Stephen Kenney Portfolio

Invests via Gray Private Wealth LLC | Managed by Gray Private Wealth LLC, Justin James Klunder

Invests via Gray Private Wealth LLC

Managed by Gray Private Wealth LLC, Justin James Klunder

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Stephen Kenney Profile

With a strong foundation in finance and operations, Stephen Kenney has established himself as a seasoned entrepreneur and operating executive. His background includes significant experience in driving growth strategies within competitive markets. Known for his ability to identify key market opportunities, he leverages both operational expertise and business acumen to enhance organizational performance. As an investor-operator, he actively engages with startups seeking strategic guidance while fostering innovation within established businesses. Kenney's commitment to advancing enterprise value makes him a pivotal figure in the investment landscape.

Investment Philosophy & Strategy

Stephen Kenney approaches investment through a lens of innovation and operational excellence, focusing on creating scalable business models. By prioritizing entrepreneurial spirit, he identifies potential market disruptors that align with his expertise in optimizing organizational performance. His strategic thinking enables him to guide early-stage ventures while enhancing the growth trajectories of established firms. With a hands-on leadership style, decision-making reflects an understanding of dynamic market conditions and competitive forces. This proactive engagement positions him to capitalize on transformational opportunities across diverse sectors.

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:

31.39%

Gain +0.88%

Monthly

1.04%

Yearly

13.16%

Drawdown

16.71%

$226.23M

Equity

Holdings

$226.23M

Investment

$166.2M

$61.73M

Profit +$2.27M

Realized

$1.7M

Unrealized

$60.03M

Dividends

$5.69M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.88%

Profit

$2.27M

Win %

84%

This Week

Compared To Last Week

Gain

1.02%

Profit

$2.27M

Win %

84%

This Month

Compared to last month

Gain

-0.28%

Profit

-$633,525.34

Win %

84%

This Year

Compared to last year

Gain

6.98%

Profit

$15.15M

Win %

83%

Gainers
Losers

ORCL Oracle Corporation

+4.62%

+$44,021.5

META Meta Platforms Inc Class A

+4.46%

+$18,360.55

XLK State Street Technology Select Sector SPDR ETF

+3.76%

+$31,080.4

AVGO Broadcom Inc.

+3.21%

+$13,158.79

NVDA NVIDIA Corporation

+3.21%

+$28,673.09

AMZN Amazon.com Inc

+2.96%

+$26,642.12

GOOGL Alphabet Inc

+2.76%

+$19,423.38

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+2.65%

+$116,439.17

GOOG Alphabet Inc

+2.58%

+$11,719.75

MSFT Microsoft Corp.

+2.29%

+$37,726.84

IWF iShares Russell 1000 Growth ETF

+2.15%

+$18,067.52

XVV iShares ESG Screened S&P 500

+1.76%

+$6,251.59

AAPL Apple Inc.

+1.73%

+$58,224.74

VOO Vanguard S&P 500 ETF

+1.72%

+$4,738.92

SPY SPDR S&P 500 ETF Trust

+1.71%

+$6,046.7

XLI Industrial Select Sector SPDR Fund

+1.67%

+$5,171.35

VTI VANGUARD TOTAL STOCK MKT ETF

+1.67%

+$8,286.49

IWB iShares Russell 1000 ETF

+1.47%

+$508,185.36

IVV iShares Core S&P 500 ETF

+1.46%

+$1.48M

VO Vanguard Mid-Cap ETF

+1.31%

+$2,952.6

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.12%

+$47,267.18

DGRW WisdomTree U.S. Quality Dividend Growth Fund

+1.06%

+$88,310.58

BRK-B Berkshire Hathaway Inc.

+0.91%

+$5,286.6

VB Vanguard Small-Cap ETF

+0.8%

+$15,417.88

IWD iShares Russell 1000 Value ETF

+0.79%

+$3,782.4

TMO Thermo Fisher Scientific Inc.

+0.71%

+$1,719.76

IWM iShares Russell 2000 ETF

+0.58%

+$71,491.26

V Visa Inc. Class A

+0.55%

+$1,334.07

XLF Financial Select Sector SPDR Fund

+0.51%

+$1,346.76

HD The Home Depot, Inc.

+0.5%

+$1,204.13

MCD McDonald's Corporation

+0.41%

+$2,581.47

PG Procter & Gamble Co

+0.39%

+$2,034.91

VYM Vanguard High Dividend Yield ETF

+0.21%

+$738.48

MUB iShares National Muni Bond ETF

+0.1%

+$704.31

IVE ISHARES S&P 500 VALUE ETF

+0.1%

+$3,650.02

AGG iShares Core U.S. Aggregate Bond ETF

+0.07%

+$321.02

XOM Exxon Mobil Corporation

-3.57%

-$9,150.74

MRK Merck & Co., Inc.

-3.04%

-$22,441.94

XLE Energy Select Sector SPDR Fund

-2.99%

-$5,875.52

HDV iShares Core High Dividend ETF

-1.58%

-$117,618.6

DVY iShares Select Dividend ETF

-1.45%

-$3,993.99

IYR iShares U.S. Real Estate ETF

-1.43%

-$26,056.35

NBBK NB Bancorp Inc.

-1.31%

-$2,858.76

IEFA iShares Core MSCI EAFE ETF

-0.97%

-$5,454.96

VNQ Vanguard Real Estate ETF

-0.92%

-$84,285.37

EFA iShares MSCI EAFE ETF

-0.91%

-$121,238.78

XLV Health Care Select Sector SPDR Fund

-0.75%

-$1,750.98

JPM JPMorgan Chase & Co.

-0.1%

-$232.98

HCA HCA Healthcare Inc.

-0.05%

-$157.13

BAC Bank of America Corporation

-0.03%

-$64.33

Events

Dividends

Dividend Analysis

No Data

Trades 293	Longs Won 236/293 80%	Profit Factor 137.63
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.78M
Average Win $263,478.74	Best Trade (Jun 15) $28.59M	Sharpe Ratio -10.68
Average Loss -$7,926.17	Worst Trade (Jun 15) -$96,951.9	Z-Score 15.47 (100%)
Commissions $0	Avg. Trade Length 1y 2m 5d	Expectancy $210,679.83

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%	0.12%	4.22%
Consecutive Losing Trades	28,571	25,714	22,857	20,000	17,143	14,286	11,429	8,571	5,714	2,857