Nancy Kay Portfolio
Invests via Cross Staff Investments Inc. | Managed by Nancy Kay
Invests via Cross Staff Investments Inc.
Managed by Nancy Kay
Automatically Tracked
Nancy Kay Profile
Nancy Kay is a seasoned entrepreneur and executive known for her impactful contributions to technology startups. With a career characterized by the successful launch and scaling of innovative solutions, she has been at the forefront of transforming industry practices through disruptive advancements. Her extensive experience includes not only founding tech-driven enterprises but also advising emerging companies on strategic growth initiatives. As an influential figure within entrepreneurial ecosystems, she is adept at fostering partnerships that accelerate product development and market penetration. Nancy’s leadership in nurturing talent and pioneering technological innovation underlines her significant role in shaping future business landscapes.
Nancy Kay is a seasoned entrepreneur and executive known for her impactful contributions to technology startups. With a career characterized by the successful launch and scaling of innovative solutions, she has been at the forefront of transforming industry practices through disruptive advancements. Her extensive experience includes not only founding tech-driven enterprises but also advising emerging companies on strategic growth initiatives. As an influential figure within entrepreneurial ecosystems, she is adept at fostering partnerships that accelerate product development and market penetration. Nancy’s leadership in nurturing talent and pioneering technological innovation underlines her significant role in shaping future business landscapes.
Investment Philosophy & Strategy
Growth opportunities in technology sectors often reveal pathways for substantial impact. Nancy Kay emphasizes innovation as a cornerstone of her strategic initiatives, leveraging extensive entrepreneurial insights to drive transformation within startups. Her approach prioritizes scalable business models that capitalize on disruptive advancements while enhancing competitive positioning. By cultivating talent and fostering collaboration, she identifies potential synergies that can propel market penetration effectively. With a focus on long-term industry evolution, her strategies align with emerging trends to capture value across diverse technological landscapes.
Growth opportunities in technology sectors often reveal pathways for substantial impact. Nancy Kay emphasizes innovation as a cornerstone of her strategic initiatives, leveraging extensive entrepreneurial insights to drive transformation within startups. Her approach prioritizes scalable business models that capitalize on disruptive advancements while enhancing competitive positioning. By cultivating talent and fostering collaboration, she identifies potential synergies that can propel market penetration effectively. With a focus on long-term industry evolution, her strategies align with emerging trends to capture value across diverse technological landscapes.
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:
55.49%
Gain -0.78%
Monthly
0.72%
Yearly
9.01%
Drawdown
19.02%
$170.78M
Equity
Holdings
$170.78M
Investment
$125.2M
$42.47M
Profit -$982,964.31
Realized
-$3.1M
Unrealized
$45.57M
Dividends
$8.19M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.78%
Profit
-$982,964.31
Win %
78%
This Week
Compared To Last Week
Gain
-1.87%
Profit
-$3.25M
Win %
78%
This Month
Compared to last month
Gain
-2.37%
Profit
-$4.14M
Win %
78%
This Year
Compared to last year
Gain
1.43%
Profit
$2.4M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$971,922.77 
ETN Eaton Corporation plc
+7.32%
+$23,214.2 
GOOG Alphabet Inc
+6.88%
+$243,068.54 
GOOGL Alphabet Inc
+6.73%
+$307,546.89 
CRK Comstock Resources Inc.
+4.41%
+$43,009.12 
YUMC Yum China Holdings Inc.
+3.68%
+$11,217.6 
META Meta Platforms Inc Class A
+3.28%
+$10,201.35 
MSFT Microsoft Corp.
+3.02%
+$133,026.44 
NVDA NVIDIA Corporation
+2.93%
+$88,670.7 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$5,545.3 
CVX Chevron Corporation
+2.35%
+$24,014.76 
ORLY O'Reilly Automotive Inc.
+2.28%
+$11,940 
GLW Corning Incorporated
+2.24%
+$4,520.76 
DVN Devon Energy Corporation
+2.17%
+$6,144 
CSCO Cisco Systems, Inc.
+2.14%
+$30,246.21 
LNG Cheniere Energy Inc.
+2.13%
+$65,034.67 
TPL Texas Pacific Land Corporation
+2.11%
+$22,874.15 
LHX L3Harris Technologies, Inc.
+1.9%
+$7,389.13 
IONQ IonQ, Inc.
+1.87%
+$3,919.5 
FLEX Flex Ltd.
+1.64%
+$5,520 
VZ Verizon Communications Inc.
+1.52%
+$6,105.4 
NOC Northrop Grumman Corporation
+1.43%
+$17,129.35 
COP ConocoPhillips
+1.22%
+$5,768.1 
VRSN Verisign Inc.
+1.2%
+$9,191.68 
BN Brookfield Corporation
+1.19%
+$5,467.51 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,872 
ITW Illinois Tool Works Inc.
+1.15%
+$11,687 
SANM Sanmina Corporation
+1.13%
+$2,080 
VG Venture Global Inc.
+1.06%
+$1,400 
NOW ServiceNow, Inc.
