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:
52.55%
Gain +0.09%
Monthly
1.16%
Yearly
14.92%
Drawdown
16.07%
$425.6M
Equity
Holdings
$425.6M
Investment
$338.32M
$126.8M
Profit +$144,101
Realized
$39.51M
Unrealized
$87.28M
Dividends
$25.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$144,101
Win %
71%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$756,854.71
Win %
71%
This Month
Compared to last month
Gain
-0.44%
Profit
-$1.87M
Win %
71%
This Year
Compared to last year
Gain
9.25%
Profit
$36.04M
Win %
72%
HHDS Highlands REIT, Inc.
+10.89%
+$160.49 
MU Micron Technology, Inc.
+7.72%
+$40,754.1 
COHR Coherent Corp.
+6.07%
+$35,769.14 
ORCL Oracle Corporation
+3.68%
+$79,624.11 
ANET Arista Networks, Inc.
+3.58%
+$21,603.09 
FCX Freeport-McMoRan Inc.
+3.03%
+$6,178.38 
JBL Jabil Inc.
+2.5%
+$24,212.25 
QLD ProShares Ultra QQQ
+2.45%
+$9,857.92 
APH Amphenol Corporation
+2.06%
+$33,052.72 
CAT Caterpillar Inc.
+1.98%
+$10,135.66 
TSLA Tesla, Inc.
+1.83%
+$52,973.92 
NVDA NVIDIA Corporation
+1.73%
+$121,010.56 
VGT Vanguard Information Technology ETF
+1.62%
+$8,832 
RYT Invesco S&P 500 Equal Weight ETF
+1.56%
+$17,574.21 
IYW iShares U.S. Technology ETF
+1.5%
+$13,298.44 
EOG EOG Resources, Inc.
+1.42%
+$18,780.04 
SCHA Schwab U.S. Small-Cap ETF
+1.34%
+$12,671.3 
SPEM SPDR Portfolio Emerging Markets ETF
+1.32%
+$7,923.48 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$3,679.84 
CSCO Cisco Systems, Inc.
+1.2%
+$27,404.65 
CHI Calamos Convertible Opportunities and Income Fund
+1.17%
+$2,745.75 
AVGO Broadcom Inc.
+1.14%
+$61,328.31 
XOM Exxon Mobil Corporation
+1.04%
+$77,730.95 
NULG Nuveen ESG Large-Cap Growth ETF
+1.03%
+$2,551.85 
BP BP p.l.c. Sponsored ADR
+1.02%
+$1,922.1 
SCHM Schwab U.S. Mid-Cap ETF
+1.02%
+$11,062.18 
IAU iShares Gold Trust
+0.97%
+$2,448.42 
IXUS iShares Core International Stock ETF
+0.92%
+$9,959.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.84%
+$142,786.98 
ETN Eaton Corporation plc
+0.83%
+$24,455.48 
ELV Elevance Health, Inc.
+0.81%
+$2,837.96 
WWD Woodward Inc.
+0.75%
+$2,061.57 
F Ford Motor Company
+0.71%
+$2,076.9 
CAH Cardinal Health Inc.
+0.6%
+$1,285.2 
DTH WisdomTree International High Dividend Fund
+0.56%
+$3,312.66 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.55%
+$2,363.74 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.54%
+$24,568.2 
CVX Chevron Corporation
+0.53%
+$1,851.98 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.52%
+$258,728.08 
DSI iShares MSCI KLD 400 Social ETF
+0.46%
+$2,764.16 
MRK Merck & Co., Inc.
+0.45%
+$6,404.27 
EWG iShares MSCI Germany ETF
+0.4%
+$1,129.92 
ICVT iShares Convertible Bond ETF
+0.37%
+$39,189.36 
EWI iShares MSCI Italy ETF
+0.37%
+$1,546.38 
IVV iShares Core S&P 500 ETF
+0.34%
+$1,792.21 
META Meta Platforms Inc Class A
+0.34%
+$14,279.17 
VONE Vanguard Russell 1000 ETF
+0.34%
+$287,282.79 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.33%
+$2,498.58 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$3,187.41 
VOO Vanguard S&P 500 ETF
+0.32%
+$785.53 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$2,241.35 
JPM JPMorgan Chase & Co.
+0.28%
+$13,020.7 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.22%
+$542.16 
PLD Prologis Inc.
+0.17%
+$452.5 
HON Honeywell International Inc.
+0.13%
+$839.43 
EFT Eaton Vance Floating-Rate Income Trust
+0.09%
+$262.82 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$6,170.08 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$252.18 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.08%
+$801.45 
GE General Electric Company
+0.07%
+$285.67 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$5,755.44 
IWR iShares Russell Mid-Cap ETF
+0.04%
+$95.56 
SRLN SPDR Blackstone Senior Loan ETF
+0.04%
+$3,488.2 
LLY Eli Lilly and Company
+0.03%
+$1,943.91 
ENZC Enzolytics Inc.
