$1,878.31 
ROK Rockwell Automation, Inc.
+0.38%
+$72,353.75 
LGND Ligand Pharmaceuticals Inc.
+0.38%
+$4,170.91 
GD General Dynamics Corporation
+0.38%
+$24,345.54 
PSA Public Storage Common Stock
+0.38%
+$34,809.28 
PEP PepsiCo, Inc.
+0.38%
+$206,981.46 
HXL Hexcel Corporation
+0.36%
+$23,975 
PODD Insulet Corporation
+0.34%
+$5,585.01 
REDWX GreenFi Redwood Fund
+0.32%
+$1,421.34 
AMGN Amgen Inc.
+0.32%
+$182,303.88 
SLB Schlumberger Limited
+0.32%
+$21,998.7 
BAP Credicorp Ltd.
+0.32%
+$25,505.78 
CDNS Cadence Design Systems, Inc.
+0.32%
+$57,036.22 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$11,548.17 
WM Waste Management, Inc.
+0.3%
+$78,862.61 
DRI Darden Restaurants, Inc.
+0.3%
+$1,585.71 
ERIE Erie Indemnity Company
+0.29%
+$41,580.35 
NKTR Nektar Therapeutics Inc.
+0.29%
+$4,760 
XOM Exxon Mobil Corporation
+0.28%
+$13,458.15 
GFL GFL Environmental Inc.
+0.28%
+$5,100 
BAH Booz Allen Hamilton Holding Corporation
+0.27%
+$3,806.46 
CTRE CareTrust REIT Inc.
+0.27%
+$3,560 
IMO Imperial Oil Limited
+0.27%
+$3,152 
MMM 3M Company
+0.26%
+$24,746.56 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.25%
+$146.96 
CARR Carrier Global Corporation
+0.24%
+$1,560.09 
KNSL Kinsale Capital Group Inc.
+0.23%
+$91,596.96 
EXR Extra Space Storage Inc.
+0.23%
+$4,726.28 
A Agilent Technologies Inc.
+0.22%
+$35,527.61 
IQV IQVIA Holdings Inc.
+0.22%
+$491.21 
ADP Automatic Data Processing Inc.
+0.2%
+$31,701.84 
LECO Lincoln Electric Holdings, Inc.
+0.19%
+$3,800 
TRV The Travelers Companies, Inc.
+0.18%
+$6,448.96 
DXCM DexCom, Inc.
+0.16%
+$6,991.08 
NVDA NVIDIA Corporation
+0.16%
+$1.01M 
PFE Pfizer Inc.
+0.15%
+$27,665.96 
GWW W.W. Grainger, Inc.
+0.14%
+$844.24 
RY Royal Bank of Canada
+0.14%
+$40,620.81 
SHW The Sherwin-Williams Company
+0.13%
+$14,856.86 
VSXY Victoria's Secret & Co.
+0.13%
+$789.3 
PH Parker-Hannifin Corporation
+0.12%
+$10,721.3 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$11,532.17 
IMNM Immunome Inc.
+0.11%
+$1,040 
KO The Coca-Cola Company
+0.11%
+$60,272.28 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$626.22 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$37,759.66 
UTHR United Therapeutics Corporation
+0.1%
+$14,931.84 
CW Curtiss-Wright Corporation
+0.1%
+$3,893.99 
MSFT Microsoft Corp.
+0.1%
+$434,989.12 
IBB iShares Biotechnology ETF
+0.1%
+$17,395.08 
TXRH Texas Roadhouse Inc.
+0.1%
+$30,608.32 
FDX FedEx Corporation
+0.09%
+$5,409.19 
STNE StoneCo Ltd.
+0.09%
+$1,000 
EOG EOG Resources, Inc.
+0.09%
+$79.67 
IAU iShares Gold Trust
+0.08%
+$159,339 
CL Colgate-Palmolive Company
+0.07%
+$2,838.48 
LDOS Leidos Holdings Inc.
+0.07%
+$3,059.2 
GLD SPDR Gold Shares
+0.06%
+$41,140 
BIIB Biogen Inc.
