JCC
J. Cannon Carr, Jr. Portfolio
Invests via Cornercap Investment Counsel Inc | Managed by J. Cannon Carr, Jr.
Invests via Cornercap Investment Counsel Inc
Managed by J. Cannon Carr, Jr.
Automatically Tracked
J. Cannon Carr, Jr. Profile
With a career spanning several decades, J. Cannon Carr, Jr. has made substantial contributions to private equity and investment management. Renowned for his deep expertise in leveraging growth opportunities within diverse sectors, he has effectively guided multiple organizations toward achieving scalable success. His strategic insights have been pivotal in numerous high-profile transactions and partnerships that continue to shape industry dynamics. An accomplished leader with strong operational acumen, he serves as an influential figure driving value creation across the firms he partners with.
With a career spanning several decades, J. Cannon Carr, Jr. has made substantial contributions to private equity and investment management. Renowned for his deep expertise in leveraging growth opportunities within diverse sectors, he has effectively guided multiple organizations toward achieving scalable success. His strategic insights have been pivotal in numerous high-profile transactions and partnerships that continue to shape industry dynamics. An accomplished leader with strong operational acumen, he serves as an influential figure driving value creation across the firms he partners with.
Investment Philosophy & Strategy
Growth trajectories often reveal untapped potential within markets, a perspective that J. Cannon Carr, Jr. fully embraces in his investment strategy. His extensive leadership experience informs a preference for dynamic sectors poised for expansion, where operational effectiveness and innovation are paramount. By focusing on fostering strategic partnerships and enhancing portfolio performance through rigorous evaluation processes, he captures opportunities with significant upside potential. This approach underscores the commitment to transforming investments into thriving enterprises while navigating competitive landscapes adeptly.
Growth trajectories often reveal untapped potential within markets, a perspective that J. Cannon Carr, Jr. fully embraces in his investment strategy. His extensive leadership experience informs a preference for dynamic sectors poised for expansion, where operational effectiveness and innovation are paramount. By focusing on fostering strategic partnerships and enhancing portfolio performance through rigorous evaluation processes, he captures opportunities with significant upside potential. This approach underscores the commitment to transforming investments into thriving enterprises while navigating competitive landscapes adeptly.
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:
33.3%
Gain +0.2%
Monthly
0.39%
Yearly
4.75%
Drawdown
14.4%
$223.61M
Equity
Holdings
$223.61M
Investment
$165.57M
-$533.51M
Profit +$733,165.43
Realized
-$591.55M
Unrealized
$58.04M
Dividends
$220.37M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.2%
Profit
$733,165.43
Win %
78%
This Week
Compared To Last Week
Gain
0.86%
Profit
$1.91M
Win %
78%
This Month
Compared to last month
Gain
3.03%
Profit
$6.58M
Win %
78%
This Year
Compared to last year
Gain
10.61%
Profit
$21.45M
Win %
78%
HST Host Hotels & Resorts Inc.
+3.54%
+$29,948.49 
LMT Lockheed Martin Corporation
+2.3%
+$35,586.22 
C Citigroup Inc.
+2.3%
+$74,601.63 
SLB Schlumberger Limited
+2.29%
+$45,503.34 
NI NiSource Inc.
+2.28%
+$18,336.58 
RTX RTX Corporation
+2.27%
+$38,316.88 
NEM Newmont Corporation
+2.27%
+$74,809.87 
USB U.S. Bancorp
+2.11%
+$36,672.68 
PM Philip Morris International Inc.
+2.09%
+$35,232.41 
COF Capital One Financial Corporation
+2.05%
+$18,574.49 
TFC Truist Financial Corporation
+1.98%
+$34,684.92 
JPM JPMorgan Chase & Co.
+1.96%
+$54,534.96 
HAL Halliburton Company
+1.87%
+$35,912.93 
TXT Textron Inc.
+1.76%
+$21,900.12 
COP ConocoPhillips
+1.69%
+$60,854.4 
OC Owens Corning
+1.6%
+$6,737.64 
WFC Wells Fargo & Company
+1.59%
+$55,671.84 
ETR Entergy Corporation
+1.58%
+$19,363.48 
LHX L3Harris Technologies, Inc.
+1.53%
+$11,450.4 
RF Regions Financial Corporation
+1.47%
+$28,074.8 
EVRG Evergy Inc.
+1.42%
+$12,408.17 
UPS United Parcel Service, Inc.
+1.38%
+$13,358.25 
EOG EOG Resources, Inc.
+1.35%
+$21,716.52 
JNJ Johnson & Johnson
+1.32%
+$72,900.79 
D Dominion Energy, Inc.
