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:
73.3%
Gain +0.07%
Monthly
0.96%
Yearly
12.23%
Drawdown
16.09%
$764.78M
Equity
Holdings
$764.78M
Investment
$530.79M
$271.48M
Profit +$724,710.88
Realized
$37.5M
Unrealized
$233.99M
Dividends
$46.81M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$724,710.88
Win %
69%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$905,493.74
Win %
69%
This Month
Compared to last month
Gain
-2.19%
Profit
-$17.15M
Win %
69%
This Year
Compared to last year
Gain
-2.19%
Profit
-$17.15M
Win %
68%
NU Nu Holdings Ltd.
+3.64%
+$8,019.99 
KWEB KraneShares CSI China Internet ETF
+2.46%
+$12,638.34 
INTC Intel Corporation
+2.45%
+$18,639.2 
NTES NetEase, Inc. American Depositary Receipt
+2.31%
+$5,496.32 
AVGO Broadcom Inc.
+1.95%
+$776,287.28 
STX Seagate Technology Holdings plc
+1.91%
+$36,174.12 
MSFT Microsoft Corp.
+1.74%
+$355,050.72 
GOOG Alphabet Inc
+1.65%
+$62,216.44 
GOOGL Alphabet Inc
+1.54%
+$653,617.9 
WMB The Williams Companies, Inc.
+1.42%
+$42,035.76 
MU Micron Technology, Inc.
+1.39%
+$250,962.4 
COP ConocoPhillips
+1.33%
+$29,285.73 
CORT Corcept Therapeutics Incorporated
+1.17%
+$5,035 
CVX Chevron Corporation
+1.17%
+$108,622.31 
PGR Progressive Corporation
+1.16%
+$7,788.35 
WRB W.R. Berkley Corporation
+1.03%
+$105,361.94 
TTWO Take-Two Interactive Software, Inc.
+1.01%
+$89,082.47 
AMZN Amazon.com Inc
+1%
+$136,548.8 
XOM Exxon Mobil Corporation
+0.86%
+$9,471.06 
STZ Constellation Brands, Inc.
+0.74%
+$29,440.62 
V Visa Inc. Class A
+0.68%
+$125,215.92 
T AT&T Inc.
+0.62%
+$2,104.24 
NXPI NXP Semiconductors N.V.
+0.61%
+$3,103.25 
LPLA LPL Financial Holdings Inc.
+0.56%
+$13,487.1 
DUK Duke Energy Corporation
+0.47%
+$985.73 
META Meta Platforms Inc Class A
+0.42%
+$93,867.2 
BP BP p.l.c. Sponsored ADR
+0.39%
+$1,554.46 
BCAT BlackRock Capital Allocation Trust
+0.39%
+$1,074.12 
CGNG Capital Group New Geography Equity ETF
+0.34%
+$1,090.73 
EEM iShares MSCI Emerging Markets ETF
+0.33%
+$1,482.18 
RTX RTX Corporation
+0.33%
+$912.64 
BUD Anheuser-Busch InBev S.A. ADR
+0.28%
+$1,546.87 
GD General Dynamics Corporation
+0.25%
+$2,325 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.22%
+$1,260 
IBM International Business Machines Corporation
+0.22%
+$6,227.97 
LTH Life Time Group Holdings Inc.
+0.19%
+$10,007.28 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$771.59 
B BARRICK MINING CORP Common Stock (ABR0)
+0.12%
+$251.8 
FANG Diamondback Energy Inc
+0.11%
+$5,696.88 
SSNC SS&C Technologies Holdings Inc.
+0.1%
+$498.75 
VUG Vanguard Growth ETF
+0.07%
+$205.31 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,631.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$49.92 
SHV iShares Short Treasury Bond ETF
+0.01%
+$100.11 
ETN Eaton Corporation plc
0%
+$170.91 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
-4.29%
-$18,364.81 
ORCL Oracle Corporation
-3.39%
-$70,705.6 
BX Blackstone Inc.
-3.17%
-$134,706.18 
SQM Quimica y Minera Chilena S.A. ADR
-3.15%
-$11,772.2 
URI United Rentals, Inc.
