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:
78.05%
Gain +1.19%
Monthly
1.17%
Yearly
14.94%
Drawdown
16.67%
$2.24B
Equity
Holdings
$2.24B
Investment
$1.46B
$1.25B
Profit +$21.91M
Realized
$467.43M
Unrealized
$779.17M
Dividends
$83.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.19%
Profit
$21.91M
Win %
73%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$9.42M
Win %
73%
This Month
Compared to last month
Gain
-2.74%
Profit
-$63.01M
Win %
73%
This Year
Compared to last year
Gain
14.5%
Profit
$283.5M
Win %
71%
LITE Lumentum Holdings Inc.
+6.79%
+$54,531.48 
RBLX Roblox Corporation
+5.61%
+$35,032 
COHR Coherent Corp.
+5.08%
+$147,397.25 
FN Fabrinet
+3.65%
+$46,843.84 
UPWK Upwork Inc.
+3.42%
+$16,324.91 
KLIC Kulicke & Soffa Industries, Inc.
+3%
+$33,431.08 
AMD Advanced Micro Devices, Inc.
+2.77%
+$2.01M 
AVGO Broadcom Inc.
+2.73%
+$2.56M 
PLTR Palantir Technologies Inc.
+2.28%
+$14,172.86 
NCNO nCino, Inc.
+2.27%
+$6,053.53 
FIX Comfort Systems USA, Inc.
+2.24%
+$2.23M 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+2.22%
+$273,793.6 
QTWO Q2 Holdings Inc.
+2.21%
+$36,525.33 
GOOG Alphabet Inc
+2%
+$73,898.68 
IBKR Interactive Brokers Group Inc.
+2%
+$33,256.94 
VEEV Veeva Systems Inc.
+1.98%
+$415,812.15 
MMSI Merit Medical Systems, Inc.
+1.93%
+$9,141.37 
EAT Brinker International Inc.
+1.92%
+$74,753.77 
VLO Valero Energy Corporation
+1.92%
+$54,733.9 
GOOGL Alphabet Inc
+1.88%
+$1.71M 
MPC Marathon Petroleum Corporation
+1.87%
+$543,359.44 
MSFT Microsoft Corp.
+1.85%
+$1.28M 
CRM Salesforce Inc
+1.85%
+$12,968.64 
PODD Insulet Corporation
+1.83%
+$6,311.97 
JBL Jabil Inc.
+1.78%
+$882,443.6 
RDDT Reddit Inc Class A
+1.75%
+$16,014.48 
PSX Phillips 66
+1.75%
+$36,706.71 
CBOE Cboe Global Markets Inc.
+1.69%
+$728,694.12 
OKTA Okta Inc.
+1.66%
+$935,220.4 
ARM Arm Holdings plc American Depositary Receipt
+1.61%
+$36,550.8 
WDAY Workday Inc.
+1.61%
+$403,943.17 
EVTC Evertec, Inc.
+1.59%
+$8,494.56 
ALL Allstate Corporation
+1.57%
+$12,183 
WMB The Williams Companies, Inc.
+1.42%
+$15,600 
VRT Vertiv Holdings Co
+1.41%
+$4,709.25 
ESTC Elastic N.V.
+1.41%
+$32,336.16 
PCTY Paylocity Holding Corporation
+1.41%
+$12,223.62 
TTWO Take-Two Interactive Software, Inc.
+1.35%
+$34,311.64 
AVAV AeroVironment Inc.
+1.32%
+$9,375 
ANET Arista Networks, Inc.
+1.3%
+$885,388.53 
GEV GE Vernova Inc.
+1.29%
+$6,769.14 
YOU Clear Secure Inc.
+1.26%
+$47,383.75 
ETSY Etsy Inc.
+1.25%
+$11,231.53 
AMZN Amazon.com Inc
+1.24%
+$54,838.26 
PRIM Primoris Services Corporation
+1.21%
+$9,805.12 
CARG CarGurus, Inc.
+1.14%
+$6,792 
LVS Las Vegas Sands Corp.
+1.14%
+$6,430.29 
AVPT AvePoint, Inc.
+1.1%
+$9,007.4 
XOM Exxon Mobil Corporation
+1.05%
+$293,857.35 
V Visa Inc. Class A
+1.02%
+$14,184.86 
DAR Darling Ingredients Inc.
+1.01%
+$4,112 
PLXS Plexus Corp.
+0.95%
+$11,495.35 
APP AppLovin Corporation Class A Common Stock
+0.9%
+$377,436.97 
SCHW Charles Schwab Corporation
+0.8%
+$312,639.75 
HAS Hasbro Inc.
