LHS
Lori H. Snead Portfolio
Invests via MontVue Capital Management, Inc. | Managed by Sarah U. Burnett, Anne M. Umbarger
Invests via MontVue Capital Management, Inc.
Managed by Sarah U. Burnett, Anne M. Umbarger
Automatically Tracked
Lori H. Snead Profile
Veteran corporate executive and board director focused on strategic finance, governance and growth initiatives across middle-market companies. Lori H. Snead is a corporate finance executive and board director with experience in strategic planning, M&A and investor relations. Relevant to investors assessing leadership, governance quality and capital allocation discipline.
Veteran corporate executive and board director focused on strategic finance, governance and growth initiatives across middle-market companies. Lori H. Snead is a corporate finance executive and board director with experience in strategic planning, M&A and investor relations. Relevant to investors assessing leadership, governance quality and capital allocation discipline.
Investment Philosophy & Strategy
Applies a governance-first, capital-efficient investment approach favoring middle-market companies undergoing strategic transformation. Focuses on disciplined capital allocation, rigorous cash-flow analysis and buy-and-build or carve-out situations where operational improvements and governance upgrades drive value. Prefers control or influential minority positions with clear board oversight, staged capital deployment linked to milestones, and conservative leverage. Time horizon is medium to long-term, emphasizing downside protection, measurable KPI improvements, and exit options via strategic sale or recapitalization.
Applies a governance-first, capital-efficient investment approach favoring middle-market companies undergoing strategic transformation. Focuses on disciplined capital allocation, rigorous cash-flow analysis and buy-and-build or carve-out situations where operational improvements and governance upgrades drive value. Prefers control or influential minority positions with clear board oversight, staged capital deployment linked to milestones, and conservative leverage. Time horizon is medium to long-term, emphasizing downside protection, measurable KPI improvements, and exit options via strategic sale or recapitalization.
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:
58.83%
Gain -0.65%
Monthly
1.45%
Yearly
18.93%
Drawdown
18.53%
$175.27M
Equity
Holdings
$175.27M
Investment
$120.01M
$59.08M
Profit -$981,250.18
Realized
$3.82M
Unrealized
$55.26M
Dividends
$5.84M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.65%
Profit
-$981,250.18
Win %
92%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$1.25M
Win %
92%
This Month
Compared to last month
Gain
-0.56%
Profit
-$981,250.18
Win %
92%
This Year
Compared to last year
Gain
1.12%
Profit
$1.93M
Win %
93%
AMZN Amazon.com Inc
+15.32%
+$53,470.55 
GOOG Alphabet Inc
+6.88%
+$24,899.48 
GOOGL Alphabet Inc
+6.73%
+$35,592.48 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$100,987.69 
META Meta Platforms Inc Class A
+3.28%
+$22,807.19 
MSFT Microsoft Corp.
+3.02%
+$25,837.12 
NVDA NVIDIA Corporation
+2.93%
+$5,881.31 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$44,458.47 
CVX Chevron Corporation
+2.35%
+$6,590.16 
GLW Corning Incorporated
+2.24%
+$2,854.26 
CSCO Cisco Systems, Inc.
+2.14%
+$4,821.12 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$29,177.82 
VZ Verizon Communications Inc.
+1.52%
+$4,407.2 
GE General Electric Company
+1.42%
+$4,682.93 
KLAC KLA Corporation
+1.38%
+$1,842.61 
VOX Vanguard Communication Services ETF
+1.12%
+$23,225.55 
VDE Vanguard Energy ETF
+1.02%
+$8,713.64 
XLE Energy Select Sector SPDR Fund
+1%
+$9,255.92 
IBM International Business Machines Corporation
+0.86%
+$1,480.23 
GEV GE Vernova Inc.
+0.85%
+$1,902.99 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$26,856.9 
TSLA Tesla, Inc.
+0.76%
+$6,251.59 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,725.9 
TRGP Targa Resources Corp.
+0.76%
+$2,854.18 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,840.15 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,443.68 
VIS Vanguard Industrials ETF
+0.72%
+$11,256.91 
VOO Vanguard S&P 500 ETF
+0.71%
+$17,816.91 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,091.83 
CAT Caterpillar Inc.
+0.7%
+$2,262.33 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,873.92 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$10,268.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$178,787.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$108,515.84 
EXI iShares Global Industrials ETF
+0.52%
+$1,070.98 
RTX RTX Corporation
+0.39%
+$1,024.8 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,545.66 
BAC Bank of America Corporation
+0.36%
+$978.78 
JPM JPMorgan Chase & Co.
+0.27%
+$2,162.94 
VT Vanguard Total World Stock ETF
+0.26%
+$1,079.94 
JNJ Johnson & Johnson
+0.21%
+$515.69 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.02%
+$162.1 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$325.53 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$109,702.48 
VAW Vanguard Materials ETF
-2.38%
-$8,454.51 
XLB Materials Select Sector SPDR Fund
-2.34%
-$18,211.71 
BOTJ Bank of the James Financial Group, Inc.
-2.06%
-$7,579.28 
TJX The TJX Companies, Inc.
