Charles Corkery Portfolio
Invests via PUREfi Wealth, LLC | Managed by Charles Brady Corkery
Invests via PUREfi Wealth, LLC
Managed by Charles Brady Corkery
Automatically Tracked
Charles Corkery Profile
Veteran credit investor and founder focused on distressed and special situations investing, he has built a track record sourcing complex credit opportunities across North America. Charles Corkery led portfolio construction, deal sourcing and operational turnarounds at boutique and institutional firms, leveraging experience in restructuring, leveraged finance and direct lending. He is known for value-oriented, risk-adjusted returns, active portfolio management and deep relationships with restructuring advisors and credit managers.
Veteran credit investor and founder focused on distressed and special situations investing, he has built a track record sourcing complex credit opportunities across North America. Charles Corkery led portfolio construction, deal sourcing and operational turnarounds at boutique and institutional firms, leveraging experience in restructuring, leveraged finance and direct lending. He is known for value-oriented, risk-adjusted returns, active portfolio management and deep relationships with restructuring advisors and credit managers.
Investment Philosophy & Strategy
Focuses on opportunistic credit and special situations, prioritizing distressed corporate credits, restructuring, and stressed leveraged finance where asymmetric returns can be realized. Emphasizes fundamental credit work, conservative capital allocation and active portfolio management—seeking control or influential creditor positions to steer operational turnarounds. Underwrites investments with stress-tested downside scenarios, relative-value sourcing across North America, and a multi-year time horizon to realize value through restructurings or strategic exits. Relies on deep restructuring relationships and disciplined risk-adjusted return targets.
Focuses on opportunistic credit and special situations, prioritizing distressed corporate credits, restructuring, and stressed leveraged finance where asymmetric returns can be realized. Emphasizes fundamental credit work, conservative capital allocation and active portfolio management—seeking control or influential creditor positions to steer operational turnarounds. Underwrites investments with stress-tested downside scenarios, relative-value sourcing across North America, and a multi-year time horizon to realize value through restructurings or strategic exits. Relies on deep restructuring relationships and disciplined risk-adjusted return targets.
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:
1.21%
Gain
Monthly
0.07%
Yearly
0.79%
Drawdown
20.34%
$166.59M
Equity
Holdings
$166.59M
Investment
$141.77M
$26.07M
Profit -$207,311.72
Realized
$1.25M
Unrealized
$24.83M
Dividends
$2.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$207,311.72
Win %
70%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$552,943.47
Win %
70%
This Month
Compared to last month
Gain
0.61%
Profit
$1.01M
Win %
70%
This Year
Compared to last year
Gain
10.78%
Profit
$16.2M
Win %
70%
ABT Abbott Laboratories
+10.99%
+$24,537.5 
CTAS Cintas Corporation
+7.43%
+$38,569.5 
INTU Intuit Inc.
+5.15%
+$8,379.58 
ACN Accenture plc Class A
+4.52%
+$14,076.06 
SYK Stryker Corporation
+4%
+$270,240.36 
ADP Automatic Data Processing Inc.
+3.54%
+$31,308.24 
UNP Union Pacific Corporation
+3.45%
+$18,924.9 
ITW Illinois Tool Works Inc.
+3.44%
+$12,819.42 
NKE Nike, Inc. - Class B
+3.29%
+$6,420.85 
UNH UnitedHealth Group Incorporated
+3.23%
+$44,262.26 
MDLZ Mondelez International, Inc.
+3.12%
+$15,033.45 
ABBV AbbVie Inc.
+3.1%
+$38,387.47 
MRSH Marsh & McLennan Companies, Inc.
+2.89%
+$6,744.25 
PM Philip Morris International Inc.
+2.88%
+$11,633.17 
MCD McDonald's Corporation
+2.83%
+$18,747.47 
VICI Vici Properties Inc.
+2.74%
+$10,900.8 
ISRG Intuitive Surgical, Inc.
+2.69%
+$8,069.6 
PEP PepsiCo, Inc.
+2.64%
+$12,608.76 
SHOP Shopify Inc.
