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:
77.58%
Gain +0.54%
Monthly
2.91%
Yearly
41.16%
Drawdown
19.25%
$235.45M
Equity
Holdings
$235.45M
Investment
$162.21M
$73.33M
Profit +$844,207.29
Realized
$91,590.31
Unrealized
$73.24M
Dividends
$4.25M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$844,207.29
Win %
79%
This Week
Compared To Last Week
Gain
0.36%
Profit
$844,207.29
Win %
79%
This Month
Compared to last month
Gain
5.15%
Profit
$11.53M
Win %
79%
This Year
Compared to last year
Gain
-0.89%
Profit
-$2.1M
Win %
77%
VVX V2X Inc.
+14.58%
+$65,390.08 
GDX VanEck Gold Miners ETF
+7.25%
+$19,193.05 
LLY Eli Lilly and Company
+4.86%
+$17,716.84 
OHI Omega Healthcare Investors Inc.
+3.88%
+$51,865.38 
ANET Arista Networks, Inc.
+3.57%
+$125,956.59 
NVDA NVIDIA Corporation
+3.44%
+$314,554.24 
FCX Freeport-McMoRan Inc.
+3.1%
+$12,429.23 
CMI Cummins Inc.
+3.06%
+$33,018.57 
VRT Vertiv Holdings Co
+2.64%
+$108,694.74 
CAH Cardinal Health Inc.
+2.43%
+$104,830.08 
MCK McKesson Corporation
+2.25%
+$7,502.71 
RTX RTX Corporation
+2.01%
+$12,375.44 
DELL Dell Technologies Inc.
+1.95%
+$102,901.07 
MELI MercadoLibre, Inc.
+1.8%
+$6,030.38 
XLE Energy Select Sector SPDR Fund
+1.76%
+$14,241.81 
ORLY O'Reilly Automotive Inc.
+1.75%
+$5,385.45 
HPE Hewlett Packard Enterprise Company
+1.58%
+$40,382.82 
BHLB Berkshire Hills Bancorp Inc
+1.5%
+$3,420.19 
COHR Coherent Corp.
+1.39%
+$18,970.21 
HD The Home Depot, Inc.
+1.06%
+$3,099.61 
ET Energy Transfer L.P.
+1.06%
+$3,727.67 
CRM Salesforce Inc
+1.04%
+$4,103.36 
URI United Rentals, Inc.
+1.04%
+$9,694.77 
AMAT Applied Materials, Inc.
+0.99%
+$2,877.9 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.97%
+$2,271.04 
WFC Wells Fargo & Company
+0.88%
+$3,284.58 
SNOW Snowflake Inc.
+0.68%
+$3,106.76 
BAC Bank of America Corporation
+0.56%
+$24,126.55 
MO Altria Group, Inc.
+0.54%
+$10,432.15 
AAPL Apple Inc.
+0.52%
+$31,998.44 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.49%
+$6,668.3 
TFC Truist Financial Corporation
+0.47%
+$6,574.75 
PANW Palo Alto Networks, Inc.
+0.47%
+$22,540.6 
STLD Steel Dynamics Inc.
+0.32%
+$4,498.61 
EME EMCOR Group, Inc.
+0.28%
+$4,664.82 
MRK Merck & Co., Inc.
+0.26%
+$8,422.59 
QSR Restaurant Brands International Inc.
+0.19%
+$532.41 
CSX CSX Corporation
+0.18%
+$689.41 
NSC Norfolk Southern Corporation
+0.14%
+$418.77 
ABBV AbbVie Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
$0 
BG Bunge Global S.A.
0%
$0 
BKR Baker Hughes Company
0%
$0 
CBRE CBRE Group Inc.
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CVX Chevron Corporation
0%
$0 
EXC Exelon Corporation
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSBD Goldman Sachs BDC Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KLAC KLA Corporation
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MET MetLife Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
$0 
PRTA Prothena Corporation plc
0%
$0 
PWR Quanta Services Inc.
0%
$0 
TGTX TG Therapeutics, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TX Ternium S.A. Sponsored ADR
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
WULF TeraWulf Inc.
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
PSLV Sprott Physical Silver Trust
0%
$0 
TE T1 Energy Inc.
-23.2%
-$53,483.22 
GLXY Galaxy Digital Inc. Class A Common Stock
-13.1%
-$101,645 
SPAI Safe Pro Group Inc.
