Bryce Maxwell Portfolio
Invests via Westerkirk Capital Inc. | Managed by Bryce Maxwell
Invests via Westerkirk Capital Inc.
Managed by Bryce Maxwell
Automatically Tracked
An experienced growth-stage investor and operator, Bryce Maxwell brings a background in scaling SaaS and fintech businesses, strategic capital allocation, and board-level operational leadership. Focus areas include enterprise software, payments and B2B platforms; typical involvement spans seed to growth equity, product-market fit acceleration and exit preparation for strategic sale or IPO.
An experienced growth-stage investor and operator, Bryce Maxwell brings a background in scaling SaaS and fintech businesses, strategic capital allocation, and board-level operational leadership. Focus areas include enterprise software, payments and B2B platforms; typical involvement spans seed to growth equity, product-market fit acceleration and exit preparation for strategic sale or IPO.
Investment Philosophy & Strategy
Combines operator-led, growth-stage investing with a bias toward SaaS, payments and B2B platforms, prioritizing businesses with clear unit economics and scalable go-to-market engines. Deploys capital to accelerate product-market fit and commercialization, mixes seed through growth-equity checks, and takes active board roles to drive metrics, cost-efficient scaling and exit preparation oriented toward strategic sale or IPO.
Combines operator-led, growth-stage investing with a bias toward SaaS, payments and B2B platforms, prioritizing businesses with clear unit economics and scalable go-to-market engines. Deploys capital to accelerate product-market fit and commercialization, mixes seed through growth-equity checks, and takes active board roles to drive metrics, cost-efficient scaling and exit preparation oriented toward strategic sale or IPO.
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:
18.57%
Gain -0.33%
Monthly
1.1%
Yearly
14.05%
Drawdown
8.62%
$1.05B
Equity
Holdings
$1.05B
Investment
$922.07M
$150.22M
Profit -$3.03M
Realized
$23.68M
Unrealized
$126.54M
Dividends
$20.59M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$3.03M
Win %
64%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$7.58M
Win %
64%
This Month
Compared to last month
Gain
0.65%
Profit
$6.82M
Win %
64%
This Year
Compared to last year
Gain
1.06%
Profit
$10.98M
Win %
62%
HONA Honeywell Aerospace Inc.
+3.48%
+$5,772.06 
IDXX IDEXX Laboratories, Inc.
+2.7%
+$29,156 
NEM Newmont Corporation
+2.27%
+$11,540.44 
TTE TotalEnergies SE
+2.25%
+$597 
JPM JPMorgan Chase & Co.
+2.25%
+$133,895.32 
LMT Lockheed Martin Corporation
+2.23%
+$56,026.75 
EQT EQT Corporation
+2.21%
+$4,680.6 
PEP PepsiCo, Inc.
+2.16%
+$35,372.93 
AIG American International Group Inc.
+2.12%
+$13,930.56 
EXE Expand Energy Corporation
+2.12%
+$3,840 
CCEP Coca-Cola Europacific Partners PLC
+2.03%
+$2,899 
HSY The Hershey Company
+1.95%
+$4,935.02 
PGR Progressive Corporation
+1.9%
+$36,450 
GE General Electric Company
+1.89%
+$5,333.6 
TJX The TJX Companies, Inc.
+1.88%
+$342,940.32 
HD The Home Depot, Inc.
+1.84%
+$41,472.97 
PSA Public Storage Common Stock
+1.82%
+$27,025.51 
RF Regions Financial Corporation
+1.81%
+$5,742 
AEE Ameren Corporation
+1.78%
+$35,977.5 
CDE Coeur Mining, Inc.
+1.75%
+$3,618 
BLK BlackRock, Inc.
+1.7%
+$46,171.93 
WTW Willis Towers Watson Public Limited Company
+1.67%
+$8,396.1 
ACGL Arch Capital Group Ltd
+1.61%
+$8,800 
EXC Exelon Corporation
+1.6%
+$5,665.08 
ATO Atmos Energy Corporation
+1.58%
+$100,065.79 
MSI Motorola Solutions, Inc.
+1.54%
+$42,945.77 
IMO Imperial Oil Limited
+1.53%
+$16,275.6 
KO The Coca-Cola Company
+1.52%
+$72,622.2 
SLF Sun Life Financial Inc.
+1.5%
+$20,602.8 
ED Consolidated Edison, Inc.
