TM
Thomas Morgan Portfolio
Invests via Corps Capital Advisors LLC | Managed by Thomas Morgan Jr., Constantinos Maniatis
Invests via Corps Capital Advisors LLC
Managed by Thomas Morgan Jr., Constantinos Maniatis
Automatically Tracked
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:
28.42%
Gain -0.05%
Monthly
1.17%
Yearly
15.01%
Drawdown
18.3%
$128.29M
Equity
Holdings
$128.29M
Investment
$102.27M
$26.29M
Profit -$76,207.09
Realized
$277,150.39
Unrealized
$26.01M
Dividends
$3.24M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$76,207.09
Win %
72%
This Week
Compared To Last Week
Gain
-1.77%
Profit
-$2.31M
Win %
72%
This Month
Compared to last month
Gain
0.04%
Profit
$44,363.4
Win %
72%
This Year
Compared to last year
Gain
4.8%
Profit
$5.87M
Win %
64%
BNAIW Brand Engagement Networks Inc.
+23.78%
+$7,831.03 
BNAI Brand Engagement Network Inc.
+8.72%
+$14,822.55 
LLY Eli Lilly and Company
+4.77%
+$16,833.8 
BETA BETA Technologies, Inc. - Class A Common Stock
+4.75%
+$85,471.68 
CRM Salesforce Inc
+4.08%
+$13,173.84 
TMO Thermo Fisher Scientific Inc.
+3.88%
+$50,917.61 
HD The Home Depot, Inc.
+3.88%
+$30,093.93 
RBRK Rubrik, Inc.
+3.34%
+$11,400 
NFLX Netflix, Inc.
+3.2%
+$74,801.48 
V Visa Inc. Class A
+2.98%
+$16,438.16 
MQY BlackRock MuniYield Quality Fund, Inc.
+2.87%
+$4,858.11 
SLV iShares Silver Trust
+2.83%
+$13,007.2 
UBER Uber Technologies, Inc.
+2.76%
+$7,001.24 
MA Mastercard Incorporated
+2.69%
+$63,809.52 
WFC Wells Fargo & Company
+2.67%
+$9,033.12 
ARM Arm Holdings plc American Depositary Receipt
+2.51%
+$82,475.63 
IBM International Business Machines Corporation
+2.5%
+$4,552 
STWD Starwood Property Trust Inc.
+2.46%
+$3,204.64 
AXP American Express Company
+2.4%
+$6,967.79 
F Ford Motor Company
+2.37%
+$4,064.39 
NRG NRG Energy, Inc.
+2.31%
+$3,641.79 
MCK McKesson Corporation
+2.17%
+$11,034.39 
LMT Lockheed Martin Corporation
+1.91%
+$10,074.89 
WMT Walmart Inc.
+1.68%
+$17,908.8 
NUV Nuveen Municipal Value Fund, Inc.
+1.45%
+$2,761.25 
GLD SPDR Gold Shares
+1.43%
+$13,950.37 
HIO Western Asset High Income Opportunity Fund Inc.
+1.4%
+$1,125 
MSFT Microsoft Corp.
+1.29%
+$68,541.99 
GS The Goldman Sachs Group, Inc.
+1.28%
+$49,530.61 
CB Chubb Limited
+1.23%
+$5,246.01 
VIK Viking Holdings Ltd
+1.21%
+$4,060 
GE General Electric Company
+1.15%
+$8,035.82 
CSX CSX Corporation
+0.93%
+$2,025 
DTF DTF Tax-Free Income 2028 Trust
+0.91%
+$1,947.5 
PAA Plains All American Pipeline, L.P.
+0.88%
+$14,539.35 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.8%
+$4,173.53 
NEE NextEra Energy, Inc.
+0.79%
+$2,061.5 
CP Canadian Pacific Kansas City Limited
+0.72%
+$7,065.52 
ABBV AbbVie Inc.
+0.66%
+$10,618.18 
JEPI JPMorgan Equity Premium Income Fund
+0.57%
+$2,508.68 
GD General Dynamics Corporation
+0.57%
+$1,487.7 
AMZN Amazon.com Inc
+0.48%
+$25,921.3 
GOOGL Alphabet Inc
+0.48%
+$21,552.89 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$11,870.2 
GOOG Alphabet Inc
+0.43%
+$10,643.14 
FCX Freeport-McMoRan Inc.
