Cornell P. Abod Portfolio
Invests via Beacon Investment Advisors LLC | Managed by Cornell P. Abod
Invests via Beacon Investment Advisors LLC
Managed by Cornell P. Abod
Automatically Tracked
Cornell P. Abod Profile
Cornell P. Abod stands out as a dynamic entrepreneur with deep roots in technology-driven business development. He has successfully founded and led multiple startups that leverage innovative solutions to address pressing market needs. His hands-on experience in operational management has equipped him with unique insights into scaling ventures effectively within competitive landscapes. With a focus on emerging technologies, Cornell plays a pivotal role in fostering innovation and driving growth at the intersection of entrepreneurship and tech advancement. His influence extends through strategic partnerships and community engagements that aim to inspire the next generation of innovators.
Cornell P. Abod stands out as a dynamic entrepreneur with deep roots in technology-driven business development. He has successfully founded and led multiple startups that leverage innovative solutions to address pressing market needs. His hands-on experience in operational management has equipped him with unique insights into scaling ventures effectively within competitive landscapes. With a focus on emerging technologies, Cornell plays a pivotal role in fostering innovation and driving growth at the intersection of entrepreneurship and tech advancement. His influence extends through strategic partnerships and community engagements that aim to inspire the next generation of innovators.
Investment Philosophy & Strategy
Innovation serves as the cornerstone of Cornell P. Abod's investment strategy, with an unwavering focus on harnessing technology to transform market challenges into opportunities. His extensive experience in entrepreneurship allows him to identify and capitalize on nascent trends while ensuring that ventures remain adaptable and resilient amidst change. Prioritizing dynamic growth sectors, he navigates competitive landscapes by building strategic alliances and fostering collaborative ecosystems. This approach not only enhances value creation but also nurtures a pipeline of groundbreaking solutions poised for impactful disruption.
Innovation serves as the cornerstone of Cornell P. Abod's investment strategy, with an unwavering focus on harnessing technology to transform market challenges into opportunities. His extensive experience in entrepreneurship allows him to identify and capitalize on nascent trends while ensuring that ventures remain adaptable and resilient amidst change. Prioritizing dynamic growth sectors, he navigates competitive landscapes by building strategic alliances and fostering collaborative ecosystems. This approach not only enhances value creation but also nurtures a pipeline of groundbreaking solutions poised for impactful disruption.
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:
70.61%
Gain -0.06%
Monthly
1.47%
Yearly
19.16%
Drawdown
23.69%
$304.72M
Equity
Holdings
$304.72M
Investment
$207.85M
$101.54M
Profit -$170,890.6
Realized
$4.66M
Unrealized
$96.88M
Dividends
$14.81M
Goals
Avg. 41.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$170,890.6
Win %
69%
This Week
Compared To Last Week
Gain
-1.3%
Profit
-$4M
Win %
69%
This Month
Compared to last month
Gain
-1.42%
Profit
-$4.39M
Win %
69%
This Year
Compared to last year
Gain
-3.44%
Profit
-$10.85M
Win %
69%
AAPL Apple Inc.
+3.56%
+$416,913.75 
CMCSA Comcast Corp
+2.36%
+$9,683.68 
PM Philip Morris International Inc.
+2.21%
+$6,658.18 
DVN Devon Energy Corporation
+2.11%
+$11,371.55 
HQY HealthEquity Inc.
+2.04%
+$135,700.11 
S SentinelOne Inc.
+2.01%
+$8,340.93 
SBGI Sinclair, Inc.
+1.99%
+$14,957.73 
T AT&T Inc.
+1.67%
+$8,441.16 
GHC Graham Holdings Co.
+1.63%
+$52,794.72 
MUSA Murphy USA Inc.
+1.56%
+$17,682.3 
HONA Honeywell Aerospace Inc.
+1.43%
+$8,285.06 
BJ BJ's Wholesale Club Holdings, Inc.
+1.25%
+$20,085.58 
RNR Renaissancere Holdings Ltd.
