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:
78.65%
Gain -0.28%
Monthly
0.94%
Yearly
11.84%
Drawdown
20.07%
$268.57M
Equity
Holdings
$268.57M
Investment
$184.76M
$76.97M
Profit -$591,208.52
Realized
-$6.83M
Unrealized
$83.81M
Dividends
$15.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$591,208.52
Win %
76%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$1.45M
Win %
76%
This Month
Compared to last month
Gain
-0.08%
Profit
-$219,009.43
Win %
76%
This Year
Compared to last year
Gain
13.14%
Profit
$31.2M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$267,460.97 
DXCM DexCom, Inc.
+11.95%
+$82,479.87 
ETN Eaton Corporation plc
+7.32%
+$320,808.92 
GOOG Alphabet Inc
+6.88%
+$18,743.52 
GOOGL Alphabet Inc
+6.73%
+$317,321.34 
SNPS Synopsys, Inc.
+4.41%
+$16,019.27 
TT Trane Technologies plc
+3.33%
+$115,819.73 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$12,942.59 
META Meta Platforms Inc Class A
+3.28%
+$72,081.32 
MSFT Microsoft Corp.
+3.02%
+$204,626.73 
CVX Chevron Corporation
+2.35%
+$9,957.56 
CDNS Cadence Design Systems, Inc.
+2.16%
+$13,031.96 
JCI Johnson Controls International plc
+1.93%
+$53,968.14 
HAL Halliburton Company
+1.93%
+$4,418.23 
CRM Salesforce Inc
+1.83%
+$19,327.05 
ORCL Oracle Corporation
+1.81%
+$4,509.12 
CINF Cincinnati Financial Corporation
+1.69%
+$4,858.63 
FANG Diamondback Energy Inc
+1.59%
+$19,700.1 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,842.22 
VZ Verizon Communications Inc.
+1.52%
+$23,803.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$30,710.4 
CMCSA Comcast Corp
+1.23%
+$9,729.1 
MSI Motorola Solutions, Inc.
+1.14%
+$49,240.74 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$23,360.5 
VUG Vanguard Growth ETF
+1.1%
+$30,561.66 
ILCG iShares Morningstar Growth ETF
+1.01%
+$7,285.6 
UNP Union Pacific Corporation
+0.92%
+$14,863.95 
ACVU Hartford Alpha Capture Value ETF
+0.89%
+$2,395.53 
GEV GE Vernova Inc.
+0.85%
+$21,647.55 
NIC Nicolet Bankshares Inc.
+0.81%
+$14,734.35 
MPC Marathon Petroleum Corporation
+0.76%
+$36,091.59 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,363.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,132.93 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,178.73 
VOO Vanguard S&P 500 ETF
+0.71%
+$255,156.96 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,498.88 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,454.23 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$2,572.79 
APH Amphenol Corporation
+0.55%
+$4,942.02 
WFC-PL Wells Fargo & Company
+0.41%
+$2,773.41 
RTX RTX Corporation
+0.39%
+$1,209.6 
AVGO Broadcom Inc.
+0.37%
+$33,567.84 
SMH VanEck Semiconductor ETF
+0.3%
+$1,022.02 
BAC-PL Bank of America Corporation
+0.29%
+$977.85 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,227.97 
JPM JPMorgan Chase & Co.
+0.27%
+$24,111 
CME CME Group Inc.
+0.21%
+$5,241.24 
JNJ Johnson & Johnson
+0.21%
+$6,338.8 
ADI Analog Devices, Inc.
+0.2%
+$7,611.54 
CMI Cummins Inc.
+0.19%
+$3,746.71 
CB Chubb Limited
+0.15%
+$4,535.74 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$2,791.8 
WMT Walmart Inc.
+0.09%
+$4,458.29 
SOXX iShares Semiconductor ETF
+0.07%
+$258.49 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,516.16 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$732,829.24 
NXPI NXP Semiconductors N.V.
-6.53%
-$94,528 
MU Micron Technology, Inc.
-5.9%
-$52,094.61 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$21,607.3 
FIS Fidelity National Information Services, Inc.
-2.67%
-$21,005.94 
ABBV AbbVie Inc.
-2.51%
-$68,886.09 
ICE Intercontinental Exchange, Inc.
-2.42%
-$5,306 
ENVX Enovix Corporation
-2.15%
-$900 
AMD Advanced Micro Devices, Inc.
-1.9%
-$82,402.5 
BBY Best Buy Co., Inc.
-1.78%
-$19,119.36 
APD Air Products and Chemicals, Inc.
-1.77%
-$33,044.13 
UNH UnitedHealth Group Incorporated
-1.68%
-$30,478.81 
DRI Darden Restaurants, Inc.
-1.64%
-$32,072.79 
STE STERIS plc
-1.22%
-$12,962.62 
TJX The TJX Companies, Inc.
-1.21%
-$28,041.45 
IQV IQVIA Holdings Inc.
-1.17%
-$16,356.77 
NEE NextEra Energy, Inc.
-1.15%
-$13,794.58 
EW Edwards Lifesciences Corporation
-0.98%
-$7,145.95 
XOM Exxon Mobil Corporation
-0.97%
-$8,575.65 
O Realty Income Corporation
-0.87%
-$16,562.56 
KMB Kimberly-Clark Corporation
-0.8%
-$2,581.92 
SPGI S&P Global Inc.
-0.74%
-$8,795.58 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$2,509.52 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$41,665.05 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,283.38 
SCHF Schwab International Equity ETF
-0.58%
-$4,547.52 
WEC WEC Energy Group Inc.
-0.57%
-$1,660.06 
WELL Welltower Inc.
-0.51%
-$3,171.35 
ALL Allstate Corporation
-0.49%
-$8,837.49 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,085.5 
HD The Home Depot, Inc.
