KS
Kristi Shields Portfolio
Invests via ROGCO, LP | Managed by Kristi Shields
Invests via ROGCO, LP
Managed by Kristi Shields
Automatically Tracked
Kristi Shields Profile
Veteran investor and operating executive focused on healthcare and technology transitions. Kristi Shields is a growth-stage investor and board director with experience in corporate development, M&A and scaling commercial teams. Background spans private equity and corporate strategy with emphasis on digital health, SaaS and services. Known for crossover deal execution, governance and exit planning, she supports capital raises, operational improvement and CEO-level advisory.
Veteran investor and operating executive focused on healthcare and technology transitions. Kristi Shields is a growth-stage investor and board director with experience in corporate development, M&A and scaling commercial teams. Background spans private equity and corporate strategy with emphasis on digital health, SaaS and services. Known for crossover deal execution, governance and exit planning, she supports capital raises, operational improvement and CEO-level advisory.
Investment Philosophy & Strategy
Growth-stage investor and board director concentrating on healthcare and enterprise software transitions. Deploys capital where product-market fit meets repeatable commercial motion, favoring digital health, SaaS and services. Blends strategic M&A lens with operational playbooks to de-risk scaling: prioritizes revenue efficiency, governance-led board oversight, and milestone-driven capital tranches. Holds a crossover bias toward carveouts and strategic exits, uses CEO-level advisement and commercial scaling as primary value-creation levers over a 3–7 year horizon.
Growth-stage investor and board director concentrating on healthcare and enterprise software transitions. Deploys capital where product-market fit meets repeatable commercial motion, favoring digital health, SaaS and services. Blends strategic M&A lens with operational playbooks to de-risk scaling: prioritizes revenue efficiency, governance-led board oversight, and milestone-driven capital tranches. Holds a crossover bias toward carveouts and strategic exits, uses CEO-level advisement and commercial scaling as primary value-creation levers over a 3–7 year horizon.
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:
10.64%
Gain
Monthly
0.3%
Yearly
3.69%
Drawdown
28.19%
$323.14M
Equity
Holdings
$323.14M
Investment
$244.98M
$99.79M
Profit -$943,287.27
Realized
$21.63M
Unrealized
$78.16M
Dividends
$17.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$943,287.27
Win %
74%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$1.32M
Win %
74%
This Month
Compared to last month
Gain
0.14%
Profit
$456,846.15
Win %
74%
This Year
Compared to last year
Gain
8.01%
Profit
$23.95M
Win %
75%
ABT Abbott Laboratories
+10.99%
+$28,551.83 
CTAS Cintas Corporation
+7.43%
+$2,314.17 
WM Waste Management, Inc.
+4.24%
+$48,432.09 
PAYX Paychex Inc.
+4.2%
+$33,656.7 
SYK Stryker Corporation
+4%
+$19,179.9 
SLGN Silgan Holdings Inc.
+3.85%
+$521.24 
PLD Prologis Inc.
+3.82%
+$17,524.58 
GPC Genuine Parts Company
+3.55%
+$20,463.7 
ZTS Zoetis Inc.
+3.55%
+$7,622.89 
ADP Automatic Data Processing Inc.
+3.54%
+$2,207.52 
MDT Medtronic plc
+3.5%
+$19,892.28 
MRK Merck & Co., Inc.
+3.42%
+$38,041.9 
PYPL PayPal Holdings Inc
+3.33%
+$370 
CRM Salesforce Inc
+3.3%
+$7,449.51 
UNH UnitedHealth Group Incorporated
+3.23%
+$636.38 
VTRS Viatris Inc.
+3.18%
+$64.13 
ABBV AbbVie Inc.
+3.1%
+$49,583.5 
TMUS T-Mobile US, Inc.
+3.02%
+$8,734.25 
VZ Verizon Communications Inc.
+2.95%
+$21,673.24 
NSC Norfolk Southern Corporation
+2.94%
+$1,904.99 
AMGN Amgen Inc.
