EJL
Emery J. Levick Portfolio
Invests via US Asset Management LLC | Managed by Emery J. Levick, Christian Craig Zernich, Scott Timothy Dooley
Invests via US Asset Management LLC
Managed by Emery J. Levick, Christian Craig Zernich, Scott Timothy Dooley
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Emery J. Levick Profile
With a strong foundation in investment banking, Emery J. Levick has established himself as a prominent player in corporate finance and strategic advisory. He co-founded a boutique investment firm focused on helping mid-market companies navigate complex transactions, mergers, and capital raises. His extensive experience spans multiple sectors including technology and healthcare, where he has successfully facilitated significant partnerships and investments. Known for his analytical acumen, Levick provides invaluable insights that drive value creation for clients during critical growth phases. As an active contributor to the evolving landscape of finance, his expertise positions him as a vital asset within the capital markets ecosystem.
With a strong foundation in investment banking, Emery J. Levick has established himself as a prominent player in corporate finance and strategic advisory. He co-founded a boutique investment firm focused on helping mid-market companies navigate complex transactions, mergers, and capital raises. His extensive experience spans multiple sectors including technology and healthcare, where he has successfully facilitated significant partnerships and investments. Known for his analytical acumen, Levick provides invaluable insights that drive value creation for clients during critical growth phases. As an active contributor to the evolving landscape of finance, his expertise positions him as a vital asset within the capital markets ecosystem.
Investment Philosophy & Strategy
Emery J. Levick operates at the intersection of strategic advisory and corporate finance, leveraging his extensive investment banking background to capitalize on emerging opportunities. His focus centers on mid-market firms undergoing transformative growth phases, where adept navigation of complex capital structures is essential. Emphasizing a proactive approach to deal-making, he identifies partnerships that drive synergies within technology and healthcare sectors. Through incisive analysis and hands-on guidance, Levick empowers clients to enhance their competitive positioning while executing well-timed financial maneuvers. His ability to cultivate value through nuanced understanding distinguishes him as a leading figure in advisory circles.
Emery J. Levick operates at the intersection of strategic advisory and corporate finance, leveraging his extensive investment banking background to capitalize on emerging opportunities. His focus centers on mid-market firms undergoing transformative growth phases, where adept navigation of complex capital structures is essential. Emphasizing a proactive approach to deal-making, he identifies partnerships that drive synergies within technology and healthcare sectors. Through incisive analysis and hands-on guidance, Levick empowers clients to enhance their competitive positioning while executing well-timed financial maneuvers. His ability to cultivate value through nuanced understanding distinguishes him as a leading figure in advisory circles.
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:
50.76%
Gain -1.08%
Monthly
0.82%
Yearly
10.32%
Drawdown
15.66%
$102.06M
Equity
Holdings
$102.06M
Investment
$62.07M
$48.26M
Profit -$1.43M
Realized
$6.23M
Unrealized
$42.03M
Dividends
$5.02M
Goals
Avg. 98.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.08%
Profit
-$1.43M
Win %
77%
This Week
Compared To Last Week
Gain
-1.67%
Profit
-$1.74M
Win %
77%
This Month
Compared to last month
Gain
-1.95%
Profit
-$2.03M
Win %
77%
This Year
Compared to last year
Gain
4.86%
Profit
$5.1M
Win %
75%
INTC Intel Corporation
+6.48%
+$114,382.2 
SNDK SanDisk Corporation
+5.18%
+$90,800.46 
AMD Advanced Micro Devices, Inc.
+4.64%
+$125,954.46 
QCOM QUALCOMM Incorporated
+4.29%
+$22,863.72 
GEV GE Vernova Inc.
+3.66%
+$17,143.74 
CEG Constellation Energy Corporation
+2.84%
+$5,257 
NEM Newmont Corporation
+2.69%
+$10,883.48 
JPM JPMorgan Chase & Co.
+2.3%
+$72,286.64 
USB U.S. Bancorp
+2.27%
+$5,764 
AXP American Express Company
+2.18%
+$21,680.56 
SYK Stryker Corporation
+2.11%
+$12,047.9 
USD ProShares Ultra Semiconductors
+2.1%
+$29,544.48 
PM Philip Morris International Inc.
+2.02%
+$17,801.05 
TGT Target Corporation
+1.95%
+$7,371.06 
MLI Mueller Industries Inc.
+1.88%
+$6,183.71 
TSLA Tesla, Inc.
+1.83%
+$46,542.23 
UNP Union Pacific Corporation
+1.65%
+$9,211.3 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$7,993.39 
EXC Exelon Corporation
+1.57%
+$3,124.55 
LIN Linde plc
+1.57%
+$24,331.08 
BLK BlackRock, Inc.
+1.56%
+$8,167.86 
BAC Bank of America Corporation
+1.51%
+$26,411.88 
CVS CVS Health Corporation
+1.47%
+$6,275.2 
CAT Caterpillar Inc.
+1.43%
+$37,068.99 
OMC Omnicom Group Inc.
+1.4%
+$4,806.04 
PAYX Paychex Inc.
+1.4%
+$11,502.25 
FISV Fiserv, Inc.
+1.38%
+$3,914.98 
ADI Analog Devices, Inc.
+1.36%
+$35,316.08 
TXN Texas Instruments Inc
+1.33%
+$22,929.62 
APD Air Products and Chemicals, Inc.
+1.26%
+$8,288 
C Citigroup Inc.
