Paul N. Clark Portfolio
Invests via Mi LLCapital Management LLC | Managed by Paul N. Clark
Invests via Mi LLCapital Management LLC
Managed by Paul N. Clark
Automatically Tracked
Paul N. Clark Profile
Paul N. Clark is a seasoned investment executive with extensive experience in private equity and strategic financial advisory roles. His background encompasses leading initiatives that drive corporate growth through targeted investments and operational enhancements across various industries. With a proven track record of managing complex transactions, he has played pivotal roles in several successful fund launches and portfolio optimizations. Recognized for his adeptness at forging key partnerships, he significantly enhances the competitive positioning of the organizations he collaborates with, ultimately fostering greater market resilience and profitability.
Paul N. Clark is a seasoned investment executive with extensive experience in private equity and strategic financial advisory roles. His background encompasses leading initiatives that drive corporate growth through targeted investments and operational enhancements across various industries. With a proven track record of managing complex transactions, he has played pivotal roles in several successful fund launches and portfolio optimizations. Recognized for his adeptness at forging key partnerships, he significantly enhances the competitive positioning of the organizations he collaborates with, ultimately fostering greater market resilience and profitability.
Investment Philosophy & Strategy
With a keen understanding of operational dynamics, Paul N. Clark navigates the investment landscape by seeking out high-potential opportunities that emphasize long-term growth and strategic partnerships. His entrepreneurial mindset enables him to identify market inefficiencies and capitalize on unique investment propositions across diverse sectors. Prioritizing transformational initiatives, he leverages his experience in private equity to enhance portfolio value through active management and innovation-driven strategies. By aligning capital with performance-enhancing practices, he consistently aims for outcomes that lead not only to superior returns but also foster sustainable competitive advantages for the entities involved.
With a keen understanding of operational dynamics, Paul N. Clark navigates the investment landscape by seeking out high-potential opportunities that emphasize long-term growth and strategic partnerships. His entrepreneurial mindset enables him to identify market inefficiencies and capitalize on unique investment propositions across diverse sectors. Prioritizing transformational initiatives, he leverages his experience in private equity to enhance portfolio value through active management and innovation-driven strategies. By aligning capital with performance-enhancing practices, he consistently aims for outcomes that lead not only to superior returns but also foster sustainable competitive advantages for the entities involved.
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:
74.06%
Gain +0.21%
Monthly
0.84%
Yearly
10.51%
Drawdown
14.12%
$1.56B
Equity
Holdings
$1.56B
Investment
$1.01B
$627.08M
Profit +$3.18M
Realized
$69.61M
Unrealized
$557.47M
Dividends
$68.75M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$3.18M
Win %
71%
This Week
Compared To Last Week
Gain
0.21%
Profit
$3.18M
Win %
71%
This Month
Compared to last month
Gain
2.25%
Profit
$34.24M
Win %
71%
This Year
Compared to last year
Gain
1.45%
Profit
$23.31M
Win %
68%
TSLA Tesla, Inc.
+5.21%
+$14,065 
TXN Texas Instruments Inc.
+4.72%
+$127,450.7 
AVGO Broadcom Inc.
+2.33%
+$13,991.36 
TT Trane Technologies plc
+2.28%
+$177,011.78 
GS The Goldman Sachs Group, Inc.
+2.01%
+$44,686.5 
TMO Thermo Fisher Scientific Inc.
+1.64%
+$622,709.64 
ETN Eaton Corporation plc
+1.59%
+$68,848.62 
MSFT Microsoft Corporation Common Stock
+1.54%
+$1.63M 
UNP Union Pacific Corp.
+1.4%
+$555,299.9 
NSC Norfolk Southern Corp.
+1.21%
+$36,551.91 
MCD McDonald's Corporation
+0.95%
+$11,020.5 
JPM JPMorgan Chase & Co.
+0.74%
+$454,124.43 
XOM ExxonMobil Holdings Corporation
+0.73%
+$480,475.22 
SPY State Street SPDR S&P 500 ETF Trust
+0.71%
+$4,768.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.7%
+$1,199.44 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,155.02 
CB Chubb Limited
+0.46%
+$5,232.27 
ABBV AbbVie Inc.
+0.39%
+$3,626.63 
COP ConocoPhillips
+0.38%
+$9,471.12 
GLD SPDR Gold Shares
+0.33%
+$847.01 
BMY Bristol-Myers Squibb Company
+0.21%
+$5,442.84 
ITW Illinois Tool Works Inc.
+0.17%
+$402.79 
TDG TransDigm Group Inc.
+0.09%
+$25,204.24 
LLY Eli Lilly and Company
+0.06%
+$19,387.1 
FCX Freeport-McMoRan Inc.
+0.06%
+$119.99 
CMCSA Comcast Corp. Class A Common Stock
+0.04%
+$1,064.27 
MSI Motorola Solutions, Inc.
+0.04%
+$494.7 
CPRT Copart, Inc.
+0.03%
+$4,604.59 
WELL Welltower Inc.
+0.03%
+$79.99 
FDX FedEx Corp.
+0.03%
+$67.5 
L Loews Corp.
