RENEE PILKENTON Portfolio
Invests via Exchange Bank | Managed by Renee Pilkenton
Invests via Exchange Bank
Managed by Renee Pilkenton
Automatically Tracked
RENEE PILKENTON Profile
Veteran healthcare executive and investor with experience across public and private markets, Renee Pilkenton focuses on commercial strategy, corporate development and governance for biopharma and medtech companies. Background blends operating leadership with transaction oversight, board service and capital-raising advisory; frequently engages with PE and VC investors on go-to-market and licensing outcomes.
Veteran healthcare executive and investor with experience across public and private markets, Renee Pilkenton focuses on commercial strategy, corporate development and governance for biopharma and medtech companies. Background blends operating leadership with transaction oversight, board service and capital-raising advisory; frequently engages with PE and VC investors on go-to-market and licensing outcomes.
Investment Philosophy & Strategy
Combines healthcare operating experience with investor discipline to back commercially-driven biopharma and medtech opportunities. Prioritizes companies with clear go‑to‑market pathways, durable reimbursement or licensing optionality, and measurable commercial milestones. Prefers stage-flexible capital deployment that de-risks through governance, board engagement and pragmatic corporate development—often partnering with PE/VC to bridge technical value into scalable revenue. Time horizon is medium-to-long, with strict milestone-based risk controls and focus on return via commercialization or strategic exit.
Combines healthcare operating experience with investor discipline to back commercially-driven biopharma and medtech opportunities. Prioritizes companies with clear go‑to‑market pathways, durable reimbursement or licensing optionality, and measurable commercial milestones. Prefers stage-flexible capital deployment that de-risks through governance, board engagement and pragmatic corporate development—often partnering with PE/VC to bridge technical value into scalable revenue. Time horizon is medium-to-long, with strict milestone-based risk controls and focus on return via commercialization or strategic exit.
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:
48.46%
Gain +0.01%
Monthly
1.03%
Yearly
13.13%
Drawdown
13.83%
$162.54M
Equity
Holdings
$162.54M
Investment
$118.85M
$47.96M
Profit +$26,067.33
Realized
$4.27M
Unrealized
$43.69M
Dividends
$8.83M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$26,067.33
Win %
70%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.68M
Win %
70%
This Month
Compared to last month
Gain
-0.76%
Profit
-$1.25M
Win %
70%
This Year
Compared to last year
Gain
1.21%
Profit
$1.95M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$277,635.52 
ETN Eaton Corporation plc
+7.32%
+$15,910.22 
GOOG Alphabet Inc
+6.88%
+$146,916.12 
GOOGL Alphabet Inc
+6.73%
+$223,306.86 
META Meta Platforms Inc Class A
+3.28%
+$22,400.55 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$7,219.2 
MSFT Microsoft Corp.
+3.02%
+$131,609.96 
NVDA NVIDIA Corporation
+2.93%
+$70,655.63 
CVX Chevron Corporation
+2.35%
+$99,842.28 
CSCO Cisco Systems, Inc.
+2.14%
+$20,229.75 
ORCL Oracle Corporation
+1.81%
+$13,243.23 
LMT Lockheed Martin Corporation
+1.5%
+$4,746.5 
NOC Northrop Grumman Corporation
+1.43%
+$3,647.14 
GE General Electric Company
+1.42%
+$19,209.56 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.27%
+$2,998.62 
HONA Honeywell Aerospace Inc.
+1.18%
+$4,552.02 
ITW Illinois Tool Works Inc.
+1.15%
+$5,742.75 
ADP Automatic Data Processing Inc.
+0.98%
+$14,734.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$17,458 
UNP Union Pacific Corporation
+0.92%
+$25,007.31 
IBM International Business Machines Corporation
+0.86%
+$21,932.3 
GEV GE Vernova Inc.
+0.85%
+$7,944.36 
MCD McDonald's Corporation
+0.82%
+$5,405.42 
EMR Emerson Electric Co.
+0.79%
+$4,551.3 
TSLA Tesla, Inc.
+0.76%
+$1,500.95 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,822.82 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,787.14 
CAT Caterpillar Inc.
+0.7%
+$42,366.17 
BMY Bristol-Myers Squibb Company
+0.69%
+$13,187.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,961.28 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,265.4 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$12,864.92 
MO Altria Group, Inc.
+0.57%
+$5,185.83 
APH Amphenol Corporation
+0.55%
+$1,969.42 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$25,930.04 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,426.79 
NSC Norfolk Southern Corporation
+0.46%
+$7,867.9 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$2,832.46 
CSX CSX Corporation
+0.42%
+$1,642.2 
PFE Pfizer Inc.
