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:
48.77%
Gain +0.69%
Monthly
1.19%
Yearly
15.31%
Drawdown
18.87%
$400.27M
Equity
Holdings
$400.27M
Investment
$317.51M
$88.1M
Profit +$1.77M
Realized
$5.34M
Unrealized
$82.75M
Dividends
$17.83M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.69%
Profit
$1.77M
Win %
79%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$402,177.1
Win %
79%
This Month
Compared to last month
Gain
0.99%
Profit
$3.93M
Win %
79%
This Year
Compared to last year
Gain
-0.53%
Profit
-$2.1M
Win %
78%
MRSH Marsh & McLennan Companies, Inc.
+4.48%
+$22,536.03 
HD The Home Depot, Inc.
+4.32%
+$16,651.79 
HONA Honeywell Aerospace Inc.
+4.1%
+$8,159.82 
SHW The Sherwin-Williams Company
+3.84%
+$41,255.06 
LLY Eli Lilly and Company
+3.56%
+$20,893.14 
CMCSA Comcast Corp
+3.42%
+$24,073.2 
QCOM QUALCOMM Incorporated
+3.27%
+$17,537.6 
YUM Yum! Brands, Inc.
+2.85%
+$14,140.73 
CVS CVS Health Corporation
+2.4%
+$10,133.9 
ABT Abbott Laboratories
+2.3%
+$6,208.7 
AXP American Express Company
+2.25%
+$35,373.26 
BMY Bristol-Myers Squibb Company
+2.21%
+$8,758.66 
USB U.S. Bancorp
+2.03%
+$5,166.48 
HBAN Huntington Bancshares Incorporated
+1.79%
+$2,720.52 
MCD McDonald's Corporation
+1.77%
+$51,368.21 
GE General Electric Company
+1.64%
+$5,808.91 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.57%
+$116,362.38 
DIS The Walt Disney Company
+1.53%
+$4,934.85 
IJS iShares S&P Small-Cap 600 Value ETF
+1.5%
+$4,904.88 
ALL Allstate Corporation
+1.44%
+$3,576.8 
ITIC Investors Title Company
+1.39%
+$5,119.2 
AMP Ameriprise Financial, Inc.
+1.37%
+$6,970.04 
DFAS Dimensional U.S. Small Cap ETF
+1.37%
+$192,401.4 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$3,809.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.29%
+$6,270.28 
CMI Cummins Inc.
+1.27%
+$7,403.7 
VNQ Vanguard Real Estate ETF
+1.21%
+$30,961.41 
IQLT iShares MSCI International Quality Factor ETF
+1.21%
+$3,537.6 
DFAT Dimensional US Targeted Value ETF
+1.18%
+$288,387.92 
JHMM John Hancock Multifactor Mid Cap ETF
+1.16%
+$4,560.36 
MSFT Microsoft Corp.
+1.06%
+$26,586.63 
IJH iShares Core S&P Mid-Cap ETF
+1.04%
+$3,917.25 
HWM Howmet Aerospace Inc.
+1.02%
+$2,501.94 
R Ryder System Inc.
+1%
+$2,937.31 
MO Altria Group, Inc.
+0.97%
+$3,791.4 
LECO Lincoln Electric Holdings, Inc.
+0.94%
+$5,056.83 
EFV iShares MSCI EAFE Value ETF
+0.88%
+$28,468.71 
DFSU Dimensional US Sustainability Core 1 ETF
+0.86%
+$1,996.7 
REET iShares Global REIT ETF
+0.86%
+$4,297.48 
DVY iShares Select Dividend ETF
+0.84%
+$5,734.08 
VTV Vanguard Value ETF
+0.83%
+$4,310.41 
DFIV Dimensional International Value ETF
+0.79%
+$51,229.2 
CB Chubb Limited
+0.78%
+$3,685.6 
DFGR Dimensional Global Real Estate ETF
+0.77%
+$20,649.51 
DFAI Dimensional International Core Equity Market ETF
+0.77%
+$8,740.31 
DFLV Dimensional US Large Cap Value ETF
+0.76%
+$118,700.58 
PFE Pfizer Inc.
