Aldis Birkans Portfolio
Invests via Bank of Jackson Hole Trust | Managed by Aldis Birkans
Invests via Bank of Jackson Hole Trust
Managed by Aldis Birkans
Automatically Tracked
Runs concentrated public-equity portfolios focused on European small caps with a value-driven, event-oriented approach that seeks asymmetric returns through corporate catalysts and turnaround situations. Aldis Birkans has background in equity research and portfolio management and brings a fundamentals-first investment process, active position sizing, and frequent engagement with company management and advisers. Typical capital focus is liquid equities and special situations.
Runs concentrated public-equity portfolios focused on European small caps with a value-driven, event-oriented approach that seeks asymmetric returns through corporate catalysts and turnaround situations. Aldis Birkans has background in equity research and portfolio management and brings a fundamentals-first investment process, active position sizing, and frequent engagement with company management and advisers. Typical capital focus is liquid equities and special situations.
Investment Philosophy & Strategy
Concentrated, fundamentals-driven investor focused on European small-cap equities and liquid special situations. Seeks asymmetric upside via value-oriented, event-driven and turnaround opportunities, underwriting positions around corporate catalysts, restructuring, or strategic inflection points. Employs deep equity research, active position sizing, hands-on engagement with management and advisers, and a disciplined risk framework that emphasizes downside protection and conviction-weighted exposure. Time horizon is medium-to-long, aiming to capture post-event re-rating while pruning positions as catalysts resolve.
Concentrated, fundamentals-driven investor focused on European small-cap equities and liquid special situations. Seeks asymmetric upside via value-oriented, event-driven and turnaround opportunities, underwriting positions around corporate catalysts, restructuring, or strategic inflection points. Employs deep equity research, active position sizing, hands-on engagement with management and advisers, and a disciplined risk framework that emphasizes downside protection and conviction-weighted exposure. Time horizon is medium-to-long, aiming to capture post-event re-rating while pruning positions as catalysts resolve.
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:
-0.16%
Gain
Monthly
-0.01%
Yearly
-0.11%
Drawdown
24.13%
$230.94M
Equity
Holdings
$230.94M
Investment
$185.94M
$44.74M
Profit -$712,523.62
Realized
-$252,645.99
Unrealized
$44.99M
Dividends
$4.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$712,523.62
Win %
68%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$361,320.72
Win %
68%
This Month
Compared to last month
Gain
0.47%
Profit
$1.09M
Win %
68%
This Year
Compared to last year
Gain
12.15%
Profit
$25.03M
Win %
67%
ABT Abbott Laboratories
+10.7%
+$52,668.25 
LCID Lucid Group, Inc.
+8.57%
+$23.46 
BTI British American Tobacco p.l.c. ADR
+7.54%
+$314.53 
CTAS Cintas Corporation
+7.21%
+$3,511.64 
CSGP CoStar Group, Inc.
+6.6%
+$1,261.48 
MCK McKesson Corporation
+5.63%
+$1,165.84 
ACN Accenture plc Class A
+5.59%
+$2,512.48 
BAX Baxter International Inc.
+5.46%
+$296.45 
INTU Intuit Inc.
+5.39%
+$90.54 
PEGA Pegasystems Inc.
+5.24%
+$57.4 
KNSL Kinsale Capital Group Inc.
+5%
+$958.2 
PM Philip Morris International Inc.
+4.98%
+$15,579 
VRSK Verisk Analytics Inc.
+4.98%
+$678.05 
ADBE Adobe Inc.
+4.79%
+$1,558.75 
EFX Equifax Inc.
+4.68%
+$915.42 
SYK Stryker Corporation
+4.64%
+$22,519.12 
MDLZ Mondelez International, Inc.
+4.6%
+$10,346.4 
SJM The J.M. Smucker Company
+4.55%
+$4,612.8 
PLD Prologis Inc.
+4.52%
+$14,573.52 
ROP Roper Technologies Inc.
+4.5%
+$78.5 
FDS FactSet Research Systems Inc.
+4.42%
+$366.3 
PAYX Paychex Inc.
+4.27%
+$27,889.8 
ITW Illinois Tool Works Inc.
+4.26%
+$5,606.6 
ORLY O'Reilly Automotive Inc.
+4.25%
+$98.56 
ABBV AbbVie Inc.
+4.24%
+$75,461.32 
MANH Manhattan Associates Inc.
+4.18%
+$1,735.75 
CHRW C.H. Robinson Worldwide, Inc.
+4.18%
+$1,287 
NKE Nike, Inc. - Class B
+4.16%
+$735.14 
WM Waste Management, Inc.
+4.06%
+$42,626.76 
ZBH Zimmer Biomet Holdings, Inc.
