DF
David Foley Portfolio
Invests via Estabrook Capital Management | Managed by David Foley
Invests via Estabrook Capital Management
Managed by David Foley
Automatically Tracked
David Foley Profile
With a diverse background in financial leadership, David Foley has established himself as a pivotal figure in corporate governance and operational strategy. His career includes notable tenures within various sectors, demonstrating an adeptness at driving organizational efficiency and growth. By spearheading transformative initiatives, he has successfully navigated complex challenges faced by companies aiming for sustainable advancement. His expertise enhances stakeholder relations and aligns business objectives with market opportunities, ensuring that enterprises thrive amid changing economic landscapes.
With a diverse background in financial leadership, David Foley has established himself as a pivotal figure in corporate governance and operational strategy. His career includes notable tenures within various sectors, demonstrating an adeptness at driving organizational efficiency and growth. By spearheading transformative initiatives, he has successfully navigated complex challenges faced by companies aiming for sustainable advancement. His expertise enhances stakeholder relations and aligns business objectives with market opportunities, ensuring that enterprises thrive amid changing economic landscapes.
Investment Philosophy & Strategy
With an eye toward fostering operational excellence, David Foley applies his extensive leadership experience to investment decision-making. His approach prioritizes transformative opportunities, leveraging insights gained from diverse sector engagements to identify high-potential assets. By focusing on scalable innovations, he seeks investments that not only promise substantial returns but also contribute positively to their respective markets. Emphasizing a proactive stance in adapting to industry shifts, he carefully aligns his strategies with long-term growth trajectories and evolving consumer demands.
With an eye toward fostering operational excellence, David Foley applies his extensive leadership experience to investment decision-making. His approach prioritizes transformative opportunities, leveraging insights gained from diverse sector engagements to identify high-potential assets. By focusing on scalable innovations, he seeks investments that not only promise substantial returns but also contribute positively to their respective markets. Emphasizing a proactive stance in adapting to industry shifts, he carefully aligns his strategies with long-term growth trajectories and evolving consumer demands.
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:
51.56%
Gain -0.03%
Monthly
0.4%
Yearly
4.92%
Drawdown
13.89%
$761.07M
Equity
Holdings
$761.07M
Investment
$526.54M
$255.57M
Profit -$334,150.56
Realized
-$225.85M
Unrealized
$481.42M
Dividends
$751.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$334,150.56
Win %
77%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$334,150.56
Win %
77%
This Month
Compared to last month
Gain
2.47%
Profit
$18.36M
Win %
77%
This Year
Compared to last year
Gain
3.83%
Profit
$28.11M
Win %
78%
BVERS Beaver Coal Company Limited
+14.29%
+$14,000 
INTC Intel Corporation
+5.14%
+$125,460.72 
STX Seagate Technology Holdings plc
+4.31%
+$3,496.31 
MU Micron Technology, Inc.
+4.3%
+$52,877.96 
AMD Advanced Micro Devices, Inc.
+3.89%
+$41,490.08 
KLAC KLA Corporation
+3.64%
+$2,657.6 
HPE Hewlett Packard Enterprise Company
+3.31%
+$11,680 
Q Qnity Electronics Inc.
+3.1%
+$30,780.84 
TWLO Twilio Inc.
+3.1%
+$1,892.5 
MKSI MKS Instruments Inc.
+3.08%
+$1,655 
PGNY Progyny Inc.
+2.94%
+$790 
ROC Rank One Computing Corporation
+2.6%
+$9.5 
QCOM QUALCOMM Incorporated
+2.56%
+$85,038.8 
GLW Corning Incorporated
+2.43%
+$244,140.87 
AMZN Amazon.com Inc
+2.4%
+$175,069.73 
MARA MARA Holdings Inc
+2.32%
+$350 
VGENX Vanguard Energy Fund Investor Shares
+2.26%
+$175 
COHR Coherent Corp.
+2.22%
+$154.8 
AVGO Broadcom Inc.
