KG
Kevin Gray Portfolio
Invests via Lodestar Private Asset Management LLC | Managed by Kevin L. Gray, Joe Harrison, Tony Jurado, Mishaela Albright, Jason McCoy
Invests via Lodestar Private Asset Management LLC
Managed by Kevin L. Gray, Joe Harrison, Tony Jurado, Mishaela Albright, Jason McCoy
Automatically Tracked
Kevin Gray Profile
Kevin Gray has carved out a significant niche in the real estate investment sector, leveraging his extensive experience to drive value across diverse properties. With a robust track record as an investor-operator, he excels at identifying high-potential opportunities that align with market demand. His deep understanding of asset performance metrics informs strategic decisions, enhancing operational efficiency and driving revenue growth. As a thought leader within the industry, Kevin advocates for innovative approaches that not only maximize returns but also promote sustainable practices within urban development. His contributions position him as a pivotal figure in shaping modern investment landscapes.
Kevin Gray has carved out a significant niche in the real estate investment sector, leveraging his extensive experience to drive value across diverse properties. With a robust track record as an investor-operator, he excels at identifying high-potential opportunities that align with market demand. His deep understanding of asset performance metrics informs strategic decisions, enhancing operational efficiency and driving revenue growth. As a thought leader within the industry, Kevin advocates for innovative approaches that not only maximize returns but also promote sustainable practices within urban development. His contributions position him as a pivotal figure in shaping modern investment landscapes.
Investment Philosophy & Strategy
In the competitive realm of real estate, Kevin Gray stands out for his unique blend of operational expertise and strategic insight. His investment philosophy centers on recognizing underutilized assets ripe for transformation, guided by a keen awareness of urban trends and consumer needs. The ability to enhance property value through innovative strategies underscores a commitment to sustainable growth while generating attractive returns. By focusing on collaborative partnerships with stakeholders, he not only addresses market demands but also fosters community enrichment. This approach encapsulates a forward-thinking mindset essential for navigating today’s dynamic investment environment.
In the competitive realm of real estate, Kevin Gray stands out for his unique blend of operational expertise and strategic insight. His investment philosophy centers on recognizing underutilized assets ripe for transformation, guided by a keen awareness of urban trends and consumer needs. The ability to enhance property value through innovative strategies underscores a commitment to sustainable growth while generating attractive returns. By focusing on collaborative partnerships with stakeholders, he not only addresses market demands but also fosters community enrichment. This approach encapsulates a forward-thinking mindset essential for navigating today’s dynamic investment environment.
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:
28.12%
Gain 0%
Monthly
0.83%
Yearly
10.43%
Drawdown
13.05%
$1.13B
Equity
Holdings
$1.13B
Investment
$779.98M
$395.81M
Profit +$13,942.35
Realized
$26.46M
Unrealized
$369.35M
Dividends
$48.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
$13,942.35
Win %
84%
This Week
Compared To Last Week
Gain
0.001%
Profit
$13,942.35
Win %
84%
This Month
Compared to last month
Gain
-0.81%
Profit
-$9.25M
Win %
84%
This Year
Compared to last year
Gain
7.24%
Profit
$78.4M
Win %
84%
STX Seagate Technology Holdings plc
+7.25%
+$166,187.87 
INTC Intel Corporation
+6.51%
+$301,531.03 
AMD Advanced Micro Devices, Inc.
+4.73%
+$59,811.44 
UCTT Ultra Clean Holdings, Inc.
+3.88%
+$24,013 
GEV GE Vernova Inc.
+3.73%
+$21,913.88 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+2.91%
+$8,795.8 
CEG Constellation Energy Corporation
+2.86%
+$9,016.92 
SCHW Charles Schwab Corporation
+2.71%
+$6,431.99 
JPM JPMorgan Chase & Co.
+2.31%
+$42,931.8 
XLB Materials Select Sector SPDR Fund
+1.87%
+$7,196.16 
TSLA Tesla, Inc.
+1.82%
+$13,650 
VAW Vanguard Materials ETF
+1.79%
+$4,247.63 
WOOD iShares Global Timber & Forestry ETF
+1.73%
+$5,528.98 
SMH VanEck Semiconductor ETF
+1.73%
+$21,619.09 
WFC Wells Fargo & Company
+1.61%
+$18,296.81 
SOXX iShares Semiconductor ETF
+1.59%
+$18,695.94 
BAC Bank of America Corporation
+1.56%
+$6,228.12 
DE Deere & Company
+1.55%
+$8,530.57 
BLK BlackRock, Inc.
+1.52%
+$4,764.77 
GLW Corning Incorporated
+1.5%
+$8,472.05 
MGNR American Beacon GLG Natural Resources ETF
+1.49%
+$3,363.36 
RSPT Invesco S&P 500 Equal Weight ETF
+1.46%
+$5,032.8 
CAT Caterpillar Inc.
+1.44%
+$13,237.63 
ABBV AbbVie Inc.
+1.32%
+$13,189.76 
DVY iShares Select Dividend ETF
+1.19%
+$9,326.04 
LRCX Lam Research Corporation
+1.18%
+$20,634.95 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$84,808.8 
AZO AutoZone Inc.