+1.32%
+$11,127.81 
CVX Chevron Corporation
+1.28%
+$36,500.67 
MO Altria Group, Inc.
+1.27%
+$25,245.58 
PPL PPL Corporation
+1.26%
+$18,757.2 
KIM Kimco Realty Corporation
+1.26%
+$4,135.06 
DUK Duke Energy Corporation
+1.25%
+$18,176.51 
CTVA Corteva Inc.
+1.24%
+$1,986.08 
BBY Best Buy Co., Inc.
+1.21%
+$8,609.28 
MET MetLife Inc.
+1.2%
+$21,806.88 
CRBG Corebridge Financial Inc.
+1.18%
+$8,835.89 
TJX The TJX Companies, Inc.
+1.17%
+$11,543.93 
PEP PepsiCo, Inc.
+1.14%
+$15,938.82 
MRK Merck & Co., Inc.
+1.12%
+$38,217.42 
O Realty Income Corporation
+1.08%
+$6,696.6 
BAC Bank of America Corporation
+1.06%
+$18,065.85 
NTRS Northern Trust Corporation
+1.06%
+$23,100 
CMCSA Comcast Corp
+1.06%
+$12,363.51 
AMT American Tower Corporation
+1.03%
+$3,096.9 
DVN Devon Energy Corporation
+1.01%
+$21,690.5 
DOV Dover Corporation
+1.01%
+$7,814.52 
KMB Kimberly-Clark Corporation
+1%
+$16,188.64 
HD The Home Depot, Inc.
+1%
+$5,381.73 
SPGI S&P Global Inc.
+0.99%
+$12,324.91 
TSN Tyson Foods Inc.
+0.96%
+$14,850.13 
APTV Aptiv PLC
+0.95%
+$6,129.65 
LAMR Lamar Advertising Company
+0.94%
+$8,024.43 
LDOS Leidos Holdings Inc.
+0.9%
+$11,393.76 
XEL Xcel Energy Inc.
+0.85%
+$12,561.28 
PNR Pentair plc
+0.84%
+$3,607.2 
ELS Equity Lifestyle Properties Inc.
+0.83%
+$4,961 
MMM 3M Company
+0.8%
+$13,072.57 
CL Colgate-Palmolive Company
+0.8%
+$13,325.18 
VICI Vici Properties Inc.
+0.79%
+$2,017.61 
GLPI Gaming and Leisure Properties, Inc.
+0.78%
+$3,814.91 
WPC W. P. Carey Inc.
+0.77%
+$5,509.85 
KR Kroger Co.
+0.76%
+$11,240.87 
LEN Lennar Corporation
+0.75%
+$7,344.54 
V Visa Inc. Class A
+0.71%
+$13,306.66 
OXY Occidental Petroleum Corporation
+0.7%
+$12,693.05 
FG F&G Annuities & Life Inc.
+0.69%
+$222.62 
ACN Accenture plc Class A
+0.66%
+$6,966.36 
TMUS T-Mobile US, Inc.
+0.64%
+$6,483.2 
DIS The Walt Disney Company
+0.64%
+$9,608.44 
VZ Verizon Communications Inc.
+0.62%
+$8,220.02 
WAB Wabtec Corporation
+0.62%
+$7,584.58 
HON Honeywell International Inc.
+0.61%
+$6,680.91 
ABBV AbbVie Inc.
+0.6%
+$18,004.7 
EGP EastGroup Properties Inc.
+0.58%
+$5,114.43 
WTW Willis Towers Watson Public Limited Company
+0.57%
+$8,205.85 
FNF Fidelity National Financial, Inc.
+0.57%
+$6,187.73 
PFG Principal Financial Group, Inc.
+0.56%
+$9,340.32 
MA Mastercard Incorporated
+0.55%
+$10,271.76 
STAG Stag Industrial Inc.
+0.55%
+$4,169.3 
FTV Fortive Corporation
+0.55%
+$6,013.03 
CSX CSX Corporation
+0.54%
+$10,563.17 
NXPI NXP Semiconductors N.V.
+0.54%
+$3,210.37 
FR First Industrial Realty Trust Inc.
+0.54%
+$4,327.15 
EXPE Expedia Group, Inc.
+0.52%
+$8,593.41 
AIG American International Group Inc.
+0.51%
+$3,237.6 
KHC The Kraft Heinz Company
+0.49%
+$5,573.36 
ADC Agree Realty Corporation
+0.45%
+$1,276.5 
CAT Caterpillar Inc.
+0.43%
+$8,750.27 
CI The Cigna Group
+0.42%
+$4,926.33 
DD DuPont de Nemours, Inc.
