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:
64.23%
Gain -0.57%
Monthly
1.48%
Yearly
19.3%
Drawdown
21.34%
$334.63M
Equity
Holdings
$334.63M
Investment
$236.36M
$103.15M
Profit -$1.37M
Realized
$4.88M
Unrealized
$98.27M
Dividends
$10.49M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.37M
Win %
73%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.54M
Win %
73%
This Month
Compared to last month
Gain
-0.11%
Profit
-$375,680.83
Win %
73%
This Year
Compared to last year
Gain
2.1%
Profit
$6.89M
Win %
71%
PANW Palo Alto Networks, Inc.
+6.66%
+$64,115.12 
CRWD CrowdStrike Holdings, Inc.
+6.44%
+$52,718 
TRGP Targa Resources Corp.
+4.42%
+$12,259.16 
COP ConocoPhillips
+4.13%
+$41,730.64 
AMT American Tower Corporation
+3.81%
+$9,113.63 
CMWAY Commonwealth Bank of Australia Sponsored ADR
+3.64%
+$12,956.31 
MU Micron Technology Inc.
+3.4%
+$67,610.45 
NABZY National Australia Bank Ltd.
+3.16%
+$10,341.76 
ISRG Intuitive Surgical Inc.
+3.13%
+$28,106.98 
CVX Chevron Corporation
+2.54%
+$39,496.63 
XOM ExxonMobil Holdings Corporation
+2.45%
+$26,674.48 
CNQ Canadian Natural Resources Ltd.
+2.39%
+$7,586.49 
HONA Honeywell Aerospace Inc.
+2.37%
+$5,359.95 
DELL Dell Technologies Inc. Class C Common Stock
+2.26%
+$14,440.85 
MRVL Marvell Technology Inc.
+2.24%
+$4,669.32 
ASX ASE Technology Holding Co., Ltd. ADR
+2.21%
+$9,336.14 
TKOMY Tokio Marine Holdings Inc. ADR
+2.19%
+$6,690 
TXG 10x Genomics Inc. Class A Common Stock
+2.14%
+$8,446.75 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+2.09%
+$10,504.13 
IMO Imperial Oil Limited
+2.04%
+$8,901.58 
LMT Lockheed Martin Corporation
+2.04%
+$15,255.34 
MEDP Medpace Holdings, Inc.
+1.76%
+$10,872.77 
APH Amphenol Corp. Class A Common Stock
+1.75%
+$41,159.68 
AACAY AAC Technologies Holdings Inc. ADR
+1.71%
+$1,326.3 
TXN Texas Instruments Inc.
+1.66%
+$14,112.24 
ORCL Oracle Corporation
+1.65%
+$9,840.78 
AMD Advanced Micro Devices Inc.
+1.59%
+$24,953.79 
FRCOY Fast Retailing Co. Ltd.
+1.58%
+$3,103.05 
MKSI MKS Inc.
+1.53%
+$2,188.27 
INTC Intel Corporation
+1.51%
+$12,035.73 
CSCO Cisco Systems, Inc.
+1.43%
+$25,290.92 
ANET Arista Networks Inc.
+1.4%
+$7,060.46 
AMAT Applied Materials Inc.
+1.38%
+$14,233.04 
RHHBY Roche Holding AG
+1.36%
+$6,191.64 
UMC United Microelectronics Corp. ADR
+1.28%
+$6,222.03 
ADI Analog Devices, Inc.
+1.21%
+$7,450.7 
QCOM QUALCOMM Incorporated
+1.19%
+$8,429.52 
ALSMY Alstom S.A. Unsponsored ADR
+1.16%
+$507.52 
ATEYY Advantest Corporation Sponsored ADR
+1.14%
+$8,699.46 
GLW Corning Incorporated
+1.09%
+$2,521.8 
SHECY Shin-Etsu Chemical Co., Ltd.
+0.97%
+$1,681.39 
MSFT Microsoft Corporation Common Stock
+0.81%
+$108,452.27 
ASML ASML Holding N.V. NY Registered Shares
+0.81%
+$10,763.92 
ANZGY ANZ Group Holdings Ltd.