+1.49%
+$46,084 
EOG EOG Resources, Inc.
+1.47%
+$9,653.5 
ROST Ross Stores, Inc.
+1.43%
+$123,648 
PG Procter & Gamble Co
+1.41%
+$63,935.94 
GRMN Garmin Ltd.
+1.4%
+$78,400 
LIN Linde plc
+1.37%
+$33,318.04 
SLB Schlumberger Limited
+1.34%
+$119,497.3 
FERG Ferguson Enterprises Inc
+1.34%
+$53,022.14 
CL Colgate-Palmolive Company
+1.32%
+$10,986.1 
CBOE Cboe Global Markets Inc.
+1.28%
+$8,296.21 
SU Suncor Energy Inc.
+1.28%
+$41,331.7 
HIG The Hartford Insurance Group, Inc.
+1.26%
+$8,232 
AFL Aflac Inc.
+1.26%
+$11,025.98 
VZ Verizon Communications Inc.
+1.26%
+$10,291.68 
MFC Manulife Financial Corporation
+1.23%
+$29,295 
AWK American Water Works Company, Inc.
+1.21%
+$22,125.6 
MKC McCormick & Company, Incorporated
+1.2%
+$1,375 
MRK Merck & Co., Inc.
+1.18%
+$79,747.5 
FNV Franco-Nevada Corporation
+1.17%
+$8,300.74 
IDU iShares U.S. Utilities ETF
+1.16%
+$10,000.6 
HAL Halliburton Company
+1.14%
+$32,062.5 
NKE Nike, Inc. - Class B
+1.1%
+$2,641.22 
BAC Bank of America Corporation
+1.1%
+$39,820.2 
SCI Service Corporation International
+1.1%
+$24,475 
HSBC HSBC Holdings plc Sponsored ADR
+1.09%
+$4,072.62 
JNJ Johnson & Johnson
+1.06%
+$104,410.12 
LLY Eli Lilly and Company
+1.06%
+$174,596.67 
TRV The Travelers Companies, Inc.
+1.05%
+$14,822.72 
HWM Howmet Aerospace Inc.
+1.05%
+$19,550 
AAPL Apple Inc.
+1.03%
+$480,595.38 
KGC Kinross Gold Corporation
+1.03%
+$5,561.5 
XEL Xcel Energy Inc.
+1.02%
+$32,494 
ACN Accenture plc Class A
+1%
+$58,395.48 
ITW Illinois Tool Works Inc.
+0.99%
+$22,512 
COST Costco Wholesale Corporation
+0.98%
+$56,231.86 
V Visa Inc. Class A
+0.97%
+$169,631.23 
MNST Monster Beverage Corporation
+0.97%
+$8,096 
CME CME Group Inc.
+0.95%
+$17,133.28 
DVN Devon Energy Corporation
+0.92%
+$27,573 
CB Chubb Limited
+0.91%
+$14,766 
RPM RPM International Inc.
+0.91%
+$819 
MRSH Marsh & McLennan Companies, Inc.
+0.9%
+$11,643.42 
DHI D.R. Horton, Inc.
+0.87%
+$3,840.56 
TT Trane Technologies plc
+0.86%
+$18,545.3 
DLTR Dollar Tree, Inc.
+0.83%
+$48,791.1 
BBY Best Buy Co., Inc.
+0.82%
+$19,530 
NVR NVR, Inc.
+0.82%
+$18,276.93 
WELL Welltower Inc.
+0.81%
+$6,560.19 
PHM PulteGroup Inc.
+0.8%
+$20,880 
TXN Texas Instruments Inc
+0.78%
+$93,310 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$82,199.96 
WPM Wheaton Precious Metals Corp.
+0.76%
+$7,335.4 
SPGI S&P Global Inc.
+0.75%
+$15,159.65 
FCX Freeport-McMoRan Inc.
+0.74%
+$8,711.07 
WMT Walmart Inc.
+0.74%
+$54,168.62 
AEM Agnico Eagle Mines Limited
+0.7%
+$10,504.89 
ERIE Erie Indemnity Company
+0.69%
+$1,075.83 
PYPL PayPal Holdings Inc
+0.68%
+$5,772 
APD Air Products and Chemicals, Inc.
+0.67%
+$53,000 
RACE Ferrari N.V.
