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:
88.86%
Gain +1.31%
Monthly
1.14%
Yearly
14.54%
Drawdown
23%
$5.05B
Equity
Holdings
$5.05B
Investment
$3.16B
$1.77B
Profit +$39.58M
Realized
-$118.03M
Unrealized
$1.89B
Dividends
$265.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.31%
Profit
$39.58M
Win %
73%
This Week
Compared To Last Week
Gain
0.02%
Profit
$1.16M
Win %
73%
This Month
Compared to last month
Gain
0.95%
Profit
$47.35M
Win %
73%
This Year
Compared to last year
Gain
15.07%
Profit
$661.54M
Win %
73%
GLXY Galaxy Digital Inc. Class A Common Stock
+10.49%
+$17,506.24 
AGX Argan Inc.
+8.93%
+$98,450 
GPN Global Payments Inc.
+6.21%
+$128,161.35 
MSTR Strategy Inc.
+5.78%
+$23,021.48 
NODE VanEck Onchain Economy ETF
+5.03%
+$69,314.54 
SMR NuScale Power Corporation
+4.53%
+$2,843.75 
VG Venture Global Inc.
+4.2%
+$27,582.48 
AXON Axon Enterprise, Inc.
+4.16%
+$9,328 
MU Micron Technology, Inc.
+4.1%
+$124,200.3 
AMD Advanced Micro Devices, Inc.
+4.1%
+$10.28M 
INTC Intel Corporation
+3.86%
+$366,137.55 
WDC Western Digital Corporation
+3.82%
+$40,004 
HUBS HubSpot, Inc.
+3.54%
+$4,878.23 
ELV Elevance Health, Inc.
+3.25%
+$9,073.24 
STX Seagate Technology Holdings plc
+3.06%
+$59,080.5 
RUM Rumble Inc.
+3.04%
+$1,750 
AVGO Broadcom Inc.
+3%
+$1.85M 
SNOW Snowflake Inc.
+2.87%
+$14,624.09 
SPOT Spotify Technology S.A.
+2.84%
+$5,183.74 
PLTR Palantir Technologies Inc.
+2.82%
+$11,488.4 
XTIA XTI Aerospace Inc.
+2.74%
+$400 
SHOP Shopify Inc.
+2.69%
+$23,406 
OMEX Odyssey Marine Exploration Inc.
+2.62%
+$51.6 
CRM Salesforce Inc
+2.52%
+$32,117.45 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.44%
+$18,387.92 
GEV GE Vernova Inc.
+2.29%
+$225,039.57 
LFUS Littelfuse Inc.
+2.22%
+$8,592.48 
NOC Northrop Grumman Corporation
+2.14%
+$104,365.39 
PODD Insulet Corporation
+2.13%
+$2,533.74 
ISRG Intuitive Surgical, Inc.
+2.08%
+$48,777.51 
IOT Samsara Inc. Class A Common Stock
+2.04%
+$9,594 
MSFT Microsoft Corp.
+2.03%
+$3.5M 
LYB LyondellBasell Industries N.V.
+1.98%
+$5,413.59 
VLO Valero Energy Corporation
+1.97%
+$27,726.68 
ALNY Alnylam Pharmaceuticals Inc
+1.94%
+$2,782 
WDAY Workday Inc.
+1.94%
+$36,212.47 
GOOG Alphabet Inc
+1.9%
+$142,937.1 
VRT Vertiv Holdings Co
+1.89%
+$242,322.04 
MPC Marathon Petroleum Corporation
+1.8%
+$21,468.4 
GOOGL Alphabet Inc
+1.77%
+$5.14M 
PSX Phillips 66
+1.76%
+$3.22M 
NOW ServiceNow, Inc.
+1.69%
+$65,284.8 
MELI MercadoLibre, Inc.
+1.68%
+$9,314.64 
VST Vistra Corp
+1.61%
+$30,040 
ICE Intercontinental Exchange, Inc.
+1.57%
+$6,226 
ULTA Ulta Beauty Inc.
+1.56%
+$49,086.87 
EPD Enterprise Products Partners L.P.
+1.54%
+$7,460.55 
CAG Conagra Brands Inc.
