LH
Lyle Hershey Portfolio
Invests via Master's Wealth Management Inc. | Managed by Lyle Hershey
Invests via Master's Wealth Management Inc.
Managed by Lyle Hershey
Automatically Tracked
Seasoned investor and entrepreneur focused on growth-stage technology and consumer-facing businesses, Lyle Hershey brings operational leadership and deal experience across startups and private equity-backed companies. He is known for active board roles, strategic M&A involvement and hands-on portfolio management. Market profile: operator-investor who sources deals, drives commercial scale and supports follow-on capital rounds.
Seasoned investor and entrepreneur focused on growth-stage technology and consumer-facing businesses, Lyle Hershey brings operational leadership and deal experience across startups and private equity-backed companies. He is known for active board roles, strategic M&A involvement and hands-on portfolio management. Market profile: operator-investor who sources deals, drives commercial scale and supports follow-on capital rounds.
Investment Philosophy & Strategy
Operator-led, growth equity investor targeting technology and consumer-facing companies where operational intervention accelerates commercial scale. Prefers minority or control stakes in growth-stage businesses, combining active board engagement, hands-on commercial and M&A playbooks, and staged follow-on capital to de-risk execution. Allocates capital with conviction to revenue-driven KPIs, customer acquisition efficiency, and unit economics improvement; time horizon is multi-year with event-driven exit planning and disciplined downside protection through governance and performance milestones.
Operator-led, growth equity investor targeting technology and consumer-facing companies where operational intervention accelerates commercial scale. Prefers minority or control stakes in growth-stage businesses, combining active board engagement, hands-on commercial and M&A playbooks, and staged follow-on capital to de-risk execution. Allocates capital with conviction to revenue-driven KPIs, customer acquisition efficiency, and unit economics improvement; time horizon is multi-year with event-driven exit planning and disciplined downside protection through governance and performance milestones.
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:
27.01%
Gain +0.43%
Monthly
1.12%
Yearly
14.3%
Drawdown
13.2%
$330.97M
Equity
Holdings
$330.97M
Investment
$282.18M
$50.5M
Profit +$1.09M
Realized
$1.71M
Unrealized
$48.79M
Dividends
$9.66M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.43%
Profit
$1.09M
Win %
61%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$517,786.28
Win %
61%
This Month
Compared to last month
Gain
0.85%
Profit
$2.78M
Win %
61%
This Year
Compared to last year
Gain
-0.29%
Profit
-$967,914.59
Win %
61%
AJG Arthur J. Gallagher & Co.
+5.65%
+$16,843.81 
DHI D.R. Horton, Inc.
+4.64%
+$10,598.14 
MNKD MannKind Corporation
+4.47%
+$1,513.48 
UNH UnitedHealth Group Incorporated
+3.88%
+$9,928.22 
BLK BlackRock, Inc.
+3.79%
+$9,902.24 
WM Waste Management, Inc.
+3.51%
+$20,845 
HD The Home Depot, Inc.
+3.48%
+$18,572.16 
PAYX Paychex Inc.
+3.23%
+$23,604 
AMGN Amgen Inc.
+3.1%
+$7,642.8 
CSL Carlisle Companies Inc.
+2.96%
+$5,767.03 
FENC Fennec Pharmaceuticals Inc.
+2.91%
+$3,351.53 
GSK GSK plc Sponsored ADR
+2.77%
+$5,201.95 
HSY The Hershey Company
+2.59%
+$15,164 
FERG Ferguson Enterprises Inc
+2.52%
+$6,361.87 
IBM International Business Machines Corporation
+2.21%
+$5,387.76 
GSM Ferroglobe PLC
+1.97%
+$1,160.29 
FULT Fulton Financial Corporation
+1.9%
+$4,200.63 
WMT Walmart Inc.
+1.76%
+$5,330.52 
RF Regions Financial Corporation
+1.51%
+$15,806.75 
LAMR Lamar Advertising Company
+1.4%
+$3,644.68 
CME CME Group Inc.
+1.29%
+$5,852.34 
MSFT Microsoft Corp.
+1.17%
+$14,223.87 
GE General Electric Company
+1.04%
+$3,288.13 
DFAT Dimensional US Targeted Value ETF
+0.97%
+$250,077.1 
ABBV AbbVie Inc.
