LMD
Linda M. Dagilus Portfolio
Invests via Greenfield Savings Bank | Managed by Linda M. Dagilus
Invests via Greenfield Savings Bank
Managed by Linda M. Dagilus
Automatically Tracked
Linda M. Dagilus Profile
With a robust career spanning multiple sectors, Linda M. Dagilus has established herself as a dynamic leader in corporate governance and operations. Her expertise encompasses strategic planning and business development within diverse industries, positioning her to drive transformative change across organizations. Known for fostering innovative solutions, she excels in building cross-functional teams that enhance operational efficiency and propel growth initiatives. Linda’s background includes notable roles where she effectively managed complex projects while optimizing organizational performance metrics. Her influence extends into the financial landscape through active engagement with both private-sector ventures and public enterprises.
With a robust career spanning multiple sectors, Linda M. Dagilus has established herself as a dynamic leader in corporate governance and operations. Her expertise encompasses strategic planning and business development within diverse industries, positioning her to drive transformative change across organizations. Known for fostering innovative solutions, she excels in building cross-functional teams that enhance operational efficiency and propel growth initiatives. Linda’s background includes notable roles where she effectively managed complex projects while optimizing organizational performance metrics. Her influence extends into the financial landscape through active engagement with both private-sector ventures and public enterprises.
Investment Philosophy & Strategy
With a keen focus on leveraging operational insights, Linda M. Dagilus navigates the investment landscape through her diverse industry experience. Her approach is deeply rooted in fostering collaboration across teams to facilitate innovative strategies that drive value creation. By applying her strategic foresight, she identifies growth opportunities within evolving markets while ensuring sustainable performance improvements. Management style emphasizes empowerment and accountability, enabling firms to adapt swiftly in competitive environments. Investing alongside agile businesses, she advocates for adaptable models that respond effectively to dynamic consumer needs and technological advancements.
With a keen focus on leveraging operational insights, Linda M. Dagilus navigates the investment landscape through her diverse industry experience. Her approach is deeply rooted in fostering collaboration across teams to facilitate innovative strategies that drive value creation. By applying her strategic foresight, she identifies growth opportunities within evolving markets while ensuring sustainable performance improvements. Management style emphasizes empowerment and accountability, enabling firms to adapt swiftly in competitive environments. Investing alongside agile businesses, she advocates for adaptable models that respond effectively to dynamic consumer needs and technological advancements.
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:
36.1%
Gain +0.48%
Monthly
0.86%
Yearly
10.81%
Drawdown
12.9%
$260.05M
Equity
Holdings
$260.05M
Investment
$153.76M
$112.83M
Profit +$1.6M
Realized
$6.54M
Unrealized
$106.29M
Dividends
$13.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.6M
Win %
81%
This Week
Compared To Last Week
Gain
0.31%
Profit
$800,212.98
Win %
81%
This Month
Compared to last month
Gain
-0.31%
Profit
-$812,745.56
Win %
81%
This Year
Compared to last year
Gain
10.18%
Profit
$24.02M
Win %
81%
INTC Intel Corporation
+6.48%
+$145,649.7 
AMD Advanced Micro Devices, Inc.
+4.75%
+$89,640.88 
QCOM QUALCOMM Incorporated
+4.28%
+$25,154.61 
GEV GE Vernova Inc.
+3.65%
+$15,443.25 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$6,027.98 
SCHW Charles Schwab Corporation
+2.73%
+$13,455.2 
AMAT Applied Materials, Inc.
+2.64%
+$158,343.18 
GS The Goldman Sachs Group, Inc.
+2.61%
+$6,875.78 
T AT&T Inc.
+2.48%
+$18,536.4 
VZ Verizon Communications Inc.
+2.46%
+$23,546.99 
MCHP Microchip Technology Incorporated
+2.45%
+$20,852.65 
JPM JPMorgan Chase & Co.
+2.3%
+$169,740.09 
USB U.S. Bancorp
+2.27%
+$7,654.33 
CMCSA Comcast Corp
+2.23%
+$25,339.81 
AXP American Express Company
+2.18%
+$89,252.03 
SYK Stryker Corporation
+2.11%
+$8,385.07 
PM Philip Morris International Inc.
+2.04%
+$70,313.76 
TSLA Tesla, Inc.
