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:
24.47%
Gain
Monthly
0.65%
Yearly
8.15%
Drawdown
28.91%
$298.13M
Equity
Holdings
$298.13M
Investment
$229.63M
$101.37M
Profit -$230,315.43
Realized
$32.86M
Unrealized
$68.5M
Dividends
$8.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$230,315.43
Win %
79%
This Week
Compared To Last Week
Gain
0.18%
Profit
$524,176.5
Win %
79%
This Month
Compared to last month
Gain
1.14%
Profit
$3.35M
Win %
79%
This Year
Compared to last year
Gain
11.48%
Profit
$30.7M
Win %
80%
TNDM Tandem Diabetes Care Inc.
+8.2%
+$12,530 
SMA SmartStop Self Storage REIT Inc.
+5.67%
+$12,464.4 
TAP Molson Coors Beverage Company
+4.92%
+$170,194.05 
ENSG The Ensign Group, Inc.
+4.44%
+$77,327.88 
ROOT Root, Inc. Class A Common Stock
+4.39%
+$64,186.95 
YETI FNCL Series 2007 Other Floating Rate Instrument
+4.23%
+$115,141.68 
MRK Merck & Co., Inc.
+3.42%
+$9,506.25 
CRM Salesforce Inc
+3.3%
+$16,017.54 
AN AutoNation Inc.
+3.12%
+$122,311.28 
O Realty Income Corporation
+3.11%
+$10,819.24 
ABBV AbbVie Inc.
+3.1%
+$148,856.48 
VZ Verizon Communications Inc.
+2.95%
+$6,098.56 
CFR Cullen/Frost Bankers Inc.
+2.89%
+$6,957.02 
PM Philip Morris International Inc.
+2.88%
+$144,943.64 
DINO HF Sinclair Corporation
+2.78%
+$8,439.26 
T AT&T Inc.
+2.73%
+$4,465.31 
IBM International Business Machines Corporation
+2.51%
+$7,418.08 
MO Altria Group, Inc.
+2.5%
+$123,863.52 
COST Costco Wholesale Corporation
+2.48%
+$99,844.74 
IRT Independence Realty Trust Inc.
+2.46%
+$23,441.81 
KO The Coca-Cola Company
+2.4%
+$7,615.08 
MA Mastercard Incorporated
+2.21%
+$90,012.6 
WMT Walmart Inc.
+2.18%
+$9,503.55 
SCHD Schwab U.S. Dividend Equity ETF
+2.06%
+$239,004.99 
BMY Bristol-Myers Squibb Company
+1.84%
+$3,620.16 
MSFT Microsoft Corp.
+1.59%
+$136,135.5 
DVY iShares Select Dividend ETF
+1.49%
+$7,147.92 
AVUV Avantis U.S. Small Cap Value ETF
+1.29%
+$5,166.39 
LLY Eli Lilly and Company
+1.27%
+$63,170.8 
CVX Chevron Corporation
+1.26%
+$70,495.32 
PFE Pfizer Inc.
+1.25%
+$2,403.9 
XOM Exxon Mobil Corporation
+1.02%
+$3,168.68 
SFM Sprouts Farmers Market, Inc.
+0.97%
+$38,077.66 
JNJ Johnson & Johnson
+0.96%
+$4,500.63 
AAPL Apple Inc.
+0.9%
+$140,836.31 
EOG EOG Resources, Inc.
+0.89%
+$1,688.48 
KMI Kinder Morgan, Inc.
+0.89%
+$1,776.69 
COP ConocoPhillips
+0.77%
+$1,701.08 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+0.63%
+$2,981.84 
AEE Ameren Corporation
+0.62%
+$27,467.52 
DVN Devon Energy Corporation
+0.56%
+$1,047.36 
NFLX Netflix, Inc.
