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:
42.69%
Gain +0.43%
Monthly
1.07%
Yearly
13.59%
Drawdown
11.34%
$301.72M
Equity
Holdings
$301.72M
Investment
$226.25M
$85.66M
Profit +$1.07M
Realized
$10.19M
Unrealized
$75.47M
Dividends
$11.7M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.43%
Profit
$1.07M
Win %
76%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.35M
Win %
76%
This Month
Compared to last month
Gain
0.67%
Profit
$2.01M
Win %
76%
This Year
Compared to last year
Gain
0.55%
Profit
$1.7M
Win %
75%
LLY Eli Lilly and Company
+4.92%
+$63,042.27 
SYK Stryker Corporation
+3.87%
+$9,785.61 
UNH UnitedHealth Group Incorporated
+3.7%
+$7,571.47 
HD The Home Depot, Inc.
+3.57%
+$9,665.17 
DHR Danaher Corporation
+3.35%
+$13,297.98 
CAG Conagra Brands Inc.
+3.32%
+$11,496.32 
AZN AstraZeneca PLC American Depositary Shares
+3.28%
+$6,170.22 
NFLX Netflix, Inc.
+3.09%
+$17,943.58 
V Visa Inc. Class A
+2.81%
+$17,842.52 
SBUX Starbucks Corporation
+2.8%
+$7,582.05 
NVS Novartis AG Sponsored ADR
+2.7%
+$14,758.92 
LW Lamb Weston Holdings, Inc.
+2.58%
+$12,923.21 
MA Mastercard Incorporated
+2.48%
+$8,922.13 
WFC Wells Fargo & Company
+2.41%
+$5,190.9 
IBM International Business Machines Corporation
+2.11%
+$5,001.6 
WMT Walmart Inc.
+2.01%
+$8,996.13 
DGX Quest Diagnostics Inc.
+1.82%
+$8,390.98 
MCD McDonald's Corporation
+1.76%
+$3,452.56 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.43%
+$3,717.95 
IAU iShares Gold Trust
+1.36%
+$22,958.25 
GLD SPDR Gold Shares
+1.34%
+$203,884.05 
RY Royal Bank of Canada
+1.25%
+$2,640.21 
MSFT Microsoft Corp.
+1.04%
+$31,180.86 
DFSI Dimensional International Sustainability Core 1 ETF
+0.95%
+$3,696.22 
DFAS Dimensional U.S. Small Cap ETF
+0.9%
+$272,471.28 
GE General Electric Company
+0.87%
+$2,207.81 
COST Costco Wholesale Corporation
+0.85%
+$4,160 
GS The Goldman Sachs Group, Inc.
+0.84%
+$2,513.18 
NEE NextEra Energy, Inc.
+0.77%
+$1,482.86 
UNP Union Pacific Corporation
+0.77%
+$2,271.03 
HSBC HSBC Holdings plc Sponsored ADR
+0.75%
+$4,079.84 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.66%
+$188,284.76 
BAC Bank of America Corporation
+0.66%
+$2,071.28 
VTV Vanguard Value ETF
+0.63%
+$228,332.52 
IEFA iShares Core MSCI EAFE ETF
+0.6%
+$75,201.95 
IUSB iShares Core Universal USD Bond ETF
+0.6%
+$6,022.92 
AVLV Avantis U.S. Large Cap Value ETF
+0.58%
+$1,947.24 
PG Procter & Gamble Co
+0.57%
+$1,580.64 
GD General Dynamics Corporation
+0.55%
+$1,481.85 
DFSU Dimensional US Sustainability Core 1 ETF
+0.55%
+$2,161.64 
ABBV AbbVie Inc.
+0.53%
+$3,344.29 
DFLV Dimensional US Large Cap Value ETF
+0.52%
+$160,713.79 
DFIC Dimensional International Core Equity Market ETF
+0.51%
+$167,071.18 
KO The Coca-Cola Company
+0.5%
+$1,581.48 
LIN Linde plc
+0.46%
+$1,053.36 
GOOGL Alphabet Inc
+0.41%
+$5,215.55 
GOOG Alphabet Inc
+0.39%
+$8,852.02 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1,130.88 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$3,230 
BNDX Vanguard Total International Bond ETF
+0.32%
+$20,851.49 
DFIS Dimensional International Small Cap ETF
+0.2%
+$9,898 
SKYY First Trust Cloud Computing ETF
+0.07%
+$869.52 
META Meta Platforms Inc Class A
+0.07%
+$1,026.52 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,122.94 
JCI Johnson Controls International plc
-5.15%
-$13,031 
INTC Intel Corporation
-4.24%
-$7,338.24 
AMAT Applied Materials, Inc.
-4.17%
-$5,846.68 
CSCO Cisco Systems, Inc.
-4.06%
-$9,773.2 
KLAC KLA Corporation
-3.79%
-$7,447 
AMD Advanced Micro Devices, Inc.
-3.22%
-$67,289.44 
GEV GE Vernova Inc.
-2.94%
-$6,560.17 
CAT Caterpillar Inc.
-2.8%
-$11,331.23 
ETN Eaton Corporation plc
-2.64%
-$10,282.88 
PM Philip Morris International Inc.
-2.57%
-$9,278.66 
AVGO Broadcom Inc.
-2.3%
-$25,049.71 
SMH VanEck Semiconductor ETF
-2.2%
-$47,736.81 
TSLA Tesla, Inc.
