BG
Byron Gustus Portfolio
Invests via Cornerstone Select Advisors LLC | Managed by Doyle Gustus, Byron Gustus
Invests via Cornerstone Select Advisors LLC
Managed by Doyle Gustus, Byron Gustus
Automatically Tracked
Serial entrepreneur and operator focused on growth-stage technology companies, with experience building go-to-market teams, product-led growth, and scaling SaaS and marketplace models. Byron Gustus combines founder experience with angel and seed investing, serving on several private company boards and advising venture-backed management teams. Market-relevant strengths include revenue scaling, customer acquisition strategy, capital raises and exit preparation for strategic or acquisition outcomes.
Serial entrepreneur and operator focused on growth-stage technology companies, with experience building go-to-market teams, product-led growth, and scaling SaaS and marketplace models. Byron Gustus combines founder experience with angel and seed investing, serving on several private company boards and advising venture-backed management teams. Market-relevant strengths include revenue scaling, customer acquisition strategy, capital raises and exit preparation for strategic or acquisition outcomes.
Investment Philosophy & Strategy
Combines founder-operator sensibilities with pragmatic early-stage investing, prioritizing growth-stage tech companies where product-led distribution and repeatable SaaS or marketplace unit economics are emerging. Focuses on capital-efficient revenue scaling, go-to-market motion optimization, and customer acquisition channels that demonstrate scalable CAC payback. Prefers lead or active seed/angel positions that allow board or adviser proximity to influence hiring, metrics discipline, and fundraising cadence. Investment horizon spans 3–7 years with exit-oriented playbooks; risk managed through concentration in core sectors, hands-on operational support, milestone-based follow-ons, and disciplined cap allocation tied to growth inflection points.
Combines founder-operator sensibilities with pragmatic early-stage investing, prioritizing growth-stage tech companies where product-led distribution and repeatable SaaS or marketplace unit economics are emerging. Focuses on capital-efficient revenue scaling, go-to-market motion optimization, and customer acquisition channels that demonstrate scalable CAC payback. Prefers lead or active seed/angel positions that allow board or adviser proximity to influence hiring, metrics discipline, and fundraising cadence. Investment horizon spans 3–7 years with exit-oriented playbooks; risk managed through concentration in core sectors, hands-on operational support, milestone-based follow-ons, and disciplined cap allocation tied to growth inflection points.
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:
0.6%
Gain
Monthly
0.03%
Yearly
0.39%
Drawdown
46.76%
$194.21M
Equity
Holdings
$194.21M
Investment
$129.53M
$65.3M
Profit -$1.08M
Realized
$618,383.6
Unrealized
$64.68M
Dividends
$4.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.08M
Win %
78%
This Week
Compared To Last Week
Gain
-2.74%
Profit
-$5.46M
Win %
78%
This Month
Compared to last month
Gain
-5.08%
Profit
-$10.39M
Win %
78%
This Year
Compared to last year
Gain
21.66%
Profit
$34.58M
Win %
77%
ALL Allstate Corporation
+3.32%
+$40,035.84 
HRTX Heron Therapeutics Inc.
+3.17%
+$897.15 
MRK Merck & Co., Inc.
+3.02%
+$87,857.46 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+3.02%
+$5,803.46 
BG Bunge Global S.A.
+2.54%
+$6,434.82 
BMY Bristol-Myers Squibb Company
+2.33%
+$26,235.87 
SHEL Shell plc
+2.13%
+$50,334.29 
MO Altria Group, Inc.
+2%
+$32,261.62 
CSCO Cisco Systems, Inc.
+1.88%
+$66,031.24 
JNJ Johnson & Johnson
+1.83%
+$15,341.46 
PANW Palo Alto Networks, Inc.
+1.78%
+$73,675.56 
GILD Gilead Sciences Inc.
+1.69%
+$35,932.89 
MCK McKesson Corporation
+1.61%
+$5,381.64 
CAH Cardinal Health Inc.
+1.59%
+$61,445.01 
RTX RTX Corporation
+1.57%
+$7,922.34 
ABBV AbbVie Inc.
