Dennis R. Plyler Portfolio
Invests via FCG Investment Co | Managed by Dennis R. Plyler
Invests via FCG Investment Co
Managed by Dennis R. Plyler
Automatically Tracked
Dennis R. Plyler Profile
Seasoned corporate finance executive and investor with experience advising boards, managing treasury and investor-relations programs, and executing strategic M&A and capital-raising initiatives. Dennis R. Plyler brings a pragmatic, markets-focused perspective combining operating leadership with capital-markets execution, often supporting turnarounds, growth financings and integration planning. Frequently engaged by PE sponsors and public companies for governance, debt structuring and stakeholder communications.
Seasoned corporate finance executive and investor with experience advising boards, managing treasury and investor-relations programs, and executing strategic M&A and capital-raising initiatives. Dennis R. Plyler brings a pragmatic, markets-focused perspective combining operating leadership with capital-markets execution, often supporting turnarounds, growth financings and integration planning. Frequently engaged by PE sponsors and public companies for governance, debt structuring and stakeholder communications.
Investment Philosophy & Strategy
Adopts a pragmatic, markets‑oriented investment philosophy focused on capital preservation and value creation through active capital-structure management and governance improvements. Prefers event-driven opportunities—turnarounds, distressed financings, carve‑outs and growth recapitalizations—where operating input and clearer stakeholder communications accelerate value. Uses rigorous balance-sheet underwriting, stress-tested debt scenarios and milestone‑linked financing to manage risk, while prioritizing multi-year horizons tied to integration and operational improvement. Collaborates with PE sponsors and boards to align incentives and execute exit planning.
Adopts a pragmatic, markets‑oriented investment philosophy focused on capital preservation and value creation through active capital-structure management and governance improvements. Prefers event-driven opportunities—turnarounds, distressed financings, carve‑outs and growth recapitalizations—where operating input and clearer stakeholder communications accelerate value. Uses rigorous balance-sheet underwriting, stress-tested debt scenarios and milestone‑linked financing to manage risk, while prioritizing multi-year horizons tied to integration and operational improvement. Collaborates with PE sponsors and boards to align incentives and execute exit planning.
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:
90.13%
Gain +1.45%
Monthly
1.92%
Yearly
25.6%
Drawdown
22.97%
$296.36M
Equity
Holdings
$296.36M
Investment
$245.66M
$92.85M
Profit +$3.16M
Realized
$42.15M
Unrealized
$50.7M
Dividends
$7.02M
Goals
Avg. 38% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.45%
Profit
$3.16M
Win %
70%
This Week
Compared To Last Week
Gain
1.08%
Profit
$3.16M
Win %
70%
This Month
Compared to last month
Gain
-2.28%
Profit
-$6.91M
Win %
70%
This Year
Compared to last year
Gain
-4.78%
Profit
-$12.62M
Win %
73%
FIX Comfort Systems USA Inc.
+8.74%
+$148,015.56 
BE Bloom Energy Corp. Class A Common Stock
+7.72%
+$11,395.06 
INTC Intel Corporation
+5.66%
+$40,099.35 
GEV GE Vernova Inc.
+5.44%
+$99,887.46 
POWL Powell Industries, Inc.
+5.28%
+$52,130.93 
LRCX Lam Research Corp.
+4.37%
+$79,183.87 
MU Micron Technology Inc.
+4.19%
+$280,950.86 
CLS Celestica Inc.
+4.12%
+$53,792.91 
ANET Arista Networks Inc.
+4.01%
+$75,395.01 
AMAT Applied Materials Inc.
+4.01%
+$56,488.36 
CSCO Cisco Systems, Inc.
+3.74%
+$17,197.58 
PWR Quanta Services, Inc.
+3.67%
+$65,202.63 
GLW Corning Incorporated
+3.52%
+$52,138.06 
SNDK Sandisk Corp.
+3.51%
+$71,282.6 
VRT Vertiv Holdings Co Class A Common Stock
+3.5%
+$39,572.91 
MS Morgan Stanley Common Stock
+3.41%
+$82,577.03 
STRL Sterling Infrastructure, Inc.
+3.3%
+$25,489.31 
AMD Advanced Micro Devices Inc.
