Harvey E. Hutchinson IV Portfolio
Invests via Hutchinson Financial Advisors Inc. | Managed by Harvey E. Hutchinson IV
Invests via Hutchinson Financial Advisors Inc.
Managed by Harvey E. Hutchinson IV
Automatically Tracked
Former corporate and fintech executive with operating and investment experience across growth-stage technology, payments and consumer services. Harvey E. Hutchinson IV has led corporate development and strategy initiatives, backed startups and served on boards, combining deal sourcing, portfolio oversight and go-to-market scaling. Focus areas include payment rails, embedded finance, B2B SaaS and marketplace models; typical involvement spans seed–growth equity and strategic M&A advisory.
Former corporate and fintech executive with operating and investment experience across growth-stage technology, payments and consumer services. Harvey E. Hutchinson IV has led corporate development and strategy initiatives, backed startups and served on boards, combining deal sourcing, portfolio oversight and go-to-market scaling. Focus areas include payment rails, embedded finance, B2B SaaS and marketplace models; typical involvement spans seed–growth equity and strategic M&A advisory.
Investment Philosophy & Strategy
Combines founder/operator instincts with strategic capital allocation, targeting seed-to-growth opportunities in payments, embedded finance, B2B SaaS and marketplaces. Prefers investments with defensible network effects, recurring revenue and clear monetization paths; emphasizes pilot partnerships with incumbent platforms and merchant channels to de-risk go-to-market execution. Uses active portfolio stewardship—board or advisory roles—to drive product-market fit, commercial scaling and M&A optionality. Time horizon is growth-oriented with disciplined downside protection through staged financing and outcome-based KPIs.
Combines founder/operator instincts with strategic capital allocation, targeting seed-to-growth opportunities in payments, embedded finance, B2B SaaS and marketplaces. Prefers investments with defensible network effects, recurring revenue and clear monetization paths; emphasizes pilot partnerships with incumbent platforms and merchant channels to de-risk go-to-market execution. Uses active portfolio stewardship—board or advisory roles—to drive product-market fit, commercial scaling and M&A optionality. Time horizon is growth-oriented with disciplined downside protection through staged financing and outcome-based KPIs.
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:
-4.86%
Gain
Monthly
-0.4%
Yearly
-4.65%
Drawdown
7.54%
$102.51M
Equity
Holdings
$102.51M
Investment
$93.57M
-$2.8M
Profit -$690,851.45
Realized
-$11.75M
Unrealized
$8.94M
Dividends
$2.12M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$690,851.45
Win %
58%
This Week
Compared To Last Week
Gain
0.76%
Profit
$770,496.09
Win %
58%
This Month
Compared to last month
Gain
2.45%
Profit
$2.45M
Win %
58%
This Year
Compared to last year
Gain
2.82%
Profit
$2.81M
Win %
58%
ORCL Oracle Corporation
+2.68%
+$29,243.37 
XOM Exxon Mobil Corporation
+1.7%
+$46,715.51 
VKTX Viking Therapeutics Inc.
+1.14%
+$4,499.43 
RTX RTX Corporation
+1.08%
+$17,627.4 
CRWD CrowdStrike Holdings, Inc.
+1.01%
+$31,479.8 
GLDM SPDR Gold MiniShares Trust
+1%
+$38,526.72 
COP ConocoPhillips
+0.96%
+$18,204.13 
PM Philip Morris International Inc.
+0.96%
+$2,394.4 
NVS Novartis AG Sponsored ADR
+0.81%
+$11,973.44 
GD General Dynamics Corporation
+0.38%
+$8,232 
JPM JPMorgan Chase & Co.
+0.3%
+$5,587.61 
COR Cencora, Inc.
+0.29%
+$2,058.32 
BAC Bank of America Corporation
+0.17%
+$3,436.86 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.12%
+$883.98 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$4,082.69 
VZ Verizon Communications Inc.
+0.09%
+$234.71 
HON Honeywell International Inc.
+0.08%
+$1,291.36 
WFC Wells Fargo & Company
+0.05%
+$164.47 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$335.55 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$576.06 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$93.93 
ADBE Adobe Inc.
+0.01%
+$46.32 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL
0%
$0 
META Meta Platforms Inc Class A
-3.16%
-$43,196.1 
KO The Coca-Cola Company
-3.08%
-$11,351.72 
UBER Uber Technologies, Inc.
-2.71%
-$54,499.14 
GSK GSK plc Sponsored ADR
-2.66%
-$7,658.65 
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF
-2.62%
-$20,729.93 
BKNG Booking Holdings Inc.
-2.15%
-$39,055.25 
MSFT Microsoft Corp.
-2.11%
-$80,481.94 
GOOGL Alphabet Inc
-2.11%
-$117,024.76 
DIS The Walt Disney Company
-2.1%
-$19,010.64 
FISV Fiserv, Inc.
-2.07%
-$3,948.3 
BNY BlackRock New York Municipal Income Trust
-2.06%
-$79,214.92 
IQV IQVIA Holdings Inc.
-1.76%
-$29,733.2 
V Visa Inc. Class A
-1.72%
-$52,655.65 
DEO Diageo plc Sponsored ADR
-1.61%
-$11,457.87 
MA Mastercard Incorporated
-1.6%
-$24,280.36 
ELV Elevance Health, Inc.
-1.5%
-$21,505.32 
SHW The Sherwin-Williams Company
-1.44%
-$2,952.4 
PEP PepsiCo, Inc.
-1.42%
-$18,370.44 
GLW Corning Incorporated
-1.29%
-$5,770.99 
BDX Becton, Dickinson and Company
-1.24%
-$15,275.07 
NVDA NVIDIA Corporation
-1.23%
-$7,774.98 
CRM Salesforce Inc
-1.16%
-$6,956.61 
ADI Analog Devices, Inc.
-1.15%
-$19,004.27 
VEEV Veeva Systems Inc.
-1.09%
-$5,114.83 
CMCSA Comcast Corp
-1.08%
-$13,223.78 
DOV Dover Corporation
-1.02%
-$18,783.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.91%
-$15,099.84 
URA Global X Uranium ETF
-0.72%
-$3,790.92 
MDT Medtronic plc
-0.67%
-$4,112.08 
VOO Vanguard S&P 500 ETF
-0.65%
-$1,935.75 
AMZN Amazon.com Inc
-0.64%
-$19,761.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$22,542.37 
SCHW Charles Schwab Corporation
-0.61%
-$15,968.61 
ECL Ecolab Inc.
-0.49%
-$3,039.14 
AAPL Apple Inc.
-0.46%
-$19,671.97 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.34%
-$10,739.24 
VAL Valaris Limited
-0.31%
-$3,858.72 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.29%
-$4,665.78 
SNY Sanofi American Depositary Receipt
-0.26%
-$2,580.14 
ADSK Autodesk, Inc.
-0.16%
-$912.56 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.14%
-$1,620.5 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$78.22 Events
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Dividends
Dividend Analysis
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| Trades 117 | Longs Won 70/117 59% | Profit Factor 0.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.19M |
| Average Win $238,479.98 | Best Trade (Jul 15) $2.92M | Sharpe Ratio -11.01 |
| Average Loss -$414,857.33 | Worst Trade (Sep 30) -$11.98M | Z-Score 1.98 (95.26%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy -$23,971.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 247 | 222 | 198 | 173 | 148 | 124 | 99 | 74 | 49 | 25 |
Hover over the desired column for a detailed explanation.
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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