Cornelius T. McDonald III Portfolio
Invests via Wealth Group, Ltd. | Managed by Cornelius T. McDonald III
Invests via Wealth Group, Ltd.
Managed by Cornelius T. McDonald III
Automatically Tracked
Cornelius T. McDonald III Profile
Seasoned corporate executive and investor with experience advising boards, structuring deals and overseeing portfolio companies across technology and industrial sectors. Cornelius T. McDonald III brings a background in corporate strategy, capital raising and operational value creation, frequently working at the intersection of private markets and public equities. Markets view him as a pragmatic operator who prioritizes governance, EBITDA expansion and disciplined capital allocation when evaluating opportunities. Active in deal sourcing and syndication, he is known for negotiating complex transactions and executing turnaround plans for underperforming assets.
Seasoned corporate executive and investor with experience advising boards, structuring deals and overseeing portfolio companies across technology and industrial sectors. Cornelius T. McDonald III brings a background in corporate strategy, capital raising and operational value creation, frequently working at the intersection of private markets and public equities. Markets view him as a pragmatic operator who prioritizes governance, EBITDA expansion and disciplined capital allocation when evaluating opportunities. Active in deal sourcing and syndication, he is known for negotiating complex transactions and executing turnaround plans for underperforming assets.
Investment Philosophy & Strategy
Combines operational rigor and capital-markets acumen to pursue control and board-level investments in technology and industrials, prioritizing EBITDA expansion, governance upgrades and disciplined capital allocation. Prefers deep-sourced opportunities where active operational involvement, restructuring or bolt-on M&A can accelerate cash‑flow improvement. Underwrites deals with a private-to-public lens—valuing sustainable margins, clear path to free cash flow and realistic exit optionality. Risk management emphasizes staged capital deployment, covenant discipline and syndicated partners to distribute execution risk. Time horizon is medium-to-long, focused on value realization through operational turnarounds and strategic repositioning.
Combines operational rigor and capital-markets acumen to pursue control and board-level investments in technology and industrials, prioritizing EBITDA expansion, governance upgrades and disciplined capital allocation. Prefers deep-sourced opportunities where active operational involvement, restructuring or bolt-on M&A can accelerate cash‑flow improvement. Underwrites deals with a private-to-public lens—valuing sustainable margins, clear path to free cash flow and realistic exit optionality. Risk management emphasizes staged capital deployment, covenant discipline and syndicated partners to distribute execution risk. Time horizon is medium-to-long, focused on value realization through operational turnarounds and strategic repositioning.
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:
29.32%
Gain -0.62%
Monthly
0.89%
Yearly
11.2%
Drawdown
11.18%
$408.9M
Equity
Holdings
$408.9M
Investment
$372.91M
$55.38M
Profit -$2.21M
Realized
$19.4M
Unrealized
$35.99M
Dividends
$5.4M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$2.21M
Win %
72%
This Week
Compared To Last Week
Gain
-1.51%
Profit
-$6.26M
Win %
72%
This Month
Compared to last month
Gain
-0.54%
Profit
-$2.21M
Win %
72%
This Year
Compared to last year
Gain
1.96%
Profit
$7.86M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$3.66M 
ETN Eaton Corporation plc
+7.32%
+$144,550.86 
GOOG Alphabet Inc
+6.88%
+$178,247.2 
GOOGL Alphabet Inc
+6.73%
+$1.72M 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$9,715.99 
META Meta Platforms Inc Class A
+3.28%
+$233,570.36 
MSFT Microsoft Corp.
+3.02%
+$580,238.81 
NVDA NVIDIA Corporation
+2.93%
+$597,694.98 
APA APA Corporation
+2.73%
+$19,800 
GNRC Generac Holdings Inc.
+2.71%
+$7,800 
CVX Chevron Corporation
+2.35%
+$173,762.36 
GLW Corning Incorporated
+2.24%
+$4,369.26 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$9,142.64 
CSCO Cisco Systems, Inc.
+2.14%
+$78,369.93 
PANW Palo Alto Networks, Inc.
+1.89%
+$22,422.9 
ORCL Oracle Corporation
+1.81%
+$55,308.33 
VZ Verizon Communications Inc.
+1.52%
+$8,881.6 
LMT Lockheed Martin Corporation
+1.5%
+$64,535.14 
NOC Northrop Grumman Corporation
+1.43%
+$6,218.45 
PH Parker-Hannifin Corporation
+1.43%
+$79,829.69 
GE General Electric Company
+1.42%
+$7,424.28 
FCNCA First Citizens BancShares, Inc.
+1.41%
+$15,514.16 
COP ConocoPhillips
+1.22%
+$4,650.15 
AMAT Applied Materials, Inc.
+1.18%
+$16,579.06 
CHD Church & Dwight Co., Inc.
+1.16%
+$3,901.89 
ITW Illinois Tool Works Inc.