+4%
+$581.21 
GIS General Mills, Inc.
+3.98%
+$489.88 
GEHC GE HealthCare Technologies Inc.
+3.96%
+$1,000 
MKC McCormick & Company, Incorporated
+3.93%
+$2,334 
VTRS Viatris Inc.
+3.9%
+$18.2 
ZBRA Zebra Technologies Corporation
+3.87%
+$611.94 
BR Broadridge Financial Solutions, Inc.
+3.87%
+$1,653 
ADSK Autodesk, Inc.
+3.87%
+$371.68 
GPC Genuine Parts Company
+3.84%
+$19,464.9 
MDT Medtronic plc
+3.84%
+$15,978.39 
UNP Union Pacific Corporation
+3.83%
+$4,873.05 
GRMN Garmin Ltd.
+3.82%
+$5,528.77 
IBM International Business Machines Corporation
+3.79%
+$31,767.7 
DGX Quest Diagnostics Inc.
+3.77%
+$197.86 
UPS United Parcel Service, Inc.
+3.75%
+$4,891.43 
CPRT Copart Inc.
+3.7%
+$60.6 
AMGN Amgen Inc.
+3.7%
+$4,070.82 
ADP Automatic Data Processing Inc.
+3.67%
+$14,334.93 
FND Floor & Decor Holdings, Inc.
+3.66%
+$163.13 
KR Kroger Co.
+3.64%
+$10.3 
KDP Keurig Dr Pepper Inc.
+3.63%
+$90.2 
JKHY Jack Henry & Associates, Inc.
+3.62%
+$220.17 
MO Altria Group, Inc.
+3.55%
+$17,354.64 
TRMB Trimble Inc.
+3.52%
+$640.5 
GILD Gilead Sciences Inc.
+3.49%
+$777.4 
APPN Appian Corporation
+3.47%
+$247.28 
ONB Old National Bancorp
+3.45%
+$731.64 
ISRG Intuitive Surgical, Inc.
+3.44%
+$1,482.96 
NBHC National Bank Holdings Corporation
+3.43%
+$20,553 
CRM Salesforce Inc
+3.4%
+$13,699.45 
HOG Harley-Davidson Inc.
+3.35%
+$34.8 
RSG Republic Services, Inc.
+3.3%
+$1,723.2 
MRK Merck & Co., Inc.
+3.29%
+$40,922.36 
AJG Arthur J. Gallagher & Co.
+3.28%
+$658.12 
BDX Becton, Dickinson and Company
+3.27%
+$3,366.48 
WINA Winmark Corporation
+3.23%
+$243.8 
LKFN Lakeland Financial Corporation
+3.21%
+$544.5 
MCD McDonald's Corporation
+3.2%
+$41,788.62 
COST Costco Wholesale Corporation
+3.17%
+$19,217.86 
ZTS Zoetis Inc.
+3.17%
+$2,898.08 
NDAQ Nasdaq, Inc.
+3.16%
+$520.2 
PSA Public Storage Common Stock
+3.14%
+$14,400.33 
BJ BJ's Wholesale Club Holdings, Inc.
+3.14%
+$696.18 
SBUX Starbucks Corporation
+3.1%
+$11,201.36 
NWBI Northwest Bancshares Inc.
+3.09%
+$1,880 
WOOF Petco Health and Wellness Company, Inc.
+3.09%
+$16 
LOW Lowe's Companies Inc.
+3.08%
+$6,188.68 
INGR Ingredion Inc.
+3.08%
+$8,866.35 
IP International Paper Company
+3.08%
+$170.63 
BMY Bristol-Myers Squibb Company
+3.06%
+$2,412 
KHC The Kraft Heinz Company
+3.06%
+$54.6 
ROST Ross Stores, Inc.
+3.06%
+$449.15 
MA Mastercard Incorporated
+3.05%
+$4,482.5 
IFF International Flavors & Fragrances Inc.
+3.04%
+$542.73 
JBTM JBT Marel Corporation
+3.02%
+$122.1 
KO The Coca-Cola Company
+3.01%
+$7,919.69 
PEP PepsiCo, Inc.
+2.98%
+$32,554.34 
EPAC Enerpac Tool Group Corp.
+2.96%
+$600.78 
CSX CSX Corporation
+2.95%
+$922.72 
NSC Norfolk Southern Corporation
+2.92%
+$1,120.86 
SPGI S&P Global Inc.
+2.9%
+$7,148.4 
FAST Fastenal Co.
+2.89%
+$64.19 
PCAR PACCAR Inc.
+2.86%
+$91.52 
CL Colgate-Palmolive Company
+2.85%
+$6,061.84 
CCC CCC Intelligent Solutions Holdings Inc.
