CH
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:
26.84%
Gain +0.83%
Monthly
0.47%
Yearly
5.81%
Drawdown
15.36%
$376.34M
Equity
Holdings
$376.34M
Investment
$267.73M
$121.97M
Profit +$3.76M
Realized
$13.36M
Unrealized
$108.61M
Dividends
$21.53M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.83%
Profit
$3.76M
Win %
77%
This Week
Compared To Last Week
Gain
1.01%
Profit
$3.76M
Win %
77%
This Month
Compared to last month
Gain
-0.35%
Profit
-$1.32M
Win %
77%
This Year
Compared to last year
Gain
0.09%
Profit
$1.98M
Win %
76%
MU Micron Technology, Inc.
+8.68%
+$76,289.81 
DASH DoorDash, Inc.
+8.52%
+$151,723.72 
LRCX Lam Research Corporation
+5.56%
+$24,124.62 
ORCL Oracle Corporation
+5.07%
+$130,181.49 
UBER Uber Technologies, Inc.
+4.9%
+$69,561.89 
META Meta Platforms Inc Class A
+4.4%
+$192,287.55 
QCOM QUALCOMM Incorporated
+4.19%
+$14,057.04 
AMAT Applied Materials, Inc.
+3.89%
+$317,367.03 
GLD SPDR Gold Shares
+3.6%
+$268,447.01 
AXP American Express Company
+3.58%
+$55,930.93 
IAU iShares Gold Trust
+3.51%
+$111,169.42 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.38%
+$256,750.02 
XLK State Street Technology Select Sector SPDR ETF
+3.25%
+$19,760.88 
TM Toyota Motor Corporation
+3.21%
+$51,325.89 
AMZN Amazon.com Inc
+3.07%
+$308,662.44 
GOOGL Alphabet Inc
+2.66%
+$64,243.48 
QQQ Invesco QQQ Trust, Series 1
+2.63%
+$51,070.17 
GOOG Alphabet Inc
+2.5%
+$280,613.59 
TDG TransDigm Group Inc.
+2.44%
+$72,989.55 
VUG Vanguard Growth ETF
+2.35%
+$15,948 
AVGO Broadcom Inc.
+2.3%
+$213,364.63 
ROK Rockwell Automation, Inc.
+2.28%
+$59,731.35 
CAT Caterpillar Inc.
+2.17%
+$107,612.95 
NVDA NVIDIA Corporation
+2.08%
+$298,648.09 
ADBE Adobe Inc.
+2.05%
+$9,104.03 
MS Morgan Stanley
+1.9%
+$84,132.59 
MSFT Microsoft Corp.
+1.79%
+$146,035.29 
AAPL Apple Inc.
+1.78%
+$272,515.87 
VOO Vanguard S&P 500 ETF
+1.56%
+$38,917.44 
SPY SPDR S&P 500 ETF Trust
+1.54%
+$37,753.29 
AXON Axon Enterprise, Inc.
+1.42%
+$17,991.21 
SPGI S&P Global Inc.
+1.4%
+$26,898.3 
SAP SAP SE Sponsored ADR
+1.38%
+$25,176.57 
DE Deere & Company
+1.35%
+$36,737.25 
UBS UBS Group AG
+1.33%
+$45,397.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$13,599.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.3%
+$5,946.6 
IVV iShares Core S&P 500 ETF
+1.27%
+$55,327.94 
XBI SPDR S&P Biotech ETF
+1.26%
+$8,584.8 
HD The Home Depot, Inc.
+1.25%
+$6,386.92 
ANET Arista Networks, Inc.
+1.08%
+$75,252.32 
TSLA Tesla, Inc.
+0.99%
+$2,395.93 
ISRG Intuitive Surgical, Inc.
+0.98%
+$21,124.81 
PANW Palo Alto Networks, Inc.
+0.97%
+$49,661.76 
ZS Zscaler Inc.
+0.94%
+$11,008.06 
BRK-B Berkshire Hathaway Inc.
+0.85%
+$16,373.06 
HII Huntington Ingalls Industries Inc.
+0.83%
+$16,260.01 
IWR iShares Russell Mid-Cap ETF
+0.8%
+$2,382.06 
VRTX Vertex Pharmaceuticals Incorporated
+0.79%
+$13,924.96 
V Visa Inc. Class A
+0.79%
+$23,566.03 
NFLX Netflix, Inc.
+0.76%
+$10,812.25 
CGW Invesco S&P Global Water Index ETF
+0.76%
+$1,661.77 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.71%
+$2,032.21 
MCD McDonald's Corporation
+0.67%
+$2,019.84 
ASML ASML Holding N.V. New York Registry Shares
+0.66%
+$49,736.64 
VTV Vanguard Value ETF
+0.64%
+$1,615.98 
D Dominion Energy, Inc.
