RG
Robert Glass Portfolio
Invests via AlphaCentric Advisors LLC | Managed by Robert Glass, Jerry Szilagyi
Invests via AlphaCentric Advisors LLC
Managed by Robert Glass, Jerry Szilagyi
Automatically Tracked
Robert Glass Profile
With a robust background in financial technology, Robert Glass has distinguished himself as an influential entrepreneur and innovator. His career trajectory includes founding several startups that leverage advanced analytics to transform traditional banking processes. As a leader committed to enhancing customer experiences, he focuses on integrating technology solutions that streamline operations and drive efficiency in the finance sector. Glass is known for his ability to navigate complex market landscapes, positioning his ventures at the forefront of industry trends. His initiatives are shaping the future of financial services by fostering greater accessibility and user engagement.
With a robust background in financial technology, Robert Glass has distinguished himself as an influential entrepreneur and innovator. His career trajectory includes founding several startups that leverage advanced analytics to transform traditional banking processes. As a leader committed to enhancing customer experiences, he focuses on integrating technology solutions that streamline operations and drive efficiency in the finance sector. Glass is known for his ability to navigate complex market landscapes, positioning his ventures at the forefront of industry trends. His initiatives are shaping the future of financial services by fostering greater accessibility and user engagement.
Investment Philosophy & Strategy
With an eye on transformative opportunities within the financial sector, Robert Glass embodies a growth-driven mindset. His extensive experience in founding technology-centric startups informs his strategic direction and focus on operational excellence. By prioritizing innovative solutions that simplify banking processes, he enhances overall customer engagement while positioning ventures ahead of emerging trends. This approach not only caters to evolving market needs but also aims to redefine industry standards through efficiency and accessibility. The blend of entrepreneurial spirit with technological insight allows him to seize pivotal moments for disruption.
With an eye on transformative opportunities within the financial sector, Robert Glass embodies a growth-driven mindset. His extensive experience in founding technology-centric startups informs his strategic direction and focus on operational excellence. By prioritizing innovative solutions that simplify banking processes, he enhances overall customer engagement while positioning ventures ahead of emerging trends. This approach not only caters to evolving market needs but also aims to redefine industry standards through efficiency and accessibility. The blend of entrepreneurial spirit with technological insight allows him to seize pivotal moments for disruption.
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:
19.66%
Gain 0%
Monthly
0.42%
Yearly
5.21%
Drawdown
26.07%
$100.03M
Equity
Holdings
$100.03M
Investment
$90.9M
$51.85M
Profit +$7,644.78
Realized
$42.7M
Unrealized
$9.15M
Dividends
$17.95M
Goals
Avg. 12% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$7,644.78
Win %
66%
This Week
Compared To Last Week
Gain
0.01%
Profit
$7,644.78
Win %
66%
This Month
Compared to last month
Gain
-1.81%
Profit
-$1.84M
Win %
66%
This Year
Compared to last year
Gain
-15.12%
Profit
-$12.49M
Win %
68%
RAPP Rapport Therapeutics Inc.
+9.06%
+$20,537.22 
AVTX Avalo Therapeutics Inc.
+7.97%
+$12,718.12 
MOS Mosaic Company
+7.59%
+$8,126.4 
STX Seagate Technology Holdings plc
+7.25%
+$10,953.29 
ARVN Arvinas Inc.
+6.91%
+$6,443.5 
GLUE Monte Rosa Therapeutics, Inc.
+6.64%
+$14,262.41 
RZLV Rezolve AI Ltd.
+5.93%
+$22,500 
AEVA Aeva Technologies, Inc.
+5.87%
+$69,000 
TRVI Trevi Therapeutics Inc.
+5.57%
+$17,977.5 
CGEM Cullinan Therapeutics, Inc.
+5.55%
+$14,497.2 
CADL Candel Therapeutics Inc.
+4.9%
+$14,525.2 
CDE Coeur Mining, Inc.
+4.88%
+$4,042.4 
CHTR Charter Communications Inc
+4.8%
+$1,810.28 
AMD Advanced Micro Devices, Inc.
+4.73%
+$5,595.04 
CLDX Celldex Therapeutics Inc.
