KH
Kyle Hammerschmidt Portfolio
Invests via MOKAN Wealth Management Inc. | Managed by Kyle Hammerschmidt
Invests via MOKAN Wealth Management Inc.
Managed by Kyle Hammerschmidt
Automatically Tracked
Growth-stage investor and operator focused on fintech and SaaS, combining product management, go-to-market and scaling experience across venture-backed startups and corporate partnerships. Kyle Hammerschmidt has led commercial strategy, investor relations and platform initiatives supporting Series A–C companies and LPs. Known for sourcing early revenue engines, optimizing unit economics and advising on capital raises, the profile is relevant to allocators seeking operators who bridge product execution and growth-stage investing.
Growth-stage investor and operator focused on fintech and SaaS, combining product management, go-to-market and scaling experience across venture-backed startups and corporate partnerships. Kyle Hammerschmidt has led commercial strategy, investor relations and platform initiatives supporting Series A–C companies and LPs. Known for sourcing early revenue engines, optimizing unit economics and advising on capital raises, the profile is relevant to allocators seeking operators who bridge product execution and growth-stage investing.
Investment Philosophy & Strategy
Focuses on growth-stage fintech and SaaS companies, applying a product-led, revenue-first investment approach that prioritizes repeatable unit economics and scalable go-to-market engines. Prefers Series A–C opportunities where operational involvement can accelerate customer acquisition, optimize unit economics and de-risk fundraising. Capital allocation favors capital-efficient scaling, milestone-driven tranches and partnerships that open distribution. Decision-making is metrics-driven—CAC, LTV, gross margin—and oriented to exits on a 3–7 year horizon through strategic M&A or growth-stage follow-ons.
Focuses on growth-stage fintech and SaaS companies, applying a product-led, revenue-first investment approach that prioritizes repeatable unit economics and scalable go-to-market engines. Prefers Series A–C opportunities where operational involvement can accelerate customer acquisition, optimize unit economics and de-risk fundraising. Capital allocation favors capital-efficient scaling, milestone-driven tranches and partnerships that open distribution. Decision-making is metrics-driven—CAC, LTV, gross margin—and oriented to exits on a 3–7 year horizon through strategic M&A or growth-stage follow-ons.
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:
24.25%
Gain +0.16%
Monthly
1.07%
Yearly
13.59%
Drawdown
12.38%
$264.04M
Equity
Holdings
$264.04M
Investment
$230.04M
$40.59M
Profit +$318,717.6
Realized
$6.59M
Unrealized
$34M
Dividends
$6.69M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$318,717.6
Win %
62%
This Week
Compared To Last Week
Gain
0.12%
Profit
$318,717.6
Win %
62%
This Month
Compared to last month
Gain
-0.84%
Profit
-$2.24M
Win %
62%
This Year
Compared to last year
Gain
0.8%
Profit
$2.13M
Win %
60%
INTC Intel Corporation
+9.6%
+$58,360.67 
AMD Advanced Micro Devices, Inc.
+6.47%
+$237,142.53 
FLEX Flex Ltd.
+4.63%
+$8,253.96 
LRCX Lam Research Corporation
+3.82%
+$125,066.11 
AMAT Applied Materials, Inc.
+3.55%
+$105,116.92 
TSLA Tesla, Inc.
+3.36%
+$41,824.64 
AVGO Broadcom Inc.
+3.05%
+$285,686.91 
QCOM QUALCOMM Incorporated
+2.96%
+$8,224.98 
PM Philip Morris International Inc.
+2.42%
+$5,340.51 
MRVL Marvell Technology, Inc.
+2.41%
+$5,891.16 
DY Dycom Industries Inc.
+1.76%
+$5,755.65 
CAT Caterpillar Inc.
+1.69%
+$60,494.38 
KLAC KLA Corporation
+1.48%
+$4,276.27 
UNH UnitedHealth Group Incorporated
+1.43%
+$4,122.09 
PANW Palo Alto Networks, Inc.
+1.15%
+$6,890.65 
CF CF Industries Holdings, Inc.
+1.06%
+$11,830.82 
NEE NextEra Energy, Inc.
+0.95%
+$5,986.62 
CVX Chevron Corporation
+0.8%
+$3,426.22 
GRMN Garmin Ltd.
+0.57%
+$3,257.91 
PEP PepsiCo, Inc.
+0.44%
+$5,644.2 
EOG EOG Resources, Inc.
+0.4%
+$4,550.1 
XOM Exxon Mobil Corporation
+0.31%
+$16,059.78 
MU Micron Technology, Inc.