-3.03%
-$369,218.92 
WD Walker & Dunlop Inc.
-2.98%
-$30,065.22 
APO Apollo Global Management, Inc.
-2.69%
-$172,176.84 
APG Api Group Corporation
-2.54%
-$46,261.08 
GE General Electric Company
-2.47%
-$10,936.49 
MS Morgan Stanley
-2.3%
-$22,274.96 
EVR Evercore Inc.
-2.29%
-$72,568.44 
MRK Merck & Co., Inc.
-2.23%
-$84,952.92 
LLY Eli Lilly and Company
-2.23%
-$71,503.97 
CAT Caterpillar Inc.
-2.08%
-$122,476 
KLAC KLA Corporation
-2.03%
-$565,522.56 
HD The Home Depot, Inc.
-1.92%
-$10,754.52 
UNP Union Pacific Corporation
-1.81%
-$4,034.94 
USFD US Foods Holding Corp
-1.8%
-$34,378.75 
CBRE CBRE Group Inc.
-1.79%
-$192,097.84 
PEP PepsiCo, Inc.
-1.74%
-$69,636.42 
AAPL Apple Inc.
-1.65%
-$435,102.17 
LH Labcorp Holdings Inc.
-1.63%
-$6,699.01 
AZO AutoZone Inc.
-1.6%
-$209,038.87 
WMT Walmart Inc.
-1.59%
-$15,167.88 
SNY Sanofi American Depositary Receipt
-1.56%
-$4,726 
DIS The Walt Disney Company
-1.5%
-$107,402.61 
NSC Norfolk Southern Corporation
-1.5%
-$4,794 
JNJ Johnson & Johnson
-1.48%
-$144,480.33 
CACI Caci International Inc.
-1.48%
-$20,688.78 
CMI Cummins Inc.
-1.43%
-$130,567.15 
NKE Nike, Inc. - Class B
-1.28%
-$17,869.6 
PFE Pfizer Inc.
-1.26%
-$28,379.7 
LYG Lloyds Banking Group Plc ADR
-1.26%
-$7,031.93 
PANW Palo Alto Networks, Inc.
-1.25%
-$54,288.59 
SHEL Shell plc
-1.25%
-$10,082.5 
AXP American Express Company
-1.22%
-$193,833.53 
COR Cencora, Inc.
-1.22%
-$122,035.87 
MCK McKesson Corporation
-1.18%
-$57,690.1 
BMY Bristol-Myers Squibb Company
-1.15%
-$14,611.8 
ETR Entergy Corporation
-1.08%
-$4,819 
CGEN Compugen Ltd.
-1.05%
-$1,780.3 
STM STMicroelectronics N.V.
-1.04%
-$5,112.91 
TMO Thermo Fisher Scientific Inc.
-1.03%
-$157,029.4 
GS The Goldman Sachs Group, Inc.
-1.01%
-$2,156 
PH Parker-Hannifin Corporation
-1.01%
-$9,725.82 
JPM JPMorgan Chase & Co.
-1.01%
-$230,807.46 
ONTO Onto Innovation Inc.
-0.96%
-$26,999.53 
ADBE Adobe Inc.
-0.92%
-$36,944.25 
SO The Southern Company
-0.84%
-$14,626.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.83%
-$5,813.56 
EFA iShares MSCI EAFE ETF
-0.82%
-$9,187.65 
ASML ASML Holding N.V. New York Registry Shares
-0.81%
-$9,552.47 
GILD Gilead Sciences Inc.
-0.78%
-$9,752.4 
UNH UnitedHealth Group Incorporated
-0.76%
-$40,432.7 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$5,947.04 
COF Capital One Financial Corporation
-0.73%
-$36,025.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.7%
-$5,550.97 
AMAT Applied Materials, Inc.
-0.69%
-$78,034.11 
IQV IQVIA Holdings Inc.
-0.67%
-$84,949.42 
TRV The Travelers Companies, Inc.
-0.67%
-$36,091.64 
QCOM QUALCOMM Incorporated
-0.66%
-$10,932.32 
ABBV AbbVie Inc.
-0.66%
-$8,936.12 
CLX The Clorox Company
-0.65%
-$25,544.61 
CSCO Cisco Systems, Inc.
