Brent Garcia Portfolio
Invests via Broadwater Capital Management LLC | Managed by Brent Garcia
Invests via Broadwater Capital Management LLC
Managed by Brent Garcia
Automatically Tracked
Growth-stage investor and operator focused on technology and fintech, with experience sourcing and executing growth equity and strategic corporate investments; active in governance and commercial scaling for portfolio companies.
Brent Garcia brings cross-functional operating experience from product and corporate development roles and has supported multiple liquidity events and follow-on financings. Market-relevant strengths include sector diligence, go-to-market scaling, and board-level value creation for SMB-to-midmarket software companies.
Growth-stage investor and operator focused on technology and fintech, with experience sourcing and executing growth equity and strategic corporate investments; active in governance and commercial scaling for portfolio companies.
Brent Garcia brings cross-functional operating experience from product and corporate development roles and has supported multiple liquidity events and follow-on financings. Market-relevant strengths include sector diligence, go-to-market scaling, and board-level value creation for SMB-to-midmarket software companies.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities, prioritizing SMB-to-midmarket SaaS and platform companies where product-market fit is established and go-to-market scale is the lever for value creation. Employs growth equity and strategic corporate investments with conviction-weighted initial stakes and disciplined follow-on reserves. Investment decisions emphasize sector diligence, board-level governance, commercial scaling, and operational levers from product and corporate development to drive durable exit optionality over a multi-year horizon.
Focuses on growth-stage technology and fintech opportunities, prioritizing SMB-to-midmarket SaaS and platform companies where product-market fit is established and go-to-market scale is the lever for value creation. Employs growth equity and strategic corporate investments with conviction-weighted initial stakes and disciplined follow-on reserves. Investment decisions emphasize sector diligence, board-level governance, commercial scaling, and operational levers from product and corporate development to drive durable exit optionality over a multi-year horizon.
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:
1.16%
Gain
Monthly
0.04%
Yearly
0.45%
Drawdown
23%
$141.88M
Equity
Holdings
$141.88M
Investment
$105.5M
$37.85M
Profit -$1.36M
Realized
$1.47M
Unrealized
$36.37M
Dividends
$6.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.36M
Win %
76%
This Week
Compared To Last Week
Gain
0.09%
Profit
$122,856.68
Win %
76%
This Month
Compared to last month
Gain
1.1%
Profit
$1.55M
Win %
76%
This Year
Compared to last year
Gain
6.02%
Profit
$8.05M
Win %
76%
ESP Espey Mfg. & Electronics Corp.
+2.84%
+$648 
ORCL Oracle Corporation
+2.69%
+$1,047.19 
ALL Allstate Corporation
+2.66%
+$643 
GE General Electric Company
+2.48%
+$3,586.44 
CSCO Cisco Systems, Inc.
+2.36%
+$12,815.32 
UNH UnitedHealth Group Incorporated
+2.1%
+$15,557.98 
NOC Northrop Grumman Corporation
+1.96%
+$18,961.76 
GEV GE Vernova Inc.
+1.94%
+$2,050.2 
SHEL Shell plc
+1.89%
+$6,319.25 
CB Chubb Limited
+1.86%
+$7,621.95 
NTAP NetApp, Inc.
+1.66%
+$530 
ETN Eaton Corporation plc
+1.55%
+$49.04 
SWKS Skyworks Solutions Inc.
+1.54%
+$70.31 
ABT Abbott Laboratories
+1.45%
+$21,873.71 
F Ford Motor Company
+1.45%
+$123 
XBI SPDR S&P Biotech ETF
+1.44%
+$26,937 
XOM Exxon Mobil Corporation
+1.44%
+$45,189.15 
CVX Chevron Corporation
+1.18%
+$16,854.39 
SOLS Sollensys Corp
+1.15%
+$994.27 
PSX Phillips 66
+1.14%
+$2,065.5 
KOF Coca-Cola FEMSA S.A.B. de C.V. ADR
+1.14%
+$23.2 
ABBV AbbVie Inc.
+1.09%
+$36,576.46 
PM Philip Morris International Inc.
+1.06%
+$28.28 
WELL Welltower Inc.
+1.04%
+$501 
AFL Aflac Inc.
+1.03%
+$175.26 
VLO Valero Energy Corporation
+1.03%
+$18.48 
GLD SPDR Gold Shares
+0.98%
+$212.1 
EMR Emerson Electric Co.
