Alan Rosenfield Portfolio
Invests via HARMONY ASSET MANAGEMENT LLC | Managed by Alan E. Rosenfield, Michael S. Aloian
Invests via HARMONY ASSET MANAGEMENT LLC
Managed by Alan E. Rosenfield, Michael S. Aloian
Automatically Tracked
Alan Rosenfield Profile
Veteran private-equity and healthcare operator focused on scaling specialty pharma and services businesses across North America and Europe. Alan Rosenfield brings corporate-development and M&A experience, advising boards on commercialization strategy, licensing and carve-outs while overseeing portfolio-company performance and capital allocation. Known for operational rigor, deal execution and post-acquisition integration, frequently active as an investor, board director and interim CRO/CBO in growth-stage healthcare companies.
Veteran private-equity and healthcare operator focused on scaling specialty pharma and services businesses across North America and Europe. Alan Rosenfield brings corporate-development and M&A experience, advising boards on commercialization strategy, licensing and carve-outs while overseeing portfolio-company performance and capital allocation. Known for operational rigor, deal execution and post-acquisition integration, frequently active as an investor, board director and interim CRO/CBO in growth-stage healthcare companies.
Investment Philosophy & Strategy
Operates a hands-on, value‑creation approach focused on mid-market specialty pharma and healthcare services in North America and Europe. Prioritizes platform investments and buy-and-build roll-ups where operational playbooks, commercialization acceleration, licensing optimization and disciplined capital allocation drive EBITDA expansion. Investment style blends private‑equity control or minority-stewardship with active board roles and interim commercial leadership, targeting scalable revenue growth and margin improvement over a medium-term (3–5 year) hold period.
Operates a hands-on, value‑creation approach focused on mid-market specialty pharma and healthcare services in North America and Europe. Prioritizes platform investments and buy-and-build roll-ups where operational playbooks, commercialization acceleration, licensing optimization and disciplined capital allocation drive EBITDA expansion. Investment style blends private‑equity control or minority-stewardship with active board roles and interim commercial leadership, targeting scalable revenue growth and margin improvement over a medium-term (3–5 year) hold period.
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:
3.9%
Gain
Monthly
0.13%
Yearly
1.52%
Drawdown
34.42%
$376.2M
Equity
Holdings
$376.2M
Investment
$267.56M
$117.98M
Profit -$844,287.94
Realized
$9.34M
Unrealized
$108.64M
Dividends
$9.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$844,287.94
Win %
79%
This Week
Compared To Last Week
Gain
0.18%
Profit
$659,153.63
Win %
79%
This Month
Compared to last month
Gain
1.41%
Profit
$5.22M
Win %
79%
This Year
Compared to last year
Gain
14.96%
Profit
$48.95M
Win %
78%
NDAQ Nasdaq, Inc.
+4.26%
+$77,508.25 
BRO Brown & Brown Inc.
+4.07%
+$27,200 
PAYX Paychex Inc.
+3.88%
+$23,754.01 
MRK Merck & Co., Inc.
+3.51%
+$15,307.18 
CRM Salesforce Inc
+3.44%
+$12,358.22 
UNH UnitedHealth Group Incorporated
+3.12%
+$18,021.28 
ABBV AbbVie Inc.
+3.01%
+$71,704.46 
RF Regions Financial Corporation
+2.95%
+$11,773.8 
IBM International Business Machines Corporation
+2.94%
+$116,920.93 
PM Philip Morris International Inc.
+2.69%
+$6,300.18 
VZ Verizon Communications Inc.
+2.67%
+$31,918.02 
AMGN Amgen Inc.
+2.67%
+$36,666.86 
ASB Associated Banc-Corp
+2.65%
+$8,815 
MCD McDonald's Corporation
+2.59%
+$19,619.6 
WELL Welltower Inc.
+2.5%
+$8,287.68 
KO The Coca-Cola Company
+2.33%
+$6,718.08 
COST Costco Wholesale Corporation
+2.29%
+$10,390.06 
WMT Walmart Inc.
+2.21%
+$6,673.2 
DOV Dover Corporation
+2.06%
+$75,147.84 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$6,326.1 
HD The Home Depot, Inc.
