Kevin Galvin Portfolio
Invests via Hopwood Financial Services, Inc. | Managed by Herbert G. Hopwood, Kevin J. Galvin
Invests via Hopwood Financial Services, Inc.
Managed by Herbert G. Hopwood, Kevin J. Galvin
Automatically Tracked
Kevin Galvin Profile
Veteran investor and operator with a focus on growth-stage companies, M&A and board-level performance improvement, Kevin Galvin leverages a blend of operational leadership and transaction experience to advise and scale technology and services businesses. He is known for driving revenue-focused transformations, structuring growth financings, and supporting CEO teams through exits and strategic partnerships. Market-facing profile suits roles in private equity, growth equity or corporate development and frequent participation on governance and advisory bodies.
Veteran investor and operator with a focus on growth-stage companies, M&A and board-level performance improvement, Kevin Galvin leverages a blend of operational leadership and transaction experience to advise and scale technology and services businesses. He is known for driving revenue-focused transformations, structuring growth financings, and supporting CEO teams through exits and strategic partnerships. Market-facing profile suits roles in private equity, growth equity or corporate development and frequent participation on governance and advisory bodies.
Investment Philosophy & Strategy
Prioritizes growth-stage technology and services companies where operational intervention and deal structuring can unlock revenue and valuation upside. Emphasizes active board-level partnership, KPI-driven commercial turnarounds, and structuring growth financings that align management incentives with exit or strategic-partner scenarios. Uses a transaction-minded, operator lens to underwrite opportunities—favoring repeatable revenue models, clear paths to margin expansion, and defensible customer relationships. Time horizon is variable but outcome-focused, blending mid-term value creation with disciplined downside protection via covenants, earn-outs, and staged capital deployment.
Prioritizes growth-stage technology and services companies where operational intervention and deal structuring can unlock revenue and valuation upside. Emphasizes active board-level partnership, KPI-driven commercial turnarounds, and structuring growth financings that align management incentives with exit or strategic-partner scenarios. Uses a transaction-minded, operator lens to underwrite opportunities—favoring repeatable revenue models, clear paths to margin expansion, and defensible customer relationships. Time horizon is variable but outcome-focused, blending mid-term value creation with disciplined downside protection via covenants, earn-outs, and staged capital deployment.
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:
27.9%
Gain +1%
Monthly
1.25%
Yearly
16.03%
Drawdown
16.89%
$177.08M
Equity
Holdings
$177.08M
Investment
$142.96M
$36M
Profit +$1.57M
Realized
$1.88M
Unrealized
$34.12M
Dividends
$4.17M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$1.57M
Win %
82%
This Week
Compared To Last Week
Gain
0.96%
Profit
$1.69M
Win %
82%
This Month
Compared to last month
Gain
2.76%
Profit
$4.75M
Win %
82%
This Year
Compared to last year
Gain
2.52%
Profit
$4.36M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$101,420.85 
GOOG Alphabet Inc
+6.88%
+$46,215.64 
GOOGL Alphabet Inc
+6.73%
+$119,383.11 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$13,516.09 
MSFT Microsoft Corp.
+3.02%
+$86,704.86 
NVDA NVIDIA Corporation
+2.93%
+$6,772.07 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$6,625.43 
CVX Chevron Corporation
+2.35%
+$8,940.56 
CSCO Cisco Systems, Inc.
+2.14%
+$9,071.19 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$13,110.68 
LMT Lockheed Martin Corporation
+1.5%
+$3,866.24 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$75,419.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$34,392.96 
ITW Illinois Tool Works Inc.
+1.15%
+$12,259 
XLE Energy Select Sector SPDR Fund
+1%
+$4,764.84 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$3,256.2 
SCHW Charles Schwab Corporation
+0.87%
+$4,292.47 
IBM International Business Machines Corporation
+0.86%
+$2,257.6 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,026.65 
EMR Emerson Electric Co.
