PDH
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:
31.53%
Gain +1.49%
Monthly
0.94%
Yearly
11.87%
Drawdown
16.35%
$328.8M
Equity
Holdings
$328.8M
Investment
$238.35M
$94.26M
Profit +$5.78M
Realized
$3.8M
Unrealized
$90.45M
Dividends
$8.88M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.49%
Profit
$5.78M
Win %
68%
This Week
Compared To Last Week
Gain
-1.23%
Profit
-$4.11M
Win %
68%
This Month
Compared to last month
Gain
-1.72%
Profit
-$5.77M
Win %
68%
This Year
Compared to last year
Gain
7.15%
Profit
$21.94M
Win %
68%
ATEYY Advantest Corporation Sponsored ADR
+15.08%
+$82,430.08 
LRCX Lam Research Corporation
+12.65%
+$87,507.28 
MU Micron Technology, Inc.
+11.69%
+$225,262.64 
ESLT Elbit Systems Ltd.
+11.51%
+$34,205.49 
TOELY Tokyo Electron Ltd. Unsponsored ADR
+11.24%
+$43,448.24 
AMAT Applied Materials, Inc.
+11.17%
+$152,985.53 
SFTBY SoftBank Group Corp.
+9.72%
+$28,469.6 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$146,982.59 
INTC Intel Corporation
+9.28%
+$70,671.8 
UMC United Microelectronics Corp. Sponsored ADR
+9.26%
+$44,255.75 
SCCO Southern Copper Corporation
+8.71%
+$17,997.22 
PRYMY Prysmian S.p.A.
+8.46%
+$37,095.32 
AMD Advanced Micro Devices, Inc.
+7.96%
+$97,181.99 
HBM Hudbay Minerals Inc.
+7.9%
+$29,604.9 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+7.26%
+$25,579.77 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$29,908.57 
HON Honeywell International Inc.
+6.45%
+$37,408.13 
CLS Celestica Inc.
+6.4%
+$16,965.2 
PANW Palo Alto Networks, Inc.
+6.15%
+$36,621.78 
QCOM QUALCOMM Incorporated
+6.15%
+$50,662.08 
BA Boeing Company
+6.05%
+$17,278.88 
AAGIY AIA Group Ltd.
+5.94%
+$12,922.71 
WSM Williams-Sonoma, Inc.
+5.76%
+$25,375.11 
SBGSY Schneider Electric SE - Unsponsored ADR
+5.71%
+$19,973.88 
SAN Banco Santander S.A. Sponsored ADR
+5.5%
+$6,983.61 
TXN Texas Instruments Inc
+5.35%
+$44,606.04 
HSBC HSBC Holdings plc Sponsored ADR
+5.32%
+$22,025.22 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$8,543.02 
NEM Newmont Corporation
+5.2%
+$8,265.23 
GD General Dynamics Corporation
+5.2%
+$18,481.95 
ADI Analog Devices, Inc.
+4.96%
+$31,875.48 
ETN Eaton Corporation plc
+4.88%
+$63,295.63 
CAT Caterpillar Inc.
+4.83%
+$146,095.67 
AMGN Amgen Inc.
+4.79%
+$73,946.32 
WPM Wheaton Precious Metals Corp.
+4.78%
+$13,040.18 
BCS Barclays PLC Sponsored ADR
+4.74%
+$15,080.8 
TSLA Tesla, Inc.
+4.63%
+$96,142.47 
TSRYY Treasury Wine Estates Ltd. ADR
+4.62%
+$1,893.3 
LMT Lockheed Martin Corporation
+4.57%
+$32,423.97 
NKE Nike, Inc. - Class B
+4.54%
+$7,431.37 
GEV GE Vernova Inc.
+4.52%
+$17,311.37 
EME EMCOR Group, Inc.
+4.43%
+$18,787.86 
EEM iShares MSCI Emerging Markets ETF
+4.42%
+$37,345.88 
GE General Electric Company
+4.42%
+$43,608.52 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$247,458.15 
DFAE Dimensional Emerging Core Equity Market ETF
+4.25%
+$19,329.37 
CMI Cummins Inc.
+4.03%
+$15,201.16 
ROK Rockwell Automation, Inc.
+4%
+$9,405.3 
NVS Novartis AG Sponsored ADR
+3.92%
+$20,195.6 
LVMUY LVMH Moët Hennessy Louis Vuitton SE
+3.9%
+$6,539.34 
RTX RTX Corporation
+3.83%
+$25,472.8 
RGLD Royal Gold Inc.
+3.81%
+$6,817.5 
TDG TransDigm Group Inc.
+3.77%
+$30,409.57 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$9,282 
SCHF Schwab International Equity ETF
+3.67%
+$15,361.5 
EMR Emerson Electric Co.
