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:
35.17%
Gain +0.9%
Monthly
0.9%
Yearly
11.41%
Drawdown
16.37%
$282.82M
Equity
Holdings
$282.82M
Investment
$230.7M
$76.22M
Profit +$2.51M
Realized
$24.09M
Unrealized
$52.13M
Dividends
$10.67M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.9%
Profit
$2.51M
Win %
64%
This Week
Compared To Last Week
Gain
1.11%
Profit
$3.11M
Win %
64%
This Month
Compared to last month
Gain
2.93%
Profit
$8.05M
Win %
64%
This Year
Compared to last year
Gain
2.16%
Profit
$6.01M
Win %
67%
EDIT Editas Medicine Inc.
+6.96%
+$2,627.46 
NOW ServiceNow, Inc.
+6.23%
+$41,376.4 
RGTI Rigetti Computing Inc
+5.95%
+$7,645 
LAB Standard Biotools Inc.
+5.78%
+$523.43 
COIN Coinbase Global, Inc.
+5.5%
+$20,121 
HONA Honeywell Aerospace Inc.
+4.77%
+$122,829.2 
SNAP Snap Inc.
+4.59%
+$12,316.64 
HRTX Heron Therapeutics Inc.
+4.57%
+$735.48 
ADCT ADC Therapeutics S.A.
+4.48%
+$1,980.36 
CRM Salesforce Inc
+4.08%
+$24,392.79 
SMR NuScale Power Corporation
+4.03%
+$2,702.5 
HD The Home Depot, Inc.
+3.88%
+$189,044 
ADBE Adobe Inc.
+3.6%
+$9,964.76 
WM Waste Management, Inc.
+3.55%
+$257,368.95 
UNH UnitedHealth Group Incorporated
+3.51%
+$7,814.44 
GTLB GitLab Inc.
+3.4%
+$8,018.3 
QCOM QUALCOMM Incorporated
+3.39%
+$154,048.05 
DHR Danaher Corporation
+3.33%
+$215,658.9 
ACHR Archer Aviation Inc.
+3.32%
+$2,092.5 
NFLX Netflix, Inc.
+3.2%
+$47,419.32 
AMGN Amgen Inc.
+3.05%
+$258,782.11 
ORCL Oracle Corporation
+3.01%
+$14,016.47 
ENPH Enphase Energy, Inc.
+3%
+$5,372.4 
V Visa Inc. Class A
+2.98%
+$364,447.26 
RACE Ferrari N.V.
+2.74%
+$160,404.33 
SIRI Sirius XM Holdings Inc.
+2.7%
+$7,257.25 
MA Mastercard Incorporated
+2.69%
+$13,219.31 
IBM International Business Machines Corporation
+2.5%
+$19,351.69 
AXP American Express Company
+2.4%
+$5,835.89 
SHOP Shopify Inc.
+2.35%
+$6,090 
BDX Becton, Dickinson and Company
+2.31%
+$125,379.67 
CRNT Ceragon Networks Ltd.
+2.31%
+$954 
MKC McCormick & Company, Incorporated
+2.13%
+$77,856.37 
ICE Intercontinental Exchange, Inc.
+2.13%
+$169,897.2 
HOOD Robinhood Markets, Inc.
+2.11%
+$3,963.93 
DGX Quest Diagnostics Inc.
+1.91%
+$23,353.65 
ABT Abbott Laboratories
+1.86%
+$112,567.68 
MCD McDonald's Corporation
+1.73%
+$74,214.27 
WMT Walmart Inc.
+1.68%
+$109,921.5 
MDB MongoDB Inc.
+1.66%
+$3,729.59 
MDT Medtronic plc
+1.65%
+$94,379.5 
VST Vistra Corp
+1.44%
+$3,270.01 
MSFT Microsoft Corp.
+1.29%
+$242,792.67 
GE General Electric Company
+1.15%
+$15,813.23 
JBHT J.B. Hunt Transport Services, Inc.
+1.13%
+$4,562.25 
CMG Chipotle Mexican Grill, Inc.
