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
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.
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.
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:
83.63%
Gain -0.73%
Monthly
0.82%
Yearly
10.32%
Drawdown
19.73%
$314.57M
Equity
Holdings
$314.57M
Investment
$244.13M
$67.75M
Profit -$1.21M
Realized
-$2.69M
Unrealized
$70.44M
Dividends
$16.02M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.73%
Profit
-$1.21M
Win %
77%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$1.08M
Win %
77%
This Month
Compared to last month
Gain
-0.17%
Profit
-$544,316.46
Win %
77%
This Year
Compared to last year
Gain
0.04%
Profit
$123,390.72
Win %
77%
CVX Chevron Corporation
+3.02%
+$14,873.8 
XLE Energy Select Sector SPDR Fund
+2.93%
+$7,939.4 
ULTA Ulta Beauty Inc.
+2.02%
+$12,414.4 
WMT Walmart Inc.
+1.94%
+$16,747.5 
HD The Home Depot, Inc.
+1.55%
+$6,104.54 
PEP PepsiCo, Inc.
+1.12%
+$6,285.58 
PGR Progressive Corporation
+1.02%
+$26,160 
MDLZ Mondelez International, Inc.
+0.96%
+$4,951.59 
V Visa Inc. Class A
+0.9%
+$11,499.34 
CB Chubb Limited
+0.88%
+$1,778.77 
RTX RTX Corporation
+0.76%
+$6,555.5 
COST Costco Wholesale Corporation
+0.66%
+$37,607.76 
LMT Lockheed Martin Corporation
+0.61%
+$1,320.97 
DELL Dell Technologies Inc.
+0.6%
+$2,363.22 
COWZ Pacer US Cash Cows 100 ETF
+0.57%
+$3,930.85 
AAPL Apple Inc.
+0.41%
+$18,001.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.37%
+$1,669.32 
VOE Vanguard Mid-Cap Value ETF
+0.24%
+$13,727.76 
MSFT Microsoft Corp.
+0.17%
+$4,652.78 
SPHQ Invesco S&P 500 Quality ETF
+0.16%
+$5,612.22 
VFMF Vanguard U.S. Multifactor ETF
+0.13%
+$469.66 
UNP Union Pacific Corporation
+0.1%
+$3,897.81 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$11,322.1 
MEAR iShares Short Maturity Bond ETF
+0.09%
+$284.49 
JEPI JPMorgan Equity Premium Income Fund
+0.09%
+$382.85 
SPGP Invesco S&P 500 GARP ETF
+0.07%
+$428.31 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$206.72 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
+$25.64 
DFCF Dimensional Core Fixed Income ETF
0%
-$1.89 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ESAB Esab Corporation
-4.77%
-$16,864 
LLY Eli Lilly and Company
-4.55%
-$42,313.32 
TMO Thermo Fisher Scientific Inc.
-2.97%
-$16,270.2 
AMGN Amgen Inc.
-2.96%
-$51,187.63 
MRK Merck & Co., Inc.
-2.44%
-$6,278.51 
BAC Bank of America Corporation
-2.24%
-$22,020 
MU Micron Technology, Inc.
-2.05%
-$4,553.28 
JNJ Johnson & Johnson
-1.99%
-$104,682.78 
BN Brookfield Corporation
-1.93%
-$4,781.92 
EEM iShares MSCI Emerging Markets ETF
-1.77%
-$8,612.03 
IEMG iShares Core MSCI Emerging Markets ETF
-1.71%
-$21,472.62 
SOXX iShares Semiconductor ETF
-1.69%
-$8,066.75 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.61%
-$13,851.28 
TSLA Tesla, Inc.
-1.47%
-$4,570.32 
ABT Abbott Laboratories
-1.44%
-$3,557.1 
OPPJ WisdomTree Japan Opportunities Fund
-1.36%
-$57,131.49 
KKR KKR & Co. Inc.
-1.36%
-$4,651.86 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.36%
-$3,559.39 
SPEM SPDR Portfolio Emerging Markets ETF
-1.28%
-$24,575.6 
AVGO Broadcom Inc.
-1.27%
-$29,729.06 
BABA Alibaba Group Holding Limited SP ADR
-1.23%
-$11,031.53 
IXUS iShares Core International Stock ETF
-1.13%
-$12,030.33 
EMR Emerson Electric Co.
