LC
Leslie Childs Portfolio
Invests via MB Levis & Associates LLC | Managed by MB Levis & Associates LLC, Leslie Childs
Invests via MB Levis & Associates LLC
Managed by MB Levis & Associates LLC, Leslie Childs
Automatically Tracked
Seasoned private markets executive with multidisciplinary background in corporate finance, operations and strategic portfolio management. Leslie Childs brings experience leading growth equity and operational improvement initiatives across technology and healthcare companies. They have worked with sponsor-backed management teams on revenue scaling, capital raising and exit preparation, and sit on operating committees and advisory boards. Market-facing strengths include deal sourcing, diligence, and value-creation planning for mid-market buyouts and growth investments.
Seasoned private markets executive with multidisciplinary background in corporate finance, operations and strategic portfolio management. Leslie Childs brings experience leading growth equity and operational improvement initiatives across technology and healthcare companies. They have worked with sponsor-backed management teams on revenue scaling, capital raising and exit preparation, and sit on operating committees and advisory boards. Market-facing strengths include deal sourcing, diligence, and value-creation planning for mid-market buyouts and growth investments.
Investment Philosophy & Strategy
Combines disciplined growth-equity investing with operationally-driven value creation, targeting mid-market technology and healthcare companies where revenue scaling and margin improvement are achievable. Prefers sponsor-backed situations and minority or control growth rounds with 3–7 year horizons, deploying capital alongside management while prioritizing rigorous diligence, milestone-based capital pacing and active board-level involvement. Risk management emphasizes concentrated, thesis-driven bets, operational KPIs for value realization, and clear exit pathways via strategic sale or secondary sponsor recapitalization.
Combines disciplined growth-equity investing with operationally-driven value creation, targeting mid-market technology and healthcare companies where revenue scaling and margin improvement are achievable. Prefers sponsor-backed situations and minority or control growth rounds with 3–7 year horizons, deploying capital alongside management while prioritizing rigorous diligence, milestone-based capital pacing and active board-level involvement. Risk management emphasizes concentrated, thesis-driven bets, operational KPIs for value realization, and clear exit pathways via strategic sale or secondary sponsor recapitalization.
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:
-1.5%
Gain
Monthly
0.09%
Yearly
1.12%
Drawdown
30.61%
$254.37M
Equity
Holdings
$254.37M
Investment
$197.42M
$62.12M
Profit -$418,651.52
Realized
$5.18M
Unrealized
$56.95M
Dividends
$20.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$418,651.52
Win %
77%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$639,351.15
Win %
77%
This Month
Compared to last month
Gain
-0.23%
Profit
-$593,933.56
Win %
77%
This Year
Compared to last year
Gain
6.21%
Profit
$14.88M
Win %
77%
TRV The Travelers Companies, Inc.
+7.91%
+$150,138.3 
BAND Bandwidth Inc.
+6.28%
+$82.17 
LITE Lumentum Holdings Inc.
+4.14%
+$292.4 
MU Micron Technology, Inc.
+4.02%
+$342.9 
ADM Archer-Daniels-Midland Co
+3.04%
+$395.64 
ORCL Oracle Corporation
+2.58%
+$1,145.97 
CSCO Cisco Systems, Inc.
+2.54%
+$11,768.22 
CB Chubb Limited
+2.27%
+$2,163.37 
UA Under Armour Inc.
+2.19%
+$60.45 
SHEL Shell plc
+2.07%
+$193.6 
UNH UnitedHealth Group Incorporated
+2.04%
+$2,606.26 
LMND Lemonade Inc.
+1.87%
+$72.6 
DOW Dow Inc.
+1.83%
+$51.9 
ETN Eaton Corporation plc
+1.77%
+$686.98 
CAT Caterpillar Inc.
+1.65%
+$94,747.38 
MO Altria Group, Inc.
+1.64%
+$2,655.29 
XOM Exxon Mobil Corporation
+1.63%
+$15,522.36 
SOLS Sollensys Corp
+1.5%
+$90.9 
ABT Abbott Laboratories
+1.49%
+$22,767.36 
FIRY Firy Inc.
+1.48%
+$0.84 
BMY Bristol-Myers Squibb Company
+1.45%
+$963.37 
JNJ Johnson & Johnson
+1.38%
+$36,877.05 
AFL Aflac Inc.
+1.37%
+$1,201.59 
CRWD CrowdStrike Holdings, Inc.
+1.34%
+$109.6 
ABBV AbbVie Inc.
+1.34%
+$1,859.8 
EMR Emerson Electric Co.
