Shannon Barnes Portfolio
Invests via Kerusso Capital Management LLC | Managed by Randell A. Cain, Jr., CFA
Invests via Kerusso Capital Management LLC
Managed by Randell A. Cain, Jr., CFA
Automatically Tracked
Shannon Barnes Profile
Operating executive and investor focused on growth-stage technology and fintech companies, combining operational scaling, commercial strategy and board-level governance. Shannon Barnes leverages prior founder and corporate development roles to advise go-to-market, partnerships and monetization initiatives; active angel and seed investor with experience working with PE-backed management teams and strategic acquirers. Regularly engages on capital raises, KPI-driven transformations and exit preparation.
Operating executive and investor focused on growth-stage technology and fintech companies, combining operational scaling, commercial strategy and board-level governance. Shannon Barnes leverages prior founder and corporate development roles to advise go-to-market, partnerships and monetization initiatives; active angel and seed investor with experience working with PE-backed management teams and strategic acquirers. Regularly engages on capital raises, KPI-driven transformations and exit preparation.
Investment Philosophy & Strategy
Prioritizes growth-stage technology and fintech opportunities where hands-on operational scaling and commercial leadership accelerate outcomes. Focuses capital and counsel on business models with clear monetization levers, repeatable GTM, and partnership-driven distribution; often co-invests with PE or strategic acquirers and takes active board or advisor roles to align KPIs and exit preparation. Favors disciplined capital deployment, milestone-based follow-ons, and outcome-oriented governance to de-risk growth and compress time-to-exit.
Prioritizes growth-stage technology and fintech opportunities where hands-on operational scaling and commercial leadership accelerate outcomes. Focuses capital and counsel on business models with clear monetization levers, repeatable GTM, and partnership-driven distribution; often co-invests with PE or strategic acquirers and takes active board or advisor roles to align KPIs and exit preparation. Favors disciplined capital deployment, milestone-based follow-ons, and outcome-oriented governance to de-risk growth and compress time-to-exit.
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:
23.52%
Gain +1.66%
Monthly
0.77%
Yearly
9.65%
Drawdown
20.75%
$282.67M
Equity
Holdings
$282.67M
Investment
$254.99M
$34.44M
Profit +$3.16M
Realized
$6.75M
Unrealized
$27.68M
Dividends
$9.74M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.66%
Profit
$3.16M
Win %
66%
This Week
Compared To Last Week
Gain
1.39%
Profit
$3.88M
Win %
66%
This Month
Compared to last month
Gain
3.05%
Profit
$8.36M
Win %
66%
This Year
Compared to last year
Gain
3%
Profit
$8.24M
Win %
68%
KMB Kimberly-Clark Corporation
+4.23%
+$137,940.82 
ADBE Adobe Inc.
+4.21%
+$185,466.23 
GILD Gilead Sciences Inc.
+3.71%
+$287,195 
MCO Moody's Corporation
+3.69%
+$122,244.84 
LOW Lowe's Companies Inc.
+3.64%
+$146,961.78 
AMGN Amgen Inc.
+3.57%
+$232,592.04 
SHW The Sherwin-Williams Company
+3.35%
+$164,006.41 
HD The Home Depot, Inc.
+3.31%
+$132,860.73 
BMY Bristol-Myers Squibb Company
+3.28%
+$151,317.11 
AMCR Amcor plc
+3.18%
+$164,875.48 
DKS Dick's Sporting Goods, Inc.
+3.06%
+$95,325.23 
CMCSA Comcast Corp
+3.06%
+$59,516.82 
WSM Williams-Sonoma, Inc.
+2.41%
+$176,178.6 
CHTR Charter Communications Inc
+2.41%
+$31,389.71 
V Visa Inc. Class A
+2.06%
+$120,033.7 
SYF Synchrony Financial
+1.99%
+$114,375.69 
CG The Carlyle Group Inc.
+1.99%
+$70,769.25 
PFE Pfizer Inc.
+1.9%
+$40,901.83 
MA Mastercard Incorporated
+1.84%
+$86,319.09 
TROW T. Rowe Price Group, Inc.
+1.8%
+$87,999.98 
ABBV AbbVie Inc.
+1.79%
+$114,017.99 
SYY Sysco Corporation
+1.78%
+$84,883.63 
LMT Lockheed Martin Corporation
+1.74%
+$68,433.15 
QCOM QUALCOMM Incorporated
+1.73%
+$117,091.39 
ORCL Oracle Corporation
+1.69%
+$75,704.2 
AMT American Tower Corporation
+1.66%
+$44,228.89 
OMC Omnicom Group Inc.
+1.52%
+$54,139.05 
PRU Prudential Financial, Inc.
+1.52%
+$70,182.88 
MRK Merck & Co., Inc.
+1.46%
+$34,356.46 
VZ Verizon Communications Inc.
+1.32%
+$61,651.98 
AXP American Express Company
+1.3%
+$90,508.95 
CLX The Clorox Company
+1.28%
+$30,461.14 
TJX The TJX Companies, Inc.
+1.17%
+$53,523.5 
BA Boeing Company
+1.12%
+$37,091.71 
PEP PepsiCo, Inc.
+1.01%
+$49,403.39 
KO The Coca-Cola Company
+0.79%
+$36,850.3 
MMM 3M Company
+0.74%
+$41,218.92 
ITW Illinois Tool Works Inc.
+0.66%
+$23,678.12 
PFG Principal Financial Group, Inc.
+0.53%
+$33,383.19 
AAPL Apple Inc.
