TC
Tom Carhart Portfolio
Invests via South Street Advisors LLC | Managed by Tom Carhart
Invests via South Street Advisors LLC
Managed by Tom Carhart
Automatically Tracked
Tom Carhart Profile
With a multifaceted career in investment management and entrepreneurship, Tom Carhart has established himself as a prominent figure in the finance sector. His extensive experience includes roles that merge capital markets with innovative startup leadership. Notably, he has successfully navigated ventures that leverage technology to optimize investment opportunities, providing critical insights into market dynamics. A proven advocate for growth-stage businesses, he is recognized for his ability to foster strategic partnerships and guide companies through transitional phases. This blend of operational expertise and strategic vision makes him a key player in shaping future financial landscapes.
With a multifaceted career in investment management and entrepreneurship, Tom Carhart has established himself as a prominent figure in the finance sector. His extensive experience includes roles that merge capital markets with innovative startup leadership. Notably, he has successfully navigated ventures that leverage technology to optimize investment opportunities, providing critical insights into market dynamics. A proven advocate for growth-stage businesses, he is recognized for his ability to foster strategic partnerships and guide companies through transitional phases. This blend of operational expertise and strategic vision makes him a key player in shaping future financial landscapes.
Investment Philosophy & Strategy
Tom Carhart approaches investment with a keen focus on innovation and operational efficiency. He believes in identifying disruptive technologies that can reshape industries, prioritizing ventures positioned for substantial growth. The emphasis lies in his entrepreneurial insights, enabling him to discern opportunities within evolving market landscapes while considering scalable business models. A forward-thinking strategist, he fosters collaboration between emerging companies and seasoned investors to facilitate value creation during pivotal transformation phases. This blend of technology acumen and strategic foresight allows for dynamic capital allocation aligned with high-growth trajectories.
Tom Carhart approaches investment with a keen focus on innovation and operational efficiency. He believes in identifying disruptive technologies that can reshape industries, prioritizing ventures positioned for substantial growth. The emphasis lies in his entrepreneurial insights, enabling him to discern opportunities within evolving market landscapes while considering scalable business models. A forward-thinking strategist, he fosters collaboration between emerging companies and seasoned investors to facilitate value creation during pivotal transformation phases. This blend of technology acumen and strategic foresight allows for dynamic capital allocation aligned with high-growth trajectories.
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:
104.04%
Gain +0.68%
Monthly
-1.48%
Yearly
-16.43%
Drawdown
98.53%
$801.84M
Equity
Holdings
$801.84M
Investment
$434.87M
-$2B
Profit +$5.9M
Realized
-$2.37B
Unrealized
$366.97M
Dividends
$76.5M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.68%
Profit
$5.9M
Win %
80%
This Week
Compared To Last Week
Gain
1.7%
Profit
$13.41M
Win %
80%
This Month
Compared to last month
Gain
-0.47%
Profit
-$3.82M
Win %
80%
This Year
Compared to last year
Gain
-1.61%
Profit
-$13.16M
Win %
73%
CCJ Cameco Corporation
+4.68%
+$7,777.4 
ONTO Onto Innovation Inc.
+4.45%
+$805,170.6 
SKM SK Telecom Co., Ltd. Sponsored ADR
+4.21%
+$767,414.85 
AROC Archrock Inc.
+3.79%
+$402,111.21 
AVGO Broadcom Inc.
+3.32%
+$109,470.39 
APH Amphenol Corp. Class A Common Stock
+3.24%
+$2.56M 
ETN Eaton Corporation plc
+3.05%
+$128,085.54 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.83%
+$42,336.69 
ASML ASML Holding N.V. NY Registered Shares
+2.69%
+$5,382.85 
RKT Rocket Companies Inc. Class A Common Stock
+2.39%
+$380,627.78 
CAT Caterpillar Inc.
+2.32%
+$15,096.4 
MU Micron Technology Inc.
+2.25%
+$569,983.12 
PWR Quanta Services, Inc.
+2.19%
+$641,570.52 
PANW Palo Alto Networks, Inc.
+1.96%
+$6,967.69 
GS The Goldman Sachs Group, Inc.
+1.95%
+$10,526.99 
KLAC KLA Corporation
+1.92%
+$1,944.8 
ROK Rockwell Automation Inc.
+1.89%
+$4,871.99 
AEM Agnico Eagle Mines Limited
+1.8%
+$6,067.2 
EMR Emerson Electric Co.
+1.6%
+$7,740 
CSCO Cisco Systems, Inc.
+1.56%
+$3,960.02 
MRK Merck & Co., Inc.
