JJC
Joseph J. Costigan Portfolio
Invests via apricus wealth LLC | Managed by Joseph J. Costigan, CFA, Jim Gibson, Ernest E. Cecilia, CFA, Ruston J. Wolfe, CFA, CFP
Invests via apricus wealth LLC
Managed by Joseph J. Costigan, CFA, Jim Gibson, Ernest E. Cecilia, CFA, Ruston J. Wolfe, CFA, CFP
Automatically Tracked
Joseph J. Costigan Profile
Joseph J. Costigan has a distinguished career in investment management, marked by his extensive experience in various leadership roles across financial services. His strategic insight and operational acumen have been pivotal in guiding institutional investments toward sustainable growth opportunities. With a robust background that includes managing multi-asset portfolios, he plays an essential role in optimizing capital allocations while navigating complex market landscapes. In addition to his professional pursuits, Costigan is recognized for fostering collaboration among industry leaders and enhancing client relationships through innovative approaches.
Joseph J. Costigan has a distinguished career in investment management, marked by his extensive experience in various leadership roles across financial services. His strategic insight and operational acumen have been pivotal in guiding institutional investments toward sustainable growth opportunities. With a robust background that includes managing multi-asset portfolios, he plays an essential role in optimizing capital allocations while navigating complex market landscapes. In addition to his professional pursuits, Costigan is recognized for fostering collaboration among industry leaders and enhancing client relationships through innovative approaches.
Investment Philosophy & Strategy
A deep understanding of market dynamics shapes Joseph J. Costigan's investment philosophy, where he seeks to capitalize on sustainable growth avenues within diverse asset classes. Leveraging his extensive experience in leadership positions, strategic foresight informs decision-making that prioritizes innovative and collaborative strategies. By focusing on operational excellence and fostering partnerships across the industry, he aims to drive performance while adapting to evolving economic conditions. The emphasis is not only on optimizing capital allocations but also on establishing long-lasting relationships that underpin success in complex financial landscapes.
A deep understanding of market dynamics shapes Joseph J. Costigan's investment philosophy, where he seeks to capitalize on sustainable growth avenues within diverse asset classes. Leveraging his extensive experience in leadership positions, strategic foresight informs decision-making that prioritizes innovative and collaborative strategies. By focusing on operational excellence and fostering partnerships across the industry, he aims to drive performance while adapting to evolving economic conditions. The emphasis is not only on optimizing capital allocations but also on establishing long-lasting relationships that underpin success in 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:
45.54%
Gain +0.68%
Monthly
0.61%
Yearly
7.55%
Drawdown
11.52%
$207.82M
Equity
Holdings
$207.82M
Investment
$153.36M
$68.47M
Profit +$1.72M
Realized
$14M
Unrealized
$54.46M
Dividends
$18.79M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.68%
Profit
$1.72M
Win %
75%
This Week
Compared To Last Week
Gain
0.74%
Profit
$1.54M
Win %
75%
This Month
Compared to last month
Gain
0.57%
Profit
$1.18M
Win %
75%
This Year
Compared to last year
Gain
8.35%
Profit
$16.03M
Win %
76%
HON Honeywell International Inc.
+6.22%
+$49,318.4 
FDX FedEx Corporation
+5.83%
+$28,458 
DELL Dell Technologies Inc.
+5.79%
+$38,859.15 
OC Owens Corning
+5.53%
+$127,904.68 
AMGN Amgen Inc.
+5.31%
+$223,300.1 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.3%
+$15,184.8 
GLW Corning Incorporated
+5.25%
+$54,304.5 
B BARRICK MINING CORP Common Stock (ABR0)
+5.22%
+$145,946.2 
NEM Newmont Corporation
+5.18%
+$172,679 
UPS United Parcel Service, Inc.
+5.11%
+$15,560.16 
ADI Analog Devices, Inc.
+4.95%
+$20,091.84 
CAT Caterpillar Inc.
