Patrick D. Hayes Portfolio
Invests via Canopy Partners LLC | Managed by Patrick D. Hayes, Charles "Chuck" Stutenroth, Christopher Baucom
Invests via Canopy Partners LLC
Managed by Patrick D. Hayes, Charles "Chuck" Stutenroth, Christopher Baucom
Automatically Tracked
Patrick D. Hayes Profile
With a robust career as an operating executive, Patrick D. Hayes has significantly influenced several sectors through his leadership in corporate strategy and transformation initiatives. His deep understanding of market dynamics enables him to drive performance improvements across diverse business units while navigating complex organizational challenges. Patrick’s reputation for innovation is reflected in his work with both established firms and startups, where he fosters growth and operational efficiency. Beyond the boardroom, he remains engaged in mentorship programs aimed at nurturing the next generation of leaders within the industry.
With a robust career as an operating executive, Patrick D. Hayes has significantly influenced several sectors through his leadership in corporate strategy and transformation initiatives. His deep understanding of market dynamics enables him to drive performance improvements across diverse business units while navigating complex organizational challenges. Patrick’s reputation for innovation is reflected in his work with both established firms and startups, where he fosters growth and operational efficiency. Beyond the boardroom, he remains engaged in mentorship programs aimed at nurturing the next generation of leaders within the industry.
Investment Philosophy & Strategy
Innovation in navigating competitive landscapes shapes Patrick D. Hayes' investment approach, emphasizing operational efficiency and strategic foresight. Leveraging extensive leadership experience, he adeptly identifies value creation opportunities that resonate with both established companies and dynamic startups. This focus allows him to guide investments toward areas poised for significant growth and transformation. The ability to foresee market shifts positions him advantageously when evaluating potential disruptions, while his commitment to mentorship underscores a long-term vision for developing emerging talent within the industry.
Innovation in navigating competitive landscapes shapes Patrick D. Hayes' investment approach, emphasizing operational efficiency and strategic foresight. Leveraging extensive leadership experience, he adeptly identifies value creation opportunities that resonate with both established companies and dynamic startups. This focus allows him to guide investments toward areas poised for significant growth and transformation. The ability to foresee market shifts positions him advantageously when evaluating potential disruptions, while his commitment to mentorship underscores a long-term vision for developing emerging talent within the industry.
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:
57.82%
Gain +0.01%
Monthly
1.49%
Yearly
19.5%
Drawdown
21.28%
$322.08M
Equity
Holdings
$322.08M
Investment
$232.82M
$94.02M
Profit -$61,281.41
Realized
$4.76M
Unrealized
$89.26M
Dividends
$9.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
-$61,281.41
Win %
71%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$3.29M
Win %
71%
This Month
Compared to last month
Gain
-0.64%
Profit
-$2.08M
Win %
71%
This Year
Compared to last year
Gain
11.76%
Profit
$33.9M
Win %
70%
SCCO Southern Copper Corporation
+3.97%
+$9,016.3 
RGLD Royal Gold Inc.
+3.74%
+$6,619.26 
NEM Newmont Corporation
+3.52%
+$5,261.64 
T AT&T Inc.
+3.5%
+$7,035.6 
B BARRICK MINING CORP Common Stock (ABR0)
+3.13%
+$4,900.86 
CIG Companhia Energética de Minas Gerais S.A. ADR
+2.79%
+$937.92 
AVGO Broadcom Inc.
+2.67%
+$112,595.51 
NVDA NVIDIA Corporation
+2.3%
+$265,508.3 
JNJ Johnson & Johnson
+2%
+$65,837.3 
HSBC HSBC Holdings plc Sponsored ADR
+1.97%
+$9,569.91 
BA Boeing Company
+1.88%
+$6,872.25 
XEL Xcel Energy Inc.
+1.87%
+$640.92 
XOM Exxon Mobil Corporation
+1.81%
+$16,568.72 
BLK BlackRock, Inc.
+1.77%
+$26,812.63 
NEE NextEra Energy, Inc.
+1.68%
+$16,539 
MDLZ Mondelez International, Inc.
+1.67%
+$18,011 
AMT American Tower Corporation
+1.63%
+$3,254.73 
TRGP Targa Resources Corp.
