Alan Hartley Portfolio
Invests via Black Cypress Capital Management, LLC | Managed by Alan R. Hartley
Invests via Black Cypress Capital Management, LLC
Managed by Alan R. Hartley
Automatically Tracked
Alan Hartley Profile
Seasoned corporate executive and investor focusing on growth-stage technology and financial services companies. Alan Hartley brings operating experience in strategy, M&A and board advisory roles, pairing corporate leadership with direct venture and private equity investments. Known for coordinating cross-border transactions and driving go-to-market scale, he frequently works with management teams on capital raises and operational restructuring. Active in governance and portfolio oversight, he complements deal sourcing with strategic execution.
Seasoned corporate executive and investor focusing on growth-stage technology and financial services companies. Alan Hartley brings operating experience in strategy, M&A and board advisory roles, pairing corporate leadership with direct venture and private equity investments. Known for coordinating cross-border transactions and driving go-to-market scale, he frequently works with management teams on capital raises and operational restructuring. Active in governance and portfolio oversight, he complements deal sourcing with strategic execution.
Investment Philosophy & Strategy
Combines operational leadership with opportunistic growth-stage investing, targeting technology and financial-services businesses poised for scalable go-to-market expansion. Prioritizes minority and control investments that align capital with hands-on board-level guidance, M&A-driven value creation, and cross-border commercialization. Underwrites with revenue growth and unit-economics traction, favors capital-efficient scaling, and structures deals to preserve optionality. Time horizon is medium-to-long term, risk-managed via stage diversification, active governance, and disciplined exit planning.
Combines operational leadership with opportunistic growth-stage investing, targeting technology and financial-services businesses poised for scalable go-to-market expansion. Prioritizes minority and control investments that align capital with hands-on board-level guidance, M&A-driven value creation, and cross-border commercialization. Underwrites with revenue growth and unit-economics traction, favors capital-efficient scaling, and structures deals to preserve optionality. Time horizon is medium-to-long term, risk-managed via stage diversification, active governance, and disciplined exit planning.
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:
41.81%
Gain -0.92%
Monthly
1.15%
Yearly
14.71%
Drawdown
27.9%
$142.85M
Equity
Holdings
$142.85M
Investment
$130.71M
$42.43M
Profit -$1.33M
Realized
$30.29M
Unrealized
$12.14M
Dividends
$5.39M
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$1.33M
Win %
63%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$776,542.07
Win %
63%
This Month
Compared to last month
Gain
0.68%
Profit
$964,184.16
Win %
63%
This Year
Compared to last year
Gain
-4.53%
Profit
-$6.77M
Win %
65%
SLB Schlumberger Limited
+2.21%
+$135,790.49 
USB U.S. Bancorp
+2%
+$350,775.33 
HAL Halliburton Company
+1.85%
+$99,413.53 
STZ Constellation Brands, Inc.
+1.03%
+$8,081.08 
WFC Wells Fargo & Company
+0.74%
+$68,237.65 
LOW Lowe's Companies Inc.
+0.38%
+$18 
SBUX Starbucks Corporation
+0.16%
+$39.87 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$97.5 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$87 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$51 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$35 
UAL United Airlines Holdings, Inc.
-4.77%
-$300,348.72 
META Meta Platforms Inc Class A
-4.28%
-$810,031.71 
DAL Delta Air Lines, Inc.
-3.55%
-$12,922.06 
CCL Carnival Corporation Ltd.
-2.23%
-$150,530.24 
LULU lululemon athletica inc.
-2.23%
-$89,842.97 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-2.02%
-$2,399.54 
AMZN Amazon.com Inc
-1.96%
-$276,260.82 
IEMG iShares Core MSCI Emerging Markets ETF
-1.62%
-$11,901.08 
VWO Vanguard FTSE Emerging Markets ETF
-1.34%
-$8,091.18 
WCC Wesco International Inc.
-1.31%
-$62,535.6 
FND Floor & Decor Holdings, Inc.
-1.12%
-$183,718.52 
DIS The Walt Disney Company
-0.41%
-$54,213.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$3,101.45 
SCHF Schwab International Equity ETF
-0.26%
-$2,747.08 
FBIN Fortune Brands Innovations Inc.
