Kent D. Aloia Portfolio
Invests via HOGE FINANCIAL SERVICES, LLC | Managed by Kent D. Aloia, Garrett S. Hoge
Invests via HOGE FINANCIAL SERVICES, LLC
Managed by Kent D. Aloia, Garrett S. Hoge
Automatically Tracked
Kent D. Aloia Profile
Veteran healthcare executive and investor with operational and board experience across medical device and services companies. Kent D. Aloia has led strategic growth, M&A and commercialization initiatives and often partners with PE firms to scale specialty healthcare businesses. Known for combining surgical practice insight with corporate governance, he has served as CEO and board director roles and advised growth-stage management teams on product strategy and market development. Relevant to investors seeking experienced operating partners in healthcare roll-ups, digital health and device commercialization.
Veteran healthcare executive and investor with operational and board experience across medical device and services companies. Kent D. Aloia has led strategic growth, M&A and commercialization initiatives and often partners with PE firms to scale specialty healthcare businesses. Known for combining surgical practice insight with corporate governance, he has served as CEO and board director roles and advised growth-stage management teams on product strategy and market development. Relevant to investors seeking experienced operating partners in healthcare roll-ups, digital health and device commercialization.
Investment Philosophy & Strategy
Seasoned healthcare operating partner who prioritizes equity investments that leverage deep medical-device and specialty services expertise to accelerate commercialization and roll-up strategies. Prefers control or structured minority stakes where active governance, clinical insights and go-to-market operational resources can derisk regulatory and reimbursement pathways. Focuses on multi-year value creation through M&A-driven scale, product-market fit, and commercialization execution, applying disciplined capital allocation, milestone-based funding and outcome-oriented KPIs to balance growth and clinical/risk governance.
Seasoned healthcare operating partner who prioritizes equity investments that leverage deep medical-device and specialty services expertise to accelerate commercialization and roll-up strategies. Prefers control or structured minority stakes where active governance, clinical insights and go-to-market operational resources can derisk regulatory and reimbursement pathways. Focuses on multi-year value creation through M&A-driven scale, product-market fit, and commercialization execution, applying disciplined capital allocation, milestone-based funding and outcome-oriented KPIs to balance growth and clinical/risk governance.
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:
3.74%
Gain
Monthly
0.12%
Yearly
1.46%
Drawdown
31.74%
$204.16M
Equity
Holdings
$204.16M
Investment
$159.15M
$48.85M
Profit -$570,722.41
Realized
$3.84M
Unrealized
$45.01M
Dividends
$8.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$570,722.41
Win %
81%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$707,236.35
Win %
81%
This Month
Compared to last month
Gain
0.12%
Profit
$253,189.98
Win %
81%
This Year
Compared to last year
Gain
9.84%
Profit
$18.29M
Win %
81%
MRK Merck & Co., Inc.
+3.39%
+$7,551 
ABBV AbbVie Inc.
+3.17%
+$7,832.88 
FCF First Commonwealth Financial Corporation
+3.03%
+$11,757.5 
AMGN Amgen Inc.
+2.79%
+$5,895.89 
NSC Norfolk Southern Corporation
+2.77%
+$9,771.28 
DKS Dick's Sporting Goods, Inc.
+2.73%
+$8,753.22 
MVBF MVB Financial Corp.
+2.61%
+$17,952.72 
MCD McDonald's Corporation
+2.58%
+$12,788.95 
PEP PepsiCo, Inc.
+2.54%
+$12,559.44 
T AT&T Inc.
+2.5%
+$4,453.34 
KO The Coca-Cola Company
+2.33%
+$8,922.37 
MO Altria Group, Inc.
+2.27%
+$7,235.2 
WMT Walmart Inc.
