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:
102.05%
Gain +1.39%
Monthly
1.21%
Yearly
15.56%
Drawdown
22.73%
$358.73M
Equity
Holdings
$358.73M
Investment
$272.81M
$98.34M
Profit +$2.41M
Realized
$12.43M
Unrealized
$85.92M
Dividends
$20.68M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.39%
Profit
$2.41M
Win %
71%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$3.67M
Win %
71%
This Month
Compared to last month
Gain
-0.7%
Profit
-$2.52M
Win %
71%
This Year
Compared to last year
Gain
0.55%
Profit
$1.98M
Win %
70%
EME EMCOR Group, Inc.
+4.13%
+$35,832.4 
IBM International Business Machines Corporation
+3.65%
+$6,397.5 
TXN Texas Instruments Inc
+3.64%
+$13,140.9 
UAL United Airlines Holdings, Inc.
+3.44%
+$9,221.14 
GRMN Garmin Ltd.
+3.26%
+$14,119.18 
QCOM QUALCOMM Incorporated
+3.13%
+$38,482.3 
FDXF FedEx Freight Holding Company Inc.
+2.9%
+$5,986.8 
TER Teradyne, Inc.
+2.46%
+$4,941.3 
EMR Emerson Electric Co.
+2.31%
+$11,555.67 
EBAY eBay Inc.
+2.28%
+$5,893.74 
ROST Ross Stores, Inc.
+2.22%
+$4,752.31 
NFLX Netflix, Inc.
+1.95%
+$13,418.44 
MAR Marriott International Inc. - Class A
+1.88%
+$3,441.64 
KLAC KLA Corporation
+1.88%
+$3,762.89 
GOOGL Alphabet Inc
+1.85%
+$30,730.65 
CAT Caterpillar Inc.
+1.82%
+$13,285.4 
AAPL Apple Inc.
+1.82%
+$23,860.94 
GLW Corning Incorporated
+1.78%
+$2,986.31 
HAS Hasbro Inc.
+1.7%
+$8,678.16 
MCO Moody's Corporation
+1.62%
+$12,504.24 
DGX Quest Diagnostics Inc.
+1.55%
+$16,578.62 
PH Parker-Hannifin Corporation
+1.54%
+$9,552.73 
VLO Valero Energy Corporation
+1.48%
+$16,793.92 
MSCI MSCI Inc.
+1.48%
+$9,379.81 
PG Procter & Gamble Co
+1.32%
+$5,322.24 
NVR NVR, Inc.
+1.31%
+$8,451.38 
PKG Packaging Corporation of America
+1.25%
+$6,153.8 
RHI Robert Half Inc.
+1.2%
+$3,016.8 
ITW Illinois Tool Works Inc.
+1.19%
+$13,258.39 
HD The Home Depot, Inc.
+1.17%
+$8,195.12 
PLD Prologis Inc.
+1.15%
+$10,564.8 
ICE Intercontinental Exchange, Inc.
+1.14%
+$9,510.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.11%
+$276,009.6 
MA Mastercard Incorporated
+1.07%
+$10,678.67 
VOO Vanguard S&P 500 ETF
+0.94%
+$603,010.81 
IVV iShares Core S&P 500 ETF
+0.94%
+$651,812.72 
IWB iShares Russell 1000 ETF
+0.94%
+$19,728.03 
MLI Mueller Industries Inc.
+0.93%
+$10,623.2 
ABBV AbbVie Inc.
+0.92%
+$1,922.3 
SCHX Schwab U.S. Large-Cap ETF
+0.92%
+$6,120.42 
VRSN Verisign Inc.
+0.9%
+$9,021.65 
RL Ralph Lauren Corporation
+0.86%
+$3,612.5 
TPL Texas Pacific Land Corporation
+0.84%
+$2,054.35 
CMI Cummins Inc.
+0.83%
+$3,001.86 
IJH iShares Core S&P Mid-Cap ETF
+0.83%
+$74,222.51 
MSI Motorola Solutions, Inc.
