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:
33.24%
Gain +0.54%
Monthly
0.95%
Yearly
11.95%
Drawdown
11.18%
$420.18M
Equity
Holdings
$420.18M
Investment
$372.91M
$66.67M
Profit +$2.11M
Realized
$19.4M
Unrealized
$47.27M
Dividends
$6.25M
Goals
Avg. 97.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$2.11M
Win %
68%
This Week
Compared To Last Week
Gain
0.55%
Profit
$2.29M
Win %
68%
This Month
Compared to last month
Gain
2.72%
Profit
$11.13M
Win %
68%
This Year
Compared to last year
Gain
4.77%
Profit
$19.14M
Win %
67%
VEEV Veeva Systems Inc.
+5.78%
+$29,394.88 
NKE Nike, Inc. - Class B
+5.23%
+$25,234.06 
LLY Eli Lilly and Company
+4.59%
+$288,259.89 
MAR Marriott International Inc. - Class A
+4.49%
+$59,213.96 
SYK Stryker Corporation
+4.25%
+$28,404.58 
HD The Home Depot, Inc.
+4.18%
+$156,174.91 
SHW The Sherwin-Williams Company
+3.87%
+$26,229.48 
LOW Lowe's Companies Inc.
+3.83%
+$161,636.97 
QCOM QUALCOMM Incorporated
+3.39%
+$100,828.51 
AMGN Amgen Inc.
+3.08%
+$222,279.21 
NFLX Netflix, Inc.
+3.02%
+$20,111.7 
SBUX Starbucks Corporation
+3.02%
+$45,418.92 
V Visa Inc. Class A
+2.91%
+$189,791.74 
HSY The Hershey Company
+2.9%
+$48,757.77 
BMY Bristol-Myers Squibb Company
+2.77%
+$22,454.88 
UBER Uber Technologies, Inc.
+2.71%
+$22,244.16 
REGN Regeneron Pharmaceuticals, Inc.
+2.69%
+$8,372 
ORCL Oracle Corporation
+2.67%
+$83,561.07 
NVS Novartis AG Sponsored ADR
+2.67%
+$47,896.11 
MA Mastercard Incorporated
+2.57%
+$279,949.94 
TTC The Toro Company
+2.55%
+$6,375.4 
IBM International Business Machines Corporation
+2.51%
+$58,171.72 
AXP American Express Company
+2.31%
+$28,072.16 
PAYX Paychex Inc.
+2.27%
+$9,106.92 
ADP Automatic Data Processing Inc.
+2.2%
+$144,273.13 
TFC Truist Financial Corporation
+2.19%
+$34,065 
TM Toyota Motor Corporation
+1.97%
+$17,565.79 
ABT Abbott Laboratories
+1.88%
+$10,165.6 
FCNCA First Citizens BancShares, Inc.
+1.88%
+$19,665.6 
MKC McCormick & Company, Incorporated
+1.87%
+$4,389.84 
WMT Walmart Inc.
+1.78%
+$325,128.05 
LH Labcorp Holdings Inc.
+1.75%
+$6,659.08 
LMT Lockheed Martin Corporation
+1.65%
+$64,460.51 
MCD McDonald's Corporation
+1.6%
+$78,218.32 
BA Boeing Company
+1.56%
+$13,192.85 
RY Royal Bank of Canada
+1.4%
+$3,743.97 
DAL Delta Air Lines, Inc.
+1.35%
+$5,175 
MSFT Microsoft Corp.
+1.34%
+$305,456.34 
PFE Pfizer Inc.
+1.3%
+$5,290.74 
TROW T. Rowe Price Group, Inc.
+1.25%
+$9,777.5 
GE General Electric Company
+1.25%
+$5,667.86 
CLX The Clorox Company
+1.16%
+$2,409.31 
PKG Packaging Corporation of America
+1.15%
+$3,041.74 
FDXF FedEx Freight Holding Company Inc.
+1.14%
+$3,804.32 
FDX FedEx Corporation
+1.01%
+$18,063.36 
TGT Target Corporation
+0.93%
+$13,164.55 
ITW Illinois Tool Works Inc.
