KBC
Kevin B. Crawford Portfolio
Invests via JB Capital LLC | Managed by Kevin B. Crawford
Invests via JB Capital LLC
Managed by Kevin B. Crawford
Automatically Tracked
Kevin B. Crawford Profile
Kevin B. Crawford is a seasoned corporate leader with extensive experience in driving growth and operational excellence across various sectors. He has played pivotal roles in large organizations, focusing on enhancing organizational efficiencies while navigating complex market landscapes. With a strong background in strategic planning and execution, he is recognized for his ability to lead teams through transformation and change initiatives effectively. His industry insights have positioned him as a valuable advisor within the capital markets, where he influences key decision-making processes that impact business outcomes.
Kevin B. Crawford is a seasoned corporate leader with extensive experience in driving growth and operational excellence across various sectors. He has played pivotal roles in large organizations, focusing on enhancing organizational efficiencies while navigating complex market landscapes. With a strong background in strategic planning and execution, he is recognized for his ability to lead teams through transformation and change initiatives effectively. His industry insights have positioned him as a valuable advisor within the capital markets, where he influences key decision-making processes that impact business outcomes.
Investment Philosophy & Strategy
Innovation and strategic agility drive Kevin B. Crawford's investment approach, reflecting his multifaceted background in corporate leadership. Leveraging his operational excellence experience, he seeks out transformative opportunities that enhance organizational capabilities and market competitiveness. This proactive orientation enables him to identify growth pathways within sectors ripe for disruption while ensuring investments align with sustainable value creation. His insights into industry dynamics guide a hands-on engagement with teams, fostering a culture of adaptability that capitalizes on emerging trends. Ultimately, this philosophy underscores a commitment to harnessing innovation as a catalyst for long-term success.
Innovation and strategic agility drive Kevin B. Crawford's investment approach, reflecting his multifaceted background in corporate leadership. Leveraging his operational excellence experience, he seeks out transformative opportunities that enhance organizational capabilities and market competitiveness. This proactive orientation enables him to identify growth pathways within sectors ripe for disruption while ensuring investments align with sustainable value creation. His insights into industry dynamics guide a hands-on engagement with teams, fostering a culture of adaptability that capitalizes on emerging trends. Ultimately, this philosophy underscores a commitment to harnessing innovation as a catalyst for long-term success.
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:
45.6%
Gain +2.16%
Monthly
0.6%
Yearly
7.46%
Drawdown
15.77%
$2.8B
Equity
Holdings
$2.8B
Investment
$2.14B
$916.87M
Profit +$65.96M
Realized
$250.21M
Unrealized
$666.66M
Dividends
$140.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.16%
Profit
$65.96M
Win %
75%
This Week
Compared To Last Week
Gain
-2.02%
Profit
-$57.66M
Win %
75%
This Month
Compared to last month
Gain
-1.35%
Profit
-$38.37M
Win %
75%
This Year
Compared to last year
Gain
8.04%
Profit
$216.23M
Win %
76%
LRCX Lam Research Corporation
+12.65%
+$92,923.04 
MU Micron Technology, Inc.
+11.69%
+$2.57M 
AMAT Applied Materials, Inc.
+11.17%
+$51,013.68 
CLF Cleveland-Cliffs Inc.
+10.39%
+$596,744.97 
INTC Intel Corporation
+9.28%
+$52,122.56 
SOXX iShares Semiconductor ETF
+8.39%
+$37,198.98 
AMD Advanced Micro Devices, Inc.
+7.96%
+$687,513.93 
CRS Carpenter Technology Corporation
+7.49%
+$526,265.76 
SWK Stanley Black & Decker Inc.
+7.36%
+$51,630.6 
BAI iShares A.I. Innovation and Tech Active ETF
+7.13%
+$6.9M 
SMH VanEck Semiconductor ETF
+6.78%
+$216,797.4 
HON Honeywell International Inc.
+6.43%
+$239,723.44 
QCOM QUALCOMM Incorporated
+6.16%
+$1.9M 
BA Boeing Company
+6.05%
+$19,566.72 
SMTC Semtech Corporation
+6.02%
+$544,607.67 
NXPI NXP Semiconductors N.V.
