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:
77.65%
Gain +0.02%
Monthly
1.79%
Yearly
23.68%
Drawdown
15.48%
$426.71M
Equity
Holdings
$426.71M
Investment
$316.45M
$180.23M
Profit +$116,807.59
Realized
$69.97M
Unrealized
$110.26M
Dividends
$10.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$116,807.59
Win %
68%
This Week
Compared To Last Week
Gain
0.03%
Profit
$116,807.59
Win %
68%
This Month
Compared to last month
Gain
1.12%
Profit
$4.72M
Win %
68%
This Year
Compared to last year
Gain
6.85%
Profit
$27.34M
Win %
64%
LLY Eli Lilly and Company
+4.86%
+$331,527.05 
GLD SPDR Gold Shares
+3.97%
+$166,773.78 
DIS The Walt Disney Company
+3.65%
+$91,852.06 
NVDA NVIDIA Corporation
+3.44%
+$575,527.68 
CMI Cummins Inc.
+3.06%
+$23,025.34 
AXSM Axsome Therapeutics, Inc.
+2.74%
+$8,596.15 
VRT Vertiv Holdings Co
+2.64%
+$66,298.51 
TT Trane Technologies plc
+2.4%
+$25,333.56 
EMR Emerson Electric Co.
+2.31%
+$18,680.3 
HUBB Hubbell Inc.
+2.26%
+$14,447.2 
MCK McKesson Corporation
+2.25%
+$47,598.27 
MCD McDonald's Corporation
+2.09%
+$12,712.36 
RTX RTX Corporation
+2.01%
+$29,439.41 
DELL Dell Technologies Inc.
+1.95%
+$30,907.71 
SYY Sysco Corporation
+1.72%
+$16,381.12 
SCHW Charles Schwab Corporation
+1.57%
+$11,982.23 
TJX The TJX Companies, Inc.
+1.5%
+$18,260.85 
EBAY eBay Inc.
+1.41%
+$3,080 
UNH UnitedHealth Group Incorporated
+1.28%
+$8,886.82 
BNY BlackRock New York Municipal Income Trust
+1.22%
+$27,671.04 
HD The Home Depot, Inc.
+1.06%
+$12,870.75 
CRM Salesforce Inc
+1.04%
+$8,264.43 
REGN Regeneron Pharmaceuticals, Inc.
+1.04%
+$10,137.66 
GE General Electric Company
+1.02%
+$6,270.72 
IBIT iShares Bitcoin Trust
+0.96%
+$8,442 
DOV Dover Corporation
+0.91%
+$4,997.03 
WFC Wells Fargo & Company
+0.88%
+$29,539.38 
SBUX Starbucks Corporation
+0.87%
+$2,428.79 
LOW Lowe's Companies Inc.
+0.85%
+$6,695.99 
MPWR Monolithic Power Systems, Inc.
+0.78%
+$1,605.44 
MMM 3M Company
+0.69%
+$3,405.78 
PH Parker-Hannifin Corporation
+0.68%
+$21,153.54 
MS Morgan Stanley
+0.57%
+$8,200.46 
BAC Bank of America Corporation
+0.56%
+$17,846.15 
MO Altria Group, Inc.
+0.54%
+$1,976.54 
AAPL Apple Inc.
+0.52%
+$729,250.74 
TFC Truist Financial Corporation
+0.47%
+$2,173.25 
PANW Palo Alto Networks, Inc.
+0.47%
+$3,249.08 
DAL Delta Air Lines, Inc.
+0.4%
+$2,136.01 
SYK Stryker Corporation
+0.32%
+$859.22 
MCO Moody's Corporation
+0.32%
+$1,695.23 
HSY The Hershey Company
+0.3%
+$3,456.04 
MRK Merck & Co., Inc.
+0.26%
+$3,151.83 
RGA Reinsurance Group of America, Inc.
+0.25%
+$897.84 
PKG Packaging Corporation of America
+0.21%
+$1,323.43 
QSR Restaurant Brands International Inc.
