Patrick Phillips Portfolio
Invests via DKRT Investments Corp | Managed by Patrick Phillips
Invests via DKRT Investments Corp
Managed by Patrick Phillips
Automatically Tracked
Seasoned private equity investor with operational and deal experience across growth and buyout investments. Patrick Phillips is known for sourcing and leading middle-market transactions, portfolio company value creation, and exit planning. He brings prior operating roles and buy-side experience complemented by an MBA-level business education. The profile suits investors, LPs and corporates seeking a deal-focused partner with hands-on governance and M&A execution capability.
Seasoned private equity investor with operational and deal experience across growth and buyout investments. Patrick Phillips is known for sourcing and leading middle-market transactions, portfolio company value creation, and exit planning. He brings prior operating roles and buy-side experience complemented by an MBA-level business education. The profile suits investors, LPs and corporates seeking a deal-focused partner with hands-on governance and M&A execution capability.
Investment Philosophy & Strategy
Applies a hands-on, operationally driven private equity approach focused on middle‑market buyouts and growth investments. Prioritizes proprietary sourcing and rigorous underwriting that emphasizes cash‑flow mechanics, margin expansion and repeatable M&A bolt‑on strategies. Prefers control or meaningful minority positions enabling active governance, KPI‑driven value creation plans and disciplined use of leverage. Typical holding horizon centers on scaling EBITDA and executing planned exits over a multi‑year cycle, balancing strategic operational improvements with opportunistic market timing.
Applies a hands-on, operationally driven private equity approach focused on middle‑market buyouts and growth investments. Prioritizes proprietary sourcing and rigorous underwriting that emphasizes cash‑flow mechanics, margin expansion and repeatable M&A bolt‑on strategies. Prefers control or meaningful minority positions enabling active governance, KPI‑driven value creation plans and disciplined use of leverage. Typical holding horizon centers on scaling EBITDA and executing planned exits over a multi‑year cycle, balancing strategic operational improvements with opportunistic market timing.
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:
1.84%
Gain +0.59%
Monthly
0.13%
Yearly
1.57%
Drawdown
17.58%
$453.01M
Equity
Holdings
$453.01M
Investment
$375.64M
$10.8M
Profit +$2.84M
Realized
-$66.56M
Unrealized
$77.36M
Dividends
$5.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$2.84M
Win %
76%
This Week
Compared To Last Week
Gain
0.63%
Profit
$2.84M
Win %
76%
This Month
Compared to last month
Gain
4.37%
Profit
$18.95M
Win %
76%
This Year
Compared to last year
Gain
11.46%
Profit
$46.58M
Win %
74%
VERX Vertex Inc.
+7.72%
+$28,500 
UNP Union Pacific Corporation
+1.38%
+$100,281.75 
BCE BCE Inc.
+0.82%
+$1,216 
NVO Novo Nordisk A/S Sponsored ADR
+0.71%
+$19,800 
BSX Boston Scientific Corporation
+0.53%
+$210,600 
OGN Organon & Co.
+0.44%
+$75 
A Agilent Technologies Inc.
0%
-$2 
ALC Alcon Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AQN Algonquin Power & Utilities Corp.
0%
$0 
BIIB Biogen Inc.
0%
$0 
BNS Bank of Nova Scotia
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
FDX FedEx Corporation
0%
+$0.9 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$1 
JPM JPMorgan Chase & Co.
0%
+$1.25 
MMM 3M Company
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
OVV Ovintiv Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
RELX Relx PLC Sponsored ADR
0%
$0 
RY Royal Bank of Canada
0%
$0 
SHAK Shake Shack Inc.
0%
$0 
SYK Stryker Corporation
0%
+$0.42 
TD The Toronto-Dominion Bank
0%
$0 
TGT Target Corporation
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$0.42 
TPG TPG Inc.
0%
$0 
TRI Thomson Reuters Corp.
0%
$0 
TU TELUS Corporation
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VTRS Viatris Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SOLV Solventum Corporation
0%
$0 
GEV GE Vernova Inc.
0%
-$0.03 
FDXF FedEx Freight Holding Company Inc.
