Rob C. Alston Jr Portfolio
Invests via Quadcap Wealth Management, LLC | Managed by Connor Gross, Rob C. Alston Jr.
Invests via Quadcap Wealth Management, LLC
Managed by Connor Gross, Rob C. Alston Jr.
Automatically Tracked
Rob C. Alston Jr Profile
Seasoned private-equity and corporate finance executive with operational experience in industrial and services sectors. Rob C. Alston Jr has led deal sourcing, portfolio value creation and capital-raising initiatives for mid-market buyouts and growth equity transactions, focusing on EBITDA improvement, operational turnaround and strategic M&A. The executive has experience managing cross-functional leadership teams, board governance and financial restructuring; market-oriented skillset includes P&L ownership, KPI-driven performance management and investor relations across institutional LPs and strategic acquirers.
Seasoned private-equity and corporate finance executive with operational experience in industrial and services sectors. Rob C. Alston Jr has led deal sourcing, portfolio value creation and capital-raising initiatives for mid-market buyouts and growth equity transactions, focusing on EBITDA improvement, operational turnaround and strategic M&A. The executive has experience managing cross-functional leadership teams, board governance and financial restructuring; market-oriented skillset includes P&L ownership, KPI-driven performance management and investor relations across institutional LPs and strategic acquirers.
Investment Philosophy & Strategy
Operates an operationally driven private equity style focused on mid‑market industrials and services, prioritizing investments where EBITDA expansion, operational turnaround and strategic M&A can unlock value. Emphasizes deep P&L ownership, KPI‑driven performance management and hands‑on board governance to execute restructuring and margin improvement. Capital allocation favors control or control‑oriented minority positions with conservative capital structures, active portfolio engagement and multi‑year horizons to de‑risk investments and crystallize operationally generated returns.
Operates an operationally driven private equity style focused on mid‑market industrials and services, prioritizing investments where EBITDA expansion, operational turnaround and strategic M&A can unlock value. Emphasizes deep P&L ownership, KPI‑driven performance management and hands‑on board governance to execute restructuring and margin improvement. Capital allocation favors control or control‑oriented minority positions with conservative capital structures, active portfolio engagement and multi‑year horizons to de‑risk investments and crystallize operationally generated returns.
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:
71.78%
Gain -1.06%
Monthly
1.63%
Yearly
21.39%
Drawdown
20.75%
$1.02B
Equity
Holdings
$1.02B
Investment
$775.09M
$283.4M
Profit -$7.25M
Realized
$37.71M
Unrealized
$245.69M
Dividends
$32.75M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.06%
Profit
-$7.25M
Win %
70%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$15.75M
Win %
70%
This Month
Compared to last month
Gain
0.36%
Profit
$3.61M
Win %
70%
This Year
Compared to last year
Gain
0.08%
Profit
$940,019.55
Win %
70%
AA Alcoa Corporation
+5.29%
+$14,815.22 
INV Innventure Inc.
+4.54%
+$208.45 
HONA Honeywell Aerospace Inc.
+3.46%
+$17,403.53 
KMI Kinder Morgan, Inc.
+3.03%
+$31,966.37 
COP ConocoPhillips
+2.89%
+$58,945.08 
CAVA Cava Group Inc.
+2.83%
+$16,288.75 
EOG EOG Resources, Inc.
+2.75%
+$42,092.05 
OXY Occidental Petroleum Corporation
+2.67%
+$15,736.68 
RTX RTX Corporation
+2.51%
+$113,777.6 
LMT Lockheed Martin Corporation
+2.42%
+$58,043.65 
OKE ONEOK, Inc.
+2.34%
+$17,396.72 
PM Philip Morris International Inc.
+2.23%
+$32,642.81 
CCI Crown Castle Inc.
+2.23%
+$9,763.3 
FTI TechnipFMC plc
+2.14%
+$16,857.16 
PEP PepsiCo, Inc.
+2.09%
+$14,184.85 
XLE Energy Select Sector SPDR Fund
+1.98%
+$22,253.74 
CVX Chevron Corporation
+1.95%
+$79,796.13 
UL Unilever PLC Sponsored American Depositary Receipt
+1.93%
+$37,256.25 
AEP American Electric Power Company, Inc.
+1.9%
+$13,053.16 
TJX The TJX Companies, Inc.
+1.76%
+$9,733.28 
PPL PPL Corporation
+1.75%
+$14,628.3 
DUK Duke Energy Corporation
+1.75%
+$103,633.92 
EPD Enterprise Products Partners L.P.
+1.74%
+$5,082.14 
ED Consolidated Edison, Inc.
