KAC
Kimberly A. Clarke Portfolio
Invests via Stoneridge Investment Partners LLC | Managed by Kimberly A. Clarke
Invests via Stoneridge Investment Partners LLC
Managed by Kimberly A. Clarke
Automatically Tracked
Kimberly A. Clarke Profile
With a robust background in corporate strategy and governance, Kimberly A. Clarke has established herself as a pivotal figure in driving organizational growth and transformation. Her experience spans multiple sectors, allowing her to effectively engage with both public corporations and private enterprises. As an influential leader, she contributes strategic insights that shape board-level decisions while fostering collaborative environments focused on innovation and performance enhancement. Clarke’s reputation for facilitating successful turnarounds underscores her effectiveness in navigating complex market challenges, making her an asset within the finance landscape.
With a robust background in corporate strategy and governance, Kimberly A. Clarke has established herself as a pivotal figure in driving organizational growth and transformation. Her experience spans multiple sectors, allowing her to effectively engage with both public corporations and private enterprises. As an influential leader, she contributes strategic insights that shape board-level decisions while fostering collaborative environments focused on innovation and performance enhancement. Clarke’s reputation for facilitating successful turnarounds underscores her effectiveness in navigating complex market challenges, making her an asset within the finance landscape.
Investment Philosophy & Strategy
Capitalizing on an extensive track record in corporate leadership, Kimberly A. Clarke adopts a transformational mindset towards investment opportunities. Her emphasis lies on innovative strategies that promote operational efficiency and sustainable growth across various sectors. By leveraging her comprehensive insights into market dynamics, she identifies value creation avenues that align with organizational goals. Focused on collaboration and performance enhancement, she fosters environments conducive to breakthrough ideas while championing resilience during downturns. This proactive approach positions her as a forward-thinking investor capable of navigating complex financial landscapes.
Capitalizing on an extensive track record in corporate leadership, Kimberly A. Clarke adopts a transformational mindset towards investment opportunities. Her emphasis lies on innovative strategies that promote operational efficiency and sustainable growth across various sectors. By leveraging her comprehensive insights into market dynamics, she identifies value creation avenues that align with organizational goals. Focused on collaboration and performance enhancement, she fosters environments conducive to breakthrough ideas while championing resilience during downturns. This proactive approach positions her as a forward-thinking investor capable of navigating complex financial landscapes.
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:
44.54%
Gain +0.57%
Monthly
0.26%
Yearly
3.15%
Drawdown
16.3%
$157.05M
Equity
Holdings
$157.05M
Investment
$128.97M
-$8.68M
Profit +$1.4M
Realized
-$36.76M
Unrealized
$28.08M
Dividends
$190.62M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.57%
Profit
$1.4M
Win %
71%
This Week
Compared To Last Week
Gain
0.69%
Profit
$1.08M
Win %
71%
This Month
Compared to last month
Gain
3%
Profit
$4.57M
Win %
71%
This Year
Compared to last year
Gain
2.68%
Profit
$4.1M
Win %
64%
EOG EOG Resources, Inc.
+6.92%
+$31,604.58 
LDOS Leidos Holdings Inc.
+6.63%
+$28,812.66 
BE Bloom Energy Corporation
+5.6%
+$16,753.88 
UCTT Ultra Clean Holdings, Inc.
+5.41%
+$18,071.76 
AMBA Ambarella, Inc.
+5.07%
+$11,167.65 
MET MetLife Inc.
+3.89%
+$25,593.33 
RMBS Rambus Inc.
+3.34%
+$7,270.25 
EPSN Epsilon Energy Ltd.
+2.94%
+$1,666.88 
TTI Tetra Technologies Inc.
+2.6%
+$2,311.98 
DVN Devon Energy Corporation
+2.42%
+$21,074.22 
AMD Advanced Micro Devices, Inc.
+2.21%
+$48,409.07 
QCOM QUALCOMM Incorporated
+1.82%
+$20,274.54 
BKR Baker Hughes Company
+1.58%
+$6,776.25 
AVGO Broadcom Inc.
+1.54%
+$111,180.16 
COP ConocoPhillips
+1.5%
+$4,270.76 
DTE DTE Energy Company
+1.48%
+$5,067.6 
KLAC KLA Corporation
+1.26%
+$26,068.75 
AEHR Aehr Test Systems
+0.97%
+$2,717.76 
META Meta Platforms Inc Class A
+0.9%
+$33,214.97 
BMY Bristol-Myers Squibb Company
+0.82%
+$4,859.92 
NOW ServiceNow, Inc.
+0.79%
+$11,589.24 
PLXS Plexus Corp.
+0.76%
+$3,193.52 
SOLV Solventum Corporation
+0.54%
+$3,790.55 
VRSK Verisk Analytics Inc.
+0.53%
+$3,827 
ANGO Angiodynamics Inc.
+0.47%
+$860.86 
AAPL Apple Inc.
+0.45%
+$39,447.29 
ADI Analog Devices, Inc.
+0.45%
+$3,216.51 
VZ Verizon Communications Inc.
