PR
Philippe Reitzer Portfolio
Invests via Banque Transatlantique SA | Managed by Philippe Reitzer
Invests via Banque Transatlantique SA
Managed by Philippe Reitzer
Automatically Tracked
Seasoned European investment professional and former operating executive focused on buyouts, growth equity and corporate finance advisory. Philippe Reitzer brings cross-border deal experience, portfolio company oversight, and capital-raising expertise to institutional investors and corporate boards. Known for sourcing mid-market opportunities, executing operational turnarounds and structuring complex financing solutions, he is active in value-creation programs and board governance, with a background spanning investment banking, private equity and operational leadership.
Seasoned European investment professional and former operating executive focused on buyouts, growth equity and corporate finance advisory. Philippe Reitzer brings cross-border deal experience, portfolio company oversight, and capital-raising expertise to institutional investors and corporate boards. Known for sourcing mid-market opportunities, executing operational turnarounds and structuring complex financing solutions, he is active in value-creation programs and board governance, with a background spanning investment banking, private equity and operational leadership.
Investment Philosophy & Strategy
Adopts a pragmatic, value-oriented private markets approach combining operational playbooks with structured finance to unlock mid-market opportunities across Europe. Focuses on buyouts and growth equity where operational interventions and tailored capital structures increase cash flow and accelerate scalable growth. Prefers cross-border situations, complex carve-outs and turnaround engagements; emphasizes thorough due diligence, active board-level oversight, and KPI-driven management plans. Capital deployment favors control or significant minority positions with 3–7 year horizons, disciplined leverage, staged financing and clear exit pathways to maximize risk-adjusted returns.
Adopts a pragmatic, value-oriented private markets approach combining operational playbooks with structured finance to unlock mid-market opportunities across Europe. Focuses on buyouts and growth equity where operational interventions and tailored capital structures increase cash flow and accelerate scalable growth. Prefers cross-border situations, complex carve-outs and turnaround engagements; emphasizes thorough due diligence, active board-level oversight, and KPI-driven management plans. Capital deployment favors control or significant minority positions with 3–7 year horizons, disciplined leverage, staged financing and clear exit pathways to maximize risk-adjusted returns.
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:
1.19%
Gain
Monthly
0.06%
Yearly
0.77%
Drawdown
25.82%
$4.6B
Equity
Holdings
$4.6B
Investment
$3.77B
$907.6M
Profit -$59.97M
Realized
$83.27M
Unrealized
$824.33M
Dividends
$41.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$59.97M
Win %
62%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$62.14M
Win %
62%
This Month
Compared to last month
Gain
-0.54%
Profit
-$24.94M
Win %
62%
This Year
Compared to last year
Gain
13.26%
Profit
$538.44M
Win %
60%
TRV The Travelers Companies, Inc.
+8.13%
+$59,851.44 
CASY Casey's General Stores Inc.
+3.63%
+$439,162.58 
COTY Coty Inc.
+3.61%
+$423 
HIG The Hartford Insurance Group, Inc.
+3.17%
+$294.44 
CB Chubb Limited
+3.03%
+$55,829.82 
AIG American International Group Inc.
+3.02%
+$15,670.4 
WRB W.R. Berkley Corporation
+3.02%
+$15,896.74 
MRK Merck & Co., Inc.
+2.94%
+$125,157.57 
NOC Northrop Grumman Corporation
+2.85%
+$177.54 
PANW Palo Alto Networks, Inc.
+2.79%
+$2.43M 
ABT Abbott Laboratories
+2.63%
+$82,261.5 
CMG Chipotle Mexican Grill, Inc.
+2.62%
+$116.35 
ACGL Arch Capital Group Ltd
+2.59%
+$9,412.06 
DOW Dow Inc.
+2.49%
+$178.12 
GE General Electric Company
+2.44%
+$58,883.55 
BMY Bristol-Myers Squibb Company
+2.35%
+$1,306.4 
SU Suncor Energy Inc.
+2.17%
+$2,977.92 
BE Bloom Energy Corporation
+2.17%
+$29,843.19 
JNJ Johnson & Johnson
+1.98%
+$417,522.04 
MO Altria Group, Inc.
