Sharon Allen Portfolio
Invests via Sterling Wealth Management, Inc. | Managed by Sharon Allen
Invests via Sterling Wealth Management, Inc.
Managed by Sharon Allen
Automatically Tracked
Sharon Allen Profile
A veteran professional-services executive, Sharon Allen served as chairman and CEO of Deloitte LLP, becoming the first woman to lead a Big Four U.S. firm. She is known for driving integration, revenue growth and talent initiatives, and later transitioned to board roles and advisory work focused on governance, risk management and strategic growth for public and private investors.
A veteran professional-services executive, Sharon Allen served as chairman and CEO of Deloitte LLP, becoming the first woman to lead a Big Four U.S. firm. She is known for driving integration, revenue growth and talent initiatives, and later transitioned to board roles and advisory work focused on governance, risk management and strategic growth for public and private investors.
Investment Philosophy & Strategy
Experienced leader applies a governance-first, operational value-creation approach to investing, favoring equity positions where board-level oversight, talent development and integration drive scalable revenue growth. Prefers patient, long-horizon capital with disciplined risk controls and emphasis on strategic M&A, cross-selling and professional-services adjacencies. Investment selection leans toward businesses with complex client relationships, recurring revenue and need for culture transformation; capital deployment combines active stewardship, advisory-led turnaround plans and selective co-investments alongside management.
Experienced leader applies a governance-first, operational value-creation approach to investing, favoring equity positions where board-level oversight, talent development and integration drive scalable revenue growth. Prefers patient, long-horizon capital with disciplined risk controls and emphasis on strategic M&A, cross-selling and professional-services adjacencies. Investment selection leans toward businesses with complex client relationships, recurring revenue and need for culture transformation; capital deployment combines active stewardship, advisory-led turnaround plans and selective co-investments alongside management.
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:
51.95%
Gain -0.47%
Monthly
1.31%
Yearly
16.98%
Drawdown
18.87%
$405.58M
Equity
Holdings
$405.58M
Investment
$317.51M
$93.41M
Profit -$1.21M
Realized
$5.34M
Unrealized
$88.07M
Dividends
$16.22M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.47%
Profit
-$1.21M
Win %
82%
This Week
Compared To Last Week
Gain
0.12%
Profit
$488,537.18
Win %
82%
This Month
Compared to last month
Gain
-0.3%
Profit
-$1.21M
Win %
82%
This Year
Compared to last year
Gain
0.79%
Profit
$3.21M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$75,731.9 
GOOG Alphabet Inc
+6.88%
+$37,096.55 
GOOGL Alphabet Inc
+6.73%
+$63,208.11 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$23,078.29 
MSFT Microsoft Corp.
+3.02%
+$63,864.13 
NVDA NVIDIA Corporation
+2.93%
+$34,248.62 
CVX Chevron Corporation
+2.35%
+$16,579.36 
CSCO Cisco Systems, Inc.
+2.14%
+$15,644.34 
HWM Howmet Aerospace Inc.
+1.8%
+$5,612.47 
VZ Verizon Communications Inc.
+1.52%
+$3,702.3 
GE General Electric Company
+1.42%
+$5,814.68 
CMCSA Comcast Corp
+1.23%
+$9,696.15 
COP ConocoPhillips
+1.22%
+$4,364.5 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,075.82 
AMAT Applied Materials, Inc.
+1.18%
+$2,837.91 
ITW Illinois Tool Works Inc.
+1.15%
+$5,580.25 
VUG Vanguard Growth ETF
+1.1%
+$15,135.75 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$107,490.88 
GEV GE Vernova Inc.
+0.85%
+$2,401.59 
MCD McDonald's Corporation
+0.82%
+$26,811.52 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,082.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,831.63 
CAT Caterpillar Inc.
+0.7%
+$11,425.03 
BMY Bristol-Myers Squibb Company
+0.69%
+$3,008.7 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$27,300.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,929.92 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$3,949.84 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$1,529.18 
GRC The Gorman-Rupp Company
+0.62%
+$4,717.5 
MO Altria Group, Inc.
+0.57%
+$2,082.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$232,190.84 
PSX Phillips 66
+0.51%
+$3,056.34 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$82,262.15 
PFE Pfizer Inc.