+0.27%
+$15,139.52 
VZ Verizon Communications Inc.
+0.26%
+$2,948.4 
COP ConocoPhillips
+0.19%
+$10,369.98 
BAC Bank of America Corporation
+0.15%
+$343.9 
TROW T. Rowe Price Group, Inc.
+0.12%
+$1,428.57 
KO The Coca-Cola Company
+0.07%
+$502.58 
VGT Vanguard Information Technology ETF
+0.06%
+$477 
VICI Vici Properties Inc.
+0.06%
+$545.17 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,659.48 
ADI Analog Devices, Inc.
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
AMGN Amgen Inc.
-8.95%
-$35,421.7 
HRB H&R Block Inc.
-4.92%
-$15,538.11 
ACN Accenture plc Class A
-4.53%
-$52,474.5 
PAYX Paychex Inc.
-3.78%
-$57,218.65 
GIS General Mills, Inc.
-3.4%
-$40,090.7 
CRH CRH plc
-2.87%
-$7,550.06 
GILD Gilead Sciences Inc.
-2.58%
-$40,452.11 
AOS A. O. Smith Corporation
-2.33%
-$27,548.58 
AVY Avery Dennison Corporation
-2.24%
-$25,810.8 
ABBV AbbVie Inc.
-2.12%
-$129,900.75 
ABT Abbott Laboratories
-2.12%
-$18,197.6 
LLY Eli Lilly and Company
-1.91%
-$92,365.26 
NVDA NVIDIA Corporation
-1.9%
-$198,964.71 
MA Mastercard Incorporated
-1.87%
-$5,018.92 
NFLX Netflix, Inc.
-1.81%
-$47,611.92 
HD The Home Depot, Inc.
-1.8%
-$74,451.3 
V Visa Inc. Class A
-1.76%
-$4,840.73 
LIN Linde plc
-1.64%
-$4,961.26 
JNJ Johnson & Johnson
-1.54%
-$24,956 
PLTR Palantir Technologies Inc.
-1.52%
-$8,252.64 
MSFT Microsoft Corp.
-1.47%
-$136,592.31 
DE Deere & Company
-1.45%
-$65,671.68 
CMCSA Comcast Corp
-1.38%
-$15,101.87 
CBOE Cboe Global Markets Inc.
-1.37%
-$14,096.4 
CRWD CrowdStrike Holdings, Inc.
-1.28%
-$7,213.44 
PGR Progressive Corporation
-1.25%
-$13,965.78 
KMB Kimberly-Clark Corporation
-1.25%
-$14,041.89 
AAPL Apple Inc.
-1.2%
-$114,973.44 
WMT Walmart Inc.
-1.08%
-$102,218.65 
CME CME Group Inc.
-1.03%
-$11,861 
SCHD Schwab U.S. Dividend Equity ETF
-1.01%
-$39,241.3 
LOW Lowe's Companies Inc.
-0.95%
-$2,075.8 
MRK Merck & Co., Inc.
-0.93%
-$68,101 
ITW Illinois Tool Works Inc.
-0.92%
-$11,677.05 
PG Procter & Gamble Co
-0.85%
-$12,608.75 
MO Altria Group, Inc.
-0.79%
-$7,773.88 
JPM JPMorgan Chase & Co.
-0.78%
-$51,707.6 
SNA Snap-on Inc.
-0.69%
-$8,638.57 
COST Costco Wholesale Corporation
-0.67%
-$29,980.13 
VIG Vanguard Dividend Appreciation ETF
-0.59%
-$21,951.93 
AMZN Amazon.com Inc
-0.52%
-$44,300.4 
CSCO Cisco Systems, Inc.
-0.5%
-$3,346.29 
VTV Vanguard Value ETF
-0.45%
-$15,438.71 
RTX RTX Corporation
-0.43%
-$5,148.48 
TXN Texas Instruments Inc
-0.43%
-$1,316.46 
TMUS T-Mobile US, Inc.