+2.11%
+$1,731.25 
APH Amphenol Corporation
+1.98%
+$376.8 
RGR Sturm, Ruger & Company, Inc.
+1.96%
+$85 
HUM Humana Inc.
+1.89%
+$2,592.92 
PSX Phillips 66
+1.86%
+$15,933.73 
TSLA Tesla, Inc.
+1.76%
+$1,029.6 
TNK Teekay Tankers Ltd
+1.69%
+$1,968 
UNH UnitedHealth Group Incorporated
+1.47%
+$54,070.68 
TDW Tidewater Inc.
+1.32%
+$10,290 
PRNEX T. Rowe Price New Era Fund
+1.31%
+$185.85 
ORCL Oracle Corporation
+1.29%
+$4,634.72 
OXY-WT Occidental Petroleum Corporation
+1.29%
+$6.76 
MNST Monster Beverage Corporation
+1.28%
+$117 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+1.19%
+$196.8 
SOLS Sollensys Corp
+1.17%
+$6,142.38 
SHOP Shopify Inc.
+1.07%
+$455 
STLD Steel Dynamics Inc.
+1.06%
+$102 
BIIB Biogen Inc.
+1.04%
+$4,820.02 
DKNG DraftKings Inc.
+1.03%
+$64.35 
HPQ HP Inc.
+1%
+$2,820 
BNTX BioNTech SE
+0.96%
+$420 
JCI Johnson Controls International plc
+0.93%
+$155.25 
ETN Eaton Corporation plc
+0.92%
+$86,943.88 
OXY Occidental Petroleum Corporation
+0.87%
+$37.8 
ADI Analog Devices, Inc.
+0.82%
+$29,613.6 
DXC Dxc Technology Co.
+0.81%
+$60.39 
GOOG Alphabet Inc
+0.76%
+$41,241.72 
GOOGL Alphabet Inc
+0.75%
+$170,543.22 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.73%
+$209.35 
DNOW Dnow Inc.
+0.67%
+$68.46 
NVGS Navigator Holdings Ltd.
+0.66%
+$21,470.12 
BTX BlackRock Technology and Private Equity Fund
+0.65%
+$1.37 
FANG Diamondback Energy Inc
+0.65%
+$396 
NVDA NVIDIA Corporation
+0.63%
+$23,483.5 
NXPI NXP Semiconductors N.V.
+0.6%
+$19,044 
F-PC Ford Motor Company 6% Notes due
+0.6%
+$550 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+0.58%
+$155.03 
DOW Dow Inc.
+0.57%
+$709.41 
EOG EOG Resources, Inc.
+0.53%
+$8.3 
F-PB Ford Motor Company 6.20% Notes
+0.48%
+$909 
MSFT Microsoft Corp.
+0.48%
+$388,807.61 
TXN Texas Instruments Inc
+0.46%
+$20,655.2 
CNQ Canadian Natural Resources Limited
+0.46%
+$367.5 
WFC-PY Wells Fargo & Company
+0.41%
+$165.6 
BMEZ BlackRock Health Sciences Trust II
+0.38%
+$177.58 
AIG American International Group Inc.
+0.37%
+$5.1 
TEL TE Connectivity plc
+0.37%
+$1,126.32 
UGI UGI Corporation
+0.36%
+$45.08 
WLKP Westlake Chemical Partners LP
+0.34%
+$3.01 
LIN Linde plc
+0.33%
+$1,531.77 
VRTX Vertex Pharmaceuticals Incorporated
+0.31%
+$107.64 
PEP PepsiCo, Inc.
+0.3%
+$9,325.37 
CHPT ChargePoint Holdings, Inc.
+0.29%
+$0.06 
FRBAX John Hancock Regional Bank Fund Class A
+0.28%
+$216.63 
DOCU DocuSign Inc.
+0.27%
+$50 
MRK Merck & Co., Inc.
+0.26%
+$37,272.24 
IFF International Flavors & Fragrances Inc.