+0.42%
+$2,002.2 
AVY Avery Dennison Corporation
+0.41%
+$4,569.07 
MS Morgan Stanley
+0.41%
+$4,661.31 
NNN NNN REIT, Inc.
+0.41%
+$2,586.38 
SYY Sysco Corporation
+0.4%
+$6,446.37 
RAL Ralliant Corporation
+0.39%
+$1,719.36 
EQIX Equinix, Inc.
+0.38%
+$1,501 
FDX FedEx Corporation
+0.38%
+$5,448.94 
ZTS Zoetis Inc.
+0.36%
+$3,015.88 
HIG The Hartford Insurance Group, Inc.
+0.31%
+$5,232.01 
CMI Cummins Inc.
+0.3%
+$3,575.93 
TRV The Travelers Companies, Inc.
+0.29%
+$6,100.7 
MCO Moody's Corporation
+0.28%
+$4,159.32 
CVS CVS Health Corporation
+0.25%
+$6,492.21 
BMY Bristol-Myers Squibb Company
+0.22%
+$5,023.76 
BX Blackstone Inc.
+0.18%
+$1,803.2 
TEL TE Connectivity plc
+0.13%
+$1,292.15 
SOLS Sollensys Corp
+0.11%
+$164.47 
CAH Cardinal Health Inc.
+0.1%
+$2,155.06 
PFE Pfizer Inc.
+0.09%
+$1,461.95 
BKNG Booking Holdings Inc.
+0.05%
+$674.25 
VST Vistra Corp
+0.02%
+$295.95 
WM Waste Management, Inc.
+0.01%
+$212.19 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
HOLX Hologic Inc.
-6.83%
-$77,484.68 
AKAM Akamai Technologies Inc.
-3.82%
-$19,782.12 
TEAM Atlassian Corporation Class A
-3.66%
-$51,705.28 
AMD Advanced Micro Devices, Inc.
-2.98%
-$101,695.38 
WDAY Workday Inc.
-2.73%
-$31,849.12 
LRCX Lam Research Corporation
-2.37%
-$103,582.41 
ZM Zoom Video Communications, Inc.
-2.05%
-$35,693.4 
NTAP NetApp, Inc.
-1.99%
-$50,314.21 
CRM Salesforce Inc
-1.92%
-$20,519.46 
UNH UnitedHealth Group Incorporated
-1.9%
-$18,459.92 
NOW ServiceNow, Inc.
-1.9%
-$10,859.86 
TER Teradyne, Inc.
-1.87%
-$56,792.51 
AMAT Applied Materials, Inc.
-1.71%
-$39,427.57 
QCOM QUALCOMM Incorporated
-1.64%
-$22,613.66 
META Meta Platforms Inc Class A
-1.52%
-$35,310.95 
Q Qnity Electronics Inc.
-1.34%
-$8,747.19 
CSCO Cisco Systems, Inc.
-1.22%
-$64,660.36 
ULTA Ulta Beauty Inc.
-1.19%
-$24,006.79 
ADBE Adobe Inc.
-1.14%
-$10,696.32 
GOOGL Alphabet Inc
-0.95%
-$29,285.72 
CTSH Cognizant Technology Solutions Corporation
-0.84%
-$5,051.75 
EBAY eBay Inc.
-0.74%
-$16,703.96 
ZBRA Zebra Technologies Corporation
-0.68%
-$7,338.93 
PINS Pinterest, Inc. Class A
-0.66%
-$2,449.5 
GILD Gilead Sciences Inc.
-0.62%
-$13,381.87 
MSCI MSCI Inc.
-0.55%
-$7,259.74 
TMO Thermo Fisher Scientific Inc.
-0.54%
-$10,804.79 
HCA HCA Healthcare Inc.
-0.5%
-$7,907.75 
AMZN Amazon.com Inc
-0.46%
-$8,755.53 
SCHW Charles Schwab Corporation
-0.46%
-$9,583.41 
GEHC GE HealthCare Technologies Inc.
-0.44%
-$6,439.01 
MSFT Microsoft Corp.
-0.34%
-$5,936.52 
BR Broadridge Financial Solutions, Inc.
-0.24%
-$2,503.62 
MPC Marathon Petroleum Corporation
-0.19%
-$3,247.83 
ELV Elevance Health, Inc.
-0.14%
-$2,322.84 
VEEV Veeva Systems Inc.
-0.13%
-$1,304.4 
SSNC SS&C Technologies Holdings Inc.
