Kathleen Thornhill Portfolio
Invests via Confluence Wealth Services Inc. | Managed by Kathleen Thornhill
Invests via Confluence Wealth Services Inc.
Managed by Kathleen Thornhill
Automatically Tracked
Kathleen Thornhill Profile
Kathleen Thornhill has a diverse professional background spanning investment banking and strategic advisory. With extensive experience in mergers and acquisitions, she plays a pivotal role in navigating complex financial transactions that drive corporate growth. Her expertise extends to identifying high-potential opportunities within dynamic markets, making her an invaluable asset to organizations seeking expansion through strategic partnerships. Known for her analytical rigor and exceptional negotiation skills, she fosters relationships across sectors to align interests among stakeholders. As an influential figure in the finance community, Thornhill's leadership significantly impacts business decisions at critical junctures.
Kathleen Thornhill has a diverse professional background spanning investment banking and strategic advisory. With extensive experience in mergers and acquisitions, she plays a pivotal role in navigating complex financial transactions that drive corporate growth. Her expertise extends to identifying high-potential opportunities within dynamic markets, making her an invaluable asset to organizations seeking expansion through strategic partnerships. Known for her analytical rigor and exceptional negotiation skills, she fosters relationships across sectors to align interests among stakeholders. As an influential figure in the finance community, Thornhill's leadership significantly impacts business decisions at critical junctures.
Investment Philosophy & Strategy
Through an entrepreneurial lens, Kathleen Thornhill approaches investment decisions with a focus on transformational growth and market leadership. Her background in investment banking has sharpened her ability to identify compelling business models that leverage competitive advantages. Driven by a deep understanding of sector dynamics, she emphasizes partnerships that can expand capabilities and foster innovation. Moreover, her adeptness at negotiating complex deals positions her uniquely in assessing high-value transactions that align with strategic objectives. By harnessing operational insights alongside financial acumen, she crafts strategies aimed at sustained corporate success.
Through an entrepreneurial lens, Kathleen Thornhill approaches investment decisions with a focus on transformational growth and market leadership. Her background in investment banking has sharpened her ability to identify compelling business models that leverage competitive advantages. Driven by a deep understanding of sector dynamics, she emphasizes partnerships that can expand capabilities and foster innovation. Moreover, her adeptness at negotiating complex deals positions her uniquely in assessing high-value transactions that align with strategic objectives. By harnessing operational insights alongside financial acumen, she crafts strategies aimed at sustained corporate success.
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:
184.16%
Gain +0.35%
Monthly
2.07%
Yearly
27.97%
Drawdown
33.68%
$2.74B
Equity
Holdings
$2.74B
Investment
$2.06B
$679.93M
Profit -$2.3M
Realized
-$3.44M
Unrealized
$683.37M
Dividends
$122.06M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
-$2.3M
Win %
82%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$5.88M
Win %
82%
This Month
Compared to last month
Gain
-0.26%
Profit
-$7.18M
Win %
82%
This Year
Compared to last year
Gain
8.74%
Profit
$220.45M
Win %
81%
MMLP Martin Midstream Partners L.P.
+5.56%
+$4,228.38 
CF CF Industries Holdings, Inc.
+3.57%
+$70,345.36 
NEM Newmont Corporation
+3.52%
+$14,777.58 
T AT&T Inc.
+3.5%
+$44,106.66 
TPL Texas Pacific Land Corporation
+3.39%
+$70,013.46 
B BARRICK MINING CORP Common Stock (ABR0)
+3.13%
+$29,964.9 
ICE Intercontinental Exchange, Inc.
+2.78%
+$24,043.94 
PEG Public Service Enterprise Group Incorporated
+2.78%
+$21,674.15 
VST Vistra Corp
+2.72%
+$12,789 
SRE Sempra
+2.72%
+$11,237.28 
LHX L3Harris Technologies, Inc.
+2.68%
+$8,314.21 
AVGO Broadcom Inc.
