CL
Courtney Lawson Portfolio
Invests via Autumn Glory Partners LLC | Managed by Autumn Glory Partners LLC, Peter “Jonathan” Adamson
Invests via Autumn Glory Partners LLC
Managed by Autumn Glory Partners LLC, Peter “Jonathan” Adamson
Automatically Tracked
Courtney Lawson Profile
Courtney Lawson has cultivated a distinctive career as an innovative entrepreneur, spearheading multiple successful ventures across the tech and consumer goods sectors. With a focus on identifying market gaps, her ability to leverage emerging trends has positioned her at the forefront of transformative business models. As a founder, she not only drives product development but also shapes strategic partnerships that enhance scalability and operational efficiency. Her unique blend of creative vision and pragmatic execution fuels growth initiatives while inspiring teams around her. Beyond building brands from the ground up, she actively participates in mentoring aspiring entrepreneurs, reinforcing her commitment to fostering innovation within communities.
Courtney Lawson has cultivated a distinctive career as an innovative entrepreneur, spearheading multiple successful ventures across the tech and consumer goods sectors. With a focus on identifying market gaps, her ability to leverage emerging trends has positioned her at the forefront of transformative business models. As a founder, she not only drives product development but also shapes strategic partnerships that enhance scalability and operational efficiency. Her unique blend of creative vision and pragmatic execution fuels growth initiatives while inspiring teams around her. Beyond building brands from the ground up, she actively participates in mentoring aspiring entrepreneurs, reinforcing her commitment to fostering innovation within communities.
Investment Philosophy & Strategy
With an entrepreneurial mindset, Courtney Lawson embraces opportunities to innovate within dynamic markets. Her track record in launching ventures reflects a keen awareness of customer demand and emerging trends. By focusing on scalability and operational improvement, she aligns her investments with transformative potential while actively seeking sectors ripe for disruption. This forward-thinking approach not only positions her as a leader in various industries but also inspires collaboration that enhances value creation across portfolios. In mentoring fellow entrepreneurs, she reinforces her commitment to nurturing new ideas and fostering a vibrant ecosystem of growth.
With an entrepreneurial mindset, Courtney Lawson embraces opportunities to innovate within dynamic markets. Her track record in launching ventures reflects a keen awareness of customer demand and emerging trends. By focusing on scalability and operational improvement, she aligns her investments with transformative potential while actively seeking sectors ripe for disruption. This forward-thinking approach not only positions her as a leader in various industries but also inspires collaboration that enhances value creation across portfolios. In mentoring fellow entrepreneurs, she reinforces her commitment to nurturing new ideas and fostering a vibrant ecosystem of growth.
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:
32.08%
Gain +1.07%
Monthly
0.35%
Yearly
4.32%
Drawdown
13.79%
$314.63M
Equity
Holdings
$314.63M
Investment
$248.16M
$70.91M
Profit +$3.84M
Realized
$4.44M
Unrealized
$66.47M
Dividends
$21.97M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.07%
Profit
$3.84M
Win %
74%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.75M
Win %
74%
This Month
Compared to last month
Gain
-1.2%
Profit
-$3.81M
Win %
74%
This Year
Compared to last year
Gain
7.31%
Profit
$21.44M
Win %
74%
AMAT Applied Materials, Inc.
+11.39%
+$208,078.5 
ASML ASML Holding N.V. New York Registry Shares
+9.71%
+$377,597.84 
SCCO Southern Copper Corporation
+8.17%
+$38,141.25 
MPWR Monolithic Power Systems, Inc.
+8%
+$26,273.85 
FIX Comfort Systems USA, Inc.
+7.36%
+$27,583.54 
MHK Mohawk Industries, Inc.
+7.25%
+$18,671.4 
FCX Freeport-McMoRan Inc.
+6.6%
+$26,547.5 
HON Honeywell International Inc.
+6.56%
+$131,098.5 
QCOM QUALCOMM Incorporated
+6.42%
+$18,641.04 
PANW Palo Alto Networks, Inc.
+6.18%
+$44,677.42 
BA Boeing Company
+5.81%
+$27,812.05 
GDX VanEck Gold Miners ETF
+5.51%
+$45,795.64 
TXN Texas Instruments Inc
+5.51%
+$76,723.7 
GD General Dynamics Corporation
+5.33%
+$98,590.38 
GLW Corning Incorporated
+5.18%
+$162,828.56 
UPS United Parcel Service, Inc.
