SW
Steve Wilkes Portfolio
Invests via Hutchinson Capital MANAGEMENT/CA | Managed by Steve Wilkes, Gage Houser, Stuart Crandall
Invests via Hutchinson Capital MANAGEMENT/CA
Managed by Steve Wilkes, Gage Houser, Stuart Crandall
Automatically Tracked
Steve Wilkes Profile
With a career rooted in technology and entrepreneurship, Steve Wilkes has established himself as a leading innovator in digital solutions. His extensive experience spans several high-growth startups where he successfully spearheaded product development and market expansion efforts. As an advocate for transformative technology, he drives initiatives that intersect tech innovation with strategic business objectives. Beyond his operational roles, his insight into market dynamics fosters collaborative ecosystems among emerging ventures and established enterprises alike. This unique blend of operational expertise and visionary leadership positions him as a significant influencer within the investment landscape.
With a career rooted in technology and entrepreneurship, Steve Wilkes has established himself as a leading innovator in digital solutions. His extensive experience spans several high-growth startups where he successfully spearheaded product development and market expansion efforts. As an advocate for transformative technology, he drives initiatives that intersect tech innovation with strategic business objectives. Beyond his operational roles, his insight into market dynamics fosters collaborative ecosystems among emerging ventures and established enterprises alike. This unique blend of operational expertise and visionary leadership positions him as a significant influencer within the investment landscape.
Investment Philosophy & Strategy
Grounded in the realm of transformative technology, investment decisions often reflect a forward-thinking approach. Steve Wilkes employs a unique blend of operational acumen and innovative foresight, focusing on sectors where digital solutions can fundamentally reshape business landscapes. His entrepreneurial journey emphasizes a keen eye for scalable models that adapt to evolving consumer demands while fostering cross-industry collaboration. This strategy not only prioritizes high-growth opportunities but also enhances market adaptability amidst rapid technological advancements.
Grounded in the realm of transformative technology, investment decisions often reflect a forward-thinking approach. Steve Wilkes employs a unique blend of operational acumen and innovative foresight, focusing on sectors where digital solutions can fundamentally reshape business landscapes. His entrepreneurial journey emphasizes a keen eye for scalable models that adapt to evolving consumer demands while fostering cross-industry collaboration. This strategy not only prioritizes high-growth opportunities but also enhances market adaptability amidst rapid technological advancements.
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:
66.15%
Gain +0.97%
Monthly
-0.16%
Yearly
-1.85%
Drawdown
66.46%
$753.84M
Equity
Holdings
$753.84M
Investment
$488.08M
-$550.99M
Profit +$2.83M
Realized
-$831.4M
Unrealized
$280.41M
Dividends
$159.11M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.97%
Profit
$2.83M
Win %
75%
This Week
Compared To Last Week
Gain
0.72%
Profit
$5.37M
Win %
75%
This Month
Compared to last month
Gain
3.47%
Profit
$25.28M
Win %
75%
This Year
Compared to last year
Gain
5.07%
Profit
$36.43M
Win %
76%
BRE
BRE
+97.16%
+$7.92M ENRN
ENRNQ
+41.45%
+$42,554.6 CB
CB
+39.42%
+$105,008.28 S
S
+36.26%
+$121,093.54 PD
PD
+22.36%
+$615.34 2397
239753106
+22.21%
+$79,401.83 WWY
WWY
+21.33%
+$33,118.93 ABS
ABS
+20.23%
+$9,072.12 NREB
NREB
+16.88%
+$1,278.67 MAY
MAY
+10.42%
+$103,370.53 SBF
SBF
+8.23%
+$23,138.48 RD
RD
+8.13%
+$13,657.83 3453
345370100
+6.1%
+$13,254.2 
VEEV Veeva Systems Inc.
+5.27%
+$51,885.12 0266
026609107
+4.96%
+$2,896.01 
ACN Accenture plc Class A
+4.63%
+$499,204.66 
ADBE Adobe Inc.
+4.57%
+$570,226.62 
ZTS Zoetis Inc.
+4.16%
+$339,116.72 
LLY Eli Lilly and Company
+3.55%
+$22,763.96 
NVO Novo Nordisk A/S Sponsored ADR
+2.89%
+$206,783.5 
CAG Conagra Brands Inc.
+2.46%
+$262.14 
ABT Abbott Laboratories
+2.29%
+$153,160.98 
BA Boeing Company
+2.2%
+$31,546.57 
BMY Bristol-Myers Squibb Company
+2.18%
+$17,656.42 
V Visa Inc. Class A
+2.13%
+$25,234.56 
ORLY O'Reilly Automotive Inc.
+2.09%
+$5,399.23 
MU Micron Technology, Inc.
+1.87%
+$8,794.53 
BHRB Burke & Herbert Financial Services Corp.