+4.37%
+$16,524.34 
IOT Samsara Inc. Class A Common Stock
+4.34%
+$1,530.2 
DSGN Design Therapeutics, Inc.
+4.18%
+$9,341.64 
KYMR Kymera Therapeutics Inc.
+3.91%
+$17,334.79 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$2,093 
CCL Carnival Corporation Ltd.
+3.77%
+$9,061.94 
RZLT Rezolute, Inc.
+3.63%
+$9,971.78 
PAAS Pan American Silver Corp.
+3.46%
+$1,506.96 
TECX Tectonic Therapeutic Inc.
+3.2%
+$6,438.06 
AEM Agnico Eagle Mines Limited
+3.09%
+$4,684.81 
ALDX Aldeyra Therapeutics Inc.
+2.92%
+$1,856 
KGC Kinross Gold Corporation
+2.9%
+$8,252.64 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$6,790.31 
CME CME Group Inc.
+2.8%
+$6,034.36 
CELH Celsius Holdings Inc.
+2.75%
+$1,507.74 
CF CF Industries Holdings, Inc.
+2.74%
+$3,098.12 
NEM Newmont Corporation
+2.71%
+$10,633.92 
ZS Zscaler Inc.
+2.7%
+$477.4 
EWTX Edgewise Therapeutics, Inc.
+2.65%
+$14,053.5 
UAL United Airlines Holdings, Inc.
+2.58%
+$7,272.09 
NDAQ Nasdaq, Inc.
+2.58%
+$5,830.72 
AGIO Agios Pharmaceuticals Inc.
+2.58%
+$10,338.54 
T AT&T Inc.
+2.52%
+$10,219.02 
VZ Verizon Communications Inc.
+2.49%
+$6,864.39 
HCA HCA Healthcare Inc.
+2.29%
+$6,623.86 
USFD US Foods Holding Corp
+2.29%
+$2,330.35 
USB U.S. Bancorp
+2.27%
+$3,234.39 
IBKR Interactive Brokers Group Inc.
+2.23%
+$3,241.26 
IVZ Invesco Ltd.
+2.23%
+$7,508.97 
EPU iShares MSCI Peru and Global Exposure ETF
+2.12%
+$3,232.32 
NTRS Northern Trust Corporation
+2.1%
+$2,800.2 
ORKA Oruka Therapeutics, Inc.
+2.07%
+$16,338.52 
EXE Expand Energy Corporation
+1.95%
+$1,616.7 
MANH Manhattan Associates Inc.
+1.87%
+$9,205.03 
NXT Nextracker Inc.
+1.84%
+$1,221 
ANGI Angi Inc.
+1.82%
+$340 
PSNL Personalis Inc.
+1.8%
+$10,885.44 
HBAN Huntington Bancshares Incorporated
+1.8%
+$2,086.61 
MTB M&T Bank Corporation
+1.78%
+$2,342.61 
INGM Ingram Micro Holding Corporation
+1.71%
+$17,500 
ADM Archer-Daniels-Midland Co
+1.7%
+$2,875.64 
HLI Houlihan Lokey Inc.
+1.67%
+$1,132.73 
PNNT PennantPark Investment Corporation
+1.58%
+$9,357 
DAL Delta Air Lines, Inc.
+1.5%
+$5,003.63 
COF Capital One Financial Corporation
+1.48%
+$3,655.72 
CVS CVS Health Corporation
+1.47%
+$2,390.2 
EWW iShares MSCI Mexico ETF
+1.46%
+$2,326.67 
MET MetLife Inc.
+1.44%
+$3,104.64 
SYF Synchrony Financial
+1.42%
+$1,570.75 
EWO iShares MSCI Austria ETF
+1.37%
+$2,228.7 
MDGL Madrigal Pharmaceuticals, Inc.
+1.37%
+$1,155.22 
RPV Invesco S&P 500 Pure Value ETF
+1.37%
+$37,733.56 
BNY BlackRock New York Municipal Income Trust
+1.33%
+$4,248.73 
ECH iShares MSCI Chile ETF
+1.32%
+$2,069.28 
ABBV AbbVie Inc.
+1.32%
+$10,490.24 
RF Regions Financial Corporation
+1.31%
+$1,847.56 
PFG Principal Financial Group, Inc.
