Matt Hunter Portfolio
Invests via Heartland Bank & Trust Co. | Managed by Matt Hunter
Invests via Heartland Bank & Trust Co.
Managed by Matt Hunter
Automatically Tracked
Matt Hunter Profile
With a dynamic career in the technology sector, Matt Hunter has established himself as a significant leader and entrepreneur. His journey encompasses founding several innovative startups focused on software development and digital solutions, showcasing his expertise in identifying emerging market opportunities. Drawing from deep industry insights, he has successfully navigated various stages of growth and adaptation within the tech landscape. Known for his forward-thinking approach to business challenges, Hunter’s influence extends into investment circles where he engages with other founders and investors to foster collaboration in technological advancement.
With a dynamic career in the technology sector, Matt Hunter has established himself as a significant leader and entrepreneur. His journey encompasses founding several innovative startups focused on software development and digital solutions, showcasing his expertise in identifying emerging market opportunities. Drawing from deep industry insights, he has successfully navigated various stages of growth and adaptation within the tech landscape. Known for his forward-thinking approach to business challenges, Hunter’s influence extends into investment circles where he engages with other founders and investors to foster collaboration in technological advancement.
Investment Philosophy & Strategy
In the fast-paced realm of technology, discerning market trends can lead to lucrative investments. Matt Hunter thrives on identifying and capitalizing on these emerging opportunities, drawing from his extensive experience in software development and digital innovation. His entrepreneurial journey is characterized by a hands-on approach that prioritizes operational efficiency while fostering a collaborative ecosystem among fellow founders and investors. Through strategic engagement with cutting-edge startups, he aims to catalyze transformative growth within the tech sector, leveraging his insights to make impactful decisions that drive progress.
In the fast-paced realm of technology, discerning market trends can lead to lucrative investments. Matt Hunter thrives on identifying and capitalizing on these emerging opportunities, drawing from his extensive experience in software development and digital innovation. His entrepreneurial journey is characterized by a hands-on approach that prioritizes operational efficiency while fostering a collaborative ecosystem among fellow founders and investors. Through strategic engagement with cutting-edge startups, he aims to catalyze transformative growth within the tech sector, leveraging his insights to make impactful decisions that drive progress.
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:
106.27%
Gain -0.45%
Monthly
1.33%
Yearly
17.19%
Drawdown
20.74%
$488.66M
Equity
Holdings
$488.66M
Investment
$385.59M
$133.16M
Profit -$1.21M
Realized
$30.09M
Unrealized
$103.07M
Dividends
$16.62M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$1.21M
Win %
68%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$1.21M
Win %
68%
This Month
Compared to last month
Gain
-0.74%
Profit
-$3.66M
Win %
68%
This Year
Compared to last year
Gain
1.12%
Profit
$5.44M
Win %
70%
PANW Palo Alto Networks, Inc.
+13.09%
+$238,960.86 
NOW ServiceNow, Inc.
+7.41%
+$45,240.74 
ACN Accenture plc Class A
+6.05%
+$22,661.65 
AJG Arthur J. Gallagher & Co.
+5.4%
+$45,326.16 
ADBE Adobe Inc.
+5.29%
+$14,156.3 
BSX Boston Scientific Corporation
+4.83%
+$15,572.87 
CRM Salesforce Inc
+4.68%
+$66,318.4 
DVA DaVita Inc.
+4.36%
+$17,835.84 
NFLX Netflix, Inc.
+3.77%
+$38,173.16 
PLTR Palantir Technologies Inc.
+3.64%
+$68,494.23 
MCK McKesson Corporation
+3.35%
+$29,027.98 
CI The Cigna Group
+3.34%
+$7,036.86 
GOOGL Alphabet Inc
+3.23%
+$395,705.53 
ADP Automatic Data Processing Inc.
+3.13%
+$40,841.63 
GOOG Alphabet Inc
+3.07%
+$36,768.84 
CHRW C.H. Robinson Worldwide, Inc.
+2.99%
+$6,055.25 
META Meta Platforms Inc Class A
+2.71%
+$133,584.71 
EXPE Expedia Group, Inc.
+2.54%
+$28,415.96 
ISRG Intuitive Surgical, Inc.
+2.38%
+$17,474.52 
MO Altria Group, Inc.
