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:
2.72%
Gain
Monthly
0.14%
Yearly
1.75%
Drawdown
16.83%
$245.49M
Equity
Holdings
$245.49M
Investment
$217.5M
$32.89M
Profit -$1.06M
Realized
$4.9M
Unrealized
$27.99M
Dividends
$7.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.06M
Win %
65%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$595,084.15
Win %
65%
This Month
Compared to last month
Gain
-0.04%
Profit
-$105,388.43
Win %
65%
This Year
Compared to last year
Gain
7.18%
Profit
$16.45M
Win %
63%
HIG The Hartford Insurance Group, Inc.
+3.26%
+$30,524.31 
TENB Tenable Holdings Inc.
+2.45%
+$20,552.03 
MRK Merck & Co., Inc.
+2.31%
+$7,209.8 
PBYI Puma Biotechnology Inc.
+2.26%
+$29,499.4 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+2.18%
+$7,782.87 
BMY Bristol-Myers Squibb Company
+2.17%
+$7,660.88 
CNQ Canadian Natural Resources Limited
+1.91%
+$10,884.68 
XOM Exxon Mobil Corporation
+1.91%
+$6,318.94 
MCK McKesson Corporation
+1.8%
+$36,268.25 
BRK-B Berkshire Hathaway Inc.
+1.6%
+$4,991.21 
TMUS T-Mobile US, Inc.
+1.52%
+$7,804.14 
ORCL Oracle Corporation
+1.49%
+$2,789.8 
JNJ Johnson & Johnson
+1.47%
+$8,571.31 
FFIV F5 Inc.
+1.44%
+$9,918 
COR Cencora, Inc.
+1.43%
+$17,730.08 
CAH Cardinal Health Inc.
+1.42%
+$19,584.5 
VZ Verizon Communications Inc.
+1.34%
+$11,027.69 
BCO Brink's Company
+1.17%
+$7,372.75 
YEXT Yext Inc.
+1.1%
+$2,702.22 
DE Deere & Company
+1.08%
+$3,940.59 
MSI Motorola Solutions, Inc.
+1%
+$4,595.4 
WMT Walmart Inc.
+0.92%
+$38,575.02 
NVS Novartis AG Sponsored ADR
+0.84%
+$4,713.66 
EDV Vanguard Extended Duration Treasury ETF
+0.82%
+$4,187.46 
BA Boeing Company
+0.73%
+$1,694.16 
ALRM Alarm.com Holdings Inc.
+0.69%
+$3,801 
DFLV Dimensional US Large Cap Value ETF
+0.65%
+$2,572.7 
GWW W.W. Grainger, Inc.
+0.63%
+$3,681.06 
INCO Columbia India Consumer ETF
+0.6%
+$14,604.1 
CNXN PC Connection, Inc.
+0.59%
+$4,650.6 
AVRE Avantis Real Estate ETF
+0.58%
+$7,830.09 
VTV Vanguard Value ETF
+0.56%
+$1,958.16 
GLD SPDR Gold Shares
+0.55%
+$1,616.01 
IGF iShares Global Infrastructure ETF
+0.55%
+$27,639 
ENVX Enovix Corporation
+0.52%
+$2,268.92 
UL Unilever PLC Sponsored American Depositary Receipt
+0.49%
+$1,772.89 
AAAU Goldman Sachs Physical Gold ETF
+0.47%
+$4,573.57 
PINK Simplify Health Care ETF
+0.46%
+$8,844.3 
INDS Pacer Industrial Real Estate ETF
+0.45%
+$6,187.39 
AMLP Alerian MLP ETF
+0.34%
+$20,731.65 
ROKU Roku, Inc.
+0.34%
+$3,112.86 
MFC Manulife Financial Corporation
+0.31%
+$1,407.11 
LVHI Franklin International Low Volatility High Dividend ETF
+0.28%
+$17,411.35 
AVMV Avantis U.S. Mid Cap Value ETF
+0.27%
+$5,001.5 
GEN Gen Digital Inc.
+0.24%
+$1,188.46 
WAB Wabtec Corporation
+0.23%
+$1,075.8 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.22%
+$1,059.58 
SNA Snap-on Inc.
+0.21%
+$1,119.36 
ETN Eaton Corporation plc
+0.21%
+$478.92 
CRAI CRA International Inc.
