GVY
George V. Young Portfolio
Invests via VILLERE ST DENIS J & Co. LLC | Managed by George V. Young
Invests via VILLERE ST DENIS J & Co. LLC
Managed by George V. Young
Automatically Tracked
George V. Young Profile
With a distinguished career spanning various sectors, George V. Young has established himself as a prominent investor-operator known for his strategic acumen in driving business growth. His extensive experience includes leading numerous high-impact initiatives across technology and consumer markets, where he successfully enhanced operational efficiencies and scaled enterprises effectively. As an influential figure in venture capital circles, he leverages deep industry insights to identify transformative opportunities that align with emerging market trends. Notably recognized for fostering innovation and collaboration within teams, Young is positioned as a significant catalyst for sustainable development in the entrepreneurial ecosystem.
With a distinguished career spanning various sectors, George V. Young has established himself as a prominent investor-operator known for his strategic acumen in driving business growth. His extensive experience includes leading numerous high-impact initiatives across technology and consumer markets, where he successfully enhanced operational efficiencies and scaled enterprises effectively. As an influential figure in venture capital circles, he leverages deep industry insights to identify transformative opportunities that align with emerging market trends. Notably recognized for fostering innovation and collaboration within teams, Young is positioned as a significant catalyst for sustainable development in the entrepreneurial ecosystem.
Investment Philosophy & Strategy
In an era defined by rapid technological evolution, George V. Young embraces the principles of innovation-driven investing. By focusing on companies that challenge traditional paradigms and leverage disruptive technologies, he cultivates a portfolio positioned for substantial growth. His strategies prioritize early-stage ventures with significant scalability potential across diverse industries, notably within tech and consumer sectors. This entrepreneurially minded approach not only highlights his commitment to value creation but also demonstrates a keen awareness of shifting market dynamics that favor transformative business models.
In an era defined by rapid technological evolution, George V. Young embraces the principles of innovation-driven investing. By focusing on companies that challenge traditional paradigms and leverage disruptive technologies, he cultivates a portfolio positioned for substantial growth. His strategies prioritize early-stage ventures with significant scalability potential across diverse industries, notably within tech and consumer sectors. This entrepreneurially minded approach not only highlights his commitment to value creation but also demonstrates a keen awareness of shifting market dynamics that favor transformative business models.
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:
-55.73%
Gain -4.14%
Monthly
0.77%
Yearly
9.62%
Drawdown
69.91%
$2.88B
Equity
Holdings
$2.88B
Investment
$1.37B
$3.79B
Profit -$50.25M
Realized
$2.29B
Unrealized
$1.5B
Dividends
$612.27M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-4.14%
Profit
-$50.25M
Win %
75%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$22.38M
Win %
75%
This Month
Compared to last month
Gain
-4.25%
Profit
-$96.26M
Win %
75%
This Year
Compared to last year
Gain
-16.68%
Profit
-$758.83M
Win %
74%
INTC Intel Corporation
+13.37%
+$172,904.16 
BITO ProShares Bitcoin ETF
+5.68%
+$7,881.44 
FEIM Frequency Electronics, Inc.
+3.72%
+$37,193.28 
ASYS Amtech Systems Inc.
+3.63%
+$10,300 
GOOG Alphabet Inc
+2.39%
+$19,530.72 
IEMG iShares Core MSCI Emerging Markets ETF
+2.25%
+$7,358.16 
GOOGL Alphabet Inc
+2.04%
+$28,544.04 
GE General Electric Company
+2.03%
+$139,989.74 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.86%
+$163,018.68 
SRI Stoneridge Inc.
+1.86%
+$2,600 
LGND Ligand Pharmaceuticals Inc.
+1.83%
+$805,521.08 
AMGN Amgen Inc.
+1.7%
+$3,646.36 
WD Walker & Dunlop Inc.
+1.61%
+$2,440 
VWO Vanguard FTSE Emerging Markets ETF
+1.61%
+$4,972.65 
DIS The Walt Disney Company
+1.58%
+$115,004.71 
MRK Merck & Co., Inc.
+1.56%
+$190,810.78 
TY Tri-Continental Corporation
+1.42%
+$4,770.64 
NVDA NVIDIA Corporation
+1.41%
+$6,369.55 
ESGU iShares ESG Aware MSCI USA ETF
+1.36%
+$5,675 
MS Morgan Stanley
+1.35%
+$39,209.4 
SPY SPDR S&P 500 ETF Trust
+1.31%
+$8,283.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.3%
+$5,579.5 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.29%
+$4,295.4 
SUSA iShares MSCI USA ESG Select ETF
+1.27%
+$4,937.5 
BLK BlackRock, Inc.
