ASB
Albert Sidney Browning Portfolio
Invests via Integras Partners LLC | Managed by Albert Sidney Browning, Keith David Johnson
Invests via Integras Partners LLC
Managed by Albert Sidney Browning, Keith David Johnson
Automatically Tracked
Seasoned corporate executive and private investor focused on growth-stage technology and industrials. Albert Sidney Browning is known for operational leadership, M&A execution and portfolio oversight across software, manufacturing and energy sectors. Roles have included C-suite and board positions, driving strategic carve-outs, capital raises and integration. Market-facing skills include financial planning, investor relations and value-creation initiatives for mid-market companies seeking scale.
Seasoned corporate executive and private investor focused on growth-stage technology and industrials. Albert Sidney Browning is known for operational leadership, M&A execution and portfolio oversight across software, manufacturing and energy sectors. Roles have included C-suite and board positions, driving strategic carve-outs, capital raises and integration. Market-facing skills include financial planning, investor relations and value-creation initiatives for mid-market companies seeking scale.
Investment Philosophy & Strategy
Prioritizes operationally-driven growth investments in growth-stage technology, industrials and energy. Seeks companies where active board-level stewardship, M&A and capital structuring unlock scale; prefers control or influential minority stakes to implement carve-outs, integration and performance engineering. Time horizon is medium to long-term, emphasis on cash-flow improvement, disciplined capital allocation, measurable KPIs and downside protection via operational fixes.
Prioritizes operationally-driven growth investments in growth-stage technology, industrials and energy. Seeks companies where active board-level stewardship, M&A and capital structuring unlock scale; prefers control or influential minority stakes to implement carve-outs, integration and performance engineering. Time horizon is medium to long-term, emphasis on cash-flow improvement, disciplined capital allocation, measurable KPIs and downside protection via operational fixes.
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:
22.9%
Gain -1.55%
Monthly
1.03%
Yearly
13.16%
Drawdown
12.8%
$182.81M
Equity
Holdings
$182.81M
Investment
$158M
$25.8M
Profit -$2.05M
Realized
$988,567.27
Unrealized
$24.81M
Dividends
$6.03M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.55%
Profit
-$2.05M
Win %
65%
This Week
Compared To Last Week
Gain
-0.66%
Profit
-$1.22M
Win %
65%
This Month
Compared to last month
Gain
-1.11%
Profit
-$2.05M
Win %
65%
This Year
Compared to last year
Gain
0.98%
Profit
$1.77M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$45,929.83 
GOOG Alphabet Inc
+6.88%
+$36,108.84 
GOOGL Alphabet Inc
+6.73%
+$31,120.95 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$18,837.6 
MSFT Microsoft Corp.
+3.02%
+$58,552.34 
NVDA NVIDIA Corporation
+2.93%
+$28,555.75 
CSCO Cisco Systems, Inc.
+2.14%
+$98,849.97 
LNG Cheniere Energy Inc.
+2.13%
+$80,881.29 
PANW Palo Alto Networks, Inc.
+1.89%
+$4,797 
ACN Accenture plc Class A
+1.61%
+$33,256.48 
BUG Global X Cybersecurity ETF
+1.52%
+$9,219.78 
LMT Lockheed Martin Corporation
+1.5%
+$50,356.05 
PWR Quanta Services Inc.
+1.43%
+$5,187.15 
PWRD TCW Transform Systems ETF
+1.38%
+$2,975.28 
OWL Blue Owl Capital Inc.
+1.38%
+$30,536.1 
AMAT Applied Materials, Inc.
+1.18%
+$1,846.71 
ITW Illinois Tool Works Inc.
+1.15%
+$39,009.75 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$3,614.57 
IBM International Business Machines Corporation
+0.86%
+$4,648.89 
MCD McDonald's Corporation
+0.82%
+$23,225.51 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,108.45 
BMY Bristol-Myers Squibb Company
+0.69%
+$26,763.3 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$7,176.06 
IVV iShares Core S&P 500 ETF
+0.69%
+$23,541.76 
QTUM Defiance Quantum ETF
+0.67%
+$13,926.1 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,272.28 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$32,644.05 
SYY Sysco Corporation
+0.63%
+$21,152.83 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$25,106.59 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,976.36 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$12,689.49 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,791.14 
GDEC FT VEST US Equity Moderate B Fund
+0.46%
+$1,104 
IYW iShares U.S. Technology ETF
+0.46%
+$4,747.61 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$6,286.24 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$28,639.36 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,118.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$8,970.09 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$8,180.12 
SMH VanEck Semiconductor ETF
+0.3%
+$842.72 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$1,011.47 
JPM JPMorgan Chase & Co.
