Nancy Smetek Portfolio
Invests via Arcataur Capital Management LLC | Managed by Ignatius L. Smetek, Jill M. Grueninger, Michael P. Johnson, Martin A. Moser, William C. Weber, Scott I. Turza
Invests via Arcataur Capital Management LLC
Managed by Ignatius L. Smetek, Jill M. Grueninger, Michael P. Johnson, Martin A. Moser, William C. Weber, Scott I. Turza
Automatically Tracked
Nancy Smetek Profile
Veteran corporate finance and investor-relations executive focused on growth-stage companies and capital markets. Nancy Smetek brings experience in strategic fundraising, IPO preparation, and investor communications, advising management teams and boards on equity story and governance. Frequently engages with buy-side and sell-side analysts; relevant to diligence, capital raises and M&A processes.
Veteran corporate finance and investor-relations executive focused on growth-stage companies and capital markets. Nancy Smetek brings experience in strategic fundraising, IPO preparation, and investor communications, advising management teams and boards on equity story and governance. Frequently engages with buy-side and sell-side analysts; relevant to diligence, capital raises and M&A processes.
Investment Philosophy & Strategy
Focuses on growth-stage equity opportunities where corporate finance rigor and narrative clarity unlock value. Prioritizes companies with scalable revenue models, credible governance, and clear paths to public markets or strategic M&A. Investment decisions emphasize fundraising cadence, capital structure optimization, and investor communications as value drivers. Uses a mid-to-long-term horizon, active engagement with management and boards, and discipline around downside protection through staged capital commitments and clear performance milestones.
Focuses on growth-stage equity opportunities where corporate finance rigor and narrative clarity unlock value. Prioritizes companies with scalable revenue models, credible governance, and clear paths to public markets or strategic M&A. Investment decisions emphasize fundraising cadence, capital structure optimization, and investor communications as value drivers. Uses a mid-to-long-term horizon, active engagement with management and boards, and discipline around downside protection through staged capital commitments and clear performance milestones.
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:
0.06%
Gain
Monthly
0.05%
Yearly
0.6%
Drawdown
35.02%
$404.96M
Equity
Holdings
$404.96M
Investment
$276.19M
$133.3M
Profit -$780,712.59
Realized
$4.54M
Unrealized
$128.76M
Dividends
$16.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$780,712.59
Win %
75%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$464,817.74
Win %
75%
This Month
Compared to last month
Gain
-0.06%
Profit
-$227,554.69
Win %
75%
This Year
Compared to last year
Gain
12.77%
Profit
$45.87M
Win %
76%
ABT Abbott Laboratories
+10.41%
+$55,498.46 
UNH UnitedHealth Group Incorporated
+3.73%
+$19,962.37 
MRK Merck & Co., Inc.
+3.39%
+$21,352.55 
ZTS Zoetis Inc.
+3.3%
+$6,954.42 
O Realty Income Corporation
+2.91%
+$15,154.24 
CL Colgate-Palmolive Company
+2.86%
+$7,998.86 
VZ Verizon Communications Inc.
+2.81%
+$5,655.06 
AMGN Amgen Inc.
+2.79%
+$17,557.54 
STZ Constellation Brands, Inc.
+2.73%
+$6,070.69 
PYPL PayPal Holdings Inc
+2.67%
+$8,992.48 
CRM Salesforce Inc
+2.59%
+$7,157.49 
ISRG Intuitive Surgical, Inc.
+2.56%
+$7,961.94 
PEP PepsiCo, Inc.
+2.54%
+$13,133.92 
CMCSA Comcast Corp
+2.34%
+$4,099.7 
URI United Rentals, Inc.
+2.18%
+$34,785.27 
LOW Lowe's Companies Inc.
+2.09%
+$12,411.87 
IOVA Iovance Biotherapeutics, Inc.
+2%
+$2,429.44 
REGN Regeneron Pharmaceuticals, Inc.
+1.98%
+$13,275.36 
WMT Walmart Inc.
+1.88%
+$13,875.6 
V Visa Inc. Class A
+1.79%
+$23,006.01 
DIS The Walt Disney Company
+1.67%
+$6,366.75 
CTVA Corteva Inc.
+1.6%
+$9,674.7 
DE Deere & Company
+1.57%
+$15,691.03 
TGT Target Corporation
+1.51%
+$5,247.95 
XOM Exxon Mobil Corporation
+1.49%
+$10,934.9 
USB U.S. Bancorp
+1.36%
+$8,509.82 
PFE Pfizer Inc.
+1.33%
+$2,766.06 
ECL Ecolab Inc.
+1.28%
+$3,341.61 
EOG EOG Resources, Inc.
+1.22%
+$5,767.41 
GILD Gilead Sciences Inc.