+0.67%
+$11,470.44 
XOM Exxon Mobil Corporation
+0.65%
+$20,634.18 
CARR Carrier Global Corporation
+0.65%
+$1,417.16 
ZTS Zoetis Inc.
+0.64%
+$29,542.5 
B BARRICK MINING CORP Common Stock (ABR0)
+0.62%
+$5,957.5 
OMC Omnicom Group Inc.
+0.61%
+$1,866.41 
TW Tradeweb Markets Inc.
+0.6%
+$1,474 
AMP Ameriprise Financial, Inc.
+0.59%
+$5,221.46 
WSM Williams-Sonoma, Inc.
+0.58%
+$26,992.5 
FAST Fastenal Co.
+0.58%
+$7,888 
WRB W.R. Berkley Corporation
+0.55%
+$2,296 
RJF Raymond James Financial Inc.
+0.53%
+$2,856 
PLD Prologis Inc.
+0.51%
+$17,680 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.5%
+$39,823.35 
DB Deutsche Bank AG
+0.49%
+$2,953.76 
MA Mastercard Incorporated
+0.48%
+$116,996.96 
GS The Goldman Sachs Group, Inc.
+0.45%
+$1,915.89 
LII Lennox International Inc.
+0.45%
+$1,629.72 
SHW The Sherwin-Williams Company
+0.45%
+$2,818.48 
WM Waste Management, Inc.
+0.42%
+$7,505 
CHD Church & Dwight Co., Inc.
+0.4%
+$913 
ADP Automatic Data Processing Inc.
+0.38%
+$13,320.84 
MCO Moody's Corporation
+0.34%
+$5,220.7 
MMM 3M Company
+0.34%
+$8,456 
CP Canadian Pacific Kansas City Limited
+0.33%
+$26,332 
WST West Pharmaceutical Services, Inc.
+0.28%
+$1,064.66 
CTAS Cintas Corporation
+0.22%
+$3,864.02 
ECL Ecolab Inc.
+0.2%
+$1,475 
GIB CGI Inc.
+0.19%
+$294.79 
MBGL Mobility Global Inc
+0.19%
+$165.55 
TPL Texas Pacific Land Corporation
+0.18%
+$5,996.74 
PH Parker-Hannifin Corporation
+0.15%
+$11,862.9 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$3,136.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$12,379.5 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$32,864.7 
DECK Deckers Outdoor Corporation
+0.05%
+$1,017 
GGG Graco Inc.
+0.04%
+$81 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$53,331.6 
CACI Caci International Inc.
+0.03%
+$91.58 
AVB AvalonBay Communities, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 
WSE Wise Plc
-8.27%
-$32,705 
SNOW Snowflake Inc.
-7.24%
-$31,526.74 
FTNT Fortinet Inc.
-7.12%
-$649,296 
ZS Zscaler Inc.
-6.24%
-$33,244.14 
PLTR Palantir Technologies Inc.
-6.06%
-$20,800.8 
NOW ServiceNow, Inc.
-4.59%
-$18,932.35 
DT Dynatrace, Inc.
-3.95%
-$18,471.6 
NTAP NetApp, Inc.
-3.6%
-$65,705 
LRCX Lam Research Corporation
-3.58%
-$688,000.31 
EQR Equity Residential
-3.5%
-$22,869 
FN Fabrinet
-3.33%
-$16,653.01 
AMAT Applied Materials, Inc.
-3.22%
-$478,774.36 
FFIV F5 Inc.
-3.17%
-$62,236.11 
CLS Celestica Inc.
-3.12%
-$17,151.12 
CRM Salesforce Inc
-3.06%
-$11,604.62 
ANET Arista Networks, Inc.
-2.94%
-$278,146.2 
KLAC KLA Corporation
-2.83%
-$433,634.08 
TER Teradyne, Inc.
-2.8%
-$52,909.94 
AVGO Broadcom Inc.
-2.62%
-$15,964.83 
ADBE Adobe Inc.
-2.51%
-$168,920.96 
JBL Jabil Inc.
-2.43%
-$31,410.04 
NFLX Netflix, Inc.
-2.36%
-$221,692.9 
FUTU Futu Holdings Limited - ADR
-2.33%
-$5,888 
META Meta Platforms Inc Class A
-2.24%
-$656,150.01 
APP AppLovin Corporation Class A Common Stock
-2.23%
-$55,645.36 
INTU Intuit Inc.
