KB
Kyle Bubeck Portfolio
Invests via TrueMark Investments LLC | Managed by Jeffrey Feldman
Invests via TrueMark Investments LLC
Managed by Jeffrey Feldman
Automatically Tracked
Kyle Bubeck Profile
Kyle Bubeck is a seasoned entrepreneur with a strong track record in the technology sector. His career highlights include founding multiple successful startups that focus on innovative software solutions aimed at enhancing business efficiency. With a keen understanding of market trends and client needs, he has been instrumental in driving growth and attracting investment in competitive environments. Leveraging his deep expertise in tech commercialization, Kyle continues to influence the landscape of entrepreneurship by mentoring emerging leaders and participating actively in startup accelerators. His commitment to fostering innovation within the industry makes him a notable figure among investors seeking transformative opportunities.
Kyle Bubeck is a seasoned entrepreneur with a strong track record in the technology sector. His career highlights include founding multiple successful startups that focus on innovative software solutions aimed at enhancing business efficiency. With a keen understanding of market trends and client needs, he has been instrumental in driving growth and attracting investment in competitive environments. Leveraging his deep expertise in tech commercialization, Kyle continues to influence the landscape of entrepreneurship by mentoring emerging leaders and participating actively in startup accelerators. His commitment to fostering innovation within the industry makes him a notable figure among investors seeking transformative opportunities.
Investment Philosophy & Strategy
Innovation drives the approach to investment for Kyle Bubeck, who thrives at the intersection of technology and entrepreneurship. His entrepreneurial journey is marked by founding successful software startups, focusing on solving pressing business challenges through novel solutions. Aiming to capitalize on evolving market dynamics, he seeks opportunities that not only promise strong growth but also possess transformative potential within their sectors. By mentoring budding entrepreneurs and engaging with startup accelerators, he aims to foster a vibrant ecosystem where innovative ideas can flourish.
Innovation drives the approach to investment for Kyle Bubeck, who thrives at the intersection of technology and entrepreneurship. His entrepreneurial journey is marked by founding successful software startups, focusing on solving pressing business challenges through novel solutions. Aiming to capitalize on evolving market dynamics, he seeks opportunities that not only promise strong growth but also possess transformative potential within their sectors. By mentoring budding entrepreneurs and engaging with startup accelerators, he aims to foster a vibrant ecosystem where innovative ideas can flourish.
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:
25.89%
Gain +0.2%
Monthly
0.75%
Yearly
9.41%
Drawdown
17.5%
$789.95M
Equity
Holdings
$789.95M
Investment
$738.16M
$80.48M
Profit -$630,757.89
Realized
$28.69M
Unrealized
$51.79M
Dividends
$36.15M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
-$630,757.89
Win %
65%
This Week
Compared To Last Week
Gain
0.003%
Profit
$24,961.67
Win %
65%
This Month
Compared to last month
Gain
0.66%
Profit
$5.17M
Win %
65%
This Year
Compared to last year
Gain
0.39%
Profit
$3.06M
Win %
70%
ENRDW Einride AB Warrant
+11.48%
+$547.42 
SCIIR SC II Acquisition Corp. Right
+9.42%
+$243.87 
PCG PG&E Corporation
+3.54%
+$8,539.26 
AVGO Broadcom Inc.
+2.67%
+$48,147.7 
EVAC
+2.31%
+$3,185.54 
NVDA NVIDIA Corporation
+2.3%
+$36,323.63 
JNJ Johnson & Johnson
+2%
+$255,031.06 
HSBC HSBC Holdings plc Sponsored ADR
+1.97%
+$95,649.35 
ATO Atmos Energy Corporation
+1.95%
+$131,327.88 
PBR Petrobras S.A. Sponsored ADR
+1.89%
+$112,305.9 
SPEGR Silver Pegasus Acquisition Corp. Right
+1.89%
+$50.01 
UL Unilever PLC Sponsored American Depositary Receipt
+1.71%
+$50,146.72 
NEE NextEra Energy, Inc.
