James J. Karabas Portfolio
Invests via Embree Financial Group | Managed by James J. Karabas, Andrew Nigh, Paul M. Embree
Invests via Embree Financial Group
Managed by James J. Karabas, Andrew Nigh, Paul M. Embree
Automatically Tracked
James J. Karabas Profile
Senior investor and corporate finance executive with multi-decade experience in value investing, distressed-asset restructurings and board-level advisory. James J. Karabas has led portfolio management and M&A initiatives across private equity and credit strategies, advising companies on capital structure and operational turnarounds. Known for deploying patient capital, liaising with institutional LPs and driving strategic exits. Holds an advanced business degree.
Senior investor and corporate finance executive with multi-decade experience in value investing, distressed-asset restructurings and board-level advisory. James J. Karabas has led portfolio management and M&A initiatives across private equity and credit strategies, advising companies on capital structure and operational turnarounds. Known for deploying patient capital, liaising with institutional LPs and driving strategic exits. Holds an advanced business degree.
Investment Philosophy & Strategy
Leverages deep experience in value and distressed-asset investing to deploy patient, event-driven capital aimed at capital structure arbitrage and turnaround value creation. Prioritizes rigorous credit and operational underwriting, active board-level governance, and disciplined downside protection through covenants,-secured claims and restructuring playbooks. Prefers concentrated, mid-market opportunities where strategic operational fixes and M&A optionality create asymmetric returns over multi-year horizons. Maintains LP-aligned reporting, exit-focused planning and a conservative leverage tolerance.
Leverages deep experience in value and distressed-asset investing to deploy patient, event-driven capital aimed at capital structure arbitrage and turnaround value creation. Prioritizes rigorous credit and operational underwriting, active board-level governance, and disciplined downside protection through covenants,-secured claims and restructuring playbooks. Prefers concentrated, mid-market opportunities where strategic operational fixes and M&A optionality create asymmetric returns over multi-year horizons. Maintains LP-aligned reporting, exit-focused planning and a conservative leverage tolerance.
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:
59.38%
Gain +0.53%
Monthly
1.54%
Yearly
20.17%
Drawdown
18.82%
$963.92M
Equity
Holdings
$963.92M
Investment
$731.32M
$276.63M
Profit +$3.67M
Realized
$28.08M
Unrealized
$248.55M
Dividends
$25.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.53%
Profit
$3.67M
Win %
78%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$383,697.8
Win %
78%
This Month
Compared to last month
Gain
1.17%
Profit
$11.16M
Win %
78%
This Year
Compared to last year
Gain
13.55%
Profit
$115M
Win %
78%
AAPL Apple Inc.
+4.01%
+$1.81M 
GOOGL Alphabet Inc
+3.17%
+$802,430.37 
BMY Bristol-Myers Squibb Company
+3.11%
+$11,827.14 
META Meta Platforms Inc Class A
+3.07%
+$54,404.74 
MSFT Microsoft Corp.
+2.78%
+$614,116.37 
WFC Wells Fargo & Company
+2.62%
+$9,758.48 
ISRG Intuitive Surgical, Inc.
+2.5%
+$4,820.23 
PFE Pfizer Inc.
+2.35%
+$7,289.73 
MRK Merck & Co., Inc.
+2.34%
+$19,484.55 
GE General Electric Company
+1.87%
+$5,454.87 
ICE Intercontinental Exchange, Inc.
+1.62%
+$11,769.94 
BAC Bank of America Corporation
+1.6%
+$104,628.08 
AVGO Broadcom Inc.
+1.33%
+$21,026.43 
RTX RTX Corporation
+1.29%
+$27,222.5 
SPGI S&P Global Inc.
+1.28%
+$6,305.64 
C Citigroup Inc.
+1.22%
+$11,087.28 
HD The Home Depot, Inc.
