Angela Kelley Portfolio
Invests via HTLF Bank | Managed by Angela Kelley
Invests via HTLF Bank
Managed by Angela Kelley
Automatically Tracked
Angela Kelley Profile
Seasoned operator and investor with a background in scaling revenue-generating technology and consumer businesses across growth and late-stage cycles. Angela Kelley is known for leading corporate development, product and go-to-market teams to liquidity events and strategic exits, and for making follow-on investments into SaaS, fintech and direct-to-consumer themes. Active on corporate boards and as an angel investor, she emphasizes unit-economics-led expansion, margin improvement and repeatable customer acquisition. Holds graduate business credentials and has worked in both venture and corporate environments, positioning her as a bridge between founders and institutional capital.
Seasoned operator and investor with a background in scaling revenue-generating technology and consumer businesses across growth and late-stage cycles. Angela Kelley is known for leading corporate development, product and go-to-market teams to liquidity events and strategic exits, and for making follow-on investments into SaaS, fintech and direct-to-consumer themes. Active on corporate boards and as an angel investor, she emphasizes unit-economics-led expansion, margin improvement and repeatable customer acquisition. Holds graduate business credentials and has worked in both venture and corporate environments, positioning her as a bridge between founders and institutional capital.
Investment Philosophy & Strategy
Prioritizes investing in revenue-generating SaaS, fintech and direct-to-consumer businesses where repeatable customer acquisition and unit-economics-driven scaling create durable returns. Emphasizes margin expansion, disciplined capital allocation and product-led go-to-market improvements, leaning toward growth and late-stage opportunities with medium-to-long time horizons. Utilizes board roles and operator experience to de-risk execution, structure follow-on capital to support commercialization, and align incentives between founders and institutional investors. Underwrites deals on measurable unit economics, defensible distribution and clear paths to profitable scale.
Prioritizes investing in revenue-generating SaaS, fintech and direct-to-consumer businesses where repeatable customer acquisition and unit-economics-driven scaling create durable returns. Emphasizes margin expansion, disciplined capital allocation and product-led go-to-market improvements, leaning toward growth and late-stage opportunities with medium-to-long time horizons. Utilizes board roles and operator experience to de-risk execution, structure follow-on capital to support commercialization, and align incentives between founders and institutional investors. Underwrites deals on measurable unit economics, defensible distribution and clear paths to profitable scale.
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:
2.6%
Gain
Monthly
0.08%
Yearly
1.02%
Drawdown
26.98%
$1.09B
Equity
Holdings
$1.09B
Investment
$779.89M
$305.12M
Profit -$2.54M
Realized
-$2.48M
Unrealized
$307.6M
Dividends
$57.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.54M
Win %
78%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$2.55M
Win %
78%
This Month
Compared to last month
Gain
-1.8%
Profit
-$19.47M
Win %
78%
This Year
Compared to last year
Gain
5.67%
Profit
$57.02M
Win %
78%
ABT Abbott Laboratories
+11.19%
+$53,656.29 
MCK McKesson Corporation
+5.13%
+$29,348.24 
GIS General Mills, Inc.
+4.54%
+$8,228.61 
ACN Accenture plc Class A
+4.52%
+$7,910.83 
WM Waste Management, Inc.
+4.25%
+$25,561.8 
BSX Boston Scientific Corporation
+4.21%
+$8,943.21 
SYK Stryker Corporation
+4.17%
+$7,999.2 
UNP Union Pacific Corporation
+3.68%
+$25,421.56 
BMI Badger Meter Inc.
+3.65%
+$6,851 
MDT Medtronic plc
+3.6%
+$171,126.1 
PLD Prologis Inc.
+3.52%
+$94,904.65 
MRK Merck & Co., Inc.
+3.51%
+$23,804.9 
UPS United Parcel Service, Inc.
+3.46%
+$163,613.95 
ADBE Adobe Inc.
+3.45%
+$3,640.15 
ADP Automatic Data Processing Inc.
+3.44%
+$8,215.83 
SOLV Solventum Corporation
+3.41%
+$8,111.46 
AVY Avery Dennison Corporation
+3.37%
+$6,205.17 
ROP Roper Technologies Inc.
+3.26%
+$10,944.5 
OZK Bank OZK
+3.2%
+$7,963.47 
UNH UnitedHealth Group Incorporated
+3.12%
+$18,555.92 
NSC Norfolk Southern Corporation
+3.09%
+$23,642.32 
ABBV AbbVie Inc.
