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:
95.19%
Gain -0.46%
Monthly
2.11%
Yearly
28.48%
Drawdown
25.22%
$274.35M
Equity
Holdings
$274.35M
Investment
$189.54M
$96.63M
Profit -$1.02M
Realized
$11.83M
Unrealized
$84.81M
Dividends
$7.84M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$1.02M
Win %
80%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$52,523.18
Win %
80%
This Month
Compared to last month
Gain
-0.37%
Profit
-$1.02M
Win %
80%
This Year
Compared to last year
Gain
0.37%
Profit
$1M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$658,171.18 
GOOG Alphabet Inc
+6.88%
+$279,682.72 
VRT Vertiv Holdings Co
+6.18%
+$87,529.53 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$16,709.93 
META Meta Platforms Inc Class A
+3.28%
+$65,203.81 
MSFT Microsoft Corp.
+3.02%
+$54,030.5 
LITE Lumentum Holdings Inc.
+2.99%
+$23,453.11 
RTH VanEck Retail ETF
+2.95%
+$72,737.32 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$6,660.58 
NVDA NVIDIA Corporation
+2.93%
+$1.03M 
CVX Chevron Corporation
+2.35%
+$127,468.52 
EOG EOG Resources, Inc.
+2.19%
+$13,753.54 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$6,184.78 
OKE ONEOK, Inc.
+1.95%
+$45,490.56 
FCG First Trust Natural Gas ETF
+1.91%
+$4,510 
ORCL Oracle Corporation
+1.81%
+$9,621.15 
FANG Diamondback Energy Inc
+1.59%
+$10,786.56 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$74,810.52 
VZ Verizon Communications Inc.
+1.52%
+$19,812.1 
FXN First Trust Energy AlphaDEX Fund
+1.51%
+$4,759.26 
PWR Quanta Services Inc.
+1.43%
+$4,905.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$15,307.92 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.09%
+$34,190.27 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$8,602.93 
XLE Energy Select Sector SPDR Fund
+1%
+$31,212.77 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,650.48 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.96%
+$2,400.15 
IBM International Business Machines Corporation
+0.86%
+$11,117.99 
PSCT Invesco S&P SmallCap Information Technology ETF
+0.86%
+$8,447.64 
CSM ProShares Large Cap Core Plus
+0.77%
+$1,795.2 
TSLA Tesla, Inc.
+0.76%
+$9,215.72 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,681.04 
PTLC Pacer Trendpilot US Large Cap ETF
+0.74%
+$4,893.83 
ISPY ProShares S&P High Income ETF
+0.73%
+$3,660.65 
IQQQ ProShares Nasdaq-100 High Income ETF
+0.73%
+$2,967 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,150.62 
VIS Vanguard Industrials ETF
+0.72%
+$1,783.49 
CAT Caterpillar Inc.
+0.7%
+$35,182.29 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$85,065.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$94,326.25 
UTG Reaves Utility Income Fund
+0.65%
+$35,694.25 
PLTR Palantir Technologies Inc.
+0.65%
+$4,850.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$36,496.8 
USAI Pacer American Energy Independence ETF
+0.64%
+$24,965.55 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$16,450.56 
PTNQ Pacer Trendpilot 100 ETF
+0.62%
+$8,569.15 
ET Energy Transfer L.P.
+0.59%
+$2,446.92 
BANF BancFirst Corporation
+0.59%
+$4,140.18 
MO Altria Group, Inc.
+0.57%
+$2,103.27 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,813.53 
PSX Phillips 66
+0.51%
+$10,036.25 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$1,715.4 
PAYX Paychex Inc.
+0.44%
+$1,945.14 
IYJ iShares U.S. Industrials ETF
+0.42%
+$7,767.53 
PFE Pfizer Inc.
+0.4%
+$864.7 
RTX RTX Corporation
+0.39%
+$1,507.8 
VLO Valero Energy Corporation
+0.38%
+$959.14 
AVGO Broadcom Inc.
+0.37%
+$3,280.32 
PG Procter & Gamble Co
+0.37%
+$1,428.88 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$11,599.09 
MRK Merck & Co., Inc.
+0.32%
+$789.27 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$11,641.95 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,112.75 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1,203.6 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.23%
+$767 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$5,261.35 
JNJ Johnson & Johnson
+0.21%
+$568.16 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$5,259.02 
CMI Cummins Inc.
+0.19%
+$342.83 
OGE Oge Energy Corp.
+0.19%
+$5,693.13 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$2,466.24 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,575.12 
AB AllianceBernstein Holding L.P.
+0.11%
+$692.32 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$472.77 
WMT Walmart Inc.
+0.09%
+$322.21 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$5,905.59 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,174.98 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$297.36 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BPRE
BPRE
0%
$0 
AAPL Apple Inc.
-7.35%
-$760,242.6 
MU Micron Technology, Inc.
-5.9%
-$93,243.67 
SNDK SanDisk Corporation
-5.09%
-$6,382.74 
BITB Bitwise Bitcoin ETF
-2.87%
-$7,353.81 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$15,415.5 
ABBV AbbVie Inc.
-2.51%
-$29,949.63 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$10,738.27 
NFLX Netflix, Inc.
-2%
-$5,788.9 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,718.25 
AMD Advanced Micro Devices, Inc.
-1.9%
-$75,001.24 
NLY Annaly Capital Management, Inc.
