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:
42.93%
Gain -1.18%
Monthly
1.12%
Yearly
14.32%
Drawdown
16.25%
$212.1M
Equity
Holdings
$212.1M
Investment
$165.33M
$57.48M
Profit -$2.1M
Realized
$10.71M
Unrealized
$46.77M
Dividends
$6.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.18%
Profit
-$2.1M
Win %
63%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$1.78M
Win %
63%
This Month
Compared to last month
Gain
-0.98%
Profit
-$2.1M
Win %
63%
This Year
Compared to last year
Gain
15.75%
Profit
$28.86M
Win %
60%
AMZN Amazon.com Inc
+15.32%
+$641,574.38 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$133,248.02 
GOOG Alphabet Inc
+6.88%
+$326,196.97 
GOOGL Alphabet Inc
+6.73%
+$68,151.51 
ANET Arista Networks, Inc.
+5.46%
+$231,915.96 
FTNT Fortinet Inc.
+4.99%
+$256,117.4 
CRDL Cardiol Therapeutics Inc.
+4.96%
+$865.38 
META Meta Platforms Inc Class A
+3.28%
+$85,076.12 
MSFT Microsoft Corp.
+3.02%
+$123,669.51 
NVDA NVIDIA Corporation
+2.93%
+$187,385.3 
CVX Chevron Corporation
+2.35%
+$8,958.64 
CDNS Cadence Design Systems, Inc.
+2.16%
+$23,529.53 
PANW Palo Alto Networks, Inc.
+1.89%
+$104,771.4 
TSCO Tractor Supply Company
+1.85%
+$10,917.76 
CRM Salesforce Inc
+1.83%
+$37,498.92 
ACN Accenture plc Class A
+1.61%
+$16,363.92 
LMT Lockheed Martin Corporation
+1.5%
+$46,809.12 
WDAY Workday Inc.
+1.41%
+$30,303.47 
KLAC KLA Corporation
+1.38%
+$70,168.48 
AMAT Applied Materials, Inc.
+1.18%
+$63,897.22 
VEEV Veeva Systems Inc.
+1.1%
+$25,627.68 
NOW ServiceNow, Inc.
+1.05%
+$22,484.28 
UNP Union Pacific Corporation
+0.92%
+$20,177.27 
TSLA Tesla, Inc.
+0.76%
+$15,391.79 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,139.94 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,705.87 
CAT Caterpillar Inc.
+0.7%
+$2,007.18 
ROP Roper Technologies Inc.
+0.7%
+$8,886.24 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,612.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,809.53 
PLTR Palantir Technologies Inc.
+0.65%
+$2,303.99 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$17,961.79 
HON Honeywell International Inc.
+0.47%
+$4,552.03 
PAYX Paychex Inc.
+0.44%
+$6,167.94 
RTX RTX Corporation
+0.39%
+$10,235.4 
AVGO Broadcom Inc.
+0.37%
+$13,495.68 
PG Procter & Gamble Co
+0.37%
+$7,254.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,479.74 
BAC Bank of America Corporation
+0.36%
+$8,415.66 
JPM JPMorgan Chase & Co.
+0.27%
+$8,583.14 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$17,611.59 
JNJ Johnson & Johnson
+0.21%
+$5,189.23 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$556.38 
ISRG Intuitive Surgical, Inc.
+0.1%
+$791.62 
WMT Walmart Inc.
+0.09%
+$356.91 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$3,394.98 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$512.4 
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 
AAPL Apple Inc.
-7.35%
-$432,655.4 
LIN Linde plc
-5.95%
-$85,635.83 
ABBV AbbVie Inc.
-2.51%
-$8,870.37 
ICE Intercontinental Exchange, Inc.
-2.42%
-$69,868.65 
DLR Digital Realty Trust, Inc.
-2.42%
-$48,334.5 
NFLX Netflix, Inc.
-2%
-$19,553.78 
AMD Advanced Micro Devices, Inc.
-1.9%
-$54,201.96 
UNH UnitedHealth Group Incorporated
-1.68%
-$52,438.26 
DPZ Domino's Pizza Inc.
-1.37%
-$28,811.9 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$65,749.02 
NEE NextEra Energy, Inc.
-1.15%
-$23,260.3 
LOW Lowe's Companies Inc.
-1.08%
-$29,739.3 
KO The Coca-Cola Company
-1.02%
-$4,428.9 
UPS United Parcel Service, Inc.
-1%
-$22,013.25 
XOM Exxon Mobil Corporation
-0.97%
-$26,416.98 
MCHP Microchip Technology Incorporated
-0.96%
-$29,627.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$29,729.8 
SAIA Saia, Inc.
