JB
John Brim Portfolio
Invests via Smith Group Asset Management LLC | Managed by John D. Brim, Christopher Zogg, William Ketterer, Eivind Olsen, Stephanie Jones, David Schiffman
Invests via Smith Group Asset Management LLC
Managed by John D. Brim, Christopher Zogg, William Ketterer, Eivind Olsen, Stephanie Jones, David Schiffman
Automatically Tracked
John Brim Profile
With a distinguished career spanning various leadership roles, John Brim has significantly impacted the finance sector through his innovative approaches. His extensive experience encompasses operational management and strategic oversight in multiple high-growth environments. Known for driving results in challenging markets, he has been instrumental in developing initiatives that enhance financial performance and foster business transformation. A seasoned executive, he also leverages his deep industry insights to mentor emerging leaders within the organization. As a recognized figure, he continues to influence investment strategies while championing corporate responsibility and sustainable growth practices.
With a distinguished career spanning various leadership roles, John Brim has significantly impacted the finance sector through his innovative approaches. His extensive experience encompasses operational management and strategic oversight in multiple high-growth environments. Known for driving results in challenging markets, he has been instrumental in developing initiatives that enhance financial performance and foster business transformation. A seasoned executive, he also leverages his deep industry insights to mentor emerging leaders within the organization. As a recognized figure, he continues to influence investment strategies while championing corporate responsibility and sustainable growth practices.
Investment Philosophy & Strategy
John Brim navigates investments with an emphasis on operational improvement and strategic foresight. His extensive leadership experience shapes a penchant for identifying undervalued opportunities, while fostering growth through innovative thinking. He prioritizes business transformation in his investment approach, aiming to optimize performance amidst complex market dynamics. In addition to driving sustainable practices within ventures, he focuses on nurturing emerging talents—reflecting a commitment to mentoring the next generation of leaders. By combining insights from both operational management and finance strategy, he champions investments that align financial success with positive social impact.
John Brim navigates investments with an emphasis on operational improvement and strategic foresight. His extensive leadership experience shapes a penchant for identifying undervalued opportunities, while fostering growth through innovative thinking. He prioritizes business transformation in his investment approach, aiming to optimize performance amidst complex market dynamics. In addition to driving sustainable practices within ventures, he focuses on nurturing emerging talents—reflecting a commitment to mentoring the next generation of leaders. By combining insights from both operational management and finance strategy, he champions investments that align financial success with positive social impact.
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:
74.91%
Gain -0.41%
Monthly
1.06%
Yearly
13.5%
Drawdown
16.7%
$1.86B
Equity
Holdings
$1.86B
Investment
$1.12B
$1.15B
Profit -$5.32M
Realized
$413.46M
Unrealized
$737.18M
Dividends
$83.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$5.32M
Win %
72%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$5.32M
Win %
72%
This Month
Compared to last month
Gain
-1.17%
Profit
-$21.93M
Win %
72%
This Year
Compared to last year
Gain
9.76%
Profit
$165.14M
Win %
72%
QLYS Qualys, Inc.
+15.06%
+$97,173.22 
RBLX Roblox Corporation
+12.66%
+$369,388.8 
OKTA Okta Inc.
+11.98%
+$4.75M 
FTNT Fortinet Inc.
+9.05%
+$185,102.91 
GWRE GUIDEWIRE SOFTWARE INC
+8.56%
+$45,828 
AVPT AvePoint, Inc.
+7.42%
+$50,759.06 
PATH Uipath Inc.
+6.62%
+$69,158.5 
PCOR Procore Technologies Inc.
+6.51%
+$16,112.25 
FRSH Freshworks Inc. Class A Common Stock
+6.31%
+$27,444 
WAY Waystar Holding Corp.
+6.09%
+$18,386.94 
MORN Morningstar, Inc.
+5.56%
+$15,399 
ADBE Adobe Inc.
+5.29%
+$645,754.31 
CHKP Check Point Software Technologies Ltd.
+5.21%
+$229,251.77 
STEP StepStone Group Inc.
+5.09%
+$27,671.37 
DBX Dropbox Inc.
