Eugene Donato Portfolio
Invests via KENNEDY INVESTMENT GROUP | Managed by Eugene Donato
Invests via KENNEDY INVESTMENT GROUP
Managed by Eugene Donato
Automatically Tracked
Eugene Donato Profile
A veteran private equity investor and operating executive focused on middle-market industrials and services. Eugene Donato brings experience leading corporate carve-outs, operational improvements and buy-and-build strategies; he has held senior roles in both corporate management and investment firms. He is known for driving EBITDA expansion through margin initiatives, commercial repositioning and selective add-on M&A. Relevant for credit investors and strategic acquirers assessing operationally intensive platforms.
A veteran private equity investor and operating executive focused on middle-market industrials and services. Eugene Donato brings experience leading corporate carve-outs, operational improvements and buy-and-build strategies; he has held senior roles in both corporate management and investment firms. He is known for driving EBITDA expansion through margin initiatives, commercial repositioning and selective add-on M&A. Relevant for credit investors and strategic acquirers assessing operationally intensive platforms.
Investment Philosophy & Strategy
Veteran private-equity operator who targets middle-market industrials and services, deploying control-oriented, buy-and-build strategies to drive EBITDA through margin improvement, commercial repositioning and selective add-ons. Prefers operationally intensive platforms where hands-on governance, KPI-driven transformation and disciplined capex/working-capital management unlock value over a mid-term hold. Underwrites conservatively with focus on downside protection, cashflow conversion and exit optionality.
Veteran private-equity operator who targets middle-market industrials and services, deploying control-oriented, buy-and-build strategies to drive EBITDA through margin improvement, commercial repositioning and selective add-ons. Prefers operationally intensive platforms where hands-on governance, KPI-driven transformation and disciplined capex/working-capital management unlock value over a mid-term hold. Underwrites conservatively with focus on downside protection, cashflow conversion and exit optionality.
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:
68.6%
Gain -0.22%
Monthly
1.24%
Yearly
15.99%
Drawdown
18.86%
$298.65M
Equity
Holdings
$298.65M
Investment
$205.13M
$108.31M
Profit -$532,248.97
Realized
$14.8M
Unrealized
$93.51M
Dividends
$21.74M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$532,248.97
Win %
74%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$3.08M
Win %
74%
This Month
Compared to last month
Gain
0.85%
Profit
$2.53M
Win %
74%
This Year
Compared to last year
Gain
1.4%
Profit
$4.14M
Win %
73%
HONA Honeywell Aerospace Inc.
+3.17%
+$6,972.75 
F Ford Motor Company
+2.6%
+$11,100.48 
GE General Electric Company
+2.31%
+$12,614.4 
LMT Lockheed Martin Corporation
+2.24%
+$5,258 
PM Philip Morris International Inc.
+2.09%
+$19,790.87 
C Citigroup Inc.
+2.01%
+$32,500.4 
UYG ProShares Ultra Financials
+1.98%
+$7,270.94 
JPM JPMorgan Chase & Co.
+1.8%
+$33,150.25 
BP BP p.l.c. Sponsored ADR
+1.74%
+$33,855.77 
TSLA Tesla, Inc.
+1.67%
+$13,373.33 
COP ConocoPhillips
+1.57%
+$15,473.97 
MDLZ Mondelez International, Inc.
+1.54%
+$3,791.73 
KO The Coca-Cola Company
+1.47%
+$25,426.58 
MPB Mid Penn Bancorp Inc.
+1.47%
+$13,367.66 
PG Procter & Gamble Co
+1.47%
+$51,896.42 
UPS United Parcel Service, Inc.
+1.46%
+$5,363.7 
WFC Wells Fargo & Company
+1.44%
+$22,379.14 
PEP PepsiCo, Inc.
+1.41%
+$12,610.27 
PEG Public Service Enterprise Group Incorporated
+1.37%
+$21,184.32 
MO Altria Group, Inc.
+1.35%
+$12,055.42 
AXP American Express Company
+1.34%
+$13,161.65 
JNJ Johnson & Johnson
+1.33%
+$22,277.58 
APD Air Products and Chemicals, Inc.
+1.29%
+$7,487.63 
EXC Exelon Corporation
+1.27%
+$3,817.8 
CVX Chevron Corporation
+1.26%
+$4,551.22 
IYK iShares U.S. Consumer Staples ETF
+1.23%
+$2,721.3 
LOW Lowe's Companies Inc.
