Daphne Bullock Portfolio
Invests via Passumpsic Savings Bank | Managed by Daphne Bullock
Invests via Passumpsic Savings Bank
Managed by Daphne Bullock
Automatically Tracked
Daphne Bullock Profile
Veteran private-markets investor and operator focused on growth-stage technology and consumer businesses. Daphne Bullock brings cross-border deal execution, portfolio governance and capital-raising expertise, having worked across venture and growth equity platforms and as an operating executive driving go-to-market and scale initiatives for portfolio companies.
Veteran private-markets investor and operator focused on growth-stage technology and consumer businesses. Daphne Bullock brings cross-border deal execution, portfolio governance and capital-raising expertise, having worked across venture and growth equity platforms and as an operating executive driving go-to-market and scale initiatives for portfolio companies.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer companies, prioritizing cross-border scalability, repeatable go-to-market models and unit-economics improvement. Capital allocation favors lead or active minority positions enabling operational influence; time horizon is multi-year growth cycles with staged capital infusions tied to milestones. Risk discipline combines rigorous commercial due diligence, founder-alignment and governance structures to protect downside while accelerating revenue and margin expansion. Sector lens emphasizes SaaS, consumer tech and platform-enabled services where operational playbooks can be deployed.
Focuses on growth-stage technology and consumer companies, prioritizing cross-border scalability, repeatable go-to-market models and unit-economics improvement. Capital allocation favors lead or active minority positions enabling operational influence; time horizon is multi-year growth cycles with staged capital infusions tied to milestones. Risk discipline combines rigorous commercial due diligence, founder-alignment and governance structures to protect downside while accelerating revenue and margin expansion. Sector lens emphasizes SaaS, consumer tech and platform-enabled services where operational playbooks can be deployed.
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:
39.77%
Gain -0.62%
Monthly
1.16%
Yearly
14.83%
Drawdown
15.83%
$200.82M
Equity
Holdings
$200.82M
Investment
$152.41M
$57.06M
Profit -$1.13M
Realized
$8.64M
Unrealized
$48.42M
Dividends
$6.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$1.13M
Win %
84%
This Week
Compared To Last Week
Gain
-1.69%
Profit
-$3.45M
Win %
84%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.13M
Win %
84%
This Year
Compared to last year
Gain
14.02%
Profit
$24.69M
Win %
84%
AMZN Amazon.com Inc
+15.32%
+$669,897.17 
GOOG Alphabet Inc
+6.88%
+$20,098.75 
GOOGL Alphabet Inc
+6.73%
+$116,866.47 
ANET Arista Networks, Inc.
+5.46%
+$323,704.56 
CBOE Cboe Global Markets Inc.
+4.62%
+$111,681.82 
UI Ubiquiti Inc.
+4.37%
+$75,878.95 
META Meta Platforms Inc Class A
+3.28%
+$76,359.88 
MSFT Microsoft Corp.
+3.02%
+$44,142.39 
NVDA NVIDIA Corporation
+2.93%
+$155,923.16 
CVX Chevron Corporation
+2.35%
+$7,046.68 
CSCO Cisco Systems, Inc.
+2.14%
+$9,921.69 
OKE ONEOK, Inc.
+1.95%
+$13,968.72 
HWM Howmet Aerospace Inc.
+1.8%
+$64,685.35 
BSX Boston Scientific Corporation
+1.59%
+$24,046.93 
VZ Verizon Communications Inc.
+1.52%
+$5,143.6 
PH Parker-Hannifin Corporation
+1.43%
+$52,665.61 
GE General Electric Company
+1.42%
+$125,699.65 
RMD ResMed Inc.
+1.16%
+$21,663.84 
IBM International Business Machines Corporation
+0.86%
+$4,301.27 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$42,553.01 
GEV GE Vernova Inc.
+0.85%
+$42,106.77 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,736.77 
FHI Federated Hermes Inc.
+0.82%
+$3,551.52 
TSLA Tesla, Inc.
+0.76%
+$6,617.38 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,337.75 
APH Amphenol Corporation
+0.55%
+$27,375.61 
EXC Exelon Corporation
+0.53%
+$1,392.48 
PSX Phillips 66
+0.51%
+$4,066.12 
IDCC InterDigital, Inc.