+1.51%
+$3,849.3 
WDC Western Digital Corporation
+1.51%
+$8,768.51 
GD General Dynamics Corporation
+1.48%
+$5,696.06 
AMD Advanced Micro Devices, Inc.
+1.45%
+$22,301.73 
LMT Lockheed Martin Corporation
+1.43%
+$9,072.96 
WM Waste Management, Inc.
+1.37%
+$5,552.02 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+1.31%
+$4,311.43 
WPM Wheaton Precious Metals Corp.
+1.27%
+$3,449.6 
CL Colgate-Palmolive Company
+1.25%
+$3,944.83 
XLE Energy Select Sector SPDR Fund
+1.2%
+$2,505.3 
PH Parker-Hannifin Corporation
+1.17%
+$4,330.52 
GS The Goldman Sachs Group, Inc.
+1.16%
+$13,575.3 
COP ConocoPhillips
+1.1%
+$9,090.63 
BTI British American Tobacco p.l.c. ADR
+1.04%
+$2,447.36 
ADI Analog Devices, Inc.
+1.02%
+$6,601.28 
ALIZY Allianz SE
+1.02%
+$4,106.2 
TXN Texas Instruments Inc
+0.99%
+$8,513.97 
ETN Eaton Corporation plc
+0.98%
+$13,978.76 
ABT Abbott Laboratories
+0.9%
+$9,519.3 
JPM JPMorgan Chase & Co.
+0.86%
+$42,095.34 
PNC The PNC Financial Services Group, Inc.
+0.85%
+$15,129.39 
MITSY Mitsui & Co., Ltd. Sponsored ADR
+0.8%
+$1,439.99 
ANZGY ANZ Group Holdings Ltd.
+0.72%
+$2,227.86 
ITW Illinois Tool Works Inc.
+0.71%
+$5,790.93 
SHEL Shell plc
+0.65%
+$2,681.28 
TD The Toronto-Dominion Bank
+0.64%
+$2,103.64 
RTX RTX Corporation
+0.62%
+$4,495.15 
LRLCY L'Oreal S.A. Unsponsored ADR
+0.54%
+$2,271.51 
CTAS Cintas Corporation
+0.47%
+$3,078.95 
KO The Coca-Cola Company
+0.28%
+$1,779.28 
RY Royal Bank of Canada
+0.27%
+$1,664.97 
EMR Emerson Electric Co.
+0.27%
+$1,645.43 
AEG Aegon N.V.
+0.22%
+$218.48 
ANET Arista Networks, Inc.
+0.17%
+$613.93 
BRK-A Berkshire Hathaway Inc.
+0.1%
+$4,398.6 
SBGSY Schneider Electric SE - Unsponsored ADR
+0.1%
+$357.72 
DHR Danaher Corporation
+0.07%
+$306.94 
CMI Cummins Inc.
+0.04%
+$182.69 
CSCO Cisco Systems, Inc.
+0.03%
+$508.47 
ASML ASML Holding N.V. New York Registry Shares
+0.02%
+$307.64 
TGT Target Corporation
+0.01%
+$128.24 
PG Procter & Gamble Co
+0.01%
+$128.76 
MRK Merck & Co., Inc.
+0.01%
+$136.36 
AACAY AAC Technologies Holdings Inc. ADR
0%
$0 
AAGIY AIA Group Ltd.
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
-$0.02 
ADP Automatic Data Processing Inc.
0%
$0 
ADSK Autodesk, Inc.
0%
+$0.02 
ALSMY Alstom S.A. Unsponsored ADR
0%
$0 
AMGN Amgen Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
BCS Barclays PLC Sponsored ADR
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CIEN Ciena Corporation
0%
-$0.01 
CME CME Group Inc.
0%
$0 
CMWAY Commonwealth Bank of Australia Sponsored ADR
0%
$0 
CNQ Canadian Natural Resources Limited
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
+$0.03 
CVX Chevron Corporation
0%
-$0.05 
DBSDY DBS Group Holdings Ltd.
0%
$0 
DE Deere & Company
0%
$0 
DELL Dell Technologies Inc.
