CS
Cydney Shapleigh Portfolio
Invests via New Hampshire Trust | Managed by New Hampshire Trust, FCI Advisors
Invests via New Hampshire Trust
Managed by New Hampshire Trust, FCI Advisors
Automatically Tracked
Cydney Shapleigh Profile
Cydney Shapleigh has a distinguished career as an innovative leader in corporate finance and investment analysis. With extensive experience across both the public and private sectors, she leverages her background to drive strategic initiatives that enhance value creation. Known for her keen market insights, Cydney has played a pivotal role in advising organizations on capital structuring and growth opportunities. Her professional journey includes significant roles within renowned firms where she championed operational efficiency and financial performance. In addition to her executive accomplishments, Shapleigh is recognized for fostering relationships that bridge industry knowledge with actionable investment strategies.
Cydney Shapleigh has a distinguished career as an innovative leader in corporate finance and investment analysis. With extensive experience across both the public and private sectors, she leverages her background to drive strategic initiatives that enhance value creation. Known for her keen market insights, Cydney has played a pivotal role in advising organizations on capital structuring and growth opportunities. Her professional journey includes significant roles within renowned firms where she championed operational efficiency and financial performance. In addition to her executive accomplishments, Shapleigh is recognized for fostering relationships that bridge industry knowledge with actionable investment strategies.
Investment Philosophy & Strategy
Market dynamics fuel Cydney Shapleigh's investment philosophy, where her aptitude for identifying transformative opportunities stands out. With a strong foundation in corporate finance and investment analysis, she adopts a value-centric approach to capitalize on underappreciated assets. Emphasizing operational efficiency as a cornerstone of wealth generation, she seeks innovative ways to maximize financial performance while adapting strategies that respond agilely to market fluctuations. Her leadership experience across diverse sectors enhances her ability to structure impactful investments that resonate with evolving industry demands and stakeholder interests.
Market dynamics fuel Cydney Shapleigh's investment philosophy, where her aptitude for identifying transformative opportunities stands out. With a strong foundation in corporate finance and investment analysis, she adopts a value-centric approach to capitalize on underappreciated assets. Emphasizing operational efficiency as a cornerstone of wealth generation, she seeks innovative ways to maximize financial performance while adapting strategies that respond agilely to market fluctuations. Her leadership experience across diverse sectors enhances her ability to structure impactful investments that resonate with evolving industry demands and stakeholder interests.
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:
38.63%
Gain +1.07%
Monthly
0.99%
Yearly
12.58%
Drawdown
16.11%
$569.63M
Equity
Holdings
$569.63M
Investment
$349.29M
$231.48M
Profit +$7.32M
Realized
$11.14M
Unrealized
$220.34M
Dividends
$25.29M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.07%
Profit
$7.32M
Win %
78%
This Week
Compared To Last Week
Gain
-1.46%
Profit
-$8.46M
Win %
78%
This Month
Compared to last month
Gain
-1.91%
Profit
-$11.08M
Win %
78%
This Year
Compared to last year
Gain
5.78%
Profit
$31.13M
Win %
78%
ASML ASML Holding N.V. New York Registry Shares
+9.07%
+$52,069.63 
MPWR Monolithic Power Systems, Inc.
+7.29%
+$41,429.36 
HON Honeywell International Inc.
+6.15%
+$202,799.14 
QCOM QUALCOMM Incorporated
+6.08%
+$241,217.83 
FDX FedEx Corporation
+5.5%
+$38,504.7 
PANW Palo Alto Networks, Inc.
+5.49%
+$25,027.4 
CW Curtiss-Wright Corporation
+5.43%
+$37,927.26 
AMGN Amgen Inc.
+5.23%
+$82,330.87 
TMC TMC the metals company Inc.
+5.18%
+$79,747.25 
UPS United Parcel Service, Inc.
+4.98%
+$8,866.5 
GLW Corning Incorporated
+4.96%
+$67,579.02 
ETN Eaton Corporation plc
+4.88%
+$245,976.67 
CAT Caterpillar Inc.