-2.05%
-$65,572.1 
CHKP Check Point Software Technologies Ltd.
-2.03%
-$3,360.01 
EWY iShares MSCI South Korea ETF
-1.98%
-$437,751.03 
ADSK Autodesk, Inc.
-1.94%
-$53,963.62 
CDNS Cadence Design Systems, Inc.
-1.92%
-$59,913.91 
CSCO Cisco Systems, Inc.
-1.7%
-$12,717.87 
NVMI Nova Ltd.
-1.68%
-$1,330.8 
MSFT Microsoft Corp.
-1.67%
-$909,904.87 
GOOGL Alphabet Inc
-1.62%
-$212,182.74 
ETN Eaton Corporation plc
-1.6%
-$129,785.2 
WAT Waters Corporation
-1.54%
-$5,205.23 
EW Edwards Lifesciences Corporation
-1.51%
-$10,240.98 
TMO Thermo Fisher Scientific Inc.
-1.48%
-$174,759.83 
UTHR United Therapeutics Corporation
-1.47%
-$4,652.85 
GOOG Alphabet Inc
-1.45%
-$195,414.39 
FIX Comfort Systems USA, Inc.
-1.45%
-$19,645.2 
UNH UnitedHealth Group Incorporated
-1.43%
-$123,180.51 
SCHW Charles Schwab Corporation
-1.3%
-$26,230 
IBM International Business Machines Corporation
-1.13%
-$5,165.69 
ULTA Ulta Beauty Inc.
-1.12%
-$35,973.56 
TSLA Tesla, Inc.
-1.11%
-$4,980.42 
DE Deere & Company
-1.06%
-$4,199.84 
BABA Alibaba Group Holding Limited SP ADR
-1.01%
-$3,665.76 
CSGP CoStar Group, Inc.
-1%
-$4,032 
CTSH Cognizant Technology Solutions Corporation
-0.94%
-$10,332 
EME EMCOR Group, Inc.
-0.9%
-$7,189.32 
VWO Vanguard FTSE Emerging Markets ETF
-0.89%
-$774,969.82 
VRTX Vertex Pharmaceuticals Incorporated
-0.78%
-$21,445.94 
ROL Rollins, Inc.
-0.74%
-$1,575 
GILD Gilead Sciences Inc.
-0.7%
-$28,126.17 
LOGI Logitech International S.A.
-0.65%
-$1,496 
SPOT Spotify Technology S.A.
-0.65%
-$1,809.44 
SFM Sprouts Farmers Market, Inc.
-0.58%
-$1,395.03 
MELI MercadoLibre, Inc.
-0.57%
-$2,430.12 
RMD ResMed Inc.
-0.57%
-$2,877 
EXPD Expeditors International of Washington, Inc.
-0.55%
-$3,300 
SMIN iShares MSCI India Small-Cap ETF
-0.55%
-$1,899.24 
UBER Uber Technologies, Inc.
-0.51%
-$2,820.72 
AMZN Amazon.com Inc
-0.49%
-$7,021.74 
AZN AstraZeneca PLC American Depositary Shares
-0.46%
-$22,121.04 
MDT Medtronic plc
-0.42%
-$1,958 
VOO Vanguard S&P 500 ETF
-0.39%
-$28,221.9 
NVO Novo Nordisk A/S Sponsored ADR
-0.34%
-$287.28 
NVDA NVIDIA Corporation
-0.33%
-$140,124.96 
ODFL Old Dominion Freight Line, Inc.
-0.31%
-$2,301 
CBRE CBRE Group Inc.
-0.27%
-$3,034.08 
CMG Chipotle Mexican Grill, Inc.
-0.18%
-$9,341.75 
LULU lululemon athletica inc.
-0.17%
-$2,680.85 
DXCM DexCom, Inc.
-0.14%
-$732 
TROW T. Rowe Price Group, Inc.
-0.11%
-$495 
SUNB Sunbelt Rentals Holdings, Inc.
-0.1%
-$624 
PAYX Paychex Inc.
-0.06%
-$462 
ABT Abbott Laboratories
-0.04%
-$553.32 
GWW W.W. Grainger, Inc.
