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:
50.8%
Gain -0.85%
Monthly
1.29%
Yearly
16.64%
Drawdown
17.19%
$208.8M
Equity
Holdings
$208.8M
Investment
$163.05M
$49.75M
Profit -$1.23M
Realized
$4M
Unrealized
$45.75M
Dividends
$8.37M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.85%
Profit
-$1.23M
Win %
75%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$966,091.4
Win %
75%
This Month
Compared to last month
Gain
-0.59%
Profit
-$1.23M
Win %
75%
This Year
Compared to last year
Gain
0.6%
Profit
$1.25M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$179,028.91 
GOOG Alphabet Inc
+6.88%
+$22,372.78 
GOOGL Alphabet Inc
+6.73%
+$92,486.52 
META Meta Platforms Inc Class A
+3.28%
+$67,024.85 
MSFT Microsoft Corp.
+3.02%
+$95,666.81 
NVDA NVIDIA Corporation
+2.93%
+$110,288.79 
CSCO Cisco Systems, Inc.
+2.14%
+$4,383.72 
ROK Rockwell Automation, Inc.
+1.93%
+$20,090 
AMAT Applied Materials, Inc.
+1.18%
+$2,188.91 
VUG Vanguard Growth ETF
+1.1%
+$38,775.42 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,172.34 
VDE Vanguard Energy ETF
+1.02%
+$5,573.62 
MCD McDonald's Corporation
+0.82%
+$3,779.62 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$39,950.18 
TSLA Tesla, Inc.
+0.76%
+$2,577.1 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,144.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,800.69 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,717.74 
CAT Caterpillar Inc.
+0.7%
+$1,706.67 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,353.2 
IWB iShares Russell 1000 ETF
+0.64%
+$287,634.99 
MVBF MVB Financial Corp.
+0.59%
+$4,277.52 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$6,001.89 
MO Altria Group, Inc.
+0.57%
+$1,793.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,425.9 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,195.95 
NSC Norfolk Southern Corporation
+0.46%
+$1,670.92 
IWD iShares Russell 1000 Value ETF
+0.44%
+$4,862.91 
AVGO Broadcom Inc.
+0.37%
+$2,829.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,659.12 
MRK Merck & Co., Inc.
+0.32%
+$764.67 
JPM JPMorgan Chase & Co.
+0.27%
+$1,365.82 
VT Vanguard Total World Stock ETF
+0.26%
+$51,708.79 
JNJ Johnson & Johnson
+0.21%
+$891.99 
WMT Walmart Inc.
+0.09%
+$384.21 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
AAPL Apple Inc.
-7.35%
-$186,744.32 
LIN Linde plc
-5.95%
-$19,971.61 
MU Micron Technology, Inc.
-5.9%
-$22,717.17 
QCOM QUALCOMM Incorporated
-2.63%
-$72,007.71 
ABBV AbbVie Inc.
-2.51%
-$6,715.86 
DKS Dick's Sporting Goods, Inc.
-2%
-$6,208 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,237.01 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,249.08 
LRCX Lam Research Corporation
-1.58%
-$2,519.21 
GLD SPDR Gold Shares
-1.49%
-$5,895.37 
NVS Novartis AG Sponsored ADR
-1.45%
-$2,956.4 
NEE NextEra Energy, Inc.
-1.15%
-$3,148.17 
INTC Intel Corporation
-1.02%
-$2,418.93 
KO The Coca-Cola Company
-1.02%
-$4,247.1 
XOM Exxon Mobil Corporation
-0.97%
-$8,694.99 
KMB Kimberly-Clark Corporation
-0.8%
-$1,686.96 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$19,931.34 
MAR Marriott International Inc. - Class A
-0.71%
-$1,476.06 
AMGN Amgen Inc.
-0.64%
-$1,490.49 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,987.02 
EFA iShares MSCI EAFE ETF
-0.62%
-$72,112.26 
PM Philip Morris International Inc.
-0.61%
-$1,421.89 
RWO SPDR Dow Jones Global Real Estate ETF
-0.56%
-$1,375.47 
LLY Eli Lilly and Company
-0.53%
-$2,721.72 
PEP PepsiCo, Inc.