+0.2%
+$1,861.3 
FXF Invesco CurrencyShares Swiss Franc Trust
+0.19%
+$1,423.38 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.18%
+$444.85 
BND Vanguard Total Bond Market Index Fund
+0.18%
+$450.94 
COST Costco Wholesale Corporation
+0.13%
+$276.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.11%
+$332.4 
MUST Columbia Multi-Sector Municipal Income ETF
+0.1%
+$21,204.92 
IFRA iShares U.S. Infrastructure
+0.1%
+$7,878.96 
IWC iShares Micro-Cap ETF
+0.09%
+$1,001.88 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$254.26 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.05%
+$556.61 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.04%
+$810.92 
VIG Vanguard Dividend Appreciation ETF
+0.04%
+$128 
CTSH Cognizant Technology Solutions Corporation
+0.04%
+$135.99 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.03%
+$104.27 
HCKT The Hackett Group, Inc.
+0.02%
+$86.27 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,037.98 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$15.68 
MUB iShares National Muni Bond ETF
+0.01%
+$53.58 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.01%
+$187.26 
BUXX Strive Enhanced Income Short Duration Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CDNS Cadence Design Systems, Inc.
-10.82%
-$69,861.72 
NFLX Netflix, Inc.
-8.81%
-$61,131.15 
UMC United Microelectronics Corp. Sponsored ADR
-5.43%
-$59,350.5 
META Meta Platforms Inc Class A
-4.51%
-$22,267.7 
AMAT Applied Materials, Inc.
-4.43%
-$63,118.97 
MELI MercadoLibre, Inc.
-3.21%
-$37,833.3 
KLAC KLA Corporation
-3.16%
-$126,749.7 
ETHE Grayscale Ethereum Trust ETF
-2.71%
-$50,545.62 
ETH Ethan Allen Interiors Inc
-2.63%
-$91,868.55 
NTRB Nutriband Inc.
-2.56%
-$909.28 
GOOGL Alphabet Inc
-2.39%
-$22,298.55 
GOOG Alphabet Inc
-2.36%
-$46,785.44 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
-2.28%
-$34,456.5 
TE T1 Energy Inc.
-2.02%
-$5,879.4 
MSFT Microsoft Corp.
-2.01%
-$29,839.48 
VWO Vanguard FTSE Emerging Markets ETF
-1.9%
-$4,781.28 
PLTR Palantir Technologies Inc.
-1.9%
-$13,739.4 
BKNG Booking Holdings Inc.
-1.82%
-$5,223.5 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.78%
-$56,001.07 
GSOL Grayscale Solana Trust
-1.75%
-$4,937.6 
NVDA NVIDIA Corporation
-1.74%
-$40,764.01 
CLSK CleanSpark, Inc.
-1.71%
-$2,586.54 
BTC Grayscale Bitcoin Mini Trust ETF
-1.67%
-$7,414.27 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.66%
-$41,261.31 
GBTC Grayscale Bitcoin Trust ETF
-1.63%
-$59,261.22 
V Visa Inc. Class A
-1.59%
-$11,718.79 
VUG Vanguard Growth ETF
-1.49%
-$7,732.26 
AVES Avantis Emerging Markets Value ETF
-1.49%
-$11,159.65 
AVDV Avantis International Small Cap Value ETF
-1.45%
-$69,366.38 
AVEM Avantis Emerging Markets Equity ETF
-1.35%
-$113,722.3 
MA Mastercard Incorporated
-1.32%
-$8,537.74 
QQQ Invesco QQQ Trust, Series 1
-1.26%
-$4,429.28 
IWF iShares Russell 1000 Growth ETF
-1.17%
-$2,840 
BBBY Bed Bath & Beyond Inc.
-1.16%
-$1,055.1 
MP MP Materials Corp.
-1.14%
-$5,380.96 
XLK State Street Technology Select Sector SPDR ETF
-1.14%
-$9,203.12 
DIS The Walt Disney Company
-1.11%
-$4,350.09 
IT Gartner Inc.
-1.09%
-$3,400.8 
AVGO Broadcom Inc.
-1.07%
-$25,536.06 
AVUQ Avantis U.S. Quality Equity ETF
-1.03%
-$8,527.05 
PRLB Proto Labs Inc.
-0.99%
-$10,560.55 
INFY Infosys Limited
-0.95%
-$5,027.33 
AVDS Avantis International Small Cap Equity ETF
-0.95%
-$2,765.81 
TT Trane Technologies plc
-0.9%
-$12,447.05 
FAST Fastenal Co.
