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:
44.81%
Gain -0.67%
Monthly
1.16%
Yearly
14.88%
Drawdown
11.34%
$305.33M
Equity
Holdings
$305.33M
Investment
$226.25M
$89.28M
Profit -$1.7M
Realized
$10.19M
Unrealized
$79.08M
Dividends
$10.81M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$1.7M
Win %
77%
This Week
Compared To Last Week
Gain
0.41%
Profit
$1.24M
Win %
77%
This Month
Compared to last month
Gain
-0.55%
Profit
-$1.7M
Win %
77%
This Year
Compared to last year
Gain
1.75%
Profit
$5.32M
Win %
76%
AMD Advanced Micro Devices, Inc.
+2.21%
+$38,958.99 
ETN Eaton Corporation plc
+1.76%
+$7,519.17 
AVGO Broadcom Inc.
+1.54%
+$20,240.92 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+1.3%
+$4,639.47 
KLAC KLA Corporation
+1.26%
+$2,667.5 
CVX Chevron Corporation
+1.12%
+$4,681.6 
META Meta Platforms Inc Class A
+0.9%
+$10,462.16 
COST Costco Wholesale Corporation
+0.62%
+$2,929.99 
JCI Johnson Controls International plc
+0.59%
+$1,494.02 
AAPL Apple Inc.
+0.45%
+$22,858.76 
GD General Dynamics Corporation
+0.44%
+$1,345.7 
GOOG Alphabet Inc
+0.43%
+$10,163.35 
SMH VanEck Semiconductor ETF
+0.31%
+$6,761.96 
V Visa Inc. Class A
+0.28%
+$1,706.23 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$565.44 
SYK Stryker Corporation
+0.12%
+$359.6 
MA Mastercard Incorporated
+0.11%
+$369.52 
DFLV Dimensional US Large Cap Value ETF
+0.06%
+$18,687.65 
AMAT Applied Materials, Inc.
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
BAC Bank of America Corporation
0%
$0 
CAG Conagra Brands Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DGX Quest Diagnostics Inc.
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HNRG Hallador Energy Company
0%
$0 
HSBC HSBC Holdings plc Sponsored ADR
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCD McDonald's Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
RRC Range Resources Corporation
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
SKYY First Trust Cloud Computing ETF
-6.83%
-$75,938.08 
VGT Vanguard Information Technology ETF
-5.49%
-$360,206.82 
IAU iShares Gold Trust
-4.61%
-$80,463.2 
GRNY Fundstrat Granny Shots US Large Cap ETF
-3.02%
-$8,047.2 
DFSU Dimensional US Sustainability Core 1 ETF
-2.98%
-$12,022.04 
DFIS Dimensional International Small Cap ETF
-2.7%
-$140,693 
MU Micron Technology, Inc.
-2.6%
-$10,834.4 
LIN Linde plc
-2.58%
-$5,853.53 
DHR Danaher Corporation
-2.44%
-$8,618.08 
MFG Mizuho Financial Group Inc. ADR
-2.43%
-$2,692.82 
XLY Consumer Discretionary Select Sector SPDR Fund
-2.15%
-$5,944.06 
UNH UnitedHealth Group Incorporated
-2.13%
-$4,539.26 
DFSI Dimensional International Sustainability Core 1 ETF
-2.07%
-$8,436.09 
VTV Vanguard Value ETF
-1.8%
-$663,644.36 
DFIC Dimensional International Core Equity Market ETF
-1.78%
-$606,732.18 
GE General Electric Company
-1.75%
-$5,536.1 
GEV GE Vernova Inc.
-1.74%
-$4,185.42 
AVLV Avantis U.S. Large Cap Value ETF
-1.52%
-$5,120.52 
NEE NextEra Energy, Inc.
-1.5%
-$3,161.79 
NFLX Netflix, Inc.
-1.43%
-$8,724.86 
IBM International Business Machines Corporation
-1.35%
-$3,313.56 
RY Royal Bank of Canada
-1.29%
-$2,978.44 
GOOGL Alphabet Inc
-1.29%
-$17,311.28 
INTC Intel Corporation
-1.24%
-$2,205 
JNJ Johnson & Johnson
-1.03%
-$5,673.8 
ABBV AbbVie Inc.
-0.97%
-$5,368.8 
JPM JPMorgan Chase & Co.