+1.15%
+$20,969 
VEEV Veeva Systems Inc.
+1.1%
+$3,796.2 
XLE Energy Select Sector SPDR Fund
+1%
+$3,470.38 
ADP Automatic Data Processing Inc.
+0.98%
+$60,660.16 
UNP Union Pacific Corporation
+0.92%
+$15,002.79 
SCHW Charles Schwab Corporation
+0.87%
+$2,684.5 
IBM International Business Machines Corporation
+0.86%
+$19,407.31 
GEV GE Vernova Inc.
+0.85%
+$22,254.18 
MCD McDonald's Corporation
+0.82%
+$45,047.4 
EMR Emerson Electric Co.
+0.79%
+$5,438.67 
TSLA Tesla, Inc.
+0.76%
+$5,288.72 
CAT Caterpillar Inc.
+0.7%
+$107,950.94 
BMY Bristol-Myers Squibb Company
+0.69%
+$6,161.4 
PLTR Palantir Technologies Inc.
+0.65%
+$4,323.19 
NSC Norfolk Southern Corporation
+0.46%
+$1,511.27 
PAYX Paychex Inc.
+0.44%
+$1,888.02 
PFE Pfizer Inc.
+0.4%
+$1,392.3 
RTX RTX Corporation
+0.39%
+$11,981.76 
AVGO Broadcom Inc.
+0.37%
+$22,226.4 
PG Procter & Gamble Co
+0.37%
+$14,600.97 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$16,684.2 
BAC Bank of America Corporation
+0.36%
+$5,058.68 
TTC The Toro Company
+0.32%
+$736.6 
MRK Merck & Co., Inc.
+0.32%
+$4,497.81 
JPM JPMorgan Chase & Co.
+0.27%
+$7,738.08 
SO The Southern Company
+0.21%
+$560.4 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$12,635.73 
CMI Cummins Inc.
+0.19%
+$14,990.51 
MMM 3M Company
+0.12%
+$3,079.13 
NUE Nucor Corporation
+0.1%
+$1,643.76 
AFL Aflac Inc.
+0.09%
+$790.32 
WMT Walmart Inc.
+0.09%
+$15,745.01 
ABT Abbott Laboratories
+0.09%
+$471.6 UL
UL
0%
$0 
AAPL Apple Inc.
-7.35%
-$5.02M 
SYK Stryker Corporation
-6.42%
-$52,968.14 
TROW T. Rowe Price Group, Inc.
-6.31%
-$58,899.66 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$13,195 
EQIX Equinix, Inc.
-2.7%
-$55,680.75 
QCOM QUALCOMM Incorporated
-2.63%
-$68,779.79 
ABBV AbbVie Inc.
-2.51%
-$77,963.5 
BA Boeing Company
-2.15%
-$21,729.35 
LH Labcorp Holdings Inc.
-2.01%
-$7,608.65 
NFLX Netflix, Inc.
-2%
-$13,753.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$72,386.32 
RBC RBC Bearings Incorporated
-1.89%
-$3,706.51 
LRCX Lam Research Corporation
-1.58%
-$31,631.07 
NVS Novartis AG Sponsored ADR
-1.45%
-$28,015.98 
NKE Nike, Inc. - Class B
-1.37%
-$7,932.66 
DAL Delta Air Lines, Inc.
-1.3%
-$5,750 
TM Toyota Motor Corporation
-1.28%
-$11,616.07 
CLX The Clorox Company
-1.24%
-$2,935.2 
HSY The Hershey Company
-1.23%
-$22,353.69 
SHW The Sherwin-Williams Company
-1.16%
-$8,339.08 
DE Deere & Company
-1.13%
-$34,775.15 
PKG Packaging Corporation of America
-1.12%
-$3,208.5 
TXN Texas Instruments Inc
-1.08%
-$19,929.11 
LOW Lowe's Companies Inc.
-1.08%
-$50,925.22 
KO The Coca-Cola Company
-1.02%
-$54,450 
XOM Exxon Mobil Corporation
-0.97%
-$3,514.41 
MA Mastercard Incorporated
-0.74%
-$76,661.57 
MAR Marriott International Inc. - Class A
-0.71%
-$9,407.57 
DUK Duke Energy Corporation
-0.67%
-$34,373.64 
AMGN Amgen Inc.
-0.64%
-$42,016.33 
PM Philip Morris International Inc.
-0.61%
-$9,641.7 
SBUX Starbucks Corporation
-0.57%
-$9,663.6 
LLY Eli Lilly and Company
-0.53%
-$31,826.96 
PEP PepsiCo, Inc.
-0.46%
-$13,803.52 
TEL TE Connectivity plc
-0.43%
-$914.03 
HD The Home Depot, Inc.
