WH
William Herlihy Portfolio
Invests via RESOURCES MANAGEMENT Corp. /CT/ /ADV | Managed by William Herlihy
Invests via RESOURCES MANAGEMENT Corp. /CT/ /ADV
Managed by William Herlihy
Automatically Tracked
William Herlihy Profile
William Herlihy has established himself as a key figure in the technology sector, with a notable background in operational leadership and strategic development. He is known for his role in spearheading growth initiatives at various tech companies, which have significantly enhanced their market positioning. Leveraging extensive experience from previous executive roles, he successfully integrates innovation into business practices while maintaining robust corporate governance. His ability to foster partnerships and drive digital transformation has made him an invaluable asset within his industry.
William Herlihy has established himself as a key figure in the technology sector, with a notable background in operational leadership and strategic development. He is known for his role in spearheading growth initiatives at various tech companies, which have significantly enhanced their market positioning. Leveraging extensive experience from previous executive roles, he successfully integrates innovation into business practices while maintaining robust corporate governance. His ability to foster partnerships and drive digital transformation has made him an invaluable asset within his industry.
Investment Philosophy & Strategy
Growth opportunities within the technology landscape captivate William Herlihy, whose entrepreneurial insights and strategic acumen shape his investment approach. His experience in operational leadership drives a focus on dynamic companies with innovative products that meet evolving consumer demands. By emphasizing scalability, he aligns investments with firms poised for market disruption and significant expansion. A hands-on leader, he champions cross-functional collaboration to enhance competitive advantages while prioritizing sustainable practices. Herlihy’s unique ability to identify transformative potential helps unlock value across diverse tech segments.
Growth opportunities within the technology landscape captivate William Herlihy, whose entrepreneurial insights and strategic acumen shape his investment approach. His experience in operational leadership drives a focus on dynamic companies with innovative products that meet evolving consumer demands. By emphasizing scalability, he aligns investments with firms poised for market disruption and significant expansion. A hands-on leader, he champions cross-functional collaboration to enhance competitive advantages while prioritizing sustainable practices. Herlihy’s unique ability to identify transformative potential helps unlock value across diverse tech segments.
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:
51.29%
Gain +3.26%
Monthly
0.81%
Yearly
10.19%
Drawdown
18.41%
$1.32B
Equity
Holdings
$1.32B
Investment
$1.17B
$505.38M
Profit +$32.89M
Realized
$355.32M
Unrealized
$150.07M
Dividends
$102.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.26%
Profit
$32.89M
Win %
75%
This Week
Compared To Last Week
Gain
3.47%
Profit
$44.43M
Win %
75%
This Month
Compared to last month
Gain
4.15%
Profit
$52.72M
Win %
75%
This Year
Compared to last year
Gain
9.25%
Profit
$112.15M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$2.34M 
ETN Eaton Corporation plc
+7.32%
+$33,519.04 
GOOG Alphabet Inc
+6.88%
+$2.57M 
GOOGL Alphabet Inc
+6.73%
+$458,590.23 
VRT Vertiv Holdings Co
+6.18%
+$1,547.7 
ANET Arista Networks, Inc.
+5.46%
+$4,665 
FTNT Fortinet Inc.
+4.99%
+$6,406.4 
ABR Arbor Realty Trust Inc.
+4.59%
+$6.6 
SNPS Synopsys, Inc.
+4.41%
+$30,247.67 
UFI Unifi Inc.
+4.24%
+$71.5 
TT Trane Technologies plc
+3.33%
+$55,525.99 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$740 
META Meta Platforms Inc Class A
+3.28%
+$9,865.43 
RUN Sunrun Inc.
+3.05%
+$653.08 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$1.21M 
ALTO Alto Ingredients Inc.
+3.03%
+$85.54 
MSFT Microsoft Corp.
+3.02%
+$3.07M 
NVDA NVIDIA Corporation
+2.93%
+$509,846.53 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$5,051.8 
SMCI Super Micro Computer Inc
+2.42%
+$5,914.76 
CVX Chevron Corporation
+2.35%
+$102,029.96 
MRVL Marvell Technology, Inc.
+2.32%
+$62,093.76 
ORLY O'Reilly Automotive Inc.
