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:
65.82%
Gain -0.67%
Monthly
0.87%
Yearly
10.98%
Drawdown
15.48%
$489.65M
Equity
Holdings
$489.65M
Investment
$385.38M
$144.39M
Profit -$2.08M
Realized
$40.12M
Unrealized
$104.27M
Dividends
$18.33M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$2.08M
Win %
78%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$2.29M
Win %
78%
This Month
Compared to last month
Gain
-0.42%
Profit
-$2.08M
Win %
78%
This Year
Compared to last year
Gain
3.01%
Profit
$14.17M
Win %
77%
BODYW The Beachbody Company, Inc.
+233.44%
+$33.15 
PH Parker-Hannifin Corporation
+7.31%
+$52,415.09 
SPCX Space Exploration Technologies Corp. Class A
+6.14%
+$13,100.5 
XLE Energy Select Sector SPDR Fund
+3.91%
+$54,461.12 
MAMA Mama's Creations Inc.
+3.34%
+$15,702.62 
DIS The Walt Disney Company
+2.87%
+$9,130.84 
SEZL Sezzle Inc.
+2.37%
+$5,162.51 
AMD Advanced Micro Devices, Inc.
+2.21%
+$4,177.59 
KINS Kingstone Companies Inc.
+2.06%
+$36,596.7 
BOSC BOS Better Online Solutions Ltd.
+2%
+$17,923.32 
QCOM QUALCOMM Incorporated
+1.82%
+$19,316.44 
ETN Eaton Corporation plc
+1.76%
+$4,749.78 
SJT San Juan Basin Royalty Trust
+1.63%
+$440 
AVGO Broadcom Inc.
+1.54%
+$34,782.44 
TJX The TJX Companies, Inc.
+1.34%
+$21,085.42 
KLAC KLA Corporation
+1.26%
+$1,940 
PGR Progressive Corporation
+1.21%
+$2,409.73 
CVX Chevron Corporation
+1.12%
+$10,249.36 
RPID Rapid Micro Biosystems, Inc.
+0.95%
+$10,120 
META Meta Platforms Inc Class A
+0.9%
+$8,654.87 
EPD Enterprise Products Partners L.P.
+0.87%
+$5,071.75 
COST Costco Wholesale Corporation
+0.62%
+$6,949.95 
DXJ WisdomTree Japan Hedged Equity Fund
+0.53%
+$60,922.17 
AAPL Apple Inc.
+0.45%
+$75,087.61 
ADI Analog Devices, Inc.
+0.45%
+$4,133.07 
VZ Verizon Communications Inc.
+0.45%
+$2,040.15 
GD General Dynamics Corporation
+0.44%
+$1,120.58 
GOOG Alphabet Inc
+0.43%
+$14,506.45 
IMCB iShares Morningstar Mid-Cap ETF
+0.41%
+$1,084.86 
V Visa Inc. Class A
+0.28%
+$2,784.57 
ACN Accenture plc Class A
+0.22%
+$1,256.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$633.92 
AON Aon plc
+0.16%
+$1,300.34 
MRSH Marsh & McLennan Companies, Inc.
+0.15%
+$458.92 
MEAR iShares Short Maturity Bond ETF
+0.12%
+$1,875.84 
SYK Stryker Corporation
+0.12%
+$1,492 
MA Mastercard Incorporated
+0.11%
+$1,859.99 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.03%
+$82.44 
ADP Automatic Data Processing Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CMI Cummins Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
GNSS Genasys Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SIF Sifco Industries Inc.
0%
$0 
SMTI Sanara MedTech Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
VLO Valero Energy Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
JBND JPMorgan Active Bond ETF
0%
$0 
FFSM Fidelity Small-Mid Cap Opportunities ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
AIRJ Airjoule Technologies Corp.
-14.62%
-$11,401.35 
LNSR Lensar Inc.
-14.06%
-$96,842 
TSSI TSS, Inc.
-11.11%
-$43,400 
XME SPDR S&P Metals & Mining ETF
-10.07%
-$38,408.16 
VGT Vanguard Information Technology ETF
-5.49%
-$14,933.61 
TATT Tat Technologies Ltd.
-5.28%
-$54,832.5 
GLDM SPDR Gold MiniShares Trust
-4.63%
-$1.07M 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$22,012.64 
AMGN Amgen Inc.
-4.37%
-$65,612.04 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$9,177.29 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-3.63%
-$130,972.98 
SCHM Schwab U.S. Mid-Cap ETF
-3.34%
-$21,556.8 
SCHX Schwab U.S. Large-Cap ETF
-3.03%
-$18,622.64 
SMMD iShares Russell 2500 ETF
-3%
-$89,678.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
-2.99%
-$29,175.86 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-2.98%
-$438,115.5 
BBJP JPMorgan BetaBuilders Japan Fund
-2.9%
-$7,573.08 
VTWO Vanguard Russell 2000 ETF
-2.83%
-$7,820.4 
MU Micron Technology, Inc.
