Drew Hartman Portfolio
Invests via Warther Private Wealth LLC | Managed by Kyle Patrick Mulligan, Warther Private Wealth LLC
Invests via Warther Private Wealth LLC
Managed by Kyle Patrick Mulligan, Warther Private Wealth LLC
Automatically Tracked
Drew Hartman Profile
Drew Hartman has built a notable career as an investor-operator, leveraging his expertise to foster growth across multiple sectors. His background in technology startups equips him with the insight needed to identify emerging trends and capitalise on innovative opportunities. Previously leading strategic initiatives at various firms, he combines operational prowess with investment acumen to enhance portfolio performance. With a keen focus on fostering entrepreneurship, Hartman's engagement extends beyond mere investments; he is also active in mentoring next-generation business leaders. This unique blend of skills not only marks his relevance in today’s competitive landscape but also positions him as a key player for those navigating the crossroads of innovation and investment.
Drew Hartman has built a notable career as an investor-operator, leveraging his expertise to foster growth across multiple sectors. His background in technology startups equips him with the insight needed to identify emerging trends and capitalise on innovative opportunities. Previously leading strategic initiatives at various firms, he combines operational prowess with investment acumen to enhance portfolio performance. With a keen focus on fostering entrepreneurship, Hartman's engagement extends beyond mere investments; he is also active in mentoring next-generation business leaders. This unique blend of skills not only marks his relevance in today’s competitive landscape but also positions him as a key player for those navigating the crossroads of innovation and investment.
Investment Philosophy & Strategy
Innovation drives strategic initiatives in Drew Hartman's investment approach, emphasizing a keen ability to spot high-potential startups that are shaping future landscapes. Leveraging his operational experience, he assesses companies not only on their financial metrics but also on their transformative potential within the technology sector. The emphasis on mentoring young entrepreneurs reflects a commitment to cultivating ecosystems that foster breakthrough ideas and scalable solutions. By integrating hands-on involvement with ventures, this investor-operator champions sustainable growth while navigating the complexities of evolving markets.
Innovation drives strategic initiatives in Drew Hartman's investment approach, emphasizing a keen ability to spot high-potential startups that are shaping future landscapes. Leveraging his operational experience, he assesses companies not only on their financial metrics but also on their transformative potential within the technology sector. The emphasis on mentoring young entrepreneurs reflects a commitment to cultivating ecosystems that foster breakthrough ideas and scalable solutions. By integrating hands-on involvement with ventures, this investor-operator champions sustainable growth while navigating the complexities of evolving markets.
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:
102.24%
Gain +0.87%
Monthly
1.19%
Yearly
15.25%
Drawdown
26.21%
$449.79M
Equity
Holdings
$449.79M
Investment
$413.04M
$138.57M
Profit +$3.42M
Realized
$101.82M
Unrealized
$36.74M
Dividends
$13.62M
Goals
Avg. 86% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.87%
Profit
$3.42M
Win %
69%
This Week
Compared To Last Week
Gain
0.77%
Profit
$3.42M
Win %
69%
This Month
Compared to last month
Gain
-2.9%
Profit
-$13.45M
Win %
69%
This Year
Compared to last year
Gain
3.58%
Profit
$15.54M
Win %
72%
FTNT Fortinet Inc.
+9.04%
+$1.43M 
NOW ServiceNow, Inc.
+7.69%
+$1.25M 
NFLX Netflix, Inc.
+3.76%
+$634,816.5 
COKE Coca-Cola Consolidated Inc.
+3.36%
+$23,814 
MCK McKesson Corporation
+3.23%
+$331,028.68 
GOOGL Alphabet Inc
+3.08%
+$579,910.68 
GOOG Alphabet Inc
+2.97%
+$40,625.81 
CMG Chipotle Mexican Grill, Inc.
+2.53%
+$297,848.05 
EXPE Expedia Group, Inc.
+2.38%
+$248,868 
ISRG Intuitive Surgical, Inc.
+2.38%
+$6,174.08 
MSFT Microsoft Corp.
+2.27%
+$72,047.25 
LLY Eli Lilly and Company
+2.04%
+$391,939.06 
SPGI S&P Global Inc.
+1.85%
+$4,484 
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$8,455.4 
EL The Estée Lauder Companies Inc. Class A
+1.77%
+$37,146.84 
FICO Fair Isaac Corporation
+1.76%
+$357,697.78 
COST Costco Wholesale Corporation
+1.58%
+$6,711.12 
UNH UnitedHealth Group Incorporated
+1.32%
+$267,846.35 
UBER Uber Technologies, Inc.
+1.27%
+$261,006.2 
NVO Novo Nordisk A/S Sponsored ADR
+1.18%
+$209,647.74 
V Visa Inc. Class A
+1.05%
+$7,759.98 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$3,884.65 
AXP American Express Company
+0.89%
+$13,890.24 
ULTA Ulta Beauty Inc.
+0.56%
+$45,691.93 
AAPL Apple Inc.
+0.54%
+$33,657.56 
MELI MercadoLibre, Inc.
+0.34%
+$93,045.97 
FDX FedEx Corporation
+0.27%
+$1,584.24 
BABA Alibaba Group Holding Limited SP ADR
+0.21%
+$38,528.72 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$931,254.63 
AMAT Applied Materials, Inc.
-6.73%
-$33,249.85 
DRAM Roundhill Memory ETF
-6.56%
-$25,923.75 
AVGO Broadcom Inc.
