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:
110.95%
Gain +0.89%
Monthly
1.05%
Yearly
13.35%
Drawdown
24.06%
$204.83M
Equity
Holdings
$204.83M
Investment
$137.61M
$88.61M
Profit +$1.27M
Realized
$21.38M
Unrealized
$67.23M
Dividends
$12.91M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.89%
Profit
$1.27M
Win %
78%
This Week
Compared To Last Week
Gain
0.62%
Profit
$1.27M
Win %
78%
This Month
Compared to last month
Gain
0.59%
Profit
$1.2M
Win %
78%
This Year
Compared to last year
Gain
-3.66%
Profit
-$7.76M
Win %
78%
INTC Intel Corporation
+5.32%
+$94,734.43 
CSCO Cisco Systems, Inc.
+4.16%
+$176,060.63 
MRVL Marvell Technology Inc.
+3.69%
+$372,734.66 
AMAT Applied Materials Inc.
+3.6%
+$188,261.07 
PANW Palo Alto Networks, Inc.
+3.53%
+$15,160.33 
GLW Corning Incorporated
+3.31%
+$157,993.5 
MS Morgan Stanley Common Stock
+3.29%
+$113,424.53 
RTX RTX Corporation
+3.18%
+$108,321.28 
RGLD Royal Gold, Inc.
+2.84%
+$9,050.99 
JCI Johnson Controls International plc
+2.84%
+$80,200.61 
AVGO Broadcom Inc.
+2.83%
+$24,779.37 
NVDA NVIDIA Corporation
+2.45%
+$7,460.3 
URI United Rentals Inc.
+2.17%
+$5,446.92 
BNY Bank of New York Mellon Corp.
+2.11%
+$6,725.25 
GD General Dynamics Corp.
+1.7%
+$53,676.64 
ASML ASML Holding N.V. NY Registered Shares
+1.6%
+$2,975.95 
IYZ iShares U.S. Telecommunications ETF
+1.49%
+$16.53 
MSFT Microsoft Corporation Common Stock
+1.46%
+$86,619.94 
IWP iShares Russell Mid-Cap Growth ETF
+1.39%
+$140.6 
QCOM QUALCOMM Incorporated
+1.32%
+$39,080.4 
UFOX Defiance Space and Connective Tech ETF
+1.22%
+$3,966.57 
IVW iShares S&P 500 Growth ETF
+1.22%
+$1,847.58 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.21%
+$2,461.03 
CMI Cummins Inc.
+1.21%
+$2,190.99 
IWF iShares Russell 1000 Growth ETF
+1.21%
+$25,706.55 
JPM JPMorgan Chase & Co.
+1.15%
+$51,979.51 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.12%
+$3,010.8 
FTXN First Trust Nasdaq Oil & Gas ETF
+1.05%
+$90.33 
TMO Thermo Fisher Scientific Inc.
+1.04%
+$4,217.99 
VUG Vanguard Morningstar Growth ETF
+1%
+$1,164.06 
ALL The Allstate Corporation
+0.99%
+$34,095 
C Citigroup Inc.
+0.89%
+$28,809.75 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.87%
+$968.8 
PNC The PNC Financial Services Group, Inc.
+0.85%
+$24,804.48 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$23,739.1 
JNJ Johnson & Johnson
+0.8%
+$25,476.14 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$4,838.62 
IWO iShares Russell 2000 Growth ETF
+0.77%
+$216.89 
AMGN Amgen Inc. Common Stock
+0.76%
+$29,050.83 
IVV iShares Core S&P 500 ETF
+0.75%
+$1,343.16 
VOO Vanguard S&P 500 ETF
+0.74%
+$14,749.54 
LNC Lincoln National Corp.
+0.73%
+$13,840.83 
WRB W. R. Berkley Corporation
+0.69%
+$20,530.78 
SCHA Schwab U.S. Small-Cap ETF
+0.66%
+$7.74 
EMR Emerson Electric Co.
