JK
Joshua Kirby Portfolio
Invests via Guardian Wealth Management Inc. | Managed by Joshua Kirby
Invests via Guardian Wealth Management Inc.
Managed by Joshua Kirby
Automatically Tracked
Joshua Kirby Profile
Joshua Kirby has cultivated a strong profile as an entrepreneurial founder with expertise in technology innovation and business development. He co-founded several successful startups, focusing on leveraging cutting-edge solutions to drive market expansion and consumer engagement. His leadership emphasizes the integration of technology into everyday processes, establishing efficient operational frameworks that attract investment interest. With a rich educational background in engineering and business management, he remains actively involved in mentoring emerging entrepreneurs while seeking collaborative opportunities across various sectors. Joshua's ability to navigate complex market dynamics positions him as a key player within the startup ecosystem.
Joshua Kirby has cultivated a strong profile as an entrepreneurial founder with expertise in technology innovation and business development. He co-founded several successful startups, focusing on leveraging cutting-edge solutions to drive market expansion and consumer engagement. His leadership emphasizes the integration of technology into everyday processes, establishing efficient operational frameworks that attract investment interest. With a rich educational background in engineering and business management, he remains actively involved in mentoring emerging entrepreneurs while seeking collaborative opportunities across various sectors. Joshua's ability to navigate complex market dynamics positions him as a key player within the startup ecosystem.
Investment Philosophy & Strategy
Growth opportunities within the technology sector captivate Joshua Kirby, whose entrepreneurial journey reflects a profound commitment to innovation and transformation. By blending engineering insights with strategic acumen, he identifies emerging trends that can drive significant market shifts. His focus on building scalable platforms enables disruptive solutions that resonate with consumers, positioning his ventures for rapid adoption. Continually exploring synergies across different industries allows him to foster collaboration and enhance value creation in new markets. This multifaceted approach underscores his adaptability in the face of evolving technological landscapes.
Growth opportunities within the technology sector captivate Joshua Kirby, whose entrepreneurial journey reflects a profound commitment to innovation and transformation. By blending engineering insights with strategic acumen, he identifies emerging trends that can drive significant market shifts. His focus on building scalable platforms enables disruptive solutions that resonate with consumers, positioning his ventures for rapid adoption. Continually exploring synergies across different industries allows him to foster collaboration and enhance value creation in new markets. This multifaceted approach underscores his adaptability in the face of evolving technological landscapes.
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:
81.96%
Gain -1.49%
Monthly
0.94%
Yearly
11.87%
Drawdown
22.68%
$197.39M
Equity
Holdings
$197.39M
Investment
$160.86M
$56.18M
Profit -$1.7M
Realized
$19.65M
Unrealized
$36.53M
Dividends
$11.06M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.49%
Profit
-$1.7M
Win %
68%
This Week
Compared To Last Week
Gain
-2.33%
Profit
-$4.7M
Win %
68%
This Month
Compared to last month
Gain
-2.42%
Profit
-$4.89M
Win %
68%
This Year
Compared to last year
Gain
-3.17%
Profit
-$6.47M
Win %
68%
GOOG Alphabet Inc
+6.88%
+$20,604.09 
ANET Arista Networks, Inc.
+5.46%
+$635,867.9 
APO Apollo Global Management, Inc.
+4.44%
+$261,099.3 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$47,643.66 
MSFT Microsoft Corp.
+3.02%
+$7,708.91 
NVDA NVIDIA Corporation
+2.93%
+$15,725.36 
STRL Sterling Infrastructure, Inc.
+2.76%
+$161,170.32 
VNOM Viper Energy Inc. Class A Common Stock
+2.65%
+$162,802.05 
OXY Occidental Petroleum Corporation
+2%
+$120,618.4 
ZTS Zoetis Inc.
+1.66%
+$80,796.3 
LMT Lockheed Martin Corporation
+1.5%
+$21,566.37 
KLAC KLA Corporation
+1.38%
+$1,917.31 
COP ConocoPhillips
+1.22%
+$49,291.33 
BN Brookfield Corporation
+1.19%
+$47,687.1 
BSM Black Stone Minerals, L.P.
+1.01%
+$1,766.7 
RPC P10 Inc.
+0.82%
+$26,647.95 
CAT Caterpillar Inc.
+0.7%
+$37,314.2 
CASH Pathward Financial, Inc.
+0.62%
+$30,944.7 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$6,282.01 
PSX Phillips 66
+0.51%
+$4,134.16 
KKR KKR & Co. Inc.
+0.45%
+$12,900.15 
PG Procter & Gamble Co
+0.37%
+$9,129.25 
SFM Sprouts Farmers Market, Inc.
+0.36%
+$20,058.24 
AZO AutoZone Inc.
+0.32%
+$20,928.01 
JPM JPMorgan Chase & Co.
+0.27%
+$631.68 
JNJ Johnson & Johnson
+0.21%
+$7,744.89 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,302.8 
NNI Nelnet, Inc.
+0.13%
+$9,617.94 
MMM 3M Company
+0.12%
+$2,324.41 
WM Waste Management, Inc.
+0.1%
+$3,437.94 
ABT Abbott Laboratories
+0.09%
+$2,348.64 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$1,635.24 
DIS The Walt Disney Company
+0.03%
+$405.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$118,995.56 
SIRI Sirius XM Holdings Inc.
-4.36%
-$51,808.95 
GPN Global Payments Inc.
-3.18%
-$71,169.31 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$56,119.92 
AYI Acuity Brands Inc.
-2.8%
-$107,049.36 
POOL Pool Corporation
-2.61%
-$120,606.5 
ABBV AbbVie Inc.
-2.51%
-$187,888.8 
LH Labcorp Holdings Inc.
