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:
23.25%
Gain +0.48%
Monthly
1.05%
Yearly
13.37%
Drawdown
15.85%
$128.4M
Equity
Holdings
$128.4M
Investment
$104.18M
$24.22M
Profit +$604,644.94
Realized
-$0
Unrealized
$24.22M
Dividends
$3.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$604,644.94
Win %
79%
This Week
Compared To Last Week
Gain
0.47%
Profit
$604,644.94
Win %
79%
This Month
Compared to last month
Gain
3.07%
Profit
$3.82M
Win %
79%
This Year
Compared to last year
Gain
11.6%
Profit
$13.35M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$131,150.76 
MSFT Microsoft Corp.
+3.02%
+$44,741.67 
NVDA NVIDIA Corporation
+2.93%
+$40,112.8 
HFRO Highland Opportunities and Income Fund
+2.31%
+$2,058.36 
GLW Corning Incorporated
+2.24%
+$19,598.04 
CSCO Cisco Systems, Inc.
+2.14%
+$24,786 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$6,425.51 
BCX BlackRock Resources & Commodities Strategy Trust
+1.86%
+$3,041.5 
CRM Salesforce Inc
+1.83%
+$2,363.34 
CHRD Chord Energy Corp
+1.54%
+$3,657.21 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$5,098.51 
EP-PC El Paso Energy Capital Trust I PFD CV TR SECS
+1.37%
+$16,629 
COP ConocoPhillips
+1.22%
+$7,406.61 
VUG Vanguard Growth ETF
+1.1%
+$3,314.52 
XLE Energy Select Sector SPDR Fund
+1%
+$3,256.8 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,190.64 
UBCP United Bancorp Inc.
+0.93%
+$6,174 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$9,987.25 
IBM International Business Machines Corporation
+0.86%
+$7,834.74 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$18,714.66 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$5,008.77 
TSLA Tesla, Inc.
+0.76%
+$2,324.58 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$2,168.67 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,220.04 
IVV iShares Core S&P 500 ETF
+0.69%
+$86,210.56 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,935.76 
PLTR Palantir Technologies Inc.
+0.65%
+$3,075.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$42,672.84 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,791.04 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$55,654.19 
PSX Phillips 66
+0.51%
+$3,174.06 
OHI Omega Healthcare Investors Inc.
+0.46%
+$7,590.92 
KKR KKR & Co. Inc.
+0.45%
+$623.7 
PAYX Paychex Inc.
+0.44%
+$8,906.64 
PFE Pfizer Inc.
+0.4%
+$1,911.4 
AVGO Broadcom Inc.
+0.37%
+$2,217.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$11,546.88 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$5,863.4 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$860.02 
NWBI Northwest Bancshares Inc.
+0.32%
+$595 
MRK Merck & Co., Inc.
+0.32%
+$1,508.43 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$2,072.25 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$305.94 
HPS John Hancock Preferred Income Fund III
+0.21%
+$714.99 
JNJ Johnson & Johnson
+0.21%
+$1,065.83 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$6,982.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$753.22 
XYL Xylem Inc.
+0.13%
+$336.15 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1,635.48 
EVG Eaton Vance Short Duration Diversified Income Fund
+0.1%
+$221.81 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$630 
WMT Walmart Inc.
+0.09%
+$280.01 
ABT Abbott Laboratories
+0.09%
+$159.03 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$69.42 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ZOM Zomedica Corp.
0%
$0 
LEAD Siren DIVCON Leaders Dividend ETF
0%
$0 7434
74348TAT9
0%
$0 DMRC
DMRC
0%
$0 
AAPL Apple Inc.
-7.35%
-$188,705.92 
CDXS Codexis Inc.
-5.41%
-$32,293.36 
EXEL Exelixis Inc.
-5.25%
-$226,868.12 
SBET Sharplink Gaming Inc.
-4.52%
-$1,026.9 
SHOP Shopify Inc.
-4.29%
-$11,235 
ASUR Asure Software Inc.
-4.06%
-$49,256.14 
QCOM QUALCOMM Incorporated
-2.63%
-$5,386.51 
ABBV AbbVie Inc.
-2.51%
-$11,134.87 
AQN Algonquin Power & Utilities Corp.
-2.34%
-$4,340 
ARKK ARK Innovation ETF Fund
-2.28%
-$53,779.02 
ARKG ARK Genomic Revolution ETF
-1.78%
-$18,216.1 
MQ Marqeta, Inc. Class A
-1.64%
-$1,912.19 
CDLX Cardlytics, Inc.
-1.58%
-$60 
NLY Annaly Capital Management, Inc.
-1.56%
-$13,143.24 
GLD SPDR Gold Shares
-1.49%
-$12,532.58 
F Ford Motor Company
-1.21%
-$2,171.34 
QTRX Quanterix Corporation
-1.14%
-$628.4 
KO The Coca-Cola Company
-1.02%
-$3,506.4 
XOM Exxon Mobil Corporation
-0.97%
-$11,250.09 
MET MetLife Inc.
-0.97%
-$2,992.96 
AMGN Amgen Inc.
-0.64%
-$2,581.69 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$1,917.1 
USRT iShares Core U.S. REIT ETF
-0.54%
-$11,571.38 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,664.13 
MYN BlackRock MuniYield New York Quality Fund, Inc.
-0.51%
-$601.5 
PEP PepsiCo, Inc.
