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:
99.65%
Gain -0.86%
Monthly
1.17%
Yearly
15.04%
Drawdown
23.01%
$5.24B
Equity
Holdings
$5.24B
Investment
$3.16B
$1.91B
Profit -$30.05M
Realized
-$169.44M
Unrealized
$2.08B
Dividends
$275.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$30.05M
Win %
73%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$47.84M
Win %
73%
This Month
Compared to last month
Gain
-0.55%
Profit
-$28.73M
Win %
73%
This Year
Compared to last year
Gain
19.39%
Profit
$851.06M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$22.33M 
ETN Eaton Corporation plc
+7.32%
+$1.2M 
GOOG Alphabet Inc
+6.88%
+$498,219.3 
GOOGL Alphabet Inc
+6.73%
+$18.77M 
VRT Vertiv Holdings Co
+6.18%
+$623,315.51 
ANET Arista Networks, Inc.
+5.46%
+$91,228.8 
FTNT Fortinet Inc.
+4.99%
+$21,051.8 
APO Apollo Global Management, Inc.
+4.44%
+$36,685.8 
SNPS Synopsys, Inc.
+4.41%
+$12,108.92 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$18,081 
KWR Quaker Chemical Corporation
+3.62%
+$11,608.8 
CNX CNX Resources Corporation
+3.44%
+$60,690 
TT Trane Technologies plc
+3.33%
+$346,241.58 
META Meta Platforms Inc Class A
+3.28%
+$1.87M 
ARES Ares Management Corporation
+3.2%
+$25,296.81 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$44,804.16 
MSFT Microsoft Corp.
+3.02%
+$5.96M 
NVDA NVIDIA Corporation
+2.93%
+$994,243.55 
LDOS Leidos Holdings Inc.
+2.84%
+$4,430.91 
LYB LyondellBasell Industries N.V.
+2.71%
+$7,588.29 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$5,156.42 
AR Antero Resources Corporation
+2.38%
+$47,150.88 
CVX Chevron Corporation
+2.35%
+$3.58M 
ORLY O'Reilly Automotive Inc.
+2.28%
+$76,306.55 
BP BP p.l.c. Sponsored ADR
+2.26%
+$31,991 
TPG TPG Inc.
+2.25%
+$3,595.2 
GLW Corning Incorporated
+2.24%
+$17,695.2 
WDC Western Digital Corporation
+2.21%
+$25,865.71 
EOG EOG Resources, Inc.
+2.19%
+$33,542.75 
CDNS Cadence Design Systems, Inc.
+2.16%
+$4,924.79 
CSCO Cisco Systems, Inc.
+2.14%
+$3.82M 
PSA Public Storage Common Stock
+2.12%
+$13,648.32 
TPL Texas Pacific Land Corporation
+2.11%
+$15,643.72 
ECG Everus Construction Group, Inc.
+2.02%
+$16,185 
OXY Occidental Petroleum Corporation
+2%
+$6,406.4 
GWW W.W. Grainger, Inc.
+1.97%
+$16,251.83 
OKE ONEOK, Inc.
+1.95%
+$11,139.48 
JCI Johnson Controls International plc
+1.93%
+$75,374.14 
ROK Rockwell Automation, Inc.
+1.93%
+$16,516.43 
LHX L3Harris Technologies, Inc.
+1.9%
+$20,701.95 
PANW Palo Alto Networks, Inc.
+1.89%
+$2.58M 
TSCO Tractor Supply Company
+1.85%
+$3,405.92 
CRM Salesforce Inc
+1.83%
+$24,722.35 
HUBS HubSpot, Inc.
+1.83%
+$2,615.63 
ORCL Oracle Corporation
+1.81%
+$229,614 
HWM Howmet Aerospace Inc.
+1.8%
+$9,516.8 
ZTS Zoetis Inc.
+1.66%
+$2,261.7 
J Jacobs Solutions Inc.
+1.64%
+$41,033.95 
KMI Kinder Morgan, Inc.
