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:
3.28%
Gain
Monthly
0.26%
Yearly
3.13%
Drawdown
12.26%
$1.01B
Equity
Holdings
$1.01B
Investment
$908.55M
$131.66M
Profit -$7.63M
Realized
$26.29M
Unrealized
$105.37M
Dividends
$17.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$7.63M
Win %
63%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$10.04M
Win %
63%
This Month
Compared to last month
Gain
-1.27%
Profit
-$13M
Win %
63%
This Year
Compared to last year
Gain
9.37%
Profit
$86.85M
Win %
64%
TRV The Travelers Companies, Inc.
+7.74%
+$95,944.35 
SFM Sprouts Farmers Market, Inc.
+3.34%
+$8,799.42 
LOGI Logitech International S.A.
+3.28%
+$7,238 
AIG American International Group Inc.
+3.08%
+$19,900.8 
GE General Electric Company
+2.54%
+$7,946.15 
CSCO Cisco Systems, Inc.
+2.33%
+$17,410.56 
HIG The Hartford Insurance Group, Inc.
+2.32%
+$15,533 
UNH UnitedHealth Group Incorporated
+2.23%
+$231,401.91 
WRB W.R. Berkley Corporation
+2.23%
+$8,708 
EWY iShares MSCI South Korea ETF
+2.01%
+$445,217.36 
SU Suncor Energy Inc.
+1.98%
+$51,132 
NTAP NetApp, Inc.
+1.94%
+$26,307.5 
FANG Diamondback Energy Inc
+1.76%
+$64,796 
ZS Zscaler Inc.
+1.75%
+$2,354.12 
XOM Exxon Mobil Corporation
+1.7%
+$8,796.9 
UTHR United Therapeutics Corporation
+1.65%
+$5,115.78 
ETN Eaton Corporation plc
+1.52%
+$122,008 
JNJ Johnson & Johnson
+1.37%
+$133,239.78 
ACGL Arch Capital Group Ltd
+1.35%
+$7,425 
CMG Chipotle Mexican Grill, Inc.
+1.34%
+$78,131 
IMO Imperial Oil Limited
+1.29%
+$12,699.9 
FNV Franco-Nevada Corporation
+1.29%
+$7,532.7 
ABT Abbott Laboratories
+1.27%
+$40,485.06 
AFL Aflac Inc.
+1.21%
+$10,989 
SOLS Sollensys Corp
+1.06%
+$315.58 
DVN Devon Energy Corporation
+1.05%
+$27,270 
WELL Welltower Inc.
+1.04%
+$8,746.92 
ERIE Erie Indemnity Company
+1.01%
+$1,500.24 
CAT Caterpillar Inc.
+0.99%
+$68,372.36 
FFIV F5 Inc.
+0.99%
+$17,163.35 
PGR Progressive Corporation
+0.94%
+$17,325 
MPWR Monolithic Power Systems, Inc.
+0.85%
+$27,051.84 
LMT Lockheed Martin Corporation
+0.8%
+$19,424.52 
LLY Eli Lilly and Company
+0.79%
+$117,824.4 
FTNT Fortinet Inc.
+0.77%
+$62,124 
EQT EQT Corporation
+0.74%
+$1,472.78 
DLTR Dollar Tree, Inc.
+0.62%
+$37,896 
SUNB Sunbelt Rentals Holdings, Inc.
+0.61%
+$3,510 
HAL Halliburton Company
+0.6%
+$17,955 
PH Parker-Hannifin Corporation
+0.59%
+$45,676.2 
EA Electronic Arts Inc.
+0.56%
+$6,058 
B BARRICK MINING CORP Common Stock (ABR0)
+0.56%
+$4,646.85 
CP Canadian Pacific Kansas City Limited
+0.52%
+$43,584 
FCX Freeport-McMoRan Inc.
+0.48%
+$4,690.56 
SLF Sun Life Financial Inc.
+0.47%
+$6,722.1 
CACI Caci International Inc.
+0.39%
+$998.99 
MRK Merck & Co., Inc.
