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:
17.66%
Gain -1.12%
Monthly
1.16%
Yearly
14.88%
Drawdown
8.62%
$1.04B
Equity
Holdings
$1.04B
Investment
$922.07M
$143.01M
Profit -$10.77M
Realized
$23.7M
Unrealized
$119.31M
Dividends
$17.75M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.12%
Profit
-$10.77M
Win %
66%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$10.88M
Win %
66%
This Month
Compared to last month
Gain
-1.02%
Profit
-$10.77M
Win %
66%
This Year
Compared to last year
Gain
0.36%
Profit
$3.77M
Win %
64%
MNST Monster Beverage Corporation
+99.96%
+$830,944 
EXE Expand Energy Corporation
+5.08%
+$9,440 
SPOT Spotify Technology S.A.
+4.85%
+$12,455.67 
UBER Uber Technologies, Inc.
+4.01%
+$23,261.3 
RMD ResMed Inc.
+3.83%
+$17,031 
NEM Newmont Corporation
+3.79%
+$18,780.64 
DT Dynatrace, Inc.
+3.27%
+$11,728 
ZTS Zoetis Inc.
+2.99%
+$126,945 
NFLX Netflix, Inc.
+2.9%
+$277,924.05 
FTNT Fortinet Inc.
+2.86%
+$228,957 
FERG Ferguson Enterprises Inc
+2.76%
+$122,451.39 
MDT Medtronic plc
+2.58%
+$11,013.75 
TTE TotalEnergies SE
+2.48%
+$639 
NOW ServiceNow, Inc.
+2.05%
+$7,106.56 
MRK Merck & Co., Inc.
+1.82%
+$108,810 
ANET Arista Networks, Inc.
+1.51%
+$145,452.6 
ACN Accenture plc Class A
+1.44%
+$65,516.88 
RJF Raymond James Financial Inc.
+1.43%
+$8,602 
FCX Freeport-McMoRan Inc.
+1.28%
+$14,909.28 
SNOW Snowflake Inc.
+1.27%
+$5,468.8 
CTSH Cognizant Technology Solutions Corporation
+1.11%
+$10,752 
AMP Ameriprise Financial, Inc.
+1%
+$9,790.24 
PAYX Paychex Inc.
+0.95%
+$7,523.99 
GOOGL Alphabet Inc
+0.91%
+$120,499.21 
ABT Abbott Laboratories
+0.75%
+$9,959.76 
WMT Walmart Inc.
+0.72%
+$50,144.67 
TSLA Tesla, Inc.
+0.7%
+$2,856.61 
JPM JPMorgan Chase & Co.
+0.64%
+$40,310.84 
BBY Best Buy Co., Inc.
+0.52%
+$10,836 
COST Costco Wholesale Corporation
+0.52%
+$28,998.2 
EXPD Expeditors International of Washington, Inc.
+0.16%
+$869.97 
EME EMCOR Group, Inc.
+0.1%
+$847.05 
WPM Wheaton Precious Metals Corp.
+0.09%
+$867.31 
NVR NVR, Inc.
+0.09%
+$2,062.08 
GIB CGI Inc.
+0.07%
+$101.65 
VRTX Vertex Pharmaceuticals Incorporated
+0.06%
+$1,674.58 
IDU iShares U.S. Utilities ETF
+0.05%
+$443.55 
SLF Sun Life Financial Inc.
+0.05%
+$698.4 
CLS Celestica Inc.
+0.05%
+$261.48 
MFC Manulife Financial Corporation
+0.04%
+$1,085 
LULU lululemon athletica inc.
+0.04%
+$788.95 
CMG Chipotle Mexican Grill, Inc.
+0.03%
+$1,698.5 
TPL Texas Pacific Land Corporation
+0.03%
+$967.3 
CACI Caci International Inc.
+0.03%
+$99.9 
ERIE Erie Indemnity Company
+0.03%
+$46.05 
WAT Waters Corporation
+0.03%
+$83.72 
ROL Rollins, Inc.
+0.03%
+$63 
ADSK Autodesk, Inc.
+0.02%
+$679.48 
B BARRICK MINING CORP Common Stock (ABR0)
+0.02%
+$238.3 
SFM Sprouts Farmers Market, Inc.
+0.02%
+$71.54 
AEM Agnico Eagle Mines Limited
+0.02%
+$320.68 
WELL Welltower Inc.
