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:
37.87%
Gain -0.14%
Monthly
3.65%
Yearly
37.87%
Drawdown
10.96%
$0
Equity
Holdings
$0
Investment
$0
$139.33M
Profit -$2.81M
Realized
$139.33M
Unrealized
$0
Dividends
$12.59M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$2.81M
Win %
64%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$2.81M
Win %
64%
This Month
Compared to last month
Gain
2.17%
Profit
$66.33M
Win %
64%
This Year
Compared to last year
Gain
2.85%
Profit
$86.47M
Win %
71%
HAL Halliburton Company
+$65.19M
CAT Caterpillar Inc.
+$22.07M
UL
UL
+$20.73M
CME CME Group Inc.
+$9.75M
QQQ Invesco QQQ Trust, Series 1
+$6.57M
MKL Markel Group Inc.
+$4.77M
IQV IQVIA Holdings Inc.
+$3.26M
STXF Strive 500 ETF
+$2.72M
APO Apollo Global Management, Inc.
+$2.47M
PH Parker-Hannifin Corporation
+$2.45M
MU Micron Technology, Inc.
+$2.37M
BLOK Amplify Transformational Data Sharing ETF
+$2.14M
IVV iShares Core S&P 500 ETF
+$1.66M
FDX FedEx Corporation
+$1.55M
MCO Moody's Corporation
+$1.41M
AIRR First Trust RBA American Industrial Renaissance ETF
+$1.4M
NVDA NVIDIA Corporation
+$1.39M
ASML ASML Holding N.V. New York Registry Shares
+$1.04M
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+$995,922.3
WAB Wabtec Corporation
+$992,250
LPLA LPL Financial Holdings Inc.
+$991,200
VGT Vanguard Information Technology ETF
+$940,658.93
MSFT Microsoft Corp.
+$937,401.25
TWLO Twilio Inc.
+$843,000
PAVE Global X U.S. Infrastructure Development ETF
+$829,961.22
SWK Stanley Black & Decker Inc.
+$823,545.84
MSTR Strategy Inc.
+$782,546.08
GOOG Alphabet Inc
+$781,673.16
CAH Cardinal Health Inc.
+$735,760.5
NTRA NATERA INC (Common Stock) – ticker 45E
+$681,200
HCA HCA Healthcare Inc.
+$620,700
ORCL Oracle Corporation
+$589,913.85
AMZN Amazon.com Inc
+$509,780.53
NFLX Netflix, Inc.
+$386,150.26
LRCX Lam Research Corporation
+$375,400
ILMN Illumina, Inc.
+$361,900
IQDG WisdomTree International Quality Dividend Growth Fund
+$360,775.61
PHO Invesco Water Resources ETF
+$359,415.27
META Meta Platforms Inc Class A
+$340,826.88
IWP iShares Russell Mid-Cap Growth ETF
+$331,934.14
CRWD CrowdStrike Holdings, Inc.
+$329,648.98
ETHT ProShares Ultra Ether ETF
+$325,242.54
UAL United Airlines Holdings, Inc.
+$306,400
COF Capital One Financial Corporation
+$305,800
TSLA Tesla, Inc.
+$297,476.17
ELV Elevance Health, Inc.
+$291,400
ROST Ross Stores, Inc.
+$281,550
HLT Hilton Worldwide Holdings Inc.
+$279,600
AVGO Broadcom Inc.
+$262,177.32
AAPL Apple Inc.
+$257,691.36
SHOP Shopify Inc.
+$246,778.94
VUG Vanguard Growth ETF
+$239,511
NEM Newmont Corporation
+$236,850
JPM JPMorgan Chase & Co.
+$233,711.67
SCZ iShares MSCI EAFE Small-Cap ETF
+$230,219.55
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+$226,189.27
IJR iShares Core S&P Small-Cap ETF
+$210,683.83
IJT iShares S&P Small-Cap 600 Growth ETF
+$205,011.45
CMF iShares California Muni Bond ETF
+$203,144.99
C Citigroup Inc.
+$199,383.22
DGRE WisdomTree Emerging Markets Fund
+$197,517.34
MS Morgan Stanley
+$195,700
VOOV Vanguard S&P 500 Value ETF
+$193,693.2
LUV Southwest Airlines Co.
+$192,000
PNC The PNC Financial Services Group, Inc.
+$190,000
USHY iShares Broad USD High Yield Corporate Bond ETF
+$182,842.44
EFA iShares MSCI EAFE ETF
+$175,392.78
EL The Estée Lauder Companies Inc. Class A
+$169,500
AXP American Express Company
+$159,658.25
BDX Becton, Dickinson and Company
+$159,000
GOOGL Alphabet Inc
+$152,331.42
IWS iShares Russell Mid-Cap Value ETF
+$144,601.86
SCHC Schwab International Small-Cap Equity ETF
+$141,487.68
BTC Grayscale Bitcoin Mini Trust ETF
+$139,376.7
WMT Walmart Inc.