+1.57%
+$44,883.51 
LHX L3Harris Technologies, Inc.
+1.51%
+$27,087.06 
TX Ternium S.A. Sponsored ADR
+1.41%
+$3,680 
T AT&T Inc.
+1.41%
+$41,058.26 
TGT Target Corporation
+1.38%
+$4,230.56 
VZ Verizon Communications Inc.
+1.37%
+$28,827.6 
ESLT Elbit Systems Ltd.
+1.35%
+$2,582.28 
XOM Exxon Mobil Corporation
+1.32%
+$14,363.06 
CVX Chevron Corporation
+1.26%
+$46,167.8 
PRU Prudential Financial, Inc.
+1.25%
+$4,639.8 
VLO Valero Energy Corporation
+1.23%
+$39,017.36 
AEP American Electric Power Company, Inc.
+1.22%
+$5,004.18 
FNF Fidelity National Financial, Inc.
+1.19%
+$4,380.3 
OHI Omega Healthcare Investors Inc.
+1.15%
+$13,151.98 
VVX V2X Inc.
+1.08%
+$3,908.25 
WMT Walmart Inc.
+1.04%
+$22,476.88 
NSC Norfolk Southern Corporation
+1.03%
+$3,091.77 
UNP Union Pacific Corporation
+0.97%
+$7,964.15 
VNQ Vanguard Real Estate ETF
+0.89%
+$3,732.15 
LDOS Leidos Holdings Inc.
+0.89%
+$5,750.44 
XLE Energy Select Sector SPDR Fund
+0.81%
+$6,394.46 
DVN Devon Energy Corporation
+0.79%
+$1,456.9 
JPM JPMorgan Chase & Co.
+0.78%
+$7,094.22 
OGE Oge Energy Corp.
+0.77%
+$2,084.68 
ET Energy Transfer L.P.
+0.77%
+$2,643.37 
DELL Dell Technologies Inc.
+0.76%
+$25,869.38 
MET MetLife Inc.
+0.75%
+$3,490.9 
TFC Truist Financial Corporation
+0.73%
+$8,670.09 
ORCL Oracle Corporation
+0.72%
+$10,578.54 
UGI UGI Corporation
+0.67%
+$9,830.38 
BAC Bank of America Corporation
+0.63%
+$24,876.15 
HPE Hewlett Packard Enterprise Company
+0.59%
+$11,262.24 
VHT Vanguard Health Care ETF
+0.53%
+$5,409.62 
FTNT Fortinet Inc.
+0.47%
+$4,090.69 
VDC VANGUARD CONSUMER STAPLES ETF
+0.45%
+$2,708.16 
EPD Enterprise Products Partners L.P.
+0.41%
+$10,335.56 
ORLY O'Reilly Automotive Inc.
+0.39%
+$1,203.94 
CRWD CrowdStrike Holdings, Inc.
+0.37%
+$15,426 
CSX CSX Corporation
+0.32%
+$963.62 
QSR Restaurant Brands International Inc.
+0.31%
+$871.2 
MPLX MPLX LP
+0.31%
+$2,320.32 
XLI Industrial Select Sector SPDR Fund
+0.29%
+$3,220.75 
AMGN Amgen Inc.
+0.27%
+$4,318.24 
HD The Home Depot, Inc.
+0.22%
+$619.32 
MU Micron Technology, Inc.
+0.17%
+$18,724.42 
VAW Vanguard Materials ETF
+0.14%
+$289.85 
TGTX TG Therapeutics, Inc.
+0.07%
+$1,895.08 
PFFD Global X U.S. Preferred ETF
+0.03%
+$56.63 
STLD Steel Dynamics Inc.
+0.01%
+$74.86 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.93%
-$27,354.3 
CDNS Cadence Design Systems, Inc.
-10.19%
-$147,839.74 
CRDO Credo Technology Group Holding Ltd.
-6.89%
-$112,225.84 
APLD Applied Digital Corporation
-6.24%
-$14,400.42 
META Meta Platforms Inc Class A
-5.7%
-$137,428.79 
BTQ BTQ Technologies Corp.
