Kennedy James Portfolio
Invests via Axecap Investments, LLC | Managed by William Michael Haase, Brian Joseph Petraitis
Invests via Axecap Investments, LLC
Managed by William Michael Haase, Brian Joseph Petraitis
Automatically Tracked
Kennedy James Profile
Seasoned private markets investor and operating executive focused on growth-stage technology and fintech companies. Kennedy James combines prior operating roles with portfolio management experience, emphasizing revenue acceleration, go-to-market scaling and board-level governance. Experienced in deal sourcing, diligence and value creation initiatives across SaaS and payments businesses.
Seasoned private markets investor and operating executive focused on growth-stage technology and fintech companies. Kennedy James combines prior operating roles with portfolio management experience, emphasizing revenue acceleration, go-to-market scaling and board-level governance. Experienced in deal sourcing, diligence and value creation initiatives across SaaS and payments businesses.
Investment Philosophy & Strategy
Operators-first growth investor focused on scaling revenue-driven technology and fintech businesses. Prefers growth-stage SaaS and payments opportunities where active board engagement and go-to-market execution can materially de-risk and accelerate value creation. Capital is deployed with an emphasis on measurable topline and unit-economics improvement, repeatable sales motion, and product-led expansion; time horizon is medium-term growth-to-exit with staged follow-on reserve allocation. Underwriting favors clear KPIs, defensible distribution channels, and founders receptive to operational partnership; risk discipline combines rigorous diligence with hands-on portfolio playbooks to drive predictable scaling.
Operators-first growth investor focused on scaling revenue-driven technology and fintech businesses. Prefers growth-stage SaaS and payments opportunities where active board engagement and go-to-market execution can materially de-risk and accelerate value creation. Capital is deployed with an emphasis on measurable topline and unit-economics improvement, repeatable sales motion, and product-led expansion; time horizon is medium-term growth-to-exit with staged follow-on reserve allocation. Underwriting favors clear KPIs, defensible distribution channels, and founders receptive to operational partnership; risk discipline combines rigorous diligence with hands-on portfolio playbooks to drive predictable scaling.
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:
8.67%
Gain
Monthly
0.39%
Yearly
4.75%
Drawdown
26.31%
$175.38M
Equity
Holdings
$175.38M
Investment
$133.71M
$52.24M
Profit -$2.12M
Realized
$10.58M
Unrealized
$41.67M
Dividends
$4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.12M
Win %
82%
This Week
Compared To Last Week
Gain
-1.41%
Profit
-$2.51M
Win %
82%
This Month
Compared to last month
Gain
-3.68%
Profit
-$6.69M
Win %
82%
This Year
Compared to last year
Gain
20.66%
Profit
$30.03M
Win %
78%
CTAS Cintas Corporation
+7.21%
+$44,772.39 
MCK McKesson Corporation
+5.52%
+$152,073.43 
ROL Rollins, Inc.
+4.16%
+$34,538.14 
CHRW C.H. Robinson Worldwide, Inc.
+3.82%
+$148,697.25 
KR Kroger Co.
+3.66%
+$10,362.42 
COR Cencora, Inc.
+3.65%
+$66,743.6 
PM Philip Morris International Inc.
+3.62%
+$18,706.8 
MDT Medtronic plc
+3.44%
+$14,254.42 
ABBV AbbVie Inc.
+3.36%
+$16,781.24 
MPC Marathon Petroleum Corporation
+2.71%
+$8,683.2 
MO Altria Group, Inc.
+2.69%
+$5,855.8 
TJX The TJX Companies, Inc.
+2.65%
+$85,696 
VLO Valero Energy Corporation
+2.54%
+$179,241.32 
WMT Walmart Inc.
+2.42%
+$79,766.2 
VRSN Verisign Inc.
+2.13%
+$5,839.7 
AAPL Apple Inc.
+2.05%
+$180,089.3 
PAHC Phibro Animal Health Corporation
+1.81%
+$42,433.48 
PG Procter & Gamble Co
+1.78%
+$24,800.16 
MSFT Microsoft Corp.
+1.73%
+$17,342.11 
CAH Cardinal Health Inc.
+1.72%
+$60,003.7 
HAS Hasbro Inc.
