Kevin Painter Portfolio
Invests via LeConte Wealth Management LLC | Managed by Kevin Painter, Hoy Grimm, Jonathan Dockery
Invests via LeConte Wealth Management LLC
Managed by Kevin Painter, Hoy Grimm, Jonathan Dockery
Automatically Tracked
Seasoned private equity investor and operating executive, Kevin Painter has led growth and turnaround initiatives across technology and business-services companies, advising boards on strategy, M&A and capital structure. He combines operating experience with deal execution, portfolio oversight and investor relations, and focuses on scaling revenue, improving margins and preparing companies for exit. Known for disciplined value creation and cross-border transaction experience.
Seasoned private equity investor and operating executive, Kevin Painter has led growth and turnaround initiatives across technology and business-services companies, advising boards on strategy, M&A and capital structure. He combines operating experience with deal execution, portfolio oversight and investor relations, and focuses on scaling revenue, improving margins and preparing companies for exit. Known for disciplined value creation and cross-border transaction experience.
Investment Philosophy & Strategy
Blends hands-on operating leadership with private equity rigor, targeting growth-stage and underperforming technology and business-services companies. Prioritizes revenue scaling, margin expansion and disciplined cost transformation to create exit-ready businesses. Employs active board engagement, strategic M&A and capital-structure optimization, favoring cross-border opportunities where operational improvements unlock value. Time horizon is medium-term to exit, with risk managed through staged capital deployment, KPIs-driven oversight and alignment of management incentives.
Blends hands-on operating leadership with private equity rigor, targeting growth-stage and underperforming technology and business-services companies. Prioritizes revenue scaling, margin expansion and disciplined cost transformation to create exit-ready businesses. Employs active board engagement, strategic M&A and capital-structure optimization, favoring cross-border opportunities where operational improvements unlock value. Time horizon is medium-term to exit, with risk managed through staged capital deployment, KPIs-driven oversight and alignment of management incentives.
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:
19.57%
Gain -1.25%
Monthly
1.05%
Yearly
13.39%
Drawdown
9.71%
$183.9M
Equity
Holdings
$183.9M
Investment
$156.78M
$28.93M
Profit -$2.08M
Realized
$1.81M
Unrealized
$27.12M
Dividends
$4.96M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.25%
Profit
-$2.08M
Win %
58%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$1.94M
Win %
58%
This Month
Compared to last month
Gain
-1.12%
Profit
-$2.08M
Win %
58%
This Year
Compared to last year
Gain
0.23%
Profit
$427,177.84
Win %
55%
OKLO Oklo Inc.
+14.84%
+$35,037.22 
PLTR Palantir Technologies Inc.
+10.31%
+$115,132.8 
UUUU Energy Fuels Inc.
+9.54%
+$15,346.71 
EU Encore Energy Corp
+8.7%
+$4,794.3 
LEU Centrus Energy Corp.
+7.48%
+$25,475.34 
NEM Newmont Corporation
+7.16%
+$18,406.9 
RBRK Rubrik, Inc.
+6.44%
+$20,026.7 
NET Cloudflare Inc.
+5.57%
+$70,836.48 
GLW Corning Incorporated
+5.41%
+$12,313.98 
RBLX Roblox Corporation
+4.87%
+$6,948.04 
QCOM QUALCOMM Incorporated
+4.66%
+$9,357.48 
TLS Telos Corporation
+4.59%
+$5,987.52 
UEC Uranium Energy Corp.
+4.55%
+$5,797.19 
CCJ Cameco Corporation
+4.03%
+$7,766.2 
MRVL Marvell Technology, Inc.
+3.87%
+$20,798.83 
SMR NuScale Power Corporation
+3.7%
+$7,204.75 
CVNA Carvana Co.
+3.65%
+$9,483.5 
NLR VanEck Uranium and Nuclear ETF
+3.49%
+$52,967.74 
CEG Constellation Energy Corporation
+3.4%
+$15,468.96 
LTBR Lightbridge Corporation
+3.39%
+$7,620.11 
CRWD CrowdStrike Holdings, Inc.
