Erica Nortman Portfolio
Invests via Capitol Family Office Inc. | Managed by Erica Nortman, Mark David Nortman
Invests via Capitol Family Office Inc.
Managed by Erica Nortman, Mark David Nortman
Automatically Tracked
Erica Nortman Profile
Erica Nortman stands out in the realm of investment through her extensive experience as a corporate leader and innovative strategist. With a strong focus on growth-stage companies, she has successfully guided numerous organizations in navigating complex market landscapes to unlock their full potential. Nortman's background encompasses a rich tapestry of entrepreneurial ventures and operational excellence, allowing her to apply practical insights effectively across various sectors. Her role often involves spearheading strategic initiatives that drive sustainable value creation while leveraging industry expertise to enhance competitiveness in rapidly evolving markets.
Erica Nortman stands out in the realm of investment through her extensive experience as a corporate leader and innovative strategist. With a strong focus on growth-stage companies, she has successfully guided numerous organizations in navigating complex market landscapes to unlock their full potential. Nortman's background encompasses a rich tapestry of entrepreneurial ventures and operational excellence, allowing her to apply practical insights effectively across various sectors. Her role often involves spearheading strategic initiatives that drive sustainable value creation while leveraging industry expertise to enhance competitiveness in rapidly evolving markets.
Investment Philosophy & Strategy
Opportunity emerges from Erica Nortman's dedication to harnessing innovation within growth-stage environments. By leveraging her extensive leadership background, she adopts a distinctive approach to identify untapped potential in dynamic markets. This involves actively seeking high-impact investments that align with transformative trends and customer demand shifts. The ability to pivot strategically allows for tailored initiatives that cultivate operational efficiency and scalable growth paths. Combining a keen eye for competitive landscapes with hands-on experience, she emphasizes value generation through entrepreneurial strategies, ensuring organizations thrive amidst challenges while positioning them at the forefront of their industries.
Opportunity emerges from Erica Nortman's dedication to harnessing innovation within growth-stage environments. By leveraging her extensive leadership background, she adopts a distinctive approach to identify untapped potential in dynamic markets. This involves actively seeking high-impact investments that align with transformative trends and customer demand shifts. The ability to pivot strategically allows for tailored initiatives that cultivate operational efficiency and scalable growth paths. Combining a keen eye for competitive landscapes with hands-on experience, she emphasizes value generation through entrepreneurial strategies, ensuring organizations thrive amidst challenges while positioning them at the forefront of their industries.
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:
66.31%
Gain -0.31%
Monthly
0.63%
Yearly
7.8%
Drawdown
22.22%
$97M
Equity
Holdings
$97M
Investment
$68.8M
$11.01M
Profit -$254,010.82
Realized
-$17.19M
Unrealized
$28.2M
Dividends
$5.51M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$254,010.82
Win %
75%
This Week
Compared To Last Week
Gain
1.43%
Profit
$1.37M
Win %
75%
This Month
Compared to last month
Gain
0.9%
Profit
$863,770.09
Win %
75%
This Year
Compared to last year
Gain
2.45%
Profit
$2.32M
Win %
75%
INTC Intel Corporation
+9.85%
+$40,116.94 
META Meta Platforms Inc Class A
+7.02%
+$44,403 
TSLA Tesla, Inc.
+3.18%
+$3,066.05 
XLC Communication Services Select Sector SPDR Fund
+2.36%
+$36,934.14 
GOOG Alphabet Inc
+1.97%
+$16,307.42 
XLK State Street Technology Select Sector SPDR ETF
+1.48%
+$101,423.78 
AMGN Amgen Inc.
+1.43%
+$6,414.81 
AMZN Amazon.com Inc
+1.12%
+$12,637.96 
ESGV Vanguard ESG U.S. Stock ETF
+1.02%
+$1,324.06 
DIS The Walt Disney Company
+0.96%
+$790.02 
ESGU iShares ESG Aware MSCI USA ETF
+0.86%
+$60.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.83%
+$405,757.21 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.82%
+$57.29 
SUSL iShares ESG MSCI USA Leaders ETF
+0.81%
+$168.95 
T AT&T Inc.
+0.69%
+$334.77 
LLY Eli Lilly and Company
+0.65%
+$15,532.3 
CAT Caterpillar Inc.
+0.65%
+$4,320.23 
USB U.S. Bancorp
+0.58%
+$309.4 
DELL Dell Technologies Inc.
+0.57%
+$7,434.98 
JPM JPMorgan Chase & Co.
+0.55%
+$4,879.85 
IWM iShares Russell 2000 ETF
+0.53%
+$32,384.76 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.53%
+$7,934.92 
NULV Nuveen ESG Large-Cap Value ETF
+0.45%
+$32.16 
NVDA NVIDIA Corporation
+0.45%
+$70 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.41%
+$126.85 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.26%
+$3,159.27 
IJR iShares Core S&P Small-Cap ETF
+0.22%
+$11,109.21 
EFIV SPDR S&P 500 ESG ETF
+0.2%
+$14.1 
AAPL Apple Inc.
+0.19%
+$7,926.4 
MSFT Microsoft Corp.
+0.1%
+$2,748.9 
AFL Aflac Inc.
+0.06%
+$57.96 
VTV Vanguard Value ETF
+0.06%
+$89.37 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$12.13 
XOM Exxon Mobil Corporation
-2.53%
-$1,523.52 
UA Under Armour Inc.
