MJC
Michael J. Cuggino Portfolio
Invests via Pacific Heights Asset Management LLC | Managed by Michael J. Cuggino
Invests via Pacific Heights Asset Management LLC
Managed by Michael J. Cuggino
Automatically Tracked
Michael J. Cuggino Profile
With a robust background in investment management, Michael J. Cuggino serves as the President and Portfolio Manager at Permanent Capital Advisory Group. He possesses extensive experience across equity markets and has cultivated a reputation for skillful stock selection in diverse sectors. Under his leadership, the firm focuses on providing personalized asset management solutions that emphasize sustainable growth and client-driven outcomes. His academic credentials include a Bachelor of Science in Business Administration from the University of California, Berkeley, further supporting his role as an informed leader in navigating capital markets.
With a robust background in investment management, Michael J. Cuggino serves as the President and Portfolio Manager at Permanent Capital Advisory Group. He possesses extensive experience across equity markets and has cultivated a reputation for skillful stock selection in diverse sectors. Under his leadership, the firm focuses on providing personalized asset management solutions that emphasize sustainable growth and client-driven outcomes. His academic credentials include a Bachelor of Science in Business Administration from the University of California, Berkeley, further supporting his role as an informed leader in navigating capital markets.
Investment Philosophy & Strategy
Growth dynamics in equity markets define Michael J. Cuggino's strategic focus as he seeks opportunities that align with evolving trends and client aspirations. Emphasizing an entrepreneurial mindset, his investment approach balances rigorous analysis with proactive engagement, positioning portfolios for sustainable performance. By integrating insights from a diverse range of sectors, he tailors strategies to capitalize on market shifts while prioritizing long-term value creation. A commitment to thorough due diligence enables him to identify distinctive growth prospects and build resilient investments.
Growth dynamics in equity markets define Michael J. Cuggino's strategic focus as he seeks opportunities that align with evolving trends and client aspirations. Emphasizing an entrepreneurial mindset, his investment approach balances rigorous analysis with proactive engagement, positioning portfolios for sustainable performance. By integrating insights from a diverse range of sectors, he tailors strategies to capitalize on market shifts while prioritizing long-term value creation. A commitment to thorough due diligence enables him to identify distinctive growth prospects and build resilient investments.
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:
110.46%
Gain -0.01%
Monthly
0.68%
Yearly
8.49%
Drawdown
24.6%
$3.62B
Equity
Holdings
$3.62B
Investment
$2.23B
$3.52B
Profit -$1.21M
Realized
$2.12B
Unrealized
$1.39B
Dividends
$810.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$1.21M
Win %
79%
This Week
Compared To Last Week
Gain
-2.13%
Profit
-$78.05M
Win %
79%
This Month
Compared to last month
Gain
-2.37%
Profit
-$87.11M
Win %
79%
This Year
Compared to last year
Gain
-0.03%
Profit
$74.31M
Win %
78%
INTC Intel Corporation
+4.5%
+$393,750 
BTU Peabody Energy Corporation
+4.2%
+$33,600 
IPGP IPG Photonics Corporation
+4.03%
+$681,750 
SANM Sanmina Corporation
+3.28%
+$499,152.56 
A Agilent Technologies Inc.
+2.73%
+$1.02M 
VNO Vornado Realty Trust
+2.56%
+$354,000 
DLR Digital Realty Trust, Inc.
+2.29%
+$617,250 
SOUHY South32 Ltd. - American Depositary Receipt
+2.04%
+$177,500 
AVB AvalonBay Communities, Inc.
+2.02%
+$202,500 
NUE Nucor Corporation
+1.9%
+$861,000 
ARM Arm Holdings plc American Depositary Receipt
+1.84%
+$1.44M 
QUBT Quantum Computing Inc.
+1.67%
+$130,900 
DINO HF Sinclair Corporation
+1.58%
+$796,500 
DIS The Walt Disney Company
+1.57%
+$494,871.1 
NVDA NVIDIA Corporation
+1.51%
+$2.8M 
OUT OUTFRONT Media Inc.
+1.42%
+$360,000 
WSM Williams-Sonoma, Inc.
+1.35%
+$780,000 
META Meta Platforms Inc Class A
+0.96%
+$1.48M 
BXP Boston Properties, Inc.
+0.92%
+$175,500 
HIW Highwoods Properties, Inc.
+0.86%
+$106,000 
PH Parker-Hannifin Corporation
+0.85%
+$867,900 
BHP BHP Group Ltd.
+0.84%
+$379,193.25 
UMH UMH Properties, Inc.
+0.83%
+$91,000 
LMT Lockheed Martin Corporation
+0.79%
+$655,646.9 
STT State Street Corp
+0.77%
+$421,850 
AMT American Tower Corporation
+0.73%
+$259,998 
MS Morgan Stanley
+0.73%
+$481,600 
FCX Freeport-McMoRan Inc.
