Kurt Schrader
3 scanned filings could not be read automatically and are pending review.
Filing statistics
Whale profile Estimated
Percentile blend among members with a trade in the last 12 months: 50% disclosed volume, 30% largest trade, 20% trade count.
- 12-month volume
- $0
- 0 trades · midpoints
- Largest trade
- $250,001 - $500,000
- Median midpoint $8K
- All-time volume
- $4.3M
- 310 trades
- Late filings
- 7
- Filed after the STOCK Act deadline
- Hindsight 15% moves
- 5.6% · 8 of 310
- Stock moved 15%+ the trade's way within 30 trading days
- Avg 30-day forward return
- +0.3%
- Sign-adjusted: buys +, sells −
Volumes are range midpoints; forward returns use public closing prices after the disclosed trade date, so they are hindsight: they describe what the stock did, not what anyone could have known. Late filings are counted from official dates only. How this is calculated
Estimated portfolio Estimated
Portfolio values, holdings, returns, and allocations are estimates derived from disclosed dollar ranges and public market prices. They may differ materially from actual values. Not investment advice. How this is calculated
Top holdings Estimated
- Broadcom Inc.7.9%$48.4K
- GE Aerospace6.2%$37.6K
- Vulcan Materials Company5.9%$35.9K
- ExxonMobil Holdings Corporation5.8%$35.1K
- Motorola Solutions, Inc.5.6%$34.1K
- Chevron Corporation5.4%$33.1K
- Deere & Company4.6%$28.2K
- Copart, Inc.4.5%$27.4K
- Blackstone Inc.3.5%$21.4K
- Walmart Inc.3.3%$20.3K
Sector allocation Estimated
- Industrials19.9%$120.9K
- Technology17.9%$109K
- Energy13.7%$83.2K
- Financial Services13.6%$83K
- Consumer Defensive6.9%$42K
- Healthcare6.4%$38.8K
- Utilities6.1%$37.1K
- Basic Materials5.9%$35.9K
- Consumer Cyclical5.2%$31.9K
- Real Estate4.4%$27K
Trades
Best buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | Buy | Self | $1,001 - $15,000 | +363.9% | Nov 8, 2022 | Dec 8, 202230d | FilingOCR |
| GE | General Electric | Buy | Self | $1,001 - $15,000 | +292.5% | Mar 3, 2021 | Apr 1, 202129d | FilingOCR |
| WMT | WALMART INC | Buy | Self | $1,001 - $15,000 | +124.9% | May 9, 2022 | Jun 2, 202224d | FilingOCR |
Worst buys after disclosure vs the S&P 500 Estimated
| Ticker | Asset | Type | Owner | Amount | vs S&P Estimated | Traded | Filed | Source |
|---|---|---|---|---|---|---|---|---|
| DG | DOLLAR GENERAL | BuyReview | Self | $1,001 - $15,000 | -136.8% | Jun 13, 2022 | Jul 6, 202223d | FilingOCR |
| ADBE | ADOBE INC | Buy | Self | $1,001 - $15,000 | -120.4% | Oct 27, 2021 | Nov 4, 20218d | FilingOCR |
| CCI | CROWN CASTLE INC | Buy | Self | $1,001 - $15,000 | -119.7% | Nov 8, 2022 | Dec 8, 202230d | FilingOCR |
Totals: $1.7M bought and $2.7M sold (range midpoints); first trade Feb 5, 2018, last trade Dec 22, 2022. Stats computed Nov 6, 2026. Midpoints are 0.5 × (low + high) of the disclosed range.