+4.92%
+$61,407.5 
CRM Salesforce Inc
+4.68%
+$19,113.6 
WDAY Workday Inc.
+4.58%
+$962,498.02 
AVAV AeroVironment Inc.
+4.56%
+$33,450 
ARLO Arlo Technologies Inc.
+4.4%
+$26,964.78 
DVA DaVita Inc.
+4.36%
+$16,394.4 
BR Broadridge Financial Solutions, Inc.
+3.94%
+$8,646 
LYFT Lyft Inc.
+3.88%
+$14,916.65 
NFLX Netflix, Inc.
+3.77%
+$1.06M 
PLTR Palantir Technologies Inc.
+3.64%
+$29,658.3 
TTWO Take-Two Interactive Software, Inc.
+3.45%
+$119,040 
EXLS ExlService Holdings Inc.
+3.37%
+$515,691.26 
PINS Pinterest, Inc. Class A
+3.36%
+$413,153.92 
MCK McKesson Corporation
+3.35%
+$1.47M 
BOX Box Inc.
+3.29%
+$20,774.76 
GOOGL Alphabet Inc
+3.22%
+$2.39M 
APP AppLovin Corporation Class A Common Stock
+3.15%
+$1.11M 
DOCS Doximity Inc.
+3.15%
+$18,547.2 
GOOG Alphabet Inc
+3.07%
+$136,265.83 
NTNX Nutanix, Inc.
+2.71%
+$39,718.31 
META Meta Platforms Inc Class A
+2.71%
+$1.26M 
CVNA Carvana Co.
+2.46%
+$24,807.75 
PAYX Paychex Inc.
+2.34%
+$9,663.86 
RMD ResMed Inc.
+2.16%
+$27,883.2 
GMED Globus Medical Inc.
+2.16%
+$522,414.4 
ESTC Elastic N.V.
+2.03%
+$48,165 
DXCM DexCom, Inc.
+2%
+$69,720.04 
MSFT Microsoft Corp.
+1.97%
+$1.43M 
TWLO Twilio Inc.
+1.95%
+$61,982.4 
ACGL Arch Capital Group Ltd
+1.94%
+$620,107.26 
LLY Eli Lilly and Company
+1.92%
+$34,620.3 
CCEP Coca-Cola Europacific Partners PLC
+1.85%
+$148,448.9 
ABBV AbbVie Inc.
+1.79%
+$8,722.35 
CLX The Clorox Company
+1.79%
+$5,463.6 
CME CME Group Inc.
+1.79%
+$30,425.22 
ROKU Roku, Inc.
+1.63%
+$18,622.73 
PGR Progressive Corporation
+1.57%
+$321,387.66 
COST Costco Wholesale Corporation
+1.56%
+$713,659.94 
IQV IQVIA Holdings Inc.
+1.5%
+$31,961.28 
COR Cencora, Inc.
+1.46%
+$7,104.53 
CBT Cabot Corporation
+1.39%
+$6,601.17 
WSM Williams-Sonoma, Inc.
+1.39%
+$5,714.8 
UBER Uber Technologies, Inc.
+1.35%
+$11,309.8 
MEDP Medpace Holdings Inc.
+1.34%
+$628,785.66 
V Visa Inc. Class A
+1.32%
+$11,297.2 
VEEV Veeva Systems Inc.
+1.28%
+$293,035.85 
EBAY eBay Inc.
+1.15%
+$476,732.88 
CBOE Cboe Global Markets Inc.
+1.08%
+$392,649.88 
AXP American Express Company
+0.95%
+$393,125.04 
KMB Kimberly-Clark Corporation
+0.95%
+$5,115.93 
HLI Houlihan Lokey Inc.
+0.92%
+$5,412.5 
PAHC Phibro Animal Health Corporation
+0.9%
+$8,279.68 
SNOW Snowflake Inc.
+0.89%
+$22,355.9 
EAT Brinker International Inc.
+0.86%
+$11,430.12 
ILMN Illumina, Inc.
+0.85%
+$17,300.8 
VICI Vici Properties Inc.
