Maria Howe Portfolio
Invests via Carroll Investors Inc. | Managed by Maria Howe
Invests via Carroll Investors Inc.
Managed by Maria Howe
Automatically Tracked
Maria Howe Profile
Maria Howe has built a distinguished career as an accomplished operating executive, leveraging her extensive experience in the technology sector. With a background in developing innovative products, she played a crucial role in guiding multiple startups from inception to successful market presence. Her leadership and expertise have been pivotal in fostering growth and navigating complex operational landscapes within competitive environments. Howe's insights into consumer behavior and industry trends make her an influential figure among entrepreneurs and investors alike, particularly as they explore transformative tech solutions for modern challenges.
Maria Howe has built a distinguished career as an accomplished operating executive, leveraging her extensive experience in the technology sector. With a background in developing innovative products, she played a crucial role in guiding multiple startups from inception to successful market presence. Her leadership and expertise have been pivotal in fostering growth and navigating complex operational landscapes within competitive environments. Howe's insights into consumer behavior and industry trends make her an influential figure among entrepreneurs and investors alike, particularly as they explore transformative tech solutions for modern challenges.
Investment Philosophy & Strategy
Operating in a rapidly evolving technological landscape presents unique avenues for innovation. Maria Howe embraces an entrepreneurial mindset, focusing on developing groundbreaking products that address current consumer demands. Her profound insights into market dynamics and operational execution are pivotal as she evaluates emerging startups with transformative potential. Growth-oriented decisions reflect her experience in scaling businesses, ensuring they align strategically within competitive frameworks while optimizing efficiency across operations. In essence, her strategic priorities emphasize leveraging technology to solve complex challenges while nurturing robust business models that resonate with end users.
Operating in a rapidly evolving technological landscape presents unique avenues for innovation. Maria Howe embraces an entrepreneurial mindset, focusing on developing groundbreaking products that address current consumer demands. Her profound insights into market dynamics and operational execution are pivotal as she evaluates emerging startups with transformative potential. Growth-oriented decisions reflect her experience in scaling businesses, ensuring they align strategically within competitive frameworks while optimizing efficiency across operations. In essence, her strategic priorities emphasize leveraging technology to solve complex challenges while nurturing robust business models that resonate with end users.
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:
168.73%
Gain -1.45%
Monthly
1.35%
Yearly
17.44%
Drawdown
33.33%
$250.07M
Equity
Holdings
$250.07M
Investment
$123.54M
$98.51M
Profit -$2.61M
Realized
-$28.02M
Unrealized
$126.53M
Dividends
$2.41M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.45%
Profit
-$2.61M
Win %
81%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$2.49M
Win %
81%
This Month
Compared to last month
Gain
-0.41%
Profit
-$1.02M
Win %
81%
This Year
Compared to last year
Gain
32.1%
Profit
$60.76M
Win %
81%
SNOW Snowflake Inc.
+21.93%
+$4.1M 
PLTR Palantir Technologies Inc.
+8.06%
+$3.25M 
TSLA Tesla, Inc.
+7.04%
+$1.51M 
VRT Vertiv Holdings Co
+5.05%
+$610,841.2 
META Meta Platforms Inc Class A
+3.68%
+$157,977.37 
CRWV CoreWeave, Inc.
+3.16%
+$59,937.28 
MSFT Microsoft Corp.
+2.94%
+$456,295.37 
WMT Walmart Inc.
+2.92%
+$8,227.41 
SOFI SoFi Technologies, Inc.
+2.75%
+$180,540.99 
HWM Howmet Aerospace Inc.
+2.06%
+$5,005.98 
MGK Vanguard Mega Cap Growth ETF
+1.58%
+$54,059.4 
JPM JPMorgan Chase & Co.
+1.49%
+$4,835.88 
NVDA NVIDIA Corporation
+1.43%
+$449,040.48 
AMZN Amazon.com Inc
+1.4%
+$100,169.37 
PGR Progressive Corporation
+1.4%
+$61,932.87 
GOOG Alphabet Inc
+1.39%
+$4,338.4 
GOOGL Alphabet Inc
+1.38%
+$11,106.19 
AAPL Apple Inc.
+1.38%
+$251,125.16 
NEE NextEra Energy, Inc.
+1.36%
+$3,082.65 
QBTS D-Wave Quantum Inc.
+1.27%
+$6,401.85 
PH Parker-Hannifin Corporation
+1.13%
+$3,217.24 
GE General Electric Company
+0.69%
+$15,068.52 
PANW Palo Alto Networks, Inc.
+0.65%
+$125,904.17 
AMD Advanced Micro Devices, Inc.
