NK
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:
35.99%
Gain +0.68%
Monthly
0.37%
Yearly
4.56%
Drawdown
14.15%
$165.56M
Equity
Holdings
$165.56M
Investment
$123.91M
$38.84M
Profit +$1.33M
Realized
-$2.81M
Unrealized
$41.65M
Dividends
$7.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.68%
Profit
$1.33M
Win %
74%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$1.73M
Win %
74%
This Month
Compared to last month
Gain
-1.46%
Profit
-$2.46M
Win %
74%
This Year
Compared to last year
Gain
-1.99%
Profit
-$3M
Win %
73%
AMD Advanced Micro Devices, Inc.
+8.09%
+$115,436.43 
HON Honeywell International Inc.
+6.38%
+$42,074.28 
HEI Heico Corporation
+5.57%
+$17,885 
GLW Corning Incorporated
+5.25%
+$13,159.44 
ETN Eaton Corporation plc
+5.14%
+$15,813.71 
ATLX Atlas Lithium Inc.
+5%
+$94,982.06 
CAT Caterpillar Inc.
+4.92%
+$285,751.54 
AMGN Amgen Inc.
+4.91%
+$10,379.07 
MAS Masco Corporation
+4.08%
+$15,028 
IBKR Interactive Brokers Group Inc.
+3.98%
+$62,247.2 
IR Ingersoll Rand Inc.
+3.87%
+$10,920 
TDG TransDigm Group Inc.
+3.83%
+$42,344.17 
RTX RTX Corporation
+3.76%
+$10,673.33 
AVGO Broadcom Inc.
+3.54%
+$36,983.05 
TGT Target Corporation
+3.51%
+$21,018.62 
SCHA Schwab U.S. Small-Cap ETF
+3.45%
+$11,240.1 
GVIP Goldman Sachs Hedge Industry VIP ETF
+3.28%
+$43,460.93 
LHX L3Harris Technologies, Inc.
+2.87%
+$12,458.4 
ECL Ecolab Inc.
+2.77%
+$7,110.01 
CSCO Cisco Systems, Inc.
+2.56%
+$38,997.12 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.53%
+$11,523.52 
HD The Home Depot, Inc.
+2.5%
+$43,747.28 
COF Capital One Financial Corporation
+2.49%
+$13,260 
DFAS Dimensional U.S. Small Cap ETF
+2.44%
+$12,350 
BMY Bristol-Myers Squibb Company
+2.41%
+$8,313.36 
ROKU Roku, Inc.
+2.37%
+$8,310 
NVDA NVIDIA Corporation
+2.33%
+$72,405.46 
PFE Pfizer Inc.
+2.29%
+$7,568.15 
LLY Eli Lilly and Company
+2.27%
+$59,271 
BKNG Booking Holdings Inc.
+1.96%
+$18,742.5 
DFUV Dimensional US Marketwide Value ETF
+1.95%
+$10,806.64 
DFUS Dimensional U.S. Equity Market ETF
+1.93%
+$14,651.28 
SCHB Schwab U.S. Broad Market ETF
+1.91%
+$66,628.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$30,982.46 
BX Blackstone Inc.
+1.87%
+$82,199.94 
QLC FlexShares US Quality Large Cap Fund
+1.84%
+$4,160 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$15,280.21 
SCHX Schwab U.S. Large-Cap ETF
+1.78%
+$40,643.43 
VOO Vanguard S&P 500 ETF
+1.77%
+$27,399.23 
NOC Northrop Grumman Corporation
+1.74%
+$21,215.23 
YUM Yum! Brands, Inc.
+1.73%
+$17,187.19 
ITW Illinois Tool Works Inc.
+1.73%
+$15,588.66 
XYL Xylem Inc.
+1.73%
+$8,880 
DE Deere & Company
+1.62%
+$27,859.54 
AMZN Amazon.com Inc
+1.54%
+$98,593.08 
JPM JPMorgan Chase & Co.
+1.53%
+$23,924.29 
MRK Merck & Co., Inc.
+1.44%
+$12,648.9 
AAPL Apple Inc.
+1.41%
+$189,327.61 
VIG Vanguard Dividend Appreciation ETF
+1.28%
+$2,961.08 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$29,014.5 
IBM International Business Machines Corporation
+1.05%
+$16,316.36 
MMM 3M Company
+0.99%
+$6,045.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$5,647.75 
SDY SPDR S&P Dividend ETF
+0.88%
+$3,282.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.77%
+$6,385.68 
GOOG Alphabet Inc
+0.76%
+$29,901.93 
BN Brookfield Corporation
+0.75%
+$3,663.22 
PLTR Palantir Technologies Inc.
+0.71%
+$3,068.97 
TMP Tompkins Financial Corporation
+0.64%
+$1,647.2 
MKL Markel Group Inc.
+0.55%
+$3,496.52 
STZ Constellation Brands, Inc.