+1.16%
+$5,881.57 
MRK Merck & Co., Inc.
+1.16%
+$4,673.76 
HD The Home Depot, Inc.
+1.14%
+$6,933.52 
VDC VANGUARD CONSUMER STAPLES ETF
+1.13%
+$3,789.63 
ET Energy Transfer L.P.
+1.13%
+$4,509.68 
LLY Eli Lilly and Company
+1.12%
+$38,621.83 
BAC Bank of America Corporation
+1.1%
+$26,924.52 
SO The Southern Company
+1.08%
+$10,080.96 
VPU Vanguard Utilities ETF
+1.05%
+$14,609.7 
FVD First Trust Value Line Dividend Index Fund
+1%
+$19,476.52 
CMCSA Comcast Corp
+0.99%
+$3,956 
WMT Walmart Inc.
+0.97%
+$8,408.64 
CL Colgate-Palmolive Company
+0.94%
+$10,748.5 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$5,066.6 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.92%
+$4,993.48 
AAPL Apple Inc.
+0.9%
+$213,711.96 
SOFI SoFi Technologies, Inc.
+0.9%
+$3,262.41 
GEV GE Vernova Inc.
+0.85%
+$10,779.84 
NJR New Jersey Resources Corporation
+0.84%
+$2,160.21 
IEFA iShares Core MSCI EAFE ETF
+0.84%
+$6,708.27 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.84%
+$2,666.88 
COST Costco Wholesale Corporation
+0.8%
+$18,423.97 
GS The Goldman Sachs Group, Inc.
+0.8%
+$2,332.07 
GLPI Gaming and Leisure Properties, Inc.
+0.79%
+$4,889.29 
WTRG Essential Utilities Inc.
+0.78%
+$2,112.7 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.74%
+$3,667.51 
KHC The Kraft Heinz Company
+0.73%
+$2,626.67 
XOM Exxon Mobil Corporation
+0.73%
+$15,469.7 
ADT ADT Inc.
+0.73%
+$971.75 
ABBV AbbVie Inc.
+0.72%
+$32,295.86 
V Visa Inc. Class A
+0.72%
+$13,087 
VZ Verizon Communications Inc.
+0.69%
+$8,957.55 
CLX The Clorox Company
+0.66%
+$1,899.81 
NVS Novartis AG Sponsored ADR
+0.62%
+$5,613.68 
AMGN Amgen Inc.
+0.59%
+$5,020.68 
MA Mastercard Incorporated
+0.51%
+$33,878.36 
MS Morgan Stanley
+0.5%
+$1,560.65 
JIVE JPMorgan International Value ETF
+0.48%
+$4,646.7 
IVE ISHARES S&P 500 VALUE ETF
+0.47%
+$4,768.81 
VIG Vanguard Dividend Appreciation ETF
+0.44%
+$3,927.29 
SYY Sysco Corporation
+0.41%
+$5,524.66 
T AT&T Inc.
+0.38%
+$1,555.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.36%
+$1,105.02 
INCM Franklin Income Focus ETF
+0.36%
+$12,641.58 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$16,776.2 
COWZ Pacer US Cash Cows 100 ETF
+0.3%
+$687.33 
RDVY First Trust Rising Dividend Achievers ETF
+0.26%
+$615.93 
GDV Gabelli Dividend & Income Trust
+0.25%
+$2,896.74 
FDLO Fidelity Low Volatility Factor ETF
+0.24%
+$17,308.62 
MTBA Simplify MBS ETF
+0.21%
+$1,209.8 
MCD McDonald's Corporation
+0.15%
+$1,126.76 
WM Waste Management, Inc.
+0.07%
+$644.1 
USMV iShares MSCI USA Min Vol Factor ETF
+0.06%
+$2,648.22 
AFB AllianceBernstein National Municipal Income Fund
+0.05%
+$195.87 
JMHI JPMorgan High Yield Municipal ETF
+0.05%
+$176.85 
SYFI AB Short Duration High Yield ETF
+0.04%
+$275.88 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
+0.04%
+$510.44 
HYD VanEck High Yield Muni ETF
+0.03%
+$485.13 
QUAL iShares MSCI USA Quality Factor ETF
+0.03%
+$157.92 
FLMI Franklin Dynamic Municipal Bond ETF
+0.02%
+$221.49 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$439.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$455.65 
JCI Johnson Controls International plc
+0.01%
+$13.71 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MU Micron Technology, Inc.
