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:
2.21%
Gain
Monthly
0.07%
Yearly
0.86%
Drawdown
31.82%
$397.21M
Equity
Holdings
$397.21M
Investment
$312.28M
$89.02M
Profit -$79,919.07
Realized
$4.09M
Unrealized
$84.93M
Dividends
$15.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$79,919.07
Win %
85%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$634,479.39
Win %
85%
This Month
Compared to last month
Gain
-0.19%
Profit
-$738,188.82
Win %
85%
This Year
Compared to last year
Gain
9.03%
Profit
$32.89M
Win %
84%
ABT Abbott Laboratories
+10.69%
+$25,256.07 
ITW Illinois Tool Works Inc.
+3.71%
+$17,307.36 
MRK Merck & Co., Inc.
+3.56%
+$10,674.38 
ITIC Investors Title Company
+3.34%
+$11,837.28 
R Ryder System Inc.
+3.34%
+$10,845.92 
ABBV AbbVie Inc.
+3.03%
+$22,459.37 
PM Philip Morris International Inc.
+3%
+$6,759.55 
AMGN Amgen Inc.
+2.87%
+$8,343 
MRSH Marsh & McLennan Companies, Inc.
+2.75%
+$13,662.45 
MO Altria Group, Inc.
+2.65%
+$9,985.8 
VZ Verizon Communications Inc.
+2.54%
+$4,440.66 
MCD McDonald's Corporation
+2.5%
+$80,903.94 
KO The Coca-Cola Company
+2.49%
+$11,004.4 
CMCSA Comcast Corp
+2.43%
+$19,298.7 
PEP PepsiCo, Inc.
+2.34%
+$27,579 
HBAN Huntington Bancshares Incorporated
+2.31%
+$4,208.75 
PSX Phillips 66
+2.21%
+$12,282.2 
LECO Lincoln Electric Holdings, Inc.
+2.14%
+$11,279.02 
MSFT Microsoft Corp.
+2.09%
+$38,281.88 
BMY Bristol-Myers Squibb Company
+2.03%
+$8,101.52 
DIS The Walt Disney Company
+1.77%
+$5,080.88 
AAPL Apple Inc.
+1.65%
+$62,364.6 
USB U.S. Bancorp
+1.62%
+$4,622.64 
VNQ Vanguard Real Estate ETF
+1.61%
+$50,896.54 
PG Procter & Gamble Co
+1.59%
+$15,533.43 
HD The Home Depot, Inc.
+1.52%
+$6,743.02 
DVY iShares Select Dividend ETF
+1.49%
+$4,647.57 
DFAT Dimensional US Targeted Value ETF
+1.48%
+$376,971.84 
REET iShares Global REIT ETF
+1.45%
+$7,854.16 
IJS iShares S&P Small-Cap 600 Value ETF
+1.41%
+$4,941.48 
DFGR Dimensional Global Real Estate ETF
+1.26%
+$36,691.79 
LLY Eli Lilly and Company
+1.24%
+$8,461.32 
SHW The Sherwin-Williams Company
+1.17%
+$12,846.68 
DE Deere & Company
+1.17%
+$11,411.07 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$89,770.29 
CVS CVS Health Corporation
+1.08%
+$5,323.8 
CVX Chevron Corporation
+1.06%
+$4,101.12 
GRC The Gorman-Rupp Company
+0.87%
+$6,510.15 
MMM 3M Company
+0.81%
+$2,324.4 
IUSV iShares Core S&P U.S. Value ETF
+0.78%
+$22,760.94 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$2,352.9 
SO The Southern Company
+0.74%
+$1,544.2 
XOM Exxon Mobil Corporation
+0.73%
+$12,431.68 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$3,309.62 
JNJ Johnson & Johnson
+0.73%
+$11,174.4 
AXP American Express Company
+0.64%
+$11,756.86 
AMZN Amazon.com Inc
+0.61%
+$2,942.91 
AMP Ameriprise Financial, Inc.
+0.55%
+$2,963.8 
COP ConocoPhillips
+0.55%
+$1,836.1 
DFAS Dimensional U.S. Small Cap ETF
+0.54%
+$81,584.36 
HON Honeywell International Inc.
