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:
66.55%
Gain +1.21%
Monthly
1.03%
Yearly
13.12%
Drawdown
18.67%
$107.65M
Equity
Holdings
$107.65M
Investment
$61.32M
$52.85M
Profit +$1.33M
Realized
$6.53M
Unrealized
$46.32M
Dividends
$5.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.21%
Profit
$1.33M
Win %
75%
This Week
Compared To Last Week
Gain
3.7%
Profit
$3.84M
Win %
75%
This Month
Compared to last month
Gain
3.7%
Profit
$3.84M
Win %
75%
This Year
Compared to last year
Gain
19.26%
Profit
$17.38M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$775,611.55 
META Meta Platforms Inc Class A
+3.28%
+$82,441.8 
MSFT Microsoft Corp.
+3.02%
+$223,626.62 
NVDA NVIDIA Corporation
+2.93%
+$296,206.61 
APA APA Corporation
+2.73%
+$8,199.18 
CVX Chevron Corporation
+2.35%
+$23,517.56 
JCI Johnson Controls International plc
+1.93%
+$5,582.24 
ILPT Industrial Logistics Properties Trust
+1.65%
+$3,164.84 
USD ProShares Ultra Semiconductors
+1.44%
+$16,381.12 
FTV Fortive Corporation
+1.25%
+$3,320.77 
ITW Illinois Tool Works Inc.
+1.15%
+$6,363.5 
TDY Teledyne Technologies Incorporated
+0.98%
+$3,246.13 
ADP Automatic Data Processing Inc.
+0.98%
+$12,525.19 
UNP Union Pacific Corporation
+0.92%
+$5,564.3 
IBM International Business Machines Corporation
+0.86%
+$4,182.86 
GEV GE Vernova Inc.
+0.85%
+$4,296.27 
MCD McDonald's Corporation
+0.82%
+$6,305.23 
EMR Emerson Electric Co.
+0.79%
+$2,810.78 
TSLA Tesla, Inc.
+0.76%
+$15,056.67 
CAT Caterpillar Inc.
+0.7%
+$16,369.26 
ROP Roper Technologies Inc.
+0.7%
+$3,495.2 
PLTR Palantir Technologies Inc.
+0.65%
+$1,815.2 
EXC Exelon Corporation
+0.53%
+$1,048.8 
HON Honeywell International Inc.
+0.47%
+$2,397.43 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,485.86 
PAYX Paychex Inc.
+0.44%
+$4,220.25 
PFE Pfizer Inc.
+0.4%
+$1,235.4 
RTX RTX Corporation
+0.39%
+$2,048.76 
AVGO Broadcom Inc.
+0.37%
+$13,000.32 
PG Procter & Gamble Co
+0.37%
+$981.03 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,806.06 
BAC Bank of America Corporation
+0.36%
+$6,958.82 
GD General Dynamics Corporation
+0.32%
+$2,531.5 
DOV Dover Corporation
+0.27%
+$1,426.89 
JPM JPMorgan Chase & Co.
+0.27%
+$9,411.28 
ADI Analog Devices, Inc.
+0.2%
+$4,650.1 
USB U.S. Bancorp
+0.17%
+$483.99 
CB Chubb Limited
+0.15%
+$375.24 
BDX Becton, Dickinson and Company
+0.1%
+$267.41 
C Citigroup Inc.
+0.1%
+$993.12 
WM Waste Management, Inc.
+0.1%
+$198.88 
WMT Walmart Inc.
+0.09%
+$649.91 
ABT Abbott Laboratories
+0.09%
+$331.38 
DIS The Walt Disney Company
+0.03%
+$239.01 
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 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
G0176J109
0%
$0 
G1151C101
0%
$0 
G29183103
0%
$0 
G5960L103
0%
$0 
NWS
0%
$0 
AAPL Apple Inc.
-7.35%
-$900,840.28 
SYK Stryker Corporation
-6.42%
-$41,664.1 
LIN Linde plc
-5.95%
-$91,233.93 
SNDK SanDisk Corporation
-5.09%
-$60,636.03 
QCOM QUALCOMM Incorporated
-2.63%
-$10,473.78 
YUM Yum! Brands, Inc.
-2.37%
-$7,971.96 
NVR NVR, Inc.