+2.67%
+$453,279.15 
NFG National Fuel Gas Company
+2.45%
+$8,860.5 
DTE DTE Energy Company
+2.43%
+$8,208.64 
NVDA NVIDIA Corporation
+2.3%
+$565,680.26 
URI United Rentals, Inc.
+2.12%
+$10,480.25 
SO The Southern Company
+2.08%
+$29,546.4 
ED Consolidated Edison, Inc.
+2.08%
+$6,757.92 
JNJ Johnson & Johnson
+2%
+$211,397.22 
ATO Atmos Energy Corporation
+1.95%
+$9,811.97 
FE FirstEnergy Corp.
+1.94%
+$8,865.14 
XEL Xcel Energy Inc.
+1.87%
+$4,586.4 
XOM Exxon Mobil Corporation
+1.81%
+$505,193.88 
D Dominion Energy, Inc.
+1.77%
+$16,260.12 
BLK BlackRock, Inc.
+1.77%
+$15,116.59 
EXC Exelon Corporation
+1.76%
+$6,615.27 
AWK American Water Works Company, Inc.
+1.75%
+$7,380.7 
NEE NextEra Energy, Inc.
+1.68%
+$72,010.88 
MDLZ Mondelez International, Inc.
+1.67%
+$7,792 
WMB The Williams Companies, Inc.
+1.54%
+$8,158.6 
GD General Dynamics Corporation
+1.48%
+$26,748.13 
PPG PPG Industries Inc.
+1.45%
+$11,733.12 
AMD Advanced Micro Devices, Inc.
+1.45%
+$23,692.13 
LMT Lockheed Martin Corporation
+1.43%
+$19,905.27 
WM Waste Management, Inc.
+1.37%
+$34,256.11 
WPM Wheaton Precious Metals Corp.
+1.27%
+$5,478.2 
CL Colgate-Palmolive Company
+1.25%
+$13,614.24 
PH Parker-Hannifin Corporation
+1.17%
+$11,883.76 
GS The Goldman Sachs Group, Inc.
+1.16%
+$7,482.84 
NUE Nucor Corporation
+1.16%
+$31,695.3 
SYY Sysco Corporation
+1.11%
+$5,746.5 
COP ConocoPhillips
+1.1%
+$45,573.12 
ADI Analog Devices, Inc.
+1.02%
+$31,148.32 
HSY The Hershey Company
+1%
+$3,216.4 
TXN Texas Instruments Inc
+0.99%
+$18,871.77 
ETN Eaton Corporation plc
+0.98%
+$41,872.93 
ABT Abbott Laboratories
+0.9%
+$31,851.9 
JPM JPMorgan Chase & Co.
+0.86%
+$145,930.11 
EPD Enterprise Products Partners L.P.
+0.86%
+$1,755.27 
PNC The PNC Financial Services Group, Inc.
+0.85%
+$30,654.96 
MTB M&T Bank Corporation
+0.83%
+$2,734.47 
TT Trane Technologies plc
+0.79%
+$13,526.62 
ITW Illinois Tool Works Inc.
+0.71%
+$3,984.78 
FAST Fastenal Co.
+0.71%
+$12,992.07 
TRV The Travelers Companies, Inc.
+0.66%
+$2,403.45 
SHEL Shell plc
+0.65%
+$1,358.31 
PSA Public Storage Common Stock
+0.63%
+$3,248.7 
RTX RTX Corporation
+0.62%
+$15,529.14 
DD DuPont de Nemours, Inc.
+0.61%
+$4,479.32 
HBAN Huntington Bancshares Incorporated
+0.55%
+$2,011 
JCI Johnson Controls International plc
+0.55%
+$3,215.12 
SNA Snap-on Inc.
+0.54%
+$8,779.82 
CTAS Cintas Corporation
+0.47%
+$9,382.2 
KMI Kinder Morgan, Inc.
+0.34%
+$1,311.09 
CGCV Capital Group Conservative Equity ETF
+0.3%
+$35,060.7 
DRI Darden Restaurants, Inc.
+0.28%
+$1,150.6 
KO The Coca-Cola Company
+0.28%
+$6,653.44 
YUM Yum! Brands, Inc.
