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:
19.46%
Gain -0.28%
Monthly
0.96%
Yearly
12.19%
Drawdown
9.71%
$183.63M
Equity
Holdings
$183.63M
Investment
$156.76M
$28.72M
Profit -$456,483.55
Realized
$1.85M
Unrealized
$26.87M
Dividends
$5.57M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$456,483.55
Win %
58%
This Week
Compared To Last Week
Gain
-1.37%
Profit
-$2.55M
Win %
58%
This Month
Compared to last month
Gain
0.79%
Profit
$1.44M
Win %
58%
This Year
Compared to last year
Gain
0.08%
Profit
$153,845.44
Win %
55%
NEM Newmont Corporation
+3.3%
+$9,313.16 
RTX RTX Corporation
+2.9%
+$14,536.11 
GE General Electric Company
+2.8%
+$14,177.52 
C Citigroup Inc.
+2.6%
+$8,833.92 
TRGP Targa Resources Corp.
+2.36%
+$4,968.37 
USB U.S. Bancorp
+2.34%
+$4,614.69 
IDXX IDEXX Laboratories, Inc.
+2.3%
+$5,871.6 
JPM JPMorgan Chase & Co.
+2.29%
+$35,305 
BRBR BellRing Brands Inc.
+2.28%
+$2,241.68 
PM Philip Morris International Inc.
+2.28%
+$20,961.9 
PNC The PNC Financial Services Group, Inc.
+2.19%
+$5,541.3 
HLT Hilton Worldwide Holdings Inc.
+2.09%
+$5,900.9 
RCL Royal Caribbean Group
+2.03%
+$8,201.91 
HWM Howmet Aerospace Inc.
+2.02%
+$11,283.21 
VMC Vulcan Materials Company
+2%
+$8,802.17 
WFC Wells Fargo & Company
+1.92%
+$7,143.6 
SMBK SmartFinancial Inc.
+1.89%
+$19,323.95 
LNG Cheniere Energy Inc.
+1.83%
+$6,145.51 
TT Trane Technologies plc
+1.75%
+$3,512 
MSI Motorola Solutions, Inc.
+1.72%
+$5,023.99 
PEP PepsiCo, Inc.
+1.71%
+$11,215.6 
LIN Linde plc
+1.63%
+$4,328.22 
AEP American Electric Power Company, Inc.
+1.63%
+$5,891.06 
TJX The TJX Companies, Inc.
+1.55%
+$4,058.76 
PG Procter & Gamble Co
+1.53%
+$8,392.79 
LOW Lowe's Companies Inc.
+1.51%
+$2,911.65 
KO The Coca-Cola Company
+1.5%
+$16,377.84 
BLK BlackRock, Inc.
+1.49%
+$4,642.59 
TXN Texas Instruments Inc
+1.44%
+$6,291.3 
BAC Bank of America Corporation
+1.41%
+$7,221.89 
BNY BlackRock New York Municipal Income Trust
+1.39%
+$2,962.88 
LLY Eli Lilly and Company
+1.37%
+$17,883.73 
DIS The Walt Disney Company
+1.36%
+$4,463.56 
JNJ Johnson & Johnson
+1.36%
+$17,451.12 
HD The Home Depot, Inc.
+1.36%
+$5,534.33 
BA Boeing Company
+1.35%
+$2,692.8 
ROST Ross Stores, Inc.
+1.33%
+$4,361.76 
PH Parker-Hannifin Corporation
+1.32%
+$3,231.13 
AXP American Express Company
+1.29%
+$3,142.62 
BWXT Bwx Technologies Inc.
+1.29%
+$3,237.33 
DUK Duke Energy Corporation
+1.27%
+$5,920.71 
ATO Atmos Energy Corporation
+1.25%
+$3,321 
ADI Analog Devices, Inc.
+1.24%
+$5,035.02 
CVX Chevron Corporation
+1.16%
+$10,465 
SO The Southern Company
+1.12%
+$18,819.43 
TSCO Tractor Supply Company
+1.09%
+$2,658.3 
MMM 3M Company
+1.09%
+$2,262.6 
NEE NextEra Energy, Inc.
+1.08%
+$4,988.93 
ACN Accenture plc Class A
+1.05%
+$4,115.84 
BRK-B Berkshire Hathaway Inc.
+1.02%
+$13,275.24 
FAST Fastenal Co.