+0.79%
+$2,690.6 
EMR Emerson Electric Co.
+0.76%
+$5,417.21 
ABT Abbott Laboratories
+0.75%
+$7,104.79 
ROK Rockwell Automation Inc.
+0.74%
+$1,708.98 
SNDK Sandisk Corp.
+0.68%
+$2,761.65 
XLK State Street Technology Select Sector SPDR ETF
+0.67%
+$1,708 
RNECY Renesas Electronics Corporation Unsponsored ADR
+0.66%
+$725.04 
SYK Stryker Corp.
+0.65%
+$4,282.71 
LRCX Lam Research Corp.
+0.57%
+$3,239.2 
CIEN Ciena Corp.
+0.55%
+$825.92 
AVGO Broadcom Inc.
+0.47%
+$17,708 
HBM Hudbay Minerals Inc.
+0.43%
+$1,442.29 
IBM International Business Machines Corporation
+0.41%
+$1,416.78 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+0.4%
+$883.66 
PROSY Prosus N.V.
+0.39%
+$368.46 
NOW ServiceNow Inc.
+0.36%
+$5,644.24 
BA The Boeing Company
+0.33%
+$1,146.97 
PWR Quanta Services, Inc.
+0.29%
+$552.57 
IBDRY Iberdrola S.A. Sponsored ADR
+0.27%
+$754.52 
EEM iShares MSCI Emerging Markets ETF
+0.26%
+$1,362.4 
MPC Marathon Petroleum Corp.
+0.26%
+$7,410.78 
QQQ Invesco QQQ Trust, Series 1
+0.26%
+$1,315.76 
SCCO Southern Copper Corporation
+0.23%
+$526.98 
TCEHY Tencent Holdings Ltd UNS ADR
+0.23%
+$1,121.25 
ABBV AbbVie Inc.
+0.23%
+$3,552.07 
GEV GE Vernova Inc.
+0.21%
+$871.75 
BHP BHP Group Ltd. Sponsored ADR
+0.21%
+$454.72 
SHOP Shopify Inc.
+0.17%
+$573.44 
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP ADR
+0.16%
+$140.47 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$1,611.53 
CMI Cummins Inc.
+0.15%
+$482.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.15%
+$7,907.79 
CTAS Cintas Corporation
+0.14%
+$1,027.36 
DFAE Dimensional Emerging Core Equity Market ETF
+0.12%
+$536.04 
SFTBY SoftBank Group Corp.
+0.07%
+$158.82 
DE Deere & Company
+0.05%
+$512.38 
GILD Gilead Sciences Inc.
+0.05%
+$267.18 
CDNMF EGR Exploration Ltd.
0%
$0 
NPSNY Naspers Ltd Sponsored ADR
0%
$0 
TOELY Tokyo Electron Ltd. Unsponsored ADR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
INFY Infosys Ltd. ADR
-5.52%
-$10,965.33 
ACN Accenture plc
-4.42%
-$38,662.17 
AXP American Express Company
-4.13%
-$83,879.1 
WF Woori Financial Group Inc. Sponsored ADR
-4.11%
-$20,700.76 
HTHIY Hitachi Ltd. ADR
-3.64%
-$12,874.72 
TDG TransDigm Group Inc.
-3.63%
-$27,574.22 
WSM Williams-Sonoma, Inc.
-3.55%
-$18,703.48 
CL Colgate-Palmolive Co.
-3.48%
-$11,461.59 
DAL Delta Air Lines, Inc.
-3.43%
-$6,302.24 
NVS Novartis AG Sponsored ADR
-3.35%
-$18,085.34 
RCL Royal Caribbean Cruises Ltd.
-3.17%
-$7,224.81 
WIT Wipro Ltd. ADR
-2.98%
-$1,065.15 
BKNG Booking Holdings Inc.
-2.9%
-$21,916.49 
LOW Lowe's Companies, Inc.
