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:
65.55%
Gain +0.62%
Monthly
0.84%
Yearly
10.56%
Drawdown
18.29%
$878M
Equity
Holdings
$878M
Investment
$732.73M
$523.72M
Profit +$6.29M
Realized
$378.45M
Unrealized
$145.27M
Dividends
$103.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.62%
Profit
$6.29M
Win %
63%
This Week
Compared To Last Week
Gain
1.67%
Profit
$14.38M
Win %
63%
This Month
Compared to last month
Gain
2%
Profit
$17.21M
Win %
63%
This Year
Compared to last year
Gain
10.75%
Profit
$85.23M
Win %
66%
SNOW Snowflake Inc.
+7.03%
+$292,662.1 
CEG Constellation Energy Corporation
+5.49%
+$124,048.03 
PANW Palo Alto Networks, Inc.
+4.85%
+$459,075.94 
ORCL Oracle Corporation
+4.7%
+$236,110.42 
WWD Woodward Inc.
+4.06%
+$24,245.74 
HLI Houlihan Lokey Inc.
+4.05%
+$39,136.32 
CRWD CrowdStrike Holdings, Inc.
+4.02%
+$563,447.95 
UNH UnitedHealth Group Incorporated
+3.23%
+$94,773.7 
MRK Merck & Co., Inc.
+2.86%
+$238,123.49 
AMZN Amazon.com Inc
+2.85%
+$264,470.03 
BRK-B Berkshire Hathaway Inc.
+2.84%
+$58,532.44 
CSCO Cisco Systems, Inc.
+2.67%
+$150,387.02 
V Visa Inc. Class A
+2.63%
+$70,594.88 
ISRG Intuitive Surgical, Inc.
+2.61%
+$14,661 
MSFT Microsoft Corp.
+2.61%
+$1.2M 
NTRA NATERA INC (Common Stock) – ticker 45E
+2.6%
+$69,372.41 
TT Trane Technologies plc
+2.57%
+$141,741.18 
GILD Gilead Sciences Inc.
+2.52%
+$75,379.9 
ANET Arista Networks, Inc.
+2.5%
+$6,600 
SE Sea Ltd.
+2.42%
+$49,416.75 
TSLA Tesla, Inc.
+2.4%
+$8,032.36 
WAB Wabtec Corporation
+2.34%
+$7,227.01 
MA Mastercard Incorporated
+2.33%
+$90,127.1 
WFC Wells Fargo & Company
+2.3%
+$46,796.42 
AMGN Amgen Inc.
+2.28%
+$31,831.8 
HONA Honeywell Aerospace Inc.
+2.27%
+$21,564.71 
DOC Healthpeak Properties, Inc.
+1.97%
+$36,569.35 
EMR Emerson Electric Co.
+1.95%
+$74,951.66 
BLK BlackRock, Inc.
+1.93%
+$280,482.64 
GS The Goldman Sachs Group, Inc.
+1.89%
+$11,268.9 
TDG TransDigm Group Inc.
+1.86%
+$34,844.04 
BX Blackstone Inc.
+1.83%
+$83,041.91 
SNPS Synopsys, Inc.
+1.82%
+$22,281.08 
DELL Dell Technologies Inc.
+1.7%
+$6,357 
RMD ResMed Inc.
+1.62%
+$11,747.67 
TD The Toronto-Dominion Bank
+1.58%
+$46,566.69 
MS Morgan Stanley
+1.54%
+$4,075.2 
PH Parker-Hannifin Corporation
+1.53%
+$5,787.99 
BA Boeing Company
+1.53%
+$3,151.5 
DLR Digital Realty Trust, Inc.
+1.46%
+$8,932.65 
FTV Fortive Corporation
+1.45%
+$3,170.12 
APH Amphenol Corporation
+1.42%
+$1.39M 
ABBV AbbVie Inc.
+1.41%
+$329,921.04 
JNJ Johnson & Johnson
+1.4%
+$207,567.34 
ETN Eaton Corporation plc
+1.38%
+$4,109.03 
BAC Bank of America Corporation
+1.34%
+$83,262.96 
DHR Danaher Corporation
+1.25%
+$81,037.02 
PFE Pfizer Inc.
+1.19%
+$13,104.3 
APD Air Products and Chemicals, Inc.
+1.18%
+$14,058.08 
SCI Service Corporation International
+1.16%
+$44,231.22 
MCK McKesson Corporation
+1.16%
+$34,169.1 
BSX Boston Scientific Corporation
+1.11%
+$25,521.47 
VWO Vanguard FTSE Emerging Markets ETF
+1.06%
+$3,950 
XLF Financial Select Sector SPDR Fund
+1.05%
+$2,486.91 
SNA Snap-on Inc.
