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
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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:
96.36%
Gain -0.08%
Monthly
1.07%
Yearly
13.65%
Drawdown
15.43%
$219.24M
Equity
Holdings
$219.24M
Investment
$160.59M
$77.77M
Profit -$140,312.07
Realized
$19.12M
Unrealized
$58.65M
Dividends
$19.93M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$140,312.07
Win %
81%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$140,312.07
Win %
81%
This Month
Compared to last month
Gain
4.23%
Profit
$8.9M
Win %
81%
This Year
Compared to last year
Gain
4.91%
Profit
$10.29M
Win %
81%
CACI CACI International, Inc.
+4.96%
+$20,543.39 
ADI Analog Devices, Inc.
+4.54%
+$18,356.4 
GLW Corning Incorporated
+3.64%
+$22,014 
CSCO Cisco Systems, Inc.
+3.41%
+$118,929.69 
DELL Dell Technologies Inc. Class C Common Stock
+3.12%
+$21,232.5 
HUBB Hubbell Inc.
+3%
+$10,087.49 
HONA Honeywell Aerospace Inc.
+2.9%
+$9,152.75 
KLAC KLA Corporation
+2.79%
+$4,872 
AVGO Broadcom Inc.
+2.73%
+$5,054.26 
JCI Johnson Controls International plc
+2.72%
+$11,518.83 
GS The Goldman Sachs Group, Inc.
+2.24%
+$4,416.75 
HESM Hess Midstream LP Class A
+1.99%
+$13,115 
PSX Phillips 66
+1.82%
+$8,248 
DOV Dover Corporation
+1.68%
+$3,350 
VGT Vanguard Information Technology ETF
+1.63%
+$8,730 
LYB LyondellBasell Industries N.V.
+1.59%
+$36,597.95 
NDSN Nordson Corporation
+1.52%
+$4,714.12 
NVS Novartis AG Sponsored ADR
+1.5%
+$56,382.26 
STT State Street Corporation Common Stock
+1.33%
+$51,386.37 
ORRF Orrstown Financial Services, Inc.
+1.31%
+$3,708.52 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.3%
+$12,968.4 
MSFT Microsoft Corporation Common Stock
+1.3%
+$34,740.31 
NSC Norfolk Southern Corp.
+1.26%
+$6,742.91 
FDX FedEx Corp.
+1.24%
+$5,490.8 
AME AMETEK, Inc.
+1.23%
+$5,516.5 
TMO Thermo Fisher Scientific Inc.
+1.12%
+$6,821.99 
SYY Sysco Corp.
+1.09%
+$2,645.26 
JPM JPMorgan Chase & Co.
+1.03%
+$11,368.97 
BRK-B Berkshire Hathaway Inc.
+1.02%
+$12,937.05 
SOBO South Bow Corporation
+0.87%
+$4,758.5 
BRC Brady Corporation Class A Nonvoting Common Stock
+0.86%
+$1,617 
JNJ Johnson & Johnson
+0.85%
+$44,257.93 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$28,077.9 
PRU Prudential Financial, Inc.
+0.8%
+$3,251.37 
CAT Caterpillar Inc.
+0.77%
+$7,540.2 
IVV iShares Core S&P 500 ETF
+0.71%
+$3,166.8 
VTI Vanguard Total Stock Market ETF
+0.69%
+$4,309.89 
AMGN Amgen Inc. Common Stock
+0.67%
+$37,181.67 
CB Chubb Limited
+0.67%
+$26,856.03 
C Citigroup Inc.
+0.66%
+$20,737.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.63%
+$4,628.17 
NEM Newmont Corporation
+0.61%
+$25,245.6 
ABT Abbott Laboratories
+0.6%
+$3,727.5 
TM Toyota Motor Corporation Sponsored ADR
+0.59%
+$21,556.26 
OKE ONEOK, Inc.
+0.55%
+$25,546.5 
XOM ExxonMobil Holdings Corporation
+0.53%
+$10,116.03 
AXP American Express Company
+0.51%
+$1,251.33 
VTV Vanguard Morningstar Value ETF
+0.49%
+$4,342.31 
AFL Aflac Incorporated
+0.48%
+$1,441.88 
DVN Devon Energy Corporation
+0.43%
+$18,892.06 
SXI Standex International Corp.
+0.42%
+$1,743.67 
VEA Vanguard FTSE Developed Markets ETF
+0.41%
+$2,185.36 
MTB M&T Bank Corporation
+0.39%
+$1,038 
EOG EOG Resources, Inc.
+0.39%
+$1,310.01 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$906.76 
UNM Unum Group
+0.37%
+$12,786.95 
DRI Darden Restaurants, Inc.