+0.97%
+$4,158.14 
WMB The Williams Companies, Inc.
+0.97%
+$1,899.45 
MO Altria Group, Inc.
+0.95%
+$2,829.4 
FE FirstEnergy Corp.
+0.94%
+$2,158.6 
AAPL Apple Inc.
+0.94%
+$60,610.06 
ALLT Allot Ltd.
+0.94%
+$911.37 
O Realty Income Corporation
+0.94%
+$1,692.6 
SCHY Schwab International Dividend Equity ETF
+0.94%
+$48,854.29 
COST Costco Wholesale Corporation
+0.93%
+$5,241.59 
KVUE Kenvue Inc.
+0.88%
+$1,749.33 
XOM Exxon Mobil Corporation
+0.88%
+$15,839.44 
MRK Merck & Co., Inc.
+0.87%
+$5,447.03 
CSX CSX Corporation
+0.86%
+$2,077.32 
AMGN Amgen Inc.
+0.83%
+$3,015.6 
GS The Goldman Sachs Group, Inc.
+0.82%
+$3,914.2 
GEV GE Vernova Inc.
+0.8%
+$2,459.33 
V Visa Inc. Class A
+0.79%
+$5,965.94 
PSX Phillips 66
+0.79%
+$3,009.05 
ABBV AbbVie Inc.
+0.75%
+$15,020.27 
WMT Walmart Inc.
+0.73%
+$5,235.85 
VZ Verizon Communications Inc.
+0.73%
+$1,794 
EMR Emerson Electric Co.
+0.64%
+$2,296.92 
CMI Cummins Inc.
+0.58%
+$1,628.44 
UNP Union Pacific Corporation
+0.57%
+$1,529.56 
GWW W.W. Grainger, Inc.
+0.57%
+$1,265.85 
CVS CVS Health Corporation
+0.56%
+$1,037.92 
CAT Caterpillar Inc.
+0.51%
+$3,054.23 
MS Morgan Stanley
+0.47%
+$1,699.15 
CVNA Carvana Co.
+0.45%
+$1,026.27 
PFE Pfizer Inc.
+0.44%
+$1,083.03 
ALNY Alnylam Pharmaceuticals Inc
+0.41%
+$728.64 
MCK McKesson Corporation
+0.39%
+$1,029.42 
BMY Bristol-Myers Squibb Company
+0.38%
+$865.72 
LTBR Lightbridge Corporation
+0.37%
+$491.62 
UUUU Energy Fuels Inc.
+0.35%
+$374.31 
ABT Abbott Laboratories
+0.32%
+$2,249.61 
AME Ametek Inc.
+0.31%
+$734.58 
JCI Johnson Controls International plc
+0.3%
+$858.6 
MA Mastercard Incorporated
+0.28%
+$1,419.84 
RSP Invesco S&P 500 Equal Weight ETF
+0.26%
+$52,450.64 
NVDA NVIDIA Corporation
+0.18%
+$12,273.83 
SBUX Starbucks Corporation
+0.16%
+$375.25 
MCD McDonald's Corporation
+0.15%
+$510.23 
XYZ Block, Inc.
+0.14%
+$536.8 
VKI Invesco Advantage Municipal Income Trust II
+0.13%
+$5,203.21 
WELL Welltower Inc.
+0.1%
+$315.84 
VLO Valero Energy Corporation
+0.1%
+$331.96 
YUM Yum! Brands, Inc.
+0.09%
+$240.52 
IJH iShares Core S&P Mid-Cap ETF
+0.08%
+$5,386.23 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.07%
+$836.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.06%
+$7,050.42 
UEC Uranium Energy Corp.
+0.06%
+$59.16 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.05%
+$523.68 
VGLT Vanguard Long-Term Treasury Fund
+0.05%
+$1,852.55 
MUB iShares National Muni Bond ETF
+0.02%
+$300.1 
NLR VanEck Uranium and Nuclear ETF
0%
$0 
FSLY Fastly, Inc.
-7.46%
-$19,431.17 
NET Cloudflare Inc.
-5.62%
-$79,445.12 
CRWD CrowdStrike Holdings, Inc.
-5.21%
-$86,751.07 
DDOG Datadog, Inc. Class A Common Stock
-5.09%
-$50,909.44 
FTNT Fortinet Inc.
-5%
-$71,080.1 
PANW Palo Alto Networks, Inc.
-5%
-$91,167.95 
RBRK Rubrik, Inc.