+2.61%
+$6,279.12 
VLO Valero Energy Corporation
+2.53%
+$9,486.8 
IBM International Business Machines Corporation
+2.51%
+$5,490.55 
COST Costco Wholesale Corporation
+2.48%
+$17,198.9 
FAST Fastenal Co.
+2.44%
+$8,706.3 
KO The Coca-Cola Company
+2.4%
+$5,334.12 
GRMN Garmin Ltd.
+2.4%
+$8,578.2 
AVB AvalonBay Communities, Inc.
+2.34%
+$8,891.1 
IYK iShares U.S. Consumer Staples ETF
+2.31%
+$7,572.89 
WMT Walmart Inc.
+2.18%
+$164,946.25 
SCHD Schwab U.S. Dividend Equity ETF
+2.06%
+$5,985 
GWW W.W. Grainger, Inc.
+2.01%
+$9,879.02 
OKE ONEOK, Inc.
+1.97%
+$4,466.05 
DRI Darden Restaurants, Inc.
+1.86%
+$8,519.1 
V Visa Inc. Class A
+1.84%
+$21,333.44 
HD The Home Depot, Inc.
+1.78%
+$25,463 
PG Procter & Gamble Co
+1.77%
+$11,694.24 
FHLC Fidelity MSCI Health Care Index ETF
+1.69%
+$7,306.69 
MSFT Microsoft Corp.
+1.59%
+$84,395.45 
ECL Ecolab Inc.
+1.31%
+$2,728.69 
LLY Eli Lilly and Company
+1.27%
+$30,633.15 
CVX Chevron Corporation
+1.26%
+$8,055.24 
PFE Pfizer Inc.
+1.25%
+$3,942.61 
HIG The Hartford Insurance Group, Inc.
+1.15%
+$4,636.05 
NVS Novartis AG Sponsored ADR
+1.15%
+$4,696.95 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$2,589.3 
MLM Martin Marietta Materials, Inc.
+1.04%
+$2,200.03 
XOM Exxon Mobil Corporation
+1.02%
+$20,764.4 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+1.01%
+$4,355 
JNJ Johnson & Johnson
+0.96%
+$22,728.3 
AZN AstraZeneca PLC American Depositary Shares
+0.95%
+$2,051.19 
PPL PPL Corporation
+0.95%
+$3,882.8 
MAR Marriott International Inc. - Class A
+0.94%
+$3,152.06 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$4,929.07 
AAPL Apple Inc.
+0.9%
+$57,767.88 
KMI Kinder Morgan, Inc.
+0.89%
+$2,276.58 
TRV The Travelers Companies, Inc.
+0.88%
+$8,412.9 
UBER Uber Technologies, Inc.
+0.87%
+$3,254.58 
IWD iShares Russell 1000 Value ETF
+0.74%
+$3,502.62 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$4,884.02 
CRH CRH plc
+0.69%
+$3,276.72 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$2,666.52 
WEC WEC Energy Group Inc.
+0.61%
+$2,223.87 
VCR Vanguard Consumer Discretionary ETF
+0.59%
+$3,806.03 
QUS SPDR MSCI USA StrategicFactors ETF
+0.55%
+$1,603.14 
TRGP Targa Resources Corp.
+0.52%
+$3,593.74 
FDVV Fidelity High Dividend ETF
+0.51%
+$1,371.84 
BGIG Bahl & Gaynor Income Growth ETF
+0.49%
+$1,899.62 
NFLX Netflix, Inc.
+0.47%
+$2,742.25 
TW Tradeweb Markets Inc.
+0.43%
+$1,053 
LIN Linde plc
+0.41%
+$3,024.32 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$5,653.95 
LMT Lockheed Martin Corporation
+0.34%
+$985.89 
JAVA JPMorgan Active Value ETF
+0.34%
+$5,562.43 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$1,746.75 
AMZN Amazon.com Inc
+0.33%
+$13,485.36 
APO Apollo Global Management, Inc.
+0.33%
+$1,231.2 
PNC The PNC Financial Services Group, Inc.
