DDJ
David D. Jones Portfolio
Invests via Applied Finance Capital Management LLC | Managed by Rafael Resendes, Daniel J. Obrycki, Paul Blinn, Jun Wang, CFA, Dhaval Sanghavi, CFA, CPA, Derek Bergen, CFA, John Holt, CFA
Invests via Applied Finance Capital Management LLC
Managed by Rafael Resendes, Daniel J. Obrycki, Paul Blinn, Jun Wang, CFA, Dhaval Sanghavi, CFA, CPA, Derek Bergen, CFA, John Holt, CFA
Automatically Tracked
David D. Jones Profile
David D. Jones is a seasoned entrepreneur and investor known for his transformative impact on the tech industry. With over two decades of experience, he has been instrumental in founding and scaling several successful startups, emphasizing innovation and market expansion. His leadership role in various ventures has not only attracted significant venture capital but also cultivated partnerships with leading corporations seeking to harness technological advancements. In addition to his entrepreneurial achievements, he actively mentors emerging leaders in technology sectors, fostering growth and sustainable development within the ecosystem.
David D. Jones is a seasoned entrepreneur and investor known for his transformative impact on the tech industry. With over two decades of experience, he has been instrumental in founding and scaling several successful startups, emphasizing innovation and market expansion. His leadership role in various ventures has not only attracted significant venture capital but also cultivated partnerships with leading corporations seeking to harness technological advancements. In addition to his entrepreneurial achievements, he actively mentors emerging leaders in technology sectors, fostering growth and sustainable development within the ecosystem.
Investment Philosophy & Strategy
Exploring the intersection of technology and entrepreneurship, David D. Jones harnesses his extensive experience to identify and nurture innovative ventures. He focuses on companies poised for disruption, leveraging a network built over years in the tech landscape to facilitate growth through strategic partnerships and investment. His approach emphasizes scalability and market share expansion while remaining attuned to emerging trends that can redefine industry standards. By prioritizing startups with robust business models, he aims not only for financial returns but also for positive societal impact.
Exploring the intersection of technology and entrepreneurship, David D. Jones harnesses his extensive experience to identify and nurture innovative ventures. He focuses on companies poised for disruption, leveraging a network built over years in the tech landscape to facilitate growth through strategic partnerships and investment. His approach emphasizes scalability and market share expansion while remaining attuned to emerging trends that can redefine industry standards. By prioritizing startups with robust business models, he aims not only for financial returns but also for positive societal impact.
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:
35.34%
Gain +0.02%
Monthly
0.87%
Yearly
11.02%
Drawdown
21.87%
$1.51B
Equity
Holdings
$1.51B
Investment
$1.27B
$601.68M
Profit +$159,860.45
Realized
$359.36M
Unrealized
$242.32M
Dividends
$89.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$159,860.45
Win %
56%
This Week
Compared To Last Week
Gain
0.01%
Profit
$159,860.45
Win %
56%
This Month
Compared to last month
Gain
1.52%
Profit
$22.63M
Win %
56%
This Year
Compared to last year
Gain
7.16%
Profit
$101.39M
Win %
59%
KLAC KLA Corporation
+5.55%
+$3.61M 
CHTR Charter Communications Inc
+4.8%
+$11,022.02 
ANET Arista Networks, Inc.
+4.37%
+$40,602.36 
QCOM QUALCOMM Incorporated
+4.32%
+$71,069.8 
CCL Carnival Corporation Ltd.
+3.77%
+$18,593.46 
STZ Constellation Brands, Inc.
+3.77%
+$533,393.41 
DPZ Domino's Pizza Inc.
+3.72%
+$19,184.6 
MGM MGM Resorts International
+3.71%
+$10,069.5 
PWR Quanta Services Inc.
+3.58%
+$982,645.9 
TSN Tyson Foods Inc.
+3.22%
+$410,785.31 
FCX Freeport-McMoRan Inc.
+3.12%
+$25,674.21 
CF CF Industries Holdings, Inc.
+2.74%
+$5,460.4 
AMAT Applied Materials, Inc.
+2.64%
+$1.89M 
EFX Equifax Inc.
+2.59%
+$6,438.69 
UAL United Airlines Holdings, Inc.
+2.58%
+$9,733.95 
NDAQ Nasdaq, Inc.
+2.58%
+$15,263.36 
WH Wyndham Hotels & Resorts, Inc.
+2.54%
+$5,781.95 
T AT&T Inc.
+2.52%
+$20,333.64 
VZ Verizon Communications Inc.
+2.49%
+$829,062 
CDW CDW Corporation
+2.37%
+$6,836.04 
DVA DaVita Inc.
+2.37%
+$8,293.11 
JPM JPMorgan Chase & Co.
+2.31%
+$494,424.23 
HCA HCA Healthcare Inc.
