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:
38.42%
Gain +0.01%
Monthly
0.2%
Yearly
2.43%
Drawdown
16.17%
$151.57M
Equity
Holdings
$151.57M
Investment
$126.18M
-$77.03M
Profit +$9,689.51
Realized
-$102.43M
Unrealized
$25.4M
Dividends
$185.58M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.01%
Profit
$9,689.51
Win %
64%
This Week
Compared To Last Week
Gain
1.91%
Profit
$2.91M
Win %
64%
This Month
Compared to last month
Gain
0.7%
Profit
$1.07M
Win %
64%
This Year
Compared to last year
Gain
8.52%
Profit
$12.19M
Win %
64%
SLS Sellas Life Sciences Group Inc.
+12.89%
+$104,869.17 
RCEL Avita Medical Inc.
+8.35%
+$5,350.41 
STTK Shattuck Labs Inc.
+8.29%
+$5,644.62 
PGEN Precigen Inc.
+7.43%
+$6,289.14 
AAPL Apple Inc.
+4.84%
+$425,619 
ACN Accenture plc Class A
+4.74%
+$19,742.31 
ADBE Adobe Inc.
+4.14%
+$45,552.88 
WDAY Workday Inc.
+3.94%
+$37,341.2 
ZBH Zimmer Biomet Holdings, Inc.
+3.92%
+$74,415 
THRY Thryv Holdings Inc.
+3.87%
+$5,358.72 
CI The Cigna Group
+3.86%
+$19,473.97 
LCTX Lineage Cell Therapeutics Inc.
+3.85%
+$627 
AIG American International Group Inc.
+3.66%
+$16,366 
PPL PPL Corporation
+3.56%
+$48,512.73 
DOMO Domo Inc. Class B Common Stock
+3.51%
+$4,630.32 
EXC Exelon Corporation
+3.5%
+$62,135.1 
O Realty Income Corporation
+3.27%
+$49,360.72 
ZTS Zoetis Inc.
+3.24%
+$51,204.15 
FISV Fiserv, Inc.
+3.15%
+$63,761.6 
BIIB Biogen Inc.
+3.04%
+$90,059.94 
NAGE Niagen Bioscience Inc.
+3%
+$5,064.1 
PG Procter & Gamble Co
+2.7%
+$9,655.5 
WWW Wolverine World Wide Inc.
+2.54%
+$14,109.33 
FG F&G Annuities & Life Inc.
+2.46%
+$5,798.18 
OKE ONEOK, Inc.
+2.45%
+$19,429.2 
VLTO Veralto Corporation
+2.45%
+$9,458.8 
UBER Uber Technologies, Inc.
+2.44%
+$33,123.78 
NKE Nike, Inc. - Class B
+2.39%
+$81,211.3 
VMD Viemed Healthcare Inc.
+2.38%
+$4,903.36 
DTE DTE Energy Company
+2.32%
+$16,395.96 
PPG PPG Industries Inc.
+2.22%
+$6,990.4 
CF CF Industries Holdings, Inc.
+2.2%
+$11,097.94 
VGAS Verde Clean Fuels Inc.
+2.04%
+$348.46 
WRB W.R. Berkley Corporation
+2.01%
+$56,723.4 
AIZ Assurant Inc.
+1.95%
+$42,543.78 
TJX The TJX Companies, Inc.
+1.92%
+$9,207.18 
PFE Pfizer Inc.
+1.84%
+$13,401.08 
CVRX CVRx, Inc.
+1.82%
+$2,364.8 
CRM Salesforce Inc
+1.76%
+$21,456 
EOG EOG Resources, Inc.
+1.7%
+$10,842.69 
MSFT Microsoft Corp.
+1.62%
+$100,682.57 
COP ConocoPhillips
+1.46%
+$3,331.06 
VZ Verizon Communications Inc.
+1.36%
+$16,359 
MDXG MiMedx Group, Inc.
+1.28%
+$896.6 
GCBC Greene County Bancorp Inc.
+1.17%
+$9,046 
PSX Phillips 66
+1.1%
+$3,235.2 
FRT Federal Realty Investment Trust
+1.06%
+$14,973.44 
UPS United Parcel Service, Inc.
+1.02%
+$5,654.88 
BBY Best Buy Co., Inc.
+0.98%
+$19,510.72 
FIVN Five9 Inc.
+0.86%
+$2,503.4 
PHM PulteGroup Inc.
+0.81%
+$14,873.76 
XYL Xylem Inc.
+0.72%
+$7,338.9 
GM General Motors Company
+0.64%
+$4,584.96 
SWK Stanley Black & Decker Inc.
+0.61%
+$3,773.84 
CAPR Capricor Therapeutics Inc.
+0.61%
+$1,183.98 
XOM Exxon Mobil Corporation
+0.59%
+$4,435.54 
DVN Devon Energy Corporation
+0.55%
+$6,269.12 
NOW ServiceNow, Inc.
+0.49%
+$3,205.8 
T AT&T Inc.
+0.49%
+$1,562.5 
ALLE Allegion plc
+0.47%
+$5,158.48 
AMZN Amazon.com Inc
+0.4%
+$26,929.14 
AHH Armada Hoffler Properties, Inc.
0%
$0 
ANTM Anthem Inc
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
DTGI Digerati Technologies Inc.