+1.98%
+$11,018.12 
CSCO Cisco Systems, Inc.
+1.93%
+$91,439.84 
NTSK Netskope, Inc.
+1.89%
+$140.25 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+1.87%
+$11,674.41 
ABBV AbbVie Inc.
+1.87%
+$27,669.88 
CF CF Industries Holdings, Inc.
+1.82%
+$16,443.17 
CVS CVS Health Corporation
+1.81%
+$9,897.04 
HXL Hexcel Corporation
+1.75%
+$1,037.09 
HWM Howmet Aerospace Inc.
+1.73%
+$1.02M 
SARO StandardAero, Inc.
+1.73%
+$5,001.12 
GILD Gilead Sciences Inc.
+1.67%
+$9,343.36 
MRCY Mercury Systems Inc.
+1.55%
+$953.37 
MCK McKesson Corporation
+1.52%
+$44,206.12 
LMT Lockheed Martin Corporation
+1.44%
+$347.56 
PM Philip Morris International Inc.
+1.42%
+$37,899.9 
MOG-A Moog Inc.
+1.38%
+$8,892.49 
NP Neptune Insurance Holdings Inc.
+1.36%
+$7,866.32 
SYY Sysco Corporation
+1.32%
+$515.57 
RTX RTX Corporation
+1.28%
+$24,580.74 
XOM Exxon Mobil Corporation
+1.28%
+$210,722.82 
UNH UnitedHealth Group Incorporated
+1.28%
+$5,821.19 
APD Air Products and Chemicals, Inc.
+1.27%
+$19,048.49 
EQIX Equinix, Inc.
+1.26%
+$7,994.77 
VZ Verizon Communications Inc.
+1.25%
+$211.75 
HEI Heico Corporation
+1.25%
+$795.5 
CVX Chevron Corporation
+1.24%
+$6,534.48 
POST Post Holdings Inc.
+1.21%
+$4,297.24 
INCY Incyte Corporation
+1.19%
+$2,214.98 
ITA iShares U.S. Aerospace & Defense ETF
+1.15%
+$199.12 
LHX L3Harris Technologies, Inc.
+1.14%
+$1,135.75 
AWK American Water Works Company, Inc.
+1.12%
+$3,477 
CNP CenterPoint Energy Inc.
+1.11%
+$7,899.84 
CNQ Canadian Natural Resources Limited
+1.11%
+$7,125 
AMT American Tower Corporation
+1.11%
+$1,011.67 
OVV Ovintiv Inc.
+1.08%
+$1.22 
COP ConocoPhillips
+1.07%
+$121 
MSI Motorola Solutions, Inc.
+1.06%
+$442,640.32 
MKL Markel Group Inc.
+1.06%
+$1,056.97 
DLR Digital Realty Trust, Inc.
+1.05%
+$18.25 
TMUS T-Mobile US, Inc.
+1.04%
+$16,799.9 
LLY Eli Lilly and Company
+1.02%
+$553,072.28 
WMT Walmart Inc.
+1.01%
+$1.41M 
WFC Wells Fargo & Company
+0.99%
+$38.28 
WY Weyerhaeuser Company
+0.94%
+$1,127 
HUBB Hubbell Inc.
+0.94%
+$8,090.58 
PLUG Plug Power Inc.
+0.93%
+$9.8 
EQT EQT Corporation
+0.92%
+$685.23 
AEP American Electric Power Company, Inc.
+0.91%
+$218.7 
CTVA Corteva Inc.
+0.91%
+$168.27 
O Realty Income Corporation
+0.91%
+$87.47 
MDLZ Mondelez International, Inc.
+0.88%
+$2,021.76 
PEG Public Service Enterprise Group Incorporated
+0.87%
+$1,552.5 
CTNM Contineum Therapeutics, Inc.
+0.86%
+$26.4 
NABL N-able Inc.
+0.86%
+$39.2 
DG Dollar General Corporation
+0.84%
+$3,342.68 
XLE Energy Select Sector SPDR Fund
+0.83%
+$19 
DD DuPont de Nemours, Inc.
+0.83%
+$96.47 
ORCL Oracle Corporation
+0.81%
+$3,713.47 
TDG TransDigm Group Inc.
