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:
93.83%
Gain +0.39%
Monthly
1.2%
Yearly
15.43%
Drawdown
24.88%
$480.98M
Equity
Holdings
$480.98M
Investment
$321.72M
$158.19M
Profit +$1.8M
Realized
-$1.08M
Unrealized
$159.27M
Dividends
$22.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.39%
Profit
$1.8M
Win %
79%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$540,828.23
Win %
79%
This Month
Compared to last month
Gain
0.59%
Profit
$2.81M
Win %
79%
This Year
Compared to last year
Gain
11.98%
Profit
$51.44M
Win %
79%
BABA Alibaba Group Holding Limited SP ADR
+4.63%
+$88,216.24 
RBLX Roblox Corporation
+4.08%
+$12,871 
INTC Intel Corporation
+2.45%
+$125,625.88 
AVGO Broadcom Inc.
+1.95%
+$337,572.24 
SNOW Snowflake Inc.
+1.76%
+$10,652.52 
MSFT Microsoft Corp.
+1.74%
+$347,889.24 
GOOG Alphabet Inc
+1.65%
+$101,661.56 
GOOGL Alphabet Inc
+1.54%
+$156,376.87 
MPC Marathon Petroleum Corporation
+1.52%
+$44,514.63 
CBOE Cboe Global Markets Inc.
+1.47%
+$5,339.75 
GEV GE Vernova Inc.
+1.47%
+$36,130.5 
PSX Phillips 66
+1.4%
+$24,617.02 
FISV Fiserv, Inc.
+1.38%
+$9,355.5 
COP ConocoPhillips
+1.33%
+$15,023.07 
KMI Kinder Morgan, Inc.
+1.28%
+$41,915 
ICE Intercontinental Exchange, Inc.
+1.2%
+$17,666.93 
CVX Chevron Corporation
+1.17%
+$52,214.22 
PGR Progressive Corporation
+1.16%
+$3,765.13 
IBKR Interactive Brokers Group Inc.
+1.15%
+$29,328 
ABT Abbott Laboratories
+1.07%
+$27,386.64 
AMZN Amazon.com Inc
+1%
+$78,794.56 
HAL Halliburton Company
+0.92%
+$4,017.32 
XOM Exxon Mobil Corporation
+0.86%
+$53,728.35 
DEO Diageo plc Sponsored ADR
+0.84%
+$6,461 
CI The Cigna Group
+0.81%
+$23,226.36 
DLR Digital Realty Trust, Inc.
+0.81%
+$7,322 
V Visa Inc. Class A
+0.68%
+$27,513.44 
ARM Arm Holdings plc American Depositary Receipt
+0.64%
+$3,223.35 
TJX The TJX Companies, Inc.
+0.63%
+$2,311.51 
T AT&T Inc.
+0.62%
+$2,498.45 
MA Mastercard Incorporated
+0.56%
+$12,409.2 
IGM iShares Expanded Tech Sector ETF
+0.55%
+$5,463.86 
ACN Accenture plc Class A
+0.52%
+$1,101 
SCHW Charles Schwab Corporation
+0.49%
+$6,036 
DUK Duke Energy Corporation
+0.47%
+$6,921.14 
TXN Texas Instruments Inc
+0.44%
+$3,758.55 
LVS Las Vegas Sands Corp.
+0.44%
+$3,005.8 
META Meta Platforms Inc Class A
+0.42%
+$47,972.64 
FCX Freeport-McMoRan Inc.
+0.4%
+$3,649.55 
MDT Medtronic plc
+0.4%
+$925.6 
RTX RTX Corporation
+0.33%
+$26,437.12 
OKE ONEOK, Inc.
+0.28%
+$2,712.58 
SMH VanEck Semiconductor ETF
+0.26%
+$4,371.18 
GD General Dynamics Corporation
+0.25%
+$9,701.76 
OTIS Otis Worldwide Corporation
+0.24%
+$576.18 
IBM International Business Machines Corporation
+0.22%
+$9,467.68 
VGT Vanguard Information Technology ETF
+0.19%
+$945.84 
XLC Communication Services Select Sector SPDR Fund
+0.18%
+$1,178.75 
LYV Live Nation Entertainment, Inc.
+0.17%
+$1,607.35 
WELL Welltower Inc.
