BK
Brian Kenney Portfolio
Invests via Afg Fiduciary Services Limited Partnership | Managed by Brian Kenney
Invests via Afg Fiduciary Services Limited Partnership
Managed by Brian Kenney
Automatically Tracked
Brian Kenney Profile
With a robust foundation in corporate leadership, Brian Kenney has effectively navigated diverse sectors to drive organizational success. He holds a distinguished track record as an executive in the technology and communications industries, where he implemented strategic initiatives that enhanced operational efficiencies and market competitiveness. His extensive experience includes managing cross-functional teams, spearheading business transformations, and forging critical partnerships that foster growth. In addition to his corporate roles, Kenney's insights into market trends position him as a notable figure for investors seeking strategic guidance within dynamic environments. His contributions resonate across both public and private enterprises looking to scale innovatively.
With a robust foundation in corporate leadership, Brian Kenney has effectively navigated diverse sectors to drive organizational success. He holds a distinguished track record as an executive in the technology and communications industries, where he implemented strategic initiatives that enhanced operational efficiencies and market competitiveness. His extensive experience includes managing cross-functional teams, spearheading business transformations, and forging critical partnerships that foster growth. In addition to his corporate roles, Kenney's insights into market trends position him as a notable figure for investors seeking strategic guidance within dynamic environments. His contributions resonate across both public and private enterprises looking to scale innovatively.
Investment Philosophy & Strategy
Growth opportunities within the technology landscape attract attention in Brian Kenney's investment approach. His executive experience allows him to identify compelling market shifts, often capitalizing on innovative solutions that can redefine industry standards. Leveraging his extensive background, he emphasizes the importance of operational efficiencies while seeking out ventures poised for rapid expansion. This strategic perspective not only fosters alignment with emerging trends but also enhances competitive positioning across portfolios. By focusing on transformative business models and collaborative partnerships, there is a deliberate effort to ensure sustainable value creation over time.
Growth opportunities within the technology landscape attract attention in Brian Kenney's investment approach. His executive experience allows him to identify compelling market shifts, often capitalizing on innovative solutions that can redefine industry standards. Leveraging his extensive background, he emphasizes the importance of operational efficiencies while seeking out ventures poised for rapid expansion. This strategic perspective not only fosters alignment with emerging trends but also enhances competitive positioning across portfolios. By focusing on transformative business models and collaborative partnerships, there is a deliberate effort to ensure sustainable value creation over time.
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:
15.91%
Gain +0.02%
Monthly
0.04%
Yearly
0.54%
Drawdown
21.87%
$2.53B
Equity
Holdings
$2.53B
Investment
$2.27B
$255.01M
Profit +$371,337.42
Realized
-$6.86M
Unrealized
$261.87M
Dividends
$20.48M
Goals
Avg. 90.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$371,337.42
Win %
77%
This Week
Compared To Last Week
Gain
0.02%
Profit
$371,337.42
Win %
77%
This Month
Compared to last month
Gain
-6.35%
Profit
-$171.6M
Win %
77%
This Year
Compared to last year
Gain
4.03%
Profit
$105.82M
Win %
77%
TER Teradyne, Inc.
+5.72%
+$16,589.82 
CTRN Citi Trends Inc.
+5.57%
+$26,700 
AMD Advanced Micro Devices, Inc.
+4.73%
+$368,555.92 
FSM Fortuna Mining Corp
+3.72%
+$4,800 
GAU Galiano Gold Inc.
+3.43%
+$1,855 
CAVA Cava Group Inc.
+3.1%
+$48,566.5 
AGX Argan Inc.
+2.89%
+$22,669.19 
TLYS Tilly's Inc.
+2.64%
+$5,600 
TPL Texas Pacific Land Corporation
+2.53%
+$8,424.01 
T AT&T Inc.
+2.52%
+$5,150.98 
VZ Verizon Communications Inc.
+2.49%
+$5,032.17 
JPM JPMorgan Chase & Co.
+2.31%
+$7,172.17 
CMCSA Comcast Corp
+2.21%
+$11,449.59 
DNN Denison Mines Corp.
+2%
+$900 
TSLA Tesla, Inc.
+1.82%
+$10,192 
SOXX iShares Semiconductor ETF
+1.59%
+$21,389.42 
POWL Powell Industries Inc.