+0.27%
+$2,152.4 
EMR Emerson Electric Co.
+0.27%
+$4,069.37 
OMC Omnicom Group Inc.
+0.21%
+$470.39 
APD Air Products and Chemicals, Inc.
+0.21%
+$2,195.96 
ANET Arista Networks, Inc.
+0.17%
+$593.05 
RF Regions Financial Corporation
+0.13%
+$2,373.4 
TMUS T-Mobile US, Inc.
+0.09%
+$897.94 
CSX CSX Corporation
+0.08%
+$1,192.72 
VSLU Applied Finance Valuation Large Cap ETF
+0.07%
+$556.5 
DHR Danaher Corporation
+0.07%
+$173.82 
RJF Raymond James Financial Inc.
+0.05%
+$173.06 
CMI Cummins Inc.
+0.04%
+$629.38 
Q Qnity Electronics Inc.
+0.04%
+$375.35 
IWD iShares Russell 1000 Value ETF
+0.03%
+$2,790.8 
CSCO Cisco Systems, Inc.
+0.03%
+$2,812.68 
VO Vanguard Mid-Cap ETF
+0.03%
+$64.08 
ASML ASML Holding N.V. New York Registry Shares
+0.02%
+$77.7 
TGT Target Corporation
+0.01%
+$141.62 
PG Procter & Gamble Co
+0.01%
+$818.67 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.01%
+$2,694.35 
MRK Merck & Co., Inc.
+0.01%
+$442.12 
DWLD Davis Select Worldwide ETF
+0.01%
+$18.57 
ACIO Aptus Collared Investment Opportunity ETF
0%
$0 
ADP Automatic Data Processing Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AFG American Financial Group Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
ALV Autoliv, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
ATI ATI Inc.
0%
-$0.05 
BAC Bank of America Corporation
0%
$0 
BALI iShares Adaptive Large Cap ETF
0%
+$0.09 
BMY Bristol-Myers Squibb Company
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CET Central Securities Corporation
0%
+$0.01 
CGBL Capital Group Core Balanced ETF
0%
$0 
CGCB Capital Group Core Bond ETF
0%
$0 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
+$6.04 
CGGR Capital Group Growth ETF
0%
$0 
CGIC Capital Group International Core Equity ETF
0%
$0 
CGIE Capital Group International Equity ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CGNG Capital Group New Geography Equity ETF
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
CGSM Capital Group Short Duration Municipal Income ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGVV Capital Group U.S. Large Value ETF
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
CME CME Group Inc.
0%
$0 
COHR Coherent Corp.
0%
$0 
COR Cencora, Inc.
0%
$0 
CRS Carpenter Technology Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
+$0.07 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.27 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DE Deere & Company
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
+$0.02 
DVY iShares Select Dividend ETF
0%
$0 
EFA iShares MSCI EAFE ETF
0%
+$1.28 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
0%
$0 
FDX FedEx Corporation
0%
$0 
FNB F.N.B. Corporation
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GE General Electric Company
0%
-$0.1 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRMN Garmin Ltd.
0%
+$0.07 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
HON Honeywell International Inc.
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
-$0.02 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
+$0.02 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.12 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.06 
IWO iShares Russell 2000 Growth ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWX iShares Russell Top 200 Value ETF
0%
-$0.01 
IWY iShares Russell Top 200 Growth ETF
0%
+$0.03 
IXUS iShares Core International Stock ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JAVA JPMorgan Active Value ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JGRO JPMorgan Active Growth ETF
0%
$0 
JHG Janus Henderson Group plc
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JPIE JPMorgan Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
KLAC KLA Corporation
0%
$0 
KR Kroger Co.
0%
$0 
KRYS Krystal Biotech Inc.
0%
+$0.01 
LEN Lennar Corporation
0%
$0 
LEO BNY Mellon Strategic Municipals, Inc.
0%
$0 
LIN Linde plc
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LSTR Landstar System Inc.
0%
-$0.09 
MA Mastercard Incorporated
0%
+$0.05 
MAR Marriott International Inc. - Class A
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MET MetLife Inc.
