JD
Jean-Pierre Dulac Portfolio
Invests via Vega Investment Solutions | Managed by Jean-Pierre Dulac
Invests via Vega Investment Solutions
Managed by Jean-Pierre Dulac
Automatically Tracked
Seasoned European investor and board director with deep experience in private equity, corporate development and growth equity, concentrating on industrials, business services and B2B software. Jean-Pierre Dulac combines deal execution, portfolio operational improvement and strategic M&A to drive value creation for mid-market companies. Regularly chairs boards, leads turnaround programs and sources cross-border transactions; background includes engineering and management education and extensive relationships across family offices, sponsors and corporate acquirers.
Seasoned European investor and board director with deep experience in private equity, corporate development and growth equity, concentrating on industrials, business services and B2B software. Jean-Pierre Dulac combines deal execution, portfolio operational improvement and strategic M&A to drive value creation for mid-market companies. Regularly chairs boards, leads turnaround programs and sources cross-border transactions; background includes engineering and management education and extensive relationships across family offices, sponsors and corporate acquirers.
Investment Philosophy & Strategy
Focused on mid‑market industrials, business services and B2B software, he deploys a hands‑on, operationally driven private equity approach that prioritizes cash flow improvement, strategic M&A and governance‑led turnarounds. Capital allocation favors control or control‑like positions enabling active board leadership and a multi‑year horizon to execute restructurings and growth initiatives. Risk discipline blends conservative leverage, stagewise value realization and cross‑border sourcing to access proprietary opportunities via sponsor, family office and corporate networks.
Focused on mid‑market industrials, business services and B2B software, he deploys a hands‑on, operationally driven private equity approach that prioritizes cash flow improvement, strategic M&A and governance‑led turnarounds. Capital allocation favors control or control‑like positions enabling active board leadership and a multi‑year horizon to execute restructurings and growth initiatives. Risk discipline blends conservative leverage, stagewise value realization and cross‑border sourcing to access proprietary opportunities via sponsor, family office and corporate networks.
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:
39.71%
Gain +0.01%
Monthly
1.57%
Yearly
20.52%
Drawdown
29.17%
$713.6M
Equity
Holdings
$713.6M
Investment
$625.59M
$118.63M
Profit +$415,007.84
Realized
$30.63M
Unrealized
$88.01M
Dividends
$11.21M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$415,007.84
Win %
67%
This Week
Compared To Last Week
Gain
-1.02%
Profit
-$7.37M
Win %
67%
This Month
Compared to last month
Gain
2.12%
Profit
$14.81M
Win %
67%
This Year
Compared to last year
Gain
0.78%
Profit
$5.39M
Win %
62%
HWM Howmet Aerospace Inc.
+2.25%
+$12,384.58 
C Citigroup Inc.
+2.17%
+$28,408 
FERG Ferguson Enterprises Inc
+2.12%
+$1,342.07 
RTX RTX Corporation
+2.08%
+$154,695.6 
HD The Home Depot, Inc.
+1.92%
+$1,753.8 
HLT Hilton Worldwide Holdings Inc.
+1.92%
+$14,532.82 
PPG PPG Industries Inc.
+1.91%
+$650,692.2 
TDG TransDigm Group Inc.
+1.91%
+$2,080.32 
TPR Tapestry Inc.
+1.9%
+$162,304.08 
BLK BlackRock, Inc.
+1.85%
+$2,071 
JPM JPMorgan Chase & Co.
+1.84%
+$40,637.52 
PG Procter & Gamble Co
+1.8%
+$1.86M 
SCCO Southern Copper Corporation
+1.78%
+$25,538.83 
SYK Stryker Corporation
+1.77%
+$1,531.05 
SPGI S&P Global Inc.
+1.77%
+$1,727.3 
TJX The TJX Companies, Inc.
+1.72%
+$12,823.5 
KMI Kinder Morgan, Inc.
+1.63%
+$10,888.85 
TSLA Tesla, Inc.
+1.61%
+$274,043.42 
MSI Motorola Solutions, Inc.
+1.59%
+$878.46 
ZTS Zoetis Inc.
+1.56%
+$5,696.18 
WMS Advanced Drainage Systems, Inc.
+1.55%
+$628.84 
FSLR First Solar, Inc.
+1.51%
+$456.3 
KO The Coca-Cola Company
+1.49%
+$858.99 
CTAS Cintas Corporation
+1.47%
+$10,559.83 
NEE NextEra Energy, Inc.