+1.64%
+$48,939.8 
SHEL Shell plc
+1.62%
+$32,606.07 
HPE Hewlett Packard Enterprise Company
+1.61%
+$10,570.84 
ACN Accenture plc Class A
+1.61%
+$59,677.56 
BSX Boston Scientific Corporation
+1.59%
+$4,885.16 
AIT Applied Industrial Technologies Inc.
+1.58%
+$16,079.94 
HPQ HP Inc.
+1.53%
+$5,749.02 
VZ Verizon Communications Inc.
+1.52%
+$109,685.1 
LMT Lockheed Martin Corporation
+1.5%
+$13,764.85 
RRC Range Resources Corporation
+1.49%
+$26,550 
CG The Carlyle Group Inc.
+1.46%
+$6,650.82 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,528.96 
NOC Northrop Grumman Corporation
+1.43%
+$71,226.05 
PH Parker-Hannifin Corporation
+1.43%
+$28,098.4 
PWR Quanta Services Inc.
+1.43%
+$43,326.27 
GE General Electric Company
+1.42%
+$146,247.19 
MKSI MKS Instruments Inc.
+1.42%
+$12,288.21 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$9,278.08 
WDAY Workday Inc.
+1.41%
+$28,738.01 
SLB Schlumberger Limited
+1.39%
+$8,419.08 
KLAC KLA Corporation
+1.38%
+$192,004.67 
OWL Blue Owl Capital Inc.
+1.38%
+$3,565.1 
CAH Cardinal Health Inc.
+1.3%
+$7,932.78 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$23,772.35 
RS Reliance Inc.
+1.27%
+$4,246.9 
CMCSA Comcast Corp
+1.23%
+$11,485.11 
COP ConocoPhillips
+1.22%
+$70,081.45 
ESE Esco Technologies Inc.
+1.21%
+$4,849.74 
WFC Wells Fargo & Company
+1.19%
+$46,172.34 
AMAT Applied Materials, Inc.
+1.18%
+$8,372.13 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$9,642.5 
VUG Vanguard Growth ETF
+1.1%
+$60,040.8 
EQT EQT Corporation
+1.1%
+$25,502.6 
ESAB Esab Corporation
+1.1%
+$2,120.64 
IGD Voya Global Equity Dividend Fund
+1.08%
+$700 
VMI Valmont Industries, Inc.
+1.07%
+$3,374.68 
VG Venture Global Inc.
+1.06%
+$6,657.84 
NOW ServiceNow, Inc.
+1.05%
+$43,523.2 
ADBE Adobe Inc.
+1.01%
+$28,061.91 
XLE Energy Select Sector SPDR Fund
+1%
+$5,399.68 
ADP Automatic Data Processing Inc.
+0.98%
+$4,737.09 
UNP Union Pacific Corporation
+0.92%
+$111,504.96 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$10,806.9 
AMLP Alerian MLP ETF
+0.89%
+$6,611.57 
WMB The Williams Companies, Inc.
+0.89%
+$53,560.71 
SCHW Charles Schwab Corporation
+0.87%
+$3,791.97 
IBM International Business Machines Corporation
+0.86%
+$27,349 
GEV GE Vernova Inc.
+0.85%
+$77,307.93 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,222.91 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,221.39 
MCD McDonald's Corporation
+0.82%
+$88,640.6 
EMR Emerson Electric Co.
+0.79%
+$7,743.23 
TSLA Tesla, Inc.
+0.76%
+$7,764.33 
MPC Marathon Petroleum Corporation
+0.76%
+$9,129.85 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$41,132.24 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$21,247.98 
MYRG Myr Group Inc.
+0.72%
+$4,760 
VOO Vanguard S&P 500 ETF
+0.71%
+$179,277.16 
CAT Caterpillar Inc.
+0.7%
+$127,631.47 
BMY Bristol-Myers Squibb Company
+0.69%
+$11,758.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$614,809.6 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$107,574.69 
DOW Dow Inc.
