FJL
Frank J. Lapinsky Portfolio
Invests via AmeriServ Wealth Advisors | Managed by Frank J. Lapinsky
Invests via AmeriServ Wealth Advisors
Managed by Frank J. Lapinsky
Automatically Tracked
Frank J. Lapinsky Profile
Frank J. Lapinsky is an experienced turnaround leader known for transforming underperforming companies into competitive market players. With a robust background in corporate management and strategic oversight, he has played pivotal roles across various industries, enhancing operational efficiencies and fostering growth. His expertise in identifying value-creating opportunities positions him as a significant figure in the investment community, particularly within distressed asset scenarios. Having held leadership positions at several firms, he emphasizes strong governance principles while driving innovation and expansion initiatives that align with market demands.
Frank J. Lapinsky is an experienced turnaround leader known for transforming underperforming companies into competitive market players. With a robust background in corporate management and strategic oversight, he has played pivotal roles across various industries, enhancing operational efficiencies and fostering growth. His expertise in identifying value-creating opportunities positions him as a significant figure in the investment community, particularly within distressed asset scenarios. Having held leadership positions at several firms, he emphasizes strong governance principles while driving innovation and expansion initiatives that align with market demands.
Investment Philosophy & Strategy
In a landscape marked by fluctuating economic conditions, Frank J. Lapinsky adopts an entrepreneurial lens that prioritizes operational excellence and strategic pivots. His extensive experience in corporate governance informs investment decisions that seek to unlock potential within undervalued assets. With a focus on leveraging innovation, he strives to reposition struggling entities through actionable insights and agile management practices. This proactive approach not only mitigates risks but also enhances competitive standing in the marketplace, driving sustainable growth over the long term.
In a landscape marked by fluctuating economic conditions, Frank J. Lapinsky adopts an entrepreneurial lens that prioritizes operational excellence and strategic pivots. His extensive experience in corporate governance informs investment decisions that seek to unlock potential within undervalued assets. With a focus on leveraging innovation, he strives to reposition struggling entities through actionable insights and agile management practices. This proactive approach not only mitigates risks but also enhances competitive standing in the marketplace, driving sustainable growth over the long term.
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:
46.96%
Gain -0.02%
Monthly
0.32%
Yearly
3.9%
Drawdown
14.5%
$498.41M
Equity
Holdings
$498.41M
Investment
$178.76M
$319.65M
Profit -$100,315.55
Realized
-$0
Unrealized
$319.65M
Dividends
$102.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$100,315.55
Win %
69%
This Week
Compared To Last Week
Gain
-1.65%
Profit
-$8.35M
Win %
69%
This Month
Compared to last month
Gain
-0.9%
Profit
-$4.53M
Win %
69%
This Year
Compared to last year
Gain
15.23%
Profit
$65.89M
Win %
69%
IP International Paper Company
+7.48%
+$14,046.01 
AON Aon plc
+4.57%
+$197,512.41 
KMB Kimberly-Clark Corporation
+4.23%
+$14,565.29 
HD The Home Depot, Inc.
+3.34%
+$127,560.68 
CI The Cigna Group
+3.34%
+$130,545 
VMC Vulcan Materials Company
+3.32%
+$213,465 
BMY Bristol-Myers Squibb Company
+3.27%
+$72,154.01 
ADP Automatic Data Processing Inc.
+2.86%
+$345,002.09 
HSY The Hershey Company
+2.66%
+$144,681.25 
PPG PPG Industries Inc.
+2.37%
+$112,871.7 
WMT Walmart Inc.
+2.31%
+$126,218.58 
ABT Abbott Laboratories
+2.28%
+$31,923.2 
MCD McDonald's Corporation
+2.25%
+$89,142 
IBM International Business Machines Corporation
+2.19%
+$67,033.8 
DIS The Walt Disney Company
+2.12%
+$39,913.47 
AIG American International Group Inc.
+1.94%
+$1,603.46 
PFE Pfizer Inc.
+1.87%
+$86,201.84 
FULT Fulton Financial Corporation
+1.85%
+$9,953.44 
LMT Lockheed Martin Corporation
+1.75%
+$128,938.56 
ALL Allstate Corporation
+1.69%
+$40,219.2 
MRK Merck & Co., Inc.
