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:
95.87%
Gain -0.16%
Monthly
2.03%
Yearly
27.23%
Drawdown
24.74%
$263.34M
Equity
Holdings
$263.34M
Investment
$181.86M
$96.89M
Profit -$303,294.6
Realized
$15.42M
Unrealized
$81.48M
Dividends
$8.53M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.16%
Profit
-$303,294.6
Win %
77%
This Week
Compared To Last Week
Gain
-2.06%
Profit
-$5.55M
Win %
77%
This Month
Compared to last month
Gain
-0.49%
Profit
-$1.29M
Win %
77%
This Year
Compared to last year
Gain
-0.68%
Profit
-$1.79M
Win %
78%
F Ford Motor Company
+2.76%
+$9,755.28 
GS The Goldman Sachs Group, Inc.
+1.94%
+$4,329.99 
RTX RTX Corporation
+1.86%
+$6,228.65 
TSLA Tesla, Inc.
+1.8%
+$25,009.44 
MRK Merck & Co., Inc.
+1.29%
+$3,609.37 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.2%
+$5,445.02 
CVX Chevron Corporation
+1.18%
+$72,704.12 
PSX Phillips 66
+1.15%
+$30,113.1 
OGE Oge Energy Corp.
+1.15%
+$33,618.84 
FXN First Trust Energy AlphaDEX Fund
+1.14%
+$3,804.84 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.13%
+$7,777 
XLF Financial Select Sector SPDR Fund
+1.12%
+$14,734.3 
GCOW Pacer Global Cash Cows Dividend ETF
+1.1%
+$15,469.32 
FANG Diamondback Energy Inc
+1.09%
+$7,258.88 
XLE Energy Select Sector SPDR Fund
+1.04%
+$35,852.96 
ATO Atmos Energy Corporation
+1.02%
+$6,421.15 
WMT Walmart Inc.
+1%
+$3,801.96 
PG Procter & Gamble Co
+1%
+$4,232.71 
KO The Coca-Cola Company
+0.97%
+$2,884.49 
XLP Consumer Staples Select Sector SPDR Fund
+0.96%
+$5,610.8 
EPD Enterprise Products Partners L.P.
+0.96%
+$10,548.5 
MO Altria Group, Inc.
+0.95%
+$3,802.07 
SRE Sempra
+0.95%
+$3,120 
JNJ Johnson & Johnson
+0.94%
+$2,551.36 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.9%
+$9,224.37 
SCHD Schwab U.S. Dividend Equity ETF
+0.88%
+$6,545.44 
CAT Caterpillar Inc.
+0.85%
+$38,717.19 
PKW Invesco BuyBack Achievers ETF
+0.82%
+$3,649.43 
DUK Duke Energy Corporation
+0.82%
+$9,151.24 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.81%
+$10,569.85 
IYJ iShares U.S. Industrials ETF
+0.8%
+$14,392.98 
BX Blackstone Inc.
+0.8%
+$14,111.12 
IBM International Business Machines Corporation
+0.78%
+$10,496.88 
AKRE Akre Focus ETF
+0.78%
+$35,928.45 
VLO Valero Energy Corporation
+0.77%
+$2,764.58 
COWZ Pacer US Cash Cows 100 ETF
+0.74%
+$20,651.28 
AB AllianceBernstein Holding L.P.
+0.73%
+$4,413.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.71%
+$7,220.56 
XMHQ Invesco S&P MidCap Quality ETF
+0.71%
+$3,269.78 
VZ Verizon Communications Inc.
+0.68%
+$8,490.9 
COST Costco Wholesale Corporation
+0.65%
+$7,451.27 
VTV Vanguard Value ETF
+0.62%
+$2,624.76 
XLU Utilities Select Sector SPDR Fund
+0.6%
+$6,501.75 
ET Energy Transfer L.P.
+0.55%
+$2,243.01 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.52%
+$4,462.73 
SBUX Starbucks Corporation
+0.51%
+$2,247.8 
RTH VanEck Retail ETF
+0.5%
+$11,937.34 
VPL Vanguard FTSE Pacific ETF
+0.5%
+$1,072.5 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$3,440.39 
ITA iShares U.S. Aerospace & Defense ETF
+0.49%
+$10,859.52 
O Realty Income Corporation
+0.49%
+$9,199.71 
DG Dollar General Corporation
+0.48%
+$2,110.72 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.42%
+$16,639.14 
PAYX Paychex Inc.