+0.79%
+$3,202.55 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,573.52 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$121,688.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$9,695.78 
CAT Caterpillar Inc.
+0.7%
+$1,786.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$29,890.56 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$31,301.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,875.67 
CGGR Capital Group Growth ETF
+0.65%
+$27,765.18 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,917.08 
CGDV Capital Group Dividend Value ETF
+0.63%
+$14,758.79 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$11,159.38 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$8,801.78 
TVAL T. Rowe Price Value ETF
+0.49%
+$10,891.23 
IYW iShares U.S. Technology ETF
+0.46%
+$2,008.77 
RTX RTX Corporation
+0.39%
+$4,659.48 
AVGO Broadcom Inc.
+0.37%
+$766.08 
PG Procter & Gamble Co
+0.37%
+$2,540.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$3,412.16 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$1,684.65 
JPM JPMorgan Chase & Co.
+0.27%
+$2,916.82 
KBE SPDR S&P Bank ETF
+0.24%
+$680 
JNJ Johnson & Johnson
+0.21%
+$2,639.4 
WMT Walmart Inc.
+0.09%
+$303.61 
ABT Abbott Laboratories
+0.09%
+$253.71 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$46 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$177,255.08 
TROW T. Rowe Price Group, Inc.
-6.31%
-$19,796.37 
QCOM QUALCOMM Incorporated
-2.63%
-$5,586.01 
ABBV AbbVie Inc.
-2.51%
-$10,746.67 
XLB Materials Select Sector SPDR Fund
-2.34%
-$7,763.36 
NFLX Netflix, Inc.
-2%
-$5,402 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,517.74 
AON Aon plc
-1.64%
-$4,484.91 
LRCX Lam Research Corporation
-1.58%
-$3,243.01 
NVS Novartis AG Sponsored ADR
-1.45%
-$5,484.57 
LOW Lowe's Companies Inc.
-1.08%
-$9,872.24 
INTC Intel Corporation
-1.02%
-$1,357.8 
XOM Exxon Mobil Corporation
-0.97%
-$54,764.82 
MA Mastercard Incorporated
-0.74%
-$2,176 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,955.79 
AMGN Amgen Inc.
-0.64%
-$4,287.94 
SBUX Starbucks Corporation
-0.57%
-$1,810.2 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,563.3 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$112,063.86 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,882.43 
PEP PepsiCo, Inc.
-0.46%
-$3,072.64 
HD The Home Depot, Inc.
-0.42%
-$810.38 
VGT Vanguard Information Technology ETF
-0.38%
-$14,476.81 
AXP American Express Company
-0.38%
-$1,082.03 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,293.52 
CL Colgate-Palmolive Company
-0.33%
-$981 
SDY SPDR S&P Dividend ETF
-0.28%
-$633.6 
VTV Vanguard Value ETF
-0.27%
-$4,579.5 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,450.65 
BX Blackstone Inc.
-0.25%
-$604.81 
COST Costco Wholesale Corporation
-0.24%
-$1,014.59 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$602.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$633.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,712.42 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$3,628.27 
BKNG Booking Holdings Inc.