+1.25%
+$4,489 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.25%
+$9,580.85 
DD DuPont de Nemours, Inc.
+1.23%
+$24,433.46 
AMZN Amazon.com Inc
+1.17%
+$405,773.71 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.15%
+$4,771.2 
MCHP Microchip Technology Incorporated
+1.13%
+$163,124.05 
POOL Pool Corporation
+1.11%
+$180,499.01 
IDXX IDEXX Laboratories, Inc.
+1.04%
+$179,344.38 
LINE Lineage, Inc.
+0.92%
+$210,288.3 
ON ON Semiconductor Corporation
+0.84%
+$137,986.29 
SCHH Schwab U.S. REIT ETF
+0.79%
+$6,690.24 
WMT Walmart Inc.
+0.76%
+$15,938.14 
LMT Lockheed Martin Corporation
+0.76%
+$202,821.36 
JNJ Johnson & Johnson
+0.74%
+$291,333.97 
FCX Freeport-McMoRan Inc.
+0.73%
+$220,686.44 
AAPL Apple Inc.
+0.71%
+$232,474.5 
SCHV Schwab U.S. Large-Cap Value ETF
+0.7%
+$32,258.64 
SCHY Schwab International Dividend Equity ETF
+0.69%
+$9,730.35 
SCHM Schwab U.S. Mid-Cap ETF
+0.68%
+$21,019.71 
SCHA Schwab U.S. Small-Cap ETF
+0.67%
+$2,000.24 
ACOG Alpha Cognition Inc.
+0.61%
+$3,863.88 
WFC Wells Fargo & Company
+0.6%
+$669,413.68 
HRB H&R Block Inc.
+0.54%
+$292,968.96 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.53%
+$2,537.61 
UBER Uber Technologies, Inc.
+0.51%
+$80,312.4 
IWS iShares Russell Mid-Cap Value ETF
+0.48%
+$1,616.21 
AXP American Express Company
+0.43%
+$25,532.26 
GWW W.W. Grainger, Inc.
+0.41%
+$77,256.15 
JPM JPMorgan Chase & Co.
+0.4%
+$162,427.28 
STE STERIS plc
+0.31%
+$61,738.17 
RF Regions Financial Corporation
+0.26%
+$1,798.68 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.26%
+$575.52 
ABT Abbott Laboratories
+0.21%
+$54,763.35 
SCHD Schwab U.S. Dividend Equity ETF
+0.16%
+$3,999.38 
MCD McDonald's Corporation
+0.15%
+$29,752.48 
KEY KeyCorp
+0.12%
+$1,625.8 
PG Procter & Gamble Co
+0.09%
+$1,690 
CZR Caesars Entertainment, Inc.
+0.08%
+$2,101.82 
V Visa Inc. Class A
+0.08%
+$30,979.78 
PNC The PNC Financial Services Group, Inc.
+0.07%
+$782.34 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.06%
+$505.67 
BAC-PL Bank of America Corporation
+0.05%
+$9,582.76 
SLB Schlumberger Limited
+0.04%
+$2,042.4 
CSCO Cisco Systems, Inc.
+0.01%
+$99 
MSFT Microsoft Corp.
0%
+$1,186.62 
GIFI Gulf Island Fabrication Inc.
0%
$0 
LEG Leggett & Platt, Inc.
0%
$0 
CERN Cerner Corp
0%
$0 0660
06605F102
0%
$0 3189
318900107
0%
$0 6070
607059102
0%
$0 ONE
ONE
0%
$0 8141
81413P204
0%
$0 BLS
BLS
0%
$0 0019
001957109
0%
$0 5682
568240204
0%
$0 SGP
SGP
0%
$0 MAY
MAY
0%
$0 S
S
0%
$0 RD
RD
0%
$0 MMR
MMR
0%
$0 WAG
WAG
0%
$0 5526
55268B106
0%
$0 7487
748767100
0%
$0 4064
40642Y105
0%
$0 LU
LU
0%
$0 SLR
SLR
0%
$0 9344
934488107
0%
$0 0865
08658U101
0%
$0 9297
929771103
0%
$0 AEN
AEN
0%
$0 P748
P74823108
0%
$0 QLTI
QLTI
0%
$0 HIB
HIB
0%
$0 SVM
SVM
0%
$0 CGI
CGI
0%
$0 RDC
RDC
0%
$0 4956
495667107
0%
$0 OPMR
OPMR
0%
$0 CLE
CLE
0%
$0 SPC
SPC
0%
$0 SLE
SLE
0%
$0 0266
