Jason DeBerry Portfolio
Invests via BancFirst Trust & Investment Management | Managed by Jason DeBerry
Invests via BancFirst Trust & Investment Management
Managed by Jason DeBerry
Automatically Tracked
Jason DeBerry Profile
Jason DeBerry is a seasoned operating executive renowned for his adept leadership within technology-driven sectors. His expansive career encompasses roles in product innovation and strategic development, with a particular emphasis on transforming early-stage ventures into scalable businesses. He has demonstrated considerable expertise in steering organizations through complex growth phases, positioning them effectively within competitive markets. As an influential figure in the entrepreneurial landscape, he leverages his extensive network to drive collaboration and partnerships that amplify market reach. With an impressive track record of optimizing operational efficiencies and fostering team alignment, DeBerry stands out as a key player in navigating today's fast-evolving business environment.
Jason DeBerry is a seasoned operating executive renowned for his adept leadership within technology-driven sectors. His expansive career encompasses roles in product innovation and strategic development, with a particular emphasis on transforming early-stage ventures into scalable businesses. He has demonstrated considerable expertise in steering organizations through complex growth phases, positioning them effectively within competitive markets. As an influential figure in the entrepreneurial landscape, he leverages his extensive network to drive collaboration and partnerships that amplify market reach. With an impressive track record of optimizing operational efficiencies and fostering team alignment, DeBerry stands out as a key player in navigating today's fast-evolving business environment.
Investment Philosophy & Strategy
Amidst the rapidly shifting landscape of technology, a distinctive approach characterizes Jason DeBerry's investment strategy. His deep-rooted understanding of operational intricacies in startup environments informs an emphasis on scalability and innovation-driven growth. Focusing on high-potential opportunities, he integrates his leadership insights to assess market viability and team dynamics critically. This foundation allows for strategic decisions that foster collaboration across sectors while navigating competitive challenges with agility. By centering his investments around transformative ideas and building cohesive teams, he actively shapes companies into formidable players within their respective markets.
Amidst the rapidly shifting landscape of technology, a distinctive approach characterizes Jason DeBerry's investment strategy. His deep-rooted understanding of operational intricacies in startup environments informs an emphasis on scalability and innovation-driven growth. Focusing on high-potential opportunities, he integrates his leadership insights to assess market viability and team dynamics critically. This foundation allows for strategic decisions that foster collaboration across sectors while navigating competitive challenges with agility. By centering his investments around transformative ideas and building cohesive teams, he actively shapes companies into formidable players within their respective markets.
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:
39.02%
Gain -0.54%
Monthly
1.1%
Yearly
14.03%
Drawdown
21.7%
$242.09M
Equity
Holdings
$242.09M
Investment
$200.93M
$106.92M
Profit -$1.28M
Realized
$65.76M
Unrealized
$41.16M
Dividends
$21.1M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$1.28M
Win %
64%
This Week
Compared To Last Week
Gain
-1.49%
Profit
-$3.67M
Win %
64%
This Month
Compared to last month
Gain
2.45%
Profit
$5.79M
Win %
64%
This Year
Compared to last year
Gain
2.38%
Profit
$5.62M
Win %
65%
CB Chubb Limited
+2.92%
+$8,046.05 
DE Deere & Company
+0.44%
+$1,288.5 
03030M102
0%
$0 
75513E105
0%
$0 
88160R102
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BANF BancFirst Corporation
0%
$0 
BANFP BFC Capital Trust II 7.20% Cumulative Trust Preferred Securities
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CVX Chevron Corporation
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
GOOG Alphabet Inc
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
OGE Oge Energy Corp.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
Q0521T108
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SDST Stardust Power Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TSLA Tesla, Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
+$0.02 
VOT Vanguard Mid-Cap Growth ETF
0%
+$0.01 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$29,621.6 
AMZN Amazon.com Inc
-4.57%
-$32,182.47 
PANW Palo Alto Networks, Inc.
-2.88%
-$25,852.35 
HD The Home Depot, Inc.
-2.03%
-$6,659.13 
IWF iShares Russell 1000 Growth ETF
-1.93%
-$6,058 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.75%
-$6,328.42 
NVDA NVIDIA Corporation
-1.56%
-$16,150.19 
PG Procter & Gamble Co
-1.52%
-$4,070.11 
MAR Marriott International Inc. - Class A
-1.44%
-$8,895.75 
AAPL Apple Inc.
-1.3%
-$23,294.61 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$17,066.21 
VOO Vanguard S&P 500 ETF
-1.23%
-$133,474.3 
AVGO Broadcom Inc.
-1.09%
-$8,818.88 
MA Mastercard Incorporated
-0.32%
-$1,417.89 
MCD McDonald's Corporation
-0.29%
-$747.68 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$7,652.2 
LEVI Levi Strauss & Co.
-0.04%
-$1,651.3 
ISHG iShares 3 Year International Treasury Bond ETF
-0.01%
-$14.01 Events
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Dividends
Dividend Analysis
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| Trades 591 | Longs Won 334/591 56% | Profit Factor 26.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.72M |
| Average Win $332,640.07 | Best Trade (Dec 31) $37.05M | Sharpe Ratio -9.22 |
| Average Loss -$16,270.72 | Worst Trade (Mar 30) -$516,580.2 | Z-Score -3.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 2d | Expectancy $180,914.06 |
| 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% | 0.14% | 4.44% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
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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FAQ
Which stocks have generated the highest profits for Jason DeBerry?
The largest contributions to the portfolio's profits come from the following stocks: BancFirst Corporation - $49.96M, Exxon Mobil Corporation - $16.34M, Walmart Inc - $7.01M, Vanguard S&P 500 ETF - $2.58M, and VANGUARD TOTAL STOCK MKT ETF - $1.67M. 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: Pfizer Inc - $486,986.05, Vodafone Group Public Limited Company American Depositary Receipt - $97,365.77, Tesla, Inc - $87,445.05, U.S. Bancorp - $81,438, and Apple Inc - $78,596.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason DeBerry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.1M earned over time. The largest contributors to dividend income include BancFirst Corporation - $8.57M, Exxon Mobil Corporation - $4.97M, Vanguard Total Bond Market Index Fund - $1.36M, VANGUARD SMALL-CAP VALUE ETF - $927,515.6, and Vanguard Short-Term Bond ETF - $558,933.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason DeBerry's monthly returns?
Jason DeBerry'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 DeBerry's strategy be considered aggressive or moderate?
Jason DeBerry's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Jason DeBerry's strategy?
Jason DeBerry'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.
