SAL
Sylvest Advisors LLC Portfolio
Invests via Sylvest Advisors LLC | Managed by Thomas E. Murphy, Susan Ann Sylvest
Invests via Sylvest Advisors LLC
Managed by Thomas E. Murphy, Susan Ann Sylvest
Automatically Tracked
Company Profile
Advises institutional and family-office clients on credit and structured credit strategies across U.S. and European markets, deploying capital through commingled funds and separate accounts. Sylvest Advisors LLC employs opportunistic credit selection, liability-aware portfolio construction and active credit research to target yield enhancement and downside protection. Relevant to investors seeking private credit exposure with flexible maturities and covenant diligence.
Advises institutional and family-office clients on credit and structured credit strategies across U.S. and European markets, deploying capital through commingled funds and separate accounts. Sylvest Advisors LLC employs opportunistic credit selection, liability-aware portfolio construction and active credit research to target yield enhancement and downside protection. Relevant to investors seeking private credit exposure with flexible maturities and covenant diligence.
Investment Philosophy & Strategy
Specializes in opportunistic credit and structured-credit investments across U.S. and European markets, combining liability-aware portfolio construction with active credit research. Prioritizes yield enhancement with downside protection via selective origination, covenant diligence and flexible maturities; deploys capital through commingled funds and separate accounts. Targets institutional and family-office mandates with pragmatic risk controls and opportunistic trove allocation during dislocations.
Specializes in opportunistic credit and structured-credit investments across U.S. and European markets, combining liability-aware portfolio construction with active credit research. Prioritizes yield enhancement with downside protection via selective origination, covenant diligence and flexible maturities; deploys capital through commingled funds and separate accounts. Targets institutional and family-office mandates with pragmatic risk controls and opportunistic trove allocation during dislocations.
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:
1.74%
Gain
Monthly
0.09%
Yearly
1.12%
Drawdown
19.98%
$209M
Equity
Holdings
$209M
Investment
$170.82M
$41.01M
Profit -$1.47M
Realized
$2.82M
Unrealized
$38.19M
Dividends
$4.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.47M
Win %
74%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$1.85M
Win %
74%
This Month
Compared to last month
Gain
-0.18%
Profit
-$375,998.75
Win %
74%
This Year
Compared to last year
Gain
11.14%
Profit
$20.95M
Win %
75%
TRV The Travelers Companies, Inc.
+7.08%
+$41,509.87 
MO Altria Group, Inc.
+2.86%
+$22,189.53 
WMT Walmart Inc.
+2.56%
+$14,770.56 
MRK Merck & Co., Inc.
+2.49%
+$37,375.98 
DMC Fresh Del Monte Produce Inc.
+2.25%
+$17,264.28 
XOM Exxon Mobil Corporation
+2.23%
+$9,926.7 
BMY Bristol-Myers Squibb Company
+2.23%
+$18,588.15 
CVX Chevron Corporation
+2.15%
+$10,794.99 
JNJ Johnson & Johnson
+2.1%
+$30,624.75 
MRSH Marsh & McLennan Companies, Inc.
+1.86%
+$12,451.92 
PPG PPG Industries Inc.
+1.78%
+$15,881.53 
PG Procter & Gamble Co
+1.66%
+$5,393.99 
CMCSA Comcast Corp
+1.62%
+$5,269.29 
AMGN Amgen Inc.
+1.54%
+$18,000.84 
HSY The Hershey Company
+1.44%
+$12,705.84 
ACN Accenture plc Class A
+1.33%
+$6,222.32 
PRI Primerica Inc.
+1.31%
+$8,200.02 
ZTS Zoetis Inc.
+1.21%
+$6,688.56 
PKG Packaging Corporation of America
+1.11%
+$6,648.2 
G Genpact Ltd.