0%
$0 
MMM 3M Company
0%
+$0.04 
MPC Marathon Petroleum Corporation
0%
$0 
MPWR Monolithic Power Systems, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NOW ServiceNow, Inc.
0%
+$0.01 
NRG NRG Energy, Inc.
0%
-$0.06 
NULV Nuveen ESG Large-Cap Value ETF
0%
+$0.02 
NXPI NXP Semiconductors N.V.
0%
+$0.04 
NYT New York Times Co.
0%
$0 
O Realty Income Corporation
0%
$0 
OEF iShares S&P 100 ETF
0%
+$0.02 
ORCL Oracle Corporation
0%
$0 
OSK Oshkosh Corporation
0%
+$0.02 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PTNQ Pacer Trendpilot 100 ETF
0%
-$1.65 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RRC Range Resources Corporation
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.23 
SBUX Starbucks Corporation
0%
$0 
SEIC SEI Investments Company
0%
$0 
SHOP Shopify Inc.
0%
+$0.01 
SHW The Sherwin-Williams Company
0%
+$0.01 
SLF Sun Life Financial Inc.
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPGI S&P Global Inc.
0%
-$0.02 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
-$0.03 
STBA S&T Bancorp, Inc.
0%
$0 
STXF Strive 500 ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
SYK Stryker Corporation
0%
$0 
TEX Terex Corporation
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
USAC Usa Compression Partners L.P.
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
-$0.01 
VLY Valley National Bancorp
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VOYA Voya Financial Inc.
0%
$0 
VPLS Vanguard Core-Plus Bond ETF
0%
-$6.04 
VPV Invesco Pennsylvania Value Municipal Income Trust
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
+$0.09 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WMT Walmart Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XVV iShares ESG Screened S&P 500
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
TEL TE Connectivity plc
-4.18%
-$13,985.45 
CRM Salesforce Inc
-4.15%
-$40,983.29 
NRGV Energy Vault Holdings Inc.
-3.74%
-$1,740.31 
CAH Cardinal Health Inc.
-2.88%
-$57,947.81 
INTC Intel Corporation
-2.68%
-$57,865.01 
META Meta Platforms Inc Class A
-2.58%
-$76,693.76 
COF Capital One Financial Corporation
-2.36%
-$19,318.5 
CVS CVS Health Corporation
-2.28%
-$29,383.2 
PANW Palo Alto Networks, Inc.
-2.01%
-$12,606.43 
VRTX Vertex Pharmaceuticals Incorporated
-1.96%
-$5,158.21 
CI The Cigna Group
-1.94%
-$9,012.7 
AMAT Applied Materials, Inc.
-1.88%
-$65,246.88 
MCK McKesson Corporation
-1.79%
-$45,228.89 
ZTS Zoetis Inc.
-1.54%
-$13,243.72 
WFC Wells Fargo & Company
-1.5%
-$8,730.48 
GOOGL Alphabet Inc
-1.46%
-$223,990.58 
ROK Rockwell Automation, Inc.
-1.42%
-$16,874.41 
TROW T. Rowe Price Group, Inc.
-1.36%
-$22,715.2 
TSLA Tesla, Inc.
-1.3%
-$21,510.2 
MFSB
-1.29%
-$364.9 
VLO Valero Energy Corporation
-1.23%
-$33,088.55 
MU Micron Technology, Inc.
-1.17%
-$35,256.09 
UNH UnitedHealth Group Incorporated
-1.16%
-$32,669.34 
FNF Fidelity National Financial, Inc.
-1.14%
-$16,959.78 
MO Altria Group, Inc.
-1.12%
-$38,657.26 
ELV Elevance Health, Inc.
-1.11%
-$5,855.1 
ABBV AbbVie Inc.
-1.09%
-$78,484.28 
AMZN Amazon.com Inc
-1.09%
-$86,202.9 
PAYX Paychex Inc.
-1.09%
-$4,272.44 
LLY Eli Lilly and Company
-1.05%
-$136,747.53 
V Visa Inc. Class A
-0.68%
-$68,270.68 
GIS General Mills, Inc.
