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:
70.05%
Gain -0.19%
Monthly
1.14%
Yearly
14.52%
Drawdown
16.08%
$412.92M
Equity
Holdings
$412.92M
Investment
$353.47M
$131.78M
Profit -$538,811.18
Realized
$72.33M
Unrealized
$59.45M
Dividends
$26.44M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$538,811.18
Win %
69%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$216,338.93
Win %
69%
This Month
Compared to last month
Gain
-0.23%
Profit
-$967,205.5
Win %
69%
This Year
Compared to last year
Gain
0.13%
Profit
$527,920.99
Win %
70%
OPTT Ocean Power Technologies, Inc.
+8.51%
+$23.72 
EOG EOG Resources, Inc.
+4.29%
+$64,233.5 
MU Micron Technology Inc.
+3.48%
+$96,281.28 
XLE State Street Energy Select Sector SPDR ETF
+3.1%
+$58,473.54 
CVX Chevron Corporation
+2.85%
+$11,167.2 
AMD Advanced Micro Devices Inc.
+2.36%
+$10,650.22 
JBL Jabil Inc.
+2.35%
+$19,939 
COHR Coherent Corp.
+2.29%
+$9,848.42 
ANET Arista Networks Inc.
+2.11%
+$14,618.25 
ROM ProShares Ultra Technology
+1.8%
+$3,593.97 
EWY iShares MSCI South Korea ETF
+1.76%
+$106,835.82 
INTC Intel Corporation
+1.73%
+$4,068.52 
INVE Identiv Inc.
+1.65%
+$450 
CSCO Cisco Systems, Inc.
+1.52%
+$25,384.44 
APH Amphenol Corp. Class A Common Stock
+1.5%
+$45,363.66 
SPCX Space Exploration Technologies Corp. Class A
+1.48%
+$2,887.17 
ORCL Oracle Corporation
+1.44%
+$26,590.71 
FCX Freeport-McMoRan Inc.
+1.36%
+$3,800.72 
TQQQ ProShares UltraPro QQQ
+1.22%
+$2,328.75 
AVGO Broadcom Inc.
+0.96%
+$36,788.31 
XLK State Street Technology Select Sector SPDR ETF
+0.89%
+$14,675.79 
QLD ProShares Ultra QQQ
+0.87%
+$3,144.75 
VGT Vanguard Information Technology ETF
+0.8%
+$7,184.85 
MSFT Microsoft Corporation Common Stock
+0.77%
+$62,704.28 
IYW iShares U.S. Technology ETF
+0.74%
+$6,833.9 
EMR Emerson Electric Co.
+0.7%
+$11,234.82 
SYK Stryker Corp.
+0.7%
+$1,617.34 
EWT iShares MSCI Taiwan ETF
+0.62%
+$53,996.15 
RYT Invesco S&P 500 Equal Weight Technology ETF
+0.58%
+$6,689.97 
SPMO Invesco S&P 500 Momentum ETF
+0.56%
+$5,474.7 
ABT Abbott Laboratories
+0.5%
+$1,787.55 
QQQ Invesco QQQ Trust, Series 1
+0.49%
+$114,404.9 
TSLA Tesla, Inc.
+0.43%
+$14,139.45 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$1,580.04 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.25%
+$516.18 
VONG Vanguard Russell 1000 Growth ETF
+0.18%
+$346.72 
VTEB Vanguard Tax-Exempt Bond ETF
+0.18%
+$1,233.52 
IBM International Business Machines Corporation
+0.14%
+$971.6 
NVDA NVIDIA Corporation
+0.14%
+$9,599.29 
ICVT iShares Convertible Bond ETF
+0.12%
+$13,673.75 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.08%
+$6,253.83 
ABBV AbbVie Inc.
+0.06%
+$603.74 
FITB Fifth Third Bancorp
+0.05%
+$558.08 
PLD Prologis, Inc.