+0.67%
+$4,968.2 
UTG Reaves Utility Income Fund
+0.65%
+$1,794.75 
PLTR Palantir Technologies Inc.
+0.65%
+$2,463.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$169,874.4 
BEPC Brookfield Renewable Corporation
+0.63%
+$1,407 
SYY Sysco Corporation
+0.63%
+$1,669.5 
ET Energy Transfer L.P.
+0.59%
+$5,347.2 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$9,479.44 
MO Altria Group, Inc.
+0.57%
+$19,471.14 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$3,169.63 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$23,392.52 
EXC Exelon Corporation
+0.53%
+$2,445.12 
STX Seagate Technology Holdings plc
+0.52%
+$10,915.87 
GM General Motors Company
+0.52%
+$2,600.38 
PSX Phillips 66
+0.51%
+$954,307.05 
HON Honeywell International Inc.
+0.47%
+$184,479.53 
AXON Axon Enterprise, Inc.
+0.47%
+$1,082.41 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,687.61 
NSC Norfolk Southern Corporation
+0.46%
+$26,373.59 
KKR KKR & Co. Inc.
+0.45%
+$21,535.2 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,156.16 
CSX CSX Corporation
+0.42%
+$4,904.76 
PFE Pfizer Inc.
+0.4%
+$8,322.3 
RTX RTX Corporation
+0.39%
+$21,996.24 
VLO Valero Energy Corporation
+0.38%
+$5,400.22 
AVGO Broadcom Inc.
+0.37%
+$239,474.88 
PG Procter & Gamble Co
+0.37%
+$32,255.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$545,792.82 
TDG TransDigm Group Inc.
+0.36%
+$1,390.16 
BAC Bank of America Corporation
+0.36%
+$8,633.9 
RF Regions Financial Corporation
+0.32%
+$41,586.3 
MRK Merck & Co., Inc.
+0.32%
+$12,417.97 
SFBS ServisFirst Bancshares Inc.
+0.31%
+$257,516.28 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$2,663.42 
BAC-PL Bank of America Corporation
+0.29%
+$1,966.77 
JPM JPMorgan Chase & Co.
+0.27%
+$544,702.74 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$309.76 
SYM Symbotic Inc. Class A
+0.26%
+$773.95 
AMP Ameriprise Financial, Inc.
+0.25%
+$2,341.88 
NRG NRG Energy, Inc.
+0.24%
+$1,771.14 
WCC Wesco International Inc.
+0.24%
+$1,237.35 
CME CME Group Inc.
+0.21%
+$816.25 
SO The Southern Company
+0.21%
+$178,597.8 
JNJ Johnson & Johnson
+0.21%
+$281,438.48 
INTU Intuit Inc.
+0.18%
+$42,953.45 
T AT&T Inc.
+0.17%
+$2,108.28 
MS Morgan Stanley
+0.17%
+$36,576.92 
EHC Encompass Health Corporation
+0.16%
+$477 
CB Chubb Limited
+0.15%
+$10,200.91 
DELL Dell Technologies Inc.
+0.14%
+$230,689.76 
EA Electronic Arts Inc.
+0.13%
+$555.39 
DTE DTE Energy Company
+0.12%
+$343.4 
MMM 3M Company
+0.12%
+$54,491.71 
BDX Becton, Dickinson and Company
+0.1%
+$1,913.29 
ISRG Intuitive Surgical, Inc.
+0.1%
+$2,449.01 
LEU Centrus Energy Corp.
+0.1%
+$187.19 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$206.22 
C Citigroup Inc.
+0.1%
+$1,639.82 
WM Waste Management, Inc.
+0.1%
+$3,608.88 
WMT Walmart Inc.
+0.09%
+$189,579.19 
ABT Abbott Laboratories
+0.09%
+$7,125.66 
AEP American Electric Power Company, Inc.
