KH
Kathleen Halliwell Portfolio
Invests via DMKC Advisory Services LLC | Managed by Daniel M. Kelly, David P. Lorbiecki, Kevin Shires, Patrick Kelly, Chris McPhail, David C. Haas
Invests via DMKC Advisory Services LLC
Managed by Daniel M. Kelly, David P. Lorbiecki, Kevin Shires, Patrick Kelly, Chris McPhail, David C. Haas
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Kathleen Halliwell Profile
Kathleen Halliwell is a prominent figure in the corporate leadership landscape, known for her extensive expertise in driving strategic initiatives across various industries. With a solid background in operational excellence and business development, she has successfully led transformative projects that have significantly enhanced organizational performance. Her experience encompasses both public companies and private enterprises, allowing her to navigate complex market environments with agility. As an advocate for innovation and sustainable practices, Kathleen's insights are highly sought after within investment circles looking to align financial goals with long-term value creation.
Kathleen Halliwell is a prominent figure in the corporate leadership landscape, known for her extensive expertise in driving strategic initiatives across various industries. With a solid background in operational excellence and business development, she has successfully led transformative projects that have significantly enhanced organizational performance. Her experience encompasses both public companies and private enterprises, allowing her to navigate complex market environments with agility. As an advocate for innovation and sustainable practices, Kathleen's insights are highly sought after within investment circles looking to align financial goals with long-term value creation.
Investment Philosophy & Strategy
A growth-oriented mindset defines Kathleen Halliwell's investment philosophy, which is shaped by her rich background in operational excellence. She places emphasis on identifying businesses with significant scalability potential and innovative capabilities. Through a keen understanding of market trends and consumer dynamics, decisions are made to capture opportunities that align financial success with sustainable practices. With experience in leading transformative initiatives across varied sectors, there's a distinct focus on building long-term value rather than chasing short-lived gains.
A growth-oriented mindset defines Kathleen Halliwell's investment philosophy, which is shaped by her rich background in operational excellence. She places emphasis on identifying businesses with significant scalability potential and innovative capabilities. Through a keen understanding of market trends and consumer dynamics, decisions are made to capture opportunities that align financial success with sustainable practices. With experience in leading transformative initiatives across varied sectors, there's a distinct focus on building long-term value rather than chasing short-lived gains.
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:
16.67%
Gain +1.38%
Monthly
0.89%
Yearly
11.27%
Drawdown
15.93%
$255.77M
Equity
Holdings
$255.77M
Investment
$217.66M
$39.47M
Profit +$3.76M
Realized
$1.35M
Unrealized
$38.11M
Dividends
$5.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.38%
Profit
$3.76M
Win %
71%
This Week
Compared To Last Week
Gain
1.09%
Profit
$2.76M
Win %
71%
This Month
Compared to last month
Gain
1.51%
Profit
$3.81M
Win %
71%
This Year
Compared to last year
Gain
5.19%
Profit
$12.86M
Win %
71%
KLAC KLA Corporation
+12.99%
+$45,212.94 
FDX FedEx Corporation
+5.95%
+$195,494 
ECG Everus Construction Group, Inc.
+5.29%
+$27,199.26 
ETN Eaton Corporation plc
+5.05%
+$132,784.15 
KNF Knife River Corporation
+4.84%
+$13,204.62 
CAT Caterpillar Inc.
+4.67%
+$434,502.97 
LMT Lockheed Martin Corporation
+4.42%
+$131,647.01 
CMI Cummins Inc.
+4%
+$267,104.81 
GPC Genuine Parts Company
+3.88%
+$78,802.78 
RTX RTX Corporation
+3.76%
+$143,372.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$176,030.37 
EMR Emerson Electric Co.
+3.62%
+$55,194.88 
AMRZ Amrize Ltd.
+3.56%
+$109,096.2 
TGT Target Corporation
+3.51%
+$108,014.85 
C Citigroup Inc.
+3.42%
+$91,829.28 
VGT Vanguard Information Technology ETF
+3.38%
+$14,713.6 
GS The Goldman Sachs Group, Inc.
+3.24%
+$164,401.92 
VGK Vanguard FTSE Europe ETF
+3.21%
+$158,156.98 
GLD SPDR Gold Shares
+3.17%
+$13,270.67 
VB Vanguard Small-Cap ETF
+2.54%
+$48,383.73 
LOW Lowe's Companies Inc.
+2.44%
+$60,339.84 
NVDA NVIDIA Corporation
+2.33%
+$17,437.77 
VYMI Vanguard International High Dividend Yield Index Fund
+2.33%
+$14,585.18 
PFE Pfizer Inc.