+3.01%
+$226,160.08 
SBUX Starbucks Corporation
+3%
+$167,006.7 
MDLZ Mondelez International, Inc.
+2.96%
+$13,347.54 
IBM International Business Machines Corporation
+2.94%
+$14,546.76 
MRSH Marsh & McLennan Companies, Inc.
+2.93%
+$6,296.14 
ADC Agree Realty Corporation
+2.8%
+$41,651.25 
LOW Lowe's Companies Inc.
+2.79%
+$139,126.32 
CL Colgate-Palmolive Company
+2.75%
+$10,531.08 
VZ Verizon Communications Inc.
+2.67%
+$13,556.8 
AMGN Amgen Inc.
+2.67%
+$257,634.21 
TTEK Tetra Tech, Inc.
+2.67%
+$4,275.2 
CMCSA Comcast Corp
+2.66%
+$10,161.84 
MCD McDonald's Corporation
+2.59%
+$63,125.72 
T AT&T Inc.
+2.57%
+$19,484.85 
PEP PepsiCo, Inc.
+2.56%
+$64,805.8 
MA Mastercard Incorporated
+2.46%
+$16,318.4 
KMB Kimberly-Clark Corporation
+2.44%
+$6,474 
MO Altria Group, Inc.
+2.42%
+$7,751.43 
KO The Coca-Cola Company
+2.33%
+$56,766.72 
COST Costco Wholesale Corporation
+2.29%
+$118,992.48 
PSTL Postal Realty Trust, Inc.
+2.26%
+$70,577.46 
MCO Moody's Corporation
+2.24%
+$13,448.17 
URI United Rentals, Inc.
+2.24%
+$29,257.46 
WMT Walmart Inc.
+2.21%
+$252,901.83 
TFC Truist Financial Corporation
+2.04%
+$4,984.2 
HD The Home Depot, Inc.
+1.99%
+$76,969.2 
XLV Health Care Select Sector SPDR Fund
+1.98%
+$4,973.57 
TGT Target Corporation
+1.97%
+$8,285.12 
V Visa Inc. Class A
+1.96%
+$106,007.45 
DIS The Walt Disney Company
+1.92%
+$6,783.42 
MSFT Microsoft Corp.
+1.89%
+$366,394.77 
RWAY Runway Growth Finance Corp
+1.87%
+$9,315.6 
GILD Gilead Sciences Inc.
+1.78%
+$6,571.68 
PG Procter & Gamble Co
+1.76%
+$75,358.11 
BMY Bristol-Myers Squibb Company
+1.74%
+$6,051.66 
ICE Intercontinental Exchange, Inc.
+1.72%
+$6,057.6 
STWD Starwood Property Trust Inc.
+1.71%
+$9,350.57 
SEIC SEI Investments Company
+1.69%
+$4,316 
VNQ Vanguard Real Estate ETF
+1.69%
+$79,548.15 
BXSL Blackstone Secured Lending Fund
+1.59%
+$33,385.12 
MET MetLife Inc.
+1.54%
+$6,966.52 
CB Chubb Limited
+1.5%
+$5,460.7 
NAT Nordic American Tankers Ltd.
+1.46%
+$4,500 
AAPL Apple Inc.
+1.4%
+$472,428.22 
AFL Aflac Inc.
+1.38%
+$5,447.54 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.3%
+$3,483.39 
DE Deere & Company
+1.3%
+$15,222.73 
ILPT Industrial Logistics Properties Trust
+1.3%
+$147,217.25 
ET Energy Transfer L.P.
+1.23%
+$4,266.68 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$184,881.21 
ADM Archer-Daniels-Midland Co
+1.2%
+$4,024.35 
DHR Danaher Corporation
+1.19%
+$5,468.32 
BG Bunge Global S.A.
+1.15%
+$4,446.19 
MMM 3M Company
+1.15%
+$22,987.12 
TRV The Travelers Companies, Inc.
+1.12%
+$9,272.97 
CVX Chevron Corporation
+1.11%
+$108,744.68 
PFE Pfizer Inc.