+0.02%
+$173.55 
EQT EQT Corporation
+0.02%
+$40.35 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$217.24 
PGR Progressive Corporation
+0.02%
+$360 
CSGP CoStar Group, Inc.
+0.02%
+$63 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$14,761.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$1,137.81 
DB Deutsche Bank AG
+0.01%
+$92.27 
UTHR United Therapeutics Corporation
+0.01%
+$40.98 
ZS Zscaler Inc.
+0.01%
+$48.34 
CP Canadian Pacific Kansas City Limited
+0.01%
+$908 
EXC Exelon Corporation
+0.01%
+$41.66 
HSBC HSBC Holdings plc Sponsored ADR
+0.01%
+$39.54 
AEE Ameren Corporation
+0.01%
+$195 
SU Suncor Energy Inc.
+0.01%
+$213.14 
ADP Automatic Data Processing Inc.
+0.01%
+$246.56 
APD Air Products and Chemicals, Inc.
+0.01%
+$529.74 
TRV The Travelers Companies, Inc.
+0.01%
+$91.69 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$589.5 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$7,618.8 
APP AppLovin Corporation Class A Common Stock
0%
+$88.67 
GRMN Garmin Ltd.
0%
+$195.61 
BLK BlackRock, Inc.
0%
+$24.27 
ATO Atmos Energy Corporation
0%
$0 
CB Chubb Limited
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EQR Equity Residential
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
KGC Kinross Gold Corporation
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NVMI Nova Ltd.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
RPM RPM International Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TW Tradeweb Markets Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
SMIN iShares MSCI India Small-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
WSE Wise Plc
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
MBGL Mobility Global Inc
0%
$0 BAM
BAM
-18.87%
-$44,849 
AMAT Applied Materials, Inc.
-3.16%
-$588,994.47 
DHI D.R. Horton, Inc.
-2.93%
-$13,914.17 
NVDA NVIDIA Corporation
-2.86%
-$1.25M 
KLAC KLA Corporation
-2.71%
-$471,378.6 
CDNS Cadence Design Systems, Inc.
-2.16%
-$70,492.51 
AFL Aflac Inc.
-2.14%
-$19,758 
ODFL Old Dominion Freight Line, Inc.
-1.76%
-$14,859 
AAPL Apple Inc.
-1.62%
-$690,260.22 
LRCX Lam Research Corporation
-1.59%
-$343,134.69 
HIG The Hartford Insurance Group, Inc.
-1.49%
-$10,437 
FIX Comfort Systems USA, Inc.
-1.16%
-$18,093.83 
PEP PepsiCo, Inc.
-0.93%
-$16,443.68 
IBM International Business Machines Corporation
-0.41%
-$1,894.41 
FUTU Futu Holdings Limited - ADR
-0.29%
-$735.99 
KO The Coca-Cola Company
-0.21%
-$9,337.3 
SUNB Sunbelt Rentals Holdings, Inc.
-0.07%
-$468.04 
LII Lennox International Inc.
-0.07%
-$321.9 
FNV Franco-Nevada Corporation
-0.06%
-$443.07 
XOM Exxon Mobil Corporation
-0.06%
-$1,719.19 
MRSH Marsh & McLennan Companies, Inc.
-0.06%
-$760.1 
WSM Williams-Sonoma, Inc.
-0.06%
-$2,588.32 
AVGO Broadcom Inc.
-0.06%
-$415.28 
LLY Eli Lilly and Company
-0.05%
-$8,320.46 
ECL Ecolab Inc.
-0.05%
-$350.03 
META Meta Platforms Inc Class A
-0.05%
-$11,346.32 
HSY The Hershey Company
-0.04%
-$120.02 
PLD Prologis Inc.
-0.04%
-$1,631.73 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$42.56 
CBRE CBRE Group Inc.
-0.04%
-$491.92 
GS The Goldman Sachs Group, Inc.
-0.04%
-$199.94 
MELI MercadoLibre, Inc.
-0.04%
-$159.38 
MKC McCormick & Company, Incorporated
-0.04%
-$50 
AVB AvalonBay Communities, Inc.
-0.04%
-$287 
AZN AstraZeneca PLC American Depositary Shares
-0.04%
-$1,723.74 
MA Mastercard Incorporated
-0.04%
-$7,905.6 
CHKP Check Point Software Technologies Ltd.
-0.04%
-$54 
CTAS Cintas Corporation
-0.03%
-$588.03 
ITW Illinois Tool Works Inc.
