Ellwood Derricks Portfolio
Invests via Partnership Wealth Management, LLC | Managed by Ellwood Derricks
Invests via Partnership Wealth Management, LLC
Managed by Ellwood Derricks
Automatically Tracked
Ellwood Derricks Profile
Seasoned investor and operator with a background in scaling technology-enabled businesses and evaluating growth-stage opportunities across software and industrial services. Ellwood Derricks brings experience advising boards, structuring venture and private-capital financings, and driving go-to-market and operational improvements. Market-relevant strengths include strategic M&A support, capital raising, and portfolio company governance. Typically positioned as a hands-on seed-to-growth investor, valued for cross-functional leadership and deal execution capability.
Seasoned investor and operator with a background in scaling technology-enabled businesses and evaluating growth-stage opportunities across software and industrial services. Ellwood Derricks brings experience advising boards, structuring venture and private-capital financings, and driving go-to-market and operational improvements. Market-relevant strengths include strategic M&A support, capital raising, and portfolio company governance. Typically positioned as a hands-on seed-to-growth investor, valued for cross-functional leadership and deal execution capability.
Investment Philosophy & Strategy
Hands-on seed-to-growth investor focused on software and industrial services, deploying flexible capital to scale technology-enabled businesses. Emphasizes operational due diligence, repeatable go-to-market playbooks, and hands-on governance to accelerate revenue and margin expansion. Capital allocation favors founder-led companies with clear unit economics, staged financing tied to operational milestones, and pragmatic use of debt or equity to optimize runway. Time horizon is growth-to-exit, with active portfolio support, strategic M&A positioning, and disciplined risk controls around cash burn, customer concentration, and execution cadence.
Hands-on seed-to-growth investor focused on software and industrial services, deploying flexible capital to scale technology-enabled businesses. Emphasizes operational due diligence, repeatable go-to-market playbooks, and hands-on governance to accelerate revenue and margin expansion. Capital allocation favors founder-led companies with clear unit economics, staged financing tied to operational milestones, and pragmatic use of debt or equity to optimize runway. Time horizon is growth-to-exit, with active portfolio support, strategic M&A positioning, and disciplined risk controls around cash burn, customer concentration, and execution cadence.
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:
25.15%
Gain +0.01%
Monthly
0.69%
Yearly
8.58%
Drawdown
14.94%
$147.16M
Equity
Holdings
$147.16M
Investment
$111.86M
$31.05M
Profit +$16,579.47
Realized
-$4.26M
Unrealized
$35.31M
Dividends
$6.23M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$16,579.47
Win %
81%
This Week
Compared To Last Week
Gain
0.58%
Profit
$852,876.81
Win %
81%
This Month
Compared to last month
Gain
-1.73%
Profit
-$2.58M
Win %
81%
This Year
Compared to last year
Gain
-0.71%
Profit
-$1.04M
Win %
83%
FOSL Fossil Group Inc.
+9.39%
+$8,855 
ALB Albemarle Corporation
+3.41%
+$15,400 
MAS Masco Corporation
+3.31%
+$11,200 
APD Air Products and Chemicals, Inc.
+3.03%
+$16,920 
LOW Lowe's Companies Inc.
+2.7%
+$5,160 
PPG PPG Industries Inc.
+2.7%
+$28,300 
MMM 3M Company
+2.61%
+$8,620 
KO The Coca-Cola Company
+1.73%
+$6,020 
ALLE Allegion plc
+1.71%
+$4,664.59 
INTC Intel Corporation
+1.71%
+$16,640 
EMR Emerson Electric Co.
+1.66%
+$20,646.36 
NSC Norfolk Southern Corporation
+1.61%
+$39,933.95 
PM Philip Morris International Inc.
+1.47%
+$3,921.5 
PG Procter & Gamble Co
+1.46%
+$12,946.14 
PEP PepsiCo, Inc.