+0.45%
+$2,544.78 
MLM Martin Marietta Materials, Inc.
+0.44%
+$2,484.31 
GOOG Alphabet Inc
+0.43%
+$18,477.55 
CTAS Cintas Corporation
+0.37%
+$2,280.78 
PAYX Paychex Inc.
+0.31%
+$1,748.25 
MDLZ Mondelez International, Inc.
+0.24%
+$1,134.45 
DLTR Dollar Tree, Inc.
+0.24%
+$1,879.17 
PEP PepsiCo, Inc.
+0.23%
+$1,285.16 
ACN Accenture plc Class A
+0.22%
+$1,206.12 
EXC Exelon Corporation
+0.17%
+$1,567.12 
SYY Sysco Corporation
+0.17%
+$1,866.2 
AON Aon plc
+0.16%
+$995.84 
TECH Bio-Techne Corporation
+0.12%
+$469.87 
GBTG Global Business Travel Group, Inc.
+0.11%
+$100.57 
BG Bunge Global S.A.
+0.1%
+$503.69 
GEHC GE HealthCare Technologies Inc.
+0.1%
+$744.24 
WRB W.R. Berkley Corporation
+0.07%
+$616.18 
ELV Elevance Health, Inc.
+0.04%
+$412.99 
FISV Fiserv, Inc.
+0.03%
+$262.43 
EL The Estée Lauder Companies Inc. Class A
+0.01%
+$71.12 
ADP Automatic Data Processing Inc.
0%
$0 
AIZ Assurant Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
BAC Bank of America Corporation
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CRMD CorMedix Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
ES Eversource Energy
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
EXTR Extreme Networks, Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
KVUE Kenvue Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
MMM 3M Company
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MXL MaxLinear Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PPL PPL Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
ROL Rollins, Inc.
0%
$0 
STE STERIS plc
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TGT Target Corporation
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TT Trane Technologies plc
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VERX Vertex Inc.
0%
$0 
VLTO Veralto Corporation
0%
$0 
VRNS Varonis Systems, Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XYL Xylem Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
IRD Opus Genetics Inc.
0%
$0 
NAGE Niagen Bioscience Inc.
0%
$0 COR
COR
0%
$0 
IDCC InterDigital, Inc.
-7.78%
-$17,945.59 
ABUS Arbutus Biopharma Corporation
-6.06%
-$2,835 
FELE Franklin Electric Co., Inc.
-4.84%
-$14,327.05 
BBY Best Buy Co., Inc.
-4.07%
-$34,644.24 
FRT Federal Realty Investment Trust
-3.22%
-$24,115.84 
KMB Kimberly-Clark Corporation
-3.1%
-$18,158.64 
MOS Mosaic Company
-2.99%
-$13,333.6 
MU Micron Technology, Inc.
-2.6%
-$67,651.2 
DHR Danaher Corporation
-2.44%
-$24,863.6 
UNH UnitedHealth Group Incorporated
-2.13%
-$24,390.84 
BX Blackstone Inc.
-1.9%
-$17,208.59 
OTIS Otis Worldwide Corporation
-1.57%
-$9,305.78 
NEE NextEra Energy, Inc.
-1.5%
-$8,652.03 
AMCR Amcor plc
-1.45%
-$6,859.98 
NFLX Netflix, Inc.
-1.43%
-$10,708.12 
HBAN Huntington Bancshares Incorporated
-1.36%
-$14,652.96 
GOOGL Alphabet Inc
-1.29%
-$65,912.98 
INTC Intel Corporation
-1.24%
-$15,074.98 
TROW T. Rowe Price Group, Inc.
-1.18%
-$12,690.16 
FITB Fifth Third Bancorp
-1.11%
-$8,205.44 
ABBV AbbVie Inc.
-0.97%
-$10,353.6 
WST West Pharmaceutical Services, Inc.
-0.88%
-$3,797.63 
EG Everest Group, Ltd.
-0.79%
-$4,576.66 
SPGI S&P Global Inc.
-0.77%
-$4,326.92 
RJF Raymond James Financial Inc.
-0.68%
-$5,612 
TSLA Tesla, Inc.
-0.63%
-$9,338.41 
ADBE Adobe Inc.
-0.56%
-$7,557.45 
O Realty Income Corporation
-0.54%
-$3,583.26 
TFC Truist Financial Corporation
-0.49%
-$5,217.42 
JPM JPMorgan Chase & Co.
-0.48%
-$10,366.44 
CTVA Corteva Inc.
-0.46%
-$2,458.08 
ICE Intercontinental Exchange, Inc.
-0.43%
-$2,602.88 
WMT Walmart Inc.
-0.33%
-$3,913.49 
LHX L3Harris Technologies, Inc.
-0.29%
-$1,222.63 
AOS A. O. Smith Corporation
-0.28%
-$1,711.8 
ABT Abbott Laboratories
-0.24%
-$3,053.5 
BIIB Biogen Inc.
-0.17%
-$1,194.9 
CME CME Group Inc.
