VC
Vernon Cushenbery Portfolio
Invests via Two West Capital Advisors LLC | Managed by Vernon Cushenbery, Marko Ungashick, Ryan Rink, Bradley Bergman, Stacey Perry, Stuart Berkley
Invests via Two West Capital Advisors LLC
Managed by Vernon Cushenbery, Marko Ungashick, Ryan Rink, Bradley Bergman, Stacey Perry, Stuart Berkley
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Vernon Cushenbery Profile
Seasoned investor with multi-decade experience in middle-market private equity and corporate finance, focusing on industrials, business services and healthcare. Vernon Cushenbery brings expertise in deal sourcing, due diligence, value creation and board-level portfolio oversight. Known for structuring growth-oriented buyouts and operational turnarounds, the profile suits LPs seeking disciplined capital allocation and operational governance in lower-middle-market transactions.
Seasoned investor with multi-decade experience in middle-market private equity and corporate finance, focusing on industrials, business services and healthcare. Vernon Cushenbery brings expertise in deal sourcing, due diligence, value creation and board-level portfolio oversight. Known for structuring growth-oriented buyouts and operational turnarounds, the profile suits LPs seeking disciplined capital allocation and operational governance in lower-middle-market transactions.
Investment Philosophy & Strategy
Targets lower‑middle-market buyouts and growth investments in industrials, business services and healthcare, emphasizing operationally driven value creation and disciplined capital allocation. Prefers control or structured minority positions that allow board-level governance, active operational turnaround plans and margin expansion initiatives. Investment style blends rigorous due diligence and conservative underwriting with hands-on portfolio management: KPI-driven transformation, selective add-on M&A and aligned management incentives. Time horizon is medium-term with focus on exit readiness through EBITDA growth and process improvements, prioritizing downside protection and clear paths to cash-on-cash returns.
Targets lower‑middle-market buyouts and growth investments in industrials, business services and healthcare, emphasizing operationally driven value creation and disciplined capital allocation. Prefers control or structured minority positions that allow board-level governance, active operational turnaround plans and margin expansion initiatives. Investment style blends rigorous due diligence and conservative underwriting with hands-on portfolio management: KPI-driven transformation, selective add-on M&A and aligned management incentives. Time horizon is medium-term with focus on exit readiness through EBITDA growth and process improvements, prioritizing downside protection and clear paths to cash-on-cash returns.
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:
34.39%
Gain +0.53%
Monthly
1.08%
Yearly
13.76%
Drawdown
13.39%
$202.07M
Equity
Holdings
$202.07M
Investment
$172.27M
$36.1M
Profit +$745,298.27
Realized
$6M
Unrealized
$30.1M
Dividends
$7.63M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.53%
Profit
$745,298.27
Win %
64%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$850,271.15
Win %
64%
This Month
Compared to last month
Gain
0.63%
Profit
$1.27M
Win %
64%
This Year
Compared to last year
Gain
0.4%
Profit
$802,616.96
Win %
66%
DVLT Datavault AI Inc.
+11.55%
+$1,087.5 
MVST Microvast Holdings Inc.
+7.86%
+$1,504.44 
XLV Health Care Select Sector SPDR Fund
+1.86%
+$7,932.88 
IAU iShares Gold Trust
+1.82%
+$7,008.4 
WMT Walmart Inc.
+1.47%
+$8,644.05 
DFAS Dimensional U.S. Small Cap ETF
+1.42%
+$5,166.7 
XLF Financial Select Sector SPDR Fund
+1.38%
+$7,113.75 
DFAT Dimensional US Targeted Value ETF
+1.35%
+$3,098.54 
TLH iShares 10-20 Year Treasury Bond ETF
+1.15%
+$14,894.36 
MSFT Microsoft Corp.