+0.06%
+$949.41 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1,809.38 
HDV iShares Core High Dividend ETF
+0.04%
+$99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$146.61 
DIS The Walt Disney Company
+0.03%
+$14,654.25 
LFUS Littelfuse Inc.
+0.03%
+$126.36 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$21.4 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
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 
EHI Western Asset Global High Income Fund Inc.
0%
$0 5312
531229AQ5
0%
$0 AZN
AZN
0%
$0 UL
UL
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$1.91M 
CTVA Corteva Inc.
-11.9%
-$93,203.84 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$151,727.75 
OMEX Odyssey Marine Exploration Inc.
-8.03%
-$149.9 
AAPL Apple Inc.
-7.35%
-$24.31M 
EIX Edison International
-6.81%
-$27,754.08 
SYK Stryker Corporation
-6.42%
-$47,070.38 
EOSE Eos Energy Enterprises Inc.
-6.37%
-$7,095.5 
LIN Linde plc
-5.95%
-$1.06M 
MU Micron Technology, Inc.
-5.9%
-$184,318.89 
MSTR Strategy Inc.
-4.56%
-$18,736.46 
SPOT Spotify Technology S.A.
-4.34%
-$8,659.94 
SHOP Shopify Inc.
-4.29%
-$37,012.5 
TECK Teck Resources Ltd.
-3.6%
-$24,943.5 
CAG Conagra Brands Inc.
-3.46%
-$27,911 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$69,915.3 
GPN Global Payments Inc.
-3.18%
-$73,159.27 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$22,227.15 
BCRX BioCryst Pharmaceuticals Inc.
-2.81%
-$12,918.88 
AJG Arthur J. Gallagher & Co.
-2.75%
-$4,963.19 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$1.68M 
NPWR Net Power Inc.
-2.72%
-$1,200 
EQIX Equinix, Inc.
-2.7%
-$10,791.5 
FIS Fidelity National Information Services, Inc.
-2.67%
-$27,865.65 
UAA Under Armour Inc.
-2.63%
-$2,293.92 
QCOM QUALCOMM Incorporated
-2.63%
-$25,296.66 
XTIA XTI Aerospace Inc.
-2.61%
-$400 
FSV FirstService Corporation
-2.54%
-$6,002.1 
ABBV AbbVie Inc.
-2.51%
-$260,436.91 
ICE Intercontinental Exchange, Inc.
-2.42%
-$10,725.7 
SJM The J.M. Smucker Company
-2.41%
-$1.56M 
HLN Haleon Plc - ADR
-2.37%
-$13,710 
GLXY Galaxy Digital Inc. Class A Common Stock
-2.37%
-$3,933.12 
YUM Yum! Brands, Inc.
-2.37%
-$6,651.36 
USLM United States Lime & Minerals Inc.
-2.33%
-$5,167.95 
NODE VanEck Onchain Economy ETF
-2.28%
-$32,324.57 
PCG PG&E Corporation
-2.25%
-$4,978.4 
BAX Baxter International Inc.
-2.21%
-$10,635.34 
BA Boeing Company
-2.15%
-$9,857.94 
TXT Textron Inc.
-2.1%
-$7,358.41 
CCJ Cameco Corporation
-2.1%
-$18,631.35 
SMR NuScale Power Corporation
-2.09%
-$1,462.5 
KHC The Kraft Heinz Company
-2.01%
-$20,345.64 
DKS Dick's Sporting Goods, Inc.
-2%
-$9,380 
NFLX Netflix, Inc.
-2%
-$13,592.6 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$6,304.28 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4.68M 
CRUS Cirrus Logic, Inc.
-1.9%
-$5,767.96 
RBC RBC Bearings Incorporated
-1.89%
-$6,565.81 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$4,157.01 
LW Lamb Weston Holdings, Inc.
-1.87%
-$4,213 
URNM Sprott Uranium Miners ETF
-1.78%
-$14,080 
APD Air Products and Chemicals, Inc.
