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:
68.03%
Gain +0.72%
Monthly
0.88%
Yearly
11.14%
Drawdown
20.02%
$261.9M
Equity
Holdings
$261.9M
Investment
$184.76M
$70.38M
Profit +$1.11M
Realized
-$6.76M
Unrealized
$77.14M
Dividends
$14.84M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$1.11M
Win %
78%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$1.39M
Win %
78%
This Month
Compared to last month
Gain
-0.002%
Profit
-$4,637.39
Win %
78%
This Year
Compared to last year
Gain
10.33%
Profit
$24.52M
Win %
78%
MU Micron Technology, Inc.
+4.1%
+$35,103.11 
AMD Advanced Micro Devices, Inc.
+4.1%
+$181,124.49 
AVGO Broadcom Inc.
+3%
+$259,334.87 
CRM Salesforce Inc
+2.52%
+$25,108.28 
GEV GE Vernova Inc.
+2.29%
+$63,014.95 
MSFT Microsoft Corp.
+2.03%
+$120,342.09 
GOOG Alphabet Inc
+1.9%
+$5,377.44 
SOXX iShares Semiconductor ETF
+1.89%
+$7,072.3 
NXPI NXP Semiconductors N.V.
+1.82%
+$28,649.66 
MPC Marathon Petroleum Corporation
+1.8%
+$84,867.62 
GOOGL Alphabet Inc
+1.77%
+$86,871.48 
FISV Fiserv, Inc.
+1.58%
+$4,573.6 
ICE Intercontinental Exchange, Inc.
+1.57%
+$3,080 
SMH VanEck Semiconductor ETF
+1.45%
+$5,053.61 
ALL Allstate Corporation
+1.42%
+$24,166.89 
AMZN Amazon.com Inc
+1.42%
+$25,945.5 
CVX Chevron Corporation
+1.33%
+$5,507.52 
RTX RTX Corporation
+1.27%
+$3,542.4 
HAL Halliburton Company
+1.24%
+$3,150.7 
MTUM iShares MSCI USA Momentum Factor ETF
+1.1%
+$9,047.61 
V Visa Inc. Class A
+1.03%
+$24,411.8 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$3,656.8 
FIS Fidelity National Information Services, Inc.
+0.99%
+$7,087.37 
CDNS Cadence Design Systems, Inc.
+0.96%
+$5,746.75 
VGT Vanguard Information Technology ETF
+0.95%
+$4,726.08 
XOM Exxon Mobil Corporation
+0.87%
+$7,230.45 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$6,095.39 
ETN Eaton Corporation plc
+0.83%
+$37,678.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$17,794.44 
MDT Medtronic plc
+0.76%
+$11,646.18 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$2,297.44 
ILCG iShares Morningstar Growth ETF
+0.63%
+$4,586.02 
FANG Diamondback Energy Inc
+0.58%
+$7,062.3 
VUG Vanguard Growth ETF
+0.57%
+$15,938.07 
TJX The TJX Companies, Inc.
+0.56%
+$12,706.35 
MGK Vanguard Mega Cap Growth ETF
+0.51%
+$10,819.6 
ADI Analog Devices, Inc.
+0.47%
+$18,206.22 
CMCSA Comcast Corp
+0.44%
+$3,522.6 
CME CME Group Inc.
+0.43%
+$9,746.7 
META Meta Platforms Inc Class A
+0.43%
+$11,354.44 
VBK Vanguard Small-Cap Growth ETF
+0.41%
+$1,963.39 
XLC Communication Services Select Sector SPDR Fund
+0.38%
+$1,225.14 
APD Air Products and Chemicals, Inc.
+0.36%
+$6,720.78 
CINF Cincinnati Financial Corporation
+0.32%
+$938.79 
APH Amphenol Corporation
+0.27%
+$2,246.4 
VOO Vanguard S&P 500 ETF
+0.25%
+$88,726.69 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$726.24 
IVV iShares Core S&P 500 ETF
+0.24%
+$1,911.72 
USMV iShares MSCI USA Min Vol Factor ETF
+0.24%
+$7,134.6 
WELL Welltower Inc.
+0.23%
+$1,519.32 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$839.61 
VO Vanguard Mid-Cap ETF
+0.08%
+$1,496.82 
VTHR Vanguard Russell 3000 ETF
+0.06%
+$268 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,416.16 
SHYM iShares High Yield Bond ETF
+0.02%
+$54.39 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$107.56 
CMG Chipotle Mexican Grill, Inc.
-3.41%
-$19,529.67 
DRI Darden Restaurants, Inc.
-3%
-$56,245.64 
AAPL Apple Inc.
