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:
81.76%
Gain -0.73%
Monthly
1.62%
Yearly
21.27%
Drawdown
23.18%
$335.45M
Equity
Holdings
$335.45M
Investment
$217.75M
$140.18M
Profit -$1.96M
Realized
$22.47M
Unrealized
$117.7M
Dividends
$9.92M
Goals
Avg. 84% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.73%
Profit
-$1.96M
Win %
77%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$2.02M
Win %
77%
This Month
Compared to last month
Gain
-0.58%
Profit
-$1.96M
Win %
77%
This Year
Compared to last year
Gain
3.38%
Profit
$10.97M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$2.72M 
OUST Ouster, Inc.
+9.79%
+$13,317.95 
GOOG Alphabet Inc
+6.88%
+$155,162.35 
GOOGL Alphabet Inc
+6.73%
+$1.24M 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$48,074.51 
TTAN ServiceTitan, Inc.
+3.99%
+$71,130.58 
META Meta Platforms Inc Class A
+3.28%
+$581,866.18 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$7,535.04 
MSFT Microsoft Corp.
+3.02%
+$244,574.16 
GRAB Grab Holdings Limited
+2.94%
+$6,160 
NVDA NVIDIA Corporation
+2.93%
+$579,645.65 
XHR Xenia Hotels & Resorts Inc.
+2.49%
+$10,881 
CVX Chevron Corporation
+2.35%
+$31,608.36 
BP BP p.l.c. Sponsored ADR
+2.26%
+$182,521 
DVN Devon Energy Corporation
+2.17%
+$23,847.36 
CSCO Cisco Systems, Inc.
+2.14%
+$4,692.33 
OXY Occidental Petroleum Corporation
+2%
+$12,840.8 
CRM Salesforce Inc
+1.83%
+$15,586.76 
ORCL Oracle Corporation
+1.81%
+$16,056.81 
VZ Verizon Communications Inc.
+1.52%
+$74,997.3 
GE General Electric Company
+1.42%
+$11,885.89 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.27%
+$4,378.85 
COP ConocoPhillips
+1.22%
+$17,169.46 
WFC Wells Fargo & Company
+1.19%
+$18,893.46 
AMAT Applied Materials, Inc.
+1.18%
+$6,460.52 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$27,629.8 
VUG Vanguard Growth ETF
+1.1%
+$3,442.86 
NOW ServiceNow, Inc.
+1.05%
+$6,156.12 
XLE Energy Select Sector SPDR Fund
+1%
+$11,448.36 
IYE iShares U.S. Energy ETF
+0.93%
+$4,031 
UNP Union Pacific Corporation
+0.92%
+$2,539.18 
AMLP Alerian MLP ETF
+0.89%
+$2,856.7 
SCHW Charles Schwab Corporation
+0.87%
+$5,743.92 
IBM International Business Machines Corporation
+0.86%
+$2,484.88 
GEV GE Vernova Inc.
+0.85%
+$4,695.15 
MCD McDonald's Corporation
+0.82%
+$4,281.22 
TSLA Tesla, Inc.
+0.76%
+$53,009.87 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,557.5 
TRGP Targa Resources Corp.
+0.76%
+$7,035.98 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,846.31 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$19,619.27 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,157.67 
CAT Caterpillar Inc.
+0.7%
+$6,599.87 
BMY Bristol-Myers Squibb Company
+0.69%
+$7,743.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$14,392.32 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,355.65 
PLTR Palantir Technologies Inc.
+0.65%
+$2,781.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,283.48 
MO Altria Group, Inc.
+0.57%
+$7,171.71 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$1,856.39 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$20,271.06 
STX Seagate Technology Holdings plc
+0.52%
+$3,190.66 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$3,564.6 
ET-PI Energy Transfer LP
+0.47%
+$1,340.15 
RKLB Rocket Lab Corporation
+0.42%
+$914.22 
PFE Pfizer Inc.