+0.26%
+$5.41 
NTIC Northern Technologies International Corporation
+0.26%
+$243.76 
IBM International Business Machines Corporation
+0.24%
+$37,306.64 
CTVA Corteva Inc.
+0.23%
+$1,527.12 
GSK GSK plc Sponsored ADR
+0.2%
+$144.3 
FVDFX Fidelity Value Discovery Fund
+0.2%
+$281.28 
GFI Gold Fields Ltd. Sponsored ADR
+0.19%
+$245 
ABBV AbbVie Inc.
+0.18%
+$6,558.98 
NOW ServiceNow, Inc.
+0.18%
+$12.5 
BLX Banco Latinoamericano de Comercio Exterior, S.A.
+0.17%
+$2,027.7 
BAC-PM Bank of America Corporation
+0.15%
+$270 
BAC-PK Bank of America Corporation
+0.14%
+$60 
GEV GE Vernova Inc.
+0.13%
+$12,520.07 
GILD Gilead Sciences Inc.
+0.12%
+$228 
WAB Wabtec Corporation
+0.12%
+$16.56 
COST Costco Wholesale Corporation
+0.11%
+$36,649.61 
VREX Varex Imaging Corporation
+0.11%
+$9.6 
VSBSX Vanguard Short-Term Treasury Index Fund Admiral Shares
+0.1%
+$15.18 
PFE Pfizer Inc.
+0.1%
+$9,722.97 
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares
+0.1%
+$19.67 
FLPSX Fidelity Low-Priced Stock Fund
+0.1%
+$0.04 
HBANZ Huntington Bancshares Incorporated 5.500% Perpetual Preferred Stock
+0.09%
+$130.31 
T-PA AT&T Inc.
+0.09%
+$60 
WFC-PZ Wells Fargo & Company
+0.09%
+$90 
MCK McKesson Corporation
+0.08%
+$9.88 
WMB The Williams Companies, Inc.
+0.07%
+$7,815.9 
JPM-PL JPMorgan Chase & Co.
+0.07%
+$82.6 
ROK Rockwell Automation, Inc.
+0.06%
+$96 
VTABX Vanguard Total International Bond Index Fund Admiral Shares
+0.05%
+$2.65 
MS-PA Morgan Stanley
+0.05%
+$13.55 
COR Cencora, Inc.
+0.05%
+$30.6 
COP ConocoPhillips
+0.05%
+$8,063.68 
COIN Coinbase Global, Inc.
+0.05%
+$24.24 
AAPL Apple Inc.
+0.03%
+$17,731.17 
TGT Target Corporation
+0.03%
+$601.75 
XOM Exxon Mobil Corporation
+0.03%
+$3,248.86 
BWA BorgWarner Inc.
+0.02%
+$2.18 
AMGN Amgen Inc.
+0.01%
+$561.82 
GRMN Garmin Ltd.
0%
+$5.62 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
PRTXX T. Rowe Price U.S. Treasury Funds, Inc. - T. Rowe Price U.S. Treasury Money Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BML-PJ Bank of America Corporation
0%
$0 
GS-PC The Goldman Sachs Group, Inc. PFD 1/1000 C
0%
$0 G075
G0756R109
0%
$0 9264
92648H867
0%
$0 0558
05588E801
0%
$0 0558
05588E835
0%
$0 CDNP
CDNPL
0%
$0 
AMP Ameriprise Financial, Inc.
-3.76%
-$2,821.5 
ABR Arbor Realty Trust Inc.
-3.35%
-$18.45 
HTO SJW Group
-3.14%
-$1,228.99 
DPZ Domino's Pizza Inc.
-3.08%
-$475.5 
ASPIX Alger Spectra Fund Class I
-2.66%
-$700 
MRP Millrose Properties Inc.
-2.51%
-$6.21 
TECK Teck Resources Ltd.