+0.91%
+$2,824.43 
DIHP Dimensional International High Profitability Portfolio
+0.84%
+$51,074.28 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$2,724.43 
CSX CSX Corporation
+0.83%
+$3,005.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.81%
+$4,325.23 
NEE NextEra Energy, Inc.
+0.79%
+$3,816.69 
VTEB Vanguard Tax-Exempt Bond ETF
+0.75%
+$46,300.45 
UNP Union Pacific Corporation
+0.71%
+$5,414.04 
DFGR Dimensional Global Real Estate ETF
+0.66%
+$6,169.32 
DFCF Dimensional Core Fixed Income ETF
+0.66%
+$6,655.21 
DUHP Dimensional US High Profitability ETF
+0.6%
+$153,649.99 
GD General Dynamics Corporation
+0.6%
+$2,263.26 
DFLV Dimensional US Large Cap Value ETF
+0.55%
+$35,132.85 
PG Procter & Gamble Co
+0.55%
+$3,002.76 
FENI Fidelity Enhanced International ETF
+0.54%
+$2,511.84 
NOC Northrop Grumman Corporation
+0.53%
+$1,281 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$191,744.39 
KO The Coca-Cola Company
+0.52%
+$2,338.9 
DGCB Dimensional Global Credit Fund
+0.52%
+$3,532.68 
SNA Snap-on Inc.
+0.5%
+$3,606.91 
VZ Verizon Communications Inc.
+0.48%
+$2,545.17 
DISV Dimensional International Small Cap Equity Fund
+0.47%
+$20,055.4 
LIN Linde plc
+0.47%
+$917.07 
GOOGL Alphabet Inc
+0.46%
+$3,665.95 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.43%
+$19,740.48 
DFGP Dimensional Global Core Fixed Income Fund
+0.4%
+$8,458.04 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.38%
+$336,863.5 
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF
+0.34%
+$4,178.16 
META Meta Platforms Inc Class A
+0.3%
+$1,024.61 
VGSH Vanguard Short-Term Treasury Fund
+0.13%
+$37,892.18 
VOO Vanguard S&P 500 ETF
+0.04%
+$187.64 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$205.3 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$94.73 
PNC The PNC Financial Services Group, Inc.
+0.03%
+$722.89 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$30 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LRCX Lam Research Corporation
-4.82%
-$43,550.7 
AMAT Applied Materials, Inc.
-4.54%
-$8,108 
CSCO Cisco Systems, Inc.
-3.93%
-$20,079.24 
AMD Advanced Micro Devices, Inc.
-3.27%
-$12,954.81 
PSX Phillips 66
-3.1%
-$33,984.9 
GEV GE Vernova Inc.
-3.01%
-$5,981.86 
ETN Eaton Corporation plc
-2.9%
-$6,291.11 
CAT Caterpillar Inc.
-2.69%
-$18,605.94 
PM Philip Morris International Inc.
-2.35%
-$6,827.37 
PLD Prologis Inc.
-2.16%
-$26,443.23 
AVGO Broadcom Inc.
-2.13%
-$14,573.08 
NVDA NVIDIA Corporation
-1.93%
-$5,052.36 
KMI Kinder Morgan, Inc.
-1.36%
-$6,086.08 
AEP American Electric Power Company, Inc.
-1.32%
-$2,860.71 
XOM Exxon Mobil Corporation
-1.27%
-$4,743.69 
TXN Texas Instruments Inc
-1.27%
-$2,655.58 
CVX Chevron Corporation
-1.23%
-$3,340.15 
ASML ASML Holding N.V. New York Registry Shares
-0.62%
-$1,183.35 
CRS Carpenter Technology Corporation
-0.56%
-$829.08 
PEG Public Service Enterprise Group Incorporated
-0.48%
-$976.14 
COP ConocoPhillips
-0.42%
-$2,383.8 
MS Morgan Stanley
-0.32%
-$1,026.02 
JPM JPMorgan Chase & Co.
-0.32%
-$2,214.34 
JNJ Johnson & Johnson
-0.26%
-$1,079.37 
PH Parker-Hannifin Corporation
-0.18%
-$2,325.79 
AAPL Apple Inc.
-0.18%
-$8,489.24 
MRK Merck & Co., Inc.
-0.18%
-$573.82 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.16%
-$85,442.16 
WEC WEC Energy Group Inc.
-0.14%
-$770.1 
AMZN Amazon.com Inc
-0.1%
-$329.93 
AFL Aflac Inc.