+1.68%
+$219,467.72 
TTE TotalEnergies SE
+1.65%
+$87,766.62 
GIXXR GigCapital9 Corp. Rights
+1.61%
+$57.5 
AMD Advanced Micro Devices, Inc.
+1.45%
+$24,806.03 
UAC United Acquisition Corp. I
+1.38%
+$1,942.6 
GS The Goldman Sachs Group, Inc.
+1.16%
+$94,635.23 
HCAC
+1.11%
+$1,505.25 
BTI British American Tobacco p.l.c. ADR
+1.04%
+$165,201.92 
ADI Analog Devices, Inc.
+1.02%
+$13,273.12 
HSY The Hershey Company
+1%
+$83,386.7 
TXN Texas Instruments Inc
+0.99%
+$47,664.93 
ABT Abbott Laboratories
+0.9%
+$51,757.2 
KTWO
+0.81%
+$3,918.01 
RTX RTX Corporation
+0.62%
+$52,313.14 
UBS UBS Group AG
+0.61%
+$21,559.68 
BRW Saba Capital Income & Opportunities Fund
+0.45%
+$1,795.65 
KMI Kinder Morgan, Inc.
+0.34%
+$14,471.49 
YICCU Yorkville International Capital Corp. Units
+0.3%
+$300 
BSTZ BlackRock Science and Technology Term Trust
+0.24%
+$4,485.25 
APUR Aperture AC
+0.1%
+$100 
WENC West Enclave Merger Corp.
+0.1%
+$100 
JUNZ TrueShares Structured Outcome June ETF
+0.1%
+$24,963.51 
MYX Maywood Acquisition Corp. 2
+0.05%
+$50 
ASML ASML Holding N.V. New York Registry Shares
+0.02%
+$1,068.17 
PG Procter & Gamble Co
+0.01%
+$668.75 
MAYZ TSLXQ May Outcome ETF
+0.01%
+$2,355.16 
FEBZ TrueShares Structured Outcome ETF
+0.01%
+$1,984.66 
NOVZ TrueShares Structured Outcome November ETF
+0.01%
+$1,754.66 
AEAQ Activate Energy Acquisition Corp.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFJKR Aimei Health Technology Co., Ltd.
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
-$0.03 
AMX América Móvil, S.A.B. de C.V.
0%
$0 
APURR Aperture AC Rights
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BHAV BHAV Acquisition Corp
0%
$0 
BIPC Brookfield Infrastructure Partners L.P.
0%
$0 
BIT BlackRock Multi-Sector Income Trust
0%
$0 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
0%
$0 
BMEZ BlackRock Health Sciences Trust II
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BSL Blackstone Senior Floating Rate Fund
0%
$0 
BTX BlackRock Technology and Private Equity Fund
0%
$0 
BWIV Blue Water Acquisition Corp. IV Class A
0%
$0 
CCAP Crescent Capital BDC, Inc.
0%
$0 
CME CME Group Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
+$0.12 
CVX Chevron Corporation
0%
-$0.45 
CWEN Clearway Energy Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
+$0.07 
DHY Credit Suisse High Yield Bond Fund
0%
$0 
DRDB Roman DBDR Acquisition Corp
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FERA Fifth Era Acquisition Corp.
0%
$0 
FSCO FS Credit Opportunities Corp.
0%
$0 
FTHY First Trust High Yield Opportunities 2027 Fund
0%
$0 
FWACU Futurewave Acquisition Corporation Unit
0%
$0 
GAB Gabelli Equity Trust Inc.
0%
$0 
GIX GigCapital9 Corp.
0%
$0 
GLED GalaxyEdge Acquisition Corp
0%
$0 
GLO Clough Global Opportunities Fund
0%
$0 
GLQ Clough Global Equity Fund
0%
$0 
GLV Clough Global Dividend and Income Fund
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPCR Structure Therapeutics Inc.
