Ben Loeffler Portfolio
Invests via ACORN CREEK CAPITAL LLC | Managed by Ben Loeffler
Invests via ACORN CREEK CAPITAL LLC
Managed by Ben Loeffler
Automatically Tracked
Ben Loeffler Profile
Growth-stage investor and operator focused on technology and B2B software, with experience in venture capital, go-to-market scaling and board-level oversight. Ben Loeffler has worked on sourcing and structuring minority growth investments, advising management teams on revenue expansion and capital strategy. Known for combining operator experience with investor discipline, specializes in SaaS commercialization, product-led growth and strategic partnerships. Regularly engages in due diligence, transaction execution and post-investment performance monitoring.
Growth-stage investor and operator focused on technology and B2B software, with experience in venture capital, go-to-market scaling and board-level oversight. Ben Loeffler has worked on sourcing and structuring minority growth investments, advising management teams on revenue expansion and capital strategy. Known for combining operator experience with investor discipline, specializes in SaaS commercialization, product-led growth and strategic partnerships. Regularly engages in due diligence, transaction execution and post-investment performance monitoring.
Investment Philosophy & Strategy
Combines operator-first viewpoint with disciplined growth-stage investing in technology and B2B software. Focuses on minority stakes in SaaS and product-led companies where go-to-market acceleration and commercialization create value. Capital allocation favors follow-on reserve for revenue-driven milestones; time horizon is multi-year growth-to-scale. Underwrites opportunities on unit-economics improvement, scalable sales motions, and strategic partnerships. Risk-managed via stage-appropriate governance, active board engagement, metric-driven KPIs and hands-on commercial playbooks to de-risk execution and accelerate exits.
Combines operator-first viewpoint with disciplined growth-stage investing in technology and B2B software. Focuses on minority stakes in SaaS and product-led companies where go-to-market acceleration and commercialization create value. Capital allocation favors follow-on reserve for revenue-driven milestones; time horizon is multi-year growth-to-scale. Underwrites opportunities on unit-economics improvement, scalable sales motions, and strategic partnerships. Risk-managed via stage-appropriate governance, active board engagement, metric-driven KPIs and hands-on commercial playbooks to de-risk execution and accelerate exits.
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:
3.1%
Gain
Monthly
0.1%
Yearly
1.21%
Drawdown
27.8%
$305.77M
Equity
Holdings
$305.77M
Investment
$228.96M
$83.73M
Profit -$1.05M
Realized
$6.92M
Unrealized
$76.81M
Dividends
$10.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.05M
Win %
77%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$1.08M
Win %
77%
This Month
Compared to last month
Gain
0.26%
Profit
$793,760.76
Win %
77%
This Year
Compared to last year
Gain
9.15%
Profit
$25.62M
Win %
77%
NOTV Inotiv Inc.
+121.94%
+$439 
SYK Stryker Corporation
+3.6%
+$10,333.04 
MRK Merck & Co., Inc.
+3.43%
+$8,293.44 
SBUX Starbucks Corporation
+3.21%
+$9,723.37 
UNP Union Pacific Corporation
+3.21%
+$9,005.11 
ABBV AbbVie Inc.
+3.11%
+$17,715.6 
TMUS T-Mobile US, Inc.
+2.85%
+$5,591.29 
PM Philip Morris International Inc.
+2.67%
+$8,613.34 
MCD McDonald's Corporation
+2.61%
+$6,207.6 
MRSH Marsh & McLennan Companies, Inc.
+2.56%
+$5,424.02 
CAG Conagra Brands Inc.
+2.49%
+$9,567.21 
MA Mastercard Incorporated
+2.25%
+$7,653.56 
LW Lamb Weston Holdings, Inc.
+2.24%
+$10,414.2 
COST Costco Wholesale Corporation
+2.19%
+$10,604.88 
DGX Quest Diagnostics Inc.
+2.11%
+$6,965.1 
KO The Coca-Cola Company
+2.04%
+$5,545.68 
WMT Walmart Inc.
+1.93%
+$8,714.72 
V Visa Inc. Class A
+1.79%
+$10,086.96 
LLY Eli Lilly and Company
+1.75%
+$22,473.52 
HD The Home Depot, Inc.
+1.66%
+$5,817.42 
PG Procter & Gamble Co
+1.61%
+$4,095.98 
CVX Chevron Corporation
+1.48%
+$6,333.91 
IBM International Business Machines Corporation
+1.44%
+$3,251.31 
MSFT Microsoft Corp.