+1.88%
+$34,860.77 
UNP Union Pacific Corporation
+1.65%
+$16,796 
ACN Accenture plc Class A
+1.63%
+$5,555.55 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$12,258.18 
EXC Exelon Corporation
+1.56%
+$3,656.5 
OKE ONEOK, Inc.
+1.56%
+$9,976.03 
BLK BlackRock, Inc.
+1.56%
+$22,716.02 
BAC Bank of America Corporation
+1.52%
+$35,187.6 
DAL Delta Air Lines, Inc.
+1.5%
+$12,373.8 
COF Capital One Financial Corporation
+1.49%
+$6,742.5 
CAT Caterpillar Inc.
+1.48%
+$87,485.76 
CVS CVS Health Corporation
+1.46%
+$14,228.13 
GPC Genuine Parts Company
+1.46%
+$3,453.45 
MET MetLife Inc.
+1.45%
+$16,469.36 
SYF Synchrony Financial
+1.43%
+$7,661.07 
MAR Marriott International Inc. - Class A
+1.42%
+$15,780.45 
EME EMCOR Group, Inc.
+1.42%
+$8,793.68 
NRG NRG Energy, Inc.
+1.42%
+$14,759.5 
COP ConocoPhillips
+1.39%
+$14,934.52 
PAYX Paychex Inc.
+1.39%
+$14,069.1 
TXN Texas Instruments Inc
+1.36%
+$32,411.54 
NEE NextEra Energy, Inc.
+1.3%
+$39,227.5 
ABBV AbbVie Inc.
+1.3%
+$53,224.99 
C Citigroup Inc.
+1.27%
+$7,363.97 
APD Air Products and Chemicals, Inc.
+1.26%
+$8,137.5 
VLO Valero Energy Corporation
+1.2%
+$22,713.92 
DVY iShares Select Dividend ETF
+1.19%
+$9,002.4 
ITW Illinois Tool Works Inc.
+1.17%
+$6,523.22 
AFL Aflac Inc.
+1.16%
+$3,510 
STLD Steel Dynamics Inc.
+1.15%
+$41,360.85 
CI The Cigna Group
+1.12%
+$8,771.5 
CBRE CBRE Group Inc.
+1.12%
+$9,563.76 
NSC Norfolk Southern Corporation
+1.11%
+$2,597.2 
OHI Omega Healthcare Investors Inc.
+1.08%
+$5,236.63 
JNJ Johnson & Johnson
+1.07%
+$26,157.9 
PPL PPL Corporation
+1.06%
+$2,386.5 
V Visa Inc. Class A
+1.05%
+$20,534.39 
MPC Marathon Petroleum Corporation
+1.03%
+$8,056.08 
IJR iShares Core S&P Small-Cap ETF
+1%
+$56,452.5 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,744.27 
VTV Vanguard Value ETF
+0.94%
+$3,458.7 
ALL Allstate Corporation
+0.93%
+$4,969.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$9,109.6 
IWM iShares Russell 2000 ETF
+0.9%
+$3,217.36 
FTNT Fortinet Inc.
+0.88%
+$16,277.62 
PG Procter & Gamble Co
+0.85%
+$16,247.23 
GE General Electric Company
+0.81%
+$5,343.28 
SO The Southern Company
+0.8%
+$1,779.81 
PSX Phillips 66
+0.79%
+$3,266.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$10,045.52 
NXPI NXP Semiconductors N.V.
+0.76%
+$5,329.17 
CVX Chevron Corporation
+0.75%
+$15,419.49 
KMB Kimberly-Clark Corporation
+0.75%
+$4,028 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$28,173.27 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$46,808.14 
HD The Home Depot, Inc.
+0.73%
+$24,973.01 
MO Altria Group, Inc.
+0.72%
+$5,628.95 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.71%
+$10,675.49 
UNH UnitedHealth Group Incorporated
+0.71%
+$20,372.19 
MA Mastercard Incorporated
+0.7%
+$25,723.24 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$10,482.18 
COST Costco Wholesale Corporation
+0.68%
+$33,180.12 
DUK Duke Energy Corporation
+0.64%
+$9,028.02 
EMR Emerson Electric Co.
+0.64%
+$5,383.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$18,637.01 
CMI Cummins Inc.
+0.59%
+$3,312.72 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$32,793.62 
IVV iShares Core S&P 500 ETF
+0.58%
+$3,663.61 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$22,380.88 
HON Honeywell International Inc.
