Cody Branson Portfolio
Invests via FLOYD FINANCIAL GROUP LLC | Managed by Cody Branson, Jacob (Jake) Floyd
Invests via FLOYD FINANCIAL GROUP LLC
Managed by Cody Branson, Jacob (Jake) Floyd
Automatically Tracked
Cody Branson Profile
Operating partner and investor focused on growth-stage tech and fintech companies, with operational background in product and go-to-market leadership. Cody Branson brings hands-on scaling experience, board-level advising, and deal execution across Series A–C financings. Known for aligning commercial strategy with unit economics, he engages in direct investments, syndicates, and strategic partnerships to accelerate revenue and retention.
Operating partner and investor focused on growth-stage tech and fintech companies, with operational background in product and go-to-market leadership. Cody Branson brings hands-on scaling experience, board-level advising, and deal execution across Series A–C financings. Known for aligning commercial strategy with unit economics, he engages in direct investments, syndicates, and strategic partnerships to accelerate revenue and retention.
Investment Philosophy & Strategy
Focuses on growth-stage tech and fintech companies, prioritizing revenue-driven scaling and durable unit economics. Prefers Series A–C opportunities where product-market fit exists and go-to-market levers can be amplified through board-level partnership. Deploys capital alongside active operational support—optimizing pricing, retention, and distribution—to de-risk growth milestones. Investment decisions balance ARR growth with margin expansion, favoring repeatable SaaS and payments models; uses syndication and strategic partnerships to extend commercial runway and exit optionality.
Focuses on growth-stage tech and fintech companies, prioritizing revenue-driven scaling and durable unit economics. Prefers Series A–C opportunities where product-market fit exists and go-to-market levers can be amplified through board-level partnership. Deploys capital alongside active operational support—optimizing pricing, retention, and distribution—to de-risk growth milestones. Investment decisions balance ARR growth with margin expansion, favoring repeatable SaaS and payments models; uses syndication and strategic partnerships to extend commercial runway and exit optionality.
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:
19.98%
Gain -0.98%
Monthly
0.91%
Yearly
11.53%
Drawdown
18.81%
$151.3M
Equity
Holdings
$151.3M
Investment
$130.75M
$23.05M
Profit -$1.32M
Realized
$2.5M
Unrealized
$20.55M
Dividends
$3.76M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.98%
Profit
-$1.32M
Win %
68%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$1.26M
Win %
68%
This Month
Compared to last month
Gain
-0.86%
Profit
-$1.32M
Win %
68%
This Year
Compared to last year
Gain
1.86%
Profit
$2.74M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$1.1M 
GOOGL Alphabet Inc
+6.73%
+$429,716.28 
VRT Vertiv Holdings Co
+6.18%
+$74,247.44 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$7,244.59 
META Meta Platforms Inc Class A
+3.28%
+$106,327.47 
MSFT Microsoft Corp.
+3.02%
+$166,259.22 
NVDA NVIDIA Corporation
+2.93%
+$306,176.29 
OIH VanEck Oil Services ETF
+2.39%
+$8,135.89 
CVX Chevron Corporation
+2.35%
+$15,205.28 
ORLY O'Reilly Automotive Inc.
+2.28%
+$25,667.02 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$84,016.72 
OKE ONEOK, Inc.
+1.95%
+$18,503.16 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,653.12 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$32,732.98 
ILCG iShares Morningstar Growth ETF
+1.01%
+$2,240 
XLE Energy Select Sector SPDR Fund
+1%
+$12,104.44 
MCD McDonald's Corporation
+0.82%
+$4,171.22 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$30,065.75 
TSLA Tesla, Inc.
+0.76%
+$12,656.57 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,136 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,604.98 
CAT Caterpillar Inc.
+0.7%
+$2,948.39 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$1,746 
PLTR Palantir Technologies Inc.
+0.65%
+$6,939.18 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$41,878.47 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,267.67 
PG Procter & Gamble Co
+0.37%
+$3,015.17 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,419.18 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$48,268.17 
MRK Merck & Co., Inc.
+0.32%
+$2,197.24 
SO The Southern Company
+0.21%
+$432.2 
MMM 3M Company
+0.12%
+$310.79 
WMT Walmart Inc.
+0.09%
+$1,618.73 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$202,246.4 
AAPL Apple Inc.
-7.35%
-$210,259 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$41,747 
CRWV CoreWeave, Inc.
-2.88%
-$31,639.02 
QCOM QUALCOMM Incorporated
-2.63%
-$23,576.97 
ABBV AbbVie Inc.
-2.51%
-$29,567.9 
XLB Materials Select Sector SPDR Fund
-2.34%
-$86,994.16 
BA Boeing Company
-2.15%
-$19,858.68 
NFLX Netflix, Inc.
-2%
-$11,757.38 
AMD Advanced Micro Devices, Inc.
-1.9%
-$43,575.93 
UNH UnitedHealth Group Incorporated
-1.68%
-$30,860.59 
TJX The TJX Companies, Inc.