+0.79%
+$146.1 
RAL Ralliant Corporation
+0.79%
+$34.65 
VRTX Vertex Pharmaceuticals Incorporated
+0.76%
+$1,720.5 
REGN Regeneron Pharmaceuticals, Inc.
+0.75%
+$1,292.87 
RWR SPDR Dow Jones REIT ETF
+0.75%
+$3,960 
HON Honeywell International Inc.
+0.73%
+$841.5 
UNP Union Pacific Corporation
+0.72%
+$3,830.05 
PFE Pfizer Inc.
+0.72%
+$4,628.7 
EOG EOG Resources, Inc.
+0.68%
+$239.7 
MET MetLife Inc.
+0.67%
+$2,542.05 
ATRO Astronics Corporation
+0.67%
+$26.4 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$26,563.13 
PLD Prologis Inc.
+0.65%
+$4,982.89 
VNQ Vanguard Real Estate ETF
+0.65%
+$1,935 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+0.64%
+$92.8 
XLU Utilities Select Sector SPDR Fund
+0.6%
+$1,841.4 
WSM Williams-Sonoma, Inc.
+0.6%
+$10,478.34 
GLDG Goldmining Inc.
+0.6%
+$4.9 
ORLY O'Reilly Automotive Inc.
+0.58%
+$327,976 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.58%
+$85.8 
AZO AutoZone Inc.
+0.58%
+$11,693.09 
JPM JPMorgan Chase & Co.
+0.57%
+$117,331.23 
SQ Block, Inc.
+0.57%
+$838.48 
NEE NextEra Energy, Inc.
+0.56%
+$86.86 
SPLV Invesco S&P 500 Low Volatility ETF
+0.54%
+$17,144.06 
KMB Kimberly-Clark Corporation
+0.54%
+$194.22 
DE Deere & Company
+0.53%
+$232,322.96 
FUTY Fidelity MSCI Utilities Index ETF
+0.51%
+$89.1 
FHLC Fidelity MSCI Health Care Index ETF
+0.51%
+$10.4 
KVUE Kenvue Inc.
+0.5%
+$4,775.64 
BAC Bank of America Corporation
+0.5%
+$22,874.08 
CAE CAE Inc.
+0.49%
+$3,979.63 
CP Canadian Pacific Kansas City Limited
+0.48%
+$70,537.05 
SOLS Sollensys Corp
+0.48%
+$54.32 
PG Procter & Gamble Co
+0.47%
+$14,961.6 
INDA ISHARES MSCI INDIA ETF
+0.47%
+$298.31 
POCI Precision Optics Corporation, Inc.
+0.45%
+$0.2 
FTXG First Trust Nasdaq Food & Beverage ETF
+0.43%
+$133 
FNV Franco-Nevada Corporation
+0.42%
+$2,453.55 
WAB Wabtec Corporation
+0.41%
+$10,352.25 
MMM 3M Company
+0.39%
+$1,716.75 
FN Fabrinet
+0.39%
+$2,255.26 
GPOR Gulfport Energy Corporation
+0.39%
+$280.84 
VLTO Veralto Corporation
+0.37%
+$1,494.5 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.36%
+$150.64 
LNG Cheniere Energy Inc.
+0.36%
+$94 
VDC VANGUARD CONSUMER STAPLES ETF
+0.35%
+$4,796.82 
RKLB Rocket Lab Corporation
+0.3%
+$51.25 
AR Antero Resources Corporation
+0.3%
+$186.8 
XP Xp Inc.
+0.3%
+$4.25 
TDY Teledyne Technologies Incorporated
+0.3%
+$1,451.36 
GME Gamestop Corp.
+0.3%
+$9.43 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.27%
+$2,864.6 
GEV GE Vernova Inc.
+0.27%
+$49,164.23 
TIP iShares TIPS Bond ETF
+0.27%
+$101.5 
TJX The TJX Companies, Inc.
+0.27%
+$2,327.98 
SPIP SPDR Portfolio TIPS ETF
+0.26%
+$638.88 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.25%
+$2,109.1 
ETN Eaton Corporation plc
+0.23%
+$172,013.6 
COST Costco Wholesale Corporation
+0.18%
+$348,842.76 
Q Qnity Electronics Inc.
