HC
Harry Cowley Portfolio
Invests via Stonegate Investment Group LLC | Managed by Tony Smith, Thomas Joy
Invests via Stonegate Investment Group LLC
Managed by Tony Smith, Thomas Joy
Automatically Tracked
Harry Cowley Profile
With a rich background in corporate strategy, Harry Cowley has emerged as a pivotal figure in the realms of finance and entrepreneurship. His extensive experience encompasses leadership roles across various sectors, including technology and consumer goods. Known for his ability to drive growth initiatives, he has successfully guided companies through transformative phases while enhancing operational efficiencies. In addition to his corporate endeavors, Harry's keen insights into market trends have positioned him as a sought-after advisor among emerging ventures looking to refine their strategic direction. His engagement in fostering innovation underscores his relevance within dynamic business landscapes.
With a rich background in corporate strategy, Harry Cowley has emerged as a pivotal figure in the realms of finance and entrepreneurship. His extensive experience encompasses leadership roles across various sectors, including technology and consumer goods. Known for his ability to drive growth initiatives, he has successfully guided companies through transformative phases while enhancing operational efficiencies. In addition to his corporate endeavors, Harry's keen insights into market trends have positioned him as a sought-after advisor among emerging ventures looking to refine their strategic direction. His engagement in fostering innovation underscores his relevance within dynamic business landscapes.
Investment Philosophy & Strategy
Growth opportunities within dynamic markets are paramount for effective capital allocation. With a strong foundation in corporate strategy, Harry Cowley harnesses his diverse expertise to identify ventures that exhibit robust scalability potential. By prioritizing innovation and operational enhancements, he adeptly navigates the complexities of various sectors such as technology and consumer goods. His approach centers on fostering sustainable growth while maximizing value through strategic partnerships and acquisitions. This multifaceted perspective enables him to guide startups towards achieving their objectives with precision.
Growth opportunities within dynamic markets are paramount for effective capital allocation. With a strong foundation in corporate strategy, Harry Cowley harnesses his diverse expertise to identify ventures that exhibit robust scalability potential. By prioritizing innovation and operational enhancements, he adeptly navigates the complexities of various sectors such as technology and consumer goods. His approach centers on fostering sustainable growth while maximizing value through strategic partnerships and acquisitions. This multifaceted perspective enables him to guide startups towards achieving their objectives with precision.
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:
124.07%
Gain -0.23%
Monthly
1.23%
Yearly
15.86%
Drawdown
23.01%
$5.39B
Equity
Holdings
$5.39B
Investment
$3.16B
$2.06B
Profit -$4.25M
Realized
-$169.45M
Unrealized
$2.23B
Dividends
$282.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$4.25M
Win %
73%
This Week
Compared To Last Week
Gain
0.3%
Profit
$15.91M
Win %
73%
This Month
Compared to last month
Gain
1.79%
Profit
$94.97M
Win %
73%
This Year
Compared to last year
Gain
22.88%
Profit
$1B
Win %
73%
XTIA XTI Aerospace, Inc.
+26.88%
+$2,285 
CCI Crown Castle Inc.
+9.55%
+$193,076.73 
FCNCA First Citizens BancShares, Inc. Class A Common Stock
+8.58%
+$57,507.77 
SLB SLB N.V.
+6.74%
+$41,352.54 
PANW Palo Alto Networks, Inc.
+6.41%
+$9.55M 
CRWD CrowdStrike Holdings, Inc.
+6.33%
+$119,636.64 
VG Venture Global Inc. Class A
+6.28%
+$38,282.58 
CLF Cleveland-Cliffs Inc.
+6.25%
+$10,063.62 
CHKP Check Point Software Technologies Ltd.
+4.13%
+$7,524 
COP ConocoPhillips
+3.81%
+$268,242.6 
RRC Range Resources Corporation
+3.65%
+$72,000 
EOG EOG Resources, Inc.
+3.56%
+$59,279.65 
HPE Hewlett Packard Enterprise Company
+3.39%
+$26,148.92 
MSTR Strategy Inc.
+3.36%
+$20,605.9 
AR Antero Resources Corporation
+3.32%
+$72,690.88 
MU Micron Technology Inc.
+3.32%
+$101,423.7 
AMT American Tower Corporation
+3.27%
+$37,730.82 
OXY Occidental Petroleum Corp.
+3.07%
+$10,982.4 
CNX CNX Resources Corporation
+2.88%
+$52,530 
FTNT Fortinet, Inc.
+2.77%
+$13,123.2 
ISRG Intuitive Surgical Inc.
+2.73%
+$82,588.35 
PAGP Plains GP Holdings, L.P. Class A Shares
+2.69%
+$8,073.75 
KMI Kinder Morgan Inc.
