EB
Erik Brenner Portfolio
Invests via Hilltop Partners LLC | Managed by Erik W. Brenner
Invests via Hilltop Partners LLC
Managed by Erik W. Brenner
Automatically Tracked
Erik Brenner Profile
Erik Brenner has built a distinguished career as an investor-operator in the tech sector, merging entrepreneurial spirit with operational expertise. His journey includes leading high-impact technology initiatives and strategically guiding startups through critical growth phases. With a robust background in managing cross-functional teams, he is known for cultivating innovation-driven environments that drive performance and market responsiveness. Brenner's keen insight into emerging technologies positions him uniquely at the intersection of investment and operations, facilitating successful partnerships and driving significant value creation in his ventures.
Erik Brenner has built a distinguished career as an investor-operator in the tech sector, merging entrepreneurial spirit with operational expertise. His journey includes leading high-impact technology initiatives and strategically guiding startups through critical growth phases. With a robust background in managing cross-functional teams, he is known for cultivating innovation-driven environments that drive performance and market responsiveness. Brenner's keen insight into emerging technologies positions him uniquely at the intersection of investment and operations, facilitating successful partnerships and driving significant value creation in his ventures.
Investment Philosophy & Strategy
Capitalizing on the transformative potential of technology, Erik Brenner strategically identifies opportunities that align with his entrepreneurial mindset. His investment focus is defined by a keen eye for scalability and disruptive innovations within emerging tech markets. By leveraging operational insights gained from years of guiding startups, he prioritizes value creation through strategic partnerships and agility in execution. This hands-on approach enables him to navigate complex market dynamics effectively, turning challenges into avenues for growth while fostering innovative solutions across diverse platforms.
Capitalizing on the transformative potential of technology, Erik Brenner strategically identifies opportunities that align with his entrepreneurial mindset. His investment focus is defined by a keen eye for scalability and disruptive innovations within emerging tech markets. By leveraging operational insights gained from years of guiding startups, he prioritizes value creation through strategic partnerships and agility in execution. This hands-on approach enables him to navigate complex market dynamics effectively, turning challenges into avenues for growth while fostering innovative solutions across diverse platforms.
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:
34.63%
Gain +1.17%
Monthly
0.82%
Yearly
10.31%
Drawdown
13.25%
$424.62M
Equity
Holdings
$424.62M
Investment
$338.56M
$125.55M
Profit +$5.56M
Realized
$39.49M
Unrealized
$86.06M
Dividends
$24.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.17%
Profit
$5.56M
Win %
73%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$3.07M
Win %
73%
This Month
Compared to last month
Gain
-0.99%
Profit
-$4.23M
Win %
73%
This Year
Compared to last year
Gain
4.14%
Profit
$17.74M
Win %
73%
HHDS Highlands REIT, Inc.
+288.66%
+$892.03 
MU Micron Technology, Inc.
+11.13%
+$60,548.6 
QLD ProShares Ultra QQQ
+6.72%
+$27,144.32 
JBL Jabil Inc.
+6.42%
+$71,592.3 
FCX Freeport-McMoRan Inc.
+6.39%
+$13,762.51 
HON Honeywell International Inc.
+6.15%
+$73,346.63 
WWD Woodward Inc.
+5.21%
+$13,390.99 
SAIA Saia, Inc.
+5.01%
+$31,838.8 
ETN Eaton Corporation plc
+4.88%
+$134,065.89 
CAT Caterpillar Inc.
+4.66%
+$23,557.28 
TSLA Tesla, Inc.
+4.6%
+$137,732.48 
GE General Electric Company
+4.31%
+$17,058.88 
AVGO Broadcom Inc.
+3.96%
+$210,543.71 
RSPT Invesco S&P 500 Equal Weight ETF
+3.43%
+$38,738.85 
IXUS iShares Core International Stock ETF
+3.39%
+$36,908.55 
VGT Vanguard Information Technology ETF
+3.38%
+$18,240 
SCHA Schwab U.S. Small-Cap ETF
+3.36%
+$31,190.88 
ESGD iShares ESG Aware MSCI EAFE ETF
+3.33%
+$14,203.76 
EMR Emerson Electric Co.
