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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
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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:
37.7%
Gain +1.04%
Monthly
0.72%
Yearly
8.98%
Drawdown
14.34%
$1.64B
Equity
Holdings
$1.64B
Investment
$959.59M
$770.26M
Profit +$22.18M
Realized
$91.89M
Unrealized
$678.37M
Dividends
$61.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.04%
Profit
$22.18M
Win %
75%
This Week
Compared To Last Week
Gain
-1.26%
Profit
-$20.82M
Win %
75%
This Month
Compared to last month
Gain
-2.28%
Profit
-$38.14M
Win %
75%
This Year
Compared to last year
Gain
0.08%
Profit
$8.64M
Win %
76%
INTC Intel Corporation
+9.28%
+$69,003.56 
AMD Advanced Micro Devices, Inc.
+7.96%
+$43,584.21 
XAR SPDR S&P Aerospace & Defense ETF
+6.6%
+$3.27M 
HON Honeywell International Inc.
+6.43%
+$31,590.64 
PANW Palo Alto Networks, Inc.
+6.2%
+$3.53M 
QCOM QUALCOMM Incorporated
+6.16%
+$117,328.8 
FDX FedEx Corporation
+5.84%
+$11,662.5 
DHI D.R. Horton, Inc.
+5.28%
+$20,872.78 
UPS United Parcel Service, Inc.
+5.22%
+$97.02 
GD General Dynamics Corporation
+5.2%
+$16,266.95 
UPRO ProShares UltraPro S&P500
+5.11%
+$66,800 
AMGN Amgen Inc.
+4.79%
+$87,031.88 
TSLA Tesla, Inc.
+4.63%
+$73,913.61 
GEV GE Vernova Inc.
+4.58%
+$40,984.25 
LMT Lockheed Martin Corporation
+4.57%
+$8,063.99 
ICLN iShares Global Clean Energy ETF
+4.43%
+$8,800 
EME EMCOR Group, Inc.
+4.43%
+$11,183.25 
GE General Electric Company
+4.43%
+$46,214.79 
LITE Lumentum Holdings Inc.
+4.26%
+$12,715.5 
CGGO Capital Group Global Growth Equity ETF
+4.04%
+$29,148.62 
ROK Rockwell Automation, Inc.
+4%
+$1.16M 
RTX RTX Corporation
+3.83%
+$16,340.4 
EMR Emerson Electric Co.
+3.71%
+$10,312.4 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$19,936 
AVGO Broadcom Inc.
+3.47%
+$46,388.36 
GS The Goldman Sachs Group, Inc.
+3.43%
+$12,485.21 
IYW iShares U.S. Technology ETF
+3.39%
+$1.44M 
ETHA iShares Ethereum Trust
+3.3%
+$7,026.75 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$143,262 
PFGC Performance Food Group Co.
+3.25%
+$11,870.1 
XLI Industrial Select Sector SPDR Fund
+3.24%
+$140,664.78 
GLD SPDR Gold Shares
+3.1%
+$4,901.53 
LHX L3Harris Technologies, Inc.
+3.05%
+$7,484.72 
PH Parker-Hannifin Corporation
+3.04%
+$1.03M 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$17,911.05 
MS Morgan Stanley
+2.91%
+$7,922.32 
VMC Vulcan Materials Company
+2.77%
+$1.05M 
IBB iShares Biotechnology ETF
+2.74%
+$132,782.94 
IBIT iShares Bitcoin Trust
+2.62%
+$23,726.75 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$10,504.18 
CSCO Cisco Systems, Inc.
+2.53%
+$25,807.74 
VB Vanguard Small-Cap ETF
+2.52%
+$796,142.18 
XLY Consumer Discretionary Select Sector SPDR Fund
+2.51%
+$95,378.1 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$15,260.11 
BMY Bristol-Myers Squibb Company
+2.37%
+$4,560.6 
HD The Home Depot, Inc.
+2.26%
+$19,221.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$40,700 
PFE Pfizer Inc.
+2.23%
+$7,228.17 
NVDA NVIDIA Corporation
+2.17%
+$4.14M 
LLY Eli Lilly and Company
+2.13%
+$33,409.8 
AME Ametek Inc.
+2.04%
+$747,472.65 
BX Blackstone Inc.
+2.03%
+$689,097.6 
VO Vanguard Mid-Cap ETF
+1.83%
+$13,933.04 
XYL Xylem Inc.
+1.79%
+$6,712.32 
DIS The Walt Disney Company
+1.77%
+$15,074.5 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$1.86M 
VOO Vanguard S&P 500 ETF
+1.72%
+$14,950.02 
IVV iShares Core S&P 500 ETF
+1.72%
+$10,717.14 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$4,524.66 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$6,374.2 
BNY BlackRock New York Municipal Income Trust
+1.69%
+$7,976.39 
ATR AptarGroup, Inc.
+1.67%
+$262,215.21 
AXP American Express Company
+1.64%
+$41,848.9 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$18,973.43 
OEF iShares S&P 100 ETF
+1.57%
+$13,319.38 
DE Deere & Company
+1.53%
+$7,421.71 
AMZN Amazon.com Inc
+1.45%
+$1.21M 
JPM JPMorgan Chase & Co.
+1.4%
+$820,685.78 
AAPL Apple Inc.
+1.39%
+$1.69M 
MRK Merck & Co., Inc.
