Nathaniel W. Klitzing Portfolio
Invests via Cambridge Capital Management LLC | Managed by Nathaniel W. Klitzing
Invests via Cambridge Capital Management LLC
Managed by Nathaniel W. Klitzing
Automatically Tracked
Senior investor and operator with experience in corporate finance, M&A and private capital markets, focusing on growth-stage technology and healthcare investments. Nathaniel W. Klitzing combines transactional experience with portfolio oversight, capital raising and strategic planning, and has worked across buyouts, minority investments and corporate restructurings. Market-oriented profile valued for deal execution, operational improvement and investor communications.
Senior investor and operator with experience in corporate finance, M&A and private capital markets, focusing on growth-stage technology and healthcare investments. Nathaniel W. Klitzing combines transactional experience with portfolio oversight, capital raising and strategic planning, and has worked across buyouts, minority investments and corporate restructurings. Market-oriented profile valued for deal execution, operational improvement and investor communications.
Investment Philosophy & Strategy
Combines operator-led, value-creation investing with a market-oriented, growth-stage focus in technology and healthcare. Prioritizes transactions that allow active operational improvement and governance influence, employing flexible capital structures across buyouts, minority stakes and restructurings. Allocates capital with a bias toward scalable revenue models, clear path to margin expansion and disciplined exit timelines. Emphasizes rigorous due diligence, execution focus and investor communications to de-risk value realization.
Combines operator-led, value-creation investing with a market-oriented, growth-stage focus in technology and healthcare. Prioritizes transactions that allow active operational improvement and governance influence, employing flexible capital structures across buyouts, minority stakes and restructurings. Allocates capital with a bias toward scalable revenue models, clear path to margin expansion and disciplined exit timelines. Emphasizes rigorous due diligence, execution focus and investor communications to de-risk value realization.
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:
54.04%
Gain +0.07%
Monthly
1.36%
Yearly
17.59%
Drawdown
19.2%
$266.57M
Equity
Holdings
$266.57M
Investment
$204.76M
$63.49M
Profit +$413,647.1
Realized
$1.68M
Unrealized
$61.81M
Dividends
$9.39M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$413,647.1
Win %
78%
This Week
Compared To Last Week
Gain
0.16%
Profit
$413,647.1
Win %
78%
This Month
Compared to last month
Gain
1.52%
Profit
$4M
Win %
78%
This Year
Compared to last year
Gain
1.23%
Profit
$3.3M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$76,778.22 
MSFT Microsoft Corp.
+3.02%
+$7,804.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$23,447.04 
ESE Esco Technologies Inc.
+1.21%
+$4,486.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$72,813.32 
VUG Vanguard Growth ETF
+1.1%
+$376,745.79 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$15,641.36 
AEE Ameren Corporation
+0.79%
+$6,308.96 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,857.38 
VOO Vanguard S&P 500 ETF
+0.71%
+$92,433.1 
CAT Caterpillar Inc.
+0.7%
+$1,474.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,092.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,265.84 
IWB iShares Russell 1000 ETF
+0.64%
+$2,559.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,271.74 
IWD iShares Russell 1000 Value ETF
+0.44%
+$8,031.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$965.34 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$529.12 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$786.81 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$96.1 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$85.16 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$93,666.4 
XOM Exxon Mobil Corporation
-0.97%
-$2,952.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$132,884.32 
SCHF Schwab International Equity ETF
-0.58%
-$32,888.64 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$125,368.1 
VNQ Vanguard Real Estate ETF
-0.54%
-$102,383.46 
CGMU Capital Group Municipal Income ETF
-0.44%
-$2,746.92 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$14,110.92 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,229.48 
VTV Vanguard Value ETF
-0.27%
-$107,384.08 
SXT Sensient Technologies Corporation
-0.23%
-$655.98 
VB Vanguard Small-Cap ETF
-0.22%
