DAVID S. SUTPHIN Portfolio
Invests via FINANCIAL ADVISORY PARTNERS, LLC | Managed by David S. Sutphin, Alexander van den Berg
Invests via FINANCIAL ADVISORY PARTNERS, LLC
Managed by David S. Sutphin, Alexander van den Berg
Automatically Tracked
DAVID S. SUTPHIN Profile
Seasoned corporate executive and investor with extensive experience in strategic transactions, operational leadership and board governance. DAVID S. SUTPHIN combines C-suite operating roles with private-market investing and advisory work, focusing on value creation through M&A, portfolio transformation and commercial scaling. Known for cross-sector experience in industrials, consumer and services, brings financial discipline, capital allocation expertise and hands-on turnaround capability. Regularly engages with growth equity and buyout sponsors, family offices and management teams to execute mid-market transactions and operational improvement programs.
Seasoned corporate executive and investor with extensive experience in strategic transactions, operational leadership and board governance. DAVID S. SUTPHIN combines C-suite operating roles with private-market investing and advisory work, focusing on value creation through M&A, portfolio transformation and commercial scaling. Known for cross-sector experience in industrials, consumer and services, brings financial discipline, capital allocation expertise and hands-on turnaround capability. Regularly engages with growth equity and buyout sponsors, family offices and management teams to execute mid-market transactions and operational improvement programs.
Investment Philosophy & Strategy
Combines a pragmatic, value-oriented private markets approach with hands-on operational activation to unlock mid-market returns. Prioritizes control or control-ish investments where strategic M&A, portfolio transformation and commercial scaling drive upside. Focuses on industrials, consumer and service sectors, using rigorous capital-allocation rules, disciplined leverage and 3–7 year horizon to de-risk execution. Investment decisions emphasize operational KPIs, management alignment and staged value-creation milestones; underwriting favors identifiable operational levers and repeatable consolidation opportunities.
Combines a pragmatic, value-oriented private markets approach with hands-on operational activation to unlock mid-market returns. Prioritizes control or control-ish investments where strategic M&A, portfolio transformation and commercial scaling drive upside. Focuses on industrials, consumer and service sectors, using rigorous capital-allocation rules, disciplined leverage and 3–7 year horizon to de-risk execution. Investment decisions emphasize operational KPIs, management alignment and staged value-creation milestones; underwriting favors identifiable operational levers and repeatable consolidation opportunities.
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:
6.65%
Gain
Monthly
-0.06%
Yearly
-0.74%
Drawdown
23.66%
$378.65M
Equity
Holdings
$378.65M
Investment
$304.17M
$65.2M
Profit +$296,868.82
Realized
-$9.28M
Unrealized
$74.48M
Dividends
$35.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$296,868.82
Win %
79%
This Week
Compared To Last Week
Gain
0.02%
Profit
$78,880.96
Win %
79%
This Month
Compared to last month
Gain
0.88%
Profit
$3.31M
Win %
79%
This Year
Compared to last year
Gain
7.07%
Profit
$25.01M
Win %
78%
KTB Kontoor Brands Inc.
+4.48%
+$27,987.85 
SYK Stryker Corporation
+3.6%
+$119,956.58 
PAYX Paychex Inc.
+3.45%
+$103,977.31 
MRK Merck & Co., Inc.
+3.43%
+$74,899.6 
RSG Republic Services, Inc.
+3.3%
+$156,251.16 
UNP Union Pacific Corporation
+3.21%
+$150,088.17 
MDT Medtronic plc
+3.13%
+$91,624.68 
LOW Lowe's Companies Inc.
+2.3%
+$71,485.42 
PEP PepsiCo, Inc.
+2.27%
+$57,506.68 
MA Mastercard Incorporated
+2.25%
+$6,608.25 
COST Costco Wholesale Corporation
+2.19%
+$12,653.55 
VDC VANGUARD CONSUMER STAPLES ETF
+2.02%
+$128,933.86 
SYY Sysco Corporation
+1.93%
+$65,958.36 
WMT Walmart Inc.
