BJK
Brian J. Kopinski Portfolio
Invests via Woodmont Investment Counsel LLC | Managed by Brian J. Kopinski
Invests via Woodmont Investment Counsel LLC
Managed by Brian J. Kopinski
Automatically Tracked
Brian J. Kopinski Profile
With a distinguished career in finance, Brian J. Kopinski has cultivated substantial expertise in corporate finance and investment management. His extensive background includes strategic roles within renowned financial institutions, where he played key parts in guiding capital allocation decisions and optimizing operational efficiencies. Known for his adept leadership, he consistently drives innovation while facilitating growth-oriented initiatives that resonate within the market landscape. Having established a network of strong industry relationships, his influence spans various sectors including technology and consumer goods, reinforcing his status as a valuable asset to any enterprise seeking financial acumen and direction.
With a distinguished career in finance, Brian J. Kopinski has cultivated substantial expertise in corporate finance and investment management. His extensive background includes strategic roles within renowned financial institutions, where he played key parts in guiding capital allocation decisions and optimizing operational efficiencies. Known for his adept leadership, he consistently drives innovation while facilitating growth-oriented initiatives that resonate within the market landscape. Having established a network of strong industry relationships, his influence spans various sectors including technology and consumer goods, reinforcing his status as a valuable asset to any enterprise seeking financial acumen and direction.
Investment Philosophy & Strategy
In navigating complex market landscapes, Brian J. Kopinski prioritizes transformational investment strategies that harness his extensive corporate finance acumen. His approach revolves around leveraging operational efficiencies and promoting innovation to uncover value in diverse sectors, particularly technology and consumer goods. With a focus on strategic growth initiatives, he emphasizes adaptability to capitalize on emerging opportunities while maintaining rigorous standards of analysis. By cultivating robust partnerships across industries, he creates avenues for collaboration that foster sustainable business expansion.
In navigating complex market landscapes, Brian J. Kopinski prioritizes transformational investment strategies that harness his extensive corporate finance acumen. His approach revolves around leveraging operational efficiencies and promoting innovation to uncover value in diverse sectors, particularly technology and consumer goods. With a focus on strategic growth initiatives, he emphasizes adaptability to capitalize on emerging opportunities while maintaining rigorous standards of analysis. By cultivating robust partnerships across industries, he creates avenues for collaboration that foster sustainable business expansion.
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:
22.5%
Gain +0.78%
Monthly
0.34%
Yearly
4.12%
Drawdown
11.7%
$654.78M
Equity
Holdings
$654.78M
Investment
$233.09M
$421.69M
Profit +$5.06M
Realized
-$0
Unrealized
$421.69M
Dividends
$145.31M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.78%
Profit
$5.06M
Win %
68%
This Week
Compared To Last Week
Gain
0.78%
Profit
$5.06M
Win %
68%
This Month
Compared to last month
Gain
0.78%
Profit
$5.06M
Win %
68%
This Year
Compared to last year
Gain
0.78%
Profit
$5.08M
Win %
68%
FMCC Freddie Mac
+5.83%
+$1,089.28 
FNMA Fannie Mae
+3.82%
+$10,069.86 
MSFT Microsoft Corp.
+2.15%
+$746,970.18 
INTC Intel Corporation
+2.12%
+$244,561.16 
PGR Progressive Corporation
+2.06%
+$1.01M 
KSS Kohl's Corporation
+1.56%
+$17,064 
ABT Abbott Laboratories
+1.03%
+$309,918.86 
PAYX Paychex Inc.
+0.71%
+$14,225.22 
KO The Coca-Cola Company
+0.69%
+$61,561.92 
XOM Exxon Mobil Corporation
+0.68%
+$122,264 
DUK Duke Energy Corporation
+0.67%
+$13,802.65 
BUD Anheuser-Busch InBev S.A. ADR
+0.32%
+$2,756 
BP BP p.l.c. Sponsored ADR
+0.24%
+$3,445.1 
IBM International Business Machines Corporation
+0.15%
+$6,096.22 
KMB Kimberly-Clark Corporation
+0.12%
+$1,152.52 
MDT Medtronic plc
+0.11%
+$1,269 
001957208
0%
$0 
026351106
0%
$0 
030177109
0%
$0 
059438101
0%
$0 
066050105
0%
$0 
090597105
0%
$0 
200300200
0%
$0 
22160Q102
0%
$0 
247025109
0%
$0 
294821400
0%
$0 
337358105
0%
$0 
33763V109
0%
$0 
493263107
0%
$0 
55268B106
0%
$0 
604059105
0%
$0 
635449101
0%
$0 
71713U102
0%
$0 
780257705
0%
$0 
805468105
0%
$0 
857473102
0%
$0 
881694103
0%
$0 
887315109
0%
$0 
92857T107
0%
$0 
928615103
0%
$0 
949740104
0%
$0 
AC
0%
$0 
ASO
0%
$0 
BLS
0%
$0 
BXS BancorpSouth Bank
0%
$0 
COX Cox Co.
0%
$0 
CSC Computer Sciences Corp.
0%
$0 
EMC
0%
$0 
ENRNQ
0%
$0 
FDC First Data Corp
0%
$0 
FFCH
0%
$0 
G
0%
$0 
G3921A100
0%
$0 
GCI Gannett Co., Inc.