+2.28%
+$53,952.88 
BP BP p.l.c. Sponsored ADR
+2.26%
+$3,100 
FAST Fastenal Co.
+2.25%
+$399 
GLW Corning Incorporated
+2.24%
+$909 
EOG EOG Resources, Inc.
+2.19%
+$13,181.14 
DVN Devon Energy Corporation
+2.17%
+$21,713.28 
CSCO Cisco Systems, Inc.
+2.14%
+$13,253.22 
LNG Cheniere Energy Inc.
+2.13%
+$1,653 
CCOI Cogent Communications Holdings, Inc.
+1.96%
+$6,511.96 
OKE ONEOK, Inc.
+1.95%
+$1,618.2 
HAL Halliburton Company
+1.93%
+$2,257 
ROK Rockwell Automation, Inc.
+1.93%
+$12,054 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$129 
ZS Zscaler Inc.
+1.89%
+$3,793.5 
PANW Palo Alto Networks, Inc.
+1.89%
+$7,318.5 
TSCO Tractor Supply Company
+1.85%
+$6,837.6 
ARI Apollo Commercial Real Estate Finance Inc.
+1.85%
+$1.68 
CRM Salesforce Inc
+1.83%
+$2,439.47 
ZBRA Zebra Technologies Corporation
+1.82%
+$1,601.25 
ORCL Oracle Corporation
+1.81%
+$24,924.9 
CINF Cincinnati Financial Corporation
+1.69%
+$315.65 
VFIAX Vanguard 500 Index Fund Admiral Shares
+1.66%
+$135,548.46 
ZTS Zoetis Inc.
+1.66%
+$1,248.66 
KMI Kinder Morgan, Inc.
+1.64%
+$97.24 
SHEL Shell plc
+1.62%
+$5,475.75 
HPE Hewlett Packard Enterprise Company
+1.61%
+$475 
ACN Accenture plc Class A
+1.61%
+$40,862.47 
BSX Boston Scientific Corporation
+1.59%
+$7,010.92 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$16.6 
ITT Itt Inc.
+1.54%
+$601.96 
HPQ HP Inc.
+1.53%
+$256.25 
VZ Verizon Communications Inc.
+1.52%
+$136,647.7 
LMT Lockheed Martin Corporation
+1.5%
+$11,434.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$4,615.68 
NOC Northrop Grumman Corporation
+1.43%
+$3,052 
PH Parker-Hannifin Corporation
+1.43%
+$15,114.06 
GE General Electric Company
+1.42%
+$13,324.46 
ETTGX Eaton Vance Tax-Managed Growth Fund 1.1 Class A
+1.4%
+$819.52 
SLB Schlumberger Limited
+1.39%
+$91.12 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$158.75 
TEMWX Templeton World Fund Class A
+1.35%
+$106.75 
WWD Woodward Inc.
+1.25%
+$17,133.51 
FTV Fortive Corporation
+1.25%
+$1,078.21 
CMCSA Comcast Corp
+1.23%
+$7,740.39 
COP ConocoPhillips
+1.22%
+$73,716.6 
HACK Amplify Cybersecurity ETF
+1.2%
+$127 
WFC Wells Fargo & Company
+1.19%
+$7,447.02 
NBBK NB Bancorp Inc.
+1.19%
+$405 
AGTHX American Funds The Growth Fund of America Class A
+1.17%
+$205.8 
RMD ResMed Inc.
+1.16%
+$5,445 
CHD Church & Dwight Co., Inc.
+1.16%
+$3,417.12 
ITW Illinois Tool Works Inc.
+1.15%
+$2,502.5 
MSI Motorola Solutions, Inc.
+1.14%
+$739.5 
AHCO AdaptHealth Corp.
+1.12%
+$39 
VOX Vanguard Communication Services ETF
+1.12%
+$36.18 
VUG Vanguard Growth ETF
+1.1%
+$56,676.06 
ROG Rogers Corporation
+1.09%
+$2,660 
SCI Service Corporation International
+1.05%
+$74,923.2 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$3,642.45 
NOW ServiceNow, Inc.
