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:
55.16%
Gain -1.27%
Monthly
1.57%
Yearly
20.61%
Drawdown
18.69%
$1.28B
Equity
Holdings
$1.28B
Investment
$725.49M
$685.91M
Profit -$16.82M
Realized
$134.78M
Unrealized
$551.13M
Dividends
$49.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.27%
Profit
-$16.82M
Win %
83%
This Week
Compared To Last Week
Gain
-2.12%
Profit
-$27.65M
Win %
83%
This Month
Compared to last month
Gain
0.76%
Profit
$9.67M
Win %
83%
This Year
Compared to last year
Gain
12.71%
Profit
$143.94M
Win %
82%
AMAT Applied Materials, Inc.
+6.49%
+$603,677.3 
INTC Intel Corporation
+5.87%
+$76,699.23 
DELL Dell Technologies Inc.
+5.43%
+$38,373.44 
DVLT Datavault AI Inc.
+4.63%
+$181 
AMD Advanced Micro Devices, Inc.
+4.55%
+$993,766.64 
ANET Arista Networks, Inc.
+4.06%
+$53,994.16 
KLAC KLA Corporation
+4.02%
+$56,044.73 
ORCL Oracle Corporation
+3.62%
+$460,963.17 
SMH VanEck Semiconductor ETF
+3.13%
+$9,643.43 
TXN Texas Instruments Inc
+2.76%
+$9,270.72 
UI Ubiquiti Inc.
+2.65%
+$8,828.15 
TSLA Tesla, Inc.
+2.19%
+$24,743.58 
EEM iShares MSCI Emerging Markets ETF
+2.19%
+$31,468.21 
UNH UnitedHealth Group Incorporated
+2.11%
+$1.23M 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$1.93M 
IXN iShares Global Tech ETF
+2.08%
+$122,467.38 
ADI Analog Devices, Inc.
+1.72%
+$472,633.6 
IBN ICICI Bank Limited Sponsored ADR
+1.61%
+$16,197.12 
VGT Vanguard Information Technology ETF
+1.56%
+$12,722.12 
MRK Merck & Co., Inc.
+1.54%
+$221,167.18 
SNPS Synopsys, Inc.
+1.43%
+$19,828.8 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$20,198.51 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$44,903.18 
QCOM QUALCOMM Incorporated
+1.12%
+$171,587.1 
NVDA NVIDIA Corporation
+1.11%
+$145,668.3 
HON Honeywell International Inc.
+1.02%
+$28,028.38 
AVGO Broadcom Inc.
+0.99%
+$37,344.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.99%
+$2,620.12 
IWF iShares Russell 1000 Growth ETF
+0.98%
+$3,130.2 
JPM JPMorgan Chase & Co.
+0.94%
+$8,213.73 
CSCO Cisco Systems, Inc.
+0.91%
+$9,809.81 
XOM Exxon Mobil Corporation
+0.9%
+$106,909.39 
SSO ProShares Ultra S&P500
+0.87%
+$29,921.04 
IBB iShares Biotechnology ETF
+0.77%
+$59,657.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.77%
+$2,839.71 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.75%
+$2,252.25 
ABBV AbbVie Inc.
+0.72%
+$411,409.18 
WFC Wells Fargo & Company
+0.67%
+$158,010.56 
BAC Bank of America Corporation
+0.59%
+$136,212.79 
VUG Vanguard Growth ETF
+0.57%
+$358,186.08 
RBLX Roblox Corporation
+0.55%
+$2,550.55 
VGK Vanguard FTSE Europe ETF
+0.54%
+$1,544.7 
CMG Chipotle Mexican Grill, Inc.
+0.53%
+$1,750 
NFLX Netflix, Inc.
+0.49%
+$8,734.11 
LLY Eli Lilly and Company
+0.48%
+$15,179.6 
IVV iShares Core S&P 500 ETF
+0.47%
+$5,470.08 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$8,779.55 
IYY iShares Dow Jones U.S. ETF
+0.45%
+$1,834.62 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$10,504.97 
VO Vanguard Mid-Cap ETF
+0.44%
+$182,827.15 
VOO Vanguard S&P 500 ETF
+0.42%
+$51,730.02 
META Meta Platforms Inc Class A
+0.4%
+$890,839.98 
AVUS Avantis U.S. Equity ETF
+0.39%
+$885.92 
SCHX Schwab U.S. Large-Cap ETF
+0.37%
+$1,142.48 
VB Vanguard Small-Cap ETF
+0.35%
+$104,815.48 
DFUS Dimensional U.S. Equity Market ETF
+0.34%
+$3,682.56 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$1,725.46 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$2,340.49 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$6,499.5 
VHT Vanguard Health Care ETF
+0.2%
+$23,981.4 
FDN First Trust Dow Jones Internet Index Fund
+0.13%
+$1,822.68 
IYH iShares U.S. Healthcare ETF
+0.12%
+$8,192.08 
SKYY First Trust Cloud Computing ETF
+0.08%
+$1,211.1 
XLE Energy Select Sector SPDR Fund
+0.07%
+$13,715.08 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$18,902.95 
PFF iShares Preferred and Income Securities ETF
+0.05%
+$1,606.17 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$541.93 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$218.05 
ICSH iShares Short Treasury Bond ETF
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
ADBE Adobe Inc.
