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:
12.33%
Gain
Monthly
0.42%
Yearly
5.2%
Drawdown
11.9%
$121.03M
Equity
Holdings
$121.03M
Investment
$90.98M
$48.84M
Profit +$190,457.69
Realized
$18.79M
Unrealized
$30.05M
Dividends
$5.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$190,457.69
Win %
76%
This Week
Compared To Last Week
Gain
0.51%
Profit
$618,732.13
Win %
76%
This Month
Compared to last month
Gain
1.23%
Profit
$1.47M
Win %
76%
This Year
Compared to last year
Gain
13.5%
Profit
$14.39M
Win %
75%
MRK Merck & Co., Inc.
+4.17%
+$13,761.72 
SYK Stryker Corporation
+3.94%
+$11,806.09 
MDLZ Mondelez International, Inc.
+3.87%
+$10,064.46 
ADP Automatic Data Processing Inc.
+3.6%
+$50,371.24 
UNP Union Pacific Corporation
+3.49%
+$17,219.68 
ABBV AbbVie Inc.
+3.44%
+$33,191.35 
ITW Illinois Tool Works Inc.
+3.4%
+$20,070.27 
PM Philip Morris International Inc.
+3.33%
+$41,128.64 
ITIC Investors Title Company
+3.25%
+$9,359.52 
AMGN Amgen Inc.
+3.13%
+$47,875.74 
IBM International Business Machines Corporation
+3.1%
+$17,533.56 
NSC Norfolk Southern Corporation
+3.04%
+$10,967.11 
SBUX Starbucks Corporation
+2.86%
+$18,646.03 
HSY The Hershey Company
+2.75%
+$20,753.25 
VEEV Veeva Systems Inc.
+2.73%
+$7,011.84 
KO The Coca-Cola Company
+2.69%
+$43,123.5 
COST Costco Wholesale Corporation
+2.6%
+$52,352.68 
PEP PepsiCo, Inc.
+2.57%
+$28,549.12 
WMT Walmart Inc.
+2.49%
+$131,236 
BMY Bristol-Myers Squibb Company
+2.44%
+$4,944.94 
MA Mastercard Incorporated
+2.37%
+$62,609.36 
MCD McDonald's Corporation
+2.31%
+$38,855.88 
BLDR Builders FirstSource, Inc.
+2.06%
+$6,829.5 
LOW Lowe's Companies Inc.
+2.04%
+$18,617.62 
V Visa Inc. Class A
+1.94%
+$20,081.85 
TFC Truist Financial Corporation
+1.82%
+$18,720 
PG Procter & Gamble Co
+1.8%
+$32,029.02 
TGT Target Corporation
+1.79%
+$5,784.74 
MSFT Microsoft Corp.
+1.78%
+$73,857.18 
LLY Eli Lilly and Company
+1.73%
+$32,797.8 
NVS Novartis AG Sponsored ADR
+1.56%
+$5,170 
URI United Rentals, Inc.
+1.54%
+$4,830 
TM Toyota Motor Corporation
+1.43%
+$5,567.62 
JNJ Johnson & Johnson
+1.34%
+$17,292 
CVX Chevron Corporation
+1.26%
+$40,916.88 
AAPL Apple Inc.
+1.25%
+$202,923.03 
SHW The Sherwin-Williams Company
+1.1%
+$4,359.07 
UBER Uber Technologies, Inc.
+1.1%
+$4,241.6 
HD The Home Depot, Inc.
+1.09%
+$18,397.78 
DUK Duke Energy Corporation
+1.04%
+$32,984.01 
XOM Exxon Mobil Corporation
+1.02%
+$8,162.26 
SO The Southern Company
+1.02%
+$2,557.25 
DE Deere & Company
+0.84%
+$5,977.4 
COP ConocoPhillips
+0.82%
+$1,683.6 
FDX FedEx Corporation
+0.66%
+$2,705.15 
EMR Emerson Electric Co.
+0.63%
+$1,833.97 
PH Parker-Hannifin Corporation
+0.61%
+$12,587.28 
TROW T. Rowe Price Group, Inc.
+0.46%
+$1,636.09 
NFLX Netflix, Inc.
+0.45%
+$1,864.28 
TMO Thermo Fisher Scientific Inc.
+0.43%
+$1,014.1 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$3,746.16 
LMT Lockheed Martin Corporation
+0.29%
+$3,494.09 
MMM 3M Company
+0.26%
+$2,149.98 
AXP American Express Company
+0.26%
+$1,230.03 
GOOG Alphabet Inc
+0.22%
+$1,152.77 
GOOGL Alphabet Inc
+0.17%
+$12,166.37 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AMD Advanced Micro Devices, Inc.
-6.83%
-$51,296.86 
LRCX Lam Research Corporation
-5.81%
-$123,729.69 
ORCL Oracle Corporation
-4.95%
-$14,281.14 
AVGO Broadcom Inc.
-4.61%
-$85,422.5 
CAT Caterpillar Inc.
-4.46%
-$229,867.14 
ETN Eaton Corporation plc
-4.38%
-$37,115.76 
QCOM QUALCOMM Incorporated
-4.14%
-$48,734.14 
TXN Texas Instruments Inc
-3.89%
-$13,431.12 
HWM Howmet Aerospace Inc.
-3.76%
-$9,491.99 
CMI Cummins Inc.
-3.62%
-$82,139.85 
GEV GE Vernova Inc.
-3.56%
-$58,122.95 
AMAT Applied Materials, Inc.
-3.49%
-$42,965.38 
CHRS Coherus Biosciences Inc.
-3.47%
-$709.75 
PDSB PDS Biotechnology Corporation
-3.31%
-$330.96 
ADI Analog Devices, Inc.
-3.19%
-$8,095.75 
CSCO Cisco Systems, Inc.
-2.89%
-$16,036.95 
NVDA NVIDIA Corporation
-2.73%
-$172,591.86 
META Meta Platforms Inc Class A
-1.85%
-$56,022.56 
TSLA Tesla, Inc.
-1.41%
-$4,231.15 
RTX RTX Corporation
-1.3%
-$7,491.9 
ASML ASML Holding N.V. New York Registry Shares
-1.19%
-$3,409.64 
BA Boeing Company
-1.1%
-$5,820 
CMG Chipotle Mexican Grill, Inc.
-1.05%
-$2,713.78 
JPM JPMorgan Chase & Co.
-1%
-$15,729.16 
RY Royal Bank of Canada
-0.72%
-$6,229.94 
SCHW Charles Schwab Corporation
-0.5%
-$1,983.78 
NUE Nucor Corporation
-0.43%
-$3,326.9 
PANW Palo Alto Networks, Inc.
-0.15%
-$1,246.52 
AMZN Amazon.com Inc
-0.14%
-$7,728.69 
MAR Marriott International Inc. - Class A
-0.1%
-$361.24 Events
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Dividends
Dividend Analysis
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| Trades 920 | Longs Won 484/920 52% | Profit Factor 4.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $336,257.96 |
| Average Win $126,363.54 | Best Trade (Dec 31) $5.51M | Sharpe Ratio -9.38 |
| Average Loss -$28,252.72 | Worst Trade (Jun 30) -$678,801.53 | Z-Score -0.08 (6.58%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $53,088.88 |
| 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 | 4,292 | 3,863 | 3,433 | 3,004 | 2,575 | 2,146 | 1,717 | 1,288 | 858 | 429 |
Hover over the desired column for a detailed explanation.
Returns
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