+0.04%
+$4,782.41 
TJX The TJX Companies, Inc.
+0.04%
+$74,705.05 
PANW Palo Alto Networks, Inc.
+0.03%
+$22,913.73 
HWM Howmet Aerospace Inc.
+0.03%
+$173.25 
ORCL Oracle Corporation
+0.02%
+$12,321.57 
MCD McDonald's Corporation
+0.01%
+$1,707.07 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$15.3 
ABC AmerisourceBergen Corporation
0%
$0 
ACLX Arcellx, Inc.
0%
$0 
ANTM Anthem Inc
0%
$0 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
ARWR
0%
$0 
AUTL Autolus Therapeutics plc American Depositary Receipt
0%
$0 
BLL Ball Corp
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EQT
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
GLPG Galapagos NV American Depositary Receipt
0%
$0 
MASI Masimo Corporation
0%
$0 
REGCO Regency Centers Corporation - 5.875% Series B Cumulative Redeemable Preferred Stock
0%
$0 
RVMDW Revolution Medicines, Inc. Warrant
0%
$0 
SLNO Soleno Therapeutics, Inc.
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TERN Terns Pharmaceuticals, Inc.
0%
$0 
RKLB Rocket Lab Corporation
-10.79%
-$342,174.63 
AVAV AeroVironment Inc.
-7.14%
-$118,593.06 
RCAT Red Cat Holdings, Inc.
-6.91%
-$136,603.06 
ADBE Adobe Inc.
-6.75%
-$6.76M 
GENVR Gen Digital Inc. Contingent Value Right
-6.17%
-$27,853.2 
ADPT Adaptive Biotechnologies Corporation
-6.03%
-$40,341 
PINS Pinterest, Inc. Class A
-6%
-$2.97M 
SMCI Super Micro Computer Inc
-4.72%
-$11,325 
ABVX Abivax SA ADR
-4.28%
-$216,000 
PTC PTC Inc.
-3.98%
-$82,486.23 
VSAT Viasat Inc.
-3.49%
-$96,553.02 
ADSK Autodesk, Inc.
-3.47%
-$2.56M 
MDB MongoDB Inc.
-3.28%
-$603,720.52 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$927,219.09 
ZLAB Zai Lab Ltd.
-3.23%
-$8,607 
AFYA Afya Ltd.
-3.23%
-$19,359.77 
LAUR Laureate Education Inc.
-3.14%
-$74,715.34 
CTAS Cintas Corporation
-3.08%
-$2.78M 
LOPE Grand Canyon Education Inc.
-2.97%
-$22,184.64 
DASH DoorDash, Inc.
-2.59%
-$8,934.28 
LULU lululemon athletica inc.
-2.52%
-$2,517.4 
CPNG Coupang Inc.
-2.49%
-$6,543.31 
LLY Eli Lilly and Company
-2.41%
-$2.82M 
OSIS Osi Systems Inc.
-2.38%
-$41,092.68 
PLTR Palantir Technologies Inc.
-2.36%
-$190,894.14 
FLNC Fluence Energy, Inc.
-2.35%
-$98,848.83 
DRS Leonardo DRS, Inc.
-2.33%
-$165,590 
CASY Casey's General Stores Inc.
-2.31%
-$260,867.85 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$237,467.4 
ZTS Zoetis Inc.
-2.25%
-$8,227.68 
HEI Heico Corporation
-2.24%
-$646,850.85 
NKE Nike, Inc. - Class B
-2.24%
-$51,042.68 
KAI Kadant Inc.
-2.12%
-$155,374.56 
HRMY Harmony Biosciences Holdings, Inc.
-2.1%
-$9,694 
RGEN Repligen Corporation
-2.06%
-$34,250 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$22,571.9 
SHOP Shopify Inc.
-2.02%
-$262,165.49 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$768,617.54 
ULTA Ulta Beauty Inc.
-1.82%
-$5,546.53 
NBIX Neurocrine Biosciences Inc.
-1.81%
-$58,115.39 
LRN Stride, Inc.
-1.77%
-$35,157.76 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$20,930.63 
HALO Halozyme Therapeutics Inc.
