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:
34.75%
Gain -0.2%
Monthly
0.94%
Yearly
11.83%
Drawdown
16.36%
$294.57M
Equity
Holdings
$294.57M
Investment
$228.29M
$75.43M
Profit -$510,459.67
Realized
$9.14M
Unrealized
$66.28M
Dividends
$9.87M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.2%
Profit
-$510,459.67
Win %
69%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$2.68M
Win %
69%
This Month
Compared to last month
Gain
-0.17%
Profit
-$510,459.67
Win %
69%
This Year
Compared to last year
Gain
4.47%
Profit
$12.67M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$513,779.06 
ETN Eaton Corporation plc
+7.32%
+$38,161.88 
GOOG Alphabet Inc
+6.88%
+$1.51M 
GOOGL Alphabet Inc
+6.73%
+$86,262.33 
AUROW Aurora Innovation, Inc. Warrant
+5.26%
+$382.62 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$52,178.07 
META Meta Platforms Inc Class A
+3.28%
+$34,140.06 
MSFT Microsoft Corp.
+3.02%
+$463,365.68 
NVDA NVIDIA Corporation
+2.93%
+$37,543.3 
AREN Arena Group Holdings Inc.
+2.56%
+$414 
CVX Chevron Corporation
+2.35%
+$12,172.36 
CSCO Cisco Systems, Inc.
+2.14%
+$162,100.44 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,362.8 
ZIM ZIM Integrated Shipping Services Ltd.
+1.86%
+$4,718.22 
CRM Salesforce Inc
+1.83%
+$3,439.08 
ORCL Oracle Corporation
+1.81%
+$3,460.38 
ACN Accenture plc Class A
+1.61%
+$23,906.79 
VZ Verizon Communications Inc.
+1.52%
+$3,897.6 
GE General Electric Company
+1.42%
+$30,084.42 
HKD Amtd Digital Inc.
+1.26%
+$204.9 
AMAT Applied Materials, Inc.
+1.18%
+$13,511.05 
ITW Illinois Tool Works Inc.
+1.15%
+$75,175.75 
VUG Vanguard Growth ETF
+1.1%
+$1,899.99 
ADBE Adobe Inc.
+1.01%
+$24,864.16 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$4,414.54 
SCHW Charles Schwab Corporation
+0.87%
+$52,039.26 
IBM International Business Machines Corporation
+0.86%
+$5,527.48 
GEV GE Vernova Inc.
+0.85%
+$15,656.04 
RVMDW Revolution Medicines, Inc. Warrant
+0.84%
+$6,160 
MCD McDonald's Corporation
+0.82%
+$32,830.75 
TSLA Tesla, Inc.
+0.76%
+$44,669.7 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,541.85 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$5,578.72 
RGTI Rigetti Computing Inc
+0.61%
+$4,972.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,707.2 
TIGR UP Fintech Holding Ltd
+0.41%
+$270.02 
RTX RTX Corporation
+0.39%
+$50,295.84 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,377.08 
MRK Merck & Co., Inc.
+0.32%
+$895.05 
BAC-PL Bank of America Corporation
+0.29%
+$1,173.42 
JPM JPMorgan Chase & Co.
+0.27%
+$35,655.14 
JNJ Johnson & Johnson
+0.21%
+$17,494.77 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,576.04 
BDX Becton, Dickinson and Company
+0.1%
+$3,177.13 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$225 
WM Waste Management, Inc.
+0.1%
+$7,348 
WMT Walmart Inc.
+0.09%
+$9,996.4 
ABT Abbott Laboratories
+0.09%
+$4,347.54 
DIS The Walt Disney Company
+0.03%
+$933.3 
CRNT Ceragon Networks Ltd.
0%
$0 
HRTX Heron Therapeutics Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
RIOT Riot Platforms, Inc.
-8.82%
-$49,725 
AAPL Apple Inc.
-7.35%
-$1.75M 
ADPT Adaptive Biotechnologies Corporation
-6.66%
-$4,065.25 
LIN Linde plc
-5.95%
-$232,215.32 
ADCT ADC Therapeutics S.A.
-5.41%
-$1,989.3 
SHOP Shopify Inc.
-4.29%
-$15,907.5 
AG First Majestic Silver Corp
-4.21%
-$9,372 
EDIT Editas Medicine Inc.
-4.09%
-$1,947.22 
QCOM QUALCOMM Incorporated
-2.63%
-$94,631.07 
ABBV AbbVie Inc.
-2.51%
-$12,635.91 
SPRO Spero Therapeutics Inc.
-2.5%
-$940.65 
ICE Intercontinental Exchange, Inc.
-2.42%
-$191,774 
NFLX Netflix, Inc.
-2%
-$3,504 
BTCS Btcs Inc.
-1.91%
-$631.8 
UNH UnitedHealth Group Incorporated
-1.68%
-$79,707.29 
CIFR Cipher Mining Inc.
-1.48%
-$5,460.5 
IAU iShares Gold Trust
-1.46%
-$7,504.33 
BDTX Black Diamond Therapeutics, Inc.
-1.46%
-$405.37 
NKE Nike, Inc. - Class B
-1.37%
-$27,584.22 
SRE Sempra
-1.15%
-$16,510.9 
DE Deere & Company
-1.13%
-$53,434.32 
QSI Quantum-Si Incorporated
-1.11%
-$152 
TXN Texas Instruments Inc
-1.08%
-$41,277.63 
XOM Exxon Mobil Corporation
-0.97%
-$5,393.25 
MA Mastercard Incorporated
-0.74%
-$4,016.25 
AMGN Amgen Inc.
