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:
58.48%
Gain -0.63%
Monthly
1.01%
Yearly
12.86%
Drawdown
13.84%
$164.56M
Equity
Holdings
$164.56M
Investment
$121.45M
$49.03M
Profit -$872,458.81
Realized
$5.92M
Unrealized
$43.11M
Dividends
$9.15M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$872,458.81
Win %
71%
This Week
Compared To Last Week
Gain
0.2%
Profit
$334,463.67
Win %
71%
This Month
Compared to last month
Gain
2.18%
Profit
$3.51M
Win %
71%
This Year
Compared to last year
Gain
1.49%
Profit
$2.45M
Win %
72%
PANW Palo Alto Networks, Inc.
+6.68%
+$13,348.72 
CRWD CrowdStrike Holdings, Inc.
+6%
+$18,278.4 
MU Micron Technology Inc.
+3.46%
+$14,026.82 
AMD Advanced Micro Devices Inc.
+2.57%
+$5,324.4 
XOM ExxonMobil Holdings Corporation
+2.46%
+$105,194.46 
CVX Chevron Corporation
+2.4%
+$122,376.14 
TXN Texas Instruments Inc.
+2.12%
+$40,267.26 
INTC Intel Corporation
+1.94%
+$3,338.26 
EPD Enterprise Products Partners L.P.
+1.41%
+$3,451.01 
QCOM QUALCOMM Incorporated
+1.3%
+$2,766.4 
CSCO Cisco Systems, Inc.
+1.26%
+$10,796.28 
AVGO Broadcom Inc.
+1.16%
+$9,031.54 
APH Amphenol Corp. Class A Common Stock
+1.08%
+$3,709.84 
ORCL Oracle Corporation
+1.08%
+$7,667.94 
LMT Lockheed Martin Corporation
+0.87%
+$3,168.22 
MSFT Microsoft Corporation Common Stock
+0.82%
+$41,073.44 
QQQ Invesco QQQ Trust, Series 1
+0.57%
+$1,105.66 
HBAN HubSpot Inc.
+0.45%
+$2,661.68 
EMR Emerson Electric Co.
+0.4%
+$2,471.03 
MCHP Microchip Technology Inc.
+0.38%
+$945.63 
NVDA NVIDIA Corporation
+0.37%
+$9,618.84 
LRCX Lam Research Corp.
+0.31%
+$900.58 
IWF iShares Russell 1000 Growth ETF
+0.17%
+$362.46 
IEMG iShares Core MSCI Emerging Markets ETF
+0.17%
+$329.37 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$171.8 
HONA Honeywell Aerospace Inc.
+0.01%
+$30.64 
MUB iShares National Muni Bond ETF
+0.01%
+$451.51 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GL Globe Life Inc.
-6.25%
-$71,010 
GPC Genuine Parts Company
-3.6%
-$8,183.4 
CL Colgate-Palmolive Co.
-3.03%
-$11,663.39 
AXP American Express Company
-3.02%
-$25,243.44 
TGT Target Corp.
-2.81%
-$44,479.92 
HD The Home Depot, Inc.
-2.72%
-$22,916.49 
BKNG Booking Holdings Inc.
-2.55%
-$7,213.05 
LOW Lowe's Companies, Inc.
-2.54%
-$11,830 
BMY Bristol-Myers Squibb Company
-2.46%
-$45,424.3 
PG The Procter & Gamble Company
-2.45%
-$93,793.95 
CAT Caterpillar Inc.
-2.37%
-$125,966.26 
GE General Electric Company
-2.23%
-$25,052.64 
PEP PepsiCo, Inc.
-2.21%
-$16,574.93 
MRK Merck & Co., Inc.
-2.09%
-$44,136.54 
NSC Norfolk Southern Corp.
-2.03%
-$34,478.41 
KO The Coca-Cola Company
-2.02%
-$59,613.84 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.93%
-$13,013.28 
MCD McDonald's Corporation
-1.89%
-$11,558.04 
FDX FedEx Corp.
-1.87%
-$15,326.01 
LLY Eli Lilly and Company
-1.83%
-$25,408.26 
UNP Union Pacific Corp.
-1.69%
-$46,702.4 
BR Broadridge Financial Solutions, Inc.
-1.63%
-$6,817.5 
CSX CSX Corporation
-1.59%
-$6,227.9 
MA Mastercard Inc. Class A Common Stock
-1.55%
-$12,024.5 
MO Altria Group, Inc.
-1.52%
-$15,424.52 
JNJ Johnson & Johnson
-1.49%
-$102,775.28 
RTX RTX Corporation
-1.48%
-$9,112.32 
NOC Northrop Grumman Corporation
-1.43%
-$3,766.65 
PFE Pfizer Inc.
