BRM
Bruce R. Mohr Portfolio
Invests via Buffington Mohr McNeal | Managed by Bruce R. Mohr
Invests via Buffington Mohr McNeal
Managed by Bruce R. Mohr
Automatically Tracked
Bruce R. Mohr Profile
With extensive experience in financial leadership, Bruce R. Mohr has played a pivotal role in guiding companies through complex capital structures and market challenges. His tenure encompasses significant operational management at high-growth firms, focusing on maximizing enterprise value and fostering strategic partnerships. Having served as CFO at several publicly traded entities, he brings expertise in enhancing corporate governance while driving profitability improvements. Known for his hands-on approach to transforming business operations, his influence spans across various sectors including technology and healthcare, where effective resource allocation is critical for success.
With extensive experience in financial leadership, Bruce R. Mohr has played a pivotal role in guiding companies through complex capital structures and market challenges. His tenure encompasses significant operational management at high-growth firms, focusing on maximizing enterprise value and fostering strategic partnerships. Having served as CFO at several publicly traded entities, he brings expertise in enhancing corporate governance while driving profitability improvements. Known for his hands-on approach to transforming business operations, his influence spans across various sectors including technology and healthcare, where effective resource allocation is critical for success.
Investment Philosophy & Strategy
In the realm of business transformation, Bruce R. Mohr exemplifies a hands-on leadership style that catalyzes organizational change. His proven track record in optimizing operational efficiencies allows companies to harness their full growth potential while navigating complex financial landscapes. The emphasis on strategic partnerships and effective capital allocation highlights his ability to position firms advantageously within competitive sectors such as technology and healthcare. By prioritizing enterprise value enhancement, he consistently fosters environments ripe for innovation and scalability.
In the realm of business transformation, Bruce R. Mohr exemplifies a hands-on leadership style that catalyzes organizational change. His proven track record in optimizing operational efficiencies allows companies to harness their full growth potential while navigating complex financial landscapes. The emphasis on strategic partnerships and effective capital allocation highlights his ability to position firms advantageously within competitive sectors such as technology and healthcare. By prioritizing enterprise value enhancement, he consistently fosters environments ripe for innovation and scalability.
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:
43.81%
Gain -0.53%
Monthly
0.42%
Yearly
5.13%
Drawdown
11.48%
$98.46M
Equity
Holdings
$98.46M
Investment
$34.47M
$63.98M
Profit -$523,006.07
Realized
$0
Unrealized
$63.98M
Dividends
$18.02M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$523,006.07
Win %
82%
This Week
Compared To Last Week
Gain
-1.39%
Profit
-$1.38M
Win %
82%
This Month
Compared to last month
Gain
-3.09%
Profit
-$3.14M
Win %
82%
This Year
Compared to last year
Gain
13.57%
Profit
$11.77M
Win %
82%
AMAT Applied Materials, Inc.
+2.47%
+$134,613.66 
MU Micron Technology, Inc.
+1.42%
+$86,593.62 
AMGN Amgen Inc.
+0.69%
+$29,792.4 
WMT Walmart Inc.
+0.38%
+$9,527.58 
TVAFX Thornburg Small/Mid Cap Core Fund Class A
+0.32%
+$133.4 
CSCO Cisco Systems, Inc.
+0.22%
+$8,325.12 
CVX Chevron Corporation
+0.07%
+$931.35 
BGRFX Baron Growth Fund
+0.02%
+$30.39 
COST Costco Wholesale Corporation
+0.01%
+$1,201.2 
CIT CIT Group Inc
0%
$0 
LLL 2
0%
$0 
LPT Liberty Property Trust
0%
$0 9029
902973106
0%
$0 ABS
ABS
0%
$0 KRB
KRB
0%
$0 LVLT
LVLT
0%
$0 WB
WB
0%
$0 GGP
GGP
0%
$0 WAMU
WAMUQ
0%
$0 STJ
STJ
0%
$0 BJS
BJS
0%
$0 4945
4945SC
0%
$0 
RDS-A Shell plc
0%
$0 8718
871829109
0%
$0 8660
866043108
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.24 
PEP PepsiCo, Inc.
-2.58%
-$35,017.5 
IBM International Business Machines Corporation
-1.68%
-$29,001.03 
VZ Verizon Communications Inc.
-1.23%
-$8,792.85 
HD The Home Depot, Inc.
-1.21%
-$26,425.2 
TGT Target Corporation
-1.09%
-$6,711.25 
DUK Duke Energy Corporation
-1%
-$8,183.77 
MSFT Microsoft Corp.
-0.86%
-$111,143.4 
D Dominion Energy, Inc.
-0.78%
-$10,920 
WFC Wells Fargo & Company
-0.74%
-$15,232 
JNJ Johnson & Johnson
-0.72%
-$28,810.94 
BDX Becton, Dickinson and Company
-0.71%
-$14,360.57 
PFE Pfizer Inc.
