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:
97.37%
Gain +1.1%
Monthly
1.31%
Yearly
16.93%
Drawdown
25.51%
$1.72B
Equity
Holdings
$1.72B
Investment
$923.75M
$879.6M
Profit +$14.3M
Realized
$82.49M
Unrealized
$797.11M
Dividends
$65.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.1%
Profit
$14.3M
Win %
80%
This Week
Compared To Last Week
Gain
-1.41%
Profit
-$24.69M
Win %
80%
This Month
Compared to last month
Gain
-1.69%
Profit
-$29.65M
Win %
80%
This Year
Compared to last year
Gain
5.35%
Profit
$87.39M
Win %
78%
DELL Dell Technologies Inc.
+7.97%
+$48,432 
BNET Bion Environmental Technologies Inc.
+6.25%
+$551.57 
MRVL Marvell Technology, Inc.
+4.67%
+$9,005.74 
QCOM QUALCOMM Incorporated
+4.38%
+$77,090.4 
INTC Intel Corporation
+3.92%
+$29,054.49 
FIGS Figs Inc.
+3.82%
+$5,401.94 
GEV GE Vernova Inc.
+3.71%
+$35,359.62 
TXN Texas Instruments Inc
+3.56%
+$9,006.79 
ETHA iShares Ethereum Trust
+3.31%
+$10,670.25 
APH Amphenol Corporation
+3.2%
+$15,378.88 
POWL Powell Industries Inc.
+2.97%
+$9,467.98 
LITE Lumentum Holdings Inc.
+2.96%
+$9,681 
GLW Corning Incorporated
+2.92%
+$3,332 
ORCL Oracle Corporation
+2.68%
+$31,828.3 
EME EMCOR Group, Inc.
+2.56%
+$6,223.75 
CSCO Cisco Systems, Inc.
+2.5%
+$20,374.06 
AME Ametek Inc.
+2.38%
+$918,381.6 
ROK Rockwell Automation, Inc.
+2.33%
+$656,376.53 
CAT Caterpillar Inc.
+2.31%
+$4,640 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+2.22%
+$4,391.27 
META Meta Platforms Inc Class A
+2.18%
+$22,481.94 
ISRG Intuitive Surgical, Inc.
+2.08%
+$13,856.5 
ASML ASML Holding N.V. New York Registry Shares
+1.87%
+$4,725 
GLD SPDR Gold Shares
+1.79%
+$2,996.2 
EMR Emerson Electric Co.
+1.75%
+$5,278 
CRM Salesforce Inc
+1.75%
+$544,068 
PPLT abrdn Physical Platinum Shares ETF
+1.71%
+$2,750 
GOOGL Alphabet Inc
+1.65%
+$1.57M 
ABBV AbbVie Inc.
+1.65%
+$8,450.4 
BX Blackstone Inc.
+1.63%
+$589,260.61 
GOOG Alphabet Inc
+1.62%
+$290,511.09 
HPP HUDSON PACIFIC PROPERTIES INC
+1.6%
+$9,992.67 
AMZN Amazon.com Inc
+1.57%
+$1.38M 
AMD Advanced Micro Devices, Inc.
+1.5%
+$12,961.78 
XLK State Street Technology Select Sector SPDR ETF
+1.46%
+$3,960.12 
DE Deere & Company
+1.44%
+$8,451.05 
T AT&T Inc.
+1.43%
+$7,157.65 
AVGO Broadcom Inc.
+1.42%
+$18,102.37 
IYW iShares U.S. Technology ETF
+1.41%
+$622,285.87 
AAPL Apple Inc.
+1.41%
+$1.9M 
PH Parker-Hannifin Corporation
+1.36%
+$490,746.35 
ATR AptarGroup, Inc.
+1.35%
+$230,412.69 
HD The Home Depot, Inc.
+1.31%
+$9,407.15 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.29%
+$7,392 
JPM JPMorgan Chase & Co.
+1.24%
+$826,309.4 
IBM International Business Machines Corporation
+1.19%
+$10,330.47 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,169.44 
XLI Industrial Select Sector SPDR Fund
+1.18%
+$54,747.67 
PTON Peloton Interactive, Inc.
+1.12%
+$991.8 
ICLN iShares Global Clean Energy ETF
+1.09%
+$1,950 
OEF iShares S&P 100 ETF
+1.06%
+$9,479.98 
IBIT iShares Bitcoin Trust
+1.05%
+$11,736.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.04%
+$19,728.14 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$45,927 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1%
+$2,188.2 
XLC Communication Services Select Sector SPDR Fund
+0.99%
+$7,443.7 
PM Philip Morris International Inc.
+0.98%
+$54,742.38 
TMO Thermo Fisher Scientific Inc.