+0.93%
+$42,470.13 
ITW Illinois Tool Works Inc.
+0.88%
+$62,808.2 
ADPT Adaptive Biotechnologies Corporation
+0.86%
+$1,870 
DE Deere & Company
+0.73%
+$40,472.26 
RIOT Riot Platforms, Inc.
+0.69%
+$2,625 
ABBV AbbVie Inc.
+0.66%
+$3,658.46 
BDTX Black Diamond Therapeutics, Inc.
+0.59%
+$182 
MU Micron Technology, Inc.
+0.51%
+$4,001.2 
AMZN Amazon.com Inc
+0.48%
+$34,417.36 
GOOGL Alphabet Inc
+0.48%
+$5,056.73 
BRK-B Berkshire Hathaway Inc.
+0.47%
+$2,895.89 
GOOG Alphabet Inc
+0.43%
+$57,860.07 
CR Crane NXT Co.
+0.42%
+$3,979.17 
FCX Freeport-McMoRan Inc.
+0.36%
+$817.75 
LIN Linde plc
+0.34%
+$14,887.86 
WAB Wabtec Corporation
+0.23%
+$549.55 
META Meta Platforms Inc Class A
+0.21%
+$12,466.36 
PEP PepsiCo, Inc.
+0.2%
+$9,861.8 
KEEL Keel Infrastructure Corp.
+0.2%
+$117.5 
VZ Verizon Communications Inc.
+0.16%
+$380.59 
COST Costco Wholesale Corporation
+0.1%
+$8,813.31 
HONIV Honeywell International Inc.
0%
$0 
DELL Dell Technologies Inc.
-8.44%
-$19,837.23 
BLNK Blink Charging Co.
-4.14%
-$299.39 
QSI Quantum-Si Incorporated
-3.96%
-$1,304.98 
NKTX Nkarta Inc.
-3.94%
-$905.6 
ZNTL Zentalis Pharmaceuticals, Inc.
-3.66%
-$913.75 
AMAT Applied Materials, Inc.
-3.5%
-$34,123.46 
CSCO Cisco Systems, Inc.
-3.42%
-$238,418.57 
SCHW Charles Schwab Corporation
-2.87%
-$154,106.52 
INTC Intel Corporation
-2.6%
-$7,698.45 
SPCX Space Exploration Technologies Corp. Class A
-2.52%
-$16,369.92 
MRVL Marvell Technology, Inc.
-2.28%
-$16,856 
GEV GE Vernova Inc.
-2.09%
-$34,593.25 
ETN Eaton Corporation plc
-2.07%
-$12,558.89 
CAT Caterpillar Inc.
-1.79%
-$3,534.71 
PANW Palo Alto Networks, Inc.
-1.6%
-$11,833.71 
AMD Advanced Micro Devices, Inc.
-1.51%
-$6,215.03 
XOM Exxon Mobil Corporation
-1.51%
-$10,626.58 
CVX Chevron Corporation
-1.41%
-$7,718.56 
NVDA NVIDIA Corporation
-1.4%
-$101,463.24 
ZIM ZIM Integrated Shipping Services Ltd.
-1.26%
-$3,846.37 
TSLA Tesla, Inc.
-1.25%
-$73,293.66 
AVGO Broadcom Inc.
-0.9%
-$6,119.15 
TXN Texas Instruments Inc
-0.58%
-$26,935.2 
NU Nu Holdings Ltd.
-0.43%
-$845 
PLTR Palantir Technologies Inc.
-0.38%
-$1,476.86 
RTX RTX Corporation
-0.34%
-$29,304.32 
SRE Sempra
-0.29%
-$3,062.05 
JNJ Johnson & Johnson
-0.24%
-$18,466.8 
MRK Merck & Co., Inc.
-0.22%
-$751.41 
NBIS Nebius Group N.V.
-0.11%
-$191.19 
JPM JPMorgan Chase & Co.
-0.05%
-$5,319.18 
AAPL Apple Inc.