+1.12%
+$2,080.8 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$5,745.56 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$184,158.39 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.09%
+$12,723.78 
JNJ Johnson & Johnson
+1.07%
+$9,283.7 
V Visa Inc. Class A
+1.05%
+$7,645.31 
CLSE Convergence Long/Short Equity Fund
+1.03%
+$9,058 
FREL Fidelity MSCI Real Estate Index ETF
+1.01%
+$24,502.8 
SCHH Schwab U.S. REIT ETF
+1%
+$6,621.36 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$10,955.82 
IWD iShares Russell 1000 Value ETF
+0.98%
+$5,482.55 
VO Vanguard Mid-Cap ETF
+0.97%
+$27,741.45 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$222,214.73 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.95%
+$6,733.65 
VTV Vanguard Value ETF
+0.94%
+$334,726.31 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$93,263 
VNQ Vanguard Real Estate ETF
+0.92%
+$35,388.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$2,422.49 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$34,957.72 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$186,489.43 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$6,621.52 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$2,269.92 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$9,931.55 
IWM iShares Russell 2000 ETF
+0.87%
+$133,977.91 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$4,169.57 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$7,688.25 
HDV iShares Core High Dividend ETF
+0.87%
+$4,332 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$136,196.95 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$109,720.34 
PG Procter & Gamble Co
+0.86%
+$5,262.88 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$8,971.83 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$23,247.6 
SDY SPDR S&P Dividend ETF
+0.83%
+$11,560 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$22,736.59 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.79%
+$16,382.12 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$128,238.42 
IYE iShares U.S. Energy ETF
+0.76%
+$1,908.08 
CVX Chevron Corporation
+0.75%
+$6,605.15 
XLE Energy Select Sector SPDR Fund
+0.75%
+$5,631.28 
SBUX Starbucks Corporation
+0.74%
+$2,211.6 
HD The Home Depot, Inc.
+0.73%
+$8,744.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$6,741.41 
NULV Nuveen ESG Large-Cap Value ETF
+0.72%
+$2,956.68 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$141,810.74 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$31,095.02 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$55,555.4 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.71%
+$2,086.56 
VB Vanguard Small-Cap ETF
+0.7%
+$12,504.14 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$8,620.53 
COST Costco Wholesale Corporation
+0.68%
+$12,014.6 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$8,282.51 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$298,304.15 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$1,850 
CGXU Capital Group International Focus Equity ETF
+0.66%
+$2,333.58 
CGDV Capital Group Dividend Value ETF
+0.66%
+$18,279.04 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$1,706.67 
PKW Invesco BuyBack Achievers ETF
+0.63%
+$2,309.02 
CEF Sprott Physical Gold and Silver Trust
+0.62%
+$14,167.98 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$1,649.83 
BMRC Bank of Marin Bancorp
+0.61%
+$1,624.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$23,750.5 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$276,525.91 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,225.25 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$774.09 
VGT Vanguard Information Technology ETF
+0.58%
+$24,409.44 
SUSL iShares ESG MSCI USA Leaders ETF
+0.57%
+$1,669.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$150,219.32 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$5,600.06 
IVV iShares Core S&P 500 ETF
+0.55%
+$550,230.66 
VOO Vanguard S&P 500 ETF
+0.55%
+$98,807.72 
HON Honeywell International Inc.
+0.54%
+$1,823.08 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$114,416.95 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$1,444.5 
GOOGL Alphabet Inc
+0.53%
+$21,128.42 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$149,020 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$4,929.93 
IWB iShares Russell 1000 ETF
+0.52%
+$28,712.18 
VIS Vanguard Industrials ETF
+0.51%
+$1,731.74 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$39,168.16 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$80,931.62 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$3,984.24 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$76,533.66 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$32,332.8 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.47%
+$1,341.9 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
+0.45%
+$1,564.85 
GOOG Alphabet Inc
+0.45%
+$15,000 
WMT Walmart Inc.
+0.45%
+$5,171.59 
VSGX Vanguard ESG International Stock ETF
+0.44%
+$5,162.41 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,294.57 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$9,847.86 
IXUS iShares Core International Stock ETF
+0.43%
+$153,047.26 
JPEF JPMorgan Equity Focus ETF
+0.41%
+$1,473.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,425.9 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$42,307.65 
AOA iShares Core Aggressive Allocation ETF
+0.39%
+$9,005.24 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$2,472.1 
GD General Dynamics Corporation
+0.38%
+$1,815.61 
PEP PepsiCo, Inc.
+0.38%
+$4,153.14 
CWI SPDR MSCI ACWI ex-US ETF
+0.37%
+$128,547.6 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.35%
+$43,290.93 
FNDC Schwab Fundamental International Small Company Index ETF
+0.34%
+$1,413.21 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$56,778.72 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$886.25 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.33%
+$3,099.77 
AMGN Amgen Inc.