+0.36%
+$1,539.25 
TMFC Motley Fool 100 Index ETF
+0.28%
+$1,823.62 
META Meta Platforms Inc Class A
+0.21%
+$5,413.15 
PEP PepsiCo, Inc.
+0.2%
+$770.38 
VZ Verizon Communications Inc.
+0.16%
+$1,729.49 
IEP Icahn Enterprises L.P.
+0.15%
+$164.54 
MS Morgan Stanley
+0.12%
+$217.15 
COST Costco Wholesale Corporation
+0.1%
+$2,032.69 
IMO Imperial Oil Limited
+0.05%
+$174 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.01%
+$75.31 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 SLND
SLNDWS
0%
$0 
VRT Vertiv Holdings Co
-5%
-$8,912 
WMB The Williams Companies, Inc.
-4.75%
-$14,255.2 
STX Seagate Technology Holdings plc
-4.51%
-$11,384.63 
JCI Johnson Controls International plc
-4.08%
-$11,121.36 
PSX Phillips 66
-3.51%
-$48,901.01 
AMAT Applied Materials, Inc.
-3.5%
-$45,877.79 
LRCX Lam Research Corporation
-3.48%
-$7,032.38 
CSCO Cisco Systems, Inc.
-3.42%
-$31,771.53 
TRGP Targa Resources Corp.
-3.21%
-$13,005.85 
DINO HF Sinclair Corporation
-3.13%
-$31,472.61 
CRWD CrowdStrike Holdings, Inc.
-2.89%
-$239,407.41 
TRP TC Energy Corporation
-2.63%
-$14,717.01 
INTC Intel Corporation
-2.6%
-$30,112.95 
SPCX Space Exploration Technologies Corp. Class A
-2.52%
-$11,919.36 
MRVL Marvell Technology, Inc.
-2.28%
-$6,440 
GEV GE Vernova Inc.
-2.09%
-$20,251.63 
AMD Advanced Micro Devices, Inc.
-1.51%
-$10,775.01 
XOM Exxon Mobil Corporation
-1.51%
-$16,754.22 
SUN Sunoco L.P.
-1.44%
-$6,125.75 
KMI Kinder Morgan, Inc.
-1.42%
-$5,365.6 
CVX Chevron Corporation
-1.41%
-$11,170.95 
NVDA NVIDIA Corporation
-1.4%
-$136,123.77 
TSLA Tesla, Inc.
-1.25%
-$13,920.22 
OKE ONEOK, Inc.
-1.23%
-$49,812.66 
ET Energy Transfer L.P.
-1.19%
-$42,965.28 
RIO Rio Tinto Plc Sponsored ADR
-1.17%
-$7,432.22 
WES Western Midstream Partners, LP
-1.16%
-$4,324.32 
EOG EOG Resources, Inc.
-1.04%
-$3,903.36 
AVGO Broadcom Inc.
-0.9%
-$14,848.72 
MPLX MPLX LP
-0.8%
-$2,807.84 
BHP BHP Group Ltd.
-0.52%
-$1,720 
EQIX Equinix, Inc.
-0.5%
-$10,583.83 
EPD Enterprise Products Partners L.P.
-0.42%
-$13,913.25 
PLTR Palantir Technologies Inc.
-0.38%
-$7,502.88 
RTX RTX Corporation
-0.34%
-$6,036.48 
CQP Cheniere Energy Partners L.P.
-0.27%
-$2,563.94 
JNJ Johnson & Johnson
-0.24%
-$1,180.8 
HESM Hess Midstream LP
-0.16%
-$1,215.1 
JPM JPMorgan Chase & Co.
-0.05%
-$419.4 
SHEL Shell plc
-0.01%
-$33.16 
AAPL Apple Inc.
