Asa Wallenberg Portfolio
Invests via Lansforsakringar Fondforvaltning AB (publ) | Managed by Asa Wallenberg
Invests via Lansforsakringar Fondforvaltning AB (publ)
Managed by Asa Wallenberg
Automatically Tracked
Scandinavian investor and governance figure from the Wallenberg industrial-financial dynasty, Asa Wallenberg combines family banking heritage with board and investment experience. Active across private equity, corporate boards and philanthropy, focuses on long-term capital allocation, industrials and financial services; known for strategic governance, cross-border deal experience and stewardship of family holdings; profile relevant to capital markets, M&A and institutional investor networks.
Scandinavian investor and governance figure from the Wallenberg industrial-financial dynasty, Asa Wallenberg combines family banking heritage with board and investment experience. Active across private equity, corporate boards and philanthropy, focuses on long-term capital allocation, industrials and financial services; known for strategic governance, cross-border deal experience and stewardship of family holdings; profile relevant to capital markets, M&A and institutional investor networks.
Investment Philosophy & Strategy
Draws on multi-generational banking and industrial stewardship to favor concentrated, long‑term equity positions in industrials and financial services, blending active governance with strategic capital allocation. Emphasizes downside protection through board oversight, strong cash flows and franchise durability, and pursues cross-border value creation via M&A and structured private equity deals. Prioritizes patient time horizons, alignment with management, conservative leverage and selective philanthropy-linked investments that reinforce institutional relationships and systemic stability.
Draws on multi-generational banking and industrial stewardship to favor concentrated, long‑term equity positions in industrials and financial services, blending active governance with strategic capital allocation. Emphasizes downside protection through board oversight, strong cash flows and franchise durability, and pursues cross-border value creation via M&A and structured private equity deals. Prioritizes patient time horizons, alignment with management, conservative leverage and selective philanthropy-linked investments that reinforce institutional relationships and systemic stability.
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:
0.99%
Gain
Monthly
0.05%
Yearly
0.64%
Drawdown
31.15%
$21.81B
Equity
Holdings
$21.81B
Investment
$17.43B
$4.5B
Profit -$189.07M
Realized
$123.78M
Unrealized
$4.38B
Dividends
$306.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$189.07M
Win %
61%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$143.44M
Win %
61%
This Month
Compared to last month
Gain
0.5%
Profit
$108.05M
Win %
61%
This Year
Compared to last year
Gain
14.6%
Profit
$2.78B
Win %
60%
TRV The Travelers Companies, Inc.
+8.21%
+$5.45M 
BRBR BellRing Brands Inc.
+3.96%
+$8,772.3 
AIG American International Group Inc.
+3.36%
+$465,717 
ALL Allstate Corporation
+2.99%
+$14,769.6 
CINF Cincinnati Financial Corporation
+2.98%
+$277,136.47 
HIG The Hartford Insurance Group, Inc.
+2.97%
+$361,409.91 
ADM Archer-Daniels-Midland Co
+2.87%
+$21,314.74 
LOGI Logitech International S.A.
+2.82%
+$79,421.12 
CB Chubb Limited
+2.81%
+$2.02M 
WRB W.R. Berkley Corporation
+2.78%
+$202,190.53 
GE General Electric Company
+2.78%
+$3.31M 
BG Bunge Global S.A.
+2.58%
+$154,284 
EG Everest Group, Ltd.
+2.47%
+$111,008.13 
LITE Lumentum Holdings Inc.
+2.42%
+$31,050.35 
PANW Palo Alto Networks, Inc.
+2.26%
+$4.06M 
HUM Humana Inc.
+2.26%
+$347,151.92 
ACGL Arch Capital Group Ltd
+2.1%
+$277,802.7 
CSCO Cisco Systems, Inc.
+2.05%
+$2.92M 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+2.03%
+$146,407.5 
MRK Merck & Co., Inc.
+2.01%
+$2.07M 
BMY Bristol-Myers Squibb Company
+1.98%
+$790,891.2 
UTHR United Therapeutics Corporation
+1.94%
+$137,756.43 
CMG Chipotle Mexican Grill, Inc.
+1.89%
+$274,372.03 
ABT Abbott Laboratories
+1.79%
+$991,539.84 
UNH UnitedHealth Group Incorporated
+1.74%
+$2.12M 
ABBV AbbVie Inc.
+1.7%
+$2.45M 
HPQ HP Inc.
+1.7%
+$123,379.25 
VTR Ventas Inc.
+1.67%
+$233,031.45 
CVS CVS Health Corporation
+1.67%
+$735,339.9 
AFL Aflac Inc.
+1.65%
+$337,486.43 
JNJ Johnson & Johnson
+1.64%
+$3.24M 
IFF International Flavors & Fragrances Inc.
+1.6%
+$99,919.2 
CAH Cardinal Health Inc.
+1.52%
+$313,105.04 
EMR Emerson Electric Co.
+1.5%
+$460,527.32 
ERIE Erie Indemnity Company
+1.49%
+$26,922.93 
VLO Valero Energy Corporation
+1.46%
+$26,480.95 
CNC Centene Corporation
+1.44%
+$7,572.52 
PGR Progressive Corporation
+1.34%
+$527,797.03 
WELL Welltower Inc.
+1.32%
+$686,915.2 
CI The Cigna Group
+1.29%
+$7,343.8 
ORCL Oracle Corporation
+1.26%
+$855,852.53 
GILD Gilead Sciences Inc.