+0.18%
+$32.5 
RPM RPM International Inc.
+0.18%
+$1,537.1 
CACI Caci International Inc.
+0.18%
+$2,360.78 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.17%
+$1,266 
SLV iShares Silver Trust
+0.16%
+$16 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$11,630.06 
AAPL Apple Inc.
+0.15%
+$524,081.02 
LIN Linde plc
+0.15%
+$106,164.23 
SPBO SPDR Portfolio Corporate Bond ETF
+0.14%
+$4,318.68 
CL Colgate-Palmolive Company
+0.14%
+$161.46 
MDT Medtronic plc
+0.13%
+$1,056.66 
OGN Organon & Co.
+0.11%
+$1.67 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.1%
+$7,729.85 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.1%
+$1,786.12 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$369.07 
WM Waste Management, Inc.
+0.09%
+$5,661.04 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$68.87 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$28.14 
ECL Ecolab Inc.
+0.08%
+$1,400.3 
JMIA Jumia Technologies AG
+0.08%
+$0.55 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$74.41 
UPS United Parcel Service, Inc.
+0.06%
+$59.8 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$20.43 
AMGN Amgen Inc.
+0.03%
+$372.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$136.07 
MFC Manulife Financial Corporation
+0.02%
+$6.35 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$106.11 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$0.06 
STX Seagate Technology Holdings plc
0%
+$182.88 
ATRA Atara Biotherapeutics, Inc.
0%
$0 
AZN
0%
$0 
BAM
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CMP Compass Minerals International Inc.
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
GMEWS
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STAA Staar Surgical Company
-13.3%
-$1,522.72 
ISRG Intuitive Surgical, Inc.
-12.2%
-$7.3M 
CDNS Cadence Design Systems, Inc.
-10.24%
-$366,230.72 
SNPS Synopsys, Inc.
-9.84%
-$3.03M 
NFLX Netflix, Inc.
-9.17%
-$222,168.32 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-6.73%
-$232,178.94 
HOOD Robinhood Markets, Inc.
-5.78%
-$153,250 
META Meta Platforms Inc Class A
-5.47%
-$343,863.85 
AMAT Applied Materials, Inc.
-5.47%
-$45,514.28 
PRCT Procept BioRobotics Corporation
-4.95%
-$112,514.2 
KLAC KLA Corporation
-4.77%
-$4.31M 
SNAP Snap Inc.
-4.27%
-$1,149 
MNOV MediciNova Inc.
-4.22%
-$111 
INTC Intel Corporation
-4.21%
-$80,669.76 
APP AppLovin Corporation Class A Common Stock
-4.12%
-$6,827.52 
UEC Uranium Energy Corp.
-4.02%
-$2,943.37 
GEHC GE HealthCare Technologies Inc.
-3.64%
-$4,079.73 
LRCX Lam Research Corporation
-3.6%
-$2,308 
HIMS Hims & Hers Health, Inc.
-3.56%
-$479.32 
TTD The Trade Desk, Inc. Class A
-3.56%
-$129.2 
IBM International Business Machines Corporation
-3.46%
-$117,462.84 
IONQ IonQ, Inc.
-3.39%
-$119 
FIX Comfort Systems USA, Inc.
-3.39%
-$12,870.7 
CLS Celestica Inc.
-3.35%
-$142.31 
OKLO Oklo Inc.
-3.32%
-$76,438.15 
MDB MongoDB Inc.
-3.31%
-$31,664.31 
MP MP Materials Corp.
-3.28%
-$616,879.37 
COIN Coinbase Global, Inc.
-3.26%
-$109.83 
AMD Advanced Micro Devices, Inc.
-3.19%
-$1.86M 
ACN Accenture plc Class A
-3.17%
-$128,098.02 
TXN Texas Instruments Inc
-3.15%
-$29,178.94 
UBER Uber Technologies, Inc.
-3.05%
-$47,446.44 
FLEX Flex Ltd.
-3.01%
-$19,936.3 
TASK TaskUs, Inc.
-2.93%
-$356.65 
TSLA Tesla, Inc.
