JAK
Joshua A. Kennon Portfolio
Invests via Kennon-Green & Company LLC | Managed by Joshua A. Kennon, Aaron M. Green
Invests via Kennon-Green & Company LLC
Managed by Joshua A. Kennon, Aaron M. Green
Automatically Tracked
Joshua A. Kennon Profile
With a distinguished career spanning various roles in investment management and financial strategy, Joshua A. Kennon is known for his extensive expertise as an investor-operator. His background includes entrepreneurial ventures that focus on enhancing value through informed decision-making and proactive market engagement. Drawing from significant experiences across diverse sectors, he effectively navigates the complexities of capital markets to identify promising opportunities. Notably, his contributions extend beyond traditional investment practices to encompass advisory services tailored for high-net-worth individuals and institutions alike, solidifying his reputation within wealth circles.
With a distinguished career spanning various roles in investment management and financial strategy, Joshua A. Kennon is known for his extensive expertise as an investor-operator. His background includes entrepreneurial ventures that focus on enhancing value through informed decision-making and proactive market engagement. Drawing from significant experiences across diverse sectors, he effectively navigates the complexities of capital markets to identify promising opportunities. Notably, his contributions extend beyond traditional investment practices to encompass advisory services tailored for high-net-worth individuals and institutions alike, solidifying his reputation within wealth circles.
Investment Philosophy & Strategy
Emphasizing operational excellence and strategic insight, Joshua A. Kennon adopts a multifaceted approach to investing that marries entrepreneurial acumen with a deep understanding of market dynamics. His investment activities prioritize rigorous analysis and value creation across various sectors, often leveraging his expertise in business building to uncover overlooked opportunities. The focus remains on fostering growth through calculated risk-taking while addressing the unique needs of clients and their evolving financial landscapes. By intertwining direct involvement in ventures with astute financial strategies, he aims to cultivate lasting impacts that transcend conventional approaches.
Emphasizing operational excellence and strategic insight, Joshua A. Kennon adopts a multifaceted approach to investing that marries entrepreneurial acumen with a deep understanding of market dynamics. His investment activities prioritize rigorous analysis and value creation across various sectors, often leveraging his expertise in business building to uncover overlooked opportunities. The focus remains on fostering growth through calculated risk-taking while addressing the unique needs of clients and their evolving financial landscapes. By intertwining direct involvement in ventures with astute financial strategies, he aims to cultivate lasting impacts that transcend conventional approaches.
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:
20.47%
Gain
Monthly
0.6%
Yearly
7.47%
Drawdown
11.35%
$126.76M
Equity
Holdings
$126.76M
Investment
$94.13M
$34.25M
Profit +$0.52
Realized
$1.62M
Unrealized
$32.63M
Dividends
$9.85M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$0.52
Win %
47%
This Week
Compared To Last Week
Gain
0.004%
Profit
$4,897.81
Win %
47%
This Month
Compared to last month
Gain
-1.61%
Profit
-$2.08M
Win %
47%
This Year
Compared to last year
Gain
-0.68%
Profit
-$785,548.17
Win %
50%
DPZ Domino's Pizza Inc.
+3.72%
+$37,927.65 
PM Philip Morris International Inc.
+1.95%
+$164,794.52 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$128,630.16 
GPC Genuine Parts Company
+1.46%
+$14,847.85 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$3,169.15 
ABBV AbbVie Inc.
+1.32%
+$4,028.56 
AZO AutoZone Inc.
+1.12%
+$10,681.42 
JNJ Johnson & Johnson
+1.07%
+$29,631.64 
V Visa Inc. Class A
+1.05%
+$31,596.61 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$21,804 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$27,156 
PG Procter & Gamble Co
+0.86%
+$10,840.72 
MO Altria Group, Inc.
+0.74%
+$61,758.78 
KMB Kimberly-Clark Corporation
+0.74%
+$14,145 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$53,090.24 
GOOGL Alphabet Inc
+0.53%
+$58,587.34 
BF-A Brown-Forman Corporation
+0.51%
+$1,692.74 
HSY The Hershey Company
+0.45%
+$35,846.3 
GOOG Alphabet Inc
+0.45%
+$20,272 
KVUE Kenvue Inc.
+0.39%
+$14,860.37 
PEP PepsiCo, Inc.
+0.38%
+$20,093.94 
KO The Coca-Cola Company
+0.11%
+$5,978.97 
MSFT Microsoft Corp.
+0.1%
+$2,682.33 
CL Colgate-Palmolive Company
+0.07%
+$723.36 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$85.98 
MCD McDonald's Corporation
+0.01%
+$358.49 
ADBE Adobe Inc.
-6.75%
-$191,327.05 
AAPL Apple Inc.
-1.52%
-$15,070.5 
CLX The Clorox Company
-1.51%
-$17,850.28 
MKC-V McCormick & Company, Incorporated
-1.31%
-$2,764.45 
AMZN Amazon.com Inc
-1.23%
-$17,842.88 
MICC The Magnum Ice Cream Company N.V.
-0.61%
-$5,058.02 
MDLZ Mondelez International, Inc.
-0.58%
-$34,078.48 
MKC McCormick & Company, Incorporated
-0.57%
-$4,831.68 
NVS Novartis AG Sponsored ADR
-0.55%
-$6,338.45 
DIS The Walt Disney Company
-0.3%
-$7,734.27 
META Meta Platforms Inc Class A
-0.26%
-$20,052.05 
SSNC SS&C Technologies Holdings Inc.
-0.09%
-$4,201.56 
INTU Intuit Inc.
-0.07%
-$308.86 Events
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Dividends
Dividend Analysis
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| Trades 555 | Longs Won 284/555 51% | Profit Factor 3.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $517,505.09 |
| Average Win $171,221.69 | Best Trade (Jun 15) $7.75M | Sharpe Ratio -32.87 |
| Average Loss -$53,056.01 | Worst Trade (Dec 30) -$1.11M | Z-Score -2.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w | Expectancy $61,709.52 |
| 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% | 0.21% |
| Consecutive Losing Trades | 2,387 | 2,148 | 1,909 | 1,671 | 1,432 | 1,193 | 955 | 716 | 477 | 239 |
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