Phillip G. Trueblood Portfolio
Invests via Trueblood Wealth Management, LLC | Managed by Phillip G. Trueblood, Phillip L. Trueblood
Invests via Trueblood Wealth Management, LLC
Managed by Phillip G. Trueblood, Phillip L. Trueblood
Automatically Tracked
Phillip G. Trueblood Profile
Payments industry executive focused on scaling global card and fintech platforms, active in strategic partnerships, product commercialization and regulatory engagement. Former operator with leadership roles across networks, issuer services and merchant acceptance; known for driving revenue diversification and technology-led migration to digital payments. Phillip G. Trueblood brings operating experience relevant to investors evaluating payment processors, fintech buyouts and infrastructure plays.
Payments industry executive focused on scaling global card and fintech platforms, active in strategic partnerships, product commercialization and regulatory engagement. Former operator with leadership roles across networks, issuer services and merchant acceptance; known for driving revenue diversification and technology-led migration to digital payments. Phillip G. Trueblood brings operating experience relevant to investors evaluating payment processors, fintech buyouts and infrastructure plays.
Investment Philosophy & Strategy
Combines operator-led, growth-oriented investing with a payments infrastructure lens, prioritizing companies that scale global card and fintech platforms. Favors revenue diversification via product commercialization, network effects, strategic partnerships and regulatory-aligned market entry. Capital allocation emphasizes growth-stage equity and buyouts where operational levers—issuer services, merchant acceptance, payments orchestration—can be applied to accelerate migration to digital payments. Time horizon is medium-to-long, risk-managed through operational diligence and revenue predictableization.
Combines operator-led, growth-oriented investing with a payments infrastructure lens, prioritizing companies that scale global card and fintech platforms. Favors revenue diversification via product commercialization, network effects, strategic partnerships and regulatory-aligned market entry. Capital allocation emphasizes growth-stage equity and buyouts where operational levers—issuer services, merchant acceptance, payments orchestration—can be applied to accelerate migration to digital payments. Time horizon is medium-to-long, risk-managed through operational diligence and revenue predictableization.
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:
1.98%
Gain
Monthly
0.06%
Yearly
0.77%
Drawdown
32.82%
$281.59M
Equity
Holdings
$281.59M
Investment
$207.75M
$76.98M
Profit +$501,011.09
Realized
$3.15M
Unrealized
$73.84M
Dividends
$10.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$501,011.09
Win %
76%
This Week
Compared To Last Week
Gain
-0.002%
Profit
-$5,391.02
Win %
76%
This Month
Compared to last month
Gain
0.28%
Profit
$774,163
Win %
76%
This Year
Compared to last year
Gain
10.97%
Profit
$27.85M
Win %
76%
ATAI AtaiBeckley Inc.
+32.84%
+$88,000 
ABT Abbott Laboratories
+11.19%
+$66,553.38 
CTAS Cintas Corporation
+7%
+$85,349.86 
INTU Intuit Inc.
+5.62%
+$18,508.33 
GIS General Mills, Inc.
+4.54%
+$10,472.93 
ACN Accenture plc Class A
+4.52%
+$45,286.11 
ENSG The Ensign Group, Inc.
+4.47%
+$7,791.89 
TYL Tyler Technologies Inc.
+4.3%
+$8,462.87 
NDAQ Nasdaq, Inc.
+4.26%
+$59,306.94 
BR Broadridge Financial Solutions, Inc.
+4.17%
+$40,337.85 
SYK Stryker Corporation
+4.17%
+$58,066.8 
BRO Brown & Brown Inc.
+4.07%
+$34,157.76 
ITW Illinois Tool Works Inc.
+3.75%
+$11,178.43 
UNP Union Pacific Corporation
+3.68%
+$15,278.4 
RSG Republic Services, Inc.
+3.61%
+$85,495.2 
MRK Merck & Co., Inc.
+3.51%
+$28,604.94 
ZTS Zoetis Inc.
+3.47%
+$8,085.88 
ADP Automatic Data Processing Inc.
+3.44%
+$23,218.65 
CRM Salesforce Inc
+3.44%
+$7,484.96 
LAND Gladstone Land Corporation
+3.41%
+$4,130 
SJM The J.M. Smucker Company
+3.33%
+$8,432.49 
GGG Graco Inc.
