S. Hardy Taylor Portfolio
Invests via Heritage Investment Group Inc. | Managed by Heritage Investment Group Inc.
Invests via Heritage Investment Group Inc.
Managed by Heritage Investment Group Inc.
Automatically Tracked
S. Hardy Taylor Profile
With a robust background in corporate finance and venture capital, S. Hardy Taylor has carved a niche in identifying high-growth opportunities across various sectors. Leveraging years of operational experience, he excels at driving innovation within entrepreneurial ventures and scaling businesses for significant market impact. His strategic acumen positions him as a pivotal figure in connecting investors with transformative technologies and startups poised for success. Furthermore, his role in cultivating relationships among key industry stakeholders enhances his influence within the investment community, making him an asset to both emerging companies and established firms seeking growth partnerships.
With a robust background in corporate finance and venture capital, S. Hardy Taylor has carved a niche in identifying high-growth opportunities across various sectors. Leveraging years of operational experience, he excels at driving innovation within entrepreneurial ventures and scaling businesses for significant market impact. His strategic acumen positions him as a pivotal figure in connecting investors with transformative technologies and startups poised for success. Furthermore, his role in cultivating relationships among key industry stakeholders enhances his influence within the investment community, making him an asset to both emerging companies and established firms seeking growth partnerships.
Investment Philosophy & Strategy
Market dynamics provide fertile ground for identifying underappreciated innovations and growth catalysts. S. Hardy Taylor exhibits a keen ability to navigate complexities in various sectors, channeling his operational insights into dynamic investment decisions that prioritize transformation and scalability. His entrepreneurial background informs a proactive stance toward fostering startups, leveraging synergies between nascent technologies and market demand. With an emphasis on strategic partnerships, he enhances both competitive positioning and portfolio robustness, ensuring alignment with emerging trends while delivering exceptional value to stakeholders.
Market dynamics provide fertile ground for identifying underappreciated innovations and growth catalysts. S. Hardy Taylor exhibits a keen ability to navigate complexities in various sectors, channeling his operational insights into dynamic investment decisions that prioritize transformation and scalability. His entrepreneurial background informs a proactive stance toward fostering startups, leveraging synergies between nascent technologies and market demand. With an emphasis on strategic partnerships, he enhances both competitive positioning and portfolio robustness, ensuring alignment with emerging trends while delivering exceptional value to stakeholders.
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:
50.88%
Gain -0.74%
Monthly
0.99%
Yearly
12.56%
Drawdown
18.99%
$746.23M
Equity
Holdings
$746.23M
Investment
$538.61M
$233.26M
Profit -$3.66M
Realized
$25.64M
Unrealized
$207.62M
Dividends
$33.69M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.74%
Profit
-$3.66M
Win %
77%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$3.66M
Win %
77%
This Month
Compared to last month
Gain
-1.16%
Profit
-$8.77M
Win %
77%
This Year
Compared to last year
Gain
0.35%
Profit
$2.61M
Win %
78%
PANW Palo Alto Networks, Inc.
+13.09%
+$32,770.54 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+3.34%
+$29,729 
SNN Smith & Nephew plc ADR
+3.29%
+$11,897.13 
GOOGL Alphabet Inc
+3.22%
+$42,688.8 
ADP Automatic Data Processing Inc.
+3.13%
+$24,219.55 
GOOG Alphabet Inc
+3.07%
+$44,852.84 
META Meta Platforms Inc Class A
+2.71%
+$15,110.2 
CACI Caci International Inc.
+2.66%
+$25,837.28 
WST West Pharmaceutical Services, Inc.
+2.58%
+$30,078.24 
IBM International Business Machines Corporation
+2.4%
+$4,568.85 
IBIT iShares Bitcoin Trust
+2.19%
+$20,954.88 
MCD McDonald's Corporation
+1.98%
+$5,094.79 
MSFT Microsoft Corp.
+1.97%
+$56,958.72 
LLY Eli Lilly and Company
+1.92%
+$48,026.55 
ALL Allstate Corporation
+1.87%
+$17,836.21 
WMT Walmart Inc.