+1.54%
+$11,808.5 
IBM International Business Machines Corporation
+1.51%
+$45,892.39 
TXN Texas Instruments Inc
+1.47%
+$106,577.21 
ALL Allstate Corporation
+1.42%
+$6,292.35 
AMZN Amazon.com Inc
+1.42%
+$2.17M 
NRG NRG Energy, Inc.
+1.4%
+$10,018.35 
APP AppLovin Corporation Class A Common Stock
+1.37%
+$4,611.53 
DD DuPont de Nemours, Inc.
+1.37%
+$9,782.36 
PAGP Plains GP Holdings, L.P.
+1.37%
+$3,767.75 
ABT Abbott Laboratories
+1.37%
+$108,864.25 
WMB The Williams Companies, Inc.
+1.36%
+$85,017 
DOW Dow Inc.
+1.35%
+$10,060.6 
CVX Chevron Corporation
+1.33%
+$1.98M 
HOOD Robinhood Markets, Inc.
+1.32%
+$2,533.08 
INTU Intuit Inc.
+1.32%
+$288,614.23 
ANET Arista Networks, Inc.
+1.27%
+$20,973.81 
RTX RTX Corporation
+1.27%
+$64,417.56 
ACN Accenture plc Class A
+1.27%
+$41,297.62 
COP ConocoPhillips
+1.25%
+$69,114.76 
KMI Kinder Morgan, Inc.
+1.22%
+$37,175.43 
BEPC Brookfield Renewable Corporation
+1.21%
+$2,747 
DOCS Doximity Inc.
+1.21%
+$807.3 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+1.16%
+$14,132.1 
NLR VanEck Uranium and Nuclear ETF
+1.11%
+$7,627 
FTNT Fortinet Inc.
+1.04%
+$4,596.4 
SCHW Charles Schwab Corporation
+1.04%
+$4,396.19 
V Visa Inc. Class A
+1.03%
+$1.3M 
PWR Quanta Services Inc.
+1.03%
+$29,954.26 
XLK State Street Technology Select Sector SPDR ETF
+1.03%
+$8,540.37 
TMUS T-Mobile US, Inc.
+1.02%
+$4,592.28 
EOG EOG Resources, Inc.
+1%
+$14,767.09 
AMLP Alerian MLP ETF
+1%
+$7,286.22 
NVDA NVIDIA Corporation
+0.99%
+$349,988.97 
FIS Fidelity National Information Services, Inc.
+0.99%
+$9,401.83 
OXY Occidental Petroleum Corporation
+0.98%
+$3,088.8 
CDNS Cadence Design Systems, Inc.
+0.96%
+$2,171.7 
VGT Vanguard Information Technology ETF
+0.95%
+$9,236.16 
XLE Energy Select Sector SPDR Fund
+0.94%
+$4,987.84 
FCX Freeport-McMoRan Inc.
+0.94%
+$23,789.15 
FDN First Trust Dow Jones Internet Index Fund
+0.94%
+$1,883.51 
TEL TE Connectivity plc
+0.91%
+$12,580.08 
XOM Exxon Mobil Corporation
+0.87%
+$1.29M 
ETN Eaton Corporation plc
+0.83%
+$140,790.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$2,044.78 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$217,699.4 
MDT Medtronic plc
+0.76%
+$4,125.87 
HON Honeywell International Inc.
+0.73%
+$267,009.14 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$39,976.84 
LDOS Leidos Holdings Inc.
+0.71%
+$1,055.64 
MMM 3M Company
+0.69%
+$285,442.3 
VONG Vanguard Russell 1000 Growth Fund
+0.69%
+$2,696.39 
MKSI MKS Instruments Inc.
+0.67%
+$6,454.98 
PGR Progressive Corporation
+0.66%
+$2,493.66 
SSNC SS&C Technologies Holdings Inc.
+0.62%
+$3,013.01 
KHC The Kraft Heinz Company
+0.6%
+$5,950.14 
LMT Lockheed Martin Corporation
+0.6%
+$4,864.75 
CEG Constellation Energy Corporation
+0.59%
+$14,619.88 
QCOM QUALCOMM Incorporated
+0.58%
+$6,308.3 
T AT&T Inc.
+0.57%
+$6,588.37 
VUG Vanguard Growth ETF
+0.57%
+$31,311.6 
MAA Mid-America Apartment Communities, Inc.