+1.25%
+$1.17M 
CM Canadian Imperial Bank of Commerce
+1.24%
+$329,811.95 
STX Seagate Technology Holdings plc
+1.24%
+$1.37M 
AWK American Water Works Company, Inc.
+1.21%
+$109,725.08 
COR Cencora, Inc.
+1.19%
+$240,107.64 
VZ Verizon Communications Inc.
+1.19%
+$1.27M 
DLTR Dollar Tree, Inc.
+1.18%
+$4,397.12 
MCK McKesson Corporation
+1.17%
+$405,398.76 
HUBB Hubbell Inc.
+1.15%
+$258,651.2 
TRGP Targa Resources Corp.
+1.14%
+$216,710.64 
SBAC SBA Communications Corporation
+1.12%
+$70,742.54 
SYY Sysco Corporation
+1.1%
+$140,187.21 
ETN Eaton Corporation plc
+1.09%
+$650,335.69 
NSC Norfolk Southern Corporation
+1.09%
+$261,956.79 
LLY Eli Lilly and Company
+1.06%
+$3.91M 
RKLB Rocket Lab Corporation
+1.03%
+$94,332.35 
TGT Target Corporation
+1.02%
+$222,763.66 
PRU Prudential Financial, Inc.
+0.99%
+$9,484.6 
MSI Motorola Solutions, Inc.
+0.98%
+$5,957.55 
APD Air Products and Chemicals, Inc.
+0.97%
+$146,093.76 
GEV GE Vernova Inc.
+0.96%
+$15,556.65 
EQIX Equinix, Inc.
+0.93%
+$294,076.52 
NET Cloudflare Inc.
+0.93%
+$255,284.23 
T AT&T Inc.
+0.92%
+$470,049.96 
FFIV F5 Inc.
+0.92%
+$301,023.54 
HPE Hewlett Packard Enterprise Company
+0.92%
+$210,619.14 
TMUS T-Mobile US, Inc.
+0.91%
+$329,776.48 
AMT American Tower Corporation
+0.89%
+$611,326.5 
MKL Markel Group Inc.
+0.88%
+$68,275.75 
PBA Pembina Pipeline Corporation
+0.87%
+$60,480.84 
YUM Yum! Brands, Inc.
+0.85%
+$116,711.4 
IOT Samsara Inc. Class A Common Stock
+0.85%
+$32,200.32 
UNP Union Pacific Corporation
+0.85%
+$477,678.14 
INSM Insmed Inc.
+0.85%
+$62,324.99 
XP Xp Inc.
+0.84%
+$10,982.4 
CCI Crown Castle Inc.
+0.84%
+$91,720.86 
RCI Rogers Communications Inc.
+0.83%
+$25,549 
MU Micron Technology, Inc.
+0.8%
+$35,706.8 
LH Labcorp Holdings Inc.
+0.79%
+$60,860.53 
PH Parker-Hannifin Corporation
+0.79%
+$300,600.72 
EQH Equitable Holdings, Inc.
+0.79%
+$29,399.76 
F Ford Motor Company
+0.78%
+$141,608.39 
WMT Walmart Inc.
+0.77%
+$1.22M 
FNV Franco-Nevada Corporation
+0.75%
+$65,445.27 
CRWD CrowdStrike Holdings, Inc.
+0.74%
+$1.02M 
CP Canadian Pacific Kansas City Limited
+0.73%
+$140,629.5 
MET MetLife Inc.
+0.73%
+$125,689.84 
BMO Bank of Montreal
+0.72%
+$219,290.28 
EIX Edison International
+0.69%
+$84,787.56 
TFII TFI International Inc.
+0.69%
+$20,130.64 
DD DuPont de Nemours, Inc.
+0.69%
+$43,996.36 
PEG Public Service Enterprise Group Incorporated
+0.67%
+$82,465.35 
FNF Fidelity National Financial, Inc.
+0.66%
+$19,273.77 
PFG Principal Financial Group, Inc.
+0.65%
+$38,757.5 
DLR Digital Realty Trust, Inc.
+0.65%
+$121,904.19 
AGI Alamos Gold Inc.
+0.64%
+$16,609.86 
CAT Caterpillar Inc.
+0.64%
+$825,393.6 
ZS Zscaler Inc.
+0.64%
+$31,672.08 
NTAP NetApp, Inc.
+0.61%
+$51,939.02 
SUNB Sunbelt Rentals Holdings, Inc.
+0.61%
+$79,311.6 
ROST Ross Stores, Inc.
+0.61%
+$145,327.06 
SPG Simon Property Group, Inc.
+0.59%
+$141,100.21 
PCAR PACCAR Inc.
+0.59%
+$123,003 
IRM Iron Mountain Inc.
+0.58%
+$71,182.47 
EA Electronic Arts Inc.
+0.57%
+$92,207.4 
SQ Block, Inc.
+0.57%
+$81,631.48 
RPRX Royalty Pharma plc
+0.56%
+$53,720.37 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.56%
+$46,423.62 
IBN ICICI Bank Limited Sponsored ADR
+0.56%
+$1,624.42 
GIL Gildan Activewear Inc.
+0.53%
+$12,918.48 
UGI UGI Corporation
+0.53%
+$255,271.77 
INCY Incyte Corporation
+0.52%
+$30,909.28 
NEE NextEra Energy, Inc.
+0.52%
+$307,251.02 
ED Consolidated Edison, Inc.
