GP
Gregg Picillo Portfolio
Invests via Albert D. Mason Inc | Managed by Gregg Picillo
Invests via Albert D. Mason Inc
Managed by Gregg Picillo
Automatically Tracked
Gregg Picillo Profile
With a robust background in finance and corporate leadership, Gregg Picillo excels as an influential figure within the investment sector. His extensive experience encompasses senior roles across various financial services, focusing on market analysis and strategic growth initiatives. Over the years, he has established a strong reputation for fostering relationships that drive business expansion and operational efficiency. Combining keen insights into capital markets with hands-on leadership skills, he contributes significantly to navigating complex investment landscapes while enhancing shareholder value. His ability to identify emerging trends positions him uniquely in delivering impactful results for his organizations.
With a robust background in finance and corporate leadership, Gregg Picillo excels as an influential figure within the investment sector. His extensive experience encompasses senior roles across various financial services, focusing on market analysis and strategic growth initiatives. Over the years, he has established a strong reputation for fostering relationships that drive business expansion and operational efficiency. Combining keen insights into capital markets with hands-on leadership skills, he contributes significantly to navigating complex investment landscapes while enhancing shareholder value. His ability to identify emerging trends positions him uniquely in delivering impactful results for his organizations.
Investment Philosophy & Strategy
With a strong emphasis on identifying unique market trends, Gregg Picillo approaches investment opportunities through an innovative lens. His leadership experience and strategic thinking enable him to capitalize on dynamic sectors poised for growth. A focus on operational efficiency drives his decision-making, prioritizing investments that can scale effectively in competitive environments. By leveraging a hands-on style, he cultivates relationships that not only support expansion but also foster the development of forward-thinking strategies aligned with emerging consumer demands.
With a strong emphasis on identifying unique market trends, Gregg Picillo approaches investment opportunities through an innovative lens. His leadership experience and strategic thinking enable him to capitalize on dynamic sectors poised for growth. A focus on operational efficiency drives his decision-making, prioritizing investments that can scale effectively in competitive environments. By leveraging a hands-on style, he cultivates relationships that not only support expansion but also foster the development of forward-thinking strategies aligned with emerging consumer demands.
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:
-99.63%
Gain -99.27%
Monthly
-2.37%
Yearly
-24.99%
Drawdown
99.8%
$29.7B
Equity
Holdings
$29.7B
Investment
$40.49B
-$209.24B
Profit -$11.13B
Realized
-$198.45B
Unrealized
-$10.79B
Dividends
$270.97M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-99.27%
Profit
-$11.13B
Win %
72%
This Week
Compared To Last Week
Gain
-27.3%
Profit
-$11.15B
Win %
72%
This Month
Compared to last month
Gain
-27.31%
Profit
-$11.16B
Win %
72%
This Year
Compared to last year
Gain
-12.88%
Profit
$34.26M
Win %
70%
AVGO Broadcom Inc.
+3.89%
+$28,303.45 
LRCX Lam Research Corporation
+3.7%
+$200,722.87 
BABA Alibaba Group Holding Limited SP ADR
+3.34%
+$24,222.25 
CMWAY Commonwealth Bank of Australia Sponsored ADR
+2.69%
+$16,837.14 
GOOGL Alphabet Inc
+2.64%
+$7,931.53 
AMAT Applied Materials, Inc.
+2.47%
+$29,939.31 
SDZNY Sandoz Group AG ADR
+2.42%
+$4,658.59 
GOOG Alphabet Inc
+2.37%
+$178,093.93 
ETN Eaton Corporation plc
+2.21%
+$46,519.84 
KLAC KLA Corporation
+1.72%
+$80,342.19 
RHUHF Richelieu Hardware Ltd.
+1.65%
+$8,140.02 
EPD Enterprise Products Partners L.P.
+1.27%
+$19,951.82 
HUBB Hubbell Inc.
+1.23%
+$33,495.64 
BDN Brandywine Realty Trust
+1.2%
+$6,688.29 
KMI Kinder Morgan, Inc.
+1.09%
+$25,011.08 
LIFZF Labrador Iron Ore Royalty Corporation
+0.98%
+$9,977.94 
HPE Hewlett Packard Enterprise Company
+0.92%
+$7,790.71 
GVDNY Givaudan SA
+0.84%
+$11,016.72 
CRLBF Cresco Labs Inc.
+0.81%
+$519.41 
LNG Cheniere Energy Inc.
+0.75%
+$5,088.35 
CMI Cummins Inc.
