JJ
Jeremy Johnson Portfolio
Invests via WINDWARD CAPITAL MANAGEMENT Co. /CA | Managed by Jeremy Johnson
Invests via WINDWARD CAPITAL MANAGEMENT Co. /CA
Managed by Jeremy Johnson
Automatically Tracked
Jeremy Johnson Profile
With a notable entrepreneurial path, Jeremy Johnson has established himself as a pivotal figure in the tech startup ecosystem. He co-founded multiple ventures that focus on innovative solutions to enhance financial accessibility and educational resources. His extensive background in both technology development and business strategy enables him to navigate complex market challenges effectively. A seasoned leader, he is recognized for his role in guiding emerging companies through growth phases, ensuring they adapt and thrive amid rapidly evolving industry dynamics. By fostering collaboration among diverse stakeholders, he plays an influential role in shaping investment landscapes within his sector.
With a notable entrepreneurial path, Jeremy Johnson has established himself as a pivotal figure in the tech startup ecosystem. He co-founded multiple ventures that focus on innovative solutions to enhance financial accessibility and educational resources. His extensive background in both technology development and business strategy enables him to navigate complex market challenges effectively. A seasoned leader, he is recognized for his role in guiding emerging companies through growth phases, ensuring they adapt and thrive amid rapidly evolving industry dynamics. By fostering collaboration among diverse stakeholders, he plays an influential role in shaping investment landscapes within his sector.
Investment Philosophy & Strategy
Innovation remains at the forefront of Jeremy Johnson's investment approach, as he actively seeks disruptive technologies that offer scalable solutions across various sectors. His strategic mindset focuses on leveraging advancements in technology to redefine market standards while enhancing user experiences. By combining an entrepreneurial spirit with extensive industry insight, he prioritizes investments that promise transformative impacts rather than incremental changes. Emphasizing collaboration and adaptability, he cultivates environments where startups can pivot effectively in response to evolving demands, thereby unlocking substantial growth potential.
Innovation remains at the forefront of Jeremy Johnson's investment approach, as he actively seeks disruptive technologies that offer scalable solutions across various sectors. His strategic mindset focuses on leveraging advancements in technology to redefine market standards while enhancing user experiences. By combining an entrepreneurial spirit with extensive industry insight, he prioritizes investments that promise transformative impacts rather than incremental changes. Emphasizing collaboration and adaptability, he cultivates environments where startups can pivot effectively in response to evolving demands, thereby unlocking substantial growth potential.
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:
102.88%
Gain +0.4%
Monthly
0.77%
Yearly
9.68%
Drawdown
27.86%
$1.68B
Equity
Holdings
$1.68B
Investment
$1.12B
$1B
Profit +$4.21M
Realized
$444.76M
Unrealized
$555.55M
Dividends
$165.42M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.4%
Profit
$4.21M
Win %
63%
This Week
Compared To Last Week
Gain
0.88%
Profit
$14.58M
Win %
63%
This Month
Compared to last month
Gain
2.63%
Profit
$42.87M
Win %
63%
This Year
Compared to last year
Gain
4.42%
Profit
$83.26M
Win %
63%
6295
629568106
+124.53%
+$186,909.09 XTO
XTO
+34.89%
+$133,393.47 KMG
KMG
+31%
+$266,704.84 WYE
WYE
+17.59%
+$37,567.54 
CRRTQ Carbo Ceramics Inc.
+15.02%
+$37,740.89 
ACN Accenture plc Class A
+4.63%
+$1.18M 
ZTS Zoetis Inc.
+4.16%
+$421,288.61 
WM Waste Management, Inc.
+3.91%
+$231,230.68 
TMO Thermo Fisher Scientific Inc.
+3.46%
+$745,372.84 
CMCSA Comcast Corp
+3.42%
+$176,183.28 
CI The Cigna Group
+3.19%
+$10,854.48 
TV Grupo Televisa S.A.B. Sponsored ADR
+2.95%
+$1,111.6 
UNH UnitedHealth Group Incorporated
+2.79%
+$490,189.49 
LYB LyondellBasell Industries N.V.
+2.45%
+$45,025.5 
DGX Quest Diagnostics Inc.