-2.6%
-$7,215.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-2.59%
-$105,835.73 
LIN Linde plc
-2.58%
-$8,564.91 
DHR Danaher Corporation
-2.44%
-$22,355.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$21,886.23 
CRH CRH plc
-2.35%
-$4,598.95 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$155,482.47 
IWR iShares Russell Mid-Cap ETF
-2.33%
-$31,384.98 
SPHQ Invesco S&P 500 Quality ETF
-2.29%
-$23,859 
SPCB SuperCom Ltd.
-2.24%
-$5,040 
IXUS iShares Core International Stock ETF
-2.21%
-$8,589.96 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-2.21%
-$27,042.01 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$588,056.05 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$30,066.91 
UNH UnitedHealth Group Incorporated
-2.13%
-$20,018.4 
PEW GrabAGun Digital Holdings Inc.
-2.09%
-$3,245 
TDVG T. Rowe Price Dividend Growth ETF
-1.96%
-$5,539.05 
CGCV Capital Group Conservative Equity ETF
-1.95%
-$63,936.84 
CGIE Capital Group International Equity ETF
-1.92%
-$195,068.29 
ODFL Old Dominion Freight Line, Inc.
-1.87%
-$12,152.32 
JAKK Jakks Pacific Inc.
-1.81%
-$5,015.37 
VTV Vanguard Value ETF
-1.8%
-$24,126.94 
AKRE Akre Focus ETF
-1.79%
-$6,417.6 
IWD iShares Russell 1000 Value ETF
-1.68%
-$6,301.21 
FENI Fidelity Enhanced International ETF
-1.53%
-$289,507.68 
VOOV Vanguard S&P 500 Value ETF
-1.5%
-$7,307.61 
RDVT Red Violet Inc.
-1.44%
-$35,373.1 
TRV The Travelers Companies, Inc.
-1.39%
-$16,096.16 
IBM International Business Machines Corporation
-1.35%
-$8,954.88 
BBCA JPMorgan BetaBuilders Canada ETF
-1.33%
-$4,092.2 
DOL WisdomTree International LargeCap Dividend Fund
-1.33%
-$93,363.66 
SPG Simon Property Group, Inc.
-1.33%
-$3,680.3 
GOOGL Alphabet Inc
-1.29%
-$70,747.41 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
-1.27%
-$227,472.92 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$4,452.02 
JNJ Johnson & Johnson
-1.03%
-$27,057.62 
ABBV AbbVie Inc.
-0.97%
-$14,424 
DHX DHI Group, Inc.
-0.96%
-$1,893.48 
WWR Westwater Resources Inc.
-0.95%
-$656 
BBEU JPMorgan BetaBuilders Europe Fund
-0.91%
-$3,268.21 
XLB Materials Select Sector SPDR Fund
-0.89%
-$6,180.97 
PANW Palo Alto Networks, Inc.
-0.87%
-$2,599.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$1,840.32 
ITW Illinois Tool Works Inc.
-0.85%
-$4,159.34 
JPM JPMorgan Chase & Co.
-0.82%
-$16,775.58 
VOT Vanguard Mid-Cap Growth ETF
-0.77%
-$2,295.76 
LOW Lowe's Companies Inc.
-0.7%
-$4,361.28 
MCK McKesson Corporation
-0.67%
-$5,025.13 
TSLA Tesla, Inc.
-0.63%
-$1,076.65 
BLK BlackRock, Inc.
-0.59%
-$3,023.98 
EWJ iShares MSCI Japan ETF
-0.58%
-$22,310.2 
XLI Industrial Select Sector SPDR Fund
-0.57%
-$4,041.82 
VO Vanguard Mid-Cap ETF
-0.51%
-$6,031.2 
ICE Intercontinental Exchange, Inc.
-0.43%
-$1,097.6 
XLV Health Care Select Sector SPDR Fund
-0.37%
-$830.87 
VB Vanguard Small-Cap ETF
-0.37%
-$3,494.36 
SCHA Schwab U.S. Small-Cap ETF
-0.33%
-$2,491.82 
WMT Walmart Inc.
-0.33%
-$10,833.23 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$79,077.5 
KO The Coca-Cola Company
-0.31%
-$4,101.03 
CL Colgate-Palmolive Company
-0.3%
-$788.76 
AIR AAR Corp.
-0.29%
-$715.95 
CEG Constellation Energy Corporation
-0.24%
-$990.08 
ACWI iShares MSCI ACWI ETF
-0.24%
-$749.98 
ABT Abbott Laboratories
-0.24%
-$1,067.25 
MAGX Redhill Daily 2x Leveraged & Inverse ETF
-0.21%
-$688.19 
GOSS Gossamer Bio Inc.
