BPN

Brent P. Nicks Portfolio

Invests via Strategic Planning Inc. | Managed by Strategic Planning Inc., Stanley R. Edgell

Invests via Strategic Planning Inc.

Managed by Strategic Planning Inc., Stanley R. Edgell

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:08 PM

Brent P. Nicks Profile

Brent P. Nicks is a seasoned operating executive with a notable career in the financial services sector, particularly focusing on enhancing corporate performance through strategic leadership. His extensive experience encompasses guiding organizations through transformational initiatives and fostering innovation to drive growth. Nicks has played pivotal roles in elevating business operations within diverse markets, building strong teams to support organizational objectives. Renowned for his ability to streamline processes and cultivate relationships with key stakeholders, he remains influential within industry circles. With an educational background emphasizing business management, his insights continue to shape effective operational strategies that resonate throughout the finance landscape.

Investment Philosophy & Strategy

Opportunities in the financial sector often pivot on operational excellence and strategic foresight. Brent P. Nicks leverages his extensive background to identify areas ripe for innovation and performance enhancement. With a proven track record of driving transformational projects, he places emphasis on cultivating agile organizational frameworks that adapt to market dynamics. His leadership style is characterized by collaboration and stakeholder engagement, enabling efficient execution of growth initiatives. By prioritizing process optimization, he ensures sustained progress within competitive landscapes while fostering robust team development across various functions.

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:

21.12%

Gain +0.27%

Monthly

1.34%

Yearly

17.31%

Drawdown

12.38%

$218.47M

Equity

Holdings

$218.47M

Investment

$177.13M

$40.91M

Profit +$625,004.01

Realized

-$420,106.34

Unrealized

$41.33M

Dividends

$5.35M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.27%

Profit

$625,004.01

Win %

70%

This Week

Compared To Last Week

Gain

0.26%

Profit

$570,828.32

Win %

70%

This Month

Compared to last month

Gain

-1.31%

Profit

-$2.9M

Win %

70%

This Year

Compared to last year

Gain

13.04%

Profit

$25.21M

Win %

70%

Gainers
Losers

GEV GE Vernova Inc.

+3.65%

+$33,007.46

GWRE GUIDEWIRE SOFTWARE INC

+3.42%

+$11,674.34

CMG Chipotle Mexican Grill, Inc.

+3.14%

+$76,053.88

DD DuPont de Nemours Inc.

+3.02%

+$5,917.53

USFD US Foods Holding Corp

+2.29%

+$20,300.17

HPQ HP Inc.

+2.23%

+$8,622.9

GIS General Mills, Inc.

+2.01%

+$37,096.04

TSLA Tesla, Inc.

+1.88%

+$17,779.37

HBAN Huntington Bancshares Incorporated

+1.86%

+$62,697.92

D Dominion Energy, Inc.

+1.81%

+$94,747.95

PNC The PNC Financial Services Group, Inc.

+1.58%

+$127,271.79

EXC Exelon Corporation

+1.54%

+$34,717.9

CVS CVS Health Corporation

+1.49%

+$216,913.5

C Citigroup Inc.

+1.27%

+$3,939.23

OTIS Otis Worldwide Corporation

+0.89%

+$2,084.37

FTNT Fortinet Inc.

+0.88%

+$55,626.09

PG Procter & Gamble Co

+0.85%

+$24,005.64

GE General Electric Company

+0.81%

+$11,107.76

MO Altria Group, Inc.

+0.72%

+$41,238.62

COST Costco Wholesale Corporation

+0.72%

+$5,298.42

AEE Ameren Corporation

+0.71%

+$32,976.02

KHC The Kraft Heinz Company

+0.7%

+$46,657.18

BRK-B Berkshire Hathaway Inc.

+0.69%

+$2,576.16

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.64%

+$30,821.94

DOW Dow Inc.

+0.61%

+$205,700.69

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$2,996.77

VGT Vanguard Information Technology ETF

+0.6%

+$1,562.4

AEP American Electric Power Company, Inc.

+0.59%

+$4,413.32

SPY SPDR S&P 500 ETF Trust

+0.57%

+$26,522.04

VV Vanguard Large-Cap Index Fund ETF Shares

+0.49%

+$1,767.15

GOOG Alphabet Inc

+0.46%

+$31,781.56

WMT Walmart Inc.

+0.45%

+$3,046.01

GD General Dynamics Corporation

+0.35%

+$1,464.88

XOM Exxon Mobil Corporation

+0.29%

+$11,943.49

CARR Carrier Global Corporation

+0.24%

+$1,283.5

NVDA NVIDIA Corporation

+0.18%

+$30,176.46

MSFT Microsoft Corp.

+0.13%

+$911.04

CTA-PA EIDP, Inc.

HI Hillenbrand Inc.

JCI

TRX

NKE Nike, Inc. - Class B

-2.33%

-$76,906.25

AAPL Apple Inc.

-1.52%

-$362,511

AMZN Amazon.com Inc

-1.21%

-$184,650.9

UPS United Parcel Service, Inc.

-0.52%

-$26,605.85

ARMK Aramark

-0.49%

-$2,063.61

BWA BorgWarner Inc.

-0.44%

-$1,693.23

MCK McKesson Corporation

-0.36%

-$736.4

SIEGY Siemens Aktiengesellschaft Sponsored ADR

-0.26%

-$1,045.59

META Meta Platforms Inc Class A

-0.23%

-$656.49

F-PD Ford Motor Company 6.500% Notes

-0.23%

-$41,978.2

NVO Novo Nordisk A/S Sponsored ADR

-0.16%

-$4,945.71

Events

Dividends

Dividend Analysis

No Data

Trades 202	Longs Won 117/202 57%	Profit Factor 5.1
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.01M
Average Win $434,930.31	Best Trade (Jun 12) $7.9M	Sharpe Ratio -192.8
Average Loss -$117,358.04	Worst Trade (Jun 10) -$1.73M	Z-Score 2.61 (99.09%)
Commissions $0	Avg. Trade Length 8m 4d	Expectancy $202,531.75

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	1,862	1,676	1,490	1,304	1,117	931	745	559	372	186