Mitchell Pletcher Portfolio
Invests via Concord Investment Counsel Inc. | Managed by Mitchell Anthony, Mitchell Pletcher
Invests via Concord Investment Counsel Inc.
Managed by Mitchell Anthony, Mitchell Pletcher
Automatically Tracked
Mitchell Pletcher Profile
Seasoned venture investor and operator with experience sourcing and scaling growth-stage technology and fintech companies; specializes in deal execution, portfolio company governance and go-to-market strategy. Mitchell Pletcher combines operational leadership with investment discipline, advising founders on product-market fit, commercial expansion and capital strategy. Market-oriented profile suitable for LPs and corporate partners seeking diligence support, board-level guidance and follow-on financing coordination.
Seasoned venture investor and operator with experience sourcing and scaling growth-stage technology and fintech companies; specializes in deal execution, portfolio company governance and go-to-market strategy. Mitchell Pletcher combines operational leadership with investment discipline, advising founders on product-market fit, commercial expansion and capital strategy. Market-oriented profile suitable for LPs and corporate partners seeking diligence support, board-level guidance and follow-on financing coordination.
Investment Philosophy & Strategy
Operator-investor lens focused on growth-stage technology and fintech companies, emphasizing repeatable go-to-market playbooks, disciplined capital allocation and board-level governance. Prefers concentrated syndicates where operational leverage accelerates product-market fit, sales scale and follow-on financing. Underwriting favors revenue momentum, unit-economics visibility and founders receptive to hands-on strategic guidance. Time horizon is multi-year growth with active portfolio support, measured downside protection, and execution-driven risk management.
Operator-investor lens focused on growth-stage technology and fintech companies, emphasizing repeatable go-to-market playbooks, disciplined capital allocation and board-level governance. Prefers concentrated syndicates where operational leverage accelerates product-market fit, sales scale and follow-on financing. Underwriting favors revenue momentum, unit-economics visibility and founders receptive to hands-on strategic guidance. Time horizon is multi-year growth with active portfolio support, measured downside protection, and execution-driven risk management.
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:
48.12%
Gain +0.01%
Monthly
1.5%
Yearly
19.5%
Drawdown
20.82%
$349.47M
Equity
Holdings
$349.47M
Investment
$249.24M
$132.49M
Profit +$44,990.1
Realized
$23.2M
Unrealized
$109.29M
Dividends
$6.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$44,990.1
Win %
70%
This Week
Compared To Last Week
Gain
0.01%
Profit
$44,990.1
Win %
70%
This Month
Compared to last month
Gain
-2.53%
Profit
-$9.05M
Win %
70%
This Year
Compared to last year
Gain
5.98%
Profit
$21.7M
Win %
70%
QCOM QUALCOMM Incorporated
+4.32%
+$9,723.59 
JPM JPMorgan Chase & Co.
+2.31%
+$265,146.16 
RCL Royal Caribbean Group
+2.23%
+$108,023.09 
GIS General Mills, Inc.
+2.04%
+$1,508.34 
SOXX iShares Semiconductor ETF
+1.59%
+$204,919.06 
BAC Bank of America Corporation
+1.56%
+$179,923.18 
MAR Marriott International Inc. - Class A
+1.42%
+$155,730.95 
DELL Dell Technologies Inc.
+1.05%
+$184,963.28 
V Visa Inc. Class A
+1.05%
+$74,896.65 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$96,358.16 
PG Procter & Gamble Co
+0.86%
+$1,219.2 
IYE iShares U.S. Energy ETF
+0.76%
+$4,994.22 
CVX Chevron Corporation
+0.75%
+$3,190.58 
XLE Energy Select Sector SPDR Fund
+0.75%
+$103,472.19 
UNH UnitedHealth Group Incorporated
+0.73%
+$71,508.69 
COST Costco Wholesale Corporation
+0.68%
+$32,001.2 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$29,621.9 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$89,139.69 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$141,686.8 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$21,963.62 
GOOGL Alphabet Inc
+0.53%
+$123,166.35 
GOOG Alphabet Inc
+0.45%
+$1,646.4 
SLB Schlumberger Limited
+0.32%
+$482.94 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$17.4 
PCM PCM Fund, Inc.
+0.18%
+$567.15 
NVDA NVIDIA Corporation
+0.16%
+$62,430.4 
MSFT Microsoft Corp.
+0.1%
+$11,543.31 
IBB iShares Biotechnology ETF
+0.1%
+$4,630.19 
ORCL Oracle Corporation
+0.02%
+$39.53 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
SNOW
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$156,212.27 
AAPL Apple Inc.
-1.52%
-$352,975.5 
AMZN Amazon.com Inc
-1.23%
-$311,752.07 
NFLX Netflix, Inc.
-1.14%
-$120,787.47 
AVGO Broadcom Inc.
-0.91%
-$47,099.54 
ETN Eaton Corporation plc
-0.57%
-$54,870.75 
IHE iShares U.S. Pharmaceuticals ETF
-0.34%
-$15,730.56 
META Meta Platforms Inc Class A
-0.26%
-$29,934.01 
MBB iShares MBS ETF
-0.15%
-$872.9 Events
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Dividends
Dividend Analysis
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| Trades 169 | Longs Won 107/169 63% | Profit Factor 22.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.55M |
| Average Win $1.3M | Best Trade (Jun 14) $22.4M | Sharpe Ratio -16.25 |
| Average Loss -$100,883.54 | Worst Trade (Jun 14) -$2.07M | Z-Score -2.49 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $783,937.97 |
| 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 | 3,460 | 3,114 | 2,768 | 2,422 | 2,076 | 1,730 | 1,384 | 1,038 | 692 | 346 |
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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