+5.95%
+$1.45M 
DELL Dell Technologies Inc.
+5.94%
+$753,043.72 
FDX FedEx Corporation
+5.84%
+$12,632.82 
CGNX Cognex Corporation
+5.83%
+$331,165.44 
TXN Texas Instruments Inc
+5.33%
+$334,835.3 
UPS United Parcel Service, Inc.
+5.22%
+$195,134.17 
NEM Newmont Corporation
+5.2%
+$15,155.33 
GD General Dynamics Corporation
+5.2%
+$123,260.27 
ITA iShares U.S. Aerospace & Defense ETF
+4.95%
+$42,745.28 
ETN Eaton Corporation plc
+4.88%
+$104,515.66 
CAT Caterpillar Inc.
+4.83%
+$65,482.61 
AMGN Amgen Inc.
+4.79%
+$814,624.19 
IXN iShares Global Tech ETF
+4.73%
+$22,589.16 
IDEF iShares U.S. Defense & Aerospace Index ETF
+4.66%
+$2.31M 
TSLA Tesla, Inc.
+4.63%
+$76,369.74 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$4.02M 
GEV GE Vernova Inc.
+4.58%
+$36,064.55 
LMT Lockheed Martin Corporation
+4.57%
+$18,479.98 
GE General Electric Company
+4.43%
+$47,316.15 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$6.46M 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+4.35%
+$12,854.88 
GNTX Gentex Corporation
+4.34%
+$73,804.32 
WMS Advanced Drainage Systems, Inc.
+4.29%
+$11,138.85 
UI Ubiquiti Inc.
+4.29%
+$7,883.7 
LITE Lumentum Holdings Inc.
+4.26%
+$353,636.22 
APTV Aptiv PLC
+4.23%
+$133,639.2 
CR Crane NXT Co.
+4.23%
+$30,888.45 
CMI Cummins Inc.
+4.03%
+$26,513.06 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$3.27M 
RTX RTX Corporation
+3.83%
+$592,150.8 
J Jacobs Solutions Inc.
+3.75%
+$151,068.24 
EMR Emerson Electric Co.
+3.71%
+$672,058.6 
SOUN SoundHound AI Inc.
+3.7%
+$11,327.25 
SCHF Schwab International Equity ETF
+3.67%
+$12,261.76 
TGT Target Corporation
+3.64%
+$795,177.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$9,772.5 
SBUX Starbucks Corporation
+3.53%
+$9,799.92 
C Citigroup Inc.
+3.47%
+$135,246.93 
AVGO Broadcom Inc.
+3.47%
+$826,553.96 
ALLE Allegion plc
+3.43%
+$45,114.74 
IYW iShares U.S. Technology ETF
+3.39%
+$28,456.72 
FNDF Schwab Fundamental International Large Company Index ETF
+3.38%
+$142,058.4 
VGT Vanguard Information Technology ETF
+3.32%
+$73,495.92 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$740,482.62 
CROX Crocs, Inc.
+3.22%
+$219,561.24 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.2%
+$21,946.15 
GLD SPDR Gold Shares
+3.1%
+$30,593.94 
IAU iShares Gold Trust
+3.05%
+$318,029.4 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$696,819.86 
EBAY eBay Inc.
+3.01%
+$15,030.4 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$6,608.68 
IWM iShares Russell 2000 ETF
+2.99%
+$8,556.46 
MS Morgan Stanley
+2.91%
+$11,660.74 
HPE Hewlett Packard Enterprise Company
+2.86%
+$229,082.1 
USXF iShares ESG Aware MSCI USA ETF
+2.77%
+$7,111.8 
MAR Marriott International Inc. - Class A
+2.76%
+$28,995.2 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.69%
+$18,010.45 
CARR Carrier Global Corporation
+2.68%
+$93,748.2 
IBIT iShares Bitcoin Trust
+2.62%
+$8,744.58 
LAD Lithia Motors Inc.
