Arthur Mallet Portfolio

Invests via Regency Capital Management Inc.\DE | Managed by Neil Rose

Invests via Regency Capital Management Inc.\DE

Managed by Neil Rose

Automatically Tracked

Tracking: 0 Updated: 30 minutes ago

Arthur Mallet Profile

Arthur Mallet is a distinguished operating executive known for his extensive experience in leading high-growth companies across multiple sectors. With a strong foundation in technology and consumer goods, he has played pivotal roles in scaling businesses through innovative operational strategies and strategic partnerships. His leadership has consistently driven profitability and market expansion, establishing him as a respected figure within entrepreneurial circles. A graduate of prestigious institutions, he combines academic rigor with hands-on expertise to guide organizations through transformative phases, positioning them for long-term success.

Investment Philosophy & Strategy

Market dynamics shape investment perspectives as Arthur Mallet emphasizes leveraging operational expertise to unlock value in targeted ventures. His approach integrates a focus on scalable innovations and strategic partnerships, promoting sustainable growth within diverse sectors. By combining thorough market analysis with practical insights, he adeptly identifies transformative opportunities that lead to competitive advantages. This entrepreneurial mindset prioritizes agility and adaptability, allowing for responsive strategies tailored to evolving industry landscapes. With an emphasis on building strong organizational foundations, his investment philosophy centers around driving long-term success while mitigating risks through informed decision-making.

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:

34.07%

Gain +0.94%

Monthly

0.63%

Yearly

7.77%

Drawdown

12.56%

$238.96M

Equity

Holdings

$238.96M

Investment

$176.01M

$91.15M

Profit +$2.66M

Realized

$28.2M

Unrealized

$62.95M

Dividends

$9.25M

Goals

Avg. 8% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

16%

Today

Compared To Yesterday

Gain

0.94%

Profit

$2.66M

Win %

76%

This Week

Compared To Last Week

Gain

1.13%

Profit

$2.66M

Win %

76%

This Month

Compared to last month

Gain

0.41%

Profit

$963,559.13

Win %

76%

This Year

Compared to last year

Gain

-16.79%

Profit

-$37.72M

Win %

79%

Gainers
Losers

ZNTL Zentalis Pharmaceuticals, Inc.

+6.53%

+$7,227.5

PSLV Sprott Physical Silver Trust

+5.15%

+$249,505.8

COPX Global X Copper Miners ETF

+4.28%

+$58,254.4

IAU iShares Gold Trust

+3.61%

+$503,932

SMH VanEck Semiconductor ETF

+3.58%

+$88,276.4

TMDX TransMedics Group Inc.

+3.51%

+$55,925.76

COPP Sprott Copper Miners ETF

+3.37%

+$93,477.15

XLK State Street Technology Select Sector SPDR ETF

+3.15%

+$10,418.21

GEV GE Vernova Inc.

+3.04%

+$8,592

AMZN Amazon.com Inc

+2.99%

+$123,798.19

EMXC iShares MSCI Emerging Markets ex China ETF

+2.86%

+$75,046.2

GOOGL Alphabet Inc

+2.61%

+$90,456.3

GOOG Alphabet Inc

+2.45%

+$35,335.8

VPL Vanguard FTSE Pacific ETF

+2.42%

+$200,979.37

ADBE Adobe Inc.

+2.3%

+$15,008

HUBB Hubbell Inc.

+2.27%

+$158,366.6

NVDA NVIDIA Corporation

+2.14%

+$194,553.46

MSFT Microsoft Corp.

+1.94%

+$88,958.64

APH Amphenol Corporation

+1.9%

+$213,609.83

AAPL Apple Inc.

+1.77%

+$163,437.84

CLS Celestica Inc.

+1.62%

+$22,691.22

VTI VANGUARD TOTAL STOCK MKT ETF

+1.56%

+$24,266.55

SPY SPDR S&P 500 ETF Trust

+1.56%

+$30,425.92

AME Ametek Inc.

+1.39%

+$108,678.72

TSLA Tesla, Inc.

+1.32%

+$8,919.59

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.32%

+$101,222.73

IVV iShares Core S&P 500 ETF

+1.31%

+$16,513.92

HD The Home Depot, Inc.

+1.3%

+$44,250.82

ITOT iShares Core S&P Total U.S. Stock Market ETF

+1.29%

+$35,265.14

BRK-A Berkshire Hathaway Inc.

+1.28%

+$9,389.99

WCC Wesco International Inc.

+1.26%

+$66,193.52

PANW Palo Alto Networks, Inc.

+1.24%

+$75,063.52

BRK-B Berkshire Hathaway Inc.

+1%

+$144,011

AURA Aura Biosciences Inc.

+0.94%

+$31,949.7

ASML ASML Holding N.V. New York Registry Shares

+0.87%

+$66,344.84

IWR iShares Russell Mid-Cap ETF

+0.79%

+$3,440

ALLE Allegion plc

+0.75%

+$42,489

BMI Badger Meter Inc.

+0.6%

+$15,656.22

MKL Markel Group Inc.

+0.53%

+$64,636.57

CRS Carpenter Technology Corporation

+0.51%

+$16,404.96

NVR NVR, Inc.

+0.4%

+$4,353.32

GOVT iShares U.S. Treasury Bond ETF

+0.22%

+$4,562.5

IRD Opus Genetics Inc.

+0.12%

+$340

IWN iShares Russell 2000 Value ETF

+0.03%

+$150

SGOV iShares 0-3 Month Treasury Bond ETF

+0.01%

+$89.85

EQNR Equinor ASA Sponsored ADR

-5.49%

-$28,067.9

XOM Exxon Mobil Corporation

-4.31%

-$16,432.68

EOG EOG Resources, Inc.

-3.56%

-$110,486.29

XLE Energy Select Sector SPDR Fund

-3.45%

-$297,059.22

LNG Cheniere Energy Inc.

-2.7%

-$62,921.87

TYL Tyler Technologies Inc.

-2.18%

-$52,346.91

NTR Nutrien Ltd.

-1.77%

-$33,210.25

MATX Matson Inc.

-1.29%

-$5,070

IEFA iShares Core MSCI EAFE ETF

-0.67%

-$2,778.51

CPRT Copart Inc.

-0.65%

-$3,543.13

WMB The Williams Companies, Inc.

-0.49%

-$1,596.6

WTM White Mountains Insurance Group Ltd.

-0.33%

-$10,384.27

COST Costco Wholesale Corporation

-0.29%

-$38,630.91

CB Chubb Limited

-0.24%

-$25,842.27

FAST Fastenal Co.

-0.06%

-$2,644.98

Events

Dividends

Dividend Analysis

No Data

Trades 1242	Longs Won 672/1242 54%	Profit Factor 4.71
Profitability	Shorts Won 0/0 0%	Standard Deviation $353,751.62
Average Win $172,215.31	Best Trade (Jun 11) $4.67M	Sharpe Ratio -13.03
Average Loss -$43,115.79	Worst Trade (Jun 30) -$1.45M	Z-Score -4.59 (100%)
Commissions $0	Avg. Trade Length 1y 3d	Expectancy $73,391.86

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	5,556	5,000	4,444	3,889	3,333	2,778	2,222	1,667	1,111	556