-1.77%
-$9,913.77 
PINS Pinterest, Inc. Class A
-1.72%
-$4,192.02 
BFS Saul Centers Inc.
-1.7%
-$4,122.33 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$4,872.4 
UNH UnitedHealth Group Incorporated
-1.68%
-$44,477.43 
CADE Cadence Bank
-1.66%
-$5,631.01 
BHP BHP Group Ltd.
-1.64%
-$70,354.77 
AGX Argan Inc.
-1.63%
-$18,880.02 
SNOW Snowflake Inc.
-1.62%
-$9,148.38 
SOLV Solventum Corporation
-1.59%
-$4,302.84 
DOCS Doximity Inc.
-1.55%
-$1,024.65 
GLD SPDR Gold Shares
-1.49%
-$22,907.08 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,697.54 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$10,059.75 
NKE Nike, Inc. - Class B
-1.37%
-$372,199.92 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$33,345.75 
JBTM JBT Marel Corporation
-1.35%
-$4,362.4 
PPG PPG Industries Inc.
-1.35%
-$3,512.26 
DD DuPont de Nemours, Inc.
-1.32%
-$9,729.48 
JOE The St. Joe Company
-1.32%
-$10,061.26 
MNST Monster Beverage Corporation
-1.3%
-$4,386.58 
TM Toyota Motor Corporation
-1.28%
-$2,745.35 
FCX Freeport-McMoRan Inc.
-1.28%
-$35,034.93 
IGR CBRE Global Real Estate Income Fund
-1.27%
-$1,575 
CLX The Clorox Company
-1.24%
-$3,697.2 
MDLZ Mondelez International, Inc.
-1.22%
-$4,171.87 
UBS UBS Group AG
-1.22%
-$9,436.7 
F Ford Motor Company
-1.21%
-$9,393.12 
TJX The TJX Companies, Inc.
-1.21%
-$1.09M 
SHW The Sherwin-Williams Company
-1.16%
-$9,496.18 
AVB AvalonBay Communities, Inc.
-1.16%
-$9,237.69 
SRE Sempra
-1.15%
-$9,626.38 
NEE NextEra Energy, Inc.
-1.15%
-$120,001.13 
DE Deere & Company
-1.13%
-$784,589.65 
TKO Tko Group Holdings Inc.
-1.09%
-$2,480 
TXN Texas Instruments Inc
-1.08%
-$77,001.45 
LOW Lowe's Companies Inc.
-1.08%
-$26,186.74 
PLD Prologis Inc.
-1.08%
-$912,966.66 
CRH CRH plc
-1.03%
-$3,346.19 
INTC Intel Corporation
-1.02%
-$92,781.45 
KO The Coca-Cola Company
-1.02%
-$217,317.6 
RUM Rumble Inc.
-1.02%
-$600 
UPS United Parcel Service, Inc.
-1%
-$64,948.8 
IBP Installed Building Products Inc.
-0.99%
-$1,964.7 
VMC Vulcan Materials Company
-0.98%
-$48,372.03 
PAGP Plains GP Holdings, L.P.
-0.98%
-$2,798.9 
XOM Exxon Mobil Corporation
-0.97%
-$1.53M 
MET MetLife Inc.
-0.97%
-$8,389.5 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$9,029.8 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$44,134.76 
CLF Cleveland-Cliffs Inc.
-0.95%
-$1,358.28 
FNF Fidelity National Financial, Inc.
-0.9%
-$22,213.33 
PGR Progressive Corporation
-0.87%
-$3,361.02 
CHKP Check Point Software Technologies Ltd.
-0.86%
-$1,320 
OCSL Oaktree Specialty Lending Corporation
-0.85%
-$1,517.1 
CIGI Colliers International Group Inc.
-0.83%
-$1,577 
GILD Gilead Sciences Inc.
-0.81%
-$4,483.26 
D Dominion Energy, Inc.
