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:
82.13%
Gain +1.28%
Monthly
1.06%
Yearly
13.49%
Drawdown
21.12%
$2.79B
Equity
Holdings
$2.79B
Investment
$2.31B
$849.82M
Profit +$25.32M
Realized
$367.92M
Unrealized
$481.9M
Dividends
$152.38M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.28%
Profit
$25.32M
Win %
74%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$33.84M
Win %
74%
This Month
Compared to last month
Gain
-2.5%
Profit
-$71.56M
Win %
74%
This Year
Compared to last year
Gain
-2.55%
Profit
-$72.61M
Win %
73%
LAD Lithia Motors Inc.
+19.3%
+$161,719.46 
GLOB Globant S.A.
+8.66%
+$352,506.24 
SQ Block, Inc.
+6.52%
+$26,709.3 
ACN Accenture plc Class A
+5.17%
+$34,678.25 
NOW ServiceNow, Inc.
+4.65%
+$249,176.92 
COP ConocoPhillips
+3.47%
+$7,967.52 
CMCSA Comcast Corp
+1.74%
+$4,153.8 
BDX Becton, Dickinson and Company
+1.24%
+$66,853.18 
WMT Walmart Inc.
+0.99%
+$202,804.36 
GOOGL Alphabet Inc
+0.9%
+$116,082.39 
ABT Abbott Laboratories
+0.68%
+$1,972.46 
AZN AstraZeneca PLC American Depositary Shares
+0.47%
+$94,320.5 
MO Altria Group, Inc.
+0.13%
+$476.3 
WBD Warner Bros. Discovery, Inc.
+0.12%
+$424.62 
XOM Exxon Mobil Corporation
+0.1%
+$4,233.79 
CLOA iShares AAA CLO ETF
+0.07%
+$2,419.66 
T AT&T Inc.
+0.04%
+$2,430.03 
BKFI BNY Mellon Active Core Bond ETF
+0.02%
+$85.53 
LMUB iShares Long-Term National Muni Bond ETF
+0.02%
+$883.56 
TMO Thermo Fisher Scientific Inc.
+0.01%
+$20.21 
MMM 3M Company
+0.01%
+$12.46 
MS Morgan Stanley
+0.01%
+$18.89 
ABBV AbbVie Inc.
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFG American Financial Group Inc.
0%
$0 
AKRE Akre Focus ETF
0%
$0 
ALLE Allegion plc
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AN AutoNation Inc.
0%
$0 
APTV Aptiv PLC
0%
$0 
ATR AptarGroup, Inc.
0%
$0 
BA Boeing Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BALI iShares Adaptive Large Cap ETF
0%
$0 
BG Bunge Global S.A.
0%
$0 
BILT iShares Infrastructure Active ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BKR Baker Hughes Company
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CFR Cullen/Frost Bankers Inc.
0%
+$0.08 
CGNX Cognex Corporation
0%
$0 
CHWY Chewy Inc.
0%
$0 
CLF Cleveland-Cliffs Inc.
0%
$0 
CM Canadian Imperial Bank of Commerce
0%
$0 
CMI Cummins Inc.
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
COST Costco Wholesale Corporation
0%
-$0.01 
CRS Carpenter Technology Corporation
0%
+$0.14 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
-$0.14 
DIS The Walt Disney Company
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
+$0.01 
DUK Duke Energy Corporation
0%
-$0.03 
DVN Devon Energy Corporation
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
EBAY eBay Inc.
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
0%
$0 
EMR Emerson Electric Co.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ES Eversource Energy
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
+$0.08 
ETN Eaton Corporation plc
0%
$0 
EUFN iShares MSCI Europe Financials ETF
0%
$0 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
0%
$0 
EWBC East West Bancorp Inc.
0%
$0 
FDLO Fidelity Low Volatility Factor ETF
0%
$0 
FDX FedEx Corporation
0%
-$0.01 
FLS Flowserve Corporation
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
+$0.48 
GIS General Mills, Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLW Corning Incorporated
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
GOOG Alphabet Inc
0%
$0 
GORO Gold Resource Corporation
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HR Healthcare Realty Trust Incorporated
0%
$0 
IALT iShares Systematic Alternatives Active ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGEB iShares Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.01 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ITT Itt Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$19.71 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWB iShares Russell 1000 ETF
0%
-$0.02 
IWD iShares Russell 1000 Value ETF
0%
+$0.01 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXN iShares Global Tech ETF
0%
+$0.04 
IYW iShares U.S. Technology ETF
0%
$0 
JBL Jabil Inc.
