HP
Hannah Perry Portfolio
Invests via Crestmont Private Wealth LLC | Managed by Samuel Sean McGee, Hannah Vinyard Perry
Invests via Crestmont Private Wealth LLC
Managed by Samuel Sean McGee, Hannah Vinyard Perry
Automatically Tracked
Hannah Perry Profile
Hannah Perry has established herself as a dynamic force in the entrepreneurial landscape, noted for her innovative ventures within the technology sector. With a robust track record of launching successful startups, she adeptly navigates market trends and consumer behavior to develop products that resonate with users. Her leadership extends beyond business creation; she actively participates in mentoring emerging entrepreneurs and fostering growth-oriented ecosystems. Drawing from her academic foundation in computer science and years of hands-on experience, she cultivates an environment ripe for collaboration and creativity. Hannah's influence on the tech community underscores her commitment to driving sustainable innovation while enhancing investment opportunities across diverse markets.
Hannah Perry has established herself as a dynamic force in the entrepreneurial landscape, noted for her innovative ventures within the technology sector. With a robust track record of launching successful startups, she adeptly navigates market trends and consumer behavior to develop products that resonate with users. Her leadership extends beyond business creation; she actively participates in mentoring emerging entrepreneurs and fostering growth-oriented ecosystems. Drawing from her academic foundation in computer science and years of hands-on experience, she cultivates an environment ripe for collaboration and creativity. Hannah's influence on the tech community underscores her commitment to driving sustainable innovation while enhancing investment opportunities across diverse markets.
Investment Philosophy & Strategy
Innovation drives Hannah Perry's strategic approach to investing. Her extensive background in technology entrepreneurship positions her as a savvy decision-maker focused on fostering disruptive ideas that challenge the status quo. By leveraging insights gained from her hands-on experiences, she identifies emerging trends and engages with startups poised for exponential growth. Collaborative environments formed under her guidance further amplify the potential of nascent businesses, establishing an ecosystem where innovation thrives. An advocate for sustainable practices, she ensures that investments contribute positively to market evolution while maintaining robust returns.
Innovation drives Hannah Perry's strategic approach to investing. Her extensive background in technology entrepreneurship positions her as a savvy decision-maker focused on fostering disruptive ideas that challenge the status quo. By leveraging insights gained from her hands-on experiences, she identifies emerging trends and engages with startups poised for exponential growth. Collaborative environments formed under her guidance further amplify the potential of nascent businesses, establishing an ecosystem where innovation thrives. An advocate for sustainable practices, she ensures that investments contribute positively to market evolution while maintaining robust returns.
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:
120.83%
Gain +0.86%
Monthly
1.14%
Yearly
14.63%
Drawdown
22.73%
$354.72M
Equity
Holdings
$354.72M
Investment
$272.81M
$94.33M
Profit +$1.58M
Realized
$12.43M
Unrealized
$81.9M
Dividends
$21.68M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$1.58M
Win %
76%
This Week
Compared To Last Week
Gain
0.45%
Profit
$1.58M
Win %
76%
This Month
Compared to last month
Gain
0.57%
Profit
$1.99M
Win %
76%
This Year
Compared to last year
Gain
-0.57%
Profit
-$2.03M
Win %
75%
TSLA Tesla, Inc.
+6.07%
+$16,648.83 
STX Seagate Technology Holdings plc
+4.03%
+$8,483.6 
LMT Lockheed Martin Corporation
+3.5%
+$17,486.42 
TH Target Hospitality Corp.
+3.19%
+$64,489.04 
LRCX Lam Research Corp.
+3.11%
+$34,837.65 
KLAC KLA Corporation
+2.76%
+$4,542.6 
EME EMCOR Group, Inc.
+2.64%
+$19,812.83 
TXN Texas Instruments Inc.
+2.62%
+$10,385.77 
GLW Corning Incorporated
+2.61%
+$3,317.21 
UAL United Airlines Holdings, Inc.
+2.6%
+$6,403.22 
ROST Ross Stores Inc.
+2.39%
+$5,191.03 
VRSN VeriSign, Inc.
+2.32%
+$24,325.27 
AVGO Broadcom Inc.
+2.29%
+$14,081.06 
PH Parker-Hannifin Corporation
+2.24%
+$13,140.39 
LYB LyondellBasell Industries N.V.
+2.15%
+$9,595.3 
RL Ralph Lauren Corp. Class A Common Stock
+2.13%
+$10,050.01 
NVDA NVIDIA Corporation
+2.02%
+$17,725.3 
PSX Phillips 66
+1.99%
+$9,545.62 
TER Teradyne, Inc.
+1.75%
+$2,926.76 
NVS Novartis AG Sponsored ADR
+1.73%
+$5,732.56 
PKG Packaging Corporation of America
+1.57%
+$8,233.38 
GILD Gilead Sciences Inc.
+1.56%
+$9,173.25 
IDXX IDEXX Laboratories, Inc.
+1.43%
+$9,224 
VLO Valero Energy Corporation
+1.42%
+$17,498.56 
MLI Mueller Industries, Inc.
