MC
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:
49.17%
Gain +2.34%
Monthly
0.78%
Yearly
9.83%
Drawdown
17.16%
$3.02B
Equity
Holdings
$3.02B
Investment
$2.26B
$1.62B
Profit +$76.4M
Realized
$856.82M
Unrealized
$758.21M
Dividends
$435.96M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.34%
Profit
$76.4M
Win %
71%
This Week
Compared To Last Week
Gain
-0.31%
Profit
-$9.4M
Win %
71%
This Month
Compared to last month
Gain
2.36%
Profit
$69.72M
Win %
71%
This Year
Compared to last year
Gain
-2.49%
Profit
-$9.85M
Win %
70%
MU Micron Technology, Inc.
+11.69%
+$280,197.12 
MRVL Marvell Technology, Inc.
+11.12%
+$25.56M 
QXO Qxo Inc.
+10.06%
+$412,123.93 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$1,972.92 
MKSI MKS Instruments Inc.
+9.25%
+$1.76M 
STRL Sterling Infrastructure, Inc.
+8.87%
+$43,507.1 
ALB Albemarle Corporation
+8%
+$1.76M 
AMD Advanced Micro Devices, Inc.
+7.96%
+$6.92M 
MPWR Monolithic Power Systems, Inc.
+7.91%
+$509,731.25 
KALU Kaiser Aluminum Corporation
+7.36%
+$1.59M 
VIAV Viavi Solutions Inc.
+7.3%
+$280,484.46 
RKT Rocket Companies, Inc. Class A
+7.26%
+$94,662.75 
FLS Flowserve Corporation
+7.19%
+$1.88M 
SSRM Ssr Mining Inc.
+7.17%
+$192,341.6 
TPC Tutor Perini Corporation
+7.14%
+$465,822.95 
LUV Southwest Airlines Co.
+7.05%
+$1.67M 
NXT Nextracker Inc.
+6.91%
+$180,186.3 
FCX Freeport-McMoRan Inc.
+6.89%
+$774,902.2 
CDE Coeur Mining, Inc.
+6.44%
+$170,863.52 
VSXY Victoria's Secret & Co.
+6.21%
+$169,408.28 
BA Boeing Company
+6.05%
+$663,448.32 
AU AngloGold Ashanti plc
+6.04%
+$54,713.82 
DELL Dell Technologies Inc.
+5.94%
+$2.31M 
CMC Commercial Metals Company
+5.72%
+$3.71M 
MCHP Microchip Technology Incorporated
+5.72%
+$1.33M 
VST Vistra Corp
+5.61%
+$10,334.11 
PAAS Pan American Silver Corp.
+5.37%
+$304,298.52 
LFUS Littelfuse Inc.
+5.36%
+$1.04M 
VIK Viking Holdings Ltd
+5.3%
+$265,819.82 
CHEF The Chefs' Warehouse, Inc.
+5.27%
+$189,482.49 
UPS United Parcel Service, Inc.
+5.22%
+$373,176.65 
NEM Newmont Corporation
+5.2%
+$637,281.18 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+5.09%
+$58.24 
ADI Analog Devices, Inc.
+4.95%
+$412,903.84 
WPM Wheaton Precious Metals Corp.
+4.78%
+$61.68 
XP Xp Inc.
+4.75%
+$37,727.27 
BCS Barclays PLC Sponsored ADR
+4.74%
+$217.28 
GEV GE Vernova Inc.
+4.58%
+$2.84M 
PII Polaris Inc.
+4.46%
+$148,350.81 
GE General Electric Company
+4.43%
+$405,371.37 
NWG NatWest Group plc Sponsored ADR
+4.27%
+$101.75 
BBD Banco Bradesco S.A. ADR
+4.24%
+$52.92 
DY Dycom Industries Inc.
+4.22%
+$146,192.55 
SMG Scotts Miracle-Gro Co.
+4.21%
+$114,050 
NUE Nucor Corporation
+4.16%
+$2.02M 
CMCL Caledonia Mining Corporation Plc
+4.05%
+$85,398.16 
DG Dollar General Corporation
+3.98%
+$448,695.62 
KMT Kennametal Inc.
+3.87%
+$1.2M 
NU Nu Holdings Ltd.
+3.83%
+$46,688.96 
RGLD Royal Gold Inc.
+3.81%
+$1.24M 
IIIN Insteel Industries Inc.
