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:
103.01%
Gain +0.99%
Monthly
0.96%
Yearly
12.09%
Drawdown
22.67%
$199.23M
Equity
Holdings
$199.23M
Investment
$160.86M
$58.03M
Profit +$1.23M
Realized
$19.66M
Unrealized
$38.37M
Dividends
$11.28M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.23M
Win %
70%
This Week
Compared To Last Week
Gain
0.62%
Profit
$1.23M
Win %
70%
This Month
Compared to last month
Gain
3.55%
Profit
$6.83M
Win %
70%
This Year
Compared to last year
Gain
-2.29%
Profit
-$4.66M
Win %
70%
STRL Sterling Infrastructure, Inc.
+4.37%
+$156,045.54 
KLAC KLA Corporation
+3.67%
+$4,115.65 
APO Apollo Global Management Inc.
+3.44%
+$189,957.08 
LMT Lockheed Martin Corporation
+3.29%
+$49,730.1 
ANET Arista Networks Inc.
+3.26%
+$383,019.86 
NVDA NVIDIA Corporation
+3.11%
+$18,052.44 
PSX Phillips 66
+2.67%
+$28,958.86 
ASML ASML Holding N.V. NY Registered Shares
+2.54%
+$156,429.62 
NPK National Presto Industries, Inc.
+1.67%
+$57,190.32 
UTI Universal Technical Institute, Inc.
+1.37%
+$42,463.2 
NNI Nelnet Inc. Class A Common Stock
+1.28%
+$83,889.81 
CAT Caterpillar Inc.
+1.26%
+$56,859.84 
CASH Pathward Financial Inc.
+1.21%
+$53,815.13 
KKR Korro Bio, Inc.
+1.18%
+$30,960.36 
JPM JPMorgan Chase & Co.
+1.09%
+$2,432.65 
MSFT Microsoft Corporation Common Stock
+1.06%
+$3,158.27 
SCHB Schwab U.S. Broad Market ETF
+1.03%
+$11,085.9 
NICE NICE Ltd. Sponsored ADR
+1.02%
+$29,826.96 
ABT Abbott Laboratories
+1%
+$27,139.84 
JNJ Johnson & Johnson
+0.97%
+$37,482.35 
BN Brookfield Corporation
+0.63%
+$22,889.76 
VBR Vanguard Small-Cap Value ETF
+0.62%
+$3,769.56 
VTV Vanguard Morningstar Value ETF
+0.59%
+$2,310.16 
RPC Ridgepost Capital Inc. Class A Common Stock
+0.58%
+$19,034.25 
LLY Eli Lilly and Company
+0.47%
+$46,976.88 
VOOV Vanguard S&P 500 Value ETF
+0.45%
+$1,346.21 
LH Labcorp Holdings Inc.
+0.44%
+$9,321.69 
STAG STAG Industrial, Inc.
+0.33%
+$6,761.04 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.27%
+$12,616.63 
PEP PepsiCo, Inc.
+0.27%
+$6,275.08 
ABBV AbbVie Inc.
+0.23%
+$18,875.71 
AYI Acuity Inc.
+0.17%
+$6,110.64 
GOOG Alphabet Inc
+0.14%
+$403.65 
WM Waste Management Inc.
+0.11%
+$4,219.29 
FRPH FRP Holdings, Inc.
+0.1%
+$1,559.14 
AZO AutoZone, Inc.
+0.08%
+$5,296.88 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$3,605.3 
SFM Sprouts Farmers Market Inc.
+0.04%
+$1,941.12 
VBIL Vanguard 0-3 Month Treasury Bill ETF
+0.01%
+$272.54 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
LKQ LKQ Corporation
-1.52%
-$46,844.58 
DE Deere & Company
-1.4%
-$2,884.27 
MA Mastercard Inc. Class A Common Stock
-1.4%
-$39,906.9 
POOL Pool Corporation
-1.39%
-$66,976.97 
BSM Black Stone Minerals, L.P.
-1.17%
-$2,061.15 
GPN Global Payments Inc.
-1.17%
-$24,883.49 
DIS The Walt Disney Company
-1.09%
-$16,635.75 
ZTS Zoetis Inc. Class A Common Stock
-0.79%
-$41,039.3 
PINE Alpine Income Property Trust Inc.
-0.77%
-$9,926.5 
PG The Procter & Gamble Company
-0.7%
-$19,378.12 
BR Broadridge Financial Solutions, Inc.
-0.65%
-$2,206.26 
UL Unilever PLC Sponsored ADR
-0.65%
-$12,973.96 
SIRI Sirius XM Holdings Inc.