+2.29%
+$56,768.4 
CGDV Capital Group Dividend Value ETF
+2.08%
+$43,800.98 
DEO Diageo plc Sponsored ADR
+2.01%
+$44,825.6 
VUG Vanguard Growth ETF
+1.89%
+$30,108.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$81,593.89 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.87%
+$91,891.8 
MGV Vanguard Mega Cap Value ETF
+1.86%
+$36,466.78 
VO Vanguard Mid-Cap ETF
+1.85%
+$25,692.24 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$5,197.88 
IOO iShares Global 100 ETF
+1.79%
+$18,579.78 
VOO Vanguard S&P 500 ETF
+1.77%
+$174,587.41 
VTV Vanguard Value ETF
+1.69%
+$56,188.39 
DE Deere & Company
+1.6%
+$127,883.68 
IWF iShares Russell 1000 Growth ETF
+1.6%
+$7,226.88 
AMZN Amazon.com Inc
+1.54%
+$13,677.42 
JPM JPMorgan Chase & Co.
+1.53%
+$61,049.98 
STT State Street Corp
+1.46%
+$65,487.84 
SYY Sysco Corporation
+1.41%
+$48,230.61 
AAPL Apple Inc.
+1.41%
+$14,352.15 
USB U.S. Bancorp
+1.37%
+$100,606.74 
CGCV Capital Group Conservative Equity ETF
+1.31%
+$28,801 
VIG Vanguard Dividend Appreciation ETF
+1.28%
+$67,038.61 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$3,131.03 
JGRW Jensen Quality Growth ETF
+1.19%
+$36,429.75 
BAC Bank of America Corporation
+1.07%
+$104,400.85 
MMM 3M Company
+0.99%
+$56,915.74 
VHT Vanguard Health Care ETF
+0.98%
+$98,826.07 
SCHD Schwab U.S. Dividend Equity ETF
+0.87%
+$99,228.36 
GOOG Alphabet Inc
+0.76%
+$2,899.81 
OTIS Otis Worldwide Corporation
+0.68%
+$14,628.1 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$2,245.66 
ABT Abbott Laboratories
+0.51%
+$16,046.49 
WFC Wells Fargo & Company
+0.48%
+$35,110.36 
PFG Principal Financial Group, Inc.
+0.39%
+$31,308.73 
GOOGL Alphabet Inc
+0.35%
+$1,823.75 
BSV Vanguard Short-Term Bond ETF
+0.25%
+$978.12 
WTBA West Bancorporation Inc.
+0.24%
+$630 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,202.34 
MDT Medtronic plc
+0.1%
+$2,399.44 
VPU Vanguard Utilities ETF
+0.09%
+$3,284.32 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$237.6 
JNJ Johnson & Johnson
+0.05%
+$2,721.59 
KMB Kimberly-Clark Corporation
+0.03%
+$700.47 
XOM Exxon Mobil Corporation
-2.71%
-$101,246.73 
ADP Automatic Data Processing Inc.
-2.22%
-$30,146.16 
CVX Chevron Corporation
-2.08%
-$69,749.82 
MSFT Microsoft Corp.
-1.81%
-$112,803.75 
PAYX Paychex Inc.
-1.71%
-$20,043.76 
ALL Allstate Corporation
-1.71%
-$39,527.21 
MDU MDU Resources Group, Inc.
-1.23%
-$3,912.48 
SYK Stryker Corporation
-1.02%
-$2,186.72 
CLX The Clorox Company
-0.94%
-$3,706.98 
COST Costco Wholesale Corporation
-0.75%
-$2,236.14 
TTE TotalEnergies SE
-0.62%
-$23,592.8 
MA Mastercard Incorporated
-0.5%
-$1,963.43 
BDX Becton, Dickinson and Company
-0.49%
-$2,806.81 
PG Procter & Gamble Co
-0.4%
-$11,482.86 
META Meta Platforms Inc Class A
-0.4%
-$2,006.02 
SHEL Shell plc
-0.38%
-$13,327.72 
PEP PepsiCo, Inc.
-0.37%
-$10,314.19 
O Realty Income Corporation
-0.18%
-$6,241.51 Events
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Dividends
Dividend Analysis
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| Trades 389 | Longs Won 271/389 69% | Profit Factor 6.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $363,051.49 |
| Average Win $174,132.65 | Best Trade (Jun 10) $3.46M | Sharpe Ratio -13.11 |
| Average Loss -$65,462.52 | Worst Trade (Jun 11) -$1.74M | Z-Score 9.99 (100%) |
| Commissions $0 | Avg. Trade Length 8m 3w 6d | Expectancy $101,453.39 |
| 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 | 3,906 | 3,516 | 3,125 | 2,734 | 2,344 | 1,953 | 1,563 | 1,172 | 781 | 391 |
Hover over the desired column for a detailed explanation.
Returns
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