Kristy DeJarnette Portfolio
Invests via Financial Security Advisor, Inc. | Managed by Kristy DeJarnette, John Thomas Orlando, Kevin John Joyce, Charles Frederick Jenks, Jr., Enrique Luis Tomeu, Gayle O’Brien Blachura, April Dawn Waff-Mano, Reginald Curtis Corinaldi, Samuel Thomas Watson, Archie Ray Megginson, Sr., Matthew Robert Farrell
Invests via Financial Security Advisor, Inc.
Managed by Kristy DeJarnette, John Thomas Orlando, Kevin John Joyce, Charles Frederick Jenks, Jr., Enrique Luis Tomeu, Gayle O’Brien Blachura, April Dawn Waff-Mano, Reginald Curtis Corinaldi, Samuel Thomas Watson, Archie Ray Megginson, Sr., Matthew Robert Farrell
Automatically Tracked
Kristy DeJarnette Profile
Investor and operating executive with experience in growth-stage technology, SaaS go-to-market and corporate development across venture and private equity-backed businesses. Kristy DeJarnette brings leadership in scaling sales, partnerships and M&A execution, having led commercial strategy and investor relations roles and advised multiple startups on capital raises. Market-relevant strengths include revenue operations, board-level governance and sector-focused deal sourcing.
Investor and operating executive with experience in growth-stage technology, SaaS go-to-market and corporate development across venture and private equity-backed businesses. Kristy DeJarnette brings leadership in scaling sales, partnerships and M&A execution, having led commercial strategy and investor relations roles and advised multiple startups on capital raises. Market-relevant strengths include revenue operations, board-level governance and sector-focused deal sourcing.
Investment Philosophy & Strategy
Targets growth-stage technology and SaaS businesses where commercial scaling can unlock value. Prefers revenue-first KPIs, repeatable GTM motions and capital-efficient expansion; invests with a 3–7 year horizon balancing growth capture and path-to-profitability. Underwrites deals through customer traction, unit economics and founder/operator alignment, brings active capital via go-to-market playbooks, board governance and M&A optionality. Risk-managed through staged commitments, milestone-based funding and emphasis on partnership-led distribution.
Targets growth-stage technology and SaaS businesses where commercial scaling can unlock value. Prefers revenue-first KPIs, repeatable GTM motions and capital-efficient expansion; invests with a 3–7 year horizon balancing growth capture and path-to-profitability. Underwrites deals through customer traction, unit economics and founder/operator alignment, brings active capital via go-to-market playbooks, board governance and M&A optionality. Risk-managed through staged commitments, milestone-based funding and emphasis on partnership-led distribution.
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:
18.43%
Gain
Monthly
0.51%
Yearly
6.25%
Drawdown
34.6%
$603.9M
Equity
Holdings
$603.9M
Investment
$470.7M
$173.3M
Profit -$3.3M
Realized
$40.11M
Unrealized
$133.19M
Dividends
$26.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.3M
Win %
79%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$6.88M
Win %
79%
This Month
Compared to last month
Gain
-1.25%
Profit
-$7.64M
Win %
79%
This Year
Compared to last year
Gain
11.13%
Profit
$60.45M
Win %
78%
ABT Abbott Laboratories
+10.99%
+$35,599 
FCNCA First Citizens BancShares, Inc.
+4.71%
+$59,987.04 
ACN Accenture plc Class A
+4.52%
+$8,944.55 
SYK Stryker Corporation
+4%
+$28,510.32 
ITW Illinois Tool Works Inc.
+3.44%
+$9,955.11 
MRK Merck & Co., Inc.
+3.42%
+$278,550.03 
UNH UnitedHealth Group Incorporated
+3.23%
+$26,159.28 
MAIN Main Street Capital Corporation
+3.16%
+$23,695.49 
MDLZ Mondelez International, Inc.
+3.12%
+$8,469.24 
ABBV AbbVie Inc.
+3.1%
+$23,974.19 
VZ Verizon Communications Inc.
+2.95%
+$35,509.82 
NSC Norfolk Southern Corporation
+2.94%
+$34,850.68 
AMGN Amgen Inc.
+2.92%
+$14,124.03 
PM Philip Morris International Inc.
+2.88%
+$136,121.16 
MCD McDonald's Corporation
+2.83%
+$102,583.04 
HCA HCA Healthcare Inc.
+2.78%
+$69,567.17 
TJX The TJX Companies, Inc.
+2.68%
+$5,878.2 
PEP PepsiCo, Inc.
+2.64%
+$10,106.34 
IBM International Business Machines Corporation
+2.51%
+$11,804.15 
MO Altria Group, Inc.