+0.03%
+$247.97 
LH Labcorp Holdings Inc.
+0.03%
+$5,660.31 
WEC WEC Energy Group Inc.
+0.03%
+$144.74 
V Visa Inc. Class A
+0.03%
+$19,519.8 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$48 
SYK Stryker Corp.
+0.02%
+$337.33 
BAC Bank of America Corporation
+0.02%
+$349.52 
IAU iShares Gold Trust
+0.02%
+$194.91 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
+0.02%
+$565.6 
SSB SouthState Bank Corporation Common Stock
+0.02%
+$44.28 
AMZN Amazon.com Inc
+0.02%
+$8,777.35 
KMB Kimberly-Clark Corporation
+0.02%
+$120.02 
Q Qnity Electronics Inc.
+0.02%
+$38.46 
LRCX Lam Research Corp.
+0.02%
+$1,277.68 
EEM iShares MSCI Emerging Markets ETF
+0.02%
+$15 
PM Philip Morris International Inc.
+0.01%
+$2,161.68 
IWR iShares Russell Mid-Cap ETF
+0.01%
+$157.86 
CVX Chevron Corporation
+0.01%
+$814.59 
JNJ Johnson & Johnson
+0.01%
+$4,043.66 
GOOGL Alphabet Inc
+0.01%
+$3,032.68 
NEE NextEra Energy Inc.
+0.01%
+$240.05 
CME CME Group Inc. Class A Common Stock
+0.01%
+$134.96 
ZBH Zimmer Biomet Holdings Inc.
+0.01%
+$53.84 
MRK Merck & Co., Inc.
+0.01%
+$642.13 
MU Micron Technology Inc.
+0.01%
+$5,810.63 
EMR Emerson Electric Co.
+0.01%
+$126.45 
MMM 3M Company
+0.01%
+$130.22 
LOW Lowe's Companies, Inc.
+0.01%
+$50.63 
DGX Quest Diagnostics Incorporated
0%
+$16.18 
TRV The Travelers Companies, Inc.
0%
+$10.01 
AAPL Apple Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
APH Amphenol Corp. Class A Common Stock
0%
-$0.79 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FCNCA First Citizens BancShares, Inc. Class A Common Stock
0%
+$5.3 
FITB Fifth Third Bancorp
0%
$0 
GE General Electric Company
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GRMN Garmin Ltd.
0%
-$0.02 
LNC Lincoln National Corp.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
RF Regions Financial Corp.
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
SUSA iShares ESG Optimized MSCI USA ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
VMRK Vivmark Residential
0%
-$0.01 
HONIV Honeywell International Inc.
-5.79%
-$20.87 
BP BP Plc Sponsored ADR
-1.54%
-$11,714.12 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.3%
-$23,751.28 
BDX Becton, Dickinson and Company
-1.27%
-$8,210.16 
ORI Old Republic International Corp.
-1.23%
-$4,594.56 
GOOG Alphabet Inc
-0.97%
-$994,871.85 
PG The Procter & Gamble Company
-0.68%
-$38,579.34 
BSX Boston Scientific Corp.
-0.24%
-$25,314.19 
HD The Home Depot, Inc.
-0.14%
-$3,284.93 
VRSN VeriSign, Inc.
-0.09%
-$18,662.24 
FIX Comfort Systems USA Inc.
-0.07%
-$116.1 
GEV GE Vernova Inc.
-0.05%
-$1,885.94 
AXP American Express Company
-0.05%
-$19,332.88 
PFE Pfizer Inc.
-0.05%
-$2,109.71 
ZTS Zoetis Inc. Class A Common Stock
-0.05%
-$6,475.29 
IBM International Business Machines Corporation
-0.05%
-$408.6 
ELV Elevance Health, Inc.
-0.04%
-$1,987.6 
TJX The TJX Companies, Inc.
-0.04%
-$573 
ASML ASML Holding N.V. NY Registered Shares
-0.04%
-$12,319.95 
ICE Intercontinental Exchange, Inc.
-0.04%
-$9,605.56 
RSG Republic Services Inc.
-0.04%
-$909.18 
ORCL Oracle Corporation
-0.03%
-$559.88 
CMI Cummins Inc.
-0.03%
-$237.25 
IR Ingersoll Rand Inc.
-0.03%
-$261.9 
CAT Caterpillar Inc.
-0.03%
-$1,507.96 
VBK Vanguard Small-Cap Growth ETF
-0.02%
-$48 
DIS The Walt Disney Company
-0.02%
-$171.26 
MLM Martin Marietta Materials, Inc.
-0.02%
-$560.33 
PSX Phillips 66
-0.02%
-$173.1 
UNH UnitedHealth Group Inc.
-0.02%
-$4,043.67 
WMT Walmart Inc.
-0.02%
-$74.94 
CRM Salesforce, Inc.
-0.02%
-$2,405.92 
PNC The PNC Financial Services Group, Inc.
-0.02%
-$72.66 
LHX L3Harris Technologies, Inc.