+0.36%
+$762.31 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.36%
+$997.5 
EFA iShares MSCI EAFE ETF
+0.36%
+$796.79 
IEFA iShares Core MSCI EAFE ETF
+0.35%
+$807.16 
AMZN Amazon.com Inc
+0.31%
+$2,823.59 
DIVI Franklin International Core Equity Fund
+0.31%
+$1,242.28 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.3%
+$758.27 
QUAL iShares MSCI USA Quality Factor ETF
+0.3%
+$840.17 
PHYS Sprott Physical Gold Trust
+0.3%
+$1,413 
EXE Expand Energy Corp
+0.28%
+$11,098.2 
GLD SPDR Gold Shares
+0.22%
+$616.81 
BAC Bank of America Corporation
+0.21%
+$8,256.67 
WEC WEC Energy Group Inc.
+0.2%
+$6,093.01 
EXC Exelon Corp.
+0.16%
+$346.5 
NEE NextEra Energy Inc.
+0.16%
+$425.37 
ABBV AbbVie Inc.
+0.13%
+$9,837.49 
EPD Enterprise Products Partners L.P.
+0.09%
+$212.61 
TRP TC Energy Corporation
+0.08%
+$1,626.4 
OC Owens Corning
+0.02%
+$781.34 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MQ Marqeta Inc. Class A Common Stock
-3.71%
-$2,625 
CTVA Corteva Inc.
-3.61%
-$1,227.15 
MRK Merck & Co., Inc.
-3.44%
-$206,226.72 
VZ Verizon Communications Inc.
-3.34%
-$76,088.34 
CMCSA Comcast Corp. Class A Common Stock
-2.8%
-$45,126.28 
CBOE Cboe Global Markets Inc.
-1.82%
-$10,496.62 
KT KT Corp. Sponsored ADR
-1.76%
-$47,519 
NUE Nucor Corporation
-1.65%
-$50,165.64 
RLMD Relmada Therapeutics Inc.
-1.53%
-$2,373.1 
MA Mastercard Inc. Class A Common Stock
-1.51%
-$8,393.2 
MDXG MiMedx Group, Inc.
-1.41%
-$24,856.97 
HSY The Hershey Company Common Stock
-1.31%
-$6,065.04 
STE STERIS plc
-1.19%
-$4,149.01 
AAPL Apple Inc.
-1.12%
-$57,599.25 
GOOG Alphabet Inc
-1.12%
-$23,652.64 
SJM The J. M. Smucker Company
-1.06%
-$40,613.4 
GOOGL Alphabet Inc
-1.02%
-$8,106.31 
KMI Kinder Morgan Inc.
-1%
-$40,138.33 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.98%
-$36,561.45 
PFE Pfizer Inc.
-0.98%
-$3,290.44 
ADM Archer-Daniels-Midland Company
-0.98%
-$47,940.74 
UL Unilever PLC Sponsored ADR
-0.97%
-$36,097.43 
TJX The TJX Companies, Inc.
-0.92%
-$2,707.38 
PG The Procter & Gamble Company
-0.92%
-$3,581.61 
MDT Medtronic plc
-0.78%
-$25,171.1 
ABNB Airbnb Inc. Class A Common Stock
-0.75%
-$33,350.75 
UPS United Parcel Service, Inc. Class B Common Stock
-0.7%
-$1,985.86 
AWK American Water Works Company, Inc.
-0.65%
-$1,421.97 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.61%
-$1,485.58 
BG Bunge Global SA
-0.56%
-$28,047.06 
WTRG Essential Utilities Inc.
-0.51%
-$5,777.64 
CVX Chevron Corporation
-0.5%
-$41,015.87 
KMB Kimberly-Clark Corporation
-0.46%
-$24,455.52 
CI The Cigna Group
-0.45%
-$21,746.71 
TSN Tyson Foods, Inc. Class A Common Stock
-0.45%
-$16,399.05 
SYK Stryker Corp.
-0.45%
-$3,104.98 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.4%
-$1,139.6 
IEMG iShares Core MSCI Emerging Markets ETF
-0.39%
-$1,703.62 
SLB SLB N.V.
-0.38%
-$17,348.09 
PEP PepsiCo, Inc.
-0.36%
-$2,491.16 
LOW Lowe's Companies, Inc.
-0.36%
-$731.43 
AEP American Electric Power Company, Inc.
-0.34%
-$1,177.88 
SO The Southern Company
-0.27%
-$8,436.75 
T AT&T Inc.
