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:
29.63%
Gain +0.2%
Monthly
1.21%
Yearly
15.61%
Drawdown
14.5%
$156.88M
Equity
Holdings
$156.88M
Investment
$125.28M
$33.2M
Profit +$271,626.35
Realized
$1.6M
Unrealized
$31.6M
Dividends
$4.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$271,626.35
Win %
82%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$1.43M
Win %
82%
This Month
Compared to last month
Gain
0.003%
Profit
$4,483.1
Win %
82%
This Year
Compared to last year
Gain
9.4%
Profit
$13.48M
Win %
82%
ADBE Adobe Inc.
+3.56%
+$9,744.1 
ABBV AbbVie Inc.
+1.65%
+$7,227.27 
ABT Abbott Laboratories
+1.51%
+$3,572.4 
SDY SPDR S&P Dividend ETF
+1.23%
+$2,713.37 
MSFT Microsoft Corp.
+1.03%
+$7,945.77 
GLD SPDR Gold Shares
+1%
+$5,888.76 
PG Procter & Gamble Co
+0.98%
+$7,489.27 
ERET iShares Environmentally Aware Real Estate ETF
+0.9%
+$2,295.84 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
+0.88%
+$65,571.35 
NUSC Nuveen ESG Small-Cap ETF
+0.87%
+$38,377.08 
VIG Vanguard Dividend Appreciation ETF
+0.78%
+$3,195.83 
CMF iShares California Muni Bond ETF
+0.74%
+$1,460.03 
DFSI Dimensional International Sustainability Core 1 ETF
+0.66%
+$124,997.1 
AVSD Avantis Responsible International Equity ETF
+0.53%
+$22,699.12 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.52%
+$1,045.39 
NULV Nuveen ESG Large-Cap Value ETF
+0.48%
+$13,475.54 
DFSU Dimensional US Sustainability Core 1 ETF
+0.47%
+$159,312.15 
VGSR Vert Global Sustainable Real Estate ETF
+0.47%
+$17,393.7 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.39%
+$12,142.05 
BNDX Vanguard Total International Bond ETF
+0.29%
+$572.54 
BRK-A Berkshire Hathaway Inc.
+0.26%
+$4,090 
EFIV SPDR S&P 500 ESG ETF
+0.24%
+$729 
GOOGL Alphabet Inc
+0.2%
+$447.29 
AVSU Avantis Responsible U.S. Equity ETF
+0.19%
+$6,573.73 
CVLC Calvert US Large Cap Core Responsible Index Fund
+0.16%
+$14,698.34 
GOOG Alphabet Inc
+0.14%
+$2,088.42 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.11%
+$3,783.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.11%
+$252 
DFAU Dimensional US Core Equity Market ETF
+0.1%
+$241.85 
AAPL Apple Inc.
+0.09%
+$2,942.43 
ARB AltShares Merger Arbitrage ETF
+0.08%
+$8,875.73 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$138.71 
SCHX Schwab U.S. Large-Cap ETF
+0.03%
+$81.05 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$323.02 
IVV iShares Core S&P 500 ETF
0%
+$9.69 
NULC Nuveen ESG Large-Cap ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
+$0.01 
CSCO Cisco Systems, Inc.
-4.1%
-$18,700.58 
EMSF Matthews Emerging Markets Sustainable Future Fund
-2.45%
-$11,692.11 
AVGO Broadcom Inc.
-2.03%
-$4,797.87 
NVDA NVIDIA Corporation
-1.81%
-$13,960 
FTAI FTAI Aviation Ltd.
-1.62%
-$6,625 
AVSE Avantis Responsible Emerging Markets Equity ETF
-1.54%
-$45,641.7 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.99%
-$136,408.11 
QQQ Invesco QQQ Trust, Series 1
-0.69%
-$11,296.31 
JPM JPMorgan Chase & Co.
