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:
73.34%
Gain -1.08%
Monthly
2.59%
Yearly
35.93%
Drawdown
19.2%
$231.86M
Equity
Holdings
$231.86M
Investment
$162.21M
$69.75M
Profit -$1.7M
Realized
$98,325.02
Unrealized
$69.65M
Dividends
$4.93M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.08%
Profit
-$1.7M
Win %
74%
This Week
Compared To Last Week
Gain
-4.64%
Profit
-$11.28M
Win %
74%
This Month
Compared to last month
Gain
-2.49%
Profit
-$5.91M
Win %
74%
This Year
Compared to last year
Gain
-2.39%
Profit
-$5.68M
Win %
73%
SLB Schlumberger Limited
+2.42%
+$17,093.7 
BKR Baker Hughes Company
+2.32%
+$8,052.66 
RTX RTX Corporation
+2.27%
+$11,952.56 
STLD Steel Dynamics Inc.
+2.23%
+$28,082.1 
COF Capital One Financial Corporation
+2.05%
+$14,424.14 
TFC Truist Financial Corporation
+1.99%
+$24,326.58 
SHEL Shell plc
+1.96%
+$58,778.65 
JPM JPMorgan Chase & Co.
+1.8%
+$19,921.53 
COP ConocoPhillips
+1.69%
+$5,892 
GDX VanEck Gold Miners ETF
+1.69%
+$4,993.6 
NWG NatWest Group plc Sponsored ADR
+1.63%
+$3,817.57 
AEP American Electric Power Company, Inc.
+1.62%
+$6,119.29 
SILJ Amplify Junior Silver Miners ETF
+1.6%
+$3,346.01 
WFC Wells Fargo & Company
+1.59%
+$5,537.47 
VVX V2X Inc.
+1.54%
+$6,037.76 
GM General Motors Company
+1.54%
+$9,454.41 
LHX L3Harris Technologies, Inc.
+1.53%
+$23,491.67 
VAW Vanguard Materials ETF
+1.47%
+$3,072.86 
RDZN Roadzen Inc.
+1.46%
+$1,717.5 
FCX Freeport-McMoRan Inc.
+1.41%
+$5,887.54 
JNJ Johnson & Johnson
+1.37%
+$14,227 
ORLY O'Reilly Automotive Inc.
+1.37%
+$4,047.45 
ASML ASML Holding N.V. New York Registry Shares
+1.34%
+$20,666.62 
OGE Oge Energy Corp.
+1.31%
+$4,710.91 
MRK Merck & Co., Inc.
+1.3%
+$48,238.47 
EXC Exelon Corporation
+1.28%
+$2,438.87 
MO Altria Group, Inc.
+1.27%
+$26,503.3 
EPD Enterprise Products Partners L.P.
+1.26%
+$36,045.9 
CVX Chevron Corporation
+1.25%
+$66,543.64 
MET MetLife Inc.
+1.2%
+$6,615.45 
HSBC HSBC Holdings plc Sponsored ADR
+1.2%
+$15,864.07 
TX Ternium S.A. Sponsored ADR
+1.18%
+$4,028.04 
ALL Allstate Corporation
+1.18%
+$14,077.39 
UGI UGI Corporation
+1.17%
+$18,575.92 
HD The Home Depot, Inc.
+1.14%
+$2,940.01 
XLE Energy Select Sector SPDR Fund
+1.13%
+$10,370.25 
LLY Eli Lilly and Company
+1.12%
+$4,602.53 
ET Energy Transfer L.P.
+1.11%
+$3,814.36 
BAC Bank of America Corporation
+1.06%
+$37,913.15 
MPLX MPLX LP
+1.06%
+$8,746.49 
VDC VANGUARD CONSUMER STAPLES ETF
+1.01%
+$6,202.29 
QSR Restaurant Brands International Inc.
+0.98%
+$2,776.19 
LDOS Leidos Holdings Inc.
+0.98%
+$6,336.68 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.98%
+$2,696.86 
GEV GE Vernova Inc.
+0.94%
+$1,638.63 
WMT Walmart Inc.
+0.92%
+$23,162.76 
AAPL Apple Inc.
+0.9%
+$60,836.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.9%
+$11,526.46 
VNQ Vanguard Real Estate ETF
+0.77%
+$2,937.03 
TPR Tapestry Inc.
+0.76%
+$6,030.77 
XOM Exxon Mobil Corporation
+0.73%
+$11,026.29 
TXN Texas Instruments Inc
+0.72%
+$1,577.62 
ABBV AbbVie Inc.
+0.72%
+$27,105.23 
V Visa Inc. Class A
+0.72%
+$10,876.12 
XLI Industrial Select Sector SPDR Fund
+0.69%
+$8,012.12 
VZ Verizon Communications Inc.
+0.69%
+$15,323.2 
SPAI Safe Pro Group Inc.
+0.65%
+$267.93 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.64%
+$5,284.47 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+0.62%
+$3,881.71 
PSLV Sprott Physical Silver Trust
+0.62%
+$3,588 
BG Bunge Global S.A.
