SCA
Stacy C. Ambrosini Portfolio
Invests via Alley Investment Management Company LLC | Managed by Steve Alley, Rik Duryea, Tom Van Vuren
Invests via Alley Investment Management Company LLC
Managed by Steve Alley, Rik Duryea, Tom Van Vuren
Automatically Tracked
Stacy C. Ambrosini Profile
With a robust foundation in the financial services sector, Stacy C. Ambrosini has carved out a distinguished career marked by leadership and entrepreneurial ventures. Known for her acumen in capital markets, she brings extensive experience from both operational roles and investment environments. Her influence extends across key industry initiatives where innovative solutions are prioritized to meet evolving market demands. As an advocate for fostering sustainable business practices, her insights have guided numerous enterprises through complex growth challenges and transformations. Ambrosini's educational background complements her professional pursuits, enhancing her contributions to strategic development and organizational success.
With a robust foundation in the financial services sector, Stacy C. Ambrosini has carved out a distinguished career marked by leadership and entrepreneurial ventures. Known for her acumen in capital markets, she brings extensive experience from both operational roles and investment environments. Her influence extends across key industry initiatives where innovative solutions are prioritized to meet evolving market demands. As an advocate for fostering sustainable business practices, her insights have guided numerous enterprises through complex growth challenges and transformations. Ambrosini's educational background complements her professional pursuits, enhancing her contributions to strategic development and organizational success.
Investment Philosophy & Strategy
Stacy C. Ambrosini excels in identifying high-potential investment opportunities, leveraging her diverse expertise to inform strategic decision-making. Her entrepreneurial mindset fosters a proactive approach towards capital allocation, emphasizing sustainability and innovation within emerging markets. Driven by an appreciation for operational efficiency, she prioritizes transformative growth initiatives that enhance business resilience. By embracing dynamic leadership models, she empowers teams to explore new avenues for competitive advantage while navigating evolving market landscapes.
Stacy C. Ambrosini excels in identifying high-potential investment opportunities, leveraging her diverse expertise to inform strategic decision-making. Her entrepreneurial mindset fosters a proactive approach towards capital allocation, emphasizing sustainability and innovation within emerging markets. Driven by an appreciation for operational efficiency, she prioritizes transformative growth initiatives that enhance business resilience. By embracing dynamic leadership models, she empowers teams to explore new avenues for competitive advantage while navigating evolving market landscapes.
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:
40.04%
Gain -1.1%
Monthly
0.59%
Yearly
7.25%
Drawdown
15.71%
$886.15M
Equity
Holdings
$886.15M
Investment
$691.9M
$208.1M
Profit -$8.11M
Realized
$13.85M
Unrealized
$194.24M
Dividends
$71.54M
Goals
Avg. 82.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.1%
Profit
-$8.11M
Win %
73%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$10.34M
Win %
73%
This Month
Compared to last month
Gain
-1.81%
Profit
-$16.35M
Win %
73%
This Year
Compared to last year
Gain
3.25%
Profit
$27.88M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$3.25M 
ETN Eaton Corporation plc
+7.32%
+$1.28M 
GOOG Alphabet Inc
+6.88%
+$245,043.96 
GOOGL Alphabet Inc
+6.73%
+$2.58M 
MSFT Microsoft Corp.
+3.02%
+$900,472.02 
NVDA NVIDIA Corporation
+2.93%
+$600,458.63 
CVX Chevron Corporation
+2.35%
+$556,886.6 
FAST Fastenal Co.
+2.25%
+$26,300.4 
CSCO Cisco Systems, Inc.
+2.14%
+$371,379.33 
CRM Salesforce Inc
+1.83%
+$6,619.99 
VZ Verizon Communications Inc.
+1.52%
+$106,544.2 
LMT Lockheed Martin Corporation
+1.5%
+$213,359.49 
PH Parker-Hannifin Corporation
+1.43%
+$247,375.86 
GE General Electric Company
+1.42%
+$186,185.38 
ITW Illinois Tool Works Inc.
