GCB
Gordon C. Barrett Portfolio
Invests via Sippican Capital Advisors | Managed by Gordon C. Barrett
Invests via Sippican Capital Advisors
Managed by Gordon C. Barrett
Automatically Tracked
Gordon C. Barrett Profile
With extensive experience in corporate leadership, Gordon C. Barrett has established a prominent reputation as a transformative executive. His career encompasses significant roles within high-growth organizations where he has driven operational improvements and strategic initiatives. Notable for his adeptness at navigating complex market landscapes, Barrett's influence spans various industries including technology and finance. He is particularly recognized for fostering innovation while enhancing organizational efficiency. As an engaged participant in both public and private capital markets, his insights into industry trends inform pivotal business decisions that align with evolving market demands.
With extensive experience in corporate leadership, Gordon C. Barrett has established a prominent reputation as a transformative executive. His career encompasses significant roles within high-growth organizations where he has driven operational improvements and strategic initiatives. Notable for his adeptness at navigating complex market landscapes, Barrett's influence spans various industries including technology and finance. He is particularly recognized for fostering innovation while enhancing organizational efficiency. As an engaged participant in both public and private capital markets, his insights into industry trends inform pivotal business decisions that align with evolving market demands.
Investment Philosophy & Strategy
Opportunity resides in sectors where disruption and operational agility intersect. Gordon C. Barrett's commitment to innovation and strategic expansion is evident through his transformative leadership style, focusing on leveraging technology to enhance productivity across diverse industries. His emphasis on integrating robust business models that capitalize on emerging trends enables organizations to navigate shifting market dynamics effectively. Through a disciplined approach to evaluating investment opportunities, he fosters environments ripe for growth while maintaining strong competitive positioning within rapidly evolving markets.
Opportunity resides in sectors where disruption and operational agility intersect. Gordon C. Barrett's commitment to innovation and strategic expansion is evident through his transformative leadership style, focusing on leveraging technology to enhance productivity across diverse industries. His emphasis on integrating robust business models that capitalize on emerging trends enables organizations to navigate shifting market dynamics effectively. Through a disciplined approach to evaluating investment opportunities, he fosters environments ripe for growth while maintaining strong competitive positioning within rapidly evolving markets.
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:
63.07%
Gain -0.46%
Monthly
0.65%
Yearly
8.03%
Drawdown
20.59%
$72.97M
Equity
Holdings
$72.97M
Investment
$49.21M
$46.57M
Profit -$253,185.65
Realized
$21.52M
Unrealized
$25.06M
Dividends
$19.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$253,185.65
Win %
84%
This Week
Compared To Last Week
Gain
2.24%
Profit
$1.6M
Win %
84%
This Month
Compared to last month
Gain
4.04%
Profit
$2.84M
Win %
84%
This Year
Compared to last year
Gain
4.04%
Profit
$2.84M
Win %
86%
7845
78454L100
+2,028.94%
+$481.03 2527
25278X109
+510.36%
+$1,185.91 0596
05969A105
+457.3%
+$5,737.5 3682
36828A101
+454.19%
+$1,242.47 Q498
Q4982L109
+384.38%
+$2,107.81 Y816
Y8162K204
+325.24%
+$455.97 1725
17253J106
+308.93%
+$910.99 2687
26875P101
+283.27%
+$965.94 4628
46284V101
+276.25%
+$1,509.16 5910
59100U108
+269.89%
+$1,045.1 0207
02079K107
+254.29%
+$2,617.59 4662
46625H100
+243.73%
+$1,437.99 8808
88080T104
+232.57%
+$841.9 0028
00287Y109
+198.71%
+$2,179.57 H146
H1467J104
+180.72%
+$723.9 7551
75513E101
+149.56%
+$1,412.08 0926
09260D107
+125.26%
+$472.81 0665
06652V208
+107.56%
+$297.83 7472
74727A104
+101.72%
+$736.87 6838
68389X105
+95.82%
+$1,747.96 2925
29250N105
+85.44%
+$441.48 4945
49456B101
+81.05%
+$600.21 6826
68268W103
+77.27%
+$793.21 9282
92826C839
+75.35%
+$238.12 5893
58933Y105
+75.2%
+$1,357.43 0144
01446U103
+73.71%
+$1,386.74 8941
89417E109
+73.3%
+$153.59 0599
05990K106
+70.2%
+$858.95 2614
26142V105
+62.81%
+$220.96 8857
88579Y101
+56.17%
+$1,089.59 2320
23204G100
+54.23%
+$1,033.91 1845
18452B209
+51.35%
+$49.38 6294
62944T105
+50.72%
+$1,004.4 F921
F92124100
+30.69%
+$72.67 2762
27627N105
+27.7%
+$149.09 3375
33751L105
+22.9%
+$212.86 2517
25179M103
+11.42%
+$140.61 6540
65406E102
+9.69%
+$47.86 
COLB Columbia Banking System, Inc.
