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:
99.71%
Gain +1.46%
Monthly
1.19%
Yearly
15.24%
Drawdown
25.73%
$234.42M
Equity
Holdings
$234.42M
Investment
$134.54M
$108.04M
Profit +$2.39M
Realized
$8.16M
Unrealized
$99.88M
Dividends
$11.24M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.46%
Profit
$2.39M
Win %
73%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$1.8M
Win %
73%
This Month
Compared to last month
Gain
-0.29%
Profit
-$688,382.53
Win %
73%
This Year
Compared to last year
Gain
3.03%
Profit
$6.9M
Win %
74%
DELL Dell Technologies Inc.
+7.97%
+$43,023.76 
MRVL Marvell Technology, Inc.
+4.67%
+$19,473.59 
ANET Arista Networks, Inc.
+4.42%
+$33,908.16 
QCOM QUALCOMM Incorporated
+4.38%
+$60,155.28 
INTC Intel Corporation
+3.92%
+$33,994.5 
ETHA iShares Ethereum Trust
+3.31%
+$67,053.45 
SHOP Shopify Inc.
+3.14%
+$7,364.35 
GLW Corning Incorporated
+2.92%
+$23,552.48 
NOK Nokia Corporation Sponsored ADR
+2.87%
+$16,698.44 
PWR Quanta Services Inc.
+2.83%
+$13,547.02 
MSTR Strategy Inc.
+2.81%
+$22,161.79 
GSOL Grayscale Solana Trust
+2.72%
+$2,296 
ORCL Oracle Corporation
+2.68%
+$35,993.9 
CSCO Cisco Systems, Inc.
+2.5%
+$39,575.28 
CAT Caterpillar Inc.
+2.31%
+$8,630.4 
META Meta Platforms Inc Class A
+2.18%
+$38,693.12 
ARM Arm Holdings plc American Depositary Receipt
+2.15%
+$6,848.44 
BA Boeing Company
+2.11%
+$7,123.68 
MPWR Monolithic Power Systems, Inc.
+2.1%
+$4,632.33 
Q Qnity Electronics Inc.
+2.06%
+$3,957.14 
ASML ASML Holding N.V. New York Registry Shares
+1.87%
+$20,065.5 
CARR Carrier Global Corporation
+1.85%
+$6,272.7 
GERN Geron Corporation
+1.82%
+$510 
GLD SPDR Gold Shares
+1.79%
+$4,309.71 
EMR Emerson Electric Co.
+1.75%
+$18,327.4 
CRM Salesforce Inc
+1.75%
+$16,779 
VLO Valero Energy Corporation
+1.73%
+$11,837.02 
GOOGL Alphabet Inc
+1.65%
+$120,598.14 
COIN Coinbase Global, Inc.
+1.63%
+$4,248.72 
GOOG Alphabet Inc
+1.62%
+$19,353.44 
STM STMicroelectronics N.V.
+1.58%
+$2,400 
AMZN Amazon.com Inc
+1.57%
+$71,445.34 
AMD Advanced Micro Devices, Inc.
+1.5%
+$70,781.95 
GLNK Grayscale Chainlink Trust
+1.46%
+$3,000 
CEG Constellation Energy Corporation
+1.45%
+$5,088.05 
AAPL Apple Inc.
+1.44%
+$209,541.31 
PLUG Plug Power Inc.
+1.43%
+$313.79 
AVGO Broadcom Inc.
+1.42%
+$64,415.02 
HD The Home Depot, Inc.
+1.31%
+$17,244.42 
RXRX Recursion Pharmaceuticals, Inc.
+1.27%
+$600 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.25%
+$1,906.12 
JPM JPMorgan Chase & Co.
+1.24%
+$16,899.79 
HONA Honeywell Aerospace Inc.
+1.18%
+$1,829.1 
EFA iShares MSCI EAFE ETF
+1.16%
+$94,110.62 
AZO AutoZone Inc.
+1.16%
+$4,728.6 
LRCX Lam Research Corporation
+1.11%
+$1,654.99 
VZ Verizon Communications Inc.
+1.08%
+$2,977.56 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$4,782.24 
PM Philip Morris International Inc.
+0.98%
+$4,779.72 
TMO Thermo Fisher Scientific Inc.
+0.98%
+$11,476.1 
SPY SPDR S&P 500 ETF Trust
+0.96%
+$289,804.16 
LOW Lowe's Companies Inc.
+0.96%
+$3,343.41 
IDCC InterDigital, Inc.