+1.05%
+$27,540.9 
BMO Bank of Montreal
+1%
+$14,119.7 
IWR iShares Russell Mid-Cap ETF
+0.96%
+$3,816.34 
UPS United Parcel Service, Inc.
+0.95%
+$23,132.88 
DIS The Walt Disney Company
+0.93%
+$2,587.01 
VAW Vanguard Materials ETF
+0.93%
+$45,964.78 
TMO Thermo Fisher Scientific Inc.
+0.93%
+$22,034.17 
ABT Abbott Laboratories
+0.92%
+$63,861.98 
JPEF JPMorgan Equity Focus ETF
+0.91%
+$3,267.75 
MFC Manulife Financial Corporation
+0.9%
+$4,371.9 
GOOG Alphabet Inc
+0.87%
+$9,195.58 
BRK-A Berkshire Hathaway Inc.
+0.87%
+$6,642.13 
GXO GXO Logistics Inc.
+0.86%
+$6,193.6 
GOOGL Alphabet Inc
+0.85%
+$217,247.91 
NOW ServiceNow, Inc.
+0.84%
+$21,304.9 
NVO Novo Nordisk A/S Sponsored ADR
+0.84%
+$2,080 
GE General Electric Company
+0.83%
+$6,626.86 
CAT Caterpillar Inc.
+0.82%
+$30,550.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.81%
+$2,824.7 
ICE Intercontinental Exchange, Inc.
+0.79%
+$22,170.75 
VB Vanguard Small-Cap ETF
+0.79%
+$2,593.5 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$2,396.53 
MDY SPDR S&P MidCap 400 ETF Trust
+0.76%
+$2,355.63 
RTX RTX Corporation
+0.72%
+$73,433.68 
KO The Coca-Cola Company
+0.71%
+$3,656.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.71%
+$8,708.53 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+0.7%
+$5,726.12 
CMI Cummins Inc.
+0.69%
+$10,135.17 
EFA iShares MSCI EAFE ETF
+0.69%
+$1,554.53 
AME Ametek Inc.
+0.68%
+$15,180.48 
VOO Vanguard S&P 500 ETF
+0.67%
+$11,037.71 
LIN Linde plc
+0.67%
+$8,397.76 
XYL Xylem Inc.
+0.67%
+$18,087.32 
IVV iShares Core S&P 500 ETF
+0.67%
+$19,647.58 
IWM iShares Russell 2000 ETF
+0.66%
+$1,383.58 
STAG Stag Industrial Inc.
+0.66%
+$5,580.07 
SPY SPDR S&P 500 ETF Trust
+0.65%
+$18,907.15 
CRM Salesforce Inc
+0.64%
+$20,910.12 
VGT Vanguard Information Technology ETF
+0.59%
+$2,397 
TSCO Tractor Supply Company
+0.58%
+$25,937.53 
AVGO Broadcom Inc.
+0.58%
+$117,269.34 
WMT Walmart Inc.
+0.57%
+$29,206.8 
XPO XPO Inc.
+0.56%
+$8,622.3 
IYW iShares U.S. Technology ETF
+0.56%
+$2,182.95 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$2,075.36 
JPM JPMorgan Chase & Co.
+0.53%
+$191,275.74 
PG Procter & Gamble Co
+0.52%
+$62,489.7 
PKG Packaging Corporation of America
+0.49%
+$16,195.16 
GD General Dynamics Corporation
+0.48%
+$4,814.43 
ORLY O'Reilly Automotive Inc.
+0.48%
+$37,202.81 
QQQ Invesco QQQ Trust, Series 1
+0.47%
+$3,663.58 
CL Colgate-Palmolive Company
+0.47%
+$3,487.46 
PTC PTC Inc.
+0.45%
+$3,754.08 
LH Labcorp Holdings Inc.
+0.44%
+$1,070.29 
PLD Prologis Inc.
+0.41%
+$14,280.06 
LYV Live Nation Entertainment, Inc.
+0.38%
+$4,819.75 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+0.37%
+$3,574.8 
NSC Norfolk Southern Corporation
+0.36%
+$1,065.91 
GEV GE Vernova Inc.
+0.34%
+$1,596.17 
TJX The TJX Companies, Inc.
