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:
45.2%
Gain -0.53%
Monthly
1.88%
Yearly
25.09%
Drawdown
15.94%
$165.41M
Equity
Holdings
$165.41M
Investment
$119.36M
$48.22M
Profit -$861,289.6
Realized
$2.18M
Unrealized
$46.05M
Dividends
$4.95M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$861,289.6
Win %
73%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$861,289.6
Win %
73%
This Month
Compared to last month
Gain
0.82%
Profit
$1.34M
Win %
73%
This Year
Compared to last year
Gain
-0.95%
Profit
-$1.53M
Win %
73%
ETN Eaton Corporation plc
+7.32%
+$15,457.26 
GOOG Alphabet Inc
+6.88%
+$244,814.26 
GOOGL Alphabet Inc
+6.73%
+$204,005.13 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$28,197.15 
MSFT Microsoft Corp.
+3.02%
+$26,055.04 
NVDA NVIDIA Corporation
+2.93%
+$80,785.18 
CVX Chevron Corporation
+2.35%
+$63,831.44 
EOG EOG Resources, Inc.
+2.19%
+$38,195.1 
CSCO Cisco Systems, Inc.
+2.14%
+$193,853.25 
ORCL Oracle Corporation
+1.81%
+$9,586.5 
EXE Expand Energy Corporation
+1.74%
+$35,249.32 
VZ Verizon Communications Inc.
+1.52%
+$22,024.1 
LMT Lockheed Martin Corporation
+1.5%
+$21,894.31 
GE General Electric Company
+1.42%
+$2,912.37 
KLAC KLA Corporation
+1.38%
+$7,910.76 
HONA Honeywell Aerospace Inc.
+1.18%
+$8,726.52 
AMAT Applied Materials, Inc.
+1.18%
+$9,546.23 
VUG Vanguard Growth ETF
+1.1%
+$2,245.02 
NBIS Nebius Group N.V.
+1.05%
+$1,584.01 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$2,130.98 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,896.88 
TTE TotalEnergies SE
+0.95%
+$18,657.59 
IBM International Business Machines Corporation
+0.86%
+$1,879.42 
CAT Caterpillar Inc.
+0.7%
+$18,642.93 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,908.16 
DOW Dow Inc.
+0.67%
+$13,688.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,260.96 
CGDV Capital Group Dividend Value ETF
+0.63%
+$16,265.7 
MO Altria Group, Inc.
+0.57%
+$1,557.27 
Q Qnity Electronics Inc.
+0.51%
+$2,362.1 
CSX CSX Corporation
+0.42%
+$8,588.37 
RTX RTX Corporation
+0.39%
+$27,659.52 
AVGO Broadcom Inc.
+0.37%
+$22,932 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,730.16 
BAC Bank of America Corporation
+0.36%
+$7,719.14 
GD General Dynamics Corporation
+0.32%
+$4,154.1 
MRK Merck & Co., Inc.
+0.32%
+$3,230.06 
JPM JPMorgan Chase & Co.
+0.27%
+$12,835.7 
SO The Southern Company
+0.21%
+$897.4 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$983.68 
CMI Cummins Inc.
+0.19%
+$5,535.28 
T AT&T Inc.
+0.17%
+$1,296.32 
MS Morgan Stanley
+0.17%
+$371.88 
CB Chubb Limited
+0.15%
+$6,157.54 
WMT Walmart Inc.
+0.09%
+$278.11 
ABT Abbott Laboratories
+0.09%
+$218.16 
DIS The Walt Disney Company
+0.03%
+$115.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.41M 
MU Micron Technology, Inc.
-5.9%
-$667,781.66 
QCOM QUALCOMM Incorporated
-2.63%
-$130,050.39 
ABBV AbbVie Inc.
-2.51%
-$66,951.56 
IBB iShares Biotechnology ETF
-1.87%
-$4,057.66 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$72,567.04 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,266.43 
DD DuPont de Nemours, Inc.
-1.32%
-$4,360.8 
UBS UBS Group AG
-1.22%
-$38,883.65 
TXN Texas Instruments Inc
-1.08%
-$2,458.3 
SCO ProShares UltraShort Bloomberg Crude Oil
-1.02%
-$3,990 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$59,017.2 
XOM Exxon Mobil Corporation
-0.97%
-$45,791.37 
ED Consolidated Edison, Inc.
-0.74%
-$4,169.07 
DUK Duke Energy Corporation
-0.67%
-$10,843.56 
CGCB Capital Group Core Bond ETF
-0.66%
-$1,660.22 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,691.28 
PM Philip Morris International Inc.
-0.61%
-$38,290.68 
DHR Danaher Corporation
-0.61%
-$3,287.97 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$2,794.5 
HD The Home Depot, Inc.
