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:
50.23%
Gain +0.4%
Monthly
1.22%
Yearly
15.71%
Drawdown
17.19%
$208.29M
Equity
Holdings
$208.29M
Investment
$163.05M
$49.24M
Profit +$559,149.03
Realized
$4M
Unrealized
$45.24M
Dividends
$8.95M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$559,149.03
Win %
74%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.16M
Win %
74%
This Month
Compared to last month
Gain
0.63%
Profit
$1.31M
Win %
74%
This Year
Compared to last year
Gain
0.36%
Profit
$741,631.56
Win %
75%
LLY Eli Lilly and Company
+4.82%
+$25,845.24 
KMB Kimberly-Clark Corporation
+4.33%
+$8,243.1 
MAR Marriott International Inc. - Class A
+4%
+$8,285.37 
UNH UnitedHealth Group Incorporated
+3.61%
+$8,582.28 
DKS Dick's Sporting Goods, Inc.
+3.38%
+$7,185.76 
AMGN Amgen Inc.
+3.08%
+$7,900.15 
V Visa Inc. Class A
+2.73%
+$7,586.31 
NVS Novartis AG Sponsored ADR
+2.69%
+$5,092.99 
AXP American Express Company
+2.25%
+$5,644.19 
QCOM QUALCOMM Incorporated
+2.23%
+$69,480.95 
WMT Walmart Inc.
+1.98%
+$8,817.39 
MCD McDonald's Corporation
+1.75%
+$7,164.06 
GLD SPDR Gold Shares
+1.36%
+$5,349.91 
MFC Manulife Financial Corporation
+1.29%
+$14,951.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.28%
+$15,118.76 
SDY SPDR S&P Dividend ETF
+1.28%
+$4,722.46 
FCF First Commonwealth Financial Corporation
+1.13%
+$4,264.43 
MSFT Microsoft Corp.
+0.99%
+$37,156.96 
VB Vanguard Small-Cap ETF
+0.94%
+$107,119.49 
RWO SPDR Dow Jones Global Real Estate ETF
+0.86%
+$1,897.2 
MO Altria Group, Inc.
+0.86%
+$2,896.74 
MUB iShares National Muni Bond ETF
+0.84%
+$22,165.87 
NEE NextEra Energy, Inc.
+0.79%
+$1,932.54 
VTWO Vanguard Russell 2000 ETF
+0.76%
+$1,382.78 
EFA iShares MSCI EAFE ETF
+0.7%
+$78,667.92 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.69%
+$184,597.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.66%
+$5,830.65 
BND Vanguard Total Bond Market Index Fund
+0.65%
+$1,396.39 
VTV Vanguard Value ETF
+0.64%
+$95,192.85 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.64%
+$17,062.44 
IEFA iShares Core MSCI EAFE ETF
+0.6%
+$1,813.55 
IWD iShares Russell 1000 Value ETF
+0.59%
+$6,527.69 
ABBV AbbVie Inc.
+0.53%
+$1,551.8 
PEP PepsiCo, Inc.
+0.51%
+$2,347.62 
KO The Coca-Cola Company
+0.48%
+$2,076.36 
VBK Vanguard Small-Cap Growth ETF
+0.45%
+$3,622.19 
MVBF MVB Financial Corp.
+0.45%
+$3,089.32 
LIN Linde plc
+0.43%
+$1,405.79 
GOOGL Alphabet Inc
+0.39%
+$5,638.88 
GOOG Alphabet Inc
+0.38%
+$1,275.95 
GVI iShares Intermediate Government Bond ETF
+0.37%
+$1,090.98 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$1,333.51 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.26%
+$926 
VTHR Vanguard Russell 3000 ETF
+0.25%
+$2,672.73 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$954.41 
IGF iShares Global Infrastructure ETF
+0.24%
+$2,606.7 
NSC Norfolk Southern Corporation
+0.21%
+$743.81 
META Meta Platforms Inc Class A
+0.11%
+$3,146.61 
IWB iShares Russell 1000 ETF
+0.11%
+$50,726.13 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$271.95 
VT Vanguard Total World Stock ETF
+0.1%
+$18,917.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.09%
+$352.8 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$3,235.43 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-4.75%
-$7,305.69 
INTC Intel Corporation
-4.32%
-$11,015.24 
AMAT Applied Materials, Inc.
-4.18%
-$6,926.57 
CSCO Cisco Systems, Inc.
-4.14%
-$8,478.8 
AMD Advanced Micro Devices, Inc.
-3.19%
-$12,305.26 
CAT Caterpillar Inc.
-2.79%
-$6,292.4 
PM Philip Morris International Inc.
-2.54%
-$6,302.15 
AVGO Broadcom Inc.
-2.53%
-$17,213.4 
CEG Constellation Energy Corporation
-1.94%
-$4,652.36 
TSLA Tesla, Inc.
-1.94%
-$7,785.96 
NVDA NVIDIA Corporation
-1.89%
-$80,833.27 
VDE Vanguard Energy ETF
-1.67%
-$10,372.21 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.63%
-$3,582.05 
XOM Exxon Mobil Corporation
-1.43%
-$14,406.37 
MU Micron Technology, Inc.
