DKK

David K. Kruft Portfolio

Invests via Sageworth Trust Co. of South Dakota | Managed by David K. Kruft

Invests via Sageworth Trust Co. of South Dakota

Managed by David K. Kruft

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David K. Kruft Profile

David K. Kruft is a seasoned operating executive with extensive experience in driving growth within the technology sector. His career includes significant roles where he has effectively led cross-functional teams to deliver innovative products that meet evolving market needs. With a deep understanding of strategic business development, David has successfully navigated complex organizational challenges and leveraged emerging technologies to enhance operational efficiencies. He plays an influential role in shaping corporate strategy, positioning companies for expansion in competitive landscapes while maximizing stakeholder value through collaboration and innovation.

Investment Philosophy & Strategy

Growth-oriented strategies define David K. Kruft's investment approach, reflecting his background in the technology sector. With a focus on innovation, he identifies and harnesses market trends to develop compelling business opportunities. His operational insight allows for an astute understanding of competitive dynamics, guiding strategic decisions that emphasize scalability and efficiency. Drawing from his extensive experience in leadership roles, investment selections are influenced by their potential to leverage cutting-edge technologies and respond proactively to changing consumer demands. By prioritizing adaptive execution methodologies, he aims for sustainable growth trajectories across ventures.

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:

35.87%

Gain +1.25%

Monthly

0.36%

Yearly

4.45%

Drawdown

26.19%

$104.28M

Equity

Holdings

$104.28M

Investment

$72.25M

$30.19M

Profit +$1.52M

Realized

-$1.84M

Unrealized

$32.03M

Dividends

$4.77M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

1.25%

Profit

$1.52M

Win %

78%

This Week

Compared To Last Week

Gain

1.47%

Profit

$1.51M

Win %

78%

This Month

Compared to last month

Gain

0.41%

Profit

$425,511.31

Win %

78%

This Year

Compared to last year

Gain

8.94%

Profit

$8.77M

Win %

78%

Gainers
Losers

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+4.12%

+$44,654.29

CMI Cummins Inc.

+4.05%

+$108,323.74

AMZN Amazon.com Inc

+3.27%

+$113,049.75

GE General Electric Company

+2.82%

+$11,396.71

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+2.77%

+$16,194.2

GLD SPDR Gold Shares

+2.72%

+$10,888.2

MSFT Microsoft Corp.

+2.21%

+$12,465.91

ESGV Vanguard ESG U.S. Stock ETF

+2.07%

+$24,261.24

DFUS Dimensional U.S. Equity Market ETF

+1.82%

+$5,402

VOO Vanguard S&P 500 ETF

+1.81%

+$269,357.52

VSGX Vanguard ESG International Stock ETF

+1.8%

+$20,425.8

VTI VANGUARD TOTAL STOCK MKT ETF

+1.77%

+$433,149.09

DFAU Dimensional US Core Equity Market ETF

+1.69%

+$68,915.41

IVV iShares Core S&P 500 ETF

+1.55%

+$29,169.94

VXUS Vanguard Total International Stock Index Fund Investor Shares

+1.52%

+$219,102.98

JHML John Hancock Multifactor Large Cap ETF

+1.51%

+$8,232.68

VEU Vanguard FTSE All-World ex-US ETF

+1.49%

+$4,732.24

AAPL Apple Inc.

+1.45%

+$7,452.52

BRK-B Berkshire Hathaway Inc.

+1.34%

+$12,772.5

QDF FlexShares Quality Dividend Index Fund

+1.23%

+$15,788.95

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.18%

+$49,104.64

ACWI iShares MSCI ACWI ETF

+1.12%

+$54,513.81

IWM iShares Russell 2000 ETF

+0.78%

+$17,259.73

VTV Vanguard Value ETF

+0.75%

+$20,319.78

ACWX ISHARES MSCI ACWI EX U.S. ETF

+0.44%

+$16,042.15

IJH iShares Core S&P Mid-Cap ETF

+0.37%

+$916.77

USMV iShares MSCI USA Min Vol Factor ETF

+0.27%

+$884

IVE ISHARES S&P 500 VALUE ETF

+0.17%

+$477.6

DHR Danaher Corporation

+0.07%

+$524.94

IJR iShares Core S&P Small-Cap ETF

+0.02%

+$243.09

02079K107

02079K305

03073E105

09290D101

11135F101

20825C104

25434V500

25434V625

25434V732

25434V799

30231G102

36828A101

46625H100

74251V102

75513E101

78462F103

89417E109

TTE TotalEnergies SE

-3.96%

-$10,510.75

MLPX Global X MLP & Energy Infrastructure ETF

-1.27%

-$7,799.18

TJX The TJX Companies, Inc.

-1.18%

-$35,447.94

NOC Northrop Grumman Corporation

-1.08%

-$2,147.95

PM Philip Morris International Inc.

-0.87%

-$2,616.15

EFA iShares MSCI EAFE ETF

-0.78%

-$4,224.15

LHX L3Harris Technologies, Inc.

-0.64%

-$8,640.72

IGIC International General Insurance Holdings Ltd.

-0.4%

-$2,451

GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund

-0.27%

-$1,184.36

Events

Dividends

Dividend Analysis

No Data

Trades 2150	Longs Won 738/2150 34%	Profit Factor 5.97
Profitability	Shorts Won 0/0 0%	Standard Deviation $118,213.35
Average Win $49,150.75	Best Trade (Jun 15) $2.25M	Sharpe Ratio -1.37
Average Loss -$4,306.58	Worst Trade (Mar 31) -$398,340.4	Z-Score 1.68 (90.74%)
Commissions $0	Avg. Trade Length 9m 1w	Expectancy $14,042.96

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	24,390	21,951	19,512	17,073	14,634	12,195	9,756	7,317	4,878	2,439