+0.98%
+$1,088 
JNJ Johnson & Johnson
+0.97%
+$53,674.71 
EPD Enterprise Products Partners L.P.
+0.96%
+$1,091.35 
CAT Caterpillar Inc.
+0.95%
+$1,664 
BMY Bristol-Myers Squibb Company
+0.93%
+$4,328.8 
CVS CVS Health Corporation
+0.92%
+$10,985.8 
RTX RTX Corporation
+0.88%
+$6,983.48 
COP ConocoPhillips
+0.81%
+$3,094 
SELF Global Self Storage Inc.
+0.78%
+$80 
NVS Novartis AG Sponsored ADR
+0.74%
+$418.1 
TEAM Atlassian Corporation Class A
+0.65%
+$1.8 
AMT American Tower Corporation
+0.57%
+$238.62 
SGDM Sprott Gold Miners ETF
+0.57%
+$7.08 
LMT Lockheed Martin Corporation
+0.56%
+$1,416.45 
IHF iShares U.S. Healthcare Providers ETF
+0.53%
+$48 
SLV iShares Silver Trust
+0.53%
+$127.47 
MPC Marathon Petroleum Corporation
+0.5%
+$4,743 
MRK Merck & Co., Inc.
+0.47%
+$17,899.2 
OHI Omega Healthcare Investors Inc.
+0.46%
+$340.4 
SCCO Southern Copper Corporation
+0.44%
+$1,078.74 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$144.37 
BA Boeing Company
+0.36%
+$57.37 
ADBE Adobe Inc.
+0.34%
+$49.6 
GHM Graham Corporation
+0.3%
+$5.28 
VTRS Viatris Inc.
+0.29%
+$43.01 
SYY Sysco Corporation
+0.27%
+$190.3 
GDX VanEck Gold Miners ETF
+0.24%
+$35.02 
ZBRA Zebra Technologies Corporation
+0.22%
+$87 
TGT Target Corporation
+0.21%
+$331.79 
LHX L3Harris Technologies, Inc.
+0.21%
+$52.51 
CWT California Water Service Group
+0.16%
+$112 
BIP Brookfield Infrastructure Partners L.P.
+0.14%
+$64.35 
PDP Invesco Dorsey Wright Momentum ETF
+0.14%
+$17.57 
HON Honeywell International Inc.
+0.12%
+$841.73 
NLOP Net Lease Office Properties.
+0.09%
+$0.06 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$2.47 
JPM JPMorgan Chase & Co.
+0.07%
+$470.23 
DLR Digital Realty Trust, Inc.
+0.06%
+$70.39 
WY Weyerhaeuser Company
+0.06%
+$21.6 
PYPL PayPal Holdings Inc
+0.04%
+$44 
SLP Simulations Plus, Inc.
+0.03%
+$3.5 
WFC Wells Fargo & Company
+0.02%
+$2 
VTV Vanguard Value ETF
+0.01%
+$1.5 
EXAS Exact Sciences Corp
0%
$0 
HOLX Hologic Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.83%
-$297,894.13 
UPST Upstart Holdings, Inc.
-4.47%
-$276 
GEHC GE HealthCare Technologies Inc.
-4.02%
-$139.92 
SYK Stryker Corporation
-3.4%
-$72,731.25 
KO The Coca-Cola Company
-3.3%
-$130,228 
META Meta Platforms Inc Class A
-2.94%
-$13,307.62 
GSK GSK plc Sponsored ADR
-2.68%
-$424.5 
TTD The Trade Desk, Inc. Class A
-2.64%
-$3,029.4 
WSO Watsco Inc.
-2.53%
-$292.65 
OTIS Otis Worldwide Corporation
-2.52%
-$3,443.58 
FAST Fastenal Co.
-2.52%
-$18,800 
EW Edwards Lifesciences Corporation
-2.39%
-$2,520 
IBM International Business Machines Corporation
-2.39%
-$33,759.59 
BAX Baxter International Inc.
-2.23%
-$208 
GOOG Alphabet Inc
-2.2%
-$166,666.5 
GOOGL Alphabet Inc
-2.18%
-$214,778.33 
ZBH Zimmer Biomet Holdings, Inc.
-2.08%
-$146.62 
NKE Nike, Inc. - Class B
-2.08%
-$13,163.67 
FISV Fiserv, Inc.
-2.01%
-$208.1 
DIS The Walt Disney Company
-1.96%
-$27,713.4 
MSFT Microsoft Corp.
