BH
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:
23.44%
Gain +0.38%
Monthly
0.68%
Yearly
8.42%
Drawdown
11.36%
$617.47M
Equity
Holdings
$617.47M
Investment
$459.55M
$170.85M
Profit +$2.7M
Realized
$12.94M
Unrealized
$157.92M
Dividends
$32.47M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.38%
Profit
$2.7M
Win %
81%
This Week
Compared To Last Week
Gain
0.34%
Profit
$2.11M
Win %
81%
This Month
Compared to last month
Gain
-0.31%
Profit
-$1.89M
Win %
81%
This Year
Compared to last year
Gain
5.4%
Profit
$32.85M
Win %
82%
GEV GE Vernova Inc.
+3.65%
+$24,788.73 
PM Philip Morris International Inc.
+2.04%
+$5,829.12 
HLNE Hamilton Lane Inc.
+1.73%
+$5,518.88 
TROW T. Rowe Price Group, Inc.
+1.26%
+$3,304.44 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$6,168.93 
CI The Cigna Group
+1.12%
+$2,902.87 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$315,812.03 
V Visa Inc. Class A
+1.05%
+$5,253.84 
IJR iShares Core S&P Small-Cap ETF
+1%
+$3,293 
USRT iShares Core U.S. REIT ETF
+0.95%
+$6,980.4 
VNQ Vanguard Real Estate ETF
+0.95%
+$257,331.3 
VTV Vanguard Value ETF
+0.94%
+$775,539.81 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$170,645.83 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$13,699.73 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$4,835.07 
PG Procter & Gamble Co
+0.85%
+$9,066.12 
GE General Electric Company
+0.81%
+$7,306.17 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$1,887 
IUSV iShares Core S&P U.S. Value ETF
+0.8%
+$4,653.24 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$326,211.8 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$230,728.42 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$3,141.86 
HD The Home Depot, Inc.
+0.73%
+$2,158.16 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,290.18 
IVV iShares Core S&P 500 ETF
+0.58%
+$3,156.21 
VOO Vanguard S&P 500 ETF
+0.58%
+$5,498.1 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,982.14 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$6,492.67 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$2,642.71 
IPAC iShares Core MSCI Pacific ETF
+0.56%
+$13,038.05 
GOOGL Alphabet Inc
+0.53%
+$5,535.18 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$5,456.88 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$52,068.14 
VT Vanguard Total World Stock ETF
+0.46%
+$11,703.6 
GOOG Alphabet Inc
+0.45%
+$5,727.96 
WMT Walmart Inc.
+0.41%
+$962.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,533.4 
IUSG iShares Core S&P U.S. Growth ETF
+0.37%
+$7,318.27 
VBK Vanguard Small-Cap Growth ETF
+0.36%
+$68,733.13 
VPL Vanguard FTSE Pacific ETF
+0.31%
+$99,204 
XOM Exxon Mobil Corporation
+0.29%
+$8,848.29 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$2,982.56 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$2,527.58 
VUG Vanguard Growth ETF
+0.22%
+$183,370.14 
VGK Vanguard FTSE Europe ETF
+0.17%
+$98,981.45 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$1,411.41 
NVDA NVIDIA Corporation
+0.14%
+$1,149.26 
MSFT Microsoft Corp.
+0.1%
+$1,418.4 
CL Colgate-Palmolive Company
+0.07%
+$489 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$756 
GLD SPDR Gold Shares
+0.06%
+$109.25 
ORCL Oracle Corporation
+0.05%
+$135.61 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$2,114.96 
BSV Vanguard Short-Term Bond ETF
0%
$0 
L
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$7,881.9 
NKE Nike, Inc. - Class B
-2.33%
-$9,076.81 
QBTS D-Wave Quantum Inc.
-1.85%
-$4,689.08 
AAPL Apple Inc.
-1.52%
-$27,423 
MRK Merck & Co., Inc.
-1.41%
-$5,752.67 
AMZN Amazon.com Inc
-1.21%
-$14,362.81 
IBM International Business Machines Corporation
-0.97%
-$4,891.46 
NVS Novartis AG Sponsored ADR
-0.57%
-$4,052.4 
RDY Dr. Reddy's Laboratories Ltd.
-0.41%
-$837.43 
DIS The Walt Disney Company
-0.3%
-$1,664.99 
META Meta Platforms Inc Class A
-0.26%
-$1,381.85 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,239.35 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$369.45 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$245.75 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$255.82 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.02%
-$132.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$3,638.81 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$10,094.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$377.22 
MUB iShares National Muni Bond ETF
-0.01%
-$583.97 Events
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Dividends
Dividend Analysis
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| Trades 788 | Longs Won 632/788 80% | Profit Factor 85.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.41M |
| Average Win $273,542 | Best Trade (Jun 12) $31.93M | Sharpe Ratio -7.88 |
| Average Loss -$12,973.53 | Worst Trade (Jun 11) -$532,481.52 | Z-Score 22.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $216,820.65 |
| 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 | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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Returns
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