Michael Koch Portfolio
Invests via Counterweight Ventures, LLC | Managed by Michael Koch
Invests via Counterweight Ventures, LLC
Managed by Michael Koch
Automatically Tracked
Michael Koch Profile
Seasoned private-equity and operating executive with experience scaling mid-market industrial and technology businesses, focused on value creation via operations, commercial growth and disciplined capital structure. Michael Koch has held senior investment and COO roles, directing carve-outs, integrations and portfolio-company transformations across North America and Europe. Market profile: hands-on deal leader oriented to EBITDA expansion, restructuring and strategic M&A execution.
Seasoned private-equity and operating executive with experience scaling mid-market industrial and technology businesses, focused on value creation via operations, commercial growth and disciplined capital structure. Michael Koch has held senior investment and COO roles, directing carve-outs, integrations and portfolio-company transformations across North America and Europe. Market profile: hands-on deal leader oriented to EBITDA expansion, restructuring and strategic M&A execution.
Investment Philosophy & Strategy
Focuses on hands-on operational value creation in mid‑market industrial and technology businesses, prioritizing EBITDA expansion through restructuring, commercial growth and rigorous cost discipline. Prefers control or lead positions and carve-outs where operational playbooks and integration can unlock value. Uses conservative, disciplined leverage and a capital-structure-first underwriting approach, targets 3–5 year value-creation horizons, and drives exits via strategic sale or M&A while partnering closely with management to execute measurable KPI-driven improvements.
Focuses on hands-on operational value creation in mid‑market industrial and technology businesses, prioritizing EBITDA expansion through restructuring, commercial growth and rigorous cost discipline. Prefers control or lead positions and carve-outs where operational playbooks and integration can unlock value. Uses conservative, disciplined leverage and a capital-structure-first underwriting approach, targets 3–5 year value-creation horizons, and drives exits via strategic sale or M&A while partnering closely with management to execute measurable KPI-driven improvements.
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:
64.53%
Gain -0.79%
Monthly
1.57%
Yearly
20.51%
Drawdown
17.3%
$206.56M
Equity
Holdings
$206.56M
Investment
$149.99M
$67.99M
Profit -$1.31M
Realized
$11.42M
Unrealized
$56.57M
Dividends
$6.96M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$1.31M
Win %
77%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$599,192.39
Win %
77%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.31M
Win %
77%
This Year
Compared to last year
Gain
2.85%
Profit
$5.74M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$764,246.35 
GOOG Alphabet Inc
+6.88%
+$462,822.53 
GOOGL Alphabet Inc
+6.73%
+$22,582.35 
META Meta Platforms Inc Class A
+3.28%
+$55,550.53 
MSFT Microsoft Corp.
+3.02%
+$164,842.74 
NVDA NVIDIA Corporation
+2.93%
+$226,104.86 
OIH VanEck Oil Services ETF
+2.39%
+$9,384.11 
CVX Chevron Corporation
+2.35%
+$24,448.68 
CSCO Cisco Systems, Inc.
+2.14%
+$48,242.79 
PANW Palo Alto Networks, Inc.
+1.89%
+$112,618.8 
SHEL Shell plc
+1.62%
+$4,667.25 
VZ Verizon Communications Inc.
+1.52%
+$6,329.4 
LMT Lockheed Martin Corporation
+1.5%
+$7,836.04 
PWR Quanta Services Inc.
+1.43%
+$28,243.21 
GE General Electric Company
+1.42%
+$29,028.12 
IYE iShares U.S. Energy ETF
+0.93%
+$26,613.88 
IBM International Business Machines Corporation
+0.86%
+$3,755.02 
MCD McDonald's Corporation
+0.82%
+$1,707.21 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$11,199.8 
TSLA Tesla, Inc.
+0.76%
+$14,398.24 
MPC Marathon Petroleum Corporation
+0.76%
+$4,509.95 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$65,139.1 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$12,108.8 
VIS Vanguard Industrials ETF
+0.72%
+$7,441.47 
CAT Caterpillar Inc.
+0.7%
+$17,650.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,071.68 
PLTR Palantir Technologies Inc.
+0.65%
+$7,896.78 
STX Seagate Technology Holdings plc
+0.52%
+$7,120.02 
PSX Phillips 66
+0.51%
+$13,041.84 
IYW iShares U.S. Technology ETF
+0.46%
+$21,391.22 
CSX CSX Corporation
+0.42%
+$8,323.77 
RTX RTX Corporation
+0.39%
+$3,200.4 
AVGO Broadcom Inc.
+0.37%
+$15,575.04 
PG Procter & Gamble Co
+0.37%
+$787.05 
MRK Merck & Co., Inc.
+0.32%
+$9,873.45 
JPM JPMorgan Chase & Co.
+0.27%
+$14,086.84 
JNJ Johnson & Johnson
+0.21%
+$872.38 
NUE Nucor Corporation
+0.1%
+$3,524.26 
WM Waste Management, Inc.
+0.1%
+$1,317.8 
WMT Walmart Inc.
+0.09%
+$288.21 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$663,167.92 
MU Micron Technology, Inc.
-5.9%
-$22,923.69 
ETHA iShares Ethereum Trust
-3.03%
-$52,824.64 
IBIT iShares Bitcoin Trust
-2.89%
-$32,376.64 
BCRX BioCryst Pharmaceuticals Inc.
-2.81%
-$16,133 
QCOM QUALCOMM Incorporated
-2.63%
-$7,533.14 
ABBV AbbVie Inc.