+3.14%
+$69,793.84 
AVGO Broadcom Inc.
+2.97%
+$230,078.84 
DB Deutsche Bank AG
+2.87%
+$16,746.35 
GS The Goldman Sachs Group, Inc.
+2.77%
+$97,151.44 
MPWR Monolithic Power Systems Inc.
+2.69%
+$57,978.06 
BWXT BWX Technologies, Inc.
+2.59%
+$5,718.02 
LPG Dorian LPG Ltd.
+2.55%
+$59,291.66 
ACMR ACM Research, Inc. Class A Common Stock
+2.53%
+$10,023.68 
NVDA NVIDIA Corporation
+2.53%
+$546,462.55 
ETN Eaton Corporation plc
+2.43%
+$4,446.09 
FTNT Fortinet, Inc.
+2.3%
+$47,899.5 
BWLP BW LPG Limited
+2.27%
+$10,884.86 
NWG NatWest Group plc Sponsored ADR
+2.23%
+$15,211.5 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V. ADR
+2.07%
+$8,172.6 
XLK State Street Technology Select Sector SPDR ETF
+1.97%
+$14,263.2 
VLO Valero Energy Corporation
+1.85%
+$48,639 
GD General Dynamics Corp.
+1.5%
+$6,333.53 
GILD Gilead Sciences Inc.
+1.44%
+$15,221.45 
NEM Newmont Corporation
+1.42%
+$28,676.55 
OHI Omega Healthcare Investors Inc.
+1.42%
+$6,256.56 
QQQM Invesco NASDAQ 100 ETF
+1.37%
+$148,764.11 
FBCG Fidelity Blue Chip Growth ETF
+1.32%
+$3,650.13 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.32%
+$3,431.75 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.28%
+$55,364.16 
FELG Fidelity Enhanced Large Cap Growth ETF
+1.28%
+$2,466.2 
CAT Caterpillar Inc.
+1.27%
+$42,936.25 
PM Philip Morris International Inc.
+1.27%
+$24,991.34 
MSFT Microsoft Corporation Common Stock
+1.23%
+$238,352.03 
CMI Cummins Inc.
+1.19%
+$5,458.68 
RPRX Royalty Pharma plc Class A Ordinary Shares
+1.17%
+$25,228.5 
JPM JPMorgan Chase & Co.
+1.13%
+$67,828.82 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.12%
+$3,473.58 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.97%
+$114,792.48 
HSBC HSBC Holdings plc Sponsored ADR
+0.9%
+$23,196.16 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.86%
+$6,441.08 
CGDV Capital Group Dividend Value ETF
+0.81%
+$2,351.31 
DFUS Dimensional U.S. Equity Market ETF
+0.8%
+$31,397.97 
SPY State Street SPDR S&P 500 ETF Trust
+0.8%
+$36,264.34 
VTI Vanguard Total Stock Market ETF
+0.79%
+$4,761.23 
EXEL Exelixis Inc.
+0.78%
+$16,442 
CGGR Capital Group Growth ETF
+0.77%
+$3,288.36 
FESM Fidelity Enhanced Small Cap ETF
+0.77%
+$11,979.78 
RIO Rio Tinto plc ADR
+0.75%
+$3,931.87 
VTWG Vanguard Russell 2000 Growth ETF
+0.72%
+$2,536.38 
SPCX Space Exploration Technologies Corp. Class A
+0.71%
+$4,903.45 
AVUV Avantis U.S. Small Cap Value ETF
+0.7%
+$3,377.9 
UBS UBS Group AG
+0.69%
+$11,095.68 
AVDE Avantis International Equity Fund Institutional Class
+0.69%
+$23,607 
XOM ExxonMobil Holdings Corporation
+0.66%
+$3,229.17 
JNJ Johnson & Johnson
+0.65%
+$16,646.85 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.64%
+$3,244.28 
AMZN Amazon.com Inc
+0.63%
+$85,754.76 
LLY Eli Lilly and Company
+0.62%
+$23,316.6 
BRK-B Berkshire Hathaway Inc.
+0.62%
+$2,905.87 
FMDE Fidelity Enhanced Mid Cap Core ETF
+0.62%
+$9,692.04 
RF Regions Financial Corp.