+0.41%
+$7,411.32 
DUK Duke Energy Corporation
+0.38%
+$7,980.95 
CBOE Cboe Global Markets Inc.
+0.37%
+$11,592.14 
CRWD CrowdStrike Holdings, Inc.
+0.34%
+$16,844.87 
PGR Progressive Corporation
+0.33%
+$6,084.94 
BAC Bank of America Corporation
+0.31%
+$5,268.2 
PG Procter & Gamble Co
+0.31%
+$649.98 
JPM JPMorgan Chase & Co.
+0.24%
+$10,199.28 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.23%
+$81,254.74 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.22%
+$1,718.36 
VCRB Vanguard Core Bond ETF
+0.2%
+$64,032.36 
VTEB Vanguard Tax-Exempt Bond ETF
+0.19%
+$11,808.02 
VRP Invesco Variable Rate Preferred ETF
+0.18%
+$491.99 
ALL Allstate Corporation
+0.15%
+$345.1 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.15%
+$846.24 
SPOT Spotify Technology S.A.
+0.15%
+$2,765.97 
BSX Boston Scientific Corporation
+0.15%
+$1,129.66 
SO The Southern Company
+0.13%
+$2,834.04 
SBUX Starbucks Corporation
+0.13%
+$609.57 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$660.8 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$5,590.24 
KR Kroger Co.
+0.06%
+$1,528.04 
SRE Sempra
+0.05%
+$1,136.85 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$1,587.09 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$67.5 
EQNR Equinor ASA Sponsored ADR
-5.47%
-$75,188.52 
MPC Marathon Petroleum Corporation
-5.05%
-$17,436.1 
XOM Exxon Mobil Corporation
-4.35%
-$198,475.05 
CVX Chevron Corporation
-3.71%
-$123,082.63 
MRK Merck & Co., Inc.
-2.87%
-$10,625.95 
LNG Cheniere Energy Inc.
-2.81%
-$76,559.76 
TFC Truist Financial Corporation
-2.54%
-$6,172.61 
ABBV AbbVie Inc.
-2.27%
-$50,353.58 
UNP Union Pacific Corporation
-1.98%
-$41,191.82 
KMI Kinder Morgan, Inc.
-1.93%
-$59,411.46 
JNJ Johnson & Johnson
-1.63%
-$4,631.5 
VZ Verizon Communications Inc.
-1.32%
-$25,348.56 
LHX L3Harris Technologies, Inc.
-1.26%
-$25,503.37 
NOC Northrop Grumman Corporation
-1.17%
-$2,227.74 
NSC Norfolk Southern Corporation
-1.14%
-$2,534.64 
WM Waste Management, Inc.
-1.12%
-$5,148.78 
MCK McKesson Corporation
-1.04%
-$15,686.38 
FITB Fifth Third Bancorp
-1.03%
-$2,984.89 
PM Philip Morris International Inc.
-0.98%
-$28,735.2 
SYK Stryker Corporation
-0.96%
-$14,552.33 
CME CME Group Inc.
-0.68%
-$16,757.22 
T AT&T Inc.
-0.66%
-$10,052.52 
WMB The Williams Companies, Inc.
-0.62%
-$24,711.41 
WMT Walmart Inc.
-0.59%
-$2,920.32 
VICI Vici Properties Inc.
-0.51%
-$7,550.44 
CSCO Cisco Systems, Inc.
-0.4%
-$2,361.59 
BTI British American Tobacco p.l.c. ADR
-0.39%
-$10,397.28 
LLY Eli Lilly and Company
-0.35%
-$17,018.48 
COST Costco Wholesale Corporation
-0.31%
-$1,699.82 
CB Chubb Limited
-0.3%
-$8,627.94 
TMUS T-Mobile US, Inc.
-0.2%
-$4,687.68 
GD General Dynamics Corporation
-0.11%
-$2,337.2 
NEE NextEra Energy, Inc.
-0.05%
-$1,136.68 Events
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Dividends
Dividend Analysis
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| Trades 2327 | Longs Won 1413/2327 60% | Profit Factor 5.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $317,586.95 |
| Average Win $106,323.58 | Best Trade (Jun 15) $7.19M | Sharpe Ratio -9.23 |
| Average Loss -$30,922.47 | Worst Trade (Dec 31) -$1.46M | Z-Score 3.63 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w | Expectancy $52,416.02 |
| 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 | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
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Returns
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