+0.34%
+$55,391.85 
ROG Rogers Corporation
+0.31%
+$930 
COP ConocoPhillips
+0.31%
+$2,304.12 
LLY Eli Lilly and Company
+0.31%
+$24,807.04 
WEC WEC Energy Group Inc.
+0.29%
+$1,622.7 
USB U.S. Bancorp
+0.29%
+$565.13 
ADP Automatic Data Processing Inc.
+0.28%
+$21,459.84 
UNP Union Pacific Corporation
+0.27%
+$4,646.96 
CHD Church & Dwight Co., Inc.
+0.27%
+$1,107.86 
SPOT Spotify Technology S.A.
+0.26%
+$627.4 
OMC Omnicom Group Inc.
+0.26%
+$17,532.2 
ES Eversource Energy
+0.26%
+$3,532.94 
SYK Stryker Corporation
+0.23%
+$15,303.6 
WRB W.R. Berkley Corporation
+0.22%
+$6,484.84 
CSX CSX Corporation
+0.19%
+$1,298.61 
XOM Exxon Mobil Corporation
+0.19%
+$17,034.56 
CVX Chevron Corporation
+0.18%
+$20,622.22 
AVY Avery Dennison Corporation
+0.18%
+$1,063.2 
CARR Carrier Global Corporation
+0.18%
+$963.3 
EOG EOG Resources, Inc.
+0.17%
+$6,241.12 
NEE NextEra Energy, Inc.
+0.12%
+$20,653.57 
ITW Illinois Tool Works Inc.
+0.12%
+$8,528.07 
O Realty Income Corporation
+0.08%
+$2,048.13 
ALL Allstate Corporation
+0.07%
+$196.5 
LMT Lockheed Martin Corporation
+0.06%
+$1,137.11 
PNC The PNC Financial Services Group, Inc.
+0.05%
+$2,650.8 
AXP American Express Company
0%
-$0.04 
IR Ingersoll Rand Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 0925
09259K401
0%
$0 4812
48128BAH4
0%
$0 
TMUS T-Mobile US, Inc.
-12.65%
-$935,537.24 
VZ Verizon Communications Inc.
-10.45%
-$271,533.18 
DE Deere & Company
-4.03%
-$76,054.38 
CMG Chipotle Mexican Grill, Inc.
-3.81%
-$12,923.1 
PEP PepsiCo, Inc.
-1.76%
-$174,935.3 
NFLX Netflix, Inc.
-1.71%
-$9,635.56 
SBUX Starbucks Corporation
-1.66%
-$10,028.59 
VLO Valero Energy Corporation
-1.48%
-$160,044.96 
LOW Lowe's Companies Inc.
-1.4%
-$20,354.48 
HD The Home Depot, Inc.
-1.22%
-$160,160.67 
FISV Fiserv, Inc.
-1.17%
-$30,227.5 
NOC Northrop Grumman Corporation
-1.09%
-$3,168.01 
DVN Devon Energy Corporation
-1.08%
-$4,457.3 
QCOM QUALCOMM Incorporated
-0.94%
-$60,601 
WM Waste Management, Inc.
-0.9%
-$70,433.73 
BMY Bristol-Myers Squibb Company
-0.9%
-$14,645.62 
AB AllianceBernstein Holding L.P.
-0.85%
-$4,671.9 
AAPL Apple Inc.
-0.68%
-$425,225.67 
NSRGY Nestle S.A. Sponsored ADR
-0.64%
-$1,298 
SIGI Selective Insurance Group Inc.
-0.59%
-$1,223.62 
ADI Analog Devices, Inc.
-0.58%
-$34,299.14 
CVS CVS Health Corporation
-0.52%
-$14,898.48 
WBS Webster Financial Corporation
-0.51%
-$1,378 
PSX Phillips 66
-0.48%
-$9,798.04 
MRVL Marvell Technology, Inc.
-0.42%
-$27,130.8 
TRV The Travelers Companies, Inc.
-0.41%
-$9,789.33 
CB Chubb Limited
-0.39%
-$8,252.65 
PM Philip Morris International Inc.
-0.37%
-$2,664 
USB-PA U.S. Bancorp PERP PFD SER A
-0.37%
-$866.25 
MCD McDonald's Corporation
-0.36%
-$57,133.45 
NVDA NVIDIA Corporation
-0.35%
-$54,751.14 
LRCX Lam Research Corporation
-0.28%
-$20,413.12 
ROK Rockwell Automation, Inc.
