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:
75.57%
Gain -0.27%
Monthly
1.02%
Yearly
12.93%
Drawdown
18.66%
$107.88M
Equity
Holdings
$107.88M
Investment
$62.5M
$53.49M
Profit -$314,797.98
Realized
$8.11M
Unrealized
$45.38M
Dividends
$5.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$314,797.98
Win %
75%
This Week
Compared To Last Week
Gain
1.54%
Profit
$1.63M
Win %
75%
This Month
Compared to last month
Gain
1.63%
Profit
$1.73M
Win %
75%
This Year
Compared to last year
Gain
5.06%
Profit
$5.2M
Win %
74%
PLTR Palantir Technologies Inc.
+4.15%
+$17,556.46 
MSFT Microsoft Corp.
+1.83%
+$150,142.28 
META Meta Platforms Inc Class A
+1.65%
+$56,744.28 
BA Boeing Company
+1.47%
+$3,567 
CVX Chevron Corporation
+1.2%
+$12,680.33 
XOM Exxon Mobil Corporation
+1.06%
+$8,964.43 
IBM International Business Machines Corporation
+0.98%
+$5,010.06 
LIN Linde plc
+0.9%
+$12,587.62 
APA APA Corporation
+0.86%
+$2,404.99 
TSLA Tesla, Inc.
+0.85%
+$20,528.01 
TMO Thermo Fisher Scientific Inc.
+0.82%
+$3,654.41 
RTX RTX Corporation
+0.63%
+$2,975.37 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$3,000.39 
CB Chubb Limited
+0.58%
+$1,373.52 
WMT Walmart Inc.
+0.58%
+$4,170.68 
COR Cencora, Inc.
+0.53%
+$1,844.65 
VRTX Vertex Pharmaceuticals Incorporated
+0.48%
+$1,254.15 
ITW Illinois Tool Works Inc.
+0.35%
+$1,860.1 
UNP Union Pacific Corporation
+0.32%
+$1,854.76 
MDLZ Mondelez International, Inc.
+0.23%
+$906.21 
GD General Dynamics Corporation
+0.2%
+$1,462.85 
WM Waste Management, Inc.
+0.2%
+$370.65 
ROP Roper Technologies Inc.
+0.13%
+$599.07 
GILD Gilead Sciences Inc.
+0.12%
+$859.25 
PFE Pfizer Inc.
+0.07%
+$248.3 
MRSH Marsh & McLennan Companies, Inc.
+0.05%
+$608.4 
BAC Bank of America Corporation
+0.04%
+$794.02 
DHR Danaher Corporation
+0.03%
+$294.12 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 NWS
NWS
0%
$0 6838
68389X105
0%
$0 0020
00206R102
0%
$0 0207
02079K305
0%
$0 0207
02079K107
0%
$0 9132
91324P102
0%
$0 5763
57636Q104
0%
$0 5893
58933Y105
0%
$0 2082
20825C104
0%
$0 1727
17275R102
0%
$0 0302
03027X100
0%
$0 G017
G0176J109
0%
$0 0028
00287Y109
0%
$0 0307
03076C106
0%
$0 G291
G29183103
0%
$0 3814
38141G104
0%
$0 5526
55261F104
0%
$0 G596
G5960L103
0%
$0 7414
74144T108
0%
$0 9282
92826C839
0%
$0 0462
04621X108
0%
$0 
PAYX Paychex Inc.
-5.34%
-$50,601.62 
BKNG Booking Holdings Inc.
-4.14%
-$9,690 
NEM Newmont Corporation
-3.85%
-$20,535.9 
MCD McDonald's Corporation
-2.74%
-$19,663.05 
ADI Analog Devices, Inc.
-2.07%
-$50,837.56 
INTC Intel Corporation
-1.81%
-$33,801.6 
TXN Texas Instruments Inc
-1.63%
-$25,857.91 
SRE Sempra
-1.53%
-$5,532.88 
HD The Home Depot, Inc.
-1.5%
-$16,771.96 
AVGO Broadcom Inc.
-1.47%
-$48,513.89 
EXC Exelon Corporation
-1.28%
-$2,337.95 
AMZN Amazon.com Inc
-1.27%
-$70,060.25 
PEG Public Service Enterprise Group Incorporated
-1.25%
-$3,966.03 
PNW Pinnacle West Capital Corporation
-1.22%
-$3,699.3 
LOW Lowe's Companies Inc.
-1.18%
-$2,807.2 
PLD Prologis Inc.
-1.16%
-$7,268 
AMD Advanced Micro Devices, Inc.
-1.12%
-$39,094.38 
CVS CVS Health Corporation
-1.09%
-$4,044.14 
OMC Omnicom Group Inc.
-1.05%
-$3,581.86 
DIS The Walt Disney Company
-0.93%
-$7,727.99 
QCOM QUALCOMM Incorporated
-0.87%
-$4,539.08 
PPG PPG Industries Inc.
-0.86%
-$2,315.7 
HONA Honeywell Aerospace Inc.
-0.86%
-$3,019.24 
NVR NVR, Inc.
-0.82%
-$6,172.57 
AAPL Apple Inc.
-0.72%
-$89,091.8 
SYK Stryker Corporation
-0.65%
-$3,319.69 
CAT Caterpillar Inc.
-0.65%
-$15,041.3 
MU Micron Technology, Inc.
-0.65%
-$17,837.69 
FISV Fiserv, Inc.
-0.63%
-$1,555.26 
TGT Target Corporation
-0.62%
-$2,799.86 
YUM Yum! Brands, Inc.
-0.6%
-$1,800.14 
CLX The Clorox Company
-0.6%
-$1,097.2 
ADP Automatic Data Processing Inc.
