CGP
Corey G. Prestidge Portfolio
Invests via Hilltop Holdings Inc. | Managed by Corey G. Prestidge
Invests via Hilltop Holdings Inc.
Managed by Corey G. Prestidge
Automatically Tracked
Corey G. Prestidge Profile
Corey G. Prestidge stands out as a seasoned professional within the investment landscape, demonstrating extensive experience in guiding growth initiatives for emerging businesses. With a robust background in finance and entrepreneurial ventures, he has played a pivotal role in launching and scaling startups across various sectors. His expertise encompasses both operational leadership and strategic investments, making him an asset to teams seeking to navigate complex market dynamics. As an advocate for innovative solutions, Corey is recognized not only for his visionary approach but also for fostering collaboration among stakeholders to drive sustainable success.
Corey G. Prestidge stands out as a seasoned professional within the investment landscape, demonstrating extensive experience in guiding growth initiatives for emerging businesses. With a robust background in finance and entrepreneurial ventures, he has played a pivotal role in launching and scaling startups across various sectors. His expertise encompasses both operational leadership and strategic investments, making him an asset to teams seeking to navigate complex market dynamics. As an advocate for innovative solutions, Corey is recognized not only for his visionary approach but also for fostering collaboration among stakeholders to drive sustainable success.
Investment Philosophy & Strategy
Growth opportunities in dynamic markets captivate his investment strategy, prioritizing entrepreneurial ventures with scalability potential. Prestidge leverages his extensive background to identify trends and sectors ripe for disruption, favoring innovations that align with evolving consumer demands. His experience in operational leadership enhances decision-making processes, enabling informed capital allocations aimed at fostering long-term sustainability. With a collaborative mindset, he actively engages stakeholders to maximize outcomes while navigating competitive landscapes efficiently.
Growth opportunities in dynamic markets captivate his investment strategy, prioritizing entrepreneurial ventures with scalability potential. Prestidge leverages his extensive background to identify trends and sectors ripe for disruption, favoring innovations that align with evolving consumer demands. His experience in operational leadership enhances decision-making processes, enabling informed capital allocations aimed at fostering long-term sustainability. With a collaborative mindset, he actively engages stakeholders to maximize outcomes while navigating competitive landscapes efficiently.
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:
28.79%
Gain -0.23%
Monthly
0.53%
Yearly
6.58%
Drawdown
14.32%
$249.27M
Equity
Holdings
$249.27M
Investment
$103.48M
$145.79M
Profit -$582,530.39
Realized
-$0
Unrealized
$145.79M
Dividends
$38.3M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$582,530.39
Win %
73%
This Week
Compared To Last Week
Gain
0.55%
Profit
$1.37M
Win %
73%
This Month
Compared to last month
Gain
2.01%
Profit
$4.92M
Win %
73%
This Year
Compared to last year
Gain
5.97%
Profit
$14.04M
Win %
73%
DLTR Dollar Tree, Inc.
+4.71%
+$33,877.36 
BMY Bristol-Myers Squibb Company
+4.61%
+$23,766.66 
WMT Walmart Inc.
+3.46%
+$50,622.36 
CVS CVS Health Corporation
+3.24%
+$31,583.64 
NOC Northrop Grumman Corporation
+2.97%
+$53,376.34 
XLV Health Care Select Sector SPDR Fund
+2.53%
+$29,326.07 
XLP Consumer Staples Select Sector SPDR Fund
+2.22%
+$14,819.73 
RSG Republic Services, Inc.
+2.06%
+$95,705.31 
CVX Chevron Corporation
+1.98%
+$27,752.04 
CNC Centene Corporation
+1.89%
+$142,766 
CTSH Cognizant Technology Solutions Corporation
+1.86%
+$12,090.84 
KO The Coca-Cola Company
+1.85%
+$36,569.66 
XOM Exxon Mobil Corporation
+1.68%
+$22,226.94 
IFF International Flavors & Fragrances Inc.
+1.59%
+$17,494.4 
PEP PepsiCo, Inc.
