NCM
NCM Capital Management LLC Portfolio
Invests via NCM Capital Management LLC | Managed by Nicholas LaVerghetta
Invests via NCM Capital Management LLC
Managed by Nicholas LaVerghetta
Automatically Tracked
Company Profile
NCM Capital Management LLC specializes in delivering innovative investment solutions tailored to a diverse clientele. The firm is dedicated to leveraging deep market insights and analytical prowess, providing strategic guidance across multiple asset classes. By fostering robust relationships with institutional investors, NCM capitalizes on emerging opportunities in the dynamic landscape of global markets. Its commitment to operational excellence has positioned the company as a trusted partner within financial services, facilitating impactful investment decisions that drive both growth and performance.
NCM Capital Management LLC specializes in delivering innovative investment solutions tailored to a diverse clientele. The firm is dedicated to leveraging deep market insights and analytical prowess, providing strategic guidance across multiple asset classes. By fostering robust relationships with institutional investors, NCM capitalizes on emerging opportunities in the dynamic landscape of global markets. Its commitment to operational excellence has positioned the company as a trusted partner within financial services, facilitating impactful investment decisions that drive both growth and performance.
Investment Philosophy & Strategy
Capital deployment at NCM Capital Management LLC is characterized by a strategic pursuit of differentiated opportunities within high-growth sectors. Anchored in extensive market knowledge, the firm emphasizes proactive engagement with evolving industry trends and investor demands. The focus lies on maximizing competitive positioning through innovative strategies that align closely with clients' objectives. As an investment management entity, it seeks to create value by navigating complex financial landscapes while prioritizing long-term partnership development. Such dedication fosters resilience against market fluctuations and enhances overall performance.
Capital deployment at NCM Capital Management LLC is characterized by a strategic pursuit of differentiated opportunities within high-growth sectors. Anchored in extensive market knowledge, the firm emphasizes proactive engagement with evolving industry trends and investor demands. The focus lies on maximizing competitive positioning through innovative strategies that align closely with clients' objectives. As an investment management entity, it seeks to create value by navigating complex financial landscapes while prioritizing long-term partnership development. Such dedication fosters resilience against market fluctuations and enhances overall performance.
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:
101.18%
Gain -1.09%
Monthly
1.26%
Yearly
16.25%
Drawdown
24.34%
$327.98M
Equity
Holdings
$327.98M
Investment
$218.16M
$112.28M
Profit -$2.06M
Realized
$2.46M
Unrealized
$109.82M
Dividends
$20.09M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.09%
Profit
-$2.06M
Win %
79%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$2.06M
Win %
79%
This Month
Compared to last month
Gain
-1.16%
Profit
-$3.86M
Win %
79%
This Year
Compared to last year
Gain
1.22%
Profit
$3.95M
Win %
78%
PANW Palo Alto Networks, Inc.
+14.01%
+$94,513.22 
BUG Global X Cybersecurity ETF
+11.11%
+$190,535.48 
HONA Honeywell Aerospace Inc.
+4.18%
+$14,436.24 
MDT Medtronic plc
+3.21%
+$10,415.3 
GOOGL Alphabet Inc
+3.08%
+$206,586.72 
ISRA VanEck Israel ETF
+2.98%
+$7,350 
GOOG Alphabet Inc
+2.97%
+$39,551.21 
BDX Becton, Dickinson and Company
+2.79%
+$10,455.68 
IBM International Business Machines Corporation
+2.71%
+$49,354.87 
CMG Chipotle Mexican Grill, Inc.
+2.53%
+$8,326.5 
CACI Caci International Inc.
+2.44%
+$10,612 
GBTC Grayscale Bitcoin Trust ETF
+2.38%
+$9,295.27 
MSFT Microsoft Corp.
+2.27%
+$193,433.9 
WMT Walmart Inc.
+2.27%
+$21,048.66 
WM Waste Management, Inc.
