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:
44.99%
Gain +0.01%
Monthly
1.27%
Yearly
16.36%
Drawdown
19.81%
$390.96M
Equity
Holdings
$390.96M
Investment
$310.99M
$132.81M
Profit +$48,085.5
Realized
$51.04M
Unrealized
$81.77M
Dividends
$10.1M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$48,085.5
Win %
67%
This Week
Compared To Last Week
Gain
0.01%
Profit
$48,085.5
Win %
67%
This Month
Compared to last month
Gain
-2.96%
Profit
-$11.93M
Win %
67%
This Year
Compared to last year
Gain
-0.96%
Profit
$1.55M
Win %
66%
AMD Advanced Micro Devices, Inc.
+4.73%
+$102,051.68 
CCL Carnival Corporation Ltd.
+3.77%
+$42,340.64 
GEV GE Vernova Inc.
+3.73%
+$14,767.32 
DD DuPont de Nemours Inc.
+3.03%
+$9,252.72 
SCHW Charles Schwab Corporation
+2.71%
+$10,427.99 
EFX Equifax Inc.
+2.59%
+$9,912.02 
MCHP Microchip Technology Incorporated
+2.48%
+$9,519.7 
JPM JPMorgan Chase & Co.
+2.31%
+$105,876.27 
USB U.S. Bancorp
+2.27%
+$5,219.04 
IBKR Interactive Brokers Group Inc.
+2.23%
+$63,257.04 
AXP American Express Company
+2.18%
+$84,727.57 
SYK Stryker Corporation
+2.15%
+$4,939.68 
RGA Reinsurance Group of America, Inc.
+2.07%
+$7,814.12 
PM Philip Morris International Inc.
+1.95%
+$67,663.04 
AMP Ameriprise Financial, Inc.
+1.94%
+$4,182.5 
TFC Truist Financial Corporation
+1.93%
+$9,602.04 
TSLA Tesla, Inc.
+1.82%
+$5,722.08 
TMUS T-Mobile US, Inc.
+1.76%
+$26,991.12 
PKG Packaging Corporation of America
+1.71%
+$5,756.51 
VRT Vertiv Holdings Co
+1.68%
+$50,967.86 
IRM Iron Mountain Inc.
+1.65%
+$8,768.52 
ACN Accenture plc Class A
+1.65%
+$17,230.68 
UNP Union Pacific Corporation
+1.65%
+$9,741.7 
WFC Wells Fargo & Company
+1.61%
+$50,438.92 
HUBB Hubbell Inc.
+1.61%
+$9,644.18 
BX Blackstone Inc.
+1.58%
+$7,277.1 
LIN Linde plc
+1.58%
+$27,950.97 
BAC Bank of America Corporation
+1.56%
+$39,801.66 
KDP Keurig Dr Pepper Inc.
+1.54%
+$3,994.08 
VICI Vici Properties Inc.
+1.53%
+$3,774.97 
BLK BlackRock, Inc.
+1.52%
+$6,260.51 
DAL Delta Air Lines, Inc.
+1.5%
+$25,859.48 
GLW Corning Incorporated
+1.5%
+$7,155 
COF Capital One Financial Corporation
+1.48%
+$12,505.84 
GPC Genuine Parts Company
+1.46%
+$5,203.08 
CAT Caterpillar Inc.
+1.44%
+$28,830.34 
COP ConocoPhillips
+1.4%
+$4,610.52 
ADI Analog Devices, Inc.
+1.37%
+$30,445.19 
MCO Moody's Corporation
+1.36%
+$9,641.97 
NEE NextEra Energy, Inc.
+1.35%
+$16,627.85 
TXN Texas Instruments Inc
+1.35%
+$15,292.04 
SPGI S&P Global Inc.
+1.35%
+$21,199.42 
ABBV AbbVie Inc.
+1.32%
+$41,854.4 
QSR Restaurant Brands International Inc.
+1.29%
+$26,364.4 
APD Air Products and Chemicals, Inc.
+1.26%
+$3,846.5 
QTUM Defiance Quantum ETF
+1.22%
+$7,954 
LRCX Lam Research Corporation
+1.18%
+$70,351.87 
ITW Illinois Tool Works Inc.
+1.17%
+$4,443.17 
AZO AutoZone Inc.
