Kayla Tweedy Portfolio
Invests via JBR Co Financial Management Inc | Managed by Kayla Tweedy, Mike Whitson, Allen Bynum, Bregan Heitz
Invests via JBR Co Financial Management Inc
Managed by Kayla Tweedy, Mike Whitson, Allen Bynum, Bregan Heitz
Automatically Tracked
Kayla Tweedy Profile
Investor and operator focused on fintech and SaaS growth markets, Kayla Tweedy brings experience in corporate finance, strategic operations and venture investing, advising startups on go-to-market, capital strategy and scaling. Prior roles span growth-stage companies and boutique investment firms; active in seed-to-Series B deals and board advisory roles with emphasis on revenue model optimization and customer acquisition.
Investor and operator focused on fintech and SaaS growth markets, Kayla Tweedy brings experience in corporate finance, strategic operations and venture investing, advising startups on go-to-market, capital strategy and scaling. Prior roles span growth-stage companies and boutique investment firms; active in seed-to-Series B deals and board advisory roles with emphasis on revenue model optimization and customer acquisition.
Investment Philosophy & Strategy
Focuses on early growth-stage fintech and SaaS opportunities where operator-led commercial scaling and repeatable unit economics can be accelerated. Prefers seed to Series B positions with concentrated, active stakes and short-to-medium horizon (3–7 years) exit lens; deploys staged capital tied to ARR, CAC payback and margin inflection. Underwrites companies on durable go-to-market advantages, customer acquisition efficiency and clear paths to profitability. Brings an operator’s playbook—revenue model optimization, build-out of sales motion and board-level governance—to reduce execution risk and shape follow-on capital and strategic partnerships.
Focuses on early growth-stage fintech and SaaS opportunities where operator-led commercial scaling and repeatable unit economics can be accelerated. Prefers seed to Series B positions with concentrated, active stakes and short-to-medium horizon (3–7 years) exit lens; deploys staged capital tied to ARR, CAC payback and margin inflection. Underwrites companies on durable go-to-market advantages, customer acquisition efficiency and clear paths to profitability. Brings an operator’s playbook—revenue model optimization, build-out of sales motion and board-level governance—to reduce execution risk and shape follow-on capital and strategic partnerships.
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:
10.98%
Gain
Monthly
0.34%
Yearly
4.19%
Drawdown
44.95%
$271.04M
Equity
Holdings
$271.04M
Investment
$189.54M
$93.26M
Profit -$3.01M
Realized
$11.76M
Unrealized
$81.5M
Dividends
$7.6M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.01M
Win %
79%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$3.63M
Win %
79%
This Month
Compared to last month
Gain
-0.8%
Profit
-$2.19M
Win %
79%
This Year
Compared to last year
Gain
-0.84%
Profit
-$2.3M
Win %
80%
DG Dollar General Corporation
+5.31%
+$21,801.78 
PAYX Paychex Inc.
+4.72%
+$19,794.66 
IBM International Business Machines Corporation
+3.78%
+$46,509.85 
MRK Merck & Co., Inc.
+3.74%
+$8,893.5 
O Realty Income Corporation
+3.5%
+$75,659.97 
ABBV AbbVie Inc.
+3.41%
+$38,513.28 
VZ Verizon Communications Inc.
+3.13%
+$37,926.02 
SBUX Starbucks Corporation
+3.06%
+$14,597.95 
MO Altria Group, Inc.
+2.94%
+$11,163.51 
KO The Coca-Cola Company
+2.78%
+$7,421.89 
OKE ONEOK, Inc.
+2.75%
+$65,490.72 
XLP Consumer Staples Select Sector SPDR Fund
+2.74%
+$15,480.4 
AKRE Akre Focus ETF
+2.73%
+$120,689.77 
COST Costco Wholesale Corporation
+2.69%
+$29,109.51 
VLO Valero Energy Corporation
+2.67%
+$6,286.8 
PSX Phillips 66
+2.65%
+$48,370.07 
BANF BancFirst Corporation
+2.59%
+$19,038.56 
WMT Walmart Inc.