+1.3%
+$2,090.66 
CYTK Cytokinetics, Incorporated
+1.27%
+$4,942.08 
CAH Cardinal Health Inc.
+1.22%
+$5,016.87 
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$6,417.18 
INSM Insmed Inc.
+1.17%
+$10,027.62 
ASND Ascendis Pharma A/S
+1.14%
+$11,133.91 
BNTX BioNTech SE
+1.12%
+$5,616 
ICE Intercontinental Exchange, Inc.
+1.11%
+$1,946.8 
STXS Stereotaxis Inc.
+1.1%
+$12,000 
JNJ Johnson & Johnson
+1.07%
+$3,327.4 
MPC Marathon Petroleum Corporation
+1.06%
+$2,085.8 
WVE Wave Life Sciences Ltd.
+1.03%
+$1,750.5 
GL Globe Life Inc.
+1%
+$2,991.28 
IWD iShares Russell 1000 Value ETF
+0.98%
+$27,788.75 
XMTR Xometry Inc.
+0.97%
+$10,500 
EPOL iShares MSCI Poland ETF
+0.96%
+$1,704.69 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$1,187.07 
EQH Equitable Holdings, Inc.
+0.94%
+$668.3 
ALL Allstate Corporation
+0.94%
+$1,287.49 
VNQ Vanguard Real Estate ETF
+0.92%
+$967.5 
EWA iShares MSCI Australia ETF
+0.9%
+$5,760.82 
RSG Republic Services, Inc.
+0.89%
+$1,679.58 
EEFT Euronet Worldwide, Inc.
+0.89%
+$16,434.45 
EZA iShares MSCI South Africa ETF
+0.89%
+$1,205.37 
GREK Global X MSCI Greece ETF
+0.87%
+$1,408.43 
MNST Monster Beverage Corporation
+0.87%
+$2,756 
VTR Ventas Inc.
+0.85%
+$2,525.47 
EWZ iShares MSCI Brazil ETF
+0.83%
+$1,248.15 
RYTM Rhythm Pharmaceuticals Inc.
+0.82%
+$6,693.84 
TUR iShares MSCI Turkey ETF
+0.82%
+$1,312.64 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$3,962.87 
GM General Motors Company
+0.8%
+$1,417.65 
INVH Invitation Homes Inc.
+0.78%
+$16,790 
JLL Jones Lang LaSalle Inc.
+0.69%
+$592.02 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$768.49 
BFS Saul Centers Inc.
+0.67%
+$8,750 
GPK Graphic Packaging Holding Company
+0.66%
+$3,850 
INCY Incyte Corporation
+0.65%
+$9,971.5 
EVR Evercore Inc.
+0.64%
+$620.16 
EWP iShares MSCI Spain ETF
+0.63%
+$957.56 
EWU iShares MSCI United Kingdom ETF
+0.55%
+$791.44 
AXSM Axsome Therapeutics, Inc.
+0.55%
+$9,013.2 
PBP Invesco S&P 500 BuyWrite ETF
+0.48%
+$2,317.59 
CTO CTO Realty Growth, Inc.
+0.48%
+$5,040 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.48%
+$616.36 
NAMS NewAmsterdam Pharma Co. N.V.
+0.46%
+$2,051.84 
UMH UMH Properties, Inc.
+0.46%
+$700 
NET Cloudflare Inc.
+0.46%
+$248.56 
BBJP JPMorgan BetaBuilders Japan Fund
+0.46%
+$3,006.3 
AXR Amrep Corp.
+0.43%
+$4,894.56 
PGR Progressive Corporation
+0.42%
+$650.26 
DG Dollar General Corporation
+0.4%
+$741.52 
SELF Global Self Storage Inc.
+0.39%
+$705.42 
ROK Rockwell Automation, Inc.
+0.38%
+$3,500 
GD General Dynamics Corporation
+0.38%
+$1,028.17 
THD iShares MSCI Thailand ETF
+0.36%
+$599.67 
AMGN Amgen Inc.
+0.32%
+$2,655.09 
REM iShares Mortgage Real Estate ETF
+0.32%
+$636.65 
SNY Sanofi American Depositary Receipt
+0.32%
+$2,013.48 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$708.72 
QXO Qxo Inc.