+1.67%
+$4,044.3 
ATO Atmos Energy Corporation
+1.64%
+$6,273.08 
XOM Exxon Mobil Corporation
+1.57%
+$58,635.71 
MDLZ Mondelez International, Inc.
+1.52%
+$9,770.89 
NEM Newmont Corporation
+1.49%
+$16,205.84 
MO Altria Group, Inc.
+1.48%
+$9,528.78 
CMCSA Comcast Corp
+1.45%
+$5,000.62 
NUE Nucor Corporation
+1.4%
+$26,077 
ET Energy Transfer L.P.
+1.38%
+$4,419.8 
GD General Dynamics Corporation
+1.38%
+$18,207.36 
COST Costco Wholesale Corporation
+1.36%
+$24,710.83 
HE Hawaiian Electric Industries Inc.
+1.35%
+$1,150 
KO The Coca-Cola Company
+1.33%
+$9,480.27 
LHX L3Harris Technologies, Inc.
+1.29%
+$6,742.5 
FE FirstEnergy Corp.
+1.26%
+$10,223.5 
MRK Merck & Co., Inc.
+1.25%
+$23,481.13 
COF Capital One Financial Corporation
+1.24%
+$3,618.55 
ATMP iPath Select MLP ETN
+1.24%
+$3,436.56 
HDV iShares Core High Dividend ETF
+1.2%
+$18,284.99 
TFC Truist Financial Corporation
+1.19%
+$16,556.76 
XLU Utilities Select Sector SPDR Fund
+1.16%
+$3,481.33 
ES Eversource Energy
+1.14%
+$3,018 
NEE NextEra Energy, Inc.
+1.13%
+$19,374.96 
GE General Electric Company
+1.12%
+$6,552 
MNST Monster Beverage Corporation
+1.11%
+$17,458.86 
HSY The Hershey Company
+1.11%
+$8,514.16 
AON Aon plc
+1.1%
+$2,644.93 
SYK Stryker Corporation
+1.07%
+$11,586.18 
CBOE Cboe Global Markets Inc.
+1.04%
+$8,843.56 
PCG PG&E Corporation
+1.04%
+$2,228.58 
OTIS Otis Worldwide Corporation
+1.02%
+$2,367.36 
SHLD Global X Defense Tech ETF
+1.01%
+$43,879.74 
CMI Cummins Inc.
+0.97%
+$1,965.97 
RYN Rayonier Inc.
+0.95%
+$2,452.86 
PNC The PNC Financial Services Group, Inc.
+0.94%
+$8,355.15 
VGM Invesco Trust for Investment Grade Municipals
+0.94%
+$1,061.48 
LIN Linde plc
+0.94%
+$9,478.14 
VZ Verizon Communications Inc.
+0.94%
+$22,073.85 
JPM JPMorgan Chase & Co.
+0.92%
+$55,778.3 
UTES Virtus Reaves Utilities ETF
+0.92%
+$84,477.39 
DOW Dow Inc.
+0.91%
+$2,298.51 
HWM Howmet Aerospace Inc.
+0.9%
+$1,834.07 
XLP Consumer Staples Select Sector SPDR Fund
+0.89%
+$3,537.1 
VDC VANGUARD CONSUMER STAPLES ETF
+0.88%
+$2,485.85 
ETR Entergy Corporation
+0.87%
+$46,965.1 
LLY Eli Lilly and Company
+0.86%
+$19,984.56 
ITA iShares U.S. Aerospace & Defense ETF
+0.84%
+$8,656.5 
MRSH Marsh & McLennan Companies, Inc.
+0.83%
+$6,573.55 
HD The Home Depot, Inc.
+0.81%
+$7,088.27 
PG Procter & Gamble Co
+0.8%
+$22,090.47 
TXN Texas Instruments Inc
+0.76%
+$8,277.18 
LOW Lowe's Companies Inc.
+0.76%
+$13,729.96 
WMT Walmart Inc.
+0.74%
+$45,594.96 
WPC W. P. Carey Inc.
+0.74%
+$2,588.28 
RDY Dr. Reddy's Laboratories Ltd.
+0.74%
+$1,101.62 
C Citigroup Inc.
+0.73%
+$9,725.13 
ORLY O'Reilly Automotive Inc.
+0.7%
+$1,501.8 
MKL Markel Group Inc.
+0.69%
+$4,617.24 
TT Trane Technologies plc
+0.69%
+$6,405.62 
KMB Kimberly-Clark Corporation
+0.68%
+$2,049.77 
WFC Wells Fargo & Company
+0.68%
+$5,444.32 
L Loews Corporation
+0.68%
+$8,822.94 
AAPL Apple Inc.