+2.29%
+$27,683.25 
HPQ HP Inc.
+2.27%
+$792,390.48 
CMCSA Comcast Corp
+2.21%
+$18,098.44 
SYK Stryker Corporation
+2.15%
+$233,778.72 
GIS General Mills, Inc.
+2.04%
+$9,853.89 
TGT Target Corporation
+1.95%
+$402,915.94 
SPG Simon Property Group, Inc.
+1.95%
+$19,512.21 
AMP Ameriprise Financial, Inc.
+1.94%
+$395,972.5 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$3,293.73 
TFC Truist Financial Corporation
+1.93%
+$19,935.16 
FDS FactSet Research Systems Inc.
+1.91%
+$6,088.44 
PRU Prudential Financial, Inc.
+1.87%
+$15,153.85 
BBY Best Buy Co., Inc.
+1.85%
+$7,032.75 
FIX Comfort Systems USA, Inc.
+1.85%
+$17,881.34 
HBAN Huntington Bancshares Incorporated
+1.8%
+$18,005.42 
AR Antero Resources Corporation
+1.78%
+$3,061.59 
TMUS T-Mobile US, Inc.
+1.76%
+$29,542.96 
LYB LyondellBasell Industries N.V.
+1.75%
+$28,801.17 
ADM Archer-Daniels-Midland Co
+1.7%
+$9,867.76 
PNR Pentair plc
+1.7%
+$3,568.23 
STT State Street Corp
+1.69%
+$21,205.76 
ACN Accenture plc Class A
+1.65%
+$26,046.12 
UNP Union Pacific Corporation
+1.65%
+$355,408.58 
OVV Ovintiv Inc.
+1.63%
+$7,505.36 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$17,911.8 
TAP Molson Coors Beverage Company
+1.59%
+$14,820.65 
ALSN Allison Transmission Holdings Inc.
+1.58%
+$4,457.88 
BAC Bank of America Corporation
+1.56%
+$338,923.42 
KDP Keurig Dr Pepper Inc.
+1.54%
+$240,339.84 
BG Bunge Global S.A.
+1.51%
+$8,253.63 
DAL Delta Air Lines, Inc.
+1.5%
+$8,099.54 
CVS CVS Health Corporation
+1.47%
+$233,071.88 
GPC Genuine Parts Company
+1.46%
+$2,993.41 
OMC Omnicom Group Inc.
+1.44%
+$3,343.03 
MET MetLife Inc.
+1.44%
+$317,182.32 
NRG NRG Energy, Inc.
+1.43%
+$15,483.96 
MAR Marriott International Inc. - Class A
+1.42%
+$66,144.55 
SYF Synchrony Financial
+1.42%
+$3,154.89 
EME EMCOR Group, Inc.
+1.42%
+$6,785.26 
COP ConocoPhillips
+1.4%
+$283,718.7 
PPC Pilgrim's Pride Corporation
+1.38%
+$4,201.27 
MCO Moody's Corporation
+1.36%
+$17,517.15 
FISV Fiserv, Inc.
+1.36%
+$204,569.72 
ABBV AbbVie Inc.
+1.32%
+$89,010.16 
QSR Restaurant Brands International Inc.
+1.29%
+$9,404.05 
RMD ResMed Inc.
+1.24%
+$4,005.64 
BF-B Brown-Forman Corporation
+1.24%
+$5,084.31 
VLO Valero Energy Corporation
+1.2%
+$275,830.29 
HLT Hilton Worldwide Holdings Inc.
+1.2%
+$42,438.05 
WAB Wabtec Corporation
+1.19%
+$255,142.44 
LRCX Lam Research Corporation
+1.18%
+$37,790.7 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$128,190.96 
AFL Aflac Inc.
+1.16%
+$4,511.7 
STLD Steel Dynamics Inc.
+1.15%
+$177,937.83 
CBRE CBRE Group Inc.
+1.14%
+$169,357.5 
WHR Whirlpool Corporation
+1.13%
+$5,848.8 
AZO AutoZone Inc.
+1.12%
+$17,686.76 
DTE DTE Energy Company
+1.12%
+$130,035.68 
ICE Intercontinental Exchange, Inc.
+1.11%
+$8,746.65 
NSC Norfolk Southern Corporation
+1.09%
+$20,503.08 
OHI Omega Healthcare Investors Inc.
+1.08%
+$11,226.88 
CI The Cigna Group
+1.07%
+$3,867.84 
JNJ Johnson & Johnson
+1.07%
+$94,424.5 
MPC Marathon Petroleum Corporation
+1.06%
+$15,888.66 
DELL Dell Technologies Inc.
+1.05%
+$43,634.92 
V Visa Inc. Class A
+1.05%
+$132,809.29 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$3,463.9 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$9,334.8 
ORLY O'Reilly Automotive Inc.
