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
Automatically Tracked
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:
37.24%
Gain +3.07%
Monthly
1.24%
Yearly
15.97%
Drawdown
13.43%
$206.57M
Equity
Holdings
$206.57M
Investment
$171.11M
$39.09M
Profit +$4.12M
Realized
$3.63M
Unrealized
$35.46M
Dividends
$7.01M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.07%
Profit
$4.12M
Win %
72%
This Week
Compared To Last Week
Gain
1.95%
Profit
$3.96M
Win %
72%
This Month
Compared to last month
Gain
2.12%
Profit
$4.28M
Win %
72%
This Year
Compared to last year
Gain
1.94%
Profit
$3.93M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$79,917.18 
GOOGL Alphabet Inc
+6.73%
+$26,492.13 
MSFT Microsoft Corp.
+3.02%
+$12,612.11 
NVDA NVIDIA Corporation
+2.93%
+$23,365.35 
GLW Corning Incorporated
+2.24%
+$5,705.49 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$44,388.48 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$13,682.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$18,001.36 
XLE Energy Select Sector SPDR Fund
+1%
+$2,475.64 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$7,786.2 
MVST Microvast Holdings Inc.
+0.87%
+$254.37 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,443.25 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$25,043.56 
TSLA Tesla, Inc.
+0.76%
+$1,769.98 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,416.97 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,032.66 
BFLX iShares Flexible Equity Active ETF
+0.71%
+$2,859.3 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$6,361.74 
IVV iShares Core S&P 500 ETF
+0.69%
+$65,633.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$5,180.79 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$6,714.45 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$4,299.6 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$2,450.05 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$221,322.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,499.62 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$1,212.4 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$23,798.3 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$5,466.24 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,748.08 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$54,234.72 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$3,113.59 
SMH VanEck Semiconductor ETF
+0.3%
+$1,633.27 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$3,290.7 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$531.21 
BDYN iShares Dynamic Equity Active ETF
+0.18%
+$3,389.05 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.14%
+$1,774.41 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$1,304.6 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.13%
+$311.57 
MMM 3M Company
+0.12%
+$405.92 
WMT Walmart Inc.
+0.09%
+$495.21 
SECU iShares Securitized Income Active ETF
+0.08%
+$224.84 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$491.61 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$59.88 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$479.13 
CLOA iShares AAA CLO ETF
+0.02%
+$138.57 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$56.64 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$76,330.76 
IAU iShares Gold Trust
-1.46%
-$5,277.1 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$4,209.18 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$14,030.91 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$6,449.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,467.01 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$74,420.92 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,980.59 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$7,921.54 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,565.58 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$21,493.12 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$6,920.05 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$5,543.99 
INDV Indivior Pharmaceuticals, Inc.
-0.52%
-$2,205.02 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$6,583.5 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$2,124 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$1,398.78 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,759.6 
MBB iShares MBS ETF
-0.4%
-$6,655.93 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$8,239.87 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$2,244.72 
BNDW Vanguard Total World Bond ETF
-0.28%
-$50,834.69 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,252.67 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$2,395.12 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$4,351.8 
DUHP Dimensional US High Profitability ETF
-0.27%
-$9,544.26 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$645.75 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$12,775.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$1,319.76 
SYSB iShares Systematic Bond ETF
