JBL
Jason B. Lockridge Portfolio
Invests via Southern Capital Advisors LLC | Managed by Charles Lee Johnson, Jason B. Lockridge
Invests via Southern Capital Advisors LLC
Managed by Charles Lee Johnson, Jason B. Lockridge
Automatically Tracked
Jason B. Lockridge Profile
With a robust background in private equity, Jason B. Lockridge has carved a niche as an investor-operator adept at identifying strategic opportunities for growth and transformation. His career spans several leading firms where he honed his skills in deal origination and execution, positioning him as a key player in navigating complex transactions across multiple sectors. Known for his insightful market analysis and operational expertise, he drives value creation through hands-on management of portfolio companies. Lockridge's leadership within various boards showcases his commitment to fostering innovation while enhancing competitive advantages within rapidly evolving markets.
With a robust background in private equity, Jason B. Lockridge has carved a niche as an investor-operator adept at identifying strategic opportunities for growth and transformation. His career spans several leading firms where he honed his skills in deal origination and execution, positioning him as a key player in navigating complex transactions across multiple sectors. Known for his insightful market analysis and operational expertise, he drives value creation through hands-on management of portfolio companies. Lockridge's leadership within various boards showcases his commitment to fostering innovation while enhancing competitive advantages within rapidly evolving markets.
Investment Philosophy & Strategy
In a landscape ripe with potential, Jason B. Lockridge leverages his unique blend of operational insight and strategic foresight to capitalize on investment opportunities that others might overlook. With an entrepreneurial mindset shaped by years in private equity, he emphasizes hands-on involvement in portfolio management to drive meaningful transformation and growth. His methodical approach prioritizes identifying sectors poised for disruption, ensuring targeted investments deliver sustainable results. By aligning closely with company leadership and fostering innovation within teams, he cultivates competitive advantages while optimizing operational efficiencies across diverse markets.
In a landscape ripe with potential, Jason B. Lockridge leverages his unique blend of operational insight and strategic foresight to capitalize on investment opportunities that others might overlook. With an entrepreneurial mindset shaped by years in private equity, he emphasizes hands-on involvement in portfolio management to drive meaningful transformation and growth. His methodical approach prioritizes identifying sectors poised for disruption, ensuring targeted investments deliver sustainable results. By aligning closely with company leadership and fostering innovation within teams, he cultivates competitive advantages while optimizing operational efficiencies across diverse markets.
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:
39.06%
Gain +0.51%
Monthly
0.39%
Yearly
4.78%
Drawdown
20.1%
$231.91M
Equity
Holdings
$231.91M
Investment
$179.41M
$53.93M
Profit +$1.37M
Realized
$1.44M
Unrealized
$52.5M
Dividends
$12.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.51%
Profit
$1.37M
Win %
85%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.37M
Win %
85%
This Month
Compared to last month
Gain
-0.64%
Profit
-$1.5M
Win %
85%
This Year
Compared to last year
Gain
7.12%
Profit
$15.42M
Win %
85%
GEV GE Vernova Inc.
+3.65%
+$16,636.29 
T AT&T Inc.
+2.48%
+$5,239.44 
JPM JPMorgan Chase & Co.
+2.3%
+$15,934.56 
TSLA Tesla, Inc.
+1.88%
+$4,397.94 
IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF
+1.85%
+$12,494.94 
KMI Kinder Morgan, Inc.
+1.82%
+$6,141.75 
IYM iShares U.S. Basic Materials ETF
+1.76%
+$5,379.02 
SOXX iShares Semiconductor ETF
+1.59%
+$9,292.04 
BLK BlackRock, Inc.
+1.56%
+$23,064.28 
BAC Bank of America Corporation
+1.52%
+$5,134.08 
COF Capital One Financial Corporation
+1.47%
+$26,783.92 
IYG iShares U.S. Financial Services ETF
+1.4%
+$80,015.96 
IYF iShares U.S. Financials ETF
+1.37%
+$9,091.15 
ABBV AbbVie Inc.
+1.29%
+$3,491.12 
AFL Aflac Inc.
+1.17%
+$24,398.4 
AZO AutoZone Inc.
+1.08%
+$3,321.5 
JNJ Johnson & Johnson
+1.07%
+$4,676.7 
GGLL Direxion Daily GOOGL Bull 2x Shares
+1.02%
+$9,568.62 
IJR iShares Core S&P Small-Cap ETF
+1%
+$216,868.19 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,910.59 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$19,715.58 
IWM iShares Russell 2000 ETF
+0.9%
+$24,714.46 
PG Procter & Gamble Co
+0.85%
+$28,359.24 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$256,820.96 
GE General Electric Company
+0.75%
+$16,560.99 
CVX Chevron Corporation
+0.74%
+$2,734.52 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$1,731.6 
VB Vanguard Small-Cap ETF
+0.73%
+$2,259.64 
HD The Home Depot, Inc.
