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:
53.17%
Gain -0.09%
Monthly
0.75%
Yearly
9.37%
Drawdown
17.47%
$302.7M
Equity
Holdings
$302.7M
Investment
$245.16M
$72.03M
Profit -$275,737.68
Realized
$14.49M
Unrealized
$57.54M
Dividends
$22.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$275,737.68
Win %
75%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$275,737.68
Win %
75%
This Month
Compared to last month
Gain
0.08%
Profit
$250,327.56
Win %
75%
This Year
Compared to last year
Gain
6.59%
Profit
$18.7M
Win %
74%
AGX Argan Inc.
+8.07%
+$89,004.48 
PLTR Palantir Technologies Inc.
+2.32%
+$12,694.45 
ISRG Intuitive Surgical, Inc.
+2.07%
+$5,854.8 
AVGO Broadcom Inc.
+1.95%
+$25,434.12 
SE Sea Ltd.
+1.79%
+$4,501.2 
MSFT Microsoft Corp.
+1.74%
+$75,575.16 
MPWR Monolithic Power Systems, Inc.
+1.7%
+$5,052.23 
GOOG Alphabet Inc
+1.65%
+$27,770.6 
VLO Valero Energy Corporation
+1.62%
+$5,320.91 
WES Western Midstream Partners, LP
+1.61%
+$22,940 
FIX Comfort Systems USA, Inc.
+1.56%
+$5,770.32 
GOOGL Alphabet Inc
+1.54%
+$8,426.73 
GEV GE Vernova Inc.
+1.47%
+$8,189.58 
IAC People Incorporated
+1.44%
+$8,528 
WMB The Williams Companies, Inc.
+1.42%
+$57,703.36 
PSX Phillips 66
+1.4%
+$14,285.27 
SCCO Southern Copper Corporation
+1.3%
+$4,202.24 
KMI Kinder Morgan, Inc.
+1.28%
+$9,767.85 
LNG Cheniere Energy Inc.
+1.28%
+$6,625.9 
CVX Chevron Corporation
+1.17%
+$35,953.39 
PGR Progressive Corporation
+1.16%
+$4,889.12 
MELI MercadoLibre, Inc.
+1.15%
+$3,045.56 
IBKR Interactive Brokers Group Inc.
+1.15%
+$3,146 
AUR Aurora Innovation, Inc.
+1.07%
+$650 
AMZN Amazon.com Inc
+1%
+$22,181.12 
XOM Exxon Mobil Corporation
+0.86%
+$23,292.44 
XLE Energy Select Sector SPDR Fund
+0.79%
+$8,018.92 
IMKTA Ingles Markets Inc.
+0.73%
+$1,752.12 
V Visa Inc. Class A
+0.68%
+$4,740.92 
TJX The TJX Companies, Inc.
+0.63%
+$1,545.21 
T AT&T Inc.
+0.62%
+$4,103.6 
ACN Accenture plc Class A
+0.52%
+$1,482.75 
ANET Arista Networks, Inc.
+0.51%
+$1,763.87 
DVN Devon Energy Corporation
+0.46%
+$6,673 
TXN Texas Instruments Inc
+0.44%
+$7,137.84 
FLO Flowers Foods, Inc.
+0.41%
+$1,631.94 
FCX Freeport-McMoRan Inc.
+0.4%
+$1,176.88 
PAYX Paychex Inc.
+0.4%
+$1,217.16 
MDT Medtronic plc
+0.4%
+$2,288.25 
BP BP p.l.c. Sponsored ADR
+0.39%
+$7,609.97 
CEG Constellation Energy Corporation
+0.39%
+$858.48 
RTX RTX Corporation
+0.33%
+$1,576.96 
CASY Casey's General Stores Inc.
+0.29%
+$803.2 
OKE ONEOK, Inc.