+1.81%
+$321,259.2 
MCD McDonald's Corporation
+1.76%
+$533,504.32 
GE General Electric Company
+1.62%
+$18,467.71 
EMN Eastman Chemical Company
+1.57%
+$396 
DIS The Walt Disney Company
+1.55%
+$5,470.53 
MKL Markel Group Inc.
+1.53%
+$150,481.18 
ABBV AbbVie Inc.
+0.59%
+$1,389.29 
SCHP Schwab U.S. TIPS ETF
+0.47%
+$8,863.2 
GOOGL Alphabet Inc
+0.45%
+$140,288.2 
PG Procter & Gamble Co
+0.35%
+$14,524.45 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$9,651.24 
VOO Vanguard S&P 500 ETF
+0.28%
+$1,709.99 
RTX RTX Corporation
+0.26%
+$517.92 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$35,804.5 
JPM JPMorgan Chase & Co.
+0.07%
+$1,157.5 
DE Deere & Company
+0.04%
+$3,711.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.01%
+$824.09 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$41.88 
AMGN Amgen Inc.
0%
-$0.01 
AMTX Aemetis Inc.
0%
$0 
AMZN Amazon.com Inc
0%
+$0.15 
BAC Bank of America Corporation
0%
$0 
BX Blackstone Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.02 
COF Capital One Financial Corporation
0%
+$0.44 
COST Costco Wholesale Corporation
0%
$0 
CVX Chevron Corporation
0%
-$0.13 
CWT California Water Service Group
0%
$0 
DOW Dow Inc.
0%
$0 
FMCC Freddie Mac
0%
$0 
GM General Motors Company
0%
+$0.01 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
-$0.04 
GPC Genuine Parts Company
0%
$0 
HD The Home Depot, Inc.
0%
+$0.01 
HUBB Hubbell Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
MA Mastercard Incorporated
0%
-$0.23 
MSFT Microsoft Corp.
0%
$0 
PCG PG&E Corporation
0%
$0 
PFGC Performance Food Group Co.
0%
+$0.01 
PFE Pfizer Inc.
0%
$0 
PGR Progressive Corporation
0%
+$1.01 
PM Philip Morris International Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
+$0.07 
RSG Republic Services, Inc.
0%
$0 
SLB Schlumberger Limited
0%
$0 
SRE Sempra
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VRSN Verisign Inc.
0%
$0 
WAT Waters Corporation
0%
-$0.46 
WFC Wells Fargo & Company
0%
$0 
WRB W.R. Berkley Corporation
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XOM Exxon Mobil Corporation
0%
-$0.77 
YUM Yum! Brands, Inc.
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFGR Dimensional Global Real Estate ETF
0%
$0 
DFAR Dimensional US Real Estate ETF
0%
$0 
DFAW Dimensional World Equity ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DCOR Dimensional US Core Equity 1 ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIHP Dimensional International High Profitability Portfolio
0%
$0 
DUHP Dimensional US High Profitability ETF
0%
$0 
EWU iShares MSCI United Kingdom ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
IAU iShares Gold Trust
0%
$0 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
INFL Horizon Kinetics Inflation Beneficiaries ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
VFINX Vanguard 500 Index Fund Investor Shares
0%
$0 
MTBA Simplify MBS ETF
0%
$0 
DCRE DoubleLine Commercial Real Estate ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 6070
607059102
0%
$0 8959
895953107
0%
$0 HPQ
HPQ
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
-$0.02 
TY Tri-Continental Corporation
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 MOT
MOT
-99.04%
-$91.95M 3518
351807102
-97.12%
-$37.83M 
JCP JC Penney Co Inc
-96.03%
-$10.5M 0778
077853109
-93.15%
-$73.57M 1667
166751107
-89.24%
-$11.02M 3022
302290101
-54.02%
-$1.29M 4385
438506107
-48.18%
-$2.18M EKDK
EKDKQ
-44.45%
-$65,146.22 0081
008117103
-40.57%
-$433,712.85 4825
482584109
-40.02%
-$10,432.08 0460
046008108
-23.8%
-$20,587.89 
UTX United Technologies Corp
-17.15%
-$140,605.15 3374
337477103
-14.54%
-$442,510.9 LUK
LUK
-9.63%
-$2,159.9 3623
362320103
-8.12%
-$5,617.06 
SJT San Juan Basin Royalty Trust
-6.33%
-$5,075 
PSX Phillips 66
-2.72%
-$11,463.52 
WDC Western Digital Corporation
-2.1%
-$2,402.1 
NVDA NVIDIA Corporation
-1.84%
-$23,947.88 
GEV GE Vernova Inc.
-1.63%
-$3,528.2 
AMD Advanced Micro Devices, Inc.