+0.51%
+$89,537.27 
CTVA Corteva Inc.
+0.51%
+$93,156.8 
SATS EchoStar Corporation
+0.5%
+$2,252.62 
WFC Wells Fargo & Company
+0.5%
+$452,653.96 
KIM Kimco Realty Corporation
+0.48%
+$26,017.62 
TJX The TJX Companies, Inc.
+0.48%
+$261,672.88 
SRE Sempra
+0.47%
+$89,961.08 
DOC Healthpeak Properties, Inc.
+0.47%
+$22,968.01 
LNG Cheniere Energy Inc.
+0.46%
+$82,768.11 
MDLZ Mondelez International, Inc.
+0.46%
+$114,996.84 
REGN Regeneron Pharmaceuticals, Inc.
+0.45%
+$102,116.92 
ATO Atmos Energy Corporation
+0.45%
+$41,908.8 
DE Deere & Company
+0.44%
+$216,780.89 
FTNT Fortinet Inc.
+0.43%
+$147,957.39 
TDG TransDigm Group Inc.
+0.43%
+$69,229.13 
CAE CAE Inc.
+0.43%
+$6,701.31 
O Realty Income Corporation
+0.42%
+$95,935.95 
JPM JPMorgan Chase & Co.
+0.41%
+$1.3M 
WST West Pharmaceutical Services, Inc.
+0.4%
+$34,226.78 
KVUE Kenvue Inc.
+0.39%
+$47,280.75 
GRMN Garmin Ltd.
+0.39%
+$49,962.36 
SLF Sun Life Financial Inc.
+0.37%
+$41,396.12 
REG Regency Centers Corporation
+0.37%
+$16,458.1 
KMB Kimberly-Clark Corporation
+0.37%
+$43,385.6 
MMM 3M Company
+0.35%
+$96,951.3 
BNS Bank of Nova Scotia
+0.35%
+$1,637.06 
NUE Nucor Corporation
+0.34%
+$44,456.85 
NJR New Jersey Resources Corporation
+0.33%
+$2,559.57 
VRTX Vertex Pharmaceuticals Incorporated
+0.32%
+$130,798.08 
RY Royal Bank of Canada
+0.32%
+$226,633.95 
EXC Exelon Corporation
+0.31%
+$54,473.31 
FTS Fortis Inc.
+0.31%
+$20,730.96 
WY Weyerhaeuser Company
+0.31%
+$112,962.98 
ULTA Ulta Beauty Inc.
+0.3%
+$21,860.41 
ETR Entergy Corporation
+0.3%
+$49,263.62 
TRP TC Energy Corporation
+0.29%
+$49,449.07 
ROL Rollins, Inc.
+0.29%
+$11,691.03 
P Everpure Inc.
+0.28%
+$17,970.22 
PG Procter & Gamble Co
+0.28%
+$316,267.14 
AZO AutoZone Inc.
+0.27%
+$33,962.43 
ORLY O'Reilly Automotive Inc.
+0.27%
+$85,997.46 
WSM Williams-Sonoma, Inc.
+0.27%
+$22,416.04 
ES Eversource Energy
+0.25%
+$27,972.94 
BAC Bank of America Corporation
+0.25%
+$638,501.27 
CEG Constellation Energy Corporation
+0.25%
+$61,414.1 
TD The Toronto-Dominion Bank
+0.22%
+$107,413.56 
JCI Johnson Controls International plc
+0.22%
+$63,786.48 
OKE ONEOK, Inc.
+0.2%
+$37,289.78 
TEAM Atlassian Corporation Class A
+0.2%
+$10,326.51 
FER Ferrovial SE
+0.17%
+$24,117.72 
VRSN Verisign Inc.
+0.17%
+$9,349.15 
PPG PPG Industries Inc.
+0.15%
+$14,296.86 
GWW W.W. Grainger, Inc.
+0.15%
+$30,242.85 
AU AngloGold Ashanti plc
+0.14%
+$10,968.21 
AAPL Apple Inc.
+0.14%
+$2.29M 
GL Globe Life Inc.
+0.14%
+$13,177.84 
PFE Pfizer Inc.
+0.14%
+$110,558.87 
WTW Willis Towers Watson Public Limited Company
+0.13%
+$12,176.97 
OKTA Okta Inc.
+0.13%
+$10,953.5 
TSN Tyson Foods Inc.
+0.12%
+$6,242.88 
FCX Freeport-McMoRan Inc.
+0.12%
+$31,782.38 
GFI Gold Fields Ltd. Sponsored ADR
+0.11%
+$1,220.1 
ARGX argenx SE American Depositary Receipt
+0.1%
+$327.6 
ECL Ecolab Inc.
+0.08%
+$17,119.64 
BCE BCE Inc.
+0.07%
+$542.82 
GFL GFL Environmental Inc.
+0.06%
+$1,361.03 
TFC Truist Financial Corporation
+0.06%
+$273.72 
HAL Halliburton Company
+0.04%
+$4,659.44 
CMI Cummins Inc.
+0.04%
+$11,064.39 
CSX CSX Corporation
+0.03%
+$8,797.68 
PCG PG&E Corporation
+0.03%
+$3,418.49 
RIVN Rivian Automotive, Inc.