-2.85%
-$30,122.56 
CCJ Cameco Corporation
-2.82%
-$16,304.88 
VRT Vertiv Holdings Co
-2.77%
-$15,446.88 
MELI MercadoLibre, Inc.
-2.73%
-$84,474.58 
MSFT Microsoft Corp.
-2.73%
-$11.43M 
SYK Stryker Corporation
-2.71%
-$1.6M 
A Agilent Technologies Inc.
-2.7%
-$1,468 
ILMN Illumina, Inc.
-2.69%
-$256.25 
BKNG Booking Holdings Inc.
-2.67%
-$1.02M 
QBTS D-Wave Quantum Inc.
-2.63%
-$80.1 
ARKK ARK Innovation ETF Fund
-2.6%
-$489.54 
Z Zillow Group Inc.
-2.58%
-$264 
QCOM QUALCOMM Incorporated
-2.56%
-$109 
ARKF Ark Fintech Innovation ETF
-2.54%
-$687.75 
ZM Zoom Video Communications, Inc.
-2.53%
-$171.91 
BABA Alibaba Group Holding Limited SP ADR
-2.53%
-$68,410.98 
ROBO ROBO Global Robotics & Automation Index ETF
-2.51%
-$3,052.66 
NNE Nano Nuclear Energy Inc.
-2.5%
-$162 
RXRX Recursion Pharmaceuticals, Inc.
-2.48%
-$69.3 
TDOC Teladoc Health Inc.
-2.48%
-$37.6 
ALNY Alnylam Pharmaceuticals Inc
-2.44%
-$3,750.63 
ANET Arista Networks, Inc.
-2.44%
-$724,065.28 
ASML ASML Holding N.V. New York Registry Shares
-2.4%
-$81,376.96 
GOOGL Alphabet Inc
-2.33%
-$5.32M 
GOOG Alphabet Inc
-2.32%
-$6.25M 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-2.25%
-$41.1 
SHOP Shopify Inc.
-2.25%
-$927.3 
DKNG DraftKings Inc.
-2.21%
-$739.75 
MRVL Marvell Technology, Inc.
-2.2%
-$37,565.98 
IBIT iShares Bitcoin Trust
-2.16%
-$537.66 
KO The Coca-Cola Company
-2.15%
-$186,815.55 
APO Apollo Global Management, Inc.
-2.13%
-$1,050 
EXPE Expedia Group, Inc.
-2.11%
-$49,246.45 
EWJ iShares MSCI Japan ETF
-2.09%
-$1,541.92 
XLC Communication Services Select Sector SPDR Fund
-2.04%
-$92,247.52 
ESAB Esab Corporation
-2.03%
-$10,544.34 
RVTY Revvity Inc.
-2%
-$1,732.12 
ADI Analog Devices, Inc.
-1.98%
-$12,146.94 
CRCL Circle Internet Group, Inc.
-1.98%
-$32,508 
V Visa Inc. Class A
-1.98%
-$3.48M 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.97%
-$35,518.59 
NVDA NVIDIA Corporation
-1.96%
-$10.55M 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$240.95 
RGTI Rigetti Computing Inc
-1.95%
-$55 
STLA Stellantis N.V.
-1.93%
-$139.96 
EEM iShares MSCI Emerging Markets ETF
-1.92%
-$9,416.88 
EPAM Epam Systems Inc.
-1.82%
-$6,798.4 
FDN First Trust Dow Jones Internet Index Fund
-1.82%
-$2,010.83 
PLTR Palantir Technologies Inc.
-1.81%
-$67,615.49 
CRI Carter's Inc.
-1.8%
-$279.56 
PTC PTC Inc.
-1.8%
-$24,617.5 
WAT Waters Corporation
-1.78%
-$6,515.66 
DXCM DexCom, Inc.
-1.75%
-$395.85 
BN Brookfield Corporation
-1.74%
-$4,063.29 
RRX Regal Rexnord Corporation
-1.74%
-$8,460.32 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$7,047.36 
XLK State Street Technology Select Sector SPDR ETF
-1.71%
-$2,705.6 
ROK Rockwell Automation, Inc.
-1.71%
-$50,121.27 
DDOG Datadog, Inc. Class A Common Stock
-1.7%
-$2,235 
GS The Goldman Sachs Group, Inc.
