Mark Petersen Portfolio
Invests via Prosperitas Financial LLC | Managed by Mark T. Petersen
Invests via Prosperitas Financial LLC
Managed by Mark T. Petersen
Automatically Tracked
Mark Petersen Profile
Seasoned investor and operating executive focused on technology and growth-stage companies, with experience in investment strategy, corporate development and board governance. Mark Petersen brings a background in scaling SaaS businesses, leading M&A and fundraising initiatives and overseeing portfolio performance for institutional investors. Known for cross-border deal experience and operational rigor, the profile is relevant to private equity, venture and strategic corporate investors seeking senior leadership with transactional and operating expertise.
Seasoned investor and operating executive focused on technology and growth-stage companies, with experience in investment strategy, corporate development and board governance. Mark Petersen brings a background in scaling SaaS businesses, leading M&A and fundraising initiatives and overseeing portfolio performance for institutional investors. Known for cross-border deal experience and operational rigor, the profile is relevant to private equity, venture and strategic corporate investors seeking senior leadership with transactional and operating expertise.
Investment Philosophy & Strategy
Combines operational rigor with growth-stage investing to back scalable enterprise software and cross-border opportunities. Prioritizes businesses with proven unit economics, repeatable go-to-market motion and clear paths to ARR expansion. Uses active board-level involvement, rigorous diligence and staged capital deployment to de-risk bets and preserve follow-on optionality. Time horizon skews medium-to-long; emphasis on value creation through GTM scaling, operational improvements, tuck-in M&A and disciplined exit readiness.
Combines operational rigor with growth-stage investing to back scalable enterprise software and cross-border opportunities. Prioritizes businesses with proven unit economics, repeatable go-to-market motion and clear paths to ARR expansion. Uses active board-level involvement, rigorous diligence and staged capital deployment to de-risk bets and preserve follow-on optionality. Time horizon skews medium-to-long; emphasis on value creation through GTM scaling, operational improvements, tuck-in M&A and disciplined exit readiness.
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:
86.46%
Gain +0.48%
Monthly
1.77%
Yearly
23.48%
Drawdown
18.82%
$322.55M
Equity
Holdings
$322.55M
Investment
$248.41M
$128.24M
Profit +$1.3M
Realized
$54.1M
Unrealized
$74.15M
Dividends
$9.83M
Goals
Avg. 88% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.3M
Win %
79%
This Week
Compared To Last Week
Gain
0.1%
Profit
$308,534.54
Win %
79%
This Month
Compared to last month
Gain
2.44%
Profit
$7.68M
Win %
79%
This Year
Compared to last year
Gain
3.79%
Profit
$11.78M
Win %
79%
BLMN Bloomin' Brands Inc.
+6.47%
+$416,547.89 
LLY Eli Lilly and Company
+4.71%
+$268,477.88 
AN AutoNation Inc.
+4.28%
+$144,195.36 
CRM Salesforce Inc
+4.06%
+$29,191.96 
YETI FNCL Series 2007 Other Floating Rate Instrument
+3.31%
+$80,605.02 
SFM Sprouts Farmers Market, Inc.
+3.3%
+$126,920.53 
NFLX Netflix, Inc.
+3.12%
+$159,342.12 
APAM Artisan Partners Asset Management Inc.
+2.93%
+$7,619.49 
CASY Casey's General Stores Inc.
+2.9%
+$6,586.06 
BMY Bristol-Myers Squibb Company
+2.82%
+$7,580.13 
ROOT Root, Inc. Class A Common Stock
+2.77%
+$37,278.96 
GIS General Mills, Inc.
+2.74%
+$6,128.32 
MA Mastercard Incorporated
+2.59%
+$135,880.32 
ADP Automatic Data Processing Inc.
+2.53%
+$7,159.22 
IBM International Business Machines Corporation
+2.45%
+$10,163.23 
PRU Prudential Financial, Inc.
+2.32%
+$5,496.7 
USB U.S. Bancorp
+2.31%
+$5,479.5 
VICI Vici Properties Inc.
+2.29%
+$6,388.2 
VHT Vanguard Health Care ETF
+2.27%
+$4,944.37 
DGX Quest Diagnostics Inc.
+1.86%
+$6,886.07 
LMT Lockheed Martin Corporation
+1.85%
+$92,357.55 
ENSG The Ensign Group, Inc.
+1.81%
+$41,362.13 
HPQ HP Inc.
+1.76%
+$6,157.31 
CFR Cullen/Frost Bankers Inc.
+1.75%
+$3,846.35 
WMT Walmart Inc.
+1.66%
+$7,407.4 
TNDM Tandem Diabetes Care Inc.
+1.56%
+$2,497 
GLD SPDR Gold Shares
+1.46%
+$6,521.2 
PFE Pfizer Inc.
+1.39%
+$3,991.68 
ABBV AbbVie Inc.
