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:
53.4%
Gain -1.29%
Monthly
1.33%
Yearly
17.22%
Drawdown
12.92%
$189.43M
Equity
Holdings
$189.43M
Investment
$153.18M
$55.24M
Profit -$1.92M
Realized
$19M
Unrealized
$36.24M
Dividends
$9M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.29%
Profit
-$1.92M
Win %
70%
This Week
Compared To Last Week
Gain
-1.43%
Profit
-$2.74M
Win %
70%
This Month
Compared to last month
Gain
-1.21%
Profit
-$2.32M
Win %
70%
This Year
Compared to last year
Gain
-0.56%
Profit
-$1.05M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$427,692.2 
GOOG Alphabet Inc
+6.88%
+$22,533.57 
GOOGL Alphabet Inc
+6.73%
+$221,307.03 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$19,626.3 
META Meta Platforms Inc Class A
+3.28%
+$14,798.15 
MSFT Microsoft Corp.
+3.02%
+$72,431.11 
NVDA NVIDIA Corporation
+2.93%
+$109,923.34 
GLW Corning Incorporated
+2.24%
+$2,675.49 
CSCO Cisco Systems, Inc.
+2.14%
+$35,509.59 
LNG Cheniere Energy Inc.
+2.13%
+$13,521.57 
JBL Jabil Inc.
+2.12%
+$11,708.29 
PANW Palo Alto Networks, Inc.
+1.89%
+$19,015.8 
FIX Comfort Systems USA, Inc.
+1.88%
+$7,866.94 
ORCL Oracle Corporation
+1.81%
+$20,498.94 
FLEX Flex Ltd.
+1.64%
+$6,370.08 
VZ Verizon Communications Inc.
+1.52%
+$24,339.7 
RHI Robert Half Inc.
+1.5%
+$7,795.2 
VSH Vishay Intertechnology Inc.
+1.27%
+$4,323.22 
ADBE Adobe Inc.
+1.01%
+$3,383.49 
TTE TotalEnergies SE
+0.95%
+$11,745.34 
ASTS AST SpaceMobile, Inc.
+0.92%
+$1,309.5 
WMB The Williams Companies, Inc.
+0.89%
+$5,681.97 
SCHW Charles Schwab Corporation
+0.87%
+$15,157.87 
MFG Mizuho Financial Group Inc. ADR
+0.87%
+$4,918.77 
IBM International Business Machines Corporation
+0.86%
+$12,770.13 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$25,982.19 
TSLA Tesla, Inc.
+0.76%
+$4,125.25 
CAT Caterpillar Inc.
+0.7%
+$18,535.2 
PLTR Palantir Technologies Inc.
+0.65%
+$11,487.97 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$34,321.2 
IWB iShares Russell 1000 ETF
+0.64%
+$3,836.47 
CSV Carriage Services Inc.
+0.62%
+$2,530 
EXPE Expedia Group, Inc.
+0.62%
+$7,640.01 
QBTS D-Wave Quantum Inc.
+0.56%
+$2,725.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$59,365.94 
RTX RTX Corporation
+0.39%
+$3,175.2 
AVGO Broadcom Inc.
+0.37%
+$8,899.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,978.72 
JXN Jackson Financial Inc.
+0.31%
+$2,164.48 
JPM JPMorgan Chase & Co.
+0.27%
+$5,808.26 
CME CME Group Inc.
+0.21%
+$754.69 
JNJ Johnson & Johnson
+0.21%
+$3,364.44 
MMM 3M Company
+0.12%
+$2,459.65 
LEU Centrus Energy Corp.
+0.1%
+$269.63 
WM Waste Management, Inc.
+0.1%
+$1,094.06 
CDX Simplify High Yield ETF
+0.1%
+$508.92 
WMT Walmart Inc.
+0.09%
+$1,700.83 
HYBL SPDR Blackstone High Income Fund
+0.05%
+$254.7 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$617.16 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$158.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$118,848.44 
MU Micron Technology, Inc.
-5.9%
-$44,040.34 
OKLO Oklo Inc.
-5.5%
-$11,089.82 
LQDA Liquidia Corporation
-3.1%
-$20,583.88 
QCOM QUALCOMM Incorporated
-2.63%
-$8,163.56 
FWONA Liberty Media Corporation
-2.37%
-$9,524.42 
WSM Williams-Sonoma, Inc.
-2%
-$7,465.34 
UNH UnitedHealth Group Incorporated
-1.68%
-$8,017.39 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$23,315.1 
SNEX StoneX Group Inc.
-1.35%
-$6,561.45 
MDLZ Mondelez International, Inc.
-1.22%
-$7,787.03 
TJX The TJX Companies, Inc.
-1.21%
-$23,349 
LOW Lowe's Companies Inc.
-1.08%
-$3,684.21 
MCK McKesson Corporation
-1.08%
-$18,108.78 
INTC Intel Corporation
-1.02%
-$5,043.39 
KO The Coca-Cola Company
-1.02%
-$18,939.6 
DX Dynex Capital Inc.