+0.36%
+$22,264 
APD Air Products and Chemicals, Inc.
+0.34%
+$27,030 
MFC Manulife Financial Corporation
+0.33%
+$7,866.25 
JPM JPMorgan Chase & Co.
+0.3%
+$18,113.34 
MSI Motorola Solutions, Inc.
+0.29%
+$7,247.84 
IBN ICICI Bank Limited Sponsored ADR
+0.22%
+$889.33 
PYPL PayPal Holdings Inc
+0.18%
+$1,480 
BAC Bank of America Corporation
+0.17%
+$7,335.3 
GRMN Garmin Ltd.
+0.14%
+$6,860 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$11,685.46 
BF-B Brown-Forman Corporation
+0.12%
+$51 
ULTA Ulta Beauty Inc.
+0.12%
+$2,896.85 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$14,583.73 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$2,613.75 
HSBC HSBC Holdings plc Sponsored ADR
+0.1%
+$375.63 
VZ Verizon Communications Inc.
+0.09%
+$736.96 
HON Honeywell International Inc.
+0.08%
+$188.33 
CHKP Check Point Software Technologies Ltd.
+0.07%
+$120 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$45,712.8 
VGSH Vanguard Short-Term Treasury Fund
+0.01%
+$2,987.7 
ADBE Adobe Inc.
+0.01%
+$534.56 
AEM Agnico Eagle Mines Limited
+0.01%
+$80.19 
BAM
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CDNS Cadence Design Systems, Inc.
-9.6%
-$336,691.17 
NFLX Netflix, Inc.
-7.42%
-$684,849.84 
META Meta Platforms Inc Class A
-3.16%
-$815,891.3 
AMAT Applied Materials, Inc.
-3.09%
-$592,448.26 
KO The Coca-Cola Company
-3.08%
-$135,647.89 
IBM International Business Machines Corporation
-3.08%
-$13,163.22 
APP AppLovin Corporation Class A Common Stock
-2.86%
-$103,737.08 
UBER Uber Technologies, Inc.
-2.71%
-$15,533.28 
OMC Omnicom Group Inc.
-2.7%
-$8,646.43 
NVR NVR, Inc.
-2.5%
-$63,128.65 
FAST Fastenal Co.
-2.46%
-$31,280 
IT Gartner Inc.
-2.45%
-$12,918.5 
KLAC KLA Corporation
-2.43%
-$468,745.2 
WAT Waters Corporation
-2.41%
-$6,940.3 
LII Lennox International Inc.
-2.39%
-$13,420.03 
IDXX IDEXX Laboratories, Inc.
-2.3%
-$26,116.02 
EW Edwards Lifesciences Corporation
-2.24%
-$15,169 
MELI MercadoLibre, Inc.
-2.2%
-$4,286.1 
GOOG Alphabet Inc
-2.16%
-$299,283.3 
TSLA Tesla, Inc.
-2.16%
-$10,494.9 
NKE Nike, Inc. - Class B
-2.15%
-$119,059.2 
JKHY Jack Henry & Associates, Inc.
-2.13%
-$5,576 
MSFT Microsoft Corp.
-2.11%
-$764,104.11 
GOOGL Alphabet Inc
-2.11%
-$279,916.93 
DB Deutsche Bank AG
-2.07%
-$13,753.44 
DHI D.R. Horton, Inc.
-2.06%
-$98,592.72 
ACN Accenture plc Class A
-2.04%
-$76,522.68 
MNST Monster Beverage Corporation
-2.02%
-$18,584 
MCO Moody's Corporation
-1.97%
-$32,141.87 
CSGP CoStar Group, Inc.
-1.93%
-$7,371 
NVMI Nova Ltd.
-1.9%
-$2,061.6 
ITW Illinois Tool Works Inc.
-1.89%
-$44,898.08 
EME EMCOR Group, Inc.
-1.83%
-$14,932.5 
CTAS Cintas Corporation
-1.82%
-$31,579.8 
FSV FirstService Corporation
-1.82%
-$2,750 
RMD ResMed Inc.
