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:
6.91%
Gain 0%
Monthly
-0.06%
Yearly
-0.69%
Drawdown
38.72%
$639.82M
Equity
Holdings
$639.82M
Investment
$601.8M
-$70.34B
Profit -$1.31M
Realized
-$70.38B
Unrealized
$38.02M
Dividends
$239.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.004%
Profit
-$1.31M
Win %
72%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$3.1M
Win %
72%
This Month
Compared to last month
Gain
1.46%
Profit
$9.22M
Win %
72%
This Year
Compared to last year
Gain
1.25%
Profit
$8.09M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$1.13M 
BDC Belden Inc.
+5.93%
+$65,083.35 
WHD Cactus Inc.
+4.86%
+$43,639.01 
CACI Caci International Inc.
+4.27%
+$20,277.59 
FFIV F5 Inc.
+3.56%
+$152.02 
AGM Federal Agricultural Mortgage Corporation
+3.31%
+$41,237.76 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$292,165.81 
UHS Universal Health Services, Inc.
+3.15%
+$72.1 
HRI Herc Holdings Inc.
+2.89%
+$26,050.06 
EVR Evercore Inc.
+2.46%
+$15,441.52 
EOG EOG Resources, Inc.
+2.19%
+$170,900.1 
CSCO Cisco Systems, Inc.
+2.14%
+$136,920.78 
JBL Jabil Inc.
+2.12%
+$124.07 
NMIH NMI Holdings Inc.
+1.98%
+$7,868.14 
OKE ONEOK, Inc.
+1.95%
+$150,612.66 
ZBRA Zebra Technologies Corporation
+1.82%
+$36.75 
ARW Arrow Electronics Inc.
+1.75%
+$74.4 
HCA HCA Healthcare Inc.
+1.72%
+$110,853.44 
ACN Accenture plc Class A
+1.61%
+$144,003.57 
RHI Robert Half Inc.
+1.5%
+$19.04 
LMT Lockheed Martin Corporation
+1.5%
+$123,866.39 
MKSI MKS Instruments Inc.
+1.42%
+$8,080.09 
RRX Regal Rexnord Corporation
+1.3%
+$7,278.48 
CMCSA Comcast Corp
+1.23%
+$86,140.44 
COP ConocoPhillips
+1.22%
+$87,694.61 
BRC Brady Corporation
+1.21%
+$19,775 
AMAT Applied Materials, Inc.
+1.18%
+$59,802.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$18,797.08 
AHCO AdaptHealth Corp.
+1.12%
+$15,192.48 
CW Curtiss-Wright Corporation
+1.02%
+$2,341.47 
ADBE Adobe Inc.
+1.01%
+$66,613.16 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$11,102.57 
URI United Rentals, Inc.
+0.99%
+$76,567.96 
IBM International Business Machines Corporation
+0.86%
+$54,816.43 
ALG Alamo Group Inc.
+0.79%
+$10,149.42 
MPC Marathon Petroleum Corporation
+0.76%
+$50.19 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$45,888.4 
STT State Street Corp
+0.73%
+$60,728.35 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,899.97 
ENS EnerSys
+0.7%
+$5,090.81 
BMY Bristol-Myers Squibb Company
+0.69%
+$57,807 
HSIC Henry Schein, Inc.
+0.68%
+$18.56 
INFY Infosys Limited
+0.67%
+$336,039.2 
PRGS Progress Software Corporation
+0.62%
+$987 
SLM SLM Corporation
+0.62%
+$1,848.8 
APH Amphenol Corporation
+0.55%
+$40,914.26 
ACWI iShares MSCI ACWI ETF
+0.49%
+$3,780.65 
OHI Omega Healthcare Investors Inc.
+0.46%
+$14.03 
SNA Snap-on Inc.
+0.33%
+$28,429.69 
INMD InMode Ltd.
+0.3%
+$2.7 
DOV Dover Corporation
+0.27%
+$20,303.43 
JPM JPMorgan Chase & Co.
+0.27%
+$21,864.4 
WCC Wesco International Inc.