+1.11%
+$7,494.3 
LLY Eli Lilly and Company
+1.06%
+$10,143 
LNT Alliant Energy Corporation
+0.99%
+$4,032.95 
WFC Wells Fargo & Company
+0.97%
+$35,062.43 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$3,360.15 
XOM Exxon Mobil Corporation
+0.89%
+$26,693.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.85%
+$3,469.45 
DUK Duke Energy Corporation
+0.82%
+$2,592.31 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$3,162.24 
AIZ Assurant Inc.
+0.75%
+$5,567.8 
TSN Tyson Foods Inc.
+0.75%
+$1,686.03 
XEL Xcel Energy Inc.
+0.74%
+$1,855.55 
PFM Invesco Dividend Achievers ETF
+0.72%
+$6,440 
PID Invesco International Dividend Achievers ETF
+0.7%
+$2,319.94 
DFAS Dimensional U.S. Small Cap ETF
+0.69%
+$5,925.92 
COP ConocoPhillips
+0.64%
+$4,871.3 
INCE Franklin Income Equity Focus ETF
+0.63%
+$113,622.43 
VIG Vanguard Dividend Appreciation ETF
+0.61%
+$6,447.59 
AMP Ameriprise Financial, Inc.
+0.58%
+$1,719.46 
HON Honeywell International Inc.
+0.56%
+$3,210.82 
AXP American Express Company
+0.51%
+$10,398.91 
WEC WEC Energy Group Inc.
+0.47%
+$1,523.75 
JNJ Johnson & Johnson
+0.46%
+$58,922.6 
MDY SPDR S&P MidCap 400 ETF Trust
+0.46%
+$1,707.73 
XLB Materials Select Sector SPDR Fund
+0.46%
+$12,644.48 
PETS PetMed Express Inc.
+0.45%
+$540 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$74,150.75 
VTV Vanguard Value ETF
+0.41%
+$340,456.5 
NULV Nuveen ESG Large-Cap Value ETF
+0.41%
+$4,205.46 
LIN Linde plc
+0.4%
+$2,137.92 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$5,821.94 
PNC The PNC Financial Services Group, Inc.
+0.38%
+$1,490.88 
AMZN Amazon.com Inc
+0.37%
+$45,963.18 
ADX Adams Diversified Equity Fund, Inc.
+0.31%
+$19,719.68 
TMO Thermo Fisher Scientific Inc.
+0.3%
+$2,167.06 
IWR iShares Russell Mid-Cap ETF
+0.3%
+$1,307.15 
GOOG Alphabet Inc
+0.28%
+$16,385.92 
AEP American Electric Power Company, Inc.
+0.24%
+$886.4 
GOOGL Alphabet Inc
+0.21%
+$60,113.13 
BAC Bank of America Corporation
+0.18%
+$1,585.21 
LMT Lockheed Martin Corporation
+0.17%
+$423.73 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.15%
+$1,192.6 
IWM iShares Russell 2000 ETF
+0.1%
+$1,237.52 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$4,152.72 
SCHW Charles Schwab Corporation
+0.08%
+$229.92 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$2,871.82 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$766.33 
PLTR Palantir Technologies Inc.
+0.01%
+$57.88 
TBLL Invesco Short Term Treasury ETF
+0.01%
+$799.77 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$21.52 
HTLF Heartland Financial USA Inc.
0%
$0 
PPT Putnam Premier Income Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-5.87%
-$73,283.65 
GE General Electric Company
-5.37%
-$41,389.65 
MS Morgan Stanley
-4.48%
-$232,507.44 
ORCL Oracle Corporation
-4.29%
-$316,312.79 
GS The Goldman Sachs Group, Inc.
-4.28%
-$101,840.99 
AVGO Broadcom Inc.
-4.2%
-$877,746.04 
ETN Eaton Corporation plc
-4.18%
-$11,057.25 
CSCO Cisco Systems, Inc.
-3.56%
-$439,274.52 
TXN Texas Instruments Inc
-3.54%
-$27,620.06 
CAT Caterpillar Inc.
-3.36%
-$28,921.63 
QCOM QUALCOMM Incorporated
-3.33%
-$13,668.98 
CMI Cummins Inc.
-2.94%
-$11,275.75 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-2.9%
-$15,850.94 
DELL Dell Technologies Inc.
-2.79%
-$420,356.71 
ADI Analog Devices, Inc.
-2.68%
-$17,244.09 
NVDA NVIDIA Corporation
-2.56%
-$48,470.86 
KLAC KLA Corporation
-2.54%
-$23,525.2 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$18,746 
AMAT Applied Materials, Inc.