+0.95%
+$3,280 
IWM iShares Russell 2000 ETF
+0.91%
+$186,304.87 
JNJ Johnson & Johnson
+0.89%
+$25,453.99 
MDY SPDR S&P MidCap 400 ETF Trust
+0.89%
+$265,152 
NEE NextEra Energy, Inc.
+0.88%
+$2,059 
NVS Novartis AG Sponsored ADR
+0.84%
+$3,842.15 
VWO Vanguard FTSE Emerging Markets ETF
+0.81%
+$3,573.48 
XEL Xcel Energy Inc.
+0.8%
+$2,136.6 
AEP American Electric Power Company, Inc.
+0.75%
+$2,049.72 
PG Procter & Gamble Co
+0.75%
+$5,578.98 
MSFT Microsoft Corp.
+0.75%
+$78,744.64 
PLTR Palantir Technologies Inc.
+0.71%
+$23,489.07 
ETR Entergy Corporation
+0.7%
+$3,176.08 
NFLX Netflix, Inc.
+0.68%
+$2,290.07 
XLU Utilities Select Sector SPDR Fund
+0.68%
+$21,644.51 
SLB Schlumberger Limited
+0.68%
+$1,690.62 
SOUN SoundHound AI Inc.
+0.64%
+$519 
NVDA NVIDIA Corporation
+0.63%
+$94,846.47 
WEC WEC Energy Group Inc.
+0.62%
+$1,113.45 
SBUX Starbucks Corporation
+0.61%
+$1,802.3 
CVX Chevron Corporation
+0.6%
+$11,483.43 
SO The Southern Company
+0.56%
+$2,053.59 
MU Micron Technology, Inc.
+0.56%
+$4,601.61 
WMT Walmart Inc.
+0.49%
+$16,349.84 
UL Unilever PLC Sponsored American Depositary Receipt
+0.49%
+$4,181.4 
DNP DNP Select Income Fund Inc.
+0.47%
+$1,061.85 
DUK Duke Energy Corporation
+0.47%
+$1,459.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.46%
+$40,325.76 
DIS The Walt Disney Company
+0.43%
+$3,832.26 
TSLA Tesla, Inc.
+0.43%
+$2,733.37 
MMM 3M Company
+0.42%
+$1,074.08 
SAP SAP SE Sponsored ADR
+0.41%
+$1,769.64 
GIS General Mills, Inc.
+0.39%
+$1,185.38 
BCPC Balchem Corporation
+0.38%
+$1,591.38 
NOW ServiceNow, Inc.
+0.37%
+$1,167.18 
SRE Sempra
+0.36%
+$687.77 
NAK Northern Dynasty Minerals Ltd.
+0.34%
+$658.22 
CL Colgate-Palmolive Company
+0.25%
+$1,739.1 
XOM Exxon Mobil Corporation
+0.23%
+$4,300.84 
VRTX Vertex Pharmaceuticals Incorporated
+0.21%
+$1,279.72 
GILD Gilead Sciences Inc.
+0.19%
+$2,427.57 
RTX RTX Corporation
+0.18%
+$4,035.96 
KMI Kinder Morgan, Inc.
+0.14%
+$429.17 
PEP PepsiCo, Inc.
+0.12%
+$1,191.43 
AMRN Amarin Corporation plc Sponsored ADR
+0.07%
+$513.62 
NOC Northrop Grumman Corporation
+0.05%
+$96 
WMB The Williams Companies, Inc.
+0.04%
+$136.41 
BMY Bristol-Myers Squibb Company
+0.03%
+$178.6 
INCY Incyte Corporation
+0.02%
+$43.16 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NNOX Nano-X Imaging Ltd.
-2.29%
-$167 
GPUS Hyperscale Data, Inc.
-2.19%
-$8.2 
DVLT Datavault AI Inc.
-1.77%
-$64.8 
CNQ Canadian Natural Resources Limited
-1.3%
-$3,822.72 
ADBE Adobe Inc.
-0.86%
-$5,365.47 
YUM Yum! Brands, Inc.
-0.79%
-$9,100.62 
SCHW Charles Schwab Corporation
-0.62%
-$2,320.85 
LMT Lockheed Martin Corporation
-0.61%
-$12,046.32 
ADP Automatic Data Processing Inc.
-0.57%
-$2,868.22 
SPCX Space Exploration Technologies Corp. Class A
-0.49%
-$1,186.96 
COP ConocoPhillips
-0.41%
-$1,387.1 
NUVB Nuvation Bio Inc.
-0.38%
-$360 
EW Edwards Lifesciences Corporation
-0.25%
-$619.96 
LLY Eli Lilly and Company
-0.23%
-$637 
REGN Regeneron Pharmaceuticals, Inc.
-0.18%
-$877.37 
RIG Transocean Ltd.