-1.86%
-$229,788.11 
TMO Thermo Fisher Scientific Inc.
-1.82%
-$19.79 
NLY Annaly Capital Management, Inc.
-1.77%
-$253.15 
V Visa Inc. Class A
-1.74%
-$254 
ITW Illinois Tool Works Inc.
-1.72%
-$29.16 
SBUX Starbucks Corporation
-1.7%
-$6,642.4 
SPGI S&P Global Inc.
-1.66%
-$26,734.36 
EMBC Embecta Corp.
-1.64%
-$1.1 
PAYX Paychex Inc.
-1.64%
-$10,290 
VWO Vanguard FTSE Emerging Markets ETF
-1.62%
-$106.96 
BR Broadridge Financial Solutions, Inc.
-1.61%
-$1,235 
ADP Automatic Data Processing Inc.
-1.56%
-$19,220 
TMP Tompkins Financial Corporation
-1.54%
-$294 
PEP PepsiCo, Inc.
-1.51%
-$12,195.8 
OMAB Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. American Depositary Receipt
-1.51%
-$32.4 
MAT Mattel Inc.
-1.5%
-$33 
TXN Texas Instruments Inc
-1.47%
-$2,357.04 
BIIB Biogen Inc.
-1.45%
-$302.42 
FLO Flowers Foods, Inc.
-1.45%
-$3,896.87 
MCD McDonald's Corporation
-1.44%
-$75,487.93 
GIS General Mills, Inc.
-1.41%
-$11,129.99 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.4%
-$124.78 
ODFL Old Dominion Freight Line, Inc.
-1.36%
-$258.4 
AJG Arthur J. Gallagher & Co.
-1.34%
-$688 
AVY Avery Dennison Corporation
-1.34%
-$7,324.8 
BDX Becton, Dickinson and Company
-1.31%
-$6,098.55 
DOV Dover Corporation
-1.25%
-$1,092 
ROP Roper Technologies Inc.
-1.23%
-$9,616.74 
INTC Intel Corporation
-1.12%
-$41,507.76 
AMGN Amgen Inc.
-1.06%
-$229.1 
BL BlackLine, Inc. Common Stock
-1.04%
-$409.89 
NVDA NVIDIA Corporation
-1.02%
-$253.2 
CHD Church & Dwight Co., Inc.
-0.94%
-$4,836 
ADI Analog Devices, Inc.
-0.91%
-$38,916 
COST Costco Wholesale Corporation
-0.9%
-$25.47 
CMCSA Comcast Corp
-0.87%
-$100.38 
IWF iShares Russell 1000 Growth ETF
-0.86%
-$104.5 
QCOM QUALCOMM Incorporated
-0.84%
-$6,081.12 
FXD First Trust Consumer Discretionary AlphaDEX Fund
-0.84%
-$27.73 
ECL Ecolab Inc.
-0.82%
-$19,955.89 
DCI Donaldson Company, Inc.
-0.81%
-$5,254 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.81%
-$14.32 
QQQ Invesco QQQ Trust, Series 1
-0.81%
-$181.76 
FDX FedEx Corporation
-0.79%
-$125.5 
EXPD Expeditors International of Washington, Inc.
-0.79%
-$6,006 
IWN iShares Russell 2000 Value ETF
-0.78%
-$26.25 
LIN Linde plc
-0.76%
-$1,585.99 
CSX CSX Corporation
-0.75%
-$566.97 
XEL Xcel Energy Inc.
-0.72%
-$414 
KD Kyndryl Holdings Inc.
-0.71%
-$88.14 
GWW W.W. Grainger, Inc.
-0.69%
-$96.2 
OTTR Otter Tail Corporation
-0.65%
-$57.95 
VPL Vanguard FTSE Pacific ETF
-0.65%
-$8.52 
SOLV Solventum Corporation
-0.65%
-$661.97 
CL Colgate-Palmolive Company
-0.64%
-$5,670 
IWS iShares Russell Mid-Cap Value ETF
-0.63%
-$21.2 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.61%
-$151 
RSP Invesco S&P 500 Equal Weight ETF
-0.6%
-$91.94 
VOO Vanguard S&P 500 ETF
-0.6%
-$99.36 
TEI Templeton Emerging Markets Income Fund
-0.59%
-$4.48 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$150.75 
CALM Cal-Maine Foods Inc.