+0.24%
+$2,303.32 
JNJ Johnson & Johnson
+0.21%
+$16,562.5 
OGE Oge Energy Corp.
+0.19%
+$3.96 
AWI Armstrong World Industries, Inc.
+0.17%
+$986.29 
MGRC McGrath RentCorp
+0.13%
+$1,260.9 
BDX Becton, Dickinson and Company
+0.1%
+$8,339.01 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$522.93 
C Citigroup Inc.
+0.1%
+$7,346.12 
NUE Nucor Corporation
+0.1%
+$7,221.03 
AFL Aflac Inc.
+0.09%
+$3.96 
PB Prosperity Bancshares Inc.
+0.07%
+$1,091.95 
AEP American Electric Power Company, Inc.
+0.06%
+$3,629.85 
VVV Valvoline Inc.
+0.05%
+$678.56 
LFUS Littelfuse Inc.
+0.03%
+$364.65 
IBCP Independent Bank Corporation
+0.03%
+$264.24 
TAP Molson Coors Beverage Company
+0.02%
+$0.3 
CTRA Coterra Energy Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ST Sensata Technologies Holding plc
-3.54%
-$44,030 
BOOT Boot Barn Holdings, Inc.
-3.48%
-$33,544.24 
AVY Avery Dennison Corporation
-2.91%
-$71.26 
RYAAY Ryanair Holdings plc American Depositary Receipt
-2.76%
-$1.53M 
ABBV AbbVie Inc.
-2.51%
-$195,905.13 
HR Healthcare Realty Trust Incorporated
-2.42%
-$24,354.2 
SJM The J.M. Smucker Company
-2.41%
-$202,145.8 
JAZZ Jazz Pharmaceuticals plc
-2.14%
-$93.84 
KHC The Kraft Heinz Company
-2.01%
-$147,170.4 
CRUS Cirrus Logic, Inc.
-1.9%
-$57.73 
GLD SPDR Gold Shares
-1.49%
-$3,540.59 
ROCK Gibraltar Industries Inc.
-1.42%
-$19,606.01 
EXLS ExlService Holdings Inc.
-1.25%
-$1,466.73 
ICLR ICON plc
-1.18%
-$718,291.26 
OMC Omnicom Group Inc.
-1.14%
-$89,857.95 
EQR Equity Residential
-1%
-$72,905.38 
MET MetLife Inc.
-0.97%
-$87,049.64 
BC Brunswick Corporation
-0.94%
-$10,647 
HELE Helen of Troy Limited
-0.9%
-$10 
HDB HDFC Bank Limited ADR
-0.87%
-$402,654 
O Realty Income Corporation
-0.87%
-$68,419.12 
PCAR PACCAR Inc.
-0.81%
-$35.64 
CVS CVS Health Corporation
-0.75%
-$60,536.12 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$19.6 
STAG Stag Industrial Inc.
-0.73%
-$7,602.84 
RPM RPM International Inc.
-0.7%
-$51,170.04 
DUK Duke Energy Corporation
-0.67%
-$43,358.28 
EFA iShares MSCI EAFE ETF
-0.62%
-$31,149.36 
APLE Apple Hospitality REIT, Inc.
-0.6%
-$18.2 
AMCR Amcor plc
-0.6%
-$8.1 
COF Capital One Financial Corporation
-0.54%
-$41,970.66 
ALL Allstate Corporation
-0.49%
-$42,620.93 
SPG Simon Property Group, Inc.
-0.46%
-$20.33 
PEP PepsiCo, Inc.
-0.46%
-$31,678.08 
HD The Home Depot, Inc.
-0.42%
-$31,312.98 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$2,971.08 
MDT Medtronic plc
-0.37%
-$27,944.32 
GPC Genuine Parts Company
-0.37%
-$31,700.9 
DG Dollar General Corporation
-0.35%
-$30,312.25 
LXP LXP Industrial Trust
-0.33%
-$3,636.8 
PNW Pinnacle West Capital Corporation
-0.33%
-$7.92 
HOMB Home BancShares Inc.