-0.17%
-$440.23 
UAVS AgEagle Aerial Systems, Inc.
-0.14%
-$16.8 
PFE Pfizer Inc.
-0.07%
-$288.82 
AMGN Amgen Inc.
-0.07%
-$259.22 
COST Costco Wholesale Corporation
-0.04%
-$770.64 
MCD McDonald's Corporation
-0.01%
-$60.85 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1850 | Longs Won 1216/1850 65% | Profit Factor 15.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $501,139.52 |
| Average Win $95,023.56 | Best Trade (Aug 14) $13.69M | Sharpe Ratio -11.99 |
| Average Loss -$11,837.91 | Worst Trade (Sep 11) -$507,600.26 | Z-Score 9.35 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4w 1d | Expectancy $58,401.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,000 | 18,000 | 16,000 | 14,000 | 12,000 | 10,000 | 8,000 | 6,000 | 4,000 | 2,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 44,726 | $6.51M | $14.82M | - | $8.3M | 127.54% | +1.435% |
| ADBE Adobe Inc. | 2,519 | $1.24M | $621,437.3 | - | -$619,164.13 | -49.91% | -0.856% |
| ADP Automatic Data Processing Inc. | 1,887 | $332,867.12 | $501,583.47 | - | $168,716.35 | 50.69% | -0.569% |
| AEP American Electric Power Company, Inc. | 2,204 | $243,393.52 | $274,177.6 | - | $30,784.08 | 12.65% | +0.753% |
| AMD Advanced Micro Devices, Inc. | 9,338 | $1.39M | $4.77M | - | $3.39M | 244.59% | +1.505% |
| AMGN Amgen Inc. | 997 | $230,773.77 | $381,063.37 | - | $150,289.6 | 65.12% | -0.068% |
| AMRN Amarin Corporation plc Sponsored ADR | 51,362 | $828,767.64 | $721,636.1 | - | -$107,131.54 | -12.93% | +0.071% |
| AMZN Amazon.com Inc | 18,019 | $2.82M | $4.61M | - | $1.79M | 63.27% | +1.574% |
| ANET Arista Networks, Inc. | 4,056 | $450,108.38 | $800,451.6 | - | $350,343.22 | 77.84% | +4.424% |
| ARM Arm Holdings plc American Depositary Receipt | 1,252 | $443,921.65 | $325,081.8 | - | -$118,839.85 | -26.77% | +2.152% |
| ASML ASML Holding N.V. New York Registry Shares | 637 | $513,675.28 | $1.09M | - | $581,283.13 | 113.16% | +1.867% |
| AVGO Broadcom Inc. | 12,618 | $1.12M | $4.62M | - | $3.5M | 313.01% | +1.415% |
| AZO AutoZone Inc. | 142 | $168,332.48 | $413,897.34 | - | $245,564.86 | 145.88% | +1.156% |
| BA Boeing Company | 1,649 | $362,030.74 | $344,838.88 | - | -$17,191.86 | -4.75% | +2.109% |
| BCPC Balchem Corporation | 2,526 | $297,937.52 | $422,599.8 | - | $124,662.28 | 41.84% | +0.378% |
| BMY Bristol-Myers Squibb Company | 8,930 | $554,624.31 | $569,466.1 | - | $14,841.79 | 2.68% | +0.031% |
| CARR Carrier Global Corporation | 5,974 | $226,154.28 | $344,640.06 | - | $118,485.78 | 52.39% | +1.854% |
| CAT Caterpillar Inc. | 465 | $301,434.74 | $382,955.4 | - | $81,520.66 | 27.04% | +2.306% |
| CEG Constellation Energy Corporation | 1,229 | $315,546.66 | $356,545.18 | - | $40,998.52 | 12.99% | +1.448% |
| CL Colgate-Palmolive Company | 7,905 | $668,433.06 | $696,588.6 | - | $28,155.54 | 4.21% | +0.25% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $4.07M, SPDR S&P 500 ETF Trust - $3.11M, SPDR S&P MidCap 400 ETF Trust - $1.49M, Palantir Technologies Inc - $1.31M, and iShares MSCI EAFE ETF - $1.15M. 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 - $229,731.28, The Trade Desk, Inc. Class A - $214,740.75, Ethan Allen Interiors Inc - $180,857.98, and Intel Corporation - $169,590.06. 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 $11.24M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.53M, SPDR S&P MidCap 400 ETF Trust - $1.29M, iShares MSCI EAFE ETF - $1.08M, iShares Russell 2000 ETF - $831,172.1, and Vanguard Financials ETF (primary ticker: VFH) - $616,601.74. 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.