-0.8%
-$10,591.84 
KMB Kimberly-Clark Corporation
-0.8%
-$8,731.36 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$5,620.21 
PYPL PayPal Holdings Inc
-0.76%
-$5,564.68 
ULTA Ulta Beauty Inc.
-0.76%
-$25,661.74 
CVS CVS Health Corporation
-0.75%
-$15,051.08 
AWP abrdn Global Premier Properties Fund
-0.74%
-$1,212.62 
SPGI S&P Global Inc.
-0.74%
-$4,181.35 
MA Mastercard Incorporated
-0.74%
-$84,247.83 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$90,576.44 
BLK BlackRock, Inc.
-0.73%
-$2,274.3 
GAB Gabelli Equity Trust Inc.
-0.71%
-$1,985.22 
MAR Marriott International Inc. - Class A
-0.71%
-$26,346.5 
DUK Duke Energy Corporation
-0.67%
-$21,984.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,472.33 
AMGN Amgen Inc.
-0.64%
-$28,450.67 
GS The Goldman Sachs Group, Inc.
-0.63%
-$75,926.04 
AMT American Tower Corporation
-0.63%
-$6,987.26 
HAS Hasbro Inc.
-0.62%
-$2,094.5 
PM Philip Morris International Inc.
-0.61%
-$23,708.36 
ECL Ecolab Inc.
-0.61%
-$11,588.67 
MSCI MSCI Inc.
-0.61%
-$1,393 
DHR Danaher Corporation
-0.61%
-$305,002.95 
ACGL Arch Capital Group Ltd
-0.6%
-$1,414.59 
SBUX Starbucks Corporation
-0.57%
-$8,439.6 
COF Capital One Financial Corporation
-0.54%
-$2,914.28 
LLY Eli Lilly and Company
-0.53%
-$342,642.48 
SCHH Schwab U.S. REIT ETF
-0.49%
-$5,430 
ALL Allstate Corporation
-0.49%
-$2,301.02 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$1,955.34 
SMBK SmartFinancial Inc.
-0.47%
-$2,922.5 
IWM iShares Russell 2000 ETF
-0.47%
-$1,181.49 
PEP PepsiCo, Inc.
-0.46%
-$29,200.64 
CPB The Campbell's Company
-0.45%
-$1,349.2 
TRV The Travelers Companies, Inc.
-0.43%
-$12,515.14 
TEL TE Connectivity plc
-0.43%
-$6,084.93 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$5,967.59 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$7,210.5 
HD The Home Depot, Inc.
-0.42%
-$357,884.28 
MELI MercadoLibre, Inc.
-0.41%
-$2,380.69 
GL Globe Life Inc.
-0.4%
-$23,884.87 
AIG American International Group Inc.
-0.39%
-$2,285.32 
VGT Vanguard Information Technology ETF
-0.38%
-$3,677.36 
AXP American Express Company
-0.38%
-$57,091.13 
MDT Medtronic plc
-0.37%
-$2,095.68 
ARCC Ares Capital Corporation
-0.37%
-$2,676.45 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$14,204.37 
GPC Genuine Parts Company
-0.37%
-$6,641.48 
RSG Republic Services, Inc.
-0.37%
-$49,536.24 
ABNB Airbnb, Inc.
-0.37%
-$2,122.97 
KVUE Kenvue Inc.
-0.36%
-$9,220.26 
TMUS T-Mobile US, Inc.
-0.36%
-$1,476.07 
DG Dollar General Corporation
-0.35%
-$1,606.04 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$5,608.68 
CR Crane NXT Co.
-0.34%
-$984.21 
ADSK Autodesk, Inc.
-0.33%
-$13,093.85 
CL Colgate-Palmolive Company
-0.33%
-$3,493.5 
TFC Truist Financial Corporation
-0.33%
-$1,180.47 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$7,224.99 
CEG Constellation Energy Corporation
-0.31%
-$7,947.72 
RY Royal Bank of Canada
-0.29%
-$16,211.02 
VST Vistra Corp
-0.29%
-$5,166.88 
SDY SPDR S&P Dividend ETF
-0.28%
-$5,237.32 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$32,037.88 
CCI Crown Castle Inc.
