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:
67.22%
Gain +0.47%
Monthly
1.56%
Yearly
20.42%
Drawdown
23.69%
$297.63M
Equity
Holdings
$297.63M
Investment
$198.17M
$104.24M
Profit +$869,715.42
Realized
$4.78M
Unrealized
$99.46M
Dividends
$14.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$869,715.42
Win %
72%
This Week
Compared To Last Week
Gain
0.29%
Profit
$869,715.42
Win %
72%
This Month
Compared to last month
Gain
-2.31%
Profit
-$7.05M
Win %
72%
This Year
Compared to last year
Gain
13.91%
Profit
$36.36M
Win %
72%
UTZ Utz Brands, Inc.
+88.99%
+$148,120.83 
WDC Western Digital Corporation
+10.77%
+$93,991.68 
DOCN DigitalOcean Holdings Inc.
+10.47%
+$38,208.08 
COIN Coinbase Global, Inc.
+10%
+$38,042.72 
SNDK SanDisk Corporation
+9.98%
+$77,444.82 
AMAT Applied Materials, Inc.
+6.49%
+$1.33M 
AMD Advanced Micro Devices, Inc.
+4.55%
+$249,306.51 
NVS Novartis AG Sponsored ADR
+3.64%
+$16,349.97 
GLW Corning Incorporated
+3.13%
+$17,723 
CBRL Cracker Barrel Old Country Store, Inc.
+2.67%
+$31,116.48 
C Citigroup Inc.
+2.53%
+$7,470.23 
OCUL Ocular Therapeutix Inc.
+2.53%
+$94,792.72 
FDX FedEx Corporation
+2.49%
+$65,999.21 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$273,661.69 
RYAAY Ryanair Holdings plc American Depositary Receipt
+2%
+$77,644 
NEM Newmont Corporation
+1.92%
+$17,100 
CAT Caterpillar Inc.
+1.73%
+$75,865.27 
ADI Analog Devices, Inc.
+1.72%
+$6,451.2 
CMI Cummins Inc.
+1.62%
+$5,010.05 
VGT Vanguard Information Technology ETF
+1.56%
+$5,492.68 
MRK Merck & Co., Inc.
+1.54%
+$9,806.72 
UPS United Parcel Service, Inc.
+1.41%
+$27,591.27 
QCOM QUALCOMM Incorporated
+1.12%
+$16,286.8 
NVDA NVIDIA Corporation
+1.11%
+$9,442.28 
OWL Blue Owl Capital Inc.
+1.07%
+$16,470.4 
AYI Acuity Brands Inc.
+1.06%
+$5,934 
HON Honeywell International Inc.
+1.02%
+$8,834.59 
ETN Eaton Corporation plc
+1.01%
+$3,624.75 
ADM Archer-Daniels-Midland Co
+1%
+$18,529.56 
JPM JPMorgan Chase & Co.
+0.94%
+$21,685.25 
TWI Titan International Inc.
+0.93%
+$16,235.03 
CSCO Cisco Systems, Inc.
+0.91%
+$53,017.77 
XOM Exxon Mobil Corporation
+0.9%
+$12,730.76 
DOW Dow Inc.
+0.87%
+$2,650 
PSX Phillips 66
+0.84%
+$16,425.5 
DLR Digital Realty Trust, Inc.
+0.78%
+$1,642.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$9,476 
GNRC Generac Holdings Inc.
+0.75%
+$47,997.33 
COP ConocoPhillips
+0.73%
+$2,069.75 
IRM Iron Mountain Inc.
+0.72%
+$8,402.26 
OHI Omega Healthcare Investors Inc.
+0.71%
+$6,125 
RRX Regal Rexnord Corporation
+0.69%
+$2,341.82 
CSTM Constellium SE
+0.68%
+$62,123.54 
WFC Wells Fargo & Company
+0.67%
+$1,565.42 
OBDC Blue Owl Capital Corporation
+0.64%
+$12,875.59 
BAC Bank of America Corporation
+0.59%
+$29,546.29 
AMGN Amgen Inc.
+0.58%
+$3,934.09 
KSS Kohl's Corporation
+0.51%
+$1,902.78 
PWV Invesco Large Cap Value ETF
+0.5%
+$1,597.05 
PFLT PennantPark Floating Rate Capital Ltd.
+0.5%
+$747.11 
NFLX Netflix, Inc.
+0.49%
+$2,106.39 
PFE Pfizer Inc.
+0.48%
+$2,129.04 
RTX RTX Corporation
+0.46%
+$8,534.7 
LPLA LPL Financial Holdings Inc.
+0.45%
+$13,713.52 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$2,757.02 
BAX Baxter International Inc.
