Matthew Carney Portfolio
Invests via Nfj Investment Group LLC | Managed by John R. Mowrey, Paul A. Magnuson, R. Burns McKinney, Jeff N. Reed, J. Garth Reilly, Kris P. Marca
Invests via Nfj Investment Group LLC
Managed by John R. Mowrey, Paul A. Magnuson, R. Burns McKinney, Jeff N. Reed, J. Garth Reilly, Kris P. Marca
Automatically Tracked
Matthew Carney Profile
Matthew Carney is a distinguished leader in the technology sector, recognized for his entrepreneurial achievements and innovative ventures. With an extensive background in developing cutting-edge software solutions, he has played a pivotal role in driving growth within emerging markets. His expertise encompasses not only operational leadership but also strategic partnerships that enhance product development cycles. Leveraging deep industry insights, Matthew focuses on addressing market needs through transformative digital experiences. He is particularly noted for spearheading initiatives that bridge technology with consumer engagement, making him an influential figure in shaping the landscape of tech entrepreneurship.
Matthew Carney is a distinguished leader in the technology sector, recognized for his entrepreneurial achievements and innovative ventures. With an extensive background in developing cutting-edge software solutions, he has played a pivotal role in driving growth within emerging markets. His expertise encompasses not only operational leadership but also strategic partnerships that enhance product development cycles. Leveraging deep industry insights, Matthew focuses on addressing market needs through transformative digital experiences. He is particularly noted for spearheading initiatives that bridge technology with consumer engagement, making him an influential figure in shaping the landscape of tech entrepreneurship.
Investment Philosophy & Strategy
Opportunity in the technology landscape is ripe for transformation through innovative digital solutions. Matthew Carney leverages his extensive background to drive strategic partnerships that not only enhance operational efficiencies but also respond directly to evolving consumer demands. His entrepreneurial spirit fuels a focus on emerging markets, enabling the development of impactful software that reshapes user experiences. By integrating cutting-edge technologies with insightful market understanding, he cultivates growth strategies poised to redefine industry standards and foster competitive advantages.
Opportunity in the technology landscape is ripe for transformation through innovative digital solutions. Matthew Carney leverages his extensive background to drive strategic partnerships that not only enhance operational efficiencies but also respond directly to evolving consumer demands. His entrepreneurial spirit fuels a focus on emerging markets, enabling the development of impactful software that reshapes user experiences. By integrating cutting-edge technologies with insightful market understanding, he cultivates growth strategies poised to redefine industry standards and foster competitive advantages.
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:
36.48%
Gain -2.46%
Monthly
0.73%
Yearly
9.18%
Drawdown
16.63%
$3.03B
Equity
Holdings
$3.03B
Investment
$2.26B
$1.61B
Profit -$72.89M
Realized
$843.24M
Unrealized
$768.87M
Dividends
$448.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.46%
Profit
-$72.89M
Win %
77%
This Week
Compared To Last Week
Gain
0.36%
Profit
$10.9M
Win %
77%
This Month
Compared to last month
Gain
-1.63%
Profit
-$50.26M
Win %
77%
This Year
Compared to last year
Gain
17.49%
Profit
$451.02M
Win %
75%
VSCO Victoria's Secret & Co.
+6.76%
+$202,481.48 
BABA Alibaba Group Holding Limited SP ADR
+5.48%
+$630 
MRVL Marvell Technology, Inc.
+5.19%
+$8.92M 
PENN PENN Entertainment, Inc.
+4.67%
+$169,779.84 
MU Micron Technology, Inc.
+4.57%
+$104,254.05 
KVYO Klaviyo Inc.
+4.3%
+$1,198.52 
INTR Inter & Co, Inc.
+3.82%
+$1,650.25 
JD JD.com Inc.
+3.61%
+$608,230.8 
STRL Sterling Infrastructure, Inc.
+3.47%
+$14,112.74 
VIAV Viavi Solutions Inc.
+3.39%
+$106,206.84 
MPWR Monolithic Power Systems, Inc.
+3.1%
+$178,106.25 
NU Nu Holdings Ltd.
+3.09%
+$44,065.98 
AVGO Broadcom Inc.
+2.93%
+$75.95 
IIIN Insteel Industries Inc.
