Cole Holmlund Portfolio
Invests via Alaethes Wealth LLC | Managed by Cole Holmlund
Invests via Alaethes Wealth LLC
Managed by Cole Holmlund
Automatically Tracked
Cole Holmlund Profile
With a diverse background in financial technology and investment, Cole Holmlund has established himself as an influential leader in the startup ecosystem. He co-founded several innovative ventures focused on disrupting traditional finance through digital solutions. His expertise lies in leveraging technology to enhance operational efficiency and expand market reach for emerging companies. Known for his hands-on approach, he actively engages with early-stage businesses to guide them through critical growth phases. Additionally, Cole's strong network within venture capital circles positions him uniquely to foster strategic partnerships that drive scalable success.
With a diverse background in financial technology and investment, Cole Holmlund has established himself as an influential leader in the startup ecosystem. He co-founded several innovative ventures focused on disrupting traditional finance through digital solutions. His expertise lies in leveraging technology to enhance operational efficiency and expand market reach for emerging companies. Known for his hands-on approach, he actively engages with early-stage businesses to guide them through critical growth phases. Additionally, Cole's strong network within venture capital circles positions him uniquely to foster strategic partnerships that drive scalable success.
Investment Philosophy & Strategy
Growth potential in the financial technology sector drives investment decisions for Cole Holmlund. His entrepreneurial spirit and hands-on engagement with startups lead to a robust approach that emphasizes transformative strategies tailored to disruptive business models. Focusing on innovation, he identifies opportunities where technology can enhance efficiency and market access, thereby fostering scalability. This proactive involvement in nurturing early-stage companies allows him to leverage his extensive network effectively, facilitating strategic partnerships essential for navigating complex market landscapes.
Growth potential in the financial technology sector drives investment decisions for Cole Holmlund. His entrepreneurial spirit and hands-on engagement with startups lead to a robust approach that emphasizes transformative strategies tailored to disruptive business models. Focusing on innovation, he identifies opportunities where technology can enhance efficiency and market access, thereby fostering scalability. This proactive involvement in nurturing early-stage companies allows him to leverage his extensive network effectively, facilitating strategic partnerships essential for navigating complex market landscapes.
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:
91.77%
Gain -2.34%
Monthly
1.23%
Yearly
15.87%
Drawdown
23.61%
$367.18M
Equity
Holdings
$367.18M
Investment
$265.69M
$114.98M
Profit -$4.07M
Realized
$13.49M
Unrealized
$101.49M
Dividends
$22.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.34%
Profit
-$4.07M
Win %
74%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$2.49M
Win %
74%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.53M
Win %
74%
This Year
Compared to last year
Gain
7.72%
Profit
$26.33M
Win %
73%
MU Micron Technology, Inc.
+4.57%
+$34,712.57 
AVGO Broadcom Inc.
+2.93%
+$263,069.34 
DASH DoorDash, Inc.
+2.84%
+$61,823.83 
GOOG Alphabet Inc
+2.41%
+$261,947.85 
SPOT Spotify Technology S.A.
+2.37%
+$42,967.26 
GOOGL Alphabet Inc
+2.3%
+$53,536.24 
ISRG Intuitive Surgical, Inc.
+2.15%
+$38,650.51 
AMZN Amazon.com Inc
+2.01%
+$209,569.99 
MSFT Microsoft Corp.
+2%
+$164,419.83 
MPC Marathon Petroleum Corporation
+1.66%
+$6,785.8 
NOC Northrop Grumman Corporation
+1.55%
+$2,803.76 
AXON Axon Enterprise, Inc.
+1.46%
+$21,365.03 
ANET Arista Networks, Inc.
+1.43%
+$103,044.37 
CVX Chevron Corporation
+1.39%
+$46,189.17 
WMB The Williams Companies, Inc.
+1.36%
+$54,639.43 
ALL Allstate Corporation
+1.35%
+$3,420.55 
HII Huntington Ingalls Industries Inc.
+1.26%
+$22,349.28 
CBOE Cboe Global Markets Inc.
