Hovig Melkonian Portfolio
Invests via LAZARI CAPITAL MANAGEMENT, INC. | Managed by Hovig Melkonian, Michael Lazari Karapetian
Invests via LAZARI CAPITAL MANAGEMENT, INC.
Managed by Hovig Melkonian, Michael Lazari Karapetian
Automatically Tracked
Hovig Melkonian Profile
Seasoned operator and investor focused on growth-stage technology and fintech companies, combining operational leadership with venture and private-market investing experience. Hovig Melkonian brings experience across product strategy, capital formation and board advisory roles for startups and scale-ups, with a market-oriented approach to sourcing, diligence and portfolio support aimed at driving exits and follow-on rounds.
Seasoned operator and investor focused on growth-stage technology and fintech companies, combining operational leadership with venture and private-market investing experience. Hovig Melkonian brings experience across product strategy, capital formation and board advisory roles for startups and scale-ups, with a market-oriented approach to sourcing, diligence and portfolio support aimed at driving exits and follow-on rounds.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech companies, deploying capital with operator-led discipline and a product-first underwriting lens. Prefers concentrated, stage-specific stakes where active board-level involvement and capital formation accelerate scaling and follow-on financing. Diligence emphasizes market traction, unit economics and go-to-market defensibility; time horizon is multi-year growth to liquidity. Risk managed through milestone-based capital tranches, syndication with strategic co-investors, and hands-on portfolio value creation.
Focuses on growth-stage technology and fintech companies, deploying capital with operator-led discipline and a product-first underwriting lens. Prefers concentrated, stage-specific stakes where active board-level involvement and capital formation accelerate scaling and follow-on financing. Diligence emphasizes market traction, unit economics and go-to-market defensibility; time horizon is multi-year growth to liquidity. Risk managed through milestone-based capital tranches, syndication with strategic co-investors, and hands-on portfolio value creation.
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:
8.89%
Gain
Monthly
0.29%
Yearly
3.54%
Drawdown
39.97%
$329.09M
Equity
Holdings
$329.09M
Investment
$209.02M
$140.27M
Profit -$1.75M
Realized
$20.21M
Unrealized
$120.07M
Dividends
$9.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.75M
Win %
77%
This Week
Compared To Last Week
Gain
0.47%
Profit
$1.54M
Win %
77%
This Month
Compared to last month
Gain
3.59%
Profit
$11.41M
Win %
77%
This Year
Compared to last year
Gain
14.63%
Profit
$42.03M
Win %
78%
GNL Global Net Lease, Inc.
+4.88%
+$10,991.15 
MCK McKesson Corporation
+4.67%
+$17,935.22 
WM Waste Management, Inc.
+3.96%
+$8,205.8 
UNH UnitedHealth Group Incorporated
+3.73%
+$136,034.67 
DEO Diageo plc Sponsored ADR
+3.53%
+$30,499.3 
MRK Merck & Co., Inc.
+3.39%
+$23,768.87 
UNP Union Pacific Corporation
+3.3%
+$8,786.96 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.28%
+$15,665.26 
ABBV AbbVie Inc.
+3.17%
+$125,140.32 
SBUX Starbucks Corporation
+3.07%
+$56,534.69 
NKE Nike, Inc. - Class B
+3.06%
+$6,411.14 
PM Philip Morris International Inc.
+2.98%
+$13,523.51 
MESO Mesoblast Limited Sponsored ADR
+2.91%
+$24,444.13 
VZ Verizon Communications Inc.
+2.81%
+$128,869.93 
AMGN Amgen Inc.
+2.79%
+$21,981.96 
PYPL PayPal Holdings Inc
+2.67%
+$17,631.24 
CRM Salesforce Inc
+2.59%
+$21,520.1 
MCD McDonald's Corporation
+2.58%
+$13,330.1 
PEP PepsiCo, Inc.
+2.54%
+$5,792.96 
T AT&T Inc.
+2.5%
+$29,354.38 
SPG Simon Property Group, Inc.
+2.5%
+$14,608.98 
CVBF CVB Financial Corp.
+2.44%
+$13,528.68 
MA Mastercard Incorporated
+2.36%
+$22,117.96 
GSK GSK plc Sponsored ADR
+2.29%
+$15,509.92 
MO Altria Group, Inc.
+2.27%
+$29,595.2 
COST Costco Wholesale Corporation
+2.21%
+$37,565.44 
SHOP Shopify Inc.
+2.04%
+$13,459.32 
UBRL GraniteShares 2x Long Uber Daily ETF
+2.01%
+$3,432.94 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.97%
+$6,511.86 
SCHD Schwab U.S. Dividend Equity ETF
+1.93%
+$4,885.62 
WMT Walmart Inc.