+5.08%
+$26,250 
AMGN Amgen Inc.
+4.97%
+$10,843.11 
CAT Caterpillar Inc.
+4.73%
+$16,062.62 
GEV GE Vernova Inc.
+4.6%
+$40,258.6 
TSLA Tesla, Inc.
+4.56%
+$10,590.51 
RIO Rio Tinto Plc Sponsored ADR
+4.5%
+$21,653.3 
LMT Lockheed Martin Corporation
+4.4%
+$10,967.75 
NKE Nike, Inc. - Class B
+4.36%
+$13,809.07 
MYRG Myr Group Inc.
+4.24%
+$17,270 
CCJ Cameco Corporation
+4.18%
+$14,252.3 
ROK Rockwell Automation, Inc.
+4.07%
+$18,293.79 
LAZ Lazard Ltd.
+3.9%
+$35,668.89 
RTX RTX Corporation
+3.83%
+$87,896.8 
XLK State Street Technology Select Sector SPDR ETF
+3.82%
+$52,302.4 
GILD Gilead Sciences Inc.
+3.77%
+$9,613.42 
AVGO Broadcom Inc.
+3.69%
+$56,039.49 
SE Sea Ltd.
+3.67%
+$5,378.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$196,627.83 
EMR Emerson Electric Co.
+3.62%
+$12,915.84 
SBUX Starbucks Corporation
+3.58%
+$74,079.46 
RGLD Royal Gold Inc.
+3.54%
+$11,866 
HTLD Heartland Express Inc.
+3.48%
+$9,713 
VGT Vanguard Information Technology ETF
+3.37%
+$74,450.88 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$67,547.04 
PAVE Global X U.S. Infrastructure Development ETF
+3.34%
+$28,377.94 
CHRW C.H. Robinson Worldwide, Inc.
+3.3%
+$55,531.08 
XLI Industrial Select Sector SPDR Fund
+3.23%
+$7,589.8 
GLD SPDR Gold Shares
+3.21%
+$60,109.09 
GS The Goldman Sachs Group, Inc.
+3.07%
+$10,827.53 
IWM iShares Russell 2000 ETF
+3%
+$30,026.19 
GRMN Garmin Ltd.
+2.81%
+$15,782 
ANET Arista Networks, Inc.
+2.8%
+$8,500.02 
MS Morgan Stanley
+2.79%
+$33,298.56 
AMG Affiliated Managers Group Inc.
+2.75%
+$8,523.87 
NVO Novo Nordisk A/S Sponsored ADR
+2.67%
+$61,410.93 
VOT Vanguard Mid-Cap Growth ETF
+2.65%
+$32,680 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.57%
+$14,408.3 
VB Vanguard Small-Cap ETF
+2.48%
+$38,375.25 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.43%
+$9,254.28 
HD The Home Depot, Inc.
+2.42%
+$53,603.48 
PFE Pfizer Inc.
+2.42%
+$32,788.7 
NVDA NVIDIA Corporation
+2.42%
+$65,125.8 
VWO Vanguard FTSE Emerging Markets ETF
+2.4%
+$34,030.83 
CSCO Cisco Systems, Inc.
+2.4%
+$39,982.65 
SPEM SPDR Portfolio Emerging Markets ETF
+2.38%
+$17,106 
LLY Eli Lilly and Company
+2.31%
+$35,952.1 
DASH DoorDash, Inc.
+2.27%
+$4,435.74 
APH Amphenol Corporation
+2.24%
+$8,579.92 
DEO Diageo plc Sponsored ADR
+2.11%
+$16,645.44 
IWD iShares Russell 1000 Value ETF
+1.99%
+$66,589.39 
DFUS Dimensional U.S. Equity Market ETF
+1.96%
+$5,370.97 
ZIM ZIM Integrated Shipping Services Ltd.
+1.93%
+$17,395 
AVUV Avantis U.S. Small Cap Value ETF
+1.93%
+$11,757.18 
DIS The Walt Disney Company
+1.92%
+$50,784.11 
VUG Vanguard Growth ETF
+1.88%
+$126,011.34 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$147,901.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.85%
+$13,979.28 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.85%
+$70,113.12 
SNA Snap-on Inc.
