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:
62.6%
Gain +0.84%
Monthly
1.63%
Yearly
21.38%
Drawdown
18.7%
$1.35B
Equity
Holdings
$1.35B
Investment
$725.49M
$755.51M
Profit +$11.3M
Realized
$134.55M
Unrealized
$620.96M
Dividends
$50.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.84%
Profit
$11.3M
Win %
84%
This Week
Compared To Last Week
Gain
0.85%
Profit
$11.3M
Win %
84%
This Month
Compared to last month
Gain
2.46%
Profit
$32.31M
Win %
84%
This Year
Compared to last year
Gain
18.87%
Profit
$213.77M
Win %
83%
RBRK Rubrik, Inc.
+15.78%
+$610,119.44 
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$65,405.98 
PANW Palo Alto Networks, Inc.
+14.16%
+$610,241.86 
RBLX Roblox Corporation
+11.56%
+$46,261.7 
CTSH Cognizant Technology Solutions Corporation
+7.13%
+$175,283.12 
FRSH Freshworks Inc. Class A Common Stock
+6.1%
+$113,027.5 
IGV iShares Expanded Tech-Software Sector ETF
+5.18%
+$2.3M 
ADBE Adobe Inc.
+4.54%
+$23,758.75 
CRM Salesforce Inc
+4.5%
+$259,366.44 
BSX Boston Scientific Corporation
+4.49%
+$7,141 
SHOP Shopify Inc.
+4.17%
+$13,437.5 
PLTR Palantir Technologies Inc.
+4.14%
+$11,434.5 
NFLX Netflix, Inc.
+3.87%
+$79,268.66 
GOOGL Alphabet Inc
+3.09%
+$1.53M 
NTNX Nutanix, Inc.
+3.06%
+$283,189.86 
GOOG Alphabet Inc
+2.97%
+$582,719.17 
SKYY First Trust Cloud Computing ETF
+2.92%
+$50,976.3 
META Meta Platforms Inc Class A
+2.85%
+$6.3M 
TWLO Twilio Inc.
+2.77%
+$11,645.75 
CMG Chipotle Mexican Grill, Inc.
+2.57%
+$9,300 
MO Altria Group, Inc.
+2.3%
+$21,346.78 
MSFT Microsoft Corp.
+2.3%
+$1.02M 
XLC Communication Services Select Sector SPDR Fund
+2.22%
+$21,017.5 
LC Happen Inc.
+2.13%
+$10,404 
LLY Eli Lilly and Company
+2.07%
+$64,070.24 
PM Philip Morris International Inc.
+1.81%
+$243,107.84 
ABBV AbbVie Inc.
+1.7%
+$986,703.89 
COST Costco Wholesale Corporation
+1.61%
+$4,751.3 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$415,864.9 
IYH iShares U.S. Healthcare ETF
+1.37%
+$98,304.96 
VHT Vanguard Health Care ETF
+1.37%
+$170,268.34 
FDN First Trust Dow Jones Internet Index Fund
+1.36%
+$19,897.59 
UNH UnitedHealth Group Incorporated
+1.31%
+$684,891.4 
LH Labcorp Holdings Inc.
+1.18%
+$52,184.66 
V Visa Inc. Class A
+1.06%
+$74,341.75 
IAK iShares U.S. Insurance ETF
+1.05%
+$29,013.14 
HD The Home Depot, Inc.
+1.01%
+$129,385.75 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$945,110.88 
ABT Abbott Laboratories
+0.94%
+$121,923.84 
AXP American Express Company
+0.89%
+$97,455.3 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$6,605.94 
IBB iShares Biotechnology ETF
+0.86%
+$72,337.44 
NKE Nike, Inc. - Class B
+0.65%
+$14,341.68 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$5,021.94 
MA Mastercard Incorporated
+0.6%
+$7,038.37 
JNJ Johnson & Johnson
+0.59%
+$138,569.45 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.57%
+$7,857.59 
AAPL Apple Inc.
+0.55%
+$408,619.27 
PG Procter & Gamble Co
+0.53%
+$30,930.13 
OPEN Opendoor Technologies Inc.
+0.52%
+$146 
MRK Merck & Co., Inc.