+1.88%
+$28,559.72 
IYH iShares U.S. Healthcare ETF
+1.87%
+$5,883.75 
V Visa Inc. Class A
+1.79%
+$37,585.59 
VHT Vanguard Health Care ETF
+1.74%
+$8,881.15 
LLY Eli Lilly and Company
+1.72%
+$22,327.8 
STWD Starwood Property Trust Inc.
+1.71%
+$3,091.97 
DIS The Walt Disney Company
+1.67%
+$86,656.37 
BMY Bristol-Myers Squibb Company
+1.67%
+$16,141.58 
CVX Chevron Corporation
+1.61%
+$20,364.08 
PG Procter & Gamble Co
+1.59%
+$5,597.68 
HD The Home Depot, Inc.
+1.59%
+$9,671.21 
AMLP Alerian MLP ETF
+1.56%
+$5,212.4 
TGT Target Corporation
+1.51%
+$4,336.63 
DFSV Dimensional US Small Cap Value ETF
+1.49%
+$8,710.65 
XOM Exxon Mobil Corporation
+1.49%
+$35,021.35 
WYNN Wynn Resorts, Limited
+1.44%
+$14,721.43 
SHW The Sherwin-Williams Company
+1.44%
+$3,362.85 
PFE Pfizer Inc.
+1.33%
+$21,583.65 
DUK Duke Energy Corporation
+1.23%
+$3,838.43 
XLE Energy Select Sector SPDR Fund
+1.22%
+$15,250.38 
IBM International Business Machines Corporation
+1.21%
+$3,294.61 
XEL Xcel Energy Inc.
+1.19%
+$3,410.32 
IYE iShares U.S. Energy ETF
+1.18%
+$4,933.81 
SPXS Direxion Daily S&P 500 Bear 3X Shares
+1.17%
+$5,790 
MAR Marriott International Inc. - Class A
+1.16%
+$9,808.19 
GILD Gilead Sciences Inc.
+1.12%
+$2,781.26 
MSFT Microsoft Corp.
+1.11%
+$76,908.59 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$3,812.67 
UBER Uber Technologies, Inc.
+1.07%
+$145,993.38 
JNJ Johnson & Johnson
+1.05%
+$15,929.9 
XHR Xenia Hotels & Resorts Inc.
+1.04%
+$5,966.9 
SO The Southern Company
+1.04%
+$2,907.72 
COP ConocoPhillips
+1%
+$13,957.44 
DVN Devon Energy Corporation
+1%
+$11,548.51 
AAPL Apple Inc.
+0.97%
+$477,306.9 
MITK Mitek Systems Inc.
+0.93%
+$2,040.84 
SHEL Shell plc
+0.9%
+$1,824.53 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+0.84%
+$2,702.98 
FDX FedEx Corporation
+0.8%
+$1,802.18 
TRGP Targa Resources Corp.
+0.8%
+$7,711.85 
VMC Vulcan Materials Company
+0.79%
+$6,067.71 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$6,554.55 
WFC Wells Fargo & Company
+0.73%
+$11,815.44 
WEC WEC Energy Group Inc.
+0.66%
+$1,366.5 
FISV Fiserv, Inc.
+0.6%
+$2,562.9 
HON Honeywell International Inc.
+0.58%
+$631.46 
SQ Block, Inc.
+0.57%
+$1,755.45 
LMT Lockheed Martin Corporation
+0.56%
+$1,014.21 
OXY Occidental Petroleum Corporation
+0.52%
+$2,958.2 
AMZN Amazon.com Inc
+0.52%
+$97,899.12 
AXP American Express Company
+0.51%
+$8,138.46 
BABA Alibaba Group Holding Limited SP ADR
+0.45%
+$4,337.81 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$6,205.03 
TOL Toll Brothers Inc
+0.39%
+$893.26 
ARCC Ares Capital Corporation
+0.37%
+$4,238.5 
ET-PI Energy Transfer LP
+0.34%
+$980 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$727.32 
IMO Imperial Oil Limited
+0.27%
+$551.1 
MGV Vanguard Mega Cap Value ETF
+0.24%
+$830.29 
SRE Sempra
+0.24%
+$5,346.44 
XLF Financial Select Sector SPDR Fund
+0.13%
+$338.7 
PPT Putnam Premier Income Trust
+0.13%
+$100.96 
UYG ProShares Ultra Financials
+0.12%
+$386.1 
GOOGL Alphabet Inc
+0.1%
+$19,634.05 
GOOG Alphabet Inc
+0.1%
+$1,285.16 
SCHW Charles Schwab Corporation
+0.03%
+$219.52 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$217.77 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$20.48 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BE Bloom Energy Corporation
-11.49%
-$178,649.94 
STX Seagate Technology Holdings plc
-8.78%
-$51,874.33 
TMC TMC the metals company Inc.
-6.69%
-$2,750 
MU Micron Technology, Inc.
-6.35%
-$49,699.74 
HUMA Humacyte, Inc.
