KKS
Karl K. Segerberg Portfolio
Invests via Settian Capita LLP | Managed by Karl K. Segerberg
Invests via Settian Capita LLP
Managed by Karl K. Segerberg
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Karl K. Segerberg Profile
Karl K. Segerberg has established himself as a notable figure in corporate leadership with a rich background spanning various industries. His experience includes pivotal roles in steering companies towards innovative growth and operational excellence. As an executive, he demonstrates expertise in developing strategic partnerships that enhance market reach and efficiency. Karl's emphasis on fostering team dynamics enables organizations to respond adeptly to industry shifts, securing competitive advantages. With an academic foundation in business management, his insights significantly influence operational decision-making within complex environments.
Karl K. Segerberg has established himself as a notable figure in corporate leadership with a rich background spanning various industries. His experience includes pivotal roles in steering companies towards innovative growth and operational excellence. As an executive, he demonstrates expertise in developing strategic partnerships that enhance market reach and efficiency. Karl's emphasis on fostering team dynamics enables organizations to respond adeptly to industry shifts, securing competitive advantages. With an academic foundation in business management, his insights significantly influence operational decision-making within complex environments.
Investment Philosophy & Strategy
Emerging from a foundation in operational excellence, Karl K. Segerberg pursues investment opportunities with a keen focus on strategic partnerships and transformative growth. His unique approach capitalizes on synergies across industries, emphasizing innovation as a driver of market expansion. Through hands-on leadership experience, he cultivates agile teams adept at navigating competitive landscapes and evolving demands. The lens through which he evaluates potential investments is shaped by his commitment to sustainability and efficiency, aiming for long-term value creation rather than short-lived gains.
Emerging from a foundation in operational excellence, Karl K. Segerberg pursues investment opportunities with a keen focus on strategic partnerships and transformative growth. His unique approach capitalizes on synergies across industries, emphasizing innovation as a driver of market expansion. Through hands-on leadership experience, he cultivates agile teams adept at navigating competitive landscapes and evolving demands. The lens through which he evaluates potential investments is shaped by his commitment to sustainability and efficiency, aiming for long-term value creation rather than short-lived gains.
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:
54.1%
Gain -0.6%
Monthly
0.71%
Yearly
8.86%
Drawdown
20.42%
$161.97M
Equity
Holdings
$161.97M
Investment
$106.69M
$48.82M
Profit -$778,698.14
Realized
-$6.47M
Unrealized
$55.29M
Dividends
$4.97M
Goals
Avg. 87.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$778,698.14
Win %
66%
This Week
Compared To Last Week
Gain
-1.79%
Profit
-$2.95M
Win %
66%
This Month
Compared to last month
Gain
2.72%
Profit
$4.28M
Win %
66%
This Year
Compared to last year
Gain
3.77%
Profit
$5.88M
Win %
62%
LNG Cheniere Energy Inc.
+4.3%
+$49,419.96 
CDNS Cadence Design Systems, Inc.
+2.25%
+$322,942.5 
SNPS Synopsys Inc.
+1.97%
+$124,649.85 
APH Amphenol Corp. Class A Common Stock
+1.62%
+$28,440 
MSFT Microsoft Corporation Common Stock
+0.47%
+$62,234.25 
MSI Motorola Solutions, Inc.
+0.44%
+$4,240 
CTAS Cintas Corporation
+0.07%
+$4,480 
WHG Westwood Holdings Group, Inc.
0%
$0 
QXO QXO Inc.
-4.63%
-$130,854.78 
TSCO Tractor Supply Company
-4.19%
-$43,650 
HSY The Hershey Company Common Stock
-3.17%
-$74,705 
GE General Electric Company
-2.33%
-$75,240 
CAH Cardinal Health, Inc.
-1.92%
-$22,095 
MA Mastercard Inc. Class A Common Stock
-1.75%
-$462,995 
FICO Fair Isaac Corp.
-1.7%
-$22,368.03 
V Visa Inc. Class A
-1.35%
-$149,520 
PH Parker-Hannifin Corporation
-1.26%
-$11,260.02 
MCK McKesson Corporation
-1.14%
-$110,976.29 
GEV GE Vernova Inc.
-1.05%
-$52,079.88 
CEG Constellation Energy Corporation
-0.89%
-$15,820 
SPGI S&P Global Inc.
-0.82%
-$27,609.84 
AAPL Apple Inc.
-0.46%
-$113,440 
PWR Quanta Services, Inc.