+2.38%
+$5,006.92 
IBM International Business Machines Corporation
+2.38%
+$33,824.62 
SYK Stryker Corporation
+2.3%
+$25,493.14 
UPS United Parcel Service, Inc.
+2.15%
+$6,387.12 
MSFT Microsoft Corp.
+2.04%
+$392,753.25 
LLY Eli Lilly and Company
+2.02%
+$142,969.25 
PM Philip Morris International Inc.
+2%
+$36,761.36 
SPGI S&P Global Inc.
+2%
+$6,469.81 
MCD McDonald's Corporation
+1.98%
+$24,416.07 
DIS The Walt Disney Company
+1.92%
+$12,966.24 
GILD Gilead Sciences Inc.
+1.89%
+$18,189.52 
ALL Allstate Corporation
+1.87%
+$15,831.72 
TGT Target Corporation
+1.85%
+$5,329.16 
MNST Monster Beverage Corporation
+1.84%
+$4,694.4 
GM General Motors Company
+1.82%
+$13,015.08 
WMT Walmart Inc.
+1.81%
+$75,663.88 
TKO Tko Group Holdings Inc.
+1.81%
+$7,964.84 
ABBV AbbVie Inc.
+1.79%
+$99,139.43 
CME CME Group Inc.
+1.79%
+$16,747.65 
T AT&T Inc.
+1.78%
+$17,547.74 
FICO Fair Isaac Corporation
+1.65%
+$7,486.64 
ORLY O'Reilly Automotive Inc.
+1.63%
+$10,781.4 
DHR Danaher Corporation
+1.56%
+$10,202.4 
PGR Progressive Corporation
+1.55%
+$11,397.36 
COST Costco Wholesale Corporation
+1.54%
+$23,416.3 
AFL Aflac Inc.
+1.48%
+$6,094.44 
WRB W.R. Berkley Corporation
+1.39%
+$4,299.04 
RSG Republic Services, Inc.
+1.38%
+$6,529.89 
VZ Verizon Communications Inc.
+1.36%
+$7,556.19 
UBER Uber Technologies, Inc.
+1.35%
+$5,569.02 
V Visa Inc. Class A
+1.31%
+$32,214.98 
CL Colgate-Palmolive Company
+1.27%
+$2,875.4 
KO The Coca-Cola Company
+1.22%
+$14,851.12 
UNH UnitedHealth Group Incorporated
+1.19%
+$16,204.5 
ABT Abbott Laboratories
+1.12%
+$17,589.06 
DHI D.R. Horton, Inc.
+1.12%
+$6,049.12 
LMT Lockheed Martin Corporation
+1.01%
+$19,900.98 
AXP American Express Company
+0.95%
+$10,863.16 
MA Mastercard Incorporated
+0.92%
+$21,865.94 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$28,806.3 
DE Deere & Company
+0.86%
+$9,980.98 
KVUE Kenvue Inc.
+0.82%
+$1,753.48 
EOG EOG Resources, Inc.
+0.81%
+$5,335.2 
DASH DoorDash, Inc.
+0.79%
+$2,184.66 
LOW Lowe's Companies Inc.
+0.71%
+$3,278.78 
HD The Home Depot, Inc.
+0.71%
+$16,007.81 
CBSH Commerce Bancshares, Inc.
+0.69%
+$2,592.4 
TMO Thermo Fisher Scientific Inc.
+0.66%
+$7,706.34 
MRK Merck & Co., Inc.
+0.63%
+$14,829.36 
MET MetLife Inc.
+0.63%
+$3,816.16 
PG Procter & Gamble Co
+0.61%
+$14,776.96 
HBT HBT Financial Inc.
+0.47%
+$25,597.75 
WAT Waters Corporation
+0.42%
+$1,882.71 
ZBRA Zebra Technologies Corporation
+0.41%
+$1,330.56 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.4%
+$41,507.34 
SHW The Sherwin-Williams Company
+0.37%
+$1,494.64 
TMUS T-Mobile US, Inc.
+0.34%
+$1,108.37 
SBUX Starbucks Corporation
+0.32%
+$1,184.64 
JNJ Johnson & Johnson
+0.3%
+$12,065.87 
AAPL Apple Inc.