+0.68%
+$234,134.67 
JNJ Johnson & Johnson
+0.66%
+$25,265.43 
DVY iShares Select Dividend ETF
+0.64%
+$5,592.37 
GEV GE Vernova Inc.
+0.63%
+$22,768.2 
TXT Textron Inc.
+0.61%
+$3,578.8 
ABBV AbbVie Inc.
+0.6%
+$21,772.98 
VICI Vici Properties Inc.
+0.6%
+$2,990.82 
ISRG Intuitive Surgical, Inc.
+0.59%
+$7,164.18 
V Visa Inc. Class A
+0.59%
+$30,906.68 
TPR Tapestry Inc.
+0.58%
+$2,095.8 
BRK-B Berkshire Hathaway Inc.
+0.57%
+$37,655.81 
HEI Heico Corporation
+0.56%
+$1,494.67 
QSR Restaurant Brands International Inc.
+0.55%
+$1,749.06 
CB Chubb Limited
+0.55%
+$13,152.88 
CTVA Corteva Inc.
+0.54%
+$466.62 
MGNR American Beacon GLG Natural Resources ETF
+0.53%
+$27,068.86 
CME CME Group Inc.
+0.53%
+$2,942.74 
BCE BCE Inc.
+0.52%
+$1,502.34 
NVS Novartis AG Sponsored ADR
+0.49%
+$10,972.08 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.48%
+$5,758.2 
AVDV Avantis International Small Cap Value ETF
+0.47%
+$1,023.57 
TRV The Travelers Companies, Inc.
+0.46%
+$12,568.09 
T AT&T Inc.
+0.45%
+$6,549.16 
BRK-A Berkshire Hathaway Inc.
+0.44%
+$3,509.02 
APD Air Products and Chemicals, Inc.
+0.44%
+$2,219.12 
PH Parker-Hannifin Corporation
+0.42%
+$922.87 
DFIV Dimensional International Value ETF
+0.41%
+$2,527.93 
PFE Pfizer Inc.
+0.41%
+$2,998.08 
SPGI S&P Global Inc.
+0.4%
+$2,548.3 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$11,169.06 
SDY SPDR S&P Dividend ETF
+0.39%
+$1,955.4 
FHN First Horizon Corporation
+0.37%
+$1,462.85 
MPC Marathon Petroleum Corporation
+0.37%
+$5,930.72 
AJG Arthur J. Gallagher & Co.
+0.35%
+$1,034.57 
ADM Archer-Daniels-Midland Co
+0.33%
+$1,991.52 
ASML ASML Holding N.V. New York Registry Shares
+0.32%
+$6,676.38 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.27%
+$742.98 
BNY BlackRock New York Municipal Income Trust
+0.26%
+$726.75 
FMTL First Trust Indxx Critical Metals ETF
+0.26%
+$8,050.32 
FNV Franco-Nevada Corporation
+0.26%
+$4,444.02 
GPC Genuine Parts Company
+0.25%
+$1,837.5 
MCK McKesson Corporation
+0.24%
+$3,058.29 
DFIC Dimensional International Core Equity Market ETF
+0.24%
+$2,444.31 
BSX Boston Scientific Corporation
+0.23%
+$509.5 
IYR iShares U.S. Real Estate ETF
+0.23%
+$436.26 
DIS The Walt Disney Company
+0.22%
+$980.16 
ALNY Alnylam Pharmaceuticals Inc
+0.21%
+$341 
EFV iShares MSCI EAFE Value ETF
+0.21%
+$3,130.79 
MGV Vanguard Mega Cap Value ETF
+0.2%
+$23,467.92 
DIHP Dimensional International High Profitability Portfolio
+0.19%
+$28,330.25 
DON WisdomTree U.S. MidCap Dividend Fund
+0.19%
+$521.53 
ADP Automatic Data Processing Inc.
+0.19%
+$641.84 
DOC Healthpeak Properties, Inc.
+0.18%
+$1,052.35 
VYM Vanguard High Dividend Yield ETF
+0.18%
+$14,979.08 
AMGN Amgen Inc.
+0.18%
+$640.64 
RF Regions Financial Corporation
+0.17%
+$366.93 
VOE Vanguard Mid-Cap Value ETF
+0.16%
+$551.76 
VTV Vanguard Value ETF
+0.16%
+$6,902.7 
ROKU Roku, Inc.
+0.15%
+$1,064.64 
ICE Intercontinental Exchange, Inc.
+0.15%
+$939.36 
AER AerCap Holdings N.V.