+1.39%
+$14,227.5 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+1.38%
+$5,178.24 
GD General Dynamics Corp.
+1.36%
+$4,436.51 
CMI Cummins Inc.
+1.31%
+$4,447.19 
LHX L3Harris Technologies, Inc.
+1.17%
+$2,959.15 
QCOM QUALCOMM Incorporated
+1.05%
+$12,769.6 
RING iShares MSCI Global Gold Miners ETF
+1.02%
+$5,144.66 
MET MetLife, Inc.
+1.01%
+$3,836 
MAR Marriott International, Inc. Class A Common Stock
+0.91%
+$1,973.81 
GE General Electric Company
+0.89%
+$2,045.09 
GDX VanEck Gold Miners ETF
+0.87%
+$5,621 
JPM JPMorgan Chase & Co.
+0.86%
+$1,881.89 
AIZ Assurant Inc.
+0.86%
+$3,501.4 
DGX Quest Diagnostics Incorporated
+0.83%
+$9,236 
CAH Cardinal Health, Inc.
+0.82%
+$3,300.7 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$69,998.46 
CAT Caterpillar Inc.
+0.8%
+$4,968.45 
AFL Aflac Incorporated
+0.8%
+$2,610.24 
IJR iShares Core S&P Small-Cap ETF
+0.74%
+$6,467.75 
GDXJ VanEck Junior Gold Miners ETF
+0.73%
+$5,233.37 
SNA Snap-on Incorporated
+0.68%
+$3,208.29 
PRU Prudential Financial, Inc.
+0.68%
+$3,099.72 
SCHX Schwab U.S. Large-Cap ETF
+0.67%
+$4,449.6 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$6,737.13 
MKL Markel Group Inc.
+0.66%
+$5,296.31 
IVV iShares Core S&P 500 ETF
+0.64%
+$442,140.55 
VOO Vanguard S&P 500 ETF
+0.62%
+$400,472.21 
KKR Korro Bio, Inc.
+0.61%
+$5,561.36 
DFAT Dimensional U.S. Targeted Value ETF
+0.61%
+$128,939.58 
IWB iShares Russell 1000 ETF
+0.58%
+$12,288.71 
VEA Vanguard FTSE Developed Markets ETF
+0.51%
+$122,479.26 
MSI Motorola Solutions, Inc.
+0.49%
+$2,144.39 
GLD SPDR Gold Shares
+0.48%
+$2,516.51 
F Ford Motor Co.
+0.47%
+$597.19 
FDX FedEx Corp.
+0.4%
+$4,034.4 
ROP Roper Technologies Inc.
+0.39%
+$2,994.66 
COP ConocoPhillips
+0.39%
+$2,118.74 
DFAR Dimensional US Real Estate ETF
+0.38%
+$37,126.95 
AMGN Amgen Inc. Common Stock
+0.37%
+$2,164.79 
MSCI MSCI Inc.
+0.33%
+$2,350.74 
XOM ExxonMobil Holdings Corporation
+0.33%
+$1,390.49 
MCO Moody's Corporation
+0.29%
+$2,332.14 
EMR Emerson Electric Co.
+0.27%
+$1,482.36 
ITW Illinois Tool Works Inc.
+0.26%
+$3,030.48 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.24%
+$25,487.88 
ABBV AbbVie Inc.
+0.2%
+$466.26 
DVN Devon Energy Corporation
+0.2%
+$684.1 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.17%
+$34,531.99 
NEM Newmont Corporation
+0.16%
+$766.53 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.12%
+$40,094.91 
AZO AutoZone, Inc.
+0.03%
+$208.74 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$4,181.35 
STEL Stellar Bancorp Inc.
+0.03%
+$101.45 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$531.11 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
NFLX Netflix Inc.
-3.98%
-$23,674.32 
NVR NVR Inc.
-2.94%
-$18,667.68 
MA Mastercard Inc. Class A Common Stock
-1.61%
-$17,733 
UNH UnitedHealth Group Inc.
-1.48%
-$3,060.33 
EBAY eBay Inc.
-1.43%
-$4,266.18 
ICE Intercontinental Exchange, Inc.
-1.4%
-$12,128.66 
RHI Robert Half Inc.
-1.23%
-$3,787.76 
EGY VAALCO Energy, Inc.
-1.22%
-$877.2 
AAPL Apple Inc.
-0.97%
-$13,617.67 
PSA Public Storage
-0.94%
-$4,708.53 
LYV Live Nation Entertainment, Inc.
-0.93%
-$2,175.11 
CVS CVS Health Corporation Common Stock
-0.88%
-$1,867.96 
TPL Texas Pacific Land Corporation
-0.81%
-$1,834.26 
HRL Hormel Foods Corporation
-0.71%
-$1,226.69 
PG The Procter & Gamble Company
-0.66%
-$2,984.93 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$107,338.15 
IBM International Business Machines Corporation
-0.62%
-$1,177.5 
HD The Home Depot, Inc.
