CS
Cheryl Smith Portfolio
Invests via DB Fitzpatrick & Co Inc. | Managed by Casey Macomb
Invests via DB Fitzpatrick & Co Inc.
Managed by Casey Macomb
Automatically Tracked
Cheryl Smith Profile
With a robust background in consumer goods and brand management, Cheryl Smith has carved out a reputation as an influential leader in the industry. Over her extensive career, she has directed innovative marketing strategies that not only increased market share but also resonated with evolving consumer preferences. As the former Chief Marketing Officer of a major multinational corporation, her strategic insights contributed significantly to brand rejuvenation initiatives and revenue growth trajectories. Additionally, Smith's experience working closely with cross-functional teams equips her to drive organizational alignment towards shared goals effectively. Her presence in boardrooms signals an important bridge between operational excellence and market foresight.
With a robust background in consumer goods and brand management, Cheryl Smith has carved out a reputation as an influential leader in the industry. Over her extensive career, she has directed innovative marketing strategies that not only increased market share but also resonated with evolving consumer preferences. As the former Chief Marketing Officer of a major multinational corporation, her strategic insights contributed significantly to brand rejuvenation initiatives and revenue growth trajectories. Additionally, Smith's experience working closely with cross-functional teams equips her to drive organizational alignment towards shared goals effectively. Her presence in boardrooms signals an important bridge between operational excellence and market foresight.
Investment Philosophy & Strategy
The consumer landscape is ever-evolving, and Cheryl Smith approaches investment decisions with a keen understanding of market dynamics. Leveraging her rich experience in brand management, she identifies opportunities that capitalize on shifting consumer behaviors and preferences. Her operational expertise allows for strategic allocation of resources towards businesses that demonstrate strong growth potential and sustainable competitive advantages. With a focus on innovation-driven companies, she seeks out investments poised for disruption while maintaining an eye on the larger economic environment. This combination of deep industry insight and entrepreneurial spirit empowers her to navigate complex markets effectively.
The consumer landscape is ever-evolving, and Cheryl Smith approaches investment decisions with a keen understanding of market dynamics. Leveraging her rich experience in brand management, she identifies opportunities that capitalize on shifting consumer behaviors and preferences. Her operational expertise allows for strategic allocation of resources towards businesses that demonstrate strong growth potential and sustainable competitive advantages. With a focus on innovation-driven companies, she seeks out investments poised for disruption while maintaining an eye on the larger economic environment. This combination of deep industry insight and entrepreneurial spirit empowers her to navigate complex markets effectively.
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:
28.13%
Gain +0.28%
Monthly
0.07%
Yearly
0.79%
Drawdown
23.62%
$103.18M
Equity
Holdings
$103.18M
Investment
$95.35M
$5.93M
Profit +$304,599
Realized
-$1.91M
Unrealized
$7.83M
Dividends
$8.76M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$304,599
Win %
69%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$9,685.99
Win %
69%
This Month
Compared to last month
Gain
-0.17%
Profit
-$171,501.12
Win %
69%
This Year
Compared to last year
Gain
0.54%
Profit
$758,835.35
Win %
71%
ROKU Roku, Inc.
+20.08%
+$648.54 
INTC Intel Corporation
+6.51%
+$1,187.16 
CRWV CoreWeave, Inc.
+5.02%
+$129.87 
PWR Quanta Services Inc.
+3.7%
+$121,649.78 
MOH Molina Healthcare Inc.
+3.7%
+$57.12 
AUR Aurora Innovation, Inc.
+2.68%
+$20.8 
CNC Centene Corporation
+2.61%
+$49.8 
LEU Centrus Energy Corp.
+2.5%
+$262.02 
HSBC HSBC Holdings plc Sponsored ADR
+2.13%
+$231.6 
SYK Stryker Corporation
+2.09%
+$32,225.38 
TTD The Trade Desk, Inc. Class A
+2.01%
+$19 
TMUS T-Mobile US, Inc.
+1.76%
+$9.84 
VRT Vertiv Holdings Co
+1.64%
+$29.34 
GLW Corning Incorporated
+1.62%
+$22,625.46 
HUBB Hubbell Inc.
+1.61%
+$21,170.2 
UNP Union Pacific Corporation
+1.58%
+$51 
DE Deere & Company
+1.55%
+$19,315.4 
DAL Delta Air Lines, Inc.
+1.5%
+$12.3 
AWK American Water Works Company, Inc.
+1.5%
+$63.24 
CAT Caterpillar Inc.
+1.49%
+$1,173.04 
SAIL SailPoint, Inc.
+1.39%
+$11 
APD Air Products and Chemicals, Inc.
+1.26%
+$20,317.5 
AFL Aflac Inc.