+1.05%
+$448,328.4 
XLE Energy Select Sector SPDR Fund
+1%
+$6,897.1 
URI United Rentals, Inc.
+0.99%
+$1,541.35 
ADP Automatic Data Processing Inc.
+0.98%
+$864,888.31 
GMF SPDR S&P Emerging Asia Pacific ETF
+0.96%
+$797.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$33,983.04 
RPID Rapid Micro Biosystems, Inc.
+0.95%
+$7 
SUN Sunoco L.P.
+0.95%
+$792 
UNP Union Pacific Corporation
+0.92%
+$13,964.15 
EVLV Evolv Technologies Holdings, Inc.
+0.91%
+$14 
DUOL Duolingo, Inc.
+0.91%
+$4.84 
CWGFX American Funds Capital World Growth and Income Fund Class F-1
+0.9%
+$720 
IBM International Business Machines Corporation
+0.86%
+$2,542.18 
XPO XPO Inc.
+0.86%
+$2,228.14 
BBWI Bath & Body Works, Inc.
+0.85%
+$85.85 
GEV GE Vernova Inc.
+0.85%
+$1,927.92 
CP Canadian Pacific Kansas City Limited
+0.83%
+$596.41 
MCD McDonald's Corporation
+0.82%
+$3,806.02 
ITRI Itron Inc.
+0.82%
+$729 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,381.85 
EMR Emerson Electric Co.
+0.79%
+$52,059.68 
AEE Ameren Corporation
+0.79%
+$12.9 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$791.99 
HIFS Hingham Institution for Savings
+0.78%
+$275 
TSLA Tesla, Inc.
+0.76%
+$66,084.16 
MPC Marathon Petroleum Corporation
+0.76%
+$145.79 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$131.72 
STT State Street Corp
+0.73%
+$1,645.51 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$16.8 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$84,190.9 
VOO Vanguard S&P 500 ETF
+0.71%
+$32,926.77 
AME Ametek Inc.
+0.71%
+$6,281.56 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$35.65 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$72.24 
CAT Caterpillar Inc.
+0.7%
+$16,193.49 
VLCAX Vanguard Large Cap Index Fund Admiral Shares
+0.7%
+$115.2 
BMY Bristol-Myers Squibb Company
+0.69%
+$11,048.85 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
+0.69%
+$40.48 
IVV iShares Core S&P 500 ETF
+0.69%
+$18,365.44 
CARR Carrier Global Corporation
+0.68%
+$1,334.34 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$643.09 
SWPPX Schwab S&P 500 Index Fund
+0.68%
+$83.59 
OSIS Osi Systems Inc.
+0.67%
+$476.28 
DOW Dow Inc.
+0.67%
+$91.6 
PTC PTC Inc.
+0.66%
+$5,613.3 
PLTR Palantir Technologies Inc.
+0.65%
+$480 
UTG Reaves Utility Income Fund
+0.65%
+$89 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$799.2 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$123 
BEP Brookfield Renewable Partners L.P.
+0.61%
+$90 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$47.04 
RJF Raymond James Financial Inc.
+0.58%
+$33,793.59 
MO Altria Group, Inc.
+0.57%
+$1,661.79 
APH Amphenol Corporation
+0.55%
+$6,850.72 
AOS A. O. Smith Corporation
+0.54%
+$176 
VOTE TCW Transform 500 ETF
+0.53%
+$52.19 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$271.6 
EXC Exelon Corporation
+0.53%
+$57.6 
DVA DaVita Inc.
+0.52%
+$430.5 
PSX Phillips 66
+0.51%
+$36,614.56 
HON Honeywell International Inc.
+0.47%
+$1,193.21 
SE Sea Ltd.
+0.47%
+$5,171.5 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$4,113.32 
BMO Bank of Montreal
+0.47%
+$23,074 
NSC Norfolk Southern Corporation
+0.46%
+$66,326.91 
IYW iShares U.S. Technology ETF
+0.46%
+$1,695.57 
OHI Omega Healthcare Investors Inc.
+0.46%
+$34.5 
KKR KKR & Co. Inc.
+0.45%
+$112.5 
IWD iShares Russell 1000 Value ETF
+0.44%
+$75.48 
ENPH Enphase Energy, Inc.