+2.81%
+$70,269.9 
AMD Advanced Micro Devices, Inc.
+2.76%
+$2.63M 
DINO HF Sinclair Corporation
+2.65%
+$3.62M 
MELI MercadoLibre, Inc.
+2.37%
+$3,309.46 
TPC Tutor Perini Corporation
+2.35%
+$175,692.65 
GOOGL Alphabet Inc
+2.3%
+$1.94M 
LFUS Littelfuse Inc.
+2.28%
+$402,655.84 
EE Excelerate Energy, Inc.
+2.21%
+$79,395.2 
CF CF Industries Holdings, Inc.
+2.17%
+$51,725.52 
ISRG Intuitive Surgical, Inc.
+2.15%
+$29.64 
PBF PBF Energy Inc.
+2.1%
+$108,984.48 
MSFT Microsoft Corp.
+2%
+$625,294.32 
CART Maplebear Inc.
+1.99%
+$839.02 
XP Xp Inc.
+1.86%
+$16,472.47 
MPC Marathon Petroleum Corporation
+1.66%
+$872,011.56 
GEV GE Vernova Inc.
+1.62%
+$1.23M 
COP ConocoPhillips
+1.55%
+$15,325.8 
PSX Phillips 66
+1.55%
+$598,870.44 
VST Vistra Corp
+1.5%
+$3,105.55 
DY Dycom Industries Inc.
+1.46%
+$46,076.1 
MKSI MKS Instruments Inc.
+1.4%
+$272,704.18 
CVX Chevron Corporation
+1.39%
+$301,347.99 
AER AerCap Holdings N.V.
+1.32%
+$71,900.73 
YOU Clear Secure Inc.
+1.31%
+$38,785.21 
PBR Petrobras S.A. Sponsored ADR
+1.31%
+$30.55 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
+1.26%
+$16.2 
CARG CarGurus, Inc.
+1.21%
+$27,610.97 
OVV Ovintiv Inc.
+1.2%
+$43,097.64 
DLR Digital Realty Trust, Inc.
+1.14%
+$1,241.46 
TEL TE Connectivity plc
+1.12%
+$54,977.13 
MCHP Microchip Technology Incorporated
+1.1%
+$234,519.45 
LNG Cheniere Energy Inc.
+1.07%
+$18,655.01 
XOM Exxon Mobil Corporation
+1%
+$153,285.08 
EOG EOG Resources, Inc.
+0.99%
+$183,767.73 
FCX Freeport-McMoRan Inc.
+0.99%
+$105,010.16 
BBD Banco Bradesco S.A. ADR
+0.99%
+$13.23 
SM SM Energy Company
+0.96%
+$29,081.1 
DVN Devon Energy Corporation
+0.95%
+$61,467.31 
EL The Estée Lauder Companies Inc. Class A
+0.88%
+$255,049.92 
META Meta Platforms Inc Class A
+0.88%
+$175,940.79 
PAAS Pan American Silver Corp.
+0.87%
+$46,864.54 
LYFT Lyft Inc.
+0.87%
+$48,014.91 
CVI Cvr Energy Inc.
+0.85%
+$35,988.6 
ADUS Addus HomeCare Corporation
+0.81%
+$262.7 
EXEL Exelixis Inc.
+0.78%
+$159,693.29 
ADI Analog Devices, Inc.
+0.7%
+$56,044.56 
NOW ServiceNow, Inc.
+0.61%
+$185.85 
NVDA NVIDIA Corporation
+0.6%
+$21.96 
UVE Universal Insurance Holdings, Inc.
+0.59%
+$18,143.09 
UBER Uber Technologies, Inc.
+0.54%
+$33,627.36 
MGA Magna International Inc.
+0.48%
+$176,649.28 
APH Amphenol Corporation
+0.46%
+$172,909.8 
EQNR Equinor ASA Sponsored ADR
+0.46%
+$7.14 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.4%
+$5.2 
INTU Intuit Inc.
+0.39%
+$17,685.96 
BMRN Biomarin Pharmaceutical Inc.
+0.38%
+$15,297.98 
BSY Bentley Systems, Incorporated Class B
+0.33%
+$1.71 
SCHW Charles Schwab Corporation
+0.32%
+$250,328.96 
CINF Cincinnati Financial Corporation
+0.31%
+$90,365.39 
KMT Kennametal Inc.
