Curtis Harrell Portfolio
Invests via Tounjian Advisory Partners LLC | Managed by Alfred M. Tounjian, Curtis Harrell, AE Wealth Management LLC
Invests via Tounjian Advisory Partners LLC
Managed by Alfred M. Tounjian, Curtis Harrell, AE Wealth Management LLC
Automatically Tracked
Drives growth equity sourcing and active portfolio management for technology and consumer businesses across North America, targeting revenue-growing companies with data-driven go-to-market expansion and unit-economics improvement. Curtis Harrell brings operating and investing experience from prior roles in corporate development and growth investing, integrating KPI-driven due diligence with commercial diligence and board-level execution. Capital deployment preferences include minority and control growth rounds, follow-on reserves, and structured equity for revenue-dependent businesses. Market relevance derives from combining operator sensibilities with capital allocation discipline to accelerate scale and prepare companies for IPO or strategic sale.
Drives growth equity sourcing and active portfolio management for technology and consumer businesses across North America, targeting revenue-growing companies with data-driven go-to-market expansion and unit-economics improvement. Curtis Harrell brings operating and investing experience from prior roles in corporate development and growth investing, integrating KPI-driven due diligence with commercial diligence and board-level execution. Capital deployment preferences include minority and control growth rounds, follow-on reserves, and structured equity for revenue-dependent businesses. Market relevance derives from combining operator sensibilities with capital allocation discipline to accelerate scale and prepare companies for IPO or strategic sale.
Investment Philosophy & Strategy
Focuses on growth-equity investments in North American technology and consumer companies, prioritizing revenue growth, unit-economics improvement and repeatable GTM expansion. Emphasizes KPI-driven commercial diligence, active board-level engagement, and structured capital solutions—minority and control growth rounds, follow-on reserves and revenue-linked equity. Allocation favors companies with measurable unit economics and clear paths to IPO or strategic exit, blending operator sensibility with disciplined capital deployment and milestone-based risk management.
Focuses on growth-equity investments in North American technology and consumer companies, prioritizing revenue growth, unit-economics improvement and repeatable GTM expansion. Emphasizes KPI-driven commercial diligence, active board-level engagement, and structured capital solutions—minority and control growth rounds, follow-on reserves and revenue-linked equity. Allocation favors companies with measurable unit economics and clear paths to IPO or strategic exit, blending operator sensibility with disciplined capital deployment and milestone-based risk management.
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:
9.51%
Gain
Monthly
0.59%
Yearly
7.27%
Drawdown
10.73%
$313.12M
Equity
Holdings
$313.12M
Investment
$248.98M
$115.9M
Profit -$294,329.16
Realized
$51.76M
Unrealized
$64.14M
Dividends
$10.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$294,329.16
Win %
66%
This Week
Compared To Last Week
Gain
0.46%
Profit
$1.42M
Win %
66%
This Month
Compared to last month
Gain
1.29%
Profit
$3.97M
Win %
66%
This Year
Compared to last year
Gain
13.08%
Profit
$36.22M
Win %
67%
ACN Accenture plc Class A
+5.87%
+$76,041.34 
INTU Intuit Inc.
+5.3%
+$7,830.24 
PM Philip Morris International Inc.
+4.34%
+$155,225.9 
CFG Citizens Financial Group, Inc.
+4.12%
+$77,926.28 
ABBV AbbVie Inc.
+4.01%
+$104,215.68 
CPB The Campbell's Company
+3.68%
+$60,209.17 
OMC Omnicom Group Inc.
+3.65%
+$51,097.86 
UNP Union Pacific Corporation
+3.56%
+$10,053.84 
BSX Boston Scientific Corporation
+3.47%
+$22,556.56 
GPC Genuine Parts Company
+3.4%
+$36,379.6 
MO Altria Group, Inc.
+3.29%
+$46,845.44 
IBM International Business Machines Corporation
+3.28%
+$34,004.93 
CRM Salesforce Inc
+3.19%
+$37,683.1 
FNF Fidelity National Financial, Inc.
+3.1%
+$14,321.55 
MRSH Marsh & McLennan Companies, Inc.
+3.05%
+$47,107.28 
MCD McDonald's Corporation
+3.05%
+$36,909.03 
COST Costco Wholesale Corporation
+2.9%
+$75,654.04 
RSG Republic Services, Inc.
+2.86%
+$35,931.06 
T AT&T Inc.
+2.78%
+$28,557.62 
CSX CSX Corporation
+2.75%
+$76,562.56 
IP International Paper Company
+2.61%
+$25,152 
MA Mastercard Incorporated
+2.58%
+$86,537.16 
VZ Verizon Communications Inc.