-0.86%
-$2,040 
MA Mastercard Incorporated
-0.74%
-$24,684.02 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$38,316.3 
AMGN Amgen Inc.
-0.64%
-$13,888.06 
ECL Ecolab Inc.
-0.61%
-$1,297.89 
PEP PepsiCo, Inc.
-0.46%
-$6,896 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$14,074.23 
HD The Home Depot, Inc.
-0.42%
-$3,270.72 
MELI MercadoLibre, Inc.
-0.41%
-$10,681.98 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$16,917.95 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$3,778.2 
ADSK Autodesk, Inc.
-0.33%
-$2,788.94 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$20,291.25 
FISV Fiserv, Inc.
-0.24%
-$1,346.67 
COST Costco Wholesale Corporation
-0.24%
-$1,361.14 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$1,116.24 
BKNG Booking Holdings Inc.
-0.18%
-$4,615.77 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$331.32 
V Visa Inc. Class A
-0.04%
-$1,360.84 Events
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Dividends
Dividend Analysis
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| Trades 828 | Longs Won 549/828 66% | Profit Factor 5.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $323,738.69 |
| Average Win $128,606.49 | Best Trade (Aug 28) $4.21M | Sharpe Ratio -9.61 |
| Average Loss -$47,028.61 | Worst Trade (Aug 19) -$930,240.41 | Z-Score 3.39 (99.93%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $69,425.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,505 | 4,054 | 3,604 | 3,153 | 2,703 | 2,252 | 1,802 | 1,351 | 901 | 450 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,645 | $3.53M | $5.45M | - | $1.92M | 54.42% | -7.354% |
| ABBV AbbVie Inc. | 1,371 | $214,769.68 | $344,038.74 | - | $129,269.06 | 60.19% | -2.513% |
| ACN Accenture plc Class A | 6,222 | $1.95M | $1.03M | - | -$917,733.48 | -47.06% | +1.611% |
| ADSK Autodesk, Inc. | 3,622 | $921,596 | $848,272.4 | - | -$73,323.6 | -7.96% | -0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 81,165 | $8.07M | $7.9M | - | -$170,121.66 | -2.11% | -0.256% |
| AMAT Applied Materials, Inc. | 10,830 | $1.83M | $5.5M | - | $3.67M | 199.95% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,866 | $1.19M | $2.79M | - | $1.6M | 134.06% | -1.904% |
| AMGN Amgen Inc. | 5,600 | $1.59M | $2.16M | - | $571,323.77 | 36.03% | -0.64% |
| AMZN Amazon.com Inc | 17,782 | $2.91M | $4.83M | - | $1.92M | 66.21% | +15.321% |
| ANET Arista Networks, Inc. | 24,857 | $2.69M | $4.48M | - | $1.79M | 66.43% | +5.456% |
| ASML ASML Holding N.V. New York Registry Shares | 2,930 | $2.23M | $4.77M | - | $2.54M | 113.9% | -1.359% |
| AVGO Broadcom Inc. | 9,372 | $2.16M | $3.65M | - | $1.48M | 68.63% | +0.371% |
| BAC Bank of America Corporation | 38,253 | $1.33M | $2.37M | - | $1.04M | 78.43% | +0.356% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 113,166 | $10.37M | $10.38M | - | $2,135.63 | 0.02% | +0.033% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 20,496 | $2.07M | $2.07M | - | $3,119.13 | 0.15% | +0.025% |
| BKNG Booking Holdings Inc. | 13,575 | $1.98M | $2.62M | - | $638,154.31 | 32.22% | -0.176% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 12,594 | $1.16M | $1.14M | - | -$22,544.94 | -1.94% | -0.33% |
| BRK-B Berkshire Hathaway Inc. | 4,559 | $1.76M | $2.33M | - | $574,765.82 | 32.71% | +0.365% |
| CAT Caterpillar Inc. | 354 | $143,029.56 | $288,442.74 | - | $145,413.18 | 101.67% | +0.701% |
| CDNS Cadence Design Systems, Inc. | 3,268 | $908,664.68 | $1.11M | - | $202,520.64 | 22.29% | +2.163% |
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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: NVIDIA Corporation - $2.08M, Palantir Technologies Inc - $1.74M, ANET - $1.43M, Applied Materials, Inc - $1.27M, and Costco Wholesale Corporation - $860,407.84. 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, The Estée Lauder Companies Inc. Class A - $313,485.54, and Mondelez International, Inc - $309,017.03. 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 $6.49M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $830,480.05, iShares Core U.S. Aggregate Bond ETF - $529,469.07, iShares 20+ Year Treasury Bond ETF - $401,407.85, United Parcel Service, Inc - $303,742.37, 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
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.
