KMG
Kerina M. Graves Portfolio
Invests via Schear Investment Advisers LLC | Managed by Kerina M. Graves, Neal E. Schear
Invests via Schear Investment Advisers LLC
Managed by Kerina M. Graves, Neal E. Schear
Automatically Tracked
Kerina M. Graves Profile
With a distinguished career in investment banking and strategic finance, Kerina M. Graves has established herself as a formidable player in the financial sector. She possesses extensive expertise in corporate mergers and acquisitions, along with considerable experience driving growth for various ventures across multiple industries. Her ability to navigate complex financial landscapes positions her as a vital asset within any capital market context. Additionally, she has served on numerous advisory boards, reflecting her leadership capabilities and industry recognition. Her influence extends to shaping business strategies that align operational efficiencies with shareholder value.
With a distinguished career in investment banking and strategic finance, Kerina M. Graves has established herself as a formidable player in the financial sector. She possesses extensive expertise in corporate mergers and acquisitions, along with considerable experience driving growth for various ventures across multiple industries. Her ability to navigate complex financial landscapes positions her as a vital asset within any capital market context. Additionally, she has served on numerous advisory boards, reflecting her leadership capabilities and industry recognition. Her influence extends to shaping business strategies that align operational efficiencies with shareholder value.
Investment Philosophy & Strategy
Identifying emerging trends and innovative opportunities in the investment landscape is a hallmark of Kerina M. Graves' strategic approach. Drawing upon her vast experience in investment banking and corporate finance, she targets sectors ripe for disruption while employing a hands-on operational mindset. This enables effective capital deployment into ventures that exhibit sustainable growth potential. Her engagement with advisory roles amplifies her acumen for fostering partnerships that enhance competitive advantages, ultimately driving value creation across diverse portfolios.
Identifying emerging trends and innovative opportunities in the investment landscape is a hallmark of Kerina M. Graves' strategic approach. Drawing upon her vast experience in investment banking and corporate finance, she targets sectors ripe for disruption while employing a hands-on operational mindset. This enables effective capital deployment into ventures that exhibit sustainable growth potential. Her engagement with advisory roles amplifies her acumen for fostering partnerships that enhance competitive advantages, ultimately driving value creation across diverse portfolios.
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:
164.9%
Gain -2.08%
Monthly
2.67%
Yearly
37.16%
Drawdown
27.43%
$278.02M
Equity
Holdings
$278.02M
Investment
$146.77M
$153.53M
Profit -$3.92M
Realized
$22.28M
Unrealized
$131.25M
Dividends
$6.56M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.08%
Profit
-$3.92M
Win %
77%
This Week
Compared To Last Week
Gain
-1.39%
Profit
-$3.92M
Win %
77%
This Month
Compared to last month
Gain
-0.92%
Profit
-$2.58M
Win %
77%
This Year
Compared to last year
Gain
-5.08%
Profit
-$14.86M
Win %
76%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$904,358.58 
AJG Arthur J. Gallagher & Co.
+5.52%
+$11,982.81 
BSX Boston Scientific Corporation
+4.5%
+$71,324.1 
HONA Honeywell Aerospace Inc.
+4.18%
+$16,194.5 
MCK McKesson Corporation
+3.23%
+$86,170.65 
GOOGL Alphabet Inc
+3.08%
+$407,389.68 
META Meta Platforms Inc Class A
+2.91%
+$160,920.93 
SYK Stryker Corporation
+2.45%
+$24,167.33 
MSI Motorola Solutions, Inc.
+2.3%
+$49,976.64 
MSFT Microsoft Corp.
+2.27%
+$217,494.75 
WMT Walmart Inc.
+2.27%
+$58,106.16 
WM Waste Management, Inc.
+2.25%
+$4,872.53 
LLY Eli Lilly and Company
+2.04%
+$162,940.96 
MCD McDonald's Corporation
+1.96%
+$11,427.84 
ABBV AbbVie Inc.
+1.73%
+$5,465.64 
COR Cencora, Inc.
+1.72%
+$37,670.36 
COST Costco Wholesale Corporation
+1.58%
+$68,186.7 
LHX L3Harris Technologies, Inc.
+1.46%
+$4,889.58 
UNH UnitedHealth Group Incorporated
+1.32%
+$27,381.92 
DHI D.R. Horton, Inc.
