KRF
Kristie R. Furseth Portfolio
Invests via Bowman & Co S.C. | Managed by Kristie R. Furseth
Invests via Bowman & Co S.C.
Managed by Kristie R. Furseth
Automatically Tracked
Kristie R. Furseth Profile
With a multifaceted background that encompasses legal, financial, and entrepreneurial expertise, Kristie R. Furseth stands out as a prominent figure in corporate leadership. She has demonstrated an impressive ability to drive growth and innovation within diverse organizations, notably steering ventures through significant transformations. Her experience includes serving on various boards where her strategic insights have led to improved governance and operational excellence. Renowned for fostering collaborative environments, she empowers teams to thrive while pursuing ambitious business objectives. Through her dedication and visionary approach, she plays an instrumental role in shaping future opportunities within the investment landscape.
With a multifaceted background that encompasses legal, financial, and entrepreneurial expertise, Kristie R. Furseth stands out as a prominent figure in corporate leadership. She has demonstrated an impressive ability to drive growth and innovation within diverse organizations, notably steering ventures through significant transformations. Her experience includes serving on various boards where her strategic insights have led to improved governance and operational excellence. Renowned for fostering collaborative environments, she empowers teams to thrive while pursuing ambitious business objectives. Through her dedication and visionary approach, she plays an instrumental role in shaping future opportunities within the investment landscape.
Investment Philosophy & Strategy
Capitalizing on her diverse legal and financial acumen, Kristie R. Furseth approaches investing with a unique entrepreneurial mindset that champions innovation and transformation. Her strategic foresight allows her to identify promising ventures while fostering an inclusive environment where collaboration drives success. Emphasizing growth potential in various sectors, she prioritizes opportunities that align with operational excellence and sustainable practices. Through meticulous due diligence, she navigates complex landscapes, ensuring sound investments flourish under her guidance. With a commitment to enhancing governance structures across organizations, she continuously seeks avenues for long-term value creation within the investment ecosystem.
Capitalizing on her diverse legal and financial acumen, Kristie R. Furseth approaches investing with a unique entrepreneurial mindset that champions innovation and transformation. Her strategic foresight allows her to identify promising ventures while fostering an inclusive environment where collaboration drives success. Emphasizing growth potential in various sectors, she prioritizes opportunities that align with operational excellence and sustainable practices. Through meticulous due diligence, she navigates complex landscapes, ensuring sound investments flourish under her guidance. With a commitment to enhancing governance structures across organizations, she continuously seeks avenues for long-term value creation within the investment ecosystem.
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:
33.24%
Gain +0.89%
Monthly
0.37%
Yearly
4.51%
Drawdown
14.35%
$258.21M
Equity
Holdings
$258.21M
Investment
$183.32M
$64.72M
Profit +$2.69M
Realized
-$10.17M
Unrealized
$74.89M
Dividends
$14.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$2.69M
Win %
75%
This Week
Compared To Last Week
Gain
1.06%
Profit
$2.69M
Win %
75%
This Month
Compared to last month
Gain
0.09%
Profit
$242,170.16
Win %
75%
This Year
Compared to last year
Gain
9.95%
Profit
$23.38M
Win %
75%
AMD Advanced Micro Devices, Inc.
+7.49%
+$347,562.31 
ORCL Oracle Corporation
+5.3%
+$19,041.76 
META Meta Platforms Inc Class A
+5.09%
+$118,512.17 
ETN Eaton Corporation plc
+4.87%
+$215,719.73 
SMH VanEck Semiconductor ETF
+4.46%
+$17,275.25 
GEV GE Vernova Inc.
+4%
+$100,440.56 
NXPI NXP Semiconductors N.V.
+3.92%
+$71,287.47 
CMI Cummins Inc.
+3.92%
+$76,560.06 
VGT Vanguard Information Technology ETF
+3.43%
+$18,944 
AMZN Amazon.com Inc
+3.4%
+$60,993 
TT Trane Technologies plc
+3.38%
+$124,474.68 
GOOGL Alphabet Inc
+3.27%
+$169,364.64 
ADI Analog Devices, Inc.
+3.16%
+$132,242.84 
CDNS Cadence Design Systems, Inc.
+3.16%
+$21,894.32 
APH Amphenol Corporation
+3.15%
+$27,645 
AVGO Broadcom Inc.
+3.05%
+$280,966.75 
MTUM iShares MSCI USA Momentum Factor ETF
+2.87%
+$23,659.2 
VUG Vanguard Growth ETF
+2.86%
+$80,066.16 
MGK Vanguard Mega Cap Growth ETF
+2.85%
+$61,144.87 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.83%
+$64,275.3 
IWF iShares Russell 1000 Growth ETF
+2.35%
+$7,584.72 
MSFT Microsoft Corp.
+2.27%
+$133,936.05 
IEMG iShares Core MSCI Emerging Markets ETF
+2.24%
+$16,157.9 
OSK Oshkosh Corporation
+2.23%
+$10,568.11 
SPGI S&P Global Inc.
+2.12%
+$25,649.8 
VOO Vanguard S&P 500 ETF
+1.91%
+$672,594 
SCHX Schwab U.S. Large-Cap ETF
+1.9%
+$7,148.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.9%
+$4,287.4 
SPY SPDR S&P 500 ETF Trust
+1.88%
+$5,687.52 
AAPL Apple Inc.
