TF
Taylor Fairman Portfolio
Invests via Eagle Rock Investment Company LLC | Managed by Taylor Fairman
Invests via Eagle Rock Investment Company LLC
Managed by Taylor Fairman
Automatically Tracked
Taylor Fairman Profile
With a robust foundation in corporate strategy and finance, Taylor Fairman excels as an innovative entrepreneur and investor. His extensive experience spans multiple industries, where he has successfully led transformative initiatives that drive growth and operational efficiency. Currently involved in various startup ventures, he is recognized for his ability to identify market gaps and execute strategic plans effectively. This dynamic leadership style has positioned him as a notable figure within the entrepreneurial landscape, fostering significant value creation across diverse business sectors.
With a robust foundation in corporate strategy and finance, Taylor Fairman excels as an innovative entrepreneur and investor. His extensive experience spans multiple industries, where he has successfully led transformative initiatives that drive growth and operational efficiency. Currently involved in various startup ventures, he is recognized for his ability to identify market gaps and execute strategic plans effectively. This dynamic leadership style has positioned him as a notable figure within the entrepreneurial landscape, fostering significant value creation across diverse business sectors.
Investment Philosophy & Strategy
Opportunity often arises from recognizing unmet needs in evolving markets. Taylor Fairman's entrepreneurial spirit drives his keen focus on startups, where he seeks to unlock value through innovation and strategic foresight. His ability to integrate corporate strategy with hands-on execution allows him to capitalize on growth potential effectively. By leveraging insights gained across various sectors, he actively identifies transformative ventures that align with emerging trends. This multifaceted approach fosters agility in decision-making, positioning him uniquely within the investment landscape as a creator of sustainable business solutions.
Opportunity often arises from recognizing unmet needs in evolving markets. Taylor Fairman's entrepreneurial spirit drives his keen focus on startups, where he seeks to unlock value through innovation and strategic foresight. His ability to integrate corporate strategy with hands-on execution allows him to capitalize on growth potential effectively. By leveraging insights gained across various sectors, he actively identifies transformative ventures that align with emerging trends. This multifaceted approach fosters agility in decision-making, positioning him uniquely within the investment landscape as a creator of sustainable business solutions.
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:
101.09%
Gain +33.51%
Monthly
1.16%
Yearly
14.82%
Drawdown
13.09%
$1.09B
Equity
Holdings
$1.09B
Investment
$480.61M
$606.17M
Profit +$323.33M
Realized
-$1.05M
Unrealized
$607.23M
Dividends
$45.36M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
33.51%
Profit
$323.33M
Win %
71%
This Week
Compared To Last Week
Gain
40.31%
Profit
$312.51M
Win %
71%
This Month
Compared to last month
Gain
41.74%
Profit
$320.34M
Win %
71%
This Year
Compared to last year
Gain
59.7%
Profit
$406.66M
Win %
71%
STX Seagate Technology Holdings plc
+7.25%
+$194,578.45 
ONTO Onto Innovation Inc.
+6.79%
+$206,762.2 
INTC Intel Corporation
+6.48%
+$90,960 
KLAC KLA Corporation
+5.55%
+$18.67M 
SQM Quimica y Minera Chilena S.A. ADR
+4.55%
+$18,102.36 
QCOM QUALCOMM Incorporated
+4.28%
+$188,781.1 
STZ Constellation Brands, Inc.
+3.73%
+$139,112.34 
LPLA LPL Financial Holdings Inc.
+3.58%
+$182,733.6 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$9,169.6 
CME CME Group Inc.
+2.8%
+$37,117.5 
NEM Newmont Corporation
+2.69%
+$50,469.7 
AMAT Applied Materials, Inc.
+2.64%
+$377,683.11 
T AT&T Inc.
+2.48%
+$9,910.02 
VZ Verizon Communications Inc.
+2.46%
+$178,233.83 
JPM JPMorgan Chase & Co.
+2.3%
+$445,338.66 
HCA HCA Healthcare Inc.
+2.3%
+$146,438.23 
USFD US Foods Holding Corp
+2.29%
+$41,058.05 
USB U.S. Bancorp
+2.27%
+$14,154.55 
IVZ Invesco Ltd.