-1.7%
-$6,219.09 
DIS The Walt Disney Company
-1.7%
-$21,956.48 
AVEM Avantis Emerging Markets Equity ETF
-1.69%
-$607.41 
NVO Novo Nordisk A/S Sponsored ADR
-1.69%
-$6,944.34 
MA Mastercard Incorporated
-1.68%
-$45,565.5 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$489,795.16 
FLS Flowserve Corporation
-1.65%
-$3,538.56 
CTSH Cognizant Technology Solutions Corporation
-1.64%
-$183.23 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$22,699.83 
ULS Ul Solutions Inc.
-1.62%
-$5,757.95 
SPGI S&P Global Inc.
-1.6%
-$23,759.58 
EW Edwards Lifesciences Corporation
-1.57%
-$44,099.28 
BLDR Builders FirstSource, Inc.
-1.56%
-$55,801.58 
AVGO Broadcom Inc.
-1.54%
-$1.37M 
MSTR Strategy Inc.
-1.53%
-$583.2 
VGT Vanguard Information Technology ETF
-1.52%
-$157,584.12 
BLK BlackRock, Inc.
-1.51%
-$13,930.87 
HCA HCA Healthcare Inc.
-1.49%
-$141,131.27 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-1.48%
-$17,519.25 
UBS UBS Group AG
-1.48%
-$55,485.65 
ICE Intercontinental Exchange, Inc.
-1.47%
-$6,433.02 
SNOW Snowflake Inc.
-1.47%
-$55,431.37 
ARKG ARK Genomic Revolution ETF
-1.45%
-$189.08 
IDXX IDEXX Laboratories, Inc.
-1.44%
-$35,056.04 
PYPL PayPal Holdings Inc
-1.44%
-$349.63 
KD Kyndryl Holdings Inc.
-1.41%
-$24.65 
NXE NexGen Energy Ltd.
-1.41%
-$234.37 
MNST Monster Beverage Corporation
-1.4%
-$42 
AXP American Express Company
-1.39%
-$78,269.07 
KGC Kinross Gold Corporation
-1.37%
-$0.32 
SPOT Spotify Technology S.A.
-1.37%
-$35,432.68 
RACE Ferrari N.V.
-1.34%
-$610,247.68 
ABNB Airbnb, Inc.
-1.33%
-$1,970 
VSNT Versant Media Group, Inc.
-1.29%
-$0.94 
WMB The Williams Companies, Inc.
-1.28%
-$30,190.08 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$1,706.62 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
-1.25%
-$187.75 
SITE SiteOne Landscape Supply Inc.
-1.24%
-$7,494.69 
EL The Estée Lauder Companies Inc. Class A
-1.23%
-$2,713.2 
ARM Arm Holdings plc American Depositary Receipt
-1.23%
-$400,291.08 
GMAB Genmab A/S Sponsored ADR
-1.21%
-$669.55 
CME CME Group Inc.
-1.2%
-$1,850 
NOVT Novanta Inc.
-1.19%
-$8,770.27 
CRH CRH plc
-1.18%
-$1.1M 
PICK iShares MSCI Global Metals & Mining Producers ETF
-1.17%
-$475.48 
MRNA Moderna, Inc.
-1.17%
-$13,376.98 
IR Ingersoll Rand Inc.
-1.17%
-$174,993.66 
VMI Valmont Industries, Inc.
-1.16%
-$6,002.88 
WPM Wheaton Precious Metals Corp.
-1.14%
-$4,481.67 
SLB Schlumberger Limited
-1.13%
-$3,313.03 
CRM Salesforce Inc
-1.12%
-$57,656.8 
BSX Boston Scientific Corporation
-1.12%
-$399,453.5 
BX Blackstone Inc.
-1.12%
-$2,995.2 
NVT nVent Electric plc
-1.11%
-$12,177.1 
CHWY Chewy Inc.
-1.09%
-$2,405.46 
TWST Twist Bioscience Corporation
-1.08%
-$99 
RIVN Rivian Automotive, Inc.
-1.08%
-$3.15 
GM General Motors Company
-1.08%
-$1,938.72 
OTIS Otis Worldwide Corporation
-1.07%
-$4,572.4 
ALGN Align Technology, Inc.