+3.37%
+$47,628 
ADI Analog Devices, Inc.
+3.31%
+$12,575 
MPWR Monolithic Power Systems, Inc.
+3.12%
+$9,128.92 
DNN Denison Mines Corp.
+3.04%
+$4,803.3 
UIS Unisys Corporation
+2.95%
+$926.5 
TSLA Tesla, Inc.
+2.83%
+$33,068.82 
HOOD Robinhood Markets, Inc.
+2.83%
+$12,945.56 
ALLT Allot Ltd.
+2.76%
+$2,251.62 
TXN Texas Instruments Inc
+2.76%
+$12,019.2 
ACN Accenture plc Class A
+2.67%
+$7,970.06 
KLAC KLA Corporation
+2.53%
+$5,743.77 
ORCL Oracle Corporation
+2.42%
+$8,123.27 
TMO Thermo Fisher Scientific Inc.
+2.39%
+$6,315.59 
BB BlackBerry Ltd.
+2.33%
+$3,769.74 
NVDA NVIDIA Corporation
+2.28%
+$155,053.96 
LOW Lowe's Companies Inc.
+2.25%
+$4,856.06 
AMAT Applied Materials, Inc.
+2.24%
+$18,486.5 
PFE Pfizer Inc.
+2.1%
+$4,582.05 
FAST Fastenal Co.
+2.03%
+$8,740.58 
DDOG Datadog, Inc. Class A Common Stock
+1.99%
+$17,113.76 
NXE NexGen Energy Ltd.
+1.96%
+$3,054.6 
BWXT Bwx Technologies Inc.
+1.89%
+$5,761.37 
INTC Intel Corporation
+1.84%
+$7,115.28 
LRCX Lam Research Corporation
+1.82%
+$8,929.36 
GILD Gilead Sciences Inc.
+1.77%
+$5,725.74 
HD The Home Depot, Inc.
+1.74%
+$8,036.69 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.68%
+$128,519.19 
AVGO Broadcom Inc.
+1.65%
+$53,615.94 
INFY Infosys Limited
+1.62%
+$3,440.2 
IBM International Business Machines Corporation
+1.59%
+$5,851.56 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.52%
+$64,746.15 
AMGN Amgen Inc.
+1.51%
+$5,149.2 
ALNY Alnylam Pharmaceuticals Inc
+1.47%
+$2,406.02 
TSCO Tractor Supply Company
+1.44%
+$3,568.67 
DASH DoorDash, Inc.
+1.4%
+$3,295.9 
VOT Vanguard Mid-Cap Growth ETF
+1.38%
+$42,773.13 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$93,808.6 
FSLY Fastly, Inc.
+1.28%
+$3,013.39 
MMM 3M Company
+1.21%
+$2,740.25 
PANW Palo Alto Networks, Inc.
+1.19%
+$21,141.17 
MS Morgan Stanley
+1.18%
+$5,037.48 
CLS Celestica Inc.
+1.1%
+$3,398.26 
VMC Vulcan Materials Company
+1.09%
+$5,351.03 
DE Deere & Company
+0.96%
+$2,822.68 
BA Boeing Company
+0.95%
+$2,323.2 
AME Ametek Inc.
+0.91%
+$2,184.66 
JNJ Johnson & Johnson
+0.88%
+$11,414.25 
BMY Bristol-Myers Squibb Company
+0.87%
+$2,107.84 
C Citigroup Inc.
+0.87%
+$3,206.05 
MO Altria Group, Inc.
+0.85%
+$2,324.15 
EMR Emerson Electric Co.
+0.84%
+$2,943.6 
ABBV AbbVie Inc.