+3.76%
+$84,404.65 
TKO Tko Group Holdings Inc.
+3.58%
+$140,526 
C Citigroup Inc.
+3.47%
+$634,717.44 
AVGO Broadcom Inc.
+3.47%
+$90.3 
AEM Agnico Eagle Mines Limited
+3.46%
+$46,902.24 
JBTM JBT Marel Corporation
+3.45%
+$286,314.93 
GS The Goldman Sachs Group, Inc.
+3.43%
+$448,369.86 
CRUS Cirrus Logic, Inc.
+3.21%
+$95,426.54 
EL The Estée Lauder Companies Inc. Class A
+3.08%
+$925,215.59 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$763.22 
VALE Vale S.A.
+2.91%
+$23.93 
MS Morgan Stanley
+2.91%
+$851,203.92 
HPE Hewlett Packard Enterprise Company
+2.86%
+$690,830.4 
TEL TE Connectivity plc
+2.8%
+$137,079.54 
NTRS Northern Trust Corporation
+2.78%
+$171,397.38 
MGA Magna International Inc.
+2.75%
+$972,951.11 
NVO Novo Nordisk A/S Sponsored ADR
+2.71%
+$73.08 
INTR Inter & Co, Inc.
+2.7%
+$1,207.5 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.63%
+$73,039.35 
LGND Ligand Pharmaceuticals Inc.
+2.55%
+$86,929.89 
PRG Prog Holdings Inc.
+2.51%
+$83,532.54 
WD Walker & Dunlop Inc.
+2.45%
+$191,233.75 
TLN Talen Energy Corporation
+2.44%
+$5,279.03 
WTS Watts Water Technologies Inc.
+2.41%
+$69,435.86 
LYFT Lyft Inc.
+2.39%
+$113,813.12 
CFG Citizens Financial Group, Inc.
+2.36%
+$215,968.36 
HSY The Hershey Company
+2.33%
+$698,220.52 
MLI Mueller Industries Inc.
+2.28%
+$145,769.36 
HD The Home Depot, Inc.
+2.26%
+$570,346.26 
PFE Pfizer Inc.
+2.23%
+$797,291.49 
APH Amphenol Corporation
+2.21%
+$812,676.06 
HBAN Huntington Bancshares Incorporated
+2.2%
+$575,849.13 
AGCO AGCO Corporation
+2.19%
+$231,759.99 
NVDA NVIDIA Corporation
+2.17%
+$78.48 
AAP Advance Auto Parts Inc.
+2.17%
+$80,959.11 
LLY Eli Lilly and Company
+2.13%
+$1.3M 
AER AerCap Holdings N.V.
+2.12%
+$106,643.46 
WOR Worthington Enterprises Inc.
+2.1%
+$116,030.53 
IWD iShares Russell 1000 Value ETF
+1.99%
+$2,396.58 
WGO Winnebago Industries, Inc.
+1.98%
+$220.72 
GBCI Glacier Bancorp Inc.
+1.96%
+$1.12M 
AWI Armstrong World Industries, Inc.
+1.86%
+$36,586.24 
TFC Truist Financial Corporation
+1.84%
+$428,206.28 
BKNG Booking Holdings Inc.
+1.84%
+$442.5 
XYL Xylem Inc.
+1.79%
+$66,860.16 
DIS The Walt Disney Company
+1.77%
+$168,211.75 
EXEL Exelixis Inc.
+1.75%
+$337,742.12 
TROW T. Rowe Price Group, Inc.
+1.73%
+$94,261.36 
BPOP Popular Inc.
+1.7%
+$34,321.98 
MTB M&T Bank Corporation
+1.7%
+$106,684.59 
ASTE Astec Industries Inc.
+1.68%
+$3,132.42 
CART Maplebear Inc.
+1.67%
+$636.18 
EWBC East West Bancorp Inc.
+1.63%
+$121,920.15 
AVAH Aveanna Healthcare Holdings Inc.
+1.6%
+$34,429.67 
JBS JBS N.V.
+1.46%
+$5,334.35 
USB U.S. Bancorp
+1.43%
+$473.85 
JPM JPMorgan Chase & Co.
+1.4%
+$460,437.49 
ABNB Airbnb, Inc.
+1.37%
+$167,063.22 
UBER Uber Technologies, Inc.