+2.25%
+$15,757.56 
DIS The Walt Disney Company
+2.19%
+$20,268.67 
T AT&T Inc.
+2.07%
+$8,318.72 
GM General Motors Company
+2.04%
+$17,010 
LLY Eli Lilly and Company
+2.04%
+$66,147.95 
UPS United Parcel Service, Inc.
+2.01%
+$7,185.14 
MCD McDonald's Corporation
+1.96%
+$20,187.2 
TGT Target Corporation
+1.96%
+$4,941.9 
GILD Gilead Sciences Inc.
+1.86%
+$26,435.67 
ABBV AbbVie Inc.
+1.73%
+$34,494.36 
COST Costco Wholesale Corporation
+1.58%
+$5,879.4 
DHR Danaher Corporation
+1.5%
+$3,234.6 
KMB Kimberly-Clark Corporation
+1.49%
+$9,837.48 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$6,439.2 
VHT Vanguard Health Care ETF
+1.41%
+$35,070.66 
VZ Verizon Communications Inc.
+1.4%
+$22,897.5 
PGR Progressive Corporation
+1.4%
+$3,371.36 
EBAY eBay Inc.
+1.32%
+$2,719.75 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$14,825.8 
VDC VANGUARD CONSUMER STAPLES ETF
+1.24%
+$7,546.95 
AMGN Amgen Inc.
+1.18%
+$10,359.58 
LMT Lockheed Martin Corporation
+1.14%
+$9,837.1 
KO The Coca-Cola Company
+1.1%
+$4,412.53 
CVS CVS Health Corporation
+1.09%
+$9,915.81 
LOW Lowe's Companies Inc.
+1.06%
+$3,732.15 
XBI SPDR S&P Biotech ETF
+1.04%
+$5,825.62 
HD The Home Depot, Inc.
+1%
+$18,255.78 
WY Weyerhaeuser Company
+1%
+$3,461.28 
WRB W.R. Berkley Corporation
+0.94%
+$7,430.94 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$24,272.3 
ABT Abbott Laboratories
+0.87%
+$3,904.43 
IBB iShares Biotechnology ETF
+0.83%
+$3,133.2 
BMY Bristol-Myers Squibb Company
+0.73%
+$8,705.73 
DE Deere & Company
+0.69%
+$2,268.96 
URI United Rentals, Inc.
+0.65%
+$2,067.12 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.63%
+$33,469.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$1,586.87 
NKE Nike, Inc. - Class B
+0.62%
+$3,322.35 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$58,825.62 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.58%
+$5,701.98 
JNJ Johnson & Johnson
+0.58%
+$9,255.03 
AAPL Apple Inc.
+0.54%
+$50,455.01 
PG Procter & Gamble Co
+0.52%
+$8,241.58 
HDV iShares Core High Dividend ETF
+0.46%
+$9,005.99 
MRK Merck & Co., Inc.
+0.44%
+$11,618.01 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$980.12 
GD General Dynamics Corporation
+0.36%
+$793.06 
HII Huntington Ingalls Industries Inc.
+0.31%
+$993.3 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
+0.29%
+$8,585.4 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
+0.19%
+$1,278.76 
UNP Union Pacific Corporation
+0.18%
+$543.51 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.14%
+$483.63 
TJX The TJX Companies, Inc.
+0.12%
+$202.95 
WEN The Wendy's Company
+0.1%
+$242.81 
DXJ WisdomTree Japan Hedged Equity Fund
+0.1%
+$653.82 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$1,951 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$537.46 
PFE Pfizer Inc.
+0.05%
+$578.7 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.05%
+$218.78 
PEP PepsiCo, Inc.
+0.04%
+$483.82 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$977.48 
HONIV Honeywell International Inc.
0%
$0 
GLW Corning Incorporated
-14.06%
-$309,519.74 
GEV GE Vernova Inc.
