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:
27.58%
Gain +2.48%
Monthly
0.97%
Yearly
12.27%
Drawdown
20.74%
$288.4M
Equity
Holdings
$288.4M
Investment
$254.99M
$40.16M
Profit +$4.76M
Realized
$6.75M
Unrealized
$33.4M
Dividends
$8.41M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.48%
Profit
$4.76M
Win %
79%
This Week
Compared To Last Week
Gain
2.98%
Profit
$8.35M
Win %
79%
This Month
Compared to last month
Gain
2.98%
Profit
$8.35M
Win %
79%
This Year
Compared to last year
Gain
5.09%
Profit
$13.97M
Win %
78%
LPLA LPL Financial Holdings Inc.
+4.28%
+$202,548.2 
META Meta Platforms Inc Class A
+3.28%
+$118,402.9 
NVDA NVIDIA Corporation
+2.93%
+$175,040.26 
FSLR First Solar, Inc.
+2.44%
+$66,238.96 
EOG EOG Resources, Inc.
+2.19%
+$136,393.81 
DVN Devon Energy Corporation
+2.17%
+$150,783.36 
LNG Cheniere Energy Inc.
+2.13%
+$129,215.29 
CHTR Charter Communications Inc
+2.1%
+$36,972.86 
ORCL Oracle Corporation
+1.81%
+$79,489.41 
VZ Verizon Communications Inc.
+1.52%
+$73,771.6 
LMT Lockheed Martin Corporation
+1.5%
+$65,113.35 
CG The Carlyle Group Inc.
+1.46%
+$65,785.5 
CMCSA Comcast Corp
+1.23%
+$26,759.46 
ITW Illinois Tool Works Inc.
+1.15%
+$42,991 
ADBE Adobe Inc.
+1.01%
+$45,890.51 
URI United Rentals, Inc.
+0.99%
+$71,348.63 
MPC Marathon Petroleum Corporation
+0.76%
+$25,465.59 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$43,339.68 
CAT Caterpillar Inc.
+0.7%
+$38,017.28 
BMY Bristol-Myers Squibb Company
+0.69%
+$35,009.1 
SYY Sysco Corporation
+0.63%
+$31,133.79 
PFE Pfizer Inc.
+0.4%
+$7,369.7 
MRK Merck & Co., Inc.
+0.32%
+$6,567.13 
AMP Ameriprise Financial, Inc.
+0.25%
+$13,969.84 
MMM 3M Company
+0.12%
+$7,094.82 
AAPL Apple Inc.
-7.35%
-$716,768.64 
TROW T. Rowe Price Group, Inc.
-6.31%
-$370,189.86 
MU Micron Technology, Inc.
-5.9%
-$362,855.23 
QCOM QUALCOMM Incorporated
-2.63%
-$156,252.78 
ABBV AbbVie Inc.
-2.51%
-$145,646.17 
CRBG Corebridge Financial Inc.
-2.41%
-$138,426.75 
BA Boeing Company
-2.15%
-$85,498.94 
DKS Dick's Sporting Goods, Inc.
-2%
-$90,840 
WSM Williams-Sonoma, Inc.
-2%
-$140,340.86 
SYF Synchrony Financial
-1.79%
-$110,376.54 
CLX The Clorox Company
-1.24%
-$33,535.2 
TJX The TJX Companies, Inc.
-1.21%
-$61,535.68 
SHW The Sherwin-Williams Company
-1.16%
-$60,200.97 
OMC Omnicom Group Inc.
-1.14%
-$41,400.45 
LOW Lowe's Companies Inc.
-1.08%
-$48,630.25 
KO The Coca-Cola Company
-1.02%
-$45,745.2 
MET MetLife Inc.
-0.97%
-$56,538.18 
GILD Gilead Sciences Inc.
-0.81%
-$53,911.45 
MCO Moody's Corporation
-0.81%
-$27,753.71 
KMB Kimberly-Clark Corporation
-0.8%
-$28,867.52 
MA Mastercard Incorporated
-0.74%
-$33,005.53 
AMGN Amgen Inc.
-0.64%
-$37,899.51 
AMT American Tower Corporation
-0.63%
-$16,298.85 
AMCR Amcor plc
-0.6%
-$33,097.68 
PRU Prudential Financial, Inc.
-0.56%
-$28,154.68 
CF CF Industries Holdings, Inc.
-0.46%
-$19,735.08 
PEP PepsiCo, Inc.
-0.46%
-$24,228.48 
HD The Home Depot, Inc.
-0.42%
-$18,873.69 
AXP American Express Company
-0.38%
-$28,880.84 
VST Vistra Corp
-0.29%
-$10,668.3 
PFG Principal Financial Group, Inc.
-0.22%
-$14,641.75 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$348.66 
V Visa Inc. Class A
-0.04%
-$2,087.39 Events
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Dividends
Dividend Analysis
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| Trades 496 | Longs Won 353/496 71% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,935.2 |
| Average Win $156,443.03 | Best Trade (Aug 07) $2.52M | Sharpe Ratio -9.82 |
| Average Loss -$105,353.5 | Worst Trade (Aug 03) -$2.55M | Z-Score 13.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 6d | Expectancy $80,965.4 |
| 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 | 2,740 | 2,466 | 2,192 | 1,918 | 1,644 | 1,370 | 1,096 | 822 | 548 | 274 |
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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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 - $1.72M, Schlumberger Limited - $1.7M, Cummins Inc - $1.35M, Apollo Global Management, Inc - $1.08M, and Synchrony Financial - $966,370.79. 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, Devon Energy Corporation - $368,829.68, and United Parcel Service, Inc - $351,080.61. 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 $8.41M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $487,463.11, Pfizer Inc - $433,591.63, Bristol-Myers Squibb Company - $290,249.09, LyondellBasell Industries N.V - $248,184.9, and Corebridge Financial Inc - $247,509.13. 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.
