SC
Sanjay Chawla Portfolio
Invests via Factory Mutual Insurance Co | Managed by Sanjay Chawla
Invests via Factory Mutual Insurance Co
Managed by Sanjay Chawla
Automatically Tracked
Sanjay Chawla Profile
An accomplished leader in the technology sector, Sanjay Chawla has established a significant presence as an entrepreneur and executive. With a background that blends engineering expertise with strategic vision, he has successfully driven innovation at various stages of business development. His track record includes founding companies focused on cutting-edge technological solutions, positioning them for rapid growth within competitive markets. Known for cultivating high-performance teams and fostering collaborative environments, he continues to play a pivotal role in shaping the tech landscape through his operational insights and market knowledge.
An accomplished leader in the technology sector, Sanjay Chawla has established a significant presence as an entrepreneur and executive. With a background that blends engineering expertise with strategic vision, he has successfully driven innovation at various stages of business development. His track record includes founding companies focused on cutting-edge technological solutions, positioning them for rapid growth within competitive markets. Known for cultivating high-performance teams and fostering collaborative environments, he continues to play a pivotal role in shaping the tech landscape through his operational insights and market knowledge.
Investment Philosophy & Strategy
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:
77.15%
Gain -0.48%
Monthly
0.23%
Yearly
2.78%
Drawdown
49.28%
$10.81B
Equity
Holdings
$10.81B
Investment
$6.28B
-$405.15B
Profit -$41.44M
Realized
-$409.82B
Unrealized
$4.67B
Dividends
$3.02B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$41.44M
Win %
74%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$46.84M
Win %
74%
This Month
Compared to last month
Gain
1.42%
Profit
$151.34M
Win %
74%
This Year
Compared to last year
Gain
2.93%
Profit
$307.87M
Win %
76%
UNH UnitedHealth Group Incorporated
+4.73%
+$4.68M 
MRK Merck & Co., Inc.
+3.8%
+$1.51M 
INTU Intuit Inc.
+2.98%
+$688,634 
XLP Consumer Staples Select Sector SPDR Fund
+2.22%
+$10,658.99 
VZ Verizon Communications Inc.
+2.04%
+$743,653.74 
BTI British American Tobacco p.l.c. ADR
+1.81%
+$227,042.95 
PEP PepsiCo, Inc.
+1.55%
+$150,409.5 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$753,721.83 
UNP Union Pacific Corporation
+1.44%
+$843,304 
JPM JPMorgan Chase & Co.
+1.16%
+$1.99M 
MCD McDonald's Corporation
+1.06%
+$336,998.65 
TJX The TJX Companies, Inc.
+0.95%
+$340,762 
PNC The PNC Financial Services Group, Inc.
+0.92%
+$213,000 
ACN Accenture plc Class A
+0.66%
+$179,551.28 
AAPL Apple Inc.
+0.49%
+$2.9M 
DIS The Walt Disney Company
+0.38%
+$76,856.96 
ABT Abbott Laboratories
+0.35%
+$70,650 
CTVA Corteva Inc.
+0.3%
+$12,520.32 
NVO Novo Nordisk A/S Sponsored ADR
+0.16%
+$3,301.38 
NFLX Netflix, Inc.
+0.16%
+$37,356 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+0.12%
+$3,223.02 
DE Deere & Company
+0.06%
+$31,581.8 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$35,310 
MU Micron Technology, Inc.
+0.02%
+$22,664.25 
MRVL Marvell Technology, Inc.
0%
+$988.02 
ABBV AbbVie Inc.
0%
-$1.86 
ADI Analog Devices, Inc.
0%
$0 
AEG Aegon N.V.
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
-$0.93 
ALGN Align Technology, Inc.
0%
-$2.11 
AME Ametek Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
+$6.35 
AMT American Tower Corporation
0%
-$2.26 
AMZN Amazon.com Inc
0%
-$13.83 
AON Aon plc
0%
$0 
APH Amphenol Corporation
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AXP American Express Company
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAC Bank of America Corporation
0%
$0 
BBD Banco Bradesco S.A. ADR
0%
$0 
BE Bloom Energy Corporation
0%
+$0.45 
BIDU Baidu Inc.
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BKNG Booking Holdings Inc.
0%
-$1.24 
BLK BlackRock, Inc.
