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:
54.02%
Gain +1.27%
Monthly
1.34%
Yearly
17.37%
Drawdown
17.73%
$1.12B
Equity
Holdings
$1.12B
Investment
$759.7M
$383.97M
Profit +$9.92M
Realized
$26.29M
Unrealized
$357.68M
Dividends
$52.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.27%
Profit
$9.92M
Win %
81%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$6.61M
Win %
81%
This Month
Compared to last month
Gain
-1.68%
Profit
-$19.04M
Win %
81%
This Year
Compared to last year
Gain
10.3%
Profit
$104.37M
Win %
81%
ADBE Adobe Inc.
+4.81%
+$13,395.96 
MCK McKesson Corporation
+4.64%
+$20,508.8 
AMGN Amgen Inc.
+4.48%
+$17,648.31 
MTD Mettler-Toledo International Inc.
+3.9%
+$13,543.39 
BLK BlackRock, Inc.
+3.33%
+$10,941.69 
ABT Abbott Laboratories
+2.66%
+$7,553.26 
ABBV AbbVie Inc.
+2.56%
+$29,275.92 
HD The Home Depot, Inc.
+2.49%
+$30,788.13 
DE Deere & Company
+2.37%
+$14,301.28 
GOOGL Alphabet Inc
+2.19%
+$79,093.3 
LLY Eli Lilly and Company
+1.93%
+$22,112.25 
SCHD Schwab U.S. Dividend Equity ETF
+1.38%
+$295,810.82 
WMT Walmart Inc.
+1.22%
+$13,024.72 
ESIX State Street SPDR S&P SmallCap 600 ESG ETF
+1.17%
+$3,590.01 
MSFT Microsoft Corp.
+1.09%
+$40,166.66 
AAPL Apple Inc.
+0.94%
+$453,646.02 
BAC Bank of America Corporation
+0.79%
+$3,548.58 
HON Honeywell International Inc.
+0.53%
+$995.8 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.48%
+$9,095.84 
JPM JPMorgan Chase & Co.
+0.31%
+$6,591.12 
JNJ Johnson & Johnson
+0.29%
+$2,850.86 
NVDA NVIDIA Corporation
+0.25%
+$11,128.22 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$50,755.75 
MUB iShares National Muni Bond ETF
+0.19%
+$1,692.8 
BNDX Vanguard Total International Bond ETF
+0.15%
+$12,965.05 
EAOR iShares ESG Aware Growth Allocation Fund
+0.08%
+$216.69 
ORCL Oracle Corporation
+0.06%
+$326.9 
SPEU SPDR Portfolio Europe ETF
+0.02%
+$59.82 
PG Procter & Gamble Co
+0.02%
+$103.6 
XOM Exxon Mobil Corporation
+0.01%
+$106.56 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AOR iShares Core 60/40 Balanced Allocation ETF
0%
$0 
AZO AutoZone Inc.
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BMRC Bank of Marin Bancorp
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CEF Sprott Physical Gold and Silver Trust
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
CMF iShares California Muni Bond ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0 
DFCA Dimensional California Municipal Bond ETF
0%
-$4.57 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$0.02 
DIS The Walt Disney Company
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EEMA iShares MSCI Emerging Markets Asia ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
F Ford Motor Company
0%
$0 
FMS Fresenius Medical Care AG & Co. KGaA ADR
0%
$0 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
FNDC Schwab Fundamental International Small Company Index ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
-$0.02 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FPE First Trust Preferred Securities and Income ETF
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FUND Sprott Focus Trust, Inc.