-8.66%
-$193,986.05 
ETN Eaton Corporation plc
-7.5%
-$157,362.7 
AMAT Applied Materials, Inc.
-6.73%
-$11,800.32 
MRVL Marvell Technology, Inc.
-6.65%
-$19,115.05 
BAC Bank of America Corporation
-5.3%
-$94,819.02 
INTC Intel Corporation
-5.3%
-$119,791.8 
MU Micron Technology, Inc.
-4.76%
-$127,806.28 
CAT Caterpillar Inc.
-4.15%
-$69,033.71 
NTRS Northern Trust Corporation
-4.02%
-$9,132 
GS The Goldman Sachs Group, Inc.
-3.97%
-$24,534.03 
AMD Advanced Micro Devices, Inc.
-3.9%
-$154,677.07 
MS Morgan Stanley
-3.4%
-$63,138.69 
BNY BlackRock New York Municipal Income Trust
-3.17%
-$14,939.19 
GDX VanEck Gold Miners ETF
-3.09%
-$126,374.92 
NVDA NVIDIA Corporation
-2.85%
-$896,343.75 
WPM Wheaton Precious Metals Corp.
-2.83%
-$42,091.84 
GAP Gap Inc.
-2.25%
-$5,504.75 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$6,823.86 
FCTE SMI 3Fourteen FC Trend ETF
-2.12%
-$10,117.7 
PAVE Global X U.S. Infrastructure Development ETF
-2.06%
-$5,581.7 
PEG Public Service Enterprise Group Incorporated
-2.04%
-$4,944.68 
GE General Electric Company
-1.98%
-$7,222.5 
TXN Texas Instruments Inc
-1.96%
-$14,488.06 
WFC Wells Fargo & Company
-1.94%
-$4,658.5 
NUE Nucor Corporation
-1.93%
-$4,499.99 
DFEV Dimensional Emerging Markets Value ETF
-1.91%
-$14,193 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$18,229.96 
JPM JPMorgan Chase & Co.
-1.72%
-$134,693.4 
MMM 3M Company
-1.71%
-$47,398.56 
LB LandBridge Company LLC
-1.68%
-$8,948.25 
CSCO Cisco Systems, Inc.
-1.65%
-$15,436.4 
RCL Royal Caribbean Group
-1.63%
-$2,672.28 
VIS Vanguard Industrials ETF
-1.55%
-$7,235.75 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$30,625.2 
GQGU GQG US Equity ETF
-1.45%
-$44,885.22 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$3,318.4 
TPL Texas Pacific Land Corporation
-1.4%
-$154,073.92 
GLD SPDR Gold Shares
-1.35%
-$8,346.73 
XLU Utilities Select Sector SPDR Fund
-1.34%
-$23,908.65 
RTX RTX Corporation
-1.32%
-$13,933.11 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$5,464.25 
AMZN Amazon.com Inc
-1.22%
-$26,294.36 
XAR SPDR S&P Aerospace & Defense ETF
-1.2%
-$33,643.36 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.19%
-$5,568.71 
XLE Energy Select Sector SPDR Fund
-1.13%
-$5,844.72 
VLUE iShares MSCI USA Value Factor ETF
-1.12%
-$28,093.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$4,066.24 
AVES Avantis Emerging Markets Value ETF
-1.09%
-$14,004.1 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$3,099.44 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-1%
-$84,610.9 
QCOM QUALCOMM Incorporated
-0.99%
-$15,826.64 
CVX Chevron Corporation
-0.94%
-$14,596.61 
XOM Exxon Mobil Corporation
-0.85%
-$23,694.29 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.83%
-$2,436.08 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$11,866.18 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$11,112.92 
AVDV Avantis International Small Cap Value ETF
-0.78%
-$7,834.35 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$4,012.5 
WBI WaterBridge Infrastructure LLC
-0.74%
-$2,208 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$8,330 
NEE NextEra Energy, Inc.