+0.15%
+$833.36 
ABT Abbott Laboratories
+0.14%
+$1,209.45 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.14%
+$913.78 
WIA Western Asset Inflation-Linked Income Fund
+0.13%
+$272.45 
DISV Dimensional International Small Cap Equity Fund
+0.12%
+$14,260.85 
CAT Caterpillar Inc.
+0.1%
+$1,007.97 
XLF Financial Select Sector SPDR Fund
+0.1%
+$927.19 
WM Waste Management, Inc.
+0.1%
+$1,290.3 
DFAI Dimensional International Core Equity Market ETF
+0.08%
+$581.14 
MCD McDonald's Corporation
+0.08%
+$632.2 
KBWB Invesco KBW Bank ETF
+0.08%
+$246.82 
STIP iShares 0-5 Year TIPS Bond ETF
+0.08%
+$5,475.76 
UHAL U-Haul Holding Company
+0.07%
+$143.36 
AXP American Express Company
+0.06%
+$214.2 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$132.92 
FNDC Schwab Fundamental International Small Company Index ETF
+0.05%
+$1,188.28 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$501.21 
ADI Analog Devices, Inc.
+0.04%
+$84.29 
DFLV Dimensional US Large Cap Value ETF
+0.04%
+$159.47 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$676.56 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$528.5 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$138.46 
BMY Bristol-Myers Squibb Company
+0.02%
+$193.94 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$79.27 
IEFA iShares Core MSCI EAFE ETF
+0.01%
+$35.17 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BKT
BKT
0%
$0 
NBIS Nebius Group N.V.
-10.65%
-$18,524.61 
PANW Palo Alto Networks, Inc.
-7.61%
-$277,213.83 
PLTR Palantir Technologies Inc.
-7.07%
-$139,815.39 
CRWD CrowdStrike Holdings, Inc.
-7.05%
-$41,513.94 
DDOG Datadog, Inc. Class A Common Stock
-6.76%
-$33,516.61 
ABTC Gryphon Digital Mining, Inc
-6.76%
-$407.82 
RKLB Rocket Lab Corporation
-6.5%
-$19,429.08 
COHR Coherent Corp.
-6.13%
-$58,168.28 
VKTX Viking Therapeutics Inc.
-6.01%
-$9,471.91 
STX Seagate Technology Holdings plc
-5.63%
-$9,564.48 
OVID Ovid Therapeutics Inc.
-5.53%
-$1,388.87 
NOW ServiceNow, Inc.
-5.04%
-$35,500.13 
SKYY First Trust Cloud Computing ETF
-4.78%
-$13,046.44 
SNDK SanDisk Corporation
-4.67%
-$17,270.05 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.54%
-$13,117.83 
WDC Western Digital Corporation
-4.53%
-$42,500.83 
AXON Axon Enterprise, Inc.
-4.31%
-$30,153.66 
INTC Intel Corporation
-4.25%
-$34,161.75 
CHAT Roundhill Generative AI & Technology ETF
-4.24%
-$245,081.55 
ARKG ARK Genomic Revolution ETF
-4.05%
-$9,548.07 
FUBO FuboTV Inc.
-4.04%
-$3,546.54 
JBLU JetBlue Airways Corporation
-3.97%
-$1,717.37 
TNYA Tenaya Therapeutics, Inc.
-3.97%
-$162 
ARKK ARK Innovation ETF Fund
-3.88%
-$13,845.3 
AMD Advanced Micro Devices, Inc.
-3.85%
-$94,999.2 
MU Micron Technology, Inc.
-3.84%
-$72,873.84 
JTEK JPMorgan U.S. Tech Leaders ETF
-3.84%
-$371,633.77 
HOOD Robinhood Markets, Inc.
-3.79%
-$12,107.62 
APP AppLovin Corporation Class A Common Stock
-3.68%
-$10,001.89 
ANET Arista Networks, Inc.
-3.62%
-$65,596.96 
ORCL Oracle Corporation
-3.6%
-$88,823.79 
LRCX Lam Research Corporation
-3.52%
-$30,763.49 
GPCR Structure Therapeutics Inc.
-3.45%
-$5,840.77 
MRVL Marvell Technology, Inc.
-3.43%
-$22,105.74 
ARKW ARK Next Generation Internet ETF
-3.39%
-$7,700.94 
SNPS Synopsys, Inc.
-3.36%
-$26,205.24 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.23%
-$18,219.25 
GLW Corning Incorporated
-3.22%
-$6,444.69 
AVGO Broadcom Inc.
-3.11%
-$151,278.61 
AMAT Applied Materials, Inc.