+2.56%
+$81,409.48 
XLE State Street Energy Select Sector SPDR ETF
+2.53%
+$15,649.92 
CVX Chevron Corporation
+2.4%
+$4.32M 
BP BP Plc Sponsored ADR
+2.38%
+$38,069.32 
LMT Lockheed Martin Corporation
+2.37%
+$22,346 
DOW Dow Inc.
+2.36%
+$18,630.75 
OKE ONEOK, Inc.
+2.34%
+$14,084.4 
IOT Samsara Inc. Class A Common Stock
+2.33%
+$12,546 
XOM ExxonMobil Holdings Corporation
+2.25%
+$4.02M 
TPL Texas Pacific Land Corporation
+2.25%
+$14,066.2 
SNPS Synopsys Inc.
+2.24%
+$6,964.64 
SNOW Snowflake Inc. Common Stock
+2.22%
+$13,248.06 
DELL Dell Technologies Inc. Class C Common Stock
+2.15%
+$4.01M 
MLPX Global X MLP & Energy Infrastructure ETF
+2.12%
+$17,891.1 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.11%
+$49,463.63 
EQT EQT Corporation
+2.04%
+$49,026.55 
CDNS Cadence Design Systems, Inc.
+2.04%
+$4,309.2 
EPD Enterprise Products Partners L.P.
+2%
+$9,230.85 
AMD Advanced Micro Devices Inc.
+1.85%
+$4.76M 
TXN Texas Instruments Inc.
+1.84%
+$130,927.1 
WMB The Williams Companies, Inc.
+1.8%
+$108,396.68 
ET Energy Transfer LP
+1.75%
+$15,595.96 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.7%
+$19,951.2 
AMLP Alerian MLP ETF
+1.69%
+$11,941.31 
INTC Intel Corporation
+1.59%
+$135,680.4 
ORCL Oracle Corporation
+1.54%
+$192,836 
RUM RUM Group Inc.
+1.53%
+$850 
CSCO Cisco Systems, Inc.
+1.38%
+$2.28M 
LYB LyondellBasell Industries N.V.
+1.35%
+$4,071.76 
MKSI MKS Inc.
+1.28%
+$7,432.11 
AMAT Applied Materials Inc.
+1.21%
+$6,456.46 
FCX Freeport-McMoRan Inc.
+1.19%
+$33,304.81 
QCOM QUALCOMM Incorporated
+1.17%
+$12,775.1 
JCI Johnson Controls International plc
+1.15%
+$44,465.32 
LDOS Leidos Holdings, Inc.
+1.13%
+$2,111.28 
LFUS Littelfuse Inc.
+1.13%
+$3,839.4 
AXON Axon Enterprise, Inc.
+1.06%
+$1,936 
HUBS HubSpot, Inc. Common Stock
+1.02%
+$1,670.08 
ANET Arista Networks Inc.
+1.02%
+$17,013.72 
GLW Corning Incorporated
+0.99%
+$7,183.2 
CRUS Cirrus Logic Inc.
+0.94%
+$2,378.43 
HUBB Hubbell Inc.
+0.91%
+$12,120 
ASML ASML Holding N.V. NY Registered Shares
+0.89%
+$20,521.6 
ABT Abbott Laboratories
+0.85%
+$68,881.38 
EMR Emerson Electric Co.
+0.82%
+$8,629.1 
ROK Rockwell Automation Inc.
+0.82%
+$6,318.87 
TECK Teck Resources Ltd Class B
+0.76%
+$4,933.27 
MSFT Microsoft Corporation Common Stock
+0.66%
+$1.5M 
XLK State Street Technology Select Sector SPDR ETF
+0.65%
+$5,616.8 
VGT Vanguard Information Technology ETF
+0.65%
+$6,585.04 
SPOT Spotify Technology S.A.
+0.61%
+$1,371.39 
URNM Sprott Uranium Miners ETF
+0.61%
+$4,080 
NOW ServiceNow Inc.
+0.56%
+$33,017.6 
DD DuPont de Nemours, Inc.
+0.53%
+$3,807.13 
PODD Insulet Corporation
+0.51%
+$551.76 
SHOP Shopify Inc.
+0.47%
+$5,604.75 
STX Seagate Technology Holdings plc
+0.44%
+$6,941.97 
AVGO Broadcom Inc.
+0.43%
+$233,754.09 
HON Honeywell International Inc.
+0.43%
+$150,496.06 
IBM International Business Machines Corporation
+0.42%
+$15,178.14 
BA The Boeing Company
+0.4%
+$1,542.89 
VMI Valmont Industries, Inc.
+0.39%
+$1,113.84 
RS Reliance, Inc.
+0.38%
+$1,337.59 
IBP Installed Building Products, Inc.
