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
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.
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.
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:
21.6%
Gain -0.89%
Monthly
0.75%
Yearly
9.42%
Drawdown
19.28%
$87.91M
Equity
Holdings
$87.91M
Investment
$73.4M
$15.37M
Profit -$746,235.81
Realized
$865,808.72
Unrealized
$14.51M
Dividends
$5.16M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$746,235.81
Win %
75%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$162,081.39
Win %
75%
This Month
Compared to last month
Gain
-0.84%
Profit
-$746,235.81
Win %
75%
This Year
Compared to last year
Gain
7.31%
Profit
$5.99M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$168,277.07 
GOOG Alphabet Inc
+6.88%
+$41,966.19 
GOOGL Alphabet Inc
+6.73%
+$119,675.22 
META Meta Platforms Inc Class A
+3.28%
+$16,849.03 
MSFT Microsoft Corp.
+3.02%
+$70,497.07 
NVDA NVIDIA Corporation
+2.93%
+$137,622.59 
SPYU Max S&P 500 4X Leveraged Exchange-Traded Note
+2.7%
+$101,785.8 
CDNS Cadence Design Systems, Inc.
+2.16%
+$11,001.57 
SSO ProShares Ultra S&P500
+1.35%
+$6,792.5 
QLD ProShares Ultra QQQ
+1.2%
+$18,885.24 
NOW ServiceNow, Inc.
+1.05%
+$5,324.4 
ADBE Adobe Inc.
+1.01%
+$1,533.62 
INDL Direxion Daily MSCI India Bull 3X Shares
+0.82%
+$4,200.24 
TSLA Tesla, Inc.
+0.76%
+$1,852.58 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,884.16 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$7,023.64 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,470.08 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,520.54 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,088.45 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,210.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$7,125.62 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$1,012.35 
SMIN iShares MSCI India Small-Cap ETF
+0.36%
+$3,677.53 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$34,424.54 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$6,095.7 
CLSE Convergence Long/Short Equity Fund
+0.24%
+$2,419.12 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,798.77 
INTU Intuit Inc.
+0.18%
+$639.55 
ISRG Intuitive Surgical, Inc.
+0.1%
+$191.15 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$885.78 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$45.36 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$144,373.76 
VRSK Verisk Analytics Inc.
-2.75%
-$10,813 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$15,406.03 
URTY ProShares UltraPro Russell2000
-1.52%
-$6,099.61 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$4,748.32 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$4,674.15 
TNA Direxion Daily Small Cap Bull 3X Shares
-1.37%
-$65,610.12 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$11,345.1 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$1,890.72 
INCO Columbia India Consumer ETF
-0.53%
-$3,541.89 
LLY Eli Lilly and Company
-0.53%
-$2,684.94 
MIDU Direxion Daily Mid Cap Bull 3X Shares
-0.43%
-$11,108.47 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$23,659.04 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$60,525.44 
SDY SPDR S&P Dividend ETF
-0.28%
-$698.72 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$505.44 
SOUN SoundHound AI Inc.