+2.59%
+$9,376.02 
XLV Health Care Select Sector SPDR Fund
+2.21%
+$20,566.57 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$18,113.88 
MSFT Microsoft Corp.
+2.09%
+$32,846.8 
V Visa Inc. Class A
+2.02%
+$7,915.68 
PG Procter & Gamble Co
+2.01%
+$8,034.08 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+1.93%
+$26,167.68 
COWZ Pacer US Cash Cows 100 ETF
+1.86%
+$48,140.26 
RTH VanEck Retail ETF
+1.84%
+$45,089.64 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.63%
+$16,109.91 
EPD Enterprise Products Partners L.P.
+1.43%
+$16,598.37 
ET Energy Transfer L.P.
+1.38%
+$5,607.52 
ARCC Ares Capital Corporation
+1.35%
+$5,714.55 
CVX Chevron Corporation
+1.33%
+$68,246.42 
BXMT Blackstone Mortgage Trust Inc
+1.28%
+$7,887 
HD The Home Depot, Inc.
+1.24%
+$2,482.66 
DUK Duke Energy Corporation
+1.14%
+$13,259.96 
XOM Exxon Mobil Corporation
+1.14%
+$10,515.45 
ATO Atmos Energy Corporation
+1.12%
+$7,536.2 
PFE Pfizer Inc.
+1.09%
+$2,334.69 
JNJ Johnson & Johnson
+1.06%
+$2,803.28 
XLE Energy Select Sector SPDR Fund
+1.05%
+$31,477.28 
EOG EOG Resources, Inc.
+1.03%
+$6,098.25 
NLY Annaly Capital Management, Inc.
+0.97%
+$3,803.62 
OGE Oge Energy Corp.
+0.9%
+$27,833.08 
PKW Invesco BuyBack Achievers ETF
+0.83%
+$3,507.88 
USAI Pacer American Energy Independence ETF
+0.81%
+$31,408 
GCOW Pacer Global Cash Cows Dividend ETF
+0.8%
+$10,767.86 
FCG First Trust Natural Gas ETF
+0.75%
+$1,681 
AAPL Apple Inc.
+0.7%
+$71,001.45 
FANG Diamondback Energy Inc
+0.69%
+$4,426.56 
FXN First Trust Energy AlphaDEX Fund
+0.62%
+$1,874.86 
BX Blackstone Inc.
+0.54%
+$11,047 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$3,368.72 
NFLX Netflix, Inc.
+0.44%
+$1,288.62 
VTV Vanguard Value ETF
+0.35%
+$1,500.18 
XLU Utilities Select Sector SPDR Fund
+0.25%
+$2,990.8 
AB AllianceBernstein Holding L.P.
+0.24%
+$1,557.72 
XMHQ Invesco S&P MidCap Quality ETF
+0.2%
+$882.64 
SRE Sempra
+0.16%
+$600 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.14%
+$659.49 
PLTR Palantir Technologies Inc.
+0.12%
+$970.08 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.04%
+$142.95 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.02%
+$76.7 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$195.83 
BPRE
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
SNDK SanDisk Corporation
-12.16%
-$19,238.87 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-9.77%
-$49,615.72 
CRDO Credo Technology Group Holding Ltd.
-8.68%
-$22,184.99 
LITE Lumentum Holdings Inc.
-7.07%
-$60,207.62 
AMD Advanced Micro Devices, Inc.
-6.62%
-$284,257.34 
MU Micron Technology, Inc.
-6.37%
-$104,039.15 
VRT Vertiv Holdings Co
-5.4%
-$102,273.24 
GS The Goldman Sachs Group, Inc.
-5.17%
-$14,890 
ORCL Oracle Corporation
-4.89%
-$27,010.03 
CAT Caterpillar Inc.
-4.74%
-$268,645.47 
AVGO Broadcom Inc.