+0.78%
+$3,270.63 
RING iShares MSCI Global Gold Miners ETF
+0.78%
+$4,782.36 
GDXJ VanEck Junior Gold Miners ETF
+0.73%
+$6,523.79 
DFAR Dimensional US Real Estate ETF
+0.73%
+$72,299.85 
EGY Vaalco Energy Inc.
+0.72%
+$493.43 
TSLA Tesla, Inc.
+0.7%
+$1,871.98 
VWO Vanguard FTSE Emerging Markets ETF
+0.69%
+$125,479.82 
JPM JPMorgan Chase & Co.
+0.69%
+$1,605.52 
PSA Public Storage Common Stock
+0.68%
+$3,230.07 
GDX VanEck Gold Miners ETF
+0.67%
+$5,139.2 
GD General Dynamics Corporation
+0.66%
+$2,166.89 
AFL Aflac Inc.
+0.62%
+$1,930.49 
AIZ Assurant Inc.
+0.62%
+$2,482.55 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$5,363.5 
AVGO Broadcom Inc.
+0.58%
+$4,006.82 
TH Target Hospitality Corp.
+0.55%
+$15,389.43 
CVX Chevron Corporation
+0.53%
+$5,779.25 
DFAT Dimensional US Targeted Value ETF
+0.51%
+$108,984.65 
GLD SPDR Gold Shares
+0.5%
+$2,861.63 
BRK-B Berkshire Hathaway Inc.
+0.49%
+$4,625.2 
PSX Phillips 66
+0.46%
+$2,010.96 
VRSK Verisk Analytics Inc.
+0.4%
+$2,232.3 
KKR KKR & Co. Inc.
+0.38%
+$3,773.78 
LRCX Lam Research Corporation
+0.38%
+$5,453.23 
NEM Newmont Corporation
+0.33%
+$1,848.69 
PRU Prudential Financial, Inc.
+0.29%
+$1,371.03 
FDX FedEx Corporation
+0.28%
+$2,924.97 
MKL Markel Group Inc.
+0.28%
+$2,147.06 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.26%
+$27,611.87 
F Ford Motor Company
+0.22%
+$334.43 
NVDA NVIDIA Corporation
+0.21%
+$1,870.2 
SNA Snap-on Inc.
+0.15%
+$754.1 
DVN Devon Energy Corporation
+0.08%
+$273.64 
XOM Exxon Mobil Corporation
+0.06%
+$245.38 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$1,003.55 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.03%
+$92.8 
STEL Stellar Bancorp Inc.
+0.03%
+$101.45 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$531.11 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$2,787.57 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
STX Seagate Technology Holdings plc
-3.63%
-$10,444.35 
UNH UnitedHealth Group Incorporated
-2.58%
-$4,940 
HRL Hormel Foods Corporation
-1.7%
-$2,903.19 
LMT Lockheed Martin Corporation
-1.12%
-$4,922.96 
LYB LyondellBasell Industries N.V.
-1.09%
-$4,697 
AMGN Amgen Inc.
-1.07%
-$5,412 
LHX L3Harris Technologies, Inc.
-0.94%
-$2,308.72 
CVS CVS Health Corporation
-0.91%
-$1,981.86 
CAH Cardinal Health Inc.
-0.83%
-$3,163.19 
IDXX IDEXX Laboratories, Inc.
-0.73%
-$4,240.04 
GILD Gilead Sciences Inc.
-0.65%
-$3,548.5 
EOG EOG Resources, Inc.
-0.27%
-$1,555.51 
COP ConocoPhillips
-0.25%
-$1,242.02 
GE General Electric Company
-0.14%
-$352.88 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.11%
-$21,677.18 
MET MetLife Inc.
-0.11%
-$402.78 
NVS Novartis AG Sponsored ADR
-0.08%
-$229.74 
LYV Live Nation Entertainment, Inc.