-0.89%
-$4,595.71 
IDXX IDEXX Laboratories, Inc.
-0.87%
-$8,066.1 
ACM Aecom
-0.84%
-$4,169.53 
OEF iShares S&P 100 ETF
-0.84%
-$3,184.64 
PCT PureCycle Technologies, Inc.
-0.82%
-$3,187 
AVDE Avantis International Equity ETF
-0.75%
-$22,168.29 
CRUS Cirrus Logic, Inc.
-0.71%
-$2,682.05 
SCHF Schwab International Equity ETF
-0.66%
-$2,561.94 
CTAS Cintas Corporation
-0.62%
-$6,776.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.61%
-$2,538.28 
IQV IQVIA Holdings Inc.
-0.61%
-$2,632.89 
SF Stifel Financial Corp.
-0.61%
-$4,334.4 
VOO Vanguard S&P 500 ETF
-0.6%
-$5,887.49 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$15,281.62 
OBDC Blue Owl Capital Corporation
-0.58%
-$2,948.92 
STE STERIS plc
-0.56%
-$2,681.25 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$1,559.46 
AMZN Amazon.com Inc
-0.55%
-$2,662.02 
SCHX Schwab U.S. Large-Cap ETF
-0.54%
-$1,510.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$1,279.99 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.54%
-$1,587.3 
KEYS Keysight Technologies, Inc.
-0.53%
-$6,812.85 
FDUS Fidus Investment Corporation
-0.48%
-$4,865 
AAPL Apple Inc.
-0.44%
-$46,593.67 
AVLC Avantis U.S. Large Cap Equity ETF
-0.4%
-$34,575.12 
AVUS Avantis U.S. Equity ETF
-0.39%
-$1,258.5 
FNDF Schwab Fundamental International Large Company Index ETF
-0.35%
-$8,900.35 
PBDC Putnam BDC Income ETF
-0.35%
-$6,127.31 
TEL TE Connectivity plc
-0.34%
-$2,975.28 
HGRO Hedgeye Quality Growth ETF
-0.32%
-$3,227.5 
AVIV Avantis International Large Cap Value ETF
-0.32%
-$17,721.5 
BIZD VanEck BDC Income ETF
-0.27%
-$11,280.47 
SSNC SS&C Technologies Holdings Inc.
-0.27%
-$1,696.13 
MMYT MakeMyTrip Limited
-0.26%
-$1,219.96 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.24%
-$5,332.3 
ARCC Ares Capital Corporation
-0.23%
-$2,085.66 
AVSC Avantis U.S. Small Cap Equity ETF
-0.2%
-$8,916.6 
ADBE Adobe Inc.
-0.19%
-$1,053.29 
HTGC Hercules Capital Inc.
-0.18%
-$1,082.46 
EMIF iShares Emerging Markets Infrastructure ETF
-0.17%
-$1,578.09 
AVMU Avantis Core Municipal Fixed Income ETF
-0.17%
-$1,236 
GBDC Golub Capital BDC, Inc.
-0.15%
-$951.1 
ARM Arm Holdings plc American Depositary Receipt
-0.15%
-$3,789.63 
BDC Belden Inc.
-0.12%
-$624 
AVUV Avantis U.S. Small Cap Value ETF
-0.09%
-$2,974.24 
CAT Caterpillar Inc.
-0.09%
-$858.76 
PFF iShares Preferred and Income Securities ETF
-0.08%
-$285.6 
IGOV iShares International Treasury Bond ETF
-0.07%
-$817.58 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$292.76 
HYD VanEck High Yield Muni ETF
-0.04%
-$216.7 
ADP Automatic Data Processing Inc.
-0.04%
-$208.98 Events
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Dividends
Dividend Analysis
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| Trades 876 | Longs Won 521/876 59% | Profit Factor 2.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $268,197.18 |
| Average Win $96,467.09 | Best Trade (Jul 17) $3.36M | Sharpe Ratio -9.97 |
| Average Loss -$48,937.04 | Worst Trade (Jul 10) -$2.26M | Z-Score 4.08 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 3d | Expectancy $37,541.9 |
| 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 | 5,025 | 4,523 | 4,020 | 3,518 | 3,015 | 2,513 | 2,010 | 1,508 | 1,005 | 503 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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