-11.97%
-$6,318 
SILJ Amplify Junior Silver Miners ETF
-7.74%
-$16,485.22 
IVZ Invesco Ltd.
-7.5%
-$19,015.2 
UBER Uber Technologies, Inc.
-6.88%
-$14,755.99 
RDZN Roadzen Inc.
-6.5%
-$9,160 
SMH VanEck Semiconductor ETF
-6.11%
-$191,484.69 
VGT Vanguard Information Technology ETF
-5.83%
-$14,056 
MPC Marathon Petroleum Corporation
-4.75%
-$12,779.59 
ARCC Ares Capital Corporation
-4.53%
-$152,735.57 
APLD Applied Digital Corporation
-4.48%
-$12,553.8 
AIQ Global X Artificial Intelligence & Technology ETF
-4.05%
-$18,147.84 
GOOGL Alphabet Inc
-4.03%
-$108,396.77 
FSK FS KKR Capital Corp.
-3.92%
-$8,590.95 
VAW Vanguard Materials ETF
-3.58%
-$7,724.18 
XLI Industrial Select Sector SPDR Fund
-3.52%
-$45,309.85 
BMY Bristol-Myers Squibb Company
-3.43%
-$42,940 
RSSL Global X Russell 2000 ETF
-3.43%
-$18,790.21 
WCC Wesco International Inc.
-3.41%
-$95,379.28 
GRNY Fundstrat Granny Shots US Large Cap ETF
-3.19%
-$9,261.34 
HSBC HSBC Holdings plc Sponsored ADR
-3.17%
-$47,171.05 
PRU Prudential Financial, Inc.
-2.74%
-$10,336.04 
HRTX Heron Therapeutics Inc.
-2.71%
-$551.5 
IREN IREN Limited
-2.69%
-$5,570.4 
PLTR Palantir Technologies Inc.
-2.6%
-$123,820.56 
COP ConocoPhillips
-2.46%
-$7,119.5 
SHEL Shell plc
-2.31%
-$60,226.4 
TXN Texas Instruments Inc
-2.08%
-$4,615.71 
GLW Corning Incorporated
-2.06%
-$43,645.57 
VLO Valero Energy Corporation
-2.05%
-$84,226.9 
MPLX MPLX LP
-2.02%
-$17,637.54 
ASML ASML Holding N.V. New York Registry Shares
-1.97%
-$31,245.77 
LRCX Lam Research Corporation
-1.9%
-$179,191.02 
CEF Sprott Physical Gold and Silver Trust
-1.89%
-$5,682.61 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.86%
-$15,925.83 
SLB Schlumberger Limited
-1.77%
-$13,149 
UGI UGI Corporation
-1.71%
-$26,175.16 
XOM Exxon Mobil Corporation
-1.51%
-$20,149.93 
AEP American Electric Power Company, Inc.
-1.47%
-$5,728.39 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.44%
-$9,451.12 
T AT&T Inc.
-1.37%
-$46,638.87 
MSFT Microsoft Corp.
-1.09%
-$42,901.65 
CDNS Cadence Design Systems, Inc.
-1.04%
-$15,996.27 
MDB MongoDB Inc.
-1.03%
-$3,955.29 
NWG NatWest Group plc Sponsored ADR
-0.94%
-$2,411.1 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$2,161.5 
OGE Oge Energy Corp.
-0.82%
-$2,987.4 
BTQ BTQ Technologies Corp.
-0.75%
-$862.8 
ORCL Oracle Corporation
-0.7%
-$13,678.27 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$31,301.76 
CAT Caterpillar Inc.
-0.62%
-$11,072.8 
TGT Target Corporation
-0.47%
-$1,512.48 
XLK State Street Technology Select Sector SPDR ETF
-0.25%
-$770.02 
IWM iShares Russell 2000 ETF
-0.23%
-$1,645.74 
TPR Tapestry Inc.
-0.22%
-$2,240.94 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$486.65 
CSCO Cisco Systems, Inc.
-0.2%
-$8,376.72 
FIX Comfort Systems USA, Inc.
-0.2%
-$815.45 
IVV iShares Core S&P 500 ETF
-0.18%
-$970.96 
EPD Enterprise Products Partners L.P.