+1.4%
+$33,241.18 
JNJ Johnson & Johnson
+1.35%
+$7,518.34 
XOM Exxon Mobil Corporation
+1.31%
+$6,384.26 
RELX Relx PLC Sponsored ADR
+1.27%
+$2,738.7 
AAPL Apple Inc.
+1.12%
+$61,820.32 
NVS Novartis AG Sponsored ADR
+1.01%
+$5,844.6 
AZN AstraZeneca PLC American Depositary Shares
+0.96%
+$1,923.95 
DHR Danaher Corporation
+0.92%
+$4,086.65 
WFC Wells Fargo & Company
+0.89%
+$2,076.22 
SU Suncor Energy Inc.
+0.73%
+$1,639.44 
DFAS Dimensional U.S. Small Cap ETF
+0.47%
+$164,668.73 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.43%
+$1,168 
RRC Range Resources Corporation
+0.33%
+$755.4 
AMZN Amazon.com Inc
+0.3%
+$7,428.37 
VTV Vanguard Value ETF
+0.27%
+$97,604.41 
HSBC HSBC Holdings plc Sponsored ADR
+0.24%
+$1,404.72 
GOOGL Alphabet Inc
+0.18%
+$2,417.54 
GOOG Alphabet Inc
+0.17%
+$3,802.13 
NFLX Netflix, Inc.
+0.16%
+$993.91 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$519.41 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$43,524.69 
LIN Linde plc
+0.13%
+$322.3 
GD General Dynamics Corporation
+0.06%
+$188.36 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$191.5 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,393.76 
GE General Electric Company
-5.94%
-$16,970.2 
AMD Advanced Micro Devices, Inc.
-5.49%
-$145,511.45 
ETN Eaton Corporation plc
-4.95%
-$19,991.18 
GS The Goldman Sachs Group, Inc.
-4.38%
-$16,961.28 
MS Morgan Stanley
-4.22%
-$18,412.2 
CAT Caterpillar Inc.
-3.78%
-$19,158.6 
SMH VanEck Semiconductor ETF
-3.69%
-$87,895.96 
AVGO Broadcom Inc.
-3.49%
-$44,123.75 
GEV GE Vernova Inc.
-3.46%
-$8,723.5 
MFG Mizuho Financial Group Inc. ADR
-2.86%
-$3,188.16 
NVDA NVIDIA Corporation
-2.44%
-$89,557.02 
HNRG Hallador Energy Company
-2.41%
-$3,955 
JCI Johnson Controls International plc
-2.18%
-$5,245.66 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-2.17%
-$8,064.95 
VGT Vanguard Information Technology ETF
-2.03%
-$131,058.84 
GLD SPDR Gold Shares
-1.78%
-$273,428.56 
META Meta Platforms Inc Class A
-1.75%
-$24,112.44 
AVEM Avantis Emerging Markets Equity ETF
-1.66%
-$56,727.81 
TSLA Tesla, Inc.
-1.43%
-$15,273.12 
RTX RTX Corporation
-1.38%
-$3,831.31 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.09%
-$2,921.9 
VUG Vanguard Growth ETF
-0.89%
-$262,841.55 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$103,860.39 
DFIC Dimensional International Core Equity Market ETF
-0.66%
-$225,401.66 
DFIS Dimensional International Small Cap ETF
-0.66%
-$34,701.04 
DFSI Dimensional International Sustainability Core 1 ETF
-0.5%
-$1,815.16 
JPM JPMorgan Chase & Co.
-0.47%
-$5,550.12 
ASML ASML Holding N.V. New York Registry Shares
-0.42%
-$1,498.18 
SKYY First Trust Cloud Computing ETF
-0.33%
-$3,363.75 
BNDX Vanguard Total International Bond ETF
-0.22%
-$13,937.07 
NEE NextEra Energy, Inc.
-0.18%
-$404.96 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.15%
-$43,148.69 
BAC Bank of America Corporation
-0.11%
-$393.64 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.09%
-$280 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$697.59 
DFSU Dimensional US Sustainability Core 1 ETF
-0.02%
-$79.04 Events
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Dividends
Dividend Analysis
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| Trades 741 | Longs Won 538/741 72% | Profit Factor 32.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $653,963.58 |
| Average Win $160,571.43 | Best Trade (Jul 16) $10.11M | Sharpe Ratio -12.2 |
| Average Loss -$13,093.88 | Worst Trade (Jul 10) -$607,433.85 | Z-Score 11.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $112,995.1 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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