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:
38.77%
Gain +1.48%
Monthly
0.6%
Yearly
7.46%
Drawdown
15.7%
$893.25M
Equity
Holdings
$893.25M
Investment
$692.89M
$207.43M
Profit +$10.77M
Realized
$7.07M
Unrealized
$200.36M
Dividends
$69.07M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.48%
Profit
$10.77M
Win %
76%
This Week
Compared To Last Week
Gain
0.56%
Profit
$4.93M
Win %
76%
This Month
Compared to last month
Gain
3.12%
Profit
$26.98M
Win %
76%
This Year
Compared to last year
Gain
8.8%
Profit
$72.22M
Win %
75%
RTX RTX Corporation
+7.33%
+$382,732.56 
SYK Stryker Corporation
+3.15%
+$329,516.52 
CME CME Group Inc.
+2.04%
+$222,066.68 
AMGN Amgen Inc.
+1.49%
+$137,945.25 
STX Seagate Technology Holdings plc
+0.58%
+$3,308.56 
PLD Prologis Inc.
+0.29%
+$46,897.62 
MS Morgan Stanley
+0.02%
+$2,713.28 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.01 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSL Carlisle Companies Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVY iShares Select Dividend ETF
0%
+$0.01 
EFA iShares MSCI EAFE ETF
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FAST Fastenal Co.
0%
$0 
GE General Electric Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
HSY The Hershey Company
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.73 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
INTU Intuit Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MCHP Microchip Technology Incorporated
0%
+$0.07 
MO Altria Group, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PII Polaris Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SNA Snap-on Inc.
0%
$0 
T AT&T Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
+$0.1 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$2.75M 
AMZN Amazon.com Inc
-4.57%
-$1.01M 
PSX Phillips 66
-2.1%
-$184,496.21 
HD The Home Depot, Inc.
-2.03%
-$366,265.62 
BLK BlackRock, Inc.
-1.84%
-$379,509.24 
USB U.S. Bancorp
-1.77%
-$131,422.62 
NVDA NVIDIA Corporation
-1.56%
-$344,259.09 
PG Procter & Gamble Co
-1.52%
-$163,773.69 
AAPL Apple Inc.
-1.3%
-$516,597.21 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$62,579.2 
SCHX Schwab U.S. Large-Cap ETF
-1.19%
-$15,915.2 
AVGO Broadcom Inc.
-1.09%
-$8,614.9 
COF Capital One Financial Corporation
-0.69%
-$84,375.2 
MA Mastercard Incorporated
-0.32%
-$52,588.8 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$30,354.24 
COST Costco Wholesale Corporation
-0.14%
-$26,643.75 
PAYX Paychex Inc.
-0.07%
-$16,067.76 
ICSH iShares Short Treasury Bond ETF
-0.03%
-$110.89 Events
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Dividends
Dividend Analysis
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| Trades 1228 | Longs Won 795/1228 64% | Profit Factor 4.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.18M |
| Average Win $331,061.32 | Best Trade (Jul 27) $20.67M | Sharpe Ratio -9.45 |
| Average Loss -$128,780.73 | Worst Trade (Mar 31) -$5.74M | Z-Score 12.19 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1d | Expectancy $168,918.32 |
| 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 | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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: JPMorgan Chase & Co - $6.28M, Ameriprise Financial, Inc - $5.96M, BlackRock, Inc - $5.94M, Philip Morris International Inc - $4.5M, and Broadridge Financial Solutions, Inc - $3.86M. 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 - $5.94M, Crown Castle Inc - $4.09M, 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 $69.07M earned over time. The largest contributors to dividend income include Philip Morris International Inc - $3.69M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $3.39M, AbbVie Inc - $3.04M, Chevron Corporation - $2.94M, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $2.79M. 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.
