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:
36.88%
Gain +0.03%
Monthly
1.03%
Yearly
13.14%
Drawdown
15.83%
$197.03M
Equity
Holdings
$197.03M
Investment
$152.41M
$53.26M
Profit +$137,755.08
Realized
$8.64M
Unrealized
$44.62M
Dividends
$6.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$137,755.08
Win %
79%
This Week
Compared To Last Week
Gain
-1.98%
Profit
-$3.97M
Win %
79%
This Month
Compared to last month
Gain
-0.15%
Profit
-$299,057.82
Win %
79%
This Year
Compared to last year
Gain
11.86%
Profit
$20.89M
Win %
79%
KGC Kinross Gold Corporation
+5.58%
+$74,413.64 
LLY Eli Lilly and Company
+4.76%
+$140,845.7 
KMB Kimberly-Clark Corporation
+4.34%
+$9,751.9 
BKNG Booking Holdings Inc.
+3.85%
+$99,652.5 
BNY BlackRock New York Municipal Income Trust
+2.87%
+$105,512.97 
FHI Federated Hermes Inc.
+2.79%
+$11,089.44 
V Visa Inc. Class A
+2.74%
+$93,853.69 
BMY Bristol-Myers Squibb Company
+2.6%
+$8,000.3 
FAF First American Financial Corporation
+2.59%
+$6,644.7 
CBOE Cboe Global Markets Inc.
+2.56%
+$62,561.28 
RMD ResMed Inc.
+2.52%
+$53,174.97 
MA Mastercard Incorporated
+2.4%
+$72,624.98 
UBER Uber Technologies, Inc.
+2.32%
+$62,638.66 
KHC The Kraft Heinz Company
+2.31%
+$8,733.37 
RCL Royal Caribbean Group
+2.31%
+$34,428.87 
BSX Boston Scientific Corporation
+2.27%
+$32,117.47 
IBM International Business Machines Corporation
+2.21%
+$11,350.08 
OMC Omnicom Group Inc.
+2.2%
+$4,888.65 
DIS The Walt Disney Company
+2.19%
+$60,015.29 
T AT&T Inc.
+1.97%
+$9,723.83 
PRU Prudential Financial, Inc.
+1.82%
+$14,405.44 
TD The Toronto-Dominion Bank
+1.61%
+$15,124 
MAIN Main Street Capital Corporation
+1.6%
+$9,080.1 
MKL Markel Group Inc.
+1.6%
+$3,470.28 
COR Cencora, Inc.
+1.58%
+$34,723.57 
GPC Genuine Parts Company
+1.54%
+$5,359.2 
BMO Bank of Montreal
+1.46%
+$12,700.46 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+1.39%
+$92,811.68 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.38%
+$127,923.21 
FNF Fidelity National Financial, Inc.
+1.34%
+$5,847.98 
PFE Pfizer Inc.
+1.33%
+$9,682.53 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.27%
+$11,213.28 
PZT Invesco New York AMT-Free Municipal Bond ETF
+1.21%
+$8,600.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$8,724.89 
MSFT Microsoft Corp.
+1.17%
+$20,272.46 
UI Ubiquiti Inc.
+1.15%
+$22,773.42 
TJX The TJX Companies, Inc.
+1.13%
+$34,917.92 
PZA Invesco National AMT-Free Municipal Bond ETF
+1.07%
+$2,703.45 
GE General Electric Company
+1.04%
+$79,468.47 
IBKR Interactive Brokers Group Inc.
+0.9%
+$23,764.44 
NEE NextEra Energy, Inc.
+0.79%
+$3,436.62 
VIG Vanguard Dividend Appreciation ETF
+0.78%
+$9,402.3 
VOE Vanguard Mid-Cap Value ETF
+0.71%
+$5,267.1 
CP Canadian Pacific Kansas City Limited
+0.67%
+$2,155.68 
HIG The Hartford Insurance Group, Inc.
+0.66%
+$13,597.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$76,800.92 
MGV Vanguard Mega Cap Value ETF
+0.6%
+$12,903.66 
MMM 3M Company
+0.6%
+$4,945 
VBK Vanguard Small-Cap Growth ETF
+0.5%
+$5,340.22 
VZ Verizon Communications Inc.
+0.48%
+$1,579.82 
GOOGL Alphabet Inc
+0.46%
+$8,373.56 
GOOG Alphabet Inc
+0.45%
+$1,360.63 
AMP Ameriprise Financial, Inc.
+0.44%
+$983.25 
HWM Howmet Aerospace Inc.
+0.34%
+$9,611.99 
META Meta Platforms Inc Class A
+0.3%
+$9,415.51 
D Dominion Energy, Inc.
+0.14%
+$794.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$3,350.97 
EXC Exelon Corporation
+0.01%
+$34.81 
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 
ANET Arista Networks, Inc.
-6.18%
-$419,115.6 
LRCX Lam Research Corporation
-4.82%
-$252,217.89 
CSCO Cisco Systems, Inc.
-3.93%
-$18,251.01 
PSX Phillips 66
-3.1%
-$34,750.99 
GEV GE Vernova Inc.
-3.01%
-$143,649.6 
EME EMCOR Group, Inc.
-2.6%
-$54,783.76 
APH Amphenol Corporation
-2.15%
-$220,873.9 
AVGO Broadcom Inc.
-2.13%
-$92,604.09 
NVDA NVIDIA Corporation
-1.93%
-$116,327.82 
TSLA Tesla, Inc.