-0.18%
-$5,607.22 
COF Capital One Financial Corporation
-0.13%
-$988.68 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$2,022.84 
VHT Vanguard Health Care ETF
-0.06%
-$602.25 
TMHC Taylor Morrison Home Corporation
-0.03%
-$479.22 
VDC VANGUARD CONSUMER STAPLES ETF
-0.01%
-$52.34 Events
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Dividends
Dividend Analysis
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| Trades 790 | Longs Won 574/790 72% | Profit Factor 12.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $479,700.48 |
| Average Win $139,056.14 | Best Trade (Aug 17) $9.89M | Sharpe Ratio -13.57 |
| Average Loss -$30,027.89 | Worst Trade (Sep 01) -$835,770.01 | Z-Score 17.35 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $92,821.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,752 | $5.04M | $6.14M | - | $1.1M | 21.93% | +0.524% |
| ABBV AbbVie Inc. | 13,222 | $2.58M | $3.22M | - | $643,795.76 | 24.96% | 0.0 |
| AEP American Electric Power Company, Inc. | 3,047 | $334,792.38 | $385,354.09 | - | $50,561.71 | 15.1% | -1.465% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 101,142 | $2.56M | $2.58M | - | $20,796.4 | 0.81% | -0.078% |
| AIQ Global X Artificial Intelligence & Technology ETF | 7,089 | $373,224.65 | $429,380.73 | - | $56,156.08 | 15.05% | -4.055% |
| ALL Allstate Corporation | 4,992 | $964,909.33 | $1.31M | - | $345,790.19 | 35.84% | 0.0 |
| AMAT Applied Materials, Inc. | 530 | $383,190 | $292,586.5 | - | -$90,603.5 | -23.64% | +0.993% |
| AMD Advanced Micro Devices, Inc. | 4,091 | $743,372.35 | $2.12M | - | $1.38M | 185.39% | 0.0 |
| AMGN Amgen Inc. | 4,743 | $1.34M | $1.85M | - | $509,226.02 | 37.98% | 0.0 |
| AMZN Amazon.com Inc | 12,996 | $2.86M | $3.61M | - | $740,633.83 | 25.85% | 0.0 |
| ANET Arista Networks, Inc. | 18,523 | $2.22M | $3.65M | - | $1.44M | 64.99% | +3.569% |
| APLD Applied Digital Corporation | 8,967 | $216,131 | $267,844.29 | - | $51,713.29 | 23.93% | -4.477% |
| ARCC Ares Capital Corporation | 171,613 | $3.67M | $3.22M | - | -$452,870.11 | -12.33% | -4.529% |
| ASML ASML Holding N.V. New York Registry Shares | 928 | $990,224.6 | $1.56M | - | $567,163.56 | 57.28% | -1.967% |
| AVGO Broadcom Inc. | 31,375 | $7.83M | $13.12M | - | $5.29M | 67.49% | 0.0 |
| BAC Bank of America Corporation | 68,933 | $3.13M | $4.36M | - | $1.23M | 39.32% | +0.556% |
| BG Bunge Global S.A. | 2,260 | $285,936.76 | $241,209.8 | - | -$44,726.96 | -15.64% | 0.0 |
| BHLB Berkshire Hills Bancorp Inc | 7,574 | $227,319.48 | $230,634 | - | $3,314.52 | 1.46% | +1.505% |
| BKR Baker Hughes Company | 6,391 | $375,663.2 | $394,516.43 | - | $18,853.23 | 5.02% | 0.0 |
| BMY Bristol-Myers Squibb Company | 19,000 | $1.08M | $1.21M | - | $131,410.44 | 12.2% | -3.43% |
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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 Byron Gustus?
The largest contributions to the portfolio's profits come from the following stocks: Ares Capital Corporation - $418,637.39, NVIDIA Corporation - $302,724.41, TG Therapeutics, Inc - $272,685.69, AT&T Inc - $266,857.24, and Verizon Communications Inc - $251,944.6. 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: Adobe Inc - $310,287.49, Fiserv, Inc - $249,113.11, Salesforce Inc - $121,213.59, Rocket Pharmaceuticals Inc - $112,365.47, and Enovix Corporation - $92,062.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Byron Gustus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.25M earned over time. The largest contributors to dividend income include Ares Capital Corporation - $418,414.08, AT&T Inc - $253,739.82, Enterprise Products Partners L.P - $244,366.27, Verizon Communications Inc - $233,074.84, and Chevron Corporation - $207,336.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Byron Gustus's monthly returns?
Byron Gustus'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 Byron Gustus's strategy be considered aggressive or moderate?
Byron Gustus's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Byron Gustus's strategy?
Byron Gustus'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.