+0.16%
+$846 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$18,051.97 
QQQM Invesco NASDAQ 100 ETF
+0.14%
+$1,271.01 
APD Air Products and Chemicals, Inc.
+0.11%
+$629.62 
NBB Nuveen Taxable Municipal Income Fund
+0.1%
+$161.25 
VUG Vanguard Growth ETF
+0.07%
+$301.62 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.04%
+$763.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$136.93 
MGK Vanguard Mega Cap Growth ETF
+0.02%
+$80 
NDAQ Nasdaq, Inc.
+0.02%
+$62.24 
ETN Eaton Corporation plc
0%
+$184.74 
CDNMF EGR Exploration Ltd.
0%
$0 
HOLX Hologic Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
QXO Qxo Inc.
-5.8%
-$8,475.25 
ZVRA Zevra Therapeutics, Inc.
-4.07%
-$187,867.16 
ORCL Oracle Corporation
-3.39%
-$19,872.04 
DELL Dell Technologies Inc.
-3.3%
-$18,672.29 
BXP Boston Properties, Inc.
-3.09%
-$13,134.96 
ALB Albemarle Corporation
-3.05%
-$23,294.4 
DRI Darden Restaurants, Inc.
-2.99%
-$68,503.36 
TSLA Tesla, Inc.
-2.93%
-$13,761.44 
WY Weyerhaeuser Company
-2.86%
-$8,936.2 
EMR Emerson Electric Co.
-2.82%
-$13,478.74 
PHM PulteGroup Inc.
-2.61%
-$12,995.5 
TD The Toronto-Dominion Bank
-2.59%
-$21,635.2 
GE General Electric Company
-2.47%
-$101,705.88 
DE Deere & Company
-2.43%
-$69,706.41 
LOW Lowe's Companies Inc.
-2.38%
-$87,246.4 
NVS Novartis AG Sponsored ADR
-2.35%
-$33,100.18 
MS Morgan Stanley
-2.3%
-$72,636.15 
MRK Merck & Co., Inc.
-2.23%
-$69,423.8 
LLY Eli Lilly and Company
-2.23%
-$68,381.41 
NFLX Netflix, Inc.
-2.16%
-$4,589.2 
CARR Carrier Global Corporation
-2.11%
-$6,398.85 
BA Boeing Company
-2.09%
-$101,500.29 
CAT Caterpillar Inc.
-2.08%
-$181,849.44 
AMT American Tower Corporation
-2.06%
-$5,652.5 
NGG National Grid plc Sponsored ADR
-2%
-$15,928.08 
HPE Hewlett Packard Enterprise Company
-1.99%
-$9,472.19 
GXO GXO Logistics Inc.
-1.98%
-$10,532.01 
HD The Home Depot, Inc.
-1.92%
-$104,283.69 
PLD Prologis Inc.
-1.86%
-$4,723.22 
UNP Union Pacific Corporation
-1.81%
-$13,071.24 
XPO XPO Inc.
-1.76%
-$21,603 
PEP PepsiCo, Inc.
-1.74%
-$57,255.66 
CL Colgate-Palmolive Company
-1.68%
-$38,151.36 
AAPL Apple Inc.
-1.65%
-$595,286.76 
CSX CSX Corporation
-1.6%
-$19,871.73 
WMT Walmart Inc.
-1.59%
-$51,986.48 
MDLZ Mondelez International, Inc.
-1.52%
-$10,176.99 
DIS The Walt Disney Company
-1.5%
-$5,402.25 
NSC Norfolk Southern Corporation
-1.5%
-$10,404 
PNC The PNC Financial Services Group, Inc.
-1.49%
-$45,722.16 
AWK American Water Works Company, Inc.
-1.48%
-$3,659.98 
JNJ Johnson & Johnson
-1.48%
-$108,187.27 
CMI Cummins Inc.
-1.43%
-$9,248.54 
WFC Wells Fargo & Company
-1.41%
-$34,596.21 
NVO Novo Nordisk A/S Sponsored ADR
-1.37%
-$8,573.25 
ED Consolidated Edison, Inc.
-1.36%
-$13,730.22 
MCO Moody's Corporation
-1.36%
-$21,656.2 
AME Ametek Inc.
