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:
57.53%
Gain +0.13%
Monthly
1.37%
Yearly
17.7%
Drawdown
18.53%
$174.07M
Equity
Holdings
$174.07M
Investment
$120.01M
$57.88M
Profit +$194,891.29
Realized
$3.82M
Unrealized
$54.06M
Dividends
$6.22M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$194,891.29
Win %
89%
This Week
Compared To Last Week
Gain
-1.25%
Profit
-$2.2M
Win %
89%
This Month
Compared to last month
Gain
0.27%
Profit
$461,643.24
Win %
89%
This Year
Compared to last year
Gain
0.42%
Profit
$727,767.96
Win %
90%
V Visa Inc. Class A
+2.73%
+$30,057.39 
COF Capital One Financial Corporation
+2.71%
+$9,420.66 
XLV Health Care Select Sector SPDR Fund
+2.38%
+$80,003.57 
VHT Vanguard Health Care ETF
+2.28%
+$53,294.33 
TFC Truist Financial Corporation
+2.13%
+$36,426.41 
IBM International Business Machines Corporation
+1.92%
+$3,386.75 
XLB Materials Select Sector SPDR Fund
+1.69%
+$12,642.84 
VCR Vanguard Consumer Discretionary ETF
+1.61%
+$25,912.62 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.47%
+$44,762.16 
XLC Communication Services Select Sector SPDR Fund
+1.44%
+$28,035.31 
TJX The TJX Companies, Inc.
+1.42%
+$2,716.14 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.32%
+$32,593.75 
VAW Vanguard Materials ETF
+1.31%
+$4,507.52 
XLF Financial Select Sector SPDR Fund
+1.24%
+$42,182.78 
VDC VANGUARD CONSUMER STAPLES ETF
+1.21%
+$13,719.84 
XLP Consumer Staples Select Sector SPDR Fund
+1.15%
+$15,837.82 
VOX Vanguard Communication Services ETF
+1.11%
+$24,496.6 
VNQ Vanguard Real Estate ETF
+1.09%
+$4,787.1 
MSFT Microsoft Corp.
+1.06%
+$10,737.02 
XLRE The Real Estate Select Sector SPDR Fund
+1.06%
+$5,604.72 
IXG iShares Global Financials ETF
+0.98%
+$3,087.5 
GE General Electric Company
+0.75%
+$2,131.99 
FBND Fidelity Total Bond ETF
+0.68%
+$3,446.49 
VTV Vanguard Value ETF
+0.67%
+$1,750.84 
EFA iShares MSCI EAFE ETF
+0.67%
+$1,619.34 
VZ Verizon Communications Inc.
+0.61%
+$1,699.92 
BAC Bank of America Corporation
+0.59%
+$1,356.94 
VXF Vanguard Extended Market ETF
+0.59%
+$34,668.72 
IEFA iShares Core MSCI EAFE ETF
+0.57%
+$2,874.3 
MDY SPDR S&P MidCap 400 ETF Trust
+0.56%
+$4,697.94 
VO Vanguard Mid-Cap ETF
+0.56%
+$2,796.38 
GS The Goldman Sachs Group, Inc.
+0.54%
+$1,154.25 
GOOGL Alphabet Inc
+0.47%
+$2,566.06 
GOOG Alphabet Inc
+0.42%
+$1,566.39 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$1,263.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.23%
+$3,295.04 
EXI iShares Global Industrials ETF
+0.14%
+$278.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.12%
+$26,289.92 
VEU Vanguard FTSE All-World ex-US ETF
+0.11%
+$1,599.66 
VT Vanguard Total World Stock ETF
+0.1%
+$408.27 
ESGU iShares ESG Aware MSCI USA ETF
+0.08%
+$236.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.06%
+$19,554.67 
IXUS iShares Core International Stock ETF
+0.05%
+$9,935.77 
META Meta Platforms Inc Class A
+0.04%
+$341.88 
IVV iShares Core S&P 500 ETF
+0.04%
+$100.64 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$600.04 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$325.53 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$2,085.33 
VOO Vanguard S&P 500 ETF
0%
+$18.37 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-4.73%
-$6,273.72 
CSCO Cisco Systems, Inc.
-4%
-$9,027.2 
KLAC KLA Corporation
-3.94%
-$5,209.6 
TRGP Targa Resources Corp.
-3.39%
-$13,863.16 
GEV GE Vernova Inc.
-3.19%
-$6,876.87 
CAT Caterpillar Inc.
-3.1%
-$9,260.79 
NVDA NVIDIA Corporation
-1.94%
-$4,429 
TSLA Tesla, Inc.
-1.9%
-$18,490.02 
IXN iShares Global Tech ETF
-1.61%
-$10,186.7 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$199,870.68 
XLE Energy Select Sector SPDR Fund
-1.46%
-$15,452.68 
VDE Vanguard Energy ETF
-1.42%
-$13,792.3 
VGT Vanguard Information Technology ETF
-1.29%
-$77,862.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.16%
-$3,006.69 
CVX Chevron Corporation
-1.06%
-$3,433.58 
IWF iShares Russell 1000 Growth ETF
-0.54%
-$3,570.44 
RTX RTX Corporation
-0.48%
-$1,091.9 
JPM JPMorgan Chase & Co.