-0.25%
-$24,348.7 
IVE ISHARES S&P 500 VALUE ETF
-0.18%
-$231.77 
IEFA iShares Core MSCI EAFE ETF
-0.12%
-$1,968.96 
BF-B Brown-Forman Corporation
-0.02%
-$809.94 Events
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Dividends
Dividend Analysis
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| Trades 273 | Longs Won 192/273 70% | Profit Factor 4.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $809,208.63 |
| Average Win $294,323.43 | Best Trade (Mar 31) $10.12M | Sharpe Ratio -9.99 |
| Average Loss -$173,824.81 | Worst Trade (Oct 14) -$2M | Z-Score -2.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $155,422.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% |
| Consecutive Losing Trades | 822 | 740 | 657 | 575 | 493 | 411 | 329 | 247 | 164 | 82 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 55,363 | $11.53M | $13.83M | - | $2.3M | 19.93% | -1.959% |
| BF-B Brown-Forman Corporation | 161,988 | $5.55M | $4.63M | - | -$918,612.49 | -16.56% | -0.017% |
| CCL Carnival Corporation Ltd. | 255,136 | $5.46M | $6.6M | - | $1.14M | 20.97% | -2.23% |
| DAL Delta Air Lines, Inc. | 4,665 | $258,009.03 | $351,321.15 | - | $93,312.12 | 36.17% | -3.548% |
| DIS The Walt Disney Company | 120,475 | $11.61M | $13.28M | - | $1.67M | 14.37% | -0.407% |
| FBIN Fortune Brands Innovations Inc. | 243,487 | $11.51M | $9.71M | - | -$1.81M | -15.71% | -0.25% |
| FND Floor & Decor Holdings, Inc. | 356,735 | $22.92M | $16.14M | - | -$6.78M | -29.59% | -1.125% |
| HAL Halliburton Company | 162,973 | $3.36M | $5.46M | - | $2.1M | 62.66% | +1.855% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 3,500 | $84,856.95 | $84,717.5 | - | -$139.45 | -0.16% | +0.041% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 5,800 | $140,844 | $139,809 | - | -$1,035 | -0.73% | +0.062% |
| IBTG iShares iBonds Dec 2026 Term Treasury ETF | 5,100 | $116,989.2 | $116,586 | - | -$403.2 | -0.34% | +0.044% |
| IBTH iShares iBonds Dec 2027 Term | 6,500 | $146,027 | $144,982.5 | - | -$1,044.5 | -0.72% | +0.067% |
| IEFA iShares Core MSCI EAFE ETF | 16,408 | $1.25M | $1.58M | - | $334,720.58 | 26.81% | -0.124% |
| IEMG iShares Core MSCI Emerging Markets ETF | 9,408 | $501,375.99 | $722,769.6 | - | $221,393.61 | 44.16% | -1.62% |
| IVE ISHARES S&P 500 VALUE ETF | 539 | $100,811.1 | $126,788.97 | - | $25,977.87 | 25.77% | -0.182% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 839 | $71,368.37 | $116,461.59 | - | $45,093.22 | 63.18% | -2.019% |
| LOW Lowe's Companies Inc. | 24 | $5,787.94 | $4,715.28 | - | -$1,072.66 | -18.53% | +0.383% |
| LULU lululemon athletica inc. | 40,653 | $5.67M | $3.94M | - | -$1.73M | -30.57% | -2.23% |
| META Meta Platforms Inc Class A | 25,699 | $14.16M | $18.12M | - | $3.96M | 28% | -4.278% |
| SBUX Starbucks Corporation | 263 | $24,098.69 | $25,519.31 | - | $1,420.62 | 5.9% | +0.156% |
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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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FAQ
Which stocks have generated the highest profits for Alan Hartley?
The largest contributions to the portfolio's profits come from the following stocks: Wesco International Inc - $17.58M, Johnson Controls International plc - $4.38M, Wells Fargo & Company - $3.61M, Delta Air Lines, Inc - $2.1M, and Halliburton Company - $1.9M. 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: Brown-Forman Corporation - $1.43M, Lowe's Companies Inc - $124,731.89, The Walt Disney Company - $33,477.82, Constellation Brands, Inc - $20,685.26, and Floor & Decor Holdings, Inc - $14,294.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alan Hartley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.39M earned over time. The largest contributors to dividend income include U.S. Bancorp - $1.44M, Wesco International Inc - $567,840.99, Schlumberger Limited - $514,665.2, Wells Fargo & Company - $502,394.15, and Halliburton Company - $441,289.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alan Hartley's monthly returns?
Alan Hartley'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 Alan Hartley's strategy be considered aggressive or moderate?
Alan Hartley'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 Alan Hartley's strategy?
Alan Hartley'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.
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