+3.25%
+$83,123.18 
CVX Chevron Corporation
+2.88%
+$98,779.61 
PAA Plains All American Pipeline, L.P. Common Units
+2.82%
+$23,907.5 
LMT Lockheed Martin Corporation
+2.42%
+$40,469.78 
EGBN Eagle Bancorp Inc.
+2.15%
+$78,359.15 
WSFS WSFS Financial Corporation
+1.95%
+$16,744.36 5900
59001A102
+1.63%
+$20.83 
EPD Enterprise Products Partners L.P.
+1.53%
+$11,681.6 
ABT Abbott Laboratories
+1.16%
+$4,075.75 
MCB Metropolitan Bank Holding Corp.
+1.02%
+$26,660.9 
MSFT Microsoft Corporation Common Stock
+0.66%
+$4,260.05 
IBM International Business Machines Corporation
+0.57%
+$18,915.25 
LEN Lennar Corp. Class A Common Stock
+0.56%
+$9,740.28 
BA The Boeing Company
+0.43%
+$2,276.03 
DE Deere & Company
+0.39%
+$5,641.94 
MVBF MVB Financial Corp.
+0.3%
+$3,506.76 
ACA Arcosa, Inc.
+0.08%
+$167.87 0207
02079K305
0%
$0 3023
30233Q108
0%
$0 OKE
OKE
0%
$0 1200
12008R107
-36.29%
-$931.02 
FLG Flagstar Bank, National Association
-9.27%
-$191,075.6 
MGM MGM Resorts International
-4.88%
-$13,806.73 8967
89679E300
-4.08%
-$167.98 
AXP American Express Company
-3.67%
-$24,067.32 
GT The Goodyear Tire & Rubber Company
-3.61%
-$54,364.8 
CL Colgate-Palmolive Co.
-3.44%
-$21,764.94 
HSY The Hershey Company Common Stock
-3.42%
-$11,100 
KO The Coca-Cola Company
-2.76%
-$14,130.99 
GE General Electric Company
-2.69%
-$116,351.2 
BF-B Brown-Forman Corporation
-2.55%
-$10,934 6411
64110L106
-2.55%
-$56.85 
LLY Eli Lilly and Company
-2.54%
-$88,192.37 
BF-A Brown-Forman Corporation
-2.52%
-$7,910.76 
MS Morgan Stanley Common Stock
-2.44%
-$24,931.14 
CAT Caterpillar Inc.
-2.42%
-$37,509.97 
BMY Bristol-Myers Squibb Company
-2.41%
-$86,612.64 
HD The Home Depot, Inc.
-2.41%
-$11,557.73 
PEP PepsiCo, Inc.
-2.2%
-$21,028.32 
UNP Union Pacific Corp.
-1.75%
-$6,128.28 
CSX CSX Corporation
-1.7%
-$3,938 
C Citigroup Inc.
-1.54%
-$12,141.36 
JNJ Johnson & Johnson
-1.42%
-$9,895.17 
PFE Pfizer Inc.
-1.28%
-$42,965.13 
VFC VF Corporation
-1.26%
-$28,361.3 
ITW Illinois Tool Works Inc.
-1.25%
-$3,228.24 
CINF Cincinnati Financial Corporation
-1.11%
-$3,762 
BAC Bank of America Corporation
-1.02%
-$6,607.67 
AMZN Amazon.com Inc
-0.95%
-$28,686.14 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$21,079.8 
WFC Wells Fargo & Company
-0.75%
-$3,782.01 
USB U.S. Bancorp
-0.73%
-$2,137.08 
DIS The Walt Disney Company
-0.54%
-$4,327.95 
VFIAX Vanguard 500 Index Fund Admiral Shares
-0.52%
-$2,034.77 
FXAIX Fidelity 500 Index Fund
-0.51%
-$9,174.89 
BWB Bridgewater Bancshares, Inc.
-0.43%
-$8,698.05 
GD General Dynamics Corp.
-0.41%
-$4,242.87 
PRUFX T. Rowe Price Growth Stock Fund I Class
-0.36%
-$4,568.86 
SYBT Stock Yards Bancorp Inc.
