TABITHA LETOURNEAU MEYERER Portfolio
Invests via FIDUCIARY FAMILY OFFICE, LLC | Managed by Tabitha LeTourneau Meyerer, Kathleen Anne Grace
Invests via FIDUCIARY FAMILY OFFICE, LLC
Managed by Tabitha LeTourneau Meyerer, Kathleen Anne Grace
Automatically Tracked
TABITHA LETOURNEAU MEYERER Profile
Senior investor and executive with operational and investing experience across healthcare and consumer sectors. Tabitha Letourneau Meyerer is known for leading growth-stage investing, portfolio company oversight, and strategic M&A; background includes private equity and corporate development roles, board seats, and hands-on operating leadership. Market-oriented profile: focus on scaling revenue, unit economics, and exit preparation; typically engages in Series B–C rounds and strategic carve-outs.
Senior investor and executive with operational and investing experience across healthcare and consumer sectors. Tabitha Letourneau Meyerer is known for leading growth-stage investing, portfolio company oversight, and strategic M&A; background includes private equity and corporate development roles, board seats, and hands-on operating leadership. Market-oriented profile: focus on scaling revenue, unit economics, and exit preparation; typically engages in Series B–C rounds and strategic carve-outs.
Investment Philosophy & Strategy
Seasoned growth-stage investor and operator focusing on healthcare and consumer businesses. Prioritizes revenue-scalable models, improving unit economics, and clear pathways to exit. Prefers Series B–C and strategic carve-outs where operational playbooks, disciplined capital allocation, and board-level engagement accelerate value creation. Underwriting emphasizes durable unit margins, repeatable go-to-market, and management quality; time horizon is medium-term (3–7 years) with active governance, milestone-based follow-on capital, and pragmatic M&A-driven liquidity as key levers.
Seasoned growth-stage investor and operator focusing on healthcare and consumer businesses. Prioritizes revenue-scalable models, improving unit economics, and clear pathways to exit. Prefers Series B–C and strategic carve-outs where operational playbooks, disciplined capital allocation, and board-level engagement accelerate value creation. Underwriting emphasizes durable unit margins, repeatable go-to-market, and management quality; time horizon is medium-term (3–7 years) with active governance, milestone-based follow-on capital, and pragmatic M&A-driven liquidity as key levers.
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:
64.12%
Gain +0.19%
Monthly
1.61%
Yearly
21.19%
Drawdown
19.94%
$410.57M
Equity
Holdings
$410.57M
Investment
$308.88M
$152.08M
Profit +$539,145.93
Realized
$50.38M
Unrealized
$101.69M
Dividends
$10.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$539,145.93
Win %
73%
This Week
Compared To Last Week
Gain
0.2%
Profit
$809,588.42
Win %
73%
This Month
Compared to last month
Gain
4.73%
Profit
$18.56M
Win %
73%
This Year
Compared to last year
Gain
17.13%
Profit
$60.03M
Win %
70%
MMM 3M Company
+8.87%
+$39,564.37 
AMD Advanced Micro Devices, Inc.
+6.72%
+$149,413.77 
DELL Dell Technologies Inc.
+6.58%
+$83,925.92 
GLW Corning Incorporated
+6.52%
+$26,946 
LRCX Lam Research Corporation
+4.82%
+$242,623.2 
VRT Vertiv Holdings Co
+4.61%
+$137,276.06 
APH Amphenol Corporation
+4.22%
+$38,875.82 
ARKK ARK Innovation ETF Fund
+3.64%
+$10,205.12 
IBKR Interactive Brokers Group Inc.
+3.62%
+$106,067.36 
TXN Texas Instruments Inc
+3.56%
+$38,420.02 
CDNS Cadence Design Systems, Inc.
+3.48%
+$10,205.72 
ORCL Oracle Corporation
+3.23%
+$68,576.48 
CMI Cummins Inc.
+3.18%
+$38,342.38 
CAT Caterpillar Inc.
+3.17%
+$61,114 
TSLA Tesla, Inc.
+3.16%
+$9,188.33 
MCHP Microchip Technology Incorporated
+3.14%
+$10,471.67 
ADI Analog Devices, Inc.
+3.05%
+$61,105.44 
QTUM Defiance Quantum ETF
+3.03%
+$17,527.5 
UNH UnitedHealth Group Incorporated
+2.99%
+$19,149.39 
AXSM Axsome Therapeutics, Inc.