-2.86%
-$15,625.35 
TGT Target Corp.
-2.86%
-$28,964.53 
HD The Home Depot, Inc.
-2.84%
-$16,013.22 
PEP PepsiCo, Inc.
-2.81%
-$23,457.33 
NSRGY Nestle S.A. Sponsored ADR
-2.67%
-$10,697.44 
PG The Procter & Gamble Company
-2.66%
-$27,099.6 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-2.65%
-$9,869.4 
SLF Sun Life Financial Inc.
-2.65%
-$8,649.88 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.56%
-$29,442.1 
AFL Aflac Incorporated
-2.48%
-$9,754.61 
KO The Coca-Cola Company
-2.4%
-$18,798.61 
LLY Eli Lilly and Company
-2.33%
-$54,394.05 
GE General Electric Company
-2.33%
-$24,489.84 
CLS Celestica Inc.
-2.28%
-$5,157.61 
CAT Caterpillar Inc.
-2.27%
-$54,702.86 
UNFI United Natural Foods Inc.
-2.25%
-$5,282.4 
ING ING Groep N.V. Sponsored ADR
-2.11%
-$10,615.44 
ALL The Allstate Corporation
-2.08%
-$4,925.64 
MUFG Mitsubishi UFJ Financial Group, Inc. ADR
-2.08%
-$7,115.1 
BMY Bristol-Myers Squibb Company
-2.03%
-$5,164.8 
MCD McDonald's Corporation
-2.02%
-$13,934.97 
MNST Monster Beverage Corporation
-1.99%
-$3,938.6 
BTI British American Tobacco plc ADR
-1.98%
-$3,913.62 
EADSY Airbus SE
-1.96%
-$3,889.01 
UBER Uber Technologies Inc.
-1.95%
-$11,363.91 
MA Mastercard Inc. Class A Common Stock
-1.93%
-$59,645.95 
MFG Mizuho Financial Group, Inc. American Depositary Receipts
-1.91%
-$3,383.65 
BLK BlackRock, Inc.
-1.86%
-$31,128.17 
CB Chubb Limited
-1.86%
-$20,340.03 
KB KB Financial Group Inc. ADR
-1.86%
-$15,567.58 
WDC Western Digital Corp.
-1.85%
-$6,979.84 
BABA Alibaba Group Holding Ltd. ADR
-1.82%
-$3,870.2 
AEG Aegon Ltd. New York Registry Shares
-1.77%
-$1,583.98 
MRK Merck & Co., Inc.
-1.75%
-$34,772.24 
IBN ICICI Bank Ltd. Sponsored ADR
-1.72%
-$7,134.3 
PH Parker-Hannifin Corporation
-1.71%
-$5,429.01 
JNJ Johnson & Johnson
-1.7%
-$59,472.92 
KR The Kroger Co.
-1.67%
-$30,542.77 
IFNNY Infineon Technologies AG - ADR
-1.66%
-$2,920.08 
UNP Union Pacific Corp.
-1.64%
-$11,095.4 
PKX POSCO Holdings Inc. American Depositary Receipt
-1.62%
-$7,086.45 
SBGSY Schneider Electric SE - Unsponsored ADR
-1.56%
-$4,888.84 
XEL Xcel Energy Inc.
-1.55%
-$542.67 
JPM JPMorgan Chase & Co.
-1.55%
-$73,815.42 
HSBC HSBC Holdings plc Sponsored ADR
-1.54%
-$6,844.35 
ZURVY Zurich Insurance Group Ltd. ADR
-1.53%
-$4,292 
MS Morgan Stanley Common Stock
-1.49%
-$14,585.02 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
-1.47%
-$5,192.23 
AON Aon plc Class A
-1.45%
-$2,681.75 
COF Capital One Financial Corp.
-1.43%
-$3,143.6 
RTX RTX Corporation
-1.42%
-$10,127.16 
ALIZY Allianz SE
-1.42%
-$5,782.2 
V Visa Inc. Class A
-1.4%
-$49,727.79 
ITW Illinois Tool Works Inc.
