Russell Kartub Portfolio
Invests via Insight Inv LLC | Managed by Russell D. Kartub, CFA, Adrienne K. Brinton, CFA
Invests via Insight Inv LLC
Managed by Russell D. Kartub, CFA, Adrienne K. Brinton, CFA
Automatically Tracked
Russell Kartub Profile
With a robust background in technology commercialization and strategic development, Russell Kartub has established himself as a pivotal figure in the startup ecosystem. His career is marked by successful leadership roles across various emerging ventures, where he spearheaded initiatives that drove growth and innovation. Notably, his efforts have bridged gaps between groundbreaking ideas and market viability, positioning him at the forefront of tech investment discussions. As an investor-operator, he skillfully balances entrepreneurial vision with operational execution, enabling startups to navigate their formative stages effectively. Russell’s acumen not only enhances individual business outcomes but also contributes significantly to broader market trends within technology sectors.
With a robust background in technology commercialization and strategic development, Russell Kartub has established himself as a pivotal figure in the startup ecosystem. His career is marked by successful leadership roles across various emerging ventures, where he spearheaded initiatives that drove growth and innovation. Notably, his efforts have bridged gaps between groundbreaking ideas and market viability, positioning him at the forefront of tech investment discussions. As an investor-operator, he skillfully balances entrepreneurial vision with operational execution, enabling startups to navigate their formative stages effectively. Russell’s acumen not only enhances individual business outcomes but also contributes significantly to broader market trends within technology sectors.
Investment Philosophy & Strategy
The technological landscape is ripe with opportunities for disruption, and Russell Kartub excels in recognizing these trends. His investment approach prioritizes innovation-driven startups that demonstrate scalability and operational viability. By leveraging his extensive experience in technology commercialization, he deftly assesses potential growth trajectories while fostering relationships between founders and investors. Emphasizing a founder-centric model, he encourages entrepreneurs to enhance their business models while focusing on strategic execution. This unique perspective not only maximizes individual startup success but also actively shapes the future of tech entrepreneurship.
The technological landscape is ripe with opportunities for disruption, and Russell Kartub excels in recognizing these trends. His investment approach prioritizes innovation-driven startups that demonstrate scalability and operational viability. By leveraging his extensive experience in technology commercialization, he deftly assesses potential growth trajectories while fostering relationships between founders and investors. Emphasizing a founder-centric model, he encourages entrepreneurs to enhance their business models while focusing on strategic execution. This unique perspective not only maximizes individual startup success but also actively shapes the future of tech entrepreneurship.
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:
87.56%
Gain -0.27%
Monthly
1.04%
Yearly
13.21%
Drawdown
24.02%
$201.67M
Equity
Holdings
$201.67M
Investment
$139.46M
$77.71M
Profit -$302,737.52
Realized
$13.65M
Unrealized
$64.06M
Dividends
$12.03M
Goals
Avg. 37% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$302,737.52
Win %
79%
This Week
Compared To Last Week
Gain
-2.36%
Profit
-$4.88M
Win %
79%
This Month
Compared to last month
Gain
-5.1%
Profit
-$10.83M
Win %
79%
This Year
Compared to last year
Gain
-5.15%
Profit
-$10.92M
Win %
79%
VZ Verizon Communications Inc.
+5.84%
+$51,589.12 
T AT&T Inc.
+5.1%
+$67,919.67 
WSM Williams-Sonoma, Inc.
+3.72%
+$152,079.62 
IBM International Business Machines Corporation
+3.65%
+$114,706.17 
AAPL Apple Inc.
+3.53%
+$356,817.6 
LOW Lowe's Companies Inc.
+2.83%
+$37,437.4 
WRB W.R. Berkley Corporation
+2.77%
+$82,529.65 
HD The Home Depot, Inc.
+2.55%
+$10,511.2 
DIS The Walt Disney Company
+2.18%
+$28,100.22 
ALL Allstate Corporation
+2.14%
+$74,327.1 
SCHH Schwab U.S. REIT ETF
+2.14%
+$14.56 
EMR Emerson Electric Co.