-1.74%
-$136,899 
ABT Abbott Laboratories
-1.64%
-$795,700.71 
MHK Mohawk Industries, Inc.
-1.56%
-$40,356 
TREX Trex Company, Inc.
-1.53%
-$34,087.1 
AAPL Apple Inc.
-1.52%
-$8.43M 
CLX The Clorox Company
-1.51%
-$83,472 
MU Micron Technology, Inc.
-1.43%
-$2.79M 
FSLR First Solar, Inc.
-1.42%
-$815,411.67 
MRK Merck & Co., Inc.
-1.42%
-$668,362.59 
ACAD Acadia Pharmaceuticals Inc.
-1.4%
-$40,110 
LHX L3Harris Technologies, Inc.
-1.4%
-$21,466.38 
DNA Ginkgo Bioworks Holdings Inc.
-1.37%
-$214,250.08 
MLYS Mineralys Therapeutics, Inc.
-1.34%
-$14,400 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$421,101.6 
APGE Apogee Therapeutics Inc.
-1.31%
-$28,080 
MELI MercadoLibre, Inc.
-1.27%
-$306,530.7 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$688,084.29 
VEEV Veeva Systems Inc.
-1.24%
-$29,718 
AMZN Amazon.com Inc
-1.23%
-$2.53M 
BCYC Bicycle Therapeutics plc American Depositary Receipt
-1.22%
-$700 
WAT Waters Corporation
-1.17%
-$47,766.55 
NFLX Netflix, Inc.
-1.14%
-$1.34M 
SRRK Scholar Rock Holding Corporation
-1.14%
-$9,486 
AAON Aaon Inc.
-1.13%
-$725 
AMT American Tower Corporation
-1.12%
-$43,605.56 
KRYS Krystal Biotech Inc.
-1.11%
-$31,102.59 
BBIO BridgeBio Pharma, Inc.
-1.11%
-$142,293.75 
OKTA Okta Inc.
-1.03%
-$24,319.79 
UBER Uber Technologies, Inc.
-1.01%
-$64,882.3 
AJG Arthur J. Gallagher & Co.
-1%
-$4,362.52 
DUOL Duolingo, Inc.
-0.98%
-$607.5 
IBM International Business Machines Corporation
-0.95%
-$370,333.13 
ALGN Align Technology, Inc.
-0.95%
-$1,017.02 
PATH Uipath Inc.
-0.94%
-$926 
EBAY eBay Inc.
-0.91%
-$22,791 
AVGO Broadcom Inc.
-0.91%
-$2.3M 
NOW ServiceNow, Inc.
-0.9%
-$161,111.69 
ARQT Arcutis Biotherapeutics Inc.
-0.85%
-$15,351 
GLPI Gaming and Leisure Properties, Inc.
-0.84%
-$16,720 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$212,656.94 
BHVN Biohaven Ltd.
-0.79%
-$62,397 
DLTR Dollar Tree, Inc.
-0.78%
-$4,624.44 
MPWR Monolithic Power Systems, Inc.
-0.77%
-$178,706.22 
EW Edwards Lifesciences Corporation
-0.76%
-$20,292.35 
BDX Becton, Dickinson and Company
-0.75%
-$2,876.01 
CVE Cenovus Energy Inc.
-0.74%
-$14,627.97 
IONS Ionis Pharmaceuticals, Inc.
-0.73%
-$38,772 
BFAM Bright Horizons Family Solutions Inc.
-0.7%
-$9,307.18 
EXEL Exelixis Inc.
-0.69%
-$19,425 
RBC RBC Bearings Incorporated
-0.63%
-$240,660.63 
ENPH Enphase Energy, Inc.
-0.62%
-$226,633.46 
ARGX argenx SE American Depositary Receipt
-0.6%
-$76,996.24 
CSCO Cisco Systems, Inc.
-0.6%
-$1.14M 
MDLZ Mondelez International, Inc.
-0.58%
-$48,232.09 
ABCL AbCellera Biologics Inc.