-0.22%
-$463.6 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,520.72 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$779.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$5,166.34 
DGCB Dimensional Global Credit Fund
-0.18%
-$3,458.88 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$403.44 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$657.58 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.17%
-$788.8 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.16%
-$512.61 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$493.8 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$382.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$647.68 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$1,694.22 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$11,496.51 
MUB iShares National Muni Bond ETF
-0.11%
-$2,097.24 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$398.07 
XLF Financial Select Sector SPDR Fund
-0.1%
-$560.04 
MUNY Vanguard New York Tax-Exempt Bond Fund
-0.09%
-$278.35 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,120.29 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$419.52 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$173.78 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$660.36 
CMF iShares California Muni Bond ETF
-0.05%
-$426.36 Events
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Dividends
Dividend Analysis
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| Trades 737 | Longs Won 527/737 71% | Profit Factor 40.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $408,685.18 |
| Average Win $76,074.08 | Best Trade (Aug 13) $9.87M | Sharpe Ratio -56.26 |
| Average Loss -$4,753.28 | Worst Trade (Aug 02) -$226,881.03 | Z-Score 10.51 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $53,043.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,113 | $706,102.68 | $961,636.83 | - | $255,534.15 | 36.19% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,583 | $257,199.84 | $251,506.71 | - | -$5,693.13 | -2.21% | -0.256% |
| AMZN Amazon.com Inc | 2,215 | $493,187.65 | $601,549.68 | - | $108,362.03 | 21.97% | +15.321% |
| BAI iShares A.I. Innovation and Tech Active ETF | 25,825 | $855,543.82 | $1.07M | - | $212,061.68 | 24.79% | +0.633% |
| BALI iShares Adaptive Large Cap ETF | 12,895 | $434,448 | $439,977.4 | - | $5,529.4 | 1.27% | +0.56% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 47,957 | $1.2M | $1.26M | - | $60,301.63 | 5.03% | +0.141% |
| BDYN iShares Dynamic Equity Active ETF | 67,781 | $1.74M | $1.86M | - | $119,088.75 | 6.84% | +0.182% |
| BFLX iShares Flexible Equity Active ETF | 15,885 | $399,825 | $405,226.35 | - | $5,401.35 | 1.35% | +0.711% |
| BINC iShares Flexible Income Active ETF | 28,008 | $1.47M | $1.46M | - | -$15,983.36 | -1.09% | -0.077% |
| BLCR iShares Large Cap Core ACT ETF | 21,379 | $923,292.7 | $1.04M | - | $116,795.65 | 12.65% | +1.333% |
| BNDW Vanguard Total World Bond ETF | 267,551 | $18.45M | $18.05M | - | -$405,256.51 | -2.2% | -0.281% |
| BRK-B Berkshire Hathaway Inc. | 3,628 | $1.54M | $1.86M | - | $317,039.58 | 20.6% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 6,992 | $539,886.79 | $542,439.36 | - | $2,552.57 | 0.47% | -0.077% |
| CLOA iShares AAA CLO ETF | 13,857 | $718,823.2 | $720,494.71 | - | $1,671.51 | 0.23% | +0.019% |
| CMF iShares California Muni Bond ETF | 14,212 | $797,308.53 | $803,404.36 | - | $6,095.83 | 0.76% | -0.053% |
| CORO Ishares International Country Rotational Active ETF | 25,798 | $905,772 | $919,956.68 | - | $14,184.68 | 1.57% | -0.696% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 17,915 | $463,836.08 | $696,356.05 | - | $232,519.97 | 50.13% | +0.621% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 338,967 | $11.16M | $15.08M | - | $3.92M | 35.13% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 139,990 | $3.64M | $5.25M | - | $1.61M | 44.23% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 275,631 | $8.29M | $11.6M | - | $3.32M | 40.05% | -0.637% |
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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 - $1.36M, Dimensional US Core Equity Market ETF - $1.04M, Dimensional International Core Equity Market ETF - $770,415.98, Schwab U.S. TIPS ETF - $708,611.66, and Dimensional Emerging Core Equity Market ETF - $461,337.82. 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, CBIZ Inc - $22,558.07, iShares MSCI Emerging Markets ex China ETF - $21,343.17, Microsoft Corp - $15,892.64, and Lucid Group, Inc - $7,200. 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 $7.01M earned over time. The largest contributors to dividend income include Vanguard Total World Bond ETF - $1.35M, Dimensional US Core Equity Market ETF - $723,050.99, Schwab U.S. TIPS ETF - $698,483.59, Dimensional International Core Equity Market ETF - $546,836.02, and Dimensional U.S. Core Equity 2 ETF - $245,579.98. 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.