+0.43%
+$82.4 
CSX CSX Corporation
+0.42%
+$174.09 
PFE Pfizer Inc.
+0.4%
+$9.4 
RTX RTX Corporation
+0.39%
+$31,667.16 
VLO Valero Energy Corporation
+0.38%
+$16,555.28 
AVGO Broadcom Inc.
+0.37%
+$17,670.24 
PG Procter & Gamble Co
+0.37%
+$30,475.53 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$14,401.98 
OTIS Otis Worldwide Corporation
+0.36%
+$348.4 
TDG TransDigm Group Inc.
+0.36%
+$18,885.62 
BAC Bank of America Corporation
+0.36%
+$497.2 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$13.44 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$66.5 
SNA Snap-on Inc.
+0.33%
+$68,728.21 
DFQTX DFA U.S. Core Equity II Portfolio Institutional Class
+0.32%
+$356.8 
GD General Dynamics Corporation
+0.32%
+$30,451.2 
CMS-PB Consumers Energy Company
+0.32%
+$36 
TTC The Toro Company
+0.32%
+$137.75 
MRK Merck & Co., Inc.
+0.32%
+$771.64 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.3%
+$114 
JPM JPMorgan Chase & Co.
+0.27%
+$6,538.64 
KBE SPDR S&P Bank ETF
+0.24%
+$41.65 
DUK-PA Duke Energy Corporation
+0.23%
+$22 
ALLE Allegion plc
+0.22%
+$2,158.27 
SO The Southern Company
+0.21%
+$825 
AMRN Amarin Corporation plc Sponsored ADR
+0.21%
+$1.8 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$160,999 
JNJ Johnson & Johnson
+0.21%
+$389.55 
ADI Analog Devices, Inc.
+0.2%
+$29,311 
CMI Cummins Inc.
+0.19%
+$2,690.17 
INTU Intuit Inc.
+0.18%
+$187.53 
ANGI Angi Inc. Class A Common Stock
+0.18%
+$15.04 
USB U.S. Bancorp
+0.17%
+$2,107.46 
T AT&T Inc.
+0.17%
+$216.36 
MS Morgan Stanley
+0.17%
+$42.12 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,551.48 
CB Chubb Limited
+0.15%
+$51,148.71 
DELL Dell Technologies Inc.
+0.14%
+$78.4 
SIGI Selective Insurance Group Inc.
+0.14%
+$314.99 
TD The Toronto-Dominion Bank
+0.13%
+$1,072 
XYL Xylem Inc.
+0.13%
+$1,343.4 
MMM 3M Company
+0.12%
+$18,405.89 
AB AllianceBernstein Holding L.P.
+0.11%
+$259.72 
ISRG Intuitive Surgical, Inc.
+0.1%
+$215.99 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$75.3 
C Citigroup Inc.
+0.1%
+$800.48 
NUE Nucor Corporation
+0.1%
+$18.75 
WM Waste Management, Inc.
+0.1%
+$1,392.82 
AFL Aflac Inc.
+0.09%
+$13,821.12 
WMT Walmart Inc.
+0.09%
+$488.01 
ABT Abbott Laboratories
+0.09%
+$1,271.43 
AEP American Electric Power Company, Inc.
+0.06%
+$68.46 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$0.33 
HDV iShares Core High Dividend ETF
+0.04%
+$1 
DIS The Walt Disney Company
+0.03%
+$211.98 
WBS-PG Webster Financial Corporation
+0.02%
+$1 
48128BAH4
0%
$0 
74399A101
0%
$0 
AZN
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CGSYQ
0%
$0 
CNTHO Eversource Energy 5.28% Perpetual Preferred Stock
0%
$0 
GPSNQ
0%
$0 
GUT The Gabelli Utility Trust
0%
$0 
K Kellanova Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OXLCP Oxford Lane Capital Corp. 6.25% Series 2027 Term Preferred Stock
0%
$0 
PGNPQ
0%
$0 
RSLCF
0%
$0 
SNV Synovus Financial Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$14,490.63 
RBLX Roblox Corporation
-26.85%
-$1,307 
CTVA Corteva Inc.
