TW
Todd Wulfson Portfolio
Invests via Rock Point Advisors LLC | Managed by Todd Wulfson
Invests via Rock Point Advisors LLC
Managed by Todd Wulfson
Automatically Tracked
Todd Wulfson Profile
With a robust career in technology and finance, Todd Wulfson has established himself as a prominent figure within the startup ecosystem. He serves as an influential investor-operator, leveraging his extensive background to guide emerging companies toward sustainable growth. Wulfson's unique perspective stems from his operational experience and strategic insights that he imparts to early-stage ventures seeking capital investment and market traction. As an advocate for innovation, he identifies transformative technologies poised to disrupt their industries, positioning both himself and his portfolio companies at the forefront of competitive developments.
With a robust career in technology and finance, Todd Wulfson has established himself as a prominent figure within the startup ecosystem. He serves as an influential investor-operator, leveraging his extensive background to guide emerging companies toward sustainable growth. Wulfson's unique perspective stems from his operational experience and strategic insights that he imparts to early-stage ventures seeking capital investment and market traction. As an advocate for innovation, he identifies transformative technologies poised to disrupt their industries, positioning both himself and his portfolio companies at the forefront of competitive developments.
Investment Philosophy & Strategy
Identifying emerging opportunities in the tech sector, Todd Wulfson exemplifies an entrepreneurial mindset that drives his investment strategy. His knack for recognizing innovative startups stems from a deep understanding of operational excellence and market dynamics. By closely collaborating with founders, he enhances value creation while guiding them through pivotal growth phases. This approach fosters resilient business models designed to navigate competitive landscapes effectively. Through hands-on involvement, he champions technology-driven solutions that have the potential to redefine traditional industries, creating significant impact across his investment portfolio.
Identifying emerging opportunities in the tech sector, Todd Wulfson exemplifies an entrepreneurial mindset that drives his investment strategy. His knack for recognizing innovative startups stems from a deep understanding of operational excellence and market dynamics. By closely collaborating with founders, he enhances value creation while guiding them through pivotal growth phases. This approach fosters resilient business models designed to navigate competitive landscapes effectively. Through hands-on involvement, he champions technology-driven solutions that have the potential to redefine traditional industries, creating significant impact across his investment portfolio.
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:
-1.18%
Gain 0%
Monthly
-0.01%
Yearly
-0.09%
Drawdown
2.75%
$36.41B
Equity
Holdings
$36.41B
Investment
$37.1B
-$680.7M
Profit -$472,534.82
Realized
$14,050
Unrealized
-$680.71M
Dividends
$3.66B
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.002%
Profit
-$472,534.82
Win %
77%
This Week
Compared To Last Week
Gain
0.002%
Profit
$650,001.61
Win %
77%
This Month
Compared to last month
Gain
0.01%
Profit
$3.7M
Win %
77%
This Year
Compared to last year
Gain
0.03%
Profit
$12.24M
Win %
77%
BMY Bristol-Myers Squibb Company
+4.61%
+$42,130.62 
DG Dollar General Corporation
+3.95%
+$52,586.3 
KR Kroger Co.
+3.87%
+$37,600 
MRK Merck & Co., Inc.
+3.79%
+$281,045.3 
GSK GSK plc Sponsored ADR
+3.46%
+$1,396.74 
CVS CVS Health Corporation
+3.24%
+$7,071.6 
CL Colgate-Palmolive Company
+3.15%
+$13,018 
PFE Pfizer Inc.
+2.96%
+$69,175.83 
DOW Dow Inc.
+2.38%
+$714 
PG Procter & Gamble Co
+2.31%
+$120,122.71 
MO Altria Group, Inc.
+2.23%
+$19,562.67 
JNJ Johnson & Johnson
+2.13%
+$30,316 
VZ Verizon Communications Inc.
+2.04%
+$3,868.8 
CVX Chevron Corporation
+2.02%
+$187,619.82 
KO The Coca-Cola Company
+1.85%
+$7,992.62 
PEP PepsiCo, Inc.