+0.31%
+$97,572.09 
CPK Chesapeake Utilities Corporation
+0.28%
+$6,601.17 
MAA Mid-America Apartment Communities, Inc.
+0.28%
+$11,944.99 
NEM Newmont Corporation
+0.26%
+$30,378.17 
OKE ONEOK, Inc.
+0.25%
+$8,840.93 
VIK Viking Holdings Ltd
+0.23%
+$12,469.16 
C Citigroup Inc.
+0.22%
+$39,070.08 
MTDR Matador Resources Company
+0.2%
+$20,572.31 
CNR Core Natural Resources, Inc.
+0.19%
+$4,287.2 
LUV Southwest Airlines Co.
+0.19%
+$51,415.29 
FNV Franco-Nevada Corporation
+0.16%
+$1,087.02 
HP Helmerich & Payne Inc.
+0.13%
+$14,553.67 
AVAH Aveanna Healthcare Holdings Inc.
+0.1%
+$3,129.97 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$5,386.08 
USB U.S. Bancorp
+0.09%
+$32.17 
KGS Kodiak Gas Services Inc.
+0.08%
+$4,037.16 
JBS JBS N.V.
+0.04%
+$152.41 
CMCL
0%
$0 
GMED Globus Medical Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$182,695.59 
UWMC UWM Holdings Corporation
-6.68%
-$160,544.16 
RKT Rocket Companies, Inc. Class A
-3.65%
-$55,133.25 
UPS United Parcel Service, Inc.
-3.38%
-$275,555.3 
QXO Qxo Inc.
-3.37%
-$131,934.07 
AAP Advance Auto Parts Inc.
-2.94%
-$97,904.04 
TFC Truist Financial Corporation
-2.67%
-$655,179 
WD Walker & Dunlop Inc.
-2.48%
-$189,703.88 
GBCI Glacier Bancorp Inc.
-2.3%
-$1.47M 
ALB Albemarle Corporation
-2.25%
-$406,555.68 
GE General Electric Company
-2.2%
-$220,484.83 
BA Boeing Company
-2.03%
-$228,322.8 
DELL Dell Technologies Inc.
-2%
-$835,113.32 
PRG Prog Holdings Inc.
-1.96%
-$83,532.54 
NUE Nucor Corporation
-1.95%
-$896,280.81 
MS Morgan Stanley
-1.93%
-$586,793.4 
PLD Prologis Inc.
-1.88%
-$1.5M 
ASTE Astec Industries Inc.
-1.85%
-$3,849.48 
VEL Velocity Financial Inc.
-1.83%
-$23,235.52 
WOR Worthington Enterprises Inc.
-1.83%
-$97,810.86 
SSRM Ssr Mining Inc.
-1.8%
-$50,271.1 
CIGI Colliers International Group Inc.
-1.8%
-$6,311.67 
VCYT Veracyte Inc.
-1.78%
-$41,602.05 
HOMB Home BancShares Inc.
-1.77%
-$421,863.24 
JLL Jones Lang LaSalle Inc.
-1.75%
-$50,106.68 
LGND Ligand Pharmaceuticals Inc.
-1.69%
-$70,409.09 
FIBK First Interstate Bancsystem Inc.
-1.69%
-$48,748.92 
MSEX Middlesex Water Company
-1.67%
-$36,650.88 
AGCO AGCO Corporation
-1.67%
-$186,574.08 
AU AngloGold Ashanti plc
-1.61%
-$14,313.32 
HD The Home Depot, Inc.
-1.61%
-$431,122.25 
XYL Xylem Inc.
-1.56%
-$66,511.93 
FLS Flowserve Corporation
-1.55%
-$380,718.08 
WTS Watts Water Technologies Inc.
-1.54%
-$48,991.88 
NXT Nextracker Inc.
-1.48%
-$35,547.7 
ADBE Adobe Inc.
-1.45%
-$17,639.85 
WTRG Essential Utilities Inc.
-1.44%
-$60,193.14 
AWI Armstrong World Industries, Inc.
-1.43%
-$28,894.08 
RYZ Ryerson Holding Corporation
-1.4%
-$3,700.14 
EFSC Enterprise Financial Services Corp.