+0.77%
+$343,751.94 
ACGL Arch Capital Group Ltd
+0.69%
+$288,665.3 
MA Mastercard Incorporated
+0.63%
+$7,264.74 
NVDA NVIDIA Corporation
+0.61%
+$77,642.52 
ADUS Addus HomeCare Corporation
+0.58%
+$3,859.2 
PWR Quanta Services Inc.
+0.58%
+$17,010.37 
BP BP p.l.c. Sponsored ADR
+0.56%
+$13,597.1 
CDNS Cadence Design Systems, Inc.
+0.53%
+$226,668.06 
CME CME Group Inc.
+0.52%
+$7,620.06 
BR Broadridge Financial Solutions, Inc.
+0.51%
+$1,424.5 
BOX Box Inc.
+0.49%
+$3,951.45 
KGC Kinross Gold Corporation
+0.47%
+$32,924.85 
CCEP Coca-Cola Europacific Partners PLC
+0.44%
+$33,917.57 
LMAT Lemaitre Vascular Inc.
+0.44%
+$3,108.32 
WAY Waystar Holding Corp.
+0.38%
+$1,257.49 
TJX The TJX Companies, Inc.
+0.38%
+$154,824.35 
ROKU Roku, Inc.
+0.38%
+$8,731.99 
META Meta Platforms Inc Class A
+0.34%
+$185,115.52 
B BARRICK MINING CORP Common Stock (ABR0)
+0.24%
+$4,692 
RBRK Rubrik, Inc.
+0.23%
+$2,331.37 
PAHC Phibro Animal Health Corporation
+0.23%
+$1,876.58 
DG Dollar General Corporation
+0.2%
+$67,056.25 
AIT Applied Industrial Technologies Inc.
+0.16%
+$2,306.56 
ZWS Zurn Elkay Water Solutions Corporation
+0.16%
+$2,884.28 
ADI Analog Devices, Inc.
+0.13%
+$85,407.5 
NUTX Nutex Health Inc.
+0.1%
+$2,222.17 
MTDR Matador Resources Company
+0.09%
+$628.55 
AVAH Aveanna Healthcare Holdings Inc.
+0.05%
+$1,318.35 
ADSK Autodesk, Inc.
+0.01%
+$109.69 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VMC Vulcan Materials Company
-2.85%
-$16,430 
AAPL Apple Inc.
-2.81%
-$2.93M 
KTB Kontoor Brands Inc.
-2.66%
-$17,055.11 
DELL Dell Technologies Inc.
-2.6%
-$15,472.5 
STLD Steel Dynamics Inc.
-2.57%
-$36,300 
TSLA Tesla, Inc.
-2.51%
-$40,394.48 
CM Canadian Imperial Bank of Commerce
-2.46%
-$262,739.7 
WTS Watts Water Technologies Inc.
-2.35%
-$54,373.44 
WAT Waters Corporation
-2.19%
-$627,104.96 
MWA Mueller Water Products Inc.
-2.18%
-$18,072.47 
FFIN First Financial Bankshares Inc.
-2%
-$5,018.9 
STEP StepStone Group Inc.
-1.98%
-$10,943.5 
GE General Electric Company
-1.95%
-$21,510.64 
PEGA Pegasystems Inc.
-1.93%
-$16,760.46 
NFLX Netflix, Inc.
-1.91%
-$568,425.84 
CVSA Adtalem Global Education Inc.
-1.89%
-$58,860.85 
KLAC KLA Corporation
-1.76%
-$2.11M 
XYL Xylem Inc.
-1.74%
-$12,780 
CL Colgate-Palmolive Company
-1.67%
-$15,918.53 
LRCX Lam Research Corporation
-1.67%
-$21,636.51 
LLY Eli Lilly and Company
-1.66%
-$41,471.99 
BKNG Booking Holdings Inc.
-1.5%
-$740,520 
COLL Collegium Pharmaceutical Inc.
-1.44%
-$11,414.52 
FHN First Horizon Corporation
-1.34%
-$31,050 
NIC Nicolet Bankshares Inc.
-1.34%
-$5,062.1 
ED Consolidated Edison, Inc.
-1.3%
-$7,300 
JNJ Johnson & Johnson
-1.29%
-$490,145.07 
PNFP Pinnacle Financial Partners Inc.
-1.29%
-$10,949.9 
DTE DTE Energy Company
-1.28%
-$5,700 
OI O-I Glass, Inc.
