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:
72.92%
Gain -0.02%
Monthly
0.74%
Yearly
9.24%
Drawdown
18.96%
$173.48M
Equity
Holdings
$173.48M
Investment
$126.7M
$44.9M
Profit -$58,004.51
Realized
-$1.88M
Unrealized
$46.78M
Dividends
$8.42M
Goals
Avg. 85% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$58,004.51
Win %
79%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$58,004.51
Win %
79%
This Month
Compared to last month
Gain
3.69%
Profit
$6.18M
Win %
79%
This Year
Compared to last year
Gain
3.5%
Profit
$5.86M
Win %
77%
SANM Sanmina Corporation
+4.64%
+$7,220 
MU Micron Technology Inc.
+3.68%
+$18,297.1 
HEI HEICO Corporation
+3.62%
+$10,760.01 
CSCO Cisco Systems, Inc.
+3.45%
+$45,177.7 
RTX RTX Corporation
+2.97%
+$8,539.03 
GLW Corning Incorporated
+2.96%
+$5,460.72 
HONA Honeywell Aerospace Inc.
+2.88%
+$7,520 
MRVL Marvell Technology Inc.
+2.71%
+$8,060.01 
AMD Advanced Micro Devices Inc.
+2.64%
+$43,020.62 
DJCO Daily Journal Corp.
+2.58%
+$6,128 
AVGO Broadcom Inc.
+2.55%
+$21,236.7 
FLEX Flex Ltd.
+2.44%
+$5,603.1 
NVDA NVIDIA Corporation
+2.41%
+$78,813.41 
VRSN VeriSign, Inc.
+2.34%
+$18,810.85 
CRK Comstock Resources, Inc.
+2.33%
+$25,278.66 
SNDK Sandisk Corp.
+2.22%
+$11,275 
PSX Phillips 66
+2.17%
+$14,544.29 
IR Ingersoll Rand Inc.
+2.16%
+$6,360 
ETN Eaton Corporation plc
+2.09%
+$6,273 
JOE The St. Joe Company
+1.82%
+$4,798.23 
PM Philip Morris International Inc.
+1.78%
+$17,111 
TMP Tompkins Financial Corporation
+1.72%
+$4,955.8 
NOC Northrop Grumman Corporation
+1.52%
+$18,768.2 
TDG TransDigm Group Inc.
+1.37%
+$14,612.81 
LHX L3Harris Technologies, Inc.
+1.33%
+$4,854.48 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
+1.25%
+$18,193 
NDAQ Nasdaq, Inc. Common Stock
+1.2%
+$4,322.5 
MSFT Microsoft Corporation Common Stock
+1.15%
+$58,563.9 
CAT Caterpillar Inc.
+1.07%
+$48,561.28 
ALL The Allstate Corporation
+1.04%
+$3,960 
XMPT VanEck CEF Municipal Income ETF
+1.02%
+$6,000 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.02%
+$7,619 
JPM JPMorgan Chase & Co.
+0.95%
+$16,014.65 
ORLY O'Reilly Automotive Inc.
+0.93%
+$5,040 
SPCX Space Exploration Technologies Corp. Class A
+0.87%
+$2,579.98 
LNG Cheniere Energy Inc.
+0.84%
+$29,807.51 
SCHA Schwab U.S. Small-Cap ETF
+0.83%
+$2,639.52 
COF Capital One Financial Corp.
+0.82%
+$4,950 
SCHX Schwab U.S. Large-Cap ETF
+0.8%
+$20,820.96 
SCHB Schwab U.S. Broad Market ETF
+0.79%
+$29,704.5 
DHR Danaher Corp.
+0.77%
+$9,624.46 
VTI Vanguard Total Stock Market ETF
+0.77%
+$8,190.95 
DFUS Dimensional U.S. Equity Market ETF
+0.77%
+$6,080.76 
SPY State Street SPDR S&P 500 ETF Trust
+0.77%
+$9,304.73 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,707.8 
DFAS Dimensional U.S. Small Cap ETF
+0.71%
+$3,607.5 
CB Chubb Limited
+0.69%
+$6,450.34 
JNJ Johnson & Johnson
+0.66%
+$9,584.75 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$56,348.15 
AMZN Amazon.com Inc
+0.61%
+$40,676.38 
NSC Norfolk Southern Corp.
+0.61%
+$1,530.01 
BRK-A Berkshire Hathaway Inc.