+1.39%
+$509,517.94 
LIN Linde plc
+1.23%
+$3,318.48 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$5,296.48 
HPP HUDSON PACIFIC PROPERTIES INC
+1.1%
+$8,677.84 
BAC Bank of America Corporation
+1.09%
+$9,368.87 
SPYV SPDR Portfolio S&P 500 Value ETF
+1.05%
+$2,691.99 
XLC Communication Services Select Sector SPDR Fund
+0.99%
+$7,325.99 
SPG Simon Property Group, Inc.
+0.96%
+$3,039.6 
PHO Invesco Water Resources ETF
+0.94%
+$4,464 
GOOG Alphabet Inc
+0.91%
+$175,369.08 
IBM International Business Machines Corporation
+0.91%
+$9,339.72 
IYG iShares U.S. Financial Services ETF
+0.9%
+$74,341.37 
MCD McDonald's Corporation
+0.83%
+$6,345.03 
XLV Health Care Select Sector SPDR Fund
+0.81%
+$84,207.58 
XLF Financial Select Sector SPDR Fund
+0.76%
+$12,740.33 
PLTR Palantir Technologies Inc.
+0.69%
+$3,538.51 
KRG Kite Realty Group Trust
+0.68%
+$9,093.83 
ABT Abbott Laboratories
+0.56%
+$1,027.62 
WFC Wells Fargo & Company
+0.54%
+$2,398 
NSC Norfolk Southern Corporation
+0.51%
+$2,411.52 
UNP Union Pacific Corporation
+0.49%
+$2,913.24 
GOOGL Alphabet Inc
+0.42%
+$436,070.57 
ITT Itt Inc.
+0.41%
+$797.24 
TJX The TJX Companies, Inc.
+0.39%
+$162,157.45 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$11,158.36 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.29%
+$83,997.15 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$691.79 
ISRG Intuitive Surgical, Inc.
+0.2%
+$1,577.02 
TRV The Travelers Companies, Inc.
+0.17%
+$352.93 
ZTS Zoetis Inc.
+0.15%
+$13,015.32 
55099Q116
0%
$0 
DHF BNY Mellon High Yield Strategies Fund
0%
$0 
EQT
0%
$0 
P98180188
0%
$0 
ORCL Oracle Corporation
-8.58%
-$134,066.93 
ADSK Autodesk, Inc.
-7.1%
-$17,500.94 
BNET Bion Environmental Technologies Inc.
-5.29%
-$496.41 
SAP SAP SE Sponsored ADR
-3.84%
-$22,072.5 
SPGI S&P Global Inc.
-3.03%
-$11,417.19 
XOM Exxon Mobil Corporation
-2.68%
-$65,741.39 
CRM Salesforce Inc
-2.6%
-$566,726.47 
MO Altria Group, Inc.
-2.35%
-$64,231.68 
WCN Waste Connections Inc.
-2.24%
-$5,443.76 
CVX Chevron Corporation
-2.1%
-$21,750.7 
FIGS Figs Inc.
-1.87%
-$2,346.3 
MSFT Microsoft Corp.
-1.77%
-$1.34M 
ACN Accenture plc Class A
-1.74%
-$389,843.84 
ALL Allstate Corporation
-1.67%
-$5,595 
DHR Danaher Corporation
-1.54%
-$2,977.92 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$367,532.17 
MDLZ Mondelez International, Inc.
-1.31%
-$15,461.04 
PM Philip Morris International Inc.
-1.27%
-$68,208.42 
KO The Coca-Cola Company
-1.27%
-$441,170.94 
V Visa Inc. Class A
-1.21%
-$411,959.84 
ICE Intercontinental Exchange, Inc.
-0.97%
-$284,199.2 
NFLX Netflix, Inc.
-0.9%
-$1,764 
T AT&T Inc.
-0.86%
-$3,922 
COST Costco Wholesale Corporation
-0.82%
-$433,584.54 
SO The Southern Company
-0.79%
-$7,176.49 
ED Consolidated Edison, Inc.
-0.7%
-$1,343.14 
DUK Duke Energy Corporation
-0.67%
-$845.86 
HIG The Hartford Insurance Group, Inc.
-0.66%
-$1,998.35 
IQV IQVIA Holdings Inc.
-0.6%
-$147,970.9 
META Meta Platforms Inc Class A
-0.45%
-$4,185.41 
PG Procter & Gamble Co
-0.45%
-$5,049.81 
PEP PepsiCo, Inc.
-0.44%
-$2,766.37 
NEE NextEra Energy, Inc.
-0.39%
-$1,262.91 
O Realty Income Corporation
-0.31%
-$1,140 
XLP Consumer Staples Select Sector SPDR Fund
-0.27%
-$16,470.53 
AMP Ameriprise Financial, Inc.
-0.09%
-$732.67 
WMT Walmart Inc.
-0.09%
-$1,489.29 
ABBV AbbVie Inc.
-0.08%
-$382.28 
D Dominion Energy, Inc.
-0.06%
-$145.4 
JNJ Johnson & Johnson
-0.05%
-$1,909.17 Events
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Dividends
Dividend Analysis
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| Trades 1600 | Longs Won 1042/1600 65% | Profit Factor 10.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.58M |
| Average Win $818,848.86 | Best Trade (Jun 10) $180.06M | Sharpe Ratio -9.77 |
| Average Loss -$148,713.7 | Worst Trade (Jun 11) -$14.99M | Z-Score 7.91 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 2d | Expectancy $481,411.42 |
| 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% | 0.48% |
| Consecutive Losing Trades | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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