-1.77%
-$7,539 
NVO Novo Nordisk A/S Sponsored ADR
-1.76%
-$1,925.84 
V Visa Inc. Class A
-1.72%
-$274,069.56 
SPOT Spotify Technology S.A.
-1.7%
-$4,263.22 
TMO Thermo Fisher Scientific Inc.
-1.69%
-$156,060.17 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$1.37M 
CBRE CBRE Group Inc.
-1.64%
-$19,270 
TXN Texas Instruments Inc
-1.63%
-$227,520 
MA Mastercard Incorporated
-1.6%
-$348,224.06 
RACE Ferrari N.V.
-1.56%
-$25,594.4 
ZTS Zoetis Inc.
-1.56%
-$65,880 
PAYX Paychex Inc.
-1.55%
-$11,748 
BABA Alibaba Group Holding Limited SP ADR
-1.55%
-$5,956.86 
TW Tradeweb Markets Inc.
-1.54%
-$3,432 
ADP Automatic Data Processing Inc.
-1.54%
-$45,954.3 
PHM PulteGroup Inc.
-1.49%
-$44,660 
GGG Graco Inc.
-1.49%
-$3,064.5 
SPGI S&P Global Inc.
-1.48%
-$31,974.75 
FUTU Futu Holdings Limited - ADR
-1.47%
-$3,300.5 
SHW The Sherwin-Williams Company
-1.44%
-$9,169.52 
PEP PepsiCo, Inc.
-1.42%
-$25,239.06 
CSL Carlisle Companies Inc.
-1.42%
-$3,533.53 
SE Sea Ltd.
-1.41%
-$4,075.5 
PLTR Palantir Technologies Inc.
-1.38%
-$3,184.32 
PSA Public Storage Common Stock
-1.32%
-$21,484.94 
FIX Comfort Systems USA, Inc.
-1.3%
-$17,816.04 
DECK Deckers Outdoor Corporation
-1.27%
-$31,414 
ODFL Old Dominion Freight Line, Inc.
-1.25%
-$11,544 
NVDA NVIDIA Corporation
-1.23%
-$489,762.34 
AVY Avery Dennison Corporation
-1.22%
-$1,194 
GS The Goldman Sachs Group, Inc.
-1.2%
-$6,268.9 
HSY The Hershey Company
-1.2%
-$3,150 
HD The Home Depot, Inc.
-1.17%
-$29,670.63 
CRM Salesforce Inc
-1.16%
-$3,085.35 
VICI Vici Properties Inc.
-1.12%
-$8,448.5 
DT Dynatrace, Inc.
-1.11%
-$3,665 
VEEV Veeva Systems Inc.
-1.09%
-$4,084.98 
SNOW Snowflake Inc.
-1.08%
-$3,780.1 
LULU lululemon athletica inc.
-1.07%
-$20,039.33 
TROW T. Rowe Price Group, Inc.
-1.07%
-$5,715 
AVB AvalonBay Communities, Inc.
-1.06%
-$8,528 
CCEP Coca-Cola Europacific Partners PLC
-1.03%
-$1,417 
WM Waste Management, Inc.
-1.01%
-$19,394.5 
LRCX Lam Research Corporation
-0.97%
-$215,342.4 
QCOM QUALCOMM Incorporated
-0.96%
-$71,940 
EQR Equity Residential
-0.94%
-$6,484.5 
COST Costco Wholesale Corporation
-0.93%
-$51,644.08 
CME CME Group Inc.
-0.93%
-$14,256.84 
BLK BlackRock, Inc.
-0.84%
-$22,285.75 
LIN Linde plc
-0.82%
-$18,561.69 
CLS Celestica Inc.
-0.8%
-$4,235.49 
SCI Service Corporation International
-0.78%
-$17,050 
RPM RPM International Inc.
-0.75%
-$720 
KGC Kinross Gold Corporation
-0.72%
-$3,745.5 
BALL Ball Corp.