+2.92%
+$774.78 
MRSH Marsh & McLennan Companies, Inc.
+2.89%
+$931.47 
MCD McDonald's Corporation
+2.83%
+$29,001.28 
T AT&T Inc.
+2.73%
+$232.83 
FND Floor & Decor Holdings, Inc.
+2.72%
+$147.36 
KRE SPDR S&P Regional Banking ETF
+2.69%
+$204 
CMCSA Comcast Corp
+2.67%
+$10,256.37 
PEP PepsiCo, Inc.
+2.64%
+$41,263.08 
KR Kroger Co.
+2.63%
+$65.56 
IBM International Business Machines Corporation
+2.51%
+$23,523.34 
MO Altria Group, Inc.
+2.5%
+$21,266.08 
COST Costco Wholesale Corporation
+2.48%
+$728.96 
KO The Coca-Cola Company
+2.4%
+$990 
PSX Phillips 66
+2.35%
+$1,150 
INGR Ingredion Inc.
+2.28%
+$12,935.42 
TSCO Tractor Supply Company
+2.27%
+$3,729.03 
PSA Public Storage Common Stock
+2.24%
+$25,625.6 
HSY The Hershey Company
+2.22%
+$8,924.1 
MA Mastercard Incorporated
+2.21%
+$1,030.95 
CVI Cvr Energy Inc.
+2.2%
+$607.75 
WMT Walmart Inc.
+2.18%
+$22,067.15 
ZION Zions Bancorporation, National Association
+2.17%
+$248 
SYY Sysco Corporation
+2.13%
+$13,821.92 
PRU Prudential Financial, Inc.
+2.08%
+$14,267.01 
URI United Rentals, Inc.
+2.02%
+$11,341.76 
LECO Lincoln Electric Holdings, Inc.
+1.93%
+$97,969.87 
EXPD Expeditors International of Washington, Inc.
+1.89%
+$184.8 
V Visa Inc. Class A
+1.84%
+$23,589.36 
DIS The Walt Disney Company
+1.81%
+$8,608.16 
HD The Home Depot, Inc.
+1.78%
+$20,191.65 
PG Procter & Gamble Co
+1.77%
+$30,305.12 
USB U.S. Bancorp
+1.6%
+$12,516.93 
MSFT Microsoft Corp.
+1.59%
+$64,693.95 
CHD Church & Dwight Co., Inc.
+1.5%
+$54.02 
DVY iShares Select Dividend ETF
+1.49%
+$8,508.3 
ICE Intercontinental Exchange, Inc.
+1.38%
+$8,916.6 
WFCF Where Food Comes From, Inc.
+1.36%
+$2,858.21 
NEO NeoGenomics Inc.
+1.34%
+$5.85 
AVUV Avantis U.S. Small Cap Value ETF
+1.29%
+$492.57 
LLY Eli Lilly and Company
+1.27%
+$8,379.8 
CVX Chevron Corporation
+1.26%
+$21,650.88 
PFE Pfizer Inc.
+1.25%
+$5,698.4 
CTVA Corteva Inc.
+1.21%
+$32.64 
DE Deere & Company
+1.04%
+$8,115.12 
XOM Exxon Mobil Corporation
+1.02%
+$4,937.28 
SO The Southern Company
+0.98%
+$9,576.21 
PH Parker-Hannifin Corporation
+0.97%
+$64.99 
JNJ Johnson & Johnson
+0.96%
+$27,899.64 
MAR Marriott International Inc. - Class A
+0.94%
+$8,470.08 
AM Antero Midstream Corporation
+0.91%
+$199.87 
DUK Duke Energy Corporation
+0.91%
+$5,560.73 
AAPL Apple Inc.
+0.9%
+$59,177.21 
EMR Emerson Electric Co.
+0.9%
+$9,846.62 
UBER Uber Technologies, Inc.
+0.87%
+$5,263.65 
ORC Orchid Island Capital Inc.
+0.84%
+$462.55 
WFC Wells Fargo & Company
+0.82%
+$970.25 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$798.6 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$82.17 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$30,376.23 
CBRE CBRE Group Inc.