-2.01%
-$40,834.77 
UTI Universal Technical Institute Inc.
-1.87%
-$106,158.14 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$88,031.88 
FRPH FRP Holdings, Inc.
-1.28%
-$22,606.37 
GRMN Garmin Ltd.
-1.27%
-$4,637.09 
DE Deere & Company
-1.13%
-$2,162.4 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,366.4 
KMB Kimberly-Clark Corporation
-0.8%
-$15,634.96 
MA Mastercard Incorporated
-0.74%
-$19,494.77 
STAG Stag Industrial Inc.
-0.73%
-$15,775.76 
LKQ LKQ Corporation
-0.66%
-$26,515.8 
AMCR Amcor plc
-0.6%
-$14,001.93 
PINE Alpine Income Property Trust, Inc.
-0.59%
-$9,529.44 
LLY Eli Lilly and Company
-0.53%
-$47,954.99 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,520.28 
PEP PepsiCo, Inc.
-0.46%
-$11,002.88 
VTV Vanguard Value ETF
-0.27%
-$1,017.14 
EXP Eagle Materials Inc.
-0.26%
-$1,368.9 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$614.3 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,222.56 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$9,466.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$7,041.84 
NICE Nice Ltd. Sponsored ADR
-0.09%
-$2,164.86 
NPK National Presto Industries Inc.
-0.07%
-$1,837.44 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,277.55 Events
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Dividends
Dividend Analysis
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| Trades 2618 | Longs Won 1424/2618 54% | Profit Factor 3.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $288,501.06 |
| Average Win $56,841.66 | Best Trade (Jun 30) $8.02M | Sharpe Ratio -16.84 |
| Average Loss -$20,737.29 | Worst Trade (Dec 31) -$959,415.36 | Z-Score -7.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m | Expectancy $21,459.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,853 | $849,189.04 | $1.5M | - | $649,951.19 | 76.54% | -7.354% |
| ABBV AbbVie Inc. | 29,040 | $4.29M | $7.29M | - | $3M | 69.97% | -2.513% |
| ABT Abbott Laboratories | 26,096 | $3.54M | $2.76M | - | -$781,563.76 | -22.08% | +0.085% |
| AMCR Amcor plc | 51,859 | $2.16M | $2.33M | - | $168,516.03 | 7.81% | -0.598% |
| ANET Arista Networks, Inc. | 68,153 | $7.49M | $12.29M | - | $4.8M | 64.18% | +5.456% |
| APO Apollo Global Management, Inc. | 48,895 | $4.03M | $6.14M | - | $2.11M | 52.52% | +4.441% |
| ASML ASML Holding N.V. New York Registry Shares | 3,923 | $3.94M | $6.39M | - | $2.45M | 62.27% | -1.359% |
| AYI Acuity Brands Inc. | 11,316 | $2.58M | $3.72M | - | $1.13M | 43.75% | -2.8% |
| AZN AstraZeneca PLC American Depositary Shares | 1,392 | $244,296 | $236,138.88 | - | -$8,157.12 | -3.34% | -0.992% |
| AZO AutoZone Inc. | 2,162 | $5.13M | $6.52M | - | $1.39M | 27.05% | +0.322% |
| BN Brookfield Corporation | 95,374 | $2.24M | $4.06M | - | $1.82M | 81.06% | +1.19% |
| BR Broadridge Financial Solutions, Inc. | 1,854 | $338,948.28 | $285,423.3 | - | -$53,524.98 | -15.79% | -0.53% |
| BSM Black Stone Minerals, L.P. | 11,778 | $148,137.85 | $176,081.1 | - | $27,943.25 | 18.86% | +1.014% |
| CASH Pathward Financial, Inc. | 57,305 | $4.35M | $5.06M | - | $705,694.16 | 16.22% | +0.616% |
| CAT Caterpillar Inc. | 6,581 | $3.47M | $5.36M | - | $1.89M | 54.6% | +0.701% |
| COP ConocoPhillips | 33,994 | $3.95M | $4.1M | - | $145,183.48 | 3.68% | +1.218% |
| DE Deere & Company | 318 | $201,716.95 | $188,469.05 | - | -$13,247.9 | -6.57% | -1.134% |
| DIS The Walt Disney Company | 13,525 | $1.61M | $1.3M | - | -$310,629.23 | -19.27% | +0.031% |
| EXP Eagle Materials Inc. | 2,535 | $498,433.4 | $519,522.9 | - | $21,089.5 | 4.23% | -0.263% |
| FRPH FRP Holdings, Inc. | 77,953 | $1.78M | $1.74M | - | -$37,050.63 | -2.09% | -1.283% |
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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 Joshua Kirby?
The largest contributions to the portfolio's profits come from the following stocks: Sterling Infrastructure, Inc - $22.96M, Check Point Software Technologies Ltd - $2.07M, Energy Select Sector SPDR Fund - $1.79M, Enstar Group Ltd - $1.39M, and AbbVie Inc - $1.02M. 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: LKQ Corporation - $1.75M, Revvity Inc - $1.13M, Sitio Royalties Corp - $982,510.93, Nice Ltd. Sponsored ADR - $974,467.07, and Medical Properties Trust, Inc - $800,856.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua Kirby's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.06M earned over time. The largest contributors to dividend income include AbbVie Inc - $857,299.06, Sitio Royalties Corp - $709,259.48, LKQ Corporation - $430,826.26, ConocoPhillips - $395,202.37, and Apollo Global Management, Inc - $359,697.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua Kirby's monthly returns?
Joshua Kirby'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 Joshua Kirby's strategy be considered aggressive or moderate?
Joshua Kirby'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 Joshua Kirby's strategy?
Joshua Kirby'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.
