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:
48.57%
Gain -1.29%
Monthly
1.45%
Yearly
18.82%
Drawdown
22.25%
$293.61M
Equity
Holdings
$293.61M
Investment
$204.38M
$90.25M
Profit -$3.32M
Realized
$1.02M
Unrealized
$89.23M
Dividends
$2.87M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.29%
Profit
-$3.32M
Win %
81%
This Week
Compared To Last Week
Gain
-1.77%
Profit
-$5.28M
Win %
81%
This Month
Compared to last month
Gain
0.08%
Profit
$218,761.4
Win %
81%
This Year
Compared to last year
Gain
2.88%
Profit
$8.23M
Win %
74%
JPM JPMorgan Chase & Co.
+0.93%
+$87,235.5 
BRK-B Berkshire Hathaway Inc.
+0.74%
+$137,397 
GE General Electric Company
+0.74%
+$124,451.25 
HON Honeywell International Inc.
+0.63%
+$23,308.25 
BA Boeing Company
+0.58%
+$31,900 
V Visa Inc. Class A
+0.41%
+$29,157.56 
LLY Eli Lilly and Company
+0.4%
+$78,275.16 
NXPI NXP Semiconductors N.V.
+0.25%
+$3,135.02 
AAPL Apple Inc.
+0.21%
+$2,160 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 8344
83443Q103
0%
$0 4384
43849R105
0%
$0 
SHOP Shopify Inc.
-5.33%
-$194,545 
META Meta Platforms Inc Class A
-4.1%
-$750,274.05 
AVGO Broadcom Inc.
-3.87%
-$279,719.79 
GOOGL Alphabet Inc
-2.55%
-$327,977.1 
ETN Eaton Corporation plc
-2.53%
-$202,980.2 
MSFT Microsoft Corp.
-2.47%
-$502,918 
GOOG Alphabet Inc
-2.43%
-$293,543.75 
QQQ Invesco QQQ Trust, Series 1
-2.37%
-$116,988.9 
AMZN Amazon.com Inc
-2.08%
-$243,040.04 
VRTX Vertex Pharmaceuticals Incorporated
-1.95%
-$33,396.7 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.54%
-$37,374.75 
RYCEY Rolls-Royce Holdings plc
-1.45%
-$101,703.6 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$112,862.62 
SPY SPDR S&P 500 ETF Trust
-1.17%
-$152,167.06 
NVDA NVIDIA Corporation
-0.97%
-$410,707.5 
GEHC GE HealthCare Technologies Inc.
-0.95%
-$17,551.99 
TDY Teledyne Technologies Incorporated
-0.4%
-$7,656.91 
ISRG Intuitive Surgical, Inc.
-0.29%
-$5,965.45 
MA Mastercard Incorporated
-0.24%
-$20,732 
AXP American Express Company
-0.1%
-$570 
GEV GE Vernova Inc.
-0.06%
-$12,166.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 128 | Longs Won 86/128 67% | Profit Factor 7.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.25M |
| Average Win $1.2M | Best Trade (Oct 14) $20.33M | Sharpe Ratio -10.44 |
| Average Loss -$313,770.32 | Worst Trade (Sep 29) -$2.63M | Z-Score 3.64 (99.97%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w | Expectancy $705,085.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 935 | 842 | 748 | 655 | 561 | 468 | 374 | 281 | 187 | 94 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | 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 | $1.03M | - | $396,300 | 62.72% | +0.211% |
| AMZN Amazon.com Inc | 45,900 | $8.87M | $11.45M | - | $2.58M | 29.09% | -2.078% |
| AVGO Broadcom Inc. | 21,000 | $6.03M | $6.95M | - | $918,432 | 15.22% | -3.868% |
| AXP American Express Company | 1,900 | $640,927 | $595,783 | - | -$45,144 | -7.04% | -0.096% |
| BA Boeing Company | 29,000 | $5.82M | $5.51M | - | -$310,400 | -5.34% | +0.583% |
| BRK-B Berkshire Hathaway Inc. | 35,230 | $15.99M | $18.66M | - | $2.67M | 16.67% | +0.742% |
| ETN Eaton Corporation plc | 19,900 | $7.12M | $7.81M | - | $688,739 | 9.68% | -2.534% |
| GE General Electric Company | 53,875 | $8.63M | $16.93M | - | $8.31M | 96.33% | +0.74% |
| GEHC GE HealthCare Technologies Inc. | 26,197 | $2.04M | $1.83M | - | -$215,863.58 | -10.57% | -0.952% |
| GEV GE Vernova Inc. | 20,622 | $4.55M | $19.09M | - | $14.54M | 319.42% | -0.064% |
| GOOG Alphabet Inc | 35,050 | $6.43M | $11.8M | - | $5.37M | 83.48% | -2.428% |
| GOOGL Alphabet Inc | 36,810 | $6.81M | $12.53M | - | $5.71M | 83.9% | -2.551% |
| HON Honeywell International Inc. | 17,525 | $6.86M | $3.71M | - | -$3.15M | -45.89% | +0.632% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 22,050 | $1.98M | $2.38M | - | $401,212.42 | 20.23% | -1.543% |
| ISRG Intuitive Surgical, Inc. | 4,850 | $2.47M | $2.07M | - | -$401,409.98 | -16.25% | -0.287% |
| JPM JPMorgan Chase & Co. | 28,050 | $6.81M | $9.5M | - | $2.69M | 39.56% | +0.927% |
| LLY Eli Lilly and Company | 15,655 | $14.41M | $19.67M | - | $5.26M | 36.54% | +0.399% |
| MA Mastercard Incorporated | 14,200 | $6.27M | $8.73M | - | $2.46M | 39.21% | -0.237% |
No 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 Alexander Becker?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.03M, GE Vernova Inc - $1.67M, JPMorgan Chase & Co - $1.63M, Eli Lilly and Company - $1.02M, and Meta Platforms Inc Class A - $490,518.29. 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 $2.87M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $431,282.5, Microsoft Corp - $298,779, SPDR S&P 500 ETF Trust - $283,782.82, Eli Lilly and Company - $238,177.95, and Honeywell International Inc - $191,782.56. 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.
2026 © Marketlog. All Rights Reserved.
