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:
71.51%
Gain +0.06%
Monthly
1.18%
Yearly
15.1%
Drawdown
17%
$678.92M
Equity
Holdings
$678.92M
Investment
$528.98M
$167.37M
Profit +$263,459.8
Realized
$16.54M
Unrealized
$150.84M
Dividends
$37.6M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.06%
Profit
$263,459.8
Win %
72%
This Week
Compared To Last Week
Gain
0.04%
Profit
$263,459.8
Win %
72%
This Month
Compared to last month
Gain
-0.01%
Profit
-$65,079.3
Win %
72%
This Year
Compared to last year
Gain
-0.36%
Profit
-$1.99M
Win %
74%
TSLA Tesla, Inc.
+5.21%
+$14,181.4 
NVDA NVIDIA Corporation
+2.39%
+$24,766.51 
AVGO Broadcom Inc.
+2.33%
+$16,710.23 
NKE Nike, Inc. Class B Common Stock
+1.64%
+$5,291.75 
MSFT Microsoft Corporation Common Stock
+1.54%
+$33,751.35 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+1.4%
+$3,404.66 
PM Philip Morris International Inc.
+1.2%
+$4,154.4 
JPM JPMorgan Chase & Co.
+0.74%
+$4,787.2 
XOM ExxonMobil Holdings Corporation
+0.73%
+$27,978.79 
SPY State Street SPDR S&P 500 ETF Trust
+0.71%
+$34,041.6 
VOO Vanguard S&P 500 ETF
+0.69%
+$7,824.55 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.41%
+$132,492.9 
ABBV AbbVie Inc.
+0.39%
+$3,567.24 
GLD SPDR Gold Shares
+0.33%
+$1,424.18 
BMY Bristol-Myers Squibb Company
+0.21%
+$1,126.32 
IPAC iShares Core MSCI Pacific ETF
+0.17%
+$3,946.32 
VXUS Vanguard Total International Stock ETF
+0.12%
+$243.3 
LLY Eli Lilly and Company
+0.06%
+$272.08 
HLN Haleon Plc ADR
+0.05%
+$62.57 
VDC Vanguard Consumer Staples ETF
+0.04%
+$169.27 
INCY Incyte Corp.
+0.04%
+$87.72 
L Loews Corp.
+0.03%
+$254.6 
V Visa Inc. Class A
+0.03%
+$196.36 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$302.4 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.02%
+$307.65 
AMZN Amazon.com Inc
+0.02%
+$244.16 
IVW iShares S&P 500 Growth ETF
+0.01%
+$88.16 
VOT Vanguard Mid-Cap Growth ETF
+0.01%
+$4,272.01 
JNJ Johnson & Johnson
+0.01%
+$64.96 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
+0.01%
+$150.71 
VSS Vanguard FTSE All-World ex-US Small-Cap Index Fund
+0.01%
+$1,556.24 
GOOGL Alphabet Inc
+0.01%
+$122.15 
VYM Vanguard High Dividend Yield ETF
+0.01%
+$28.52 
VUG Vanguard Morningstar Growth ETF
+0.01%
+$9,605.27 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.01%
+$63.2 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$543.03 
VTV Vanguard Morningstar Value ETF
+0.01%
+$7,991.42 
MRK Merck & Co., Inc.
+0.01%
+$121.52 
MU Micron Technology Inc.
+0.01%
+$33.92 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$3,243.06 
GD General Dynamics Corp.
+0.01%
+$16.94 
AAPL Apple Inc.
0%
$0 
AMGN Amgen Inc. Common Stock
0%
$0 
GE General Electric Company
0%
$0 
GSK GSK plc ADR
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
TROW T. Rowe Price Group Inc.
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
CIBR First Trust Nasdaq Cybersecurity ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
+$0.02 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
FIW First Trust Water ETF
0%
$0 
IEFA iShares Core MSCI EAFE 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 
IUSG iShares Core S&P U.S. Growth ETF
0%
+$0.03 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
QQEW First Trust Nasdaq-100 Select Equal Weight ETF
0%
-$0.05 
QUAL iShares MSCI USA Quality Factor ETF
0%
+$0.01 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VGSH Vanguard Short-Term Treasury ETF
0%
$0 
VTI Vanguard Total Stock Market ETF
0%
+$0.02 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
XLI State Street Industrial Select Sector SPDR ETF
0%
$0 
ALAI Alger AI Enablers & Adopters ETF
0%
$0 
SHYM iShares Short Duration High Yield Muni Active ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
META Meta Platforms Inc Class A
-1.88%
-$13,772.52 
MA Mastercard Inc. Class A Common Stock
-1.62%
-$3,959.19 
GOOG Alphabet Inc
-0.97%
-$12,134.43 
PG The Procter & Gamble Company
-0.68%
-$8,092.73 
CI The Cigna Group
-0.38%
-$1,031.94 
RDY Dr. Reddy's Laboratories Ltd. ADR
-0.15%
-$302.5 
HD The Home Depot, Inc.
-0.14%
-$414.44 
FEGE First Eagle Global Equity ETF
-0.12%
-$326.64 
GEV GE Vernova Inc.
-0.05%
-$405.91 
PFE Pfizer Inc.
