SMP
Sotirios Mike Pappas Portfolio
Invests via Mystic Asset Management Inc. | Managed by Sotirios Mike Pappas, David W. Allaire
Invests via Mystic Asset Management Inc.
Managed by Sotirios Mike Pappas, David W. Allaire
Automatically Tracked
Sotirios Mike Pappas Profile
Sotirios Mike Pappas is an accomplished operating executive with a strong record in technology and infrastructure sectors. His leadership extends across numerous high-growth organizations where he has focused on operational excellence and strategic expansion. Pappas has effectively spearheaded initiatives that drive both innovation and market penetration, significantly enhancing business outcomes. Renowned for his acumen in aligning diverse teams towards common goals, he plays a pivotal role in navigating competitive landscapes to foster sustained growth. With educational roots from prestigious institutions, his extensive experience equips him as a notable figure in shaping industry standards.
Sotirios Mike Pappas is an accomplished operating executive with a strong record in technology and infrastructure sectors. His leadership extends across numerous high-growth organizations where he has focused on operational excellence and strategic expansion. Pappas has effectively spearheaded initiatives that drive both innovation and market penetration, significantly enhancing business outcomes. Renowned for his acumen in aligning diverse teams towards common goals, he plays a pivotal role in navigating competitive landscapes to foster sustained growth. With educational roots from prestigious institutions, his extensive experience equips him as a notable figure in shaping industry standards.
Investment Philosophy & Strategy
Operating within the dynamic technology sector, Sotirios Mike Pappas champions a transformative approach to capital deployment and innovation. His extensive background empowers him to identify high-impact growth opportunities that align with emerging market demands. Strategic expansion is paramount in his framework, where leveraging operational excellence positions enterprises for competitive advantage. By fostering synergy among diverse teams, he cultivates an environment conducive to innovative solutions and robust performance metrics. Through a deliberate focus on aligning organizational objectives with industry trends, Pappas drives initiatives that not only enhance productivity but also establish strong market presence.
Operating within the dynamic technology sector, Sotirios Mike Pappas champions a transformative approach to capital deployment and innovation. His extensive background empowers him to identify high-impact growth opportunities that align with emerging market demands. Strategic expansion is paramount in his framework, where leveraging operational excellence positions enterprises for competitive advantage. By fostering synergy among diverse teams, he cultivates an environment conducive to innovative solutions and robust performance metrics. Through a deliberate focus on aligning organizational objectives with industry trends, Pappas drives initiatives that not only enhance productivity but also establish strong market presence.
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:
101.75%
Gain -0.66%
Monthly
1.21%
Yearly
15.56%
Drawdown
24.91%
$477.81M
Equity
Holdings
$477.81M
Investment
$314.31M
$167.92M
Profit -$1.8M
Realized
$4.42M
Unrealized
$163.49M
Dividends
$23.2M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$1.8M
Win %
77%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$703,952.34
Win %
77%
This Month
Compared to last month
Gain
0.29%
Profit
$1.37M
Win %
77%
This Year
Compared to last year
Gain
2.49%
Profit
$11.62M
Win %
77%
ETN Eaton Corporation plc
+3.22%
+$259,444.83 
Q Qnity Electronics Inc.
+2.88%
+$5,445.09 
COP ConocoPhillips
+2.35%
+$26,131.39 
SBUX Starbucks Corporation
+1.92%
+$18,596.52 
DUK Duke Energy Corporation
+1.65%
+$23,638 
LOW Lowe's Companies Inc.
+1.08%
+$40,958.34 
ABT Abbott Laboratories
+1.01%
+$29,654.9 
GLW Corning Incorporated
+0.91%
+$25,783.08 
CVX Chevron Corporation
+0.9%
+$41,427.75 
ACN Accenture plc Class A
+0.88%
+$3,914.01 
META Meta Platforms Inc Class A
+0.71%
+$67,259.12 
TSLA Tesla, Inc.
+0.58%
+$2,383.55 
KMB Kimberly-Clark Corporation
+0.51%
+$11,134.81 
MTB M&T Bank Corporation
+0.41%
+$2,581.18 
DIS The Walt Disney Company
+0.34%
+$1,185.8 
NSC Norfolk Southern Corporation
+0.2%
+$1,325.98 
BA Boeing Company
+0.19%
+$10,173.83 
PM Philip Morris International Inc.
+0.12%
+$2,998.38 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.03%
+$512.74 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$135.65 
A Agilent Technologies Inc.
0%
$0 
AAT American Assets Trust, Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AME Ametek Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
+$0.02 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AVGO Broadcom Inc.