-2.17%
-$53,822.25 
BXMX Nuveen S&P 500 Buy-Write Income Fund
-2.07%
-$16,887.64 
ESGE iShares ESG Aware MSCI EM ETF
-2.03%
-$8,326.17 
IEMG iShares Core MSCI Emerging Markets ETF
-1.88%
-$8,901.23 
VGT Vanguard Information Technology ETF
-1.85%
-$17,550.32 
META Meta Platforms Inc Class A
-1.71%
-$17,200.77 
GLD SPDR Gold Shares
-1.68%
-$9,293.75 
NULG Nuveen ESG Large-Cap Growth ETF
-1.58%
-$15,035.02 
TSLA Tesla, Inc.
-1.51%
-$6,573.88 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$3,971.62 
PANW Palo Alto Networks, Inc.
-1.35%
-$14,100.12 
ING ING Groep N.V. Sponsored ADR
-1.32%
-$135,607.56 
MXI iShares Global Materials ETF
-1.32%
-$31,010.51 
RTX RTX Corporation
-1.2%
-$166,101.06 
VOOG Vanguard S&P 500 Growth ETF
-1.13%
-$32,965.38 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$205,850.45 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$7,878 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$173,237.7 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.05%
-$9,935.44 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1%
-$25,665.75 
VEU Vanguard FTSE All-World ex-US ETF
-0.98%
-$7,053.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$13,496.48 
EFG iShares MSCI EAFE Growth ETF
-0.93%
-$394,195.72 
IBIT iShares Bitcoin Trust
-0.9%
-$1,724.91 
BA Boeing Company
-0.88%
-$5,221.94 
VUG Vanguard Growth ETF
-0.81%
-$728,587.86 
CACI Caci International Inc.
-0.71%
-$2,012.99 
HUBB Hubbell Inc.
-0.69%
-$8,217 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$2,109.9 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.67%
-$6,412.17 
PMM Putnam Managed Municipal Income Trust
-0.61%
-$448 
IGF iShares Global Infrastructure ETF
-0.45%
-$35,246.7 
EFV iShares MSCI EAFE Value ETF
-0.41%
-$212,403.75 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$18,184.04 
JPM JPMorgan Chase & Co.
-0.35%
-$59,696.55 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.33%
-$5,775.24 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.31%
-$1,184.99 
IVV iShares Core S&P 500 ETF
-0.29%
-$20,272 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$26,312.85 
OEF iShares S&P 100 ETF
-0.29%
-$871.56 
NEE NextEra Energy, Inc.
-0.28%
-$1,168.25 
VOO Vanguard S&P 500 ETF
-0.28%
-$2,018.25 
BLK BlackRock, Inc.
-0.25%
-$1,230.42 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$25,792.62 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.25%
-$53,390.38 
IWB iShares Russell 1000 ETF
-0.21%
-$1,951.25 
VXF Vanguard Extended Market ETF
-0.2%
-$2,148.43 
JPC Nuveen Preferred & Income Opportunities Fund
-0.19%
-$235.25 
BNDX Vanguard Total International Bond ETF
-0.18%
-$2,244.51 
TY Tri-Continental Corporation
-0.14%
-$10,885.15 
IDLV Invesco S&P International Developed Low Volatility ETF
-0.14%
-$13,814.97 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$478.5 
ITM VanEck Intermediate Muni ETF
-0.13%
-$76,235.46 
MUB iShares National Muni Bond ETF
-0.13%
-$1,365.26 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$6,172.74 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.09%
-$1,269.05 
MBB iShares MBS ETF
-0.08%
-$3,475.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.08%
-$2,803.72 
NOC Northrop Grumman Corporation
-0.07%
-$230.68 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$8,391.01 
JPIB JPMorgan International Bond ETF
-0.05%
-$539.23 
DNP DNP Select Income Fund Inc.
-0.04%
-$62.75 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$3,068.6 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$1,549.95 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$58.41 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$40.81 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.01%
-$3,210.36 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$78.97 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$105.6 Events
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Dividends
Dividend Analysis
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| Trades 996 | Longs Won 725/996 72% | Profit Factor 38.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.03M |
| Average Win $466,936.99 | Best Trade (Jul 15) $36.23M | Sharpe Ratio -12.46 |
| Average Loss -$32,418.92 | Worst Trade (Jul 10) -$1.92M | Z-Score 6.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w | Expectancy $306,348.24 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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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