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:
61.62%
Gain +1%
Monthly
1.2%
Yearly
15.41%
Drawdown
16.08%
$417.84M
Equity
Holdings
$417.84M
Investment
$353.47M
$136.7M
Profit +$3.21M
Realized
$72.33M
Unrealized
$64.37M
Dividends
$25.6M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1%
Profit
$3.21M
Win %
70%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$3.64M
Win %
70%
This Month
Compared to last month
Gain
-0.28%
Profit
-$1.15M
Win %
70%
This Year
Compared to last year
Gain
1.32%
Profit
$5.45M
Win %
71%
FLEX Flex Ltd.
+7.68%
+$10,848.1 
JBL Jabil Inc.
+5.09%
+$48,958.53 
ANET Arista Networks, Inc.
+4.75%
+$36,434.13 
PI Impinj, Inc.
+4.44%
+$20,055.83 
APH Amphenol Corporation
+4.22%
+$140,440.92 
ETN Eaton Corporation plc
+3.74%
+$111,946.79 
COHR Coherent Corp.
+3.67%
+$22,241.73 
CSCO Cisco Systems, Inc.
+3.36%
+$57,478.42 
EWY iShares MSCI South Korea ETF
+3.33%
+$248,331.93 
GEV GE Vernova Inc.
+3.3%
+$5,829.33 
INTC Intel Corporation
+2.81%
+$7,738.44 
AAPL Apple Inc.
+2.73%
+$324,778.44 
TQQQ ProShares UltraPro QQQ
+2.56%
+$5,103.12 
ROM ProShares Ultra Technology ETF
+2.56%
+$5,343.57 
T AT&T Inc.
+2.54%
+$10,762.05 
RYT Invesco S&P 500 Equal Weight ETF
+2.25%
+$25,675.02 
GOOGL Alphabet Inc
+2.15%
+$99,281.56 
GOOG Alphabet Inc
+1.99%
+$4,828.94 
IBM International Business Machines Corporation
+1.78%
+$11,562.03 
AMD Advanced Micro Devices, Inc.
+1.76%
+$7,903.2 
QLD ProShares Ultra QQQ
+1.67%
+$6,163.71 
EMR Emerson Electric Co.
+1.66%
+$24,676.26 
FCX Freeport-McMoRan Inc.
+1.66%
+$5,096.42 
WWD Woodward Inc.
+1.57%
+$3,650.5 
EWT iShares MSCI Taiwan ETF
+1.49%
+$134,575.02 
CAT Caterpillar Inc.
+1.39%
+$7,083.27 
VZ Verizon Communications Inc.
+1.36%
+$3,925.64 
IYW iShares U.S. Technology ETF
+1.35%
+$12,448.74 
EWI iShares MSCI Italy ETF
+1.34%
+$5,602.24 
XLK State Street Technology Select Sector SPDR ETF
+1.34%
+$22,417.56 
VGT Vanguard Information Technology ETF
+1.34%
+$12,100.8 
F Ford Motor Company
+1.33%
+$3,861.87 
SLV iShares Silver Trust
+1.3%
+$3,676.57 
AMZN Amazon.com Inc
+1.29%
+$82,233.5 
PM Philip Morris International Inc.
+1.26%
+$11,825.72 
IAU iShares Gold Trust
+1.1%
+$2,953.5 
HD The Home Depot, Inc.
+1.03%
+$1,823.85 
IWLG NYLI Winslow Large Cap Growth ETF
+1.03%
+$10,065.69 
IXUS iShares Core International Stock ETF
+1.01%
+$11,293.42 
VONG Vanguard Russell 1000 Growth Fund
+1%
+$1,970 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.97%
+$81,283 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.9%
+$6,440.28 
ABBV AbbVie Inc.
+0.89%
+$8,305.93 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.88%
+$3,511.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.88%
+$72,961.35 
SAIA Saia, Inc.
+0.88%
+$5,115.48 
QQQ Invesco QQQ Trust, Series 1
+0.87%
+$204,176.37 
SPY SPDR S&P 500 ETF Trust
+0.85%
+$7,996.6 
VONE Vanguard Russell 1000 ETF
+0.85%
+$400,830.74 
ACWI iShares MSCI ACWI ETF
+0.84%
+$75,383.6 
DSI iShares MSCI KLD 400 Social ETF
+0.82%
+$5,688.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.82%
+$6,292.72 
META Meta Platforms Inc Class A
+0.81%
+$41,097.32 
VOO Vanguard S&P 500 ETF
+0.81%
+$3,365 
IVV iShares Core S&P 500 ETF
+0.8%
+$3,381.58 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.8%
+$2,109.07 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.79%
+$5,774.96 
DTH WisdomTree International High Dividend Fund
+0.77%
+$4,774.5 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.76%
+$135,954.58 
PG Procter & Gamble Co
+0.73%
+$12,881.44 
EWG iShares MSCI Germany ETF
+0.72%
+$2,088.64 
AVGO Broadcom Inc.
