Kenneth Donald Ouellette Portfolio
Invests via Orca Wealth Management LLC | Managed by Kenneth Donald Ouellette
Invests via Orca Wealth Management LLC
Managed by Kenneth Donald Ouellette
Automatically Tracked
Active in North American private equity transactions that prioritize operational improvement and cash-flow restoration, he combines deal execution with hands-on operational leadership. Kenneth Donald Ouellette serves as an operating partner and investor with experience leading restructurings, driving margin expansion, executing carve-outs and overseeing portfolio integrations; background spans C-suite operating roles, board service and collaboration with sponsor-backed platforms.
Active in North American private equity transactions that prioritize operational improvement and cash-flow restoration, he combines deal execution with hands-on operational leadership. Kenneth Donald Ouellette serves as an operating partner and investor with experience leading restructurings, driving margin expansion, executing carve-outs and overseeing portfolio integrations; background spans C-suite operating roles, board service and collaboration with sponsor-backed platforms.
Investment Philosophy & Strategy
Specializes in North American private equity investments that emphasize operational turnarounds, cash‑flow restoration and margin expansion. Prefers control or influential minority stakes in underperforming industrial and services businesses where hands‑on governance, C‑suite interventions and carve‑out execution unlock value. Employs a 3–7 year value‑creation horizon focused on EBITDA improvement, deleveraging and disciplined capex, with conservative leverage, tight covenant oversight and prioritized cash generation. Operates as an operator‑investor, combining deal execution with rapid operational fixes and portfolio integration.
Specializes in North American private equity investments that emphasize operational turnarounds, cash‑flow restoration and margin expansion. Prefers control or influential minority stakes in underperforming industrial and services businesses where hands‑on governance, C‑suite interventions and carve‑out execution unlock value. Employs a 3–7 year value‑creation horizon focused on EBITDA improvement, deleveraging and disciplined capex, with conservative leverage, tight covenant oversight and prioritized cash generation. Operates as an operator‑investor, combining deal execution with rapid operational fixes and portfolio integration.
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:
43.17%
Gain +0.05%
Monthly
1.68%
Yearly
22.17%
Drawdown
15.95%
$169.44M
Equity
Holdings
$169.44M
Investment
$126.32M
$46.1M
Profit +$72,886.18
Realized
$2.98M
Unrealized
$43.12M
Dividends
$5.58M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$72,886.18
Win %
70%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$735,887.33
Win %
70%
This Month
Compared to last month
Gain
0.95%
Profit
$1.6M
Win %
70%
This Year
Compared to last year
Gain
0.76%
Profit
$1.35M
Win %
71%
HONA Honeywell Aerospace Inc.
+3.26%
+$23,013.35 
BTI British American Tobacco p.l.c. ADR
+2.88%
+$116,445.76 
EXE Expand Energy Corporation
+2.79%
+$55,379.61 
TTE TotalEnergies SE
+2.75%
+$55,066.23 
PM Philip Morris International Inc.
+2.36%
+$156,832.53 
EOG EOG Resources, Inc.
+2.14%
+$38,997.16 
RTX RTX Corporation
+2.05%
+$127,211.52 
SF-PD Stifel Financial Corp.
+1.96%
+$14,402.81 
LMT Lockheed Martin Corporation
+1.81%
+$24,352.83 
JPM JPMorgan Chase & Co.
+1.81%
+$82,746.24 
DUK Duke Energy Corporation
+1.72%
+$26,377.35 
SO The Southern Company
+1.7%
+$6,821.76 
ED Consolidated Edison, Inc.
+1.6%
+$9,097.44 
MO Altria Group, Inc.
+1.43%
+$11,166.12 
GE General Electric Company
+1.42%
+$2,926.04 
CVX Chevron Corporation
+1.41%
+$43,014.17 
GD General Dynamics Corporation
+1.27%
+$14,496.36 
ORI Old Republic International Corp.
+1.24%
+$82,442.4 
JNJ Johnson & Johnson
+1.22%
+$5,914.26 
HD The Home Depot, Inc.
+1.19%
+$9,595 
MRK Merck & Co., Inc.
+1.11%
+$12,987.87 
DIS The Walt Disney Company
+1.03%
+$4,328.58 
XOM Exxon Mobil Corporation
+0.98%
+$51,522.9 
CMI Cummins Inc.
