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:
79.96%
Gain +0.01%
Monthly
1.13%
Yearly
14.5%
Drawdown
18.08%
$2.25B
Equity
Holdings
$2.25B
Investment
$1.58B
$1.27B
Profit +$206,926.16
Realized
$477.1M
Unrealized
$795.6M
Dividends
$79.64M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$206,926.16
Win %
64%
This Week
Compared To Last Week
Gain
0.01%
Profit
$206,926.16
Win %
64%
This Month
Compared to last month
Gain
0.01%
Profit
$214,846.52
Win %
64%
This Year
Compared to last year
Gain
4.67%
Profit
$124.82M
Win %
63%
ROKU Roku, Inc.
+20.08%
+$384,848.44 
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$328,701.51 
COHR Coherent Corp.
+5.9%
+$224,152.59 
KLAC KLA Corporation
+5.55%
+$7.54M 
FN Fabrinet
+4.94%
+$77,276.27 
AMD Advanced Micro Devices, Inc.
+4.73%
+$3.39M 
STEP StepStone Group Inc.
+4.4%
+$23,795.75 
PRIM Primoris Services Corporation
+4.39%
+$39,126.2 
ANET Arista Networks, Inc.
+4.37%
+$2.77M 
PACS Pacs Group Inc.
+4.37%
+$36,475.44 
QCOM QUALCOMM Incorporated
+4.32%
+$41,320.87 
NCNO nCino, Inc.
+3.94%
+$8,669.26 
WTS Watts Water Technologies Inc.
+3.81%
+$81,727.23 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$1.81M 
GEV GE Vernova Inc.
+3.73%
+$16,833.39 
LITE Lumentum Holdings Inc.
+3.59%
+$35,039.09 
PWR Quanta Services Inc.
+3.58%
+$113,790.35 
EVTC Evertec, Inc.
+3.46%
+$15,573.36 
KGC Kinross Gold Corporation
+2.9%
+$225,770.4 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$60,720.11 
CME CME Group Inc.
+2.8%
+$44,100.06 
PNFP Pinnacle Financial Partners Inc.
+2.79%
+$22,068.26 
SCHW Charles Schwab Corporation
+2.71%
+$926,339.23 
AMAT Applied Materials, Inc.
+2.64%
+$39,140.16 
PLXS Plexus Corp.
+2.46%
+$34,244.7 
DVA DaVita Inc.
+2.37%
+$11,374.65 
JPM JPMorgan Chase & Co.
+2.31%
+$1.02M 
HCA HCA Healthcare Inc.
+2.29%
+$23,816.44 
VMC Vulcan Materials Company
+2.24%
+$12,560 
IBKR Interactive Brokers Group Inc.
+2.23%
+$36,380.52 
AXP American Express Company
+2.18%
+$1.08M 
JBL Jabil Inc.
+2.1%
+$1.31M 
NTRS Northern Trust Corporation
+2.1%
+$14,360 
AMP Ameriprise Financial, Inc.
+1.94%
+$9,187.5 
FIX Comfort Systems USA, Inc.
+1.85%
+$2.04M 
D Dominion Energy, Inc.
+1.83%
+$7,808 
TSLA Tesla, Inc.
+1.82%
+$30,772.56 
HBAN Huntington Bancshares Incorporated
+1.8%
+$667,664.05 
HLNE Hamilton Lane Inc.
+1.73%
+$3,969.83 
CCEP Coca-Cola Europacific Partners PLC
+1.69%
+$120,352.65 
STT State Street Corp
+1.69%
+$13,899.95 
VRT Vertiv Holdings Co
+1.68%
+$5,738.5 
IRM Iron Mountain Inc.
+1.65%
+$20,700 
ARLO Arlo Technologies Inc.
+1.65%
+$11,241.09 
WAY Waystar Holding Corp.
+1.63%
+$4,438.2 
HUBB Hubbell Inc.
+1.61%
+$656,591.52 
EXC Exelon Corporation
+1.54%
+$7,700 
VICI Vici Properties Inc.
+1.53%
+$30,100 
CM Canadian Imperial Bank of Commerce
+1.45%
+$142,592.4 
MET MetLife Inc.
+1.44%
+$37,800 
TPR Tapestry Inc.