-2%
-$354.75 
TSCO Tractor Supply Company
-1.99%
-$1,551 
PRNHX T. Rowe Price New Horizons Fund
-1.94%
-$5,853.32 
HONA Honeywell Aerospace Inc.
-1.93%
-$111,967.1 
GIL Gildan Activewear Inc.
-1.91%
-$35.88 
PNR Pentair plc
-1.81%
-$38.8 
SABR Sabre Corporation
-1.79%
-$3 
CLX The Clorox Company
-1.77%
-$285.82 
OLN Olin Corporation
-1.76%
-$68.75 
META Meta Platforms Inc Class A
-1.7%
-$22,850.06 
PLD Prologis Inc.
-1.69%
-$10.6 
FBSOX Fidelity Select Enterprise Technology Services Portfolio
-1.69%
-$143.2 
SWSSX Schwab Small Cap Index Fund
-1.65%
-$577.2 
SNY Sanofi American Depositary Receipt
-1.6%
-$356.85 
FRPH FRP Holdings, Inc.
-1.58%
-$37,387.21 
PRU Prudential Financial, Inc.
-1.54%
-$1,420.86 
TPR Tapestry Inc.
-1.54%
-$555 
SCHW Charles Schwab Corporation
-1.53%
-$796.65 
NFLX Netflix, Inc.
-1.53%
-$491.4 
HII Huntington Ingalls Industries Inc.
-1.53%
-$10,308.6 
PEG Public Service Enterprise Group Incorporated
-1.5%
-$399.11 
FDXF FedEx Freight Holding Company Inc.
-1.49%
-$943.02 
KD Kyndryl Holdings Inc.
-1.48%
-$73.32 
SLB Schlumberger Limited
-1.46%
-$47,688.48 
ARCC Ares Capital Corporation
-1.42%
-$622.75 
LMND Lemonade Inc.
-1.4%
-$310 
EVGO EVgo, Inc.
-1.4%
-$1.95 
LEN Lennar Corporation
-1.36%
-$24.04 
LHX L3Harris Technologies, Inc.
-1.35%
-$3,326.54 
SHW The Sherwin-Williams Company
-1.34%
-$673.5 
OMC Omnicom Group Inc.
-1.3%
-$6,129.97 
RTX RTX Corporation
-1.29%
-$54,589.99 
WFC Wells Fargo & Company
-1.29%
-$123,743.16 
HTGC Hercules Capital Inc.
-1.28%
-$526.26 
PRWAX T. Rowe Price All-Cap Opportunities Fund
-1.27%
-$77.52 
TTD The Trade Desk, Inc. Class A
-1.27%
-$77.5 
CMCSA Comcast Corp
-1.26%
-$264.27 
LOW Lowe's Companies Inc.
-1.25%
-$1,076.62 
NEE NextEra Energy, Inc.
-1.22%
-$42,607.25 
ECL Ecolab Inc.
-1.22%
-$56.16 
FNF Fidelity National Financial, Inc.
-1.21%
-$3,067.62 
AIVSX American Funds Investment Company of America Class A
-1.21%
-$1,034.18 
ANWFX American Funds New Perspective Fund® Class F-2
-1.21%
-$358.2 
ICAFX American Funds Investment Company of America Class F-2
-1.2%
-$1,088.14 
PRITX T. Rowe Price International Stock Fund
-1.18%
-$1,992.87 
NOC Northrop Grumman Corporation
-1.17%
-$53,891.99 
KMB Kimberly-Clark Corporation
-1.12%
-$1,250.8 
CRM Salesforce Inc
-1.11%
-$887.08 
SWPPX Schwab S&P 500 Index Fund
-1.1%
-$3,203.64 
CAVA Cava Group Inc.
-1.09%
-$62.5 
FXAIX Fidelity 500 Index Fund
-1.09%
-$1,811.04 
VFIAX Vanguard 500 Index Fund Admiral Shares
-1.09%
-$2,132.13 
CAT Caterpillar Inc.
