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

Tracking: 0 Updated: Jun 12 at 08:03 PM

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.

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.

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:

34.95%

Gain +1.56%

Monthly

0.51%

Yearly

6.25%

Drawdown

13.56%

$351.91M

Equity

Holdings

$351.91M

Investment

$257.05M

$99.04M

Profit +$6.31M

Realized

$4.18M

Unrealized

$94.86M

Dividends

$18.82M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.56%

Profit

$6.31M

Win %

71%

This Week

Compared To Last Week

Gain

1.31%

Profit

$4.54M

Win %

71%

This Month

Compared to last month

Gain

0.68%

Profit

$2.38M

Win %

71%

This Year

Compared to last year

Gain

Profit

$23.8M

Win %

71%

Gainers
Losers

STX Seagate Technology Holdings plc

+7.21%

+$85,019

TER Teradyne, Inc.

+5.73%

+$25,806.61

QCOM QUALCOMM Incorporated

+4.28%

+$43,625.63

TH Target Hospitality Corp.

+4.13%

+$106,993.18

PWR Quanta Services Inc.

+3.57%

+$12,401.8

RING iShares MSCI Global Gold Miners ETF

+3.21%

+$15,651.36

GDXJ VanEck Junior Gold Miners ETF

+3.19%

+$23,747.49

GDX VanEck Gold Miners ETF

+2.98%

+$19,005.44

RL Ralph Lauren Corporation

+2.71%

+$13,014.31

NEM Newmont Corporation

+2.69%

+$11,858.67

CF CF Industries Holdings, Inc.

+2.69%

+$5,108.6

NDAQ Nasdaq, Inc.

+2.59%

+$24,950.25

UAL United Airlines Holdings, Inc.

+2.59%

+$7,723.4

TPL Texas Pacific Land Corporation

+2.55%

+$6,287.05

JPM JPMorgan Chase & Co.

+2.3%

+$5,227.29

HCA HCA Healthcare Inc.

+2.3%

+$3,741

TSLA Tesla, Inc.

+1.88%

+$5,763.85

PRU Prudential Financial, Inc.

+1.87%

+$5,633.69

MLI Mueller Industries Inc.

+1.85%

+$24,336.86

PKG Packaging Corporation of America

+1.77%

+$7,352.46

LYB LyondellBasell Industries N.V.

+1.7%

+$6,747.84

GLW Corning Incorporated

+1.59%

+$10,588.08

CAT Caterpillar Inc.

+1.48%

+$14,119.2

COP ConocoPhillips

+1.39%

+$9,239.99

MCO Moody's Corporation

+1.38%

+$10,243.36

SPGI S&P Global Inc.

+1.37%

+$12,138.16

TXN Texas Instruments Inc

+1.36%

+$5,385.03

XOP SPDR S&P Oil & Gas Exploration & Production ETF

+1.22%

+$3,712

CAH Cardinal Health Inc.

+1.21%

+$4,293.36

VLO Valero Energy Corporation

+1.2%

+$12,083.48

LRCX Lam Research Corporation

+1.19%

+$23,052.97

STEL Stellar Bancorp Inc.

+1.17%

+$5,728.05

ITW Illinois Tool Works Inc.

+1.17%

+$12,292.5

AFL Aflac Inc.

+1.16%

+$3,461.4

CBRE CBRE Group Inc.

+1.1%

+$2,227.2

ICE Intercontinental Exchange, Inc.

+1.09%

+$8,184.03

AZO AutoZone Inc.

+1.08%

+$7,047.37

V Visa Inc. Class A

+1.05%

+$10,644.62

IJR iShares Core S&P Small-Cap ETF

+1%

+$62,791.42

DFAT Dimensional US Targeted Value ETF

+0.99%

+$133,406.49

VRSK Verisk Analytics Inc.

+0.94%

+$4,948.74

AIZ Assurant Inc.

+0.87%

+$3,080.38

DFAR Dimensional US Real Estate ETF

+0.87%

+$78,004.27

MUR Murphy Oil Corporation

+0.86%

+$1,766.16

PG Procter & Gamble Co

+0.85%

+$3,402.3

MKL Markel Group Inc.

+0.84%

+$6,884.15

GE General Electric Company

+0.81%

+$2,265.29

MSCI MSCI Inc.

+0.79%

+$5,325.1

PSX Phillips 66

+0.79%

+$2,375.78

VWO Vanguard FTSE Emerging Markets ETF

+0.78%

+$135,882.29

CVX Chevron Corporation

+0.75%

+$7,223.95

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$64,165.21

HD The Home Depot, Inc.