-11.9%
-$903.55 
RIVN Rivian Automotive, Inc.
-9.57%
-$483 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$60,362.22 
AAPL Apple Inc.
-7.35%
-$703,282.64 
NXPI NXP Semiconductors N.V.
-6.53%
-$48,000 
SYK Stryker Corporation
-6.42%
-$10,276.4 
LIN Linde plc
-5.95%
-$1.99M 
LYV Live Nation Entertainment, Inc.
-5.14%
-$18,463.94 
DJT Trump Media & Technology Group Corp.
-5.01%
-$221 
AMR Alpha Metallurgical Resources, Inc.
-4.62%
-$206.15 
SPOT Spotify Technology S.A.
-4.34%
-$453.4 
VFC V.F. Corporation
-4.28%
-$90.24 
FUJHY Subaru Corporation - Unsponsored ADR
-3.88%
-$42.5 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$5,127.2 
ES Eversource Energy
-3.05%
-$1,462.5 
CI The Cigna Group
-2.99%
-$2,539.95 
XBI SPDR S&P Biotech ETF
-2.94%
-$890 
AVY Avery Dennison Corporation
-2.91%
-$1,170.7 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$1,075.2 
QCOM QUALCOMM Incorporated
-2.63%
-$74,206.21 
ABBV AbbVie Inc.
-2.51%
-$342,269.47 
RAL Ralliant Corporation
-2.43%
-$4,197.25 
ICE Intercontinental Exchange, Inc.
-2.42%
-$106,620.28 
NSRGY Nestle S.A. Sponsored ADR
-2.42%
-$161,304.16 
DLR Digital Realty Trust, Inc.
-2.42%
-$98,051.32 
MGM MGM Resorts International
-2.39%
-$109 
VAW Vanguard Materials ETF
-2.38%
-$140,110.29 
XLB Materials Select Sector SPDR Fund
-2.34%
-$1,210 
HLI Houlihan Lokey Inc.
-2.22%
-$10,536.45 
BA Boeing Company
-2.15%
-$238 
LH Labcorp Holdings Inc.
-2.01%
-$78,776.73 
NFLX Netflix, Inc.
-2%
-$449,957.4 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$3,930.16 
NEU NewMarket Corporation
-1.95%
-$4,215.01 
AWK American Water Works Company, Inc.
-1.93%
-$1,230.24 
GIS General Mills, Inc.
-1.84%
-$23,106.96 
CAVA Cava Group Inc.
-1.82%
-$14.52 
RGEN Repligen Corporation
-1.8%
-$647.5 
HTHIY Hitachi Ltd. ADR
-1.8%
-$12 
APD Air Products and Chemicals, Inc.
-1.77%
-$50,338.8 
UNH UnitedHealth Group Incorporated
-1.68%
-$176,064.46 
SNOW Snowflake Inc.
-1.62%
-$123,512.76 
CNR Core Natural Resources, Inc.
-1.59%
-$31,630.8 
SOLV Solventum Corporation
-1.59%
-$138 
LRCX Lam Research Corporation
-1.58%
-$141,381.03 
NLY Annaly Capital Management, Inc.
-1.56%
-$121.32 
GLD SPDR Gold Shares
-1.49%
-$2,180.56 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$283.5 
IAU iShares Gold Trust
-1.46%
-$95,671.45 
HLTOY Hellenic Telecommunications Organization S.A. - ADR
-1.46%
-$170 
NVS Novartis AG Sponsored ADR
-1.45%
-$37,139.38 
NKE Nike, Inc. - Class B
-1.37%
-$406 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$44.88 
PPG PPG Industries Inc.
-1.35%
-$37.75 
DD DuPont de Nemours, Inc.
-1.32%
-$124.47 
FCX Freeport-McMoRan Inc.
-1.28%
-$283.5 
HSY The Hershey Company
-1.23%
-$1,035.5 
MDLZ Mondelez International, Inc.
-1.22%
-$2,772.01 
F Ford Motor Company
-1.21%
-$40.5 
JPIN JPMorgan Diversified Return International Equity ETF
-1.21%
-$552 
TJX The TJX Companies, Inc.
