JCC
Jason Cyril Crawshaw Portfolio
Invests via William Allan Corp | Managed by Jason Cyril Crawshaw, Marcus Crawshaw
Invests via William Allan Corp
Managed by Jason Cyril Crawshaw, Marcus Crawshaw
Automatically Tracked
Jason Cyril Crawshaw Profile
A seasoned entrepreneur, Jason Cyril Crawshaw has established himself as a notable figure in the technology sector, specifically within the software development landscape. His career is marked by a series of successful ventures focused on innovation and market disruption, driving growth and efficiency across diverse platforms. Known for his leadership capabilities, he fosters team-driven environments that promote creativity and collaboration. Crawshaw's expertise extends to capitalizing on emerging trends in digital transformation and operational scalability. His contributions are particularly relevant today as organizations seek to enhance their technological frameworks in an increasingly competitive environment.
A seasoned entrepreneur, Jason Cyril Crawshaw has established himself as a notable figure in the technology sector, specifically within the software development landscape. His career is marked by a series of successful ventures focused on innovation and market disruption, driving growth and efficiency across diverse platforms. Known for his leadership capabilities, he fosters team-driven environments that promote creativity and collaboration. Crawshaw's expertise extends to capitalizing on emerging trends in digital transformation and operational scalability. His contributions are particularly relevant today as organizations seek to enhance their technological frameworks in an increasingly competitive environment.
Investment Philosophy & Strategy
In the dynamic landscape of technology, Jason Cyril Crawshaw exemplifies a founder mindset that drives both innovation and scalability. His acute understanding of market demands guides investment in high-potential software solutions. He navigates opportunities with an entrepreneurial lens, fostering collaboration to streamline operational processes and leverage cutting-edge technologies. This focus on digital transformation underpins his strategic approach, as he emphasizes adaptability in rapidly changing environments. By capitalizing on emerging trends, he not only enhances growth trajectories but also positions ventures at the forefront of competitive advantage.
In the dynamic landscape of technology, Jason Cyril Crawshaw exemplifies a founder mindset that drives both innovation and scalability. His acute understanding of market demands guides investment in high-potential software solutions. He navigates opportunities with an entrepreneurial lens, fostering collaboration to streamline operational processes and leverage cutting-edge technologies. This focus on digital transformation underpins his strategic approach, as he emphasizes adaptability in rapidly changing environments. By capitalizing on emerging trends, he not only enhances growth trajectories but also positions ventures at the forefront of competitive advantage.
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:
57.54%
Gain -0.93%
Monthly
0.58%
Yearly
7.14%
Drawdown
19.45%
$201.54M
Equity
Holdings
$201.54M
Investment
$153.92M
$46.84M
Profit -$1.49M
Realized
-$775,912.36
Unrealized
$47.61M
Dividends
$9.93M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$1.49M
Win %
64%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$628,209.6
Win %
64%
This Month
Compared to last month
Gain
-1.97%
Profit
-$4.04M
Win %
64%
This Year
Compared to last year
Gain
-1.5%
Profit
-$3.07M
Win %
62%
VEEV Veeva Systems Inc.
+2.81%
+$122,049.52 
XOM Exxon Mobil Corporation
+1.9%
+$4,822.92 
CVX Chevron Corporation
+1.73%
+$9,348.5 
MCO Moody's Corporation
+1.41%
+$22,597.87 
MA Mastercard Incorporated
+1.22%
+$100,425.21 
GD General Dynamics Corporation
+1.21%
+$38,389.02 
MO Altria Group, Inc.
+1.06%
+$6,373.63 
PM Philip Morris International Inc.
+1.06%
+$3,133.02 
BRK-B Berkshire Hathaway Inc.
+0.98%
+$9,756.5 
VZ Verizon Communications Inc.
+0.92%
+$6,370.32 
DELL Dell Technologies Inc.
+0.84%
+$121,690.82 
PRU Prudential Financial, Inc.
