DWY
David W. Young III Portfolio
Invests via Clarion Wealth Managment Partners LLC | Managed by David W. Young III
Invests via Clarion Wealth Managment Partners LLC
Managed by David W. Young III
Automatically Tracked
Seasoned investor and operator with multi-decade experience advising and leading growth-oriented companies in technology, healthcare and industrials, focusing on operational improvement, M&A and value creation for private equity and family office portfolios. David W. Young III serves as an active board member and strategic adviser, combining corporate finance expertise with hands-on operating leadership to drive mid-market buyouts and cross-border expansions.
Seasoned investor and operator with multi-decade experience advising and leading growth-oriented companies in technology, healthcare and industrials, focusing on operational improvement, M&A and value creation for private equity and family office portfolios. David W. Young III serves as an active board member and strategic adviser, combining corporate finance expertise with hands-on operating leadership to drive mid-market buyouts and cross-border expansions.
Investment Philosophy & Strategy
Combines hands-on operating leadership with disciplined capital allocation to pursue value creation in tech, healthcare and industrials. Favors controlling or influential stakes in mid-market buyouts and growth carve-outs where operational improvement, strategic M&A and cross-border expansion can accelerate returns. Prefers multi-year, active ownership horizons, rigorous due diligence and KPI-driven turnarounds to de-risk execution. Investment decisions emphasize cash-flow visibility, scalable operating levers, aligned management incentives and pragmatic exit planning to balance growth orientation with downside protection.
Combines hands-on operating leadership with disciplined capital allocation to pursue value creation in tech, healthcare and industrials. Favors controlling or influential stakes in mid-market buyouts and growth carve-outs where operational improvement, strategic M&A and cross-border expansion can accelerate returns. Prefers multi-year, active ownership horizons, rigorous due diligence and KPI-driven turnarounds to de-risk execution. Investment decisions emphasize cash-flow visibility, scalable operating levers, aligned management incentives and pragmatic exit planning to balance growth orientation with downside protection.
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:
15.86%
Gain -0.7%
Monthly
1.33%
Yearly
15.86%
Drawdown
8.09%
$115.1M
Equity
Holdings
$115.1M
Investment
$98.87M
$16.92M
Profit -$871,118.92
Realized
$690,355.58
Unrealized
$16.23M
Dividends
$1.38M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$871,118.92
Win %
67%
This Week
Compared To Last Week
Gain
-1.18%
Profit
-$1.37M
Win %
67%
This Month
Compared to last month
Gain
-1.18%
Profit
-$1.37M
Win %
67%
This Year
Compared to last year
Gain
6.77%
Profit
$7.3M
Win %
67%
WMT Walmart Inc.
+3.43%
+$12,202.6 
LIN Linde plc
+2.35%
+$7,847.18 
XOM Exxon Mobil Corporation
+2.11%
+$32,293.9 
CAT Caterpillar Inc.
+1.83%
+$21,229.68 
MO Altria Group, Inc.
+1.68%
+$9,244.04 
PWR Quanta Services Inc.
+1.4%
+$8,595.6 
CHRW C.H. Robinson Worldwide, Inc.
+1.24%
+$5,523.36 
SHW The Sherwin-Williams Company
+1.23%
+$2,346.5 
CVX Chevron Corporation
+1.19%
+$5,835.17 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$6,761.26 
COST Costco Wholesale Corporation
+0.79%
+$10,720.08 
ABBV AbbVie Inc.
+0.78%
+$5,602.88 
TPR Tapestry Inc.
+0.72%
+$15,191 
LOW Lowe's Companies Inc.
+0.5%
+$1,336.39 
HD The Home Depot, Inc.
+0.48%
+$7,997.95 
KO The Coca-Cola Company
+0.48%
+$1,517.25 
AHR American Healthcare REIT, Inc.
+0.45%
+$31,462.62 
JNJ Johnson & Johnson
+0.31%
+$5,446.7 
ABT Abbott Laboratories
+0.06%
+$103.73 
TSLA Tesla, Inc.
0%
+$21.94 
DUK Duke Energy Corporation
0%
$0 
FSSL
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
QQQN VictoryShares Nasdaq Next 50 ETF
0%
$0 
VONV Vanguard Russell 1000 Value Index Fund
0%
$0 
IBM International Business Machines Corporation
-7.1%
-$19,428.78 
PLTR Palantir Technologies Inc.