+1.34%
+$25,162.08 
ITA iShares U.S. Aerospace & Defense ETF
+1.3%
+$2,394.99 
RTX RTX Corporation
+1.3%
+$24,560.58 
OXY Occidental Petroleum Corporation
+1.29%
+$718.98 
CVS CVS Health Corporation
+1.28%
+$433.84 
CVX Chevron Corporation
+1.26%
+$4,101.74 
PM Philip Morris International Inc.
+1.21%
+$1,369.42 
PRU Prudential Financial, Inc.
+1.12%
+$355.11 
KPTI Karyopharm Therapeutics Inc.
+1.07%
+$10 
GLD SPDR Gold Shares
+1.03%
+$564 
LMT Lockheed Martin Corporation
+1.02%
+$2,936.84 
CEF Sprott Physical Gold and Silver Trust
+0.97%
+$5,193.46 
NVS Novartis AG Sponsored ADR
+0.97%
+$8,006.8 
IMNM Immunome Inc.
+0.95%
+$498.33 
DVN Devon Energy Corporation
+0.88%
+$134.14 
COP ConocoPhillips
+0.87%
+$800.66 
MRK Merck & Co., Inc.
+0.85%
+$12,831.48 
FCX Freeport-McMoRan Inc.
+0.82%
+$12 
LLY Eli Lilly and Company
+0.74%
+$1,075 
PWRD TCW Transform Systems ETF
+0.69%
+$19 
WTRG Essential Utilities Inc.
+0.68%
+$256.77 
GD General Dynamics Corporation
+0.68%
+$175 
SYY Sysco Corporation
+0.67%
+$55 
CTVA Corteva Inc.
+0.66%
+$316.82 
NSC Norfolk Southern Corporation
+0.64%
+$11,690.87 
WCC Wesco International Inc.
+0.59%
+$148.61 
APD Air Products and Chemicals, Inc.
+0.59%
+$588 
EVGO EVgo, Inc.
+0.58%
+$1 
VTRS Viatris Inc.
+0.58%
+$4.8 
CCI Crown Castle Inc.
+0.56%
+$101.2 
TGT Target Corporation
+0.56%
+$26.52 
CRON Cronos Group Inc.
+0.55%
+$4.95 
MOO VanEck Agribusiness ETF
+0.54%
+$7.12 
AMT American Tower Corporation
+0.51%
+$163.4 
JPM JPMorgan Chase & Co.
+0.5%
+$20,830.11 
HON Honeywell International Inc.
+0.48%
+$227.26 
VYNE Vyne Therapeutics Inc.
+0.44%
+$3.54 
DE Deere & Company
+0.42%
+$374.37 
VZ Verizon Communications Inc.
+0.33%
+$327.56 
SPH Suburban Propane Partners L.P.
+0.32%
+$13.08 
EXEL Exelixis Inc.
+0.3%
+$165 
LRCX Lam Research Corporation
+0.28%
+$22.5 
WBD Warner Bros. Discovery, Inc.
+0.28%
+$6.22 
FMS Fresenius Medical Care AG & Co. KGaA ADR
+0.27%
+$31.07 
BAC Bank of America Corporation
+0.27%
+$452.1 
SII Sprott Inc.
+0.27%
+$30.8 
TD The Toronto-Dominion Bank
+0.27%
+$198 
CI The Cigna Group
+0.25%
+$6.48 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$463.6 
BA Boeing Company
+0.24%
+$152.25 
TWLO Twilio Inc.
+0.22%
+$6.9 
T AT&T Inc.
+0.18%
+$80.88 
HDV iShares Core High Dividend ETF
+0.16%
+$51.3 
WFC Wells Fargo & Company
+0.14%
+$50.28 
OGN Organon & Co.
+0.11%
+$3.02 
AEP American Electric Power Company, Inc.
+0.1%
+$4.68 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
+0.1%
+$12,255.7 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
+0.1%
+$12,766.23 
NEE NextEra Energy, Inc.
+0.09%
+$703.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$4.16 
O Realty Income Corporation
+0.08%
+$31.57 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.08%
+$77.28 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$27.55 
GVA Granite Construction Incorporated
+0.07%
+$2.12 
FT Franklin Universal Trust
+0.06%
+$51.34 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$5.02 
JCPB JPMorgan Core Plus Bond ETF
+0.06%
+$16.43 
IWO iShares Russell 2000 Growth ETF
+0.05%
+$58.68 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$87.61 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
+0.04%
+$5,358.02 
VPLS Vanguard Core-Plus Bond ETF
+0.04%
+$3.3 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
+0.02%
+$2,606.12 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$0.02 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$0.52 
DTE DTE Energy Company
+0.01%
+$1.64 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBTK iShares iBonds Dec 2030 Treasury ETF
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
ORGN
0%
$0 
SEE Sealed Air Corporation
0%
$0 
SO The Southern Company
0%
$0 
ORGNW Origin Materials Warrant
-96.87%
-$6.2 
ISRG Intuitive Surgical, Inc.