+0.9%
+$15,613.84 
MMM 3M Company
+0.73%
+$17,668.77 
BAC Bank of America Corporation
+0.72%
+$8,507.78 
DE Deere & Company
+0.66%
+$21,887.92 
CMG Chipotle Mexican Grill, Inc.
+0.66%
+$2,030 
PH Parker-Hannifin Corporation
+0.64%
+$35,615.3 
UNP Union Pacific Corporation
+0.6%
+$9,664.74 
EQIX Equinix, Inc.
+0.58%
+$11,451.47 
ABBV AbbVie Inc.
+0.5%
+$17,231.38 
AMZN Amazon.com Inc
+0.45%
+$115,541.08 
CMI Cummins Inc.
+0.44%
+$28,505.59 
EMR Emerson Electric Co.
+0.42%
+$3,088.02 
RBC RBC Bearings Incorporated
+0.37%
+$652.75 
PG Procter & Gamble Co
+0.31%
+$13,223.52 
GOOGL Alphabet Inc
+0.29%
+$78,035.35 
BRK-A Berkshire Hathaway Inc.
+0.29%
+$2,311.12 
NOC Northrop Grumman Corporation
+0.29%
+$1,173.6 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$13,275.6 
KO The Coca-Cola Company
+0.24%
+$13,310 
GOOG Alphabet Inc
+0.23%
+$6,246.88 
TEL TE Connectivity plc
+0.15%
+$333.77 
GNRC Generac Holdings Inc.
+0.12%
+$360 
COST Costco Wholesale Corporation
+0.06%
+$3,888.08 
JNJ Johnson & Johnson
+0.05%
+$3,099.33 
NSC Norfolk Southern Corporation
+0.03%
+$97.49 
JPM JPMorgan Chase & Co.
+0.02%
+$658.56 
AFL Aflac Inc.
+0.01%
+$65.86 UL
UL
0%
$0 
CSCO Cisco Systems, Inc.
-3.37%
-$123,521.33 
AMAT Applied Materials, Inc.
-3.18%
-$39,958.2 
GLW Corning Incorporated
-2.97%
-$6,041.98 
LRCX Lam Research Corporation
-2.81%
-$54,243.87 
SCHW Charles Schwab Corporation
-2.74%
-$7,832.25 
PM Philip Morris International Inc.
-2.72%
-$45,635.04 
XLE Energy Select Sector SPDR Fund
-1.99%
-$7,911.29 
XOM Exxon Mobil Corporation
-1.73%
-$7,051.78 
GEV GE Vernova Inc.
-1.71%
-$43,008.76 
ETN Eaton Corporation plc
-1.69%
-$35,231.45 
NVDA NVIDIA Corporation
-1.62%
-$375,783.25 
CVX Chevron Corporation
-1.6%
-$136,856.81 
CAT Caterpillar Inc.
-1.6%
-$228,467.62 
PANW Palo Alto Networks, Inc.
-1.57%
-$21,438.51 
TSLA Tesla, Inc.
-1.2%
-$9,837.99 
AMD Advanced Micro Devices, Inc.
-1.06%
-$47,317.44 
AVGO Broadcom Inc.
-0.8%
-$42,600.6 
NUE Nucor Corporation
-0.72%
-$12,163.68 
PEP PepsiCo, Inc.
-0.71%
-$19,842.56 
COP ConocoPhillips
-0.63%
-$2,886.3 
APA APA Corporation
-0.47%
-$4,500 
RTX RTX Corporation
-0.46%
-$12,267.04 
VGT Vanguard Information Technology ETF
-0.46%
-$5,083.12 
TXN Texas Instruments Inc
-0.43%
-$7,984.72 
CHD Church & Dwight Co., Inc.
-0.43%
-$1,519.32 
PLTR Palantir Technologies Inc.
-0.4%
-$4,377.24 
DUK Duke Energy Corporation
-0.36%
-$17,596.03 
MRK Merck & Co., Inc.