+3.67%
+$23,092.73 
TGT Target Corporation
+3.65%
+$29,505.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$14,448.84 
GILD Gilead Sciences Inc.
+3.6%
+$15,115.62 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.57%
+$11,174.14 
WF Woori Financial Group Inc. Sponsored ADR
+3.55%
+$12,882.16 
SBUX Starbucks Corporation
+3.53%
+$44,371.86 
AVGO Broadcom Inc.
+3.47%
+$141,654.79 
GS The Goldman Sachs Group, Inc.
+3.43%
+$33,511.12 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+3.41%
+$28,706.87 
ING ING Groep N.V. Sponsored ADR
+3.4%
+$15,109.58 
IXUS iShares Core International Stock ETF
+3.38%
+$50,820.9 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$17,196.52 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+3.2%
+$216,690.7 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+3.14%
+$7,558.52 
HESAY Hermes International SCA Unsponsored ADR
+3.12%
+$6,232.8 
PH Parker-Hannifin Corporation
+3.08%
+$10,676.16 
EFA iShares MSCI EAFE ETF
+3.06%
+$17,521.74 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$127,900.9 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$340,121.24 
IWM iShares Russell 2000 ETF
+2.99%
+$28,291.12 
MS Morgan Stanley
+2.9%
+$32,688 
UNCRY UniCredit S.p.A. - ADR
+2.86%
+$9,805.48 
MAR Marriott International Inc. - Class A
+2.76%
+$7,504.64 
HEFA iShares Currency Hedged MSCI EAFE ETF
+2.75%
+$14,723.1 
NVO Novo Nordisk A/S Sponsored ADR
+2.72%
+$7,290.57 
EADSY Airbus SE
+2.63%
+$4,899.84 
WIT Wipro Limited American Depositary Receipt
+2.62%
+$4,980.09 
IBDRY Iberdrola S.A. Sponsored ADR
+2.6%
+$6,964.8 
IBN ICICI Bank Limited Sponsored ADR
+2.6%
+$9,627.83 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+2.59%
+$17,761.05 
AEG Aegon N.V.
+2.58%
+$2,185.69 
ECL Ecolab Inc.
+2.57%
+$19,074 
HDB HDFC Bank Limited ADR
+2.56%
+$5,602.52 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$281,939.06 
CSCO Cisco Systems, Inc.
+2.53%
+$50,884.05 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$9,360.33 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$115,478.15 
COF Capital One Financial Corporation
+2.44%
+$4,713.24 
BMY Bristol-Myers Squibb Company
+2.37%
+$5,179.68 
SCZ iShares MSCI EAFE Small-Cap ETF
+2.37%
+$60,579.68 
IWR iShares Russell Mid-Cap ETF
+2.26%
+$133,979.76 
HD The Home Depot, Inc.
+2.26%
+$13,223.12 
LOW Lowe's Companies Inc.
+2.26%
+$15,903.92 
PFE Pfizer Inc.
+2.25%
+$20,072.67 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$35,265.48 
APH Amphenol Corporation
+2.21%
+$32,784.85 
NVDA NVIDIA Corporation
+2.17%
+$244,155.64 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.16%
+$6,442.15 
LLY Eli Lilly and Company
+2.13%
+$43,771.68 
SHOP Shopify Inc.
+2.1%
+$4,982.65 
RHHBY Roche Holding AG
+2.06%
+$7,949.76 
TKOMY Tokio Marine Holdings Inc. ADR
+2.04%
+$5,154.02 
BX Blackstone Inc.
+2.03%
+$2,836.8 
MEDP Medpace Holdings Inc.
+2%
+$11,273.38 
NMR Nomura Holdings Inc. Sponsored ADR
+2%
+$3,364.81 
ESGV Vanguard ESG U.S. Stock ETF
+1.99%
+$5,585.46 
DBSDY DBS Group Holdings Ltd.
+1.95%
+$7,952.36 
ZURVY Zurich Insurance Group Ltd. ADR
+1.94%
+$5,181.59 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+1.93%
+$6,083.44 
DFAU Dimensional US Core Equity Market ETF
+1.91%
+$238,882.49 
ALIZY Allianz SE
+1.89%
+$7,295.7 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.85%
+$4,657.73 
BKNG Booking Holdings Inc.
+1.84%
+$15,635 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$266,977.63 
MFG Mizuho Financial Group Inc. ADR
+1.82%
+$2,582.3 
IWV ISHARES RUSSELL 3000 ETF
+1.81%
+$5,087.72 
ITW Illinois Tool Works Inc.
+1.78%
+$11,568.82 
DIS The Walt Disney Company
+1.77%
+$3,412.5 
XYL Xylem Inc.
