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:
31.98%
Gain +0.55%
Monthly
0.86%
Yearly
10.81%
Drawdown
17.75%
$794.64M
Equity
Holdings
$794.64M
Investment
$738.16M
$106.12M
Profit +$1.9M
Realized
$49.65M
Unrealized
$56.47M
Dividends
$37.22M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.9M
Win %
66%
This Week
Compared To Last Week
Gain
0.24%
Profit
$1.9M
Win %
66%
This Month
Compared to last month
Gain
-0.4%
Profit
-$3.18M
Win %
66%
This Year
Compared to last year
Gain
0.93%
Profit
$7.28M
Win %
65%
AFJKR Aimei Health Technology Co., Ltd.
+36.24%
+$574.2 
SUMAR Suma Acquisition Corp Right
+15.94%
+$537 
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$352,064.04 
PANW Palo Alto Networks, Inc.
+14.01%
+$268,575.07 
IOT Samsara Inc. Class A Common Stock
+11.78%
+$210,889.64 
SCIIR SC II Acquisition Corp. Right
+9.94%
+$249.78 
NET Cloudflare Inc.
+8.53%
+$258,827.04 
SDGR Schrödinger, Inc.
+8.36%
+$116,446.83 
MYXXW Maywood Acquisition Corp. 2 Warrants
+5.88%
+$47 
GH Guardant Health Inc.
+5.74%
+$118,966.4 
MDB MongoDB Inc.
+5.57%
+$100,294.65 
DDOG Datadog, Inc. Class A Common Stock
+4.47%
+$74,073.9 
GSK GSK plc Sponsored ADR
+4.27%
+$223,787.45 
HCACR Hall Chadwick Acquisition Corp. Right
+3.95%
+$135.55 
BTI British American Tobacco p.l.c. ADR
+3.78%
+$539,487.52 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.69%
+$103,244.67 
CI The Cigna Group
+3.39%
+$282,553.3 
GOOG Alphabet Inc
+2.97%
+$46,924.15 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$80,282.97 
MO Altria Group, Inc.
+2.32%
+$139,782.4 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$63,833.28 
LLY Eli Lilly and Company
+2.04%
+$15,685.73 
UPS United Parcel Service, Inc.
+2.01%
+$232,116.18 
CME CME Group Inc.
+1.73%
+$181,635.84 
ABBV AbbVie Inc.
+1.73%
+$164,470.92 
PM Philip Morris International Inc.
+1.7%
+$277,554.77 
NVS Novartis AG Sponsored ADR
+1.65%
+$28,992 
SNY Sanofi American Depositary Receipt
+1.57%
+$84,332.23 
TSLX Sixth Street Specialty Lending Inc.
+1.54%
+$6,610.45 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.45%
+$59,043.2 
VZ Verizon Communications Inc.
+1.4%
+$234,413.6 
UNH UnitedHealth Group Incorporated
+1.32%
+$192,872.04 
SNOW Snowflake Inc.
+1.27%
+$31,726.76 
AMX América Móvil, S.A.B. de C.V.
+1.25%
+$47,875.44 
AIG American International Group Inc.
+1.2%
+$90,473.4 
HD The Home Depot, Inc.
+1%
+$90,219.02 
JD JD.com Inc.
+0.91%
+$22,591.79 
ABT Abbott Laboratories
+0.87%
+$51,182.12 
GPCR Structure Therapeutics Inc.
+0.62%
+$8,064 
MYX Maywood Acquisition Corp. 2
+0.6%
+$600 
JNJ Johnson & Johnson
+0.58%
+$77,729.1 
PG Procter & Gamble Co
+0.52%
+$25,257.77 
IGAC Invest Green Acquisition Corporation
+0.5%
+$684.3 
JRS Nuveen Real Estate Income Fund
+0.4%
+$470.76 
SOCA Solarius Capital Acquisition Corp.
+0.39%
+$582.5 
HSY The Hershey Company
+0.35%
+$29,675.36 
PSUS Pershing Square USA Ltd.
+0.34%
+$9,622.47 
ATO Atmos Energy Corporation
+0.3%
+$19,008 
VIV Telefonica Brasil S.A. ADR
+0.29%
+$10,721.02 
SUMA Suma Acquisition Corp
+0.29%
+$408.62 
BWIV Blue Water Acquisition Corp. IV Class A
+0.2%
+$200 
UNP Union Pacific Corporation
+0.18%
+$11,810.24 
KMI Kinder Morgan, Inc.
