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:
55.32%
Gain +0.02%
Monthly
1.42%
Yearly
18.41%
Drawdown
17.68%
$285.56M
Equity
Holdings
$285.56M
Investment
$143.26M
$158.23M
Profit +$88,544.62
Realized
$15.17M
Unrealized
$143.05M
Dividends
$6.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$88,544.62
Win %
78%
This Week
Compared To Last Week
Gain
0.03%
Profit
$88,544.62
Win %
78%
This Month
Compared to last month
Gain
-1.4%
Profit
-$4.08M
Win %
78%
This Year
Compared to last year
Gain
17.72%
Profit
$44.02M
Win %
78%
AMD Advanced Micro Devices, Inc.
+4.73%
+$744,903.28 
GEV GE Vernova Inc.
+3.73%
+$429,166.64 
CEG Constellation Energy Corporation
+2.86%
+$45,881.27 
GS The Goldman Sachs Group, Inc.
+2.62%
+$93,393.92 
JPM JPMorgan Chase & Co.
+2.31%
+$98,718.56 
AXP American Express Company
+2.18%
+$33,506 
SYK Stryker Corporation
+2.15%
+$24,016.16 
MLM Martin Marietta Materials, Inc.
+2.08%
+$38,647.75 
KMI Kinder Morgan, Inc.
+1.85%
+$3,640.66 
TMUS T-Mobile US, Inc.
+1.76%
+$13,946.56 
SMH VanEck Semiconductor ETF
+1.73%
+$73,853.84 
VRT Vertiv Holdings Co
+1.68%
+$77,829.03 
UNP Union Pacific Corporation
+1.65%
+$27,386.38 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$45,432.36 
LIN Linde plc
+1.58%
+$35,804.56 
BAC Bank of America Corporation
+1.56%
+$19,621.76 
DE Deere & Company
+1.55%
+$19,987.17 
BLK BlackRock, Inc.
+1.52%
+$13,415.38 
DAL Delta Air Lines, Inc.
+1.5%
+$46,769.44 
GLW Corning Incorporated
+1.5%
+$5,090.65 
CAT Caterpillar Inc.
+1.44%
+$84,989.99 
ABBV AbbVie Inc.
+1.32%
+$3,217.52 
C Citigroup Inc.
+1.27%
+$66,957.17 
APD Air Products and Chemicals, Inc.
+1.26%
+$10,573.5 
LRCX Lam Research Corporation
+1.18%
+$4,337.2 
VST Vistra Corp
+1.12%
+$19,548.85 
MOD Modine Manufacturing Company
+1.1%
+$77,641.07 
JNJ Johnson & Johnson
+1.07%
+$9,913.62 
MPC Marathon Petroleum Corporation
+1.06%
+$4,035.88 
V Visa Inc. Class A
+1.05%
+$31,950.65 
PG Procter & Gamble Co
+0.86%
+$20,116.8 
GE General Electric Company
+0.76%
+$29,275.81 
PSX Phillips 66
+0.76%
+$1,625.39 
CVX Chevron Corporation
+0.75%
+$12,804.31 
UNH UnitedHealth Group Incorporated
+0.73%
+$15,922.17 
HD The Home Depot, Inc.
+0.73%
+$16,038.82 
COST Costco Wholesale Corporation
+0.68%
+$31,308.57 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$38,369.53 
MS Morgan Stanley
+0.65%
+$26,744.26 
WMB The Williams Companies, Inc.
+0.64%
+$1,700.63 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,899.16 
VOO Vanguard S&P 500 ETF
+0.55%
+$15,586.93 
HON Honeywell International Inc.
+0.54%
+$5,876.22 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$44,731.78 
URI United Rentals, Inc.
+0.54%
+$8,912.5 
GOOGL Alphabet Inc
+0.53%
+$71,730.05 
MSI Motorola Solutions, Inc.
+0.46%
+$8,747.55 
WMT Walmart Inc.
+0.45%
+$12,522.62 
CINF Cincinnati Financial Corporation
+0.42%
+$1,189.24 
AMGN Amgen Inc.
+0.32%
+$7,102.27 
WM Waste Management, Inc.
+0.3%
+$598.63 
NVDA NVIDIA Corporation
+0.16%
+$31,964.8 
KO The Coca-Cola Company
+0.11%
+$514.53 
MSFT Microsoft Corp.
+0.1%
+$7,725.01 
CB Chubb Limited
+0.06%
+$1,297.5 
TJX The TJX Companies, Inc.
+0.04%
+$1,129.03 
MCD McDonald's Corporation
+0.01%
+$92.18 
ABC AmerisourceBergen Corporation
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$195,957.1 
ULTA Ulta Beauty Inc.
-1.82%
-$38,964.61 
MEDP Medpace Holdings Inc.
-1.63%
-$23,978.48 
AAPL Apple Inc.
-1.52%
-$131,490 
LMT Lockheed Martin Corporation
-1.52%
-$12,600.1 
MU Micron Technology, Inc.
-1.43%
-$449,204.58 
LHX L3Harris Technologies, Inc.
-1.4%
-$5,913 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$65,903.07 
AMZN Amazon.com Inc
-1.23%
-$81,751.96 
AVGO Broadcom Inc.
-0.91%
-$147,840.13 
BSX Boston Scientific Corporation
-0.55%
-$10,369.32 
MCK McKesson Corporation
-0.4%
-$9,128.01 
RTX RTX Corporation
-0.37%
-$3,995.06 
MRVL Marvell Technology, Inc.
-0.36%
-$7,626.36 
META Meta Platforms Inc Class A
-0.26%
-$12,374.39 
DHI D.R. Horton, Inc.
-0.22%
-$1,868.61 
LOW Lowe's Companies Inc.
-0.12%
-$318.33 
EPD Enterprise Products Partners L.P.
-0.08%
-$459.33 Events
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Dividends
Dividend Analysis
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| Trades 1091 | Longs Won 699/1091 64% | Profit Factor 19.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $659,476.01 |
| Average Win $236,162.54 | Best Trade (Jun 14) $9.61M | Sharpe Ratio -4.34 |
| Average Loss -$21,451.53 | Worst Trade (Jun 14) -$461,213.48 | Z-Score 10.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 6d | Expectancy $145,029.81 |
| 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 | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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