+0.85%
+$14,700 
VRTX Vertex Pharmaceuticals Incorporated
+0.83%
+$195,808.47 
BKNG Booking Holdings Inc.
+0.81%
+$312,608.87 
DASH DoorDash, Inc.
+0.79%
+$5,231.1 
MMSI Merit Medical Systems, Inc.
+0.75%
+$3,642.32 
MCO Moody's Corporation
+0.64%
+$4,427.81 
MET MetLife Inc.
+0.63%
+$18,300 
EQH Equitable Holdings, Inc.
+0.62%
+$2,151.6 
KMX CarMax Inc.
+0.61%
+$1,376.25 
NIC Nicolet Bankshares Inc.
+0.59%
+$1,947.28 
EXPD Expeditors International of Washington, Inc.
+0.54%
+$4,523.96 
XYL Xylem Inc.
+0.52%
+$3,360 
SPSC SPS Commerce Inc.
+0.42%
+$1,253.7 
WAT Waters Corporation
+0.42%
+$108,243 
FANG Diamondback Energy Inc
+0.37%
+$6,876 
CVSA Adtalem Global Education Inc.
+0.36%
+$11,378.25 
FFIN First Financial Bankshares Inc.
+0.3%
+$619.4 
JNJ Johnson & Johnson
+0.3%
+$96,066.62 
COLL Collegium Pharmaceutical Inc.
+0.26%
+$1,145.1 
LNW Light & Wonder, Inc.
+0.25%
+$33,419.5 
LMAT Lemaitre Vascular Inc.
+0.22%
+$1,126.08 
AAPL Apple Inc.
+0.22%
+$186,159.12 
MTDR Matador Resources Company
+0.21%
+$1,417.14 
ADUS Addus HomeCare Corporation
+0.2%
+$1,189.68 
AMP Ameriprise Financial, Inc.
+0.2%
+$79,291.3 
D Dominion Energy, Inc.
+0.19%
+$768 
EXEL Exelixis Inc.
+0.18%
+$1,367 
EVTC Evertec, Inc.
+0.15%
+$696.91 
MPC Marathon Petroleum Corporation
+0.15%
+$44,310.34 
CAH Cardinal Health Inc.
+0.13%
+$2,064.93 
PCAR PACCAR Inc.
+0.11%
+$780 
RDY Dr. Reddy's Laboratories Ltd.
+0.08%
+$430 
SCHW Charles Schwab Corporation
+0.07%
+$16,646.88 
LNTH Lantheus Holdings, Inc.
+0.07%
+$427.07 
PPC Pilgrim's Pride Corporation
+0.03%
+$158.4 
YOU Clear Secure Inc.
+0.02%
+$277.94 
BANF BancFirst Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 GOLD
GOLD
0%
$0 
COHR Coherent Corp.
-12.73%
-$1.24M 
ARM Arm Holdings plc American Depositary Receipt
-9.73%
-$494,592.19 
FN Fabrinet
-7.77%
-$95,016.78 
MRVL Marvell Technology, Inc.
-7.32%
-$6.28M 
AMAT Applied Materials, Inc.
-7.07%
-$127,699.72 
KLAC KLA Corporation
-6.39%
-$6.15M 
FIX Comfort Systems USA, Inc.
-6.39%
-$338,008.54 
PLXS Plexus Corp.
-6.15%
-$65,683.51 
ANET Arista Networks, Inc.
-5.9%
-$4.18M 
AVGO Broadcom Inc.
-4.71%
-$3.59M 
AMD Advanced Micro Devices, Inc.
-4.4%
-$75,271.36 
PWR Quanta Services Inc.
-4.4%
-$171,840.12 
EME EMCOR Group, Inc.
-4.01%
-$92,618.4 
SNPS Synopsys, Inc.
-3.99%
-$47,595 
NTRS Northern Trust Corporation
-3.95%
-$29,920 
HUBB Hubbell Inc.
-3.91%
-$1.25M 
TT Trane Technologies plc
-3.75%
-$43,326 
MWA Mueller Water Products Inc.
-3.63%
-$24,642.75 
CDNS Cadence Design Systems, Inc.