+0.55%
+$8,190.49 
GOOGL Alphabet Inc
+0.53%
+$31,749.93 
GOOG Alphabet Inc
+0.45%
+$40,953.34 
PGR Progressive Corporation
+0.43%
+$16,121.78 
CSX CSX Corporation
+0.43%
+$3,143.06 
WMT Walmart Inc.
+0.41%
+$6,729 
WCN Waste Connections Inc.
+0.41%
+$945 
PEP PepsiCo, Inc.
+0.4%
+$4,731.64 
BMY Bristol-Myers Squibb Company
+0.4%
+$7,459.65 
FTCS First Trust Capital Strength ETF
+0.39%
+$821.03 
GD General Dynamics Corporation
+0.38%
+$1,950.75 
AMGN Amgen Inc.
+0.34%
+$3,680.75 
WEC WEC Energy Group Inc.
+0.33%
+$1,277.24 
EFA iShares MSCI EAFE ETF
+0.31%
+$10,676.16 
XOM Exxon Mobil Corporation
+0.29%
+$9,276.68 
ADP Automatic Data Processing Inc.
+0.23%
+$995.52 
PFE Pfizer Inc.
+0.15%
+$1,385.64 
NVDA NVIDIA Corporation
+0.14%
+$9,857.62 
SHW The Sherwin-Williams Company
+0.13%
+$1,181.04 
CB Chubb Limited
+0.1%
+$890.8 
MSFT Microsoft Corp.
+0.1%
+$10,537.2 
KO The Coca-Cola Company
+0.1%
+$2,079.84 
IYC iShares U.S. Consumer Discretionary ETF
+0.09%
+$316.08 
EOG EOG Resources, Inc.
+0.08%
+$455.07 
ORCL Oracle Corporation
+0.05%
+$780.39 
TJX The TJX Companies, Inc.
+0.05%
+$190.48 
MCD McDonald's Corporation
+0.01%
+$169.76 
ANTM Anthem Inc
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ADBE Adobe Inc.
-6.71%
-$22,549.15 
LLY Eli Lilly and Company
-2.41%
-$24,260.6 
PLTR Palantir Technologies Inc.
-2.35%
-$3,902.36 
ABT Abbott Laboratories
-1.68%
-$9,096.24 
NVR NVR, Inc.
-1.6%
-$5,923.44 
LMT Lockheed Martin Corporation
-1.54%
-$38,346.05 
AAPL Apple Inc.
-1.52%
-$292,900.5 
LHX L3Harris Technologies, Inc.
-1.43%
-$10,030.68 
MRK Merck & Co., Inc.
-1.41%
-$12,524.93 
AMZN Amazon.com Inc
-1.21%
-$71,887.3 
TXT Textron Inc.
-1.01%
-$2,379.75 
IBM International Business Machines Corporation
-0.97%
-$9,908.41 
AVGO Broadcom Inc.
-0.94%
-$15,703.6 
EBAY eBay Inc.
-0.92%
-$6,927.59 
PHM PulteGroup Inc.
-0.67%
-$7,310.64 
CSCO Cisco Systems, Inc.
-0.6%
-$25,613.51 
MDLZ Mondelez International, Inc.
-0.58%
-$5,502.64 
ETN Eaton Corporation plc
-0.55%
-$6,169.43 
NOC Northrop Grumman Corporation
-0.4%
-$2,587.22 
RTX RTX Corporation
-0.34%
-$6,440.59 
META Meta Platforms Inc Class A
-0.26%
-$8,868.2 
CRM Salesforce Inc
-0.25%
-$996.71 
SHEL Shell plc
-0.21%
-$860.99 
GILD Gilead Sciences Inc.
-0.21%
-$2,480.92 
GRMN Garmin Ltd.
-0.2%
-$1,685.86 
LOW Lowe's Companies Inc.
-0.1%
-$709.06 Events
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Dividends
Dividend Analysis
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| Trades 1798 | Longs Won 1295/1798 72% | Profit Factor 16.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $401,768.27 |
| Average Win $92,864.47 | Best Trade (Jun 11) $9.25M | Sharpe Ratio -14.13 |
| Average Loss -$14,767.1 | Worst Trade (Jun 11) -$823,925.52 | Z-Score 9.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 1d | Expectancy $62,753.97 |
| 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 | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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