Amy Taylor Portfolio
Invests via Pingora Partners LLC | Managed by Amy Taylor
Invests via Pingora Partners LLC
Managed by Amy Taylor
Automatically Tracked
Amy Taylor Profile
Sector-focused venture investor and operator with experience sourcing and scaling enterprise SaaS and fintech companies. Amy Taylor combines prior operating roles in product and go-to-market with investment experience across seed to growth rounds, advising boards on commercial strategy and fundraising. Background includes business school and early-stage startup leadership, with emphasis on value creation through revenue operations, customer expansion and strategic M&A for portfolio exits.
Sector-focused venture investor and operator with experience sourcing and scaling enterprise SaaS and fintech companies. Amy Taylor combines prior operating roles in product and go-to-market with investment experience across seed to growth rounds, advising boards on commercial strategy and fundraising. Background includes business school and early-stage startup leadership, with emphasis on value creation through revenue operations, customer expansion and strategic M&A for portfolio exits.
Investment Philosophy & Strategy
Operator-investor focused on sector-specialist venture allocations in enterprise SaaS and fintech, prioritizing businesses with clear go-to-market leverage and scalable revenue operations. Pursues seed-to-growth stakes where operational playbooks—product-market fit, customer expansion, and repeatable sales motions—can be activated. Capital deployment favors concentrated, active positions paired with board or advisor roles to drive commercial scale and strategic M&A outcomes. Time horizon is growth-oriented with pragmatic exit discipline and emphasis on de-risking via revenue momentum and unit economics.
Operator-investor focused on sector-specialist venture allocations in enterprise SaaS and fintech, prioritizing businesses with clear go-to-market leverage and scalable revenue operations. Pursues seed-to-growth stakes where operational playbooks—product-market fit, customer expansion, and repeatable sales motions—can be activated. Capital deployment favors concentrated, active positions paired with board or advisor roles to drive commercial scale and strategic M&A outcomes. Time horizon is growth-oriented with pragmatic exit discipline and emphasis on de-risking via revenue momentum and unit economics.
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:
79.85%
Gain +1.44%
Monthly
1.92%
Yearly
25.75%
Drawdown
30.9%
$163.73M
Equity
Holdings
$163.73M
Investment
$121.11M
$89.38M
Profit +$2.89M
Realized
$46.77M
Unrealized
$42.61M
Dividends
$8.42M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.44%
Profit
$2.89M
Win %
60%
This Week
Compared To Last Week
Gain
1.8%
Profit
$2.89M
Win %
60%
This Month
Compared to last month
Gain
-2.9%
Profit
-$4.88M
Win %
60%
This Year
Compared to last year
Gain
-2.94%
Profit
-$4.96M
Win %
62%
DELL Dell Technologies Inc.
+10.5%
+$16,976 
ASPSW Altisource Portfolio Solutions S.A. Net Settle Stakeholder Warrant
+8.61%
+$1,085.7 
FTAI FTAI Aviation Ltd.
+5.26%
+$2.11M 
ASPS Altisource Portfolio Solutions S.A.
+4.54%
+$725 
NWL Newell Brands Inc.
+4.42%
+$7,000.51 
FIP FTAI Infrastructure Inc.
+4.07%
+$359,214.28 
EXE Expand Energy Corporation
+3.93%
+$1,740 
METCB Ramaco Resources Inc. Class B Common Stock
+3.82%
+$5,783.18 
SCYX Scynexis, Inc.
+3.7%
+$225 
CEG Constellation Energy Corporation
+3.49%
+$458 
HON Honeywell International Inc.
+3.3%
+$3,362.37 
CRGY Crescent Energy Inc.
+3.26%
+$401,993.64 
HTZ Hertz Global Holdings, Inc.
+3.24%
+$6,162 
B BARRICK MINING CORP Common Stock (ABR0)
+3.07%
+$1,115 
SOLS Sollensys Corp
+3.06%
+$406.64 
NOG Northern Oil and Gas Inc.
+3.04%
+$7,049 
T AT&T Inc.
+3.03%
+$87,949.12 
SLV iShares Silver Trust
+3.02%
+$2,295.15 
PTEN Patterson-UTI Energy Inc.
+2.9%
+$43,202.33 
SRE Sempra
+2.72%
+$984 
PVL Permianville Royalty Trust
+2.59%
+$48,399.21 
DE Deere & Company
+2.44%
+$3,572.5 
LYB LyondellBasell Industries N.V.