+1.08%
+$6,382.5 
VLUE iShares MSCI USA Value Factor ETF
+1.06%
+$3,085.23 
DIHP Dimensional International High Profitability Portfolio
+1.01%
+$12,416.73 
EFV iShares MSCI EAFE Value ETF
+0.92%
+$9,753.12 
EFG iShares MSCI EAFE Growth ETF
+0.85%
+$13,848.11 
DGRO iShares Core Dividend Growth ETF
+0.82%
+$3,887.36 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.82%
+$3,239.88 
MUB iShares National Muni Bond ETF
+0.82%
+$15,179.87 
MUNY Vanguard New York Tax-Exempt Bond Fund
+0.8%
+$2,298.66 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$9,570.75 
DFAI Dimensional International Core Equity Market ETF
+0.78%
+$87,851.2 
DFGR Dimensional Global Real Estate ETF
+0.77%
+$3,064.53 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$1,559.95 
IEF iShares 7-10 Year Treasury Bond ETF
+0.71%
+$8,499.84 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.7%
+$1,459.17 
IGEB iShares Investment Grade Corporate Bond ETF
+0.69%
+$10,295.8 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$20,057.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.68%
+$105,255.5 
MBB iShares MBS ETF
+0.66%
+$2,111.02 
DISV Dimensional International Small Cap Equity Fund
+0.65%
+$8,373.2 
DFIC Dimensional International Core Equity Market ETF
+0.64%
+$23,841.84 
CMF iShares California Muni Bond ETF
+0.62%
+$4,832.08 
SYSB iShares Systematic Bond ETF
+0.62%
+$1,327.56 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.59%
+$2,060.91 
DFCF Dimensional Core Fixed Income ETF
+0.59%
+$4,508.16 
DFCA Dimensional California Municipal Bond ETF
+0.58%
+$1,390.2 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.55%
+$1,693.72 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.55%
+$7,073.39 
FNDF Schwab Fundamental International Large Company Index ETF
+0.54%
+$1,117.08 
BFLX iShares Flexible Equity Active ETF
+0.54%
+$6,339.48 
MMM 3M Company
+0.53%
+$1,736.52 
IUSB iShares Core Universal USD Bond ETF
+0.52%
+$38,024.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$1,875.6 
GOVT iShares U.S. Treasury Bond ETF
+0.5%
+$8,803.55 
DFIP Dimensional Inflation-Protected Securities ETF
+0.48%
+$1,680.74 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.48%
+$1,525.56 
SCHP Schwab U.S. TIPS ETF
+0.47%
+$48,765 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.47%
+$1,014.39 
DGCB Dimensional Global Credit Fund
+0.46%
+$9,543.01 
GOOGL Alphabet Inc
+0.45%
+$2,023.97 
BDYN iShares Dynamic Equity Active ETF
+0.45%
+$8,495.91 
DFAU Dimensional US Core Equity Market ETF
+0.43%
+$180,997.12 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$5,870.78 
DFGP Dimensional Global Core Fixed Income Fund
+0.41%
+$9,789.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$1,153.47 
BNDW Vanguard Total World Bond ETF
+0.41%
+$73,165.68 
ESGU iShares ESG Aware MSCI USA ETF
+0.39%
+$3,534.3 
QUAL iShares MSCI USA Quality Factor ETF
+0.35%
+$998.56 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.32%
+$782.86 
SECU iShares Securitized Income Active ETF
+0.31%
+$1,772.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$2,237.3 
VOO Vanguard S&P 500 ETF
+0.28%
+$1,247.99 
SUB iShares Short-Term National Muni Bond ETF
+0.28%
+$1,711 
AMZN Amazon.com Inc
+0.27%
+$1,493.26 
IVV iShares Core S&P 500 ETF
+0.27%
+$28,443.46 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.24%
+$2,206.82 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$1,085.55 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.19%
+$1,161.44 
BALI iShares Adaptive Large Cap ETF
+0.14%
+$661.15 
BINC iShares Flexible Income Active ETF
+0.12%
+$1,564.14 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.1%
+$231.29 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$993.08 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$508.4 
GLW Corning Incorporated
0%
$0 
INDV Indivior Pharmaceuticals, Inc.
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
IDEF iShares U.S. Defense & Aerospace Index ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
NVDA NVIDIA Corporation
-1.84%
-$17,191.68 
BAI iShares A.I. Innovation and Tech Active ETF
-1.54%
-$18,950.92 
TSLA Tesla, Inc.
-1.29%
-$3,549.43 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.1%
-$2,321.55 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.09%
-$7,743.52 
SMH VanEck Semiconductor ETF
-1.04%
-$6,212.67 
DFAE Dimensional Emerging Core Equity Market ETF
-0.79%
-$41,399.7 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.77%
-$10,416.6 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$9,467.77 
XLK State Street Technology Select Sector SPDR ETF
-0.65%
-$4,452.84 
DFEV Dimensional Emerging Markets Value ETF
-0.58%
-$3,990.96 
AAPL Apple Inc.
-0.28%
-$2,971.2 
META Meta Platforms Inc Class A
-0.11%
-$248.46 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.11%
-$3,721.35 
BRK-B Berkshire Hathaway Inc.