+0.03%
+$1,183.83 
MFC Manulife Financial Corporation
+0.02%
+$3,910.82 
AZN AstraZeneca PLC American Depositary Shares
+0.02%
+$85,349.29 
VLTO Veralto Corporation
+0.02%
+$1,607.46 
CL Colgate-Palmolive Company
+0.02%
+$3,829.65 
BAM
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HOLX Hologic Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TRI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.82%
-$8.19M 
CDNS Cadence Design Systems, Inc.
-9.89%
-$3.14M 
SNPS Synopsys, Inc.
-8.26%
-$2.03M 
NFLX Netflix, Inc.
-7.49%
-$10.27M 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-6.48%
-$912,887.01 
PONY Pony AI Inc.
-5.95%
-$29,672.92 
AXON Axon Enterprise, Inc.
-5.8%
-$762,343.46 
HOOD Robinhood Markets, Inc.
-5.41%
-$1.38M 
SNAP Snap Inc.
-5.22%
-$82,718.37 
META Meta Platforms Inc Class A
-5.12%
-$23.37M 
GRAB Grab Holdings Limited
-4.76%
-$249,299.82 
AFRM Affirm Holdings, Inc.
-4.6%
-$329,004.49 
AMAT Applied Materials, Inc.
-4.2%
-$6.24M 
APP AppLovin Corporation Class A Common Stock
-4.18%
-$1.37M 
RBLX Roblox Corporation
-4.04%
-$406,901.36 
TTD The Trade Desk, Inc. Class A
-3.77%
-$95,299.2 
PINS Pinterest, Inc. Class A
-3.75%
-$164,691.67 
GEHC GE HealthCare Technologies Inc.
-3.72%
-$260,438.95 
IBM International Business Machines Corporation
-3.71%
-$2.43M 
PDD PDD Holdings Inc. American Depositary Shares
-3.57%
-$433,111.21 
CLS Celestica Inc.
-3.47%
-$9,298.95 
MDB MongoDB Inc.
-3.4%
-$11,572.92 
KLAC KLA Corporation
-3.35%
-$3.1M 
SYK Stryker Corporation
-3.25%
-$334,117.71 
COIN Coinbase Global, Inc.
-3.17%
-$332,377 
ILMN Illumina, Inc.
-3.07%
-$283,417.62 
GDDY Godaddy Inc.
-3.04%
-$117,810.32 
INTC Intel Corporation
-3.03%
-$4.47M 
ZM Zoom Video Communications, Inc.
-3.01%
-$229,471.72 
BZ Kanzhun Limited American Depositary Shares
-3%
-$32,760 
GLW Corning Incorporated
-2.95%
-$1.26M 
SE Sea Ltd.
-2.9%
-$279,790.28 
CIEN Ciena Corporation
-2.9%
-$39,556.34 
IT Gartner Inc.
-2.88%
-$99,104.43 
TSLA Tesla, Inc.
-2.86%
-$9.98M 
PNR Pentair plc
-2.86%
-$95,396.84 
IONQ IonQ, Inc.
-2.82%
-$97,714.98 
A Agilent Technologies Inc.
-2.8%
-$347,586.75 
ACN Accenture plc Class A
-2.76%
-$795,336.58 
UBER Uber Technologies, Inc.
-2.75%
-$1.28M 
ALNY Alnylam Pharmaceuticals Inc
-2.74%
-$325,066.4 
Z Zillow Group Inc.
-2.73%
-$45,875.04 
APO Apollo Global Management, Inc.
-2.72%
-$481,484.64 
NDAQ Nasdaq, Inc.
-2.72%
-$372,131.84 
BKNG Booking Holdings Inc.
-2.71%
-$1.28M 
ACM Aecom
-2.7%
-$79,162.65 
OMC Omnicom Group Inc.
-2.68%
-$101,051.06 
FLEX Flex Ltd.
-2.63%
-$193,770.17 
FUTU Futu Holdings Limited - ADR
-2.63%
-$32,372.87 
FIX Comfort Systems USA, Inc.
-2.58%
-$344,559.01 
FISV Fiserv, Inc.
-2.57%
-$242,356.3 
DSGX The Descartes Systems Group Inc.
-2.48%
-$35,953.89 
FSLR First Solar, Inc.
-2.47%
-$186,732.64 
TXN Texas Instruments Inc
-2.47%
-$55,219.2 
MELI MercadoLibre, Inc.
-2.46%
-$1.3M 
PLTR Palantir Technologies Inc.
-2.45%
-$2.41M 
FITB Fifth Third Bancorp
-2.42%
-$10,023.48 
CCJ Cameco Corporation
-2.42%
-$213,365.31 
DDOG Datadog, Inc. Class A Common Stock
-2.37%
-$608,223.78 
HCA HCA Healthcare Inc.
-2.34%
-$20,443.92 
MSFT Microsoft Corp.
-2.26%
-$24.47M 
INTR Inter & Co, Inc.
-2.26%
-$7,135.25 
SMCI Super Micro Computer Inc
-2.25%
-$87,909.23 
FDS FactSet Research Systems Inc.
-2.25%
-$13,210.1 
JBHT J.B. Hunt Transport Services, Inc.
-2.25%
-$164,632.4 
SHOP Shopify Inc.
-2.23%
-$804,451.86 
GPN Global Payments Inc.
-2.22%
-$155,146.46 
KO The Coca-Cola Company
-2.21%
-$2.44M 
DB Deutsche Bank AG
-2.18%
-$597,005.06 
TER Teradyne, Inc.