+0.3%
+$201.1 
ROL Rollins, Inc.
+0.3%
+$616.56 
FTI TechnipFMC plc
+0.27%
+$469.49 
UHS Universal Health Services, Inc.
+0.25%
+$236.06 
EWM iShares MSCI Malaysia ETF
+0.25%
+$399.28 
EWI iShares MSCI Italy ETF
+0.23%
+$361.76 
LAD Lithia Motors Inc.
+0.23%
+$185.76 
IQV IQVIA Holdings Inc.
+0.22%
+$328.81 
ANNX Annexon, Inc.
+0.21%
+$245.18 
TRV The Travelers Companies, Inc.
+0.18%
+$262.08 
EWQ iShares MSCI France ETF
+0.17%
+$58.96 
EWT iShares MSCI Taiwan ETF
+0.17%
+$374.51 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$619.3 
EWD iShares MSCI Sweden ETF
+0.14%
+$189.56 
VRSN Verisign Inc.
+0.11%
+$256.64 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$472.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$443.79 
FALN iShares Fallen Angels USD Bond ETF
+0.06%
+$175.01 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.05%
+$157.96 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$150.48 
BIIB Biogen Inc.
+0.04%
+$345.12 
TJX The TJX Companies, Inc.
+0.04%
+$118.51 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$49.48 
SYRE Spyre Therapeutics, Inc.
+0.03%
+$132.68 
GHYG iShares US & Intl High Yield Corp Bond ETF
+0.02%
+$69.79 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$66.14 
PFGC Performance Food Group Co.
+0.01%
+$9.77 
10482BAB7
0%
$0 
ABC AmerisourceBergen Corporation
0%
$0 
AHH Armada Hoffler Properties, Inc.
0%
$0 
AZN
0%
$0 
EWN iShares MSCI Netherlands ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
KDK
0%
$0 
L
0%
$0 
MDV Modiv Industrial Inc.
0%
$0 
PDYN
0%
$0 
ROIVW Roivant Sciences Ltd.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TPX Tempur Sealy International Inc.
0%
$0 
SIDU Sidus Space Inc.
-14.12%
-$124,000 
LUNR Intuitive Machines, Inc.
-13.12%
-$140,700 
RDW Redwire Corporation
-11.53%
-$73,875 
MDXH MdxHealth SA
-7.67%
-$1,482.8 
RR Richtech Robotics Inc.
-7.39%
-$42,500 
PRCT Procept BioRobotics Corporation
-7.17%
-$29,775 
AVAV AeroVironment Inc.
-7.14%
-$47,772.84 
RCAT Red Cat Holdings, Inc.
-6.91%
-$37,350 
SERV Serve Robotics Inc.
-6.32%
-$35,250 
CVNA Carvana Co.
-5.49%
-$5,468.4 
CRDO Credo Technology Group Holding Ltd.
-5.27%
-$4,882.5 
ONDS Ondas Holdings Inc.
-5.09%
-$27,500 
UMAC Unusual Machines Inc.
-5.02%
-$45,150 
TKO Tko Group Holdings Inc.
-4.84%
-$5,076.94 
SSII SS Innovations International, Inc.
-4.82%
-$8,500 
AMPX Amprius Technologies Inc.
-4.62%
-$47,400 
ARBE Arbe Robotics Ltd.
-4.36%
-$11,999.99 
ABVX Abivax SA ADR
-4.28%
-$14,791.68 
KSCP Knightscope, Inc.
-3.87%
-$6,000 
TEM Tempus AI, Inc.
-3.57%
-$17,700 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$9,809.19 
BBAI BigBear.ai Holdings Inc.
-2.9%
-$9,000 
SYM Symbotic Inc. Class A
-2.8%
-$15,000 
XTIA XTI Aerospace Inc.
-2.63%
-$7,500 
ICLR ICON plc
-2.5%
-$3,639.03 
LLY Eli Lilly and Company
-2.41%
-$1,285.7 
JAZZ Jazz Pharmaceuticals plc
-2.37%
-$19,977.21 
PLTR Palantir Technologies Inc.
