Christopher Dodds Portfolio
Invests via Crown Oak Advisors, LLC | Managed by Christopher V. Dodds, Andrew Warren Dodds
Invests via Crown Oak Advisors, LLC
Managed by Christopher V. Dodds, Andrew Warren Dodds
Automatically Tracked
Christopher Dodds Profile
Veteran private-markets operator with experience across real assets, asset management and capital raising, focused on scalable income-generating investments and value-oriented strategies. Christopher Dodds combines portfolio construction, LP relations and transaction execution experience, advising on asset allocation, fund structuring and operational due diligence. Market-facing profile suited to institutional investors, secondaries and continuation vehicle opportunities.
Veteran private-markets operator with experience across real assets, asset management and capital raising, focused on scalable income-generating investments and value-oriented strategies. Christopher Dodds combines portfolio construction, LP relations and transaction execution experience, advising on asset allocation, fund structuring and operational due diligence. Market-facing profile suited to institutional investors, secondaries and continuation vehicle opportunities.
Investment Philosophy & Strategy
Veteran private‑markets strategist prioritizing scalable, income‑generating real assets and value-oriented private equity opportunities. Emphasizes portfolio construction and capital efficiency, blending primary fund commitments, secondaries and continuation vehicles to optimize liquidity and returns. Underwrites deals with a bias for durable cash flows, operational improvement and downside protection; targets institutional LP alignment, rigorous operational due diligence, and repeatable transaction execution over multi-year horizons.
Veteran private‑markets strategist prioritizing scalable, income‑generating real assets and value-oriented private equity opportunities. Emphasizes portfolio construction and capital efficiency, blending primary fund commitments, secondaries and continuation vehicles to optimize liquidity and returns. Underwrites deals with a bias for durable cash flows, operational improvement and downside protection; targets institutional LP alignment, rigorous operational due diligence, and repeatable transaction execution over multi-year horizons.
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:
25.62%
Gain -0.19%
Monthly
0.71%
Yearly
8.92%
Drawdown
15.16%
$224.36M
Equity
Holdings
$224.36M
Investment
$188.39M
$43.69M
Profit -$401,723.98
Realized
$7.73M
Unrealized
$35.96M
Dividends
$5.72M
Goals
Avg. 92.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$401,723.98
Win %
62%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$344,748.57
Win %
62%
This Month
Compared to last month
Gain
-0.18%
Profit
-$401,723.98
Win %
62%
This Year
Compared to last year
Gain
4.23%
Profit
$9.11M
Win %
60%
MTD Mettler-Toledo International Inc.
+2.58%
+$207,216.49 
CVX Chevron Corporation
+2.35%
+$28,643.24 
KEYS Keysight Technologies, Inc.
+2.04%
+$185,047.63 
GE General Electric Company
+1.42%
+$65,757.16 
CHD Church & Dwight Co., Inc.
+1.16%
+$133,168.24 
SCHW Charles Schwab Corporation
+0.87%
+$429,310.7 
NDSN Nordson Corporation
+0.86%
+$75,076.81 
DSGX The Descartes Systems Group Inc.
+0.82%
+$27,265.78 
CAT Caterpillar Inc.
+0.7%
+$28,542.73 
HEI.A Heico Corporation
+0.44%
+$99,020.52 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$2,750.34 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$2,130.97 
AAPL Apple Inc.
-7.35%
-$43,768.2 
CPRT Copart Inc.
-1.52%
-$83,064.15 
IT Gartner Inc.
-1.24%
-$44,522.61 
DE Deere & Company
-1.13%
-$190,726.12 
ROL Rollins, Inc.
-0.99%
-$85,125.7 
XOM Exxon Mobil Corporation
-0.97%
-$5,855.31 
MCO Moody's Corporation
-0.81%
-$62,413.84 
SITE SiteOne Landscape Supply Inc.
-0.55%
-$26,708.76 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$31,392.06 
WSO Watsco Inc.