+3.29%
+$7,276.94 
UNH UnitedHealth Group Incorporated
+3.12%
+$19,155.76 
NSC Norfolk Southern Corporation
+3.09%
+$40,792.4 
STE STERIS plc
+3.04%
+$27,207.96 
ABBV AbbVie Inc.
+3.01%
+$70,603.46 
O Realty Income Corporation
+2.98%
+$14,652.1 
MDLZ Mondelez International, Inc.
+2.96%
+$14,384.58 
IBM International Business Machines Corporation
+2.94%
+$25,222.26 
AJG Arthur J. Gallagher & Co.
+2.91%
+$53,820 
CPRT Copart Inc.
+2.81%
+$6,681.28 
VLO Valero Energy Corporation
+2.74%
+$9,941.14 
SMDV ProShares Russell 2000 Dividend Growers ETF
+2.71%
+$32,300.32 
PM Philip Morris International Inc.
+2.69%
+$11,938.71 
VZ Verizon Communications Inc.
+2.67%
+$14,009.08 
AMGN Amgen Inc.
+2.67%
+$6,371.02 
TMUS T-Mobile US, Inc.
+2.62%
+$13,147.28 
TJX The TJX Companies, Inc.
+2.62%
+$31,955.5 
ISRG Intuitive Surgical, Inc.
+2.6%
+$14,299.99 
MCD McDonald's Corporation
+2.59%
+$34,286.28 
SHOP Shopify Inc.
+2.57%
+$11,184.06 
T AT&T Inc.
+2.57%
+$6,557.1 
PEP PepsiCo, Inc.
+2.56%
+$15,393.54 
TSCO Tractor Supply Company
+2.5%
+$21,102.25 
WELL Welltower Inc.
+2.5%
+$48,131.4 
MA Mastercard Incorporated
+2.46%
+$15,028.72 
SPGI S&P Global Inc.
+2.44%
+$14,006.16 
KMB Kimberly-Clark Corporation
+2.44%
+$9,599.2 
KO The Coca-Cola Company
+2.33%
+$21,657.6 
COST Costco Wholesale Corporation
+2.29%
+$37,887 
HBAN Huntington Bancshares Incorporated
+2.29%
+$5,126.91 
MPC Marathon Petroleum Corporation
+2.28%
+$40,083.22 
FAST Fastenal Co.
+2.27%
+$29,462.55 
GWW W.W. Grainger, Inc.
+2.23%
+$19,066.31 
PSX Phillips 66
+2.22%
+$7,948.28 
CASY Casey's General Stores Inc.
+2.22%
+$45,995.56 
WMT Walmart Inc.
+2.21%
+$54,794.94 
SNA Snap-on Inc.
+2.19%
+$41,494.96 
FXG First Trust Consumer Staples AlphaDEX Fund
+2.11%
+$11,240.7 
NDSN Nordson Corporation
+2.06%
+$8,476.19 
HD The Home Depot, Inc.
+1.99%
+$31,558.8 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.99%
+$8,090.35 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$5,011.13 
V Visa Inc. Class A
+1.96%
+$37,910.55 
DIS The Walt Disney Company
+1.92%
+$6,597.42 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.91%
+$24,116.16 
MSFT Microsoft Corp.
+1.89%
+$108,604.42 
OKE ONEOK, Inc.
+1.87%
+$21,516.9 
GILD Gilead Sciences Inc.
+1.78%
+$10,240.04 
PG Procter & Gamble Co
+1.76%
+$20,282.52 
KKR KKR & Co. Inc.
+1.69%
+$18,592.83 
FVD First Trust Value Line Dividend Index Fund
+1.69%
+$14,607.67 
USB U.S. Bancorp
+1.64%
+$4,191.07 
SHW The Sherwin-Williams Company
+1.6%
+$10,577.52 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.57%
+$32,529.33 
FTCS First Trust Capital Strength ETF
+1.56%
+$28,587 
CB Chubb Limited
+1.5%
+$27,328.87 
MNST Monster Beverage Corporation
+1.47%
+$5,546.27 
SPLV Invesco S&P 500 Low Volatility ETF
+1.47%
+$16,601.16 
FTA First Trust Large Cap Value AlphaDEX Fund
+1.46%
+$58,569.94 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.43%
+$58,659.32 
CTVA Corteva Inc.