+2.39%
+$613.2 
DVN Devon Energy Corporation
+2.38%
+$16,580.58 
FCX Freeport-McMoRan Inc.
+2.33%
+$59,553.4 
NFLX Netflix, Inc.
+2.33%
+$2,400 
ETR Entergy Corporation
+2.23%
+$650 
CWH Camping World Holdings Inc.
+2.18%
+$6,006 
OXY Occidental Petroleum Corporation
+2.14%
+$968 
UL Unilever PLC Sponsored American Depositary Receipt
+2.08%
+$1,563.54 
MMM 3M Company
+2.04%
+$3,839.01 
BORR Borr Drilling Ltd.
+2.03%
+$8,534 
GPC Genuine Parts Company
+2.02%
+$482 
NI NiSource Inc.
+1.98%
+$252 
AEP American Electric Power Company, Inc.
+1.86%
+$935.55 
BHP BHP Group Ltd.
+1.82%
+$1,047.28 
MRK Merck & Co., Inc.
+1.76%
+$28,591.38 
TTE TotalEnergies SE
+1.64%
+$286.33 
MDLZ Mondelez International, Inc.
+1.6%
+$960 
GILD Gilead Sciences Inc.
+1.6%
+$1,040 
SHEL Shell plc
+1.58%
+$14,034.6 
IAU iShares Gold Trust
+1.56%
+$936.88 
WMB The Williams Companies, Inc.
+1.53%
+$201.6 
METC Ramaco Resources, Inc.
+1.52%
+$1,548 
MLI Mueller Industries Inc.
+1.48%
+$7,360 
KHC The Kraft Heinz Company
+1.47%
+$34,104.24 
FDX FedEx Corporation
+1.46%
+$2,302.5 
EOG EOG Resources, Inc.
+1.46%
+$616.55 
SJT San Juan Basin Royalty Trust
+1.43%
+$4,726.99 
JNJ Johnson & Johnson
+1.41%
+$17,625.66 
NEE NextEra Energy, Inc.
+1.41%
+$3,100 
PH Parker-Hannifin Corporation
+1.38%
+$729.3 
FE FirstEnergy Corp.
+1.36%
+$178.2 
KRP Kimbell Royalty Partners, LP
+1.36%
+$41,302.58 
XOM Exxon Mobil Corporation
+1.36%
+$32,970.14 
PG Procter & Gamble Co
+1.31%
+$7,044.75 
ET Energy Transfer L.P.
+1.31%
+$42,954.91 
D Dominion Energy, Inc.
+1.3%
+$213.85 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+1.23%
+$719.95 
CCI Crown Castle Inc.
+1.21%
+$370 
GIS General Mills, Inc.
+1.17%
+$10,792.35 
EPD Enterprise Products Partners L.P.
+1.17%
+$1,125 
MPLX MPLX LP
+1.04%
+$17,831.57 
AMGN Amgen Inc.
+1.04%
+$895.35 
DIS The Walt Disney Company
+1.02%
+$9,722.58 
CVX Chevron Corporation
+0.97%
+$10,828.88 
TJX The TJX Companies, Inc.
+0.94%
+$1,498.65 
SNY Sanofi American Depositary Receipt
+0.94%
+$211.15 
TT Trane Technologies plc
+0.93%
+$1,003.95 
ABT Abbott Laboratories
+0.92%
+$1,518 
AMLP Alerian MLP ETF
+0.92%
+$3,929 
MWA Mueller Water Products Inc.
+0.91%
+$450 
AKAM Akamai Technologies Inc.
+0.86%
+$13,021.56 
EMR Emerson Electric Co.
+0.85%
+$1,309.01 
CPRI Capri Holdings Ltd.
+0.85%
+$270 
KO The Coca-Cola Company
+0.83%
+$1,360 
CSCO Cisco Systems, Inc.
+0.83%
+$17,525.85 
DINO HF Sinclair Corporation
+0.83%
+$43,684.8 
GE General Electric Company
+0.82%
+$351.25 
UPS United Parcel Service, Inc.
+0.82%
+$318.25 
VOE Vanguard Mid-Cap Value ETF
+0.81%
+$127.14 
BMY Bristol-Myers Squibb Company
+0.8%
+$16,588.95 
BA Boeing Company
+0.8%
+$24,398.28 
TSCO Tractor Supply Company
+0.79%
+$235 
TMUS T-Mobile US, Inc.