-1.9%
-$18,167.01 
NVDA NVIDIA Corporation
-1.89%
-$68,297.02 
XOM Exxon Mobil Corporation
-1.43%
-$8,111.98 
CVX Chevron Corporation
-1.3%
-$6,451.18 
VGT Vanguard Information Technology ETF
-1.24%
-$83,335.52 
MFG Mizuho Financial Group Inc. ADR
-1.22%
-$1,294.62 
AVEM Avantis Emerging Markets Equity ETF
-1.11%
-$37,866.81 
HNRG Hallador Energy Company
-0.97%
-$1,200 
MU Micron Technology, Inc.
-0.9%
-$3,834.07 
RRC Range Resources Corporation
-0.72%
-$1,892.1 
ASML ASML Holding N.V. New York Registry Shares
-0.47%
-$1,570.8 
VUG Vanguard Growth ETF
-0.45%
-$130,414.8 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.36%
-$958.96 
MS Morgan Stanley
-0.34%
-$1,165.58 
JPM JPMorgan Chase & Co.
-0.29%
-$3,293.78 
AAPL Apple Inc.
-0.27%
-$14,995.94 
AMZN Amazon.com Inc
-0.22%
-$5,308.26 
RTX RTX Corporation
-0.2%
-$508.44 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-0.14%
-$492.06 
MRK Merck & Co., Inc.
-0.06%
-$170.55 
JNJ Johnson & Johnson
-0.05%
-$255.96 Events
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Dividends
Dividend Analysis
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| Trades 826 | Longs Won 605/826 73% | Profit Factor 19.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $623,981.7 |
| Average Win $149,273.42 | Best Trade (Oct 14) $10.6M | Sharpe Ratio -11.69 |
| Average Loss -$21,038.08 | Worst Trade (Oct 14) -$554,307.11 | Z-Score 13.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1d | Expectancy $103,705.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,212 | $3.26M | $5.55M | - | $2.28M | 69.89% | -0.27% |
| ABBV AbbVie Inc. | 2,237 | $368,889.68 | $637,489.07 | - | $268,599.39 | 72.81% | +0.527% |
| AMAT Applied Materials, Inc. | 314 | $226,753 | $134,395.14 | - | -$92,357.86 | -40.73% | -4.169% |
| AMD Advanced Micro Devices, Inc. | 3,665 | $568,118 | $2.02M | - | $1.46M | 256.4% | -3.216% |
| AMZN Amazon.com Inc | 9,479 | $1.53M | $2.4M | - | $870,954.89 | 56.84% | -0.22% |
| ASML ASML Holding N.V. New York Registry Shares | 204 | $274,192.14 | $335,029.2 | - | $60,837.06 | 22.19% | -0.467% |
| AVEM Avantis Emerging Markets Equity ETF | 37,492 | $3.03M | $3.37M | - | $346,923.86 | 11.46% | -1.11% |
| AVGO Broadcom Inc. | 3,143 | $376,931.3 | $1.06M | - | $686,282.74 | 182.07% | -2.302% |
| AVLV Avantis U.S. Large Cap Value ETF | 3,606 | $243,057.25 | $336,007.08 | - | $92,949.83 | 38.24% | +0.583% |
| AZN AstraZeneca PLC American Depositary Shares | 1,162 | $229,169.74 | $194,449.08 | - | -$34,720.66 | -15.15% | +3.277% |
| BAC Bank of America Corporation | 6,092 | $248,843.9 | $315,139.16 | - | $66,295.26 | 26.64% | +0.662% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 388,216 | $29.76M | $28.56M | - | -$1.2M | -4.03% | +0.664% |
| BNDX Vanguard Total International Bond ETF | 139,009 | $6.83M | $6.56M | - | -$273,255.49 | -4% | +0.319% |
| BRK-B Berkshire Hathaway Inc. | 1,900 | $757,397.06 | $1M | - | $245,897.94 | 32.47% | +0.323% |
| CAG Conagra Brands Inc. | 24,992 | $715,520.98 | $357,385.6 | - | -$358,135.38 | -50.05% | +3.324% |
| CAT Caterpillar Inc. | 541 | $261,871.42 | $393,866.93 | - | $131,995.51 | 50.4% | -2.796% |
| COST Costco Wholesale Corporation | 500 | $364,992.1 | $495,160 | - | $130,167.9 | 35.66% | +0.847% |
| CSCO Cisco Systems, Inc. | 2,120 | $249,058 | $231,143.6 | - | -$17,914.4 | -7.19% | -4.057% |
| CVX Chevron Corporation | 2,240 | $341,874.5 | $490,918.4 | - | $149,043.9 | 43.6% | -1.297% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 7,068 | $210,085.36 | $318,378.06 | - | $108,292.7 | 51.55% | +0.356% |
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FAQ
Which stocks have generated the highest profits for Ben Loeffler?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold Shares - $3.03M, Vanguard Growth ETF - $2.51M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.26M, Dimensional International Core Equity Market ETF - $2.14M, and Vanguard Value ETF - $2.06M. 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: Inotiv Inc - $245,665.63, Boeing Company - $93,587.82, LifeStance Health Group, Inc - $81,532.28, Oracle Corporation - $74,654.3, and Merck & Co., Inc - $56,792.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ben Loeffler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.7M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.26M, Vanguard Value ETF - $1.67M, Dimensional International Core Equity Market ETF - $1.61M, WisdomTree Floating Rate Treasury Fund - $1.34M, and Dimensional US Large Cap Value ETF - $982,374.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ben Loeffler's monthly returns?
Ben Loeffler's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Ben Loeffler's strategy be considered aggressive or moderate?
Ben Loeffler'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 Ben Loeffler's strategy?
Ben Loeffler'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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