+0.56%
+$69,318 
TJX The TJX Companies, Inc.
+0.56%
+$493,037.7 
TXT Textron Inc.
+0.55%
+$2,030.61 
MA Mastercard Incorporated
+0.55%
+$58,873.91 
TM Toyota Motor Corporation
+0.54%
+$1,060.2 
LHX L3Harris Technologies, Inc.
+0.53%
+$5,977.88 
EHC Encompass Health Corporation
+0.53%
+$1,563.5 
ESE Esco Technologies Inc.
+0.51%
+$2,084.89 
MGK Vanguard Mega Cap Growth ETF
+0.51%
+$4,466 
CRWD CrowdStrike Holdings, Inc.
+0.5%
+$8,063.16 
OKE ONEOK, Inc.
+0.49%
+$2,944.92 
CMCSA Comcast Corp
+0.44%
+$4,158.4 
PANW Palo Alto Networks, Inc.
+0.44%
+$660,825.9 
ACGL Arch Capital Group Ltd
+0.43%
+$1,020.36 
CME CME Group Inc.
+0.43%
+$1,517.92 
META Meta Platforms Inc Class A
+0.43%
+$294,800.6 
SYK Stryker Corporation
+0.39%
+$2,654.84 
MLPX Global X MLP & Energy Infrastructure ETF
+0.39%
+$3,474 
DUK Duke Energy Corporation
+0.39%
+$12,693.42 
JPC Nuveen Preferred & Income Opportunities Fund
+0.39%
+$464.64 
PYPL PayPal Holdings Inc
+0.38%
+$2,719.11 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.38%
+$6,452.49 
BSX Boston Scientific Corporation
+0.37%
+$1,104.18 
APD Air Products and Chemicals, Inc.
+0.36%
+$2,016.34 
HAS Hasbro Inc.
+0.36%
+$1,047.25 
BP BP p.l.c. Sponsored ADR
+0.36%
+$4,798.65 
AR Antero Resources Corporation
+0.34%
+$6,455.18 
AMAT Applied Materials, Inc.
+0.34%
+$2,540.01 
EHI Western Asset Global High Income Fund Inc.
+0.34%
+$414.52 
GLW Corning Incorporated
+0.33%
+$3,007.6 
HLT Hilton Worldwide Holdings Inc.
+0.32%
+$1,329.12 
TPL Texas Pacific Land Corporation
+0.32%
+$2,516.54 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$45,245.62 
CR Crane NXT Co.
+0.26%
+$779.19 
EQIX Equinix, Inc.
+0.26%
+$1,004.77 
LEU Centrus Energy Corp.
+0.26%
+$416 
VOO Vanguard S&P 500 ETF
+0.25%
+$62,340.72 
AWP abrdn Global Premier Properties Fund
+0.24%
+$404.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$10,731.5 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$7,082.62 
IVV iShares Core S&P 500 ETF
+0.24%
+$213,742.4 
IGD Voya Global Equity Dividend Fund
+0.24%
+$150 
GEHC GE HealthCare Technologies Inc.
+0.21%
+$118,232.46 
URNM Sprott Uranium Miners ETF
+0.21%
+$1,600 
COF Capital One Financial Corporation
+0.2%
+$1,057.16 
IWV ISHARES RUSSELL 3000 ETF
+0.2%
+$3,205.12 
PCG PG&E Corporation
+0.17%
+$373.38 
SJM The J.M. Smucker Company
+0.14%
+$84,766.56 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$196,602.79 
MO Altria Group, Inc.
+0.14%
+$4,992.6 
KVUE Kenvue Inc.
+0.13%
+$3,292.95 
C Citigroup Inc.
+0.13%
+$2,144.42 
ET Energy Transfer L.P.
+0.12%
+$1,118.46 
ADSK Autodesk, Inc.
+0.12%
+$4,421.3 
UBER Uber Technologies, Inc.
+0.11%
+$474.8 
IGR CBRE Global Real Estate Income Fund
+0.11%
+$131.25 
UTG Reaves Utility Income Fund
+0.09%
+$255.57 
EA Electronic Arts Inc.
