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

Tracking: 0 Updated: Yesterday at 09:14 AM

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.

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.

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:

28.5%

Gain +0.03%

Monthly

0.79%

Yearly

9.91%

Drawdown

20.24%

$231.74M

Equity

Holdings

$231.74M

Investment

$188.17M

$108.26M

Profit +$72,344.17

Realized

$64.69M

Unrealized

$43.57M

Dividends

$20.41M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.03%

Profit

$72,344.17

Win %

69%

This Week

Compared To Last Week

Gain

0.03%

Profit

$72,344.17

Win %

69%

This Month

Compared to last month

Gain

2.11%

Profit

$4.78M

Win %

69%

This Year

Compared to last year

Gain

10.79%

Profit

$25.22M

Win %

70%

Gainers
Losers

T AT&T Inc.

+2.52%

+$5,349.34

BANF BancFirst Corporation

+1.86%

+$1.85M

TSLA Tesla, Inc.

+1.82%

+$7,010.64

UNP Union Pacific Corporation

+1.65%

+$11,801.43

OKE ONEOK, Inc.

+1.56%

+$24,148.47

BANFP BFC Capital Trust II 7.20% Cumulative Trust Preferred Securities

+1.45%

+$12,401.3

JNJ Johnson & Johnson

+1.07%

+$2,151.38

OGE Oge Energy Corp.

+1.01%

+$17,142.24

AVUV Avantis U.S. Small Cap Value ETF

+0.96%

+$2,623.14

VTV Vanguard Value ETF

+0.94%

+$4,948.61

VBR VANGUARD SMALL-CAP VALUE ETF

+0.87%

+$137,551.92

PG Procter & Gamble Co

+0.86%

+$2,115.82

CVX Chevron Corporation

+0.75%

+$3,586.77

IVE ISHARES S&P 500 VALUE ETF

+0.7%

+$3,482.34

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$21,347.78

VOO Vanguard S&P 500 ETF

+0.55%

+$66,428.58

SPY SPDR S&P 500 ETF Trust

+0.54%

+$7,245.82

IDXX IDEXX Laboratories, Inc.

+0.53%

+$2,396.81

WMT Walmart Inc.

+0.45%

+$11,090.54

VXUS Vanguard Total International Stock Index Fund Investor Shares

+0.4%

+$965.26

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.37%

+$1,964.5

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.34%

+$12,435.36

XOM Exxon Mobil Corporation

+0.28%

+$134,948.45

BP BP p.l.c. Sponsored ADR

+0.23%

+$1,013.2

VUG Vanguard Growth ETF

+0.18%

+$1,291.5

MSFT Microsoft Corp.

+0.1%

+$622.78

ISHG iShares 3 Year International Treasury Bond ETF

+0.07%

+$140.06

IWF iShares Russell 1000 Growth ETF

+0.03%

+$162.24

JPST JPMorgan Ultra-Short Income ETF

+0.02%

+$538.66

MCD McDonald's Corporation

+0.01%

+$38.69

BSV Vanguard Short-Term Bond ETF

Q0521T108

LLY Eli Lilly and Company

-2.41%

-$8,776.28

KTOS Kratos Defense & Security Solutions, Inc.

-1.75%

-$18,499.83

AAPL Apple Inc.

-1.52%

-$7,776

SDST Stardust Power Inc.

-1.07%

-$460.22

LEVI Levi Strauss & Co.

-0.95%

-$37,979.9

AVGO Broadcom Inc.

-0.91%

-$4,630.5

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.13%

-$3,409.8

BND Vanguard Total Bond Market Index Fund

-0.12%

-$14,275.8

EPD Enterprise Products Partners L.P.

-0.08%

-$297.9

VGSH Vanguard Short-Term Treasury Fund

-0.03%

-$511.8

Events

Dividends

Dividend Analysis

No Data

Trades 534	Longs Won 307/534 57%	Profit Factor 30.61
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.79M
Average Win $364,557.27	Best Trade (Dec 31) $37.05M	Sharpe Ratio -8.78
Average Loss -$16,106.13	Worst Trade (Mar 30) -$516,580.2	Z-Score -4.92 (100%)
Commissions $0	Avg. Trade Length 1y 6m 3w 3d	Expectancy $202,739.68

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%	4.53%
Consecutive Losing Trades	14,493	13,043	11,594	10,145	8,696	7,246	5,797	4,348	2,899	1,449