+1.4%
+$4,723.41 
AAPL Apple Inc.
+1.4%
+$156,821.85 
AFL Aflac Inc.
+1.38%
+$3,578.81 
RKT Rocket Companies, Inc. Class A
+1.31%
+$3,303.74 
DE Deere & Company
+1.3%
+$9,106.04 
PH Parker-Hannifin Corporation
+1.26%
+$8,716.96 
EMR Emerson Electric Co.
+1.25%
+$9,405 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.23%
+$6,060.33 
ET Energy Transfer L.P.
+1.23%
+$4,617.27 
FXH First Trust Health Care AlphaDEX Fund
+1.21%
+$5,461.83 
DHR Danaher Corporation
+1.19%
+$7,755.55 
UBER Uber Technologies, Inc.
+1.18%
+$2,981.62 
FYX First Trust Small Cap Core AlphaDEX Fund
+1.15%
+$7,136.34 
WMS Advanced Drainage Systems, Inc.
+1.15%
+$3,841.92 
FDX FedEx Corporation
+1.15%
+$3,261.59 
MMM 3M Company
+1.15%
+$2,931.12 
SDVD FT Vest Smid Rising Dividend Fund
+1.15%
+$14,865.44 
TRV The Travelers Companies, Inc.
+1.12%
+$5,608.8 
CVX Chevron Corporation
+1.11%
+$28,770.86 
LNG Cheniere Energy Inc.
+1.11%
+$2,257.8 
LLY Eli Lilly and Company
+1.06%
+$10,204.25 
CARR Carrier Global Corporation
+1.04%
+$9,989.98 
MSI Motorola Solutions, Inc.
+1.04%
+$9,136.3 
CINF Cincinnati Financial Corporation
+1.02%
+$31,173.12 
APD Air Products and Chemicals, Inc.
+0.93%
+$2,522.52 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$9,956.25 
BX Blackstone Inc.
+0.92%
+$5,021.63 
KMI Kinder Morgan, Inc.
+0.9%
+$3,567.87 
XOM Exxon Mobil Corporation
+0.89%
+$16,806.4 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$2,013.87 
DUK Duke Energy Corporation
+0.82%
+$3,843.8 
SO The Southern Company
+0.8%
+$6,513.96 
ES Eversource Energy
+0.8%
+$2,362.95 
ARCC Ares Capital Corporation
+0.78%
+$2,902.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$39,910.64 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.75%
+$4,024.54 
XEL Xcel Energy Inc.
+0.74%
+$2,405.43 
EOG EOG Resources, Inc.
+0.66%
+$1,469.7 
BABA Alibaba Group Holding Limited SP ADR
+0.65%
+$2,109.8 
COP ConocoPhillips
+0.64%
+$5,374.65 
ATO Atmos Energy Corporation
+0.62%
+$1,516.32 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.61%
+$2,333.88 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$7,235.11 
TRGP Targa Resources Corp.
+0.61%
+$2,347.41 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.6%
+$20,079.6 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.6%
+$1,512.49 
HON Honeywell International Inc.
+0.56%
+$1,037.88 
MPLX MPLX LP
+0.55%
+$3,072.41 
AXP American Express Company
+0.51%
+$7,203.31 
WSO Watsco Inc.
+0.5%
+$4,360.2 
WEC WEC Energy Group Inc.
+0.47%
+$5,072.63 
JNJ Johnson & Johnson
+0.46%
+$9,071.92 
PXI Invesco Dorsey Wright Energy ETF
+0.46%
+$2,830.47 
FXU First Trust Utilities AlphaDEX Fund
+0.45%
+$3,290.32 
DVN Devon Energy Corporation
+0.44%
+$1,543.94 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$6,526.14 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$5,500 
TPL Texas Pacific Land Corporation
+0.43%
+$1,343.42 
NFLX Netflix, Inc.
