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Mark Kress — Institutional Investor Profile | Buyside Digest

Mark Kress

Institutional Investor • Alpha Diversified Fund

Value

$0M

Stocks

41 Stocks

Turnover

0.0%

CIK

0002059327EDGAR ↗

Website ↗

Top Holdings

SPY(11.75%) BIZD(6.57%) FSK(5.83%) ET(5.28%) MDY(5.06%)

About Investor

Mark Kress, CFA, serves as Portfolio Manager and has cultivated and analyzed hundreds of boutique managers over 10 years, bringing over eight years of experience conducting due diligence on top money managers for family offices and a decade at Guggenheim Investments overseeing $1 billion in various equity strategies. Harvey Sax, Founder and General Partner, brings extensive investment banking and technology expertise with institutional knowledge from Bear Stearns and Oppenheimer, having successfully taken an early internet venture public on NASDAQ in 1997. Chase Thomas, CFP®, Partner and General Partner, co-founded the firm with 20 years of stock trading experience focused on empowering clients to achieve financial freedom.

Investor Philosophy

Investment philosophy details pending verification.

Mark Kress Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
SPY	None	SPDR S&P 500 ETF Trust	General	$3.8M	11.8%	No Change
BIZD	None	VanEck BDC Income ETF	Financials	$2.1M	6.6%	No Change
FSK	None	Fs Kkr Capital Corp - US	General	$1.9M	5.8%	No Change
ET	None	Energy Transfer LP	Energy	$1.7M	5.3%	No Change
MDY	None	State Street SPDR S&P MidCap 400 ETF Trust - US ET	General	$1.6M	5.1%	No Change
ROK	None	Rockwell Automation Inc.	Industrials	$1.5M	4.8%	No Change
ABT	None	Abbott Laboratories	Health Care	$1.5M	4.5%	No Change
PODD	None	Insulet Corporation	Health Care	$1.1M	3.5%	No Change
XLK	None	Technology Select Sector SPDR Fund	General	$1.0M	3.2%	No Change
NVDA	None	NVIDIA Corp.	Information Technology	$987K	3.0%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General35.3%

Health Care14.9%

Information Technology12.4%

Industrials12.3%

Financials10.2%

Sector	Stocks	Value	Exposure
General	11	$11.5M	35.3%
Health Care	6	$4.8M	14.9%
Information Technology	6	$4.0M	12.4%
Industrials	5	$4.0M	12.3%
Financials	4	$3.3M	10.2%
Energy	1	$1.7M	5.3%
Consumer Discretionary	5	$1.6M	4.9%
Communication Services	2	$1.2M	3.8%
Healthcare	1	$294K	0.9%