-3.68%
-$356,506.78 
IONQ IonQ, Inc.
-3.51%
-$7,145.65 
CRWD CrowdStrike Holdings, Inc.
-3.5%
-$118,468.94 
OXSQ Oxford Square Capital Corp.
-3.3%
-$562.14 
AMD Advanced Micro Devices, Inc.
-2.98%
-$11,961.94 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.88%
-$8,427.44 
NFLX Netflix, Inc.
-2.16%
-$5,535.82 
VRT Vertiv Holdings Co
-2.11%
-$40,779.06 
QCOM QUALCOMM Incorporated
-1.84%
-$8,731.33 
AVGO Broadcom Inc.
-1.78%
-$363,992.53 
AMAT Applied Materials, Inc.
-1.74%
-$3,864.29 
NOW ServiceNow, Inc.
-1.66%
-$16,450.27 
IGM iShares Expanded Tech Sector ETF
-1.53%
-$19,263.22 
META Meta Platforms Inc Class A
-1.39%
-$58,192.11 
GOOGL Alphabet Inc
-1.31%
-$42,351.93 
CSCO Cisco Systems, Inc.
-1.24%
-$3,346.96 
PWR Quanta Services Inc.
-1.2%
-$22,435.28 
GOOG Alphabet Inc
-1.18%
-$77,623.04 
VGT Vanguard Information Technology ETF
-1.16%
-$2,896.8 
ACP abrdn Income Credit Strategies Fund
-1.03%
-$20,932.22 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$6,915.81 
CTA Simplify Managed Futures Strategy ETF
-0.78%
-$5,750.69 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.77%
-$712.11 
JGRO JPMorgan Active Growth ETF
-0.75%
-$12,352.47 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.75%
-$70,369.79 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.75%
-$14,926.85 
PINK Simplify Health Care ETF
-0.62%
-$6,568.08 
MSFT Microsoft Corp.
-0.56%
-$20,099.5 
ETN Eaton Corporation plc
-0.56%
-$9,756.46 
AMZN Amazon.com Inc
-0.52%
-$83,798.66 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.51%
-$8,260.01 
SHOP Shopify Inc.
-0.45%
-$7,050.85 
CGGO Capital Group Global Growth Equity ETF
-0.42%
-$4,499.84 
FTHY First Trust High Yield Opportunities 2027 Fund
-0.38%
-$56,820.15 
NVDA NVIDIA Corporation
-0.34%
-$50,291.88 
VPV Invesco Pennsylvania Value Municipal Income Trust
-0.29%
-$349.44 
CEG Constellation Energy Corporation
-0.26%
-$4,005.82 
RVT Royce Small-Cap Trust, Inc.
-0.24%
-$3,095.32 
IBM International Business Machines Corporation
-0.23%
-$1,983.26 
IBIT iShares Bitcoin Trust
-0.19%
-$1,868.4 
EVV Eaton Vance Limited Duration Income Fund
-0.18%
-$1,671.78 
VLO Valero Energy Corporation
-0.17%
-$703.5 
IWM iShares Russell 2000 ETF
-0.16%
-$328.49 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.1%
-$2,805.67 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$354.2 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$811.42 
CAH Cardinal Health Inc.
-0.09%
-$865.61 
GPIX S&P 500 Core Premium Income Fund
-0.08%
-$4,732.06 
VHT Vanguard Health Care ETF
-0.07%
-$711.58 
VOO Vanguard S&P 500 ETF
-0.07%
-$813.81 
BX Blackstone Inc.