-1.88%
-$19,361.62 
OKE ONEOK, Inc.
-1.35%
-$9,954.72 
RIO Rio Tinto Plc Sponsored ADR
-1.33%
-$12,167.76 
AEP American Electric Power Company, Inc.
-1.32%
-$66,309.02 
XOM Exxon Mobil Corporation
-1.27%
-$9,592.89 
CVX Chevron Corporation
-1.23%
-$4,240.47 
IDCC InterDigital, Inc.
-0.96%
-$23,499.92 
NWE NorthWestern Energy Group, Inc.
-0.77%
-$6,357.21 
MU Micron Technology, Inc.
-0.76%
-$64,809.36 
BHP BHP Group Ltd.
-0.64%
-$3,952.74 
IWY iShares Russell Top 200 Growth ETF
-0.41%
-$21,641.65 
JPM JPMorgan Chase & Co.
-0.32%
-$10,208.86 
JNJ Johnson & Johnson
-0.26%
-$1,259.6 
PH Parker-Hannifin Corporation
-0.18%
-$6,784.45 
AAPL Apple Inc.
-0.18%
-$2,860.58 
CMI Cummins Inc.
-0.17%
-$5,947.89 
DUK Duke Energy Corporation
-0.14%
-$982.58 
IWP iShares Russell Mid-Cap Growth ETF
-0.13%
-$2,572.02 
AMZN Amazon.com Inc
-0.1%
-$4,920.29 
AES AES Corporation
-0.03%
-$85.25 Events
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Dividends
Dividend Analysis
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| Trades 405 | Longs Won 287/405 70% | Profit Factor 5.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $589,604.42 |
| Average Win $229,287.64 | Best Trade (Oct 14) $6.08M | Sharpe Ratio -9.8 |
| Average Loss -$106,280.79 | Worst Trade (Oct 14) -$1.36M | Z-Score 9.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $131,517.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,855 | 1,670 | 1,484 | 1,299 | 1,113 | 928 | 742 | 557 | 371 | 186 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,577 | $895,307.37 | $1.57M | - | $671,559.92 | 75.01% | -0.182% |
| AEP American Electric Power Company, Inc. | 39,706 | $4.47M | $4.94M | - | $473,899.7 | 10.61% | -1.324% |
| AES AES Corporation | 17,050 | $244,497 | $254,982.75 | - | $10,485.75 | 4.29% | -0.033% |
| AMP Ameriprise Financial, Inc. | 450 | $211,415 | $224,102.25 | - | $12,687.25 | 6% | +0.441% |
| AMZN Amazon.com Inc | 18,567 | $3.35M | $4.71M | - | $1.36M | 40.71% | -0.104% |
| ANET Arista Networks, Inc. | 34,695 | $3.83M | $6.36M | - | $2.53M | 65.87% | -6.182% |
| APH Amphenol Corporation | 124,436 | $4.2M | $10.07M | - | $5.86M | 139.5% | -2.147% |
| AVGO Broadcom Inc. | 12,531 | $1.68M | $4.25M | - | $2.57M | 152.93% | -2.134% |
| BHP BHP Group Ltd. | 7,458 | $435,768.6 | $617,000.34 | - | $181,231.74 | 41.59% | -0.637% |
| BKNG Booking Holdings Inc. | 16,125 | $2.36M | $2.69M | - | $331,113.75 | 14.03% | +3.846% |
| BMO Bank of Montreal | 5,314 | $519,884.28 | $882,177.14 | - | $362,292.86 | 69.69% | +1.461% |
| BMY Bristol-Myers Squibb Company | 5,195 | $280,218 | $315,959.9 | - | $35,741.9 | 12.76% | +2.598% |
| BNY BlackRock New York Municipal Income Trust | 26,746 | $3.1M | $3.79M | - | $682,023.14 | 21.97% | +2.866% |
| BSX Boston Scientific Corporation | 32,941 | $2.76M | $1.45M | - | -$1.31M | -47.52% | +2.267% |
| CBOE Cboe Global Markets Inc. | 8,146 | $2.04M | $2.51M | - | $465,543.9 | 22.77% | +2.556% |
| CMI Cummins Inc. | 6,536 | $3.34M | $3.43M | - | $95,425.8 | 2.86% | -0.173% |
| COR Cencora, Inc. | 6,527 | $1.57M | $2.23M | - | $658,655.8 | 41.95% | +1.583% |
| CP Canadian Pacific Kansas City Limited | 3,749 | $330,549 | $325,019.55 | - | -$5,529.45 | -1.67% | +0.668% |
| CSCO Cisco Systems, Inc. | 4,083 | $314,513 | $445,741.11 | - | $131,228.11 | 41.72% | -3.933% |
| CVX Chevron Corporation | 1,559 | $237,607 | $341,919.88 | - | $104,312.88 | 43.9% | -1.225% |
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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 - $1.26M, ANET - $1.07M, and SPDR Portfolio Long Term Corporate Bond ETF - $1.03M. 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 $6.64M earned over time. The largest contributors to dividend income include SPDR Portfolio Long Term Corporate Bond ETF - $1.05M, Vanguard Intermediate-Term Corporate Bond Fund - $799,531.3, Vanguard Long-Term Corporate Bond Fund - $700,165.91, JPMorgan Chase & Co - $158,045.85, and American Electric Power Company, Inc - $153,992. 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.
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