WRC

William Reid Culp III Portfolio

Invests via TAGStone Capital Inc. | Managed by William Reid Culp III

Invests via TAGStone Capital Inc.

Managed by William Reid Culp III

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:12 PM

William Reid Culp III Profile

William Reid Culp III is a prominent investment operator with a significant presence in private equity and venture capital. His extensive career includes leadership roles across various sectors, where he has consistently driven value creation and strategic growth. Notably active in fostering innovative startups, Culp leverages his operational insights to enhance portfolio companies' market positioning. With a keen focus on technology commercialization and emerging industries, he adeptly identifies trends that shape future markets. Culp's unique blend of operational acumen and investment experience marks him as a key player in facilitating successful business transitions while nurturing the next generation of entrepreneurs.

Investment Philosophy & Strategy

William Reid Culp III excels at identifying transformative investment opportunities, particularly within the technology sector. His approach combines a thorough understanding of operational dynamics with an eye for promising innovations, making him effective in guiding startups through critical growth phases. With a background rich in private equity and venture capital, he prioritizes investing in disruptive business models that possess scalable potential. Through his extensive network and insight into market trends, he focuses on unlocking value not just financially but by enhancing the strategic positioning of companies under his stewardship. This unique capability allows him to foster meaningful change and drive significant return on investments.

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:

36.76%

Gain +0.34%

Monthly

0.38%

Yearly

4.66%

Drawdown

15.82%

$277.52M

Equity

Holdings

$277.52M

Investment

$210.08M

$64.46M

Profit +$1.09M

Realized

-$2.98M

Unrealized

$67.45M

Dividends

$13.66M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.34%

Profit

$1.09M

Win %

84%

This Week

Compared To Last Week

Gain

0.03%

Profit

$88,339.99

Win %

84%

This Month

Compared to last month

Gain

-0.9%

Profit

-$2.51M

Win %

84%

This Year

Compared to last year

Gain

6.69%

Profit

$17.39M

Win %

84%

Gainers
Losers

CALY BlackRock Short-Term California Muni Bond ETF

+3.54%

+$8,096.76

SCHW Charles Schwab Corporation

+2.73%

+$16,238.2

ESAB Esab Corporation

+2.71%

+$12,729.2

AMAT Applied Materials, Inc.

+2.63%

+$15,318.59

JPM JPMorgan Chase & Co.

+2.3%

+$22,100.45

AXP American Express Company

+2.18%

+$66,421.25

EL The Estée Lauder Companies Inc. Class A

+1.86%

+$11,650.56

TSLA Tesla, Inc.

+1.82%

+$5,554.64

UNP Union Pacific Corporation

+1.65%

+$65,177.32

BAC Bank of America Corporation

+1.5%

+$12,983.69

SPMO Invesco S&P 500 Momentum ETF

+1.28%

+$8,134.95

LRCX Lam Research Corporation

+1.19%

+$12,990.03

XSMO Invesco S&P SmallCap Momentum ETF

+1.19%

+$4,236.75

OPPJ WisdomTree Japan Opportunities Fund

+1.16%

+$36,224.89

VOE Vanguard Mid-Cap Value ETF

+1.09%

+$64,557.75

JNJ Johnson & Johnson

+1.07%

+$46,772.1

V Visa Inc. Class A

+1.05%

+$8,206.41

SLYV SPDR S&P 600 Small Cap Value ETF

+1.03%

+$48,737.26

IJS iShares S&P Small-Cap 600 Value ETF

+1.02%

+$8,728.28

SPHQ Invesco S&P 500 Quality ETF

+1.02%

+$26,769.6

DFAS Dimensional U.S. Small Cap ETF

+1%

+$38,400

DFAT Dimensional US Targeted Value ETF

+0.99%

+$70,536.51

KKR KKR & Co. Inc.

