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:
54.05%
Gain +1.97%
Monthly
0.67%
Yearly
8.32%
Drawdown
19.45%
$207.89M
Equity
Holdings
$207.89M
Investment
$153.92M
$53.19M
Profit +$3.13M
Realized
-$775,912.36
Unrealized
$53.97M
Dividends
$9.59M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.97%
Profit
$3.13M
Win %
73%
This Week
Compared To Last Week
Gain
2.07%
Profit
$4.21M
Win %
73%
This Month
Compared to last month
Gain
2.07%
Profit
$4.21M
Win %
73%
This Year
Compared to last year
Gain
1.61%
Profit
$3.29M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$942,084.62 
GOOGL Alphabet Inc
+6.73%
+$724,342.92 
MSFT Microsoft Corp.
+3.02%
+$198,456.87 
NVDA NVIDIA Corporation
+2.93%
+$55,261.45 
CVX Chevron Corporation
+2.35%
+$12,072.92 
VZ Verizon Communications Inc.
+1.52%
+$10,492.3 
AMAT Applied Materials, Inc.
+1.18%
+$237,068.7 
VEEV Veeva Systems Inc.
+1.1%
+$36,914.16 
ADP Automatic Data Processing Inc.
+0.98%
+$64,366.43 
SCHW Charles Schwab Corporation
+0.87%
+$52,628.94 
MCD McDonald's Corporation
+0.82%
+$15,307.67 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,285.53 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,866.24 
MO Altria Group, Inc.
+0.57%
+$3,405.09 
STX Seagate Technology Holdings plc
+0.52%
+$2,109.3 
PAYX Paychex Inc.
+0.44%
+$24,636.57 
WST West Pharmaceutical Services, Inc.
+0.4%
+$18,288 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,673.5 
OTIS Otis Worldwide Corporation
+0.36%
+$15,031.38 
GD General Dynamics Corporation
+0.32%
+$11,231.32 
SO The Southern Company
+0.21%
+$1,911.2 
INTU Intuit Inc.
+0.18%
+$2,355.27 
DELL Dell Technologies Inc.
+0.14%
+$14,718.48 
MMM 3M Company
+0.12%
+$1,387.42 
WMT Walmart Inc.
+0.09%
+$6,703.93 
AEP American Electric Power Company, Inc.
+0.06%
+$143.99 
VVV Valvoline Inc.
+0.05%
+$883.4 
DIS The Walt Disney Company
+0.03%
+$862.17 
AAPL Apple Inc.
-7.35%
-$894,170.84 
SYK Stryker Corporation
-6.42%
-$130,688.99 
CPAY Corpay, Inc.
-2.05%
-$55,869.82 
BBY Best Buy Co., Inc.
-1.78%
-$60,097.44 
DHI D.R. Horton, Inc.
-1.7%
-$67,853.42 
CPRT Copart Inc.
-1.52%
-$13,336.65 
FICO Fair Isaac Corporation
-1.45%
-$27,257.77 
NKE Nike, Inc. - Class B
-1.37%
-$39,833.24 
DPZ Domino's Pizza Inc.
-1.37%
-$45,695 
MNST Monster Beverage Corporation
-1.3%
-$45,652.69 
HSY The Hershey Company
-1.23%
-$41,568.18 
LOW Lowe's Companies Inc.
-1.08%
-$13,127.42 
PLD Prologis Inc.
-1.08%
-$2,464.8 
CTAS Cintas Corporation
-1.04%
-$20,649.5 
KO The Coca-Cola Company
-1.02%
-$10,806.3 
UPS United Parcel Service, Inc.
-1%
-$31,842.3 
XOM Exxon Mobil Corporation
-0.97%
-$2,443.41 
O Realty Income Corporation
-0.87%
-$7,171.92 
MCO Moody's Corporation
-0.81%
-$13,234.71 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$3,655.81 
MA Mastercard Incorporated
-0.74%
-$62,951.06 
IWC iShares Micro-Cap ETF
-0.7%
-$1,831.42 
DUK Duke Energy Corporation
-0.67%
-$2,282.28 
AMT American Tower Corporation
-0.63%
-$1,461.91 
PM Philip Morris International Inc.
-0.61%
-$1,830.16 
SBUX Starbucks Corporation
-0.57%
-$37,746 
PRU Prudential Financial, Inc.
-0.56%
-$1,733.27 
SPG Simon Property Group, Inc.
-0.46%
-$2,896.49 
PEP PepsiCo, Inc.
-0.46%
-$17,569.92 
HD The Home Depot, Inc.
-0.42%
-$25,220.52 
AXP American Express Company
-0.38%
-$6,422.34 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,839.23 
COST Costco Wholesale Corporation
-0.24%
-$12,350.6 
V Visa Inc. Class A
-0.04%
-$2,148.99 Events
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Dividends
Dividend Analysis
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| Trades 956 | Longs Won 542/956 56% | Profit Factor 2.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $543,655.19 |
| Average Win $154,031.67 | Best Trade (Aug 07) $10.5M | Sharpe Ratio -9.92 |
| Average Loss -$73,171.54 | Worst Trade (Aug 02) -$3.44M | Z-Score -0.46 (35.21%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 3d | Expectancy $55,640.32 |
| 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% | 0.03% |
| Consecutive Losing Trades | 2,841 | 2,557 | 2,273 | 1,989 | 1,705 | 1,420 | 1,136 | 852 | 568 | 284 |
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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Option values are updated at end of day.
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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 - $4.24M, Alphabet Inc - $1.33M, Costco Wholesale Corporation - $1.32M, Walmart Inc - $1.31M, 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 $9.59M earned over time. The largest contributors to dividend income include United Parcel Service, Inc - $806,186.09, Paychex Inc - $639,421.41, The Home Depot, Inc - $584,094.9, Starbucks Corporation - $564,809.27, 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.