+2.26%
+$9,712 
AXP American Express Company
+2.18%
+$309,365.8 
SYK Stryker Corporation
+2.11%
+$27,745.66 
MTB M&T Bank Corporation
+1.76%
+$4,028.04 
UNP Union Pacific Corporation
+1.65%
+$4,017.78 
ACN Accenture plc Class A
+1.63%
+$6,538.35 
LYG Lloyds Banking Group Plc ADR
+1.57%
+$8,295.24 
COF Capital One Financial Corporation
+1.49%
+$55,666.25 
CAT Caterpillar Inc.
+1.48%
+$89,244 
EME EMCOR Group, Inc.
+1.42%
+$23,212.56 
COP ConocoPhillips
+1.39%
+$30,751.8 
FISV Fiserv, Inc.
+1.36%
+$27,944.64 
ABBV AbbVie Inc.
+1.3%
+$15,697.27 
C Citigroup Inc.
+1.27%
+$98,657.61 
AFL Aflac Inc.
+1.17%
+$4,216 
CBRE CBRE Group Inc.
+1.12%
+$113,220 
ETR Entergy Corporation
+1.11%
+$4,819 
NSC Norfolk Southern Corporation
+1.11%
+$3,543.2 
ICE Intercontinental Exchange, Inc.
+1.09%
+$21,131.22 
AZO AutoZone Inc.
+1.08%
+$125,619.13 
JNJ Johnson & Johnson
+1.05%
+$97,402.5 
V Visa Inc. Class A
+1.03%
+$136,107.4 
GEHC GE HealthCare Technologies Inc.
+1.02%
+$19,312.92 
IWD iShares Russell 1000 Value ETF
+1.02%
+$3,980.46 
VTV Vanguard Value ETF
+0.94%
+$3,205.57 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$3,489.34 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$6,454.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,080.59 
GE General Electric Company
+0.81%
+$3,374.99 
SO The Southern Company
+0.8%
+$13,408.51 
NXPI NXP Semiconductors N.V.
+0.76%
+$4,114.11 
CVX Chevron Corporation
+0.75%
+$69,543.1 
BUD Anheuser-Busch InBev S.A. ADR
+0.75%
+$3,673.39 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$5,795.02 
NU Nu Holdings Ltd.
+0.74%
+$1,329.21 
HD The Home Depot, Inc.
+0.73%
+$3,250.39 
UNH UnitedHealth Group Incorporated
+0.71%
+$35,585.46 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$1,380 
CGXU Capital Group International Focus Equity ETF
+0.69%
+$5,754.24 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,458.91 
EVR Evercore Inc.
+0.67%
+$22,196.86 
TRU TransUnion
+0.67%
+$7,075.64 
MS Morgan Stanley
+0.66%
+$6,300 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$155,048.51 
WMB The Williams Companies, Inc.
+0.63%
+$18,127.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$2,474 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$21,832.69 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$2,425.2 
CMI Cummins Inc.
+0.59%
+$56,625.84 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$16,260.08 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$4,494.07 
BCAT BlackRock Capital Allocation Trust
+0.56%
+$1,611.18 
GOOGL Alphabet Inc
+0.56%
+$259,279.3 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$1,535.6 
VT Vanguard Total World Stock ETF
+0.46%
+$9,704.16 
GOOG Alphabet Inc
+0.46%
+$20,199.88 
URI United Rentals, Inc.
+0.46%
+$34,986.08 
WMT Walmart Inc.
+0.45%
+$4,754.58 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$2,656 
PGR Progressive Corporation
+0.41%
+$4,924.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$2,310 
PEP PepsiCo, Inc.
+0.4%
+$14,075.44 
DG Dollar General Corporation
+0.4%
+$20,697.7 
BMY Bristol-Myers Squibb Company
+0.4%
+$4,613.62 
GD General Dynamics Corporation
+0.38%
+$3,375 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$925.5 
AMGN Amgen Inc.
+0.34%
+$8,511.95 
SNY Sanofi American Depositary Receipt
+0.32%
+$952 
EFA iShares MSCI EAFE ETF
+0.31%
+$3,179.84 
CGNG Capital Group New Geography Equity ETF
+0.3%
+$830.06 
IGRO iShares International Dividend Growth ETF
+0.29%
+$723.06 
XOM Exxon Mobil Corporation
+0.29%
+$3,215.05 
FANG Diamondback Energy Inc
+0.28%
+$14,358.06 
VUG Vanguard Growth ETF
+0.22%
+$709.08 
BP BP p.l.c. Sponsored ADR
+0.21%
+$783.54 
TRV The Travelers Companies, Inc.