-0.06%
-$1,008.33 
IALT iShares Systematic Alternatives Active ETF
-0.03%
-$373.3 
THRO iShares U.S. Thematic Rotation Active ETF
-0.02%
-$221.13 
CLOA iShares AAA CLO ETF
-0.02%
-$113.62 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$252.91 Events
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Dividends
Dividend Analysis
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| Trades 828 | Longs Won 554/828 66% | Profit Factor 16.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $374,904.47 |
| Average Win $69,368.25 | Best Trade (Oct 16) $9.55M | Sharpe Ratio -61.36 |
| Average Loss -$8,494.42 | Worst Trade (Oct 16) -$303,230.71 | Z-Score 2.34 (98.09%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $43,602.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,095 | $702,311.42 | $1.06M | - | $356,178.58 | 50.72% | -0.28% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 18,938 | $1.44M | $1.41M | - | -$29,164.68 | -2.02% | +0.417% |
| AMZN Amazon.com Inc | 2,196 | $489,019.24 | $559,452.94 | - | $70,433.7 | 14.4% | +0.268% |
| BAI iShares A.I. Innovation and Tech Active ETF | 27,869 | $951,835.37 | $1.21M | - | $255,728.4 | 26.87% | -1.545% |
| BALI iShares Adaptive Large Cap ETF | 13,223 | $445,744.24 | $458,705.87 | - | $12,961.63 | 2.91% | +0.144% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 48,782 | $1.22M | $1.3M | - | $79,119.96 | 6.49% | +0.548% |
| BDYN iShares Dynamic Equity Active ETF | 68,350 | $1.76M | $1.9M | - | $138,591.79 | 7.89% | +0.45% |
| BFLX iShares Flexible Equity Active ETF | 45,282 | $1.16M | $1.18M | - | $17,388.21 | 1.5% | +0.542% |
| BINC iShares Flexible Income Active ETF | 26,069 | $1.37M | $1.32M | - | -$49,465.74 | -3.61% | +0.119% |
| BLCR iShares Large Cap Core ACT ETF | 31,306 | $1.41M | $1.55M | - | $134,854.33 | 9.56% | 0.0 |
| BNDW Vanguard Total World Bond ETF | 270,984 | $18.68M | $17.99M | - | -$687,060.12 | -3.68% | +0.408% |
| BRK-B Berkshire Hathaway Inc. | 3,477 | $1.48M | $1.83M | - | $351,706.19 | 23.81% | -0.055% |
| BSV Vanguard Short-Term Bond ETF | 7,237 | $558,598.47 | $554,064.72 | - | -$4,533.75 | -0.81% | +0.196% |
| CLOA iShares AAA CLO ETF | 11,362 | $589,721.14 | $588,892.46 | - | -$828.68 | -0.14% | -0.019% |
| CMF iShares California Muni Bond ETF | 14,212 | $797,308.53 | $778,675.48 | - | -$18,633.05 | -2.34% | +0.624% |
| CORO Ishares International Country Rotational Active ETF | 52,862 | $1.89M | $1.88M | - | -$13,604.62 | -0.72% | 0.0 |
| DEHP Dimensional Emerging Markets High Profitability ETF | 18,173 | $474,542.86 | $701,514.15 | - | $226,971.29 | 47.83% | -1.092% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 345,100 | $11.43M | $15.6M | - | $4.16M | 36.39% | +0.68% |
| DFAE Dimensional Emerging Core Equity Market ETF | 137,999 | $3.59M | $5.23M | - | $1.64M | 45.56% | -0.786% |
| DFAI Dimensional International Core Equity Market ETF | 274,535 | $8.25M | $11.4M | - | $3.14M | 38.08% | +0.777% |
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FAQ
Which stocks have generated the highest profits for Vernon Cushenbery?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total World Bond ETF - $1.41M, Dimensional US Core Equity Market ETF - $1.19M, Dimensional US Small Cap Value ETF - $994,359.97, Dimensional US High Profitability ETF - $839,522.95, and Dimensional International Core Equity Market ETF - $834,270.53. 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: Consumer Discretionary Select Sector SPDR Fund - $65,137.65, Invesco S&P 500 Quality ETF - $25,804.51, CBIZ Inc - $22,558.07, iShares MSCI Emerging Markets ex China ETF - $21,343.17, and Microsoft Corp - $15,049.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vernon Cushenbery's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.63M earned over time. The largest contributors to dividend income include Vanguard Total World Bond ETF - $1.4M, Dimensional US Core Equity Market ETF - $819,484.55, Schwab U.S. TIPS ETF - $750,863.26, Dimensional International Core Equity Market ETF - $597,560.39, and Dimensional U.S. Core Equity 2 ETF - $278,459.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vernon Cushenbery's monthly returns?
Vernon Cushenbery'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 Vernon Cushenbery's strategy be considered aggressive or moderate?
Vernon Cushenbery'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 Vernon Cushenbery's strategy?
Vernon Cushenbery'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.
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