+0.11%
+$4,604.56 
ITHA ITHAX Acquisition Corp III
+0.1%
+$486.55 
RFAM RF Acquisition Corp III
+0.1%
+$487.1 
MLAA Mountain Lake Acquisition Corp.
+0.1%
+$110.31 
VECA Vernal Capital Acquisition Corp.
+0.1%
+$100 
LKSP Lake Superior Acquisition Corp.
+0.1%
+$376.97 
NPAC New Providence Acquisition Corp.
+0.1%
+$142.09 
DRDB Roman DBDR Acquisition Corp
+0.09%
+$951 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.08%
+$363.37 
LEGO Legato Merger Corp.
+0.05%
+$71.94 
PEP PepsiCo, Inc.
+0.04%
+$3,003.7 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$740.7 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$2,501.76 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PONO Pono Capital Corp.
0%
$0 
KVACW Keen Vision Acquisition Corp. Warrant
0%
$0 
GRAF Graf Global Corp.
0%
$0 
GIX GigCapital9 Corp.
0%
$0 
UCFIW UCFIW
0%
$0 
BIXI Bitcoin Infrastructure Acquisition Corp Ltd. Class A Ordinary Shares
0%
$0 
IGACR Invest Green Acquisition Corporation Rights
0%
$0 
SCII SC II Acquisition Corp.
0%
$0 
AEAQ Activate Energy Acquisition Corp.
0%
$0 
ZKP Lafayette Digital Acquisition Corp. I
0%
$0 GRAF
GRAFWS
0%
$0 EVAC
EVAC
0%
$0 FSSL
FSSL
0%
$0 
UAC United Acquisition Corp. I
0%
$0 
SSAC SPACSphere Acquisition Corp.
0%
$0 
GAB Gabelli Equity Trust Inc.
0%
$0 
XFLH XFLH Capital Corporation
0%
$0 QBUL
QBUL
0%
$0 QBER
QBER
0%
$0 
GLED GalaxyEdge Acquisition Corp
0%
$0 
QRED QuasarEdge Acquisition Corporation
0%
$0 
WENC West Enclave Merger Corp.
0%
$0 
SAGU Shreya Acquisition Group
0%
$0 HCAC
HCAC
0%
$0 KTWO
KTWO
0%
$0 
FWACU Futurewave Acquisition Corporation Unit
0%
$0 VECA
VECART
0%
$0 WENC
WENCRT
0%
$0 
NOK Nokia Corporation Sponsored ADR
-12.71%
-$339,868.85 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.92%
-$101,060.4 
APURR Aperture AC Rights
-10.81%
-$400 
ARM Arm Holdings plc American Depositary Receipt
-9.01%
-$114,122.43 
RDACR Rising Dragon Acquisition Corp.
-8.26%
-$90 
SPEGR Silver Pegasus Acquisition Corp. Right
-7.5%
-$150.01 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$101,628.47 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$359,953.03 
AMAT Applied Materials, Inc.
-6.73%
-$51,349.81 
ENRDW Einride AB Warrant
-6.25%
-$200.52 
VICR Vicor Corporation
-5.72%
-$59,169.64 
AVGO Broadcom Inc.
-4.79%
-$80,884.35 
MU Micron Technology, Inc.
-4.76%
-$72,826.34 
ADI Analog Devices, Inc.
-4.53%
-$58,069.9 
SNDK SanDisk Corporation
-4.42%
-$56,549.93 
GS The Goldman Sachs Group, Inc.
-3.97%
-$306,143.8 
AMD Advanced Micro Devices, Inc.
-3.9%
-$63,223.9 
GIXXR GigCapital9 Corp. Rights
-3.45%
-$115 
YICCU Yorkville International Capital Corp. Units
-3.43%
-$3,600 
MYXXR Maywood Acquisition Corp. 2
-3.38%
-$70 
BIPC Brookfield Infrastructure Partners L.P.
-3.3%
-$208,407.43 
UBS UBS Group AG
-2.97%
-$109,145.88 
CWEN Clearway Energy Inc.
-2.89%
-$9,025.2 
NVDA NVIDIA Corporation
-2.85%
-$47,289.07 
BTX BlackRock Technology and Private Equity Fund
-2.31%
-$6,521.87 
BSTZ BlackRock Science and Technology Term Trust
-2.08%
-$41,328.37 
RIO Rio Tinto Plc Sponsored ADR
-2.03%
-$106,790.4 
TXN Texas Instruments Inc
-1.96%
-$86,670.88 
PFN PIMCO Income Strategy Fund II
-1.88%
-$6,238.62 
GOF Guggenheim Strategic Opportunities Fund
-1.85%
-$2,632.62 
CSQ Calamos Strategic Total Return Fund
-1.61%
-$11,947.77 
PCG PG&E Corporation
-1.49%
-$2,823.47 
NHS Neuberger High Yield Strategies Fund Inc.