-1.09%
-$159 
DE Deere & Company
-1.08%
-$11,737.03 
PM Philip Morris International Inc.
-1.08%
-$408.85 
MTB M&T Bank Corporation
-1.06%
-$6,249.41 
HD The Home Depot, Inc.
-1.04%
-$50,990.85 
WY Weyerhaeuser Company
-1.02%
-$170 
MO Altria Group, Inc.
-1%
-$256.5 
ALL Allstate Corporation
-0.98%
-$18,988.02 
PPL PPL Corporation
-0.97%
-$558.96 
SOFI SoFi Technologies, Inc.
-0.96%
-$88.2 
TXT Textron Inc.
-0.95%
-$1,080 
CL Colgate-Palmolive Company
-0.95%
-$450.34 
PPG PPG Industries Inc.
-0.94%
-$1,723.06 
NVR NVR, Inc.
-0.93%
-$442.4 
INGR Ingredion Inc.
-0.93%
-$63.7 
MCD McDonald's Corporation
-0.91%
-$2,071.26 
VSNT Versant Media Group, Inc.
-0.91%
-$10.4 
KMI Kinder Morgan, Inc.
-0.91%
-$18,505.76 
XIFR Xplr Infrastructure Partners L.P.
-0.91%
-$21.15 
ITW Illinois Tool Works Inc.
-0.9%
-$1,595.75 
DIS The Walt Disney Company
-0.87%
-$10,866.24 
DUK Duke Energy Corporation
-0.86%
-$60,034.8 
DGAGX BNY Mellon Appreciation Fund, Inc. - Investor Shares
-0.86%
-$812.79 
VMC Vulcan Materials Company
-0.85%
-$1,719.6 
XLU Utilities Select Sector SPDR Fund
-0.84%
-$868.68 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.84%
-$72 
DHR Danaher Corporation
-0.82%
-$480.67 
MMM 3M Company
-0.82%
-$1,391.85 
PG Procter & Gamble Co
-0.82%
-$35,234.17 
SRE Sempra
-0.81%
-$43.52 
MLM Martin Marietta Materials, Inc.
-0.81%
-$330.87 
FDS FactSet Research Systems Inc.
-0.8%
-$1,022.13 
JPM JPMorgan Chase & Co.
-0.8%
-$434,743.2 
VZ Verizon Communications Inc.
-0.79%
-$63,340.17 
CMI Cummins Inc.
-0.78%
-$303.68 
TRRNX T. Rowe Price Retirement 2055 Fund
-0.78%
-$1,646.4 
C Citigroup Inc.
-0.78%
-$131,137.21 
LMT Lockheed Martin Corporation
-0.78%
-$112.06 
VTRS Viatris Inc.
-0.78%
-$13,277.07 
CP Canadian Pacific Kansas City Limited
-0.74%
-$62,221.25 
DD DuPont de Nemours, Inc.
-0.74%
-$6,179.52 
ADSK Autodesk, Inc.
-0.73%
-$103.84 
SOLV Solventum Corporation
-0.72%
-$151.28 
BKR Baker Hughes Company
-0.71%
-$5,266.14 
LBRDP Liberty Broadband Corporation 7.00% Series A Cumulative Redeemable Preferred Stock
-0.7%
-$6.2 
VTR Ventas Inc.
-0.7%
-$4.2 
BMY Bristol-Myers Squibb Company
-0.69%
-$3,901.15 
TEPLX Templeton Growth Fund, Inc. Class A
-0.69%
-$117.2 
UNP Union Pacific Corporation
-0.67%
-$111,379.8 
BDX Becton, Dickinson and Company
-0.67%
-$1,373.44 
PCTY Paylocity Holding Corporation
-0.67%
-$77.7 
TRV The Travelers Companies, Inc.