-1.39%
-$164,406.66 
AWR American States Water Co.
-1.37%
-$21,642.8 
CMC Commercial Metals Company
-1.35%
-$792,203.4 
BCS Barclays PLC Sponsored ADR
-1.31%
-$70.81 
BOH Bank of Hawaii Corporation
-1.3%
-$552,809.6 
AMT American Tower Corporation
-1.3%
-$68,945.37 
TRNO Terreno Realty Corporation
-1.29%
-$79,796.08 
PNC The PNC Financial Services Group, Inc.
-1.28%
-$290,543.76 
SSB SouthState Bank Corporation (common stock), Frankfurt Exchange ticker IV1
-1.27%
-$420,137.96 
CDE Coeur Mining, Inc.
-1.24%
-$30,576.48 
PNFP Pinnacle Financial Partners Inc.
-1.24%
-$539,745 
CBU Community Bank System, Inc.
-1.19%
-$557,563.92 
KALU Kaiser Aluminum Corporation
-1.18%
-$230,142.58 
ONB Old National Bancorp
-1.18%
-$385,967.61 
UMBF UMB Financial Corporation
-1.18%
-$560,658.08 
ASB Associated Banc-Corp
-1.15%
-$35,227.8 
CATY Cathay General Bancorp
-1.13%
-$73,272.71 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.09%
-$32,122.02 
UBSI United Bankshares, Inc.
-1.08%
-$32,920.86 
LKFN Lakeland Financial Corporation
-1.07%
-$303,665.44 
BKNG Booking Holdings Inc.
-1.05%
-$285 
CFG Citizens Financial Group, Inc.
-1.02%
-$104,115.04 
NEE NextEra Energy, Inc.
-0.99%
-$433,336.64 
DIS The Walt Disney Company
-0.96%
-$90,353.74 
SMG Scotts Miracle-Gro Co.
-0.94%
-$30,565.4 
FR First Industrial Realty Trust Inc.
-0.94%
-$117,483.52 
NWG NatWest Group plc Sponsored ADR
-0.92%
-$25.25 
LLY Eli Lilly and Company
-0.91%
-$573,391.26 
HCC Warrior Met Coal Inc.
-0.9%
-$11,333.73 
HBAN Huntington Bancshares Incorporated
-0.9%
-$255,241.24 
GTY Getty Realty Corp.
-0.88%
-$78,712.96 
PII Polaris Inc.
-0.87%
-$32,021.76 
WFC Wells Fargo & Company
-0.84%
-$152,559.54 
CURB Curbline Properties Corp.
-0.84%
-$26,619.78 
GS The Goldman Sachs Group, Inc.
-0.83%
-$115,556.09 
INVH Invitation Homes Inc.
-0.81%
-$37,102.56 
RDN Radian Group Inc.
-0.81%
-$25,216 
RGLD Royal Gold Inc.
-0.8%
-$249,416.12 
AEE Ameren Corporation
-0.79%
-$43,990.32 
BAC Bank of America Corporation
-0.77%
-$171,643.06 
HPE Hewlett Packard Enterprise Company
-0.76%
-$185,992.8 
ES Eversource Energy
-0.74%
-$142,954.9 
TKO Tko Group Holdings Inc.
-0.71%
-$24,876.9 
MTB M&T Bank Corporation
-0.69%
-$48,505.74 
EPRT Essential Properties Realty Trust, Inc.
-0.66%
-$9,269.7 
MLI Mueller Industries Inc.
-0.66%
-$37,649.04 
NTRS Northern Trust Corporation
-0.64%
-$44,147.81 
TOWN TowneBank
-0.63%
-$93,863.46 
WST West Pharmaceutical Services, Inc.
-0.62%
-$48,397.44 
SYBT Stock Yards Bancorp Inc.
-0.6%
-$17,235.7 
NVO Novo Nordisk A/S Sponsored ADR
-0.55%
-$17.32 
EWBC East West Bancorp Inc.
-0.55%
-$42,876.22 
JBTM JBT Marel Corporation
-0.54%
-$50,157.36 
EGP EastGroup Properties Inc.
-0.5%
-$624.93 
PFE Pfizer Inc.