+1.99%
+$93,772 
CQP Cheniere Energy Partners L.P.
+1.98%
+$10,701 
TGT Target Corporation
+1.97%
+$6,136.32 
V Visa Inc. Class A
+1.96%
+$144,830.42 
MSFT Microsoft Corp.
+1.89%
+$225,584.35 
OKE ONEOK, Inc.
+1.87%
+$35,807.1 
CBOE Cboe Global Markets Inc.
+1.8%
+$370,350 
GILD Gilead Sciences Inc.
+1.78%
+$10,539.49 
PG Procter & Gamble Co
+1.76%
+$6,926.37 
BMY Bristol-Myers Squibb Company
+1.74%
+$3,457.8 
ICE Intercontinental Exchange, Inc.
+1.72%
+$33,828 
COF Capital One Financial Corporation
+1.61%
+$12,266.76 
VHT Vanguard Health Care ETF
+1.54%
+$5,269.23 
MGA Magna International Inc.
+1.52%
+$4,057.18 
MNST Monster Beverage Corporation
+1.47%
+$6,457.5 
FXO First Trust Financials AlphaDEX Fund
+1.43%
+$22,396.2 
AAPL Apple Inc.
+1.4%
+$322,633.58 
AFL Aflac Inc.
+1.38%
+$9,966.56 
QQXT First Trust Nasdaq-100 Ex-Technology Sector Index Fund
+1.34%
+$4,176.4 
ET Energy Transfer L.P.
+1.23%
+$4,565.57 
UBER Uber Technologies, Inc.
+1.18%
+$17,664.4 
MMM 3M Company
+1.15%
+$6,629.52 
CVX Chevron Corporation
+1.11%
+$16,658.94 
PFE Pfizer Inc.
+1.11%
+$4,770.7 
LLY Eli Lilly and Company
+1.06%
+$118,653.5 
CARR Carrier Global Corporation
+1.04%
+$15,878 
ESLT Elbit Systems Ltd.
+0.98%
+$3,645.99 
LULU lululemon athletica inc.
+0.97%
+$2,050.27 
WFC Wells Fargo & Company
+0.97%
+$8,426.34 
EPD Enterprise Products Partners L.P.
+0.95%
+$2,861.3 
APD Air Products and Chemicals, Inc.
+0.93%
+$1,911 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$42,978.6 
BX Blackstone Inc.
+0.92%
+$14,635.25 
KMI Kinder Morgan, Inc.
+0.9%
+$21,912.98 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.89%
+$3,999.6 
XOM Exxon Mobil Corporation
+0.89%
+$18,439.68 
IWD iShares Russell 1000 Value ETF
+0.85%
+$2,388.52 
DUK Duke Energy Corporation
+0.82%
+$3,127.22 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$6,189.77 
IVZ Invesco Ltd.
+0.78%
+$23,063.84 
IYE iShares U.S. Energy ETF
+0.77%
+$7,592.49 
PWV Invesco Large Cap Value ETF
+0.66%
+$4,377.36 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.61%
+$6,847.74 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$8,524.06 
FHN First Horizon Corporation
+0.58%
+$12,941.54 
HON Honeywell International Inc.
+0.56%
+$1,528.3 
JXN Jackson Financial Inc.
+0.52%
+$10,790.2 
PR Permian Resources Corporation
+0.51%
+$1,372.1 
D Dominion Energy, Inc.
+0.47%
+$1,667.3 
JNJ Johnson & Johnson
+0.46%
+$10,041.52 
MDY SPDR S&P MidCap 400 ETF Trust
+0.46%
+$4,305.51 
FXU First Trust Utilities AlphaDEX Fund
+0.45%
+$2,333.76 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$4,759.01 
SHEL Shell plc
+0.42%
+$3,062.52 
NFLX Netflix, Inc.
+0.41%
+$7,283.1 
VTV Vanguard Value ETF
+0.41%
+$12,904.2 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.41%
+$1,705.05 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$4,268.24 
AMZN Amazon.com Inc
+0.37%
+$53,506.68 
CLBT Cellebrite DI Ltd.