+1.44%
+$13,686.84 
PH Parker-Hannifin Corporation
+1.44%
+$110.96 
WFC Wells Fargo & Company
+1.43%
+$802.4 
COO The Cooper Companies, Inc.
+1.39%
+$8,227.2 
ISRG Intuitive Surgical, Inc.
+1.37%
+$37,082.08 
BSX Boston Scientific Corporation
+1.36%
+$6,711.6 
BRK-B Berkshire Hathaway Inc.
+1.32%
+$11,675.63 
ACM Aecom
+1.31%
+$620.77 
SYM Symbotic Inc. Class A
+1.29%
+$710.18 
CARR Carrier Global Corporation
+1.25%
+$220.8 
MRK Merck & Co., Inc.
+1.25%
+$36,384.62 
CVX Chevron Corporation
+1.22%
+$158,434.9 
XYZ Block, Inc.
+1.21%
+$1,886.58 
WAB Wabtec Corporation
+1.19%
+$587.38 
ALGN Align Technology, Inc.
+1.18%
+$4,970.24 
V Visa Inc. Class A
+1.16%
+$11,214.61 
WMT Walmart Inc.
+1.15%
+$14,929.65 
GEV GE Vernova Inc.
+1.08%
+$110,399.25 
JNJ Johnson & Johnson
+1.08%
+$5,801.25 
HON Honeywell International Inc.
+1.04%
+$567.6 
ZWS Zurn Elkay Water Solutions Corporation
+1%
+$475.17 
DXCM DexCom, Inc.
+1%
+$2,100.87 
DECK Deckers Outdoor Corporation
+0.98%
+$81,220.9 
BKNG Booking Holdings Inc.
+0.92%
+$94,477.5 
ECL Ecolab Inc.
+0.91%
+$745.71 
LLY Eli Lilly and Company
+0.89%
+$1.02M 
WM Waste Management, Inc.
+0.89%
+$1,269.62 
COST Costco Wholesale Corporation
+0.87%
+$3,819.65 
BAC Bank of America Corporation
+0.86%
+$498.85 
WMB The Williams Companies, Inc.
+0.75%
+$74,289.8 
VZ Verizon Communications Inc.
+0.74%
+$3,962.31 
ELV Elevance Health, Inc.
+0.7%
+$4,623.64 
NYT New York Times Co.
+0.7%
+$681.6 
AAPL Apple Inc.
+0.68%
+$84,553.56 
MELI MercadoLibre, Inc.
+0.68%
+$1,516.8 
TTD The Trade Desk, Inc. Class A
+0.65%
+$48,131.08 
HTO SJW Group
+0.65%
+$999.27 
ABNB Airbnb, Inc.
+0.64%
+$309.12 
BDX Becton, Dickinson and Company
+0.64%
+$1,476.01 
EMBC Embecta Corp.
+0.62%
+$32.64 
VEEV Veeva Systems Inc.
+0.62%
+$655.72 
EMR Emerson Electric Co.
+0.6%
+$68.87 
APG Api Group Corporation
+0.59%
+$498.72 
NDAQ Nasdaq, Inc.
+0.57%
+$1,124.66 
CVS CVS Health Corporation
+0.53%
+$5,388.53 
XOM Exxon Mobil Corporation
+0.49%
+$115,323.42 
CAT Caterpillar Inc.
+0.49%
+$9,353.51 
UBER Uber Technologies, Inc.
+0.43%
+$894.35 
ABBV AbbVie Inc.
+0.42%
+$4,750.8 
CME CME Group Inc.
+0.41%
+$49.56 
TRMB Trimble Inc.
+0.39%
+$133.01 
VRTX Vertex Pharmaceuticals Incorporated
+0.29%
+$232.5 
CAH Cardinal Health Inc.
+0.2%
+$7,467.58 
TXN Texas Instruments Inc
+0.17%
+$69,583.5 
PSX Phillips 66
+0.1%
+$550.98 
INTU Intuit Inc.
+0.07%
+$133.94 
COR Cencora, Inc.
+0.06%
+$1,731.09 
BABA Alibaba Group Holding Limited SP ADR
+0.04%
+$4.2 
ALB Albemarle Corporation
0%
$0 
MRNA Moderna, Inc.
-9.07%
-$148,841.55 
NET Cloudflare Inc.