0%
$0 
GRAF Graf Global Corp.
0%
$0 
GRAFWS
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
HCACR Hall Chadwick Acquisition Corp. Right
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IGAC Invest Green Acquisition Corporation
0%
$0 
IOT Samsara Inc. Class A Common Stock
0%
$0 
ITHA ITHAX Acquisition Corp III
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JRS Nuveen Real Estate Income Fund
0%
$0 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
0%
$0 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
0%
$0 
LEGO Legato Merger Corp.
0%
$0 
MARZ TrueShares Structured Outcome March Fund
0%
$0 
MDB MongoDB Inc.
0%
+$0.05 
MGF MFS Government Markets Income Trust
0%
$0 
MLAA Mountain Lake Acquisition Corp.
0%
$0 
MPLX MPLX LP
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MYXXR Maywood Acquisition Corp. 2
0%
$0 
NET Cloudflare Inc.
0%
$0 
NHS Neuberger High Yield Strategies Fund Inc.
0%
$0 
NPAC New Providence Acquisition Corp.
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
+$0.09 
OBDC Blue Owl Capital Corporation
0%
$0 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
0%
$0 
OTF Blue Owl Technology Finance Corp.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFN PIMCO Income Strategy Fund II
0%
$0 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PONO Pono Capital Corp.
0%
$0 
PSUS Pershing Square USA Ltd.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QRED QuasarEdge Acquisition Corporation
0%
$0 
RDACR Rising Dragon Acquisition Corp.
0%
$0 
RFAM RF Acquisition Corp III
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RMT Royce Micro-Cap Trust, Inc.
0%
$0 
RVT Royce Small-Cap Trust, Inc.
0%
$0 
SABA Saba Capital Income & Opportunities Fund II
0%
$0 
SAGU Shreya Acquisition Group
0%
$0 
SCII SC II Acquisition Corp.
0%
$0 
SDGR Schrödinger, Inc.
0%
$0 
SEPZ TrueShares Structured Outcome September ETF
0%
$0 
SNDK SanDisk Corporation
0%
-$0.02 
SNOW Snowflake Inc.
0%
-$0.08 
SNY Sanofi American Depositary Receipt
0%
$0 
SOCA Solarius Capital Acquisition Corp.
0%
$0 
SPE Special Opportunities Fund
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
SSAC SPACSphere Acquisition Corp.
0%
$0 
SUMA Suma Acquisition Corp
0%
$0 
SWZ Total Return Securities Fund
0%
$0 
TRAD APEX Tech Acquisition Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UCFIW UCFIW
0%
$0 
UNP Union Pacific Corporation
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VECART
0%
$0 
VICR Vicor Corporation
0%
$0 
VIV Telefonica Brasil S.A. ADR
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WENCRT
0%
$0 
WIW Western Asset Inflation-Linked Opportunities Fund
0%
$0 
WLCOU Wilco 63 Corporation Unit
0%
$0 
XFLH XFLH Capital Corporation
0%
$0 
ZKP Lafayette Digital Acquisition Corp. I
0%
$0 
KVACW Keen Vision Acquisition Corp. Warrant
-63.99%
-$406.68 
MYXXW Maywood Acquisition Corp. 2 Warrants
-23.76%
-$187 
FSSL
-21.15%
-$296,235.44 
BHAVR Bhav Acquisition Corp. Right
-14.36%
-$369 
SUMAR Suma Acquisition Corp Right
-6.67%
-$300 
QBER
-3.41%
-$725,909.96 
NOK Nokia Corporation Sponsored ADR
-3.29%
-$84,066.5 
IGACR Invest Green Acquisition Corporation Rights
-3.12%
-$71.34 
QBUL
-2.87%
-$456,764.58 
AIG American International Group Inc.
