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:
28.18%
Gain +0.88%
Monthly
0.39%
Yearly
4.81%
Drawdown
14.43%
$226.55M
Equity
Holdings
$226.55M
Investment
$165.57M
-$531.29M
Profit +$4.03M
Realized
-$592.27M
Unrealized
$60.99M
Dividends
$219.42M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.88%
Profit
$4.03M
Win %
81%
This Week
Compared To Last Week
Gain
2%
Profit
$4.44M
Win %
81%
This Month
Compared to last month
Gain
2%
Profit
$4.44M
Win %
81%
This Year
Compared to last year
Gain
11.99%
Profit
$24.24M
Win %
81%
HOLX Hologic Inc.
+7.33%
+$77,484.68 
META Meta Platforms Inc Class A
+6.02%
+$105,854.15 
BX Blackstone Inc.
+5.42%
+$62,480.88 
GOOGL Alphabet Inc
+4.88%
+$153,308.98 
COF Capital One Financial Corporation
+4.15%
+$39,422.52 
LEN Lennar Corporation
+3.46%
+$36,089.55 
SSNC SS&C Technologies Holdings Inc.
+3.02%
+$41,965.58 
PNR Pentair plc
+2.49%
+$13,066.08 
CMI Cummins Inc.
+2.31%
+$32,947.83 
AMAT Applied Materials, Inc.
+2.08%
+$56,462.73 
WAB Wabtec Corporation
+1.93%
+$23,904.25 
CAT Caterpillar Inc.
+1.87%
+$41,946.32 
ELV Elevance Health, Inc.
+1.84%
+$26,389.44 
CVS CVS Health Corporation
+0.9%
+$26,533.38 
KR Kroger Co.
+0.83%
+$11,359.2 
GILD Gilead Sciences Inc.
+0.72%
+$12,901.36 
LMT Lockheed Martin Corporation
+0.61%
+$10,312.78 
MS Morgan Stanley
+0.39%
+$5,000.94 
TFC Truist Financial Corporation
+0.15%
+$3,016.08 
ABBV AbbVie Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
ADC Agree Realty Corporation
0%
$0 
AIG American International Group Inc.
0%
$0 
AKAM Akamai Technologies Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APTV Aptiv PLC
0%
$0 
AVY Avery Dennison Corporation
0%
$0 
BAC Bank of America Corporation
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CMCSA Comcast Corp
0%
$0 
CRBG Corebridge Financial Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DOV Dover Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
EGP EastGroup Properties Inc.
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EQIX Equinix, Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
EVRG Evergy Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FG F&G Annuities & Life Inc.
0%
$0 
FNF Fidelity National Financial, Inc.
0%
$0 
FR First Industrial Realty Trust Inc.
0%
$0 
FTV Fortive Corporation
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
HAL Halliburton Company
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HON Honeywell International Inc.
0%
$0 
HST Host Hotels & Resorts Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCO Moody's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MMM 3M Company
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NEM Newmont Corporation
0%
$0 
NI NiSource Inc.
0%
$0 
NNN NNN REIT, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NTRS Northern Trust Corporation
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
O Realty Income Corporation
0%
$0 
OC Owens Corning
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PINS Pinterest, Inc. Class A
0%
$0 
PM Philip Morris International Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RAL Ralliant Corporation
0%
$0 
RF Regions Financial Corporation
0%
$0 
RTX RTX Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SLB Schlumberger Limited
0%
$0 
SOLS Sollensys Corp
0%
$0 
SPGI S&P Global Inc.
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
SYY Sysco Corporation
0%
$0 
TEAM Atlassian Corporation Class A
0%
$0 
TEL TE Connectivity plc
0%
$0 
TER Teradyne, Inc.
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TXT Textron Inc.
0%
$0 
ULTA Ulta Beauty Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VST Vistra Corp
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WDAY Workday Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
ZBRA Zebra Technologies Corporation
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
KMB Kimberly-Clark Corporation
-1.6%
-$27,240.5 
CL Colgate-Palmolive Company
-1.55%
-$25,569.94 
BBY Best Buy Co., Inc.
-1.17%
-$7,627.52 
CSX CSX Corporation
-1.13%
-$22,720.77 
COP ConocoPhillips
-1.1%
-$33,469.92 
WPC W. P. Carey Inc.
-0.94%
-$7,680.39 
CTSH Cognizant Technology Solutions Corporation
-0.33%
-$1,653.3 
MO Altria Group, Inc.
-0.1%
-$1,879.99 
ACN Accenture plc Class A
-0.1%
-$753.12 
WM Waste Management, Inc.
-0.05%
-$848.76 
PPL PPL Corporation
-0.03%
-$431.2 Events
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Dividends
Dividend Analysis
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| Trades 23878 | Longs Won 13493/23878 56% | Profit Factor 0.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.26M |
| Average Win $296,732.85 | Best Trade (Sep 30) $253.64M | Sharpe Ratio -25.12 |
| Average Loss -$439,537.62 | Worst Trade (Sep 30) -$376.37M | Z-Score -19.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 4d | Expectancy -$22,250.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 228.5% | 178.18% | 154.05% | 138.94% | 128.24% | 120.12% | 113.66% | 108.34% | 103.85% |
| Consecutive Losing Trades | 515 | 464 | 412 | 361 | 309 | 258 | 206 | 155 | 103 | 52 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 $219.42M 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.