-0.65%
-$1,975.92 
CGNX Cognex Corporation
-0.64%
-$13,214.4 
AXP American Express Company
-0.58%
-$15,789.18 
VUSV
-0.58%
-$158.19 
AAPL Apple Inc.
-0.56%
-$308,615.15 
ACN Accenture plc Class A
-0.55%
-$4,221.14 
EEM iShares MSCI Emerging Markets ETF
-0.54%
-$35,246.75 
VUG Vanguard Growth ETF
-0.52%
-$9,828 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$19,703.5 
HAL Halliburton Company
-0.48%
-$911.04 
MSI Motorola Solutions, Inc.
-0.48%
-$10,621.65 
CGGO Capital Group Global Growth Equity ETF
-0.47%
-$37,773.9 
BDX Becton, Dickinson and Company
-0.44%
-$2,886.6 
PSX Phillips 66
-0.41%
-$5,676.86 
VGT Vanguard Information Technology ETF
-0.34%
-$5,107.47 
DIS The Walt Disney Company
-0.28%
-$2,711.88 
VB Vanguard Small-Cap ETF
-0.27%
-$3,508.11 
CGCP Capital Group Core Plus Income ETF
-0.27%
-$100,300.98 
CGHM Capital Group Municipal High-Income ETF
-0.23%
-$40,237.5 
EW Edwards Lifesciences Corporation
-0.21%
-$627.12 
COST Costco Wholesale Corporation
-0.21%
-$12,745.23 
NFLX Netflix, Inc.
-0.2%
-$3,353.28 
APH Amphenol Corporation
-0.19%
-$798 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$20,286.43 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.14%
-$409.56 
MCD McDonald's Corporation
-0.13%
-$4,227.22 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$1,340.26 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$4,342.32 
NSC Norfolk Southern Corporation
-0.11%
-$1,112.73 
IGRO iShares International Dividend Growth ETF
-0.08%
-$10,029.11 
CAT Caterpillar Inc.
-0.07%
-$4,548.51 
JVAL JPMorgan U.S. Value Factor ETF
-0.07%
-$2,085.64 
HD The Home Depot, Inc.
-0.04%
-$2,298.6 
FCX Freeport-McMoRan Inc.
-0.04%
-$98.78 
AFL Aflac Inc.
-0.01%
-$118.52 
EBAY eBay Inc.
0%
-$35.82 Events
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Dividends
Dividend Analysis
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| Trades 5848 | Longs Won 3265/5848 55% | Profit Factor 11.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $857,480.88 |
| Average Win $227,816.26 | Best Trade (Jul 23) $27.79M | Sharpe Ratio -12.48 |
| Average Loss -$24,734.9 | Worst Trade (Sep 30) -$6.42M | Z-Score 13.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 3d | Expectancy $116,267.14 |
| 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 | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
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FAQ
Which stocks have generated the highest profits for Kathleen Thornhill?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $21.55M, Vanguard International High Dividend Yield Index Fund - $10.3M, Capital Group Dividend Value ETF - $7.9M, Vanguard Dividend Appreciation ETF - $6.07M, and Dimensional International Value ETF - $5.46M. 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: Alphabet Inc - $6.83M, Alphabet Inc - $3.44M, Intel Corporation - $1.12M, PayPal Holdings Inc - $854,893.96, and The Walt Disney Company - $723,790.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kathleen Thornhill's portfolio generate?
The portfolio generates substantial dividend income, with a total of $122.06M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $21.55M, Vanguard International High Dividend Yield Index Fund - $10.3M, Capital Group Dividend Value ETF - $7.9M, Vanguard Dividend Appreciation ETF - $6.07M, and Dimensional International Value ETF - $5.46M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kathleen Thornhill's monthly returns?
Kathleen Thornhill's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kathleen Thornhill's strategy be considered aggressive or moderate?
Kathleen Thornhill's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kathleen Thornhill's strategy?
Kathleen Thornhill's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