+1.23%
+$6,530.65 
LMT Lockheed Martin Corporation
+1.07%
+$36,631.03 
LDOS Leidos Holdings Inc.
+1.05%
+$11,667.87 
FTNT Fortinet Inc.
+1.04%
+$15,002.52 
PANW Palo Alto Networks, Inc.
+1%
+$7,660.03 
TXRH Texas Roadhouse Inc.
+0.99%
+$9,426.88 
SYY Sysco Corporation
+0.92%
+$16,185 
UBSI United Bankshares, Inc.
+0.92%
+$2,372.31 
TD The Toronto-Dominion Bank
+0.86%
+$1,768.68 
AFG American Financial Group Inc.
+0.85%
+$2,396 
FDX FedEx Corporation
+0.84%
+$22,552.4 
DOW Dow Inc.
+0.83%
+$2,450 
EVLV Evolv Technologies Holdings, Inc.
+0.81%
+$1,621.4 
UPS United Parcel Service, Inc.
+0.77%
+$13,154.94 
PRU Prudential Financial, Inc.
+0.76%
+$4,644.15 
CALM Cal-Maine Foods Inc.
+0.66%
+$7,988.64 
XOM Exxon Mobil Corporation
+0.63%
+$9,993.36 
GOOG Alphabet Inc
+0.61%
+$3,244.14 
GOOGL Alphabet Inc
+0.59%
+$17,661.15 
C Citigroup Inc.
+0.53%
+$1,675.35 
ITW Illinois Tool Works Inc.
+0.5%
+$1,478.97 
SHEN Shenandoah Telecommunications Company
+0.5%
+$1,908.36 
USB U.S. Bancorp
+0.5%
+$1,344.16 
FAST Fastenal Co.
+0.47%
+$8,096.69 
VZ Verizon Communications Inc.
+0.44%
+$5,624.96 
GD General Dynamics Corporation
+0.42%
+$1,278.71 
ADM Archer-Daniels-Midland Co
+0.4%
+$7,506.8 
UNP Union Pacific Corporation
+0.39%
+$1,852.4 
COP ConocoPhillips
+0.38%
+$1,267.76 
KO The Coca-Cola Company
+0.33%
+$6,220.12 
RTX RTX Corporation
+0.28%
+$5,217.3 
MSM MSC Industrial Direct Co., Inc.
+0.27%
+$4,622.4 
PG Procter & Gamble Co
+0.26%
+$942.02 
AUB Atlantic Union Bankshares Corporation
+0.25%
+$3,408.3 
DEO Diageo plc Sponsored ADR
+0.23%
+$4,855.2 
QCOM QUALCOMM Incorporated
+0.23%
+$3,514.61 
TRV The Travelers Companies, Inc.
+0.19%
+$1,754.87 
NEWT NewtekOne Inc.
+0.17%
+$339.22 
MSFT Microsoft Corp.
+0.16%
+$22,716.45 
DE Deere & Company
+0.13%
+$7,852.62 
UTZ Utz Brands, Inc.
+0.1%
+$336.75 
SPG Simon Property Group, Inc.
+0.1%
+$834.96 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$10,641.2 
NVS Novartis AG Sponsored ADR
+0.01%
+$30 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
NFLX Netflix, Inc.
0%
+$0.03 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 7580
758075AF2
0%
$0 
RWT Redwood Trust Inc.
-15.49%
-$161,795.04 
OCUL Ocular Therapeutix Inc.
-7.41%
-$369,861.35 
INTC Intel Corporation
-5.57%
-$13,124.64 
WDC Western Digital Corporation
-4.42%
-$38,148.3 
CSTM Constellium SE
-4.37%
-$388,795.61 
KSS Kohl's Corporation
-4.22%
-$14,857.72 
SNDK SanDisk Corporation
-4.09%
-$40,304.36 
OWL Blue Owl Capital Inc.
-3.96%
-$74,140.6 
LEN Lennar Corporation
-3.52%
-$7,172.24 
AMD Advanced Micro Devices, Inc.