+1.75%
+$6,429.6 
ITOCY Itochu Corporation Unsponsored ADR
+1.75%
+$4,772 
IVV iShares Core S&P 500 ETF
+1.72%
+$28,570.69 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$220,128.78 
TM Toyota Motor Corporation
+1.7%
+$4,114.28 
LRLCY L'Oreal S.A. Unsponsored ADR
+1.68%
+$7,178.82 
AXP American Express Company
+1.64%
+$31,986.65 
MURGY Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft ADR
+1.61%
+$1,965.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$1.04 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$4,953.78 
OEF iShares S&P 100 ETF
+1.57%
+$3,484.39 
DE Deere & Company
+1.53%
+$12,569.72 
CIG Companhia Energética de Minas Gerais S.A. ADR
+1.46%
+$468.96 
NABZY National Australia Bank Ltd.
+1.43%
+$4,288.32 
USB U.S. Bancorp
+1.43%
+$162.81 
JPM JPMorgan Chase & Co.
+1.42%
+$64,618.4 
AMZN Amazon.com Inc
+1.4%
+$124,912.6 
AAPL Apple Inc.
+1.39%
+$218,027.7 
MRK Merck & Co., Inc.
+1.39%
+$22,588.55 
UBER Uber Technologies, Inc.
+1.37%
+$8,307.72 
MELI MercadoLibre, Inc.
+1.37%
+$4,190.03 
NSRGY Nestle S.A. Sponsored ADR
+1.34%
+$6,740.44 
HCA HCA Healthcare Inc.
+1.31%
+$2,364.28 
MBRFY Marfrig Global Foods S.A. Sponsored ADR
+1.3%
+$766.28 
SLF Sun Life Financial Inc.
+1.27%
+$3,644.2 
LIN Linde plc
+1.23%
+$4,292.65 
PROSY Prosus N.V.
+1.2%
+$1,293.05 
IVE ISHARES S&P 500 VALUE ETF
+1.11%
+$13,187.04 
ALSMY Alstom S.A. Unsponsored ADR
+1.09%
+$468 
BAC Bank of America Corporation
+1.09%
+$20,960.06 
HTHIY Hitachi Ltd. ADR
+1.05%
+$3,031.49 
XLC Communication Services Select Sector SPDR Fund
+0.99%
+$2,281.4 
PLD Prologis Inc.
+0.97%
+$4,326.74 
SPG Simon Property Group, Inc.
+0.96%
+$2,521.44 
STN Stantec Inc.
+0.95%
+$1,953.64 
GOOG Alphabet Inc
+0.91%
+$40,303.82 
IBM International Business Machines Corporation
+0.89%
+$3,748.08 
RY Royal Bank of Canada
+0.84%
+$4,904.79 
MCD McDonald's Corporation
+0.83%
+$7,527.08 
ANZGY ANZ Group Holdings Ltd.
+0.83%
+$2,475.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$1,977.43 
CTAS Cintas Corporation
+0.82%
+$4,907.68 
XLF Financial Select Sector SPDR Fund
+0.76%
+$1,702.85 
PLTR Palantir Technologies Inc.
+0.69%
+$2,572.89 
MMM 3M Company
+0.68%
+$1,691.67 
NPSNY Naspers Ltd Sponsored ADR
+0.66%
+$812 
IMO Imperial Oil Limited
+0.62%
+$2,502.75 
DFCF Dimensional Core Fixed Income ETF
+0.61%
+$17,647.46 
CMWAY Commonwealth Bank of Australia Sponsored ADR
+0.57%
+$2,241.92 
BLK BlackRock, Inc.
+0.57%
+$8,022.01 
ABT Abbott Laboratories
+0.56%
+$6,835.45 
PNC The PNC Financial Services Group, Inc.
+0.55%
+$9,300.48 
WFC Wells Fargo & Company
+0.54%
+$2,983.2 
UNP Union Pacific Corporation
+0.49%
+$3,065.04 
BTI British American Tobacco p.l.c. ADR
+0.44%
+$1,025.64 
GOOGL Alphabet Inc
+0.39%
+$49,215.73 
TJX The TJX Companies, Inc.
+0.38%
+$1,118.08 
RDY Dr. Reddy's Laboratories Ltd.
+0.34%
+$885.33 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$5,722.6 
XEL Xcel Energy Inc.
+0.22%
+$103.36 
ISRG Intuitive Surgical, Inc.
+0.21%
+$1,269.84 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$1,045.24 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$1,553.05 
AZN
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
ORCL Oracle Corporation
-8.58%
-$76,678.76 
ADSK Autodesk, Inc.
-7.1%
-$29,252.02 
ADBE Adobe Inc.
-6.25%
-$13,792.68 
SAP SAP SE Sponsored ADR
-3.84%
-$11,307.66 
COP ConocoPhillips
-3.8%
-$31,140.24 
SPGI S&P Global Inc.