0%
$0 
NLST Netlist Inc.
0%
$0 
SYK Stryker Corporation
-2.11%
-$4,939.21 
HD The Home Depot, Inc.
-1.74%
-$3,785.91 
V Visa Inc. Class A
-1.48%
-$65,808.52 
MA Mastercard Incorporated
-1.38%
-$57,386.94 
LOW Lowe's Companies Inc.
-1.3%
-$3,625.59 
MO Altria Group, Inc.
-1.3%
-$6,395.21 
ABT Abbott Laboratories
-1.22%
-$4,175.08 
PG Procter & Gamble Co
-1.2%
-$50,689 
BDX Becton, Dickinson and Company
-1.18%
-$3,732.12 
MCD McDonald's Corporation
-1.17%
-$6,832.66 
VZ Verizon Communications Inc.
-1.1%
-$2,770.08 
COST Costco Wholesale Corporation
-1.07%
-$26,876.11 
TJX The TJX Companies, Inc.
-1.03%
-$13,953.6 
SAIA Saia, Inc.
-0.98%
-$5,740.28 
T AT&T Inc.
-0.98%
-$3,559.32 
WMT Walmart Inc.
-0.92%
-$24,422.9 
EIX Edison International
-0.9%
-$2,634.74 
COF Capital One Financial Corporation
-0.87%
-$2,994.67 
AMZN Amazon.com Inc
-0.81%
-$53,813.54 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.73%
-$2,335.07 
FITB Fifth Third Bancorp
-0.71%
-$9,206.86 
KO The Coca-Cola Company
-0.69%
-$9,991.53 
WEC WEC Energy Group Inc.
-0.69%
-$1,836.75 
DTE DTE Energy Company
-0.69%
-$2,304 
WPC W. P. Carey Inc.
-0.65%
-$10,745.7 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$17,808.95 
GOOGL Alphabet Inc
-0.62%
-$32,087.27 
PM Philip Morris International Inc.
-0.62%
-$5,833.38 
MSFT Microsoft Corp.
-0.59%
-$34,966.67 
FVD First Trust Value Line Dividend Index Fund
-0.55%
-$1,654.29 
AAPL Apple Inc.
-0.54%
-$63,778.41 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.38%
-$2,523.33 
JNJ Johnson & Johnson
-0.37%
-$16,736.21 
PLTR Palantir Technologies Inc.
-0.37%
-$820.52 
NI NiSource Inc.
-0.31%
-$964.88 
EMR Emerson Electric Co.
-0.3%
-$3,774.05 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.29%
-$13,898.92 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.24%
-$1,416.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$1,142.18 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.22%
-$995.33 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.22%
-$9,539.93 
NULV Nuveen ESG Large-Cap Value ETF
-0.2%
-$502.99 
AMP Ameriprise Financial, Inc.
-0.15%
-$2,891.46 
NFLX Netflix, Inc.
-0.13%
-$2,741.85 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.12%
-$11,125.84 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.12%
-$312.63 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$1,825.66 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$390.02 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.11%
-$710.67 
USMV iShares MSCI USA Min Vol Factor ETF
-0.09%
-$1,929.51 
IBM International Business Machines Corporation
-0.08%
-$471.41 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$779.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$324.42 
BNDX Vanguard Total International Bond ETF
-0.07%
-$6,545.1 
GHYG iShares US & Intl High Yield Corp Bond ETF
-0.07%
-$6,090.54 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$179.94 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.02%
-$56.32 
RWL Invesco S&P 500 Revenue ETF
-0.01%
-$53.86 
ABBV AbbVie Inc.
-0.01%
-$110.64 
VTV Vanguard Value ETF
-0.01%
-$1,679.08 Events
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Dividends
Dividend Analysis
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| Trades 1254 | Longs Won 898/1254 71% | Profit Factor 12.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $489,297.03 |
| Average Win $153,522.35 | Best Trade (Jul 22) $8.12M | Sharpe Ratio -11.42 |
| Average Loss -$31,087.75 | Worst Trade (Jul 27) -$818,494.21 | Z-Score 6.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 2d | Expectancy $101,113.1 |
| 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 | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
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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 - $14.75M, SPDR Portfolio S&P 500 Growth ETF - $10.03M, Vanguard Value ETF - $5.75M, Xtrackers MSCI EAFE Hedged Equity ETF - $5.74M, and iShares Core S&P Mid-Cap ETF - $3.92M. 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 $25.2M earned over time. The largest contributors to dividend income include SPDR Portfolio High Yield Bond ETF - $3.1M, Vanguard Russell 1000 ETF - $2.46M, Xtrackers MSCI EAFE Hedged Equity ETF - $2.32M, Vanguard Value ETF - $2.07M, and SPDR Blackstone Senior Loan ETF - $1.97M. 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.