+0.4%
+$6,448.9 
RTX RTX Corporation
+0.39%
+$3,947.16 
AVGO Broadcom Inc.
+0.37%
+$13,356 
PG Procter & Gamble Co
+0.37%
+$1,259.81 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,987.16 
BAC Bank of America Corporation
+0.36%
+$19,412.14 
MRK Merck & Co., Inc.
+0.32%
+$2,341.16 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$667 
PPT Putnam Premier Income Trust
+0.3%
+$224.36 
JPM JPMorgan Chase & Co.
+0.27%
+$7,921.38 
SO The Southern Company
+0.21%
+$574.2 
JNJ Johnson & Johnson
+0.21%
+$3,274.87 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$524.82 
T AT&T Inc.
+0.17%
+$2,177.16 
MS Morgan Stanley
+0.17%
+$1,662.85 
C Citigroup Inc.
+0.1%
+$1,354.37 
WMT Walmart Inc.
+0.09%
+$1,351.03 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$149.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$123.42 
DIS The Walt Disney Company
+0.03%
+$1,520.46 
MAIA Maia Biotechnology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
0%
$0 ORCL
ORCLPRD
0%
$0 
KSCP Knightscope, Inc.
-17.59%
-$3,990 
BFLY Butterfly Network, Inc.
-12.97%
-$33,623.2 
AAPL Apple Inc.
-7.35%
-$3.65M 
MU Micron Technology, Inc.
-5.9%
-$45,227.83 
BITU ProShares Ultra Bitcoin ETF
-5.81%
-$5,600 
SHOP Shopify Inc.
-4.29%
-$27,751.5 
GERN Geron Corporation
-3.73%
-$5,871.2 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$13,129.24 
IBIT iShares Bitcoin Trust
-2.89%
-$16,297.5 
HUMA Humacyte, Inc.
-2.83%
-$274.44 
TOL Toll Brothers Inc
-2.76%
-$6,984.18 
LCTX Lineage Cell Therapeutics Inc.
-2.7%
-$315 
MESO Mesoblast Limited Sponsored ADR
-2.61%
-$18,019.98 
ABBV AbbVie Inc.
-2.51%
-$104,128.18 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$11,049.48 
MITK Mitek Systems Inc.
-2.17%
-$4,195.06 
BXP Boston Properties, Inc.
-2.16%
-$5,037.5 
BA Boeing Company
-2.15%
-$168,056.21 
SLV iShares Silver Trust
-2.13%
-$6,094.44 
SPXS Direxion Daily S&P 500 Bear 3X Shares
-2.06%
-$10,808 
NFLX Netflix, Inc.
-2%
-$80,403.66 
AMD Advanced Micro Devices, Inc.
-1.9%
-$186,038.56 
UNH UnitedHealth Group Incorporated
-1.68%
-$61,367.69 
TMC TMC the metals company Inc.
-1.66%
-$600 
SQ Block, Inc.
-1.64%
-$4,754.7 
LRCX Lam Research Corporation
-1.58%
-$10,744.23 
STWD Starwood Property Trust Inc.
-1.54%
-$2,837.25 
VANI Vivani Medical Inc.
-1.54%
-$200 
GLD SPDR Gold Shares
-1.49%
-$16,601.45 
PLUG Plug Power Inc.
-1.44%
-$1,222.44 
RR Richtech Robotics Inc.
-1.39%
-$270 
WYNN Wynn Resorts, Limited
-1.38%
-$14,600.56 
NKE Nike, Inc. - Class B
-1.37%
-$4,655.66 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$9,424.77 
CVBF CVB Financial Corp.
-1.32%
-$7,312.8 
DAL Delta Air Lines, Inc.
-1.3%
-$3,116.5 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$1,435.92 
FCX Freeport-McMoRan Inc.
-1.28%
-$2,943.54 
F Ford Motor Company
-1.21%
-$9,363.96 
SHW The Sherwin-Williams Company
-1.16%
-$2,804.96 
MBOT Microbot Medical Inc.