-2.51%
-$120,639.62 
KHC The Kraft Heinz Company
-2.01%
-$5,153.19 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$41,113.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$42,688.89 
UNH UnitedHealth Group Incorporated
-1.68%
-$17,293.24 
DWX SPDR S&P International Dividend ETF
-1.26%
-$4,071.75 
NEE NextEra Energy, Inc.
-1.15%
-$5,006.57 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$7,199.16 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$6,437.5 
KO The Coca-Cola Company
-1.02%
-$20,383.2 
XOM Exxon Mobil Corporation
-0.97%
-$7,350.12 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$8,254.06 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,953.92 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$8,806.79 
DUK Duke Energy Corporation
-0.67%
-$20,127.24 
AMGN Amgen Inc.
-0.64%
-$18,924.96 
EFA iShares MSCI EAFE ETF
-0.62%
-$21,645.36 
PEP PepsiCo, Inc.
-0.46%
-$1,269.76 
HD The Home Depot, Inc.
-0.42%
-$10,604.46 
RY Royal Bank of Canada
-0.29%
-$21,934.13 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$7,912.45 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$18,148 
COST Costco Wholesale Corporation
-0.24%
-$8,264.89 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5,607.06 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$8,386.44 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$454.13 
KIM Kimco Realty Corporation
-0.12%
-$411.84 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,349.76 
XLF Financial Select Sector SPDR Fund
-0.1%
-$2,140.44 
V Visa Inc. Class A
-0.04%
-$1,461.08 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,432.15 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$1,109.66 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$343.81 Events
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Dividends
Dividend Analysis
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| Trades 623 | Longs Won 468/623 75% | Profit Factor 14.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $442,156.33 |
| Average Win $156,400.65 | Best Trade (Aug 14) $6.38M | Sharpe Ratio -12.57 |
| Average Loss -$33,610.71 | Worst Trade (Aug 03) -$951,215.2 | Z-Score 13.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $109,126.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,135 | 5,521 | 4,908 | 4,294 | 3,681 | 3,067 | 2,454 | 1,840 | 1,227 | 613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 27,046 | $5.25M | $8.35M | - | $3.11M | 59.28% | -7.354% |
| ABBV AbbVie Inc. | 18,646 | $3.14M | $4.68M | - | $1.54M | 49.06% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 72,592 | $7.22M | $7.07M | - | -$148,821.52 | -2.06% | -0.256% |
| AMD Advanced Micro Devices, Inc. | 4,620 | $681,034.04 | $2.2M | - | $1.52M | 223.01% | -1.904% |
| AMGN Amgen Inc. | 7,631 | $2.21M | $2.94M | - | $733,652.91 | 33.26% | -0.64% |
| AMZN Amazon.com Inc | 21,182 | $3.42M | $5.75M | - | $2.34M | 68.37% | +15.321% |
| AVGO Broadcom Inc. | 10,816 | $1.3M | $4.21M | - | $2.91M | 223.04% | +0.371% |
| BCRX BioCryst Pharmaceuticals Inc. | 62,050 | $471,979.74 | $557,209 | - | $85,229.26 | 18.06% | -2.814% |
| CAT Caterpillar Inc. | 3,113 | $1.13M | $2.54M | - | $1.41M | 124.49% | +0.701% |
| COST Costco Wholesale Corporation | 3,625 | $2.51M | $3.45M | - | $944,051.99 | 37.66% | -0.239% |
| CSCO Cisco Systems, Inc. | 19,853 | $1M | $2.3M | - | $1.3M | 129.6% | +2.14% |
| CSX CSX Corporation | 39,637 | $1.63M | $2M | - | $370,605.85 | 22.78% | +0.418% |
| CVX Chevron Corporation | 5,409 | $831,673.54 | $1.06M | - | $232,979.93 | 28.01% | +2.35% |
| DGRO iShares Core Dividend Growth ETF | 35,966 | $2.06M | $2.81M | - | $740,741.46 | 35.87% | -0.281% |
| DUK Duke Energy Corporation | 23,961 | $2.61M | $3.01M | - | $396,946.91 | 15.22% | -0.665% |
| DWX SPDR S&P International Dividend ETF | 6,675 | $237,296.08 | $319,599 | - | $82,302.92 | 34.68% | -1.258% |
| EFA iShares MSCI EAFE ETF | 32,796 | $2.77M | $3.46M | - | $692,707.88 | 25.01% | -0.621% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 7,058 | $489,401.82 | $655,970.52 | - | $166,568.7 | 34.04% | -1.086% |
| ETHA iShares Ethereum Trust | 120,056 | $2.77M | $1.69M | - | -$1.08M | -39.09% | -3.032% |
| GE General Electric Company | 5,771 | $1.74M | $2.08M | - | $341,196.29 | 19.65% | +1.417% |
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FAQ
Which stocks have generated the highest profits for Michael Koch?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.07M, Broadcom Inc - $2.16M, Alphabet Inc - $1.08M, Seagate Technology Holdings plc - $684,147.21, and iShares U.S. Technology ETF - $674,807.49. 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: UnitedHealth Group Incorporated - $515,642.05, iShares 20+ Year Treasury Bond ETF - $225,501.57, Adobe Inc - $198,989.2, iShares Biotechnology ETF - $101,985.43, and VanEck Oil Services ETF - $82,626.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Koch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.96M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $456,442.91, Vanguard Intermediate-Term Corporate Bond Fund - $453,916.11, iShares Core U.S. Aggregate Bond ETF - $444,565.36, Royal Bank of Canada - $389,003.14, and AbbVie Inc - $334,535.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Koch's monthly returns?
Michael Koch's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Koch's strategy be considered aggressive or moderate?
Michael Koch's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Koch's strategy?
Michael Koch'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.