+2.54%
+$40,922.96 
RF Regions Financial Corporation
+2.47%
+$40,240.82 
VLO Valero Energy Corporation
+2.43%
+$60,080.2 
V Visa Inc. Class A
+2.37%
+$78,272.32 
SPGI S&P Global Inc.
+2.36%
+$59,031 
PRU Prudential Financial, Inc.
+2.34%
+$38,789.8 
OKE ONEOK, Inc.
+2.33%
+$22,700.96 
KMB Kimberly-Clark Corporation
+2.25%
+$7,017.35 
DOV Dover Corporation
+2.22%
+$55,061.77 
FITB Fifth Third Bancorp
+2.22%
+$30,128.11 
EXC Exelon Corporation
+2.19%
+$24,090 
CAG Conagra Brands Inc.
+2.14%
+$15,384.11 
MCO Moody's Corporation
+2.12%
+$29,930.27 
WMT Walmart Inc.
+2.12%
+$46,887.02 
HBAN Huntington Bancshares Incorporated
+2.04%
+$29,373.36 
PG Procter & Gamble Co
+2.01%
+$8,940 
MNST Monster Beverage Corporation
+1.96%
+$6,627.7 
KEY KeyCorp
+1.76%
+$31,759.12 
FHLC Fidelity MSCI Health Care Index ETF
+1.68%
+$6,658.89 
EIX Edison International
+1.67%
+$20,165.12 
PNW Pinnacle West Capital Corporation
+1.64%
+$18,501.12 
TFC Truist Financial Corporation
+1.61%
+$24,388.2 
EMR Emerson Electric Co.
+1.56%
+$6,483.72 
CHD Church & Dwight Co., Inc.
+1.55%
+$35,889.68 
PPL PPL Corporation
+1.54%
+$15,024.9 
ES Eversource Energy
+1.5%
+$19,289.58 
USB U.S. Bancorp
+1.49%
+$29,756.64 
HD The Home Depot, Inc.
+1.49%
+$36,931.6 
AAPL Apple Inc.
+1.46%
+$266,005.7 
LLY Eli Lilly and Company
+1.4%
+$53,553.5 
MSFT Microsoft Corp.
+1.15%
+$135,010.82 
JNJ Johnson & Johnson
+1.12%
+$34,792.56 
CVX Chevron Corporation
+1.11%
+$16,123.64 
ADM Archer-Daniels-Midland Co
+1.09%
+$23,640.53 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.08%
+$4,313.2 
LIN Linde plc
+1.08%
+$15,749.44 
ICE Intercontinental Exchange, Inc.
+1.06%
+$14,465.52 
XOM Exxon Mobil Corporation
+1.02%
+$42,453.6 
WEC WEC Energy Group Inc.
+1.01%
+$12,180.47 
PFE Pfizer Inc.
+0.99%
+$18,484.76 
OGE Oge Energy Corp.
+0.94%
+$10,672.92 
XLE Energy Select Sector SPDR Fund
+0.92%
+$2,418 
HPQ HP Inc.
+0.86%
+$7,400.5 
DTE DTE Energy Company
+0.86%
+$8,602 
LEN Lennar Corporation
+0.75%
+$16,657.92 
D Dominion Energy, Inc.
+0.75%
+$12,905.5 
XEL Xcel Energy Inc.
+0.67%
+$8,083.56 
FE FirstEnergy Corp.
+0.59%
+$6,894.15 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$20,142.56 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$1,576.11 
PLTR Palantir Technologies Inc.
+0.42%
+$4,829.53 
CMS CMS Energy Corporation
+0.36%
+$4,140.89 
AEP American Electric Power Company, Inc.
+0.33%
+$9,574.38 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.27%
+$1,122.24 
NEE NextEra Energy, Inc.
+0.26%
+$2,070.46 
CVS CVS Health Corporation
+0.24%
+$4,925.44 
TROW T. Rowe Price Group, Inc.
+0.24%
+$5,664.09 
FUTY Fidelity MSCI Utilities Index ETF
+0.23%
+$924.21 
WFC Wells Fargo & Company
+0.22%
+$546.78 
SRE Sempra
+0.22%
+$2,991.6 
BG Bunge Global S.A.
+0.2%
+$2,794.96 
ETR Entergy Corporation
+0.14%
+$2,439.04 
SEIX Virtus Seix Senior Loan ETF
+0.07%
+$190.8 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.05%
+$1,046.4 
JSI Janus Henderson Securitized Income ETF
+0.05%
+$114.45 
VB Vanguard Small-Cap ETF
+0.05%
+$116.19 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$437.85 
FLDR Fidelity Low Duration Bond ETF
+0.03%
+$195.75 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$205.12 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.01%
+$43.36 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$15.03 
STX Seagate Technology Holdings plc
-10.52%
-$284,991.17 
ORCL Oracle Corporation
-6.49%
-$14,706 
MU Micron Technology, Inc.