-0.03%
-$840 
TJX The TJX Companies, Inc.
-0.03%
-$6,935.72 
WST West Pharmaceutical Services, Inc.
-0.03%
-$119.4 
IMO Imperial Oil Limited
-0.03%
-$328.8 
GWW W.W. Grainger, Inc.
-0.03%
-$456.32 
MCO Moody's Corporation
-0.03%
-$471.72 
FFIV F5 Inc.
-0.03%
-$516.93 
PSA Public Storage Common Stock
-0.03%
-$501.4 
EWY iShares MSCI South Korea ETF
-0.03%
-$7,083.78 
CDE Coeur Mining, Inc.
-0.03%
-$67 
CCEP Coca-Cola Europacific Partners PLC
-0.03%
-$39 
FN Fabrinet
-0.03%
-$201.53 
MSI Motorola Solutions, Inc.
-0.03%
-$795.74 
V Visa Inc. Class A
-0.03%
-$4,361.14 
XEL Xcel Energy Inc.
-0.03%
-$843.87 
ADBE Adobe Inc.
-0.02%
-$1,603.68 
DVN Devon Energy Corporation
-0.02%
-$606 
GILD Gilead Sciences Inc.
-0.02%
-$771.09 
GOOG Alphabet Inc
-0.02%
-$3,129.37 
EOG EOG Resources, Inc.
-0.02%
-$129 
INTU Intuit Inc.
-0.02%
-$679.1 
TMO Thermo Fisher Scientific Inc.
-0.02%
-$2,210 
DECK Deckers Outdoor Corporation
-0.02%
-$452 
JBL Jabil Inc.
-0.02%
-$315.05 
VZ Verizon Communications Inc.
-0.02%
-$183.82 
ACGL Arch Capital Group Ltd
-0.02%
-$110 
LIN Linde plc
-0.02%
-$494.75 
MSFT Microsoft Corp.
-0.02%
-$10,119.28 
ROST Ross Stores, Inc.
-0.02%
-$1,840.37 
SLB Schlumberger Limited
-0.02%
-$1,838.42 
FAST Fastenal Co.
-0.02%
-$272 
LOGI Logitech International S.A.
-0.02%
-$44 
TROW T. Rowe Price Group, Inc.
-0.02%
-$89.99 
PG Procter & Gamble Co
-0.02%
-$719.71 
PYPL PayPal Holdings Inc
-0.02%
-$147.99 
BAC Bank of America Corporation
-0.02%
-$698.6 
CARR Carrier Global Corporation
-0.02%
-$39.93 
HAL Halliburton Company
-0.02%
-$427.5 
AMZN Amazon.com Inc
-0.01%
-$225.66 
AWK American Water Works Company, Inc.
-0.01%
-$274.14 
VOO Vanguard S&P 500 ETF
-0.01%
-$1,133.41 
SHW The Sherwin-Williams Company
-0.01%
-$93.99 
WRB W.R. Berkley Corporation
-0.01%
-$56 
AIG American International Group Inc.
-0.01%
-$82.92 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$49.09 
DXCM DexCom, Inc.
-0.01%
-$61 
GGG Graco Inc.
-0.01%
-$27 
SCI Service Corporation International
-0.01%
-$275.06 
CL Colgate-Palmolive Company
-0.01%
-$90.05 
CME CME Group Inc.
-0.01%
-$187.59 
TER Teradyne, Inc.
-0.01%
-$220.06 
CHD Church & Dwight Co., Inc.
-0.01%
-$22 
CRM Salesforce Inc
-0.01%
-$30.72 
DE Deere & Company
-0.01%
-$36.6 
ED Consolidated Edison, Inc.
-0.01%
-$281 
SCHW Charles Schwab Corporation
-0.01%
-$215 
CSCO Cisco Systems, Inc.
-0.01%
-$68.01 
DLTR Dollar Tree, Inc.
-0.01%
-$473.23 
GE General Electric Company
-0.01%
-$27.12 
HD The Home Depot, Inc.
-0.01%
-$219.24 
PHM PulteGroup Inc.
-0.01%
-$231.77 
TT Trane Technologies plc
-0.01%
-$140.85 
PLTR Palantir Technologies Inc.
-0.01%
-$17.11 
LMT Lockheed Martin Corporation
-0.01%
-$141.98 
MMM 3M Company
-0.01%
-$150.85 
NTAP NetApp, Inc.
