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:
154.52%
Gain +4.27%
Monthly
2.68%
Yearly
37.39%
Drawdown
27.42%
$271.91M
Equity
Holdings
$271.91M
Investment
$146.77M
$147.55M
Profit +$7.44M
Realized
$22.41M
Unrealized
$125.14M
Dividends
$6.36M
Goals
Avg. 32% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.27%
Profit
$7.44M
Win %
78%
This Week
Compared To Last Week
Gain
-2.87%
Profit
-$8.02M
Win %
78%
This Month
Compared to last month
Gain
-7.16%
Profit
-$20.98M
Win %
78%
This Year
Compared to last year
Gain
-7.16%
Profit
-$20.98M
Win %
77%
BSX Boston Scientific Corporation
+2.85%
+$46,443.6 
AXP American Express Company
+2.83%
+$45,638.95 
AJG Arthur J. Gallagher & Co.
+2.26%
+$5,047.77 
MCD McDonald's Corporation
+2.23%
+$13,616.62 
GE General Electric Company
+2.23%
+$138,900.58 
MLM Martin Marietta Materials, Inc.
+2.22%
+$43,306.19 
WMT Walmart Inc.
+2.07%
+$54,280.24 
SYK Stryker Corporation
+1.97%
+$23,253.67 
MSFT Microsoft Corp.
+1.94%
+$142,745.81 
V Visa Inc. Class A
+1.91%
+$68,626.63 
DAL Delta Air Lines, Inc.
+1.89%
+$64,659.29 
LOW Lowe's Companies Inc.
+1.88%
+$4,609.89 
COST Costco Wholesale Corporation
+1.77%
+$78,695.11 
MSI Motorola Solutions, Inc.
+1.43%
+$27,832.19 
TJX The TJX Companies, Inc.
+1.4%
+$35,832.24 
AAPL Apple Inc.
+1.17%
+$113,455.74 
LHX L3Harris Technologies, Inc.
+1.09%
+$4,453.75 
MCK McKesson Corporation
+1.09%
+$27,690.62 
JNJ Johnson & Johnson
+0.97%
+$10,029.19 
JPM JPMorgan Chase & Co.
+0.85%
+$42,565.78 
CINF Cincinnati Financial Corporation
+0.78%
+$2,115.8 
C Citigroup Inc.
+0.7%
+$36,638.08 
BLK BlackRock, Inc.
+0.61%
+$5,628.87 
DHI D.R. Horton, Inc.
+0.61%
+$4,892.38 
PSX Phillips 66
+0.51%
+$1,707.3 
AVGO Broadcom Inc.
+0.34%
+$50,648.91 
KLAC KLA Corporation
+0.16%
+$221.11 
BAC Bank of America Corporation
+0.13%
+$1,826.5 
LLY Eli Lilly and Company
+0.12%
+$10,766.79 
AMGN Amgen Inc.
+0.06%
+$1,378.24 
NVDA NVIDIA Corporation
+0.06%
+$11,053.16 
MS Morgan Stanley
+0.03%
+$1,209.36 
LIN Linde plc
+0.03%
+$649.51 
VOO Vanguard S&P 500 ETF
+0.03%
+$694.75 
RTX RTX Corporation
+0.02%
+$300.66 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$1,014.78 
GS The Goldman Sachs Group, Inc.
+0.02%
+$751.87 
AMLP Alerian MLP ETF
+0.02%
+$36.99 
MPC Marathon Petroleum Corporation
+0.01%
+$60.34 
HD The Home Depot, Inc.
+0.01%
+$268.62 
GOOGL Alphabet Inc
+0.01%
+$1,170.66 
BE Bloom Energy Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CLS Celestica Inc.
0%
$0 
COR Cencora, Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MEDP Medpace Holdings Inc.
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMD Advanced Micro Devices, Inc.
-5.17%
-$806,517.3 
MOD Modine Manufacturing Company
-4.71%
-$310,217.77 
WMB The Williams Companies, Inc.
-4.34%
-$9,398.88 
DVN Devon Energy Corporation
-4.17%
-$68,736.6 
VST Vistra Corp
-3.86%
-$68,959.8 
UNP Union Pacific Corporation
-2.61%
-$49,611.78 
MRVL Marvell Technology, Inc.
-2.6%
-$40,763.36 
DELL Dell Technologies Inc.
-2.5%
-$11,321.68 
MU Micron Technology, Inc.
-2.25%
-$595,525.29 
GLW Corning Incorporated
-2.24%
-$10,215.42 
GEV GE Vernova Inc.
-1.79%
-$218,123.64 
APD Air Products and Chemicals, Inc.
-1.78%
-$15,981.09 
CRWD CrowdStrike Holdings, Inc.
-1.73%
-$96,672.32 
TMUS T-Mobile US, Inc.
-1.6%
-$12,208.3 
CEG Constellation Energy Corporation
-1.59%
-$28,636.12 
EPD Enterprise Products Partners L.P.
-1.57%
-$9,339.71 
URI United Rentals, Inc.
-1.2%
-$21,203.95 
VRT Vertiv Holdings Co
-0.95%
-$44,711.84 
ABBV AbbVie Inc.
-0.94%
-$3,003.63 
UNH UnitedHealth Group Incorporated
-0.74%
-$16,925.95 
PNC The PNC Financial Services Group, Inc.
-0.54%
-$16,761.72 
DE Deere & Company
-0.5%
-$7,108.89 
LMT Lockheed Martin Corporation
-0.45%
-$3,613.97 
WM Waste Management, Inc.
-0.36%
-$861.05 
CB Chubb Limited
-0.23%
-$5,169.36 
META Meta Platforms Inc Class A
-0.22%
-$11,280.72 
CVX Chevron Corporation
-0.04%
-$678.97 
PG Procter & Gamble Co
-0.02%
-$449.67 
ULTA Ulta Beauty Inc.
-0.02%
-$419.4 
AMZN Amazon.com Inc
-0.02%
-$1,135.92 Events
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Dividends
Dividend Analysis
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| Trades 1166 | Longs Won 767/1166 65% | Profit Factor 16.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $570,473.91 |
| Average Win $204,667.14 | Best Trade (Jul 28) $8.2M | Sharpe Ratio -12.09 |
| Average Loss -$23,626.97 | Worst Trade (Jul 28) -$426,639.52 | Z-Score 12.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m | Expectancy $126,545.91 |
| 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 | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
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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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 $6.36M 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 - $253,608.86, The PNC Financial Services Group, Inc - $238,939.1, and Broadcom Inc - $209,817.63. 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.