+0.04%
+$81.45 
BNDX Vanguard Total International Bond ETF
+0.03%
+$110.16 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$24.82 
T AT&T Inc.
-5.5%
-$20,696.25 
SAIA Saia Inc.
-4.12%
-$23,935.84 
AXP American Express Company
-3.33%
-$6,666.61 
F Ford Motor Co.
-2.85%
-$7,097.5 
HD The Home Depot, Inc.
-2.69%
-$5,095.2 
LOW Lowe's Companies, Inc.
-2.57%
-$7,162.55 
GE General Electric Company
-2.33%
-$11,773.12 
KO The Coca-Cola Company
-2.15%
-$37,602.61 
CAT Caterpillar Inc.
-2.12%
-$9,444.36 
PG The Procter & Gamble Company
-1.98%
-$40,335.01 
LLY Eli Lilly and Company
-1.85%
-$151,685.6 
MA Mastercard Inc. Class A Common Stock
-1.77%
-$105,064.98 
MCD McDonald's Corporation
-1.75%
-$10,184.57 
MRK Merck & Co., Inc.
-1.68%
-$30,044.15 
JNJ Johnson & Johnson
-1.58%
-$88,706.31 
MO Altria Group, Inc.
-1.5%
-$7,453.32 
ITA iShares U.S. Aerospace & Defense ETF
-1.41%
-$2,728.16 
VZ Verizon Communications Inc.
-1.36%
-$3,550.39 
WPC W. P. Carey Inc.
-1.22%
-$16,992.11 
V Visa Inc. Class A
-1.22%
-$70,733.74 
EIX Edison International
-1.22%
-$2,672.66 
TJX The TJX Companies, Inc.
-1.21%
-$16,564.8 
CAH Cardinal Health, Inc.
-1.14%
-$2,770.32 
IBB iShares Biotechnology ETF
-1.04%
-$2,291.51 
JPM JPMorgan Chase & Co.
-0.96%
-$49,231.8 
SLV iShares Silver Trust
-0.95%
-$2,319.45 
COST Costco Wholesale Corp
-0.93%
-$29,934.5 
EWG iShares MSCI Germany ETF
-0.91%
-$2,568 
WEC WEC Energy Group Inc.
-0.89%
-$2,358.15 
WWD Woodward, Inc.
-0.88%
-$1,876.01 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
-0.87%
-$2,342.34 
PM Philip Morris International Inc.
-0.87%
-$8,708.48 
COF Capital One Financial Corp.
-0.86%
-$2,927.75 
DTH WisdomTree International High Dividend Fund
-0.85%
-$5,075.85 
NI NiSource Inc.
-0.81%
-$2,440.27 
FVD First Trust Value Line Dividend Index Fund
-0.8%
-$2,481.43 
DTE DTE Energy Company
-0.78%
-$2,396.16 
WMT Walmart Inc.
-0.76%
-$27,968.92 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.68%
-$2,226.86 
IAU iShares Gold Trust
-0.67%
-$1,683 
AMP Ameriprise Financial Inc.
-0.65%
-$12,966.48 
NFLX Netflix Inc.
-0.64%
-$17,969.27 
BDX Becton, Dickinson and Company
-0.64%
-$2,617.6 
GD General Dynamics Corp.
-0.61%
-$8,350.49 
ELV Elevance Health, Inc.
-0.55%
-$2,222.15 
ACWV iShares MSCI Global Min Vol Factor ETF
-0.54%
-$1,902.21 
RWL Invesco S&P 500 Revenue ETF
-0.53%
-$1,929.07 
AMZN Amazon.com Inc
-0.48%
-$30,406.22 
EFT Eaton Vance Floating-Rate Income Trust
-0.48%
-$1,706.1 
IWLG NYLI Winslow Large Cap Growth ETF
-0.46%
-$4,502.28 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.46%
-$38,522.75 
META Meta Platforms Inc Class A
-0.43%
-$22,038.83 
VTV Vanguard Morningstar Value ETF
-0.37%
-$117,111.3 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.37%
-$63,552.74 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.36%
-$3,846.96 
EWC iShares MSCI Canada ETF
-0.32%
-$28,956.13 
GHYG iShares US & Intl High Yield Corp Bond ETF
-0.31%
-$2,001.47 
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$10,154.54 
USMV iShares MSCI USA Min Vol Factor ETF
-0.29%
-$6,341.4 
BRK-B Berkshire Hathaway Inc.