-0.3%
-$2,076.96 
ZION Zions Bancorporation, National Association
-0.29%
-$874 
AAPL Apple Inc.
-0.14%
-$2,976.2 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3929 | Longs Won 2697/3929 68% | Profit Factor 3.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $88,878.07 |
| Average Win $24,351.7 | Best Trade (Oct 24) $2.15M | Sharpe Ratio -1,239.81 |
| Average Loss -$15,505.02 | Worst Trade (Sep 29) -$1.15M | Z-Score -13.67 (100%) |
| Commissions $0 | Avg. Trade Length 2y 12m 2d | Expectancy $11,854 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,717 | 4,245 | 3,774 | 3,302 | 2,830 | 2,358 | 1,887 | 1,415 | 943 | 472 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0028 00287Y109 | 12,525 | $1,124.92 | $3,276.42 | - | $2,151.5 | 191.26% | +198.711% |
| 0144 01446U103 | 103,489 | $2,117.21 | $3,268.18 | - | $1,150.97 | 54.36% | +73.706% |
| 0207 02079K107 | 10,703 | $1,104.19 | $3,646.94 | - | $2,542.75 | 230.28% | +254.294% |
| 0207 02079K305 | 1,110 | $269.84 | $269.84 | - | - | - | 0.0 |
| 0596 05969A105 | 145,186 | $1,361.76 | $6,992.16 | - | $5,630.4 | 413.46% | +457.298% |
| 0599 05990K106 | 120,868 | $1,378.85 | $2,082.56 | - | $703.71 | 51.04% | +70.198% |
| 0665 06652V208 | 8,578 | $288.1 | $574.73 | - | $286.63 | 99.49% | +107.56% |
| 0926 09260D107 | 7,226 | $378.46 | $850.28 | - | $471.82 | 124.67% | +125.257% |
| 1200 12008R107 | 28,673 | $1,925.75 | $1,634.65 | - | -$291.1 | -15.12% | -36.287% |
| 1725 17253J106 | 76,200 | $885.26 | $1,205.87 | - | $320.61 | 36.22% | +308.928% |
| 1845 18452B209 | 11,300 | $99 | $145.54 | - | $46.54 | 47.01% | +51.347% |
| 2320 23204G100 | 39,735 | $1,916.28 | $2,940.39 | - | $1,024.11 | 53.44% | +54.231% |
| 2517 25179M103 | 29,791 | $1,230.97 | $1,371.58 | - | $140.61 | 11.42% | +11.423% |
| 2527 25278X109 | 7,716 | $267.66 | $1,418.28 | - | $1,150.62 | 429.88% | +510.359% |
| 2614 26142V105 | 30,145 | $400.5 | $572.76 | - | $172.26 | 43.01% | +62.81% |
| 2687 26875P101 | 9,487 | $670.54 | $1,306.93 | - | $636.39 | 94.91% | +283.275% |
| 2762 27627N105 | 32,839 | $538.23 | $687.32 | - | $149.09 | 27.7% | +27.699% |
| 2925 29250N105 | 17,676 | $548.57 | $958.22 | - | $409.65 | 74.68% | +85.436% |
| 3023 30233Q108 | 20,930 | $3,406.36 | $3,406.36 | - | - | - | 0.0 |
| 3375 33751L105 | 46,475 | $940.25 | $1,142.36 | - | $202.11 | 21.5% | +22.901% |
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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 Gordon C. Barrett?
The largest contributions to the portfolio's profits come from the following stocks: CF Industries Holdings, Inc - $3.55M, Eli Lilly and Company - $3.21M, Western Alliance Bancorporation Common Stock - $3.04M, Citigroup Inc - $2.13M, and Chevron Corporation - $1.85M. 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: EOG Resources, Inc - $1.18M, Sanchez Energy Corporation - $669,735.92, ExxonMobil Holdings Corporation - $554,642.75, PacWest Bancorp - $436,248.77, and Martin Midstream Partners L.P - $374,821.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gordon C. Barrett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.12M earned over time. The largest contributors to dividend income include Chevron Corporation - $1.29M, Nabors Industries Ltd - $940,275, Annaly Capital Management, Inc - $936,326.72, Pfizer Inc - $885,058.53, and Bristol-Myers Squibb Company - $850,617.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gordon C. Barrett's monthly returns?
Gordon C. Barrett'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 Gordon C. Barrett's strategy be considered aggressive or moderate?
Gordon C. Barrett's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Gordon C. Barrett's strategy?
Gordon C. Barrett's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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