+0.75%
+$3,099.14 
IEFA iShares Core MSCI EAFE ETF
+0.75%
+$1,648.08 
DUHP Dimensional US High Profitability ETF
+0.74%
+$211,316.17 
IUSV iShares Core S&P U.S. Value ETF
+0.74%
+$22,056.67 
VTEB Vanguard Tax-Exempt Bond ETF
+0.72%
+$2,197.3 
DFUV Dimensional US Marketwide Value ETF
+0.72%
+$110,088.4 
DISV Dimensional International Small Cap Equity Fund
+0.65%
+$32,556.7 
ITW Illinois Tool Works Inc.
+0.63%
+$2,901.73 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.62%
+$70,230.16 
DFNM Dimensional National Municipal Bond ETF
+0.6%
+$7,746.2 
DFCF Dimensional Core Fixed Income ETF
+0.59%
+$149,522.88 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.59%
+$9,389.62 
DFAW Dimensional World Equity ETF
+0.57%
+$11,466.02 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$6,389.42 
MMM 3M Company
+0.53%
+$1,520.74 
ESGV Vanguard ESG U.S. Stock ETF
+0.53%
+$3,173.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.49%
+$96,891.16 
GOOGL Alphabet Inc
+0.47%
+$4,585.16 
DGCB Dimensional Global Credit Fund
+0.45%
+$3,574.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$185,513.3 
DFIS Dimensional International Small Cap ETF
+0.41%
+$14,649.06 
DFGP Dimensional Global Core Fixed Income Fund
+0.4%
+$3,203.97 
DFUS Dimensional U.S. Equity Market ETF
+0.39%
+$15,843.75 
GOOG Alphabet Inc
+0.37%
+$2,034.9 
SCYB Schwab High Yield Bond ETF
+0.36%
+$2,833.65 
PG Procter & Gamble Co
+0.34%
+$5,898.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.3%
+$16,054 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$744.32 
IVV iShares Core S&P 500 ETF
+0.28%
+$6,298.48 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.26%
+$15,148.08 
AMZN Amazon.com Inc
+0.26%
+$1,364.35 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$41,092.07 
KO The Coca-Cola Company
+0.22%
+$1,128.6 
DE Deere & Company
+0.07%
+$813.6 
JPM JPMorgan Chase & Co.
+0.07%
+$1,734.72 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.05%
+$12,479.08 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.02%
+$46.98 
HONIV Honeywell International Inc.
0%
$0 
DELL Dell Technologies Inc.
-6.67%
-$18,967.2 
AMAT Applied Materials, Inc.
-3.72%
-$7,994.22 
CSCO Cisco Systems, Inc.
-3.33%
-$24,400.02 
INTC Intel Corporation
-2.8%
-$15,537.5 
PM Philip Morris International Inc.
-2.78%
-$7,114.66 
PSX Phillips 66
-2.75%
-$23,163.55 
HUBB Hubbell Inc.
-1.8%
-$154,126.8 
NVDA NVIDIA Corporation
-1.79%
-$23,812.06 
CAT Caterpillar Inc.
-1.79%
-$27,041.3 
GEV GE Vernova Inc.
-1.63%
-$4,430.37 
CEG Constellation Energy Corporation
-1.62%
-$4,263.06 
AEP American Electric Power Company, Inc.
-1.46%
-$8,024.24 
MRK Merck & Co., Inc.
-1.37%
-$4,775.28 
XOM Exxon Mobil Corporation
-1.29%
-$31,834.54 
CVX Chevron Corporation
-1.19%
-$9,683.49 
SMH VanEck Semiconductor ETF
-1.04%
-$2,914.6 
GRC The Gorman-Rupp Company
-0.95%
-$6,510.15 
DFAE Dimensional Emerging Core Equity Market ETF
-0.79%
-$145,168.5 
PEP PepsiCo, Inc.
-0.69%
-$7,586.36 
AVGO Broadcom Inc.
-0.57%
-$2,306.41 
VGT Vanguard Information Technology ETF
-0.42%
-$2,356.64 
COP ConocoPhillips
-0.42%
-$1,806 
AAPL Apple Inc.
-0.28%
-$11,115.84 
SPEM SPDR Portfolio Emerging Markets ETF
-0.27%
-$1,106.56 
SO The Southern Company
-0.23%
-$503.69 
JNJ Johnson & Johnson
-0.2%
-$3,166.08 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$19,194.8 
CL Colgate-Palmolive Company
-0.16%
-$645.15 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$682.5 
VUG Vanguard Growth ETF
-0.08%
-$1,139.25 
ABBV AbbVie Inc.