+1.4%
+$676,976.58 
ADI Analog Devices, Inc.
+1.37%
+$966,814.61 
MCO Moody's Corporation
+1.36%
+$4,793.85 
OI O-I Glass, Inc.
+1.33%
+$6,073.2 
ABBV AbbVie Inc.
+1.32%
+$9,380.24 
QTWO Q2 Holdings Inc.
+1.32%
+$17,135.34 
AVAH Aveanna Healthcare Holdings Inc.
+1.29%
+$23,730.21 
RMD ResMed Inc.
+1.24%
+$5,473.1 
CAH Cardinal Health Inc.
+1.22%
+$8,118.45 
VLO Valero Energy Corporation
+1.2%
+$28,336.1 
LRCX Lam Research Corporation
+1.18%
+$17,747.77 
KLIC Kulicke & Soffa Industries, Inc.
+1.17%
+$14,998.19 
STLD Steel Dynamics Inc.
+1.15%
+$19,260.12 
INDA ISHARES MSCI INDIA ETF
+1.13%
+$15,800.4 
APAM Artisan Partners Asset Management Inc.
+1.13%
+$5,374.4 
DTE DTE Energy Company
+1.12%
+$4,890.03 
ETR Entergy Corporation
+1.11%
+$7,320 
JNJ Johnson & Johnson
+1.07%
+$381,307.34 
MPC Marathon Petroleum Corporation
+1.06%
+$257,722.64 
DELL Dell Technologies Inc.
+1.05%
+$6,180 
FFIN First Financial Bankshares Inc.
+1.05%
+$2,491.65 
V Visa Inc. Class A
+1.05%
+$12,935.91 
XYL Xylem Inc.
+0.94%
+$6,179.99 
ALL Allstate Corporation
+0.94%
+$6,385.97 
COLL Collegium Pharmaceutical Inc.
+0.87%
+$6,585.3 
PAHC Phibro Animal Health Corporation
+0.86%
+$6,755.67 
ED Consolidated Edison, Inc.
+0.84%
+$4,500 
BKNG Booking Holdings Inc.
+0.82%
+$367,537.5 
MTDR Matador Resources Company
+0.8%
+$5,405.52 
MWA Mueller Water Products Inc.
+0.78%
+$6,512.6 
GE General Electric Company
+0.76%
+$8,028.88 
PSX Phillips 66
+0.76%
+$13,707.8 
MA Mastercard Incorporated
+0.71%
+$7,349.46 
COST Costco Wholesale Corporation
+0.68%
+$412,219.46 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$98,506.39 
WMB The Williams Companies, Inc.
+0.64%
+$6,900.03 
TDC Teradata Corporation
+0.61%
+$2,456.2 
FHN First Horizon Corporation
+0.6%
+$13,500 
ACGL Arch Capital Group Ltd
+0.58%
+$218,560.87 
PCTY Paylocity Holding Corporation
+0.56%
+$4,212.66 
ZWS Zurn Elkay Water Solutions Corporation
+0.54%
+$9,998.82 
GOOGL Alphabet Inc
+0.53%
+$501,604.2 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$1,963.19 
AZZ Azz Inc.
+0.49%
+$21,623.83 
HSY The Hershey Company
+0.45%
+$2,673.2 
GOOG Alphabet Inc
+0.45%
+$17,086.4 
BMY Bristol-Myers Squibb Company
+0.4%
+$3,185.5 
DG Dollar General Corporation
+0.4%
+$123,383.5 
AIT Applied Industrial Technologies Inc.
+0.38%
+$5,309.35 
ROK Rockwell Automation, Inc.
+0.38%
+$13,377 
EAT Brinker International Inc.
+0.37%
+$12,133.56 
QLYS Qualys, Inc.
+0.37%
+$1,975.79 
UPWK Upwork Inc.
+0.35%
+$1,579.83 
PODD Insulet Corporation
+0.34%
+$1,069.47 
WEC WEC Energy Group Inc.
+0.33%
+$5,823.8 
CDNS Cadence Design Systems, Inc.
+0.32%
+$158,928.18 
XOM Exxon Mobil Corporation
+0.28%
+$77,477.64 
ADUS Addus HomeCare Corporation
+0.26%
+$1,382.39 
BTSG BrightSpring Health Services, Inc.
