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:
18.58%
Gain
Monthly
0.56%
Yearly
6.94%
Drawdown
44.15%
$295.5M
Equity
Holdings
$295.5M
Investment
$224.02M
$92.25M
Profit -$3.77M
Realized
$20.78M
Unrealized
$71.47M
Dividends
$7.5M
Goals
Avg. 37% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.77M
Win %
76%
This Week
Compared To Last Week
Gain
-2.63%
Profit
-$7.98M
Win %
76%
This Month
Compared to last month
Gain
-5.29%
Profit
-$16.49M
Win %
76%
This Year
Compared to last year
Gain
-5.29%
Profit
-$16.48M
Win %
77%
COST Costco Wholesale Corporation
+2.45%
+$7,107.14 
WMT Walmart Inc.
+2.38%
+$4,915.12 
V Visa Inc. Class A
+1.77%
+$5,580.3 
MSFT Microsoft Corp.
+1.51%
+$86,163.86 
AAPL Apple Inc.
+1.32%
+$11,759.04 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.26%
+$11,461.32 
LLY Eli Lilly and Company
+1.16%
+$71,542.87 
PVAL Putnam Focused Large Cap Value ETF
+0.63%
+$64,311.65 
AMZN Amazon.com Inc
+0.57%
+$43,236.1 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.42%
+$40,190.6 
RDVI FT Vest Rising Dividend Achievers Fund
+0.22%
+$11,718 
RDVY First Trust Rising Dividend Achievers ETF
+0.2%
+$18,874.24 
BKDV BNY Mellon Dynamic Value ETF
+0.17%
+$16,150.31 
MLPI NEOS MLP & Energy Infrastructure High Income ETF
+0.14%
+$2,686 
GOOG Alphabet Inc
+0.06%
+$819.67 
GOOGL Alphabet Inc
+0.06%
+$5,221.93 
JSI Janus Henderson Securitized Income ETF
+0.04%
+$1,614.66 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$633.5 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$149.15 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$59.08 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$166.4 
GERN Geron Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-14.53%
-$100,017.42 
BE Bloom Energy Corporation
-12.59%
-$295,673.3 
SNDK SanDisk Corporation
-10.9%
-$43,824 
GLW Corning Incorporated
-10.35%
-$37,680.79 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-9.75%
-$19,955.28 
OKLO Oklo Inc.
-9.39%
-$44,019.69 
MRVL Marvell Technology, Inc.
-8.83%
-$182,095.36 
DRAM Roundhill Memory ETF
-8.82%
-$508,186.65 
COHR Coherent Corp.
-7.24%
-$99,511.15 
LITE Lumentum Holdings Inc.
-7.17%
-$21,983 
MU Micron Technology, Inc.
-6.1%
-$572,518.62 
AMD Advanced Micro Devices, Inc.
-5.79%
-$34,960.24 
BAI iShares A.I. Innovation and Tech Active ETF
-4.92%
-$312,191.51 
SRRK Scholar Rock Holding Corporation
-4.85%
-$206,403.6 
SOXX iShares Semiconductor ETF
-4.65%
-$44,900.98 
ORCL Oracle Corporation
-4.53%
-$148,182 
IGPT Invesco AI and Next Gen Software ETF
-4.38%
-$281,905.54 
AIPO Defiance AI & Power Infrastructure ETF
-4.23%
-$221,651.67 
NLR VanEck Uranium and Nuclear ETF
-4.19%
-$176,907.08 
AVGO Broadcom Inc.
-4.18%
-$186,824.51 
TQQQ ProShares UltraPro QQQ
-4.16%
-$31,641.7 
VRT Vertiv Holdings Co
-3.92%
-$96,076.67 
SMH VanEck Semiconductor ETF
-3.79%
-$333,430.24 
FWD AB Disruptors ETF
-3.34%
-$218,160.73 
SPMO Invesco S&P 500 Momentum ETF
-2.93%
-$447,461.38 
NVDA NVIDIA Corporation
-2.58%
-$353,388.18 
XLK State Street Technology Select Sector SPDR ETF
-2.35%
-$5,388.89 
PWB Invesco Large Cap Growth ETF
-2.1%
-$180,702.35 
META Meta Platforms Inc Class A
-1.85%
-$113,410.37 
IDMO Invesco S&P International Developed Momentum ETF
-1.47%
-$198,609.93 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$284,336.8 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$19,493.22 
QQQI Neos NASDAQ-100 High Income ETF
-1.33%
-$77,028.53 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.21%
-$89,973 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$42,063.71 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$46,918.62 
VUG Vanguard Growth ETF
-0.93%
-$3,684.61 
NIO Nio Inc.
-0.6%
-$557.31 
ARGX argenx SE American Depositary Receipt
-0.44%
-$2,748.33 
PLTR Palantir Technologies Inc.
-0.36%
-$2,875.98 
IVV iShares Core S&P 500 ETF
-0.34%
-$7,997.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$34,607.63 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$1,845 
JPM JPMorgan Chase & Co.
-0.32%
-$947.09 
SPYI NEOS S&P 500 High Income ETF
-0.26%
-$13,131.86 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.23%
-$10,478.7 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$5,316.4 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.05%
-$1,035.31 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.05%
-$667.67 Events
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Dividends
Dividend Analysis
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| Trades 658 | Longs Won 481/658 73% | Profit Factor 9.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $671,318.08 |
| Average Win $215,215.5 | Best Trade (Jul 16) $9.6M | Sharpe Ratio -8.71 |
| Average Loss -$63,656.92 | Worst Trade (Jul 16) -$2.16M | Z-Score 5.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4d | Expectancy $140,199.66 |
| 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 | 4,651 | 4,186 | 3,721 | 3,256 | 2,791 | 2,326 | 1,860 | 1,395 | 930 | 465 |
Hover over the desired column for a detailed explanation.
Returns
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