Jason Kaplan Portfolio
Invests via Howard Capital Management Group LLC | Managed by Jason Kaplan
Invests via Howard Capital Management Group LLC
Managed by Jason Kaplan
Automatically Tracked
Jason Kaplan Profile
With an extensive background in corporate leadership, Jason Kaplan has made significant strides within the tech industry. He is known for driving innovative initiatives at leading organizations, enhancing operational efficiency and market competitiveness. His deep expertise spans various technology sectors, enabling strategic growth and scalability for businesses under his guidance. As a proactive change agent, he emphasizes fostering collaborative environments that inspire creativity among teams. Beyond traditional roles, Kaplan actively participates in mentoring emerging entrepreneurs and investing in startups that are poised to disrupt conventional markets.
With an extensive background in corporate leadership, Jason Kaplan has made significant strides within the tech industry. He is known for driving innovative initiatives at leading organizations, enhancing operational efficiency and market competitiveness. His deep expertise spans various technology sectors, enabling strategic growth and scalability for businesses under his guidance. As a proactive change agent, he emphasizes fostering collaborative environments that inspire creativity among teams. Beyond traditional roles, Kaplan actively participates in mentoring emerging entrepreneurs and investing in startups that are poised to disrupt conventional markets.
Investment Philosophy & Strategy
Growth-oriented opportunities define Jason Kaplan's investment approach. His extensive experience in technology drives a keen focus on emerging companies with transformative potential. By leveraging his strategic insights, he identifies startups that not only promise scalability but also possess the capacity to disrupt established markets. As an advocate for innovation and entrepreneurship, he prioritizes investments that encourage operational excellence and market adaptation. Collaborative engagement is fundamental; fostering relationships within ventures allows him to guide teams toward achieving their visionary objectives while navigating competitive landscapes.
Growth-oriented opportunities define Jason Kaplan's investment approach. His extensive experience in technology drives a keen focus on emerging companies with transformative potential. By leveraging his strategic insights, he identifies startups that not only promise scalability but also possess the capacity to disrupt established markets. As an advocate for innovation and entrepreneurship, he prioritizes investments that encourage operational excellence and market adaptation. Collaborative engagement is fundamental; fostering relationships within ventures allows him to guide teams toward achieving their visionary objectives while navigating competitive landscapes.
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:
84.1%
Gain +0.36%
Monthly
1.25%
Yearly
16.14%
Drawdown
25.5%
$1.65B
Equity
Holdings
$1.65B
Investment
$923.75M
$812.76M
Profit +$4.7M
Realized
$83.18M
Unrealized
$729.59M
Dividends
$63.51M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$4.7M
Win %
79%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$11.28M
Win %
79%
This Month
Compared to last month
Gain
1.22%
Profit
$19.86M
Win %
79%
This Year
Compared to last year
Gain
1.22%
Profit
$19.86M
Win %
77%
LITE Lumentum Holdings Inc.
+7.45%
+$19,113.5 
PTON Peloton Interactive, Inc.
+6.05%
+$6,661.8 
MRVL Marvell Technology, Inc.
+5.19%
+$8,330 
MU Micron Technology, Inc.
+4.57%
+$23,270.99 
INTC Intel Corporation
+3.8%
+$26,688.72 
ETHA iShares Ethereum Trust
+3.06%
+$7,373.75 
AVGO Broadcom Inc.
+2.93%
+$38,474.14 
AMD Advanced Micro Devices, Inc.
+2.76%
+$23,392.78 
GOOG Alphabet Inc
+2.41%
+$451,726.65 
GOOGL Alphabet Inc
+2.3%
+$2.28M 
ISRG Intuitive Surgical, Inc.
+2.15%
+$13,708.48 
IBIT iShares Bitcoin Trust
+2.05%
+$19,008.67 
AMZN Amazon.com Inc
+2.01%
+$1.73M 
MSFT Microsoft Corp.
+2%
+$1.51M 
PLTR Palantir Technologies Inc.
+1.74%
+$9,220 
GEV GE Vernova Inc.
+1.62%
+$17,757.3 
RTX RTX Corporation
+1.54%
+$7,743.95 
ICE Intercontinental Exchange, Inc.
+1.52%
+$448,139.22 
IBM International Business Machines Corporation
+1.52%
+$11,984.1 
CVX Chevron Corporation
+1.39%
+$14,237.55 
TXN Texas Instruments Inc
+1.39%
+$3,867.06 
CRM Salesforce Inc
+1.38%
+$302,117.76 
ALL Allstate Corporation
+1.35%
+$5,055 
XOM Exxon Mobil Corporation
+1%
+$23,903.48 
IYW iShares U.S. Technology ETF
+0.98%
+$413,974.58 
GD General Dynamics Corporation
+0.95%
+$3,217.58 
XAR SPDR S&P Aerospace & Defense ETF
+0.92%
+$438,891.04 
META Meta Platforms Inc Class A
+0.88%
+$9,050.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.85%
+$15,686.5 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$35,469 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$2,078.88 
V Visa Inc. Class A
+0.7%
+$264,419.55 
XLC Communication Services Select Sector SPDR Fund
+0.65%
+$4,838.4 
NVDA NVIDIA Corporation
+0.6%
+$1.13M 
TJX The TJX Companies, Inc.