+1.25%
+$36,432.44 
ZS Zscaler Inc.
+1.21%
+$16,421.86 
KMI Kinder Morgan, Inc.
+1.13%
+$35,260.46 
LNG Cheniere Energy Inc.
+1.07%
+$31,786.98 
XOM Exxon Mobil Corporation
+1%
+$45,933.28 
GD General Dynamics Corporation
+0.95%
+$20,479.66 
TMUS T-Mobile US, Inc.
+0.94%
+$22,204.8 
META Meta Platforms Inc Class A
+0.88%
+$43,638.52 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$15,172.85 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$4,668.96 
CRWD CrowdStrike Holdings, Inc.
+0.71%
+$41,144.32 
V Visa Inc. Class A
+0.7%
+$23,334.17 
PGR Progressive Corporation
+0.69%
+$13,032.58 
NVDA NVIDIA Corporation
+0.6%
+$85,428.06 
TM Toyota Motor Corporation
+0.54%
+$8,737.3 
UBER Uber Technologies, Inc.
+0.54%
+$8,048.04 
VUG Vanguard Growth ETF
+0.52%
+$3,508.56 
EQNR Equinor ASA Sponsored ADR
+0.46%
+$6,455.58 
AMAT Applied Materials, Inc.
+0.3%
+$22,628.46 
LHX L3Harris Technologies, Inc.
+0.29%
+$5,469.7 
BSX Boston Scientific Corporation
+0.28%
+$2,017.25 
SYK Stryker Corporation
+0.28%
+$4,331.63 
QCOM QUALCOMM Incorporated
+0.27%
+$728.18 
DUK Duke Energy Corporation
+0.26%
+$5,410.24 
IVV iShares Core S&P 500 ETF
+0.24%
+$10,308.65 
T AT&T Inc.
+0.23%
+$3,242.75 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$5,549.11 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.22%
+$1,010.11 
VOO Vanguard S&P 500 ETF
+0.21%
+$5,355.35 
CB Chubb Limited
+0.2%
+$6,274.8 
CME CME Group Inc.
+0.19%
+$4,292.04 
SPGI S&P Global Inc.
+0.14%
+$2,896.74 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,880.16 
VRTX Vertex Pharmaceuticals Incorporated
+0.04%
+$750.31 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$28.8 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.51%
-$61,951.32 
AAPL Apple Inc.
-2.84%
-$500,226.86 
TFC Truist Financial Corporation
-2.67%
-$6,571.6 
TSLA Tesla, Inc.
-2.07%
-$4,702.44 
MS Morgan Stanley
-1.93%
-$85,680.9 
UBS UBS Group AG
-1.85%
-$68,096.93 
NFLX Netflix, Inc.
-1.75%
-$21,358.62 
DE Deere & Company
-1.72%
-$48,447.72 
SBUX Starbucks Corporation
-1.71%
-$8,448.17 
HD The Home Depot, Inc.
-1.61%
-$8,469.3 
MRK Merck & Co., Inc.
-1.46%
-$5,779.02 
ADBE Adobe Inc.
-1.45%
-$7,514.1 
CAT Caterpillar Inc.
-1.43%
-$68,481.16 
WMT Walmart Inc.
-1.42%
-$6,591 
SRE Sempra
-1.3%
-$27,284.4 
FITB Fifth Third Bancorp
-1.29%
-$3,962.25 
LRCX Lam Research Corporation
-1.18%
-$4,349.75 
KR Kroger Co.
-1.08%
-$24,257.63 
CGW Invesco S&P Global Water Index ETF
-1.06%
-$2,447.9 
NEE NextEra Energy, Inc.
-0.99%
-$25,006.96 
D Dominion Energy, Inc.