+0.64%
+$18,806.77 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.62%
+$388 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$1,424.28 
IWM iShares Russell 2000 ETF
+0.6%
+$31.45 
IEFA iShares Core MSCI EAFE ETF
+0.58%
+$1,045.07 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.52%
+$1,758 
RDVY First Trust Rising Dividend Achievers ETF
+0.52%
+$35,481.64 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.5%
+$2,866.81 
VTV Vanguard Morningstar Value ETF
+0.49%
+$3,639.9 
EOG EOG Resources, Inc.
+0.41%
+$16,131.61 
IWN iShares Russell 2000 Value ETF
+0.4%
+$172 
AMZN Amazon.com Inc
+0.4%
+$17,496.27 
VBR Vanguard Small-Cap Value ETF
+0.37%
+$514.8 
IJS iShares S&P Small-Cap 600 Value ETF
+0.36%
+$588.05 
QUAL iShares MSCI USA Quality Factor ETF
+0.36%
+$9,091.2 
AXP American Express Company
+0.32%
+$11,646.36 
USMV iShares MSCI USA Min Vol Factor ETF
+0.29%
+$4,678.8 
VONV Vanguard Russell 1000 Value ETF
+0.29%
+$93.28 
SCHH Schwab U.S. REIT ETF
+0.28%
+$1.82 
IWD iShares Russell 1000 Value ETF
+0.28%
+$6,548.74 
ABBV AbbVie Inc.
+0.26%
+$995.99 
IVE iShares S&P 500 Value ETF
+0.26%
+$231.24 
FSMB First Trust Short Duration Managed Municipal ETF
+0.2%
+$3,659.4 
MCD McDonald's Corporation
+0.2%
+$490.99 
PRF Invesco RAFI US 1000 ETF
+0.2%
+$572.56 
IWS iShares Russell Mid-Cap Value ETF
+0.19%
+$560.66 
FUMB First Trust Ultra Short Duration Municipal ETF
+0.12%
+$2,712.37 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.11%
+$1,753.63 
LMBS First Trust Low Duration Opportunities ETF
+0.05%
+$1,408.96 
IBM International Business Machines Corporation
+0.02%
+$912.78 
FTSM First Trust Enhanced Short Maturity ETF
+0.01%
+$3.5 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$202 
PSKY Skydance Corporation Class B Common Stock
0%
$0 
VZ Verizon Communications Inc.
-3.73%
-$33,553.08 
MRK Merck & Co., Inc.
-2.99%
-$88,657.52 
ELV Elevance Health, Inc.
-2.19%
-$15,581.34 
DIS The Walt Disney Company
-2.01%
-$31,508.42 
GHC Graham Holdings Co. Class B Common Stock
-1.6%
-$66,697.13 
WSM Williams-Sonoma, Inc.
-1.39%
-$65,577.33 
AAPL Apple Inc.
-1.33%
-$145,585.66 
CVS CVS Health Corporation Common Stock
-1.27%
-$9,616.27 
MSGS Madison Square Garden Sports Corp.
-1.27%
-$46,508.85 
BP BP Plc Sponsored ADR
-1.22%
-$32,575.62 
PG The Procter & Gamble Company
-1.15%
-$30,517.67 
TPL Texas Pacific Land Corporation
-1.04%
-$5,965.72 
T AT&T Inc.
-1.03%
-$12,480.97 
V Visa Inc. Class A
-0.9%
-$5,486.66 
LOW Lowe's Companies, Inc.
-0.87%
-$11,257.33 
HD The Home Depot, Inc.
-0.85%
-$3,457.11 
GOOG Alphabet Inc
-0.82%
-$4,563.18 
GOOGL Alphabet Inc
-0.75%
-$44,365.51 
TJX The TJX Companies, Inc.
-0.73%
-$21,826.11 
SO The Southern Company
-0.55%
-$4,439.55 
PCAR PACCAR Inc.
-0.36%
-$6,623.37 
CVX Chevron Corporation
-0.34%
-$13,649 
PEP PepsiCo, Inc.
-0.34%
-$9,354.1 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$6,722.1 
ORCL Oracle Corporation
-0.31%
-$6,662.76 
COST Costco Wholesale Corp
-0.27%
-$1,423.12 
PSLV Sprott Physical Silver Trust
-0.26%
-$1,158.75 
WMT Walmart Inc.