+1.81%
+$159,091.68 
VBK Vanguard Small-Cap Growth ETF
+1.78%
+$8,550 
VTHR Vanguard Russell 3000 ETF
+1.76%
+$6,405.12 
IVV iShares Core S&P 500 ETF
+1.64%
+$12,043.97 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.51%
+$9,151.76 
VO Vanguard Mid-Cap ETF
+1.43%
+$25,260.31 
KMB Kimberly-Clark Corporation
+1.38%
+$4,137.46 
RTX RTX Corporation
+1.35%
+$3,571.2 
SCHF Schwab International Equity ETF
+1.32%
+$10,281.32 
HD The Home Depot, Inc.
+1.31%
+$40,085.03 
SNPS Synopsys, Inc.
+1.29%
+$5,713.49 
CMG Chipotle Mexican Grill, Inc.
+1.27%
+$7,577.62 
PEG Public Service Enterprise Group Incorporated
+1.14%
+$11,662.56 
ACVU Hartford Alpha Capture Value ETF
+1.08%
+$3,036.4 
VTWO Vanguard Russell 2000 ETF
+1.06%
+$7,683.75 
V Visa Inc. Class A
+0.97%
+$21,099.26 
UNH UnitedHealth Group Incorporated
+0.91%
+$17,068.98 
MGV Vanguard Mega Cap Value ETF
+0.87%
+$16,448.33 
VTV Vanguard Value ETF
+0.79%
+$9,181.01 
EW Edwards Lifesciences Corporation
+0.79%
+$5,646.09 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$4,933.24 
WFC-PL Wells Fargo & Company
+0.75%
+$4,966.62 
CINF Cincinnati Financial Corporation
+0.71%
+$1,984.64 
WEC WEC Energy Group Inc.
+0.68%
+$2,020.48 
LNT Alliant Energy Corporation
+0.66%
+$2,747.52 
WTV WisdomTree U.S. Value Fund
+0.43%
+$16,144.2 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$15,672.64 
IJH iShares Core S&P Mid-Cap ETF
+0.41%
+$16,563.56 
NEE NextEra Energy, Inc.
+0.4%
+$4,595.44 
BAC-PL Bank of America Corporation
+0.37%
+$1,184.24 
RWK Invesco S&P Midcap 400 Revenue ETF
+0.34%
+$1,227.94 
USMV iShares MSCI USA Min Vol Factor ETF
+0.33%
+$9,900.07 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$2,381.76 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.3%
+$2,071.32 
ICE Intercontinental Exchange, Inc.
+0.25%
+$508.2 
APD Air Products and Chemicals, Inc.
+0.24%
+$4,602.99 
FIS Fidelity National Information Services, Inc.
+0.2%
+$1,508.96 
MLN VanEck Long Muni ETF
+0.17%
+$2,350.47 
JMUB JPMorgan Municipal Bond ETF
+0.15%
+$397.05 
MDT Medtronic plc
+0.14%
+$2,111.97 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$7,282.15 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$1,243.38 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$781.66 
MUB iShares National Muni Bond ETF
+0.11%
+$1,401.56 
JPM JPMorgan Chase & Co.
+0.11%
+$8,772.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$8,907.75 
COST Costco Wholesale Corporation
+0.08%
+$249.84 
FLMI Franklin Dynamic Municipal Bond ETF
+0.08%
+$1,122.3 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$286.06 
FMB First Trust Managed Municipal Fund
+0.05%
+$159.05 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,431.64 
CRM Salesforce Inc
+0.01%
+$58.22 
JCI
0%
$0 
NCBS Nicolet Bankshares Inc
0%
$0 
FISV Fiserv, Inc.
-10.11%
-$43,670.22 
MPC Marathon Petroleum Corporation
-4.41%
-$174,508 
XOM Exxon Mobil Corporation
-3.86%
-$31,762.94 
CVX Chevron Corporation
-3.45%
-$14,231.38 
ABBV AbbVie Inc.
-2.56%
-$61,728.8 
JNJ Johnson & Johnson
-1.88%
-$53,925.12 
IQV IQVIA Holdings Inc.
-1.8%
-$19,508.88 
FANG Diamondback Energy Inc
-1.71%
-$19,753.16 
DXCM DexCom, Inc.
-1.67%
-$14,449.68 
CMCSA Comcast Corp
-1.59%
-$14,932.83 
UNP Union Pacific Corporation
-1.51%
-$23,293.26 
VZ Verizon Communications Inc.
-1.45%
-$23,881.59 
TJX The TJX Companies, Inc.
-1.11%
-$28,107.97 
BBY Best Buy Co., Inc.
-0.81%
-$8,833.28 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$53,679.19 
CME CME Group Inc.
-0.79%
-$19,643.06 
O Realty Income Corporation
-0.73%
-$13,630.26 
DRI Darden Restaurants, Inc.
-0.58%
-$11,726.92 
STE STERIS plc
-0.57%
-$5,545.4 
AVUV Avantis U.S. Small Cap Value ETF
-0.54%
-$81,444.53 
CB Chubb Limited
-0.4%
-$11,300.15 
WMT Walmart Inc.
-0.23%
-$12,509.04 
WELL Welltower Inc.
-0.2%
-$1,172.6 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.13%
-$1,824.66 
MSI Motorola Solutions, Inc.
-0.07%
-$2,716.74 
ALL Allstate Corporation
-0.01%
-$68.39 Events
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Dividends
Dividend Analysis
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| Trades 1381 | Longs Won 861/1381 62% | Profit Factor 3.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,017.27 |
| Average Win $101,847.25 | Best Trade (Jun 15) $5.86M | Sharpe Ratio -7.68 |
| Average Loss -$44,178.72 | Worst Trade (Jun 30) -$3.41M | Z-Score 9.47 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m | Expectancy $46,862.82 |
| 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 | 5,848 | 5,263 | 4,678 | 4,094 | 3,509 | 2,924 | 2,339 | 1,754 | 1,170 | 585 |
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Returns
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