+0.7%
+$10,431.63 
PH Parker-Hannifin Corporation
+0.69%
+$13,309.22 
DMLP Dorchester Minerals, L.P.
+0.6%
+$4,165.2 
LOGI Logitech International S.A.
+0.6%
+$84,059.6 
GLP Global Partners L.P.
+0.59%
+$39,869.1 
GOODO Gladstone Commercial Corporation 6% Series G Cumulative Redeemable Preferred Stock
+0.54%
+$6,109.6 
EMR Emerson Electric Co.
+0.47%
+$6,023.79 
ITT Itt Inc.
+0.46%
+$14,125.77 
TNC Tennant Company
+0.45%
+$2,990.4 
FLS Flowserve Corporation
+0.45%
+$1,098.57 
AME Ametek Inc.
+0.44%
+$1,127.35 
PAC Grupo Aeroportuario del Pacífico S.A.B. de C.V. ADR
+0.4%
+$9,439.43 
GILD Gilead Sciences Inc.
+0.32%
+$2,405.76 
SNA Snap-on Inc.
+0.22%
+$7,405.26 
TMTNF Toromont Industries Ltd.
+0.21%
+$6,004.2 
IRMD Iridium Corporation
+0.19%
+$2,750.88 
HRL Hormel Foods Corporation
+0.19%
+$13,239.84 
NVDA NVIDIA Corporation
+0.18%
+$1,246.05 
CME CME Group Inc.
+0.17%
+$2,777.08 
ET Energy Transfer L.P.
+0.17%
+$2,697.73 
PB Prosperity Bancshares Inc.
+0.13%
+$11,533.95 
LECO Lincoln Electric Holdings, Inc.
+0.11%
+$2,016.95 
NBIS Nebius Group N.V.
+0.09%
+$1,233.99 
NXPI NXP Semiconductors N.V.
+0.07%
+$258.88 
MGY Magnolia Oil & Gas Corp.
+0.04%
+$622.27 
NDSN Nordson Corporation
+0.02%
+$280.21 
OKE ONEOK, Inc.
+0.01%
+$34.68 
AYRWF Ayr Wellness Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ERF Enerplus Corp
0%
$0 
NRWS Narrowstep Inc.
0%
$0 
ROSYY PJSC Rostelecom
0%
$0 
SKRUF Scottish Re Group Limited
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CBCPQ Colonial Capital Trust IV
0%
$0 
WRI Weingarten Realty Investors
0%
$0 
HNP Huaneng Power International Inc
0%
$0 
HCBP Harvest Community Bank (Pennsville, NJ)
0%
$0 
OSBCP Old Second Capital Trust I
0%
$0 
BPL Buckeye Partners LP
0%
$0 
UBA Urstadt Biddle Properties Inc
0%
$0 
UBP Urstadt Biddle Properties Inc
0%
$0 
LPT Liberty Property Trust
0%
$0 
FGPRQ Ferrellgas Partners, L.P.
0%
$0 
GOODP Gladstone Commercial Corp
0%
$0 
HONIV Honeywell International Inc.
0%
$0 CBSS
CBSS
0%
$0 TLM
TLM
0%
$0 BGF
BGF
0%
$0 BMS
BMS
0%
$0 SFYW
SFYWQ
0%
$0 MI
MI
0%
$0 RDDY
RDDYQ
0%
$0 PGH
PGH
0%
$0 CLP
CLP
0%
$0 RPT
RPT
0%
$0 OKS
OKS
0%
$0 MTL
MTL
0%
$0 TKS
TKS
0%
$0 IRE
IRE
0%
$0 CNB
CNB
0%
$0 PKY
PKY
0%
$0 4945
49455U100
0%
$0 BNK
BNK
0%
$0 MZ
MZ
0%
$0 4945
4945SC
0%
$0 SXL
SXL
0%
$0 TMA
TMA
0%
$0 CHKE
CHKE
0%
$0 SPI
SPI
0%
$0 ENST
ENSTY
0%
$0 MONM
MONM
0%
$0 PVR
PVR
0%
$0 KRCP
KRCPRE
0%
$0 OFCP
OFCPRH
0%
$0 CNE
CNE
0%
$0 2567
25675T107
0%
$0 SNCA
SNCAF
0%
$0 G420
G4209G207
0%
$0 HINK
HINKY
0%
$0 TCAP
TCAPR
0%
$0 PMGY
PMGYF
0%
$0 ZBPR
ZBPRB
0%
$0 SBIB
SBIBN
0%
$0 5155
515555100