-0.29%
-$10,625.76 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.26%
-$1,230.12 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$2,350.16 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,778.12 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.25%
-$980.97 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.25%
-$1,365.69 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.25%
-$526.9 
PI Impinj Inc.
-0.24%
-$1,024.53 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.22%
-$2,823.04 
GOOGL Alphabet Inc
-0.22%
-$9,812.76 
VWOB Vanguard Emerging Markets Government Bond ETF
-0.2%
-$1,579 
VMBS Vanguard Mortgage-Backed Securities ETF
-0.19%
-$13,253.62 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.17%
-$391.56 
IJR iShares Core S&P Small-Cap ETF
-0.17%
-$439.74 
EWI iShares MSCI Italy ETF
-0.16%
-$614.88 
IXUS iShares Core MSCI Total International Stock ETF
-0.16%
-$1,737.45 
SPHY SPDR Portfolio High Yield Bond ETF
-0.16%
-$19,445.4 
IVV iShares Core S&P 500 ETF
-0.15%
-$627.64 
GOOG Alphabet Inc
-0.15%
-$345.44 
AGG iShares Core U.S. Aggregate Bond ETF
-0.15%
-$619.22 
IWR iShares Russell Mid-Cap ETF
-0.14%
-$362.24 
ACWI iShares MSCI ACWI ETF
-0.14%
-$12,376.32 
VONE Vanguard Russell 1000 ETF
-0.14%
-$66,991.6 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.14%
-$2,265.84 
SRLN State Street Blackstone Senior Loan ETF
-0.14%
-$934.28 
SPY State Street SPDR S&P 500 ETF Trust
-0.14%
-$1,296.77 
CHI Calamos Convertible Opportunities and Income Fund
-0.14%
-$274.57 
SPEM SPDR Portfolio Emerging Markets ETF
-0.13%
-$801.97 
VOO Vanguard S&P 500 ETF
-0.13%
-$546.48 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.13%
-$958.37 
SPTI State Street SPDR Portfolio Intermediate Term Treasury ETF
-0.13%
-$764.75 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$5,933.75 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.12%
-$724.62 
GEV GE Vernova Inc.
-0.11%
-$179.54 
IWN iShares Russell 2000 Value ETF
-0.11%
-$19,581.85 
VTI Vanguard Total Stock Market ETF
-0.11%
-$790.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$740.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.09%
-$11,030.18 
DSI iShares ESG MSCI KLD 400 ETF
-0.09%
-$621.4 
ETN Eaton Corporation plc
-0.06%
-$1,608.57 
FLEX Flex Ltd.
-0.06%
-$58.29 
DMAR FT Vest U.S. Equity Deep Buffer ETF - March
-0.02%
-$45.01 
NULG Nuveen ESG Large-Cap Growth ETF
-0.02%
-$48.95 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$59.98 
AAPL Apple Inc.
