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:
63.65%
Gain +0.32%
Monthly
1.64%
Yearly
21.53%
Drawdown
20.82%
$394.33M
Equity
Holdings
$394.33M
Investment
$256.81M
$165.45M
Profit +$1.3M
Realized
$27.94M
Unrealized
$137.52M
Dividends
$7.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$1.3M
Win %
66%
This Week
Compared To Last Week
Gain
0.91%
Profit
$3.55M
Win %
66%
This Month
Compared to last month
Gain
1.78%
Profit
$6.9M
Win %
66%
This Year
Compared to last year
Gain
7.51%
Profit
$27.54M
Win %
67%
ORCL Oracle Corporation
+5.01%
+$8,936.04 
SNOW Snowflake Inc.
+3.34%
+$145,623.8 
AMZN Amazon.com Inc
+2.26%
+$609,529.54 
MSFT Microsoft Corp.
+1.95%
+$306,559.92 
V Visa Inc. Class A
+1.87%
+$159,173.26 
IBB iShares Biotechnology ETF
+1.57%
+$86,451.75 
UNH UnitedHealth Group Incorporated
+1.33%
+$118,586.22 
IHI iShares U.S. Medical Devices ETF
+1.08%
+$23,258.48 
PNQI Invesco NASDAQ Internet ETF
+1.04%
+$705.07 
AVGO Broadcom Inc.
+0.91%
+$44,439.34 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.88%
+$74.48 
IWP iShares Russell Mid-Cap Growth ETF
+0.84%
+$612.85 
GOOG Alphabet Inc
+0.83%
+$5,497.92 
GOOGL Alphabet Inc
+0.83%
+$190,452.46 
MAR Marriott International Inc. - Class A
+0.83%
+$83,308.13 
EEM iShares MSCI Emerging Markets ETF
+0.83%
+$32,604.67 
IYE iShares U.S. Energy ETF
+0.71%
+$5,319.93 
CVX Chevron Corporation
+0.67%
+$3,268.95 
XLE Energy Select Sector SPDR Fund
+0.57%
+$89,469 
IWO iShares Russell 2000 Growth ETF
+0.48%
+$675.71 
IWF iShares Russell 1000 Growth ETF
+0.45%
+$24,884.49 
PCM PCM Fund, Inc.
+0.42%
+$1,349.17 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.41%
+$1,806.26 
ETN Eaton Corporation plc
+0.41%
+$42,609.12 
BAC Bank of America Corporation
+0.35%
+$40,021.22 
PG Procter & Gamble Co
+0.29%
+$454.52 
QQQ Invesco QQQ Trust, Series 1
+0.29%
+$45,319.56 
META Meta Platforms Inc Class A
+0.27%
+$39,842.92 
IHE iShares U.S. Pharmaceuticals ETF
+0.25%
+$12,116.72 
NVDA NVIDIA Corporation
+0.15%
+$66,079.68 
CMF iShares California Muni Bond ETF
+0.15%
+$54.48 
XLI Industrial Select Sector SPDR Fund
+0.15%
+$34,424.63 
XLK State Street Technology Select Sector SPDR ETF
+0.14%
+$16,948.68 
JPM JPMorgan Chase & Co.
+0.1%
+$11,546.27 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,550.43 
AAPL Apple Inc.
-2%
-$550,547.05 
GIS General Mills, Inc.
-1.55%
-$1,103.93 
QCOM QUALCOMM Incorporated
-1.51%
-$2,941.49 
DELL Dell Technologies Inc.
-0.99%
-$256,810.77 
SOXX iShares Semiconductor ETF
-0.52%
-$64,773.57 
NFLX Netflix, Inc.
