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:
8.67%
Gain
Monthly
0.27%
Yearly
3.33%
Drawdown
31.93%
$205.15M
Equity
Holdings
$205.15M
Investment
$149.76M
$64.88M
Profit -$470,426.55
Realized
$9.5M
Unrealized
$55.39M
Dividends
$6.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$470,426.55
Win %
79%
This Week
Compared To Last Week
Gain
0.48%
Profit
$985,331.68
Win %
79%
This Month
Compared to last month
Gain
1.37%
Profit
$2.77M
Win %
79%
This Year
Compared to last year
Gain
15.11%
Profit
$26.93M
Win %
78%
WM Waste Management, Inc.
+4.22%
+$61,060.76 
MRK Merck & Co., Inc.
+4.17%
+$129,443.76 
KHC The Kraft Heinz Company
+3.54%
+$8,750.7 
ABBV AbbVie Inc.
+3.44%
+$163,267.12 
ZBH Zimmer Biomet Holdings, Inc.
+3.18%
+$17,906.25 
AMGN Amgen Inc.
+3.13%
+$88,581.9 
IBM International Business Machines Corporation
+3.1%
+$12,886.34 
VZ Verizon Communications Inc.
+2.91%
+$14,608.83 
KIM Kimco Realty Corporation
+2.77%
+$9,540.96 
KO The Coca-Cola Company
+2.69%
+$51,002.28 
MPC Marathon Petroleum Corporation
+2.65%
+$17,637.86 
COST Costco Wholesale Corporation
+2.6%
+$90,615.92 
UNH UnitedHealth Group Incorporated
+2.6%
+$28,010 
PEP PepsiCo, Inc.
+2.57%
+$6,914.24 
IYK iShares U.S. Consumer Staples ETF
+2.56%
+$25,271.25 
PSX Phillips 66
+2.55%
+$63,351.45 
CSX CSX Corporation
+2.53%
+$50,305.55 
WMT Walmart Inc.
+2.49%
+$8,069.6 
MCD McDonald's Corporation
+2.31%
+$4,749.12 
IYH iShares U.S. Healthcare ETF
+2.06%
+$8,461.75 
V Visa Inc. Class A
+1.94%
+$74,394.27 
PG Procter & Gamble Co
+1.82%
+$3,994.66 
MSFT Microsoft Corp.
+1.78%
+$88,184.32 
JNJ Johnson & Johnson
+1.34%
+$5,431.8 
CVX Chevron Corporation
+1.26%
+$13,285.56 
AAPL Apple Inc.
+1.25%
+$114,788.19 
HD The Home Depot, Inc.
+1.09%
+$29,461.03 
DUK Duke Energy Corporation
+1.04%
+$31,221.87 
XOM Exxon Mobil Corporation
+1.02%
+$7,109.97 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$25,577.4 
IYE iShares U.S. Energy ETF
+0.87%
+$24,321.24 
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$20,392.18 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$55,110.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.57%
+$1,458.92 
SHEL Shell plc
+0.5%
+$1,333.5 
LMT Lockheed Martin Corporation
+0.29%
+$1,393.71 
GOOG Alphabet Inc
+0.22%
+$17,078.29 
GOOGL Alphabet Inc
+0.17%
+$633.14 
MDY SPDR S&P MidCap 400 ETF Trust
+0.17%
+$605.52 
DWX SPDR S&P International Dividend ETF
+0.16%
+$495.29 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$6,297.52 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.11%
+$705.8 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$1,005.83 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$418.22 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.01%
+$567.95 
PLTR Palantir Technologies Inc.
+0.01%
+$106.34 
NEE NextEra Energy, Inc.
+0.01%
+$24.79 
STX Seagate Technology Holdings plc
-10.34%
-$136,968 
AMD Advanced Micro Devices, Inc.
-6.78%
-$165,811.8 
GE General Electric Company
-6.35%
-$134,295.63 
AVGO Broadcom Inc.
-4.61%
-$213,592.6 
CAT Caterpillar Inc.
-4.47%
-$137,258.25 
QCOM QUALCOMM Incorporated
-4.14%
-$13,905.1 
PWR Quanta Services Inc.
-3.49%
-$69,624.36 
CSCO Cisco Systems, Inc.
-2.89%
-$64,189.79 
ETHA iShares Ethereum Trust
-2.86%
-$50,367.31 
NVDA NVIDIA Corporation
-2.73%
-$238,622.51 
BCRX BioCryst Pharmaceuticals Inc.
-2.71%
-$24,322.92 
IYW iShares U.S. Technology ETF
-2.01%
-$100,169.26 
META Meta Platforms Inc Class A
-1.85%
-$40,190.64 
IWF iShares Russell 1000 Growth ETF
-1.64%
-$148,631.6 
IBIT iShares Bitcoin Trust
-1.49%
-$17,030.2 
OIH VanEck Oil Services ETF
-1.44%
-$5,763.18 
TSLA Tesla, Inc.
-1.41%
-$34,460.82 
RTX RTX Corporation
-1.3%
-$9,715.5 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.25%
-$21,404.6 
IYM iShares U.S. Basic Materials ETF
-1.2%
-$24,959.19 
JPM JPMorgan Chase & Co.
-0.99%
-$53,277.88 
EFA iShares MSCI EAFE ETF
-0.84%
-$29,269.68 
VIS Vanguard Industrials ETF
-0.76%
-$7,940.62 
RY Royal Bank of Canada
-0.72%
-$55,658.66 
XLI Industrial Select Sector SPDR Fund
-0.62%
-$8,696.83 
IVV iShares Core S&P 500 ETF
-0.46%
-$11,010.81 
NUE Nucor Corporation
-0.43%
-$15,105.98 
PANW Palo Alto Networks, Inc.
-0.15%
-$10,334.06 
AMZN Amazon.com Inc
-0.14%
-$7,911.58 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,987.15 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$3,198.37 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$349.71 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$436.75 Events
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Dividends
Dividend Analysis
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| Trades 566 | Longs Won 425/566 75% | Profit Factor 12.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $487,781.93 |
| Average Win $165,642.66 | Best Trade (Jul 13) $6.1M | Sharpe Ratio -13.51 |
| Average Loss -$39,102.37 | Worst Trade (Jul 10) -$1.02M | Z-Score 15.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $114,637.28 |
| 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 | 5,236 | 4,712 | 4,188 | 3,665 | 3,141 | 2,618 | 2,094 | 1,571 | 1,047 | 524 |
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Returns
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