+0.49%
+$11,280 
BMO Bank of Montreal
+0.47%
+$4,410.62 
PFE Pfizer Inc.
+0.4%
+$2,482.7 
AVGO Broadcom Inc.
+0.37%
+$18,044.64 
JPM JPMorgan Chase & Co.
+0.27%
+$9,053.14 
AMP Ameriprise Financial, Inc.
+0.25%
+$621 
JNJ Johnson & Johnson
+0.21%
+$996.4 
CMI Cummins Inc.
+0.19%
+$7,974.12 
T AT&T Inc.
+0.17%
+$854.84 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$6,686.45 
TD The Toronto-Dominion Bank
+0.13%
+$1,273.6 
MMM 3M Company
+0.12%
+$1,048.92 
AEP American Electric Power Company, Inc.
+0.06%
+$2,779.42 
DIS The Walt Disney Company
+0.03%
+$753.33 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
GLDD Great Lakes Dredge & Dock Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$112,228.04 
MU Micron Technology, Inc.
-5.9%
-$482,843.21 
IBKR Interactive Brokers Group Inc.
-2.75%
-$77,859.81 
KGC Kinross Gold Corporation
-2.2%
-$31,205.72 
KHC The Kraft Heinz Company
-2.01%
-$8,816.55 
BHP BHP Group Ltd.
-1.64%
-$10,515.78 
LRCX Lam Research Corporation
-1.58%
-$85,714.1 
NWE NorthWestern Energy Group, Inc.
-1.42%
-$11,041.47 
TJX The TJX Companies, Inc.
-1.21%
-$41,512.1 
NEE NextEra Energy, Inc.
-1.15%
-$5,643.88 
AES AES Corporation
-1.15%
-$2,898.5 
OMC Omnicom Group Inc.
-1.14%
-$2,578.94 
RCL Royal Caribbean Group
-1.13%
-$19,798.01 
XOM Exxon Mobil Corporation
-0.97%
-$6,537.69 
FNF Fidelity National Financial, Inc.
-0.9%
-$5,235.34 
D Dominion Energy, Inc.
-0.8%
-$4,943.68 
KMB Kimberly-Clark Corporation
-0.8%
-$1,988.8 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$17,715.65 
MA Mastercard Incorporated
-0.74%
-$21,330.77 
FAF First American Financial Corporation
-0.71%
-$2,235.6 
DUK Duke Energy Corporation
-0.67%
-$5,002.2 
EME EMCOR Group, Inc.
-0.62%
-$13,935.77 
PRU Prudential Financial, Inc.
-0.56%
-$4,813.43 
LLY Eli Lilly and Company
-0.53%
-$15,006.24 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.37%
-$26,052.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,498.94 
GPC Genuine Parts Company
-0.37%
-$1,214.4 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$3,318.48 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$32,148.24 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$6,287.26 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.29%
-$2,683.56 
COR Cencora, Inc.
-0.28%
-$5,809.1 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,959.67 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,737.56 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$4,952.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$6,701.94 
MKL Markel Group Inc.
-0.2%
-$462.23 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,479.84 
BKNG Booking Holdings Inc.
-0.18%
-$5,482.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$17,895.36 
PZT Invesco New York AMT-Free Municipal Bond ETF
-0.14%
-$1,032.09 
MAIN Main Street Capital Corporation
-0.06%
-$318.6 
V Visa Inc. Class A
-0.04%
-$1,225.61 
UBER Uber Technologies, Inc.