+$137,240.24
FTSL First Trust Senior Loan ETF
+$136,463.04
NOW ServiceNow, Inc.
+$134,945.34
IJS iShares S&P Small-Cap 600 Value ETF
+$128,121.5
BAC Bank of America Corporation
+$124,836.61
CINF Cincinnati Financial Corporation
+$121,800
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+$120,727.89
LVS Las Vegas Sands Corp.
+$115,500
BA Boeing Company
+$101,504.91
GD General Dynamics Corporation
+$101,308.3
WISE Themes Generat Artificial Intelligence Mutual Fund
+$95,767.96
MUB iShares National Muni Bond ETF
+$94,582.43
FFLS The Future Fund Long/Short ETF
+$88,152.51
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+$84,742.59
CSCO Cisco Systems, Inc.
+$78,396.75
DHI D.R. Horton, Inc.
+$76,458.92
RIVN Rivian Automotive, Inc.
+$75,450
PANW Palo Alto Networks, Inc.
+$69,294.75
PEP PepsiCo, Inc.
+$67,537.5
IFF International Flavors & Fragrances Inc.
+$62,500
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+$61,222.04
ZM Zoom Video Communications, Inc.
+$56,850
EA Electronic Arts Inc.
+$56,400
BALL Ball Corp.
+$55,000
MTB M&T Bank Corporation
+$53,600
NEE NextEra Energy, Inc.
+$53,565
HON Honeywell International Inc.
+$53,201.4
USB U.S. Bancorp
+$50,300
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+$48,765.79
HD The Home Depot, Inc.
+$48,368.39
SAP SAP SE Sponsored ADR
+$42,585.8
IEMG iShares Core MSCI Emerging Markets ETF
+$41,222.86
D Dominion Energy, Inc.
+$39,037.15
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
+$38,600.04
ABNB Airbnb, Inc.
+$36,926.78
IWO iShares Russell 2000 Growth ETF
+$34,390.08
MA Mastercard Incorporated
+$33,324.96
SPY SPDR S&P 500 ETF Trust
+$29,628.66
ARES Ares Management Corporation
+$28,600
KRE SPDR S&P Regional Banking ETF
+$28,427.92
IWN iShares Russell 2000 Value ETF
+$27,418.17
KDP Keurig Dr Pepper Inc.
+$25,000
TDG TransDigm Group Inc.
+$24,723.2
BUXX Strive Enhanced Income Short Duration Fund
+$23,604.04
T AT&T Inc.
+$23,133.2
JMST JPMorgan Ultra-Short Municipal Income Fund
+$21,575.87
PAYC Paycom Software, Inc.
+$20,115.58
APH Amphenol Corporation
+$19,671.1
F Ford Motor Company
+$19,650
IJK iShares S&P Mid-Cap 400 Growth ETF
+$19,628.13
ABT Abbott Laboratories
+$19,345.14
MET MetLife Inc.
+$16,018.46
MRVL Marvell Technology, Inc.
+$14,550
JNJ Johnson & Johnson
+$13,971.13
RLI RLI Corp.
+$13,800
MSCI MSCI Inc.
+$13,107.54
GBTC Grayscale Bitcoin Trust ETF
+$12,671.05
KVUE Kenvue Inc.
+$12,275
WDAY Workday Inc.
+$10,805
REET iShares Global REIT ETF
+$10,650.4
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+$9,748.36
DOW Dow Inc.
+$8,510.4
TSMWF Taiwan Semiconductor Manufacturing Company Limited
+$8,284.5
SUB iShares Short-Term National Muni Bond ETF
+$8,088.02
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+$7,649.54
ADBE Adobe Inc.
+$7,638.4
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+$5,183.25
CSGP CoStar Group, Inc.
+$3,795.6
IWR iShares Russell Mid-Cap ETF
+$2,867.08
LIN Linde plc
+$2,535.04
TIP iShares TIPS Bond ETF
+$1,662.07
OMC Omnicom Group Inc.
+$200
FLOT iShares Floating Rate Bond ETF
+$11.59
GNOM
GNOM
$0
SYK Stryker Corporation
-$11.2M
KKR KKR & Co. Inc.
-$9.42M
UNH UnitedHealth Group Incorporated
-$9.38M
FISV Fiserv, Inc.
-$4.45M
ZBRA Zebra Technologies Corporation
-$3.53M
TDY Teledyne Technologies Incorporated
-$2.26M
GDDY Godaddy Inc.
-$1.91M
TYL Tyler Technologies Inc.