-0.01%
-$1,876.62 
WFC Wells Fargo & Company
-0.01%
-$792.59 
KO The Coca-Cola Company
-0.01%
-$320.99 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$18 
IWM iShares Russell 2000 ETF
-0.01%
-$6.33 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.01%
-$301.36 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.01%
-$9 
DUK Duke Energy Corporation
-0.01%
-$222.32 
SPGI S&P Global Inc.
-0.01%
-$1,550.17 
PEP PepsiCo, Inc.
-0.01%
-$30.82 
YUM Yum! Brands, Inc.
-0.01%
-$144.97 
BKNG Booking Holdings Inc.
-0.01%
-$1,449.81 
IVV iShares Core S&P 500 ETF
0%
-$13.76 
LIN Linde plc
0%
-$412.83 Events
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Dividends
Dividend Analysis
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| Trades 1468 | Longs Won 821/1468 55% | Profit Factor 2.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.2M |
| Average Win $898,588.76 | Best Trade (Oct 27) $77.71M | Sharpe Ratio -10.04 |
| Average Loss -$393,675.49 | Worst Trade (Mar 30) -$27.95M | Z-Score -5.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $427,168.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 3,953 | 3,557 | 3,162 | 2,767 | 2,372 | 1,976 | 1,581 | 1,186 | 791 | 395 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 503,087 | $97.66M | $174.94M | - | $77.27M | 79.12% | 0.0 |
| ABBV AbbVie Inc. | 3,297 | $447,955.21 | $945,381.75 | - | $497,426.54 | 111.04% | +0.385% |
| ACWI iShares MSCI ACWI ETF | 1,500 | $212,235 | $236,355.01 | - | $24,120.01 | 11.36% | +0.491% |
| AMT American Tower Corporation | 118,244 | $22.93M | $22.34M | - | -$588,442.91 | -2.57% | 0.0 |
| AMZN Amazon.com Inc | 195,061 | $26.23M | $48.38M | - | $22.16M | 84.49% | +0.018% |
| APH Amphenol Corp. Class A Common Stock | 197,441 | $7.05M | $14.63M | - | $7.57M | 107.38% | 0.0 |
| ASML ASML Holding N.V. NY Registered Shares | 20,193 | $14.21M | $31.73M | - | $17.52M | 123.29% | -0.039% |
| AVGO Broadcom Inc. | 1,868 | $236,192.3 | $614,889.58 | - | $378,697.28 | 160.33% | +2.328% |
| AXP American Express Company | 120,829 | $21.12M | $37.83M | - | $16.71M | 79.1% | -0.051% |
| BAC Bank of America Corporation | 34,952 | $1.04M | $1.77M | - | $730,305.39 | 70.41% | +0.02% |
| BDX Becton, Dickinson and Company | 3,258 | $676,214.19 | $639,838.62 | - | -$36,375.57 | -5.38% | -1.267% |
| BKNG Booking Holdings Inc. | 145,126 | $16.02M | $22.61M | - | $6.6M | 41.18% | -0.006% |
| BMY Bristol-Myers Squibb Company | 41,868 | $2.68M | $2.58M | - | -$97,971.12 | -3.66% | +0.211% |
| BP BP Plc Sponsored ADR | 14,828 | $523,280.12 | $749,258.84 | - | $225,978.72 | 43.19% | -1.539% |
| BRK-A Berkshire Hathaway Inc. | 100 | $51.81M | $81.36M | - | $29.55M | 57.05% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 84,350 | $32.42M | $45.73M | - | $13.31M | 41.07% | 0.0 |
| BSX Boston Scientific Corp. | 230,129 | $16.29M | $10.49M | - | -$5.8M | -35.61% | -0.241% |
| CAT Caterpillar Inc. | 8,378 | $2.06M | $5.75M | - | $3.69M | 179.14% | -0.026% |
| CB Chubb Limited | 3,210 | $618,117.6 | $1.15M | - | $527,017.77 | 85.26% | +0.459% |
| CMCSA Comcast Corp. Class A Common Stock | 106,427 | $4.42M | $2.42M | - | -$2.01M | -45.37% | +0.044% |
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FAQ
Which stocks have generated the highest profits for Paul N. Clark?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology Inc - $28.87M, ExxonMobil Holdings Corporation - $25.66M, Berkshire Hathaway Inc - $14.26M, Amphenol Corp. Class A Common Stock - $9.9M, and TransDigm Group Inc - $6.98M. 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: Apple Inc - $24.46M, Microsoft Corporation Common Stock - $15.62M, Comcast Corp. Class A Common Stock - $15.01M, Diageo plc Sponsored ADR - $10.38M, and The Walt Disney Company - $10.06M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul N. Clark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $68.75M earned over time. The largest contributors to dividend income include TransDigm Group Inc - $5.81M, ExxonMobil Holdings Corporation - $5.18M, JPMorgan Chase & Co - $4.87M, American Tower Corporation - $3.27M, and Comcast Corp. Class A Common Stock - $3.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul N. Clark's monthly returns?
Paul N. Clark'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 Paul N. Clark's strategy be considered aggressive or moderate?
Paul N. Clark'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 Paul N. Clark's strategy?
Paul N. Clark'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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