-0.01%
-$85.08 
RACE Ferrari N.V.
-0.01%
-$85.69 
SPGI S&P Global Inc.
-0.01%
-$94.55 
UNH UnitedHealth Group Incorporated
-0.01%
-$423.07 
JNJ Johnson & Johnson
0%
-$388.81 
WM Waste Management, Inc.
0%
-$78.92 
ETN Eaton Corporation plc
0%
-$201.6 
ULTA Ulta Beauty Inc.
0%
-$52.72 
PH Parker-Hannifin Corporation
0%
-$80.78 Events
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Dividends
Dividend Analysis
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| Trades 784 | Longs Won 500/784 63% | Profit Factor 3.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $394,571.46 | Best Trade (Sep 02) $13.73M | Sharpe Ratio -84.76 |
| Average Loss -$191,186.67 | Worst Trade (Aug 13) -$5.76M | Z-Score 6.83 (100%) |
| Commissions $0 | Avg. Trade Length 8m 4d | Expectancy $182,414.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 136,146 | $29.37M | $41.97M | - | $12.6M | 42.91% | -1.618% |
| ABT Abbott Laboratories | 12,296 | $1.54M | $1.34M | - | -$204,974.32 | -13.31% | +0.751% |
| ACGL Arch Capital Group Ltd | 5,500 | $500,775 | $541,530 | - | $40,755 | 8.14% | -0.02% |
| ACN Accenture plc Class A | 25,896 | $7.45M | $4.62M | - | -$2.83M | -38.01% | +1.44% |
| ADBE Adobe Inc. | 26,728 | $9.92M | $7.09M | - | -$2.83M | -28.57% | -0.023% |
| ADP Automatic Data Processing Inc. | 12,334 | $3.51M | $3.35M | - | -$165,722.33 | -4.72% | +0.007% |
| ADSK Autodesk, Inc. | 11,325 | $3.15M | $2.82M | - | -$331,747.99 | -10.52% | +0.024% |
| AEE Ameren Corporation | 19,500 | $2.2M | $2.12M | - | -$81,705 | -3.71% | +0.009% |
| AEM Agnico Eagle Mines Limited | 8,019 | $953,699.61 | $1.43M | - | $480,578.73 | 50.39% | +0.022% |
| AFL Aflac Inc. | 7,400 | $780,404 | $902,356 | - | $121,952 | 15.63% | -2.143% |
| AGG iShares Core U.S. Aggregate Bond ETF | 117,900 | $11.82M | $11.51M | - | -$311,845.5 | -2.64% | +0.005% |
| AIG American International Group Inc. | 8,292 | $651,253.35 | $653,160.84 | - | $1,907.49 | 0.29% | -0.013% |
| AMAT Applied Materials, Inc. | 34,606 | $7.49M | $18.07M | - | $10.58M | 141.29% | -3.157% |
| AMP Ameriprise Financial, Inc. | 1,764 | $941,499.41 | $983,482.92 | - | $41,983.51 | 4.46% | +1.005% |
| AMZN Amazon.com Inc | 5,640 | $1.21M | $1.55M | - | $334,692.02 | 27.59% | -0.015% |
| ANET Arista Networks, Inc. | 51,036 | $5.98M | $9.77M | - | $3.8M | 63.48% | +1.511% |
| APD Air Products and Chemicals, Inc. | 26,500 | $7.47M | $8.04M | - | $567,099.71 | 7.59% | +0.007% |
| APP AppLovin Corporation Class A Common Stock | 8,939 | $4.13M | $3.1M | - | -$1.03M | -24.92% | +0.003% |
| ATO Atmos Energy Corporation | 38,561 | $6.32M | $6.56M | - | $245,557.32 | 3.89% | 0.0 |
| AVB AvalonBay Communities, Inc. | 4,100 | $827,693 | $768,668 | - | -$59,025 | -7.13% | -0.037% |
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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 - $3.23M, Caterpillar Inc - $2.96M, Vanguard S&P 500 ETF - $2.95M, 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 - $757,528.68. 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 $17.75M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.23M, iShares Core U.S. Aggregate Bond ETF - $1.95M, Vanguard FTSE Emerging Markets ETF - $1.92M, Vanguard Short-Term Treasury Fund - $851,715.64, and Vanguard Total Bond Market Index Fund - $711,001.09. 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.