-12.52%
-$1,057.56 
NFLX Netflix, Inc.
-7.36%
-$1,642.5 
META Meta Platforms Inc Class A
-4.67%
-$11,892.15 
PINS Pinterest, Inc. Class A
-3.36%
-$62 
IBM International Business Machines Corporation
-3.25%
-$17,341.29 
SYK Stryker Corporation
-2.98%
-$345.62 
KO The Coca-Cola Company
-2.88%
-$5,171.95 
OMC Omnicom Group Inc.
-2.53%
-$208.74 
MSFT Microsoft Corp.
-2.29%
-$69,823.08 
GOOG Alphabet Inc
-2.27%
-$68,763.39 
GOOGL Alphabet Inc
-2.27%
-$3,581.38 
MCHI iShares MSCI China ETF
-2.24%
-$275.81 
TMDX TransMedics Group Inc.
-2.23%
-$339.62 
DXCM DexCom, Inc.
-2.09%
-$52.16 
DIS The Walt Disney Company
-2.05%
-$289.68 
APO Apollo Global Management, Inc.
-2.04%
-$252 
AMAT Applied Materials, Inc.
-1.98%
-$7,936.5 
V Visa Inc. Class A
-1.96%
-$3,467.75 
MCO Moody's Corporation
-1.91%
-$1,984 
NYT New York Times Co.
-1.88%
-$612 
TSLA Tesla, Inc.
-1.87%
-$459.9 
PLTR Palantir Technologies Inc.
-1.86%
-$25.05 
AZZ Azz Inc.
-1.86%
-$56.2 
MA Mastercard Incorporated
-1.75%
-$3,548.89 
ADP Automatic Data Processing Inc.
-1.73%
-$34,937.62 
DOCU DocuSign Inc.
-1.59%
-$8.5 
ITW Illinois Tool Works Inc.
-1.58%
-$931.84 
CDE Coeur Mining, Inc.
-1.55%
-$36.57 
LOW Lowe's Companies Inc.
-1.54%
-$33,679.62 
SBUX Starbucks Corporation
-1.53%
-$597.6 
PGNY Progyny Inc.
-1.51%
-$48 
EEMS iShares MSCI Emerging Markets Small-Cap ETF
-1.45%
-$318.61 
ZTS Zoetis Inc.
-1.4%
-$26.87 
COMP Compass Inc.
-1.4%
-$731 
VEEV Veeva Systems Inc.
-1.39%
-$881.14 
TXN Texas Instruments Inc
-1.39%
-$869.67 
ABNB Airbnb, Inc.
-1.39%
-$67.65 
PEP PepsiCo, Inc.
-1.28%
-$11,166.02 
CRM Salesforce Inc
-1.2%
-$645.33 
VUG Vanguard Growth ETF
-1.2%
-$18,857.28 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.16%
-$1,612.8 
COF Capital One Financial Corporation
-1.15%
-$60.75 
NVDA NVIDIA Corporation
-1.11%
-$7,010.85 
HSY The Hershey Company
-1.08%
-$32.13 
DTM Dt Midstream Inc.
-1.03%
-$124.23 
TTWO Take-Two Interactive Software, Inc.
-0.99%
-$42.8 
KD Kyndryl Holdings Inc.
-0.96%
-$22.43 
ALC Alcon Inc.
-0.94%
-$1,044.12 
ESS Essex Property Trust, Inc.
-0.93%
-$101.75 
IWF iShares Russell 1000 Growth ETF
-0.92%
-$2,335.44 
MCD McDonald's Corporation
-0.91%
-$1,235 
AMGN Amgen Inc.
-0.9%
-$9,843.75 
C Citigroup Inc.
-0.9%
-$115.64 
AAPL Apple Inc.
-0.88%
-$49,322.84 
QGRO American Century U.S. Quality Growth ETF
-0.88%
-$89,795.7 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$2,139.37 
QCOM QUALCOMM Incorporated
-0.87%
-$16,368.8 
RUM Rumble Inc.
-0.79%
-$1.03 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.76%
-$167.16 
AMZN Amazon.com Inc
-0.75%
-$2,645.16 
IWN iShares Russell 2000 Value ETF
-0.73%
-$19,496.54 
INTC Intel Corporation
-0.7%
-$483.48 
PPL PPL Corporation
-0.7%
-$307.53 
KHC The Kraft Heinz Company
-0.67%
-$13.12 
CMCSA Comcast Corp
-0.66%
-$16 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.65%
-$108,971.87 
MICC The Magnum Ice Cream Company N.V.
