DM
Don McArdle Portfolio
Invests via Strive Asset Management LLC | Managed by Matthew Cole, Jeffrey Sherman
Invests via Strive Asset Management LLC
Managed by Matthew Cole, Jeffrey Sherman
Automatically Tracked
Don McArdle Profile
With a strong background in technology commercialization, Don McArdle has established himself as a pivotal player in the innovation landscape. His extensive career spans roles as an entrepreneur and executive, where he successfully led various startups from concept to market entry. By fostering partnerships with industry leaders and guiding development teams, he has significantly enhanced product offerings that meet evolving market demands. His expertise extends beyond mere oversight; it involves driving operational excellence and strategic vision in tech-driven enterprises. In addition, his leadership is marked by an emphasis on sustainable growth trajectories that address real-world challenges through innovative solutions.
With a strong background in technology commercialization, Don McArdle has established himself as a pivotal player in the innovation landscape. His extensive career spans roles as an entrepreneur and executive, where he successfully led various startups from concept to market entry. By fostering partnerships with industry leaders and guiding development teams, he has significantly enhanced product offerings that meet evolving market demands. His expertise extends beyond mere oversight; it involves driving operational excellence and strategic vision in tech-driven enterprises. In addition, his leadership is marked by an emphasis on sustainable growth trajectories that address real-world challenges through innovative solutions.
Investment Philosophy & Strategy
Innovation thrives in the ventures led by Don McArdle, who leverages his entrepreneurial acumen and operational expertise to identify transformative opportunities. With a keen focus on technology commercialization, he cultivates an environment where creativity aligns with market needs. Strategic partnerships form the backbone of his approach, enabling nimble responses to evolving consumer demands while ensuring product relevancy. Growth trajectories are driven not just by aggressive expansion but also by thoughtful consideration of sustainable practices that address pressing societal issues. As he guides teams through complex landscapes, competitive positioning is enhanced through a combination of visionary leadership and rigorous execution.
Innovation thrives in the ventures led by Don McArdle, who leverages his entrepreneurial acumen and operational expertise to identify transformative opportunities. With a keen focus on technology commercialization, he cultivates an environment where creativity aligns with market needs. Strategic partnerships form the backbone of his approach, enabling nimble responses to evolving consumer demands while ensuring product relevancy. Growth trajectories are driven not just by aggressive expansion but also by thoughtful consideration of sustainable practices that address pressing societal issues. As he guides teams through complex landscapes, competitive positioning is enhanced through a combination of visionary leadership and rigorous execution.
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:
20.01%
Gain +0.99%
Monthly
1.28%
Yearly
16.41%
Drawdown
9.84%
$3.24B
Equity
Holdings
$3.24B
Investment
$3.01B
$252.31M
Profit +$31.69M
Realized
$17.44M
Unrealized
$234.87M
Dividends
$42.85M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$31.69M
Win %
61%
This Week
Compared To Last Week
Gain
2.76%
Profit
$86.89M
Win %
61%
This Month
Compared to last month
Gain
1.27%
Profit
$40.63M
Win %
61%
This Year
Compared to last year
Gain
5.63%
Profit
$172.76M
Win %
61%
RIVN Rivian Automotive, Inc.
+7.85%
+$18,300 
IOT Samsara Inc. Class A Common Stock
+4.37%
+$14,100 
SCI Service Corporation International
+4.31%
+$31,750 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$189,585.68 
MOH Molina Healthcare Inc.
+3.67%
+$70,800 
LPLA LPL Financial Holdings Inc.
+3.55%
+$405,200 
CME CME Group Inc.
+2.8%
+$17.31M 
NEM Newmont Corporation
+2.69%
+$39,450 
ZBRA Zebra Technologies Corporation
+2.69%
+$388,700 
LUV Southwest Airlines Co.
+2.69%
+$23,800 
UAL United Airlines Holdings, Inc.
+2.58%
+$58,200 
T AT&T Inc.
+2.48%
+$23.37 
MCHP Microchip Technology Incorporated
+2.48%
+$23,000 
JPM JPMorgan Chase & Co.
+2.3%
+$11,414.13 
HCA HCA Healthcare Inc.
+2.3%
+$130,499.85 
USB U.S. Bancorp
+2.27%
+$13,100 
CMCSA Comcast Corp
+2.23%
+$37,104.93 
RCL Royal Caribbean Group
+2.19%
+$126,400 
AXP American Express Company
+2.18%
+$11,314.62 
WSM Williams-Sonoma, Inc.
+2.17%
+$47,500.1 
SYK Stryker Corporation
+2.09%
+$3.92M 
CRBG Corebridge Financial Inc.
+1.93%
+$10,900 
TSLA Tesla, Inc.
+1.88%
+$7.51 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$16,400 
D Dominion Energy, Inc.
+1.81%
+$345.83 
MTB M&T Bank Corporation
+1.76%
+$40,200 
BLOK Amplify Transformational Data Sharing ETF
+1.66%
+$135,184.35 
KDP Keurig Dr Pepper Inc.