+0.58%
+$220,347.98 
EME EMCOR Group, Inc.
+0.52%
+$1,254.51 
CGGO Capital Group Global Growth Equity ETF
+0.5%
+$3,620.37 
APH Amphenol Corporation
+0.46%
+$1,047.2 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.4%
+$788.85 
OEF iShares S&P 100 ETF
+0.3%
+$2,618.85 
LHX L3Harris Technologies, Inc.
+0.29%
+$673.13 
GLW Corning Incorporated
+0.29%
+$311.5 
QCOM QUALCOMM Incorporated
+0.27%
+$4,581.6 
DUK Duke Energy Corporation
+0.26%
+$322.97 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.26%
+$989.1 
IVV iShares Core S&P 500 ETF
+0.24%
+$1,515.15 
T AT&T Inc.
+0.23%
+$980.5 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$244,881.4 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$600.21 
VOO Vanguard S&P 500 ETF
+0.21%
+$1,898.03 
SPGI S&P Global Inc.
+0.14%
+$358.47 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$3,545.28 
VO Vanguard Mid-Cap ETF
+0.08%
+$637.78 
AMGN Amgen Inc.
+0.08%
+$1,504.72 
HIG The Hartford Insurance Group, Inc.
+0.06%
+$174.89 
BNY BlackRock New York Municipal Income Trust
+0.03%
+$135.48 
55099Q116
0%
$0 
BNET Bion Environmental Technologies Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
P98180188
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SIGY Sigyn Therapeutics Inc.
-22.1%
-$468.52 
ORCL Oracle Corporation
-3.51%
-$34,467.72 
UPS United Parcel Service, Inc.
-3.38%
-$71.64 
HONA Honeywell Aerospace Inc.
-3.21%
-$8,105.6 
HPP HUDSON PACIFIC PROPERTIES INC
-2.93%
-$24,192.78 
DHI D.R. Horton, Inc.
-2.88%
-$11,615.45 
AAPL Apple Inc.
-2.84%
-$3.93M 
BX Blackstone Inc.
-2.65%
-$971,055.39 
VMC Vulcan Materials Company
-2.31%
-$926,949.91 
GE General Electric Company
-2.2%
-$25,136.61 
TSLA Tesla, Inc.
-2.07%
-$32,609.37 
DELL Dell Technologies Inc.
-2%
-$9,528 
MDLZ Mondelez International, Inc.
-1.94%
-$21,811.11 
PEP PepsiCo, Inc.
-1.94%
-$11,680.02 
MS Morgan Stanley
-1.93%
-$5,461.4 
PFGC Performance Food Group Co.
-1.92%
-$7,768.2 
EMR Emerson Electric Co.
-1.84%
-$5,206.93 
NFLX Netflix, Inc.
-1.75%
-$2,425.66 
DE Deere & Company
-1.72%
-$8,874.9 
ATR AptarGroup, Inc.
-1.65%
-$303,065.34 
HD The Home Depot, Inc.
-1.61%
-$12,769.35 
XYL Xylem Inc.
-1.56%
-$6,203.68 
MRK Merck & Co., Inc.
-1.46%
-$572,548.92 
CAT Caterpillar Inc.
-1.43%
-$3,150.01 
WMT Walmart Inc.
-1.42%
-$22,325.87 
FIGS Figs Inc.
-1.21%
-$1,364.12 
NEE NextEra Energy, Inc.
-0.99%
-$3,367.76 
D Dominion Energy, Inc.
-0.97%
-$2,508.15 
O Realty Income Corporation
-0.97%
-$3,810 
DIS The Walt Disney Company
-0.96%
-$7,629.98 
LLY Eli Lilly and Company
-0.91%
-$15,858.19 
PHO Invesco Water Resources ETF
-0.87%
-$4,273.2 
EQT EQT Corporation
-0.87%
-$192,363.08 
JNJ Johnson & Johnson
-0.86%
-$36,331.98 
TMO Thermo Fisher Scientific Inc.
-0.85%
-$266,038.5 
WFC Wells Fargo & Company
-0.84%
-$4,005.75 
GS The Goldman Sachs Group, Inc.