+0.61%
+$2,553.07 
GLD SPDR Gold Shares
+0.47%
+$970.92 
VTV Vanguard Morningstar Value ETF
+0.46%
+$18,716.8 
FCX Freeport-McMoRan Inc.
+0.45%
+$8,084.91 
EIX Edison International
+0.42%
+$8,450.69 
NUE Nucor Corporation
+0.41%
+$9,251.55 
VXUS Vanguard Total International Stock ETF
+0.41%
+$3,271.61 
HBAN HubSpot Inc.
+0.39%
+$22,854.9 
TIGO Millicom International Cellular S.A.
+0.38%
+$12,417.6 
BEDY BNY Mellon Enhanced Dividend and Income ETF
+0.33%
+$7,013.28 
SNEX StoneX Group Inc.
+0.31%
+$5,601.75 
FELV Fidelity Enhanced Large Cap Value ETF
+0.3%
+$11,726.78 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.23%
+$5,857.56 
HRB H&R Block Inc.
+0.2%
+$1,025.8 
ABBV AbbVie Inc.
+0.17%
+$1,527.47 
UTHR United Therapeutics Corporation
+0.17%
+$3,133.02 
F Ford Motor Co.
+0.13%
+$1,898.13 
VCRB Vanguard Core Bond ETF
+0.1%
+$506.77 
D Dominion Energy, Inc.
+0.06%
+$251.96 
CSWC Capital Southwest Corporation
+0.04%
+$174.77 
FLDR Fidelity Low Duration Bond Factor ETF
+0.02%
+$289.95 
JPIE JPMorgan Income ETF
+0.01%
+$24.79 
SGVT Schwab Government Money Market ETF
+0.01%
+$299.62 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PBR Petróleo Brasileiro S.A. - Petrobras
-14.56%
-$87,409.02 
VZ Verizon Communications Inc.
-4.01%
-$13,092.06 
MRK Merck & Co., Inc.
-3.04%
-$62,868.96 
KOF Coca-Cola FEMSA, S.A.B. de C.V. - ADR
-2.24%
-$13,684.6 
XLC State Street Communication Services Select Sector SPDR ETF
-1.47%
-$4,134.74 
AAPL Apple Inc.
-1.21%
-$248,036.95 
MO Altria Group, Inc.
-0.95%
-$8,645.67 
PFE Pfizer Inc.
-0.87%
-$5,666.98 
GOOG Alphabet Inc
-0.72%
-$2,442.6 
GOOGL Alphabet Inc
-0.61%
-$97,610.65 
META Meta Platforms Inc Class A
-0.6%
-$13,168.68 
SO The Southern Company
-0.53%
-$1,733.49 
AZO AutoZone, Inc.
-0.44%
-$1,906.2 
IBM International Business Machines Corporation
-0.36%
-$1,805.44 
NLY Annaly Capital Management, Inc.
-0.35%
-$1,344.65 
SCHD Schwab U.S. Dividend Equity ETF
-0.35%
-$919.62 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.31%
-$2,073.75 
CVX Chevron Corporation
-0.29%
-$6,862.33 
AEP American Electric Power Company, Inc.
-0.28%
-$4,756.35 
BMY Bristol-Myers Squibb Company
-0.28%
-$6,982.41 
COST Costco Wholesale Corp
-0.25%
-$6,070.88 
XLU State Street Utilities Select Sector SPDR ETF
-0.11%
-$613.12 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.08%
-$189.48 
WMT Walmart Inc.