+1.1%
+$5,897.82 
MGK Vanguard Mega Cap Growth ETF
+0.99%
+$6,463.6 
BSX Boston Scientific Corporation
+0.96%
+$1,904.04 
DE Deere & Company
+0.87%
+$33,883.47 
VZ Verizon Communications Inc.
+0.85%
+$1,519.92 
IBB iShares Biotechnology ETF
+0.65%
+$1,458.78 
CME CME Group Inc.
+0.64%
+$59,773.04 
EFG iShares MSCI EAFE Growth ETF
+0.63%
+$11,666.27 
SCHD Schwab U.S. Dividend Equity ETF
+0.43%
+$8,801.94 
IVV iShares Core S&P 500 ETF
+0.43%
+$85,353.54 
VOO Vanguard S&P 500 ETF
+0.39%
+$38,397.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$1,235.85 
CNEQ Alger Concentrated Equity ETF
+0.38%
+$6,220.2 
NVDA NVIDIA Corporation
+0.33%
+$68,918.5 
SPG Simon Property Group, Inc.
+0.33%
+$1,255.6 
PANW Palo Alto Networks, Inc.
+0.32%
+$1,533.4 
IGEB iShares Investment Grade Corporate Bond ETF
+0.27%
+$577.2 
DRI Darden Restaurants, Inc.
+0.16%
+$538.22 
EMR Emerson Electric Co.
+0.12%
+$352.49 
GLD SPDR Gold Shares
+0.05%
+$679.03 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$1,071.6 
UNP Union Pacific Corporation
+0.02%
+$113.3 
QQQ Invesco QQQ Trust, Series 1
0%
+$2,025.06 
XMAG Defiance Le Cap Ex-MAG 7 ETF
0%
+$6.54 
GEME Pacific Global Emerging Markets Equity ETF
0%
+$44.43 
VTWG Vanguard Russell 2000 Growth ETF
0%
+$4.91 
ABT Abbott Laboratories
0%
$0 
ACN Accenture plc Class A
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMZN Amazon.com Inc
0%
-$0.55 
ASCE Allspring SMID Core ETF
0%
$0 
AVIV Avantis International Large Cap Value ETF
0%
$0 
AXP American Express Company
0%
$0 
BA Boeing Company
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BALI iShares Adaptive Large Cap ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BITB Bitwise Bitcoin ETF
0%
+$0.05 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BLK BlackRock, Inc.
0%
+$0.33 
BNDX Vanguard Total International Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
BXSL Blackstone Secured Lending Fund
0%
$0 
CAT Caterpillar Inc.
0%
-$0.03 
CBOE Cboe Global Markets Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
+$0.02 
CIM Chimera Investment Corporation
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
0%
$0 
CVX Chevron Corporation
0%
$0 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
-$0.63 
ED Consolidated Edison, Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EOSE Eos Energy Enterprises Inc.
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EWJ iShares MSCI Japan ETF
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
FMUN Fidelity System Municipal Bond ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTPA Franklin Pennsylvania Municipal Income ETF
0%
$0 
FWD AB Disruptors ETF
0%
$0 
GBTC Grayscale Bitcoin Trust ETF
0%
+$0.01 
GD General Dynamics Corporation
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HEI Heico Corporation
0%
+$0.04 
HON Honeywell International Inc.
0%
+$0.01 
HWM Howmet Aerospace Inc.
