SHT
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:
31.25%
Gain +0.45%
Monthly
0.59%
Yearly
7.27%
Drawdown
14.19%
$719.22M
Equity
Holdings
$719.22M
Investment
$514.28M
$227.72M
Profit +$3.81M
Realized
$22.78M
Unrealized
$204.94M
Dividends
$30.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$3.81M
Win %
83%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$2.4M
Win %
83%
This Month
Compared to last month
Gain
-0.18%
Profit
-$1.3M
Win %
83%
This Year
Compared to last year
Gain
9.47%
Profit
$62.23M
Win %
83%
INTC Intel Corporation
+6.48%
+$44,934.24 
COHR Coherent Corp.
+5.92%
+$93,440.07 
AYI Acuity Brands Inc.
+3.02%
+$17,468.71 
SCHW Charles Schwab Corporation
+2.73%
+$5,229.62 
GS The Goldman Sachs Group, Inc.
+2.61%
+$18,434.66 
JPM JPMorgan Chase & Co.
+2.3%
+$35,731.83 
AXP American Express Company
+2.18%
+$12,259.82 
AMP Ameriprise Financial, Inc.
+1.91%
+$4,816.19 
TSLA Tesla, Inc.
+1.88%
+$5,756.34 
VAW Vanguard Materials ETF
+1.71%
+$6,723.48 
UNP Union Pacific Corporation
+1.65%
+$11,271 
WFC Wells Fargo & Company
+1.64%
+$10,677.15 
BAC Bank of America Corporation
+1.52%
+$3,917.76 
CAT Caterpillar Inc.
+1.48%
+$4,741.92 
NEE NextEra Energy, Inc.
+1.3%
+$4,917.25 
ABBV AbbVie Inc.
+1.3%
+$8,943.22 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$3,143.97 
JNJ Johnson & Johnson
+1.07%
+$11,365.35 
V Visa Inc. Class A
+1.05%
+$4,595.86 
MPC Marathon Petroleum Corporation
+1.03%
+$4,419.32 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$354,440.8 
IJR iShares Core S&P Small-Cap ETF
+1%
+$188,838.61 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$22,208.38 
APH Amphenol Corporation
+0.95%
+$3,501.73 
VTV Vanguard Value ETF
+0.94%
+$10,106.77 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.94%
+$10,098.46 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$27,156 
ALL Allstate Corporation
+0.93%
+$7,660.16 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$2,886.22 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$2,188.34 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$430,946.01 
IWM iShares Russell 2000 ETF
+0.9%
+$6,031.24 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$85,300.56 
PG Procter & Gamble Co
+0.85%
+$5,952.47 
REET iShares Global REIT ETF
+0.83%
+$388,736.34 
SO The Southern Company
+0.8%
+$1,820.78 
CVX Chevron Corporation
+0.75%
+$2,010.39 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$13,224.03 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$1,751.58 
TMP Tompkins Financial Corporation
+0.73%
+$2,431.43 
HD The Home Depot, Inc.
+0.73%
+$4,414.31 
VB Vanguard Small-Cap ETF
+0.73%
+$5,525.47 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$2,880.76 
COST Costco Wholesale Corporation
+0.72%
+$4,340.79 
MA Mastercard Incorporated
+0.7%
+$3,752.72 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$15,115.25 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$692,527.8 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$7,292 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$1,969.07 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$4,592 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$1,700 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$174,820.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$9,929.57 
VGT Vanguard Information Technology ETF
+0.6%
+$18,816 
DCOR Dimensional US Core Equity 1 ETF
+0.59%
+$62,504.16 
DFIV Dimensional International Value ETF
+0.58%
+$1,442.35 
IVV iShares Core S&P 500 ETF
+0.58%
+$477,946.33 
VOO Vanguard S&P 500 ETF
+0.58%
+$13,939.78 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$31,966.03 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,373.89 
GOOGL Alphabet Inc
+0.56%
+$6,920.03 
HON Honeywell International Inc.
