LK
Lenny Kisin Portfolio
Invests via Applied Capital LLC/FL | Managed by Lenny Kisin
Invests via Applied Capital LLC/FL
Managed by Lenny Kisin
Automatically Tracked
Lenny Kisin Profile
Lenny Kisin has built a robust profile in the financial landscape through entrepreneurial ventures and operational leadership. With a background in strategic finance, he brings insightful expertise to the intersection of technology and capital markets. Kisin's focus on innovation positions him uniquely as an investor-operator within emerging sectors, enhancing value for his ventures while identifying high-growth opportunities. His adept understanding of market dynamics equips him to navigate complex environments effectively. As a driving force behind several successful initiatives, his contributions have made substantial impacts across industries.
Lenny Kisin has built a robust profile in the financial landscape through entrepreneurial ventures and operational leadership. With a background in strategic finance, he brings insightful expertise to the intersection of technology and capital markets. Kisin's focus on innovation positions him uniquely as an investor-operator within emerging sectors, enhancing value for his ventures while identifying high-growth opportunities. His adept understanding of market dynamics equips him to navigate complex environments effectively. As a driving force behind several successful initiatives, his contributions have made substantial impacts across industries.
Investment Philosophy & Strategy
Innovation and operational excellence guide Lenny Kisin's investment perspective, as he leverages his extensive experience in strategic finance. A strong entrepreneur at heart, he seeks to unlock value by aligning capital deployment with high-growth potential in technology-driven markets. Through a nuanced understanding of competitive landscapes, the investor identifies trends that resonate with shifting consumer demands and market transformations. This proactive approach not only amplifies returns but also fosters an ecosystem for sustainable business practices across emerging sectors.
Innovation and operational excellence guide Lenny Kisin's investment perspective, as he leverages his extensive experience in strategic finance. A strong entrepreneur at heart, he seeks to unlock value by aligning capital deployment with high-growth potential in technology-driven markets. Through a nuanced understanding of competitive landscapes, the investor identifies trends that resonate with shifting consumer demands and market transformations. This proactive approach not only amplifies returns but also fosters an ecosystem for sustainable business practices across emerging sectors.
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:
50.54%
Gain -0.14%
Monthly
1.22%
Yearly
15.71%
Drawdown
14.75%
$156.79M
Equity
Holdings
$156.79M
Investment
$109.15M
$65.47M
Profit -$312,335.06
Realized
$17.83M
Unrealized
$47.64M
Dividends
$10.41M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$312,335.06
Win %
79%
This Week
Compared To Last Week
Gain
2.5%
Profit
$3.82M
Win %
79%
This Month
Compared to last month
Gain
5.92%
Profit
$8.77M
Win %
79%
This Year
Compared to last year
Gain
5.87%
Profit
$8.69M
Win %
80%
MMM 3M Company
+9.92%
+$140,183.62 
CRCL Circle Internet Group, Inc.
+7.92%
+$45,068.02 
C Citigroup Inc.
+2.59%
+$12,817.17 
UNH UnitedHealth Group Incorporated
+2.56%
+$70,403.49 
UPS United Parcel Service, Inc.
+2.44%
+$22,080 
SLG SL Green Realty Corp.
+1.5%
+$23,780.4 
XOM Exxon Mobil Corporation
+1.4%
+$8,372 
ADM Archer-Daniels-Midland Co
+1.36%
+$17,808.19 
RTX RTX Corporation
+1.26%
+$20,855.22 
APD Air Products and Chemicals, Inc.
+1.25%
+$16,520.6 
PCAR PACCAR Inc.
+1.13%
+$35,046.32 
JPM JPMorgan Chase & Co.
+1.12%
+$37,080.94 
BAC Bank of America Corporation
+0.89%
+$2,707.1 
WFC Wells Fargo & Company
+0.8%
+$20,419.86 
PLD Prologis Inc.
+0.77%
+$4,343.4 
GD General Dynamics Corporation
+0.75%
+$11,003.33 
JNJ Johnson & Johnson
+0.57%
+$15,654.15 
BA Boeing Company
+0.47%
+$7,709.26 
WRB W.R. Berkley Corporation
+0.41%
+$8,576.53 
META Meta Platforms Inc Class A
+0.22%
+$11,193 
SWK Stanley Black & Decker Inc.
+0.2%
+$1,675.97 
CVX Chevron Corporation
+0.19%
+$1,736.31 
ITW Illinois Tool Works Inc.
+0.18%
+$3,823.96 
CB Chubb Limited
+0.12%
+$1,935.83 
BMO Bank of Montreal
+0.12%
+$255.15 
MAA Mid-America Apartment Communities, Inc.
+0.09%
+$599.12 
PPG PPG Industries Inc.
+0.02%
+$124.56 
BNS Bank of Nova Scotia
+0.01%
+$53.96 
LHX L3Harris Technologies, Inc.
0%
+$20.61 
CDNMF EGR Exploration Ltd.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
PAG Penske Automotive Group Inc.
0%
$0 
GPC Genuine Parts Company
-7.51%
-$124,680.73 
SPGI S&P Global Inc.
-2.34%
-$10,673.4 
ADBE Adobe Inc.
-1.79%
-$14,835.24 
MCO Moody's Corporation
-1.72%
-$48,708.06 
MO Altria Group, Inc.
-1.56%
-$32,423.12 
PYPL PayPal Holdings Inc
-1.45%
-$5,189.25 
CME CME Group Inc.
