Donald O. Dempster Portfolio
Invests via DLK Investment Management, LLC | Managed by Donald O. Dempster, Theodore J. Kay, Brian S. Johnson, Matthew Van Winkle
Invests via DLK Investment Management, LLC
Managed by Donald O. Dempster, Theodore J. Kay, Brian S. Johnson, Matthew Van Winkle
Automatically Tracked
Donald O. Dempster Profile
Seasoned corporate finance executive and investor who focuses on private equity, M&A and capital markets strategy. Donald O. Dempster combines operating leadership with board and investor-relations experience, advising growth companies on fundraising, strategic exits and governance. Frequently engaged in cross-border transactions and restructurings, offers sector-agnostic deal execution and portfolio oversight capabilities.
Seasoned corporate finance executive and investor who focuses on private equity, M&A and capital markets strategy. Donald O. Dempster combines operating leadership with board and investor-relations experience, advising growth companies on fundraising, strategic exits and governance. Frequently engaged in cross-border transactions and restructurings, offers sector-agnostic deal execution and portfolio oversight capabilities.
Investment Philosophy & Strategy
Combines an operator’s focus with private-equity discipline, targeting control and structured minority positions in growth-stage and turnaround situations. Prioritizes deep due diligence, governance-driven value creation and clear exit pathways—favoring capital-efficient deals, cross-border arbitrage and complex restructurings. Allocates capital with a medium-to-long horizon, balancing active board-level intervention and strategic investor relations to de-risk execution. Sector-agnostic but biased toward companies where corporate finance expertise, M&A structuring and capital markets access materially accelerate scale or unlock value.
Combines an operator’s focus with private-equity discipline, targeting control and structured minority positions in growth-stage and turnaround situations. Prioritizes deep due diligence, governance-driven value creation and clear exit pathways—favoring capital-efficient deals, cross-border arbitrage and complex restructurings. Allocates capital with a medium-to-long horizon, balancing active board-level intervention and strategic investor relations to de-risk execution. Sector-agnostic but biased toward companies where corporate finance expertise, M&A structuring and capital markets access materially accelerate scale or unlock value.
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:
3.98%
Gain
Monthly
0.13%
Yearly
1.55%
Drawdown
20.69%
$271.26M
Equity
Holdings
$271.26M
Investment
$214.46M
$65.39M
Profit -$2.46M
Realized
$8.59M
Unrealized
$56.8M
Dividends
$9.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.46M
Win %
64%
This Week
Compared To Last Week
Gain
0.21%
Profit
$556,564.53
Win %
64%
This Month
Compared to last month
Gain
2.1%
Profit
$5.57M
Win %
64%
This Year
Compared to last year
Gain
6.97%
Profit
$17.64M
Win %
66%
LAB Standard Biotools Inc.
+3.45%
+$336.85 
EDIT Editas Medicine Inc.
+3.12%
+$1,495.71 
CSCO Cisco Systems, Inc.
+2.57%
+$179,732.7 
MU Micron Technology, Inc.
+2.2%
+$12,124.78 
GEV GE Vernova Inc.
+1.7%
+$29,951.36 
ORCL Oracle Corporation
+1.64%
+$4,002.48 
CVX Chevron Corporation
+1.58%
+$7,152.78 
SMR NuScale Power Corporation
+1.57%
+$1,200 
ENPH Enphase Energy, Inc.
+1.41%
+$3,540.9 
QSI Quantum-Si Incorporated
+1.38%
+$189.28 
JNJ Johnson & Johnson
+1.37%
+$102,141.67 
XOM Exxon Mobil Corporation
+1.32%
+$7,472.64 
ABT Abbott Laboratories
+1.3%
+$68,185.53 
GE General Electric Company
+1.13%
+$17,339.4 
CMG Chipotle Mexican Grill, Inc.
+1.08%
+$51,323.07 
PANW Palo Alto Networks, Inc.
+1.06%
+$7,406.25 
EPD Enterprise Products Partners L.P.
+1.05%
+$2,201.2 
ADBE Adobe Inc.
+1.05%
+$62,795.7 
BLNK Blink Charging Co.
+0.92%
+$53.17 
ETN Eaton Corporation plc
+0.89%
+$4,780.16 
CAT Caterpillar Inc.
+0.75%
+$1,917.69 
ABBV AbbVie Inc.
+0.75%
+$3,697.4 
MRVL Marvell Technology, Inc.
+0.64%
+$4,146 
DGX Quest Diagnostics Inc.
+0.52%
+$5,746.56 
CRNT Ceragon Networks Ltd.
+0.46%
+$212 
CVS CVS Health Corporation
+0.42%
+$1,484.96 
NKTX Nkarta Inc.
+0.39%
+$113.2 
ADCT ADC Therapeutics S.A.
+0.37%
+$126.53 
COHR Coherent Corp.
+0.34%
+$957.9 
AAPL Apple Inc.