+1.02%
+$5,729.92 
COWZ Pacer US Cash Cows 100 ETF
+0.97%
+$139,081.32 
VNQ Vanguard Real Estate ETF
+0.84%
+$14,353.92 
DOX Amdocs Limited
+0.76%
+$3,234 
USB U.S. Bancorp
+0.69%
+$5,464.15 
MCD McDonald's Corporation
+0.68%
+$1,470.46 
UPS United Parcel Service, Inc.
+0.66%
+$3,623.62 
SSNC SS&C Technologies Holdings Inc.
+0.61%
+$3,695.85 
CSL Carlisle Companies Inc.
+0.42%
+$2,970.87 
DPZ Domino's Pizza Inc.
+0.4%
+$2,034.49 
MOS Mosaic Company
+0.35%
+$1,772.8 
TTC The Toro Company
+0.33%
+$2,774.31 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$2,265.65 
IWD iShares Russell 1000 Value ETF
+0.22%
+$66,002.04 
AAPL Apple Inc.
+0.19%
+$11,189.58 
DCI Donaldson Company, Inc.
+0.18%
+$1,470.72 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$242.19 
IAU iShares Gold Trust
+0.09%
+$196 
ISRG Intuitive Surgical, Inc.
-9.51%
-$39,002.22 
NVDA NVIDIA Corporation
-4.32%
-$24,623.5 
GOOGL Alphabet Inc
-3.67%
-$40,791.66 
JEF Jefferies Financial Group Inc.
-3.65%
-$21,074.46 
GOOG Alphabet Inc
-3.55%
-$34,602.8 
TSLA Tesla, Inc.
-3.42%
-$25,364.58 
CAT Caterpillar Inc.
-3.23%
-$10,684.18 
AVEM Avantis Emerging Markets Equity ETF
-3.14%
-$234,140.96 
IWF iShares Russell 1000 Growth ETF
-2.93%
-$613,766.6 
GS The Goldman Sachs Group, Inc.
-2.8%
-$9,192 
QCOM QUALCOMM Incorporated
-2.47%
-$22,683.48 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.61%
-$190,124.19 
ORCL Oracle Corporation
-1.54%
-$8,255.02 
FYC First Trust Small Cap Growth Fund
-1.49%
-$15,360.55 
MSFT Microsoft Corp.
-1.49%
-$118,940.11 
SCHF Schwab International Equity ETF
-1.45%
-$341,302.52 
AMZN Amazon.com Inc
-1.41%
-$6,135.48 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.31%
-$3,223.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.28%
-$16,634.1 
FNY First Trust Mid Cap Growth Fund
-1.26%
-$24,515.47 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$60,955.01 
TROW T. Rowe Price Group, Inc.
-1.09%
-$10,015.53 
AVUS Avantis U.S. Equity ETF
-1.03%
-$3,643.75 
V Visa Inc. Class A
-1.02%
-$3,974.02 
FFIN First Financial Bankshares Inc.
-0.88%
-$2,906.88 
RY Royal Bank of Canada
-0.76%
-$2,044.55 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$72,146.04 
VO Vanguard Mid-Cap ETF
-0.32%
-$59,533.76 
NTAP NetApp, Inc.
-0.3%
-$4,411.32 
AVUV Avantis U.S. Small Cap Value ETF
-0.23%
-$13,743.1 
PRF Invesco FTSE RAFI US 1000 ETF
-0.2%
-$1,197.79 
EZM WisdomTree U.S. MidCap Fund
-0.08%
-$3,413.64 
TNC Tennant Company
-0.07%
-$515.64 Events
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Dividends
Dividend Analysis
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| Trades 386 | Longs Won 269/386 69% | Profit Factor 11.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $562,729.82 |
| Average Win $167,153.98 | Best Trade (Jul 15) $7.17M | Sharpe Ratio -254.18 |
| Average Loss -$33,834.63 | Worst Trade (Jul 10) -$682,098.87 | Z-Score 6.33 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $106,232.56 |
| 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 | 6,173 | 5,556 | 4,938 | 4,321 | 3,704 | 3,086 | 2,469 | 1,852 | 1,235 | 617 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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