KM
Keith Mahan Portfolio
Invests via StoneCrest Wealth Management, Inc. | Managed by Keith C. Mahan, Brian D. Wiscombe
Invests via StoneCrest Wealth Management, Inc.
Managed by Keith C. Mahan, Brian D. Wiscombe
Automatically Tracked
Keith Mahan Profile
Seasoned operating executive and investor with deep experience leading growth, restructuring, and capital-allocation initiatives across industrials and business services. Keith Mahan blends COO-level operational leadership with private-equity-style value creation, driving EBITDA improvement, margin expansion and strategic M&A. Regular board participant and deal advisor, focuses on carve-outs, operational turnarounds and scalable commercial model upgrades to prepare assets for exit or IPO.
Seasoned operating executive and investor with deep experience leading growth, restructuring, and capital-allocation initiatives across industrials and business services. Keith Mahan blends COO-level operational leadership with private-equity-style value creation, driving EBITDA improvement, margin expansion and strategic M&A. Regular board participant and deal advisor, focuses on carve-outs, operational turnarounds and scalable commercial model upgrades to prepare assets for exit or IPO.
Investment Philosophy & Strategy
Combines hands-on operational leadership with private‑equity-style capital allocation to drive value in industrials and business services. Prefers control or lead investments in carve‑outs, turnarounds and growth carve‑ins where operational fixes, margin expansion and commercial scaling deliver EBITDA improvement. Uses a 2–5 year value‑creation horizon focused on rigorous cost discipline, targeted capex, sales productivity and bolt‑on M&A to accelerate exits or IPOs. Underwrites with conservative leverage, active board engagement, clear milestone gating and exit‑oriented metrics to balance upside capture with downside protection.
Combines hands-on operational leadership with private‑equity-style capital allocation to drive value in industrials and business services. Prefers control or lead investments in carve‑outs, turnarounds and growth carve‑ins where operational fixes, margin expansion and commercial scaling deliver EBITDA improvement. Uses a 2–5 year value‑creation horizon focused on rigorous cost discipline, targeted capex, sales productivity and bolt‑on M&A to accelerate exits or IPOs. Underwrites with conservative leverage, active board engagement, clear milestone gating and exit‑oriented metrics to balance upside capture with downside protection.
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:
93.9%
Gain -1.86%
Monthly
2.09%
Yearly
28.16%
Drawdown
24.57%
$297.87M
Equity
Holdings
$297.87M
Investment
$224.02M
$94.48M
Profit -$3.81M
Realized
$20.63M
Unrealized
$73.85M
Dividends
$7.74M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.86%
Profit
-$3.81M
Win %
76%
This Week
Compared To Last Week
Gain
-0.5%
Profit
-$1.5M
Win %
76%
This Month
Compared to last month
Gain
-1.26%
Profit
-$3.81M
Win %
76%
This Year
Compared to last year
Gain
-4.48%
Profit
-$13.95M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$1.08M 
GOOG Alphabet Inc
+6.88%
+$83,679.71 
GOOGL Alphabet Inc
+6.73%
+$543,729.06 
VRT Vertiv Holdings Co
+6.18%
+$113,263.58 
COHR Coherent Corp.
+5.55%
+$63,479.76 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$6,739.37 
META Meta Platforms Inc Class A
+3.28%
+$158,819.36 
MSFT Microsoft Corp.
+3.02%
+$196,904.2 
LITE Lumentum Holdings Inc.
+2.99%
+$8,445.6 
NVDA NVIDIA Corporation
+2.93%
+$368,489.59 
MRVL Marvell Technology, Inc.
+2.32%
+$42,587.22 
GLW Corning Incorporated
+2.24%
+$6,323.61 
TQQQ ProShares UltraPro QQQ
+2.08%
+$13,473.24 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$144,756.8 
ORCL Oracle Corporation
+1.81%
+$57,050.07 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$49,644.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$55,952.64 
FWD AB Disruptors ETF
+1.2%
+$72,638.99 
VUG Vanguard Growth ETF
+1.1%
+$4,204.53 
NBIS Nebius Group N.V.
+1.05%
+$21,003.95 
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$91,028.52 
PWB Invesco Large Cap Growth ETF
+0.86%
+$70,123.3 
NIO Nio Inc.
+0.83%
+$743.08 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,005.02 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$134,868.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$15,953.92 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$37,221.94 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$69,215.26 
PLTR Palantir Technologies Inc.
+0.65%
+$4,818.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,777.88 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$31,891.66 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$36,317.3 
AIPO Defiance AI & Power Infrastructure ETF
+0.63%
+$30,928.14 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$34,811.58 
AVGO Broadcom Inc.
+0.37%
+$16,319.52 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$34,209.09 
SMH VanEck Semiconductor ETF
+0.3%
+$24,241.51 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$41,695.36 
JPM JPMorgan Chase & Co.
+0.27%
+$809.34 
RDVI FT Vest Rising Dividend Achievers Fund
+0.17%
+$9,013.85 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$13,465.08 
WMT Walmart Inc.
+0.09%
+$183.4 
SOXX iShares Semiconductor ETF
+0.07%
+$626.06 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$5,936.46 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$267.07 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$29.54 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
AAPL Apple Inc.
-7.35%
-$66,743.44 
MU Micron Technology, Inc.
-5.9%
-$536,073.68 
OKLO Oklo Inc.