-0.05%
-$106.01 
IBM International Business Machines Corporation
-0.05%
-$221.52 
SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF
-0.04%
-$302.77 
ORCL Oracle Corporation
-0.03%
-$93.8 
USRT iShares Core U.S. REIT ETF
-0.03%
-$215.77 
VBR Vanguard Small-Cap Value ETF
-0.03%
-$4,864.86 
HLNE Hamilton Lane Inc. Class A
-0.02%
-$81.28 
VBK Vanguard Small-Cap Growth ETF
-0.02%
-$4,508.8 
VEA Vanguard FTSE Developed Markets ETF
-0.02%
-$45.33 
CGDV Capital Group Dividend Value ETF
-0.02%
-$48.55 
CL Colgate-Palmolive Co.
-0.02%
-$140.04 
VFLO VictoryShares Free Cash Flow ETF
-0.02%
-$48.62 
DIS The Walt Disney Company
-0.02%
-$116.94 
VPL Vanguard FTSE Pacific ETF
-0.02%
-$5,853.8 
WMT Walmart Inc.
-0.02%
-$42.12 
BND Vanguard Total Bond Market ETF
-0.01%
-$105.12 
IEMG iShares Core MSCI Emerging Markets ETF
-0.01%
-$34.44 
LHX L3Harris Technologies, Inc.
-0.01%
-$31.17 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$31.64 
MUB iShares National Muni Bond ETF
-0.01%
-$682.14 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$300.09 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.01%
-$24.97 
VWO Vanguard FTSE Emerging Markets ETF
-0.01%
-$3,752.3 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$37.48 
IEUR iShares Core MSCI Europe ETF
-0.01%
-$62.31 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$35.99 
VT Vanguard Total World Stock ETF
-0.01%
-$145.17 
ABT Abbott Laboratories
-0.01%
-$16.95 
IVV iShares Core S&P 500 ETF
0%
-$20.84 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 979 | Longs Won 741/979 75% | Profit Factor 39.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.26M |
| Average Win $231,759.36 | Best Trade (Oct 27) $31.38M | Sharpe Ratio -8.99 |
| Average Loss -$18,317.17 | Worst Trade (Oct 27) -$580,515.27 | Z-Score 14.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy $170,964.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,210 | $1.21M | $2.51M | - | $1.3M | 108% | 0.0 |
| ABBV AbbVie Inc. | 3,243 | $848,252 | $929,897.79 | - | $81,645.79 | 9.63% | +0.385% |
| ABT Abbott Laboratories | 3,391 | $335,133 | $351,629.74 | - | $16,496.74 | 4.92% | -0.005% |
| ALAI Alger AI Enablers & Adopters ETF | 6,875 | $313,775.23 | $289,781.25 | - | -$23,993.98 | -7.65% | 0.0 |
| AMGN Amgen Inc. Common Stock | 482 | $203,341 | $211,723.32 | - | $8,382.32 | 4.12% | 0.0 |
| AMZN Amazon.com Inc | 5,426 | $671,203.57 | $1.35M | - | $674,688.59 | 100.52% | +0.018% |
| AVGO Broadcom Inc. | 2,231 | $783,501 | $734,378.29 | - | -$49,122.71 | -6.27% | +2.328% |
| BMY Bristol-Myers Squibb Company | 8,664 | $520,880.85 | $533,789.04 | - | $12,908.19 | 2.48% | +0.211% |
| BND Vanguard Total Bond Market ETF | 10,512 | $737,417 | $748,349.28 | - | $10,932.28 | 1.48% | -0.014% |
| BNDX Vanguard Total International Bond ETF | 8,455 | $396,286 | $399,329.65 | - | $3,043.65 | 0.77% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,194 | $596,062.11 | $647,374.86 | - | $51,312.75 | 8.61% | 0.0 |
| BSV Vanguard Short-Term Bond ETF | 648,612 | $49.86M | $49.81M | - | -$52,302.88 | -0.1% | +0.007% |
| CGDV Capital Group Dividend Value ETF | 4,855 | $239,268.9 | $235,176.2 | - | -$4,092.7 | -1.71% | -0.021% |
| CI The Cigna Group | 882 | $302,435.03 | $269,697.96 | - | -$32,737.07 | -10.82% | -0.381% |
| CIBR First Trust Nasdaq Cybersecurity ETF | 7,373 | $662,464.3 | $782,422.76 | - | $119,958.46 | 18.11% | 0.0 |
| CL Colgate-Palmolive Co. | 7,570 | $596,747.39 | $711,742.75 | - | $114,995.36 | 19.27% | -0.02% |
| DIS The Walt Disney Company | 5,847 | $535,472.53 | $657,787.5 | - | $122,314.97 | 22.84% | -0.018% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 12,639 | $585,247.28 | $580,572.46 | - | -$4,674.82 | -0.8% | +0.011% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 10,563 | $748,269.33 | $1.08M | - | $328,839.78 | 43.95% | 0.0 |
| ESGE iShares ESG Aware MSCI EM ETF | 10,023 | $311,334.92 | $505,058.97 | - | $193,724.05 | 62.22% | 0.0 |
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 ETF - $5.5M, Vanguard Morningstar Growth ETF - $5.32M, Vanguard FTSE Europe ETF - $5.13M, Vanguard Morningstar Value ETF - $4.7M, 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, AstraZeneca PLC American Depositary Shares - $117,702.74, Broadcom Inc - $77,477.72, ChargePoint Holdings, Inc. Common Stock - $54,987, and NextEra Energy Inc - $31,652.28. 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 $37.6M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury ETF - $5.5M, Vanguard Morningstar Value ETF - $4.55M, Vanguard FTSE Europe ETF - $4.12M, Vanguard Short-Term Bond ETF - $3.24M, and Vanguard FTSE Emerging Markets ETF - $2.79M. 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.
2026 © Marketlog. All Rights Reserved.