+0.52%
+$86,620.15 
SBUX Starbucks Corporation
+0.39%
+$28,568.02 
ABNB Airbnb, Inc.
+0.08%
+$293.58 
PEP PepsiCo, Inc.
+0.07%
+$2,584.87 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$550.57 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$270.96 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
+$9.31 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
AMAT Applied Materials, Inc.
-6.61%
-$533,556.27 
KLAC KLA Corporation
-6.44%
-$78,220.8 
ANET Arista Networks, Inc.
-5.4%
-$84,601.44 
BAC Bank of America Corporation
-5.36%
-$1.29M 
INTC Intel Corporation
-5.32%
-$73,671.6 
DELL Dell Technologies Inc.
-5.15%
-$54,078.36 
AVGO Broadcom Inc.
-4.83%
-$173,776.65 
SMH VanEck Semiconductor ETF
-4.52%
-$14,191.94 
ADI Analog Devices, Inc.
-4.48%
-$1.25M 
ORCL Oracle Corporation
-4.38%
-$690,919.74 
AMD Advanced Micro Devices, Inc.
-3.87%
-$866,672.46 
SNPS Synopsys, Inc.
-3.78%
-$55,135.08 
NVDA NVIDIA Corporation
-2.84%
-$399,942.63 
EEM iShares MSCI Emerging Markets ETF
-2.51%
-$38,486.3 
IXN iShares Global Tech ETF
-2.2%
-$138,855.86 
UAN CVR Partners L.P.
-2.16%
-$21,567.84 
WFC Wells Fargo & Company
-1.93%
-$475,393.84 
TXN Texas Instruments Inc
-1.84%
-$5,848.97 
JPM JPMorgan Chase & Co.
-1.73%
-$15,935.95 
CSCO Cisco Systems, Inc.
-1.69%
-$18,545.9 
DVLT Datavault AI Inc.
-1.59%
-$31 
TSLA Tesla, Inc.
-1.44%
-$16,017.75 
UI Ubiquiti Inc.
-1.33%
-$4,702.51 
VGT Vanguard Information Technology ETF
-1.25%
-$10,884.08 
AMZN Amazon.com Inc
-1.24%
-$421,772.94 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$3,232.12 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$18,593.33 
XLE Energy Select Sector SPDR Fund
-1.15%
-$257,157.75 
CLMT Calumet, Inc.
-1.06%
-$7,865 
XOM Exxon Mobil Corporation
-0.88%
-$117,359.98 
QCOM QUALCOMM Incorporated
-0.87%
-$142,688.22 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$4,613.73 
VGK Vanguard FTSE Europe ETF
-0.73%
-$2,146.31 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$18,260.5 
SSO ProShares Ultra S&P500
-0.69%
-$24,762.24 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$2,117.88 
PFF iShares Preferred and Income Securities ETF
-0.65%
-$20,880.21 
HON Honeywell International Inc.
-0.56%
-$13,650.19 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$19,884.3 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$2,081.53 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$4,163.9 
AVUS Avantis U.S. Equity ETF
-0.51%
-$1,193.26 
ET Energy Transfer L.P.
-0.46%
-$3,117 
IBN ICICI Bank Limited Sponsored ADR
-0.46%
-$4,555.44 
XLF Financial Select Sector SPDR Fund
-0.45%
-$6,513.72 
VO Vanguard Mid-Cap ETF
-0.43%
-$183,246 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$4,208.64 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$8,237.88 
ONEQ Fidelity Nasdaq Composite Index Fund
-0.34%
-$1,051.05 
IVV iShares Core S&P 500 ETF
-0.33%
-$3,978.21 
VOO Vanguard S&P 500 ETF
-0.33%
-$41,384.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$6,285.95 
IYY iShares Dow Jones U.S. ETF
-0.31%
-$1,309.64 
VB Vanguard Small-Cap ETF
-0.31%
-$92,545.42 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$901.68 
VUG Vanguard Growth ETF
-0.17%
-$109,646.61 
MDLZ Mondelez International, Inc.