-1.15%
-$732 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$4,202.82 
DEO Diageo plc Sponsored ADR
-1.12%
-$11,020 
MCK McKesson Corporation
-1.08%
-$5,163.29 
INTC Intel Corporation
-1.02%
-$6,235.65 
KO The Coca-Cola Company
-1.02%
-$2,295 
VMC Vulcan Materials Company
-0.98%
-$7,136.86 
XOM Exxon Mobil Corporation
-0.97%
-$25,171.56 
MET MetLife Inc.
-0.97%
-$2,451.52 
GNL Global Net Lease, Inc.
-0.91%
-$2,189.2 
KMB Kimberly-Clark Corporation
-0.8%
-$1,647.36 
PYPL PayPal Holdings Inc
-0.76%
-$5,063.96 
VHT Vanguard Health Care ETF
-0.76%
-$3,999.04 
MA Mastercard Incorporated
-0.74%
-$7,084.76 
GSK GSK plc Sponsored ADR
-0.73%
-$4,651.2 
MAR Marriott International Inc. - Class A
-0.71%
-$5,981.1 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,258.88 
MLI Mueller Industries Inc.
-0.67%
-$1,634.4 
DUK Duke Energy Corporation
-0.67%
-$2,142 
AMGN Amgen Inc.
-0.64%
-$4,637.62 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$5,891.76 
BE Bloom Energy Corporation
-0.63%
-$8,507.14 
GS The Goldman Sachs Group, Inc.
-0.63%
-$7,127.99 
EME EMCOR Group, Inc.
-0.62%
-$2,499.65 
PM Philip Morris International Inc.
-0.61%
-$2,900.42 
SCHF Schwab International Equity ETF
-0.58%
-$1,471.04 
WEC WEC Energy Group Inc.
-0.57%
-$1,157.32 
SBUX Starbucks Corporation
-0.57%
-$10,419.6 
LLY Eli Lilly and Company
-0.53%
-$6,859.47 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,767.48 
SPG Simon Property Group, Inc.
-0.46%
-$2,822.66 
PEP PepsiCo, Inc.
-0.46%
-$1,093.76 
HD The Home Depot, Inc.
-0.42%
-$2,449.22 
AXP American Express Company
-0.38%
-$6,113.73 
FDX FedEx Corporation
-0.37%
-$832.6 
ARCC Ares Capital Corporation
-0.37%
-$5,659.5 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$692.64 
FBND Fidelity Total Bond ETF
-0.27%
-$1,040.88 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,157.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,789.5 
FISV Fiserv, Inc.
-0.24%
-$2,969.2 
COST Costco Wholesale Corporation
-0.24%
-$4,197.42 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$798.76 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,027.43 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$870.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$736.92 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$470.14 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$703.2 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$400.49 
UBRL GraniteShares 2x Long Uber Daily ETF
-0.17%
-$338.4 
SOUN SoundHound AI Inc.
-0.16%
-$167.55 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$978.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$264.48 
XLF Financial Select Sector SPDR Fund
-0.1%
-$265.02 
KEY KeyCorp
-0.09%
-$176 
UYG ProShares Ultra Financials
-0.08%
-$280.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$204.8 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$493.44 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,055.05 
VO Vanguard Mid-Cap ETF
-0.05%
-$100.36 
V Visa Inc. Class A
-0.04%
-$681.89 
XEL Xcel Energy Inc.
-0.04%
-$109.02 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$265.64 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$236.42 
TGT Target Corporation
-0.01%
-$39.58 
UBER Uber Technologies, Inc.