+1.02%
+$34,562.52 
IWD iShares Russell 1000 Value ETF
+0.98%
+$26,331.75 
NFG National Fuel Gas Company
+0.98%
+$3,479.25 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$3,059.79 
EQH Equitable Holdings, Inc.
+0.94%
+$3,523.54 
ALL Allstate Corporation
+0.94%
+$7,343.86 
PPG PPG Industries Inc.
+0.93%
+$3,228.5 
KR Kroger Co.
+0.92%
+$10,439.46 
RNR Renaissancere Holdings Ltd.
+0.92%
+$2,263.18 
FERG Ferguson Enterprises Inc
+0.9%
+$5,705.16 
OTIS Otis Worldwide Corporation
+0.88%
+$8,293.12 
VLTO Veralto Corporation
+0.87%
+$3,257.28 
THC Tenet Healthcare Corporation
+0.86%
+$2,449.56 
FTNT Fortinet Inc.
+0.85%
+$12,342.98 
LKQ LKQ Corporation
+0.85%
+$145,687.52 
BKNG Booking Holdings Inc.
+0.82%
+$36,450 
SRE Sempra
+0.82%
+$8,452.5 
PCAR PACCAR Inc.
+0.8%
+$11,875.96 
SO The Southern Company
+0.78%
+$14,137.18 
CVX Chevron Corporation
+0.75%
+$8,507.74 
UGI UGI Corporation
+0.75%
+$9,751.52 
UNH UnitedHealth Group Incorporated
+0.73%
+$26,842.86 
HD The Home Depot, Inc.
+0.73%
+$6,183.24 
MA Mastercard Incorporated
+0.71%
+$203,557.14 
WTW Willis Towers Watson Public Limited Company
+0.71%
+$1,858.39 
PYPL PayPal Holdings Inc
+0.7%
+$4,309.69 
KHC The Kraft Heinz Company
+0.7%
+$2,338.69 
INGR Ingredion Inc.
+0.68%
+$7,042.83 
ROP Roper Technologies Inc.
+0.68%
+$155,011.83 
YUM Yum! Brands, Inc.
+0.68%
+$12,371.84 
TRU TransUnion
+0.65%
+$1,967.68 
APA APA Corporation
+0.65%
+$3,736.08 
INCY Incyte Corporation
+0.65%
+$88,484.2 
CMI Cummins Inc.
+0.59%
+$140,783.71 
ACGL Arch Capital Group Ltd
+0.58%
+$1,663.67 
URI United Rentals, Inc.
+0.54%
+$124,895.75 
GOOGL Alphabet Inc
+0.53%
+$266,689.48 
FTV Fortive Corporation
+0.5%
+$1,929.9 
CHD Church & Dwight Co., Inc.
+0.49%
+$3,101.75 
LNG Cheniere Energy Inc.
+0.47%
+$14,954.52 
MSI Motorola Solutions, Inc.
+0.46%
+$2,707.49 
HSY The Hershey Company
+0.45%
+$4,293.52 
GOOG Alphabet Inc
+0.45%
+$64,000 
CSX CSX Corporation
+0.42%
+$5,928.4 
PGR Progressive Corporation
+0.42%
+$10,297.87 
AME Ametek Inc.
+0.4%
+$2,685.38 
MAS Masco Corporation
+0.38%
+$1,749.43 
AMGN Amgen Inc.
+0.32%
+$10,297.73 
BLD TopBuild Corp
+0.3%
+$1,060.19 
DRI Darden Restaurants, Inc.
+0.3%
+$70,254.45 
WFRD Weatherford International plc
+0.28%
+$826 
BAH Booz Allen Hamilton Holding Corporation
+0.27%
+$756.21 
A Agilent Technologies Inc.
+0.22%
+$807.36 
IQV IQVIA Holdings Inc.
+0.22%
+$1,454.04 
VSLU Applied Finance Valuation Large Cap ETF
+0.2%
+$6,516.08 
ADP Automatic Data Processing Inc.
+0.2%
+$2,143.29 
ALLE Allegion plc
+0.19%
+$488 
TRV The Travelers Companies, Inc.
+0.18%
+$44,294.88 
NVDA NVIDIA Corporation
+0.16%
+$49,576.64 
HAS Hasbro Inc.
+0.15%
+$1,516.58 
PFE Pfizer Inc.
+0.15%
+$1,865.4 
GWW W.W. Grainger, Inc.
+0.14%
+$1,285.46 
APTV Aptiv PLC
+0.13%
+$24,222.87 
ACI Albertsons Companies, Inc.
+0.13%
+$713.82 
SHW The Sherwin-Williams Company
+0.13%
+$12,548.26 
PH Parker-Hannifin Corporation
+0.12%
+$1,408.56 
BJ BJ's Wholesale Club Holdings, Inc.
+0.12%
+$592.25 
VRSN Verisign Inc.