+1.37%
+$81,050.56 
MELI MercadoLibre, Inc.
+1.37%
+$1,671.67 
HCA HCA Healthcare Inc.
+1.34%
+$255,854.34 
ONB Old National Bancorp
+1.31%
+$392,094.08 
ASB Associated Banc-Corp
+1.21%
+$33,759.97 
EE Excelerate Energy, Inc.
+1.14%
+$34,620 
DLR Digital Realty Trust, Inc.
+1.13%
+$1,285.35 
CINF Cincinnati Financial Corporation
+1.12%
+$297,453.42 
BAC Bank of America Corporation
+1.09%
+$217,292.81 
SUPN Supernus Pharmaceuticals Inc.
+1.02%
+$24,283.4 
PLD Prologis Inc.
+0.97%
+$756,476.6 
FIBK First Interstate Bancsystem Inc.
+0.94%
+$25,113.08 
KGS Kodiak Gas Services Inc.
+0.92%
+$44,775.83 
EGP EastGroup Properties Inc.
+0.9%
+$1,013.4 
UHS Universal Health Services, Inc.
+0.89%
+$291,352.95 
SLB Schlumberger Limited
+0.88%
+$274,449.49 
HOMB Home BancShares Inc.
+0.87%
+$185,774.64 
NTR Nutrien Ltd.
+0.84%
+$290,012.13 
CURB Curbline Properties Corp.
+0.79%
+$23,606.22 
PBR Petrobras S.A. Sponsored ADR
+0.77%
+$18.2 
SYBT Stock Yards Bancorp Inc.
+0.74%
+$19,513.45 
CATY Cathay General Bancorp
+0.71%
+$43,344.42 
TRNO Terreno Realty Corporation
+0.69%
+$37,841.44 
UVE Universal Insurance Holdings, Inc.
+0.69%
+$20,509.58 
BOH Bank of Hawaii Corporation
+0.68%
+$261,597.4 
CBU Community Bank System, Inc.
+0.67%
+$295,780.86 
PNFP Pinnacle Financial Partners Inc.
+0.66%
+$263,395.56 
FR First Industrial Realty Trust Inc.
+0.6%
+$68,304.37 
ZETA Zeta Global Holdings Corp.
+0.58%
+$16,486.06 
INDB Independent Bank Corp.
+0.57%
+$207,804.54 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$114,782.72 
WFC Wells Fargo & Company
+0.54%
+$91,328.16 
EQIX Equinix, Inc.
+0.47%
+$222,682.9 
GOOGL Alphabet Inc
+0.42%
+$364,584.16 
UMBF UMB Financial Corporation
+0.42%
+$179,280.2 
GATX GATX Corporation
+0.37%
+$9,522.45 
EFSC Enterprise Financial Services Corp.
+0.35%
+$38,683.92 
TOWN TowneBank
+0.31%
+$44,891.22 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$15,933.82 
UBSI United Bankshares, Inc.
+0.22%
+$6,392.4 
ISRG Intuitive Surgical, Inc.
+0.2%
+$3.32 
COO
0%
$0 
ERJ Embraer S.A. Sponsored ADR
0%
$0 
RYI Ryerson Holding Corporation
0%
$0 
SSB
0%
$0 
DAN Dana Inc.
-15.14%
-$621,056.61 
ADSK Autodesk, Inc.
-7.1%
-$1,555.29 
ADBE Adobe Inc.
-6.25%
-$74,547.54 
BSY Bentley Systems, Incorporated Class B
-5.79%
-$30.08 
SM SM Energy Company
-4.75%
-$151,221.72 
DVN Devon Energy Corporation
-4.27%
-$294,746.86 
COP ConocoPhillips
-3.79%
-$39,089.4 
PBF PBF Energy Inc.
-3.41%
-$119,717.8 
NOW ServiceNow, Inc.
-2.78%
-$870.25 
EOG EOG Resources, Inc.
-2.71%
-$502,386.6 
XOM Exxon Mobil Corporation
-2.68%
-$417,391.13 
INTU Intuit Inc.
-2.58%
-$113,795.19 
CF CF Industries Holdings, Inc.
-2.51%
-$53,684.82 
CVI Cvr Energy Inc.
-2.47%
-$92,370.74 
MTDR Matador Resources Company
-2.42%
-$248,737.93 
OVV Ovintiv Inc.