+0.98%
+$347,312.38 
CGGO Capital Group Global Growth Equity ETF
+0.97%
+$7,147.91 
SCHX Schwab U.S. Large-Cap ETF
+0.97%
+$2,677.86 
IVV iShares Core S&P 500 ETF
+0.97%
+$6,321.53 
VOO Vanguard S&P 500 ETF
+0.97%
+$8,748.97 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$1.07M 
JNJ Johnson & Johnson
+0.89%
+$39,484.03 
MDY SPDR S&P MidCap 400 ETF Trust
+0.89%
+$3,690 
NEE NextEra Energy, Inc.
+0.88%
+$2,774.57 
D Dominion Energy, Inc.
+0.88%
+$2,071.95 
IVE ISHARES S&P 500 VALUE ETF
+0.87%
+$1,852.34 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.86%
+$2,307.42 
VO Vanguard Mid-Cap ETF
+0.86%
+$6,770.28 
WFC Wells Fargo & Company
+0.85%
+$4,142 
BAC Bank of America Corporation
+0.82%
+$8,109.19 
VB Vanguard Small-Cap ETF
+0.81%
+$259,906.4 
VIG Vanguard Dividend Appreciation ETF
+0.81%
+$3,717.18 
IJR iShares Core S&P Small-Cap ETF
+0.8%
+$5,005.12 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.78%
+$28,981.44 
VMC Vulcan Materials Company
+0.76%
+$264,743.57 
PG Procter & Gamble Co
+0.75%
+$8,064.59 
MSFT Microsoft Corp.
+0.75%
+$705,860.8 
GS The Goldman Sachs Group, Inc.
+0.74%
+$1,611.42 
DHI D.R. Horton, Inc.
+0.73%
+$2,681.53 
RSP Invesco S&P 500 Equal Weight ETF
+0.72%
+$6,999.75 
PLTR Palantir Technologies Inc.
+0.71%
+$4,740 
XAR SPDR S&P Aerospace & Defense ETF
+0.7%
+$315,337.68 
NFLX Netflix, Inc.
+0.68%
+$1,046.76 
TRV The Travelers Companies, Inc.
+0.67%
+$1,712.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.66%
+$2,593.64 
DHF BNY Mellon High Yield Strategies Fund
+0.65%
+$150 
AXP American Express Company
+0.63%
+$16,414.6 
NVDA NVIDIA Corporation
+0.63%
+$1.27M 
LIN Linde plc
+0.62%
+$1,520.64 
IBB iShares Biotechnology ETF
+0.62%
+$36,400.51 
GE General Electric Company
+0.61%
+$6,480.57 
CVX Chevron Corporation
+0.6%
+$6,927.9 
SO The Southern Company
+0.56%
+$4,663.82 
MU Micron Technology, Inc.
+0.56%
+$3,252.02 
IYG iShares U.S. Financial Services ETF
+0.51%
+$45,667.02 
PHO Invesco Water Resources ETF
+0.5%
+$2,421.48 
WMT Walmart Inc.
+0.49%
+$7,144.28 
DUK Duke Energy Corporation
+0.47%
+$556.66 
XLF Financial Select Sector SPDR Fund
+0.45%
+$8,178.87 
DIS The Walt Disney Company
+0.43%
+$3,733.82 
TSLA Tesla, Inc.
+0.43%
+$6,488.81 
XYL Xylem Inc.
+0.42%
+$1,461.6 
MO Altria Group, Inc.
+0.41%
+$10,643.04 
SAP SAP SE Sponsored ADR
+0.41%
+$2,852.21 
KO The Coca-Cola Company
+0.38%
+$136,799.52 
XLP Consumer Staples Select Sector SPDR Fund
+0.36%
+$21,310.78 
XLV Health Care Select Sector SPDR Fund
+0.33%
+$37,482.5 
WCN Waste Connections Inc.
+0.3%
+$732.96 
V Visa Inc. Class A
+0.29%
+$113,023.33 
SPGI S&P Global Inc.
+0.27%
+$631.59 
XOM Exxon Mobil Corporation
+0.23%
+$6,137.38 
MDLZ Mondelez International, Inc.
+0.2%
+$2,300.75 
IQV IQVIA Holdings Inc.
+0.19%
+$66,019.17 
MRK Merck & Co., Inc.
+0.19%
+$83,108.86 
RTX RTX Corporation
+0.18%
+$937.08 
SPG Simon Property Group, Inc.
+0.17%
+$521.5 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$6,093.45 
UNP Union Pacific Corporation
+0.15%
+$926.94 
PEP PepsiCo, Inc.
+0.12%
+$702.6 
BNY BlackRock New York Municipal Income Trust
+0.1%
+$575.79 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$22,096.49 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$127.44 
LHX L3Harris Technologies, Inc.
+0.04%
+$89.21 
BMY Bristol-Myers Squibb Company
+0.03%
+$69.1 
MS Morgan Stanley
+0.01%
+$39.48 
SIGY Sigyn Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 P981
P98180188
0%
$0 5509
55099Q116
0%
$0 
PANW Palo Alto Networks, Inc.
-1.35%
-$976,828.36 
TJX The TJX Companies, Inc.