+1.55%
+$10,017.45 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$138,430.41 
UNP Union Pacific Corporation
+1.44%
+$13,194.91 
DRI Darden Restaurants, Inc.
+1.42%
+$26,022.21 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$23,957.02 
ITW Illinois Tool Works Inc.
+1.18%
+$22,339.8 
KMB Kimberly-Clark Corporation
+1.14%
+$15,096.13 
COLM Columbia Sportswear Company
+1.12%
+$19,059.2 
MCD McDonald's Corporation
+1.06%
+$11,992.45 
MMM 3M Company
+1.04%
+$6,486.2 
COP ConocoPhillips
+1.02%
+$7,564.32 
GIS General Mills, Inc.
+0.88%
+$1,831.2 
LNT Alliant Energy Corporation
+0.82%
+$2,585 
SDY SPDR S&P Dividend ETF
+0.76%
+$21,289.82 
ECL Ecolab Inc.
+0.72%
+$5,780.97 
GD General Dynamics Corporation
+0.67%
+$9,696.96 
ACN Accenture plc Class A
+0.66%
+$5,380.24 
OGE Oge Energy Corp.
+0.64%
+$9,292.2 
IEX IDEX Corporation
+0.6%
+$27,085.63 
HD The Home Depot, Inc.
+0.54%
+$5,219.97 
AAPL Apple Inc.
+0.49%
+$66,058.33 
SFD Smithfield Foods, Inc.
+0.44%
+$3,053.76 
EBAY eBay Inc.
+0.4%
+$7,216.24 
DOX Amdocs Limited
+0.39%
+$1,843.45 
AEP American Electric Power Company, Inc.
+0.38%
+$2,614.56 
DVY iShares Select Dividend ETF
+0.37%
+$18,771.12 
THO Thor Industries Inc.
+0.37%
+$5,667.12 
WFC Wells Fargo & Company
+0.2%
+$1,552.96 
NEE NextEra Energy, Inc.
+0.19%
+$3,537.6 
NVO Novo Nordisk A/S Sponsored ADR
+0.16%
+$1,461 
HON Honeywell International Inc.
+0.15%
+$736.07 
PEG Public Service Enterprise Group Incorporated
+0.13%
+$618.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.11%
+$2,661.78 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$365.68 
IEI iShares 3-7 Year Treasury Bond ETF
+0.04%
+$307.5 
MBB iShares MBS ETF
+0.03%
+$1,094.73 
HBI Hanesbrands Inc.
0%
$0 
TUP Tupperware Brands Corporation
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
ALXN Alexion Pharmaceuticals Inc
0%
$0 
UTX United Technologies Corp
0%
$0 
VIAB Viacom Inc
0%
$0 BHI
BHI
0%
$0 MON
MON
0%
$0 NFX
NFX
0%
$0 CBI
CBI
0%
$0 EMC
EMC
0%
$0 PCLN
PCLN
0%
$0 ACE
ACE
0%
$0 SWY
SWY
0%
$0 MHFI
MHFI
0%
$0 ESRX
ESRX
0%
$0 COV
COV
0%
$0 6107
6107SC
0%
$0 MWV
MWV
0%
$0 NE
NE
0%
$0 MILL
MILLQ
0%
$0 GOOG
GOOGL
0%
$0 NWSA
NWSA
0%
$0 REM
REM
0%
$0 SWS
SWS
0%
$0 UNS
UNS
0%
$0 
ORCL Oracle Corporation
-8.83%
-$143,451 
FCX Freeport-McMoRan Inc.
-3.87%
-$19,367.6 
WCC Wesco International Inc.
-3.15%
-$58,738.55 
EQT EQT Corporation
-3.09%
-$27,050.19 
QCOM QUALCOMM Incorporated
-2.4%
-$32,270.64 
IWO iShares Russell 2000 Growth ETF
-2.35%
-$20,112.66 
IWF iShares Russell 1000 Growth ETF
-2.24%
-$181,317 
EEM iShares MSCI Emerging Markets ETF
-2.05%
-$8,974.8 
PII Polaris Inc.
