JK
Jessica Kardos Portfolio
Invests via Towle & Co | Managed by Jessica Kardos
Invests via Towle & Co
Managed by Jessica Kardos
Automatically Tracked
Jessica Kardos Profile
With a robust foundation in venture capital and entrepreneurship, Jessica Kardos has emerged as a significant player in the startup ecosystem. Her experience encompasses founding multiple tech-focused ventures that have navigated competitive landscapes, demonstrating her ability to drive innovation and operational growth. Recognized for fostering dynamic teams and facilitating strategic partnerships, she plays an essential role in connecting entrepreneurs with necessary resources for success. Beyond her own enterprises, Jessica actively engages with other startups by offering mentorship and advisory services, contributing to the wider entrepreneurial community's development.
With a robust foundation in venture capital and entrepreneurship, Jessica Kardos has emerged as a significant player in the startup ecosystem. Her experience encompasses founding multiple tech-focused ventures that have navigated competitive landscapes, demonstrating her ability to drive innovation and operational growth. Recognized for fostering dynamic teams and facilitating strategic partnerships, she plays an essential role in connecting entrepreneurs with necessary resources for success. Beyond her own enterprises, Jessica actively engages with other startups by offering mentorship and advisory services, contributing to the wider entrepreneurial community's development.
Investment Philosophy & Strategy
The startup landscape is rapidly evolving, creating unprecedented opportunities for innovation and disruption. Jessica Kardos leverages her extensive entrepreneurial background to identify and nurture groundbreaking tech ventures. With a focus on scalable business models, she strategically aligns resources to maximize growth potential within dynamic markets. By actively mentoring emerging companies, she cultivates an ecosystem where visionary ideas can thrive while fostering collaboration among founders. Her commitment to enhancing operational capabilities enables startups not only to survive but also excel in highly competitive arenas.
The startup landscape is rapidly evolving, creating unprecedented opportunities for innovation and disruption. Jessica Kardos leverages her extensive entrepreneurial background to identify and nurture groundbreaking tech ventures. With a focus on scalable business models, she strategically aligns resources to maximize growth potential within dynamic markets. By actively mentoring emerging companies, she cultivates an ecosystem where visionary ideas can thrive while fostering collaboration among founders. Her commitment to enhancing operational capabilities enables startups not only to survive but also excel in highly competitive arenas.
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:
48.82%
Gain +2.24%
Monthly
1.28%
Yearly
16.46%
Drawdown
49.39%
$858.11M
Equity
Holdings
$858.11M
Investment
$393.04M
$1.03B
Profit +$6.34M
Realized
$561.08M
Unrealized
$465.07M
Dividends
$203.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.24%
Profit
$6.34M
Win %
79%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$482,137.72
Win %
79%
This Month
Compared to last month
Gain
0.85%
Profit
$6.53M
Win %
79%
This Year
Compared to last year
Gain
19.17%
Profit
$26.98M
Win %
76%
CLF Cleveland-Cliffs Inc.
+5.05%
+$385,933.66 
FIVN Five9 Inc.
+3.85%
+$386,871.21 
ASRV AmeriServ Financial Inc.
+3.11%
+$97,681.5 
PVH PVH Corp.
+2.78%
+$140,943.74 
AMR Alpha Metallurgical Resources, Inc.
+2.67%
+$181,059.88 
PBF PBF Energy Inc.
+2.58%
+$246,366.43 
PARR Par Pacific Holdings Inc.
+2.51%
+$229,284.3 
VLO Valero Energy Corporation
+2.43%
+$3.37M 
UNFI United Natural Foods Inc.
+2.32%
+$180,397.36 
MEI Methode Electronics Inc.
+2.2%
+$187,225.45 
HURC Hurco Companies, Inc.
+2.18%
+$41,797 
IIIN Insteel Industries Inc.
+1.93%
+$1.04M 
ARW Arrow Electronics Inc.
+1.59%
+$145,576.6 
VIRC Virco Mfg. Corporation
+1.46%
+$35,797.14 
FOXF Fox Factory Holding Corp.
+1.41%
+$84,004.83 
ASIX AdvanSix Inc.
+1.41%
+$58,536.39 
BESIY BE Semiconductor Industries N.V.
+1.37%
+$279,500 
RYZ Ryerson Holding Corporation
+1.35%
+$77,409.09 
MGA Magna International Inc.
+1.26%
+$97,916 
VC Visteon Corporation
+1.24%
+$454,234 
FSTR L.B. Foster Company
+1.18%
+$245,239.28 
DLX Deluxe Corporation
+1.06%
+$67,849.25 
SNX TD Synnex Corporation
+1.04%
+$98,784.86 
DLS WisdomTree International SmallCap Dividend Fund
+0.89%
+$21,804.9 
FR First Industrial Realty Trust Inc.
+0.88%
+$5,400 
COMP Compass Inc.
+0.87%
+$68,377.23 
BWA BorgWarner Inc.
+0.78%
+$53,287.43 
APAM Artisan Partners Asset Management Inc.
+0.76%
+$46,776.8 
GOLD Gold.com, Inc.