+1.33%
+$6,327.98 
C Citigroup Inc.
+1.19%
+$3,139.2 
NVS Novartis AG Sponsored ADR
+1.11%
+$3,316.79 
GOOGL Alphabet Inc
+1.06%
+$377,665.17 
AMZN Amazon.com Inc
+1.05%
+$46,211.63 
GFI Gold Fields Ltd. Sponsored ADR
+0.99%
+$210,486.5 
HESM Hess Midstream LP Class A
+0.99%
+$5,589.3 
AAPL Apple Inc.
+0.94%
+$388,059.88 
LLY Eli Lilly and Company
+0.91%
+$315,339.21 
JNJ Johnson & Johnson
+0.81%
+$22,011.54 
NVDA NVIDIA Corporation
+0.81%
+$580,759.8 
TT Trane Technologies plc
+0.8%
+$1,791.9 
LRN Stride Inc.
+0.78%
+$36,363.93 
GOOG Alphabet Inc
+0.77%
+$26,644.95 
QCOM QUALCOMM Incorporated
+0.75%
+$16,154.92 
FTNT Fortinet, Inc.
+0.69%
+$3,150 
NSC Norfolk Southern Corp.
+0.68%
+$3,064.5 
JPM JPMorgan Chase & Co.
+0.63%
+$20,082.98 
CP Canadian Pacific Kansas City Ltd.
+0.6%
+$2,565 
AM Antero Midstream Corporation Common Stock
+0.41%
+$977.5 
UNP Union Pacific Corp.
+0.4%
+$2,370 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.32%
+$2,963.78 
EXEL Exelixis Inc.
+0.25%
+$65,502.72 
NEE NextEra Energy Inc.
+0.2%
+$505.39 
LIN Linde plc
+0.09%
+$802.31 
HD The Home Depot, Inc.
+0.06%
+$738 
ABBV AbbVie Inc.
+0.04%
+$1,869.79 
MSFT Microsoft Corporation Common Stock
+0.01%
+$1,224.37 
HALO Halozyme Therapeutics Inc.
0%
+$883.15 
PSX Phillips 66
-6.51%
-$107,217 
HLT Hilton Worldwide Holdings Inc.
-2.26%
-$586,102.76 
HWM Howmet Aerospace Inc.
-1.91%
-$412,981.69 
XOM ExxonMobil Holdings Corporation
-1.74%
-$38,038.5 
MUR Murphy Oil Corporation
-1.67%
-$6,364 
TJX The TJX Companies, Inc.
-1.59%
-$380,561.64 
CRC California Resources Corp.
-1.54%
-$31,374.85 
CVX Chevron Corporation
-1.46%
-$14,834.64 
PR Permian Resources Corp Class A Common Stock
-1.44%
-$233,857.8 
PRMB Primo Brands Corporation Class A Common Stock
-1.09%
-$49,358.84 
CNM Core & Main Inc.
-1.06%
-$100,392.3 
SNN Smith & Nephew plc Sponsored ADR
-1.03%
-$72,474.88 
ORLY O'Reilly Automotive Inc.
-1%
-$164,482.28 
MAS Masco Corporation
-0.94%
-$4,615 
COST Costco Wholesale Corp
-0.88%
-$5,395.37 
META Meta Platforms Inc Class A
-0.87%
-$115,274.71 
OKE ONEOK, Inc.
-0.66%
-$28,521.03 
V Visa Inc. Class A
-0.64%
-$148,437.72 
NET Cloudflare, Inc. Class A Common Stock
-0.61%
-$1,872.72 
PG The Procter & Gamble Company
-0.53%
-$1,441.6 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$8,333.66 
MCD McDonald's Corporation
-0.5%
-$4,635.54 
USFD US Foods Holding Corp.
-0.46%
-$125,553.45 
DHR Danaher Corp.
-0.41%
-$2,006.4 
DIS The Walt Disney Company
-0.4%
-$1,049.4 
MA Mastercard Inc. Class A Common Stock
-0.39%
-$32,707.15 
EPD Enterprise Products Partners L.P.
-0.34%
-$4,465 
AZN AstraZeneca PLC American Depositary Shares
-0.34%
-$986 
PHM PulteGroup, Inc.
-0.26%
-$527 
AXP American Express Company
-0.2%
-$581.57 
GLP Global Partners LP Common Units
-0.17%
-$512 
WES Western Midstream Partners, LP
-0.15%
-$816.2 
SR Spire Inc.