+4.66%
+$480,233.64 
ADI Analog Devices, Inc.
+4.62%
+$73,353.94 
TSLA Tesla, Inc.
+4.59%
+$200,572.29 
LMT Lockheed Martin Corporation
+4.58%
+$80,005.05 
MTUM iShares MSCI USA Momentum Factor ETF
+4.54%
+$15,165.74 
IEMG iShares Core MSCI Emerging Markets ETF
+4.43%
+$360,945.6 
EEM iShares MSCI Emerging Markets ETF
+4.25%
+$23,403.87 
NKE Nike, Inc. - Class B
+4.23%
+$10,300.68 
SHW The Sherwin-Williams Company
+4.08%
+$108,954.04 
AVGO Broadcom Inc.
+3.96%
+$526,661.55 
NVS Novartis AG Sponsored ADR
+3.9%
+$48,317.98 
RTX RTX Corporation
+3.72%
+$283,206 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.57%
+$426,745.28 
TGT Target Corporation
+3.43%
+$25,564.55 
VGT Vanguard Information Technology ETF
+3.38%
+$12,524.8 
SBUX Starbucks Corporation
+3.31%
+$24,721.2 
EMR Emerson Electric Co.
+3.28%
+$34,195.5 
QQQ Invesco QQQ Trust, Series 1
+3.22%
+$14,428.41 
TTEK Tetra Tech, Inc.
+3.04%
+$13,006.12 
IEFA iShares Core MSCI EAFE ETF
+2.96%
+$71,216.15 
ECL Ecolab Inc.
+2.89%
+$99,651.29 
MS Morgan Stanley
+2.7%
+$12,220.2 
VOT Vanguard Mid-Cap Growth ETF
+2.66%
+$9,259.68 
CARR Carrier Global Corporation
+2.6%
+$9,628.8 
LLY Eli Lilly and Company
+2.51%
+$19,981.5 
NVO Novo Nordisk A/S Sponsored ADR
+2.49%
+$2,556 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$264,844.04 
BKNG Booking Holdings Inc.
+2.45%
+$113,478.75 
BMY Bristol-Myers Squibb Company
+2.44%
+$13,678.73 
DOV Dover Corporation
+2.41%
+$16,026.99 
CSCO Cisco Systems, Inc.
+2.41%
+$204,512.88 
PFE Pfizer Inc.
+2.4%
+$12,041.7 
MDY SPDR S&P MidCap 400 ETF Trust
+2.38%
+$18,172.32 
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$99,607.83 
DFAS Dimensional U.S. Small Cap ETF
+2.34%
+$542,094.28 
CMG Chipotle Mexican Grill, Inc.
+2.33%
+$4,678.9 
LOW Lowe's Companies Inc.
+2.29%
+$16,652.74 
HD The Home Depot, Inc.
+2.28%
+$119,765.24 
HBAN Huntington Bancshares Incorporated
+2.2%
+$12,833.45 
NVDA NVIDIA Corporation
+2.19%
+$534,605.28 
APH Amphenol Corporation
+2.15%
+$9,244.8 
CVS CVS Health Corporation
+2.14%
+$11,197.22 
SCHV Schwab U.S. Large-Cap Value ETF
+2.09%
+$41,229.3 
NOC Northrop Grumman Corporation
+2.02%
+$58,329.07 
HAS Hasbro Inc.
+2%
+$6,772.47 
DIS The Walt Disney Company
+1.98%
+$53,127.75 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.91%
+$8,315.19 
VO Vanguard Mid-Cap ETF
+1.84%
+$940,797 
TFC Truist Financial Corporation
+1.84%
+$7,450.85 
ITW Illinois Tool Works Inc.
+1.73%
+$20,854.4 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.72%
+$102,058.66 
MTB M&T Bank Corporation
+1.71%
+$37,962.96 
MRK Merck & Co., Inc.