+2.45%
+$23,337.56 
CVS CVS Health Corporation
+2.42%
+$913,994.31 
ABT Abbott Laboratories
+2.29%
+$281,962.7 
BA Boeing Company
+2.2%
+$169,596.9 PX
PX
+1.63%
+$174,354.07 
GE General Electric Company
+1.62%
+$54,367.9 
DIS The Walt Disney Company
+1.55%
+$259,021.23 
CME CME Group Inc.
+1.35%
+$434,677.28 
TJX The TJX Companies, Inc.
+1.23%
+$328,128.5 
WELL Welltower Inc.
+1.06%
+$106,727.1 
MO Altria Group, Inc.
+0.97%
+$28,644.95 
UNP Union Pacific Corporation
+0.8%
+$43,253.69 
GOOGL Alphabet Inc
+0.45%
+$424,220.52 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$41,157.75 
PG Procter & Gamble Co
+0.35%
+$109,314 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$2,209.69 
RTX RTX Corporation
+0.26%
+$63,781.92 
JPM JPMorgan Chase & Co.
+0.07%
+$18,108.75 
DE Deere & Company
+0.04%
+$4,124.68 
A Agilent Technologies Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
+$0.21 
AMGN Amgen Inc.
0%
-$0.54 
AMZN Amazon.com Inc
0%
+$0.73 
APD Air Products and Chemicals, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBBYQ BED BATH & BEYOND INC
0%
$0 
BBY Best Buy Co., Inc.
0%
-$0.1 
BLK BlackRock, Inc.
0%
+$1.48 
BTU Peabody Energy Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAKE The Cheesecake Factory Incorporated
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CCL Carnival Corporation Ltd.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CMI Cummins Inc.
0%
+$1.04 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
EMR Emerson Electric Co.
0%
+$0.07 
GOOG Alphabet Inc
0%
-$2.69 
HD The Home Depot, Inc.
0%
+$0.13 
HON Honeywell International Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
LIN Linde plc
0%
+$0.83 
LMT Lockheed Martin Corporation
0%
-$1.09 
LOW Lowe's Companies Inc.
0%
$0 
MAR Marriott International Inc. - Class A
0%
+$1.03 
MHK Mohawk Industries, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PAYX Paychex Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
ROST Ross Stores, Inc.
0%
+$0.01 
RYN Rayonier Inc.
0%
$0 
SAIA Saia, Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
STT State Street Corp
0%
$0 
T AT&T Inc.
0%
-$0.15 
TER Teradyne, Inc.
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TGT Target Corporation
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
-$0.01 
WFC Wells Fargo & Company
0%
$0 
WMT Walmart Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XOM Exxon Mobil Corporation
0%
-$0.02 
YUM Yum! Brands, Inc.
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
Q Qnity Electronics Inc.
0%
$0 DNA
DNA
0%
$0 ACS
ACS
0%
$0 SPC
SPC
0%
$0 PIXR
PIXR
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 4945
4945SC
0%
$0 8580
858012108
0%
$0 STR
STR
-66.98%
-$1.41M 
JCP JC Penney Co Inc
-51.03%
-$1.23M JCI
JCI
-49.62%
-$1.54M 
FDC First Data Corp
-39.86%
-$122,936.09 CYN
CYN
-28.44%
-$84,150.78 
UTX United Technologies Corp
-27.55%
-$1.94M BJS
BJS
-25.12%
-$986,307.61 ABKF
ABKFQ
-21.7%
-$67,734.23 EQT
EQT
-6.3%
-$173,636.97 FO
FO
-5.3%
-$145,305.6 
LLL 2
-3.89%
-$80.13 
CTVA Corteva Inc.
-3.88%
-$37,551.28 
STX Seagate Technology Holdings plc
-3.19%
-$509,424.76 
INTC Intel Corporation
-2.8%
-$244,934.25 
ETN Eaton Corporation plc
-1.56%
-$518,370.68 
MRK Merck & Co., Inc.
-1.48%
-$57,512.76 
PANW Palo Alto Networks, Inc.
-1.27%
-$8,695.73 
IGT International Game Technology PLC
-0.83%
-$2,487.16 
PEP PepsiCo, Inc.