-3.07%
-$11,558.76 
CRSP Crispr Therapeutics AG
-2.91%
-$7,120.5 
DELL Dell Technologies Inc.
-2.87%
-$87,090.45 
KLAC KLA Corporation
-2.87%
-$11,152.28 
ANVS Annovis Bio, Inc.
-2.86%
-$483.3 
META Meta Platforms Inc Class A
-2.84%
-$247,496.9 
XNTK SPDR NYSE Technology ETF
-2.75%
-$60,982.4 
AIQ Global X Artificial Intelligence & Technology ETF
-2.65%
-$298,847.4 
NFLX Netflix, Inc.
-2.65%
-$71,300.07 
TSLA Tesla, Inc.
-2.63%
-$171,730.6 
ADBE Adobe Inc.
-2.58%
-$8,781.5 
CRM Salesforce Inc
-2.56%
-$13,680.1 
SPHB Invesco S&P 500 High Beta ETF
-2.55%
-$12,634.65 
THC Tenet Healthcare Corporation
-2.48%
-$24,592.33 
SCHW Charles Schwab Corporation
-2.46%
-$20,467.04 
SHOP Shopify Inc.
-2.45%
-$45,317.43 
VRT Vertiv Holdings Co
-2.31%
-$21,743.75 
IYW iShares U.S. Technology ETF
-2.25%
-$7,634.34 
CLOV Clover Health Investments, Corp.
-2.24%
-$1,050 
ALK Alaska Air Group Inc.
-2.23%
-$4,366.77 
MTB M&T Bank Corporation
-2.22%
-$15,420.75 
IWO iShares Russell 2000 Growth ETF
-2.19%
-$26,176.62 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$226,838.88 
MSFT Microsoft Corp.
-2.17%
-$347,690.24 
VBK Vanguard Small-Cap Growth ETF
-2.1%
-$43,782.77 
NLR VanEck Uranium and Nuclear ETF
-2.09%
-$88,173 
VGT Vanguard Information Technology ETF
-2.09%
-$10,444.8 
JSML Janus Henderson Small Cap Growth Alpha Fund
-2.07%
-$99,685.82 
MTUM iShares MSCI USA Momentum Factor ETF
-2.07%
-$9,731.26 
CCJ Cameco Corporation
-2.06%
-$2,708.64 
INTU Intuit Inc.
-2.05%
-$5,280.61 
ETN Eaton Corporation plc
-2%
-$45,894.09 
AFRM Affirm Holdings, Inc.
-2%
-$14,470.4 
GOOGL Alphabet Inc
-1.95%
-$226,533.12 
CSCO Cisco Systems, Inc.
-1.9%
-$77,954.91 
CMG Chipotle Mexican Grill, Inc.
-1.88%
-$14,130.05 
DGX Quest Diagnostics Inc.
-1.87%
-$5,015.34 
GOOG Alphabet Inc
-1.84%
-$80,194.15 
SPCX Space Exploration Technologies Corp. Class A
-1.84%
-$6,552 
QQQ Invesco QQQ Trust, Series 1
-1.82%
-$270,150.66 
MGK Vanguard Mega Cap Growth ETF
-1.76%
-$212,447.62 
ROBO ROBO Global Robotics & Automation Index ETF
-1.75%
-$58,029.23 
VXF Vanguard Extended Market ETF
-1.67%
-$5,847.9 
IWF iShares Russell 1000 Growth ETF
-1.67%
-$4,315.95 
DE Deere & Company
-1.6%
-$14,036.89 
MTCH Match Group, Inc.
-1.56%
-$3,843.29 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-1.56%
-$7,281.6 
UNH UnitedHealth Group Incorporated
-1.53%
-$14,450.69 
BX Blackstone Inc.
-1.52%
-$3,884.4 
VUG Vanguard Growth ETF
-1.51%
-$105,100.8 
MELI MercadoLibre, Inc.
-1.51%
-$3,299.28 
CNC Centene Corporation
-1.48%
-$3,625.11 
IWM iShares Russell 2000 ETF
-1.48%
-$47,358.52 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.48%
-$33,945.97 
UFO Procure Space ETF
-1.48%
-$46,388.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.47%
-$20,930.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.46%
-$11,452.49 
AMZN Amazon.com Inc
-1.46%
-$221,211.86 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.45%
-$44,049.92 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.43%
-$72,963.43 
PWR Quanta Services Inc.
-1.42%
-$2,594.93 
SN SharkNinja, Inc.
-1.4%
-$15,694.4 
APH Amphenol Corporation
-1.4%
-$32,521.92 
PWRD TCW Transform Systems ETF
-1.39%
-$137,398.8 
FIX Comfort Systems USA, Inc.
