Kevin Batstone Portfolio
Invests via BayBridge Capital Group LLC | Managed by Kevin C. Batstone, Eugene M. Gurevich
Invests via BayBridge Capital Group LLC
Managed by Kevin C. Batstone, Eugene M. Gurevich
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Kevin Batstone Profile
Kevin Batstone has developed a notable reputation as a seasoned investor-operator within the private equity landscape. With extensive experience in identifying and nurturing high-potential companies, he brings forth a strong entrepreneurial background that supports innovative growth trajectories. His involvement encompasses not just financial oversight but also hands-on operational leadership, ensuring that portfolio entities align with market demands while maximizing value creation. Leveraging his insights into emerging trends, Kevin plays a pivotal role in strategic decisions that drive both company performance and investment returns. This unique blend of skills establishes him as an influential figure in shaping the next generation of successful businesses.
Kevin Batstone has developed a notable reputation as a seasoned investor-operator within the private equity landscape. With extensive experience in identifying and nurturing high-potential companies, he brings forth a strong entrepreneurial background that supports innovative growth trajectories. His involvement encompasses not just financial oversight but also hands-on operational leadership, ensuring that portfolio entities align with market demands while maximizing value creation. Leveraging his insights into emerging trends, Kevin plays a pivotal role in strategic decisions that drive both company performance and investment returns. This unique blend of skills establishes him as an influential figure in shaping the next generation of successful businesses.
Investment Philosophy & Strategy
Opportunities abound in the rapidly evolving sectors where Kevin Batstone actively invests. His approach intertwines robust operational expertise with an entrepreneurial mindset, allowing him to pinpoint firms that exhibit significant growth potential and strategic differentiation. With a focus on innovation-driven initiatives, he seeks to amplify value through targeted enhancements within portfolio companies. Rather than merely driving returns, emphasis is placed on nurturing sustainable business models that respond effectively to market dynamics. Through this distinctive lens, he enhances competitive positioning while fostering long-term relationships built upon shared visions for success.
Opportunities abound in the rapidly evolving sectors where Kevin Batstone actively invests. His approach intertwines robust operational expertise with an entrepreneurial mindset, allowing him to pinpoint firms that exhibit significant growth potential and strategic differentiation. With a focus on innovation-driven initiatives, he seeks to amplify value through targeted enhancements within portfolio companies. Rather than merely driving returns, emphasis is placed on nurturing sustainable business models that respond effectively to market dynamics. Through this distinctive lens, he enhances competitive positioning while fostering long-term relationships built upon shared visions for 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:
53.1%
Gain +0.6%
Monthly
1.27%
Yearly
16.31%
Drawdown
12.92%
$190.78M
Equity
Holdings
$190.78M
Investment
$162.3M
$54.85M
Profit +$925,575.51
Realized
$26.37M
Unrealized
$28.48M
Dividends
$9.31M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$925,575.51
Win %
70%
This Week
Compared To Last Week
Gain
0.49%
Profit
$925,575.51
Win %
70%
This Month
Compared to last month
Gain
1.13%
Profit
$2.13M
Win %
70%
This Year
Compared to last year
Gain
0.39%
Profit
$755,990.91
Win %
71%
FIX Comfort Systems USA Inc.
+8.12%
+$37,122.68 
TSLA Tesla, Inc.
+6.18%
+$52,738.92 
LQDA Liquidia Corporation
+5.65%
+$24,415.71 
INTC Intel Corporation
+4.79%
+$30,975.1 
MU Micron Technology Inc.
+3.37%
+$65,793.44 
CSCO Cisco Systems, Inc.
+3.31%
+$49,324.69 
AVGO Broadcom Inc.
+2.71%
+$44,283.05 
PANW Palo Alto Networks, Inc.
+2.44%
+$25,863.33 
FLEX Flex Ltd.
+2.4%
+$10,578.16 
GS The Goldman Sachs Group, Inc.
+2.4%
+$39,610.26 
JBL Jabil Inc.
+2.25%
+$12,938.49 
NVDA NVIDIA Corporation
+2.23%
+$105,026.93 
VST Vistra Corp.
+2.02%
+$20,002.44 
ASML ASML Holding N.V. NY Registered Shares
+1.99%
+$32,051.15 
VSH Vishay Intertechnology, Inc.
+1.95%
+$10,923.12 
JXN Jackson Financial Inc.
+1.8%
+$19,512.05 
GD General Dynamics Corp.
+1.32%
+$7,709.62 
NKE Nike, Inc. Class B Common Stock
+1.31%
+$7,950.25 
QQQ Invesco QQQ Trust, Series 1
+1.22%
+$54,814.45 
OKLO Oklo Inc. Class A Common Stock
+1.18%
+$3,295.3 
ALB Albemarle Corporation
+1.17%
+$5,537.4 
MAR Marriott International, Inc. Class A Common Stock
+1.14%
+$8,702.42 
MSFT Microsoft Corporation Common Stock
+1.09%
+$26,390.95 
CAT Caterpillar Inc.
