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:
2.79%
Gain
Monthly
0.15%
Yearly
1.8%
Drawdown
16.93%
$250.02M
Equity
Holdings
$250.02M
Investment
$216.3M
$37.87M
Profit -$396,992.69
Realized
$4.15M
Unrealized
$33.72M
Dividends
$6.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$396,992.69
Win %
65%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$497,899.04
Win %
65%
This Month
Compared to last month
Gain
-0.71%
Profit
-$1.79M
Win %
65%
This Year
Compared to last year
Gain
10.64%
Profit
$24.04M
Win %
64%
CF CF Industries Holdings, Inc.
+3.35%
+$24,951.45 
GE General Electric Company
+3.2%
+$93,844.02 
ABT Abbott Laboratories
+2.51%
+$33,135.28 
YUM Yum! Brands, Inc.
+2.33%
+$16,923.83 
MRK Merck & Co., Inc.
+2.31%
+$126,678.9 
MU Micron Technology, Inc.
+2.12%
+$126,117.97 
UTHR United Therapeutics Corporation
+2.02%
+$12,090.4 
MO Altria Group, Inc.
+1.93%
+$14,369.31 
XOM Exxon Mobil Corporation
+1.91%
+$75,326.88 
COP ConocoPhillips
+1.75%
+$65,798 
RTX RTX Corporation
+1.72%
+$19,796.18 
KHC The Kraft Heinz Company
+1.68%
+$12,686.96 
CVX Chevron Corporation
+1.65%
+$6,210.72 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$149,340.8 
TMUS T-Mobile US, Inc.
+1.52%
+$5,720.3 
JNJ Johnson & Johnson
+1.47%
+$15,145.35 
VZ Verizon Communications Inc.
+1.34%
+$8,696.01 
ABBV AbbVie Inc.
+1.31%
+$64,017.78 
LLY Eli Lilly and Company
+1.26%
+$60,246.67 
EOG EOG Resources, Inc.
+1.23%
+$18,735.7 
GILD Gilead Sciences Inc.
+1.2%
+$8,985.56 
HRB H&R Block Inc.
+1.2%
+$3,175.5 
UNH UnitedHealth Group Incorporated
+1.08%
+$3,595.3 
DE Deere & Company
+1.08%
+$30,969.19 
KMB Kimberly-Clark Corporation
+1.02%
+$7,201.68 
ELAN Elanco Animal Health Incorporated
+0.93%
+$6,042.48 
WMT Walmart Inc.
+0.92%
+$72,987.01 
CAG Conagra Brands Inc.
+0.9%
+$4,766.71 
HALO Halozyme Therapeutics Inc.
+0.81%
+$4,750.62 
GIS General Mills, Inc.
+0.78%
+$4,716.3 
CBOE Cboe Global Markets Inc.
+0.74%
+$10,250.64 
BA Boeing Company
+0.73%
+$1,843.92 
PG Procter & Gamble Co
+0.66%
+$10,979.62 
CMCSA Comcast Corp
+0.64%
+$3,458.05 
CL Colgate-Palmolive Company
+0.64%
+$4,289.4 
FOXA Fox Corporation
+0.62%
+$4,185.46 
MRSH Marsh & McLennan Companies, Inc.
+0.6%
+$4,089.68 
VTV Vanguard Value ETF
+0.56%
+$18,277.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.55%
+$19,884.31 
PAYX Paychex Inc.
+0.53%
+$4,848.98 
NEE NextEra Energy, Inc.
+0.52%
+$2,178.53 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$7,946.39 
AON Aon plc
+0.37%
+$3,038.76 
HD The Home Depot, Inc.
+0.37%
+$12,503.51 
JPM JPMorgan Chase & Co.
+0.34%
+$17,743.5 
NBIX Neurocrine Biosciences Inc.
+0.22%
+$1,728.55 
SNA Snap-on Inc.
+0.21%
+$3,338.72 
COST Costco Wholesale Corporation
+0.13%
+$4,352.98 
AVY Avery Dennison Corporation
+0.09%
+$510.72 
ZTS Zoetis Inc.
+0.07%
+$278.56 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$8,712.02 
AVT Avnet Inc.
+0.05%
+$396.43 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$1,478.3 
CTSH Cognizant Technology Solutions Corporation
+0.04%
+$181.27 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$3,208.62 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$3,004.9 
NFLX Netflix, Inc.