+1.42%
+$150,288.81 
FITB Fifth Third Bancorp
+1.38%
+$12,227.25 
MSFT Microsoft Corp.
+1.24%
+$1.07M 
BA Boeing Company
+1.12%
+$23,381 
BEN Franklin Resources Inc.
+1.06%
+$37,001.25 
PEP PepsiCo, Inc.
+0.99%
+$23,970.46 
PG Procter & Gamble Co
+0.95%
+$134,770.5 
JNJ Johnson & Johnson
+0.94%
+$172,288.2 
KO The Coca-Cola Company
+0.79%
+$60,247.82 
BAC Bank of America Corporation
+0.72%
+$30,238.58 
GE General Electric Company
+0.71%
+$47,212.02 
DD DuPont de Nemours, Inc.
+0.71%
+$23,321.64 
UNP Union Pacific Corporation
+0.57%
+$34,874.21 
AFL Aflac Inc.
+0.41%
+$6,115.2 
GS The Goldman Sachs Group, Inc.
+0.33%
+$103,590.86 
HON Honeywell International Inc.
+0.08%
+$4,016.85 
PNC The PNC Financial Services Group, Inc.
+0.07%
+$2,712.5 
SPY SPDR S&P 500 ETF Trust
+0.06%
+$1,507.5 
SFE Safeguard Scientifics, Inc.
0%
$0 
DDAIF Daimler AG
0%
$0 
FDC First Data Corp
0%
$0 
UN Unilever NV
0%
$0 TYC
TYC
0%
$0 0236
02364J104
0%
$0 BLS
BLS
0%
$0 MOT
MOT
0%
$0 SBC
SBC
0%
$0 7844
78442A109
0%
$0 0019
001957109
0%
$0 9285
92857T107
0%
$0 CFC
CFC
0%
$0 1616
16161A108
0%
$0 2044
204493100
0%
$0 3373
337358105
0%
$0 SPLS
SPLS
0%
$0 SGP
SGP
0%
$0 CA
CA
0%
$0 RD
RD
0%
$0 MEL
MEL
0%
$0 S
S
0%
$0 HNZ
HNZ
0%
$0 EDS
EDS
0%
$0 TLAB
TLAB
0%
$0 5526
55268B106
0%
$0 LU
LU
0%
$0 0488
048825103
0%
$0 9344
934488107
0%
$0 6168
616880100
0%
$0 8816
881694103
0%
$0 WWY
WWY
0%
$0 ELN
ELN
0%
$0 4568
456866102
0%
$0 ICGE
ICGE
0%
$0 6565
656569100
0%
$0 9128
91288L105
0%
$0 0266
026609107
0%
$0 KDN
KDN
0%
$0 AC
AC
0%
$0 WL
WL
0%
$0 HPQ
HPQ
0%
$0 RTRS
RTRSY
0%
$0 AIB
AIB
0%
$0 1667
166751107
0%
$0 4851
485170104
0%
$0 3623
362320103
0%
$0 6040
604059105
0%
$0 2839
283905107
0%
$0 8873
887315109
0%
$0 1567
15677T106
0%
$0 2527
252762109
0%
$0 1248
124875105
0%
$0 4802
480236108
0%
$0 6708
67082B105
0%
$0 SCAI
SCAI
0%
$0 9172
917294100
0%
$0 7181
718154107
0%
$0 0778
077853109
0%
$0 7414
741477103
0%
$0 8525
852559103
0%
$0 5115
511557100
0%
$0 1708
17081A103
0%
$0 2539
253909105
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.45 
CSCO Cisco Systems, Inc.
-4.16%
-$355,601.4 
INTC Intel Corporation
-4.09%
-$780,025.2 
AMAT Applied Materials, Inc.
-3.68%
-$1.95M 
KLIC Kulicke & Soffa Industries, Inc.
-3.21%
-$54,792.5 
ETN Eaton Corporation plc
-2.27%
-$124,010.36 
TXN Texas Instruments Inc
-1.92%
-$313,470 
SLB Schlumberger Limited
-1.83%
-$41,907.2 
KMT Kennametal Inc.