+0.68%
+$29.76 
WEC WEC Energy Group Inc.
+0.61%
+$86.94 
DVN Devon Energy Corporation
+0.56%
+$120 
EVRG Evergy Inc.
+0.51%
+$487.2 
FANG Diamondback Energy Inc
+0.5%
+$71.25 
TRP TC Energy Corporation
+0.5%
+$345 
NFLX Netflix, Inc.
+0.47%
+$1,146.6 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$2,993.76 
AEP American Electric Power Company, Inc.
+0.4%
+$4,195.8 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$917.67 
LMT Lockheed Martin Corporation
+0.34%
+$3,341.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$49.5 
AMZN Amazon.com Inc
+0.33%
+$8,394.12 
AXP American Express Company
+0.32%
+$64.96 
PNC The PNC Financial Services Group, Inc.
+0.3%
+$2,043.64 
AMP Ameriprise Financial, Inc.
+0.27%
+$52.73 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$2,023.31 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.24%
+$50.88 
HON Honeywell International Inc.
+0.19%
+$1,068.55 
ALL Allstate Corporation
+0.19%
+$261.74 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.17%
+$121.36 
GD General Dynamics Corporation
+0.15%
+$1,419.6 
SOBO South Bow Corporation
+0.15%
+$5.5 
GOOG Alphabet Inc
+0.12%
+$173.42 
GOOGL Alphabet Inc
+0.11%
+$4,818.2 
OGN Organon & Co.
+0.11%
+$0.23 
SMMD iShares Russell 2500 ETF
+0.11%
+$10,555.55 
BCSF Bain Capital Specialty Finance Inc.
+0.08%
+$3.4 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$435.29 
FLS Flowserve Corporation
+0.06%
+$6.04 
CME CME Group Inc.
+0.02%
+$126.05 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$4.91 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
MRVL Marvell Technology, Inc.
-8.77%
-$95,696.1 
STM STMicroelectronics N.V.
-7.38%
-$1,074.87 
GE General Electric Company
-5.61%
-$26,475.09 
AMD Advanced Micro Devices, Inc.
-5.56%
-$40,307.41 
MKSI MKS Instruments Inc.
-5.41%
-$975.37 
ETN Eaton Corporation plc
-4.95%
-$21,195.96 
MCHP Microchip Technology Incorporated
-4.67%
-$37,096.15 
LRCX Lam Research Corporation
-4.6%
-$22,928.98 
GS The Goldman Sachs Group, Inc.
-4.57%
-$43,250.28 
MS Morgan Stanley
-4.52%
-$58,607.06 
ORCL Oracle Corporation
-4.37%
-$19,853.67 
P Everpure Inc.
-4.37%
-$1,041.33 
LFUS Littelfuse Inc.
-4.2%
-$628.74 
CAT Caterpillar Inc.
-3.77%
-$86,651.47 
GNRC Generac Holdings Inc.
-3.64%
-$206.25 
Q Qnity Electronics Inc.
-3.63%
-$81.44 
AVGO Broadcom Inc.
-3.59%
-$109,236.53 
CSCO Cisco Systems, Inc.
-3.44%
-$50,273.37 
SOLS Sollensys Corp
-3.42%
-$6.27 
CMI Cummins Inc.
-3.4%
-$32,667.47 
ANET Arista Networks, Inc.
-3.31%
-$13,845.3 
QCOM QUALCOMM Incorporated
-3.28%
-$18,591.87 
DJT Trump Media & Technology Group Corp.
-2.6%
-$377.79 
BWA BorgWarner Inc.
-2.59%
-$366.86 
NVDA NVIDIA Corporation
-2.5%
-$115,779.24 
ESGE iShares ESG Aware MSCI EM ETF
-2.16%
-$6,126.73 
CRWD CrowdStrike Holdings, Inc.
-2.12%
-$702.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$220,703.63 
EQIX Equinix, Inc.