-0.17%
-$8.03 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$908.08 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$10,552 
IVV iShares Core S&P 500 ETF
-0.16%
-$24,185.29 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$1,415.64 
AMZN Amazon.com Inc
-0.14%
-$2,259.21 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$2,040.56 
NVDA NVIDIA Corporation
-0.1%
-$2,822.1 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.09%
-$3,281.76 
JIVE JPMorgan International Value ETF
-0.09%
-$1,662.24 
VUG Vanguard Growth ETF
-0.08%
-$281.54 
MDY SPDR S&P MidCap 400 ETF Trust
-0.04%
-$252.57 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$618 Events
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Dividends
Dividend Analysis
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| Trades 1682 | Longs Won 1183/1682 70% | Profit Factor 8.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $427,677.45 |
| Average Win $138,999.18 | Best Trade (Jun 30) $7.08M | Sharpe Ratio -11.53 |
| Average Loss -$40,165.69 | Worst Trade (Mar 31) -$1.69M | Z-Score 18.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 1d | Expectancy $85,846.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 53,254 | $14.62M | $16.64M | - | $2.01M | 13.78% | +0.453% |
| ABBV AbbVie Inc. | 6,010 | $1.12M | $1.47M | - | $347,367.47 | 31.07% | -0.975% |
| ABT Abbott Laboratories | 4,269 | $524,461.59 | $450,208.74 | - | -$74,252.85 | -14.16% | -0.236% |
| ACN Accenture plc Class A | 3,307 | $1.32M | $565,860.77 | - | -$758,102.36 | -57.26% | +0.223% |
| ACWI iShares MSCI ACWI ETF | 1,948 | $269,292 | $311,904.02 | - | $42,612.02 | 15.82% | -0.24% |
| ADI Analog Devices, Inc. | 2,417 | $485,665.92 | $917,009.8 | - | $431,343.88 | 88.81% | +0.453% |
| ADP Automatic Data Processing Inc. | 1,932 | $517,757.9 | $521,813.87 | - | $4,055.97 | 0.78% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,969 | $698,039.85 | $680,940.99 | - | -$17,098.86 | -2.45% | 0.0 |
| AIR AAR Corp. | 1,665 | $237,978 | $243,756 | - | $5,778 | 2.43% | -0.293% |
| AIRJ Airjoule Technologies Corp. | 13,105 | $72,602 | $66,573.4 | - | -$6,028.6 | -8.3% | -14.622% |
| AKRE Akre Focus ETF | 6,112 | $400,397.12 | $351,378.88 | - | -$49,018.24 | -12.24% | -1.794% |
| AMD Advanced Micro Devices, Inc. | 393 | $228,298 | $193,623.24 | - | -$34,674.76 | -15.19% | +2.205% |
| AMGN Amgen Inc. | 3,684 | $934,804.7 | $1.44M | - | $502,028.94 | 53.7% | -4.367% |
| AMT American Tower Corporation | 1,630 | $389,987.83 | $273,954.11 | - | -$116,033.72 | -29.75% | 0.0 |
| AMZN Amazon.com Inc | 5,793 | $1.14M | $1.58M | - | $437,567.44 | 38.4% | -0.143% |
| AON Aon plc | 2,242 | $748,414.94 | $808,353.08 | - | $59,938.14 | 8.01% | +0.161% |
| AVGO Broadcom Inc. | 5,401 | $1.33M | $2.29M | - | $967,313 | 72.92% | +1.54% |
| BAC Bank of America Corporation | 18,986 | $753,204.35 | $1.2M | - | $447,660.15 | 59.43% | 0.0 |
| BALL Ball Corp. | 16,197 | $817,046.66 | $1.03M | - | $211,300.87 | 25.86% | 0.0 |
| BBCA JPMorgan BetaBuilders Canada ETF | 2,923 | $283,543.19 | $302,530.5 | - | $18,987.31 | 6.7% | -1.335% |
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FAQ
Which stocks have generated the highest profits for Kevin Stillman?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $13.43M, SPDR Gold MiniShares Trust - $5.93M, Berkshire Hathaway Inc - $5.78M, Apple Inc - $3.73M, and iShares Core S&P 500 ETF - $2.69M. 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: Microsoft Corp - $1.07M, Amazon.com Inc - $746,523.37, Alphabet Inc - $599,191.31, Curiositystream Inc - $551,080.69, and TSS, Inc - $542,715.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Stillman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.33M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $1.6M, Invesco S&P 500 Equal Weight ETF - $907,245.95, WisdomTree International LargeCap Dividend Fund - $786,482.62, iShares Core S&P 500 ETF - $749,325.36, and WisdomTree Japan Hedged Equity Fund - $623,427.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Stillman's monthly returns?
Kevin Stillman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kevin Stillman's strategy be considered aggressive or moderate?
Kevin Stillman's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kevin Stillman's strategy?
Kevin Stillman's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