-0.74%
-$232,727.08 
EQT EQT Corporation
-0.56%
-$138,680.36 
NSC Norfolk Southern Corporation
-0.47%
-$2,350.08 
ICE Intercontinental Exchange, Inc.
-0.28%
-$90,469.42 
LLY Eli Lilly and Company
-0.23%
-$3,848 
HIG The Hartford Insurance Group, Inc.
-0.16%
-$427.46 
KRG Kite Realty Group Trust
-0.12%
-$1,399.05 
AMP Ameriprise Financial, Inc.
-0.1%
-$956.04 
O Realty Income Corporation
-0.09%
-$330 
ALL Allstate Corporation
-0.09%
-$337.5 
PFGC Performance Food Group Co.
-0.09%
-$290.4 
PFE Pfizer Inc.
-0.07%
-$213.62 
AMGN Amgen Inc.
-0.07%
-$1,397.24 
UPS United Parcel Service, Inc.
-0.05%
-$0.9 
COST Costco Wholesale Corporation
-0.04%
-$20,179.52 
GD General Dynamics Corporation
-0.04%
-$123.93 
MCD McDonald's Corporation
-0.01%
-$54.01 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1687 | Longs Won 1131/1687 67% | Profit Factor 14.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.8M |
| Average Win $835,064.14 | Best Trade (Sep 04) $199.07M | Sharpe Ratio -9.06 |
| Average Loss -$116,643 | Worst Trade (Mar 31) -$12.09M | Z-Score 10.97 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 5d | Expectancy $521,401.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.36% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5509 55099Q116 | 56,966 | $56.97 | $56.97 | - | - | - | 0.0 |
| AAPL Apple Inc. | 414,220 | $51.94M | $137.18M | - | $85.24M | 164.12% | +1.407% |
| ABBV AbbVie Inc. | 2,012 | $292,349.01 | $521,510.4 | - | $229,161.39 | 78.39% | +1.647% |
| ALL Allstate Corporation | 1,500 | $172,583.75 | $377,347.5 | - | $204,763.75 | 118.65% | -0.089% |
| AMD Advanced Micro Devices, Inc. | 1,710 | $462,153.99 | $874,117.8 | - | $411,963.81 | 89.14% | +1.505% |
| AME Ametek Inc. | 164,880 | $30.08M | $39.54M | - | $9.46M | 31.44% | +2.378% |
| AMGN Amgen Inc. | 5,374 | $1.35M | $2.05M | - | $700,823.61 | 51.79% | -0.068% |
| AMP Ameriprise Financial, Inc. | 1,787 | $618,071.62 | $988,202.06 | - | $370,130.44 | 59.88% | -0.097% |
| AMZN Amazon.com Inc | 347,652 | $54.05M | $88.95M | - | $34.9M | 64.57% | +1.574% |
| APH Amphenol Corporation | 5,984 | $263,774.72 | $495,594.88 | - | $231,820.16 | 87.89% | +3.202% |
| ASML ASML Holding N.V. New York Registry Shares | 150 | $298,415.99 | $257,839.5 | - | -$40,576.49 | -13.6% | +1.867% |
| ATR AptarGroup, Inc. | 138,386 | $19.23M | $17.26M | - | -$1.97M | -10.25% | +1.353% |
| AVGO Broadcom Inc. | 3,546 | $684,807.17 | $1.3M | - | $612,798.34 | 89.48% | +1.415% |
| AXP American Express Company | 8,126 | $1.17M | $2.62M | - | $1.45M | 124.3% | +0.63% |
| BAC Bank of America Corporation | 15,746 | $616,752.96 | $993,178.95 | - | $376,425.99 | 61.03% | +0.823% |
| BMY Bristol-Myers Squibb Company | 3,455 | $155,820.49 | $220,325.35 | - | $64,504.86 | 41.4% | +0.031% |
| BNET Bion Environmental Technologies Inc. | 55,157 | $11,582.97 | $9,376.69 | - | -$2,206.28 | -19.05% | +6.25% |
| BNY BlackRock New York Municipal Income Trust | 3,387 | $202,847.43 | $551,268.12 | - | $348,420.69 | 171.76% | +0.105% |
| BRK-B Berkshire Hathaway Inc. | 7,386 | $2.62M | $3.75M | - | $1.13M | 43.09% | +0.163% |
| BSV Vanguard Short-Term Bond ETF | 3,641 | $275,150.37 | $279,829.05 | - | $4,678.68 | 1.7% | +0.046% |
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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 - $83.8M, Apple Inc - $9.86M, Leidos Holdings Inc - $9.64M, SPDR S&P 500 ETF Trust - $8.75M, and JPMorgan Chase & Co - $8.67M. 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 $65.16M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $5.48M, JPMorgan Chase & Co - $5.28M, Blackstone Inc - $4.02M, Vanguard Short-Term Corporate Bond ETF - $4.01M, and The Coca-Cola Company - $3.87M. 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.