-1.98%
-$8,036.58 
IWM iShares Russell 2000 ETF
-1.93%
-$13,751.43 
LECO Lincoln Electric Holdings, Inc.
-1.81%
-$21,624.68 
AMG Affiliated Managers Group Inc.
-1.8%
-$76,806.36 
MSFT Microsoft Corp.
-1.8%
-$241,892.09 
FLS Flowserve Corporation
-1.78%
-$27,146.25 
AMZN Amazon.com Inc
-1.74%
-$83,339.96 
TKR Timken Co.
-1.71%
-$64,992.77 
PNR Pentair plc
-1.62%
-$25,573.66 
LKQ LKQ Corporation
-1.62%
-$3,538.44 
IAU iShares Gold Trust
-1.51%
-$8,038.16 
GLD SPDR Gold Shares
-1.49%
-$34,108.52 
EMR Emerson Electric Co.
-1.48%
-$24,458.92 
DSI iShares MSCI KLD 400 Social ETF
-1.44%
-$29,910.8 
IJH iShares Core S&P Mid-Cap ETF
-1.35%
-$19,082.25 
PCG PG&E Corporation
-1.35%
-$982.44 
APA APA Corporation
-1.33%
-$4,462.72 
VWO Vanguard FTSE Emerging Markets ETF
-1.31%
-$11,602.5 
IBM International Business Machines Corporation
-1.26%
-$5,990.97 
CSCO Cisco Systems, Inc.
-1.24%
-$40,271.66 
ACM Aecom
-1.24%
-$15,775.3 
PFF iShares Preferred and Income Securities ETF
-1.23%
-$14,950.44 
ACWI iShares MSCI ACWI ETF
-1.21%
-$8,885.2 
V Visa Inc. Class A
-1.17%
-$57,967.73 
DAR Darling Ingredients Inc.
-1.14%
-$37,296.72 
HSBC HSBC Holdings plc Sponsored ADR
-0.99%
-$8,431.8 
HUBB Hubbell Inc.
-0.95%
-$11,646.24 
VNQ Vanguard Real Estate ETF
-0.87%
-$5,948.7 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.84%
-$15,644.52 
WU Western Union Co.
-0.82%
-$2,026.75 
HTH Hilltop Holdings Inc.
-0.79%
-$99,469.13 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.77%
-$17,867.36 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.76%
-$3,892 
AGCO AGCO Corporation
-0.69%
-$16,495.34 
DVN Devon Energy Corporation
-0.58%
-$1,168.7 
NDSN Nordson Corporation
-0.56%
-$19,768.99 
XLF Financial Select Sector SPDR Fund
-0.55%
-$32,795.32 
MDU MDU Resources Group, Inc.
-0.54%
-$4,845.56 
TBF ProShares Short 20+ Year Treasury
-0.53%
-$980 
SRE Sempra
-0.46%
-$3,239.12 
TRN Trinity Industries Inc.
-0.46%
-$10,885.2 
GNTX Gentex Corporation
-0.43%
-$2,932.2 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.36%
-$6,950.44 
XLU Utilities Select Sector SPDR Fund
-0.36%
-$14,406.9 
IDV iShares International Select Dividend ETF
-0.33%
-$1,859.5 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-0.29%
-$535.55 
GE General Electric Company
-0.2%
-$2,760.45 
EMN Eastman Chemical Company
-0.19%
-$577.8 
BR Broadridge Financial Solutions, Inc.