-2.42%
-$86,815.4 
MSEX Middlesex Water Company
-2.35%
-$48,104.28 
BABA Alibaba Group Holding Limited SP ADR
-2.33%
-$269 
AWR American States Water Co.
-2.17%
-$30,158 
CVX Chevron Corporation
-2.1%
-$459,526.82 
BIPC Brookfield Infrastructure Partners L.P.
-2.03%
-$7,233.24 
PSX Phillips 66
-2.03%
-$689,353.98 
EQNR Equinor ASA Sponsored ADR
-2%
-$31.5 
CRGY Crescent Energy Inc.
-1.96%
-$65,769.65 
CPK Chesapeake Utilities Corporation
-1.86%
-$41,391.12 
YOU Clear Secure Inc.
-1.86%
-$50,922.08 
UWMC UWM Holdings Corporation
-1.85%
-$53,514.72 
MSFT Microsoft Corp.
-1.77%
-$557,760.06 
CIGI Colliers International Group Inc.
-1.76%
-$6,001.26 
RDN Radian Group Inc.
-1.71%
-$46,886 
AMT American Tower Corporation
-1.69%
-$101,234.26 
VCYT Veracyte Inc.
-1.56%
-$29,715.75 
OKE ONEOK, Inc.
-1.55%
-$52,669.4 
CARG CarGurus, Inc.
-1.5%
-$27,286.14 
KVYO Klaviyo Inc.
-1.45%
-$331.17 
EPRT Essential Properties Realty Trust, Inc.
-1.45%
-$18,750.08 
EQR Equity Residential
-1.41%
-$71,345.95 
CNR Core Natural Resources, Inc.
-1.39%
-$34,029.65 
JD JD.com Inc.
-1.37%
-$221,691.6 
POR Portland General Electric Co.
-1.34%
-$29,702.4 
HCC Warrior Met Coal Inc.
-1.22%
-$18,517.08 
DINO HF Sinclair Corporation
-1.22%
-$1.32M 
MAA Mid-America Apartment Communities, Inc.
-1.2%
-$54,652.42 
WTRG Essential Utilities Inc.
-1.17%
-$46,464.88 
BMRN Biomarin Pharmaceutical Inc.
-1.12%
-$42,834.33 
PENN PENN Entertainment, Inc.
-1.12%
-$42,444.96 
ES Eversource Energy
-1.11%
-$198,837.27 
GTY Getty Realty Corp.
-1.1%
-$91,011.86 
VEL Velocity Financial Inc.
-0.97%
-$12,343.87 
MPC Marathon Petroleum Corporation
-0.94%
-$417,488.16 
AVA Avista Corp.
-0.9%
-$12,158.86 
INVH Invitation Homes Inc.
-0.89%
-$40,131.33 
COST Costco Wholesale Corporation
-0.82%
-$82,144.89 
LNG Cheniere Energy Inc.
-0.72%
-$11,530.98 
SCHW Charles Schwab Corporation
-0.62%
-$430,252.9 
LKFN Lakeland Financial Corporation
-0.56%
-$154,098.88 
AEE Ameren Corporation
-0.52%
-$27,993.84 
HP Helmerich & Payne Inc.
-0.51%
-$64,683 
META Meta Platforms Inc Class A
-0.45%
-$80,509.53 
GMED Globus Medical Inc.
-0.41%
-$74.25 
NEE NextEra Energy, Inc.
-0.39%
-$162,501.24 
EW Edwards Lifesciences Corporation
-0.33%
-$117.88 
CUZ Cousins Properties Incorporated
-0.31%
-$7,785.54 
FNV Franco-Nevada Corporation
-0.27%
-$1,844.64 
WST West Pharmaceutical Services, Inc.
-0.17%
-$12,531.48 
ADUS Addus HomeCare Corporation
-0.14%
-$36.92 
ABBV AbbVie Inc.
-0.08%
-$21,439.41 
JLL Jones Lang LaSalle Inc.
-0.06%
-$1,563.12 Events
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Dividends
Dividend Analysis
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| Trades 5606 | Longs Won 3241/5606 57% | Profit Factor 2.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.59M |
| Average Win $821,433.98 | Best Trade (Jun 11) $105.03M | Sharpe Ratio -36.36 |
| Average Loss -$442,807.63 | Worst Trade (Sep 29) -$15.25M | Z-Score -3.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $288,089.1 |
| 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 | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
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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