026609107
0%
$0 STEI
STEI
0%
$0 LNCR
LNCR
0%
$0 INSU
INSU
0%
$0 LAYN
LAYN
0%
$0 SMRT
SMRTQ
0%
$0 SGY
SGY
0%
$0 AIPC
AIPC
0%
$0 DDR
DDR
0%
$0 EPR
EPR
0%
$0 UPC
UPC
0%
$0 6941
694185208
0%
$0 1667
166751107
0%
$0 3376
33763V109
0%
$0 PTON
PTON
0%
$0 3623
362320103
0%
$0 2839
283905107
0%
$0 9047
904784501
0%
$0 OLG
OLG
0%
$0 6740
674098108
0%
$0 WTNY
WTNY
0%
$0 VTCH
VTCH
0%
$0 CHUX
CHUX
0%
$0 0701
070107107
0%
$0 PHEL
PHEL
0%
$0 PHEL
PHELK
0%
$0 7257
725790208
0%
$0 0391
039101100
0%
$0 BHAG
BHAG
0%
$0 1259
125960104
0%
$0 2700
270018104
0%
$0 4131
413136102
0%
$0 LBI
LBI
0%
$0 RVFD
RVFD
0%
$0 1609
160902102
0%
$0 2695
269524104
0%
$0 POOL
POOL
0%
$0 5993
59935P100
0%
$0 PMCO
PMCOQ
0%
$0 COMS
COMS
0%
$0 H591
H5919C104
0%
$0 7181
718154107
0%
$0 3022
302290101
0%
$0 VELC
VELCF
0%
$0 4458
445891203
0%
$0 7846
784605107
0%
$0 8362
836234104
0%
$0 INYY
INYYQ
0%
$0 4064
40642YAC9
0%
$0 7431
74315R105
0%
$0 3359
335914206
0%
$0 6762
676255AD4
0%
$0 4064
40642YAA3
0%
$0 4587
458771AB8
0%
$0 5128
51282P106
0%
$0 
GLASF Glass House Brands Inc.
-8.64%
-$56,100 
CLGN CollPlant Biotechnologies Ltd.
-5.04%
-$13,947.2 
DDD 3D Systems Corporation
-4.54%
-$61,245.86 
AESI Atlas Energy Solutions Inc.
-3.95%
-$721,874.96 
UPS United Parcel Service, Inc.
-3.84%
-$531,517.4 
FNMA Fannie Mae
-3.67%
-$23,458.16 
XOM Exxon Mobil Corporation
-3.1%
-$25,907.65 
UNP Union Pacific Corporation
-2.71%
-$164,801.7 
BP BP p.l.c. Sponsored ADR
-2.61%
-$81,568.64 
SMG Scotts Miracle-Gro Co.
-2.21%
-$135,024 
CVX Chevron Corporation
-2.12%
-$797,916.79 
NEXM NexMetals Mining Corp. Common Stock
-1.57%
-$2,674 
NSC Norfolk Southern Corporation
-1.35%
-$3,595.5 
ALL Allstate Corporation
-1.12%
-$44,539.56 
FIBK First Interstate Bancsystem Inc.
-1.07%
-$227,080.4 
JKHY Jack Henry & Associates, Inc.
-1.03%
-$3.48M 
ROP Roper Technologies Inc.
-1.01%
-$196,306.22 
NPKI NPK International Inc.
-0.94%
-$91,140 
CL Colgate-Palmolive Company
-0.85%
-$191,847.96 
RSG Republic Services, Inc.
-0.81%
-$126,410.74 
TDW Tidewater Inc.
-0.76%
-$164,904.96 
KVUE Kenvue Inc.
-0.59%
-$68,304.39 
UNH UnitedHealth Group Incorporated
-0.57%
-$1,397.49 
MDLZ Mondelez International, Inc.
-0.52%
-$88,016.81 
GLD SPDR Gold Shares
-0.52%
-$2,113.29 
HWC Hancock Whitney Corporation
-0.51%
-$491,446.02 
TPL Texas Pacific Land Corporation
-0.48%
-$5,239.03 
HD The Home Depot, Inc.
-0.46%
-$117,308.48 
EPD Enterprise Products Partners L.P.
-0.44%
-$1,020 
OPCH Option Care Health Inc.
-0.4%
-$76,387.36 
MRSH Marsh & McLennan Companies, Inc.
-0.37%
-$6,966 
PEP PepsiCo, Inc.
-0.36%
-$69,708.05 
WY Weyerhaeuser Company
-0.35%
-$562.5 
SYK Stryker Corporation
-0.35%
-$62,212.58 
KO The Coca-Cola Company
-0.32%
-$133,305.33 
TRV The Travelers Companies, Inc.
-0.3%
-$3,666.33 
JBHT J.B. Hunt Transport Services, Inc.
-0.22%
-$1,066 
PLMR Palomar Holdings Inc.