-1.37%
-$22,723.05 
WSO Watsco Inc.
-1.34%
-$36,183.2 
FERG Ferguson Enterprises Inc
-1.29%
-$23,449.12 
CPRT Copart Inc.
-1.29%
-$4,644.11 
ADP Automatic Data Processing Inc.
-1.28%
-$16,320.57 
OKE ONEOK, Inc.
-1.25%
-$11,362.25 
PM Philip Morris International Inc.
-1.11%
-$38,445.1 
PG Procter & Gamble Co
-1.09%
-$17,806.12 
CRH CRH plc
-1.08%
-$11,066.05 
KMI Kinder Morgan, Inc.
-1.06%
-$7,227.4 
NDAQ Nasdaq, Inc.
-1.06%
-$30,466.73 
GWW W.W. Grainger, Inc.
-1.05%
-$11,263.2 
FLG Flagstar Bank, National Association
-1.04%
-$1,999.5 
CCI Crown Castle Inc.
-1.04%
-$12,599.08 
AMT American Tower Corporation
-1.02%
-$10,028.3 
AMZN Amazon.com Inc
-0.98%
-$20,354.4 
BTI British American Tobacco p.l.c. ADR
-0.94%
-$13,809.54 
BDX Becton, Dickinson and Company
-0.91%
-$4,603.65 
CINF Cincinnati Financial Corporation
-0.9%
-$18,592.13 
ALL Allstate Corporation
-0.86%
-$3,232.44 
PAYX Paychex Inc.
-0.85%
-$9,128.7 
LEG Leggett & Platt, Inc.
-0.84%
-$2,006.28 
ORI Old Republic International Corp.
-0.83%
-$20,548.5 
V Visa Inc. Class A
-0.78%
-$26,391.52 
TRV The Travelers Companies, Inc.
-0.73%
-$40,694.4 
GOOG Alphabet Inc
-0.72%
-$64,056.51 
MA Mastercard Incorporated
-0.72%
-$23,494.6 
GOOGL Alphabet Inc
-0.71%
-$1,814.05 
MTB M&T Bank Corporation
-0.7%
-$2,056.25 
MPLX MPLX LP
-0.7%
-$19,550 
ICE Intercontinental Exchange, Inc.
-0.7%
-$4,170.49 
LAMR Lamar Advertising Company
-0.65%
-$8,506.09 
FNF Fidelity National Financial, Inc.
-0.6%
-$8,529.63 
AFG American Financial Group Inc.
-0.6%
-$7,024.4 
FITB Fifth Third Bancorp
-0.57%
-$12,898.05 
MUSA Murphy USA Inc.
-0.51%
-$5,994.47 
MDT Medtronic plc
-0.5%
-$2,295.72 
YUMC Yum China Holdings Inc.
-0.49%
-$1,779.77 
TFC Truist Financial Corporation
-0.43%
-$6,668.64 
AOS A. O. Smith Corporation
-0.42%
-$3,430.49 
INTU Intuit Inc.
-0.41%
-$3,429.39 
O Realty Income Corporation
-0.38%
-$6,262.5 
ADC Agree Realty Corporation
-0.36%
-$3,158.68 
AXP American Express Company
-0.36%
-$11,428.2 
TD The Toronto-Dominion Bank
-0.32%
-$8,989.89 
MSFT Microsoft Corp.
-0.28%
-$15,197.01 
NNN NNN REIT, Inc.
-0.2%
-$1,136 
SYY Sysco Corporation
-0.2%
-$398.48 
WPC W. P. Carey Inc.
-0.2%
-$2,109.15 
USB U.S. Bancorp
-0.13%
-$2,366.16 
RY Royal Bank of Canada
-0.09%
-$3,080.66 
EPD Enterprise Products Partners L.P.
-0.08%
-$2,533.02 
AGM Federal Agricultural Mortgage Corporation
-0.07%
-$1,233.15 Events
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Dividends
Dividend Analysis
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| Trades 1097 | Longs Won 813/1097 74% | Profit Factor 14.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,165.43 |
| Average Win $86,561.35 | Best Trade (Jul 20) $5.47M | Sharpe Ratio -9.38 |
| Average Loss -$17,262.38 | Worst Trade (Jul 21) -$693,087.82 | Z-Score 10.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1d | Expectancy $59,682.65 |
| 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 | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
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 Lenny Kisin?
The largest contributions to the portfolio's profits come from the following stocks: Caterpillar Inc - $4.23M, Parker-Hannifin Corporation - $3.1M, Cummins Inc - $1.88M, Eaton Corporation plc - $1.49M, and QUALCOMM Incorporated - $1.27M. 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: Ferguson Enterprises Inc - $150,248.49, The Coca-Cola Company - $25,026.04, Leggett & Platt, Inc - $24,276.53, CNH Industrial N.V - $3,738.07, and Copart Inc - $3,154.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lenny Kisin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.41M earned over time. The largest contributors to dividend income include Altria Group, Inc - $420,072.6, Philip Morris International Inc - $378,282.78, Enterprise Products Partners L.P - $335,311.46, Penske Automotive Group Inc - $332,005.04, and PACCAR Inc - $329,507.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lenny Kisin's monthly returns?
Lenny Kisin's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lenny Kisin's strategy be considered aggressive or moderate?
Lenny Kisin'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 Lenny Kisin's strategy?
Lenny Kisin'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.