+0.85%
+$20,380.56 
AAPL Apple Inc.
+0.82%
+$162,443.28 
CB Chubb Limited
+0.82%
+$33,575.87 
BAC Bank of America Corporation
+0.82%
+$14,848.23 
AXP American Express Company
+0.82%
+$2,325.22 
VZ Verizon Communications Inc.
+0.78%
+$10,817.48 
FITB Fifth Third Bancorp
+0.78%
+$13,981.11 
T AT&T Inc.
+0.77%
+$5,448.78 
TXN Texas Instruments Inc
+0.76%
+$1,613.32 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$14,662.68 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$4,559.01 
WMT Walmart Inc.
+0.47%
+$1,531.2 
ABBV AbbVie Inc.
+0.43%
+$12,691.76 
CAT Caterpillar Inc.
+0.4%
+$9,622.87 
DOW Dow Inc.
+0.3%
+$5,761.44 
VTV Vanguard Value ETF
+0.3%
+$1,296.24 
UBS UBS Group AG
+0.26%
+$7,414.62 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$139.05 
NVDA NVIDIA Corporation
+0.04%
+$1,146.48 
GS The Goldman Sachs Group, Inc.
+0.01%
+$28.7 
CGCB Capital Group Core Bond ETF
+0.01%
+$20.51 
HONIV Honeywell International Inc.
0%
$0 
PLTR Palantir Technologies Inc.
-6.44%
-$16,137.5 
MU Micron Technology, Inc.
-3.97%
-$473,053.51 
ORCL Oracle Corporation
-3.86%
-$21,735.88 
AMAT Applied Materials, Inc.
-3.01%
-$21,114.71 
KLAC KLA Corporation
-2.94%
-$15,071.25 
AVGO Broadcom Inc.
-2.91%
-$159,908.13 
META Meta Platforms Inc Class A
-2.43%
-$4,961.06 
IBB iShares Biotechnology ETF
-2.36%
-$5,530.59 
Q Qnity Electronics Inc.
-2.06%
-$7,983.04 
MSFT Microsoft Corp.
-2.04%
-$22,196.16 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.94%
-$4,373.46 
GOOGL Alphabet Inc
-1.63%
-$51,063.2 
CSCO Cisco Systems, Inc.
-1.57%
-$137,552.3 
GOOG Alphabet Inc
-1.48%
-$56,572.81 
FDX FedEx Corporation
-1.46%
-$4,380.49 
ALB Albemarle Corporation
-1.45%
-$3,089.4 
IBM International Business Machines Corporation
-1.43%
-$3,301.32 
ETN Eaton Corporation plc
-1.4%
-$3,039.97 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.3%
-$2,765.74 
VUG Vanguard Growth ETF
-1.29%
-$2,802.56 
QCOM QUALCOMM Incorporated
-1.28%
-$73,753.71 
VWO Vanguard FTSE Emerging Markets ETF
-1.06%
-$3,109.37 
BABA Alibaba Group Holding Limited SP ADR
-0.93%
-$6,135.71 
MGDDY Michelin Group Unsponsored American Depositary Receipt
-0.89%
-$31,709.93 
BX Blackstone Inc.
-0.85%
-$15,447.3 
DHR Danaher Corporation
-0.78%
-$4,843.56 
JHMM John Hancock Multifactor Mid Cap ETF
-0.74%
-$3,011.04 
CGXU Capital Group International Focus Equity ETF
-0.69%
-$3,630.55 
AMZN Amazon.com Inc
-0.66%
-$1,669.99 
IVV iShares Core S&P 500 ETF
-0.59%
-$2,129.61 
AZN AstraZeneca PLC American Depositary Shares
-0.58%
-$35,938.19 
CSX CSX Corporation
-0.49%
-$9,868.95 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$1,031.94 
CGDV Capital Group Dividend Value ETF
-0.41%
-$11,223.55 
SAN Banco Santander S.A. Sponsored ADR
-0.37%
-$3,264.15 
ABT Abbott Laboratories
-0.29%
-$752.7 
DD DuPont de Nemours, Inc.
