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:
53.12%
Gain +0.76%
Monthly
1.16%
Yearly
14.78%
Drawdown
14.76%
$155.28M
Equity
Holdings
$155.28M
Investment
$109.15M
$63.92M
Profit +$1.1M
Realized
$17.79M
Unrealized
$46.13M
Dividends
$10.64M
Goals
Avg. 98.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.1M
Win %
77%
This Week
Compared To Last Week
Gain
0.71%
Profit
$1.1M
Win %
77%
This Month
Compared to last month
Gain
-0.08%
Profit
-$128,962.85
Win %
77%
This Year
Compared to last year
Gain
4.85%
Profit
$7.18M
Win %
78%
CRCL Circle Internet Group, Inc.
+7.62%
+$59,974.8 
INTU Intuit Inc.
+5.55%
+$50,204.46 
CPRT Copart Inc.
+5.51%
+$21,573.53 
ADBE Adobe Inc.
+4.59%
+$40,871.88 
BTI British American Tobacco p.l.c. ADR
+3.78%
+$48,918.54 
MDT Medtronic plc
+3.21%
+$15,933.39 
ADP Automatic Data Processing Inc.
+3.12%
+$41,724.76 
GOOGL Alphabet Inc
+3.08%
+$7,621.2 
GOOG Alphabet Inc
+2.97%
+$250,928.8 
META Meta Platforms Inc Class A
+2.91%
+$150,545.62 
BDX Becton, Dickinson and Company
+2.79%
+$16,194.4 
PAYX Paychex Inc.
+2.4%
+$25,895.7 
MO Altria Group, Inc.
+2.32%
+$44,529.6 
MSFT Microsoft Corp.
+2.27%
+$154,366.02 
UPS United Parcel Service, Inc.
+2.01%
+$16,160 
SPGI S&P Global Inc.
+1.85%
+$7,729.2 
ALL Allstate Corporation
+1.78%
+$6,664.14 
CME CME Group Inc.
+1.73%
+$32,388.76 
PM Philip Morris International Inc.
+1.7%
+$58,206.64 
LHX L3Harris Technologies, Inc.
+1.46%
+$14,801.57 
UNH UnitedHealth Group Incorporated
+1.32%
+$32,783.08 
CINF Cincinnati Financial Corporation
+1.21%
+$23,616 
YUMC Yum China Holdings Inc.
+1.16%
+$4,056.22 
AFG American Financial Group Inc.
+1.06%
+$12,396 
V Visa Inc. Class A
+1.05%
+$36,440.87 
MUSA Murphy USA Inc.
+0.96%
+$9,530.64 
WRB W.R. Berkley Corporation
+0.94%
+$19,188.18 
AXP American Express Company
+0.89%
+$26,121.6 
CB Chubb Limited
+0.85%
+$13,320.01 
ORI Old Republic International Corp.
+0.83%
+$19,961.4 
PYPL PayPal Holdings Inc
+0.71%
+$2,399.64 
TRV The Travelers Companies, Inc.
+0.7%
+$39,337.77 
MA Mastercard Incorporated
+0.61%
+$20,580.08 
ITW Illinois Tool Works Inc.
+0.58%
+$12,174.24 
SYY Sysco Corporation
+0.58%
+$1,159.2 
JNJ Johnson & Johnson
+0.58%
+$16,926.5 
PG Procter & Gamble Co
+0.52%
+$8,247.62 
PAG Penske Automotive Group Inc.
+0.5%
+$29,842.56 
CRH CRH plc
+0.42%
+$3,808.78 
MCO Moody's Corporation
+0.38%
+$10,224.76 
GD General Dynamics Corporation
+0.36%
+$5,028.64 
MAA Mid-America Apartment Communities, Inc.
+0.33%
+$1,965.13 
AOS A. O. Smith Corporation
+0.24%
+$1,960.28 
LAMR Lamar Advertising Company
+0.14%
+$1,716.75 
KMI Kinder Morgan, Inc.
+0.11%
+$733.22 
FNF Fidelity National Financial, Inc.
+0.09%
+$1,118.64 
NDAQ Nasdaq, Inc.
+0.06%
+$1,721.21 
ICE Intercontinental Exchange, Inc.
+0.03%
+$211.7 
PCAR PACCAR Inc.
+0.02%
+$498.88 
CDNMF EGR Exploration Ltd.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LEG Leggett & Platt, Inc.
0%
$0 
BAC Bank of America Corporation
-5.3%
-$16,824.5 
SLG SL Green Realty Corp.
-2%
-$33,167.4 
CCI Crown Castle Inc.
-1.97%
-$23,033.91 
WFC Wells Fargo & Company
-1.94%
-$51,789.5 
JPM JPMorgan Chase & Co.
-1.72%
-$59,994.04 
MMM 3M Company
-1.71%
-$25,035.96 
APD Air Products and Chemicals, Inc.
-1.56%
-$20,221.61 
C Citigroup Inc.
-1.47%
-$7,852 
MPLX MPLX LP
-1.39%
-$40,566.25 
RTX RTX Corporation
-1.32%
-$22,256.82 
AMZN Amazon.com Inc
-1.22%
-$26,033.74 
MTB M&T Bank Corporation
-1.07%
-$3,019.75 
FLG Flagstar Bank, National Association
-1.02%
-$1,741.5 
CVX Chevron Corporation
-0.94%
-$9,561.56 
XOM Exxon Mobil Corporation
-0.85%
-$5,715.54 
WSO Watsco Inc.