+0.36%
+$632.77 
FDN First Trust Dow Jones Internet Index Fund
+0.34%
+$713.28 
ABBV AbbVie Inc.
+0.33%
+$38,240.35 
USLM United States Lime & Minerals, Inc.
+0.3%
+$659.85 
SMR NuScale Power Corporation Class A Common Stock
+0.28%
+$121.87 
FBTC Fidelity Wise Origin Bitcoin Fund
+0.27%
+$2,559.49 
PWR Quanta Services, Inc.
+0.25%
+$6,374.22 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$59,304.15 
BHP BHP Group Ltd. Sponsored ADR
+0.21%
+$7,983.52 
RF Regions Financial Corp.
+0.18%
+$20,793.15 
SYK Stryker Corp.
+0.17%
+$1,085.11 
DE Deere & Company
+0.17%
+$123,457.67 
CME CME Group Inc. Class A Common Stock
+0.15%
+$658.72 
JPC Nuveen Preferred & Income Opportunities Fund
+0.15%
+$154.88 
ESE Esco Technologies Inc.
+0.13%
+$397.72 
BAC-PL Bank of America Corporation
+0.12%
+$759.52 
SFBS ServisFirst Bancshares, Inc.
+0.12%
+$183,940.2 
HAS Hasbro Inc.
+0.1%
+$426 
GEV GE Vernova Inc.
+0.1%
+$7,861.22 
MPC Marathon Petroleum Corp.
+0.09%
+$1,566.2 
ACA Arcosa, Inc.
+0.08%
+$401.76 
J Jacobs Solutions Inc.
+0.04%
+$1,129.57 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$171.53 
VRT Vertiv Holdings Co Class A Common Stock
+0.03%
+$2,215.05 
GEHC GE HealthCare Technologies Inc.
+0.01%
+$8,757.96 
AVB AvalonBay Communities, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TLNE TALEN ENERGY CORP NEW
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 2614
26142RAB0
0%
$0 8114
81141RAG5
0%
$0 8245
82452JAD1
0%
$0 1891
18915MAC1
0%
$0 2071
20717MAB9
0%
$0 7668
76680RAH0
0%
$0 5502
55024UAF6
0%
$0 7695
76954AAB9
0%
$0 0090
009066AB7
0%
$0 9441
94419LAP6
0%
$0 6933
69331CAL2
0%
$0 1926
19260QAB3
0%
$0 6821
682189AS4
0%
$0 8425
842587DP9
0%
$0 9035
90353TAJ9
0%
$0 8942
89422GAA5
0%
$0 0116
011642AB1
0%
$0 0925
09257WAE0
0%
$0 8522
852234AJ2
0%
$0 2644
26441CBY0
0%
$0 2935
29355AAK3
0%
$0 2987
298736AL3
0%
$0 3021
30212PBE4
0%
$0 3873
387328AD9
0%
$0 6821
682189AU9
0%
$0 8250
82509LAA5
0%
$0 6705
67059NAH1
0%
$0 7374
737446AT1
0%
$0 5380
538034BA6
0%
$0 6935
69352PAS2
0%
$0 8118
81180WBL4
0%
$0 ARES
ARESPRB
0%
$0 7573
75737FAE8
0%
$0 9581
958102AT2
0%
$0 7020
70202LAD4
0%
$0 8680
86800UAB0
0%
$0 0160
01609WBG6
0%
$0 9227
92277GAZ0
0%
$0 1080
10806XAB8
0%
$0 6047
604749AB7
0%
$0 0204
02043QAB3
0%
$0 4500
450056AB2
0%
$0 5949
594972AL5
0%
$0 4013
40131MAD1
0%
$0 4657
465741AQ9
0%
$0 5312
531229AQ5
0%
$0 AZN
AZN
0%
$0 UL
UL
0%
$0 
GL Globe Life Inc.
-7.9%
-$435,489.89 
T AT&T Inc.
-6.22%
-$74,580.4 
SSNC SS&C Technologies Holdings, Inc.
-6.07%
-$38,083.04 
TMUS T-Mobile US Inc.
-5.86%
-$21,813.31 
DG Dollar General Corp.
-5.81%
-$28,837.52 
CIGI Colliers International Group Inc.
-4.89%
-$8,968 
MET MetLife, Inc.
-4.78%
-$44,178.75 
UAA Under Armour, Inc.
-4.61%
-$2,867.4 
ACN Accenture plc
-4.42%
-$259,471.36 
DKS DICK'S Sporting Goods, Inc.
-4.2%
-$14,667.98 
NPWR Net Power Inc. Class A Common Stock
-4.07%
-$1,146 
HWM Howmet Aerospace Inc.