+0.71%
+$30,459.79 
PLD Prologis Inc.
+0.71%
+$1,737.6 
AXP American Express Company
+0.71%
+$1,399.13 
IJH iShares Core S&P Mid-Cap ETF
+0.69%
+$23,540.07 
IWR iShares Russell Mid-Cap ETF
+0.69%
+$1,698 
RWL Invesco S&P 500 Revenue ETF
+0.65%
+$2,320.28 
JNJ Johnson & Johnson
+0.65%
+$36,026.91 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.64%
+$1,333.46 
SPEM SPDR Portfolio Emerging Markets ETF
+0.64%
+$4,133.23 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.64%
+$2,189.6 
NFLX Netflix, Inc.
+0.62%
+$19,849.69 
V Visa Inc. Class A
+0.61%
+$31,522.78 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.6%
+$6,411.6 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$1,586.96 
JPM JPMorgan Chase & Co.
+0.57%
+$30,845.85 
SCHM Schwab U.S. Mid-Cap ETF
+0.57%
+$6,173.6 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.57%
+$7,234.04 
VTEB Vanguard Tax-Exempt Bond ETF
+0.54%
+$3,773.12 
NVDA NVIDIA Corporation
+0.52%
+$37,404.13 
SPMO Invesco S&P 500 Momentum ETF
+0.49%
+$5,119.2 
TSLA Tesla, Inc.
+0.49%
+$15,448.56 
VTV Vanguard Value ETF
+0.49%
+$148,812.64 
EFT Eaton Vance Floating-Rate Income Trust
+0.47%
+$1,706.1 
SCHA Schwab U.S. Small-Cap ETF
+0.46%
+$4,285.6 
ELV Elevance Health, Inc.
+0.44%
+$1,659.81 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.42%
+$993.96 
IBB iShares Biotechnology ETF
+0.41%
+$865.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.39%
+$8,243.82 
NULG Nuveen ESG Large-Cap Growth ETF
+0.38%
+$1,089.28 
CVX Chevron Corporation
+0.38%
+$1,398.08 
IWN iShares Russell 2000 Value ETF
+0.33%
+$60,412.07 
COF Capital One Financial Corporation
+0.33%
+$1,137.64 
ICVT iShares Convertible Bond ETF
+0.31%
+$38,833.45 
CHI Calamos Convertible Opportunities and Income Fund
+0.3%
+$684.61 
LOW Lowe's Companies Inc.
+0.29%
+$790.54 
EWC iShares MSCI Canada ETF
+0.28%
+$25,243.81 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.26%
+$823.63 
NI NiSource Inc.
+0.25%
+$721.77 
KO The Coca-Cola Company
+0.24%
+$3,853.29 
DMAR FT Vest US Equity Deep Buffer Fund
+0.23%
+$472.61 
WMT Walmart Inc.
+0.23%
+$7,296.24 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.2%
+$431.1 
ORCL Oracle Corporation
+0.2%
+$4,407.3 
MA Mastercard Incorporated
+0.2%
+$10,323.5 
PYLD PIMCO Multisector Bond Active ETF
+0.19%
+$1,075.35 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.14%
+$638.75 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.13%
+$9,355.5 
SPHY SPDR Portfolio High Yield Bond ETF
+0.13%
+$16,778.61 
MSFT Microsoft Corp.
+0.12%
+$9,435.6 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$508.63 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.11%
+$884.24 
COST Costco Wholesale Corporation
+0.09%
+$2,615.33 
GHYG iShares US & Intl High Yield Corp Bond ETF
+0.09%
+$592.32 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.09%
+$527 
SUB iShares Short-Term National Muni Bond ETF
+0.08%
+$479.84 
BNDX Vanguard Total International Bond ETF
+0.07%
+$257.04 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$1,127.88 
XLE Energy Select Sector SPDR Fund
+0.07%
+$1,255.99 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$424.68 
FVD First Trust Value Line Dividend Index Fund
+0.06%
+$183.81 
WEC WEC Energy Group Inc.
+0.05%
+$130.35 
MO Altria Group, Inc.
+0.04%
+$196.14 
ITA iShares U.S. Aerospace & Defense ETF
+0.04%
+$84.96 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$74.44 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$1,575.74 
OPTT Ocean Power Technologies Inc.
-37.19%
-$773.5 
ABT Abbott Laboratories
-1.33%
-$4,819.37 
CAH Cardinal Health Inc.
-1.15%
-$2,579.92 
TJX The TJX Companies, Inc.
-1.04%
-$12,249.6 
EIX Edison International
-1.04%
-$2,236.69 
INVE Identiv Inc.
-0.95%
-$250 
DTE DTE Energy Company
-0.85%
-$2,638.08 
EOG EOG Resources, Inc.
-0.8%
-$11,171.06 
SYK Stryker Corporation
-0.72%
-$1,462.77 
WPC W. P. Carey Inc.