-0.56%
-$7,302.36 
USB U.S. Bancorp
-0.54%
-$1,419.84 
ABT Abbott Laboratories
-0.5%
-$1,896.23 
JPM JPMorgan Chase & Co.
-0.48%
-$16,173.12 
PNC The PNC Financial Services Group, Inc.
-0.47%
-$2,293.03 
NFLX Netflix, Inc.
-0.46%
-$3,857.19 
RVTY Revvity Inc.
-0.46%
-$2,499.74 
GEV GE Vernova Inc.
-0.45%
-$2,191.16 
C Citigroup Inc.
-0.43%
-$4,367.35 
BDX Becton, Dickinson and Company
-0.33%
-$943.8 
JCI Johnson Controls International plc
-0.32%
-$943.76 
PM Philip Morris International Inc.
-0.3%
-$2,790.15 
BLK BlackRock, Inc.
-0.28%
-$1,508.95 
FTV Fortive Corporation
-0.23%
-$592.93 
DOV Dover Corporation
-0.22%
-$1,044.65 
L Loews Corporation
-0.15%
-$1,057.41 
NVDA NVIDIA Corporation
-0.14%
-$16,100.16 
HPQ HP Inc.
-0.12%
-$380.97 
DXCM DexCom, Inc.
-0.12%
-$323.71 
UPS United Parcel Service, Inc.
-0.12%
-$215.6 
AMGN Amgen Inc.
-0.11%
-$995.42 
PG Procter & Gamble Co
-0.1%
-$268.39 
KO The Coca-Cola Company
-0.07%
-$239.53 
APD Air Products and Chemicals, Inc.
-0.05%
-$319.66 
GL Globe Life Inc.
-0.04%
-$515.18 
TJX The TJX Companies, Inc.
-0.03%
-$95.17 
AXP American Express Company
-0.02%
-$187.44 
LLY Eli Lilly and Company
-0.02%
-$360.4 
EMR Emerson Electric Co.
-0.01%
-$47.64 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2077 | Longs Won 1296/2077 62% | Profit Factor 9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $302,655.05 |
| Average Win $46,435.26 | Best Trade (Sep 04) $9.95M | Sharpe Ratio -501.71 |
| Average Loss -$8,562.7 | Worst Trade (Sep 14) -$623,660.47 | Z-Score -10.91 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 4d | Expectancy $25,754.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0020 00206R102 | 18,186 | $491.61 | $527.21 | - | $35.6 | 7.24% | 0.0 |
| 0028 00287Y109 | 3,842 | $428.18 | $966.8 | - | $538.62 | 125.79% | 0.0 |
| 0207 02079K107 | 7,806 | $715.69 | $2,758.09 | - | $2,042.4 | 285.37% | 0.0 |
| 0207 02079K305 | 21,774 | $1,920.82 | $7,781.37 | - | $5,860.55 | 305.11% | 0.0 |
| 0302 03027X100 | 3,455 | $917.09 | $596.26 | - | -$320.83 | -34.98% | 0.0 |
| 0307 03076C106 | 1,938 | $513.29 | $889.08 | - | $375.79 | 73.21% | 0.0 |
| 0462 04621X108 | 3,787 | $598.33 | $824.85 | - | $226.52 | 37.86% | 0.0 |
| 1727 17275R102 | 13,919 | $760.64 | $1,634.93 | - | $874.29 | 114.94% | 0.0 |
| 2082 20825C104 | 4,535 | $315.99 | $471.46 | - | $155.47 | 49.2% | 0.0 |
| 3814 38141G104 | 2,233 | $844.58 | $1,889.1 | - | $1,044.52 | 123.67% | 0.0 |
| 5526 55261F104 | 2,170 | $325.36 | $516.48 | - | $191.12 | 58.74% | 0.0 |
| 5763 57636Q104 | 1,219 | $423.69 | $609.09 | - | $185.4 | 43.76% | 0.0 |
| 5893 58933Y105 | 7,277 | $546.86 | $875.35 | - | $328.49 | 60.07% | 0.0 |
| 6838 68389X105 | 8,103 | $706.47 | $1,187.5 | - | $481.03 | 68.09% | 0.0 |
| 7414 74144T108 | 3,904 | $768.16 | $351.91 | - | -$416.25 | -54.19% | 0.0 |
| 9132 91324P102 | 3,477 | $1,361.27 | $1,445.15 | - | $83.88 | 6.16% | 0.0 |
| 9282 92826C839 | 6,500 | $1,451.91 | $2,230.09 | - | $778.18 | 53.6% | 0.0 |
| AAPL Apple Inc. | 36,364 | $5.15M | $12.27M | - | $7.12M | 138.29% | -0.721% |
| ABT Abbott Laboratories | 3,682 | $422,694.88 | $380,037.63 | - | -$42,657.25 | -10.09% | -0.496% |
| ADI Analog Devices, Inc. | 6,284 | $1.12M | $2.4M | - | $1.28M | 114.66% | -2.072% |
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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 - $871,984.38, ProShares Ultra Semiconductors - $825,677.92, and Exxon Mobil Corporation - $668,501.51. 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: Nike, Inc. - Class B - $432,061.14, DexCom, Inc - $232,291.12, Corcept Therapeutics Incorporated - $136,257.16, United Parcel Service, Inc - $116,827.79, and APA Corporation - $103,203.42. 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 $5.29M earned over time. The largest contributors to dividend income include Microsoft Corp - $272,194.82, JPMorgan Chase & Co - $227,277.1, Apple Inc - $203,779.69, The Home Depot, Inc - $170,164.99, and Texas Instruments Inc - $166,497.76. 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.
