ARS
Adelbert R. Sanchez Portfolio
Invests via Deprince Race & Zollo Inc | Managed by Adelbert R. Sanchez
Invests via Deprince Race & Zollo Inc
Managed by Adelbert R. Sanchez
Automatically Tracked
Adelbert R. Sanchez Profile
With a dynamic career in corporate strategy and operations, Adelbert R. Sanchez has significantly influenced the landscape of business growth and market innovation. He has held leadership roles that blend operational excellence with strategic insight, particularly within technology-driven environments. Sanchez's expertise extends to overseeing substantial product developments and implementing streamlined processes that enhance competitive positioning. Known for his ability to foster cross-functional teams, he drives initiatives that align with evolving market needs while addressing complex challenges head-on. His commitment to operational transformation positions him as a valuable contributor in investment discussions focused on high-potential ventures.
With a dynamic career in corporate strategy and operations, Adelbert R. Sanchez has significantly influenced the landscape of business growth and market innovation. He has held leadership roles that blend operational excellence with strategic insight, particularly within technology-driven environments. Sanchez's expertise extends to overseeing substantial product developments and implementing streamlined processes that enhance competitive positioning. Known for his ability to foster cross-functional teams, he drives initiatives that align with evolving market needs while addressing complex challenges head-on. His commitment to operational transformation positions him as a valuable contributor in investment discussions focused on high-potential ventures.
Investment Philosophy & Strategy
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:
-0.62%
Gain 0%
Monthly
-0.01%
Yearly
-0.08%
Drawdown
2.79%
$1.07T
Equity
Holdings
$1.07T
Investment
$1.09T
-$22.23B
Profit +$8.94M
Realized
-$7.58B
Unrealized
-$14.65B
Dividends
$834.59M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.001%
Profit
$8.94M
Win %
92%
This Week
Compared To Last Week
Gain
0.001%
Profit
$8.94M
Win %
92%
This Month
Compared to last month
Gain
0.001%
Profit
$8.94M
Win %
92%
This Year
Compared to last year
Gain
-0.68%
Profit
-$7.23B
Win %
92%
RPM RPM International Inc.
+4.47%
+$2.53M 
MUR Murphy Oil Corporation
+2.98%
+$1.47M 
NOC Northrop Grumman Corporation
+2.57%
+$9.24M 
SLB Schlumberger Limited
+2.44%
+$7,945 
IMH Impac Mortgage Holdings, Inc.
+2.23%
+$302.92 
OSK Oshkosh Corporation
+2.04%
+$3.8M 
BCC Boise Cascade Company
+1.97%
+$1.15M 
MRK Merck & Co., Inc.
+1.86%
+$18,471 
JNJ Johnson & Johnson
+1.82%
+$34,731.92 
FLS Flowserve Corporation
+1.81%
+$1.74M 
UG United-Guardian, Inc.
+1.74%
+$13,843.48 
NFG National Fuel Gas Company
+1.64%
+$415,520 
SYY Sysco Corporation
+1.64%
+$33,516 
DD DuPont de Nemours, Inc.
+1.58%
+$528,524.32 
CAG Conagra Brands Inc.
+1.45%
+$32,268.92 
OGE Oge Energy Corp.
+1.3%
+$408,618 
GPC Genuine Parts Company
+1.28%
+$896,886 
ANDE The Andersons, Inc.
+1.2%
+$47,151 
PH Parker-Hannifin Corporation
+1%
+$8.84M 
KMB Kimberly-Clark Corporation
+0.99%
+$513,397.56 
PG Procter & Gamble Co
+0.98%
+$14,790 
MAS Masco Corporation
+0.9%
+$8,166.29 
NX Quanex Building Products Corporation
+0.85%
+$171,864 
GBX Greenbrier Companies, Inc.
+0.84%
+$182,994 
FNMA Fannie Mae
+0.83%
+$213.2 
BMY Bristol-Myers Squibb Company
+0.8%
+$3,140.8 
CSCO Cisco Systems, Inc.
+0.68%
+$12,240 
WM Waste Management, Inc.
+0.65%
+$8,056 
GE General Electric Company
+0.64%
+$5,173.87 
KO The Coca-Cola Company
+0.61%
+$4,200 
PFE Pfizer Inc.
+0.54%
+$1,195.24 
APD Air Products and Chemicals, Inc.
+0.48%
+$772,142.08 
ABT Abbott Laboratories
+0.4%
+$5,703.16 
PEP PepsiCo, Inc.