+0.83%
+$2,461.76 
SCHW Charles Schwab Corporation
+0.71%
+$41,351.31 
V Visa Inc. Class A
+0.38%
+$21,107.49 
DIS The Walt Disney Company
+0.33%
+$9,771.26 
CPAY Corpay, Inc.
+0.14%
+$3,975.68 
KO The Coca-Cola Company
+0.09%
+$960.56 
UPS United Parcel Service, Inc.
+0.06%
+$1,667.93 
MSFT Microsoft Corp.
+0.05%
+$3,497.04 
WMT Walmart Inc.
+0.02%
+$1,340.76 
PAYX Paychex Inc.
-7.16%
-$396,310.63 
MCD McDonald's Corporation
-4.2%
-$73,128.65 
FICO Fair Isaac Corporation
-3.65%
-$54,975.9 
GOOGL Alphabet Inc
-2.58%
-$292,312.82 
AMZN Amazon.com Inc
-2.25%
-$149,616.03 
DPZ Domino's Pizza Inc.
-2.08%
-$58,770.8 
IWC iShares Micro-Cap ETF
-1.96%
-$5,211.94 
ADP Automatic Data Processing Inc.
-1.9%
-$127,117.98 
O Realty Income Corporation
-1.87%
-$13,575.42 
HD The Home Depot, Inc.
-1.74%
-$96,163.38 
DHI D.R. Horton, Inc.
-1.74%
-$68,677.5 
IWO iShares Russell 2000 Growth ETF
-1.65%
-$7,884.07 
LOW Lowe's Companies Inc.
-1.63%
-$18,505.61 
AMAT Applied Materials, Inc.
-1.47%
-$278,453.93 
CTAS Cintas Corporation
-1.31%
-$24,856 
CPRT Copart Inc.
-1.3%
-$11,066.46 
NVDA NVIDIA Corporation
-1.26%
-$27,969.42 
SO The Southern Company
-1.23%
-$10,033.8 
STX Seagate Technology Holdings plc
-1.19%
-$5,176.08 
SBUX Starbucks Corporation
-1.18%
-$70,459.2 
AEP American Electric Power Company, Inc.
-1.14%
-$2,818.09 
INTU Intuit Inc.
-1.13%
-$13,635.64 
DUK Duke Energy Corporation
-1.07%
-$3,396.25 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$7,982.83 
VVV Valvoline Inc.
-0.89%
-$11,263.35 
PLD Prologis Inc.
-0.81%
-$1,716 
SYK Stryker Corporation
-0.72%
-$11,524.48 
IWP iShares Russell Mid-Cap Growth ETF
-0.64%
-$3,720.16 
AAPL Apple Inc.
-0.61%
-$75,851 
MNST Monster Beverage Corporation
-0.58%
-$18,332.97 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$1,827.56 
WST West Pharmaceutical Services, Inc.
-0.46%
-$22,960.23 
BBY Best Buy Co., Inc.
-0.42%
-$15,409.6 
AXP American Express Company
-0.38%
-$5,916.73 
AMT American Tower Corporation
-0.36%
-$837.27 
PEP PepsiCo, Inc.
-0.33%
-$11,804.79 
SPG Simon Property Group, Inc.