0%
-$352.77 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 380 | Longs Won 219/380 57% | Profit Factor 4.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $336,271.44 |
| Average Win $159,007.55 | Best Trade (Oct 14) $3.97M | Sharpe Ratio -9.95 |
| Average Loss -$52,945.91 | Worst Trade (Jun 30) -$942,092.45 | Z-Score 4.83 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $69,189.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,421 | 2,179 | 1,937 | 1,695 | 1,453 | 1,211 | 969 | 726 | 484 | 242 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,312 | $9M | $12.11M | - | $3.11M | 34.48% | -0.003% |
| ABBV AbbVie Inc. | 5,648 | $1.07M | $1.61M | - | $538,989.51 | 50.24% | +0.663% |
| AMAT Applied Materials, Inc. | 2,939 | $827,373.55 | $1.27M | - | $439,394.23 | 53.11% | -3.495% |
| AMD Advanced Micro Devices, Inc. | 1,250 | $267,700 | $702,750 | - | $435,050 | 162.51% | -1.51% |
| AMZN Amazon.com Inc | 21,247 | $4.69M | $5.42M | - | $729,648.63 | 15.54% | +0.48% |
| ARM Arm Holdings plc American Depositary Receipt | 13,815 | $1.79M | $3.37M | - | $1.58M | 88.69% | +2.508% |
| AVGO Broadcom Inc. | 4,744 | $1.54M | $1.63M | - | $85,252.91 | 5.53% | -0.904% |
| AXP American Express Company | 948 | $320,661 | $297,956.4 | - | -$22,704.6 | -7.08% | +2.395% |
| BETA BETA Technologies, Inc. - Class A Common Stock | 101,752 | $1.79M | $1.88M | - | $89,591.04 | 4.99% | +4.751% |
| BHP BHP Group Ltd. | 4,000 | $241,480 | $331,320 | - | $89,840 | 37.2% | -0.516% |
| BNAI Brand Engagement Network Inc. | 32,939 | $144,526.4 | $184,787.79 | - | $40,261.39 | 27.86% | +8.721% |
| BNAIW Brand Engagement Networks Inc. | 731,872 | $190,287.01 | $40,765.27 | - | -$149,521.74 | -78.58% | +23.778% |
| BRK-B Berkshire Hathaway Inc. | 4,845 | $2.29M | $2.56M | - | $274,557.46 | 12% | +0.465% |
| CB Chubb Limited | 1,220 | $380,786 | $432,429 | - | $51,643 | 13.56% | +1.228% |
| COST Costco Wholesale Corporation | 2,174 | $1.96M | $2.14M | - | $172,659.46 | 8.79% | +0.095% |
| CP Canadian Pacific Kansas City Limited | 11,396 | $824,697.38 | $988,489.04 | - | $163,791.66 | 19.86% | +0.72% |
| CQP Cheniere Energy Partners L.P. | 15,082 | $857,529.64 | $936,441.38 | - | $78,911.74 | 9.2% | -0.273% |
| CRM Salesforce Inc | 1,368 | $311,580.11 | $335,953.44 | - | $24,373.33 | 7.82% | +4.081% |
| CRWD CrowdStrike Holdings, Inc. | 33,228 | $3.05M | $8.04M | - | $4.99M | 163.81% | -2.89% |
| CSCO Cisco Systems, Inc. | 8,178 | $630,024.05 | $897,576.39 | - | $267,552.34 | 42.47% | -3.419% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Thomas Morgan?
The largest contributions to the portfolio's profits come from the following stocks: Brand Engagement Network Inc - $1.8M, Philip Morris International Inc - $821,600, International Business Machines Corporation - $460,810.94, Microsoft Corp - $370,685.38, and Energy Transfer L.P - $368,533.4. 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: Apple Inc - $972,705.84, Salesforce Inc - $420,453.35, Tesla, Inc - $315,742.07, Reddit Inc Class A - $302,322.94, and Eaton Corporation plc - $289,800. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Morgan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.24M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $409,322.27, ONEOK, Inc - $344,395.55, Enterprise Products Partners L.P - $330,857.87, JPMorgan Nasdaq Equity Premium Income ETF - $120,107.7, and Plains All American Pipeline, L.P - $117,023.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Morgan's monthly returns?
Thomas Morgan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Thomas Morgan's strategy be considered aggressive or moderate?
Thomas Morgan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Thomas Morgan's strategy?
Thomas Morgan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