+0.32%
+$1,194.73 
SCHF Schwab International Equity ETF
+0.29%
+$29,285.76 
XOM Exxon Mobil Corporation
+0.28%
+$4,368.79 
EFA iShares MSCI EAFE ETF
+0.28%
+$26,943.33 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$22,734 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$587.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$1,066.33 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$912.6 
SCHY Schwab International Dividend Equity ETF
+0.24%
+$2,241.28 
EAOR iShares ESG Aware Growth Allocation Fund
+0.24%
+$629.1 
BP BP p.l.c. Sponsored ADR
+0.23%
+$715.7 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$8,848.26 
SPEU SPDR Portfolio Europe ETF
+0.18%
+$598.2 
VUG Vanguard Growth ETF
+0.18%
+$9,175.5 
BNDX Vanguard Total International Bond ETF
+0.17%
+$14,817.2 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$1,683.65 
NVDA NVIDIA Corporation
+0.16%
+$7,121.92 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.13%
+$24,886.68 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.12%
+$12,310.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$2,273.96 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$304.66 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$7,903.98 
MSFT Microsoft Corp.
+0.1%
+$3,780.31 
JPIN JPMorgan Diversified Return International Equity ETF
+0.08%
+$442.14 
IAU iShares Gold Trust
+0.08%
+$169.08 
GLD SPDR Gold Shares
+0.06%
+$2,938.32 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$293.68 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.04%
+$2,993.16 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$3,417.5 
SCHP Schwab U.S. TIPS ETF
+0.04%
+$1,250.58 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$265.28 
PANW Palo Alto Networks, Inc.
+0.03%
+$195.12 
JPIE JPMorgan Income ETF
+0.02%
+$6,014.68 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$151.36 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$81.45 
IAGG iShares International Aggregate Bond Fund
+0.02%
+$1,362.84 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$143.02 
ORCL Oracle Corporation
+0.02%
+$140.05 
MCD McDonald's Corporation
+0.01%
+$80.86 
TIP iShares TIPS Bond ETF
+0.01%
+$553.25 
BSV Vanguard Short-Term Bond ETF
0%
$0 
ESIX SPDR S&P SmallCap 600 ESG ETF
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
LH
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
YNDX Yandex NV
0%
$0 
ADBE Adobe Inc.
-6.75%
-$17,322.16 
LLY Eli Lilly and Company
-2.41%
-$26,720.15 
HEI Heico Corporation
-2.24%
-$9,893.01 
ABT Abbott Laboratories
-1.64%
-$3,993.99 
AAPL Apple Inc.
-1.52%
-$643,977 
LMT Lockheed Martin Corporation
-1.52%
-$2,897.44 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$7,123.71 
AMZN Amazon.com Inc
-1.23%
-$134,913.38 
NFLX Netflix, Inc.
-1.14%
-$5,598.6 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$21,937.53 
IBM International Business Machines Corporation
-0.95%
-$7,712.61 
OZEM Roundhill GLP-1 & Weight Loss ETF
-0.95%
-$3,085.58 
AVGO Broadcom Inc.
-0.91%
-$5,456.5 
FUND Sprott Focus Trust, Inc.
-0.88%
-$2,620.26 
MTD Mettler-Toledo International Inc.
-0.85%
-$2,537.6 
CSCO Cisco Systems, Inc.
-0.6%
-$6,869.32 
NVS Novartis AG Sponsored ADR
-0.55%
-$1,181.49 
MCK McKesson Corporation
-0.4%
-$1,632.81 
RTX RTX Corporation
-0.37%
-$1,585.78 
CRM Salesforce Inc
-0.34%
-$2,017.12 
DIS The Walt Disney Company
-0.3%
-$876.6 
META Meta Platforms Inc Class A
-0.26%
-$3,072.57 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$1,484.07 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$2,232.78 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,175.6 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$6,487.11 
GILD Gilead Sciences Inc.
-0.22%
-$684.04 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.2%
-$3,896.2 
WCLD WisdomTree Cloud Computing Fund
-0.2%
-$786.18 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,818.29 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$480 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$936.72 
MBB iShares MBS ETF
-0.15%
-$2,038.82 
SMBS Schwab Mortgage-Backed Securities ETF
-0.14%
-$280 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$35,949.7 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$2,159.73 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$712.44 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,005.84 
VHT Vanguard Health Care ETF
-0.12%
-$274.72 
DFCA Dimensional California Municipal Bond ETF
-0.1%
-$1,142.65 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$6,134.68 
JSCP JPMorgan Short Duration Core Plus ETF
-0.08%
-$832.07 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$484.56 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$26,426.06 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$9,515.99 
FXE Invesco CurrencyShares Euro Trust
-0.05%
-$108.9 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$1,026.48 
CMF iShares California Muni Bond ETF
-0.04%
-$1,090.66 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$76.72 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$59.7 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$373.89 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$130.16 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$911.73 
MUB iShares National Muni Bond ETF
-0.01%
-$84.6 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$25.62 Events
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Dividends
Dividend Analysis
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| Trades 2625 | Longs Won 2139/2625 81% | Profit Factor 64.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $187,897.74 | Best Trade (Jun 14) $34.86M | Sharpe Ratio -8.06 |
| Average Loss -$12,785.1 | Worst Trade (Jun 14) -$526,409.45 | Z-Score 45.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy $150,784.01 |
| 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 | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
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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