+1.8%
+$6,809.04 
ABBV AbbVie Inc.
+1.79%
+$14,158.82 
NOC Northrop Grumman Corporation
+1.61%
+$3,297.79 
COST Costco Wholesale Corporation
+1.56%
+$8,795.08 
V Visa Inc. Class A
+1.32%
+$5,851.12 
KO The Coca-Cola Company
+1.22%
+$4,131.23 
AMGN Amgen Inc.
+1.12%
+$18,083.56 
ABT Abbott Laboratories
+1.11%
+$3,427.29 
CASY Casey's General Stores Inc.
+0.98%
+$5,625.39 
AXP American Express Company
+0.95%
+$5,396.16 
MA Mastercard Incorporated
+0.92%
+$5,638.75 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$21,837.4 
BRK-A Berkshire Hathaway Inc.
+0.83%
+$25,363.8 
IBB iShares Biotechnology ETF
+0.82%
+$4,467.25 
HD The Home Depot, Inc.
+0.71%
+$3,852.08 
PG Procter & Gamble Co
+0.61%
+$4,150.96 
WAT Waters Corporation
+0.42%
+$1,711.71 
JNJ Johnson & Johnson
+0.3%
+$3,508.38 
UNP Union Pacific Corporation
+0.23%
+$1,620.47 
HSY The Hershey Company
+0.23%
+$650.13 
AAPL Apple Inc.
+0.22%
+$14,160 
AMP Ameriprise Financial, Inc.
+0.19%
+$605.89 
MPC Marathon Petroleum Corporation
+0.15%
+$972.93 
TMP Tompkins Financial Corporation
+0.12%
+$435.48 
ETHA iShares Ethereum Trust
+0.05%
+$182.45 
PEP PepsiCo, Inc.
0%
-$0.02 
SGMO Sangamo Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
COHR Coherent Corp.
-12.73%
-$163,095.42 
AMAT Applied Materials, Inc.
-7.04%
-$12,464.5 
APH Amphenol Corporation
-6.35%
-$52,276.64 
ANET Arista Networks, Inc.
-5.9%
-$21,934.36 
INTC Intel Corporation
-5.63%
-$34,382.4 
MU Micron Technology, Inc.
-5.27%
-$9,402.54 
BAC Bank of America Corporation
-5.14%
-$15,012.37 
AVGO Broadcom Inc.
-4.71%
-$116,587.97 
PWR Quanta Services Inc.
-4.4%
-$13,489.45 
CAT Caterpillar Inc.
-4.3%
-$12,524.08 
ORCL Oracle Corporation
-3.75%
-$40,457.18 
NVDA NVIDIA Corporation
-3.35%
-$78,631.44 
AYI Acuity Brands Inc.
-3.19%
-$20,330.16 
DFAE Dimensional Emerging Core Equity Market ETF
-2.43%
-$65,101.72 
AVEM Avantis Emerging Markets Equity ETF
-2.34%
-$10,516.68 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.13%
-$494,604.41 
TXN Texas Instruments Inc
-1.99%
-$3,814.56 
GE General Electric Company
-1.89%
-$3,501.4 
CSCO Cisco Systems, Inc.
-1.84%
-$11,912.98 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$5,866.97 
MMM 3M Company
-1.78%
-$4,927.44 
TSLA Tesla, Inc.
-1.77%
-$9,161.52 
WFC Wells Fargo & Company
-1.75%
-$11,724.25 
JPM JPMorgan Chase & Co.
-1.71%
-$29,548.73 
VGT Vanguard Information Technology ETF
-1.57%
-$56,103.2 
VIS Vanguard Industrials ETF
-1.57%
-$4,873.4 
GLD SPDR Gold Shares
-1.51%
-$15,744.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$30,069.03 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-1.31%
-$15,431.13 
VAW Vanguard Materials ETF
-1.3%
-$5,032 
AMZN Amazon.com Inc
-1.25%
-$18,011.31 
RTX RTX Corporation
-1.17%
-$8,567.76 
ITA iShares U.S. Aerospace & Defense ETF
-1.06%
-$4,382.72 
BWXT Bwx Technologies Inc.
