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:
81.86%
Gain +0.81%
Monthly
1.87%
Yearly
24.84%
Drawdown
30.88%
$165.24M
Equity
Holdings
$165.24M
Investment
$123.67M
$90.89M
Profit +$1.52M
Realized
$49.32M
Unrealized
$41.57M
Dividends
$9.11M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.81%
Profit
$1.52M
Win %
62%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$1.93M
Win %
62%
This Month
Compared to last month
Gain
-0.2%
Profit
-$322,541.76
Win %
62%
This Year
Compared to last year
Gain
-3.18%
Profit
-$5.43M
Win %
65%
AMD Advanced Micro Devices, Inc.
+6.49%
+$54,307.92 
FCX Freeport-McMoRan Inc.
+5.55%
+$163,983.6 
ENVX Enovix Corporation
+5%
+$2,589.43 
NWL Newell Brands Inc.
+4.62%
+$27,652.92 
SJT San Juan Basin Royalty Trust
+4.39%
+$17,557.41 
FRVO Fervo Energy Co.
+4.29%
+$780 
SPCX Space Exploration Technologies Corp. Class A
+3.46%
+$3,141.62 
PWR Quanta Services Inc.
+3.42%
+$5,639.05 
GEV GE Vernova Inc.
+3.19%
+$930.93 
ASPS Altisource Portfolio Solutions S.A.
+3.19%
+$450 
CRGY Crescent Energy Inc.
+3.12%
+$485,095.04 
DINO HF Sinclair Corporation
+3.05%
+$179,654.2 
ASML ASML Holding N.V. New York Registry Shares
+3.02%
+$3,109.8 
NET Cloudflare Inc.
+2.96%
+$4,130 
PTEN Patterson-UTI Energy Inc.
+2.96%
+$49,533 
BKD Brookdale Senior Living Inc.
+2.93%
+$12,454.5 
AVGO Broadcom Inc.
+2.64%
+$2,125.13 
TDAY USA TODAY Co., Inc.
+2.61%
+$41,689.39 
BCDA BioCardia, Inc.
+2.6%
+$3,382.73 
LYB LyondellBasell Industries N.V.
+2.46%
+$655.2 
SBS Companhia de Saneamento Básico do Estado de São Paulo ADR
+2.45%
+$1,297.8 
ORCL Oracle Corporation
+2.25%
+$16,826 
FIP FTAI Infrastructure Inc.
+2.19%
+$156,216.35 
SOLS Sollensys Corp
+2.11%
+$297.36 
BHP BHP Group Ltd.
+2.08%
+$1,295.32 
SHEL Shell plc
+1.98%
+$18,712.8 
SRE Sempra
+1.88%
+$632 
TTE TotalEnergies SE
+1.68%
+$311.41 
CAT Caterpillar Inc.
+1.59%
+$9,690 
FTAI FTAI Aviation Ltd.
+1.57%
+$590,468.1 
BBBY Bed Bath & Beyond Inc.
+1.54%
+$498 
SYM Symbotic Inc. Class A
+1.5%
+$645 
NI NiSource Inc.
+1.47%
+$170.8 
WMB The Williams Companies, Inc.
+1.44%
+$191.7 
KMI Kinder Morgan, Inc.
+1.43%
+$23,962.5 
BKH Black Hills Corporation
+1.42%
+$1,040 
PANW Palo Alto Networks, Inc.
+1.38%
+$1,288 
ETR Entergy Corporation
+1.23%
+$343.2 
KRP Kimbell Royalty Partners, LP
+1.11%
+$33,243.54 
OXY Occidental Petroleum Corporation
+0.99%
+$476 
D Dominion Energy, Inc.
+0.99%
+$152.75 
AKAM Akamai Technologies Inc.
+0.98%
+$11,620.46 
SNPS Synopsys, Inc.
+0.91%
+$320.96 
LVO LiveOne, Inc.
+0.86%
+$469.26 
CCI Crown Castle Inc.
+0.79%
+$240 
NEE NextEra Energy, Inc.
+0.79%
+$1,650 
CVX Chevron Corporation
+0.78%
+$9,913.6 
AEP American Electric Power Company, Inc.
+0.75%
+$359.2 
CEG Constellation Energy Corporation
+0.68%
+$101.5 
AMLP Alerian MLP ETF
+0.64%
+$2,810.89 
DVN Devon Energy Corporation
+0.56%
+$29,890.35 
PVL Permianville Royalty Trust
+0.54%
+$10,888.73 
PAA Plains All American Pipeline, L.P.