+2.5%
+$167,763.2 
COST Costco Wholesale Corporation
+2.48%
+$18,816.28 
TOWN TowneBank
+2.45%
+$42,471.22 
KO The Coca-Cola Company
+2.4%
+$44,759.88 
PSX Phillips 66
+2.35%
+$6,099.59 
MA Mastercard Incorporated
+2.21%
+$5,107.35 
MPC Marathon Petroleum Corporation
+2.2%
+$6,024.69 
WMT Walmart Inc.
+2.18%
+$112,741.65 
KWEB KraneShares CSI China Internet ETF
+2.02%
+$4,521.86 
TFC Truist Financial Corporation
+1.9%
+$22,851.69 
BMY Bristol-Myers Squibb Company
+1.84%
+$4,710.96 
V Visa Inc. Class A
+1.84%
+$11,592.56 
DIS The Walt Disney Company
+1.81%
+$5,727.04 
HD The Home Depot, Inc.
+1.78%
+$14,640.62 
PG Procter & Gamble Co
+1.77%
+$48,706.8 
MSFT Microsoft Corp.
+1.59%
+$197,550.06 
GILD Gilead Sciences Inc.
+1.5%
+$3,947.9 
COF Capital One Financial Corporation
+1.47%
+$8,763.75 
COWZ Pacer US Cash Cows 100 ETF
+1.45%
+$281,972.37 
CB Chubb Limited
+1.33%
+$15,638.64 
LLY Eli Lilly and Company
+1.27%
+$72,063.35 
CVX Chevron Corporation
+1.26%
+$6,682.68 
MKL Markel Group Inc.
+1.19%
+$9,130 
DHR Danaher Corporation
+1.15%
+$8,268.03 
NVS Novartis AG Sponsored ADR
+1.15%
+$3,916.72 
DE Deere & Company
+1.04%
+$8,880.12 
XOM Exxon Mobil Corporation
+1.02%
+$59,586.28 
SO The Southern Company
+0.98%
+$12,012.81 
PH Parker-Hannifin Corporation
+0.97%
+$26,935.76 
DGRO iShares Core Dividend Growth ETF
+0.97%
+$4,034.92 
JNJ Johnson & Johnson
+0.96%
+$50,507.07 
DUK Duke Energy Corporation
+0.91%
+$7,326.92 
AAPL Apple Inc.
+0.9%
+$153,915.83 
WFC Wells Fargo & Company
+0.82%
+$2,634.78 
COP ConocoPhillips
+0.77%
+$4,030.82 
LDOS Leidos Holdings Inc.
+0.76%
+$1,178.34 
VMC Vulcan Materials Company
+0.74%
+$2,377.54 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$126,948.09 
ATO Atmos Energy Corporation
+0.69%
+$1,672.22 
VFLO VictoryShares Free Cash Flow ETF
+0.54%
+$2,071.87 
D Dominion Energy, Inc.
+0.54%
+$16,727.22 
DFAS Dimensional U.S. Small Cap ETF
+0.53%
+$2,174.51 
SU Suncor Energy Inc.
+0.51%
+$1,551.55 
BABA Alibaba Group Holding Limited SP ADR
+0.51%
+$2,455.57 
NFLX Netflix, Inc.
+0.47%
+$1,204 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$5,559.12 
LMT Lockheed Martin Corporation
+0.34%
+$3,699.3 
AMZN Amazon.com Inc
+0.33%
+$19,957.56 
AXP American Express Company
+0.32%
+$9,067.8 
TOL Toll Brothers Inc
+0.29%
+$869.51 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.24%
+$812.5 
GOOG Alphabet Inc
+0.12%
+$3,100.93 
GOOGL Alphabet Inc
+0.11%
+$21,093.99 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.09%
+$5,833.6 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$11,333.2 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$3,920.91 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$1,085.42 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,522.66 
AROC Archrock Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
+$0.98 
SNDK SanDisk Corporation
-11.46%
-$189,809.99 
GLW Corning Incorporated
-10.57%
-$33,376.73 
WRAP Wrap Technologies Inc.
-9.43%
-$3,652.42 
CLS Celestica Inc.
-8.87%
-$44,490.32 
MRVL Marvell Technology, Inc.
-8.77%
-$62,157.24 
MU Micron Technology, Inc.
-6.22%
-$156,402.12 
INTC Intel Corporation
-6.11%
-$51,395.59 
UROY Uranium Royalty Corp.
-5.62%
-$2,023.06 
GE General Electric Company
-5.61%
-$22,675.61 
AMD Advanced Micro Devices, Inc.
-5.56%
-$173,313.06 
FCX Freeport-McMoRan Inc.
-5.18%
-$17,057.68 
ETN Eaton Corporation plc
-4.95%
-$52,724.44 
UEC Uranium Energy Corp.
-4.7%
-$43,844.87 
VRT Vertiv Holdings Co
-4.67%
-$14,797.8 
GS The Goldman Sachs Group, Inc.
