Brook Hart Portfolio
Invests via Presilium Private Wealth LLC | Managed by Brook Hart, Jerry Davidse
Invests via Presilium Private Wealth LLC
Managed by Brook Hart, Jerry Davidse
Automatically Tracked
Brook Hart Profile
With a diverse background in corporate leadership and entrepreneurial ventures, Brook Hart has established himself as a notable figure in the business landscape. His expertise spans various sectors, including technology and financial services, where he has successfully driven growth initiatives and innovative projects. He is recognized for his ability to identify market opportunities and execute strategies that enhance organizational value. In addition to his operational roles, Hart's involvement in startups demonstrates his commitment to fostering new ideas within the industry. His leadership positions have made significant impacts on both emerging businesses and established companies seeking transformation.
With a diverse background in corporate leadership and entrepreneurial ventures, Brook Hart has established himself as a notable figure in the business landscape. His expertise spans various sectors, including technology and financial services, where he has successfully driven growth initiatives and innovative projects. He is recognized for his ability to identify market opportunities and execute strategies that enhance organizational value. In addition to his operational roles, Hart's involvement in startups demonstrates his commitment to fostering new ideas within the industry. His leadership positions have made significant impacts on both emerging businesses and established companies seeking transformation.
Investment Philosophy & Strategy
In a landscape driven by innovation, Brook Hart applies his extensive corporate acumen and entrepreneurial spirit to pinpoint promising investment opportunities. His approach is characterized by a keen understanding of market dynamics and emerging technologies, which allows him to leverage the potential for high growth while also mitigating risks through thoughtful decision-making. With an emphasis on operational excellence, he integrates hands-on experience in both startups and larger organizations to navigate challenges effectively. By fostering an environment where disruptive ideas can flourish, strategic actions focus on scalable solutions that deliver sustainable value over time.
In a landscape driven by innovation, Brook Hart applies his extensive corporate acumen and entrepreneurial spirit to pinpoint promising investment opportunities. His approach is characterized by a keen understanding of market dynamics and emerging technologies, which allows him to leverage the potential for high growth while also mitigating risks through thoughtful decision-making. With an emphasis on operational excellence, he integrates hands-on experience in both startups and larger organizations to navigate challenges effectively. By fostering an environment where disruptive ideas can flourish, strategic actions focus on scalable solutions that deliver sustainable value over time.
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:
54.33%
Gain -0.44%
Monthly
1.26%
Yearly
16.24%
Drawdown
16.9%
$613.43M
Equity
Holdings
$613.43M
Investment
$459.55M
$166.82M
Profit -$1.66M
Realized
$12.94M
Unrealized
$153.88M
Dividends
$34.98M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$1.66M
Win %
78%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$3.35M
Win %
78%
This Month
Compared to last month
Gain
-1.09%
Profit
-$6.75M
Win %
78%
This Year
Compared to last year
Gain
8.14%
Profit
$46.2M
Win %
79%
NVDA NVIDIA Corporation
+2.3%
+$19,862.32 
XOM Exxon Mobil Corporation
+1.81%
+$57,046.59 
CL Colgate-Palmolive Company
+1.25%
+$8,500.99 
IEUR iShares Core MSCI Europe ETF
+0.32%
+$3,079.44 
L Loews Corporation
+0.1%
+$933.13 
QBTS D-Wave Quantum Inc.
+0.06%
+$106.57 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$132.12 
PG Procter & Gamble Co
+0.01%
+$144.41 
MRK Merck & Co., Inc.
+0.01%
+$33.74 
BSV Vanguard Short-Term Bond ETF
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
+$0.05 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
GE General Electric Company
0%
-$0.03 
GEV GE Vernova Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GOOG Alphabet Inc
0%
$0 
HLNE Hamilton Lane Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
-$0.11 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IPAC iShares Core MSCI Pacific ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
-$0.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
ORCL Oracle Corporation
0%
$0 
PM Philip Morris International Inc.
0%
$0 
RDY Dr. Reddy's Laboratories Ltd.
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
+$1.01 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
+$1.04 
VPL Vanguard FTSE Pacific ETF
0%
-$0.57 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
+$0.71 
VT Vanguard Total World Stock ETF
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
WMT Walmart Inc.
0%
$0 
META Meta Platforms Inc Class A
-2.58%
-$15,857.92 
VRTX Vertex Pharmaceuticals Incorporated
-1.96%
-$20,151.91 
CI The Cigna Group
-1.94%
-$4,946.27 
GOOGL Alphabet Inc
-1.46%
-$14,663.85 
TROW T. Rowe Price Group, Inc.
-1.36%
-$3,859.2 
AMZN Amazon.com Inc
-1.09%
-$13,235.4 
LLY Eli Lilly and Company
-1.05%
-$3,496.81 
V Visa Inc. Class A
-0.68%
-$3,775.22 
AAPL Apple Inc.
-0.56%
-$11,273.9 
VUG Vanguard Growth ETF
-0.52%
-$434,297.7 
NVS Novartis AG Sponsored ADR
-0.51%
-$3,637.95 
DIS The Walt Disney Company
-0.28%
-$1,473.93 
SPY SPDR S&P 500 ETF Trust
-0.12%
-$613.37 
SHY iShares 1-3 Year Treasury Bond ETF
-0.07%
-$767.46 
HD The Home Depot, Inc.
-0.04%
-$135.46 Events
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Dividends
Dividend Analysis
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| Trades 788 | Longs Won 619/788 78% | Profit Factor 71.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $273,343.74 | Best Trade (Jul 23) $31.9M | Sharpe Ratio -10.02 |
| Average Loss -$14,075.97 | Worst Trade (Jul 24) -$557,911.15 | Z-Score 18.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 3d | Expectancy $211,701.7 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Brook Hart?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE Europe ETF - $4.99M, Vanguard Short-Term Treasury Fund - $4.87M, Vanguard Value ETF - $4.25M, Vanguard Growth ETF - $4.03M, and Vanguard FTSE Pacific ETF - $3.42M. 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: RTX Corporation - $119,227.55, ChargePoint Holdings, Inc - $54,987, NextEra Energy, Inc - $42,572.96, Johnson & Johnson - $25,993.45, and iShares S&P Small-Cap 600 Value ETF - $24,648.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brook Hart's portfolio generate?
The portfolio generates substantial dividend income, with a total of $34.98M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $4.87M, Vanguard Value ETF - $4.19M, Vanguard FTSE Europe ETF - $3.97M, Vanguard Short-Term Bond ETF - $2.89M, and Vanguard FTSE Emerging Markets ETF - $2.72M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brook Hart's monthly returns?
Brook Hart's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brook Hart's strategy be considered aggressive or moderate?
Brook Hart'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 Brook Hart's strategy?
Brook Hart'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.