-0.05%
-$146.16 Events
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Dividends
Dividend Analysis
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No Data
| Trades 403 | Longs Won 247/403 61% | Profit Factor 12.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $222,907.65 | Best Trade (Oct 15) $17.01M | Sharpe Ratio -16.88 |
| Average Loss -$29,194.33 | Worst Trade (Oct 14) -$1.85M | Z-Score 4.13 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $125,319.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.15% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,583 | $3.46M | $4.65M | - | $1.19M | 34.53% | -0.182% |
| ABBV AbbVie Inc. | 1,099 | $241,619.19 | $312,467.68 | - | $70,848.49 | 29.32% | +0.912% |
| AEP American Electric Power Company, Inc. | 1,713 | $225,036.21 | $213,199.98 | - | -$11,836.23 | -5.26% | -1.324% |
| AFL Aflac Inc. | 2,436 | $268,618 | $287,813.4 | - | $19,195.4 | 7.15% | -0.051% |
| AJG Arthur J. Gallagher & Co. | 1,257 | $353,633.03 | $314,803.08 | - | -$38,829.95 | -10.98% | +5.653% |
| AMAT Applied Materials, Inc. | 400 | $288,843 | $170,544 | - | -$118,299 | -40.96% | -4.538% |
| AMD Advanced Micro Devices, Inc. | 695 | $403,732 | $383,765.1 | - | -$19,966.9 | -4.95% | -3.265% |
| AMGN Amgen Inc. | 579 | $203,839.72 | $254,360.49 | - | $50,520.77 | 24.78% | +3.098% |
| AMZN Amazon.com Inc | 1,245 | $296,733 | $315,999.67 | - | $19,266.67 | 6.49% | -0.104% |
| ASML ASML Holding N.V. New York Registry Shares | 115 | $117,615.57 | $188,566.65 | - | $70,951.08 | 60.32% | -0.624% |
| AVGO Broadcom Inc. | 1,972 | $599,097.14 | $668,231.92 | - | $69,134.78 | 11.54% | -2.134% |
| AVUV Avantis U.S. Small Cap Value ETF | 4,459 | $492,635.75 | $535,793.44 | - | $43,157.69 | 8.76% | +0.814% |
| BLK BlackRock, Inc. | 243 | $233,531.49 | $270,833.22 | - | $37,301.73 | 15.97% | +3.795% |
| BWZ SPDR Bloomberg Short Term International Treasury Bond ETF | 46,424 | $1.2M | $1.24M | - | $35,435.09 | 2.95% | +0.339% |
| CAT Caterpillar Inc. | 922 | $345,881.02 | $671,953.6 | - | $326,072.58 | 94.27% | -2.694% |
| CME CME Group Inc. | 1,586 | $431,052.92 | $458,798.08 | - | $27,745.16 | 6.44% | +1.292% |
| COP ConocoPhillips | 3,973 | $384,367.75 | $563,133.02 | - | $178,765.27 | 46.51% | -0.422% |
| CRS Carpenter Technology Corporation | 392 | $241,778 | $148,025.08 | - | -$93,752.92 | -38.78% | -0.557% |
| CSCO Cisco Systems, Inc. | 4,492 | $346,809.45 | $490,391.64 | - | $143,582.19 | 41.4% | -3.933% |
| CSL Carlisle Companies Inc. | 597 | $216,705 | $200,681.55 | - | -$16,023.45 | -7.39% | +2.959% |
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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 Lyle Hershey?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $2.05M, Dimensional U.S. Core Equity 2 ETF - $1.24M, Vanguard Intermediate-Term Treasury Fund - $1.07M, Dimensional Core Fixed Income ETF - $1.05M, and Dimensional Global Core Fixed Income Fund - $966,989.34. 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: Arthur J. Gallagher & Co - $101,900.33, Intuit Inc - $89,514.8, Kenvue Inc - $73,975.69, Comcast Corp - $67,798.21, and Broadcom Inc - $60,969.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lyle Hershey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.66M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $2.04M, Dimensional U.S. Core Equity 2 ETF - $1.24M, Vanguard Intermediate-Term Treasury Fund - $1.07M, Vanguard Short-Term Treasury Fund - $780,234.74, and Dimensional Core Fixed Income ETF - $655,358.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lyle Hershey's monthly returns?
Lyle Hershey's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Lyle Hershey's strategy be considered aggressive or moderate?
Lyle Hershey'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 Lyle Hershey's strategy?
Lyle Hershey'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.
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