+0.27%
+$926.84 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$1,970.04 
NRG NRG Energy, Inc.
+0.24%
+$6,417.08 
SO The Southern Company
+0.21%
+$1,239.6 
JNJ Johnson & Johnson
+0.21%
+$731.93 
CMI Cummins Inc.
+0.19%
+$6,911.47 
USB U.S. Bancorp
+0.17%
+$6,621.24 
TXUE Thornburg International Equity ETF
+0.11%
+$1,014.3 
NASA Tema Space Innovators ETF
+0.09%
+$300.96 
WMT Walmart Inc.
+0.09%
+$2,936.16 
EMBX VanEck Emerging Markets Bond ETF
+0.06%
+$1,628.19 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$130.34 
DIS The Walt Disney Company
+0.03%
+$65.94 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TCPC BlackRock TCP Capital Corp.
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 DLAG
DLAG
0%
$0 
AAPL Apple Inc.
-7.35%
-$116,886.84 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$35,052.16 
ABBV AbbVie Inc.
-2.54%
-$100,103.13 
GFF Griffon Corporation
-1.97%
-$65,504.72 
BHP BHP Group Ltd.
-1.64%
-$67,974.69 
LRCX Lam Research Corporation
-1.58%
-$9,635.02 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.37%
-$4,660.52 
SCCO Southern Copper Corporation
-1.24%
-$3,281.57 
NEE NextEra Energy, Inc.
-1.15%
-$9,839.42 
IFGL iShares International Developed Real Estate ETF
-1.03%
-$2,345.28 
KO The Coca-Cola Company
-1.02%
-$5,823 
XOM Exxon Mobil Corporation
-0.97%
-$39,893.22 
MORT VanEck Mortgage REIT Income ETF
-0.92%
-$16,073.82 
GILD Gilead Sciences Inc.
-0.81%
-$26,691.97 
D Dominion Energy, Inc.
-0.8%
-$1,791.44 
DUK Duke Energy Corporation
-0.67%
-$6,310.08 
AMGN Amgen Inc.
-0.64%
-$23,994.1 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$6,780.82 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$14,961.54 
DFIS Dimensional International Small Cap ETF
-0.54%
-$4,513.47 
INCO Columbia India Consumer ETF
-0.53%
-$8,340.42 
DFIV Dimensional International Value ETF
-0.47%
-$8,748.27 
DVY iShares Select Dividend ETF
-0.45%
-$1,144.8 
CGSD Capital Group Short Duration Income ETF
-0.43%
-$16,062.64 
HD The Home Depot, Inc.