-4.73%
-$42,484.7 
NLR VanEck Uranium and Nuclear ETF
-4.62%
-$30,961.55 
SIVR abrdn Physical Silver Shares ETF
-3.54%
-$17,851.21 
PDP Invesco Dorsey Wright Momentum ETF
-3.5%
-$132,037.73 
CMI Cummins Inc.
-3.44%
-$6,433.49 
SPMO Invesco S&P 500 Momentum ETF
-3.42%
-$145,666.35 
PWR Quanta Services Inc.
-3.39%
-$11,506 
MTUM iShares MSCI USA Momentum Factor ETF
-3.38%
-$14,357.06 
PSCT Invesco S&P SmallCap Information Technology ETF
-3.09%
-$31,503.49 
APP AppLovin Corporation Class A Common Stock
-3.01%
-$8,057.42 
ITA iShares U.S. Aerospace & Defense ETF
-2.95%
-$74,995.2 
NVDA NVIDIA Corporation
-2.77%
-$1.06M 
VPL Vanguard FTSE Pacific ETF
-2.27%
-$4,933.5 
FTEC Fidelity MSCI Information Technology Index ETF
-2.2%
-$58,826.3 
XMMO Invesco S&P MidCap Momentum ETF
-2.18%
-$54,162.5 
VGT Vanguard Information Technology ETF
-2.18%
-$372,721.05 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.04%
-$16,683.03 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$9,636.88 
UTG Reaves Utility Income Fund
-1.84%
-$107,082.75 
GLD SPDR Gold Shares
-1.84%
-$15,030.26 
GOOG Alphabet Inc
-1.81%
-$81,447.7 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$23,421.97 
META Meta Platforms Inc Class A
-1.69%
-$42,356.68 
QQQM Invesco NASDAQ 100 ETF
-1.65%
-$213,539.76 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$95,516.4 
PTNQ Pacer Trendpilot 100 ETF
-1.62%
-$23,380.59 
IQQQ ProShares Nasdaq-100 High Income ETF
-1.58%
-$6,684.37 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.47%
-$19,906.08 
TSLA Tesla, Inc.
-1.44%
-$22,102.3 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.38%
-$69,496 
RTX RTX Corporation
-1.33%
-$4,684.97 
BITB Bitwise Bitcoin ETF
-1.29%
-$3,312.86 
VWO Vanguard FTSE Emerging Markets ETF
-1.24%
-$3,478.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.19%
-$3,948.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$9,071.9 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-1.07%
-$2,726.15 
XSMO Invesco S&P SmallCap Momentum ETF
-0.97%
-$34,516.96 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.94%
-$2,972.79 
SCHM Schwab U.S. Mid-Cap ETF
-0.69%
-$5,243.24 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.69%
-$9,672.19 
VIS Vanguard Industrials ETF
-0.68%
-$1,707.37 
PTLC Pacer Trendpilot US Large Cap ETF
-0.59%
-$3,926.45 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$2,554.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$79,138.12 
AMZN Amazon.com Inc
-0.55%
-$25,785.07 
F Ford Motor Company
-0.53%
-$2,151.9 
ISPY ProShares S&P High Income ETF
-0.43%
-$2,196.39 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.4%
-$13,378.86 
CSM ProShares Large Cap Core Plus
-0.34%
-$809.2 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.32%
-$2,860.71 
IWM iShares Russell 2000 ETF
-0.26%
-$885.5 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.25%
-$2,445.28 
IYJ iShares U.S. Industrials ETF
-0.16%
-$2,912.86 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,292.82 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.05%
-$1,667.65 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.01%
-$68.83 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 694/907 76% | Profit Factor 20.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $913,419.96 |
| Average Win $141,111.19 | Best Trade (Jul 15) $26.51M | Sharpe Ratio -11.54 |
| Average Loss -$21,932.81 | Worst Trade (Jul 10) -$860,014.2 | Z-Score 14.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $102,821.92 |
| 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% | 0.09% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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