0%
+$0.01 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ECL Ecolab Inc.
0%
$0 
EFA iShares MSCI EAFE ETF
0%
+$0.01 
EME EMCOR Group, Inc.
0%
-$0.01 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ESLT Elbit Systems Ltd.
0%
$0 
FICO Fair Isaac Corporation
0%
+$0.01 
GE General Electric Company
0%
-$0.03 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HEFA iShares Currency Hedged MSCI EAFE ETF
0%
$0 
HON Honeywell International Inc.
0%
$0 
HTHIY Hitachi Ltd. ADR
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IMO Imperial Oil Limited
0%
$0 
INFY Infosys Limited
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INTU Intuit Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.02 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.03 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWV ISHARES RUSSELL 3000 ETF
0%
-$0.01 
IXUS iShares Core International Stock ETF
0%
$0 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
0%
+$0.03 
KLAC KLA Corporation
0%
$0 
LIN Linde plc
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.05 
MAR Marriott International Inc. - Class A
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.16 
MEDP Medpace Holdings Inc.
0%
+$0.02 
MFG Mizuho Financial Group Inc. ADR
0%
$0 
MMM 3M Company
0%
+$0.01 
MPC Marathon Petroleum Corporation
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MURGY Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft ADR
0%
$0 
NABZY National Australia Bank Ltd.
0%
$0 
NMR Nomura Holdings Inc. Sponsored ADR
0%
$0 
NOW ServiceNow, Inc.
0%
+$0.02 
NPSNY Naspers Ltd Sponsored ADR
0%
$0 
ORCL Oracle Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PKX Posco Holdings Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PROSY Prosus N.V.
0%
$0 
PRYMY Prysmian S.p.A.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RCL Royal Caribbean Group
0%
+$0.01 
RDY Dr. Reddy's Laboratories Ltd.
0%
$0 
RHHBY Roche Holding AG
0%
$0 
RSG Republic Services, Inc.
0%
$0 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
0%
$0 
SHOP Shopify Inc.
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
0%
$0 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
0%
$0 
SPGI S&P Global Inc.
0%
-$0.01 
STN Stantec Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
TCEHY Tencent Holdings Ltd UNS ADR
0%
$0 
TJX The TJX Companies, Inc.
0%
$0 
TKOMY Tokio Marine Holdings Inc. ADR
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TOELY Tokyo Electron Ltd. Unsponsored ADR
0%
+$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UMC United Microelectronics Corp. Sponsored ADR
0%
$0 
UNCRY UniCredit S.p.A. - ADR
0%
$0 
UNFI United Natural Foods Inc.
0%
$0 
UNICY Unicharm Corporation ADR
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WIT Wipro Limited American Depositary Receipt
0%
$0 
WMT Walmart Inc.
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
ZURVY Zurich Insurance Group Ltd. ADR
0%
$0 
PLTR Palantir Technologies Inc.
-6.1%
-$20,969.28 
CRM Salesforce Inc
-4.15%
-$43,454.29 
SAP SAP SE Sponsored ADR
-3.62%
-$9,139.65 
PLD Prologis Inc.
-3.5%
-$16,144.44 
SFTBY SoftBank Group Corp.
-2.7%
-$7,556.78 
INTC Intel Corporation
-2.68%
-$23,389.95 
META Meta Platforms Inc Class A
-2.58%
-$139,426.56 
NVO Novo Nordisk A/S Sponsored ADR
-2.41%
-$6,787.76 
COF Capital One Financial Corporation
-2.36%
-$6,113.88 
WF Woori Financial Group Inc. Sponsored ADR
-2.06%
-$8,137.72 
PANW Palo Alto Networks, Inc.
-2.01%
-$15,113.98 
AMAT Applied Materials, Inc.
-1.88%
-$29,391.92 
WFC Wells Fargo & Company
-1.5%
-$7,851.36 
GOOGL Alphabet Inc
-1.46%
-$177,544.93 
ATEYY Advantest Corporation Sponsored ADR
-1.44%
-$10,127.85 
TSLA Tesla, Inc.
-1.3%
-$26,410.51 
MELI MercadoLibre, Inc.
