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:
61.11%
Gain -0.93%
Monthly
1.28%
Yearly
16.51%
Drawdown
18.86%
$298.24M
Equity
Holdings
$298.24M
Investment
$205.13M
$107.9M
Profit -$2.03M
Realized
$14.8M
Unrealized
$93.11M
Dividends
$20.62M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.93%
Profit
-$2.03M
Win %
75%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.37M
Win %
75%
This Month
Compared to last month
Gain
-0.68%
Profit
-$2.03M
Win %
75%
This Year
Compared to last year
Gain
1.27%
Profit
$3.73M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$2.26M 
OXSQ Oxford Square Capital Corp.
+7.64%
+$1,374.12 
ETN Eaton Corporation plc
+7.32%
+$122,214.27 
GOOG Alphabet Inc
+6.88%
+$438,083.84 
GOOGL Alphabet Inc
+6.73%
+$207,330.69 
VRT Vertiv Holdings Co
+6.18%
+$126,658.23 
META Meta Platforms Inc Class A
+3.28%
+$100,227.87 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$78,147.84 
MSFT Microsoft Corp.
+3.02%
+$89,755.73 
NVDA NVIDIA Corporation
+2.93%
+$388,063.5 
CVX Chevron Corporation
+2.35%
+$7,453.48 
BP BP p.l.c. Sponsored ADR
+2.26%
+$40,066 
CSCO Cisco Systems, Inc.
+2.14%
+$5,980.23 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,118.69 
JCI Johnson Controls International plc
+1.93%
+$3,811.38 
IONQ IonQ, Inc.
+1.87%
+$3,973.1 
ADT ADT Inc.
+1.73%
+$2,526.55 
VZ Verizon Communications Inc.
+1.52%
+$20,558.3 
LMT Lockheed Martin Corporation
+1.5%
+$3,797.2 
PWR Quanta Services Inc.
+1.43%
+$27,277.07 
GE General Electric Company
+1.42%
+$8,812.56 
CAH Cardinal Health Inc.
+1.3%
+$11,387.09 
CMCSA Comcast Corp
+1.23%
+$5,336 
COP ConocoPhillips
+1.22%
+$10,061.56 
WFC Wells Fargo & Company
+1.19%
+$19,182.12 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,267 
AMAT Applied Materials, Inc.
+1.18%
+$3,056.21 
NOW ServiceNow, Inc.
+1.05%
+$7,725.6 
IBM International Business Machines Corporation
+0.86%
+$7,147.15 
GEV GE Vernova Inc.
+0.85%
+$11,368.08 
MCD McDonald's Corporation
+0.82%
+$6,791.43 
TSLA Tesla, Inc.
+0.76%
+$5,203.76 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,895.39 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,155.15 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,428.48 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,897.32 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$17,635.56 
SYY Sysco Corporation
+0.63%
+$8,611.97 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$35,753.27 
JGRO JPMorgan Active Growth ETF
+0.61%
+$9,634.24 
ET Energy Transfer L.P.
+0.59%
+$2,405.16 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$11,239.04 
MO Altria Group, Inc.
+0.57%
+$4,725.24 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$51,604.74 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$51,113.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,899.26 
EXC Exelon Corporation
+0.53%
+$1,696.8 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$35,578.83 
RVT Royce Small-Cap Trust, Inc.
+0.5%
+$6,964.47 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$2,750.3 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$4,729.9 
VLO Valero Energy Corporation
+0.38%
+$1,116.22 
AVGO Broadcom Inc.
+0.37%
+$85,645.44 
PG Procter & Gamble Co
+0.37%
+$11,906.98 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,923.24 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$850.56 
BAC Bank of America Corporation
+0.36%
+$10,391.92 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$15,937.39 
MRK Merck & Co., Inc.
+0.32%
+$1,140.65 
JPM JPMorgan Chase & Co.
+0.27%
+$5,163.42 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$11,038.44 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.22%
+$35,219.1 
SO The Southern Company
+0.21%
+$2,100.2 
JNJ Johnson & Johnson
+0.21%
+$3,493.23 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$425.49 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$902.42 
GLPI Gaming and Leisure Properties, Inc.