-0.63%
-$4,046.83 
BAC Bank of America Corporation
-0.61%
-$1,849.55 
GE General Electric Company
-0.58%
-$6,015.1 
UPS United Parcel Service, Inc.
-0.55%
-$1,592.25 
MDT Medtronic plc
-0.52%
-$5,059.2 
SPG Simon Property Group, Inc.
-0.5%
-$1,174.99 
HP Helmerich & Payne Inc.
-0.43%
-$855 
FDX FedEx Corporation
-0.35%
-$9,872.8 
TIP iShares TIPS Bond ETF
-0.27%
-$537.6 
C Citigroup Inc.
-0.25%
-$242.45 
SPH Suburban Propane Partners L.P.
-0.24%
-$900 
XOM Exxon Mobil Corporation
-0.12%
-$3,816.54 
SHY iShares 1-3 Year Treasury Bond ETF
-0.09%
-$50.62 
COP ConocoPhillips
-0.01%
-$18.47 Events
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Dividends
Dividend Analysis
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| Trades 51 | Longs Won 32/51 62% | Profit Factor 60.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.84M |
| Average Win $2.03M | Best Trade (Aug 11) $15.61M | Sharpe Ratio -46.1 |
| Average Loss -$56,340.48 | Worst Trade (Jul 20) -$463,870.99 | Z-Score 2.32 (97.97%) |
| Commissions $0 | Avg. Trade Length 20y 11m 4w | Expectancy $1.25M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% | 4.2% |
| Consecutive Losing Trades | 1,748 | 1,573 | 1,399 | 1,224 | 1,049 | 874 | 699 | 524 | 350 | 175 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4945 4945SC | 2,800 | $148,000 | $148,000 | - | - | - | 0.0 |
| 8660 866043108 | 58,000 | $183,000 | $183,000 | - | - | - | 0.0 |
| 8718 871829109 | 13,155 | $413,000 | $413,000 | - | - | - | 0.0 |
| 9029 902973106 | 566,942 | $15.92M | $15.92M | - | - | - | 0.0 |
| ABS ABS | 6,891 | $177,000 | $177,000 | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 13,075 | $222,000 | $5.59M | - | $5.37M | 2,418.97% | +2.467% |
| AMGN Amgen Inc. | 11,285 | $899,000 | $4.32M | - | $3.42M | 380.05% | +0.695% |
| BAC Bank of America Corporation | 5,210 | $219,000 | $301,268.25 | - | $82,268.25 | 37.57% | -0.61% |
| BDX Becton, Dickinson and Company | 11,219.2 | $451,000.58 | $2.02M | - | $1.57M | 348.02% | -0.706% |
| BGRFX Baron Growth Fund | 3,039 | $140,000 | $173,952.36 | - | $33,952.36 | 24.25% | +0.017% |
| BJS BJS | 4,250 | $153,000 | $153,000 | - | - | - | 0.0 |
| C Citigroup Inc. | 734.7 | $333,999.76 | $97,252.24 | - | -$236,747.52 | -70.88% | -0.249% |
| CIT CIT Group Inc | 2,450 | $111,000 | $111,000 | - | - | - | 0.0 |
| COP ConocoPhillips | 1,847.3 | $98,000.9 | $246,022.88 | - | $148,021.98 | 151.04% | -0.008% |
| COST Costco Wholesale Corporation | 17,160 | $739,000 | $15.34M | - | $14.6M | 1,975.92% | +0.008% |
| CSCO Cisco Systems, Inc. | 34,688 | $622,000 | $3.83M | - | $3.21M | 516.13% | +0.218% |
| CVX Chevron Corporation | 6,652 | $431,000 | $1.41M | - | $977,294.99 | 226.75% | +0.066% |
| D Dominion Energy, Inc. | 21,840 | $940,998.24 | $1.39M | - | $452,175.36 | 48.05% | -0.778% |
| DUK Duke Energy Corporation | 6,877.12 | $350,010.82 | $807,029.56 | - | $457,018.74 | 130.57% | -1.004% |
| FDX FedEx Corporation | 9,184 | $644,349.44 | $2.8M | - | $2.15M | 334.44% | -0.351% |
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FAQ
Which stocks have generated the highest profits for Bruce R. Mohr?
The largest contributions to the portfolio's profits come from the following stocks: Costco Wholesale Corporation - $1.51M, General Electric Company - $1.4M, Suburban Propane Partners L.P - $1.21M, Exxon Mobil Corporation - $1.13M, and Dominion Energy, Inc - $1.07M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Bruce R. Mohr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.02M earned over time. The largest contributors to dividend income include Costco Wholesale Corporation - $1.51M, General Electric Company - $1.4M, Suburban Propane Partners L.P - $1.21M, Exxon Mobil Corporation - $1.13M, and Dominion Energy, Inc - $1.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bruce R. Mohr's monthly returns?
Bruce R. Mohr's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bruce R. Mohr's strategy be considered aggressive or moderate?
Bruce R. Mohr'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 Bruce R. Mohr's strategy?
Bruce R. Mohr'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.