+4.61%
+$54,993.34 
SXI Standex International Corporation
+4.48%
+$22,915.2 
IEMG iShares Core MSCI Emerging Markets ETF
+4.44%
+$18,409.75 
NUE Nucor Corporation
+3.95%
+$240,435.79 
NVS Novartis AG Sponsored ADR
+3.88%
+$140,432.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$27,808.32 
BRC Brady Corporation
+3.48%
+$6,723.51 
DRI Darden Restaurants, Inc.
+3.47%
+$7,349.46 
C Citigroup Inc.
+3.4%
+$186,094.6 
VEU Vanguard FTSE All-World ex-US ETF
+3.32%
+$7,236.07 
VGT Vanguard Information Technology ETF
+3.29%
+$19,866.96 
EFA iShares MSCI EAFE ETF
+3.15%
+$6,996.52 
PHYS Sprott Physical Gold Trust
+3.07%
+$13,702.5 
HSY The Hershey Company
+2.68%
+$12,897.54 
NDSN Nordson Corporation
+2.63%
+$7,530.84 
PFE Pfizer Inc.
+2.42%
+$77,042.44 
CSCO Cisco Systems, Inc.
+2.34%
+$147,918.24 
DOV Dover Corporation
+2.34%
+$5,000.01 
VYMI Vanguard International High Dividend Yield Index Fund
+2.32%
+$6,142.5 
RLMD Relmada Therapeutics Inc.
+2.27%
+$6,881.99 
KT KT Corporation
+2.23%
+$64,671.35 
LOW Lowe's Companies Inc.
+2.22%
+$4,900.17 
MDXG MiMedx Group, Inc.
+2.06%
+$33,895.87 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.95%
+$14,216.92 
AME Ametek Inc.
+1.87%
+$7,760.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$9,248.84 
CEG Constellation Energy Corporation
+1.81%
+$18,711.87 
QUAL iShares MSCI USA Quality Factor ETF
+1.74%
+$4,627.26 
AXP American Express Company
+1.7%
+$4,194.71 
VTV Vanguard Value ETF
+1.7%
+$14,063.68 
TM Toyota Motor Corporation
+1.67%
+$49,762.93 
MTB M&T Bank Corporation
+1.66%
+$4,470 
MRK Merck & Co., Inc.
+1.62%
+$79,064.26 
SYY Sysco Corporation
+1.39%
+$3,258.01 
AMZN Amazon.com Inc
+1.37%
+$11,628.5 
JPM JPMorgan Chase & Co.
+1.35%
+$13,636.45 
STT State Street Corp
+1.33%
+$84,596.4 
ABNB Airbnb, Inc.
+1.26%
+$42,304.76 
PRU Prudential Financial, Inc.
+1.24%
+$5,153.2 
CACI Caci International Inc.
+1.21%
+$4,100.84 
AAPL Apple Inc.
+1.16%
+$50,002.65 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1%
+$2,707.5 
BAC Bank of America Corporation
+0.95%
+$40,921.4 
TRP TC Energy Corporation
+0.94%
+$37,381.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.91%
+$3,176.86 
SLB Schlumberger Limited
+0.91%
+$43,669.87 
UNM Unum Group
+0.86%
+$29,963.7 
CTA-PA EIDP, Inc.
+0.81%
+$1,237.11 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$24,303.6 
GOOG Alphabet Inc
+0.64%
+$15,433.15 
ABT Abbott Laboratories
+0.62%
+$3,170.2 
PLTR Palantir Technologies Inc.
+0.58%
+$3,837.95 
NSC Norfolk Southern Corporation
+0.54%
+$2,716.58 
ORRF Orrstown Financial Services Inc.
+0.47%
+$1,182.89 
VZ Verizon Communications Inc.
+0.36%
+$8,290.05 
HUBB Hubbell Inc.
+0.35%
+$1,245 
GOOGL Alphabet Inc
+0.33%
+$2,739.92 
ABBV AbbVie Inc.