-0.82%
-$9,881.31 
NVS Novartis AG Sponsored ADR
-0.76%
-$4,360.59 
TSLA Tesla, Inc.
-0.63%
-$5,249.95 
WMT Walmart Inc.
-0.33%
-$1,428.57 
KO The Coca-Cola Company
-0.31%
-$928.26 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$2,727.36 
LW Lamb Weston Holdings, Inc.
-0.23%
-$1,131.96 
AMZN Amazon.com Inc
-0.14%
-$3,696.72 
PM Philip Morris International Inc.
-0.14%
-$464.79 
NVDA NVIDIA Corporation
-0.1%
-$3,757.97 
VUG Vanguard Growth ETF
-0.08%
-$22,822.59 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$11,646.48 
UNP Union Pacific Corporation
-0.03%
-$82.97 Events
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Dividends
Dividend Analysis
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| Trades 826 | Longs Won 609/826 73% | Profit Factor 23.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $635,146.03 |
| Average Win $153,112.27 | Best Trade (Aug 14) $10.57M | Sharpe Ratio -11.69 |
| Average Loss -$18,281.95 | Worst Trade (Aug 19) -$498,695.19 | Z-Score 14.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 2d | Expectancy $108,084.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 16,212 | $3.26M | $5.06M | - | $1.8M | 55.18% | +0.453% |
| ABBV AbbVie Inc. | 2,237 | $368,889.68 | $545,380.6 | - | $176,490.92 | 47.84% | -0.975% |
| AMAT Applied Materials, Inc. | 314 | $226,753 | $167,751.36 | - | -$59,001.64 | -26.02% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 3,665 | $568,118 | $1.81M | - | $1.24M | 217.83% | +2.205% |
| AMZN Amazon.com Inc | 9,479 | $1.53M | $2.58M | - | $1.05M | 68.44% | -0.143% |
| ASML ASML Holding N.V. New York Registry Shares | 204 | $274,192.14 | $342,356.87 | - | $68,164.73 | 24.86% | 0.0 |
| AVEM Avantis Emerging Markets Equity ETF | 37,492 | $3.03M | $3.46M | - | $428,281.5 | 14.15% | 0.0 |
| AVGO Broadcom Inc. | 3,143 | $376,931.3 | $1.33M | - | $957,963.66 | 254.15% | +1.54% |
| AVLV Avantis U.S. Large Cap Value ETF | 3,606 | $243,057.25 | $332,328.96 | - | $89,271.71 | 36.73% | -1.517% |
| AZN AstraZeneca PLC American Depositary Shares | 1,162 | $229,169.74 | $187,663 | - | -$41,506.74 | -18.11% | 0.0 |
| BAC Bank of America Corporation | 6,092 | $248,843.9 | $385,319 | - | $136,475.1 | 54.84% | 0.0 |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 388,216 | $29.76M | $29.4M | - | -$352,327.36 | -1.18% | -0.04% |
| BNDX Vanguard Total International Bond ETF | 139,009 | $6.83M | $6.67M | - | -$163,438.38 | -2.39% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 1,900 | $757,397.06 | $985,815 | - | $228,417.94 | 30.16% | 0.0 |
| CAG Conagra Brands Inc. | 24,992 | $715,520.98 | $375,129.92 | - | -$340,391.06 | -47.57% | 0.0 |
| CAT Caterpillar Inc. | 541 | $261,871.42 | $471,254.29 | - | $209,382.87 | 79.96% | 0.0 |
| COST Costco Wholesale Corporation | 500 | $364,992.1 | $473,924.99 | - | $108,932.89 | 29.85% | +0.622% |
| CSCO Cisco Systems, Inc. | 2,120 | $249,058 | $257,580 | - | $8,522 | 3.42% | 0.0 |
| CVX Chevron Corporation | 2,240 | $341,874.5 | $422,240 | - | $80,365.5 | 23.51% | +1.121% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 7,068 | $210,085.36 | $323,785.08 | - | $113,699.72 | 54.12% | +0.175% |
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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 - $2.48M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.15M, Dimensional International Core Equity Market ETF - $1.98M, and Vanguard Value ETF - $1.89M. 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 - $58,403.12. 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 $10.81M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $2.15M, Vanguard Value ETF - $1.51M, Dimensional International Core Equity Market ETF - $1.45M, WisdomTree Floating Rate Treasury Fund - $1.27M, and Dimensional US Large Cap Value ETF - $865,763.88. 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.