-5.69%
-$509.99 
INTC Intel Corporation
-5.49%
-$38,781.6 
AMD Advanced Micro Devices, Inc.
-5.46%
-$614,036.03 
GE General Electric Company
-5.19%
-$44,216.28 
ORCL Oracle Corporation
-4.91%
-$50,661 
FCX Freeport-McMoRan Inc.
-4.74%
-$10,499.37 
LRCX Lam Research Corporation
-4.56%
-$37,078.23 
GS The Goldman Sachs Group, Inc.
-4.31%
-$59,695.72 
MS Morgan Stanley
-3.9%
-$41,205.13 
MBOT Microbot Medical Inc.
-3.7%
-$1,599.94 
AVGO Broadcom Inc.
-3.58%
-$149,319 
CAT Caterpillar Inc.
-3.18%
-$36,844.36 
SLV iShares Silver Trust
-3.17%
-$6,931.14 
PLUG Plug Power Inc.
-3.17%
-$2,575.86 
GRAB Grab Holdings Limited
-3.14%
-$1,584 
VALE Vale S.A.
-2.83%
-$4,359.99 
GEV GE Vernova Inc.
-2.82%
-$16,898 
NVDA NVIDIA Corporation
-2.77%
-$551,680.96 
EME EMCOR Group, Inc.
-2.52%
-$10,001.3 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$10,339.35 
VANI Vivani Medical Inc.
-2.48%
-$350 
BFLY Butterfly Network, Inc.
-2.47%
-$5,709.6 
AMAT Applied Materials, Inc.
-2.33%
-$14,776.59 
VFMO Vanguard U.S. Momentum Factor Fund
-2.11%
-$15,168.36 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$5,060.9 
C Citigroup Inc.
-1.86%
-$26,920.45 
GLD SPDR Gold Shares
-1.73%
-$17,270.98 
LCTX Lineage Cell Therapeutics Inc.
-1.63%
-$210 
META Meta Platforms Inc Class A
-1.52%
-$333,208.84 
IMTM iShares MSCI International Momentum Factor ETF
-1.5%
-$3,376.46 
TSLA Tesla, Inc.
-1.47%
-$129,720.54 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$32,153.51 
RTX RTX Corporation
-1.08%
-$9,467.61 
SCHF Schwab International Equity ETF
-1.07%
-$2,622.84 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.05%
-$3,504.82 
VEU Vanguard FTSE All-World ex-US ETF
-1.02%
-$4,646.1 
RYT Invesco S&P 500 Equal Weight ETF
-1.02%
-$3,385.2 
MGK Vanguard Mega Cap Growth ETF
-0.98%
-$25,248.12 
VUG Vanguard Growth ETF
-0.94%
-$2,960.1 
BA Boeing Company
-0.94%
-$69,113.16 
IBIT iShares Bitcoin Trust
-0.87%
-$3,899.52 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$7,017.27 
PLTR Palantir Technologies Inc.
-0.72%
-$3,669.12 
GERN Geron Corporation
-0.7%
-$1,113 
AOA iShares Core Aggressive Allocation ETF
-0.61%
-$1,379.4 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$4,091.13 
JPM JPMorgan Chase & Co.
-0.54%
-$15,778.54 
F Ford Motor Company
-0.53%
-$3,904.57 
PFF iShares Preferred and Income Securities ETF
-0.52%
-$1,146.72 
TTAN ServiceTitan, Inc.
-0.46%
-$5,534.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.45%
-$1,318.4 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.42%
-$1,477.83 
IVV iShares Core S&P 500 ETF
-0.38%
-$8,206.2 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$10,998.72 
VOO Vanguard S&P 500 ETF
-0.38%
-$3,215.64 
CZR Caesars Entertainment, Inc.
-0.35%
-$934.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$13,037.4 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.29%
-$1,038.27 
LYG Lloyds Banking Group Plc ADR
-0.25%
-$269.24 
DISV Dimensional International Small Cap Equity Fund
-0.23%
-$744.61 
IEF iShares 7-10 Year Treasury Bond ETF
-0.15%
-$382.06 
FBND Fidelity Total Bond ETF
-0.11%
-$447.45 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.09%
-$604.3 
BP BP p.l.c. Sponsored ADR
-0.09%
-$6,531.91 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$502.1 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$307.08 
BAC Bank of America Corporation
-0.06%
-$3,134.74 
NFLX Netflix, Inc.
-0.05%
-$1,679 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$854.64 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$266.46 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$639.15 Events
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Dividends
Dividend Analysis
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| Trades 1518 | Longs Won 1082/1518 71% | Profit Factor 23.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $693,167.23 |
| Average Win $135,274.71 | Best Trade (Jul 17) $16.83M | Sharpe Ratio -10.17 |
| Average Loss -$14,282.68 | Worst Trade (Jul 16) -$620,857.6 | Z-Score 9.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 2d | Expectancy $92,407.73 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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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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