-0.01%
-$389.06 Events
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Dividends
Dividend Analysis
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| Trades 405 | Longs Won 298/405 73% | Profit Factor 5.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $607,750.18 |
| Average Win $229,855.55 | Best Trade (Aug 21) $6.44M | Sharpe Ratio -9.8 |
| Average Loss -$106,861.42 | Worst Trade (Aug 28) -$1.22M | Z-Score 12.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $140,895.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,880 | 1,692 | 1,504 | 1,316 | 1,128 | 940 | 752 | 564 | 376 | 188 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,577 | $895,307.37 | $1.41M | - | $518,573.7 | 57.92% | -7.354% |
| AEP American Electric Power Company, Inc. | 39,706 | $4.47M | $5.08M | - | $608,503.04 | 13.62% | +0.055% |
| AES AES Corporation | 17,050 | $244,497 | $250,294 | - | $5,797 | 2.37% | -1.145% |
| AMP Ameriprise Financial, Inc. | 450 | $211,415 | $245,628.01 | - | $34,213.01 | 16.18% | +0.253% |
| AMZN Amazon.com Inc | 18,567 | $3.35M | $5.04M | - | $1.69M | 50.56% | +15.321% |
| ANET Arista Networks, Inc. | 34,695 | $3.83M | $6.26M | - | $2.42M | 63.17% | +5.456% |
| APH Amphenol Corporation | 62,218 | $4.2M | $5M | - | $795,146.04 | 18.91% | +0.551% |
| AVGO Broadcom Inc. | 12,531 | $1.68M | $4.88M | - | $3.2M | 190.57% | +0.371% |
| BHP BHP Group Ltd. | 7,458 | $435,768.6 | $630,126.42 | - | $194,357.82 | 44.6% | -1.641% |
| BKNG Booking Holdings Inc. | 16,125 | $2.36M | $3.11M | - | $751,008.59 | 31.83% | -0.176% |
| BMO Bank of Montreal | 5,314 | $519,884.28 | $953,597.3 | - | $433,713.02 | 83.42% | +0.465% |
| BMY Bristol-Myers Squibb Company | 5,195 | $280,218 | $339,285.45 | - | $59,067.45 | 21.08% | +0.694% |
| BNY BlackRock New York Municipal Income Trust | 26,746 | $3.1M | $4.18M | - | $1.08M | 34.66% | +0.16% |
| BSX Boston Scientific Corporation | 32,941 | $2.76M | $1.54M | - | -$1.22M | -44.24% | +1.587% |
| CBOE Cboe Global Markets Inc. | 8,146 | $2.04M | $2.53M | - | $482,487.66 | 23.6% | +4.624% |
| CMI Cummins Inc. | 6,536 | $3.34M | $4.15M | - | $808,830.27 | 24.24% | +0.193% |
| COR Cencora, Inc. | 6,527 | $1.57M | $2.03M | - | $461,866.75 | 29.41% | -0.285% |
| CP Canadian Pacific Kansas City Limited | 3,749 | $330,549 | $333,248.61 | - | $2,699.61 | 0.82% | +0.828% |
| CSCO Cisco Systems, Inc. | 4,083 | $314,513 | $473,587.17 | - | $159,074.17 | 50.58% | +2.14% |
| CVX Chevron Corporation | 1,559 | $237,607 | $306,857.97 | - | $69,250.97 | 29.15% | +2.35% |
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FAQ
Which stocks have generated the highest profits for Daphne Bullock?
The largest contributions to the portfolio's profits come from the following stocks: Axon Enterprise, Inc - $2.85M, Deckers Outdoor Corporation - $1.29M, General Electric Company - $1.25M, ANET - $1.07M, and Intuitive Surgical, Inc - $1.01M. 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: Ulta Beauty Inc - $1.07M, PACCAR Inc - $830,267.16, PayPal Holdings Inc - $703,052.92, D.R. Horton, Inc - $653,510.84, and Marathon Petroleum Corporation - $566,417.46. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daphne Bullock's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.04M earned over time. The largest contributors to dividend income include SPDR Portfolio Long Term Corporate Bond ETF - $988,115.95, Vanguard Intermediate-Term Corporate Bond Fund - $698,109.35, Vanguard Long-Term Corporate Bond Fund - $651,742.62, Vanguard Total International Stock Index Fund Investor Shares - $146,614.07, and JPMorgan Chase & Co - $142,154.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daphne Bullock's monthly returns?
Daphne Bullock'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 Daphne Bullock's strategy be considered aggressive or moderate?
Daphne Bullock'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 Daphne Bullock's strategy?
Daphne Bullock'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.