+0.73%
+$63,273.35 
LBRT Liberty Energy Inc.
+0.64%
+$31,160.12 
UNM Unum Group
+0.63%
+$12,100 
ICOP iShares Copper and Metals Mining ETF
+0.63%
+$1,572.49 
CFFN Capitol Federal Financial, Inc.
+0.62%
+$24,634.01 
CGNG Capital Group New Geography Equity ETF
+0.56%
+$4,692.6 
BLOK Amplify Transformational Data Sharing ETF
+0.48%
+$1,457.6 
IMKTA Ingles Markets Inc.
+0.43%
+$24,020.47 
BNDX Vanguard Total International Bond ETF
+0.42%
+$4,230.91 
IVLU iShares MSCI International Value Factor ETF
+0.4%
+$11,173.58 
IPKW Invesco International Buyback Achievers ETF
+0.38%
+$7,541.86 
MHO M/I Homes Inc.
+0.35%
+$71,950.23 
ORR Militia Long/Short Equity ETF
+0.32%
+$906.52 
BND Vanguard Total Bond Market Index Fund
+0.32%
+$10,565.55 
PB Prosperity Bancshares Inc.
+0.26%
+$7,904.12 
EPS WisdomTree U.S. LargeCap Fund
+0.18%
+$8,977.82 
RSP Invesco S&P 500 Equal Weight ETF
+0.15%
+$5,668.8 
JPIE JPMorgan Income ETF
+0.12%
+$2,510.7 
NSP Insperity Inc.
+0.08%
+$8,409.56 
BZH Beazer Homes USA Inc.
+0.06%
+$619.51 
BUSE First Busey Corporation
+0.05%
+$1,802.82 
SCHL Scholastic Corporation
+0.03%
+$1,571.47 
BONTQ The Bon-Ton Stores Inc.
0%
$0 
NTZ Natuzzi S.p.A.
0%
$0 
RYI Ryerson Holding Corporation
0%
$0 
SPTN SpartanNash Company
0%
$0 
ZEUS Olympic Steel Inc.
0%
$0 
TCV Towle Value ETF
0%
$0 TOY
TOY
0%
$0 KWD
KWD
0%
$0 OMM
OMM
0%
$0 WLM
WLM
0%
$0 CHRS
CHRS
0%
$0 PBY
PBY
0%
$0 FRDM
FRDMQ
0%
$0 TSO
TSO
0%
$0 IN
IN
0%
$0 RYL
RYL
0%
$0 ULTE
ULTEQ
0%
$0 FTST
FTSTQ
0%
$0 AHC
AHC
0%
$0 OCAS
OCAS
0%
$0 TECU
TECUA
0%
$0 LFGR
LFGRQ
0%
$0 ABFS
ABFS
0%
$0 PETD
PETD
0%
$0 GAI
GAI
0%
$0 HRP
HRP
0%
$0 SCRA
SCRA
0%
$0 BL
BL
0%
$0 HBCS
HBCSF
0%
$0 COHM
COHM
0%
$0 CMIN
CMIN
0%
$0 DLWI
DLWI
0%
$0 FSII
FSII
0%
$0 EPEX
EPEXQ
0%
$0 LIBH
LIBHA
0%
$0 APWR
APWRQ
0%
$0 SATH
SATH
0%
$0 HTG
HTG
0%
$0 HOFF
HOFF
0%
$0 QFAB
QFABQ
0%
$0 URGI
URGI
0%
$0 QCBC
QCBC
0%
$0 TPR
TPR
0%
$0 9038
903898401
0%
$0 BBR
BBR
0%
$0 AICO
AICOQ
0%
$0 0556
055652101
0%
$0 ENCZ
ENCZQ
0%
$0 3652
365235100
0%
$0 SSS
SSS
0%
$0 FAVS
FAVS
0%
$0 TORC
TORCQ
0%
$0 PSIT
PSITY
0%
$0 MCX
MCX
0%
$0 ANE
ANE
0%
$0 MAXW
MAXW
0%
$0 
GIGA Giga-tronics Inc.
-22%
-$14.74 
ARCB ArcBest Corporation
-3.01%
-$189,308.52 
OSCR Oscar Health, Inc.
-2.84%
-$283,909.24 
FLR Fluor Corporation
-2.27%
-$138,880.81 
BG Bunge Global S.A.
-1.7%
-$105,233.62 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-1.33%
-$3,509.28 
KEP Korea Electric Power Corporation Sponsored ADR
-1.18%
-$28,863 
MOH Molina Healthcare Inc.
-1.1%
-$70,543.51 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.94%
-$5,139.52 
FLXS Flexsteel Industries, Inc.
-0.87%
-$129,016.03 
PUMP ProPetro Holding Corp.
-0.86%
-$37,940.67 
CNA CNA Financial Corporation
-0.72%
-$38,745 
PGNY Progyny Inc.
-0.68%
-$37,163.05 
ZUMZ Zumiez Inc.
-0.59%
-$18,025.51 
FCNCA First Citizens BancShares, Inc.