-0.83%
-$1,891.75 
BAC Bank of America Corporation
-0.77%
-$7,400.62 
PG Procter & Gamble Co
-0.71%
-$8,064.59 
UNP Union Pacific Corporation
-0.71%
-$4,700.91 
SO The Southern Company
-0.64%
-$5,805.98 
IQV IQVIA Holdings Inc.
-0.64%
-$177,173.89 
DHF BNY Mellon High Yield Strategies Fund
-0.62%
-$150 
XLP Consumer Staples Select Sector SPDR Fund
-0.62%
-$37,293.37 
AXP American Express Company
-0.54%
-$15,683.1 
IBB iShares Biotechnology ETF
-0.54%
-$29,609.17 
PFE Pfizer Inc.
-0.5%
-$1,335.11 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$1,292.99 
PM Philip Morris International Inc.
-0.47%
-$26,346.6 
COST Costco Wholesale Corporation
-0.46%
-$231,533.44 
ICLN iShares Global Clean Energy ETF
-0.43%
-$800 
PH Parker-Hannifin Corporation
-0.43%
-$157,809 
WCN Waste Connections Inc.
-0.42%
-$1,114.71 
XLV Health Care Select Sector SPDR Fund
-0.41%
-$45,319.75 
MO Altria Group, Inc.
-0.39%
-$10,829.76 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.39%
-$1,025.52 
POWL Powell Industries Inc.
-0.39%
-$1,620.02 
XLI Industrial Select Sector SPDR Fund
-0.37%
-$18,250.13 
TRV The Travelers Companies, Inc.
-0.37%
-$941.12 
IVE ISHARES S&P 500 VALUE ETF
-0.35%
-$747.36 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$1,608.21 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.35%
-$13,324.8 
JPM JPMorgan Chase & Co.
-0.32%
-$203,517.08 
MCD McDonald's Corporation
-0.31%
-$2,254.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.31%
-$678.3 
IYG iShares U.S. Financial Services ETF
-0.3%
-$26,561.43 
ABBV AbbVie Inc.
-0.27%
-$1,368.18 
ROK Rockwell Automation, Inc.
-0.25%
-$78,044.85 
PPLT abrdn Physical Platinum Shares ETF
-0.24%
-$350 
XLF Financial Select Sector SPDR Fund
-0.24%
-$4,329.99 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$1,288 
AME Ametek Inc.
-0.22%
-$87,386.4 
MDY SPDR S&P MidCap 400 ETF Trust
-0.22%
-$950.17 
AMP Ameriprise Financial, Inc.
-0.21%
-$2,019.31 
SPG Simon Property Group, Inc.
-0.21%
-$700.3 
NSC Norfolk Southern Corporation
-0.2%
-$1,044.48 
LIN Linde plc
-0.17%
-$459.36 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$933.85 
CSCO Cisco Systems, Inc.
-0.14%
-$1,211.84 
BMY Bristol-Myers Squibb Company
-0.13%
-$276.4 
PANW Palo Alto Networks, Inc.
-0.12%
-$91,911.64 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$1,143.75 
GLD SPDR Gold Shares
-0.1%
-$151.92 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$273.07 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$26,729.62 
VB Vanguard Small-Cap ETF
-0.06%
-$20,880.43 
KRG Kite Realty Group Trust
-0.05%
-$699.52 
KO The Coca-Cola Company
-0.05%
-$16,581.76 
SAP SAP SE Sponsored ADR
-0.04%
-$202.5 Events
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Dividends
Dividend Analysis
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| Trades 1687 | Longs Won 1114/1687 66% | Profit Factor 12.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.44M |
| Average Win $793,991.83 | Best Trade (Jul 22) $181.27M | Sharpe Ratio -9.25 |
| Average Loss -$125,205.41 | Worst Trade (Mar 31) -$12.09M | Z-Score 9.92 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 5d | Expectancy $481,780.8 |
| 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% | 0.35% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Jason Kaplan?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $83.79M, Apple Inc - $9.75M, Leidos Holdings Inc - $9.64M, SPDR S&P 500 ETF Trust - $8.65M, and JPMorgan Chase & Co - $8.39M. 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: The Walt Disney Company - $12.43M, Accenture plc Class A - $10.57M, HUDSON PACIFIC PROPERTIES INC - $8.27M, Zoetis Inc - $5.2M, and Intel Corporation - $4.68M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Kaplan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $63.51M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $5.38M, JPMorgan Chase & Co - $4.99M, The Coca-Cola Company - $4.04M, Vanguard Short-Term Corporate Bond ETF - $3.79M, and Blackstone Inc - $3.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Kaplan's monthly returns?
Jason Kaplan'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 Jason Kaplan's strategy be considered aggressive or moderate?
Jason Kaplan'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 Jason Kaplan's strategy?
Jason Kaplan'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.