-0.22%
-$8,544.92 
BMY Bristol-Myers Squibb Company
-0.11%
-$1,029.77 
DVY iShares Select Dividend ETF
-0.11%
-$146.16 
SDY State Street SPDR S&P Dividend ETF
-0.08%
-$16.38 
LH Labcorp Holdings Inc.
-0.02%
-$112.81 Events
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Dividends
Dividend Analysis
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| Trades 1423 | Longs Won 883/1423 62% | Profit Factor 7.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $316,064.78 |
| Average Win $116,225.6 | Best Trade (Jun 29) $5.24M | Sharpe Ratio -33.15 |
| Average Loss -$25,964.01 | Worst Trade (Jun 29) -$539,301.84 | Z-Score 2.95 (99.68%) |
| Commissions $0 | Avg. Trade Length 2y | Expectancy $62,267.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,410 | $7.04M | $10.78M | - | $3.73M | 53.03% | -1.333% |
| ABBV AbbVie Inc. | 1,328 | $182,462.3 | $380,325.92 | - | $197,863.62 | 108.44% | +0.263% |
| ALL The Allstate Corporation | 13,638 | $1.74M | $3.49M | - | $1.75M | 100.84% | +0.987% |
| AMAT Applied Materials Inc. | 13,858 | $2.33M | $5.42M | - | $3.09M | 132.53% | +3.601% |
| AMGN Amgen Inc. Common Stock | 8,724 | $2.51M | $3.86M | - | $1.35M | 53.68% | +0.758% |
| AMZN Amazon.com Inc | 17,673 | $3.39M | $4.4M | - | $1.01M | 29.78% | +0.399% |
| ASML ASML Holding N.V. NY Registered Shares | 118 | $234,753.91 | $188,448.36 | - | -$46,305.55 | -19.73% | +1.605% |
| AVGO Broadcom Inc. | 2,726 | $525,447.97 | $901,679.02 | - | $376,231.05 | 71.6% | +2.826% |
| AXP American Express Company | 11,764 | $1.97M | $3.7M | - | $1.73M | 87.59% | +0.316% |
| BMY Bristol-Myers Squibb Company | 14,711 | $870,310.2 | $903,402.51 | - | $33,092.31 | 3.8% | -0.114% |
| BNY Bank of New York Mellon Corp. | 2,205 | $255,978.45 | $325,656.45 | - | $69,678 | 27.22% | +2.109% |
| BP BP Plc Sponsored ADR | 52,121 | $1.64M | $2.64M | - | $1M | 61.28% | -1.218% |
| BRK-B Berkshire Hathaway Inc. | 5,451 | $2.87M | $2.98M | - | $104,991.95 | 3.65% | +0.803% |
| C Citigroup Inc. | 26,925 | $1.52M | $3.28M | - | $1.75M | 114.97% | +0.887% |
| CMI Cummins Inc. | 350 | $249,623.51 | $183,281 | - | -$66,342.51 | -26.58% | +1.21% |
| COST Costco Wholesale Corp | 533 | $504,100.74 | $533,346.45 | - | $29,245.71 | 5.8% | -0.266% |
| CSCO Cisco Systems, Inc. | 39,698 | $2.39M | $4.4M | - | $2.01M | 84.29% | +4.164% |
| CVS CVS Health Corporation Common Stock | 8,115 | $821,880.9 | $748,892.77 | - | -$72,988.13 | -8.88% | -1.268% |
| CVX Chevron Corporation | 17,277 | $2.2M | $4.02M | - | $1.81M | 82.18% | -0.339% |
| DIS The Walt Disney Company | 13,911 | $1.74M | $1.53M | - | -$202,305.6 | -11.65% | -2.013% |
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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 Corporation Common Stock - $5.39M, Netflix Inc - $5.24M, ExxonMobil Holdings Corporation - $2.89M, Quanta Services, Inc - $2.41M, and JPMorgan Chase & Co - $2.3M. 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 Corp - $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 $12.91M 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 - $431,142.41, PepsiCo, Inc - $354,662.06, and JPMorgan Chase & Co - $351,469.85. 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.
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