-4.03%
-$14,886.67 
ODFL Old Dominion Freight Line, Inc.
-3.9%
-$15,338.7 
GPC Genuine Parts Company
-3.85%
-$71,179.34 
TDG TransDigm Group Inc.
-3.81%
-$13,511.4 
NVS Novartis AG Sponsored ADR
-3.79%
-$14,741.4 
AXP American Express Company
-3.76%
-$550,237.41 
CL Colgate-Palmolive Co.
-3.63%
-$41,223.3 
YUM Yum! Brands, Inc.
-3.63%
-$10,012.8 
TSCO Tractor Supply Company
-3.56%
-$7,511.27 
TPG TPG Inc. Class A Common Stock
-3.38%
-$5,842.2 
GPN Global Payments Inc.
-3.33%
-$75,677.49 
PCG PG&E Corporation
-3.31%
-$5,351.78 
CPB The Campbell's Company Common Stock
-3.29%
-$9,444.4 
TGT Target Corp.
-3.28%
-$26,443.5 
FSV FirstService Corporation
-3.23%
-$7,747.25 
ECG Everus Construction Group, Inc.
-3.03%
-$19,110.02 
HD The Home Depot, Inc.
-3%
-$2.53M 
CLX The Clorox Company
-2.96%
-$8,072.22 
LOW Lowe's Companies, Inc.
-2.95%
-$69,562.08 
CR Crane Company
-2.94%
-$7,600.52 
OWL Blue Owl Capital Inc. Class A Common Stock
-2.94%
-$7,257.52 
SYY Sysco Corp.
-2.93%
-$7,749 
LLY Eli Lilly and Company
-2.9%
-$2.12M 
SJM The J. M. Smucker Company
-2.83%
-$2M 
DORM Dorman Products, Inc.
-2.82%
-$5,550.14 
F Ford Motor Co.
-2.81%
-$17,481.64 
SOLV Solventum Corporation
-2.75%
-$7,498.79 
PG The Procter & Gamble Company
-2.64%
-$265,958.2 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.62%
-$9,264.78 
CTVA Corteva Inc.
-2.6%
-$2,937.28 
LEU Centrus Energy Corp. Class A Common Stock
-2.58%
-$2,797.6 
BKNG Booking Holdings Inc.
-2.54%
-$6,867.5 
PEP PepsiCo, Inc.
-2.54%
-$160,831.65 
CMG Chipotle Mexican Grill, Inc.
-2.52%
-$38,184.51 
KO The Coca-Cola Company
-2.52%
-$580,720.92 
INTU Intuit Inc.
-2.51%
-$671,421.21 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.44%
-$2,882.75 
FIS Fidelity National Information Services, Inc.
-2.4%
-$20,842.6 
WDC Western Digital Corp.
-2.39%
-$18,566.24 
CAT Caterpillar Inc.
-2.37%
-$375,016.33 
MNST Monster Beverage Corporation
-2.36%
-$7,702.42 
KMB Kimberly-Clark Corporation
-2.28%
-$25,449.93 
BMY Bristol-Myers Squibb Company
-2.27%
-$37,364.47 
BLK BlackRock, Inc.
-2.26%
-$7,313.11 
GE General Electric Company
-2.25%
-$192,476.79 
NSC Norfolk Southern Corp.
-2.19%
-$125,911.17 
WTW Willis Towers Watson Public Limited Company
-2.18%
-$5,187.41 
ULTA Ulta Beauty, Inc.
-2.12%
-$88,435.27 
MO Altria Group, Inc.
-2.1%
-$79,881.6 
NKE Nike, Inc. Class B Common Stock
-2.1%
-$516,587.82 
GM General Motors Co.
-2.07%
-$9,044.8 
BCRX BioCryst Pharmaceuticals, Inc.
-2.06%
-$7,955.05 
PPG PPG Industries, Inc.
-1.97%
-$5,175.35 
UBER Uber Technologies Inc.
-1.96%
-$8,041.93 
APO Apollo Global Management Inc.
-1.96%
-$15,457.5 
ADBE Adobe Inc.
-1.93%
-$58,247.69 
GAB Gabelli Equity Trust Inc.
-1.92%
-$4,963.04 
KVUE Kenvue Inc.
-1.91%
-$50,052.84 
JOE The St. Joe Company
-1.9%
-$16,001.04 
SHW The Sherwin-Williams Company
-1.9%
-$15,612.8 
BTI British American Tobacco plc ADR
-1.89%
-$5,340.9 
MCD McDonald's Corporation
-1.88%
-$191,382.25 
MS Morgan Stanley Common Stock
-1.87%
-$350,526.9 
MA Mastercard Inc. Class A Common Stock
-1.83%
-$230,343.66 
UNP Union Pacific Corp.
