KDO
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:
36.92%
Gain -0.2%
Monthly
1.85%
Yearly
24.73%
Drawdown
16.71%
$160.25M
Equity
Holdings
$160.25M
Investment
$111.21M
$50.76M
Profit -$375,540.53
Realized
$1.73M
Unrealized
$49.04M
Dividends
$4.29M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$375,540.53
Win %
72%
This Week
Compared To Last Week
Gain
1.21%
Profit
$1.92M
Win %
72%
This Month
Compared to last month
Gain
1.21%
Profit
$1.92M
Win %
72%
This Year
Compared to last year
Gain
19.93%
Profit
$26.63M
Win %
72%
KLAC KLA Corporation
+3.91%
+$27,283.41 
QCOM QUALCOMM Incorporated
+3.81%
+$299,547.22 
AMAT Applied Materials, Inc.
+2.19%
+$17,109.12 
EOG EOG Resources, Inc.
+2.11%
+$35,157.07 
XOM Exxon Mobil Corporation
+2.11%
+$94,616.85 
IBB iShares Biotechnology ETF
+1.97%
+$3,691.89 
DOW Dow Inc.
+1.96%
+$46,768.36 
CAT Caterpillar Inc.
+1.83%
+$54,960.17 
MO Altria Group, Inc.
+1.68%
+$5,057.6 
MU Micron Technology, Inc.
+1.45%
+$201,342.05 
CMI Cummins Inc.
+1.44%
+$43,782.05 
PM Philip Morris International Inc.
+1.43%
+$72,681.36 
CVX Chevron Corporation
+1.19%
+$31,637.62 
DHR Danaher Corporation
+1.16%
+$5,680.55 
BRK-A Berkshire Hathaway Inc.
+0.91%
+$6,400.08 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$13,480.42 
ABBV AbbVie Inc.
+0.78%
+$17,227.82 
CSX CSX Corporation
+0.65%
+$13,169.7 
HD The Home Depot, Inc.
+0.48%
+$4,109.97 
JNJ Johnson & Johnson
+0.31%
+$1,296.4 
CB Chubb Limited
+0.17%
+$6,307.74 
TTE TotalEnergies SE
+0.17%
+$3,369.3 
ABT Abbott Laboratories
+0.06%
+$141.96 
SO The Southern Company
+0.01%
+$44.87 
CHK Expand Energy Corporation
0%
$0 
DUK Duke Energy Corporation
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
Q
0%
$0 
IBM International Business Machines Corporation
-7.1%
-$22,795.5 
PLTR Palantir Technologies Inc.
-6.53%
-$13,405.5 
HON Honeywell International Inc.
-5.09%
-$87,057.81 
T AT&T Inc.
-4.38%
-$35,142.12 
BX Blackstone Inc.
-4.01%
-$77,434.17 
NVDA NVIDIA Corporation
-3.55%
-$109,161.36 
AXP American Express Company
-3.33%
-$10,391.7 
MSFT Microsoft Corp.
-3.11%
-$28,510.16 
BTI British American Tobacco p.l.c. ADR
-3.01%
-$113,225.84 
SBCF Seacoast Banking Corporation of Florida
-2.98%
-$15,570.9 
BABA Alibaba Group Holding Limited SP ADR
-2.69%
-$15,576 
VZ Verizon Communications Inc.
-2.54%
-$38,142.5 
AMZN Amazon.com Inc
-2.53%
-$7,442.5 
SAN Banco Santander S.A. Sponsored ADR
-2.02%
-$16,393 
ALB Albemarle Corporation
-1.96%
-$7,315.51 
GS The Goldman Sachs Group, Inc.
-1.93%
-$5,340.39 
DIS The Walt Disney Company
-1.92%
-$7,531.04 
PRU Prudential Financial, Inc.
-1.84%
-$54,554.85 
UBS UBS Group AG
-1.73%
-$50,215.23 
FITB Fifth Third Bancorp
-1.63%
-$29,396.18 
AAPL Apple Inc.
-1.57%
-$291,761.34 
VWO Vanguard FTSE Emerging Markets ETF
-1.41%
-$4,448.78 
DD DuPont de Nemours Inc.
-1.39%
-$4,929.52 
FDX FedEx Corporation
-1.32%
-$4,405.1 
CSCO Cisco Systems, Inc.
-1.17%
-$119,871 
CGXU Capital Group International Focus Equity ETF
-1.14%
-$5,776.49 
RTX RTX Corporation
-0.91%
-$52,050.27 
GE General Electric Company
-0.87%
-$1,999.25 
GOOGL Alphabet Inc
-0.79%
-$26,063.18 
GOOG Alphabet Inc
-0.76%
-$29,151.47 
MRK Merck & Co., Inc.
-0.73%
-$6,725.2 
NUV Nuveen Municipal Value Fund, Inc.
-0.6%
-$1,621.18 
CGDV Capital Group Dividend Value ETF
-0.55%
-$14,321.61 
AVGO Broadcom Inc.
-0.49%
-$38,457.9 
ED Consolidated Edison, Inc.
-0.25%
-$1,338.22 
ORI Old Republic International Corp.
-0.24%
-$15,234.39 
LMT Lockheed Martin Corporation
-0.2%
-$2,534 
CGCB Capital Group Core Bond ETF
-0.19%
-$488.3 
GD General Dynamics Corporation
-0.13%
-$1,500.84 
BAC Bank of America Corporation
-0.11%
-$2,092.44 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 309 | Longs Won 218/309 70% | Profit Factor 19.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $740,213.46 |
| Average Win $245,539.06 | Best Trade (Jun 03) $8.26M | Sharpe Ratio -9.45 |
| Average Loss -$30,357.87 | Worst Trade (Mar 24) -$1.12M | Z-Score 7.01 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $164,287.86 |
| 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 | 5,291 | 4,762 | 4,233 | 3,704 | 3,175 | 2,646 | 2,116 | 1,587 | 1,058 | 529 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