-0.46%
-$2,276.48 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$833 
AXP American Express Company
-0.38%
-$1,038.85 
CEG Constellation Energy Corporation
-0.31%
-$693.36 
IGF iShares Global Infrastructure ETF
-0.28%
-$3,301.82 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,068.32 
FCF First Commonwealth Financial Corporation
-0.28%
-$1,137.18 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,236.54 
VTV Vanguard Value ETF
-0.27%
-$39,412.51 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$583.11 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,313.75 
MFC Manulife Financial Corporation
-0.25%
-$2,963.29 
VB Vanguard Small-Cap ETF
-0.22%
-$26,578.71 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$846.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$54,830.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,423.04 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$488.07 
MUB iShares National Muni Bond ETF
-0.11%
-$3,111 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$309.54 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$231.5 
V Visa Inc. Class A
-0.04%
-$99.25 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$2,156.73 Events
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Dividends
Dividend Analysis
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| Trades 669 | Longs Won 493/669 73% | Profit Factor 19.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $568,113.46 |
| Average Win $106,304.08 | Best Trade (Aug 14) $13.34M | Sharpe Ratio -14.82 |
| Average Loss -$15,075.21 | Worst Trade (Aug 02) -$363,366.77 | Z-Score 15.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $74,371.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,616 | $1.66M | $2.35M | - | $694,695.32 | 41.9% | -7.354% |
| ABBV AbbVie Inc. | 1,038 | $240,158.76 | $260,475.72 | - | $20,316.96 | 8.46% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,255 | $918,298.75 | $901,159.35 | - | -$17,139.4 | -1.87% | -0.256% |
| AMAT Applied Materials, Inc. | 371 | $267,988 | $188,345.57 | - | -$79,642.43 | -29.72% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 675 | $392,114 | $321,401.24 | - | -$70,712.76 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 601 | $197,042.46 | $231,481.16 | - | $34,438.7 | 17.48% | -0.64% |
| AMZN Amazon.com Inc | 4,962 | $1M | $1.35M | - | $343,913.98 | 34.27% | +15.321% |
| AVGO Broadcom Inc. | 1,965 | $505,423.56 | $764,935.2 | - | $259,511.64 | 51.35% | +0.371% |
| AXP American Express Company | 818 | $262,962.26 | $275,052.5 | - | $12,090.24 | 4.6% | -0.376% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 365,539 | $28.06M | $27.61M | - | -$449,788.1 | -1.6% | -0.198% |
| BND Vanguard Total Bond Market Index Fund | 3,069 | $225,969.59 | $221,673.87 | - | -$4,295.72 | -1.9% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 892 | $466,971.87 | $456,293.68 | - | -$10,678.19 | -2.29% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 5,159 | $406,087.02 | $400,235.22 | - | -$5,851.8 | -1.44% | -0.077% |
| CAT Caterpillar Inc. | 301 | $218,395.37 | $245,257.81 | - | $26,862.44 | 12.3% | +0.701% |
| CEG Constellation Energy Corporation | 856 | $276,770.34 | $224,914 | - | -$51,856.34 | -18.74% | -0.307% |
| CSCO Cisco Systems, Inc. | 1,804 | $211,891 | $209,245.96 | - | -$2,645.04 | -1.25% | +2.14% |
| DKS Dick's Sporting Goods, Inc. | 1,552 | $234,030.73 | $304,052.32 | - | $70,021.59 | 29.92% | -2.001% |
| EEM iShares MSCI Emerging Markets ETF | 79,901 | $3.35M | $5.12M | - | $1.77M | 52.95% | +0.786% |
| EFA iShares MSCI EAFE ETF | 109,261 | $8.42M | $11.54M | - | $3.12M | 37.05% | -0.621% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 2,311 | $236,444 | $212,889.32 | - | -$23,554.68 | -9.96% | +1.031% |
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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) - $1.79M, iShares Russell 1000 ETF - $1.46M, iShares Floating Rate Bond ETF - $1.08M, iShares MSCI EAFE ETF - $1.04M, and Vanguard Total World Stock ETF - $990,963.22. 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 - $47,134.16, 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 $8.37M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.79M, iShares Floating Rate Bond ETF - $1.08M, iShares Russell 1000 ETF - $961,251.19, iShares MSCI EAFE ETF - $797,337.96, and Vanguard Total World Stock ETF - $704,052.07. 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.