+0.19%
+$4,273.97 
CSX CSX Corporation
+0.18%
+$1,993.16 
CB Chubb Limited
+0.15%
+$914.24 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$12,523.84 
NSC Norfolk Southern Corporation
+0.14%
+$680.09 
FXF Invesco CurrencyShares Swiss Franc Trust
+0.14%
+$3,294.02 
VOO Vanguard S&P 500 ETF
+0.08%
+$1,774.14 
SJM The J.M. Smucker Company
+0.02%
+$275.48 
ABBV AbbVie Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMGN Amgen Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRS Carpenter Technology Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
DG Dollar General Corporation
0%
$0 
DTE DTE Energy Company
0%
$0 
ECL Ecolab Inc.
0%
$0 
EFX Equifax Inc.
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ETR Entergy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
GD General Dynamics Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KDP Keurig Dr Pepper Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
MA Mastercard Incorporated
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
SPGI S&P Global Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNP Union Pacific Corporation
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
$0 
VICI Vici Properties Inc.
0%
$0 
WMT Walmart Inc.
0%
$0 
ARKK ARK Innovation ETF Fund
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 G200
G2004J103
0%
$0 
CDW CDW Corporation
-9.03%
-$21,128 
FERG Ferguson Enterprises Inc
-8.29%
-$24,293.45 
UBER Uber Technologies, Inc.
-6.88%
-$78,487.2 
GPC Genuine Parts Company
-6.17%
-$14,920.32 
SMH VanEck Semiconductor ETF
-6.11%
-$11,222.42 
VGT Vanguard Information Technology ETF
-5.83%
-$20,328 
MPC Marathon Petroleum Corporation
-4.75%
-$42,142.93 
ARCC Ares Capital Corporation
-4.53%
-$9,954.65 
VUG Vanguard Growth ETF
-4.37%
-$11,669.99 
AMT American Tower Corporation
-4.1%
-$72,245.09 
GOOGL Alphabet Inc
-4.03%
-$496,932.67 
SCHX Schwab U.S. Large-Cap ETF
-3.22%
-$32,513.46 
BDYN iShares Dynamic Equity Active ETF
-3.06%
-$7,727.8 
IVOO Vanguard S&P Mid-Cap 400 ETF
-2.89%
-$12,090.07 
BSX Boston Scientific Corporation
-2.75%
-$47,074.5 
PLTR Palantir Technologies Inc.
-2.6%
-$52,946.91 
VO Vanguard Mid-Cap ETF
-2.34%
-$64,578.72 
CNP CenterPoint Energy Inc.
-2.2%
-$38,408.04 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$5,872.1 
TMUS T-Mobile US, Inc.
-2.12%
-$11,313.78 
TXN Texas Instruments Inc
-2.08%
-$17,730 
GLW Corning Incorporated
-2.06%
-$13,275.56 
ASML ASML Holding N.V. New York Registry Shares
-1.97%
-$4,983.16 
DFUV Dimensional US Marketwide Value ETF
-1.96%
-$7,066.26 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$27,388.5 
KR Kroger Co.
-1.92%
-$8,333.88 
LRCX Lam Research Corporation
-1.9%
-$106,716.36 
IWD iShares Russell 1000 Value ETF
-1.87%
-$42,905.11 
TSLA Tesla, Inc.
-1.77%
-$4,437.01 
SLB Schlumberger Limited
-1.77%
-$23,419.8 
VTV Vanguard Value ETF
-1.75%
-$51,979.2 
BDVL iShares Disciplined Volatility Equity Active ETF
-1.75%
-$4,199.59 
ESI Element Solutions Inc.
-1.41%
-$2,532.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$60,585 
LIN Linde plc
-1.29%
-$23,525.12 
MSFT Microsoft Corp.
-1.09%
-$128,817.3 
XPO XPO Inc.
-1.06%
-$2,159.99 
CDNS Cadence Design Systems, Inc.
-1.04%
-$3,912.09 
PG Procter & Gamble Co
-0.86%
-$14,804.42 
ELV Elevance Health, Inc.
-0.82%
-$1,943.7 
VB Vanguard Small-Cap ETF
-0.72%
-$20,431.31 
ORCL Oracle Corporation
-0.7%
-$20,221.03 
IAU iShares Gold Trust
-0.68%
-$2,729.48 
PPL PPL Corporation
-0.65%
-$4,777.56 
CRWD CrowdStrike Holdings, Inc.
-0.64%
-$2,926.72 
CAT Caterpillar Inc.
-0.62%
-$12,366.82 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$1,572 
TWLO Twilio Inc.
