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:
45.09%
Gain -0.84%
Monthly
0.25%
Yearly
3.06%
Drawdown
16.3%
$154.37M
Equity
Holdings
$154.37M
Investment
$131.57M
-$11.36M
Profit -$1.59M
Realized
-$36.76M
Unrealized
$25.4M
Dividends
$191.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.84%
Profit
-$1.59M
Win %
65%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$1.57M
Win %
65%
This Month
Compared to last month
Gain
0.45%
Profit
$698,184.41
Win %
65%
This Year
Compared to last year
Gain
0.93%
Profit
$1.42M
Win %
61%
UNH UnitedHealth Group Incorporated
+4.73%
+$49,615.11 
DLTR Dollar Tree, Inc.
+4.71%
+$33,762.28 
BMY Bristol-Myers Squibb Company
+4.61%
+$24,393.06 
LLY Eli Lilly and Company
+3.85%
+$80,083.76 
LMT Lockheed Martin Corporation
+3.61%
+$30,173.97 
WMT Walmart Inc.
+3.46%
+$41,038.76 
REGN Regeneron Pharmaceuticals, Inc.
+3.35%
+$21,731.63 
ABBV AbbVie Inc.
+3.34%
+$39,537.77 
NOC Northrop Grumman Corporation
+2.97%
+$15,469.12 
CME CME Group Inc.
+2.72%
+$19,293.12 
SYY Sysco Corporation
+2.46%
+$25,860.21 
PG Procter & Gamble Co
+2.31%
+$16,156.86 
VRSK Verisk Analytics Inc.
+2.23%
+$15,040.15 
TGT Target Corporation
+2.18%
+$18,678.33 
OTIS Otis Worldwide Corporation
+2.11%
+$11,571.56 
VZ Verizon Communications Inc.
+2.04%
+$10,785.02 
BKNG Booking Holdings Inc.
+2.01%
+$12,185.48 
PAYX Paychex Inc.
+2%
+$10,017 
AIZ Assurant Inc.
+1.97%
+$16,041.36 
ABUS Arbutus Biopharma Corporation
+1.95%
+$810 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$13,228.32 
ADBE Adobe Inc.
+1.86%
+$22,932.8 
MDLZ Mondelez International, Inc.
+1.74%
+$8,092.41 
WAT Waters Corporation
+1.73%
+$8,786.62 
BIIB Biogen Inc.
+1.72%
+$13,417.05 
VLTO Veralto Corporation
+1.69%
+$7,984.27 
ADP Automatic Data Processing Inc.
+1.6%
+$9,781.46 
PSX Phillips 66
+1.56%
+$7,656.24 
PEP PepsiCo, Inc.
+1.55%
+$7,911.52 
ROL Rollins, Inc.
+1.49%
+$5,676.48 
KVUE Kenvue Inc.
+1.41%
+$6,388.5 
ES Eversource Energy
+1.4%
+$4,563.2 
ANGO Angiodynamics Inc.
+1.38%
+$1,844.7 
BBY Best Buy Co., Inc.
+1.3%
+$11,480.92 
BG Bunge Global S.A.
+1.25%
+$6,181.65 
APD Air Products and Chemicals, Inc.
+1.24%
+$6,754.44 
AMCR Amcor plc
+1.22%
+$5,070.42 
LHX L3Harris Technologies, Inc.
+1.18%
+$4,144.98 
JPM JPMorgan Chase & Co.
+1.16%
+$23,203.95 
KMB Kimberly-Clark Corporation
+1.14%
+$5,844.16 
SOLV Solventum Corporation
+1.11%
+$7,742.4 
CTAS Cintas Corporation
+1.09%
+$6,842.25 
UPS United Parcel Service, Inc.
+1.04%
+$6,970.59 
MMM 3M Company
+1.04%
+$7,887.28 
COP ConocoPhillips
+1.02%
+$3,575.52 
T AT&T Inc.
+1.01%
+$5,414.66 
NOW ServiceNow, Inc.
+0.99%
+$17,257.89 
EFX Equifax Inc.
+0.86%
+$3,201.28 
DHR Danaher Corporation
+0.84%
+$9,578.6 
FELE Franklin Electric Co., Inc.
+0.84%
+$2,231.04 
WST West Pharmaceutical Services, Inc.
+0.76%
+$3,489.39 
LDOS Leidos Holdings Inc.
+0.74%
+$3,049.14 
EOG EOG Resources, Inc.
+0.67%
+$3,470.04 
ELV Elevance Health, Inc.
+0.66%
+$7,278.42 
ACN Accenture plc Class A
+0.66%
+$4,443.63 
EXC Exelon Corporation
+0.61%
+$5,093.14 
AAPL Apple Inc.
+0.49%
+$47,281.13 
ABT Abbott Laboratories
+0.35%
+$4,397.04 
PPL PPL Corporation
+0.35%
+$1,778.88 
WRB W.R. Berkley Corporation
+0.34%
+$3,081 
O Realty Income Corporation
+0.33%
+$1,897.02 
RJF Raymond James Financial Inc.