-1.41%
-$9,918.38 
DHR Danaher Corp.
-1.4%
-$2,994.93 
TJX The TJX Companies, Inc.
-1.37%
-$3,284.52 
JPM JPMorgan Chase & Co.
-1.35%
-$48,407.47 
A AgileThought, Inc. Class A Common Stock
-1.25%
-$7,420.72 
MMM 3M Company
-1.22%
-$7,023.48 
V Visa Inc. Class A
-1.21%
-$11,890.92 
ITW Illinois Tool Works Inc.
-1.09%
-$5,371.66 
TRV The Travelers Companies, Inc.
-1.06%
-$3,308.44 
BA The Boeing Company
-0.96%
-$4,656.6 
BDX Becton, Dickinson and Company
-0.95%
-$5,340.9 
COST Costco Wholesale Corp
-0.92%
-$7,705.52 
WMT Walmart Inc.
-0.9%
-$31,085.96 
BLK BlackRock, Inc.
-0.82%
-$3,915.32 
NFLX Netflix Inc.
-0.8%
-$2,268.4 
BAC Bank of America Corporation
-0.77%
-$2,398.44 
AVDV Avantis International Small Cap Value ETF
-0.71%
-$6,975.44 
MRSH Marsh & McLennan Companies, Inc.
-0.7%
-$8,660.36 
DUK Duke Energy Corporation
-0.67%
-$2,557.8 
EFA iShares MSCI EAFE ETF
-0.66%
-$5,719.06 
PAVE Global X U.S. Infrastructure Development ETF
-0.65%
-$3,733.2 
IAU iShares Gold Trust
-0.64%
-$5,460.61 
MDT Medtronic plc
-0.61%
-$1,649.64 
DIS The Walt Disney Company
-0.61%
-$2,256.99 
PM Philip Morris International Inc.
-0.61%
-$12,248.44 
AMZN Amazon.com Inc
-0.58%
-$11,073.65 
VBR Vanguard Small-Cap Value ETF
-0.51%
-$3,904 
ADP Automatic Data Processing Inc.
-0.49%
-$8,590.39 
VYM Vanguard High Dividend Yield ETF
-0.49%
-$5,272.34 
IJH iShares Core S&P Mid-Cap ETF
-0.48%
-$11,453.75 
QUAL iShares MSCI USA Quality Factor ETF
-0.47%
-$6,723.58 
NEE NextEra Energy Inc.
-0.47%
-$5,161.31 
WAT Waters Corporation
-0.47%
-$1,064.24 
VEA Vanguard FTSE Developed Markets ETF
-0.45%
-$11,353.44 
BNY Bank of New York Mellon Corp.
-0.44%
-$4,509.44 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.44%
-$1,073.52 
ABBV AbbVie Inc.
-0.42%
-$4,870.67 
DE Deere & Company
-0.41%
-$794.26 
UNH UnitedHealth Group Inc.
-0.4%
-$1,006.33 
GEV GE Vernova Inc.
-0.39%
-$3,090.94 
BRK-A Berkshire Hathaway Inc.
-0.37%
-$9,075 
USMV iShares MSCI USA Min Vol Factor ETF
-0.37%
-$2,280 
IJR iShares Core S&P Small-Cap ETF
-0.36%
-$2,997.44 
IWM iShares Russell 2000 ETF
-0.33%
-$1,418.42 
BRK-B Berkshire Hathaway Inc.
-0.28%
-$2,737.5 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.27%
-$626.38 
FALN iShares Fallen Angels USD Bond ETF
-0.25%
-$1,623.63 
META Meta Platforms Inc Class A
-0.24%
-$1,934.38 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.23%
-$920.62 
SPHY SPDR Portfolio High Yield Bond ETF
-0.2%
-$2,635.43 
VTI Vanguard Total Stock Market ETF
-0.18%
-$10,436.7 
TSLA Tesla, Inc.
-0.18%
-$418.28 
AAPL Apple Inc.
