Bradley Harsch Portfolio
Invests via Strategic Advocates LLC | Managed by Bradley R. Harsch, James P. Jenkins, John R. Mickelson
Invests via Strategic Advocates LLC
Managed by Bradley R. Harsch, James P. Jenkins, John R. Mickelson
Automatically Tracked
Bradley Harsch Profile
Senior private markets investor and operator focused on growth-stage technology and consumer businesses, with experience in sourcing, diligence and portfolio value creation. Bradley Harsch is known for operating roles and investor relations work supporting capital formation, strategic M&A and board advisory, often bridging founders and institutional LPs.
Senior private markets investor and operator focused on growth-stage technology and consumer businesses, with experience in sourcing, diligence and portfolio value creation. Bradley Harsch is known for operating roles and investor relations work supporting capital formation, strategic M&A and board advisory, often bridging founders and institutional LPs.
Investment Philosophy & Strategy
Combines operator-led due diligence with growth-stage venture and private equity investing focused on technology and consumer businesses, prioritizing scalable revenue models and repeatable unit economics. Investment decisions favor founder-aligned rounds where active board involvement, operational playbooks and selective bolt-on M&A can accelerate commercial scale. Capital allocation emphasizes staged commitments tied to operational milestones, constructive governance, and LP alignment, seeking 3–7 year value creation horizons. Risk discipline centers on revenue defensibility, capital efficiency and repeatable customer acquisition; sourcing edge derives from operator networks and institutional distribution capabilities.
Combines operator-led due diligence with growth-stage venture and private equity investing focused on technology and consumer businesses, prioritizing scalable revenue models and repeatable unit economics. Investment decisions favor founder-aligned rounds where active board involvement, operational playbooks and selective bolt-on M&A can accelerate commercial scale. Capital allocation emphasizes staged commitments tied to operational milestones, constructive governance, and LP alignment, seeking 3–7 year value creation horizons. Risk discipline centers on revenue defensibility, capital efficiency and repeatable customer acquisition; sourcing edge derives from operator networks and institutional distribution capabilities.
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:
44.99%
Gain
Monthly
1.11%
Yearly
14.23%
Drawdown
19.83%
$24.93M
Equity
Holdings
$24.93M
Investment
$22.33M
$95.92M
Profit -$278,055.27
Realized
$93.31M
Unrealized
$2.61M
Dividends
$15.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$278,055.27
Win %
63%
This Week
Compared To Last Week
Gain
-1.93%
Profit
-$490,470.54
Win %
63%
This Month
Compared to last month
Gain
-3.12%
Profit
-$803,453.18
Win %
63%
This Year
Compared to last year
Gain
11.07%
Profit
$5.08M
Win %
61%
IT Gartner Inc.
+4.7%
+$37.74 
ENSG The Ensign Group, Inc.
+4.11%
+$96.32 
BFAM Bright Horizons Family Solutions Inc.
+3.73%
+$138 
PAYC Paycom Software, Inc.
+3.72%
+$48.42 
URBN Urban Outfitters Inc.
+3.43%
+$2.5 
PEGA Pegasystems Inc.
+3.41%
+$525.16 
ZTS Zoetis Inc.
+3.33%
+$9.94 
BSX Boston Scientific Corporation
+3.25%
+$2,902.2 
BMI Badger Meter Inc.
+3.25%
+$407.6 
SUN Sunoco L.P.
+3.21%
+$127.69 
APPF Appfolio Inc.
+3.19%
+$642.85 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.15%
+$141.07 
ABBV AbbVie Inc.
+3.14%
+$237.77 
MAIN Main Street Capital Corporation
+3.11%
+$54.78 
NKE Nike, Inc. - Class B
+3.03%
+$3.88 
AWK American Water Works Company, Inc.
+2.84%
+$253.57 
VZ Verizon Communications Inc.
+2.81%
+$1,380.93 
WELL Welltower Inc.
+2.79%
+$266.91 
CL Colgate-Palmolive Company
+2.72%
+$59.76 
AMGN Amgen Inc.
+2.65%
+$228.24 
IDXX IDEXX Laboratories, Inc.
+2.64%
+$1,015.68 
HCA HCA Healthcare Inc.
+2.57%
+$87.66 
RWT Redwood Trust Inc.
