LHH

Luther Hartwell Hodges Portfolio

Invests via Waycross Investment Management Co. | Managed by Luther H. (Hart) Hodges, David G. Schneider

Invests via Waycross Investment Management Co.

Managed by Luther H. (Hart) Hodges, David G. Schneider

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Luther Hartwell Hodges Profile

Luther Hartwell Hodges is recognized for his impactful contributions to corporate governance and economic development. With a distinguished career in public service, he served as the Governor of North Carolina, where he spearheaded significant reforms that bolstered industrial growth and modernization within the state. His leadership extended into various sectors, with pivotal roles on numerous boards that influenced business practices nationally. Notably, he played an instrumental part in initiatives fostering educational advancements and workforce development aligned with evolving market demands. His legacy reflects a commitment to progressive economic policies that have made enduring marks on both local businesses and broader capital markets.

Investment Philosophy & Strategy

Opportunity arises from Luther Hartwell Hodges' extensive experience in both public service and corporate leadership. His approach to investment reflects a keen understanding of market dynamics, honed through years of driving reforms that enhanced economic viability. Focused on fostering sustainable growth, he identifies industries poised for innovation and scalability, aiming to bolster competitive positioning within emerging sectors. Engaging with a diverse range of stakeholders allows him to create collaborative pathways that address workforce needs while simultaneously advancing capital development initiatives. The strategic acumen derived from his governance roles informs decisions aimed at unlocking value across multiple business environments.

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:

26.75%

Gain +0.7%

Monthly

0.71%

Yearly

8.92%

Drawdown

7.66%

$112.95M

Equity

Holdings

$112.95M

Investment

$88.5M

$33.17M

Profit +$898,248.15

Realized

$8.72M

Unrealized

$24.45M

Dividends

$7.96M

Goals

Avg. 16% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

32%

Today

Compared To Yesterday

Gain

0.7%

Profit

$898,248.15

Win %

76%

This Week

Compared To Last Week

Gain

0.8%

Profit

$898,248.15

Win %

76%

This Month

Compared to last month

Gain

0.67%

Profit

$749,147.47

Win %

76%

This Year

Compared to last year

Gain

-13.58%

Profit

-$14.38M

Win %

75%

Gainers
Losers

GDX VanEck Gold Miners ETF

+8.03%

+$41,582.81

GLD SPDR Gold Shares

+3.54%

+$8,363.61

AMZN Amazon.com Inc

+3.44%

+$21,822.18

AVGO Broadcom Inc.

+2.95%

+$13,055.8

GOOG Alphabet Inc

+2.7%

+$106,482.49

JBL Jabil Inc.

+2.41%

+$113,446.26

WU Western Union Co.

+2.38%

+$19,320.59

INTU Intuit Inc.

+2.32%

+$8,025

GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

+2.32%

+$151,692.54

VUG Vanguard Growth ETF

+2.27%

+$5,619.22

DE Deere & Company

+2.1%

+$45,438.98

VXUS Vanguard Total International Stock Index Fund Investor Shares

+1.8%

+$8,998.08

XYL Xylem Inc.

+1.74%

+$8,787.84

VO Vanguard Mid-Cap ETF

+1.62%

+$3,978.36

VTI VANGUARD TOTAL STOCK MKT ETF

+1.6%

+$13,876.8

SCHB Schwab U.S. Broad Market ETF

+1.6%

+$18,334.22

VOO Vanguard S&P 500 ETF

+1.57%

+$5,102.72

SPY SPDR S&P 500 ETF Trust

+1.56%

+$67,609.57

DUHP Dimensional US High Profitability ETF

+1.46%

+$108,288

MSFT Microsoft Corp.

+1.34%

+$38,309.58

RSP Invesco S&P 500 Equal Weight ETF

+1.16%

+$68,415.06

AAPL Apple Inc.

+1.06%

+$16,878.67

J Jacobs Solutions Inc.

+0.89%

+$7,109.96

CP Canadian Pacific Kansas City Limited

+0.56%

+$3,403

COWZ Pacer US Cash Cows 100 ETF

+0.45%

+$12,636.17

DHR Danaher Corporation

+0.32%

+$2,894.46

STLD Steel Dynamics Inc.

+0.21%

+$7,809.6

BSCU Invesco BulletShares 2030 Corporate Bond ETF

+0.21%

+$12,702.31

BUG Global X Cybersecurity ETF

+0.2%

+$2,454.4

SCHR Schwab Intermediate-Term U.S. Treasury ETF

+0.18%

+$2,054.07

IBTK iShares iBonds Dec 2030 Treasury ETF

+0.18%

+$18,238.5

BSCV Invesco BulletShares 2031 Corporate Bond ETF

+0.15%

+$9,287.3

IBTJ iShares iBonds Dec 2029 Term Fund

+0.14%

+$13,077.42

BRK-B Berkshire Hathaway Inc.

+0.13%

+$1,670.76

NEAR iShares Short Maturity Bond ETF

+0.09%

+$322.04

RTX RTX Corporation

+0.08%

+$1,710.9

FLRT Pacer Pacific Asset Floating Rate High Income ETF

+0.07%

+$3,149.41

SGOV iShares 0-3 Month Treasury Bond ETF

+$31.18

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

WMT Walmart Inc.

-1.61%

-$24,544.65

TMUS T-Mobile US, Inc.

-1.42%

-$21,229.48

COST Costco Wholesale Corporation

-0.89%

-$8,470.92

CSCO Cisco Systems, Inc.

-0.62%

-$13,917.75

XLU Utilities Select Sector SPDR Fund

-0.47%

-$29,378.26

Events

Dividends

Dividend Analysis

No Data

Trades 550	Longs Won 385/550 70%	Profit Factor 12.27
Profitability	Shorts Won 0/0 0%	Standard Deviation $286,838.53
Average Win $93,793.25	Best Trade (Jun 15) $3.79M	Sharpe Ratio -9.63
Average Loss -$17,839.64	Worst Trade (Jun 11) -$268,895.67	Z-Score 0.46 (35.26%)
Commissions $0	Avg. Trade Length 1y 4m 2w 6d	Expectancy $60,303.38

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	6,329	5,696	5,063	4,430	3,797	3,165	2,532	1,899	1,266	633