+2.83%
+$78.54 
BL BlackLine, Inc. Common Stock
+2.82%
+$99.6 
TSCO Tractor Supply Company
+2.82%
+$5,582.8 
PRU Prudential Financial, Inc.
+2.8%
+$13,694.66 
TMUS T-Mobile US, Inc.
+2.79%
+$3,708.07 
XLP Consumer Staples Select Sector SPDR Fund
+2.79%
+$755.62 
V Visa Inc. Class A
+2.72%
+$69,701.36 
FISV Fiserv, Inc.
+2.7%
+$584.8 
HSY The Hershey Company
+2.67%
+$7,872.36 
DIS The Walt Disney Company
+2.66%
+$12,064.08 
VLO Valero Energy Corporation
+2.65%
+$4,603.5 
DRI Darden Restaurants, Inc.
+2.64%
+$180.95 
GNTX Gentex Corporation
+2.64%
+$189.44 
PSX Phillips 66
+2.62%
+$3,642.3 
T AT&T Inc.
+2.61%
+$3,583.44 
CMCSA Comcast Corp
+2.6%
+$4,523.15 
CTVA Corteva Inc.
+2.59%
+$930.75 
WDAY Workday Inc.
+2.54%
+$14.44 
TJX The TJX Companies, Inc.
+2.52%
+$1,618.8 
PFGC Performance Food Group Co.
+2.51%
+$578.93 
DOV Dover Corporation
+2.49%
+$237.82 
MSCI MSCI Inc.
+2.49%
+$1,439.64 
MNST Monster Beverage Corporation
+2.43%
+$552.21 
HBAN Huntington Bancshares Incorporated
+2.43%
+$88 
VZ Verizon Communications Inc.
+2.42%
+$10,042.6 
RGA Reinsurance Group of America, Inc.
+2.39%
+$3,248 
PHO Invesco Water Resources ETF
+2.37%
+$1,101.6 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.37%
+$5,167.5 
URI United Rentals, Inc.
+2.35%
+$6,532.96 
PG Procter & Gamble Co
+2.32%
+$38,354.26 
KMB Kimberly-Clark Corporation
+2.31%
+$954.48 
EXC Exelon Corporation
+2.3%
+$491.4 
CASY Casey's General Stores Inc.
+2.29%
+$1,650.95 
CINF Cincinnati Financial Corporation
+2.24%
+$1,930 
LNC Lincoln National Corporation
+2.23%
+$4.58 
MPC Marathon Petroleum Corporation
+2.23%
+$3,034.85 
MTB M&T Bank Corporation
+2.22%
+$1,186.8 
XLV Health Care Select Sector SPDR Fund
+2.21%
+$3,119.46 
GWW W.W. Grainger, Inc.
+2.2%
+$4,851.73 
REGN Regeneron Pharmaceuticals, Inc.
+2.18%
+$72.45 
PYPL PayPal Holdings Inc
+2.18%
+$1,010.35 
OKE ONEOK, Inc.
+2.17%
+$425.7 
VNQ Vanguard Real Estate ETF
+2.16%
+$2,365.31 
WMT Walmart Inc.
+2.15%
+$39,085.42 
EMR Emerson Electric Co.
+2.08%
+$24,329.51 
GHC Graham Holdings Co.
+2.07%
+$121.95 
J Jacobs Solutions Inc.
+2.04%
+$580.35 
SDY SPDR S&P Dividend ETF
+2.04%
+$25,645.14 
CHD Church & Dwight Co., Inc.
+2.03%
+$807.77 
IYH iShares U.S. Healthcare ETF
+1.98%
+$1,056 
HAS Hasbro Inc.
+1.96%
+$104.28 
XPEV Xpeng Inc.
+1.96%
+$1.35 
MKL Markel Group Inc.
+1.94%
+$334.98 
KEY KeyCorp
+1.91%
+$464.4 
UBER Uber Technologies, Inc.
+1.88%
+$10,704.33 
VRTX Vertex Pharmaceuticals Incorporated
+1.88%
+$71.6 
COWZ Pacer US Cash Cows 100 ETF
+1.87%
+$780 
SYY Sysco Corporation
+1.87%
+$5,078.13 
HD The Home Depot, Inc.
+1.87%
+$25,206.09 
PPL PPL Corporation
+1.85%
+$212.52 
ED Consolidated Edison, Inc.