+2.57%
+$520 
ISRG Intuitive Surgical, Inc.
+2.53%
+$3,674.55 
FITB Fifth Third Bancorp
+2.49%
+$5.78 
REZ iShares Residential and Multisector Real Estate ETF
+2.4%
+$139.38 
CBL CBL & Associates Properties, Inc.
+2.37%
+$902.16 
KMT Kennametal Inc.
+2.36%
+$610.9 
PEP PepsiCo, Inc.
+2.27%
+$40.04 
SPG Simon Property Group, Inc.
+2.25%
+$339.73 
CQP Cheniere Energy Partners L.P.
+2.14%
+$3.99 
ULTA Ulta Beauty Inc.
+2.13%
+$9.94 
OLN Olin Corporation
+2.13%
+$465 
HESM Hess Midstream LP
+2.11%
+$830 
OKE ONEOK, Inc.
+2.11%
+$99.84 
KO The Coca-Cola Company
+2.07%
+$1,314.56 
XLV Health Care Select Sector SPDR Fund
+2.03%
+$67.41 
VDC VANGUARD CONSUMER STAPLES ETF
+2.02%
+$8,851.53 
CLH Clean Harbors Inc.
+1.98%
+$6 
VERX Vertex Inc.
+1.96%
+$280.75 
GWW W.W. Grainger, Inc.
+1.95%
+$883.08 
RYZ Ryerson Holding Corporation
+1.95%
+$289.85 
WMT Walmart Inc.
+1.93%
+$256.06 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$257.07 
KNF Knife River Corporation
+1.82%
+$466.5 
IYH iShares U.S. Healthcare ETF
+1.78%
+$7,817.11 
HD The Home Depot, Inc.
+1.65%
+$1,082.88 
DIS The Walt Disney Company
+1.63%
+$1,006.46 
PG Procter & Gamble Co
+1.61%
+$30.94 
HALO Halozyme Therapeutics Inc.
+1.58%
+$120.69 
PSN Parsons Corporation
+1.57%
+$295.48 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.54%
+$15 
ET Energy Transfer L.P.
+1.48%
+$1,475 
CVX Chevron Corporation
+1.48%
+$805.5 
IBM International Business Machines Corporation
+1.44%
+$1,192.55 
MSFT Microsoft Corp.
+1.36%
+$1,970.79 
CUT Invesco MSCI Global Timber ETF
+1.35%
+$14.78 
LVS Las Vegas Sands Corp.
+1.34%
+$464.4 
GILD Gilead Sciences Inc.
+1.31%
+$55.04 
LNG Cheniere Energy Inc.
+1.16%
+$210.16 
VDE Vanguard Energy ETF
+1.13%
+$4,328.39 
AAPL Apple Inc.
+1.12%
+$4,066.4 
BIO Bio-Rad Laboratories Inc.
+1.12%
+$13.24 
S SentinelOne Inc.
+1.11%
+$1,090 
KMI Kinder Morgan, Inc.
+1.09%
+$201.25 
WMS Advanced Drainage Systems, Inc.
+0.96%
+$23.36 
SO The Southern Company
+0.91%
+$40.66 
RPV Invesco S&P 500 Pure Value ETF
+0.8%
+$11,422.88 
FDLO Fidelity Low Volatility Factor ETF
+0.77%
+$3,866.98 
MEDP Medpace Holdings Inc.
+0.76%
+$285.93 
DBX Dropbox Inc.
+0.74%
+$298.8 
IYC iShares U.S. Consumer Discretionary ETF
+0.71%
+$107.28 
FSK FS KKR Capital Corp.
+0.69%
+$189.45 
VOE Vanguard Mid-Cap Value ETF
+0.67%
+$105.69 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.65%
+$10.92 
MICC The Magnum Ice Cream Company N.V.
+0.62%
+$0.12 
ELF Elf Beauty Inc.
+0.59%
+$4.4 
EZM WisdomTree U.S. MidCap Fund
+0.58%
+$3.52 
NET Cloudflare Inc.
+0.58%
+$425.02 
ILMN Illumina, Inc.
+0.56%
+$3.12 
VVR Invesco Senior Income Trust
+0.51%
+$6.58 
AXP American Express Company
+0.4%
+$623.52 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$853.84 
BIP Brookfield Infrastructure Partners L.P.
