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:
83.02%
Gain +5.31%
Monthly
0.95%
Yearly
12.02%
Drawdown
19.73%
$317.76M
Equity
Holdings
$317.76M
Investment
$238.1M
$76.77M
Profit +$8.74M
Realized
-$2.88M
Unrealized
$79.65M
Dividends
$15.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
5.31%
Profit
$8.74M
Win %
86%
This Week
Compared To Last Week
Gain
2.32%
Profit
$7.2M
Win %
86%
This Month
Compared to last month
Gain
2.32%
Profit
$7.2M
Win %
86%
This Year
Compared to last year
Gain
12.4%
Profit
$35.06M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$2.4M 
GOOGL Alphabet Inc
+6.73%
+$460,253.01 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$50,416.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$12,542.99 
META Meta Platforms Inc Class A
+3.28%
+$26,378.55 
MSFT Microsoft Corp.
+3.02%
+$69,407.47 
NVDA NVIDIA Corporation
+2.93%
+$129,285.98 
CVX Chevron Corporation
+2.35%
+$10,838.96 
LMT Lockheed Martin Corporation
+1.5%
+$3,745.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$216,567.27 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$6,464.3 
BN Brookfield Corporation
+1.19%
+$3,344.01 
AMAT Applied Materials, Inc.
+1.18%
+$3,770.11 
VOX Vanguard Communication Services ETF
+1.12%
+$2,255.22 
ESAB Esab Corporation
+1.1%
+$4,949.1 
XLE Energy Select Sector SPDR Fund
+1%
+$2,525.2 
UNP Union Pacific Corporation
+0.92%
+$39,849.9 
SCHW Charles Schwab Corporation
+0.87%
+$6,120.66 
IBM International Business Machines Corporation
+0.86%
+$2,884.07 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$38,886.01 
EMR Emerson Electric Co.
+0.79%
+$3,127.03 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,997.97 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$14,570.79 
TSLA Tesla, Inc.
+0.76%
+$2,329.3 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$10,024.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,660.91 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$2,307.41 
AME Ametek Inc.
+0.71%
+$3,578.53 
IVV iShares Core S&P 500 ETF
+0.69%
+$182,379.52 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,462.2 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$3,868.32 
HON Honeywell International Inc.
+0.47%
+$983.25 
KKR KKR & Co. Inc.
+0.45%
+$1,712.25 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$1,034.56 
RTX RTX Corporation
+0.39%
+$4,018.56 
AVGO Broadcom Inc.
+0.37%
+$8,928 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$44,215.92 
BAC Bank of America Corporation
+0.36%
+$3,999.16 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.35%
+$864.6 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,422.91 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$2,142.27 
MRK Merck & Co., Inc.
+0.32%
+$732.69 
MARW AllianzIM U.S. Large Cap Buffer20 Mar ETF
+0.32%
+$805.87 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$2,214.82 
JPM JPMorgan Chase & Co.
+0.27%
+$4,335.28 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$2,781.3 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.25%
+$617.48 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$2,149.76 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.22%
+$535.08 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$9,048.96 
JNJ Johnson & Johnson
+0.21%
+$10,597.88 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,376.31 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$6,592.35 
WMT Walmart Inc.
+0.09%
+$648.61 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$765.9 
ABT Abbott Laboratories
+0.09%
+$232.56 
SOXX iShares Semiconductor ETF
+0.07%
+$295.21 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$1,102.35 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$108.5 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$91.38 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$58.59 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$31.47 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$277,051.48 
SYK Stryker Corporation
-6.42%
-$20,776.2 
ICE Intercontinental Exchange, Inc.
-2.42%
-$6,139.8 
UNH UnitedHealth Group Incorporated
-1.68%
-$6,256.96 
LRCX Lam Research Corporation
-1.58%
-$7,482.42 
OPPJ WisdomTree Japan Opportunities Fund
-1.46%
-$57,820.29 
MDLZ Mondelez International, Inc.
-1.22%
-$6,638.19 
TJX The TJX Companies, Inc.
-1.21%
-$43,447.45 
IVSI Applied Finance IVS International Large ETF
-1.18%
-$2,470.65 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$6,989.36 
NEE NextEra Energy, Inc.
-1.15%
-$2,681.55 
PGR Progressive Corporation
-0.87%
-$22,310.7 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$7,057.74 
ULTA Ulta Beauty Inc.
-0.76%
-$4,387.45 
AMGN Amgen Inc.
-0.64%
-$10,304.44 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$42,158.34 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$6,142.62 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$7,478.17 
IYR iShares U.S. Real Estate ETF
-0.55%
-$4,345.39 
LLY Eli Lilly and Company
-0.53%
-$4,959.17 
DFIS Dimensional International Small Cap ETF
-0.53%
-$2,463.35 
DFAR Dimensional US Real Estate ETF
-0.52%
-$4,783.94 
IWM iShares Russell 2000 ETF
-0.47%
-$3,797.45 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$14,111.2 
PEP PepsiCo, Inc.
-0.46%
-$2,857.6 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,027.89 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$4,477 
HD The Home Depot, Inc.
-0.42%
-$1,914.06 
VGT Vanguard Information Technology ETF
-0.38%
-$6,171.36 
CALY BlackRock Short-Term California Muni Bond ETF
-0.38%
-$952.56 
AXP American Express Company
-0.38%
-$12,163.96 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,790.68 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$983.68 
TFC Truist Financial Corporation
-0.33%
-$956.92 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$19,146.02 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$2,252.16 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$903.96 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$11,275.64 
VTV Vanguard Value ETF
-0.27%
-$13,077.72 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,385.48 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$5,824.2 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$3,185.92 
IWN iShares Russell 2000 Value ETF
-0.25%
-$2,246.67 
COST Costco Wholesale Corporation
-0.24%
-$13,789.26 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$14,448.18 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$1,039.2 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$2,014.32 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,092.22 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,931.44 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$455.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$474.72 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$6,645.71 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$11,117.69 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$926.36 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$11,454.41 
IXUS iShares Core International Stock ETF
-0.15%
-$1,571.78 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$26,135.04 
KTB Kontoor Brands Inc.
-0.12%
-$564.7 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$2,870.4 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$3,381.55 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$309.2 
XSHQ Invesco S&P SmallCap Quality ETF
-0.08%
-$700.08 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1,260.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$7,983.45 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$485.28 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$795.3 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$235.32 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$255.14 
V Visa Inc. Class A
-0.04%
-$482.55 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$76.05 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$1,263.11 
VFMF Vanguard U.S. Multifactor ETF
-0.01%
-$35.64 Events
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Dividends
Dividend Analysis
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| Trades 1433 | Longs Won 1052/1433 73% | Profit Factor 11.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $379,343.56 |
| Average Win $79,869.44 | Best Trade (Aug 10) $9.51M | Sharpe Ratio -14.86 |
| Average Loss -$19,034.52 | Worst Trade (Aug 02) -$1.58M | Z-Score 32.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 3d | Expectancy $53,573.27 |
| 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 | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.78M, Vanguard Short-Term Corporate Bond ETF - $1.3M, iShares Core S&P 500 ETF - $1.12M, iShares Core MSCI EAFE ETF - $693,804.03, and Vanguard Tax-Exempt Bond ETF - $624,317.09. 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 Alphabet Inc - $176,773.2. 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 $15.05M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $2.53M, Vanguard Short-Term Corporate Bond ETF - $1.28M, iShares Core S&P 500 ETF - $1.11M, iShares Core MSCI EAFE ETF - $697,265.12, and Vanguard Tax-Exempt Bond ETF - $550,263.44. 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.