0%
$0 
BN Brookfield Corporation
0%
$0 
CB Chubb Limited
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRBG Corebridge Financial Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DHR Danaher Corporation
0%
$0 
DTE DTE Energy Company
0%
$0 
DXCM DexCom, Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
EDU New Oriental Education & Technology Group Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
FDX FedEx Corporation
0%
$0 
FN Fabrinet
0%
$0 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
0%
$0 
GE General Electric Company
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
H Hyatt Hotels Corporation
0%
$0 
HD The Home Depot, Inc.
0%
+$1.37 
HDB HDFC Bank Limited ADR
0%
$0 
HLN Haleon Plc - ADR
0%
$0 
HUBS HubSpot, Inc.
0%
$0 
HUBB Hubbell Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LEN Lennar Corporation
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LIN Linde plc
0%
-$0.88 
LLY Eli Lilly and Company
0%
+$0.81 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
-$0.94 
LVS Las Vegas Sands Corp.
0%
+$0.49 
LYG Lloyds Banking Group Plc ADR
0%
$0 
MA Mastercard Incorporated
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
+$0.63 
MELI MercadoLibre, Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
+$0.35 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$9.24 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
0%
$0 
NGG National Grid plc Sponsored ADR
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOK Nokia Corporation Sponsored ADR
0%
$0 
NOC Northrop Grumman Corporation
0%
+$0.43 
NOW ServiceNow, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NXPI NXP Semiconductors N.V.
0%
+$0.29 
ORLY O'Reilly Automotive Inc.
0%
-$0.11 
OTIS Otis Worldwide Corporation
0%
$0 
PAAS Pan American Silver Corp.
0%
$0 
PFGC Performance Food Group Co.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PM Philip Morris International Inc.
0%
-$3.94 
PPL PPL Corporation
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RTX RTX Corporation
0%
+$0.74 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SAP SAP SE Sponsored ADR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SLB Schlumberger Limited
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SNN Smith & Nephew plc ADR
0%
$0 
SPGI S&P Global Inc.
0%
-$0.87 
SYY Sysco Corporation
0%
-$0.56 
TLK Telkom Indonesia Persero Tbk. - ADR
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TM Toyota Motor Corporation
0%
+$0.27 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
UBS UBS Group AG
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
VLTO Veralto Corporation
0%
$0 
VST Vistra Corp
0%
$0 
WDC Western Digital Corporation
0%
-$0.12 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WH Wyndham Hotels & Resorts, Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.98 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
FXI iShares China Large-Cap ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IBB iShares Biotechnology ETF
0%
+$0.28 
IWM iShares Russell 2000 ETF
0%
$0 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
KIE SPDR S&P Insurance ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLRE The Real Estate Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
SNDK SanDisk Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
-$0.43 
FDXF FedEx Freight Holding Company Inc.
0%
-$0.11 
HONA Honeywell Aerospace Inc.
0%
-$0.41 
ORCL Oracle Corporation
-8.83%
-$1.72M 
GEV GE Vernova Inc.
-6.2%
-$1.78M 
ETN Eaton Corporation plc
-4.54%
-$2.96M 
ANET Arista Networks, Inc.
-4.45%
-$2.95M 
NU Nu Holdings Ltd.
-4.17%
-$96,090.8 
PLTR Palantir Technologies Inc.
-3.69%
-$1.84M 
META Meta Platforms Inc Class A
-3.27%
-$7.09M 
NVDA NVIDIA Corporation
-3.16%
-$20.45M 
AVGO Broadcom Inc.
-3.1%
-$7.97M 
CAT Caterpillar Inc.
-3.08%
-$1.52M 
TXN Texas Instruments Inc
-2.5%
-$782,281.09 
GFI Gold Fields Ltd. Sponsored ADR
-2.17%
-$38,632.58 
TSLA Tesla, Inc.
-2.15%
-$2.16M 
GOOGL Alphabet Inc
-1.74%
-$30,699.95 
GS The Goldman Sachs Group, Inc.
-1.48%
-$373,277.85 
CDNS Cadence Design Systems, Inc.
-1.42%
-$1.28M 
FISV Fiserv, Inc.
-1.26%
-$5,192 
V Visa Inc. Class A
-1.17%
-$1.73M 
VOO Vanguard S&P 500 ETF
-1.09%
-$1.13M 
HSBC HSBC Holdings plc Sponsored ADR
-0.99%
-$72,898.88 
BA Boeing Company
-0.98%
-$128,832 
SPG Simon Property Group, Inc.