-2.25%
-$16,712.38 
BA Boeing Company
-2.15%
-$5,826.23 
NEM Newmont Corporation
-2.14%
-$8,515.7 
NFLX Netflix, Inc.
-2%
-$16,737.44 
AMD Advanced Micro Devices, Inc.
-1.9%
-$51,337.55 
APD Air Products and Chemicals, Inc.
-1.77%
-$12,574.08 
NKE Nike, Inc. - Class B
-1.37%
-$2,610 
PPG PPG Industries Inc.
-1.35%
-$3,759.9 
CLX The Clorox Company
-1.24%
-$2,532 
MDLZ Mondelez International, Inc.
-1.22%
-$4,984.22 
TJX The TJX Companies, Inc.
-1.21%
-$5,222.37 
SRE Sempra
-1.15%
-$4,595.86 
OMC Omnicom Group Inc.
-1.14%
-$4,125.94 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$3,946.32 
TXN Texas Instruments Inc
-1.08%
-$17,531.22 
LOW Lowe's Companies Inc.
-1.08%
-$2,746.7 
PLD Prologis Inc.
-1.08%
-$7,268 
INTC Intel Corporation
-1.02%
-$14,033.7 
KO The Coca-Cola Company
-1.02%
-$3,282.3 
XOM Exxon Mobil Corporation
-0.97%
-$8,069.22 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,318.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$12,303.13 
RVTY Revvity Inc.
-0.9%
-$3,834.18 
GILD Gilead Sciences Inc.
-0.81%
-$5,227.97 
CVS CVS Health Corporation
-0.75%
-$3,349.6 
BLK BlackRock, Inc.
-0.73%
-$4,109.69 
MLI Mueller Industries Inc.
-0.67%
-$2,182.5 
AMGN Amgen Inc.
-0.64%
-$5,366.74 
PM Philip Morris International Inc.
-0.61%
-$5,754.81 
DHR Danaher Corporation
-0.61%
-$5,804.82 
LLY Eli Lilly and Company
-0.53%
-$11,009.48 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,674.68 
HD The Home Depot, Inc.
-0.42%
-$5,073.57 
GL Globe Life Inc.
-0.4%
-$4,996.12 
AXP American Express Company
-0.38%
-$3,967.45 
PNW Pinnacle West Capital Corporation
-0.33%
-$1,070.85 
L Loews Corporation
-0.31%
-$2,438.27 
CEG Constellation Energy Corporation
-0.31%
-$608.31 
COR Cencora, Inc.
-0.28%
-$977.23 
FISV Fiserv, Inc.
-0.24%
-$697.19 
BKNG Booking Holdings Inc.
-0.18%
-$476.03 
TGT Target Corporation
-0.01%
-$57.08 Events
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Dividends
Dividend Analysis
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| Trades 2023 | Longs Won 1248/2023 61% | Profit Factor 9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $288,620.42 |
| Average Win $47,644.38 | Best Trade (Aug 07) $9.27M | Sharpe Ratio -31.33 |
| Average Loss -$8,523.49 | Worst Trade (Aug 01) -$581,431.66 | Z-Score -12.08 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 4w | Expectancy $26,126.8 |
| 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% | 0.08% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
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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FAQ
Which stocks have generated the highest profits for Emery J. Levick?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.23M, Meta Platforms Inc Class A - $914,630.24, Apple Inc - $806,718.6, Microsoft Corp - $624,749.64, and PBF Energy Inc - $453,680.71. 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: DexCom, Inc - $232,291.12, Corcept Therapeutics Incorporated - $136,257.16, United Parcel Service, Inc - $120,042.19, APA Corporation - $116,815.14, and Boston Properties, Inc - $97,250.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Emery J. Levick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.18M earned over time. The largest contributors to dividend income include Microsoft Corp - $257,205.3, JPMorgan Chase & Co - $227,503.6, Apple Inc - $193,961.41, Texas Instruments Inc - $166,452.32, and Paychex Inc - $165,077.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Emery J. Levick's monthly returns?
Emery J. Levick's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Emery J. Levick's strategy be considered aggressive or moderate?
Emery J. Levick's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Emery J. Levick's strategy?
Emery J. Levick'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.
