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:
69.07%
Gain +0.45%
Monthly
0.84%
Yearly
10.58%
Drawdown
15.48%
$489.12M
Equity
Holdings
$489.12M
Investment
$385.38M
$143.86M
Profit +$1.52M
Realized
$40.12M
Unrealized
$103.74M
Dividends
$19.49M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$1.52M
Win %
75%
This Week
Compared To Last Week
Gain
0.5%
Profit
$2.45M
Win %
75%
This Month
Compared to last month
Gain
2.28%
Profit
$10.92M
Win %
75%
This Year
Compared to last year
Gain
2.89%
Profit
$13.64M
Win %
74%
TATT Tat Technologies Ltd.
+3.77%
+$29,609.55 
RTX RTX Corporation
+3.04%
+$47,761.86 
NOC Northrop Grumman Corporation
+3.01%
+$10,029.96 
LMT Lockheed Martin Corporation
+2.98%
+$32,608.14 
HONA Honeywell Aerospace Inc.
+2.81%
+$8,129.5 
XME SPDR S&P Metals & Mining ETF
+2.47%
+$8,520 
JPM JPMorgan Chase & Co.
+2.45%
+$46,903.32 
PNC The PNC Financial Services Group, Inc.
+2.37%
+$4,707.3 
SHEL Shell plc
+2.2%
+$18,213.65 
CRH CRH plc
+2.19%
+$3,532.39 
AIR AAR Corp.
+2.11%
+$3,446.55 
GD General Dynamics Corporation
+2.11%
+$4,749.04 
COF Capital One Financial Corporation
+2.09%
+$6,308 
MAR Marriott International Inc. - Class A
+1.99%
+$32,846.08 
WFC Wells Fargo & Company
+1.91%
+$8,579.4 
LNG Cheniere Energy Inc.
+1.88%
+$7,022.11 
BLK BlackRock, Inc.
+1.73%
+$8,704.63 
PGR Progressive Corporation
+1.63%
+$3,254.99 
KO The Coca-Cola Company
+1.58%
+$22,024.05 
PG Procter & Gamble Co
+1.56%
+$11,506.58 
LIN Linde plc
+1.54%
+$5,137.6 
LOW Lowe's Companies Inc.
+1.54%
+$8,538.48 
XLB Materials Select Sector SPDR Fund
+1.53%
+$10,192.02 
BAC Bank of America Corporation
+1.5%
+$14,714.15 
LLY Eli Lilly and Company
+1.49%
+$86,536.05 
TJX The TJX Companies, Inc.
+1.49%
+$21,183.95 
KINS Kingstone Companies Inc.
+1.45%
+$23,517.74 
EPD Enterprise Products Partners L.P.
+1.45%
+$7,915.03 
DIS The Walt Disney Company
+1.43%
+$4,956.3 
AMT American Tower Corporation
+1.41%
+$4,172.8 
JNJ Johnson & Johnson
+1.41%
+$36,212.32 
SJT San Juan Basin Royalty Trust
+1.4%
+$660 
HD The Home Depot, Inc.
+1.39%
+$13,567.6 
XLE Energy Select Sector SPDR Fund
+1.26%
+$20,422.92 
SIF Sifco Industries Inc.
+1.22%
+$2,964 
PH Parker-Hannifin Corporation
+1.19%
+$8,250.52 
AAPL Apple Inc.
+1.18%
+$214,081.08 
CVX Chevron Corporation
+1.14%
+$12,284.47 
MO Altria Group, Inc.
+1.14%
+$12,904.92 
SPG Simon Property Group, Inc.
+1.11%
+$2,784.93 
TXN Texas Instruments Inc
+1.1%
+$19,819.8 
CL Colgate-Palmolive Company
+1.1%
+$2,873.34 
TRV The Travelers Companies, Inc.
+1.09%
+$12,755.37 
SYK Stryker Corporation
+1.09%
+$11,880.01 
ITW Illinois Tool Works Inc.
+1.08%
+$4,816.92 
SPCB SuperCom Ltd.
+1.08%
+$2,100 
BRK-B Berkshire Hathaway Inc.
+1.06%
+$359,791.93 
COST Costco Wholesale Corporation
+1.04%
+$12,109.05 
BBCA JPMorgan BetaBuilders Canada ETF
+1.04%
+$3,156.84 
XLU Utilities Select Sector SPDR Fund
+1.02%
+$14,268.95 
ACN Accenture plc Class A
+0.97%
+$7,242.33 
DXJ WisdomTree Japan Hedged Equity Fund
+0.95%
+$112,016.97 
WWR Westwater Resources Inc.