-0.97%
-$18,263.61 
LLY Eli Lilly and Company
-0.91%
-$45,817.3 
JNJ Johnson & Johnson
-0.86%
-$2,584.19 
XBI SPDR S&P Biotech ETF
-0.83%
-$6,566.35 
BAC Bank of America Corporation
-0.77%
-$14,148.88 
BTI British American Tobacco p.l.c. ADR
-0.76%
-$20,577.95 
PG Procter & Gamble Co
-0.71%
-$1,511.91 
UNP Union Pacific Corporation
-0.71%
-$16,217.82 
SO The Southern Company
-0.64%
-$14,406.37 
AXP American Express Company
-0.54%
-$9,269.74 
VICI Vici Properties Inc.
-0.5%
-$7,029.72 
ASML ASML Holding N.V. New York Registry Shares
-0.49%
-$34,686.72 
VRP Invesco Variable Rate Preferred ETF
-0.47%
-$1,257.3 
PM Philip Morris International Inc.
-0.47%
-$14,367.6 
COST Costco Wholesale Corporation
-0.46%
-$2,445.96 
MCK McKesson Corporation
-0.41%
-$6,681.6 
VZ Verizon Communications Inc.
-0.39%
-$6,786.23 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.33%
-$2,628.08 
JPM JPMorgan Chase & Co.
-0.32%
-$14,122.21 
MCD McDonald's Corporation
-0.31%
-$878.42 
WM Waste Management, Inc.
-0.31%
-$1,538.36 
VCRB Vanguard Core Bond ETF
-0.27%
-$84,646.65 
ABBV AbbVie Inc.
-0.27%
-$6,629.42 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.26%
-$93,292.49 
ROK Rockwell Automation, Inc.
-0.25%
-$6,674.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$2,459.56 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.21%
-$588.57 
NSC Norfolk Southern Corporation
-0.2%
-$481.44 
CSCO Cisco Systems, Inc.
-0.14%
-$787.2 
PANW Palo Alto Networks, Inc.
-0.12%
-$7,850.94 
TDG TransDigm Group Inc.
-0.11%
-$3,262.09 
IAU iShares Gold Trust
-0.1%
-$3,127.14 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$6,214.75 
GLD SPDR Gold Shares
-0.1%
-$6,942.79 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$528.9 
VGSH Vanguard Short-Term Treasury Fund
-0.1%
-$519.2 
VTV Vanguard Value ETF
-0.09%
-$234.2 
SAP SAP SE Sponsored ADR
-0.04%
-$665.46 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$2,445.73 
IWR iShares Russell Mid-Cap ETF
-0.01%
-$13.69 
CLIP Global X 1-3 Month T-Bill ETF
0%
-$74.06 Events
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Dividends
Dividend Analysis
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| Trades 2327 | Longs Won 1390/2327 59% | Profit Factor 4.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $324,556.08 |
| Average Win $103,435.08 | Best Trade (Jul 19) $8.73M | Sharpe Ratio -9.39 |
| Average Loss -$30,733.5 | Worst Trade (Dec 31) -$1.46M | Z-Score 1.3 (80.54%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 5d | Expectancy $49,410.17 |
| 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 | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
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Returns
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FAQ
Which stocks have generated the highest profits for Cole Holmlund?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.55M, Blackstone Inc - $2.35M, Vanguard Intermediate-Term Treasury Fund - $1.79M, Broadcom Inc - $1.73M, and Mitsubishi UFJ Financial Group, Inc. Sponsored ADR - $1.71M. 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: PayPal Holdings Inc - $1.82M, Intel Corporation - $952,764.31, Global X U.S. Preferred ETF - $589,776.34, BlackRock, Inc - $502,012.73, and Best Buy Co., Inc - $448,591.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cole Holmlund's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.04M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.79M, Vanguard Short-Term Treasury Fund - $1.74M, Global X 1-3 Month T-Bill ETF - $1.41M, Vanguard Core Bond ETF - $1.21M, and Vanguard Short-Term Corporate Bond ETF - $667,917.65. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cole Holmlund's monthly returns?
Cole Holmlund'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 Cole Holmlund's strategy be considered aggressive or moderate?
Cole Holmlund'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 Cole Holmlund's strategy?
Cole Holmlund'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.
