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:
74.09%
Gain +1.01%
Monthly
1.06%
Yearly
13.51%
Drawdown
15.38%
$214.18M
Equity
Holdings
$214.18M
Investment
$155.66M
$72.06M
Profit +$1.47M
Realized
$13.55M
Unrealized
$58.52M
Dividends
$18.72M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$1.47M
Win %
76%
This Week
Compared To Last Week
Gain
0.78%
Profit
$1.65M
Win %
76%
This Month
Compared to last month
Gain
2.17%
Profit
$4.54M
Win %
76%
This Year
Compared to last year
Gain
4.92%
Profit
$10.06M
Win %
77%
EXE Expand Energy Corporation
+5.18%
+$185,872.05 
NEM Newmont Corporation
+3.52%
+$117,034 
T AT&T Inc.
+3.5%
+$27,624.48 
B BARRICK MINING CORP Common Stock (ABR0)
+3.13%
+$85,762.2 
CBOE Cboe Global Markets Inc.
+2.7%
+$12,972.22 
SLB Schlumberger Limited
+2.32%
+$93,393 
SO The Southern Company
+2.08%
+$65,085.15 
JNJ Johnson & Johnson
+2%
+$98,301.64 
SJM The J.M. Smucker Company
+1.99%
+$59,915 
FDX FedEx Corporation
+1.85%
+$8,919.9 
LYB LyondellBasell Industries N.V.
+1.85%
+$38,962.4 
XOM Exxon Mobil Corporation
+1.81%
+$28,575.36 
EXC Exelon Corporation
+1.76%
+$4,009.5 
AWK American Water Works Company, Inc.
+1.75%
+$3,516.7 
UL Unilever PLC Sponsored American Depositary Receipt
+1.71%
+$54,289.04 
NEE NextEra Energy, Inc.
+1.68%
+$4,842.56 
ADM Archer-Daniels-Midland Co
+1.3%
+$71,742.72 
NUE Nucor Corporation
+1.16%
+$65,639.7 
SYY Sysco Corporation
+1.11%
+$2,690.1 
ADI Analog Devices, Inc.
+1.02%
+$4,049.36 
HSY The Hershey Company
+1%
+$4,625.7 
ABT Abbott Laboratories
+0.9%
+$5,187.6 
JPM JPMorgan Chase & Co.
+0.86%
+$9,768.41 
EPD Enterprise Products Partners L.P.
+0.86%
+$2,004.75 
PNC The PNC Financial Services Group, Inc.
+0.85%
+$32,972.4 
MTB M&T Bank Corporation
+0.83%
+$2,484 
KT KT Corporation
+0.78%
+$22,082.9 
KMB Kimberly-Clark Corporation
+0.77%
+$35,591.93 
SHEL Shell plc
+0.65%
+$19,395.96 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.56%
+$1,586.64 
JCI Johnson Controls International plc
+0.55%
+$2,297.85 
NDSN Nordson Corporation
+0.52%
+$1,559.51 
KMI Kinder Morgan, Inc.
+0.34%
+$12,565.63 
DRI Darden Restaurants, Inc.
+0.28%
+$572.55 
KO The Coca-Cola Company
+0.28%
+$1,628.63 
ORRF Orrstown Financial Services Inc.
+0.27%
+$703.34 
CSCO Cisco Systems, Inc.
+0.03%
+$1,596.24 
PG Procter & Gamble Co
+0.01%
+$43.38 
MRK Merck & Co., Inc.
+0.01%
+$408.6 
AEP American Electric Power Company, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BG Bunge Global S.A.
0%
$0 
BRC Brady Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CACI Caci International Inc.
0%
-$0.01 
CB Chubb Limited
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CMCSA Comcast Corp
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.24 
DELL Dell Technologies Inc.
0%
+$0.02 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.01 
DOV Dover Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
HESM Hess Midstream LP
0%
$0 
HON Honeywell International Inc.
0%
$0 
HUBB Hubbell Inc.
0%
+$0.01 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
-$0.05 
KR Kroger Co.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MDXG MiMedx Group, Inc.
0%
$0 
MQ Marqeta, Inc. Class A
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSOS AdvisorShares Pure US Cannabis ETF
0%
$0 
OC Owens Corning
0%
+$0.08 
OKE ONEOK, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PHYS Sprott Physical Gold Trust
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SOBO South Bow Corporation
0%
$0 
STT State Street Corp
0%
$0 
SXI Standex International Corporation
0%
+$0.02 
SYK Stryker Corporation
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TRP TC Energy Corporation
0%
$0 
TSN Tyson Foods Inc.
0%
+$0.06 
UNM Unum Group
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
PLTR Palantir Technologies Inc.
-6.1%
-$40,854.5 
RLMD Relmada Therapeutics Inc.
-5.66%
-$14,238.6 
ABNB Airbnb, Inc.
-2.81%
-$105,113.96 
CI The Cigna Group
-1.94%
-$57,499.7 
GOOGL Alphabet Inc
-1.46%
-$11,951.7 
ABBV AbbVie Inc.
-1.09%
-$58,531.41 
AMZN Amazon.com Inc
-1.09%
-$9,660.6 
AXP American Express Company
-0.58%
-$1,613.36 
AAPL Apple Inc.
-0.56%
-$27,287.5 
STE STERIS plc
-0.56%
-$1,777.08 
NVS Novartis AG Sponsored ADR
-0.51%
-$19,294.17 
PSX Phillips 66
-0.41%
-$1,634 
VGT Vanguard Information Technology ETF
-0.34%
-$2,099.77 
AME Ametek Inc.
-0.28%
-$1,252.88 
TM Toyota Motor Corporation
-0.22%
-$6,935.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$809.11 
NSC Norfolk Southern Corporation
-0.11%
-$582.1 
CAT Caterpillar Inc.
-0.07%
-$920 
AFL Aflac Inc.
-0.01%
-$25.11 Events
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Dividends
Dividend Analysis
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| Trades 1460 | Longs Won 930/1460 63% | Profit Factor 5.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $215,901.82 |
| Average Win $95,714.59 | Best Trade (Jul 23) $2.44M | Sharpe Ratio -10.64 |
| Average Loss -$31,984.68 | Worst Trade (Jul 24) -$843,159.95 | Z-Score 10.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4d | Expectancy $49,358.01 |
| 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 | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Joseph J. Costigan?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $3.42M, Unum Group - $3.2M, Kinder Morgan, Inc - $2.15M, Palantir Technologies Inc - $1.83M, and Phillips 66 - $1.8M. 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: ChargePoint Holdings, Inc - $605,378.75, Stellantis N.V - $384,868.77, Quest Diagnostics Inc - $366,557.4, Intel Corporation - $329,057.61, and Relmada Therapeutics Inc - $316,515.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph J. Costigan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.72M earned over time. The largest contributors to dividend income include Kinder Morgan, Inc - $840,298.52, Chevron Corporation - $737,102.46, TC Energy Corporation - $675,363.22, LyondellBasell Industries N.V - $647,344.31, and Pfizer Inc - $589,862.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph J. Costigan's monthly returns?
Joseph J. Costigan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Joseph J. Costigan's strategy be considered aggressive or moderate?
Joseph J. Costigan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Joseph J. Costigan's strategy?
Joseph J. Costigan'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.