-0.01%
-$912.3 Events
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Dividends
Dividend Analysis
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| Trades 1386 | Longs Won 993/1386 71% | Profit Factor 8.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462,526.61 |
| Average Win $151,155.32 | Best Trade (Jun 30) $8.09M | Sharpe Ratio -10.99 |
| Average Loss -$46,616.22 | Worst Trade (Oct 23) -$2.05M | Z-Score 6.57 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $95,077.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,492 | $6.1M | $12.71M | - | $6.61M | 108.4% | -0.007% |
| ABBV AbbVie Inc. | 3,659 | $581,170.94 | $1.04M | - | $462,943 | 79.66% | +0.058% |
| ABT Abbott Laboratories | 3,505 | $387,330.54 | $361,085.1 | - | -$26,245.44 | -6.78% | +0.498% |
| ACWI iShares MSCI ACWI ETF | 56,256 | $8.83M | $8.84M | - | $12,417.64 | 0.14% | -0.14% |
| ACWV iShares MSCI Global Min Vol Factor ETF | 2,737 | $260,306.7 | $353,661.45 | - | $93,354.75 | 35.86% | -0.535% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,423 | $433,731.15 | $424,519.54 | - | -$9,211.61 | -2.12% | -0.146% |
| AMD Advanced Micro Devices Inc. | 889 | $516,429 | $462,199.99 | - | -$54,229.01 | -10.5% | +2.359% |
| AMP Ameriprise Financial Inc. | 4,002 | $1.49M | $1.98M | - | $489,361.15 | 32.93% | -0.652% |
| AMZN Amazon.com Inc | 25,225 | $4.59M | $6.29M | - | $1.69M | 36.91% | -0.481% |
| ANET Arista Networks Inc. | 4,055 | $481,996.5 | $708,307.12 | - | $226,310.62 | 46.95% | +2.107% |
| APH Amphenol Corp. Class A Common Stock | 41,428 | $519,694.26 | $3.07M | - | $2.55M | 491.21% | +1.499% |
| AVGO Broadcom Inc. | 11,829 | $1.98M | $3.86M | - | $1.88M | 94.92% | +0.962% |
| AXP American Express Company | 615 | $208,024 | $193,312.95 | - | -$14,711.05 | -7.07% | -3.334% |
| BDX Becton, Dickinson and Company | 2,045 | $312,007.69 | $407,241.3 | - | $95,233.61 | 30.52% | -0.639% |
| BNDX Vanguard Total International Bond ETF | 7,344 | $352,878.76 | $346,893.84 | - | -$5,984.92 | -1.7% | +0.032% |
| BRK-B Berkshire Hathaway Inc. | 6,768 | $3.11M | $3.69M | - | $576,968.1 | 18.53% | -0.287% |
| CAH Cardinal Health, Inc. | 952 | $201,167 | $240,598.96 | - | $39,431.96 | 19.6% | -1.138% |
| CAT Caterpillar Inc. | 633 | $277,347.47 | $436,219.29 | - | $158,871.82 | 57.28% | -2.119% |
| CHI Calamos Convertible Opportunities and Income Fund | 18,305 | $192,569 | $203,643.12 | - | $11,074.12 | 5.75% | -0.135% |
| COF Capital One Financial Corp. | 1,673 | $251,519.87 | $337,410.64 | - | $85,890.77 | 34.15% | -0.86% |
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FAQ
Which stocks have generated the highest profits for Erik Brenner?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Russell 1000 ETF - $27.84M, Xtrackers MSCI EAFE Hedged Equity ETF - $13.71M, State Street SPDR Portfolio S&P 500 Growth ETF - $12.98M, Vanguard Morningstar Value ETF - $8.26M, and iShares Core S&P Mid-Cap ETF - $4.39M. 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 Inc - $780,008.73, State Street Energy Select Sector SPDR ETF - $467,669.82, iShares MSCI Germany ETF - $357,603.4, State Street Utilities Select Sector SPDR ETF - $320,776.63, and Pfizer Inc - $162,747.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erik Brenner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.44M earned over time. The largest contributors to dividend income include SPDR Portfolio High Yield Bond ETF - $3.33M, Vanguard Russell 1000 ETF - $2.57M, Xtrackers MSCI EAFE Hedged Equity ETF - $2.32M, Vanguard Morningstar Value ETF - $2.16M, and State Street Blackstone Senior Loan ETF - $1.93M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erik Brenner's monthly returns?
Erik Brenner'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 Erik Brenner's strategy be considered aggressive or moderate?
Erik Brenner'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 Erik Brenner's strategy?
Erik Brenner'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.
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