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:
0.1%
Gain
Monthly
0.01%
Yearly
0.06%
Drawdown
20.21%
$155.11M
Equity
Holdings
$155.11M
Investment
$128.87M
$26.32M
Profit -$710,802.51
Realized
$80,063.93
Unrealized
$26.24M
Dividends
$3.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$710,802.51
Win %
71%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$655,441.11
Win %
71%
This Month
Compared to last month
Gain
-0.26%
Profit
-$399,329.08
Win %
71%
This Year
Compared to last year
Gain
13.98%
Profit
$19.05M
Win %
72%
ORLY O'Reilly Automotive Inc.
+4.05%
+$43,211.65 
PYPL PayPal Holdings Inc
+3.73%
+$53,252.82 
MRK Merck & Co., Inc.
+3.51%
+$23,331.84 
UNH UnitedHealth Group Incorporated
+3.12%
+$94,005.36 
ABBV AbbVie Inc.
+3.01%
+$34,035.58 
SBUX Starbucks Corporation
+3%
+$38,420.55 
TJX The TJX Companies, Inc.
+2.62%
+$27,073.3 
MCD McDonald's Corporation
+2.59%
+$14,817.6 
COST Costco Wholesale Corporation
+2.29%
+$13,811.44 
WMT Walmart Inc.
+2.21%
+$42,710.97 
HD The Home Depot, Inc.
+1.99%
+$18,054 
V Visa Inc. Class A
+1.96%
+$22,538.77 
MSFT Microsoft Corp.
+1.89%
+$96,408.24 
OKE ONEOK, Inc.
+1.87%
+$20,279.3 
PG Procter & Gamble Co
+1.76%
+$14,869.34 
AAPL Apple Inc.
+1.4%
+$40,424.7 
DE Deere & Company
+1.3%
+$17,882.49 
UBER Uber Technologies, Inc.
+1.18%
+$18,101.28 
MMM 3M Company
+1.15%
+$2,723.2 
CVX Chevron Corporation
+1.11%
+$7,274.02 
XOM Exxon Mobil Corporation
+0.89%
+$10,531.84 
SO The Southern Company
+0.8%
+$1,832.36 
XLE Energy Select Sector SPDR Fund
+0.79%
+$10,097.94 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$2,194.39 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.49%
+$1,137.15 
XLB Materials Select Sector SPDR Fund
+0.46%
+$16,679.37 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$44,766 
NFLX Netflix, Inc.
+0.41%
+$2,489.72 
AMZN Amazon.com Inc
+0.37%
+$29,016.86 
XLF Financial Select Sector SPDR Fund
+0.28%
+$6,348.32 
GOOGL Alphabet Inc
+0.21%
+$18,965.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.1%
+$435.78 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$297.57 
PLTR Palantir Technologies Inc.
+0.01%
+$160.82 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$312.68 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NOK Nokia Corporation Sponsored ADR
-8%
-$71,071.2 
HOOD Robinhood Markets, Inc.
-6%
-$62,570.97 
INTC Intel Corporation
-5.87%
-$248,509.8 
AMD Advanced Micro Devices, Inc.
-5.4%
-$210,250.86 
CRWV CoreWeave, Inc.
-4.6%
-$59,945.95 
VRT Vertiv Holdings Co
-4.39%
-$126,072.66 
RDDT Reddit Inc Class A
-4.26%
-$45,682.17 
CAT Caterpillar Inc.
-3.36%
-$16,381.75 
QCOM QUALCOMM Incorporated
-3.33%
-$36,118.8 
NVDA NVIDIA Corporation
-2.56%
-$298,305.24 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$15,796.08 
BWXT Bwx Technologies Inc.
-2.07%
-$3,070.74 
SOFI SoFi Technologies, Inc.
-1.9%
-$13,625.43 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.71%
-$5,127.44 
META Meta Platforms Inc Class A
-1.71%
-$70,663.88 
TSLA Tesla, Inc.
-1.51%
-$35,760 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$4,188 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.4%
-$60,699.46 
ILCG iShares Morningstar Growth ETF
-1.33%
-$3,080 
QQQM Invesco NASDAQ 100 ETF
-1.3%
-$3,511.12 
OIH VanEck Oil Services ETF
-1.13%
-$3,922.56 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$5,979 
BA Boeing Company
-0.88%
-$8,065.93 
SCHA Schwab U.S. Small-Cap ETF
-0.62%
-$40,550.07 
IVV iShares Core S&P 500 ETF
-0.29%
-$676.48 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$6,066.3 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$19,815.12 
XLI Industrial Select Sector SPDR Fund
-0.2%
-$7,698.24 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$1,892.94 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$5,512.27 
JCPB JPMorgan Core Plus Bond ETF
-0.06%
-$6,659.28 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$2,060.72 Events
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Dividends
Dividend Analysis
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| Trades 335 | Longs Won 222/335 66% | Profit Factor 4.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $366,504.99 |
| Average Win $148,500.39 | Best Trade (Jul 13) $3.75M | Sharpe Ratio -11.59 |
| Average Loss -$58,846.05 | Worst Trade (Jul 16) -$727,410.97 | Z-Score 6.21 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $78,559.65 |
| 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 | 2,639 | 2,375 | 2,111 | 1,847 | 1,583 | 1,319 | 1,055 | 792 | 528 | 264 |
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