-0.4%
-$2,489.04 
VOO Vanguard S&P 500 ETF
-0.32%
-$6,943.3 
BA Boeing Company
-0.32%
-$791.93 
CL Colgate-Palmolive Company
-0.3%
-$3,048.82 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.29%
-$1,326.54 
VUG Vanguard Growth ETF
-0.22%
-$5,335.65 
GE General Electric Company
-0.22%
-$8,331.38 
VYM Vanguard High Dividend Yield ETF
-0.18%
-$3,790.16 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$19,262.88 
GOOG Alphabet Inc
-0.12%
-$6,110.58 
KHC The Kraft Heinz Company
-0.12%
-$1,340.46 
GOOGL Alphabet Inc
-0.11%
-$3,751.43 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$5,308.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$212.94 
META Meta Platforms Inc Class A
-0.02%
-$742.32 
MCD McDonald's Corporation
-0.01%
-$320.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 629 | Longs Won 369/629 58% | Profit Factor 4.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $288,038.68 |
| Average Win $142,900.51 | Best Trade (Aug 10) $4.49M | Sharpe Ratio -10.97 |
| Average Loss -$46,712.22 | Worst Trade (Sep 30) -$732,115.05 | Z-Score 0.94 (65.36%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $64,523.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,650 | 5,085 | 4,520 | 3,955 | 3,390 | 2,825 | 2,260 | 1,695 | 1,130 | 565 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,941 | $7.52M | $9.47M | - | $1.95M | 25.87% | -1.2% |
| ABBV AbbVie Inc. | 23,835 | $4.71M | $5.98M | - | $1.27M | 26.89% | -2.125% |
| ABT Abbott Laboratories | 7,912 | $1.02M | $838,909.36 | - | -$180,485.88 | -17.71% | -2.123% |
| ACN Accenture plc Class A | 6,210 | $1.74M | $1.11M | - | -$634,960.03 | -36.45% | -4.525% |
| ADI Analog Devices, Inc. | 656 | $260,550 | $237,636 | - | -$22,914 | -8.79% | 0.0 |
| AMAT Applied Materials, Inc. | 6,519 | $2.41M | $3.07M | - | $663,787.44 | 27.59% | +3.546% |
| AMD Advanced Micro Devices, Inc. | 7,677 | $1.56M | $3.9M | - | $2.34M | 150.01% | +6.468% |
| AMGN Amgen Inc. | 905 | $326,746 | $360,271.45 | - | $33,525.45 | 10.26% | -8.952% |
| AMZN Amazon.com Inc | 33,060 | $7.23M | $8.5M | - | $1.27M | 17.58% | -0.518% |
| AOS A. O. Smith Corporation | 19,538 | $1.41M | $1.15M | - | -$253,222.36 | -17.99% | -2.331% |
| AVGO Broadcom Inc. | 26,135 | $6.21M | $9.64M | - | $3.43M | 55.28% | +3.054% |
| AVY Avery Dennison Corporation | 6,576 | $1.13M | $1.13M | - | -$7,020.8 | -0.62% | -2.242% |
| BA Boeing Company | 1,182 | $247,854 | $250,087.56 | - | $2,233.56 | 0.9% | -0.316% |
| BAC Bank of America Corporation | 3,620 | $206,259 | $227,245.5 | - | $20,986.5 | 10.17% | +0.152% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 167,624 | $15.33M | $15.33M | - | -$3,944.14 | -0.03% | +0.011% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 145,546 | $14.44M | $14.44M | - | -$4,802.83 | -0.03% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 21,168 | $9.96M | $10.69M | - | $736,785.12 | 7.4% | -0.18% |
| CAT Caterpillar Inc. | 4,406 | $3.05M | $3.65M | - | $594,888.86 | 19.49% | +1.687% |
| CBOE Cboe Global Markets Inc. | 3,455 | $702,229.64 | $1.02M | - | $314,576.86 | 44.8% | -1.367% |
| CF CF Industries Holdings, Inc. | 8,361 | $757,601.12 | $1.13M | - | $369,169.04 | 48.73% | +1.061% |
No 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
FAQ
Which stocks have generated the highest profits for Kyle Hammerschmidt?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $1.25M, Micron Technology, Inc - $1.2M, Johnson & Johnson - $921,139.75, Flex Ltd - $854,646.42, and Vanguard Short-Term Treasury Fund - $844,735.6. 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: UnitedHealth Group Incorporated - $737,244.66, Zoetis Inc - $371,148.35, Automatic Data Processing Inc - $260,781.45, Accenture plc Class A - $223,133.16, and Abbott Laboratories - $206,900.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle Hammerschmidt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.69M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $844,735.6, SPDR Bloomberg 1-3 Month T-Bill ETF - $831,199.28, SPDR Bloomberg 3-12 Month T-Bill ETF - $765,646.73, Merck & Co., Inc - $235,351.5, and ConocoPhillips - $234,241.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle Hammerschmidt's monthly returns?
Kyle Hammerschmidt'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 Kyle Hammerschmidt's strategy be considered aggressive or moderate?
Kyle Hammerschmidt'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 Kyle Hammerschmidt's strategy?
Kyle Hammerschmidt'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.