0%
-$0.45 
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 93 | Longs Won 66/93 70% | Profit Factor 1.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.54M |
| Average Win $1.66M | Best Trade (Aug 25) $26.64M | Sharpe Ratio -143.66 |
| Average Loss -$3.65M | Worst Trade (Jun 29) -$74.61M | Z-Score 5.12 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1d | Expectancy $116,122 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 3.74% | 10.06% | 17.95% | 27.06% | 37.2% | 48.25% | 60.12% | 72.73% | 86.04% |
| Consecutive Losing Trades | 124 | 112 | 99 | 87 | 74 | 62 | 50 | 37 | 25 | 12 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 200,000 | $23.08M | $29.65M | - | $6.57M | 28.47% | 0.0 |
| ALC Alcon Inc. | 188,500 | $12.65M | $13.87M | - | $1.22M | 9.66% | 0.0 |
| ALLE Allegion plc | 73,000 | $10.26M | $12.13M | - | $1.87M | 18.24% | 0.0 |
| AMZN Amazon.com Inc | 35,000 | $7.68M | $9.35M | - | $1.68M | 21.81% | 0.0 |
| AQN Algonquin Power & Utilities Corp. | 175,000 | $1M | $1.01M | - | $7,000 | 0.7% | 0.0 |
 BA Boeing Company | 37,500 | $7.86M | $8.64M | - | $780,000 | 9.93% | -0.376% |
| BCE BCE Inc. | 6,400 | $141,824 | $149,248 | - | $7,424 | 5.23% | +0.821% |
| BIIB Biogen Inc. | 2,500 | $313,975 | $522,175 | - | $208,200 | 66.31% | 0.0 |
| BNS Bank of Nova Scotia | 56,000 | $3.1M | $5.06M | - | $1.96M | 63.43% | 0.0 |
 BRK-B Berkshire Hathaway Inc. | 10,000 | $5.03M | $5.1M | - | $71,800 | 1.43% | -0.016% |
| BSX Boston Scientific Corporation | 780,000 | $42.02M | $40.32M | - | -$1.7M | -4.05% | +0.525% |
| C Citigroup Inc. | 13,500 | $1.15M | $1.86M | - | $708,210 | 61.63% | 0.0 |
| CAT Caterpillar Inc. | 10,000 | $3.88M | $8.56M | - | $4.67M | 120.4% | 0.0 |
| DIS The Walt Disney Company | 20,000 | $2.48M | $2.06M | - | -$415,800 | -16.76% | 0.0 |
| FDX FedEx Corporation | 90,000 | $16.47M | $29.41M | - | $12.94M | 78.52% | 0.0 |
| FDXF FedEx Freight Holding Company Inc. | 45,000 | $6.79M | $6.36M | - | -$439,200 | -6.46% | 0.0 |
 GE General Electric Company | 5,000 | $1.29M | $1.8M | - | $516,250 | 40.11% | -1.284% |
| GEHC GE HealthCare Technologies Inc. | 1,666 | $123,401 | $120,418.48 | - | -$2,982.52 | -2.42% | 0.0 |
| GEV GE Vernova Inc. | 1,250 | $661,438 | $1.3M | - | $638,437 | 96.52% | 0.0 |
| GS The Goldman Sachs Group, Inc. | 25,000 | $21.81M | $25.93M | - | $4.12M | 18.89% | 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 Patrick Phillips?
The largest contributions to the portfolio's profits come from the following stocks: The Goldman Sachs Group, Inc - $5.08M, Agilent Technologies Inc - $3.65M, Caterpillar Inc - $3.49M, ICON plc - $3.15M, and Thermo Fisher Scientific Inc - $2.46M. 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: TRI - $80.37M, Elevance Health, Inc - $4.25M, The Walt Disney Company - $333,900, Vertex Inc - $153,650, and Vertex Pharmaceuticals Incorporated - $68,200. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick Phillips's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.19M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $925,000, Elevance Health, Inc - $660,000, FedEx Corporation - $501,300, The Goldman Sachs Group, Inc - $427,500, and The Toronto-Dominion Bank - $309,318.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick Phillips's monthly returns?
Patrick Phillips's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Patrick Phillips's strategy be considered aggressive or moderate?
Patrick Phillips's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Patrick Phillips's strategy?
Patrick Phillips's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