-6.37%
-$132,204.22 
HPE Hewlett Packard Enterprise Company
-4.72%
-$1.52M 
SNDK SanDisk Corporation
-4.68%
-$293,388.65 
CRWD CrowdStrike Holdings, Inc.
-4.39%
-$154,699.1 
MSTR Strategy Inc.
-4.36%
-$4,135.06 
S SentinelOne Inc.
-4.28%
-$4,153 
PANW Palo Alto Networks, Inc.
-4.04%
-$328,985.36 
AKAM Akamai Technologies Inc.
-4.03%
-$11,494.8 
MU Micron Technology, Inc.
-3.81%
-$10,013.82 
AMD Advanced Micro Devices, Inc.
-3.62%
-$221,204.5 
MRVL Marvell Technology, Inc.
-3.48%
-$69,997.85 
ZS Zscaler Inc.
-3.42%
-$9,248.74 
CLS Celestica Inc.
-3.25%
-$12,699.75 
GLW Corning Incorporated
-3.17%
-$8,718.52 
ARM Arm Holdings plc American Depositary Receipt
-3.13%
-$35,373.99 
PLTR Palantir Technologies Inc.
-3.02%
-$38,042.4 
KLAC KLA Corporation
-2.65%
-$1,156.25 
INTC Intel Corporation
-2.52%
-$17,786.4 
RKLB Rocket Lab Corporation
-2.3%
-$4,076.7 
ANET Arista Networks, Inc.
-2.18%
-$133,731 
LRCX Lam Research Corporation
-2.15%
-$277,783.78 
AMAT Applied Materials, Inc.
-2.04%
-$285,107.52 
VRT Vertiv Holdings Co
-1.97%
-$157,566.36 
JBL Jabil Inc.
-1.82%
-$143,505.42 
ORCL Oracle Corporation
-1.78%
-$27,055.2 
AVGO Broadcom Inc.
-1.66%
-$80,734.66 
NFLX Netflix, Inc.
-1.47%
-$1,967.73 
GOOGL Alphabet Inc
-1.21%
-$98,071.95 
BJ BJ's Wholesale Club Holdings, Inc.
-1.15%
-$1,374.45 
RVTY Revvity Inc.
-1.13%
-$18,361.1 
META Meta Platforms Inc Class A
-1.13%
-$58,332.54 
GOOG Alphabet Inc
-1.11%
-$90,621.63 
APH Amphenol Corporation
-1.1%
-$27,360 
UNH UnitedHealth Group Incorporated
-1.02%
-$128.96 
MPC Marathon Petroleum Corporation
-0.85%
-$173,571.79 
NOW ServiceNow, Inc.
-0.71%
-$946.06 
DOCU DocuSign Inc.
-0.7%
-$156.96 
UI Ubiquiti Inc.
-0.65%
-$100 
MOD Modine Manufacturing Company
-0.63%
-$189.15 
APP AppLovin Corporation Class A Common Stock
-0.62%
-$3,678 
TMO Thermo Fisher Scientific Inc.
-0.61%
-$1,581 
DHR Danaher Corporation
-0.6%
-$17,169.28 
CRTO Criteo S.A. American Depositary Receipt
-0.57%
-$92.79 
MSFT Microsoft Corp.
-0.57%
-$128,752.56 
ON ON Semiconductor Corporation
-0.47%
-$28,733.6 
CRM Salesforce Inc
-0.46%
-$1,198.94 
CDNS Cadence Design Systems, Inc.
-0.45%
-$7,612.44 
NVDA NVIDIA Corporation
-0.39%
-$53,109.1 
CEG Constellation Energy Corporation
-0.36%
-$10,087 
ADBE Adobe Inc.
-0.36%
-$401.4 
DGX Quest Diagnostics Inc.
-0.34%
-$5,798.15 
IBM International Business Machines Corporation
-0.34%
-$3,464 
AMZN Amazon.com Inc
-0.33%
-$29,358.41 
HOOD Robinhood Markets, Inc.
-0.28%
-$27,677.31 
LH Labcorp Holdings Inc.
-0.17%
-$2,148.75 
MSCI MSCI Inc.
-0.16%
-$248.54 
A Agilent Technologies Inc.
-0.11%
-$1,982.08 
IQV IQVIA Holdings Inc.
-0.1%
-$954.49 
REGN Regeneron Pharmaceuticals, Inc.