-0.5%
-$174,843.23 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$103.44 
VALE Vale S.A.
-0.49%
-$3.85 
BIPC Brookfield Infrastructure Partners L.P.
-0.47%
-$1,636.09 
COST Costco Wholesale Corporation
-0.46%
-$44,463.28 
WPM Wheaton Precious Metals Corp.
-0.4%
-$5.04 
EQR Equity Residential
-0.38%
-$19,901.76 
ADSK Autodesk, Inc.
-0.38%
-$81.67 
DAN Dana Inc.
-0.38%
-$11,565.3 
GATX GATX Corporation
-0.37%
-$10,127.05 
WGO Winnebago Industries, Inc.
-0.36%
-$44.55 
HSY The Hershey Company
-0.34%
-$98,293.18 
ABNB Airbnb, Inc.
-0.33%
-$45,305.28 
JPM JPMorgan Chase & Co.
-0.32%
-$115,110.71 
TROW T. Rowe Price Group, Inc.
-0.31%
-$18,698.58 
SLB Schlumberger Limited
-0.29%
-$75,613.63 
ABBV AbbVie Inc.
-0.27%
-$76,731.65 
ZETA Zeta Global Holdings Corp.
-0.25%
-$7,884.64 
EQIX Equinix, Inc.
-0.24%
-$111,111.88 
CRGY Crescent Energy Inc.
-0.23%
-$7,148.87 
POR Portland General Electric Company
-0.23%
-$5,241.6 
INDB Independent Bank Corp.
-0.22%
-$83,438.04 
IWD iShares Russell 1000 Value ETF
-0.17%
-$217.18 
CHEF The Chefs' Warehouse, Inc.
-0.17%
-$6,963.16 
COO The Cooper Companies, Inc.
-0.15%
-$7,496.72 
HCA HCA Healthcare Inc.
-0.15%
-$28,031.85 
SUPN Supernus Pharmaceuticals Inc.
-0.11%
-$2,903.45 
CRUS Cirrus Logic, Inc.
-0.1%
-$2,734.55 
EW Edwards Lifesciences Corporation
-0.1%
-$37.89 
BPOP Popular Inc.
-0.07%
-$1,612.87 
AVA Avista Corp.
-0.07%
-$959.91 
AEM Agnico Eagle Mines Limited
-0.07%
-$843.88 
UHS Universal Health Services, Inc.
-0.07%
-$23,714.78 
CUZ Cousins Properties Incorporated
-0.03%
-$865.06 
DG Dollar General Corporation
-0.02%
-$3,076.77 Events
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Dividends
Dividend Analysis
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| Trades 5606 | Longs Won 3274/5606 58% | Profit Factor 2.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.31M |
| Average Win $821,806.52 | Best Trade (Jul 22) $70.18M | Sharpe Ratio -47.71 |
| Average Loss -$462,474.05 | Worst Trade (Sep 29) -$15.25M | Z-Score -21.84 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $287,567.8 |
| 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 | 6,536 | 5,882 | 5,229 | 4,575 | 3,922 | 3,268 | 2,614 | 1,961 | 1,307 | 654 |
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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FAQ
Which stocks have generated the highest profits for Matthew Carney?
The largest contributions to the portfolio's profits come from the following stocks: Bank of America Corporation - $46.41M, NextEra Energy, Inc - $40.23M, The PNC Financial Services Group, Inc - $37.74M, Intuit Inc - $34.97M, and Microsoft Corp - $33.6M. 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: Medical Properties Trust, Inc - $23.72M, Alexandria Real Estate Equities, Inc - $22.89M, Paycom Software, Inc - $19.87M, Global Payments Inc - $19.79M, and Teleflex Incorporated - $17.19M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matthew Carney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $448.91M earned over time. The largest contributors to dividend income include Alexandria Real Estate Equities, Inc - $15.05M, Truist Financial Corporation - $9.32M, Stanley Black & Decker Inc - $9.1M, Eversource Energy - $9.01M, and NextEra Energy, Inc - $8.81M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matthew Carney's monthly returns?
Matthew Carney'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 Matthew Carney's strategy be considered aggressive or moderate?
Matthew Carney'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 Matthew Carney's strategy?
Matthew Carney'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.