-0.54%
-$196,094.37 
LEA Lear Corporation
-0.52%
-$34,837.44 
INGM Ingram Micro Holding Corporation
-0.44%
-$27,533.53 
AVLV Avantis U.S. Large Cap Value ETF
-0.39%
-$6,042.57 
ASTH Astrana Health Inc.
-0.34%
-$16,254.77 
NOV Nov Inc.
-0.19%
-$12,601.68 
KWEB KraneShares CSI China Internet ETF
-0.08%
-$170.94 
HOG Harley-Davidson Inc.
-0.07%
-$5,577.22 
ILS Brookmont Catastrophic Bond ETF
-0.07%
-$397.68 
EBC Eastern Bankshares, Inc.
-0.02%
-$752.62 
ATKR Atkore Inc.
-0.02%
-$1,715.86 Events
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Dividends
Dividend Analysis
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| Trades 3970 | Longs Won 2140/3970 53% | Profit Factor 1.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.71M |
| Average Win $1.12M | Best Trade (Sep 18) $49.78M | Sharpe Ratio -216.06 |
| Average Loss -$706,122.77 | Worst Trade (Mar 30) -$18.69M | Z-Score -4.58 (100%) |
| Commissions $0 | Avg. Trade Length 3y 1m 1w 1d | Expectancy $258,476.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% |
| Consecutive Losing Trades | 1,215 | 1,094 | 972 | 851 | 729 | 608 | 486 | 365 | 243 | 122 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0556 055652101 | 111,240 | $4.33M | $3.94M | - | -$391,759.6 | -9.04% | 0.0 |
| 3652 365235100 | 224,935 | $3.61M | $3.61M | - | - | - | 0.0 |
| 9038 903898401 | 115,000 | $151,000 | $151,000 | - | - | - | 0.0 |
| ABFS ABFS | 144,036 | $1.85M | $5.32M | - | $3.47M | 187.45% | 0.0 |
| AHC AHC | 44,950 | $3.83M | $6.4M | - | $2.57M | 67.3% | 0.0 |
| AICO AICOQ | 574,125 | $1.15M | $396,034.81 | - | -$758,239.65 | -65.69% | 0.0 |
| AMR Alpha Metallurgical Resources, Inc. | 35,996 | $4.1M | $6.97M | - | $2.87M | 70.02% | +2.667% |
| ANE ANE | 149,275 | $5.9M | $5.9M | - | - | - | 0.0 |
| APAM Artisan Partners Asset Management Inc. | 167,060 | $5.77M | $6.18M | - | $414,308.6 | 7.18% | +0.762% |
| APWR APWRQ | 80,000 | $61,000 | $61,000 | - | - | - | 0.0 |
| ARCB ArcBest Corporation | 46,676 | $3.59M | $6.1M | - | $2.51M | 69.78% | -3.009% |
| ARW Arrow Electronics Inc. | 43,070 | $6.18M | $9.31M | - | $3.14M | 50.76% | +1.588% |
| ASIX AdvanSix Inc. | 249,091 | $5.02M | $4.22M | - | -$799,863.64 | -15.95% | +1.408% |
| ASRV AmeriServ Financial Inc. | 651,210 | $1.97M | $3.24M | - | $1.27M | 64.35% | +3.106% |
| ASTH Astrana Health Inc. | 122,863 | $5.19M | $4.7M | - | -$497,877.73 | -9.59% | -0.345% |
| ATKR Atkore Inc. | 85,793 | $6.52M | $8.11M | - | $1.59M | 24.32% | -0.021% |
| AVLV Avantis U.S. Large Cap Value ETF | 16,555 | $1.4M | $1.54M | - | $137,640.43 | 9.85% | -0.392% |
| BBR BBR | 122,200 | $2.69M | $2.69M | - | - | - | 0.0 |
| BESIY BE Semiconductor Industries N.V. | 100,000 | $425,000 | $20.61M | - | $20.19M | 4,749.88% | +1.375% |
| BG Bunge Global S.A. | 50,715 | $3.88M | $6.07M | - | $2.19M | 56.61% | -1.704% |
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FAQ
Which stocks have generated the highest profits for Jessica Kardos?
The largest contributions to the portfolio's profits come from the following stocks: SkyWest Inc - $68.78M, Meritor Inc - $53.72M, Insteel Industries Inc - $51.67M, M/I Homes Inc - $51.14M, and Group 1 Automotive Inc - $45.6M. 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: TEN - $28.09M, RR Donnelley & Sons Co - $26.7M, CBI - $25.94M, Pier 1 Imports Inc - $25.9M, and Trinseo PLC - $25.74M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jessica Kardos's portfolio generate?
The portfolio generates substantial dividend income, with a total of $203.9M earned over time. The largest contributors to dividend income include Visteon Corporation - $16.92M, Insteel Industries Inc - $16.1M, Valero Energy Corporation - $15.31M, Pier 1 Imports Inc - $14.8M, and CNA Financial Corporation - $10.89M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jessica Kardos's monthly returns?
Jessica Kardos'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 Jessica Kardos's strategy be considered aggressive or moderate?
Jessica Kardos'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 Jessica Kardos's strategy?
Jessica Kardos'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.