-0.09%
-$1,601.36 
WAT Waters Corporation
-0.02%
-$262.39 Events
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Dividends
Dividend Analysis
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No Data
| Trades 739 | Longs Won 455/739 61% | Profit Factor 2.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.86M |
| Average Win $416,676.46 | Best Trade (Oct 16) $40.04M | Sharpe Ratio -1.64 |
| Average Loss -$249,833.87 | Worst Trade (Oct 16) -$9.03M | Z-Score 2.39 (98.34%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $160,534.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 2,857 | 2,571 | 2,286 | 2,000 | 1,714 | 1,429 | 1,143 | 857 | 571 | 286 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 10,432 | $1.4M | $1.83M | - | $426,089.46 | 30.36% | -0.108% |
| AAPL Apple Inc. | 36,134 | $9.5M | $12.44M | - | $2.94M | 30.96% | +0.684% |
| ABBV AbbVie Inc. | 3,959 | $900,379.27 | $1.13M | - | $226,352.13 | 25.14% | +0.423% |
| ABNB Airbnb, Inc. | 276 | $36,269.52 | $48,410.4 | - | $12,140.88 | 33.47% | +0.643% |
| ACM Aecom | 801 | $62,238.72 | $47,951.86 | - | -$14,286.86 | -22.95% | +1.312% |
| ADBE Adobe Inc. | 446 | $120,677.5 | $111,843.42 | - | -$8,834.08 | -7.32% | -0.358% |
| AKAM Akamai Technologies Inc. | 3,090 | $354,886.5 | $273,774 | - | -$81,112.5 | -22.86% | -4.029% |
| ALB Albemarle Corporation | 64,477 | $8.77M | $6.33M | - | -$2.44M | -27.81% | 0.0 |
| ALGN Align Technology, Inc. | 2,824 | $540,370.91 | $426,706.4 | - | -$113,664.51 | -21.03% | +1.179% |
| AMAT Applied Materials, Inc. | 32,417 | $22.68M | $13.65M | - | -$9.03M | -39.8% | -2.045% |
| AMD Advanced Micro Devices, Inc. | 10,870 | $1.06M | $5.89M | - | $4.83M | 455.04% | -3.62% |
| AMZN Amazon.com Inc | 35,372 | $7.69M | $8.98M | - | $1.29M | 16.83% | -0.326% |
| ANET Arista Networks, Inc. | 33,020 | $3.15M | $5.99M | - | $2.84M | 90.25% | -2.182% |
| APG Api Group Corporation | 2,078 | $50,520.57 | $84,304.46 | - | $33,783.89 | 66.87% | +0.595% |
| APH Amphenol Corporation | 30,400 | $1.34M | $2.45M | - | $1.11M | 82.83% | -1.104% |
| APP AppLovin Corporation Class A Common Stock | 2,126 | $1.1M | $590,092.56 | - | -$505,286.44 | -46.13% | -0.619% |
| ARM Arm Holdings plc American Depositary Receipt | 4,612 | $504,137.72 | $1.09M | - | $589,459.72 | 116.92% | -3.133% |
| AVGO Broadcom Inc. | 14,164 | $3.4M | $4.8M | - | $1.4M | 41.22% | -1.655% |
| BABA Alibaba Group Holding Limited SP ADR | 105 | $14,733.16 | $11,672.85 | - | -$3,060.31 | -20.77% | +0.036% |
| BAC Bank of America Corporation | 1,121 | $63,875 | $58,454.54 | - | -$5,420.46 | -8.49% | +0.861% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jean-Pierre Dulac?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $8.23M, Eli Lilly and Company - $5.1M, Alphabet Inc - $4.29M, Marvell Technology, Inc - $4.27M, and Procter & Gamble Co - $3.72M. 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: Ares Management Corporation - $2.5M, Global Payments Inc - $1.97M, Palantir Technologies Inc - $1.48M, Moody's Corporation - $1.23M, and Salesforce Inc - $1.21M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jean-Pierre Dulac's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.21M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $4.14M, Texas Instruments Inc - $1.35M, PPG Industries Inc - $1.3M, Eli Lilly and Company - $989,362.05, and Hewlett Packard Enterprise Company - $332,165.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jean-Pierre Dulac's monthly returns?
Jean-Pierre Dulac's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jean-Pierre Dulac's strategy be considered aggressive or moderate?
Jean-Pierre Dulac's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jean-Pierre Dulac's strategy?
Jean-Pierre Dulac's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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