Alexander Becker Portfolio
Invests via Codex Capital Asset Management L.L.C. | Managed by Alexander Becker
Invests via Codex Capital Asset Management L.L.C.
Managed by Alexander Becker
Automatically Tracked
Alexander Becker Profile
Seasoned investor and operator focused on technology and industrial growth investments, with hands-on experience in deal structuring, operational turnarounds and board-level governance. Alexander Becker brings prior experience across private equity, corporate development and capital markets, and is active in sourcing growth-stage opportunities and structuring minority and control investments. Skilled at value-creation programs, M&A execution and fundraising, he is frequently engaged as an adviser to scaling companies and investor syndicates.
Seasoned investor and operator focused on technology and industrial growth investments, with hands-on experience in deal structuring, operational turnarounds and board-level governance. Alexander Becker brings prior experience across private equity, corporate development and capital markets, and is active in sourcing growth-stage opportunities and structuring minority and control investments. Skilled at value-creation programs, M&A execution and fundraising, he is frequently engaged as an adviser to scaling companies and investor syndicates.
Investment Philosophy & Strategy
Deploys a pragmatic, operationally focused growth equity approach targeting technology and select industrials. Prioritizes minority and control positions where active governance and hands-on value creation can accelerate scale — using rigorous due diligence, unit economics analysis and structured earn-outs or carve-outs to align incentives. Mid-to-long term horizon with disciplined risk controls, staged capital tranches and exit planning via strategic sale or IPO. Sources deals through corporate development networks and board roles.
Deploys a pragmatic, operationally focused growth equity approach targeting technology and select industrials. Prioritizes minority and control positions where active governance and hands-on value creation can accelerate scale — using rigorous due diligence, unit economics analysis and structured earn-outs or carve-outs to align incentives. Mid-to-long term horizon with disciplined risk controls, staged capital tranches and exit planning via strategic sale or IPO. Sources deals through corporate development networks and board roles.
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:
46.53%
Gain -1.24%
Monthly
1.48%
Yearly
19.25%
Drawdown
22.25%
$290.14M
Equity
Holdings
$290.14M
Investment
$204.38M
$86.78M
Profit -$3.03M
Realized
$1.02M
Unrealized
$85.76M
Dividends
$2.53M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.24%
Profit
-$3.03M
Win %
81%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$3.03M
Win %
81%
This Month
Compared to last month
Gain
0.87%
Profit
$2.49M
Win %
81%
This Year
Compared to last year
Gain
1.67%
Profit
$4.77M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.66M 
ETN Eaton Corporation plc
+7.32%
+$563,369 
GOOG Alphabet Inc
+6.88%
+$805,098.5 
GOOGL Alphabet Inc
+6.73%
+$827,120.7 
META Meta Platforms Inc Class A
+3.28%
+$439,524.58 
MSFT Microsoft Corp.
+3.02%
+$513,473.62 
NVDA NVIDIA Corporation
+2.93%
+$1.12M 
GE General Electric Company
+1.42%
+$270,991.14 
TDY Teledyne Technologies Incorporated
+0.98%
+$19,809.06 
RYCEY Rolls-Royce Holdings plc
+0.97%
+$73,530 
GEV GE Vernova Inc.
+0.85%
+$171,368.82 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$90,086.29 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$30,103.2 
HON Honeywell International Inc.
+0.47%
+$19,978.55 
AVGO Broadcom Inc.
+0.37%
+$30,240 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$65,527.8 
JPM JPMorgan Chase & Co.
+0.27%
+$26,367 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,745.95 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 8344
83443Q103
0%
$0 4384
43849R105
0%
$0 
AAPL Apple Inc.
-7.35%
-$73,560 
NXPI NXP Semiconductors N.V.
-6.53%
-$88,000 
SHOP Shopify Inc.
