SBC
Steven B. Crockett Portfolio
Invests via SOUTH PLAINS FINANCIAL Inc. | Managed by Steven B. Crockett
Invests via SOUTH PLAINS FINANCIAL Inc.
Managed by Steven B. Crockett
Automatically Tracked
Steven B. Crockett Profile
With a distinguished career in real estate investment, Steven B. Crockett has significantly influenced the development of commercial properties across several markets. His experience encompasses overseeing large-scale projects and forging strategic partnerships that drive value creation in both urban and suburban settings. Leveraging his extensive network, he identifies innovative opportunities while maintaining an eye on evolving market trends. As a leader known for fostering collaboration among diverse stakeholders, Crockett plays a pivotal role in shaping property strategies that resonate with today’s investors and tenants alike.
With a distinguished career in real estate investment, Steven B. Crockett has significantly influenced the development of commercial properties across several markets. His experience encompasses overseeing large-scale projects and forging strategic partnerships that drive value creation in both urban and suburban settings. Leveraging his extensive network, he identifies innovative opportunities while maintaining an eye on evolving market trends. As a leader known for fostering collaboration among diverse stakeholders, Crockett plays a pivotal role in shaping property strategies that resonate with today’s investors and tenants alike.
Investment Philosophy & Strategy
Opportunities within the real estate sector can be transformative, particularly for someone with Steven B. Crockett's expansive background in commercial property development. Drawing from his extensive leadership experience, he prioritizes building synergies that elevate project outcomes while adapting to dynamic market conditions. His approach intertwines collaboration with a commitment to innovation, positioning investments not only as financial assets but as integral components of thriving communities. By keenly observing market evolutions and utilizing strategic partnerships, he consistently uncovers potential pathways for value enhancement in diverse real estate environments.
Opportunities within the real estate sector can be transformative, particularly for someone with Steven B. Crockett's expansive background in commercial property development. Drawing from his extensive leadership experience, he prioritizes building synergies that elevate project outcomes while adapting to dynamic market conditions. His approach intertwines collaboration with a commitment to innovation, positioning investments not only as financial assets but as integral components of thriving communities. By keenly observing market evolutions and utilizing strategic partnerships, he consistently uncovers potential pathways for value enhancement in diverse real estate environments.
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:
32.07%
Gain +0.01%
Monthly
1.45%
Yearly
18.92%
Drawdown
15.42%
$196M
Equity
Holdings
$196M
Investment
$155.78M
$40.83M
Profit +$13,767.92
Realized
$616,104.38
Unrealized
$40.21M
Dividends
$4.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.01%
Profit
$13,767.92
Win %
75%
This Week
Compared To Last Week
Gain
0.01%
Profit
$13,767.92
Win %
75%
This Month
Compared to last month
Gain
3.4%
Profit
$6.44M
Win %
75%
This Year
Compared to last year
Gain
14.03%
Profit
$24.12M
Win %
73%
MCHP Microchip Technology Incorporated
+13.89%
+$30,680.1 
PLTR Palantir Technologies Inc.
+10.32%
+$36,669.1 
UBER Uber Technologies, Inc.
+6.46%
+$36,823.13 
GLW Corning Incorporated
+5.41%
+$3,170.5 
QCOM QUALCOMM Incorporated
+4.66%
+$11,003.31 
MRVL Marvell Technology, Inc.
+3.88%
+$71,239.71 
NXPI NXP Semiconductors N.V.
+3.42%
+$380.64 
BKNG Booking Holdings Inc.
+3.39%
+$26,186.75 
ADI Analog Devices, Inc.
+3.35%
+$441.7 
CRM Salesforce Inc
+3.2%
+$28,936.64 
SLV iShares Silver Trust
+2.95%
+$770.55 
TSLA Tesla, Inc.
+2.83%
+$39,132.16 
BX Blackstone Inc.