0%
-$0.01 
JNJ Johnson & Johnson
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
KO The Coca-Cola Company
0%
$0 
LAMR Lamar Advertising Company
0%
-$0.31 
LITE Lumentum Holdings Inc.
0%
+$0.1 
LRCX Lam Research Corporation
0%
+$0.02 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
+$0.09 
MDT Medtronic plc
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.01 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$2.12 
MUB iShares National Muni Bond ETF
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
ONEQ Fidelity Nasdaq Composite Index Fund
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PEGA Pegasystems Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLD Prologis Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$0.98 
PSUS Pershing Square USA Ltd.
0%
$0 
PSX Phillips 66
0%
-$0.01 
PYPL PayPal Holdings Inc
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$0.16 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
REZ iShares Residential and Multisector Real Estate ETF
0%
-$0.01 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SIRI Sirius XM Holdings Inc.
0%
$0 
SJM The J.M. Smucker Company
0%
-$0.03 
SMH VanEck Semiconductor ETF
0%
+$0.15 
SMTC Semtech Corporation
0%
$0 
SO The Southern Company
0%
$0 
SOUN SoundHound AI Inc.
0%
$0 
SOXX iShares Semiconductor ETF
0%
+$0.01 
SPG Simon Property Group, Inc.
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
TAXE T. Rowe Price Intermediate Municipal Fund
0%
$0 
TGT Target Corporation
0%
$0 
THRO iShares U.S. Thematic Rotation Active ETF
0%
+$1.18 
TJX The TJX Companies, Inc.
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TPL Texas Pacific Land Corporation
0%
-$0.1 
TRV The Travelers Companies, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
-$0.11 
UAL United Airlines Holdings, Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
-$0.09 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
-$0.38 
V Visa Inc. Class A
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VG Venture Global Inc.
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
-$0.01 
VOO Vanguard S&P 500 ETF
0%
-$0.09 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.04 
VUG Vanguard Growth ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WBS Webster Financial Corporation
0%
+$0.02 
XLP Consumer Staples Select Sector SPDR Fund
0%
+$0.01 
YUM Yum! Brands, Inc.
0%
$0 
FSSL
-21.14%
-$191.47 
MU Micron Technology, Inc.
-9.94%
-$949,254.14 
CR Crane NXT Co.
-8.66%
-$73,341.4 
CAT Caterpillar Inc.
-6.91%
-$92,210.01 
AMD Advanced Micro Devices, Inc.
-5.51%
-$81,344.76 
INTC Intel Corporation
-5.12%
-$26,303.42 
GS The Goldman Sachs Group, Inc.
-5.09%
-$10,780.94 
WMS Advanced Drainage Systems, Inc.
-4.65%
-$13,547.25 
GEV GE Vernova Inc.
-4.57%
-$40,686.4 
DE Deere & Company
-4.51%
-$16,525.1 
SACH Sachem Capital Corp.
-4.43%
-$483.57 
C Citigroup Inc.
-4.03%
-$157,572.72 
ARTY iShares Future AI & Tech ETF
-4.01%
-$8,637.44 
VST Vistra Corp
-3.92%
-$300,874.64 
GE General Electric Company
-3.56%
-$46,928.16 
ITA iShares U.S. Aerospace & Defense ETF
-3.56%
-$41,210.72 
NVDA NVIDIA Corporation
-3.55%
-$452,472.64 
JPM JPMorgan Chase & Co.
-3.53%
-$971,245.8 
WFC Wells Fargo & Company
-3.45%
-$8,067 
J Jacobs Solutions Inc.
-3.34%
-$288,772.7 
SPCX Space Exploration Technologies Corp. Class A
-3.32%
-$12,772.74 
CVS CVS Health Corporation
-3.13%
-$40,403.88 
GD General Dynamics Corporation
-3.11%
-$85,022.96 
OGE Oge Energy Corp.
-3.06%
-$17,043.37 
TSLA Tesla, Inc.
-2.97%
-$39,662.88 
AVGO Broadcom Inc.
