David Quinn Portfolio
Invests via Pine Harbor Wealth Management, LLC | Managed by Davey Quinn
Invests via Pine Harbor Wealth Management, LLC
Managed by Davey Quinn
Automatically Tracked
David Quinn Profile
A seasoned operator and investor focused on growth-stage technology and consumer businesses, David Quinn combines corporate leadership and deal experience to evaluate operational transformation and scaling opportunities. He has served in executive and board roles, leading commercial strategy, M&A and capital-raising initiatives, and works with PE and VC sponsors on value creation. Frequently active in cross-border transactions and strategic venture investments.
A seasoned operator and investor focused on growth-stage technology and consumer businesses, David Quinn combines corporate leadership and deal experience to evaluate operational transformation and scaling opportunities. He has served in executive and board roles, leading commercial strategy, M&A and capital-raising initiatives, and works with PE and VC sponsors on value creation. Frequently active in cross-border transactions and strategic venture investments.
Investment Philosophy & Strategy
Combines operator-led due diligence with growth equity discipline, targeting technology and consumer businesses where commercial strategy, go-to-market scaling and cross-border expansion can unlock value. Prefers growth-stage positions with active board or executive involvement, using hands-on operational playbooks, M&A and capital-raise levers to improve margins and accelerate revenue. Mid-term horizon, outcome-focused, risk-managed through staged capital and sponsor alignment.
Combines operator-led due diligence with growth equity discipline, targeting technology and consumer businesses where commercial strategy, go-to-market scaling and cross-border expansion can unlock value. Prefers growth-stage positions with active board or executive involvement, using hands-on operational playbooks, M&A and capital-raise levers to improve margins and accelerate revenue. Mid-term horizon, outcome-focused, risk-managed through staged capital and sponsor alignment.
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:
6.02%
Gain
Monthly
0.19%
Yearly
2.33%
Drawdown
33.08%
$364.37M
Equity
Holdings
$364.37M
Investment
$294.49M
$77.84M
Profit -$948,454.4
Realized
$7.95M
Unrealized
$69.89M
Dividends
$13.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$948,454.4
Win %
80%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$707,560.13
Win %
80%
This Month
Compared to last month
Gain
0.31%
Profit
$1.13M
Win %
80%
This Year
Compared to last year
Gain
8.99%
Profit
$30.07M
Win %
81%
ABT Abbott Laboratories
+10.99%
+$34,178.04 
SYK Stryker Corporation
+4.17%
+$47,054.02 
MRK Merck & Co., Inc.
+3.74%
+$11,249.7 
PM Philip Morris International Inc.
+3.55%
+$15,857.4 
ABBV AbbVie Inc.
+3.41%
+$12,929.28 
NSC Norfolk Southern Corporation
+2.98%
+$12,570.35 
PEP PepsiCo, Inc.
+2.93%
+$7,146 
KO The Coca-Cola Company
+2.78%
+$15,468.95 
COST Costco Wholesale Corporation
+2.69%
+$17,900.25 
VLO Valero Energy Corporation
+2.67%
+$11,060.4 
TJX The TJX Companies, Inc.
+2.59%
+$9,645.97 
WMT Walmart Inc.
+2.59%
+$12,027.03 
MCD McDonald's Corporation
+2.57%
+$8,232.52 
MA Mastercard Incorporated
+2.46%
+$16,395.17 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.21%
+$14,138.88 
LOW Lowe's Companies Inc.
+2.2%
+$5,842.59 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$4,696.14 
MSFT Microsoft Corp.
+2.09%
+$97,712.4 
V Visa Inc. Class A
+2.02%
+$12,346.74 
PG Procter & Gamble Co
+2.01%
+$9,300.58 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.86%
+$7,738.08 
TFC Truist Financial Corporation
+1.64%
+$8,829.92 
DFSV Dimensional US Small Cap Value ETF
+1.45%
+$14,569.77 
LLY Eli Lilly and Company
+1.34%
+$23,406.75 
HD The Home Depot, Inc.
+1.24%
+$11,986.12 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$32,177.54 
LNG Cheniere Energy Inc.
+1.2%
+$4,326.84 
DUK Duke Energy Corporation
+1.14%
+$4,605.06 
AVUV Avantis U.S. Small Cap Value ETF
+1.1%
+$178,098.63 
JNJ Johnson & Johnson
+1.06%
+$6,568.88 
XLE Energy Select Sector SPDR Fund
+1.05%
+$2,525.18 
USMV iShares MSCI USA Min Vol Factor ETF
+1.01%
+$2,838.22 
DGRO iShares Core Dividend Growth ETF
+0.98%
+$16,666.53 
VMC Vulcan Materials Company
+0.87%
+$3,382.68 
AAPL Apple Inc.