-3.36%
-$190,363.1 
CBRL Cracker Barrel Old Country Store, Inc.
-3.33%
-$37,148.54 
TWI Titan International Inc.
-3.28%
-$57,982 
AMAT Applied Materials, Inc.
-3.19%
-$582,332.79 
GLW Corning Incorporated
-3.15%
-$19,641.69 
KLAC KLA Corporation
-3.13%
-$6,715.28 
GIS General Mills, Inc.
-3.06%
-$22,109.8 
MRP Millrose Properties Inc.
-2.97%
-$52,246.56 
RHI Robert Half Inc.
-2.96%
-$55,237.56 
WY Weyerhaeuser Company
-2.57%
-$7,390.36 
GNRC Generac Holdings Inc.
-2.54%
-$142,745.1 
IBM International Business Machines Corporation
-2.46%
-$11,853.1 
NVDA NVIDIA Corporation
-2.36%
-$22,028.6 
LKQ LKQ Corporation
-2.31%
-$9,646.56 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.3%
-$83,151.25 
BEPC Brookfield Renewable Corporation
-2.26%
-$8,904.61 
AMGN Amgen Inc.
-2.25%
-$16,253.6 
INVH Invitation Homes Inc.
-2.18%
-$10,129.67 
BEP Brookfield Renewable Partners L.P.
-2.16%
-$8,271.45 
AMH American Homes 4 Rent
-2.12%
-$5,763.59 
NEM Newmont Corporation
-2.01%
-$25,900.1 
IRM Iron Mountain Inc.
-1.99%
-$21,455.01 
HAE Haemonetics Corporation
-1.96%
-$74,972.3 
DLR Digital Realty Trust, Inc.
-1.94%
-$4,415.01 
VICI Vici Properties Inc.
-1.92%
-$24,765.56 
RRX Regal Rexnord Corporation
-1.91%
-$17,494.8 
MRK Merck & Co., Inc.
-1.91%
-$14,387.2 
CSCO Cisco Systems, Inc.
-1.83%
-$105,782 
COF Capital One Financial Corporation
-1.79%
-$38,027.99 
ABT Abbott Laboratories
-1.77%
-$14,093.22 
NSA National Storage Affiliates Trust
-1.77%
-$13,650 
HD The Home Depot, Inc.
-1.53%
-$20,948.76 
FFIV F5 Inc.
-1.52%
-$36,973.8 
NVR NVR, Inc.
-1.49%
-$40,550.4 
AYI Acuity Brands Inc.
-1.48%
-$8,152.8 
ETN Eaton Corporation plc
-1.46%
-$5,372.4 
KMI Kinder Morgan, Inc.
-1.45%
-$9,306.11 
TSCO Tractor Supply Company
-1.41%
-$3,835.68 
ABM ABM Industries Inc.
-1.41%
-$24,285.8 
COIN Coinbase Global, Inc.
-1.4%
-$5,785.24 
DOCN DigitalOcean Holdings Inc.
-1.3%
-$5,270.08 
CAT Caterpillar Inc.
-1.29%
-$53,570.88 
KIM Kimco Realty Corporation
-1.21%
-$5,472 
AKRE Akre Focus ETF
-1.2%
-$33,328.05 
BKE Buckle Inc.
-1.15%
-$18,412.25 
ADI Analog Devices, Inc.
-1.05%
-$3,858.21 
IP International Paper Company
-1.04%
-$3,601 
VGT Vanguard Information Technology ETF
-1.03%
-$3,862.6 
BMY Bristol-Myers Squibb Company
-1.02%
-$6,895.02 
FERG Ferguson Enterprises Inc
-0.99%
-$13,213.59 
VLO Valero Energy Corporation
-0.91%
-$60,566.72 
O Realty Income Corporation
-0.9%
-$3,854.52 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$1,990.14 
DRI Darden Restaurants, Inc.
-0.86%
-$18,624.6 
CMI Cummins Inc.
-0.85%
-$2,303.64 
DUK Duke Energy Corporation
-0.85%
-$3,373.28 
BAX Baxter International Inc.