+1.66%
+$97,764.68 
VOO Vanguard S&P 500 ETF
+1.66%
+$41,844.65 
DE Deere & Company
+1.66%
+$34,215.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.64%
+$36,777.78 
DON WisdomTree U.S. MidCap Dividend Fund
+1.52%
+$9,576 
JPM JPMorgan Chase & Co.
+1.52%
+$168,816.19 
IBM International Business Machines Corporation
+1.41%
+$13,863.85 
USB U.S. Bancorp
+1.34%
+$7,267.12 
AMZN Amazon.com Inc
+1.31%
+$212,714.8 
PLD Prologis Inc.
+1.31%
+$6,196.04 
PRU Prudential Financial, Inc.
+1.31%
+$5,350.12 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.28%
+$6,831 
FITB Fifth Third Bancorp
+1.25%
+$5,907 
AAPL Apple Inc.
+1.2%
+$445,694.77 
SLB Schlumberger Limited
+1.08%
+$4,278.6 
BAC Bank of America Corporation
+1.04%
+$8,732.97 
PYPL PayPal Holdings Inc
+1.02%
+$14,802.64 
ACLC American Century Large Cap Equity Fund
+1.01%
+$3,715.84 
DLR Digital Realty Trust, Inc.
+1%
+$6,975.74 
SCHD Schwab U.S. Dividend Equity ETF
+0.99%
+$6,093.76 
SDY SPDR S&P Dividend ETF
+0.99%
+$4,225.64 
MCD McDonald's Corporation
+0.99%
+$56,364.2 
TRP TC Energy Corporation
+0.97%
+$4,769.73 
APD Air Products and Chemicals, Inc.
+0.93%
+$14,507.46 
MMM 3M Company
+0.85%
+$6,770.97 
PNC The PNC Financial Services Group, Inc.
+0.83%
+$25,215.45 
CTAS Cintas Corporation
+0.83%
+$2,101.98 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$17,629.5 
ABT Abbott Laboratories
+0.78%
+$9,957.26 
UNP Union Pacific Corporation
+0.72%
+$35,766.78 
MRSH Marsh & McLennan Companies, Inc.
+0.69%
+$2,062.5 
VZ Verizon Communications Inc.
+0.66%
+$4,943.88 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$25,019.67 
NSC Norfolk Southern Corporation
+0.61%
+$8,362.24 
USMV iShares MSCI USA Min Vol Factor ETF
+0.59%
+$3,161.2 
ISRG Intuitive Surgical, Inc.
+0.54%
+$1,827.85 
WFC Wells Fargo & Company
+0.54%
+$3,126.2 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$19,213.35 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.53%
+$2,103.01 
TRV The Travelers Companies, Inc.
+0.51%
+$2,060.77 
KMB Kimberly-Clark Corporation
+0.5%
+$1,008.27 
RWR SPDR Dow Jones REIT ETF
+0.41%
+$1,912.22 
ZTS Zoetis Inc.
+0.36%
+$2,823.73 
GVI iShares Intermediate Government Bond ETF
+0.35%
+$4,000.5 
ABBV AbbVie Inc.
+0.33%
+$27,160.5 
MDT Medtronic plc
+0.29%
+$1,319.53 
ENB Enbridge Inc.
+0.29%
+$2,201.93 
JNJ Johnson & Johnson
+0.24%
+$10,621.76 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.17%
+$907.72 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.15%
+$463.77 
VNQ Vanguard Real Estate ETF
+0.14%
+$16,550.1 
GOOG Alphabet Inc
+0.13%
+$25,521.17 
MMIT NYLI MacKay Muni Intermediate ETF
+0.12%
+$1,208.49 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$4,980.27 
MKC McCormick & Company, Incorporated
+0.03%
+$65.2 
LLDYX Lord Abbett Short Duration Income Fund Class I
0%
$0 
VIAC ViacomCBS Inc
0%
$0 
ORCL Oracle Corporation
-8.25%
-$21,789.22 
ADBE Adobe Inc.
-5.85%
-$66,551.52 
COP ConocoPhillips
-3.49%
-$114,761.07 
SPGI S&P Global Inc.