0%
$0 
FXE Invesco CurrencyShares Euro Trust
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
+$0.01 
GD General Dynamics Corporation
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HEI Heico Corporation
0%
+$0.01 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
0%
-$0.01 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBND SPDR Bloomberg International Corporate Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.09 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$1.61 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.03 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$1.35 
IWB iShares Russell 1000 ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
-$0.02 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
-$0.04 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
IYE iShares U.S. Energy ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
JPEF JPMorgan Equity Focus ETF
0%
-$0.01 
JPIE JPMorgan Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JSCP JPMorgan Short Duration Core Plus ETF
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
+$0.05 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.23 
MDYV SPDR S&P 400 Mid Cap Value ETF
0%
$0 
MGNR American Beacon GLG Natural Resources ETF
0%
$0 
NBIS Nebius Group N.V.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
OZEM Roundhill GLP-1 & Weight Loss ETF
0%
-$1.05 
PANW Palo Alto Networks, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PWZ Invesco California AMT-Free Municipal Bond ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
+$1.5 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.01 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHI Schwab 5-10 Year Corporate Bond ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.12 
SCHP Schwab U.S. TIPS ETF
0%
+$0.13 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHY Schwab International Dividend Equity ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SLYV SPDR S&P 600 Small Cap Value ETF
0%
$0 
SMBS Schwab Mortgage-Backed Securities ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.02 
SOXX iShares Semiconductor ETF
0%
+$0.04 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUSL iShares ESG MSCI USA Leaders ETF
0%
-$0.22 
TIP iShares TIPS Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UCTT Ultra Clean Holdings, Inc.
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
V Visa Inc. Class A
0%
$0 
VAW Vanguard Materials ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
-$0.01 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
-$0.26 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
-$0.01 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VIS Vanguard Industrials ETF
0%
-$0.01 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
-$0.07 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.73 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.2 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
WCLD WisdomTree Cloud Computing Fund
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XJH iShares ESG Screened S&P Mid-Cap ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.06 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0 
STX Seagate Technology Holdings plc
-8.53%
-$183,981.57 
AMD Advanced Micro Devices, Inc.
-8.15%
-$104,333.74 
INTC Intel Corporation
-5.86%
-$212,775.51 
CAT Caterpillar Inc.
-3.71%
-$33,175.92 
MSTR Strategy Inc.
-2.52%
-$4,701.12 
XLK State Street Technology Select Sector SPDR ETF
-1.84%
-$274,965.39 
IAU iShares Gold Trust
-1.41%
-$3,043.44 
GLD SPDR Gold Shares
-1.4%
-$70,252.56 
CVX Chevron Corporation
-1.27%
-$11,417.56 
AVGO Broadcom Inc.
-0.6%
-$3,601.29 
TSLA Tesla, Inc.
-0.58%
-$3,337.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.57%
-$94,631.2 
CLSE Convergence Long/Short Equity Fund
-0.36%
-$3,105.6 
AMZN Amazon.com Inc
-0.23%
-$24,156.87 
JPIN JPMorgan Diversified Return International Equity ETF
-0.1%
-$544.57 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.09%
-$315.91 
META Meta Platforms Inc Class A
-0.08%
-$974.74 
RYT Invesco S&P 500 Equal Weight ETF
-0.01%
-$27.96 
WOOD iShares Global Timber & Forestry ETF
0%
-$14.38 
PKW Invesco BuyBack Achievers ETF
0%
-$3.95 Events
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Dividends
Dividend Analysis
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| Trades 2624 | Longs Won 2092/2624 79% | Profit Factor 55.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $186,910.64 | Best Trade (Jul 29) $34.61M | Sharpe Ratio -10.66 |
| Average Loss -$13,238.65 | Worst Trade (Jul 29) -$502,315.67 | Z-Score 30.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 4d | Expectancy $146,331.59 |
| 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 | 83,333 | 75,000 | 66,667 | 58,333 | 50,000 | 41,667 | 33,333 | 25,000 | 16,667 | 8,333 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Kevin Gray?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $4.24M, iShares Core S&P 500 ETF - $3.06M, Invesco QQQ Trust, Series 1 - $2.98M, SPDR Portfolio Aggregate Bond ETF - $2.97M, and SPDR MSCI ACWI ex-US ETF - $2.64M. 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: Core Alternative ETF - $484,489.14, Pfizer Inc - $259,112.08, Ultra Clean Holdings, Inc - $257,919.26, Salesforce Inc - $161,233.65, and Intel Corporation - $154,818.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Gray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $52.54M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.03M, SPDR Portfolio Aggregate Bond ETF - $2.92M, Schwab U.S. Dividend Equity ETF - $2.48M, SPDR MSCI ACWI ex-US ETF - $2.4M, and JPMorgan Income ETF - $2.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Gray's monthly returns?
Kevin Gray'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 Kevin Gray's strategy be considered aggressive or moderate?
Kevin Gray'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 Kevin Gray's strategy?
Kevin Gray's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
