Kevin Stillman Portfolio
Invests via Evernest Financial Advisors, LLC | Managed by Kevin W. Stillman, Frank J. Esposito, CFA
Invests via Evernest Financial Advisors, LLC
Managed by Kevin W. Stillman, Frank J. Esposito, CFA
Automatically Tracked
Kevin Stillman Profile
Seasoned investor and operating executive with multi-decade experience in private equity and corporate development, Kevin Stillman brings a focus on growth-oriented buyouts and transformational operational value creation. He has managed portfolio companies across technology, services and industrials, leading strategic initiatives, M&A and EBITDA improvement programs. Market-facing skills include capital formation, board leadership and exit planning for mid-market transactions. Known for a hands-on, operationally rigorous approach to driving scalable margin expansion.
Seasoned investor and operating executive with multi-decade experience in private equity and corporate development, Kevin Stillman brings a focus on growth-oriented buyouts and transformational operational value creation. He has managed portfolio companies across technology, services and industrials, leading strategic initiatives, M&A and EBITDA improvement programs. Market-facing skills include capital formation, board leadership and exit planning for mid-market transactions. Known for a hands-on, operationally rigorous approach to driving scalable margin expansion.
Investment Philosophy & Strategy
Focuses on growth-oriented buyouts in the mid-market, combining selective sector bets in technology, services and industrials with an operationally rigorous playbook to drive scalable EBITDA expansion. Capital deployment emphasizes control or influential minority positions where strategic initiatives, M&A and hands-on management can accelerate topline and margin improvement. Investment horizon is multi-year with active board involvement, disciplined downside protection and capital structure optimization to enable exits via strategic sale or recapitalization. Prioritizes repeatable value-creation levers: commercial scaling, cost transformation, and management upgrades to convert operational improvements into market re-ratings.
Focuses on growth-oriented buyouts in the mid-market, combining selective sector bets in technology, services and industrials with an operationally rigorous playbook to drive scalable EBITDA expansion. Capital deployment emphasizes control or influential minority positions where strategic initiatives, M&A and hands-on management can accelerate topline and margin improvement. Investment horizon is multi-year with active board involvement, disciplined downside protection and capital structure optimization to enable exits via strategic sale or recapitalization. Prioritizes repeatable value-creation levers: commercial scaling, cost transformation, and management upgrades to convert operational improvements into market re-ratings.
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:
18.59%
Gain
Monthly
0.23%
Yearly
2.84%
Drawdown
29%
$495.96M
Equity
Holdings
$495.96M
Investment
$390.43M
$139.88M
Profit +$641,891.61
Realized
$34.35M
Unrealized
$105.54M
Dividends
$18.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$641,891.61
Win %
80%
This Week
Compared To Last Week
Gain
0.33%
Profit
$1.62M
Win %
80%
This Month
Compared to last month
Gain
1.42%
Profit
$6.94M
Win %
80%
This Year
Compared to last year
Gain
11.25%
Profit
$50.15M
Win %
79%
ABT Abbott Laboratories
+11.01%
+$45,335.96 
MCK McKesson Corporation
+5.34%
+$36,550.45 
ODFL Old Dominion Freight Line, Inc.
+5.01%
+$33,950.67 
ACN Accenture plc Class A
+4.24%
+$19,132.33 
SYK Stryker Corporation
+4.12%
+$50,999.3 
ITW Illinois Tool Works Inc.
+3.94%
+$17,943.9 
RSG Republic Services, Inc.
+3.6%
+$26,363.61 
MRK Merck & Co., Inc.
+3.54%
+$47,161.04 
ADP Automatic Data Processing Inc.
+3.33%
+$15,949.74 
BALL Ball Corp.
+3.32%
+$32,744.2 
UNH UnitedHealth Group Incorporated
+3.17%
+$27,868.29 
ABBV AbbVie Inc.