+0.33%
+$746.75 
VB Vanguard Small-Cap ETF
+0.31%
+$4,358.6 
ASEA Global X FTSE Southeast Asia ETF
+0.29%
+$627 
XLF Financial Select Sector SPDR Fund
+0.28%
+$1,012.32 
GOOG Alphabet Inc
+0.28%
+$3,587.97 
SPDN Direxion Daily S&P 500 Bear 1X Shares
+0.23%
+$534.14 
GOOGL Alphabet Inc
+0.21%
+$39,274.59 
AMT American Tower Corporation
+0.19%
+$2,067.84 
BAC Bank of America Corporation
+0.18%
+$5,464.25 
LMT Lockheed Martin Corporation
+0.17%
+$1,615.74 
IWM iShares Russell 2000 ETF
+0.1%
+$4,975.5 
IYJ iShares U.S. Industrials ETF
+0.09%
+$214.35 
CME CME Group Inc.
+0.09%
+$3,847.09 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$435.24 
IYF iShares U.S. Financials ETF
+0.07%
+$969.48 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$67.4 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$61.65 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$50.66 
PLTR Palantir Technologies Inc.
+0.01%
+$33.16 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$26.05 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$132.58 
EA Electronic Arts Inc.
+0.01%
+$19.33 
MRVL Marvell Technology, Inc.
-8.6%
-$142,460.55 
MU Micron Technology, Inc.
-5.91%
-$365,987.16 
INTC Intel Corporation
-5.87%
-$27,763.45 
GE General Electric Company
-5.37%
-$18,672.75 
BHP BHP Group Ltd.
-4.83%
-$30,834.58 
FCX Freeport-McMoRan Inc.
-4.77%
-$138,839.77 
SOXX iShares Semiconductor ETF
-4.54%
-$73,008.16 
FSLR First Solar, Inc.
-4.47%
-$100,800.7 
VRT Vertiv Holdings Co
-4.39%
-$143,192.64 
ORCL Oracle Corporation
-4.29%
-$14,133.96 
GS The Goldman Sachs Group, Inc.
-4.28%
-$134,408.42 
AVGO Broadcom Inc.
-4.2%
-$150,902.99 
ETN Eaton Corporation plc
-4.18%
-$52,405.5 
NEM Newmont Corporation
-3.74%
-$54,062.16 
CSCO Cisco Systems, Inc.
-3.56%
-$54,347.43 
Q Qnity Electronics Inc.
-3.48%
-$15,400.09 
GNRC Generac Holdings Inc.
-3.47%
-$108,222.4 
QCOM QUALCOMM Incorporated
-3.33%
-$11,429.33 
COPX Global X Copper Miners ETF
-3.11%
-$7,488 
GDX VanEck Gold Miners ETF
-3.04%
-$23,922 
SLV iShares Silver Trust
-2.97%
-$5,659.05 
DELL Dell Technologies Inc.
-2.79%
-$39,214.57 
ANET Arista Networks, Inc.
-2.75%
-$94,439.57 
ITA iShares U.S. Aerospace & Defense ETF
-2.61%
-$5,747.28 
NVDA NVIDIA Corporation
-2.56%
-$580,408.13 
KLAC KLA Corporation
-2.54%
-$18,100.7 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$12,541.28 
AMAT Applied Materials, Inc.
-2.17%
-$62,748.56 
CRWD CrowdStrike Holdings, Inc.
-2.15%
-$77,091.91 
EEM iShares MSCI Emerging Markets ETF
-2.03%
-$61,431.37 
IGM iShares Expanded Tech Sector ETF
-1.94%
-$29,410.62 
SNX TD Synnex Corporation
-1.93%
-$37,263.45 
PWB Invesco Large Cap Growth ETF
-1.91%
-$19,671.84 
APH Amphenol Corporation
-1.9%
-$5,510.57 
CGGO Capital Group Global Growth Equity ETF
-1.85%
-$6,138.8 
TKO Tko Group Holdings Inc.