-0.05%
-$440.11 
VZ Verizon Communications Inc.
-0.02%
-$52.89 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 793 | Longs Won 620/793 78% | Profit Factor 19.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $641,279.36 |
| Average Win $149,827.06 | Best Trade (Oct 15) $14.58M | Sharpe Ratio -13.6 |
| Average Loss -$27,731.05 | Worst Trade (Oct 14) -$760,809.69 | Z-Score 20.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $111,091.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,579 | $2.57M | $3.96M | - | $1.39M | 53.83% | -0.28% |
| ABBV AbbVie Inc. | 3,035 | $483,827.82 | $859,921.72 | - | $376,093.9 | 77.73% | -0.051% |
| ABT Abbott Laboratories | 2,642 | $292,400.68 | $276,590.98 | - | -$15,809.7 | -5.41% | +2.296% |
| AEP American Electric Power Company, Inc. | 4,361 | $368,311.28 | $542,028.69 | - | $173,717.41 | 47.17% | -1.459% |
| ALL Allstate Corporation | 1,052 | $202,857.76 | $252,027.64 | - | $49,169.88 | 24.24% | +1.44% |
| AMAT Applied Materials, Inc. | 481 | $347,763 | $206,834.81 | - | -$140,928.19 | -40.52% | -3.721% |
| AMP Ameriprise Financial, Inc. | 1,022 | $388,559.03 | $513,698.08 | - | $125,139.05 | 32.21% | +1.375% |
| AMZN Amazon.com Inc | 2,099 | $350,263.14 | $534,678.27 | - | $184,415.13 | 52.65% | +0.256% |
| AVGO Broadcom Inc. | 1,159 | $358,858.5 | $398,997.34 | - | $40,138.84 | 11.19% | -0.575% |
| AXP American Express Company | 5,134 | $962,857.16 | $1.61M | - | $648,397.4 | 67.34% | +2.245% |
| BMY Bristol-Myers Squibb Company | 6,686 | $353,082.88 | $405,104.74 | - | $52,021.86 | 14.73% | +2.21% |
| BRK-B Berkshire Hathaway Inc. | 1,625 | $671,743.74 | $854,636.25 | - | $182,892.51 | 27.23% | -0.08% |
| CAT Caterpillar Inc. | 2,015 | $670,249.4 | $1.48M | - | $811,904 | 121.13% | -1.792% |
| CB Chubb Limited | 1,355 | $461,703 | $478,138.85 | - | $16,435.85 | 3.56% | +0.777% |
| CEG Constellation Energy Corporation | 939 | $244,158.32 | $258,225 | - | $14,066.68 | 5.76% | -1.624% |
| CL Colgate-Palmolive Company | 4,301 | $394,316 | $398,401.63 | - | $4,085.63 | 1.04% | -0.162% |
| CMCSA Comcast Corp | 33,435 | $1.47M | $727,879.95 | - | -$737,704.98 | -50.34% | +3.42% |
| CMI Cummins Inc. | 1,110 | $267,621.59 | $591,219.3 | - | $323,597.71 | 120.92% | +1.268% |
| COP ConocoPhillips | 3,010 | $281,766.21 | $426,637.4 | - | $144,871.19 | 51.42% | -0.422% |
| CSCO Cisco Systems, Inc. | 6,438 | $328,487.61 | $707,214.3 | - | $378,726.69 | 115.29% | -3.335% |
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 Sharon Allen?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Ultrashort Fixed Income ETF - $2.93M, VANGUARD TOTAL STOCK MKT ETF - $1.77M, Dimensional Core Fixed Income ETF - $1.47M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.09M, and Dimensional Short-Duration Fixed Income ETF - $1.06M. 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 - $17,344.54. 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 $17.83M earned over time. The largest contributors to dividend income include Dimensional Ultrashort Fixed Income ETF - $2.91M, Dimensional Core Fixed Income ETF - $1.47M, VANGUARD TOTAL STOCK MKT ETF - $1.21M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.09M, and Dimensional Short-Duration Fixed Income ETF - $1.06M. 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.
2026 © Marketlog. All Rights Reserved.
