JC
JoAnn Conry Portfolio
Invests via HUDSON EDGE INVESTMENT PARTNERS Inc. | Managed by JoAnn Conry
Invests via HUDSON EDGE INVESTMENT PARTNERS Inc.
Managed by JoAnn Conry
Automatically Tracked
JoAnn Conry Profile
JoAnn Conry is a distinguished leader in financial services with a robust background spanning over two decades. Her career reflects deep expertise in corporate finance and strategic consulting, often focusing on value creation through operational excellence. With experience at prominent investment firms, she has played a pivotal role in driving growth initiatives that align with client objectives across diverse sectors. Additionally, her insights into market dynamics have positioned her as a trusted advisor within the industry. JoAnn's unique blend of analytical rigor and practical implementation continues to influence key stakeholders seeking sustainable business solutions.
JoAnn Conry is a distinguished leader in financial services with a robust background spanning over two decades. Her career reflects deep expertise in corporate finance and strategic consulting, often focusing on value creation through operational excellence. With experience at prominent investment firms, she has played a pivotal role in driving growth initiatives that align with client objectives across diverse sectors. Additionally, her insights into market dynamics have positioned her as a trusted advisor within the industry. JoAnn's unique blend of analytical rigor and practical implementation continues to influence key stakeholders seeking sustainable business solutions.
Investment Philosophy & Strategy
A robust understanding of corporate finance and strategic operations informs JoAnn Conry's investment decisions. With a penchant for identifying opportunities that emphasize operational efficiency, she leverages her extensive experience to guide capital deployment in high-potential markets. Her analytical acumen allows her to dissect complex financial landscapes and pinpoint value creation levers within organizations. Driven by an entrepreneurial mindset, she prioritizes alignment with growth strategies while fostering sustainable outcomes through thoughtful engagement with management teams across sectors.
A robust understanding of corporate finance and strategic operations informs JoAnn Conry's investment decisions. With a penchant for identifying opportunities that emphasize operational efficiency, she leverages her extensive experience to guide capital deployment in high-potential markets. Her analytical acumen allows her to dissect complex financial landscapes and pinpoint value creation levers within organizations. Driven by an entrepreneurial mindset, she prioritizes alignment with growth strategies while fostering sustainable outcomes through thoughtful engagement with management teams across sectors.
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:
9.47%
Gain -0.02%
Monthly
-0.06%
Yearly
-0.74%
Drawdown
38.17%
$619.77M
Equity
Holdings
$619.77M
Investment
$629.42M
-$70.36B
Profit +$314,956.08
Realized
-$70.38B
Unrealized
$17.97M
Dividends
$242.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.02%
Profit
$314,956.08
Win %
63%
This Week
Compared To Last Week
Gain
0.8%
Profit
$4.9M
Win %
63%
This Month
Compared to last month
Gain
1.91%
Profit
$11.59M
Win %
63%
This Year
Compared to last year
Gain
-1.92%
Profit
-$11.96M
Win %
66%
OLLI Ollie's Bargain Outlet Holdings Inc.
+5.42%
+$72,851.11 
BMY Bristol-Myers Squibb Company
+4.61%
+$335,280.6 
DG Dollar General Corporation
+3.95%
+$332,763.34 
UHS Universal Health Services, Inc.
+3.84%
+$96.32 
LMT Lockheed Martin Corporation
+3.61%
+$261,368.13 
ABBV AbbVie Inc.
+3.34%
+$277,506.73 
CVS CVS Health Corporation
+3.24%
+$217,623.52 
ICLR ICON plc
+2.82%
+$1.7M 
HELE Helen of Troy Limited
+2.62%
+$29.2 
JNJ Johnson & Johnson
+2.13%
+$165,625 
HCA HCA Healthcare Inc.
+2.1%
+$157,966.38 
ADBE Adobe Inc.
+1.86%
+$116,771.6 
COR Cencora, Inc.
+1.84%
+$146,191.44 
MPC Marathon Petroleum Corporation
+1.67%
+$166.74 
PEP PepsiCo, Inc.
