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:
52.85%
Gain -2.12%
Monthly
0.69%
Yearly
8.67%
Drawdown
18.97%
$166.34M
Equity
Holdings
$166.34M
Investment
$124.03M
$39.34M
Profit -$2.61M
Realized
-$2.97M
Unrealized
$42.31M
Dividends
$7.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.12%
Profit
-$2.61M
Win %
74%
This Week
Compared To Last Week
Gain
-2.12%
Profit
-$3.59M
Win %
74%
This Month
Compared to last month
Gain
-0.58%
Profit
-$966,730.53
Win %
74%
This Year
Compared to last year
Gain
6.93%
Profit
$10.77M
Win %
73%
BPRE
+10.73%
+$22.76 
CRK Comstock Resources Inc.
+5.57%
+$56,981.48 
T AT&T Inc.
+3.5%
+$9,582.3 
TPL Texas Pacific Land Corporation
+3.39%
+$38,951.55 
IR Ingersoll Rand Inc.
+3.26%
+$10,560 
SRE Sempra
+2.72%
+$13,776 
LHX L3Harris Technologies, Inc.
+2.68%
+$10,668.41 
AVGO Broadcom Inc.
+2.67%
+$28,929.86 
NOC Northrop Grumman Corporation
+2.54%
+$29,162.59 
NVDA NVIDIA Corporation
+2.3%
+$74,035.33 
VPU Vanguard Utilities ETF
+2.16%
+$11,065.79 
SO The Southern Company
+2.08%
+$11,378.25 
ED Consolidated Edison, Inc.
+2.08%
+$15,727.44 
JNJ Johnson & Johnson
+2%
+$31,741.46 
XOM Exxon Mobil Corporation
+1.81%
+$26,827.24 
MDLZ Mondelez International, Inc.
+1.67%
+$6,401 
AMT American Tower Corporation
+1.63%
+$17,627.34 
MAS Masco Corporation
+1.55%
+$6,188 
AMD Advanced Micro Devices, Inc.
+1.45%
+$24,916.63 
CL Colgate-Palmolive Company
+1.25%
+$5,424 
COP ConocoPhillips
+1.1%
+$5,131.62 
STZ Constellation Brands, Inc.
+1.09%
+$9,171.78 
ETN Eaton Corporation plc
+0.98%
+$3,247.19 
VNOM Viper Energy Inc. Class A Common Stock
+0.91%
+$1,964.72 
JPM JPMorgan Chase & Co.
+0.86%
+$15,072.79 
NDAQ Nasdaq, Inc.
+0.73%
+$2,310 
ITW Illinois Tool Works Inc.
+0.71%
+$6,976.28 
RTX RTX Corporation
+0.62%
+$1,934.79 
KO The Coca-Cola Company
+0.28%
+$2,192.82 
YUM Yum! Brands, Inc.
+0.27%
+$2,624 
BRK-A Berkshire Hathaway Inc.
+0.1%
+$733.1 
DHR Danaher Corporation
+0.07%
+$707.75 
LYV Live Nation Entertainment, Inc.
+0.05%
+$306 
CSCO Cisco Systems, Inc.
+0.03%
+$384.84 
QLC FlexShares US Quality Large Cap Fund
+0.01%
+$33.8 
TGT Target Corporation
+0.01%
+$93.52 
PG Procter & Gamble Co
+0.01%
+$152.3 
MRK Merck & Co., Inc.
+0.01%
+$73.97 
AKRE Akre Focus ETF
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ATLX Atlas Lithium Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BN Brookfield Corporation
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CVX Chevron Corporation
0%
-$0.04 
DE Deere & Company
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
+$0.01 
ECL Ecolab Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FICO Fair Isaac Corporation
0%
+$0.02 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
HEI Heico Corporation
0%
+$0.01 
HON Honeywell International Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JOE The St. Joe Company
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.03 
MEAR iShares Short Maturity Bond ETF
0%
$0 
MKL Markel Group Inc.
0%
$0 
MMM 3M Company
0%
+$0.04 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NOW ServiceNow, Inc.
0%
+$0.01 
O Realty Income Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
ROKU Roku, Inc.
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VG Venture Global Inc.
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XMPT VanEck CEF Municipal Income ETF
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
PLTR Palantir Technologies Inc.
-6.1%
-$26,697 
CRM Salesforce Inc
-4.15%
-$8,147.24 
META Meta Platforms Inc Class A
-2.58%
-$9,601.28 
COF Capital One Financial Corporation
-2.36%
-$14,580 
VRSK Verisk Analytics Inc.
-1.52%
-$3,564 
GOOGL Alphabet Inc
-1.46%
-$73,597.55 
AZO AutoZone Inc.
-1.35%
-$12,174.01 
VRSN Verisign Inc.
-1.34%
-$9,508.73 
TMP Tompkins Financial Corporation
-1.31%
-$3,521.6 
MO Altria Group, Inc.
-1.12%
-$8,176.22 
AMZN Amazon.com Inc
-1.09%
-$72,732.6 
PAYX Paychex Inc.
-1.09%
-$8,081.28 
LLY Eli Lilly and Company
-1.05%
-$28,520.07 
IBKR Interactive Brokers Group Inc.
-0.97%
-$16,843.36 
TDG TransDigm Group Inc.
-0.9%
-$9,840.47 
BKNG Booking Holdings Inc.
-0.86%
-$9,162.94 
XYL Xylem Inc.
-0.73%
-$4,128 
V Visa Inc. Class A
-0.68%
-$16,384.87 
AAPL Apple Inc.
-0.56%
-$85,220.25 
PSX Phillips 66
-0.41%
-$2,032.18 
MCO Moody's Corporation
-0.22%
-$1,296.83 
COST Costco Wholesale Corporation
-0.21%
-$3,552.54 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$2,662.25 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$1,017.94 
NSC Norfolk Southern Corporation
-0.11%
-$275.39 
NEAR iShares Short Maturity Bond ETF
-0.08%
-$379.4 
CAT Caterpillar Inc.
-0.07%
-$4,475.26 
HD The Home Depot, Inc.
-0.04%
-$823.4 
MIRA Mira Pharmaceuticals Inc.
-0.03%
-$107.82 
AFL Aflac Inc.
-0.01%
-$62 
GVIP Goldman Sachs Hedge Industry VIP ETF
0%
-$31.35 Events
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Dividends
Dividend Analysis
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| Trades 1145 | Longs Won 673/1145 58% | Profit Factor 2.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $334,304.84 |
| Average Win $97,527.94 | Best Trade (Jul 23) $4.81M | Sharpe Ratio -71.26 |
| Average Loss -$55,704.18 | Worst Trade (Jul 24) -$3.5M | Z-Score 5.84 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2d | Expectancy $34,361.49 |
| 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 | 2,985 | 2,687 | 2,388 | 2,090 | 1,791 | 1,493 | 1,194 | 896 | 597 | 299 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $320,277.03, Eli Lilly and Company - $273,672.13, 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 - $2.97M, Blackstone Inc - $1.31M, 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 $7.99M earned over time. The largest contributors to dividend income include Blackstone Inc - $809,505.19, Comstock Resources Inc - $313,269.14, The Home Depot, Inc - $220,538.85, Apple Inc - $219,093.45, and Altria Group, Inc - $209,336.48. 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.
