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:
7.63%
Gain
Monthly
0.27%
Yearly
3.26%
Drawdown
23.72%
$193.93M
Equity
Holdings
$193.93M
Investment
$152.41M
$53.02M
Profit -$2.48M
Realized
$11.49M
Unrealized
$41.53M
Dividends
$5.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.48M
Win %
81%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$3.83M
Win %
81%
This Month
Compared to last month
Gain
-3.03%
Profit
-$6.06M
Win %
81%
This Year
Compared to last year
Gain
10.1%
Profit
$17.79M
Win %
81%
BSX Boston Scientific Corporation
+4.02%
+$56,987.93 
IBM International Business Machines Corporation
+3.82%
+$18,173.66 
GPC Genuine Parts Company
+3.78%
+$12,064.8 
MAIN Main Street Capital Corporation
+3.73%
+$21,186.9 
OMC Omnicom Group Inc.
+3.69%
+$8,473.66 
KHC The Kraft Heinz Company
+3.54%
+$14,999.78 
COR Cencora, Inc.
+3.51%
+$67,913.43 
FNF Fidelity National Financial, Inc.
+3.32%
+$18,546.44 
T AT&T Inc.
+3.15%
+$14,425.42 
FAF First American Financial Corporation
+3%
+$8,652.6 
VZ Verizon Communications Inc.
+2.8%
+$8,817.6 
TJX The TJX Companies, Inc.
+2.79%
+$91,240.62 
PSX Phillips 66
+2.77%
+$20,481.6 
CP Canadian Pacific Kansas City Limited
+2.65%
+$8,997.6 
MSFT Microsoft Corp.
+2.52%
+$32,355.91 
MA Mastercard Incorporated
+2.48%
+$66,551.94 
OKE ONEOK, Inc.
+2.47%
+$18,063 
BMY Bristol-Myers Squibb Company
+2.47%
+$7,532.75 
KMB Kimberly-Clark Corporation
+2.39%
+$5,758.71 
PRU Prudential Financial, Inc.
+2.19%
+$17,579.52 
DIS The Walt Disney Company
+2.15%
+$52,481.99 
V Visa Inc. Class A
+2.08%
+$64,611.9 
EXC Exelon Corporation
+2.02%
+$5,349.44 
NWE NorthWestern Energy Group, Inc.
+1.81%
+$14,498.9 
AAPL Apple Inc.
+1.74%
+$26,020.24 
RMD ResMed Inc.
+1.7%
+$30,257.76 
CVX Chevron Corporation
+1.37%
+$3,866.32 
MKL Markel Group Inc.
+1.32%
+$3,080.05 
JNJ Johnson & Johnson
+1.12%
+$5,207.6 
DUK Duke Energy Corporation
+1.11%
+$8,217.9 
PFE Pfizer Inc.
+1.11%
+$6,827.43 
UBER Uber Technologies, Inc.
+1.09%
+$30,930.27 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$8,108.26 
LLY Eli Lilly and Company
+1.02%
+$28,959.84 
XOM Exxon Mobil Corporation
+1.02%
+$6,281.31 
HIG The Hartford Insurance Group, Inc.
+0.98%
+$20,512.8 
VOE Vanguard Mid-Cap Value ETF
+0.83%
+$6,045.36 
BKNG Booking Holdings Inc.
+0.75%
+$22,047.71 
CBOE Cboe Global Markets Inc.
+0.74%
+$16,780.76 
D Dominion Energy, Inc.
+0.55%
+$3,442.92 
MMM 3M Company
+0.55%
+$4,395.6 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$6,268.2 
PH Parker-Hannifin Corporation
+0.51%
+$18,570.88 
AEP American Electric Power Company, Inc.
+0.28%
+$15,008.87 
AMP Ameriprise Financial, Inc.
+0.25%
+$600.75 
MGV Vanguard Mega Cap Value ETF
+0.15%
+$3,258.5 
AES AES Corporation
0%
$0 
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 
MU Micron Technology, Inc.
-6.49%
-$548,915.64 
GE General Electric Company
-5.66%
-$509,296.2 
BHP BHP Group Ltd.
-5.62%
-$35,835.69 
IBKR Interactive Brokers Group Inc.
-5.61%
-$170,728.74 
LRCX Lam Research Corporation
-5.46%
-$333,737.1 
AVGO Broadcom Inc.
-4.68%
-$231,384.92 
HWM Howmet Aerospace Inc.
-3.94%
-$142,943.95 
GOOGL Alphabet Inc
-3.82%
-$73,780.35 
GOOG Alphabet Inc
-3.82%
-$12,381.25 
KGC Kinross Gold Corporation
-3.49%
-$49,509.07 
GEV GE Vernova Inc.
-3.37%
-$179,954 
CMI Cummins Inc.
-3.22%
-$140,001.12 
RIO Rio Tinto Plc Sponsored ADR
-3.16%
-$29,715.48 
ANET Arista Networks, Inc.
-3.07%
-$183,189.6 
IDCC InterDigital, Inc.
-2.82%
-$57,316.69 
EME EMCOR Group, Inc.
-2.79%
-$60,510.45 
CSCO Cisco Systems, Inc.
-2.59%
-$11,799.87 
NVDA NVIDIA Corporation
-2.56%
-$148,823.15 
APH Amphenol Corporation
-2.44%
-$119,147.47 
IWY iShares Russell Top 200 Growth ETF
-2.02%
-$106,655.92 
META Meta Platforms Inc Class A
-1.84%
-$54,210.79 
BNY BlackRock New York Municipal Income Trust
-1.56%
-$67,667.38 
IWP iShares Russell Mid-Cap Growth ETF
-1.51%
-$30,221.24 
VBK Vanguard Small-Cap Growth ETF
-1.4%
-$15,731.13 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$37,419.17 
TD The Toronto-Dominion Bank
-1.08%
-$10,746 
UI Ubiquiti Inc.
-1.06%
-$18,798.66 
TSLA Tesla, Inc.
-1.01%
-$11,203.94 
JPM JPMorgan Chase & Co.
-0.99%
-$33,226.95 
FHI Federated Hermes Inc.
-0.87%
-$3,768.96 
BMO Bank of Montreal
-0.72%
-$7,014.48 
AMZN Amazon.com Inc
-0.62%
-$29,150.19 
RCL Royal Caribbean Group
-0.46%
-$7,287.72 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.15%
-$412.65 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.13%
-$1,245.92 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.11%
-$8,141.37 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$8,706.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$9,678.41 
PZT Invesco New York AMT-Free Municipal Bond ETF
-0.05%
-$354.34 
NEE NextEra Energy, Inc.
-0.04%
-$195.58 Events
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Dividends
Dividend Analysis
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| Trades 405 | Longs Won 274/405 67% | Profit Factor 7.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $516,056.46 |
| Average Win $221,942.37 | Best Trade (Jul 14) $6.56M | Sharpe Ratio -9.83 |
| Average Loss -$59,507.78 | Worst Trade (Jul 15) -$1.36M | Z-Score 7.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $130,905.41 |
| 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 | 3,257 | 2,932 | 2,606 | 2,280 | 1,954 | 1,629 | 1,303 | 977 | 651 | 326 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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