-1.02%
-$3,899.97 
CVX Chevron Corporation
-0.89%
-$2,737.48 
VGK Vanguard FTSE Europe ETF
-0.89%
-$2,447.99 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$2,082.96 
MDY SPDR S&P MidCap 400 ETF Trust
-0.88%
-$3,438.49 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$11,737.44 
NEE NextEra Energy, Inc.
-0.81%
-$3,267.59 
EFA iShares MSCI EAFE ETF
-0.81%
-$1,678.72 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$5,781 
VT Vanguard Total World Stock ETF
-0.76%
-$76,435.44 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.75%
-$111,824.16 
DFAI Dimensional International Core Equity Market ETF
-0.71%
-$14,024.51 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$145,937.83 
OTF Blue Owl Technology Finance Corp.
-0.7%
-$817.12 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$136,022.86 
DFUV Dimensional US Marketwide Value ETF
-0.61%
-$292,831.33 
REET iShares Global REIT ETF
-0.57%
-$270,976.42 
XOM Exxon Mobil Corporation
-0.55%
-$4,598.21 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.55%
-$5,934.64 
DFGR Dimensional Global Real Estate ETF
-0.53%
-$6,145.95 
DFUS Dimensional U.S. Equity Market ETF
-0.5%
-$211,246.14 
VTV Vanguard Value ETF
-0.49%
-$5,498.9 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.48%
-$1,337.91 
DFAS Dimensional U.S. Small Cap ETF
-0.47%
-$164,603.46 
IVV iShares Core S&P 500 ETF
-0.47%
-$391,864.27 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$481,755.54 
DCOR Dimensional US Core Equity 1 ETF
-0.47%
-$63,469.77 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$28,838.37 
DFIV Dimensional International Value ETF
-0.46%
-$3,165.48 
VOO Vanguard S&P 500 ETF
-0.46%
-$11,283.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$1,275 
DFAU Dimensional US Core Equity Market ETF
-0.45%
-$136,258.64 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$6,752.88 
AMT American Tower Corporation
-0.44%
-$1,170.02 
IWB iShares Russell 1000 ETF
-0.44%
-$102,595.22 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$4,587.57 
AVUV Avantis U.S. Small Cap Value ETF
-0.43%
-$2,417.86 
DUHP Dimensional US High Profitability ETF
-0.41%
-$1,944.46 
VB Vanguard Small-Cap ETF
-0.4%
-$3,006.93 
DFAT Dimensional US Targeted Value ETF
-0.39%
-$8,862.42 
VIG Vanguard Dividend Appreciation ETF
-0.38%
-$940.02 
VUG Vanguard Growth ETF
-0.36%
-$1,489.91 
IWM iShares Russell 2000 ETF
-0.35%
-$2,012.02 
MGK Vanguard Mega Cap Growth ETF
-0.34%
-$2,267.03 
CARR Carrier Global Corporation
-0.34%
-$668.85 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$32,227.42 
IYY iShares Dow Jones U.S. ETF
-0.3%
-$2,292.64 
PRF Invesco FTSE RAFI US 1000 ETF
-0.27%
-$669.9 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.25%
-$4,628.33 
GWW W.W. Grainger, Inc.
-0.2%
-$471.6 
SO The Southern Company
-0.19%
-$403.43 
IWS iShares Russell Mid-Cap Value ETF
-0.14%
-$393.15 
MUB iShares National Muni Bond ETF
-0.07%
-$649.11 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$5,887.47 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$26,021.01 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$4,867.87 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$22,060.36 
TJX The TJX Companies, Inc.