-1.21%
-$67,449.25 
ITB iShares U.S. Home Construction ETF
-1.18%
-$9.04 
SHW The Sherwin-Williams Company
-1.16%
-$25,436.19 
NEE NextEra Energy, Inc.
-1.15%
-$2,323 
OMC Omnicom Group Inc.
-1.14%
-$72,594.34 
DE Deere & Company
-1.13%
-$9,587.99 
VTRS Viatris Inc.
-1.13%
-$60 
PKG Packaging Corporation of America
-1.12%
-$2,932.29 
IR Ingersoll Rand Inc.
-1.11%
-$1,737.12 
PLD Prologis Inc.
-1.08%
-$12,692.14 
MCK McKesson Corporation
-1.08%
-$696,894.43 
CTAS Cintas Corporation
-1.04%
-$432 
DOC Healthpeak Properties, Inc.
-1.04%
-$1,613.44 
AAL American Airlines Group Inc.
-1.04%
-$40 
INTC Intel Corporation
-1.02%
-$1,650.75 
KO The Coca-Cola Company
-1.02%
-$2,277 
DKNG DraftKings Inc.
-1.01%
-$4.8 
SWX Southwest Gas Holdings Inc.
-1%
-$81 
UPS United Parcel Service, Inc.
-1%
-$1,181.25 
PPL PPL Corporation
-0.98%
-$52.5 
XOM Exxon Mobil Corporation
-0.97%
-$53,833.05 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$109,374.12 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$56.25 
RVTY Revvity Inc.
-0.9%
-$6,854.4 
MINIX MFS International Intrinsic Value Fund Class I
-0.88%
-$184 
O Realty Income Corporation
-0.87%
-$7,880.88 
INGR Ingredion Inc.
-0.87%
-$1,548.6 
GILD Gilead Sciences Inc.
-0.81%
-$42,406.91 
MCO Moody's Corporation
-0.81%
-$2,619.01 
D Dominion Energy, Inc.
-0.8%
-$9,971.92 
KMB Kimberly-Clark Corporation
-0.8%
-$220 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$232.56 
PYPL PayPal Holdings Inc
-0.76%
-$11,484 
VHT Vanguard Health Care ETF
-0.76%
-$10,104.08 
CVS CVS Health Corporation
-0.75%
-$1,738 
SPGI S&P Global Inc.
-0.74%
-$214.9 
MA Mastercard Incorporated
-0.74%
-$12,954.01 
BLK BlackRock, Inc.
-0.73%
-$279,163.99 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$17,745.91 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$80.6 
DUK Duke Energy Corporation
-0.67%
-$3,641.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$54.05 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.65%
-$78.62 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$14.49 
GS The Goldman Sachs Group, Inc.
-0.63%
-$14,579.98 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,130.48 
PM Philip Morris International Inc.
-0.61%
-$2,949.97 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$55.68 
DHR Danaher Corporation
-0.61%
-$73,725.26 
AXAHY Axa S.A. Sponsored ADR
-0.59%
-$78.12 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$14,668.34 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$494.08 
WEC WEC Energy Group Inc.
-0.57%
-$34,834.13 
VLTO Veralto Corporation
-0.57%
-$275.94 
SBUX Starbucks Corporation
-0.57%
-$2,582.4 
PRU Prudential Financial, Inc.
-0.56%
-$28.29 
GXO GXO Logistics Inc.
-0.56%
-$2,624.44 
WAB Wabtec Corporation
-0.55%
-$8,528 
LLY Eli Lilly and Company
-0.53%
-$362,540.46 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,952 
NBTB NBT Bancorp Inc.
-0.53%
-$762.72 
LULU lululemon athletica inc.
-0.51%
-$625.25 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$232.68 
ALL Allstate Corporation
-0.49%
-$1,544.42 
IWM iShares Russell 2000 ETF
-0.47%
-$6,167.39 
WSO Watsco Inc.
-0.46%
-$71.5 
PEP PepsiCo, Inc.
-0.46%
-$1,680.64 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$126,201.24 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$487.5 
HD The Home Depot, Inc.
-0.42%
-$85,411.17 
MELI MercadoLibre, Inc.