+0.4%
+$4,752 
HBAN Huntington Bancshares Incorporated
+0.33%
+$13,525.38 
ROK Rockwell Automation, Inc.
+0.31%
+$716,010 
PNC The PNC Financial Services Group, Inc.
+0.23%
+$244,474.21 
RYN Rayonier Inc.
+0.19%
+$48,492.38 
LYTS Lsi Industries Inc.
+0.14%
+$35,843.44 
MCD McDonald's Corporation
+0.05%
+$1,300 
EMR Emerson Electric Co.
+0.04%
+$57,540 
MAR Marriott International Inc. - Class A
+0.04%
+$2,379.04 
HD The Home Depot, Inc.
+0.04%
+$1,692 
017415100
0%
$0 
024763104
0%
$0 
026609107
0%
$0 
042476101
0%
$0 
046008108
0%
$0 
048825103
0%
$0 
05538M101
0%
$0 
05576M203
0%
$0 
065412108
0%
$0 
06605F102
0%
$0 
093644102
0%
$0 
124923103
0%
$0 
143658102
0%
$0 
170032106
0%
$0 
194194106
0%
$0 
194858106
0%
$0 
197648108
0%
$0 
201709102
0%
$0 
20268X102
0%
$0 
202800108
0%
$0 
204493100
0%
$0 
216669101
0%
$0 
22160Q102
0%
$0 
232809103
0%
$0 
242361103
0%
$0 
257870105
0%
$0 
268457108
0%
$0 
292896107
0%
$0 
30262K105
0%
$0 
318900107
0%
$0 
337477103
0%
$0 
343496105
0%
$0 
364802108
0%
$0 
37246W105
0%
$0 
410522106
0%
$0 
410550107
0%
$0 
418106100
0%
$0 
419352109
0%
$0 
421959107
0%
$0 
443051107
0%
$0 
450091103
0%
$0 
457776102
0%
$0 
479368102
0%
$0 
49842P103
0%
$0 
535171102
0%
$0 
587342106
0%
$0 
589602101
0%
$0 
59563W104
0%
$0 
604059105
0%
$0 
606592202
0%
$0 
606592301
0%
$0 
607556107
0%
$0 
609150107
0%
$0 
629305103
0%
$0 
637657107
0%
$0 
651192106
0%
$0 
691217103
0%
$0 
709323109
0%
$0 
716941109
0%
$0 
723877106
0%
$0 
75952U103
0%
$0 
761763101
0%
$0 
826680308
0%
$0 
829060102
0%
$0 
832245104
0%
$0 
866005101
0%
$0 
873197107
0%
$0 
881694103
0%
$0 
887134104
0%
$0 
896726106
0%
$0 
897844106
0%
$0 
900902107
0%
$0 
929229102
0%
$0 
932270101
0%
$0 
934488107
0%
$0 
969133107
0%
$0 
971892104
0%
$0 
984138107
0%
$0 
989070503
0%
$0 
AKS AK Steel Holding Corp
0%
$0 
AMZ
0%
$0 
BDTTZ
0%
$0 
BGC
0%
$0 
BNE
0%
$0 
BNI
0%
$0 
BOBE
0%
$0 
BOL
0%
$0 
BOW
0%
$0 
CATO Cato Corporation
0%
$0 
CGC
0%
$0 
CIN
0%
$0 
CITZ
0%
$0 
CRRC
0%
$0 
CTB Cooper Tire & Rubber Co
0%
$0 
EKDKQ
0%
$0 
EMC
0%
$0 
FCH
0%
$0 
FCPR
0%
$0 
FD
0%
$0 
FFFD
0%
$0 
FREDQ Fred's, Inc.
0%
$0 
G
0%
$0 
GAS
0%
$0 
GFED Guaranty Federal Bancshares Inc
0%
$0 
GI Giant Industries, Inc.
0%
$0 
HELX
0%
$0 
HMYRQ
0%
$0 
HNZ
0%
$0 
HOC
0%
$0 
HPC
0%
$0 
HRS
0%
$0 
ICOC
0%
$0 
IMC
0%
$0 
IPCR
0%
$0 
IPG The Interpublic Group of Companies, Inc.
0%
$0 
JCP JC Penney Co Inc
0%
$0 
KEI
0%
$0 
KMG
0%
$0 
KRB
0%
$0 
KWD
0%
$0 
LDG
0%
$0 
MCH
0%
$0 
MIL
0%
$0 
MSPIQ
0%
$0 
MTSC MTS Systems Corp
0%
$0 
OGLEQ
0%
$0 
OME Omega Protein Corp.