-0.22%
-$1,180.65 
COST Costco Wholesale Corporation
-0.22%
-$26,668.58 
ACN Accenture plc Class A
-0.16%
-$17,589.17 
SO The Southern Company
-0.14%
-$1,295.76 
FDX FedEx Corporation
-0.12%
-$294.13 
AFL Aflac Inc.
-0.12%
-$835.1 
SHW The Sherwin-Williams Company
-0.1%
-$1,301.13 
DUK Duke Energy Corporation
-0.08%
-$2,055.42 
CNR Core Natural Resources, Inc.
-0.06%
-$331.55 
CRH CRH plc
-0.05%
-$291.96 
XLE Energy Select Sector SPDR Fund
-0.03%
-$240.14 
IBM International Business Machines Corporation
-0.01%
-$501.88 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 8628 | Longs Won 5183/8628 60% | Profit Factor 3.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $956,316.98 |
| Average Win $140,214.47 | Best Trade (Oct 07) $62.63M | Sharpe Ratio -0.17 |
| Average Loss -$58,929.33 | Worst Trade (Dec 31) -$11.32M | Z-Score -24.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4w | Expectancy $60,700.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0925 09259K401 | 17,460 | $251.87 | $251.87 | - | - | - | 0.0 |
| 4812 48128BAH4 | 20,000 | $20 | $20 | - | - | - | 0.0 |
| AAPL Apple Inc. | 183,682 | $48.13M | $62.1M | - | $13.98M | 29.04% | -0.68% |
| AB AllianceBernstein Holding L.P. | 15,475 | $571,474.68 | $541,595.6 | - | -$29,879.08 | -5.23% | -0.855% |
| ABBV AbbVie Inc. | 85,694 | $17.1M | $23.67M | - | $6.57M | 38.43% | +1.413% |
| ABT Abbott Laboratories | 70,178 | $8.19M | $6.98M | - | -$1.21M | -14.79% | +0.924% |
| ACN Accenture plc Class A | 52,505 | $15.01M | $10.92M | - | -$4.08M | -27.21% | -0.161% |
| ADI Analog Devices, Inc. | 14,596 | $3.59M | $5.89M | - | $2.3M | 64.26% | -0.579% |
| ADP Automatic Data Processing Inc. | 28,424 | $8.11M | $7.72M | - | -$389,928.84 | -4.81% | +0.279% |
| AFL Aflac Inc. | 5,965 | $666,290.5 | $684,782 | - | $18,491.5 | 2.78% | -0.122% |
| ALL Allstate Corporation | 1,310 | $230,930.18 | $302,321.8 | - | $71,391.62 | 30.91% | +0.065% |
| AME Ametek Inc. | 9,036 | $1.77M | $2.25M | - | $479,058.84 | 27.02% | +0.679% |
| AMGN Amgen Inc. | 3,432 | $1.12M | $1.43M | - | $306,837.96 | 27.32% | +2.276% |
| AMZN Amazon.com Inc | 36,529 | $7.95M | $9.55M | - | $1.6M | 20.07% | +2.85% |
| ANET Arista Networks, Inc. | 1,250 | $153,485.68 | $270,312.5 | - | $116,826.82 | 76.12% | +2.503% |
| APD Air Products and Chemicals, Inc. | 4,286 | $1.08M | $1.21M | - | $124,934.69 | 11.54% | +1.178% |
| APH Amphenol Corporation | 1.14M | $38.59M | $98.84M | - | $60.25M | 156.13% | +1.424% |
| AVGO Broadcom Inc. | 56,110 | $18.05M | $20.32M | - | $2.27M | 12.6% | +0.58% |
| AVY Avery Dennison Corporation | 3,544 | $644,582.72 | $595,108.48 | - | -$49,474.24 | -7.68% | +0.179% |
| AXP American Express Company | 3,814 | $1.27M | $1.18M | - | -$91,789.2 | -7.25% | 0.0 |
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 William Herlihy?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $50.61M, Amphenol Corporation - $36.06M, Microsoft Corp - $34.73M, JPMorgan Chase & Co - $24.58M, and NVIDIA Corporation - $20.38M. 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: ServiceNow, Inc - $11.19M, Netflix, Inc - $7.46M, Automatic Data Processing Inc - $6.5M, V.F. Corporation - $4.4M, and Fiserv, Inc - $3.97M. 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 $103.9M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $4.35M, AbbVie Inc - $3.91M, McDonald's Corporation - $3.09M, Johnson & Johnson - $2.8M, and The Home Depot, Inc - $2.79M. 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.
2026 © Marketlog. All Rights Reserved.