-1.06%
-$55.1 
NVR NVR, Inc.
-1.06%
-$5,062.3 
TT Trane Technologies plc
-1.03%
-$1.24M 
NVAX Novavax Inc.
-1.03%
-$10.2 
CRSP Crispr Therapeutics AG
-1.01%
-$493.92 
RIO Rio Tinto Plc Sponsored ADR
-0.99%
-$778.41 
HHH Howard Hughes Holdings Inc.
-0.99%
-$146.57 
RF Regions Financial Corporation
-0.97%
-$7,130.65 
NKE Nike, Inc. - Class B
-0.96%
-$8.6 
VEEV Veeva Systems Inc.
-0.96%
-$1,293.9 
RING iShares MSCI Global Gold Miners ETF
-0.95%
-$11,515.73 
SSD Simpson Manufacturing Co., Inc.
-0.94%
-$10,967.19 
DEO Diageo plc Sponsored ADR
-0.94%
-$2,030.21 
MS Morgan Stanley
-0.94%
-$5,807.8 
NOW ServiceNow, Inc.
-0.92%
-$37,122.24 
SBUX Starbucks Corporation
-0.92%
-$1,421.86 
FTV Fortive Corporation
-0.88%
-$123.75 
GDXJ VanEck Junior Gold Miners ETF
-0.87%
-$3,063.42 
LOW Lowe's Companies Inc.
-0.87%
-$5,907.62 
VOO Vanguard S&P 500 ETF
-0.87%
-$2,186.35 
PAYX Paychex Inc.
-0.86%
-$98.99 
COO The Cooper Companies, Inc.
-0.86%
-$1,554.21 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$28,302.6 
C Citigroup Inc.
-0.86%
-$22,162.69 
DFAU Dimensional US Core Equity Market ETF
-0.84%
-$543.75 
QGEN QIAGEN N.V.
-0.82%
-$2,654.38 
IEFA iShares Core MSCI EAFE ETF
-0.82%
-$620.15 
AVDE Avantis International Equity ETF
-0.79%
-$11,208.8 
ADBE Adobe Inc.
-0.77%
-$26,652.6 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
-0.73%
-$379.05 
ADSK Autodesk, Inc.
-0.72%
-$227.76 
PWR Quanta Services Inc.
-0.72%
-$11,625.44 
ESTC Elastic N.V.
-0.71%
-$5,566 
MOAT VanEck Morningstar Wide Moat Fund
-0.7%
-$337.49 
GNRC Generac Holdings Inc.
-0.66%
-$4,995.56 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.65%
-$169.72 
B BARRICK MINING CORP Common Stock (ABR0)
-0.63%
-$4,973.32 
MTB M&T Bank Corporation
-0.61%
-$310 
ALC Alcon Inc.
-0.61%
-$39.13 
IWM iShares Russell 2000 ETF
-0.6%
-$1,838.74 
AMRZ Amrize Ltd.
-0.59%
-$121.2 
AEM Agnico Eagle Mines Limited
-0.57%
-$57.3 
KEYS Keysight Technologies, Inc.
-0.57%
-$1,165.9 
DHR Danaher Corporation
-0.57%
-$174,280.51 
CMCSA Comcast Corp
-0.54%
-$9.36 
MDY SPDR S&P MidCap 400 ETF Trust
-0.54%
-$14,722.55 
PSA Public Storage Common Stock
-0.53%
-$46.44 
TPR Tapestry Inc.
-0.52%
-$11,259.75 
MICC The Magnum Ice Cream Company N.V.
-0.51%
-$4,456.93 
BEPC Brookfield Renewable Corporation
-0.5%
-$849.15 
ALLE Allegion plc
-0.49%
-$5,428.23 
ICLR ICON plc
-0.49%
-$157.92 
TEL TE Connectivity plc
-0.49%
-$9,062 
WK Workiva Inc.
-0.49%
-$464.24 
AMZN Amazon.com Inc
-0.46%
-$1.83M 
IEUR iShares Core MSCI Europe ETF
-0.44%
-$12,570.69 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.44%
-$23,356.9 
BUD Anheuser-Busch InBev S.A. ADR
-0.43%
-$505.75 
DELL Dell Technologies Inc.