+0.95%
+$640 
BBEU JPMorgan BetaBuilders Europe Fund
+0.95%
+$3,223.44 
XOM Exxon Mobil Corporation
+0.91%
+$7,829.21 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$98,127.75 
SPLV Invesco S&P 500 Low Volatility ETF
+0.9%
+$2,341.02 
VZ Verizon Communications Inc.
+0.88%
+$3,788.85 
BALL Ball Corp.
+0.88%
+$8,908.35 
MRK Merck & Co., Inc.
+0.86%
+$12,331.63 
FENI Fidelity Enhanced International ETF
+0.85%
+$156,242.24 
AMGN Amgen Inc.
+0.85%
+$13,520.28 
GS The Goldman Sachs Group, Inc.
+0.84%
+$28,087.39 
V Visa Inc. Class A
+0.82%
+$8,725.08 
ADI Analog Devices, Inc.
+0.82%
+$8,000.25 
XLI Industrial Select Sector SPDR Fund
+0.82%
+$5,223.81 
WMT Walmart Inc.
+0.81%
+$27,815.05 
EFA iShares MSCI EAFE ETF
+0.81%
+$3,137.93 
DOL WisdomTree International LargeCap Dividend Fund
+0.8%
+$54,013.62 
ABBV AbbVie Inc.
+0.78%
+$13,222.06 
GNSS Genasys Inc.
+0.78%
+$2,903.45 
BBJP JPMorgan BetaBuilders Japan Fund
+0.77%
+$2,020.62 
CGIE Capital Group International Equity ETF
+0.76%
+$74,196.1 
DGRO iShares Core Dividend Growth ETF
+0.76%
+$7,019.22 
CB Chubb Limited
+0.75%
+$4,037.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$6,578.52 
AON Aon plc
+0.73%
+$4,674.59 
EWJ iShares MSCI Japan ETF
+0.68%
+$26,163.78 
VTV Vanguard Value ETF
+0.66%
+$8,838.56 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.6%
+$19,701.44 
JIVE JPMorgan International Value ETF
+0.57%
+$10,597.5 
MS Morgan Stanley
+0.56%
+$5,813.94 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$6,982.89 
CGCV Capital Group Conservative Equity ETF
+0.5%
+$15,984.21 
VOOV Vanguard S&P 500 Value ETF
+0.49%
+$2,410.87 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.49%
+$1,010.87 
ICE Intercontinental Exchange, Inc.
+0.49%
+$1,337.7 
CMI Cummins Inc.
+0.47%
+$1,120.01 
MCK McKesson Corporation
+0.45%
+$3,865.5 
IWD iShares Russell 1000 Value ETF
+0.45%
+$1,681.3 
TDVG T. Rowe Price Dividend Growth ETF
+0.44%
+$1,230.9 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.44%
+$17,457.44 
CAT Caterpillar Inc.
+0.42%
+$11,041.64 
SEZL Sezzle Inc.
+0.39%
+$650 
ABT Abbott Laboratories
+0.39%
+$1,750.29 
MRSH Marsh & McLennan Companies, Inc.
+0.36%
+$1,114.52 
IXUS iShares Core International Stock ETF
+0.36%
+$1,365.16 
ADP Automatic Data Processing Inc.
+0.35%
+$1,932.02 
MA Mastercard Incorporated
+0.34%
+$6,359.97 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
+0.31%
+$54,538.02 
CAH Cardinal Health Inc.
+0.29%
+$1,598.7 
ODFL Old Dominion Freight Line, Inc.
+0.28%
+$1,564.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.27%
+$71,015.16 
VLO Valero Energy Corporation
+0.23%
+$4,347.21 
XLV Health Care Select Sector SPDR Fund
+0.23%
+$553.91 
GLDM SPDR Gold MiniShares Trust
+0.21%
+$47,997.25 
IJR iShares Core S&P Small-Cap ETF
+0.17%
+$10,499.57 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.17%
+$6,016.56 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.16%
+$50,987.68 
SBUX Starbucks Corporation
+0.13%
+$524.94 
MCD McDonald's Corporation
+0.13%
+$2,134.72 
VO Vanguard Mid-Cap ETF
+0.12%
+$1,436 
IMCB iShares Morningstar Mid-Cap ETF
+0.12%
+$317.52 
RSG Republic Services, Inc.