-0.06%
-$155.82 
IVV iShares Core S&P 500 ETF
-0.06%
-$139.49 
DFAU Dimensional US Core Equity Market ETF
-0.06%
-$5,476.44 
VFLO VictoryShares Free Cash Flow ETF
-0.04%
-$1,839.56 
NVO Novo Nordisk A/S Sponsored ADR
-0.03%
-$695.31 Events
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Dividends
Dividend Analysis
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| Trades 1826 | Longs Won 1232/1826 67% | Profit Factor 9.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $476,921.59 |
| Average Win $98,891.04 | Best Trade (Oct 16) $11.7M | Sharpe Ratio -10.91 |
| Average Loss -$22,770.29 | Worst Trade (Oct 14) -$1.1M | Z-Score 4.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 5d | Expectancy $59,314.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 69,387 | $9.87M | $23.94M | - | $14.08M | 142.62% | +0.901% |
| ABBV AbbVie Inc. | 15,754 | $2.62M | $4.5M | - | $1.88M | 71.62% | +0.723% |
| ACP abrdn Income Credit Strategies Fund | 467,237 | $3.09M | $2.01M | - | -$1.08M | -34.97% | -1.03% |
| ADT ADT Inc. | 19,435 | $175,806.91 | $134,295.85 | - | -$41,511.06 | -23.61% | +0.729% |
| AFB AllianceBernstein National Municipal Income Fund | 39,174 | $410,543.19 | $382,534.11 | - | -$28,009.08 | -6.82% | +0.051% |
| AMAT Applied Materials, Inc. | 518 | $374,798 | $218,880.9 | - | -$155,917.1 | -41.6% | -1.735% |
| AMD Advanced Micro Devices, Inc. | 715 | $415,351 | $390,032.5 | - | -$25,318.5 | -6.1% | -2.976% |
| AMGN Amgen Inc. | 1,946 | $519,849.23 | $849,643.06 | - | $329,793.83 | 63.44% | +0.594% |
| AMZN Amazon.com Inc | 62,771 | $5.47M | $15.91M | - | $10.43M | 190.6% | -0.524% |
| APD Air Products and Chemicals, Inc. | 1,955 | $560,370.3 | $587,340.65 | - | $26,970.35 | 4.81% | +1.291% |
| AVGO Broadcom Inc. | 59,476 | $6.9M | $20.12M | - | $13.22M | 191.72% | -1.777% |
| AXP American Express Company | 3,130 | $1.03M | $995,574.75 | - | -$32,862.72 | -3.2% | +1.34% |
| BAC Bank of America Corporation | 47,236 | $1.56M | $2.47M | - | $912,411.29 | 58.62% | +1.103% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 45,565 | $4.18M | $4.17M | - | -$8,371.33 | -0.2% | +0.011% |
| BP BP p.l.c. Sponsored ADR | 40,066 | $1.4M | $1.97M | - | $577,338.09 | 41.32% | +1.744% |
| BRK-B Berkshire Hathaway Inc. | 1,034 | $322,158.01 | $548,619.72 | - | $226,461.71 | 70.3% | +0.932% |
| BX Blackstone Inc. | 2,226 | $170,983.5 | $242,923.38 | - | $71,939.88 | 42.07% | -0.064% |
| C Citigroup Inc. | 13,105 | $1.39M | $1.65M | - | $260,023.73 | 18.75% | +2.013% |
| CAH Cardinal Health Inc. | 3,847 | $301,962.34 | $975,156.79 | - | $673,194.45 | 222.94% | -0.089% |
| CEG Constellation Energy Corporation | 5,642 | $1.11M | $1.55M | - | $441,958.4 | 39.98% | -0.258% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Eugene Donato?
The largest contributions to the portfolio's profits come from the following stocks: First Trust High Yield Opportunities 2027 Fund - $6.49M, NVIDIA Corporation - $2.3M, iShares MSCI USA Min Vol Factor ETF - $1.88M, JPMorgan Nasdaq Equity Premium Income ETF - $1.7M, and JPMorgan Equity Premium Income Fund - $1.46M. 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: Diageo plc Sponsored ADR - $1.37M, General Mills, Inc - $1.21M, Constellation Brands, Inc - $427,297.83, Biogen Inc - $315,723.43, and Devon Energy Corporation - $164,080.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eugene Donato's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.74M earned over time. The largest contributors to dividend income include First Trust High Yield Opportunities 2027 Fund - $6.43M, JPMorgan Nasdaq Equity Premium Income ETF - $1.7M, JPMorgan Equity Premium Income Fund - $1.38M, Invesco Trust for Investment Grade Municipals - $531,839.55, and iShares MSCI USA Min Vol Factor ETF - $393,562.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eugene Donato's monthly returns?
Eugene Donato's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Eugene Donato's strategy be considered aggressive or moderate?
Eugene Donato'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 Eugene Donato's strategy?
Eugene Donato'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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