+1.84%
+$304.5 
CLX The Clorox Company
+1.8%
+$283.5 
SHW The Sherwin-Williams Company
+1.8%
+$3,731.25 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.79%
+$2,613.6 
NVO Novo Nordisk A/S Sponsored ADR
+1.79%
+$144.8 
DVY iShares Select Dividend ETF
+1.78%
+$10,473.75 
CB Chubb Limited
+1.78%
+$2,805.32 
AAPL Apple Inc.
+1.76%
+$184,682.88 
VHT Vanguard Health Care ETF
+1.74%
+$2,371.83 
ES Eversource Energy
+1.69%
+$233.75 
CAH Cardinal Health Inc.
+1.68%
+$490.1 
ILMN Illumina, Inc.
+1.66%
+$164.3 
AFL Aflac Inc.
+1.63%
+$673.74 
HPQ HP Inc.
+1.62%
+$50.05 
MBIN Merchants Bancorp Inc.
+1.62%
+$1,805.6 
MET MetLife Inc.
+1.61%
+$1,490.94 
DE Deere & Company
+1.59%
+$15,219.9 
CHTR Charter Communications Inc
+1.59%
+$16.72 
USB U.S. Bancorp
+1.59%
+$9,346 
HON Honeywell International Inc.
+1.57%
+$8,400.43 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.56%
+$1,715.2 
CBRE CBRE Group Inc.
+1.56%
+$572 
SO The Southern Company
+1.55%
+$11,904.06 
BX Blackstone Inc.
+1.52%
+$301.08 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.47%
+$354.2 
COF Capital One Financial Corporation
+1.47%
+$948.63 
TMO Thermo Fisher Scientific Inc.
+1.47%
+$10,246.74 
ROK Rockwell Automation, Inc.
+1.46%
+$1,350 
MSFT Microsoft Corp.
+1.38%
+$74,900.85 
DUK Duke Energy Corporation
+1.37%
+$7,898.49 
TGT Target Corporation
+1.36%
+$556.48 
WEC WEC Energy Group Inc.
+1.34%
+$1,106.1 
EVRG Evergy Inc.
+1.33%
+$771.78 
ICE Intercontinental Exchange, Inc.
+1.32%
+$11,152.24 
PFE Pfizer Inc.
+1.29%
+$4,940.48 
NVS Novartis AG Sponsored ADR
+1.29%
+$448.14 
LIN Linde plc
+1.28%
+$1,159.84 
CVX Chevron Corporation
+1.26%
+$30,064.08 
SHOP Shopify Inc.
+1.25%
+$9,907.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.25%
+$681.75 
MLPA Global X MLP ETF
+1.25%
+$1,530 
TRP TC Energy Corporation
+1.25%
+$79.12 
COP ConocoPhillips
+1.24%
+$3,853.07 
APO Apollo Global Management, Inc.
+1.22%
+$427.63 
BIDU Baidu Inc.
+1.2%
+$30.82 
APD Air Products and Chemicals, Inc.
+1.19%
+$342.02 
DGRO iShares Core Dividend Growth ETF
+1.19%
+$7.28 
STLA Stellantis N.V.
+1.19%
+$77 
LLY Eli Lilly and Company
+1.18%
+$52,319.2 
IWN iShares Russell 2000 Value ETF
+1.17%
+$466.2 
UNH UnitedHealth Group Incorporated
+1.15%
+$1,192.88 
AMP Ameriprise Financial, Inc.
+1.12%
+$1,948.65 
DLTR Dollar Tree, Inc.
+1.12%
+$147.68 
IWS iShares Russell Mid-Cap Value ETF
+1.11%
+$2,482.36 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$831.6 
PDD PDD Holdings Inc. American Depositary Shares
+1.07%
+$20.24 
JNJ Johnson & Johnson
+1.04%
+$29,272.3 
CGNX Cognex Corporation
+1.03%
+$72.15 
KMI Kinder Morgan, Inc.
+1.02%
+$189.75 
ALL Allstate Corporation
+1%
+$62.4 
XOM Exxon Mobil Corporation
+1%
+$3,447.77 
D Dominion Energy, Inc.
+0.99%
+$764.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$1,096.71 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$10,146.65 
IVE ISHARES S&P 500 VALUE ETF
+0.93%
+$2,466.05 
NFLX Netflix, Inc.
+0.91%
+$4,186.16 
XLE Energy Select Sector SPDR Fund
+0.9%
+$2,671.89 
IWD iShares Russell 1000 Value ETF
+0.88%
+$41,095.18 
CARR Carrier Global Corporation
+0.88%
+$30.25 
DAL Delta Air Lines, Inc.
+0.87%
+$5.25 
GD General Dynamics Corporation
+0.87%
+$10,855.33 
AXP American Express Company
+0.86%
+$5,713.3 
PATH Uipath Inc.