+1.6%
+$5,000 
ARES Ares Management Corporation
+1.58%
+$21,000 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$73,800 
BX Blackstone Inc.
+1.56%
+$56,813.4 
BAC Bank of America Corporation
+1.52%
+$348.6 
ZM Zoom Video Communications, Inc.
+1.49%
+$20,640 
CAT Caterpillar Inc.
+1.49%
+$3.03M 
COF Capital One Financial Corporation
+1.47%
+$26,800 
MET MetLife Inc.
+1.45%
+$1,976.12 
OMC Omnicom Group Inc.
+1.43%
+$10,800 
GDDY Godaddy Inc.
+1.41%
+$158,759.38 
COP ConocoPhillips
+1.39%
+$16,050 
POOL Pool Corporation
+1.38%
+$26,600 
MCO Moody's Corporation
+1.37%
+$241,600 
FISV Fiserv, Inc.
+1.36%
+$51,837.12 
O Realty Income Corporation
+1.32%
+$8,150 
NEE NextEra Energy, Inc.
+1.3%
+$11,050 
C Citigroup Inc.
+1.24%
+$114.91 
HLT Hilton Worldwide Holdings Inc.
+1.21%
+$41,300 
CAH Cardinal Health Inc.
+1.21%
+$40,050 
WAB Wabtec Corporation
+1.2%
+$235,500 
LRCX Lam Research Corporation
+1.18%
+$42,900 
VST Vistra Corp
+1.13%
+$58,100 
ESS Essex Property Trust, Inc.
+1.13%
+$47,699.85 
TYL Tyler Technologies Inc.
+1.13%
+$66,600 
CI The Cigna Group
+1.12%
+$49,650 
IWS iShares Russell Mid-Cap Value ETF
+1.12%
+$179.19 
JNJ Johnson & Johnson
+1.07%
+$45.9 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$30.83 
PPL PPL Corporation
+1.06%
+$3,750 
V Visa Inc. Class A
+1.05%
+$33,400.12 
ATO Atmos Energy Corporation
+1.03%
+$17,300 
MPC Marathon Petroleum Corporation
+1.03%
+$93,800 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$228.79 
IJR iShares Core S&P Small-Cap ETF
+1%
+$142,801.89 
KKR KKR & Co. Inc.
+0.99%
+$3.88M 
PAVE Global X U.S. Infrastructure Development ETF
+0.98%
+$2.8 
IFF International Flavors & Fragrances Inc.
+0.96%
+$7,450 
APH Amphenol Corporation
+0.95%
+$2,450.5 
IWR iShares Russell Mid-Cap ETF
+0.95%
+$25,718.28 
FERG Ferguson Enterprises Inc
+0.88%
+$40,200 
FTNT Fortinet Inc.
+0.88%
+$19,050.03 
MKL Markel Group Inc.
+0.87%
+$320,000 
PG Procter & Gamble Co
+0.85%
+$12,550 
ED Consolidated Edison, Inc.
+0.84%
+$9,000 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$618.55 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.83%
+$29.68 
BKNG Booking Holdings Inc.
+0.82%
+$506,250 
SO The Southern Company
+0.8%
+$29,800 
CVX Chevron Corporation
+0.75%
+$1,079.39 
FE FirstEnergy Corp.
+0.75%
+$27,676.25 
INVH Invitation Homes Inc.
+0.75%
+$14,016.2 
HD The Home Depot, Inc.
+0.73%
+$145.79 
UNH UnitedHealth Group Incorporated
+0.71%
+$2.06M 
MA Mastercard Incorporated
+0.7%
+$1,681.44 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$67,000.2 
PHO Invesco Water Resources ETF
+0.68%
+$31.5 
MS Morgan Stanley
+0.66%
+$14,000 
VOOV Vanguard S&P 500 Value ETF
+0.64%
+$3,073.8 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$188.16 
DOW Dow Inc.
+0.61%
+$2,180.79 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.6%
+$25.48 
VGT Vanguard Information Technology ETF
+0.6%
+$5,208 
IVV iShares Core S&P 500 ETF
+0.58%
+$396,173.01 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$95.53 
SWK Stanley Black & Decker Inc.
+0.56%
+$496,239.16 
HON Honeywell International Inc.
+0.55%
+$28,577.61 
GOOGL Alphabet Inc
+0.53%
+$4,752.08 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$3,459.36 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$40 
GOOG Alphabet Inc
+0.45%
+$11,855.93 
ROST Ross Stores, Inc.
+0.43%
+$10,200 
CINF Cincinnati Financial Corporation
+0.42%
+$14,200 
WMT Walmart Inc.
+0.41%
+$48.5 
RLI RLI Corp.
+0.39%
+$3,150 
TDY Teledyne Technologies Incorporated
+0.38%
+$71,400 
GD General Dynamics Corporation
+0.38%
+$145.8 
PEP PepsiCo, Inc.
+0.38%
+$8,100 
AMGN Amgen Inc.
+0.34%
+$1,126.06 
PSA Public Storage Common Stock
+0.34%
+$16,800 
DGRE WisdomTree Emerging Markets Fund
+0.34%
+$32.81 
KVUE Kenvue Inc.