-0.64%
-$47,390.51 
AMT American Tower Corporation
-0.63%
-$1,189.11 
DHR Danaher Corporation
-0.61%
-$26,081.23 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,101.23 
DGX Quest Diagnostics Inc.
-0.55%
-$6,769.95 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$2,743 
PEP PepsiCo, Inc.
-0.46%
-$23,036.16 
HD The Home Depot, Inc.
-0.42%
-$20,575.08 
VGT Vanguard Information Technology ETF
-0.38%
-$872.9 
MDT Medtronic plc
-0.37%
-$15,513.92 
ABNB Airbnb, Inc.
-0.37%
-$1,424.09 
COST Costco Wholesale Corporation
-0.24%
-$22,015.39 
MKC McCormick & Company, Incorporated
-0.12%
-$4,509.36 
XLF Financial Select Sector SPDR Fund
-0.1%
-$394.5 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$3,369.9 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$6,005.9 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$306 
V Visa Inc. Class A
-0.04%
-$4,466.52 
TGT Target Corporation
-0.01%
-$421.76 Events
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Dividends
Dividend Analysis
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| Trades 830 | Longs Won 551/830 66% | Profit Factor 4.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $580,775.92 |
| Average Win $175,242.8 | Best Trade (Aug 05) $8.61M | Sharpe Ratio -155.1 |
| Average Loss -$75,743.59 | Worst Trade (Jun 30) -$2.39M | Z-Score 4.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 3d | Expectancy $90,875.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,891 | 3,502 | 3,113 | 2,724 | 2,335 | 1,946 | 1,556 | 1,167 | 778 | 389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 71,568 | $14.62M | $22.11M | - | $7.49M | 51.26% | -7.354% |
| ABBV AbbVie Inc. | 1,953 | $303,351.38 | $490,085.82 | - | $186,734.44 | 61.56% | -2.513% |
| ABNB Airbnb, Inc. | 2,543 | $345,443.13 | $385,315.36 | - | $39,872.23 | 11.54% | -0.368% |
| ABT Abbott Laboratories | 48,306 | $5.36M | $5.11M | - | -$251,588.79 | -4.7% | +0.085% |
| ACN Accenture plc Class A | 9,090 | $1.13M | $1.51M | - | $377,053.2 | 33.33% | +1.611% |
| ADBE Adobe Inc. | 9,906 | $2.41M | $2.48M | - | $72,610.89 | 3.02% | +1.013% |
| ADCT ADC Therapeutics S.A. | 33,155 | $50,391.08 | $34,812.75 | - | -$15,578.33 | -30.91% | -5.405% |
| ADPT Adaptive Biotechnologies Corporation | 2,525 | $216,140 | $56,989.25 | - | -$159,150.75 | -73.63% | -6.658% |
| AG First Majestic Silver Corp | 14,200 | $240,832 | $213,426 | - | -$27,406 | -11.38% | -4.207% |
| AMAT Applied Materials, Inc. | 2,290 | $378,099.89 | $1.16M | - | $784,464.43 | 207.48% | +1.176% |
| AMGN Amgen Inc. | 19,109 | $5.54M | $7.36M | - | $1.82M | 32.83% | -0.64% |
| AMT American Tower Corporation | 1,081 | $176,819.18 | $187,402.16 | - | $10,582.98 | 5.99% | -0.631% |
| AMZN Amazon.com Inc | 14,240 | $2.69M | $3.87M | - | $1.17M | 43.5% | +15.321% |
| AREN Arena Group Holdings Inc. | 13,800 | $12,282 | $16,560 | - | $4,278 | 34.83% | +2.564% |
| AUROW Aurora Innovation, Inc. Warrant | 38,262 | $9,546.37 | $7,652.4 | - | -$1,893.97 | -19.84% | +5.263% |
| BABA Alibaba Group Holding Limited SP ADR | 8,799 | $844,528.02 | $1.08M | - | $231,149.73 | 27.37% | +5.098% |
| BAC-PL Bank of America Corporation | 318 | $380,379 | $410,188.2 | - | $29,809.2 | 7.84% | +0.287% |
| BDTX Black Diamond Therapeutics, Inc. | 16,215 | $44,178.04 | $27,403.35 | - | -$16,774.69 | -37.97% | -1.458% |
| BDX Becton, Dickinson and Company | 18,689 | $3.4M | $3.1M | - | -$303,586.55 | -8.93% | +0.103% |
| BRK-B Berkshire Hathaway Inc. | 1,278 | $478,630.1 | $653,748.12 | - | $175,118.02 | 36.59% | +0.365% |
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FAQ
Which stocks have generated the highest profits for Donald O. Dempster?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $4M, Walmart Inc - $2.37M, Amazon.com Inc - $1.27M, Honeywell International Inc - $1.24M, and JPMorgan Chase & Co - $1.21M. 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: Adobe Inc - $4.07M, Chipotle Mexican Grill, Inc - $2.26M, Nike, Inc. - Class B - $1.54M, Constellation Brands, Inc - $1.3M, and Kenvue Inc - $1.02M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Donald O. Dempster's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.87M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $503,951.8, PepsiCo, Inc - $494,302.39, SPDR Portfolio Short Term Corporate Bond ETF - $494,116.48, Amgen Inc - $469,276.17, and Johnson & Johnson - $427,815.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Donald O. Dempster's monthly returns?
Donald O. Dempster's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Donald O. Dempster's strategy be considered aggressive or moderate?
Donald O. Dempster'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 Donald O. Dempster's strategy?
Donald O. Dempster'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.