+0.83%
+$14,311.7 
AMZN Amazon.com Inc
+0.8%
+$22,469.16 
VUG Vanguard Growth ETF
+0.8%
+$1,882.92 
VKI Invesco Advantage Municipal Income Trust II
+0.78%
+$36,422.47 
DUK Duke Energy Corporation
+0.78%
+$3,783.76 
UNH UnitedHealth Group Incorporated
+0.77%
+$3,470.07 
TT Trane Technologies plc
+0.76%
+$1,589.18 
PM Philip Morris International Inc.
+0.76%
+$6,541.93 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$140,177.46 
VRSN Verisign Inc.
+0.67%
+$2,919.99 
GS The Goldman Sachs Group, Inc.
+0.64%
+$3,529.73 
BLK BlackRock, Inc.
+0.63%
+$1,973.79 
SCHY Schwab International Dividend Equity ETF
+0.63%
+$33,637.38 
NFLX Netflix, Inc.
+0.58%
+$2,226.54 
PWR Quanta Services Inc.
+0.58%
+$3,072.77 
CSCO Cisco Systems, Inc.
+0.45%
+$9,285.3 
PEP PepsiCo, Inc.
+0.42%
+$2,967.05 
WELL Welltower Inc.
+0.41%
+$1,276.52 
SBUX Starbucks Corporation
+0.41%
+$1,041.03 
AEP American Electric Power Company, Inc.
+0.39%
+$1,421.98 
PH Parker-Hannifin Corporation
+0.38%
+$1,031.22 
ROST Ross Stores, Inc.
+0.34%
+$1,216.25 
JPM JPMorgan Chase & Co.
+0.33%
+$5,382.05 
META Meta Platforms Inc Class A
+0.33%
+$4,029.12 
AAPL Apple Inc.
+0.29%
+$17,317.16 
MUB iShares National Muni Bond ETF
+0.27%
+$4,276.43 
VGLT Vanguard Long-Term Treasury Fund
+0.26%
+$10,374.43 
KVUE Kenvue Inc.
+0.26%
+$530.1 
BAC Bank of America Corporation
+0.25%
+$1,582.88 
O Realty Income Corporation
+0.24%
+$488.25 
KO The Coca-Cola Company
+0.24%
+$2,432.94 
DIS The Walt Disney Company
+0.2%
+$635.54 
FE FirstEnergy Corp.
+0.2%
+$476.9 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$1,920.16 
USB U.S. Bancorp
+0.18%
+$394.56 
AGG iShares Core U.S. Aggregate Bond ETF
+0.18%
+$20,563.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.17%
+$2,128.42 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.17%
+$14,337.96 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.16%
+$5,268 
MRK Merck & Co., Inc.
+0.16%
+$857.84 
VZ Verizon Communications Inc.
+0.13%
+$331.19 
ETN Eaton Corporation plc
+0.11%
+$643.69 
NEE NextEra Energy, Inc.
+0.06%
+$291.75 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$337 
CMI Cummins Inc.
+0.01%
+$26.38 
MSFT Microsoft Corp.
+0.01%
+$245.17 
AKAM Akamai Technologies Inc.
-6.78%
-$15,862.92 
STX Seagate Technology Holdings plc
-4.73%
-$19,489.06 
BRBR BellRing Brands Inc.
-4.5%
-$5,959.57 
NTCT Netscout Systems Inc.
-4.29%
-$9,274.24 
TRGP Targa Resources Corp.
-4.28%
-$8,564.09 
WDC Western Digital Corporation
-3.83%
-$6,016.91 
LNG Cheniere Energy Inc.
-3.66%
-$11,712.6 
SNDK SanDisk Corporation
-3.59%
-$7,407.89 
YOU Clear Secure Inc.
-3.15%
-$6,090.49 
FFIV F5 Inc.
-3.14%
-$12,532.34 
ATEN A10 Networks, Inc.
-2.79%
-$5,972.89 
HWM Howmet Aerospace Inc.
-2.71%
-$19,968.48 
MA Mastercard Incorporated
-2.29%
-$10,771.21 
V Visa Inc. Class A
-2.18%
-$15,187.76 
ANET Arista Networks, Inc.