-0.11%
-$6,168.4 
XLB Materials Select Sector SPDR Fund
-0.1%
-$803.1 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.06%
-$1,240.65 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1,679.52 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$216.18 
AGZ iShares Agency Bond ETF
-0.01%
-$54 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 138 | Longs Won 93/138 67% | Profit Factor 24.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.11M |
| Average Win $1.64M | Best Trade (Oct 15) $12.66M | Sharpe Ratio 0 |
| Average Loss -$139,953.77 | Worst Trade (Oct 15) -$1.99M | Z-Score 6.2 (100%) |
| Commissions $0 | Avg. Trade Length 13y 9m 3w | Expectancy $1.06M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,783 | 1,604 | 1,426 | 1,248 | 1,070 | 891 | 713 | 535 | 357 | 178 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6107 6107SC | 28,683 | $1.13M | $1.13M | - | - | - | 0.0 |
| AAPL Apple Inc. | 39,088 | $742,007.5 | $13.41M | - | $12.66M | 1,706.67% | +0.495% |
| ACE ACE | 2,988 | $238,000 | $238,000 | - | - | - | 0.0 |
| ACM Aecom | 21,610 | $514,000 | $1.26M | - | $746,943.5 | 145.32% | -1.236% |
| ACN Accenture plc Class A | 3,843 | $256,000 | $826,091.32 | - | $570,091.32 | 222.69% | +0.656% |
| ACWI iShares MSCI ACWI ETF | 4,580 | $220,000 | $727,075 | - | $507,075 | 230.49% | -1.207% |
| AEP American Electric Power Company, Inc. | 5,447 | $232,000 | $687,030.11 | - | $455,030.11 | 196.13% | +0.382% |
| AGCO AGCO Corporation | 22,291 | $1.09M | $2.38M | - | $1.29M | 117.57% | -0.688% |
| AGZ iShares Agency Bond ETF | 3,600 | $408,000 | $383,184 | - | -$24,816 | -6.08% | -0.014% |
| ALXN Alexion Pharmaceuticals Inc | 2,177 | $204,000 | $204,000 | - | - | - | 0.0 |
| AMG Affiliated Managers Group Inc. | 11,229 | $1.46M | $4.18M | - | $2.72M | 185.85% | -1.805% |
| AMZN Amazon.com Inc | 18,520 | $232,000.04 | $4.71M | - | $4.47M | 1,928.26% | -1.74% |
| APA APA Corporation | 6,973 | $546,996.98 | $330,311.01 | - | -$216,685.97 | -39.61% | -1.333% |
| BHI BHI | 10,695 | $437,000 | $437,000 | - | - | - | 0.0 |
| BMY Bristol-Myers Squibb Company | 9,106 | $296,000 | $539,803.68 | - | $243,803.68 | 82.37% | +4.606% |
| BR Broadridge Financial Solutions, Inc. | 34,267 | $784,000 | $5.77M | - | $4.98M | 635.43% | -0.107% |
| BRK-B Berkshire Hathaway Inc. | 3,827 | $343,000 | $2.02M | - | $1.67M | 487.83% | +1.202% |
| BSV Vanguard Short-Term Bond ETF | 9,142 | $740,000 | $698,540.22 | - | -$41,459.78 | -5.6% | +0.052% |
| CBI CBI | 26,577 | $1.23M | $1.23M | - | - | - | 0.0 |
| CNC Centene Corporation | 109,820 | $1.13M | $7.7M | - | $6.58M | 584.29% | +1.888% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Corey G. Prestidge?
The largest contributions to the portfolio's profits come from the following stocks: Hilltop Holdings Inc - $1.71M, iShares J.P. Morgan USD Emerging Markets Bond ETF - $1.64M, iShares Select Dividend ETF - $1.59M, iShares iBoxx $ High Yield Corporate Bond ETF - $1.52M, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.34M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Corey G. Prestidge's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.3M earned over time. The largest contributors to dividend income include Hilltop Holdings Inc - $1.71M, iShares J.P. Morgan USD Emerging Markets Bond ETF - $1.64M, iShares Select Dividend ETF - $1.59M, iShares iBoxx $ High Yield Corporate Bond ETF - $1.52M, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.34M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Corey G. Prestidge's monthly returns?
Corey G. Prestidge's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Corey G. Prestidge's strategy be considered aggressive or moderate?
Corey G. Prestidge'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 Corey G. Prestidge's strategy?
Corey G. Prestidge'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.
2026 © Marketlog. All Rights Reserved.