+0.24%
+$63,749.43 
UNP Union Pacific Corporation
+0.23%
+$2,912.69 
HSY The Hershey Company
+0.23%
+$516.75 
INVH Invitation Homes Inc.
+0.2%
+$645.98 
FDX FedEx Corporation
+0.2%
+$463.77 
MPC Marathon Petroleum Corporation
+0.15%
+$2,095.13 
CFG Citizens Financial Group, Inc.
+0.1%
+$662.2 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.09%
+$739.66 
SPG Simon Property Group, Inc.
+0.08%
+$256.25 
SCHW Charles Schwab Corporation
+0.07%
+$617.84 
DOV Dover Corporation
+0.06%
+$279.24 
PFE Pfizer Inc.
+0.04%
+$217.16 
FIGB Fidelity Investment Grade Bond ETF
+0.02%
+$11,343.64 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$315.37 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$1,058.38 
PEP PepsiCo, Inc.
0%
-$0.12 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
GLW Corning Incorporated
-13.63%
-$35,698.3 
GEV GE Vernova Inc.
-8.63%
-$80,632.26 
MPWR Monolithic Power Systems, Inc.
-7.37%
-$51,761.91 
MRVL Marvell Technology, Inc.
-7.32%
-$47,070.75 
CEG Constellation Energy Corporation
-7.08%
-$40,440.96 
AMAT Applied Materials, Inc.
-7.04%
-$94,351.1 
KLAC KLA Corporation
-6.39%
-$127,997.1 
APH Amphenol Corporation
-6.35%
-$143,249.08 
JBL Jabil Inc.
-6.05%
-$33,554.56 
ANET Arista Networks, Inc.
-5.9%
-$85,157.62 
DELL Dell Technologies Inc.
-5.81%
-$42,880.96 
JCI Johnson Controls International plc
-5.66%
-$73,644.3 
INTC Intel Corporation
-5.63%
-$53,191.8 
MU Micron Technology, Inc.
-5.27%
-$297,593.02 
SNDK SanDisk Corporation
-4.98%
-$32,544 
AVGO Broadcom Inc.
-4.71%
-$287,221.99 
ADI Analog Devices, Inc.
-4.55%
-$11,637 
PWR Quanta Services Inc.
-4.4%
-$14,921.45 
AMD Advanced Micro Devices, Inc.
-4.33%
-$195,160.2 
CAT Caterpillar Inc.
-4.3%
-$319,610.39 
GS The Goldman Sachs Group, Inc.
-3.97%
-$20,560.15 
BKR Baker Hughes Company
-3.9%
-$20,111.13 
EQIX Equinix, Inc.
-3.76%
-$23,240.68 
ORCL Oracle Corporation
-3.72%
-$20,973.68 
MCHP Microchip Technology Incorporated
-3.67%
-$9,881.76 
MS Morgan Stanley
-3.63%
-$68,409.54 
NVDA NVIDIA Corporation
-3.4%
-$634,924.99 
NEM Newmont Corporation
-2.96%
-$16,043.92 
STX Seagate Technology Holdings plc
-2.96%
-$5,389.59 
CMI Cummins Inc.
-2.83%
-$14,028.42 
EMR Emerson Electric Co.
-2.56%
-$41,710.5 
FCX Freeport-McMoRan Inc.
-2.43%
-$7,748.7 
PH Parker-Hannifin Corporation
-2.25%
-$22,183.2 
C Citigroup Inc.
-1.89%
-$21,989.74 
GE General Electric Company
-1.89%
-$23,216.6 
RCL Royal Caribbean Group
-1.87%
-$12,193.77 
CSCO Cisco Systems, Inc.
-1.84%
-$65,341.14 
MMM 3M Company
-1.78%
-$13,459.32 
TSLA Tesla, Inc.
-1.77%
-$49,916.05 
XEL Xcel Energy Inc.
-1.76%
-$4,760.07 
WFC Wells Fargo & Company
-1.75%
-$10,232.76 
JPM JPMorgan Chase & Co.
-1.71%
-$109,741.98 
CTVA Corteva Inc.
-1.6%
-$3,906.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$17,337.78 
VEU Vanguard FTSE All-World ex-US ETF
-1.29%
-$5,131.5 
BLK BlackRock, Inc.