+3.14%
+$44,950.16 
IBM International Business Machines Corporation
+3.13%
+$16,238.88 
SBUX Starbucks Corporation
+3.12%
+$13,080.64 
AON Aon plc
+2.96%
+$23,459.6 
MRSH Marsh & McLennan Companies, Inc.
+2.9%
+$9,000.96 
CL Colgate-Palmolive Company
+2.8%
+$6,215.68 
LOW Lowe's Companies Inc.
+2.8%
+$16,597.95 
MO Altria Group, Inc.
+2.72%
+$29,420.15 
AMGN Amgen Inc.
+2.7%
+$36,501.84 
VZ Verizon Communications Inc.
+2.7%
+$9,337.02 
VLO Valero Energy Corporation
+2.63%
+$38,550 
TJX The TJX Companies, Inc.
+2.62%
+$39,332.47 
MCD McDonald's Corporation
+2.57%
+$46,131.01 
NTWK Netsol Technologies Inc.
+2.53%
+$5,786 
KO The Coca-Cola Company
+2.48%
+$32,846.79 
COST Costco Wholesale Corporation
+2.45%
+$26,029.62 
WMT Walmart Inc.
+2.38%
+$79,191.32 
AKRE Akre Focus ETF
+2.36%
+$7,986.6 
MA Mastercard Incorporated
+2.27%
+$37,450.8 
SJT San Juan Basin Royalty Trust
+2.26%
+$660 
XPEL XPEL, Inc.
+2.21%
+$20,148.75 
SPG Simon Property Group, Inc.
+2.2%
+$8,239.65 
KINS Kingstone Companies Inc.
+2.05%
+$38,006.4 
HD The Home Depot, Inc.
+1.91%
+$22,179.6 
COF Capital One Financial Corporation
+1.87%
+$5,927.29 
DIS The Walt Disney Company
+1.83%
+$6,543.28 
V Visa Inc. Class A
+1.77%
+$18,728.49 
CB Chubb Limited
+1.76%
+$9,210.62 
PG Procter & Gamble Co
+1.72%
+$10,957.35 
SPLV Invesco S&P 500 Low Volatility ETF
+1.53%
+$4,081.77 
MSFT Microsoft Corp.
+1.51%
+$300,348.74 
XLRE The Real Estate Select Sector SPDR Fund
+1.45%
+$3,248.22 
CAH Cardinal Health Inc.
+1.38%
+$6,788.98 
ICE Intercontinental Exchange, Inc.
+1.34%
+$3,207.05 
AAPL Apple Inc.
+1.3%
+$577,646.55 
TRV The Travelers Companies, Inc.
+1.3%
+$12,758.76 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+1.24%
+$42,918.72 
CVX Chevron Corporation
+1.17%
+$10,569.06 
LLY Eli Lilly and Company
+1.16%
+$59,790.64 
PH Parker-Hannifin Corporation
+1.15%
+$7,336.5 
LNG Cheniere Energy Inc.
+1.1%
+$3,782.68 
DGRO iShares Core Dividend Growth ETF
+1.04%
+$9,378.61 
EPD Enterprise Products Partners L.P.
+1.01%
+$7,600 
SWAG Stran & Co., Inc.
+0.98%
+$620 
DHR Danaher Corporation
+0.91%
+$8,723.59 
WFC Wells Fargo & Company
+0.89%
+$4,450.05 
CRH CRH plc
+0.89%
+$2,163.84 
IWD iShares Russell 1000 Value ETF
+0.86%
+$3,106.75 
XOM Exxon Mobil Corporation
+0.84%
+$5,958.04 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$58,872.32 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.81%
+$258,550.82 
XLE Energy Select Sector SPDR Fund
+0.81%
+$11,066.97 
HON Honeywell International Inc.
+0.77%
+$3,081.23 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$181,344.27 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
+0.7%
+$12,043.05 
VOOV Vanguard S&P 500 Value ETF
+0.69%
+$3,289.51 
JNJ Johnson & Johnson
+0.61%
+$15,291.2 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$8,229.59 
AMZN Amazon.com Inc
+0.57%
+$8,350.55 
MAR Marriott International Inc. - Class A
+0.55%
+$8,769.96 
CBRE CBRE Group Inc.