+0.1%
+$752.62 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$599.4 
MDY SPDR S&P MidCap 400 ETF Trust
+0.07%
+$378.89 
AGG iShares Core U.S. Aggregate Bond ETF
+0.06%
+$379.81 
MEAR iShares Short Maturity Bond ETF
+0.05%
+$844.13 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.05%
+$123.66 
JBND JPMorgan Active Bond ETF
+0.05%
+$1,532.53 
ACWI iShares MSCI ACWI ETF
+0.04%
+$126.62 
IJH iShares Core S&P Mid-Cap ETF
+0.02%
+$3,953.87 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$44.34 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BODYW The Beachbody Company, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
RPID Rapid Micro Biosystems, Inc.
-8.41%
-$35,976.6 
SMTI Sanara MedTech Inc.
-5.84%
-$52,685 
PANW Palo Alto Networks, Inc.
-5.14%
-$15,612.79 
MU Micron Technology, Inc.
-3.39%
-$9,818.27 
AMD Advanced Micro Devices, Inc.
-3.36%
-$7,431.63 
LRCX Lam Research Corporation
-3.1%
-$9,158.99 
KLAC KLA Corporation
-2.6%
-$3,624 
META Meta Platforms Inc Class A
-1.93%
-$23,253.87 
AVGO Broadcom Inc.
-1.92%
-$35,700.56 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$8,010.4 
UNH UnitedHealth Group Incorporated
-1.41%
-$13,110 
TSSI TSS, Inc.
-1.35%
-$3,500 
VGT Vanguard Information Technology ETF
-1.3%
-$3,614.07 
SPCX Space Exploration Technologies Corp. Class A
-1.28%
-$3,752.85 
GOOGL Alphabet Inc
-1.26%
-$66,363.63 
QCOM QUALCOMM Incorporated
-1.24%
-$14,993.81 
CSCO Cisco Systems, Inc.
-1.24%
-$24,648.64 
RDVT Red Violet Inc.
-1.23%
-$34,290.25 
GOOG Alphabet Inc
-1.12%
-$36,125.74 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$22,032 
DHX DHI Group, Inc.
-1%
-$2,366.85 
MAGX Redhill Daily 2x Leveraged & Inverse ETF
-0.99%
-$3,573.48 
BOSC BOS Better Online Solutions Ltd.
-0.93%
-$7,965.92 
DHR Danaher Corporation
-0.93%
-$9,849.15 
MAMA Mama's Creations Inc.
-0.9%
-$3,089.04 
MSFT Microsoft Corp.
-0.9%
-$241,253.67 
ETN Eaton Corporation plc
-0.85%
-$2,070.88 
EEM iShares MSCI Emerging Markets ETF
-0.85%
-$3,466.2 
AIRJ Airjoule Technologies Corp.
-0.85%
-$356.46 
VOT Vanguard Mid-Cap Growth ETF
-0.76%
-$2,192.96 
IWF iShares Russell 1000 Growth ETF
-0.76%
-$3,714.88 
IBM International Business Machines Corporation
-0.73%
-$4,787.2 
VUG Vanguard Growth ETF
-0.72%
-$2,594.19 
VWO Vanguard FTSE Emerging Markets ETF
-0.65%
-$3,450.78 
IUSG iShares Core S&P U.S. Growth ETF
-0.59%
-$1,291.62 
LNSR Lensar Inc.
-0.58%
-$4,133.5 
GOSS Gossamer Bio Inc.
-0.56%
-$17.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$1,661.36 
TSLA Tesla, Inc.
-0.35%
-$682.24 
CEG Constellation Energy Corporation
-0.34%
-$1,427.55 
IWM iShares Russell 2000 ETF
-0.3%
-$5,808.51 
FFSM Fidelity Small-Mid Cap Opportunities ETF
-0.29%
-$24,692.5 
VTWO Vanguard Russell 2000 ETF
-0.28%
-$718.2 
PEW GrabAGun Digital Holdings Inc.
