BRADLEY LEWIS Portfolio
Invests via HRC WEALTH MANAGEMENT, LLC | Managed by Bradley Lewis, Cade Konen
Invests via HRC WEALTH MANAGEMENT, LLC
Managed by Bradley Lewis, Cade Konen
Automatically Tracked
BRADLEY LEWIS Profile
Veteran private-equity and growth investor focused on technology and industrials, with experience leading sourcing, transactions and portfolio operations for middle-market buyouts and growth capital deals. Bradley Lewis combines operating oversight, board-level governance and capital markets engagement to drive revenue expansion and operational improvements across enterprise software, fintech and asset-heavy sectors. Known for hands-on portfolio management, interim CEO placements and exit preparation, he is regularly involved in fundraising, LP relations and strategic M&A execution that align operational KPIs with value creation timelines.
Veteran private-equity and growth investor focused on technology and industrials, with experience leading sourcing, transactions and portfolio operations for middle-market buyouts and growth capital deals. Bradley Lewis combines operating oversight, board-level governance and capital markets engagement to drive revenue expansion and operational improvements across enterprise software, fintech and asset-heavy sectors. Known for hands-on portfolio management, interim CEO placements and exit preparation, he is regularly involved in fundraising, LP relations and strategic M&A execution that align operational KPIs with value creation timelines.
Investment Philosophy & Strategy
Veteran private-equity and growth investor who prioritizes active, value-oriented capital deployment into technology and industrial sectors. Focuses on middle-market buyouts and growth capital where operational blueprint and board governance accelerate revenue and margin expansion. Emphasizes rigorous due diligence on product-market fit, unit economics and asset efficiency; employs hands-on portfolio management, interim operating leadership and KPI-driven remediation to shorten time-to-exit. Balances growth initiatives with disciplined capital structure and staged liquidity planning.
Veteran private-equity and growth investor who prioritizes active, value-oriented capital deployment into technology and industrial sectors. Focuses on middle-market buyouts and growth capital where operational blueprint and board governance accelerate revenue and margin expansion. Emphasizes rigorous due diligence on product-market fit, unit economics and asset efficiency; employs hands-on portfolio management, interim operating leadership and KPI-driven remediation to shorten time-to-exit. Balances growth initiatives with disciplined capital structure and staged liquidity planning.
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:
0.63%
Gain
Monthly
0.02%
Yearly
0.25%
Drawdown
40.11%
$244.36M
Equity
Holdings
$244.36M
Investment
$169.11M
$76.01M
Profit +$178,109.87
Realized
$762,657.59
Unrealized
$75.25M
Dividends
$4.4M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$178,109.87
Win %
91%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$919,249.37
Win %
91%
This Month
Compared to last month
Gain
0.53%
Profit
$1.28M
Win %
91%
This Year
Compared to last year
Gain
15.45%
Profit
$32.69M
Win %
91%
AAPL Apple Inc.
+3.85%
+$287,723.84 
GOOG Alphabet Inc
+3.37%
+$39,021.64 
GOOGL Alphabet Inc
+3.14%
+$13,615.74 
AMZN Amazon.com Inc
+3%
+$26,202.83 
MSFT Microsoft Corp.
+2.94%
+$26,149.91 
BRSP BrightSpire Capital Inc.
+2.15%
+$2,354.74 
META Meta Platforms Inc Class A
+1.96%
+$5,968.5 
WFC Wells Fargo & Company
+1.65%
+$5,388.18 
USB U.S. Bancorp
+1.45%
+$8,072.1 
JPM JPMorgan Chase & Co.
+1.23%
+$4,213.08 
BA Boeing Company
+0.99%
+$12,059.35 
VZ Verizon Communications Inc.
+0.9%
+$1,904.18 
AVGO Broadcom Inc.
+0.75%
+$3,772.59 
GBTC Grayscale Bitcoin Trust ETF
+0.75%
+$1,984.87 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.65%
+$506,104.65 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$9,722.63 
VUG Vanguard Growth ETF
+0.54%
+$3,414.29 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.49%
+$43,388.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.45%
+$39,500.03 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$4,311.3 
EFG iShares MSCI EAFE Growth ETF
+0.34%
+$2,575.49 
MGC Vanguard Mega Cap ETF
+0.31%
+$2,946.36 
FHLC Fidelity MSCI Health Care Index ETF
+0.28%
+$1,506.51 
AHR American Healthcare REIT, Inc.
+0.25%
+$1,087.56 
SBUX Starbucks Corporation
+0.23%
+$646.55 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$2,242.45 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$419.34 
WMT Walmart Inc.
+0.18%
+$445.46 
IVV iShares Core S&P 500 ETF
+0.18%
+$1,708.53 
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$62,711.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.14%
+$1,913.08 
EPD Enterprise Products Partners L.P.
+0.13%
+$306.15 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$1,546.57 
VT Vanguard Total World Stock ETF
+0.12%
+$3,122.65 
ITA iShares U.S. Aerospace & Defense ETF
+0.1%
+$708.54 
JEPI JPMorgan Equity Premium Income Fund
+0.1%
+$254.71 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.02%
+$160.66 
BPRE
0%
$0 
JNJ Johnson & Johnson
-1.79%
-$5,623.8 
XLK State Street Technology Select Sector SPDR ETF
-1.67%
-$19,347.14 
XOM Exxon Mobil Corporation
-1.48%
-$5,792.98 
NVDA NVIDIA Corporation
-1.23%
-$30,508.4 
CVX Chevron Corporation
-1.19%
-$3,120.46 
VGT Vanguard Information Technology ETF
-1.14%
-$13,310.64 
VOT Vanguard Mid-Cap Growth ETF
-0.91%
-$174,629.75 
SCHV Schwab U.S. Large-Cap Value ETF
-0.85%
-$379,482.11 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.73%
-$8,106.5 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$12,575.6 
VTV Vanguard Value ETF
-0.52%
-$1,389.14 
XMMO Invesco S&P MidCap Momentum ETF
-0.33%
-$2,369.1 
BRK-A Berkshire Hathaway Inc.
-0.31%
-$4,590.44 
XMHQ Invesco S&P MidCap Quality ETF
-0.26%
-$1,672.43 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$2,252.69 
IWY iShares Russell Top 200 Growth ETF
-0.18%
-$1,204.32 
IWF iShares Russell 1000 Growth ETF
-0.16%
-$1,170.4 
VYM Vanguard High Dividend Yield ETF
-0.1%
-$445.82 
TSLA Tesla, Inc.
-0.05%
-$417.8 
CGGR Capital Group Growth ETF
-0.02%
-$58.09 
COST Costco Wholesale Corporation
-0.01%
-$66.89 Events
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Dividends
Dividend Analysis
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| Trades 425 | Longs Won 370/425 87% | Profit Factor 110.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.6M |
| Average Win $207,316.09 | Best Trade (Jul 15) $28.31M | Sharpe Ratio -17.26 |
| Average Loss -$12,604.04 | Worst Trade (Jul 17) -$247,765.34 | Z-Score 45.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $178,855.84 |
| 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% | 0.05% | 2.71% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
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Returns
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