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:
1.3%
Gain
Monthly
0.1%
Yearly
1.24%
Drawdown
16.52%
$121.81M
Equity
Holdings
$121.81M
Investment
$102.98M
$20.02M
Profit -$453,189.43
Realized
$1.2M
Unrealized
$18.83M
Dividends
$1.85M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$453,189.43
Win %
73%
This Week
Compared To Last Week
Gain
0.49%
Profit
$596,848.17
Win %
73%
This Month
Compared to last month
Gain
1.37%
Profit
$1.64M
Win %
73%
This Year
Compared to last year
Gain
10.36%
Profit
$11.44M
Win %
74%
ORCL Oracle Corporation
+2.68%
+$11,850.3 
GE General Electric Company
+2.54%
+$27,125.91 
XOM Exxon Mobil Corporation
+1.7%
+$27,240.57 
GEV GE Vernova Inc.
+1.57%
+$12,033.1 
MO Altria Group, Inc.
+1.53%
+$8,950.1 
CVX Chevron Corporation
+1.4%
+$8,610.7 
JNJ Johnson & Johnson
+1.37%
+$26,669.16 
ABBV AbbVie Inc.
+1.23%
+$10,769.07 
RTX RTX Corporation
+1.08%
+$7,679.7 
IAU iShares Gold Trust
+1.03%
+$12,464.76 
CAT Caterpillar Inc.
+0.99%
+$9,730.28 
AHR American Healthcare REIT, Inc.
+0.94%
+$66,028.46 
LMT Lockheed Martin Corporation
+0.8%
+$2,395.2 
PWR Quanta Services Inc.
+0.56%
+$3,065.62 
VGLT Vanguard Long-Term Treasury Fund
+0.38%
+$2,045.82 
GD General Dynamics Corporation
+0.38%
+$978.6 
WPC W. P. Carey Inc.
+0.32%
+$4,459.2 
JPM JPMorgan Chase & Co.
+0.3%
+$2,302.16 
BA Boeing Company
+0.14%
+$333.21 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$931.5 
VTV Vanguard Value ETF
+0.09%
+$638.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.08%
+$473.13 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.03%
+$57.2 
FSSL
0%
$0 
NFLX Netflix, Inc.
-7.42%
-$19,154.4 
KO The Coca-Cola Company
-3.08%
-$9,079.28 
IBM International Business Machines Corporation
-3.08%
-$5,863.8 
GOOG Alphabet Inc
-2.16%
-$18,444.15 
TSLA Tesla, Inc.
-2.16%
-$10,706.15 
MSFT Microsoft Corp.
-2.11%
-$37,064.72 
GOOGL Alphabet Inc
-2.11%
-$15,752.9 
V Visa Inc. Class A
-1.72%
-$26,912.33 
LDOS Leidos Holdings Inc.
-1.71%
-$3,661.15 
LOW Lowe's Companies Inc.
-1.71%
-$4,741.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$17,216.64 
SHW The Sherwin-Williams Company
-1.44%
-$3,172 
CSL Carlisle Companies Inc.
-1.42%
-$13,408.4 
PLTR Palantir Technologies Inc.
-1.38%
-$3,777.66 
GLW Corning Incorporated
-1.29%
-$3,932.53 
MGK Vanguard Mega Cap Growth ETF
-1.26%
-$4,833.52 
NVDA NVIDIA Corporation
-1.23%
-$18,680.3 
CHH Choice Hotels International Inc.
-1.22%
-$2,824.72 
MCD McDonald's Corporation
-1.2%
-$4,539.15 
HD The Home Depot, Inc.
-1.17%
-$21,777.95 
VUG Vanguard Growth ETF
-1.16%
-$9,907.29 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.09%
-$5,115.21 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$3,116.74 
IWF iShares Russell 1000 Growth ETF
-0.96%
-$40,926.6 
COST Costco Wholesale Corporation
-0.93%
-$12,195.45 
J Jacobs Solutions Inc.
-0.92%
-$3,749.06 
VONG Vanguard Russell 1000 Growth Fund
-0.9%
-$19,689.75 
LIN Linde plc
-0.82%
-$2,873.71 
IWN iShares Russell 2000 Value ETF
-0.81%
-$9,565.85 
VSLU Applied Finance Valuation Large Cap ETF
-0.81%
-$96,594.24 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.69%
-$2,529.8 
AVUV Avantis U.S. Small Cap Value ETF
-0.67%
-$1,549.55 
VOO Vanguard S&P 500 ETF
-0.65%
-$4,062.85 
AMZN Amazon.com Inc
-0.64%
-$13,382.4 
TPR Tapestry Inc.
-0.63%
-$13,824.72 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$10,550.38 
VT Vanguard Total World Stock ETF
-0.61%
-$2,459.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$7,062.75 
PPG PPG Industries Inc.
-0.56%
-$3,596.34 
DUHP Dimensional US High Profitability ETF
-0.55%
-$1,300.19 
AVDE Avantis International Equity ETF
-0.52%
-$67,654.62 
IWS iShares Russell Mid-Cap Value ETF
-0.49%
-$7,360.23 
AAPL Apple Inc.
-0.46%
-$47,669.03 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.42%
-$1,336.75 
IWP iShares Russell Mid-Cap Growth ETF
-0.36%
-$5,877.69 
VONV Vanguard Russell 1000 Value Index Fund
-0.36%
-$6,743.1 
IWD iShares Russell 1000 Value ETF
-0.34%
-$8,648.06 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,313.01 
WMT Walmart Inc.
-0.34%
-$1,268.14 
DUK Duke Energy Corporation
-0.33%
-$2,844.58 
T AT&T Inc.
-0.3%
-$1,090.18 
PG Procter & Gamble Co
-0.28%
-$3,292.94 
JGH Nuveen Global High Income Fund
-0.28%
-$520.49 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$8,358.84 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.24%
-$23,175.72 
D Dominion Energy, Inc.
-0.13%
-$1,294.28 
PFE Pfizer Inc.
-0.12%
-$341.27 
IWO iShares Russell 2000 Growth ETF
-0.07%
-$920.16 
MUB iShares National Muni Bond ETF
-0.03%
-$191.8 
CHRW C.H. Robinson Worldwide, Inc.
0%
-$18.68 Events
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Dividends
Dividend Analysis
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| Trades 291 | Longs Won 223/291 76% | Profit Factor 11.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $296,502.56 |
| Average Win $98,393.18 | Best Trade (Jul 17) $4.02M | Sharpe Ratio -14.39 |
| Average Loss -$28,216.82 | Worst Trade (Jul 10) -$436,091.12 | Z-Score 8.58 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $68,807.34 |
| 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 | 4,310 | 3,879 | 3,448 | 3,017 | 2,586 | 2,155 | 1,724 | 1,293 | 862 | 431 |
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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