+0.66%
+$1.22M 
AMGN Amgen Inc.
+0.61%
+$297,701.3 
PSX Phillips 66
+0.58%
+$153,500 
CCJ Cameco Corporation
+0.57%
+$260,000 
BIIB Biogen Inc.
+0.55%
+$41,825 
ITW Illinois Tool Works Inc.
+0.51%
+$227,700 
AFRM Affirm Holdings, Inc.
+0.51%
+$237,252.6 
UBER Uber Technologies, Inc.
+0.5%
+$133,125 
NC NACCO Industries Inc.
+0.35%
+$3,603.28 
MRP Millrose Properties Inc.
+0.31%
+$67,500 
PLTR Palantir Technologies Inc.
+0.29%
+$705,375 
STAG Stag Industrial Inc.
+0.21%
+$40,000 
AVGO Broadcom Inc.
+0.17%
+$148,202.6 
LEN Lennar Corporation
+0.15%
+$33,000 
QCOM QUALCOMM Incorporated
+0.04%
+$6,400 
BK The Bank of New York Mellon Corporation
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
KSU Kansas City Southern
0%
$0 
PEI Pennsylvania Real Estate Investment Trust
0%
$0 
UBA Urstadt Biddle Properties Inc
0%
$0 
UBP Urstadt Biddle Properties Inc
0%
$0 
SYMC Symantec Corp
0%
$0 
PKD Parker Drilling Co
0%
$0 BR
BR
0%
$0 PPP
PPP
0%
$0 TIN
TIN
0%
$0 PD
PD
0%
$0 N
N
0%
$0 CA
CA
0%
$0 NSM
NSM
0%
$0 JNS
JNS
0%
$0 FST
FST
0%
$0 BRE
BRE
0%
$0 FTO
FTO
0%
$0 GENZ
GENZ
0%
$0 RYL
RYL
0%
$0 BSC
BSC
0%
$0 TRB
TRB
0%
$0 ASN
ASN
0%
$0 CEMJ
CEMJQ
0%
$0 HPQ
HPQ
0%
$0 SWFT
SWFT
0%
$0 DCNA
DCNAQ
0%
$0 VIA
VIA
0%
$0 UDR
UDR
0%
$0 PNP
PNP
0%
$0 EQY
EQY
0%
$0 NXL
NXL
0%
$0 TPL
TPL
0%
$0 
VNOM Viper Energy Inc. Class A Common Stock
-6.07%
-$1.4M 
GPCR Structure Therapeutics Inc.
-5.89%
-$1.84M 
OVV Ovintiv Inc.
-5.29%
-$2.3M 
OXY Occidental Petroleum Corporation
-4.91%
-$1.56M 
COP ConocoPhillips
-4.74%
-$2.01M 
APA APA Corporation
-4.36%
-$1.24M 
MUR Murphy Oil Corporation
-4.27%
-$1.03M 
TPL Texas Pacific Land Corporation
-4.1%
-$8.99M 
DVN Devon Energy Corporation
-4.08%
-$1.35M 
BIREF Birchcliff Energy Ltd.
-3.85%
-$630,000 
FDXF FedEx Freight Holding Company Inc.
-3.27%
-$176,162.5 
XOM Exxon Mobil Corporation
-2.68%
-$1.36M 
BP BP p.l.c. Sponsored ADR
-2.47%
-$504,600 
CVX Chevron Corporation
-2.19%
-$1.62M 
CNQ Canadian Natural Resources Limited
-2.16%
-$669,000 
FLR Fluor Corporation
-2.09%
-$485,900.43 
WYNN Wynn Resorts, Limited
-2.09%
-$362,000 
ADSK Autodesk, Inc.
-1.76%
-$776,100 
SCHW Charles Schwab Corporation
-1.74%
-$953,700 
ALB Albemarle Corporation
-1.59%
-$360,000 
FDX FedEx Corporation
-1.37%
-$357,850.85 
V Visa Inc. Class A
-1.1%
-$413,000 
TWLO Twilio Inc.
-1.05%
-$698,500 
ESS Essex Property Trust, Inc.
-0.99%
-$274,000 
ELME Elme Communities
-0.9%
-$1,125 
R Ryder System Inc.
-0.82%
-$198,000 
APP AppLovin Corporation Class A Common Stock
-0.74%
-$431,375 
UDR UDR Inc.
-0.69%
-$96,000 
VALE Vale S.A.
-0.66%
-$47,500 
CP Canadian Pacific Kansas City Limited
-0.65%
-$186,874.02 
KIM Kimco Realty Corporation
-0.59%
-$81,000 
REG Regency Centers Corporation
-0.54%
-$120,000.9 
PLD Prologis Inc.
-0.45%
-$137,250 
APD Air Products and Chemicals, Inc.
-0.39%
-$164,009.8 
CSR Centerspace Inc.