-2.68%
-$13,051.75 
RBRK Rubrik, Inc.
-2.15%
-$74,981.76 
CRWD CrowdStrike Holdings, Inc.
-2.05%
-$8,954 
SHOP Shopify Inc.
-1.87%
-$5,825 
MDLZ Mondelez International, Inc.
-1.64%
-$57,207.15 
CRM Salesforce Inc
-1.64%
-$66,325.2 
PANW Palo Alto Networks, Inc.
-1.52%
-$69,194.61 
NTNX Nutanix, Inc.
-1.32%
-$102,340.89 
MO Altria Group, Inc.
-1.32%
-$13,265.98 
FRSH Freshworks Inc. Class A Common Stock
-1.18%
-$20,267 
CTSH Cognizant Technology Solutions Corporation
-1.15%
-$21,091.31 
HD The Home Depot, Inc.
-1%
-$138,121.96 
COST Costco Wholesale Corporation
-0.99%
-$3,032.93 
PG Procter & Gamble Co
-0.95%
-$57,039.98 
BSX Boston Scientific Corporation
-0.93%
-$1,509.6 
AMZN Amazon.com Inc
-0.92%
-$306,382.23 
V Visa Inc. Class A
-0.9%
-$61,809.19 
MA Mastercard Incorporated
-0.84%
-$9,453 
AAPL Apple Inc.
-0.84%
-$611,809.12 
LH Labcorp Holdings Inc.
-0.8%
-$32,049.06 
PM Philip Morris International Inc.
-0.78%
-$106,403.66 
CLMT Calumet, Inc.
-0.76%
-$4,290 
LC Happen Inc.
-0.73%
-$3,641.4 
IAK iShares U.S. Insurance ETF
-0.72%
-$20,270.77 
PLTR Palantir Technologies Inc.
-0.72%
-$1,600.5 
GOOG Alphabet Inc
-0.63%
-$128,858.88 
GOOGL Alphabet Inc
-0.62%
-$317,642.43 
MSFT Microsoft Corp.
-0.61%
-$219,614.64 
IGV iShares Expanded Tech-Software Sector ETF
-0.6%
-$244,919.36 
SBUX Starbucks Corporation
-0.6%
-$47,362.77 
TWLO Twilio Inc.
-0.49%
-$1,849.98 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.48%
-$6,600.96 
BRK-A Berkshire Hathaway Inc.
-0.45%
-$3,289.33 
ABNB Airbnb, Inc.
-0.43%
-$1,321.11 
XLC Communication Services Select Sector SPDR Fund
-0.43%
-$4,035.36 
PEP PepsiCo, Inc.
-0.43%
-$16,659.92 
ABT Abbott Laboratories
-0.42%
-$53,976.7 
UAN CVR Partners L.P.
-0.41%
-$3,594.64 
ET Energy Transfer L.P.
-0.39%
-$2,493.6 
AXP American Express Company
-0.32%
-$38,171.74 
OPEN Opendoor Technologies Inc.
-0.26%
-$115 
JNJ Johnson & Johnson
-0.11%
-$23,538.89 
DGRO iShares Core Dividend Growth ETF
-0.09%
-$305.34 
IWD iShares Russell 1000 Value ETF
-0.07%
-$202.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$1,390.2 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$518.81 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$69.35 Events
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Dividends
Dividend Analysis
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| Trades 1518 | Longs Won 1170/1518 77% | Profit Factor 19.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.72M |
| Average Win $618,365.19 | Best Trade (Jul 20) $179.72M | Sharpe Ratio -9.64 |
| Average Loss -$107,987.03 | Worst Trade (Sep 30) -$11.34M | Z-Score 25.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1d | Expectancy $451,849.66 |
| 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% | 0.44% |
| 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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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 - $9.08M, NVIDIA Corporation - $7.96M, Nutanix, Inc - $7.86M, and AbbVie Inc - $5.07M. 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 - $498,229.14, 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 $49.17M earned over time. The largest contributors to dividend income include AbbVie Inc - $4.86M, iShares Preferred and Income Securities ETF - $3.36M, UnitedHealth Group Incorporated - $3.21M, Meta Platforms Inc Class A - $2.08M, and iShares Short Treasury Bond ETF - $1.89M. 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.