+0.53%
+$1,624.45 
EOG EOG Resources, Inc.
+0.39%
+$165.2 
EPD Enterprise Products Partners L.P.
+0.39%
+$375 
MPLX MPLX LP
+0.39%
+$6,951.29 
PEP PepsiCo, Inc.
+0.38%
+$1,251.08 
VNQ Vanguard Real Estate ETF
+0.33%
+$480 
TSCO Tractor Supply Company
+0.33%
+$115 
DSGR Distribution Solutions Group, Inc.
+0.27%
+$1,115.1 
XOM Exxon Mobil Corporation
+0.27%
+$6,802.12 
GOOGL Alphabet Inc
+0.27%
+$2,295.03 
GOOG Alphabet Inc
+0.24%
+$1,976.2 
KO The Coca-Cola Company
+0.23%
+$410 
META Meta Platforms Inc Class A
+0.22%
+$4,993.58 
MDLZ Mondelez International, Inc.
+0.2%
+$120 
PSA Public Storage Common Stock
+0.19%
+$399 
UNP Union Pacific Corporation
+0.16%
+$372 
MLI Mueller Industries Inc.
+0.16%
+$800 
GE General Electric Company
+0.15%
+$64.37 
ET Energy Transfer L.P.
+0.14%
+$4,846.61 
C Citigroup Inc.
+0.08%
+$33 
SLV iShares Silver Trust
+0.07%
+$57.2 
MCD McDonald's Corporation
+0.05%
+$416.5 
MU Micron Technology, Inc.
+0.03%
+$532.38 
KHC The Kraft Heinz Company
+0.02%
+$672.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CNDT Conduent Inc.
-13.14%
-$74,213.16 
AMGN Amgen Inc.
-9.01%
-$9,256.65 
PATH Uipath Inc.
-7.87%
-$29,277.5 
DOCU DocuSign Inc.
-5.26%
-$14,760 
CWH Camping World Holdings Inc.
-4.81%
-$21,909 
METC Ramaco Resources, Inc.
-4.81%
-$5,460.14 
ACN Accenture plc Class A
-4.74%
-$66,596.25 
HTZ Hertz Global Holdings, Inc.
-4.11%
-$9,715.42 
PAYX Paychex Inc.
-3.77%
-$4,595 
CPRI Capri Holdings Ltd.
-3.72%
-$1,010 
METCB Ramaco Resources Inc. Class B Common Stock
-3.5%
-$4,841.28 
NNDM Nano Dimension Ltd.
-3.4%
-$770 
ADBE Adobe Inc.
-3.39%
-$1,489.95 
GIS General Mills, Inc.
-3.28%
-$32,065.25 
VRTX Vertex Pharmaceuticals Incorporated
-3.24%
-$1,149.39 
RH RH
-3.2%
-$1,419 
ASPSW Altisource Portfolio Solutions S.A. Net Settle Stakeholder Warrant
-3.16%
-$323.4 
ADP Automatic Data Processing Inc.
-3.07%
-$13,656 
CBRL Cracker Barrel Old Country Store, Inc.
-3.03%
-$6,784.68 
GEN Gen Digital Inc.
-3.02%
-$462.5 
UBER Uber Technologies, Inc.
-3.01%
-$1,185.6 
ROP Roper Technologies Inc.
-2.99%
-$426.82 
SPGI S&P Global Inc.
-2.97%
-$922.6 
PYPL PayPal Holdings Inc
-2.94%
-$5,059.8 
GPC Genuine Parts Company
-2.83%
-$782 
EW Edwards Lifesciences Corporation
-2.83%
-$1,272.5 
GILD Gilead Sciences Inc.
-2.7%
-$2,035.45 
COIN Coinbase Global, Inc.
-2.65%
-$44,310.58 
NVO Novo Nordisk A/S Sponsored ADR
-2.48%
-$2,541 
HONA Honeywell Aerospace Inc.
-2.48%
-$1,765.35 
BMY Bristol-Myers Squibb Company
-2.43%
-$55,014.37 
ABBV AbbVie Inc.
-2.25%
-$9,837.83 
ABT Abbott Laboratories
-2.19%
-$3,910.5 
TJX The TJX Companies, Inc.
-2.1%
-$2,863.4 
GEHC GE HealthCare Technologies Inc.
-2.08%
-$286 
JNJ Johnson & Johnson
-2%
-$27,434.34 
STE STERIS plc
-1.97%
-$744.24 
FDX FedEx Corporation
-1.95%
-$3,150 
HD The Home Depot, Inc.