+2.92%
+$10,808.61 
IRM Iron Mountain Inc.
+2.91%
+$15,291.96 
MS Morgan Stanley
+2.67%
+$29,482.32 
DD DuPont de Nemours, Inc.
+2.43%
+$7,160.43 
VGT Vanguard Information Technology ETF
+2.27%
+$7,463.28 
EMR Emerson Electric Co.
+2.25%
+$15,651.75 
AVGO Broadcom Inc.
+2.19%
+$122,295.6 
IBIT iShares Bitcoin Trust
+2.09%
+$18,572.4 
XOM Exxon Mobil Corporation
+1.91%
+$32,979.56 
JPM JPMorgan Chase & Co.
+1.84%
+$91,525 
WFC Wells Fargo & Company
+1.83%
+$59,919.92 
FANG Diamondback Energy Inc
+1.83%
+$19,945.59 
GLD SPDR Gold Shares
+1.71%
+$70,704.9 
IAU iShares Gold Trust
+1.71%
+$6,765.96 
VWO Vanguard FTSE Emerging Markets ETF
+1.67%
+$4,381.49 
IWY iShares Russell Top 200 Growth ETF
+1.66%
+$4,930.95 
BAC Bank of America Corporation
+1.65%
+$46,049.6 
PH Parker-Hannifin Corporation
+1.65%
+$42,454.26 
ETN Eaton Corporation plc
+1.6%
+$7,127.92 
SJM The J.M. Smucker Company
+1.54%
+$10,460.32 
DOV Dover Corporation
+1.42%
+$5,268.64 
LLY Eli Lilly and Company
+1.38%
+$95,996.87 
BDYN iShares Dynamic Equity Active ETF
+1.36%
+$5,779.43 
COP ConocoPhillips
+1.26%
+$4,155.16 
EOG EOG Resources, Inc.
+1.23%
+$5,589.63 
ABBV AbbVie Inc.
+1.16%
+$41,713 
BNY BlackRock New York Municipal Income Trust
+1.16%
+$29,312.92 
DFUV Dimensional US Marketwide Value ETF
+1.05%
+$3,660.45 
MRK Merck & Co., Inc.
+1.02%
+$13,797.46 
IJH iShares Core S&P Mid-Cap ETF
+1.01%
+$2,472.62 
RTX RTX Corporation
+0.99%
+$10,932.75 
SYY Sysco Corporation
+0.99%
+$8,732.8 
GEV GE Vernova Inc.
+0.97%
+$4,582.33 
VUG Vanguard Growth ETF
+0.95%
+$2,445 
PPG PPG Industries Inc.
+0.95%
+$2,576.2 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.95%
+$3,843.95 
CCL Carnival Corporation Ltd.
+0.94%
+$9,786.28 
VB Vanguard Small-Cap ETF
+0.92%
+$24,934.62 
SPY SPDR S&P 500 ETF Trust
+0.88%
+$19,682.09 
VTV Vanguard Value ETF
+0.87%
+$38,874.36 
VOO Vanguard S&P 500 ETF
+0.86%
+$18,597.15 
NVDA NVIDIA Corporation
+0.84%
+$131,232.24 
JNJ Johnson & Johnson
+0.84%
+$32,059.04 
VO Vanguard Mid-Cap ETF
+0.83%
+$11,952.11 
SCHX Schwab U.S. Large-Cap ETF
+0.8%
+$7,796.6 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.79%
+$1,770.79 
MPC Marathon Petroleum Corporation
+0.74%
+$4,410.81 
APD Air Products and Chemicals, Inc.
+0.74%
+$2,412.32 
EXPD Expeditors International of Washington, Inc.
+0.74%
+$2,439.75 
TT Trane Technologies plc
+0.69%
+$6,897 
BX Blackstone Inc.
+0.68%
+$3,200.4 
AAPL Apple Inc.
+0.61%
+$888,339.98 
AZO AutoZone Inc.
+0.61%
+$3,348.8 
PFE Pfizer Inc.
+0.61%
+$4,255.05 
QSR Restaurant Brands International Inc.
+0.58%
+$11,933.36 
ITW Illinois Tool Works Inc.
+0.57%
+$2,303.59 
CB Chubb Limited
+0.53%
+$2,183.35 
CSCO Cisco Systems, Inc.
