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:
1.16%
Gain
Monthly
0.06%
Yearly
0.75%
Drawdown
18.99%
$164.84M
Equity
Holdings
$164.84M
Investment
$135.02M
$31.35M
Profit -$578,757.45
Realized
$1.54M
Unrealized
$29.82M
Dividends
$4.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$578,757.45
Win %
86%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$570,677.75
Win %
86%
This Month
Compared to last month
Gain
-0.1%
Profit
-$161,921.32
Win %
86%
This Year
Compared to last year
Gain
11.07%
Profit
$16.43M
Win %
85%
ABT Abbott Laboratories
+10.33%
+$26,918.55 
IBM International Business Machines Corporation
+3.82%
+$9,619.45 
ITW Illinois Tool Works Inc.
+3.64%
+$37,255.63 
ABBV AbbVie Inc.
+3.06%
+$12,407.67 
AMGN Amgen Inc.
+2.92%
+$18,119.92 
COST Costco Wholesale Corporation
+2.9%
+$11,220.98 
PEP PepsiCo, Inc.
+2.86%
+$19,063.62 
AON Aon plc
+2.82%
+$6,603.3 
SBUX Starbucks Corporation
+2.73%
+$8,543.99 
CL Colgate-Palmolive Company
+2.66%
+$7,946.1 
XLP Consumer Staples Select Sector SPDR Fund
+2.59%
+$9,432.72 
MSFT Microsoft Corp.
+2.52%
+$62,086.2 
MA Mastercard Incorporated
+2.48%
+$5,529.42 
KBE SPDR S&P Bank ETF
+2.31%
+$6,440 
LOW Lowe's Companies Inc.
+2.31%
+$20,606.77 
WMT Walmart Inc.
+2.2%
+$8,248.48 
AUB Atlantic Union Bankshares Corporation
+2.17%
+$10,332.52 
VNQ Vanguard Real Estate ETF
+1.92%
+$5,315.62 
SDY SPDR S&P Dividend ETF
+1.87%
+$4,004 
PG Procter & Gamble Co
+1.76%
+$13,806 
AAPL Apple Inc.
+1.74%
+$40,733.03 
CVX Chevron Corporation
+1.37%
+$4,905.44 
NVS Novartis AG Sponsored ADR
+1.3%
+$4,701.77 
EMR Emerson Electric Co.
+1.28%
+$4,861.5 
JNJ Johnson & Johnson
+1.12%
+$13,780.75 
XOM Exxon Mobil Corporation
+1.02%
+$56,593.53 
BX Blackstone Inc.
+0.98%
+$2,343.6 
XLE Energy Select Sector SPDR Fund
+0.96%
+$4,245.48 
NFLX Netflix, Inc.
+0.87%
+$2,382.29 
IUSV iShares Core S&P U.S. Value ETF
+0.78%
+$2,084.65 
BKNG Booking Holdings Inc.
+0.75%
+$1,811.67 
IVE ISHARES S&P 500 VALUE ETF
+0.74%
+$13,707.1 
TROW T. Rowe Price Group, Inc.
+0.61%
+$2,011.15 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$49,942.5 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.55%
+$2,151.45 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$3,319.48 
VCR Vanguard Consumer Discretionary ETF
+0.45%
+$1,152.39 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.4%
+$1,681.9 
AXP American Express Company
+0.36%
+$1,116.12 
VTV Vanguard Value ETF
+0.32%
+$5,364.66 
XLB Materials Select Sector SPDR Fund
+0.29%
+$940.47 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$794.31 
TVAL T. Rowe Price Value ETF
+0.25%
+$4,703.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.25%
+$3,196.68 
MDY SPDR S&P MidCap 400 ETF Trust
+0.21%
+$14,598.72 
IJH iShares Core S&P Mid-Cap ETF
+0.2%
+$31,734.7 
XLU Utilities Select Sector SPDR Fund
+0.13%
+$373.92 
LMT Lockheed Martin Corporation
+0.11%
+$274.34 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$99.6 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
CAT Caterpillar Inc.
-4.36%
-$13,756.87 
GOOGL Alphabet Inc
-3.82%
-$73,312.21 
GOOG Alphabet Inc
-3.82%
-$29,898.95 
CSCO Cisco Systems, Inc.
-2.59%
-$10,785.48 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$7,451.4 
IYW iShares U.S. Technology ETF
-2.26%
-$10,434.6 
VGT Vanguard Information Technology ETF
-1.99%
-$78,323.2 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.98%
-$102,766.49 
CGXU Capital Group International Focus Equity ETF
-1.85%
-$365,307.39 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$10,284.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.61%
-$40,035.56 
CGGR Capital Group Growth ETF
-1.38%
-$60,180.43 
RTX RTX Corporation
-1.31%
-$14,314.96 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.25%
-$116,160.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$5,498.35 
JPM JPMorgan Chase & Co.
-0.99%
-$11,826.6 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.67%
-$2,220.37 
IVV iShares Core S&P 500 ETF
-0.62%
-$24,268.3 
AMZN Amazon.com Inc
-0.62%
-$4,523.17 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.61%
-$26,781.5 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$104,094.9 
VOO Vanguard S&P 500 ETF
-0.6%
-$5,996.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$9,552.85 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.54%
-$2,113.87 
XLI Industrial Select Sector SPDR Fund
-0.49%
-$2,363.84 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.35%
-$8,892.55 
XLC Communication Services Select Sector SPDR Fund
-0.34%
-$2,923.3 
CGDV Capital Group Dividend Value ETF
-0.34%
-$6,835.12 
SCHW Charles Schwab Corporation
-0.2%
-$990.57 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.19%
-$1,812.71 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$238.07 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$2,607.98 Events
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Dividends
Dividend Analysis
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| Trades 814 | Longs Won 545/814 66% | Profit Factor 19.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $248,796.87 |
| Average Win $60,684.5 | Best Trade (Jul 10) $4.59M | Sharpe Ratio -12.27 |
| Average Loss -$6,393.6 | Worst Trade (Jul 14) -$232,985.15 | Z-Score 5.41 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $38,517.41 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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Returns
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