-4.57%
-$83,287.08 
MS Morgan Stanley
-4.52%
-$24,815.98 
ORCL Oracle Corporation
-4.37%
-$44,383.9 
SETM Sprott Critical Materials ETF
-4.21%
-$14,206.5 
NXE NexGen Energy Ltd.
-4.11%
-$3,862.32 
GLDG Goldmining Inc.
-4%
-$575.42 
CAT Caterpillar Inc.
-3.77%
-$19,282.71 
TXN Texas Instruments Inc
-3.67%
-$64,372.05 
AVGO Broadcom Inc.
-3.59%
-$80,400.58 
AEM Agnico Eagle Mines Limited
-3.47%
-$6,846.84 
CSCO Cisco Systems, Inc.
-3.44%
-$261,756.07 
CMI Cummins Inc.
-3.4%
-$11,403.01 
ANET Arista Networks, Inc.
-3.31%
-$28,933.2 
ELV Elevance Health, Inc.
-3.14%
-$32,000.16 
GEV GE Vernova Inc.
-3.13%
-$16,604.02 
RPG Invesco S&P 500 Pure Growth ETF
-2.9%
-$1.16M 
NVDA NVIDIA Corporation
-2.5%
-$264,427.38 
FNV Franco-Nevada Corporation
-2.47%
-$6,853.68 
DEXC Dimensional Emerging Markets ex China Core Equity ETF
-2.41%
-$6,939.86 
APH Amphenol Corporation
-2.35%
-$5,874.46 
VGT Vanguard Information Technology ETF
-2.1%
-$6,933.01 
CGGO Capital Group Global Growth Equity ETF
-1.95%
-$13,027.08 
UTG Reaves Utility Income Fund
-1.91%
-$9,687.5 
META Meta Platforms Inc Class A
-1.87%
-$30,037.04 
HII Huntington Ingalls Industries Inc.
-1.85%
-$3,546.6 
MGNR American Beacon GLG Natural Resources ETF
-1.69%
-$51,706.74 
GLD SPDR Gold Shares
-1.65%
-$5,326.98 
IAU iShares Gold Trust
-1.64%
-$5,375 
CII BlackRock Enhanced Large Cap Core Fund, Inc.
-1.6%
-$9,816.63 
TSLA Tesla, Inc.
-1.57%
-$26,592.54 
RTX RTX Corporation
-1.48%
-$8,485.43 
QQQM Invesco NASDAQ 100 ETF
-1.4%
-$1.56M 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$5,928.86 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$4,417.92 
SLB Schlumberger Limited
-1.11%
-$13,180.57 
CGGR Capital Group Growth ETF
-1.07%
-$132,627.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.06%
-$2,389.5 
SPHQ Invesco S&P 500 Quality ETF
-1.06%
-$2,683.59 
IBIT iShares Bitcoin Trust
-1.02%
-$2,038.5 
WRB W.R. Berkley Corporation
-0.98%
-$3,300.33 
BTC Grayscale Bitcoin Mini Trust ETF
-0.96%
-$35,767.87 
VUG Vanguard Growth ETF
-0.93%
-$5,770.2 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$7,458 
EUAD STOXX Europe Aerospace & Defense ETF
-0.67%
-$7,343.84 
EW Edwards Lifesciences Corporation
-0.59%
-$1,433.76 
BTCO Invesco Galaxy Bitcoin ETF
-0.58%
-$1,560.75 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$1,971.84 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.56%
-$3,308.78 
JPM JPMorgan Chase & Co.
-0.51%
-$4,824.99 
BN Brookfield Corporation
-0.49%
-$1,647.36 
IVV iShares Core S&P 500 ETF
-0.38%
-$2,641.91 
ROK Rockwell Automation, Inc.
-0.38%
-$1,791.68 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$4,998.4 
VOO Vanguard S&P 500 ETF
-0.37%
-$6,322.17 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.37%
-$21,420.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$2,654.82 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.3%
-$2,155.27 
RY Royal Bank of Canada
-0.29%
-$2,458.88 
PLTR Palantir Technologies Inc.
-0.25%
-$566.78 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.25%
-$21,070.46 
NEE NextEra Energy, Inc.
-0.24%
-$624.96 
LDP Cohen & Steers Limited Duration Preferred and Income Fund, Inc.
-0.19%
-$540 
VO Vanguard Mid-Cap ETF
-0.17%
-$1,320.84 
HYBI Neos Enhanced Income Cash Alternative ETF
-0.13%
-$136,838.45 
BAC Bank of America Corporation
-0.01%
-$43.02 Events
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Dividends
Dividend Analysis
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| Trades 1260 | Longs Won 967/1260 76% | Profit Factor 18.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $189,363.04 | Best Trade (Mar 31) $27.14M | Sharpe Ratio -10.26 |
| Average Loss -$33,440.53 | Worst Trade (Jul 16) -$4.78M | Z-Score 20.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $137,542.71 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
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