-1.37%
-$11,374.05 
CRM Salesforce, Inc.
-1.36%
-$15,829.22 
BCS Barclays PLC Sponsored ADR
-1.34%
-$4,100.8 
TJX The TJX Companies, Inc.
-1.31%
-$3,335.04 
URI United Rentals Inc.
-1.3%
-$2,813 
WPM Wheaton Precious Metals Corp.
-1.29%
-$3,953.6 
C Citigroup Inc.
-1.29%
-$3,047.95 
PFE Pfizer Inc.
-1.27%
-$13,914.28 
COST Costco Wholesale Corp
-1.26%
-$30,260.34 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$7,898.89 
AMGN Amgen Inc. Common Stock
-1.24%
-$25,012.67 
SBUX Starbucks Corp.
-1.24%
-$16,007.03 
MAR Marriott International, Inc. Class A Common Stock
-1.22%
-$3,097.64 
CVS CVS Health Corporation Common Stock
-1.21%
-$2,704.08 
DHR Danaher Corp.
-1.2%
-$6,428.62 
WMT Walmart Inc.
-1.18%
-$43,667.7 
MRAAY Murata Manufacturing Co., Ltd. ADR
-1.14%
-$2,098.52 
ESLT Elbit Systems Ltd.
-1.12%
-$3,107.09 
ECL Ecolab Inc.
-1.06%
-$8,340.99 
PRYMY Prysmian S.p.A.
-1.03%
-$3,281.64 
XLC State Street Communication Services Select Sector SPDR ETF
-1.03%
-$2,275.2 
TD Toronto-Dominion Bank
-1.01%
-$3,442.32 
RY Royal Bank of Canada
-0.97%
-$5,669.02 
FICO Fair Isaac Corp.
-0.96%
-$2,929.87 
LPL LG Display Co., Ltd. ADR
-0.96%
-$341.15 
MMM 3M Company
-0.95%
-$2,294.12 
WFC Wells Fargo & Company
-0.95%
-$4,738.26 
SCHW The Charles Schwab Corporation
-0.94%
-$12,599.86 
NVO Novo Nordisk A/S Sponsored ADR
-0.93%
-$2,193.65 
MELI MercadoLibre Inc.
-0.9%
-$2,025.5 
EME EMCOR Group, Inc.
-0.9%
-$2,705.44 
SAN Banco Santander, S.A. Sponsored ADR
-0.89%
-$1,271.79 
ITOCY Itochu Corporation Unsponsored ADR
-0.88%
-$3,101.8 
GS The Goldman Sachs Group, Inc.
-0.87%
-$8,854.55 
BRK-B Berkshire Hathaway Inc.
-0.85%
-$18,927.51 
RSG Republic Services Inc.
-0.85%
-$3,392.8 
NMR Nomura Holdings, Inc. Sponsored ADR
-0.83%
-$1,361.62 
USB U.S. Bancorp
-0.82%
-$98.49 
ADSK Autodesk Inc.
-0.8%
-$5,245.52 
ADP Automatic Data Processing Inc.
-0.79%
-$19,113.59 
SAP SAP SE Sponsored ADR
-0.77%
-$3,028.08 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$12,313.98 
BRK-A Berkshire Hathaway Inc.
-0.77%
-$38,013.15 
AZN AstraZeneca PLC American Depositary Shares
-0.75%
-$3,485.58 
NFLX Netflix Inc.
-0.74%
-$5,284.65 
DUK Duke Energy Corporation
-0.73%
-$1,892.8 
META Meta Platforms Inc Class A
-0.69%
-$33,427.35 
EW Edwards Lifesciences Corporation
-0.66%
-$4,604.67 
BAC Bank of America Corporation
-0.66%
-$11,211.18 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.64%
-$16,381.24 
TSLA Tesla, Inc.
