Scott Noble Portfolio
Invests via Boomfish Wealth Group, LLC | Managed by Travis W. Raish, CFA, Barry H. Spencer, Scott M. Noble, CPA
Invests via Boomfish Wealth Group, LLC
Managed by Travis W. Raish, CFA, Barry H. Spencer, Scott M. Noble, CPA
Automatically Tracked
Scott Noble Profile
Early-stage investor and former operator focused on enterprise software, cloud infrastructure and cybersecurity, known for sourcing and advising growth-stage technology companies. Scott Noble leverages hands-on product and GTM experience to support scaling teams, capital allocation and board-level governance. Works with founders on fundraising strategy, commercial expansion and M&A preparation. Market-facing profile emphasizes pragmatic operational playbooks, sector expertise in B2B software and durable network effects that appeal to growth-oriented investors.
Early-stage investor and former operator focused on enterprise software, cloud infrastructure and cybersecurity, known for sourcing and advising growth-stage technology companies. Scott Noble leverages hands-on product and GTM experience to support scaling teams, capital allocation and board-level governance. Works with founders on fundraising strategy, commercial expansion and M&A preparation. Market-facing profile emphasizes pragmatic operational playbooks, sector expertise in B2B software and durable network effects that appeal to growth-oriented investors.
Investment Philosophy & Strategy
Early-stage, operator-led investor prioritizing enterprise software, cloud infrastructure and cybersecurity. Allocates capital to founders building durable network effects and recurring revenue, favoring product-led growth, scalable GTM and defensible technical moats. Mixes hands-on operational support with board governance to de-risk scaling, leaning toward follow-on reserve for growth rounds. Risk discipline emphasizes unit-economics, customer retention and predictable ARR expansion over short-term exits.
Early-stage, operator-led investor prioritizing enterprise software, cloud infrastructure and cybersecurity. Allocates capital to founders building durable network effects and recurring revenue, favoring product-led growth, scalable GTM and defensible technical moats. Mixes hands-on operational support with board governance to de-risk scaling, leaning toward follow-on reserve for growth rounds. Risk discipline emphasizes unit-economics, customer retention and predictable ARR expansion over short-term exits.
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:
46.49%
Gain +0.71%
Monthly
1.15%
Yearly
14.67%
Drawdown
16.52%
$222.86M
Equity
Holdings
$222.86M
Investment
$178.36M
$62.2M
Profit +$1.35M
Realized
$17.71M
Unrealized
$44.5M
Dividends
$7.07M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$1.35M
Win %
63%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.32M
Win %
63%
This Month
Compared to last month
Gain
1.42%
Profit
$3.12M
Win %
63%
This Year
Compared to last year
Gain
3.47%
Profit
$7.62M
Win %
61%
NOW ServiceNow, Inc.
+6.22%
+$153,809.89 
VEEV Veeva Systems Inc.
+5.47%
+$174,349.21 
ADSK Autodesk, Inc.
+5.33%
+$43,896.16 
ACN Accenture plc Class A
+4.49%
+$60,466.84 
HONA Honeywell Aerospace Inc.
+4.34%
+$26,674.77 
WDAY Workday Inc.
+4.31%
+$95,316.12 
TMO Thermo Fisher Scientific Inc.
+4.07%
+$149,467.45 
BKNG Booking Holdings Inc.
+3.93%
+$107,016.73 
CRM Salesforce Inc
+3.85%
+$98,180.52 
HD The Home Depot, Inc.
+3.74%
+$26,484.94 
LOW Lowe's Companies Inc.
+3.73%
+$92,626.06 
UNH UnitedHealth Group Incorporated
+3.65%
+$88,506.25 
NFLX Netflix, Inc.
+3.25%
+$41,304.73 
PAYX Paychex Inc.
+3.22%
+$34,767.38 
AMGN Amgen Inc.
+3.02%
+$72,496.77 
MCHP Microchip Technology Incorporated
+2.99%
+$59,305.59 
FISV Fiserv, Inc.
+2.76%
+$13,155.93 
V Visa Inc. Class A
+2.71%
+$105,232.93 
ROP Roper Technologies Inc.
+2.67%
+$22,093.52 
MA Mastercard Incorporated
+2.48%
+$93,048.86 
DPZ Domino's Pizza Inc.
+2.35%
+$52,451.57 
VRTX Vertex Pharmaceuticals Incorporated
+1.98%
+$54,509.9 
ICE Intercontinental Exchange, Inc.