-0.17%
-$6,067.43 
IWD iShares Russell 1000 Value ETF
-0.03%
-$92.4 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$87.24 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$440.2 Events
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Dividends
Dividend Analysis
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| Trades 1518 | Longs Won 1189/1518 78% | Profit Factor 20.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.28M |
| Average Win $667,947.24 | Best Trade (Sep 14) $185.07M | Sharpe Ratio -9.63 |
| Average Loss -$117,556.01 | Worst Trade (Sep 30) -$11.34M | Z-Score 25.27 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 5d | Expectancy $497,703.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.63% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 223,288 | $33.33M | $74.6M | - | $41.27M | 123.8% | +0.551% |
| ABBV AbbVie Inc. | 226,049 | $36.09M | $59.11M | - | $23.02M | 63.79% | +1.698% |
| ABNB Airbnb, Inc. | 2,097 | $203,131.72 | $357,182.01 | - | $154,050.29 | 75.84% | +0.082% |
| ABT Abbott Laboratories | 127,004 | $14.21M | $13.07M | - | -$1.14M | -8.01% | +0.942% |
| ADBE Adobe Inc. | 2,075 | $762,872.88 | $547,136 | - | -$215,736.88 | -28.28% | +4.54% |
| ADI Analog Devices, Inc. | 73,849 | $12.41M | $26.72M | - | $14.31M | 115.33% | -4.481% |
| AMAT Applied Materials, Inc. | 17,685 | $2.88M | $7.54M | - | $4.66M | 161.78% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 43,377 | $2.97M | $21.52M | - | $18.55M | 624.66% | -3.871% |
| AMZN Amazon.com Inc | 132,633 | $12.53M | $33.64M | - | $21.1M | 168.39% | -1.238% |
| ANET Arista Networks, Inc. | 7,848 | $867,439.87 | $1.48M | - | $614,341.01 | 70.82% | -5.401% |
| AVGO Broadcom Inc. | 9,950 | $1.69M | $3.43M | - | $1.74M | 103.18% | -4.825% |
| AVUS Avantis U.S. Equity ETF | 1,808 | $202,045.46 | $233,213.92 | - | $31,168.46 | 15.43% | -0.509% |
| AXP American Express Company | 33,780 | $5.06M | $11.07M | - | $6.01M | 118.73% | +0.889% |
| BAC Bank of America Corporation | 383,698 | $12.81M | $22.76M | - | $9.96M | 77.77% | -5.36% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 54,193 | $4.96M | $4.96M | - | -$4,795.44 | -0.1% | +0.005% |
| BRK-A Berkshire Hathaway Inc. | 1 | $718,140 | $772,605.94 | - | $54,465.94 | 7.58% | +0.862% |
| BRK-B Berkshire Hathaway Inc. | 187,522 | $73.98M | $96.65M | - | $22.67M | 30.64% | +0.988% |
| BSX Boston Scientific Corporation | 3,700 | $219,503.14 | $166,167 | - | -$53,336.14 | -24.3% | +4.49% |
| CLMT Calumet, Inc. | 13,000 | $204,815 | $730,535 | - | $525,720 | 256.68% | -1.065% |
| CMG Chipotle Mexican Grill, Inc. | 10,000 | $279,245 | $371,300 | - | $92,055 | 32.97% | +2.569% |
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FAQ
Which stocks have generated the highest profits for Lucas Mosher?
The largest contributions to the portfolio's profits come from the following stocks: Meta Platforms Inc Class A - $95.03M, ProShares Ultra S&P500 - $9.1M, NVIDIA Corporation - $7.96M, Nutanix, Inc - $7.86M, and AbbVie Inc - $5.46M. 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: UnitedHealth Group Incorporated - $8.13M, Organon & Co - $4.01M, Nike, Inc. - Class B - $518,569.14, The Kraft Heinz Company - $381,947.68, and LH - $256,963.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lucas Mosher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $50.17M earned over time. The largest contributors to dividend income include AbbVie Inc - $5.25M, iShares Preferred and Income Securities ETF - $3.38M, UnitedHealth Group Incorporated - $3.21M, Meta Platforms Inc Class A - $2.08M, and iShares Short Treasury Bond ETF - $1.92M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lucas Mosher's monthly returns?
Lucas Mosher's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Lucas Mosher's strategy be considered aggressive or moderate?
Lucas Mosher's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lucas Mosher's strategy?
Lucas Mosher'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.
