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:
24.9%
Gain +0.32%
Monthly
1.04%
Yearly
13.23%
Drawdown
16.89%
$173.34M
Equity
Holdings
$173.34M
Investment
$142.96M
$32.27M
Profit +$495,311.01
Realized
$1.88M
Unrealized
$30.38M
Dividends
$4.54M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$495,311.01
Win %
78%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.35M
Win %
78%
This Month
Compared to last month
Gain
0.58%
Profit
$998,085.81
Win %
78%
This Year
Compared to last year
Gain
0.36%
Profit
$620,580.97
Win %
79%
AON Aon plc
+4.18%
+$8,574.94 
BKNG Booking Holdings Inc.
+3.93%
+$8,538.33 
LOW Lowe's Companies Inc.
+3.72%
+$30,486.49 
HD The Home Depot, Inc.
+3.69%
+$6,354.69 
UNH UnitedHealth Group Incorporated
+3.5%
+$8,843.76 
NFLX Netflix, Inc.
+3.28%
+$8,565.5 
BX Blackstone Inc.
+3.15%
+$6,312.6 
AMGN Amgen Inc.
+3.06%
+$22,528.89 
SBUX Starbucks Corporation
+3%
+$8,447.6 
NVS Novartis AG Sponsored ADR
+2.61%
+$9,196.8 
MA Mastercard Incorporated
+2.51%
+$7,751.69 
QCOM QUALCOMM Incorporated
+2.35%
+$5,684 
IBM International Business Machines Corporation
+2.33%
+$6,288.24 
AXP American Express Company
+2.25%
+$5,878.79 
LMT Lockheed Martin Corporation
+1.83%
+$4,278.41 
WMT Walmart Inc.
+1.74%
+$6,117.54 
VCR Vanguard Consumer Discretionary ETF
+1.74%
+$4,153.74 
ABT Abbott Laboratories
+1.73%
+$5,017.82 
XLB Materials Select Sector SPDR Fund
+1.64%
+$5,229.04 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.6%
+$6,520.6 
XLC Communication Services Select Sector SPDR Fund
+1.53%
+$13,426.6 
AUB Atlantic Union Bankshares Corporation
+1.5%
+$6,289.36 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.44%
+$18,706.54 
KBE SPDR S&P Bank ETF
+1.39%
+$3,480 
TROW T. Rowe Price Group, Inc.
+1.36%
+$3,575.44 
XLF Financial Select Sector SPDR Fund
+1.35%
+$9,505.75 
MSFT Microsoft Corp.
+1.27%
+$43,097.82 
SDY SPDR S&P Dividend ETF
+1.22%
+$2,678.4 
VNQ Vanguard Real Estate ETF
+0.95%
+$2,489.7 
XLP Consumer Staples Select Sector SPDR Fund
+0.92%
+$3,563.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.9%
+$3,219.55 
IJR iShares Core S&P Small-Cap ETF
+0.9%
+$70,731.94 
VIG Vanguard Dividend Appreciation ETF
+0.8%
+$4,973.61 
VTV Vanguard Value ETF
+0.67%
+$11,487.76 
ITW Illinois Tool Works Inc.
+0.66%
+$6,676.44 
IUSV iShares Core S&P U.S. Value ETF
+0.64%
+$1,735.2 
IJH iShares Core S&P Mid-Cap ETF
+0.63%
+$94,798.34 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$3,283.05 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.59%
+$1,239.87 
MDY SPDR S&P MidCap 400 ETF Trust
+0.57%
+$38,021.08 
IVE ISHARES S&P 500 VALUE ETF
+0.57%
+$10,764.12 
GOOGL Alphabet Inc
+0.53%
+$9,749.3 
PG Procter & Gamble Co
+0.49%
+$3,643.44 
CGGR Capital Group Growth ETF
+0.49%
+$22,020.66 
GOOG Alphabet Inc
+0.47%
+$3,259.46 
ABBV AbbVie Inc.
+0.46%
+$2,142.67 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.45%
+$1,763.78 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.45%
+$4,265.2 
PEP PepsiCo, Inc.
+0.41%
+$2,568.53 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$1,191.94 
TVAL T. Rowe Price Value ETF
+0.38%
+$8,557.4 
CGDV Capital Group Dividend Value ETF
+0.33%
+$7,617.44 
COST Costco Wholesale Corporation
+0.29%
+$1,259.35 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$3,993.01 
BSV Vanguard Short-Term Bond ETF
+0.23%
+$25,270.35 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.22%
+$4,422.93 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.2%
+$20,829.6 
CGXU Capital Group International Focus Equity ETF
+0.2%
+$40,467.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.16%
+$2,034.32 
SPY SPDR S&P 500 ETF Trust
+0.13%
+$23,016.34 
IVV iShares Core S&P 500 ETF
+0.12%
+$5,604.32 
VOO Vanguard S&P 500 ETF
+0.12%
+$1,655.87 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.1%
+$297.86 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.1%
+$4,890.9 
TCHP T. Rowe Price Blue Chip Growth ETF
+0.08%
+$4,189.96 
AMZN Amazon.com Inc
+0.06%
+$435.7 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$92 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$31.2 
LRCX Lam Research Corporation
-4.4%
-$8,714.7 
CSCO Cisco Systems, Inc.
-3.89%
-$16,499.86 
INTC Intel Corporation
-3.74%
-$5,358.2 
SCHW Charles Schwab Corporation
-2.88%
-$13,160.43 
CAT Caterpillar Inc.