0%
$0 
FB ProShares S&P 500 Dynamic Buffer ETF
0%
$0 
KMPH KemPharm, Inc.
0%
$0 
OBNK Origin Bancorp, Inc.
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
UDMY Udemy, Inc.
0%
$0 
UHG United Homes Group Inc.
0%
$0 
TERG Leverage Shares 2x Long Teradyne Daily ETF
-26.37%
-$38,054.77 
OUST Ouster, Inc.
-16.96%
-$190,131.86 
SVCO Silvaco Group, Inc.
-13.21%
-$35,836.45 
AMBA Ambarella, Inc.
-11.3%
-$92,823.98 
HLIT Harmonic Inc.
-10.84%
-$56,956.68 
TTI Tetra Technologies Inc.
-9.27%
-$10,039.6 
CTOS Custom Truck One Source, Inc.
-9.06%
-$27,359 
AMAT Applied Materials, Inc.
-7.35%
-$452,132.07 
DELL Dell Technologies Inc.
-7.27%
-$293,432.82 
ADTN Adtran Holdings, Inc.
-6.82%
-$11,627.79 
HPE Hewlett Packard Enterprise Company
-6.19%
-$94,683.2 
SYNA Synaptics Incorporated
-5.65%
-$24,243.76 
INOD Innodata Inc.
-4.64%
-$17,523.85 
MITK Mitek Systems Inc.
-4.62%
-$29,785.11 
BLZE Backblaze Inc.
-4.52%
-$27,023.32 
AMD Advanced Micro Devices, Inc.
-4.26%
-$72,754.27 
SNPS Synopsys, Inc.
-3.82%
-$47,003.22 
ETN Eaton Corporation plc
-3.35%
-$55,890.91 
QCOM QUALCOMM Incorporated
-3.12%
-$22,889.79 
AMTB Amerant Bancorp Inc.
-3.02%
-$8,026.4 
GAMB Gambling.com Group Ltd.
-2.91%
-$1,916.64 
CARR Carrier Global Corporation
-2.77%
-$76,596 
AVGO Broadcom Inc.
-2.41%
-$138,621.61 
STGW Stagwell Inc.
-2.37%
-$7,708.32 
WLDN Willdan Group, Inc.
-2.25%
-$8,338.87 
PRGS Progress Software Corporation
-1.89%
-$5,811.22 
AZO AutoZone Inc.
-1.83%
-$9,360.31 
NTIC Northern Technologies International Corporation
-1.82%
-$1,627.68 
NDSN Nordson Corporation
-1.78%
-$16,774.17 
FFIN First Financial Bankshares Inc.
-1.61%
-$7,695 
ORCL Oracle Corporation
-1.56%
-$25,861.31 
NTAP NetApp, Inc.
-1.41%
-$10,026.77 
NVDA NVIDIA Corporation
-1.39%
-$119,908.25 
HBAN Huntington Bancshares Incorporated
-1.38%
-$30,670.5 
CRGY Crescent Energy Inc.
-1.37%
-$1,841.84 
PFIS Peoples Financial Services Corp.
-1.34%
-$8,128.11 
TTGT TechTarget, Inc.
-1.23%
-$1,403.95 
SD SandRidge Energy Inc.
-1.12%
-$1,663.8 
CTA-PA EIDP, Inc.
-0.97%
-$4,410.12 
PNC The PNC Financial Services Group, Inc.
-0.85%
-$50,538.27 
MOS Mosaic Company
-0.8%
-$4,896.85 
CMT Core Molding Technologies, Inc.
-0.68%
-$2,320.96 
FRSH Freshworks Inc. Class A Common Stock
-0.67%
-$789.11 
LZM Lifezone Metals Ltd.
-0.53%
-$599.06 
GOOG Alphabet Inc
-0.48%
-$20,838.3 
LUV Southwest Airlines Co.
-0.44%
-$6,130.3 
SVV Savers Value Village Inc.
-0.4%
-$3,495.92 
CHCT Community Healthcare Trust Inc.
-0.38%
-$735.07 
GOOGL Alphabet Inc
-0.36%
-$18,309.06 
UNH UnitedHealth Group Incorporated
-0.28%
-$3,050.35 
KDP Keurig Dr Pepper Inc.
-0.21%
-$4,852.89 
LII Lennox International Inc.
-0.18%
-$2,686.92 
JYNT The Joint Corp.
-0.11%
-$163.11 
TGT Target Corporation
-0.06%
-$2,498.82 
AMT American Tower Corporation
-0.03%
-$98.31 Events
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Dividends
Dividend Analysis
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| Trades 17397 | Longs Won 7908/17397 45% | Profit Factor 0.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $520,711.34 |
| Average Win $165,421.5 | Best Trade (Mar 31) $7.54M | Sharpe Ratio -32.34 |
| Average Loss -$146,359.76 | Worst Trade (Mar 30) -$23.94M | Z-Score -44.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 1d | Expectancy -$4,427.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 8.07M% | 269,114.13% | 36,798.82% | 8,968.98% | 3,000.5% | 1,226.42% | 575.6% | 298.92% | 167.7% |
| Consecutive Losing Trades | 1,035 | 932 | 828 | 725 | 621 | 518 | 414 | 311 | 207 | 104 |
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Returns
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Option values are updated at end of day.
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