-1.1%
-$4,664 
UNH UnitedHealth Group Incorporated
-1.08%
-$3,678.37 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.07%
-$13,612.06 
SYK Stryker Corporation
-1.06%
-$2,715.59 
XSMO Invesco S&P SmallCap Momentum ETF
-1.05%
-$9,009.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.03%
-$6,209.6 
VBK Vanguard Small-Cap Growth ETF
-0.99%
-$40,992.35 
IEFA iShares Core MSCI EAFE ETF
-0.96%
-$60,799.45 
VTWO Vanguard Russell 2000 ETF
-0.94%
-$9,514.56 
IWM iShares Russell 2000 ETF
-0.93%
-$6,881.66 
DFIS Dimensional International Small Cap ETF
-0.92%
-$4,357.61 
JPM JPMorgan Chase & Co.
-0.9%
-$13,946.35 
AXP American Express Company
-0.86%
-$25,731.92 
RYT Invesco S&P 500 Equal Weight ETF
-0.86%
-$2,359.6 
TJX The TJX Companies, Inc.
-0.84%
-$26,536.77 
SPMO Invesco S&P 500 Momentum ETF
-0.82%
-$10,466.7 
NVDA NVIDIA Corporation
-0.82%
-$50,568.04 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.79%
-$15,491.75 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.77%
-$6,415 
DFAS Dimensional U.S. Small Cap ETF
-0.72%
-$26,568.64 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$7,654.52 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.69%
-$2,012.4 
XLK State Street Technology Select Sector SPDR ETF
-0.67%
-$7,424.94 
AMZN Amazon.com Inc
-0.66%
-$115,313 
TFC Truist Financial Corporation
-0.65%
-$2,441.72 
EL The Estée Lauder Companies Inc. Class A
-0.64%
-$4,331.19 
IWN iShares Russell 2000 Value ETF
-0.63%
-$5,392.2 
VONG Vanguard Russell 1000 Growth Fund
-0.6%
-$31,413.63 
VGT Vanguard Information Technology ETF
-0.6%
-$11,473.1 
IWF iShares Russell 1000 Growth ETF
-0.59%
-$8,593.9 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$4,452.13 
IJS iShares S&P Small-Cap 600 Value ETF
-0.57%
-$4,709.88 
XMMO Invesco S&P MidCap Momentum ETF
-0.56%
-$6,856.19 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.55%
-$24,168 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.51%
-$84,871.04 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.5%
-$8,548.1 
DFAR Dimensional US Real Estate ETF
-0.48%
-$2,706.3 
IWP iShares Russell Mid-Cap Growth ETF
-0.47%
-$28,741.02 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.44%
-$1,728.9 
NEE NextEra Energy, Inc.
-0.44%
-$902.69 
GOOGL Alphabet Inc
-0.43%
-$33,562.2 
AME Ametek Inc.
-0.42%
-$2,210.23 
IQLT iShares MSCI International Quality Factor ETF
-0.35%
-$5,646.02 
IVV iShares Core S&P 500 ETF
-0.35%
-$96,185.51 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.34%
-$2,890.5 
LRCX Lam Research Corporation
-0.33%
-$1,751.22 
VIG Vanguard Dividend Appreciation ETF
-0.31%
-$6,344.42 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.31%
-$719.2 
IBM International Business Machines Corporation
-0.31%
-$1,035.04 
IWR iShares Russell Mid-Cap ETF
-0.31%
-$976.86 
DFAT Dimensional US Targeted Value ETF
-0.3%
-$21,775.62 
IYR iShares U.S. Real Estate ETF
-0.29%
-$1,549.08 
XMHQ Invesco S&P MidCap Quality ETF
-0.28%
-$3,589.8 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.24%
-$926.1 
LRGF iShares U.S. Equity Factor ETF
-0.21%
-$733.04 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.18%
-$502.97 
DFUV Dimensional US Marketwide Value ETF
-0.18%
-$7,422.8 
META Meta Platforms Inc Class A
-0.17%
-$1,862.94 
XSHQ Invesco S&P SmallCap Quality ETF
-0.15%
-$1,234.03 
AMAT Applied Materials, Inc.
-0.15%
-$504.81 
VTV Vanguard Value ETF
-0.14%
-$7,334.4 
VOX Vanguard Communication Services ETF
-0.14%
-$292.5 
IVSI Applied Finance IVS International Large ETF
-0.12%
-$247.06 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.12%
-$8,132.1 
IGV iShares Expanded Tech-Software Sector ETF
-0.12%
-$661.7 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$3,345.55 
DFLV Dimensional US Large Cap Value ETF
-0.11%
-$742 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.09%
-$198.64 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$2,403.41 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$15,971.27 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$848.7 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$11,189.36 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$239.03 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.07%
-$448 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.07%
-$883.37 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.07%
-$4,909.86 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
-0.06%
-$147.02 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
-0.05%
-$148.81 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.05%
-$272.15 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.05%
-$5,231.15 
KTB Kontoor Brands Inc.
