AJG
Andrew J. Gilbert Portfolio
Invests via Keystone Financial Group Inc. | Managed by Andrew J. Gilbert
Invests via Keystone Financial Group Inc.
Managed by Andrew J. Gilbert
Automatically Tracked
Veteran growth-stage investor and operational executive focused on technology and fintech companies. Andrew J. Gilbert combines operating experience in scaling SaaS and payments businesses with later-stage investing, board roles and strategic M&A oversight. Known for commercial go-to-market optimization, capital allocation discipline and hands-on portfolio support, he works with founders on revenue acceleration and governance. Background includes senior operating roles and investment-platform leadership; frequently engaged in fundraising, board governance and exit preparation.
Veteran growth-stage investor and operational executive focused on technology and fintech companies. Andrew J. Gilbert combines operating experience in scaling SaaS and payments businesses with later-stage investing, board roles and strategic M&A oversight. Known for commercial go-to-market optimization, capital allocation discipline and hands-on portfolio support, he works with founders on revenue acceleration and governance. Background includes senior operating roles and investment-platform leadership; frequently engaged in fundraising, board governance and exit preparation.
Investment Philosophy & Strategy
Leads with a growth-stage, operationally activated investment approach that prioritizes SaaS and fintech businesses where commercial traction can be accelerated through go-to-market and payments optimization. Focuses on later-stage deals with clear path to scale, disciplined capital allocation, and governance-ready boards. Combines active board involvement, performance-driven milestones and strategic M&A optionality to de-risk exits. Time horizon is medium-to-long; risk managed via unit-economics rigor, staged capital deployment and founder-aligned incentives.
Leads with a growth-stage, operationally activated investment approach that prioritizes SaaS and fintech businesses where commercial traction can be accelerated through go-to-market and payments optimization. Focuses on later-stage deals with clear path to scale, disciplined capital allocation, and governance-ready boards. Combines active board involvement, performance-driven milestones and strategic M&A optionality to de-risk exits. Time horizon is medium-to-long; risk managed via unit-economics rigor, staged capital deployment and founder-aligned incentives.
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:
1.26%
Gain
Monthly
0.07%
Yearly
0.81%
Drawdown
15.52%
$205.32M
Equity
Holdings
$205.32M
Investment
$181.25M
$25.72M
Profit -$275,029.2
Realized
$1.65M
Unrealized
$24.07M
Dividends
$6.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$275,029.2
Win %
81%
This Week
Compared To Last Week
Gain
0.44%
Profit
$902,761.33
Win %
81%
This Month
Compared to last month
Gain
0.62%
Profit
$1.26M
Win %
81%
This Year
Compared to last year
Gain
6.72%
Profit
$12.92M
Win %
82%
TRV The Travelers Companies, Inc.
+8.36%
+$32,092.01 
IOT Samsara Inc. Class A Common Stock
+3.74%
+$840 
GE General Electric Company
+3.2%
+$44.24 
LOGI Logitech International S.A.
+2.88%
+$14.45 
MRK Merck & Co., Inc.
+2.31%
+$389.4 
CSCO Cisco Systems, Inc.
+2.24%
+$7,463.64 
T AT&T Inc.
+1.91%
+$301.14 
XOM Exxon Mobil Corporation
+1.91%
+$978.56 
EMR Emerson Electric Co.
+1.83%
+$1,714.5 
ITA iShares U.S. Aerospace & Defense ETF
+1.73%
+$75.81 
RKLB Rocket Lab Corporation
+1.66%
+$60.48 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$5,979.96 
JNJ Johnson & Johnson
+1.47%
+$5,910.74 
LCID Lucid Group, Inc.
+1.47%
+$0.76 
HON Honeywell International Inc.
+1.32%
+$1,030.5 
ABBV AbbVie Inc.
+1.31%
+$3,804.26 
EOG EOG Resources, Inc.