-0.46%
-$41,921.04 
V Visa Inc. Class A
-0.04%
-$9,119.65 Events
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Dividends
Dividend Analysis
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| Trades 199 | Longs Won 122/199 61% | Profit Factor 3.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.71M |
| Average Win $525,724.54 | Best Trade (Aug 19) $19.52M | Sharpe Ratio -10.23 |
| Average Loss -$265,500.61 | Worst Trade (Aug 02) -$5.9M | Z-Score 2.11 (96.52%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3d | Expectancy $219,572.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.06% | 2.91% |
| Consecutive Losing Trades | 845 | 761 | 676 | 592 | 507 | 423 | 338 | 254 | 169 | 85 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,785 | $446,999.51 | $551,404.35 | - | $104,404.84 | 23.36% | -7.354% |
| BR Broadridge Financial Solutions, Inc. | 38,283 | $7.98M | $5.89M | - | -$2.08M | -26.12% | -0.53% |
| CAT Caterpillar Inc. | 5,034 | $1.49M | $4.1M | - | $2.61M | 175.58% | +0.701% |
| CHD Church & Dwight Co., Inc. | 117,848 | $11.3M | $11.64M | - | $348,903.57 | 3.09% | +1.157% |
| CPRT Copart Inc. | 184,587 | $9.15M | $5.38M | - | -$3.77M | -41.25% | -1.522% |
| CVX Chevron Corporation | 6,337 | $1.06M | $1.25M | - | $188,275.54 | 17.78% | +2.35% |
| DE Deere & Company | 28,048 | $12.12M | $16.62M | - | $4.51M | 37.2% | -1.134% |
| DSGX The Descartes Systems Group Inc. | 44,698 | $4.46M | $3.36M | - | -$1.1M | -24.72% | +0.818% |
| GE General Electric Company | 13,073 | $1.33M | $4.71M | - | $3.38M | 253.5% | +1.417% |
| HEI.A Heico Corporation | 87,628 | $15.04M | $22.54M | - | $7.51M | 49.94% | +0.441% |
| IDXX IDEXX Laboratories, Inc. | 7,892 | $4.15M | $4.41M | - | $257,516.5 | 6.2% | +0.048% |
| IT Gartner Inc. | 23,433 | $10.4M | $3.54M | - | -$6.86M | -65.96% | -1.242% |
| KEYS Keysight Technologies, Inc. | 28,959 | $4.61M | $9.24M | - | $4.63M | 100.53% | +2.044% |
| MCO Moody's Corporation | 16,086 | $6.51M | $7.7M | - | $1.19M | 18.23% | -0.805% |
| MTD Mettler-Toledo International Inc. | 5,806 | $7.04M | $8.22M | - | $1.18M | 16.81% | +2.585% |
| NDSN Nordson Corporation | 29,442 | $7.52M | $8.77M | - | $1.24M | 16.53% | +0.864% |
| PFF iShares Preferred and Income Securities ETF | 91,678 | $2.81M | $2.79M | - | -$19,096.43 | -0.68% | +0.099% |
| ROL Rollins, Inc. | 224,015 | $9.96M | $8.51M | - | -$1.45M | -14.59% | -0.991% |
| SCHW Charles Schwab Corporation | 471,770 | $32.8M | $49.65M | - | $16.85M | 51.36% | +0.872% |
| SITE SiteOne Landscape Supply Inc. | 51,363 | $8.05M | $4.85M | - | -$3.2M | -39.76% | -0.548% |
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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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FAQ
Which stocks have generated the highest profits for Christopher Dodds?
The largest contributions to the portfolio's profits come from the following stocks: Keysight Technologies, Inc - $5.64M, AT&T Inc - $1.94M, Charles Schwab Corporation - $1.4M, Watsco Inc - $849,385.85, and Caterpillar Inc - $714,742.82. 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: SiteOne Landscape Supply Inc - $246,176.68, Stanley Black & Decker Inc - $214,610.06, Alphabet Inc - $80,093.35, Apple Inc - $70,875.32, and Microsoft Corp - $40,526.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Christopher Dodds's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.72M earned over time. The largest contributors to dividend income include Charles Schwab Corporation - $1.4M, Watsco Inc - $768,348.3, iShares Preferred and Income Securities ETF - $570,215.56, Visa Inc. Class A - $423,072.78, and Deere & Company - $379,553.01. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Christopher Dodds's monthly returns?
Christopher Dodds'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 Christopher Dodds's strategy be considered aggressive or moderate?
Christopher Dodds'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 Christopher Dodds's strategy?
Christopher Dodds'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.