-0.69%
-$14,814.87 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$11,446.65 
COP ConocoPhillips
-0.66%
-$1,809.1 
EFA iShares MSCI EAFE ETF
-0.65%
-$1,581.82 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$3,401.12 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$12,120.3 
IYW iShares U.S. Technology ETF
-0.56%
-$14,605.15 
VNQ Vanguard Real Estate ETF
-0.55%
-$3,240.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$5,544 
CGDV Capital Group Dividend Value ETF
-0.55%
-$2,079 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$1,120.8 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,851.92 
JIVE JPMorgan International Value ETF
-0.52%
-$6,655.5 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$5,770.41 
F Ford Motor Company
-0.5%
-$898.03 
CGW Invesco S&P Global Water Index ETF
-0.5%
-$1,341.59 
VTV Vanguard Value ETF
-0.46%
-$3,112.66 
DUK Duke Energy Corporation
-0.45%
-$1,809.9 
FELC Fidelity Enhanced Large Cap Core ETF
-0.44%
-$2,562.34 
CSX CSX Corporation
-0.38%
-$1,766.01 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$1,765.56 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$2,825.76 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,690.92 
VOO Vanguard S&P 500 ETF
-0.34%
-$2,411.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$9,942.56 
IVV iShares Core S&P 500 ETF
-0.32%
-$6,408.27 
ACIO Aptus Collared Investment Opportunity ETF
-0.31%
-$13,348.41 
VXF Vanguard Extended Market ETF
-0.28%
-$1,003.73 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$26,391.05 
BA Boeing Company
-0.23%
-$1,903.16 
IWR iShares Russell Mid-Cap ETF
-0.23%
-$778 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.22%
-$24,960.58 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$3,123.45 
BKDV BNY Mellon Dynamic Value ETF
-0.22%
-$1,312.5 
MDLZ Mondelez International, Inc.
-0.2%
-$550.12 
IWM iShares Russell 2000 ETF
-0.19%
-$1,525.48 
BX Blackstone Inc.
-0.19%
-$1,757.45 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$2,588.88 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$14,882 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.16%
-$971.55 
VUG Vanguard Growth ETF
-0.16%
-$13,016.22 
MOO VanEck Agribusiness ETF
-0.14%
-$625.12 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.14%
-$17,936.88 
FTLS First Trust Long/Short Equity ETF
-0.13%
-$432.7 
JPIE JPMorgan Income ETF
-0.12%
-$1,346.4 
IWS iShares Russell Mid-Cap Value ETF
-0.09%
-$480.5 
ESGV Vanguard ESG U.S. Stock ETF
-0.08%
-$330 
SPG Simon Property Group, Inc.
-0.05%
-$124.96 
MUB iShares National Muni Bond ETF
-0.05%
-$179.69 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$335 
DVY iShares Select Dividend ETF
-0.03%
-$612.47 
IWD iShares Russell 1000 Value ETF
-0.03%
-$204.32 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$357.18 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$173.05 
FBND Fidelity Total Bond ETF
-0.01%
-$69.2 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$29.24 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$13.59 Events
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Dividends
Dividend Analysis
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| Trades 2258 | Longs Won 1373/2258 60% | Profit Factor 6.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $380,045.71 |
| Average Win $95,768.3 | Best Trade (Sep 04) $15.23M | Sharpe Ratio -61.55 |
| Average Loss -$21,705.51 | Worst Trade (Sep 10) -$1.24M | Z-Score 6.02 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 6d | Expectancy $49,725.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,187 | $5.37M | $9.42M | - | $4.05M | 75.39% | +0.539% |