+0.43%
+$4,054.89 
FFIV F5 Inc.
+0.42%
+$10,705.24 
RHP Ryman Hospitality Properties, Inc.
+0.41%
+$15,818.4 
IDN Intellicheck, Inc.
+0.39%
+$178.89 
TROW T. Rowe Price Group, Inc.
+0.34%
+$3,975.66 
SHEN Shenandoah Telecommunications Company
+0.33%
+$1,186.51 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$696.17 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.28%
+$914.5 
MAR Marriott International Inc. - Class A
+0.24%
+$19,601.97 
BMY Bristol-Myers Squibb Company
+0.22%
+$1,358.24 
RNR Renaissancere Holdings Ltd.
+0.15%
+$789.12 
CVX Chevron Corporation
+0.14%
+$1,812.87 
SPG Simon Property Group, Inc.
+0.13%
+$1,168.2 
D Dominion Energy, Inc.
+0.11%
+$555 
LUV Southwest Airlines Co.
+0.06%
+$452.82 
IP International Paper Company
+0.03%
+$100 
CMCSA Comcast Corp
+0.02%
+$83.09 
PRU Prudential Financial, Inc.
+0.02%
+$129.47 
22410JAB2
0%
$0 
758075AF2
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GDEN Golden Entertainment Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YFYA Yields for You Strategy A ETF
0%
$0 
GPC Genuine Parts Company
-6.48%
-$58,729.58 
LDOS Leidos Holdings Inc.
-2.14%
-$19,829.11 
AKRE Akre Focus ETF
-2.02%
-$56,156.48 
WM Waste Management, Inc.
-1.99%
-$7,389.27 
S SentinelOne Inc.
-1.9%
-$7,913.19 
IOT Samsara Inc. Class A Common Stock
-1.89%
-$8,724.96 
TSCO Tractor Supply Company
-1.88%
-$4,553.16 
NEWT NewtekOne Inc.
-1.87%
-$4,682.44 
GHC Graham Holdings Co.
-1.78%
-$59,903.4 
LMT Lockheed Martin Corporation
-1.72%
-$56,969.92 
CRM Salesforce Inc
-1.64%
-$21,979.2 
INTU Intuit Inc.
-1.57%
-$44,739.98 
PANW Palo Alto Networks, Inc.
-1.52%
-$12,159.9 
MUSA Murphy USA Inc.
-1.37%
-$18,970.72 
FAST Fastenal Co.
-1.3%
-$20,363.22 
BJ BJ's Wholesale Club Holdings, Inc.
-1.24%
-$21,087.67 
MSM MSC Industrial Direct Co., Inc.
-1.14%
-$20,594.26 
LKQ LKQ Corporation
-1.14%
-$3,306.57 
FERG Ferguson Enterprises Inc
-1.1%
-$15,049.44 
KMI Kinder Morgan, Inc.
-1.07%
-$7,158.55 
TRV The Travelers Companies, Inc.
-1.02%
-$9,426.32 
LEN Lennar Corporation
-1%
-$2,088.28 
HD The Home Depot, Inc.
-1%
-$14,551.56 
COST Costco Wholesale Corporation
-0.99%
-$53,025.18 
PG Procter & Gamble Co
-0.95%
-$3,595.44 
AMZN Amazon.com Inc
-0.92%
-$5,520.9 
FTNT Fortinet Inc.
-0.92%
-$13,529.88 
BEPC Brookfield Renewable Corporation
-0.91%
-$3,857.95 
BEP Brookfield Renewable Partners L.P.
-0.91%
-$3,527.56 
EVLV Evolv Technologies Holdings, Inc.
-0.89%
-$2,026.75 
MDT Medtronic plc
-0.89%
-$6,295.99 
TXRH Texas Roadhouse Inc.
-0.89%
-$9,192.42 
BFS Saul Centers Inc.
-0.88%
-$10,173.44 
VICI Vici Properties Inc.
-0.86%
-$3,073.26 
WY Weyerhaeuser Company
-0.86%
-$2,685.91 
SBGI Sinclair, Inc.
-0.85%
-$6,719.64 
SO The Southern Company
-0.85%
-$5,834.4 
LHX L3Harris Technologies, Inc.
-0.84%
-$18,387.87 
AAPL Apple Inc.
-0.84%
-$101,686.88 
AUB Atlantic Union Bankshares Corporation
-0.82%
-$11,799.69 
VZ Verizon Communications Inc.
-0.82%
-$9,040.78 
UNP Union Pacific Corporation
-0.8%
-$3,988.71 
PM Philip Morris International Inc.