+0.47%
+$22,258.95 
JEPI JPMorgan Equity Premium Income Fund
+0.4%
+$5,966.55 
LMT Lockheed Martin Corporation
+0.34%
+$13,972.38 
GDOT Green Dot Corporation
+0.33%
+$3,479.13 
AMZN Amazon.com Inc
+0.33%
+$35,902.44 
VTV Vanguard Value ETF
+0.32%
+$45,136 
OXY Occidental Petroleum Corporation
+0.21%
+$9,427.82 
VB Vanguard Small-Cap ETF
+0.15%
+$891.45 
GOOG Alphabet Inc
+0.12%
+$1,794.04 
GOOGL Alphabet Inc
+0.11%
+$16,676.75 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$517.07 
SCHW Charles Schwab Corporation
+0.02%
+$70.04 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$988.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MU Micron Technology, Inc.
-6.22%
-$57,518.16 
VRT Vertiv Holdings Co
-4.67%
-$373,854.24 
FIX Comfort Systems USA, Inc.
-4.22%
-$442,365.5 
TQQQ ProShares UltraPro QQQ
-4.16%
-$21,526.4 
CAT Caterpillar Inc.
-3.77%
-$84,650.75 
STRL Sterling Infrastructure, Inc.
-3.7%
-$18,317.52 
AVGO Broadcom Inc.
-3.59%
-$49,325.77 
CSCO Cisco Systems, Inc.
-3.44%
-$12,796.16 
NVDA NVIDIA Corporation
-2.5%
-$314,171.46 
META Meta Platforms Inc Class A
-1.87%
-$157,662.56 
FLR Fluor Corporation
-1.82%
-$4,761.9 
AVEM Avantis Emerging Markets Equity ETF
-1.7%
-$7,480.2 
GLD SPDR Gold Shares
-1.65%
-$7,840.28 
TSLA Tesla, Inc.
-1.57%
-$18,311.34 
QQQM Invesco NASDAQ 100 ETF
-1.4%
-$5,290.53 
WBD Warner Bros. Discovery, Inc.
-1.39%
-$64,358.7 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$165,781.16 
RIG Transocean Ltd.
-1.06%
-$1,065.35 
AVDV Avantis International Small Cap Value ETF
-1%
-$8,111.25 
AVDE Avantis International Equity ETF
-0.89%
-$4,127.76 
DXIV Dimensional International Vector Equity ETF
-0.83%
-$3,693.16 
AVIV Avantis International Large Cap Value ETF
-0.77%
-$2,848.09 
DFAI Dimensional International Core Equity Market ETF
-0.61%
-$1,330.34 
JPM JPMorgan Chase & Co.
-0.51%
-$27,250.77 
ESGU iShares ESG Aware MSCI USA ETF
-0.5%
-$2,368.55 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.47%
-$72,649.83 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.41%
-$6,888.27 
IVV iShares Core S&P 500 ETF
-0.38%
-$1,119.4 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$4,776.88 
VOO Vanguard S&P 500 ETF
-0.37%
-$50,942.51 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.37%
-$1,848 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$43,961.93 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$961.05 
VYMI Vanguard International High Dividend Yield Index Fund
-0.34%
-$1,550.5 
AVUS Avantis U.S. Equity ETF
-0.2%
-$607 
VO Vanguard Mid-Cap ETF
-0.17%
-$18,549 
APAM Artisan Partners Asset Management Inc.
-0.15%
-$353.4 
XLU Utilities Select Sector SPDR Fund
-0.03%
-$70.91 Events
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Dividends
Dividend Analysis
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| Trades 734 | Longs Won 463/734 63% | Profit Factor 14.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $558,103.42 |
| Average Win $235,181.81 | Best Trade (Jul 10) $7.32M | Sharpe Ratio -10.27 |
| Average Loss -$27,748.36 | Worst Trade (Jul 10) -$899,884.38 | Z-Score -0.11 (8.77%) |
| Commissions $0 | Avg. Trade Length 8m 4w | Expectancy $138,105.41 |
| 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 | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
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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