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:
37.95%
Gain -0.02%
Monthly
0.93%
Yearly
11.73%
Drawdown
12.08%
$144.81M
Equity
Holdings
$144.81M
Investment
$107.2M
$55.88M
Profit -$44,457.41
Realized
$17.87M
Unrealized
$38.02M
Dividends
$9.86M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$44,457.41
Win %
70%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$44,457.41
Win %
70%
This Month
Compared to last month
Gain
1.01%
Profit
$1.46M
Win %
70%
This Year
Compared to last year
Gain
-2.66%
Profit
-$3.53M
Win %
72%
CME CME Group Inc.
+2.8%
+$46,848.9 
NDAQ Nasdaq, Inc.
+2.58%
+$70,356.16 
JPM JPMorgan Chase & Co.
+2.31%
+$70,716.63 
USB U.S. Bancorp
+2.27%
+$39,007.87 
AXP American Express Company
+2.18%
+$63,022.6 
PM Philip Morris International Inc.
+1.95%
+$63,321.14 
TFC Truist Financial Corporation
+1.93%
+$29,940.96 
KMI Kinder Morgan, Inc.
+1.85%
+$12,150.42 
MTB M&T Bank Corporation
+1.78%
+$4,770.5 
ADM Archer-Daniels-Midland Co
+1.7%
+$20,617.24 
WFC Wells Fargo & Company
+1.63%
+$40,366.16 
CRH CRH plc
+1.57%
+$16,985.1 
BNS Bank of Nova Scotia
+1.57%
+$7,144.8 
BAC Bank of America Corporation
+1.56%
+$4,179.6 
OKE ONEOK, Inc.
+1.56%
+$12,008.21 
BTI British American Tobacco p.l.c. ADR
+1.51%
+$21,767.58 
WPC W. P. Carey Inc.
+1.5%
+$15,884.41 
GPC Genuine Parts Company
+1.46%
+$19,942.16 
ADC Agree Realty Corporation
+1.4%
+$11,436.6 
PAYX Paychex Inc.
+1.37%
+$12,652.08 
MCO Moody's Corporation
+1.36%
+$33,876.54 
SPGI S&P Global Inc.
+1.35%
+$5,664.69 
O Realty Income Corporation
+1.31%
+$20,254.86 
LAMR Lamar Advertising Company
+1.31%
+$3,327.28 
AFG American Financial Group Inc.
+1.28%
+$13,314.4 
C Citigroup Inc.
+1.27%
+$6,774.24 
APD Air Products and Chemicals, Inc.
+1.26%
+$15,606.5 
ITW Illinois Tool Works Inc.
+1.17%
+$23,294.66 
ICE Intercontinental Exchange, Inc.
+1.11%
+$5,017.35 
JNJ Johnson & Johnson
+1.07%
+$28,239.72 
PLD Prologis Inc.
+1.05%
+$5,905.5 
V Visa Inc. Class A
+1.05%
+$30,958.46 
NNN NNN REIT, Inc.
+1.04%
+$5,433.6 
ORI Old Republic International Corp.
+0.94%
+$20,473.2 
ALL Allstate Corporation
+0.94%
+$3,040.56 
PPG PPG Industries Inc.
+0.93%
+$6,942.1 
FERG Ferguson Enterprises Inc
+0.9%
+$16,240.1 
PG Procter & Gamble Co
+0.86%
+$13,952.22 
PCAR PACCAR Inc.
+0.8%
+$23,428.56 
CVX Chevron Corporation
+0.75%
+$6,659.8 
MO Altria Group, Inc.
+0.74%
+$14,749.37 
UNH UnitedHealth Group Incorporated
+0.73%
+$19,385.19 
AOS A. O. Smith Corporation
+0.72%
+$5,985.84 
MA Mastercard Incorporated
+0.71%
+$20,625.68 
PYPL PayPal Holdings Inc
+0.7%
+$1,824.1 
MPLX MPLX LP
+0.67%
+$16,313.4 
FNF Fidelity National Financial, Inc.
+0.65%
+$8,363.8 
MAA Mid-America Apartment Communities, Inc.
+0.6%
+$3,978.19 
CNI Canadian National Railway Company
+0.6%
+$2,316.73 
SWK Stanley Black & Decker Inc.
+0.59%
+$4,577.58 
GOOGL Alphabet Inc
+0.53%
+$1,394.3 
GOOG Alphabet Inc
+0.45%
+$40,404.55 
CINF Cincinnati Financial Corporation
+0.42%
+$8,179.2 
AGM Federal Agricultural Mortgage Corporation
+0.41%
+$5,878.56 
GD General Dynamics Corporation
+0.38%
+$5,391.04 
SLB Schlumberger Limited
+0.32%
+$979.74 
XOM Exxon Mobil Corporation
+0.28%
+$1,630.12 
MMM 3M Company
+0.26%
+$3,639.98 
ADP Automatic Data Processing Inc.
+0.2%
+$2,196.04 
TRV The Travelers Companies, Inc.
+0.18%
+$8,429.12 
GWW W.W. Grainger, Inc.
+0.14%
+$1,489.8 
RY Royal Bank of Canada
+0.14%
+$4,377.78 
CCI Crown Castle Inc.
+0.13%
+$1,850.04 
MSFT Microsoft Corp.
+0.1%
+$5,387.6 
MUSA Murphy USA Inc.
+0.07%
+$869.86 
ENB Enbridge Inc.
+0.07%
+$1,306.32 
CB Chubb Limited
+0.06%
+$967.89 
CNHI CNH Industrial N.V.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FLG
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ADBE Adobe Inc.
-6.75%
-$42,196.9 
CRCL Circle Internet Group, Inc.
-5.8%
-$41,730.48 
CASY Casey's General Stores Inc.
-2.31%
-$35,346.08 
LHX L3Harris Technologies, Inc.
-1.4%
-$18,185.76 
AMZN Amazon.com Inc
-1.23%
-$24,047.04 
BA Boeing Company
-1.16%
-$20,402.62 
AMT American Tower Corporation
-1.12%
-$12,462.63 
WSO Watsco Inc.
-1.01%
-$28,231.65 
CPRT Copart Inc.
-1%
-$4,086.42 
LEG Leggett & Platt, Inc.
-0.7%
-$1,718.4 
WRB-PH W.R. Berkley Corporation 4.125%
-0.52%
-$2,325.44 
UPS United Parcel Service, Inc.
-0.51%
-$4,467.65 
HAL Halliburton Company
-0.4%
-$1,475.2 
RTX RTX Corporation
-0.37%
-$5,879.96 
SLG SL Green Realty Corp.
-0.31%
-$4,638.56 
META Meta Platforms Inc Class A
-0.26%
-$11,328.85 
MDT Medtronic plc
-0.16%
-$710.58 
EPD Enterprise Products Partners L.P.
-0.08%
-$2,428.77 
INTU Intuit Inc.
-0.07%
-$288.72 
PAG Penske Automotive Group Inc.
-0.03%
-$1,639.56 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1034 | Longs Won 723/1034 69% | Profit Factor 11.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $290,100.84 |
| Average Win $84,212.81 | Best Trade (Jun 14) $5.54M | Sharpe Ratio -23.12 |
| Average Loss -$17,617.95 | Worst Trade (Jun 14) -$801,821.06 | Z-Score 7.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w | Expectancy $54,045.79 |
| 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 | 8,197 | 7,377 | 6,557 | 5,738 | 4,918 | 4,098 | 3,279 | 2,459 | 1,639 | 820 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