-0.16%
-$537.62 
GSC Goldman Sachs Small Cap Core Equity ETF
-0.09%
-$1,045.86 
V Visa Inc. Class A
-0.04%
-$411.99 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$91.88 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$85.89 Events
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Dividends
Dividend Analysis
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| Trades 147 | Longs Won 106/147 72% | Profit Factor 8.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $315,831.42 |
| Average Win $164,311.18 | Best Trade (Aug 28) $2.48M | Sharpe Ratio -9.95 |
| Average Loss -$49,868.59 | Worst Trade (Aug 05) -$438,935.02 | Z-Score 5.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy $104,573.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,764 | 1,587 | 1,411 | 1,235 | 1,058 | 882 | 705 | 529 | 353 | 176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 8,048 | $204,218 | $321,356.64 | - | $117,138.64 | 57.36% | -1.456% |
| AAPL Apple Inc. | 5,888 | $1.25M | $1.82M | - | $567,244.71 | 45.32% | -7.354% |
| ADBE Adobe Inc. | 611 | $326,603.53 | $153,000.51 | - | -$173,603.02 | -53.15% | +1.013% |
| AMZN Amazon.com Inc | 4,664 | $905,547.72 | $1.27M | - | $361,101.35 | 39.88% | +15.321% |
| APP AppLovin Corporation Class A Common Stock | 1,933 | $625,963 | $765,274.68 | - | $139,311.68 | 22.26% | -1.973% |
| BUFR FT Vestladder Buffer ETF-USD I | 6,749 | $205,237 | $248,160.73 | - | $42,923.73 | 20.91% | +0.41% |
| CDNS Cadence Design Systems, Inc. | 1,528 | $470,242 | $519,550.54 | - | $49,308.54 | 10.49% | +2.163% |
| CLSE Convergence Long/Short Equity Fund | 30,239 | $651,721.86 | $1.03M | - | $376,101.75 | 57.71% | +0.236% |
| COWZ Pacer US Cash Cows 100 ETF | 21,529 | $1.19M | $1.44M | - | $252,104.2 | 21.21% | +0.195% |
| DIVO Amplify CWP Enhanced Dividend Income ETF | 9,188 | $357,780.77 | $430,825.32 | - | $73,044.55 | 20.42% | -0.021% |
| GARP iShares MSCI USA Quality GARP ETF | 13,507 | $722,141.45 | $1.07M | - | $351,665.05 | 48.7% | +0.658% |
| GOOG Alphabet Inc | 1,827 | $335,138.22 | $651,599.53 | - | $316,461.31 | 94.43% | +6.884% |
| GOOGL Alphabet Inc | 5,326 | $971,460.74 | $1.9M | - | $925,287.64 | 95.25% | +6.734% |
| GSC Goldman Sachs Small Cap Core Equity ETF | 17,431 | $893,462.98 | $1.15M | - | $255,762.85 | 28.63% | -0.091% |
| ICLO Invesco AAA CLO Floating Rate Note ETF | 13,052 | $334,914.4 | $333,870.16 | - | -$1,044.24 | -0.31% | 0.0 |
| INCO Columbia India Consumer ETF | 10,733 | $825,904.35 | $660,508.82 | - | -$165,395.53 | -20.03% | -0.533% |
| INDL Direxion Daily MSCI India Bull 3X Shares | 11,352 | $676,239 | $519,240.48 | - | -$156,998.52 | -23.22% | +0.816% |
| INTU Intuit Inc. | 1,122 | $724,730.78 | $354,630.55 | - | -$370,100.23 | -51.07% | +0.181% |
| ISRG Intuitive Surgical, Inc. | 531 | $277,161 | $187,618.22 | - | -$89,542.78 | -32.31% | +0.102% |
| IVV iShares Core S&P 500 ETF | 368 | $200,571.25 | $276,117.76 | - | $75,546.51 | 37.67% | +0.687% |
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Option values are updated at end of day.
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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 Grace H. Holt?
The largest contributions to the portfolio's profits come from the following stocks: Janus Henderson AAA CLO ETF - $2M, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $1.41M, Janus Henderson B-BBB CLO ETF - $1.16M, JPMorgan Nasdaq Equity Premium Income ETF - $156,737.33, and Franklin International Low Volatility High Dividend ETF - $147,935.2. 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: Alphabet Inc - $16,816.14, Chipotle Mexican Grill, Inc - $14,384.51, Rekor Systems Inc - $4,999.81, Chevron Corporation - $2,590.4, and Adobe Inc - $1,352.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Grace H. Holt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.16M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $2M, Janus Henderson B-BBB CLO ETF - $1.11M, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $1.09M, JPMorgan Nasdaq Equity Premium Income ETF - $149,662.4, and Franklin International Low Volatility High Dividend ETF - $140,295.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Grace H. Holt's monthly returns?
Grace H. Holt'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 Grace H. Holt's strategy be considered aggressive or moderate?
Grace H. Holt'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 Grace H. Holt's strategy?
Grace H. Holt'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.
