DC
David Cantor Portfolio
Invests via LongView Asset Management LLC | Managed by David Cantor, Harlan Flint
Invests via LongView Asset Management LLC
Managed by David Cantor, Harlan Flint
Automatically Tracked
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:
33.14%
Gain +1.85%
Monthly
1.47%
Yearly
19.09%
Drawdown
14.5%
$160.64M
Equity
Holdings
$160.64M
Investment
$125.28M
$36.96M
Profit +$2.57M
Realized
$1.6M
Unrealized
$35.36M
Dividends
$3.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.85%
Profit
$2.57M
Win %
81%
This Week
Compared To Last Week
Gain
1.56%
Profit
$2.47M
Win %
81%
This Month
Compared to last month
Gain
2.39%
Profit
$3.75M
Win %
81%
This Year
Compared to last year
Gain
12.02%
Profit
$17.24M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$141,830.44 
GOOG Alphabet Inc
+6.88%
+$97,898.14 
GOOGL Alphabet Inc
+6.73%
+$14,358.33 
FTAI FTAI Aviation Ltd.
+4.3%
+$21,250 
MSFT Microsoft Corp.
+3.02%
+$19,694.51 
NVDA NVIDIA Corporation
+2.93%
+$19,927.92 
CSCO Cisco Systems, Inc.
+2.14%
+$9,751.59 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$4,721.43 
VUG Vanguard Growth ETF
+1.1%
+$3,325.68 
EFIV SPDR S&P 500 ESG ETF
+1.1%
+$3,199.5 
ADBE Adobe Inc.
+1.01%
+$2,853.88 
EMSF Matthews Emerging Markets Sustainable Future Fund
+0.83%
+$3,865.26 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,847.65 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,971.52 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,579.75 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$222,328.96 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,021.08 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,539.95 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.62%
+$55,000.24 
NULC Nuveen ESG Large-Cap ETF
+0.57%
+$1,965.55 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$1,354.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,222.2 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$14,694.14 
AVGO Broadcom Inc.
+0.37%
+$982.08 
PG Procter & Gamble Co
+0.37%
+$2,585.87 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$8,810.93 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$43,215.5 
JPM JPMorgan Chase & Co.
+0.27%
+$2,496.64 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$2,952.11 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$4,568.7 
ABT Abbott Laboratories
+0.09%
+$206.1 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$158.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$969.06 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$236,544.44 
ABBV AbbVie Inc.
-2.51%
-$9,970.27 
GLD SPDR Gold Shares
-1.49%
-$8,778.42 
VGSR Vert Global Sustainable Real Estate ETF
-0.87%
-$35,483.15 
ERET iShares Environmentally Aware Real Estate ETF
-0.64%
-$1,836.67 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$27,780.19 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$118,641.32 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,521.01 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.34%
-$11,332.58 
SDY SPDR S&P Dividend ETF
-0.28%
-$638.44 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.26%
-$19,973.74 
BNDX Vanguard Total International Bond ETF
-0.23%
-$466.51 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$428.88 
CVIE Calvert International Responsible Index ETF
-0.18%
-$20,357.97 
CMF iShares California Muni Bond ETF
-0.05%
-$108.15 
ARB AltShares Merger Arbitrage ETF
-0.02%
-$2,495.18 Events
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Dividends
Dividend Analysis
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| Trades 235 | Longs Won 185/235 78% | Profit Factor 37.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $607,897.07 |
| Average Win $205,315.48 | Best Trade (Aug 14) $6.6M | Sharpe Ratio -10.97 |
| Average Loss -$20,465.28 | Worst Trade (Aug 02) -$220,885.65 | Z-Score 12.86 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $157,277.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,647 | $2.42M | $2.98M | - | $564,213.96 | 23.35% | -7.354% |
| ABBV AbbVie Inc. | 1,541 | $331,188.74 | $386,698.54 | - | $55,509.8 | 16.76% | -2.513% |
| ABT Abbott Laboratories | 2,290 | $300,328.2 | $242,053 | - | -$58,275.2 | -19.4% | +0.085% |
| ADBE Adobe Inc. | 1,137 | $505,601.82 | $284,716.17 | - | -$220,885.65 | -43.69% | +1.013% |
| AMZN Amazon.com Inc | 3,931 | $862,422.3 | $1.07M | - | $205,158.64 | 23.79% | +15.321% |
| ARB AltShares Merger Arbitrage ETF | 356,455 | $9.99M | $10.55M | - | $561,592.28 | 5.62% | -0.024% |
| AVGO Broadcom Inc. | 682 | $187,993.9 | $265,488.96 | - | $77,495.06 | 41.22% | +0.371% |
| AVSD Avantis Responsible International Equity ETF | 55,229 | $3.08M | $4.48M | - | $1.41M | 45.8% | -0.616% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 38,844 | $2.07M | $2.92M | - | $847,828.45 | 41% | +0.101% |
| AVSU Avantis Responsible U.S. Equity ETF | 38,669 | $2.56M | $3.38M | - | $822,428.83 | 32.17% | +0.437% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 32,302 | $2.96M | $2.96M | - | $6,262.7 | 0.21% | +0.033% |
| BNDX Vanguard Total International Bond ETF | 4,241 | $208,021.33 | $202,592.57 | - | -$5,428.76 | -2.61% | -0.23% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.53M | - | -$63,684 | -3.99% | +0.21% |
| CMF iShares California Muni Bond ETF | 3,605 | $207,144 | $203,790.65 | - | -$3,353.35 | -1.62% | -0.053% |
| CSCO Cisco Systems, Inc. | 4,013 | $283,851.5 | $465,467.87 | - | $181,616.37 | 63.98% | +2.14% |
| CVIE Calvert International Responsible Index ETF | 134,821 | $8.04M | $11.14M | - | $3.09M | 38.46% | -0.182% |
| CVLC Calvert US Large Cap Core Responsible Index Fund | 94,828 | $7.21M | $8.91M | - | $1.7M | 23.6% | +0.621% |
| CVMC Calvert US Mid-Cap Core Responsible Index Fund | 100,879 | $6.07M | $7.65M | - | $1.58M | 26.02% | -0.26% |
| DFAU Dimensional US Core Equity Market ETF | 4,837 | $195,339.95 | $250,459.86 | - | $55,119.91 | 28.22% | +0.544% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 293,983 | $10.22M | $13.55M | - | $3.33M | 32.6% | +0.32% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for David Cantor?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Sustainability Core 1 ETF - $844,545.9, Dimensional US Sustainability Core 1 ETF - $568,391.75, Nuveen ESG International Developed Markets Equity Fund - $478,162.72, Avantis Responsible International Equity ETF - $397,665.21, and Dimensional Emerging Markets Sustainability Core 1 ETF - $332,058.23. 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: Apple Inc - $130,529.17, Tesla, Inc - $38,073.79, Danaher Corporation - $32,291.6, Bakkt Holdings, Inc - $19,316.44, and iShares Biotechnology ETF - $12,286.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Cantor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.66M earned over time. The largest contributors to dividend income include Dimensional International Sustainability Core 1 ETF - $676,868.91, Dimensional US Sustainability Core 1 ETF - $396,298.97, Dimensional Emerging Markets Sustainability Core 1 ETF - $332,058.23, Calvert International Responsible Index ETF - $328,863.07, and SPDR Bloomberg Barclays Emerging Markets Local Bond ETF - $233,859.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Cantor's monthly returns?
David Cantor'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 David Cantor's strategy be considered aggressive or moderate?
David Cantor'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 David Cantor's strategy?
David Cantor's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