-0.7%
-$1,892 
MDT Medtronic plc
-0.67%
-$2,741.2 
VOO Vanguard S&P 500 ETF
-0.65%
-$45,835 
NEM Newmont Corporation
-0.64%
-$9,612.72 
AMZN Amazon.com Inc
-0.64%
-$9,024 
FERG Ferguson Enterprises Inc
-0.63%
-$25,388.37 
GWW W.W. Grainger, Inc.
-0.59%
-$9,675.9 
TT Trane Technologies plc
-0.57%
-$12,817.4 
ROL Rollins, Inc.
-0.57%
-$1,638 
PPG PPG Industries Inc.
-0.56%
-$1,122 
AVGO Broadcom Inc.
-0.52%
-$3,427.96 
CBOE Cboe Global Markets Inc.
-0.47%
-$2,744.45 
AAPL Apple Inc.
-0.46%
-$206,943.28 
AMP Ameriprise Financial, Inc.
-0.44%
-$4,180.5 
MICC The Magnum Ice Cream Company N.V.
-0.44%
-$471.5 
CL Colgate-Palmolive Company
-0.44%
-$3,692.05 
ANET Arista Networks, Inc.
-0.43%
-$34,628.28 
AZN AstraZeneca PLC American Depositary Shares
-0.42%
-$20,541.24 
EXC Exelon Corporation
-0.42%
-$1,623.71 
CARR Carrier Global Corporation
-0.41%
-$1,137.72 
PLD Prologis Inc.
-0.41%
-$15,006 
WTW Willis Towers Watson Public Limited Company
-0.4%
-$1,924.44 
EXPD Expeditors International of Washington, Inc.
-0.4%
-$2,159.97 
OKLO Oklo Inc.
-0.36%
-$8,880 
MRSH Marsh & McLennan Companies, Inc.
-0.34%
-$4,284.2 
SLB Schlumberger Limited
-0.34%
-$28,623.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.34%
-$7,923.4 
WMT Walmart Inc.
-0.34%
-$24,081.82 
RJF Raymond James Financial Inc.
-0.32%
-$1,870 
APH Amphenol Corporation
-0.29%
-$900 
PG Procter & Gamble Co
-0.28%
-$12,384 
WPM Wheaton Precious Metals Corp.
-0.27%
-$2,023.56 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$20,480.58 
IDU iShares U.S. Utilities ETF
-0.25%
-$1,553.54 
ATO Atmos Energy Corporation
-0.24%
-$16,388.42 
PKG Packaging Corporation of America
-0.18%
-$252 
BBY Best Buy Co., Inc.
-0.17%
-$3,654 
GIB CGI Inc.
-0.16%
-$223.63 
ADSK Autodesk, Inc.
-0.16%
-$2,930.8 
SMIN iShares MSCI India Small-Cap ETF
-0.16%
-$549.78 
WSM Williams-Sonoma, Inc.
-0.12%
-$5,176.64 
GILD Gilead Sciences Inc.
-0.1%
-$726.04 
WST West Pharmaceutical Services, Inc.
-0.09%
-$318.4 
TJX The TJX Companies, Inc.
-0.07%
-$13,119.32 
NOW ServiceNow, Inc.
-0.06%
-$166.56 
TPL Texas Pacific Land Corporation
-0.03%
-$1,063.92 
SPG Simon Property Group, Inc.
-0.01%
-$374.5 
DE Deere & Company
-0.01%
-$47.11 Events
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Dividends
Dividend Analysis
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| Trades 723 | Longs Won 454/723 62% | Profit Factor 3.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.13M |
| Average Win $421,790.42 | Best Trade (Jul 17) $14.66M | Sharpe Ratio -10.8 |
| Average Loss -$222,428.4 | Worst Trade (Jul 10) -$7.74M | Z-Score 1.73 (91.57%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $182,101.81 |
| 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 | 4,566 | 4,110 | 3,653 | 3,196 | 2,740 | 2,283 | 1,826 | 1,370 | 913 | 457 |
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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