+1.12%
+$6,381.11 
DTE DTE Energy Company
+1.12%
+$2,971.51 
PPL PPL Corporation
+1.1%
+$7,481.37 
NSC Norfolk Southern Corporation
+1.09%
+$5,120.7 
JNJ Johnson & Johnson
+1.07%
+$39,149.02 
MPC Marathon Petroleum Corporation
+1.06%
+$5,232.51 
DELL Dell Technologies Inc.
+1.05%
+$13,764.92 
V Visa Inc. Class A
+1.05%
+$32,799.02 
ARCC Ares Capital Corporation
+1%
+$2,125.34 
IWD iShares Russell 1000 Value ETF
+0.98%
+$24,393 
VO Vanguard Mid-Cap ETF
+0.97%
+$13,946.19 
ALL Allstate Corporation
+0.94%
+$9,072.2 
VTV Vanguard Value ETF
+0.94%
+$41,452.11 
PPG PPG Industries Inc.
+0.93%
+$2,576.2 
KR Kroger Co.
+0.92%
+$9,286.6 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$3,119.34 
FERG Ferguson Enterprises Inc
+0.9%
+$4,243.51 
RSG Republic Services, Inc.
+0.89%
+$6,048.71 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,350 
APH Amphenol Corporation
+0.88%
+$8,210.12 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$35,864.57 
PG Procter & Gamble Co
+0.86%
+$17,961.61 
SDY SPDR S&P Dividend ETF
+0.83%
+$3,938.75 
CNP CenterPoint Energy Inc.
+0.82%
+$12,927.95 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.78%
+$3,190 
GE General Electric Company
+0.76%
+$4,079.21 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,032.66 
CVX Chevron Corporation
+0.75%
+$5,921.96 
SBUX Starbucks Corporation
+0.74%
+$2,029.2 
MO Altria Group, Inc.
+0.74%
+$1,966.83 
KMB Kimberly-Clark Corporation
+0.74%
+$2,407.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$4,517.37 
HD The Home Depot, Inc.
+0.73%
+$9,155.86 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$1,768.5 
MA Mastercard Incorporated
+0.71%
+$8,491.09 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$15,452.36 
VB Vanguard Small-Cap ETF
+0.7%
+$18,953.97 
EMR Emerson Electric Co.
+0.69%
+$4,988.26 
COST Costco Wholesale Corporation
+0.68%
+$11,928.02 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,765.6 
YUM Yum! Brands, Inc.
+0.68%
+$2,517.84 
MS Morgan Stanley
+0.65%
+$7,220.12 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.6%
+$1,338.89 
CMI Cummins Inc.
+0.59%
+$7,336.58 
VGT Vanguard Information Technology ETF
+0.58%
+$1,945.68 
AXSM Axsome Therapeutics, Inc.
+0.55%
+$2,336.6 
VOO Vanguard S&P 500 ETF
+0.55%
+$11,825.98 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$12,081.69 
GOOGL Alphabet Inc
+0.53%
+$64,558 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$7,207.5 
CHD Church & Dwight Co., Inc.
+0.49%
+$1,886.39 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$4,644.78 
MSI Motorola Solutions, Inc.
+0.46%
+$1,823.99 
HSY The Hershey Company
+0.45%
+$5,248 
GOOG Alphabet Inc
+0.45%
+$17,140.8 
WMT Walmart Inc.
+0.45%
+$8,040.61 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$41,706.89 
CSX CSX Corporation
+0.42%
+$3,721 
GD General Dynamics Corporation
+0.38%
+$1,642.89 
PEP PepsiCo, Inc.
+0.38%
+$3,983.04 
AMGN Amgen Inc.
+0.32%
+$804.85 
SLB Schlumberger Limited
+0.32%
+$3,520.8 
CDNS Cadence Design Systems, Inc.
+0.32%
+$1,084.58 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$1,081.2 
WM Waste Management, Inc.
+0.3%
+$1,551.02 
FANG Diamondback Energy Inc
+0.28%
+$3,016.98 
XOM Exxon Mobil Corporation
+0.28%
+$4,769.35 
BDYN iShares Dynamic Equity Active ETF
+0.28%
+$1,169.92 
MMM 3M Company
+0.26%
+$1,149.26 
ARKK ARK Innovation ETF Fund
+0.25%
+$711.55 
IQV IQVIA Holdings Inc.
+0.22%
+$3,681.71 
ADP Automatic Data Processing Inc.