-0.84%
-$19,185.85 
GPC Genuine Parts Company
-0.83%
-$15,059.23 
FITB Fifth Third Bancorp
-0.63%
-$13,484.33 
PLD Prologis Inc.
-0.57%
-$2,933.7 
TFC Truist Financial Corporation
-0.54%
-$8,184.24 
AMT American Tower Corporation
-0.49%
-$5,191.12 
ADC Agree Realty Corporation
-0.48%
-$3,703.28 
AGM Federal Agricultural Mortgage Corporation
-0.47%
-$8,796.47 
FERG Ferguson Enterprises Inc
-0.46%
-$8,159.66 
RY Royal Bank of Canada
-0.46%
-$15,241 
USB U.S. Bancorp
-0.37%
-$6,950.6 
BMO Bank of Montreal
-0.37%
-$789.75 
O Realty Income Corporation
-0.37%
-$5,511 
NNN NNN REIT, Inc.
-0.35%
-$1,760.8 
GWW W.W. Grainger, Inc.
-0.31%
-$3,081 
EPD Enterprise Products Partners L.P.
-0.31%
-$10,132.08 
BNS Bank of Nova Scotia
-0.25%
-$1,268.06 
ADM Archer-Daniels-Midland Co
-0.25%
-$3,286.49 
SWK Stanley Black & Decker Inc.
-0.25%
-$2,106.94 
BA Boeing Company
-0.23%
-$3,796.52 
TD The Toronto-Dominion Bank
-0.19%
-$5,416.98 
PPG PPG Industries Inc.
-0.16%
-$1,027.62 
OKE ONEOK, Inc.
-0.12%
-$1,170.36 
WPC W. P. Carey Inc.
-0.01%
-$140.61 Events
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Dividends
Dividend Analysis
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| Trades 1097 | Longs Won 806/1097 73% | Profit Factor 12.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $312,399.78 |
| Average Win $86,000.59 | Best Trade (Aug 02) $5.5M | Sharpe Ratio -10.51 |
| Average Loss -$18,554.73 | Worst Trade (Sep 11) -$622,047.65 | Z-Score 9.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w | Expectancy $58,265.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADBE Adobe Inc. | 3,528 | $1.14M | $930,739.32 | - | -$208,272.9 | -18.29% | +4.593% |
| ADC Agree Realty Corporation | 10,892 | $688,896.61 | $772,133.88 | - | $83,237.27 | 12.08% | -0.477% |
| ADM Archer-Daniels-Midland Co | 15,286 | $751,645.72 | $1.32M | - | $570,669.71 | 75.92% | -0.248% |
| ADP Automatic Data Processing Inc. | 4,991 | $1.19M | $1.38M | - | $185,963.65 | 15.57% | +3.116% |
| AFG American Financial Group Inc. | 8,264 | $1.1M | $1.19M | - | $88,757.59 | 8.09% | +1.057% |
| AGM Federal Agricultural Mortgage Corporation | 8,221 | $1.53M | $1.85M | - | $316,742.43 | 20.72% | -0.474% |
| ALL Allstate Corporation | 1,476 | $201,305.31 | $381,140.1 | - | $179,834.79 | 89.33% | +1.78% |
| AMT American Tower Corporation | 5,899 | $1.18M | $1.04M | - | -$135,080.82 | -11.46% | -0.495% |
| AMZN Amazon.com Inc | 8,291 | $1.86M | $2.1M | - | $238,885.01 | 12.82% | -1.223% |
| AOS A. O. Smith Corporation | 14,002 | $801,635.49 | $805,535.06 | - | $3,899.57 | 0.49% | +0.244% |
| APD Air Products and Chemicals, Inc. | 4,459 | $1.2M | $1.28M | - | $81,773.93 | 6.83% | -1.556% |
| AXP American Express Company | 9,070 | $1.37M | $2.97M | - | $1.6M | 116.62% | +0.887% |
| BA Boeing Company | 7,748 | $1.48M | $1.63M | - | $150,611.91 | 10.2% | -0.233% |
| BAC Bank of America Corporation | 5,060 | $225,184.52 | $300,386.9 | - | $75,202.38 | 33.4% | -5.304% |
| BDX Becton, Dickinson and Company | 3,265 | $494,092 | $596,874.65 | - | $102,782.65 | 20.8% | +2.789% |
| BMO Bank of Montreal | 1,215 | $214,691 | $211,689.45 | - | -$3,001.55 | -1.4% | -0.372% |
| BNS Bank of Nova Scotia | 5,396 | $266,510.69 | $502,988.14 | - | $236,477.45 | 88.73% | -0.251% |
| BTI British American Tobacco p.l.c. ADR | 23,406 | $878,414.81 | $1.34M | - | $463,451.17 | 52.76% | +3.783% |
| C Citigroup Inc. | 3,849 | $198,112.62 | $526,466.22 | - | $328,353.6 | 165.74% | -1.47% |
| CB Chubb Limited | 4,609 | $1.06M | $1.57M | - | $516,732.58 | 48.95% | +0.854% |
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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 - $94,896.75, International Business Machines Corporation - $79,690.32, CRH plc - $39,844.97, Leggett & Platt, Inc - $32,920.57, and Safety Insurance Group Inc - $24,521.92. 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 $10.64M earned over time. The largest contributors to dividend income include Altria Group, Inc - $393,924.46, Enterprise Products Partners L.P - $382,594.5, Penske Automotive Group Inc - $371,795.12, Philip Morris International Inc - $329,315.59, and PACCAR Inc - $308,744.03. 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.