+1.88%
+$8,059.8 
SDY SPDR S&P Dividend ETF
+1.79%
+$6,770.4 
LLY Eli Lilly and Company
+1.72%
+$10,467.4 
CVX Chevron Corporation
+1.61%
+$3,077.68 
XOM Exxon Mobil Corporation
+1.49%
+$12,448.5 
RWO SPDR Dow Jones Global Real Estate ETF
+1.28%
+$3,189.53 
VDE Vanguard Energy ETF
+1.23%
+$6,664 
MSFT Microsoft Corp.
+1.11%
+$31,265.65 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$13,237.13 
JNJ Johnson & Johnson
+1.05%
+$4,239.47 
AAPL Apple Inc.
+0.97%
+$23,898.63 
IWD iShares Russell 1000 Value ETF
+0.74%
+$8,037.12 
AMZN Amazon.com Inc
+0.52%
+$6,280.56 
AXP American Express Company
+0.51%
+$1,417.52 
LIN Linde plc
+0.49%
+$1,623.26 
PNC The PNC Financial Services Group, Inc.
+0.46%
+$1,186.68 
MFC Manulife Financial Corporation
+0.35%
+$4,014.72 
VTV Vanguard Value ETF
+0.34%
+$50,313.75 
VB Vanguard Small-Cap ETF
+0.19%
+$22,761.05 
IFRA iShares U.S. Infrastructure
+0.17%
+$6,917.09 
FUTY Fidelity MSCI Utilities Index ETF
+0.12%
+$241.71 
NEE NextEra Energy, Inc.
+0.1%
+$285.21 
GOOGL Alphabet Inc
+0.1%
+$1,470.01 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$115.06 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$1,061.37 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
QCOM QUALCOMM Incorporated
-3.68%
-$111,284.24 
AVGO Broadcom Inc.
-3.58%
-$26,997.44 
CAT Caterpillar Inc.
-3.18%
-$8,316.88 
NVDA NVIDIA Corporation
-2.77%
-$109,359.63 
CEG Constellation Energy Corporation
-2.49%
-$5,489.09 
EEM iShares MSCI Emerging Markets ETF
-2.07%
-$110,661.84 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$14,171.12 
GLD SPDR Gold Shares
-1.73%
-$6,732.21 
META Meta Platforms Inc Class A
-1.52%
-$35,600.21 
TSLA Tesla, Inc.
-1.47%
-$6,514.06 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$5,337.1 
VBK Vanguard Small-Cap Growth ETF
-1.18%
-$10,118.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.05%
-$4,167.87 
VUG Vanguard Growth ETF
-0.94%
-$34,679.7 
EFA iShares MSCI EAFE ETF
-0.77%
-$87,811.82 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$2,333.78 
PLTR Palantir Technologies Inc.
-0.72%
-$2,698.56 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.67%
-$18,217.15 
VT Vanguard Total World Stock ETF
-0.58%
-$116,886 
JPM JPMorgan Chase & Co.
-0.54%
-$2,584 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$2,615.04 
VOO Vanguard S&P 500 ETF
-0.38%
-$4,131.79 
VTHR Vanguard Russell 3000 ETF
-0.37%
-$3,912.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$916.33 
IWB iShares Russell 1000 ETF
-0.31%
-$144,683.29 
IGF iShares Global Infrastructure ETF
-0.28%
-$3,308.91 
MUB iShares National Muni Bond ETF
-0.14%
-$3,864.68 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$30,269.1 
ROK Rockwell Automation, Inc.
-0.07%
-$707.84 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$136.75 
GVI iShares Intermediate Government Bond ETF
-0.05%
-$156.03 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$412.29 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$179.27 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$68.67 Events
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Dividends
Dividend Analysis
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| Trades 587 | Longs Won 450/587 76% | Profit Factor 41.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $587,174.91 |
| Average Win $111,222.12 | Best Trade (Jul 10) $12.33M | Sharpe Ratio -14.38 |
| Average Loss -$8,764.9 | Worst Trade (Dec 30) -$139,058 | Z-Score 17.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $83,218.34 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
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