-2.17%
-$60,326 
WAT Waters Corporation
-2.16%
-$260,410.58 
BNY BlackRock New York Municipal Income Trust
-2.15%
-$774,465.61 
LRCX Lam Research Corporation
-2.14%
-$2.91M 
CFG Citizens Financial Group, Inc.
-2.12%
-$7,778.34 
JKHY Jack Henry & Associates, Inc.
-2.12%
-$74,307.92 
RCL Royal Caribbean Group
-2.12%
-$1.17M 
SNOW Snowflake Inc.
-2.12%
-$573,706.54 
ZBH Zimmer Biomet Holdings, Inc.
-2.1%
-$123,255.02 
CG The Carlyle Group Inc.
-2.08%
-$69,800.23 
RDDT Reddit Inc Class A
-2.08%
-$141,402.8 
JBL Jabil Inc.
-2.07%
-$17,627.6 
ATR AptarGroup, Inc.
-2.04%
-$310,912.25 
CSGP CoStar Group, Inc.
-2.02%
-$85,064.96 
EME EMCOR Group, Inc.
-2.02%
-$166,615.48 
BABA Alibaba Group Holding Limited SP ADR
-2.02%
-$28,157.97 
EW Edwards Lifesciences Corporation
-2.02%
-$333,322.86 
NXPI NXP Semiconductors N.V.
-1.97%
-$427,599.25 
CPRT Copart Inc.
-1.96%
-$163,717.23 
PTC PTC Inc.
-1.96%
-$97,508.4 
CTSH Cognizant Technology Solutions Corporation
-1.95%
-$137,094.6 
DAL Delta Air Lines, Inc.
-1.94%
-$86,861.04 
HTHT H World Group Limited American Depositary Receipt
-1.93%
-$32,587.5 
NTRS Northern Trust Corporation
-1.93%
-$223,215.96 
IBKR Interactive Brokers Group Inc.
-1.91%
-$253,980.32 
MTD Mettler-Toledo International Inc.
-1.91%
-$170,470.71 
COF Capital One Financial Corporation
-1.9%
-$1.27M 
BURL Burlington Stores Inc.
-1.89%
-$35,313.6 
DXCM DexCom, Inc.
-1.88%
-$7,995.97 
DPZ Domino's Pizza Inc.
-1.87%
-$55,199.76 
KKR KKR & Co. Inc.
-1.87%
-$379,710.1 
GOOG Alphabet Inc
-1.86%
-$10.13M 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.85%
-$199,579.38 
LEN Lennar Corporation
-1.85%
-$78,427.2 
SOFI SoFi Technologies, Inc.
-1.85%
-$123,824.96 
STT State Street Corp
-1.84%
-$309,781.45 
CGBD Carlyle Secured Lending, Inc.
-1.82%
-$26,315.06 
GOOGL Alphabet Inc
-1.82%
-$16.71M 
MSCI MSCI Inc.
-1.82%
-$9,442.4 
IDXX IDEXX Laboratories, Inc.
-1.82%
-$271,196.42 
CCL Carnival Corporation Ltd.
-1.81%
-$141,337.73 
GFS GlobalFoundries Inc.
-1.8%
-$8,354.85 
CPAY Corpay, Inc.
-1.8%
-$136,378.88 
MCHP Microchip Technology Incorporated
-1.77%
-$112,440.25 
FIS Fidelity National Information Services, Inc.
-1.77%
-$124,434.57 
MCO Moody's Corporation
-1.77%
-$473,376.9 
HUBS HubSpot, Inc.
-1.76%
-$64,381.84 
DIS The Walt Disney Company
-1.75%
-$1.71M 
ROK Rockwell Automation, Inc.
-1.75%
-$294,781.8 
TOST Toast Inc.
-1.75%
-$72,763.7 
EFX Equifax Inc.
-1.73%
-$131,608.53 
DASH DoorDash, Inc.
-1.72%
-$379,478.41 
AMD Advanced Micro Devices, Inc.
-1.71%
-$4.62M 
OTIS Otis Worldwide Corporation
-1.7%
-$168,269.4 
V Visa Inc. Class A
-1.7%
-$4.67M 
TW Tradeweb Markets Inc.
-1.7%
-$60,134.76 
GS The Goldman Sachs Group, Inc.
-1.69%
-$1.82M 
VRT Vertiv Holdings Co
-1.68%
-$568,849.05 
BR Broadridge Financial Solutions, Inc.
-1.67%
-$95,690.24 
RBA Rb Global Inc.
-1.67%
-$85,854.21 
ADI Analog Devices, Inc.
-1.66%
-$1M 
TRU TransUnion
-1.62%
-$75,492.68 
NRG NRG Energy, Inc.
-1.62%
-$147,483.55 
STN Stantec Inc.
-1.62%
-$33,631.14 
QCOM QUALCOMM Incorporated
-1.61%
-$950,481.34 
MA Mastercard Incorporated
-1.6%
-$2.41M 
ABNB Airbnb, Inc.
-1.59%
-$315,588.84 
TROW T. Rowe Price Group, Inc.
-1.58%
-$125,755.08 
ANET Arista Networks, Inc.
-1.58%
-$1.39M 
RKT Rocket Companies, Inc. Class A
-1.58%
-$64,397.99 
EXPE Expedia Group, Inc.
-1.56%
-$161,307 
OBDC Blue Owl Capital Corporation
-1.56%
-$25,085.37 
LII Lennox International Inc.