-6.53%
-$20,167.83 
ORCL Oracle Corporation
-5.76%
-$50,181.12 
T AT&T Inc.
-4.38%
-$18,091.08 
NVDA NVIDIA Corporation
-3.55%
-$58,449.6 
MSFT Microsoft Corp.
-3.11%
-$59,462.48 
SLV iShares Silver Trust
-2.61%
-$10,525.75 
AMZN Amazon.com Inc
-2.53%
-$56,238 
NFLX Netflix, Inc.
-2.17%
-$6,280.7 
LDOS Leidos Holdings Inc.
-1.96%
-$4,915.26 
PPG PPG Industries Inc.
-1.96%
-$12,144.58 
DIS The Walt Disney Company
-1.92%
-$4,026.15 
AAPL Apple Inc.
-1.57%
-$159,438.5 
D Dominion Energy, Inc.
-1.5%
-$13,656 
VWO Vanguard FTSE Emerging Markets ETF
-1.41%
-$15,000.12 
IWO iShares Russell 2000 Growth ETF
-1.38%
-$18,194.91 
IWN iShares Russell 2000 Value ETF
-1.36%
-$16,115.48 
IWF iShares Russell 1000 Growth ETF
-1.35%
-$66,951 
VONG Vanguard Russell 1000 Growth Fund
-1.32%
-$30,926.76 
VUG Vanguard Growth ETF
-1.25%
-$10,766.25 
NEE NextEra Energy, Inc.
-1.24%
-$3,108.74 
V Visa Inc. Class A
-1.16%
-$15,754.08 
MGK Vanguard Mega Cap Growth ETF
-1.16%
-$4,727.6 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.12%
-$5,527.52 
MCD McDonald's Corporation
-1.07%
-$4,472.58 
IWP iShares Russell Mid-Cap Growth ETF
-1.06%
-$17,967.55 
GEV GE Vernova Inc.
-1.04%
-$7,537.5 
IAU iShares Gold Trust
-0.98%
-$14,672.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.93%
-$33,780.06 
RTX RTX Corporation
-0.91%
-$5,240.89 
AVDE Avantis International Equity ETF
-0.89%
-$68,639.3 
GE General Electric Company
-0.87%
-$8,582.75 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.86%
-$2,694.55 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.85%
-$108,426.4 
GOOGL Alphabet Inc
-0.79%
-$6,020.3 
PFE Pfizer Inc.
-0.76%
-$2,252.84 
GOOG Alphabet Inc
-0.76%
-$6,531.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$8,738.28 
SPY SPDR S&P 500 ETF Trust
-0.73%
-$9,816.88 
VOO Vanguard S&P 500 ETF
-0.71%
-$4,505.28 
VSLU Applied Finance Valuation Large Cap ETF
-0.64%
-$48,787.8 
J Jacobs Solutions Inc.
-0.55%
-$2,058.91 
JGH Nuveen Global High Income Fund
-0.47%
-$892.26 
VGLT Vanguard Long-Term Treasury Fund
-0.4%
-$3,902.14 
WPC W. P. Carey Inc.
-0.35%
-$4,975.56 
CSL Carlisle Companies Inc.
-0.34%
-$3,094.24 
PG Procter & Gamble Co
-0.26%
-$2,840.12 
VIG Vanguard Dividend Appreciation ETF
-0.22%
-$850.17 
LMT Lockheed Martin Corporation
-0.2%
-$581 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$1,866.37 
GD General Dynamics Corporation
-0.13%
-$307.12 
MUB iShares National Muni Bond ETF
-0.09%
-$531.05 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$114.36 
IWS iShares Russell Mid-Cap Value ETF
-0.02%
-$267.09 
VTV Vanguard Value ETF
-0.01%
-$30.38 
IWD iShares Russell 1000 Value ETF
0%
-$52.48 Events
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Dividends
Dividend Analysis
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| Trades 222 | Longs Won 164/222 73% | Profit Factor 9.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $282,887.4 |
| Average Win $115,416.45 | Best Trade (Jun 03) $3.6M | Sharpe Ratio -19.26 |
| Average Loss -$34,625.22 | Worst Trade (May 13) -$369,965 | Z-Score 4.33 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 5d | Expectancy $76,216.38 |
| 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 | 3,322 | 2,990 | 2,658 | 2,326 | 1,993 | 1,661 | 1,329 | 997 | 664 | 332 |
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Returns
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