LM
Lucas Mosher Portfolio
Invests via SP Asset Management LLC | Managed by Sandeep Pandya
Invests via SP Asset Management LLC
Managed by Sandeep Pandya
Automatically Tracked
Lucas Mosher Profile
Lucas Mosher is an accomplished entrepreneur and business leader known for his innovative approach to technology commercialization. With a strong background in software development, he has co-founded several successful startups that leverage emerging technologies to address market needs. His track record in navigating complex growth environments positions him as a significant player within the tech industry. Mosher's leadership in scaling operations while fostering strategic partnerships underscores his capacity for building value-driven companies. He continues to influence the startup ecosystem through mentorship and active engagement with new ventures.
Lucas Mosher is an accomplished entrepreneur and business leader known for his innovative approach to technology commercialization. With a strong background in software development, he has co-founded several successful startups that leverage emerging technologies to address market needs. His track record in navigating complex growth environments positions him as a significant player within the tech industry. Mosher's leadership in scaling operations while fostering strategic partnerships underscores his capacity for building value-driven companies. He continues to influence the startup ecosystem through mentorship and active engagement with new ventures.
Investment Philosophy & Strategy
In the realm of technology-driven innovation, Lucas Mosher exemplifies a dynamic entrepreneurial spirit. His emphasis on leveraging emerging technologies sets him apart as he identifies market gaps ripe for disruption. With a proven ability to navigate intricate growth landscapes, his startups focus on transforming ideas into viable solutions that resonate with current consumer demands. This proactive engagement not only enhances operational efficiency but also cultivates strategic partnerships that propel expansion and scalability within competitive sectors. Through mentorship and involvement in nascent ventures, he continually contributes to shaping the future of tech entrepreneurship.
In the realm of technology-driven innovation, Lucas Mosher exemplifies a dynamic entrepreneurial spirit. His emphasis on leveraging emerging technologies sets him apart as he identifies market gaps ripe for disruption. With a proven ability to navigate intricate growth landscapes, his startups focus on transforming ideas into viable solutions that resonate with current consumer demands. This proactive engagement not only enhances operational efficiency but also cultivates strategic partnerships that propel expansion and scalability within competitive sectors. Through mentorship and involvement in nascent ventures, he continually contributes to shaping the future of tech entrepreneurship.
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:
40.57%
Gain +0.01%
Monthly
1.24%
Yearly
15.96%
Drawdown
12.87%
$1.26B
Equity
Holdings
$1.26B
Investment
$729.18M
$672.56M
Profit +$169,149.86
Realized
$136.13M
Unrealized
$536.44M
Dividends
$46.86M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$169,149.86
Win %
84%
This Week
Compared To Last Week
Gain
0.01%
Profit
$169,149.86
Win %
84%
This Month
Compared to last month
Gain
-2.69%
Profit
-$34.97M
Win %
84%
This Year
Compared to last year
Gain
-1.56%
Profit
-$17.93M
Win %
83%
INTC Intel Corporation
+6.51%
+$102,400.16 
KLAC KLA Corporation
+5.55%
+$89,886.65 
AMD Advanced Micro Devices, Inc.
+4.73%
+$1M 
ANET Arista Networks, Inc.
+4.37%
+$53,680.48 
QCOM QUALCOMM Incorporated
+4.32%
+$791,105.94 
CMG Chipotle Mexican Grill, Inc.
+3.14%
+$9,800 
AMAT Applied Materials, Inc.
+2.64%
+$258,377.67 
FRSH Freshworks Inc. Class A Common Stock
+2.44%
+$35,077.5 
JPM JPMorgan Chase & Co.
+2.31%
+$18,704.04 
AXP American Express Company
+2.18%
+$234,771.34 
PM Philip Morris International Inc.
+1.95%
+$248,744.98 
CTSH Cognizant Technology Solutions Corporation
+1.93%
+$40,544.46 
TSLA Tesla, Inc.
+1.82%
+$22,211.28 
SMH VanEck Semiconductor ETF
+1.73%
+$5,801.53 
ET Energy Transfer L.P.
+1.65%
+$9,662.7 
WFC Wells Fargo & Company
+1.61%
+$362,334.56 
BAC Bank of America Corporation
+1.56%
+$329,980.28 
ADI Analog Devices, Inc.
+1.37%
+$417,986.08 
XLF Financial Select Sector SPDR Fund
+1.37%
+$18,391.68 
TXN Texas Instruments Inc
+1.35%
+$4,759.67 
ABBV AbbVie Inc.
+1.32%
+$669,105.04 
IBN ICICI Bank Limited Sponsored ADR
+1.2%
+$11,135.52 
UI Ubiquiti Inc.
+1.2%
+$4,363.89 
ABNB Airbnb, Inc.
+1.08%
+$2,956.77 
JNJ Johnson & Johnson
+1.07%
+$225,618.04 
DELL Dell Technologies Inc.
+1.05%
+$7,630.24 
V Visa Inc. Class A
+1.05%
+$63,423.68 
SSO ProShares Ultra S&P500
+1.03%
+$35,079.84 
IWD iShares Russell 1000 Value ETF
+0.98%
+$2,714.25 
VO Vanguard Mid-Cap ETF
+0.97%
+$403,139.63 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$7,511.39 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$6,935.06 
PG Procter & Gamble Co
+0.86%
+$51,014.63 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$19,807.95 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$12,038.9 
XLE Energy Select Sector SPDR Fund
+0.75%
+$147,437.11 
SBUX Starbucks Corporation
+0.74%
+$57,136.12 
MO Altria Group, Inc.