+2.76%
+$13,715.36 
MAS Masco Corporation
+2.7%
+$693.6 
ORCL Oracle Corporation
+2.47%
+$12,762.26 
SNPS Synopsys, Inc.
+2.47%
+$190.19 
VBK Vanguard Small-Cap Growth ETF
+2.41%
+$416.5 
TMO Thermo Fisher Scientific Inc.
+2.41%
+$35,047.81 
DHR Danaher Corporation
+2.39%
+$7,557.16 
HON Honeywell International Inc.
+2.27%
+$16,987.08 
NVDA NVIDIA Corporation
+2.27%
+$154,323.47 
IAU iShares Gold Trust
+2.27%
+$2,485.13 
LOW Lowe's Companies Inc.
+2.27%
+$1,945.36 
GLD SPDR Gold Shares
+2.26%
+$519.2 
CPRT Copart Inc.
+2.24%
+$52 
AMAT Applied Materials, Inc.
+2.21%
+$10,843.83 
GPC Genuine Parts Company
+2.14%
+$2,201.01 
PFE Pfizer Inc.
+2.14%
+$7,978.32 
FCX Freeport-McMoRan Inc.
+2.11%
+$4,648.32 
HAS Hasbro Inc.
+2%
+$323.91 
WSM Williams-Sonoma, Inc.
+1.98%
+$254.28 
ADBE Adobe Inc.
+1.91%
+$7,494.76 
FV First Trust Dorsey Wright Focus 5 ETF
+1.9%
+$1,003.05 
LRCX Lam Research Corporation
+1.82%
+$4,229.66 
GILD Gilead Sciences Inc.
+1.8%
+$110.45 
TGT Target Corporation
+1.78%
+$678.58 
HD The Home Depot, Inc.
+1.75%
+$14,408.22 
SHW The Sherwin-Williams Company
+1.74%
+$75.72 
AVGO Broadcom Inc.
+1.71%
+$69,376.31 
IBM International Business Machines Corporation
+1.65%
+$10,710.73 
HPE Hewlett Packard Enterprise Company
+1.51%
+$203.03 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.49%
+$2,147.2 
MDT Medtronic plc
+1.44%
+$2,884.24 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$1,409.76 
FTV Fortive Corporation
+1.38%
+$3,653.16 
TSCO Tractor Supply Company
+1.38%
+$3,715.35 
NVS Novartis AG Sponsored ADR
+1.37%
+$627.52 
MDY SPDR S&P MidCap 400 ETF Trust
+1.37%
+$2,857.81 
INGR Ingredion Inc.
+1.36%
+$1,498 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$100,469.2 
GD General Dynamics Corporation
+1.33%
+$18,514.09 
XLB Materials Select Sector SPDR Fund
+1.32%
+$3,107.76 
PANW Palo Alto Networks, Inc.
+1.22%
+$20,967.26 
MS Morgan Stanley
+1.21%
+$20,072.4 
APD Air Products and Chemicals, Inc.
+1.17%
+$341.44 
IWM iShares Russell 2000 ETF
+1.11%
+$6,845.08 
EFA iShares MSCI EAFE ETF
+1.11%
+$38,500.07 
HBAN Huntington Bancshares Incorporated
+1.09%
+$329.65 
HCA HCA Healthcare Inc.
+1.09%
+$67.05 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$173,726.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.07%
+$18,813.41 
INTU Intuit Inc.
+1.04%
+$40.08 
DE Deere & Company
+0.97%
+$11,800.28 
DFAS Dimensional U.S. Small Cap ETF
+0.93%
+$9,519.51 
CCI Crown Castle Inc.
+0.89%
+$432.15 
IWF iShares Russell 1000 Growth ETF
+0.89%
+$6,727.6 
ABBV AbbVie Inc.
+0.89%
+$14,113.63 
MO Altria Group, Inc.
+0.89%
+$1,324.2 
C Citigroup Inc.
