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:
41.55%
Gain +0.65%
Monthly
0.64%
Yearly
7.97%
Drawdown
20.44%
$159.42M
Equity
Holdings
$159.42M
Investment
$109.69M
$41.87M
Profit +$752,420.2
Realized
-$7.86M
Unrealized
$49.73M
Dividends
$4.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$752,420.2
Win %
74%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$1.5M
Win %
74%
This Month
Compared to last month
Gain
-1.05%
Profit
-$1.69M
Win %
74%
This Year
Compared to last year
Gain
11.63%
Profit
$16.61M
Win %
66%
GEV GE Vernova Inc.
+1.71%
+$108,660 
MSFT Microsoft Corp.
+1.71%
+$170,225.25 
LNG Cheniere Energy Inc.
+1.33%
+$14,000.04 
SMH VanEck Semiconductor ETF
+0.83%
+$9,219.96 
PWR Quanta Services Inc.
+0.66%
+$112,050 
V Visa Inc. Class A
+0.64%
+$61,143 
MA Mastercard Incorporated
+0.53%
+$120,252.16 
CDNS Cadence Design Systems, Inc.
+0.52%
+$79,636 
HSY The Hershey Company
+0.47%
+$10,854 
CEG Constellation Energy Corporation
+0.47%
+$8,330 
CLH Clean Harbors Inc.
+0.35%
+$5,425 
QXO Qxo Inc.
-5.45%
-$201,413.73 
GE General Electric Company
-2.44%
-$93,499.89 
AAPL Apple Inc.
-2.09%
-$494,881.29 
WHG Westwood Holdings Group Inc.
-1.59%
-$148,212.23 
CTAS Cintas Corporation
-1.37%
-$78,680 
SNPS Synopsys, Inc.
-1.22%
-$70,125 
PH Parker-Hannifin Corporation
-0.84%
-$8,000 
MCK McKesson Corporation
-0.81%
-$65,424 
CAH Cardinal Health Inc.
-0.8%
-$8,190 
HWM Howmet Aerospace Inc.
-0.54%
-$4,380 
CSCO Cisco Systems, Inc.
-0.45%
-$10,000 
SPGI S&P Global Inc.
-0.41%
-$13,656.48 
APH Amphenol Corporation
-0.26%
-$2,355 
MSI Motorola Solutions, Inc.
-0.19%
-$1,580 
FICO Fair Isaac Corporation
-0.04%
-$872 Events
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Dividends
Dividend Analysis
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| Trades 184 | Longs Won 94/184 51% | Profit Factor 2.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $682,027.69 | Best Trade (Jul 19) $10.03M | Sharpe Ratio -10.51 |
| Average Loss -$247,099.23 | Worst Trade (Jun 29) -$1.73M | Z-Score 2.3 (97.85%) |
| Commissions $0 | Avg. Trade Length 1y 6m | Expectancy $227,563.43 |
| 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% | 0.49% |
| Consecutive Losing Trades | 645 | 581 | 516 | 452 | 387 | 323 | 258 | 194 | 129 | 65 |
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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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, Exxon Mobil Corporation - $1.51M, Cheniere Energy Inc - $1.08M, Kinsale Capital Group Inc - $1.05M, and Fair Isaac Corporation - $726,508. 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 $4.76M earned over time. The largest contributors to dividend income include Mastercard Incorporated - $449,262, Westwood Holdings Group Inc - $346,810.2, Devon Energy Corporation - $327,132, Microsoft Corp - $313,090.5, and Apple Inc - $306,572. 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.
