Stanz has curated a portfolio that leans toward reliable, income-generating assets and strategic sectors like defense and financial services. Investments in companies such as Waste Management and Visa suggest a preference for firms with strong operational cash flow, while exposure to Lockheed Martin indicates confidence in long-term government contract-based revenues. The overall composition signals a conservative, dividend-oriented outlook.
STZ – Stanz’s “Defense & Dividends” Portfolio
Current Value
$1,391,737.67
Initial Investment
$999,997.44
Total Gain/Loss
+$391,740.23
Performance
+39.17%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| OKLO (Oklo Inc.) | 3710.58 | $216,141.28 | $28.09 | +107.37% |
| TSM (Taiwan Semiconductor Manufacturing Company Limited) | 570.71 | $193,407.91 | $176.52 | +91.98% |
| NUE (Nucor Corporation) | 865.88 | $146,117.25 | $115.22 | +46.46% |
| LMT (Lockheed Martin Corporation) | 210.73 | $141,562.09 | $473.52 | +41.87% |
| XOM (Exxon Mobil Corporation) | 942.77 | $142,556.25 | $107.31 | +40.91% |
| RDDT (Reddit, Inc.) | 927.39 | $129,268.89 | $108.46 | +28.52% |
| VST (Vistra Corp.) | 709.67 | $112,589.15 | $135.75 | +16.87% |
| JPM (JPMorgan Chase & Co.) | 394.52 | $114,205.65 | $253.08 | +14.38% |
| WM (Waste Management, Inc.) | 428.95 | $105,543.15 | $232.75 | +5.71% |
| V (Visa Inc.) | 284.68 | $90,346.04 | $352.54 | -9.98% |