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:
28%
Gain +0.45%
Monthly
0.36%
Yearly
4.41%
Drawdown
12.66%
$873.06M
Equity
Holdings
$873.06M
Investment
$694.98M
$175.43M
Profit +$4.68M
Realized
-$2.65M
Unrealized
$178.08M
Dividends
$67.22M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.45%
Profit
$4.68M
Win %
76%
This Week
Compared To Last Week
Gain
1.01%
Profit
$8.75M
Win %
76%
This Month
Compared to last month
Gain
0.07%
Profit
$604,338.68
Win %
76%
This Year
Compared to last year
Gain
2.18%
Profit
$18.66M
Win %
76%
CME CME Group Inc.
+2.8%
+$321,885.9 
T AT&T Inc.
+2.48%
+$96,744.96 
MCHP Microchip Technology Incorporated
+2.48%
+$51,441.8 
VZ Verizon Communications Inc.
+2.46%
+$153,997.3 
JPM JPMorgan Chase & Co.
+2.3%
+$851,744.58 
USB U.S. Bancorp
+2.27%
+$152,084.45 
PII Polaris Inc.
+2.22%
+$7,227.22 
SYK Stryker Corporation
+2.11%
+$219,794.7 
PM Philip Morris International Inc.
+2.04%
+$638,763.36 
AMP Ameriprise Financial, Inc.
+1.94%
+$450,948.75 
UNP Union Pacific Corporation
+1.65%
+$380,482.44 
BLK BlackRock, Inc.
+1.56%
+$329,390.22 
COF Capital One Financial Corporation
+1.49%
+$163,912.06 
PAYX Paychex Inc.
+1.39%
+$226,818.18 
NEE NextEra Energy, Inc.
+1.3%
+$78,028.47 
ABBV AbbVie Inc.
+1.3%
+$327,200.01 
XEL Xcel Energy Inc.
+1.21%
+$3,363.95 
DVY iShares Select Dividend ETF
+1.19%
+$10,542.48 
ITW Illinois Tool Works Inc.
+1.17%
+$5,757.36 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$2,879.55 
JNJ Johnson & Johnson
+1.07%
+$9,616.05 
PLD Prologis Inc.
+1.06%
+$174,896.28 
V Visa Inc. Class A
+1.05%
+$3,747.49 
IWD iShares Russell 1000 Value ETF
+1.02%
+$3,777.53 
IJR iShares Core S&P Small-Cap ETF
+1%
+$101,035.13 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$24,203.58 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$4,323.2 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$14,555.43 
IWM iShares Russell 2000 ETF
+0.9%
+$31,670.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,269.09 
PG Procter & Gamble Co
+0.85%
+$82,011.74 
CSL Carlisle Companies Inc.
+0.84%
+$51,239.94 
GE General Electric Company
+0.81%
+$45,619.03 
PSX Phillips 66
+0.79%
+$59,066.98 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$45,140.46 
CVX Chevron Corporation
+0.75%
+$178,326.53 
SNA Snap-on Inc.
+0.75%
+$77,615.73 
SBUX Starbucks Corporation
+0.75%
+$118,081.57 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$70,909.02 
HD The Home Depot, Inc.
+0.73%
+$130,612.95 
MO Altria Group, Inc.
+0.72%
+$20,582.49 
COST Costco Wholesale Corporation
+0.72%
+$150,431.79 
MA Mastercard Incorporated
+0.7%
+$106,140.59 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$81,726.84 
MS Morgan Stanley
+0.66%
+$95,947.6 
DUK Duke Energy Corporation
+0.64%
+$69,490.15 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$1,657.6 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$30,684.35 
GOOGL Alphabet Inc
+0.56%
+$230,577.15 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,391.04 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$16,052.85 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$6,770.12 
GOOG Alphabet Inc
+0.46%
+$18,231.88 
WMT Walmart Inc.
+0.45%
+$1,835.02 
HSY The Hershey Company
+0.42%
+$27,268.42 
FAST Fastenal Co.
+0.39%
+$4,508.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$21,531.5 
AMGN Amgen Inc.
+0.34%
+$31,140.55 
KVUE Kenvue Inc.
+0.33%
+$8,456.82 
WEC WEC Energy Group Inc.
+0.33%
+$21,905.85 
EFA iShares MSCI EAFE ETF
+0.31%
+$2,910.4 
XOM Exxon Mobil Corporation
+0.29%
+$764.98 
VUG Vanguard Growth ETF
+0.22%
+$2,683.56 
NVDA NVIDIA Corporation
+0.18%
+$38,775.26 
MSFT Microsoft Corp.
+0.13%
+$32,264.96 
PH Parker-Hannifin Corporation
+0.12%
+$21,189.3 
BR Broadridge Financial Solutions, Inc.
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
LULU lululemon athletica inc.
-2.52%
-$3,684 
LLY Eli Lilly and Company
-2.41%
-$362,296.15 
ABT Abbott Laboratories
-1.68%
-$217,397.72 
LMT Lockheed Martin Corporation
-1.54%
-$292,082.35 
AAPL Apple Inc.
-1.52%
-$552,744 
AMZN Amazon.com Inc
-1.21%
-$269,963.42 
AJG Arthur J. Gallagher & Co.
-0.95%
-$85,971.95 
AVGO Broadcom Inc.
-0.94%
-$7,185.72 
NOW ServiceNow, Inc.
-0.84%
-$39,735.6 
CSCO Cisco Systems, Inc.
-0.6%
-$80,840.93 
ETN Eaton Corporation plc
-0.55%
-$91,981.16 
DHR Danaher Corporation
-0.36%
-$28,628.81 
RTX RTX Corporation
-0.34%
-$1,096.22 
CRM Salesforce Inc
-0.25%
-$820 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$432.27 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$15,652.32 
INTU Intuit Inc.
-0.1%
-$5,395.88 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$15,760.79 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$3,580.94 
MUB iShares National Muni Bond ETF
-0.01%
-$1,310.85 Events
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Dividends
Dividend Analysis
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| Trades 1153 | Longs Won 741/1153 64% | Profit Factor 3.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.19M |
| Average Win $318,417.59 | Best Trade (Jun 12) $19.64M | Sharpe Ratio -9.63 |
| Average Loss -$146,876.67 | Worst Trade (Mar 31) -$5.74M | Z-Score 12.89 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 1d | Expectancy $152,154.59 |
| 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 | 5,952 | 5,357 | 4,762 | 4,167 | 3,571 | 2,976 | 2,381 | 1,786 | 1,190 | 595 |
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Returns
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