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:
1.34%
Gain
Monthly
0.07%
Yearly
0.87%
Drawdown
31.41%
$161.34M
Equity
Holdings
$161.34M
Investment
$116.43M
$46.39M
Profit -$539,208.77
Realized
$1.48M
Unrealized
$44.91M
Dividends
$4.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$539,208.77
Win %
76%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$1.39M
Win %
76%
This Month
Compared to last month
Gain
-1.26%
Profit
-$2.05M
Win %
76%
This Year
Compared to last year
Gain
14.69%
Profit
$20.68M
Win %
76%
ABT Abbott Laboratories
+10.7%
+$24,438.45 
BTI British American Tobacco p.l.c. ADR
+7.54%
+$295,968.3 
PM Philip Morris International Inc.
+4.98%
+$281,493 
ABBV AbbVie Inc.
+4.24%
+$106,491.66 
IBM International Business Machines Corporation
+3.79%
+$7,841.8 
MO Altria Group, Inc.
+3.55%
+$10,881.72 
SBCF Seacoast Banking Corporation of Florida
+3.31%
+$19,031.1 
MRK Merck & Co., Inc.
+3.29%
+$32,300.49 
CSX CSX Corporation
+2.95%
+$59,711.08 
ORI Old Republic International Corp.
+2.9%
+$198,530.28 
DIS The Walt Disney Company
+2.66%
+$9,989.76 
T AT&T Inc.
+2.61%
+$18,225.2 
FITB Fifth Third Bancorp
+2.43%
+$50,547.09 
VZ Verizon Communications Inc.
+2.42%
+$32,574.56 
DHR Danaher Corporation
+2.12%
+$11,870.25 
SCO ProShares UltraShort Bloomberg Crude Oil
+1.89%
+$7,623.75 
HD The Home Depot, Inc.
+1.87%
+$17,453.8 
ED Consolidated Edison, Inc.
+1.84%
+$10,448.41 
CB Chubb Limited
+1.78%
+$70,217.28 
AAPL Apple Inc.
+1.76%
+$338,924.16 
HON Honeywell International Inc.
+1.57%
+$12,701.85 
SO The Southern Company
+1.55%
+$6,595.89 
FDX FedEx Corporation
+1.53%
+$4,878.55 
BX Blackstone Inc.
+1.52%
+$32,238.72 
MSFT Microsoft Corp.
+1.38%
+$11,295.57 
DUK Duke Energy Corporation
+1.37%
+$22,117.14 
CVX Chevron Corporation
+1.26%
+$32,307.6 
JNJ Johnson & Johnson
+1.04%
+$4,764.78 
XOM Exxon Mobil Corporation
+1%
+$43,250.29 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$18,872.21 
GD General Dynamics Corporation
+0.87%
+$10,845.8 
AXP American Express Company
+0.86%
+$3,118.6 
BRK-A Berkshire Hathaway Inc.
+0.75%
+$5,504.55 
EOG EOG Resources, Inc.
+0.73%
+$12,018 
EXE Expand Energy Corporation
+0.63%
+$11,036.3 
AZN AstraZeneca PLC American Depositary Shares
+0.5%
+$29,100.12 
MU Micron Technology, Inc.
-5.65%
-$664,755.12 
AVGO Broadcom Inc.
-5.03%
-$321,702.09 
GS The Goldman Sachs Group, Inc.
-4.88%
-$14,670.81 
GOOGL Alphabet Inc
-4.44%
-$149,835.38 
GOOG Alphabet Inc
-4.43%
-$178,579.6 
ALB Albemarle Corporation
-4.24%
-$11,511.04 
QCOM QUALCOMM Incorporated
-4.1%
-$239,294.25 
GE General Electric Company
-4.07%
-$10,525.56 
CAT Caterpillar Inc.
-4%
-$120,110.64 
Q Qnity Electronics Inc.
-3.39%
-$17,226.4 
AMAT Applied Materials, Inc.
-3.19%
-$30,210.5 
UBS UBS Group AG
-2.81%
-$92,522.56 
CMI Cummins Inc.
-2.76%
-$83,367.37 
NVDA NVIDIA Corporation
-2.4%
-$74,271.3 
KLAC KLA Corporation
-2.29%
-$17,288.1 
AMZN Amazon.com Inc
-1.99%
-$6,078.93 
CSCO Cisco Systems, Inc.
-1.89%
-$168,329.47 
TTE TotalEnergies SE
-1.88%
-$33,731.89 
CGXU Capital Group International Focus Equity ETF
-1.76%
-$9,275.4 
SAN Banco Santander S.A. Sponsored ADR
-1.41%
-$12,823.2 
DOW Dow Inc.
-1.33%
-$27,133.34 
JPM JPMorgan Chase & Co.
-1.1%
-$52,922.14 
RTX RTX Corporation
-0.78%
-$50,050.89 
NUV Nuveen Municipal Value Fund, Inc.
-0.43%
-$6,124.32 
DD DuPont de Nemours, Inc.
-0.41%
-$1,337.18 
LMT Lockheed Martin Corporation
-0.22%
-$2,841.44 
CGDV Capital Group Dividend Value ETF
-0.18%
-$4,714.56 
BABA Alibaba Group Holding Limited SP ADR
-0.16%
-$843.98 
BAC Bank of America Corporation
-0.13%
-$2,792.64 
CGCB Capital Group Core Bond ETF
-0.04%
-$97.66 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$108.88 Events
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Dividends
Dividend Analysis
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| Trades 366 | Longs Won 271/366 74% | Profit Factor 11.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $582,720.01 |
| Average Win $187,381.41 | Best Trade (Jul 10) $7.53M | Sharpe Ratio -11.09 |
| Average Loss -$46,238.7 | Worst Trade (Jul 15) -$1.13M | Z-Score 9.38 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $126,742.31 |
| 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 | 3,484 | 3,136 | 2,787 | 2,439 | 2,091 | 1,742 | 1,394 | 1,045 | 697 | 348 |
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Returns
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