-3.55%
-$1.12M 
NVDA NVIDIA Corporation
-3.35%
-$495,673.8 
AZZ Azz Inc.
-3.3%
-$128,078.72 
KGC Kinross Gold Corporation
-3.24%
-$737,229.46 
AYI Acuity Brands Inc.
-3.19%
-$748,223.04 
BNY BlackRock New York Municipal Income Trust
-3.07%
-$44,910 
STT State Street Corp
-2.69%
-$27,705.6 
IRM Iron Mountain Inc.
-2.69%
-$30,950 
ALSN Allison Transmission Holdings Inc.
-2.67%
-$67,800 
EXTR Extreme Networks, Inc.
-2.57%
-$36,480 
AWI Armstrong World Industries, Inc.
-2.27%
-$7,212.92 
PH Parker-Hannifin Corporation
-2.25%
-$1.42M 
ROK Rockwell Automation, Inc.
-2.21%
-$47,375.05 
STLD Steel Dynamics Inc.
-2.19%
-$31,560 
TXN Texas Instruments Inc
-1.99%
-$8,929.17 
VLO Valero Energy Corporation
-1.95%
-$106,820.14 
CCI Crown Castle Inc.
-1.92%
-$29,000 
RCL Royal Caribbean Group
-1.87%
-$25,660.85 
TSLA Tesla, Inc.
-1.77%
-$31,094.82 
JPM JPMorgan Chase & Co.
-1.71%
-$690,363.53 
ETR Entergy Corporation
-1.61%
-$10,200 
AIT Applied Industrial Technologies Inc.
-1.47%
-$18,063.99 
PRIM Primoris Services Corporation
-1.45%
-$9,304.24 
AMZN Amazon.com Inc
-1.25%
-$76,696.53 
APAM Artisan Partners Asset Management Inc.
-1.13%
-$4,995.74 
WMB The Williams Companies, Inc.
-1.11%
-$12,150 
DTE DTE Energy Company
-1.09%
-$4,350 
QCOM QUALCOMM Incorporated
-1.02%
-$8,742 
EXC Exelon Corporation
-1.02%
-$4,840 
PSX Phillips 66
-0.93%
-$24,403.28 
DECK Deckers Outdoor Corporation
-0.9%
-$2,423.6 
CORT Corcept Therapeutics Incorporated
-0.88%
-$8,928.81 
F Ford Motor Company
-0.86%
-$6,000 
HAS Hasbro Inc.
-0.85%
-$343,068.18 
VMC Vulcan Materials Company
-0.83%
-$4,180.02 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.64%
-$1,131.45 
ED Consolidated Edison, Inc.
-0.64%
-$3,400 
FE FirstEnergy Corp.
-0.64%
-$2,360 
FITB Fifth Third Bancorp
-0.6%
-$3,300 
FHN First Horizon Corporation
-0.57%
-$12,600 
PATK Patrick Industries Inc.
-0.57%
-$3,582.18 
XOM Exxon Mobil Corporation
-0.55%
-$142,391.79 
HBAN Huntington Bancshares Incorporated
-0.53%
-$4,770 
COP ConocoPhillips
-0.49%
-$1,927.15 
CMS CMS Energy Corporation
-0.48%
-$1,625 
AMT American Tower Corporation
-0.44%
-$4,680.06 
CM Canadian Imperial Bank of Commerce
-0.42%
-$43,905.6 
BP BP p.l.c. Sponsored ADR
-0.36%
-$1,531.68 
CHE Chemed Corporation
-0.31%
-$1,738 
UPWK Upwork Inc.
-0.23%
-$737.7 
BCC Boise Cascade Company
-0.21%
-$773.28 
WEC WEC Energy Group Inc.
-0.16%
-$4,760 
TJX The TJX Companies, Inc.