+2.1%
+$55,507.54 
LH Labcorp Holdings Inc.
+1.98%
+$8,107.5 
RTX RTX Corporation
+1.74%
+$64,671.9 
JNJ Johnson & Johnson
+1.59%
+$49,865.62 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$29,943.9 
DVY iShares Select Dividend ETF
+1.31%
+$1,713.33 
GD General Dynamics Corporation
+1.3%
+$44,972.23 
LNC Lincoln National Corporation
+1.3%
+$25,295.31 
PEP PepsiCo, Inc.
+1.25%
+$34,366.15 
CSCO Cisco Systems, Inc.
+1.25%
+$55,974.18 
AMGN Amgen Inc.
+1.22%
+$39,607.04 
V Visa Inc. Class A
+1.18%
+$6,189.27 
SDY SPDR S&P Dividend ETF
+1.18%
+$228.06 
PCAR PACCAR Inc.
+1.14%
+$25,304.84 
PSLV Sprott Physical Silver Trust
+1.08%
+$5,150 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.05%
+$6,140.25 
GHC Graham Holdings Co.
+1.03%
+$40,396.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.99%
+$3,398.8 
WMT Walmart Inc.
+0.99%
+$34,502.15 
COST Costco Wholesale Corporation
+0.97%
+$4,781.03 
ABBV AbbVie Inc.
+0.95%
+$3,240.29 
JPM JPMorgan Chase & Co.
+0.95%
+$45,098.75 
BMY Bristol-Myers Squibb Company
+0.94%
+$8,532.38 
IWS iShares Russell Mid-Cap Value ETF
+0.94%
+$2,715.62 
IVE ISHARES S&P 500 VALUE ETF
+0.9%
+$774.56 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$1,269.45 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$13,100.64 
IWD iShares Russell 1000 Value ETF
+0.84%
+$18,480.44 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$22,240.08 
VONV Vanguard Russell 1000 Value Index Fund
+0.82%
+$255.43 
CVS CVS Health Corporation
+0.8%
+$6,897.75 
MCD McDonald's Corporation
+0.75%
+$1,924.74 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$22,350.13 
SO The Southern Company
+0.67%
+$5,658.25 
RGLD Royal Gold Inc.
+0.66%
+$1,848.01 
GOOGL Alphabet Inc
+0.65%
+$37,738.27 
EOG EOG Resources, Inc.
+0.62%
+$21,669.06 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$1,092.14 
MSGS Madison Square Garden Sports Corp.
+0.53%
+$19,851.3 
VTV Vanguard Value ETF
+0.53%
+$3,838.45 
PRF Invesco FTSE RAFI US 1000 ETF
+0.52%
+$1,457.4 
TJX The TJX Companies, Inc.
+0.48%
+$15,165.56 
MRK Merck & Co., Inc.
+0.45%
+$12,052.66 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$2,692.8 
RDVY First Trust Rising Dividend Achievers ETF
+0.41%
+$28,910.97 
IWN iShares Russell 2000 Value ETF
+0.38%
+$168 
QUAL iShares MSCI USA Quality Factor ETF
+0.37%
+$9,204.84 
PG Procter & Gamble Co
+0.3%
+$7,258.24 
VO Vanguard Mid-Cap ETF
+0.29%
+$178.48 
GOOG Alphabet Inc
+0.24%
+$1,308.74 
C Citigroup Inc.
+0.23%
+$8,346.75 
FSMB First Trust Short Duration Managed Municipal ETF
+0.2%
+$3,659.4 
CVX Chevron Corporation
+0.19%
+$6,392.32 
IJS iShares S&P Small-Cap 600 Value ETF
+0.18%
+$297.12 
URI United Rentals, Inc.