-1.45%
-$2,664.49 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.43%
-$5,365.52 
MPLX MPLX LP
-1.39%
-$221,122.79 
RTX RTX Corporation
-1.32%
-$113,272.65 
GLQ Clough Global Equity Fund
-1.26%
-$21,736.2 
GLV Clough Global Dividend and Income Fund
-1.23%
-$5,213.41 
BRW Saba Capital Income & Opportunities Fund
-1.17%
-$4,489.12 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$56,716.7 
GLO Clough Global Opportunities Fund
-1.07%
-$12,773.04 
PFO Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
-1.06%
-$2,141.01 
SPE Special Opportunities Fund
-1.05%
-$2,428.72 
RVT Royce Small-Cap Trust, Inc.
-1.01%
-$14,371.02 
HHH Howard Hughes Holdings Inc.
-1.01%
-$6,845.42 
QCOM QUALCOMM Incorporated
-0.99%
-$36,817.21 
TVIVU Texas Ventures Acquisition I Corp.
-0.98%
-$1,000 
RMT Royce Micro-Cap Trust, Inc.
-0.97%
-$14,817.66 
CVX Chevron Corporation
-0.94%
-$129,867.98 
SABA Saba Capital Income & Opportunities Fund II
-0.92%
-$18,309.67 
DHY Credit Suisse High Yield Bond Fund
-0.89%
-$1,711.21 
AEP American Electric Power Company, Inc.
-0.84%
-$77,748.32 
CPZ Calamos Long/Short Equity & Dynamic Income Trust
-0.8%
-$9,542.3 
OTF Blue Owl Technology Finance Corp.
-0.75%
-$6,917.36 
BMEZ BlackRock Health Sciences Trust II
-0.7%
-$10,183.94 
NEE NextEra Energy, Inc.
-0.69%
-$84,524.73 
TTE TotalEnergies SE
-0.69%
-$40,067.37 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-0.63%
-$10,754.52 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.62%
-$11,601.91 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.6%
-$5,802.95 
WLCOU Wilco 63 Corporation Unit
-0.6%
-$600 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.55%
-$6,547.86 
BP BP p.l.c. Sponsored ADR
-0.48%
-$20,960.75 
IBN ICICI Bank Limited Sponsored ADR
-0.48%
-$12,891.34 
BIT BlackRock Multi-Sector Income Trust
-0.47%
-$1,364.49 
MARZ TrueShares Structured Outcome March Fund
-0.39%
-$114,989.35 
MGF MFS Government Markets Income Trust
-0.36%
-$218.56 
OCTZ Trueshares Structured Outcome ETF October
-0.35%
-$84,244 
APRZ TrueShares Structured Outcome (April) Fund
-0.32%
-$85,055.19 
MAYZ TSLXQ May Outcome ETF
-0.31%
-$88,318.35 
JANZ TrueShares Structured Outcome January Fund
-0.29%
-$72,599.87 
FSCO FS Credit Opportunities Corp.
-0.29%
-$2,458.16 
FEBZ TrueShares Structured Outcome ETF
-0.29%
-$77,467.86 
AUGZ TrueShares Structured Outcome August ETF
-0.26%
-$57,756.34 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.24%
-$4,082.82 
DECZ TrueShares Structured Outcome December ETF
-0.23%
-$57,278.71 
SWZ Total Return Securities Fund
-0.17%
-$101.89 
SEPZ TrueShares Structured Outcome September ETF
-0.16%
-$36,981.19 
OBDC Blue Owl Capital Corporation
-0.14%
-$456.19 
BINC iShares Flexible Income Active ETF
-0.13%
-$3,301.55 
BSL Blackstone Senior Floating Rate Fund
-0.12%
-$1,208.37 
CCAP Crescent Capital BDC, Inc.
-0.1%
-$178.47 
TRAD APEX Tech Acquisition Inc.
-0.1%
-$2,012.61 
BHAV BHAV Acquisition Corp
-0.1%
-$115.4 
APUR Aperture AC
-0.1%
-$100 
FERA Fifth Era Acquisition Corp.