+0.41%
+$946.41 
LIN Linde plc
+0.4%
+$9,153.48 
AMZN Amazon.com Inc
+0.37%
+$8,578.44 
GD General Dynamics Corporation
+0.32%
+$1,833 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.31%
+$1,771.92 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$2,410.17 
GOOG Alphabet Inc
+0.28%
+$4,773.19 
RDVI FT Vest Rising Dividend Achievers Fund
+0.26%
+$12,597.9 
AEP American Electric Power Company, Inc.
+0.24%
+$1,991.68 
CGDG Capital Group Dividend Growers ETF
+0.24%
+$5,508.72 
WMB The Williams Companies, Inc.
+0.21%
+$987.84 
GOOGL Alphabet Inc
+0.21%
+$4,825.65 
RDVY First Trust Rising Dividend Achievers ETF
+0.2%
+$2,131.25 
PFI Invesco Dorsey Wright Financial Momentum ETF
+0.19%
+$917.87 
BAC Bank of America Corporation
+0.18%
+$587.29 
LMT Lockheed Martin Corporation
+0.17%
+$1,091.08 
PEZ Invesco Dorsey Wright Consumer Discretionary Portfolio
+0.12%
+$552.37 
IWM iShares Russell 2000 ETF
+0.1%
+$441.44 
ARES Ares Management Corporation
+0.1%
+$307.84 
CME CME Group Inc.
+0.09%
+$525.16 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,373.58 
PLTR Palantir Technologies Inc.
+0.01%
+$38.12 
SHV iShares Short Treasury Bond ETF
+0.01%
+$25.53 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-8.94%
-$78,350 
MRVL Marvell Technology, Inc.
-8.6%
-$73,473.12 
CATX Perspective Therapeutics Inc.
-7.92%
-$25,260.56 
PTF Invesco Dorsey Wright Technology ETF
-6.39%
-$18,160.61 
MU Micron Technology, Inc.
-5.91%
-$33,893.64 
INTC Intel Corporation
-5.87%
-$29,681.3 
MTSI MACOM Technology Solutions Holdings, Inc.
-5.77%
-$33,800 
AMD Advanced Micro Devices, Inc.
-5.4%
-$113,016.27 
GE General Electric Company
-5.37%
-$22,871.7 
FCX Freeport-McMoRan Inc.
-4.77%
-$12,735.73 
MS Morgan Stanley
-4.48%
-$46,669.26 
ORCL Oracle Corporation
-4.29%
-$68,735.2 
GS The Goldman Sachs Group, Inc.
-4.28%
-$112,581.84 
AVGO Broadcom Inc.
-4.2%
-$94,498.71 
ETN Eaton Corporation plc
-4.18%
-$31,032.75 
SMH VanEck Semiconductor ETF
-3.68%
-$30,515.25 
CSCO Cisco Systems, Inc.
-3.56%
-$33,533.78 
CAT Caterpillar Inc.
-3.36%
-$171,962.33 
QCOM QUALCOMM Incorporated
-3.33%
-$38,631 
ELV Elevance Health, Inc.
-3.25%
-$30,227.58 
SOUN SoundHound AI Inc.
-3.23%
-$8,652 
PWR Quanta Services Inc.
-3.19%
-$25,114.05 
PRN Invesco Dorsey Wright Industrials ETF
-3.1%
-$23,361.65 
GDX VanEck Gold Miners ETF
-3.04%
-$54,569.25 
SLV iShares Silver Trust
-2.97%
-$8,534.3 
CMI Cummins Inc.
-2.94%
-$53,143.1 
PDP Invesco Dorsey Wright Momentum ETF
-2.87%
-$7,686.24 
MTUM iShares MSCI USA Momentum Factor ETF
-2.85%
-$33,325.12 
KEYS Keysight Technologies, Inc.
-2.73%
-$15,267.73 
JBL Jabil Inc.
-2.7%
-$21,464.73 
GEV GE Vernova Inc.
-2.68%
-$8,710.24 
ADI Analog Devices, Inc.
-2.68%
-$85,885.41 
GRAB Grab Holdings Limited
-2.62%
-$8,727 
NVDA NVIDIA Corporation
-2.56%
-$127,570.37 
KLAC KLA Corporation
-2.54%
-$30,548.5 
ETHA iShares Ethereum Trust
-2.48%
-$5,806.8 
DWAS Invesco Dorsey Wright SmallCap Momentum ETF
-2.34%
-$25,664.11 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$25,892.92 
FNV Franco-Nevada Corporation
-2.07%
-$5,833.8 
DJT Trump Media & Technology Group Corp.