+3.28%
+$41,422.5 
NULG Nuveen ESG Large-Cap Growth ETF
+3.22%
+$7,744.31 
QQQ Invesco QQQ Trust, Series 1
+3.22%
+$9,738.06 
EWI iShares MSCI Italy ETF
+3.21%
+$13,249.67 
IAU iShares Gold Trust
+3.13%
+$8,066.37 
IYW iShares U.S. Technology ETF
+3.02%
+$26,264.38 
SCHM Schwab U.S. Mid-Cap ETF
+2.83%
+$30,684.78 
DTH WisdomTree International High Dividend Fund
+2.8%
+$16,403.01 
ANET Arista Networks, Inc.
+2.69%
+$14,556.35 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+2.61%
+$1.26M 
EWG iShares MSCI Germany ETF
+2.56%
+$7,224.64 
LLY Eli Lilly and Company
+2.51%
+$168,158.6 
IJH iShares Core S&P Mid-Cap ETF
+2.45%
+$159,099.92 
COF Capital One Financial Corporation
+2.43%
+$7,227.36 
CSCO Cisco Systems, Inc.
+2.41%
+$58,930.3 
IJR iShares Core S&P Small-Cap ETF
+2.38%
+$6,421.4 
FNDA Schwab Fundamental U.S. Small Company ETF
+2.32%
+$102,572.24 
SPEM SPDR Portfolio Emerging Markets ETF
+2.31%
+$13,880.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.3%
+$382,465.12 
LOW Lowe's Companies Inc.
+2.29%
+$6,733.22 
HD The Home Depot, Inc.
+2.28%
+$4,771.67 
ICVT iShares Convertible Bond ETF
+2.24%
+$241,667.72 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$5,542.48 
NVDA NVIDIA Corporation
+2.19%
+$150,575.64 
APH Amphenol Corporation
+2.15%
+$34,170.45 
CAH Cardinal Health Inc.
+2.15%
+$4,417.28 
COHR Coherent Corp.
+1.98%
+$14,520.26 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.94%
+$12,689.79 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.93%
+$14,204.89 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.77%
+$12,376.13 
VTV Vanguard Value ETF
+1.73%
+$612,865.88 
DSI iShares MSCI KLD 400 Social ETF
+1.72%
+$10,257.62 
SPY SPDR S&P 500 ETF Trust
+1.69%
+$15,924.25 
VONE Vanguard Russell 1000 ETF
+1.67%
+$1.38M 
IVV iShares Core S&P 500 ETF
+1.67%
+$8,456.41 
MRK Merck & Co., Inc.
+1.66%
+$22,443.35 
VOO Vanguard S&P 500 ETF
+1.66%
+$4,007.34 
CHI Calamos Convertible Opportunities and Income Fund
+1.57%
+$3,569.47 
JPM JPMorgan Chase & Co.
+1.52%
+$64,281 
IBM International Business Machines Corporation
+1.41%
+$10,676.05 
EIX Edison International
+1.4%
+$3,791 
AMZN Amazon.com Inc
+1.31%
+$82,973.17 
PLD Prologis Inc.
+1.31%
+$3,457.1 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.28%
+$3,012 
RWL Invesco S&P 500 Revenue ETF
+1.26%
+$4,295.34 
FITB Fifth Third Bancorp
+1.25%
+$15,003.78 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.21%
+$12,288.9 
AAPL Apple Inc.
+1.2%
+$126,115.86 
MCD McDonald's Corporation
+0.99%
+$6,092.82 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.96%
+$89,020.63 
NULV Nuveen ESG Large-Cap Value ETF
+0.85%
+$2,137.75 
F-PD Ford Motor Company 6.500% Notes
+0.8%
+$3,634.57 
ABT Abbott Laboratories
+0.78%
+$2,340.07 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.69%
+$2,337.28 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$3,029.25 
VZ Verizon Communications Inc.