+0.33%
+$600 
SAP SAP SE Sponsored ADR
+0.31%
+$7,650 
DRI Darden Restaurants, Inc.
+0.31%
+$9,750 
EFA iShares MSCI EAFE ETF
+0.31%
+$546.88 
XOM Exxon Mobil Corporation
+0.29%
+$17.42 
VUG Vanguard Growth ETF
+0.22%
+$181.26 
BP BP p.l.c. Sponsored ADR
+0.21%
+$900 
IQV IQVIA Holdings Inc.
+0.2%
+$33,068.16 
PFE Pfizer Inc.
+0.15%
+$400 
NVDA NVIDIA Corporation
+0.14%
+$1.1 
EA Electronic Arts Inc.
+0.11%
+$4,400 
ENB Enbridge Inc.
+0.11%
+$21.54 
MSFT Microsoft Corp.
+0.1%
+$48 
LVS Las Vegas Sands Corp.
+0.1%
+$500 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$8.85 
PH Parker-Hannifin Corporation
+0.09%
+$15,800 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$73.38 
FDX FedEx Corporation
+0.05%
+$6,300 
LDOS Leidos Holdings Inc.
+0.05%
+$2,400 
ORCL Oracle Corporation
+0.05%
+$6.66 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$69.64 
BTC Grayscale Bitcoin Mini Trust ETF
+0.04%
+$0.3 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$4.45 
PANW Palo Alto Networks, Inc.
+0.03%
+$750 
BUXX Strive Enhanced Income Short Duration Fund
+0.03%
+$123.87 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$5.67 
GBTC Grayscale Bitcoin Trust ETF
+0.02%
+$20.98 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$0.1 
AON Aon plc
0%
+$1,603.98 
ANTM Anthem Inc
0%
$0 
BLL Ball Corp
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
RDDT Reddit Inc Class A
-6.43%
-$111,449.9 
SMCI Super Micro Computer Inc
-4.72%
-$22,650 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$71,600 
ILMN Illumina, Inc.
-3.15%
-$52,400 
STRV Strive 500 ETF
-2.68%
-$22.27 
BMNR Bitmine Immersion Technologies, Inc.
-2.6%
-$40.42 
LLY Eli Lilly and Company
-2.41%
-$586.95 
NKE Nike, Inc. - Class B
-2.33%
-$26,750 
SHOP Shopify Inc.
-1.96%
-$707.42 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$363,949.8 
ABT Abbott Laboratories
-1.68%
-$4,625.13 
HEI-A HEICO Corporation
-1.59%
-$39,900 
AAPL Apple Inc.
-1.52%
-$445.5 
MU Micron Technology, Inc.
-1.42%
-$283,700 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$1,993.54 
AMZN Amazon.com Inc
-1.21%
-$34,529.93 
TWLO Twilio Inc.
-1.17%
-$48,200 
NFLX Netflix, Inc.
-1.14%
-$241.8 
AVGO Broadcom Inc.
-0.94%
-$8,108.82 
WSO Watsco Inc.
-0.92%
-$35,400 
NOW ServiceNow, Inc.
-0.84%
-$378.45 
BDX Becton, Dickinson and Company
-0.75%
-$28,238.4 
CSCO Cisco Systems, Inc.
-0.6%
-$90.52 
ETN Eaton Corporation plc
-0.55%
-$32,700.15 
WISE Themes Generat Artificial Intelligence Mutual Fund
-0.55%
-$8.51 
HAL Halliburton Company
-0.44%
-$2.98M 
NOC Northrop Grumman Corporation
-0.4%
-$43,800 
RPM RPM International Inc.
-0.36%
-$2,057.64 
MRVL Marvell Technology, Inc.
-0.36%
-$15,150 
META Meta Platforms Inc Class A
-0.26%
-$504.6 
CRM Salesforce Inc
-0.25%
-$32.8 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$750 
DHI D.R. Horton, Inc.
-0.21%
-$3.3 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$0.35 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.13%
-$59.94 
FTSL First Trust Senior Loan ETF
-0.11%
-$2,428.65 
LOW Lowe's Companies Inc.
-0.1%
-$3,300 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.09%
-$1.39 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$1,353.54 
CMF iShares California Muni Bond ETF
-0.04%
-$1,820 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$2,057.5 
TSCO Tractor Supply Company
-0.03%
-$200 
MUB iShares National Muni Bond ETF
-0.01%
-$22.02 Events
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Dividends
Dividend Analysis
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| Trades 380 | Longs Won 243/380 63% | Profit Factor 1.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $16.12M |
| Average Win $2.09M | Best Trade (Jun 11) $265.29M | Sharpe Ratio 0.82 |
| Average Loss -$1.87M | Worst Trade (Jun 11) -$155.39M | Z-Score -2.2 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 6d | Expectancy $663,964.69 |
| 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% | 0.02% | 0.27% | 2.5% | 17.51% |
| Consecutive Losing Trades | 1,733 | 1,560 | 1,386 | 1,213 | 1,040 | 867 | 693 | 520 | 347 | 173 |
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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Option values are updated at end of day.
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