+0.53%
+$4,876.55 
SRE Sempra
+0.48%
+$2,436 
NSC Norfolk Southern Corporation
+0.47%
+$1,109.26 
JOE The St. Joe Company
+0.43%
+$1,092 
XMPT VanEck CEF Municipal Income ETF
+0.41%
+$2,700 
VZ Verizon Communications Inc.
+0.41%
+$1,617.28 
GOOGL Alphabet Inc
+0.35%
+$18,181.25 
KKR KKR & Co. Inc.
+0.28%
+$4,556.57 
ISRG Intuitive Surgical, Inc.
+0.28%
+$1,067.05 
NEAR iShares Short Maturity Bond ETF
+0.15%
+$711.37 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$986 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$9,518.38 
NDAQ Nasdaq, Inc.
+0.1%
+$297.5 
VPU Vanguard Utilities ETF
+0.09%
+$435.76 
ENB Enbridge Inc.
+0.07%
+$210.56 
MEAR iShares Short Maturity Bond ETF
+0.05%
+$200 
JNJ Johnson & Johnson
+0.05%
+$695.47 
BPRE
0%
$0 
LYV
0%
$0 
VG
0%
$0 
DVN Devon Energy Corporation
-4.18%
-$12,480 
COP ConocoPhillips
-3.7%
-$17,662.32 
VRSN Verisign Inc.
-2.94%
-$22,623.36 
APP AppLovin Corporation Class A Common Stock
-2.88%
-$7,812.76 
NOW ServiceNow, Inc.
-2.78%
-$11,947.49 
XOM Exxon Mobil Corporation
-2.71%
-$39,996.24 
FICO Fair Isaac Corporation
-2.65%
-$18,450.91 
VNOM Viper Energy Inc. Class A Common Stock
-2.49%
-$5,343.08 
MO Altria Group, Inc.
-2.3%
-$16,751.28 
CRM Salesforce Inc
-2.24%
-$4,425.59 
CVX Chevron Corporation
-2.08%
-$20,933.22 
MCO Moody's Corporation
-2.07%
-$11,295.84 
PSX Phillips 66
-1.95%
-$8,376.83 
MSFT Microsoft Corp.
-1.81%
-$70,088.02 
ALL Allstate Corporation
-1.77%
-$5,932.5 
CRK Comstock Resources Inc.
-1.76%
-$18,095.47 
PAYX Paychex Inc.
-1.71%
-$11,459.51 
TPL Texas Pacific Land Corporation
-1.59%
-$16,332.75 
MIRA Mira Pharmaceuticals Inc.
-1.55%
-$5,462.9 
AMT American Tower Corporation
-1.48%
-$18,749.68 
DHR Danaher Corporation
-1.32%
-$13,228.92 
MDLZ Mondelez International, Inc.
-1.24%
-$5,088.8 
KO The Coca-Cola Company
-1.16%
-$9,247.98 
V Visa Inc. Class A
-1.13%
-$24,918.48 
AKRE Akre Focus ETF
-1.12%
-$180,999.7 
PM Philip Morris International Inc.
-1.1%
-$10,083.84 
LNG Cheniere Energy Inc.
-0.94%
-$26,107.27 
CB Chubb Limited
-0.85%
-$7,443.66 
ED Consolidated Edison, Inc.
-0.81%
-$6,001.26 
COST Costco Wholesale Corporation
-0.75%
-$13,726.8 
AZO AutoZone Inc.
-0.75%
-$6,963.01 
DUK Duke Energy Corporation
-0.74%
-$5,933.09 
BP BP p.l.c. Sponsored ADR
-0.7%
-$1,296.3 
SO The Southern Company
-0.7%
-$3,821.91 
AFL Aflac Inc.
-0.68%
-$4,898 
YUMC Yum China Holdings Inc.
-0.59%
-$1,705.6 
MA Mastercard Incorporated
-0.5%
-$7,627.73 
CL Colgate-Palmolive Company
-0.49%
-$2,136 
T AT&T Inc.
-0.49%
-$1,412.78 
PG Procter & Gamble Co
-0.4%
-$4,571.42 
META Meta Platforms Inc Class A
-0.4%
-$1,321.32 
BRO Brown & Brown Inc.
-0.4%
-$2,899.44 
PEP PepsiCo, Inc.
-0.37%
-$3,769.27 
ORLY O'Reilly Automotive Inc.
-0.35%
-$1,890 
VRSK Verisk Analytics Inc.
-0.33%
-$732 
O Realty Income Corporation
-0.18%
-$586.41 
WMT Walmart Inc.
-0.12%
-$1,049.08 
SPLV Invesco S&P 500 Low Volatility ETF
-0.1%
-$307.72 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1145 | Longs Won 671/1145 58% | Profit Factor 2.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $321,208.18 |
| Average Win $95,275.03 | Best Trade (Jun 10) $4.65M | Sharpe Ratio -9.91 |
| Average Loss -$52,940.63 | Worst Trade (Jun 11) -$3.24M | Z-Score 8.16 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 3d | Expectancy $33,917.63 |
| 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 | 3,125 | 2,813 | 2,500 | 2,187 | 1,875 | 1,562 | 1,250 | 937 | 625 | 313 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