+0.88%
+$250.16 
JNJ Johnson & Johnson
+0.88%
+$16,784.87 
LMT Lockheed Martin Corporation
+0.87%
+$2,499.01 
EMR Emerson Electric Co.
+0.86%
+$1,953.44 
FDX FedEx Corporation
+0.85%
+$40.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.85%
+$18,826.14 
IEUR iShares Core MSCI Europe ETF
+0.84%
+$5,559.45 
IEMG iShares Core MSCI Emerging Markets ETF
+0.82%
+$46,835.75 
AMZN Amazon.com Inc
+0.81%
+$43,662.96 
PM Philip Morris International Inc.
+0.81%
+$469.68 
AMT American Tower Corporation
+0.78%
+$1,716.53 
UNH UnitedHealth Group Incorporated
+0.77%
+$205.26 
DUK Duke Energy Corporation
+0.77%
+$3,555.85 
CMCSA Comcast Corp
+0.76%
+$634.79 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$19,598.92 
XLV Health Care Select Sector SPDR Fund
+0.75%
+$1,475.99 
GM General Motors Company
+0.74%
+$788.48 
PLD Prologis Inc.
+0.73%
+$4,349.28 
COP ConocoPhillips
+0.73%
+$4,374.1 
SPGI S&P Global Inc.
+0.73%
+$29.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.7%
+$13,231.48 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$1,191.39 
GS The Goldman Sachs Group, Inc.
+0.68%
+$2,847.16 
NOC Northrop Grumman Corporation
+0.68%
+$3,598.11 
VO Vanguard Mid-Cap ETF
+0.67%
+$17,091.8 
AVEM Avantis Emerging Markets Equity ETF
+0.66%
+$4,997.4 
CATH Global X S&P 500 Catholic Values ETF
+0.65%
+$6,268.5 
DLR Digital Realty Trust, Inc.
+0.64%
+$374.48 
BLK BlackRock, Inc.
+0.63%
+$8,734.83 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$6,739.81 
NFLX Netflix, Inc.
+0.61%
+$2,567.25 
ECL Ecolab Inc.
+0.6%
+$2,633.43 
IVV iShares Core S&P 500 ETF
+0.6%
+$32,816.26 
TEL TE Connectivity plc
+0.58%
+$2,995 
XLU Utilities Select Sector SPDR Fund
+0.53%
+$1,010.16 
DVY iShares Select Dividend ETF
+0.52%
+$1,501.91 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.51%
+$71.19 
IVE ISHARES S&P 500 VALUE ETF
+0.49%
+$8,138.56 
SYK Stryker Corporation
+0.47%
+$3,310.42 
IYZ iShares U.S. Telecommunications ETF
+0.46%
+$43 
CSCO Cisco Systems, Inc.
+0.46%
+$5,868.5 
CTAS Cintas Corporation
+0.45%
+$21.6 
PSA Public Storage Common Stock
+0.43%
+$3,413.18 
VTV Vanguard Value ETF
+0.42%
+$1,285.92 
PEP PepsiCo, Inc.
+0.42%
+$5,645.76 
DGRO iShares Core Dividend Growth ETF
+0.4%
+$1,710.4 
SNA Snap-on Inc.
+0.4%
+$68.47 
SBUX Starbucks Corporation
+0.4%
+$816.06 
VNQ Vanguard Real Estate ETF
+0.4%
+$7,043.38 
PH Parker-Hannifin Corporation
+0.38%
+$211.64 
AEP American Electric Power Company, Inc.
+0.37%
+$697.01 
META Meta Platforms Inc Class A
+0.37%
+$6,225.88 
STLD Steel Dynamics Inc.
+0.37%
+$97 
ICE Intercontinental Exchange, Inc.
+0.37%
+$2,837.45 
VIG Vanguard Dividend Appreciation ETF
+0.35%
+$2,456.16 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.35%
+$2,097.98 
JPM JPMorgan Chase & Co.
+0.34%
+$9,028 
AAPL Apple Inc.
