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

Tracking: 0 Updated: 22 hours ago

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.

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.

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:

12.81%

Gain +0.01%

Monthly

0.51%

Yearly

6.35%

Drawdown

18.57%

$209.25M

Equity

Holdings

$209.25M

Investment

$187.51M

$25.46M

Profit +$23,495.3

Realized

$3.72M

Unrealized

$21.75M

Dividends

$7.59M

Goals

Avg. 44.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

89%

Today

Compared To Yesterday

Gain

0.01%

Profit

$23,495.3

Win %

65%

This Week

Compared To Last Week

Gain

0.01%

Profit

$23,495.3

Win %

65%

This Month

Compared to last month

Gain

0.64%

Profit

$1.33M

Win %

65%

This Year

Compared to last year

Gain

-2.25%

Profit

-$4.67M

Win %

66%

Gainers
Losers

CHTR Charter Communications Inc

+4.8%

+$67,120.74

QCOM QUALCOMM Incorporated

+4.32%

+$205,789.69

LPLA LPL Financial Holdings Inc.

+3.58%

+$115,363.36

CF CF Industries Holdings, Inc.

+2.74%

+$127,382.08

CG The Carlyle Group Inc.

+2.69%

+$96,907.2

VZ Verizon Communications Inc.

+2.49%

+$99,892.26

CMCSA Comcast Corp

+2.21%

+$39,604.25

WSM Williams-Sonoma, Inc.

+2.19%

+$117,129.11

AXP American Express Company

+2.18%

+$128,033.08

AMP Ameriprise Financial, Inc.

+1.94%

+$71,776.25

CRBG Corebridge Financial Inc.

+1.92%

+$78,649.38

PRU Prudential Financial, Inc.

+1.87%

+$65,775.47

AMCR Amcor plc

+1.7%

+$67,506.32

DVN Devon Energy Corporation

+1.57%

+$89,062.4

CAT Caterpillar Inc.

+1.44%

+$70,303.07

OMC Omnicom Group Inc.

+1.44%

+$40,181.76

MET MetLife Inc.

+1.44%

+$61,378.38

SYF Synchrony Financial

+1.42%

+$66,752.24

MCO Moody's Corporation

+1.36%

+$34,949.88

ABBV AbbVie Inc.

+1.32%

+$53,966.72

PFG Principal Financial Group, Inc.

+1.3%

+$67,833.48

TROW T. Rowe Price Group, Inc.

+1.26%

+$54,547.92

ITW Illinois Tool Works Inc.

+1.17%

+$31,939.53

VST Vistra Corp

+1.12%

+$32,959.16

V Visa Inc. Class A

+1.05%

+$40,350.81

KMB Kimberly-Clark Corporation

+0.74%

+$19,937.25

HD The Home Depot, Inc.

+0.73%

+$10,745.7

MA Mastercard Incorporated

+0.71%

+$21,829.77

URI United Rentals, Inc.

+0.54%

+$31,280

LNG Cheniere Energy Inc.

+0.47%

+$21,653.16

BMY Bristol-Myers Squibb Company

+0.4%

+$14,499.66

PEP PepsiCo, Inc.

+0.38%

+$16,562.34

AMGN Amgen Inc.

+0.32%

+$14,115.63

SLB Schlumberger Limited

+0.32%

+$22,103.1

MMM 3M Company

+0.26%

+$11,224.02

NVDA NVIDIA Corporation

+0.16%

+$7,945.28

PFE Pfizer Inc.

+0.15%

+$5,337.04

SHW The Sherwin-Williams Company

+0.13%

+$5,010.78

KO The Coca-Cola Company

+0.11%

+$3,706.38

EOG EOG Resources, Inc.

+0.09%

+$4,169.41

TJX The TJX Companies, Inc.

+0.04%

+$1,365.91

ORCL Oracle Corporation

+0.02%

+$622.38

ADBE Adobe Inc.

-6.75%

-$91,946.36

AAPL Apple Inc.

-1.52%

-$106,573.5

LMT Lockheed Martin Corporation

-1.52%

-$51,051.72

CLX The Clorox Company

-1.51%

-$33,510.16

MRK Merck & Co., Inc.

-1.42%

-$51,737.67

DKS Dick's Sporting Goods, Inc.

-1.32%

-$54,463.82

BA Boeing Company

-1.16%

-$37,551.86

SYY Sysco Corporation

-0.56%

-$21,411.9

META Meta Platforms Inc Class A

-0.26%

-$7,866.3

GILD Gilead Sciences Inc.

-0.22%

-$11,430.16

LOW Lowe's Companies Inc.

-0.12%

-$4,688.06

Events

Dividends

Dividend Analysis

No Data

Trades 438	Longs Won 262/438 59%	Profit Factor 2.81
Profitability	Shorts Won 0/0 0%	Standard Deviation $282,454.93
Average Win $151,007.05	Best Trade (Jun 14) $2.11M	Sharpe Ratio -11.62
Average Loss -$80,107.77	Worst Trade (Sep 29) -$874,654.66	Z-Score 3.68 (99.98%)
Commissions $0	Avg. Trade Length 1y 1m 2w 2d	Expectancy $58,138.99

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	2,611	2,350	2,089	1,828	1,567	1,305	1,044	783	522	261