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:
62.37%
Gain +1.09%
Monthly
1.28%
Yearly
16.52%
Drawdown
17%
$655.12M
Equity
Holdings
$655.12M
Investment
$493.74M
$177.64M
Profit +$4.11M
Realized
$16.25M
Unrealized
$161.38M
Dividends
$35.95M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.09%
Profit
$4.11M
Win %
73%
This Week
Compared To Last Week
Gain
-1.09%
Profit
-$7.21M
Win %
73%
This Month
Compared to last month
Gain
-0.76%
Profit
-$4.99M
Win %
73%
This Year
Compared to last year
Gain
0.22%
Profit
$1.78M
Win %
75%
IBM International Business Machines Corporation
+3.96%
+$17,844.01 
GEV GE Vernova Inc.
+3.57%
+$28,380.03 
AMZN Amazon.com Inc
+1.95%
+$23,185.02 
VPL Vanguard FTSE Pacific ETF
+1.94%
+$616,608 
GOOGL Alphabet Inc
+1.76%
+$16,147.57 
AAPL Apple Inc.
+1.74%
+$36,586.66 
IPAC iShares Core MSCI Pacific ETF
+1.62%
+$38,762.88 
PG Procter & Gamble Co
+1.58%
+$16,387.26 
RDY Dr. Reddy's Laboratories Ltd.
+1.54%
+$2,723.94 
GOOG Alphabet Inc
+1.52%
+$17,770.95 
WMT Walmart Inc.
+1.32%
+$2,677.01 
IYW iShares U.S. Technology ETF
+1.24%
+$2,566.8 
IEMG iShares Core MSCI Emerging Markets ETF
+1.2%
+$3,237.92 
ESGE iShares ESG Aware MSCI EM ETF
+1.2%
+$6,472.7 
XLI Industrial Select Sector SPDR Fund
+1.07%
+$6,592.04 
JHMM John Hancock Multifactor Mid Cap ETF
+1.03%
+$2,681.24 
IEFA iShares Core MSCI EAFE ETF
+0.99%
+$11,535.58 
HD The Home Depot, Inc.
+0.99%
+$2,745.18 
VUG Vanguard Growth ETF
+0.91%
+$748,439.23 
IUSV iShares Core S&P U.S. Value ETF
+0.9%
+$5,562.61 
VT Vanguard Total World Stock ETF
+0.88%
+$22,323 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.88%
+$1,818.59 
V Visa Inc. Class A
+0.88%
+$5,295.71 
ESGV Vanguard ESG U.S. Stock ETF
+0.87%
+$10,218.78 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.86%
+$9,774.9 
VOO Vanguard S&P 500 ETF
+0.84%
+$9,139.56 
QBTS D-Wave Quantum Inc.
+0.84%
+$1,484.98 
QUAL iShares MSCI USA Quality Factor ETF
+0.83%
+$1,688.96 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$39,065.09 
ESGU iShares ESG Aware MSCI USA ETF
+0.83%
+$9,739.12 
IVV iShares Core S&P 500 ETF
+0.83%
+$4,631.52 
VBK Vanguard Small-Cap Growth ETF
+0.82%
+$151,770.77 
IUSG iShares Core S&P U.S. Growth ETF
+0.81%
+$16,143.92 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.79%
+$11,849.09 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.79%
+$153,463 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.79%
+$4,900.68 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.79%
+$4,260.9 
IJH iShares Core S&P Mid-Cap ETF
+0.79%
+$3,093.14 
VOE Vanguard Mid-Cap Value ETF
+0.79%
+$245,627.2 
VOT Vanguard Mid-Cap Growth ETF
+0.78%
+$239,588.96 
IWF iShares Russell 1000 Growth ETF
+0.78%
+$9,475.2 
VIG Vanguard Dividend Appreciation ETF
+0.73%
+$3,349.5 
VTV Vanguard Value ETF
+0.73%
+$651,101.75 
VNQ Vanguard Real Estate ETF
+0.72%
+$196,861.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.7%
+$77,995.26 
VYM Vanguard High Dividend Yield ETF
+0.7%
+$1,633.62 
PM Philip Morris International Inc.
+0.7%
+$2,097.48 
DIS The Walt Disney Company
+0.68%
+$3,891.74 
VGK Vanguard FTSE Europe ETF
+0.67%
+$385,006.8 
BRK-B Berkshire Hathaway Inc.
+0.66%
+$2,079.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.65%
+$273,183.3 
FIW First Trust Water ETF
+0.64%
+$2,980.83 
MSFT Microsoft Corp.
+0.64%
+$11,285.16 
IEUR iShares Core MSCI Europe ETF
+0.61%
+$5,639.6 
VFLO VictoryShares Free Cash Flow ETF
+0.56%
+$2,219.1 
META Meta Platforms Inc Class A
+0.56%
+$3,406.91 
NKE Nike, Inc. - Class B
+0.54%
+$1,672 
ALAI Alger AI Enablers & Adopters ETF
+0.53%
+$2,877.6 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$1,625.78 
VDC VANGUARD CONSUMER STAPLES ETF
+0.49%
+$2,059.68 
CGDV Capital Group Dividend Value ETF
+0.46%
+$1,696.72 
XOM Exxon Mobil Corporation
+0.46%
+$15,732.69 
USRT iShares Core U.S. REIT ETF
+0.45%
+$3,169.12 
MUB iShares National Muni Bond ETF
+0.45%
+$28,110.14 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.4%
+$3,176.79 
AZN AstraZeneca PLC American Depositary Shares
+0.36%
+$2,474.94 
VTEB Vanguard Tax-Exempt Bond ETF
+0.35%
+$4,890.39 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.27%
+$1,880.62 
FEGE First Eagle Global Equity ETF
+0.25%
+$1,223.04 
HLNE Hamilton Lane Inc.