-0.6%
-$12,810.6 
IEFA iShares Core MSCI EAFE ETF
-0.57%
-$65,461.55 
EFA iShares MSCI EAFE ETF
-0.56%
-$3,239.55 
IVE iShares S&P 500 Value ETF
-0.54%
-$6,778.88 
UNH UnitedHealth Group Inc.
-0.51%
-$8,532.48 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.51%
-$50,358.37 
MURGY Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft ADR
-0.51%
-$734.06 
PM Philip Morris International Inc.
-0.5%
-$1,683.39 
IJH iShares Core S&P Mid-Cap ETF
-0.49%
-$1,260.01 
SPG Simon Property Group Inc.
-0.48%
-$1,148.51 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.47%
-$2,573.55 
SONY Sony Group Corp. Sponsored ADR
-0.46%
-$1,384.08 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.46%
-$31,904.73 
DBSDY DBS Group Holdings Ltd.
-0.46%
-$2,259.92 
SKM SK Telecom Co., Ltd. Sponsored ADR
-0.45%
-$898.94 
GOOGL Alphabet Inc
-0.45%
-$50,219.62 
CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR
-0.44%
-$156.32 
AAGIY AIA Group Ltd.
-0.44%
-$945.92 
AMZN Amazon.com Inc
-0.43%
-$41,276.12 
APP AppLovin Corporation Class A Common Stock
-0.43%
-$1,265.4 
DFAU Dimensional U.S. Core Equity Market ETF
-0.43%
-$56,766.6 
AAPL Apple Inc.
-0.42%
-$79,141.12 
OEF iShares S&P 100 ETF
-0.41%
-$967.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.4%
-$1,048.04 
SCHF Schwab International Equity ETF
-0.39%
-$1,658.47 
DIS The Walt Disney Company
-0.39%
-$909.48 
ESGV Vanguard ESG U.S. Stock ETF
-0.39%
-$2,368.8 
VEA Vanguard FTSE Developed Markets ETF
-0.38%
-$1,430.47 
GD General Dynamics Corp.
-0.37%
-$1,375.5 
IWM iShares Russell 2000 ETF
-0.36%
-$3,388.55 
NEE NextEra Energy Inc.
-0.36%
-$3,816.12 
IWV iShares Russell 3000 ETF
-0.36%
-$1,050.27 
IJR iShares Core S&P Small-Cap ETF
-0.35%
-$15,659.52 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.33%
-$2,801.82 
IVV iShares Core S&P 500 ETF
-0.33%
-$5,819.08 
GOOG Alphabet Inc
-0.33%
-$12,311.37 
SPY State Street SPDR S&P 500 ETF Trust
-0.33%
-$44,452.86 
VTI Vanguard Total Stock Market ETF
-0.31%
-$45,879.25 
IWR iShares Russell Mid-Cap ETF
-0.3%
-$17,325.87 
WM Waste Management Inc.
-0.28%
-$1,152.62 
RDY Dr. Reddy's Laboratories Ltd. ADR
-0.27%
-$586.46 
PLD Prologis, Inc.