+0.11%
+$701.76 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$11,111.61 
UTHR United Therapeutics Corporation
+0.1%
+$316.96 
EXPE Expedia Group, Inc.
+0.1%
+$445.05 
MSFT Microsoft Corp.
+0.1%
+$50,406.34 
FDX FedEx Corporation
+0.09%
+$369.83 
EOG EOG Resources, Inc.
+0.09%
+$1,803.81 
LDOS Leidos Holdings Inc.
+0.07%
+$278.39 
CB Chubb Limited
+0.06%
+$496.49 
BIIB Biogen Inc.
+0.04%
+$165.77 
ORCL Oracle Corporation
+0.02%
+$4,675.98 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$24.7 
BLL Ball Corp
0%
$0 
LEN
0%
$0 
ADBE Adobe Inc.
-6.75%
-$1.48M 
ADSK Autodesk, Inc.
-3.47%
-$7,504.16 
LULU lululemon athletica inc.
-2.52%
-$14,217.17 
LLY Eli Lilly and Company
-2.41%
-$26,384.75 
ZTS Zoetis Inc.
-2.25%
-$15,304.29 
SFM Sprouts Farmers Market, Inc.
-2.03%
-$4,847.32 
ABT Abbott Laboratories
-1.64%
-$10,461.99 
NVR NVR, Inc.
-1.62%
-$11,629.47 
CART Maplebear Inc.
-1.56%
-$4,320.38 
AAPL Apple Inc.
-1.52%
-$1.06M 
MU Micron Technology, Inc.
-1.43%
-$133,302.57 
MRK Merck & Co., Inc.
-1.42%
-$305,928.72 
LHX L3Harris Technologies, Inc.
-1.4%
-$7,231.38 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$147,609.92 
DKS Dick's Sporting Goods, Inc.
-1.32%
-$3,833.19 
CAR Avis Budget Group, Inc.
-1.31%
-$3,555.72 
AMT American Tower Corporation
-1.12%
-$13,472.31 
BLDR Builders FirstSource Inc.
-1.02%
-$2,244 
IBM International Business Machines Corporation
-0.95%
-$282,469.41 
LII Lennox International Inc.
-0.94%
-$3,406.25 
AVGO Broadcom Inc.
-0.91%
-$179,448.65 
MTD Mettler-Toledo International Inc.
-0.85%
-$4,636 
PHM PulteGroup Inc.
-0.67%
-$4,975.02 
CSCO Cisco Systems, Inc.
-0.6%
-$335,341.75 
MDLZ Mondelez International, Inc.
-0.58%
-$12,258.84 
ETN Eaton Corporation plc
-0.57%
-$6,709.5 
NVS Novartis AG Sponsored ADR
-0.55%
-$6,095.3 
FICO Fair Isaac Corporation
-0.52%
-$3,281.61 
DOV Dover Corporation
-0.5%
-$1,162.71 
DECK Deckers Outdoor Corporation
-0.47%
-$2,584.98 
IT Gartner Inc.
-0.43%
-$852.48 
TT Trane Technologies plc
-0.41%
-$5,454.57 
HAL Halliburton Company
-0.4%
-$3,533.6 
MCK McKesson Corporation
-0.4%
-$55,763.47 
DHR Danaher Corporation
-0.38%
-$35,457.38 
RTX RTX Corporation
-0.37%
-$3,560.53 
CRM Salesforce Inc
-0.34%
-$1,970.64 
CBOE Cboe Global Markets Inc.
-0.34%
-$1,619.62 
DIS The Walt Disney Company
-0.3%
-$73,207.26 
SJM The J.M. Smucker Company
-0.29%
-$1,267.86 
META Meta Platforms Inc Class A
-0.26%
-$95,865.96 
GILD Gilead Sciences Inc.
-0.22%
-$5,680.36 
DHI D.R. Horton, Inc.
-0.22%
-$49,243.37 
FLUT Flutter Entertainment plc
-0.14%
-$747.9 
LOW Lowe's Companies Inc.
-0.12%
-$26,399.81 
TDG TransDigm Group Inc.
-0.12%
-$1,961.86 
INTU Intuit Inc.
-0.07%
-$286 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2554 | Longs Won 1521/2554 59% | Profit Factor 2.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.53M |
| Average Win $720,972.28 | Best Trade (Sep 30) $65.64M | Sharpe Ratio -8.54 |
| Average Loss -$478,962.19 | Worst Trade (Dec 31) -$75.02M | Z-Score -11.17 (59.41%) |
| Commissions $0 | Avg. Trade Length 11m 2d | Expectancy $235,582.74 |
| 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% | 0.25% |
| Consecutive Losing Trades | 3,145 | 2,830 | 2,516 | 2,201 | 1,887 | 1,572 | 1,258 | 943 | 629 | 314 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