-0.41%
-$15.56 
ORI Old Republic International Corp.
-0.39%
-$43.35 
ETR Entergy Corporation
-0.38%
-$2,049.99 
VGT Vanguard Information Technology ETF
-0.38%
-$4,420.4 
AXP American Express Company
-0.38%
-$36,768.75 
FDX FedEx Corporation
-0.37%
-$460 
MDT Medtronic plc
-0.37%
-$40 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$178 
GPC Genuine Parts Company
-0.37%
-$491.74 
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares
-0.37%
-$3,732 
TMUS T-Mobile US, Inc.
-0.36%
-$15,339.63 
DG Dollar General Corporation
-0.35%
-$8.55 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$264 
CL Colgate-Palmolive Company
-0.33%
-$835.2 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$163.68 
SWKS Skyworks Solutions Inc.
-0.32%
-$89.4 
CEG Constellation Energy Corporation
-0.31%
-$25,512.57 
VXF Vanguard Extended Market ETF
-0.3%
-$265.54 
MTB M&T Bank Corporation
-0.29%
-$1,118.98 
COR Cencora, Inc.
-0.28%
-$53.4 
CCI Crown Castle Inc.
-0.27%
-$57.75 
VTV Vanguard Value ETF
-0.27%
-$44.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$19 
BX Blackstone Inc.
-0.25%
-$11,868.74 
IWN iShares Russell 2000 Value ETF
-0.25%
-$778.22 
MFC Manulife Financial Corporation
-0.25%
-$3,721.19 
FISV Fiserv, Inc.
-0.24%
-$10,631.79 
COST Costco Wholesale Corporation
-0.24%
-$30,661.04 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.24%
-$13.5 
VB Vanguard Small-Cap ETF
-0.22%
-$4,180.97 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$387.59 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$10.8 
EPD Enterprise Products Partners L.P.
-0.18%
-$28 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$49.21 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$13.32 
LNT Alliant Energy Corporation
-0.15%
-$110 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$29.7 
STZ Constellation Brands, Inc.
-0.12%
-$1,435.05 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$164.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$28.32 
WBS Webster Financial Corporation
-0.1%
-$16 
BCE BCE Inc.
-0.09%
-$3 
BNS Bank of Nova Scotia
-0.08%
-$2.45 
VO Vanguard Mid-Cap ETF
-0.05%
-$365.6 
CGW Invesco S&P Global Water Index ETF
-0.05%
-$15 
V Visa Inc. Class A
-0.04%
-$7.98 
SGENX First Eagle Global Fund Class A
-0.03%
-$15.9 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3.24 
TGT Target Corporation
-0.01%
-$2,462.36 
UBER Uber Technologies, Inc.
-0.01%
-$6.82 
VEIRX Vanguard Equity-Income Fund Admiral Shares
-0.01%
-$6.71 Events
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Dividends
Dividend Analysis
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| Trades 7940 | Longs Won 4829/7940 60% | Profit Factor 3.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $820,754.41 |
| Average Win $141,884.32 | Best Trade (Aug 11) $25.42M | Sharpe Ratio -0.29 |
| Average Loss -$57,785.83 | Worst Trade (Aug 01) -$27.57M | Z-Score -19.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 5d | Expectancy $63,650.38 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 William Herlihy?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $49.47M, Amphenol Corporation - $34.37M, Microsoft Corp - $31.18M, JPMorgan Chase & Co - $23.63M, and Flagstar Financial Corporation - $19.04M. 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: V.F. Corporation - $4.4M, Wells Fargo & Company - $3.13M, Zebra Technologies Corporation - $2.48M, Dollar General Corporation - $2.22M, and The Walt Disney Company - $1.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Herlihy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $102.19M earned over time. The largest contributors to dividend income include AbbVie Inc - $3.74M, JPMorgan Chase & Co - $3.71M, The Home Depot, Inc - $2.77M, McDonald's Corporation - $2.73M, and Microsoft Corp - $2.56M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Herlihy's monthly returns?
William Herlihy'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 William Herlihy's strategy be considered aggressive or moderate?
William Herlihy's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow William Herlihy's strategy?
William Herlihy'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.