-1.94%
-$6,508.23 
APH Amphenol Corporation
-1.9%
-$44,201.17 
SOFI SoFi Technologies, Inc.
-1.9%
-$4,784.96 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$34,452.28 
CGGO Capital Group Global Growth Equity ETF
-1.85%
-$70,948.59 
META Meta Platforms Inc Class A
-1.71%
-$12,676.7 
GLD SPDR Gold Shares
-1.68%
-$3,043.75 
NTRS Northern Trust Corporation
-1.68%
-$10,938.67 
C Citigroup Inc.
-1.64%
-$12,082.67 
CGXU Capital Group International Focus Equity ETF
-1.61%
-$32,461.55 
IFV First Trust Dorsey Wright Focus 5 International Fund
-1.61%
-$39,749.53 
PYZ Invesco Dorsey Wright Basic Materials ETF
-1.59%
-$8,611.64 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
-1.56%
-$14,862.83 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-1.53%
-$15,991.64 
TSLA Tesla, Inc.
-1.51%
-$12,647.12 
DLR Digital Realty Trust, Inc.
-1.5%
-$4,947.36 
JCI Johnson Controls International plc
-1.46%
-$3,288.05 
BKR Baker Hughes Company
-1.35%
-$17,307.41 
PANW Palo Alto Networks, Inc.
-1.35%
-$12,979.17 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$5,947.2 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
-1.26%
-$8,156.72 
FV First Trust Dorsey Wright Focus 5 ETF
-1.25%
-$22,652.28 
FEM First Trust Emerging Markets Small Cap AlphaDEX Fund
-1.24%
-$5,668.55 
RTX RTX Corporation
-1.2%
-$3,365.21 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.1%
-$2,899.57 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.05%
-$2,193.84 
FTGC First Trust Global Tactical Commodity Strategy Fund
-1.01%
-$13,016.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$13,721.55 
CGGR Capital Group Growth ETF
-0.96%
-$21,451.95 
BA Boeing Company
-0.88%
-$5,493.16 
IYM iShares U.S. Basic Materials ETF
-0.77%
-$1,974.72 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.75%
-$2,573.83 
WRB W.R. Berkley Corporation
-0.74%
-$5,699.72 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.74%
-$8,487.57 
NOW ServiceNow, Inc.
-0.73%
-$1,516.9 
FTQI First Trust Nasdaq BuyWrite Fund
-0.69%
-$8,355.74 
EW Edwards Lifesciences Corporation
-0.68%
-$2,888.72 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$13,624 
CGIE Capital Group International Equity ETF
-0.56%
-$10,903.54 
JPM JPMorgan Chase & Co.
-0.35%
-$50,180.63 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.31%
-$1,291.85 
NEE NextEra Energy, Inc.
-0.28%
-$2,763 
VOO Vanguard S&P 500 ETF
-0.28%
-$8,466.9 
CGUS Capital Group Core Equity ETF
-0.26%
-$7,417.5 
PGR Progressive Corporation
-0.25%
-$713.44 
ETR Entergy Corporation
-0.22%
-$778 
CGDV Capital Group Dividend Value ETF
-0.13%
-$2,588.04 
NOC Northrop Grumman Corporation
-0.07%
-$173.41 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.06%
-$661.54 
LNTH Lantheus Holdings, Inc.
-0.04%
-$517.92 
LMBS First Trust Low Duration Opportunities ETF
-0.04%
-$94.78 
ROK Rockwell Automation, Inc.
-0.04%
-$232.96 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$63.33 
VO Vanguard Mid-Cap ETF
-0.03%
-$315.61 Events
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Dividends
Dividend Analysis
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| Trades 2070 | Longs Won 1505/2070 72% | Profit Factor 8.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $238,229.22 |
| Average Win $57,958.91 | Best Trade (Jul 15) $7.22M | Sharpe Ratio -12.06 |
| Average Loss -$18,131.13 | Worst Trade (Jul 15) -$1.5M | Z-Score 22.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $37,190.37 |
| 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 | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
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