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Marc White Portfolio
Invests via Clarendon Private LLC | Managed by Marc A. White, Jr.
Invests via Clarendon Private LLC
Managed by Marc A. White, Jr.
Automatically Tracked
Marc White Profile
With a robust background in technology ventures, Marc White has established himself as an influential entrepreneur and operator. He is renowned for founding several successful startups that leverage innovative technologies to drive market disruption. His strategic insights have been pivotal in identifying emerging trends, enabling businesses to adapt and thrive within competitive environments. Over the years, his leadership has fostered partnerships that extend across multiple industries, amplifying growth trajectories and enhancing value creation opportunities. White’s reputation for turning nascent ideas into scalable solutions positions him as a key player in today’s entrepreneurial ecosystem.
With a robust background in technology ventures, Marc White has established himself as an influential entrepreneur and operator. He is renowned for founding several successful startups that leverage innovative technologies to drive market disruption. His strategic insights have been pivotal in identifying emerging trends, enabling businesses to adapt and thrive within competitive environments. Over the years, his leadership has fostered partnerships that extend across multiple industries, amplifying growth trajectories and enhancing value creation opportunities. White’s reputation for turning nascent ideas into scalable solutions positions him as a key player in today’s entrepreneurial ecosystem.
Investment Philosophy & Strategy
Opportunities abound for strategic growth, driven by Marc White's deep understanding of technology and market dynamics. His unique entrepreneurial mindset allows him to identify niches that remain undercapitalized while developing innovative solutions that resonate with consumer needs. By leveraging his expertise in operational scalability, he focuses on nurturing startups from conception through to maturity. This approach not only accelerates timelines but also fosters resilience within dynamic sectors. The emphasis on collaborative synergies across various domains enhances his ventures' adaptability and potential returns in an ever-evolving landscape.
Opportunities abound for strategic growth, driven by Marc White's deep understanding of technology and market dynamics. His unique entrepreneurial mindset allows him to identify niches that remain undercapitalized while developing innovative solutions that resonate with consumer needs. By leveraging his expertise in operational scalability, he focuses on nurturing startups from conception through to maturity. This approach not only accelerates timelines but also fosters resilience within dynamic sectors. The emphasis on collaborative synergies across various domains enhances his ventures' adaptability and potential returns in an ever-evolving landscape.
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:
19.8%
Gain +0.36%
Monthly
1.04%
Yearly
13.3%
Drawdown
19.3%
$146.8M
Equity
Holdings
$146.8M
Investment
$121.08M
$25.76M
Profit +$551,965.38
Realized
$49,798.33
Unrealized
$25.71M
Dividends
$1.8M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$551,965.38
Win %
73%
This Week
Compared To Last Week
Gain
-1.49%
Profit
-$2.22M
Win %
73%
This Month
Compared to last month
Gain
-1.96%
Profit
-$2.94M
Win %
73%
This Year
Compared to last year
Gain
2.32%
Profit
$5.69M
Win %
71%
KLAC KLA Corporation
+5.55%
+$41,733.12 
AMD Advanced Micro Devices, Inc.
+4.75%
+$36,339.01 
QCOM QUALCOMM Incorporated
+4.28%
+$31,386.84 
PWR Quanta Services Inc.
+3.7%
+$9,526.79 
GEV GE Vernova Inc.
+3.65%
+$7,854.18 
JPM JPMorgan Chase & Co.
+2.3%
+$11,472.6 
AXP American Express Company
+2.18%
+$14,379.57 
RAAX VanEck Real Assets ETF
+2.17%
+$16,712.7 
SYK Stryker Corporation
+2.09%
+$9,633.8 
MLM Martin Marietta Materials, Inc.
+2.08%
+$9,599.75 
TSLA Tesla, Inc.
+1.88%
+$14,206.98 
WFC Wells Fargo & Company
+1.62%
+$14,705.02 
LIN Linde plc
+1.58%
+$13,788.48 
DE Deere & Company
+1.55%
+$3,482.96 
BAC Bank of America Corporation
+1.52%
+$17,540.04 
CAT Caterpillar Inc.
+1.49%
+$6,771.64 
IYF iShares U.S. Financials ETF
+1.37%
+$3,096.7 
TXN Texas Instruments Inc
+1.36%
+$14,273.56 
SPGI S&P Global Inc.
+1.36%
+$4,810.92 
NEE NextEra Energy, Inc.
+1.3%
+$11,062.16 
ABBV AbbVie Inc.
+1.3%
+$15,341.65 
HLT Hilton Worldwide Holdings Inc.
+1.21%
+$7,124.25 
LRCX Lam Research Corporation
+1.18%
+$7,039.89 
VPU Vanguard Utilities ETF
+1.16%
+$5,478.59 
ETR Entergy Corporation
+1.1%
+$3,845.16 
ICE Intercontinental Exchange, Inc.