+0.55%
+$1,368.51 
IWB iShares Russell 1000 ETF
+0.55%
+$106,506.72 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$221,701.04 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.54%
+$6,504.03 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$1,298.55 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$4,940.46 
HSY The Hershey Company
+0.48%
+$1,480.02 
VT Vanguard Total World Stock ETF
+0.46%
+$39,062.88 
GOOG Alphabet Inc
+0.46%
+$4,506.72 
WMT Walmart Inc.
+0.45%
+$1,916.77 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$12,114.72 
IYY iShares Dow Jones U.S. ETF
+0.43%
+$3,131.95 
VIS Vanguard Industrials ETF
+0.42%
+$1,352.17 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.41%
+$56,968.96 
DFIC Dimensional International Core Equity Market ETF
+0.41%
+$78,089.15 
PEP PepsiCo, Inc.
+0.4%
+$1,432.6 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$6,838.43 
DUHP Dimensional US High Profitability ETF
+0.39%
+$2,366.56 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$81,047.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$7,882.75 
AMGN Amgen Inc.
+0.34%
+$5,202.09 
MMM 3M Company
+0.29%
+$810.06 
XOM Exxon Mobil Corporation
+0.29%
+$2,576.29 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$1,688.4 
ADP Automatic Data Processing Inc.
+0.23%
+$1,492.77 
VUG Vanguard Growth ETF
+0.22%
+$938.22 
NVDA NVIDIA Corporation
+0.18%
+$3,906.46 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.17%
+$1,438.5 
VGK Vanguard FTSE Europe ETF
+0.17%
+$538.93 
MSFT Microsoft Corp.
+0.13%
+$3,216.72 
IBB iShares Biotechnology ETF
+0.1%
+$454.75 
KO The Coca-Cola Company
+0.1%
+$307.92 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$418.8 
GLD SPDR Gold Shares
+0.06%
+$616.6 
TJX The TJX Companies, Inc.
+0.06%
+$127.49 
ORCL Oracle Corporation
+0.05%
+$623.36 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$20,968.72 
MCD McDonald's Corporation
+0.01%
+$24.15 
LLY Eli Lilly and Company
-2.41%
-$61,920.21 
CASY Casey's General Stores Inc.
-2.32%
-$19,871.31 
ABT Abbott Laboratories
-1.68%
-$4,986.02 
AAPL Apple Inc.
-1.52%
-$76,468.5 
WAT Waters Corporation
-1.27%
-$4,559.54 
AMZN Amazon.com Inc
-1.21%
-$13,401.77 
AMT American Tower Corporation
-1.19%
-$3,437.46 
NFLX Netflix, Inc.
-1.14%
-$2,995.53 
CACI Caci International Inc.
-1.03%
-$8,497.92 
ETHA iShares Ethereum Trust
-1.02%
-$2,893.15 
IBM International Business Machines Corporation
-0.97%
-$2,082.61 
AVGO Broadcom Inc.
-0.94%
-$22,375.28 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$3,761.99 
BWXT Bwx Technologies Inc.
-0.6%
-$2,995.05 
CSCO Cisco Systems, Inc.
-0.6%
-$3,382.09 
WST West Pharmaceutical Services, Inc.
-0.47%
-$5,192.88 
NOC Northrop Grumman Corporation
-0.4%
-$866.81 
RTX RTX Corporation
-0.34%
-$2,326.63 
SNN Smith & Nephew plc ADR
-0.33%
-$1,314.6 
FTMU Franklin Municipal Income ETF
-0.32%
-$357.82 
META Meta Platforms Inc Class A
-0.23%
-$1,319.49 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$7,276.14 
INTU Intuit Inc.
-0.1%
-$108.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$37,665.94 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$2,642.19 
IBIT iShares Bitcoin Trust
-0.03%
-$118.63 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$447.5 
MUB iShares National Muni Bond ETF
-0.01%
-$92.16 Events
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Dividends
Dividend Analysis
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| Trades 993 | Longs Won 657/993 66% | Profit Factor 14.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.83M |
| Average Win $373,189.06 | Best Trade (Jun 12) $37.52M | Sharpe Ratio -13.23 |
| Average Loss -$51,977.63 | Worst Trade (Sep 29) -$8.88M | Z-Score 10.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 6d | Expectancy $229,326.01 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
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Returns
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