+0.51%
+$1,011.6 
BOSC BOS Better Online Solutions Ltd.
+0.47%
+$3,628.24 
TDVG T. Rowe Price Dividend Growth ETF
+0.46%
+$1,497.6 
VTV Vanguard Value ETF
+0.43%
+$5,625.9 
CGCV Capital Group Conservative Equity ETF
+0.41%
+$17,534.34 
MDY SPDR S&P MidCap 400 ETF Trust
+0.41%
+$2,456.22 
IJH iShares Core S&P Mid-Cap ETF
+0.4%
+$95,335.68 
HGBL Heritage Global Inc.
+0.4%
+$970 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.39%
+$4,742.92 
SHEL Shell plc
+0.38%
+$2,601.95 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.37%
+$989.28 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.36%
+$13,185.56 
XLB Materials Select Sector SPDR Fund
+0.35%
+$2,409.4 
LIN Linde plc
+0.31%
+$1,025.57 
GD General Dynamics Corporation
+0.31%
+$760.38 
IWR iShares Russell Mid-Cap ETF
+0.27%
+$4,773.6 
IMCB iShares Morningstar Mid-Cap ETF
+0.26%
+$661.5 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$74,452.46 
VB Vanguard Small-Cap ETF
+0.23%
+$2,152.8 
RDVT Red Violet Inc.
+0.23%
+$6,280.5 
BAC Bank of America Corporation
+0.19%
+$2,102.78 
SMMD iShares Russell 2500 ETF
+0.17%
+$4,873.8 
LMT Lockheed Martin Corporation
+0.14%
+$1,604.77 
FFSM Fidelity Small-Mid Cap Opportunities ETF
+0.1%
+$9,522.87 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$1,372.64 
GOOG Alphabet Inc
+0.06%
+$2,119.72 
GOOGL Alphabet Inc
+0.06%
+$3,343.61 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$89.11 
IWM iShares Russell 2000 ETF
+0.01%
+$207.42 
LNSR Lensar Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
BODYW The Beachbody Company, Inc.
-25%
-$2.91 
RPID Rapid Micro Biosystems, Inc.
-5.2%
-$49,738.65 
MS Morgan Stanley
-4.58%
-$59,598.12 
LRCX Lam Research Corporation
-4.45%
-$15,909.61 
INVE Identiv Inc.
-4.36%
-$5,330 
GS The Goldman Sachs Group, Inc.
-4.35%
-$186,891.65 
AVGO Broadcom Inc.
-4.18%
-$107,482.2 
XME SPDR S&P Metals & Mining ETF
-3.94%
-$13,870.56 
ETN Eaton Corporation plc
-3.73%
-$9,276.82 
CAT Caterpillar Inc.
-3.64%
-$123,087.72 
QCOM QUALCOMM Incorporated
-3.61%
-$43,720.38 
TXN Texas Instruments Inc
-3.5%
-$67,966.39 
MAMA Mama's Creations Inc.
-3.22%
-$11,740.36 
CMI Cummins Inc.
-3.22%
-$9,580.82 
CEG Constellation Energy Corporation
-2.85%
-$13,448.69 
WWR Westwater Resources Inc.
-2.72%
-$1,428 
ADI Analog Devices, Inc.
-2.72%
-$26,358.84 
CSCO Cisco Systems, Inc.
-2.65%
-$54,703.76 
NVDA NVIDIA Corporation
-2.58%
-$69,265.92 
GOSS Gossamer Bio Inc.