-$17,525.11 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$455.11 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$34,521 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,548.32 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,627.79 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,514.43 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$9,270.21 
MUB iShares National Muni Bond ETF
-0.11%
-$802.68 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$890.16 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$306.06 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$5,898.66 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$407.15 
VO Vanguard Mid-Cap ETF
-0.05%
-$191.4 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$7,194.52 Events
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Dividends
Dividend Analysis
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| Trades 383 | Longs Won 308/383 80% | Profit Factor 72.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $991,184.72 |
| Average Win $209,043.86 | Best Trade (Aug 13) $14.53M | Sharpe Ratio -9.86 |
| Average Loss -$11,911.11 | Worst Trade (Sep 01) -$162,729.28 | Z-Score 17.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 6d | Expectancy $165,775.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,820 | $811,942.9 | $1.18M | - | $368,093.3 | 45.33% | -7.354% |
| AEE Ameren Corporation | 7,336 | $732,572.65 | $804,098.96 | - | $71,526.31 | 9.76% | +0.791% |
| AMZN Amazon.com Inc | 2,128 | $328,529.02 | $577,922.22 | - | $249,393.2 | 75.91% | +15.321% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 230,140 | $17.68M | $17.38M | - | -$298,190.12 | -1.69% | -0.198% |
| BRK-B Berkshire Hathaway Inc. | 519 | $258,333.04 | $265,489.26 | - | $7,156.22 | 2.77% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 5,101 | $393,022.42 | $395,735.58 | - | $2,713.16 | 0.69% | -0.077% |
| CAT Caterpillar Inc. | 260 | $276,856 | $211,850.6 | - | -$65,005.4 | -23.48% | +0.701% |
| CGMU Capital Group Municipal Income ETF | 22,891 | $628,814 | $618,057 | - | -$10,757 | -1.71% | -0.442% |
| CGNG Capital Group New Geography Equity ETF | 78,681 | $2.58M | $2.81M | - | $226,902.45 | 8.8% | +0.028% |
| DFAS Dimensional U.S. Small Cap ETF | 11,627 | $744,817.47 | $942,135.8 | - | $197,318.33 | 26.49% | -0.172% |
| DFIC Dimensional International Core Equity Market ETF | 569,855 | $19.59M | $21.71M | - | $2.12M | 10.81% | -0.574% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 196,622 | $9.41M | $9.3M | - | -$107,642.73 | -1.14% | -0.063% |
| ESE Esco Technologies Inc. | 1,187 | $227,750 | $374,249.24 | - | $146,499.24 | 64.32% | +1.213% |
| IJH iShares Core S&P Mid-Cap ETF | 11,127 | $622,186.76 | $837,529.29 | - | $215,342.53 | 34.61% | -0.106% |
| IJR iShares Core S&P Small-Cap ETF | 179,908 | $19.78M | $26.17M | - | $6.39M | 32.29% | -0.027% |
| IJS iShares S&P Small-Cap 600 Value ETF | 4,409 | $454,582.03 | $599,447.68 | - | $144,865.65 | 31.87% | +0.088% |
| IJT iShares S&P Small-Cap 600 Growth ETF | 1,230 | $219,677 | $212,421 | - | -$7,256 | -3.3% | -0.214% |
| IVV iShares Core S&P 500 ETF | 1,190 | $731,046.96 | $892,880.81 | - | $161,833.85 | 22.14% | +0.687% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 12,212 | $917,638.09 | $1.65M | - | $734,034.91 | 79.99% | +1.44% |
| IWB iShares Russell 1000 ETF | 992 | $261,533.99 | $405,112.96 | - | $143,578.97 | 54.9% | +0.636% |
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FAQ
Which stocks have generated the highest profits for Nathaniel W. Klitzing?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $1.59M, Vanguard Real Estate ETF - $1.35M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.33M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1M, and Vanguard Growth ETF - $911,217.32. 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: Johnson & Johnson - $23,490, Berkshire Hathaway Inc - $19,145.07, Sensient Technologies Corporation - $6,627.32, and iShares S&P Small-Cap 600 Growth ETF - $5,572.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nathaniel W. Klitzing's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.39M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.59M, Vanguard Real Estate ETF - $1.35M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.12M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1M, and iShares Core S&P Small-Cap ETF - $729,382.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nathaniel W. Klitzing's monthly returns?
Nathaniel W. Klitzing'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 Nathaniel W. Klitzing's strategy be considered aggressive or moderate?
Nathaniel W. Klitzing'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 Nathaniel W. Klitzing's strategy?
Nathaniel W. Klitzing'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.