+1.95%
+$64,459.72 
MOAT VanEck Morningstar Wide Moat Fund
+1.94%
+$151,909.45 
LMT Lockheed Martin Corporation
+1.91%
+$57,032.31 
UPS United Parcel Service, Inc.
+1.81%
+$46,559.49 
ISRG Intuitive Surgical, Inc.
+1.77%
+$19,087.7 
WMT Walmart Inc.
+1.74%
+$7,600.58 
TLT iShares 20+ Year Treasury Bond ETF
+1.45%
+$83,590.73 
CRDL Cardiol Therapeutics Inc.
+1.32%
+$216.34 
MSFT Microsoft Corp.
+1.3%
+$114,607.16 
SCHD Schwab U.S. Dividend Equity ETF
+1.26%
+$4,206.65 
SAIA Saia, Inc.
+1.22%
+$4,076.83 
DAL Delta Air Lines, Inc.
+1.19%
+$4,298.67 
ABBV AbbVie Inc.
+1.08%
+$4,386.72 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.73%
+$15,011.2 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.72%
+$4,053.45 
BAC Bank of America Corporation
+0.72%
+$14,126.6 
UNP Union Pacific Corporation
+0.7%
+$15,075.33 
MELI MercadoLibre, Inc.
+0.69%
+$21,638.78 
AVIG Avantis Core Fixed Income ETF
+0.67%
+$1,602.98 
NEE NextEra Energy, Inc.
+0.66%
+$11,860.16 
CP Canadian Pacific Kansas City Limited
+0.63%
+$1,376.67 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$48,621.6 
TSCO Tractor Supply Company
+0.58%
+$3,675.36 
SCHP Schwab U.S. TIPS ETF
+0.53%
+$2,541.51 
GOOGL Alphabet Inc
+0.52%
+$5,670.72 
GOOG Alphabet Inc
+0.46%
+$30,031.92 
META Meta Platforms Inc Class A
+0.46%
+$21,280.76 
KO The Coca-Cola Company
+0.43%
+$1,955.64 
PYLD PIMCO Multisector Bond Active ETF
+0.41%
+$1,267.14 
PG Procter & Gamble Co
+0.4%
+$8,660.78 
EXPD Expeditors International of Washington, Inc.
+0.38%
+$14,955 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,984.5 
LIN Linde plc
+0.33%
+$4,699.59 
PEP PepsiCo, Inc.
+0.3%
+$4,235.79 
COST Costco Wholesale Corporation
+0.28%
+$1,730.52 
AMZN Amazon.com Inc
+0.18%
+$9,914 
VOO Vanguard S&P 500 ETF
+0.17%
+$428.4 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$758.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.14%
+$398.71 
IVV iShares Core S&P 500 ETF
+0.12%
+$305.54 
FOCT FT Vest U.S. Equity Buffer ETF
+0.11%
+$234.39 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$2,335.87 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,699.2 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$382.2 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ANET Arista Networks, Inc.
-5.83%
-$284,452.8 
AMAT Applied Materials, Inc.
-4.13%
-$170,846.6 
KLAC KLA Corporation
-3.25%
-$118,367.13 
AMD Advanced Micro Devices, Inc.
-2.41%
-$48,895.04 
CAT Caterpillar Inc.
-2.39%
-$6,648.31 
CDNS Cadence Design Systems, Inc.
-2.13%
-$13,476.49 
FTNT Fortinet Inc.
-2.04%
-$61,473.8 
NVDA NVIDIA Corporation
-1.62%
-$152,871.57 
PANW Palo Alto Networks, Inc.
-1.54%
-$59,980.06 
AVGO Broadcom Inc.
-1.5%
-$59,461.58 
TSLA Tesla, Inc.
-1.44%
-$42,831.28 
XOM Exxon Mobil Corporation
-1.43%
-$43,242.67 
CVX Chevron Corporation
-1.37%
-$6,227.02 
RTX RTX Corporation
-0.49%
-$11,098.36 
JNJ Johnson & Johnson
-0.46%
-$10,584.99 
PLTR Palantir Technologies Inc.
-0.44%
-$2,734.97 
JPM JPMorgan Chase & Co.
-0.41%
-$12,953.91 
MPWR Monolithic Power Systems, Inc.
-0.3%
-$3,703.8 
SCEP Sterling Capital Hedged Equity Premium Income ETF
-0.24%
-$489.62 
ASML ASML Holding N.V. New York Registry Shares
-0.23%
-$9,402.99 
AAPL Apple Inc.
-0.15%
-$12,746.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.08%
-$235.02 
DLR Digital Realty Trust, Inc.