+1.55%
+$9,298.4 
MDT Medtronic plc
+1.31%
+$1,960.54 
DUK Duke Energy Corporation
+1.23%
+$13,295.76 
ITW Illinois Tool Works Inc.
+1.18%
+$6,300 
MCD McDonald's Corporation
+1.06%
+$2,499.99 
XEL Xcel Energy Inc.
+0.96%
+$38,765.52 
MMT MFS Multimarket Income Trust
+0.96%
+$1,520.08 
GIS General Mills, Inc.
+0.88%
+$23,273.6 
D Dominion Energy, Inc.
+0.83%
+$10,334.48 
CMCSA Comcast Corp
+0.81%
+$825.78 
CNP CenterPoint Energy Inc.
+0.81%
+$1,184 
ECL Ecolab Inc.
+0.75%
+$6,449.64 
HD The Home Depot, Inc.
+0.54%
+$4,054.5 
IMO Imperial Oil Limited
+0.5%
+$10,920 
MGF MFS Government Markets Income Trust
+0.45%
+$293 
SJM The J.M. Smucker Company
+0.42%
+$535.5 
STZ Constellation Brands, Inc.
+0.29%
+$1,110 
WFC Wells Fargo & Company
+0.2%
+$1,342.77 
HAL Halliburton Company
+0.12%
+$148 
MCS Marcus Corporation
+0.04%
+$842.4 
BPOP Popular Inc.
0%
$0 
CTG Computer Task Group Inc
0%
$0 
CVGW Calavo Growers, Inc.
0%
$0 
FL Foot Locker, Inc.
0%
$0 
MDRX Veradigm Inc.
0%
$0 
UTX United Technologies Corp
0%
$0 
HYGS Hydrogenics Corp
0%
$0 
CELG Celgene Corp
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 
LTS Ladenburg Thalmann Financial Services Inc
0%
$0 
MANT ManTech International Corp-VA
0%
$0 EKDK
EKDKQ
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 L
L
0%
$0 SGP
SGP
0%
$0 WYE
WYE
0%
$0 PDG
PDG
0%
$0 TWX
TWX
0%
$0 CIN
CIN
0%
$0 EMC
EMC
0%
$0 GG
GG
0%
$0 ESLR
ESLR
0%
$0 SWY
SWY
0%
$0 LU
LU
0%
$0 PCL
PCL
0%
$0 LQI
LQI
0%
$0 IMGC
IMGC
0%
$0 CZN
CZN
0%
$0 BGO
BGO
0%
$0 TE
TE
0%
$0 CLE
CLE
0%
$0 ARTG
ARTG
0%
$0 TRB
TRB
0%
$0 LAYN
LAYN
0%
$0 PTMK
PTMK
0%
$0 SRR
SRR
0%
$0 OATS
OATS
0%
$0 FLOW
FLOW
0%
$0 GMCR
GMCR
0%
$0 HILL
HILL
0%
$0 HRP
HRP
0%
$0 IDTC
IDTC
0%
$0 SSFT
SSFT
0%
$0 HPQ
HPQ
0%
$0 LBTY
LBTYA
0%
$0 TRP
TRP
0%
$0 WPC
WPC
0%
$0 AHO
AHO
0%
$0 WNDX
WNDXQ
0%
$0 HCN
HCN
0%
$0 WHT
WHT
0%
$0 CHZ
CHZ
0%
$0 HQL
HQL
0%
$0 VVR
VVR
0%
$0 QFAB
QFABQ
0%
$0 CYE
CYE
0%
$0 FRB
FRB
0%
$0 GMKY
GMKYY
0%
$0 NXG
NXG
0%
$0 ENCZ
ENCZQ
0%
$0 MBVT
MBVT
0%
$0 MTRM
MTRM
0%
$0 CMD
CMD
0%
$0 IMCO
IMCO
0%
$0 MARS
MARSA
0%
$0 CTRA
CTRA
0%
$0 NGT
NGT
0%
$0 FRSH
FRSH
0%
$0 JTP
JTP
0%
$0 DESC
DESCQ
0%
$0 
GIM Templeton Global Income Fund
0%
$0 COSW
COSWF
0%
$0 EPCY
EPCYY
0%
$0 6746
674617105
0%
$0 FBFP
FBFPRMCL
0%
$0 CHZP
CHZPRA
0%
$0 KRBP
KRBPRE
0%
$0 Y484
Y48406105
0%
$0 8633
863301704
0%
$0 7403
74038E108
0%
$0 4488
448873109
0%
$0 UUPL
UUPLY
0%
$0 
MRO Marathon Oil Corp
-42.39%
-$2M 
CLRO ClearOne Inc.