+0.82%
+$76.38 
WAT Waters Corporation
+0.8%
+$514.28 
OSK Oshkosh Corporation
+0.78%
+$522.12 
MELI MercadoLibre, Inc.
+0.77%
+$1,949.51 
MMM 3M Company
+0.77%
+$1,020.9 
OC Owens Corning
+0.76%
+$320.46 
VIG Vanguard Dividend Appreciation ETF
+0.74%
+$6,020 
EOG EOG Resources, Inc.
+0.73%
+$4,596 
XLB Materials Select Sector SPDR Fund
+0.72%
+$448.95 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$16,034.04 
TEAM Atlassian Corporation Class A
+0.64%
+$83.78 
JEPI JPMorgan Equity Premium Income Fund
+0.64%
+$173.88 
WFC Wells Fargo & Company
+0.63%
+$391.27 
DJT Trump Media & Technology Group Corp.
+0.63%
+$2.88 
RCL Royal Caribbean Group
+0.57%
+$141.95 
VTV Vanguard Value ETF
+0.57%
+$36,748.34 
MAR Marriott International Inc. - Class A
+0.57%
+$6,865.65 
SQ Block, Inc.
+0.57%
+$117.5 
SHEL Shell plc
+0.56%
+$63.92 
XLU Utilities Select Sector SPDR Fund
+0.55%
+$2,039.25 
CVS CVS Health Corporation
+0.55%
+$679.76 
WMB The Williams Companies, Inc.
+0.54%
+$558.4 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$49,598.78 
PLTR Palantir Technologies Inc.
+0.51%
+$1,549.72 
LPLA LPL Financial Holdings Inc.
+0.5%
+$202.95 
AEP American Electric Power Company, Inc.
+0.47%
+$3,617.46 
CME CME Group Inc.
+0.45%
+$1,918.4 
NTES NetEase, Inc. American Depositary Receipt
+0.44%
+$99.75 
MDY SPDR S&P MidCap 400 ETF Trust
+0.43%
+$1,563.01 
IWR iShares Russell Mid-Cap ETF
+0.42%
+$49.68 
PNC The PNC Financial Services Group, Inc.
+0.41%
+$2,529.95 
LUV Southwest Airlines Co.
+0.39%
+$26.22 
OMCL Omnicell Inc.
+0.38%
+$8.82 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$63 
ROKU Roku, Inc.
+0.35%
+$166 
XLF Financial Select Sector SPDR Fund
+0.34%
+$760 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.29%
+$144.5 
EA Electronic Arts Inc.
+0.28%
+$118.56 
PGR Progressive Corporation
+0.27%
+$540.65 
XSW SPDR S&P Software & Services ETF
+0.26%
+$42.3 
NEE NextEra Energy, Inc.
+0.26%
+$2,957.11 
S SentinelOne Inc.
+0.26%
+$5.25 
DVN Devon Energy Corporation
+0.24%
+$37.27 
VB Vanguard Small-Cap ETF
+0.24%
+$5,138.2 
PAVE Global X U.S. Infrastructure Development ETF
+0.23%
+$65 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.22%
+$61 
SMMD iShares Russell 2500 ETF
+0.22%
+$152.1 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.2%
+$195.7 
FANG Diamondback Energy Inc
+0.2%
+$5.55 
AMT American Tower Corporation
+0.19%
+$40 
PRLB Proto Labs Inc.
+0.17%
+$7.67 
XTWY BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF
+0.17%
+$5.28 
VO Vanguard Mid-Cap ETF
+0.15%
+$687.84 
AMTM Amentum Holdings, Inc.
+0.12%
+$1.95 
AXON Axon Enterprise, Inc.
+0.12%
+$90.09 
MGM MGM Resorts International
+0.11%
+$8 
HAWX iShares Currency Hedged MSCI ACWI ex U.S. ETF
+0.09%
+$12.65 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$177.91 
WBD Warner Bros. Discovery, Inc.
+0.07%
+$1.06 
XLI Industrial Select Sector SPDR Fund
+0.05%
+$51.75 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$26.79 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$35.25 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$16.87 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.02%
+$2.02 
VGSH Vanguard Short-Term Treasury Fund
+0.02%
+$47.6 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$5.39 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$5.99 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$3.5 
ATS
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
F Ford Motor Company
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
BE Bloom Energy Corporation
-13.69%
-$8,686.7 
RKLB Rocket Lab Corporation
-11.61%
-$2,655 
STX Seagate Technology Holdings plc
-10%
-$17,721.34 
IREN IREN Limited
-9.01%
-$690 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-8.81%
-$432.32 
RXRX Recursion Pharmaceuticals, Inc.
-8.76%
-$292.32 
OKLO Oklo Inc.