-0.42%
-$62,370 Events
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Dividends
Dividend Analysis
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| Trades 185 | Longs Won 97/185 52% | Profit Factor 3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $754,833.08 | Best Trade (Oct 23) $10.85M | Sharpe Ratio -10.18 |
| Average Loss -$277,275.38 | Worst Trade (Jun 29) -$1.73M | Z-Score 0.92 (64.2%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 6d | Expectancy $263,884.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.77% |
| Consecutive Losing Trades | 584 | 526 | 467 | 409 | 350 | 292 | 234 | 175 | 117 | 58 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 70,900 | $12.27M | $24.58M | - | $12.3M | 100.28% | -0.459% |
| APH Amphenol Corp. Class A Common Stock | 24,000 | $758,112 | $1.78M | - | $1.02M | 135.06% | +1.622% |
| CAH Cardinal Health, Inc. | 4,500 | $950,895 | $1.13M | - | $177,390 | 18.66% | -1.921% |
| CDNS Cadence Design Systems, Inc. | 46,300 | $13.07M | $14.66M | - | $1.59M | 12.2% | +2.253% |
| CEG Constellation Energy Corporation | 7,000 | $2.1M | $1.77M | - | -$332,140 | -15.8% | -0.886% |
| CTAS Cintas Corporation | 28,000 | $3.42M | $6.28M | - | $2.86M | 83.81% | +0.071% |
| FICO Fair Isaac Corp. | 1,600 | $2.3M | $1.29M | - | -$1M | -43.62% | -1.698% |
| GE General Electric Company | 11,000 | $3.19M | $3.15M | - | -$40,550 | -1.27% | -2.33% |
| GEV GE Vernova Inc. | 6,000 | $2.52M | $4.91M | - | $2.39M | 95.13% | -1.049% |
| HSY The Hershey Company Common Stock | 13,400 | $2.71M | $2.28M | - | -$432,667 | -15.96% | -3.174% |
| LNG Cheniere Energy Inc. | 4,000 | $1.14M | $1.2M | - | $62,420 | 5.5% | +4.305% |
| MA Mastercard Inc. Class A Common Stock | 41,900 | $15.01M | $26.07M | - | $11.06M | 73.66% | -1.745% |
| MCK McKesson Corporation | 9,600 | $4.37M | $9.61M | - | $5.24M | 119.98% | -1.142% |
| MSFT Microsoft Corporation Common Stock | 25,350 | $7.67M | $13.27M | - | $5.6M | 72.94% | +0.471% |
| MSI Motorola Solutions, Inc. | 2,000 | $899,260 | $959,860 | - | $60,600 | 6.74% | +0.444% |
| PH Parker-Hannifin Corporation | 1,000 | $895,239.99 | $881,950 | - | -$13,289.99 | -1.48% | -1.261% |
| PWR Quanta Services, Inc. | 27,000 | $4.68M | $14.85M | - | $10.17M | 217.37% | -0.418% |
| QXO QXO Inc. | 256,578 | $3.78M | $2.7M | - | -$1.08M | -28.68% | -4.628% |
| SNPS Synopsys Inc. | 15,000 | $7.57M | $6.46M | - | -$1.11M | -14.6% | +1.967% |
| SPGI S&P Global Inc. | 7,422 | $3.3M | $3.34M | - | $31,578.15 | 0.96% | -0.821% |
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Option values are updated at end of day.
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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 Karl K. Segerberg?
The largest contributions to the portfolio's profits come from the following stocks: Cadence Design Systems, Inc - $3.12M, ExxonMobil Holdings Corporation - $1.51M, Fair Isaac Corp - $1.3M, Cheniere Energy Inc - $1.08M, and Kinsale Capital Group, Inc - $1.05M. 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: Adobe Inc - $2.86M, West Pharmaceutical Services Inc - $2.24M, Pool Corporation - $1.49M, The Sherwin-Williams Company - $1.43M, and Intuit Inc - $1.31M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Karl K. Segerberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.97M earned over time. The largest contributors to dividend income include Mastercard Inc. Class A Common Stock - $522,168, Westwood Holdings Group, Inc - $346,810.2, Microsoft Corporation Common Stock - $336,159, Devon Energy Corporation - $327,132, and Apple Inc - $325,715. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Karl K. Segerberg's monthly returns?
Karl K. Segerberg'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 Karl K. Segerberg's strategy be considered aggressive or moderate?
Karl K. Segerberg'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 Karl K. Segerberg's strategy?
Karl K. Segerberg's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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