+0.2%
+$41,559.22 
QCOM QUALCOMM Incorporated
+0.16%
+$7,417.48 
RTX RTX Corporation
+0.06%
+$5,383.15 
BITF Bitfarms Ltd.
0%
$0 
NFLX Netflix, Inc.
-6.94%
-$109,092.72 
AMAT Applied Materials, Inc.
-5%
-$64,492 
IBM International Business Machines Corporation
-3.45%
-$23,027.51 
SNAP Snap Inc.
-3.09%
-$6,378.26 
META Meta Platforms Inc Class A
-2.83%
-$145,393.6 
GOOGL Alphabet Inc
-2.57%
-$27,253.88 
GOOG Alphabet Inc
-2.56%
-$367,294.25 
TSLA Tesla, Inc.
-2.39%
-$151,725.6 
HD The Home Depot, Inc.
-2.35%
-$128,759.36 
ITW Illinois Tool Works Inc.
-2.31%
-$165,289.25 
RIOT Riot Platforms, Inc.
-2.18%
-$10,250 
JBHT J.B. Hunt Transport Services, Inc.
-2.18%
-$13,897 
SIRI Sirius XM Holdings Inc.
-2.11%
-$6,699 
MCD McDonald's Corporation
-2.1%
-$95,059.97 
TXN Texas Instruments Inc
-2.04%
-$96,881.9 
AMGN Amgen Inc.
-2.04%
-$154,506.25 
MKC McCormick & Company, Incorporated
-2.02%
-$76,696.53 
NVDA NVIDIA Corporation
-1.98%
-$137,338.12 
AXP American Express Company
-1.92%
-$5,514.33 
PEP PepsiCo, Inc.
-1.89%
-$93,806.84 
GETY Getty Images Holdings, Inc. Class A Common Stock
-1.86%
-$1,006.83 
V Visa Inc. Class A
-1.8%
-$204,173.44 
RACE Ferrari N.V.
-1.64%
-$93,261.48 
MA Mastercard Incorporated
-1.61%
-$8,598.15 
WM Waste Management, Inc.
-1.51%
-$122,178.12 
MSFT Microsoft Corp.
-1.49%
-$209,693.26 
INTC Intel Corporation
-1.44%
-$9,849 
BDX Becton, Dickinson and Company
-1.32%
-$52,266.81 
ICE Intercontinental Exchange, Inc.
-1.26%
-$88,093.06 
LIN Linde plc
-1.25%
-$57,083.22 
ZIM ZIM Integrated Shipping Services Ltd.
-1.18%
-$2,974.53 
ELV Elevance Health, Inc.
-1.15%
-$3,440.01 
ABNB Airbnb, Inc.
-1.14%
-$4,349.52 
NU Nu Holdings Ltd.
-1.12%
-$2,015 
PLTR Palantir Technologies Inc.
-1.05%
-$3,131.61 
VRT Vertiv Holdings Co
-0.9%
-$3,566.64 
CRM Salesforce Inc
-0.86%
-$2,273.28 
AMZN Amazon.com Inc
-0.84%
-$60,410.99 
SRE Sempra
-0.81%
-$10,185 
COST Costco Wholesale Corporation
-0.8%
-$71,392.67 
SCHW Charles Schwab Corporation
-0.71%
-$41,036.22 
REGN Regeneron Pharmaceuticals, Inc.
-0.57%
-$2,952.89 
LMT Lockheed Martin Corporation
-0.56%
-$1,008.48 
WAB Wabtec Corporation
-0.54%
-$1,218.36 
SO The Southern Company
-0.52%
-$1,687.5 
HRTX Heron Therapeutics Inc.
-0.48%
-$26.89 
MDT Medtronic plc
-0.44%
-$20,639.71 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$2,704 
CR Crane NXT Co.
-0.41%
-$4,142.06 
VZ Verizon Communications Inc.
-0.39%
-$954.21 
WMT Walmart Inc.
-0.38%
-$24,145 
HON Honeywell International Inc.
-0.3%
-$10,847.7 
DHR Danaher Corporation
-0.3%
-$16,321.77 
JPM JPMorgan Chase & Co.
-0.29%
-$30,096.99 
AVGO Broadcom Inc.
-0.28%
-$1,522.16 
BDTX Black Diamond Therapeutics, Inc.
-0.28%
-$91 
DE Deere & Company
-0.28%
-$13,780.22 
MRK Merck & Co., Inc.
-0.14%
-$630.36 
NOW ServiceNow, Inc.
-0.12%
-$261 Events
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Dividends
Dividend Analysis
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| Trades 736 | Longs Won 470/736 63% | Profit Factor 4.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $612,718.99 |
| Average Win $184,210.34 | Best Trade (Jul 17) $8.48M | Sharpe Ratio -11.03 |
| Average Loss -$79,670.89 | Worst Trade (Jul 15) -$2.41M | Z-Score 1.82 (93.12%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $88,840.22 |
| 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 | 3,401 | 3,061 | 2,721 | 2,381 | 2,041 | 1,701 | 1,361 | 1,020 | 680 | 340 |
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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