-4.79%
-$734,713.98 
MU Micron Technology, Inc.
-4.76%
-$11,154 
CAT Caterpillar Inc.
-4.15%
-$34,024 
NVDA NVIDIA Corporation
-2.85%
-$125,187.19 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$7,920 
EQT EQT Corporation
-1.76%
-$210,472.5 
BN Brookfield Corporation
-1.66%
-$293,499.54 
FISV Fiserv, Inc.
-1.45%
-$257,913.75 
AMZN Amazon.com Inc
-1.22%
-$200,231.52 
NU Nu Holdings Ltd.
-1.06%
-$240,883.8 
XOM Exxon Mobil Corporation
-0.85%
-$125,317.3 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$4,987.5 
VO Vanguard Mid-Cap ETF
-0.43%
-$2,275 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$4,061.73 
VOO Vanguard S&P 500 ETF
-0.34%
-$19,946.72 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,239.99 
VUG Vanguard Growth ETF
-0.16%
-$839.98 Events
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Dividends
Dividend Analysis
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| Trades 1424 | Longs Won 810/1424 56% | Profit Factor 2.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $733,828.04 |
| Average Win $279,368.37 | Best Trade (Aug 15) $6.92M | Sharpe Ratio -9.47 |
| Average Loss -$142,871.63 | Worst Trade (Sep 09) -$12.87M | Z-Score -9.94 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy $97,307.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,145 | 2,830 | 2,516 | 2,201 | 1,887 | 1,572 | 1,258 | 943 | 629 | 314 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,803 | $3.67M | $6.28M | - | $2.61M | 70.98% | +0.539% |
| AMAT Applied Materials, Inc. | 1,082 | $292,618.23 | $460,672.32 | - | $168,054.09 | 57.43% | -6.732% |
| AMZN Amazon.com Inc | 63,768 | $12.53M | $16.17M | - | $3.65M | 29.11% | -1.223% |
| ASML ASML Holding N.V. New York Registry Shares | 7,896 | $7.64M | $12.48M | - | $4.83M | 63.25% | -6.945% |
| AVGO Broadcom Inc. | 42,420 | $12.44M | $14.62M | - | $2.18M | 17.56% | -4.785% |
| AXP American Express Company | 4,823 | $1.21M | $1.58M | - | $374,203.26 | 31.04% | +0.887% |
| BABA Alibaba Group Holding Limited SP ADR | 163,952 | $17.92M | $17.96M | - | $33,923.22 | 0.19% | +0.215% |
| BN Brookfield Corporation | 462,204 | $19.26M | $17.37M | - | -$1.89M | -9.81% | -1.661% |
| BRK-B Berkshire Hathaway Inc. | 770 | $306,966.8 | $396,869.55 | - | $89,902.75 | 29.29% | +0.988% |
| CAT Caterpillar Inc. | 1,001 | $496,731.63 | $785,364.58 | - | $288,632.95 | 58.11% | -4.152% |
| CMG Chipotle Mexican Grill, Inc. | 325,517 | $12.19M | $12.08M | - | -$104,996.9 | -0.86% | +2.528% |
| COKE Coca-Cola Consolidated Inc. | 3,675 | $706,629 | $731,655.75 | - | $25,026.75 | 3.54% | +3.364% |
| COST Costco Wholesale Corporation | 468 | $412,842.85 | $430,143.48 | - | $17,300.63 | 4.19% | +1.585% |
| DRAM Roundhill Memory ETF | 6,690 | $494,056.5 | $369,455.25 | - | -$124,601.25 | -25.22% | -6.557% |
| EL The Estée Lauder Companies Inc. Class A | 21,597 | $1.66M | $2.13M | - | $476,769.84 | 28.76% | +1.771% |
| EQT EQT Corporation | 221,550 | $13.32M | $11.77M | - | -$1.55M | -11.66% | -1.757% |
| EXPE Expedia Group, Inc. | 37,200 | $8.59M | $10.7M | - | $2.11M | 24.53% | +2.382% |
| FDX FedEx Corporation | 1,886 | $590,563.18 | $589,997.38 | - | -$565.8 | -0.1% | +0.269% |
| FICO Fair Isaac Corporation | 20,581 | $26.63M | $20.64M | - | -$6M | -22.51% | +1.764% |
| FISV Fiserv, Inc. | 343,885 | $33.69M | $17.48M | - | -$16.21M | -48.12% | -1.454% |
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FAQ
Which stocks have generated the highest profits for Drew Hartman?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $17.25M, Apple Inc - $10.19M, Fortinet Inc - $9.57M, UnitedHealth Group Incorporated - $7.83M, and NVIDIA Corporation - $7.81M. 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: JD.com Inc - $2.66M, Uipath Inc - $2.39M, Novo Nordisk A/S Sponsored ADR - $2.08M, FedEx Corporation - $1.6M, and Super Micro Computer Inc - $1.59M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Drew Hartman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.62M earned over time. The largest contributors to dividend income include UnitedHealth Group Incorporated - $1.1M, Novo Nordisk A/S Sponsored ADR - $1.01M, Charles Schwab Corporation - $755,046.45, Taiwan Semiconductor Manufacturing Company Limited - $676,217.76, and Alibaba Group Holding Limited SP ADR - $502,818.3. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Drew Hartman's monthly returns?
Drew Hartman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Drew Hartman's strategy be considered aggressive or moderate?
Drew Hartman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Drew Hartman's strategy?
Drew Hartman'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.