+0.74%
+$7,138.04 
UNH UnitedHealth Group Incorporated
+0.73%
+$409,280.85 
HD The Home Depot, Inc.
+0.73%
+$99,015.14 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$4,051.09 
MA Mastercard Incorporated
+0.71%
+$7,130.85 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$648,826.12 
VB Vanguard Small-Cap ETF
+0.7%
+$210,652.52 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$2,268.24 
COST Costco Wholesale Corporation
+0.68%
+$2,177.81 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$7,753.41 
IAK iShares U.S. Insurance ETF
+0.68%
+$17,484.93 
AVUS Avantis U.S. Equity ETF
+0.65%
+$1,482.56 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$21,243.63 
VGT Vanguard Information Technology ETF
+0.58%
+$4,829.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$10,701.7 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$8,602.82 
IVV iShares Core S&P 500 ETF
+0.55%
+$6,355.89 
VOO Vanguard S&P 500 ETF
+0.55%
+$66,357.9 
HON Honeywell International Inc.
+0.54%
+$28,877.73 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$7,334.4 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$12,740.04 
GOOGL Alphabet Inc
+0.53%
+$279,583.89 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$5,655.33 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,485.12 
IYY iShares Dow Jones U.S. ETF
+0.47%
+$1,896.74 
GOOG Alphabet Inc
+0.45%
+$93,609.6 
IXN iShares Global Tech ETF
+0.42%
+$26,132.28 
PEP PepsiCo, Inc.
+0.38%
+$15,510.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,378.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$918 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$1,021.02 
XOM Exxon Mobil Corporation
+0.28%
+$32,955.78 
NTNX Nutanix, Inc.
+0.2%
+$14,019.3 
SKYY First Trust Cloud Computing ETF
+0.18%
+$2,642.44 
VGK Vanguard FTSE Europe ETF
+0.18%
+$520.32 
VUG Vanguard Growth ETF
+0.18%
+$109,648.8 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$5,353.9 
NVDA NVIDIA Corporation
+0.16%
+$20,625.6 
MSFT Microsoft Corp.
+0.1%
+$36,001.5 
IBB iShares Biotechnology ETF
+0.1%
+$7,066.99 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,625.79 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$106.56 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,172.79 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$524.05 
ORCL Oracle Corporation
+0.02%
+$3,149.04 
ICSH iShares Short Treasury Bond ETF
0%
$0 
LH
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
WISA Wisa Technologies Inc.
0%
$0 
ADBE Adobe Inc.
-6.75%
-$30,668.49 
RBRK Rubrik, Inc.
-4.56%
-$145,500.32 
LLY Eli Lilly and Company
-2.41%
-$77,421.36 
PLTR Palantir Technologies Inc.
-2.36%
-$5,098.5 
NKE Nike, Inc. - Class B
-2.24%
-$61,549.71 
SHOP Shopify Inc.
-2.02%
-$5,575 
ABT Abbott Laboratories
-1.64%
-$186,695.88 
AAPL Apple Inc.
-1.52%
-$1M 
CLMT Calumet, Inc.
-1.43%
-$6,500 
MRK Merck & Co., Inc.
-1.42%
-$197,490.97 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$4,801.52 
TWLO Twilio Inc.
-1.23%
-$4,699 
AMZN Amazon.com Inc
-1.23%
-$392,592.35 
NFLX Netflix, Inc.
-1.14%
-$24,614.31 
LC LendingClub Corporation
-1.04%
-$4,941.93 
AVGO Broadcom Inc.
-0.91%
-$34,825.03 
UAN CVR Partners L.P.
-0.82%
-$6,822.48 
OPEN Opendoor Technologies Inc.
-0.67%
-$300 
CSCO Cisco Systems, Inc.
-0.6%
-$7,125.55 
MDLZ Mondelez International, Inc.
-0.58%
-$21,380.45 
BSX Boston Scientific Corporation
-0.55%
-$962 
SNPS Synopsys, Inc.
-0.53%
-$8,812.8 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$3,951.29 
RBLX Roblox Corporation
-0.41%
-$1,583.1 
CRM Salesforce Inc
-0.34%
-$13,032.32 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$3,949.09 
META Meta Platforms Inc Class A
-0.26%
-$494,914.51 
IGV iShares Expanded Tech-Software Sector ETF
-0.24%
-$96,218.32 
IYH iShares U.S. Healthcare ETF
-0.2%
-$13,312.13 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$48,115.91 
VHT Vanguard Health Care ETF
-0.12%
-$13,589.46 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$1,588.8 Events
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Dividends
Dividend Analysis
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| Trades 1518 | Longs Won 1175/1518 77% | Profit Factor 19.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.43M |
| Average Win $602,962.76 | Best Trade (Jun 14) $151.35M | Sharpe Ratio -14.72 |
| Average Loss -$107,341.39 | Worst Trade (Sep 30) -$11.34M | Z-Score 22.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 4d | Expectancy $443,057.24 |
| 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% | 0.25% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
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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