ABH
Alexander B. Harcus Portfolio
Invests via Montz Harcus Wealth Management LLC | Managed by Alexander B. Harcus
Invests via Montz Harcus Wealth Management LLC
Managed by Alexander B. Harcus
Automatically Tracked
Alexander B. Harcus Profile
A seasoned entrepreneur, Alexander B. Harcus has successfully led multiple ventures in technology and finance sectors. With a strong focus on innovation and market expansion, he has spearheaded initiatives that bridge gaps between emerging technologies and traditional financial practices. His extensive experience encompasses operational leadership roles where strategic growth and sustainability were paramount. Alexander's background in engineering, combined with his acute business acumen, positions him uniquely to navigate complex industry landscapes effectively. This intersection of skills not only enhances his influence within the entrepreneurial community but also underscores his relevance as a key player in shaping future investment trends.
A seasoned entrepreneur, Alexander B. Harcus has successfully led multiple ventures in technology and finance sectors. With a strong focus on innovation and market expansion, he has spearheaded initiatives that bridge gaps between emerging technologies and traditional financial practices. His extensive experience encompasses operational leadership roles where strategic growth and sustainability were paramount. Alexander's background in engineering, combined with his acute business acumen, positions him uniquely to navigate complex industry landscapes effectively. This intersection of skills not only enhances his influence within the entrepreneurial community but also underscores his relevance as a key player in shaping future investment trends.
Investment Philosophy & Strategy
Opportunity arises at the intersection of technological advancement and market evolution, a realm where Alexander B. Harcus excels. His strategic insight stems from deep industry experience in technology-driven businesses, allowing him to identify investment prospects with high growth potential. An unwavering commitment to innovation serves as his guiding principle; he seeks ventures that not only promise profitability but also have transformative capabilities within their sectors. By leveraging his operational leadership background, he emphasizes adaptability and scalability in new initiatives, effectively addressing contemporary challenges in finance and technology.
Opportunity arises at the intersection of technological advancement and market evolution, a realm where Alexander B. Harcus excels. His strategic insight stems from deep industry experience in technology-driven businesses, allowing him to identify investment prospects with high growth potential. An unwavering commitment to innovation serves as his guiding principle; he seeks ventures that not only promise profitability but also have transformative capabilities within their sectors. By leveraging his operational leadership background, he emphasizes adaptability and scalability in new initiatives, effectively addressing contemporary challenges in finance and technology.
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:
99.68%
Gain -1.18%
Monthly
1.15%
Yearly
14.66%
Drawdown
24.73%
$287.91M
Equity
Holdings
$287.91M
Investment
$198.75M
$88.43M
Profit -$1.99M
Realized
-$730,855.52
Unrealized
$89.16M
Dividends
$9.62M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.18%
Profit
-$1.99M
Win %
87%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$2.49M
Win %
87%
This Month
Compared to last month
Gain
-0.28%
Profit
-$800,647.82
Win %
87%
This Year
Compared to last year
Gain
2.38%
Profit
$6.7M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$865,847.6 
GOOG Alphabet Inc
+6.88%
+$93,855.42 
GOOGL Alphabet Inc
+6.73%
+$121,585.17 
META Meta Platforms Inc Class A
+3.28%
+$80,832.92 
MSFT Microsoft Corp.
+3.02%
+$188,854.78 
NVDA NVIDIA Corporation
+2.93%
+$105,977.73 
CVX Chevron Corporation
+2.35%
+$15,829.04 
CSCO Cisco Systems, Inc.
+2.14%
+$6,791.85 
PANW Palo Alto Networks, Inc.
+1.89%
+$11,026.95 
CLST Catalyst Bancorp Inc.
+1.85%
+$9,299.97 
LMT Lockheed Martin Corporation
+1.5%
+$7,723.85 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$111,786.46 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,232.32 
GE General Electric Company
+1.42%
+$4,511.91 
WFC Wells Fargo & Company
+1.19%
+$2,484.72 
AMAT Applied Materials, Inc.
