DJY
David J. Yucius. Jr. Portfolio
Invests via Aurora Investment Counsel | Managed by David J. Yucius. Jr.
Invests via Aurora Investment Counsel
Managed by David J. Yucius. Jr.
Automatically Tracked
David J. Yucius. Jr. Profile
With a robust background in private equity and corporate finance, David J. Yucius, Jr. has cultivated a dynamic career focused on enhancing business operations and financial performance within various sectors. His expertise encompasses identifying growth opportunities and guiding firms through pivotal transformations. Notably recognized for his strategic foresight, he plays an integral role in advising management teams on maximizing shareholder value while driving innovation initiatives that position companies for sustainable success. Leveraging extensive experience across multiple industries, he is well-regarded as a thought leader in the capital markets arena.
With a robust background in private equity and corporate finance, David J. Yucius, Jr. has cultivated a dynamic career focused on enhancing business operations and financial performance within various sectors. His expertise encompasses identifying growth opportunities and guiding firms through pivotal transformations. Notably recognized for his strategic foresight, he plays an integral role in advising management teams on maximizing shareholder value while driving innovation initiatives that position companies for sustainable success. Leveraging extensive experience across multiple industries, he is well-regarded as a thought leader in the capital markets arena.
Investment Philosophy & Strategy
In the realm of private equity, David J. Yucius, Jr. emphasizes operational excellence as a cornerstone for long-term value creation. His approach melds analytical acumen with a deep understanding of industry dynamics, driving investment decisions that capitalize on competitive advantages and innovation potential. By focusing on transformative opportunities, he facilitates strategic alignment within organizations to enhance their market position and growth trajectory. This expertise in navigating complex financial landscapes enables him to uncover unique prospects that others may overlook, reinforcing his reputation as an effective architect of business development.
In the realm of private equity, David J. Yucius, Jr. emphasizes operational excellence as a cornerstone for long-term value creation. His approach melds analytical acumen with a deep understanding of industry dynamics, driving investment decisions that capitalize on competitive advantages and innovation potential. By focusing on transformative opportunities, he facilitates strategic alignment within organizations to enhance their market position and growth trajectory. This expertise in navigating complex financial landscapes enables him to uncover unique prospects that others may overlook, reinforcing his reputation as an effective architect of business development.
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:
29.64%
Gain +1.13%
Monthly
0.36%
Yearly
4.38%
Drawdown
14.4%
$263.03M
Equity
Holdings
$263.03M
Investment
$103.46M
$159.57M
Profit +$2.94M
Realized
$0
Unrealized
$159.57M
Dividends
$30.68M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.13%
Profit
$2.94M
Win %
72%
This Week
Compared To Last Week
Gain
0.92%
Profit
$2.41M
Win %
72%
This Month
Compared to last month
Gain
0.89%
Profit
$2.32M
Win %
72%
This Year
Compared to last year
Gain
3.95%
Profit
$10M
Win %
72%
THO Thor Industries Inc.
+6.51%
+$178,234.35 
AJG Arthur J. Gallagher & Co.
+5.62%
+$250,684.11 
PII Polaris Inc.
+5.31%
+$79,019.55 
TTWO Take-Two Interactive Software, Inc.
+4.19%
+$621,200.88 
HD The Home Depot, Inc.
+4.18%
+$177,486.08 
MAS Masco Corporation
+4.16%
+$137,028.69 
JOE The St. Joe Company
+3.91%
+$127,490.7 
HSY The Hershey Company
+2.9%
+$116,002.98 
GRMN Garmin Ltd.
+2.88%
+$614,316.2 
FISV Fiserv, Inc.
+2.84%
+$31,571 
UTSI Utstarcom Holdings Corp.
+2.48%
+$385.18 
CRL Charles River Laboratories International, Inc.
+2.45%
+$112,295 
PAYX Paychex Inc.
+2.27%
+$67,118.64 
GBCI Glacier Bancorp Inc.
+2.06%
+$56,314.5 
WERN Werner Enterprises Inc.
+2.01%
+$50,749.47 
HOG Harley-Davidson Inc.
+1.98%
+$13,075.4 
DGX Quest Diagnostics Inc.
+1.97%
+$134,927.93 
CHRW C.H. Robinson Worldwide, Inc.
+1.94%
+$43,826.12 
RGS Regis Corporation
+1.89%
+$962.23 
HSIC Henry Schein, Inc.
+1.82%
+$130,970.61 
STZ Constellation Brands, Inc.
+1.67%
+$179,435 
SYY Sysco Corporation
+1.57%
+$7,012.5 
BOKF BOK Financial Corporation
+1.38%
+$36,110.79 
GS The Goldman Sachs Group, Inc.
+1.01%
+$177,065.8 
PGR Progressive Corporation
+0.94%
+$132,847.34 
CACI Caci International Inc.
+0.53%
+$90,980.18 
CDNMF EGR Exploration Ltd.