+0.18%
+$1,261.76 
T AT&T Inc.
+0.17%
+$691.28 
MS Morgan Stanley
+0.17%
+$617.4 
C Citigroup Inc.
+0.1%
+$1,703.52 
WM Waste Management, Inc.
+0.1%
+$944.68 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$3,972.33 
WMT Walmart Inc.
+0.09%
+$737.61 
GDV Gabelli Dividend & Income Trust
+0.07%
+$827.64 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$562.48 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,366.95 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
SYFI AB Short Duration High Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$314,975.29 
AAPL Apple Inc.
-7.35%
-$1.7M 
MU Micron Technology, Inc.
-5.9%
-$537,570.95 
SHOP Shopify Inc.
-4.29%
-$46,562.25 
IBIT iShares Bitcoin Trust
-2.89%
-$22,005.6 
QCOM QUALCOMM Incorporated
-2.63%
-$10,621.41 
ABBV AbbVie Inc.
-2.51%
-$101,928.38 
KHC The Kraft Heinz Company
-2.01%
-$8,189.03 
NFLX Netflix, Inc.
-2%
-$5,147.96 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,606.61 
APD Air Products and Chemicals, Inc.
-1.77%
-$10,381.05 
PINK Simplify Health Care ETF
-1.57%
-$16,967.54 
NVS Novartis AG Sponsored ADR
-1.45%
-$13,675.94 
CLX The Clorox Company
-1.24%
-$3,999.6 
WTRG Essential Utilities Inc.
-1.24%
-$3,353.5 
MDLZ Mondelez International, Inc.
-1.22%
-$3,009.94 
F Ford Motor Company
-1.21%
-$6,244.02 
VPV Invesco Pennsylvania Value Municipal Income Trust
-1.19%
-$1,419.6 
NJR New Jersey Resources Corporation
-1.18%
-$3,426.54 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$19,198.29 
LOW Lowe's Companies Inc.
-1.08%
-$5,881.58 
KO The Coca-Cola Company
-1.02%
-$16,888.5 
UPS United Parcel Service, Inc.
-1%
-$3,952.2 
XOM Exxon Mobil Corporation
-0.97%
-$18,563.49 
SOFI SoFi Technologies, Inc.
-0.97%
-$3,866.56 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$1,794.9 
VHT Vanguard Health Care ETF
-0.76%
-$7,085.49 
MA Mastercard Incorporated
-0.74%
-$45,564.29 
VPU Vanguard Utilities ETF
-0.71%
-$10,512.8 
AMGN Amgen Inc.
-0.64%
-$4,826.1 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,185.53 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,125.44 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$3,212.86 
PM Philip Morris International Inc.
-0.61%
-$5,600.23 
LLY Eli Lilly and Company
-0.53%
-$16,820.72 
MPB Mid Penn Bancorp Inc.
-0.52%
-$5,044.4 
IWM iShares Russell 2000 ETF
-0.47%
-$1,014.69 
JIVE JPMorgan International Value ETF
-0.46%
-$4,543.44 
PEP PepsiCo, Inc.
-0.46%
-$4,458.88 
HD The Home Depot, Inc.
-0.42%
-$2,753.63 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,336.69 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$7,509.1 
VGT Vanguard Information Technology ETF
-0.38%
-$877.2 
AXP American Express Company
-0.38%
-$3,975.07 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,297.44 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$7,470.99 
CL Colgate-Palmolive Company
-0.33%
-$3,685.2 
MTBA Simplify MBS ETF
-0.31%
-$1,814.7 
CEG Constellation Energy Corporation
-0.31%
-$4,570.02 
AFB AllianceBernstein National Municipal Income Fund
-0.28%
-$1,175.22 
JMHI JPMorgan High Yield Municipal ETF
-0.27%
-$1,045.7 
INCM Franklin Income Focus ETF
-0.27%
-$9,631.68 
BX Blackstone Inc.