-1.93%
-$4,646.28 
WMB The Williams Companies, Inc.
-1.9%
-$3,869.78 
CAT Caterpillar Inc.
-1.72%
-$11,901.87 
VLO Valero Energy Corporation
-1.56%
-$3,651.54 
JCI Johnson Controls International plc
-1.52%
-$4,483.8 
SMBK SmartFinancial Inc.
-1.5%
-$16,069.39 
TER Teradyne, Inc.
-1.46%
-$2,765.05 
CVX Chevron Corporation
-1.42%
-$11,020.16 
MSI Motorola Solutions, Inc.
-1.4%
-$4,256 
HLT Hilton Worldwide Holdings Inc.
-1.37%
-$3,621.22 
XOM Exxon Mobil Corporation
-1.22%
-$19,427.44 
GE General Electric Company
-1.2%
-$7,308 
AMD Advanced Micro Devices, Inc.
-1.19%
-$10,039.78 
YUM Yum! Brands, Inc.
-1.04%
-$2,731.62 
ATO Atmos Energy Corporation
-1.04%
-$2,899.8 
VRT Vertiv Holdings Co
-1.03%
-$6,622.22 
GEV GE Vernova Inc.
-1.02%
-$3,369.58 
GOOGL Alphabet Inc
-0.98%
-$24,020.5 
GOOG Alphabet Inc
-0.91%
-$14,689.99 
CSX CSX Corporation
-0.87%
-$2,176.24 
APH Amphenol Corporation
-0.84%
-$5,677.92 
PG Procter & Gamble Co
-0.82%
-$4,213.89 
PSX Phillips 66
-0.79%
-$2,141.82 
UNP Union Pacific Corporation
-0.78%
-$2,141.36 
BNY BlackRock New York Municipal Income Trust
-0.77%
-$1,849.94 
MCD McDonald's Corporation
-0.64%
-$2,447.75 
LLY Eli Lilly and Company
-0.58%
-$7,161.82 
CVS CVS Health Corporation
-0.56%
-$1,077.84 
VST Vistra Corp
-0.55%
-$1,421.14 
IDXX IDEXX Laboratories, Inc.
-0.55%
-$1,500.51 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$6,985.66 
AXP American Express Company
-0.47%
-$1,240.01 
TJX The TJX Companies, Inc.
-0.47%
-$1,371.09 
MU Micron Technology, Inc.
-0.44%
-$5,039.95 
GWW W.W. Grainger, Inc.
-0.42%
-$905.13 
WFC Wells Fargo & Company
-0.41%
-$1,599.98 
FTNT Fortinet Inc.
-0.3%
-$3,803.96 
WMT Walmart Inc.
-0.22%
-$1,513.25 
SO The Southern Company
-0.21%
-$3,782.8 
MCK McKesson Corporation
-0.21%
-$481.46 
RCL Royal Caribbean Group
-0.18%
-$823.05 
COST Costco Wholesale Corporation
-0.14%
-$783.38 
ABT Abbott Laboratories
-0.14%
-$1,022.55 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$377.27 
RTX RTX Corporation
-0.12%
-$722.79 
SCHW Charles Schwab Corporation
-0.07%
-$161.7 
XYZ Block, Inc.