-1.37%
-$6,993.16 
EQIX Equinix, Inc.
-1.33%
-$4,448.8 
PTON Peloton Interactive, Inc.
-1.31%
-$2,596.58 
CEG Constellation Energy Corporation
-1.3%
-$4,785.98 
SCHA Schwab U.S. Small-Cap ETF
-1.29%
-$7,129.08 
EXEL Exelixis Inc.
-1.28%
-$8,007.65 
UBER Uber Technologies, Inc.
-1.25%
-$11,694.6 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.24%
-$13,671.74 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.24%
-$2,846.48 
TGT Target Corporation
-1.22%
-$10,434.33 
IEMG iShares Core MSCI Emerging Markets ETF
-1.22%
-$2,503.24 
IBIT iShares Bitcoin Trust
-1.21%
-$9,842.3 
XCEM Columbia EM Core ex-China ETF
-1.21%
-$34,478.53 
VB Vanguard Small-Cap ETF
-1.19%
-$12,068.61 
GBTC Grayscale Bitcoin Trust ETF
-1.18%
-$16,239.75 
JQUA JPMorgan U.S. Quality Factor ETF
-1.18%
-$1.13M 
BDX Becton, Dickinson and Company
-1.17%
-$4,070.09 
CGNG Capital Group New Geography Equity ETF
-1.16%
-$113,833.35 
IYT iShares U.S. Transportation ETF
-1.11%
-$2,745 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.11%
-$64,880.74 
A Agilent Technologies Inc.
-1.05%
-$3,032.3 
VRTX Vertex Pharmaceuticals Incorporated
-1.03%
-$9,920.33 
SCHM Schwab U.S. Mid-Cap ETF
-1.03%
-$20,269.79 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-1.01%
-$144,804.55 
ETHV VanEck Ethereum ETF
-0.99%
-$20,899.21 
TMO Thermo Fisher Scientific Inc.
-0.98%
-$15,848.26 
QCOM QUALCOMM Incorporated
-0.97%
-$18,590.78 
EMR Emerson Electric Co.
-0.94%
-$16,289.8 
SCHB Schwab U.S. Broad Market ETF
-0.93%
-$2,668.32 
IWR iShares Russell Mid-Cap ETF
-0.92%
-$1,847.29 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.9%
-$4,647.14 
DFUS Dimensional U.S. Equity Market ETF
-0.9%
-$651,686.56 
ULS Ul Solutions Inc.
-0.89%
-$6,284.52 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.88%
-$13,042.32 
JMID JHI Mid Cap Growth Alpha ETF
-0.88%
-$69,235.74 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.87%
-$1,816.29 
UPS United Parcel Service, Inc.
-0.86%
-$5,497.57 
JCI Johnson Controls International plc
-0.86%
-$15,282.47 
ESGU iShares ESG Aware MSCI USA ETF
-0.86%
-$2,502.74 
IWB iShares Russell 1000 ETF
-0.85%
-$2,523.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.85%
-$48,313.86 
SPY SPDR S&P 500 ETF Trust
-0.83%
-$124,347.59 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.83%
-$2,467.6 
IVV iShares Core S&P 500 ETF
-0.83%
-$51,774.36 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.83%
-$5,953.1 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$28,754.44 
DFAS Dimensional U.S. Small Cap ETF
-0.82%
-$21,135.36 
SHW The Sherwin-Williams Company
-0.81%
-$6,715.7 
DFAU Dimensional US Core Equity Market ETF
-0.8%
-$5,333.32 
CACI Caci International Inc.
-0.8%
-$4,210.28 
SCHX Schwab U.S. Large-Cap ETF
-0.79%
-$1,901.76 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$16,158.33 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.77%
-$10,282.3 
VOO Vanguard S&P 500 ETF
-0.76%
-$35,588.63 
IBM International Business Machines Corporation
-0.76%
-$6,393.24 
ABNB Airbnb, Inc.
-0.75%
-$6,802.97 
GS The Goldman Sachs Group, Inc.
-0.74%
-$5,823.31 
DFSU Dimensional US Sustainability Core 1 ETF
-0.74%
-$2,537.54 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.74%
-$9,556.58 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.73%
-$8,185.86 
NLY Annaly Capital Management, Inc.
-0.7%
-$2,810.08 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.7%
-$7,945.24 
OMC Omnicom Group Inc.
-0.69%
-$6,412 
MDT Medtronic plc
-0.69%
-$12,809.94 
IWN iShares Russell 2000 Value ETF
-0.67%
-$1,652.87 
BKNG Booking Holdings Inc.