-1.28%
-$25,484.07 
AMZN Amazon.com Inc
-1.25%
-$153,816.78 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$3,435.94 
CMCSA Comcast Corp
-1.21%
-$4,652.47 
RTX RTX Corporation
-1.17%
-$18,070.48 
WMB The Williams Companies, Inc.
-1.11%
-$9,843.93 
HWM Howmet Aerospace Inc.
-1.07%
-$6,078.66 
IGF iShares Global Infrastructure ETF
-1.03%
-$232,344.42 
PSX Phillips 66
-0.93%
-$3,317.82 
EVRG Evergy Inc.
-0.91%
-$6,358.82 
AEE Ameren Corporation
-0.91%
-$5,877.65 
CVX Chevron Corporation
-0.89%
-$23,802.95 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$5,086.02 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$6,175.12 
VMC Vulcan Materials Company
-0.83%
-$2,127.63 
PPL PPL Corporation
-0.82%
-$4,221.87 
NEE NextEra Energy, Inc.
-0.81%
-$9,468.44 
UAL United Airlines Holdings, Inc.
-0.8%
-$2,258.96 
GRMN Garmin Ltd.
-0.78%
-$2,223.55 
VYM Vanguard High Dividend Yield ETF
-0.74%
-$7,604.4 
ED Consolidated Edison, Inc.
-0.64%
-$1,706.8 
FITB Fifth Third Bancorp
-0.6%
-$8,269.47 
WELL Welltower Inc.
-0.56%
-$3,688.96 
XOM Exxon Mobil Corporation
-0.55%
-$31,428.46 
VO Vanguard Mid-Cap ETF
-0.52%
-$1,362.48 
VNQ Vanguard Real Estate ETF
-0.51%
-$1,038.24 
COP ConocoPhillips
-0.49%
-$4,703.63 
HON Honeywell International Inc.
-0.47%
-$1,149.12 
IVV iShares Core S&P 500 ETF
-0.47%
-$1,687.29 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$1,685.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$29,999.52 
AMT American Tower Corporation
-0.44%
-$2,302.59 
VB Vanguard Small-Cap ETF
-0.4%
-$906.76 
PLD Prologis Inc.
-0.39%
-$2,483.05 
LIN Linde plc
-0.39%
-$4,399.56 
PSA Public Storage Common Stock
-0.38%
-$1,032.64 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$818.71 
O Realty Income Corporation
-0.37%
-$797.5 
HCA HCA Healthcare Inc.
-0.35%
-$1,057 
CTAS Cintas Corporation
-0.34%
-$1,129.48 
ADM Archer-Daniels-Midland Co
-0.33%
-$770.24 
IP International Paper Company
-0.32%
-$714.01 
VONE Vanguard Russell 1000 ETF
-0.29%
-$2,737.68 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$4,342.4 
USB U.S. Bancorp
-0.26%
-$1,354.08 
ECL Ecolab Inc.
-0.23%
-$716.94 
GWW W.W. Grainger, Inc.
-0.2%
-$1,092.54 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.2%
-$9,419.13 
SO The Southern Company
-0.19%
-$1,436.16 
BX Blackstone Inc.
-0.16%
-$764.57 
WEC WEC Energy Group Inc.
-0.16%
-$1,290.64 
HYXF iShares ESG Advanced High Yield Fund
-0.11%
-$275.8 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.09%
-$3,816.62 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$349.12 
BA Boeing Company
-0.07%
-$166.62 
IWD iShares Russell 1000 Value ETF
-0.07%
-$602.49 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.07%
-$534.54 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.07%
-$293.83 
MDLZ Mondelez International, Inc.
-0.06%
-$239.96 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.05%
-$292.8 
LMBS First Trust Low Duration Opportunities ETF
-0.05%
-$3,166.1 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.04%
-$531.26 
VCRB Vanguard Core Bond ETF
-0.04%
-$25,151.13 
TJX The TJX Companies, Inc.