-2.48%
-$200,046.74 
ARM Arm Holdings plc American Depositary Receipt
-2.19%
-$30,276.44 
TSLX Sixth Street Specialty Lending Inc.
-2.1%
-$8,653.68 
PANW Palo Alto Networks, Inc.
-2.01%
-$39,825.33 
CI The Cigna Group
-1.94%
-$167,394.9 
AMAT Applied Materials, Inc.
-1.88%
-$17,762.71 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.3%
-$5,014.5 
MU Micron Technology, Inc.
-1.17%
-$17,769.8 
UNH UnitedHealth Group Incorporated
-1.16%
-$193,833.74 
GOF Guggenheim Strategic Opportunities Fund
-1.13%
-$1,858.32 
MO Altria Group, Inc.
-1.12%
-$71,638.48 
ABBV AbbVie Inc.
-1.09%
-$103,720.77 
LLY Eli Lilly and Company
-1.05%
-$8,568.42 
GH Guardant Health Inc.
-1.01%
-$20,266.27 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-0.99%
-$11,814.27 
JD JD.com Inc.
-0.92%
-$25,819.08 
USA Liberty All Star Equity Fund
-0.86%
-$6,712.65 
NVS Novartis AG Sponsored ADR
-0.51%
-$10,112 
TVIVU Texas Ventures Acquisition I Corp.
-0.2%
-$200 
HHH Howard Hughes Holdings Inc.
-0.18%
-$1,324.92 
BINC iShares Flexible Income Active ETF
-0.15%
-$4,063.49 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.12%
-$1,455.08 
VECA Vernal Capital Acquisition Corp.
-0.1%
-$100 
JULZ TrueShares Structured Outcome July Fund
-0.07%
-$15,251.15 
CSQ Calamos Strategic Total Return Fund
-0.05%
-$356.65 
HD The Home Depot, Inc.
-0.04%
-$4,379.84 
DECZ TrueShares Structured Outcome December ETF
-0.04%
-$10,435.39 
OCTZ Trueshares Structured Outcome ETF October
-0.01%
-$3,589.22 
JANZ TrueShares Structured Outcome January Fund
-0.01%
-$2,963.26 
APRZ TrueShares Structured Outcome (April) Fund
-0.01%
-$1,297.56 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.01%
-$81.53 
AUGZ TrueShares Structured Outcome August ETF
0%
-$480.5 
LKSP Lake Superior Acquisition Corp.
0%
-$3.77 Events
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Dividends
Dividend Analysis
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| Trades 1770 | Longs Won 835/1770 47% | Profit Factor 2.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $268,853.43 |
| Average Win $157,017.06 | Best Trade (Jul 23) $2.59M | Sharpe Ratio -9.31 |
| Average Loss -$54,640.9 | Worst Trade (Mar 30) -$1.65M | Z-Score -9.86 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 3d | Expectancy $45,470.36 |
| 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 | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Kyle Bubeck?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $5.21M, NVIDIA Corporation - $4.97M, British American Tobacco p.l.c. ADR - $4.94M, NRG Energy, Inc - $4.01M, and CRH plc - $2.64M. 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: UnitedHealth Group Incorporated - $2.54M, Novo Nordisk A/S Sponsored ADR - $2.15M, The Clorox Company - $1.57M, International Seaways Inc - $1.57M, and Nordic American Tankers Ltd - $1.44M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle Bubeck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $36.15M earned over time. The largest contributors to dividend income include British American Tobacco p.l.c. ADR - $1.43M, Verizon Communications Inc - $1.43M, MPLX LP - $1.09M, TrueShares Structured Outcome July Fund - $968,868.55, and Philip Morris International Inc - $930,387.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle Bubeck's monthly returns?
Kyle Bubeck's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kyle Bubeck's strategy be considered aggressive or moderate?
Kyle Bubeck's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kyle Bubeck's strategy?
Kyle Bubeck's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