-0.05%
-$170.55 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
-0.04%
-$109.76 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$76.65 
VUSB Vanguard Ultra-Short Bond ETF
-0.03%
-$86.07 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.03%
-$72.05 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$117.92 
SCHW Charles Schwab Corporation
-0.01%
-$68.69 Events
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Dividends
Dividend Analysis
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| Trades 1552 | Longs Won 1053/1552 67% | Profit Factor 8.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $351,458.13 |
| Average Win $72,931.16 | Best Trade (Oct 07) $9.63M | Sharpe Ratio -15.01 |
| Average Loss -$18,133.84 | Worst Trade (Oct 08) -$1.52M | Z-Score 21.15 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 3d | Expectancy $43,651.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,951 | $2.98M | $4.38M | - | $1.4M | 46.79% | +0.413% |
| ABT Abbott Laboratories | 2,505 | $257,188.35 | $243,761.55 | - | -$13,426.8 | -5.22% | -1.438% |
| AMAT Applied Materials, Inc. | 639 | $130,828.86 | $332,190.54 | - | $201,361.68 | 153.91% | -0.152% |
| AME Ametek Inc. | 2,105 | $451,227.8 | $521,134.87 | - | $69,907.07 | 15.49% | -0.422% |
| AMGN Amgen Inc. | 4,182 | $986,800.02 | $1.68M | - | $689,512.86 | 69.87% | -2.963% |
| AMZN Amazon.com Inc | 66,821 | $11.21M | $17.25M | - | $6.04M | 53.89% | -0.664% |
| AVGO Broadcom Inc. | 6,200 | $1.74M | $2.3M | - | $564,485.66 | 32.44% | -1.274% |
| AXP American Express Company | 9,784 | $1.7M | $2.95M | - | $1.25M | 73.28% | -0.864% |
| BABA Alibaba Group Holding Limited SP ADR | 8,389 | $890,240.68 | $886,591.46 | - | -$3,649.22 | -0.41% | -1.229% |
| BAC Bank of America Corporation | 18,350 | $749,515.28 | $960,072 | - | $210,556.72 | 28.09% | -2.242% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,056 | $222,413.81 | $222,217.04 | - | -$196.77 | -0.09% | -0.089% |
| BN Brookfield Corporation | 6,688 | $237,013.37 | $242,540.32 | - | $5,526.95 | 2.33% | -1.933% |
| BND Vanguard Total Bond Market Index Fund | 4,346 | $320,039.44 | $303,980.97 | - | -$16,058.47 | -5.02% | -0.079% |
| BRK-B Berkshire Hathaway Inc. | 23,836 | $7.52M | $12.08M | - | $4.56M | 60.67% | +0.094% |
| CB Chubb Limited | 604 | $205,806.95 | $203,937.58 | - | -$1,869.37 | -0.91% | +0.88% |
| COST Costco Wholesale Corporation | 6,056 | $3.52M | $5.74M | - | $2.22M | 63.02% | +0.659% |
| COWZ Pacer US Cash Cows 100 ETF | 10,210 | $563,892.37 | $695,352.05 | - | $131,459.68 | 23.31% | +0.569% |
| CVX Chevron Corporation | 2,399 | $496,332 | $507,028.65 | - | $10,696.65 | 2.16% | +3.022% |
| DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF | 6,860 | $232,818.33 | $251,933.5 | - | $19,115.17 | 8.21% | -0.044% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 20,829 | $676,183.61 | $847,011.28 | - | $170,827.67 | 25.26% | -1.609% |
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FAQ
Which stocks have generated the highest profits for William Reid Culp III?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Corporate Bond Fund - $2.94M, Vanguard Short-Term Corporate Bond ETF - $1.41M, iShares Core S&P 500 ETF - $1.19M, iShares Core MSCI EAFE ETF - $712,365.27, and Vanguard Tax-Exempt Bond ETF - $645,988.04. 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: Meta Platforms Inc Class A - $1.25M, Yum China Holdings Inc - $224,033.59, Airbnb, Inc - $216,261.82, Vanguard Global ex-US Real Estate Index Fund - $216,220.71, and Honeywell International Inc - $187,567.88. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Reid Culp III's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.02M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $2.69M, Vanguard Short-Term Corporate Bond ETF - $1.39M, iShares Core S&P 500 ETF - $1.18M, iShares Core MSCI EAFE ETF - $697,265.12, and Dimensional Ultrashort Fixed Income ETF - $608,609. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Reid Culp III's monthly returns?
William Reid Culp III's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can William Reid Culp III's strategy be considered aggressive or moderate?
William Reid Culp III's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow William Reid Culp III's strategy?
William Reid Culp III's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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