-1.35%
-$17,013 
AAT American Assets Trust, Inc.
-1.35%
-$5,333.7 
PEG Public Service Enterprise Group Incorporated
-1.31%
-$3,753.32 
MET MetLife Inc.
-1.3%
-$15,109.7 
PFE Pfizer Inc.
-1.26%
-$56,714.58 
BAC Bank of America Corporation
-1.26%
-$124,405.05 
LNT Alliant Energy Corporation
-1.24%
-$4,688.13 
NEE NextEra Energy, Inc.
-1.23%
-$24,150.97 
WYNN Wynn Resorts, Limited
-1.23%
-$14,955.92 
D Dominion Energy, Inc.
-1.23%
-$6,487.59 
AXP American Express Company
-1.22%
-$21,092.45 
BMY Bristol-Myers Squibb Company
-1.15%
-$14,892.5 
VRTX Vertex Pharmaceuticals Incorporated
-1.14%
-$11,040 
PRU Prudential Financial, Inc.
-1.13%
-$3,896.47 
SBUX Starbucks Corporation
-1.12%
-$17,302.19 
CFG Citizens Financial Group, Inc.
-1.12%
-$7,464.96 
O Realty Income Corporation
-1.08%
-$25,152.46 
ETR Entergy Corporation
-1.08%
-$5,030.06 
ROK Rockwell Automation, Inc.
-1.06%
-$11,639.57 
ES Eversource Energy
-1.05%
-$15,730.61 
VIS Vanguard Industrials ETF
-1.03%
-$4,451.7 
VHT Vanguard Health Care ETF
-1.03%
-$6,585.11 
IJJ iShares S&P Mid-Cap 400 Value ETF
-1.02%
-$10,605 
GS The Goldman Sachs Group, Inc.
-1.01%
-$50,159.34 
JPM JPMorgan Chase & Co.
-1.01%
-$150,850.96 
PG Procter & Gamble Co
-1%
-$30,655.5 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.97%
-$5,380.23 
GIS General Mills, Inc.
-0.96%
-$4,777.85 
VNQ Vanguard Real Estate ETF
-0.88%
-$13,166.56 
SO The Southern Company
-0.84%
-$15,998.4 
ZTS Zoetis Inc.
-0.82%
-$6,062.49 
WBS Webster Financial Corporation
-0.79%
-$2,359.2 
GILD Gilead Sciences Inc.
-0.78%
-$1,857.45 
XLRE The Real Estate Select Sector SPDR Fund
-0.78%
-$3,893.64 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$3,743.55 
SYY Sysco Corporation
-0.77%
-$6,044.85 
DVY iShares Select Dividend ETF
-0.77%
-$2,955.63 
WPC W. P. Carey Inc.
-0.77%
-$2,567.08 
UNH UnitedHealth Group Incorporated
-0.76%
-$23,980.55 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.76%
-$3,886 
COST Costco Wholesale Corporation
-0.74%
-$1,668.22 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$12,791.68 
MPB Mid Penn Bancorp Inc.
-0.73%
-$3,437.2 
SLB Schlumberger Limited
-0.71%
-$3,575.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.7%
-$2,045.67 
KEYS Keysight Technologies, Inc.
-0.69%
-$3,806.24 
HWM Howmet Aerospace Inc.
-0.67%
-$3,453.21 
IJS iShares S&P Small-Cap 600 Value ETF
-0.67%
-$5,952.4 
TRV The Travelers Companies, Inc.
-0.67%
-$1,788.28 
ABBV AbbVie Inc.
-0.66%
-$34,027.62 
CLX The Clorox Company
-0.65%
-$7,340.13 
CSCO Cisco Systems, Inc.
-0.65%
-$28,880.99 
AMGN Amgen Inc.
-0.63%
-$2,944.01 
VB Vanguard Small-Cap ETF
-0.63%
-$30,466.64 
PM Philip Morris International Inc.
-0.62%
-$16,462.8 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.62%
-$3,895.55 
GLW Corning Incorporated
-0.61%
-$17,139.02 
MSI Motorola Solutions, Inc.
-0.59%
-$2,093.3 
SUPN Supernus Pharmaceuticals Inc.