-0.1%
-$21,941.37 
RTX RTX Corporation
-0.08%
-$11,669.8 
WEC WEC Energy Group Inc.
-0.03%
-$5,094.27 Events
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Dividends
Dividend Analysis
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| Trades 3147 | Longs Won 1811/3147 57% | Profit Factor 0.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $34.59M |
| Average Win $530,866.44 | Best Trade (Oct 20) $72.34M | Sharpe Ratio -7.71 |
| Average Loss -$2.16M | Worst Trade (Sep 30) -$1.81B | Z-Score -13.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m | Expectancy -$635,553.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 372 | 334 | 297 | 260 | 223 | 186 | 149 | 111 | 74 | 37 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 119,506 | $21.48M | $41.49M | - | $20.01M | 93.15% | +0.944% |
| ABBV AbbVie Inc. | 14,383 | $2.22M | $4.13M | - | $1.91M | 86.04% | +0.045% |
| AEM Agnico Eagle Mines Limited | 1,920 | $356,227.15 | $343,392 | - | -$12,835.15 | -3.6% | +1.799% |
| AM Antero Midstream Corporation Common Stock | 11,500 | $261,625 | $240,062.5 | - | -$21,562.5 | -8.24% | +0.409% |
| AMZN Amazon.com Inc | 17,638 | $2.91M | $4.44M | - | $1.53M | 52.71% | +1.052% |
| APH Amphenol Corp. Class A Common Stock | 1.05M | $11.49M | $81.69M | - | $70.2M | 610.93% | +3.242% |
| AROC Archrock Inc. | 354,283 | $12.33M | $11.02M | - | -$1.31M | -10.62% | +3.787% |
| ASML ASML Holding N.V. NY Registered Shares | 126 | $250,669 | $205,570.68 | - | -$45,098.32 | -17.99% | +2.689% |
| AVGO Broadcom Inc. | 10,011 | $3.3M | $3.4M | - | $108,469.17 | 3.29% | +3.322% |
| AXP American Express Company | 938 | $313,606.29 | $294,935.33 | - | -$18,670.96 | -5.95% | -0.197% |
| AZN AstraZeneca PLC American Depositary Shares | 1,700 | $335,274.3 | $291,516 | - | -$43,758.3 | -13.05% | -0.337% |
| BRK-B Berkshire Hathaway Inc. | 2,971 | $900,824.86 | $1.62M | - | $720,613.24 | 79.99% | -0.511% |
| C Citigroup Inc. | 2,180 | $248,030.8 | $267,006.4 | - | $18,975.6 | 7.65% | +1.19% |
| CAT Caterpillar Inc. | 940 | $265,672.47 | $665,698.6 | - | $400,026.13 | 150.57% | +2.32% |
| CCJ Cameco Corporation | 2,102 | $228,298 | $173,982.54 | - | -$54,315.46 | -23.79% | +4.679% |
| CNM Core & Main Inc. | 223,094 | $10.67M | $9.35M | - | -$1.31M | -12.32% | -1.062% |
| COST Costco Wholesale Corp | 611 | $565,560 | $608,757.39 | - | $43,197.39 | 7.64% | -0.879% |
| CP Canadian Pacific Kansas City Ltd. | 4,750 | $353,828 | $429,210 | - | $75,382 | 21.3% | +0.601% |
| CRC California Resources Corp. | 37,130 | $2.04M | $2M | - | -$39,777.51 | -1.95% | -1.543% |
| CSCO Cisco Systems, Inc. | 2,295 | $269,571 | $256,960.82 | - | -$12,610.18 | -4.68% | +1.565% |
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FAQ
Which stocks have generated the highest profits for Tom Carhart?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $47.22M, Apple Inc - $22.11M, Eli Lilly and Company - $20.27M, Amphenol Corp. Class A Common Stock - $19.67M, and The TJX Companies, Inc - $16.24M. 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: 992904750 - $2.49B, 638581470 - $41.39M, BBRY - $9.59M, 0G9435108 - $6.7M, and Allergan PLC - $6.1M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tom Carhart's portfolio generate?
The portfolio generates substantial dividend income, with a total of $76.5M earned over time. The largest contributors to dividend income include BHP Group Ltd. Sponsored ADR - $6.32M, WEC Energy Group Inc - $4.51M, Blackstone Inc - $2.98M, Lockheed Martin Corporation - $2.96M, and The TJX Companies, Inc - $2.29M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tom Carhart's monthly returns?
Tom Carhart's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Tom Carhart's strategy be considered aggressive or moderate?
Tom Carhart's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Tom Carhart's strategy?
Tom Carhart's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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