-6.23%
-$386,874.37 
AMD Advanced Micro Devices, Inc.
-6.07%
-$266,229.18 
AVGO Broadcom Inc.
-5.52%
-$352,748.88 
LRCX Lam Research Corporation
-5.44%
-$220,946 
GS The Goldman Sachs Group, Inc.
-5.32%
-$218,615.76 
GOOGL Alphabet Inc
-4.78%
-$359,017.12 
MS Morgan Stanley
-4.77%
-$138,142.42 
GE General Electric Company
-4.44%
-$105,568 
ENTG Entegris, Inc.
-4.11%
-$10,588.48 
AMAT Applied Materials, Inc.
-3.46%
-$26,679.96 
ADI Analog Devices, Inc.
-3.12%
-$11,205.6 
NVDA NVIDIA Corporation
-2.98%
-$524,546.24 
META Meta Platforms Inc Class A
-2.91%
-$159,672.63 
APH Amphenol Corporation
-2.7%
-$50,853.88 
C Citigroup Inc.
-2.51%
-$83,019.56 
VGT Vanguard Information Technology ETF
-2.35%
-$9,074.88 
IWF iShares Russell 1000 Growth ETF
-2.32%
-$7,990.08 
AVXC Avantis Emerging Markets Ex China ETF
-2.13%
-$128,311.79 
CSCO Cisco Systems, Inc.
-2.03%
-$90,668.34 
AMZN Amazon.com Inc
-1.85%
-$159,395.29 
JPM JPMorgan Chase & Co.
-1.42%
-$68,595.89 
TSLA Tesla, Inc.
-1.24%
-$37,132.2 
RTX RTX Corporation
-1.21%
-$26,469.3 
BNY BlackRock New York Municipal Income Trust
-1.11%
-$32,180.76 
IEFA iShares Core MSCI EAFE ETF
-0.92%
-$64,606.47 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$2,349.3 
VOO Vanguard S&P 500 ETF
-0.84%
-$4,842.24 
IVV iShares Core S&P 500 ETF
-0.83%
-$12,609.36 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.78%
-$3,875.76 
PEG Public Service Enterprise Group Incorporated
-0.7%
-$5,722.08 
FIDU Fidelity MSCI Industrials Index ETF
-0.4%
-$4,688.53 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.4%
-$9,361.38 
SWKS Skyworks Solutions Inc.
-0.4%
-$4,052.6 
F Ford Motor Company
-0.35%
-$6,706.8 
BBY Best Buy Co., Inc.
-0.29%
-$3,627.5 
HSCZ iShares Currency Hedged MSCI EAFE Small-Cap ETF
-0.28%
-$1,976.66 
BAC Bank of America Corporation
-0.23%
-$6,577.2 
LYB LyondellBasell Industries N.V.
-0.23%
-$3,014.82 
NFLX Netflix, Inc.
-0.21%
-$4,332.76 
ILTB iShares Core 10+ Year USD Bond ETF
-0.2%
-$3,551.09 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$2,100.49 
PFG Principal Financial Group, Inc.
-0.1%
-$1,405.07 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$521.3 
CMBS iShares CMBS ETF
-0.08%
-$487.44 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$265.46 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$1,372.26 
XSVN BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
-0.06%
-$147.54 
FMAT Fidelity MSCI Materials Index ETF
-0.06%
-$505.26 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.06%
-$796.06 
SPBO SPDR Portfolio Corporate Bond ETF
-0.05%
-$1,101.45 
VO Vanguard Mid-Cap ETF
-0.04%
-$113.58 
AVIG Avantis Core Fixed Income ETF
-0.04%
-$931.5 
DDLS WisdomTree Dynamic Currency Hedged SmallCap Equity Fund
-0.01%
-$72.95 
VNLA Janus Henderson Short Duration Income ETF
-0.01%
-$452.9 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
-0.01%
-$69.94 Events
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Dividends
Dividend Analysis
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| Trades 898 | Longs Won 584/898 65% | Profit Factor 8.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $613,628.64 |
| Average Win $226,649.79 | Best Trade (Jul 15) $8.56M | Sharpe Ratio -8.93 |
| Average Loss -$52,428.01 | Worst Trade (Sep 30) -$2.01M | Z-Score 3.97 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 2d | Expectancy $129,065.79 |
| 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% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,988 | 5,389 | 4,790 | 4,192 | 3,593 | 2,994 | 2,395 | 1,796 | 1,198 | 599 |
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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