+0.4%
+$2,302 
RTX RTX Corporation
+0.39%
+$2,657.76 
VLO Valero Energy Corporation
+0.38%
+$1,235.22 
AVGO Broadcom Inc.
+0.37%
+$3,574.08 
PG Procter & Gamble Co
+0.37%
+$12,286.46 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,403.8 
BAC Bank of America Corporation
+0.36%
+$1,282.6 
MRK Merck & Co., Inc.
+0.32%
+$5,886.51 
JPM JPMorgan Chase & Co.
+0.27%
+$10,206.52 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$4,829.97 
JNJ Johnson & Johnson
+0.21%
+$14,204 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,807.65 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,838.49 
MMM 3M Company
+0.12%
+$707.26 
BDX Becton, Dickinson and Company
+0.1%
+$482.29 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$540 
WMT Walmart Inc.
+0.09%
+$2,834.06 
ABT Abbott Laboratories
+0.09%
+$268.47 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$503.95 
DIS The Walt Disney Company
+0.03%
+$98.58 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$73.95 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CTVA Corteva Inc.
-11.9%
-$26,404.92 
AAPL Apple Inc.
-7.35%
-$691,414.96 
LIN Linde plc
-5.95%
-$15,614.17 
MU Micron Technology, Inc.
-5.9%
-$24,575.85 
ES Eversource Energy
-3.05%
-$6,511.5 
QCOM QUALCOMM Incorporated
-2.63%
-$4,927.66 
ABBV AbbVie Inc.
-2.51%
-$26,818.15 
BA Boeing Company
-2.15%
-$12,361.69 
NFLX Netflix, Inc.
-2%
-$6,205 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,853.09 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,407.74 
LRCX Lam Research Corporation
-1.58%
-$6,448.42 
IAU iShares Gold Trust
-1.46%
-$12,749.79 
MDLZ Mondelez International, Inc.
-1.22%
-$8,145.08 
TJX The TJX Companies, Inc.
-1.21%
-$3,121.9 
NEE NextEra Energy, Inc.
-1.15%
-$13,823.87 
DE Deere & Company
-1.13%
-$2,278 
TXN Texas Instruments Inc
-1.08%
-$20,472.72 
LOW Lowe's Companies Inc.
-1.08%
-$5,266.4 
INTC Intel Corporation
-1.02%
-$2,155.74 
KO The Coca-Cola Company
-1.02%
-$27,882.9 
XOM Exxon Mobil Corporation
-0.97%
-$37,079.55 
MCHP Microchip Technology Incorporated
-0.96%
-$2,388.97 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$11,218.42 
MA Mastercard Incorporated
-0.74%
-$5,338.01 
BLK BlackRock, Inc.
-0.73%
-$3,479.28 
DUK Duke Energy Corporation
-0.67%
-$2,557.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$14,674.69 
EFA iShares MSCI EAFE ETF
-0.62%
-$5,241.06 
PM Philip Morris International Inc.
-0.61%
-$11,815.24 
COF Capital One Financial Corporation
-0.54%
-$1,163.91 
LLY Eli Lilly and Company
-0.53%
-$6,687.83 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,845 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$4,189.5 
IWM iShares Russell 2000 ETF
-0.47%
-$2,190.62 
PEP PepsiCo, Inc.
-0.46%
-$3,057.92 
TRV The Travelers Companies, Inc.
-0.43%
-$1,259.99 
HD The Home Depot, Inc.
-0.42%
-$3,733.59 
GL Globe Life Inc.
-0.4%
-$4,927.5 
AXP American Express Company
-0.38%
-$3,261.33 
FDX FedEx Corporation
-0.37%
-$3,108.45 
MDT Medtronic plc
-0.37%
-$894.72 
GPC Genuine Parts Company
-0.37%
-$818.34 
CL Colgate-Palmolive Company
-0.33%
-$1,184.1 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,764.89 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$9,254.5 
A Agilent Technologies Inc.
-0.24%
-$1,157.39 
COST Costco Wholesale Corporation
-0.24%
-$1,883.26 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,520.92 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$462.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,339.68 
EPD Enterprise Products Partners L.P.
-0.18%
-$469.08 
BKNG Booking Holdings Inc.