-1.16%
-$4,677.2 
EEM iShares MSCI Emerging Markets ETF
-1.13%
-$58,327.73 
IEMG iShares Core MSCI Emerging Markets ETF
-1.09%
-$7,900.82 
ROK Rockwell Automation, Inc.
-1.08%
-$10,166.87 
QQQ Invesco QQQ Trust, Series 1
-0.76%
-$2,930.91 
VUG Vanguard Growth ETF
-0.48%
-$17,928.42 
IFRA iShares U.S. Infrastructure
-0.37%
-$13,829.76 
AAPL Apple Inc.
-0.29%
-$7,615.92 
JPM JPMorgan Chase & Co.
-0.28%
-$1,351.29 
AMZN Amazon.com Inc
-0.25%
-$3,126.06 
PNC The PNC Financial Services Group, Inc.
-0.23%
-$510.35 
MRK Merck & Co., Inc.
-0.17%
-$456.93 
JNJ Johnson & Johnson
-0.16%
-$690.03 
VOO Vanguard S&P 500 ETF
-0.01%
-$158.78 
SPY SPDR S&P 500 ETF Trust
-0.01%
-$44.93 Events
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Dividends
Dividend Analysis
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| Trades 669 | Longs Won 491/669 73% | Profit Factor 17.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $570,298.35 |
| Average Win $106,238.18 | Best Trade (Oct 15) $12.87M | Sharpe Ratio -14.82 |
| Average Loss -$16,406.57 | Worst Trade (Oct 14) -$431,053.36 | Z-Score 14.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 1d | Expectancy $73,606.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,616 | $1.66M | $2.6M | - | $946,404.12 | 57.08% | -0.292% |
| ABBV AbbVie Inc. | 1,038 | $240,158.76 | $295,804.05 | - | $55,645.29 | 23.17% | +0.527% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,255 | $918,298.75 | $883,389.75 | - | -$34,909 | -3.8% | +0.664% |
| AMAT Applied Materials, Inc. | 371 | $267,988 | $158,773.16 | - | -$109,214.84 | -40.75% | -4.18% |
| AMD Advanced Micro Devices, Inc. | 675 | $392,114 | $372,998.25 | - | -$19,115.75 | -4.88% | -3.194% |
| AMGN Amgen Inc. | 601 | $197,042.46 | $263,992.25 | - | $66,949.79 | 33.98% | +3.085% |
| AMZN Amazon.com Inc | 4,962 | $1M | $1.26M | - | $253,952.97 | 25.3% | -0.248% |
| AVGO Broadcom Inc. | 1,965 | $505,423.56 | $663,167.85 | - | $157,744.29 | 31.21% | -2.53% |
| AXP American Express Company | 818 | $262,962.26 | $256,729.3 | - | -$6,232.96 | -2.37% | +2.248% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 365,539 | $28.06M | $26.89M | - | -$1.17M | -4.16% | +0.691% |
| BND Vanguard Total Bond Market Index Fund | 3,069 | $225,969.59 | $217,453.99 | - | -$8,515.6 | -3.77% | +0.646% |
| BRK-B Berkshire Hathaway Inc. | 892 | $466,971.87 | $470,837.71 | - | $3,865.84 | 0.83% | +0.284% |
| BSV Vanguard Short-Term Bond ETF | 5,159 | $406,087.02 | $395,153.6 | - | -$10,933.42 | -2.69% | +0.242% |
| CAT Caterpillar Inc. | 301 | $218,395.37 | $219,150.57 | - | $755.2 | 0.35% | -2.791% |
| CEG Constellation Energy Corporation | 856 | $276,770.34 | $234,633.88 | - | -$42,136.46 | -15.22% | -1.944% |
| CSCO Cisco Systems, Inc. | 1,804 | $211,891 | $196,527.76 | - | -$15,363.24 | -7.25% | -4.136% |
| DKS Dick's Sporting Goods, Inc. | 1,552 | $234,030.73 | $219,747.68 | - | -$14,283.05 | -6.1% | +3.381% |
| EEM iShares MSCI Emerging Markets ETF | 79,901 | $3.35M | $5.09M | - | $1.74M | 51.93% | -1.134% |
| EFA iShares MSCI EAFE ETF | 109,261 | $8.42M | $11.31M | - | $2.89M | 34.31% | +0.701% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 2,311 | $236,444 | $216,217.16 | - | -$20,226.84 | -8.55% | -1.63% |
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FAQ
Which stocks have generated the highest profits for Kent D. Aloia?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.89M, iShares Russell 1000 ETF - $1.57M, iShares Floating Rate Bond ETF - $1.12M, Vanguard Total World Stock ETF - $1.04M, and iShares MSCI EAFE ETF - $1.04M. 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: Agilon Health Inc - $139,058, Tesla, Inc - $90,980.35, Oracle Corporation - $80,020.7, Amgen Inc - $45,619.64, and Advanced Micro Devices, Inc - $37,839.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kent D. Aloia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.95M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.89M, iShares Floating Rate Bond ETF - $1.12M, iShares Russell 1000 ETF - $1.07M, iShares MSCI EAFE ETF - $797,337.96, and Vanguard Total World Stock ETF - $755,559.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kent D. Aloia's monthly returns?
Kent D. Aloia's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kent D. Aloia's strategy be considered aggressive or moderate?
Kent D. Aloia's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kent D. Aloia's strategy?
Kent D. Aloia's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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