-0.02%
-$409.32 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
-0.01%
-$210.37 Events
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Dividends
Dividend Analysis
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No Data
| Trades 917 | Longs Won 606/917 66% | Profit Factor 5.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $295,473.04 |
| Average Win $125,881.99 | Best Trade (Oct 14) $4.03M | Sharpe Ratio -10.36 |
| Average Loss -$45,280.41 | Worst Trade (Oct 14) -$1.05M | Z-Score 1.66 (90.21%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 3d | Expectancy $67,832.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,926 | 4,433 | 3,941 | 3,448 | 2,956 | 2,463 | 1,970 | 1,478 | 985 | 493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,493 | $5.8M | $8.73M | - | $2.93M | 50.5% | -0.146% |
| ABBV AbbVie Inc. | 1,443 | $232,887.78 | $410,951.97 | - | $178,064.19 | 76.46% | +1.079% |
| ACN Accenture plc Class A | 6,266 | $1.96M | $1.41M | - | -$548,156.82 | -28.03% | +4.489% |
| ADSK Autodesk, Inc. | 3,563 | $906,996.45 | $867,447.98 | - | -$39,548.47 | -4.36% | +5.33% |
| AGG iShares Core U.S. Aggregate Bond ETF | 81,036 | $8.06M | $7.73M | - | -$328,068.34 | -4.07% | +0.633% |
| AMAT Applied Materials, Inc. | 9,265 | $1.58M | $3.97M | - | $2.39M | 151.19% | -4.129% |
| AMD Advanced Micro Devices, Inc. | 3,556 | $723,396.85 | $1.98M | - | $1.26M | 173.84% | -2.409% |
| AMGN Amgen Inc. | 5,633 | $1.6M | $2.47M | - | $875,252.15 | 54.79% | +3.02% |
| AMZN Amazon.com Inc | 21,789 | $3.86M | $5.55M | - | $1.69M | 43.66% | +0.179% |
| ANET Arista Networks, Inc. | 24,952 | $2.71M | $4.59M | - | $1.88M | 69.45% | -5.834% |
| ASML ASML Holding N.V. New York Registry Shares | 2,481 | $1.89M | $4.08M | - | $2.19M | 115.92% | -0.23% |
| AVGO Broadcom Inc. | 11,468 | $2.96M | $3.91M | - | $956,116.25 | 32.35% | -1.497% |
| AVIG Avantis Core Fixed Income ETF | 6,049 | $250,489 | $240,538.48 | - | -$9,950.52 | -3.97% | +0.671% |
| BAC Bank of America Corporation | 38,180 | $1.33M | $1.98M | - | $650,506.97 | 49.07% | +0.72% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 84,960 | $7.78M | $7.78M | - | -$7,170.24 | -0.09% | +0.022% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 28,428 | $2.87M | $2.86M | - | -$2,854.4 | -0.1% | -0.007% |
| BKNG Booking Holdings Inc. | 16,933 | $2.58M | $2.83M | - | $248,815.24 | 9.65% | +3.933% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 23,455 | $2.16M | $2.06M | - | -$101,507.27 | -4.69% | +0.733% |
| BRK-B Berkshire Hathaway Inc. | 5,255 | $2.11M | $2.78M | - | $670,337.33 | 31.84% | +0.361% |
| CAT Caterpillar Inc. | 371 | $161,132.86 | $271,223.26 | - | $110,090.4 | 68.32% | -2.393% |
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FAQ
Which stocks have generated the highest profits for Scott Noble?
The largest contributions to the portfolio's profits come from the following stocks: KLA Corporation - $2.68M, Applied Materials, Inc - $2.15M, NVIDIA Corporation - $2.09M, Fortinet Inc - $1.86M, and Palantir Technologies Inc - $1.74M. 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: Adobe Inc - $1.13M, CoStar Group, Inc - $540,278.75, Teradyne, Inc - $462,801.47, Workday Inc - $334,262.04, and The Estée Lauder Companies Inc. Class A - $313,485.54. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Noble's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.07M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $838,996.34, iShares Core U.S. Aggregate Bond ETF - $556,696.85, iShares 20+ Year Treasury Bond ETF - $449,355.97, United Parcel Service, Inc - $347,879.69, and VanEck Morningstar Wide Moat Fund - $219,538.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Noble's monthly returns?
Scott Noble'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 Scott Noble's strategy be considered aggressive or moderate?
Scott Noble'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 Scott Noble's strategy?
Scott Noble'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.
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