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:
-0.88%
Gain
Monthly
0.17%
Yearly
2.1%
Drawdown
41.24%
$291.13M
Equity
Holdings
$291.13M
Investment
$195.95M
$107.54M
Profit -$1.65M
Realized
$12.35M
Unrealized
$95.18M
Dividends
$19.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.65M
Win %
77%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$667,787.95
Win %
77%
This Month
Compared to last month
Gain
1.08%
Profit
$3.12M
Win %
77%
This Year
Compared to last year
Gain
14.01%
Profit
$35.76M
Win %
76%
GIS General Mills, Inc.
+4.25%
+$45,916.38 
WM Waste Management, Inc.
+3.68%
+$36,919.56 
MPB Mid Penn Bancorp Inc.
+3.65%
+$32,009.08 
MRK Merck & Co., Inc.
+3.5%
+$12,212.92 
VLO Valero Energy Corporation
+3%
+$8,253.81 
UPS United Parcel Service, Inc.
+2.99%
+$13,722.75 
ADT ADT Inc.
+2.96%
+$4,090.2 
WTRG Essential Utilities Inc.
+2.91%
+$7,420.07 
PM Philip Morris International Inc.
+2.84%
+$24,312.2 
ABBV AbbVie Inc.
+2.77%
+$103,727.25 
CL Colgate-Palmolive Company
+2.73%
+$31,305 
MDLZ Mondelez International, Inc.
+2.59%
+$6,114.96 
KHC The Kraft Heinz Company
+2.56%
+$9,953.76 
AMGN Amgen Inc.
+2.54%
+$18,782.4 
MA Mastercard Incorporated
+2.48%
+$145,604.25 
URI United Rentals, Inc.
+2.47%
+$16,342.9 
VZ Verizon Communications Inc.
+2.44%
+$31,137.87 
LOW Lowe's Companies Inc.
+2.44%
+$15,100.05 
MCD McDonald's Corporation
+2.34%
+$19,170.27 
KO The Coca-Cola Company
+2.2%
+$34,829.85 
PEP PepsiCo, Inc.
+2.13%
+$20,730.24 
T AT&T Inc.
+2.12%
+$7,794.15 
LLY Eli Lilly and Company
+2.11%
+$64,175.89 
IYK iShares U.S. Consumer Staples ETF
+2.1%
+$4,634.16 
SYY Sysco Corporation
+2.08%
+$27,783.84 
NVO Novo Nordisk A/S Sponsored ADR
+2%
+$47,243.76 
COST Costco Wholesale Corporation
+1.99%
+$43,117.2 
VDC VANGUARD CONSUMER STAPLES ETF
+1.97%
+$6,333.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.96%
+$6,322.53 
MO Altria Group, Inc.
+1.9%
+$16,211.32 
GLPI Gaming and Leisure Properties, Inc.
+1.86%
+$13,051.94 
V Visa Inc. Class A
+1.84%
+$30,031.75 
SHOP Shopify Inc.
+1.84%
+$19,224.63 
VHT Vanguard Health Care ETF
+1.79%
+$17,184.2 
NJR New Jersey Resources Corporation
+1.77%
+$5,085.02 
CLX The Clorox Company
+1.76%
+$6,654.61 
HD The Home Depot, Inc.
+1.75%
+$12,626.92 
WMT Walmart Inc.
+1.71%
+$14,280.96 
CMCSA Comcast Corp
+1.66%
+$7,108.14 
FVD First Trust Value Line Dividend Index Fund
+1.55%
+$31,344.58 
PG Procter & Gamble Co
+1.52%
+$51,219 
CVX Chevron Corporation
+1.5%
+$4,262.24 
ET Energy Transfer L.P.
+1.38%
+$5,421.62 
AAPL Apple Inc.
+1.33%
+$311,199 
COWZ Pacer US Cash Cows 100 ETF
+1.23%
+$2,878.59 
EXC Exelon Corporation
+1.22%
+$3,953.04 
MSFT Microsoft Corp.
+1.19%
+$30,238.26 
XOM Exxon Mobil Corporation
+1.15%
+$18,528.92 
NVS Novartis AG Sponsored ADR
+1.13%
+$10,218.96 
HON Honeywell International Inc.
+1.03%
+$3,209.54 
IBM International Business Machines Corporation
+1.02%
+$7,756.54 
AXP American Express Company
+1%
+$4,121.99 
PPL PPL Corporation
+0.99%
+$1,962.44 
SO The Southern Company
+0.98%
+$9,765.93 
APD Air Products and Chemicals, Inc.
+0.93%
+$5,374.72 
CAH Cardinal Health Inc.
+0.88%
+$7,604.2 
IVE ISHARES S&P 500 VALUE ETF
+0.79%
+$8,329.62 
JNJ Johnson & Johnson
+0.78%
+$12,024.09 
USMV iShares MSCI USA Min Vol Factor ETF
+0.75%
+$84,015.93 
WFC Wells Fargo & Company
+0.74%
+$13,735.27 
LMT Lockheed Martin Corporation
+0.73%
+$1,622.71 
COP ConocoPhillips
+0.71%
+$6,759.89 
VIG Vanguard Dividend Appreciation ETF
+0.64%
+$5,631.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.5%
+$2,957.17 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$21,414.64 
AMZN Amazon.com Inc
+0.45%
+$71,875.86 
BX Blackstone Inc.