+0.76%
+$496.8 
AFL Aflac Inc.
+0.74%
+$3,640 
CI The Cigna Group
+0.72%
+$2,496.01 
AMD Advanced Micro Devices, Inc.
+0.69%
+$6,675.92 
PSA Public Storage Common Stock
+0.67%
+$1,456 
GEHC GE HealthCare Technologies Inc.
+0.63%
+$78 
HD The Home Depot, Inc.
+0.63%
+$2,408.16 
BKH Black Hills Corporation
+0.62%
+$460 
IWS iShares Russell Mid-Cap Value ETF
+0.6%
+$75 
PEP PepsiCo, Inc.
+0.58%
+$1,858.74 
PAA Plains All American Pipeline, L.P.
+0.58%
+$1,684.62 
KMI Kinder Morgan, Inc.
+0.57%
+$9,851.25 
MET MetLife Inc.
+0.54%
+$85 
GOOG Alphabet Inc
+0.53%
+$4,422.35 
PFE Pfizer Inc.
+0.52%
+$11,636.3 
AZN AstraZeneca PLC American Depositary Shares
+0.45%
+$95.62 
CBRL Cracker Barrel Old Country Store, Inc.
+0.45%
+$4,500 
MO Altria Group, Inc.
+0.44%
+$320 
RVT Royce Small-Cap Trust, Inc.
+0.43%
+$293.41 
MDY SPDR S&P MidCap 400 ETF Trust
+0.41%
+$859.5 
EW Edwards Lifesciences Corporation
+0.41%
+$172.5 
GOOGL Alphabet Inc
+0.36%
+$3,187.53 
BRK-B Berkshire Hathaway Inc.
+0.35%
+$1,112.84 
ABBV AbbVie Inc.
+0.28%
+$1,244.63 
PFG Principal Financial Group, Inc.
+0.28%
+$310 
CAT Caterpillar Inc.
+0.28%
+$1,856.27 
EQIX Equinix, Inc.
+0.26%
+$66.75 
ORCL Oracle Corporation
+0.26%
+$1,511.24 
MCD McDonald's Corporation
+0.22%
+$1,932.56 
ACN Accenture plc Class A
+0.21%
+$2,037.25 
JPM JPMorgan Chase & Co.
+0.2%
+$253.12 
BX Blackstone Inc.
+0.18%
+$149.5 
ZTS Zoetis Inc.
+0.13%
+$15.5 
IYH iShares U.S. Healthcare ETF
+0.08%
+$268.73 
IBM International Business Machines Corporation
+0.08%
+$1,291.2 
TGT Target Corporation
+0.07%
+$254.1 
VNQ Vanguard Real Estate ETF
+0.06%
+$90 
PWR Quanta Services Inc.
+0.05%
+$96.25 
DSGR Distribution Solutions Group, Inc.
+0.04%
+$177 
MDT Medtronic plc
+0.01%
+$45 
CTRA Coterra Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PATH Uipath Inc.
-9.26%
-$26,202.5 
GEV GE Vernova Inc.
-6.88%
-$2,301.44 
DOCU DocuSign Inc.
-4.16%
-$9,073 
PLTR Palantir Technologies Inc.
-4.13%
-$1,371.25 
COIN Coinbase Global, Inc.
-2.96%
-$45,066.59 
BKD Brookdale Senior Living Inc.
-2.73%
-$19,920 
ROP Roper Technologies Inc.
-2.71%
-$333.02 
RH RH
-2.36%
-$1,278 
META Meta Platforms Inc Class A
-2.14%
-$50,246.32 
NKE Nike, Inc. - Class B
-2.1%
-$630 
BCDA BioCardia, Inc.
-1.82%
-$600.42 
PANW Palo Alto Networks, Inc.
-1.8%
-$1,729.7 
MSFT Microsoft Corp.
-1.77%
-$25,365.9 
LVO LiveOne, Inc.
-1.64%
-$1,587.78 
ADBE Adobe Inc.
-1.62%
-$607.2 
GEN Gen Digital Inc.
-1.59%
-$332 
UBER Uber Technologies, Inc.
-1.52%
-$564.2 
SYM Symbotic Inc. Class A
-1.45%
-$620 
BBBY Bed Bath & Beyond Inc.
-1.44%
-$622.5 
NET Cloudflare Inc.
-1.42%
-$1,932.5 
AAL American Airlines Group Inc.