-0.37%
-$2,876.25 
VPU Vanguard Utilities ETF
-0.2%
-$746.29 
XLU Utilities Select Sector SPDR Fund
-0.2%
-$1,453.5 
XLI Industrial Select Sector SPDR Fund
-0.17%
-$5,186.35 
VIS Vanguard Industrials ETF
-0.14%
-$2,082.08 
BOTJ Bank of the James Financial Group, Inc.
-0.11%
-$398.91 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.1%
-$891.55 
AMZN Amazon.com Inc
-0.1%
-$370.5 
JNJ Johnson & Johnson
-0.07%
-$184.87 
AAPL Apple Inc.
-0.07%
-$1,051.35 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.01%
-$132.17 Events
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Dividends
Dividend Analysis
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| Trades 474 | Longs Won 423/474 89% | Profit Factor 71.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $712,130.83 |
| Average Win $138,754.51 | Best Trade (Oct 15) $9.83M | Sharpe Ratio -10.99 |
| Average Loss -$16,007.33 | Worst Trade (Oct 14) -$163,919.39 | Z-Score 31.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1d | Expectancy $122,102.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,474 | $1.09M | $1.53M | - | $445,164.54 | 40.91% | -0.069% |
| AMZN Amazon.com Inc | 1,482 | $334,137.54 | $376,176.06 | - | $42,038.52 | 12.58% | -0.098% |
| BAC Bank of America Corporation | 4,449 | $217,094.51 | $229,991.05 | - | $12,896.54 | 5.94% | +0.594% |
| BOTJ Bank of the James Financial Group, Inc. | 13,297 | $173,498.14 | $358,886.03 | - | $185,387.89 | 106.85% | -0.111% |
| BRK-B Berkshire Hathaway Inc. | 831 | $299,991.15 | $438,659.97 | - | $138,668.82 | 46.22% | +0.289% |
| CAT Caterpillar Inc. | 399 | $424,896 | $289,582.23 | - | -$135,313.77 | -31.85% | -3.099% |
| COF Capital One Financial Corporation | 1,791 | $343,927.85 | $357,501.51 | - | $13,573.66 | 3.95% | +2.706% |
| CSCO Cisco Systems, Inc. | 1,984 | $233,041 | $216,434.56 | - | -$16,606.44 | -7.13% | -4.004% |
| CVX Chevron Corporation | 1,458 | $296,391 | $320,300.73 | - | $23,909.73 | 8.07% | -1.061% |
| DJP iPath Bloomberg Commodity Index Total Return ETN | 16,210 | $511,551.93 | $850,295.55 | - | $338,743.62 | 66.22% | -0.105% |
| EFA iShares MSCI EAFE ETF | 2,364 | $211,318 | $244,520.34 | - | $33,202.34 | 15.71% | +0.667% |
| ESGU iShares ESG Aware MSCI USA ETF | 1,819 | $190,849.34 | $305,937.61 | - | $115,088.27 | 60.3% | +0.077% |
| EXI iShares Global Industrials ETF | 1,050 | $210,525 | $196,901.25 | - | -$13,623.75 | -6.47% | +0.142% |
| FBND Fidelity Total Bond ETF | 11,683 | $537,896.11 | $512,124.3 | - | -$25,771.81 | -4.79% | +0.678% |
| GE General Electric Company | 931 | $242,578.78 | $287,967.61 | - | $45,388.83 | 18.71% | +0.746% |
| GEV GE Vernova Inc. | 229 | $269,043 | $208,790.75 | - | -$60,252.25 | -22.4% | -3.189% |
| GLW Corning Incorporated | 942 | $240,616 | $126,444.66 | - | -$114,171.34 | -47.45% | -4.727% |
| GOOG Alphabet Inc | 1,084 | $201,036.23 | $374,082.98 | - | $173,046.75 | 86.08% | +0.42% |
| GOOGL Alphabet Inc | 1,584 | $288,525.98 | $553,227.84 | - | $264,701.86 | 91.74% | +0.466% |
| GS The Goldman Sachs Group, Inc. | 243 | $171,983.81 | $214,683.21 | - | $42,699.4 | 24.83% | +0.541% |
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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 - $1.23M, VANGUARD TOTAL STOCK MKT ETF - $1.1M, Vanguard Total International Stock Index Fund Investor Shares - $738,773.71, and State Street Technology Select Sector SPDR ETF - $702,140.04. 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 $6.22M 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 - $797,729.36, Vanguard Total International Stock Index Fund Investor Shares - $676,843.79, VANGUARD TOTAL STOCK MKT ETF - $603,277.65, and Vanguard Ultra-Short Bond ETF - $217,175.75. 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.
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