-0.42%
-$14,902.19 
ARCC Ares Capital Corporation
-0.37%
-$8,032.99 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,337.68 
CL Colgate-Palmolive Company
-0.33%
-$10,735.2 
TFC Truist Financial Corporation
-0.33%
-$2,570.88 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$984.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$3,224.78 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,923.75 
SMTH ALPS Smith Core Plus Bond ETF
-0.19%
-$1,358.91 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$8,032.86 
IDV iShares International Select Dividend ETF
-0.14%
-$3,023.7 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$230.54 
IYF iShares U.S. Financials ETF
-0.09%
-$258.02 
CLOI VanEck CLO ETF
-0.06%
-$5,894.01 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,822.86 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$42.82 
USTB VictoryShares Short-Term Bond ETF
-0.02%
-$74.88 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$277.84 Events
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Dividends
Dividend Analysis
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| Trades 422 | Longs Won 276/422 65% | Profit Factor 4.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,874.82 |
| Average Win $118,956.91 | Best Trade (Aug 13) $2.62M | Sharpe Ratio -13.19 |
| Average Loss -$48,142.59 | Worst Trade (Aug 04) -$1.09M | Z-Score 4.58 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $61,145.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,802 | 3,422 | 3,042 | 2,662 | 2,281 | 1,901 | 1,521 | 1,141 | 760 | 380 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,767 | $1.25M | $1.47M | - | $226,326.29 | 18.16% | -7.354% |
| ABBV AbbVie Inc. | 15,318 | $2.8M | $3.84M | - | $1.05M | 37.47% | -2.539% |
| ACN Accenture plc Class A | 12,645 | $3.21M | $2.1M | - | -$1.11M | -34.68% | +1.611% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 11,527 | $239,646 | $238,493.63 | - | -$1,152.37 | -0.48% | -0.097% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,593 | $366,957 | $329,371.77 | - | -$37,585.23 | -10.24% | +0.341% |
| AMAT Applied Materials, Inc. | 313 | $226,299 | $158,900.71 | - | -$67,398.29 | -29.78% | +1.176% |
| AMGN Amgen Inc. | 9,675 | $2.57M | $3.73M | - | $1.15M | 44.8% | -0.64% |
| AMZN Amazon.com Inc | 1,273 | $303,485 | $345,721.33 | - | $42,236.33 | 13.92% | +15.321% |
| ARCC Ares Capital Corporation | 114,757 | $2.41M | $2.15M | - | -$253,020.49 | -10.52% | -0.372% |
| BAI iShares A.I. Innovation and Tech Active ETF | 125,555 | $3.98M | $5.19M | - | $1.21M | 30.39% | +0.633% |
| BHP BHP Group Ltd. | 48,209 | $2.38M | $4.07M | - | $1.69M | 70.84% | -1.641% |
| BMY Bristol-Myers Squibb Company | 59,474 | $3.11M | $3.88M | - | $773,124.18 | 24.85% | +0.694% |
| BUG Global X Cybersecurity ETF | 16,175 | $516,427.23 | $615,944.03 | - | $99,516.8 | 19.27% | +1.52% |
| CGSD Capital Group Short Duration Income ETF | 146,024 | $3.77M | $3.74M | - | -$21,905.6 | -0.58% | -0.427% |
| CL Colgate-Palmolive Company | 35,784 | $3.21M | $3.27M | - | $60,964.61 | 1.9% | -0.328% |
| CLOI VanEck CLO ETF | 196,467 | $10.4M | $10.41M | - | $13,623.64 | 0.13% | -0.057% |
| CMI Cummins Inc. | 5,665 | $2.06M | $3.59M | - | $1.54M | 74.69% | +0.193% |
| CRWD CrowdStrike Holdings, Inc. | 3,340 | $312,300.05 | $637,472.4 | - | $325,172.35 | 104.12% | +3.045% |
| CSCO Cisco Systems, Inc. | 40,679 | $2.41M | $4.72M | - | $2.31M | 95.58% | +2.14% |
| D Dominion Energy, Inc. | 3,199 | $218,460 | $221,274.83 | - | $2,814.83 | 1.29% | -0.803% |
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FAQ
Which stocks have generated the highest profits for Albert Sidney Browning?
The largest contributions to the portfolio's profits come from the following stocks: iShares International Select Dividend ETF - $853,372.81, NRG Energy, Inc - $798,959.14, Cummins Inc - $654,391.47, VanEck CLO ETF - $595,209.49, and iShares A.I. Innovation and Tech Active ETF - $455,888.58. 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: Broadcom Inc - $964,048.04, JPMorgan U.S. Tech Leaders ETF - $523,836.96, Invesco S&P MidCap Quality ETF - $433,711.5, Direxion Daily Small Cap Bull 3X Shares - $166,129.04, and Vanguard Mega Cap Growth ETF - $101,626.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Albert Sidney Browning's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.03M earned over time. The largest contributors to dividend income include VanEck CLO ETF - $584,512.46, VanEck Mortgage REIT Income ETF - $323,729.7, JPMorgan Nasdaq Equity Premium Income ETF - $322,327.66, JPMorgan Equity Premium Income Fund - $299,618.28, and iShares iBonds Dec 2026 Term Corporate ETF - $298,789.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Albert Sidney Browning's monthly returns?
Albert Sidney Browning's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Albert Sidney Browning's strategy be considered aggressive or moderate?
Albert Sidney Browning's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Albert Sidney Browning's strategy?
Albert Sidney Browning's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