-1.54%
-$86,866.19 
NU Nu Holdings Ltd.
-1.53%
-$141,796.51 
AXP American Express Company
-1.53%
-$1.83M 
BKR Baker Hughes Company
-1.51%
-$313,068.51 
DECK Deckers Outdoor Corporation
-1.5%
-$197,192.45 
IR Ingersoll Rand Inc.
-1.49%
-$154,789.2 
DHI D.R. Horton, Inc.
-1.49%
-$141,064.2 
DT Dynatrace, Inc.
-1.47%
-$8,260.56 
WMB The Williams Companies, Inc.
-1.47%
-$429,250.8 
SPOT Spotify Technology S.A.
-1.47%
-$460,908.2 
BLK BlackRock, Inc.
-1.46%
-$741,697.53 
TME Tencent Music Entertainment Group
-1.46%
-$15,120 
SPGI S&P Global Inc.
-1.46%
-$765,845.57 
BX Blackstone Inc.
-1.45%
-$441,178.8 
ICE Intercontinental Exchange, Inc.
-1.45%
-$469,527.9 
CRM Salesforce Inc
-1.44%
-$769,292.97 
NLY Annaly Capital Management, Inc.
-1.43%
-$62,558.57 
NVR NVR, Inc.
-1.42%
-$22,944.4 
TMO Thermo Fisher Scientific Inc.
-1.42%
-$1.07M 
IQV IQVIA Holdings Inc.
-1.42%
-$155,834.91 
NVDA NVIDIA Corporation
-1.41%
-$26.22M 
MFIC MidCap Financial Investment Corporation
-1.4%
-$20,380.64 
UBS UBS Group AG
-1.4%
-$1.06M 
CTAS Cintas Corporation
-1.39%
-$330,883.75 
FAST Fastenal Co.
-1.39%
-$245,843 
RF Regions Financial Corporation
-1.39%
-$4,997.25 
BN Brookfield Corporation
-1.39%
-$299,921.35 
ELV Elevance Health, Inc.
-1.38%
-$381,788.92 
BSX Boston Scientific Corporation
-1.38%
-$549,655.64 
CRH CRH plc
-1.37%
-$689,931.75 
VEEV Veeva Systems Inc.
-1.35%
-$202,694.96 
RACE Ferrari N.V.
-1.34%
-$266,388.4 
MPWR Monolithic Power Systems, Inc.
-1.34%
-$207,300.89 
WDAY Workday Inc.
-1.33%
-$135,092.28 
BBDC Barings BDC Inc.
-1.33%
-$21,292.48 
FBIN Fortune Brands Innovations Inc.
-1.32%
-$476,492.7 
INTU Intuit Inc.
-1.32%
-$391,618.98 
MAR Marriott International Inc. - Class A
-1.31%
-$363,382.18 
LULU lululemon athletica inc.
-1.29%
-$53,080.29 
ITW Illinois Tool Works Inc.
-1.28%
-$759,246.42 
LEGN Legend Biotech Corporation American Depositary Shares
-1.28%
-$4,350 
RMD ResMed Inc.
-1.28%
-$11,274.27 
BCSF Bain Capital Specialty Finance Inc.
-1.27%
-$19,678.89 
NKE Nike, Inc. - Class B
-1.27%
-$222,852.39 
CVNA Carvana Co.
-1.27%
-$133,131.25 
ODFL Old Dominion Freight Line, Inc.
-1.24%
-$181,818.22 
SBUX Starbucks Corporation
-1.23%
-$485,985.99 
MNST Monster Beverage Corporation
-1.21%
-$276,553.97 
PAYX Paychex Inc.
-1.2%
-$149,731.38 
GBDC Golub Capital BDC, Inc.
-1.2%
-$19,886.72 
MRVL Marvell Technology, Inc.
-1.18%
-$610,066.37 
ADP Automatic Data Processing Inc.
-1.15%
-$384,048.16 
URI United Rentals, Inc.
-1.15%
-$345,852.83 
CBRE CBRE Group Inc.
-1.15%
-$160,328.17 
GEN Gen Digital Inc.
-1.15%
-$57,505 
LOW Lowe's Companies Inc.
-1.12%
-$437,694.03 
IP International Paper Company
-1.12%
-$67,361.65 
AVGO Broadcom Inc.
-1.12%
-$7.28M 
STNE StoneCo Ltd.
-1.12%
-$5,375 
APTV Aptiv PLC
-1.1%
-$49,680.44 
CDW CDW Corporation
-1.1%
-$4,391.46 
SSNC SS&C Technologies Holdings Inc.
-1.08%
-$56,479.95 
NWSA News Corporation
-1.05%
-$35,243.1 
NOW ServiceNow, Inc.
-1.01%
-$352,371.05 
SLB Schlumberger Limited
-1.01%
-$222,405.92 
VIPS Vipshop Holdings Ltd - ADR
-0.99%
-$8,691.74 
TSLX Sixth Street Specialty Lending Inc.
-0.99%
-$14,707 
ON ON Semiconductor Corporation
-0.99%
-$5,573.22 
KEY KeyCorp
-0.98%
-$3,272.61 
CPNG Coupang Inc.
-0.98%
-$23,772.87 
PSA Public Storage Common Stock
-0.98%
-$330,342.53 
C Citigroup Inc.