-0.67%
-$1,437.81 
GD General Dynamics Corporation
-0.66%
-$1,003.34 
PNW Pinnacle West Capital Corporation
-0.65%
-$182.25 
NKE Nike, Inc. - Class B
-0.65%
-$10,118.4 
MFC Manulife Financial Corporation
-0.64%
-$1,710 
CARR Carrier Global Corporation
-0.64%
-$4,389.7 
OTIS Otis Worldwide Corporation
-0.63%
-$396.9 
FG F&G Annuities & Life Inc.
-0.61%
-$91.92 
IRM Iron Mountain Inc.
-0.61%
-$4,083.97 
CODI Compass Diversified Holdings
-0.6%
-$123 
SON Sonoco Products Co.
-0.6%
-$190.67 
BA Boeing Company
-0.59%
-$11,847.47 
CB Chubb Limited
-0.59%
-$87,567.01 
B BARRICK MINING CORP Common Stock (ABR0)
-0.59%
-$144 
ABT Abbott Laboratories
-0.59%
-$5,253.33 
SHEL Shell plc
-0.58%
-$5,031.3 
ETR Entergy Corporation
-0.58%
-$506.3 
SF-PB Stifel Financial Corp.
-0.58%
-$730.08 
T AT&T Inc.
-0.58%
-$34,072.11 
JNJ Johnson & Johnson
-0.56%
-$129,196.8 
AEP American Electric Power Company, Inc.
-0.56%
-$71 
CSX CSX Corporation
-0.54%
-$2,412.82 
MDT Medtronic plc
-0.53%
-$45,595.94 
STT State Street Corp
-0.53%
-$1,047.2 
NSC Norfolk Southern Corporation
-0.53%
-$36,632.77 
GM General Motors Company
-0.51%
-$105.35 
ADP Automatic Data Processing Inc.
-0.49%
-$178.75 
RNR Renaissancere Holdings Ltd.
-0.49%
-$20,588.4 
AXP American Express Company
-0.48%
-$107.92 
GE General Electric Company
-0.48%
-$48,429.69 
BNY BlackRock New York Municipal Income Trust
-0.48%
-$32,964.06 
POR Portland General Electric Company
-0.48%
-$160.86 
SBUX Starbucks Corporation
-0.47%
-$17.02 
NWN Northwest Natural Holding Company
-0.47%
-$187.91 
BP BP p.l.c. Sponsored ADR
-0.47%
-$1,175 
CHE Chemed Corporation
-0.46%
-$82.95 
FICO Fair Isaac Corporation
-0.45%
-$34.85 
UPS United Parcel Service, Inc.
-0.45%
-$17.6 
F Ford Motor Company
-0.44%
-$5,053.78 
HIG The Hartford Insurance Group, Inc.
-0.44%
-$33.04 
KO The Coca-Cola Company
-0.43%
-$3,544.8 
ZTS Zoetis Inc.
-0.42%
-$245.56 
FGRIX Fidelity Growth & Income Portfolio
-0.4%
-$358.96 
GL Globe Life Inc.
-0.4%
-$80.4 
TEMFX Templeton Foreign Fund Class A
-0.39%
-$59.32 
ZBH Zimmer Biomet Holdings, Inc.
-0.39%
-$987.9 
TMO Thermo Fisher Scientific Inc.
-0.37%
-$56.32 
WM Waste Management, Inc.
-0.37%
-$519.12 
ASIX AdvanSix Inc.
-0.37%
-$20.7 
OKE ONEOK, Inc.
-0.36%
-$248.88 
SBRA Sabra Health Care REIT, Inc.
-0.36%
-$0.07 
UBER Uber Technologies, Inc.
-0.35%
-$17.5 
GWW W.W. Grainger, Inc.
-0.35%
-$1,412.98 
TDGMW Tidewater Inc. Warrant
-0.35%
-$64.17 
DOV Dover Corporation
-0.34%
-$12,734.69 
AM Antero Midstream Corporation
-0.34%
-$91.77 
XLB Materials Select Sector SPDR Fund
-0.33%
-$140.59 
AFL Aflac Inc.