+0.31%
+$2,254 
CTVA Corteva Inc.
+0.3%
+$273.12 
AON Aon plc
+0.23%
+$1,098.91 
WFC Wells Fargo & Company
+0.2%
+$1,993.53 
EG Everest Group, Ltd.
+0.2%
+$1,171.5 
XYL Xylem Inc.
+0.2%
+$995.6 
NEE NextEra Energy, Inc.
+0.19%
+$1,006.05 
VERX Vertex Inc.
+0.16%
+$378.94 
NFLX Netflix, Inc.
+0.16%
+$1,111.22 
PEG Public Service Enterprise Group Incorporated
+0.09%
+$325.26 
PRU Prudential Financial, Inc.
+0.07%
+$637.12 
TECH Bio-Techne Corporation
+0.03%
+$104.42 
CRMD CorMedix Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 COR
COR
0%
$0 
MXL MaxLinear Inc.
-11.08%
-$30,569.66 
BE Bloom Energy Corporation
-9.15%
-$30,764.35 
ORCL Oracle Corporation
-8.84%
-$157,364.92 
AEHR Aehr Test Systems
-7.77%
-$17,042.62 
UCTT Ultra Clean Holdings, Inc.
-6.93%
-$17,613.72 
RMBS Rambus Inc.
-6.17%
-$13,556.22 
TTI Tetra Technologies Inc.
-5.83%
-$3,467.97 
AMD Advanced Micro Devices, Inc.
-5.73%
-$158,069.43 
GLW Corning Incorporated
-5.15%
-$28,419.71 
BAC Bank of America Corporation
-4.76%
-$34,975.13 
LRCX Lam Research Corporation
-4.71%
-$110,256.3 
PLXS Plexus Corp.
-4.69%
-$18,458.24 
INTC Intel Corporation
-4.56%
-$56,561.4 
AMBA Ambarella, Inc.
-4.42%
-$7,642.44 
EXTR Extreme Networks, Inc.
-4.38%
-$7,390.25 
PGR Progressive Corporation
-4.23%
-$31,330.89 
MU Micron Technology, Inc.
-4.1%
-$113,898.96 
AMAT Applied Materials, Inc.
-3.79%
-$61,124.31 
BX Blackstone Inc.
-3.43%
-$25,145.9 
VRNS Varonis Systems, Inc.
-3.41%
-$9,291.02 
IRD Opus Genetics Inc.
-3.3%
-$1,777.3 
META Meta Platforms Inc Class A
-3.27%
-$156,424.45 
LUV Southwest Airlines Co.
-3.22%
-$11,461.19 
NVDA NVIDIA Corporation
-3.16%
-$297,557.86 
AVGO Broadcom Inc.
-3.1%
-$190,939.84 
CAT Caterpillar Inc.
-3.08%
-$19,230.4 
UBER Uber Technologies, Inc.
-2.85%
-$34,173.02 
KLAC KLA Corporation
-2.82%
-$55,792.5 
ADI Analog Devices, Inc.
-2.68%
-$20,935.53 
QCOM QUALCOMM Incorporated
-2.4%
-$30,057.36 
TSLA Tesla, Inc.
-2.15%
-$37,307.66 
IDCC InterDigital, Inc.
-2.11%
-$4,899.97 
NAGE Niagen Bioscience Inc.
-1.94%
-$723.85 
BKR Baker Hughes Company
-1.91%
-$7,506 
MSFT Microsoft Corp.
-1.8%
-$188,651.23 
TROW T. Rowe Price Group, Inc.
-1.75%
-$16,515.87 
AMZN Amazon.com Inc
-1.74%
-$120,393 
GOOGL Alphabet Inc
-1.74%
-$86,475.62 
GOOG Alphabet Inc
-1.68%
-$69,976.15 
OKE ONEOK, Inc.
-1.51%
-$13,045.32 
CARR Carrier Global Corporation
-1.44%
-$7,209.54 
TT Trane Technologies plc
-1.41%
-$10,987.2 
FISV Fiserv, Inc.
-1.26%
-$10,322.05 
CSCO Cisco Systems, Inc.
-1.24%
-$4,447.3 
FITB Fifth Third Bancorp
-1.16%
-$7,436.18 
EPSN Epsilon Energy Ltd.
-1%
-$625.08 
MET MetLife Inc.
-0.92%
-$6,355.62 
HBAN Huntington Bancshares Incorporated
-0.92%
-$8,547.56 
CRM Salesforce Inc
-0.87%
-$15,070.92 
MOS Mosaic Company
-0.86%
-$3,142.92 
ICE Intercontinental Exchange, Inc.
-0.84%
-$5,327.77 
FRT Federal Realty Investment Trust
-0.77%
-$4,983.12 
TFC Truist Financial Corporation
-0.76%
-$7,023.45 
TRGP Targa Resources Corp.
-0.73%
-$5,105.61 
BSX Boston Scientific Corporation
-0.72%
-$4,800.66 
CBRE CBRE Group Inc.