-0.66%
-$2,191.2 
LEN Lennar Corporation
-0.66%
-$2,710.65 
HUBB Hubbell Inc.
-0.65%
-$2,052.81 
QUAL iShares MSCI USA Quality Factor ETF
-0.63%
-$9,118.58 
VO Vanguard Mid-Cap ETF
-0.59%
-$2,990.88 
GILD Gilead Sciences Inc.
-0.59%
-$2,091.57 
UNP Union Pacific Corporation
-0.58%
-$4,617.08 
EXPE Expedia Group, Inc.
-0.56%
-$9,152.55 
IJS iShares S&P Small-Cap 600 Value ETF
-0.55%
-$13,996.84 
MS Morgan Stanley
-0.54%
-$13,931.42 
BN Brookfield Corporation
-0.53%
-$2,771.34 
WAB Wabtec Corporation
-0.52%
-$4,634.5 
DVA DaVita Inc.
-0.52%
-$3,807.3 
HAS Hasbro Inc.
-0.51%
-$2,714.5 
NVDA NVIDIA Corporation
-0.5%
-$99,073.34 
FLIN Franklin FTSE India ETF
-0.49%
-$15,057.41 
DUHP Dimensional US High Profitability ETF
-0.49%
-$2,925.3 
SLV iShares Silver Trust
-0.49%
-$5,834.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.47%
-$1,174.25 
IWS iShares Russell Mid-Cap Value ETF
-0.47%
-$1,426.78 
BUFF Innovator Laddered Allocation Fund
-0.42%
-$46,022.08 
GWW W.W. Grainger, Inc.
-0.4%
-$7,086.74 
EDV Vanguard Extended Duration Treasury ETF
-0.39%
-$1,639.12 
GLD SPDR Gold Shares
-0.38%
-$7,640.13 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$5,491.86 
ALC Alcon Inc.
-0.34%
-$1,515.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.34%
-$22,867.27 
JFR Nuveen Floating Rate Income Fund
-0.34%
-$423.85 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.33%
-$8,099.43 
COR Cencora, Inc.
-0.32%
-$1,203.36 
IEX IDEX Corporation
-0.3%
-$870.8 
PRF Invesco FTSE RAFI US 1000 ETF
-0.29%
-$2,475 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.29%
-$586.68 
PYLD PIMCO Multisector Bond Active ETF
-0.26%
-$19,533.02 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.25%
-$697.13 
AVMV Avantis U.S. Mid Cap Value ETF
-0.25%
-$19,628.9 
NSC Norfolk Southern Corporation
-0.25%
-$2,875.96 
AEM Agnico Eagle Mines Limited
-0.24%
-$3,463.32 
EVTR Eaton Vance Total Return Fund
-0.24%
-$54,847.99 
DHR Danaher Corporation
-0.23%
-$612.03 
RBC RBC Bearings Incorporated
-0.23%
-$1,575.99 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$19,819.8 
AVLV Avantis U.S. Large Cap Value ETF
-0.23%
-$26,658.87 
CGCB Capital Group Core Bond ETF
-0.22%
-$50,604.4 
SBUX Starbucks Corporation
-0.22%
-$611.31 
SYSB iShares Systematic Bond ETF
-0.21%
-$524.3 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.2%
-$638.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.19%
-$1,158.5 
TDY Teledyne Technologies Incorporated
-0.19%
-$381.63 
IWD iShares Russell 1000 Value ETF
-0.19%
-$6,962.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.18%
-$811.35 
TEL TE Connectivity plc
-0.17%
-$1,265.4 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$15,738.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$695.49 
MA Mastercard Incorporated
-0.16%
-$2,453.1 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$526.54 
JEPI JPMorgan Equity Premium Income Fund
-0.13%
-$538.5 
SCHF Schwab International Equity ETF
-0.13%
-$1,607.2 
XLV Health Care Select Sector SPDR Fund
-0.11%
-$748.8 
AOS A. O. Smith Corporation
-0.1%
-$462 
AS Amer Sports, Inc.
