DB
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:
49.76%
Gain +0.15%
Monthly
0.28%
Yearly
3.42%
Drawdown
28.92%
$182.31M
Equity
Holdings
$182.31M
Investment
$116.92M
$47.59M
Profit +$348,115.5
Realized
-$17.8M
Unrealized
$65.39M
Dividends
$4.37M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.15%
Profit
$348,115.5
Win %
68%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$624,262.04
Win %
68%
This Month
Compared to last month
Gain
-2.13%
Profit
-$3.97M
Win %
68%
This Year
Compared to last year
Gain
8.41%
Profit
$14.14M
Win %
68%
INTC Intel Corporation
+6.48%
+$127,374.32 
WDC Western Digital Corporation
+6.36%
+$53,580.56 
AMD Advanced Micro Devices, Inc.
+4.73%
+$45,523.28 
QCOM QUALCOMM Incorporated
+4.28%
+$29,260.25 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$39,025.56 
SCHW Charles Schwab Corporation
+2.73%
+$68,565.86 
AMAT Applied Materials, Inc.
+2.64%
+$37,153.23 
NDAQ Nasdaq, Inc.
+2.58%
+$30,419.2 
DVA DaVita Inc.
+2.37%
+$42,724.48 
WSM Williams-Sonoma, Inc.
+2.17%
+$116,066.49 
SYK Stryker Corporation
+2.11%
+$19,379.97 
GNRC Generac Holdings Inc.
+1.95%
+$8,624.36 
GLW Corning Incorporated
+1.62%
+$7,950.8 
BLK BlackRock, Inc.
+1.56%
+$33,242.96 
CAT Caterpillar Inc.
+1.48%
+$28,118.52 
GDDY Godaddy Inc.
+1.41%
+$9,626.92 
TPR Tapestry Inc.
+1.38%
+$6,452.1 
TXN Texas Instruments Inc
+1.35%
+$45,659.16 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$8,749.5 
LRCX Lam Research Corporation
+1.19%
+$125,102.65 
ICE Intercontinental Exchange, Inc.
+1.09%
+$7,865.88 
V Visa Inc. Class A
+1.05%
+$39,021.36 
SBUX Starbucks Corporation
+0.74%
+$24,638.44 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$4,426.12 
MA Mastercard Incorporated
+0.72%
+$34,456.77 
PYPL PayPal Holdings Inc
+0.7%
+$2,464.42 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,919.47 
COST Costco Wholesale Corporation
+0.68%
+$30,369.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$40,730.48 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$56,261.04 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$5,909.3 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$4,794.02 
GOOGL Alphabet Inc
+0.53%
+$29,392.99 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$12,352.23 
GOOG Alphabet Inc
+0.45%
+$7,711.95 
LNTH Lantheus Holdings, Inc.
+0.19%
+$2,833.2 
NVDA NVIDIA Corporation
+0.14%
+$19,457.45 
MSFT Microsoft Corp.
+0.1%
+$560 
IBB iShares Biotechnology ETF
+0.1%
+$2,383.23 
TXRH Texas Roadhouse Inc.
+0.1%
+$309.76 
ORCL Oracle Corporation
+0.05%
+$1,517.68 
TJX The TJX Companies, Inc.
+0.05%
+$208.88 
PANW Palo Alto Networks, Inc.
+0.03%
+$120.67 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
ADBE Adobe Inc.
-6.75%
-$30,062.52 
LULU lululemon athletica inc.
-2.52%
-$7,260.55 
PLTR Palantir Technologies Inc.
-2.36%
-$10,530.72 
ZTS Zoetis Inc.
-2.25%
-$3,337.92 
TREX Trex Company, Inc.
-1.53%
-$12,127.51 
AAPL Apple Inc.
-1.52%
-$643,747.5 
DKS Dick's Sporting Goods, Inc.
-1.3%
-$11,884.4 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$16,560.81 
AMZN Amazon.com Inc
-1.23%
-$31,103.68 
NFLX Netflix, Inc.
-1.14%
-$7,281.9 
MORN Morningstar, Inc.
-1.09%
-$8,109.86 
EBAY eBay Inc.
-0.91%
-$5,914 
AVGO Broadcom Inc.
-0.91%
-$4,770.5 
NOW ServiceNow, Inc.
-0.87%
-$1,800 
EXP Eagle Materials Inc.
-0.84%
-$2,906.04 
EW Edwards Lifesciences Corporation
-0.77%
-$17,210.16 
CSCO Cisco Systems, Inc.
-0.6%
-$9,517.01 
ISRG Intuitive Surgical, Inc.
-0.44%
-$36,304.78 
CBOE Cboe Global Markets Inc.
-0.37%
-$2,387.59 
DGX Quest Diagnostics Inc.
-0.35%
-$2,217.22 
USPH U.S. Physical Therapy Inc.
-0.23%
-$1,936.35 
LOW Lowe's Companies Inc.
-0.1%
-$399.08 
INTU Intuit Inc.
-0.07%
-$1,034.1 
TOL Toll Brothers Inc
-0.07%
-$418.1 
TSCO Tractor Supply Company
-0.03%
-$386.89 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$39.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$278.6 Events
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Dividends
Dividend Analysis
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| Trades 740 | Longs Won 392/740 52% | Profit Factor 2.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $688,561.02 |
| Average Win $200,736.4 | Best Trade (Jun 11) $11.1M | Sharpe Ratio -20.28 |
| Average Loss -$89,363.33 | Worst Trade (Sep 30) -$3.31M | Z-Score 2.94 (99.67%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 6d | Expectancy $64,311.12 |
| 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% | 0.55% |
| Consecutive Losing Trades | 2,041 | 1,837 | 1,633 | 1,429 | 1,224 | 1,020 | 816 | 612 | 408 | 204 |
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Returns
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Option values are updated at end of day.
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