+0.28%
+$24,008.4 
IBM International Business Machines Corporation
+0.22%
+$1,258.66 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.2%
+$2,323.08 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.19%
+$1,563.65 
VGT Vanguard Information Technology ETF
+0.19%
+$4,136.16 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$2,406.22 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$3,151.15 
ET Energy Transfer L.P.
+0.12%
+$2,311.68 
SEB Seaboard Corporation
+0.12%
+$715 
WTM White Mountains Insurance Group Ltd.
+0.11%
+$2,678.4 
L Loews Corporation
+0.08%
+$442.53 
PGX Invesco Preferred ETF
+0.07%
+$165.39 
VUG Vanguard Growth ETF
+0.07%
+$2,247.63 
DMLP Dorchester Minerals, L.P.
+0.06%
+$510 
IWF iShares Russell 1000 Growth ETF
+0.05%
+$1,188.48 
CHY Calamos Convertible and High Income Fund
+0.04%
+$150 
VWO Vanguard FTSE Emerging Markets ETF
+0.03%
+$487.17 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$137.99 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$758.79 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
UPS United Parcel Service, Inc.
-4.29%
-$50,757.25 
ORCL Oracle Corporation
-3.39%
-$10,327.64 
MHK Mohawk Industries, Inc.
-3.29%
-$9,283.44 
BX Blackstone Inc.
-3.17%
-$9,410.82 
TSLA Tesla, Inc.
-2.93%
-$11,493.93 
EMR Emerson Electric Co.
-2.82%
-$10,259.76 
BN Brookfield Corporation
-2.72%
-$9,284.48 
RY Royal Bank of Canada
-2.34%
-$7,560 
MS Morgan Stanley
-2.3%
-$33,442.13 
MRK Merck & Co., Inc.
-2.23%
-$26,190.48 
LAZ Lazard Ltd.
-2.22%
-$20,240.64 
BA Boeing Company
-2.09%
-$11,595.18 
CAT Caterpillar Inc.
-2.08%
-$7,805.56 
GSBD Goldman Sachs BDC Inc.
-1.98%
-$7,165.02 
HD The Home Depot, Inc.
-1.92%
-$27,589.38 
ECL Ecolab Inc.
-1.79%
-$6,288.54 
PEP PepsiCo, Inc.
-1.74%
-$12,468.82 
AAPL Apple Inc.
-1.65%
-$37,938.89 
RIO Rio Tinto Plc Sponsored ADR
-1.65%
-$7,233.95 
ARCC Ares Capital Corporation
-1.62%
-$3,885.85 
WMT Walmart Inc.
-1.59%
-$6,845.02 
HTLD Heartland Express Inc.
-1.53%
-$4,150.1 
LBTYA Liberty Global Plc
-1.49%
-$1,946.49 
HTGC Hercules Capital Inc.
-1.48%
-$10,800 
JNJ Johnson & Johnson
-1.48%
-$33,244.95 
GRMN Garmin Ltd.
-1.41%
-$8,553.87 
PAVE Global X U.S. Infrastructure Development ETF
-1.39%
-$11,908.26 
GHC Graham Holdings Co.
-1.37%
-$35,061.65 
CCJ Cameco Corporation
-1.31%
-$4,020.8 
PHO Invesco Water Resources ETF
-1.27%
-$2,681.36 
SNA Snap-on Inc.
-1.26%
-$17,609.67 
PFE Pfizer Inc.
-1.26%
-$20,257.1 
BAC Bank of America Corporation
-1.26%
-$8,690.99 
PANW Palo Alto Networks, Inc.
-1.25%
-$14,529.64 
RGLD Royal Gold Inc.
-1.21%
-$3,887.4 
EQT EQT Corporation
-1.17%
-$3,413.88 
BMY Bristol-Myers Squibb Company
-1.15%
-$5,187 
PRU Prudential Financial, Inc.
-1.13%
-$7,433.81 
O Realty Income Corporation
-1.08%
-$6,673.29 
ROK Rockwell Automation, Inc.
-1.06%
-$7,043.58 
VHT Vanguard Health Care ETF
-1.03%
-$29,816.78 
GS The Goldman Sachs Group, Inc.