+1.81%
+$23,289.27 
VO Vanguard Mid-Cap ETF
+1.81%
+$18,697.74 
CEG Constellation Energy Corporation
+1.81%
+$3,762.5 
VOO Vanguard S&P 500 ETF
+1.76%
+$396,872.72 
IVV iShares Core S&P 500 ETF
+1.75%
+$27,738.71 
IWB iShares Russell 1000 ETF
+1.72%
+$4,021.76 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$161,609.33 
VTV Vanguard Value ETF
+1.7%
+$140,532.54 
IWF iShares Russell 1000 Growth ETF
+1.67%
+$45,656 
BX Blackstone Inc.
+1.66%
+$2,669.35 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+1.61%
+$13,460.59 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$18,299.12 
MELI MercadoLibre, Inc.
+1.58%
+$3,666.78 
SEB Seaboard Corporation
+1.54%
+$10,386.99 
MRK Merck & Co., Inc.
+1.45%
+$15,743.04 
RPRX Royalty Pharma plc
+1.39%
+$7,600 
CHY Calamos Convertible and High Income Fund
+1.38%
+$5,250 
AMZN Amazon.com Inc
+1.37%
+$25,619.75 
AAPL Apple Inc.
+1.36%
+$48,480.38 
JPM JPMorgan Chase & Co.
+1.35%
+$41,084.06 
VIG Vanguard Dividend Appreciation ETF
+1.29%
+$8,832.72 
IBM International Business Machines Corporation
+1.26%
+$10,003.55 
ABNB Airbnb, Inc.
+1.24%
+$2,447.98 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$9,462.36 
VHT Vanguard Health Care ETF
+1.21%
+$29,487.06 
PRU Prudential Financial, Inc.
+1.21%
+$5,737.5 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.21%
+$8,173.8 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.17%
+$7,717.2 
BAC Bank of America Corporation
+1.01%
+$6,906.9 
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$14,084.82 
PHO Invesco Water Resources ETF
+0.97%
+$1,950.08 
MMM 3M Company
+0.94%
+$7,504.3 
MCD McDonald's Corporation
+0.93%
+$5,893.85 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$74,758.85 
XLV Health Care Select Sector SPDR Fund
+0.91%
+$2,643.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.9%
+$3,355.88 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.87%
+$390 
GHC Graham Holdings Co.
+0.85%
+$21,297.44 
RNR Renaissancere Holdings Ltd.
+0.8%
+$4,740 
COWZ Pacer US Cash Cows 100 ETF
+0.79%
+$6,207 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.79%
+$13,756.44 
RY Royal Bank of Canada
+0.77%
+$2,295 
XLF Financial Select Sector SPDR Fund
+0.72%
+$10,076.62 
BN Brookfield Corporation
+0.72%
+$2,347.2 
SPG Simon Property Group, Inc.
+0.66%
+$5,018.96 
GOOG Alphabet Inc
+0.64%
+$9,678.42 
JCPB JPMorgan Core Plus Bond ETF
+0.61%
+$14,750.17 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.6%
+$2,283.05 
PGX Invesco Preferred ETF
+0.6%
+$1,535.76 
PYLD PIMCO Multisector Bond Active ETF
+0.55%
+$11,330.44 
FVD First Trust Value Line Dividend Index Fund
+0.5%
+$1,972.56 
SPHY SPDR Portfolio High Yield Bond ETF
+0.49%
+$9,607.33 
PLTR Palantir Technologies Inc.
+0.47%
+$2,439.96 
FLO Flowers Foods, Inc.
+0.45%
+$1,631.77 
VLTO Veralto Corporation
+0.44%
+$1,223.64 
PPLI People Incorporated
+0.4%
+$2,265.25 
VZ Verizon Communications Inc.
+0.36%
+$10,836.65 
GOOGL Alphabet Inc
+0.33%
+$25,294.96 
BINC iShares Flexible Income Active ETF
+0.32%
+$9,483.54 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.3%
+$600.14 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.3%
+$3,944.28 
RWR SPDR Dow Jones REIT ETF
+0.29%
+$1,386 
ABBV AbbVie Inc.
+0.28%
+$6,559.36 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.28%
+$1,596.79 
ARCC Ares Capital Corporation
+0.24%
+$564.05 
ISRG Intuitive Surgical, Inc.
+0.21%
+$695.14 
VPU Vanguard Utilities ETF
+0.19%
+$990.12 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$376.33 
IBTI iShares iBonds Dec 2028 Term ETF
+0.18%
+$547.56 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.18%
+$1,238.22 
ENB Enbridge Inc.