-1.82%
-$227,185.11 
RBC RBC Bearings Incorporated
-1.82%
-$5,381.6 
ORLY O'Reilly Automotive Inc.
-1.81%
-$64,036.15 
NRG NRG Energy, Inc.
-1.8%
-$9,409.5 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.8%
-$18,913.47 
ALL The Allstate Corporation
-1.78%
-$8,159.72 
CB Chubb Limited
-1.78%
-$124,528.09 
AIG American International Group, Inc.
-1.77%
-$10,836.83 
CG The Carlyle Group Inc.
-1.75%
-$6,902.74 
KKR Korro Bio, Inc.
-1.73%
-$77,048.16 
PH Parker-Hannifin Corporation
-1.73%
-$31,533.94 
BX Blackstone Inc.
-1.71%
-$35,496.58 
VMC Vulcan Materials Co.
-1.7%
-$82,975.86 
XEL Xcel Energy Inc.
-1.69%
-$14,026.18 
COF Capital One Financial Corp.
-1.68%
-$8,794.36 
CAG Conagra Brands Inc.
-1.66%
-$13,418.75 
RTX RTX Corporation
-1.66%
-$84,580.78 
CADE Cadence Bank
-1.66%
-$5,631.01 
HLT Hilton Worldwide Holdings Inc.
-1.62%
-$7,406.02 
MRK Merck & Co., Inc.
-1.6%
-$71,174.75 
HPQ HP Inc.
-1.58%
-$7,501.77 
WMT Walmart Inc.
-1.58%
-$3.62M 
CAH Cardinal Health, Inc.
-1.58%
-$10,800.4 
JNJ Johnson & Johnson
-1.56%
-$2.21M 
KHC The Kraft Heinz Company
-1.55%
-$14,971.32 
HIG The Hartford Insurance Group, Inc.
-1.54%
-$10,574.85 
CSX CSX Corporation
-1.53%
-$18,451.24 
FNF Fidelity National Financial, Inc.
-1.52%
-$29,775.26 
LW Lamb Weston Holdings, Inc.
-1.51%
-$3,517.86 
JBTM JBT Marel Corporation
-1.5%
-$3,788.4 
JPM JPMorgan Chase & Co.
-1.47%
-$2.87M 
AEP American Electric Power Company, Inc.
-1.44%
-$25,498.44 
SEIC SEI Investments Company
-1.44%
-$4,146 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
-1.43%
-$2,889.9 
EHC Encompass Health Corporation
-1.42%
-$4,743.51 
EIX Edison International
-1.42%
-$4,245.96 
UTG Reaves Utility Income Fund
-1.4%
-$3,417.22 
C Citigroup Inc.
-1.38%
-$21,319.35 
TXT Textron Inc.
-1.37%
-$4,302.47 
ZTS Zoetis Inc. Class A Common Stock
-1.37%
-$2,010.4 
MAA Mid-America Apartment Communities, Inc.
-1.33%
-$148,802.64 
AMGN Amgen Inc. Common Stock
-1.33%
-$68,143.68 
TJX The TJX Companies, Inc.
-1.32%
-$1.11M 
COST Costco Wholesale Corp
-1.32%
-$1.01M 
PINS Pinterest Inc.
-1.31%
-$2,994.3 
KWR Quaker Houghton
-1.28%
-$4,166.73 
AWP abrdn Global Premier Properties Fund
-1.28%
-$1,751.56 
SBUX Starbucks Corp.
-1.28%
-$18,285.8 
V Visa Inc. Class A
-1.27%
-$1.85M 
EQIX Equinix, Inc.
-1.26%
-$4,603.1 
BSX Boston Scientific Corp.
-1.26%
-$3,881.35 
MMM 3M Company
-1.26%
-$573,479.53 
VZ Verizon Communications Inc.
-1.25%
-$88,531.54 
BAX Baxter International Inc.
-1.25%
-$5,768.32 
UNH UnitedHealth Group Inc.
-1.25%
-$33,279.45 
AMP Ameriprise Financial Inc.
-1.24%
-$10,445.05 
CRH CRH plc Ordinary Shares
-1.24%
-$3,616.6 
ABNB Airbnb Inc. Class A Common Stock
-1.21%
-$8,074.79 
PFE Pfizer Inc.
-1.2%
-$30,376.4 
CP Canadian Pacific Kansas City Ltd.
-1.19%
-$3,271.22 
BEPC Brookfield Renewable Corporation
-1.18%
-$2,311.5 
CRM Salesforce, Inc.
-1.18%
-$21,958.79 
MAR Marriott International, Inc. Class A Common Stock
-1.17%
-$46,329.62 
RSG Republic Services Inc.
-1.17%
-$180,362.08 
TRV The Travelers Companies, Inc.