-8.73%
-$1,396.5 
MRVL Marvell Technology, Inc.
-8.71%
-$70,708.52 
SERV Serve Robotics Inc.
-8.35%
-$349.44 
HOOD Robinhood Markets, Inc.
-8.24%
-$95.2 
AMBA Ambarella, Inc.
-8.12%
-$184.47 
NOK Nokia Corporation Sponsored ADR
-7.78%
-$831.25 
BLSH Bullish Inc.
-7.04%
-$1,593 
BBAI BigBear.ai Holdings Inc.
-7.01%
-$77.48 
ORCL Oracle Corporation
-6.21%
-$43,051.13 
ACHR Archer Aviation Inc.
-6.17%
-$925.12 
INTC Intel Corporation
-5.84%
-$21,666.05 
TER Teradyne, Inc.
-5.79%
-$356.76 
BHP BHP Group Ltd.
-5.65%
-$338.1 
MU Micron Technology, Inc.
-5.65%
-$34,070.36 
JOBY Joby Aviation, Inc.
-5.54%
-$1,173.9 
CRWV CoreWeave, Inc.
-5.46%
-$42.1 
CRSP Crispr Therapeutics AG
-5.45%
-$560 
ARM Arm Holdings plc American Depositary Receipt
-5.42%
-$405 
AMD Advanced Micro Devices, Inc.
-5.33%
-$42,469.2 
MCHP Microchip Technology Incorporated
-5.31%
-$44,329.82 
BAI iShares A.I. Innovation and Tech Active ETF
-5.13%
-$1,006.56 
AVGO Broadcom Inc.
-5.03%
-$107,300.13 
GNRC Generac Holdings Inc.
-4.97%
-$2,254 
GS The Goldman Sachs Group, Inc.
-4.88%
-$58,908.08 
CI The Cigna Group
-4.83%
-$2,304 
HPE Hewlett Packard Enterprise Company
-4.75%
-$225.07 
NEM Newmont Corporation
-4.6%
-$2,518.5 
ELV Elevance Health, Inc.
-4.47%
-$4,206.65 
MS Morgan Stanley
-4.46%
-$70,596.32 
GOOGL Alphabet Inc
-4.44%
-$256,578.48 
GOOG Alphabet Inc
-4.43%
-$65,747.6 
REMX VanEck Rare Earth and Strategic Metals ETF
-4.4%
-$945 
URA Global X Uranium ETF
-4.39%
-$233.35 
LRCX Lam Research Corporation
-4.31%
-$24,381.95 
FFIV F5 Inc.
-4.29%
-$1,806 
QCOM QUALCOMM Incorporated
-4.1%
-$21,388.86 
GE General Electric Company
-4.07%
-$25,601.92 
ETN Eaton Corporation plc
-4.05%
-$30,567.24 
APP AppLovin Corporation Class A Common Stock
-4.03%
-$164.25 
COIN Coinbase Global, Inc.
-4.02%
-$9,038.4 
FCX Freeport-McMoRan Inc.
-4%
-$1,078.48 
CAT Caterpillar Inc.
-4%
-$85,589.79 
RIVN Rivian Automotive, Inc.
-3.99%
-$1,232.56 
VKTX Viking Therapeutics Inc.
-3.81%
-$288 
ARKK ARK Innovation ETF Fund
-3.56%
-$1,581.97 
MSTR Strategy Inc.
-3.53%
-$41.28 
Q Qnity Electronics Inc.
-3.39%
-$980.56 
TXN Texas Instruments Inc
-3.31%
-$18,823.36 
LFUS Littelfuse Inc.
-3.23%
-$2,294.82 
AMAT Applied Materials, Inc.
-3.19%
-$30,155 
B BARRICK MINING CORP Common Stock (ABR0)
-3.04%
-$234.35 
MTUM iShares MSCI USA Momentum Factor ETF
-3.02%
-$547.52 
KEYS Keysight Technologies, Inc.
-3.01%
-$485.25 
NXPI NXP Semiconductors N.V.
-2.99%
-$175.35 
TAN Invesco Solar ETF
-2.98%
-$41.5 
SOUN SoundHound AI Inc.
-2.92%
-$254.6 
HWM Howmet Aerospace Inc.
-2.92%
-$693.6 
UBS UBS Group AG
-2.81%
-$154.72 
PWR Quanta Services Inc.
-2.76%
-$2,097.81 
CMI Cummins Inc.
-2.76%
-$50,825.25 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.72%
-$1,025.44 
ADI Analog Devices, Inc.
-2.67%
-$2,012.99 
EME EMCOR Group, Inc.