+0.28%
+$13,378.56 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.27%
+$575.91 
KMB Kimberly-Clark Corporation
+0.17%
+$7,504.35 
ENB Enbridge Inc.
+0.16%
+$2,603.7 
JNJ Johnson & Johnson
+0.15%
+$7,245.14 
SOBO South Bow Corporation
+0.13%
+$759 
CMCSA Comcast Corp
+0.06%
+$1,141.87 
STE STERIS plc
+0.05%
+$165.64 
AEP American Electric Power Company, Inc.
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
JCI
0%
$0 
LYB LyondellBasell Industries N.V.
-2.9%
-$65,167.2 
ADM Archer-Daniels-Midland Co
-2.76%
-$143,485.44 
XOM Exxon Mobil Corporation
-2.7%
-$42,341.74 
EOG EOG Resources, Inc.
-2.68%
-$7,756.88 
BG Bunge Global S.A.
-2.21%
-$142,563.64 
CVX Chevron Corporation
-2%
-$130,925.55 
CBOE Cboe Global Markets Inc.
-1.98%
-$10,430.35 
PSX Phillips 66
-1.91%
-$6,583.5 
MSFT Microsoft Corp.
-1.72%
-$34,744.16 
AWK American Water Works Company, Inc.
-1.59%
-$3,073.29 
EXE Expand Energy Corporation
-1.56%
-$55,883.1 
MQ Marqeta, Inc. Class A
-1.44%
-$825 
OKE ONEOK, Inc.
-1.35%
-$58,346.5 
MSOS AdvisorShares Pure US Cannabis ETF
-1.31%
-$700 
KMI Kinder Morgan, Inc.
-1.3%
-$47,406.69 
EPD Enterprise Products Partners L.P.
-1.29%
-$2,976.75 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$5,409.01 
WTRG Essential Utilities Inc.
-1.13%
-$11,161.35 
KO The Coca-Cola Company
-0.97%
-$5,735.61 
TSN Tyson Foods Inc.
-0.84%
-$29,652.3 
CB Chubb Limited
-0.78%
-$28,299.91 
SYK Stryker Corporation
-0.75%
-$5,220 
SO The Southern Company
-0.66%
-$20,693.64 
DUK Duke Energy Corporation
-0.62%
-$17,121.74 
WEC WEC Energy Group Inc.
-0.58%
-$18,630.03 
AFL Aflac Inc.
-0.54%
-$1,581.93 
KR Kroger Co.
-0.54%
-$18,854.25 
HESM Hess Midstream LP
-0.41%
-$3,440 
PG Procter & Gamble Co
-0.35%
-$1,128.41 
SHEL Shell plc
-0.35%
-$10,208.5 
CI The Cigna Group
-0.33%
-$10,042.08 
MA Mastercard Incorporated
-0.32%
-$1,407.77 
SJM The J.M. Smucker Company
-0.32%
-$9,638.5 
UL Unilever PLC Sponsored American Depositary Receipt
-0.31%
-$9,396.18 
T AT&T Inc.
-0.3%
-$2,479.12 
PEP PepsiCo, Inc.
-0.25%
-$1,847.93 
NEE NextEra Energy, Inc.
-0.19%
-$523.52 
EXC Exelon Corporation
-0.17%
-$396 
TJX The TJX Companies, Inc.
-0.05%
-$162.24 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$93.24 Events
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Dividends
Dividend Analysis
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| Trades 1460 | Longs Won 914/1460 62% | Profit Factor 5.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $212,799.73 |
| Average Win $93,553.82 | Best Trade (Jun 11) $2.62M | Sharpe Ratio -10.2 |
| Average Loss -$31,208.74 | Worst Trade (Jun 11) -$1.08M | Z-Score 9.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 1d | Expectancy $46,896.04 |
| 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 | 6,667 | 6,000 | 5,333 | 4,667 | 4,000 | 3,333 | 2,667 | 2,000 | 1,333 | 667 |
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Returns
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