+0.08%
+$349.67 
VO Vanguard Mid-Cap ETF
+0.08%
+$3,452.8 
DG Dollar General Corporation
+0.08%
+$356.9 
CVS CVS Health Corporation
+0.07%
+$1,524.16 
TGT Target Corporation
+0.06%
+$412.59 
OCSL Oaktree Specialty Lending Corporation
+0.04%
+$75.86 
CHKP Check Point Software Technologies Ltd.
+0.04%
+$60 
HUBB Hubbell Inc.
+0.03%
+$420 
PFF iShares Preferred and Income Securities ETF
+0.03%
+$59.12 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.02%
+$47.95 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$73.31 
RRC Range Resources Corporation
+0.01%
+$225 
AIT Applied Industrial Technologies Inc.
+0.01%
+$90 
IWM iShares Russell 2000 ETF
0%
+$4.26 
009066AB7
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94419LAP6
0%
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958102AT2
0%
$0 
ARESPRB
0%
$0 
AZN
0%
$0 
CRUS Cirrus Logic, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
NPWR Net Power Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$1.91M 
ESAB Esab Corporation
-5.21%
-$10,558.08 
RS Reliance Inc.
-3.65%
-$12,088.56 
KKR KKR & Co. Inc.
-3.44%
-$166,060.32 
CMG Chipotle Mexican Grill, Inc.
-3.41%
-$63,192.68 
UPS United Parcel Service, Inc.
-3.3%
-$240,310.56 
VMC Vulcan Materials Company
-2.94%
-$153,450.99 
TFC Truist Financial Corporation
-2.84%
-$10,346.56 
ARES Ares Management Corporation
-2.8%
-$22,429.44 
DORM Dorman Products, Inc.
-2.77%
-$6,075.78 
CLF Cleveland-Cliffs Inc.
-2.75%
-$3,148.74 
CRH CRH plc
-2.73%
-$9,514.7 
AAPL Apple Inc.
-2.48%
-$8.2M 
CG The Carlyle Group Inc.
-2.3%
-$10,681.62 
BX Blackstone Inc.
-2.23%
-$49,485.38 
ORCL Oracle Corporation
-2.23%
-$280,059.5 
NFLX Netflix, Inc.
-2.23%
-$14,290.85 
DELL Dell Technologies Inc.
-2.21%
-$3.61M 
CIGI Colliers International Group Inc.
-2.13%
-$4,123 
UAA Under Armour Inc.
-2.09%
-$1,975.32 
LW Lamb Weston Holdings, Inc.
-2.08%
-$4,107.68 
EMR Emerson Electric Co.
-2.04%
-$18,636.08 
LOW Lowe's Companies Inc.
-1.96%
-$47,182.24 
MS Morgan Stanley
-1.96%
-$428,759.42 
NVS Novartis AG Sponsored ADR
-1.96%
-$7,488.88 
FCNCA First Citizens BancShares, Inc.
-1.94%
-$12,521.68 
CP Canadian Pacific Kansas City Limited
-1.93%
-$5,507.83 
UBS UBS Group AG
-1.92%
-$14,663.18 
MRK Merck & Co., Inc.
-1.9%
-$73,294.54 
PEP PepsiCo, Inc.
-1.89%
-$118,171.34 
GE General Electric Company
-1.88%
-$190,731.71 
SOLV Solventum Corporation
-1.86%
-$4,708.18 
MNST Monster Beverage Corporation
-1.86%
-$6,251.74 
AMT American Tower Corporation
-1.82%
-$19,707.72 
LLY Eli Lilly and Company
-1.82%
-$1.2M 
FNF Fidelity National Financial, Inc.
-1.81%
-$44,426.57 
TPG TPG Inc.
-1.81%
-$2,958.92 
WCC Wesco International Inc.
-1.81%
-$8,933.14 
RY Royal Bank of Canada
-1.8%
-$103,111 
GWW W.W. Grainger, Inc.
-1.8%
-$15,248.67 
CL Colgate-Palmolive Company
-1.8%
-$19,447.15 
OWL Blue Owl Capital Inc.
-1.79%
-$4,329.05 
TSLA Tesla, Inc.
-1.79%
-$22,372 
HD The Home Depot, Inc.
-1.77%
-$1.55M 
CCI Crown Castle Inc.