-0.84%
-$8,248.38 
PFLT PennantPark Floating Rate Capital Ltd.
-0.84%
-$1,309.26 
LHX L3Harris Technologies, Inc.
-0.84%
-$16,333.8 
PSX Phillips 66
-0.83%
-$20,353.17 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$10,304 
CTAS Cintas Corporation
-0.8%
-$3,612.8 
WAT Waters Corporation
-0.77%
-$1,687.92 
GPC Genuine Parts Company
-0.77%
-$7,442.31 
WEC WEC Energy Group Inc.
-0.75%
-$2,331.2 
WM Waste Management, Inc.
-0.75%
-$2,534.65 
MAR Marriott International Inc. - Class A
-0.71%
-$54,054.21 
SNA Snap-on Inc.
-0.69%
-$2,558.41 
OBDC Blue Owl Capital Corporation
-0.67%
-$14,326.27 
LPLA LPL Financial Holdings Inc.
-0.67%
-$21,600.54 
BFS Saul Centers Inc.
-0.66%
-$6,739.53 
SO The Southern Company
-0.66%
-$4,228.78 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$2,030.67 
GOOD Gladstone Commercial Corporation
-0.62%
-$3,462.24 
FDXF FedEx Freight Holding Company Inc.
-0.61%
-$3,273.32 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$3,796.16 
IOT Samsara Inc. Class A Common Stock
-0.56%
-$2,569.68 
OHI Omega Healthcare Investors Inc.
-0.53%
-$4,375 
PFE Pfizer Inc.
-0.5%
-$2,145.78 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$1,883.76 
TEQI T. Rowe Price Equity Income ETF
-0.49%
-$1,050.86 
CVX Chevron Corporation
-0.48%
-$7,059.62 
CRM Salesforce Inc
-0.43%
-$8,269.8 
BSET Bassett Furniture Industries Inc.
-0.39%
-$2,824.64 
AJG Arthur J. Gallagher & Co.
-0.38%
-$1,003.72 
INTU Intuit Inc.
-0.37%
-$11,264.76 
AXP American Express Company
-0.33%
-$17,933.03 
HTLD Heartland Express Inc.
-0.33%
-$2,590.04 
JPM JPMorgan Chase & Co.
-0.33%
-$7,926.28 
MDT Medtronic plc
-0.29%
-$2,182.68 
RCL Royal Caribbean Group
-0.29%
-$10,731 
JNJ Johnson & Johnson
-0.27%
-$4,109.48 
WFC Wells Fargo & Company
-0.25%
-$607.05 
MKL Markel Group Inc.
-0.25%
-$1,413.58 
CASY Casey's General Stores Inc.
-0.22%
-$13,930.58 
YFYA Yields for You Strategy A ETF
-0.2%
-$461.1 
TROW T. Rowe Price Group, Inc.
-0.18%
-$1,913.87 
AMZN Amazon.com Inc
-0.17%
-$1,051.58 
TDVG T. Rowe Price Dividend Growth ETF
-0.16%
-$339.53 
BAC Bank of America Corporation
-0.16%
-$8,328.3 
RHP Ryman Hospitality Properties, Inc.
-0.13%
-$4,881.76 
CVS CVS Health Corporation
-0.08%
-$168.75 
WMT Walmart Inc.
-0.07%
-$2,544.29 
D Dominion Energy, Inc.