+1.23%
+$392.7 
NSC Norfolk Southern Corporation
+1.02%
+$380.6 
KMB Kimberly-Clark Corporation
+1.02%
+$485.07 
MMM 3M Company
+0.98%
+$1,437.81 
QLYS Qualys, Inc.
+0.96%
+$119.29 
WMT Walmart Inc.
+0.92%
+$255.31 
SO The Southern Company
+0.87%
+$2,415 
VLUE iShares MSCI USA Value Factor ETF
+0.82%
+$17,352.25 
PFE Pfizer Inc.
+0.76%
+$59.47 
GEV GE Vernova Inc.
+0.73%
+$106.54 
WEC WEC Energy Group Inc.
+0.69%
+$1,913.38 
TFC Truist Financial Corporation
+0.68%
+$7,853.04 
USRT iShares Core U.S. REIT ETF
+0.68%
+$19,549.99 
ERET iShares Environmentally Aware Real Estate ETF
+0.67%
+$518.5 
PG Procter & Gamble Co
+0.66%
+$476.37 
VNQ Vanguard Real Estate ETF
+0.6%
+$915 
VTV Vanguard Value ETF
+0.56%
+$5,071.29 
GLD SPDR Gold Shares
+0.55%
+$331.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.55%
+$70,483.47 
XLV Health Care Select Sector SPDR Fund
+0.5%
+$300.51 
EMLP First Trust North American Energy Infrastructure Fund
+0.46%
+$16,743.17 
ATO Atmos Energy Corporation
+0.46%
+$931.52 
ENFR Alerian Energy Infrastructure ETF
+0.44%
+$1,223.08 
HD The Home Depot, Inc.
+0.37%
+$188.5 
SCHY Schwab International Dividend Equity ETF
+0.35%
+$2,235.95 
USMV iShares MSCI USA Min Vol Factor ETF
+0.33%
+$1,498.24 
DGRO iShares Core Dividend Growth ETF
+0.3%
+$71.67 
ICE Intercontinental Exchange, Inc.
+0.28%
+$350.8 
AMGN Amgen Inc.
+0.27%
+$921.13 
BRTR iShares Total Return Act ETF
+0.27%
+$2,117.64 
IUSV iShares Core S&P U.S. Value ETF
+0.22%
+$437.75 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.22%
+$0.05 
FPX First Trust US Equity Opportunities ETF
+0.2%
+$8.51 
UCBI United Community Banks, Inc.
+0.2%
+$1,267.07 
LIN Linde plc
+0.15%
+$114.75 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$230.88 
VPLS Vanguard Core-Plus Bond ETF
+0.12%
+$25,925.12 
RBLD First Trust Alerian U.S. NextGen Infrastructure ETF
+0.12%
+$182.62 
WBD Warner Bros. Discovery, Inc.
+0.11%
+$5.19 
SLV iShares Silver Trust
+0.1%
+$378 
IFRA iShares U.S. Infrastructure
+0.1%
+$10.14 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$316.55 
NEAR iShares Short Maturity Bond ETF
+0.09%
+$175.38 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.07%
+$810.39 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$4,024.68 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$4,846.1 
SHV iShares Short Treasury Bond ETF
+0.04%
+$1,497.6 
VSDB Vanguard Short Duration Bond ETF
+0.04%
+$1,447.87 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$5,389.12 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$41.07 
GMEWS
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
TQQQ ProShares UltraPro QQQ
-3.97%
-$3,105.05 
LIF Life360, Inc.
-2.85%
-$737.9 
TSLA Tesla, Inc.
-2.5%
-$733.59 
TXN Texas Instruments Inc
-2.42%
-$4,384.14 
SMH VanEck Semiconductor ETF
-2.36%
-$335.5 
XOVR ERShares Private-Public Crossover ETF
-2.25%
-$4.89 
MSFT Microsoft Corp.
-1.96%
-$6,137.27 
FTXL First Trust Nasdaq Semiconductor ETF
-1.8%
-$66 
BAI iShares A.I. Innovation and Tech Active ETF
-1.78%
-$462.77 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.77%
-$1,842.8 
NVDA NVIDIA Corporation
-1.74%
-$12,537.5 
BTC Grayscale Bitcoin Mini Trust ETF
-1.67%
-$387.6 
IBIT iShares Bitcoin Trust
-1.65%
-$103.75 
GS The Goldman Sachs Group, Inc.