-0.43%
-$6,618.25 
WCC Wesco International Inc.
-0.4%
-$2,183.97 
XLF Financial Select Sector SPDR Fund
-0.38%
-$3,074.5 
PEP PepsiCo, Inc.
-0.37%
-$8.76 
BDX Becton, Dickinson and Company
-0.36%
-$7,370.64 
NEM Newmont Corporation
-0.35%
-$3,683.2 
PEN Penumbra Inc.
-0.35%
-$112 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$899.57 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.32%
-$151.58 
SOLV Solventum Corporation
-0.32%
-$58.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.31%
-$78.6 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.31%
-$840.9 
ITT Itt Inc.
-0.31%
-$3,906.53 
AM Antero Midstream Corporation
-0.31%
-$1,975.82 
ARGX argenx SE American Depositary Receipt
-0.29%
-$764.06 
HD The Home Depot, Inc.
-0.29%
-$108,243.42 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.29%
-$117.8 
PRF Invesco FTSE RAFI US 1000 ETF
-0.28%
-$732.37 
PAVE Global X U.S. Infrastructure Development ETF
-0.28%
-$15,047.2 
USFD US Foods Holding Corp
-0.28%
-$1,753.92 
FLBR Franklin FTSE Brazil ETF
-0.27%
-$722.1 
URI United Rentals, Inc.
-0.26%
-$3,189.42 
VNT Vontier Corporation
-0.24%
-$1.5 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.24%
-$202.5 
MU Micron Technology, Inc.
-0.23%
-$113,901.46 
MCD McDonald's Corporation
-0.23%
-$64,224.94 
CEG Constellation Energy Corporation
-0.22%
-$451.35 
VO Vanguard Mid-Cap ETF
-0.22%
-$1,113 
CAT Caterpillar Inc.
-0.21%
-$13,243.23 
JD JD.com Inc.
-0.2%
-$232.62 
FMAT Fidelity MSCI Materials Index ETF
-0.18%
-$24.57 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$1,050.41 
KDP Keurig Dr Pepper Inc.
-0.17%
-$251.9 
ZTS Zoetis Inc.
-0.17%
-$19,890.78 
ITM VanEck Intermediate Muni ETF
-0.16%
-$0.82 
EMBC Embecta Corp.
-0.15%
-$0.59 
SHW The Sherwin-Williams Company
-0.15%
-$509.26 
FDX FedEx Corporation
-0.14%
-$39.16 
AME Ametek Inc.
-0.13%
-$7.5 
CLH Clean Harbors Inc.
-0.12%
-$473.4 
CARR Carrier Global Corporation
-0.12%
-$1,291.36 
PNC The PNC Financial Services Group, Inc.
-0.11%
-$81.2 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.11%
-$2.2 
XYL Xylem Inc.
-0.1%
-$86.87 
ENPH Enphase Energy, Inc.
-0.1%
-$159.96 
PGX Invesco Preferred ETF
-0.09%
-$3,261.72 
BA Boeing Company
-0.07%
-$28.7 
TYL Tyler Technologies Inc.
-0.06%
-$511.2 
SCMB Schwab Municipal Bond ETF
-0.06%
-$0.3 
AMP Ameriprise Financial, Inc.
-0.06%
-$9 
SNDK SanDisk Corporation
-0.06%
-$2,592.52 
FERG Ferguson Enterprises Inc
-0.05%
-$383.18 
VMC Vulcan Materials Company
-0.04%
-$208.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.02%
-$1.11 
FIDU Fidelity MSCI Industrials Index ETF
-0.02%
-$13.78 
RSG Republic Services, Inc.
0%
-$30.86 Events
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Dividends
Dividend Analysis
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| Trades 2215 | Longs Won 816/2215 36% | Profit Factor 2.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.45M |
| Average Win $1.67M | Best Trade (Jul 15) $189.67M | Sharpe Ratio -23.5 |
| Average Loss -$327,794.44 | Worst Trade (Jun 30) -$55.37M | Z-Score -8.74 (100%) |
| Commissions $0 | Avg. Trade Length 6m 5d | Expectancy $409,753.14 |
| 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 | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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