+0.4%
+$1,408.7 
AVGO Broadcom Inc.
+0.37%
+$1,668.96 
PG Procter & Gamble Co
+0.37%
+$5,898.9 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,022.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$40,131.52 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$49,777.39 
MRK Merck & Co., Inc.
+0.32%
+$969.26 
SMH VanEck Semiconductor ETF
+0.3%
+$805.22 
JPM JPMorgan Chase & Co.
+0.27%
+$6,794.32 
AMP Ameriprise Financial, Inc.
+0.25%
+$1,410.37 
DFAW Dimensional World Equity ETF
+0.22%
+$4,345.02 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$33,026.52 
SO The Southern Company
+0.21%
+$491.4 
JNJ Johnson & Johnson
+0.21%
+$3,290.24 
CMI Cummins Inc.
+0.19%
+$1,354.23 
USB U.S. Bancorp
+0.17%
+$498.51 
CB Chubb Limited
+0.15%
+$718.15 
DELL Dell Technologies Inc.
+0.14%
+$313.6 
MMM 3M Company
+0.12%
+$367.07 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$308.19 
ABT Abbott Laboratories
+0.09%
+$237.78 
SCYB Schwab High Yield Bond ETF
+0.08%
+$629.7 
AEP American Electric Power Company, Inc.
+0.06%
+$305.27 
DIS The Walt Disney Company
+0.03%
+$88.65 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$283,917.08 
QCOM QUALCOMM Incorporated
-2.63%
-$12,384.99 
ABBV AbbVie Inc.
-2.51%
-$19,636.45 
YUM Yum! Brands, Inc.
-2.37%
-$12,599.64 
SHW The Sherwin-Williams Company
-1.16%
-$13,210.86 
DE Deere & Company
-1.13%
-$11,525.98 
INTC Intel Corporation
-1.02%
-$5,254.5 
KO The Coca-Cola Company
-1.02%
-$5,078.7 
XOM Exxon Mobil Corporation
-0.97%
-$21,315.96 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$5,126.91 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$2,417.36 
CVS CVS Health Corporation
-0.75%
-$3,689.3 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$11,656.05 
R Ryder System Inc.
-0.68%
-$2,150.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$133,936.64 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$7,491.75 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,442.07 
PM Philip Morris International Inc.
-0.61%
-$1,470.27 
REET iShares Global REIT ETF
-0.59%
-$3,320.78 
VNQ Vanguard Real Estate ETF
-0.54%
-$15,296.58 
LLY Eli Lilly and Company
-0.53%
-$2,979.18 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$17,741.37 
DFIS Dimensional International Small Cap ETF
-0.53%
-$19,195.32 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$26,045.36 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$14,749.65 
ALL Allstate Corporation
-0.49%
-$1,367.61 
DFIV Dimensional International Value ETF
-0.47%
-$31,436.1 
PEP PepsiCo, Inc.
-0.46%
-$5,455.36 
DVY iShares Select Dividend ETF
-0.45%
-$3,127.59 
HD The Home Depot, Inc.
-0.42%
-$1,813.98 
VGT Vanguard Information Technology ETF
-0.38%
-$1,948.76 
AXP American Express Company
-0.38%
-$6,520.13 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$2,929.34 
CL Colgate-Palmolive Company
-0.33%
-$1,290.3 
CEG Constellation Energy Corporation
-0.31%
-$760.59 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$74,761.44 
VTV Vanguard Value ETF
-0.27%
-$1,385.89 
DUHP Dimensional US High Profitability ETF
-0.27%
-$73,792.95 
ITIC Investors Title Company
-0.25%
-$933.12 
HUBB Hubbell Inc.
