Darby Barncord Portfolio
Invests via Martin Capital Advisors LLP | Managed by Paul Martin, Chris Martin, CPA, CFA
Invests via Martin Capital Advisors LLP
Managed by Paul Martin, Chris Martin, CPA, CFA
Automatically Tracked
Darby Barncord Profile
With a distinguished background in technology-driven ventures, Darby Barncord has made significant contributions to the landscape of entrepreneurial growth and innovation. Leveraging deep expertise in tech startups, he focuses on developing scalable solutions that address evolving market demands. His leadership experience encompasses guiding companies from inception through rapid scaling phases, ensuring alignment with emerging industry trends. Notably recognized for fostering collaborative ecosystems, he actively engages with other founders and investors to facilitate knowledge exchange and partnership opportunities. This strategic orientation places him at the nexus of technology commercialization and investor interest.
With a distinguished background in technology-driven ventures, Darby Barncord has made significant contributions to the landscape of entrepreneurial growth and innovation. Leveraging deep expertise in tech startups, he focuses on developing scalable solutions that address evolving market demands. His leadership experience encompasses guiding companies from inception through rapid scaling phases, ensuring alignment with emerging industry trends. Notably recognized for fostering collaborative ecosystems, he actively engages with other founders and investors to facilitate knowledge exchange and partnership opportunities. This strategic orientation places him at the nexus of technology commercialization and investor interest.
Investment Philosophy & Strategy
Opportunities in technology-driven markets often call for innovative approaches and agile execution. Darby Barncord employs a founder mindset that prioritizes scalability and market relevance, reflecting his experience in nurturing tech startups through their growth trajectories. His strategic engagements emphasize the importance of collaboration among entrepreneurs to harness collective expertise, fostering environments conducive to transformative business outcomes. This orientation allows for well-informed capital allocation aimed at identifying high-potential ventures poised to disrupt traditional models within various sectors.
Opportunities in technology-driven markets often call for innovative approaches and agile execution. Darby Barncord employs a founder mindset that prioritizes scalability and market relevance, reflecting his experience in nurturing tech startups through their growth trajectories. His strategic engagements emphasize the importance of collaboration among entrepreneurs to harness collective expertise, fostering environments conducive to transformative business outcomes. This orientation allows for well-informed capital allocation aimed at identifying high-potential ventures poised to disrupt traditional models within various sectors.
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:
76.07%
Gain +1.33%
Monthly
0.73%
Yearly
9.13%
Drawdown
23.98%
$192.22M
Equity
Holdings
$192.22M
Investment
$124.34M
$50.27M
Profit +$1.93M
Realized
-$17.61M
Unrealized
$67.88M
Dividends
$4.58M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.33%
Profit
$1.93M
Win %
71%
This Week
Compared To Last Week
Gain
3.61%
Profit
$6.76M
Win %
71%
This Month
Compared to last month
Gain
3.61%
Profit
$6.76M
Win %
71%
This Year
Compared to last year
Gain
1.57%
Profit
$3M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$414,739.49 
GOOG Alphabet Inc
+6.88%
+$111,059.95 
GOOGL Alphabet Inc
+6.73%
+$347,476.08 
CBOE Cboe Global Markets Inc.
+4.62%
+$33,191.96 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$48,842.4 
MSFT Microsoft Corp.
+3.02%
+$20,321.03 
NVDA NVIDIA Corporation
+2.93%
+$402,492.68 
GNRC Generac Holdings Inc.
+2.71%
+$8,065.2 
GLW Corning Incorporated
+2.24%
+$9,180.9 
WDC Western Digital Corporation
+2.21%
+$19,906.69 
CSCO Cisco Systems, Inc.
+2.14%
+$32,076 
PANW Palo Alto Networks, Inc.
+1.89%
+$13,603.8 
TSCO Tractor Supply Company
+1.85%
+$20,767.6 
ORCL Oracle Corporation
+1.81%
+$40,281.78 
AMAT Applied Materials, Inc.
+1.18%
+$16,950.76 
NOW ServiceNow, Inc.
+1.05%
+$3,418.52 
ADBE Adobe Inc.
+1.01%
+$4,969.82 
SCHW Charles Schwab Corporation
+0.87%
+$25,588.29 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,043.5 
CAT Caterpillar Inc.
+0.7%
+$12,870.88 
PLTR Palantir Technologies Inc.
+0.65%
+$3,467.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$58,976.52 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$4,977.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$35,492.3 
DVA DaVita Inc.
+0.52%
+$10,902.68 
AXON Axon Enterprise, Inc.
+0.47%
+$1,601.47 
EBAY eBay Inc.
+0.43%
+$2,897.87 
AVGO Broadcom Inc.
+0.37%
+$2,512.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,108.06 
ADI Analog Devices, Inc.