+1.25%
+$9,509.81 
CINF Cincinnati Financial Corporation
+1.21%
+$3,054.5 
AMGN Amgen Inc.
+1.18%
+$27,879.19 
LMT Lockheed Martin Corporation
+1.14%
+$8,312.2 
KO The Coca-Cola Company
+1.1%
+$5,432.97 
LOW Lowe's Companies Inc.
+1.06%
+$2,458.22 
V Visa Inc. Class A
+1.05%
+$39,215.06 
MEDP Medpace Holdings Inc.
+1.02%
+$21,551.92 
HD The Home Depot, Inc.
+1%
+$20,761.78 
AXP American Express Company
+0.89%
+$14,256 
CB Chubb Limited
+0.85%
+$17,785.06 
DE Deere & Company
+0.69%
+$10,504.98 
URI United Rentals, Inc.
+0.65%
+$9,889 
JNJ Johnson & Johnson
+0.58%
+$6,017.53 
ULTA Ulta Beauty Inc.
+0.56%
+$14,143.1 
AAPL Apple Inc.
+0.54%
+$52,207.43 
PG Procter & Gamble Co
+0.52%
+$11,316.69 
DAL Delta Air Lines, Inc.
+0.39%
+$12,449.91 
TMUS T-Mobile US, Inc.
+0.25%
+$1,907.55 
UNP Union Pacific Corporation
+0.18%
+$3,093.06 
TJX The TJX Companies, Inc.
+0.12%
+$2,488.4 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GLW Corning Incorporated
-14.09%
-$72,781.17 
GEV GE Vernova Inc.
-8.66%
-$994,634.44 
CLS Celestica Inc.
-8.53%
-$27,363.3 
LRCX Lam Research Corporation
-7.91%
-$23,859.6 
VRT Vertiv Holdings Co
-7.13%
-$297,107.97 
CEG Constellation Energy Corporation
-6.79%
-$127,315.22 
MRVL Marvell Technology, Inc.
-6.59%
-$125,432 
KLAC KLA Corporation
-6.58%
-$7,959.6 
BE Bloom Energy Corporation
-6.52%
-$27,329.6 
BAC Bank of America Corporation
-5.3%
-$75,913.07 
DELL Dell Technologies Inc.
-5.04%
-$29,554.11 
VST Vistra Corp
-5.01%
-$81,328.78 
AVGO Broadcom Inc.
-4.79%
-$674,804.13 
MU Micron Technology, Inc.
-4.76%
-$1.33M 
SMH VanEck Semiconductor ETF
-4.52%
-$180,664.31 
CAT Caterpillar Inc.
-4.15%
-$230,928.13 
GS The Goldman Sachs Group, Inc.
-3.97%
-$146,427.27 
MOD Modine Manufacturing Company
-3.96%
-$204,406.18 
AMD Advanced Micro Devices, Inc.
-3.9%
-$601,452.58 
MS Morgan Stanley
-3.4%
-$146,937.24 
NVDA NVIDIA Corporation
-2.85%
-$571,952.5 
GE General Electric Company
-1.98%
-$113,165.34 
MLM Martin Marietta Materials, Inc.
-1.79%
-$31,808.89 
JPM JPMorgan Chase & Co.
-1.72%
-$87,409.18 
APD Air Products and Chemicals, Inc.
-1.56%
-$13,700.27 
C Citigroup Inc.
-1.47%
-$81,241.36 
WMB The Williams Companies, Inc.
-1.4%
-$2,986.56 
RTX RTX Corporation
-1.32%
-$15,751.38 
BLK BlackRock, Inc.
-1.28%
-$12,032.1 
AMZN Amazon.com Inc
-1.22%
-$89,185.42 
PSX Phillips 66
-1.1%
-$4,650.36 
CVX Chevron Corporation
-0.94%
-$19,498.99 
DVN Devon Energy Corporation
-0.83%
-$15,173.23 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$23,466.36 
AMLP Alerian MLP ETF
-0.7%
-$1,602.9 
LIN Linde plc
-0.62%
-$13,319.67 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$15,694.08 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$16,362.23 
VOO Vanguard S&P 500 ETF
-0.34%
-$9,645.32 
EPD Enterprise Products Partners L.P.