0%
$0 
GDT
0%
$0 
HPQ
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
KRB
0%
$0 
LU
0%
$0 
MEL
0%
$0 
MOLX
0%
$0 
MOLXA
0%
$0 
NWS
0%
$0 
PCL
0%
$0 
Q
0%
$0 
SBC
0%
$0 
SGP
0%
$0 
SII
0%
$0 
SLE
0%
$0 
STI
0%
$0 
SWY
0%
$0 
TLAB
0%
$0 
TRB
0%
$0 
TYC
0%
$0 
VIAB Viacom Inc
0%
$0 
WAG
0%
$0 
WGA
0%
$0 
WWCA
0%
$0 
SUNW Sunworks Inc
-73.21%
-$1.15 
GPS Gap Inc-The
-13.48%
-$378,834.02 
ORCL Oracle Corporation
-3.98%
-$1.57M 
UPS United Parcel Service, Inc.
-3.85%
-$65,413.2 
LLY Eli Lilly and Company
-2.73%
-$328,670.53 
MRK Merck & Co., Inc.
-2.42%
-$262,679.57 
GE General Electric Company
-2.16%
-$182,690.04 
EMR Emerson Electric Co.
-2.12%
-$84,656 
BCRX BioCryst Pharmaceuticals Inc.
-1.94%
-$12,636.18 
LOW Lowe's Companies Inc.
-1.93%
-$139,895.65 
WMT Walmart Inc.
-1.79%
-$455,468.76 
HD The Home Depot, Inc.
-1.72%
-$363,208.44 
CHTR Charter Communications Inc
-1.68%
-$35,105.69 
JNJ Johnson & Johnson
-1.67%
-$404,098.76 
ITW Illinois Tool Works Inc.
-1.58%
-$359,264 
DIS The Walt Disney Company
-1.29%
-$45,873.66 
SLB Schlumberger Limited
-1.28%
-$28,230 
CAH Cardinal Health Inc.
-1.21%
-$21,801.28 
PEP PepsiCo, Inc.
-1.21%
-$144,049.82 
PFE Pfizer Inc.
-1.2%
-$50,248.29 
AA Alcoa Corporation
-1.14%
-$1,475.32 
SYY Sysco Corporation
-1.11%
-$14,560 
CSCO Cisco Systems, Inc.
-1.11%
-$81,832.56 
CHKP Check Point Software Technologies Ltd.
-1%
-$3,493.5 
BMY Bristol-Myers Squibb Company
-0.95%
-$32,815.52 
A Agilent Technologies Inc.
-0.91%
-$66,008.53 
AIG American International Group Inc.
-0.87%
-$2,807.42 
QCOM QUALCOMM Incorporated
-0.85%
-$18,980 
DG Dollar General Corporation
-0.8%
-$51,082 
AMAT Applied Materials, Inc.
-0.75%
-$183,347.54 
TRMK Trustmark Corporation
-0.64%
-$4,200 
COF Capital One Financial Corporation
-0.61%
-$7,704.84 
AMGN Amgen Inc.
-0.58%
-$12,946.78 
PG Procter & Gamble Co
-0.57%
-$58,293 
AFL Aflac Inc.
-0.51%
-$4,351.99 
C Citigroup Inc.
-0.49%
-$2,513.58 
HAL Halliburton Company
-0.31%
-$19,770.3 
CINF Cincinnati Financial Corporation
-0.24%
-$4,693.34 
SYK Stryker Corporation
-0.23%
-$92,927.73 
VZ Verizon Communications Inc.
-0.21%
-$3,340.69 
HCA HCA Healthcare Inc.
-0.2%
-$4,060.73 
NOK Nokia Corporation Sponsored ADR
-0.2%
-$1,048.7 
MCD McDonald's Corporation
-0.03%
-$5,420.45 
ADP Automatic Data Processing Inc.
-0.01%
-$3,032.49 Events
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Dividends
Dividend Analysis
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| Trades 122 | Longs Won 48/122 39% | Profit Factor 19.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.96M |
| Average Win $9.26M | Best Trade (Jul 27) $48.38M | Sharpe Ratio -99.54 |
| Average Loss -$305,234.26 | Worst Trade (Jul 24) -$6.68M | Z-Score -2.04 (99.63%) |
| Commissions $0 | Avg. Trade Length 25y 7m 1w 4d | Expectancy $3.46M |
| 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% | 0.27% |
| Consecutive Losing Trades | 2,146 | 1,931 | 1,717 | 1,502 | 1,288 | 1,073 | 858 | 644 | 429 | 215 |
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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FAQ
Which stocks have generated the highest profits for Brian J. Kopinski?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $13.6M, Progressive Corporation - $10.11M, Exxon Mobil Corporation - $7.46M, Abbott Laboratories - $6.98M, and Johnson & Johnson - $6.73M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Brian J. Kopinski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $145.31M earned over time. The largest contributors to dividend income include General Electric Company - $13.6M, Progressive Corporation - $10.11M, Exxon Mobil Corporation - $7.46M, Abbott Laboratories - $6.98M, and Johnson & Johnson - $6.73M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian J. Kopinski's monthly returns?
Brian J. Kopinski's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brian J. Kopinski's strategy be considered aggressive or moderate?
Brian J. Kopinski'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 Brian J. Kopinski's strategy?
Brian J. Kopinski's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