+1.05%
+$4,698 
IBM International Business Machines Corporation
+0.86%
+$10,948.01 
ATLX Atlas Lithium Inc.
+0.73%
+$11,174.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,887.22 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,518.29 
CAT Caterpillar Inc.
+0.7%
+$38,448.2 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,857.5 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$5,362.57 
PLTR Palantir Technologies Inc.
+0.65%
+$2,639.99 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$15,293.86 
HEI Heico Corporation
+0.62%
+$2,189.98 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$21,873.05 
MO Altria Group, Inc.
+0.57%
+$3,865.29 
QLC FlexShares US Quality Large Cap Fund
+0.57%
+$1,326 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,262.32 
PSX Phillips 66
+0.51%
+$2,551.99 
TMP Tompkins Financial Corporation
+0.47%
+$1,334.8 
NSC Norfolk Southern Corporation
+0.46%
+$1,185.77 
KKR KKR & Co. Inc.
+0.45%
+$7,517.7 
PAYX Paychex Inc.
+0.44%
+$3,238.5 
PFE Pfizer Inc.
+0.4%
+$1,326.3 
RTX RTX Corporation
+0.39%
+$1,343.16 
AVGO Broadcom Inc.
+0.37%
+$3,572.64 
PG Procter & Gamble Co
+0.37%
+$3,538.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$30,784.86 
TDG TransDigm Group Inc.
+0.36%
+$4,076.61 
AZO AutoZone Inc.
+0.32%
+$2,903.98 
MRK Merck & Co., Inc.
+0.32%
+$3,032.84 
JPM JPMorgan Chase & Co.
+0.27%
+$4,778.96 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$6,055.97 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,246.92 
SO The Southern Company
+0.21%
+$1,167 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$2,902.81 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,301.58 
T AT&T Inc.
+0.17%
+$505.44 
MS Morgan Stanley
+0.17%
+$356.76 
CB Chubb Limited
+0.15%
+$1,403.97 
XYL Xylem Inc.
+0.13%
+$720 
MMM 3M Company
+0.12%
+$816.45 
ISRG Intuitive Surgical, Inc.
+0.1%
+$336.95 
AFL Aflac Inc.
+0.09%
+$744 
WMT Walmart Inc.
+0.09%
+$723.61 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$73.94 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BPRE
BPRE
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.13M 
MU Micron Technology, Inc.
-5.9%
-$29,274.18 
LYV Live Nation Entertainment, Inc.
-5.14%
-$32,062 
SNDK SanDisk Corporation
-5.09%
-$13,677.3 
MIRA Mira Pharmaceuticals Inc.
-2.94%
-$8,625.62 
IBKR Interactive Brokers Group Inc.
-2.75%
-$45,594.39 
VRSK Verisk Analytics Inc.
-2.75%
-$6,600 
YUM Yum! Brands, Inc.
-2.37%
-$24,403.2 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,383.51 
AMD Advanced Micro Devices, Inc.
-1.9%
-$29,143.02 
FICO Fair Isaac Corporation
-1.45%
-$9,444.94 
JOE The St. Joe Company
-1.32%
-$3,237 
DJCO Daily Journal Corporation
-1.26%
-$3,000 
MDLZ Mondelez International, Inc.
-1.22%
-$4,864.1 
SRE Sempra
-1.15%
-$5,768 
DE Deere & Company
-1.13%
-$20,909.97 
IR Ingersoll Rand Inc.
-1.11%
-$3,760 
NDAQ Nasdaq, Inc.
-1.02%
-$3,395 
KO The Coca-Cola Company
-1.02%
-$8,685 
XOM Exxon Mobil Corporation
-0.97%
-$14,980.23 
MAS Masco Corporation
-0.87%
-$3,276 
O Realty Income Corporation
-0.87%
-$2,960.16 
MCO Moody's Corporation
-0.81%
-$4,706.45 
ED Consolidated Edison, Inc.
-0.74%
-$5,182.38 
MA Mastercard Incorporated
-0.74%
-$13,349.26 
VPU Vanguard Utilities ETF
-0.71%
-$3,591.76 
DUK Duke Energy Corporation
-0.67%
-$4,944.24 
BRO Brown & Brown Inc.
-0.66%
-$5,678.07 
GVIP Goldman Sachs Hedge Industry VIP ETF
-0.64%
-$8,531.78 
AMGN Amgen Inc.
-0.64%
-$1,552.49 
AMT American Tower Corporation
-0.63%
-$7,069.76 
PM Philip Morris International Inc.
-0.61%
-$5,805.55 
ECL Ecolab Inc.
-0.61%
-$1,710 
DHR Danaher Corporation
-0.61%
-$6,481.93 
COF Capital One Financial Corporation
-0.54%
-$3,390.02 
LLY Eli Lilly and Company
-0.53%
-$14,099 
ALL Allstate Corporation
-0.49%
-$1,950.02 
PEP PepsiCo, Inc.
-0.46%
-$4,467.2 
HD The Home Depot, Inc.