-0.31%
-$1,837.32 
MPC Marathon Petroleum Corporation
-0.28%
-$1,658.78 Events
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Dividends
Dividend Analysis
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| Trades 1166 | Longs Won 763/1166 65% | Profit Factor 16.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $587,487.69 |
| Average Win $214,305.83 | Best Trade (Sep 04) $9.37M | Sharpe Ratio -12.13 |
| Average Loss -$24,778.35 | Worst Trade (Sep 11) -$582,411.71 | Z-Score 8.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 1d | Expectancy $131,672.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,166 | $4.27M | $9.74M | - | $5.48M | 128.31% | +0.539% |
| ABBV AbbVie Inc. | 1,231 | $250,904.19 | $321,980.36 | - | $71,076.17 | 28.33% | +1.727% |
| AJG Arthur J. Gallagher & Co. | 903 | $207,302 | $228,991.77 | - | $21,689.77 | 10.46% | +5.522% |
| AMD Advanced Micro Devices, Inc. | 29,871 | $3.9M | $14.82M | - | $10.92M | 280.35% | -3.901% |
| AMGN Amgen Inc. | 6,265 | $1.77M | $2.39M | - | $626,224.23 | 35.47% | +1.179% |
| AMLP Alerian MLP ETF | 4,110 | $213,104 | $228,187.2 | - | $15,083.2 | 7.08% | -0.698% |
| AMZN Amazon.com Inc | 28,403 | $3.35M | $7.2M | - | $3.85M | 114.88% | -1.223% |
| APD Air Products and Chemicals, Inc. | 3,021 | $780,481.81 | $866,709.76 | - | $86,227.95 | 11.05% | -1.556% |
| AVGO Broadcom Inc. | 38,961 | $3.97M | $13.43M | - | $9.46M | 238.14% | -4.785% |
| AXP American Express Company | 4,950 | $1.56M | $1.62M | - | $61,385.76 | 3.93% | +0.887% |
| BAC Bank of America Corporation | 22,831 | $734,904.33 | $1.36M | - | $620,457.98 | 84.43% | -5.304% |
| BE Bloom Energy Corporation | 1,520 | $460,104 | $391,810.4 | - | -$68,293.6 | -14.84% | -6.52% |
| BLK BlackRock, Inc. | 870 | $892,122.03 | $927,263.4 | - | $35,141.37 | 3.94% | -1.281% |
| BSX Boston Scientific Corporation | 36,860 | $2.46M | $1.66M | - | -$803,271.82 | -32.67% | +4.502% |
| C Citigroup Inc. | 39,824 | $2.75M | $5.45M | - | $2.7M | 98.25% | -1.47% |
| CAT Caterpillar Inc. | 6,794 | $2.09M | $5.33M | - | $3.24M | 154.84% | -4.152% |
| CB Chubb Limited | 6,154 | $1.62M | $2.1M | - | $476,734.43 | 29.38% | +0.854% |
| CEG Constellation Energy Corporation | 6,583 | $1.78M | $1.75M | - | -$30,251.63 | -1.7% | -6.792% |
| CINF Cincinnati Financial Corporation | 1,490 | $220,594.82 | $256,056.5 | - | $35,461.68 | 16.08% | +1.207% |
| CLS Celestica Inc. | 926 | $337,805 | $293,542 | - | -$44,263 | -13.1% | -8.527% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kerina M. Graves?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $7.2M, Vanguard S&P 500 ETF - $3.91M, Micron Technology, Inc - $3.24M, Broadcom Inc - $2.02M, and Advanced Micro Devices, Inc - $1.32M. 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: lululemon athletica inc - $544,002.26, Super Micro Computer Inc - $403,989.8, Novo Nordisk A/S Sponsored ADR - $342,798.18, Merck & Co., Inc - $264,938.84, and Target Corporation - $229,721.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kerina M. Graves's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.56M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $334,200.47, Diamondback Energy Inc - $305,214.34, Chevron Corporation - $270,876.64, The PNC Financial Services Group, Inc - $238,939.1, and Morgan Stanley - $213,993.99. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kerina M. Graves's monthly returns?
Kerina M. Graves'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 Kerina M. Graves's strategy be considered aggressive or moderate?
Kerina M. Graves'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 Kerina M. Graves's strategy?
Kerina M. Graves'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.