-0.53%
-$3,901.87 
GRMN Garmin Ltd.
-0.5%
-$2,353.2 
CVX Chevron Corporation
-0.39%
-$4,747.25 
GOOGL Alphabet Inc
-0.38%
-$6,056 
HAS Hasbro Inc.
-0.35%
-$2,325.52 
PLD Prologis, Inc.
-0.33%
-$2,862.72 
FDXF FedEx Freight Holding Company, Inc.
-0.26%
-$473.95 
EOG EOG Resources, Inc.
-0.01%
-$39.38 
VRSK Verisk Analytics, Inc.
-0.01%
-$31.89 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1089 | Longs Won 719/1089 66% | Profit Factor 11.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $712,786.53 |
| Average Win $144,187.08 | Best Trade (Oct 15) $17.91M | Sharpe Ratio -10.93 |
| Average Loss -$25,235.76 | Worst Trade (Sep 29) -$940,152.39 | Z-Score 10.47 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 1d | Expectancy $86,623.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,017 | $791,732.01 | $1.38M | - | $591,481.77 | 74.71% | -0.975% |
| ABBV AbbVie Inc. | 818 | $208,025.58 | $234,119.78 | - | $26,094.2 | 12.54% | +0.2% |
| AFL Aflac Incorporated | 2,719 | $299,470.19 | $330,276.93 | - | $30,806.74 | 10.29% | +0.797% |
| AIZ Assurant Inc. | 1,435 | $336,813.43 | $412,117.65 | - | $75,304.22 | 22.36% | +0.857% |
| AMGN Amgen Inc. Common Stock | 1,320 | $419,387.9 | $581,988 | - | $162,600.1 | 38.77% | +0.373% |
| AVGO Broadcom Inc. | 1,908 | $329,879.44 | $627,846.48 | - | $297,967.04 | 90.33% | +2.294% |
| AZO AutoZone, Inc. | 213 | $643,930.12 | $681,970.62 | - | $38,040.5 | 5.91% | +0.031% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 222,787 | $20.54M | $19.75M | - | -$793,169.42 | -3.86% | +0.175% |
| BRK-B Berkshire Hathaway Inc. | 1,865 | $733,104.03 | $1.02M | - | $284,817.45 | 38.85% | +0.666% |
| CAH Cardinal Health, Inc. | 1,618 | $334,684.61 | $407,104.98 | - | $72,420.37 | 21.64% | +0.817% |
| CAT Caterpillar Inc. | 905 | $351,604.44 | $626,703.45 | - | $275,099.01 | 78.24% | +0.799% |
| CMI Cummins Inc. | 654 | $292,227.27 | $342,826.8 | - | $50,599.53 | 17.32% | +1.314% |
| COP ConocoPhillips | 3,653 | $393,558.52 | $552,991.14 | - | $159,432.62 | 40.51% | +0.385% |
| CVS CVS Health Corporation Common Stock | 2,278 | $235,659.1 | $211,056.7 | - | -$24,602.4 | -10.44% | -0.877% |
| CVX Chevron Corporation | 5,160 | $769,385.16 | $1.2M | - | $429,231.24 | 55.79% | -0.394% |
| DFAR Dimensional US Real Estate ETF | 390,810 | $9.1M | $9.85M | - | $755,053.28 | 8.3% | +0.378% |
| DFAT Dimensional U.S. Targeted Value ETF | 306,999 | $17.95M | $21.35M | - | $3.39M | 18.91% | +0.608% |
| DGX Quest Diagnostics Incorporated | 4,618 | $733,858.38 | $1.13M | - | $392,425.64 | 53.47% | +0.827% |
| DVN Devon Energy Corporation | 6,841 | $282,670.12 | $352,243.09 | - | $69,572.97 | 24.61% | +0.195% |
| EBAY eBay Inc. | 2,466 | $224,282.7 | $295,130.88 | - | $70,848.18 | 31.59% | -1.425% |
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FAQ
Which stocks have generated the highest profits for Hannah Perry?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $7.15M, iShares Core S&P 500 ETF - $6.21M, PIMCO Multisector Bond Active Exchange-Traded Fund - $3.39M, iShares Core S&P Small-Cap ETF - $2.65M, and Vanguard FTSE Developed Markets ETF - $2.01M. 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 Core MSCI EAFE ETF - $944,553.25, Stellar Bancorp Inc - $689,488.04, iShares Core MSCI Emerging Markets ETF - $636,157.96, Target Hospitality Corp - $230,721.6, and Adobe Inc - $197,151.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hannah Perry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.68M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.41M, PIMCO Multisector Bond Active Exchange-Traded Fund - $3.39M, Vanguard S&P 500 ETF - $2.79M, JPMorgan Ultra-Short Income ETF - $1.65M, and Vanguard FTSE Developed Markets ETF - $1.55M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hannah Perry's monthly returns?
Hannah Perry'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 Hannah Perry's strategy be considered aggressive or moderate?
Hannah Perry'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 Hannah Perry's strategy?
Hannah Perry'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.
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