+0.18%
+$968.5 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$463.56 
JNJ Johnson & Johnson
+0.15%
+$8,836.1 
BRK-A Berkshire Hathaway Inc.
+0.14%
+$986 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$847.84 
GIS General Mills, Inc.
+0.06%
+$91.9 
MDT Medtronic plc
+0.05%
+$1,554.72 
IBTH iShares iBonds Dec 2027 Term
+0.04%
+$134.47 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$65.85 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$137.84 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$100.53 
CNX
0%
$0 
CYBR CyberArk Software Ltd
0%
$0 
EQT
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HTGC Hercules Capital Inc.
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
L
0%
$0 
LBTYA
0%
$0 
SNOW
0%
$0 
ORCL Oracle Corporation
-8.46%
-$246,990.32 
ADBE Adobe Inc.
-6.23%
-$27,897.6 
DVN Devon Energy Corporation
-4.15%
-$67,483.12 
INTU Intuit Inc.
-2.71%
-$2,340.8 
XOM Exxon Mobil Corporation
-2.7%
-$74,732.42 
WM Waste Management, Inc.
-2.38%
-$5,223.4 
DMLP Dorchester Minerals, L.P.
-2.06%
-$12,430 
CVX Chevron Corporation
-2%
-$61,856.59 
XLE Energy Select Sector SPDR Fund
-1.97%
-$20,923.73 
PSX Phillips 66
-1.91%
-$17,127.49 
PAYX Paychex Inc.
-1.74%
-$4,615.65 
MSFT Microsoft Corp.
-1.72%
-$124,749.77 
RSG Republic Services, Inc.
-1.69%
-$5,958 
ACN Accenture plc Class A
-1.58%
-$13,424.4 
SBRA Sabra Health Care REIT, Inc.
-1.41%
-$3,948.5 
OKE ONEOK, Inc.
-1.39%
-$103,398.2 
KMI Kinder Morgan, Inc.
-1.38%
-$10,306.12 
WTM White Mountains Insurance Group Ltd.
-1.31%
-$28,490.41 
DHR Danaher Corporation
-1.3%
-$4,438.7 
AUR Aurora Innovation, Inc.
-1.16%
-$700 
V Visa Inc. Class A
-0.99%
-$16,718.74 
LNG Cheniere Energy Inc.
-0.97%
-$5,071.3 
KO The Coca-Cola Company
-0.97%
-$14,676.39 
SYK Stryker Corporation
-0.93%
-$3,960.6 
ET Energy Transfer L.P.
-0.92%
-$15,293.34 
WES Western Midstream Partners, LP
-0.81%
-$7,560 
PGR Progressive Corporation
-0.78%
-$1,600 
SO The Southern Company
-0.7%
-$5,402.08 
BP BP p.l.c. Sponsored ADR
-0.58%
-$11,530.25 
CL Colgate-Palmolive Company
-0.57%
-$4,573.17 
WMB The Williams Companies, Inc.
-0.57%
-$23,712.35 
T AT&T Inc.
-0.43%
-$3,039.7 
PEP PepsiCo, Inc.
-0.42%
-$4,690.28 
PG Procter & Gamble Co
-0.41%
-$6,185.09 
UL Unilever PLC Sponsored American Depositary Receipt
-0.41%
-$14,000.4 
ARLP Alliance Resource Partners, L.P.
-0.4%
-$5,200 
OGE Oge Energy Corp.
-0.36%
-$10,557.17 
FNV Franco-Nevada Corporation
-0.27%
-$30,780.54 
WMT Walmart Inc.
-0.23%
-$3,253.32 
BKH Black Hills Corporation
-0.19%
-$405 
BSM Black Stone Minerals, L.P.
-0.14%
-$260 
GSBD Goldman Sachs BDC Inc.
-0.11%
-$619.43 
TJX The TJX Companies, Inc.
-0.11%
-$287.46 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$465.24 
O Realty Income Corporation
-0.01%
-$30.43 Events
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Dividends
Dividend Analysis
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| Trades 1998 | Longs Won 1073/1998 53% | Profit Factor 2.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $192,455.8 |
| Average Win $102,382.12 | Best Trade (Jun 11) $3.48M | Sharpe Ratio -13.31 |
| Average Loss -$42,099.92 | Worst Trade (Dec 31) -$1.17M | Z-Score 3.46 (99.95%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $35,492.29 |
| 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 | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
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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Option values are updated at end of day.
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