+1.71%
+$47,383.68 
CINF Cincinnati Financial Corporation
+1.43%
+$12,447.6 
SO The Southern Company
+1.26%
+$2,834.58 
XOM Exxon Mobil Corporation
+1.18%
+$7,588.8 
WMB The Williams Companies, Inc.
+0.93%
+$1,900.26 
HIG The Hartford Insurance Group, Inc.
+0.91%
+$29,562.92 
LLY Eli Lilly and Company
+0.81%
+$2,851.92 
STLD Steel Dynamics Inc.
+0.27%
+$7,358.08 
CBOE Cboe Global Markets Inc.
+0.24%
+$688.57 
ETR Entergy Corporation
+0.14%
+$3,286.24 
MU Micron Technology, Inc.
-6.45%
-$260,762.32 
AMD Advanced Micro Devices, Inc.
-6.16%
-$279,450.6 
GE General Electric Company
-5.5%
-$69,473.67 
LRCX Lam Research Corporation
-5.32%
-$562,589.99 
MS Morgan Stanley
-5.21%
-$92,326.32 
GS The Goldman Sachs Group, Inc.
-5.08%
-$224,892.36 
AVGO Broadcom Inc.
-4.7%
-$114,342.48 
GOOGL Alphabet Inc
-4.51%
-$24,559.64 
GOOG Alphabet Inc
-4.5%
-$382,696.86 
ELV Elevance Health, Inc.
-4.38%
-$40,923.68 
CAT Caterpillar Inc.
-4.28%
-$15,025.92 
DELL Dell Technologies Inc.
-4.25%
-$51,591.28 
SMH VanEck Semiconductor ETF
-4.04%
-$26,578.44 
MPWR Monolithic Power Systems, Inc.
-3.98%
-$55,262.87 
SLV iShares Silver Trust
-3.8%
-$7,951.91 
NRG NRG Energy, Inc.
-3.48%
-$106,185.6 
AMAT Applied Materials, Inc.
-3.12%
-$100,769.62 
PWR Quanta Services Inc.
-3.12%
-$10,767.68 
ITA iShares U.S. Aerospace & Defense ETF
-2.86%
-$6,298.22 
ADI Analog Devices, Inc.
-2.85%
-$228,434.24 
ANET Arista Networks, Inc.
-2.82%
-$62,737.9 
NVDA NVIDIA Corporation
-2.69%
-$227,431.07 
CSCO Cisco Systems, Inc.
-2.23%
-$202,382.22 
KLAC KLA Corporation
-2.23%
-$228,300 
C Citigroup Inc.
-2.14%
-$87,017.07 
IAU iShares Gold Trust
-1.91%
-$5,993.3 
BNY BlackRock New York Municipal Income Trust
-1.81%
-$121,241.91 
CDNS Cadence Design Systems, Inc.
-1.79%
-$11,816.93 
RTX RTX Corporation
-1.39%
-$64,686.29 
JPM JPMorgan Chase & Co.
-1.2%
-$58,713.64 
ACAD Acadia Pharmaceuticals Inc.
-1.11%
-$43,931.04 
AMZN Amazon.com Inc
-1.09%
-$16,930.01 
LHX L3Harris Technologies, Inc.
-0.84%
-$24,225.56 
IVV iShares Core S&P 500 ETF
-0.68%
-$1,879.75 
SPY SPDR S&P 500 ETF Trust
-0.67%
-$14,058.58 
XLC Communication Services Select Sector SPDR Fund
-0.65%
-$1,538.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.43%
-$1,122.29 
PTRB PGIM Total Return Bond ETF
-0.06%
-$159.65 
PLTR Palantir Technologies Inc.
-0.06%
-$105.37 Events
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Dividends
Dividend Analysis
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| Trades 470 | Longs Won 273/470 58% | Profit Factor 5.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $440,439.62 |
| Average Win $234,840.66 | Best Trade (Jul 10) $5.74M | Sharpe Ratio -10.87 |
| Average Loss -$60,237.31 | Worst Trade (Mar 31) -$1.45M | Z-Score -1.36 (82.92%) |
| Commissions $0 | Avg. Trade Length 7m 3w 6d | Expectancy $111,159.04 |
| 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 | 2,915 | 2,624 | 2,332 | 2,041 | 1,749 | 1,458 | 1,166 | 875 | 583 | 292 |
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Returns
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