-0.17%
-$16,409.61 
GOOGL Alphabet Inc
-0.17%
-$5,320.7 
BND Vanguard Total Bond Market ETF
-0.17%
-$5,643.24 
SPY State Street SPDR S&P 500 ETF Trust
-0.16%
-$2,650.6 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.16%
-$969.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$4,610.16 
VLO Valero Energy Corporation
-0.16%
-$695.46 
VOO Vanguard S&P 500 ETF
-0.14%
-$939.99 
IVV iShares Core S&P 500 ETF
-0.14%
-$1,158.75 
SCHB Schwab U.S. Broad Market ETF
-0.14%
-$3,010 
VWO Vanguard FTSE Emerging Markets ETF
-0.13%
-$2,673.45 
GOOG Alphabet Inc
-0.13%
-$2,654.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.11%
-$1,058.14 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$2,220.99 
IBM International Business Machines Corporation
-0.07%
-$2,184.24 
LIN Linde plc
-0.07%
-$177.89 
IAGG iShares Core International Aggregate Bond ETF
-0.07%
-$1,305.08 
NTRS Northern Trust Corporation
-0.07%
-$220.02 
ETN Eaton Corporation plc
-0.04%
-$80.76 
ABT Abbott Laboratories
-0.03%
-$78.84 Events
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Dividends
Dividend Analysis
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| Trades 1170 | Longs Won 832/1170 71% | Profit Factor 12.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,513.03 |
| Average Win $64,241.38 | Best Trade (Oct 23) $3.58M | Sharpe Ratio -11.23 |
| Average Loss -$13,088 | Worst Trade (Oct 14) -$239,470.44 | Z-Score 9.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $41,901.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 3,404 | $409,743.95 | $584,500.84 | - | $174,756.89 | 42.65% | -1.254% |
| AAPL Apple Inc. | 26,901 | $5.33M | $9.35M | - | $4.02M | 75.28% | -0.175% |
| ABBV AbbVie Inc. | 4,093 | $804,475.65 | $1.16M | - | $357,936.35 | 44.49% | -0.417% |
| ABT Abbott Laboratories | 2,628 | $238,465.23 | $269,317.44 | - | $30,852.21 | 12.94% | -0.029% |
| ADP Automatic Data Processing Inc. | 5,689 | $1.26M | $1.74M | - | $486,377.41 | 38.7% | -0.49% |
| AGG iShares Core U.S. Aggregate Bond ETF | 29,743 | $2.83M | $2.85M | - | $24,960.86 | 0.88% | -0.161% |
| AMD Advanced Micro Devices Inc. | 408 | $237,011.8 | $212,559.84 | - | -$24,451.96 | -10.32% | +2.569% |
| AMZN Amazon.com Inc | 7,637 | $1.24M | $1.9M | - | $661,800.35 | 53.4% | -0.579% |
| APH Amphenol Corp. Class A Common Stock | 4,696 | $145,284.85 | $346,846.56 | - | $201,561.71 | 138.74% | +1.081% |
| AVDV Avantis International Small Cap Value ETF | 9,239 | $710,728.66 | $970,048.8 | - | $259,320.14 | 36.49% | -0.714% |
| AVGO Broadcom Inc. | 2,402 | $505,744.57 | $785,454 | - | $279,709.43 | 55.31% | +1.163% |
| AXP American Express Company | 2,568 | $453,976.95 | $809,805.96 | - | $355,829.01 | 78.38% | -3.023% |
| BA The Boeing Company | 2,587 | $554,804.85 | $480,535.25 | - | -$74,269.6 | -13.39% | -0.96% |
| BAC Bank of America Corporation | 6,072 | $345,364.1 | $307,759.32 | - | -$37,604.78 | -10.89% | -0.773% |
| BDX Becton, Dickinson and Company | 2,811 | $583,437.1 | $558,039.72 | - | -$25,397.38 | -4.35% | -0.948% |
| BKNG Booking Holdings Inc. | 1,755 | $227,851.67 | $275,517.45 | - | $47,665.78 | 20.92% | -2.551% |
| BLK BlackRock, Inc. | 421 | $430,029.33 | $474,883.79 | - | $44,854.46 | 10.43% | -0.818% |
| BMY Bristol-Myers Squibb Company | 29,306 | $1.87M | $1.8M | - | -$73,045.18 | -3.9% | -2.46% |
| BND Vanguard Total Bond Market ETF | 47,027 | $3.44M | $3.35M | - | -$85,633.41 | -2.49% | -0.168% |
| BNY Bank of New York Mellon Corp. | 7,046 | $314,101.85 | $1.02M | - | $705,313.43 | 224.55% | -0.44% |
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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: ExxonMobil Holdings Corporation - $1.13M, iShares Core U.S. Aggregate Bond ETF - $778,116.16, Johnson & Johnson - $720,304.98, NVIDIA Corporation - $630,364.62, and Chevron Corporation - $572,148.89. 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. Class B Common Stock - $131,632.24, The Boeing Company - $129,407.67, 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 $9.15M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $634,465.41, Chevron Corporation - $513,390.39, iShares National Muni Bond ETF - $459,052.08, Johnson & Johnson - $442,668.74, and Vanguard Total Bond Market ETF - $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.
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