-0.46%
-$954.88 
BNL Broadstone Net Lease Inc.
-0.42%
-$26,782.83 
HD The Home Depot, Inc.
-0.42%
-$1,006.37 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$15,170.02 
TMUS T-Mobile US, Inc.
-0.36%
-$6,134.84 
VVR Invesco Senior Income Trust
-0.34%
-$296.64 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$6,465.46 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$5,776.49 
FBND Fidelity Total Bond ETF
-0.27%
-$2,669.52 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,252.86 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$662.85 
VB Vanguard Small-Cap ETF
-0.22%
-$2,123.16 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$7,031.3 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$571.05 
KEY KeyCorp
-0.09%
-$291.82 
DIVS SmartETFs Dividend Builder ETF
-0.09%
-$276.37 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$2,157.11 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$187.5 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$109.22 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$127.78 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,080.89 Events
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Dividends
Dividend Analysis
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| Trades 105 | Longs Won 80/105 76% | Profit Factor 10.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $521,020.6 |
| Average Win $334,070.95 | Best Trade (Aug 14) $3.27M | Sharpe Ratio -767.4 |
| Average Loss -$100,163.63 | Worst Trade (Aug 02) -$1.45M | Z-Score 11.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4d | Expectancy $230,681.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,282 | 1,154 | 1,026 | 897 | 769 | 641 | 513 | 385 | 256 | 128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7434 74348TAT9 | 15,000 | $14,888 | $14,888 | - | - | - | 0.0 |
| AAPL Apple Inc. | 7,696 | $1.88M | $2.38M | - | $500,675.36 | 26.68% | -7.354% |
| ABBV AbbVie Inc. | 1,721 | $308,816 | $431,867.74 | - | $123,051.74 | 39.85% | -2.513% |
| ABT Abbott Laboratories | 1,767 | $200,448 | $186,771.9 | - | -$13,676.1 | -6.82% | +0.085% |
| AMGN Amgen Inc. | 1,041 | $269,910 | $400,951.56 | - | $131,041.56 | 48.55% | -0.64% |
| AMZN Amazon.com Inc | 3,635 | $800,500 | $987,193.26 | - | $186,693.26 | 23.32% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 12,778 | $366,473 | $369,539.76 | - | $3,066.76 | 0.84% | -0.035% |
| AQN Algonquin Power & Utilities Corp. | 31,000 | $140,740 | $181,040 | - | $40,300 | 28.63% | -2.341% |
| ARKG ARK Genomic Revolution ETF | 26,023 | $636,523 | $1M | - | $366,923.88 | 57.65% | -1.783% |
| ARKK ARK Innovation ETF Fund | 32,397 | $1.84M | $2.31M | - | $464,875.28 | 25.22% | -2.277% |
| ASUR Asure Software Inc. | 144,871 | $1.37M | $1.16M | - | -$208,613.86 | -15.21% | -4.062% |
| AVGO Broadcom Inc. | 1,540 | $357,249 | $599,491.2 | - | $242,242.2 | 67.81% | +0.371% |
| BCX BlackRock Resources & Commodities Strategy Trust | 13,825 | $120,139 | $166,591.25 | - | $46,452.25 | 38.67% | +1.86% |
| BND Vanguard Total Bond Market Index Fund | 6,594 | $474,351 | $476,284.62 | - | $1,933.62 | 0.41% | -0.262% |
| BNL Broadstone Net Lease Inc. | 297,587 | $4.67M | $6.37M | - | $1.7M | 36.46% | -0.419% |
| BRK-B Berkshire Hathaway Inc. | 6,208 | $2.8M | $3.18M | - | $375,437.32 | 13.41% | +0.365% |
| BWX SPDR Bloomberg International Treasury Bond ETF | 13,257 | $281,976 | $287,942.04 | - | $5,966.04 | 2.12% | -0.23% |
| CDLX Cardlytics, Inc. | 1,000 | $37,300 | $3,740 | - | -$33,560 | -89.97% | -1.579% |
| CDXS Codexis Inc. | 403,667 | $2.02M | $565,133.8 | - | -$1.45M | -72% | -5.405% |
| CHRD Chord Energy Corp | 1,717 | $204,134 | $241,032.46 | - | $36,898.46 | 18.08% | +1.541% |
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FAQ
Which stocks have generated the highest profits for Tallon Kerry Patrick?
The largest contributions to the portfolio's profits come from the following stocks: Broadstone Net Lease Inc - $519,438.11, JPMorgan Equity Premium Income Fund - $229,211.73, iShares Core S&P 500 ETF - $199,009.16, iShares Preferred and Income Securities ETF - $156,042.28, and Annaly Capital Management, Inc - $155,163.25. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Tallon Kerry Patrick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.51M earned over time. The largest contributors to dividend income include Broadstone Net Lease Inc - $519,438.11, JPMorgan Equity Premium Income Fund - $229,211.73, iShares Core S&P 500 ETF - $199,009.16, iShares Preferred and Income Securities ETF - $156,042.28, and Annaly Capital Management, Inc - $155,163.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tallon Kerry Patrick's monthly returns?
Tallon Kerry Patrick's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Tallon Kerry Patrick's strategy be considered aggressive or moderate?
Tallon Kerry Patrick's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Tallon Kerry Patrick's strategy?
Tallon Kerry Patrick's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