+0.51%
+$124,920.51 
SPOT Spotify Technology S.A.
+0.26%
+$905.2 
Events
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Dividends
Dividend Analysis
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| Trades 667 | Longs Won 346/667 51% | Profit Factor 2.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $436,656.76 | Best Trade (Sep 03) $21.15M | Sharpe Ratio -8.83 |
| Average Loss -$163,773.44 | Worst Trade (Jun 30) -$6.3M | Z-Score -0.27 (21.6%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 2d | Expectancy $147,694.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.41% |
| Consecutive Losing Trades | 1,527 | 1,374 | 1,221 | 1,069 | 916 | 763 | 611 | 458 | 305 | 153 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 56,180 | $9.85M | $18.51M | - | $8.66M | 87.93% | +1.376% |
| AMD Advanced Micro Devices, Inc. | 53,845 | $4.93M | $24.74M | - | $19.8M | 401.48% | +0.508% |
| AMZN Amazon.com Inc | 28,098 | $5.05M | $7.26M | - | $2.21M | 43.85% | +1.398% |
 AVGO Broadcom Inc. | 793 | $218,590.45 | $281,951.15 | - | $63,360.7 | 28.99% | -3.183% |
 CEG Constellation Energy Corporation | 3,046 | $787,225.74 | $870,135.59 | - | $82,909.85 | 10.53% | -1.508% |
 CMG Chipotle Mexican Grill, Inc. | 14,836 | $451,724.16 | $560,207.36 | - | $108,483.2 | 24.02% | -1.973% |
 COST Costco Wholesale Corporation | 7,612 | $5.18M | $7.06M | - | $1.88M | 36.29% | -0.096% |
| CRWV CoreWeave, Inc. | 23,413 | $1.81M | $1.95M | - | $140,946.26 | 7.77% | +3.163% |
| GE General Electric Company | 6,609 | $1.18M | $2.19M | - | $1.01M | 85.46% | +0.692% |
| GOOG Alphabet Inc | 935 | $165,859.65 | $316,422.7 | - | $150,563.05 | 90.78% | +1.39% |
| GOOGL Alphabet Inc | 2,391 | $555,105.93 | $817,160.11 | - | $262,054.18 | 47.21% | +1.378% |
| HWM Howmet Aerospace Inc. | 959 | $221,011.14 | $247,594.62 | - | $26,583.48 | 12.03% | +2.064% |
 ISRG Intuitive Surgical, Inc. | 1,033 | $520,866.89 | $381,404.26 | - | -$139,462.63 | -26.78% | -0.715% |
| JPM JPMorgan Chase & Co. | 909 | $267,391.44 | $328,639.86 | - | $61,248.42 | 22.91% | +1.493% |
| META Meta Platforms Inc Class A | 7,245 | $4.37M | $4.45M | - | $86,682.9 | 1.99% | +3.678% |
| MGK Vanguard Mega Cap Growth ETF | 38,340 | $2.66M | $3.48M | - | $819,686 | 30.85% | +1.579% |
| MSFT Microsoft Corp. | 31,296 | $10.59M | $16M | - | $5.41M | 51.1% | +2.935% |
| NEE NextEra Energy, Inc. | 2,728 | $253,376.64 | $229,779.44 | - | -$23,597.2 | -9.31% | +1.36% |
| NVDA NVIDIA Corporation | 139,888 | $7.17M | $31.84M | - | $24.67M | 343.96% | +1.43% |
| PANW Palo Alto Networks, Inc. | 58,834 | $5.42M | $19.45M | - | $14.03M | 258.78% | +0.651% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Maria Howe?
The largest contributions to the portfolio's profits come from the following stocks: Chipotle Mexican Grill, Inc - $2.61M, Palantir Technologies Inc - $1.87M, Apple Inc - $1.84M, Costco Wholesale Corporation - $982,011.44, and Microsoft Corp - $555,092.91. 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: Snowflake Inc - $8.36M, Block, Inc - $6.9M, Meta Platforms Inc Class A - $5.9M, Salesforce Inc - $4.2M, and Amazon.com Inc - $2.91M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Maria Howe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.41M earned over time. The largest contributors to dividend income include Microsoft Corp - $457,782.13, Apple Inc - $413,246.07, Costco Wholesale Corporation - $317,382.74, Progressive Corporation - $283,180, and BlackRock, Inc - $140,122.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Maria Howe's monthly returns?
Maria Howe's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Maria Howe's strategy be considered aggressive or moderate?
Maria Howe's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Maria Howe's strategy?
Maria Howe's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