-0.27%
-$295 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$1,841.78 
VB Vanguard Small-Cap ETF
-0.24%
-$2,152.8 
IWR iShares Russell Mid-Cap ETF
-0.13%
-$1,736.95 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$1,863.07 
SPHQ Invesco S&P 500 Quality ETF
-0.12%
-$1,265.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$1,465.59 
AKRE Akre Focus ETF
-0.12%
-$427.84 
SCHM Schwab U.S. Mid-Cap ETF
-0.12%
-$718.56 
SPY SPDR S&P 500 ETF Trust
-0.11%
-$7,206.19 
VOO Vanguard S&P 500 ETF
-0.11%
-$11,839.31 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$607.26 
IVV iShares Core S&P 500 ETF
-0.1%
-$14,550.62 
BNDX Vanguard Total International Bond ETF
-0.09%
-$190.64 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.07%
-$645.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.06%
-$8,466 
SUB iShares Short-Term National Muni Bond ETF
-0.06%
-$927 
SMMD iShares Russell 2500 ETF
-0.05%
-$1,299.68 
AMZN Amazon.com Inc
-0.04%
-$579.24 
JAKK Jakks Pacific Inc.
-0.03%
-$106.71 
NVDA NVIDIA Corporation
-0.02%
-$490.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.01%
-$90.75 Events
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Dividends
Dividend Analysis
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| Trades 1682 | Longs Won 1156/1682 68% | Profit Factor 7.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $429,979.67 |
| Average Win $142,534.79 | Best Trade (Jun 30) $7.08M | Sharpe Ratio -11.53 |
| Average Loss -$39,746.73 | Worst Trade (Mar 31) -$1.69M | Z-Score 7.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4w | Expectancy $85,531.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 53,254 | $14.62M | $18.43M | - | $3.8M | 26.02% | +1.175% |
| ABBV AbbVie Inc. | 6,010 | $1.12M | $1.72M | - | $598,585.47 | 53.55% | +0.776% |
| ABT Abbott Laboratories | 4,269 | $524,461.59 | $448,629.21 | - | -$75,832.38 | -14.46% | +0.392% |
| ACN Accenture plc Class A | 3,307 | $1.32M | $751,052.77 | - | -$572,910.36 | -43.27% | +0.974% |
| ACWI iShares MSCI ACWI ETF | 1,948 | $269,292 | $310,306.66 | - | $41,014.66 | 15.23% | +0.041% |
| ADI Analog Devices, Inc. | 2,417 | $485,665.92 | $984,347.42 | - | $498,681.5 | 102.68% | +0.819% |
| ADP Automatic Data Processing Inc. | 1,932 | $517,757.9 | $553,807.8 | - | $36,049.9 | 6.96% | +0.35% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,969 | $698,039.85 | $665,292.1 | - | -$32,747.75 | -4.69% | +0.057% |
| AIR AAR Corp. | 1,665 | $237,978 | $166,583.25 | - | -$71,394.75 | -30% | +2.113% |
| AIRJ Airjoule Technologies Corp. | 13,105 | $72,602 | $41,579.54 | - | -$31,022.46 | -42.73% | -0.85% |
| AKRE Akre Focus ETF | 6,112 | $400,397.12 | $351,928.96 | - | -$48,468.16 | -12.11% | -0.121% |
| AMD Advanced Micro Devices, Inc. | 393 | $228,298 | $213,524.76 | - | -$14,773.24 | -6.47% | -3.363% |
| AMGN Amgen Inc. | 3,684 | $934,804.7 | $1.61M | - | $677,682.1 | 72.49% | +0.846% |
| AMT American Tower Corporation | 1,630 | $389,987.83 | $299,789.6 | - | -$90,198.23 | -23.13% | +1.412% |
| AMZN Amazon.com Inc | 5,793 | $1.14M | $1.48M | - | $335,610.64 | 29.45% | -0.039% |
| AON Aon plc | 2,242 | $748,414.94 | $647,680.17 | - | -$100,734.77 | -13.46% | +0.727% |
| AVGO Broadcom Inc. | 5,401 | $1.33M | $1.82M | - | $497,426 | 37.5% | -1.92% |
| BAC Bank of America Corporation | 18,986 | $753,204.35 | $996,290.35 | - | $243,086 | 32.27% | +1.499% |
| BALL Ball Corp. | 16,197 | $817,046.66 | $1.03M | - | $209,033.29 | 25.58% | +0.876% |
| BBCA JPMorgan BetaBuilders Canada ETF | 2,923 | $283,543.19 | $306,564.24 | - | $23,021.05 | 8.12% | +1.04% |
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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 - $2.73M. 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 - $1.03M, Amazon.com Inc - $746,523.37, Alphabet Inc - $595,865.57, 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 $19.49M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $1.6M, Invesco S&P 500 Equal Weight ETF - $1.01M, WisdomTree International LargeCap Dividend Fund - $812,111.86, iShares Core S&P 500 ETF - $792,635.28, and iShares Core S&P Mid-Cap ETF - $682,385.6. 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.
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