-0.43%
-$1,199.35 
IWY iShares Russell Top 200 Growth ETF
-0.31%
-$969.16 
RSG Republic Services, Inc.
-0.31%
-$1,221.11 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$4,664.72 
CSCO Cisco Systems, Inc.
-0.2%
-$8,221.44 
EPD Enterprise Products Partners L.P.
-0.18%
-$424.21 
COF Capital One Financial Corporation
-0.13%
-$1,214.64 
STE STERIS plc
-0.06%
-$288.84 
EXPD Expeditors International of Washington, Inc.
-0.04%
-$130.13 Events
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Dividends
Dividend Analysis
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| Trades 1786 | Longs Won 1150/1786 64% | Profit Factor 9.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $175,939.34 | Best Trade (Sep 15) $48.97M | Sharpe Ratio -9.1 |
| Average Loss -$34,746.43 | Worst Trade (Mar 31) -$1.4M | Z-Score -2.2 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 2d | Expectancy $100,913.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.4% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 450,152 | $100.4M | $140M | - | $39.59M | 39.43% | +0.524% |
| ABBV AbbVie Inc. | 13,857 | $2.96M | $3.38M | - | $419,091.08 | 14.16% | 0.0 |
| ABT Abbott Laboratories | 9,457 | $1.21M | $997,335.22 | - | -$215,898.41 | -17.8% | 0.0 |
| ADI Analog Devices, Inc. | 5,698 | $1.5M | $2.17M | - | $662,038.01 | 43.99% | 0.0 |
| ALL Allstate Corporation | 4,497 | $946,249.65 | $1.18M | - | $234,482.67 | 24.78% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 5,066 | $842,498.55 | $2.63M | - | $1.78M | 211.83% | 0.0 |
| AMGN Amgen Inc. | 655 | $215,591.41 | $255,463.09 | - | $39,871.68 | 18.49% | 0.0 |
| AMP Ameriprise Financial, Inc. | 478 | $212,423 | $264,611.25 | - | $52,188.25 | 24.57% | 0.0 |
| AMT American Tower Corporation | 10,062 | $1.83M | $1.69M | - | -$141,397.8 | -7.72% | -4.097% |
| AMZN Amazon.com Inc | 41,977 | $8.69M | $11.65M | - | $2.96M | 34% | 0.0 |
| APH Amphenol Corporation | 63,616 | $2.13M | $2.72M | - | $598,952.17 | 28.17% | 0.0 |
| ARCC Ares Capital Corporation | 11,185 | $247,859.84 | $209,830.6 | - | -$38,029.24 | -15.34% | -4.529% |
| ARKK ARK Innovation ETF Fund | 3,745 | $263,236 | $287,466.2 | - | $24,230.2 | 9.2% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 148 | $294,437 | $248,376.56 | - | -$46,060.44 | -15.64% | -1.967% |
| AVGO Broadcom Inc. | 15,822 | $3.13M | $6.62M | - | $3.49M | 111.45% | 0.0 |
| AXP American Express Company | 12,841 | $3.64M | $4.45M | - | $815,735.96 | 22.43% | 0.0 |
| AXSM Axsome Therapeutics, Inc. | 1,477 | $179,381.93 | $321,971.24 | - | $142,589.31 | 79.49% | +2.743% |
| AZO AutoZone Inc. | 272 | $973,886.84 | $823,624.17 | - | -$150,262.67 | -15.43% | 0.0 |
| BAC Bank of America Corporation | 50,989 | $2.29M | $3.23M | - | $937,157.29 | 40.96% | +0.556% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 9,012 | $225,666.53 | $236,474.88 | - | $10,808.35 | 4.79% | -1.745% |
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Option values are updated at end of day.
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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 - $20.44M, VanEck Gold Miners ETF - $9.18M, NVIDIA Corporation - $3.24M, VanEck Merk Gold Trust - $2.22M, and Harbor Commodity All-Weather Fund - $2.02M. 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, SPDR S&P Telecom ETF - $862,460.14, UnitedHealth Group Incorporated - $525,966.18, Accenture plc Class A - $516,878.82, and Fiserv, Inc - $461,599.27. 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 $10.89M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.42M, Apple Inc - $1.03M, Philip Morris International Inc - $261,154.07, 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.