+1.37%
+$86,129.81 
TAP Molson Coors Beverage Company
+1.31%
+$51,890.26 
VB Vanguard Small-Cap ETF
+1.29%
+$7,320.6 
SCHD Schwab U.S. Dividend Equity ETF
+1.29%
+$158,444.4 
MSFT Microsoft Corp.
+1.28%
+$167,235.9 
GE General Electric Company
+1.14%
+$2,222.16 
EMN Eastman Chemical Company
+1.05%
+$2,029.5 
AVIV Avantis International Large Cap Value ETF
+1.04%
+$3,739.2 
IRT Independence Realty Trust Inc.
+1.02%
+$8,708.25 
AVUV Avantis U.S. Small Cap Value ETF
+0.97%
+$3,855.84 
FNF Fidelity National Financial, Inc.
+0.94%
+$2,060.9 
VO Vanguard Mid-Cap ETF
+0.82%
+$92,107.34 
VTV Vanguard Value ETF
+0.81%
+$116,792.76 
VYMI Vanguard International High Dividend Yield Index Fund
+0.8%
+$3,621.51 
MO Altria Group, Inc.
+0.8%
+$44,956.08 
TGT Target Corporation
+0.78%
+$2,409.34 
O Realty Income Corporation
+0.72%
+$2,579.74 
NEE NextEra Energy, Inc.
+0.71%
+$1,346.43 
DFAI Dimensional International Core Equity Market ETF
+0.69%
+$1,486.85 
DXIV Dimensional International Vector Equity ETF
+0.68%
+$2,937.21 
JXN Jackson Financial Inc.
+0.68%
+$1,840.08 
MU Micron Technology, Inc.
+0.65%
+$6,074.95 
AVDE Avantis International Equity ETF
+0.63%
+$2,830.09 
JEPI JPMorgan Equity Premium Income Fund
+0.55%
+$8,894.21 
AMZN Amazon.com Inc
+0.54%
+$60,786.56 
GOOGL Alphabet Inc
+0.51%
+$73,223.45 
TIP iShares TIPS Bond ETF
+0.49%
+$1,152.6 
SCHB Schwab U.S. Broad Market ETF
+0.47%
+$57,244.32 
GOOG Alphabet Inc
+0.46%
+$6,067.48 
DFAU Dimensional US Core Equity Market ETF
+0.46%
+$1,105.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.45%
+$1,251.6 
ESGU iShares ESG Aware MSCI USA ETF
+0.44%
+$2,515.17 
AVUS Avantis U.S. Equity ETF
+0.43%
+$1,497.1 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$3,421.44 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$4,086.6 
VOO Vanguard S&P 500 ETF
+0.35%
+$48,747.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.35%
+$1,764 
KO The Coca-Cola Company
+0.34%
+$1,512.63 
IVV iShares Core S&P 500 ETF
+0.34%
+$929.01 
META Meta Platforms Inc Class A
+0.17%
+$17,252.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.17%
+$26,569.36 
COST Costco Wholesale Corporation
+0.15%
+$6,990.84 
VZ Verizon Communications Inc.
+0.15%
+$403.52 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$3,886.74 
JNJ Johnson & Johnson
+0.01%
+$65.01 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
VRT Vertiv Holdings Co
-4.78%
-$282,091.12 
FIX Comfort Systems USA, Inc.
-4.21%
-$373,658.75 
CSCO Cisco Systems, Inc.
-3.44%
-$12,824.8 
DINO HF Sinclair Corporation
-3.16%
-$15,930.59 
SCHW Charles Schwab Corporation
-2.86%
-$9,770.33 
PM Philip Morris International Inc.
-2.8%
-$177,091.2 
CAT Caterpillar Inc.
-1.74%
-$31,863.74 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-1.73%
-$7,419.09 
SBIT ProShares UltraShort Bitcoin ETF
-1.61%
-$3,519 
XOM Exxon Mobil Corporation
-1.56%
-$6,607.44 
CVX Chevron Corporation
-1.49%
-$111,678.6 
KMI Kinder Morgan, Inc.
-1.45%
-$6,002.85 
NVDA NVIDIA Corporation
-1.39%
-$185,831.48 
OXY Occidental Petroleum Corporation
-1.38%
-$64,008.4 
TSLA Tesla, Inc.
-1.18%
-$13,961.75 
EOG EOG Resources, Inc.
-1.05%
-$2,779.92 
AVGO Broadcom Inc.
-0.89%
-$11,024.39 
FLR Fluor Corporation
-0.83%
-$1,865.59 
AVEM Avantis Emerging Markets Equity ETF
-0.71%
-$3,477.5 
AEE Ameren Corporation
-0.68%
-$31,244.26 
COP ConocoPhillips
-0.46%
-$1,435.85 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.41%
-$7,895.58 
MRK Merck & Co., Inc.