-0.18%
-$629.04 
NTRS Northern Trust Corporation
-0.17%
-$639.98 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$2,758.88 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$460.32 
MUB iShares National Muni Bond ETF
-0.11%
-$5,140.56 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$749.37 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$2,628.88 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$214.75 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$456.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,355.75 
VO Vanguard Mid-Cap ETF
-0.05%
-$102.72 
V Visa Inc. Class A
-0.04%
-$337.24 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$385.48 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$236.54 
TGT Target Corporation
-0.01%
-$200.16 Events
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Dividends
Dividend Analysis
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| Trades 1078 | Longs Won 760/1078 70% | Profit Factor 11.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $231,260.99 |
| Average Win $68,899.89 | Best Trade (Aug 06) $4.23M | Sharpe Ratio -11.64 |
| Average Loss -$13,837.99 | Worst Trade (Aug 02) -$228,189.32 | Z-Score 8.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $44,492.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,404 | $409,743.95 | $471,011.48 | - | $61,267.53 | 14.95% | -0.245% |
| AAPL Apple Inc. | 28,198 | $5.59M | $8.71M | - | $3.12M | 55.93% | -7.354% |
| ABBV AbbVie Inc. | 4,145 | $811,481.6 | $1.04M | - | $228,664.7 | 28.18% | -2.513% |
| ABT Abbott Laboratories | 2,983 | $270,678 | $315,303.1 | - | $44,625.1 | 16.49% | +0.085% |
| ADP Automatic Data Processing Inc. | 5,689 | $1.26M | $1.52M | - | $258,988.02 | 20.61% | +0.982% |
| AGG iShares Core U.S. Aggregate Bond ETF | 37,018 | $3.51M | $3.6M | - | $90,975.27 | 2.59% | -0.256% |
| AMD Advanced Micro Devices, Inc. | 417 | $242,240 | $198,554.55 | - | -$43,685.45 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 7,695 | $1.25M | $2.09M | - | $842,969.08 | 67.61% | +15.321% |
| APH Amphenol Corporation | 8,952 | $276,956.98 | $359,646.6 | - | $82,689.62 | 29.86% | +0.551% |
| AVDV Avantis International Small Cap Value ETF | 8,379 | $616,661.66 | $876,778.56 | - | $260,116.9 | 42.18% | -0.476% |
| AVGO Broadcom Inc. | 2,482 | $512,684.01 | $966,192.96 | - | $453,508.95 | 88.46% | +0.371% |
| AXP American Express Company | 2,568 | $453,976.95 | $863,490 | - | $409,513.05 | 90.21% | -0.376% |
| BA Boeing Company | 2,597 | $556,900.14 | $561,315.58 | - | $4,415.44 | 0.79% | -2.155% |
| BAC Bank of America Corporation | 5,830 | $332,192 | $361,168.5 | - | $28,976.5 | 8.72% | +0.356% |
| BDX Becton, Dickinson and Company | 2,837 | $588,833.53 | $469,863.94 | - | -$118,969.59 | -20.2% | +0.103% |
| BKNG Booking Holdings Inc. | 1,850 | $239,570.77 | $356,864.98 | - | $117,294.21 | 48.96% | -0.176% |
| BLK BlackRock, Inc. | 436 | $445,406 | $475,410.04 | - | $30,004.04 | 6.74% | -0.727% |
| BMY Bristol-Myers Squibb Company | 29,306 | $1.87M | $1.91M | - | $40,075.98 | 2.14% | +0.694% |
| BND Vanguard Total Bond Market Index Fund | 46,131 | $3.37M | $3.33M | - | -$40,940.38 | -1.21% | -0.262% |
| BNY BlackRock New York Municipal Income Trust | 7,354 | $327,814 | $1.15M | - | $821,836.82 | 250.7% | +0.16% |
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FAQ
Which stocks have generated the highest profits for RENEE PILKENTON?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core U.S. Aggregate Bond ETF - $774,476.99, Johnson & Johnson - $623,366.74, NVIDIA Corporation - $619,455.84, Chevron Corporation - $572,148.89, and iShares National Muni Bond ETF - $542,298.35. 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: Adobe Inc - $235,649.58, United Parcel Service, Inc - $131,632.24, Boeing Company - $129,172.88, ServiceNow, Inc - $124,554.12, and Salesforce Inc - $93,144.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does RENEE PILKENTON's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.83M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $634,463.19, Chevron Corporation - $513,390.39, iShares National Muni Bond ETF - $446,447.88, Johnson & Johnson - $442,668.74, and Vanguard Total Bond Market Index Fund - $366,709.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are RENEE PILKENTON's monthly returns?
RENEE PILKENTON's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can RENEE PILKENTON's strategy be considered aggressive or moderate?
RENEE PILKENTON's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow RENEE PILKENTON's strategy?
RENEE PILKENTON's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