0%
+$0.46 
AVB AvalonBay Communities, Inc.
0%
$0 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
+$0.02 
BXP Boston Properties, Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
-$0.2 
CBOE Cboe Global Markets Inc.
0%
+$0.01 
CDNMF EGR Exploration Ltd.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CI The Cigna Group
0%
+$0.1 
CLX The Clorox Company
0%
$0 
CMI Cummins Inc.
0%
-$0.01 
COST Costco Wholesale Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
-$0.14 
DEO Diageo plc Sponsored ADR
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
-$0.03 
EQR Equity Residential
0%
$0 
ETR Entergy Corporation
0%
$0 
FCPT Four Corners Property Trust Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FE FirstEnergy Corp.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.11 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.05 
HAL Halliburton Company
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HWM Howmet Aerospace Inc.
0%
+$0.02 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IIPR Innovative Industrial Properties Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KVUE Kenvue Inc.
0%
-$0.01 
LLY Eli Lilly and Company
0%
-$0.09 
LMT Lockheed Martin Corporation
0%
+$0.14 
LPSN LivePerson, Inc.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.08 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MCO Moody's Corporation
0%
-$0.03 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
+$0.01 
MMM 3M Company
0%
+$0.05 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.1 
MSI Motorola Solutions, Inc.
0%
-$0.01 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NGG National Grid plc Sponsored ADR
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$0.09 
O Realty Income Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.18 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PHM PulteGroup Inc.
0%
-$0.01 
PLD Prologis Inc.
0%
+$0.02 
PNC The PNC Financial Services Group, Inc.
0%
+$0.12 
PSX Phillips 66
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SLB Schlumberger Limited
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SO The Southern Company
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
STT State Street Corp
0%
$0 
SUPN Supernus Pharmaceuticals Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
+$0.02 
TD The Toronto-Dominion Bank
0%
-$0.01 
TGT Target Corporation
0%
-$0.03 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UNP Union Pacific Corporation
0%
+$0.02 
UNH UnitedHealth Group Incorporated
0%
+$0.08 
UPS United Parcel Service, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.11 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$0.04 
VZ Verizon Communications Inc.
0%
$0 
WBS Webster Financial Corporation
0%
$0 
WASH Washington Trust Bancorp Inc.
0%
$0 
WELL Welltower Inc.
0%
+$0.01 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$0.21 
WMT Walmart Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WYNN Wynn Resorts, Limited
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XPO XPO Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.4 
YETI FNCL Series 2007 Other Floating Rate Instrument
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ZVRA Zevra Therapeutics, Inc.
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.01 
DVY iShares Select Dividend ETF
0%
-$0.02 
IAU iShares Gold Trust
0%
$0 
IGM iShares Expanded Tech Sector ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
-$0.07 
IJS iShares S&P Small-Cap 600 Value ETF
0%
+$0.06 
IWM iShares Russell 2000 ETF
0%
-$0.03 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.03 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.08 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.16 
VIS Vanguard Industrials ETF
0%
-$0.01 
VOO Vanguard S&P 500 ETF
0%
-$0.04 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.07 
VYM Vanguard High Dividend Yield ETF
0%
+$0.01 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.08 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
FISV Fiserv, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
+$0.04 
EIPI FT Energy Income Partners Enhanced Income ETF
0%
$0 
QXO Qxo Inc.
0%
$0 
LINE Lineage, Inc.
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
NBB Nuveen Taxable Municipal Income Fund
0%
$0 
NEA Nuveen AMT-Free Quality Municipal Income Fund
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$0.03 
MQY BlackRock MuniYield Quality Fund, Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
+$0.02 
GOOGL Alphabet Inc
-3.84%
-$402,791.47 
ORCL Oracle Corporation
-3.69%
-$30,239.55 
BABA Alibaba Group Holding Limited SP ADR
-3.38%
-$75,909.71 
RBLX Roblox Corporation
-2.24%
-$5,062.99 
AMZN Amazon.com Inc
-2.09%
-$149,346.92 
TJX The TJX Companies, Inc.
-1.94%
-$7,204.14 
ALB Albemarle Corporation
-1.41%
-$10,519.16 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$6,384 
AAPL Apple Inc.
-1.09%
-$337,284.7 
CL Colgate-Palmolive Company
-0.9%
-$20,609.4 
GXO GXO Logistics Inc.
-0.62%
-$1,837.15 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$1,020.12 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.08%
-$140 
ES Eversource Energy
-0.06%
-$819.56 
NVDA NVIDIA Corporation
-0.02%
-$4,591.15 
MPB Mid Penn Bancorp Inc.
-0.01%
-$66.1 
TRV The Travelers Companies, Inc.
