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:
22.42%
Gain 0%
Monthly
0.69%
Yearly
8.6%
Drawdown
14.96%
$144.42M
Equity
Holdings
$144.42M
Investment
$112.15M
$30.11M
Profit +$2,836.75
Realized
-$3.45M
Unrealized
$33.57M
Dividends
$5.45M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$2,836.75
Win %
78%
This Week
Compared To Last Week
Gain
0.002%
Profit
$2,836.75
Win %
78%
This Month
Compared to last month
Gain
1.09%
Profit
$1.56M
Win %
78%
This Year
Compared to last year
Gain
3.37%
Profit
$4.83M
Win %
79%
ALB Albemarle Corporation
+7.14%
+$45,440.01 
INTC Intel Corporation
+6.51%
+$60,880 
FOSL Fossil Group Inc.
+5.02%
+$3,381 
MOH Molina Healthcare Inc.
+3.67%
+$65,787.36 
CEG Constellation Energy Corporation
+2.86%
+$31,647.36 
T AT&T Inc.
+2.52%
+$14,546.98 
VZ Verizon Communications Inc.
+2.49%
+$8,707.14 
AXP American Express Company
+2.18%
+$7,019.51 
GIS General Mills, Inc.
+2.04%
+$4,140 
PM Philip Morris International Inc.
+1.95%
+$5,411.49 
EXC Exelon Corporation
+1.54%
+$9,426.9 
GLW Corning Incorporated
+1.5%
+$17,225 
NEE NextEra Energy, Inc.
+1.35%
+$9,272.45 
ABBV AbbVie Inc.
+1.32%
+$6,953.04 
APD Air Products and Chemicals, Inc.
+1.26%
+$7,000 
IR Ingersoll Rand Inc.
+1.09%
+$3,832 
NSC Norfolk Southern Corporation
+1.09%
+$27,158.3 
JNJ Johnson & Johnson
+1.07%
+$25,841.96 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$97,067.14 
PPG PPG Industries Inc.
+0.93%
+$11,000 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$219,234.15 
SPEM SPDR Portfolio Emerging Markets ETF
+0.87%
+$25,654.05 
PG Procter & Gamble Co
+0.86%
+$7,837.17 
CVX Chevron Corporation
+0.75%
+$8,119.94 
UGI UGI Corporation
+0.75%
+$1,754.99 
KMB Kimberly-Clark Corporation
+0.74%
+$1,875 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$87,441.28 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$9,975.18 
VB Vanguard Small-Cap ETF
+0.7%
+$2,047.63 
EMR Emerson Electric Co.
+0.69%
+$8,029.23 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$23,332.68 
DUK Duke Energy Corporation
+0.63%
+$2,037.36 
GOOGL Alphabet Inc
+0.53%
+$1,759.11 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.51%
+$2,451.34 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$14,867.31 
BMY Bristol-Myers Squibb Company
+0.4%
+$7,034.78 
MAS Masco Corporation
+0.38%
+$1,399.99 
PEP PepsiCo, Inc.
+0.38%
+$6,463.8 
WEC WEC Energy Group Inc.
+0.33%
+$1,813 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$31,624.74 
FANG Diamondback Energy Inc
+0.28%
+$5,711.04 
MMM 3M Company
+0.26%
+$820.02 
ADP Automatic Data Processing Inc.
+0.2%
+$898.94 
ALLE Allegion plc
+0.19%
+$468.24 
PFE Pfizer Inc.
+0.15%
+$1,184.56 
KO The Coca-Cola Company
+0.11%
+$360 
MSFT Microsoft Corp.
+0.1%
+$2,421.94 
FDX FedEx Corporation
+0.09%
+$651 
CL Colgate-Palmolive Company
+0.07%
+$1,035.24 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1,068 
MCD McDonald's Corporation
+0.01%
+$126.23 
ABC AmerisourceBergen Corporation
0%
$0 
CTRA Coterra Energy Inc.
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$591,476.84 
ABT Abbott Laboratories
-1.64%
-$21,942.69 
AAPL Apple Inc.
-1.52%
-$22,135.5 
MRK Merck & Co., Inc.
-1.42%
-$3,419.99 
CSCO Cisco Systems, Inc.
-0.6%
-$7,081.02 
MKC McCormick & Company, Incorporated
-0.57%
-$2,240 
SYY Sysco Corporation
-0.56%
-$2,250 
TT Trane Technologies plc
-0.41%
-$9,922.55 
RTX RTX Corporation
-0.37%
-$1,853.71 
DIS The Walt Disney Company
-0.3%
-$4,028.99 
MDT Medtronic plc
-0.16%
-$2,012.14 
FHLC Fidelity MSCI Health Care Index ETF
-0.14%
-$519.31 
LOW Lowe's Companies Inc.
-0.12%
-$270 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 645 | Longs Won 422/645 65% | Profit Factor 2.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $490,506.57 |
| Average Win $111,244.82 | Best Trade (Jun 14) $10.81M | Sharpe Ratio -727.37 |
| Average Loss -$77,130.16 | Worst Trade (Jun 30) -$2.79M | Z-Score -0.9 (63.06%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $46,685.92 |
| 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% | 0.28% |
| Consecutive Losing Trades | 1,873 | 1,685 | 1,498 | 1,311 | 1,124 | 936 | 749 | 562 | 375 | 187 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
