TKP
Tallon Kerry Patrick Portfolio
Invests via Tallon Kerry Patrick | Managed by Post Resch Tallon Group, Inc.
Invests via Tallon Kerry Patrick
Managed by Post Resch Tallon Group, Inc.
Automatically Tracked
Leads capital deployment across technology and industrials with emphasis on value creation through operational improvements and strategic M&A. Tallon Kerry Patrick brings experience in private equity, corporate development, and capital markets, advising boards on growth financing, carve-outs and integration execution. Background includes deal sourcing, portfolio oversight and executive-level financial management; engages with institutional investors and strategic partners to align exit planning and performance metrics that drive investor returns.
Leads capital deployment across technology and industrials with emphasis on value creation through operational improvements and strategic M&A. Tallon Kerry Patrick brings experience in private equity, corporate development, and capital markets, advising boards on growth financing, carve-outs and integration execution. Background includes deal sourcing, portfolio oversight and executive-level financial management; engages with institutional investors and strategic partners to align exit planning and performance metrics that drive investor returns.
Investment Philosophy & Strategy
Focuses on hands-on private equity investing that pairs operational value creation with strategic M&A to drive mid-market returns across technology and industrials. Prefers control or significant influence investments where executive-level finance and integration expertise can accelerate margin expansion and top-line scaling. Underwrites deals with rigorous cash-flow analysis, conservative leverage, and KPI-driven governance, targets 3–7 year hold periods, and aligns exit planning with institutional partners to maximize IRR through growth and multiple expansion.
Focuses on hands-on private equity investing that pairs operational value creation with strategic M&A to drive mid-market returns across technology and industrials. Prefers control or significant influence investments where executive-level finance and integration expertise can accelerate margin expansion and top-line scaling. Underwrites deals with rigorous cash-flow analysis, conservative leverage, and KPI-driven governance, targets 3–7 year hold periods, and aligns exit planning with institutional partners to maximize IRR through growth and multiple expansion.
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:
0%
Gain
Monthly
0%
Yearly
0%
Drawdown
15.85%
$126.12M
Equity
Holdings
$126.12M
Investment
$104.18M
$21.94M
Profit +$311,914.46
Realized
-$0
Unrealized
$21.94M
Dividends
$3.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$311,914.46
Win %
76%
This Week
Compared To Last Week
Gain
0.31%
Profit
$394,102.96
Win %
76%
This Month
Compared to last month
Gain
0.82%
Profit
$1.03M
Win %
76%
This Year
Compared to last year
Gain
9.62%
Profit
$11.07M
Win %
76%
ABT Abbott Laboratories
+10.7%
+$16,874.85 
BNL Broadstone Net Lease Inc.
+4.45%
+$288,659.39 
PAYX Paychex Inc.
+4.27%
+$82,080.8 
ABBV AbbVie Inc.
+4.24%
+$17,795.14 
OHI Omega Healthcare Investors Inc.
+4.03%
+$63,697.72 
IBM International Business Machines Corporation
+3.79%
+$32,857.06 
AMGN Amgen Inc.
+3.7%
+$13,803.66 
CRM Salesforce Inc
+3.4%
+$4,051.95 
MRK Merck & Co., Inc.
+3.29%
+$14,955.14 
XYL Xylem Inc.
+3.16%
+$8,605.44 
NWBI Northwest Bancshares Inc.
+3.09%
+$5,593 
KO The Coca-Cola Company
+3.01%
+$9,681.56 
MQ Marqeta, Inc. Class A
+2.99%
+$3,428.75 
PEP PepsiCo, Inc.
+2.98%
+$6,012.76 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+2.9%
+$31,498.25 
TMUS T-Mobile US, Inc.
+2.79%
+$50,929.74 
PSX Phillips 66
+2.62%
+$15,077.07 
USRT iShares Core U.S. REIT ETF
+2.56%
+$53,791.28 
WMT Walmart Inc.
+2.15%
+$6,776 
ICF iShares Cohen & Steers Realty Majors ETF
+1.94%
+$6,684.62 
KEY KeyCorp
+1.91%
+$6,565.95 
COWZ Pacer US Cash Cows 100 ETF
+1.87%
+$64,449.6 
HD The Home Depot, Inc.
+1.87%
+$4,611.88 
FTCS First Trust Capital Strength ETF
+1.85%
+$5,808.14 
AAPL Apple Inc.
+1.76%
+$44,328.96 
KKR KKR & Co. Inc.
+1.74%
+$2,439.36 
AQN Algonquin Power & Utilities Corp.
+1.65%
+$2,945 
MET MetLife Inc.
+1.61%
+$4,728.24 
ASUR Asure Software Inc.
+1.56%
+$18,833.23 
MSFT Microsoft Corp.
+1.38%
+$17,968.98 
PFE Pfizer Inc.
+1.29%
+$6,116.48 
SHOP Shopify Inc.
+1.25%
+$3,317 
COP ConocoPhillips
+1.24%
+$7,074.58 
NLY Annaly Capital Management, Inc.