-4.29%
-$107,625 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$50,298.32 
BA Boeing Company
-2.15%
-$138,039.71 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$15,502 
MA Mastercard Incorporated
-0.74%
-$60,350.06 
LLY Eli Lilly and Company
-0.53%
-$95,965.15 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$32,913.15 
AXP American Express Company
-0.38%
-$2,412.98 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$1,764 
V Visa Inc. Class A
-0.04%
-$2,488.88 Events
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Dividends
Dividend Analysis
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| Trades 128 | Longs Won 86/128 67% | Profit Factor 7.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.28M |
| Average Win $1.16M | Best Trade (Aug 28) $20.84M | Sharpe Ratio -9.34 |
| Average Loss -$310,210.52 | Worst Trade (Sep 29) -$2.63M | Z-Score 4.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $678,007.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 935 | 842 | 748 | 655 | 561 | 468 | 374 | 281 | 187 | 94 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 4384 43849R105 | 17,525 | $3.87M | $3.87M | - | - | - | 0.0 |
| 8344 83443Q103 | 7,500 | $664,500 | $664,500 | - | - | - | 0.0 |
| AAPL Apple Inc. | 3,000 | $631,860 | $926,730 | - | $294,870 | 46.67% | -7.354% |
| AMZN Amazon.com Inc | 45,900 | $8.87M | $12.47M | - | $3.6M | 40.53% | +15.321% |
| AVGO Broadcom Inc. | 21,000 | $6.03M | $8.17M | - | $2.14M | 35.51% | +0.371% |
| AXP American Express Company | 1,900 | $640,927 | $638,875 | - | -$2,052 | -0.32% | -0.376% |
| BA Boeing Company | 29,000 | $5.82M | $6.27M | - | $452,590 | 7.78% | -2.155% |
| BRK-B Berkshire Hathaway Inc. | 35,230 | $15.99M | $18.02M | - | $2.03M | 12.7% | +0.365% |
| ETN Eaton Corporation plc | 19,900 | $7.12M | $8.26M | - | $1.14M | 16.08% | +7.317% |
| GE General Electric Company | 53,875 | $8.63M | $19.4M | - | $10.77M | 124.91% | +1.417% |
| GEHC GE HealthCare Technologies Inc. | 26,197 | $2.04M | $1.78M | - | -$259,350.68 | -12.71% | -2.745% |
| GEV GE Vernova Inc. | 20,622 | $4.55M | $20.42M | - | $15.87M | 348.61% | +0.846% |
| GOOG Alphabet Inc | 35,050 | $6.43M | $12.5M | - | $6.07M | 94.44% | +6.884% |
| GOOGL Alphabet Inc | 36,810 | $6.81M | $13.11M | - | $6.3M | 92.45% | +6.734% |
| HON Honeywell International Inc. | 17,525 | $6.86M | $4.26M | - | -$2.6M | -37.92% | +0.471% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 22,050 | $1.98M | $2.47M | - | $483,569.17 | 24.38% | -0.071% |
| ISRG Intuitive Surgical, Inc. | 4,850 | $2.47M | $1.71M | - | -$756,915.03 | -30.64% | +0.102% |
| JPM JPMorgan Chase & Co. | 28,050 | $6.81M | $9.87M | - | $3.06M | 44.98% | +0.268% |
| LLY Eli Lilly and Company | 15,655 | $14.41M | $17.99M | - | $3.58M | 24.83% | -0.531% |
| MA Mastercard Incorporated | 14,200 | $6.27M | $8.14M | - | $1.87M | 29.76% | -0.736% |
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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 Alexander Becker?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.99M, GE Vernova Inc - $1.67M, JPMorgan Chase & Co - $1.58M, Eli Lilly and Company - $992,941.11, and Meta Platforms Inc Class A - $477,466.79. 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: Regeneron Pharmaceuticals, Inc - $3.01M, Merck & Co., Inc - $1.32M, Boston Scientific Corporation - $1.09M, 000000000 - $915,577.55, and Roper Technologies Inc - $591,700. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alexander Becker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.53M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $385,000, Microsoft Corp - $264,472, SPDR S&P 500 ETF Trust - $251,918.26, Eli Lilly and Company - $211,094.8, and Honeywell International Inc - $179,515.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alexander Becker's monthly returns?
Alexander Becker's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Alexander Becker's strategy be considered aggressive or moderate?
Alexander Becker's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Alexander Becker's strategy?
Alexander Becker's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