-1.76%
-$35,640.99 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.71%
-$3,890.25 
IBP Installed Building Products Inc.
-1.71%
-$3,451.5 
APO Apollo Global Management, Inc.
-1.68%
-$13,911.75 
CSX CSX Corporation
-1.68%
-$19,852.6 
CADE Cadence Bank
-1.66%
-$5,631.01 
WMT Walmart Inc.
-1.64%
-$3.55M 
HPQ HP Inc.
-1.63%
-$5,678.91 
DE Deere & Company
-1.63%
-$1.12M 
BKNG Booking Holdings Inc.
-1.61%
-$4,891 
UNP Union Pacific Corporation
-1.58%
-$199,204.74 
ODFL Old Dominion Freight Line, Inc.
-1.58%
-$7,637.27 
BDX Becton, Dickinson and Company
-1.56%
-$27,742.73 
ECL Ecolab Inc.
-1.54%
-$28,531.17 
BA Boeing Company
-1.51%
-$6,689.33 
RF Regions Financial Corporation
-1.47%
-$193,376.3 
ORLY O'Reilly Automotive Inc.
-1.46%
-$48,314.7 
SHW The Sherwin-Williams Company
-1.46%
-$11,495.4 
SRE Sempra
-1.44%
-$12,430.18 
JNJ Johnson & Johnson
-1.42%
-$1.91M 
DTE DTE Energy Company
-1.41%
-$4,231.9 
RIO Rio Tinto Plc Sponsored ADR
-1.39%
-$21,245 
GPC Genuine Parts Company
-1.38%
-$24,905.55 
CAT Caterpillar Inc.
-1.38%
-$273,383.72 
SNY Sanofi American Depositary Receipt
-1.35%
-$3,681.43 
NSC Norfolk Southern Corporation
-1.33%
-$77,163.02 
PLD Prologis Inc.
-1.31%
-$1.14M 
SFBS ServisFirst Bancshares Inc.
-1.31%
-$1.05M 
BAX Baxter International Inc.
-1.3%
-$5,317.67 
DIS The Walt Disney Company
-1.27%
-$605,709 
MDLZ Mondelez International, Inc.
-1.27%
-$4,198.95 
PNC The PNC Financial Services Group, Inc.
-1.27%
-$10,188.69 
SHEL Shell plc
-1.24%
-$23,955.48 
PPG PPG Industries Inc.
-1.22%
-$3,326.18 
KLAC KLA Corporation
-1.2%
-$196,630.5 
WFC Wells Fargo & Company
-1.11%
-$43,908.99 
F Ford Motor Company
-1.09%
-$8,088.52 
TKO Tko Group Holdings Inc.
-1.07%
-$2,467.6 
HPE Hewlett Packard Enterprise Company
-1.07%
-$6,815.41 
AEP American Electric Power Company, Inc.
-1.06%
-$18,973.28 
NEE NextEra Energy, Inc.
-1.05%
-$111,090.15 
D Dominion Energy, Inc.
-1.04%
-$13,996.36 
BLK BlackRock, Inc.
-1.04%
-$3,166.35 
DKS Dick's Sporting Goods, Inc.
-1.02%
-$5,205.92 
SMBK SmartFinancial Inc.
-1%
-$5,611.2 
RBC RBC Bearings Incorporated
-0.99%
-$3,540.2 
ARCC Ares Capital Corporation
-0.99%
-$7,264.65 
EQT EQT Corporation
-0.99%
-$21,545.3 
PSA Public Storage Common Stock
-0.98%
-$6,346.85 
EXC Exelon Corporation
-0.95%
-$4,482.72 
NKE Nike, Inc. - Class B
-0.95%
-$266,315.46 
BAC Bank of America Corporation
-0.94%
-$22,565.87 
NVO Novo Nordisk A/S Sponsored ADR
-0.91%
-$15,407.24 
RSG Republic Services, Inc.
-0.9%
-$127,016 
CNX CNX Resources Corporation
-0.89%
-$15,045 
MET MetLife Inc.
-0.85%
-$7,140 
CCJ Cameco Corporation
-0.84%
-$7,251.12 
SYY Sysco Corporation
-0.81%
-$2,094.75 
PFE Pfizer Inc.