-0.26%
-$1,010.13 
IXUS iShares Core MSCI Total International Stock ETF
-0.25%
-$3,803.47 
KLAC KLA Corporation
-0.25%
-$669.7 
NVDA NVIDIA Corporation
-0.24%
-$27,990 
IVW iShares S&P 500 Growth ETF
-0.19%
-$3,069.18 
LIN Linde plc
-0.17%
-$730.14 
DFCF Dimensional Core Fixed Income ETF
-0.16%
-$5,108.09 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.12%
-$638.72 
UNCRY UniCredit S.p.A. - ADR
-0.12%
-$404.27 
ETN Eaton Corporation plc
-0.11%
-$1,493.48 
IWF iShares Russell 1000 Growth ETF
-0.05%
-$238.16 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$212.47 
LRLCY L'Oreal S.A. Unsponsored ADR
-0.02%
-$97.06 
VLO Valero Energy Corporation
-0.02%
-$117 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2139 | Longs Won 1452/2139 67% | Profit Factor 10.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $308,750.46 |
| Average Win $78,169.28 | Best Trade (Oct 15) $6.53M | Sharpe Ratio -64.73 |
| Average Loss -$15,071.96 | Worst Trade (Jun 30) -$336,121.34 | Z-Score 18.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w | Expectancy $48,222.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AACAY AAC Technologies Holdings Inc. ADR | 17,684 | $51,719.9 | $79,135.9 | - | $27,416 | 53.01% | +1.705% |
| AAGIY AIA Group Ltd. | 5,912 | $227,198.35 | $215,019.44 | - | -$12,178.91 | -5.36% | -0.438% |
| AAPL Apple Inc. | 53,655 | $10.81M | $18.6M | - | $7.8M | 72.17% | -0.424% |
| ABBV AbbVie Inc. | 5,423 | $905,472.33 | $1.55M | - | $644,665.1 | 71.2% | +0.23% |
| ABT Abbott Laboratories | 9,227 | $1.04M | $952,964.56 | - | -$92,019.4 | -8.81% | +0.751% |
| ACN Accenture plc | 3,384 | $1.11M | $836,913.96 | - | -$277,204.19 | -24.88% | -4.416% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 11,436 | $607,053.99 | $839,459.58 | - | $232,405.59 | 38.28% | -0.333% |
| ADI Analog Devices, Inc. | 1,599 | $350,267.14 | $624,280.94 | - | $274,013.8 | 78.23% | +1.208% |
| ADP Automatic Data Processing Inc. | 7,866 | $1.92M | $2.4M | - | $482,503.5 | 25.12% | -0.789% |
| ADSK Autodesk Inc. | 2,584 | $711,957.86 | $653,545.28 | - | -$58,412.58 | -8.2% | -0.796% |
| AEG Aegon Ltd. New York Registry Shares | 10,924 | $67,007.66 | $88,102.06 | - | $21,094.4 | 31.48% | -1.766% |
| AFL Aflac Incorporated | 3,193 | $269,556.28 | $383,846.49 | - | $114,290.21 | 42.4% | -2.478% |
| ALIZY Allianz SE | 8,380 | $256,455.52 | $401,066.8 | - | $144,611.28 | 56.39% | -1.421% |
| ALL The Allstate Corporation | 913 | $217,239 | $231,632.66 | - | $14,393.66 | 6.63% | -2.082% |
| ALSMY Alstom S.A. Unsponsored ADR | 25,250 | $42,924.33 | $44,190.02 | - | $1,265.69 | 2.95% | +1.162% |
| AMAT Applied Materials Inc. | 2,753 | $492,133.28 | $1.05M | - | $556,071.47 | 112.99% | +1.377% |
| AMD Advanced Micro Devices Inc. | 3,096 | $605,881.89 | $1.6M | - | $991,623.15 | 163.67% | +1.587% |
| AMGN Amgen Inc. Common Stock | 4,519 | $1.26M | $2M | - | $731,263.36 | 57.81% | -1.237% |
| AMT American Tower Corporation | 1,317 | $263,713.08 | $248,241.33 | - | -$15,471.75 | -5.87% | +3.811% |
| AMZN Amazon.com Inc | 37,868 | $6.56M | $9.44M | - | $2.88M | 43.86% | -0.435% |
No 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 Market ETF - $1.03M, The Kroger Co - $843,448.56, Alphabet Inc - $676,393.53, and NVIDIA Corporation - $643,629.26. 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 Common Stock - $388,102.93, Adobe Inc - $265,585.33, UnitedHealth Group Inc - $265,157.12, Accenture plc - $237,140.33, and Nike, Inc. Class B Common Stock - $206,259.48. 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 $10.49M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $903,565.25, Vanguard Total Stock Market ETF - $427,609.59, Dimensional World ex U.S. Core Equity 2 ETF - $381,135.29, State Street SPDR S&P 500 ETF Trust - $363,096.51, and iShares Core MSCI Emerging Markets ETF - $342,319.26. 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.
2026 © Marketlog. All Rights Reserved.