+0.29%
+$25,286.2 
BAC Bank of America Corporation
+0.27%
+$3,561.16 
MUB iShares National Muni Bond ETF
+0.27%
+$1,076.6 
CDNS Cadence Design Systems, Inc.
+0.24%
+$2,787.93 
KO The Coca-Cola Company
+0.23%
+$42.6 
FITB Fifth Third Bancorp
+0.23%
+$86.45 
XLI Industrial Select Sector SPDR Fund
+0.23%
+$302.4 
DIS The Walt Disney Company
+0.22%
+$1,296.97 
AZN AstraZeneca PLC American Depositary Shares
+0.22%
+$65.8 
SPHY SPDR Portfolio High Yield Bond ETF
+0.21%
+$49.8 
HDV iShares Core High Dividend ETF
+0.21%
+$841.5 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$5,633.1 
USB U.S. Bancorp
+0.2%
+$232.05 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.2%
+$258 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.19%
+$390 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$3,350.82 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.19%
+$2,838.06 
GOVT iShares U.S. Treasury Bond ETF
+0.18%
+$340 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$2,177.36 
GVI iShares Intermediate Government Bond ETF
+0.17%
+$201.96 
MRK Merck & Co., Inc.
+0.16%
+$3,327.45 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.16%
+$1,304.52 
PREF Principal Spectrum Preferred Securities Active ETF
+0.16%
+$372.42 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$4,978.62 
VZ Verizon Communications Inc.
+0.15%
+$184.59 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.14%
+$39.91 
DOV Dover Corporation
+0.14%
+$8.41 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.13%
+$145.6 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.13%
+$684.64 
ETN Eaton Corporation plc
+0.11%
+$1,724.27 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$750.62 
NEE NextEra Energy, Inc.
+0.06%
+$359.9 
CMI Cummins Inc.
+0.04%
+$675.15 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$151.84 
MSFT Microsoft Corp.
+0.03%
+$1,943.63 
URI United Rentals, Inc.
+0.01%
+$96.45 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ZTS Zoetis Inc.
-5.97%
-$29,831.31 
LNG Cheniere Energy Inc.
-3.62%
-$2,417.12 
DOW Dow Inc.
-3.17%
-$15,096.96 
ALL Allstate Corporation
-2.95%
-$2,765.51 
ET Energy Transfer L.P.
-2.61%
-$1,500.12 
V Visa Inc. Class A
-2.15%
-$54,554.65 
SLB Schlumberger Limited
-1.96%
-$146.45 
HAL Halliburton Company
-1.91%
-$310 
ANET Arista Networks, Inc.
-1.9%
-$182.5 
WMB The Williams Companies, Inc.
-1.9%
-$1,870 
CAT Caterpillar Inc.
-1.72%
-$34,103.98 
MAR Marriott International Inc. - Class A
-1.6%
-$15,897.63 
RJF Raymond James Financial Inc.
-1.54%
-$99.72 
TMUS T-Mobile US, Inc.
-1.54%
-$5,926.96 
VLO Valero Energy Corporation
-1.54%
-$402.48 
JCI Johnson Controls International plc
-1.51%
-$145.08 
AIG American International Group Inc.
-1.49%
-$111.86 
BP BP p.l.c. Sponsored ADR
-1.42%
-$660 
CVX Chevron Corporation
-1.41%
-$19,819.41 
AMP Ameriprise Financial, Inc.
-1.4%
-$8,749.47 
AMD Advanced Micro Devices, Inc.
-1.21%
-$10,537.62 
GE General Electric Company
-1.19%
-$531.93 
PYPL PayPal Holdings Inc
-1.19%
-$5,190.81 
XOM Exxon Mobil Corporation
-1.16%
-$17,496.07 
EOG EOG Resources, Inc.
-1.07%
-$8,272.3 
FLEX Flex Ltd.
