SC
Stacey Cole Portfolio
Invests via Haven Private LLC | Managed by Stacey Cole, Johnny Gibson
Invests via Haven Private LLC
Managed by Stacey Cole, Johnny Gibson
Automatically Tracked
A senior operating and investment executive active in growth-stage technology and consumer sectors, Stacey Cole brings experience in scaling teams, strategic partnerships and capital formation. Background spans operator and investor roles across venture-backed businesses, corporate development and go-to-market leadership, with emphasis on commercial diligence, lifecycle value creation and board-level governance for private growth companies.
A senior operating and investment executive active in growth-stage technology and consumer sectors, Stacey Cole brings experience in scaling teams, strategic partnerships and capital formation. Background spans operator and investor roles across venture-backed businesses, corporate development and go-to-market leadership, with emphasis on commercial diligence, lifecycle value creation and board-level governance for private growth companies.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer investments, prioritizing companies with repeatable go-to-market models and clear commercialization pathways. Prefers active, board-level engagement to accelerate customer acquisition, partnerships and capital formation. Employs commercial diligence and operator-first underwriting, emphasizing unit economics, scalable teams and founder alignment. Time horizon is multi-year growth value creation with disciplined follow-on capital allocation and downside protection through governance and milestone-based support.
Focuses on growth-stage technology and consumer investments, prioritizing companies with repeatable go-to-market models and clear commercialization pathways. Prefers active, board-level engagement to accelerate customer acquisition, partnerships and capital formation. Employs commercial diligence and operator-first underwriting, emphasizing unit economics, scalable teams and founder alignment. Time horizon is multi-year growth value creation with disciplined follow-on capital allocation and downside protection through governance and milestone-based support.
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:
21.22%
Gain +1.13%
Monthly
0.97%
Yearly
12.25%
Drawdown
16.91%
$266.52M
Equity
Holdings
$266.52M
Investment
$232.55M
$38.62M
Profit +$2.29M
Realized
$4.65M
Unrealized
$33.97M
Dividends
$7.77M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.13%
Profit
$2.29M
Win %
68%
This Week
Compared To Last Week
Gain
0.87%
Profit
$2.29M
Win %
68%
This Month
Compared to last month
Gain
2.66%
Profit
$6.92M
Win %
68%
This Year
Compared to last year
Gain
1.88%
Profit
$4.92M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$70,680.7 
ETN Eaton Corporation plc
+7.32%
+$15,598.81 
GOOG Alphabet Inc
+6.88%
+$126,564.7 
GOOGL Alphabet Inc
+6.73%
+$63,140.7 
BDC Belden Inc.
+5.93%
+$25,823.75 
FFIV F5 Inc.
+3.56%
+$21,213.72 
ZONE Cleancore Solutions Inc.
+3.45%
+$224.4 
TT Trane Technologies plc
+3.33%
+$41,032.02 
META Meta Platforms Inc Class A
+3.28%
+$12,924.07 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$11,280 
MSFT Microsoft Corp.
+3.02%
+$32,388.34 
HTGC Hercules Capital Inc.
+3.01%
+$17,032.8 
NVDA NVIDIA Corporation
+2.93%
+$64,163.35 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$9,340.9 
FAST Fastenal Co.
+2.25%
+$9,591.75 
CDNS Cadence Design Systems, Inc.
+2.16%
+$11,800.77 
KEYS Keysight Technologies, Inc.
+2.04%
+$26,269.24 
BBBY Bed Bath & Beyond Inc.
+2.02%
+$1,586 
GWW W.W. Grainger, Inc.
+1.97%
+$10,264.31 
PANW Palo Alto Networks, Inc.
+1.89%
+$3,874.5 
ORCL Oracle Corporation
+1.81%
+$3,483.48 
VZ Verizon Communications Inc.
+1.52%
+$15,836.1 
CNXN PC Connection, Inc.
+1.49%
+$10,146.27 
KLAC KLA Corporation
+1.38%
+$45,390.39 
CAH Cardinal Health Inc.
+1.3%
+$17,129.47 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$20,095.25 
AMAT Applied Materials, Inc.