-0.64%
-$19.44 
PNC The PNC Financial Services Group, Inc.
-0.62%
-$4,176.93 
FLS Flowserve Corporation
-0.61%
-$31.5 
IWV ISHARES RUSSELL 3000 ETF
-0.6%
-$69.53 
IWB iShares Russell 1000 ETF
-0.59%
-$275.88 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$132,951.45 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$230.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.57%
-$142.88 
MYRG Myr Group Inc.
-0.56%
-$56 
VSNT Versant Media Group, Inc.
-0.55%
-$0.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$506.25 
TMUS T-Mobile US, Inc.
-0.52%
-$150.49 
FE FirstEnergy Corp.
-0.51%
-$23 
VEU Vanguard FTSE All-World ex-US ETF
-0.49%
-$107,651.84 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.48%
-$91.79 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.48%
-$8.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.47%
-$1,880.25 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.46%
-$58.2 
GLW Corning Incorporated
-0.44%
-$1,067.5 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$145.32 
CSX CSX Corporation
-0.43%
-$495.44 
KGC Kinross Gold Corporation
-0.42%
-$9.61 
FDX FedEx Corporation
-0.41%
-$3,614.29 
VGT Vanguard Information Technology ETF
-0.41%
-$1,526.56 
CHTR Charter Communications Inc
-0.41%
-$13.08 
FDVV Fidelity High Dividend ETF
-0.4%
-$138.25 
UPS United Parcel Service, Inc.
-0.37%
-$11 
HLNE Hamilton Lane Inc.
-0.37%
-$231.04 
SMIN iShares MSCI India Small-Cap ETF
-0.37%
-$79.04 
IWS iShares Russell Mid-Cap Value ETF
-0.35%
-$69.61 
VB Vanguard Small-Cap ETF
-0.34%
-$674.98 
EFA iShares MSCI EAFE ETF
-0.32%
-$55.11 
INFL Horizon Kinetics Inflation Beneficiaries ETF
-0.31%
-$30.96 
IWD iShares Russell 1000 Value ETF
-0.3%
-$122.18 
UL Unilever PLC Sponsored American Depositary Receipt
-0.29%
-$129.96 
WMT Walmart Inc.
-0.28%
-$4,856.64 
XEL Xcel Energy Inc.
-0.28%
-$55 
URNM Sprott Uranium Miners ETF
-0.27%
-$3.25 
MDLZ Mondelez International, Inc.
-0.24%
-$54.9 
VIG Vanguard Dividend Appreciation ETF
-0.24%
-$375.63 
PLD Prologis Inc.
-0.23%
-$1,785 
NOW ServiceNow, Inc.
-0.23%
-$174 
KMI Kinder Morgan, Inc.
-0.23%
-$399.98 
TDVG T. Rowe Price Dividend Growth ETF
-0.21%
-$5,351.74 
PG Procter & Gamble Co
-0.19%
-$3,220.74 
FTS Fortis Inc.
-0.19%
-$8.47 
DNN Denison Mines Corp.
-0.17%
-$0.76 
NI NiSource Inc.
-0.16%
-$8.85 
IWP iShares Russell Mid-Cap Growth ETF
-0.12%
-$19.04 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$3,525.72 
SCHD Schwab U.S. Dividend Equity ETF
-0.1%
-$38.26 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.09%
-$12,731.39 
DHS WisdomTree U.S. High Dividend Fund
-0.09%
-$15,824.5 
CAPL CrossAmerica Partners L.P.
-0.07%
-$17.41 
PFE Pfizer Inc.
-0.06%
-$56.59 
CGMU Capital Group Municipal Income ETF
-0.06%
-$5,944.35 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$50.8 
VO Vanguard Mid-Cap ETF
-0.04%
-$57.12 
KVUE Kenvue Inc.
-0.03%
-$1.32 
MSTR Strategy Inc.
-0.02%
-$24 
VGK Vanguard FTSE Europe ETF
-0.01%
-$1.93 Events
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Dividends
Dividend Analysis
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| Trades 1998 | Longs Won 1366/1998 68% | Profit Factor 19.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $339,718.55 |
| Average Win $47,973.68 | Best Trade (Jul 13) $9.48M | Sharpe Ratio -97.77 |
| Average Loss -$5,394.94 | Worst Trade (Jul 14) -$505,872.83 | Z-Score 19.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 3d | Expectancy $31,092.31 |
| 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% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
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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