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:
84.9%
Gain +1.27%
Monthly
1.09%
Yearly
13.91%
Drawdown
24.7%
$279.71M
Equity
Holdings
$279.71M
Investment
$198.75M
$80.64M
Profit +$2.14M
Realized
-$326,074.76
Unrealized
$80.96M
Dividends
$9.48M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.27%
Profit
$2.14M
Win %
85%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$373,265.4
Win %
85%
This Month
Compared to last month
Gain
-0.53%
Profit
-$1.49M
Win %
85%
This Year
Compared to last year
Gain
-0.53%
Profit
-$1.49M
Win %
85%
DAL Delta Air Lines, Inc.
+3.77%
+$6,720.75 
IBM International Business Machines Corporation
+3.65%
+$23,343.87 
SYK Stryker Corporation
+3.54%
+$7,974.96 
AAPL Apple Inc.
+3.53%
+$397,486.4 
HD The Home Depot, Inc.
+2.55%
+$13,934.98 
LMT Lockheed Martin Corporation
+2.46%
+$12,538.91 
PSR Invesco Active U.S. Real Estate Fund
+2.43%
+$30,014.78 
BFST Business First Bancshares, Inc.
+2.27%
+$28,112.67 
CB Chubb Limited
+1.84%
+$4,348.5 
MMM 3M Company
+1.79%
+$6,796.29 
BLK BlackRock, Inc.
+1.78%
+$4,238.79 
NFLX Netflix, Inc.
+1.74%
+$5,440.78 
RTX RTX Corporation
+1.74%
+$5,956.81 
JNJ Johnson & Johnson
+1.59%
+$6,826.89 
SCHD Schwab U.S. Dividend Equity ETF
+1.49%
+$5,190.08 
HBCP Home Bancorp Inc.
+1.37%
+$90,012.5 
GE General Electric Company
+1.35%
+$4,242.82 
KO The Coca-Cola Company
+1.33%
+$8,930.52 
BAC Bank of America Corporation
+1.26%
+$6,222.36 
CSCO Cisco Systems, Inc.
+1.25%
+$3,940.95 
GAB Gabelli Equity Trust Inc.
+1.09%
+$1,054.02 
WMT Walmart Inc.
+0.99%
+$7,410.82 
PM Philip Morris International Inc.
+0.98%
+$3,216.68 
UNP Union Pacific Corporation
+0.98%
+$2,329.23 
COST Costco Wholesale Corporation
+0.97%
+$2,744.83 
ABBV AbbVie Inc.
+0.95%
+$7,166.22 
JPM JPMorgan Chase & Co.
+0.95%
+$51,864.39 
IWS iShares Russell Mid-Cap Value ETF
+0.94%
+$1,997.96 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.93%
+$37,516.16 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.9%
+$2,686.75 
LLY Eli Lilly and Company
+0.86%
+$2,275.85 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$14,198.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$5,680.98 
MCD McDonald's Corporation
+0.75%
+$3,345.75 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$2,192.22 
GOOGL Alphabet Inc
+0.65%
+$11,092.5 
IEFA iShares Core MSCI EAFE ETF
+0.61%
+$82,879.1 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$65,116.8 
PRF Invesco FTSE RAFI US 1000 ETF
+0.52%
+$96,530 
MRK Merck & Co., Inc.
+0.45%
+$1,882.71 
DFUV Dimensional US Marketwide Value ETF
+0.43%
+$1,945.2 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$2,218.88 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.41%
+$69,438.33 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$44,271.98 
PG Procter & Gamble Co
+0.3%
+$648.56 
DFAS Dimensional U.S. Small Cap ETF
+0.25%
+$714.4 
GOOG Alphabet Inc
+0.24%
+$3,064.48 
C Citigroup Inc.
+0.23%
+$660.61 
CVX Chevron Corporation
+0.19%
+$1,295.7 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.18%
+$1,407.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.18%
+$478.38 
BA Boeing Company
+0.14%
+$956.13 
WFC Wells Fargo & Company
+0.14%
+$292.32 
ETR Entergy Corporation
+0.13%
+$281.25 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.12%
+$533.79 
GLD SPDR Gold Shares
+0.1%
+$554.42 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$35,816.25 
IVV iShares Core S&P 500 ETF
+0.1%
+$1,239.48 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$221.9 
VOO Vanguard S&P 500 ETF
+0.08%
+$186.57 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$22,704.2 
XOM Exxon Mobil Corporation
+0.03%
+$664.2 
MSFT Microsoft Corp.
+0.03%
+$1,664.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$613.19 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AMAT Applied Materials, Inc.
-4.72%
-$19,408.04 
LRCX Lam Research Corporation
-4.56%
-$13,681.24 
AMD Advanced Micro Devices, Inc.
-3.29%
-$12,311.55 
AVGO Broadcom Inc.
-2.69%
-$26,269.48 
TSLA Tesla, Inc.
-2.08%
-$16,330.32 
TXN Texas Instruments Inc
-1.9%
-$7,287.27 
META Meta Platforms Inc Class A
-1.8%
-$49,880.41 
NEM Newmont Corporation
-1.61%
-$9,426.33 
GEV GE Vernova Inc.
-1.59%
-$3,468.83 
FV First Trust Dorsey Wright Focus 5 ETF
-1.49%
-$9,417.45 
IWP iShares Russell Mid-Cap Growth ETF
-1.21%
-$3,373.38 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$59,900.25 
IYW iShares U.S. Technology ETF
-1.03%
-$14,294.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.97%
-$2,472.09 
CLST Catalyst Bancorp Inc.
-0.95%
-$4,800 
GBTC Grayscale Bitcoin Trust ETF
-0.94%
-$4,578.27 
NVDA NVIDIA Corporation
-0.92%
-$35,635.01 
RYT Invesco S&P 500 Equal Weight ETF
-0.84%
-$1,711.5 
IBIT iShares Bitcoin Trust
-0.83%
-$12,433.02 
IWF iShares Russell 1000 Growth ETF
-0.79%
-$2,373.5 
AMZN Amazon.com Inc
-0.66%
-$37,196.9 
ETHE Grayscale Ethereum Trust ETF
-0.66%
-$1,630 
CAT Caterpillar Inc.
-0.65%
-$10,824.03 
SPEM SPDR Portfolio Emerging Markets ETF
-0.63%
-$9,235.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.6%
-$46,187.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$2,466.96 
PANW Palo Alto Networks, Inc.
-0.56%
-$3,299.1 
PLTR Palantir Technologies Inc.
-0.36%
-$991.35 
MS Morgan Stanley
-0.33%
-$1,596.68 
RIO Rio Tinto Plc Sponsored ADR
-0.32%
-$667 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$938.3 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.19%
-$422.84 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.12%
-$15,387.36 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.03%
-$104.82 Events
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Dividends
Dividend Analysis
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| Trades 1243 | Longs Won 955/1243 76% | Profit Factor 14.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $446,163.47 |
| Average Win $90,490.6 | Best Trade (Jul 25) $9.96M | Sharpe Ratio -16.55 |
| Average Loss -$20,074.56 | Worst Trade (Jun 29) -$1.9M | Z-Score 33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 4d | Expectancy $64,872.93 |
| 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
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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 - $1.87M, 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 $9.48M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.43M, iShares Core MSCI EAFE ETF - $1.14M, 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.