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IDEQ Lazard International Dynamic Equity ETF
0%
$0 
IDMO Invesco S&P International Developed Momentum ETF
0%
$0 
IDVO Amplify CWP International Enhanced Dividend Income ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGM iShares Expanded Tech Sector ETF
0%
+$0.01 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
0%
+$0.07 
IVOO Vanguard S&P Mid-Cap 400 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWB iShares Russell 1000 ETF
0%
-$0.01 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWN iShares Russell 2000 Value ETF
0%
-$0.03 
IWO iShares Russell 2000 Growth ETF
0%
+$0.01 
IWV ISHARES RUSSELL 3000 ETF
0%
-$0.43 
IXUS iShares Core International Stock ETF
0%
$0 
IYR iShares U.S. Real Estate ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LFUS Littelfuse Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.01 
LRCX Lam Research Corporation
0%
-$0.01 
MA Mastercard Incorporated
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MBS Angel Oak Mortgage-Backed Securities ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MGC Vanguard Mega Cap ETF
0%
$0 
MLPX Global X MLP & Energy Infrastructure ETF
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MS Morgan Stanley
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
OSEA Harbor International Compounders ETF
0%
$0 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PCT PureCycle Technologies, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QLTA iShares AAA - A Rated Corporate Bond ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
-$0.09 
QXO Qxo Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RYAN Ryan Specialty Holdings Inc.
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHC Schwab International Small-Cap Equity ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
+$0.06 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
-$0.01 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHY Schwab International Dividend Equity ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SCIO First Trust Structured Credit Income Opportunities ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
+$0.01 
SHLD Global X Defense Tech ETF
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SPY SPDR S&P 500 ETF Trust
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
SYK Stryker Corporation
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
THRO iShares U.S. Thematic Rotation Active ETF
0%
-$0.34 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
-$0.01 
TPR Tapestry Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.01 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
+$0.02 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
-$0.05 
VPLS Vanguard Core-Plus Bond ETF
0%
-$1.9 
VT Vanguard Total World Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTHR Vanguard Russell 3000 ETF
0%
+$1.06 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VXF Vanguard Extended Market ETF
0%
-$0.02 
VYM Vanguard High Dividend Yield ETF
0%
+$0.46 
WMT Walmart Inc.
0%
$0 
XAGG
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
+$0.24 
XPO XPO Inc.
0%
$0 
XT iShares Future Exponential Technologies ETF
0%
$0 
PGR Progressive Corporation
-9.43%
-$26,999.04 
ANET Arista Networks, Inc.
-5.83%
-$24,250.07 
ORLY O'Reilly Automotive Inc.
-3.52%
-$7,788.58 
EXC Exelon Corporation
-2.52%
-$5,352.48 
SHOP Shopify Inc.
-1.7%
-$4,451.7 
LIN Linde plc
-1.61%
-$5,562.56 
MCD McDonald's Corporation
-1.48%
-$27,550.95 
FIG Figma Inc. Class A Common Stock
-1.47%
-$24,702.3 
CMI Cummins Inc.
-1.39%
-$4,394.46 
CSX CSX Corporation
-0.98%
-$10,639.37 
APH Amphenol Corporation
-0.84%
-$3,632.23 
KO The Coca-Cola Company
-0.76%
-$6,427.28 
HSY The Hershey Company
-0.69%
-$1,407.78 
UPS United Parcel Service, Inc.
-0.64%
-$1,714.77 
VO Vanguard Mid-Cap ETF
-0.48%
-$1,556.88 
TSLA Tesla, Inc.
-0.43%
-$5,060.21 
XOM Exxon Mobil Corporation
-0.4%
-$18,648.03 
ABBV AbbVie Inc.
-0.27%
-$13,317.59 
V Visa Inc. Class A
-0.25%
-$1,563.74 
NOW ServiceNow, Inc.
-0.11%
-$271.92 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.09%
-$1,209.5 
TELA Tela Bio Inc.
-0.07%
-$59.09 
PEP PepsiCo, Inc.
-0.04%
-$202.55 Events
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Dividends
Dividend Analysis
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| Trades 1927 | Longs Won 1465/1927 76% | Profit Factor 25.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $196,473.98 | Best Trade (Jul 16) $28.24M | Sharpe Ratio -8.66 |
| Average Loss -$24,247.85 | Worst Trade (Jul 16) -$746,850.03 | Z-Score 20.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $143,555.72 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
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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Option values are updated at end of day.
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