-1.55%
-$3,458.82 
IEMG iShares Core MSCI Emerging Markets ETF
-1.51%
-$13,794.2 
VUG Vanguard Growth ETF
-1.49%
-$9,427.32 
CPNG Coupang Inc.
-1.39%
-$47 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.38%
-$1,057.37 
NRG NRG Energy, Inc.
-1.37%
-$442.26 
RGTI Rigetti Computing Inc
-1.35%
-$380 
PNFP Pinnacle Financial Partners Inc.
-1.31%
-$373.95 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$178.6 
VSGX Vanguard ESG International Stock ETF
-1.22%
-$588 
IWF iShares Russell 1000 Growth ETF
-1.17%
-$2,567.36 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$3,111.78 
LIT GLOBAL X LITHIUM & BATTERY T
-1.15%
-$39.5 
IXUS iShares Core International Stock ETF
-0.98%
-$12,371.24 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.96%
-$82,828.2 
FBK FB Financial Corp
-0.96%
-$77,807 
AAMI Acadian Asset Management Inc.
-0.93%
-$34.65 
SUSL iShares ESG MSCI USA Leaders ETF
-0.89%
-$1,248.99 
IEFA iShares Core MSCI EAFE ETF
-0.73%
-$11,768.96 
DFSI Dimensional International Sustainability Core 1 ETF
-0.67%
-$212.59 
DFSU Dimensional US Sustainability Core 1 ETF
-0.64%
-$2,605.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$291.11 
DFAW Dimensional World Equity ETF
-0.57%
-$17,223.62 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.56%
-$7,341.84 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$259.56 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$14,618.8 
MTUM iShares MSCI USA Momentum Factor ETF
-0.54%
-$3,975.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$9,095.95 
DFAU Dimensional US Core Equity Market ETF
-0.53%
-$166,742.67 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.49%
-$356.56 
AAPL Apple Inc.
-0.44%
-$364.08 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.34%
-$22,701.45 
NKE Nike, Inc. - Class B
-0.34%
-$0.6 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.29%
-$28,253.78 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.29%
-$11 
IJR iShares Core S&P Small-Cap ETF
-0.28%
-$3,290.66 
PDEC Innovator U.S. Equity Power Buffer ETF - December
-0.23%
-$191.73 
DRI Darden Restaurants, Inc.
-0.22%
-$6.6 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.19%
-$213.85 
MOAT VanEck Morningstar Wide Moat Fund
-0.18%
-$28.5 
JAJL Innovator EDP ETF - 6M January/July
-0.17%
-$430.45 
VB Vanguard Small-Cap ETF
-0.15%
-$103.84 
PEP PepsiCo, Inc.
-0.14%
-$90.6 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.14%
-$477.6 
GME Gamestop Corp.
-0.14%
-$1.8 
IJH iShares Core S&P Mid-Cap ETF
-0.12%
-$205.01 
MDT Medtronic plc
-0.1%
-$59.28 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.09%
-$4,176.27 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$5.45 
MEAR iShares Short Maturity Bond ETF
-0.03%
-$658.54 
INMU iShares Intermediate Muni Income Active ETF
-0.02%
-$1,409.41 
HYDB iShares High Yield Systematic Bond ETF
-0.01%
-$10.2 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.01%
-$560.62 Events
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Dividends
Dividend Analysis
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| Trades 651 | Longs Won 490/651 75% | Profit Factor 42.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $279,717.25 |
| Average Win $53,750.64 | Best Trade (Jul 17) $6.35M | Sharpe Ratio -66.62 |
| Average Loss -$3,861.59 | Worst Trade (Jul 14) -$87,616.08 | Z-Score 18.67 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w | Expectancy $39,502.45 |
| 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 | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
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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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