+0.59%
+$4,810.13 
AFL Aflac Incorporated
+0.59%
+$4,402 
QLC FlexShares US Quality Large Cap Index Fund
+0.58%
+$1,352 
GVIP Goldman Sachs Hedge Industry VIP ETF
+0.56%
+$7,710.56 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$2,026.08 
DFUV Dimensional US Marketwide Value ETF
+0.52%
+$3,013.39 
AMGN Amgen Inc. Common Stock
+0.51%
+$1,414.75 
MKL Markel Group Inc.
+0.48%
+$3,665.26 
LLY Eli Lilly and Company
+0.46%
+$13,374.59 
XOM ExxonMobil Holdings Corporation
+0.43%
+$7,483.58 
COP ConocoPhillips
+0.43%
+$2,565.81 
MCO Moody's Corporation
+0.42%
+$2,474.52 
KKR Korro Bio, Inc.
+0.4%
+$6,102.07 
WMT Walmart Inc.
+0.37%
+$3,183.84 
T AT&T Inc.
+0.36%
+$980.77 
BN Brookfield Corporation
+0.34%
+$1,395.68 
DVN Devon Energy Corporation
+0.29%
+$930 
AMT American Tower Corporation
+0.28%
+$3,352.44 
ECL Ecolab Inc.
+0.27%
+$790 
ITW Illinois Tool Works Inc.
+0.23%
+$2,229.52 
SRE Sempra
+0.21%
+$1,008 
SPLV Invesco S&P 500 Low Volatility ETF
+0.15%
+$514.14 
COST Costco Wholesale Corp
+0.08%
+$1,488.78 
VPU Vanguard Utilities ETF
+0.04%
+$214.8 
NEAR iShares Short Duration Bond Active ETF
+0.01%
+$39.69 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
FICO Fair Isaac Corp.
-16.54%
-$76,858.8 
MIRA Mira Pharmaceuticals, Inc.
-11.64%
-$25,912.81 
MRK Merck & Co., Inc.
-3.15%
-$33,878.26 
BRO Brown & Brown Inc.
-3.15%
-$27,786.3 
VZ Verizon Communications Inc.
-2.96%
-$11,497.2 
BKNG Booking Holdings Inc.
-2.75%
-$25,525.5 
PAYX Paychex Inc.
-2.46%
-$17,684.08 
NOW ServiceNow Inc.
-2.16%
-$13,891.54 
TGT Target Corp.
-2.01%
-$14,609.28 
STZ Constellation Brands Inc. Class A
-1.7%
-$15,123.81 
MA Mastercard Inc. Class A Common Stock
-1.66%
-$32,446.02 
AKRE Akre Focus ETF
-1.51%
-$260,955.9 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.45%
-$5,626.77 
VEEV Veeva Systems Inc.
-1.44%
-$4,660.01 
ATLX Atlas Lithium Corporation
-1.29%
-$13,967.95 
DE Deere & Company
-1.24%
-$24,538.56 
CL Colgate-Palmolive Co.
-1.13%
-$5,088 
AAPL Apple Inc.
-1.11%
-$176,194.21 
LYV Live Nation Entertainment, Inc.
-1.02%
-$6,018 
V Visa Inc. Class A
-1.01%
-$27,665.87 
TPL Texas Pacific Land Corporation
-0.97%
-$9,048.1 
MAS Masco Corporation
-0.78%
-$3,068 
PFE Pfizer Inc.
-0.75%
-$3,076.66 
PG The Procter & Gamble Company
-0.73%
-$7,819.89 
IONQ IonQ, Inc.
-0.7%
-$1,947 
MO Altria Group, Inc.
-0.65%
-$4,719.53 
ROKU Roku, Inc. Class A Common Stock
-0.64%
-$3,060 
HD The Home Depot, Inc.
-0.64%
-$10,426.03 
YUM Yum! Brands, Inc.
-0.55%
-$5,444.8 
ISRG Intuitive Surgical Inc.
-0.55%
-$2,321.29 
GOOG Alphabet Inc
-0.51%
-$17,159.04 
ED Consolidated Edison Inc.
-0.49%
-$3,591 
XYL Xylem Inc.
-0.44%
-$2,304 
IBM International Business Machines Corporation
-0.43%
-$6,275.5 
VG Venture Global Inc. Class A
-0.39%
-$550 
BMY Bristol-Myers Squibb Company
-0.39%
-$1,476 
GOOGL Alphabet Inc
-0.39%
-$17,042.67 
PEP PepsiCo, Inc.
-0.35%
-$3,280.6 
CVX Chevron Corporation
-0.34%
-$4,133.86 
MOAT VanEck Morningstar Wide Moat ETF
-0.33%
-$9,666.99 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$2,547.48 
DUK Duke Energy Corporation
-0.31%
-$2,266.11 
MMM 3M Company
-0.29%
-$1,982.92 
AZO AutoZone, Inc.
