Kyle Moore Portfolio
Invests via Quarry Hill Advisors LLC | Managed by Kyle Moore, Bjorn Amundson
Invests via Quarry Hill Advisors LLC
Managed by Kyle Moore, Bjorn Amundson
Automatically Tracked
Kyle Moore Profile
Kyle Moore is a seasoned investor-operator renowned for his significant contributions to the technology sector. With a robust background in scaling startups, he has demonstrated expertise in driving growth and enhancing operational efficiencies. His career encompasses founding ventures that have not only disrupted traditional markets but also garnered notable exits through strategic partnerships. Moore's experience extends to guiding emerging firms in their journey from concept to market dominance, showcasing his ability to navigate complex business landscapes successfully. Recognized as an influential thought leader within entrepreneurial circles, he continues to mentor up-and-coming entrepreneurs while playing a crucial role in fostering innovation.
Kyle Moore is a seasoned investor-operator renowned for his significant contributions to the technology sector. With a robust background in scaling startups, he has demonstrated expertise in driving growth and enhancing operational efficiencies. His career encompasses founding ventures that have not only disrupted traditional markets but also garnered notable exits through strategic partnerships. Moore's experience extends to guiding emerging firms in their journey from concept to market dominance, showcasing his ability to navigate complex business landscapes successfully. Recognized as an influential thought leader within entrepreneurial circles, he continues to mentor up-and-coming entrepreneurs while playing a crucial role in fostering innovation.
Investment Philosophy & Strategy
Innovation thrives where adaptability meets insight. With a strong entrepreneurial mindset, Kyle Moore excels at identifying disruptive technologies and scaling them into market leaders. His experience as a founder empowers him to recognize unique growth trajectories while enhancing operational frameworks within emerging companies. Focused on capital efficiency and strategic partnerships, he leverages his extensive network to foster value creation. This dynamic approach enables him to navigate the complexities of technology investments adeptly, ensuring that each venture aligns with evolving industry demands while maintaining robust performance metrics.
Innovation thrives where adaptability meets insight. With a strong entrepreneurial mindset, Kyle Moore excels at identifying disruptive technologies and scaling them into market leaders. His experience as a founder empowers him to recognize unique growth trajectories while enhancing operational frameworks within emerging companies. Focused on capital efficiency and strategic partnerships, he leverages his extensive network to foster value creation. This dynamic approach enables him to navigate the complexities of technology investments adeptly, ensuring that each venture aligns with evolving industry demands while maintaining robust performance metrics.
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:
86.71%
Gain +4.65%
Monthly
1.7%
Yearly
22.43%
Drawdown
19.89%
$267.11M
Equity
Holdings
$267.11M
Investment
$177.7M
$96.73M
Profit +$7.39M
Realized
$7.33M
Unrealized
$89.41M
Dividends
$11.45M
Goals
Avg. 76% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.65%
Profit
$7.39M
Win %
87%
This Week
Compared To Last Week
Gain
2.6%
Profit
$6.76M
Win %
87%
This Month
Compared to last month
Gain
2.6%
Profit
$6.76M
Win %
87%
This Year
Compared to last year
Gain
2.59%
Profit
$6.74M
Win %
87%
TT Trane Technologies plc
+3.33%
+$12,278.8 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$18,123.2 
AAUS Alpha Architect U.S. Equity ETF
+0.96%
+$21,993.4 
AAUA Alpha Architect US Equity 3 ETF
+0.86%
+$2,203.53 
AAEQ Alpha Architect US Equity 2 ETF
+0.81%
+$6,064.11 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,998.27 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$4,766.17 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,408 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$80,865.36 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$48,926.26 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,425.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,839.41 
AVUS Avantis U.S. Equity ETF
+0.57%
+$47,407.68 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$23,068.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$29,693.64 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,200 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,751.11 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$2,762.97 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$39,084.48 
AVGO Broadcom Inc.
+0.37%
+$784.8 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$138,535.52 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$7,683.4 
JNJ Johnson & Johnson
+0.21%
+$1,288.96 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,783.07 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$826.87 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$4,014.15 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$17,823.72 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$80,106.84 
IVAL Alpha Architect International Quantitative Value ETF
-2.03%
-$8,119.5 
AVRE Avantis Real Estate ETF
-0.75%
-$64,045.89 
PDI Pimco Dynamic Income Fund
-0.68%
-$21,837.97 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$18,958.46 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$36,642.76 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$112,526.48 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.54%
-$16,963.14 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,631.6 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$19,044.08 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$5,559.3 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$127,917 
IWM iShares Russell 2000 ETF
-0.47%
-$1,612.39 
DFIV Dimensional International Value ETF
-0.47%
-$10,722.24 
AVDE Avantis International Equity ETF
-0.46%
-$16,161.18 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,090.8 
AVIG Avantis Core Fixed Income ETF
-0.26%
-$2,386.12 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$574.2 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$470.05 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$587.88 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,224 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$470.68 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$3,252.15 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,016.97 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,502.02 Events
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Dividends
Dividend Analysis
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| Trades 544 | Longs Won 485/544 89% | Profit Factor 153.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $842,841.37 |
| Average Win $200,762.76 | Best Trade (Aug 03) $11.63M | Sharpe Ratio -10.08 |
| Average Loss -$10,761.95 | Worst Trade (Aug 03) -$346,859.65 | Z-Score 43.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 1d | Expectancy $177,821.66 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
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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 Kyle Moore?
The largest contributions to the portfolio's profits come from the following stocks: Avantis International Small Cap Value ETF - $2.61M, Avantis U.S. Small Cap Value ETF - $1.94M, Dimensional U.S. Core Equity 2 ETF - $1.9M, Dimensional International Core Equity Market ETF - $1.42M, and Freedom 100 Emerging Markets ETF - $1.05M. 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: Microsoft Corp - $9,201.73, Invesco S&P 500 Equal Weight ETF - $8,127.65, and Vanguard Value ETF - $3,397.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle Moore's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.45M earned over time. The largest contributors to dividend income include Avantis International Small Cap Value ETF - $1.95M, Avantis U.S. Small Cap Value ETF - $1.69M, Dimensional International Core Equity Market ETF - $1.1M, Dimensional U.S. Core Equity 2 ETF - $937,189.36, and Avantis Real Estate ETF - $565,071.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle Moore's monthly returns?
Kyle Moore's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kyle Moore's strategy be considered aggressive or moderate?
Kyle Moore's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kyle Moore's strategy?
Kyle Moore's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