+1.15%
+$5,749.25 
VUG Vanguard Growth ETF
+1.1%
+$12,745.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$76,005.44 
UNP Union Pacific Corporation
+0.92%
+$204,167.65 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$35,254.87 
CAT Caterpillar Inc.
+0.7%
+$1,372.14 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$21,808.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,340.88 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$8,614.79 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,626.22 
MO Altria Group, Inc.
+0.57%
+$15,586.74 
STX Seagate Technology Holdings plc
+0.52%
+$2,629.96 
PSX Phillips 66
+0.51%
+$42,889.25 
PAYX Paychex Inc.
+0.44%
+$100,783.14 
RTX RTX Corporation
+0.39%
+$21,693 
AVGO Broadcom Inc.
+0.37%
+$2,802.24 
PG Procter & Gamble Co
+0.37%
+$37,370.83 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$38,479.68 
SNA Snap-on Inc.
+0.33%
+$34,489.9 
JPM JPMorgan Chase & Co.
+0.27%
+$100,853.54 
AMP Ameriprise Financial, Inc.
+0.25%
+$3,857.13 
CME CME Group Inc.
+0.21%
+$24,518.98 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$2,000.75 
INTU Intuit Inc.
+0.18%
+$18,886.04 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$885.9 
USB U.S. Bancorp
+0.17%
+$12,085.29 
T AT&T Inc.
+0.17%
+$8,173.6 
MS Morgan Stanley
+0.17%
+$23,505.61 
WMT Walmart Inc.
+0.09%
+$325.11 
ABT Abbott Laboratories
+0.09%
+$13,088.25 
SOXX iShares Semiconductor ETF
+0.07%
+$5,009.9 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$1,300.19 
ICSH iShares Short Treasury Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.95M 
SYK Stryker Corporation
-6.42%
-$755,561.11 
AJG Arthur J. Gallagher & Co.
-2.75%
-$69,055.26 
CSL Carlisle Companies Inc.
-2.69%
-$70,327.49 
ABBV AbbVie Inc.
-2.51%
-$695,964.96 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,100.61 
PII Polaris Inc.
-1.63%
-$3,373.28 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$163,744.24 
HSY The Hershey Company
-1.23%
-$141,128.65 
NEE NextEra Energy, Inc.
-1.15%
-$66,693.33 
PLD Prologis Inc.
-1.08%
-$169,944.8 
XOM Exxon Mobil Corporation
-0.97%
-$2,754 
MCHP Microchip Technology Incorporated
-0.96%
-$16,103.56 
MA Mastercard Incorporated
-0.74%
-$132,744.62 
BLK BlackRock, Inc.
-0.73%
-$152,577.41 
DUK Duke Energy Corporation
-0.67%
-$71,239.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$40,825.26 
AMGN Amgen Inc.
-0.64%
-$59,664.08 
EFA iShares MSCI EAFE ETF
-0.62%
-$5,903.7 
PM Philip Morris International Inc.
-0.61%
-$190,647.44 
DHR Danaher Corporation
-0.61%
-$52,523.03 
WEC WEC Energy Group Inc.
-0.57%
-$41,149.28 
SBUX Starbucks Corporation
-0.57%
-$94,824 
COF Capital One Financial Corporation
-0.54%
-$66,066.9 
LLY Eli Lilly and Company
-0.53%
-$78,911.49 
IWM iShares Russell 2000 ETF
-0.47%
-$16,097.47 
DVY iShares Select Dividend ETF
-0.45%
-$4,016.77 
HD The Home Depot, Inc.
-0.42%
-$73,662.72 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$925.73 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$1,072.68 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$7,044.75 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$38,965.2 
COST Costco Wholesale Corporation
-0.24%
-$44,352.26 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,196.21 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$32,816.48 
MUB iShares National Muni Bond ETF
-0.11%
-$16,359.36 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$10,016.56 
V Visa Inc. Class A
-0.04%
-$114.79 
XEL Xcel Energy Inc.