+0.99%

+$3,588.16

IWR iShares Russell Mid-Cap ETF

+0.95%

+$2,973.3

VTV Vanguard Value ETF

+0.94%

+$43,385.58

DFUV Dimensional US Marketwide Value ETF

+0.91%

+$25,604.37

SPEM SPDR Portfolio Emerging Markets ETF

+0.91%

+$17,607.14

IYR iShares U.S. Real Estate ETF

+0.91%

+$10,753.6

IWM iShares Russell 2000 ETF

+0.9%

+$7,220.72

VBR VANGUARD SMALL-CAP VALUE ETF

+0.9%

+$2,105.43

SLYG SPDR S&P 600 Small Cap Growth ETF

+0.89%

+$18,878

IJJ iShares S&P Mid-Cap 400 Value ETF

+0.88%

+$10,694.32

MKL Markel Group Inc.

+0.87%

+$1,712

DFAR Dimensional US Real Estate ETF

+0.87%

+$8,566.58

VTWO Vanguard Russell 2000 ETF

+0.86%

+$8,314.32

IJT iShares S&P Small-Cap 600 Growth ETF

+0.83%

+$7,340.59

COWZ Pacer US Cash Cows 100 ETF

+0.82%

+$5,436.08

XMMO Invesco S&P MidCap Momentum ETF

+0.8%

+$7,537.06

MDYV SPDR S&P 400 Mid Cap Value ETF

+0.72%

+$6,423.3

SPGP Invesco S&P 500 GARP ETF

+0.71%

+$1,849.6

BRK-B Berkshire Hathaway Inc.

+0.69%

+$74,859.32

COST Costco Wholesale Corporation

+0.68%

+$40,233.06

SPYV SPDR Portfolio S&P 500 Value ETF

+0.65%

+$44,196.15

XSHQ Invesco S&P SmallCap Quality ETF

+0.62%

+$4,730.77

IEMG iShares Core MSCI Emerging Markets ETF

+0.61%

+$8,064.85

VGT Vanguard Information Technology ETF

+0.6%

+$10,035.2

IJK iShares S&P Mid-Cap 400 Growth ETF

+0.59%

+$10,282.28

EEM iShares MSCI Emerging Markets ETF

+0.59%

+$3,198.4

QQQ Invesco QQQ Trust, Series 1

+0.59%

+$3,249.4

IVV iShares Core S&P 500 ETF

+0.58%

+$148,922.32

LRGF iShares U.S. Equity Factor ETF

+0.57%

+$1,832.66

VIG Vanguard Dividend Appreciation ETF

+0.57%

+$9,420.39

GOOGL Alphabet Inc

+0.53%

+$31,967.67

DFIS Dimensional International Small Cap ETF

+0.51%

+$2,386.88

MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF

+0.48%

+$1,201.73

VSS Vanguard FTSE All-World ex-US Small-Cap ETF

+0.47%

+$2,837.1

JEPI JPMorgan Equity Premium Income Fund

+0.47%

+$1,909.96

SCZ iShares MSCI EAFE Small-Cap ETF

+0.46%

+$6,330.48

SPYG SPDR Portfolio S&P 500 Growth ETF

+0.45%

+$64,996.57

IXUS iShares Core International Stock ETF

+0.43%

+$4,734.27

PGR Progressive Corporation

+0.41%

+$5,440.68

DFIC Dimensional International Core Equity Market ETF

+0.41%

+$4,126.1

PEP PepsiCo, Inc.

+0.4%

+$1,472.62

BN Brookfield Corporation

+0.4%

+$1,203.84

DFEM Dimensional Emerging Markets Core Equity 2 ETF

+0.36%

+$927.86

VBK Vanguard Small-Cap Growth ETF

+0.36%

+$15,333.71

XMHQ Invesco S&P MidCap Quality ETF

+0.35%

+$3,202.29

AMGN Amgen Inc.

+0.34%

+$5,037.39

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$14,622.74

JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF

+0.22%

+$541.82

DEHP Dimensional Emerging Markets High Profitability ETF

+0.21%

+$1,283.67

NVDA NVIDIA Corporation

+0.18%

+$8,167.38

MSFT Microsoft Corp.

