John Nowicki Portfolio
Invests via LCM Capital Management Inc. | Managed by John Nowicki, Gary Wozny
Invests via LCM Capital Management Inc.
Managed by John Nowicki, Gary Wozny
Automatically Tracked
John Nowicki Profile
With a rich background in technology development and operational leadership, John Nowicki is positioned as a key player in the digital innovation landscape. His experience spans multiple industries where he has successfully led teams to bring cutting-edge products to market. An entrepreneurial mindset drives his focus on transforming visionary ideas into sustainable businesses, positioning him effectively for engagement with both startups and established enterprises. John's insights into market trends have not only enhanced product offerings but also created significant growth opportunities within the sectors he engages.
With a rich background in technology development and operational leadership, John Nowicki is positioned as a key player in the digital innovation landscape. His experience spans multiple industries where he has successfully led teams to bring cutting-edge products to market. An entrepreneurial mindset drives his focus on transforming visionary ideas into sustainable businesses, positioning him effectively for engagement with both startups and established enterprises. John's insights into market trends have not only enhanced product offerings but also created significant growth opportunities within the sectors he engages.
Investment Philosophy & Strategy
Through a lens of innovation, John Nowicki emphasizes the intersection of technology and market demand in his investment approach. Drawing from extensive experience in operational leadership, he prioritizes initiatives that marry visionary ideas with pragmatic execution. This entrepreneurial focus ensures agility in recognizing trends while driving substantial growth within various sectors. By fostering collaboration between startups and established companies, he enhances value creation and competitiveness across digital landscapes. His ability to navigate complex market dynamics positions him favorably for identifying transformative opportunities.
Through a lens of innovation, John Nowicki emphasizes the intersection of technology and market demand in his investment approach. Drawing from extensive experience in operational leadership, he prioritizes initiatives that marry visionary ideas with pragmatic execution. This entrepreneurial focus ensures agility in recognizing trends while driving substantial growth within various sectors. By fostering collaboration between startups and established companies, he enhances value creation and competitiveness across digital landscapes. His ability to navigate complex market dynamics positions him favorably for identifying transformative opportunities.
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:
116.57%
Gain +1.02%
Monthly
1.16%
Yearly
14.83%
Drawdown
25.67%
$234.48M
Equity
Holdings
$234.48M
Investment
$136.76M
$107.17M
Profit +$1.61M
Realized
$9.45M
Unrealized
$97.72M
Dividends
$11.67M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.02%
Profit
$1.61M
Win %
75%
This Week
Compared To Last Week
Gain
0.69%
Profit
$1.61M
Win %
75%
This Month
Compared to last month
Gain
0.42%
Profit
$980,767.05
Win %
75%
This Year
Compared to last year
Gain
0.42%
Profit
$980,767.51
Win %
74%
NOK Nokia Corporation Sponsored ADR
+7%
+$31,377.93 
TSLA Tesla, Inc.
+6.25%
+$40,646.88 
ARM Arm Holdings plc ADR
+5.59%
+$16,228.8 
INTC Intel Corporation
+5.03%
+$37,673.77 
LMT Lockheed Martin Corporation
+3.96%
+$88,801.22 
PWR Quanta Services, Inc.
+3.9%
+$16,530.76 
MU Micron Technology Inc.
+3.45%
+$17,301.31 
ANET Arista Networks Inc.
+3.44%
+$24,852.63 
CSCO Cisco Systems, Inc.
+3.43%
+$53,049.1 
DELL Dell Technologies Inc. Class C Common Stock
+3.34%
+$16,272.49 
RTX RTX Corporation
+3.03%
+$64,724.5 
GLW Corning Incorporated
+2.98%
+$17,446.88 
GERN Geron Corporation
+2.68%
+$612 
AMD Advanced Micro Devices Inc.
+2.67%
+$132,039.25 
MRVL Marvell Technology Inc.
+2.65%
+$11,556.42 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+2.58%
+$4,121.98 
AVGO Broadcom Inc.
+2.51%
+$103,360.13 
NVDA NVIDIA Corporation
+2.32%
+$342,965 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+2.3%
+$1,275 
AMRN Amarin Corporation plc ADR
+2.12%
+$15,040.5 
MPWR Monolithic Power Systems Inc.