-0.24%
-$2,304 
SO The Southern Company
-0.19%
-$1,032.3 
BX Blackstone Inc.
-0.18%
-$7,919.94 
KO The Coca-Cola Company
-0.12%
-$1,109.75 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.09%
-$746.35 
VRSK Verisk Analytics, Inc.
-0.08%
-$192 
O Realty Income Corp.
-0.08%
-$237.87 
META Meta Platforms Inc Class A
-0.08%
-$332.22 
SDY State Street SPDR S&P Dividend ETF
-0.01%
-$49.92 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1270 | Longs Won 798/1270 62% | Profit Factor 2.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $312,006.18 |
| Average Win $89,403.69 | Best Trade (Oct 23) $5.27M | Sharpe Ratio -73.6 |
| Average Loss -$56,030.79 | Worst Trade (Oct 26) -$2.33M | Z-Score 13.79 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4w 1d | Expectancy $35,352.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,096 | 2,786 | 2,477 | 2,167 | 1,858 | 1,548 | 1,238 | 929 | 619 | 310 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 45,587 | $7.14M | $15.68M | - | $8.53M | 119.51% | -1.111% |
| AFL Aflac Incorporated | 6,200 | $360,809.12 | $751,564 | - | $390,754.88 | 108.3% | +0.589% |
| AKRE Akre Focus ETF | 289,951 | $18.97M | $17.03M | - | -$1.93M | -10.18% | -1.509% |
| ALL The Allstate Corporation | 1,500 | $209,970 | $383,745 | - | $173,775 | 82.76% | +1.043% |
| AMD Advanced Micro Devices Inc. | 3,154 | $411,122.1 | $1.67M | - | $1.26M | 306.93% | +2.639% |
| AMGN Amgen Inc. Common Stock | 626 | $204,896.06 | $276,391.52 | - | $71,495.46 | 34.89% | +0.514% |
| AMT American Tower Corporation | 6,447 | $1.51M | $1.22M | - | -$285,275.33 | -18.93% | +0.275% |
| AMZN Amazon.com Inc | 26,938 | $4.28M | $6.72M | - | $2.44M | 57.02% | +0.609% |
| ATLX Atlas Lithium Corporation | 558,718 | $5.99M | $1.06M | - | -$4.93M | -82.24% | -1.295% |
| AVGO Broadcom Inc. | 2,593 | $661,845.8 | $855,352.91 | - | $193,507.11 | 29.24% | +2.546% |
| AZO AutoZone, Inc. | 300 | $651,842.5 | $957,924 | - | $306,081.5 | 46.96% | -0.24% |
| BKNG Booking Holdings Inc. | 5,950 | $571,021.5 | $901,663 | - | $330,641.5 | 57.9% | -2.753% |
| BMY Bristol-Myers Squibb Company | 6,150 | $383,202.41 | $376,626 | - | -$6,576.41 | -1.72% | -0.39% |
| BN Brookfield Corporation | 10,736 | $225,133.92 | $409,041.6 | - | $183,907.68 | 81.69% | +0.342% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,441.6 | $818,405.13 | - | $19,963.53 | 2.5% | +0.591% |
| BRK-B Berkshire Hathaway Inc. | 16,671 | $5.12M | $9.1M | - | $3.97M | 77.54% | +0.623% |
| BRO Brown & Brown Inc. | 12,081 | $832,775.81 | $853,764.27 | - | $20,988.46 | 2.52% | -3.152% |
| BX Blackstone Inc. | 37,714 | $4.12M | $4.44M | - | $325,144.93 | 7.9% | -0.178% |
| CAT Caterpillar Inc. | 6,598 | $1.36M | $4.58M | - | $3.22M | 236.68% | +1.071% |
| CB Chubb Limited | 2,649 | $508,089.12 | $947,136.7 | - | $439,047.58 | 86.41% | +0.686% |
No 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
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. Class A Common Stock - $2.42M, ExxonMobil Holdings Corporation - $942,411.25, Caterpillar Inc - $441,871.21, and Vanguard Total Stock Market ETF - $293,393.36. 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 - $2.85M, 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 $8.42M earned over time. The largest contributors to dividend income include Blackstone Inc - $857,045.56, Comstock Resources, Inc - $313,269.14, The Home Depot, Inc - $232,505.73, Apple Inc - $231,584.19, and Altria Group, Inc - $211,533.79. 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.
2026 © Marketlog. All Rights Reserved.