0%
-$593.25 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 926 | Longs Won 609/926 65% | Profit Factor 4.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $502,967.49 |
| Average Win $163,049.37 | Best Trade (Oct 14) $7.19M | Sharpe Ratio -180.03 |
| Average Loss -$72,810.9 | Worst Trade (Jun 30) -$2.39M | Z-Score 0.55 (41.81%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 1d | Expectancy $82,306.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,891 | 3,502 | 3,113 | 2,724 | 2,335 | 1,946 | 1,556 | 1,167 | 778 | 389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,384 | $12.27M | $20.37M | - | $8.1M | 65.98% | -0.003% |
| ABBV AbbVie Inc. | 1,946 | $302,266.59 | $555,310.56 | - | $253,043.97 | 83.72% | +0.663% |
| ABT Abbott Laboratories | 58,629 | $6.38M | $6.15M | - | -$228,156.26 | -3.58% | +1.865% |
| ACHR Archer Aviation Inc. | 15,500 | $77,035 | $65,177.5 | - | -$11,857.5 | -15.39% | +3.317% |
| ADBE Adobe Inc. | 1,150 | $279,542.01 | $286,746.75 | - | $7,204.74 | 2.58% | +3.6% |
| ADCT ADC Therapeutics S.A. | 30,467 | $45,929.02 | $46,157.5 | - | $228.48 | 0.5% | +4.483% |
| ADPT Adaptive Biotechnologies Corporation | 8,500 | $388,817.5 | $219,640 | - | -$169,177.5 | -43.51% | +0.859% |
| AMAT Applied Materials, Inc. | 2,186 | $361,244.62 | $942,209.72 | - | $580,965.1 | 160.82% | -3.495% |
| AMD Advanced Micro Devices, Inc. | 721 | $441,079 | $405,346.2 | - | -$35,732.8 | -8.1% | -1.51% |
| AMGN Amgen Inc. | 19,891 | $5.87M | $8.73M | - | $2.86M | 48.78% | +3.053% |
| AMZN Amazon.com Inc | 28,211 | $6.18M | $7.2M | - | $1.03M | 16.62% | +0.48% |
| AVGO Broadcom Inc. | 1,955 | $686,576 | $670,799.6 | - | -$15,776.4 | -2.3% | -0.904% |
| AXP American Express Company | 794 | $241,455 | $249,554.2 | - | $8,099.2 | 3.35% | +2.395% |
| BDTX Black Diamond Therapeutics, Inc. | 18,200 | $47,919.76 | $31,122 | - | -$16,797.76 | -35.05% | +0.588% |
| BDX Becton, Dickinson and Company | 28,691 | $5.19M | $5.54M | - | $355,635.91 | 6.85% | +2.314% |
| BLNK Blink Charging Co. | 15,925 | $9,441.93 | $6,936.93 | - | -$2,505 | -26.53% | -4.137% |
| BRK-B Berkshire Hathaway Inc. | 1,182 | $444,390.76 | $625,041.59 | - | $180,650.83 | 40.65% | +0.465% |
| CAT Caterpillar Inc. | 263 | $213,238 | $193,447.02 | - | -$19,790.98 | -9.28% | -1.794% |
| CMG Chipotle Mexican Grill, Inc. | 149,018 | $4.76M | $4.59M | - | -$170,625.51 | -3.58% | +0.934% |
| COIN Coinbase Global, Inc. | 2,118 | $394,816 | $386,302.02 | - | -$8,513.98 | -2.16% | +5.495% |
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 Donald O. Dempster?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $9.43M, Walmart Inc - $4.63M, RTX Corporation - $2.67M, JPMorgan Chase & Co - $2.61M, and Apple Inc - $2.45M. 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 - $3.75M, Chipotle Mexican Grill, Inc - $2.26M, Nike, Inc. - Class B - $1.79M, 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 $10.67M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $552,710.95, PepsiCo, Inc - $547,573.51, SPDR Portfolio Short Term Corporate Bond ETF - $527,503.27, Amgen Inc - $517,430.85, and Johnson & Johnson - $472,047.95. 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.
2026 © Marketlog. All Rights Reserved.