-2.36%
-$1,798.38 
ALNY Alnylam Pharmaceuticals Inc
-2.26%
-$8,959.8 
MBOT Microbot Medical Inc.
-2.2%
-$8,000 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$952.28 
XERS Xeris Biopharma Holdings, Inc.
-2.02%
-$6,424.04 
NTLA Intellia Therapeutics Inc.
-1.94%
-$2,761.44 
NBIX Neurocrine Biosciences Inc.
-1.81%
-$28,340.84 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$8,240 
HALO Halozyme Therapeutics Inc.
-1.74%
-$5,896.62 
ABT Abbott Laboratories
-1.64%
-$2,497.53 
MU Micron Technology, Inc.
-1.43%
-$4,320.78 
SOUN SoundHound AI Inc.
-1.43%
-$7,500 
LHX L3Harris Technologies, Inc.
-1.4%
-$3,473.34 
ADMA Adma Biologics Inc.
-1.32%
-$1,104.07 
APGE Apogee Therapeutics Inc.
-1.31%
-$13,301.73 
KRYS Krystal Biotech Inc.
-1.11%
-$6,856.87 
BLDR Builders FirstSource Inc.
-1.02%
-$8,000 
DUOL Duolingo, Inc.
-0.98%
-$109.35 
AVGO Broadcom Inc.
-0.91%
-$595 
EWY iShares MSCI South Korea ETF
-0.75%
-$1,640.49 
IONS Ionis Pharmaceuticals, Inc.
-0.73%
-$10,576.98 
SGU Star Group L.P.
-0.71%
-$1,911.51 
EXEL Exelixis Inc.
-0.69%
-$757.39 
ARGX argenx SE American Depositary Receipt
-0.6%
-$9,723.44 
CSCO Cisco Systems, Inc.
-0.6%
-$2,495.15 
SNPS Synopsys, Inc.
-0.53%
-$1,560 
SMA SmartStop Self Storage REIT Inc.
-0.53%
-$5,100 
WRB-PH W.R. Berkley Corporation 4.125%
-0.52%
-$154.4 
RNA Avidity Biosciences Inc.
-0.48%
-$797.16 
ISRG Intuitive Surgical, Inc.
-0.45%
-$3,219.99 
RBLX Roblox Corporation
-0.41%
-$76.68 
SION Sionna Therapeutics Inc.
-0.36%
-$626.34 
CBOE Cboe Global Markets Inc.
-0.34%
-$1,012.76 
EWL iShares MSCI Switzerland ETF
-0.3%
-$432.63 
DWX SPDR S&P International Dividend ETF
-0.25%
-$1,183.32 
AAT American Assets Trust, Inc.
-0.24%
-$2,100 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$817.75 
GILD Gilead Sciences Inc.
-0.22%
-$5,672.8 
VCYT Veracyte Inc.
-0.19%
-$615.42 
NRIX Nurix Therapeutics Inc.
-0.18%
-$767.13 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,284.96 
NUVL Nuvalent, Inc.
-0.16%
-$931.4 
GMED Globus Medical Inc.
-0.16%
-$975 
IRON Disc Medicine Inc.
-0.13%
-$357.49 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$912.66 
MGTX MeiraGTx Holdings plc
-0.1%
-$536.94 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$83.79 
WSR Whitestone REIT
-0.05%
-$284.93 
BKLN Invesco Senior Loan ETF
-0.05%
-$237.52 
CPRX Catalyst Pharmaceuticals Inc.
-0.03%
-$232.86 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$542.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$189.18 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$25.13 
MUB iShares National Muni Bond ETF
-0.01%
-$12.26 
PTGX Protagonist Therapeutics Inc.
-0.01%
-$90.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3474 | Longs Won 1898/3474 54% | Profit Factor 2.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $291,574.97 |
| Average Win $52,730.45 | Best Trade (Sep 29) $11.08M | Sharpe Ratio -66.78 |
| Average Loss -$30,602.66 | Worst Trade (Sep 30) -$1.02M | Z-Score -15.15 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $14,926.03 |
| 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% | 0.04% | 2.5% |
| Consecutive Losing Trades | 3,268 | 2,941 | 2,614 | 2,288 | 1,961 | 1,634 | 1,307 | 980 | 654 | 327 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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