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:
99.8%
Gain +0.11%
Monthly
1.08%
Yearly
13.81%
Drawdown
24.06%
$204.83M
Equity
Holdings
$204.83M
Investment
$137.61M
$88.6M
Profit +$339,058.2
Realized
$21.38M
Unrealized
$67.22M
Dividends
$12.49M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$339,058.2
Win %
79%
This Week
Compared To Last Week
Gain
-0.73%
Profit
-$1.5M
Win %
79%
This Month
Compared to last month
Gain
0.09%
Profit
$181,230.31
Win %
79%
This Year
Compared to last year
Gain
-3.66%
Profit
-$7.76M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$637,641.66 
GOOG Alphabet Inc
+6.88%
+$40,082.65 
GOOGL Alphabet Inc
+6.73%
+$413,650.23 
MSFT Microsoft Corp.
+3.02%
+$153,715.21 
NVDA NVIDIA Corporation
+2.93%
+$8,239.54 
CVX Chevron Corporation
+2.35%
+$78,092.04 
MRVL Marvell Technology, Inc.
+2.32%
+$188,245.14 
BP BP p.l.c. Sponsored ADR
+2.26%
+$52,121 
GLW Corning Incorporated
+2.24%
+$116,761.05 
EOG EOG Resources, Inc.
+2.19%
+$76,565.1 
CSCO Cisco Systems, Inc.
+2.14%
+$96,466.14 
TPL Texas Pacific Land Corporation
+2.11%
+$14,077.68 
JCI Johnson Controls International plc
+1.93%
+$54,513.02 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$2,948.25 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,937.2 
IYZ iShares U.S. Telecommunications ETF
+1.86%
+$21.75 
ORCL Oracle Corporation
+1.81%
+$39,464.04 
VZ Verizon Communications Inc.
+1.52%
+$14,106.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$2,864.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$2,136.96 
FTXN First Trust Nasdaq Oil & Gas ETF
+1.43%
+$105.93 
AMAT Applied Materials, Inc.
+1.18%
+$81,762.48 
VUG Vanguard Growth ETF
+1.1%
+$1,244.34 
URI United Rentals, Inc.
+0.99%
+$2,423.64 
IBM International Business Machines Corporation
+0.86%
+$29,056.53 
MCD McDonald's Corporation
+0.82%
+$2,160.41 
EMR Emerson Electric Co.
+0.79%
+$21,545.8 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$15,833.1 
VOO Vanguard S&P 500 ETF
+0.71%
+$13,919.15 
BMY Bristol-Myers Squibb Company
+0.69%
+$6,619.95 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,198.08 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$14,985.91 
IWD iShares Russell 1000 Value ETF
+0.44%
+$9,957.81 
RTX RTX Corporation
+0.39%
+$14,965.44 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$120.54 
AVGO Broadcom Inc.
+0.37%
+$3,925.44 
PG Procter & Gamble Co
+0.37%
+$8,742.88 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$10,138.86 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$25,406.26 
GD General Dynamics Corporation
+0.32%
+$11,061.74 
MRK Merck & Co., Inc.
+0.32%
+$8,375.68 
UFOX Defiance Connective Technologies ETF
+0.28%
+$941.74 
JPM JPMorgan Chase & Co.
+0.27%
+$12,807.5 
SO The Southern Company
+0.21%
+$1,741 
JNJ Johnson & Johnson
+0.21%
+$6,399.22 
CMI Cummins Inc.
+0.19%
+$427.01 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$520.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,545.71 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,666.6 
T AT&T Inc.
+0.17%
+$2,322.04 
MS Morgan Stanley
+0.17%
+$6,909.16 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$551.25 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$682.25 
C Citigroup Inc.
+0.1%
+$3,499.98 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,403.64 
WMT Walmart Inc.
+0.09%
+$3,224.56 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$148.57 
DIS The Walt Disney Company
+0.03%
+$417.33 
AAPL Apple Inc.
-7.35%
-$770,173.2 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$107,480.59 
QCOM QUALCOMM Incorporated
-2.63%
-$67,211.72 
ABBV AbbVie Inc.
-2.51%
-$8,592.16 
RGLD Royal Gold Inc.
-2.31%
-$6,565.98 
LH Labcorp Holdings Inc.
-2.01%
-$8,925.29 
WSM Williams-Sonoma, Inc.
-2%
-$87,062.97 
PSLV Sprott Physical Silver Trust
-1.98%
-$9,785 
GHC Graham Holdings Co.
-1.79%
-$75,567.17 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,647.91 
TJX The TJX Companies, Inc.
-1.21%
-$39,348.28 
WRB W.R. Berkley Corporation
-1.15%
-$34,150.2 
LOW Lowe's Companies Inc.
-1.08%
-$14,857.16 
INTC Intel Corporation
-1.02%
-$19,028.73 
LNC Lincoln National Corporation
-0.89%
-$19,568.07 
PCAR PACCAR Inc.
-0.81%
-$18,341.64 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$230.42 
CVS CVS Health Corporation
-0.75%
-$6,410.85 
AMGN Amgen Inc.