+0.3%
+$80.5 
AMZN Amazon.com Inc
+0.29%
+$621.6 
KIO KKR Income Opportunities Fund
+0.27%
+$4.05 
HON Honeywell International Inc.
+0.21%
+$4.75 
TMO Thermo Fisher Scientific Inc.
+0.18%
+$8.73 
GOOGL Alphabet Inc
+0.18%
+$250.14 
LGI Lazard Global Total Return and Income Fund, Inc.
+0.16%
+$13.53 
NFLX Netflix, Inc.
+0.16%
+$144.9 
BBY Best Buy Co., Inc.
+0.14%
+$9.96 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.08%
+$36.01 
XLF Financial Select Sector SPDR Fund
+0.08%
+$0.54 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.07%
+$716.65 
ESTC Elastic N.V.
+0.06%
+$2.08 
GD General Dynamics Corporation
+0.06%
+$2.99 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
+0.03%
+$0.15 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$8.1 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$30.61 
STRK MicroStrategy Incorporated 8.00% Series A Perpetual Strike Preferred Stock
+0.01%
+$0.03 
FSSL
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
NE
0%
$0 
NEWS
0%
$0 
NEWSA
0%
$0 
SNAP Snap Inc.
0%
$0 
BE Bloom Energy Corporation
-11.64%
-$6,101.34 
OKLO Oklo Inc.
-9.67%
-$3,474.12 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-9.41%
-$363.11 
SMR NuScale Power Corporation
-9.33%
-$2,237.04 
APLD Applied Digital Corporation
-9.06%
-$65.75 
WGMI Valkyrie Bitcoin Miners ETF
-8.82%
-$8,414.82 
AGX Argan Inc.
-8.76%
-$8,644.32 
DNA Ginkgo Bioworks Holdings Inc.
-7.94%
-$5,195.9 
CLSK CleanSpark, Inc.
-6.79%
-$505.92 
CIEN Ciena Corporation
-6.48%
-$1,600.08 
MARA MARA Holdings Inc
-6.47%
-$1,612.26 
MU Micron Technology, Inc.
-6.1%
-$552 
GE General Electric Company
-5.88%
-$18,126 
GFS GlobalFoundries Inc.
-5.8%
-$3,565 
CRSP Crispr Therapeutics AG
-5.68%
-$3,880.68 
AMD Advanced Micro Devices, Inc.
-5.53%
-$4,187.04 
RGTI Rigetti Computing Inc
-5.51%
-$6,304.2 
ENPH Enphase Energy, Inc.
-5.46%
-$52.93 
RIVN Rivian Automotive, Inc.
-5.42%
-$62.73 
CRCL Circle Internet Group, Inc.
-5.4%
-$14.18 
QBTS D-Wave Quantum Inc.
-5.34%
-$10,138.05 
INTC Intel Corporation
-5.16%
-$20,728.5 
IONQ IonQ, Inc.
-5.12%
-$13,992.96 
FCX Freeport-McMoRan Inc.
-4.95%
-$6,825.2 
KTOS Kratos Defense & Security Solutions, Inc.
-4.91%
-$1,149.81 
CHAT Roundhill Generative AI & Technology ETF
-4.89%
-$544.32 
UEC Uranium Energy Corp.
-4.84%
-$1,470 
VRT Vertiv Holdings Co
-4.82%
-$6,781.01 
IBLC iShares Blockchain and Tech ETF
-4.81%
-$286.29 
IBKR Interactive Brokers Group Inc.
-4.8%
-$5,639.4 
ALB Albemarle Corporation
-4.8%
-$1,797 
CI The Cigna Group
-4.64%
-$179.66 
GS The Goldman Sachs Group, Inc.
-4.38%
-$504.8 
MPWR Monolithic Power Systems, Inc.
-4.35%
-$2,178.58 
FIX Comfort Systems USA, Inc.
-4.31%
-$5,309.38 
MS Morgan Stanley
-4.22%
-$279.56 
CCJ Cameco Corporation
-4.11%
-$1,234.2 
ARTY iShares Future AI & Tech ETF
-3.87%
-$1,739.64 
CAT Caterpillar Inc.