-0.03%
-$520.7 Events
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Dividends
Dividend Analysis
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No Data
| Trades 784 | Longs Won 493/784 62% | Profit Factor 3.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $410,124.09 | Best Trade (Oct 16) $16.06M | Sharpe Ratio -84.77 |
| Average Loss -$178,595.39 | Worst Trade (Oct 15) -$6.11M | Z-Score 2.26 (97.62%) |
| Commissions $0 | Avg. Trade Length 8m 3w 4d | Expectancy $191,607.04 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,882 | 5,294 | 4,706 | 4,118 | 3,529 | 2,941 | 2,353 | 1,765 | 1,176 | 588 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 136,146 | $29.37M | $47.04M | - | $17.68M | 60.19% | +1.032% |
| ABT Abbott Laboratories | 12,296 | $1.54M | $1.29M | - | -$253,973.88 | -16.49% | -0.043% |
| ACGL Arch Capital Group Ltd | 5,500 | $500,775 | $555,005 | - | $54,230 | 10.83% | +1.611% |
| ACN Accenture plc Class A | 25,896 | $7.45M | $5.88M | - | -$1.56M | -21% | +1.003% |
| ADBE Adobe Inc. | 26,728 | $9.92M | $6.56M | - | -$3.36M | -33.9% | -2.511% |
| ADP Automatic Data Processing Inc. | 12,334 | $3.51M | $3.54M | - | $24,097.93 | 0.69% | +0.378% |
| ADSK Autodesk, Inc. | 11,325 | $3.15M | $2.72M | - | -$430,785.12 | -13.66% | -1.944% |
| AEE Ameren Corporation | 19,500 | $2.2M | $2.06M | - | -$144,982.5 | -6.58% | +1.778% |
| AEM Agnico Eagle Mines Limited | 8,019 | $953,699.61 | $1.51M | - | $560,848.92 | 58.81% | +0.698% |
| AFL Aflac Inc. | 7,400 | $780,404 | $884,596 | - | $104,192 | 13.35% | +1.262% |
| AGG iShares Core U.S. Aggregate Bond ETF | 117,900 | $11.82M | $11.26M | - | -$558,256.5 | -4.72% | +0.11% |
| AIG American International Group Inc. | 8,292 | $651,253.35 | $669,993.6 | - | $18,740.25 | 2.88% | +2.123% |
| AMAT Applied Materials, Inc. | 34,606 | $7.49M | $14.4M | - | $6.91M | 92.33% | -3.217% |
| AMP Ameriprise Financial, Inc. | 1,764 | $941,499.41 | $891,772.58 | - | -$49,726.83 | -5.28% | +0.589% |
| AMZN Amazon.com Inc | 5,640 | $1.21M | $1.43M | - | $216,675.02 | 17.86% | -0.489% |
| ANET Arista Networks, Inc. | 51,036 | $5.98M | $9.19M | - | $3.21M | 53.76% | -2.937% |
| APD Air Products and Chemicals, Inc. | 26,500 | $7.47M | $7.91M | - | $438,309.98 | 5.86% | +0.674% |
| APP AppLovin Corporation Class A Common Stock | 8,939 | $4.13M | $2.44M | - | -$1.69M | -40.88% | -2.229% |
| ATO Atmos Energy Corporation | 38,561 | $6.32M | $6.42M | - | $105,002.47 | 1.66% | +1.583% |
| AVB AvalonBay Communities, Inc. | 4,100 | $827,693 | $754,646 | - | -$73,047 | -8.83% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Bryce Maxwell?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $4.16M, Vanguard S&P 500 ETF - $2.97M, Caterpillar Inc - $2.96M, Shopify Inc - $2.68M, and Royal Bank of Canada - $2.66M. 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: Nike, Inc. - Class B - $3.2M, QUALCOMM Incorporated - $1.48M, Oklo Inc - $1.37M, Gartner Inc - $785,990.9, and Abbott Laboratories - $749,782.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bryce Maxwell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.59M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $4.16M, Vanguard FTSE Emerging Markets ETF - $2.08M, iShares Core U.S. Aggregate Bond ETF - $1.99M, Vanguard Short-Term Treasury Fund - $1.06M, and Vanguard Total Bond Market Index Fund - $719,814.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bryce Maxwell's monthly returns?
Bryce Maxwell's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Bryce Maxwell's strategy be considered aggressive or moderate?
Bryce Maxwell's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Bryce Maxwell's strategy?
Bryce Maxwell's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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