-0.02%
-$33.58 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$194.15 Events
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Dividends
Dividend Analysis
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| Trades 1165 | Longs Won 763/1165 65% | Profit Factor 12.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.73M |
| Average Win $332,168.13 | Best Trade (Aug 14) $40.82M | Sharpe Ratio -12.63 |
| Average Loss -$50,218.98 | Worst Trade (Sep 29) -$8.88M | Z-Score 11.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 3d | Expectancy $200,219.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,397 | $4M | $6.46M | - | $2.46M | 61.55% | +0.22% |
| ABBV AbbVie Inc. | 3,068 | $510,583.55 | $803,002.98 | - | $292,419.43 | 57.27% | +1.795% |
| ABT Abbott Laboratories | 3,033 | $361,640.07 | $312,641.64 | - | -$48,998.43 | -13.55% | +1.108% |
| ADP Automatic Data Processing Inc. | 2,885 | $732,993.1 | $798,149.67 | - | $65,156.57 | 8.89% | +3.129% |
| ALL Allstate Corporation | 3,755 | $446,963.15 | $970,517.3 | - | $523,554.15 | 117.14% | +1.872% |
| AMAT Applied Materials, Inc. | 388 | $280,524 | $164,653.62 | - | -$115,870.38 | -41.3% | -7.037% |
| AMGN Amgen Inc. | 4,265 | $982,573.41 | $1.63M | - | $644,907.94 | 65.63% | +1.124% |
| AMP Ameriprise Financial, Inc. | 561 | $220,236.2 | $313,425.09 | - | $93,188.89 | 42.31% | +0.194% |
| AMT American Tower Corporation | 1,500 | $425,867.52 | $265,605 | - | -$160,262.52 | -37.63% | -0.439% |
| AMZN Amazon.com Inc | 5,611 | $1.09M | $1.42M | - | $333,749.14 | 30.65% | -1.25% |
| ANET Arista Networks, Inc. | 1,862 | $316,316.56 | $349,702.22 | - | $33,385.66 | 10.55% | -5.902% |
| APH Amphenol Corporation | 9,808 | $332,928.12 | $770,810.72 | - | $437,882.6 | 131.52% | -6.351% |
| AVEM Avantis Emerging Markets Equity ETF | 4,716 | $455,046.84 | $439,153.92 | - | -$15,892.92 | -3.49% | -2.339% |
| AVGO Broadcom Inc. | 6,834 | $2.07M | $2.36M | - | $289,812.37 | 14.02% | -4.713% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,562 | $569,155.12 | $565,551.14 | - | -$3,603.98 | -0.63% | -0.426% |
| AXP American Express Company | 1,752 | $308,559.84 | $574,253.04 | - | $265,693.2 | 86.11% | +0.949% |
| AYI Acuity Brands Inc. | 2,001 | $423,800.04 | $617,908.8 | - | $194,108.76 | 45.8% | -3.185% |
| BAC Bank of America Corporation | 4,655 | $256,034.9 | $276,809.57 | - | $20,774.67 | 8.11% | -5.144% |
| BRK-A Berkshire Hathaway Inc. | 4 | $3.19M | $3.09M | - | -$104,402.6 | -3.27% | +0.828% |
| BRK-B Berkshire Hathaway Inc. | 4,810 | $2.11M | $2.48M | - | $368,221.75 | 17.46% | +0.89% |
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FAQ
Which stocks have generated the highest profits for S. Hardy Taylor?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $17.98M, Dimensional US Marketwide Value ETF - $5.3M, Dimensional U.S. Core Equity 2 ETF - $5.11M, iShares Core S&P 500 ETF - $4.36M, and Vanguard Tax-Exempt Bond ETF - $4.07M. 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: Danaher Corporation - $668,407.16, Tesla, Inc - $655,166.58, Vanguard Information Technology ETF - $504,195.41, II-VI Inc - $257,563.74, and The Walt Disney Company - $180,072.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does S. Hardy Taylor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $33.69M earned over time. The largest contributors to dividend income include Vanguard Tax-Exempt Bond ETF - $4.11M, iShares Short-Term National Muni Bond ETF - $4.06M, iShares Global REIT ETF - $3.31M, Dimensional U.S. Core Equity 2 ETF - $2.94M, and iShares Core S&P 500 ETF - $2.93M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are S. Hardy Taylor's monthly returns?
S. Hardy Taylor'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 S. Hardy Taylor's strategy be considered aggressive or moderate?
S. Hardy Taylor'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 S. Hardy Taylor's strategy?
S. Hardy Taylor'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.