-2.48%
-$247,165.19 
ORCL Oracle Corporation
-2.23%
-$5,499.76 
ENVX Enovix Corporation
-2.01%
-$950 
HD The Home Depot, Inc.
-1.77%
-$56,101.9 
WMT Walmart Inc.
-1.64%
-$83,591.25 
UNP Union Pacific Corporation
-1.58%
-$26,554.59 
JNJ Johnson & Johnson
-1.42%
-$42,936.52 
WEC WEC Energy Group Inc.
-1.11%
-$3,320.1 
NEE NextEra Energy, Inc.
-1.05%
-$12,770.23 
LNT Alliant Energy Corporation
-0.97%
-$4,162.23 
NIC Nicolet Bankshares Inc.
-0.95%
-$17,315.55 
STE STERIS plc
-0.86%
-$8,649.37 
ETR Entergy Corporation
-0.82%
-$9,654.33 
O Realty Income Corporation
-0.81%
-$15,675.28 
BAC-PL Bank of America Corporation
-0.78%
-$2,650 
SNPS Synopsys, Inc.
-0.73%
-$2,749.5 
XLV Health Care Select Sector SPDR Fund
-0.63%
-$2,401.08 
TT Trane Technologies plc
-0.61%
-$22,816.55 
WFC-PL Wells Fargo & Company
-0.5%
-$3,453.74 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.49%
-$1,761.49 
JPM JPMorgan Chase & Co.
-0.49%
-$43,092 
IQV IQVIA Holdings Inc.
-0.47%
-$5,727.79 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.44%
-$1,783.98 
UNH UnitedHealth Group Incorporated
-0.43%
-$7,874.86 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$2,680.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.4%
-$2,813.58 
ABBV AbbVie Inc.
-0.39%
-$10,487.3 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.36%
-$5,101.02 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.35%
-$1,389.94 
IEF iShares 7-10 Year Treasury Bond ETF
-0.35%
-$1,890.53 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$20,832.53 
JCI Johnson Controls International plc
-0.32%
-$8,735.85 
ACVU Hartford Alpha Capture Value ETF
-0.32%
-$851.65 
CMI Cummins Inc.
-0.3%
-$6,049.93 
OSK Oshkosh Corporation
-0.28%
-$1,583.42 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$22,431.08 
MSI Motorola Solutions, Inc.
-0.25%
-$10,187.76 
VZ Verizon Communications Inc.
-0.23%
-$3,403.9 
MLN VanEck Long Muni ETF
-0.23%
-$3,172.2 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$8,602.88 
MGV Vanguard Mega Cap Value ETF
-0.2%
-$3,713.22 
EW Edwards Lifesciences Corporation
-0.19%
-$1,345.12 
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$24,838.88 
VTV Vanguard Value ETF
-0.16%
-$1,766.64 
DXCM DexCom, Inc.
-0.15%
-$1,064.56 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$1,579.23 
FLMI Franklin Dynamic Municipal Bond ETF
-0.14%
-$1,960.26 
SCHF Schwab International Equity ETF
-0.14%
-$1,062.98 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$4,548.37 
BBY Best Buy Co., Inc.
-0.12%
-$1,286.88 
MUB iShares National Muni Bond ETF
-0.12%
-$1,386.25 
WTV WisdomTree U.S. Value Fund
-0.1%
-$3,965.94 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,539.75 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$231.82 
KMB Kimberly-Clark Corporation
-0.07%
-$234.72 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$234.56 
FMB First Trust Managed Municipal Fund
-0.05%
-$151.7 
VTWO Vanguard Russell 2000 ETF
-0.03%
-$185.13 
SPGI S&P Global Inc.
-0.02%
-$214.85 
CB Chubb Limited
-0.01%
-$171.16 Events
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Dividends
Dividend Analysis
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| Trades 1492 | Longs Won 962/1492 64% | Profit Factor 4.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,420.88 |
| Average Win $93,350.41 | Best Trade (Jul 22) $5.72M | Sharpe Ratio -9.86 |
| Average Loss -$36,653.13 | Worst Trade (Sep 30) -$3.24M | Z-Score 15.44 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w | Expectancy $47,169.53 |
| 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 | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
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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Option values are updated at end of day.
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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 - $648,358.2, JPMorgan Chase & Co - $599,691.59, and iShares Core MSCI EAFE ETF - $527,689.86. 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 - $3.47M, Invesco S&P 500 Equal Weight Materials ETF - $748,857.14, The Estée Lauder Companies Inc. Class A - $504,135.29, 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 $14.84M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $2.06M, Vanguard S&P 500 ETF - $1.31M, iShares Core MSCI EAFE ETF - $755,841.94, Vanguard Tax-Exempt Bond ETF - $662,887.85, and Janus Henderson AAA CLO ETF - $483,193.41. 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.