+1.18%
+$14,844.45 
MSI Motorola Solutions, Inc.
+1.14%
+$4,220.07 
VUG Vanguard Growth ETF
+1.1%
+$5,509.32 
RBRK Rubrik, Inc.
+1.09%
+$2,513.94 
ADBE Adobe Inc.
+1.01%
+$5,454.25 
ALRM Alarm.com Holdings Inc.
+0.98%
+$4,132.94 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,491.44 
OEF iShares S&P 100 ETF
+0.95%
+$3,543.03 
AMLP Alerian MLP ETF
+0.89%
+$57,288.35 
AVUQ Avantis U.S. Quality Equity ETF
+0.89%
+$4,108.98 
ACM Aecom
+0.88%
+$2,342.34 
CNQ Canadian Natural Resources Limited
+0.85%
+$4,492.4 
BCO Brink's Company
+0.83%
+$3,639.44 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,780 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$18,508.54 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,945 
CAT Caterpillar Inc.
+0.7%
+$5,120 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,289.15 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,976.32 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$1,999.16 
INFY Infosys Limited
+0.67%
+$2,337.2 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.66%
+$4,819.59 
PLTR Palantir Technologies Inc.
+0.65%
+$4,338.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,393.16 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,697.65 
GEN Gen Digital Inc.
+0.59%
+$1,693.28 
AVUS Avantis U.S. Equity ETF
+0.57%
+$1,984.32 
CAIE Calamos Autocallable Income ETF
+0.56%
+$5,949.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,435.6 
CAIQ Calamos Nasdaq Autocallable Income ETF
+0.51%
+$3,093.48 
PBYI Puma Biotechnology Inc.
+0.51%
+$5,937.92 
UMC United Microelectronics Corp. Sponsored ADR
+0.47%
+$4,420.76 
HCKT The Hackett Group, Inc.
+0.47%
+$1,150.65 
AVLC Avantis U.S. Large Cap Equity ETF
+0.46%
+$42,158.25 
HGRO Hedgeye Quality Growth ETF
+0.42%
+$4,776.41 
AVGO Broadcom Inc.
+0.37%
+$9,072 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,119.72 
SF Stifel Financial Corp.
+0.34%
+$2,528.4 
SNA Snap-on Inc.
+0.33%
+$1,660.57 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$882.7 
MRK Merck & Co., Inc.
+0.32%
+$1,002.06 
PCT PureCycle Technologies, Inc.
+0.32%
+$1,664.34 
MUST Columbia Multi-Sector Municipal Income ETF
+0.3%
+$71,331.18 
JNJ Johnson & Johnson
+0.21%
+$1,189.32 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$2,180.77 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.13%
+$704.06 
PBDC Putnam BDC Income ETF
+0.11%
+$1,649.49 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$8,334.54 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$300 
WMT Walmart Inc.
+0.09%
+$2,897.06 
INDS Pacer Industrial Real Estate ETF
+0.06%
+$889.08 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$2,028.03 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$387.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,091.68 
DIS The Walt Disney Company
+0.03%
+$113.97 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$5,099.89 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$44.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$766,495.2 
CLSK CleanSpark, Inc.
-5.37%
-$9,170.46 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$56,813.13 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$76,815.75 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$12,554.2 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$103,333.23 
ETH Ethan Allen Interiors Inc
-2.84%
-$101,814.44 
CRAI CRA International Inc.
-2.67%
-$18,454.92 
TE T1 Energy Inc.
-2.34%
-$8,049 
GSOL Grayscale Solana Trust
-2.31%
-$3,802.63 
BA Boeing Company
-2.15%
-$4,693.35 
ENVX Enovix Corporation
-2.15%
-$9,490.41 
NTRB Nutriband Inc.
-2.06%
-$681.96 
NFLX Netflix, Inc.
-2%
-$5,441.42 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,453.69 
CRUS Cirrus Logic, Inc.
-1.9%
-$6,553.58 
FLO Flowers Foods, Inc.