+0.66%
+$1,789.01 
BNDX Vanguard Total International Bond ETF
+0.59%
+$53,295.86 
USMV iShares MSCI USA Min Vol Factor ETF
+0.59%
+$12,005.84 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$3,326.13 
AGG iShares Core U.S. Aggregate Bond ETF
+0.56%
+$2,756.13 
PYLD PIMCO Multisector Bond Active ETF
+0.55%
+$1,991.29 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.55%
+$26,253.53 
FVD First Trust Value Line Dividend Index Fund
+0.54%
+$1,593.02 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.53%
+$23,444.07 
SPHY SPDR Portfolio High Yield Bond ETF
+0.49%
+$66,187.56 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.48%
+$3,198.01 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.45%
+$7,421.4 
GHYG iShares US & Intl High Yield Corp Bond ETF
+0.44%
+$40,603.6 
PLTR Palantir Technologies Inc.
+0.35%
+$738.43 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.34%
+$1,072.87 
ABBV AbbVie Inc.
+0.33%
+$2,766 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.28%
+$1,171.16 
WPC W. P. Carey Inc.
+0.25%
+$4,166.7 
JNJ Johnson & Johnson
+0.24%
+$10,312.83 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.22%
+$573.15 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$1,461.75 
TJX The TJX Companies, Inc.
+0.14%
+$2,049.43 
DTE DTE Energy Company
+0.1%
+$334.08 
NI NiSource Inc.
+0.1%
+$310.14 
BRK-B Berkshire Hathaway Inc.
+0.09%
+$2,393.99 
SRLN SPDR Blackstone Senior Loan ETF
+0.07%
+$6,976.41 
SUB iShares Short-Term National Muni Bond ETF
+0.06%
+$359.88 
EFT Eaton Vance Floating-Rate Income Trust
+0.05%
+$131.41 
ANTM Anthem Inc
0%
$0 
ENZC Enzolytics Inc.
-22.22%
-$381.13 
ORCL Oracle Corporation
-8.25%
-$295,606.56 
XOM Exxon Mobil Corporation
-2.6%
-$196,082.59 
EOG EOG Resources, Inc.
-2.5%
-$32,911.95 
MO Altria Group, Inc.
-2.16%
-$10,416.94 
CVX Chevron Corporation
-1.94%
-$6,815.36 
MSFT Microsoft Corp.
-1.83%
-$107,412.88 
PM Philip Morris International Inc.
-1.01%
-$9,068.7 
KO The Coca-Cola Company
-0.96%
-$14,110.84 
V Visa Inc. Class A
-0.95%
-$37,975.78 
NFLX Netflix, Inc.
-0.9%
-$22,544.1 
COST Costco Wholesale Corporation
-0.81%
-$21,409.35 
SYK Stryker Corporation
-0.7%
-$1,580.25 
META Meta Platforms Inc Class A
-0.54%
-$19,681.79 
BP BP p.l.c. Sponsored ADR
-0.51%
-$983.4 
NLST Netlist Inc.
-0.4%
-$106.05 
WEC WEC Energy Group Inc.
-0.39%
-$1,054.65 
MA Mastercard Incorporated
-0.32%
-$11,949.17 
WMT Walmart Inc.
-0.22%
-$6,371.19 
PG Procter & Gamble Co
-0.17%
-$7,059.83 
BDX Becton, Dickinson and Company
-0.14%
-$408.98 
AMP Ameriprise Financial, Inc.
-0.1%
-$1,668.15 
GOOGL Alphabet Inc
-0.1%
-$5,225.24 
T AT&T Inc.
-0.02%
-$82.78 Events
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Dividends
Dividend Analysis
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| Trades 1254 | Longs Won 907/1254 72% | Profit Factor 14.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $476,674.69 |
| Average Win $148,663.05 | Best Trade (Jun 11) $7.79M | Sharpe Ratio -9.72 |
| Average Loss -$26,759.95 | Worst Trade (Jun 30) -$679,927.61 | Z-Score 8.79 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m | Expectancy $100,120.96 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
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