+1.55%
+$97,509.09 
AFL Aflac Inc.
+1.52%
+$58.41 
MDT Medtronic plc
+1.31%
+$106,537.72 
NUE Nucor Corporation
+1.3%
+$95,606.04 
DUK Duke Energy Corporation
+1.23%
+$74,844.65 
AMCR Amcor plc
+1.22%
+$15.3 
KHC The Kraft Heinz Company
+1.2%
+$74,973.6 
JPM JPMorgan Chase & Co.
+1.16%
+$89,551 
COP ConocoPhillips
+1.02%
+$87,089.76 
CMCSA Comcast Corp
+0.81%
+$50,496.12 
BDX Becton, Dickinson and Company
+0.81%
+$74,560.56 
VVV Valvoline Inc.
+0.73%
+$7,464.16 
GPC Genuine Parts Company
+0.7%
+$63,401.8 
INFY Infosys Limited
+0.7%
+$336,039.2 
EOG EOG Resources, Inc.
+0.67%
+$54,816.84 
ACN Accenture plc Class A
+0.66%
+$76,655.6 
AVY Avery Dennison Corporation
+0.66%
+$15.68 
OGE Oge Energy Corp.
+0.64%
+$13.2 
HSIC Henry Schein, Inc.
+0.62%
+$16.96 
BLBD Blue Bird Corporation
+0.62%
+$6,604.5 
PB Prosperity Bancshares Inc.
+0.59%
+$8,517.21 
HD The Home Depot, Inc.
+0.54%
+$35,817.93 
PCAR PACCAR Inc.
+0.54%
+$19.14 
PNW Pinnacle West Capital Corporation
+0.48%
+$11.64 
DOV Dover Corporation
+0.44%
+$30,817.6 
EXLS ExlService Holdings Inc.
+0.43%
+$545.76 
SJM The J.M. Smucker Company
+0.42%
+$34,947.24 
AEP American Electric Power Company, Inc.
+0.38%
+$24,890.4 
RHI Robert Half Inc.
+0.37%
+$4.42 
NMIH NMI Holdings Inc.
+0.35%
+$1,280.86 
O Realty Income Corporation
+0.33%
+$21,991.86 
CRUS Cirrus Logic, Inc.
+0.32%
+$8.05 
KNX Knight-Swift Transportation Holdings Inc.
+0.32%
+$2,200.8 
STZ Constellation Brands, Inc.
+0.29%
+$15,905.19 
TAP Molson Coors Beverage Company
+0.29%
+$3.3 
LXP LXP Industrial Trust
+0.03%
+$363.68 
CTRA Coterra Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
JBL Jabil Inc.
-7.54%
-$455.05 
MKSI MKS Instruments Inc.
-5.28%
-$25,427.82 
HRI Herc Holdings Inc.
-4.34%
-$34,507.07 
STT State Street Corp
-4.14%
-$326,757.2 
BDC Belden Inc.
-4.07%
-$41,356.98 
BOOT Boot Barn Holdings, Inc.
-4.01%
-$29,366.85 
FFIV F5 Inc.
-3.98%
-$208.78 
RRX Regal Rexnord Corporation
-3.81%
-$17,148.54 
AMAT Applied Materials, Inc.
-3.79%
-$178,494.96 
APH Amphenol Corporation
-3.73%
-$595,123.2 
EVR Evercore Inc.
-3.6%
-$19,055.92 
EQR Equity Residential
-3.5%
-$251,360.34 
LFUS Littelfuse Inc.
-3.34%
-$38,905.35 
ARW Arrow Electronics Inc.
-3.23%
-$149.8 
WCC Wesco International Inc.
-3.15%
-$32,163.05 
ST Sensata Technologies Holding plc
-3.13%
-$34,447 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.86%
-$1.39M 
URI United Rentals, Inc.
-2.42%
-$185,044.78 
WHD Cactus Inc.