+0.7%
+$40,645.21 
APD Air Products and Chemicals, Inc.
+0.57%
+$1,509.17 
LIN Linde plc
+0.55%
+$1,297.88 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$3,955.05 
SPGP Invesco S&P 500 GARP ETF
+0.35%
+$11,247.94 
VTV Vanguard Value ETF
+0.35%
+$6,853.89 
BRK-A Berkshire Hathaway Inc.
+0.33%
+$14,579.04 
ROK Rockwell Automation, Inc.
+0.32%
+$1,281.4 
AXP American Express Company
+0.16%
+$421.2 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$4,277.35 
AVLV Avantis U.S. Large Cap Value ETF
+0.06%
+$9,573.11 
PAAA PGIM AAA CLO ETF
+0.05%
+$18,510.72 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$10,214.14 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$80.25 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$129.85 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$984.27 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.01%
+$1,841.71 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$9.71 
BZAI Blaize Holdings Inc.
-9.73%
-$1,998.09 
IONQ IonQ, Inc.
-7.42%
-$31,166.94 
GS The Goldman Sachs Group, Inc.
-5.17%
-$35,557.32 
SOXX iShares Semiconductor ETF
-5.05%
-$45,418.31 
ORCL Oracle Corporation
-4.89%
-$13,910.33 
CAT Caterpillar Inc.
-4.74%
-$18,876.62 
AVGO Broadcom Inc.
-4.73%
-$17,959.95 
TXN Texas Instruments Inc
-3.52%
-$13,459.64 
NVDA NVIDIA Corporation
-2.77%
-$123,230.58 
CSCO Cisco Systems, Inc.
-2.6%
-$11,460.8 
XMMO Invesco S&P MidCap Momentum ETF
-2.18%
-$13,489 
GOOGL Alphabet Inc
-1.91%
-$53,919.45 
AAAU Goldman Sachs Physical Gold ETF
-1.81%
-$7,830 
GOOG Alphabet Inc
-1.81%
-$25,920.65 
QQQM Invesco NASDAQ 100 ETF
-1.65%
-$21,822.47 
QQQ Invesco QQQ Trust, Series 1
-1.62%
-$406,409.5 
USXF iShares ESG Aware MSCI USA ETF
-1.53%
-$15,142.83 
VUG Vanguard Growth ETF
-1.25%
-$101,257.2 
JPM JPMorgan Chase & Co.
-1.21%
-$12,404.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$69,674.35 
VEU Vanguard FTSE All-World ex-US ETF
-1.17%
-$6,279.46 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.05%
-$3,087.36 
VSGX Vanguard ESG International Stock ETF
-0.83%
-$2,466.94 
VT Vanguard Total World Stock ETF
-0.76%
-$10,759.78 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$274,828.95 
SCHW Charles Schwab Corporation
-0.63%
-$1,536.6 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.62%
-$4,644.02 
DFUS Dimensional U.S. Equity Market ETF
-0.61%
-$283,440.84 
ESGV Vanguard ESG U.S. Stock ETF
-0.6%
-$10,021.32 
DFSI Dimensional International Sustainability Core 1 ETF
-0.59%
-$1,701 
SPY SPDR S&P 500 ETF Trust
-0.57%
-$2,632.64 
IVV iShares Core S&P 500 ETF
-0.57%
-$1,671.84 
VOO Vanguard S&P 500 ETF
-0.57%
-$5,715.65 
AMZN Amazon.com Inc
-0.55%
-$7,738.91 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$96,380.46 
BAC Bank of America Corporation
-0.47%
-$1,261.21 
DFAU Dimensional US Core Equity Market ETF
-0.38%
-$1,309.65 
VRP Invesco Variable Rate Preferred ETF
-0.16%
-$644.04 
DFSU Dimensional US Sustainability Core 1 ETF
-0.15%
-$1,049.65 
TJUL Innovator Equity Defined Protection ETF 0725
-0.13%
-$378.44 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$576.82 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.11%
-$955.5 
JPIB JPMorgan International Bond ETF
-0.07%
-$1,290.84 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.04%
-$116.68 
MEAR iShares Short Maturity Bond ETF
-0.04%
-$3,518.77 
IGRO iShares International Dividend Growth ETF
-0.03%
-$314.73 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$179.38 
BALT Inn Defined Wealth Shield Mutual Fund
-0.01%
-$89.59 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$588.11 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$17.31 Events
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Dividends
Dividend Analysis
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| Trades 798 | Longs Won 622/798 77% | Profit Factor 52.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $457,713.37 |
| Average Win $127,563.96 | Best Trade (Jul 10) $8.29M | Sharpe Ratio -13.31 |
| Average Loss -$8,560.77 | Worst Trade (Jul 16) -$376,990.96 | Z-Score 16.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w | Expectancy $97,541.46 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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