-0.78%
-$2,447.71 
DRI Darden Restaurants, Inc.
-0.74%
-$14,839.2 
SNA Snap-on Inc.
-0.72%
-$2,854.71 
CTAS Cintas Corporation
-0.68%
-$3,106.38 
UBSI United Bankshares, Inc.
-0.67%
-$1,726.52 
WEC WEC Energy Group Inc.
-0.67%
-$2,180.25 
AFG American Financial Group Inc.
-0.64%
-$1,830 
GOOG Alphabet Inc
-0.63%
-$3,552.62 
GOOGL Alphabet Inc
-0.62%
-$19,651.52 
DEO Diageo plc Sponsored ADR
-0.61%
-$12,930.62 
MSFT Microsoft Corp.
-0.61%
-$70,115.84 
COF Capital One Financial Corporation
-0.6%
-$12,597.5 
HTLD Heartland Express Inc.
-0.6%
-$5,834.79 
DUK Duke Energy Corporation
-0.6%
-$2,456.25 
IBM International Business Machines Corporation
-0.59%
-$2,541.39 
AMH American Homes 4 Rent
-0.59%
-$1,668.4 
GIS General Mills, Inc.
-0.58%
-$4,327.18 
O Realty Income Corporation
-0.57%
-$2,953.12 
BSET Bassett Furniture Industries Inc.
-0.57%
-$4,890.26 
BKE Buckle Inc.
-0.56%
-$8,939.28 
HAE Haemonetics Corporation
-0.53%
-$15,402.73 
T AT&T Inc.
-0.52%
-$2,277.67 
CASY Casey's General Stores Inc.
-0.51%
-$44,406.32 
WMT Walmart Inc.
-0.51%
-$20,656.8 
RCL Royal Caribbean Group
-0.49%
-$16,574.55 
NVR NVR, Inc.
-0.49%
-$13,831.05 
ABM ABM Industries Inc.
-0.49%
-$7,981.23 
FVD First Trust Value Line Dividend Index Fund
-0.49%
-$1,883.52 
ABT Abbott Laboratories
-0.42%
-$3,220.22 
INVH Invitation Homes Inc.
-0.42%
-$2,049.62 
NSA National Storage Affiliates Trust
-0.4%
-$3,062.5 
SYY Sysco Corporation
-0.36%
-$6,264.29 
KIM Kimco Realty Corporation
-0.35%
-$1,719.9 
AXP American Express Company
-0.32%
-$17,385.2 
RWT Redwood Trust Inc.
-0.3%
-$3,627.15 
KO The Coca-Cola Company
-0.29%
-$5,155.19 
AJG Arthur J. Gallagher & Co.
-0.28%
-$766.08 
CALM Cal-Maine Foods Inc.
-0.26%
-$3,812.25 
MRP Millrose Properties Inc.
-0.24%
-$3,488.1 
VLO Valero Energy Corporation
-0.2%
-$10,387.69 
DE Deere & Company
-0.19%
-$10,101.28 
GD General Dynamics Corporation
-0.16%
-$518.4 
HQY HealthEquity Inc.
-0.15%
-$7,016.69 
MKL Markel Group Inc.
-0.14%
-$909.25 
JNJ Johnson & Johnson
-0.11%
-$1,532.49 
USB U.S. Bancorp
-0.1%
-$260.16 
ITW Illinois Tool Works Inc.
-0.04%
-$122.32 
GOOD Gladstone Commercial Corporation
-0.04%
-$219.76 Events
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Dividends
Dividend Analysis
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| Trades 1766 | Longs Won 1163/1766 65% | Profit Factor 7.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $430,388.2 |
| Average Win $102,591.38 | Best Trade (Jul 22) $10.17M | Sharpe Ratio -9.91 |
| Average Loss -$24,994.93 | Worst Trade (Dec 30) -$909,227.39 | Z-Score 12.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 4d | Expectancy $59,027.15 |
| 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 | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
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Returns
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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, Blue Owl Capital Corporation - $913,471.65, Darden Restaurants, Inc - $901,278.73, Amgen Inc - $764,134.63, and Coterra Energy Inc - $732,310.06. 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, Northrop Grumman Corporation - $178,610.92, Cracker Barrel Old Country Store, Inc - $164,627.65, Hormel Foods Corporation - $164,394.87, and Medical Properties Trust, Inc - $153,761.8. 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 $14.37M earned over time. The largest contributors to dividend income include Blue Owl Capital Corporation - $898,080.64, Redwood Trust Inc - $580,402.48, Ryman Hospitality Properties, Inc - $469,409.95, Buckle Inc - $462,822.6, and Darden Restaurants, Inc - $378,680.77. 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.