-0.98%
-$1.33M 
MKC McCormick & Company, Incorporated
-0.97%
-$43,979.97 
KGC Kinross Gold Corporation
-0.96%
-$61,979.06 
HBAN Huntington Bancshares Incorporated
-0.94%
-$3,258.85 
MSTR Strategy Inc.
-0.94%
-$74,632.8 
PHM PulteGroup Inc.
-0.93%
-$54,651.57 
TAL Tal Education Group
-0.93%
-$7,790 
MTB M&T Bank Corporation
-0.93%
-$437,251.36 
CME CME Group Inc.
-0.93%
-$257,738.86 
BXSL Blackstone Secured Lending Fund
-0.91%
-$14,280.64 
CSL Carlisle Companies Inc.
-0.9%
-$43,278.73 
BDX Becton, Dickinson and Company
-0.9%
-$133,675.2 
APH Amphenol Corporation
-0.89%
-$55,616.93 
TTWO Take-Two Interactive Software, Inc.
-0.89%
-$131,443.38 
MNDY monday.com Ltd.
-0.89%
-$5,881.4 
SCHW Charles Schwab Corporation
-0.87%
-$497,493 
FICO Fair Isaac Corporation
-0.85%
-$81,973.84 
DHR Danaher Corporation
-0.84%
-$356,731.19 
MS Morgan Stanley
-0.84%
-$779,922.21 
ALC Alcon Inc.
-0.83%
-$36,590.62 
GGG Graco Inc.
-0.83%
-$32,518.35 
BEKE Ke Holdings Inc. ADR
-0.83%
-$2,714.84 
MLM Martin Marietta Materials, Inc.
-0.81%
-$90,306.98 
GIS General Mills, Inc.
-0.8%
-$232,379.41 
GM General Motors Company
-0.8%
-$188,564.94 
CART Maplebear Inc.
-0.79%
-$6,421.44 
TT Trane Technologies plc
-0.78%
-$479,955.28 
HTGC Hercules Capital Inc.
-0.76%
-$13,364 
ROP Roper Technologies Inc.
-0.74%
-$2,985.52 
CBOE Cboe Global Markets Inc.
-0.73%
-$78,535.92 
ARES Ares Management Corporation
-0.73%
-$63,206.76 
MAS Masco Corporation
-0.72%
-$38,012.04 
ZTS Zoetis Inc.
-0.72%
-$218,401.38 
WPM Wheaton Precious Metals Corp.
-0.72%
-$77,518.5 
VICI Vici Properties Inc.
-0.72%
-$73,322.93 
ALLE Allegion plc
-0.71%
-$27,113.75 
TPR Tapestry Inc.
-0.7%
-$64,227.92 
CLX The Clorox Company
-0.7%
-$26,718.18 
SHW The Sherwin-Williams Company
-0.69%
-$172,066.27 
ADBE Adobe Inc.
-0.68%
-$215,622.47 
HSY The Hershey Company
-0.68%
-$57,375.85 
PYPL PayPal Holdings Inc
-0.67%
-$110,525.28 
PEP PepsiCo, Inc.
-0.67%
-$478,533.36 
DOV Dover Corporation
-0.66%
-$64,848.71 
RJF Raymond James Financial Inc.
-0.66%
-$50,460.75 
TRMB Trimble Inc.
-0.66%
-$26,848.65 
FTV Fortive Corporation
-0.65%
-$40,766.08 
EXPD Expeditors International of Washington, Inc.
-0.64%
-$50,709.4 
TEL TE Connectivity plc
-0.61%
-$116,532.66 
VRSK Verisk Analytics Inc.
-0.6%
-$58,008.37 
AMZN Amazon.com Inc
-0.6%
-$5.55M 
RS Reliance Inc.
-0.6%
-$38,888.79 
TECK Teck Resources Ltd.
-0.59%
-$36,086.16 
HD The Home Depot, Inc.
-0.59%
-$651,779.45 
AJG Arthur J. Gallagher & Co.
-0.57%
-$119,436.4 
LPLA LPL Financial Holdings Inc.
-0.54%
-$43,862.64 
ESS Essex Property Trust, Inc.
-0.54%
-$32,894.13 
WCN Waste Connections Inc.
-0.53%
-$74,745.03 
PNC The PNC Financial Services Group, Inc.
-0.53%
-$169,203.6 
GLPI Gaming and Leisure Properties, Inc.
-0.52%
-$20,627.83 
BIIB Biogen Inc.
-0.51%
-$51,153.49 
VMC Vulcan Materials Company
-0.51%
-$62,905.08 
EXEL Exelixis Inc.
-0.5%
-$4,118.8 
CMCSA Comcast Corp
-0.5%
-$162,139.56 
DOX Amdocs Limited
-0.49%
-$1,112.8 
J Jacobs Solutions Inc.
-0.49%
-$25,789.4 
WDC Western Digital Corporation
-0.49%
-$94,806.93 
H Hyatt Hotels Corporation
-0.49%
-$12,539.6 
EL The Estée Lauder Companies Inc. Class A
-0.48%
-$30,771.6 
BEPC Brookfield Renewable Corporation
-0.47%
-$4,776.8 
PAAS Pan American Silver Corp.
-0.47%
-$19,094.01 
KDP Keurig Dr Pepper Inc.
-0.46%
-$58,860 
SNA Snap-on Inc.
-0.46%
-$31,450.06 
HLT Hilton Worldwide Holdings Inc.
-0.45%
-$115,531.65 
NBIX Neurocrine Biosciences Inc.