-4.9%
-$3,397.35 
KLAC KLA Corporation
-4.33%
-$224,058.9 
MDB MongoDB Inc.
-3.83%
-$13,206.91 
GLW Corning Incorporated
-3.79%
-$79,074 
GLXY Galaxy Digital Inc. Class A Common Stock
-3.74%
-$22,327.06 
MELI MercadoLibre, Inc.
-3.45%
-$11,342.16 
LRCX Lam Research Corporation
-2.96%
-$222,907.9 
AMD Advanced Micro Devices, Inc.
-2.93%
-$53,948.54 
SMH VanEck Semiconductor ETF
-2.9%
-$91,948.24 
IVZ Invesco Ltd.
-2.85%
-$7,324.82 
VRT Vertiv Holdings Co
-2.84%
-$113,899.52 
EME EMCOR Group, Inc.
-2.77%
-$24,187.91 
ANET Arista Networks, Inc.
-2.65%
-$71,944.26 
IBM International Business Machines Corporation
-2.58%
-$40,749 
GOOGL Alphabet Inc
-2.54%
-$58,343.46 
MSFT Microsoft Corp.
-2.36%
-$67,926.09 
ASML ASML Holding N.V. New York Registry Shares
-2.26%
-$27,060.5 
NVDA NVIDIA Corporation
-2.08%
-$180,843.29 
PLTR Palantir Technologies Inc.
-1.91%
-$54,661.33 
V Visa Inc. Class A
-1.83%
-$25,339.33 
AIQ Global X Artificial Intelligence & Technology ETF
-1.74%
-$5,968.85 
COF Capital One Financial Corporation
-1.55%
-$9,000.32 
BKR Baker Hughes Company
-1.5%
-$3,210.45 
AVGO Broadcom Inc.
-1.47%
-$157,255.71 
SLB Schlumberger Limited
-1.25%
-$8,222.24 
COHR Coherent Corp.
-1.13%
-$6,801.6 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1%
-$6,582.03 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.98%
-$2,612.79 
CG The Carlyle Group Inc.
-0.96%
-$1,986.75 
CBRE CBRE Group Inc.
-0.91%
-$2,709.08 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.86%
-$7,360.88 
IVV iShares Core S&P 500 ETF
-0.79%
-$4,060.42 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$1,813.87 
CRM Salesforce Inc
-0.73%
-$3,502.8 
GM General Motors Company
-0.68%
-$2,916.06 
FCX Freeport-McMoRan Inc.
-0.63%
-$1,815.96 
TPR Tapestry Inc.
-0.49%
-$4,004.4 
HSBC HSBC Holdings plc Sponsored ADR
-0.48%
-$5,994.24 
AMZN Amazon.com Inc
-0.44%
-$12,537.18 
RSSL Global X Russell 2000 ETF
-0.44%
-$2,308.36 
IWM iShares Russell 2000 ETF
-0.35%
-$2,020.18 
NWG NatWest Group plc Sponsored ADR
-0.34%
-$771.48 
URI United Rentals, Inc.
-0.27%
-$1,623.22 
FDX FedEx Corporation
-0.27%
-$516.34 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.24%
-$3,132.69 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.16%
-$3,625.27 
CMI Cummins Inc.
-0.15%
-$1,059.98 
WCC Wesco International Inc.
-0.06%
-$1,516.2 
TMHC Taylor Morrison Home Corporation
-0.06%
-$1,007.82 
AAPL Apple Inc.
-0.06%
-$3,328.8 
CAT Caterpillar Inc.
-0.05%
-$870.91 
ADBE Adobe Inc.
-0.05%
-$113.85 
ARCC Ares Capital Corporation
-0.03%
-$817.7 Events
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Dividends
Dividend Analysis
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| Trades 648 | Longs Won 462/648 71% | Profit Factor 16.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $487,232.7 |
| Average Win $150,536.51 | Best Trade (Jul 10) $10.1M | Sharpe Ratio -13.97 |
| Average Loss -$22,830.59 | Worst Trade (Jul 10) -$434,809.11 | Z-Score 12.71 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $100,773.73 |
| 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 | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
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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