+0.58%
+$1,401.2 
CSX CSX Corporation
+0.54%
+$2,029.9 
MA Mastercard Incorporated
+0.52%
+$1,692.79 
AMGN Amgen Inc.
+0.51%
+$10,576.89 
CEF Sprott Physical Gold and Silver Trust
+0.48%
+$1,439.1 
PRTA Prothena Corporation plc
+0.47%
+$400 
FNF Fidelity National Financial, Inc.
+0.45%
+$1,318.5 
CAT Caterpillar Inc.
+0.43%
+$6,438.88 
NSC Norfolk Southern Corporation
+0.43%
+$1,247.4 
T AT&T Inc.
+0.38%
+$13,117.14 
IVZ Invesco Ltd.
+0.38%
+$871.53 
UNP Union Pacific Corporation
+0.33%
+$2,603.55 
CMI Cummins Inc.
+0.31%
+$2,813.73 
MCK McKesson Corporation
+0.25%
+$994.48 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.24%
+$6,068.52 
TGT Target Corporation
+0.24%
+$811.04 
BMY Bristol-Myers Squibb Company
+0.22%
+$2,565 
OHI Omega Healthcare Investors Inc.
+0.18%
+$2,222.8 
PFFD Global X U.S. Preferred ETF
+0.14%
+$272.25 
ARCC Ares Capital Corporation
+0.13%
+$4,290.32 
VLO Valero Energy Corporation
+0.09%
+$5,446.88 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IREN IREN Limited
-5.45%
-$8,380.92 
SNOW Snowflake Inc.
-5.43%
-$26,299.01 
COHR Coherent Corp.
-5.04%
-$53,361.79 
MDB MongoDB Inc.
-5.01%
-$18,520.18 
PANW Palo Alto Networks, Inc.
-4.27%
-$207,059 
HRTX Heron Therapeutics Inc.
-4.03%
-$611.45 
HPE Hewlett Packard Enterprise Company
-3.96%
-$112,877.28 
TE T1 Energy Inc.
-3.92%
-$4,881.4 
FTNT Fortinet Inc.
-3.88%
-$47,658 
APLD Applied Digital Corporation
-3.73%
-$6,814.92 
CRWD CrowdStrike Holdings, Inc.
-3.64%
-$205,072.79 
MU Micron Technology, Inc.
-3.54%
-$468,993.05 
CRDO Credo Technology Group Holding Ltd.
-3.01%
-$49,705.82 
AMD Advanced Micro Devices, Inc.
-2.98%
-$68,442.35 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.52%
-$16,098.47 
KLAC KLA Corporation
-2.4%
-$106,999.9 
LRCX Lam Research Corporation
-2.37%
-$195,413.49 
GLW Corning Incorporated
-2.34%
-$42,916.91 
WULF TeraWulf Inc.
-2.18%
-$3,664.1 
VRT Vertiv Holdings Co
-2.11%
-$69,010.02 
PLTR Palantir Technologies Inc.
-2.1%
-$123,495.64 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.02%
-$6,298.61 
CRM Salesforce Inc
-1.96%
-$9,959.48 
DELL Dell Technologies Inc.
-1.95%
-$104,311.45 
AVGO Broadcom Inc.
-1.85%
-$199,701.87 
ORCL Oracle Corporation
-1.8%
-$32,611.92 
AMAT Applied Materials, Inc.
-1.74%
-$3,953.81 
META Meta Platforms Inc Class A
-1.71%
-$52,267.38 
ANET Arista Networks, Inc.
-1.58%
-$54,272.39 
SMH VanEck Semiconductor ETF
-1.51%
-$45,801.21 
BHLB Berkshire Hills Bancorp Inc
-1.48%
-$3,420.19 
FIX Comfort Systems USA, Inc.
-1.34%
-$4,674.15 
XLK State Street Technology Select Sector SPDR ETF
-1.28%
-$4,067.82 
AIQ Global X Artificial Intelligence & Technology ETF
-1.28%
-$5,812.98 
CSCO Cisco Systems, Inc.
-1.24%
-$47,468.08 
PWR Quanta Services Inc.
-1.2%
-$4,960.76 
VGT Vanguard Information Technology ETF
-1.14%
-$2,791.12 
GOOGL Alphabet Inc
-1.1%
-$27,490.92 
TGTX TG Therapeutics, Inc.
-1.04%
-$23,490.75 
GOOG Alphabet Inc
-0.99%
-$4,483.32 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$2,064.15 
FSK FS KKR Capital Corp.
-0.79%
-$1,622.73 
TMO Thermo Fisher Scientific Inc.
-0.74%
-$2,266.74 
MELI MercadoLibre, Inc.
-0.7%
-$2,304.54 
CBRE CBRE Group Inc.
-0.66%
-$1,815.32 
GSBD Goldman Sachs BDC Inc.
-0.56%
-$852.5 
WCC Wesco International Inc.
-0.48%
-$12,473.23 
AMZN Amazon.com Inc
-0.47%
-$15,595.2 
IBM International Business Machines Corporation
-0.46%
-$8,873.51 
MSFT Microsoft Corp.
-0.46%
-$19,747.59 
BTQ BTQ Technologies Corp.