-0.35%
-$5,704.4 
META Meta Platforms Inc Class A
-0.34%
-$32,895.13 
VZ Verizon Communications Inc.
-0.24%
-$1,332.24 
SO The Southern Company
-0.23%
-$588.42 
AAPL Apple Inc.
-0.01%
-$4,089.37 Events
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Dividends
Dividend Analysis
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| Trades 1026 | Longs Won 556/1026 54% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $482,758.81 |
| Average Win $164,878.83 | Best Trade (Oct 14) $8.32M | Sharpe Ratio -7.33 |
| Average Loss -$53,202.76 | Worst Trade (Oct 15) -$4.4M | Z-Score -2.7 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 5d | Expectancy $64,977.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 204,571 | $56.4M | $70.16M | - | $13.75M | 24.38% | -0.006% |
| ABBV AbbVie Inc. | 12,050 | $2.85M | $3.43M | - | $584,912.44 | 20.54% | +0.504% |
| ABT Abbott Laboratories | 5,240 | $475,477.6 | $549,728.4 | - | $74,250.8 | 15.62% | +1.884% |
| ADP Automatic Data Processing Inc. | 23,421 | $5.33M | $6.71M | - | $1.38M | 25.85% | +2.197% |
| AFL Aflac Inc. | 6,586 | $772,208.5 | $778,596.92 | - | $6,388.42 | 0.83% | +0.008% |
| AMAT Applied Materials, Inc. | 2,810 | $919,057.16 | $1.22M | - | $296,014.94 | 32.21% | -3.184% |
| AMD Advanced Micro Devices, Inc. | 7,834 | $4.03M | $4.42M | - | $396,738.53 | 9.85% | -1.058% |
| AMGN Amgen Inc. | 16,942 | $5.96M | $7.44M | - | $1.48M | 24.77% | +3.079% |
| AMZN Amazon.com Inc | 101,352 | $23.08M | $25.87M | - | $2.79M | 12.09% | +0.449% |
| APA APA Corporation | 20,000 | $651,400 | $942,900 | - | $291,500 | 44.75% | -0.475% |
| AVGO Broadcom Inc. | 15,435 | $4.88M | $5.3M | - | $421,596.79 | 8.64% | -0.797% |
| AXP American Express Company | 3,965 | $1.25M | $1.25M | - | -$4,425.07 | -0.35% | +2.307% |
| BA Boeing Company | 4,565 | $964,435.8 | $856,165.75 | - | -$108,270.05 | -11.23% | +1.565% |
| BAC Bank of America Corporation | 22,994 | $1.31M | $1.19M | - | -$120,028.68 | -9.16% | +0.72% |
| BMY Bristol-Myers Squibb Company | 13,692 | $799,410.78 | $834,116.64 | - | $34,705.86 | 4.34% | +2.767% |
| BRK-A Berkshire Hathaway Inc. | 1 | $748,850 | $791,896.13 | - | $43,046.13 | 5.75% | +0.293% |
| BRK-B Berkshire Hathaway Inc. | 8,970 | $4.42M | $4.73M | - | $318,976.05 | 7.22% | +0.281% |
| CAT Caterpillar Inc. | 19,039 | $16.47M | $14.03M | - | -$2.44M | -14.82% | -1.602% |
| CHD Church & Dwight Co., Inc. | 3,453 | $334,526.64 | $352,862.07 | - | $18,335.43 | 5.48% | -0.429% |
| CLX The Clorox Company | 2,446 | $233,446.24 | $210,245.93 | - | -$23,200.31 | -9.94% | +1.159% |
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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 - $2.99M, Amazon.com Inc - $2.64M, Walmart Inc - $2.38M, and Alphabet Inc - $1.99M. 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, Advanced Micro Devices, Inc - $479,487.44, Amgen Inc - $451,648.84, and Merck & Co., Inc - $328,603.85. 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 $6.25M earned over time. The largest contributors to dividend income include Chevron Corporation - $391,841.95, Truist Financial Corporation - $326,134.12, Duke Energy Corporation - $267,218.85, Apple Inc - $236,342.65, and McDonald's Corporation - $194,722.97. 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.
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