-1.26%
-$5,820.15 
DIS The Walt Disney Company
-1.22%
-$325,697.25 
W Wayfair Inc.
-1.18%
-$7,172.55 
D Dominion Energy, Inc.
-0.97%
-$4,416 
EXPE Expedia Group, Inc.
-0.97%
-$13,416 
WEC WEC Energy Group Inc.
-0.97%
-$17,235.3 
MET MetLife Inc.
-0.91%
-$25,650 
PH Parker-Hannifin Corporation
-0.86%
-$664,864.2 
HBAN Huntington Bancshares Incorporated
-0.85%
-$333,832.03 
PACS Pacs Group Inc.
-0.84%
-$9,358.83 
QLYS Qualys, Inc.
-0.83%
-$6,409.27 
ALNT Alliant Energy Corporation
-0.8%
-$5,334 
NTRS Northern Trust Corporation
-0.79%
-$5,860 
EXC Exelon Corporation
-0.79%
-$4,015 
HLNE Hamilton Lane Inc.
-0.73%
-$1,838.97 
ETR Entergy Corporation
-0.73%
-$4,980 
ARLO Arlo Technologies Inc.
-0.71%
-$5,085.26 
VRTX Vertex Pharmaceuticals Incorporated
-0.68%
-$184,240.53 
CAH Cardinal Health Inc.
-0.67%
-$4,617.54 
RMD ResMed Inc.
-0.65%
-$2,977 
MEDP Medpace Holdings Inc.
-0.61%
-$340,335.85 
TPR Tapestry Inc.
-0.59%
-$278,460.81 
ROK Rockwell Automation, Inc.
-0.59%
-$20,791.68 
AXP American Express Company
-0.58%
-$321,982.29 
MCO Moody's Corporation
-0.58%
-$2,361.14 
JPM JPMorgan Chase & Co.
-0.57%
-$274,351.35 
MCK McKesson Corporation
-0.56%
-$293,579.93 
HWM Howmet Aerospace Inc.
-0.5%
-$4,592.24 
VICI Vici Properties Inc.
-0.5%
-$9,450 
INDA ISHARES MSCI INDIA ETF
-0.5%
-$7,168.7 
ABBV AbbVie Inc.
-0.49%
-$3,992.94 
COST Costco Wholesale Corporation
-0.49%
-$286,573.85 
HALO Halozyme Therapeutics Inc.
-0.48%
-$1,824.1 
EXTR Extreme Networks, Inc.
-0.4%
-$7,680 
IDXX IDEXX Laboratories, Inc.
-0.37%
-$1,401.32 
IRM Iron Mountain Inc.
-0.31%
-$3,850 
STT State Street Corp
-0.25%
-$2,300.05 
BMY Bristol-Myers Squibb Company
-0.24%
-$2,008.25 
APAM Artisan Partners Asset Management Inc.
-0.23%
-$1,209.24 
HCA HCA Healthcare Inc.
-0.2%
-$2,046.52 
HSY The Hershey Company
-0.15%
-$815 
HUBB Hubbell Inc.
-0.14%
-$60,715.2 
AMP Ameriprise Financial, Inc.
-0.14%
-$745.5 
AZZ Azz Inc.
-0.11%
-$4,821.47 
DVA DaVita Inc.
-0.07%
-$400.35 
BNY BlackRock New York Municipal Income Trust
-0.05%
-$959.12 
TDC Teradata Corporation
-0.05%
-$184.22 
AMAT Applied Materials, Inc.
-0.03%
-$401.85 
QCOM QUALCOMM Incorporated
-0.01%
-$94.39 Events
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Dividends
Dividend Analysis
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| Trades 2257 | Longs Won 1325/2257 58% | Profit Factor 6.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.63M |
| Average Win $1.12M | Best Trade (Jul 22) $69.51M | Sharpe Ratio -10.52 |
| Average Loss -$248,993.67 | Worst Trade (Mar 31) -$21M | Z-Score -2.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 6d | Expectancy $552,328.26 |
| 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 | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
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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 John Brim?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $103.17M, AppLovin Corporation Class A Common Stock - $86.5M, Microsoft Corp - $35.06M, Apple Inc - $33.22M, and Costco Wholesale Corporation - $22.46M. 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 - $10.38M, Adobe Inc - $10.06M, and Capital One Financial Corporation - $7.4M. 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 $83.15M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $4.22M, Microsoft Corp - $3.65M, Pfizer Inc - $3.34M, United Parcel Service, Inc - $2.97M, and Exxon Mobil Corporation - $2.79M. 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.