-0.24%
-$20,622.78 
HBAN Huntington Bancshares Incorporated
-0.23%
-$403.03 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$6,564.5 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$12,679.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$11,558.88 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$15,260.64 
DGCB Dimensional Global Credit Fund
-0.18%
-$1,460.35 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$25,532.12 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$450.94 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$40,155.28 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$417.84 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$318.45 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$11,740.59 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$553.3 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$85.58 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$54.3 Events
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Dividends
Dividend Analysis
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| Trades 793 | Longs Won 635/793 80% | Profit Factor 27.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $647,908.17 |
| Average Win $152,606.67 | Best Trade (Aug 14) $15.18M | Sharpe Ratio -13.69 |
| Average Loss -$22,145.02 | Worst Trade (Aug 02) -$663,706.35 | Z-Score 22.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 2d | Expectancy $117,788.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,579 | $2.57M | $3.58M | - | $1M | 38.95% | -7.354% |
| ABBV AbbVie Inc. | 3,035 | $483,827.82 | $761,602.9 | - | $277,775.08 | 57.41% | -2.513% |
| ABT Abbott Laboratories | 2,642 | $292,400.68 | $279,259.4 | - | -$13,141.28 | -4.49% | +0.085% |
| AEP American Electric Power Company, Inc. | 4,361 | $368,311.28 | $557,553.85 | - | $189,242.57 | 51.38% | +0.055% |
| ALL Allstate Corporation | 1,052 | $202,857.76 | $277,812.15 | - | $74,954.39 | 36.95% | -0.49% |
| AMAT Applied Materials, Inc. | 481 | $347,763 | $244,189.27 | - | -$103,573.73 | -29.78% | +1.176% |
| AMP Ameriprise Financial, Inc. | 1,022 | $388,559.03 | $557,848.51 | - | $169,289.48 | 43.57% | +0.253% |
| AMZN Amazon.com Inc | 2,099 | $350,263.14 | $570,046.4 | - | $219,783.26 | 62.75% | +15.321% |
| AVGO Broadcom Inc. | 1,159 | $358,858.5 | $451,175.52 | - | $92,317.02 | 25.73% | +0.371% |
| AXP American Express Company | 5,134 | $962,857.16 | $1.73M | - | $763,450.34 | 79.29% | -0.376% |
| BMY Bristol-Myers Squibb Company | 6,686 | $353,082.88 | $436,662.66 | - | $83,579.78 | 23.67% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 1,625 | $671,743.74 | $831,252.5 | - | $159,508.76 | 23.75% | +0.365% |
| CAT Caterpillar Inc. | 2,015 | $670,249.4 | $1.64M | - | $971,592.75 | 144.96% | +0.701% |
| CB Chubb Limited | 1,355 | $461,703 | $475,171.39 | - | $13,468.39 | 2.92% | +0.151% |
| CEG Constellation Energy Corporation | 939 | $244,158.32 | $246,722.25 | - | $2,563.93 | 1.05% | -0.307% |
| CL Colgate-Palmolive Company | 4,301 | $394,316 | $392,681.3 | - | -$1,634.7 | -0.41% | -0.328% |
| CMCSA Comcast Corp | 33,435 | $1.47M | $801,102.6 | - | -$664,482.33 | -45.34% | +1.225% |
| CMI Cummins Inc. | 1,110 | $267,621.59 | $703,962.01 | - | $436,340.42 | 163.04% | +0.193% |
| COP ConocoPhillips | 3,010 | $281,766.21 | $362,644.8 | - | $80,878.59 | 28.7% | +1.218% |
| CSCO Cisco Systems, Inc. | 6,438 | $328,487.61 | $746,743.62 | - | $418,256.01 | 127.33% | +2.14% |
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FAQ
Which stocks have generated the highest profits for Sharon Allen?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Ultrashort Fixed Income ETF - $2.76M, VANGUARD TOTAL STOCK MKT ETF - $1.66M, Dimensional Core Fixed Income ETF - $1.27M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.04M, and Dimensional Short-Duration Fixed Income ETF - $933,596.61. 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: Intel Corporation - $479,272.16, CVS Health Corporation - $48,035.42, Walgreens Boots Alliance Inc - $34,423.3, Meta Platforms Inc Class A - $19,932.57, and Philip Morris International Inc - $19,338.14. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sharon Allen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.22M earned over time. The largest contributors to dividend income include Dimensional Ultrashort Fixed Income ETF - $2.74M, Dimensional Core Fixed Income ETF - $1.27M, VANGUARD TOTAL STOCK MKT ETF - $1.1M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.04M, and Dimensional Short-Duration Fixed Income ETF - $933,596.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sharon Allen's monthly returns?
Sharon Allen's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Sharon Allen's strategy be considered aggressive or moderate?
Sharon Allen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Sharon Allen's strategy?
Sharon Allen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