-1.71%
-$7,647.9 
META Meta Platforms Inc Class A
-1.71%
-$51,276.67 
GLD SPDR Gold Shares
-1.68%
-$10,543.75 
IYZ iShares U.S. Telecommunications ETF
-1.68%
-$16,620.56 
NTRS Northern Trust Corporation
-1.68%
-$5,922.84 
IYW iShares U.S. Technology ETF
-1.68%
-$27,418.19 
C Citigroup Inc.
-1.64%
-$20,645.64 
PHYS Sprott Physical Gold Trust
-1.57%
-$10,379.28 
CELH Celsius Holdings Inc.
-1.55%
-$5,525.94 
TSLA Tesla, Inc.
-1.51%
-$4,797.8 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$3,538.86 
BKR Baker Hughes Company
-1.35%
-$6,733.91 
PANW Palo Alto Networks, Inc.
-1.35%
-$106,356.69 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$63,710.56 
ILF iShares Latin America 40 ETF
-1.23%
-$2,518.12 
RTX RTX Corporation
-1.2%
-$72,925.51 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$5,442.45 
ZS Zscaler Inc.
-1.09%
-$6,926.22 
HACK Amplify Cybersecurity ETF
-1.08%
-$4,596 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1%
-$2,587.2 
CGGR Capital Group Growth ETF
-0.96%
-$7,961.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$19,461.49 
BA Boeing Company
-0.88%
-$11,290.01 
VUG Vanguard Growth ETF
-0.81%
-$13,333.32 
FDN First Trust Dow Jones Internet Index Fund
-0.81%
-$5,944.96 
IYM iShares U.S. Basic Materials ETF
-0.77%
-$6,919.68 
NOW ServiceNow, Inc.
-0.73%
-$20,024.62 
PINK Simplify Health Care ETF
-0.49%
-$5,517.03 
IBB iShares Biotechnology ETF
-0.47%
-$4,795.81 
CGBL Capital Group Core Balanced ETF
-0.45%
-$1,076.61 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.44%
-$1,827.8 
TMFC Motley Fool 100 Index ETF
-0.4%
-$3,458.67 
NUV Nuveen Municipal Value Fund, Inc.
-0.38%
-$4,487 
JPM JPMorgan Chase & Co.
-0.35%
-$12,661.06 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$11,911.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.28%
-$5,746.25 
VOO Vanguard S&P 500 ETF
-0.28%
-$8,424 
CGUS Capital Group Core Equity ETF
-0.26%
-$1,476.26 
BLK BlackRock, Inc.
-0.25%
-$8,223.08 
ITT Itt Inc.
-0.22%
-$2,263.95 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.22%
-$585 
EUFN iShares MSCI Europe Financials ETF
-0.19%
-$1,177.18 
BNDX Vanguard Total International Bond ETF
-0.18%
-$895.9 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.17%
-$471.18 
HEQT Simplify Hedged Equity ETF
-0.16%
-$5,990.6 
CGDV Capital Group Dividend Value ETF
-0.13%
-$331.44 
MTBA Simplify MBS ETF
-0.12%
-$1,716 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.11%
-$963.17 
FBND Fidelity Total Bond ETF
-0.1%
-$2,607.48 
IGE iShares North American Natural Resources ETF
-0.09%
-$782.5 
PHYL PGIM Active High Yield Bond ETF
-0.07%
-$184.62 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.07%
-$441.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$424.57 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$436.47 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.05%
-$181.94 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$98.28 
VO Vanguard Mid-Cap ETF
-0.03%
-$89.15 
FLDB Fidelity Low Duration Bond ETF
-0.01%
-$693.62 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.01%
-$67.52 Events
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Dividends
Dividend Analysis
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| Trades 1412 | Longs Won 1038/1412 73% | Profit Factor 8.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $621,442.29 |
| Average Win $129,143.46 | Best Trade (Jul 15) $16.41M | Sharpe Ratio -9.71 |
| Average Loss -$42,967.31 | Worst Trade (Sep 30) -$3.06M | Z-Score 16.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2w 1d | Expectancy $83,556.04 |
| 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 | 8,772 | 7,895 | 7,018 | 6,140 | 5,263 | 4,386 | 3,509 | 2,632 | 1,754 | 877 |
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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