-5.5%
-$23,189.86 
SNDK SanDisk Corporation
-5.09%
-$16,217.37 
DRAM Roundhill Memory ETF
-3.76%
-$197,656.01 
GERN Geron Corporation
-3.73%
-$1,250 
SRRK Scholar Rock Holding Corporation
-3.46%
-$133,532.1 
ARGX argenx SE American Depositary Receipt
-2.15%
-$13,676.05 
AMD Advanced Micro Devices, Inc.
-1.9%
-$10,542.86 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$59,097.78 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$30,737.52 
BE Bloom Energy Corporation
-0.63%
-$12,851.1 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$23,412.57 
LLY Eli Lilly and Company
-0.53%
-$32,801.63 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,690.31 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$2,341.56 
COST Costco Wholesale Corporation
-0.24%
-$722.75 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$480.69 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$7,594.85 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
-0.07%
-$1,343 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.06%
-$6,028.59 
V Visa Inc. Class A
-0.04%
-$124.59 Events
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Dividends
Dividend Analysis
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| Trades 658 | Longs Won 484/658 73% | Profit Factor 9.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $688,024.61 |
| Average Win $219,003.2 | Best Trade (Aug 13) $10.64M | Sharpe Ratio -9.42 |
| Average Loss -$66,218.1 | Worst Trade (Aug 02) -$2.36M | Z-Score 5.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $143,579.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,505 | 4,054 | 3,604 | 3,153 | 2,703 | 2,252 | 1,802 | 1,351 | 901 | 450 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,722 | $524,066.67 | $840,853.02 | - | $316,786.35 | 60.45% | -7.354% |
| AIPO Defiance AI & Power Infrastructure ETF | 171,823 | $5.74M | $4.92M | - | -$821,313.51 | -14.31% | +0.633% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 584 | $108,783.05 | $181,758.33 | - | $72,975.28 | 67.08% | +3.851% |
| AMD Advanced Micro Devices, Inc. | 1,141 | $244,356.64 | $543,287.14 | - | $298,930.5 | 122.33% | -1.904% |
| AMZN Amazon.com Inc | 29,818 | $4.83M | $8.1M | - | $3.27M | 67.69% | +15.321% |
| ARGX argenx SE American Depositary Receipt | 729 | $277,506.09 | $622,434.79 | - | $344,928.7 | 124.3% | -2.15% |
| AVGO Broadcom Inc. | 11,333 | $3.81M | $4.41M | - | $599,781.7 | 15.73% | +0.371% |
| BAI iShares A.I. Innovation and Tech Active ETF | 139,683 | $3.33M | $5.77M | - | $2.45M | 73.48% | +0.633% |
| BE Bloom Energy Corporation | 9,810 | $1.01M | $2.02M | - | $1.01M | 100.34% | -0.632% |
| BKDV BNY Mellon Dynamic Value ETF | 293,642 | $7.81M | $9.99M | - | $2.18M | 27.94% | +0.92% |
| CGMM Capital Group U.S. Small and Mid Cap ETF | 139,716 | $3.8M | $4.46M | - | $665,412.01 | 17.53% | -0.684% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 79,976 | $4.52M | $7.34M | - | $2.82M | 62.43% | +2.011% |
| COHR Coherent Corp. | 4,590 | $1.62M | $1.21M | - | -$416,126.99 | -25.64% | +5.553% |
| COST Costco Wholesale Corporation | 317 | $222,019.69 | $301,749.13 | - | $79,729.44 | 35.91% | -0.239% |
| DRAM Roundhill Memory ETF | 100,333 | $7.41M | $5.05M | - | -$2.36M | -31.79% | -3.764% |
| FPEI First Trust Institutional Preferred Securities and Income ETF | 103,531 | $2.01M | $1.98M | - | -$32,094.25 | -1.6% | 0.0 |
| FWD AB Disruptors ETF | 48,751 | $4.48M | $6.11M | - | $1.63M | 36.48% | +1.203% |
| GERN Geron Corporation | 25,000 | $35,250 | $32,250 | - | -$3,000 | -8.51% | -3.731% |
| GLW Corning Incorporated | 2,087 | $533,082 | $288,527.75 | - | -$244,554.25 | -45.88% | +2.241% |
| GOOG Alphabet Inc | 3,643 | $535,362.71 | $1.3M | - | $763,913.2 | 142.69% | +6.884% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Keith Mahan?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.5M, VanEck Semiconductor ETF - $3.45M, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $2.75M, JPMorgan Nasdaq Equity Premium Income ETF - $1.38M, and Direxion Daily Semiconductor Bull 3X Shares - $1.26M. 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: iShares Expanded Tech-Software Sector ETF - $971,271.01, Prudential Jennison Better Future Fund - $486,649.23, WisdomTree Cloud Computing Fund - $267,160.12, IonQ, Inc - $201,007.31, and AppLovin Corporation Class A Common Stock - $200,539.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Keith Mahan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.74M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $870,901.01, Global X S&P 500 Covered Call ETF - $644,679.13, Neos NASDAQ-100 High Income ETF - $642,628.47, NEOS S&P 500 High Income ETF - $594,484.14, and JPMorgan Equity Premium Income Fund - $578,127.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Keith Mahan's monthly returns?
Keith Mahan'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 Keith Mahan's strategy be considered aggressive or moderate?
Keith Mahan'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 Keith Mahan's strategy?
Keith Mahan'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.