-2.54%
-$117.95 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$12,545.67 
EEM iShares MSCI Emerging Markets ETF
-2.32%
-$8,299.2 
VGT Vanguard Information Technology ETF
-2%
-$42,368.72 
META Meta Platforms Inc Class A
-1.85%
-$19,429.87 
IAU iShares Gold Trust
-1.78%
-$3,433.57 
GLDM SPDR Gold MiniShares Trust
-1.76%
-$395,809.46 
BBJP JPMorgan BetaBuilders Japan Fund
-1.58%
-$3,586.2 
EWJ iShares MSCI Japan ETF
-1.58%
-$56,985.33 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$7,390.24 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$28,396.8 
VOT Vanguard Mid-Cap Growth ETF
-1.27%
-$3,715.3 
RTX RTX Corporation
-1.26%
-$20,903.28 
CPSH CPS Technologies Corp.
-1.23%
-$3,824.8 
VWO Vanguard FTSE Emerging Markets ETF
-1.22%
-$6,493.82 
IUSG iShares Core S&P U.S. Growth ETF
-1.19%
-$2,543.59 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.18%
-$47,462.42 
IXUS iShares Core International Stock ETF
-1.18%
-$4,475.61 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$3,519.46 
GNSS Genasys Inc.
-1.15%
-$5,806.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$9,657.27 
PRPO Precipio Inc.
-0.95%
-$2,280 
VUG Vanguard Growth ETF
-0.93%
-$19,662.69 
SPHQ Invesco S&P 500 Quality ETF
-0.92%
-$9,579.75 
FENI Fidelity Enhanced International ETF
-0.87%
-$150,231.9 
DXJ WisdomTree Japan Hedged Equity Fund
-0.8%
-$89,205.06 
EFA iShares MSCI EAFE ETF
-0.76%
-$3,004.8 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$80,813.52 
SCHA Schwab U.S. Small-Cap ETF
-0.72%
-$5,409.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.71%
-$93,729.16 
JIVE JPMorgan International Value ETF
-0.68%
-$8,902.4 
ACWI iShares MSCI ACWI ETF
-0.65%
-$2,006.44 
CGIE Capital Group International Equity ETF
-0.64%
-$80,133.12 
CURI Curiositystream Inc.
-0.57%
-$2,028.51 
SCHM Schwab U.S. Mid-Cap ETF
-0.51%
-$3,224.16 
WEEL Peerless Option Income Wheel ETF
-0.5%
-$1,430 
DOL WisdomTree International LargeCap Dividend Fund
-0.42%
-$28,828.8 
BLK BlackRock, Inc.
-0.36%
-$1,825.2 
IVV iShares Core S&P 500 ETF
-0.34%
-$54,434.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$4,879.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$2,950 
VOO Vanguard S&P 500 ETF
-0.33%
-$35,940.76 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$21,202.74 
JPM JPMorgan Chase & Co.
-0.32%
-$5,924.55 
NOC Northrop Grumman Corporation
-0.31%
-$1,144.26 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$2,970.84 
SCHX Schwab U.S. Large-Cap ETF
-0.29%
-$1,720.48 
BBEU JPMorgan BetaBuilders Europe Fund
-0.28%
-$930.6 
XLI Industrial Select Sector SPDR Fund
-0.21%
-$1,474.16 
BNDX Vanguard Total International Bond ETF
-0.18%
-$405.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$770.75 
JBND JPMorgan Active Bond ETF
-0.09%
-$2,777.36 
MEAR iShares Short Maturity Bond ETF
-0.06%
-$880.32 
VO Vanguard Mid-Cap ETF
-0.04%
-$1,740.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$247.69 
BBCA JPMorgan BetaBuilders Canada ETF
-0.02%
-$68.12 
AMT American Tower Corporation
-0.02%
-$49.63 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$76.16 Events
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Dividends
Dividend Analysis
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| Trades 1524 | Longs Won 1051/1524 68% | Profit Factor 8.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $470,530.89 |
| Average Win $151,796.31 | Best Trade (Jun 30) $7.08M | Sharpe Ratio -11.86 |
| Average Loss -$41,553.19 | Worst Trade (Jul 10) -$3.86M | Z-Score 9.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3d | Expectancy $91,786.92 |
| 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 | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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