-0.33%
-$23,083.2 
JLDAX John Hancock Funds II Multimanager 2020 Lifetime Portfolio
-0.33%
-$2,298.39 
SJM The J.M. Smucker Company
-0.33%
-$103.75 
NEM Newmont Corporation
-0.33%
-$543.62 
GEHC GE HealthCare Technologies Inc.
-0.31%
-$5,075.72 
LLY Eli Lilly and Company
-0.29%
-$13,486.31 
USB U.S. Bancorp
-0.29%
-$11,139.25 
SNDA Sonida Senior Living Inc.
-0.28%
-$13.4 
MET MetLife Inc.
-0.28%
-$170.52 
CI The Cigna Group
-0.27%
-$193.52 
ET Energy Transfer L.P.
-0.27%
-$244.81 
VTMGX Vanguard Developed Markets Index Fund Admiral Shares
-0.27%
-$180 
MDLZ Mondelez International, Inc.
-0.25%
-$9,379.52 
NFG National Fuel Gas Company
-0.25%
-$65 
TJX The TJX Companies, Inc.
-0.24%
-$215.84 
IEX IDEX Corporation
-0.24%
-$896 
SAP SAP SE Sponsored ADR
-0.23%
-$14.04 
C-PN Citigroup Capital XIII TR PFD SECS
-0.23%
-$60 
QGEN QIAGEN N.V.
-0.2%
-$189.09 
WMT Walmart Inc.
-0.19%
-$16,637.74 
SCHW-PD The Charles Schwab Corporation
-0.18%
-$453.13 
EIX Edison International
-0.16%
-$377.01 
REGN Regeneron Pharmaceuticals, Inc.
-0.16%
-$317.5 
TM Toyota Motor Corporation
-0.15%
-$63.8 
AZN AstraZeneca PLC American Depositary Shares
-0.14%
-$56.88 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$1,349.81 
WAT Waters Corporation
-0.13%
-$59.95 
REZI Resideo Technologies Inc.
-0.12%
-$4.04 
BAC-PS Bank of America Corporation
-0.12%
-$15 
DODFX Dodge & Cox International Stock Fund Class I
-0.11%
-$46.62 
GS-PA The Goldman Sachs Group, Inc.
-0.1%
-$6.88 
NSRGY Nestle S.A. Sponsored ADR
-0.1%
-$105.69 
AME Ametek Inc.
-0.1%
-$1,176 
BAC Bank of America Corporation
-0.1%
-$14,203.45 
PONAX PIMCO Income Fund Class A
-0.1%
-$29 
JPM-PC JPMorgan Chase & Co
-0.09%
-$105.47 
DCUSX DWS CROCI U.S. Fund - Class S
-0.06%
-$18.94 
DVA DaVita Inc.
-0.05%
-$65 
KSS Kohl's Corporation
-0.05%
-$2.18 
OGN Organon & Co.
-0.04%
-$0.67 
PNC The PNC Financial Services Group, Inc.
-0.03%
-$4,947.32 
CSCO Cisco Systems, Inc.
-0.03%
-$5,211.06 
EPD Enterprise Products Partners L.P.