-2.54%
-$625.92 
FXL First Trust Technology AlphaDEX Fund
-2.48%
-$466.39 
META Meta Platforms Inc Class A
-2.46%
-$49,370.88 
APH Amphenol Corporation
-2.46%
-$11.58 
CEG Constellation Energy Corporation
-2.46%
-$577.39 
NVDA NVIDIA Corporation
-2.4%
-$218,111.7 
C Citigroup Inc.
-2.37%
-$1,735.35 
ITA iShares U.S. Aerospace & Defense ETF
-2.33%
-$231.42 
KLAC KLA Corporation
-2.29%
-$410.4 
FTNT Fortinet Inc.
-2.27%
-$276.02 
VPL Vanguard FTSE Pacific ETF
-2.27%
-$154.33 
UPST Upstart Holdings, Inc.
-2.25%
-$293.94 
XLK State Street Technology Select Sector SPDR ETF
-2.24%
-$2,639 
AI C3.ai Inc.
-2.19%
-$18 
INSM Insmed Inc.
-2.14%
-$267.9 
EEM iShares MSCI Emerging Markets ETF
-2.1%
-$5,504.12 
IEMG iShares Core MSCI Emerging Markets ETF
-2.03%
-$121,850.13 
IWF iShares Russell 1000 Growth ETF
-2%
-$296,577.84 
DASH DoorDash, Inc.
-2%
-$76 
AMZN Amazon.com Inc
-1.99%
-$89,013.99 
GLD SPDR Gold Shares
-1.98%
-$826.56 
ANET Arista Networks, Inc.
-1.95%
-$5,011.6 
IAU iShares Gold Trust
-1.94%
-$70,177.16 
SNPS Synopsys, Inc.
-1.94%
-$131.92 
VGT Vanguard Information Technology ETF
-1.9%
-$24,575.2 
CSCO Cisco Systems, Inc.
-1.89%
-$23,767.04 
CDNS Cadence Design Systems, Inc.
-1.84%
-$35,065.15 
GEV GE Vernova Inc.
-1.83%
-$8,196.12 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
-1.79%
-$180 
UAL United Airlines Holdings, Inc.
-1.76%
-$543.15 
BA Boeing Company
-1.74%
-$4,053.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.69%
-$64,602.72 
ASML ASML Holding N.V. New York Registry Shares
-1.68%
-$486.4 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$12,059.6 
DKNG DraftKings Inc.
-1.62%
-$94.3 
HLT Hilton Worldwide Holdings Inc.
-1.61%
-$290.68 
SYM Symbotic Inc. Class A
-1.55%
-$33 
CRWD CrowdStrike Holdings, Inc.
-1.46%
-$1,408.68 
IWO iShares Russell 2000 Growth ETF
-1.45%
-$2,136.75 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.4%
-$385 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.39%
-$500 
DLR Digital Realty Trust, Inc.
-1.39%
-$134.2 
VUG Vanguard Growth ETF
-1.37%
-$11,959.2 
NTRS Northern Trust Corporation
-1.36%
-$455.87 
MDB MongoDB Inc.
-1.33%
-$444 
DOW Dow Inc.
-1.33%
-$560.5 
TTD The Trade Desk, Inc. Class A
-1.29%
-$411.25 
NOC Northrop Grumman Corporation
-1.26%
-$1,123.7 
VBK Vanguard Small-Cap Growth ETF
-1.25%
-$774.37 
BKR Baker Hughes Company
-1.24%
-$210.16 
VOT Vanguard Mid-Cap Growth ETF
-1.21%
-$1,040.38 
DJP iPath Bloomberg Commodity Index Total Return ETN
-1.2%
-$90.72 
ZS Zscaler Inc.
-1.19%
-$110.88 
HEI.A Heico Corporation
-1.18%
-$616.86 
THRO iShares U.S. Thematic Rotation Active ETF
-1.15%
-$187.6 
IBIT iShares Bitcoin Trust
-1.14%
-$42 
VWO Vanguard FTSE Emerging Markets ETF
-1.13%
-$11,000.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.12%
-$14,066.74 
EFG iShares MSCI EAFE Growth ETF
-1.11%
-$2,386.8 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.1%
-$183.6 
JPM JPMorgan Chase & Co.
-1.1%
-$41,974.05 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-1.06%
-$131.48 
JCI Johnson Controls International plc
-1.05%
-$300 
AKAM Akamai Technologies Inc.
-1%
-$74.4 
SLB Schlumberger Limited
-0.97%
-$950.82 
CCI Crown Castle Inc.
-0.96%
-$433.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.94%
-$369.92 
LHX L3Harris Technologies, Inc.