+0.45%
+$1,103.5 
ALL Allstate Corporation
+0.35%
+$894.2 
VTV Vanguard Value ETF
+0.35%
+$1,766.38 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$2,923.83 
GOOG Alphabet Inc
+0.29%
+$2,025.52 
AEP American Electric Power Company, Inc.
+0.28%
+$1,613.57 
GOOGL Alphabet Inc
+0.27%
+$3,054.5 
DUHP Dimensional US High Profitability ETF
+0.2%
+$55,003.93 
JHMM John Hancock Multifactor Mid Cap ETF
+0.2%
+$787.21 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$28,506 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$1,083.71 
DFUV Dimensional US Marketwide Value ETF
+0.13%
+$19,952.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$10.94 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
-$37.67 
INTC Intel Corporation
-6.16%
-$35,821 
GE General Electric Company
-5.88%
-$24,512.99 
CAT Caterpillar Inc.
-4.13%
-$73,387.11 
AVGO Broadcom Inc.
-4.1%
-$18,720.26 
HWM Howmet Aerospace Inc.
-3.81%
-$11,996.28 
SMH VanEck Semiconductor ETF
-3.78%
-$12,823.17 
CMI Cummins Inc.
-3.76%
-$27,805.5 
QCOM QUALCOMM Incorporated
-3.65%
-$20,183.76 
GEV GE Vernova Inc.
-3.16%
-$9,629.47 
CEG Constellation Energy Corporation
-2.76%
-$6,680.98 
CSCO Cisco Systems, Inc.
-2.62%
-$19,565.2 
NVDA NVIDIA Corporation
-2.41%
-$36,951.04 
VGT Vanguard Information Technology ETF
-1.84%
-$11,538.88 
DFAE Dimensional Emerging Core Equity Market ETF
-1.77%
-$334,366.31 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$4,663.95 
HUBB Hubbell Inc.
-1.12%
-$97,414.65 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$130,272.29 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.03%
-$58,145.4 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.02%
-$2,945.25 
SPDW SPDR Portfolio Developed World ex-US ETF
-1%
-$15,959 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$199,460.8 
VUG Vanguard Growth ETF
-0.75%
-$10,735.56 
YUM Yum! Brands, Inc.
-0.71%
-$3,657.93 
DFIV Dimensional International Value ETF
-0.56%
-$36,603.94 
DFAI Dimensional International Core Equity Market ETF
-0.54%
-$5,414.85 
DFIS Dimensional International Small Cap ETF
-0.5%
-$18,049.14 
JPM JPMorgan Chase & Co.
-0.46%
-$11,637.01 
IQLT iShares MSCI International Quality Factor ETF
-0.45%
-$1,325.7 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$14,320.95 
DFUS Dimensional U.S. Equity Market ETF
-0.33%
-$13,200.57 
DFAW Dimensional World Equity ETF
-0.3%
-$6,217.25 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.28%
-$655.04 
ESGV Vanguard ESG U.S. Stock ETF
-0.28%
-$1,638.73 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$669.76 
IVV iShares Core S&P 500 ETF
-0.27%
-$4,043.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$111,671.55 
DFGP Dimensional Global Core Fixed Income Fund
-0.14%
-$1,144.28 
DFNM Dimensional National Municipal Bond ETF
-0.12%
-$1,576.21 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$316.15 
DGCB Dimensional Global Credit Fund
-0.08%
-$693.67 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.07%
-$4,441.08 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$15,088.33 
SCYB Schwab High Yield Bond ETF
-0.06%
-$472.27 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$96.18 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.03%
-$7,425.7 
DISV Dimensional International Small Cap Equity Fund
-0.02%
-$1,183.74 Events
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Dividends
Dividend Analysis
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| Trades 709 | Longs Won 576/709 81% | Profit Factor 33.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $664,111.97 |
| Average Win $159,365.42 | Best Trade (Jul 15) $14.05M | Sharpe Ratio -13.8 |
| Average Loss -$20,890.85 | Worst Trade (Jul 10) -$697,023.9 | Z-Score 28.43 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $125,551.48 |
| 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 | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
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Returns
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