-0.8%
-$16,644.6 
BAC-PL Bank of America Corporation
-0.78%
-$5,330 
PG Procter & Gamble Co
-0.77%
-$69,989 
CAH Cardinal Health Inc.
-0.74%
-$4,556 
VRTX Vertex Pharmaceuticals Incorporated
-0.74%
-$7,073.08 
SNPS Synopsys, Inc.
-0.73%
-$2,078.34 
BFS Saul Centers Inc.
-0.71%
-$1,816.62 
IDXX IDEXX Laboratories, Inc.
-0.68%
-$25,999.88 
SO The Southern Company
-0.68%
-$580,442.85 
ECG Everus Construction Group, Inc.
-0.68%
-$5,882.5 
GILD Gilead Sciences Inc.
-0.68%
-$3,808.29 
COST Costco Wholesale Corporation
-0.68%
-$476,694.5 
RBA Rb Global Inc.
-0.67%
-$1,887.75 
PH Parker-Hannifin Corporation
-0.66%
-$12,903.95 
ADBE Adobe Inc.
-0.65%
-$17,273.1 
TSCO Tractor Supply Company
-0.64%
-$1,185.99 
SPLV Invesco S&P 500 Low Volatility ETF
-0.63%
-$1,440 
TT Trane Technologies plc
-0.61%
-$68,209.78 
GM General Motors Company
-0.61%
-$2,628.64 
SBUX Starbucks Corporation
-0.61%
-$9,002.24 
KWR Quaker Chemical Corporation
-0.59%
-$1,834.61 
BHP BHP Group Ltd.
-0.58%
-$23,451.59 
AIG American International Group Inc.
-0.58%
-$3,427.98 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.57%
-$2,518.75 
J Jacobs Solutions Inc.
-0.56%
-$14,023.14 
CLX The Clorox Company
-0.54%
-$1,602.12 
TRV The Travelers Companies, Inc.
-0.54%
-$15,271.54 
MRSH Marsh & McLennan Companies, Inc.
-0.52%
-$23,037.5 
HWM Howmet Aerospace Inc.
-0.5%
-$2,608.51 
SLB Schlumberger Limited
-0.5%
-$2,909.53 
JOE The St. Joe Company
-0.49%
-$3,636.6 
JPM JPMorgan Chase & Co.
-0.49%
-$973,511.28 
EOSE Eos Energy Enterprises Inc.
-0.48%
-$617 
GL Globe Life Inc.
-0.48%
-$29,119.91 
GS The Goldman Sachs Group, Inc.
-0.48%
-$59,991.04 
SCHH Schwab U.S. REIT ETF
-0.47%
-$5,203.75 
ROK Rockwell Automation, Inc.
-0.45%
-$3,787.68 
TMO Thermo Fisher Scientific Inc.
-0.45%
-$5,725.92 
GAB Gabelli Equity Trust Inc.
-0.44%
-$1,240.76 
AXP American Express Company
-0.44%
-$70,128.69 
DHR Danaher Corporation
-0.43%
-$225,548.4 
UNH UnitedHealth Group Incorporated
-0.43%
-$11,491.71 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$15,321.6 
TECK Teck Resources Ltd.
-0.4%
-$2,427.83 
MSCI MSCI Inc.
-0.39%
-$987.04 
ABBV AbbVie Inc.
-0.39%
-$39,649.21 
BMY Bristol-Myers Squibb Company
-0.38%
-$6,009.67 
SDY SPDR S&P Dividend ETF
-0.37%
-$6,784.71 
VMI Valmont Industries, Inc.
-0.36%
-$1,276.28 
BTI British American Tobacco p.l.c. ADR
-0.35%
-$1,030.7 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$28,952.45 
CTVA Corteva Inc.
-0.34%
-$2,630.4 
WTW Willis Towers Watson Public Limited Company
-0.34%
-$716 
TDG TransDigm Group Inc.
-0.33%
-$1,247.11 
AMGN Amgen Inc.
-0.33%
-$13,766.4 
PINS Pinterest, Inc. Class A
-0.32%
-$748.58 
JCI Johnson Controls International plc
-0.32%
-$12,200.85 
ASML ASML Holding N.V. New York Registry Shares
-0.3%
-$7,786.64 
SYM Symbotic Inc. Class A
-0.29%
-$844.32 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$904.05 
ABNB Airbnb, Inc.