-0.1%
-$355.77 
CVS CVS Health Corporation
-0.1%
-$269.37 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$331.9 
DFSV Dimensional US Small Cap Value ETF
-0.08%
-$1,420.2 
EFA iShares MSCI EAFE ETF
-0.08%
-$409.92 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$2,065.32 
DFUV Dimensional US Marketwide Value ETF
-0.06%
-$1,153.95 
USTB VictoryShares Short-Term Bond ETF
-0.06%
-$3,735.54 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$331.38 
IVE ISHARES S&P 500 VALUE ETF
-0.03%
-$220.72 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$93.88 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.02%
-$476.18 
BAC Bank of America Corporation
-0.02%
-$556.91 Events
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Dividends
Dividend Analysis
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| Trades 3816 | Longs Won 2650/3816 69% | Profit Factor 10.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $442,602.84 |
| Average Win $118,360.46 | Best Trade (Oct 15) $13.75M | Sharpe Ratio -52.74 |
| Average Loss -$25,948.04 | Worst Trade (Oct 15) -$1.1M | Z-Score 14.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $74,266.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,648 | $219,096.45 | $286,274.1 | - | $67,177.65 | 30.66% | -1.048% |
| AA Alcoa Corporation | 6,923 | $457,995.9 | $294,642.88 | - | -$163,353.02 | -35.67% | +5.294% |
| AAPL Apple Inc. | 101,357 | $20.49M | $34.9M | - | $14.41M | 70.34% | +0.675% |
| ABBV AbbVie Inc. | 12,770 | $2.13M | $3.64M | - | $1.51M | 70.93% | +0.602% |
| ABNB Airbnb, Inc. | 5,213 | $669,611.2 | $901,718.67 | - | $232,107.47 | 34.66% | -0.749% |
| ABT Abbott Laboratories | 8,063 | $874,380.59 | $845,244.29 | - | -$29,136.3 | -3.33% | +0.143% |
| ABTC Gryphon Digital Mining, Inc | 741.49 | $10,230.32 | $5,627.9 | - | -$4,602.42 | -44.99% | -6.757% |
| ADBE Adobe Inc. | 1,351 | $748,850.56 | $331,224.67 | - | -$417,625.89 | -55.77% | -2.583% |
| ADI Analog Devices, Inc. | 562 | $223,209 | $227,104.2 | - | $3,895.2 | 1.75% | +0.037% |
| ADM Archer-Daniels-Midland Co | 7,376 | $563,528 | $613,683.2 | - | $50,155.2 | 8.9% | +0.326% |
| ADP Automatic Data Processing Inc. | 1,211 | $271,206 | $346,563.98 | - | $75,357.98 | 27.79% | +0.186% |
| AEM Agnico Eagle Mines Limited | 7,590 | $477,337.39 | $1.42M | - | $942,779.69 | 197.51% | -0.243% |
| AEP American Electric Power Company, Inc. | 5,531 | $756,696 | $700,501.15 | - | -$56,194.85 | -7.43% | +1.899% |
| AER AerCap Holdings N.V. | 3,788 | $443,196 | $553,578.32 | - | $110,382.32 | 24.91% | +0.151% |
| AFRM Affirm Holdings, Inc. | 9,520 | $471,684.2 | $708,288 | - | $236,603.8 | 50.16% | -2.002% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,487 | $446,896.04 | $427,409.18 | - | -$19,486.86 | -4.36% | -0.162% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 4,889 | $215,156.4 | $203,431.29 | - | -$11,725.11 | -5.45% | -0.288% |
| AIQ Global X Artificial Intelligence & Technology ETF | 175,793 | $8.67M | $10.97M | - | $2.29M | 26.43% | -2.653% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 58,189 | $4.46M | $5.78M | - | $1.32M | 29.57% | -1.11% |
| AJG Arthur J. Gallagher & Co. | 1,169 | $306,012.38 | $293,401.46 | - | -$12,610.92 | -4.12% | +0.354% |
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FAQ
Which stocks have generated the highest profits for Rob C. Alston Jr?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan U.S. Quality Factor ETF - $4.98M, Entergy Corporation - $3.55M, Dimensional U.S. Equity Market ETF - $3M, Schwab Fundamental U.S. Large Company Index ETF - $1.94M, and Invesco KBW Bank ETF - $1.65M. 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: Viking Therapeutics Inc - $413,354.48, Intuit Inc - $379,270.39, Adobe Inc - $376,521, Comcast Corp - $364,136.83, and Intel Corporation - $351,059.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rob C. Alston Jr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.75M earned over time. The largest contributors to dividend income include JPMorgan U.S. Quality Factor ETF - $2.2M, Eaton Vance Total Return Fund - $1.35M, Dimensional U.S. Equity Market ETF - $1.22M, PIMCO Multisector Bond Active ETF - $896,962.12, and Capital Group Core Plus Income ETF - $729,031.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rob C. Alston Jr's monthly returns?
Rob C. Alston Jr'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 Rob C. Alston Jr's strategy be considered aggressive or moderate?
Rob C. Alston Jr'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 Rob C. Alston Jr's strategy?
Rob C. Alston Jr's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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