-0.05%
-$195.19 
LIN Linde plc
-0.05%
-$123.5 Events
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Dividends
Dividend Analysis
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| Trades 752 | Longs Won 409/752 54% | Profit Factor 4.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,451.53 |
| Average Win $91,674.67 | Best Trade (Aug 17) $4.6M | Sharpe Ratio -13.95 |
| Average Loss -$24,956.21 | Worst Trade (Aug 18) -$360,101.23 | Z-Score 1.06 (71.03%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $38,477.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,823 | $4.41M | $5.9M | - | $1.49M | 33.75% | +0.294% |
| ABBV AbbVie Inc. | 7,085 | $1.52M | $1.74M | - | $217,960.85 | 14.3% | +0.828% |
| ABT Abbott Laboratories | 6,817 | $768,134.95 | $734,940.77 | - | -$33,194.18 | -4.32% | -0.139% |
| ACN Accenture plc Class A | 1,744 | $495,707.76 | $306,385.9 | - | -$189,321.86 | -38.19% | +2.671% |
| ADI Analog Devices, Inc. | 1,006 | $261,847.38 | $392,148.86 | - | $130,301.48 | 49.76% | +3.313% |
| AEP American Electric Power Company, Inc. | 2,902 | $358,127.65 | $364,926.5 | - | $6,798.85 | 1.9% | +0.391% |
| AGG iShares Core U.S. Aggregate Bond ETF | 117,507 | $11.68M | $11.47M | - | -$213,433.43 | -1.83% | +0.18% |
| AKAM Akamai Technologies Inc. | 1,973 | $226,599.2 | $218,036.23 | - | -$8,562.97 | -3.78% | -6.782% |
| ALLT Allot Ltd. | 10,722 | $94,890 | $83,846.04 | - | -$11,043.96 | -11.64% | +2.76% |
| ALNY Alnylam Pharmaceuticals Inc | 759 | $320,247.91 | $166,441.1 | - | -$153,806.81 | -48.03% | +1.467% |
| AMAT Applied Materials, Inc. | 1,564 | $320,021.74 | $843,465.18 | - | $523,443.44 | 163.56% | +2.241% |
| AMD Advanced Micro Devices, Inc. | 1,731 | $258,577.02 | $836,903.9 | - | $578,326.88 | 223.66% | -1.185% |
| AME Ametek Inc. | 954 | $230,811 | $242,001.18 | - | $11,190.18 | 4.85% | +0.911% |
| AMGN Amgen Inc. | 840 | $244,946.54 | $345,223.21 | - | $100,276.67 | 40.94% | +1.514% |
| AMZN Amazon.com Inc | 10,307 | $2.12M | $2.83M | - | $706,489.07 | 33.29% | +0.801% |
| ANET Arista Networks, Inc. | 1,249 | $212,180 | $235,561.41 | - | $23,381.41 | 11.02% | -1.934% |
| APH Amphenol Corporation | 7,886 | $420,736.87 | $667,037.31 | - | $246,300.44 | 58.54% | -0.844% |
| ATEN A10 Networks, Inc. | 7,757 | $265,134.26 | $208,120.31 | - | -$57,013.95 | -21.5% | -2.79% |
| ATO Atmos Energy Corporation | 1,620 | $279,077 | $275,707.8 | - | -$3,369.2 | -1.21% | -1.041% |
| AVGO Broadcom Inc. | 7,709 | $1.96M | $3.3M | - | $1.33M | 67.83% | +1.654% |
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FAQ
Which stocks have generated the highest profits for Kevin Painter?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Equal Weight ETF - $1.88M, Schwab International Dividend Equity ETF - $1.19M, Direxion NASDAQ-100 Equal Weighted Index Fund - $754,408.27, Invesco Advantage Municipal Income Trust II - $731,682.28, and First Trust NASDAQ Cybersecurity ETF - $718,494.8. 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: DoubleLine Income Solutions Fund - $313,618.24, DoubleLine Opportunistic Credit Fund - $234,586.38, Ideal Power Inc - $120,925.57, Zscaler Inc - $120,754.12, and Coinbase Global, Inc - $116,623.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Painter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.96M earned over time. The largest contributors to dividend income include Vanguard Long-Term Corporate Bond Fund - $643,480.15, Invesco Advantage Municipal Income Trust II - $625,611.94, DoubleLine Yield Opportunities Fund - $523,806.03, Invesco S&P 500 Equal Weight ETF - $519,637.29, and iShares Core U.S. Aggregate Bond ETF - $455,880.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Painter's monthly returns?
Kevin Painter's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kevin Painter's strategy be considered aggressive or moderate?
Kevin Painter's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Kevin Painter's strategy?
Kevin Painter'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.
