Pollock Investment Advisors LLC Portfolio

Invests via Pollock Investment Advisors LLC | Managed by James K. Pollock, Robert N. Pollock Jr.

Invests via Pollock Investment Advisors LLC

Managed by James K. Pollock, Robert N. Pollock Jr.

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Tracking: 0 Updated: 4 hours ago

Company Profile

Boutique investment adviser focused on wealth management and institutional advisory, specializing in fixed-income, liability-driven and balanced portfolio strategies for high-net-worth families and retirement-plan sponsors. Pollock Investment Advisors LLC offers discretionary portfolio management, model-based asset allocation, and tax-aware investment implementation with an emphasis on risk management and client reporting.

Investment Philosophy & Strategy

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:

14.11%

Gain

Monthly

0.71%

Yearly

8.9%

Drawdown

10.44%

$142.22M

Equity

Holdings

$142.22M

Investment

$126.09M

$17.12M

Profit +$362.33

Realized

$636,237.42

Unrealized

$16.48M

Dividends

$2.64M

Goals

Avg. 95.5% completed goals

Yearly

Gain > 5%

2026

91%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$362.33

Win %

77%

This Week

Compared To Last Week

Gain

Profit

$362.33

Win %

77%

This Month

Compared to last month

Gain

2.19%

Profit

$3.05M

Win %

77%

This Year

Compared to last year

Gain

4.57%

Profit

$6.21M

Win %

77%

Gainers
Losers

CSCO Cisco Systems, Inc.

+2.08%

+$7,964.04

ABT Abbott Laboratories

+1.87%

+$20,673.75

JNJ Johnson & Johnson

+1.23%

+$20,467.64

SMRT Smartrent Inc.

+0.73%

+$76.2

EXPD Expeditors International of Washington, Inc.

+0.46%

+$3,073.52

WCC Wesco International Inc.

+0.35%

+$2,066.55

ROST Ross Stores, Inc.

+0.32%

+$4,255.06

AAPL Apple Inc.

+0.14%

+$2,814.24

SYK Stryker Corporation

-3.42%

-$32,970.33

MNST Monster Beverage Corporation

-2.44%

-$15,372

MKC McCormick & Company, Incorporated

-2.27%

-$8,901.6

GOOG Alphabet Inc

-2.17%

-$41,756.7

GOOGL Alphabet Inc

-2.17%

-$22,301

HSY The Hershey Company

-1.89%

-$17,985

MSFT Microsoft Corp.

-1.81%

-$20,238.4

V Visa Inc. Class A

-1.8%

-$24,260.5

PEP PepsiCo, Inc.

-1.66%

-$13,707.48

TSCO Tractor Supply Company

-1.61%

-$13,056.5

MA Mastercard Incorporated

-1.44%

-$28,456.96

BDX Becton, Dickinson and Company

-1.1%

-$13,078.53

AMZN Amazon.com Inc

-1.06%

-$3,912.86

ECL Ecolab Inc.

-1.04%

-$11,952

FTCS First Trust Capital Strength ETF

-1.04%

-$369,038.04

PG Procter & Gamble Co

-1%

-$6,136.24

WEC WEC Energy Group Inc.

-1%

-$11,170.86

LMT Lockheed Martin Corporation

-0.93%

-$16,116.85

DFAC Dimensional U.S. Core Equity 2 ETF

-0.85%

-$136,687.14

IJR iShares Core S&P Small-Cap ETF

-0.78%

-$2,895.59

WMT Walmart Inc.

-0.62%

-$6,461.71

MDY SPDR S&P MidCap 400 ETF Trust

-0.61%

-$4,176.39

IJH iShares Core S&P Mid-Cap ETF

-0.59%

-$2,441.25

GWW W.W. Grainger, Inc.

-0.5%

-$5,826.62

COST Costco Wholesale Corporation

-0.5%

-$6,533.01

CME CME Group Inc.

-0.49%

-$6,652.64

BRK-B Berkshire Hathaway Inc.

-0.45%

-$1,182.35

WDAY Workday Inc.

-0.45%

-$1,039.98

ORLY O'Reilly Automotive Inc.

-0.23%

-$4,745.93

TJX The TJX Companies, Inc.

-0.21%

-$4,680.77

BA Boeing Company

-0.14%

-$1,542.56

SELV SEI Enhanced Low Volatility U.S. Large Cap Fund

-0.09%

-$47,829.69

Events

Dividends

Dividend Analysis

No Data

Trades 115	Longs Won 74/115 64%	Profit Factor 9.94
Profitability	Shorts Won 0/0 0%	Standard Deviation $618,349.63
Average Win $257,231.79	Best Trade (Jul 19) $5.48M	Sharpe Ratio 0
Average Loss -$46,689.89	Worst Trade (Jul 19) -$588,848.35	Z-Score 4.03 (100%)
Commissions $0	Avg. Trade Length 11m 6d	Expectancy $148,877.11

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	3,049	2,744	2,439	2,134	1,829	1,524	1,220	915	610	305