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:
59.58%
Gain +1.26%
Monthly
1.67%
Yearly
22%
Drawdown
20.82%
$368.89M
Equity
Holdings
$368.89M
Investment
$240.18M
$156.54M
Profit +$4.51M
Realized
$27.84M
Unrealized
$128.71M
Dividends
$6.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.26%
Profit
$4.51M
Win %
74%
This Week
Compared To Last Week
Gain
3.24%
Profit
$11.56M
Win %
74%
This Month
Compared to last month
Gain
3.24%
Profit
$11.56M
Win %
74%
This Year
Compared to last year
Gain
24.22%
Profit
$71.92M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$3.8M 
ETN Eaton Corporation plc
+7.32%
+$690,395.97 
GOOG Alphabet Inc
+6.88%
+$23,636.13 
GOOGL Alphabet Inc
+6.73%
+$1.45M 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$214.6 
META Meta Platforms Inc Class A
+3.28%
+$364,985.73 
MSFT Microsoft Corp.
+3.02%
+$393,059.29 
NVDA NVIDIA Corporation
+2.93%
+$1.11M 
CVX Chevron Corporation
+2.35%
+$10,301.08 
ORCL Oracle Corporation
+1.81%
+$3,044.58 
SLB Schlumberger Limited
+1.39%
+$1,824.44 
XLE Energy Select Sector SPDR Fund
+1%
+$141,973.47 
IYE iShares U.S. Energy ETF
+0.93%
+$6,297.06 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$199,462 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$28,899.27 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$93,786.12 
AVGO Broadcom Inc.
+0.37%
+$19,378.08 
PG Procter & Gamble Co
+0.37%
+$508.8 
PCM PCM Fund, Inc.
+0.36%
+$1,134.3 
BAC Bank of America Corporation
+0.36%
+$46,026.86 
JPM JPMorgan Chase & Co.
+0.27%
+$34,472.62 
DELL Dell Technologies Inc.
+0.14%
+$25,140.64 
SOXX iShares Semiconductor ETF
+0.07%
+$7,915.54 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$149.42 
AAPL Apple Inc.
-7.35%
-$1.92M 
QCOM QUALCOMM Incorporated
-2.63%
-$4,428.91 
NFLX Netflix, Inc.
-2%
-$189,623.34 
IBB iShares Biotechnology ETF
-1.87%
-$96,695.17 
GIS General Mills, Inc.
-1.84%
-$1,464.62 
UNH UnitedHealth Group Incorporated
-1.68%
-$170,224.63 
SNOW Snowflake Inc.
-1.62%
-$60,968.31 
RCL Royal Caribbean Group
-1.13%
-$61,246.81 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$41,292.72 
MAR Marriott International Inc. - Class A
-0.71%
-$73,042.5 
LLY Eli Lilly and Company
-0.53%
-$34,260.57 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$22,620.2 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$9,760.51 
MBB iShares MBS ETF
-0.4%
-$2,306.95 
COST Costco Wholesale Corporation
-0.24%
-$10,955.26 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$23,028.53 
V Visa Inc. Class A
-0.04%
-$3,139.14 Events
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Dividends
Dividend Analysis
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| Trades 169 | Longs Won 126/169 74% | Profit Factor 29.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.81M |
| Average Win $1.29M | Best Trade (Aug 06) $25.14M | Sharpe Ratio -10.82 |
| Average Loss -$125,911.25 | Worst Trade (Aug 07) -$2.18M | Z-Score 1.3 (80.65%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $926,288.13 |
| 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 | 2,933 | 2,639 | 2,346 | 2,053 | 1,760 | 1,466 | 1,173 | 880 | 587 | 293 |
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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Option values are updated at end of day.
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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 - $8.89M, Apple Inc - $6.53M, Alphabet Inc - $3.05M, Industrial Select Sector SPDR Fund - $2.07M, 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 - $282,545.2, 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 $6.8M earned over time. The largest contributors to dividend income include Industrial Select Sector SPDR Fund - $748,530.81, Energy Select Sector SPDR Fund - $676,793.16, UnitedHealth Group Incorporated - $542,199.65, JPMorgan Chase & Co - $540,277.6, and Consumer Staples Select Sector SPDR Fund - $502,819.89. 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.