-0.62%
-$3,562.4 
DVN Devon Energy Corporation
-0.58%
-$5,991.69 
GEHC GE HealthCare Technologies Inc.
-0.47%
-$3,402.24 
SWK Stanley Black & Decker Inc.
-0.46%
-$2,830.38 
ALLE Allegion plc
-0.44%
-$2,826.73 
SPGI S&P Global Inc.
-0.35%
-$1,956.77 
ZBH Zimmer Biomet Holdings, Inc.
-0.34%
-$1,107.33 
MLM Martin Marietta Materials, Inc.
-0.28%
-$1,318.2 
STE STERIS plc
-0.23%
-$2,293.47 
BR Broadridge Financial Solutions, Inc.
-0.11%
-$1,063.62 
AOS A. O. Smith Corporation
-0.1%
-$523.05 
NKE Nike, Inc. - Class B
-0.09%
-$1,596.81 
GBTG Global Business Travel Group, Inc.
-0.05%
-$50.28 
AMT American Tower Corporation
-0.02%
-$174.09 Events
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Dividends
Dividend Analysis
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| Trades 17602 | Longs Won 8668/17602 49% | Profit Factor 0.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $527,606.17 |
| Average Win $167,538.74 | Best Trade (Mar 31) $7.54M | Sharpe Ratio -509.25 |
| Average Loss -$163,821.59 | Worst Trade (Mar 30) -$23.94M | Z-Score -13.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 6d | Expectancy -$645.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 482.62% | 300.48% | 227.74% | 187.08% | 160.61% | 141.79% | 127.61% | 116.48% | 107.47% |
| Consecutive Losing Trades | 943 | 848 | 754 | 660 | 566 | 471 | 377 | 283 | 189 | 94 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,977 | $4.72M | $9.59M | - | $4.87M | 103.25% | +0.495% |
| ABBV AbbVie Inc. | 4,314 | $1.08M | $1.22M | - | $140,126.81 | 12.94% | +3.34% |
| ABT Abbott Laboratories | 12,214 | $1.25M | $1.26M | - | $3,459.38 | 0.28% | +0.351% |
| ABUS Arbutus Biopharma Corporation | 10,125 | $47,385 | $42,423.75 | - | -$4,961.25 | -10.47% | +1.946% |
| ACN Accenture plc Class A | 3,174 | $948,838.73 | $682,283.07 | - | -$266,555.66 | -28.09% | +0.656% |
| ADBE Adobe Inc. | 5,212 | $2.63M | $1.25M | - | -$1.37M | -52.22% | +1.862% |
| ADI Analog Devices, Inc. | 1,881 | $747,076.79 | $759,115.17 | - | $12,038.38 | 1.61% | -2.684% |
| ADP Automatic Data Processing Inc. | 2,213 | $495,601.35 | $620,348.16 | - | $124,746.81 | 25.17% | +1.602% |
| AEHR Aehr Test Systems | 2,831 | $268,293.87 | $202,388.19 | - | -$65,905.68 | -24.56% | -7.767% |
| AIZ Assurant Inc. | 3,004 | $687,224.36 | $830,095.32 | - | $142,870.96 | 20.79% | +1.971% |
| ALLE Allegion plc | 4,219 | $551,364.42 | $643,397.5 | - | $92,033.08 | 16.69% | -0.437% |
| AMAT Applied Materials, Inc. | 3,471 | $710,581.89 | $1.55M | - | $839,670.84 | 118.17% | -3.793% |
| AMBA Ambarella, Inc. | 2,691 | $190,664.34 | $165,388.86 | - | -$25,275.48 | -13.26% | -4.417% |
| AMCR Amcor plc | 9,942 | $394,988.6 | $420,347.76 | - | $25,359.16 | 6.42% | +1.221% |
| AMD Advanced Micro Devices, Inc. | 4,554 | $926,340.03 | $2.6M | - | $1.67M | 180.62% | -5.732% |
| AMT American Tower Corporation | 5,803 | $1.04M | $1.04M | - | $928.43 | 0.09% | -0.017% |
| AMZN Amazon.com Inc | 26,754 | $5.35M | $6.8M | - | $1.44M | 26.99% | -1.74% |
| ANGO Angiodynamics Inc. | 12,298 | $139,656.09 | $135,892.9 | - | -$3,763.19 | -2.69% | +1.376% |
| AON Aon plc | 1,717 | $569,511.73 | $472,775.97 | - | -$96,735.76 | -16.99% | +0.233% |
| AOS A. O. Smith Corporation | 9,510 | $572,000 | $549,963.3 | - | -$22,036.7 | -3.85% | -0.095% |
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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 - $25.93M, Akamai Technologies Inc - $18M, JPMorgan Chase & Co - $16.19M, 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 $191.04M earned over time. The largest contributors to dividend income include General Electric Company - $24.5M, Citigroup Inc - $19.79M, Microsoft Corp - $4.64M, American International Group Inc - $4.46M, and Verizon Communications Inc - $3.85M. 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.
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