+2.58%
+$45,491.24 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$3.17M 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$5,858.43 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.54%
+$14,298.48 
CVS CVS Health Corporation
+2.54%
+$26,341.71 
CSCO Cisco Systems, Inc.
+2.53%
+$21,313.81 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$16,381.5 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$19,581.93 
TT Trane Technologies plc
+2.43%
+$17,444.28 
WBD Warner Bros. Discovery, Inc.
+2.4%
+$8,896.23 
BLCR iShares Large Cap Core ACT ETF
+2.38%
+$1.43M 
BMY Bristol-Myers Squibb Company
+2.37%
+$7,376.16 
ICVT iShares Convertible Bond ETF
+2.34%
+$8,440.2 
HD The Home Depot, Inc.
+2.26%
+$57,687.13 
LOW Lowe's Companies Inc.
+2.26%
+$11,492.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$3.96M 
PFE Pfizer Inc.
+2.23%
+$27,215.79 
HBAN Huntington Bancshares Incorporated
+2.2%
+$72,743.85 
OMC Omnicom Group Inc.
+2.19%
+$30,499.74 
NVDA NVIDIA Corporation
+2.17%
+$295,564.4 
LLY Eli Lilly and Company
+2.13%
+$29,076.21 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.08%
+$3.36M 
IWD iShares Russell 1000 Value ETF
+1.99%
+$7,419.56 
AKAM Akamai Technologies Inc.
+1.92%
+$177,970.26 
WBS Webster Financial Corporation
+1.89%
+$6,827.2 
MGK Vanguard Mega Cap Growth ETF
+1.88%
+$9,016 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$22,816.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$8,927.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$28,892.01 
VUG Vanguard Growth ETF
+1.78%
+$14,196.72 
DIS The Walt Disney Company
+1.77%
+$79,626.75 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+1.76%
+$4,554.68 
IWB iShares Russell 1000 ETF
+1.74%
+$12,666.05 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$17,320.25 
VOO Vanguard S&P 500 ETF
+1.72%
+$49,128.05 
IVV iShares Core S&P 500 ETF
+1.72%
+$4.87M 
ITW Illinois Tool Works Inc.
+1.71%
+$3,680.74 
MTB M&T Bank Corporation
+1.7%
+$10,654 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$1.32M 
ATR AptarGroup, Inc.
+1.67%
+$21,672.06 
AXP American Express Company
+1.64%
+$3,733.75 
ESGU iShares ESG Aware MSCI USA ETF
+1.64%
+$20,525.04 
EWBC East West Bancorp Inc.
+1.63%
+$165,415.14 
DSI iShares MSCI KLD 400 Social ETF
+1.61%
+$5,683.2 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$6,504.33 
BALI iShares Adaptive Large Cap ETF
+1.58%
+$52,016.64 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$14,552.2 
OEF iShares S&P 100 ETF
+1.57%
+$6,120.17 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+1.56%
+$7,828.13 
CM Canadian Imperial Bank of Commerce
+1.55%
+$5,003.46 
REGN Regeneron Pharmaceuticals, Inc.
+1.54%
+$61,455.11 
DE Deere & Company
+1.53%
+$4,899.19 
IRM Iron Mountain Inc.
+1.48%
+$8,419.32 
YUM Yum! Brands, Inc.
+1.47%
+$3,530.71 
AMZN Amazon.com Inc
+1.45%
+$119,111.25 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+1.44%
+$3,205.4 
SYY Sysco Corporation
+1.41%
+$5,348.42 
JPM JPMorgan Chase & Co.
+1.4%
+$315,221.03 
AAPL Apple Inc.
+1.39%
+$539,468.1 
MRK Merck & Co., Inc.
+1.39%
+$267,973.85 
PYPL PayPal Holdings Inc
+1.35%
+$44,882.75 
GORO Gold Resource Corporation
+1.27%
+$330 
LIN Linde plc
+1.23%
+$3,023.09 
IGF iShares Global Infrastructure ETF
+1.21%
+$8,008.8 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$6,707.23 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$3,411.22 
CFR Cullen/Frost Bankers Inc.