-1.21%
-$2,568.95 
VHT Vanguard Health Care ETF
-0.76%
-$16,955.57 
VPU Vanguard Utilities ETF
-0.71%
-$2,743.12 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,301 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,679.1 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,292.38 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,574.64 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,560.24 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$18,745.25 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,624.4 
COF Capital One Financial Corporation
-0.54%
-$2,023.84 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$2,929.74 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$6,753.13 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$4,557.17 
VGT Vanguard Information Technology ETF
-0.38%
-$21,190.4 
TFC Truist Financial Corporation
-0.33%
-$6,383.95 
VXF Vanguard Extended Market ETF
-0.3%
-$18,300.96 
FBND Fidelity Total Bond ETF
-0.27%
-$1,401.96 
VTV Vanguard Value ETF
-0.27%
-$697.96 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$3,199.3 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$26,742.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$25,023.96 
IXN iShares Global Tech ETF
-0.21%
-$1,240.21 
IXUS iShares Core International Stock ETF
-0.15%
-$30,911.3 
IXG iShares Global Financials ETF
-0.14%
-$469.3 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$3,538.75 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,103.15 
XLF Financial Select Sector SPDR Fund
-0.1%
-$3,749.58 
VO Vanguard Mid-Cap ETF
-0.05%
-$251.36 
V Visa Inc. Class A
-0.04%
-$394.35 Events
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Dividends
Dividend Analysis
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| Trades 474 | Longs Won 429/474 90% | Profit Factor 92.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $718,147.32 |
| Average Win $139,219.59 | Best Trade (Aug 14) $10.34M | Sharpe Ratio -9.72 |
| Average Loss -$14,304.34 | Worst Trade (Sep 01) -$113,887.47 | Z-Score 41.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $124,644.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,474 | $1.09M | $1.38M | - | $293,876.23 | 27.01% | -7.354% |
| AMZN Amazon.com Inc | 1,482 | $334,137.54 | $402,481.55 | - | $68,344.01 | 20.45% | +15.321% |
| BAC Bank of America Corporation | 4,449 | $217,094.51 | $275,615.55 | - | $58,521.04 | 26.96% | +0.356% |
| BOTJ Bank of the James Financial Group, Inc. | 13,297 | $173,498.14 | $359,550.89 | - | $186,052.75 | 107.24% | -2.064% |
| BRK-B Berkshire Hathaway Inc. | 831 | $299,991.15 | $425,089.74 | - | $125,098.59 | 41.7% | +0.365% |
| CAT Caterpillar Inc. | 399 | $424,896 | $325,109.19 | - | -$99,786.81 | -23.48% | +0.701% |
| COF Capital One Financial Corporation | 1,791 | $343,927.85 | $374,336.9 | - | $30,409.05 | 8.84% | -0.538% |
| CSCO Cisco Systems, Inc. | 1,984 | $233,041 | $230,124.16 | - | -$2,916.84 | -1.25% | +2.14% |
| CVX Chevron Corporation | 1,458 | $296,391 | $286,978.14 | - | -$9,412.86 | -3.18% | +2.35% |
| DJP iPath Bloomberg Commodity Index Total Return ETN | 16,210 | $511,551.93 | $768,029.8 | - | $256,477.87 | 50.14% | +0.021% |
| EFA iShares MSCI EAFE ETF | 2,364 | $211,318 | $249,591.12 | - | $38,273.12 | 18.11% | -0.621% |
| ESGU iShares ESG Aware MSCI USA ETF | 1,819 | $190,849.34 | $297,679.33 | - | $106,829.99 | 55.98% | +0.708% |
| EXI iShares Global Industrials ETF | 1,050 | $210,525 | $208,172.99 | - | -$2,352.01 | -1.12% | +0.517% |
| FBND Fidelity Total Bond ETF | 11,683 | $537,896.11 | $522,463.76 | - | -$15,432.35 | -2.87% | -0.268% |
| GE General Electric Company | 931 | $242,578.78 | $335,225.18 | - | $92,646.4 | 38.19% | +1.417% |
| GEV GE Vernova Inc. | 229 | $269,043 | $226,776.41 | - | -$42,266.59 | -15.71% | +0.846% |
| GLW Corning Incorporated | 942 | $240,616 | $130,231.5 | - | -$110,384.5 | -45.88% | +2.241% |
| GOOG Alphabet Inc | 1,084 | $201,036.23 | $386,608.59 | - | $185,572.36 | 92.31% | +6.884% |
| GOOGL Alphabet Inc | 1,584 | $288,525.98 | $564,109.92 | - | $275,583.94 | 95.51% | +6.734% |
| GS The Goldman Sachs Group, Inc. | 243 | $171,983.81 | $247,466.34 | - | $75,482.53 | 43.89% | -0.632% |
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FAQ
Which stocks have generated the highest profits for Lori H. Snead?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core International Stock ETF - $1.71M, iShares Core S&P Total U.S. Stock Market ETF - $1.15M, VANGUARD TOTAL STOCK MKT ETF - $1.05M, Vanguard Total International Stock Index Fund Investor Shares - $717,058.47, and State Street Technology Select Sector SPDR ETF - $686,586.72. 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: Amazon.com Inc - $38,690.02, Novo Nordisk A/S Sponsored ADR - $25,278.69, Hess Corporation - $21,603, and Nucor Corporation - $11,520. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lori H. Snead's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.84M earned over time. The largest contributors to dividend income include iShares Core International Stock ETF - $1.39M, iShares Core S&P Total U.S. Stock Market ETF - $713,426.36, Vanguard Total International Stock Index Fund Investor Shares - $655,128.55, VANGUARD TOTAL STOCK MKT ETF - $549,830.8, and Vanguard Ultra-Short Bond ETF - $205,606.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lori H. Snead's monthly returns?
Lori H. Snead's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lori H. Snead's strategy be considered aggressive or moderate?
Lori H. Snead'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 Lori H. Snead's strategy?
Lori H. Snead'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.