+1.18%
+$4,312.91 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$3,029.74 
UNP Union Pacific Corporation
+0.92%
+$2,079.94 
IBM International Business Machines Corporation
+0.86%
+$5,913.3 
GEV GE Vernova Inc.
+0.85%
+$1,753.41 
MCD McDonald's Corporation
+0.82%
+$3,755.42 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$11,256.18 
TSLA Tesla, Inc.
+0.76%
+$5,786.67 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,247.25 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$255,013.08 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,710.73 
CAT Caterpillar Inc.
+0.7%
+$10,563.19 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$8,092.57 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,576 
HBCP Home Bancorp Inc.
+0.68%
+$45,480 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$267,909.56 
PLTR Palantir Technologies Inc.
+0.65%
+$1,762.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$34,361.16 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,431.21 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$1,163.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$10,815.5 
IYW iShares U.S. Technology ETF
+0.46%
+$6,275.78 
RTX RTX Corporation
+0.39%
+$1,378.44 
AVGO Broadcom Inc.
+0.37%
+$3,585.6 
PG Procter & Gamble Co
+0.37%
+$781.22 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$6,472.8 
BAC Bank of America Corporation
+0.36%
+$1,777.82 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,096.11 
MRK Merck & Co., Inc.
+0.32%
+$1,308.34 
JPM JPMorgan Chase & Co.
+0.27%
+$14,728.86 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$972.6 
JNJ Johnson & Johnson
+0.21%
+$876.09 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$34,475 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$635.52 
MS Morgan Stanley
+0.17%
+$821.16 
CB Chubb Limited
+0.15%
+$354.57 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,055.4 
MMM 3M Company
+0.12%
+$471.01 
C Citigroup Inc.
+0.1%
+$277.01 
WMT Walmart Inc.
+0.09%
+$692.61 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$857,954.8 
SYK Stryker Corporation
-6.42%
-$15,794.38 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$7,661 
IBIT iShares Bitcoin Trust
-2.89%
-$43,209.84 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$13,929.63 
ABBV AbbVie Inc.
-2.51%
-$19,002.39 
BA Boeing Company
-2.15%
-$15,693.69 
NEM Newmont Corporation
-2.14%
-$12,630.05 
NFLX Netflix, Inc.
-2%
-$6,619.64 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,412.57 
LRCX Lam Research Corporation
-1.58%
-$4,413.31 
GLD SPDR Gold Shares
-1.49%
-$8,199.57 
DAL Delta Air Lines, Inc.
-1.3%
-$2,501.25 
TXN Texas Instruments Inc
-1.08%
-$4,067.97 
KO The Coca-Cola Company
-1.02%
-$7,442.1 
XOM Exxon Mobil Corporation
-0.97%
-$20,324.52 
BLK BlackRock, Inc.
-0.73%
-$1,827.42 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$92,323.9 
GAB Gabelli Equity Trust Inc.
-0.71%
-$702.68 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$90,023.85 
PM Philip Morris International Inc.
-0.61%
-$2,018.96 
PSR Invesco Active U.S. Real Estate Fund
-0.53%
-$6,662.21 
LLY Eli Lilly and Company
-0.53%
-$1,373.12 
FV First Trust Dorsey Wright Focus 5 ETF
-0.5%
-$3,148.12 
HD The Home Depot, Inc.
-0.42%
-$2,342.18 
ETR Entergy Corporation
-0.38%
-$768.75 
BFST Business First Bancshares, Inc.