-0.19%
-$54,975.58 
IBM International Business Machines Corporation
-0.17%
-$3,877.19 
SLF Sun Life Financial Inc.
-0.17%
-$584.78 
RELY Remitly Global, Inc.
-0.09%
-$700 
PGR Progressive Corporation
-0.08%
-$13,165.02 
PFE Pfizer Inc.
-0.05%
-$8,338.1 
BRK-B Berkshire Hathaway Inc.
-0.05%
-$319.41 
BMY Bristol-Myers Squibb Company
-0.02%
-$2,979.72 
VZ Verizon Communications Inc.
-0.01%
-$2,044.98 Events
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Dividends
Dividend Analysis
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No Data
| Trades 6446 | Longs Won 3995/6446 61% | Profit Factor 3.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $11.39M |
| Average Win $1.67M | Best Trade (Mar 31) $722.13M | Sharpe Ratio -29.15 |
| Average Loss -$892,837.9 | Worst Trade (Mar 30) -$52.54M | Z-Score -5.14 (100%) |
| Commissions $0 | Avg. Trade Length 4y 9m 2w 3d | Expectancy $587,901.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.3% | 6.48% |
| Consecutive Losing Trades | 3,226 | 2,903 | 2,581 | 2,258 | 1,935 | 1,613 | 1,290 | 968 | 645 | 323 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 4,396 | $128,982.57 | $128,982.57 | - | - | - | 0.0 |
| 0266 026609107 | 20,608 | $872,811.73 | $1.17M | - | $292,312.19 | 33.49% | 0.0 |
| 0391 039101100 | 11,000 | $52,000 | $52,000 | - | - | - | 0.0 |
| 0660 06605F102 | 87,461 | $6.18M | $6.18M | - | - | - | 0.0 |
| 0701 070107107 | 55,000 | $1.26M | $969,736.84 | - | -$286,578.95 | -22.81% | 0.0 |
| 0865 08658U101 | 32,466 | $1.62M | $2.36M | - | $743,344.19 | 45.94% | 0.0 |
| 1259 125960104 | 23,000 | $156,473.91 | $134,166.67 | - | -$22,307.24 | -14.26% | 0.0 |
| 1609 160902102 | 15,000 | $79,900 | $81,111.11 | - | $1,211.11 | 1.52% | 0.0 |
| 1667 166751107 | 38,724 | $3.44M | $3.3M | - | -$135,469.44 | -3.94% | 0.0 |
| 2695 269524104 | 10,000 | $38,000 | $38,000 | - | - | - | 0.0 |
| 2700 270018104 | 7,350 | $239,000 | $239,000 | - | - | - | 0.0 |
| 2839 283905107 | 7,000 | $282,000 | $282,000 | - | - | - | 0.0 |
| 3022 302290101 | 221,751 | $16.81M | $16.85M | - | $40,039.87 | 0.24% | 0.0 |
| 3189 318900107 | 98,930 | $4.25M | $4.3M | - | $56,343.99 | 1.33% | 0.0 |
| 3359 335914206 | 10,000 | $9,375 | $30,000 | - | $20,625 | 220% | 0.0 |
| 3376 33763V109 | 11,500 | $294,854.65 | $257,356.83 | - | -$37,497.82 | -12.72% | 0.0 |
| 3623 362320103 | 10,026 | $768,094.87 | $623,673.15 | - | -$144,421.72 | -18.8% | 0.0 |
| 4064 40642Y105 | 47,800 | $266,594.14 | $259,392.49 | - | -$7,201.65 | -2.7% | 0.0 |
| 4064 40642YAA3 | 4.5M | $2.73M | $2.73M | - | - | - | 0.0 |
| 4064 40642YAC9 | 5.81M | $3.6M | $3.6M | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for George V. Young?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $840.37M, Visa Inc. Class A - $293.77M, Pool Corporation - $271.39M, Varian Medical Systems Inc - $244.72M, and 3D Systems Corporation - $195.96M. 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: Sanchez Energy Corporation - $90.5M, MW - $66.64M, Ebix Inc - $65.67M, Open Lending Corporation - $64.17M, and Oasis Petroleum Inc - $64.02M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does George V. Young's portfolio generate?
The portfolio generates substantial dividend income, with a total of $612.27M earned over time. The largest contributors to dividend income include Leggett & Platt, Inc - $60.72M, Jack Henry & Associates, Inc - $57.11M, Wells Fargo & Company - $38.4M, Hancock Whitney Corporation - $33.49M, and H&R Block Inc - $26.8M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are George V. Young's monthly returns?
George V. Young's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can George V. Young's strategy be considered aggressive or moderate?
George V. Young's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow George V. Young's strategy?
George V. Young'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.