-2.42%
-$22,471.9 
ZBRA Zebra Technologies Corporation
-2.42%
-$65.45 
SLM SLM Corporation
-2.33%
-$6,124.15 
MGRC McGrath RentCorp
-2.33%
-$22,444.02 
IWF iShares Russell 1000 Growth ETF
-2.27%
-$148,492.8 
ENS EnerSys
-2.23%
-$15,468.2 
PRGS Progress Software Corporation
-2.03%
-$3,158.4 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$13,693.75 
COF Capital One Financial Corporation
-1.88%
-$138,167.87 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.86%
-$33,636.88 
C Citigroup Inc.
-1.8%
-$126,589.12 
AMZN Amazon.com Inc
-1.74%
-$140,872.5 
BRC Brady Corporation
-1.62%
-$24,150 
IJR iShares Core S&P Small-Cap ETF
-1.59%
-$1,500.15 
OKE ONEOK, Inc.
-1.51%
-$122,048.19 
GLD SPDR Gold Shares
-1.49%
-$3,578.41 
STAG Stag Industrial Inc.
-1.32%
-$13,033.44 
AHCO AdaptHealth Corp.
-1.26%
-$10,128.32 
FISV Fiserv, Inc.
-1.26%
-$73,175.93 
IBM International Business Machines Corporation
-1.26%
-$83,230 
CSCO Cisco Systems, Inc.
-1.24%
-$80,574.78 
PFF iShares Preferred and Income Securities ETF
-1.23%
-$6,275.16 
ACWI iShares MSCI ACWI ETF
-1.21%
-$9,525.4 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.17%
-$12,955.36 
IBCP Independent Bank Corporation
-1.17%
-$10,833.84 
ROCK Gibraltar Industries Inc.
-1.13%
-$13,499.22 
HR Healthcare Realty Trust Incorporated
-1.04%
-$8,430.3 
SPG Simon Property Group, Inc.
-0.97%
-$37.05 
HUBB Hubbell Inc.
-0.95%
-$70,123.68 
CACI Caci International Inc.
-0.93%
-$5,616.1 
MET MetLife Inc.
-0.92%
-$86,123.58 
HBAN Huntington Bancshares Incorporated
-0.92%
-$64,532.3 
BC Brunswick Corporation
-0.91%
-$8,091.72 
APLE Apple Hospitality REIT, Inc.
-0.91%
-$27.3 
MTB M&T Bank Corporation
-0.86%
-$59,387.32 
ALG Alamo Group Inc.
-0.8%
-$10,149.32 
AWI Armstrong World Industries, Inc.
-0.72%
-$4,013.18 
MAA Mid-America Apartment Communities, Inc.
-0.71%
-$16.6 
EFA iShares MSCI EAFE ETF
-0.7%
-$33,981.12 
OSBC Old Second Bancorp, Inc.
-0.69%
-$10,320.02 
HDB HDFC Bank Limited ADR
-0.57%
-$249,262 
RSP Invesco S&P 500 Equal Weight ETF
-0.57%
-$1,395.13 
RPM RPM International Inc.
-0.5%
-$32,991.21 
JAZZ Jazz Pharmaceuticals plc
-0.35%
-$12.58 
CW Curtiss-Wright Corporation
-0.31%
-$500.83 
OHI Omega Healthcare Investors Inc.
-0.29%
-$7.93 
HOMB Home BancShares Inc.
-0.25%
-$3,804.99 
AGM Federal Agricultural Mortgage Corporation
-0.2%
-$2,316.09 
INMD InMode Ltd.
-0.17%
-$1.5 
OMC Omnicom Group Inc.
-0.1%
-$7,899.6 
ALL Allstate Corporation
-0.1%
-$7,540.55 
SNA Snap-on Inc.