-0.42%
-$281.85 
NVDA NVIDIA Corporation
-0.34%
-$31,973.92 
GILD Gilead Sciences Inc.
-0.34%
-$9,934.32 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.25%
-$728.42 
MPC Marathon Petroleum Corporation
-0.19%
-$782.61 
URI United Rentals, Inc.
-0.17%
-$1,485.52 
IWM iShares Russell 2000 ETF
-0.16%
-$1,041.89 
UBER Uber Technologies, Inc.
-0.14%
-$297.8 
CAH Cardinal Health Inc.
-0.14%
-$6,459.78 
CDNS Cadence Design Systems, Inc.
-0.1%
-$1,441.92 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$232.25 
VHT Vanguard Health Care ETF
-0.07%
-$786.31 
IVV iShares Core S&P 500 ETF
-0.06%
-$339.48 
RSSL Global X Russell 2000 ETF
-0.06%
-$278.58 
TMHC Taylor Morrison Home Corporation
-0.03%
-$479.22 
EME EMCOR Group, Inc.
-0.01%
-$143.28 
PRU Prudential Financial, Inc.
-0.01%
-$30.58 Events
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Dividends
Dividend Analysis
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No Data
| Trades 790 | Longs Won 550/790 69% | Profit Factor 9.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $456,483.94 |
| Average Win $141,483.54 | Best Trade (Oct 14) $9.24M | Sharpe Ratio -13.29 |
| Average Loss -$33,625.59 | Worst Trade (Oct 16) -$1.03M | Z-Score 14.17 (100%) |
| Commissions $0 | Avg. Trade Length 10m | Expectancy $88,290.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,752 | $5.04M | $6.82M | - | $1.78M | 35.29% | +0.901% |
| ABBV AbbVie Inc. | 13,222 | $2.58M | $3.77M | - | $1.19M | 46.3% | +0.723% |
| AEP American Electric Power Company, Inc. | 3,047 | $334,792.38 | $384,830.92 | - | $50,038.54 | 14.95% | +1.616% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 101,142 | $2.56M | $2.55M | - | -$11,569.04 | -0.45% | +0.239% |
| AIQ Global X Artificial Intelligence & Technology ETF | 7,089 | $373,224.65 | $448,521.03 | - | $75,296.38 | 20.17% | -1.279% |
| ALL Allstate Corporation | 4,992 | $964,909.33 | $1.21M | - | $245,251.31 | 25.42% | +1.177% |
| AMAT Applied Materials, Inc. | 530 | $383,190 | $223,951.5 | - | -$159,238.5 | -41.56% | -1.735% |
| AMD Advanced Micro Devices, Inc. | 4,091 | $743,372.35 | $2.23M | - | $1.49M | 200.2% | -2.976% |
| AMGN Amgen Inc. | 4,743 | $1.34M | $2.07M | - | $728,542.39 | 54.34% | +0.514% |
| AMZN Amazon.com Inc | 12,996 | $2.86M | $3.3M | - | $430,549.14 | 15.03% | -0.471% |
| ANET Arista Networks, Inc. | 18,523 | $2.22M | $3.38M | - | $1.17M | 52.73% | -1.579% |
| APLD Applied Digital Corporation | 8,967 | $216,131 | $176,022.21 | - | -$40,108.79 | -18.56% | -3.727% |
| ARCC Ares Capital Corporation | 171,613 | $3.67M | $3.25M | - | -$421,121.71 | -11.47% | +0.132% |
| ASML ASML Holding N.V. New York Registry Shares | 928 | $990,224.6 | $1.56M | - | $568,546.28 | 57.42% | +1.344% |
| AVGO Broadcom Inc. | 31,375 | $7.83M | $10.6M | - | $2.77M | 35.37% | -1.849% |
| BAC Bank of America Corporation | 68,933 | $3.13M | $3.6M | - | $472,355.71 | 15.09% | +1.064% |
| BG Bunge Global S.A. | 2,260 | $285,936.76 | $243,243.8 | - | -$42,692.96 | -14.93% | +0.579% |
| BHLB Berkshire Hills Bancorp Inc | 7,574 | $227,319.48 | $227,213.81 | - | -$105.67 | -0.05% | -1.483% |
| BKR Baker Hughes Company | 6,391 | $375,663.2 | $355,723.06 | - | -$19,940.14 | -5.31% | +2.316% |
| BMY Bristol-Myers Squibb Company | 19,000 | $1.08M | $1.15M | - | $75,835.44 | 7.04% | +0.223% |
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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 Byron Gustus?
The largest contributions to the portfolio's profits come from the following stocks: Ares Capital Corporation - $501,011.63, NVIDIA Corporation - $313,526.41, AT&T Inc - $307,301.76, Verizon Communications Inc - $287,489.4, and Chevron Corporation - $283,435.59. 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 - $120,306.31, 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 $4.93M earned over time. The largest contributors to dividend income include Ares Capital Corporation - $500,788.32, AT&T Inc - $294,184.34, Verizon Communications Inc - $268,619.64, Chevron Corporation - $250,565.81, and Enterprise Products Partners L.P - $244,366.27. 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.
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