Carol Smith Portfolio
Invests via Access Investment Management LLC | Managed by Matthew Darren Reams, Joshua A. Husted
Invests via Access Investment Management LLC
Managed by Matthew Darren Reams, Joshua A. Husted
Automatically Tracked
Carol Smith Profile
Experienced investment executive focused on growth equity and operational improvement across technology and healthcare sectors. Carol Smith brings senior experience in portfolio management, deal sourcing, and strategic finance, having led cross-functional teams and executed bolt-on acquisitions. Known for structuring value-oriented investments, driving EBITDA expansion and supporting board-level governance; frequently engages with LPs, CFOs and founders on capital strategies and exit planning.
Experienced investment executive focused on growth equity and operational improvement across technology and healthcare sectors. Carol Smith brings senior experience in portfolio management, deal sourcing, and strategic finance, having led cross-functional teams and executed bolt-on acquisitions. Known for structuring value-oriented investments, driving EBITDA expansion and supporting board-level governance; frequently engages with LPs, CFOs and founders on capital strategies and exit planning.
Investment Philosophy & Strategy
Prefers growth-equity investments in technology and healthcare where active operational stewardship can accelerate revenue and EBITDA expansion. Emphasizes structured, value-oriented deals with clear governance and board engagement, often deploying bolt‑on M&A to deepen product or market positions. Focuses on cross‑functional diligence, aligning management incentives and capital structures to optimize exit timing and LP outcomes. Time horizon is medium-to-long term, balancing growth upside with disciplined downside protection through covenants, staged financings and conservative leverage. Competitive edge derives from hands-on portfolio operations, strategic finance expertise and strong founder/CFO relations to execute scaling plans.
Prefers growth-equity investments in technology and healthcare where active operational stewardship can accelerate revenue and EBITDA expansion. Emphasizes structured, value-oriented deals with clear governance and board engagement, often deploying bolt‑on M&A to deepen product or market positions. Focuses on cross‑functional diligence, aligning management incentives and capital structures to optimize exit timing and LP outcomes. Time horizon is medium-to-long term, balancing growth upside with disciplined downside protection through covenants, staged financings and conservative leverage. Competitive edge derives from hands-on portfolio operations, strategic finance expertise and strong founder/CFO relations to execute scaling plans.
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:
0.13%
Gain
Monthly
0%
Yearly
0.05%
Drawdown
29.28%
$435.08M
Equity
Holdings
$435.08M
Investment
$321.24M
$112.03M
Profit +$4.96M
Realized
-$1.82M
Unrealized
$113.85M
Dividends
$19.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$4.96M
Win %
70%
This Week
Compared To Last Week
Gain
0.56%
Profit
$2.41M
Win %
70%
This Month
Compared to last month
Gain
-0.23%
Profit
-$994,685.05
Win %
70%
This Year
Compared to last year
Gain
14.48%
Profit
$55.13M
Win %
66%
ABT Abbott Laboratories
+10.69%
+$3,054.4 
PRGO Perrigo Company plc
+8.28%
+$35,700 
IART Integra LifeSciences Holdings Corporation
+7.26%
+$873,625.69 
IIIN Insteel Industries Inc.
+6.6%
+$518.08 
KFRC Kforce Inc.
+6.57%
+$238,820.4 
BTI British American Tobacco p.l.c. ADR
+5.84%
+$52,907.75 
MCK McKesson Corporation
+5.49%
+$2,406.25 
CWST Casella Waste Systems Inc.
+4.67%
+$20,248.65 
CMCO Columbus McKinnon Corporation
+4.62%
+$54,106.41 
TPB Turning Point Brands Inc.
+4.42%
+$114,142.55 
CUBI Customers Bancorp Inc.
+4.36%
+$470,198.4 
JRSH Jerash Holdings (US), Inc.
+4.23%
+$8,559.5 
G Genpact Ltd.
+4.14%
+$314,389.89 
WM Waste Management, Inc.
+4.04%
+$442.5 
SON Sonoco Products Co.
+4.01%
+$624,637.53 
BRO Brown & Brown Inc.
+3.92%
+$26,200 
LKQ LKQ Corporation
+3.87%
+$208,958.63 
WHR Whirlpool Corporation
+3.84%
+$25,456 
JACK Jack in the Box Inc.
+3.67%
+$18,480 
ACFN Acorn Energy Inc.
+3.58%
+$780 
ADSK Autodesk, Inc.
+3.57%
+$671.4 
LQDT Liquidity Services Inc.
+3.56%
+$282,239.7 
UPS United Parcel Service, Inc.
+3.52%
+$29,770.4 
RSG Republic Services, Inc.
+3.52%
+$30,600 
OTEX Open Text Corporation
+3.39%
+$247,077.89 
NDAQ Nasdaq, Inc.
+3.34%
+$942.45 
III Information Services Group Inc.