-0.44%
-$41,130.18 
MBB iShares MBS ETF
-0.34%
-$2,080.71 
SLB Schlumberger Limited
-0.29%
-$379.96 
LLY Eli Lilly and Company
-0.22%
-$14,588.6 
XLP Consumer Staples Select Sector SPDR Fund
-0.17%
-$7,818.84 
RCL Royal Caribbean Group
-0.1%
-$5,965.49 
COST Costco Wholesale Corporation
-0.1%
-$4,673.46 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$777.65 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.04%
-$261.6 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.04%
-$190.8 Events
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Dividends
Dividend Analysis
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| Trades 214 | Longs Won 152/214 71% | Profit Factor 26.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.8M |
| Average Win $1.13M | Best Trade (Oct 07) $28.59M | Sharpe Ratio -10.89 |
| Average Loss -$105,545.32 | Worst Trade (Oct 09) -$2.86M | Z-Score 3.74 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 4d | Expectancy $773,141.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 3,731 | 3,358 | 2,985 | 2,612 | 2,239 | 1,866 | 1,493 | 1,119 | 746 | 373 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 81,038 | $14.18M | $27.04M | - | $12.86M | 90.7% | -1.996% |
| AMZN Amazon.com Inc | 106,190 | $19.48M | $27.59M | - | $8.11M | 41.62% | +2.259% |
| AVGO Broadcom Inc. | 13,528 | $4.19M | $4.92M | - | $724,504.85 | 17.28% | +0.912% |
| BAC Bank of America Corporation | 210,638 | $8.71M | $11.33M | - | $2.63M | 30.16% | +0.354% |
| CMF iShares California Muni Bond ETF | 681 | $39,253 | $36,828.48 | - | -$2,424.52 | -6.18% | +0.148% |
| COST Costco Wholesale Corporation | 4,818 | $4.46M | $4.56M | - | $102,260.21 | 2.29% | -0.102% |
| CVX Chevron Corporation | 2,294 | $440,199.77 | $488,564.65 | - | $48,364.88 | 10.99% | +0.674% |
| DELL Dell Technologies Inc. | 45,253 | $7.52M | $25.74M | - | $18.22M | 242.18% | -0.988% |
| EEM iShares MSCI Emerging Markets ETF | 59,281 | $3.38M | $3.95M | - | $567,327.66 | 16.77% | +0.832% |
| ETN Eaton Corporation plc | 24,488 | $9.17M | $10.44M | - | $1.27M | 13.83% | +0.41% |
| GIS General Mills, Inc. | 2,186 | $110,218.17 | $70,137.81 | - | -$40,080.36 | -36.36% | -1.55% |
| GOOG Alphabet Inc | 1,909 | $467,605.91 | $663,835.66 | - | $196,229.75 | 41.96% | +0.835% |
| GOOGL Alphabet Inc | 65,560 | $10.11M | $23.02M | - | $12.91M | 127.74% | +0.834% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 15,553 | $1.21M | $1.2M | - | -$11,322.42 | -0.94% | -0.065% |
| HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund | 4,770 | $446,090 | $429,967.8 | - | -$16,122.2 | -3.61% | -0.044% |
| IBB iShares Biotechnology ETF | 27,445 | $3.78M | $5.59M | - | $1.81M | 47.97% | +1.571% |
| IHE iShares U.S. Pharmaceuticals ETF | 49,456 | $3.37M | $4.9M | - | $1.53M | 45.58% | +0.248% |
| IHI iShares U.S. Medical Devices ETF | 42,288 | $2.48M | $2.18M | - | -$293,478.82 | -11.85% | +1.076% |
| IWF iShares Russell 1000 Growth ETF | 43,657 | $5.34M | $5.57M | - | $235,086.76 | 4.4% | +0.448% |
| IWO iShares Russell 2000 Growth ETF | 394 | $155,220.24 | $139,942.89 | - | -$15,277.35 | -9.84% | +0.485% |
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FAQ
Which stocks have generated the highest profits for Mitchell Pletcher?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $9.02M, Apple Inc - $6.55M, Alphabet Inc - $3.07M, Industrial Select Sector SPDR Fund - $2.13M, and iShares Russell 1000 Growth ETF - $1.75M. 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: D.R. Horton, Inc - $389,953.94, Salesforce Inc - $304,382.23, UnitedHealth Group Incorporated - $228,584.72, Prologis Inc - $173,528.25, and Nike, Inc. - Class B - $134,527.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mitchell Pletcher's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.56M earned over time. The largest contributors to dividend income include Industrial Select Sector SPDR Fund - $811,176.99, Energy Select Sector SPDR Fund - $767,521.88, JPMorgan Chase & Co - $600,734.5, UnitedHealth Group Incorporated - $598,004.93, and Consumer Staples Select Sector SPDR Fund - $531,992.23. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mitchell Pletcher's monthly returns?
Mitchell Pletcher's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Mitchell Pletcher's strategy be considered aggressive or moderate?
Mitchell Pletcher's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Mitchell Pletcher's strategy?
Mitchell Pletcher's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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