-0.65%
-$94,937.96 
AMGN Amgen Inc.
-0.63%
-$15,605.57 
VTV Vanguard Value ETF
-0.6%
-$2,081.64 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.6%
-$1,881.49 
SCHD Schwab U.S. Dividend Equity ETF
-0.59%
-$3,145.74 
RTO Rentokil Initial plc Sponsored ADR
-0.59%
-$1,675.44 
UBER Uber Technologies, Inc.
-0.57%
-$8,313.57 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$1,180.31 
MTB M&T Bank Corporation
-0.55%
-$1,362.72 
IWD iShares Russell 1000 Value ETF
-0.54%
-$1,979.04 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.53%
-$1,275.29 
AFL Aflac Inc.
-0.51%
-$1,827 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.47%
-$2,905 
EME EMCOR Group, Inc.
-0.42%
-$6,268.2 
VT Vanguard Total World Stock ETF
-0.37%
-$10,123.32 
C Citigroup Inc.
-0.36%
-$23,483.51 
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$712.25 
HCA HCA Healthcare Inc.
-0.3%
-$12,403.62 
SF Stifel Financial Corp.
-0.3%
-$4,625.76 
VZ Verizon Communications Inc.
-0.3%
-$20,009.34 
NEM Newmont Corporation
-0.29%
-$4,872.14 
GLD SPDR Gold Shares
-0.28%
-$2,133.13 
FBND Fidelity Total Bond ETF
-0.28%
-$12,018.87 
BND Vanguard Total Bond Market Index Fund
-0.27%
-$157,538.2 
SYK Stryker Corporation
-0.27%
-$26,591.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$1,076.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$9,088.78 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$6,485.57 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,118.82 
EVTR Eaton Vance Total Return Fund
-0.23%
-$726 
LMT Lockheed Martin Corporation
-0.19%
-$2,499.69 
IVZ Invesco Ltd.
-0.17%
-$758.75 
DG Dollar General Corporation
-0.17%
-$10,685.01 
MUB iShares National Muni Bond ETF
-0.16%
-$6,416.73 
NYF iShares New York Muni Bond ETF
-0.15%
-$800 
VTEB Vanguard Tax-Exempt Bond ETF
-0.15%
-$10,202.85 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.12%
-$1,506.07 
USB U.S. Bancorp
-0.1%
-$701.15 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$341.31 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$11,304.15 
CB Chubb Limited
-0.06%
-$12,504.6 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$2,465.7 
CGXU Capital Group International Focus Equity ETF
-0.04%
-$385.27 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$707.48 
BRK-A Berkshire Hathaway Inc.
-0.04%
-$260 
GEHC GE HealthCare Technologies Inc.
-0.02%
-$258.51 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$79.92 Events
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Dividends
Dividend Analysis
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| Trades 2010 | Longs Won 1225/2010 60% | Profit Factor 4.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.13M |
| Average Win $289,951.49 | Best Trade (Jul 22) $34.15M | Sharpe Ratio -9.24 |
| Average Loss -$106,633.81 | Worst Trade (Jun 30) -$2.86M | Z-Score 6.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 6d | Expectancy $135,066.19 |
| 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 | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Taylor Fairman?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $27.34M, Broadcom Inc - $17.45M, Cencora, Inc - $7.59M, Vanguard Total Bond Market Index Fund - $5.05M, and HCA Healthcare Inc - $4.81M. 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: Stanley Black & Decker Inc - $5.36M, Lincoln National Corporation - $4.59M, Fiserv, Inc - $2.95M, United Parcel Service, Inc - $2.84M, and U.S. Bancorp - $2.82M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Taylor Fairman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.81M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $5.68M, SPDR Bloomberg 1-3 Month T-Bill ETF - $3.09M, Vanguard Short-Term Bond ETF - $2.05M, Chevron Corporation - $1.82M, and JPMorgan Chase & Co - $1.65M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Taylor Fairman's monthly returns?
Taylor Fairman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Taylor Fairman's strategy be considered aggressive or moderate?
Taylor Fairman'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 Taylor Fairman's strategy?
Taylor Fairman'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.
