GHH

Grace H. Holt Portfolio

Invests via GG Group Ventures, LLC | Managed by Grace H. Holt

Invests via GG Group Ventures, LLC

Managed by Grace H. Holt

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 07:16 PM

Grace H. Holt Profile

Former technology operator turned investor with experience in growth-stage software and fintech investing. Grace H. Holt led product and GTM teams at venture-backed startups before moving into venture capital and focuses on Series A–B rounds, portfolio company scaling, and board-level operational support. Market-facing profile prioritizes revenue acceleration, customer retention, and founder-led teams.

Investment Philosophy & Strategy

Former operator mindset prioritizes growth-stage, founder-led software and fintech opportunities where product-market fit is evident and go-to-market acceleration drives valuation. Capital allocation favors Series A–B rounds with follow-on reserves, combining conviction-sized initial checks and hands-on operational support to accelerate revenue, improve retention, and scale GTM. Underwriting emphasizes unit economics, retention cohorts, and defensible product differentiation. Time horizon is growth-oriented multi-year scale to liquidity; risk discipline centers on measurable growth KPIs and board-level governance.

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:

0.97%

Gain

Monthly

0.04%

Yearly

0.47%

Drawdown

19.3%

$87.36M

Equity

Holdings

$87.36M

Investment

$73.4M

$14.66M

Profit -$393,815.71

Realized

$707,354.79

Unrealized

$13.96M

Dividends

$5.12M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$393,815.71

Win %

76%

This Week

Compared To Last Week

Gain

0.14%

Profit

$118,890.45

Win %

76%

This Month

Compared to last month

Gain

0.84%

Profit

$724,311.56

Win %

76%

This Year

Compared to last year

Gain

6.64%

Profit

$5.44M

Win %

76%

Gainers
Losers

INTU Intuit Inc.

+4.85%

+$15,208.7

VRSK Verisk Analytics Inc.

+4.77%

+$18,008.56

ADBE Adobe Inc.

+4.52%

+$6,207.76

ISRG Intuitive Surgical, Inc.

+2.93%

+$6,042.78

AAPL Apple Inc.

+2.05%

+$39,449.6

V Visa Inc. Class A

+2.02%

+$21,071.85

SDY SPDR S&P Dividend ETF

+1.87%

+$4,541.7

MSFT Microsoft Corp.

+1.8%

+$36,930.76

COWZ Pacer US Cash Cows 100 ETF

+1.73%

+$23,897.19

SYLD Cambria Shareholder Yield ETF

+1.7%

+$5,054.04

VBR VANGUARD SMALL-CAP VALUE ETF

+1.14%

+$2,906.28

GSC Goldman Sachs Small Cap Core Equity ETF

+1.06%

+$12,321.97

LLY Eli Lilly and Company

+0.85%

+$4,288.02

MIDU Direxion Daily Mid Cap Bull 3X Shares

+0.58%

+$14,996.34

DIVO Amplify CWP Enhanced Dividend Income ETF

+0.33%

+$1,424.14

SPGP Invesco S&P 500 GARP ETF

+0.17%

+$929.88

XMHQ Invesco S&P MidCap Quality ETF

+0.16%

+$3,759.01

JAAA Janus Henderson AAA CLO ETF

+0.04%

+$7,120.64

JBBB Janus Henderson B-BBB CLO ETF

+0.01%

+$739.35

GOOG Alphabet Inc

-4.5%

-$30,419.53

GOOGL Alphabet Inc

-4.49%

-$88,598.06

NLR VanEck Uranium and Nuclear ETF

-4.45%

-$14,877.85

QLD ProShares Ultra QQQ

-3.5%

-$61,233.96

APP AppLovin Corporation Class A Common Stock

-3.31%

-$28,995.02

SOUN SoundHound AI Inc.

-2.85%

-$9,945.97

SPYU Max S&P 500 4X Leveraged Exchange-Traded Note

-2.83%

-$116,155.56

NVDA NVIDIA Corporation

-2.68%

-$137,140.38

META Meta Platforms Inc Class A

-2.44%

-$15,819.8

AAAU Goldman Sachs Physical Gold ETF

-1.93%

-$6,196.96

CDNS Cadence Design Systems, Inc.

-1.78%

-$10,115.36

QQQ Invesco QQQ Trust, Series 1

-1.77%

-$15,634.07

GARP iShares MSCI USA Quality GARP ETF

-1.61%

-$17,626.63

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

-1.58%

-$9,241.6

SSO ProShares Ultra S&P500

-1.35%

-$7,059.6

AMZN Amazon.com Inc

-1.11%

-$13,152.53

CLSE Convergence Long/Short Equity Fund

-1.07%

-$10,994.9

TNA Direxion Daily Small Cap Bull 3X Shares

-0.99%

-$49,556.58

URTY ProShares UltraPro Russell2000

-0.99%

-$4,133.62

TSLA Tesla, Inc.

-0.91%

-$2,818.14

IVV iShares Core S&P 500 ETF

-0.68%

-$1,908.08

QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF

-0.68%

-$71,833.5

VTI VANGUARD TOTAL STOCK MKT ETF

-0.64%

-$8,741.78

SCHB Schwab U.S. Broad Market ETF

-0.63%

-$2,272.72

SCHX Schwab U.S. Large-Cap ETF

-0.6%

-$2,387.88

INCO Columbia India Consumer ETF

-0.54%

-$3,434.56

NOW ServiceNow, Inc.

-0.49%

-$2,340.9

BUFR FT Vestladder Buffer ETF-USD I

-0.3%

-$742.39

INDL Direxion Daily MSCI India Bull 3X Shares

-0.3%

-$1,475.76

SMIN iShares MSCI India Small-Cap ETF

-0.25%

-$2,574.25

ICLO Invesco AAA CLO Floating Rate Note ETF

-0.14%

-$456.82

JQUA JPMorgan U.S. Quality Factor ETF

-0.06%

-$664.34

LVHI Franklin International Low Volatility High Dividend ETF

-0.01%

-$189.09

JMST JPMorgan Ultra-Short Municipal Income Fund

-0.01%

-$42.95

Events

Dividends

Dividend Analysis

No Data

Trades 147	Longs Won 105/147 71%	Profit Factor 6.77
Profitability	Shorts Won 0/0 0%	Standard Deviation $315,079.39
Average Win $163,855.91	Best Trade (Jul 10) $2.09M	Sharpe Ratio -9.95
Average Loss -$60,483.59	Worst Trade (Jul 17) -$432,226.36	Z-Score 5.18 (100%)
Commissions $0	Avg. Trade Length 1y 3m	Expectancy $99,758.91

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	1,445	1,301	1,156	1,012	867	723	578	434	289	145

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Returns

Overall, Monthly

Holdings
History

Positions (53)
Options (0)

Option values are updated at end of day.

No Data

Trades (57)
Options (0)

No Data

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