-0.58%
-$51 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$151.92 
MICC The Magnum Ice Cream Company N.V.
-0.56%
-$41.79 
SDY SPDR S&P Dividend ETF
-0.55%
-$23.94 
VB Vanguard Small-Cap ETF
-0.54%
-$494.34 
WEC WEC Energy Group Inc.
-0.52%
-$13,920 
UPS United Parcel Service, Inc.
-0.52%
-$765.55 
DUK Duke Energy Corporation
-0.48%
-$2,199.6 
MS Morgan Stanley
-0.47%
-$187.57 
XLP Consumer Staples Select Sector SPDR Fund
-0.47%
-$8.8 
PG Procter & Gamble Co
-0.46%
-$15,778.92 
UL Unilever PLC Sponsored American Depositary Receipt
-0.45%
-$495.04 
AMZN Amazon.com Inc
-0.44%
-$566.8 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$55.55 
IWD iShares Russell 1000 Value ETF
-0.41%
-$26.65 
IWP iShares Russell Mid-Cap Growth ETF
-0.4%
-$17.6 
MMM 3M Company
-0.39%
-$4,064 
MDLZ Mondelez International, Inc.
-0.38%
-$13.92 
KMB Kimberly-Clark Corporation
-0.36%
-$272.3 
CHRW C.H. Robinson Worldwide, Inc.
-0.35%
-$3,044.28 
ES Eversource Energy
-0.35%
-$161.2 
HLN Haleon Plc - ADR
-0.35%
-$13.12 
VO Vanguard Mid-Cap ETF
-0.34%
-$313.2 
CARR Carrier Global Corporation
-0.32%
-$829.18 
AAPL Apple Inc.
-0.31%
-$48,133.4 
RA Brookfield Real Assets Income Fund Inc.
-0.31%
-$68.8 
SO The Southern Company
-0.3%
-$8,454.66 
USB U.S. Bancorp
-0.29%
-$39.19 
O Realty Income Corporation
-0.29%
-$2,760.7 
T AT&T Inc.
-0.28%
-$1,259.99 
SLB Schlumberger Limited
-0.28%
-$390 
POR Portland General Electric Company
-0.28%
-$3,380.53 
TT Trane Technologies plc
-0.27%
-$14.19 
LAZ Lazard Ltd.
-0.27%
-$142.6 
WMT Walmart Inc.
-0.26%
-$14,875 
YUM Yum! Brands, Inc.
-0.25%
-$2.28 
HR Healthcare Realty Trust Incorporated
-0.23%
-$86 
SRE Sempra
-0.23%
-$84 
DVY iShares Select Dividend ETF
-0.22%
-$14.91 
VNQ Vanguard Real Estate ETF
-0.21%
-$3.15 
DE Deere & Company
-0.2%
-$6.15 
BIPC Brookfield Infrastructure Partners L.P.
-0.18%
-$9.68 
NEE NextEra Energy, Inc.
-0.18%
-$528.99 
PFE Pfizer Inc.
-0.16%
-$467.4 
ICF iShares Cohen & Steers Realty Majors ETF
-0.16%
-$2.2 
VGK Vanguard FTSE Europe ETF
-0.15%
-$8.64 
GD General Dynamics Corporation
-0.14%
-$1,976.86 
VZ Verizon Communications Inc.
-0.11%
-$1,033.2 
IWO iShares Russell 2000 Growth ETF
-0.1%
-$4.29 
TJX The TJX Companies, Inc.
-0.1%
-$6.4 
CI The Cigna Group
-0.1%
-$364.24 
ANET Arista Networks, Inc.
-0.09%
-$28.8 
APD Air Products and Chemicals, Inc.
-0.08%
-$264.01 
BAC Bank of America Corporation
-0.08%
-$66.6 
GRMN Garmin Ltd.
-0.06%
-$28.8 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$13.07 
ADSK Autodesk, Inc.
-0.03%
-$27.35 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 544 | Longs Won 382/544 70% | Profit Factor 7.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $479,851.22 |
| Average Win $115,280.84 | Best Trade (Jul 17) $6.53M | Sharpe Ratio -11.79 |
| Average Loss -$38,222.12 | Worst Trade (Jul 10) -$936,257.79 | Z-Score 5.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $69,568.56 |
| 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 | 3,717 | 3,346 | 2,974 | 2,602 | 2,230 | 1,859 | 1,487 | 1,115 | 743 | 372 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