-0.25%
-$712.34 
COST Costco Wholesale Corporation
-0.24%
-$5,364.77 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$652.14 
ACP abrdn Income Credit Strategies Fund
-0.2%
-$4,672.37 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,924.61 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$611.15 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$3,577.32 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$765.13 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,617.1 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$101.73 
UYG ProShares Ultra Financials
-0.08%
-$328 
V Visa Inc. Class A
-0.04%
-$637.23 Events
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Dividends
Dividend Analysis
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| Trades 1826 | Longs Won 1242/1826 68% | Profit Factor 10.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $465,077.15 |
| Average Win $96,417.19 | Best Trade (Aug 03) $11.83M | Sharpe Ratio -10.91 |
| Average Loss -$20,285.84 | Worst Trade (Mar 30) -$1.08M | Z-Score 14.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 1d | Expectancy $59,092.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 69,387 | $9.87M | $21.43M | - | $11.57M | 117.19% | -7.354% |
| ABBV AbbVie Inc. | 15,754 | $2.62M | $3.95M | - | $1.33M | 50.88% | -2.513% |
| ACP abrdn Income Credit Strategies Fund | 467,237 | $3.09M | $2.36M | - | -$728,891.07 | -23.56% | -0.197% |
| ADT ADT Inc. | 19,435 | $175,806.91 | $148,483.4 | - | -$27,323.51 | -15.54% | +1.731% |
| AFB AllianceBernstein National Municipal Income Fund | 39,174 | $410,543.19 | $426,213.12 | - | $15,669.93 | 3.82% | -0.275% |
| AMAT Applied Materials, Inc. | 518 | $374,798 | $262,973.07 | - | -$111,824.93 | -29.84% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 715 | $415,351 | $340,447.24 | - | -$74,903.76 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 1,946 | $519,849.23 | $749,521.36 | - | $229,672.13 | 44.18% | -0.64% |
| AMZN Amazon.com Inc | 62,771 | $5.47M | $17.05M | - | $11.57M | 211.42% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,955 | $560,370.3 | $576,509.97 | - | $16,139.67 | 2.88% | -1.769% |
| AVGO Broadcom Inc. | 59,476 | $6.9M | $23.15M | - | $16.26M | 235.77% | +0.371% |
| AXP American Express Company | 3,130 | $1.03M | $1.05M | - | $24,025.03 | 2.34% | -0.376% |
| BAC Bank of America Corporation | 47,236 | $1.56M | $2.93M | - | $1.37M | 87.99% | +0.356% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 45,565 | $4.18M | $4.18M | - | -$2,447.88 | -0.06% | +0.033% |
| BP BP p.l.c. Sponsored ADR | 40,066 | $1.4M | $1.81M | - | $414,469.8 | 29.66% | +2.261% |
| BRK-B Berkshire Hathaway Inc. | 1,034 | $322,158.01 | $528,932.36 | - | $206,774.35 | 64.18% | +0.365% |
| BX Blackstone Inc. | 2,226 | $170,983.5 | $284,371.5 | - | $113,388 | 66.32% | -0.25% |
| C Citigroup Inc. | 13,105 | $1.39M | $1.74M | - | $348,613.53 | 25.13% | +0.098% |
| CAH Cardinal Health Inc. | 3,847 | $301,962.34 | $884,925.41 | - | $582,963.07 | 193.06% | +1.304% |
| CEG Constellation Energy Corporation | 5,642 | $1.11M | $1.48M | - | $376,849.72 | 34.09% | -0.307% |
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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 - $6.2M, NVIDIA Corporation - $2.29M, iShares MSCI USA Min Vol Factor ETF - $1.87M, JPMorgan Nasdaq Equity Premium Income ETF - $1.6M, and JPMorgan Equity Premium Income Fund - $1.43M. 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 abrdn Income Credit Strategies Fund - $185,711.58. 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 $20.62M earned over time. The largest contributors to dividend income include First Trust High Yield Opportunities 2027 Fund - $6.14M, JPMorgan Nasdaq Equity Premium Income ETF - $1.6M, JPMorgan Equity Premium Income Fund - $1.35M, Invesco Trust for Investment Grade Municipals - $531,839.55, and iShares MSCI USA Min Vol Factor ETF - $379,077.07. 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.