-1.01%
-$3,794.56 
JPM JPMorgan Chase & Co.
-1.01%
-$35,301.46 
PG Procter & Gamble Co
-1%
-$2,905.5 
XLI Industrial Select Sector SPDR Fund
-1%
-$2,482.74 
AMG Affiliated Managers Group Inc.
-0.97%
-$3,337.2 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$2,681.64 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.91%
-$3,890.25 
RSG Republic Services, Inc.
-0.88%
-$3,254.55 
DHR Danaher Corporation
-0.85%
-$3,285.27 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.84%
-$15,179.52 
CNX CNX Resources Corporation
-0.84%
-$1,684.48 
SO The Southern Company
-0.84%
-$10,796 
VLTO Veralto Corporation
-0.82%
-$3,143.91 
GILD Gilead Sciences Inc.
-0.78%
-$2,203.95 
GDX VanEck Gold Miners ETF
-0.74%
-$5,963.56 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$5,697.12 
VPU Vanguard Utilities ETF
-0.74%
-$3,854.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.73%
-$36,914.82 
SBRA Sabra Health Care REIT, Inc.
-0.72%
-$3,610.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.7%
-$27,620.17 
DGRO iShares Core Dividend Growth ETF
-0.69%
-$58,404.35 
AMAT Applied Materials, Inc.
-0.69%
-$13,518.12 
VDC VANGUARD CONSUMER STAPLES ETF
-0.67%
-$1,413.72 
ABBV AbbVie Inc.
-0.66%
-$18,992.83 
FVD First Trust Value Line Dividend Index Fund
-0.66%
-$2,678 
CSCO Cisco Systems, Inc.
-0.65%
-$12,077.85 
VOE Vanguard Mid-Cap Value ETF
-0.65%
-$5,261.31 
RNR Renaissancere Holdings Ltd.
-0.63%
-$4,084.08 
AMGN Amgen Inc.
-0.63%
-$1,557.11 
VB Vanguard Small-Cap ETF
-0.63%
-$10,017.91 
GLW Corning Incorporated
-0.61%
-$6,033.86 
MYRG Myr Group Inc.
-0.6%
-$2,362.37 
VTV Vanguard Value ETF
-0.6%
-$51,404.67 
APH Amphenol Corporation
-0.6%
-$2,403.31 
SCHD Schwab U.S. Dividend Equity ETF
-0.59%
-$2,256.54 
RPRX Royalty Pharma plc
-0.58%
-$3,400 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$6,756.79 
XLF Financial Select Sector SPDR Fund
-0.58%
-$8,599.83 
IWD iShares Russell 1000 Value ETF
-0.54%
-$18,964.47 
MCD McDonald's Corporation
-0.53%
-$3,193.21 
OGE Oge Energy Corp.
-0.53%
-$16,110.64 
RWL Invesco S&P 500 Revenue ETF
-0.51%
-$24,574.44 
IWM iShares Russell 2000 ETF
-0.5%
-$5,175.66 
WSO Watsco Inc.
-0.49%
-$1,729 
AVUV Avantis U.S. Small Cap Value ETF
-0.49%
-$3,078.06 
SPG Simon Property Group, Inc.
-0.46%
-$3,728.4 
VO Vanguard Mid-Cap ETF
-0.46%
-$4,793.18 
MMM 3M Company
-0.44%
-$3,595.2 
JEPI JPMorgan Equity Premium Income Fund
-0.42%
-$7,277.48 
AEM Agnico Eagle Mines Limited
-0.39%
-$1,590 
COWZ Pacer US Cash Cows 100 ETF
-0.37%
-$2,987.52 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.36%
-$2,815.2 
IEF iShares 7-10 Year Treasury Bond ETF
-0.34%
-$8,576.5 
UL Unilever PLC Sponsored American Depositary Receipt
-0.32%
-$2,198 
BKH Black Hills Corporation
-0.31%
-$690.92 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.3%
-$5,532.98 
VZ Verizon Communications Inc.
