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:
56.66%
Gain +0.29%
Monthly
1.06%
Yearly
13.53%
Drawdown
21.78%
$245.66M
Equity
Holdings
$245.66M
Investment
$200.93M
$108.52M
Profit +$627,030.25
Realized
$63.78M
Unrealized
$44.74M
Dividends
$21.59M
Goals
Avg. 86% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$627,030.25
Win %
64%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$440,661.27
Win %
64%
This Month
Compared to last month
Gain
5.96%
Profit
$13.78M
Win %
64%
This Year
Compared to last year
Gain
3.58%
Profit
$8.45M
Win %
65%
BANFP BFC Capital Trust II 7.20% Cumulative Trust Preferred Securities
+6.6%
+$57,763.95 
PANW Palo Alto Networks, Inc.
+3.87%
+$42,167.43 
AVGO Broadcom Inc.
+3.33%
+$24,536.38 
KTOS Kratos Defense & Security Solutions, Inc.
+2.88%
+$21,777.58 
CAT Caterpillar Inc.
+2.13%
+$13,245.31 
MSFT Microsoft Corp.
+1.87%
+$25,240.45 
DAL Delta Air Lines, Inc.
+1.47%
+$3,063.41 
NOW ServiceNow, Inc.
+1.37%
+$4,984.79 
NVDA NVIDIA Corporation
+1.25%
+$14,657.58 
CB Chubb Limited
+1.22%
+$3,248.14 
PG Procter & Gamble Co
+1.16%
+$3,030.17 
HD The Home Depot, Inc.
+1.06%
+$2,954.13 
VOT Vanguard Mid-Cap Growth ETF
+0.98%
+$2,046.23 
MAR Marriott International Inc. - Class A
+0.95%
+$5,657.89 
AMZN Amazon.com Inc
+0.82%
+$5,967.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.82%
+$3,164.18 
IWF iShares Russell 1000 Growth ETF
+0.81%
+$2,703.97 
BANF BancFirst Corporation
+0.74%
+$743,658.42 
BP BP p.l.c. Sponsored ADR
+0.74%
+$3,343.56 
OGE Oge Energy Corp.
+0.71%
+$11,428.16 
VUG Vanguard Growth ETF
+0.71%
+$7,439.51 
WMT Walmart Inc.
+0.63%
+$13,893 
EPD Enterprise Products Partners L.P.
+0.62%
+$2,295.17 
DE Deere & Company
+0.59%
+$1,916 
TSLA Tesla, Inc.
+0.56%
+$2,883.61 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$2,868.78 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$7,451.43 
LLY Eli Lilly and Company
+0.52%
+$3,575.79 
VOO Vanguard S&P 500 ETF
+0.5%
+$56,908.52 
LEVI Levi Strauss & Co.
+0.49%
+$16,513 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$16,833.09 
SBUX Starbucks Corporation
+0.4%
+$1,337.6 
XOM Exxon Mobil Corporation
+0.37%
+$201,048.68 
ISHG iShares 3 Year International Treasury Bond ETF
+0.34%
+$700.25 
IWS iShares Russell Mid-Cap Value ETF
+0.31%
+$648.21 
OKE ONEOK, Inc.
+0.3%
+$4,754.16 
VTV Vanguard Value ETF
+0.29%
+$1,271.06 
IVE ISHARES S&P 500 VALUE ETF
+0.25%
+$844.48 
MCD McDonald's Corporation
+0.19%
+$427.25 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.17%
+$25,729.14 
AAPL Apple Inc.
+0.16%
+$2,973.72 
GOOGL Alphabet Inc
+0.15%
+$625.21 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.14%
+$4,017.41 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$7,931 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$2,753.6 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$333.94 
CVX Chevron Corporation
+0.06%
+$341.88 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$2,862.16 
GOOG Alphabet Inc
+0.03%
+$82.91 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$275.79 
JPM JPMorgan Chase & Co.
0%
+$11.75 7551
75513E105
0%
$0 0303
03030M102
0%
$0 Q052
Q0521T108
0%
$0 8816
88160R102
0%
$0 
SDST Stardust Power Inc.
-12.55%
-$264.63 
AMAT Applied Materials, Inc.
-1.85%
-$4,274.28 
ISRG Intuitive Surgical, Inc.
-1.02%
-$2,336.28 
CRM Salesforce Inc
-0.73%
-$2,215.58 
UNP Union Pacific Corporation
-0.48%
-$3,597.82 
T AT&T Inc.