-0.16%
-$1,097.33 
AMZN Amazon.com Inc
-0.14%
-$10,433.79 
EFX Equifax Inc.
-0.14%
-$625.25 
APD Air Products and Chemicals, Inc.
-0.13%
-$718.97 
NVDA NVIDIA Corporation
-0.1%
-$9,478.99 
CBRE CBRE Group Inc.
-0.07%
-$489.82 
WAT Waters Corporation
-0.05%
-$253.91 
BKNG Booking Holdings Inc.
-0.01%
-$76.9 Events
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Dividends
Dividend Analysis
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| Trades 17602 | Longs Won 8682/17602 49% | Profit Factor 0.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $527,533.77 |
| Average Win $167,334.03 | Best Trade (Mar 31) $7.54M | Sharpe Ratio -509.35 |
| Average Loss -$163,842.16 | Worst Trade (Mar 30) -$23.94M | Z-Score -15.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy -$493.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 339.54% | 235% | 189.49% | 162.65% | 144.48% | 131.15% | 120.85% | 112.58% | 105.75% |
| Consecutive Losing Trades | 959 | 863 | 767 | 671 | 575 | 479 | 384 | 288 | 192 | 96 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,977 | $4.72M | $8.74M | - | $4.02M | 85.14% | +0.453% |
| ABBV AbbVie Inc. | 4,314 | $1.08M | $1.05M | - | -$31,246.8 | -2.89% | -0.975% |
| ABT Abbott Laboratories | 12,214 | $1.25M | $1.29M | - | $33,872.24 | 2.7% | -0.236% |
| ABUS Arbutus Biopharma Corporation | 10,125 | $47,385 | $43,942.5 | - | -$3,442.5 | -7.26% | -6.061% |
| ACN Accenture plc Class A | 3,174 | $948,838.73 | $543,103.14 | - | -$405,735.59 | -42.76% | +0.223% |
| ADBE Adobe Inc. | 5,212 | $2.63M | $1.34M | - | -$1.28M | -48.8% | -0.559% |
| ADI Analog Devices, Inc. | 1,881 | $747,076.79 | $713,651.4 | - | -$33,425.39 | -4.47% | +0.453% |
| ADP Automatic Data Processing Inc. | 2,213 | $495,601.35 | $597,709.16 | - | $102,107.81 | 20.6% | 0.0 |
| AEHR Aehr Test Systems | 2,831 | $268,293.87 | $282,363.94 | - | $14,070.07 | 5.24% | +0.972% |
| AIZ Assurant Inc. | 3,004 | $687,224.36 | $905,916.31 | - | $218,691.95 | 31.82% | 0.0 |
| ALLE Allegion plc | 4,219 | $551,364.42 | $711,239.02 | - | $159,874.6 | 29% | 0.0 |
| AMAT Applied Materials, Inc. | 3,471 | $710,581.89 | $1.85M | - | $1.14M | 160.96% | 0.0 |
| AMBA Ambarella, Inc. | 2,691 | $190,664.34 | $231,426 | - | $40,761.66 | 21.38% | +5.07% |
| AMCR Amcor plc | 9,942 | $394,988.6 | $467,870.52 | - | $72,881.92 | 18.45% | -1.445% |
| AMD Advanced Micro Devices, Inc. | 4,554 | $926,340.03 | $2.24M | - | $1.32M | 142.21% | +2.205% |
| AMT American Tower Corporation | 5,803 | $1.04M | $975,310.25 | - | -$64,819.46 | -6.23% | 0.0 |
| AMZN Amazon.com Inc | 26,754 | $5.35M | $7.28M | - | $1.93M | 36.08% | -0.143% |
| ANGO Angiodynamics Inc. | 12,298 | $139,656.09 | $185,822.78 | - | $46,166.69 | 33.06% | +0.465% |
| AON Aon plc | 1,717 | $569,511.73 | $619,064.33 | - | $49,552.6 | 8.7% | +0.161% |
| AOS A. O. Smith Corporation | 9,510 | $572,000 | $599,130 | - | $27,130 | 4.74% | -0.285% |
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FAQ
Which stocks have generated the highest profits for Kimberly A. Clarke?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $26.96M, Microsoft Corp - $25.91M, Akamai Technologies Inc - $18M, JPMorgan Chase & Co - $16.18M, and Wells Fargo & Company - $15.94M. 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: WCOEQ - $27.53M, EMC - $21.08M, Texas Instruments Inc - $19.73M, 00184A105 - $18.29M, and 983764101 - $17.22M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly A. Clarke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $190.62M earned over time. The largest contributors to dividend income include General Electric Company - $24.5M, Citigroup Inc - $19.79M, Microsoft Corp - $4.62M, American International Group Inc - $4.46M, and Verizon Communications Inc - $3.84M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly A. Clarke's monthly returns?
Kimberly A. Clarke'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 Kimberly A. Clarke's strategy be considered aggressive or moderate?
Kimberly A. Clarke's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kimberly A. Clarke's strategy?
Kimberly A. Clarke's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