+0.3%
+$2,300.52 
IHG Intercontinental Hotels Group PLC ADR
+0.26%
+$850.34 
EQL Alps Equal Sector Weight ETF
+0.24%
+$2,211.5 
HON Honeywell International Inc.
+0.19%
+$382.27 
GD General Dynamics Corporation
+0.15%
+$1,006.88 
VB Vanguard Small-Cap ETF
+0.15%
+$348.75 
GOOG Alphabet Inc
+0.12%
+$3,222.37 
WMB The Williams Companies, Inc.
+0.12%
+$1,042.29 
GOOGL Alphabet Inc
+0.11%
+$2,468.96 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$182.41 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$104.6 
CME CME Group Inc.
+0.02%
+$68.9 
IYG iShares U.S. Financial Services ETF
+0.01%
+$23.99 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-10.57%
-$48,157.59 
MRVL Marvell Technology, Inc.
-8.77%
-$65,938.05 
AMD Advanced Micro Devices, Inc.
-5.56%
-$80,703.03 
ETN Eaton Corporation plc
-4.95%
-$59,095.48 
IBKR Interactive Brokers Group Inc.
-4.88%
-$19,897.61 
BAI iShares A.I. Innovation and Tech Active ETF
-4.84%
-$83,432.8 
ORCL Oracle Corporation
-4.37%
-$18,793.19 
REMX VanEck Rare Earth and Strategic Metals ETF
-4.23%
-$7,892.64 
TXN Texas Instruments Inc
-3.67%
-$11,490.66 
AVGO Broadcom Inc.
-3.59%
-$174,772.78 
CSCO Cisco Systems, Inc.
-3.44%
-$32,674.81 
GEV GE Vernova Inc.
-3.13%
-$18,452.58 
PWRD TCW Transform Systems ETF
-3.08%
-$38,993.71 
CEG Constellation Energy Corporation
-3.03%
-$8,081.23 
UBS UBS Group AG
-2.95%
-$13,568.08 
ADI Analog Devices, Inc.
-2.92%
-$28,116.02 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.66%
-$11,132 
ETHE Grayscale Ethereum Trust ETF
-2.54%
-$4,215.05 
FETH Fidelity Ethereum Fund
-2.53%
-$6,644.5 
NVDA NVIDIA Corporation
-2.5%
-$94,709.16 
FNV Franco-Nevada Corporation
-2.47%
-$4,549.08 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$29,232 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.16%
-$6,563.54 
FTEC Fidelity MSCI Information Technology Index ETF
-2.13%
-$26,728.8 
VGT Vanguard Information Technology ETF
-2.1%
-$12,127.88 
IEMG iShares Core MSCI Emerging Markets ETF
-2.02%
-$36,574.37 
EMOP AB Emerging Markets Opportunities ETF
-2.01%
-$12,043.24 
META Meta Platforms Inc Class A
-1.87%
-$22,483.12 
IYW iShares U.S. Technology ETF
-1.87%
-$15,382.2 
SPOT Spotify Technology S.A.
-1.67%
-$5,430.36 
BNY BlackRock New York Municipal Income Trust
-1.66%
-$6,243.49 
IAU iShares Gold Trust
-1.64%
-$3,698.75 
FBCG Fidelity Blue Chip Growth Fund
-1.61%
-$36,775 
TSLA Tesla, Inc.
-1.57%
-$8,485.14 
IWF iShares Russell 1000 Growth ETF
-1.53%
-$13,388.76 
VONG Vanguard Russell 1000 Growth Fund
-1.5%
-$3,783.33 
BBBY Bed Bath & Beyond Inc.
-1.5%
-$2,160 
RTX RTX Corporation
-1.48%
-$6,295.92 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$12,646.92 
CPAI Counterpoint Quantitative Equity ETF
-1.29%
-$3,250 
VBK Vanguard Small-Cap Growth ETF
-1.28%
-$4,680 
BLCR iShares Large Cap Core ACT ETF
-1.27%
-$3,563.28 
LHX L3Harris Technologies, Inc.