-0.12%
-$1,801.1 
MDT Medtronic plc
-0.12%
-$773.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 23878 | Longs Won 13482/23878 56% | Profit Factor 0.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.26M |
| Average Win $296,852.04 | Best Trade (Sep 30) $253.64M | Sharpe Ratio -25.12 |
| Average Loss -$439,141.14 | Worst Trade (Sep 30) -$376.37M | Z-Score -18.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy -$22,343.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 227.35% | 177.55% | 153.64% | 138.66% | 128.05% | 119.99% | 113.57% | 108.28% | 103.83% |
| Consecutive Losing Trades | 509 | 458 | 407 | 356 | 305 | 255 | 204 | 153 | 102 | 51 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABBV AbbVie Inc. | 10,529 | $1.89M | $3M | - | $1.12M | 59.14% | +0.603% |
| ACN Accenture plc Class A | 4,707 | $1.47M | $1.07M | - | -$403,107.02 | -27.45% | +0.658% |
| ADBE Adobe Inc. | 3,714 | $1.34M | $924,006.06 | - | -$419,899.75 | -31.24% | -1.144% |
| ADC Agree Realty Corporation | 4,255 | $275,017.6 | $284,489.3 | - | $9,471.7 | 3.44% | +0.451% |
| AIG American International Group Inc. | 8,094 | $600,898.27 | $643,634.88 | - | $42,736.61 | 7.11% | +0.506% |
| AKAM Akamai Technologies Inc. | 5,604 | $609,490.82 | $497,579.16 | - | -$111,911.66 | -18.36% | -3.824% |
| AMAT Applied Materials, Inc. | 5,357 | $1.1M | $2.26M | - | $1.16M | 104.94% | -1.712% |
| AMD Advanced Micro Devices, Inc. | 6,075 | $910,238.26 | $3.31M | - | $2.4M | 264.06% | -2.977% |
| AMT American Tower Corporation | 1,665 | $367,998.11 | $305,061.3 | - | -$62,936.81 | -17.1% | +1.026% |
| AMZN Amazon.com Inc | 7,420 | $1.71M | $1.88M | - | $168,879.6 | 9.86% | -0.463% |
| APTV Aptiv PLC | 14,255 | $972,475.96 | $650,313.1 | - | -$322,162.86 | -33.13% | +0.952% |
| AVY Avery Dennison Corporation | 6,259 | $1.38M | $1.11M | - | -$276,334.74 | -20% | +0.415% |
| BAC Bank of America Corporation | 32,847 | $1.37M | $1.72M | - | $345,550.05 | 25.21% | +1.064% |
| BBY Best Buy Co., Inc. | 7,552 | $616,672.37 | $719,781.12 | - | $103,108.75 | 16.72% | +1.211% |
| BKNG Booking Holdings Inc. | 7,475 | $659,403.32 | $1.24M | - | $580,625.92 | 88.05% | +0.054% |
| BMY Bristol-Myers Squibb Company | 37,213 | $2.33M | $2.26M | - | -$75,031.58 | -3.21% | +0.223% |
| BR Broadridge Financial Solutions, Inc. | 5,961 | $1.33M | $1.04M | - | -$296,937.54 | -22.29% | -0.241% |
| BX Blackstone Inc. | 9,016 | $1.54M | $986,350.4 | - | -$554,033.59 | -35.97% | +0.183% |
| C Citigroup Inc. | 26,361 | $1.4M | $3.32M | - | $1.93M | 137.83% | +2.297% |
| CAH Cardinal Health Inc. | 8,289 | $1.7M | $2.11M | - | $401,767.33 | 23.59% | +0.102% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for J. Cannon Carr, Jr.?
The largest contributions to the portfolio's profits come from the following stocks: International Business Machines Corporation - $256.74M, Anheuser-Busch InBev S.A. ADR - $186.76M, MER - $173.59M, JCI - $172.56M, and General Motors Company - $170.46M. 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: 313135105 - $464.68M, Parker Drilling Co - $222.82M, 42219M100 - $220.6M, TBCC - $181.54M, and HLSH - $129.37M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does J. Cannon Carr, Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $220.37M earned over time. The largest contributors to dividend income include RR Donnelley & Sons Co - $7.92M, Regis Corporation - $4.17M, Ashford Hospitality Trust, Inc - $3.95M, Pfizer Inc - $3.58M, and AT&T Inc - $3.58M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are J. Cannon Carr, Jr.'s monthly returns?
J. Cannon Carr, Jr.'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 J. Cannon Carr, Jr.'s strategy be considered aggressive or moderate?
J. Cannon Carr, Jr.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow J. Cannon Carr, Jr.'s strategy?
J. Cannon Carr, Jr.'s strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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