-0.42%
-$12,964.72 
ETR Entergy Corporation
-0.38%
-$4,256.2 
VGT Vanguard Information Technology ETF
-0.38%
-$1,881.68 
MDT Medtronic plc
-0.37%
-$5,915.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,484.87 
OSK Oshkosh Corporation
-0.36%
-$1,969.62 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$24,074.72 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,217.72 
MLN VanEck Long Muni ETF
-0.29%
-$3,965.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,512.42 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,263.17 
VTV Vanguard Value ETF
-0.27%
-$3,065.59 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$21,991.25 
FISV Fiserv, Inc.
-0.24%
-$743.21 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$4,479.44 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$767.96 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,290.78 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$2,783.64 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,378.08 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$370.92 
LNT Alliant Energy Corporation
-0.15%
-$631.51 
WTV WisdomTree U.S. Value Fund
-0.13%
-$5,047.56 
MUB iShares National Muni Bond ETF
-0.11%
-$1,330.8 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$360.36 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,301.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,539.75 
FMB First Trust Managed Municipal Fund
-0.08%
-$242.72 
VO Vanguard Mid-Cap ETF
-0.05%
-$921.12 
SHYM iShares High Yield Bond ETF
-0.04%
-$129.5 
V Visa Inc. Class A
-0.04%
-$921.13 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$300.44 Events
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Dividends
Dividend Analysis
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| Trades 1492 | Longs Won 959/1492 64% | Profit Factor 4.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,795.48 |
| Average Win $100,960.48 | Best Trade (Aug 14) $6.31M | Sharpe Ratio -9.85 |
| Average Loss -$37,236.38 | Worst Trade (Sep 30) -$3.24M | Z-Score 15.19 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 4d | Expectancy $51,591.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,887 | $5.28M | $9.23M | - | $3.95M | 74.76% | -7.354% |
| ABBV AbbVie Inc. | 10,647 | $1.98M | $2.67M | - | $692,161.05 | 34.96% | -2.513% |
| ACVU Hartford Alpha Capture Value ETF | 8,525 | $196,757 | $271,913.4 | - | $75,156.4 | 38.2% | +0.889% |
| ADI Analog Devices, Inc. | 10,286 | $2.39M | $3.78M | - | $1.39M | 58.24% | +0.202% |
| AGG iShares Core U.S. Aggregate Bond ETF | 87,965 | $8.46M | $8.57M | - | $100,450.19 | 1.19% | -0.256% |
| ALL Allstate Corporation | 6,798 | $984,778.82 | $1.8M | - | $810,436.93 | 82.3% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 8,918 | $1.31M | $4.25M | - | $2.94M | 224.16% | -1.904% |
| AMZN Amazon.com Inc | 7,413 | $871,927.96 | $2.01M | - | $1.14M | 130.89% | +15.321% |
| APD Air Products and Chemicals, Inc. | 6,223 | $1.85M | $1.84M | - | -$16,029.93 | -0.87% | -1.769% |
| APH Amphenol Corporation | 22,464 | $419,994.79 | $902,491.2 | - | $482,496.41 | 114.88% | +0.551% |
| AVGO Broadcom Inc. | 23,311 | $1.86M | $9.07M | - | $7.21M | 387.48% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 112,904 | $9.91M | $14.14M | - | $4.24M | 42.74% | +0.032% |
| BAC-PL Bank of America Corporation | 265 | $375,219.28 | $341,823.5 | - | -$33,395.78 | -8.9% | +0.287% |
| BBY Best Buy Co., Inc. | 12,256 | $1.05M | $1.06M | - | $5,845.86 | 0.56% | -1.776% |
| CB Chubb Limited | 8,558 | $1.82M | $3M | - | $1.18M | 65.02% | +0.151% |
| CDNS Cadence Design Systems, Inc. | 1,810 | $553,198.61 | $615,436.18 | - | $62,237.57 | 11.25% | +2.163% |
| CINF Cincinnati Financial Corporation | 1,647 | $224,721.66 | $292,638.94 | - | $67,917.28 | 30.22% | +1.688% |
| CMCSA Comcast Corp | 33,548.61 | $1.38M | $803,824.79 | - | -$579,427.19 | -41.89% | +1.225% |
| CME CME Group Inc. | 9,195 | $2M | $2.46M | - | $457,672.74 | 22.83% | +0.213% |
| CMG Chipotle Mexican Grill, Inc. | 16,621 | $967,947.9 | $618,633.62 | - | -$349,314.28 | -36.09% | -3.375% |
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FAQ
Which stocks have generated the highest profits for Kristie R. Furseth?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $2.09M, Broadcom Inc - $1.78M, Marathon Petroleum Corporation - $663,459.2, JPMorgan Chase & Co - $638,166.59, and Janus Henderson AAA CLO ETF - $540,635.54. 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: Vanguard S&P 500 ETF - $3.41M, Invesco S&P 500 Equal Weight Materials ETF - $748,857.14, The Estée Lauder Companies Inc. Class A - $452,897.69, Edwards Lifesciences Corporation - $299,264.75, and Keysight Technologies, Inc - $291,263.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristie R. Furseth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.31M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $2.12M, Vanguard S&P 500 ETF - $1.37M, iShares Core MSCI EAFE ETF - $747,259.52, Vanguard Tax-Exempt Bond ETF - $694,453.34, and Janus Henderson AAA CLO ETF - $540,836.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristie R. Furseth's monthly returns?
Kristie R. Furseth'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 Kristie R. Furseth's strategy be considered aggressive or moderate?
Kristie R. Furseth'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 Kristie R. Furseth's strategy?
Kristie R. Furseth'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.