-3.71%
-$67.86 
SMH VanEck Semiconductor ETF
-3.69%
-$588.74 
HWM Howmet Aerospace Inc.
-3.68%
-$5,664.28 
FN Fabrinet
-3.65%
-$497.84 
MSTY YieldMax MSTR Option Income Strategy ETF
-3.56%
-$424.88 
TWST Twist Bioscience Corporation
-3.55%
-$5,790.4 
QCOM QUALCOMM Incorporated
-3.52%
-$369.93 
CLF Cleveland-Cliffs Inc.
-3.5%
-$1,380 
AVGO Broadcom Inc.
-3.49%
-$11,398.75 
PWR Quanta Services Inc.
-3.43%
-$4,271.99 
SOLS Sollensys Corp
-3.33%
-$14.21 
RIO Rio Tinto Plc Sponsored ADR
-3.24%
-$1,515 
BLOK Amplify Transformational Data Sharing ETF
-3.2%
-$188.1 
CSCO Cisco Systems, Inc.
-3.13%
-$486.5 
ANET Arista Networks, Inc.
-3.04%
-$7,433.7 
SCCO Southern Copper Corporation
-2.98%
-$535.59 
MSTR Strategy Inc.
-2.88%
-$2,545.04 
RMBS Rambus Inc.
-2.8%
-$825.67 
DELL Dell Technologies Inc.
-2.79%
-$403.73 
DY Dycom Industries Inc.
-2.77%
-$71.28 
APP AppLovin Corporation Class A Common Stock
-2.77%
-$2,367.22 
XAR SPDR S&P Aerospace & Defense ETF
-2.74%
-$138.6 
AIQ Global X Artificial Intelligence & Technology ETF
-2.72%
-$166 
EME EMCOR Group, Inc.
-2.6%
-$3,967.92 
BWXT Bwx Technologies Inc.
-2.54%
-$2,011.52 
KLAC KLA Corporation
-2.53%
-$226.8 
NVDA NVIDIA Corporation
-2.43%
-$12,920.64 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.4%
-$880.33 
U Unity Software Inc.
-2.37%
-$76.96 
ETHE Grayscale Ethereum Trust ETF
-2.35%
-$58.03 
OWNB Bitwise Bitcoin Standard Corporations ETF
-2.35%
-$51.24 
NTAP NetApp, Inc.
-2.33%
-$3,873.59 
APH Amphenol Corporation
-2.25%
-$2,417.82 
ETH Ethan Allen Interiors Inc
-2.24%
-$57.4 
AMAT Applied Materials, Inc.
-2.23%
-$25.84 
FTEC Fidelity MSCI Information Technology Index ETF
-2.07%
-$143.75 
SOFI SoFi Technologies, Inc.
-2.04%
-$9.86 
VGT Vanguard Information Technology ETF
-2.03%
-$756.8 
QRVO Qorvo Inc.
-2%
-$1.67 
DUOL Duolingo, Inc.
-2%
-$338.28 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$20,343.44 
KOMP SPDR S&P Kensho New Economies Composite ETF
-1.95%
-$31,360.12 
AI C3.ai Inc.
-1.92%
-$0.87 
COIN Coinbase Global, Inc.
-1.91%
-$67.2 
FLR Fluor Corporation
-1.91%
-$485 
IYW iShares U.S. Technology ETF
-1.84%
-$87.02 
THNQ Robo Global Artificial Intelligence ETF
-1.84%
-$718.4 
NOW ServiceNow, Inc.
-1.82%
-$1,104.9 
GLD SPDR Gold Shares
-1.78%
-$14,329.12 
META Meta Platforms Inc Class A
-1.75%
-$3,153.9 
PHYS Sprott Physical Gold Trust
-1.65%
-$874.66 
MDB MongoDB Inc.
-1.52%
-$583.62 
IWP iShares Russell Mid-Cap Growth ETF
-1.44%
-$1,011.53 
SYM Symbotic Inc. Class A
-1.42%
-$423.5 
TSLA Tesla, Inc.
-1.41%
-$4,628.7 
VOT Vanguard Mid-Cap Growth ETF
-1.4%
-$831.82 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$4.09 
NPO EnPro Industries Inc.