-4.88%
-$21,314.01 
STX Seagate Technology Holdings plc
-4.58%
-$15,291.78 
AKAM Akamai Technologies Inc.
-4.32%
-$7,872.27 
TLS Telos Corporation
-4.21%
-$5,132.16 
LEU Centrus Energy Corp.
-3.81%
-$9,263.76 
BB BlackBerry Ltd.
-3.79%
-$6,068.37 
WDC Western Digital Corporation
-3.73%
-$4,631.88 
SNDK SanDisk Corporation
-3.51%
-$8,021.24 
ATEN A10 Networks, Inc.
-3.17%
-$6,244.39 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.03%
-$138,301.3 
AMD Advanced Micro Devices, Inc.
-3.02%
-$29,383.69 
PLTR Palantir Technologies Inc.
-2.96%
-$42,458.8 
MU Micron Technology, Inc.
-2.91%
-$34,983.45 
ORCL Oracle Corporation
-2.9%
-$9,129.9 
INTC Intel Corporation
-2.81%
-$10,344.23 
LRCX Lam Research Corporation
-2.75%
-$12,253.76 
OKLO Oklo Inc.
-2.33%
-$3,917.9 
SMR NuScale Power Corporation
-2.19%
-$2,778.97 
NFLX Netflix, Inc.
-2.15%
-$8,103.57 
CLS Celestica Inc.
-2.12%
-$6,569.95 
FFIV F5 Inc.
-2.1%
-$9,292.86 
KLAC KLA Corporation
-2.08%
-$4,272.52 
MRVL Marvell Technology, Inc.
-1.94%
-$11,968.91 
VRT Vertiv Holdings Co
-1.94%
-$9,734.4 
GLW Corning Incorporated
-1.93%
-$3,863.48 
ANET Arista Networks, Inc.
-1.89%
-$4,371.5 
META Meta Platforms Inc Class A
-1.81%
-$28,014.7 
AVGO Broadcom Inc.
-1.7%
-$45,097.57 
RBLX Roblox Corporation
-1.64%
-$3,325.56 
AMAT Applied Materials, Inc.
-1.63%
-$10,963.66 
UNH UnitedHealth Group Incorporated
-1.51%
-$6,906.46 
HOOD Robinhood Markets, Inc.
-1.29%
-$6,788.22 
GOOGL Alphabet Inc
-1.28%
-$30,711.92 
TER Teradyne, Inc.
-1.22%
-$2,059.02 
GOOG Alphabet Inc
-1.16%
-$18,237.48 
CSCO Cisco Systems, Inc.
-1.14%
-$21,493.75 
DNN Denison Mines Corp.
-1.06%
-$1,264.03 
EU Encore Energy Corp
-0.98%
-$388.34 
MSFT Microsoft Corp.
-0.92%
-$40,508.32 
SCHW Charles Schwab Corporation
-0.91%
-$1,986.6 
TMO Thermo Fisher Scientific Inc.
-0.87%
-$2,767.92 
APH Amphenol Corporation
-0.77%
-$9,936.36 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.75%
-$57,431.7 
ETN Eaton Corporation plc
-0.73%
-$3,942.54 
IBM International Business Machines Corporation
-0.71%
-$2,611.18 
QCOM QUALCOMM Incorporated
-0.68%
-$1,513.7 
VOT Vanguard Mid-Cap Growth ETF
-0.66%
-$19,998.49 
VUG Vanguard Growth ETF
-0.62%
-$1,471.86 
NTCT Netscout Systems Inc.
-0.61%
-$1,267.12 
CCJ Cameco Corporation
-0.55%
-$937.3 
PWR Quanta Services Inc.
-0.54%
-$2,735.35 
NXE NexGen Energy Ltd.
-0.53%
-$687.28 
YOU Clear Secure Inc.
-0.49%
-$802.34 
GILD Gilead Sciences Inc.
-0.43%
-$1,653.56 
CEG Constellation Energy Corporation
-0.42%
-$2,003.3 
DASH DoorDash, Inc.
-0.41%
-$873.74 
DE Deere & Company
-0.39%
-$1,209.03 
VRSN Verisign Inc.
-0.34%
-$1,545.43 
TSLA Tesla, Inc.
-0.3%
-$3,944.16 
UIS Unisys Corporation
-0.22%
-$54.5 
MPWR Monolithic Power Systems, Inc.