+0.41%
+$41,363.57 
CF CF Industries Holdings, Inc.
+0.4%
+$16,332.48 
CRBG Corebridge Financial Inc.
+0.27%
+$16,179.75 
AMP Ameriprise Financial, Inc.
+0.25%
+$12,350.06 
MET MetLife Inc.
+0.17%
+$10,525.73 
LPLA LPL Financial Holdings Inc.
+0.09%
+$4,042.6 
SPY SPDR S&P 500 ETF Trust
+0.07%
+$4,301.48 
CAT Caterpillar Inc.
-2.85%
-$143,151.75 
MPC Marathon Petroleum Corporation
-2.04%
-$105,164.85 
NVDA NVIDIA Corporation
-1.96%
-$132,736.15 
DVN Devon Energy Corporation
-1.24%
-$97,380.92 
URI United Rentals, Inc.
-0.75%
-$52,219.36 
EOG EOG Resources, Inc.
-0.69%
-$45,464.46 
META Meta Platforms Inc Class A
-0.64%
-$31,743.65 
MU Micron Technology, Inc.
-0.46%
-$29,377.04 
LNG Cheniere Energy Inc.
-0.43%
-$28,375.71 
FSLR First Solar, Inc.
-0.43%
-$10,160.18 
VST Vistra Corp
-0.09%
-$3,225.3 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.01%
-$13.41 Events
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Dividends
Dividend Analysis
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| Trades 496 | Longs Won 314/496 63% | Profit Factor 2.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,879.53 |
| Average Win $178,520.69 | Best Trade (Oct 15) $2.48M | Sharpe Ratio -39.39 |
| Average Loss -$118,792.48 | Worst Trade (Oct 15) -$1.72M | Z-Score 4.55 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $69,425.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,381 | 2,143 | 1,905 | 1,667 | 1,429 | 1,190 | 952 | 714 | 476 | 238 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,232 | $7M | $10.07M | - | $3.06M | 43.75% | +0.413% |
| ABBV AbbVie Inc. | 22,511 | $5.01M | $6.5M | - | $1.49M | 29.66% | +1.787% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 2,682 | $204,127 | $199,339.65 | - | -$4,787.35 | -2.35% | -0.007% |
| ADBE Adobe Inc. | 18,283 | $3.99M | $4.59M | - | $600,666.39 | 15.07% | +4.215% |
| AMCR Amcor plc | 122,584 | $4.96M | $5.35M | - | $391,096.58 | 7.89% | +3.181% |
| AMGN Amgen Inc. | 15,282 | $4.97M | $6.74M | - | $1.77M | 35.68% | +3.572% |
| AMP Ameriprise Financial, Inc. | 10,123 | $4.57M | $5.03M | - | $459,708.69 | 10.06% | +0.246% |
| AMT American Tower Corporation | 14,817 | $2.42M | $2.7M | - | $278,781.54 | 11.5% | +1.664% |
| AXP American Express Company | 22,741 | $6.43M | $7.07M | - | $636,935.22 | 9.9% | +1.297% |
| BA Boeing Company | 17,962 | $3.62M | $3.35M | - | -$269,140.04 | -7.43% | +1.118% |
| BMY Bristol-Myers Squibb Company | 77,798 | $3.82M | $4.76M | - | $947,571.79 | 24.83% | +3.281% |
| CAT Caterpillar Inc. | 6,705 | $3.51M | $4.88M | - | $1.37M | 39% | -2.851% |
| CF CF Industries Holdings, Inc. | 34,026 | $2.81M | $4.08M | - | $1.27M | 45.32% | +0.402% |
| CG The Carlyle Group Inc. | 99,675 | $4.45M | $3.64M | - | -$817,246.97 | -18.35% | +1.985% |
| CHTR Charter Communications Inc | 12,407 | $2.5M | $1.34M | - | -$1.17M | -46.66% | +2.406% |
| CLX The Clorox Company | 27,946 | $3.43M | $2.41M | - | -$1.02M | -29.8% | +1.283% |
| CMCSA Comcast Corp | 92,274 | $2.58M | $2M | - | -$574,298.57 | -22.29% | +3.064% |
| CRBG Corebridge Financial Inc. | 179,775 | $5.27M | $6.12M | - | $852,919.31 | 16.19% | +0.265% |
| DKS Dick's Sporting Goods, Inc. | 22,710 | $4.88M | $3.21M | - | -$1.68M | -34.36% | +3.065% |
| DVN Devon Energy Corporation | 157,066 | $5.92M | $7.74M | - | $1.82M | 30.69% | -1.242% |
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FAQ
Which stocks have generated the highest profits for Shannon Barnes?
The largest contributions to the portfolio's profits come from the following stocks: Oracle Corporation - $1.74M, Schlumberger Limited - $1.7M, Cummins Inc - $1.35M, Apollo Global Management, Inc - $1.08M, and Synchrony Financial - $993,565.01. 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: LyondellBasell Industries N.V - $1.02M, AES Corporation - $724,720.29, ConocoPhillips - $496,234.71, United Parcel Service, Inc - $351,080.61, and Devon Energy Corporation - $318,568.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shannon Barnes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.74M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $562,025.12, Pfizer Inc - $433,591.63, Bristol-Myers Squibb Company - $339,261.83, Corebridge Financial Inc - $292,452.88, and PepsiCo, Inc - $278,761.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shannon Barnes's monthly returns?
Shannon Barnes'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 Shannon Barnes's strategy be considered aggressive or moderate?
Shannon Barnes'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 Shannon Barnes's strategy?
Shannon Barnes'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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