-1.38%
-$906 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$24,191.46 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.32%
-$80.75 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.26%
-$692.3 
SPEM SPDR Portfolio Emerging Markets ETF
-1.23%
-$10.16 
SCHF Schwab International Equity ETF
-1.18%
-$1,703.97 
TTD The Trade Desk, Inc. Class A
-1.14%
-$187.35 
USO United States Oil Fund, LP
-1.08%
-$17.03 
SNPS Synopsys, Inc.
-1.07%
-$22.82 
AIO Virtus Artificial Intelligence & Technology Opportunities Fund
-1.07%
-$92.06 
ZS Zscaler Inc.
-1.04%
-$118.58 
BMNR Bitmine Immersion Technologies, Inc.
-0.95%
-$1.35 
MGK Vanguard Mega Cap Growth ETF
-0.95%
-$51 
FBOT Fidelity Disruptive Automation ETF
-0.95%
-$26.64 
PGR Progressive Corporation
-0.94%
-$199.82 
BA Boeing Company
-0.93%
-$355.25 
BITW Bitwise 10 Crypto Index Fund
-0.92%
-$0.39 
VUG Vanguard Growth ETF
-0.89%
-$400.35 
CMG Chipotle Mexican Grill, Inc.
-0.84%
-$109.62 
DDOG Datadog, Inc. Class A Common Stock
-0.79%
-$2,643.85 
AXON Axon Enterprise, Inc.
-0.77%
-$282.58 
SCHA Schwab U.S. Small-Cap ETF
-0.77%
-$124.02 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.74%
-$668.22 
PATH Uipath Inc.
-0.71%
-$213.52 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.66%
-$3.08 
AOA iShares Core Aggressive Allocation ETF
-0.59%
-$452.98 
BITO ProShares Bitcoin ETF
-0.59%
-$7.55 
RVTY Revvity Inc.
-0.57%
-$1.89 
PLTR Palantir Technologies Inc.
-0.55%
-$1,225.24 
CME CME Group Inc.
-0.51%
-$46.62 
JPM JPMorgan Chase & Co.
-0.47%
-$122.74 
F Ford Motor Company
-0.46%
-$104 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.46%
-$51.34 
IDRV iShares Self-Driving EV and Tech ETF
-0.43%
-$64.16 
EQNR Equinor ASA Sponsored ADR
-0.42%
-$150 
BP BP p.l.c. Sponsored ADR
-0.39%
-$4.8 
VOO Vanguard S&P 500 ETF
-0.39%
-$152.19 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$83.81 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$222.7 
IWV ISHARES RUSSELL 3000 ETF
-0.34%
-$7.4 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.32%
-$791.74 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.31%
-$722.76 
STXF Strive 500 ETF
-0.3%
-$16.48 
FLC Flaherty & Crumrine Total Return Fund Inc.
-0.27%
-$4.41 
PANW Palo Alto Networks, Inc.
-0.24%
-$491.92 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.18%
-$269.32 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.18%
-$1,541.97 
PKB Invesco Building & Construction ETF
-0.17%
-$49.83 
NAC Nuveen California Quality Municipal Income Fund
-0.17%
-$208 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.16%
-$0.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.15%
-$1,698.2 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.14%
-$630.13 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.14%
-$511.03 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$12.74 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.11%
-$2.16 
TIP iShares TIPS Bond ETF
-0.11%
-$16.45 
IDOG Alps International Sector Dividend Dogs ETF
-0.1%
-$14.26 
ETG Eaton Vance Tax-Advantaged Global Dividend Income Fund
-0.09%
-$7.34 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$0.42 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$88.86 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$419.58 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.05%
-$0.81 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$5.53 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$12.97 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$0.1 Events
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Dividends
Dividend Analysis
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| Trades 2101 | Longs Won 1210/2101 57% | Profit Factor 7.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $321,317.21 |
| Average Win $90,870.44 | Best Trade (Mar 31) $8.06M | Sharpe Ratio -9.94 |
| Average Loss -$15,752.14 | Worst Trade (Mar 31) -$962,969.76 | Z-Score -10.22 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $45,653.53 |
| 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% | 0.04% | 0.75% | 9.95% |
| Consecutive Losing Trades | 1,582 | 1,424 | 1,266 | 1,108 | 949 | 791 | 633 | 475 | 316 | 158 |
Hover over the desired column for a detailed explanation.
Returns
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