+1.93%
+$111,646.5 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.82%
+$39,362.82 
V Visa Inc. Class A
+1.79%
+$74,761.8 
PKG Packaging Corporation of America
+1.75%
+$50,264 
PG Procter & Gamble Co
+1.61%
+$56,560.7 
VHT Vanguard Health Care ETF
+1.59%
+$27,750.8 
CVX Chevron Corporation
+1.48%
+$48,727.38 
MSFT Microsoft Corp.
+1.38%
+$62,899.32 
JNJ Johnson & Johnson
+1.35%
+$64,021.12 
XOM Exxon Mobil Corporation
+1.31%
+$41,509.97 
CB Chubb Limited
+1.25%
+$57,908.84 
AAPL Apple Inc.
+1.12%
+$80,956.32 
DON WisdomTree U.S. MidCap Dividend Fund
+1.1%
+$21,923.12 
ED Consolidated Edison, Inc.
+1.04%
+$5,498.15 
HIG The Hartford Insurance Group, Inc.
+1.02%
+$37,746.24 
PH Parker-Hannifin Corporation
+0.97%
+$59,671.75 
WEC WEC Energy Group Inc.
+0.51%
+$2,736.44 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$62,334.09 
VFC V.F. Corporation
+0.43%
+$2,572.72 
AMZN Amazon.com Inc
+0.31%
+$1,328 
LMT Lockheed Martin Corporation
+0.3%
+$11,157.99 
VTV Vanguard Value ETF
+0.27%
+$49,774.8 
GOOGL Alphabet Inc
+0.18%
+$11,475.91 
VB Vanguard Small-Cap ETF
+0.13%
+$6,317.67 
SRE Sempra
+0.03%
+$1,453.74 
BKLN Invesco Senior Loan ETF
+0.02%
+$1,105.6 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$517.38 
FLOT iShares Floating Rate Bond ETF
0%
$0 
MS Morgan Stanley
-4.22%
-$322,612.17 
NXPI NXP Semiconductors N.V.
-3.66%
-$155,974.32 
AVGO Broadcom Inc.
-3.49%
-$334,936.25 
NVDA NVIDIA Corporation
-2.44%
-$12,121.2 
VGT Vanguard Information Technology ETF
-2.03%
-$188,632.4 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$89,432.32 
VUG Vanguard Growth ETF
-0.89%
-$360,046.53 
PEG Public Service Enterprise Group Incorporated
-0.84%
-$4,953.15 
VIS Vanguard Industrials ETF
-0.61%
-$37,896.25 
PFF iShares Preferred and Income Securities ETF
-0.52%
-$23,916.16 
JPM JPMorgan Chase & Co.
-0.47%
-$29,969.69 
IDV iShares International Select Dividend ETF
-0.4%
-$8,478.41 
VOO Vanguard S&P 500 ETF
-0.39%
-$3,823.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$10,769.84 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.32%
-$1,465.56 
NEE NextEra Energy, Inc.
-0.18%
-$9,180.96 
VO Vanguard Mid-Cap ETF
-0.18%
-$8,454.66 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.18%
-$594.86 
MUB iShares National Muni Bond ETF
-0.17%
-$950.9 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.14%
-$18,123.12 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$67,650.87 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.11%
-$5,022.64 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$6,699.33 
SCHW Charles Schwab Corporation
-0.06%
-$2,212.66 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$237 Events
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Dividends
Dividend Analysis
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| Trades 1119 | Longs Won 698/1119 62% | Profit Factor 2.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $487,244.84 |
| Average Win $140,643.7 | Best Trade (Jul 15) $8.46M | Sharpe Ratio -11.65 |
| Average Loss -$78,307.76 | Worst Trade (Dec 30) -$3M | Z-Score 0.27 (21.52%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 6d | Expectancy $58,267.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 4,831 | 4,348 | 3,865 | 3,382 | 2,899 | 2,415 | 1,932 | 1,449 | 966 | 483 |
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Returns
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