-0.24%
-$1,833.3 
KO The Coca-Cola Company
-0.24%
-$1,570.58 
CEG Constellation Energy Corporation
-0.23%
-$2,502.05 
DUK Duke Energy Corporation
-0.2%
-$5,596.5 
B BARRICK MINING CORP Common Stock (ABR0)
-0.18%
-$6,791.75 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$673.86 
VYMI Vanguard International High Dividend Yield ETF
-0.09%
-$261.45 
KR The Kroger Co.
-0.01%
-$764.55 
IBM International Business Machines Corporation
-0.01%
-$21.45 Events
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Dividends
Dividend Analysis
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| Trades 1552 | Longs Won 1039/1552 66% | Profit Factor 5.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $217,364.42 |
| Average Win $93,038.31 | Best Trade (Oct 26) $2.74M | Sharpe Ratio -10.63 |
| Average Loss -$36,844.51 | Worst Trade (Oct 26) -$964,557.32 | Z-Score 14.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4w | Expectancy $50,106.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,952 | 5,357 | 4,762 | 4,167 | 3,571 | 2,976 | 2,381 | 1,786 | 1,190 | 595 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,769 | $2.43M | $5.08M | - | $2.65M | 109.31% | -1.122% |
| ABBV AbbVie Inc. | 26,234 | $4.31M | $7.5M | - | $3.2M | 74.21% | +0.131% |
| ABNB Airbnb Inc. Class A Common Stock | 25,954 | $2.22M | $4.43M | - | $2.21M | 99.28% | -0.747% |
| ABT Abbott Laboratories | 5,964 | $676,744.64 | $622,194.3 | - | -$54,550.34 | -8.06% | +0.603% |
| ADI Analog Devices, Inc. | 1,033 | $220,061.31 | $422,331.72 | - | $202,270.41 | 91.92% | +4.544% |
| ADM Archer-Daniels-Midland Company | 61,071 | $3.59M | $4.85M | - | $1.25M | 34.81% | -0.98% |
| AEP American Electric Power Company, Inc. | 2,677 | $230,171.79 | $346,002.25 | - | $115,830.46 | 50.32% | -0.339% |
| AFL Aflac Incorporated | 2,486 | $190,662.18 | $301,029.74 | - | $110,367.56 | 57.89% | +0.481% |
| AME AMETEK, Inc. | 1,870 | $308,617.3 | $454,372.6 | - | $145,755.3 | 47.23% | +1.229% |
| AMGN Amgen Inc. Common Stock | 12,604 | $2.98M | $5.57M | - | $2.59M | 86.83% | +0.672% |
| AMZN Amazon.com Inc | 3,667 | $649,703.02 | $912,239.59 | - | $262,536.57 | 40.41% | +0.31% |
| AVGO Broadcom Inc. | 575 | $217,206.25 | $190,020.25 | - | -$27,186 | -12.52% | +2.733% |
| AWK American Water Works Company, Inc. | 1,529 | $208,081.61 | $216,842.78 | - | $8,761.17 | 4.21% | -0.651% |
| AXP American Express Company | 787 | $213,434.4 | $247,755.47 | - | $34,321.07 | 16.08% | +0.508% |
| B BARRICK MINING CORP Common Stock (ABR0) | 97,025 | $2.37M | $3.69M | - | $1.33M | 56.06% | -0.184% |
| BAC Bank of America Corporation | 78,635 | $2.92M | $3.98M | - | $1.06M | 36.27% | +0.208% |
| BG Bunge Global SA | 48,357 | $4.06M | $4.96M | - | $907,974.98 | 22.39% | -0.562% |
| BRC Brady Corporation Class A Nonvoting Common Stock | 2,310 | $164,811.59 | $190,089.9 | - | $25,278.31 | 15.34% | +0.858% |
| BRK-B Berkshire Hathaway Inc. | 2,331 | $873,568.94 | $1.28M | - | $403,213 | 46.16% | +1.024% |
| C Citigroup Inc. | 26,250 | $1.7M | $3.19M | - | $1.49M | 87.71% | +0.655% |
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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 - $3.43M, Unum Group - $3.23M, Kinder Morgan Inc - $2.19M, State Street Corporation Common Stock - $2.13M, and Coterra Energy Inc - $2.05M. 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: Pfizer Inc - $1.3M, ChargePoint Holdings, Inc. Common Stock - $605,378.75, Stellantis N.V - $384,868.77, Quest Diagnostics Incorporated - $366,557.4, and Intel Corporation - $329,057.61. 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 $19.93M earned over time. The largest contributors to dividend income include Kinder Morgan Inc - $874,910.56, Chevron Corporation - $799,502.14, TC Energy Corporation - $693,674.08, LyondellBasell Industries N.V - $671,280.41, and Verizon Communications Inc - $622,934.53. 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.
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