| ABBV AbbVie Inc. | 7,769 | $1.08M | $2.03M | - | $949,180.88 | 87.65% | +1.727% |
| ABT Abbott Laboratories | 4,387 | $615,293.34 | $451,159.08 | - | -$164,134.26 | -26.68% | +0.873% |
| ACIO Aptus Collared Investment Opportunity ETF | 92,058 | $3.81M | $4.3M | - | $494,557.34 | 13% | -0.309% |
| AMAT Applied Materials, Inc. | 384 | $277,632 | $163,491.84 | - | -$114,140.16 | -41.11% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 7,682 | $1.13M | $3.81M | - | $2.68M | 236.61% | -3.901% |
| AMGN Amgen Inc. | 2,328 | $524,980.05 | $888,830.4 | - | $363,850.35 | 69.31% | +1.179% |
| AMZN Amazon.com Inc | 8,374 | $1.34M | $2.12M | - | $781,812.46 | 58.25% | -1.223% |
| AVDV Avantis International Small Cap Value ETF | 9,005 | $722,333.16 | $997,213.7 | - | $274,880.54 | 38.05% | -0.78% |
| AVES Avantis Emerging Markets Value ETF | 19,316 | $892,267.5 | $1.27M | - | $374,186.04 | 41.94% | -1.094% |
| AVUV Avantis U.S. Small Cap Value ETF | 75,403 | $6.08M | $9.36M | - | $3.28M | 54.05% | -0.281% |
| BA Boeing Company | 3,884 | $772,835.43 | $815,484.64 | - | $42,649.21 | 5.52% | -0.233% |
| BAC Bank of America Corporation | 28,517 | $1.26M | $1.69M | - | $430,349.34 | 34.09% | -5.304% |
| BDX Becton, Dickinson and Company | 2,108 | $406,409.54 | $385,363.48 | - | -$21,046.06 | -5.18% | +2.789% |
| BKDV BNY Mellon Dynamic Value ETF | 17,500 | $540,197 | $602,437.5 | - | $62,240.5 | 11.52% | -0.217% |
| BMY Bristol-Myers Squibb Company | 18,722 | $1.02M | $1.2M | - | $181,623.51 | 17.83% | +0.731% |
| BNY BlackRock New York Municipal Income Trust | 2,898 | $349,507.44 | $456,449.49 | - | $106,942.05 | 30.6% | -3.169% |
| BRK-B Berkshire Hathaway Inc. | 1,988 | $734,126.43 | $996,385.6 | - | $262,259.17 | 35.72% | -1.797% |
| BSV Vanguard Short-Term Bond ETF | 2,718 | $208,957.2 | $208,565.73 | - | -$391.47 | -0.19% | -0.007% |
| BUG Global X Cybersecurity ETF | 42,816 | $1.15M | $1.9M | - | $757,912.87 | 66.08% | +11.114% |
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FAQ
Which stocks have generated the highest profits for NCM Capital Management LLC?
The largest contributions to the portfolio's profits come from the following stocks: Texas Pacific Land Corporation - $4.3M, NVIDIA Corporation - $2.81M, Amplify CWP Enhanced Dividend Income ETF - $2.61M, JPMorgan Equity Premium Income Fund - $2.31M, and Apple Inc - $1.14M. 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 - $530,800.68, Accenture plc Class A - $408,546.51, iShares Core S&P 500 ETF - $362,786.66, iShares Russell 1000 Growth ETF - $361,959.52, and iShares ESG Aware MSCI USA ETF - $328,714.08. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does NCM Capital Management LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.09M earned over time. The largest contributors to dividend income include Amplify CWP Enhanced Dividend Income ETF - $2.45M, JPMorgan Equity Premium Income Fund - $2.35M, iShares 20+ Year Treasury Bond BuyWrite Fund - $908,254.53, Schwab U.S. Dividend Equity ETF - $569,545.01, and JPMorgan Chase & Co - $510,801.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are NCM Capital Management LLC's monthly returns?
NCM Capital Management LLC'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 NCM Capital Management LLC's strategy be considered aggressive or moderate?
NCM Capital Management LLC'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 NCM Capital Management LLC's strategy?
NCM Capital Management LLC'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.