+0.72%
+$3,046.68 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$33,182.66 
KHC The Kraft Heinz Company
+0.7%
+$2,635 
FSTA Fidelity MSCI Consumer Staples Index ETF
+0.65%
+$2,911.65 
FTEC Fidelity MSCI Information Technology Index ETF
+0.62%
+$69,163.47 
IYJ iShares U.S. Industrials ETF
+0.62%
+$31,538.13 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$1,945 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$41,376.67 
VGT Vanguard Information Technology ETF
+0.6%
+$7,358.4 
FDVV Fidelity High Dividend ETF
+0.59%
+$1,800 
IVV iShares Core S&P 500 ETF
+0.58%
+$160,248.55 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,047.32 
FHN First Horizon Corporation
+0.56%
+$2,972.48 
GOOGL Alphabet Inc
+0.56%
+$1,592.01 
GOOG Alphabet Inc
+0.46%
+$3,120.92 
WMT Walmart Inc.
+0.45%
+$4,844.51 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,646.56 
ROK Rockwell Automation, Inc.
+0.41%
+$1,009.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$18,310.6 
SFLR Innovator Equity Managed Floor ETF
+0.34%
+$2,163.46 
AMGN Amgen Inc.
+0.32%
+$1,331.52 
PSTP Innovator Power Buffer Step-Up Strategy ETF
+0.3%
+$1,923.87 
XOM Exxon Mobil Corporation
+0.28%
+$2,576.44 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$39,670.62 
VUG Vanguard Growth ETF
+0.22%
+$4,563.42 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.15%
+$2,593.95 
NVDA NVIDIA Corporation
+0.14%
+$1,747.63 
RF-PF Regions Financial Corporation
+0.12%
+$374.64 
MSFT Microsoft Corp.
+0.1%
+$1,808.4 
IBB iShares Biotechnology ETF
+0.1%
+$3,970.01 
KO The Coca-Cola Company
+0.1%
+$241.2 
IYC iShares U.S. Consumer Discretionary ETF
+0.09%
+$3,826.44 
SGOL abrdn Physical Gold Shares ETF
+0.09%
+$223.99 
RIG Transocean Ltd.
+0.08%
+$175 
GLD SPDR Gold Shares
+0.06%
+$219.87 
ORCL Oracle Corporation
+0.05%
+$394.97 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$4,463.1 
MCD McDonald's Corporation
+0.01%
+$13.85 
FLG
0%
$0 
AAPL Apple Inc.
-1.52%
-$91,530 
MRK Merck & Co., Inc.
-1.41%
-$10,149.86 
AMZN Amazon.com Inc
-1.23%
-$14,509.92 
NFLX Netflix, Inc.
-1.14%
-$20,172.63 
BA Boeing Company
-1.13%
-$7,979.29 
IBM International Business Machines Corporation
-0.96%
-$4,459.47 
UPS United Parcel Service, Inc.
-0.52%
-$52,217.86 
ISRG Intuitive Surgical, Inc.
-0.44%
-$1,085.99 
LVHB Innovator Lunt Low Vol/High Beta Tactical ETF
-0.42%
-$2,698.3 
NOC Northrop Grumman Corporation
-0.4%
-$819.06 
RTX RTX Corporation
-0.33%
-$1,562.82 
FHLC Fidelity MSCI Health Care Index ETF
-0.23%
-$1,534.25 
META Meta Platforms Inc Class A
-0.23%
-$1,084.19 
FCOM Fidelity MSCI Communication Services Index ETF
-0.11%
-$6,068.72 
LOW Lowe's Companies Inc.
-0.1%
-$390.72 
INTU Intuit Inc.
-0.07%
-$718.92 
TSCO Tractor Supply Company
-0.03%
-$151.68 Events
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Dividends
Dividend Analysis
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| Trades 1164 | Longs Won 772/1164 66% | Profit Factor 3.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $431,141.61 |
| Average Win $102,040.89 | Best Trade (Jun 12) $6.49M | Sharpe Ratio -13.76 |
| Average Loss -$63,371.86 | Worst Trade (Jun 10) -$9.55M | Z-Score 10.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $46,334.88 |
| 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 | 3,663 | 3,297 | 2,930 | 2,564 | 2,198 | 1,832 | 1,465 | 1,099 | 733 | 366 |
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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