-1.68%
-$2,160 
LRCX Lam Research Corporation
-1.58%
-$3,713.01 
PINK Simplify Health Care ETF
-1.57%
-$33,625.7 
GLD SPDR Gold Shares
-1.49%
-$4,495.99 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$14,229.03 
NVS Novartis AG Sponsored ADR
-1.45%
-$7,547.87 
STE STERIS plc
-1.22%
-$4,394.87 
IQV IQVIA Holdings Inc.
-1.17%
-$3,661.92 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$19,738.83 
DE Deere & Company
-1.13%
-$4,147.99 
MCK McKesson Corporation
-1.08%
-$21,985.9 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$5,091.82 
CTAS Cintas Corporation
-1.04%
-$10,691.95 
XOM Exxon Mobil Corporation
-0.97%
-$3,532.77 
YEXT Yext Inc.
-0.91%
-$567.35 
FDUS Fidus Investment Corporation
-0.8%
-$8,010.88 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$7,437.38 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$17,062.46 
AVRE Avantis Real Estate ETF
-0.75%
-$17,941.67 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$5,074.59 
MA Mastercard Incorporated
-0.74%
-$4,466.75 
IWC iShares Micro-Cap ETF
-0.7%
-$5,415.8 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$46,952.1 
MP MP Materials Corp.
-0.7%
-$3,301.65 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$6,608.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,858.99 
AVDS Avantis International Small Cap Equity ETF
-0.6%
-$1,767.78 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$15,288.4 
SCHF Schwab International Equity ETF
-0.58%
-$2,498.56 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$1,266.1 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$35,058.9 
WAB Wabtec Corporation
-0.55%
-$2,512 
INCO Columbia India Consumer ETF
-0.53%
-$9,999.33 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$4,054.47 
EMIF iShares Emerging Markets Infrastructure ETF
-0.49%
-$3,217.37 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$23,544 
AVDE Avantis International Equity ETF
-0.46%
-$13,275.78 
TEL TE Connectivity plc
-0.43%
-$3,611.62 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.43%
-$1,261.48 
MELI MercadoLibre, Inc.
-0.41%
-$3,905.58 
ARCC Ares Capital Corporation
-0.37%
-$3,287.27 
OBDC Blue Owl Capital Corporation
-0.37%
-$1,903.48 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,139.2 
IGOV iShares International Treasury Bond ETF
-0.34%
-$3,377.82 
HECA Hedgeye Capital Allocation ETF
-0.33%
-$2,650.95 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$1,419.86 
COR Cencora, Inc.
-0.28%
-$3,336.65 
IGF iShares Global Infrastructure ETF
-0.28%
-$12,331.76 
VTV Vanguard Value ETF
-0.27%
-$880.27 
MFC Manulife Financial Corporation
-0.25%
-$995.83 
COST Costco Wholesale Corporation
-0.24%
-$533.51 
MMYT MakeMyTrip Limited
-0.23%
-$926 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,265.37 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$6,787.68 
BIZD VanEck BDC Income ETF
-0.16%
-$4,938.36 
AVMV Avantis U.S. Mid Cap Value ETF
-0.16%
-$3,395.6 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$776.74 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.13%
-$1,403.52 
PRLB Proto Labs Inc.
-0.12%
-$1,166.9 
HYIN WisdomTree Alternative Income Mutual Fund
-0.12%
-$258.4 
MUB iShares National Muni Bond ETF
-0.11%
-$1,333.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$632.5 
HYD VanEck High Yield Muni ETF
-0.1%
-$549.5 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.09%
-$1,578.32 
GBDC Golub Capital BDC, Inc.
-0.08%
-$444.13 
ROKU Roku, Inc.