-0.42%
-$7,139.14 
XMPT VanEck CEF Municipal Income ETF
-0.42%
-$2,700 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,270.75 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$969.21 
CL Colgate-Palmolive Company
-0.33%
-$1,440 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,098.24 
BX Blackstone Inc.
-0.25%
-$11,793.22 
COST Costco Wholesale Corporation
-0.24%
-$4,240.74 
MKL Markel Group Inc.
-0.2%
-$1,337.02 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$700.5 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,670.98 
BKNG Booking Holdings Inc.
-0.18%
-$2,023.12 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$910.01 
STZ Constellation Brands, Inc.
-0.12%
-$963.3 
AKRE Akre Focus ETF
-0.09%
-$14,532.3 
ROKU Roku, Inc.
-0.06%
-$240 
V Visa Inc. Class A
-0.04%
-$939.47 
TGT Target Corporation
-0.01%
-$94.92 Events
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Dividends
Dividend Analysis
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| Trades 1210 | Longs Won 744/1210 61% | Profit Factor 2.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,496.68 |
| Average Win $92,092.42 | Best Trade (Sep 04) $4.87M | Sharpe Ratio -10.89 |
| Average Loss -$55,628.51 | Worst Trade (Sep 10) -$2.42M | Z-Score 10.84 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2w 1d | Expectancy $35,098.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,067 | 2,761 | 2,454 | 2,147 | 1,840 | 1,534 | 1,227 | 920 | 613 | 307 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 46,262 | $7.26M | $14.29M | - | $7.03M | 96.87% | -7.354% |
| AFL Aflac Inc. | 6,200 | $360,809.12 | $790,376 | - | $429,566.88 | 119.06% | +0.094% |
| AKRE Akre Focus ETF | 290,646 | $19.01M | $16.71M | - | -$2.3M | -12.11% | -0.087% |
| ALL Allstate Corporation | 1,500 | $209,970 | $396,119.98 | - | $186,149.98 | 88.66% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 3,154 | $411,122.1 | $1.5M | - | $1.09M | 265.29% | -1.904% |
| AMGN Amgen Inc. | 626 | $204,896.06 | $241,110.16 | - | $36,214.1 | 17.67% | -0.64% |
| AMT American Tower Corporation | 6,427 | $1.5M | $1.11M | - | -$389,458.84 | -25.9% | -0.631% |
| AMZN Amazon.com Inc | 26,938 | $4.28M | $7.32M | - | $3.04M | 70.91% | +15.321% |
| APP AppLovin Corporation Class A Common Stock | 550 | $218,900 | $217,744.99 | - | -$1,155.01 | -0.53% | -1.973% |
| ATLX Atlas Lithium Inc. | 558,718 | $5.99M | $1.53M | - | -$4.46M | -74.46% | +0.735% |
| AVGO Broadcom Inc. | 2,481 | $622,512.52 | $965,803.68 | - | $343,291.16 | 55.15% | +0.371% |
| AZO AutoZone Inc. | 300 | $651,842.5 | $904,875 | - | $253,032.5 | 38.82% | +0.322% |
| BKNG Booking Holdings Inc. | 5,950 | $571,021.5 | $1.15M | - | $576,733.44 | 101% | -0.176% |
| BMY Bristol-Myers Squibb Company | 6,350 | $395,672.41 | $414,718.5 | - | $19,046.09 | 4.81% | +0.694% |
| BN Brookfield Corporation | 10,935 | $229,306.95 | $465,065.55 | - | $235,758.6 | 102.81% | +1.19% |
| BPRE BPRE | 13,498 | $202.47 | $202.47 | - | - | - | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,441.6 | $766,600 | - | -$31,841.6 | -3.99% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 16,551 | $5.06M | $8.47M | - | $3.4M | 67.22% | +0.365% |
| BRO Brown & Brown Inc. | 12,081 | $832,775.81 | $850,502.4 | - | $17,726.59 | 2.13% | -0.663% |
| BX Blackstone Inc. | 36,853 | $4.02M | $4.71M | - | $688,424.53 | 17.13% | -0.25% |
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FAQ
Which stocks have generated the highest profits for Nancy Kay?
The largest contributions to the portfolio's profits come from the following stocks: Comstock Resources Inc - $4.77M, Interactive Brokers Group Inc - $2.41M, Caterpillar Inc - $331,330.06, Eli Lilly and Company - $277,651.13, and Texas Pacific Land Corporation - $267,301.43. 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: Apple Inc - $2.96M, Blackstone Inc - $1.26M, Advanced Micro Devices, Inc - $425,387.01, Adobe Inc - $401,637.07, and Amazon.com Inc - $383,934.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nancy Kay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.19M earned over time. The largest contributors to dividend income include Blackstone Inc - $857,045.56, Comstock Resources Inc - $313,269.14, Apple Inc - $231,584.19, The Home Depot, Inc - $220,538.85, and Altria Group, Inc - $200,532.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nancy Kay's monthly returns?
Nancy Kay'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 Nancy Kay's strategy be considered aggressive or moderate?
Nancy Kay's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Nancy Kay's strategy?
Nancy Kay'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.