+0.52%
+$17,790.92 
AMP Ameriprise Financial, Inc.
+0.52%
+$1,297.77 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.51%
+$21,278.4 
USB U.S. Bancorp
+0.51%
+$1,274.88 
JEPI JPMorgan Equity Premium Income Fund
+0.5%
+$48,657.84 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$6,746.22 
PKG Packaging Corporation of America
+0.49%
+$1,668.33 
GE General Electric Company
+0.46%
+$2,497.35 
ARCC Ares Capital Corporation
+0.45%
+$950.81 
PHM PulteGroup Inc.
+0.4%
+$4,274.27 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.34%
+$919.42 
DAL Delta Air Lines, Inc.
+0.33%
+$5,781.6 
SBUX Starbucks Corporation
+0.3%
+$854.4 
CVX Chevron Corporation
+0.28%
+$2,241.9 
IWD iShares Russell 1000 Value ETF
+0.28%
+$7,058.4 
TFC Truist Financial Corporation
+0.27%
+$1,322.73 
KDP Keurig Dr Pepper Inc.
+0.25%
+$624.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.24%
+$1,167 
GD General Dynamics Corporation
+0.23%
+$1,026.81 
META Meta Platforms Inc Class A
+0.22%
+$10,114.66 
HUBB Hubbell Inc.
+0.2%
+$1,248.52 
CZR Caesars Entertainment, Inc.
+0.18%
+$849.8 
MRSH Marsh & McLennan Companies, Inc.
+0.17%
+$612 
SLB Schlumberger Limited
+0.13%
+$1,173.6 
LHX L3Harris Technologies, Inc.
+0.13%
+$1,256.04 
DIS The Walt Disney Company
+0.12%
+$1,854.48 
AXP American Express Company
+0.1%
+$4,144.94 
BLK BlackRock, Inc.
+0.1%
+$408.03 
SCHW Charles Schwab Corporation
+0.05%
+$217.25 
AMGN Amgen Inc.
+0.04%
+$116.49 
KO The Coca-Cola Company
+0.03%
+$451.68 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EFX Equifax Inc.
-6.64%
-$28,704 
GPC Genuine Parts Company
-5.54%
-$23,658.3 
SPGI S&P Global Inc.
-3.31%
-$56,557.16 
CRWD CrowdStrike Holdings, Inc.
-3.06%
-$13,472.09 
BR Broadridge Financial Solutions, Inc.
-3.01%
-$7,405.44 
MCO Moody's Corporation
-2.78%
-$22,465.95 
NOW ServiceNow, Inc.
-2.53%
-$16,134.5 
ACN Accenture plc Class A
-2.52%
-$22,724.52 
RSG Republic Services, Inc.
-2.45%
-$17,560.8 
CRM Salesforce Inc
-2.41%
-$9,169.33 
CHD Church & Dwight Co., Inc.
-2.26%
-$8,685.3 
ADP Automatic Data Processing Inc.
-2.24%
-$8,867.63 
TMUS T-Mobile US, Inc.
-2.11%
-$34,026.92 
WM Waste Management, Inc.
-1.97%
-$11,080.23 
KR Kroger Co.
-1.91%
-$17,550.1 
CL Colgate-Palmolive Company
-1.88%
-$7,456.3 
WMT Walmart Inc.
-1.76%
-$29,407.75 
MO Altria Group, Inc.
-1.53%
-$4,249.1 
MSI Motorola Solutions, Inc.
-1.42%
-$5,577.6 
LIN Linde plc
-1.41%
-$24,753.53 
TSCO Tractor Supply Company
-1.25%
-$3,389.73 
AMT American Tower Corporation
-1.21%
-$14,875.28 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$9,002.42 
IQV IQVIA Holdings Inc.
-1.12%
-$20,939.1 
FERG Ferguson Enterprises Inc
-1.1%
-$5,216.4 
PLTR Palantir Technologies Inc.
-1.09%
-$18,399.99 
MSFT Microsoft Corp.
-1.07%
-$93,241.2 
AMZN Amazon.com Inc
-1.07%
-$89,161.65 
MA Mastercard Incorporated
-1%
-$13,357.44 
PM Philip Morris International Inc.