-$1.38M
VST Vistra Corp
-$1.2M
AON Aon plc
-$1.18M
MPC Marathon Petroleum Corporation
-$1.02M
RCL Royal Caribbean Group
-$873,200
ETN Eaton Corporation plc
-$820,499.85
POOL Pool Corporation
-$800,700
NOC Northrop Grumman Corporation
-$735,999.8
WSO Watsco Inc.
-$643,500
BKNG Booking Holdings Inc.
-$516,000
APP AppLovin Corporation Class A Common Stock
-$466,608.48
BX Blackstone Inc.
-$463,525.2
PSA Public Storage Common Stock
-$395,250
LDOS Leidos Holdings Inc.
-$325,200
SMCI Super Micro Computer Inc
-$280,050
SO The Southern Company
-$273,200
CMCSA Comcast Corp
-$215,741.5
MOH Molina Healthcare Inc.
-$178,200
WSM Williams-Sonoma, Inc.
-$162,000
LOW Lowe's Companies Inc.
-$143,296.28
NKE Nike, Inc. - Class B
-$140,250
TSCO Tractor Supply Company
-$132,600
ESS Essex Property Trust, Inc.
-$89,700
INVH Invitation Homes Inc.
-$79,000.4
DRI Darden Restaurants, Inc.
-$72,600
FTNT Fortinet Inc.
-$70,050
AMGN Amgen Inc.
-$63,923.67
CVX Chevron Corporation
-$55,503.93
REGN Regeneron Pharmaceuticals, Inc.
-$55,150.08
CRM Salesforce Inc
-$51,972.42
SCI Service Corporation International
-$49,100
FE FirstEnergy Corp.
-$47,840.37
MRK Merck & Co., Inc.
-$43,986.79
DD DuPont de Nemours, Inc.
-$42,749.32
PG Procter & Gamble Co
-$40,982.71
LLY Eli Lilly and Company
-$40,796.85
FERG Ferguson Enterprises Inc
-$39,000
TMO Thermo Fisher Scientific Inc.
-$37,601.1
XOM Exxon Mobil Corporation
-$37,389.28
O Realty Income Corporation
-$36,115
CRBG Corebridge Financial Inc.
-$32,800
ATO Atmos Energy Corporation
-$21,200
ZTS Zoetis Inc.
-$20,582.5
BP BP p.l.c. Sponsored ADR
-$20,236.32
SBUX Starbucks Corporation
-$19,047.8
PPL PPL Corporation
-$18,675
IOT Samsara Inc. Class A Common Stock
-$18,000
HEI.A Heico Corporation
-$16,600.06
TGT Target Corporation
-$16,092.38
ACN Accenture plc Class A
-$15,515.62
BRK-B Berkshire Hathaway Inc.
-$14,138.08
IHE iShares U.S. Pharmaceuticals ETF
-$13,413.44
PFE Pfizer Inc.
-$10,052.12
CI The Cigna Group
-$9,252.22
V Visa Inc. Class A
-$8,470.25
PHG Koninklijke Philips N.V.
-$7,651.78
IT Gartner Inc.
-$7,403.06
ED Consolidated Edison, Inc.
-$3,500
RPM RPM International Inc.
-$2,904.56
BMNR Bitmine Immersion Technologies, Inc.
-$2,328.38
COP ConocoPhillips
-$1,400
RDDT Reddit Inc Class A
-$1,200
VTEB Vanguard Tax-Exempt Bond ETF
-$967.53
MCHP Microchip Technology Incorporated
-$450
Events
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Dividends
Dividend Analysis
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| Trades 380 | Longs Won 261/380 68% | Profit Factor 2.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.74M |
| Average Win $649,264.76 | Best Trade (Dec 30) $62.3M | Sharpe Ratio -8.69 |
| Average Loss -$499,055.86 | Worst Trade (Dec 30) -$11.2M | Z-Score -3.94 (100%) |
| Commissions $0 | Avg. Trade Length 4m 3w 1d | Expectancy $366,654.31 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Don McArdle?
The largest contributions to the portfolio's profits come from the following stocks: Halliburton Company - $65.19M, Caterpillar Inc - $22.07M, UL - $20.73M, CME Group Inc - $9.75M, and Invesco QQQ Trust, Series 1 - $6.57M. 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: Stryker Corporation - $11.2M, KKR & Co. Inc - $9.42M, UnitedHealth Group Incorporated - $9.38M, Fiserv, Inc - $4.45M, and Zebra Technologies Corporation - $3.53M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Don McArdle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.59M earned over time. The largest contributors to dividend income include CME Group Inc - $2.94M, Halliburton Company - $2.89M, UnitedHealth Group Incorporated - $1.57M, Stanley Black & Decker Inc - $876,337.24, and KKR & Co. Inc - $762,930.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Don McArdle's monthly returns?
Don McArdle's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Don McArdle's strategy be considered aggressive or moderate?
It is difficult to clearly classify Don McArdle's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Don McArdle's strategy?
It is difficult to determine whether Don McArdle's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