+1.24%
+$19,153.6 
KMB Kimberly-Clark Corporation
+1.2%
+$2,937.5 
MKC McCormick & Company, Incorporated
+1.08%
+$4,240 
MCD McDonald's Corporation
+1%
+$7,824.4 
TT Trane Technologies plc
+0.99%
+$22,522.5 
MRK Merck & Co., Inc.
+0.95%
+$2,830 
CL Colgate-Palmolive Company
+0.92%
+$13,630.66 
QQQ Invesco QQQ Trust, Series 1
+0.8%
+$1,666 
ABT Abbott Laboratories
+0.73%
+$11,195.25 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.68%
+$22,455.28 
PFE Pfizer Inc.
+0.67%
+$5,478.59 
FHLC Fidelity MSCI Health Care Index ETF
+0.65%
+$2,838.15 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.55%
+$61,065.76 
CEG Constellation Energy Corporation
+0.52%
+$6,060.15 
LLY Eli Lilly and Company
+0.49%
+$120,835.02 
VB Vanguard Small-Cap ETF
+0.44%
+$1,248 
GLW Corning Incorporated
+0.42%
+$4,355 
IWF iShares Russell 1000 Growth ETF
+0.35%
+$11,284.68 
SYY Sysco Corporation
+0.34%
+$1,350 
IJR iShares Core S&P Small-Cap ETF
+0.33%
+$32,599.74 
IJH iShares Core S&P Mid-Cap ETF
+0.33%
+$39,319.44 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$4,629.24 
ABBV AbbVie Inc.
+0.3%
+$1,855.71 
AAPL Apple Inc.
+0.23%
+$3,567.41 
GIS General Mills, Inc.
+0.21%
+$450 
RSP Invesco S&P 500 Equal Weight ETF
+0.05%
+$11,884.1 
FDX FedEx Corporation
+0.03%
+$188.98 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.01%
+$27.11 
IR Ingersoll Rand Inc.
0%
$0 
CSCO Cisco Systems, Inc.
-4.51%
-$48,791 
MOH Molina Healthcare Inc.
-3.33%
-$61,142.02 
AXP American Express Company
-2.67%
-$8,458.75 
VZ Verizon Communications Inc.
-2.59%
-$9,190.87 
FANG Diamondback Energy Inc
-2.52%
-$50,394.64 
RTX RTX Corporation
-1.73%
-$9,159.36 
T AT&T Inc.
-1.3%
-$8,203.14 
GOOGL Alphabet Inc
-1.07%
-$3,509.01 
MDT Medtronic plc
-1.06%
-$15,709.15 
UGI UGI Corporation
-0.94%
-$2,362.5 
MSFT Microsoft Corp.
-0.7%
-$21,374.09 
WEC WEC Energy Group Inc.
-0.63%
-$3,185 
COR Cencora, Inc.
-0.61%
-$6,948 
CVX Chevron Corporation
-0.6%
-$7,134 
BMY Bristol-Myers Squibb Company
-0.59%
-$11,601.72 
NEE NextEra Energy, Inc.
-0.47%
-$2,960 
EXC Exelon Corporation
-0.44%
-$2,491.39 
DIS The Walt Disney Company
-0.38%
-$5,532.4 
DUK Duke Energy Corporation
-0.37%
-$1,123.16 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.15%
-$5,000.9 
ADP Automatic Data Processing Inc.