-0.38%
-$66,000 
WY Weyerhaeuser Company
-0.34%
-$62,250 
MAT Mattel Inc.
-0.3%
-$5,600 
FRT Federal Realty Investment Trust
-0.28%
-$76,800 
SPG Simon Property Group, Inc.
-0.14%
-$36,251.25 
COST Costco Wholesale Corporation
-0.12%
-$133,200 
HOG Harley-Davidson Inc.
-0.07%
-$900 
RIO Rio Tinto Plc Sponsored ADR
-0.07%
-$29,250 Events
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Dividends
Dividend Analysis
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| Trades 3162 | Longs Won 2039/3162 64% | Profit Factor 3.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.26M |
| Average Win $2.37M | Best Trade (Sep 01) $114.22M | Sharpe Ratio -15.23 |
| Average Loss -$1.15M | Worst Trade (Dec 30) -$40.84M | Z-Score -3.68 (100%) |
| Commissions $0 | Avg. Trade Length 3y 4m | Expectancy $1.11M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,145 | 2,830 | 2,516 | 2,201 | 1,887 | 1,572 | 1,258 | 943 | 629 | 314 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 247,860 | $18.1M | $38.26M | - | $20.17M | 111.43% | +2.735% |
| ADSK Autodesk, Inc. | 195,000 | $31.29M | $43.39M | - | $12.1M | 38.67% | -1.757% |
| AFRM Affirm Holdings, Inc. | 650,000 | $34.99M | $47.1M | - | $12.11M | 34.6% | +0.506% |
| ALB Albemarle Corporation | 200,000 | $17.88M | $22.33M | - | $4.45M | 24.89% | -1.587% |
| AMGN Amgen Inc. | 130,000 | $25.5M | $49.13M | - | $23.63M | 92.68% | +0.61% |
| AMT American Tower Corporation | 200,000 | $37.18M | $35.8M | - | -$1.38M | -3.71% | +0.732% |
| APA APA Corporation | 600,000 | $13.64M | $27.21M | - | $13.56M | 99.4% | -4.356% |
| APD Air Products and Chemicals, Inc. | 143,240 | $24.01M | $41.46M | - | $17.44M | 72.64% | -0.394% |
| APP AppLovin Corporation Class A Common Stock | 175,000 | $82.76M | $57.57M | - | -$25.18M | -30.43% | -0.744% |
| ARM Arm Holdings plc American Depositary Receipt | 325,000 | $46.41M | $80.04M | - | $33.63M | 72.45% | +1.838% |
| ASN ASN | 50,000 | $2.75M | $3.01M | - | $260,268.27 | 9.48% | 0.0 |
| AVB AvalonBay Communities, Inc. | 150,000 | $25.98M | $10.22M | - | -$15.76M | -60.66% | +2.021% |
| AVGO Broadcom Inc. | 260,000 | $28.36M | $88.36M | - | $60M | 211.59% | +0.168% |
| BHP BHP Group Ltd. | 534,075 | $27.54M | $45.65M | - | $18.11M | 65.77% | +0.838% |
| BIIB Biogen Inc. | 35,000 | $1.62M | $7.61M | - | $5.99M | 370.57% | +0.553% |
| BIREF Birchcliff Energy Ltd. | 3.5M | $17.2M | $15.71M | - | -$1.49M | -8.64% | -3.854% |
| BK The Bank of New York Mellon Corporation | 66,010 | $2.46M | $2.74M | - | $277,453.86 | 11.29% | 0.0 |
| BP BP p.l.c. Sponsored ADR | 435,000 | $12.17M | $19.92M | - | $7.75M | 63.64% | -2.47% |
| BR BR | 40,000 | $3.45M | $3.45M | - | - | - | 0.0 |
| BRE BRE | 50,000 | $1.51M | $3.14M | - | $1.63M | 107.95% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Michael J. Cuggino?
The largest contributions to the portfolio's profits come from the following stocks: Meta Platforms Inc Class A - $245.49M, NVIDIA Corporation - $137.49M, CBS Corp - $134.91M, Palantir Technologies Inc - $127.53M, and Lockheed Martin Corporation - $107.43M. 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: Peabody Energy Corporation - $92.5M, PCXCQ - $45.9M, FST - $34.63M, APA Corporation - $34.1M, and HPQ - $29.35M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael J. Cuggino's portfolio generate?
The portfolio generates substantial dividend income, with a total of $810.83M earned over time. The largest contributors to dividend income include Pennsylvania Real Estate Investment Trust - $81.18M, Weyerhaeuser Company - $32.58M, BHP Group Ltd - $32.18M, Freeport-McMoRan Inc - $30.09M, and Chevron Corporation - $27.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael J. Cuggino's monthly returns?
Michael J. Cuggino's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Michael J. Cuggino's strategy be considered aggressive or moderate?
Michael J. Cuggino's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Michael J. Cuggino's strategy?
Michael J. Cuggino'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.