-8.81%
-$151,750.4 
FLEX Flex Ltd.
-4.6%
-$54,506.78 
META Meta Platforms Inc Class A
-4.51%
-$109,570.25 
AMAT Applied Materials, Inc.
-4.43%
-$150,367.29 
ACLS Axcelis Technologies, Inc.
-3.62%
-$35,277.18 
LRCX Lam Research Corporation
-2.93%
-$100,592.79 
TSLA Tesla, Inc.
-2.58%
-$17,810.11 
GOOGL Alphabet Inc
-2.39%
-$61,864.06 
GOOG Alphabet Inc
-2.36%
-$134,383.73 
KO The Coca-Cola Company
-2.34%
-$15,579.71 
AMD Advanced Micro Devices, Inc.
-2.17%
-$119,735.55 
MSFT Microsoft Corp.
-2.01%
-$122,202.07 
ZM Zoom Video Communications, Inc.
-1.95%
-$14,391.14 
NVDA NVIDIA Corporation
-1.74%
-$155,803.56 
V Visa Inc. Class A
-1.59%
-$15,565.02 
MPWR Monolithic Power Systems, Inc.
-1.57%
-$11,116.42 
MCO Moody's Corporation
-1.52%
-$12,750.95 
VUG Vanguard Growth ETF
-1.49%
-$33,103.98 
DY Dycom Industries Inc.
-1.43%
-$6,532.01 
TOL Toll Brothers Inc
-1.36%
-$8,733.75 
ACN Accenture plc Class A
-1.35%
-$13,098.15 
RL Ralph Lauren Corporation
-1.28%
-$8,069.77 
AVGO Broadcom Inc.
-1.07%
-$102,563.21 
LII Lennox International Inc.
-0.98%
-$6,952.37 
VGT Vanguard Information Technology ETF
-0.98%
-$8,117.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.95%
-$5,475.99 
TROW T. Rowe Price Group, Inc.
-0.92%
-$8,579.33 
JKHY Jack Henry & Associates, Inc.
-0.89%
-$5,785.51 
TOST Toast Inc.
-0.87%
-$5,267.4 
FDS FactSet Research Systems Inc.
-0.83%
-$6,922.3 
CRH CRH plc
-0.76%
-$5,270.4 
SCHF Schwab International Equity ETF
-0.66%
-$1,533.78 
MMSI Merit Medical Systems, Inc.
-0.66%
-$3,882.78 
HIMS Hims & Hers Health, Inc.
-0.62%
-$7,013.16 
VOO Vanguard S&P 500 ETF
-0.6%
-$11,610.19 
AMZN Amazon.com Inc
-0.55%
-$39,790.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$2,427.99 
ABG Asbury Automotive Group Inc.
-0.47%
-$2,999.36 
THC Tenet Healthcare Corporation
-0.46%
-$2,268.65 
AAPL Apple Inc.
-0.44%
-$40,427.95 
LOW Lowe's Companies Inc.
-0.41%
-$937.2 
EXEL Exelixis Inc.
-0.36%
-$2,785 
DPZ Domino's Pizza Inc.
-0.33%
-$1,921.72 
AOS A. O. Smith Corporation
-0.32%
-$3,560.31 
ITW Illinois Tool Works Inc.
-0.31%
-$4,424.77 
PEP PepsiCo, Inc.
-0.14%
-$1,782.31 
CME CME Group Inc.
-0.12%
-$1,369.2 
MCD McDonald's Corporation
-0.1%
-$3,371.93 
CHWY Chewy Inc.
-0.09%
-$416.84 
CAT Caterpillar Inc.
-0.09%
-$3,342.99 
PODD Insulet Corporation
-0.04%
-$147.18 
ADP Automatic Data Processing Inc.
-0.04%
-$293.76 
VICI Vici Properties Inc.
-0.02%
-$113.94 Events
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Dividends
Dividend Analysis
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| Trades 535 | Longs Won 343/535 64% | Profit Factor 4.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $315,794.17 |
| Average Win $141,146.21 | Best Trade (Jul 14) $3.96M | Sharpe Ratio -12.85 |
| Average Loss -$54,896.33 | Worst Trade (Sep 30) -$732,115.05 | Z-Score 5.58 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $70,790.75 |
| 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 | 4,545 | 4,091 | 3,636 | 3,182 | 2,727 | 2,273 | 1,818 | 1,364 | 909 | 455 |
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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