-0.06%
-$228.96 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$1,386.24 
V Visa Inc. Class A
-0.04%
-$267.8 Events
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Dividends
Dividend Analysis
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| Trades 1034 | Longs Won 663/1034 64% | Profit Factor 3.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $222,565.79 |
| Average Win $81,188.22 | Best Trade (Aug 28) $3.13M | Sharpe Ratio -10.2 |
| Average Loss -$41,556.87 | Worst Trade (Aug 03) -$2.11M | Z-Score 5.39 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $37,351.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 24,117 | $697,502.73 | $962,991.81 | - | $265,489.08 | 38.06% | -1.456% |
| AAPL Apple Inc. | 31,260 | $6.62M | $9.66M | - | $3.03M | 45.81% | -7.354% |
| ACM Aecom | 3,718 | $388,066.14 | $269,146.02 | - | -$118,920.12 | -30.64% | +0.878% |
| ADBE Adobe Inc. | 2,173 | $937,537.65 | $544,140.93 | - | -$393,396.72 | -41.96% | +1.013% |
| ALRM Alarm.com Holdings Inc. | 7,798 | $402,023.81 | $426,940.5 | - | $24,916.69 | 6.2% | +0.977% |
| AMAT Applied Materials, Inc. | 2,516 | $488,547.66 | $1.28M | - | $788,750.09 | 161.45% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 482 | $279,999 | $229,504.3 | - | -$50,494.7 | -18.03% | -1.904% |
| AMLP Alerian MLP ETF | 116,915 | $5.66M | $6.47M | - | $804,943.21 | 14.21% | +0.894% |
| AMZN Amazon.com Inc | 1,959 | $420,441.06 | $532,025.2 | - | $111,584.14 | 26.54% | +15.321% |
| ARCC Ares Capital Corporation | 46,961 | $916,975.52 | $880,988.36 | - | -$35,987.16 | -3.92% | -0.372% |
| ARM Arm Holdings plc American Depositary Receipt | 9,223 | $1.16M | $2.21M | - | $1.05M | 91.06% | -0.766% |
| AVDE Avantis International Equity ETF | 31,609 | $1.95M | $2.88M | - | $930,976.45 | 47.69% | -0.458% |
| AVDS Avantis International Small Cap Equity ETF | 3,843 | $199,176.26 | $293,566.77 | - | $94,390.51 | 47.39% | -0.599% |
| AVDV Avantis International Small Cap Value ETF | 47,088 | $3.43M | $4.93M | - | $1.5M | 43.58% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 92,606 | $5.51M | $8.29M | - | $2.78M | 50.34% | +0.101% |
| AVES Avantis Emerging Markets Value ETF | 10,797 | $634,352.28 | $672,005.28 | - | $37,653 | 5.94% | -0.749% |
| AVGO Broadcom Inc. | 6,300 | $1.51M | $2.45M | - | $941,976.63 | 62.36% | +0.371% |
| AVIV Avantis International Large Cap Value ETF | 76,215 | $4.49M | $6.15M | - | $1.67M | 37.15% | -0.567% |
| AVLC Avantis U.S. Large Cap Equity ETF | 102,825 | $7.23M | $9.17M | - | $1.94M | 26.85% | +0.462% |
| AVLV Avantis U.S. Large Cap Value ETF | 16,775 | $1.49M | $1.55M | - | $51,170.09 | 3.42% | +0.141% |
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FAQ
Which stocks have generated the highest profits for Stacey Cole?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $1.91M, Columbia Multi-Sector Municipal Income ETF - $985,163.92, Goldman Sachs Physical Gold ETF - $739,991.94, NVIDIA Corporation - $649,503.63, and WisdomTree Floating Rate Treasury Fund - $581,750.17. 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: Gartner Inc - $463,479.94, Invesco QQQ Trust, Series 1 - $379,033.25, The Hackett Group, Inc - $281,245.05, Tenable Holdings Inc - $249,657.36, and MakeMyTrip Limited - $241,358.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stacey Cole's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.77M earned over time. The largest contributors to dividend income include VanEck BDC Income ETF - $1.24M, Columbia Multi-Sector Municipal Income ETF - $985,163.92, WisdomTree Floating Rate Treasury Fund - $583,123.36, Alerian MLP ETF - $526,531.18, and Franklin International Low Volatility High Dividend ETF - $303,564.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stacey Cole's monthly returns?
Stacey Cole'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 Stacey Cole's strategy be considered aggressive or moderate?
Stacey Cole'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 Stacey Cole's strategy?
Stacey Cole'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.