-0.15%
-$455.54 
MPC Marathon Petroleum Corporation
-0.11%
-$333.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$44.68 Events
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Dividends
Dividend Analysis
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| Trades 516 | Longs Won 363/516 70% | Profit Factor 10.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $498,527.37 |
| Average Win $140,804.44 | Best Trade (Oct 15) $6.71M | Sharpe Ratio -10.96 |
| Average Loss -$32,756.6 | Worst Trade (Oct 15) -$1.43M | Z-Score 4.78 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $89,341.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,181 | 4,663 | 4,145 | 3,627 | 3,109 | 2,591 | 2,073 | 1,554 | 1,036 | 518 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 57,604 | $14.41M | $19.86M | - | $5.45M | 37.83% | +0.825% |
| ABBV AbbVie Inc. | 10,403 | $1.86M | $2.96M | - | $1.1M | 58.98% | +0.43% |
| ABT Abbott Laboratories | 2,509 | $284,934.48 | $261,889.42 | - | -$23,045.06 | -8.09% | -0.287% |
| ALB Albemarle Corporation | 2,168 | $306,718.05 | $209,764.84 | - | -$96,953.21 | -31.61% | -1.451% |
| AMAT Applied Materials, Inc. | 1,633 | $277,332 | $681,091.64 | - | $403,759.64 | 145.59% | -3.007% |
| AMZN Amazon.com Inc | 1,000 | $249,150 | $253,090 | - | $3,940 | 1.58% | -0.656% |
| AVGO Broadcom Inc. | 15,943 | $3.7M | $5.33M | - | $1.63M | 44.11% | -2.913% |
| AXP American Express Company | 903 | $249,886.17 | $285,749.83 | - | $35,863.66 | 14.35% | +0.82% |
| AZN AstraZeneca PLC American Depositary Shares | 37,436 | $7.29M | $6.2M | - | -$1.08M | -14.84% | -0.576% |
| BABA Alibaba Group Holding Limited SP ADR | 5,957 | $948,593.26 | $655,865.7 | - | -$292,727.56 | -30.86% | -0.927% |
| BAC Bank of America Corporation | 34,937 | $1.54M | $1.82M | - | $281,329.57 | 18.27% | +0.822% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $794,045 | - | $113,125 | 16.61% | +0.577% |
| BRK-B Berkshire Hathaway Inc. | 4,142 | $1.91M | $2.19M | - | $279,739.17 | 14.63% | +0.673% |
| BTI British American Tobacco p.l.c. ADR | 69,728 | $3.45M | $4.16M | - | $714,966 | 20.75% | +2.879% |
| BX Blackstone Inc. | 16,610 | $2.86M | $1.8M | - | -$1.06M | -37.15% | -0.852% |
| CAT Caterpillar Inc. | 3,262 | $1.18M | $2.41M | - | $1.22M | 103.38% | +0.401% |
| CB Chubb Limited | 11,558 | $3.2M | $4.11M | - | $914,619.96 | 28.61% | +0.823% |
| CGCB Capital Group Core Bond ETF | 9,766 | $251,953.9 | $246,807.33 | - | -$5,146.57 | -2.04% | +0.008% |
| CGDV Capital Group Dividend Value ETF | 54,749 | $1.97M | $2.69M | - | $726,901.95 | 36.98% | -0.415% |
| CGXU Capital Group International Focus Equity ETF | 15,785 | $408,866.45 | $519,168.65 | - | $110,302.2 | 26.98% | -0.694% |
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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 Kenneth Donald Ouellette?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $1.1M, Old Republic International Corp - $1.06M, AZN - $774,236.87, Philip Morris International Inc - $295,760.76, and Cisco Systems, Inc - $279,823.5. 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: ProShares UltraShort Bloomberg Crude Oil - $327,892.5, Eaton Corporation plc - $29,400.48, Morgan Stanley - $20,372.41, Nebius Group N.V - $20,215.99, and ASML Holding N.V. New York Registry Shares - $17,842.42. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kenneth Donald Ouellette's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.58M earned over time. The largest contributors to dividend income include Old Republic International Corp - $1.05M, Philip Morris International Inc - $295,760.76, Cisco Systems, Inc - $262,927.31, British American Tobacco p.l.c. ADR - $253,702.78, and Exxon Mobil Corporation - $215,715.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kenneth Donald Ouellette's monthly returns?
Kenneth Donald Ouellette'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 Kenneth Donald Ouellette's strategy be considered aggressive or moderate?
Kenneth Donald Ouellette'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 Kenneth Donald Ouellette's strategy?
Kenneth Donald Ouellette'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.
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