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:
50.29%
Gain -0.6%
Monthly
0.99%
Yearly
12.61%
Drawdown
18.96%
$739.1M
Equity
Holdings
$739.1M
Investment
$539.4M
$226.92M
Profit -$2.59M
Realized
$26.42M
Unrealized
$200.5M
Dividends
$33.11M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.6%
Profit
-$2.59M
Win %
78%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$2.36M
Win %
78%
This Month
Compared to last month
Gain
-0.6%
Profit
-$4.47M
Win %
78%
This Year
Compared to last year
Gain
-0.61%
Profit
-$4.51M
Win %
79%
WMT Walmart Inc.
+0.99%
+$3,951.37 
GOOGL Alphabet Inc
+0.9%
+$11,760.04 
ABT Abbott Laboratories
+0.68%
+$2,214.09 
HSY The Hershey Company
+0.28%
+$866.84 
XOM Exxon Mobil Corporation
+0.1%
+$799.71 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$984 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.01%
+$170.04 
MMM 3M Company
+0.01%
+$16.76 
ABBV AbbVie Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.04 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
APH Amphenol Corporation
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BAC Bank of America Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CACI Caci International Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CASY Casey's General Stores Inc.
0%
+$0.01 
COHR Coherent Corp.
0%
$0 
COST Costco Wholesale Corporation
0%
-$0.01 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DCOR Dimensional US Core Equity 1 ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DFGR Dimensional Global Real Estate ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GOOG Alphabet Inc
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
IBB iShares Biotechnology ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
+$0.02 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$3.27 
IWB iShares Russell 1000 ETF
0%
-$0.56 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KO The Coca-Cola Company
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCD McDonald's Corporation
0%
+$0.01 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.02 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MPC Marathon Petroleum Corporation
0%
+$0.02 
MUB iShares National Muni Bond ETF
0%
$0 
NOC Northrop Grumman Corporation
0%
+$0.01 
OTF Blue Owl Technology Finance Corp.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
REET iShares Global REIT ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SNN Smith & Nephew plc ADR
0%
$0 
SO The Southern Company
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
-$0.55 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMP Tompkins Financial Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
V Visa Inc. Class A
0%
$0 
VAW Vanguard Materials ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.03 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIS Vanguard Industrials ETF
0%
+$0.01 
VOO Vanguard S&P 500 ETF
0%
-$0.07 
VT Vanguard Total World Stock ETF
0%
-$0.63 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.04 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.01 
WAT Waters Corporation
0%
$0 
WST West Pharmaceutical Services, Inc.
0%
$0 
MU Micron Technology, Inc.
-9.94%
-$14,920 
SGMO Sangamo Therapeutics Inc.
-9.16%
-$67.77 
BWXT Bwx Technologies Inc.
-7.21%
-$31,174.27 
ANET Arista Networks, Inc.
-6.92%
-$21,859.9 
CAT Caterpillar Inc.
-6.91%
-$20,697.83 
INTC Intel Corporation
-5.12%
-$26,201.76 
GE General Electric Company
-3.56%
-$7,439.04 
ITA iShares U.S. Aerospace & Defense ETF
-3.56%
-$16,402.32 
NVDA NVIDIA Corporation
-3.55%
-$75,193.94 
JPM JPMorgan Chase & Co.
-3.53%
-$61,135.2 
WFC Wells Fargo & Company
-3.45%
-$22,191 
AYI Acuity Brands Inc.
-3.03%
-$20,870.41 
TSLA Tesla, Inc.
-2.97%
-$12,913.92 
AVGO Broadcom Inc.
-2.78%
-$72,372.06 
XLK State Street Technology Select Sector SPDR ETF
-2.64%
-$7,765.35 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-2.21%
-$468,872.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
-2.18%
-$39,950.43 
DFAE Dimensional Emerging Core Equity Market ETF
-2.12%
-$52,081.38 
QQQ Invesco QQQ Trust, Series 1
-2.04%
-$14,103.99 
ORCL Oracle Corporation
-1.85%
-$15,952.92 
PG Procter & Gamble Co
-1.83%
-$12,877.41 
AMZN Amazon.com Inc
-1.82%
-$23,622.31 
HD The Home Depot, Inc.
-1.8%
-$10,955.4 
DFUS Dimensional U.S. Equity Market ETF
-1.66%
-$673,975.78 
SPY SPDR S&P 500 ETF Trust
-1.54%
-$93,001.12 
AXP American Express Company
-1.52%
-$8,987.76 
RTX RTX Corporation
-1.52%
-$12,297.69 
VTV Vanguard Value ETF
-1.43%
-$15,946.86 
DFUV Dimensional US Marketwide Value ETF
-1.4%
-$652,598.7 
VIG Vanguard Dividend Appreciation ETF
-1.31%
-$3,284.95 
META Meta Platforms Inc Class A
-1.31%
-$6,707.97 
PRF Invesco FTSE RAFI US 1000 ETF
-1.04%
-$2,545.62 
NEE NextEra Energy, Inc.
-0.92%
-$3,999.14 
LLY Eli Lilly and Company
-0.87%
-$23,823.03 
UNP Union Pacific Corporation
-0.77%
-$5,634.2 
MSFT Microsoft Corp.
-0.71%
-$16,365.5 
AAPL Apple Inc.
-0.56%
-$36,660.33 
IBM International Business Machines Corporation
-0.49%
-$866.91 
IYY iShares Dow Jones U.S. ETF
-0.02%
-$163.76 Events
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Dividends
Dividend Analysis
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| Trades 1165 | Longs Won 763/1165 65% | Profit Factor 13.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.68M |
| Average Win $321,520.54 | Best Trade (Jul 30) $37.37M | Sharpe Ratio -17.47 |
| Average Loss -$45,770.29 | Worst Trade (Sep 29) -$8.88M | Z-Score 7.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2d | Expectancy $194,781.56 |
| 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 | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
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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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 - $3.82M. 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, Vanguard Information Technology ETF - $504,195.41, Tesla, Inc - $338,985.24, II-VI Inc - $257,563.74, and Pfizer Inc - $166,096.42. 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 $33.11M earned over time. The largest contributors to dividend income include Vanguard Tax-Exempt Bond ETF - $3.87M, iShares Short-Term National Muni Bond ETF - $3.8M, 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.