-0.97%
-$248,705.62 
CRM Salesforce Inc
-0.87%
-$5,973.98 
BSX Boston Scientific Corporation
-0.72%
-$26,226 
SE Sea Ltd.
-0.65%
-$7,192.62 
CNQ Canadian Natural Resources Limited
-0.61%
-$195,334.08 
HYDB iShares High Yield Systematic Bond ETF
-0.47%
-$444,531.15 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 9356 | Longs Won 6209/9356 66% | Profit Factor 0.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.27B |
| Average Win $145.41M | Best Trade (Dec 31) $398.08B | Sharpe Ratio -11.24 |
| Average Loss -$415.63M | Worst Trade (Mar 31) -$22.3B | Z-Score -8.37 (100%) |
| Commissions $0 | Avg. Trade Length 3y 12m 4d | Expectancy -$43.3M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 118.45% | 112.57% | 109.26% | 106.97% | 105.23% | 103.83% | 102.66% | 101.65% | 100.78% |
| Consecutive Losing Trades | 26 | 23 | 21 | 18 | 16 | 13 | 10 | 8 | 5 | 3 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1.72M | $55.32M | $589.45M | - | $534.14M | 965.61% | +0.495% |
| ABBV AbbVie Inc. | 186,250 | $19.99M | $51.1M | - | $31.11M | 155.58% | 0.0 |
| ABT Abbott Laboratories | 196,250 | $6.97M | $20.21M | - | $13.24M | 190.1% | +0.351% |
| ACN Accenture plc Class A | 128,250 | $33.57M | $27.57M | - | -$6M | -17.88% | +0.656% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 90,000 | $4.59M | $6.77M | - | $2.18M | 47.36% | 0.0 |
| ADI Analog Devices, Inc. | 36,500 | $14.5M | $15.14M | - | $639,845.36 | 4.41% | 0.0 |
| AEG Aegon N.V. | 59,398 | $474,589.91 | $494,785.34 | - | $20,195.43 | 4.26% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 2.94M | $293.28M | $278.53M | - | -$14.75M | -5.03% | 0.0 |
| AIG American International Group Inc. | 125,500 | $6.53M | $9.75M | - | $3.21M | 49.13% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 93,265 | $26.14M | $21.72M | - | -$4.42M | -16.92% | 0.0 |
| ALGN Align Technology, Inc. | 210,923 | $40.4M | $30.28M | - | -$10.12M | -25.06% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 211,572 | $61.34M | $128.11M | - | $66.77M | 108.85% | 0.0 |
| AME Ametek Inc. | 282,000 | $51.64M | $70.64M | - | $18.99M | 36.78% | 0.0 |
| AMGN Amgen Inc. | 64,150 | $18.71M | $26.48M | - | $7.77M | 41.52% | 0.0 |
| AMT American Tower Corporation | 226,150 | $38.96M | $40.58M | - | $1.62M | 4.16% | 0.0 |
| AMZN Amazon.com Inc | 1.38M | $74.5M | $357.73M | - | $283.23M | 380.19% | 0.0 |
| ANET Arista Networks, Inc. | 324,320 | $39.51M | $63.38M | - | $23.87M | 60.41% | -4.449% |
| AON Aon plc | 33,650 | $11.76M | $9.24M | - | -$2.51M | -21.37% | 0.0 |
| APH Amphenol Corporation | 1.64M | $26.17M | $140.73M | - | $114.56M | 437.79% | 0.0 |
| APO Apollo Global Management, Inc. | 173,200 | $23.22M | $20.14M | - | -$3.08M | -13.28% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Sanjay Chawla?
The largest contributions to the portfolio's profits come from the following stocks: WWY - $403.61B, CVD - $54.77B, BR - $19.16B, GRP - $10.87B, and AMLN - $8.74B. 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: GOOGL - $86.57B, SPLS - $54.94B, WB - $47.22B, LU - $41.63B, and AET - $38.56B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sanjay Chawla's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.02B earned over time. The largest contributors to dividend income include General Electric Company - $236.89M, Citigroup Inc - $226.78M, iShares MSCI Germany ETF - $100.09M, Exxon Mobil Corporation - $82.23M, and JPMorgan Chase & Co - $73.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sanjay Chawla's monthly returns?
Sanjay Chawla's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Sanjay Chawla's strategy be considered aggressive or moderate?
Sanjay Chawla's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Sanjay Chawla's strategy?
Sanjay Chawla's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