-0.51%
-$4,568.32 
VUG Vanguard Growth ETF
-0.47%
-$1,501.92 
AMZN Amazon.com Inc
-0.29%
-$2,908.95 
CVIE Calvert International Responsible Index ETF
-0.17%
-$18,942.35 
DSI iShares MSCI KLD 400 Social ETF
-0.03%
-$103.2 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.01%
-$37.29 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 235 | Longs Won 186/235 79% | Profit Factor 36.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $550,813.05 |
| Average Win $183,550.27 | Best Trade (Oct 15) $5.95M | Sharpe Ratio -10.97 |
| Average Loss -$19,123.26 | Worst Trade (Oct 14) -$235,894.05 | Z-Score 10.71 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $141,290.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,647 | $2.42M | $3.31M | - | $895,636.64 | 37.07% | +0.089% |
| ABBV AbbVie Inc. | 1,541 | $331,188.74 | $444,069.97 | - | $112,881.23 | 34.08% | +1.654% |
| ABT Abbott Laboratories | 2,290 | $300,328.2 | $239,373.7 | - | -$60,954.5 | -20.3% | +1.515% |
| ADBE Adobe Inc. | 1,137 | $505,601.82 | $283,397.25 | - | -$222,204.57 | -43.95% | +3.561% |
| AMZN Amazon.com Inc | 3,931 | $862,422.3 | $995,879.54 | - | $133,457.24 | 15.47% | -0.291% |
| ARB AltShares Merger Arbitrage ETF | 356,455 | $9.99M | $10.72M | - | $724,135.76 | 7.25% | +0.083% |
| AVGO Broadcom Inc. | 682 | $187,993.9 | $231,344.63 | - | $43,350.73 | 23.06% | -2.032% |
| AVSD Avantis Responsible International Equity ETF | 55,229 | $3.08M | $4.35M | - | $1.28M | 41.47% | +0.525% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 38,844 | $2.07M | $2.93M | - | $858,394.06 | 41.51% | -1.536% |
| AVSU Avantis Responsible U.S. Equity ETF | 38,669 | $2.56M | $3.41M | - | $854,910.79 | 33.44% | +0.193% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 32,302 | $2.96M | $2.96M | - | $1,417.4 | 0.05% | +0.011% |
| BNDX Vanguard Total International Bond ETF | 4,241 | $208,021.33 | $200,111.58 | - | -$7,909.75 | -3.8% | +0.287% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.58M | - | -$13,623.98 | -0.85% | +0.259% |
| CMF iShares California Muni Bond ETF | 3,605 | $207,144 | $197,752.27 | - | -$9,391.73 | -4.53% | +0.744% |
| CSCO Cisco Systems, Inc. | 4,013 | $283,851.5 | $437,336.74 | - | $153,485.24 | 54.07% | -4.101% |
| CVIE Calvert International Responsible Index ETF | 134,821 | $8.04M | $10.91M | - | $2.86M | 35.6% | -0.173% |
| CVLC Calvert US Large Cap Core Responsible Index Fund | 94,828 | $7.21M | $9.01M | - | $1.8M | 24.97% | +0.163% |
| CVMC Calvert US Mid-Cap Core Responsible Index Fund | 100,879 | $6.07M | $7.5M | - | $1.43M | 23.64% | +0.881% |
| DFAU Dimensional US Core Equity Market ETF | 4,837 | $195,339.95 | $255,925.67 | - | $60,585.72 | 31.02% | +0.095% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 293,983 | $10.22M | $13.66M | - | $3.44M | 33.64% | -0.989% |
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 David Cantor?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Sustainability Core 1 ETF - $921,755.98, Dimensional US Sustainability Core 1 ETF - $642,029.37, Nuveen ESG International Developed Markets Equity Fund - $478,162.72, Dimensional Emerging Markets Sustainability Core 1 ETF - $434,952.28, and Avantis Responsible International Equity ETF - $415,730.62. 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 $4.1M earned over time. The largest contributors to dividend income include Dimensional International Sustainability Core 1 ETF - $754,078.99, Dimensional US Sustainability Core 1 ETF - $469,936.59, Dimensional Emerging Markets Sustainability Core 1 ETF - $434,952.28, Calvert International Responsible Index ETF - $362,974.13, 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.
2026 © Marketlog. All Rights Reserved.