+1.96%
+$4,327.17 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.83%
+$16,452.74 
NVS Novartis AG Sponsored ADR
+1.81%
+$9,258.46 
PM Philip Morris International Inc.
+1.75%
+$9,000.71 
ASML ASML Holding N.V. NY Registered Shares
+1.74%
+$18,703.31 
GILD Gilead Sciences Inc.
+1.68%
+$23,454.3 
VLO Valero Energy Corporation
+1.47%
+$10,964.8 
SBUX Starbucks Corp.
+1.46%
+$4,432.05 
RIG Transocean Ltd.
+1.33%
+$3,741.95 
QCOM QUALCOMM Incorporated
+1.25%
+$16,988.4 
IDCC InterDigital Inc.
+1.24%
+$4,070 
QQQ Invesco QQQ Trust, Series 1
+1.24%
+$5,669 
MSFT Microsoft Corporation Common Stock
+1.13%
+$125,415.9 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.03%
+$40,244.75 
CAT Caterpillar Inc.
+0.96%
+$3,376.64 
JPM JPMorgan Chase & Co.
+0.94%
+$12,063.06 
SPCX Space Exploration Technologies Corp. Class A
+0.89%
+$2,535.6 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.81%
+$238,237.25 
IWM iShares Russell 2000 ETF
+0.79%
+$154,998.76 
EW Edwards Lifesciences Corporation
+0.75%
+$1,916.2 
SPY State Street SPDR S&P 500 ETF Trust
+0.73%
+$216,172.63 
PLUG Plug Power Inc.
+0.72%
+$104.25 
JNJ Johnson & Johnson
+0.6%
+$16,917.6 
AMZN Amazon.com Inc
+0.59%
+$26,552.61 
TMO Thermo Fisher Scientific Inc.
+0.58%
+$7,608.12 
MCD McDonald's Corporation
+0.55%
+$4,176.87 
EFA iShares MSCI EAFE ETF
+0.53%
+$41,585.68 
GLD SPDR Gold Shares
+0.51%
+$1,185.59 
AMGN Amgen Inc. Common Stock
+0.49%
+$2,050.11 
LLY Eli Lilly and Company
+0.45%
+$1,457.29 
COP ConocoPhillips
+0.44%
+$1,674.33 
XOM ExxonMobil Holdings Corporation
+0.43%
+$8,764.75 
WMT Walmart Inc.
+0.42%
+$15,894.66 
EMR Emerson Electric Co.
+0.41%
+$4,544.39 
SU Suncor Energy Inc.
+0.38%
+$929.1 
BA The Boeing Company
+0.38%
+$1,170.77 
T AT&T Inc.
+0.36%
+$671.92 
VFH Vanguard Financials Index Fund ETF Shares
+0.31%
+$26,343.69 
NEE NextEra Energy Inc.
+0.18%
+$426.01 
CARR Carrier Global Corp.
+0.18%
+$585.2 
ILMN Illumina Inc.
+0.12%
+$327.35 
ETR Entergy Corporation Common Stock
+0.12%
+$536.5 
COST Costco Wholesale Corp
+0.1%
+$2,068.54 
WMB The Williams Companies, Inc.
+0.1%
+$318.29 
SHOP Shopify Inc.
+0.08%
+$260.42 
ORCL Oracle Corporation
+0.07%
+$771.57 
XLU State Street Utilities Select Sector SPDR ETF
+0.07%
+$2,231.73 
CEG Constellation Energy Corporation
+0.03%
+$86.03 
HONIV Honeywell International Inc.
0%
$0 
NNOX Nano-X Imaging Ltd. Ordinary Shares
-6.04%
-$225 
NFLX Netflix Inc.
-4.21%
-$12,665.1 
UAVS AgEagle Aerial Systems, Inc.
-3.88%
-$282 
GLNK Grayscale Chainlink Trust
-3.6%
-$7,600 
ADBE Adobe Inc.