0%
$0 
DF Dean Foods Co
0%
$0 
GWR Genesee & Wyoming Inc
0%
$0 
JEC Jacobs Engineering Group Inc
0%
$0 
LLL 2
0%
$0 
FLIR FLIR Systems Inc
0%
$0 BNK
BNK
0%
$0 CBSS
CBSS
0%
$0 YCC
YCC
0%
$0 WB
WB
0%
$0 ATK
ATK
0%
$0 HET
HET
0%
$0 LPNT
LPNT
0%
$0 ESRX
ESRX
0%
$0 XTO
XTO
0%
$0 NTY
NTY
0%
$0 SONC
SONC
0%
$0 CVH
CVH
0%
$0 GYI
GYI
0%
$0 UTIW
UTIW
0%
$0 WWY
WWY
0%
$0 ACS
ACS
0%
$0 WOOF
WOOF
0%
$0 ARB
ARB
0%
$0 HMA
HMA
0%
$0 DP
DP
0%
$0 CLE
CLE
0%
$0 LNCR
LNCR
0%
$0 CSH
CSH
0%
$0 OSI
OSI
0%
$0 WEBX
WEBX
0%
$0 CDWC
CDWC
0%
$0 EPR
EPR
0%
$0 CARS
CARS
0%
$0 RCI
RCI
0%
$0 CPS
CPS
0%
$0 RCRC
RCRC
0%
$0 GISX
GISX
0%
$0 BFAM
BFAM
0%
$0 DGIN
DGIN
0%
$0 PACR
PACR
0%
$0 POOL
POOL
0%
$0 EQT
EQT
0%
$0 COO
COO
0%
$0 
LNW Light & Wonder, Inc.
-4.5%
-$210,477.65 
BHE Benchmark Electronics Inc.
-2.23%
-$125,172.3 
SUN Sunoco L.P.
-1.44%
-$10,320.15 
COP ConocoPhillips
-0.63%
-$28,743.03 
CW Curtiss-Wright Corporation
-0.59%
-$102,871.75 
FR First Industrial Realty Trust Inc.
-0.44%
-$8,717.8 
SEIC SEI Investments Company
-0.29%
-$37,675.54 Events
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Dividends
Dividend Analysis
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| Trades 77 | Longs Won 32/77 41% | Profit Factor 22.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.5M |
| Average Win $5.21M | Best Trade (Oct 15) $19.64M | Sharpe Ratio -87.78 |
| Average Loss -$162,139.62 | Worst Trade (Oct 14) -$1.74M | Z-Score -1.39 (84%) |
| Commissions $0 | Avg. Trade Length 21y 9m 3w 2d | Expectancy $2.07M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.36% |
| Consecutive Losing Trades | 1,623 | 1,461 | 1,299 | 1,136 | 974 | 812 | 649 | 487 | 325 | 162 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACS ACS | 9,827 | $594,000 | $594,000 | - | - | - | 0.0 |
| AJG Arthur J. Gallagher & Co. | 18,806 | $608,000 | $4.71M | - | $4.1M | 674.42% | +5.624% |
| ARB ARB | 49,925 | $1.97M | $1.97M | - | - | - | 0.0 |
| ATK ATK | 30,829 | $2.03M | $2.03M | - | - | - | 0.0 |
| BFAM BFAM | 23,840 | $1.59M | $1.59M | - | - | - | 0.0 |
| BHE Benchmark Electronics Inc. | 75,405 | $1.71M | $5.48M | - | $3.77M | 220.82% | -2.232% |
| BNK BNK | 48,392 | $1.76M | $1.76M | - | - | - | 0.0 |
| BOKF BOK Financial Corporation | 21,198 | $1.03M | $2.64M | - | $1.61M | 155.78% | +1.384% |
| CACI Caci International Inc. | 28,343 | $1.94M | $17.21M | - | $15.27M | 787.14% | +0.531% |
| CARS CARS | 58,240 | $2.03M | $2.03M | - | - | - | 0.0 |
| CBSS CBSS | 25,823 | $1.24M | $1.24M | - | - | - | 0.0 |
| CDNMF EGR Exploration Ltd. | 29.69 | $1.08M | $2.97 | - | -$1.08M | -100% | 0.0 |
| CDWC CDWC | 26,035 | $1.74M | $1.74M | - | - | - | 0.0 |
| CHRW C.H. Robinson Worldwide, Inc. | 16,172 | $453,996.56 | $2.3M | - | $1.85M | 406.39% | +1.943% |
| CLE CLE | 54,770 | $1.16M | $1.16M | - | - | - | 0.0 |
| COO COO | 20,379 | $1.45M | $1.45M | - | - | - | 0.0 |
| COP ConocoPhillips | 31,936.7 | $1.06M | $4.52M | - | $3.46M | 325.35% | -0.632% |
| CPS CPS | 35,404 | $1.63M | $1.63M | - | - | - | 0.0 |
| CRL Charles River Laboratories International, Inc. | 15,175 | $702,000 | $4.7M | - | $3.99M | 568.82% | +2.45% |
| CSH CSH | 51,990 | $1.56M | $1.56M | - | - | - | 0.0 |
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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 David J. Yucius. Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Garmin Ltd - $3.21M, Constellation Brands, Inc - $2.86M, Progressive Corporation - $2.85M, The Goldman Sachs Group, Inc - $2.03M, and ConocoPhillips - $1.39M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does David J. Yucius. Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $30.68M earned over time. The largest contributors to dividend income include Garmin Ltd - $3.21M, Constellation Brands, Inc - $2.86M, Progressive Corporation - $2.85M, The Goldman Sachs Group, Inc - $2.03M, and ConocoPhillips - $1.39M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David J. Yucius. Jr.'s monthly returns?
David J. Yucius. Jr.'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 David J. Yucius. Jr.'s strategy be considered aggressive or moderate?
David J. Yucius. Jr.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow David J. Yucius. Jr.'s strategy?
David J. Yucius. Jr.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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