-1.16%
-$36,086.6 
CVS CVS Health Corporation Common Stock
-1.15%
-$20,766.68 
NVO Novo Nordisk A/S Sponsored ADR
-1.13%
-$14,904.83 
GS The Goldman Sachs Group, Inc.
-1.13%
-$117,755.73 
EXC Exelon Corp.
-1.11%
-$5,094 
SO The Southern Company
-1.09%
-$910,848.78 
SPLV Invesco S&P 500 Low Volatility ETF
-1.08%
-$2,475 
NFLX Netflix Inc.
-1.07%
-$6,703.2 
SNY Sanofi ADR
-1.07%
-$2,738.25 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.06%
-$4,843.75 
UBS UBS Group AG
-1.06%
-$7,186.41 
CCJ Cameco Corporation
-1.04%
-$8,258.22 
ECL Ecolab Inc.
-1.04%
-$20,534.24 
EHI Western Asset Global High Income Fund Inc.
-1.04%
-$1,139.93 
PM Philip Morris International Inc.
-1.03%
-$41,892.02 
MRSH Marsh & McLennan Companies, Inc.
-1.01%
-$48,985 
HLN Haleon Plc ADR
-1.01%
-$5,998.12 
SDY State Street SPDR S&P Dividend ETF
-1.01%
-$19,163.83 
SCHW The Charles Schwab Corporation
-1.01%
-$3,833.64 
BRK-B Berkshire Hathaway Inc.
-1%
-$1.61M 
MSCI MSCI Inc.
-0.99%
-$2,443.72 
DTE DTE Energy Company
-0.98%
-$2,626 
ADP Automatic Data Processing Inc.
-0.94%
-$5,322.39 
ARCC Ares Capital Corp.
-0.93%
-$6,691.12 
DHR Danaher Corp.
-0.91%
-$538,240.5 
TMO Thermo Fisher Scientific Inc.
-0.91%
-$14,785.87 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
-0.88%
-$14,942.69 
AIT Applied Industrial Technologies Inc.
-0.86%
-$8,264.97 
TM Toyota Motor Corporation Sponsored ADR
-0.86%
-$1,908.36 
NODE VanEck Onchain Economy ETF
-0.86%
-$10,182.42 
IDXX IDEXX Laboratories, Inc.
-0.86%
-$32,633.94 
WFC Wells Fargo & Company
-0.84%
-$31,686.99 
BAC Bank of America Corporation
-0.83%
-$16,679.2 
RIO Rio Tinto plc ADR
-0.83%
-$11,897.2 
ADSK Autodesk Inc.
-0.82%
-$35,455.43 
GLD SPDR Gold Shares
-0.81%
-$12,228 
MYRG MYR Group Inc.
-0.81%
-$4,140 
TSLA Tesla, Inc.
-0.81%
-$9,935.8 
VIG Vanguard Dividend Appreciation ETF
-0.8%
-$31,281.6 
AJG Arthur J. Gallagher & Co.
-0.8%
-$1,519.28 
D Dominion Energy, Inc.
-0.8%
-$9,835.28 
SYM Symbotic Inc. Class A Common Stock
-0.79%
-$2,251.52 
IGD Voya Global Equity Dividend and Premium Opportunity Fund
-0.78%
-$500 
DUK Duke Energy Corporation
-0.77%
-$25,125.12 
OMEX Odyssey Marine Exploration, Inc.
-0.76%
-$12.4 
UPS United Parcel Service, Inc. Class B Common Stock
-0.75%
-$47,010.56 
RBA RB Global Inc.
-0.71%
-$1,510.2 
TKO TKO Group Holdings, Inc. Class A Common Stock
-0.71%
-$1,562.4 
BDX Becton, Dickinson and Company
-0.7%
-$15,756.52 
OCSL Oaktree Specialty Lending Corp.
-0.7%
-$1,213.68 
SPGI S&P Global Inc.
-0.69%
-$4,249.45 
RY Royal Bank of Canada
-0.68%
-$36,407.75 
RSP Invesco S&P 500 Equal Weight ETF
-0.68%
-$67,048.44 
SRE Sempra
-0.67%
-$5,327.22 
ELV Elevance Health, Inc.
-0.66%
-$2,206.6 
FELV Fidelity Enhanced Large Cap Value ETF
-0.66%
-$3,927.59 
PNC The PNC Financial Services Group, Inc.
-0.66%
-$4,736.74 
MGV Vanguard Mega Cap Value ETF
-0.65%
-$1,732.74 
BFS Saul Centers, Inc.