-2.52%
-$5,953.49 
XLE Energy Select Sector SPDR Fund
-1.84%
-$10,054.62 
AVGO Broadcom Inc.
-1.72%
-$3,160.08 
NVDA NVIDIA Corporation
-1.68%
-$4,400.06 
CVX Chevron Corporation
-1.38%
-$6,072.45 
XOM Exxon Mobil Corporation
-1.38%
-$87,337.16 
XLK State Street Technology Select Sector SPDR ETF
-1.18%
-$3,731.82 
VGT Vanguard Information Technology ETF
-0.94%
-$38,885.39 
IYW iShares U.S. Technology ETF
-0.7%
-$3,366.62 
CL Colgate-Palmolive Company
-0.57%
-$1,716.75 
RTX RTX Corporation
-0.55%
-$5,713.41 
QQQ Invesco QQQ Trust, Series 1
-0.48%
-$2,309.36 
JNJ Johnson & Johnson
-0.4%
-$5,029.8 
JPM JPMorgan Chase & Co.
-0.38%
-$3,940.81 
IWF iShares Russell 1000 Growth ETF
-0.3%
-$654.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.3%
-$7,523.64 
XLU Utilities Select Sector SPDR Fund
-0.22%
-$567.81 
AAPL Apple Inc.
-0.14%
-$3,397.56 
EMR Emerson Electric Co.
-0.13%
-$569.95 
XLI Industrial Select Sector SPDR Fund
-0.04%
-$194.37 Events
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Dividends
Dividend Analysis
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| Trades 890 | Longs Won 621/890 69% | Profit Factor 13.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,038.93 |
| Average Win $55,962.43 | Best Trade (Oct 15) $4.17M | Sharpe Ratio -11.75 |
| Average Loss -$9,240.13 | Worst Trade (Oct 14) -$271,495.99 | Z-Score 2.71 (99.33%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $36,255.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,229 | $1.79M | $2.48M | - | $681,441.2 | 37.98% | -0.137% |
| ABBV AbbVie Inc. | 1,661 | $295,160.36 | $473,002.97 | - | $177,842.61 | 60.25% | +0.455% |
| ABT Abbott Laboratories | 2,819 | $322,565.81 | $295,290.25 | - | -$27,275.56 | -8.46% | +1.729% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 138,864 | $9.63M | $10.34M | - | $716,759.97 | 7.45% | +0.202% |
| AMGN Amgen Inc. | 1,729 | $455,388.65 | $759,273.06 | - | $303,884.41 | 66.73% | +3.058% |
| AMZN Amazon.com Inc | 2,811 | $608,662.78 | $714,654.58 | - | $105,991.8 | 17.41% | +0.061% |
| AON Aon plc | 745 | $265,239.76 | $213,710.7 | - | -$51,529.06 | -19.43% | +4.18% |
| AUB Atlantic Union Bankshares Corporation | 11,231 | $351,305.72 | $426,890.31 | - | $75,584.59 | 21.52% | +1.495% |
| AVGO Broadcom Inc. | 532 | $200,963 | $181,044.92 | - | -$19,918.08 | -9.91% | -1.716% |
| AXP American Express Company | 852 | $252,865.56 | $267,400.2 | - | $14,534.64 | 5.75% | +2.248% |
| BKNG Booking Holdings Inc. | 1,351 | $267,081.53 | $225,617 | - | -$41,464.53 | -15.53% | +3.933% |
| BND Vanguard Total Bond Market Index Fund | 7,635 | $549,093.47 | $540,787.05 | - | -$8,306.42 | -1.51% | +0.611% |
| BSV Vanguard Short-Term Bond ETF | 144,402 | $11.37M | $11.06M | - | -$313,437.92 | -2.76% | +0.229% |
| BX Blackstone Inc. | 1,890 | $325,889.24 | $207,049.5 | - | -$118,839.74 | -36.47% | +3.145% |
| CAT Caterpillar Inc. | 315 | $114,264.88 | $229,975.2 | - | $115,710.32 | 101.26% | -2.523% |
| CGDV Capital Group Dividend Value ETF | 47,609 | $2.05M | $2.35M | - | $293,533.93 | 14.29% | +0.326% |
| CGGR Capital Group Growth ETF | 95,742 | $3.63M | $4.56M | - | $922,359.57 | 25.39% | +0.486% |
| CGXU Capital Group International Focus Equity ETF | 622,577 | $16.07M | $20.57M | - | $4.49M | 27.96% | +0.197% |
| CL Colgate-Palmolive Company | 3,270 | $297,276 | $301,673.85 | - | $4,397.85 | 1.48% | -0.566% |
| COST Costco Wholesale Corporation | 445 | $408,181.87 | $438,249.35 | - | $30,067.48 | 7.37% | +0.288% |
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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 - $840,703.22, Vanguard Short-Term Bond ETF - $473,689.52, SPDR S&P 500 ETF Trust - $333,822.64, and iShares Core S&P Mid-Cap ETF - $290,394.35. 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 - $101,100.99, 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 $4.54M earned over time. The largest contributors to dividend income include Capital Group International Focus Equity ETF - $1.08M, Vanguard Short-Term Bond ETF - $388,632.64, Exxon Mobil Corporation - $311,608.98, SPDR S&P 500 ETF Trust - $296,366.11, and iShares Core S&P Mid-Cap ETF - $290,394.35. 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.
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