-0.06%
-$1,220.87 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$102.7 
AFG American Financial Group Inc
-0.03%
-$139.7 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$92.1 
CGUI Capital Group Ultra Short Income ETF
-0.02%
-$103.86 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.01%
-$87.31 Events
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Dividends
Dividend Analysis
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| Trades 1034 | Longs Won 655/1034 63% | Profit Factor 5.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $425,131.6 |
| Average Win $176,429.17 | Best Trade (Oct 14) $6.75M | Sharpe Ratio -9.53 |
| Average Loss -$59,923.6 | Worst Trade (Oct 26) -$1.22M | Z-Score -0.04 (3.55%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $89,796.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,950 | 4,455 | 3,960 | 3,465 | 2,970 | 2,475 | 1,980 | 1,485 | 990 | 495 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 58,916 | $13.11M | $20.24M | - | $7.13M | 54.4% | -1.211% |
| ABBV AbbVie Inc. | 3,055 | $633,139.96 | $874,157.7 | - | $241,017.74 | 38.07% | +0.175% |
| ACMR ACM Research, Inc. Class A Common Stock | 7,831 | $184,252.66 | $405,880.73 | - | $221,628.07 | 120.28% | +2.532% |
| AEP American Electric Power Company, Inc. | 12,855 | $1.73M | $1.66M | - | -$66,848.17 | -3.87% | -0.285% |
| AFG American Financial Group Inc | 2,794 | $390,817.04 | $420,692.58 | - | $29,875.54 | 7.64% | -0.033% |
| AMAT Applied Materials Inc. | 3,736 | $1.29M | $1.47M | - | $171,800.98 | 13.28% | +4.008% |
| AMD Advanced Micro Devices Inc. | 4,295 | $2.52M | $2.29M | - | -$228,091.21 | -9.06% | +3.144% |
| AMZN Amazon.com Inc | 54,971 | $10.83M | $13.72M | - | $2.88M | 26.62% | +0.629% |
| ANET Arista Networks Inc. | 10,911 | $1.54M | $1.96M | - | $413,013.76 | 26.77% | +4.009% |
| ASR Grupo Aeroportuario del Sureste S.A.B. de C.V. ADR | 1,590 | $470,562.4 | $403,080.9 | - | -$67,481.5 | -14.34% | +2.069% |
| AVDE Avantis International Equity Fund Institutional Class | 38,700 | $3.46M | $3.46M | - | $2,337.58 | 0.07% | +0.687% |
| AVGO Broadcom Inc. | 24,092 | $3.93M | $7.98M | - | $4.05M | 102.97% | +2.969% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,974 | $489,222.13 | $488,444.34 | - | -$777.79 | -0.16% | +0.696% |
| AZO AutoZone, Inc. | 135 | $349,057 | $430,196.4 | - | $81,139.4 | 23.25% | -0.441% |
| BE Bloom Energy Corp. Class A Common Stock | 764 | $64,611.48 | $159,076.26 | - | $94,464.78 | 146.2% | +7.716% |
| BEDY BNY Mellon Enhanced Dividend and Income ETF | 73,824 | $2.14M | $2.16M | - | $29,265.49 | 1.37% | +0.325% |
| BMY Bristol-Myers Squibb Company | 41,073 | $2.37M | $2.52M | - | $146,871.17 | 6.19% | -0.277% |
| BRK-B Berkshire Hathaway Inc. | 861 | $430,836 | $469,731.46 | - | $38,895.46 | 9.03% | +0.622% |
| BWLP BW LPG Limited | 18,767 | $349,458.6 | $490,757.05 | - | $141,298.45 | 40.43% | +2.268% |
| BWXT BWX Technologies, Inc. | 1,738 | $197,510.85 | $226,774.24 | - | $29,263.39 | 14.82% | +2.587% |
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FAQ
Which stocks have generated the highest profits for Dennis R. Plyler?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $4.72M, Bloom Energy Corp. Class A Common Stock - $4.04M, Super Micro Computer Inc - $3.65M, Meta Platforms Inc Class A - $2.11M, and NRG Energy, Inc - $1.72M. 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: Stellantis N.V - $736,357.81, Arista Networks Inc - $608,119.79, Oscar Health, Inc. Class A Common Stock - $361,344.38, NuScale Power Corporation Class A Common Stock - $343,584.96, and First Solar Inc - $317,980.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dennis R. Plyler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.02M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $343,769.44, JPMorgan Chase & Co - $296,906, Microsoft Corporation Common Stock - $276,810.38, ExxonMobil Holdings Corporation - $246,129.94, and Verizon Communications Inc - $197,388.55. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dennis R. Plyler's monthly returns?
Dennis R. Plyler's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Dennis R. Plyler's strategy be considered aggressive or moderate?
Dennis R. Plyler's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Dennis R. Plyler's strategy?
Dennis R. Plyler's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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