+1.17%
+$14,539.76 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$99.55 
V Visa Inc. Class A
+1.03%
+$14,460.57 
IWD iShares Russell 1000 Value ETF
+1.01%
+$1,795.64 
VTV Vanguard Value ETF
+0.94%
+$6,633.89 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.94%
+$26.22 
IWM iShares Russell 2000 ETF
+0.9%
+$1,461.96 
VLTO Veralto Corporation
+0.88%
+$11,096.73 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$7,023.54 
RSG Republic Services, Inc.
+0.86%
+$21,275.94 
ED Consolidated Edison, Inc.
+0.84%
+$199.8 
MSCI MSCI Inc.
+0.79%
+$11,864.26 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$14,543.88 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.76%
+$0.31 
SBUX Starbucks Corporation
+0.74%
+$11,574.04 
CVX Chevron Corporation
+0.74%
+$10,649.01 
UNH UnitedHealth Group Incorporated
+0.72%
+$15,487.92 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$153.9 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$5.97 
ECL Ecolab Inc.
+0.65%
+$6,807.51 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$40.4 
CMI Cummins Inc.
+0.59%
+$3,809.82 
IVV iShares Core S&P 500 ETF
+0.58%
+$103.2 
VOO Vanguard S&P 500 ETF
+0.58%
+$26,543.36 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,423.38 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$40.6 
SCHK Schwab 1000 Index ETF
+0.48%
+$40.12 
VT Vanguard Total World Stock ETF
+0.46%
+$2,736 
GOOG Alphabet Inc
+0.45%
+$2,947.18 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$5.72 
ACWI iShares MSCI ACWI ETF
+0.41%
+$147.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,065.35 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$2,233.44 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$3.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$11,280 
AMGN Amgen Inc.
+0.32%
+$4,334.28 
EFA iShares MSCI EAFE ETF
+0.31%
+$1,689.92 
WM Waste Management, Inc.
+0.31%
+$3,443.13 
SCHF Schwab International Equity ETF
+0.29%
+$16.96 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$2.88 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$9.35 
SHW The Sherwin-Williams Company
+0.13%
+$1,724.52 
CB Chubb Limited
+0.1%
+$1,662.94 
MSFT Microsoft Corp.
+0.1%
+$42 
SPHY SPDR Portfolio High Yield Bond ETF
+0.09%
+$20.08 
PANW Palo Alto Networks, Inc.
+0.03%
+$637.02 
08862E109
0%
$0 
11135F101
0%
$0 
22788C105
0%
$0 
28176E108
0%
$0 
34959E109
0%
$0 
76954A103
0%
$0 
78462F103
0%
$0 
79466L302
0%
$0 
88160R101
0%
$0 
88579Y101
0%
$0 
92206C599
0%
$0 
98980G102
0%
$0 
ANTM Anthem Inc
0%
$0 
G29183103
0%
$0 
G3323L100
0%
$0 
H2906T109
0%
$0 
SQ Block, Inc.
0%
$0 
PINS Pinterest, Inc. Class A
-6.02%
-$58.27 
ADSK Autodesk, Inc.
-3.47%
-$24,747.24 
LMT Lockheed Martin Corporation
-1.53%
-$17,387.28 
MU Micron Technology, Inc.
-1.43%
-$85.56 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$24,323.88 
LYFT Lyft Inc.
-1.24%
-$9.35 
NFLX Netflix, Inc.
-1.14%
-$26.97 
BA Boeing Company
-1.12%
-$19,481.76 
OPEN Opendoor Technologies Inc.
-0.67%
-$26.7 
SOFI SoFi Technologies, Inc.
-0.54%
-$1.8 
SNPS Synopsys, Inc.
-0.53%
-$7,809.6 
UPS United Parcel Service, Inc.
-0.52%
-$72.89 
SOLV Solventum Corporation
-0.43%
-$13.98 
DHR Danaher Corporation
-0.35%
-$6,821.01 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$2.88 
MBB iShares MBS ETF
-0.15%
-$3,392.2 
IMSR Terrestrial Energy Inc.
-0.14%
-$1.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$49,479.56 
INTU Intuit Inc.
-0.07%
-$644.76 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$257.72 
ORCL Oracle Corporation
-0.01%
-$0.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1252 | Longs Won 726/1252 57% | Profit Factor 1.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $135,958.98 |
| Average Win $35,447.24 | Best Trade (Jun 12) $1.72M | Sharpe Ratio -367.15 |
| Average Loss -$37,656.17 | Worst Trade (Jun 10) -$2.69M | Z-Score -3.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 5d | Expectancy $4,734.46 |
| 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% | 0.38% |
| Consecutive Losing Trades | 2,740 | 2,466 | 2,192 | 1,918 | 1,644 | 1,370 | 1,096 | 822 | 548 | 274 |
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