-0.64%
-$1,327.53 
VTV Vanguard Morningstar Value ETF
-0.63%
-$33,915.28 
VYM Vanguard High Dividend Yield ETF
-0.59%
-$2,003.52 
NLR VanEck Uranium and Nuclear ETF
-0.59%
-$3,517.62 
EOSE Eos Energy Enterprises Inc. Ordinary Shares Class A
-0.58%
-$308.5 
IVE iShares S&P 500 Value ETF
-0.58%
-$50,105.14 
VLO Valero Energy Corporation
-0.58%
-$11,163.48 
CEG Constellation Energy Corporation
-0.58%
-$14,423.74 
ACGL Arch Capital Group Ltd.
-0.57%
-$1,368.21 
LHX L3Harris Technologies, Inc.
-0.57%
-$5,817.4 
MDT Medtronic plc
-0.56%
-$3,536.46 
AAPL Apple Inc.
-0.55%
-$1.91M 
GOOGL Alphabet Inc
-0.55%
-$1.49M 
DOCS Doximity Inc. Class A Common Stock
-0.55%
-$574.42 
PGR The Progressive Corporation
-0.54%
-$2,258.75 
AMZN Amazon.com Inc
-0.54%
-$835,613.55 
GWW W.W. Grainger Inc.
-0.54%
-$4,444.45 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$1,625.91 
ARES Ares Management Corp. Class A Common Stock
-0.53%
-$4,205.52 
ICE Intercontinental Exchange, Inc.
-0.53%
-$2,462.1 
VST Vistra Corp.
-0.53%
-$8,951.92 
META Meta Platforms Inc Class A
-0.53%
-$360,958.73 
VB Vanguard Small-Cap ETF
-0.52%
-$2,361.02 
IWS iShares Russell Mid-Cap Value ETF
-0.5%
-$11,810.04 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.5%
-$21,513.6 
WCC WESCO International, Inc.
-0.48%
-$2,331.39 
PLD Prologis, Inc.
-0.47%
-$340,917.93 
IWV iShares Russell 3000 ETF
-0.46%
-$7,769.96 
WM Waste Management Inc.
-0.45%
-$17,634.46 
APP AppLovin Corporation Class A Common Stock
-0.44%
-$928.63 
GOOG Alphabet Inc
-0.44%
-$30,365.78 
HDV iShares Core High Dividend ETF
-0.43%
-$1,287 
DIS The Walt Disney Company
-0.42%
-$232,025.62 
VEA Vanguard FTSE Developed Markets ETF
-0.41%
-$2,105.58 
IVV iShares Core S&P 500 ETF
-0.41%
-$375,848 
VOO Vanguard S&P 500 ETF
-0.4%
-$103,654.91 
VTI Vanguard Total Stock Market ETF
-0.4%
-$18,086.88 
LIN Linde plc
-0.39%
-$70,182.82 
KLAC KLA Corporation
-0.39%
-$44,723.8 
SPY State Street SPDR S&P 500 ETF Trust
-0.39%
-$11,917.18 
NEE NextEra Energy Inc.
-0.39%
-$37,426.1 
NOC Northrop Grumman Corporation
-0.38%
-$19,603.31 
PYPL PayPal Holdings, Inc.
-0.37%
-$2,719.11 
VV Vanguard Morningstar Large-Cap ETF
-0.37%
-$60,712.24 
IGR CBRE Global Real Estate Income Fund
-0.37%
-$349.65 
PSA Public Storage
-0.37%
-$2,335.65 
MELI MercadoLibre Inc.
-0.34%
-$1,929.33 
VTWO Vanguard Russell 2000 ETF
-0.34%
-$5,552.09 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$8,760.61 
IWR iShares Russell Mid-Cap ETF
-0.33%
-$37,205.28 
AGX Argan Inc.
-0.31%
-$2,059.98 
IWM iShares Russell 2000 ETF
-0.3%
-$714.01 
APD Air Products and Chemicals Inc.
-0.3%
-$1,717.64 
ESAB ESAB Corporation
-0.27%
-$406.08 
CMCSA Comcast Corp. Class A Common Stock
-0.26%
-$2,376.23 
VUG Vanguard Morningstar Growth ETF
-0.26%
-$14,526 
IVW iShares S&P 500 Growth ETF
-0.25%
-$624.92 
SMBK SmartFinancial Inc.
-0.24%
-$1,402.8 
EVV Eaton Vance Limited Duration Income Fund
-0.24%
-$371.04 
TEL TE Connectivity plc
-0.18%
-$2,529.69 
NVDA NVIDIA Corporation
-0.17%
-$62,684.28 
TT Trane Technologies plc
-0.16%
-$16,993.2 
BND Vanguard Total Bond Market ETF
-0.15%
-$473.55 
SCHH Schwab U.S. REIT ETF
-0.15%
-$1,583.75 
ALNY Alnylam Pharmaceuticals, Inc.