-0.3%
-$9,269.52 
JCPB JPMorgan Core Plus Bond ETF
-0.29%
-$7,242.89 
ARLP Alliance Resource Partners, L.P.
-0.29%
-$3,640 
GLD SPDR Gold Shares
-0.28%
-$4,846.15 
SYK Stryker Corporation
-0.27%
-$1,227.56 
WM Waste Management, Inc.
-0.26%
-$631.26 
FNV Franco-Nevada Corporation
-0.26%
-$28,080 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$31,318.06 
ZIM ZIM Integrated Shipping Services Ltd.
-0.25%
-$2,040 
DFUS Dimensional U.S. Equity Market ETF
-0.24%
-$1,405.25 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$21,698.5 
VOO Vanguard S&P 500 ETF
-0.23%
-$73,702.08 
IWB iShares Russell 1000 ETF
-0.23%
-$543.72 
IVV iShares Core S&P 500 ETF
-0.21%
-$3,377.45 
NVDA NVIDIA Corporation
-0.19%
-$3,342.21 
LMT Lockheed Martin Corporation
-0.19%
-$644.08 
UHAL-B U-Haul Holding Company
-0.18%
-$907.72 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.17%
-$459.83 
PYLD PIMCO Multisector Bond Active ETF
-0.17%
-$4,487.27 
FMS Fresenius Medical Care AG & Co. KGaA ADR
-0.14%
-$70 
MOAT VanEck Morningstar Wide Moat Fund
-0.12%
-$850.2 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.12%
-$798.31 
BINC iShares Flexible Income Active ETF
-0.12%
-$7,045.8 
IBTI iShares iBonds Dec 2028 Term ETF
-0.11%
-$342.93 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.11%
-$763.05 
SPEM SPDR Portfolio Emerging Markets ETF
-0.11%
-$455.12 
VOT Vanguard Mid-Cap Growth ETF
-0.11%
-$1,333 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$2,113.89 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$184.66 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$326.15 
VGSH Vanguard Short-Term Treasury Fund
-0.08%
-$1,939.96 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$2,421.32 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$223.05 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.06%
-$408.69 
KO The Coca-Cola Company
-0.04%
-$738.5 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$107.17 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$267.67 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$260 
HON Honeywell International Inc.
-0.03%
-$71.28 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$67.37 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$417.71 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$371.37 Events
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Dividends
Dividend Analysis
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| Trades 2156 | Longs Won 1182/2156 54% | Profit Factor 2.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $174,089.72 |
| Average Win $93,413.51 | Best Trade (Jul 22) $2.96M | Sharpe Ratio -16.28 |
| Average Loss -$39,409.01 | Worst Trade (Dec 31) -$1.17M | Z-Score -2.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $33,409.27 |
| 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 | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Courtney Lawson?
The largest contributions to the portfolio's profits come from the following stocks: The Williams Companies, Inc - $3.39M, RTX Corporation - $2.6M, Alphabet Inc - $2.5M, Berkshire Hathaway Inc - $2.2M, and Corning Incorporated - $1.91M. 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: Invesco QQQ Trust, Series 1 - $1.06M, Nike, Inc. - Class B - $977,162.74, VANGUARD TOTAL STOCK MKT ETF - $845,048.13, Accenture plc Class A - $839,118.35, and Devon Energy Corporation - $727,782.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Courtney Lawson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.44M earned over time. The largest contributors to dividend income include ONEOK, Inc - $1.46M, The Williams Companies, Inc - $785,343.9, Energy Transfer L.P - $710,109.48, Goldman Sachs BDC Inc - $647,707.5, and iShares Core Dividend Growth ETF - $643,758.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Courtney Lawson's monthly returns?
Courtney Lawson'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 Courtney Lawson's strategy be considered aggressive or moderate?
Courtney Lawson'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 Courtney Lawson's strategy?
Courtney Lawson'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.