-1.56%
-$6,085.8 
GLD SPDR Gold Shares
-1.49%
-$12,313.4 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$19,491.01 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$9,380.43 
F Ford Motor Company
-1.21%
-$5,164.56 
SRE Sempra
-1.15%
-$4,120 
KO The Coca-Cola Company
-1.02%
-$2,916.9 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$2,164.5 
XOM Exxon Mobil Corporation
-0.97%
-$9,750.69 
O Realty Income Corporation
-0.87%
-$19,128.48 
ATO Atmos Energy Corporation
-0.85%
-$5,690.56 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$10,312.88 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$8,062.17 
DUK Duke Energy Corporation
-0.67%
-$7,843.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$5,137.06 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,620 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,716.21 
SBUX Starbucks Corporation
-0.57%
-$2,724.6 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,839.18 
IWM iShares Russell 2000 ETF
-0.47%
-$1,598.49 
HD The Home Depot, Inc.
-0.42%
-$815.94 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$4,145.24 
VGT Vanguard Information Technology ETF
-0.38%
-$63,222.9 
ARCC Ares Capital Corporation
-0.37%
-$1,568.7 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,551.62 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$9,235.08 
DG Dollar General Corporation
-0.35%
-$1,524.59 
VTV Vanguard Value ETF
-0.27%
-$1,172.31 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,926.09 
BX Blackstone Inc.
-0.25%
-$5,160.75 
COST Costco Wholesale Corporation
-0.24%
-$2,688.08 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$7,980.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$700.2 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$1,101.36 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$6,670.6 
EPD Enterprise Products Partners L.P.
-0.18%
-$2,171.78 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
-0.14%
-$1,397.3 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$642.58 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,425.9 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$393 
AKRE Akre Focus ETF
-0.09%
-$3,996.35 
V Visa Inc. Class A
-0.04%
-$154.55 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 705/907 77% | Profit Factor 23.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $960,621.64 |
| Average Win $143,163.79 | Best Trade (Aug 28) $29.15M | Sharpe Ratio -11.63 |
| Average Loss -$21,268.42 | Worst Trade (Aug 02) -$641,014.22 | Z-Score 17.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w | Expectancy $106,542.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.13% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,005 | $6M | $9.58M | - | $3.58M | 59.61% | -7.354% |
| AB AllianceBernstein Holding L.P. | 17,308 | $650,820.11 | $636,242.08 | - | -$14,578.03 | -2.24% | +0.109% |
| ABBV AbbVie Inc. | 4,629 | $717,395.08 | $1.16M | - | $444,206.18 | 61.92% | -2.513% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 14,295 | $362,764.05 | $364,808.4 | - | $2,044.35 | 0.56% | +0.472% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 40,880 | $3.55M | $4.79M | - | $1.24M | 34.85% | +1.588% |
| AKRE Akre Focus ETF | 79,927 | $5.24M | $4.6M | - | -$641,014.22 | -12.24% | -0.087% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,448 | $699,413 | $450,661.05 | - | -$248,751.95 | -35.57% | +3.851% |
| AMD Advanced Micro Devices, Inc. | 8,117 | $1.11M | $3.86M | - | $2.75M | 247.53% | -1.904% |
| AMZN Amazon.com Inc | 18,242 | $3.24M | $4.95M | - | $1.71M | 52.73% | +15.321% |
| APP AppLovin Corporation Class A Common Stock | 592 | $305,016 | $234,372.79 | - | -$70,643.21 | -23.16% | -1.973% |
| ARCC Ares Capital Corporation | 22,410 | $485,593.72 | $420,411.6 | - | -$65,182.12 | -13.42% | -0.372% |
| ATO Atmos Energy Corporation | 3,845 | $445,635.35 | $664,339.1 | - | $218,703.75 | 49.08% | -0.849% |
| AVGO Broadcom Inc. | 2,278 | $360,966.97 | $886,779.84 | - | $525,812.87 | 145.67% | +0.371% |
| BANF BancFirst Corporation | 6,273 | $584,634.75 | $707,719.86 | - | $123,085.11 | 21.05% | +0.588% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 39,166 | $3.59M | $3.59M | - | -$2,741.57 | -0.08% | +0.033% |
| BITB Bitwise Bitcoin ETF | 7,281 | $385,109.27 | $248,500.53 | - | -$136,608.74 | -35.47% | -2.874% |
| BPRE BPRE | 99,765 | $1.5M | $1.5M | - | - | - | 0.0 |
| BX Blackstone Inc. | 16,127 | $2.13M | $2.06M | - | -$66,774.88 | -3.14% | -0.25% |
| BXMT Blackstone Mortgage Trust Inc | 35,850 | $657,776.88 | $521,259 | - | -$136,517.88 | -20.75% | -2.872% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 18,842 | $857,744.91 | $1.02M | - | $163,868.33 | 19.1% | -0.404% |
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FAQ
Which stocks have generated the highest profits for Kayla Tweedy?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.92M, Fidelity MSCI Information Technology Index ETF - $987,935.05, SPDR Bloomberg 1-3 Month T-Bill ETF - $657,563.29, Eaton Vance Enhanced Equity Income Fund II - $642,168.09, and Chevron Corporation - $544,204.69. 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: Akre Focus ETF - $355,629.05, Super Micro Computer Inc - $105,169.44, Invesco S&P SmallCap Energy ETF - $72,432.77, BPRE - $70,290.79, and Boeing Company - $68,550.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kayla Tweedy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.84M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $688,050.17, Eaton Vance Enhanced Equity Income Fund II - $605,976.04, Chevron Corporation - $505,765.28, Pacer American Energy Independence ETF - $382,241.6, and Oge Energy Corp - $320,170.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kayla Tweedy's monthly returns?
Kayla Tweedy'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 Kayla Tweedy's strategy be considered aggressive or moderate?
Kayla Tweedy'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 Kayla Tweedy's strategy?
Kayla Tweedy'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.