-1.95%
-$7,218.74 
NFLX Netflix, Inc.
-1.92%
-$2,257.5 
NVDA NVIDIA Corporation
-1.91%
-$10,914.75 
MA Mastercard Incorporated
-1.83%
-$796.13 
IYH iShares U.S. Healthcare ETF
-1.81%
-$5,352.66 
LLY Eli Lilly and Company
-1.78%
-$32,783.98 
MET MetLife Inc.
-1.77%
-$294.1 
CI The Cigna Group
-1.73%
-$5,868 
V Visa Inc. Class A
-1.69%
-$1,487.55 
NXPI NXP Semiconductors N.V.
-1.63%
-$465 
PFE Pfizer Inc.
-1.62%
-$41,174.6 
DE Deere & Company
-1.55%
-$2,690 
MDT Medtronic plc
-1.53%
-$12,960 
AFL Aflac Inc.
-1.52%
-$7,120 
ZTS Zoetis Inc.
-1.5%
-$176.7 
PLTR Palantir Technologies Inc.
-1.44%
-$627.5 
UPS United Parcel Service, Inc.
-1.41%
-$482.4 
MSFT Microsoft Corp.
-1.41%
-$25,258 
KMB Kimberly-Clark Corporation
-1.36%
-$3,568.25 
BORR Borr Drilling Ltd.
-1.32%
-$6,034.04 
INDA ISHARES MSCI INDIA ETF
-1.29%
-$11,584.2 
OKTA Okta Inc.
-1.27%
-$13,875.55 
HIG The Hartford Insurance Group, Inc.
-1.25%
-$310.5 
MMM 3M Company
-1.23%
-$2,282.5 
AAPL Apple Inc.
-1.22%
-$34,384.54 
AZN AstraZeneca PLC American Depositary Shares
-1.19%
-$242.5 
MO Altria Group, Inc.
-1.18%
-$810 
IBM International Business Machines Corporation
-1.15%
-$21,869.7 
BX Blackstone Inc.
-1.13%
-$1,001 
IAU iShares Gold Trust
-1.1%
-$717.36 
VTRS Viatris Inc.
-1.1%
-$144.49 
WMT Walmart Inc.
-1.09%
-$349.5 
SBSI Southside Bancshares Inc.
-1.07%
-$20,431.25 
TMO Thermo Fisher Scientific Inc.
-1.06%
-$390.6 
PFG Principal Financial Group, Inc.
-1.04%
-$1,210 
UL Unilever PLC Sponsored American Depositary Receipt
-1%
-$797.22 
NFE New Fortress Energy Inc.
-0.98%
-$3,099.24 
NKE Nike, Inc. - Class B
-0.98%
-$412.5 
MRK Merck & Co., Inc.
-0.94%
-$18,288.18 
JPM JPMorgan Chase & Co.
-0.87%
-$1,170 
B BARRICK MINING CORP Common Stock (ABR0)
-0.86%
-$385 
PG Procter & Gamble Co
-0.82%
-$4,698.74 
TMUS T-Mobile US, Inc.
-0.78%
-$439.92 
BABA Alibaba Group Holding Limited SP ADR
-0.74%
-$30,104.76 
COST Costco Wholesale Corporation
-0.68%
-$383.47 
AMZN Amazon.com Inc
-0.63%
-$12,774.39 
DIS The Walt Disney Company
-0.62%
-$6,393.4 
TGTX TG Therapeutics, Inc.
-0.61%
-$749.1 
T AT&T Inc.
-0.57%
-$19,038.9 
TGT Target Corporation
-0.57%
-$2,037.65 
EMR Emerson Electric Co.
-0.54%
-$901.99 
VOE Vanguard Mid-Cap Value ETF
-0.49%
-$79.95 
PH Parker-Hannifin Corporation
-0.41%
-$217.25 
NOG Northern Oil and Gas Inc.
-0.35%
-$954 
BA Boeing Company
-0.26%
-$8,242.71 
TT Trane Technologies plc
-0.25%
-$261.05 
CSCO Cisco Systems, Inc.
-0.25%
-$4,953.15 
MWA Mueller Water Products Inc.
-0.23%
-$110 
MDY SPDR S&P MidCap 400 ETF Trust
-0.2%
-$426 
CTAS Cintas Corporation
-0.2%
-$81.46 
BRK-B Berkshire Hathaway Inc.
-0.17%
-$569.36 
RVT Royce Small-Cap Trust, Inc.