-0.58%
-$7,196 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$3,133.25 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$3,151.57 
MTB M&T Bank Corporation
-0.55%
-$3,432.64 
WASH Washington Trust Bancorp Inc.
-0.55%
-$1,788.2 
IIPR Innovative Industrial Properties Inc.
-0.54%
-$2,071.65 
IRM Iron Mountain Inc.
-0.54%
-$1,505.49 
MCD McDonald's Corporation
-0.53%
-$19,696.96 
VYM Vanguard High Dividend Yield ETF
-0.53%
-$2,584.86 
AFL Aflac Inc.
-0.51%
-$8,916.39 
IWM iShares Russell 2000 ETF
-0.5%
-$4,971.27 
AVB AvalonBay Communities, Inc.
-0.48%
-$2,148.3 
EQR Equity Residential
-0.48%
-$2,171.4 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.47%
-$840 
SPG Simon Property Group, Inc.
-0.46%
-$10,365.68 
VO Vanguard Mid-Cap ETF
-0.46%
-$30,411.8 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.44%
-$3,277.5 
MMM 3M Company
-0.44%
-$5,846.4 
TGT Target Corporation
-0.44%
-$4,498.75 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.43%
-$2,615.35 
STT State Street Corp
-0.42%
-$1,596 
ADI Analog Devices, Inc.
-0.4%
-$1,130.91 
FCPT Four Corners Property Trust Inc.
-0.38%
-$1,385.9 
XEL Xcel Energy Inc.
-0.37%
-$972.08 
C Citigroup Inc.
-0.36%
-$13,854.12 
FE FirstEnergy Corp.
-0.33%
-$1,186.72 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.3%
-$1,108.31 
VZ Verizon Communications Inc.
-0.3%
-$804.57 
KMB Kimberly-Clark Corporation
-0.29%
-$6,836.8 
ADP Automatic Data Processing Inc.
-0.29%
-$6,392.3 
SYK Stryker Corporation
-0.27%
-$13,825.01 
IAU iShares Gold Trust
-0.27%
-$729.2 
WM Waste Management, Inc.
-0.26%
-$13,086.99 
HIG The Hartford Insurance Group, Inc.
-0.25%
-$5,001.64 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$722.76 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.23%
-$2,280 
NMCO Nuveen Municipal Credit Opportunities Fund
-0.23%
-$475 
VOO Vanguard S&P 500 ETF
-0.23%
-$3,464.99 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.22%
-$943.54 
NVDA NVIDIA Corporation
-0.19%
-$39,489.61 
LMT Lockheed Martin Corporation
-0.19%
-$4,732.63 
BNY BlackRock New York Municipal Income Trust
-0.18%
-$992.67 
BIO Bio-Rad Laboratories Inc.
-0.16%
-$427.5 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.15%
-$2,927.91 
BR Broadridge Financial Solutions, Inc.
-0.12%
-$296.28 
CVS CVS Health Corporation
-0.06%
-$1,888.26 
KO The Coca-Cola Company
-0.04%
-$678.93 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.04%
-$187.53 
HON Honeywell International Inc.
-0.03%
-$322.77 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.02%
-$268.32 Events
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Dividends
Dividend Analysis
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| Trades 2830 | Longs Won 1686/2830 59% | Profit Factor 6.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $477,751.41 |
| Average Win $109,883.71 | Best Trade (Jul 22) $15.59M | Sharpe Ratio -11.18 |
| Average Loss -$23,665.69 | Worst Trade (Dec 31) -$1.35M | Z-Score 15.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 5d | Expectancy $55,897.66 |
| 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 | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.35M, Apple Inc - $1.39M, JPMorgan Chase & Co - $1.01M, SPDR S&P 500 ETF Trust - $879,122.76, and Broadcom Inc - $840,665.48. 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: LivePerson, Inc - $1.1M, Bausch Health Companies Inc - $878,372.25, Pfizer Inc - $547,910.38, Diageo plc Sponsored ADR - $435,089.27, and Digital Realty Trust, Inc - $429,523.46. 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 $22.43M earned over time. The largest contributors to dividend income include Pfizer Inc - $868,764.56, JPMorgan Chase & Co - $693,953.95, Chevron Corporation - $582,739.61, Microsoft Corp - $512,451, and Exxon Mobil Corporation - $510,950.08. 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.