-1.52%
-$39,715 
XRX Xerox Holdings Corporation
-1.48%
-$2,025.32 
XOM Exxon Mobil Corporation
-1.3%
-$270,658.08 
FNMA Fannie Mae
-0.95%
-$1,419 
MS Morgan Stanley
-0.9%
-$75,716.85 
TTE TotalEnergies SE
-0.75%
-$5,483.7 
EMR Emerson Electric Co.
-0.56%
-$6,840 
BP BP p.l.c. Sponsored ADR
-0.29%
-$1,368.92 
C Citigroup Inc.
-0.04%
-$182.03 
CL Colgate-Palmolive Company
-0.01%
-$423 Events
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Dividends
Dividend Analysis
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| Trades 120 | Longs Won 49/120 40% | Profit Factor 23.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.01M |
| Average Win $6.81M | Best Trade (Oct 15) $77.92M | Sharpe Ratio -75.91 |
| Average Loss -$197,243.19 | Worst Trade (Oct 14) -$3.93M | Z-Score -1.8 (94.48%) |
| Commissions $0 | Avg. Trade Length 26y 9m 3w 4d | Expectancy $2.66M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 3.28% |
| Consecutive Losing Trades | 2,525 | 2,273 | 2,020 | 1,768 | 1,515 | 1,263 | 1,010 | 758 | 505 | 253 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 22,701 | $1.15M | $1.15M | - | - | - | 0.0 |
| 0236 02364J104 | 3,040 | $231,000 | $231,000 | - | - | - | 0.0 |
| 0266 026609107 | 22,875 | $898,000 | $898,000 | - | - | - | 0.0 |
| 0488 048825103 | 2,550 | $221,000 | $221,000 | - | - | - | 0.0 |
| 0778 077853109 | 30,982 | $1.91M | $1.91M | - | - | - | 0.0 |
| 1248 124875105 | 30,075 | $1.31M | $1.31M | - | - | - | 0.0 |
| 1567 15677T106 | 40,895 | $882,000 | $882,000 | - | - | - | 0.0 |
| 1616 16161A108 | 6,350 | $493,000 | $493,000 | - | - | - | 0.0 |
| 1667 166751107 | 3,000 | $260,000 | $260,000 | - | - | - | 0.0 |
| 1708 17081A103 | 15,500 | $325,000 | $325,000 | - | - | - | 0.0 |
| 2044 204493100 | 53,718 | $1.45M | $1.45M | - | - | - | 0.0 |
| 2527 252762109 | 10,185 | $875,000 | $875,000 | - | - | - | 0.0 |
| 2539 253909105 | 14,900 | $105,000 | $105,000 | - | - | - | 0.0 |
| 2839 283905107 | 7,500 | $291,000 | $291,000 | - | - | - | 0.0 |
| 3373 337358105 | 6,309 | $208,000 | $208,000 | - | - | - | 0.0 |
| 3623 362320103 | 10,050 | $709,000 | $709,000 | - | - | - | 0.0 |
| 4568 456866102 | 6,050 | $333,000 | $333,000 | - | - | - | 0.0 |
| 4802 480236108 | 5,750 | $250,000 | $250,000 | - | - | - | 0.0 |
| 4851 485170104 | 21,750 | $1.62M | $1.62M | - | - | - | 0.0 |
| 5115 511557100 | 10,300 | $359,000 | $359,000 | - | - | - | 0.0 |
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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 Frank J. Lapinsky?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $12.36M, Exxon Mobil Corporation - $7.27M, Microsoft Corp - $5.91M, Procter & Gamble Co - $5.36M, and Johnson & Johnson - $5.2M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Frank J. Lapinsky's portfolio generate?
The portfolio generates substantial dividend income, with a total of $102.54M earned over time. The largest contributors to dividend income include General Electric Company - $12.36M, Exxon Mobil Corporation - $7.27M, Microsoft Corp - $5.91M, Procter & Gamble Co - $5.36M, and Johnson & Johnson - $5.2M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Frank J. Lapinsky's monthly returns?
Frank J. Lapinsky'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 Frank J. Lapinsky's strategy be considered aggressive or moderate?
Frank J. Lapinsky'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 Frank J. Lapinsky's strategy?
Frank J. Lapinsky'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.
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