-0.64%
-$21,635.61 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,186.29 
SCHH Schwab U.S. REIT ETF
-0.49%
-$3.36 
ALL Allstate Corporation
-0.49%
-$17,729.58 
IWM iShares Russell 2000 ETF
-0.47%
-$26.41 
PEP PepsiCo, Inc.
-0.46%
-$13,014.4 
DVY iShares Select Dividend ETF
-0.45%
-$584.62 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,482.02 
HD The Home Depot, Inc.
-0.42%
-$1,766.72 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$4.68 
AXP American Express Company
-0.38%
-$14,940.16 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$33.44 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$911.05 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$126 
SDY SPDR S&P Dividend ETF
-0.28%
-$55.44 
VTV Vanguard Value ETF
-0.27%
-$1,952.28 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$890.72 
IWN iShares Russell 2000 Value ETF
-0.25%
-$110 
COST Costco Wholesale Corporation
-0.24%
-$1,215.22 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$256.04 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$280.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$169.2 
ELV Elevance Health, Inc.
-0.15%
-$906.06 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2,475.72 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$673.2 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$2,516 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$200.72 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2,020 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.05%
-$1,084.73 
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$914.85 
VO Vanguard Mid-Cap ETF
-0.05%
-$31.04 
V Visa Inc. Class A
-0.04%
-$209.29 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$68.62 Events
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Dividends
Dividend Analysis
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| Trades 1423 | Longs Won 885/1423 62% | Profit Factor 7.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $322,628.6 |
| Average Win $116,234.87 | Best Trade (Jun 29) $5.24M | Sharpe Ratio -14.09 |
| Average Loss -$26,511.19 | Worst Trade (Jun 29) -$539,301.84 | Z-Score 3.01 (99.74%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w 3d | Expectancy $62,266.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,752 | 6,977 | 6,202 | 5,426 | 4,651 | 3,876 | 3,101 | 2,326 | 1,550 | 775 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,410 | $7.04M | $9.7M | - | $2.66M | 37.78% | -7.354% |
| ABBV AbbVie Inc. | 1,328 | $182,462.3 | $333,248.32 | - | $150,786.02 | 82.64% | -2.513% |
| ALL Allstate Corporation | 13,638 | $1.74M | $3.6M | - | $1.87M | 107.43% | -0.49% |
| AMAT Applied Materials, Inc. | 13,858 | $2.33M | $7.04M | - | $4.71M | 202.05% | +1.176% |
| AMGN Amgen Inc. | 8,724 | $2.51M | $3.36M | - | $847,732.71 | 33.74% | -0.64% |
| AMZN Amazon.com Inc | 17,673 | $3.39M | $4.8M | - | $1.41M | 41.56% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 118 | $234,753.91 | $192,222 | - | -$42,531.91 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 2,726 | $525,447.97 | $1.06M | - | $535,729.31 | 101.96% | +0.371% |
| AXP American Express Company | 11,764 | $1.97M | $3.96M | - | $1.99M | 100.75% | -0.376% |
| BMY Bristol-Myers Squibb Company | 14,711 | $870,310.2 | $960,775.41 | - | $90,465.21 | 10.39% | +0.694% |
| BNY BlackRock New York Municipal Income Trust | 2,205 | $255,978.45 | $344,707.65 | - | $88,729.2 | 34.66% | +0.16% |
| BP BP p.l.c. Sponsored ADR | 52,121 | $1.64M | $2.36M | - | $718,635.72 | 43.87% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 5,451 | $2.87M | $2.79M | - | -$85,820.3 | -2.99% | +0.365% |
| C Citigroup Inc. | 26,925 | $1.52M | $3.57M | - | $2.04M | 133.98% | +0.098% |
| CMI Cummins Inc. | 350 | $249,623.51 | $221,970 | - | -$27,653.51 | -11.08% | +0.193% |
| COST Costco Wholesale Corporation | 533 | $504,100.74 | $507,357.38 | - | $3,256.64 | 0.65% | -0.239% |
| CSCO Cisco Systems, Inc. | 39,698 | $2.39M | $4.6M | - | $2.21M | 92.69% | +2.14% |
| CVS CVS Health Corporation | 8,115 | $821,880.9 | $847,449.45 | - | $25,568.55 | 3.11% | -0.751% |
| CVX Chevron Corporation | 17,277 | $2.2M | $3.4M | - | $1.2M | 54.28% | +2.35% |
| DIS The Walt Disney Company | 13,911 | $1.74M | $1.34M | - | -$397,963.81 | -22.92% | +0.031% |
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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 - $5.39M, Netflix, Inc - $5.24M, Exxon Mobil Corporation - $2.89M, Quanta Services Inc - $2.41M, and JPMorgan Chase & Co - $2.27M. 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 - $660,015.85, lululemon athletica inc - $539,301.84, and 3M Company - $392,339.4. 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 $12.49M earned over time. The largest contributors to dividend income include Chevron Corporation - $496,828.58, International Business Machines Corporation - $455,919.96, Vanguard Short-Term Corporate Bond ETF - $419,212.29, Exxon Mobil Corporation - $348,873.47, and Amgen Inc - $346,297.7. 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.