-2.71%
-$16,753.36 
INTU Intuit Inc.
-2.66%
-$9,651.75 
NOW ServiceNow, Inc.
-2.66%
-$7,811.39 
XOM Exxon Mobil Corporation
-2.6%
-$225,896.34 
CRM Salesforce Inc
-2.35%
-$48,099.3 
WM Waste Management, Inc.
-2.17%
-$9,467.25 
CVX Chevron Corporation
-1.94%
-$42,066.08 
SNPS Synopsys, Inc.
-1.87%
-$5,002.3 
MSFT Microsoft Corp.
-1.83%
-$429,346.38 
ADP Automatic Data Processing Inc.
-1.83%
-$37,663.59 
DOW Dow Inc.
-1.64%
-$18,824.96 
PAYX Paychex Inc.
-1.55%
-$4,468.07 
ALL Allstate Corporation
-1.53%
-$10,107.24 
AMT American Tower Corporation
-1.53%
-$25,722.06 
DHR Danaher Corporation
-1.44%
-$36,580.6 
ACN Accenture plc Class A
-1.3%
-$11,920.74 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$37,246.95 
PM Philip Morris International Inc.
-1.01%
-$13,993.4 
MDLZ Mondelez International, Inc.
-0.97%
-$3,330.62 
KO The Coca-Cola Company
-0.96%
-$10,692.82 
V Visa Inc. Class A
-0.95%
-$45,015.26 
NFLX Netflix, Inc.
-0.9%
-$3,174.6 
ICE Intercontinental Exchange, Inc.
-0.83%
-$1,823.52 
COST Costco Wholesale Corporation
-0.81%
-$48,184.95 
PGR Progressive Corporation
-0.73%
-$2,021.93 
SYK Stryker Corporation
-0.7%
-$3,042.25 
ATO Atmos Energy Corporation
-0.68%
-$4,301 
WMB The Williams Companies, Inc.
-0.64%
-$10,751.58 
CHD Church & Dwight Co., Inc.
-0.58%
-$1,352.61 
CB Chubb Limited
-0.58%
-$27,457.13 
FTV Fortive Corporation
-0.57%
-$6,492.27 
UTL Unitil Corporation
-0.56%
-$1,849.91 
META Meta Platforms Inc Class A
-0.54%
-$30,924.16 
SCHW Charles Schwab Corporation
-0.5%
-$2,897.55 
DUK Duke Energy Corporation
-0.47%
-$2,326.37 
SO The Southern Company
-0.42%
-$1,399.2 
CL Colgate-Palmolive Company
-0.32%
-$1,158.26 
MA Mastercard Incorporated
-0.32%
-$9,047.84 
PEP PepsiCo, Inc.
-0.25%
-$12,042.36 
AFL Aflac Inc.
-0.24%
-$1,968.96 
WMT Walmart Inc.
-0.22%
-$13,212.72 
DGX Quest Diagnostics Inc.
-0.21%
-$1,485.8 
UNH UnitedHealth Group Incorporated
-0.21%
-$6,593.92 
PNW Pinnacle West Capital Corporation
-0.2%
-$930.92 
CME CME Group Inc.
-0.19%
-$747.49 
ETR Entergy Corporation
-0.18%
-$792.4 
PG Procter & Gamble Co
-0.17%
-$8,156.1 
AMP Ameriprise Financial, Inc.
-0.1%
-$3,144.6 
GOOGL Alphabet Inc
-0.1%
-$16,303.37 
NEE NextEra Energy, Inc.
-0.07%
-$1,717.08 
CASY Casey's General Stores Inc.
-0.03%
-$192.5 Events
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Dividends
Dividend Analysis
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| Trades 1095 | Longs Won 736/1095 67% | Profit Factor 18.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $332,951.09 | Best Trade (Jun 10) $23.63M | Sharpe Ratio -15.28 |
| Average Loss -$37,806.21 | Worst Trade (Jun 10) -$1.27M | Z-Score 6.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $211,396.87 |
| 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 | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
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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Option values are updated at end of day.
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