+1.19%
+$10,039.98 
DGRO iShares Core Dividend Growth ETF
+1.19%
+$23,893.87 
JNJ Johnson & Johnson
+1.04%
+$5,168.27 
USMV iShares MSCI USA Min Vol Factor ETF
+1.03%
+$6,965.03 
XOM Exxon Mobil Corporation
+1%
+$10,625.08 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$29,407.3 
XLE Energy Select Sector SPDR Fund
+0.9%
+$2,815.2 
EZM WisdomTree U.S. MidCap Fund
+0.81%
+$2,287.5 
VIG Vanguard Dividend Appreciation ETF
+0.74%
+$29,828.75 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$26,758.71 
JEPI JPMorgan Equity Premium Income Fund
+0.64%
+$11,109.6 
CHRD Chord Energy Corp
+0.52%
+$1,098.88 
PLTR Palantir Technologies Inc.
+0.51%
+$2,614.6 
VVR Invesco Senior Income Trust
+0.51%
+$444.96 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.48%
+$13,805.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.41%
+$1,694.7 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.33%
+$2,494.37 
DIVS SmartETFs Dividend Builder ETF
+0.24%
+$752.89 
VB Vanguard Small-Cap ETF
+0.24%
+$2,284.04 
EXEL Exelixis Inc.
+0.23%
+$10,031.58 
LEAD Siren DIVCON Leaders Dividend ETF
+0.13%
+$771.21 
EP-PC El Paso Energy Capital Trust I PFD CV TR SECS
+0.09%
+$1,067.63 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$34.71 
74348TAT9
0%
$0 
DMRC
0%
$0 
F Ford Motor Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZOM Zomedica Corp.
0%
$0 
GLW Corning Incorporated
-9.15%
-$103,196.94 
QTRX Quanterix Corporation
-6.6%
-$4,398.8 
SBET Sharplink Gaming Inc.
-5.59%
-$1,203.95 
AVGO Broadcom Inc.
-5.03%
-$30,538.2 
QCOM QUALCOMM Incorporated
-4.1%
-$9,841.5 
CDLX Cardlytics, Inc.
-3.95%
-$170 
ARKK ARK Innovation ETF Fund
-3.56%
-$91,683.51 
PDP Invesco Dorsey Wright Momentum ETF
-3.14%
-$8,780 
ARKG ARK Genomic Revolution ETF
-2.67%
-$28,625.3 
NVDA NVIDIA Corporation
-2.4%
-$35,827.5 
CDXS Codexis Inc.
-2.26%
-$20,183.35 
HFRO Highland Opportunities and Income Fund
-2.23%
-$2,058.36 
AMZN Amazon.com Inc
-1.99%
-$18,429.45 
GLD SPDR Gold Shares
-1.98%
-$16,457.42 
IWY iShares Russell Top 200 Growth ETF
-1.95%
-$45,420.96 
CSCO Cisco Systems, Inc.
-1.89%
-$21,522 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.71%
-$6,258.65 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$113,409.8 
IWP iShares Russell Mid-Cap Growth ETF
-1.37%
-$28,359.42 
VUG Vanguard Growth ETF
-1.37%
-$4,276.8 
UBCP United Bancorp Inc.
-1.32%
-$8,820 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.29%
-$4,260 
VEU Vanguard FTSE All-World ex-US ETF
-1.16%
-$37,500.48 
VWO Vanguard FTSE Emerging Markets ETF
-1.13%
-$6,210.23 
SPEM SPDR Portfolio Emerging Markets ETF
-1.12%
-$7,448.94 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.87%
-$2,633.39 
TSLA Tesla, Inc.
-0.83%
-$3,240.65 
PFF iShares Preferred and Income Securities ETF
-0.82%
-$13,629 
IWV ISHARES RUSSELL 3000 ETF
-0.54%
-$52,574.97 
IVV iShares Core S&P 500 ETF
-0.52%
-$66,847.03 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$2,381.85 
ESGV Vanguard ESG U.S. Stock ETF
-0.48%
-$1,392 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.41%
-$1,893.92 
JPC Nuveen Preferred & Income Opportunities Fund
-0.32%
-$382.43 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.3%
-$861.71 
BCX BlackRock Resources & Commodities Strategy Trust
-0.26%
-$414.75 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.25%
-$300.75 
EVG Eaton Vance Short Duration Diversified Income Fund
-0.23%
-$554.52 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.17%
-$404.11 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$571.05 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.1%
-$383.34 
HPS John Hancock Preferred Income Fund III
-0.07%
-$238.33 
FBND Fidelity Total Bond ETF
-0.06%
-$556.15 
BND Vanguard Total Bond Market Index Fund
-0.01%
-$65.94 Events
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Dividends
Dividend Analysis
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| Trades 105 | Longs Won 77/105 73% | Profit Factor 9.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $505,609.5 |
| Average Win $318,899.49 | Best Trade (Jul 15) $2.88M | Sharpe Ratio -790.83 |
| Average Loss -$93,391.62 | Worst Trade (Jul 15) -$1.16M | Z-Score 8.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $208,955.19 |
| 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 | 1,351 | 1,216 | 1,081 | 946 | 811 | 676 | 541 | 405 | 270 | 135 |
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Returns
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