-0.57%
-$1,860 
BSX Boston Scientific Corporation
-0.55%
-$51,308.14 
BKR Baker Hughes Company
-0.54%
-$336,362 
SNPS Synopsys, Inc.
-0.53%
-$249,849.6 
ALV Autoliv, Inc.
-0.52%
-$4,311.45 
WRB-PH W.R. Berkley Corporation 4.125%
-0.52%
-$5,787.44 
ATI ATI Inc.
-0.51%
-$26,295.6 
UPS United Parcel Service, Inc.
-0.51%
-$34,050.07 
RNA Avidity Biosciences Inc.
-0.48%
-$216 
DECK Deckers Outdoor Corporation
-0.47%
-$70.74 
WST West Pharmaceutical Services, Inc.
-0.46%
-$1,143.03 
BWA BorgWarner Inc.
-0.45%
-$96,376.4 
ISRG Intuitive Surgical, Inc.
-0.45%
-$165,518.32 
RBLX Roblox Corporation
-0.41%
-$63,681.3 
CORT Corcept Therapeutics Incorporated
-0.41%
-$6,222 
COIN Coinbase Global, Inc.
-0.41%
-$1,624.97 
HAL Halliburton Company
-0.4%
-$4,208 
MCK McKesson Corporation
-0.4%
-$16,130.24 
FCNCA First Citizens BancShares, Inc.
-0.4%
-$1,873.2 
NOC Northrop Grumman Corporation
-0.4%
-$22,064.25 
DHR Danaher Corporation
-0.38%
-$24,014.06 
RTX RTX Corporation
-0.37%
-$62,400.44 
MRVL Marvell Technology, Inc.
-0.36%
-$233,907.33 
CRM Salesforce Inc
-0.34%
-$28,686.56 
CBOE Cboe Global Markets Inc.
-0.34%
-$30,340.22 
SU Suncor Energy Inc.
-0.32%
-$15,174 
CNQ Canadian Natural Resources Limited
-0.31%
-$14,799.4 
AA Alcoa Corporation
-0.3%
-$3,692.43 
DIS The Walt Disney Company
-0.3%
-$32,153.89 
META Meta Platforms Inc Class A
-0.26%
-$494,095.26 
TKR Timken Co.
-0.25%
-$12,386.59 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$2,307.6 
GILD Gilead Sciences Inc.
-0.22%
-$153,393.24 
DHI D.R. Horton, Inc.
-0.22%
-$29,287.08 
IBP Installed Building Products Inc.
-0.2%
-$20,918.81 
ITRI Itron Inc.
-0.2%
-$31,742.4 
MIRM Mirum Pharmaceuticals Inc.
-0.2%
-$40,950 
XENE Xenon Pharmaceuticals Inc.
-0.17%
-$4,500.1 
CRS Carpenter Technology Corporation
-0.17%
-$25,277.33 
NUVL Nuvalent, Inc.
-0.16%
-$2,300 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$22,110.13 
LOW Lowe's Companies Inc.
-0.12%
-$29,055.56 
TDG TransDigm Group Inc.
-0.12%
-$4,325.64 
MGTX MeiraGTx Holdings plc
-0.1%
-$7,197.02 
INTU Intuit Inc.
-0.07%
-$36,656.22 
JOE The St. Joe Company
-0.06%
-$384 
FLS Flowserve Corporation
-0.04%
-$17,998.8 
HG Hamilton Insurance Group, Ltd.
-0.03%
-$419 
IVT InvenTrust Properties Corp.
-0.03%
-$235.96 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$10,117.13 
DAR Darling Ingredients Inc.
-0.02%
-$8,226.6 
PTGX Protagonist Therapeutics Inc.
-0.01%
-$135 
OAS Oasis Petroleum Inc
-0.01%
-$43.46 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 10873 | Longs Won 6461/10873 59% | Profit Factor 3.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.08M |
| Average Win $1.23M | Best Trade (Jun 14) $116.36M | Sharpe Ratio -4.09 |
| Average Loss -$560,317.37 | Worst Trade (Jun 14) -$53.51M | Z-Score -5.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3d | Expectancy $504,558.93 |
| 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 | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