+1.14%
+$60,762 
TLH iShares 10-20 Year Treasury Bond ETF
+1.13%
+$557,235.84 
BAC Bank of America Corporation
+1.09%
+$8,375.22 
LAMR Lamar Advertising Company
+1.07%
+$49,160.52 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$1.95M 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+1.05%
+$19,907.6 
MAGS Roundhill Magnificent Seven Fund
+1.04%
+$4,097.72 
PLD Prologis Inc.
+0.97%
+$194,202.04 
SPG Simon Property Group, Inc.
+0.96%
+$2,221.56 
GOOG Alphabet Inc
+0.91%
+$11,049.8 
IBM International Business Machines Corporation
+0.91%
+$9,870.44 
FRT Federal Realty Investment Trust
+0.87%
+$50,191.56 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$36,007.04 
MCD McDonald's Corporation
+0.83%
+$18,543.93 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$2,989.47 
XLF Financial Select Sector SPDR Fund
+0.76%
+$4,991.22 
BKR Baker Hughes Company
+0.73%
+$36,707.08 
OTIS Otis Worldwide Corporation
+0.7%
+$11,330.76 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.7%
+$3,808.32 
PLTR Palantir Technologies Inc.
+0.69%
+$5,473.38 
IEF iShares 7-10 Year Treasury Bond ETF
+0.69%
+$8,659.95 
GOF Guggenheim Strategic Opportunities Fund
+0.69%
+$1,953.45 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.68%
+$21,457.6 
SYSB iShares Systematic Bond ETF
+0.67%
+$4,872.22 
MBB iShares MBS ETF
+0.65%
+$203,142.2 
IGEB iShares Investment Grade Corporate Bond ETF
+0.65%
+$16,194.18 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.65%
+$40,425.66 
MRSH Marsh & McLennan Companies, Inc.
+0.59%
+$28,244.7 
DVY iShares Select Dividend ETF
+0.59%
+$2,229.16 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$3,120.12 
BLK BlackRock, Inc.
+0.57%
+$13,264.97 
IUSB iShares Core Universal USD Bond ETF
+0.57%
+$653,170.96 
ABT Abbott Laboratories
+0.56%
+$1,368.18 
GOVT iShares U.S. Treasury Bond ETF
+0.55%
+$174,028.37 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$118,457.6 
WFC Wells Fargo & Company
+0.54%
+$1,195.04 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.52%
+$9,937.43 
AN AutoNation Inc.
+0.5%
+$24,779.62 
SACH Sachem Capital Corp.
+0.49%
+$66.65 
UNP Union Pacific Corporation
+0.49%
+$2,195.16 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$140,382.17 
JPC Nuveen Preferred & Income Opportunities Fund
+0.45%
+$617.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$3,662.82 
GOOGL Alphabet Inc
+0.42%
+$69,027.14 
ITT Itt Inc.
+0.41%
+$19,490.2 
TJX The TJX Companies, Inc.
+0.39%
+$943.15 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$13,146.36 
BINC iShares Flexible Income Active ETF
+0.29%
+$49,407.9 
FDLO Fidelity Low Volatility Factor ETF
+0.28%
+$688.18 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
+0.27%
+$3,394.79 
HR Healthcare Realty Trust Incorporated
+0.27%
+$590.26 
MUB iShares National Muni Bond ETF
+0.21%
+$8,681.42 
LMUB iShares Long-Term National Muni Bond ETF
+0.2%
+$6,412.1 
TRV The Travelers Companies, Inc.
+0.17%
+$2,153.26 
MDT Medtronic plc
+0.11%
+$17,881.92 
BKFI BNY Mellon Active Core Bond ETF
+0.08%
+$338.34 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$534.94 
TAXE T. Rowe Price Intermediate Municipal Fund
+0.08%
+$247.56 
AFG American Financial Group Inc.
+0.05%
+$304.29 
CLOA iShares AAA CLO ETF
+0.04%
+$1,731.14 
GTLS Chart Industries Inc.
+0.01%
+$487.4 
ANTM Anthem Inc
0%
$0 
CMCSA Comcast Corp
0%
$0 
FSSL
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
SIRI
0%
$0 
SQ Block, Inc.