+0.2%
+$771.02 
VRTX Vertex Pharmaceuticals Incorporated
+0.17%
+$1,880.56 
SUB iShares Short-Term National Muni Bond ETF
+0.08%
+$4,477.84 
GSK GSK plc Sponsored ADR
0%
$0 
ORCL Oracle Corporation
-1.76%
-$4,080.23 
INCY Incyte Corporation
-1.47%
-$3,969.33 
CL Colgate-Palmolive Company
-1.31%
-$8,651.45 
TROW T. Rowe Price Group, Inc.
-1.17%
-$3,056.76 
LHX L3Harris Technologies, Inc.
-1.14%
-$2,202.42 
HGER Harbor Commodity All-Weather Fund
-1.04%
-$2,911.18 
LLY Eli Lilly and Company
-0.71%
-$2,325.8 
MRK Merck & Co., Inc.
-0.53%
-$3,889.31 
L Loews Corporation
-0.29%
-$2,672.14 
MU Micron Technology, Inc.
-0.22%
-$1,170.7 
NVS Novartis AG Sponsored ADR
-0.21%
-$1,334.87 
BMY Bristol-Myers Squibb Company
-0.2%
-$537.81 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.16%
-$1,180 
GE General Electric Company
-0.16%
-$1,611.57 
JBND JPMorgan Active Bond ETF
-0.14%
-$569.1 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$615.69 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$19,910.7 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$43,060.22 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$2,487.36 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$44,922.16 
NVDA NVIDIA Corporation
-0.07%
-$651.92 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$639.2 
CI The Cigna Group
-0.05%
-$114.14 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 877 | Longs Won 673/877 76% | Profit Factor 46.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $269,722.8 | Best Trade (Aug 14) $33.2M | Sharpe Ratio -9.97 |
| Average Loss -$19,058.07 | Worst Trade (Sep 10) -$590,129.36 | Z-Score 15.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 2d | Expectancy $202,549.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,447 | $951,217.96 | $2.14M | - | $1.19M | 125.18% | +1.738% |
| ALAI Alger AI Enablers & Adopters ETF | 11,990 | $547,224 | $542,427.6 | - | -$4,796.4 | -0.88% | +0.533% |
| AMZN Amazon.com Inc | 4,722 | $495,787.03 | $1.21M | - | $716,822.57 | 144.58% | +1.949% |
| AZN AstraZeneca PLC American Depositary Shares | 4,342 | $823,408 | $695,631.82 | - | -$127,776.18 | -15.52% | +0.357% |
| BMY Bristol-Myers Squibb Company | 4,137 | $238,388 | $263,195.94 | - | $24,807.94 | 10.41% | -0.204% |
| BRK-B Berkshire Hathaway Inc. | 619 | $309,741 | $315,912.84 | - | $6,171.84 | 1.99% | +0.663% |
| BSV Vanguard Short-Term Bond ETF | 615,146 | $47.31M | $47.21M | - | -$93,203.66 | -0.2% | -0.091% |
| CGDV Capital Group Dividend Value ETF | 7,541 | $371,643 | $372,412.28 | - | $769.28 | 0.21% | +0.458% |
| CGMM Capital Group U.S. Small and Mid Cap ETF | 6,495 | $214,140 | $207,904.94 | - | -$6,235.06 | -2.91% | +0.882% |
| CI The Cigna Group | 878 | $301,347.71 | $246,524.84 | - | -$54,822.87 | -18.19% | -0.046% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 7,375 | $662,644 | $696,310.62 | - | $33,666.62 | 5.08% | +0.271% |
| CL Colgate-Palmolive Company | 7,523 | $592,737.36 | $652,620.25 | - | $59,882.89 | 10.1% | -1.308% |
| DIS The Walt Disney Company | 5,443 | $493,093.08 | $579,870 | - | $86,776.92 | 17.6% | +0.676% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 13,682 | $632,495.14 | $628,756.31 | - | -$3,738.83 | -0.59% | -0.098% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 10,861 | $767,859.85 | $1.15M | - | $379,713.41 | 49.45% | +0.859% |
| ESGE iShares ESG Aware MSCI EM ETF | 9,958 | $307,814.52 | $546,295.88 | - | $238,481.36 | 77.48% | +1.199% |
| ESGU iShares ESG Aware MSCI USA ETF | 7,083 | $691,559.57 | $1.18M | - | $492,753.44 | 71.25% | +0.829% |
| ESGV Vanguard ESG U.S. Stock ETF | 8,734 | $681,420.93 | $1.18M | - | $500,813.31 | 73.5% | +0.872% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 10,145 | $355,949.77 | $546,105.35 | - | $190,155.58 | 53.42% | +0.786% |
| FEGE First Eagle Global Equity ETF | 9,408 | $460,239 | $490,156.8 | - | $29,917.8 | 6.5% | +0.25% |
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 Brook Hart?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Treasury Fund - $5.28M, Vanguard Growth ETF - $5.24M, Vanguard FTSE Europe ETF - $4.99M, Vanguard Value ETF - $4.2M, and Vanguard FTSE Pacific ETF - $3.9M. 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, Broadcom Inc - $77,477.72, ChargePoint Holdings, Inc - $54,987, NextEra Energy, Inc - $31,652.28, and SPDR Gold Shares - $29,407.5. 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 $35.95M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $5.28M, Vanguard Value ETF - $4.15M, Vanguard FTSE Europe ETF - $3.97M, Vanguard Short-Term Bond ETF - $3.24M, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $2.74M. 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.