+1.08%
+$21,251.88 
TTE TotalEnergies SE
+0.99%
+$8,398.68 
IJH iShares Core S&P Mid-Cap ETF
+0.95%
+$26,330.72 
LNG Cheniere Energy Inc.
+0.95%
+$8,028.65 
SPCX Space Exploration Technologies Corp. Class A
+0.95%
+$4,967.16 
JPM JPMorgan Chase & Co.
+0.9%
+$15,674.85 
CSV Carriage Services, Inc.
+0.81%
+$5,443.78 
IWM iShares Russell 2000 ETF
+0.79%
+$64,216.81 
VTI Vanguard Total Stock Market ETF
+0.77%
+$25,741.35 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.73%
+$9,178.8 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.73%
+$10,567.7 
JNJ Johnson & Johnson
+0.7%
+$13,172.52 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$14,039.84 
IWB iShares Russell 1000 ETF
+0.69%
+$66,343.5 
QBTS D-Wave Quantum Inc.
+0.64%
+$2,885.55 
MFC Manulife Financial Corporation
+0.6%
+$11,869.61 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.59%
+$34,992.73 
LLY Eli Lilly and Company
+0.53%
+$9,693.9 
WMT Walmart Inc.
+0.52%
+$10,433.75 
FWONA Liberty Media Corporation Series A Liberty Formula One Common Stock
+0.51%
+$3,014.34 
COR Cencora Inc.
+0.48%
+$9,442.08 
GLD SPDR Gold Shares
+0.47%
+$1,073.59 
CEG Constellation Energy Corporation
+0.45%
+$5,863.85 
RY Royal Bank of Canada
+0.4%
+$6,345.6 
AMZN Amazon.com Inc
+0.28%
+$7,965.36 
SNEX StoneX Group Inc.
+0.27%
+$1,511.51 
WM Waste Management Inc.
+0.26%
+$3,055.93 
CPB The Campbell's Company Common Stock
+0.22%
+$1,291.23 
WMB The Williams Companies, Inc.
+0.2%
+$2,681.84 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.19%
+$1,457.88 
EG Everest Group, Ltd.
+0.17%
+$1,925.15 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$35,411.46 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.14%
+$2,498.37 
TOTL State Street DoubleLine Total Return Tactical ETF
+0.13%
+$962.4 
COST Costco Wholesale Corp
+0.11%
+$2,056.3 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.08%
+$3,098.86 
CME CME Group Inc. Class A Common Stock
+0.06%
+$463.24 
REG Regency Centers Corporation
+0.05%
+$329.27 
HIG The Hartford Insurance Group, Inc.
+0.05%
+$420.77 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2,151.61 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.02%
+$267.09 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
+0.02%
+$49.74 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$116.87 
IEI iShares 3-7 Year Treasury Bond ETF
+0.01%
+$740.06 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EXPE Expedia Group Inc.
-3.33%
-$36,729.34 
MSTR Strategy Inc.
-2.83%
-$20,034.6 
UNH UnitedHealth Group Inc.
-1.61%
-$11,703.46 
WSM Williams-Sonoma, Inc.
-1.44%
-$5,831.28 
ALGN Align Technology Inc.
-1.4%
-$8,198.22 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.28%
-$17,772.68 
RHI Robert Half Inc.
-1.09%
-$7,112.5 
MDT Medtronic plc
-1.03%
-$19,700.99 
AAPL Apple Inc.
-0.91%
-$16,832.75 
MCK McKesson Corporation
-0.91%
-$2,368.61 
TMUS T-Mobile US Inc.
-0.64%
-$8,641.33 
SPEM SPDR Portfolio Emerging Markets ETF
-0.6%
-$26,097.3 
SCHW The Charles Schwab Corporation
-0.55%
-$4,442.5 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-0.47%
-$7,182.81 
GOOG Alphabet Inc
-0.44%
-$1,233.4 
IBM International Business Machines Corporation
-0.42%
-$5,265.35 
HD The Home Depot, Inc.
-0.41%
-$6,776.85 
EMBX VanEck Emerging Markets Bond ETF
-0.4%
-$2,668.8 
DUK Duke Energy Corporation
-0.32%
-$2,398.01 
DX Dynex Capital Inc.
-0.32%
-$2,742.25 
GOOGL Alphabet Inc
-0.31%
-$10,627.54 
KO The Coca-Cola Company
-0.28%
-$6,065.54 
MMM 3M Company
-0.19%
-$3,483.92 
TJX The TJX Companies, Inc.