-16.75%
-$11.43 
ORCL Oracle Corporation
-8.84%
-$39,926.53 
FNMA Fannie Mae
-7.35%
-$426.25 
FMCC Freddie Mac
-7.3%
-$230 
GLW Corning Incorporated
-5.14%
-$71,799.63 
INTC Intel Corporation
-4.56%
-$8,442 
NEM Newmont Corporation
-3.49%
-$29,942.9 
MS Morgan Stanley
-2.7%
-$16,061.65 
NWPX NWPX Infrastructure, Inc.
-2.38%
-$147,359.49 
CX Cemex S.A.B. de C.V. Sponsored ADR
-2.36%
-$36,816.09 
CALY BlackRock Short-Term California Muni Bond ETF
-2.17%
-$25,138.5 
NWL Newell Brands Inc.
-2.15%
-$6,255 
PII Polaris Inc.
-1.98%
-$2,040 
MMU Western Asset Managed Municipals Fund
-1.96%
-$2,863.26 
ULBI Ultralife Corporation
-1.95%
-$14,888.4 
RVTY Revvity Inc.
-1.88%
-$5,820 
UIS Unisys Corporation
-1.82%
-$243.57 
C Citigroup Inc.
-1.8%
-$864.19 
MSFT Microsoft Corp.
-1.8%
-$627,987.68 
NUV Nuveen Municipal Value Fund, Inc.
-1.69%
-$2,541.84 
TRMB Trimble Inc.
-1.52%
-$3,916.2 
EMR Emerson Electric Co.
-1.48%
-$25,487.44 
MSD Morgan Stanley Emerging Markets Debt Fund
-1.34%
-$1,170 
LEG Leggett & Platt, Inc.
-1.29%
-$155.88 
IBM International Business Machines Corporation
-1.26%
-$8,790.79 
CSCO Cisco Systems, Inc.
-1.24%
-$23,855.26 
WWW Wolverine World Wide Inc.
-1.16%
-$15,246 
EVV Eaton Vance Limited Duration Income Fund
-1.12%
-$93.2 
HR Healthcare Realty Trust Incorporated
-1.04%
-$162 
KAI Kadant Inc.
-0.94%
-$117,573.24 
MAT Mattel Inc.
-0.89%
-$6,991.5 
DD DuPont de Nemours, Inc.
-0.83%
-$5,776.57 
TEI Templeton Emerging Markets Income Fund
-0.81%
-$458.35 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$50,668.8 
HTHIY Hitachi Ltd. ADR
-0.69%
-$18,725 
KEY KeyCorp
-0.6%
-$505.68 
EFR Eaton Vance Senior Floating-Rate Trust
-0.59%
-$4,887 
DVN Devon Energy Corporation
-0.58%
-$18,263.62 
PSO Pearson plc Sponsored ADR
-0.52%
-$10,611 
F Ford Motor Company
-0.41%
-$128.9 
WGO Winnebago Industries, Inc.
-0.34%
-$96 
ZBH Zimmer Biomet Holdings, Inc.
-0.34%
-$453.41 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.29%
-$25.32 
STE STERIS plc
-0.23%
-$38,288.25 
AES AES Corporation
-0.2%
-$2,276.1 
GE General Electric Company
-0.2%
-$18,611.94 
EMN Eastman Chemical Company
-0.19%
-$1,471.92 
BLX Banco Latinoamericano de Comercio Exterior, S.A.