-1.25%
-$2,133.07 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$2,963.52 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$7,345.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.18%
-$9,259.44 
PANW Palo Alto Networks, Inc.
-1.18%
-$9,959.63 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.15%
-$2,806.93 
IXUS iShares Core International Stock ETF
-1.14%
-$5,580.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.06%
-$5,409 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.06%
-$2,453.15 
EFG iShares MSCI EAFE Growth ETF
-1.05%
-$4,716.24 
IBIT iShares Bitcoin Trust
-1.02%
-$2,847.37 
GBTC Grayscale Bitcoin Trust ETF
-0.98%
-$2,942.28 
TEL TE Connectivity plc
-0.98%
-$4,223.34 
WRB W.R. Berkley Corporation
-0.98%
-$2,111.17 
ABFL Abacus FCF Leaders ETF
-0.97%
-$10,100.33 
OWL Blue Owl Capital Inc.
-0.88%
-$1,062.5 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.83%
-$2,766.21 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$21,862.58 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$11,235 
THRO iShares U.S. Thematic Rotation Active ETF
-0.74%
-$2,685.76 
EZU iShares MSCI Eurozone ETF
-0.67%
-$1,519.84 
FIDU Fidelity MSCI Industrials Index ETF
-0.64%
-$3,290.95 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$7,291.7 
PFF iShares Preferred and Income Securities ETF
-0.56%
-$3,618.11 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.53%
-$1,722.35 
EFV iShares MSCI EAFE Value ETF
-0.52%
-$6,790.01 
JPM JPMorgan Chase & Co.
-0.51%
-$10,281.87 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.47%
-$2,376 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.43%
-$2,701.47 
OEF iShares S&P 100 ETF
-0.4%
-$1,243.2 
BLK BlackRock, Inc.
-0.39%
-$2,347.65 
IVV iShares Core S&P 500 ETF
-0.38%
-$28,350.5 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$16,094.28 
VOO Vanguard S&P 500 ETF
-0.37%
-$1,054.13 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$1,814.87 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$1,234.48 
VXF Vanguard Extended Market ETF
-0.35%
-$2,855.15 
LMUB iShares Long-Term National Muni Bond ETF
-0.28%
-$1,241.1 
ABLD Aba Fcf Real Asset Laddered ETF
-0.26%
-$802.4 
PLTR Palantir Technologies Inc.
-0.25%
-$646.34 
TLH iShares 10-20 Year Treasury Bond ETF
-0.25%
-$1,215.5 
NEE NextEra Energy, Inc.
-0.24%
-$2,644.74 
FCOM Fidelity MSCI Communication Services Index ETF
-0.17%
-$529.12 
GOVT iShares U.S. Treasury Bond ETF
-0.16%
-$467.13 
MUB iShares National Muni Bond ETF
-0.15%
-$1,972.96 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$1,125.18 
FBND Fidelity Total Bond ETF
-0.12%
-$340.56 
SRE Sempra
-0.1%
-$426.93 
SCHV Schwab U.S. Large-Cap Value ETF
-0.09%
-$310.59 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$1,234.41 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$277.75 
BINC iShares Flexible Income Active ETF
-0.05%
-$1,167.25 
CGSM Capital Group Short Duration Municipal Income ETF
-0.04%
-$749.76 
IWM iShares Russell 2000 ETF
-0.04%
-$486.8 
XLU Utilities Select Sector SPDR Fund
-0.03%
-$141 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$66.62 
FALN iShares Fallen Angels USD Bond ETF
-0.02%
-$145.58 Events
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Dividends
Dividend Analysis
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| Trades 866 | Longs Won 549/866 63% | Profit Factor 5.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $105,000.65 |
| Average Win $58,366.19 | Best Trade (Jul 17) $1.14M | Sharpe Ratio -12.39 |
| Average Loss -$18,830.79 | Worst Trade (Jul 15) -$1.04M | Z-Score 6.34 (100%) |
| Commissions $0 | Avg. Trade Length 9m 5d | Expectancy $30,108.17 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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