+0.17%
+$428.64 
IVV iShares Core S&P 500 ETF
+0.1%
+$173.16 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$1,444.17 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,517.98 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$2,424 
LMBS First Trust Low Duration Opportunities ETF
+0.07%
+$2,182.63 
JCI Johnson Controls International plc
+0.06%
+$1,568.92 
MSFT Microsoft Corp.
+0.03%
+$1,354.55 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$10.5 
INTC Intel Corporation
-7.89%
-$161,846.51 
MRVL Marvell Technology, Inc.
-7.21%
-$666,812.45 
GLW Corning Incorporated
-6.03%
-$362,614.66 
AMAT Applied Materials, Inc.
-4.72%
-$367,929.76 
AXP American Express Company
-4.3%
-$172,577.76 
ORCL Oracle Corporation
-4.21%
-$86,274.22 
PSKY Paramount Skydance Corporation Class B Common Stock
-3.3%
-$5,503.4 
UFOX Defiance Connective Technologies ETF
-3.29%
-$11,334.24 
AVGO Broadcom Inc.
-2.69%
-$28,759.27 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$5,417.38 
QCOM QUALCOMM Incorporated
-2.42%
-$69,738.3 
TPL Texas Pacific Land Corporation
-1.44%
-$10,325.88 
IWP iShares Russell Mid-Cap Growth ETF
-1.21%
-$126.92 
IWO iShares Russell 2000 Growth ETF
-1.01%
-$310.78 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$11.88 
NVDA NVIDIA Corporation
-0.92%
-$2,770.55 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$16,722.6 
BNY BlackRock New York Municipal Income Trust
-0.75%
-$2,646 
TMO Thermo Fisher Scientific Inc.
-0.71%
-$2,436 
AMZN Amazon.com Inc
-0.66%
-$27,393.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.6%
-$1,183.35 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$845.88 
PANW Palo Alto Networks, Inc.
-0.56%
-$2,075.51 
ELV Elevance Health, Inc.
-0.43%
-$2,637.36 
VUG Vanguard Growth ETF
-0.36%
-$401.4 
MS Morgan Stanley
-0.33%
-$13,434.21 
IWM iShares Russell 2000 ETF
-0.32%
-$17.48 
BP BP p.l.c. Sponsored ADR
-0.25%
-$5,733.31 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.16%
-$186.83 
FTXN First Trust Nasdaq Oil & Gas ETF
-0.09%
-$6.97 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.08%
-$225.81 
CMI Cummins Inc.
-0.06%
-$133 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.05%
-$1,084.95 
IYZ iShares U.S. Telecommunications ETF
-0.03%
-$0.29 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$34.32 Events
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Dividends
Dividend Analysis
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| Trades 1423 | Longs Won 862/1423 60% | Profit Factor 7.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $276,454.31 |
| Average Win $104,872.01 | Best Trade (Jun 30) $3.57M | Sharpe Ratio -33.15 |
| Average Loss -$22,624.36 | Worst Trade (Jun 30) -$522,212.36 | Z-Score 0.27 (21.16%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $54,608.16 |
| 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 | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
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FAQ
Which stocks have generated the highest profits for Russell Kartub?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $5.38M, Exxon Mobil Corporation - $2.89M, JPMorgan Chase & Co - $2.25M, Amazon.com Inc - $1.79M, and Costco Wholesale Corporation - $863,774.57. 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: Target Corporation - $1.09M, Pfizer Inc - $740,080.06, Paramount Global - $650,701.8, 3M Company - $392,339.4, and The Walt Disney Company - $338,656.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Russell Kartub's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.03M earned over time. The largest contributors to dividend income include Chevron Corporation - $466,075.52, International Business Machines Corporation - $430,209.99, Vanguard Short-Term Corporate Bond ETF - $394,879.37, Exxon Mobil Corporation - $348,873.47, and PepsiCo, Inc - $342,693.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Russell Kartub's monthly returns?
Russell Kartub'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 Russell Kartub's strategy be considered aggressive or moderate?
Russell Kartub's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Russell Kartub's strategy?
Russell Kartub's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