-0.16%
-$108.99 
FDXF FedEx Freight Holding Company Inc.
-0.15%
-$48.75 
EXE Expand Energy Corporation
-0.09%
-$41.45 
FE FirstEnergy Corp.
-0.04%
-$5.4 
TLT iShares 20+ Year Treasury Bond ETF
-0.04%
-$70 Events
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Dividends
Dividend Analysis
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| Trades 996 | Longs Won 643/996 64% | Profit Factor 5.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.23M |
| Average Win $174,130.29 | Best Trade (Aug 15) $31.32M | Sharpe Ratio -12.58 |
| Average Loss -$59,715.24 | Worst Trade (Sep 11) -$10.06M | Z-Score -0.44 (33.65%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1d | Expectancy $91,251.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 1.15% | 12.16% |
| Consecutive Losing Trades | 2,770 | 2,493 | 2,216 | 1,939 | 1,662 | 1,385 | 1,108 | 831 | 554 | 277 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,794 | $1.68M | $2.78M | - | $1.1M | 65.74% | -1.222% |
| ABBV AbbVie Inc. | 1,705 | $296,508.73 | $427,426.45 | - | $130,917.72 | 44.15% | -2.25% |
| ABT Abbott Laboratories | 1,650 | $181,616 | $174,834 | - | -$6,782 | -3.73% | -2.188% |
| ACN Accenture plc Class A | 7,525 | $1.46M | $1.34M | - | -$120,443 | -8.26% | -4.74% |
| ADBE Adobe Inc. | 165 | $77,066.92 | $42,484.2 | - | -$34,582.72 | -44.87% | -3.388% |
| ADP Automatic Data Processing Inc. | 1,600 | $372,752 | $430,536 | - | $57,784 | 15.5% | -3.074% |
| AEP American Electric Power Company, Inc. | 385 | $31,684.61 | $48,291.7 | - | $16,607.09 | 52.41% | +0.749% |
| AFL Aflac Inc. | 4,000 | $330,000 | $461,720 | - | $131,720 | 39.92% | -1.519% |
| AKAM Akamai Technologies Inc. | 11,282 | $1.33M | $1.2M | - | -$134,593.86 | -10.09% | +0.979% |
| AMD Advanced Micro Devices, Inc. | 1,753 | $227,531.47 | $891,488.15 | - | $663,956.68 | 291.81% | +6.487% |
| AMGN Amgen Inc. | 235 | $66,815.4 | $93,492.4 | - | $26,677 | 39.93% | -9.009% |
| AMLP Alerian MLP ETF | 7,918 | $337,233.56 | $444,001.85 | - | $106,768.29 | 31.66% | +0.637% |
| AMZN Amazon.com Inc | 7,837 | $1.29M | $2.01M | - | $720,151.64 | 55.7% | -0.631% |
| ASML ASML Holding N.V. New York Registry Shares | 60 | $58,228.18 | $106,002.6 | - | $47,774.42 | 82.05% | +3.022% |
| ASPS Altisource Portfolio Solutions S.A. | 2,500 | $21,324.85 | $14,575 | - | -$6,749.85 | -31.65% | +3.186% |
| ASPSW Altisource Portfolio Solutions S.A. Net Settle Stakeholder Warrant | 33,000 | $13,533 | $9,900 | - | -$3,633 | -26.85% | -3.163% |
| AVGO Broadcom Inc. | 225 | $29,821.72 | $82,652.62 | - | $52,830.9 | 177.16% | +2.639% |
| AZN AstraZeneca PLC American Depositary Shares | 125 | $24,653 | $20,095 | - | -$4,558 | -18.49% | -1.192% |
| B BARRICK MINING CORP Common Stock (ABR0) | 1,000 | $20,820 | $44,365 | - | $23,545 | 113.09% | -0.86% |
| BA Boeing Company | 14,852 | $3.41M | $3.14M | - | -$270,646.43 | -7.93% | -0.261% |
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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 - $46.34M, Coterra Energy Inc - $1.63M, FTAI Infrastructure Inc - $1.54M, Brookdale Senior Living Inc - $1.23M, and Crescent Energy Inc - $1.15M. 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 - $250,444.73, 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 $9.11M earned over time. The largest contributors to dividend income include Crescent Energy Inc - $1.63M, FTAI Aviation Ltd - $1.29M, FTAI Infrastructure Inc - $544,750.62, Energy Transfer L.P - $473,266.13, and AT&T Inc - $385,291.07. 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.