-0.45%
-$24,553.76 
AER AerCap Holdings N.V.
-0.45%
-$46,630.32 
EBAY eBay Inc.
-0.44%
-$76,310.64 
STZ Constellation Brands, Inc.
-0.44%
-$27,731.4 
XYL Xylem Inc.
-0.44%
-$44,641.85 
BRO Brown & Brown Inc.
-0.43%
-$26,727.3 
AVY Avery Dennison Corporation
-0.43%
-$17,043.6 
TWLO Twilio Inc.
-0.42%
-$44,462 
ADSK Autodesk, Inc.
-0.41%
-$61,454.5 
AVB AvalonBay Communities, Inc.
-0.41%
-$39,116.8 
NDSN Nordson Corporation
-0.41%
-$20,252.78 
EXR Extra Space Storage Inc.
-0.39%
-$42,354.33 
COHR Coherent Corp.
-0.38%
-$7,293.86 
IEX IDEX Corporation
-0.38%
-$20,234.46 
SW Smurfit WestRock PLC
-0.38%
-$29,126.61 
TU TELUS Corporation
-0.38%
-$4,397.6 
AMP Ameriprise Financial, Inc.
-0.35%
-$56,883.53 
FERG Ferguson Enterprises Inc
-0.35%
-$1,727.74 
NEM Newmont Corporation
-0.34%
-$107,451.58 
QSR Restaurant Brands International Inc.
-0.34%
-$19,594.12 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-0.33%
-$3,200 
SCCO Southern Copper Corporation
-0.33%
-$10,513.08 
EQR Equity Residential
-0.33%
-$26,860.09 
MCD McDonald's Corporation
-0.33%
-$214,699.5 
RSG Republic Services, Inc.
-0.33%
-$51,990.2 
WBD Warner Bros. Discovery, Inc.
-0.31%
-$6,035.77 
BALL Ball Corp.
-0.3%
-$15,174.16 
FDX FedEx Corporation
-0.29%
-$166,571.37 
BBY Best Buy Co., Inc.
-0.29%
-$14,901.39 
FOXA Fox Corporation
-0.27%
-$2,401.26 
YUMC Yum China Holdings Inc.
-0.27%
-$15,536.76 
OC Owens Corning
-0.26%
-$45,948.93 
TPL Texas Pacific Land Corporation
-0.25%
-$25,432.88 
TYL Tyler Technologies Inc.
-0.24%
-$9,574.5 
AON Aon plc
-0.22%
-$56,742.36 
KEYS Keysight Technologies, Inc.
-0.22%
-$38,335.71 
TREX Trex Company, Inc.
-0.2%
-$13,363.56 
AEM Agnico Eagle Mines Limited
-0.18%
-$28,741.25 
STLD Steel Dynamics Inc.
-0.18%
-$18,274.67 
KMI Kinder Morgan, Inc.
-0.17%
-$35,585.28 
COST Costco Wholesale Corporation
-0.16%
-$100,645.5 
AME Ametek Inc.
-0.14%
-$24,012.78 
ZBRA Zebra Technologies Corporation
-0.13%
-$4,047.28 
DRI Darden Restaurants, Inc.
-0.13%
-$9,142.38 
AMGN Amgen Inc.
-0.12%
-$80,313.87 
USB U.S. Bancorp
-0.12%
-$37,890.75 
WM Waste Management, Inc.
-0.11%
-$46,041.21 
RPM RPM International Inc.
-0.1%
-$4,698.1 
UPS United Parcel Service, Inc.
-0.1%
-$28,853.64 
PWR Quanta Services Inc.
-0.1%
-$30,182.04 
CHKP Check Point Software Technologies Ltd.
-0.09%
-$2,375 
GIB CGI Inc.
-0.09%
-$3,097.5 
CHRW C.H. Robinson Worldwide, Inc.
-0.08%
-$6,743.73 
CARR Carrier Global Corporation
-0.08%
-$13,399.71 
GPC Genuine Parts Company
-0.07%
-$262.99 
PKG Packaging Corporation of America
-0.07%
-$4,764.8 
MDT Medtronic plc
-0.07%
-$6,359.21 
WAB Wabtec Corporation
-0.07%
-$9,557.98 
BAP Credicorp Ltd.
-0.04%
-$2,662.6 
DELL Dell Technologies Inc.
-0.03%
-$14,454.05 
ARCC Ares Capital Corporation
-0.03%
-$415.5 
CHTR Charter Communications Inc
-0.03%
-$62.16 
LIN Linde plc
-0.03%
-$22,268.87 
MRSH Marsh & McLennan Companies, Inc.
-0.02%
-$6,313.32 
CHD Church & Dwight Co., Inc.
-0.02%
-$1,667.72 
HDB HDFC Bank Limited ADR
-0.02%
-$374.44 
KHC The Kraft Heinz Company
-0.02%
-$81.23 
TSCO Tractor Supply Company
-0.02%
-$3,190.24 
PLD Prologis Inc.
-0.01%
-$6,000.86 
CCEP Coca-Cola Europacific Partners PLC
-0.01%
-$849.84 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2839 | Longs Won 1607/2839 56% | Profit Factor 4.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $19.08M |
| Average Win $3.55M | Best Trade (Jul 16) $682.58M | Sharpe Ratio -10.6 |
| Average Loss -$972,154.27 | Worst Trade (Jul 15) -$72.64M | Z-Score 6.87 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $1.59M |
| 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