-0.38%
-$4,889.16 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$759 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$888.81 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$670.29 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$576.6 
COST Costco Wholesale Corporation
-0.24%
-$697.67 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$8,952.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$767.7 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$889.65 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$500.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,273.93 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$488.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$13,854.59 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$554.72 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$314.46 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$190.2 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$12,858.69 Events
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Dividends
Dividend Analysis
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| Trades 1243 | Longs Won 973/1243 78% | Profit Factor 16.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $486,384.71 |
| Average Win $96,600.65 | Best Trade (Aug 14) $11.43M | Sharpe Ratio -16.52 |
| Average Loss -$20,618.02 | Worst Trade (Jun 29) -$1.9M | Z-Score 37.71 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1d | Expectancy $71,138.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,990 | $6.25M | $10.81M | - | $4.55M | 72.83% | -7.354% |
| ABBV AbbVie Inc. | 2,937 | $506,725.5 | $737,010.78 | - | $230,285.28 | 45.45% | -2.513% |
| AMAT Applied Materials, Inc. | 731 | $257,853.9 | $371,106.78 | - | $113,252.88 | 43.92% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 694 | $403,151.52 | $330,448.09 | - | -$72,703.43 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 23,998 | $4.01M | $6.52M | - | $2.5M | 62.34% | +15.321% |
| AVGO Broadcom Inc. | 2,490 | $254,855.11 | $969,307.2 | - | $714,452.09 | 280.34% | +0.371% |
| BA Boeing Company | 3,297 | $638,358.39 | $712,613.58 | - | $74,255.19 | 11.63% | -2.155% |
| BAC Bank of America Corporation | 8,081 | $302,099.61 | $500,617.95 | - | $198,518.34 | 65.71% | +0.356% |
| BFST Business First Bancshares, Inc. | 40,743 | $1.13M | $1.3M | - | $164,390.92 | 14.52% | -0.376% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 5,931 | $450,611.89 | $448,027.74 | - | -$2,584.15 | -0.57% | -0.198% |
| BLK BlackRock, Inc. | 229 | $220,231.14 | $249,699.31 | - | $29,468.17 | 13.38% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 3,480 | $1.17M | $1.78M | - | $606,984.63 | 51.74% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 3,170 | $249,390.35 | $245,928.6 | - | -$3,461.75 | -1.39% | -0.077% |
| C Citigroup Inc. | 2,131 | $218,835.84 | $282,250.95 | - | $63,415.11 | 28.98% | +0.098% |
| CAT Caterpillar Inc. | 1,863 | $480,941.63 | $1.52M | - | $1.04M | 215.63% | +0.701% |
| CB Chubb Limited | 669 | $209,551.4 | $234,604.91 | - | $25,053.51 | 11.96% | +0.151% |
| CLST Catalyst Bancorp Inc. | 30,000 | $349,500 | $511,799.97 | - | $162,299.97 | 46.44% | +1.851% |
| COST Costco Wholesale Corporation | 306 | $172,431.89 | $291,278.34 | - | $118,846.45 | 68.92% | -0.239% |
| CSCO Cisco Systems, Inc. | 2,795 | $221,161.2 | $324,192.05 | - | $103,030.85 | 46.59% | +2.14% |
| CVX Chevron Corporation | 3,502 | $505,239.8 | $689,298.66 | - | $184,058.86 | 36.43% | +2.35% |
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FAQ
Which stocks have generated the highest profits for Alexander B. Harcus?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $1.88M, iShares Core MSCI EAFE ETF - $1.13M, Vanguard High Dividend Yield ETF - $867,313.12, SPDR Portfolio Developed World ex-US ETF - $836,914.56, and iShares U.S. Technology ETF - $661,574.03. 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: Akre Focus ETF - $2.13M, SPDR S&P 600 Small Cap ETF - $302,873.06, First Trust US Equity Opportunities ETF - $228,642.76, Pfizer Inc - $159,930.42, and Tesla, Inc - $104,986.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alexander B. Harcus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.62M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.44M, iShares Core MSCI EAFE ETF - $1.13M, Vanguard High Dividend Yield ETF - $868,073.27, SPDR Portfolio Developed World ex-US ETF - $836,914.56, and SPDR Portfolio S&P 400 Mid Cap ETF - $655,534.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alexander B. Harcus's monthly returns?
Alexander B. Harcus'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 Alexander B. Harcus's strategy be considered aggressive or moderate?
Alexander B. Harcus'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 Alexander B. Harcus's strategy?
Alexander B. Harcus'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.