-0.1%
-$509.3 
JUNZ TrueShares Structured Outcome June ETF
-0.09%
-$22,752.45 
USA Liberty All Star Equity Fund
-0.09%
-$671.26 
PBR Petrobras S.A. Sponsored ADR
-0.07%
-$4,813.11 
JULZ TrueShares Structured Outcome July Fund
-0.07%
-$13,772.25 
BHAVR Bhav Acquisition Corp. Right
-0.05%
-$1 
NOVZ TrueShares Structured Outcome November ETF
0%
-$175.41 Events
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Dividends
Dividend Analysis
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| Trades 1770 | Longs Won 966/1770 54% | Profit Factor 2.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $755,374.19 |
| Average Win $184,621.35 | Best Trade (Mar 30) $29.16M | Sharpe Ratio -9.31 |
| Average Loss -$89,826.2 | Worst Trade (Mar 30) -$3.79M | Z-Score 1.82 (93.09%) |
| Commissions $0 | Avg. Trade Length 7m 3w 3d | Expectancy $59,957.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 37,043 | $7.86M | $9.69M | - | $1.83M | 23.32% | +1.727% |
| ABT Abbott Laboratories | 57,508 | $5.22M | $5.91M | - | $695,846.72 | 13.33% | +0.873% |
| ADI Analog Devices, Inc. | 3,386 | $1.34M | $1.22M | - | -$120,338.82 | -8.95% | -4.528% |
| AEAQ Activate Energy Acquisition Corp. | 14,388 | $142,297.32 | $145,031.04 | - | $2,733.72 | 1.92% | 0.0 |
| AEP American Electric Power Company, Inc. | 74,758 | $7.55M | $9.14M | - | $1.59M | 21.1% | -0.843% |
| AFJKR Aimei Health Technology Co., Ltd. | 14,391 | $4,317 | $2,158.65 | - | -$2,158.35 | -50% | +36.24% |
| AIG American International Group Inc. | 100,526 | $7.96M | $7.66M | - | -$292,720.77 | -3.68% | +1.195% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 3,178 | $1.54M | $824,436.76 | - | -$710,601.24 | -46.29% | -10.92% |
| AMAT Applied Materials, Inc. | 1,671 | $1.21M | $711,444.96 | - | -$496,688.04 | -41.11% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 3,140 | $529,366.98 | $1.56M | - | $1.03M | 194.21% | -3.901% |
| AMX América Móvil, S.A.B. de C.V. | 167,984 | $3.71M | $3.88M | - | $173,600.4 | 4.68% | +1.248% |
| APRZ TrueShares Structured Outcome (April) Fund | 648,781 | $25.46M | $26.15M | - | $690,630.43 | 2.71% | -0.324% |
| APUR Aperture AC | 10,000 | $99,000 | $100,200 | - | $1,200 | 1.21% | -0.1% |
| APURR Aperture AC Rights | 10,000 | $1,601 | $3,300 | - | $1,699 | 106.12% | -10.811% |
| ARM Arm Holdings plc American Depositary Receipt | 4,783 | $608,787.19 | $1.15M | - | $543,581 | 89.29% | -9.011% |
| ASML ASML Holding N.V. New York Registry Shares | 3,052 | $2.86M | $4.82M | - | $1.96M | 68.38% | -6.945% |
| ATO Atmos Energy Corporation | 38,400 | $7.03M | $6.29M | - | -$745,219.94 | -10.6% | +0.303% |
| AUGZ TrueShares Structured Outcome August ETF | 480,502 | $21.24M | $22.04M | - | $793,220.66 | 3.73% | -0.261% |
| AVGO Broadcom Inc. | 4,670 | $1.61M | $1.61M | - | -$1,079.86 | -0.07% | -4.785% |
| AZN AstraZeneca PLC American Depositary Shares | 18,998 | $3.6M | $3.11M | - | -$495,658.06 | -13.76% | +2.098% |
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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: Distoken Acquisition Corp Right - $29.16M, Citigroup Inc - $5.21M, NVIDIA Corporation - $4.97M, British American Tobacco p.l.c. ADR - $4.87M, and NRG Energy, Inc - $4.01M. 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: Quantum FinTech Acquisition Corporation - $3.79M, UnitedHealth Group Incorporated - $2.54M, Novo Nordisk A/S Sponsored ADR - $1.9M, The Clorox Company - $1.57M, and Nordic American Tankers Ltd - $1.57M. 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 $37.22M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $1.66M, MPLX LP - $1.37M, British American Tobacco p.l.c. ADR - $1.37M, TrueShares Structured Outcome July Fund - $968,868.55, and Philip Morris International Inc - $821,618.09. 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.