+0.24%
+$7,975.39 
BP BP p.l.c. Sponsored ADR
+0.23%
+$5,786 
ESTC Elastic N.V.
+0.22%
+$4,831.84 
WDAY Workday Inc.
+0.21%
+$46,909.53 
AVPT AvePoint, Inc.
+0.18%
+$1,242.4 
NVDA NVIDIA Corporation
+0.16%
+$20,199.68 
HAS Hasbro Inc.
+0.15%
+$70,932.94 
EXTR Extreme Networks, Inc.
+0.13%
+$2,560 
PH Parker-Hannifin Corporation
+0.12%
+$89,998.29 
LVS Las Vegas Sands Corp.
+0.12%
+$749.16 
EXPE Expedia Group, Inc.
+0.1%
+$1,186.8 
MSFT Microsoft Corp.
+0.1%
+$70,105.85 
CL Colgate-Palmolive Company
+0.07%
+$614.22 
ETSY Etsy Inc.
+0.06%
+$425.84 
TJX The TJX Companies, Inc.
+0.04%
+$18,525.99 
HWM Howmet Aerospace Inc.
+0.03%
+$234.64 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$18.5 
AMOT Allied Motion Technologies, Inc.
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
BOX
0%
$0 
NCBS Nicolet Bankshares Inc
0%
$0 
AVAV AeroVironment Inc.
-7.14%
-$65,550 
RDDT Reddit Inc Class A
-6.44%
-$56,201.66 
RBRK Rubrik, Inc.
-4.56%
-$41,082.52 
ADSK Autodesk, Inc.
-3.47%
-$52,179.27 
CVSA Adtalem Global Education Inc.
-2.65%
-$92,118.81 
LLY Eli Lilly and Company
-2.41%
-$59,170.04 
PLTR Palantir Technologies Inc.
-2.36%
-$14,501.38 
CARG CarGurus, Inc.
-1.84%
-$8,659.8 
NUTX Nutex Health Inc.
-1.77%
-$34,157.13 
KTB Kontoor Brands Inc.
-1.74%
-$10,506.98 
HALO Halozyme Therapeutics Inc.
-1.74%
-$6,063.9 
MEDP Medpace Holdings Inc.
-1.63%
-$800,851.92 
AAPL Apple Inc.
-1.52%
-$1.4M 
YOU Clear Secure Inc.
-1.47%
-$50,408.25 
VEEV Veeva Systems Inc.
-1.24%
-$215,965.52 
AMZN Amazon.com Inc
-1.23%
-$53,045.98 
WAT Waters Corporation
-1.17%
-$326,745.74 
NFLX Netflix, Inc.
-1.14%
-$402,004.59 
OKTA Okta Inc.
-1.03%
-$456,297.05 
AVGO Broadcom Inc.
-0.91%
-$884,919.76 
MMSI Merit Medical Systems, Inc.
-0.54%
-$2,309.4 
RBLX Roblox Corporation
-0.41%
-$2,174.4 
LMAT Lemaitre Vascular Inc.
-0.41%
-$2,654.3 
MCK McKesson Corporation
-0.4%
-$196,555.33 
CRM Salesforce Inc
-0.34%
-$2,298.24 
CBOE Cboe Global Markets Inc.
-0.34%
-$156,147.16 
DIS The Walt Disney Company
-0.3%
-$81,764.73 
META Meta Platforms Inc Class A
-0.26%
-$122,398.24 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$3,549.5 
PEGA Pegasystems Inc.
-0.15%
-$1,351.65 
W Wayfair Inc.
-0.12%
-$614.79 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$6,133.12 
DAR Darling Ingredients Inc.
-0.02%
-$64.25 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2257 | Longs Won 1269/2257 56% | Profit Factor 6.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.94M |
| Average Win $1.18M | Best Trade (Jun 14) $83.48M | Sharpe Ratio -9.19 |
| Average Loss -$231,032.42 | Worst Trade (Mar 31) -$21M | Z-Score -0.53 (40.73%) |
| Commissions $0 | Avg. Trade Length 1y 2m | Expectancy $563,889.99 |
| 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 | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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