-0.07%
-$148.61 
AZO AutoZone Inc.
-0.02%
-$146.96 
ROP Roper Technologies Inc.
-0.02%
-$124.04 Events
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Dividends
Dividend Analysis
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| Trades 1089 | Longs Won 689/1089 63% | Profit Factor 12.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $727,245.04 |
| Average Win $155,421.07 | Best Trade (Aug 14) $18.28M | Sharpe Ratio -10.93 |
| Average Loss -$21,852.71 | Worst Trade (Sep 29) -$940,152.39 | Z-Score 8.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $90,306.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,017 | $791,732.01 | $1.34M | - | $543,960.66 | 68.71% | +1.819% |
| ABBV AbbVie Inc. | 818 | $208,025.58 | $210,512.3 | - | $2,486.72 | 1.2% | +0.922% |
| AFL Aflac Inc. | 2,719 | $299,470.19 | $313,174.42 | - | $13,704.23 | 4.58% | +0.62% |
| AIZ Assurant Inc. | 1,435 | $336,813.43 | $405,674.5 | - | $68,861.07 | 20.44% | +0.616% |
| AMGN Amgen Inc. | 1,320 | $419,387.9 | $499,448.4 | - | $80,060.5 | 19.09% | -1.072% |
| AVGO Broadcom Inc. | 1,908 | $329,879.44 | $692,470.44 | - | $362,591 | 109.92% | +0.582% |
| AZO AutoZone Inc. | 213 | $643,930.12 | $613,606.15 | - | -$30,323.97 | -4.71% | -0.024% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 222,787 | $20.54M | $19.8M | - | -$749,124.43 | -3.65% | -0.109% |
| BRK-B Berkshire Hathaway Inc. | 1,865 | $733,104.03 | $950,180.2 | - | $217,076.17 | 29.61% | +0.489% |
| CAH Cardinal Health Inc. | 1,618 | $334,684.61 | $378,717.17 | - | $44,032.56 | 13.16% | -0.828% |
| CAT Caterpillar Inc. | 905 | $351,604.44 | $741,810.4 | - | $390,205.96 | 110.98% | +1.824% |
| CMI Cummins Inc. | 654 | $292,227.27 | $362,721.48 | - | $70,494.21 | 24.12% | +0.834% |
| COP ConocoPhillips | 3,653 | $393,558.52 | $499,365.1 | - | $105,806.58 | 26.88% | -0.248% |
| CVS CVS Health Corporation | 2,278 | $235,659.1 | $215,088.76 | - | -$20,570.34 | -8.73% | -0.913% |
| CVX Chevron Corporation | 5,160 | $769,385.16 | $1.1M | - | $334,235.64 | 43.44% | +0.526% |
| DFAR Dimensional US Real Estate ETF | 390,810 | $9.1M | $10M | - | $903,561.08 | 9.93% | +0.728% |
| DFAT Dimensional US Targeted Value ETF | 306,999 | $17.95M | $21.61M | - | $3.65M | 20.36% | +0.507% |
| DGX Quest Diagnostics Inc. | 4,618 | $733,858.38 | $1.08M | - | $350,124.76 | 47.71% | +1.553% |
| DVN Devon Energy Corporation | 6,841 | $282,670.12 | $342,426.25 | - | $59,756.13 | 21.14% | +0.08% |
| EBAY eBay Inc. | 2,466 | $224,282.7 | $264,897.72 | - | $40,615.02 | 18.11% | +2.276% |
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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 - $6.98M, iShares Core S&P 500 ETF - $6.01M, PIMCO Multisector Bond Active ETF - $3.21M, iShares Core S&P Small-Cap ETF - $2.65M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.95M. 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 $20.68M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $3.21M, PIMCO Multisector Bond Active ETF - $3.21M, Vanguard S&P 500 ETF - $2.62M, JPMorgan Ultra-Short Income ETF - $1.65M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $1.49M. 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.
