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:
95.44%
Gain -0.28%
Monthly
2.1%
Yearly
28.28%
Drawdown
22.97%
$292.34M
Equity
Holdings
$292.34M
Investment
$228.17M
$100.75M
Profit -$539,528.25
Realized
$36.57M
Unrealized
$64.18M
Dividends
$6.44M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$539,528.25
Win %
81%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.28M
Win %
81%
This Month
Compared to last month
Gain
0.84%
Profit
$2.42M
Win %
81%
This Year
Compared to last year
Gain
-1.28%
Profit
-$1.9M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$1.78M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$183,559.31 
GOOG Alphabet Inc
+6.88%
+$24,394.14 
GOOGL Alphabet Inc
+6.73%
+$981,894.06 
VRT Vertiv Holdings Co
+6.18%
+$69,702.83 
ANET Arista Networks, Inc.
+5.46%
+$89,810.64 
FTNT Fortinet Inc.
+4.99%
+$77,215.6 
META Meta Platforms Inc Class A
+3.28%
+$129,399.85 
MSFT Microsoft Corp.
+3.02%
+$472,368.49 
NVDA NVIDIA Corporation
+2.93%
+$543,387.11 
STRL Sterling Infrastructure, Inc.
+2.76%
+$26,000.9 
LPG Dorian LPG Ltd.
+2.55%
+$43,737.88 
CVX Chevron Corporation
+2.35%
+$38,429.04 
GLW Corning Incorporated
+2.24%
+$28,830.45 
NWG NatWest Group plc Sponsored ADR
+2.21%
+$13,007.66 
CSCO Cisco Systems, Inc.
+2.14%
+$9,710.28 
BWXT Bwx Technologies Inc.
+1.88%
+$4,381.99 
FIX Comfort Systems USA, Inc.
+1.88%
+$37,455.56 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,257.9 
VZ Verizon Communications Inc.
+1.52%
+$4,904.9 
PBR Petrobras S.A. Sponsored ADR
+1.46%
+$5,427.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$60,936.63 
PWR Quanta Services Inc.
+1.43%
+$24,172.29 
AMAT Applied Materials, Inc.
+1.18%
+$21,446.57 
IBM International Business Machines Corporation
+0.86%
+$3,940.29 
BWLP BW LPG Limited
+0.85%
+$3,008.46 
GEV GE Vernova Inc.
+0.85%
+$17,143.53 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$85,350.14 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$120,081.23 
CAT Caterpillar Inc.
+0.7%
+$21,789.77 
BMY Bristol-Myers Squibb Company
+0.69%
+$15,507.45 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$26,136.93 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$85,635.48 
MO Altria Group, Inc.
+0.57%
+$3,799.38 
FELV Fidelity Enhanced Large Cap Value ETF
+0.55%
+$18,725.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,152.5 
OHI Omega Healthcare Investors Inc.
+0.46%
+$1,721.78 
PFE Pfizer Inc.
+0.4%
+$1,570.2 
VLO Valero Energy Corporation
+0.38%
+$6,481.93 
AVGO Broadcom Inc.
+0.37%
+$32,277.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,601.46 
TIGO Millicom International Cellular S.A.
+0.33%
+$10,509 
RF Regions Financial Corporation
+0.32%
+$1,288 
AZO AutoZone Inc.
+0.32%
+$1,306.79 
GD General Dynamics Corporation
+0.32%
+$1,320.04 
MRK Merck & Co., Inc.
+0.32%
+$4,940.21 
JPM JPMorgan Chase & Co.
+0.27%
+$15,632.2 
SO The Southern Company
+0.21%
+$640.6 
JNJ Johnson & Johnson
+0.21%
+$4,636.44 
CMI Cummins Inc.
+0.19%
+$932.1 
MS Morgan Stanley
+0.17%
+$3,987.74 
BEDY BNY Mellon Enhanced Dividend and Income ETF
+0.17%
+$2,921.97 
C Citigroup Inc.
+0.1%
+$199.01 
NUE Nucor Corporation
+0.1%
+$1,750.76 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$1,449.44 
WMT Walmart Inc.
+0.09%
+$1,733.83 
AEP American Electric Power Company, Inc.
+0.06%
+$786.45 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$121.32 
SGVT Schwab Government Money Market ETF
+0.02%
+$117.68 
AFG American Financial Group Inc.
+0.01%
+$48.3 
CSWC Capital Southwest Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.33M 
EIX Edison International
-6.81%
-$165,774.08 
CLS Celestica Inc.
-6%
-$79,460.55 
MU Micron Technology, Inc.
-5.9%
-$349,741.22 
EXEL Exelixis Inc.
-5.25%
-$88,382.31 
SNDK SanDisk Corporation
-5.09%
-$79,914.51 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$8,992.84 
ABBV AbbVie Inc.
-2.51%
-$16,272.05 
NEM Newmont Corporation
-2.14%
-$29,261.7 
AMD Advanced Micro Devices, Inc.
-1.9%
-$32,949.91 
LRCX Lam Research Corporation
-1.58%
-$37,134.79 
NLY Annaly Capital Management, Inc.
-1.56%
-$6,112.8 
UTHR United Therapeutics Corporation
-1.54%
-$20,323.63 
SNEX StoneX Group Inc.
-1.35%
-$27,488.47 
FCX Freeport-McMoRan Inc.
-1.28%
-$19,143.54 
UBS UBS Group AG
-1.22%
-$19,215.95 
F Ford Motor Company
-1.21%
-$18,565.74 
RPRX Royalty Pharma plc
-1%
-$17,761.36 
XOM Exxon Mobil Corporation
-0.97%
-$4,230.45 
DB Deutsche Bank AG
-0.89%
-$4,954.93 
GILD Gilead Sciences Inc.