0%
$0 7974
797440831
0%
$0 NPBC
NPBCO
0%
$0 PGXF
PGXFF
0%
$0 F803
F80343100
0%
$0 7415
74157U109
0%
$0 LXPP
LXPPRBCL
0%
$0 7156
715683900
0%
$0 HIWP
HIWPRB
0%
$0 7380
738048909
0%
$0 BPBP
BPBPJ0907
0%
$0 AREP
AREPRC
0%
$0 BGIP
BGIPRT
0%
$0 BDNP
BDNPRC
0%
$0 CBLP
CBLPRC
0%
$0 1248
124830308
0%
$0 CHZP
CHZPRA
0%
$0 CLPP
CLPPRD
0%
$0 DLRP
DLRPRBCL
0%
$0 GMXP
GMXPQ
0%
$0 IMPH
IMPHP
0%
$0 5017
501777304
0%
$0 5788
57887Q209
0%
$0 6594
659435AC5
0%
$0 PSBP
PSBPRO
0%
$0 7603
760329201
0%
$0 UBPP
UBPPRD
0%
$0 6093
609327903
0%
$0 1348
134830108
0%
$0 1999
199910100
0%
$0 5122
512223108
0%
$0 7063
706329109
0%
$0 5723
572383909
0%
$0 4385
438502007
0%
$0 HCBP
HCBPW
0%
$0 7792
779255900
0%
$0 TSOG
TSOGF
0%
$0 G912
G91235104
0%
$0 0150
015008907
0%
$0 4834
483410007
0%
$0 6215
621503002
0%
$0 ACI0
ACI07W296
0%
$0 B0RT
B0RTNX900
0%
$0 ACI0
ACI0VM9Y9
0%
$0 BYWV
BYWVDP903
0%
$0 B40J
B40JTQ902
0%
$0 B4YZ
B4YZN3906
0%
$0 7416
74167K109
0%
$0 5932
593271951
0%
$0 Q774
Q7740Q104
0%
$0 G902
G9026D113
0%
$0 MNR
MNR
0%
$0 CURL
CURLD
0%
$0 
HOVNP Hovnanian Enterprises, Inc. Preferred Stock 7.625% Perpetual
-3.53%
-$28,029.6 
BTU Peabody Energy Corporation
-2.72%
-$31,294.6 
CF CF Industries Holdings, Inc.
-2.26%
-$8,597.08 
ADM Archer-Daniels-Midland Co
-2.06%
-$9,542.3 
CLMB Climb Global Solutions Inc.
-2.01%
-$34,896.4 
OMC Omnicom Group Inc.
-2%
-$214,828.42 
AGYS Agilysys Inc.
-1.97%
-$37,424.34 
MRNFF Meren Energy Inc.
-1.85%
-$1,200 
ZM Zoom Video Communications, Inc.
-1.83%
-$5,188.3 
PLBC Plumas Bancorp
-1.79%
-$50,156.04 
TCNNF Trulieve Cannabis Corp.
-1.59%
-$7,252.56 
META Meta Platforms Inc Class A
-1.53%
-$22,855.14 
SSL Sasol Ltd Sponsored ADR
-1.49%
-$1,948.8 
CVS CVS Health Corporation
-1.45%
-$13,199.56 
FISV Fiserv, Inc.
-1.45%
-$329,371.18 
SIRI Sirius XM Holdings Inc.
-1.44%
-$4,592.8 
DDOG Datadog, Inc. Class A Common Stock
-1.44%
-$11,949.75 
CALM Cal-Maine Foods Inc.
-1.31%
-$3,243.68 
SNY Sanofi American Depositary Receipt
-1.3%
-$65,844.8 
PAYX Paychex Inc.
-1.29%
-$28,232.29 
SHW The Sherwin-Williams Company
-1.26%
-$25,545.52 
VZ Verizon Communications Inc.
-1.23%
-$9,124.92 
NHI National Health Investors, Inc.
-1.21%
-$3,748.32 
EEFT Euronet Worldwide, Inc.
-1.16%
-$80,457.55 
ATO Atmos Energy Corporation
-1.15%
-$30,427.55 
MGM MGM Resorts International
-1.11%
-$3,116.53 
DHI D.R. Horton, Inc.
-1.09%
-$2,079.27 
GAIN Gladstone Investment Corporation
-1.05%
-$11,807.35 
ADP Automatic Data Processing Inc.
-1.02%
-$499,910.58 
HONA Honeywell Aerospace Inc.
-0.98%
-$3,459.66 
SHEL Shell plc
-0.95%
-$6,798.61 
ECL Ecolab Inc.