+0.13%

+$1,356.16

VONG Vanguard Russell 1000 Growth Fund

+0.1%

+$4,940.65

BABA Alibaba Group Holding Limited SP ADR

+0.08%

+$765.18

IWF iShares Russell 1000 Growth ETF

+0.06%

+$845.4

VOX Vanguard Communication Services ETF

+0.06%

+$128.34

IQLT iShares MSCI International Quality Factor ETF

+0.06%

+$453.69

TJX The TJX Companies, Inc.

+0.06%

+$1,846.04

USHY iShares Broad USD High Yield Corporate Bond ETF

+0.05%

+$150.42

MEAR iShares Short Maturity Bond ETF

+0.04%

+$181.22

SUB iShares Short-Term National Muni Bond ETF

+0.04%

+$233.36

IWP iShares Russell Mid-Cap Growth ETF

+0.04%

+$2,186.5

SGOV iShares 0-3 Month Treasury Bond ETF

+0.03%

+$469.83

VUSB Vanguard Ultra-Short Bond ETF

+0.02%

+$59.79

DUSB Dimensional Ultrashort Fixed Income ETF

+0.01%

+$1,398.12

25434V666

ICSH iShares Short Treasury Bond ETF

SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF

VBIL Vanguard 3-Month Treasury Bill ETF

VCRM

LLY Eli Lilly and Company

-2.41%

-$17,412.85

JKH iShares Morningstar Mid-Cap Growth ETF

-2.31%

-$8,068.95

SHOP Shopify Inc.

-2.02%

-$3,231.27

ULTA Ulta Beauty Inc.

-1.82%

-$9,765

KTB Kontoor Brands Inc.

-1.74%

-$7,844.2

LMT Lockheed Martin Corporation

-1.53%

-$3,654.28

AAPL Apple Inc.

-1.52%

-$35,406

AMZN Amazon.com Inc

-1.21%

-$187,082.79

IBM International Business Machines Corporation

-0.97%

-$4,023.71

AVGO Broadcom Inc.

-0.94%

-$19,117.27

MDLZ Mondelez International, Inc.

-0.58%

-$3,169.42

RTX RTX Corporation

-0.34%

-$1,144.1

META Meta Platforms Inc Class A

-0.26%

-$1,798

KWEB KraneShares CSI China Internet ETF

-0.23%

-$408.9

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.12%

-$272.07

DFCF Dimensional Core Fixed Income ETF

-0.11%

-$847.8

VTEB Vanguard Tax-Exempt Bond ETF

-0.09%

-$3,574.08

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.09%

-$14,809.69

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF

-0.06%

-$1,328.16

DFSD Dimensional Short-Duration Fixed Income ETF

-0.03%

-$244.29

STIP iShares 0-5 Year TIPS Bond ETF

-0.02%

-$424.55

VTES Vanguard Short-Term Tax-Exempt Bond ETF

-0.02%

-$207.46

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.02%

-$89.12

DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF

-0.01%

-$34.89

VCSH Vanguard Short-Term Corporate Bond ETF

-0.01%

-$1,572.12

Events

Dividends

Dividend Analysis

No Data

Trades 1305	Longs Won 923/1305 70%	Profit Factor 10.95
Profitability	Shorts Won 0/0 0%	Standard Deviation $344,969.31
Average Win $76,860.73	Best Trade (Jun 12) $8.55M	Sharpe Ratio -11.66
Average Loss -$16,965.31	Worst Trade (Jun 10) -$1.57M	Z-Score 24.36 (100%)
Commissions $0	Avg. Trade Length 2y	Expectancy $49,395.95

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	16,393	14,754	13,115	11,475	9,836	8,197	6,557	4,918	3,279	1,639

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Returns

Overall, Monthly

Holdings
History

Positions (116)
Options (0)

Option values are updated at end of day.

No Data

Trades (392)
Options (0)

No Data

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William Reid Culp III Portfolio

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