-1.5%
-$6,408.15 
MRK Merck & Co., Inc.
-1.48%
-$5,738.63 
TSLA Tesla, Inc.
-1.29%
-$2,298.64 
BP BP p.l.c. Sponsored ADR
-0.76%
-$5,452.32 
PEP PepsiCo, Inc.
-0.69%
-$3,474.56 
AVGO Broadcom Inc.
-0.56%
-$83,409.07 
AAPL Apple Inc.
-0.28%
-$115,796.16 
META Meta Platforms Inc Class A
-0.11%
-$475.62 
BNY BlackRock New York Municipal Income Trust
0%
-$9.51 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5111 | Longs Won 3530/5111 69% | Profit Factor 0.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.38M |
| Average Win $237,714.14 | Best Trade (Oct 16) $26.25M | Sharpe Ratio -9.66 |
| Average Loss -$879,264.08 | Worst Trade (Dec 31) -$210.19M | Z-Score 1.1 (72.88%) |
| Commissions $0 | Avg. Trade Length 4y 11m 4w 1d | Expectancy -$107,803.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 858 | 772 | 686 | 600 | 515 | 429 | 343 | 257 | 172 | 86 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0081 008117103 | 12,885 | $766,562.28 | $635,287.15 | - | -$131,275.13 | -17.13% | -40.572% |
| 0266 026609107 | 1,000 | $58,446.69 | $61,342.69 | - | $2,896 | 4.95% | +4.955% |
| 0460 046008108 | 2,400 | $86,496.35 | $65,908.46 | - | -$20,587.89 | -23.8% | -23.802% |
| 0778 077853109 | 87,882 | $7.53M | $5.41M | - | -$2.12M | -28.12% | -93.151% |
| 1667 166751107 | 15,680 | $2.58M | $1.33M | - | -$1.25M | -48.42% | -89.242% |
| 2397 239753106 | 5,950 | $357,506.38 | $436,908.21 | - | $79,401.83 | 22.21% | +22.21% |
| 3022 302290101 | 31,400 | $1.56M | $1.1M | - | -$465,353 | -29.78% | -54.022% |
| 3374 337477103 | 69,865 | $2.92M | $2.6M | - | -$317,629.94 | -10.88% | -14.538% |
| 3453 345370100 | 4,324 | $217,345.02 | $230,599.22 | - | $13,254.2 | 6.1% | +6.098% |
| 3518 351807102 | 46,957 | $6.38M | $1.12M | - | -$5.26M | -82.4% | -97.118% |
| 3623 362320103 | 900 | $66,660.41 | $63,539.82 | - | -$3,120.59 | -4.68% | -8.122% |
| 4385 438506107 | 40,635 | $3M | $2.34M | - | -$656,629.11 | -21.88% | -48.183% |
| 4825 482584109 | 2,230 | $26,065.07 | $15,632.99 | - | -$10,432.08 | -40.02% | -40.023% |
| 6070 607059102 | 840 | $84,587.58 | $84,587.58 | - | - | - | 0.0 |
| 8959 895953107 | 3,059 | $215,000 | $215,000 | - | - | - | 0.0 |
| AAPL Apple Inc. | 120,621 | $7.3M | $41.25M | - | $33.95M | 464.8% | -0.28% |
| ABBV AbbVie Inc. | 842 | $211,994 | $238,622.79 | - | $26,628.79 | 12.56% | +0.586% |
| ABS ABS | 2,100 | $44,837.1 | $53,909.22 | - | $9,072.12 | 20.23% | +20.234% |
| ABT Abbott Laboratories | 65,453.41 | $1.93M | $6.85M | - | $4.92M | 255.19% | +2.286% |
| ACN Accenture plc Class A | 50,121 | $14.32M | $11.27M | - | -$3.04M | -21.26% | +4.633% |
No 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
FAQ
Which stocks have generated the highest profits for Steve Wilkes?
The largest contributions to the portfolio's profits come from the following stocks: Valero Energy Corporation - $29.8M, Microsoft Corp - $25.19M, CVS Health Corporation - $23.75M, Markel Group Inc - $21.3M, and Jacobs Engineering Group Inc - $21.15M. 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: 482584109 - $211.69M, BRE - $195.73M, ABS - $106.36M, SBF - $72.68M, and MOT - $72.27M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steve Wilkes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $159.11M earned over time. The largest contributors to dividend income include McDonald's Corporation - $10.67M, Sempra - $8.56M, Merck & Co., Inc - $7.43M, Wells Fargo & Company - $6M, and Exxon Mobil Corporation - $5.83M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steve Wilkes's monthly returns?
Steve Wilkes's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Steve Wilkes's strategy be considered aggressive or moderate?
Steve Wilkes's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Steve Wilkes's strategy?
Steve Wilkes's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