+3.27%
+$497.25 
IBM International Business Machines Corporation
+3.27%
+$449.15 
BALL Ball Corp.
+3.21%
+$114,308.85 
DFIN Donnelley Financial Solutions Inc.
+3.21%
+$364,782.6 
ABBV AbbVie Inc.
+3.03%
+$1,762.39 
OMC Omnicom Group Inc.
+2.94%
+$144,751.6 
SBH Sally Beauty Holdings Inc.
+2.77%
+$231,180.55 
AON Aon plc
+2.76%
+$608.22 
EWBC East West Bancorp Inc.
+2.69%
+$449,109.12 
T AT&T Inc.
+2.68%
+$336.83 
CATY Cathay General Bancorp
+2.68%
+$35,281.35 
WTFC Wintrust Financial Corporation
+2.63%
+$78,034.25 
INGR Ingredion Inc.
+2.6%
+$46,865.7 
CTSH Cognizant Technology Solutions Corporation
+2.57%
+$81,113.25 
FITB Fifth Third Bancorp
+2.51%
+$222,760.5 
MCD McDonald's Corporation
+2.5%
+$4,314.7 
KO The Coca-Cola Company
+2.49%
+$338.25 
LOW Lowe's Companies Inc.
+2.48%
+$456.72 
COLB Columbia Banking System, Inc.
+2.47%
+$61,010.95 
FSUN FirstSun Capital Bancorp
+2.45%
+$46,472.12 
CMCSA Comcast Corp
+2.43%
+$42,103.87 
TJX The TJX Companies, Inc.
+2.42%
+$266.81 
COST Costco Wholesale Corporation
+2.41%
+$1,105.25 
XTN SPDR S&P Transportation ETF
+2.38%
+$2,188 
MA Mastercard Incorporated
+2.34%
+$125.2 
LADR Ladder Capital Corp.
+2.33%
+$111,273.08 
FBIN Fortune Brands Innovations Inc.
+2.32%
+$29,814.6 
WLY John Wiley & Sons Inc.
+2.3%
+$417,832.8 
DXC Dxc Technology Co.
+2.2%
+$102,022.35 
SW Smurfit WestRock PLC
+2.1%
+$133,292.62 
MSFT Microsoft Corp.
+2.09%
+$3,390.7 
OKE ONEOK, Inc.
+2.05%
+$635.8 
MYE Myers Industries Inc.
+2.04%
+$33,215.62 
ARE Alexandria Real Estate Equities, Inc.
+1.98%
+$9,843 
URI United Rentals, Inc.
+1.97%
+$659,827.74 
ACRE Ares Commercial Real Estate Corporation
+1.97%
+$10,143 
LNC Lincoln National Corporation
+1.95%
+$157,200 
DOC Healthpeak Properties, Inc.
+1.91%
+$6,347.43 
V Visa Inc. Class A
+1.84%
+$1,164.12 
MNST Monster Beverage Corporation
+1.83%
+$714.34 
IYH iShares U.S. Healthcare ETF
+1.77%
+$148.12 
DIS The Walt Disney Company
+1.77%
+$11,226.44 
AAPL Apple Inc.
+1.65%
+$4,671 
LEA Lear Corporation
+1.62%
+$11,400 
USB U.S. Bancorp
+1.62%
+$8,277.3 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+1.6%
+$2,013.06 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.59%
+$775 
PG Procter & Gamble Co
+1.59%
+$940 
HD The Home Depot, Inc.
+1.52%
+$1,035 
LZB La-Z-Boy Inc.
+1.5%
+$110,625 
IQV IQVIA Holdings Inc.
+1.45%
+$6,368.7 
SEIC SEI Investments Company
+1.44%
+$194.37 
IJS iShares S&P Small-Cap 600 Value ETF
+1.41%
+$62,693.4 
VRTX Vertex Pharmaceuticals Incorporated
+1.35%
+$385.63 
CB Chubb Limited
+1.34%
+$641.85 
MPAA Motorcar Parts of America, Inc.
+1.33%
+$149.15 
CAH Cardinal Health Inc.
+1.31%
+$4,599.05 
AVUV Avantis U.S. Small Cap Value ETF
+1.26%
+$4,091.28 
NMRK Newmark Group Inc.
+1.19%
+$10,649.87 
NVS Novartis AG Sponsored ADR
+1.16%
+$162.75 
RITM Rithm Capital Corp.
+1.14%
+$13,230 
PVH PVH Corp.
+1.12%
+$94,996 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$40,275 
PH Parker-Hannifin Corporation
+1.06%
+$231.72 
SFM Sprouts Farmers Market, Inc.
+1.04%
+$10,925 
DGRO iShares Core Dividend Growth ETF
+0.98%
+$570 
HTGC Hercules Capital Inc.