-3%
-$6,113.62 
APP AppLovin Corporation Class A Common Stock
-2.92%
-$15,778.95 
FICO Fair Isaac Corporation
-2.83%
-$12,519.87 
NOW ServiceNow, Inc.
-2.81%
-$33,390.9 
XOM Exxon Mobil Corporation
-2.68%
-$23,732.67 
CRM Salesforce Inc
-2.6%
-$28,131.21 
INTU Intuit Inc.
-2.58%
-$3,498.8 
WM Waste Management, Inc.
-2.48%
-$10,443.4 
BABA Alibaba Group Holding Limited SP ADR
-2.33%
-$7,281.83 
ADP Automatic Data Processing Inc.
-2.29%
-$44,113.39 
RSG Republic Services, Inc.
-2.17%
-$9,044.82 
CVX Chevron Corporation
-2.11%
-$27,592 
ATDRY Auto Trader Group PLC ADR
-1.99%
-$301.8 
AACAY AAC Technologies Holdings Inc. ADR
-1.97%
-$1,945.24 
MSFT Microsoft Corp.
-1.79%
-$178,107.89 
ACN Accenture plc Class A
-1.74%
-$14,598.72 
AMT American Tower Corporation
-1.69%
-$3,777.18 
CBRE CBRE Group Inc.
-1.57%
-$3,225.6 
DHR Danaher Corporation
-1.54%
-$7,346.1 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$6,483.36 
MDLZ Mondelez International, Inc.
-1.31%
-$15,048.6 
PM Philip Morris International Inc.
-1.27%
-$3,739.65 
KO The Coca-Cola Company
-1.26%
-$7,943.25 
V Visa Inc. Class A
-1.19%
-$31,377.5 
TRGP Targa Resources Corp.
-1.17%
-$4,525.14 
SYK Stryker Corporation
-1.07%
-$5,992.78 
INFY Infosys Limited
-1.06%
-$2,339.75 
VLO Valero Energy Corporation
-0.92%
-$2,993.31 
NFLX Netflix, Inc.
-0.89%
-$8,378.94 
MPC Marathon Petroleum Corporation
-0.89%
-$15,263.83 
T AT&T Inc.
-0.86%
-$1,793.6 
CB Chubb Limited
-0.82%
-$7,999.89 
COST Costco Wholesale Corporation
-0.82%
-$20,097.22 
DUK Duke Energy Corporation
-0.67%
-$930.19 
SCHW Charles Schwab Corporation
-0.62%
-$8,711.45 
CL Colgate-Palmolive Company
-0.6%
-$1,372.68 
CME CME Group Inc.
-0.6%
-$1,512.05 
AFL Aflac Inc.
-0.6%
-$2,262.4 
UL Unilever PLC Sponsored American Depositary Receipt
-0.55%
-$987.84 
KR Kroger Co.
-0.54%
-$15,044.75 
MA Mastercard Incorporated
-0.54%
-$12,980.88 
UNH UnitedHealth Group Incorporated
-0.51%
-$7,885.28 
PG Procter & Gamble Co
-0.45%
-$4,397.23 
META Meta Platforms Inc Class A
-0.45%
-$21,231.3 
PEP PepsiCo, Inc.
-0.44%
-$4,005.6 
ROP Roper Technologies Inc.
-0.42%
-$646.35 
NEE NextEra Energy, Inc.
-0.39%
-$4,020.06 
AON Aon plc
-0.37%
-$782.28 
EW Edwards Lifesciences Corporation
-0.33%
-$1,964.2 
SHEL Shell plc
-0.26%
-$1,016.18 
BRK-A Berkshire Hathaway Inc.
-0.17%
-$7,440 
CNQ Canadian Natural Resources Limited
-0.14%
-$410.67 
WMT Walmart Inc.
-0.09%
-$3,504.6 
ABBV AbbVie Inc.
-0.08%
-$1,022.2 
EA Electronic Arts Inc.
-0.07%
-$152.1 
JNJ Johnson & Johnson
-0.05%
-$1,551.37 
VZ Verizon Communications Inc.
-0.04%
-$101.48 
TCEHY Tencent Holdings Ltd UNS ADR
-0.03%
-$215.22 
GIS General Mills, Inc.
-0.03%
-$48.06 Events
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Dividends
Dividend Analysis
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| Trades 1699 | Longs Won 1105/1699 65% | Profit Factor 10.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $336,264.9 |
| Average Win $94,766.16 | Best Trade (Jun 11) $7.07M | Sharpe Ratio -8.31 |
| Average Loss -$17,611.19 | Worst Trade (Jun 11) -$581,995.22 | Z-Score 11.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w | Expectancy $55,477.08 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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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