+0.73%

+$5,465.91

SNA Snap-on Inc.

+0.72%

+$3,589.91

ROP Roper Technologies Inc.

+0.7%

+$3,563.84

MA Mastercard Incorporated

+0.7%

+$5,003.63

BRK-B Berkshire Hathaway Inc.

+0.69%

+$6,274.57

EMR Emerson Electric Co.

+0.66%

+$2,482.55

CMI Cummins Inc.

+0.59%

+$2,596.77

IVV iShares Core S&P 500 ETF

+0.58%

+$397,514.61

VOO Vanguard S&P 500 ETF

+0.58%

+$420,468.91

GOOGL Alphabet Inc

+0.56%

+$10,666.05

HON Honeywell International Inc.

+0.55%

+$1,337.05

IWB iShares Russell 1000 ETF

+0.55%

+$10,527.24

IDXX IDEXX Laboratories, Inc.

+0.51%

+$3,155.48

SCHX Schwab U.S. Large-Cap ETF

+0.48%

+$2,890.86

MSI Motorola Solutions, Inc.

+0.47%

+$1,747.93

ROST Ross Stores, Inc.

+0.41%

+$962.24

PSA Public Storage Common Stock

+0.35%

+$1,723.86

GD General Dynamics Corporation

+0.35%

+$1,154.95

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$65,324.75

AMGN Amgen Inc.

+0.34%

+$1,501.82

XOM Exxon Mobil Corporation

+0.29%

+$993.2

NVDA NVIDIA Corporation

+0.18%

+$1,582.49

HAS Hasbro Inc.

+0.15%

+$697.19

PH Parker-Hannifin Corporation

+0.12%

+$742.5

PYLD PIMCO Multisector Bond Active ETF

+0.11%

+$35,744.19

EGY Vaalco Energy Inc.

+0.09%

+$54.83

IBDR iShares iBonds Dec 2026 Term Corporate ETF

+0.06%

+$1,330.61

VRSN Verisign Inc.

+0.06%

+$603.29

GLD SPDR Gold Shares

+0.06%

+$330.73

EOG EOG Resources, Inc.

+0.05%

+$251.49

JPST JPMorgan Ultra-Short Income ETF

+0.03%

+$3,804.22

IBTG iShares iBonds Dec 2026 Term Treasury ETF

+0.02%

+$469.47

CTRA Coterra Energy Inc.

LYV

KLAC KLA Corporation

-89.44%

-$40.12M

ADSK Autodesk, Inc.

-3.49%

-$17,588.03

NVR NVR, Inc.

-1.6%

-$9,441.25

LMT Lockheed Martin Corporation

-1.54%

-$6,802.24

AAPL Apple Inc.

-1.52%

-$18,283.5

LHX L3Harris Technologies, Inc.

-1.39%

-$4,202.11

NFLX Netflix, Inc.

-1.14%

-$8,533.68

AVGO Broadcom Inc.

-0.94%

-$8,242.76

EBAY eBay Inc.

-0.92%

-$2,601.76

NVS Novartis AG Sponsored ADR

-0.57%

-$1,722.16

UPS United Parcel Service, Inc.

-0.52%

-$1,891.62

CBOE Cboe Global Markets Inc.

-0.37%

-$824.72

MCK McKesson Corporation

-0.36%

-$716.8

DGX Quest Diagnostics Inc.

-0.35%

-$3,350.49

F-PD Ford Motor Company 6.500% Notes

-0.23%

-$564.15

GILD Gilead Sciences Inc.

-0.21%

-$945.36

GRMN Garmin Ltd.

-0.18%

-$657.72

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

-0.04%

-$4,007.88

BOND PIMCO Active Bond Exchange-Traded Fund

-0.03%

-$5,770.11

Events

Dividends

Dividend Analysis

No Data

Trades 994	Longs Won 615/994 61%	Profit Factor 17.41
Profitability	Shorts Won 0/0 0%	Standard Deviation $776,655.08
Average Win $170,860.32	Best Trade (Jun 12) $16.49M	Sharpe Ratio -8.04
Average Loss -$15,929.12	Worst Trade (Sep 29) -$940,152.39	Z-Score 5.75 (100%)
Commissions $0	Avg. Trade Length 1y 3m 3w 2d	Expectancy $99,639.8

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	22,222	20,000	17,778	15,556	13,333	11,111	8,889	6,667	4,444	2,222