-1.21%
-$13,046.33 
DE Deere & Company
-1.13%
-$15,667.18 
XOM Exxon Mobil Corporation
-0.97%
-$10,849.23 
SOFI SoFi Technologies, Inc.
-0.97%
-$6,193.28 
PYPL PayPal Holdings Inc
-0.76%
-$11,186.12 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$38,140.54 
SBUX Starbucks Corporation
-0.57%
-$7,342.8 
HD The Home Depot, Inc.
-0.42%
-$3,669.65 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$23,814.7 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$10,789.15 
COST Costco Wholesale Corporation
-0.24%
-$1,470.58 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$27,866.74 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,382.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$372.97 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$3,419 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,335.14 
HOOD Robinhood Markets, Inc.
-0.05%
-$352.48 
V Visa Inc. Class A
-0.04%
-$445.03 
UBER Uber Technologies, Inc.
-0.01%
-$204.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 394 | Longs Won 258/394 65% | Profit Factor 3.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $306,859.71 |
| Average Win $125,141.11 | Best Trade (Aug 28) $4.5M | Sharpe Ratio -10.46 |
| Average Loss -$67,945.18 | Worst Trade (Mar 30) -$995,812.5 | Z-Score 5.18 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 2d | Expectancy $58,492.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,227 | 2,004 | 1,782 | 1,559 | 1,336 | 1,114 | 891 | 668 | 445 | 223 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,575 | $2.26M | $2.65M | - | $392,580.38 | 17.4% | -7.354% |
| ABBV AbbVie Inc. | 4,570 | $834,312.05 | $1.15M | - | $312,483.75 | 37.45% | -2.513% |
| AMD Advanced Micro Devices, Inc. | 4,716 | $780,005.74 | $2.25M | - | $1.47M | 187.89% | -1.904% |
| AMZN Amazon.com Inc | 30,594 | $6.69M | $8.31M | - | $1.62M | 24.25% | +15.321% |
| BA Boeing Company | 4,172 | $905,281.94 | $901,736.08 | - | -$3,545.86 | -0.39% | -2.155% |
| BND Vanguard Total Bond Market Index Fund | 56,785 | $4.09M | $4.1M | - | $10,028.84 | 0.25% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 763 | $343,144.81 | $390,305.02 | - | $47,160.21 | 13.74% | +0.365% |
| CAT Caterpillar Inc. | 520 | $210,736.63 | $423,701.2 | - | $212,964.57 | 101.06% | +0.701% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 46,418 | $2.96M | $4.26M | - | $1.31M | 44.19% | +2.011% |
| COST Costco Wholesale Corporation | 645 | $599,945.78 | $613,969.06 | - | $14,023.28 | 2.34% | -0.239% |
| CRWV CoreWeave, Inc. | 14,854 | $1.62M | $1.07M | - | -$549,162.72 | -34% | -2.882% |
| CVX Chevron Corporation | 3,364 | $494,144.75 | $662,136.12 | - | $167,991.37 | 34% | +2.35% |
| DE Deere & Company | 2,304 | $1.04M | $1.37M | - | $321,158.53 | 30.75% | -1.134% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 807 | $338,399 | $423,126.25 | - | $84,727.25 | 25.04% | +0.539% |
| GOOGL Alphabet Inc | 19,124 | $3.53M | $6.81M | - | $3.28M | 92.97% | +6.734% |
| HD The Home Depot, Inc. | 2,640 | $908,305.07 | $876,374.37 | - | -$31,930.7 | -3.52% | -0.417% |
| HOOD Robinhood Markets, Inc. | 8,812 | $984,855 | $762,766.72 | - | -$222,088.28 | -22.55% | -0.046% |
| IGV iShares Expanded Tech-Software Sector ETF | 25,774 | $2.22M | $2.44M | - | $216,759.34 | 9.76% | +1.361% |
| ILCG iShares Morningstar Growth ETF | 2,000 | $208,900 | $223,560 | - | $14,660 | 7.02% | +1.012% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 3,986 | $402,905.08 | $539,106.5 | - | $136,201.42 | 33.8% | +1.44% |
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 Cody Branson?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $1.36M, Vertiv Holdings Co - $1.07M, Advanced Micro Devices, Inc - $1.06M, JPMorgan Equity Premium Income Fund - $943,369.2, and JPMorgan Core Plus Bond ETF - $748,256.68. 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: Reddit Inc Class A - $996,206.53, VanEck Oil Services ETF - $730,851.97, Apple Inc - $578,822.63, Broadcom Inc - $489,161.36, and CoreWeave, Inc - $335,191.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cody Branson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.76M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $943,369.2, JPMorgan Core Plus Bond ETF - $748,256.68, JPMorgan Ultra-Short Income ETF - $264,290.65, Vanguard Total Bond Market Index Fund - $216,608.39, and Utilities Select Sector SPDR Fund - $146,249.24. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cody Branson's monthly returns?
Cody Branson'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 Cody Branson's strategy be considered aggressive or moderate?
Cody Branson'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 Cody Branson's strategy?
Cody Branson'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.