+1.12%
+$5,806.54 
MSFT Microsoft Corp.
+1.11%
+$47,552.59 
JNJ Johnson & Johnson
+1.05%
+$12,426.94 
APD Air Products and Chemicals, Inc.
+1.03%
+$4,535.91 
COP ConocoPhillips
+1%
+$3,594.08 
AAPL Apple Inc.
+0.97%
+$65,523.9 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$448,184.7 
MMM 3M Company
+0.73%
+$1,768.83 
WFC Wells Fargo & Company
+0.73%
+$3,432.81 
VRTX Vertex Pharmaceuticals Incorporated
+0.68%
+$4,617.47 
FISV Fiserv, Inc.
+0.6%
+$1,793.1 
HON Honeywell International Inc.
+0.58%
+$703.7 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$39,516.93 
AMZN Amazon.com Inc
+0.52%
+$9,133.08 
AXP American Express Company
+0.51%
+$3,063.72 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$2,674.64 
LUV Southwest Airlines Co.
+0.47%
+$1,738.8 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$27,573.64 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$101,556.62 
AMT American Tower Corporation
+0.23%
+$820.4 
ALL Allstate Corporation
+0.18%
+$1,196.8 
XLF Financial Select Sector SPDR Fund
+0.13%
+$410.7 
GOOGL Alphabet Inc
+0.1%
+$379.62 
GOOG Alphabet Inc
+0.1%
+$3,906.23 
SCHW Charles Schwab Corporation
+0.03%
+$238.63 
IWM iShares Russell 2000 ETF
+0.01%
+$14.67 
CDNMF EGR Exploration Ltd.
0%
$0 
HOLX Hologic Inc.
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
GE General Electric Company
-5.19%
-$27,520.66 
ORCL Oracle Corporation
-4.91%
-$34,008 
GS The Goldman Sachs Group, Inc.
-4.31%
-$90,910.46 
MS Morgan Stanley
-3.9%
-$40,955.51 
SMH VanEck Semiconductor ETF
-3.83%
-$193,526.72 
GDX VanEck Gold Miners ETF
-3.56%
-$13,016.9 
CSCO Cisco Systems, Inc.
-3.35%
-$36,977.38 
CAT Caterpillar Inc.
-3.18%
-$58,305.4 
HWM Howmet Aerospace Inc.
-3.12%
-$29,264.32 
NVDA NVIDIA Corporation
-2.77%
-$58,793.98 
C Citigroup Inc.
-1.86%
-$6,702.45 
GLD SPDR Gold Shares
-1.73%
-$16,711.57 
META Meta Platforms Inc Class A
-1.52%
-$18,313.42 
TSLA Tesla, Inc.
-1.47%
-$6,011.2 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$164,362.54 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$36,162.12 
VWO Vanguard FTSE Emerging Markets ETF
-1.16%
-$178,146.27 
GM General Motors Company
-1.11%
-$2,988.5 
RTX RTX Corporation
-1.08%
-$10,585.92 
SCHF Schwab International Equity ETF
-1.07%
-$35,051.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$228,503.56 
LHX L3Harris Technologies, Inc.
-0.97%
-$3,997.11 
BA Boeing Company
-0.94%
-$3,474.12 
SCHA Schwab U.S. Small-Cap ETF
-0.78%
-$27,299.97 
EFA iShares MSCI EAFE ETF
-0.77%
-$47,813.78 
SLB Schlumberger Limited
-0.67%
-$2,477.76 
SCHM Schwab U.S. Mid-Cap ETF
-0.61%
-$28,946.74 
JPM JPMorgan Chase & Co.
-0.54%
-$18,930.17 
PFF iShares Preferred and Income Securities ETF
-0.52%
-$7,675.52 
IVV iShares Core S&P 500 ETF
-0.38%
-$429,609.12 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$1,218.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$2,733.99 
SCHX Schwab U.S. Large-Cap ETF
-0.32%
-$27,255.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$6,333.69 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$2,051.68 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.09%
-$1,999.4 
TIP iShares TIPS Bond ETF
-0.08%
-$883.91 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.06%
-$1,561.87 
BAC Bank of America Corporation
-0.06%
-$397.21 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$2,806.58 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$1,312.32 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$667.99 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$313.12 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$463.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$959.67 Events
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Dividends
Dividend Analysis
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| Trades 912 | Longs Won 694/912 76% | Profit Factor 49.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.48M |
| Average Win $196,056.92 | Best Trade (Jul 15) $39.25M | Sharpe Ratio -13.14 |
| Average Loss -$12,661.19 | Worst Trade (Jul 15) -$388,642.64 | Z-Score 4.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy $146,165.97 |
| 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% | 0.34% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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Returns
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