-0.13%
-$160.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.13%
-$8,084.5 
MGK Vanguard Mega Cap Growth ETF
-0.13%
-$1,167.25 
IWF iShares Russell 1000 Growth ETF
-0.12%
-$6,932.4 
PFF iShares Preferred and Income Securities ETF
-0.12%
-$240.59 
WDAY Workday Inc Class A Common Stock
-0.11%
-$3,028.57 
ETN Eaton Corporation plc
-0.11%
-$16,936.78 
VONG Vanguard Russell 1000 Growth ETF
-0.1%
-$414.83 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.1%
-$239.75 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.1%
-$182.31 
PSX Phillips 66
-0.08%
-$212,072.16 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.06%
-$369.6 
TFC Truist Financial Corporation
-0.02%
-$69.44 
GILD Gilead Sciences Inc.
-0.02%
-$125.7 
TIP iShares TIPS Bond ETF
-0.01%
-$14.01 Events
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Dividends
Dividend Analysis
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| Trades 4848 | Longs Won 2840/4848 58% | Profit Factor 5.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.42M |
| Average Win $905,785.09 | Best Trade (Oct 15) $150.22M | Sharpe Ratio -11.72 |
| Average Loss -$253,358.17 | Worst Trade (Jun 29) -$49.51M | Z-Score 13.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 3d | Expectancy $425,677.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0090 009066AB7 | 62,000 | $59.66 | $60.61 | - | $0.95 | 1.59% | 0.0 |
| 0116 011642AB1 | 25,000 | $23.89 | $23.89 | - | - | - | 0.0 |
| 0160 01609WBG6 | 15,000 | $20.8 | $27.56 | - | $6.76 | 32.5% | 0.0 |
| 0204 02043QAB3 | 13,000 | $21.37 | $21.37 | - | - | - | 0.0 |
| 0925 09257WAE0 | 11,000 | $8.7 | $8.7 | - | - | - | 0.0 |
| 1080 10806XAB8 | 16,000 | $18.25 | $18.25 | - | - | - | 0.0 |
| 1891 18915MAC1 | 25,000 | $27.09 | $31.14 | - | $4.05 | 14.95% | 0.0 |
| 1926 19260QAB3 | 26,000 | $27.75 | $27.24 | - | -$0.51 | -1.84% | 0.0 |
| 2071 20717MAB9 | 19,000 | $15.5 | $15.5 | - | - | - | 0.0 |
| 2614 26142RAB0 | 13,000 | $11.21 | $11.32 | - | $0.11 | 0.98% | 0.0 |
| 2644 26441CBY0 | 26,000 | $25.92 | $25.92 | - | - | - | 0.0 |
| 2935 29355AAK3 | 25,000 | $22.24 | $22.24 | - | - | - | 0.0 |
| 2987 298736AL3 | 18,000 | $17.45 | $17.92 | - | $0.47 | 2.69% | 0.0 |
| 3021 30212PBE4 | 12,000 | $10.66 | $11.66 | - | $1 | 9.38% | 0.0 |
| 3873 387328AD9 | 10,000 | $14.49 | $17.13 | - | $2.64 | 18.22% | 0.0 |
| 4013 40131MAD1 | 21,000 | $24.43 | $24.43 | - | - | - | 0.0 |
| 4500 450056AB2 | 20,000 | $23.67 | $27.44 | - | $3.77 | 15.93% | 0.0 |
| 4657 465741AQ9 | 13,000 | $14.9 | $14.9 | - | - | - | 0.0 |
| 5312 531229AQ5 | 16,000 | $17.59 | $17.59 | - | - | - | 0.0 |
| 5380 538034BA6 | 18,000 | $25.89 | $29.04 | - | $3.15 | 12.17% | 0.0 |
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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 Harry Cowley?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $34.33M, Chevron Corporation - $24.81M, International Business Machines Corporation - $24.27M, AbbVie Inc - $22.39M, and ExxonMobil Holdings Corporation - $20.61M. 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: Global X SuperDividend U.S. ETF - $40.32M, Intel Corporation - $35.08M, CVS Health Corporation Common Stock - $25.37M, United Parcel Service, Inc. Class B Common Stock - $16.97M, and Adobe Inc - $16.13M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Harry Cowley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $282.65M earned over time. The largest contributors to dividend income include Chevron Corporation - $23.47M, ExxonMobil Holdings Corporation - $17.91M, JPMorgan Chase & Co - $15.13M, Phillips 66 - $13.09M, and Johnson & Johnson - $12.13M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Harry Cowley's monthly returns?
Harry Cowley's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Harry Cowley's strategy be considered aggressive or moderate?
Harry Cowley'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 Harry Cowley's strategy?
Harry Cowley'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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