-0.2%
-$531.04 
VST Vistra Corp
-0.17%
-$491.94 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.1%
-$3,073 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.05%
-$4,181.9 
AMZN Amazon.com Inc
-0.04%
-$1,082.13 
INFY Infosys Limited
-0.04%
-$86 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$126.37 Events
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Dividends
Dividend Analysis
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| Trades 752 | Longs Won 412/752 54% | Profit Factor 3.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,683.74 |
| Average Win $94,378.34 | Best Trade (Oct 16) $3.93M | Sharpe Ratio -14.95 |
| Average Loss -$29,884.09 | Worst Trade (Oct 15) -$494,995.22 | Z-Score 3.83 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $38,195.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,823 | $4.41M | $6.5M | - | $2.09M | 47.36% | +0.942% |
| ABBV AbbVie Inc. | 7,085 | $1.52M | $2.02M | - | $498,739.4 | 32.72% | +0.748% |
| ABT Abbott Laboratories | 6,817 | $768,134.95 | $715,853.17 | - | -$52,281.78 | -6.81% | +0.315% |
| ACN Accenture plc Class A | 1,744 | $495,707.76 | $396,376.32 | - | -$99,331.44 | -20.04% | +1.049% |
| ADI Analog Devices, Inc. | 1,006 | $261,847.38 | $411,408.73 | - | $149,561.35 | 57.12% | +1.239% |
| AEP American Electric Power Company, Inc. | 2,902 | $358,127.65 | $366,580.64 | - | $8,452.99 | 2.36% | +1.633% |
| AGG iShares Core U.S. Aggregate Bond ETF | 117,507 | $11.68M | $11.22M | - | -$464,310.87 | -3.97% | +0.063% |
| AKAM Akamai Technologies Inc. | 1,973 | $226,599.2 | $174,275.09 | - | -$52,324.11 | -23.09% | -4.322% |
| ALLT Allot Ltd. | 10,722 | $94,890 | $97,838.25 | - | $2,948.25 | 3.11% | +0.94% |
| ALNY Alnylam Pharmaceuticals Inc | 759 | $320,247.91 | $178,357.41 | - | -$141,890.5 | -44.31% | +0.41% |
| AMAT Applied Materials, Inc. | 1,564 | $320,021.74 | $661,572 | - | $341,550.26 | 106.73% | -1.63% |
| AMD Advanced Micro Devices, Inc. | 1,731 | $258,577.02 | $943,836.4 | - | $685,259.38 | 265.01% | -3.019% |
| AME Ametek Inc. | 954 | $230,811 | $237,822.66 | - | $7,011.66 | 3.04% | +0.31% |
| AMGN Amgen Inc. | 840 | $244,946.54 | $367,600.8 | - | $122,654.26 | 50.07% | +0.827% |
| AMZN Amazon.com Inc | 10,307 | $2.12M | $2.62M | - | $502,565.07 | 23.68% | -0.041% |
| ANET Arista Networks, Inc. | 1,249 | $212,180 | $227,417.92 | - | $15,237.92 | 7.18% | -1.886% |
| APH Amphenol Corporation | 15,772 | $420,744.02 | $1.28M | - | $854,579.9 | 203.11% | -0.773% |
| ATEN A10 Networks, Inc. | 7,757 | $265,134.26 | $190,705.84 | - | -$74,428.42 | -28.07% | -3.171% |
| ATO Atmos Energy Corporation | 1,620 | $279,077 | $268,920 | - | -$10,157 | -3.64% | +1.25% |
| AVGO Broadcom Inc. | 7,709 | $1.96M | $2.61M | - | $645,608.32 | 32.88% | -1.699% |
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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 - $1.95M, Schwab International Dividend Equity ETF - $1.24M, Invesco Advantage Municipal Income Trust II - $789,854.16, Direxion NASDAQ-100 Equal Weighted Index Fund - $765,192.67, and First Trust NASDAQ Cybersecurity ETF - $718,622.53. 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 $5.57M earned over time. The largest contributors to dividend income include Vanguard Long-Term Corporate Bond Fund - $686,673.25, Invesco Advantage Municipal Income Trust II - $683,783.82, Invesco S&P 500 Equal Weight ETF - $593,439.53, DoubleLine Yield Opportunities Fund - $523,806.03, and iShares Core U.S. Aggregate Bond ETF - $495,487.34. 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.
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