-0.81%
-$6,658.55 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$3,071.89 
D Dominion Energy, Inc.
-0.8%
-$2,985.92 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
-0.78%
-$3,363.45 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$11,884.16 
BE Bloom Energy Corporation
-0.63%
-$13,347.59 
GS The Goldman Sachs Group, Inc.
-0.63%
-$21,837.57 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$15,373.06 
PM Philip Morris International Inc.
-0.61%
-$10,002.78 
ATEX Anterix Inc.
-0.6%
-$6,026.75 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,860.46 
HRB H&R Block Inc.
-0.59%
-$2,259.41 
LLY Eli Lilly and Company
-0.53%
-$16,477.44 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$4,998 
AVDE Avantis International Equity ETF
-0.46%
-$14,671.02 
FESM Fidelity Enhanced Small Cap ETF
-0.43%
-$6,550.8 
HD The Home Depot, Inc.
-0.42%
-$973.01 
ASR Grupo Aeroportuario del Sureste S.A.B. de C.V.
-0.34%
-$1,269.94 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,870.44 
POWL Powell Industries Inc.
-0.3%
-$3,044.87 
VTV Vanguard Value ETF
-0.27%
-$10,259.93 
CGUI Capital Group Ultra Short Income ETF
-0.26%
-$1,380.92 
VCRB Vanguard Core Bond ETF
-0.25%
-$745.18 
CENX Century Aluminum Company
-0.24%
-$3,015.1 
COST Costco Wholesale Corporation
-0.24%
-$5,506.13 
HBAN Huntington Bancshares Incorporated
-0.23%
-$15,035.74 
ACMR Acm Research Inc.
-0.23%
-$1,462.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,542.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,769.76 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,363.7 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$3,960.16 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$979.61 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$271.28 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$147.58 
VO Vanguard Mid-Cap ETF
-0.05%
-$243.84 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$269.1 Events
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Dividends
Dividend Analysis
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| Trades 914 | Longs Won 601/914 65% | Profit Factor 7.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $450,281.58 |
| Average Win $195,456.89 | Best Trade (Sep 08) $7.1M | Sharpe Ratio -9.06 |
| Average Loss -$53,430.26 | Worst Trade (Aug 02) -$1.3M | Z-Score 1.09 (72.57%) |
| Commissions $0 | Avg. Trade Length 10m 2w 4d | Expectancy $110,225.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,464 | 4,918 | 4,372 | 3,825 | 3,279 | 2,732 | 2,186 | 1,639 | 1,093 | 546 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 54,152 | $11.52M | $16.73M | - | $5.21M | 45.19% | -7.354% |
| ABBV AbbVie Inc. | 2,515 | $491,881.44 | $631,114.1 | - | $139,232.66 | 28.31% | -2.513% |
| ACMR Acm Research Inc. | 8,125 | $191,114.62 | $637,568.75 | - | $446,454.13 | 233.61% | -0.229% |
| AEP American Electric Power Company, Inc. | 11,235 | $1.54M | $1.44M | - | -$100,665.25 | -6.55% | +0.055% |
| AFG American Financial Group Inc. | 2,415 | $338,985.06 | $342,253.8 | - | $3,268.74 | 0.96% | +0.014% |
| AMAT Applied Materials, Inc. | 3,635 | $1.24M | $1.85M | - | $602,973.9 | 48.53% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,566 | $2.07M | $1.7M | - | -$373,574.14 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 49,329 | $9.43M | $13.4M | - | $3.97M | 42.08% | +15.321% |
| ANET Arista Networks, Inc. | 9,626 | $1.28M | $1.74M | - | $454,551.97 | 35.47% | +5.456% |
| ASR Grupo Aeroportuario del Sureste S.A.B. de C.V. | 1,351 | $414,352 | $372,362.62 | - | -$41,989.38 | -10.13% | -0.34% |
| ATEX Anterix Inc. | 10,762 | $828,889.21 | $1M | - | $172,192 | 20.77% | -0.598% |
| AVDE Avantis International Equity ETF | 34,931 | $3.12M | $3.19M | - | $70,172.51 | 2.25% | -0.458% |
| AVGO Broadcom Inc. | 22,415 | $3.34M | $8.73M | - | $5.38M | 161.04% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,033 | $378,397 | $379,974.24 | - | $1,577.24 | 0.42% | +0.032% |
| AZO AutoZone Inc. | 135 | $349,057 | $407,193.75 | - | $58,136.75 | 16.66% | +0.322% |
| BE Bloom Energy Corporation | 10,189 | $861,683.75 | $2.1M | - | $1.24M | 143.36% | -0.632% |
| BEDY BNY Mellon Enhanced Dividend and Income ETF | 59,632 | $1.73M | $1.77M | - | $38,277.8 | 2.21% | +0.166% |
| BMY Bristol-Myers Squibb Company | 34,461 | $1.96M | $2.25M | - | $291,922.21 | 14.9% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 861 | $430,836 | $440,435.94 | - | $9,599.94 | 2.23% | +0.365% |
| BWLP BW LPG Limited | 15,834 | $275,987 | $357,215.04 | - | $81,228.04 | 29.43% | +0.849% |
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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: Super Micro Computer Inc - $3.65M, SPDR S&P 500 ETF Trust - $2.29M, Bloom Energy Corporation - $2.23M, NRG Energy, Inc - $1.72M, and Lam Research Corporation - $1.7M. 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 - $361,344.38, NuScale Power Corporation - $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 $6.44M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $301,295.32, Microsoft Corp - $276,810.38, JPMorgan Chase & Co - $266,981.6, Exxon Mobil Corporation - $246,129.94, and Verizon Communications Inc - $192,213.89. 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.
