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:
2.93%
Gain
Monthly
0.09%
Yearly
1.14%
Drawdown
34.81%
$166.4M
Equity
Holdings
$166.4M
Investment
$113.2M
$56.28M
Profit -$843,371.17
Realized
$3.08M
Unrealized
$53.2M
Dividends
$5.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$843,371.17
Win %
95%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$1.23M
Win %
95%
This Month
Compared to last month
Gain
-0.48%
Profit
-$806,110.84
Win %
95%
This Year
Compared to last year
Gain
13.66%
Profit
$20M
Win %
95%
BOTJ Bank of the James Financial Group, Inc.
+3.68%
+$12,088.56 
VZ Verizon Communications Inc.
+2.7%
+$7,271.88 
TJX The TJX Companies, Inc.
+2.62%
+$5,220.6 
XLP Consumer Staples Select Sector SPDR Fund
+2.43%
+$33,978.14 
VDC VANGUARD CONSUMER STAPLES ETF
+2.3%
+$25,258.08 
XLV Health Care Select Sector SPDR Fund
+2.02%
+$64,649.6 
COF Capital One Financial Corporation
+1.87%
+$7,011.75 
V Visa Inc. Class A
+1.77%
+$5,122.59 
VNQ Vanguard Real Estate ETF
+1.64%
+$7,800.3 
VHT Vanguard Health Care ETF
+1.57%
+$33,947.51 
MSFT Microsoft Corp.
+1.51%
+$11,258.46 
XLRE The Real Estate Select Sector SPDR Fund
+1.45%
+$8,457.24 
AAPL Apple Inc.
+1.32%
+$11,089.44 
CVX Chevron Corporation
+1.17%
+$2,573.04 
TRGP Targa Resources Corp.
+0.84%
+$3,304.1 
XLE Energy Select Sector SPDR Fund
+0.81%
+$7,418.77 
VDE Vanguard Energy ETF
+0.79%
+$6,470.78 
JNJ Johnson & Johnson
+0.61%
+$1,456.16 
VCR Vanguard Consumer Discretionary ETF
+0.58%
+$9,822.24 
AMZN Amazon.com Inc
+0.57%
+$1,460.15 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.5%
+$12,851.25 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.46%
+$14,820.3 
VTV Vanguard Value ETF
+0.43%
+$1,106.11 
MDY SPDR S&P MidCap 400 ETF Trust
+0.41%
+$3,668.82 
XLB Materials Select Sector SPDR Fund
+0.35%
+$2,705.15 
XLC Communication Services Select Sector SPDR Fund
+0.26%
+$4,985.68 
XLF Financial Select Sector SPDR Fund
+0.26%
+$9,081.06 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$950.57 
BAC Bank of America Corporation
+0.19%
+$508.76 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$682.08 
GOOG Alphabet Inc
+0.06%
+$240.97 
GOOGL Alphabet Inc
+0.06%
+$341.83 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GE General Electric Company
-5.52%
-$18,229.96 
GS The Goldman Sachs Group, Inc.
-4.35%
-$12,175.51 
IXN iShares Global Tech ETF
-2.54%
-$16,091.45 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$303,652.09 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$5,814.05 
VGT Vanguard Information Technology ETF
-2%
-$114,822.4 
TSLA Tesla, Inc.
-1.72%
-$18,013.2 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$9,933.44 
RTX RTX Corporation
-1.26%
-$3,007.31 
IXUS iShares Core International Stock ETF
-1.18%
-$252,689.11 
VEU Vanguard FTSE All-World ex-US ETF
-1.14%
-$16,900.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$128,992.51 
DJP iPath Bloomberg Commodity Index Total Return ETN
-1.12%
-$9,080.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$14,501.8 
EFA iShares MSCI EAFE ETF
-0.76%
-$1,891.2 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$3,813.84 
VT Vanguard Total World Stock ETF
-0.59%
-$2,449.62 
ESGU iShares ESG Aware MSCI USA ETF
-0.44%
-$1,336.96 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.39%
-$5,993.52 
VOX Vanguard Communication Services ETF
-0.34%
-$7,741.85 
VIS Vanguard Industrials ETF
-0.34%
-$5,376.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$105,513.65 
VOO Vanguard S&P 500 ETF
-0.33%
-$7,885.53 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$5,463.66 
JPM JPMorgan Chase & Co.
-0.32%
-$1,414.59 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$61,115.4 
VXF Vanguard Extended Market ETF
-0.28%
-$17,334.91 
IXG iShares Global Financials ETF
-0.22%
-$742.11 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$7,193.34 
VAW Vanguard Materials ETF
-0.17%
-$591.66 
FBND Fidelity Total Bond ETF
-0.1%
-$528.66 
VO Vanguard Mid-Cap ETF
-0.04%
-$190.41 
VPU Vanguard Utilities ETF
-0.01%
-$40.34 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$166.66 Events
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Dividends
Dividend Analysis
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| Trades 421 | Longs Won 379/421 90% | Profit Factor 338.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $737,145.5 |
| Average Win $148,942.54 | Best Trade (Jul 16) $9.76M | Sharpe Ratio -10.87 |
| Average Loss -$3,970.12 | Worst Trade (Jul 10) -$49,663.88 | Z-Score 35.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 1d | Expectancy $133,687.6 |
| 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% | 0.02% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
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Returns
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