0%
-$6.53 
ADP Automatic Data Processing Inc.
0%
-$42.72 
ADI Analog Devices, Inc.
0%
-$3.79 Events
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Dividends
Dividend Analysis
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| Trades 3026 | Longs Won 1888/3026 62% | Profit Factor 6.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $454,528.35 |
| Average Win $104,331.14 | Best Trade (Sep 08) $15.1M | Sharpe Ratio -69.83 |
| Average Loss -$25,537.7 | Worst Trade (Dec 31) -$1.35M | Z-Score 17.72 (100%) |
| Commissions $0 | Avg. Trade Length 2y | Expectancy $55,490.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 2,441 | $321,308.83 | $363,025.52 | - | $41,716.69 | 12.98% | 0.0 |
| AAPL Apple Inc. | 100,682 | $22.88M | $30.7M | - | $7.82M | 34.18% | -1.087% |
| AAT American Assets Trust, Inc. | 16,060 | $389,221.7 | $361,992.4 | - | -$27,229.3 | -7% | 0.0 |
| ABBV AbbVie Inc. | 20,254 | $3.04M | $5.02M | - | $1.99M | 65.38% | 0.0 |
| ABT Abbott Laboratories | 26,959 | $3.55M | $2.96M | - | -$593,126.72 | -16.7% | +1.013% |
| ACN Accenture plc Class A | 2,493 | $645,143.13 | $448,291.26 | - | -$196,851.87 | -30.51% | +0.881% |
| ADI Analog Devices, Inc. | 759 | $206,263.26 | $291,399.07 | - | $85,135.81 | 41.28% | -0.001% |
| ADP Automatic Data Processing Inc. | 8,562 | $2.15M | $2.34M | - | $194,998.86 | 9.08% | -0.002% |
| AFL Aflac Inc. | 14,234 | $861,423.92 | $1.74M | - | $874,270.04 | 101.49% | 0.0 |
| ALB Albemarle Corporation | 5,686 | $489,971.17 | $735,540.96 | - | $245,569.79 | 50.12% | -1.41% |
| AMD Advanced Micro Devices, Inc. | 800 | $464,727.98 | $375,648 | - | -$89,079.98 | -19.17% | 0.0 |
| AME Ametek Inc. | 5,300 | $955,378 | $1.34M | - | $384,886 | 40.29% | 0.0 |
| AMGN Amgen Inc. | 1,284 | $355,455.69 | $535,684.8 | - | $180,229.11 | 50.7% | 0.0 |
| AMT American Tower Corporation | 1,732 | $351,085.83 | $292,898.52 | - | -$58,187.31 | -16.57% | 0.0 |
| AMZN Amazon.com Inc | 25,661 | $4.53M | $6.99M | - | $2.46M | 54.21% | -2.093% |
| APD Air Products and Chemicals, Inc. | 1,762 | $517,944.76 | $543,013.16 | - | $25,068.4 | 4.84% | 0.0 |
| ARM Arm Holdings plc American Depositary Receipt | 1,535 | $248,270.92 | $411,149.77 | - | $162,878.85 | 65.61% | 0.0 |
| AVB AvalonBay Communities, Inc. | 2,310 | $523,754.25 | $424,670.4 | - | -$99,083.85 | -18.92% | 0.0 |
| AVGO Broadcom Inc. | 45,974 | $3.28M | $19.42M | - | $16.14M | 491.88% | 0.0 |
| AWK American Water Works Company, Inc. | 1,830 | $238,607.7 | $247,873.5 | - | $9,265.8 | 3.88% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Sotirios Mike Pappas?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.96M, Apple Inc - $2.22M, JPMorgan Chase & Co - $1.13M, RTX Corporation - $1.09M, and Broadcom Inc - $1.04M. 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: Diageo plc Sponsored ADR - $1.16M, LivePerson, Inc - $1.1M, Bausch Health Companies Inc - $878,372.25, Pfizer Inc - $527,950.26, and Digital Realty Trust, Inc - $438,674.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sotirios Mike Pappas's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.2M earned over time. The largest contributors to dividend income include Pfizer Inc - $945,341.11, JPMorgan Chase & Co - $759,392.95, Chevron Corporation - $624,877.55, Microsoft Corp - $558,783.65, and Exxon Mobil Corporation - $552,085.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sotirios Mike Pappas's monthly returns?
Sotirios Mike Pappas'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 Sotirios Mike Pappas's strategy be considered aggressive or moderate?
Sotirios Mike Pappas's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Sotirios Mike Pappas's strategy?
Sotirios Mike Pappas's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