-0.18%
-$459.37 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$18,052.32 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$335.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,860.86 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$8,727.74 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$16,667.84 
XLF Financial Select Sector SPDR Fund
-0.1%
-$775.98 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$8,664.12 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,318.5 Events
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Dividends
Dividend Analysis
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| Trades 890 | Longs Won 632/890 71% | Profit Factor 19.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $272,589.02 |
| Average Win $59,974 | Best Trade (Aug 28) $5.08M | Sharpe Ratio -10.72 |
| Average Loss -$7,367.04 | Worst Trade (Aug 28) -$170,376.65 | Z-Score 8.81 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $40,452.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,229 | $1.79M | $2.23M | - | $438,691.38 | 24.45% | -7.354% |
| ABBV AbbVie Inc. | 1,661 | $295,160.36 | $416,811.34 | - | $121,650.98 | 41.22% | -2.513% |
| ABT Abbott Laboratories | 2,819 | $322,565.81 | $297,968.3 | - | -$24,597.51 | -7.63% | +0.085% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 138,864 | $9.63M | $10.45M | - | $823,685.25 | 8.56% | -0.172% |
| AMGN Amgen Inc. | 1,729 | $455,388.65 | $665,941.64 | - | $210,552.99 | 46.24% | -0.64% |
| AMZN Amazon.com Inc | 2,811 | $608,662.78 | $763,411.35 | - | $154,748.57 | 25.42% | +15.321% |
| AON Aon plc | 745 | $265,239.76 | $268,609.74 | - | $3,369.98 | 1.27% | -1.642% |
| AUB Atlantic Union Bankshares Corporation | 11,231 | $351,305.72 | $476,531.33 | - | $125,225.61 | 35.65% | +0.355% |
| AVGO Broadcom Inc. | 532 | $200,963 | $207,096.96 | - | $6,133.96 | 3.05% | +0.371% |
| AXP American Express Company | 852 | $252,865.56 | $286,485 | - | $33,619.44 | 13.3% | -0.376% |
| BKNG Booking Holdings Inc. | 1,351 | $267,081.53 | $260,607.89 | - | -$6,473.64 | -2.42% | -0.176% |
| BND Vanguard Total Bond Market Index Fund | 7,635 | $549,093.47 | $551,476.05 | - | $2,382.58 | 0.43% | -0.262% |
| BSV Vanguard Short-Term Bond ETF | 144,402 | $11.37M | $11.2M | - | -$169,757.93 | -1.49% | -0.077% |
| BX Blackstone Inc. | 1,890 | $325,889.24 | $241,447.5 | - | -$84,441.74 | -25.91% | -0.25% |
| CAT Caterpillar Inc. | 315 | $114,264.88 | $256,665.15 | - | $142,400.27 | 124.62% | +0.701% |
| CGDV Capital Group Dividend Value ETF | 47,609 | $2.05M | $2.36M | - | $304,960.09 | 14.85% | +0.63% |
| CGGR Capital Group Growth ETF | 95,742 | $3.63M | $4.29M | - | $660,983.91 | 18.19% | +0.651% |
| CGXU Capital Group International Focus Equity ETF | 622,577 | $16.07M | $20.84M | - | $4.77M | 29.65% | -0.535% |
| CL Colgate-Palmolive Company | 3,270 | $297,276 | $298,551 | - | $1,275 | 0.43% | -0.328% |
| COST Costco Wholesale Corporation | 445 | $408,181.87 | $423,591.05 | - | $15,409.18 | 3.78% | -0.239% |
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FAQ
Which stocks have generated the highest profits for Kevin Galvin?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group International Focus Equity ETF - $1.08M, Exxon Mobil Corporation - $803,835.4, Vanguard Short-Term Bond ETF - $434,932.02, SPDR S&P 500 ETF Trust - $290,779.98, and iShares Core S&P Mid-Cap ETF - $243,336.87. 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: UnitedHealth Group Incorporated - $102,583.47, Sandy Spring Bancorp, Inc - $84,963.16, Berkshire Hathaway Inc - $69,642, T. Rowe Price U.S. Equity Research ETF - $63,930.47, and Fiserv, Inc - $61,192. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Galvin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.17M earned over time. The largest contributors to dividend income include Capital Group International Focus Equity ETF - $1.08M, Vanguard Short-Term Bond ETF - $349,875.14, Exxon Mobil Corporation - $274,741.16, SPDR S&P 500 ETF Trust - $253,323.45, and iShares Core S&P Mid-Cap ETF - $243,336.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Galvin's monthly returns?
Kevin Galvin'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 Galvin's strategy be considered aggressive or moderate?
Kevin Galvin's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kevin Galvin's strategy?
Kevin Galvin'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.