-0.65%
-$9,786.59 
SPCX Space Exploration Technologies Corp. Class A
-0.53%
-$1,049.87 
MU Micron Technology, Inc.
-0.39%
-$12,313.82 
GD General Dynamics Corporation
-0.3%
-$4,087.65 
FITB Fifth Third Bancorp
-0.25%
-$3,013.61 
AMP Ameriprise Financial, Inc.
-0.21%
-$4,562.28 
GE General Electric Company
-0.17%
-$948.73 
BDX Becton, Dickinson and Company
-0.16%
-$593.05 
LLY Eli Lilly and Company
-0.16%
-$11,157.04 
BRK-B Berkshire Hathaway Inc.
-0.16%
-$5,414.4 
MRK Merck & Co., Inc.
-0.11%
-$2,003.06 
MCD McDonald's Corporation
-0.05%
-$298.88 
PLTR Palantir Technologies Inc.
-0.04%
-$204.82 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.02%
-$988.92 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.02%
-$109.25 Events
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Dividends
Dividend Analysis
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| Trades 1386 | Longs Won 1003/1386 72% | Profit Factor 11.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $456,853.94 |
| Average Win $149,842.8 | Best Trade (Jun 30) $8.09M | Sharpe Ratio -10.99 |
| Average Loss -$35,500.82 | Worst Trade (Aug 06) -$1.83M | Z-Score 8.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 6d | Expectancy $98,625.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,492 | $6.1M | $12.24M | - | $6.14M | 100.78% | +2.725% |
| ABBV AbbVie Inc. | 3,659 | $581,170.94 | $941,350.93 | - | $360,179.99 | 61.97% | +0.89% |
| ABT Abbott Laboratories | 3,505 | $387,330.54 | $357,457.42 | - | -$29,873.12 | -7.71% | -1.33% |
| ACWI iShares MSCI ACWI ETF | 56,256 | $8.83M | $9.01M | - | $177,810.28 | 2.01% | +0.844% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,737 | $260,306.7 | $344,588.3 | - | $84,281.6 | 32.38% | +0.639% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,423 | $433,731.15 | $425,337.79 | - | -$8,393.36 | -1.94% | +0.12% |
| AMD Advanced Micro Devices, Inc. | 889 | $516,429 | $455,603.61 | - | -$60,825.39 | -11.78% | +1.765% |
| AMP Ameriprise Financial, Inc. | 4,002 | $1.49M | $2.21M | - | $724,678.75 | 48.77% | -0.206% |
| AMZN Amazon.com Inc | 25,225 | $4.59M | $6.44M | - | $1.85M | 40.19% | +1.294% |
| ANET Arista Networks, Inc. | 4,055 | $481,996.5 | $802,788.62 | - | $320,792.12 | 66.55% | +4.754% |
| APH Amphenol Corporation | 41,428 | $519,694.26 | $3.47M | - | $2.95M | 566.75% | +4.224% |
| AVGO Broadcom Inc. | 11,829 | $1.98M | $4.3M | - | $2.32M | 117.06% | +0.714% |
| AXP American Express Company | 615 | $208,024 | $198,635.77 | - | -$9,388.23 | -4.51% | +0.709% |
| BDX Becton, Dickinson and Company | 2,045 | $312,007.69 | $360,185.85 | - | $48,178.16 | 15.44% | -0.164% |
| BNDX Vanguard Total International Bond ETF | 7,344 | $352,878.76 | $345,168 | - | -$7,710.76 | -2.19% | +0.075% |
| BRK-B Berkshire Hathaway Inc. | 6,768 | $3.11M | $3.43M | - | $311,662.5 | 10.01% | -0.158% |
| CAH Cardinal Health Inc. | 952 | $201,167 | $222,111.12 | - | $20,944.12 | 10.41% | -1.148% |
| CAT Caterpillar Inc. | 633 | $277,347.47 | $516,648.27 | - | $239,300.8 | 86.28% | +1.39% |
| CHI Calamos Convertible Opportunities and Income Fund | 18,305 | $192,569 | $227,117.46 | - | $34,548.46 | 17.94% | +0.302% |
| COF Capital One Financial Corporation | 1,673 | $251,519.87 | $347,632.67 | - | $96,112.8 | 38.21% | +0.328% |
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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 - $27.71M, Xtrackers MSCI EAFE Hedged Equity ETF - $13.71M, SPDR Portfolio S&P 500 Growth ETF - $12.97M, Vanguard Value ETF - $8.12M, and iShares Core S&P Mid-Cap ETF - $4.38M. 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 - $780,008.73, Energy Select Sector SPDR Fund - $478,283.82, iShares MSCI Germany ETF - $357,603.4, Utilities Select Sector SPDR Fund - $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 $25.6M earned over time. The largest contributors to dividend income include SPDR Portfolio High Yield Bond ETF - $3.25M, Vanguard Russell 1000 ETF - $2.45M, Xtrackers MSCI EAFE Hedged Equity ETF - $2.32M, Vanguard Value ETF - $2.02M, and SPDR 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.