-0.31%
-$1,705.41 
COST Costco Wholesale Corporation
-0.25%
-$12,188.09 
OTIS Otis Worldwide Corporation
-0.15%
-$6,070.48 
NKE Nike, Inc. - Class B
-0.04%
-$1,030.03 
MMM 3M Company
-0.02%
-$264.28 
HSY The Hershey Company
-0.01%
-$286.21 Events
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Dividends
Dividend Analysis
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| Trades 956 | Longs Won 508/956 53% | Profit Factor 2.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $547,052.42 |
| Average Win $161,010.38 | Best Trade (Aug 13) $11.09M | Sharpe Ratio -9.92 |
| Average Loss -$78,023.84 | Worst Trade (Sep 17) -$3.6M | Z-Score -3.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w 1d | Expectancy $48,994.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 2,584 | 2,326 | 2,067 | 1,809 | 1,550 | 1,292 | 1,034 | 775 | 517 | 258 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,467 | $6.46M | $12.31M | - | $5.85M | 90.49% | -0.612% |
| ADP Automatic Data Processing Inc. | 24,852 | $6.14M | $6.57M | - | $430,390.45 | 7.01% | -1.897% |
| AEP American Electric Power Company, Inc. | 2,057 | $237,224.21 | $244,577.3 | - | $7,353.09 | 3.1% | -1.139% |
| AMAT Applied Materials, Inc. | 40,181 | $6.11M | $18.71M | - | $12.6M | 206.37% | -1.467% |
| AMT American Tower Corporation | 1,329 | $232,126.55 | $232,069.98 | - | -$56.57 | -0.02% | -0.359% |
| AMZN Amazon.com Inc | 26,111 | $3.71M | $6.51M | - | $2.79M | 75.24% | -2.247% |
| AXP American Express Company | 5,057 | $726,399.11 | $1.54M | - | $810,423.19 | 111.57% | -0.384% |
| BBY Best Buy Co., Inc. | 38,524 | $3.05M | $3.64M | - | $584,248.45 | 19.14% | -0.422% |
| BRK-B Berkshire Hathaway Inc. | 1,975 | $723,794.81 | $1M | - | $280,354.44 | 38.73% | +0.981% |
| COST Costco Wholesale Corporation | 5,417 | $3.07M | $4.86M | - | $1.79M | 58.1% | -0.25% |
| CPAY Corpay, Inc. | 6,975 | $2.39M | $2.74M | - | $359,750.93 | 15.08% | +0.145% |
| CPRT Copart Inc. | 29,637 | $1.32M | $842,330.96 | - | -$476,103.34 | -36.11% | -1.297% |
| CTAS Cintas Corporation | 9,560 | $1.63M | $1.88M | - | $249,707.18 | 15.36% | -1.308% |
| CVX Chevron Corporation | 2,671 | $412,951.37 | $550,039.03 | - | $137,087.66 | 33.2% | +1.729% |
| DELL Dell Technologies Inc. | 26,283 | $2.72M | $14.55M | - | $11.83M | 434.45% | +0.843% |
| DHI D.R. Horton, Inc. | 27,471 | $2.94M | $3.89M | - | $954,517.28 | 32.51% | -1.735% |
| DIS The Walt Disney Company | 28,739 | $3.87M | $2.99M | - | -$881,403.77 | -22.75% | +0.327% |
| DPZ Domino's Pizza Inc. | 9,500 | $4.09M | $2.76M | - | -$1.33M | -32.41% | -2.082% |
| DUK Duke Energy Corporation | 2,717 | $332,556.14 | $312,618.02 | - | -$19,938.12 | -6% | -1.075% |
| FICO Fair Isaac Corporation | 1,645 | $2.2M | $1.45M | - | -$749,352.56 | -34.08% | -3.655% |
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FAQ
Which stocks have generated the highest profits for Jason Cyril Crawshaw?
The largest contributions to the portfolio's profits come from the following stocks: Applied Materials, Inc - $4.26M, Alphabet Inc - $1.34M, Walmart Inc - $1.33M, Costco Wholesale Corporation - $1.32M, and Garmin Ltd - $1.28M. 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: PayPal Holdings Inc - $2.23M, Brown-Forman Corporation - $2.03M, Zoetis Inc - $1.07M, McCormick & Company, Incorporated - $1.05M, and lululemon athletica inc - $994,459.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jason Cyril Crawshaw's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.93M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $855,920.73, Paychex Inc - $639,421.41, The Home Depot, Inc - $626,370.42, Starbucks Corporation - $603,813.47, and Automatic Data Processing Inc - $513,807.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jason Cyril Crawshaw's monthly returns?
Jason Cyril Crawshaw'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 Jason Cyril Crawshaw's strategy be considered aggressive or moderate?
Jason Cyril Crawshaw'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 Jason Cyril Crawshaw's strategy?
Jason Cyril Crawshaw'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.