-0.02%
-$806.35 Events
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Dividends
Dividend Analysis
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| Trades 167 | Longs Won 62/167 37% | Profit Factor 0.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $55.25M |
| Average Win $8.35M | Best Trade (Oct 14) $163.44M | Sharpe Ratio 0 |
| Average Loss -$11.41M | Worst Trade (Oct 14) -$479.75M | Z-Score -2.74 (100%) |
| Commissions $0 | Avg. Trade Length 21y 6m 3w 1d | Expectancy -$4.08M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 3,195 | 2,875 | 2,556 | 2,236 | 1,917 | 1,597 | 1,278 | 958 | 639 | 319 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4488 448873109 | 10,000 | $200,000 | $200,000 | - | - | - | 0.0 |
| 6746 674617105 | 1,000 | $5.5M | $5.5M | - | - | - | 0.0 |
| 7403 74038E108 | 1,750 | $36.99M | $36.99M | - | - | - | 0.0 |
| 8633 863301704 | 6,600 | $282.61M | $282.61M | - | - | - | 0.0 |
| AES AES Corporation | 75,870 | $1.24M | $1.14M | - | -$107,735.4 | -8.67% | -0.2% |
| AHO AHO | 5,500 | $45.76M | $45.76M | - | - | - | 0.0 |
| ARTG ARTG | 10,000 | $10.5M | $10.5M | - | - | - | 0.0 |
| BGO BGO | 10,000 | $26.8M | $26.8M | - | - | - | 0.0 |
| BLX Banco Latinoamericano de Comercio Exterior, S.A. | 80,635 | $1.65M | $4.4M | - | $2.75M | 166.98% | -0.018% |
| BMY Bristol-Myers Squibb Company | 16,142 | $410,975.32 | $956,897.76 | - | $545,922.44 | 132.84% | +4.606% |
| BPOP Popular Inc. | 100 | $24.32M | $2.43M | - | -$21.89M | -90% | 0.0 |
| C Citigroup Inc. | 385.8 | $173,378.52 | $47,179.48 | - | -$126,199.04 | -72.79% | -1.799% |
| CALY BlackRock Short-Term California Muni Bond ETF | 83,795 | $1.07M | $1.13M | - | $62,008.3 | 5.78% | -2.168% |
| CELG Celgene Corp | 6,400 | $54.48M | $217.92M | - | $163.44M | 300% | 0.0 |
| CHZ CHZ | 1,541 | $40.17M | $40.17M | - | - | - | 0.0 |
| CHZP CHZPRA | 1,000 | $25.98M | $25.98M | - | - | - | 0.0 |
| CIN CIN | 3,600 | $145.87M | $145.87M | - | - | - | 0.0 |
| CL Colgate-Palmolive Company | 4,600 | $120,014 | $426,788 | - | $306,774 | 255.62% | +3.146% |
| CLE CLE | 1,000 | $23.04M | $23.04M | - | - | - | 0.0 |
| CLRO ClearOne Inc. | 18.14 | $840.18 | $56.76 | - | -$783.42 | -93.24% | -16.755% |
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FAQ
Which stocks have generated the highest profits for Todd Wulfson?
The largest contributions to the portfolio's profits come from the following stocks: Healthcare Realty Trust Incorporated - $3.6B, General Electric Company - $13.19M, Chevron Corporation - $3.91M, General Mills, Inc - $2.75M, and Merck & Co., Inc - $2.22M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Todd Wulfson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.66B earned over time. The largest contributors to dividend income include Healthcare Realty Trust Incorporated - $3.6B, General Electric Company - $13.19M, Chevron Corporation - $3.91M, General Mills, Inc - $2.75M, and Merck & Co., Inc - $2.22M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Todd Wulfson's monthly returns?
Todd Wulfson's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Todd Wulfson's strategy be considered aggressive or moderate?
Todd Wulfson's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Todd Wulfson's strategy?
Todd Wulfson's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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