-1.06%
-$263.9 
CB Chubb Limited
-1.05%
-$6,257.04 
TRP TC Energy Corporation
-1.05%
-$363.14 
LHX L3Harris Technologies, Inc.
-0.99%
-$632.06 
GOOGL Alphabet Inc
-0.96%
-$67,537.4 
GOOG Alphabet Inc
-0.88%
-$7,701.75 
SPFI South Plains Financial Inc.
-0.87%
-$1,297.92 
PG Procter & Gamble Co
-0.8%
-$11,531.06 
EPD Enterprise Products Partners L.P.
-0.79%
-$1,252.5 
BNY BlackRock New York Municipal Income Trust
-0.76%
-$1,147.09 
UNP Union Pacific Corporation
-0.76%
-$5,593.5 
OXY-WT Occidental Petroleum Corporation
-0.67%
-$28.75 
MCD McDonald's Corporation
-0.64%
-$4,631.56 
ITT Itt Inc.
-0.6%
-$30.72 
WM Waste Management, Inc.
-0.58%
-$1,675.81 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$7,817.42 
LLY Eli Lilly and Company
-0.52%
-$4,560.35 
AXP American Express Company
-0.49%
-$1,196.53 
TFC Truist Financial Corporation
-0.46%
-$494.4 
TJX The TJX Companies, Inc.
-0.43%
-$325.5 
WFC Wells Fargo & Company
-0.39%
-$1,375.98 
CME CME Group Inc.
-0.25%
-$340.57 
SO The Southern Company
-0.23%
-$337.05 
MDLZ Mondelez International, Inc.
-0.22%
-$33.6 
MCK McKesson Corporation
-0.21%
-$27 
WMT Walmart Inc.
-0.2%
-$3,258.64 
PRU Prudential Financial, Inc.
-0.18%
-$266.86 
COST Costco Wholesale Corporation
-0.14%
-$1,048.05 
ABT Abbott Laboratories
-0.14%
-$605.25 
CHD Church & Dwight Co., Inc.
-0.12%
-$4.08 
RTX RTX Corporation
-0.1%
-$1,826.67 
PNC The PNC Financial Services Group, Inc.
-0.08%
-$1,020.15 
PAYX Paychex Inc.
-0.07%
-$248.85 
SYY Sysco Corporation
-0.07%
-$84.6 
DGX Quest Diagnostics Inc.
-0.06%
-$29.7 
CTVA Corteva Inc.
-0.04%
-$1.89 
PGR Progressive Corporation
-0.01%
-$0.6 Events
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Dividends
Dividend Analysis
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| Trades 984 | Longs Won 703/984 71% | Profit Factor 9.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $214,677.93 |
| Average Win $65,180.51 | Best Trade (Aug 09) $4.12M | Sharpe Ratio -10.47 |
| Average Loss -$17,815.92 | Worst Trade (Aug 10) -$525,584.57 | Z-Score 17.9 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $41,493.28 |
| 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 | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
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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 Steven B. Crockett?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $735,115.02, Applied Materials, Inc - $447,250.02, iShares Core MSCI Emerging Markets ETF - $311,404.17, Alphabet Inc - $245,856.1, and Johnson & Johnson - $224,154.17. 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: UnitedHealth Group Incorporated - $444,377.42, Adobe Inc - $340,780.65, Accenture plc Class A - $212,220.05, United Parcel Service, Inc - $40,097.12, and Target Corporation - $22,666.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven B. Crockett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.74M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $698,156.75, Vanguard Short-Term Treasury Fund - $197,506.81, iShares MSCI EAFE ETF - $156,816.96, iShares Core MSCI Emerging Markets ETF - $150,854.44, and Vanguard Intermediate-Term Treasury Fund - $117,280.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven B. Crockett's monthly returns?
Steven B. Crockett'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 Steven B. Crockett's strategy be considered aggressive or moderate?
Steven B. Crockett'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 Steven B. Crockett's strategy?
Steven B. Crockett's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