-1.91%
-$253.37 
META Meta Platforms Inc Class A
-1.87%
-$21,411.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.71%
-$2,604.29 
BNY BlackRock New York Municipal Income Trust
-1.66%
-$13,861.57 
CDNS Cadence Design Systems, Inc.
-1.65%
-$14,785.56 
IAU iShares Gold Trust
-1.64%
-$185,000 
TSLA Tesla, Inc.
-1.57%
-$17,378.16 
FELG Fidelity Enhanced Large Cap Growth ETF
-1.5%
-$1,003.86 
RTX RTX Corporation
-1.48%
-$21,645.67 
DD DuPont de Nemours, Inc.
-1.39%
-$19.93 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$4,636.55 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.33%
-$306.24 
GM General Motors Company
-1.22%
-$142.5 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$834.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.18%
-$46,125 
PANW Palo Alto Networks, Inc.
-1.18%
-$17,581.24 
SLB Schlumberger Limited
-1.11%
-$2,875.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.06%
-$2,490.75 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.06%
-$660.38 
EFG iShares MSCI EAFE Growth ETF
-1.05%
-$242.52 
AVDV Avantis International Small Cap Value ETF
-1%
-$443.1 
EFA iShares MSCI EAFE ETF
-0.81%
-$1,401.86 
AVIV Avantis International Large Cap Value ETF
-0.77%
-$234.24 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$177,661.5 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.76%
-$4,554.35 
CCI Crown Castle Inc.
-0.74%
-$1,939.92 
HXL Hexcel Corporation
-0.64%
-$146.52 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$102.7 
EFV iShares MSCI EAFE Value ETF
-0.52%
-$141.86 
JPM JPMorgan Chase & Co.
-0.51%
-$11,113.77 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.43%
-$29.9 
F Ford Motor Company
-0.39%
-$869.61 
BLK BlackRock, Inc.
-0.39%
-$8,362.71 
IVV iShares Core S&P 500 ETF
-0.38%
-$263,378.91 
ROK Rockwell Automation, Inc.
-0.38%
-$244.64 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.38%
-$26,583.3 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$3,547.16 
VOO Vanguard S&P 500 ETF
-0.37%
-$1,359.74 
DSI iShares MSCI KLD 400 Social ETF
-0.35%
-$606.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$299.28 
CVE Cenovus Energy Inc.
-0.33%
-$56.34 
DISV Dimensional International Small Cap Equity Fund
-0.27%
-$85.25 
PLTR Palantir Technologies Inc.
-0.25%
-$453.9 
EFIV SPDR S&P 500 ESG ETF
-0.25%
-$5,722.92 
NEE NextEra Energy, Inc.
-0.24%
-$1,333.08 
PGX Invesco Preferred ETF
-0.23%
-$76.33 
IEF iShares 7-10 Year Treasury Bond ETF
-0.18%
-$15.98 
MUB iShares National Muni Bond ETF
-0.15%
-$1,776.32 
FUTY Fidelity MSCI Utilities Index ETF
-0.12%
-$244.65 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$13,910.75 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.11%
-$114.4 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$16,564.34 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$300 
PGF Invesco Financial Preferred ETF
-0.07%
-$36.19 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.05%
-$104.49 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$4.28 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$5,010.14 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$47.51 
PREF Principal Spectrum Preferred Securities Active ETF
-0.03%
-$1,990.55 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$827.14 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$3,475.69 
JQUA JPMorgan U.S. Quality Factor ETF
-0.02%
-$0.54 
BAC Bank of America Corporation
-0.01%
-$112.78 Events
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Dividends
Dividend Analysis
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| Trades 1535 | Longs Won 1162/1535 75% | Profit Factor 22.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $697,668.7 |
| Average Win $89,959.48 | Best Trade (Jul 15) $25.48M | Sharpe Ratio -11.51 |
| Average Loss -$12,709 | Worst Trade (Jul 15) -$302,647.18 | Z-Score 5.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 2d | Expectancy $65,011.38 |
| 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 | 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
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