+0.2%
+$683.34 
VUG Vanguard Growth ETF
+0.18%
+$450 
STE STERIS plc
+0.16%
+$730.32 
NVDA NVIDIA Corporation
+0.16%
+$24,558.08 
PFE Pfizer Inc.
+0.15%
+$1,134.68 
GWW W.W. Grainger, Inc.
+0.14%
+$488.97 
PH Parker-Hannifin Corporation
+0.12%
+$3,009.16 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$319.8 
KO The Coca-Cola Company
+0.11%
+$1,626.03 
EXPD Expeditors International of Washington, Inc.
+0.11%
+$334.62 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$708.87 
MSFT Microsoft Corp.
+0.1%
+$8,673.38 
EOG EOG Resources, Inc.
+0.09%
+$387.69 
IAU iShares Gold Trust
+0.08%
+$314.94 
CL Colgate-Palmolive Company
+0.07%
+$258.6 
CB Chubb Limited
+0.06%
+$247.19 
GLD SPDR Gold Shares
+0.06%
+$2,469.06 
TJX The TJX Companies, Inc.
+0.04%
+$506.38 
ORCL Oracle Corporation
+0.02%
+$524.65 
MCD McDonald's Corporation
+0.01%
+$89.46 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$16.42 
BK The Bank of New York Mellon Corporation
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$169,656.2 
PLTR Palantir Technologies Inc.
-2.36%
-$38,677.56 
ABT Abbott Laboratories
-1.64%
-$13,963.53 
AAPL Apple Inc.
-1.52%
-$2.01M 
LMT Lockheed Martin Corporation
-1.52%
-$6,763.48 
CLX The Clorox Company
-1.51%
-$2,960 
MRK Merck & Co., Inc.
-1.42%
-$18,579.12 
LHX L3Harris Technologies, Inc.
-1.4%
-$15,281.82 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$9,258.8 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$4,845.17 
AMZN Amazon.com Inc
-1.23%
-$98,845.91 
AMT American Tower Corporation
-1.12%
-$15,685.39 
UBER Uber Technologies, Inc.
-1.01%
-$9,459.1 
IBM International Business Machines Corporation
-0.95%
-$6,619.01 
AVGO Broadcom Inc.
-0.91%
-$51,695.04 
NOW ServiceNow, Inc.
-0.9%
-$5,673.01 
PHM PulteGroup Inc.
-0.67%
-$7,240.09 
CSCO Cisco Systems, Inc.
-0.6%
-$22,392.08 
MDLZ Mondelez International, Inc.
-0.58%
-$2,259.59 
ETN Eaton Corporation plc
-0.57%
-$2,502 
SYY Sysco Corporation
-0.56%
-$4,912.2 
BSX Boston Scientific Corporation
-0.55%
-$5,859.36 
DOV Dover Corporation
-0.5%
-$1,944.8 
TT Trane Technologies plc
-0.41%
-$4,029.5 
MCK McKesson Corporation
-0.4%
-$7,834.33 
RTX RTX Corporation
-0.37%
-$3,842.06 
CRM Salesforce Inc
-0.34%
-$1,226.96 
DIS The Walt Disney Company
-0.3%
-$4,636.18 
SJM The J.M. Smucker Company
-0.29%
-$2,049.86 
META Meta Platforms Inc Class A
-0.26%
-$10,328.42 
MDT Medtronic plc
-0.16%
-$563.29 
FXF Invesco CurrencyShares Swiss Franc Trust
-0.15%
-$3,733.2 
LOW Lowe's Companies Inc.
-0.12%
-$1,027.09 
EPD Enterprise Products Partners L.P.
-0.08%
-$181.8 
CZR Caesars Entertainment, Inc.
-0.07%
-$309.02 
TSCO Tractor Supply Company
-0.03%
-$89.18 
IBIT iShares Bitcoin Trust
-0.03%
-$241.15 
IWY iShares Russell Top 200 Growth ETF
0%
-$10.63 Events
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Dividends
Dividend Analysis
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| Trades 1634 | Longs Won 999/1634 61% | Profit Factor 8.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $911,161.61 |
| Average Win $150,671.36 | Best Trade (Jun 14) $30.45M | Sharpe Ratio -8.93 |
| Average Loss -$28,777.17 | Worst Trade (Mar 31) -$1.4M | Z-Score -1.98 (98.21%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $81,277.25 |
| 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% | 0.03% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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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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