-0.69%
-$163,420.02 
DUK Duke Energy Corporation
-0.64%
-$48,919.68 
AAPL Apple Inc.
-0.28%
-$729,452.16 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$1,078.25 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.09%
-$236.34 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4682 | Longs Won 2657/4682 56% | Profit Factor 2.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.17M |
| Average Win $590,105.47 | Best Trade (Oct 16) $126.02M | Sharpe Ratio -8.73 |
| Average Loss -$280,295.18 | Worst Trade (Dec 30) -$32.62M | Z-Score -18.75 (100%) |
| Commissions $0 | Avg. Trade Length 2y 4m 2w 2d | Expectancy $213,650.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% |
| Consecutive Losing Trades | 5,988 | 5,389 | 4,790 | 4,192 | 3,593 | 2,994 | 2,395 | 1,796 | 1,198 | 599 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4945 4945SC | 6,950 | $332,000 | $332,000 | - | - | - | 0.0 |
| 6295 629568106 | 4,445 | $150,090.91 | $337,000 | - | $186,909.09 | 124.53% | +124.531% |
| 8580 858012108 | 4,855 | $286,000 | $286,000 | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 2,304 | $335,271.4 | $400,896 | - | $65,624.6 | 19.57% | 0.0 |
| AAPL Apple Inc. | 759,846 | $128.59M | $259.87M | - | $131.28M | 102.09% | -0.28% |
| ABKF ABKFQ | 3,885 | $273,580.42 | $244,464.29 | - | -$29,116.13 | -10.64% | -21.696% |
| ABT Abbott Laboratories | 120,496.88 | $2.95M | $12.61M | - | $9.66M | 327.27% | +2.286% |
| ACN Accenture plc Class A | 118,419 | $41.05M | $26.63M | - | -$14.41M | -35.11% | +4.633% |
| ACS ACS | 59,865 | $3.54M | $3.54M | - | - | - | 0.0 |
| ADP Automatic Data Processing Inc. | 20,804 | $4.68M | $5.83M | - | $1.16M | 24.71% | 0.0 |
| AMGN Amgen Inc. | 53,846 | $12.96M | $22.94M | - | $9.98M | 77.03% | 0.0 |
| AMZN Amazon.com Inc | 366,840 | $39.1M | $93.21M | - | $54.1M | 138.37% | 0.0 |
| APD Air Products and Chemicals, Inc. | 730 | $214,959.75 | $213,546.9 | - | -$1,412.85 | -0.66% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 5,532 | $5.37M | $9.17M | - | $3.8M | 70.79% | +0.451% |
| BA Boeing Company | 41,670 | $8.85M | $7.86M | - | -$987,192.53 | -11.15% | +2.204% |
| BAC Bank of America Corporation | 68,903 | $2.41M | $3.54M | - | $1.13M | 46.82% | 0.0 |
| BBBYQ BED BATH & BEYOND INC | 5,685 | $206,000 | $206,000 | - | - | - | 0.0 |
| BBY Best Buy Co., Inc. | 49,645 | $2.35M | $4.42M | - | $2.07M | 87.85% | 0.0 |
| BJS BJS | 105,375 | $3.52M | $2.94M | - | -$583,168.02 | -16.55% | -25.12% |
| BLK BlackRock, Inc. | 37,096 | $38.03M | $39.83M | - | $1.81M | 4.75% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Jeremy Johnson?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $135.79M, Amazon.com Inc - $56.95M, CVS Health Corporation - $34.9M, 22160k105 - $24.45M, and 70450y103 - $22.22M. 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: 65339f101 - $25.45M, 79466l302 - $11.17M, JCI - $6.97M, Continental Resources Inc-OK - $6.62M, and Peabody Energy Corporation - $6.16M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeremy Johnson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $165.42M earned over time. The largest contributors to dividend income include CVS Health Corporation - $10.54M, PepsiCo, Inc - $9.22M, Procter & Gamble Co - $8.43M, Citigroup Inc - $6.72M, and Costco Wholesale Corporation - $5.88M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeremy Johnson's monthly returns?
Jeremy Johnson'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 Jeremy Johnson's strategy be considered aggressive or moderate?
Jeremy Johnson'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 Jeremy Johnson's strategy?
Jeremy Johnson'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.
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