-1.29%
-$3,680.08 
VLO Valero Energy Corporation
-1.23%
-$4,954.75 
MU Micron Technology, Inc.
-1.17%
-$26,025.32 
UNH UnitedHealth Group Incorporated
-1.16%
-$18,597.64 
ABBV AbbVie Inc.
-1.09%
-$15,145.25 
AMZN Amazon.com Inc
-1.09%
-$104,851.8 
LLY Eli Lilly and Company
-1.05%
-$21,923.25 
TDG TransDigm Group Inc.
-0.9%
-$7,142.97 
BKNG Booking Holdings Inc.
-0.86%
-$7,584.45 
XLC Communication Services Select Sector SPDR Fund
-0.75%
-$1,708.97 
XYL Xylem Inc.
-0.73%
-$2,248.9 
V Visa Inc. Class A
-0.68%
-$19,701.68 
ATDRY Auto Trader Group PLC ADR
-0.62%
-$101.6 
AXP American Express Company
-0.58%
-$12,749.01 
AAPL Apple Inc.
-0.56%
-$99,430.1 
ACN Accenture plc Class A
-0.55%
-$2,471.7 
EEM iShares MSCI Emerging Markets ETF
-0.54%
-$3,035.55 
NVS Novartis AG Sponsored ADR
-0.51%
-$2,748.41 
QQQ Invesco QQQ Trust, Series 1
-0.51%
-$2,707.74 
KR Kroger Co.
-0.41%
-$6,605.04 
DIS The Walt Disney Company
-0.28%
-$570.24 
SPG Simon Property Group, Inc.
-0.25%
-$777.47 
TM Toyota Motor Corporation
-0.22%
-$569.2 
EW Edwards Lifesciences Corporation
-0.21%
-$1,297.98 
COST Costco Wholesale Corporation
-0.21%
-$4,622.13 
NFLX Netflix, Inc.
-0.2%
-$1,525.16 
APH Amphenol Corporation
-0.19%
-$2,526 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.16%
-$22,328.06 
MCD McDonald's Corporation
-0.13%
-$1,007.08 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$15,470 
ITOCY Itochu Corporation Unsponsored ADR
-0.08%
-$238.6 
CAT Caterpillar Inc.
-0.07%
-$2,285.48 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$572.88 
NSRGY Nestle S.A. Sponsored ADR
-0.06%
-$295.92 
HD The Home Depot, Inc.
-0.04%
-$281.27 
EA Electronic Arts Inc.
-0.04%
-$110.15 
IBDRY Iberdrola S.A. Sponsored ADR
-0.03%
-$87.06 
BABA Alibaba Group Holding Limited SP ADR
-0.02%
-$52.58 
AFL Aflac Inc.
-0.01%
-$33.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1915 | Longs Won 1276/1915 66% | Profit Factor 9.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $307,176.03 |
| Average Win $81,910.11 | Best Trade (Jul 23) $6.49M | Sharpe Ratio -10.49 |
| Average Loss -$16,422.5 | Worst Trade (Jul 24) -$606,565.2 | Z-Score 8.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 5d | Expectancy $49,098.34 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Patrick D. Hayes?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $1.07M, VANGUARD TOTAL STOCK MKT ETF - $987,432.82, Kroger Co - $835,672.29, NVIDIA Corporation - $629,720.07, and JPMorgan Chase & Co - $597,611.12. 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: The Trade Desk, Inc. Class A - $388,102.93, UnitedHealth Group Incorporated - $274,279.36, Adobe Inc - $265,585.33, Accenture plc Class A - $248,442.89, and Nike, Inc. - Class B - $206,438.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick D. Hayes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.63M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $903,565.25, VANGUARD TOTAL STOCK MKT ETF - $384,170.34, iShares Core MSCI Emerging Markets ETF - $342,319.26, Dimensional World ex U.S. Core Equity 2 ETF - $338,208.93, and SPDR S&P 500 ETF Trust - $329,773.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick D. Hayes's monthly returns?
Patrick D. Hayes'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 Patrick D. Hayes's strategy be considered aggressive or moderate?
Patrick D. Hayes'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 Patrick D. Hayes's strategy?
Patrick D. Hayes'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.