+0.43%
+$1,186.35 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.43%
+$2,185.95 
VFLO VictoryShares Free Cash Flow ETF
+0.35%
+$13,846.8 
ACP abrdn Income Credit Strategies Fund
+0.35%
+$9,524.75 
INCM Franklin Income Focus ETF
+0.33%
+$10,579.01 
UYG ProShares Ultra Financials
+0.3%
+$1,148 
IWM iShares Russell 2000 ETF
+0.26%
+$642.2 
RDVY First Trust Rising Dividend Achievers ETF
+0.17%
+$431.48 
VPU Vanguard Utilities ETF
+0.15%
+$2,304.05 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.07%
+$11,726.38 
GOOG Alphabet Inc
+0.05%
+$3,117.97 
JMHI JPMorgan High Yield Municipal ETF
+0.03%
+$116 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$385.48 
GDV Gabelli Dividend & Income Trust
+0.02%
+$206.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$233.09 
SYFI AB Short Duration High Yield ETF
0%
$0 
MU Micron Technology, Inc.
-5.65%
-$486,288.35 
GE General Electric Company
-4.63%
-$29,199.56 
ETN Eaton Corporation plc
-4.2%
-$84,227.27 
GS The Goldman Sachs Group, Inc.
-3.69%
-$11,599.77 
VRT Vertiv Holdings Co
-3.56%
-$97,710.12 
MS Morgan Stanley
-3.53%
-$13,718.1 
AVGO Broadcom Inc.
-3.25%
-$756,633.6 
QCOM QUALCOMM Incorporated
-3.17%
-$15,373.65 
PWR Quanta Services Inc.
-2.62%
-$49,761.66 
NVDA NVIDIA Corporation
-2.34%
-$333,608.28 
CEG Constellation Energy Corporation
-2.29%
-$28,101.9 
GEV GE Vernova Inc.
-1.98%
-$25,400.22 
IGM iShares Expanded Tech Sector ETF
-1.76%
-$21,350 
NOW ServiceNow, Inc.
-1.65%
-$9,316.05 
C Citigroup Inc.
-1.65%
-$22,754.9 
JGRO JPMorgan Active Growth ETF
-1.63%
-$24,430.77 
CGGO Capital Group Global Growth Equity ETF
-1.58%
-$3,994.15 
SOFI SoFi Technologies, Inc.
-1.46%
-$6,283.16 
VGM Invesco Trust for Investment Grade Municipals
-1.13%
-$1,274.28 
QQQ Invesco QQQ Trust, Series 1
-1.08%
-$8,738.9 
META Meta Platforms Inc Class A
-1.06%
-$48,308.82 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.99%
-$17,601.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.95%
-$85,875.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.82%
-$2,541.61 
CTA Simplify Managed Futures Strategy ETF
-0.67%
-$3,283.74 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.67%
-$13,559.03 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.53%
-$1,719.08 
IBIT iShares Bitcoin Trust
-0.5%
-$3,867.43 
TSLA Tesla, Inc.
-0.49%
-$4,383.03 
EVV Eaton Vance Limited Duration Income Fund
-0.48%
-$5,420.48 
F Ford Motor Company
-0.46%
-$2,386.22 
JPM JPMorgan Chase & Co.
-0.46%
-$8,868.91 
PEG Public Service Enterprise Group Incorporated
-0.46%
-$8,120.15 
OXSQ Oxford Square Capital Corp.
-0.31%
-$62.46 
BP BP p.l.c. Sponsored ADR
-0.27%
-$4,719.33 
CRWD CrowdStrike Holdings, Inc.
-0.24%
-$12,079.48 
HYD VanEck High Yield Muni ETF
-0.23%
-$3,712.32 
AFB AllianceBernstein National Municipal Income Fund
-0.22%
-$1,182.03 
VPV Invesco Pennsylvania Value Municipal Income Trust
-0.22%
-$268.1 
GPIX S&P 500 Core Premium Income Fund
-0.21%
-$10,619.33 
VOO Vanguard S&P 500 ETF
-0.18%
-$2,241.58 
FLMI Franklin Dynamic Municipal Bond ETF
-0.18%
-$1,583.82 
SPY SPDR S&P 500 ETF Trust
-0.18%
-$1,524.56 
BAC Bank of America Corporation
-0.15%
-$4,846.71 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.14%
-$3,917.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.13%
-$480 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.1%
-$1,275.08 
MTBA Simplify MBS ETF
-0.07%
-$282.42 
NFLX Netflix, Inc.
-0.05%
-$132.44 
BRK-B Berkshire Hathaway Inc.
-0.04%
-$186.11 
DFAU Dimensional US Core Equity Market ETF
-0.03%
-$2,557.76 
RVT Royce Small-Cap Trust, Inc.
-0.03%
-$410.42 
GOOGL Alphabet Inc
-0.03%
-$924.81 Events
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Dividends
Dividend Analysis
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| Trades 1687 | Longs Won 1154/1687 68% | Profit Factor 11.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $495,200.29 |
| Average Win $101,869.21 | Best Trade (Jul 17) $11.5M | Sharpe Ratio -11.05 |
| Average Loss -$18,798.1 | Worst Trade (Jul 10) -$1.09M | Z-Score 16.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4d | Expectancy $63,744.92 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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