+0.96%
+$5,921 
FHN First Horizon Corporation
+0.88%
+$19,916.6 
IWD iShares Russell 1000 Value ETF
+0.83%
+$371.7 
DUK Duke Energy Corporation
+0.83%
+$269.86 
ARCC Ares Capital Corporation
+0.82%
+$4,754.62 
WFC Wells Fargo & Company
+0.74%
+$203.82 
XOM Exxon Mobil Corporation
+0.73%
+$286.2 
JNJ Johnson & Johnson
+0.73%
+$9,613.8 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.71%
+$462 
LULU lululemon athletica inc.
+0.65%
+$1,189.09 
AXP American Express Company
+0.64%
+$187.78 
AMZN Amazon.com Inc
+0.61%
+$329.92 
FWRG First Watch Restaurant Group, Inc.
+0.58%
+$11,284.7 
D Dominion Energy, Inc.
+0.51%
+$153 
PNC The PNC Financial Services Group, Inc.
+0.5%
+$115.92 
HON Honeywell International Inc.
+0.45%
+$173 
PBT Permian Basin Royalty Trust
+0.36%
+$300 
LIN Linde plc
+0.35%
+$43.54 
GD General Dynamics Corporation
+0.33%
+$143.11 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$156.19 
GOOGL Alphabet Inc
+0.27%
+$328.98 
CME CME Group Inc.
+0.21%
+$24.96 
APO Apollo Global Management, Inc.
+0.16%
+$26,867.71 
BAC Bank of America Corporation
+0.14%
+$17,856.37 
XLF Financial Select Sector SPDR Fund
+0.13%
+$30 
GLW Corning Incorporated
-10.38%
-$15,411.61 
ON ON Semiconductor Corporation
-5.72%
-$732,374.05 
MS Morgan Stanley
-4.62%
-$3,199.68 
ETN Eaton Corporation plc
-4.29%
-$973.23 
CMI Cummins Inc.
-3.76%
-$450.9 
AEM Agnico Eagle Mines Limited
-3.33%
-$189,599.6 
JBL Jabil Inc.
-3.1%
-$1.16M 
ADI Analog Devices, Inc.
-2.77%
-$2,049.7 
CSCO Cisco Systems, Inc.
-2.62%
-$861.36 
NVDA NVIDIA Corporation
-2.41%
-$1,228.8 
VPL Vanguard FTSE Pacific ETF
-2.22%
-$169,495.6 
C Citigroup Inc.
-1.94%
-$311,063.83 
BNY BlackRock New York Municipal Income Trust
-1.83%
-$445.5 
META Meta Platforms Inc Class A
-1.7%
-$867.75 
GLDM SPDR Gold MiniShares Trust
-1.7%
-$5,603.2 
RTX RTX Corporation
-1.51%
-$622.45 
AVT Avnet Inc.
-1.25%
-$86,400 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$26.49 
SCHC Schwab International Small-Cap Equity ETF
-0.87%
-$850 
RJF Raymond James Financial Inc.
-0.68%
-$34,619.44 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.55%
-$1,169.22 
QGRO American Century U.S. Quality Growth ETF
-0.5%
-$840.42 
JPM JPMorgan Chase & Co.
-0.46%
-$56,752.15 
TSQ Townsquare Media Inc.
-0.44%
-$3,947.25 
BLK BlackRock, Inc.
-0.43%
-$56.22 
UTHR United Therapeutics Corporation
-0.42%
-$4,884.53 
ETR Entergy Corporation
-0.31%
-$40.47 
MFIC MidCap Financial Investment Corporation
-0.3%
-$120 
EWW iShares MSCI Mexico ETF
-0.28%
-$72.45 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$83.2 
NOC Northrop Grumman Corporation
-0.27%
-$31.02 
VYMI Vanguard International High Dividend Yield Index Fund
-0.27%
-$5,616 
IDV iShares International Select Dividend ETF
-0.23%
-$10,678.31 
SF Stifel Financial Corp.
-0.23%
-$38,475 
VONE Vanguard Russell 1000 ETF
-0.21%
-$1,113.89 
F Ford Motor Company
-0.11%
-$15 
CCEP Coca-Cola Europacific Partners PLC
-0.1%
-$550 
FBND Fidelity Total Bond ETF
-0.08%
-$335.65 
KBWB Invesco KBW Bank ETF
-0.06%
-$3.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.03%
-$5.85 Events
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Dividends
Dividend Analysis
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| Trades 650 | Longs Won 385/650 59% | Profit Factor 3.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $410,285.35 | Best Trade (Jul 10) $23.89M | Sharpe Ratio -10.59 |
| Average Loss -$173,306.93 | Worst Trade (Mar 31) -$4.38M | Z-Score 6.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $172,359.27 |
| 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 | 2,513 | 2,261 | 2,010 | 1,759 | 1,508 | 1,256 | 1,005 | 754 | 503 | 251 |
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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