-2.78%
-$698,357.55 
XLK State Street Technology Select Sector SPDR ETF
-2.64%
-$5,247.72 
DIA SPDR Dow Jones Industrial Average ETF Trust
-2.18%
-$7,622.73 
LMT Lockheed Martin Corporation
-2.08%
-$10,160.29 
QQQ Invesco QQQ Trust, Series 1
-2.04%
-$489,236.44 
PG Procter & Gamble Co
-1.83%
-$22,784.58 
AMZN Amazon.com Inc
-1.82%
-$146,369.07 
HD The Home Depot, Inc.
-1.8%
-$49,866.6 
CROX Crocs, Inc.
-1.78%
-$143,922.24 
BLK BlackRock, Inc.
-1.67%
-$25,722.43 
SPY SPDR S&P 500 ETF Trust
-1.54%
-$19,368.58 
CI The Cigna Group
-1.52%
-$41,433.91 
AXP American Express Company
-1.52%
-$5,627.61 
RTX RTX Corporation
-1.52%
-$307,385.64 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-1.44%
-$7,147.25 
VTV Vanguard Value ETF
-1.43%
-$4,746.73 
VIG Vanguard Dividend Appreciation ETF
-1.31%
-$10,589.43 
META Meta Platforms Inc Class A
-1.31%
-$116,391.15 
EG Everest Group, Ltd.
-1.21%
-$64,309.83 
LOW Lowe's Companies Inc.
-1.17%
-$5,975.06 
MRK Merck & Co., Inc.
-1.08%
-$250,133.06 
UPS United Parcel Service, Inc.
-0.92%
-$36,413.8 
LLY Eli Lilly and Company
-0.87%
-$13,619.24 
PM Philip Morris International Inc.
-0.86%
-$11,596.19 
BMY Bristol-Myers Squibb Company
-0.79%
-$2,601 
UNP Union Pacific Corporation
-0.77%
-$3,808.12 
MSFT Microsoft Corp.
-0.71%
-$81,813.44 
AAPL Apple Inc.
-0.56%
-$253,428.21 
IBM International Business Machines Corporation
-0.49%
-$4,422.24 
PLTR Palantir Technologies Inc.
-0.43%
-$3,421.15 
EFV iShares MSCI EAFE Value ETF
-0.4%
-$221,180.16 
GNTX Gentex Corporation
-0.33%
-$2,213.25 
FRT Federal Realty Investment Trust
-0.27%
-$17,273.7 
NEM Newmont Corporation
-0.2%
-$566.1 
SECU iShares Securitized Income Active ETF
-0.08%
-$3,409.88 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.03%
-$79.24 
SYSB iShares Systematic Bond ETF
-0.01%
-$89.62 
DELL Dell Technologies Inc.
-0.01%
-$815.32 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.01%
-$523.48 
LIN Linde plc
0%
-$5 Events
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Dividends
Dividend Analysis
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| Trades 4347 | Longs Won 2625/4347 60% | Profit Factor 6.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.48M |
| Average Win $385,569.29 | Best Trade (Jul 30) $41.87M | Sharpe Ratio -9.53 |
| Average Loss -$94,249 | Worst Trade (Dec 31) -$7.64M | Z-Score 7.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $195,496.34 |
| 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 | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Kevin B. Crawford?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $88.32M, iShares MSCI USA Quality Factor ETF - $58.51M, iShares MSCI EAFE Value ETF - $48.5M, iShares U.S. Technology ETF - $32.46M, and iShares Core MSCI Emerging Markets ETF - $30.44M. 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: iShares U.S. Treasury Bond ETF - $7.97M, iShares ESG Aware MSCI EM ETF - $5.29M, iShares Fallen Angels USD Bond ETF - $3.77M, iShares TIPS Bond ETF - $3.31M, and iShares Global Tech ETF - $2.73M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin B. Crawford's portfolio generate?
The portfolio generates substantial dividend income, with a total of $152.38M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $18.02M, iShares MSCI EAFE Value ETF - $16.84M, iShares Core S&P 500 ETF - $15.64M, iShares Core MSCI Emerging Markets ETF - $5.24M, and iShares MBS ETF - $4.23M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin B. Crawford's monthly returns?
Kevin B. Crawford'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 Kevin B. Crawford's strategy be considered aggressive or moderate?
Kevin B. Crawford'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 Kevin B. Crawford's strategy?
Kevin B. Crawford'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.