+1.25%
+$13,140.67 
ITW Illinois Tool Works Inc.
+1.17%
+$5,825.03 
PEG Public Service Enterprise Group Incorporated
+1.16%
+$4,127.76 
PLD Prologis Inc.
+1.04%
+$7,061.05 
PNW Pinnacle West Capital Corporation
+1.02%
+$3,374.8 
GL Globe Life Inc.
+0.99%
+$11,224.16 
PPG PPG Industries Inc.
+0.93%
+$2,739 
PG Procter & Gamble Co
+0.84%
+$2,295.24 
SRE Sempra
+0.82%
+$3,346.5 
BKNG Booking Holdings Inc.
+0.81%
+$1,862 
CVX Chevron Corporation
+0.75%
+$7,232.17 
HD The Home Depot, Inc.
+0.72%
+$8,577.43 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$3,359.66 
EMR Emerson Electric Co.
+0.68%
+$2,310.54 
ROP Roper Technologies Inc.
+0.68%
+$2,904.11 
YUM Yum! Brands, Inc.
+0.65%
+$2,143 
APA APA Corporation
+0.61%
+$1,863.46 
FTV Fortive Corporation
+0.54%
+$1,455.68 
HON Honeywell International Inc.
+0.53%
+$4,836.9 
WMT Walmart Inc.
+0.43%
+$3,379.46 
GD General Dynamics Corporation
+0.34%
+$2,552.26 
MRSH Marsh & McLennan Companies, Inc.
+0.33%
+$3,718.07 
TDY Teledyne Technologies Incorporated
+0.33%
+$1,031.26 
AMGN Amgen Inc.
+0.3%
+$2,337.15 
WM Waste Management, Inc.
+0.3%
+$596.65 
XOM Exxon Mobil Corporation
+0.28%
+$2,162.26 
ADP Automatic Data Processing Inc.
+0.22%
+$2,418 
NVDA NVIDIA Corporation
+0.13%
+$13,487.5 
PFE Pfizer Inc.
+0.12%
+$370.62 
ILPT Industrial Logistics Properties Trust
+0.11%
+$226.06 
KO The Coca-Cola Company
+0.09%
+$273.52 
MSFT Microsoft Corp.
+0.09%
+$5,418.43 
CB Chubb Limited
+0.07%
+$169.93 
ENB Enbridge Inc.
+0.07%
+$248.72 
TJX The TJX Companies, Inc.
+0.04%
+$163.17 
MCD McDonald's Corporation
+0.01%
+$114.67 
00206R102
0%
$0 
00287Y109
0%
$0 
02079K107
0%
$0 
02079K305
0%
$0 
03027X100
0%
$0 
03076C106
0%
$0 
03820C105
0%
$0 
04621X108
0%
$0 
17275R102
0%
$0 
20030N101
0%
$0 
20825C104
0%
$0 
38141G104
0%
$0 
55261F104
0%
$0 
57636Q104
0%
$0 
58933Y105
0%
$0 
68389X105
0%
$0 
74144T108
0%
$0 
91324P102
0%
$0 
92826C839
0%
$0 
ABC AmerisourceBergen Corporation
0%
$0 
G0176J109
0%
$0 
G1151C101
0%
$0 
G29183103
0%
$0 
G5960L103
0%
$0 
JCI
0%
$0 
L
0%
$0 
NWS
0%
$0 
PKI PerkinElmer, Inc.
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$50,198.11 
PLTR Palantir Technologies Inc.
-2.37%
-$7,033.9 
NKE Nike, Inc. - Class B
-2.33%
-$4,815 
ABT Abbott Laboratories
-1.71%
-$5,633.46 
AAPL Apple Inc.
-1.54%
-$167,162.93 
NVR NVR, Inc.
-1.53%
-$11,694.39 
CLX The Clorox Company
-1.52%
-$3,143.9 
TMO Thermo Fisher Scientific Inc.
-1.35%
-$4,352.77 
AMZN Amazon.com Inc
-1.23%
-$64,060.85 
BA Boeing Company
-1.16%
-$3,145.68 
NFLX Netflix, Inc.
-1.15%
-$10,718.84 
AVGO Broadcom Inc.
-0.96%
-$33,494.06 
IBM International Business Machines Corporation
-0.94%
-$5,672.1 
BDX Becton, Dickinson and Company
-0.77%
-$1,777.51 
MDLZ Mondelez International, Inc.
-0.62%
-$2,524.47 
DOV Dover Corporation
-0.49%
-$2,713.62 
DHR Danaher Corporation
-0.38%
-$3,365.72 
RTX RTX Corporation
-0.36%
-$1,609.76 
DIS The Walt Disney Company
-0.31%
-$2,469.78 
META Meta Platforms Inc Class A
-0.3%
-$8,066.9 
GILD Gilead Sciences Inc.
-0.25%
-$1,514.66 
LOW Lowe's Companies Inc.
-0.1%
-$254.1 
VRTX Vertex Pharmaceuticals Incorporated
-0.02%
-$37.8 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2023 | Longs Won 1159/2023 57% | Profit Factor 8.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $260,948.15 |
| Average Win $46,949.81 | Best Trade (Jun 13) $8.62M | Sharpe Ratio -11.87 |
| Average Loss -$7,131.7 | Worst Trade (Jun 13) -$550,838.39 | Z-Score -3.48 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 6d | Expectancy $23,856.72 |
| 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% | 0.05% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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