-0.12%
-$674.19 
JNJ Johnson & Johnson
-0.06%
-$1,650 
SPEM SPDR Portfolio Emerging Markets ETF
-0.04%
-$1,177.08 
VUSB Vanguard Ultra-Short Bond ETF
-0.03%
-$135.57 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 670 | Longs Won 464/670 69% | Profit Factor 2.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $503,382.79 |
| Average Win $106,015.37 | Best Trade (Aug 20) $13.71M | Sharpe Ratio -11.91 |
| Average Loss -$87,967.19 | Worst Trade (Jun 30) -$2.79M | Z-Score 6.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $46,347.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.35% |
| Consecutive Losing Trades | 1,672 | 1,505 | 1,338 | 1,171 | 1,003 | 836 | 669 | 502 | 334 | 167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,633 | $901,808.36 | $1.57M | - | $672,253.39 | 74.55% | +0.227% |
| ABBV AbbVie Inc. | 2,349 | $364,024.53 | $623,119.23 | - | $259,094.7 | 71.18% | +0.299% |
| ABT Abbott Laboratories | 14,927 | $1.69M | $1.55M | - | -$140,612.29 | -8.33% | +0.728% |
| ADP Automatic Data Processing Inc. | 2,043 | $475,957.71 | $550,813.23 | - | $74,855.52 | 15.73% | -0.122% |
| ALB Albemarle Corporation | 4,000 | $577,920 | $467,080 | - | -$110,840 | -19.18% | +3.409% |
| ALLE Allegion plc | 1,801 | $223,126 | $277,263.95 | - | $54,137.95 | 24.26% | +1.711% |
| APD Air Products and Chemicals, Inc. | 2,000 | $547,600 | $575,840 | - | $28,240 | 5.16% | +3.027% |
| AXP American Express Company | 1,010 | $196,639.76 | $308,267.15 | - | $111,627.39 | 56.77% | -2.671% |
| BMY Bristol-Myers Squibb Company | 31,356 | $1.62M | $1.95M | - | $330,659.16 | 20.4% | -0.591% |
| BRK-B Berkshire Hathaway Inc. | 3,006 | $1.4M | $1.51M | - | $116,830.86 | 8.36% | +0.307% |
| CEG Constellation Energy Corporation | 4,489 | $547,658 | $1.18M | - | $635,013.94 | 115.95% | +0.515% |
| CL Colgate-Palmolive Company | 17,254 | $1.38M | $1.5M | - | $126,644.36 | 9.21% | +0.916% |
| COR Cencora, Inc. | 3,600 | $739,368 | $1.13M | - | $393,048 | 53.16% | -0.61% |
| CSCO Cisco Systems, Inc. | 9,700 | $486,746 | $1.03M | - | $545,625 | 112.1% | -4.513% |
| CVX Chevron Corporation | 5,800 | $855,094 | $1.17M | - | $319,058 | 37.31% | -0.604% |
| DIS The Walt Disney Company | 13,831 | $1.35M | $1.44M | - | $87,502.94 | 6.49% | -0.384% |
| DUK Duke Energy Corporation | 2,612 | $250,308 | $303,801.72 | - | $53,493.72 | 21.37% | -0.368% |
| EMR Emerson Electric Co. | 8,193 | $797,424.69 | $1.26M | - | $466,263.63 | 58.47% | +1.661% |
| EXC Exelon Corporation | 13,467 | $468,786 | $562,853.26 | - | $94,067.26 | 20.07% | -0.441% |
| FANG Diamondback Energy Inc | 10,576 | $1.63M | $1.95M | - | $325,370.88 | 20.01% | -2.518% |
No 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 Ellwood Derricks?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 Growth ETF - $1.86M, SPDR Portfolio S&P 500 Value ETF - $1.63M, Hanesbrands Inc - $1.44M, Eli Lilly and Company - $904,431.2, and SPDR Portfolio Developed World ex-US ETF - $739,229.75. 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: Big Lots, Inc - $4.08M, Sabre Corporation - $1.53M, Intel Corporation - $1.52M, Sleep Number Corporation - $1.2M, and The Children's Place, Inc - $1.16M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ellwood Derricks's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.23M earned over time. The largest contributors to dividend income include SPDR Portfolio Developed World ex-US ETF - $524,018.54, Eli Lilly and Company - $354,743.23, iShares Core S&P Small-Cap ETF - $328,834.7, iShares Core S&P Mid-Cap ETF - $322,373.18, and Invesco S&P 500 Equal Weight ETF - $313,487.32. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ellwood Derricks's monthly returns?
Ellwood Derricks's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Ellwood Derricks's strategy be considered aggressive or moderate?
Ellwood Derricks'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 Ellwood Derricks's strategy?
Ellwood Derricks'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.