-0.11%
-$1,962.38 
META Meta Platforms Inc Class A
-0.1%
-$823.02 
CDX Simplify High Yield ETF
-0.1%
-$1,339.58 
ITRI Itron, Inc.
-0.07%
-$387.96 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$833.83 
HYBL State Street Blackstone High Income ETF
-0.01%
-$106.17 Events
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Dividends
Dividend Analysis
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| Trades 970 | Longs Won 653/970 67% | Profit Factor 7.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $202,578.91 |
| Average Win $97,178.68 | Best Trade (Sep 30) $2.4M | Sharpe Ratio -11.17 |
| Average Loss -$27,149.19 | Worst Trade (Dec 30) -$544,772.48 | Z-Score 5.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $56,547.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,042 | 6,338 | 5,634 | 4,930 | 4,225 | 3,521 | 2,817 | 2,113 | 1,408 | 704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,310 | $1.23M | $1.83M | - | $598,231.75 | 48.58% | -0.912% |
| AGG iShares Core U.S. Aggregate Bond ETF | 244,217 | $24.18M | $23.47M | - | -$709,917.02 | -2.94% | +0.151% |
| ALB Albemarle Corporation | 5,034 | $475,288.5 | $477,072.18 | - | $1,783.68 | 0.38% | +1.174% |
| ALGN Align Technology Inc. | 3,778 | $549,124 | $575,540.52 | - | $26,416.52 | 4.81% | -1.404% |
| AMZN Amazon.com Inc | 11,544 | $2.23M | $2.87M | - | $644,928.77 | 28.97% | +0.278% |
| ASML ASML Holding N.V. NY Registered Shares | 1,024 | $1.57M | $1.64M | - | $66,797.84 | 4.24% | +1.991% |
| AVGO Broadcom Inc. | 5,090 | $852,242.11 | $1.68M | - | $829,392.09 | 97.32% | +2.705% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 11,687 | $1.07M | $1.07M | - | -$185.59 | -0.02% | +0.011% |
| BRK-B Berkshire Hathaway Inc. | 3,734 | $1.48M | $2.04M | - | $555,110.55 | 37.42% | +0.693% |
| CAT Caterpillar Inc. | 2,868 | $969,651.41 | $1.99M | - | $1.02M | 105.39% | +1.079% |
| CDX Simplify High Yield ETF | 66,979 | $1.39M | $1.36M | - | -$29,977.84 | -2.15% | -0.098% |
| CEG Constellation Energy Corporation | 5,099 | $1.21M | $1.3M | - | $89,261.38 | 7.38% | +0.454% |
| CME CME Group Inc. Class A Common Stock | 2,438 | $630,734.68 | $745,784.2 | - | $115,049.52 | 18.24% | +0.062% |
| COR Cencora Inc. | 5,976 | $1.59M | $1.99M | - | $400,853.52 | 25.26% | +0.477% |
| COST Costco Wholesale Corp | 1,904 | $1.45M | $1.91M | - | $459,997.7 | 31.67% | +0.108% |
| CPB The Campbell's Company Common Stock | 28,694 | $568,998 | $596,117.85 | - | $27,119.85 | 4.77% | +0.217% |
| CSCO Cisco Systems, Inc. | 13,973 | $898,784.94 | $1.54M | - | $638,664.25 | 71.06% | +3.315% |
| CSV Carriage Services, Inc. | 19,101 | $674,240.44 | $681,810.19 | - | $7,569.75 | 1.12% | +0.805% |
| DUK Duke Energy Corporation | 5,921 | $701,145.88 | $737,608.57 | - | $36,462.69 | 5.2% | -0.324% |
| DX Dynex Capital Inc. | 78,350 | $928,585.32 | $852,839.75 | - | -$75,745.57 | -8.16% | -0.321% |
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FAQ
Which stocks have generated the highest profits for Kevin Batstone?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc. Class A Common Stock - $3.28M, Vanguard Total Stock Market ETF - $3.11M, iShares Core U.S. Aggregate Bond ETF - $2.1M, State Street SPDR Portfolio Developed World ex-US ETF - $1.6M, and Comfort Systems USA Inc - $1.58M. 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: Intel Corporation - $623,041.42, American Tower Corporation - $236,298.49, Bunge Global SA - $192,101.33, Oracle Corporation - $192,023.91, and Nucor Corporation - $142,841.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Batstone's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.31M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $2.49M, SPDR Bloomberg Short Term High Yield Bond ETF - $745,077.2, iShares 1-3 Year Treasury Bond ETF - $668,767.97, State Street SPDR Portfolio Developed World ex-US ETF - $613,695.64, and JPMorgan Ultra-Short Income ETF - $372,734.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Batstone's monthly returns?
Kevin Batstone'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 Kevin Batstone's strategy be considered aggressive or moderate?
Kevin Batstone's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kevin Batstone's strategy?
Kevin Batstone's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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