-0.01%
-$1,937.04 Events
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Dividends
Dividend Analysis
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| Trades 1681 | Longs Won 1218/1681 72% | Profit Factor 20.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $598,330.34 |
| Average Win $120,876.44 | Best Trade (Aug 31) $14.99M | Sharpe Ratio -10.17 |
| Average Loss -$15,231.93 | Worst Trade (Aug 02) -$1.48M | Z-Score 9.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $83,387.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 149,017 | $30.49M | $46.03M | - | $15.54M | 50.97% | -7.354% |
| ABBV AbbVie Inc. | 16,094 | $2.17M | $4.04M | - | $1.87M | 86.22% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19,158 | $1.87M | $1.87M | - | -$42.7 | - | -0.256% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 29,705 | $684,213 | $758,071.6 | - | $73,858.6 | 10.79% | +0.472% |
| AMAT Applied Materials, Inc. | 1,095 | $200,461.44 | $555,898.66 | - | $355,437.22 | 177.31% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 20,134 | $2.29M | $9.59M | - | $7.3M | 319.22% | -1.904% |
| AMGN Amgen Inc. | 1,870 | $422,709.21 | $720,249.2 | - | $297,539.99 | 70.39% | -0.64% |
| AMLP Alerian MLP ETF | 5,830 | $228,594.48 | $322,515.6 | - | $93,921.12 | 41.09% | +0.894% |
| AMZN Amazon.com Inc | 75,415 | $10.65M | $20.48M | - | $9.83M | 92.28% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 2,300 | $202,711.02 | $222,525 | - | $19,813.98 | 9.77% | +0.301% |
| ARCC Ares Capital Corporation | 80,850 | $1.52M | $1.52M | - | -$5,001.13 | -0.33% | -0.372% |
| ASML ASML Holding N.V. New York Registry Shares | 420 | $437,612.77 | $684,180 | - | $246,567.23 | 56.34% | -1.359% |
| AVGO Broadcom Inc. | 9,275 | $1.11M | $3.61M | - | $2.5M | 225.76% | +0.371% |
| AXP American Express Company | 4,814 | $1.01M | $1.62M | - | $612,325.4 | 60.84% | -0.376% |
| BA Boeing Company | 35,306 | $6.95M | $7.63M | - | $683,168.54 | 9.83% | -2.155% |
| BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI | 28,875 | $2.01M | $2.01M | - | $484.48 | 0.02% | 0.0 |
| BABA Alibaba Group Holding Limited SP ADR | 8,107 | $675,366.68 | $991,080.75 | - | $315,714.07 | 46.75% | +5.098% |
| BAC Bank of America Corporation | 88,237 | $2.64M | $5.47M | - | $2.83M | 107.31% | +0.356% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 12,511 | $126,951.15 | $349,682.45 | - | $222,731.3 | 175.45% | +1.268% |
| BE Bloom Energy Corporation | 6,494 | $554,289.6 | $1.34M | - | $782,240.54 | 141.12% | -0.632% |
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FAQ
Which stocks have generated the highest profits for Hovig Melkonian?
The largest contributions to the portfolio's profits come from the following stocks: Uber Technologies, Inc - $3.75M, Meta Platforms Inc Class A - $3.57M, NVIDIA Corporation - $2.7M, Apple Inc - $1.68M, and Coinbase Global, Inc - $1.56M. 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: Direxion Daily S&P 500 Bear 3X Shares - $105,746.15, Flagstar Financial Corporation - $97,680.7, Intel Corporation - $93,539.51, Paramount Global - 5.75% Series A Mandatory Convertible Preferred Stock - $91,737.59, and Target Corporation - $89,739.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hovig Melkonian's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.92M earned over time. The largest contributors to dividend income include BP p.l.c. Sponsored ADR - $924,105.31, Verizon Communications Inc - $692,339.3, Apple Inc - $530,380.74, AbbVie Inc - $355,914.08, and Bank of America Corporation - $326,536.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hovig Melkonian's monthly returns?
Hovig Melkonian's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Hovig Melkonian's strategy be considered aggressive or moderate?
Hovig Melkonian's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Hovig Melkonian's strategy?
Hovig Melkonian's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