-0.93%
-$9,592.17 
BBT Beacon Financial Corporation
-0.89%
-$13.75 
APD Air Products and Chemicals, Inc.
-0.88%
-$263,790.16 
CPK Chesapeake Utilities Corporation
-0.88%
-$19,660.4 
PYPL PayPal Holdings Inc
-0.87%
-$2,865.8 
MSFT Microsoft Corp.
-0.86%
-$10,270.86 
FULT Fulton Financial Corporation
-0.85%
-$45,876.6 
EDPFY Energias de Portugal S.A. American Depositary Receipt
-0.85%
-$49,300.85 
ARKAY Arkema S.A. Sponsored ADR
-0.83%
-$1,111.61 
BHP BHP Group Ltd.
-0.83%
-$8,483.48 
MGDDY Michelin Group Unsponsored American Depositary Receipt
-0.81%
-$6,482.56 
TTE TotalEnergies SE
-0.81%
-$80,548.26 
MPB Mid Penn Bancorp Inc.
-0.79%
-$33.49 
ASB Associated Banc-Corp
-0.77%
-$32,136.75 
MTD Mettler-Toledo International Inc.
-0.76%
-$5,121.73 
VTRS Viatris Inc.
-0.76%
-$3,102.58 
APA APA Corporation
-0.75%
-$9,515.92 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-0.74%
-$2,302.9 
LIN Linde plc
-0.73%
-$22,271.11 
UMH UMH Properties, Inc.
-0.72%
-$22,186.49 
JNJ Johnson & Johnson
-0.72%
-$129,659.9 
FR First Industrial Realty Trust Inc.
-0.7%
-$59,173.4 
CHRD Chord Energy Corp
-0.7%
-$9,518.64 
ZTS Zoetis Inc.
-0.66%
-$4,386.31 
BMY Bristol-Myers Squibb Company
-0.64%
-$93,607.2 
UNH UnitedHealth Group Incorporated
-0.63%
-$1,512.75 
GOOD Gladstone Commercial Corporation
-0.63%
-$10,080 
GE General Electric Company
-0.58%
-$41,175.45 
NSC Norfolk Southern Corporation
-0.57%
-$245,301.9 
CL Colgate-Palmolive Company
-0.56%
-$97,450.65 
UPS United Parcel Service, Inc.
-0.55%
-$27,305.3 
PSA Public Storage Common Stock
-0.53%
-$1,567.75 
PTR PetroChina Co Ltd
-0.51%
-$12,847.2 
TD The Toronto-Dominion Bank
-0.5%
-$99,754.52 
GRMN Garmin Ltd.
-0.48%
-$8,531.74 
SKT Tanger Factory Outlet Centers, Inc.
-0.48%
-$11,029.26 
VET Vermilion Energy Inc.
-0.47%
-$4,912.68 
KRG Kite Realty Group Trust
-0.43%
-$2,255 
CHCT Community Healthcare Trust Inc.
-0.42%
-$1,624.62 
GGG Graco Inc.
-0.4%
-$2,472.33 
HII Huntington Ingalls Industries Inc.
-0.36%
-$905.97 
AAPL Apple Inc.
-0.36%
-$5,634.97 
USB U.S. Bancorp
-0.35%
-$1,012.62 
V Visa Inc. Class A
-0.34%
-$900.9 
NNN NNN REIT, Inc.
-0.34%
-$709.94 
VRSN Verisign Inc.
-0.3%
-$1,118.39 
GIS General Mills, Inc.
-0.3%
-$22,107.8 
AKR Acadia Realty Trust
-0.26%
-$7,977 
C Citigroup Inc.
-0.25%
-$1,261.92 
NVS Novartis AG Sponsored ADR
-0.24%
-$50,370.18 
CHD Church & Dwight Co., Inc.
-0.24%
-$1,651.4 
GWW W.W. Grainger, Inc.
-0.23%
-$269,941.29 
MRO Marathon Oil Corp
-0.23%
-$10,853.96 
WTFC Wintrust Financial Corporation
-0.2%
-$4,428.3 
TXRH Texas Roadhouse Inc.
-0.2%
-$2,111.17 
WES Western Midstream Partners, LP
-0.2%
-$3,388.84 
T AT&T Inc.
-0.16%
-$1,430.88 
MCD McDonald's Corporation
-0.16%
-$3,020.55 
ABNB Airbnb, Inc.
-0.15%
-$951.75 
STT State Street Corp
-0.14%
-$9,556.25 
GTBIF Green Thumb Industries Inc.