-0.05%
-$222.29 
PWV Invesco Large Cap Value ETF
-0.04%
-$122.85 
COST Costco Wholesale Corporation
-0.02%
-$1,253.12 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1908 | Longs Won 1226/1908 64% | Profit Factor 7.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $394,122.4 |
| Average Win $95,463.47 | Best Trade (Aug 14) $9.5M | Sharpe Ratio -67.52 |
| Average Loss -$22,719.9 | Worst Trade (Dec 30) -$909,227.39 | Z-Score 14.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 5d | Expectancy $53,219.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7580 758075AF2 | 45,000 | $44,977.36 | $45,023 | - | $45.64 | 0.1% | 0.0 |
| AAPL Apple Inc. | 37,125 | $4.92M | $12.12M | - | $7.21M | 146.58% | +3.561% |
| ABM ABM Industries Inc. | 34,694 | $1.59M | $1.7M | - | $113,130.84 | 7.12% | -1.407% |
| ABT Abbott Laboratories | 7,577 | $788,707.79 | $783,234.49 | - | -$5,473.3 | -0.69% | -1.768% |
| ADI Analog Devices, Inc. | 1,010 | $169,394.05 | $364,862.5 | - | $195,468.45 | 115.39% | -1.046% |
| ADM Archer-Daniels-Midland Co | 21,448 | $1.33M | $1.86M | - | $532,515.58 | 40% | +0.404% |
| AFG American Financial Group Inc. | 2,000 | $274,560 | $283,356 | - | $8,796 | 3.2% | +0.853% |
| AJG Arthur J. Gallagher & Co. | 1,091 | $313,588.3 | $265,505.76 | - | -$48,082.54 | -15.33% | -0.377% |
| AKRE Akre Focus ETF | 48,768 | $3.19M | $2.75M | - | -$443,012.84 | -13.87% | -1.197% |
| AMAT Applied Materials, Inc. | 38,952 | $5.05M | $17.68M | - | $12.63M | 250.1% | -3.189% |
| AMD Advanced Micro Devices, Inc. | 10,881 | $1.76M | $5.48M | - | $3.72M | 210.75% | -3.357% |
| AMGN Amgen Inc. | 1,847 | $420,514.8 | $706,422.09 | - | $285,907.29 | 67.99% | -2.249% |
| AMH American Homes 4 Rent | 8,414 | $273,068.15 | $265,503.77 | - | -$7,564.38 | -2.77% | -2.125% |
| AMZN Amazon.com Inc | 2,390 | $349,033.93 | $602,184.4 | - | $253,150.47 | 72.53% | -0.174% |
| AUB Atlantic Union Bankshares Corporation | 34,083 | $1.05M | $1.35M | - | $297,895.72 | 28.29% | +0.253% |
| AXP American Express Company | 16,760 | $3.96M | $5.38M | - | $1.41M | 35.68% | -0.333% |
| AYI Acuity Brands Inc. | 1,720 | $302,349.06 | $543,623.2 | - | $241,274.14 | 79.8% | -1.478% |
| BAC Bank of America Corporation | 83,283 | $2.59M | $5.21M | - | $2.62M | 101.14% | -0.16% |
| BAX Baxter International Inc. | 40,236 | $1.51M | $973,107.66 | - | -$539,207.87 | -35.65% | -0.841% |
| BEP Brookfield Renewable Partners L.P. | 12,254 | $312,577.45 | $374,053.35 | - | $61,475.9 | 19.67% | -2.163% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Cornell P. Abod?
The largest contributions to the portfolio's profits come from the following stocks: Cummins Inc - $1.08M, Darden Restaurants, Inc - $918,040.87, Coterra Energy Inc - $885,705.48, Blue Owl Capital Corporation - $850,280.62, and Amgen Inc - $768,789.07. 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: Cable One Inc - $880,180.27, Golden Entertainment Inc - $253,930.94, Northrop Grumman Corporation - $178,610.92, Medical Properties Trust, Inc - $170,174.32, and Hormel Foods Corporation - $164,394.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cornell P. Abod's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.81M earned over time. The largest contributors to dividend income include Blue Owl Capital Corporation - $834,889.61, Redwood Trust Inc - $580,402.48, Buckle Inc - $476,533.85, Ryman Hospitality Properties, Inc - $454,650.05, and Darden Restaurants, Inc - $395,442.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cornell P. Abod's monthly returns?
Cornell P. Abod'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 Cornell P. Abod's strategy be considered aggressive or moderate?
Cornell P. Abod'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 Cornell P. Abod's strategy?
Cornell P. Abod'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.