-0.29%
-$4,892.13 
MTB M&T Bank Corporation
-0.29%
-$22,428.51 
COR Cencora, Inc.
-0.28%
-$21,470.6 
BLBD Blue Bird Corporation
-0.28%
-$3,962.7 
HUBB Hubbell Inc.
-0.24%
-$17,531.07 
FISV Fiserv, Inc.
-0.24%
-$16,123.51 
HBAN Huntington Bancshares Incorporated
-0.23%
-$18,437.34 
OSBC Old Second Bancorp, Inc.
-0.2%
-$3,035.3 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,913.86 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$426.62 
STZ Constellation Brands, Inc.
-0.12%
-$6,448.05 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$27.39 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 7262 | Longs Won 4688/7262 64% | Profit Factor 0.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $404.37M |
| Average Win $18.76M | Best Trade (Mar 31) $5.88B | Sharpe Ratio -12.21 |
| Average Loss -$61.49M | Worst Trade (Dec 31) -$15.83B | Z-Score -11.97 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2w 1d | 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 | $7.6M | - | $3.08M | 68.34% | -2.513% |
| ACN Accenture plc Class A | 54,754 | $12.62M | $9.08M | - | -$3.54M | -28.02% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 4,910 | $679,396.7 | $768,071.25 | - | $88,674.55 | 13.05% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 14,722 | $1.01M | $1.11M | - | $99,815.16 | 9.9% | -0.172% |
| ADBE Adobe Inc. | 26,539 | $6.45M | $6.65M | - | $194,530.87 | 3.02% | +1.013% |
| AEP American Electric Power Company, Inc. | 51,855 | $4.78M | $6.63M | - | $1.85M | 38.81% | +0.055% |
| AFL Aflac Inc. | 33 | $3,638.91 | $4,206.84 | - | $567.93 | 15.61% | +0.094% |
| AGM Federal Agricultural Mortgage Corporation | 5,649 | $1.01M | $1.29M | - | $279,641.43 | 27.8% | +3.314% |
| AHCO AdaptHealth Corp. | 126,604 | $1.37M | $1.37M | - | -$561.56 | -0.04% | +1.124% |
| ALG Alamo Group Inc. | 8,185 | $1.33M | $1.3M | - | -$32,524.45 | -2.44% | +0.786% |
| ALL Allstate Corporation | 32,785 | $7.8M | $8.66M | - | $856,999.47 | 10.99% | -0.49% |
| AMAT Applied Materials, Inc. | 10,136 | $1.93M | $5.15M | - | $3.21M | 166.43% | +1.176% |
| AMCR Amcor plc | 30 | $1,251 | $1,346.4 | - | $95.4 | 7.63% | -0.598% |
| AMZN Amazon.com Inc | 31,305 | $7.46M | $8.5M | - | $1.04M | 13.95% | +15.321% |
| APH Amphenol Corporation | 92,988 | $8.2M | $7.47M | - | -$726,236.28 | -8.86% | +0.551% |
| APLE Apple Hospitality REIT, Inc. | 182 | $3,073.98 | $3,004.82 | - | -$69.16 | -2.25% | -0.602% |
| ARW Arrow Electronics Inc. | 20 | $4,268.2 | $4,331.4 | - | $63.2 | 1.48% | +1.748% |
| AVY Avery Dennison Corporation | 14 | $2,272.9 | $2,376.22 | - | $103.32 | 4.55% | -2.912% |
| AWI Armstrong World Industries, Inc. | 3,401 | $545,588.42 | $594,018.66 | - | $48,430.24 | 8.88% | +0.166% |
| BC Brunswick Corporation | 14,196 | $916,365.39 | $1.12M | - | $205,118.61 | 22.38% | -0.94% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 $239.65M earned over time. The largest contributors to dividend income include Chevron Corporation - $9.23M, General Electric Company - $9.11M, ConocoPhillips - $8.02M, Johnson & Johnson - $6.84M, 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.