+0.21%
+$6,529.42 
IQV IQVIA Holdings Inc.
+0.2%
+$21,749.76 
BNDX Vanguard Total International Bond ETF
+0.17%
+$948.56 
PFE Pfizer Inc.
+0.15%
+$3,618.76 
PH Parker-Hannifin Corporation
+0.12%
+$1,112.1 
EA Electronic Arts Inc.
+0.11%
+$2,249.94 
CB Chubb Limited
+0.1%
+$18,275.68 
MSFT Microsoft Corp.
+0.1%
+$19,521.6 
GLD SPDR Gold Shares
+0.06%
+$568.31 
ORCL Oracle Corporation
+0.05%
+$1,511.38 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$1,707.88 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$239.75 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$149.76 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$3,247.87 
SHV iShares Short Treasury Bond ETF
+0.03%
+$630.15 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
CGEN Compugen Ltd.
0%
$0 
EBR Axia Energia S.A. Sponsored ADR Preferred
0%
$0 
LH
0%
$0 
RTOKY Rentokil Initial Plc
0%
$0 
ADBE Adobe Inc.
-6.71%
-$193,526.06 
PINS Pinterest, Inc. Class A
-6.02%
-$91,524.12 
LULU lululemon athletica inc.
-2.52%
-$16,086.8 
LLY Eli Lilly and Company
-2.41%
-$82,467.1 
NKE Nike, Inc. - Class B
-2.32%
-$61,210.87 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$25,221.72 
MC Moelis & Company
-1.68%
-$34,771.28 
LTH Life Time Group Holdings Inc.
-1.61%
-$32,034.8 
LMT Lockheed Martin Corporation
-1.54%
-$22,569.92 
AAPL Apple Inc.
-1.52%
-$346,108.5 
CLX The Clorox Company
-1.49%
-$48,638.44 
MU Micron Technology, Inc.
-1.42%
-$808,474.07 
MRK Merck & Co., Inc.
-1.41%
-$51,397.22 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$138,075.17 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.25%
-$3,184.62 
AMZN Amazon.com Inc
-1.21%
-$50,709.34 
CACI Caci International Inc.
-1.17%
-$18,609.36 
UBER Uber Technologies, Inc.
-1.12%
-$15,824.64 
IBM International Business Machines Corporation
-0.97%
-$34,982.47 
AVGO Broadcom Inc.
-0.94%
-$443,335.38 
APG Api Group Corporation
-0.79%
-$15,193.59 
WRB-PH W.R. Berkley Corporation 4.125%
-0.78%
-$14,265.12 
CSCO Cisco Systems, Inc.
-0.6%
-$99,650.84 
ETN Eaton Corporation plc
-0.55%
-$31,335.46 
UPS United Parcel Service, Inc.
-0.52%
-$1,643.02 
MCK McKesson Corporation
-0.36%
-$13,409.2 
RTX RTX Corporation
-0.34%
-$1,161.11 
DIS The Walt Disney Company
-0.3%
-$20,379.19 
META Meta Platforms Inc Class A
-0.23%
-$42,078.08 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$1,500 
KWEB KraneShares CSI China Internet ETF
-0.23%
-$1,134.78 
SHEL Shell plc
-0.21%
-$1,711.25 
MDT Medtronic plc
-0.21%
-$818.72 
GILD Gilead Sciences Inc.
-0.21%
-$2,413.84 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$8,973.69 
EVTR Eaton Vance Total Return Fund
-0.14%
-$441.91 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$2,073.66 
NYF iShares New York Muni Bond ETF
-0.11%
-$604 
FBND Fidelity Total Bond ETF
-0.11%
-$3,645.05 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$254.37 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$61,700.96 
SSNC SS&C Technologies Holdings Inc.
-0.09%
-$568.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$5,402.3 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$463.59 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.02%
-$132.44 
MUB iShares National Muni Bond ETF
-0.01%
-$348.33 Events
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Dividends
Dividend Analysis
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| Trades 1784 | Longs Won 1096/1784 61% | Profit Factor 8.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.29M |
| Average Win $626,967.98 | Best Trade (Jun 12) $159.46M | Sharpe Ratio -12.45 |
| Average Loss -$117,708.25 | Worst Trade (Jun 30) -$2.86M | Z-Score -0.79 (57.16%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 1d | Expectancy $339,783.42 |
| 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% | 0.28% | 6.22% |
| Consecutive Losing Trades | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
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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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