-1.41%
-$1,075 
BABA Alibaba Group Holding Limited SP ADR
-1.35%
-$56,923.96 
LLY Eli Lilly and Company
-1.28%
-$24,064.05 
OKTA Okta Inc.
-1.21%
-$10,978.26 
PLD Prologis Inc.
-1.14%
-$153.45 
TDAY USA TODAY Co., Inc.
-1.05%
-$22,829.67 
AMZN Amazon.com Inc
-1.04%
-$20,219.46 
NVO Novo Nordisk A/S Sponsored ADR
-0.99%
-$882 
TGTX TG Therapeutics, Inc.
-0.98%
-$1,431 
CNDT Conduent Inc.
-0.97%
-$673.8 
SNPS Synopsys, Inc.
-0.88%
-$309.6 
AAPL Apple Inc.
-0.83%
-$24,007.53 
ENVX Enovix Corporation
-0.83%
-$623.96 
VTRS Viatris Inc.
-0.82%
-$113.25 
VRTX Vertex Pharmaceuticals Incorporated
-0.81%
-$255.45 
SBSI Southside Bancshares Inc.
-0.81%
-$17,288.6 
INDA ISHARES MSCI INDIA ETF
-0.73%
-$3,184.35 
WMT Walmart Inc.
-0.68%
-$226.5 
PYPL PayPal Holdings Inc
-0.68%
-$1,190.54 
NNDM Nano Dimension Ltd.
-0.67%
-$140 
NFE New Fortress Energy Inc.
-0.59%
-$2,190.74 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$613.2 
MA Mastercard Incorporated
-0.53%
-$212.25 
AVGO Broadcom Inc.
-0.46%
-$440 
TSLA Tesla, Inc.
-0.4%
-$527.85 
PAYX Paychex Inc.
-0.35%
-$390 
ADP Automatic Data Processing Inc.
-0.34%
-$1,360 
HIG The Hartford Insurance Group, Inc.
-0.3%
-$77.4 
C Citigroup Inc.
-0.29%
-$1,599 
SPGI S&P Global Inc.
-0.24%
-$72.1 
MU Micron Technology, Inc.
-0.23%
-$4,175.84 
UNP Union Pacific Corporation
-0.18%
-$416 
TLT iShares 20+ Year Treasury Bond ETF
-0.13%
-$220 
STE STERIS plc
-0.12%
-$43.68 
V Visa Inc. Class A
-0.12%
-$99.88 
CTAS Cintas Corporation
-0.11%
-$43 
TMO Thermo Fisher Scientific Inc.
-0.09%
-$28.2 
COST Costco Wholesale Corporation
-0.07%
-$39.06 
NVDA NVIDIA Corporation
-0.05%
-$272.23 
NXPI NXP Semiconductors N.V.
-0.03%
-$10 Events
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Dividends
Dividend Analysis
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| Trades 940 | Longs Won 582/940 61% | Profit Factor 5.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $191,555.69 | Best Trade (Jul 22) $32.58M | Sharpe Ratio -13.4 |
| Average Loss -$61,740.37 | Worst Trade (Jul 22) -$9.84M | Z-Score -2.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $95,087.61 |
| 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% | 0.02% | 0.3% | 2.66% | 18.05% |
| Consecutive Losing Trades | 2,653 | 2,387 | 2,122 | 1,857 | 1,592 | 1,326 | 1,061 | 796 | 531 | 265 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Amy Taylor?
The largest contributions to the portfolio's profits come from the following stocks: FTAI Aviation Ltd - $46.24M, FTAI Infrastructure Inc - $1.49M, Brookdale Senior Living Inc - $1.09M, Crescent Energy Inc - $1.02M, and Micron Technology, Inc - $603,990.74. 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: Walgreens Boots Alliance Inc - $1.03M, New Fortress Energy Inc - $757,294.96, Intel Corporation - $294,915.37, Boeing Company - $249,339.98, and Hertz Global Holdings, Inc - $117,724.31. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Amy Taylor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.42M earned over time. The largest contributors to dividend income include Crescent Energy Inc - $1.49M, FTAI Aviation Ltd - $1.19M, FTAI Infrastructure Inc - $491,432.85, Energy Transfer L.P - $418,154.17, and AT&T Inc - $349,153.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Amy Taylor's monthly returns?
Amy Taylor'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 Amy Taylor's strategy be considered aggressive or moderate?
Amy Taylor's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Amy Taylor's strategy?
Amy Taylor's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