-0.87%
-$227.04 
BNY BlackRock New York Municipal Income Trust
-0.87%
-$3,329.01 
OII Oceaneering International, Inc.
-0.84%
-$93.96 
EFA iShares MSCI EAFE ETF
-0.84%
-$80,114.12 
TSLA Tesla, Inc.
-0.83%
-$9,735.11 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$34,234.65 
PFF iShares Preferred and Income Securities ETF
-0.82%
-$377.5 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.81%
-$12.16 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.8%
-$70.5 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.78%
-$34.98 
RTX RTX Corporation
-0.78%
-$8,695.98 
DFJ WisdomTree Japan SmallCap Dividend Fund
-0.76%
-$205 
DT Dynatrace, Inc.
-0.74%
-$41.54 
XRX Xerox Holdings Corporation
-0.74%
-$116.14 
TD The Toronto-Dominion Bank
-0.74%
-$556.6 
VT Vanguard Total World Stock ETF
-0.74%
-$1,300.36 
ACWI iShares MSCI ACWI ETF
-0.74%
-$5,363.84 
PJT PJT Partners Inc.
-0.72%
-$84.7 
SHLD Global X Defense Tech ETF
-0.71%
-$230.05 
NOW ServiceNow, Inc.
-0.71%
-$108.04 
OEF iShares S&P 100 ETF
-0.7%
-$202.51 
VRNS Varonis Systems, Inc.
-0.7%
-$165.33 
XLC Communication Services Select Sector SPDR Fund
-0.64%
-$1,476.79 
NICE Nice Ltd. Sponsored ADR
-0.59%
-$36 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.59%
-$3,574.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.57%
-$141.94 
BLK BlackRock, Inc.
-0.56%
-$14,414.4 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.56%
-$55 
BP BP p.l.c. Sponsored ADR
-0.54%
-$123.75 
VOO Vanguard S&P 500 ETF
-0.53%
-$964.6 
IVV iShares Core S&P 500 ETF
-0.52%
-$21,374.53 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$5,269.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.52%
-$1.38 
EFV iShares MSCI EAFE Value ETF
-0.5%
-$131.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.49%
-$529.98 
NUE Nucor Corporation
-0.46%
-$440 
VXF Vanguard Extended Market ETF
-0.42%
-$19.09 
DD DuPont de Nemours, Inc.
-0.41%
-$75.64 
ABNB Airbnb, Inc.
-0.39%
-$6.96 
VGK Vanguard FTSE Europe ETF
-0.38%
-$46.92 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.37%
-$1,406.85 
BUG Global X Cybersecurity ETF
-0.34%
-$147 
STLD Steel Dynamics Inc.
-0.25%
-$75.4 
MNA NYLI Merger Arbitrage ETF
-0.22%
-$40 
LMT Lockheed Martin Corporation
-0.22%
-$2,213.12 
IGF iShares Global Infrastructure ETF
-0.21%
-$399.42 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.2%
-$143.3 
FIGR Figure Technology Solutions Inc Cl A
-0.19%
-$37.02 
NET Cloudflare Inc.
-0.19%
-$18.55 
BABA Alibaba Group Holding Limited SP ADR
-0.16%
-$4.18 
GNMA iShares GNMA Bond ETF
-0.14%
-$10.5 
BAC Bank of America Corporation
-0.13%
-$1,581.6 
VIK Viking Holdings Ltd
-0.09%
-$35.73 
TDG TransDigm Group Inc.
-0.09%
-$26.5 
TIP iShares TIPS Bond ETF
-0.08%
-$64.53 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.08%
-$4.52 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$16 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$20.46 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$42.52 
CLOA iShares AAA CLO ETF
-0.06%
-$2.91 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.05%
-$31.34 
BINC iShares Flexible Income Active ETF
-0.05%
-$2.35 
IBTL iShares iBonds Dec 2031 Term Fund
-0.05%
-$2.69 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$773.5 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$3.44 
IWM iShares Russell 2000 ETF
-0.04%
-$563.77 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.04%
-$65.18 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$90.23 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.03%
-$41.1 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$10.4 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.02%
-$1.25 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.02%
-$17.57 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$1.26 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$205.34 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
-0.01%
-$7 
PANW Palo Alto Networks, Inc.
-0.01%
-$151.89 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$36.3 Events
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Dividends
Dividend Analysis
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| Trades 1773 | Longs Won 1068/1773 60% | Profit Factor 8.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $161,318.16 |
| Average Win $47,833.32 | Best Trade (Jul 15) $3M | Sharpe Ratio -9.96 |
| Average Loss -$8,998.47 | Worst Trade (Jul 10) -$472,607 | Z-Score 10.77 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4d | Expectancy $25,235.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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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