-0.02%
-$5,318.52 Events
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Dividends
Dividend Analysis
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| Trades 1710 | Longs Won 1036/1710 60% | Profit Factor 6.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.94M |
| Average Win $1.33M | Best Trade (Aug 14) $74.7M | Sharpe Ratio -12.5 |
| Average Loss -$335,543.4 | Worst Trade (Mar 31) -$21M | Z-Score 4.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w | Expectancy $672,893.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,525 | 4,972 | 4,420 | 3,867 | 3,315 | 2,762 | 2,210 | 1,657 | 1,105 | 552 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 255,009 | $37.76M | $84.92M | - | $47.16M | 124.9% | +0.22% |
| ABBV AbbVie Inc. | 1,890 | $345,091.8 | $494,679.15 | - | $149,587.35 | 43.35% | +1.795% |
| ACGL Arch Capital Group Ltd | 333,391 | $26.15M | $32.66M | - | $6.5M | 24.87% | +1.936% |
| ADBE Adobe Inc. | 48,353 | $26.89M | $12.84M | - | -$14.05M | -52.25% | +5.295% |
| ADUS Addus HomeCare Corporation | 4,957 | $502,956.93 | $581,604.81 | - | $78,647.88 | 15.64% | +0.205% |
| AIT Applied Industrial Technologies Inc. | 3,787 | $695,253.09 | $1.21M | - | $512,837.78 | 73.76% | -1.473% |
| ALSN Allison Transmission Holdings Inc. | 20,000 | $2.16M | $2.47M | - | $309,800 | 14.33% | -2.671% |
| AMAT Applied Materials, Inc. | 3,956 | $553,748.28 | $1.68M | - | $1.12M | 203.06% | -7.071% |
| AMD Advanced Micro Devices, Inc. | 3,313 | $493,583.93 | $1.63M | - | $1.14M | 231.18% | -4.402% |
| AMP Ameriprise Financial, Inc. | 72,083 | $24.79M | $40.27M | - | $15.49M | 62.47% | +0.197% |
| AMT American Tower Corporation | 6,000 | $1.1M | $1.06M | - | -$38,040 | -3.46% | -0.439% |
| AMZN Amazon.com Inc | 23,893 | $4.05M | $6.06M | - | $2M | 49.43% | -1.25% |
| ANET Arista Networks, Inc. | 354,493 | $37.26M | $66.58M | - | $29.32M | 78.71% | -5.902% |
| APAM Artisan Partners Asset Management Inc. | 11,618 | $510,834.53 | $435,442.64 | - | -$75,391.89 | -14.76% | -1.134% |
| APP AppLovin Corporation Class A Common Stock | 108,710 | $8.1M | $36.33M | - | $28.23M | 348.41% | +3.149% |
| ARLO Arlo Technologies Inc. | 46,491 | $467,756.06 | $640,181.07 | - | $172,425.01 | 36.86% | +4.397% |
| ARM Arm Holdings plc American Depositary Receipt | 19,200 | $2.37M | $4.59M | - | $2.22M | 93.77% | -9.728% |
| AVAV AeroVironment Inc. | 5,000 | $769,450 | $767,000 | - | -$2,450 | -0.32% | +4.56% |
| AVGO Broadcom Inc. | 210,674 | $35.59M | $72.67M | - | $37.08M | 104.19% | -4.713% |
| AVPT AvePoint, Inc. | 53,999 | $580,883.27 | $734,386.4 | - | $153,503.13 | 26.43% | +7.425% |
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FAQ
Which stocks have generated the highest profits for John Brim?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $101.46M, AppLovin Corporation Class A Common Stock - $69.22M, Microsoft Corp - $35.14M, Apple Inc - $33.26M, and Costco Wholesale Corporation - $23.81M. 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: Zebra Technologies Corporation - $17.15M, Somnigroup International Inc - $15.65M, Meta Platforms Inc Class A - $10.39M, Capital One Financial Corporation - $7.4M, and Nextracker Inc - $6.98M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Brim's portfolio generate?
The portfolio generates substantial dividend income, with a total of $83.98M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $4.3M, Microsoft Corp - $3.73M, Costco Wholesale Corporation - $3.6M, Pfizer Inc - $3.34M, and United Parcel Service, Inc - $2.97M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Brim's monthly returns?
John Brim'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 John Brim's strategy be considered aggressive or moderate?
John Brim's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow John Brim's strategy?
John Brim's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