0%
$0 
ONE
0%
$0 
OS
0%
$0 
PGL
0%
$0 
PKE
0%
$0 
PMFG
0%
$0 
PTBTQ Pope & Talbot Inc.
0%
$0 
PVAC Penn Virginia Corp
0%
$0 
PZZI
0%
$0 
QUIX
0%
$0 
ROH
0%
$0 
SCRA
0%
$0 
SLS
0%
$0 
SPAN
0%
$0 
SPF
0%
$0 
SRR
0%
$0 
SUP Superior Industries International, Inc.
0%
$0 
SUSQ
0%
$0 
TIN
0%
$0 
TLAB
0%
$0 
TLSYY Telstra Corporation Ltd.
0%
$0 
TNB
0%
$0 
TSTY
0%
$0 
TTLG
0%
$0 
TYC
0%
$0 
VLCCF
0%
$0 
WDHD
0%
$0 
WLM
0%
$0 
AIR AAR Corp.
-10.54%
-$7.38M 
RELL Richardson Electronics, Ltd.
-2.27%
-$20,475 
NLY Annaly Capital Management, Inc.
-2.14%
-$81,904.37 
RGR Sturm, Ruger & Company, Inc.
-1.73%
-$172,173.52 
AIG American International Group Inc.
-1.63%
-$515.81 
AXP American Express Company
-1.44%
-$71,075.8 
BLX Banco Latinoamericano de Comercio Exterior, S.A.
-1.15%
-$77,248 
COHU Cohu Inc.
-1.1%
-$102,672 
EML The Eastern Company
-1.05%
-$8,950.5 
LLY Eli Lilly and Company
-0.89%
-$36,715 
IIIN Insteel Industries Inc.
-0.86%
-$26,460 
CVS CVS Health Corporation
-0.79%
-$10,962 
KWR Quaker Chemical Corporation
-0.75%
-$522,851 
GPS Gap Inc-The
-0.73%
-$1,428.75 
MEI Methode Electronics Inc.
-0.73%
-$93,787.2 
EBF Ennis Inc.
-0.66%
-$77,140 
HRB H&R Block Inc.
-0.57%
-$507,656 
ACNT Ascent Industries Co.
-0.42%
-$1,335.6 
IBM International Business Machines Corporation
-0.28%
-$2,887.06 
MDT Medtronic plc
-0.26%
-$2,016 
HUBB Hubbell Inc.
-0.23%
-$615,546.5 
ALOT Astronova Inc.
-0.23%
-$6,736.55 
IMKTA Ingles Markets Inc.
-0.22%
-$86,700 
BAX Baxter International Inc.
-0.16%
-$48,274.7 
XRX Xerox Holdings Corporation
-0.14%
-$33.15 
INTC Intel Corporation
-0.09%
-$1,596 
EQR Equity Residential
-0.07%
-$16,910 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 224 | Longs Won 63/224 28% | Profit Factor 0.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.74B |
| Average Win $167.63M | Best Trade (Jul 22) $6.12B | Sharpe Ratio -2,398.66 |
| Average Loss -$156.6M | Worst Trade (Jul 31) -$25.2B | Z-Score -4.65 (100%) |
| Commissions $0 | Avg. Trade Length 27y 4m 1w 6d | Expectancy -$99.26M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 6,849 | 6,164 | 5,479 | 4,795 | 4,110 | 3,425 | 2,740 | 2,055 | 1,370 | 685 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Adelbert R. Sanchez?
The largest contributions to the portfolio's profits come from the following stocks: Annaly Capital Management, Inc - $99.26M, Northrop Grumman Corporation - $60.75M, Parker-Hannifin Corporation - $57.71M, H&R Block Inc - $44.39M, and Hubbell Inc - $36.96M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Adelbert R. Sanchez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $834.59M earned over time. The largest contributors to dividend income include Annaly Capital Management, Inc - $99.26M, Northrop Grumman Corporation - $60.75M, Parker-Hannifin Corporation - $57.71M, H&R Block Inc - $44.39M, and Hubbell Inc - $36.96M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adelbert R. Sanchez's monthly returns?
Adelbert R. Sanchez's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Adelbert R. Sanchez's strategy be considered aggressive or moderate?
Adelbert R. Sanchez's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Adelbert R. Sanchez's strategy?
Adelbert R. Sanchez's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
