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
$1,542,815.76
Initial Investment
$999,997.44
Total Gain/Loss
+$542,818.32
Performance
+54.28%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| OKLO (Oklo Inc.) | 3710.58 | $385,640.58 | $28.09 | +269.99% |
| RDDT (Reddit, Inc.) | 927.39 | $218,966.05 | $108.46 | +117.69% |
| TSM (Taiwan Semiconductor Manufacturing Company Limited) | 570.71 | $173,159.12 | $176.52 | +71.88% |
| NUE (Nucor Corporation) | 865.88 | $136,930.26 | $115.22 | +37.25% |
| VST (Vistra Corp.) | 709.67 | $116,960.71 | $135.75 | +21.41% |
| JPM (JPMorgan Chase & Co.) | 394.52 | $118,557.21 | $253.08 | +18.74% |
| XOM (Exxon Mobil Corporation) | 942.77 | $111,482.55 | $107.31 | +10.19% |
| LMT (Lockheed Martin Corporation) | 210.73 | $98,387.73 | $473.52 | -1.40% |
| V (Visa Inc.) | 284.68 | $92,948.02 | $352.54 | -7.39% |
| WM (Waste Management, Inc.) | 428.95 | $89,783.52 | $232.75 | -10.07% |