0%
$0 
ORCL Oracle Corporation
-8.58%
-$27,735.6 
CHWY Chewy Inc.
-6.03%
-$219,718.49 
DVN Devon Energy Corporation
-4.27%
-$143,622.28 
COP ConocoPhillips
-3.79%
-$9,089.08 
XOM Exxon Mobil Corporation
-2.68%
-$101,672.87 
CRM Salesforce Inc
-2.6%
-$4,913.98 
MO Altria Group, Inc.
-2.35%
-$8,125.28 
CVX Chevron Corporation
-2.1%
-$21,802.44 
PSX Phillips 66
-2.03%
-$5,099.1 
MSFT Microsoft Corp.
-1.77%
-$218,153.52 
ACN Accenture plc Class A
-1.74%
-$25,494.48 
AMT American Tower Corporation
-1.69%
-$28,387.26 
FSK FS KKR Capital Corp.
-1.59%
-$2,743.65 
EPD Enterprise Products Partners L.P.
-1.56%
-$28,856.9 
TPL Texas Pacific Land Corporation
-1.53%
-$55,832.98 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$2,616.2 
PM Philip Morris International Inc.
-1.27%
-$15,312.76 
KO The Coca-Cola Company
-1.27%
-$14,372.54 
V Visa Inc. Class A
-1.21%
-$32,132.02 
AKRE Akre Focus ETF
-1.12%
-$2,591.6 
ES Eversource Energy
-1.11%
-$18,047.12 
GLOB Globant S.A.
-1.08%
-$39,732.4 
WAT Waters Corporation
-0.95%
-$7,552.05 
NFLX Netflix, Inc.
-0.9%
-$2,776.83 
TSN Tyson Foods Inc.
-0.89%
-$40,641 
T AT&T Inc.
-0.86%
-$6,583.2 
COST Costco Wholesale Corporation
-0.82%
-$6,500.39 
SO The Southern Company
-0.79%
-$3,044.35 
OGE Oge Energy Corp.
-0.69%
-$3,724.71 
BP BP p.l.c. Sponsored ADR
-0.69%
-$1,256.11 
DUK Duke Energy Corporation
-0.67%
-$2,572.64 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$5,016.7 
SCHW Charles Schwab Corporation
-0.62%
-$10,220.65 
ATO Atmos Energy Corporation
-0.6%
-$1,151.58 
UNH UnitedHealth Group Incorporated
-0.54%
-$18,394.76 
BTHM iShares U.S. Thematic Rotation Active ETF
-0.47%
-$378,018.6 
META Meta Platforms Inc Class A
-0.45%
-$33,068.86 
PG Procter & Gamble Co
-0.45%
-$5,614.63 
PEP PepsiCo, Inc.
-0.44%
-$75,630.18 
FISV Fiserv, Inc.
-0.41%
-$14,848.24 
CI The Cigna Group
-0.31%
-$8,157.57 
PEGA Pegasystems Inc.
-0.3%
-$11,223.8 
BDX Becton, Dickinson and Company
-0.28%
-$7,639.53 
XLP Consumer Staples Select Sector SPDR Fund
-0.27%
-$901.37 
HDV iShares Core High Dividend ETF
-0.22%
-$8,956.8 
NTAP NetApp, Inc.
-0.12%
-$7,691.77 
AEP American Electric Power Company, Inc.
-0.1%
-$341.9 
WMT Walmart Inc.
-0.09%
-$18,644.89 
ABBV AbbVie Inc.
-0.08%
-$2,143.2 
JNJ Johnson & Johnson
-0.05%
-$1,052.11 
VZ Verizon Communications Inc.
-0.04%
-$440.42 
GIS General Mills, Inc.
-0.03%
-$921.92 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4073 | Longs Won 2482/4073 60% | Profit Factor 7.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.64M |
| Average Win $428,340.37 | Best Trade (Jun 11) $41.7M | Sharpe Ratio -8.84 |
| Average Loss -$91,935.99 | Worst Trade (Dec 31) -$7.64M | Z-Score 10.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $225,109.41 |
| 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 | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