-0.42%
-$3,712.74 
ORI Old Republic International Corp.
-0.39%
-$29,228.78 
AXP American Express Company
-0.38%
-$1,145.53 
FDX FedEx Corporation
-0.37%
-$1,170.7 
VTV Vanguard Value ETF
-0.27%
-$1,154.02 
BX Blackstone Inc.
-0.25%
-$5,337.72 
FITB Fifth Third Bancorp
-0.16%
-$3,226.41 
ALB Albemarle Corporation
-0.1%
-$260.76 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$221.5 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$658.21 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$110.04 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$65.26 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$55.77 Events
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Dividends
Dividend Analysis
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| Trades 439 | Longs Won 317/439 72% | Profit Factor 13.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $547,719.5 |
| Average Win $164,784.58 | Best Trade (Aug 17) $7.3M | Sharpe Ratio -9.79 |
| Average Loss -$32,893.15 | Worst Trade (Aug 03) -$1.42M | Z-Score 8.38 (100%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $109,849.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,025 | 4,523 | 4,020 | 3,518 | 3,015 | 2,513 | 2,010 | 1,508 | 1,005 | 503 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 57,540 | $14.39M | $17.77M | - | $3.38M | 23.52% | -7.354% |
| ABBV AbbVie Inc. | 10,348 | $1.85M | $2.6M | - | $748,635.7 | 40.51% | -2.513% |
| ABT Abbott Laboratories | 2,424 | $276,532.32 | $256,216.8 | - | -$20,315.52 | -7.35% | +0.085% |
| ALB Albemarle Corporation | 2,173 | $307,425.25 | $255,631.72 | - | -$51,793.53 | -16.85% | -0.102% |
| AMAT Applied Materials, Inc. | 1,618 | $269,661.15 | $821,410.08 | - | $551,748.93 | 204.61% | +1.176% |
| ASML ASML Holding N.V. New York Registry Shares | 101 | $201,037 | $164,529 | - | -$36,508 | -18.16% | -1.359% |
| AVGO Broadcom Inc. | 15,925 | $3.69M | $6.2M | - | $2.51M | 67.91% | +0.371% |
| AXP American Express Company | 902 | $249,582.07 | $303,297.5 | - | $53,715.43 | 21.52% | -0.376% |
| AZN AstraZeneca PLC American Depositary Shares | 34,716 | $6.85M | $5.89M | - | -$956,869.16 | -13.98% | -0.992% |
| BABA Alibaba Group Holding Limited SP ADR | 4,755 | $819,324.28 | $581,298.75 | - | -$238,025.53 | -29.05% | +5.098% |
| BAC Bank of America Corporation | 35,087 | $1.55M | $2.17M | - | $627,285.6 | 40.57% | +0.356% |
| BRK-A Berkshire Hathaway Inc. | 1 | $680,920 | $766,600 | - | $85,680 | 12.58% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 4,156 | $1.92M | $2.13M | - | $207,324.25 | 10.81% | +0.365% |
| BTI British American Tobacco p.l.c. ADR | 69,776 | $3.45M | $4.23M | - | $783,938.76 | 22.74% | -1.686% |
| BX Blackstone Inc. | 16,680 | $2.87M | $2.13M | - | -$742,772.91 | -25.85% | -0.25% |
| CAT Caterpillar Inc. | 3,288 | $1.19M | $2.68M | - | $1.49M | 124.37% | +0.701% |
| CB Chubb Limited | 11,618 | $3.21M | $4.07M | - | $861,119.88 | 26.8% | +0.151% |
| CGCB Capital Group Core Bond ETF | 9,766 | $251,953.9 | $251,474.5 | - | -$479.4 | -0.19% | -0.656% |
| CGDV Capital Group Dividend Value ETF | 52,470 | $1.85M | $2.6M | - | $744,765.86 | 40.16% | +0.63% |
| CGXU Capital Group International Focus Equity ETF | 15,525 | $399,951.14 | $519,621.75 | - | $119,670.61 | 29.92% | -0.535% |
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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: Old Republic International Corp - $1M, AZN - $774,236.87, Philip Morris International Inc - $242,653.56, Bank of Nova Scotia - $238,173.12, and Cisco Systems, Inc - $233,595.41. 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 - $111,720, Eaton Corporation plc - $29,423.09, Prudential Financial, Inc - $13,403.53, iShares Biotechnology ETF - $7,165.2, and Palantir Technologies Inc - $6,557. 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 $4.95M earned over time. The largest contributors to dividend income include Old Republic International Corp - $993,326.3, Philip Morris International Inc - $242,653.56, Cisco Systems, Inc - $229,533.11, Prudential Financial, Inc - $196,601.95, and British American Tobacco p.l.c. ADR - $195,490.36. 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.