-0.41%
-$1,052.4 
JNJ Johnson & Johnson
-0.27%
-$666.39 
DVN Devon Energy Corporation
-0.2%
-$870.01 
MA Mastercard Incorporated
-0.1%
-$453.09 
AVUV Avantis U.S. Small Cap Value ETF
-0.01%
-$44.28 Events
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Dividends
Dividend Analysis
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No Data
| Trades 591 | Longs Won 350/591 59% | Profit Factor 18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.77M |
| Average Win $330,546.01 | Best Trade (Dec 31) $37.05M | Sharpe Ratio -8.99 |
| Average Loss -$26,670.58 | Worst Trade (Sep 24) -$946,878.19 | Z-Score -2.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w | Expectancy $183,620.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.17% | 4.93% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0303 03030M102 | 531 | $298.74 | $298.74 | - | - | - | 0.0 |
| 7551 75513E105 | 2,313 | $433.29 | $433.29 | - | - | - | 0.0 |
| 8816 88160R102 | 20 | $8.24 | $8.24 | - | - | - | 0.0 |
| AAPL Apple Inc. | 5,507 | $1.39M | $1.84M | - | $446,944.74 | 32.17% | +0.162% |
| AMAT Applied Materials, Inc. | 427 | $308,721 | $227,279.29 | - | -$81,441.71 | -26.38% | -1.846% |
| AMZN Amazon.com Inc | 2,876 | $685,465.84 | $728,994.1 | - | $43,528.26 | 6.35% | +0.825% |
| AVGO Broadcom Inc. | 2,032 | $640,608.4 | $761,156.72 | - | $120,548.32 | 18.82% | +3.331% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,341 | $509,816.49 | $524,044.65 | - | $14,228.16 | 2.79% | -0.008% |
| BANF BancFirst Corporation | 895,974 | $88.53M | $101.08M | - | $12.55M | 14.18% | +0.741% |
| BANFP BFC Capital Trust II 7.20% Cumulative Trust Preferred Securities | 32,635 | $921,618.83 | $933,361 | - | $11,742.17 | 1.27% | +6.597% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 38,261 | $3.09M | $2.78M | - | -$310,590.35 | -10.05% | +0.145% |
| BND Vanguard Total Bond Market Index Fund | 158,620 | $11.07M | $11.09M | - | $23,793 | 0.21% | +0.072% |
| BP BP p.l.c. Sponsored ADR | 10,132 | $310,489.38 | $455,433.4 | - | $144,944.02 | 46.68% | +0.74% |
| BRK-B Berkshire Hathaway Inc. | 1,047 | $523,908.33 | $530,829 | - | $6,920.67 | 1.32% | +0.543% |
| BSV Vanguard Short-Term Bond ETF | 81,776 | $6.3M | $6.24M | - | -$62,055.37 | -0.98% | +0.046% |
| CAT Caterpillar Inc. | 733 | $780,571.71 | $634,931.93 | - | -$145,639.78 | -18.66% | +2.131% |
| CB Chubb Limited | 803 | $273,614.21 | $268,631.6 | - | -$4,982.61 | -1.82% | +1.224% |
| CRM Salesforce Inc | 1,311 | $205,381.26 | $299,039.1 | - | $93,657.84 | 45.6% | -0.735% |
| CVX Chevron Corporation | 2,849 | $450,565.89 | $588,574.91 | - | $138,009.02 | 30.63% | +0.058% |
| DAL Delta Air Lines, Inc. | 2,511 | $235,180.26 | $211,677.3 | - | -$23,502.96 | -9.99% | +1.468% |
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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 - $49.65M, Exxon Mobil Corporation - $16.68M, Walmart Inc - $7.09M, Vanguard S&P 500 ETF - $2.57M, 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, Vanguard Information Technology ETF - $174,749.77, Tesla, Inc - $154,584.33, iShares Russell 2000 ETF - $143,256.04, and Vodafone Group Public Limited Company American Depositary Receipt - $111,997.45. 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 $21.59M earned over time. The largest contributors to dividend income include BancFirst Corporation - $8.27M, Exxon Mobil Corporation - $5.3M, Vanguard Total Bond Market Index Fund - $1.44M, VANGUARD SMALL-CAP VALUE ETF - $984,798.26, and Vanguard Short-Term Bond ETF - $602,642.57. 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.
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