-0.86%
-$3,302.2 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$12,072.63 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$57,936.8 
MAR Marriott International Inc. - Class A
-0.71%
-$3,225.07 
DUK Duke Energy Corporation
-0.67%
-$3,811.08 
GS The Goldman Sachs Group, Inc.
-0.63%
-$14,385.58 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,516.16 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$6,374.61 
IWM iShares Russell 2000 ETF
-0.47%
-$38,467.97 
MELI MercadoLibre, Inc.
-0.41%
-$956.94 
MDT Medtronic plc
-0.37%
-$6,537.6 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V.
-0.34%
-$965.38 
EG Everest Group, Ltd.
-0.32%
-$2,226.4 
CEG Constellation Energy Corporation
-0.31%
-$2,016.9 
RY Royal Bank of Canada
-0.29%
-$2,121.61 
VST Vistra Corp
-0.29%
-$1,560.04 
COR Cencora, Inc.
-0.28%
-$5,508.27 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.28%
-$2,030.16 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$81,758.75 
MFC Manulife Financial Corporation
-0.25%
-$5,887.53 
COST Costco Wholesale Corporation
-0.24%
-$4,167.79 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$4,951.2 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$8,049.6 
ALB Albemarle Corporation
-0.1%
-$278.04 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$187.6 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$311.15 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1,127.81 Events
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Dividends
Dividend Analysis
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| Trades 874 | Longs Won 588/874 67% | Profit Factor 9.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,112.51 |
| Average Win $105,472.08 | Best Trade (Sep 08) $2.54M | Sharpe Ratio -10.42 |
| Average Loss -$23,692.71 | Worst Trade (Sep 11) -$582,020.24 | Z-Score 3.59 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $63,205.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,847 | $1.08M | $1.5M | - | $420,106.94 | 39% | -7.354% |
| ADBE Adobe Inc. | 1,348 | $276,367 | $337,552.68 | - | $61,185.68 | 22.14% | +1.013% |
| AGG iShares Core U.S. Aggregate Bond ETF | 327,035 | $32.39M | $31.84M | - | -$544,269.98 | -1.68% | -0.256% |
| ALB Albemarle Corporation | 2,317 | $187,862.39 | $272,571.88 | - | $84,709.49 | 45.09% | -0.102% |
| AMZN Amazon.com Inc | 11,854 | $2.27M | $3.22M | - | $945,428.39 | 41.58% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 1,039 | $1.59M | $1.69M | - | $105,255.69 | 6.63% | -1.359% |
| ASR Grupo Aeroportuario del Sureste S.A.B. de C.V. | 1,027 | $314,981 | $283,061.74 | - | -$31,919.26 | -10.13% | -0.34% |
| ASTS AST SpaceMobile, Inc. | 2,425 | $215,486 | $143,026.5 | - | -$72,459.5 | -33.63% | +0.924% |
| AVGO Broadcom Inc. | 6,180 | $1.03M | $2.41M | - | $1.38M | 134.38% | +0.371% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 20,572 | $1.89M | $1.89M | - | -$486.63 | -0.03% | +0.033% |
| BRK-B Berkshire Hathaway Inc. | 3,752 | $1.49M | $1.92M | - | $429,286.17 | 28.81% | +0.365% |
| CAT Caterpillar Inc. | 3,269 | $1.12M | $2.66M | - | $1.54M | 137.76% | +0.701% |
| CDX Simplify High Yield ETF | 25,446 | $555,277.04 | $525,459.9 | - | -$29,817.14 | -5.37% | +0.097% |
| CEG Constellation Energy Corporation | 2,490 | $546,183.83 | $654,247.5 | - | $108,063.67 | 19.79% | -0.307% |
| CME CME Group Inc. | 1,324 | $338,890.9 | $354,553.97 | - | $15,663.07 | 4.62% | +0.213% |
| COR Cencora, Inc. | 6,189 | $1.63M | $1.93M | - | $296,492.76 | 18.19% | -0.285% |
| COST Costco Wholesale Corporation | 1,828 | $1.38M | $1.74M | - | $356,868.01 | 25.8% | -0.239% |
| CSCO Cisco Systems, Inc. | 14,613 | $931,003.27 | $1.69M | - | $763,958.6 | 82.06% | +2.14% |
| CSV Carriage Services Inc. | 10,120 | $394,301.81 | $408,544.4 | - | $14,242.59 | 3.61% | +0.623% |
| DUK Duke Energy Corporation | 4,537 | $543,368.48 | $569,075.91 | - | $25,707.43 | 4.73% | -0.665% |
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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 - $2.54M, iShares Core U.S. Aggregate Bond ETF - $2.48M, Comfort Systems USA, Inc - $1.58M, Micron Technology, Inc - $1.44M, and Netflix, Inc - $1.04M. 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 S.A - $192,101.33, Nucor Corporation - $142,841.47, and Mohawk Industries, Inc - $124,815.91. 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 $9M 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 - $722,039.03, iShares 1-3 Year Treasury Bond ETF - $648,700.86, SPDR Portfolio Developed World ex-US ETF - $613,695.64, and JPMorgan Ultra-Short Income ETF - $372,785.69. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