-0.27%
-$5,384.61 
VTV Vanguard Value ETF
-0.27%
-$14,091.32 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$817.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$16,169 
BX Blackstone Inc.
-0.25%
-$5,595.64 
RBA Rb Global Inc.
-0.24%
-$679.6 
HUBB Hubbell Inc.
-0.24%
-$3,420.03 
COST Costco Wholesale Corporation
-0.24%
-$171,157.35 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$606.86 
VB Vanguard Small-Cap ETF
-0.22%
-$1,038.81 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,793.55 
PODD Insulet Corporation
-0.2%
-$239.57 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$450 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$16,279.29 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$852.48 
EPD Enterprise Products Partners L.P.
-0.18%
-$885.16 
BKNG Booking Holdings Inc.
-0.18%
-$569.53 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$16,762.36 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$683.1 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$840.82 
ELV Elevance Health, Inc.
-0.15%
-$418.87 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$333.52 
TIP iShares TIPS Bond ETF
-0.1%
-$308.11 
SEIC SEI Investments Company
-0.06%
-$165.84 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,124.8 
HOOD Robinhood Markets, Inc.
-0.05%
-$76.76 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$93.06 
V Visa Inc. Class A
-0.04%
-$48,980.4 
XEL Xcel Energy Inc.
-0.04%
-$316.38 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$745.41 
ACA Arcosa Inc.
-0.02%
-$100.44 
DORM Dorman Products, Inc.
-0.01%
-$30.9 
TGT Target Corporation
-0.01%
-$101.9 
UBER Uber Technologies, Inc.
-0.01%
-$59.35 Events
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Dividends
Dividend Analysis
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| Trades 4848 | Longs Won 2791/4848 57% | Profit Factor 4.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.16M |
| Average Win $874,074.14 | Best Trade (Sep 10) $161.43M | Sharpe Ratio -11.72 |
| Average Loss -$257,176.2 | Worst Trade (Jun 29) -$49.51M | Z-Score 10.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 5d | Expectancy $394,086.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0090 009066AB7 | 62,000 | $59.66 | $60.12 | - | $0.46 | 0.77% | 0.0 |
| 0116 011642AB1 | 25,000 | $23.89 | $23.89 | - | - | - | 0.0 |
| 0160 01609WBG6 | 15,000 | $20.8 | $19.11 | - | -$1.69 | -8.12% | 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 | $21.11 | - | -$5.98 | -22.07% | 0.0 |
| 1926 19260QAB3 | 26,000 | $27.75 | $28.46 | - | $0.71 | 2.56% | 0.0 |
| 2071 20717MAB9 | 19,000 | $15.5 | $15.5 | - | - | - | 0.0 |
| 2614 26142RAB0 | 13,000 | $11.21 | $11.21 | - | - | - | 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 | $17.45 | - | - | - | 0.0 |
| 3021 30212PBE4 | 12,000 | $10.66 | $10.74 | - | $0.08 | 0.75% | 0.0 |
| 3873 387328AD9 | 10,000 | $14.49 | $14.49 | - | - | - | 0.0 |
| 4013 40131MAD1 | 21,000 | $24.43 | $24.43 | - | - | - | 0.0 |
| 4500 450056AB2 | 20,000 | $23.67 | $20.77 | - | -$2.9 | -12.25% | 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 | $25.01 | - | -$0.88 | -3.4% | 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 - $33.38M, Chevron Corporation - $24.81M, International Business Machines Corporation - $24.27M, AbbVie Inc - $22.32M, and Exxon Mobil 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 - $25.37M, United Parcel Service, Inc - $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 $275.12M earned over time. The largest contributors to dividend income include Chevron Corporation - $23.47M, Exxon Mobil Corporation - $17.91M, JPMorgan Chase & Co - $14.17M, 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.