+1.09%
+$2,374.01 
JNJ Johnson & Johnson
+1.05%
+$15,742.5 
V Visa Inc. Class A
+1.05%
+$8,987.97 
IJR iShares Core S&P Small-Cap ETF
+1%
+$7,599.89 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,043.03 
VONV Vanguard Russell 1000 Value Index Fund
+0.96%
+$3,064.34 
APH Amphenol Corporation
+0.95%
+$5,046 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,888.4 
PG Procter & Gamble Co
+0.85%
+$3,419.87 
GE General Electric Company
+0.81%
+$2,265.29 
BKNG Booking Holdings Inc.
+0.81%
+$5,280 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$1,768.42 
SO The Southern Company
+0.8%
+$4,782.9 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$3,500.16 
CVX Chevron Corporation
+0.75%
+$2,545.18 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$28,766.21 
HD The Home Depot, Inc.
+0.73%
+$3,087.87 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$7,655.31 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$10,074.95 
COST Costco Wholesale Corporation
+0.72%
+$6,193.14 
UNH UnitedHealth Group Incorporated
+0.71%
+$7,917.85 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$3,612.62 
MA Mastercard Incorporated
+0.7%
+$6,081.64 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,321.51 
MS Morgan Stanley
+0.66%
+$10,166.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.66%
+$1,696.89 
ECL Ecolab Inc.
+0.65%
+$2,787.3 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$6,232.71 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$9,587.93 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$14,197.1 
IVV iShares Core S&P 500 ETF
+0.58%
+$18,713.65 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,933.57 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$29,910.26 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,360.59 
GOOGL Alphabet Inc
+0.56%
+$14,002.07 
CSMD Congress SMid Growth ETF
+0.52%
+$25,018.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$18,512.75 
GOOG Alphabet Inc
+0.46%
+$17,470.92 
WMT Walmart Inc.
+0.45%
+$3,017.12 
CSX CSX Corporation
+0.43%
+$2,643.07 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$31,908.8 
NET Cloudflare Inc.
+0.41%
+$2,475.02 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$2,992.55 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$3,146.99 
PEP PepsiCo, Inc.
+0.38%
+$1,954.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$3,473 
QLTY GMO U.S. Quality ETF
+0.34%
+$8,427.78 
CDNS Cadence Design Systems, Inc.
+0.32%
+$1,323.7 
XOM Exxon Mobil Corporation
+0.29%
+$5,519.77 
ADP Automatic Data Processing Inc.
+0.23%
+$524.28 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$2,879.8 
VUG Vanguard Growth ETF
+0.22%
+$5,082.12 
NVDA NVIDIA Corporation
+0.18%
+$24,300.12 
MSFT Microsoft Corp.
+0.13%
+$6,636.24 
KO The Coca-Cola Company
+0.1%
+$260.48 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$232.56 
PH Parker-Hannifin Corporation
+0.09%
+$262.28 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$786.35 
TJX The TJX Companies, Inc.
+0.05%
+$388.4 
PANW Palo Alto Networks, Inc.
+0.03%
+$152.7 
HWM Howmet Aerospace Inc.
+0.01%
+$47.92 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
EQT
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$35,223.24 
PLTR Palantir Technologies Inc.
-2.35%
-$7,388.92 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$12,072.48 
AAPL Apple Inc.
-1.52%
-$105,309 
MU Micron Technology, Inc.
-1.42%
-$16,653.19 
MRK Merck & Co., Inc.
-1.41%
-$4,161.9 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$6,190.73 
AMZN Amazon.com Inc
-1.23%
-$63,471.28 
NFLX Netflix, Inc.
-1.14%
-$6,466.29 
AJG Arthur J. Gallagher & Co.
-0.95%
-$2,118.44 
AVGO Broadcom Inc.
-0.94%
-$38,147.67 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$2,876.31 
CSCO Cisco Systems, Inc.
-0.6%
-$2,856.49 
BSX Boston Scientific Corporation
-0.59%
-$1,333.36 
ETN Eaton Corporation plc
-0.55%
-$4,412.34 
ISRG Intuitive Surgical, Inc.
-0.45%
-$940.24 
TT Trane Technologies plc
-0.42%
-$3,198.01 
RTX RTX Corporation
-0.34%
-$802 
DIS The Walt Disney Company
-0.31%
-$1,620.37 
META Meta Platforms Inc Class A
-0.23%
-$7,890.94 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$536.55 
MBB iShares MBS ETF
-0.16%
-$1,305.45 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$932.08 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$1,214.9 
LOW Lowe's Companies Inc.
-0.1%
-$523.16 
HTRB Hartford Total Return Bond ETF
-0.09%
-$1,226.19 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$516.81 
INTU Intuit Inc.
-0.07%
-$119.88 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$306.7 
MCD McDonald's Corporation
-0.02%
-$114.66 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$94.5 Events
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Dividends
Dividend Analysis
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| Trades 590 | Longs Won 392/590 66% | Profit Factor 7.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,528.87 |
| Average Win $75,975.07 | Best Trade (Jun 12) $4.26M | Sharpe Ratio -13.49 |
| Average Loss -$20,290.3 | Worst Trade (Jun 12) -$440,579.92 | Z-Score 7.43 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $43,669.07 |
| 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 | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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