-0.03%
-$123.9 
V Visa Inc. Class A
-0.02%
-$362.99 
SYK Stryker Corporation
-0.02%
-$355.36 
MS Morgan Stanley
-0.02%
-$33.01 
MA Mastercard Incorporated
-0.01%
-$7.65 
FDX FedEx Corporation
0%
-$11.01 
CVX Chevron Corporation
0%
-$392.7 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 10761 | Longs Won 7113/10761 66% | Profit Factor 1.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $45.08M |
| Average Win $1.01M | Best Trade (Sep 29) $2.42B | Sharpe Ratio -4.47 |
| Average Loss -$1.89M | Worst Trade (Sep 29) -$2.88B | Z-Score -30.44 (100%) |
| Commissions $0 | Avg. Trade Length 3y 8m 1d | Expectancy $23,749.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 96.13% | 97.28% | 97.96% | 98.44% | 98.82% | 99.13% | 99.39% | 99.62% | 99.82% |
| Consecutive Losing Trades | 402 | 362 | 321 | 281 | 241 | 201 | 161 | 121 | 80 | 40 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0558 05588E801 | 63,769 | $1.71M | $1.71M | - | -$731.44 | -0.04% | 0.0 |
| 0558 05588E835 | 10,000 | $51,200.07 | $51,200.07 | - | - | - | 0.0 |
| 9264 92648H867 | 1,233 | $64,890.21 | $65,731.61 | - | $841.4 | 1.3% | 0.0 |
| AAPL Apple Inc. | 177,294 | $11M | $60.91M | - | $49.91M | 453.75% | +0.029% |
| ABBV AbbVie Inc. | 12,861 | $1.28M | $3.68M | - | $2.4M | 188.27% | +0.179% |
| ABR Arbor Realty Trust Inc. | 205 | $2,753.35 | $533 | - | -$2,220.35 | -80.64% | -3.346% |
| ABT Abbott Laboratories | 8,542 | $433,865.75 | $890,717.05 | - | $456,851.3 | 105.3% | -0.586% |
| ADI Analog Devices, Inc. | 9,140 | $414,306.33 | $3.64M | - | $3.23M | 779.53% | +0.819% |
| ADP Automatic Data Processing Inc. | 125 | $12,414.03 | $35,933.75 | - | $23,519.72 | 189.46% | -0.495% |
| ADSK Autodesk, Inc. | 59 | $16,590 | $14,050.26 | - | -$2,539.74 | -15.31% | -0.734% |
| AEP American Electric Power Company, Inc. | 100 | $7,690.02 | $12,643 | - | $4,952.98 | 64.41% | -0.558% |
| AFL Aflac Inc. | 57,708 | $2.53M | $6.9M | - | $4.37M | 173.24% | -0.333% |
| AIG American International Group Inc. | 17 | $872.44 | $1,377.68 | - | $505.24 | 57.91% | +0.372% |
| AIVSX American Funds Investment Company of America Class A | 1,246 | $52,753.67 | $84,428.96 | - | $31,675.29 | 60.04% | -1.21% |
| ALL Allstate Corporation | 7,814 | $399,725.1 | $1.92M | - | $1.52M | 379.82% | -0.98% |
| AM Antero Midstream Corporation | 1,311 | $23,518.79 | $26,967.27 | - | $3,448.48 | 14.66% | -0.339% |
| AMD Advanced Micro Devices, Inc. | 2,018 | $262,275.75 | $1.11M | - | $846,231.83 | 322.65% | +3.888% |
| AME Ametek Inc. | 4,800 | $490,297.77 | $1.19M | - | $699,742.23 | 142.72% | -0.099% |
| AMGN Amgen Inc. | 18,721 | $2.96M | $8.1M | - | $5.14M | 173.86% | +0.007% |
| AMP Ameriprise Financial, Inc. | 150 | $80,059.5 | $72,298.5 | - | -$7,761 | -9.69% | -3.756% |
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 David Foley?
The largest contributions to the portfolio's profits come from the following stocks: UCO - $2.77B, Advant-e Corp - $456.01M, WB - $226.61M, KDN - $196.25M, and MEL - $101.34M. 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: GLF - $1.45B, WFT - $1.11B, WYE - $603.35M, Tiffany & Co - $478.24M, and Q71578100 - $255.94M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Foley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $751.77M earned over time. The largest contributors to dividend income include Advant-e Corp - $456M, General Electric Company - $33.22M, Verizon Communications Inc - $13.21M, JPMorgan Chase & Co - $12.65M, and Microsoft Corp - $10.87M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Foley's monthly returns?
David Foley'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 David Foley's strategy be considered aggressive or moderate?
David Foley's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow David Foley's strategy?
David Foley's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