+1.46%
+$71,718.75 
XLF Financial Select Sector SPDR Fund
+1.37%
+$8,850.24 
VLO Valero Energy Corporation
+1.2%
+$99,388.18 
VST Vistra Corp
+1.12%
+$6,343.54 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$16,659.92 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$10,739.06 
FXI iShares China Large-Cap ETF
+1.09%
+$4,604.08 
JNJ Johnson & Johnson
+1.07%
+$2,565.4 
AVS Dx Daily Avgo Bear 1X Shares
+1.02%
+$877.68 
VO Vanguard Mid-Cap ETF
+0.97%
+$22,480.83 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$68,086.93 
XMMO Invesco S&P MidCap Momentum ETF
+0.96%
+$5,691.03 
ALL Allstate Corporation
+0.94%
+$7,144.05 
VTV Vanguard Value ETF
+0.94%
+$3,101.42 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$19,155.7 
NBBK NB Bancorp Inc.
+0.88%
+$2,104.74 
IWM iShares Russell 2000 ETF
+0.87%
+$10,147.34 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$47,747.4 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.84%
+$2,038.92 
EWZ iShares MSCI Brazil ETF
+0.83%
+$8,651.8 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$5,265 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$9,458.38 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
+0.8%
+$437.82 
XBI SPDR S&P Biotech ETF
+0.79%
+$2,609.2 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$13,484.31 
CVX Chevron Corporation
+0.75%
+$1,601.59 
XLE Energy Select Sector SPDR Fund
+0.75%
+$12,711.23 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$55,899.82 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,020.64 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$19,152.88 
EPP iShares MSCI Pacific ex Japan ETF
+0.66%
+$6,767.28 
EPI WisdomTree India Earnings Fund
+0.65%
+$5,418.36 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$22,592.35 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$41,301.43 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$5,358.06 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$7,641.8 
IVV iShares Core S&P 500 ETF
+0.55%
+$2,388.57 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$1.92M 
GOOGL Alphabet Inc
+0.53%
+$482,334.21 
NET Cloudflare Inc.
+0.46%
+$7,781.28 
GOOG Alphabet Inc
+0.45%
+$1,787.2 
TDOC Teladoc Health Inc.
+0.41%
+$307.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$7,702.8 
BBEU JPMorgan BetaBuilders Europe Fund
+0.29%
+$5,471.47 
XOM Exxon Mobil Corporation
+0.28%
+$4,141.25 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$3,587.4 
ADP Automatic Data Processing Inc.
+0.2%
+$654.73 
VGK Vanguard FTSE Europe ETF
+0.18%
+$2,418.56 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$550.25 
NVDA NVIDIA Corporation
+0.16%
+$233,940.48 
BINC iShares Flexible Income Active ETF
+0.13%
+$5,289.69 
MSFT Microsoft Corp.
+0.1%
+$366.39 
VGMS Vanguard Multi-Sector Fund
+0.08%
+$757.32 
GLD SPDR Gold Shares
+0.06%
+$2,886.62 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$3,885.64 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$5,115.58 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$77.92 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$62.48 
IQ Iqiyi Inc.
0%
$0 
COCH Envoy Medical, Inc.
-4.56%
-$360 
AAPL Apple Inc.
-1.52%
-$20.89M 
AMZN Amazon.com Inc
-1.23%
-$5.38M 
BA Boeing Company
-1.16%
-$4,527.89 
UBER Uber Technologies, Inc.
-1.01%
-$3,153.5 
RWM ProShares Short Russell2000
-0.94%
-$7,889.57 
PSQ ProShares Short QQQ
-0.65%
-$11,059.35 
SH ProShares Short S&P500
-0.5%
-$6,396.76 
EDV Vanguard Extended Duration Treasury ETF
-0.39%
-$850 
KWEB KraneShares CSI China Internet ETF
-0.3%
-$1,675.92 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$18,296.25 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$1,165.78 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.06%
-$350 
IBIT iShares Bitcoin Trust
-0.03%
-$130.45 
MUB iShares National Muni Bond ETF
-0.01%
-$79.55 Events
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Dividends
Dividend Analysis
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| Trades 1163 | Longs Won 634/1163 54% | Profit Factor 12.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.18M |
| Average Win $437,838.83 | Best Trade (Jun 14) $89.34M | Sharpe Ratio -6.66 |
| Average Loss -$42,679.75 | Worst Trade (Dec 30) -$1.37M | Z-Score -4.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $219,271.05 |
| 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 | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
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Returns
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