-0.28%
-$1,554.27 
ZTS Zoetis Inc.
-0.27%
-$376.95 
MCD McDonald's Corporation
-0.27%
-$29,412.83 
IWS iShares Russell Mid-Cap Value ETF
-0.27%
-$6,252.3 
EVV Eaton Vance Limited Duration Income Fund
-0.27%
-$463.8 
LIN Linde plc
-0.26%
-$47,137.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$16,492.38 
EIX Edison International
-0.26%
-$1,035.6 
XEL Xcel Energy Inc.
-0.25%
-$2,109.2 
WM Waste Management, Inc.
-0.25%
-$9,842.4 
CPB The Campbell's Company
-0.25%
-$742.06 
PM Philip Morris International Inc.
-0.25%
-$9,641.95 
HDV iShares Core High Dividend ETF
-0.25%
-$693 
JBTM JBT Marel Corporation
-0.25%
-$757.68 
USLM United States Lime & Minerals Inc.
-0.23%
-$479.66 
VZ Verizon Communications Inc.
-0.23%
-$15,684.97 
BCRX BioCryst Pharmaceuticals Inc.
-0.21%
-$993.76 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$667.04 
TIP iShares TIPS Bond ETF
-0.21%
-$630.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$1,071.26 
FSV FirstService Corporation
-0.2%
-$489.3 
CSCO Cisco Systems, Inc.
-0.2%
-$345,684.02 
KO The Coca-Cola Company
-0.2%
-$38,634.24 
MGV Vanguard Mega Cap Value ETF
-0.2%
-$503.06 
ACA Arcosa Inc.
-0.17%
-$837 
GLD SPDR Gold Shares
-0.16%
-$2,445.6 
FELV Fidelity Enhanced Large Cap Value ETF
-0.16%
-$895.76 
VTV Vanguard Value ETF
-0.16%
-$8,120.56 
HLN Haleon Plc - ADR
-0.15%
-$856.87 
YUM Yum! Brands, Inc.
-0.15%
-$393.36 
MAR Marriott International Inc. - Class A
-0.14%
-$5,269.26 
AJG Arthur J. Gallagher & Co.
-0.14%
-$257.32 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$3,918.13 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$417.38 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$11,326.2 
AVB AvalonBay Communities, Inc.
-0.11%
-$915.25 
SEIC SEI Investments Company
-0.08%
-$221.12 
ADP Automatic Data Processing Inc.
-0.08%
-$365.8 
KMB Kimberly-Clark Corporation
-0.07%
-$793.76 
HIG The Hartford Insurance Group, Inc.
-0.05%
-$369.8 
VB Vanguard Small-Cap ETF
-0.04%
-$180.99 
VTWO Vanguard Russell 2000 ETF
-0.03%
-$432.63 
MYRG Myr Group Inc.
-0.02%
-$160 
SPGI S&P Global Inc.
-0.02%
-$102.14 
CB Chubb Limited
-0.01%
-$384.94 
AMP Ameriprise Financial, Inc.
0%
-$16.97 Events
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Dividends
Dividend Analysis
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| Trades 4848 | Longs Won 2780/4848 57% | Profit Factor 4.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.64M |
| Average Win $806,360.15 | Best Trade (Jul 19) $130.76M | Sharpe Ratio -11.72 |
| Average Loss -$226,916.34 | Worst Trade (Jun 30) -$27.27M | Z-Score 1.34 (82.11%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $365,598 |
| 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 | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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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 - $32.51M, International Business Machines Corporation - $24.25M, Chevron Corporation - $23.4M, AbbVie Inc - $22.25M, and Exxon Mobil Corporation - $19.58M. 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 - $35.08M, CVS Health Corporation - $25.38M, United Parcel Service, Inc - $17.07M, Adobe Inc - $16.13M, and General Motors Company - $15.69M. 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 $265.43M earned over time. The largest contributors to dividend income include Chevron Corporation - $22.06M, Exxon Mobil Corporation - $16.88M, JPMorgan Chase & Co - $13.3M, Phillips 66 - $11.97M, and Johnson & Johnson - $11.42M. 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.