-0.43%
-$4,605.24 
AMCR Amcor plc
-0.39%
-$9,334.62 
OXY Occidental Petroleum Corp.
-0.38%
-$26,385.28 
KMB Kimberly-Clark Corporation
-0.38%
-$7,373.31 
AAPL Apple Inc.
-0.35%
-$5,993.45 
GRMN Garmin Ltd.
-0.31%
-$1,113.14 
AZN AstraZeneca PLC American Depositary Shares
-0.3%
-$709.92 
COP ConocoPhillips
-0.26%
-$13,257.66 
MMM 3M Company
-0.17%
-$3,320.81 
SCHD Schwab U.S. Dividend Equity ETF
-0.11%
-$1,535.2 
EXP Eagle Materials Inc.
-0.1%
-$456.33 
VNOM Viper Energy, Inc. Class A Common Stock
-0.09%
-$5,662.68 
SSNC SS&C Technologies Holdings, Inc.
-0.06%
-$3,944.55 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2618 | Longs Won 1437/2618 54% | Profit Factor 3.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,315.13 |
| Average Win $57,755.6 | Best Trade (Jun 30) $8.02M | Sharpe Ratio -18.56 |
| Average Loss -$21,136.17 | Worst Trade (Oct 14) -$1.43M | Z-Score 1.62 (89.46%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 2d | Expectancy $22,166.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,853 | $849,189.04 | $1.68M | - | $832,326.93 | 98.01% | -0.355% |
| ABBV AbbVie Inc. | 29,040 | $4.29M | $8.31M | - | $4.03M | 93.91% | +0.228% |
| ABT Abbott Laboratories | 26,096 | $3.54M | $2.73M | - | -$806,615.92 | -22.79% | +1.003% |
| AMCR Amcor plc | 51,859 | $2.16M | $2.38M | - | $222,967.98 | 10.33% | -0.39% |
| ANET Arista Networks Inc. | 68,153 | $7.49M | $12.13M | - | $4.64M | 62.03% | +3.26% |
| APO Apollo Global Management Inc. | 48,895 | $4.03M | $5.71M | - | $1.68M | 41.74% | +3.443% |
| ASML ASML Holding N.V. NY Registered Shares | 3,923 | $3.94M | $6.32M | - | $2.38M | 60.54% | +2.537% |
| AYI Acuity Inc. | 11,316 | $2.58M | $3.61M | - | $1.03M | 39.76% | +0.169% |
| AZN AstraZeneca PLC American Depositary Shares | 1,392 | $244,296 | $238,004.16 | - | -$6,291.84 | -2.58% | -0.297% |
| AZO AutoZone, Inc. | 2,162 | $5.13M | $6.93M | - | $1.79M | 34.93% | +0.077% |
| BN Brookfield Corporation | 95,374 | $2.24M | $3.64M | - | $1.4M | 62.67% | +0.632% |
| BR Broadridge Financial Solutions, Inc. | 1,854 | $338,948.28 | $337,594.86 | - | -$1,353.42 | -0.4% | -0.649% |
| BSM Black Stone Minerals, L.P. | 11,778 | $148,137.85 | $174,255.51 | - | $26,117.66 | 17.63% | -1.169% |
| CASH Pathward Financial Inc. | 57,305 | $4.35M | $4.49M | - | $142,857.43 | 3.28% | +1.212% |
| CAT Caterpillar Inc. | 6,581 | $3.47M | $4.57M | - | $1.1M | 31.68% | +1.261% |
| COP ConocoPhillips | 33,994 | $3.95M | $5.11M | - | $1.16M | 29.43% | -0.259% |
| DE Deere & Company | 318 | $201,716.95 | $202,591.44 | - | $874.49 | 0.43% | -1.404% |
| DIS The Walt Disney Company | 13,525 | $1.61M | $1.51M | - | -$106,401.73 | -6.6% | -1.093% |
| EXP Eagle Materials Inc. | 2,535 | $498,433.4 | $442,433.55 | - | -$55,999.85 | -11.24% | -0.103% |
| FRPH FRP Holdings, Inc. | 77,953 | $1.78M | $1.49M | - | -$289,618.35 | -16.3% | +0.105% |
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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, State Street Energy Select Sector SPDR ETF - $1.79M, Enstar Group Ltd - $1.39M, and AbbVie Inc - $967,082.72. 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 $11.28M earned over time. The largest contributors to dividend income include AbbVie Inc - $807,059.86, Sitio Royalties Corp - $709,259.48, LKQ Corporation - $430,826.26, ConocoPhillips - $395,202.37, and PepsiCo, Inc - $365,947.13. 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.
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