-0.14%
-$952.9 
FBK FB Financial Corp
-0.13%
-$1,987.3 
RHHBY Roche Holding AG
-0.13%
-$282.17 
FAST Fastenal Co.
-0.12%
-$1,746.48 
XOM Exxon Mobil Corporation
-0.12%
-$16,815.83 
ATR AptarGroup, Inc.
-0.1%
-$1,359.67 
GTY Getty Realty Corp.
-0.1%
-$5,415.72 
VRE Veris Residential Inc.
-0.05%
-$1,166.55 
LUNMF Lundin Mining Corporation
-0.04%
-$172.71 Events
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Dividends
Dividend Analysis
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No Data
| Trades 8376 | Longs Won 4973/8376 59% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $312.21M |
| Average Win $156,557.29 | Best Trade (Aug 27) $64.85M | Sharpe Ratio -35.66 |
| Average Loss -$61.72M | Worst Trade (Mar 30) -$8.87B | Z-Score -1.12 (73.7%) |
| Commissions $0 | Avg. Trade Length 3y 10m 2w 6d | Expectancy -$24.98M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 481 | 433 | 385 | 337 | 289 | 241 | 192 | 144 | 96 | 48 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0150 015008907 | 309,000 | $5.66M | $3.85M | - | -$1.8M | -31.85% | 0.0 |
| 1248 124830308 | 13,000 | $654.16M | $654.16M | - | - | - | 0.0 |
| 1348 134830108 | 128,750 | $1B | $1B | - | - | - | 0.0 |
| 1999 199910100 | 192,550 | $4.1M | $4.51M | - | $412,124.61 | 10.06% | 0.0 |
| 2567 25675T107 | 11,538 | $1.42M | $1.54M | - | $122,530.62 | 8.65% | 0.0 |
| 4385 438502007 | 31,592 | $4.63B | $4.63B | - | - | - | 0.0 |
| 4834 483410007 | 9,476 | $1.06M | $2.51M | - | $1.44M | 135.87% | 0.0 |
| 4945 49455U100 | 10,740 | $792,939.67 | $1.01M | - | $218,465.24 | 27.55% | 0.0 |
| 4945 4945SC | 164,241 | $9.87M | $15.32M | - | $5.46M | 55.3% | 0.0 |
| 5017 501777304 | 66,470 | $968,948.04 | $1.33M | - | $357,084.64 | 36.85% | 0.0 |
| 5122 512223108 | 421,400 | $317.19M | $74,129.91 | - | -$317.12M | -99.98% | 0.0 |
| 5155 515555100 | 299,300 | $1.58M | $177,394.81 | - | -$1.4M | -88.75% | 0.0 |
| 5723 572383909 | 223,575 | $686,513.04 | $686,513.04 | - | - | - | 0.0 |
| 5788 57887Q209 | 52,200 | $1.32B | $1.32B | - | - | - | 0.0 |
| 5932 593271951 | 19,104 | $488,274.75 | $775,431 | - | $287,156.25 | 58.81% | 0.0 |
| 6093 609327903 | 2.01M | $1.87M | $1.39M | - | -$479,245.29 | -25.69% | 0.0 |
| 6215 621503002 | 7,565 | $578,370.66 | $810,835 | - | $232,464.34 | 40.19% | 0.0 |
| 6594 659435AC5 | 180,158 | $187.91M | $187.91M | - | - | - | 0.0 |
| 7063 706329109 | 147,380 | $2.01B | $1.77M | - | -$2.01B | -99.91% | 0.0 |
| 7156 715683900 | 12,379 | $1.39M | $1.63M | - | $237,961.58 | 17.1% | 0.0 |
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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 Gregg Picillo?
The largest contributions to the portfolio's profits come from the following stocks: W.W. Grainger, Inc - $21.44M, Automatic Data Processing Inc - $20.86M, General Mills, Inc - $18.15M, Norfolk Southern Corporation - $16.36M, and Hormel Foods Corporation - $15.31M. 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: BGF - $9.65B, OKS - $9.02B, 4945SC - $8.64B, Buckeye Partners LP - $7.99B, and BMS - $6.77B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregg Picillo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $270.97M earned over time. The largest contributors to dividend income include Buckeye Partners LP - $12.43M, Automatic Data Processing Inc - $10.7M, W.W. Grainger, Inc - $9.63M, General Electric Company - $9.45M, and Norfolk Southern Corporation - $9.32M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregg Picillo's monthly returns?
Gregg Picillo'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 Gregg Picillo's strategy be considered aggressive or moderate?
Gregg Picillo'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 Gregg Picillo's strategy?
Gregg Picillo'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.