+0.41%
+$1,754.44 
AAPL Apple Inc.
+0.41%
+$43,019.2 
EOG EOG Resources, Inc.
+0.41%
+$2,667.86 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$1,186.45 
SCHM Schwab U.S. Mid-Cap ETF
+0.33%
+$2,461.11 
V Visa Inc. Class A
+0.32%
+$1,391.04 
BXMT Blackstone Mortgage Trust Inc
+0.28%
+$1,075.5 
SIVR abrdn Physical Silver Shares ETF
+0.25%
+$992.12 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.24%
+$857.7 
VIS Vanguard Industrials ETF
+0.24%
+$551 
ARCC Ares Capital Corporation
+0.16%
+$672.3 
IWM iShares Russell 2000 ETF
+0.16%
+$398.04 
PFE Pfizer Inc.
+0.15%
+$389.12 
PTLC Pacer Trendpilot US Large Cap ETF
+0.12%
+$781.83 
CSM ProShares Large Cap Core Plus
+0.12%
+$274.18 
UTG Reaves Utility Income Fund
+0.11%
+$5,657.43 
XLV Health Care Select Sector SPDR Fund
+0.11%
+$1,113.97 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.09%
+$306.8 
GLDM SPDR Gold MiniShares Trust
+0.07%
+$904.74 
XSMO Invesco S&P SmallCap Momentum ETF
+0.06%
+$1,883.8 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$233.06 
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
+0.04%
+$349.32 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$2,911.09 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$573.63 
GLD SPDR Gold Shares
0%
+$21.86 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 BPRE
BPRE
0%
$0 
USAI Pacer American Energy Independence ETF
-35.91%
-$1.33M 
BANF BancFirst Corporation
-20.79%
-$144,905.7 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.11%
-$17,349.19 
CRDO Credo Technology Group Holding Ltd.
-3.34%
-$6,347.4 
MU Micron Technology, Inc.
-3.01%
-$52,322.64 
AMD Advanced Micro Devices, Inc.
-2.63%
-$119,138.62 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.34%
-$8,269.14 
VRT Vertiv Holdings Co
-2.16%
-$28,502.28 
NFLX Netflix, Inc.
-1.91%
-$5,283.77 
PLTR Palantir Technologies Inc.
-1.82%
-$21,897.78 
LITE Lumentum Holdings Inc.
-1.75%
-$16,192.52 
AVGO Broadcom Inc.
-1.56%
-$11,874.15 
MTUM iShares MSCI USA Momentum Factor ETF
-1.11%
-$4,545.96 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.11%
-$15,758.84 
ORCL Oracle Corporation
-1.1%
-$5,881.52 
APP AppLovin Corporation Class A Common Stock
-1.06%
-$1,639.45 
PWR Quanta Services Inc.
-0.98%
-$3,284.45 
VGT Vanguard Information Technology ETF
-0.95%
-$167,596.8 
SPMO Invesco S&P 500 Momentum ETF
-0.87%
-$33,655.59 
FTEC Fidelity MSCI Information Technology Index ETF
-0.86%
-$19,662.17 
META Meta Platforms Inc Class A
-0.71%
-$18,895.88 
QQQM Invesco NASDAQ 100 ETF
-0.67%
-$83,785.97 
PTNQ Pacer Trendpilot 100 ETF
-0.67%
-$9,625.85 
EOS Eaton Vance Enhanced Equity Income Fund II
-0.67%
-$20,705.3 
QQQ Invesco QQQ Trust, Series 1
-0.62%
-$37,346.4 
IWF iShares Russell 1000 Growth ETF
-0.62%
-$3,184.72 
AMZN Amazon.com Inc
-0.59%
-$27,071.76 
GOOG Alphabet Inc
-0.57%
-$23,271.42 
VWO Vanguard FTSE Emerging Markets ETF
-0.57%
-$1,490.08 
IQQQ ProShares Nasdaq-100 High Income ETF
-0.55%
-$2,250.26 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.53%
-$5,984.24 
PSCT Invesco S&P SmallCap Information Technology ETF
-0.5%
-$4,844.97 
NLY Annaly Capital Management, Inc.
-0.43%
-$1,352.4 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-0.43%
-$1,136.63 
NVDA NVIDIA Corporation
-0.42%
-$163,553.39 
MSFT Microsoft Corp.