-0.42%
-$17,592.09 
VGT Vanguard Information Technology ETF
-0.38%
-$3,903.11 
AXP American Express Company
-0.38%
-$5,035.51 
FDX FedEx Corporation
-0.37%
-$7,065.6 
TFC Truist Financial Corporation
-0.33%
-$5,790.99 
RY Royal Bank of Canada
-0.29%
-$841.2 
COST Costco Wholesale Corporation
-0.24%
-$15,829.83 
MKC McCormick & Company, Incorporated
-0.12%
-$313.56 
V Visa Inc. Class A
-0.04%
-$2,332.65 
TGT Target Corporation
-0.01%
-$181.4 
UBER Uber Technologies, Inc.
-0.01%
-$118.32 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1026 | Longs Won 567/1026 55% | Profit Factor 3.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $381,851.62 |
| Average Win $140,815.21 | Best Trade (Dec 31) $5.51M | Sharpe Ratio -8.96 |
| Average Loss -$53,284.69 | Worst Trade (Sep 01) -$3.7M | Z-Score 2.29 (97.77%) |
| Commissions $0 | Avg. Trade Length 8m 1w | Expectancy $53,981.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 204,571 | $56.4M | $63.19M | - | $6.79M | 12.04% | -7.354% |
| ABBV AbbVie Inc. | 12,050 | $2.85M | $3.02M | - | $175,573.94 | 6.16% | -2.513% |
| ABT Abbott Laboratories | 5,240 | $475,477.6 | $553,868 | - | $78,390.4 | 16.49% | +0.085% |
| ADP Automatic Data Processing Inc. | 23,421 | $5.33M | $6.24M | - | $909,370.32 | 17.06% | +0.982% |
| AFL Aflac Inc. | 6,586 | $772,208.5 | $839,583.28 | - | $67,374.78 | 8.72% | +0.094% |
| AMAT Applied Materials, Inc. | 2,810 | $919,057.16 | $1.43M | - | $507,495.57 | 55.22% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,834 | $4.03M | $3.73M | - | -$297,588.97 | -7.39% | -1.904% |
| AMGN Amgen Inc. | 16,942 | $5.96M | $6.53M | - | $561,417.83 | 9.41% | -0.64% |
| AMZN Amazon.com Inc | 101,352 | $23.08M | $27.53M | - | $4.45M | 19.28% | +15.321% |
| APA APA Corporation | 20,000 | $651,400 | $746,400 | - | $95,000 | 14.58% | +2.725% |
| AVGO Broadcom Inc. | 15,435 | $4.88M | $6.01M | - | $1.13M | 23.12% | +0.371% |
| AXP American Express Company | 3,965 | $1.25M | $1.33M | - | $83,677.23 | 6.7% | -0.376% |
| BA Boeing Company | 4,565 | $964,435.8 | $986,679.1 | - | $22,243.3 | 2.31% | -2.155% |
| BAC Bank of America Corporation | 22,994 | $1.31M | $1.42M | - | $114,280.18 | 8.72% | +0.356% |
| BMY Bristol-Myers Squibb Company | 13,692 | $799,410.78 | $894,224.52 | - | $94,813.74 | 11.86% | +0.694% |
| BRK-A Berkshire Hathaway Inc. | 1 | $748,850 | $766,600 | - | $17,750 | 2.37% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 8,970 | $4.42M | $4.59M | - | $172,854.75 | 3.91% | +0.365% |
| CAT Caterpillar Inc. | 19,039 | $16.47M | $15.51M | - | -$959,397.84 | -5.82% | +0.701% |
| CHD Church & Dwight Co., Inc. | 3,453 | $334,526.64 | $341,190.93 | - | $6,664.29 | 1.99% | +1.157% |
| CLX The Clorox Company | 2,446 | $233,446.24 | $233,666.38 | - | $220.14 | 0.09% | -1.241% |
No 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
FAQ
Which stocks have generated the highest profits for Cornelius T. McDonald III?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $6.52M, NVIDIA Corporation - $2.96M, Amazon.com Inc - $2.64M, Walmart Inc - $2.34M, and Alphabet Inc - $1.98M. 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: Adobe Inc - $680,003.33, Builders FirstSource, Inc - $642,219.29, Amgen Inc - $494,342.68, Advanced Micro Devices, Inc - $479,487.44, and Merck & Co., Inc - $337,928.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cornelius T. McDonald III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.4M earned over time. The largest contributors to dividend income include Truist Financial Corporation - $326,134.12, Chevron Corporation - $323,413.41, Apple Inc - $236,342.65, Duke Energy Corporation - $222,819.56, and McDonald's Corporation - $156,637.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cornelius T. McDonald III's monthly returns?
Cornelius T. McDonald III's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Cornelius T. McDonald III's strategy be considered aggressive or moderate?
Cornelius T. McDonald III'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 Cornelius T. McDonald III's strategy?
Cornelius T. McDonald III'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.