-1.98%
-$186.2 
HD The Home Depot, Inc.
-1.14%
-$626.78 
XLP Consumer Staples Select Sector SPDR Fund
-1.06%
-$236.72 
XLU Utilities Select Sector SPDR Fund
-0.95%
-$112.71 
IYK iShares U.S. Consumer Staples ETF
-0.72%
-$154.44 
XLI Industrial Select Sector SPDR Fund
-0.42%
-$8,454.87 
BRK-B Berkshire Hathaway Inc.
-0.42%
-$8,466 
RSP Invesco S&P 500 Equal Weight ETF
-0.15%
-$694.06 
NKE Nike, Inc. - Class B
-0.14%
-$1,648.3 
XLF Financial Select Sector SPDR Fund
-0.03%
-$443.79 
DKS Dick's Sporting Goods, Inc.
-0.01%
-$10.79 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$5.32 Events
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Dividends
Dividend Analysis
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| Trades 330 | Longs Won 185/330 56% | Profit Factor 1.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $748,951.81 |
| Average Win $218,355.52 | Best Trade (Aug 13) $8.58M | Sharpe Ratio -9.79 |
| Average Loss -$202,659.75 | Worst Trade (Jun 30) -$3.17M | Z-Score 1.78 (92.53%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $33,363.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.28% | 1.66% | 7.69% | 29.78% |
| Consecutive Losing Trades | 479 | 431 | 383 | 335 | 287 | 239 | 191 | 144 | 96 | 48 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,385 | $2.17M | $4.17M | - | $2M | 92.21% | +0.19% |
| AFL Aflac Inc. | 828 | $92,065.32 | $96,379.2 | - | $4,313.88 | 4.69% | +0.06% |
| AMGN Amgen Inc. | 1,160 | $260,965.2 | $453,768.8 | - | $192,803.6 | 73.88% | +1.434% |
| AMZN Amazon.com Inc | 4,450 | $981,474.83 | $1.14M | - | $160,172.67 | 16.32% | +1.119% |
| BRK-B Berkshire Hathaway Inc. | 3,984 | $1.34M | $2.02M | - | $687,166.41 | 51.46% | -0.417% |
| CAT Caterpillar Inc. | 819 | $403,972.55 | $666,883.03 | - | $262,910.48 | 65.08% | +0.652% |
| DELL Dell Technologies Inc. | 2,309 | $267,480.28 | $1.32M | - | $1.05M | 393.15% | +0.567% |
| DIS The Walt Disney Company | 798 | $85,333.12 | $82,720.68 | - | -$2,612.44 | -3.06% | +0.964% |
| DKS Dick's Sporting Goods, Inc. | 719 | $142,340.43 | $87,096.06 | - | -$55,244.37 | -38.81% | -0.012% |
| EFIV SPDR S&P 500 ESG ETF | 94 | $5,503.7 | $6,949.42 | - | $1,445.72 | 26.27% | +0.203% |
| ESGU iShares ESG Aware MSCI USA ETF | 42 | $5,710.97 | $7,054.89 | - | $1,343.92 | 23.53% | +0.861% |
| ESGV Vanguard ESG U.S. Stock ETF | 956 | $105,064.44 | $130,489.22 | - | $25,424.78 | 24.2% | +1.025% |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | 590 | $24,399.3 | $31,367.35 | - | $6,968.05 | 28.56% | +0.406% |
| GOOG Alphabet Inc | 2,407 | $505,790.07 | $845,302.29 | - | $339,512.22 | 67.13% | +1.967% |
| HD The Home Depot, Inc. | 183 | $67,067.67 | $54,269.56 | - | -$12,798.11 | -19.08% | -1.142% |
| IJR iShares Core S&P Small-Cap ETF | 35,835 | $3.92M | $4.99M | - | $1.07M | 27.38% | +0.223% |
| INTC Intel Corporation | 3,751 | $128,442.3 | $447,475.54 | - | $319,033.24 | 248.39% | +9.848% |
| IWM iShares Russell 2000 ETF | 21,447 | $5.32M | $6.13M | - | $803,581.19 | 15.1% | +0.531% |
| IYK iShares U.S. Consumer Staples ETF | 297 | $21,256.29 | $21,342.42 | - | $86.13 | 0.41% | -0.718% |
| JPM JPMorgan Chase & Co. | 2,535 | $753,071.65 | $891,293.32 | - | $138,221.67 | 18.35% | +0.551% |
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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 Erica Nortman?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $3.79M, iShares Russell 2000 ETF - $1.62M, Invesco S&P 500 Equal Weight ETF - $1.1M, Microsoft Corp - $970,521.6, and Berkshire Hathaway Inc - $869,556.43. 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: Nike, Inc. - Class B - $3.5M, State Street Technology Select Sector SPDR ETF - $3.46M, The Real Estate Select Sector SPDR Fund - $1.58M, Consumer Discretionary Select Sector SPDR Fund - $1.43M, and Amazon.com Inc - $1.21M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erica Nortman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.51M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $1.49M, Texas Capital Government Money Market Fund - $624,433.42, Nike, Inc. - Class B - $357,099.74, SPDR Portfolio Short Term Treasury ETF - $300,003.4, and iShares Russell 2000 ETF - $214,051.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erica Nortman's monthly returns?
Erica Nortman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Erica Nortman's strategy be considered aggressive or moderate?
Erica Nortman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Erica Nortman's strategy?
Erica Nortman's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