-0.95%
-$35,077.44 
SYK Stryker Corporation
-0.92%
-$2,213.82 
IBM International Business Machines Corporation
-0.89%
-$4,793.04 
STE STERIS plc
-0.88%
-$4,059.72 
BSX Boston Scientific Corporation
-0.88%
-$8,676.36 
MCD McDonald's Corporation
-0.88%
-$5,254.58 
HSY The Hershey Company
-0.85%
-$9,344 
GWW W.W. Grainger, Inc.
-0.83%
-$2,910.72 
PG Procter & Gamble Co
-0.82%
-$17,395.89 
DTE DTE Energy Company
-0.81%
-$2,142.03 
TJX The TJX Companies, Inc.
-0.78%
-$8,825.48 
MDLZ Mondelez International, Inc.
-0.76%
-$2,778.68 
ALL Allstate Corporation
-0.72%
-$8,036.86 
GOOG Alphabet Inc
-0.7%
-$26,461.11 
MDT Medtronic plc
-0.68%
-$2,469.81 
GOOGL Alphabet Inc
-0.68%
-$81,120 
MCK McKesson Corporation
-0.68%
-$14,021.9 
CNP CenterPoint Energy Inc.
-0.68%
-$10,711.73 
VICI Vici Properties Inc.
-0.67%
-$1,580.22 
UBER Uber Technologies, Inc.
-0.67%
-$6,486.24 
COST Costco Wholesale Corporation
-0.64%
-$10,692.23 
KMB Kimberly-Clark Corporation
-0.61%
-$2,118.6 
CLX The Clorox Company
-0.57%
-$1,100 
ABT Abbott Laboratories
-0.55%
-$5,319.44 
RGA Reinsurance Group of America, Inc.
-0.54%
-$2,360.7 
LMT Lockheed Martin Corporation
-0.5%
-$2,049.29 
PEP PepsiCo, Inc.
-0.49%
-$4,941.92 
UNP Union Pacific Corporation
-0.47%
-$3,063.56 
V Visa Inc. Class A
-0.46%
-$16,104.8 
CSX CSX Corporation
-0.41%
-$3,814.03 
PPL PPL Corporation
-0.35%
-$2,397.87 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.28%
-$6,719.76 
LOW Lowe's Companies Inc.
-0.16%
-$1,278.14 
NSC Norfolk Southern Corporation
-0.16%
-$833.25 
EPD Enterprise Products Partners L.P.
-0.15%
-$363.6 
NEE NextEra Energy, Inc.
-0.14%
-$1,735.08 
REGN Regeneron Pharmaceuticals, Inc.
-0.13%
-$948.23 
SDY SPDR S&P Dividend ETF
-0.13%
-$630.2 
HD The Home Depot, Inc.
-0.13%
-$1,635.01 
COF Capital One Financial Corporation
-0.11%
-$1,092.52 
YUM Yum! Brands, Inc.
-0.1%
-$338.94 
BRK-B Berkshire Hathaway Inc.
-0.09%
-$1,928.78 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1634 | Longs Won 1024/1634 62% | Profit Factor 9.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $165,831.74 | Best Trade (Jul 30) $51.22M | Sharpe Ratio -9.26 |
| Average Loss -$29,076 | Worst Trade (Mar 31) -$1.4M | Z-Score -6.09 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4d | Expectancy $93,069.36 |
| 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% | 0.95% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for TABITHA LETOURNEAU MEYERER?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $20.32M, NVIDIA Corporation - $3.25M, Meta Platforms Inc Class A - $1.97M, Vanguard S&P 500 ETF - $1.76M, and Oracle Corporation - $1.61M. 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: iShares Core S&P Mid-Cap ETF - $1.31M, UnitedHealth Group Incorporated - $525,966.18, Fiserv, Inc - $461,599.27, Adobe Inc - $418,446.7, and Bristol-Myers Squibb Company - $393,266.04. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does TABITHA LETOURNEAU MEYERER's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.59M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.31M, Apple Inc - $913,068.12, Philip Morris International Inc - $316,983.1, Alerian MLP ETF - $238,688.87, and Invesco S&P 500 Equal Weight ETF - $213,908.54. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are TABITHA LETOURNEAU MEYERER's monthly returns?
TABITHA LETOURNEAU MEYERER's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can TABITHA LETOURNEAU MEYERER's strategy be considered aggressive or moderate?
TABITHA LETOURNEAU MEYERER's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow TABITHA LETOURNEAU MEYERER's strategy?
TABITHA LETOURNEAU MEYERER's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