-3.59%
-$23,479.74 
ETHA iShares Ethereum Trust ETF
-3.05%
-$57,708.8 
BCPC Balchem Corporation
-2.94%
-$13,135.2 
VZ Verizon Communications Inc.
-2.91%
-$7,117.5 
GRAB Grab Holdings Ltd. Class A
-2.87%
-$1,200 
GIS General Mills Inc.
-2.81%
-$8,124.34 
COIN Coinbase Global Inc. Class A Common Stock
-2.47%
-$6,138.72 
MSTR Strategy Inc.
-2.32%
-$17,421.21 
NOW ServiceNow Inc.
-2.27%
-$8,780.35 
SOUN SoundHound AI, Inc. Class A Common Stock
-2.25%
-$1,296.2 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-2.02%
-$12,853.26 
DIS The Walt Disney Company
-2%
-$18,434.62 
GSOL Grayscale Solana Trust
-1.98%
-$1,736 
INCY Incyte Corp.
-1.87%
-$4,747.96 
CRM Salesforce, Inc.
-1.86%
-$18,297.8 
IBIT iShares Bitcoin Trust ETF
-1.39%
-$3,808 
ADP Automatic Data Processing Inc.
-1.34%
-$7,472.52 
DVLT Datavault AI Inc. Common Stock
-1.26%
-$18.7 
SLB SLB N.V.
-1.25%
-$2,943.29 
KMI Kinder Morgan Inc.
-1.21%
-$3,957.86 
AAPL Apple Inc.
-1.16%
-$178,670.24 
CL Colgate-Palmolive Co.
-1.07%
-$7,910.32 
NAK Northern Dynasty Minerals Ltd.
-0.87%
-$784.14 
PFE Pfizer Inc.
-0.87%
-$3,771.83 
PG The Procter & Gamble Company
-0.71%
-$5,989.22 
UL Unilever PLC Sponsored ADR
-0.66%
-$6,112.04 
SWKS Skyworks Solutions, Inc.
-0.66%
-$1,560.35 
NUVB Nuvation Bio Inc. Class A Common Stock
-0.66%
-$480 
HD The Home Depot, Inc.
-0.57%
-$7,727.68 
VWO Vanguard FTSE Emerging Markets ETF
-0.54%
-$2,246.93 
SCHW The Charles Schwab Corporation
-0.51%
-$1,605.4 
REGN Regeneron Pharmaceuticals, Inc.
-0.5%
-$2,488.65 
GOOG Alphabet Inc
-0.49%
-$5,407.08 
YUM Yum! Brands, Inc.
-0.49%
-$5,817.88 
LOW Lowe's Companies, Inc.
-0.41%
-$1,450.58 
DNP DNP Select Income Fund Inc.
-0.4%
-$849.48 
XEL Xcel Energy Inc.
-0.38%
-$1,068.31 
GOOGL Alphabet Inc
-0.37%
-$26,462.18 
BMY Bristol-Myers Squibb Company
-0.37%
-$2,006.06 
SAP SAP SE Sponsored ADR
-0.34%
-$1,731.84 
CVX Chevron Corporation
-0.33%
-$6,944.43 
PEP PepsiCo, Inc.
-0.29%
-$2,962.4 
DUK Duke Energy Corporation
-0.29%
-$959.59 
CNQ Canadian Natural Resources Ltd.
-0.25%
-$819.43 
MMM 3M Company
-0.18%
-$479.59 
SO The Southern Company
-0.18%
-$691.68 
FCX Freeport-McMoRan Inc.
-0.12%
-$250.48 
AEP American Electric Power Company, Inc.
-0.09%
-$255.6 
META Meta Platforms Inc Class A
-0.06%
-$1,162.35 
AZO AutoZone, Inc.