-0.4%
-$8,528.17 
PDP Invesco Dorsey Wright Momentum ETF
-0.39%
-$14,261.77 
XMMO Invesco S&P MidCap Momentum ETF
-0.15%
-$3,126.78 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.11%
-$578.21 
NLR VanEck Uranium and Nuclear ETF
-0.08%
-$481.68 
ABBV AbbVie Inc.
-0.08%
-$1,018.33 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$1,845.62 
ISPY ProShares S&P High Income ETF
-0.04%
-$209.18 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$131 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 974 | Longs Won 738/974 75% | Profit Factor 17.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $932,182.64 |
| Average Win $137,586.14 | Best Trade (Oct 14) $28.02M | Sharpe Ratio -63.01 |
| Average Loss -$25,105.77 | Worst Trade (Oct 14) -$784,836.71 | Z-Score 11.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $99,479.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.18% |
| Consecutive Losing Trades | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,728 | $5.95M | $10.55M | - | $4.6M | 77.42% | +0.409% |
| AB AllianceBernstein Holding L.P. | 17,308 | $650,820.11 | $606,039.62 | - | -$44,780.49 | -6.88% | +0.734% |
| ABBV AbbVie Inc. | 4,629 | $717,395.08 | $1.31M | - | $593,445.14 | 82.72% | -0.078% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 14,295 | $362,764.05 | $360,234 | - | -$2,530.05 | -0.7% | +0.239% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 39,617 | $3.46M | $3.99M | - | $532,594.43 | 15.38% | +0.418% |
| AKRE Akre Focus ETF | 79,841 | $5.23M | $4.64M | - | -$591,621.49 | -11.31% | +0.781% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,398 | $675,262 | $404,818.86 | - | -$270,443.14 | -40.05% | -4.11% |
| AMD Advanced Micro Devices, Inc. | 8,069 | $1.11M | $4.42M | - | $3.31M | 299.76% | -2.626% |
| AMZN Amazon.com Inc | 17,988 | $3.21M | $4.56M | - | $1.35M | 42.14% | -0.591% |
| APP AppLovin Corporation Class A Common Stock | 552 | $284,406.81 | $152,528.64 | - | -$131,878.17 | -46.37% | -1.063% |
| ARCC Ares Capital Corporation | 22,410 | $485,593.72 | $424,669.5 | - | -$60,924.22 | -12.55% | +0.159% |
| ATO Atmos Energy Corporation | 3,845 | $445,635.35 | $636,808.9 | - | $191,173.55 | 42.9% | +1.019% |
| AVGO Broadcom Inc. | 2,203 | $351,026.39 | $746,684.82 | - | $395,658.43 | 112.71% | -1.565% |
| BANF BancFirst Corporation | 6,273 | $584,634.75 | $552,212.3 | - | -$32,422.45 | -5.55% | -20.786% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 38,242 | $3.51M | $3.5M | - | -$7,457.14 | -0.21% | +0.016% |
| BPRE BPRE | 99,665 | $1.49M | $1.49M | - | - | - | 0.0 |
| BX Blackstone Inc. | 16,127 | $2.13M | $1.78M | - | -$351,819.61 | -16.54% | +0.801% |
| BXMT Blackstone Mortgage Trust Inc | 35,850 | $657,776.88 | $387,538.5 | - | -$270,238.38 | -41.08% | +0.278% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 18,087 | $824,856.81 | $1.03M | - | $207,187.41 | 25.12% | +0.902% |
| CAT Caterpillar Inc. | 6,175 | $1.83M | $4.58M | - | $2.76M | 150.92% | +0.852% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $4.04M, Fidelity MSCI Information Technology Index ETF - $1.22M, ONEOK, Inc - $878,612.33, Vanguard Information Technology ETF - $692,398.66, and SPDR Bloomberg 1-3 Month T-Bill ETF - $668,195.41. 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 - $356,606.87, Bitwise Bitcoin ETF - $193,983.73, Super Micro Computer Inc - $105,169.44, Invesco S&P SmallCap Energy ETF - $72,432.77, and BPRE - $70,489.79. 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 $8.53M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $699,005.68, Eaton Vance Enhanced Equity Income Fund II - $628,616.04, Chevron Corporation - $555,963.06, Pacer American Energy Independence ETF - $382,241.6, and Oge Energy Corp - $346,863.65. 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.
2026 © Marketlog. All Rights Reserved.