-0.03%
-$250.3 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$96.05 
IBHG iShares iBonds 2027 High Yield Income
-0.02%
-$195.85 
IBHI iShares iBonds 2029 Term High Yield and Income ETF
-0.02%
-$154.81 
IBHH iShares iBonds 2028 Term High Yield ETF
-0.02%
-$175.73 Events
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Dividends
Dividend Analysis
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| Trades 3097 | Longs Won 1990/3097 64% | Profit Factor 5.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $284,936.77 |
| Average Win $83,433.52 | Best Trade (Sep 11) $6.33M | Sharpe Ratio -14.12 |
| Average Loss -$29,699 | Worst Trade (Sep 14) -$2.25M | Z-Score -6.66 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $42,995.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 78,703 | $14.9M | $26.21M | - | $11.32M | 75.96% | +0.244% |
| ABBV AbbVie Inc. | 21,482 | $4.31M | $5.62M | - | $1.31M | 30.34% | +1.795% |
| ABT Abbott Laboratories | 15,429 | $1.72M | $1.59M | - | -$131,365.53 | -7.63% | +1.118% |
| ACN Accenture plc Class A | 2,037 | $403,916.73 | $397,265.92 | - | -$6,650.81 | -1.65% | +6.049% |
| ADBE Adobe Inc. | 1,060 | $257,664.8 | $281,520.1 | - | $23,855.3 | 9.26% | +5.295% |
| ADI Analog Devices, Inc. | 675 | $214,744.5 | $244,039.5 | - | $29,295 | 13.64% | -4.551% |
| ADM Archer-Daniels-Midland Co | 2,656 | $202,918.4 | $229,558.08 | - | $26,639.68 | 13.13% | -0.334% |
| ADP Automatic Data Processing Inc. | 4,865 | $1.06M | $1.35M | - | $285,172.76 | 26.88% | +3.129% |
| AEE Ameren Corporation | 6,187 | $622,992.62 | $643,138.65 | - | $20,146.03 | 3.23% | -0.906% |
| AFL Aflac Inc. | 3,564 | $327,101.94 | $416,952.36 | - | $89,850.42 | 27.47% | +1.483% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,655 | $462,101.85 | $446,437.77 | - | -$15,664.08 | -3.39% | -0.078% |
| AJG Arthur J. Gallagher & Co. | 3,492 | $762,606.72 | $884,523.6 | - | $121,916.88 | 15.99% | +5.401% |
| ALL Allstate Corporation | 3,333 | $690,366.81 | $861,447.18 | - | $171,080.37 | 24.78% | +1.872% |
| AMAT Applied Materials, Inc. | 2,937 | $683,658.47 | $1.25M | - | $562,701.53 | 82.31% | -7.037% |
| AMD Advanced Micro Devices, Inc. | 8,732 | $929,563.66 | $4.31M | - | $3.38M | 363.84% | -4.33% |
| AMT American Tower Corporation | 2,952 | $508,573.18 | $522,710.64 | - | $14,137.46 | 2.78% | -0.439% |
| AMZN Amazon.com Inc | 47,918 | $7.79M | $12.15M | - | $4.36M | 55.9% | -1.25% |
| ANET Arista Networks, Inc. | 7,229 | $801,063.31 | $1.36M | - | $556,615.18 | 69.48% | -5.902% |
| APH Amphenol Corporation | 26,876 | $396,598.53 | $2.11M | - | $1.72M | 432.58% | -6.351% |
| AVGO Broadcom Inc. | 16,836 | $2.75M | $5.81M | - | $3.06M | 111.31% | -4.713% |
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FAQ
Which stocks have generated the highest profits for Matt Hunter?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $7.17M, Alphabet Inc - $2.82M, Micron Technology, Inc - $2.21M, iShares Global Infrastructure ETF - $2.03M, and Microsoft Corp - $1.86M. 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: Amazon.com Inc - $1.78M, Meta Platforms Inc Class A - $567,528.61, Nike, Inc. - Class B - $492,166.82, Edwards Lifesciences Corporation - $466,750.06, and Applied Materials, Inc - $443,063.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Matt Hunter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.62M earned over time. The largest contributors to dividend income include iShares Global Infrastructure ETF - $1.69M, Vanguard Core Bond ETF - $1.47M, Fidelity Investment Grade Bond ETF - $817,193.23, Microsoft Corp - $457,093.92, and iShares Short Treasury Bond ETF - $440,892.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Matt Hunter's monthly returns?
Matt Hunter'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 Matt Hunter's strategy be considered aggressive or moderate?
Matt Hunter'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 Matt Hunter's strategy?
Matt Hunter'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.