-0.04%
-$161 Events
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Dividends
Dividend Analysis
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| Trades 1945 | Longs Won 1293/1945 66% | Profit Factor 14.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $482,780.69 |
| Average Win $89,031.6 | Best Trade (Oct 26) $13.1M | Sharpe Ratio -11.71 |
| Average Loss -$12,187.89 | Worst Trade (Mar 30) -$507,240.7 | Z-Score 9.19 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 1d | Expectancy $55,100.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,280 | $6.45M | $15.22M | - | $8.77M | 135.87% | -1.16% |
| ADBE Adobe Inc. | 2,482 | $1.22M | $631,321.52 | - | -$590,775.47 | -48.34% | -3.586% |
| ADP Automatic Data Processing Inc. | 1,836 | $323,880.92 | $550,965.24 | - | $227,084.32 | 70.11% | -1.338% |
| AEP American Electric Power Company, Inc. | 2,130 | $235,307.54 | $275,984.1 | - | $40,676.56 | 17.29% | -0.093% |
| AMD Advanced Micro Devices Inc. | 9,575 | $1.53M | $5.08M | - | $3.55M | 232% | +2.668% |
| AMGN Amgen Inc. Common Stock | 958 | $221,806.89 | $422,861.2 | - | $201,054.31 | 90.64% | +0.487% |
| AMRN Amarin Corporation plc ADR | 60,162 | $943,167.64 | $724,350.48 | - | -$218,817.16 | -23.2% | +2.12% |
| AMZN Amazon.com Inc | 18,063 | $2.83M | $4.51M | - | $1.67M | 58.97% | +0.593% |
| ANET Arista Networks Inc. | 4,191 | $477,593.03 | $747,255.3 | - | $269,662.27 | 56.46% | +3.44% |
| ARM Arm Holdings plc ADR | 1,380 | $480,998.13 | $306,484.2 | - | -$174,513.93 | -36.28% | +5.591% |
| ASML ASML Holding N.V. NY Registered Shares | 685 | $600,635.44 | $1.1M | - | $494,750.87 | 82.37% | +1.737% |
| AVGO Broadcom Inc. | 12,800 | $1.18M | $4.22M | - | $3.04M | 257.13% | +2.51% |
| AZO AutoZone, Inc. | 140 | $165,961.6 | $447,945.4 | - | $281,983.8 | 169.91% | -0.036% |
| BA The Boeing Company | 1,649 | $362,030.74 | $311,759.94 | - | -$50,270.8 | -13.89% | +0.377% |
| BCPC Balchem Corporation | 2,526 | $297,937.52 | $433,966.8 | - | $136,029.28 | 45.66% | -2.938% |
| BMY Bristol-Myers Squibb Company | 8,722 | $541,722.07 | $534,222.5 | - | -$7,499.57 | -1.38% | -0.374% |
| CARR Carrier Global Corp. | 5,852 | $221,552.44 | $329,701.68 | - | $108,149.24 | 48.81% | +0.178% |
| CAT Caterpillar Inc. | 512 | $339,541.87 | $355,120.64 | - | $15,578.77 | 4.59% | +0.96% |
| CEG Constellation Energy Corporation | 1,229 | $315,546.66 | $311,576.08 | - | -$3,970.58 | -1.26% | +0.028% |
| CL Colgate-Palmolive Co. | 7,832 | $662,190.83 | $728,610.96 | - | $66,420.13 | 10.03% | -1.074% |
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FAQ
Which stocks have generated the highest profits for John Nowicki?
The largest contributions to the portfolio's profits come from the following stocks: Strategy Inc - $4.16M, State Street SPDR S&P 500 ETF Trust - $3.36M, State Street SPDR S&P MidCap 400 ETF Trust - $1.56M, Palantir Technologies Inc. Class A Common Stock - $1.31M, and ExxonMobil Holdings Corporation - $1.21M. 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 - $773,030.14, 3M Company - $229,154.83, The Trade Desk, Inc. Class A Common Stock - $214,740.75, Ethan Allen Interiors Inc - $180,857.98, and Intel Corporation - $166,761.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Nowicki's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.67M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $1.6M, State Street SPDR S&P MidCap 400 ETF Trust - $1.36M, iShares MSCI EAFE ETF - $1.08M, iShares Russell 2000 ETF - $884,535.14, and Vanguard Financials Index Fund ETF Shares - $644,703.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Nowicki's monthly returns?
John Nowicki'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 John Nowicki's strategy be considered aggressive or moderate?
John Nowicki'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 John Nowicki's strategy?
John Nowicki'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.
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