-0.04%
-$106.23 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$7,441.94 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,777.59 Events
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Dividends
Dividend Analysis
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| Trades 1307 | Longs Won 840/1307 64% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.17M |
| Average Win $318,262.68 | Best Trade (Aug 13) $21.25M | Sharpe Ratio -9.34 |
| Average Loss -$126,863.56 | Worst Trade (Mar 31) -$5.74M | Z-Score 11.28 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3d | Expectancy $159,216.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 120,432 | $21.26M | $37.2M | - | $15.94M | 74.97% | -7.354% |
| ABBV AbbVie Inc. | 107,568 | $17.62M | $26.99M | - | $9.37M | 53.18% | -2.513% |
| ABT Abbott Laboratories | 145,425 | $16.88M | $15.37M | - | -$1.51M | -8.96% | +0.085% |
| AJG Arthur J. Gallagher & Co. | 9,809 | $2.88M | $2.45M | - | -$429,780.33 | -14.94% | -2.745% |
| AMGN Amgen Inc. | 24,058 | $6.13M | $9.27M | - | $3.13M | 51.09% | -0.64% |
| AMP Ameriprise Financial, Inc. | 2,795 | $1.12M | $1.53M | - | $408,246.45 | 36.54% | +0.253% |
| AMZN Amazon.com Inc | 89,991 | $14.24M | $24.44M | - | $10.2M | 71.63% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 7,297 | $14.52M | $11.89M | - | -$2.63M | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 1,946 | $271,518.29 | $757,538.88 | - | $486,020.59 | 179% | +0.371% |
| BLK BlackRock, Inc. | 19,120 | $19.59M | $20.85M | - | $1.25M | 6.4% | -0.727% |
| BND Vanguard Total Bond Market Index Fund | 205,080 | $15.85M | $14.81M | - | -$1.03M | -6.52% | -0.262% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,441.6 | $766,600 | - | -$31,841.6 | -3.99% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 20,688 | $7.33M | $10.58M | - | $3.25M | 44.3% | +0.365% |
| CAT Caterpillar Inc. | 242 | $257,705.8 | $197,184.02 | - | -$60,521.78 | -23.48% | +0.701% |
| CME CME Group Inc. | 43,015 | $11.18M | $11.52M | - | $337,405.8 | 3.02% | +0.213% |
| COF Capital One Financial Corporation | 58,466 | $12.44M | $12.22M | - | -$219,017.6 | -1.76% | -0.538% |
| COST Costco Wholesale Corporation | 19,453 | $11.38M | $18.52M | - | $7.13M | 62.67% | -0.239% |
| CRM Salesforce Inc | 2,000 | $424,334.18 | $368,040.01 | - | -$56,294.17 | -13.27% | +1.832% |
| CSCO Cisco Systems, Inc. | 152,831 | $11.12M | $17.73M | - | $6.61M | 59.44% | +2.14% |
| CSL Carlisle Companies Inc. | 7,061 | $2.36M | $2.54M | - | $185,704.37 | 7.88% | -2.693% |
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FAQ
Which stocks have generated the highest profits for Stacy C. Ambrosini?
The largest contributions to the portfolio's profits come from the following stocks: Ameriprise Financial, Inc - $10.13M, JPMorgan Chase & Co - $6.91M, BlackRock, Inc - $5.92M, Philip Morris International Inc - $4.61M, and AbbVie Inc - $4.19M. 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: Microchip Technology Incorporated - $5.93M, Crown Castle Inc - $4M, The Estée Lauder Companies Inc. Class A - $3.32M, Medtronic plc - $2.1M, and ServiceNow, Inc - $1.48M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stacy C. Ambrosini's portfolio generate?
The portfolio generates substantial dividend income, with a total of $71.54M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $3.57M, Philip Morris International Inc - $3.5M, AbbVie Inc - $3.23M, Chevron Corporation - $3.16M, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $2.94M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stacy C. Ambrosini's monthly returns?
Stacy C. Ambrosini's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Stacy C. Ambrosini's strategy be considered aggressive or moderate?
Stacy C. Ambrosini's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Stacy C. Ambrosini's strategy?
Stacy C. Ambrosini's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