-0.24%
-$1,020.63 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$17,068.86 
XLU Utilities Select Sector SPDR Fund
-0.14%
-$283.62 
JPM JPMorgan Chase & Co.
-0.06%
-$3,620.17 
AAPL Apple Inc.
-0.06%
-$10,637.25 
AVDV Avantis International Small Cap Value ETF
-0.06%
-$466.32 Events
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Dividends
Dividend Analysis
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| Trades 832 | Longs Won 620/832 74% | Profit Factor 14.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $525,214.7 |
| Average Win $222,677.9 | Best Trade (Oct 15) $5.71M | Sharpe Ratio -10.38 |
| Average Loss -$46,314.09 | Worst Trade (Oct 14) -$911,066.71 | Z-Score 11.2 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $154,136.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,944 | 6,250 | 5,556 | 4,861 | 4,167 | 3,472 | 2,778 | 2,083 | 1,389 | 694 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 50,656 | $11.74M | $17.36M | - | $5.62M | 47.87% | -0.061% |
| ABBV AbbVie Inc. | 22,314 | $4.58M | $6.37M | - | $1.79M | 39.13% | +1.37% |
| ADP Automatic Data Processing Inc. | 1,008 | $225,805 | $289,721.78 | - | $63,916.78 | 28.31% | +2.534% |
| AEE Ameren Corporation | 44,006 | $4.06M | $4.57M | - | $511,495.04 | 12.6% | -0.679% |
| AMZN Amazon.com Inc | 44,696 | $8.69M | $11.42M | - | $2.73M | 31.42% | +0.535% |
| AN AutoNation Inc. | 21,981 | $4.02M | $3.51M | - | -$504,768.11 | -12.57% | +4.282% |
| APAM Artisan Partners Asset Management Inc. | 8,193 | $293,857.72 | $267,665.31 | - | -$26,192.41 | -8.91% | +2.93% |
| AVDE Avantis International Equity ETF | 5,009 | $407,754.91 | $449,983.51 | - | $42,228.6 | 10.36% | +0.633% |
| AVDV Avantis International Small Cap Value ETF | 7,772 | $578,842.5 | $833,313.84 | - | $254,471.34 | 43.96% | -0.056% |
| AVEM Avantis Emerging Markets Equity ETF | 5,350 | $439,933 | $483,479.5 | - | $43,546.5 | 9.9% | -0.714% |
| AVGO Broadcom Inc. | 3,562 | $1.11M | $1.22M | - | $114,316.19 | 10.32% | -0.894% |
| AVIV Avantis International Large Cap Value ETF | 4,560 | $239,881.93 | $363,705.6 | - | $123,823.67 | 51.62% | +1.039% |
| AVUS Avantis U.S. Equity ETF | 2,722 | $273,843.63 | $353,315.6 | - | $79,471.97 | 29.02% | +0.426% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,324 | $323,978.03 | $400,043.4 | - | $76,065.37 | 23.48% | +0.973% |
| BLMN Bloomin' Brands Inc. | 688,054 | $5.55M | $6.85M | - | $1.3M | 23.52% | +6.475% |
| BMY Bristol-Myers Squibb Company | 4,539 | $271,694.68 | $276,652.05 | - | $4,957.37 | 1.82% | +2.817% |
| BRK-B Berkshire Hathaway Inc. | 1,584 | $730,154 | $837,159.84 | - | $107,005.84 | 14.66% | +0.41% |
| CASY Casey's General Stores Inc. | 347 | $275,650 | $233,388.73 | - | -$42,261.27 | -15.33% | +2.904% |
| CAT Caterpillar Inc. | 2,452 | $959,152.82 | $1.8M | - | $845,482.4 | 88.15% | -1.735% |
| CFR Cullen/Frost Bankers Inc. | 1,446 | $198,267.64 | $223,016.58 | - | $24,748.94 | 12.48% | +1.755% |
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FAQ
Which stocks have generated the highest profits for Mark Petersen?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.92M, Warner Bros. Discovery, Inc - $3.88M, Schwab U.S. Broad Market ETF - $2.54M, Invesco QQQ Trust, Series 1 - $2.27M, and Schwab U.S. Large-Cap Growth ETF - $1.96M. 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: Vale S.A - $704,535.25, Accenture plc Class A - $646,355.68, ON Semiconductor Corporation - $598,774.62, Energy Select Sector SPDR Fund - $170,725.4, and Vail Resorts, Inc - $137,027.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Petersen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.83M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $774,347.26, Altria Group, Inc - $642,914.1, Vanguard Value ETF - $530,849.35, Chevron Corporation - $481,941.52, and Vanguard S&P 500 ETF - $364,886.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Petersen's monthly returns?
Mark Petersen's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mark Petersen's strategy be considered aggressive or moderate?
Mark Petersen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Mark Petersen's strategy?
Mark Petersen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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