-0.04%
-$3,344.64 Events
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Dividends
Dividend Analysis
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| Trades 7262 | Longs Won 4639/7262 63% | Profit Factor 0.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404.37M |
| Average Win $18.96M | Best Trade (Mar 31) $5.88B | Sharpe Ratio -11.43 |
| Average Loss -$60.34M | Worst Trade (Dec 31) -$15.83B | Z-Score -30.31 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2w 5d | Expectancy -$9.69M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 10 | 9 | 8 | 7 | 6 | 5 | 4 | 3 | 2 | 1 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 30,279 | $4.51M | $8.58M | - | $4.07M | 90.2% | +3.34% |
| ACN Accenture plc Class A | 54,754 | $12.62M | $11.77M | - | -$851,550.56 | -6.75% | +0.656% |
| ACWI iShares MSCI ACWI ETF | 4,910 | $679,396.7 | $779,462.5 | - | $100,065.8 | 14.73% | -1.207% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 14,722 | $1.01M | $1.09M | - | $86,270.92 | 8.56% | -1.17% |
| ADBE Adobe Inc. | 26,539 | $6.45M | $6.39M | - | -$63,693.6 | -0.99% | +1.862% |
| AEP American Electric Power Company, Inc. | 51,855 | $4.78M | $6.54M | - | $1.76M | 36.94% | +0.382% |
| AFL Aflac Inc. | 33 | $3,638.91 | $3,900.93 | - | $262.02 | 7.2% | +1.52% |
| AGM Federal Agricultural Mortgage Corporation | 5,649 | $1.01M | $1.15M | - | $145,308.15 | 14.44% | -0.201% |
| AHCO AdaptHealth Corp. | 126,604 | $1.37M | $791,275 | - | -$576,609.76 | -42.15% | -1.264% |
| ALG Alamo Group Inc. | 8,185 | $1.33M | $1.26M | - | -$74,677.22 | -5.6% | -0.799% |
| ALL Allstate Corporation | 32,785 | $7.8M | $7.74M | - | -$58,029.45 | -0.74% | -0.097% |
| AMAT Applied Materials, Inc. | 10,136 | $1.93M | $4.53M | - | $2.6M | 134.4% | -3.793% |
| AMCR Amcor plc | 30 | $1,251 | $1,268.4 | - | $17.4 | 1.39% | +1.221% |
| AMZN Amazon.com Inc | 31,305 | $7.46M | $7.95M | - | $492,740.7 | 6.6% | -1.74% |
| APH Amphenol Corporation | 185,976 | $8.2M | $15.38M | - | $7.18M | 87.59% | -3.726% |
| APLE Apple Hospitality REIT, Inc. | 182 | $3,073.98 | $2,984.8 | - | -$89.18 | -2.9% | -0.906% |
| ARW Arrow Electronics Inc. | 20 | $4,268.2 | $4,485.2 | - | $217 | 5.08% | -3.232% |
| AVY Avery Dennison Corporation | 14 | $2,272.9 | $2,405.76 | - | $132.86 | 5.85% | +0.656% |
| AWI Armstrong World Industries, Inc. | 3,401 | $545,588.42 | $555,995.48 | - | $10,407.06 | 1.91% | -0.717% |
| BC Brunswick Corporation | 14,196 | $916,365.39 | $878,874.36 | - | -$37,491.03 | -4.09% | -0.912% |
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FAQ
Which stocks have generated the highest profits for JoAnn Conry?
The largest contributions to the portfolio's profits come from the following stocks: STJ - $29.57B, HSP - $8.61B, ARRS - $5.8B, Discover Financial Services - $5.31B, and BRCM - $5.29B. 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: ESV - $67.41B, NOV - $26.37B, LUMN - $19.71B, SPLS - $11.16B, and FOXA - $7.91B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does JoAnn Conry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $242.04M earned over time. The largest contributors to dividend income include Chevron Corporation - $9.23M, General Electric Company - $9.11M, ConocoPhillips - $8.07M, Johnson & Johnson - $6.88M, and Public Service Enterprise Group Incorporated - $6.6M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are JoAnn Conry's monthly returns?
JoAnn Conry'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 JoAnn Conry's strategy be considered aggressive or moderate?
JoAnn Conry'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 JoAnn Conry's strategy?
JoAnn Conry's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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