+0.2%
+$389.97 
IPGP IPG Photonics Corporation
+0.19%
+$278.56 
INTU Intuit Inc.
+0.18%
+$3,374.44 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,101.24 
DELL Dell Technologies Inc.
+0.14%
+$355.6 
ISRG Intuitive Surgical, Inc.
+0.1%
+$7,296.28 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1,110.58 
GDDY Godaddy Inc.
-16.7%
-$151,499.88 
AAPL Apple Inc.
-7.35%
-$3.36M 
SYK Stryker Corporation
-6.42%
-$75,084.74 
SNDK SanDisk Corporation
-5.09%
-$45,460.74 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$52,128.7 
TOL Toll Brothers Inc
-2.76%
-$21,838.49 
SLS Sellas Life Sciences Group Inc.
-2.72%
-$6,462.96 
QCOM QUALCOMM Incorporated
-2.63%
-$13,450.32 
ICE Intercontinental Exchange, Inc.
-2.42%
-$22,107.07 
DKS Dick's Sporting Goods, Inc.
-2%
-$16,272 
WSM Williams-Sonoma, Inc.
-2%
-$116,938.29 
NFLX Netflix, Inc.
-2%
-$10,993.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$22,998.41 
IBB iShares Biotechnology ETF
-1.87%
-$47,637.58 
SQ Block, Inc.
-1.64%
-$41,659.65 
LRCX Lam Research Corporation
-1.58%
-$128,239.8 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,356.19 
LNTH Lantheus Holdings, Inc.
-1.35%
-$19,404.48 
TXRH Texas Roadhouse Inc.
-1.33%
-$5,382.08 
USPH U.S. Physical Therapy Inc.
-1.33%
-$12,410.95 
TREX Trex Company, Inc.
-1.3%
-$9,285.87 
TJX The TJX Companies, Inc.
-1.21%
-$6,614.37 
TXN Texas Instruments Inc
-1.08%
-$36,119.44 
LOW Lowe's Companies Inc.
-1.08%
-$4,117.78 
INTC Intel Corporation
-1.02%
-$15,627.72 
NDAQ Nasdaq, Inc.
-1.02%
-$13,172.6 
EW Edwards Lifesciences Corporation
-0.98%
-$23,352.05 
PYPL PayPal Holdings Inc
-0.76%
-$3,407.36 
MA Mastercard Incorporated
-0.74%
-$42,695.54 
BLK BlackRock, Inc.
-0.73%
-$17,563.96 
SBUX Starbucks Corporation
-0.57%
-$19,268.4 
DGX Quest Diagnostics Inc.
-0.55%
-$4,057.07 
LULU lululemon athletica inc.
-0.51%
-$1,368.84 
MORN Morningstar, Inc.
-0.28%
-$2,311.06 
EXP Eagle Materials Inc.
-0.26%
-$857.52 
COST Costco Wholesale Corporation
-0.24%
-$10,506.1 
TPR Tapestry Inc.
-0.14%
-$653.1 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$638 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,390 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$79.2 
V Visa Inc. Class A
-0.04%
-$1,667.14 Events
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Dividends
Dividend Analysis
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| Trades 848 | Longs Won 472/848 55% | Profit Factor 2.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $660,760.4 |
| Average Win $175,439.75 | Best Trade (Aug 07) $11.78M | Sharpe Ratio -80.52 |
| Average Loss -$90,630.69 | Worst Trade (Sep 30) -$3.31M | Z-Score 5.84 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2d | Expectancy $59,280.92 |
| 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% | 0.42% |
| Consecutive Losing Trades | 2,119 | 1,907 | 1,695 | 1,483 | 1,271 | 1,059 | 847 | 636 | 424 | 212 |
Hover over the desired column for a detailed explanation.
Returns
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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 Darby Barncord?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.44M, Lam Research Corporation - $557,077.09, Vanguard Short-Term Corporate Bond ETF - $341,516.61, Lantheus Holdings, Inc - $142,422.72, and Texas Instruments Inc - $105,028.5. 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: Intuitive Surgical, Inc - $2.12M, Block, Inc - $2.01M, Apple Inc - $1.83M, IDEXX Laboratories, Inc - $1.75M, and Trex Company, Inc - $1.46M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Darby Barncord's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.58M earned over time. The largest contributors to dividend income include Apple Inc - $665,015.03, Vanguard Short-Term Corporate Bond ETF - $361,466.61, Starbucks Corporation - $340,433.26, VANGUARD TOTAL STOCK MKT ETF - $311,682.03, and Texas Instruments Inc - $270,935.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Darby Barncord's monthly returns?
Darby Barncord'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 Darby Barncord's strategy be considered aggressive or moderate?
Darby Barncord's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Darby Barncord's strategy?
Darby Barncord'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.
